feat(policies): full CRUD + child editors + insurance lookups (plan phase 3)
Policy header, all five child collections, and the insurance reference catalogs become create/edit/delete-able on the RBAC foundation. API: - Policy gains archivedAt (soft-delete); list/browser default to archivedAt=null with ?includeArchived opt-in. - PoliciesService: header create/update/archive/restore (customer FK validated for a clean 404); add/update/remove for installments, vehicles, drivers, beneficiaries, claims — each scoped to its policy so one policy's id can't touch another's rows; lookups CRUD for providers, policy types, adjusters. - PoliciesController write routes: header create/update need STAFF+ (policy:create/update), archive/restore need MANAGER+ (policy:delete), every child route needs policy:update. New LookupsController at /lookups (read open; mutate needs lookup:manage / MANAGER+). Mutations audited. - DTOs (policy header, children, lookups); dates coerced; shared coerce.ts. Web: - Generic ChildCollection editor (config-driven add/edit/remove table), reused by both the policy detail child editors and the catalogs screen. - PolicyForm (header) with type/provider selects and a debounced CustomerPicker; /polizas/nuevo (accepts ?customerId prefill) and /polizas/[id]/editar. Policy detail: gated action bar (Editar/Archivar) + "Administrar detalles" child editors for all five collections. - /catalogos admin screen (aseguradoras/tipos/ajustadores), nav-gated on lookup:manage. "Nueva póliza" buttons on the list and on the customer detail (prefilled). api.ts + types for all of the above. Verified against dev: policy create (dates coerced, archivedAt null), installment/vehicle add, VIEWER child-add 403, cross-policy child guard 404, lookups CRUD with VIEWER 403 / MANAGER 201, archive drops from the default list and includeArchived surfaces it. Both apps compile clean. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
Claude Opus 4.8
@@ -3,7 +3,17 @@
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import { useEffect, useState } from "react";
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import Link from "next/link";
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import { AppShell } from "@/components/AppShell";
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import { getPolicy } from "@/lib/api";
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import {
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addPolicyChild,
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archivePolicy,
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getLookups,
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getPolicy,
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removePolicyChild,
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restorePolicy,
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updatePolicyChild,
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} from "@/lib/api";
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import { useCan } from "@/lib/abilities";
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import { ChildCollection, type ChildConfig } from "@/components/ChildCollection";
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import {
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expiryPhrase,
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formatDate,
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@@ -12,7 +22,7 @@ import {
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premiumHeadline,
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SIN_NOMBRE,
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} from "@/lib/labels";
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import type { Installment, PolicyDetail } from "@/lib/types";
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import type { AdjusterRow, Installment, PolicyDetail } from "@/lib/types";
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export default function PolizaDetailPage({
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params,
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@@ -73,9 +83,14 @@ function Detail({ id }: { id: string }) {
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if (!data) return null;
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const reload = () => getPolicy(id).then(setData).catch(() => {});
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return (
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<div className="rise">
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<BackLink />
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<div className="detail-actionbar">
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<BackLink />
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<PolicyActions data={data} onChange={reload} />
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</div>
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<Hero data={data} />
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<ClienteSection data={data} />
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<CondicionesSection data={data} />
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@@ -87,10 +102,163 @@ function Detail({ id }: { id: string }) {
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{data.claims.length > 0 && <SiniestrosSection data={data} />}
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<CoberturasSection data={data} />
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<DocumentosSection data={data} />
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<ChildrenEditor data={data} onChange={reload} />
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</div>
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);
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}
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/** Edit / archive controls for the policy header. */
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function PolicyActions({
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data,
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onChange,
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}: {
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data: PolicyDetail;
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onChange: () => void;
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}) {
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const canEdit = useCan("policy:update");
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const canDelete = useCan("policy:delete");
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const [busy, setBusy] = useState(false);
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const archived = data.archivedAt != null;
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async function toggle() {
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const verb = archived ? "restaurar" : "archivar";
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if (!window.confirm(`¿Seguro que desea ${verb} esta póliza?`)) return;
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setBusy(true);
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try {
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if (archived) await restorePolicy(data.id);
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else await archivePolicy(data.id);
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onChange();
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} catch (e) {
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window.alert((e as Error)?.message ?? "No se pudo completar la acción.");
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} finally {
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setBusy(false);
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}
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}
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if (!canEdit && !canDelete) return null;
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return (
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<div className="row-actions">
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{archived && <span className="badge badge-negative">Archivada</span>}
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{canEdit && (
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<Link href={`/polizas/${data.id}/editar`} className="btn btn-outline">
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Editar
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</Link>
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)}
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{canDelete && (
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<button type="button" className="btn btn-ghost" onClick={toggle} disabled={busy}>
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{archived ? "Restaurar" : "Archivar"}
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</button>
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)}
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</div>
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);
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}
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/** Editable child collections — only shown to users who can edit the policy. */
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function ChildrenEditor({
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data,
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onChange,
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}: {
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data: PolicyDetail;
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onChange: () => void;
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}) {
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const canEdit = useCan("policy:update");
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const [adjusters, setAdjusters] = useState<AdjusterRow[]>([]);
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useEffect(() => {
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if (canEdit) getLookups().then((l) => setAdjusters(l.adjusters)).catch(() => {});
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}, [canEdit]);
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if (!canEdit) return null;
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const INSTALLMENTS: ChildConfig = {
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apiKind: "installments",
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title: "Pagos",
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fields: [
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{ key: "sequence", label: "Sec.", type: "number" },
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{ key: "amount", label: "Monto", type: "number" },
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{ key: "currency", label: "Moneda", type: "select",
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options: [{ value: "MXN", label: "MXN" }, { value: "USD", label: "USD" }] },
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{ key: "dueDate", label: "Vence", type: "date" },
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{ key: "paidDate", label: "Pagado", type: "date" },
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{ key: "checkNumber", label: "Cheque" },
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{ key: "isCash", label: "Efectivo", type: "checkbox" },
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],
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};
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const VEHICLES: ChildConfig = {
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apiKind: "vehicles",
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title: "Vehículos",
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fields: [
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{ key: "make", label: "Marca" },
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{ key: "model", label: "Modelo" },
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{ key: "modelYear", label: "Año" },
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{ key: "licensePlate", label: "Placa" },
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{ key: "vinNumber", label: "VIN" },
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{ key: "stateCode", label: "Estado" },
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],
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};
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const DRIVERS: ChildConfig = {
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apiKind: "drivers",
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title: "Conductores",
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fields: [
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{ key: "fullName", label: "Nombre" },
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{ key: "birthDate", label: "Nacimiento", type: "date" },
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{ key: "sex", label: "Sexo" },
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{ key: "occupation", label: "Ocupación" },
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{ key: "licenseNumber", label: "Licencia" },
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{ key: "licenseState", label: "Estado" },
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],
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};
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const BENEFICIARIES: ChildConfig = {
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apiKind: "beneficiaries",
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title: "Beneficiarios",
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fields: [
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{ key: "name", label: "Nombre" },
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{ key: "phone", label: "Teléfono" },
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{ key: "email", label: "Correo" },
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{ key: "address", label: "Dirección" },
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],
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};
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const CLAIMS: ChildConfig = {
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apiKind: "claims",
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title: "Siniestros",
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fields: [
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{ key: "claimType", label: "Tipo" },
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{ key: "incidentDate", label: "Fecha", type: "date" },
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{ key: "description", label: "Descripción" },
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{ key: "adjusterId", label: "Ajustador", type: "select",
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options: adjusters.map((a) => ({ value: a.id, label: a.name ?? a.company ?? a.id })) },
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{ key: "claimedAmount", label: "Reclamado", type: "number" },
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{ key: "settledAmount", label: "Pagado", type: "number" },
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{ key: "resolved", label: "Resuelto", type: "checkbox" },
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],
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};
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const bind = (cfg: ChildConfig, rows: Record<string, unknown>[]) => (
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<ChildCollection
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config={cfg}
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rows={rows}
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canEdit={canEdit}
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onAdd={async (p) => { await addPolicyChild(data.id, cfg.apiKind, p); onChange(); }}
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onSave={async (cid, p) => { await updatePolicyChild(data.id, cfg.apiKind, cid, p); onChange(); }}
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onRemove={async (cid) => { await removePolicyChild(data.id, cfg.apiKind, cid); onChange(); }}
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/>
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);
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return (
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<section className="section">
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<div className="section-head">
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<span className="section-rule cuenta" aria-hidden />
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<h2 className="section-title">Administrar detalles</h2>
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</div>
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{bind(INSTALLMENTS, data.installments as unknown as Record<string, unknown>[])}
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{bind(VEHICLES, data.vehicles as unknown as Record<string, unknown>[])}
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{bind(DRIVERS, data.insuredDrivers as unknown as Record<string, unknown>[])}
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{bind(BENEFICIARIES, data.beneficiaries as unknown as Record<string, unknown>[])}
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{bind(CLAIMS, data.claims as unknown as Record<string, unknown>[])}
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</section>
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);
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}
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function BackLink() {
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return (
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<Link href="/polizas" className="back-link">
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