rmancinasandClaude Opus 5
0332292ae9
MailModule's provider used a `useFactory` with no `inject`, so the factory received `undefined` and `new MailService(config)` threw on `config.get`, taking the whole API down at boot. The module also wasn't actually `@Global()` even though both NotificationsModule and RenewalsModule inject MailService without importing it — that would have failed next. Replaced the factory with a plain provider (ConfigModule is already `isGlobal`) and marked the module global. On the web side, mass email and renewal notices were two menu entries doing the same job — telling a customer something by email. They are now two tabs of `/notificaciones` (Servicios and Pólizas), following the Captura pattern: `/renovaciones` still resolves, opening the same screen on its Pólizas tab so existing bookmarks keep working. The notifications page was also the last screen written in raw inline styles, with blue buttons and filter pills that appear nowhere else in the app. It now uses the shared design system: btn-primary/btn-outline, the seg segmented control, card, tx-table, pager, and the servicios/fideicomiso badges. Two supporting fixes found on the way: NOTIFICATION_STATUS_COLORS hardcoded hex instead of the theme's positive/negative/muted vars, and `.small` was referenced in 19 places across the app but never defined in globals.css. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Jorge Cuadros & Asociados — Platform
Internal platform for a Baja California insurance brokerage and property-services
firm: a single expedient joining each client's properties/services,
insurance policies, account statement, and the firm's checkbook.
It replaces a legacy PHP/Access app (see RESUME.md and PLAN.md for the full
history and rebuild rationale).
The UI is Spanish-first; the codebase and this document are in English.
Stack
| Layer | Tech | Port |
|---|---|---|
| Web | Next.js 14 (App Router, React 18) | 3000 |
| API | NestJS 10 · Passport local + express-session · Argon2 |
3001 |
| Database | MySQL 8 via Prisma 5 (@jorgecuadros/database workspace pkg) |
3306 |
| Migration | Python 3 pipeline (legacy Access → staging → transforms) | — |
Monorepo managed with pnpm workspaces. Node >= 20.
Repository layout
apps/
web/ Next.js frontend (@jorgecuadros/web)
api/ NestJS backend (@jorgecuadros/api)
scripts/seed-user.mjs idempotent admin seeder
packages/
database/ Prisma schema + generated client (@jorgecuadros/database)
prisma/schema.prisma
migration/ One-off Python ETL from the legacy Access DB (run_all.py)
docker/ Dockerfiles for api + web
docker-compose.yml mysql + api + web
.env.example copy to .env
API feature modules: auth, users, customers, policies, properties,
billing, bank. Web routes: /clientes, /polizas, /servicios,
/estado-cuenta, /banco (chequera), /catalogos, /usuarios, /login.
Prerequisites
- Node.js >= 20 and pnpm (
npm i -g pnpm) - Docker (for MySQL, or bring your own MySQL 8)
- Python 3 — only if you run the legacy data migration
Run it locally (development)
1. Install
pnpm install
pnpm blocks postinstall build scripts by default; the trusted ones
(argon2, prisma, @prisma/client, @prisma/engines, @nestjs/core) are
allowlisted in pnpm-workspace.yaml, so the native builds run automatically.
2. Configure environment
cp .env.example .env
Then edit .env. For the Docker MySQL below the defaults already line up;
just set a real SESSION_SECRET:
DATABASE_URL=mysql://jorgecuadros:jorgecuadros@localhost:3306/jorgecuadros
SESSION_SECRET=<any long random string>
WEB_ORIGIN=http://localhost:3000
NEXT_PUBLIC_API_ORIGIN=http://localhost:3001
The API loads DATABASE_URL, SESSION_SECRET, WEB_ORIGIN, and optional
PORT (default 3001). The web app only needs NEXT_PUBLIC_API_ORIGIN.
3. Start MySQL
docker compose up -d mysql
(Or point DATABASE_URL at an existing MySQL 8 instance.)
4. Create the schema + generate the Prisma client
The schema is managed with prisma db push (no migration history committed):
pnpm --filter @jorgecuadros/database exec prisma db push
pnpm --filter @jorgecuadros/database generate
5. Seed a sign-in user
node apps/api/scripts/seed-user.mjs
Idempotent (upsert by email). Defaults — override with SEED_EMAIL,
SEED_PASSWORD, SEED_NAME:
- email:
admin@jorgecuadros.local - password:
ChangeMe!2026 - role:
ADMIN
6. Run the apps (two terminals)
# API → http://localhost:3001
pnpm --filter @jorgecuadros/api start:dev
# Web → http://localhost:3000
pnpm --filter @jorgecuadros/web dev
Root shortcuts also exist: pnpm dev:api, pnpm dev:web.
7. Log in
Open http://localhost:3000, sign in with the seeded credentials. Sessions are cookie-based and last 8 hours.
Run it with Docker (full stack)
Builds MySQL + API + web from docker-compose.yml:
export SESSION_SECRET=$(openssl rand -hex 32)
docker compose up --build
Web on http://localhost:3000, API on http://localhost:3001. SESSION_SECRET
is required (compose fails without it). After first boot, push the schema and
seed a user against the container DB:
docker compose exec api node apps/api/scripts/seed-user.mjs
Common commands
| Task | Command |
|---|---|
| Install | pnpm install |
| Dev — API | pnpm dev:api |
| Dev — Web | pnpm dev:web |
| Build all | pnpm build |
| Generate Prisma client | pnpm prisma:generate |
| Push schema (dev) | pnpm --filter @jorgecuadros/database exec prisma db push |
| Prisma Studio | pnpm prisma:studio |
| API tests | pnpm --filter @jorgecuadros/api test |
| Lint (web / api) | pnpm --filter @jorgecuadros/web lint · ... /api lint |
| Seed admin user | node apps/api/scripts/seed-user.mjs |
Auth & roles
Session auth via Passport local strategy; passwords hashed with Argon2 (no
plaintext, unlike the legacy app). Roles gate the UI and API — e.g. managing
/catalogos and /usuarios requires the appropriate ability (ADMIN /
MANAGER). New users are created by an admin in /usuarios; the first admin
comes from the seed script above.
Legacy data migration (optional)
migration/ holds the one-off Python ETL that lifts data out of the old
Microsoft Access database into MySQL.
pip install -r migration/requirements.txt
python migration/run_all.py
⚠️
run_all.pytruncates and reloads all downstream tables. Never run an individualtransform_*.pyin isolation — it orphans dependent tables. Seemigration/RECONCILIATION.mdfor details.
Production notes
- Use
pnpm --filter @jorgecuadros/database exec prisma migrate deployif/when a committed migration history is adopted; today dev usesdb push. - Set a strong
SESSION_SECRETand a locked-downDATABASE_URL. - The API expects
WEB_ORIGINto match the browser origin for session cookies. - Documents are stored in MinIO in the deployed environment (see
RESUME.md).