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
@@ -0,0 +1,10 @@
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// Small shared coercers for DTO fields that arrive as strings from JSON.
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// Distinguishing "field absent" (undefined -> leave unchanged) from
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// "field cleared" (null/"" -> set null) matters for PATCH semantics.
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export function toDate(v?: string | null): Date | null | undefined {
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if (v === undefined) return undefined;
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if (v === "" || v === null) return null;
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const d = new Date(v);
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return isNaN(d.getTime()) ? undefined : d;
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}
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@@ -0,0 +1,78 @@
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import {
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IsBoolean,
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IsEmail,
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IsEnum,
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IsInt,
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IsNumber,
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IsOptional,
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IsString,
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} from "class-validator";
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import { Currency } from "@jorgecuadros/database";
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// Each child DTO covers create; updates reuse the same shape with all fields
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// optional via the corresponding Update class. Route supplies the policyId.
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export class InstallmentDto {
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@IsInt() sequence!: number;
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@IsOptional() @IsNumber() amount?: number;
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@IsOptional() @IsEnum(Currency) currency?: Currency;
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@IsOptional() @IsString() dueDate?: string;
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@IsOptional() @IsString() paidDate?: string;
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@IsOptional() @IsString() checkNumber?: string;
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@IsOptional() @IsBoolean() isCash?: boolean;
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}
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export class UpdateInstallmentDto {
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@IsOptional() @IsInt() sequence?: number;
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@IsOptional() @IsNumber() amount?: number;
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@IsOptional() @IsEnum(Currency) currency?: Currency;
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@IsOptional() @IsString() dueDate?: string;
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@IsOptional() @IsString() paidDate?: string;
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@IsOptional() @IsString() checkNumber?: string;
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@IsOptional() @IsBoolean() isCash?: boolean;
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}
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export class VehicleDto {
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@IsOptional() @IsString() make?: string;
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@IsOptional() @IsString() model?: string;
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@IsOptional() @IsString() modelYear?: string;
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@IsOptional() @IsString() bodyType?: string;
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@IsOptional() @IsString() engineNumber?: string;
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@IsOptional() @IsString() licensePlate?: string;
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@IsOptional() @IsString() vinNumber?: string;
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@IsOptional() @IsString() stateCode?: string;
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@IsOptional() @IsString() notes?: string;
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}
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export class UpdateVehicleDto extends VehicleDto {}
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export class DriverDto {
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@IsOptional() @IsString() fullName?: string;
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@IsOptional() @IsString() birthDate?: string;
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@IsOptional() @IsString() sex?: string;
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@IsOptional() @IsString() occupation?: string;
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@IsOptional() @IsString() licenseNumber?: string;
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@IsOptional() @IsString() licenseState?: string;
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}
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export class UpdateDriverDto extends DriverDto {}
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export class BeneficiaryDto {
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@IsOptional() @IsString() name?: string;
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@IsOptional() @IsString() address?: string;
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@IsOptional() @IsString() phone?: string;
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@IsOptional() @IsEmail() email?: string;
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}
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export class UpdateBeneficiaryDto extends BeneficiaryDto {}
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export class ClaimDto {
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@IsOptional() @IsString() claimType?: string;
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@IsOptional() @IsString() incidentDate?: string;
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@IsOptional() @IsString() reportedDate?: string;
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@IsOptional() @IsString() description?: string;
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@IsOptional() @IsString() adjusterId?: string;
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@IsOptional() @IsNumber() claimedAmount?: number;
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@IsOptional() @IsNumber() settledAmount?: number;
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@IsOptional() @IsString() settlementDate?: string;
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@IsOptional() @IsString() checkNumber?: string;
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@IsOptional() @IsBoolean() resolved?: boolean;
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@IsOptional() @IsString() resolutionNotes?: string;
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}
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export class UpdateClaimDto extends ClaimDto {}
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@@ -0,0 +1,26 @@
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import { IsOptional, IsString, MinLength } from "class-validator";
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export class ProviderDto {
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@IsString() @MinLength(1) name!: string;
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}
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export class UpdateProviderDto {
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@IsOptional() @IsString() @MinLength(1) name?: string;
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}
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export class PolicyTypeDto {
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@IsString() @MinLength(1) name!: string;
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@IsOptional() @IsString() shortDescription?: string;
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}
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export class UpdatePolicyTypeDto {
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@IsOptional() @IsString() @MinLength(1) name?: string;
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@IsOptional() @IsString() shortDescription?: string;
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}
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export class AdjusterDto {
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@IsOptional() @IsString() company?: string;
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@IsOptional() @IsString() city?: string;
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@IsOptional() @IsString() name?: string;
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@IsOptional() @IsString() phone?: string;
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@IsOptional() @IsString() beeper?: string;
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}
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export class UpdateAdjusterDto extends AdjusterDto {}
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@@ -0,0 +1,86 @@
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import {
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Body,
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Controller,
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Delete,
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Get,
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Param,
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Patch,
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Post,
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UseGuards,
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} from "@nestjs/common";
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import { AuthenticatedGuard } from "../auth/authenticated.guard";
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import { AbilityGuard } from "../auth/ability.guard";
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import { RequireAbility } from "../auth/require-ability.decorator";
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import { PoliciesService } from "./policies.service";
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import {
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AdjusterDto,
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PolicyTypeDto,
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ProviderDto,
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UpdateAdjusterDto,
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UpdatePolicyTypeDto,
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UpdateProviderDto,
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} from "./lookup.dto";
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/**
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* Insurance reference data: providers, policy types, adjusters. Reading is open
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* to any authenticated user (the policy form needs the options); mutating needs
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* "lookup:manage" (MANAGER+).
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*/
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@UseGuards(AuthenticatedGuard, AbilityGuard)
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@Controller("lookups")
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export class LookupsController {
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constructor(private readonly policies: PoliciesService) {}
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@Get()
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list() {
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return this.policies.listLookups();
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}
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@Post("providers")
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@RequireAbility("lookup:manage")
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createProvider(@Body() dto: ProviderDto) {
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return this.policies.createProvider(dto);
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}
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@Patch("providers/:id")
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@RequireAbility("lookup:manage")
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updateProvider(@Param("id") id: string, @Body() dto: UpdateProviderDto) {
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return this.policies.updateProvider(id, dto);
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}
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@Delete("providers/:id")
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@RequireAbility("lookup:manage")
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removeProvider(@Param("id") id: string) {
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return this.policies.removeProvider(id);
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}
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@Post("policy-types")
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@RequireAbility("lookup:manage")
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createType(@Body() dto: PolicyTypeDto) {
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return this.policies.createPolicyType(dto);
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}
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@Patch("policy-types/:id")
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@RequireAbility("lookup:manage")
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updateType(@Param("id") id: string, @Body() dto: UpdatePolicyTypeDto) {
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return this.policies.updatePolicyType(id, dto);
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}
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@Delete("policy-types/:id")
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@RequireAbility("lookup:manage")
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removeType(@Param("id") id: string) {
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return this.policies.removePolicyType(id);
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}
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@Post("adjusters")
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@RequireAbility("lookup:manage")
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createAdjuster(@Body() dto: AdjusterDto) {
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return this.policies.createAdjuster(dto);
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}
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@Patch("adjusters/:id")
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@RequireAbility("lookup:manage")
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updateAdjuster(@Param("id") id: string, @Body() dto: UpdateAdjusterDto) {
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return this.policies.updateAdjuster(id, dto);
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}
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@Delete("adjusters/:id")
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@RequireAbility("lookup:manage")
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removeAdjuster(@Param("id") id: string) {
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return this.policies.removeAdjuster(id);
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}
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}
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@@ -1,10 +1,37 @@
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import { Controller, Get, Param, Query, UseGuards } from "@nestjs/common";
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import {
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Body,
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Controller,
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Delete,
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Get,
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Param,
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Patch,
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Post,
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Query,
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Req,
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UseGuards,
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} from "@nestjs/common";
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import { Request } from "express";
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import { AuthenticatedGuard } from "../auth/authenticated.guard";
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import { AbilityGuard } from "../auth/ability.guard";
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import { RequireAbility } from "../auth/require-ability.decorator";
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import { AuditService } from "../common/audit.service";
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import {
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PoliciesService,
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type PolicySort,
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type PolicyStatus,
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} from "./policies.service";
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import { CreatePolicyDto, UpdatePolicyDto } from "./policy.dto";
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import {
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BeneficiaryDto,
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ClaimDto,
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DriverDto,
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InstallmentDto,
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UpdateBeneficiaryDto,
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UpdateClaimDto,
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UpdateDriverDto,
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UpdateInstallmentDto,
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VehicleDto,
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} from "./children.dto";
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const STATUSES: PolicyStatus[] = ["active", "expiring", "expired", "undated"];
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const SORTS: PolicySort[] = [
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@@ -15,15 +42,21 @@ const SORTS: PolicySort[] = [
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"premium_desc",
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];
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/** Clamped expiry window; 30 days is the default renewal horizon. */
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function parseDays(days?: string): number {
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return Math.min(365, Math.max(1, Number(days) || 30));
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}
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@UseGuards(AuthenticatedGuard)
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@UseGuards(AuthenticatedGuard, AbilityGuard)
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@Controller("policies")
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export class PoliciesController {
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constructor(private readonly policies: PoliciesService) {}
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constructor(
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private readonly policies: PoliciesService,
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private readonly audit: AuditService,
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) {}
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private actingId(req: Request): string {
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return (req.user as { id: string }).id;
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}
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@Get("stats")
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stats(@Query("days") days?: string) {
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@@ -45,6 +78,7 @@ export class PoliciesController {
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@Query("typeId") typeId?: string,
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@Query("providerId") providerId?: string,
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@Query("liquidated") liquidated?: string,
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@Query("includeArchived") includeArchived?: string,
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@Query("sort") sort?: string,
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) {
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return this.policies.list({
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@@ -59,6 +93,7 @@ export class PoliciesController {
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providerId: providerId || undefined,
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liquidated:
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liquidated === "true" ? true : liquidated === "false" ? false : undefined,
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includeArchived: includeArchived === "true",
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sort: SORTS.includes(sort as PolicySort)
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? (sort as PolicySort)
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: "expiry_desc",
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@@ -69,4 +104,140 @@ export class PoliciesController {
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detail(@Param("id") id: string, @Query("days") days?: string) {
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return this.policies.detail(id, parseDays(days));
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}
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// --- header writes --------------------------------------------------------
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@Post()
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@RequireAbility("policy:create")
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async create(@Body() dto: CreatePolicyDto, @Req() req: Request) {
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const p = await this.policies.create(dto);
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void this.audit.log(this.actingId(req), "policy.create", { policyId: p.id });
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return p;
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}
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@Patch(":id")
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@RequireAbility("policy:update")
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async update(@Param("id") id: string, @Body() dto: UpdatePolicyDto, @Req() req: Request) {
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const p = await this.policies.update(id, dto);
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void this.audit.log(this.actingId(req), "policy.update", { policyId: id });
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return p;
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}
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@Delete(":id")
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@RequireAbility("policy:delete")
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async archive(@Param("id") id: string, @Req() req: Request) {
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const p = await this.policies.archive(id);
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void this.audit.log(this.actingId(req), "policy.archive", { policyId: id });
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return p;
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}
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@Post(":id/restore")
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@RequireAbility("policy:delete")
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async restore(@Param("id") id: string, @Req() req: Request) {
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const p = await this.policies.restore(id);
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void this.audit.log(this.actingId(req), "policy.restore", { policyId: id });
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return p;
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}
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// --- children (all editing a policy => policy:update) ---------------------
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@Post(":id/installments")
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@RequireAbility("policy:update")
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addInstallment(@Param("id") id: string, @Body() dto: InstallmentDto) {
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return this.policies.addInstallment(id, dto);
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}
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@Patch(":id/installments/:childId")
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@RequireAbility("policy:update")
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updateInstallment(
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@Param("id") id: string,
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@Param("childId") childId: string,
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@Body() dto: UpdateInstallmentDto,
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) {
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return this.policies.updateInstallment(id, childId, dto);
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}
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@Delete(":id/installments/:childId")
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@RequireAbility("policy:update")
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removeInstallment(@Param("id") id: string, @Param("childId") childId: string) {
|
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return this.policies.removeInstallment(id, childId);
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}
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|
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@Post(":id/vehicles")
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@RequireAbility("policy:update")
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addVehicle(@Param("id") id: string, @Body() dto: VehicleDto) {
|
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return this.policies.addVehicle(id, dto);
|
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}
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@Patch(":id/vehicles/:childId")
|
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@RequireAbility("policy:update")
|
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updateVehicle(
|
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@Param("id") id: string,
|
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@Param("childId") childId: string,
|
||||
@Body() dto: VehicleDto,
|
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) {
|
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return this.policies.updateVehicle(id, childId, dto);
|
||||
}
|
||||
@Delete(":id/vehicles/:childId")
|
||||
@RequireAbility("policy:update")
|
||||
removeVehicle(@Param("id") id: string, @Param("childId") childId: string) {
|
||||
return this.policies.removeVehicle(id, childId);
|
||||
}
|
||||
|
||||
@Post(":id/drivers")
|
||||
@RequireAbility("policy:update")
|
||||
addDriver(@Param("id") id: string, @Body() dto: DriverDto) {
|
||||
return this.policies.addDriver(id, dto);
|
||||
}
|
||||
@Patch(":id/drivers/:childId")
|
||||
@RequireAbility("policy:update")
|
||||
updateDriver(
|
||||
@Param("id") id: string,
|
||||
@Param("childId") childId: string,
|
||||
@Body() dto: UpdateDriverDto,
|
||||
) {
|
||||
return this.policies.updateDriver(id, childId, dto);
|
||||
}
|
||||
@Delete(":id/drivers/:childId")
|
||||
@RequireAbility("policy:update")
|
||||
removeDriver(@Param("id") id: string, @Param("childId") childId: string) {
|
||||
return this.policies.removeDriver(id, childId);
|
||||
}
|
||||
|
||||
@Post(":id/beneficiaries")
|
||||
@RequireAbility("policy:update")
|
||||
addBeneficiary(@Param("id") id: string, @Body() dto: BeneficiaryDto) {
|
||||
return this.policies.addBeneficiary(id, dto);
|
||||
}
|
||||
@Patch(":id/beneficiaries/:childId")
|
||||
@RequireAbility("policy:update")
|
||||
updateBeneficiary(
|
||||
@Param("id") id: string,
|
||||
@Param("childId") childId: string,
|
||||
@Body() dto: UpdateBeneficiaryDto,
|
||||
) {
|
||||
return this.policies.updateBeneficiary(id, childId, dto);
|
||||
}
|
||||
@Delete(":id/beneficiaries/:childId")
|
||||
@RequireAbility("policy:update")
|
||||
removeBeneficiary(@Param("id") id: string, @Param("childId") childId: string) {
|
||||
return this.policies.removeBeneficiary(id, childId);
|
||||
}
|
||||
|
||||
@Post(":id/claims")
|
||||
@RequireAbility("policy:update")
|
||||
addClaim(@Param("id") id: string, @Body() dto: ClaimDto) {
|
||||
return this.policies.addClaim(id, dto);
|
||||
}
|
||||
@Patch(":id/claims/:childId")
|
||||
@RequireAbility("policy:update")
|
||||
updateClaim(
|
||||
@Param("id") id: string,
|
||||
@Param("childId") childId: string,
|
||||
@Body() dto: UpdateClaimDto,
|
||||
) {
|
||||
return this.policies.updateClaim(id, childId, dto);
|
||||
}
|
||||
@Delete(":id/claims/:childId")
|
||||
@RequireAbility("policy:update")
|
||||
removeClaim(@Param("id") id: string, @Param("childId") childId: string) {
|
||||
return this.policies.removeClaim(id, childId);
|
||||
}
|
||||
}
|
||||
|
||||
@@ -1,9 +1,10 @@
|
||||
import { Module } from "@nestjs/common";
|
||||
import { PoliciesController } from "./policies.controller";
|
||||
import { LookupsController } from "./lookups.controller";
|
||||
import { PoliciesService } from "./policies.service";
|
||||
|
||||
@Module({
|
||||
controllers: [PoliciesController],
|
||||
controllers: [PoliciesController, LookupsController],
|
||||
providers: [PoliciesService],
|
||||
})
|
||||
export class PoliciesModule {}
|
||||
|
||||
@@ -1,6 +1,27 @@
|
||||
import { Injectable, NotFoundException } from "@nestjs/common";
|
||||
import { Prisma } from "@jorgecuadros/database";
|
||||
import { PrismaService } from "../prisma/prisma.service";
|
||||
import { toDate } from "../common/coerce";
|
||||
import { CreatePolicyDto, UpdatePolicyDto } from "./policy.dto";
|
||||
import {
|
||||
BeneficiaryDto,
|
||||
ClaimDto,
|
||||
DriverDto,
|
||||
InstallmentDto,
|
||||
UpdateBeneficiaryDto,
|
||||
UpdateClaimDto,
|
||||
UpdateDriverDto,
|
||||
UpdateInstallmentDto,
|
||||
VehicleDto,
|
||||
} from "./children.dto";
|
||||
import {
|
||||
AdjusterDto,
|
||||
PolicyTypeDto,
|
||||
ProviderDto,
|
||||
UpdateAdjusterDto,
|
||||
UpdatePolicyTypeDto,
|
||||
UpdateProviderDto,
|
||||
} from "./lookup.dto";
|
||||
|
||||
/**
|
||||
* Vigencia buckets, derived from `policyTo` against today. `undated` is a real
|
||||
@@ -27,6 +48,7 @@ export interface ListParams {
|
||||
typeId?: string;
|
||||
providerId?: string;
|
||||
liquidated?: boolean;
|
||||
includeArchived?: boolean;
|
||||
sort: PolicySort;
|
||||
}
|
||||
|
||||
@@ -97,11 +119,13 @@ export class PoliciesService {
|
||||
|
||||
/** Policy list with search, vigencia/type/provider filters, paginated. */
|
||||
async list(params: ListParams) {
|
||||
const { query, page, pageSize, status, days, typeId, providerId, liquidated, sort } =
|
||||
params;
|
||||
const { query, page, pageSize, status, days, typeId, providerId, liquidated,
|
||||
includeArchived, sort } = params;
|
||||
|
||||
const where: Prisma.PolicyWhereInput = { ...this.statusWhere(status, days) };
|
||||
|
||||
if (!includeArchived) where.archivedAt = null;
|
||||
|
||||
if (query && query.trim()) {
|
||||
const q = query.trim();
|
||||
where.OR = [
|
||||
@@ -134,6 +158,7 @@ export class PoliciesService {
|
||||
total: true,
|
||||
currency: true,
|
||||
liquidated: true,
|
||||
archivedAt: true,
|
||||
customer: { select: { id: true, name: true, city: true } },
|
||||
policyType: { select: { id: true, name: true } },
|
||||
insuranceProvider: { select: { id: true, name: true } },
|
||||
@@ -155,6 +180,7 @@ export class PoliciesService {
|
||||
total: r.total,
|
||||
currency: r.currency,
|
||||
liquidated: r.liquidated,
|
||||
archived: r.archivedAt != null,
|
||||
customerId: r.customer.id,
|
||||
customerName: r.customer.name,
|
||||
customerCity: r.customer.city,
|
||||
@@ -278,4 +304,229 @@ export class PoliciesService {
|
||||
daysToExpiry: daysUntil(policy.policyTo, from),
|
||||
};
|
||||
}
|
||||
|
||||
// --- policy header writes -------------------------------------------------
|
||||
|
||||
private headerData(dto: CreatePolicyDto | UpdatePolicyDto) {
|
||||
const { policyDate, policyFrom, policyTo, liquidationDate, ...rest } =
|
||||
dto as CreatePolicyDto;
|
||||
return {
|
||||
...rest,
|
||||
...(policyDate !== undefined && { policyDate: toDate(policyDate) }),
|
||||
...(policyFrom !== undefined && { policyFrom: toDate(policyFrom) }),
|
||||
...(policyTo !== undefined && { policyTo: toDate(policyTo) }),
|
||||
...(liquidationDate !== undefined && { liquidationDate: toDate(liquidationDate) }),
|
||||
};
|
||||
}
|
||||
|
||||
async create(dto: CreatePolicyDto) {
|
||||
// Validate the customer FK up front for a clean 404 instead of a raw
|
||||
// Prisma constraint error.
|
||||
const customer = await this.prisma.customer.findUnique({
|
||||
where: { id: dto.customerId },
|
||||
select: { id: true },
|
||||
});
|
||||
if (!customer) throw new NotFoundException(`Customer ${dto.customerId} not found`);
|
||||
|
||||
return this.prisma.policy.create({
|
||||
data: {
|
||||
...this.headerData(dto),
|
||||
policyNumber: dto.policyNumber,
|
||||
customerId: dto.customerId,
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
async update(id: string, dto: UpdatePolicyDto) {
|
||||
await this.ensurePolicy(id);
|
||||
return this.prisma.policy.update({ where: { id }, data: this.headerData(dto) });
|
||||
}
|
||||
|
||||
async archive(id: string) {
|
||||
await this.ensurePolicy(id);
|
||||
return this.prisma.policy.update({ where: { id }, data: { archivedAt: new Date() } });
|
||||
}
|
||||
|
||||
async restore(id: string) {
|
||||
await this.ensurePolicy(id);
|
||||
return this.prisma.policy.update({ where: { id }, data: { archivedAt: null } });
|
||||
}
|
||||
|
||||
private async ensurePolicy(id: string) {
|
||||
const found = await this.prisma.policy.findUnique({
|
||||
where: { id },
|
||||
select: { id: true },
|
||||
});
|
||||
if (!found) throw new NotFoundException(`Policy ${id} not found`);
|
||||
}
|
||||
|
||||
// --- child rows -----------------------------------------------------------
|
||||
// Each child is created under a policy and edited/removed by its own id,
|
||||
// scoped to that policy so one policy's id can't touch another's rows.
|
||||
|
||||
private async ensureChild(
|
||||
model: "policyPaymentInstallment" | "vehicle" | "insuredDriver" | "policyBeneficiary" | "claim",
|
||||
policyId: string,
|
||||
childId: string,
|
||||
) {
|
||||
await this.ensurePolicy(policyId);
|
||||
// @ts-expect-error dynamic delegate access is safe for these known models
|
||||
const row = await this.prisma[model].findFirst({
|
||||
where: { id: childId, policyId },
|
||||
select: { id: true },
|
||||
});
|
||||
if (!row) throw new NotFoundException(`Child ${childId} not found on policy ${policyId}`);
|
||||
}
|
||||
|
||||
async addInstallment(policyId: string, dto: InstallmentDto) {
|
||||
await this.ensurePolicy(policyId);
|
||||
return this.prisma.policyPaymentInstallment.create({
|
||||
data: {
|
||||
policyId,
|
||||
sequence: dto.sequence,
|
||||
amount: dto.amount,
|
||||
currency: dto.currency,
|
||||
dueDate: toDate(dto.dueDate) ?? undefined,
|
||||
paidDate: toDate(dto.paidDate) ?? undefined,
|
||||
checkNumber: dto.checkNumber,
|
||||
isCash: dto.isCash,
|
||||
},
|
||||
});
|
||||
}
|
||||
async updateInstallment(policyId: string, id: string, dto: UpdateInstallmentDto) {
|
||||
await this.ensureChild("policyPaymentInstallment", policyId, id);
|
||||
return this.prisma.policyPaymentInstallment.update({
|
||||
where: { id },
|
||||
data: {
|
||||
sequence: dto.sequence,
|
||||
amount: dto.amount,
|
||||
currency: dto.currency,
|
||||
...(dto.dueDate !== undefined && { dueDate: toDate(dto.dueDate) }),
|
||||
...(dto.paidDate !== undefined && { paidDate: toDate(dto.paidDate) }),
|
||||
checkNumber: dto.checkNumber,
|
||||
isCash: dto.isCash,
|
||||
},
|
||||
});
|
||||
}
|
||||
async removeInstallment(policyId: string, id: string) {
|
||||
await this.ensureChild("policyPaymentInstallment", policyId, id);
|
||||
return this.prisma.policyPaymentInstallment.delete({ where: { id } });
|
||||
}
|
||||
|
||||
async addVehicle(policyId: string, dto: VehicleDto) {
|
||||
await this.ensurePolicy(policyId);
|
||||
return this.prisma.vehicle.create({ data: { policyId, ...dto } });
|
||||
}
|
||||
async updateVehicle(policyId: string, id: string, dto: VehicleDto) {
|
||||
await this.ensureChild("vehicle", policyId, id);
|
||||
return this.prisma.vehicle.update({ where: { id }, data: { ...dto } });
|
||||
}
|
||||
async removeVehicle(policyId: string, id: string) {
|
||||
await this.ensureChild("vehicle", policyId, id);
|
||||
return this.prisma.vehicle.delete({ where: { id } });
|
||||
}
|
||||
|
||||
async addDriver(policyId: string, dto: DriverDto) {
|
||||
await this.ensurePolicy(policyId);
|
||||
return this.prisma.insuredDriver.create({
|
||||
data: { policyId, ...dto, birthDate: toDate(dto.birthDate) ?? undefined },
|
||||
});
|
||||
}
|
||||
async updateDriver(policyId: string, id: string, dto: UpdateDriverDto) {
|
||||
await this.ensureChild("insuredDriver", policyId, id);
|
||||
return this.prisma.insuredDriver.update({
|
||||
where: { id },
|
||||
data: { ...dto, ...(dto.birthDate !== undefined && { birthDate: toDate(dto.birthDate) }) },
|
||||
});
|
||||
}
|
||||
async removeDriver(policyId: string, id: string) {
|
||||
await this.ensureChild("insuredDriver", policyId, id);
|
||||
return this.prisma.insuredDriver.delete({ where: { id } });
|
||||
}
|
||||
|
||||
async addBeneficiary(policyId: string, dto: BeneficiaryDto) {
|
||||
await this.ensurePolicy(policyId);
|
||||
return this.prisma.policyBeneficiary.create({ data: { policyId, ...dto } });
|
||||
}
|
||||
async updateBeneficiary(policyId: string, id: string, dto: UpdateBeneficiaryDto) {
|
||||
await this.ensureChild("policyBeneficiary", policyId, id);
|
||||
return this.prisma.policyBeneficiary.update({ where: { id }, data: { ...dto } });
|
||||
}
|
||||
async removeBeneficiary(policyId: string, id: string) {
|
||||
await this.ensureChild("policyBeneficiary", policyId, id);
|
||||
return this.prisma.policyBeneficiary.delete({ where: { id } });
|
||||
}
|
||||
|
||||
async addClaim(policyId: string, dto: ClaimDto) {
|
||||
await this.ensurePolicy(policyId);
|
||||
return this.prisma.claim.create({ data: { policyId, ...this.claimData(dto) } });
|
||||
}
|
||||
async updateClaim(policyId: string, id: string, dto: UpdateClaimDto) {
|
||||
await this.ensureChild("claim", policyId, id);
|
||||
return this.prisma.claim.update({ where: { id }, data: this.claimData(dto) });
|
||||
}
|
||||
async removeClaim(policyId: string, id: string) {
|
||||
await this.ensureChild("claim", policyId, id);
|
||||
return this.prisma.claim.delete({ where: { id } });
|
||||
}
|
||||
private claimData(dto: ClaimDto) {
|
||||
const { incidentDate, reportedDate, settlementDate, ...rest } = dto;
|
||||
return {
|
||||
...rest,
|
||||
...(incidentDate !== undefined && { incidentDate: toDate(incidentDate) }),
|
||||
...(reportedDate !== undefined && { reportedDate: toDate(reportedDate) }),
|
||||
...(settlementDate !== undefined && { settlementDate: toDate(settlementDate) }),
|
||||
};
|
||||
}
|
||||
|
||||
// --- lookups (providers / policy types / adjusters) -----------------------
|
||||
|
||||
listLookups() {
|
||||
return this.prisma.$transaction([
|
||||
this.prisma.insuranceProvider.findMany({
|
||||
orderBy: { name: "asc" },
|
||||
select: { id: true, name: true, _count: { select: { policies: true } } },
|
||||
}),
|
||||
this.prisma.policyType.findMany({
|
||||
orderBy: { name: "asc" },
|
||||
select: {
|
||||
id: true,
|
||||
name: true,
|
||||
shortDescription: true,
|
||||
_count: { select: { policies: true } },
|
||||
},
|
||||
}),
|
||||
this.prisma.adjuster.findMany({ orderBy: { name: "asc" } }),
|
||||
]).then(([providers, types, adjusters]) => ({ providers, types, adjusters }));
|
||||
}
|
||||
|
||||
createProvider(dto: ProviderDto) {
|
||||
return this.prisma.insuranceProvider.create({ data: dto });
|
||||
}
|
||||
updateProvider(id: string, dto: UpdateProviderDto) {
|
||||
return this.prisma.insuranceProvider.update({ where: { id }, data: dto });
|
||||
}
|
||||
removeProvider(id: string) {
|
||||
return this.prisma.insuranceProvider.delete({ where: { id } });
|
||||
}
|
||||
|
||||
createPolicyType(dto: PolicyTypeDto) {
|
||||
return this.prisma.policyType.create({ data: dto });
|
||||
}
|
||||
updatePolicyType(id: string, dto: UpdatePolicyTypeDto) {
|
||||
return this.prisma.policyType.update({ where: { id }, data: dto });
|
||||
}
|
||||
removePolicyType(id: string) {
|
||||
return this.prisma.policyType.delete({ where: { id } });
|
||||
}
|
||||
|
||||
createAdjuster(dto: AdjusterDto) {
|
||||
return this.prisma.adjuster.create({ data: dto });
|
||||
}
|
||||
updateAdjuster(id: string, dto: UpdateAdjusterDto) {
|
||||
return this.prisma.adjuster.update({ where: { id }, data: dto });
|
||||
}
|
||||
removeAdjuster(id: string) {
|
||||
return this.prisma.adjuster.delete({ where: { id } });
|
||||
}
|
||||
}
|
||||
|
||||
@@ -0,0 +1,62 @@
|
||||
import {
|
||||
IsBoolean,
|
||||
IsInt,
|
||||
IsNumber,
|
||||
IsOptional,
|
||||
IsString,
|
||||
MinLength,
|
||||
} from "class-validator";
|
||||
import { Currency } from "@jorgecuadros/database";
|
||||
import { IsEnum } from "class-validator";
|
||||
|
||||
/** Editable policy-header fields. coveragesJson (freeform legacy blob) is not
|
||||
* exposed for editing. Dates arrive as ISO strings and are coerced by the
|
||||
* service. `total` is legacy-dead data — the UI uses netPremium. */
|
||||
export class CreatePolicyDto {
|
||||
@IsString() @MinLength(1) policyNumber!: string;
|
||||
@IsString() @MinLength(1) customerId!: string;
|
||||
|
||||
@IsOptional() @IsString() policyTypeId?: string;
|
||||
@IsOptional() @IsString() insuranceProviderId?: string;
|
||||
@IsOptional() @IsString() agentName?: string;
|
||||
@IsOptional() @IsString() policyDate?: string;
|
||||
@IsOptional() @IsString() policyFrom?: string;
|
||||
@IsOptional() @IsString() policyTo?: string;
|
||||
@IsOptional() @IsInt() coveragePeriodDays?: number;
|
||||
@IsOptional() @IsNumber() netPremium?: number;
|
||||
@IsOptional() @IsNumber() policyFee?: number;
|
||||
@IsOptional() @IsNumber() brokerFee?: number;
|
||||
@IsOptional() @IsNumber() commission?: number;
|
||||
@IsOptional() @IsNumber() total?: number;
|
||||
@IsOptional() @IsEnum(Currency) currency?: Currency;
|
||||
@IsOptional() @IsString() observations?: string;
|
||||
@IsOptional() @IsString() notes?: string;
|
||||
@IsOptional() @IsBoolean() endorsement?: boolean;
|
||||
@IsOptional() @IsBoolean() liquidated?: boolean;
|
||||
@IsOptional() @IsString() liquidationNumber?: string;
|
||||
@IsOptional() @IsString() liquidationDate?: string;
|
||||
}
|
||||
|
||||
/** All header fields optional (customerId is not re-assignable on update). */
|
||||
export class UpdatePolicyDto {
|
||||
@IsOptional() @IsString() @MinLength(1) policyNumber?: string;
|
||||
@IsOptional() @IsString() policyTypeId?: string;
|
||||
@IsOptional() @IsString() insuranceProviderId?: string;
|
||||
@IsOptional() @IsString() agentName?: string;
|
||||
@IsOptional() @IsString() policyDate?: string;
|
||||
@IsOptional() @IsString() policyFrom?: string;
|
||||
@IsOptional() @IsString() policyTo?: string;
|
||||
@IsOptional() @IsInt() coveragePeriodDays?: number;
|
||||
@IsOptional() @IsNumber() netPremium?: number;
|
||||
@IsOptional() @IsNumber() policyFee?: number;
|
||||
@IsOptional() @IsNumber() brokerFee?: number;
|
||||
@IsOptional() @IsNumber() commission?: number;
|
||||
@IsOptional() @IsNumber() total?: number;
|
||||
@IsOptional() @IsEnum(Currency) currency?: Currency;
|
||||
@IsOptional() @IsString() observations?: string;
|
||||
@IsOptional() @IsString() notes?: string;
|
||||
@IsOptional() @IsBoolean() endorsement?: boolean;
|
||||
@IsOptional() @IsBoolean() liquidated?: boolean;
|
||||
@IsOptional() @IsString() liquidationNumber?: string;
|
||||
@IsOptional() @IsString() liquidationDate?: string;
|
||||
}
|
||||
@@ -0,0 +1,102 @@
|
||||
"use client";
|
||||
|
||||
import { useEffect, useState } from "react";
|
||||
import { AppShell } from "@/components/AppShell";
|
||||
import { ChildCollection, type ChildConfig } from "@/components/ChildCollection";
|
||||
import { useCan } from "@/lib/abilities";
|
||||
import { createLookup, getLookups, removeLookup, updateLookup } from "@/lib/api";
|
||||
import type { LookupsResponse } from "@/lib/types";
|
||||
|
||||
const PROVIDER: ChildConfig = {
|
||||
apiKind: "providers",
|
||||
title: "Aseguradoras",
|
||||
fields: [{ key: "name", label: "Nombre" }],
|
||||
};
|
||||
const TYPE: ChildConfig = {
|
||||
apiKind: "policy-types",
|
||||
title: "Tipos de póliza",
|
||||
fields: [
|
||||
{ key: "name", label: "Nombre" },
|
||||
{ key: "shortDescription", label: "Descripción" },
|
||||
],
|
||||
};
|
||||
const ADJUSTER: ChildConfig = {
|
||||
apiKind: "adjusters",
|
||||
title: "Ajustadores",
|
||||
fields: [
|
||||
{ key: "company", label: "Empresa" },
|
||||
{ key: "name", label: "Nombre" },
|
||||
{ key: "city", label: "Ciudad" },
|
||||
{ key: "phone", label: "Teléfono" },
|
||||
{ key: "beeper", label: "Beeper" },
|
||||
],
|
||||
};
|
||||
|
||||
export default function CatalogosPage() {
|
||||
return (
|
||||
<AppShell>
|
||||
<Catalogos />
|
||||
</AppShell>
|
||||
);
|
||||
}
|
||||
|
||||
function Catalogos() {
|
||||
const canEdit = useCan("lookup:manage");
|
||||
const [data, setData] = useState<LookupsResponse | null>(null);
|
||||
const [error, setError] = useState<string | null>(null);
|
||||
|
||||
function reload() {
|
||||
getLookups().then(setData).catch((e) => setError(e?.message ?? "Error al cargar."));
|
||||
}
|
||||
useEffect(reload, []);
|
||||
|
||||
if (!canEdit) {
|
||||
return (
|
||||
<>
|
||||
<div className="page-head"><h1 className="page-title">Catálogos</h1></div>
|
||||
<div className="state-box state-error">
|
||||
No tiene permisos para administrar catálogos.
|
||||
</div>
|
||||
</>
|
||||
);
|
||||
}
|
||||
|
||||
const section = (config: ChildConfig, rows: Record<string, unknown>[]) => (
|
||||
<ChildCollection
|
||||
config={config}
|
||||
rows={rows}
|
||||
canEdit={canEdit}
|
||||
onAdd={async (p) => {
|
||||
await createLookup(config.apiKind, p);
|
||||
reload();
|
||||
}}
|
||||
onSave={async (id, p) => {
|
||||
await updateLookup(config.apiKind, id, p);
|
||||
reload();
|
||||
}}
|
||||
onRemove={async (id) => {
|
||||
await removeLookup(config.apiKind, id);
|
||||
reload();
|
||||
}}
|
||||
/>
|
||||
);
|
||||
|
||||
return (
|
||||
<>
|
||||
<div className="page-head">
|
||||
<p className="eyebrow">Datos de referencia de seguros</p>
|
||||
<h1 className="page-title">Catálogos</h1>
|
||||
</div>
|
||||
{error && <div className="state-box state-error">{error}</div>}
|
||||
{!data ? (
|
||||
<div className="empty-inline"><span className="spinner" aria-label="Cargando" /></div>
|
||||
) : (
|
||||
<>
|
||||
{section(PROVIDER, data.providers as unknown as Record<string, unknown>[])}
|
||||
{section(TYPE, data.types as unknown as Record<string, unknown>[])}
|
||||
{section(ADJUSTER, data.adjusters as unknown as Record<string, unknown>[])}
|
||||
</>
|
||||
)}
|
||||
</>
|
||||
);
|
||||
}
|
||||
@@ -98,7 +98,11 @@ function Detail({ id }: { id: string }) {
|
||||
|
||||
<DatosSection data={data} />
|
||||
<PropiedadesSection properties={data.properties} />
|
||||
<PolizasSection policies={data.policies} />
|
||||
<PolizasSection
|
||||
policies={data.policies}
|
||||
customerId={data.id}
|
||||
customerName={data.name}
|
||||
/>
|
||||
<EstadoCuentaSection
|
||||
customerId={data.id}
|
||||
summary={data.transactionSummary}
|
||||
@@ -452,14 +456,33 @@ function PropertyCard({ p }: { p: Property }) {
|
||||
}
|
||||
|
||||
/* ------------------------------------------------------ Pólizas de seguro */
|
||||
function PolizasSection({ policies }: { policies: Policy[] }) {
|
||||
function PolizasSection({
|
||||
policies,
|
||||
customerId,
|
||||
customerName,
|
||||
}: {
|
||||
policies: Policy[];
|
||||
customerId: string;
|
||||
customerName: string;
|
||||
}) {
|
||||
const canCreate = useCan("policy:create");
|
||||
return (
|
||||
<section className="section">
|
||||
<div className="detail-actionbar">
|
||||
<SectionHead
|
||||
rule="seguros"
|
||||
title="Pólizas de seguro"
|
||||
count={policies.length}
|
||||
/>
|
||||
{canCreate && (
|
||||
<Link
|
||||
href={`/polizas/nuevo?customerId=${customerId}&customerName=${encodeURIComponent(customerName)}`}
|
||||
className="btn btn-outline"
|
||||
>
|
||||
+ Nueva póliza
|
||||
</Link>
|
||||
)}
|
||||
</div>
|
||||
<div className="card">
|
||||
{policies.length === 0 ? (
|
||||
<div className="empty-inline">
|
||||
|
||||
@@ -315,6 +315,59 @@ button {
|
||||
color: var(--muted, #6b7280);
|
||||
margin: 4px 0 14px;
|
||||
}
|
||||
.child-head {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: space-between;
|
||||
margin-bottom: 10px;
|
||||
}
|
||||
.child-editor {
|
||||
border-top: 1px solid rgba(0, 0, 0, 0.08);
|
||||
margin-top: 12px;
|
||||
padding-top: 14px;
|
||||
}
|
||||
.picker {
|
||||
position: relative;
|
||||
}
|
||||
.picker-selected {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: space-between;
|
||||
gap: 8px;
|
||||
padding: 8px 12px;
|
||||
border: 1px solid rgba(0, 0, 0, 0.15);
|
||||
border-radius: 8px;
|
||||
}
|
||||
.picker-list {
|
||||
position: absolute;
|
||||
z-index: 20;
|
||||
top: 100%;
|
||||
left: 0;
|
||||
right: 0;
|
||||
margin: 4px 0 0;
|
||||
padding: 4px;
|
||||
list-style: none;
|
||||
background: var(--card-bg, #fff);
|
||||
border: 1px solid rgba(0, 0, 0, 0.15);
|
||||
border-radius: 8px;
|
||||
box-shadow: 0 8px 24px rgba(0, 0, 0, 0.12);
|
||||
max-height: 280px;
|
||||
overflow-y: auto;
|
||||
}
|
||||
.picker-item {
|
||||
display: block;
|
||||
width: 100%;
|
||||
text-align: left;
|
||||
padding: 8px 10px;
|
||||
border: 0;
|
||||
background: transparent;
|
||||
border-radius: 6px;
|
||||
cursor: pointer;
|
||||
font: inherit;
|
||||
}
|
||||
.picker-item:hover {
|
||||
background: rgba(0, 0, 0, 0.05);
|
||||
}
|
||||
|
||||
/* ============================================================================
|
||||
Buttons
|
||||
|
||||
@@ -0,0 +1,54 @@
|
||||
"use client";
|
||||
|
||||
import { useEffect, useState } from "react";
|
||||
import Link from "next/link";
|
||||
import { AppShell } from "@/components/AppShell";
|
||||
import { PolicyForm } from "@/components/PolicyForm";
|
||||
import { useCan } from "@/lib/abilities";
|
||||
import { getPolicy } from "@/lib/api";
|
||||
import type { PolicyDetail } from "@/lib/types";
|
||||
|
||||
export default function EditarPolizaPage({
|
||||
params,
|
||||
}: {
|
||||
params: { id: string };
|
||||
}) {
|
||||
return (
|
||||
<AppShell>
|
||||
<EditarPoliza id={params.id} />
|
||||
</AppShell>
|
||||
);
|
||||
}
|
||||
|
||||
function EditarPoliza({ id }: { id: string }) {
|
||||
const allowed = useCan("policy:update");
|
||||
const [policy, setPolicy] = useState<PolicyDetail | null>(null);
|
||||
const [error, setError] = useState<string | null>(null);
|
||||
|
||||
useEffect(() => {
|
||||
if (!allowed) return;
|
||||
getPolicy(id)
|
||||
.then(setPolicy)
|
||||
.catch((e) => setError(e?.message ?? "No se pudo cargar la póliza."));
|
||||
}, [id, allowed]);
|
||||
|
||||
return (
|
||||
<>
|
||||
<div className="page-head">
|
||||
<Link href={`/polizas/${id}`} className="back-link">← Póliza</Link>
|
||||
<h1 className="page-title">Editar póliza</h1>
|
||||
</div>
|
||||
{!allowed ? (
|
||||
<div className="state-box state-error">
|
||||
No tiene permisos para editar pólizas.
|
||||
</div>
|
||||
) : error ? (
|
||||
<div className="state-box state-error">{error}</div>
|
||||
) : !policy ? (
|
||||
<div className="empty-inline"><span className="spinner" aria-label="Cargando" /></div>
|
||||
) : (
|
||||
<PolicyForm policy={policy} />
|
||||
)}
|
||||
</>
|
||||
);
|
||||
}
|
||||
@@ -3,7 +3,17 @@
|
||||
import { useEffect, useState } from "react";
|
||||
import Link from "next/link";
|
||||
import { AppShell } from "@/components/AppShell";
|
||||
import { getPolicy } from "@/lib/api";
|
||||
import {
|
||||
addPolicyChild,
|
||||
archivePolicy,
|
||||
getLookups,
|
||||
getPolicy,
|
||||
removePolicyChild,
|
||||
restorePolicy,
|
||||
updatePolicyChild,
|
||||
} from "@/lib/api";
|
||||
import { useCan } from "@/lib/abilities";
|
||||
import { ChildCollection, type ChildConfig } from "@/components/ChildCollection";
|
||||
import {
|
||||
expiryPhrase,
|
||||
formatDate,
|
||||
@@ -12,7 +22,7 @@ import {
|
||||
premiumHeadline,
|
||||
SIN_NOMBRE,
|
||||
} from "@/lib/labels";
|
||||
import type { Installment, PolicyDetail } from "@/lib/types";
|
||||
import type { AdjusterRow, Installment, PolicyDetail } from "@/lib/types";
|
||||
|
||||
export default function PolizaDetailPage({
|
||||
params,
|
||||
@@ -73,9 +83,14 @@ function Detail({ id }: { id: string }) {
|
||||
|
||||
if (!data) return null;
|
||||
|
||||
const reload = () => getPolicy(id).then(setData).catch(() => {});
|
||||
|
||||
return (
|
||||
<div className="rise">
|
||||
<div className="detail-actionbar">
|
||||
<BackLink />
|
||||
<PolicyActions data={data} onChange={reload} />
|
||||
</div>
|
||||
<Hero data={data} />
|
||||
<ClienteSection data={data} />
|
||||
<CondicionesSection data={data} />
|
||||
@@ -87,10 +102,163 @@ function Detail({ id }: { id: string }) {
|
||||
{data.claims.length > 0 && <SiniestrosSection data={data} />}
|
||||
<CoberturasSection data={data} />
|
||||
<DocumentosSection data={data} />
|
||||
<ChildrenEditor data={data} onChange={reload} />
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
/** Edit / archive controls for the policy header. */
|
||||
function PolicyActions({
|
||||
data,
|
||||
onChange,
|
||||
}: {
|
||||
data: PolicyDetail;
|
||||
onChange: () => void;
|
||||
}) {
|
||||
const canEdit = useCan("policy:update");
|
||||
const canDelete = useCan("policy:delete");
|
||||
const [busy, setBusy] = useState(false);
|
||||
const archived = data.archivedAt != null;
|
||||
|
||||
async function toggle() {
|
||||
const verb = archived ? "restaurar" : "archivar";
|
||||
if (!window.confirm(`¿Seguro que desea ${verb} esta póliza?`)) return;
|
||||
setBusy(true);
|
||||
try {
|
||||
if (archived) await restorePolicy(data.id);
|
||||
else await archivePolicy(data.id);
|
||||
onChange();
|
||||
} catch (e) {
|
||||
window.alert((e as Error)?.message ?? "No se pudo completar la acción.");
|
||||
} finally {
|
||||
setBusy(false);
|
||||
}
|
||||
}
|
||||
|
||||
if (!canEdit && !canDelete) return null;
|
||||
return (
|
||||
<div className="row-actions">
|
||||
{archived && <span className="badge badge-negative">Archivada</span>}
|
||||
{canEdit && (
|
||||
<Link href={`/polizas/${data.id}/editar`} className="btn btn-outline">
|
||||
Editar
|
||||
</Link>
|
||||
)}
|
||||
{canDelete && (
|
||||
<button type="button" className="btn btn-ghost" onClick={toggle} disabled={busy}>
|
||||
{archived ? "Restaurar" : "Archivar"}
|
||||
</button>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
/** Editable child collections — only shown to users who can edit the policy. */
|
||||
function ChildrenEditor({
|
||||
data,
|
||||
onChange,
|
||||
}: {
|
||||
data: PolicyDetail;
|
||||
onChange: () => void;
|
||||
}) {
|
||||
const canEdit = useCan("policy:update");
|
||||
const [adjusters, setAdjusters] = useState<AdjusterRow[]>([]);
|
||||
|
||||
useEffect(() => {
|
||||
if (canEdit) getLookups().then((l) => setAdjusters(l.adjusters)).catch(() => {});
|
||||
}, [canEdit]);
|
||||
|
||||
if (!canEdit) return null;
|
||||
|
||||
const INSTALLMENTS: ChildConfig = {
|
||||
apiKind: "installments",
|
||||
title: "Pagos",
|
||||
fields: [
|
||||
{ key: "sequence", label: "Sec.", type: "number" },
|
||||
{ key: "amount", label: "Monto", type: "number" },
|
||||
{ key: "currency", label: "Moneda", type: "select",
|
||||
options: [{ value: "MXN", label: "MXN" }, { value: "USD", label: "USD" }] },
|
||||
{ key: "dueDate", label: "Vence", type: "date" },
|
||||
{ key: "paidDate", label: "Pagado", type: "date" },
|
||||
{ key: "checkNumber", label: "Cheque" },
|
||||
{ key: "isCash", label: "Efectivo", type: "checkbox" },
|
||||
],
|
||||
};
|
||||
const VEHICLES: ChildConfig = {
|
||||
apiKind: "vehicles",
|
||||
title: "Vehículos",
|
||||
fields: [
|
||||
{ key: "make", label: "Marca" },
|
||||
{ key: "model", label: "Modelo" },
|
||||
{ key: "modelYear", label: "Año" },
|
||||
{ key: "licensePlate", label: "Placa" },
|
||||
{ key: "vinNumber", label: "VIN" },
|
||||
{ key: "stateCode", label: "Estado" },
|
||||
],
|
||||
};
|
||||
const DRIVERS: ChildConfig = {
|
||||
apiKind: "drivers",
|
||||
title: "Conductores",
|
||||
fields: [
|
||||
{ key: "fullName", label: "Nombre" },
|
||||
{ key: "birthDate", label: "Nacimiento", type: "date" },
|
||||
{ key: "sex", label: "Sexo" },
|
||||
{ key: "occupation", label: "Ocupación" },
|
||||
{ key: "licenseNumber", label: "Licencia" },
|
||||
{ key: "licenseState", label: "Estado" },
|
||||
],
|
||||
};
|
||||
const BENEFICIARIES: ChildConfig = {
|
||||
apiKind: "beneficiaries",
|
||||
title: "Beneficiarios",
|
||||
fields: [
|
||||
{ key: "name", label: "Nombre" },
|
||||
{ key: "phone", label: "Teléfono" },
|
||||
{ key: "email", label: "Correo" },
|
||||
{ key: "address", label: "Dirección" },
|
||||
],
|
||||
};
|
||||
const CLAIMS: ChildConfig = {
|
||||
apiKind: "claims",
|
||||
title: "Siniestros",
|
||||
fields: [
|
||||
{ key: "claimType", label: "Tipo" },
|
||||
{ key: "incidentDate", label: "Fecha", type: "date" },
|
||||
{ key: "description", label: "Descripción" },
|
||||
{ key: "adjusterId", label: "Ajustador", type: "select",
|
||||
options: adjusters.map((a) => ({ value: a.id, label: a.name ?? a.company ?? a.id })) },
|
||||
{ key: "claimedAmount", label: "Reclamado", type: "number" },
|
||||
{ key: "settledAmount", label: "Pagado", type: "number" },
|
||||
{ key: "resolved", label: "Resuelto", type: "checkbox" },
|
||||
],
|
||||
};
|
||||
|
||||
const bind = (cfg: ChildConfig, rows: Record<string, unknown>[]) => (
|
||||
<ChildCollection
|
||||
config={cfg}
|
||||
rows={rows}
|
||||
canEdit={canEdit}
|
||||
onAdd={async (p) => { await addPolicyChild(data.id, cfg.apiKind, p); onChange(); }}
|
||||
onSave={async (cid, p) => { await updatePolicyChild(data.id, cfg.apiKind, cid, p); onChange(); }}
|
||||
onRemove={async (cid) => { await removePolicyChild(data.id, cfg.apiKind, cid); onChange(); }}
|
||||
/>
|
||||
);
|
||||
|
||||
return (
|
||||
<section className="section">
|
||||
<div className="section-head">
|
||||
<span className="section-rule cuenta" aria-hidden />
|
||||
<h2 className="section-title">Administrar detalles</h2>
|
||||
</div>
|
||||
{bind(INSTALLMENTS, data.installments as unknown as Record<string, unknown>[])}
|
||||
{bind(VEHICLES, data.vehicles as unknown as Record<string, unknown>[])}
|
||||
{bind(DRIVERS, data.insuredDrivers as unknown as Record<string, unknown>[])}
|
||||
{bind(BENEFICIARIES, data.beneficiaries as unknown as Record<string, unknown>[])}
|
||||
{bind(CLAIMS, data.claims as unknown as Record<string, unknown>[])}
|
||||
</section>
|
||||
);
|
||||
}
|
||||
|
||||
function BackLink() {
|
||||
return (
|
||||
<Link href="/polizas" className="back-link">
|
||||
|
||||
@@ -0,0 +1,41 @@
|
||||
"use client";
|
||||
|
||||
import { Suspense } from "react";
|
||||
import Link from "next/link";
|
||||
import { useSearchParams } from "next/navigation";
|
||||
import { AppShell } from "@/components/AppShell";
|
||||
import { PolicyForm } from "@/components/PolicyForm";
|
||||
import { useCan } from "@/lib/abilities";
|
||||
|
||||
export default function NuevaPolizaPage() {
|
||||
return (
|
||||
<AppShell>
|
||||
<Suspense fallback={null}>
|
||||
<NuevaPoliza />
|
||||
</Suspense>
|
||||
</AppShell>
|
||||
);
|
||||
}
|
||||
|
||||
function NuevaPoliza() {
|
||||
const allowed = useCan("policy:create");
|
||||
const params = useSearchParams();
|
||||
const customerId = params.get("customerId") ?? undefined;
|
||||
const customerName = params.get("customerName") ?? undefined;
|
||||
|
||||
return (
|
||||
<>
|
||||
<div className="page-head">
|
||||
<Link href="/polizas" className="back-link">← Pólizas</Link>
|
||||
<h1 className="page-title">Nueva póliza</h1>
|
||||
</div>
|
||||
{allowed ? (
|
||||
<PolicyForm fixedCustomerId={customerId} fixedCustomerName={customerName} />
|
||||
) : (
|
||||
<div className="state-box state-error">
|
||||
No tiene permisos para crear pólizas.
|
||||
</div>
|
||||
)}
|
||||
</>
|
||||
);
|
||||
}
|
||||
@@ -3,6 +3,7 @@
|
||||
import { useCallback, useEffect, useRef, useState } from "react";
|
||||
import Link from "next/link";
|
||||
import { AppShell } from "@/components/AppShell";
|
||||
import { useCan } from "@/lib/abilities";
|
||||
import {
|
||||
EXPIRY_WINDOW_DAYS,
|
||||
getPolicyFacets,
|
||||
@@ -54,6 +55,7 @@ export default function PolizasPage() {
|
||||
}
|
||||
|
||||
function PolizasBrowser() {
|
||||
const canCreate = useCan("policy:create");
|
||||
const [stats, setStats] = useState<PolicyStats | null>(null);
|
||||
const [facets, setFacets] = useState<PolicyFacets | null>(null);
|
||||
|
||||
@@ -122,7 +124,13 @@ function PolizasBrowser() {
|
||||
<>
|
||||
<div className="page-head rise">
|
||||
<p className="eyebrow">Cartera de seguros</p>
|
||||
<h1 className="page-title">Pólizas</h1>
|
||||
<div style={{ display: "flex", alignItems: "center", gap: 16 }}>
|
||||
<h1 className="page-title" style={{ margin: 0 }}>Pólizas</h1>
|
||||
<span style={{ flex: 1 }} />
|
||||
{canCreate && (
|
||||
<Link href="/polizas/nuevo" className="btn btn-primary">+ Nueva póliza</Link>
|
||||
)}
|
||||
</div>
|
||||
<StatStrip
|
||||
stats={stats}
|
||||
status={status}
|
||||
|
||||
@@ -20,6 +20,7 @@ const NAV: { href: string; label: string; ability?: Ability }[] = [
|
||||
{ href: "/polizas", label: "Pólizas" },
|
||||
{ href: "/estado-cuenta", label: "Estado de cuenta" },
|
||||
{ href: "/banco", label: "Chequera" },
|
||||
{ href: "/catalogos", label: "Catálogos", ability: "lookup:manage" },
|
||||
{ href: "/usuarios", label: "Usuarios", ability: "user:manage" },
|
||||
];
|
||||
|
||||
|
||||
@@ -0,0 +1,244 @@
|
||||
"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);
|
||||
}
|
||||
@@ -0,0 +1,90 @@
|
||||
"use client";
|
||||
|
||||
import { useEffect, useRef, useState } from "react";
|
||||
import { listCustomers } from "@/lib/api";
|
||||
import type { CustomerListItem } from "@/lib/types";
|
||||
|
||||
/**
|
||||
* Debounced customer search + select. Reports the chosen customer's id and name
|
||||
* upward. Used when creating a policy that isn't started from a customer page.
|
||||
*/
|
||||
export function CustomerPicker({
|
||||
value,
|
||||
valueName,
|
||||
onPick,
|
||||
}: {
|
||||
value: string;
|
||||
valueName?: string;
|
||||
onPick: (id: string, name: string) => void;
|
||||
}) {
|
||||
const [query, setQuery] = useState("");
|
||||
const [results, setResults] = useState<CustomerListItem[]>([]);
|
||||
const [open, setOpen] = useState(false);
|
||||
const debounce = useRef<ReturnType<typeof setTimeout>>();
|
||||
|
||||
useEffect(() => {
|
||||
if (debounce.current) clearTimeout(debounce.current);
|
||||
if (query.trim().length < 2) {
|
||||
setResults([]);
|
||||
return;
|
||||
}
|
||||
debounce.current = setTimeout(() => {
|
||||
listCustomers({ query, pageSize: 8 })
|
||||
.then((r) => {
|
||||
setResults(r.items);
|
||||
setOpen(true);
|
||||
})
|
||||
.catch(() => setResults([]));
|
||||
}, 260);
|
||||
return () => {
|
||||
if (debounce.current) clearTimeout(debounce.current);
|
||||
};
|
||||
}, [query]);
|
||||
|
||||
return (
|
||||
<div className="picker">
|
||||
{value ? (
|
||||
<div className="picker-selected">
|
||||
<span>{valueName ?? "Cliente seleccionado"}</span>
|
||||
<button
|
||||
type="button"
|
||||
className="btn btn-ghost"
|
||||
onClick={() => onPick("", "")}
|
||||
>
|
||||
Cambiar
|
||||
</button>
|
||||
</div>
|
||||
) : (
|
||||
<>
|
||||
<input
|
||||
className="input"
|
||||
placeholder="Buscar cliente por nombre…"
|
||||
value={query}
|
||||
onChange={(e) => setQuery(e.target.value)}
|
||||
onFocus={() => results.length && setOpen(true)}
|
||||
/>
|
||||
{open && results.length > 0 && (
|
||||
<ul className="picker-list">
|
||||
{results.map((c) => (
|
||||
<li key={c.id}>
|
||||
<button
|
||||
type="button"
|
||||
className="picker-item"
|
||||
onClick={() => {
|
||||
onPick(c.id, c.name);
|
||||
setOpen(false);
|
||||
setQuery("");
|
||||
}}
|
||||
>
|
||||
{c.name}
|
||||
{c.city && <span className="muted"> · {c.city}</span>}
|
||||
</button>
|
||||
</li>
|
||||
))}
|
||||
</ul>
|
||||
)}
|
||||
</>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,292 @@
|
||||
"use client";
|
||||
|
||||
import { useEffect, useState } from "react";
|
||||
import { useRouter } from "next/navigation";
|
||||
import { CustomerPicker } from "@/components/CustomerPicker";
|
||||
import { createPolicy, getLookups, updatePolicy } from "@/lib/api";
|
||||
import type {
|
||||
Currency,
|
||||
LookupsResponse,
|
||||
PolicyDetail,
|
||||
PolicyInput,
|
||||
} from "@/lib/types";
|
||||
|
||||
function toDateInput(v: string | null | undefined): string {
|
||||
if (!v) return "";
|
||||
const d = new Date(v);
|
||||
return isNaN(d.getTime()) ? "" : d.toISOString().slice(0, 10);
|
||||
}
|
||||
function numOrUndef(v: string): number | undefined {
|
||||
const t = v.trim();
|
||||
if (t === "") return undefined;
|
||||
const n = Number(t);
|
||||
return isNaN(n) ? undefined : n;
|
||||
}
|
||||
function s(v: string): string | undefined {
|
||||
const t = v.trim();
|
||||
return t === "" ? undefined : t;
|
||||
}
|
||||
|
||||
type V = {
|
||||
policyNumber: string;
|
||||
policyTypeId: string;
|
||||
insuranceProviderId: string;
|
||||
agentName: string;
|
||||
policyDate: string;
|
||||
policyFrom: string;
|
||||
policyTo: string;
|
||||
netPremium: string;
|
||||
policyFee: string;
|
||||
brokerFee: string;
|
||||
commission: string;
|
||||
currency: Currency;
|
||||
liquidated: boolean;
|
||||
liquidationNumber: string;
|
||||
liquidationDate: string;
|
||||
endorsement: boolean;
|
||||
observations: string;
|
||||
notes: string;
|
||||
};
|
||||
|
||||
function initial(p?: PolicyDetail): V {
|
||||
return {
|
||||
policyNumber: p?.policyNumber ?? "",
|
||||
policyTypeId: p?.policyType?.id ?? "",
|
||||
insuranceProviderId: p?.insuranceProvider?.id ?? "",
|
||||
agentName: p?.agentName ?? "",
|
||||
policyDate: toDateInput(p?.policyDate),
|
||||
policyFrom: toDateInput(p?.policyFrom),
|
||||
policyTo: toDateInput(p?.policyTo),
|
||||
netPremium: p?.netPremium != null ? String(p.netPremium) : "",
|
||||
policyFee: p?.policyFee != null ? String(p.policyFee) : "",
|
||||
brokerFee: p?.brokerFee != null ? String(p.brokerFee) : "",
|
||||
commission: p?.commission != null ? String(p.commission) : "",
|
||||
currency: (p?.currency as Currency) ?? "MXN",
|
||||
liquidated: p?.liquidated ?? false,
|
||||
liquidationNumber: p?.liquidationNumber ?? "",
|
||||
liquidationDate: toDateInput(p?.liquidationDate),
|
||||
endorsement: p?.endorsement ?? false,
|
||||
observations: p?.observations ?? "",
|
||||
notes: p?.notes ?? "",
|
||||
};
|
||||
}
|
||||
|
||||
export function PolicyForm({
|
||||
policy,
|
||||
fixedCustomerId,
|
||||
fixedCustomerName,
|
||||
}: {
|
||||
policy?: PolicyDetail;
|
||||
fixedCustomerId?: string;
|
||||
fixedCustomerName?: string;
|
||||
}) {
|
||||
const router = useRouter();
|
||||
const editing = !!policy;
|
||||
const [v, setV] = useState<V>(() => initial(policy));
|
||||
const [lookups, setLookups] = useState<LookupsResponse | null>(null);
|
||||
const [customerId, setCustomerId] = useState(
|
||||
policy?.customer.id ?? fixedCustomerId ?? "",
|
||||
);
|
||||
const [customerName, setCustomerName] = useState(
|
||||
policy?.customer.name ?? fixedCustomerName ?? "",
|
||||
);
|
||||
const [saving, setSaving] = useState(false);
|
||||
const [error, setError] = useState<string | null>(null);
|
||||
|
||||
useEffect(() => {
|
||||
getLookups().then(setLookups).catch(() => setLookups(null));
|
||||
}, []);
|
||||
|
||||
function set<K extends keyof V>(k: K, val: V[K]) {
|
||||
setV((p) => ({ ...p, [k]: val }));
|
||||
}
|
||||
|
||||
async function submit(e: React.FormEvent) {
|
||||
e.preventDefault();
|
||||
if (!customerId) {
|
||||
setError("Seleccione un cliente.");
|
||||
return;
|
||||
}
|
||||
setSaving(true);
|
||||
setError(null);
|
||||
const base = {
|
||||
policyNumber: v.policyNumber.trim(),
|
||||
policyTypeId: s(v.policyTypeId),
|
||||
insuranceProviderId: s(v.insuranceProviderId),
|
||||
agentName: s(v.agentName),
|
||||
policyDate: s(v.policyDate),
|
||||
policyFrom: s(v.policyFrom),
|
||||
policyTo: s(v.policyTo),
|
||||
netPremium: numOrUndef(v.netPremium),
|
||||
policyFee: numOrUndef(v.policyFee),
|
||||
brokerFee: numOrUndef(v.brokerFee),
|
||||
commission: numOrUndef(v.commission),
|
||||
currency: v.currency,
|
||||
liquidated: v.liquidated,
|
||||
liquidationNumber: s(v.liquidationNumber),
|
||||
liquidationDate: s(v.liquidationDate),
|
||||
endorsement: v.endorsement,
|
||||
observations: s(v.observations),
|
||||
notes: s(v.notes),
|
||||
};
|
||||
try {
|
||||
if (editing) {
|
||||
const saved = await updatePolicy(policy!.id, base);
|
||||
router.push(`/polizas/${saved.id}`);
|
||||
} else {
|
||||
const payload: PolicyInput = { ...base, customerId };
|
||||
const saved = await createPolicy(payload);
|
||||
router.push(`/polizas/${saved.id}`);
|
||||
}
|
||||
} catch (e2) {
|
||||
setError((e2 as Error)?.message ?? "No se pudo guardar la póliza.");
|
||||
setSaving(false);
|
||||
}
|
||||
}
|
||||
|
||||
return (
|
||||
<form onSubmit={submit}>
|
||||
{error && <div className="state-box state-error">{error}</div>}
|
||||
|
||||
<div className="card" style={{ padding: 20, marginBottom: 16 }}>
|
||||
<h2 className="section-title" style={{ marginBottom: 14 }}>Datos de la póliza</h2>
|
||||
<div className="form-grid">
|
||||
<label className="field">
|
||||
<span className="field-label">Cliente *</span>
|
||||
{editing ? (
|
||||
<input className="input" value={customerName} disabled />
|
||||
) : (
|
||||
<CustomerPicker
|
||||
value={customerId}
|
||||
valueName={customerName}
|
||||
onPick={(id, name) => {
|
||||
setCustomerId(id);
|
||||
setCustomerName(name);
|
||||
}}
|
||||
/>
|
||||
)}
|
||||
</label>
|
||||
<label className="field">
|
||||
<span className="field-label">Número de póliza *</span>
|
||||
<input className="input" required value={v.policyNumber}
|
||||
onChange={(e) => set("policyNumber", e.target.value)} />
|
||||
</label>
|
||||
<label className="field">
|
||||
<span className="field-label">Tipo</span>
|
||||
<select className="select" value={v.policyTypeId}
|
||||
onChange={(e) => set("policyTypeId", e.target.value)}>
|
||||
<option value="">—</option>
|
||||
{lookups?.types.map((t) => (
|
||||
<option key={t.id} value={t.id}>{t.name}</option>
|
||||
))}
|
||||
</select>
|
||||
</label>
|
||||
<label className="field">
|
||||
<span className="field-label">Aseguradora</span>
|
||||
<select className="select" value={v.insuranceProviderId}
|
||||
onChange={(e) => set("insuranceProviderId", e.target.value)}>
|
||||
<option value="">—</option>
|
||||
{lookups?.providers.map((p) => (
|
||||
<option key={p.id} value={p.id}>{p.name}</option>
|
||||
))}
|
||||
</select>
|
||||
</label>
|
||||
<label className="field">
|
||||
<span className="field-label">Agente</span>
|
||||
<input className="input" value={v.agentName}
|
||||
onChange={(e) => set("agentName", e.target.value)} />
|
||||
</label>
|
||||
<label className="field">
|
||||
<span className="field-label">Moneda</span>
|
||||
<select className="select" value={v.currency}
|
||||
onChange={(e) => set("currency", e.target.value as Currency)}>
|
||||
<option value="MXN">MXN</option>
|
||||
<option value="USD">USD</option>
|
||||
</select>
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="card" style={{ padding: 20, marginBottom: 16 }}>
|
||||
<h2 className="section-title" style={{ marginBottom: 14 }}>Vigencia y prima</h2>
|
||||
<div className="form-grid">
|
||||
<label className="field">
|
||||
<span className="field-label">Emisión</span>
|
||||
<input className="input" type="date" value={v.policyDate}
|
||||
onChange={(e) => set("policyDate", e.target.value)} />
|
||||
</label>
|
||||
<label className="field">
|
||||
<span className="field-label">Desde</span>
|
||||
<input className="input" type="date" value={v.policyFrom}
|
||||
onChange={(e) => set("policyFrom", e.target.value)} />
|
||||
</label>
|
||||
<label className="field">
|
||||
<span className="field-label">Hasta</span>
|
||||
<input className="input" type="date" value={v.policyTo}
|
||||
onChange={(e) => set("policyTo", e.target.value)} />
|
||||
</label>
|
||||
<label className="field">
|
||||
<span className="field-label">Prima neta</span>
|
||||
<input className="input" type="number" step="0.01" value={v.netPremium}
|
||||
onChange={(e) => set("netPremium", e.target.value)} />
|
||||
</label>
|
||||
<label className="field">
|
||||
<span className="field-label">Derecho de póliza</span>
|
||||
<input className="input" type="number" step="0.01" value={v.policyFee}
|
||||
onChange={(e) => set("policyFee", e.target.value)} />
|
||||
</label>
|
||||
<label className="field">
|
||||
<span className="field-label">Comisión</span>
|
||||
<input className="input" type="number" step="0.01" value={v.commission}
|
||||
onChange={(e) => set("commission", e.target.value)} />
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="card" style={{ padding: 20, marginBottom: 16 }}>
|
||||
<h2 className="section-title" style={{ marginBottom: 14 }}>Liquidación</h2>
|
||||
<div className="form-grid">
|
||||
<label className="field">
|
||||
<span className="field-label">Liquidada</span>
|
||||
<input type="checkbox" checked={v.liquidated}
|
||||
onChange={(e) => set("liquidated", e.target.checked)} />
|
||||
</label>
|
||||
<label className="field">
|
||||
<span className="field-label">Endoso</span>
|
||||
<input type="checkbox" checked={v.endorsement}
|
||||
onChange={(e) => set("endorsement", e.target.checked)} />
|
||||
</label>
|
||||
<label className="field">
|
||||
<span className="field-label">No. liquidación</span>
|
||||
<input className="input" value={v.liquidationNumber}
|
||||
onChange={(e) => set("liquidationNumber", e.target.value)} />
|
||||
</label>
|
||||
<label className="field">
|
||||
<span className="field-label">Fecha liquidación</span>
|
||||
<input className="input" type="date" value={v.liquidationDate}
|
||||
onChange={(e) => set("liquidationDate", e.target.value)} />
|
||||
</label>
|
||||
</div>
|
||||
<label className="field" style={{ marginTop: 14 }}>
|
||||
<span className="field-label">Observaciones</span>
|
||||
<textarea className="input" rows={2} value={v.observations}
|
||||
onChange={(e) => set("observations", e.target.value)} />
|
||||
</label>
|
||||
<label className="field" style={{ marginTop: 12 }}>
|
||||
<span className="field-label">Notas</span>
|
||||
<textarea className="input" rows={2} value={v.notes}
|
||||
onChange={(e) => set("notes", e.target.value)} />
|
||||
</label>
|
||||
</div>
|
||||
|
||||
<div className="form-actions">
|
||||
<button type="submit" className="btn btn-primary" disabled={saving}>
|
||||
{saving ? "Guardando…" : editing ? "Guardar cambios" : "Crear póliza"}
|
||||
</button>
|
||||
<button type="button" className="btn btn-outline" onClick={() => router.back()}>
|
||||
Cancelar
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
);
|
||||
}
|
||||
@@ -26,10 +26,12 @@ import type {
|
||||
MovementSort,
|
||||
PolicyDetail,
|
||||
PolicyFacets,
|
||||
PolicyInput,
|
||||
PolicyListResponse,
|
||||
PolicySort,
|
||||
PolicyStats,
|
||||
PolicyStatus,
|
||||
LookupsResponse,
|
||||
PropertyDetail,
|
||||
PropertyFacets,
|
||||
PropertyListResponse,
|
||||
@@ -208,6 +210,83 @@ export function getPolicy(
|
||||
return apiFetch<PolicyDetail>(`/policies/${id}?days=${days}`);
|
||||
}
|
||||
|
||||
export function createPolicy(input: PolicyInput): Promise<PolicyDetail> {
|
||||
return apiFetch<PolicyDetail>("/policies", {
|
||||
method: "POST",
|
||||
body: JSON.stringify(input),
|
||||
});
|
||||
}
|
||||
export function updatePolicy(
|
||||
id: string,
|
||||
input: Partial<PolicyInput>,
|
||||
): Promise<PolicyDetail> {
|
||||
return apiFetch<PolicyDetail>(`/policies/${id}`, {
|
||||
method: "PATCH",
|
||||
body: JSON.stringify(input),
|
||||
});
|
||||
}
|
||||
export function archivePolicy(id: string): Promise<PolicyDetail> {
|
||||
return apiFetch<PolicyDetail>(`/policies/${id}`, { method: "DELETE" });
|
||||
}
|
||||
export function restorePolicy(id: string): Promise<PolicyDetail> {
|
||||
return apiFetch<PolicyDetail>(`/policies/${id}/restore`, { method: "POST" });
|
||||
}
|
||||
|
||||
// Generic policy-child CRUD. `kind` is the URL segment
|
||||
// (installments|vehicles|drivers|beneficiaries|claims).
|
||||
export function addPolicyChild<T>(
|
||||
policyId: string,
|
||||
kind: string,
|
||||
input: T,
|
||||
): Promise<unknown> {
|
||||
return apiFetch(`/policies/${policyId}/${kind}`, {
|
||||
method: "POST",
|
||||
body: JSON.stringify(input),
|
||||
});
|
||||
}
|
||||
export function updatePolicyChild<T>(
|
||||
policyId: string,
|
||||
kind: string,
|
||||
childId: string,
|
||||
input: T,
|
||||
): Promise<unknown> {
|
||||
return apiFetch(`/policies/${policyId}/${kind}/${childId}`, {
|
||||
method: "PATCH",
|
||||
body: JSON.stringify(input),
|
||||
});
|
||||
}
|
||||
export function removePolicyChild(
|
||||
policyId: string,
|
||||
kind: string,
|
||||
childId: string,
|
||||
): Promise<unknown> {
|
||||
return apiFetch(`/policies/${policyId}/${kind}/${childId}`, {
|
||||
method: "DELETE",
|
||||
});
|
||||
}
|
||||
|
||||
/* ------------------------------------------------- Lookups (insurance ref) */
|
||||
|
||||
export function getLookups(): Promise<LookupsResponse> {
|
||||
return apiFetch<LookupsResponse>("/lookups");
|
||||
}
|
||||
export function createLookup(kind: string, input: unknown): Promise<unknown> {
|
||||
return apiFetch(`/lookups/${kind}`, { method: "POST", body: JSON.stringify(input) });
|
||||
}
|
||||
export function updateLookup(
|
||||
kind: string,
|
||||
id: string,
|
||||
input: unknown,
|
||||
): Promise<unknown> {
|
||||
return apiFetch(`/lookups/${kind}/${id}`, {
|
||||
method: "PATCH",
|
||||
body: JSON.stringify(input),
|
||||
});
|
||||
}
|
||||
export function removeLookup(kind: string, id: string): Promise<unknown> {
|
||||
return apiFetch(`/lookups/${kind}/${id}`, { method: "DELETE" });
|
||||
}
|
||||
|
||||
/* ----------------------------------------------------- Utilities module */
|
||||
|
||||
export interface PropertyQuery {
|
||||
|
||||
+112
-1
@@ -155,17 +155,23 @@ export interface Vehicle {
|
||||
id: string;
|
||||
make: string | null;
|
||||
model: string | null;
|
||||
modelYear: number | null;
|
||||
modelYear: number | string | null;
|
||||
licensePlate: string | null;
|
||||
bodyType: string | null;
|
||||
engineNumber?: string | null;
|
||||
vinNumber?: string | null;
|
||||
stateCode?: string | null;
|
||||
notes?: string | null;
|
||||
}
|
||||
|
||||
export interface InsuredDriver {
|
||||
id: string;
|
||||
fullName: string | null;
|
||||
licenseNumber: string | null;
|
||||
birthDate?: string | null;
|
||||
sex?: string | null;
|
||||
occupation?: string | null;
|
||||
licenseState?: string | null;
|
||||
}
|
||||
|
||||
export interface Beneficiary {
|
||||
@@ -237,6 +243,106 @@ export interface PolicyListItem {
|
||||
vehicleCount: number;
|
||||
installmentCount: number;
|
||||
documentCount: number;
|
||||
archived: boolean;
|
||||
}
|
||||
|
||||
/** Editable policy-header fields — shared by the create/edit form and API. */
|
||||
export interface PolicyInput {
|
||||
policyNumber: string;
|
||||
customerId: string;
|
||||
policyTypeId?: string;
|
||||
insuranceProviderId?: string;
|
||||
agentName?: string;
|
||||
policyDate?: string;
|
||||
policyFrom?: string;
|
||||
policyTo?: string;
|
||||
coveragePeriodDays?: number;
|
||||
netPremium?: number;
|
||||
policyFee?: number;
|
||||
brokerFee?: number;
|
||||
commission?: number;
|
||||
total?: number;
|
||||
currency?: Currency;
|
||||
observations?: string;
|
||||
notes?: string;
|
||||
endorsement?: boolean;
|
||||
liquidated?: boolean;
|
||||
liquidationNumber?: string;
|
||||
liquidationDate?: string;
|
||||
}
|
||||
|
||||
export interface InstallmentInput {
|
||||
sequence: number;
|
||||
amount?: number;
|
||||
currency?: Currency;
|
||||
dueDate?: string;
|
||||
paidDate?: string;
|
||||
checkNumber?: string;
|
||||
isCash?: boolean;
|
||||
}
|
||||
export interface VehicleInput {
|
||||
make?: string;
|
||||
model?: string;
|
||||
modelYear?: string;
|
||||
bodyType?: string;
|
||||
engineNumber?: string;
|
||||
licensePlate?: string;
|
||||
vinNumber?: string;
|
||||
stateCode?: string;
|
||||
notes?: string;
|
||||
}
|
||||
export interface DriverInput {
|
||||
fullName?: string;
|
||||
birthDate?: string;
|
||||
sex?: string;
|
||||
occupation?: string;
|
||||
licenseNumber?: string;
|
||||
licenseState?: string;
|
||||
}
|
||||
export interface BeneficiaryInput {
|
||||
name?: string;
|
||||
address?: string;
|
||||
phone?: string;
|
||||
email?: string;
|
||||
}
|
||||
export interface ClaimInput {
|
||||
claimType?: string;
|
||||
incidentDate?: string;
|
||||
reportedDate?: string;
|
||||
description?: string;
|
||||
adjusterId?: string;
|
||||
claimedAmount?: number;
|
||||
settledAmount?: number;
|
||||
settlementDate?: string;
|
||||
checkNumber?: string;
|
||||
resolved?: boolean;
|
||||
resolutionNotes?: string;
|
||||
}
|
||||
|
||||
/* Lookups (insurance reference data) */
|
||||
export interface ProviderRow {
|
||||
id: string;
|
||||
name: string;
|
||||
_count?: { policies: number };
|
||||
}
|
||||
export interface PolicyTypeRow {
|
||||
id: string;
|
||||
name: string;
|
||||
shortDescription: string | null;
|
||||
_count?: { policies: number };
|
||||
}
|
||||
export interface AdjusterRow {
|
||||
id: string;
|
||||
company: string | null;
|
||||
city: string | null;
|
||||
name: string | null;
|
||||
phone: string | null;
|
||||
beeper: string | null;
|
||||
}
|
||||
export interface LookupsResponse {
|
||||
providers: ProviderRow[];
|
||||
types: PolicyTypeRow[];
|
||||
adjusters: AdjusterRow[];
|
||||
}
|
||||
|
||||
export interface PolicyListResponse {
|
||||
@@ -295,6 +401,10 @@ export interface Claim {
|
||||
settlementDate: string | null;
|
||||
status?: string | null;
|
||||
adjuster: Adjuster | null;
|
||||
adjusterId?: string | null;
|
||||
checkNumber?: string | null;
|
||||
resolved?: boolean;
|
||||
resolutionNotes?: string | null;
|
||||
}
|
||||
|
||||
export interface PolicyCustomerRef {
|
||||
@@ -333,6 +443,7 @@ export interface PolicyDetail {
|
||||
legacySourceDb: string | null;
|
||||
legacySourceTable: string | null;
|
||||
legacyId: string | null;
|
||||
archivedAt: string | null;
|
||||
status: PolicyStatus;
|
||||
daysToExpiry: number | null;
|
||||
customer: PolicyCustomerRef;
|
||||
|
||||
@@ -165,6 +165,9 @@ model Policy {
|
||||
liquidated Boolean @default(false)
|
||||
liquidationNumber String?
|
||||
liquidationDate DateTime?
|
||||
// Soft-delete marker (see Customer.archivedAt). Never hard-delete migrated
|
||||
// policy data; archiving hides it from default lists.
|
||||
archivedAt DateTime?
|
||||
legacySourceDb String?
|
||||
legacySourceTable String?
|
||||
legacyId String?
|
||||
|
||||
Reference in New Issue
Block a user