Files
jorgecuadros-platform/apps/api/src/policies/policy.dto.ts
T
rmancinasandClaude Opus 4.8 7a46c30d9b 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>
2026-07-23 12:22:02 -07:00

63 lines
2.6 KiB
TypeScript

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;
}