rmancinasandClaude Opus 5
5e9cb12fba
Mirrors the utility statement intake on the insurance side: a policy_ocr batch/document pair of tables, a GMX parser, a matcher keyed on Policy.policyNumber, and a "Captura" screen under /polizas that proposes policy -> customer for staff to confirm. Lifts the OCR seam out of StatementsModule into its own OcrModule so PolicyOcrModule can inject OCR_PROVIDER without taking on the rest of the statement pipeline; StatementsModule now imports it and binds nothing itself. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
85 lines
3.3 KiB
TypeScript
85 lines
3.3 KiB
TypeScript
import { Type } from "class-transformer";
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import {
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IsArray,
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IsDateString,
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IsEnum,
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IsNumber,
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IsObject,
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IsOptional,
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IsString,
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MinLength,
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ValidateNested,
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} from "class-validator";
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/** One document's confirmed-after-review state. The service reads these
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* fields and writes them onto either a matched Policy or a freshly created
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* one. Anything null here is not written. */
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export class ConfirmPolicyDocumentDto {
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@IsString() documentId!: string;
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/** Required when creating a new Policy; ignored if `policyId` is set. */
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@IsOptional() @IsString() customerId?: string;
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/** Set when the document matched an existing Policy. */
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@IsOptional() @IsString() policyId?: string;
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@IsOptional() @IsString() policyNumber?: string;
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@IsOptional() @IsString() insuredName?: string;
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@IsOptional() @IsString() additionalInsured?: string;
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@IsOptional() @IsString() agentName?: string;
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@IsOptional() @IsString() legalAddress?: string;
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@IsOptional() @IsString() zip?: string;
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@IsOptional() @IsDateString() policyFrom?: string;
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@IsOptional() @IsDateString() policyTo?: string;
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@IsOptional() @IsDateString() policyDate?: string;
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@IsOptional() @IsEnum(["MXN", "USD", "EUR"]) currency?: "MXN" | "USD" | "EUR";
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@IsOptional() @IsNumber() netPremium?: number;
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@IsOptional() @IsNumber() policyFee?: number;
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@IsOptional() @IsNumber() brokerFee?: number;
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@IsOptional() @IsNumber() total?: number;
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@IsOptional() @IsString() premiumPayment?: string;
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/** Coverages parsed off the PDF, passed through verbatim to Policy.coveragesJson. */
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@IsOptional() @IsObject() coveragesJson?: unknown;
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/** When true, write a Transaction(domain=INSURANCE, amount=-netPremium)
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* in addition to creating/updating the Policy. Skipped if netPremium is
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* null or zero. */
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@IsOptional() postPremium?: boolean;
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}
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export class ConfirmPolicyBatchDto {
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@IsArray()
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@ValidateNested({ each: true })
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@Type(() => ConfirmPolicyDocumentDto)
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documents!: ConfirmPolicyDocumentDto[];
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}
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/** Staff correction of one document's extracted fields or its match. */
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export class ReviewPolicyDocumentDto {
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@IsOptional() @IsString() policyNumber?: string;
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@IsOptional() @IsString() insuredName?: string;
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@IsOptional() @IsString() additionalInsured?: string;
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@IsOptional() @IsString() agentName?: string;
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@IsOptional() @IsString() legalAddress?: string;
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@IsOptional() @IsString() zip?: string;
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@IsOptional() @IsDateString() policyFrom?: string;
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@IsOptional() @IsDateString() policyTo?: string;
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@IsOptional() @IsDateString() policyDate?: string;
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@IsOptional() @IsString() currency?: string;
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@IsOptional() @IsNumber() netPremium?: number;
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@IsOptional() @IsNumber() policyFee?: number;
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@IsOptional() @IsNumber() brokerFee?: number;
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@IsOptional() @IsNumber() total?: number;
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@IsOptional() @IsString() premiumPayment?: string;
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@IsOptional() @IsObject() coveragesJson?: unknown;
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/** Set by the reviewer when the document matched an existing Policy. */
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@IsOptional() @IsString() matchedPolicyId?: string;
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/** Set by the reviewer when creating a new Policy. */
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@IsOptional() @IsString() matchedCustomerId?: string;
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/** Force-confirm a doc even when the matcher left it ambiguous. */
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@IsOptional() forceConfirm?: boolean;
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}
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export class CreatePolicyOcrBatchDto {
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@IsOptional() @IsString() @MinLength(1) label?: string;
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} |