Files
jorgecuadros-platform/apps/web/src/components/PolicyForm.tsx
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

293 lines
11 KiB
TypeScript

"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>
);
}