rmancinasandClaude Opus 5
e77e5546d8
Five documents asserted the SES_* secrets were unset in Gitea. They now exist, so all five are corrected rather than leaving the claim to rot in whichever one a reader opens first. Replaces the blocker with the two things creating the secrets does NOT establish, since both fail in ways that look identical to a missing config: SES_FROM must be a verified identity in SES_REGION, and the account must be out of the SES sandbox — in sandbox SES only delivers to verified recipients, so a sweep across 815 policyholders would fail almost every send while the configuration reads as correct. Recommends running the first sweep with debug on, which diverts every recipient and, on the pólizas side, leaves the avisos pending so a failed test consumes nothing. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
218 lines
12 KiB
Markdown
218 lines
12 KiB
Markdown
# Backlog — what is pending, missing, and not yet built
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One place for work that is known-outstanding. Compiled 2026-08-02 from
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`PLAN.md`, `RESUME.md`, the four specs and the two OCR docs, then **checked
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against the code and the dev database** rather than trusted — several items in
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those documents had already been closed, and two defects they describe are
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still live.
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This file is an index, not a replacement. Each item points at the document that
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carries the reasoning. Close an item *there* as well as here, or the two drift.
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**Verified against dev at compile time** (re-run before trusting the numbers):
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```
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policy_types: AUTO, LICENCIAS, MULT
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policies NULL policyTypeId: 5
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policies pending liquidación: 226
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customers: 1536
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last tag: v1.0.6 (2026-08-02 02:06 UTC) — 14 commits, 5 migrations behind HEAD
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```
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---
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## 0. Ship-blocked — read before the next deploy
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**Everything from the notificaciones arc is unreleased.** `v1.0.6` predates it.
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Five migrations are waiting:
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```
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20260801120000_ocr_batch_discarded
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20260801130000_renewal_email_notifications
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20260801200000_mass_email_notifications
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20260802120000_renewal_notices_unified_log
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20260802140000_app_settings
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```
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Plus three backup-pipeline fixes that have never reached prod (`860d483`,
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`567b033`, `898cf48` — the last prod run went green through the whole chain and
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died on the final step wanting `deploy/.env.prod`).
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> ### `SES_*` secrets created in Gitea 2026-08-02 — unblocked, unverified
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>
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> The variables were wired through both deploy workflows and the app stack but
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> had never been set. **They now exist.** What that clears: the production
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> image runs `NODE_ENV=production`, which disables the stdout dev fallback, so
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> a blank config made every send fail and log `FAILED` — and the pólizas sweep
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> defaults to **enabled, 06:00 America/Tijuana**, so the failure would have
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> repeated nightly.
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>
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> **Not yet confirmed, and the first deploy is what confirms it:**
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>
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> 1. **Names match.** The preflight checks `SES_REGION`, `SES_FROM`,
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> `SES_ACCESS_KEY`, `SES_SECRET_KEY` and warns by name if any is blank —
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> read that warning on the next run. No `_GALACTUS` suffix on any of them;
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> one SES identity serves every deployment.
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> 2. **`SES_FROM` is a verified identity in `SES_REGION`.** An unverified
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> sender is rejected per-send, which looks identical to a missing config in
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> the log.
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> 3. **The AWS account is out of the SES sandbox.** This is the one that would
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> hurt: in sandbox, SES only delivers to *verified* recipients, so a renewal
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> sweep across 815 policyholders would fail almost every send while the
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> config looks entirely correct. Check before letting a real sweep run.
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>
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> Until 2 and 3 are confirmed, run the first sweep with `debug` on — it diverts
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> every recipient to the override inbox, and on the pólizas side it also leaves
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> the avisos pending, so nothing is consumed by a failed test. See
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> [`MASS_EMAIL_NOTIFICATIONS.md`](MASS_EMAIL_NOTIFICATIONS.md) "Send flags".
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Also outstanding on the deploy path: every pre-existing database still needs
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its one-time `prisma migrate resolve --applied 0000_init`.
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---
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## 1. Blocked on a decision from Jorge
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Nothing here is a build problem. Each one makes the work either impossible or a
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guess.
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| # | Question | Blocks | Source |
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|---|---|---|---|
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| 1.1 | What "garantías" refers to | §2 liquidación's exclusion filter | INSURANCE §2 |
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| 1.2 | What "Solicitud Atlas" is — application form or certificate | §3 entirely | INSURANCE §3 |
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| 1.3 | Carrier API **direction**: outbound quote/issue (ANA supports today) or inbound portfolio sync (no evidence either carrier offers it) | whether §4 is buildable at all | INSURANCE §4 |
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| 1.4 | CFE amount: the rounded barcode figure (`$268`, what is paid at the window) or the exact breakdown total (`$268.88`) | the parser currently takes the barcode | STATEMENT_OCR / RECEIPT §2 |
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| 1.5 | The Seguros USD bank's name, currency and details | multi-bank is built; that account does not exist yet | RECEIPT §3 |
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| 1.6 | Recycling triggers — exact "1 year inactive" / "cancelled" definitions, and whether recycling ever means true data purge | §4 recycling | RECEIPT §4 |
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| 1.7 | Notice body in Spanish or English | `Customer` carries no language preference | INSURANCE §1 |
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| 1.8 | How to model `TRASPASOS PAYPAL` — a clearing account, not a customer, carrying −7.03M MXN over 309 movements and therefore topping the adeudo worklist | deliberately not special-cased in code | RESUME §6 |
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| 1.9 | The 78 policyholders with no email — skip silently or produce a print worklist | recommendation is the worklist | INSURANCE §1 |
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1.3 also needs the practical half: WSDL + credentials for
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`server.anaseguros.com.mx/ananetws/service.asmx`, whether a cartera download
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exists for an agent's own book, whether GMX daños has any machine interface at
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all, and whether one Grupo Valore credential spans both carriers. All four go
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in the same phone call — (55) 5480-4000.
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---
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## 2. Live data defects — open, and confirmed open today
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### 2.1 `policy_types` is missing `INCENDIO` and `M_EMPR`, and 5 policies are orphaned
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`policyTypeId` is `String?` with a plain relation, so Prisma's default is
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`SetNull`. The spec's recommended `onDelete: Restrict` was **never applied**.
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Five `m_empr` policies lost their ramo; four of them are pending liquidación
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and are invisible to every ramo-filtered query — including the pending report
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§2 is supposed to produce.
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Fix alongside the liquidación work (3.1), since it distorts that feature's own
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report. Source: INSURANCE "Two defects found while verifying this spec".
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### 2.2 ≤41 MULT second settlements were dropped in migration
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`MULT`/`INCENDIO` carry two settlement slots and `M EMPR` carries four; `Policy`
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collapses to one. Spec recommends moving settlement onto
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`PolicyPaymentInstallment` rather than adding a second slot. Open sub-question:
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whether to backfill the lost rows.
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### 2.3 Three dead tables
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`EmailTemplate`, `EmailCampaign` and `EmailLog` exist in the schema with
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**zero references anywhere in `apps/api/src` or `apps/web/src`**. They were
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scaffolded for plan step 10's "email campaigns"; notificaciones shipped against
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`email_notification_log` instead. Either wire them or drop them — a schema that
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carries tables nothing writes teaches the next reader the wrong thing.
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---
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## 3. Spec'd, not built
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| # | Item | State | Source |
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|---|---|---|---|
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| 3.1 | **Liquidación batch workflow** | ~70% of the fields already wired end to end. **226 policies pending.** Needs the ramo-parameterized pending report + `POST /policies/liquidate-batch` under a new `policy:liquidate` (MANAGER). Smallest remaining piece of step 12 | INSURANCE §2 |
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| 3.2 | **Certificate rendering** | The report half is buildable now off the same `format: "letter"` machinery as `aviso-renovacion`. Portal delivery waits on steps 8/9. Whole section waits on 1.2 | INSURANCE §3 |
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| 3.3 | **Carrier API integration** | Blocked on 1.3. ANA's SOAP service is real with a known operation list; GMX publishes nothing machine-readable and writes the larger half of this book | INSURANCE §4 |
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| 3.4 | **Customer-number recycling** | Not started. `Customer.customerNumber` **does not exist in the schema**. Backfill needs care: ~140 utilities rows and all insurance-only customers carry synthetic `rownum_N`/`insrow_N` placeholders, not real `NUM id`s. Last unbuilt piece of step 11 | RECEIPT §4 |
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Note 3.3 partly overlaps what [`POLICY_OCR.md`](POLICY_OCR.md) already does —
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an OCR path that turns a carrier PDF into a `Policy` row covers some of what
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the API was wanted for, and unlike the API it is not waiting on a phone call.
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---
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## 4. Roadmap steps with no spec
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| # | Item | State |
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|---|---|---|
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| 4.1 | **Step 8 — VPS provisioning** | Not started. Provider undecided (Hetzner vs DigitalOcean), size, Tailscale + MySQL replica. Pure ops; the design is settled. RESUME calls this *the only genuinely blocking item left on the roadmap* |
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| 4.2 | **Step 9 — sync worker** | Not built. Unblocked now that `utility_dbo` and the portal code are on disk, but depends on 4.1. Portal write points to poll: `peticion_gas`, PayPal payments, `notifications_settings`, `verification_codes` |
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| 4.3 | **Step 10 — reports / campaigns / admin** | Mostly done by other work. `/reportes` exists; "email campaigns" landed as `/notificaciones` against a different table (see 2.3) |
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| 4.4 | **Phase B sync in production** | Verified 32/32 against dev, never run from the `/operaciones` UI (the `OpsService` path) nor against a prod-shaped database |
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---
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## 5. Gaps in features that already shipped
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Each of these is a known, deliberate stopping point rather than a bug.
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**Notificaciones** — [`MASS_EMAIL_NOTIFICATIONS.md`](MASS_EMAIL_NOTIFICATIONS.md)
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- No multi-replica lock on the servicios sweep (pólizas has one via
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`scheduled_job_states`). Safe only while the deployment stays single-replica.
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- No per-recipient preview of a sent body in the UI.
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- No SNS bounce/complaint webhook. `providerMessageId` is captured so one can
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be added.
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- No `SKIPPED_NO_EMAIL` worklist (see 1.9).
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**Policy OCR** — [`POLICY_OCR.md`](POLICY_OCR.md)
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- **GMX only.** The dispatcher is a `[provider, pattern]` table plus a parser
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map, so a second carrier is one function and two entries — but no other
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layout has been seen, and guessing produces a parser nobody can verify.
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- **The `recibo` PDF is unread.** The GMX certificate carries no premium at
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all; reading the separate receipt and pairing it to its certificate is what
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would let `postPremium` stop being a manual tick.
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- **No versioning.** A re-issued policy arrives as a new certificate with the
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same number and confirm updates the existing row. Nothing records that this
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is the 2027 issue of that policy.
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**Statement OCR** — [`STATEMENT_OCR.md`](STATEMENT_OCR.md)
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- **CFE / CESPT / Telnor have no unit suite.** They predate the gas/predial
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extension and were verified end to end against the 46-page corpus only.
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Close this if those parsers are ever touched.
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- No way to re-run a corrected parser over a stored batch, though the source
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PDFs are kept precisely so it is possible.
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- Handwritten folder numbers are deliberately not an input to matching
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(Tesseract read `405` as `205`).
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**Bank** — the concept→ramo classifier is **won't-build**, not pending.
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`concepto` is a payee name (0 of 22,354 match a category) and TABLA RAMODOS is
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a property-management expense chart, not the business-line split it was assumed
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to be. `/banco` intentionally has no category dimension. Recorded here only
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because `bank_transactions.categoryId` being null on every row otherwise reads
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as unfinished work.
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---
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## 6. Security / hygiene
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- **The old repo's `dbConnection.php` has a plaintext MySQL password committed
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to git history.** Not carried into this platform, but the credential is
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already exposed and has not been rotated. Rotate regardless of this repo.
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- The pre-migrate backup step sets `NODE_TLS_REJECT_UNAUTHORIZED=0` because
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Portainer serves a self-signed certificate. Scoped to that one step; the real
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fix is replacing the certificate.
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---
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## Source documents
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| Document | What it carries |
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|---|---|
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| [`../PLAN.md`](../PLAN.md) | build sequencing, locked decisions, per-step status |
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| [`../RESUME.md`](../RESUME.md) | session history and §6 open items |
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| [`INSURANCE_FEATURES_SPEC.md`](INSURANCE_FEATURES_SPEC.md) | §1 renewal emails (built), §2 liquidación, §3 certificate, §4 carrier APIs |
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| [`RECEIPT_CAPTURE_SPEC.md`](RECEIPT_CAPTURE_SPEC.md) | §1 Editor (built), §2 OCR (built), §3 multi-bank (built), §4 recycling |
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| [`MASS_EMAIL_NOTIFICATIONS.md`](MASS_EMAIL_NOTIFICATIONS.md) | mass email + schedules, as built |
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| [`STATEMENT_OCR.md`](STATEMENT_OCR.md) · [`POLICY_OCR.md`](POLICY_OCR.md) | the two OCR intakes, as built |
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| [`DEPLOY_AND_MIGRATIONS.md`](DEPLOY_AND_MIGRATIONS.md) | release chain, galactus, known caveats |
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