Commit Graph
13 Commits
Author SHA1 Message Date
rmancinasandClaude Opus 5 b59abda895 feat(captura): fold recibo OCR into Captura as an automatic mode
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Scanning a stack of bills and keying them in are the same daily job, ending
in the same ledger path, so OCR intake becomes a mode of the capture screen
instead of a second menu entry:

- components/Captura.tsx holds the mode switch; the manual check form moves
  verbatim to components/ManualCheckCapture.tsx and the OCR intake to
  components/StatementIntake.tsx.
- /estado-cuenta/lote opens on manual, /recibos on automatic — both render
  Captura, so batch-review links and old bookmarks still land right.
- Nav drops "Recibos (OCR)"; "Captura" covers both, with a NavLink.aliases
  field so /recibos still highlights it.

Also fixes the "El almacenamiento de documentos no está configurado" failure
staff hit on upload. Uploading with no object storage configured used to
succeed, then die on the first put minutes later, leaving a FAILED batch
whose only explanation was that string. createBatch now refuses up front,
GET /statements/status reports storageAvailable alongside ocrAvailable, and
the intake tab explains the situation instead of offering an upload that
cannot work. S3_* documented in .env.example (deploy stacks already set it).

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-01 01:04:09 -07:00
rmancinasandClaude Opus 5 4d5008b545 feat(statements): OCR intake for scanned utility bills
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Staff key 300+ utility statements per company per month by hand. This adds
the ingest -> split -> OCR -> match -> review pipeline that proposes customer
and amount per page instead (RECEIPT_CAPTURE_SPEC §2), posting through the
existing BillingService.createBatch seam with source=OCR and a per-document
captureRef so machine and hand capture share one write path and audit trail.

Everything was designed against 10 real scanned statements (46 pages of CFE,
CESPT and Telnor bills) rather than from the sample-free spec. The scans have
no text layer at all — they are camera images — so OCR is mandatory, and they
arrive bundled one customer per page. Measured on those pages the parser
identifies the provider 46/46 and reads an account reference 43/46; against
the dev database that is 39/46 (85%) exact auto-match, 40/46 identified, with
the rest genuine review cases. That closes the OCR-provider question in favour
of self-hosted Tesseract: it clears the bar for a queue where a human confirms
every row, and OcrProvider keeps a managed API a one-line swap.

The samples corrected three things the spec had wrong or unknown:

- Clave catastral is NOT predial. DATMEX.clave (934 rows) is what CESPT and
  predial bills print; DATMEX.predial, which PROPERTY_TAX.accountNumber holds,
  has 663 distinct values across 1135 rows and appears on no statement. The
  clave now lives on Property.cadastralKey as the matcher's secondary key;
  predial is left untouched. This had been blocking predial matching.
- Gas was recoverable: 160 of 334 DATMEX.gas values are real account numbers
  (the rest are ESTACIONARIO/CILINDRO descriptors), now in GAS.meterNumber.
- Phone is one billed line per property (534/18/1 across phone1/2/3), so the
  new TELEPHONE ServiceKind backfills from phone1 only, not three rows.

Matching is scoped to one column per service kind and never reads the customer
name — a CESPT receipt prints ARNAIZ ROSAS ELSA AURORA for an account this
office holds under CATT, RANDY, because the printed name is the registrant,
not the current owner. Where a provider prints a payment barcode it beats the
printed label (one CFE label OCR'd a digit too many while its barcode was
correct) and the two cross-check, with disagreement forcing review.

Confirming a document whose service had no reference writes it back, so gas
and any other cold start is a one-time cost rather than a permanent queue.

Verified end to end against the live dev API and MinIO: real scans uploaded
over HTTP, matched, confirmed against a check, and the resulting rows checked
in MySQL (negative amounts, captureSource=OCR, concept derived from the batch
kind, captureRef linking back to each page). Re-confirming a posted batch is
refused. Test data was removed afterwards.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-01 00:42:35 -07:00
rmancinasandClaude Opus 5 30dfc7dc3e fix(ops): run backups as an admin login, and stop recording failed dumps as good
The Operaciones panel (backup, restore, sync, re-import) shelled out to
mysqldump as the application user, parsed straight out of DATABASE_URL.
`--single-transaction` issues FLUSH TABLES, which needs the global RELOAD
privilege, and the app user is granted only ALL ON jorgecuadros.* plus
USAGE ON *.*. BACKUP failed outright; SYNC and REIMPORT failed with it,
since both take a safety backup first.

An admin credential is now supplied out of band via OPS_DB_ADMIN_USER /
OPS_DB_ADMIN_PASSWORD, mirroring what deploy/scripts/pre-migrate-backup.mjs
already does, rather than permanently elevating the user the API serves
requests as. Host, port and database still come from DATABASE_URL, so the
override can only change who logs in, never which server. Unset, it falls
back to the DATABASE_URL credentials and warns — local development is
unaffected.

Two defects in the dumps themselves, both shared with the deploy backup
before it was rewritten:

- No --set-gtid-purged=OFF. The production server is the replication source
  with GTID on, so every dump embedded SET @@GLOBAL.GTID_PURGED and was
  unrestorable onto the server it came from — the one thing the restore
  screen is for.

- The pipeline's exit status was gzip's, and gzip succeeded. A mysqldump
  that died on its first statement left a small, perfectly valid archive
  that the job recorded as SUCCESS and the restore screen listed as an
  ordinary restore point. Dumps now run under `set -o pipefail`, assert a
  CREATE TABLE count, and delete their own output on failure. Verified with
  a stubbed mysqldump: a failing dump exits 1, surfaces the real error,
  removes the partial file, and — critically — stops SYNC/REIMPORT before
  the ETL touches anything.

Restores gained pipefail too: a corrupt archive made gunzip fail while
mysql, fed a truncated stream, could still exit 0.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-07-30 16:21:00 -07:00
rmancinasandClaude Opus 5 19f03198d6 fix(docker): install the MySQL 8.4 auth plugin; report why a dump fails
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The pre-migrate backup failed with "mysqldump exited 2" and nothing else.
Reproduced on the host with stderr captured:

  ERROR 1045: Plugin caching_sha2_password could not be loaded:
    /usr/lib/mariadb/plugin/caching_sha2_password.so: No such file or directory

Alpine's `mysql-client` is MariaDB's client and ships an EMPTY plugin
directory, so it cannot perform caching_sha2_password — MySQL 8.4's default and
effectively only auth method. `mariadb-connector-c` provides the plugin.

This was never about the deploy backup alone. Every mysqldump/mysql call from
the API container was broken, which means the whole Operaciones panel — backup,
restore, sync, re-import — could not work in a container. It went unnoticed
because that feature had only ever been run with the API on a developer
machine, where the Oracle client is installed. Verified after the fix: dump
exits 0, gzip valid, 31 CREATE TABLEs.

Also fixed, both found while chasing the above:

- The backup script reported an exit code and nothing else, because a detached
  exec captures no output — which is precisely why this needed a manual
  reproduction. mysqldump's stderr is now redirected to a file and read back
  through a short attached exec on failure, so the deploy log states the cause.
  Verified against live prod: the log now carries the 1045 line itself.

- Listing ONLY 100.100.100.100 as the containers' resolver costs them public
  DNS, since MagicDNS does not forward upstream unless the tailnet defines
  global nameservers. Nothing at runtime needed it, but `apk` inside the
  container stopped resolving, and anything outbound would have too. A public
  fallback resolver is now listed after MagicDNS.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-07-30 15:52:03 -07:00
rmancinasandClaude Opus 5 b2cdcbe2cd fix(api): session cookie never issued over HTTP; ship the seed script
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Prod came up with nobody able to log in, in two separate ways.

1. No sign-in account exists. `prisma migrate deploy` creates tables, never
   rows, and nothing in the deploy path seeds one — deliberately, since making
   an administrator should not be a side effect of shipping code. But
   apps/api/scripts was not in the runtime image either, so the only way to
   create the first account was to run the script from a developer machine
   against a production DATABASE_URL. Ship scripts/ in the image so it can be
   run on the host with docker exec. Still never run automatically.

2. Login could not establish a session at all. cookie.secure followed NODE_ENV,
   the image sets NODE_ENV=production, and the app is served over plain HTTP —
   express-session then silently emits NO Set-Cookie header. POST /auth/login
   still answered 200 with the full user object, no session was created, every
   later request 403'd, and the UI would have looped back to /login. It reads
   as an auth bug and is really a transport mismatch.

   The flag is now driven by SESSION_COOKIE_SECURE, still defaulting to
   NODE_ENV. An EMPTY value counts as unset rather than false, because compose
   turns an absent `${SESSION_COOKIE_SECURE:-}` into the empty string and the
   naive check would have quietly dropped Secure on any deployment that merely
   passed the variable through.

   galactus sets it to "false". That is acceptable ONLY because the host is
   reachable exclusively over Tailscale, so WireGuard already encrypts the
   wire. It must go back to "true" when the app is served over TLS or exposed
   off-tailnet; behind a TLS-terminating proxy, set trust proxy instead.

Verified against live prod: seeded an admin, POST /auth/login returns 200 with
full ADMIN abilities, a wrong password is rejected with 401, and no Set-Cookie
was present before this change.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-07-30 15:41:55 -07:00
rmancinasandClaude Opus 5 1cba9bfc32 fix(galactus): give containers Tailscale's resolver so MagicDNS names resolve
With the image fixed, the API got as far as connecting and then died with
Prisma P1001 "can't reach database server". The cause is DNS, not routing.

galactus runs systemd-resolved, whose 127.0.0.53 stub is unreachable from
inside a container, so Docker falls back to the upstream resolver in
/run/systemd/resolve/resolv.conf — the LAN router, which knows nothing about
the tailnet. Verified from a probe container on galactus: resolving
galactus.tail01aa2.ts.net fails outright, while `nc 100.103.77.46 3306` is
OPEN. Only the lookup was broken.

Pin the api and web services to Tailscale's own resolver (100.100.100.100,
the same anycast address on every tailnet) with this tailnet's search suffix.
Both are overridable via TAILSCALE_DNS / TAILNET_SUFFIX. db and minio need
nothing — they make no outbound calls.

Verified end to end: the published image, unmodified, with only these DNS
settings, boots on galactus against the real database and serves
  /health   {"status":"ok"}
  /version  {"service":"api","version":"master","gitSha":"3ff56e6b..."}

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-07-30 14:47:19 -07:00
rmancinasandClaude Opus 5 4ee7ec71f0 feat(deploy): prisma migration history, /version, galactus standalone deploy
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Closes the gap between "what tag did I deploy" and "what is actually running",
and gives the schema a history that can be reasoned about across releases.

Migrations
- Baseline the existing schema as 0000_init (migrate diff --from-empty). The
  schema had only ever been applied with `prisma db push`, so no history
  existed and schema state was disconnected from app version. Existing
  databases must be baselined once with `migrate resolve --applied 0000_init`;
  the workflows print this remedy on P3005.
- Run `prisma migrate deploy` as a deploy STEP, not the container CMD — as a
  CMD, N replicas would race each other applying the same migration.

Version reporting
- GET /version on the API reports the APP_VERSION / GIT_SHA / BUILD_DATE that
  build.yml already baked into both images but nothing ever read.
- The web footer shows the web build and flags an api/web mismatch. The two
  cannot drift at build time (one matrix run) but can at deploy time.
- Both deploy workflows now fail if the running API does not report the tag
  that was dispatched — a stack naming a tag is not proof of what is running.
- scripts/set-version.mjs stamps every package.json, which had all sat at
  0.1.0 while real releases shipped as v1.x.

Pre-migrate backup
- deploy/scripts/pre-migrate-backup.mjs dumps the database from INSIDE the
  still-running old API container over Portainer's Docker API, so the file
  lands in the volume the Operaciones restore screen reads. A dump taken on
  the CI runner would be unreachable by the only restore path we have.
  Verifies the artefact with `gzip -t` before letting the migration proceed.

galactus
- deploy/galactus/*.compose.yml: standalone-Docker ports of the Swarm stacks.
  Plain compose silently ignores `deploy:`, so restart_policy becomes
  `restart: unless-stopped` — without it nothing returns after a host reboot.
- .gitea/workflows/deploy-galactus.yml drives endpoint 3 with its own secrets.

Fixes
- deploy.yml passed `endpoint_id` and `pull_image` to
  cssnr/portainer-stack-deploy-action, which has no such inputs (they are
  `endpoint` and `pull`). The endpoint was silently never set.

docs/DEPLOY_AND_MIGRATIONS.md documents expand/contract as the rule for schema
changes: Prisma has no down-migrations, so a code rollback never rolls the
schema back, and restoring the replication master from a dump diverges every
replica.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-07-30 11:41:12 -07:00
rmancinasandClaude Opus 5 9ba5d2d09a feat(bank): multi-bank chequera — required bankAccountId, per-account scoping
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The office keeps more than one operating account (Utilities banks in MXN,
Seguros in USD), but bank_transactions was a single implicit MXN register by
design. Adds Bank/BankAccount and makes every read and write in the module
scoped to exactly one account.

Schema:
- Bank / BankAccount. Currency is fixed per account and BankTransaction has
  no currency column of its own — a movement inherits its account's, the way
  a real bank account doesn't mix currencies.
- BankTransaction.bankAccountId, required. A movement with no known account
  isn't reconcilable against a statement.
- @@index([bankAccountId, transactionDate]): every read now filters by
  account and orders/groups by date.

Migration:
- backfill_bank_accounts.py seeds Scotiabank + "Utilities — Scotiabank (MXN)"
  and backfills all 22,669 existing rows onto it, then promotes the column to
  NOT NULL and attaches the FK. Standalone because prisma db push cannot add
  a required column to a populated table. Idempotent; re-running once a second
  account exists does not re-point rows.
- run_all.py runs it (both modes) before transform_bank.py, which now resolves
  the account by label and fails fast if it is missing.

API:
- ?bankAccountId= required on list/stats/facets/summary — not optional with an
  "all accounts" default, since summing an MXN and a USD register repeats the
  currency-collapsing mistake the billing module exists to prevent. Missing is
  400, unknown is 404.
- facets() had no account clause at all and summary() has two raw-SQL rollups;
  all three are now parameterised. Scoping only one of summary's queries would
  leave the year list and its drill-down describing different books.
- New bank/accounts + bank/banks sub-resource under a MANAGER
  bank:manage-accounts ability. currency is absent from the update DTO: booked
  movements are denominated in it, so editing would re-denominate history.
  Capture into a closed account is rejected.

Web:
- /banco gains an account picker (remembered per browser) and reads every
  figure in the selected account's currency; the "single currency (MXN)"
  doc-comment and the hardcoded MXN formatting are gone.
- New /banco/cuentas for banks and accounts. Accounts are closed, never
  deleted — the FK is required, so deleting one would destroy its register.
- /inicio's chequera card names the account it is reading instead of implying
  a single register.

Verified against dev + browser: a second USD account showed full read/write
isolation from the MXN register, whose totals were unchanged (22,669
movements, net 1,014,266.97).

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-07-27 23:54:16 -07:00
rmancinasandClaude Opus 5 26a4faa33e docs(insurance): spec renewal emails, liquidación batch, certificate, carrier APIs
Companion to docs/RECEIPT_CAPTURE_SPEC.md — the insurance half of the
2026-07-25/26 meeting. Documentation only; no application code.

Verified against the code and a live query of the dev DB rather than
designed from the meeting notes alone, which changed several conclusions:

- Renewal emails and the liquidación batch are much smaller than they
  look. RenewalNotice + its @@unique([policyId, generation]) idempotency
  key and the aviso-renovacion letter body already exist; the per-policy
  liquidation fields are wired end to end. What's missing is a scheduler,
  a mail client, and the batch layer.
- Carrier research: ANA and GMX are one company (Grupo Valore). ANA
  exposes a live SOAP service with a published operation list; GMX
  publishes no machine interface at all. Every ANA operation serves
  new-business quoting/issuance, not "list my book" — so the direction
  question decides whether the feature is buildable.
- UTILSEG is unusable for Utilities↔Seguros reconciliation and the spec
  closes that long-standing open question: DATGRAL.[NUM UTIL] is
  authoritative (name match 298/563 vs 58/1024), and where the two
  sources overlap they contradict on 170 of 218 shared ids.

Also records two live defects found while verifying: policy_types is
missing its INCENDIO and M_EMPR rows (the FK is ON DELETE SET NULL, so 5
m_empr policies silently lost their ramo), and the legacy settlement
slots don't match the target model (MULT/INCENDIO carry two, M EMPR
carries four, Policy collapses to one).

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-07-27 21:54:23 -07:00
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
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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