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jorgecuadros-platform/apps/web
rmancinasandClaude Opus 5 022d1935ad
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feat(policy-ocr): set policyTypeId and insuranceProviderId on confirm
The BACKLOG claimed this was blocked on incomplete `policy_types` rows.
Querying the dev database says otherwise: AUTO (1316 policies) and LICENCIAS
(306) are both live and healthy, so ANA's two faces were never blocked at
all. Three separate things had been conflated.

What the parser now emits is a NAME, not an id -- it is a pure function over
text and must not reach for the database:

  ANA AUTOMOBILE        -> AUTO
  ANA DRIVER'S POLICY   -> LICENCIAS
  GMX (both documents)  -> MULT

`resolveLookups()` turns that into a foreign key at confirm, and does the
same for the carrier off the parser's provider code. It resolves, never
creates: a missing `policy_types` row means a human deleted it, and silently
recreating it would undo that with no record. An explicit `policyTypeId` /
`insuranceProviderId` on the confirm payload always wins.

GMX is MULT rather than INCENDIO because the caratula's own header reads
"Multiple Policy / Home" and the especificación is "PVL Hogar" -- one product,
two artifacts. MULT is the live row carrying 769 of them; INCENDIO is fire-only
and no policy in the book has ever used it.

The parser's provider code is not the carrier's row name, so PROVIDER_ROW_NAME
maps ANA onto "ANA SEGUROS", which is where the office's 738 ANA policies
already are.

--- the actual defect underneath -----------------------------------------

`policies.policyTypeId`, `policies.insuranceProviderId` and
`claims.adjusterId` are all ON DELETE SET NULL, and the lookups screen deleted
unconditionally. So deleting a lookup row returned 200 and silently blanked
the field on every row referencing it -- no error, nothing in the UI. That is
how M_EMPR disappeared and left 5 policies with no ramo, found months later
only by querying.

All three deletes now refuse while the row is in use, naming it and the count
("El tipo de póliza «M_EMPR» está en uso por 5 póliza(s)"). The schema-level
`onDelete: Restrict` the spec once recommended is deliberately not used: a raw
FK error is not something the operator can act on.

`20260815160000_policy_type_repair` cleans up what already happened:

  - restores M_EMPR and re-points its 5 policies, scoped to
    `policyTypeId IS NULL AND legacySourceTable = 'm_empr'` so it can never
    claim a policy blanked for some other reason
  - merges the duplicate "ANA" carrier (1 policy) into "ANA SEGUROS" (738).
    OCR is about to start assigning the carrier automatically and two rows
    would keep splitting the book. Written as joins, not subqueries, so both
    statements are no-ops when either row is absent -- a subquery form would
    resolve to NULL and blank the carrier off every ANA policy.
  - does NOT restore INCENDIO. It is the other row the migration would have
    produced, but the legacy INCENDIO table has 1 row that never loaded, so
    the type has zero policies and restoring it would only put a dead option
    in the type picker.

Verified by running the repair against the real broken dev data inside a
transaction and rolling back: 5 orphans -> 0, ANA/ANA SEGUROS -> one row with
739, and a second run in the same transaction changes nothing. The DDL half
matches `prisma migrate diff` exactly.

186 tests pass.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-15 01:28:26 -07:00
..
2026-08-11 13:17:45 -07:00