Insurance module: policy browser (list/search/detail) + renewals view
Plan step 4. Adds the policies API and the Spanish-first /polizas pages on top of the customer records the customer module already exposes. API (apps/api/src/policies): - GET /policies — search over policy number, customer name, agent, vehicle license plate, insured-driver name and legacy id; filters for vigencia bucket, ramo, aseguradora and liquidation state; five sort orders. - GET /policies/stats — bucket counts plus premium in force split by currency (MXN and USD can't be summed). - GET /policies/facets — ramos/aseguradoras with counts for the dropdowns. - GET /policies/:id — full policy plus the owning customer. Vigencia is derived from policyTo as active/expiring/expired/undated. "undated" is a real bucket rather than an error case: 528 of the 2378 migrated policies carry no end date at all. Web: - /polizas — renewals-first browser; the stat cells double as vigencia filters, with a secondary row for ramo, aseguradora and sort order. - /polizas/[id] — vigencia hero, condiciones y primas, pagos, vehículos, asegurados/beneficiarios, siniestros, the verbatim legacy coverage columns, and documents. - Nav gains Clientes | Pólizas with a real active state, and the two modules cross-link in both directions. Also fixes a display bug on the customer detail page: it headlined policies.total, which is dead data — only 2 of 2378 rows are non-zero (1585 are literally 0, 791 null), and one of those two is lower than its own net premium. That rendered "$0.00 Total" on 1585 policies. Premium headlines and the premium sort now use netPremium (2377/2378 populated); total is shown only where it is non-zero, as raw source data. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
Claude Opus 4.8
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import { Injectable, NotFoundException } from "@nestjs/common";
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import { Prisma } from "@jorgecuadros/database";
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import { PrismaService } from "../prisma/prisma.service";
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/**
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* Vigencia buckets, derived from `policyTo` against today. `undated` is a real
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* bucket rather than an error case: 528 of the migrated policies carry no end
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* date at all (the legacy Access tables left it blank), so they can neither be
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* called current nor expired.
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*/
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export type PolicyStatus = "active" | "expiring" | "expired" | "undated";
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export type PolicySort =
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| "expiry_desc"
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| "expiry_asc"
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| "customer"
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| "number"
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| "premium_desc";
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export interface ListParams {
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query?: string;
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page: number;
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pageSize: number;
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status?: PolicyStatus;
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/** Window in days for the `expiring` bucket. */
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days: number;
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typeId?: string;
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providerId?: string;
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liquidated?: boolean;
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sort: PolicySort;
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}
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/** Midnight today, UTC — policy dates are stored date-only at 00:00 UTC. */
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function today(): Date {
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const now = new Date();
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return new Date(
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Date.UTC(now.getUTCFullYear(), now.getUTCMonth(), now.getUTCDate()),
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);
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}
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function addDays(d: Date, days: number): Date {
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return new Date(d.getTime() + days * 86400000);
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}
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function statusOf(policyTo: Date | null, from: Date, soon: Date): PolicyStatus {
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if (!policyTo) return "undated";
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if (policyTo < from) return "expired";
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return policyTo <= soon ? "expiring" : "active";
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}
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function daysUntil(policyTo: Date | null, from: Date): number | null {
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if (!policyTo) return null;
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return Math.round((policyTo.getTime() - from.getTime()) / 86400000);
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}
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@Injectable()
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export class PoliciesService {
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constructor(private readonly prisma: PrismaService) {}
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private statusWhere(
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status: PolicyStatus | undefined,
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days: number,
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): Prisma.PolicyWhereInput {
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const from = today();
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switch (status) {
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case "active":
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return { policyTo: { gte: from } };
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case "expiring":
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return { policyTo: { gte: from, lte: addDays(from, days) } };
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case "expired":
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return { policyTo: { lt: from } };
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case "undated":
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return { policyTo: null };
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default:
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return {};
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}
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}
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private orderBy(sort: PolicySort): Prisma.PolicyOrderByWithRelationInput[] {
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switch (sort) {
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case "expiry_asc":
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return [{ policyTo: "asc" }];
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case "customer":
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return [{ customer: { name: "asc" } }, { policyTo: "desc" }];
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case "number":
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return [{ policyNumber: "asc" }];
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case "premium_desc":
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// Sorts on netPremium, not total: `total` is 0 or null on all but 2 of
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// the 2378 migrated policies, so ordering by it is meaningless.
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return [{ netPremium: "desc" }];
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default:
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// MySQL sorts NULLs last on DESC, which puts the 528 undated policies
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// at the end instead of the top — the behaviour we want by default.
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return [{ policyTo: "desc" }];
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}
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}
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/** Policy list with search, vigencia/type/provider filters, paginated. */
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async list(params: ListParams) {
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const { query, page, pageSize, status, days, typeId, providerId, liquidated, sort } =
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params;
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const where: Prisma.PolicyWhereInput = { ...this.statusWhere(status, days) };
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if (query && query.trim()) {
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const q = query.trim();
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where.OR = [
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{ policyNumber: { contains: q } },
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{ customer: { name: { contains: q } } },
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{ agentName: { contains: q } },
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{ vehicles: { some: { licensePlate: { contains: q } } } },
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{ insuredDrivers: { some: { fullName: { contains: q } } } },
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{ legacyId: { contains: q } },
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];
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}
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if (typeId) where.policyTypeId = typeId;
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if (providerId) where.insuranceProviderId = providerId;
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if (liquidated !== undefined) where.liquidated = liquidated;
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const [total, rows] = await this.prisma.$transaction([
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this.prisma.policy.count({ where }),
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this.prisma.policy.findMany({
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where,
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skip: (page - 1) * pageSize,
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take: pageSize,
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orderBy: this.orderBy(sort),
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select: {
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id: true,
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policyNumber: true,
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agentName: true,
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policyFrom: true,
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policyTo: true,
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netPremium: true,
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total: true,
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currency: true,
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liquidated: true,
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customer: { select: { id: true, name: true, city: true } },
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policyType: { select: { id: true, name: true } },
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insuranceProvider: { select: { id: true, name: true } },
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_count: { select: { vehicles: true, installments: true, documents: true } },
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},
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}),
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]);
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const from = today();
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const soon = addDays(from, days);
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const items = rows.map((r) => ({
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id: r.id,
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policyNumber: r.policyNumber,
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agentName: r.agentName,
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policyFrom: r.policyFrom,
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policyTo: r.policyTo,
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netPremium: r.netPremium,
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total: r.total,
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currency: r.currency,
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liquidated: r.liquidated,
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customerId: r.customer.id,
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customerName: r.customer.name,
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customerCity: r.customer.city,
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policyType: r.policyType,
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insuranceProvider: r.insuranceProvider,
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status: statusOf(r.policyTo, from, soon),
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daysToExpiry: daysUntil(r.policyTo, from),
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vehicleCount: r._count.vehicles,
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installmentCount: r._count.installments,
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documentCount: r._count.documents,
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}));
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return { items, total, page, pageSize, pageCount: Math.ceil(total / pageSize) };
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}
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/** Top-line counts for the policies page header. */
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async stats(days: number) {
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const from = today();
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const soon = addDays(from, days);
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const [total, active, expiring, expired, undated, liquidated] =
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await this.prisma.$transaction([
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this.prisma.policy.count(),
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this.prisma.policy.count({ where: { policyTo: { gte: from } } }),
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this.prisma.policy.count({
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where: { policyTo: { gte: from, lte: soon } },
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}),
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this.prisma.policy.count({ where: { policyTo: { lt: from } } }),
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this.prisma.policy.count({ where: { policyTo: null } }),
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this.prisma.policy.count({ where: { liquidated: true } }),
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]);
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// Premium in force, per currency — the two currencies can't be summed.
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const inForce = await this.prisma.policy.groupBy({
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by: ["currency"],
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where: { policyTo: { gte: from } },
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_sum: { total: true, netPremium: true },
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_count: { _all: true },
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});
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return {
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total,
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active,
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expiring,
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expired,
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undated,
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liquidated,
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pending: total - liquidated,
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days,
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premiumInForce: inForce.map((r) => ({
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currency: r.currency,
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total: r._sum.total,
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netPremium: r._sum.netPremium,
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count: r._count._all,
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})),
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};
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}
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/** Filter dropdown options, with counts so empty choices are visible. */
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async facets() {
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const [types, providers] = await this.prisma.$transaction([
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this.prisma.policyType.findMany({
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orderBy: { name: "asc" },
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select: { id: true, name: true, _count: { select: { policies: true } } },
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}),
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this.prisma.insuranceProvider.findMany({
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orderBy: { name: "asc" },
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select: { id: true, name: true, _count: { select: { policies: true } } },
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}),
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]);
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return {
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types: types.map((t) => ({ id: t.id, name: t.name, count: t._count.policies })),
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providers: providers.map((p) => ({
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id: p.id,
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name: p.name,
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count: p._count.policies,
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})),
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};
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}
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/** Full policy view, including the owning customer. */
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async detail(id: string, days: number) {
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const policy = await this.prisma.policy.findUnique({
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where: { id },
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include: {
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customer: {
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select: {
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id: true,
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name: true,
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nameSource: true,
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city: true,
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state: true,
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phone: true,
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mobile: true,
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email: true,
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},
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},
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policyType: true,
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insuranceProvider: true,
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installments: { orderBy: { sequence: "asc" } },
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vehicles: true,
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insuredDrivers: true,
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beneficiaries: true,
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claims: { include: { adjuster: true } },
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documents: true,
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properties: {
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select: { id: true, addressLine1: true, addressLine2: true, zone: true },
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},
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},
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});
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if (!policy) {
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throw new NotFoundException(`Policy ${id} not found`);
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}
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const from = today();
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return {
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...policy,
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status: statusOf(policy.policyTo, from, addDays(from, days)),
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daysToExpiry: daysUntil(policy.policyTo, from),
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};
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}
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}
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