4 Commits

Include renames

Author	SHA1	Message	Date
rmancinasandClaude Sonnet 5	9b9ee201c9	docs: add receipt capture, OCR, multi-bank & customer-recycling spec ... Forward implementation spec covering the legacy "Editor" receipt-capture workflow plus three net-new requests from the 2026-07-25/26 meeting with Jorge: PDF/OCR auto-capture, multi-bank chequera support, and customer-number recycling. Matching logic and data-model gaps for each were verified against the actual migration scripts and API code, not just the schema comments. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>	2026-07-26 23:26:23 -07:00
rmancinasandClaude Sonnet 5	f7ae0d5342	feat(reports): parameterized renewal-notice report + legacy report reference ... Replaces ~40 legacy Access renewal-notice report clones (one per carrier per coverage tier, e.g. AMPL/RC/LIC RENEW X MES/VENCE ATLAS 13/2013) with one parameterized aviso-renovacion report driven by real Policy/Vehicle/ coveragesJson data instead of hand-typed label text per clone. - schema.prisma: add RenewalNotice, replacing the legacy CONTROL <ramo> RENEW[2/3] X MES paper log of which notice generation was sent - reports: new "letter" ReportFormat + aviso-renovacion registry entry + LetterLayout renderer in ReportRunner.tsx - docs/RENEWAL_NOTICES.md + migration/legacy_report_defs/: extracted (via Application.SaveAsText, since the VBA project wouldn't load) and documented the legacy report/query chain this replaces Coveragesjson key names and a mark-as-sent mutation are still unverified/ unbuilt — see caveats in docs/RENEWAL_NOTICES.md. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>	2026-07-25 23:05:21 -07:00
rmancinas	0268ed896c	Add Queries/Forms/Reports reference (DAO catalog) ... ODBC only exposes Tables and non-hidden SELECT queries, so this used DAO COM automation (migration/catalog_objects.py, requires pywin32) to catalog Reports, Forms, and full Query SQL text across all four files instead. Key finding: SEGUROS 16.mdb, previously noted as having zero data tables, turns out to hold all 212 Reports/149 Forms/857 Queries for the insurance line - SEGUROS 16_be.mdb is confirmed pure data storage with zero saved objects. The renewal-notice reports also reveal a RENEW/RENEW2/RENEW3 multi-notice reminder cycle not visible in the table schema. docs/LEGACY_DATABASES_OBJECTS.md documents all of this with the full 751 real queries' SQL text (business logic: billing math, year- rollover batches, duplicate/delinquency detection). Raw output at migration/objects.json. Cross-linked from RESUME.md and the existing table-only LEGACY_DATABASES.md.	2026-07-22 01:50:22 -07:00
rmancinas	7e65fc81d5	Add legacy database structural reference for non-Windows machines ... docs/LEGACY_DATABASES.md documents all three source Access databases (every table, column, type, and known data-quality quirk) generated from a live read of the real files, so no Windows/Access driver is needed to understand their structure going forward. New migration/ tooling: catalog_schema.py connects to the real files and walks every table (including excluded scratch tables); render_catalog_md.py renders that into the doc's appendix. Raw output checked in at migration/catalog.json so the doc can be regenerated without touching Access again.	2026-07-22 01:41:53 -07:00