rmancinasandClaude Sonnet 5
f7ae0d5342
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>
140 lines
6.7 KiB
Markdown
140 lines
6.7 KiB
Markdown
# Insurance Renewal Notices ("Atlas" reports)
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Staff refer to this report in the UI as "the Atlas report", but **Atlas
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isn't a report — it's a carrier**: `ATLAS, S.A.` is one of the insurance
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companies (`COMP` column) SEGUROS brokers policies for, alongside
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`QUALITAS, S.A.` and others. The legacy frontend (`SEGUROS 16.mdb`) never
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parameterized carrier or coverage tier in its renewal-notice report — it
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cloned the entire report + query chain once per carrier per coverage
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variant instead. This doc explains that clone pattern and the underlying
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workflow so the new platform can replace ~40 cloned Access objects with
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one parameterized feature.
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## Why this needed extra tooling
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`objects.json`/`LEGACY_DATABASES_OBJECTS.md` (see `migration/catalog_objects.py`)
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only capture report *names* — DAO's catalog interface doesn't expose a
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report's `RecordSource` or control layout, only the full Access object
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model does, and that model refused to load here
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(`"The Visual Basic for Applications project in the database is corrupt"`,
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a common failure mode for old .mdb files opened in a newer Access build).
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The workaround: `Application.SaveAsText(acReport, name, path)` exports a
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report's complete design as plain text without touching the VBA project.
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The raw (binary-blob-stripped) exports for the ATLAS renewal reports are
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committed in [`migration/legacy_report_defs/`](../migration/legacy_report_defs/):
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- `AMPL_R_RENEW_X_MES_NEW_ATLAS_13.txt` — Auto/Amplia (full coverage)
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- `AMPL_RENEW_X_MES_NEW_ATLAS_2013.txt` — Auto/Amplia, alternate batch
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- `RC_RENEW_X_MES_NEW_ATLAS_13.txt` — Auto/RC (liability only)
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- `RCR_RENEW_X_MES_NEWATLAS_2013.txt` — Auto/RC, renewal-of-renewal variant
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- `LIC_RENEW_X_VENCE_ATLAS_2013.txt` — Driver's-license insurance
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(`PrtDevMode`/`PrtMip`/`OleData`/`GUID` binary properties — printer
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settings and object GUIDs, no business meaning — were stripped so the
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files are readable text instead of multi-hundred-KB hex dumps.)
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## The report chain
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Each report is bound to a query that layers 2–3 other queries, filtered to
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one carrier, with two typed parameters staff fill in every run:
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```
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Report: AMPL R RENEW X MES NEW ATLAS 13
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RecordSource -> Query: AMPL R RENEW CALC ATLAS 13
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FROM [AMPL R CALC VIG], [AMPL R MENS] (in-force calc view + installment schedule)
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WHERE COMP = "ATLAS, S.A."
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AND DatePart("m",[HASTA]) = [TECLEE MES DE VENCIMIENTO (1 A 12)] -- typed param
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AND DatePart("yyyy",[HASTA]) = [TECLEE AÑO DE VENCIMIENTO (1999)] -- typed param
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```
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```
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Report: LIC RENEW X VENCE ATLAS 2013
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RecordSource -> Query of the SAME NAME (query and report share a name)
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FROM [LIC MENS], LIC INNER JOIN DATGRAL ... INNER JOIN [VIGENT CASA] ...
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WHERE DatePart("m",[hasta]) = [TECLEE MES DE VENCIMIENTO 1 A 12]
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AND DatePart("yyyy",[hasta]) = [TECLE AÑO VENCIMIENTO (1999)]
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AND LIC.COMP = "ATLAS, S.A."
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```
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Staff pick a line of business, type the expiry month + year, and the
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report prints one notice per matching policy for that carrier that month.
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On screen the report is captioned **"AVISO DE RENOVACION"** (auto lines)
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or **"R E N E W A L N O T I C E"** (license-insurance line). Every page
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prints the notice **twice** (identical top-half/bottom-half sections) —
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one copy to mail, one for the office file.
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## The multi-notice (reminder) workflow
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Renewal reminders escalate through **three generations**, each its own
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report clone, with a matching `CONTROL ...` companion report (a
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send/checklist log):
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| Generation | Report suffix | Control/log report |
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|---|---|---|
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| 1st notice | `RENEW` / (bare) | `CONTROL <LOB> RENEW X MES` |
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| 2nd notice | `RENEW2` | `CONTROL <LOB> RENEW2 X MES` (or `X MES` sibling) |
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| 3rd notice | `RENEW3` | `CONTROL <LOB> RENEW3 X MES` |
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This pattern repeats per line of business: `AMPL`/`AMPL R` (auto full
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coverage), `RC`/`RC R` (auto liability), `LIC` (driver's license), `RCR`,
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`MF`/`MF2`/`MF3` (home/multi-risk), `MCA2`, `ME`, `INCEN` (fire) — none of
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it is visible from the table schema alone, only from the report/query
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names (see `docs/LEGACY_DATABASES_OBJECTS.md`, "What the Reports actually
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reveal").
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## What's hardcoded vs. what's real policy data
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The extracted designs show the letter body mixes two very different kinds
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of content:
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1. **Per-policy data**, pulled live from the query: customer id, policy
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number, vehicle (make/model/body/engine), expiry date.
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2. **Static label text baked into the report design**, re-typed by hand
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every time a batch was cloned for a new rate or carrier — e.g. (from
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`AMPL_R_RENEW_X_MES_NEW_ATLAS_13.txt`):
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- `"COLLISION DEDUCTIBLE $ 500.00 Dls. THEFT DEDUCTIBLE $ 1000.00 Dls. ..."`
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- `"New Renewal annual Premium $ 365.25 Dls."`
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- `"Total Annual Premium $ 405.25 Dls"`
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- the whole CSL/medical-coverage recommendation and rental-car upsell
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paragraphs
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None of those dollar figures are formulas — they're literal text, which is
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*why* there are so many near-duplicate reports: a new coverage tier or
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rate meant cloning the whole report and hand-editing the labels, rather
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than changing a parameter.
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The underlying **data these figures should come from already exists** on
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the source tables and is preserved (unmapped-but-captured) in
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`Policy.coveragesJson` after migration — confirmed against
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`docs/LEGACY_DATABASES.md`'s table appendix:
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| Legacy column | Sanitized `coveragesJson` key | Meaning |
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|---|---|---|
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| `COBERTURA` | `cobertura` | Coverage days/territory tier (30/40/50/365) |
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| `CSL LIMITE` | `csl_limite` | Combined single limit (liability) |
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| `GASTOS MEDICO` | `gastos_medico` | Medical coverage amount |
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| `SERVICIO ADICIONAL` | `servicio_adicional` (LICENCIAS: `servicio_adiconal`, a source typo) | Add-on service flag |
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| `PROPIEDADES` | `propiedades` | Property-damage coverage amount |
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| `PERSONAS` | `personas` | Per-person liability amount |
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(`Policy.netPremium`/`total`/`currency` are already first-class columns —
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see `packages/database/prisma/schema.prisma`.)
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**Migration implication:** a rebuilt renewal notice should render these
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from data (one parameterized template), not from report design text. See
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`RenewalNotice` in `schema.prisma` and the `aviso-renovacion` entry in
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`apps/api/src/reports/reports.registry.ts` for the first cut at this.
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## Caveats
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- Only the ATLAS variants were extracted verbatim; the QUALITAS and
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"generic" (no-carrier-suffix) clones weren't pulled but are presumed
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structurally identical modulo the `COMP` filter and hardcoded figures.
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- `coveragesJson` key names above are derived from
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`migration/extract.py`'s `sanitize_column_name` (lowercase,
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non-alphanumeric → `_`) applied to the *source* column names in
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`docs/LEGACY_DATABASES.md`, not verified against a live migrated
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database (no staged output was present in this environment). Confirm
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against real data before wiring a template to these keys.
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