rmancinasandClaude Opus 4.8
e2aba8bd17
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>
776 lines
22 KiB
TypeScript
776 lines
22 KiB
TypeScript
"use client";
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import { useEffect, useState } from "react";
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import Link from "next/link";
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import { AppShell } from "@/components/AppShell";
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import { getCustomer } from "@/lib/api";
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import {
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domainLabel,
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formatDate,
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formatMoney,
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premiumHeadline,
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serviceKindGlyph,
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serviceKindLabel,
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SIN_NOMBRE,
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sourceSystemLabel,
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} from "@/lib/labels";
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import type {
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CustomerDetail,
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Installment,
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Policy,
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Property,
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Transaction,
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TransactionSummaryRow,
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} from "@/lib/types";
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export default function ClienteDetailPage({
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params,
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}: {
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params: { id: string };
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}) {
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const { id } = params;
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return (
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<AppShell>
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<Detail id={id} />
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</AppShell>
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);
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}
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function Detail({ id }: { id: string }) {
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const [data, setData] = useState<CustomerDetail | null>(null);
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const [loading, setLoading] = useState(true);
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const [error, setError] = useState<string | null>(null);
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useEffect(() => {
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let alive = true;
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setLoading(true);
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setError(null);
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getCustomer(id)
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.then((d) => {
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if (alive) {
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setData(d);
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setLoading(false);
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}
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})
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.catch((e) => {
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if (alive) {
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setError(
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e?.status === 404
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? "No encontramos este cliente."
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: e?.message ?? "No se pudo cargar el cliente.",
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);
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setLoading(false);
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}
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});
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return () => {
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alive = false;
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};
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}, [id]);
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if (loading) return <DetailSkeleton />;
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if (error)
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return (
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<>
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<BackLink />
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<div className="state-error" role="alert">
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{error}
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</div>
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</>
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);
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if (!data) return null;
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const hasUtilities = data.properties.length > 0;
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const hasInsurance = data.policies.length > 0;
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return (
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<div className="rise">
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<BackLink />
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<Hero data={data} hasUtilities={hasUtilities} hasInsurance={hasInsurance} />
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<DatosSection data={data} />
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<PropiedadesSection properties={data.properties} />
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<PolizasSection policies={data.policies} />
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<EstadoCuentaSection
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summary={data.transactionSummary}
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transactions={data.transactions}
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/>
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<DocumentosSection data={data} />
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</div>
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);
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}
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function BackLink() {
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return (
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<Link href="/clientes" className="back-link">
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← Volver a Clientes
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</Link>
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);
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}
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/* ------------------------------------------------------------------ Hero */
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function Hero({
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data,
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hasUtilities,
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hasInsurance,
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}: {
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data: CustomerDetail;
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hasUtilities: boolean;
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hasInsurance: boolean;
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}) {
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const provenance = data.legacyRefs
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.map((r) => `${sourceSystemLabel(r.sourceSystem)} #${r.legacyId}`)
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.join(" · ");
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const facts: { label: string; value: string }[] = [
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{ label: "Cliente desde", value: formatDate(data.customerSince) },
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{
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label: "Cuota",
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value:
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data.feeAmount != null && data.feeAmount !== ""
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? formatMoney(data.feeAmount, data.preferredCurrency)
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: "—",
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},
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{ label: "Propiedades", value: String(data.properties.length) },
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{ label: "Pólizas", value: String(data.policies.length) },
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{ label: "Moneda", value: data.preferredCurrency ?? "—" },
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];
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return (
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<div className="detail-hero">
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<div className="hero-top">
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<div>
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<h1
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className={`hero-name${
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data.name === SIN_NOMBRE ? " hero-name-missing" : ""
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}`}
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>
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{data.name}
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</h1>
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{data.nameSource && (
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<div className="hero-provenance">
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Nombre recuperado de {data.nameSource} — el registro original no
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tenía nombre.
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</div>
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)}
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{provenance && (
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<div className="hero-provenance">Origen: {provenance}</div>
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)}
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</div>
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<div className="hero-badges">
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{hasUtilities && (
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<span className="badge badge-servicios">
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<span className="dot" /> Servicios
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</span>
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)}
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{hasInsurance && (
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<span className="badge badge-seguros">
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<span className="dot" /> Seguros
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</span>
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)}
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<span
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className={`badge ${
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data.status ? "badge-on-dark" : "badge-negative"
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}`}
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>
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{data.status ? "Activo" : "Inactivo"}
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</span>
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</div>
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</div>
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<div className="hero-facts">
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{facts.map((f) => (
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<div key={f.label}>
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<div className="hero-fact-label">{f.label}</div>
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<div className="hero-fact-value">{f.value}</div>
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</div>
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))}
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</div>
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</div>
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);
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}
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/* ------------------------------------------------------- Datos del cliente */
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function DatosSection({ data }: { data: CustomerDetail }) {
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const mxAddress = [data.addressLine1, data.addressLine2]
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.filter(Boolean)
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.join(", ");
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const cityLine = [
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data.city?.replace(/,\s*$/, ""),
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data.state,
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data.zipCode,
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data.country,
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]
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.filter(Boolean)
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.join(", ");
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const idLine =
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data.identificationNumber || data.identificationType
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? [
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data.identificationType,
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data.identificationNumber,
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data.identificationExpiration
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? `vence ${formatDate(data.identificationExpiration)}`
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: null,
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]
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.filter(Boolean)
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.join(" · ")
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: null;
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return (
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<section className="section">
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<SectionHead rule="datos" title="Datos del cliente" />
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<div className="card">
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<div className="kv-grid">
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<KV label="Teléfono" value={data.phone} mono />
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<KV label="Móvil" value={data.mobile} mono />
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<KV label="Fax" value={data.fax} mono />
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<KV label="Correo electrónico" value={data.email} />
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<KV label="Documento de identidad" value={idLine} />
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<KV
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label="Estado"
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value={data.status ? "Activo" : "Inactivo"}
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/>
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{(mxAddress || cityLine) && (
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<div className="kv-block">
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<div className="kv-label">Domicilio</div>
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<div className="kv-value">
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{mxAddress && <div>{mxAddress}</div>}
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{cityLine && <div>{cityLine}</div>}
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{!mxAddress && !cityLine && "—"}
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</div>
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</div>
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)}
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{data.notes && (
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<div className="kv-block">
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<div className="kv-label">Notas</div>
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<div className="kv-value">{data.notes}</div>
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</div>
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)}
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</div>
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</div>
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</section>
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);
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}
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function KV({
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label,
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value,
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mono,
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}: {
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label: string;
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value: string | null | undefined;
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mono?: boolean;
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}) {
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return (
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<div>
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<div className="kv-label">{label}</div>
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<div className={`kv-value${mono && value ? " mono" : ""}`}>
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{value || "—"}
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</div>
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</div>
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);
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}
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/* ----------------------------------------------- Propiedades y servicios */
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function PropiedadesSection({ properties }: { properties: Property[] }) {
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return (
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<section className="section">
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<SectionHead
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rule="servicios"
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title="Propiedades y servicios"
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count={properties.length}
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/>
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<div className="card">
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{properties.length === 0 ? (
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<div className="empty-inline">
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Este cliente no tiene propiedades registradas.
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</div>
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) : (
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properties.map((p) => <PropertyCard key={p.id} p={p} />)
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)}
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</div>
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</section>
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);
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}
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function PropertyCard({ p }: { p: Property }) {
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const addr = [p.addressLine1, p.addressLine2].filter(Boolean).join(", ");
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const phones = [p.phone1, p.phone2, p.phone3].filter(Boolean);
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return (
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<div className="prop-card">
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<div className="prop-addr">{addr || "Propiedad"}</div>
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<div className="prop-meta">
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{p.zone && <span>Zona: {p.zone}</span>}
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{phones.length > 0 && (
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<span className="mono">{phones.join(" · ")}</span>
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)}
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</div>
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{p.services.length > 0 && (
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<div className="svc-grid">
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{p.services.map((s) => (
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<div
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key={s.id}
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className={`svc-item${s.active ? "" : " inactive"}`}
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>
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<div className="svc-head">
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<span className="svc-kind">
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<span className="svc-glyph" aria-hidden>
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{serviceKindGlyph(s.kind)}
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</span>
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{serviceKindLabel(s.kind)}
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</span>
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{!s.active && (
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<span className="badge badge-neutral">Inactivo</span>
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)}
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</div>
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<div className="svc-detail">
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{s.accountNumber && (
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<span>
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Cuenta: <span className="mono">{s.accountNumber}</span>
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</span>
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)}
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{s.meterNumber && (
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<span>
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Medidor: <span className="mono">{s.meterNumber}</span>
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</span>
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)}
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{s.route && (
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<span>
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Ruta: <span className="mono">{s.route}</span>
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</span>
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)}
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{s.dueDay && <span>Día de pago: {s.dueDay}</span>}
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{s.notes && <span>{s.notes}</span>}
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</div>
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</div>
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))}
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</div>
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)}
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{p.trustAccount && (
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<div className="trust-box">
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<div className="trust-title">Fideicomiso</div>
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<div className="trust-facts">
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{p.trustAccount.bankName && (
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<span>
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<strong>Banco:</strong> {p.trustAccount.bankName}
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</span>
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)}
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{p.trustAccount.trustNumber && (
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<span>
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<strong>No.:</strong>{" "}
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<span className="mono">{p.trustAccount.trustNumber}</span>
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</span>
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)}
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{p.trustAccount.bankFee && (
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<span>
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<strong>Comisión:</strong>{" "}
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{formatMoney(p.trustAccount.bankFee, "MXN")}
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</span>
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)}
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{p.trustAccount.dueDate1 && (
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<span>
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<strong>Vigencia:</strong>{" "}
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{formatDate(p.trustAccount.dueDate1)}
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{p.trustAccount.dueDate2
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? ` – ${formatDate(p.trustAccount.dueDate2)}`
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: ""}
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</span>
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)}
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</div>
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</div>
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)}
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</div>
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);
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}
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/* ------------------------------------------------------ Pólizas de seguro */
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function PolizasSection({ policies }: { policies: Policy[] }) {
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return (
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<section className="section">
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<SectionHead
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rule="seguros"
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title="Pólizas de seguro"
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count={policies.length}
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/>
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<div className="card">
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{policies.length === 0 ? (
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<div className="empty-inline">
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Este cliente no tiene pólizas registradas.
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</div>
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) : (
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policies.map((p) => <PolicyCard key={p.id} p={p} />)
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)}
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</div>
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</section>
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);
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}
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function PolicyCard({ p }: { p: Policy }) {
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const { value: headline, label: headlineLabel } = premiumHeadline(p);
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return (
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<div className="policy-card">
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<div className="policy-head">
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<div>
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<Link href={`/polizas/${p.id}`} className="policy-num policy-num-link">
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{p.policyNumber || "—"} →
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</Link>
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<div className="policy-type-row">
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{p.policyType?.name && (
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<span className="badge badge-seguros">
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<span className="dot" /> {p.policyType.name}
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</span>
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)}
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{p.insuranceProvider?.name && (
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<span>{p.insuranceProvider.name}</span>
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)}
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{p.agentName && (
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<>
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<span className="sep">·</span>
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<span>Agente: {p.agentName}</span>
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</>
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)}
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<span
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className={`badge ${
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p.liquidated ? "badge-positive" : "badge-neutral"
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}`}
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>
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{p.liquidated ? "Liquidada" : "Pendiente"}
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</span>
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</div>
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<div className="policy-type-row">
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<span className="kv-label" style={{ margin: 0 }}>
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Vigencia:
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</span>
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<span className="mono">
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{formatDate(p.policyFrom)} – {formatDate(p.policyTo)}
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</span>
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</div>
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</div>
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<div className="policy-figures">
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<div className="policy-total">
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{formatMoney(headline, p.currency)}
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</div>
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<div className="policy-total-label">{headlineLabel}</div>
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</div>
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</div>
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<div className="policy-body">
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{p.installments.length > 0 && (
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<div className="subpanel">
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<div className="subpanel-title">
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<span>Pagos</span>
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<span>{p.installments.length}</span>
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</div>
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{p.installments.map((inst) => (
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<InstallmentRow key={inst.id} inst={inst} />
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))}
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</div>
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)}
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|
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{p.vehicles.length > 0 && (
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<div className="subpanel">
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<div className="subpanel-title">
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<span>Vehículos</span>
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<span>{p.vehicles.length}</span>
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</div>
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<div className="mini-list">
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{p.vehicles.map((v) => (
|
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<div key={v.id}>
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{[v.make, v.model, v.modelYear].filter(Boolean).join(" ") ||
|
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"Vehículo"}
|
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<div className="mini-sub">
|
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{[
|
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v.bodyType,
|
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v.licensePlate ? `Placa ${v.licensePlate}` : null,
|
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]
|
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.filter(Boolean)
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.join(" · ")}
|
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</div>
|
||
</div>
|
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))}
|
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</div>
|
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</div>
|
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)}
|
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|
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{p.insuredDrivers.length > 0 && (
|
||
<div className="subpanel">
|
||
<div className="subpanel-title">
|
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<span>Asegurados</span>
|
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<span>{p.insuredDrivers.length}</span>
|
||
</div>
|
||
<div className="mini-list">
|
||
{p.insuredDrivers.map((d) => (
|
||
<div key={d.id}>
|
||
{d.fullName || "—"}
|
||
{d.licenseNumber && (
|
||
<div className="mini-sub mono">Lic. {d.licenseNumber}</div>
|
||
)}
|
||
</div>
|
||
))}
|
||
</div>
|
||
</div>
|
||
)}
|
||
|
||
{p.beneficiaries.length > 0 && (
|
||
<div className="subpanel">
|
||
<div className="subpanel-title">
|
||
<span>Beneficiarios</span>
|
||
<span>{p.beneficiaries.length}</span>
|
||
</div>
|
||
<div className="mini-list">
|
||
{p.beneficiaries.map((b) => (
|
||
<div key={b.id}>
|
||
{b.name || "—"}
|
||
{(b.phone || b.email) && (
|
||
<div className="mini-sub">
|
||
{[b.phone, b.email].filter(Boolean).join(" · ")}
|
||
</div>
|
||
)}
|
||
</div>
|
||
))}
|
||
</div>
|
||
</div>
|
||
)}
|
||
</div>
|
||
</div>
|
||
);
|
||
}
|
||
|
||
function InstallmentRow({ inst }: { inst: Installment }) {
|
||
const method = inst.isCash
|
||
? "Efectivo"
|
||
: inst.checkNumber
|
||
? `Ref. ${inst.checkNumber}`
|
||
: null;
|
||
return (
|
||
<div className="pay-row">
|
||
<span style={{ display: "flex", alignItems: "center", gap: 9 }}>
|
||
<span className="pay-seq">{inst.sequence}</span>
|
||
<span>
|
||
{inst.paidDate ? formatDate(inst.paidDate) : "Sin pagar"}
|
||
{method && (
|
||
<span className="muted" style={{ fontSize: 11 }}>
|
||
{" "}
|
||
· {method}
|
||
</span>
|
||
)}
|
||
</span>
|
||
</span>
|
||
<span className="mono" style={{ fontWeight: 600 }}>
|
||
{formatMoney(inst.amount, inst.currency)}
|
||
</span>
|
||
</div>
|
||
);
|
||
}
|
||
|
||
/* ------------------------------------------------------- Estado de cuenta */
|
||
function EstadoCuentaSection({
|
||
summary,
|
||
transactions,
|
||
}: {
|
||
summary: TransactionSummaryRow[];
|
||
transactions: Transaction[];
|
||
}) {
|
||
return (
|
||
<section className="section">
|
||
<SectionHead
|
||
rule="cuenta"
|
||
title="Estado de cuenta"
|
||
count={transactions.length}
|
||
countSuffix="movimientos"
|
||
/>
|
||
|
||
{summary.length > 0 && (
|
||
<div className="summary-grid">
|
||
{summary.map((row, i) => (
|
||
<div className={`summary-card ${row.domain}`} key={i}>
|
||
<div className="summary-domain">
|
||
<span className={`tx-dot ${row.domain}`} />
|
||
{domainLabel(row.domain)} · {row.currency}
|
||
</div>
|
||
<div className="summary-total">
|
||
{formatMoney(row.total, row.currency)}
|
||
</div>
|
||
<div className="summary-count">
|
||
{row.count}{" "}
|
||
{row.count === 1 ? "movimiento" : "movimientos"}
|
||
</div>
|
||
</div>
|
||
))}
|
||
</div>
|
||
)}
|
||
|
||
<div className="card">
|
||
{transactions.length === 0 ? (
|
||
<div className="empty-inline">Sin movimientos registrados.</div>
|
||
) : (
|
||
<div className="tx-scroll">
|
||
<table className="tx-table">
|
||
<thead>
|
||
<tr>
|
||
<th>Fecha</th>
|
||
<th>Línea</th>
|
||
<th>Tipo</th>
|
||
<th>Referencia</th>
|
||
<th>Concepto</th>
|
||
<th className="num">Monto</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
{transactions.map((t) => (
|
||
<TxRow key={t.id} t={t} />
|
||
))}
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
)}
|
||
{transactions.length >= 100 && (
|
||
<div className="section-note" style={{ padding: "0 16px 14px" }}>
|
||
Mostrando los 100 movimientos más recientes.
|
||
</div>
|
||
)}
|
||
</div>
|
||
</section>
|
||
);
|
||
}
|
||
|
||
function TxRow({ t }: { t: Transaction }) {
|
||
const num = t.amount != null ? Number(t.amount) : NaN;
|
||
const sign = !Number.isNaN(num) && num < 0 ? "neg" : "pos";
|
||
const tipo =
|
||
t.type?.nameEs || t.type?.nameEn || "—";
|
||
const concept = t.message || t.period || "—";
|
||
|
||
return (
|
||
<tr>
|
||
<td className="mono" style={{ whiteSpace: "nowrap" }}>
|
||
{formatDate(t.transactionDate)}
|
||
</td>
|
||
<td className="tx-domain-cell">
|
||
<span className={`tx-dot ${t.domain}`} />
|
||
{domainLabel(t.domain)}
|
||
</td>
|
||
<td>{tipo}</td>
|
||
<td className="tx-ref">{t.reference || "—"}</td>
|
||
<td className="tx-concept">{concept}</td>
|
||
<td className="num">
|
||
<span className={`tx-amount ${sign}`}>
|
||
{formatMoney(t.amount, t.currency)}
|
||
</span>{" "}
|
||
<span className="tx-cur">{t.currency}</span>
|
||
</td>
|
||
</tr>
|
||
);
|
||
}
|
||
|
||
/* ----------------------------------------------------------- Documentos */
|
||
function DocumentosSection({ data }: { data: CustomerDetail }) {
|
||
type Doc = { type: string; key: string | null; scope: string };
|
||
const docs: Doc[] = [];
|
||
data.properties.forEach((p) => {
|
||
const label = [p.addressLine1].filter(Boolean).join("") || "Propiedad";
|
||
p.documents.forEach((d) =>
|
||
docs.push({
|
||
type: d.documentType || "Documento",
|
||
key: d.storageKey,
|
||
scope: label,
|
||
}),
|
||
);
|
||
});
|
||
data.policies.forEach((p) => {
|
||
p.documents.forEach((d) =>
|
||
docs.push({
|
||
type: d.documentType || "Documento",
|
||
key: d.storageKey,
|
||
scope: `Póliza ${p.policyNumber ?? ""}`.trim(),
|
||
}),
|
||
);
|
||
});
|
||
|
||
return (
|
||
<section className="section">
|
||
<SectionHead rule="docs" title="Documentos" count={docs.length} />
|
||
<div className="card">
|
||
{docs.length === 0 ? (
|
||
<div className="empty-inline">
|
||
No hay documentos registrados para este cliente.
|
||
</div>
|
||
) : (
|
||
<>
|
||
<div className="doc-list">
|
||
{docs.map((d, i) => (
|
||
<div className="doc-item" key={i}>
|
||
<span className="doc-icon" aria-hidden>
|
||
▤
|
||
</span>
|
||
<div style={{ minWidth: 0 }}>
|
||
<div className="doc-type">{d.type}</div>
|
||
<div className="doc-key">{d.scope}</div>
|
||
</div>
|
||
</div>
|
||
))}
|
||
</div>
|
||
<div
|
||
className="section-note"
|
||
style={{ padding: "0 22px 18px" }}
|
||
>
|
||
Los archivos se almacenan en el object storage
|
||
(storageKey); no se descargan desde esta vista.
|
||
</div>
|
||
</>
|
||
)}
|
||
</div>
|
||
</section>
|
||
);
|
||
}
|
||
|
||
/* -------------------------------------------------------------- helpers */
|
||
function SectionHead({
|
||
rule,
|
||
title,
|
||
count,
|
||
countSuffix,
|
||
}: {
|
||
rule: string;
|
||
title: string;
|
||
count?: number;
|
||
countSuffix?: string;
|
||
}) {
|
||
return (
|
||
<div className="section-head">
|
||
<span className={`section-rule ${rule}`} aria-hidden />
|
||
<h2 className="section-title">{title}</h2>
|
||
{count != null && (
|
||
<span className="section-count">
|
||
{count} {countSuffix ?? ""}
|
||
</span>
|
||
)}
|
||
</div>
|
||
);
|
||
}
|
||
|
||
function DetailSkeleton() {
|
||
return (
|
||
<div>
|
||
<div
|
||
className="skeleton"
|
||
style={{ height: 16, width: 140, marginBottom: 18 }}
|
||
/>
|
||
<div className="skeleton" style={{ height: 180, borderRadius: 16 }} />
|
||
<div
|
||
className="skeleton"
|
||
style={{ height: 200, borderRadius: 16, marginTop: 34 }}
|
||
/>
|
||
<div
|
||
className="skeleton"
|
||
style={{ height: 260, borderRadius: 16, marginTop: 34 }}
|
||
/>
|
||
</div>
|
||
);
|
||
}
|