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:
2026-07-23 12:22:02 -07:00
co-authored by Claude Opus 4.8
parent 12692a0af8
commit 7a46c30d9b
22 changed files with 1973 additions and 19 deletions
+244
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"use client";
import { useState } from "react";
/** A single editable field in a child row. */
export type FieldDef = {
key: string;
label: string;
type?: "text" | "number" | "date" | "checkbox" | "select";
options?: { value: string; label: string }[];
width?: number;
};
export type ChildConfig = {
/** URL segment: installments | vehicles | drivers | beneficiaries | claims */
apiKind: string;
title: string;
fields: FieldDef[];
};
type RowValues = Record<string, string | boolean>;
function toDateInput(v: unknown): string {
if (!v || typeof v !== "string") return "";
const d = new Date(v);
return isNaN(d.getTime()) ? "" : d.toISOString().slice(0, 10);
}
/** Build editable values for a field from an existing row (or blank). */
function rowToValues(fields: FieldDef[], row?: Record<string, unknown>): RowValues {
const v: RowValues = {};
for (const f of fields) {
const raw = row?.[f.key];
if (f.type === "checkbox") v[f.key] = !!raw;
else if (f.type === "date") v[f.key] = toDateInput(raw);
else v[f.key] = raw == null ? "" : String(raw);
}
return v;
}
/** Coerce editable values into an API payload (numbers/blanks handled). */
function valuesToPayload(fields: FieldDef[], v: RowValues): Record<string, unknown> {
const out: Record<string, unknown> = {};
for (const f of fields) {
const val = v[f.key];
if (f.type === "checkbox") out[f.key] = !!val;
else if (f.type === "number") {
const s = String(val).trim();
out[f.key] = s === "" ? undefined : Number(s);
} else {
const s = String(val).trim();
out[f.key] = s === "" ? undefined : s;
}
}
return out;
}
/**
* Generic add/edit/remove editor for a policy's child collection. The parent
* owns the API calls (so it can reload the policy afterward); this component is
* pure UI over `rows` plus add/save/remove callbacks.
*/
export function ChildCollection({
config,
rows,
canEdit,
onAdd,
onSave,
onRemove,
}: {
config: ChildConfig;
rows: Record<string, unknown>[];
canEdit: boolean;
onAdd: (payload: Record<string, unknown>) => Promise<void>;
onSave: (id: string, payload: Record<string, unknown>) => Promise<void>;
onRemove: (id: string) => Promise<void>;
}) {
const [editingId, setEditingId] = useState<string | null>(null);
const [adding, setAdding] = useState(false);
const [values, setValues] = useState<RowValues>({});
const [busy, setBusy] = useState(false);
function startAdd() {
setEditingId(null);
setAdding(true);
setValues(rowToValues(config.fields));
}
function startEdit(row: Record<string, unknown>) {
setAdding(false);
setEditingId(String(row.id));
setValues(rowToValues(config.fields, row));
}
function cancel() {
setAdding(false);
setEditingId(null);
}
async function submit() {
setBusy(true);
try {
const payload = valuesToPayload(config.fields, values);
if (editingId) await onSave(editingId, payload);
else await onAdd(payload);
cancel();
} catch (e) {
window.alert((e as Error)?.message ?? "No se pudo guardar.");
} finally {
setBusy(false);
}
}
async function remove(id: string) {
if (!window.confirm("¿Eliminar este registro?")) return;
try {
await onRemove(id);
} catch (e) {
window.alert((e as Error)?.message ?? "No se pudo eliminar.");
}
}
function editor() {
return (
<div className="child-editor">
<div className="form-grid">
{config.fields.map((f) => (
<label className="field" key={f.key}>
<span className="field-label">{f.label}</span>
{f.type === "checkbox" ? (
<input
type="checkbox"
checked={!!values[f.key]}
onChange={(e) => setValues({ ...values, [f.key]: e.target.checked })}
/>
) : f.type === "select" ? (
<select
className="select"
value={String(values[f.key] ?? "")}
onChange={(e) => setValues({ ...values, [f.key]: e.target.value })}
>
<option value=""></option>
{f.options?.map((o) => (
<option key={o.value} value={o.value}>
{o.label}
</option>
))}
</select>
) : (
<input
className="input"
type={f.type === "number" ? "number" : f.type === "date" ? "date" : "text"}
step={f.type === "number" ? "0.01" : undefined}
value={String(values[f.key] ?? "")}
onChange={(e) => setValues({ ...values, [f.key]: e.target.value })}
/>
)}
</label>
))}
</div>
<div className="form-actions">
<button type="button" className="btn btn-primary" onClick={submit} disabled={busy}>
{busy ? "Guardando…" : editingId ? "Guardar" : "Agregar"}
</button>
<button type="button" className="btn btn-ghost" onClick={cancel}>
Cancelar
</button>
</div>
</div>
);
}
return (
<div className="card" style={{ padding: 16, marginBottom: 14 }}>
<div className="child-head">
<h3 className="section-title" style={{ margin: 0 }}>
{config.title}
<span className="section-count"> {rows.length}</span>
</h3>
{canEdit && !adding && editingId === null && (
<button type="button" className="btn btn-outline" onClick={startAdd}>
+ Agregar
</button>
)}
</div>
{rows.length === 0 && !adding ? (
<div className="empty-inline">Sin registros.</div>
) : (
<div className="tx-scroll">
<table className="tx-table">
<thead>
<tr>
{config.fields.map((f) => (
<th key={f.key}>{f.label}</th>
))}
{canEdit && <th className="num">Acciones</th>}
</tr>
</thead>
<tbody>
{rows.map((row) => (
<tr key={String(row.id)}>
{config.fields.map((f) => (
<td key={f.key}>{cellText(f, row[f.key])}</td>
))}
{canEdit && (
<td>
<div className="row-actions">
<button
type="button"
className="btn btn-ghost"
onClick={() => startEdit(row)}
>
Editar
</button>
<button
type="button"
className="btn btn-ghost"
onClick={() => remove(String(row.id))}
>
Eliminar
</button>
</div>
</td>
)}
</tr>
))}
</tbody>
</table>
</div>
)}
{(adding || editingId !== null) && editor()}
</div>
);
}
function cellText(f: FieldDef, raw: unknown): string {
if (f.type === "checkbox") return raw ? "Sí" : "No";
if (f.type === "date") return toDateInput(raw) || "—";
if (f.type === "select") {
const opt = f.options?.find((o) => o.value === String(raw));
return opt ? opt.label : "—";
}
return raw == null || raw === "" ? "—" : String(raw);
}