WIP jordan

This commit is contained in:
Jordan Weingarten
2026-04-16 11:11:44 -05:00
parent ff2d7b18b5
commit 67482f6629
163 changed files with 50627 additions and 728 deletions

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<script setup lang="ts">
import { LIFE_COVERAGE_PLANS, LIFE_QUOTE_CARRIERS } from '~/data/life-quote-intake'
import type { LifeQuoteDraft, LifeQuoteMode, LifeQuoteSegment } from '~/types/life-quote-intake'
const props = defineProps<{
draft: LifeQuoteDraft
quoteMode: LifeQuoteMode
segment: LifeQuoteSegment
}>()
const { quoteRequestEmailEnabled } = useQuoteRequestEmailEnabled()
function carrierName(id: string) {
return LIFE_QUOTE_CARRIERS.find((c) => c.id === id)?.name ?? id
}
function planLabel(id: string) {
return LIFE_COVERAGE_PLANS.find((p) => p.id === id)?.label ?? id
}
const segmentLabel: Record<LifeQuoteSegment, string> = {
individual: 'Individual',
corporate_keyman: 'Corporate / Key person',
group: 'Group'
}
const modeLabel: Record<LifeQuoteMode, string> = {
single: 'Single quote',
comparative_pdf: 'Comparative PDF'
}
function formatAmount(val: string) {
const n = Number(val)
if (!n) return val || '—'
return '$' + n.toLocaleString()
}
function termLabel(val: string) {
if (val === 'whole') return 'Whole life'
return val ? `${val} years` : '—'
}
</script>
<template>
<div class="space-y-6">
<div>
<p class="text-sm text-[var(--text-muted)]">Review the life quote request before sending or saving.</p>
</div>
<UAlert
v-if="!quoteRequestEmailEnabled"
color="warning"
variant="soft"
title="Provider emails are turned off"
description="Settings -> Quote requests: outbound emails disabled. This run saves the request locally (or uses table / AI pricing when connected) without emailing carriers."
/>
<div class="space-y-4 rounded-xl border border-[var(--sidebar-border)] bg-[var(--surface)] p-5 ring-1 ring-black/[0.04]">
<div class="flex flex-wrap gap-x-6 gap-y-2 text-sm">
<div>
<span class="text-[var(--text-muted)]">Intent</span>
<p class="font-medium text-[var(--text-primary)]">{{ modeLabel[quoteMode] }}</p>
</div>
<div>
<span class="text-[var(--text-muted)]">Policy type</span>
<p class="font-medium text-[var(--text-primary)]">{{ segmentLabel[segment] }}</p>
</div>
</div>
<div class="border-t border-[var(--sidebar-border)] pt-4">
<p class="text-xs font-semibold uppercase tracking-wide text-[var(--text-muted)]">Insured person</p>
<dl class="mt-2 grid gap-2 text-sm sm:grid-cols-2">
<div>
<dt class="text-[var(--text-muted)]">Name</dt>
<dd class="font-medium text-[var(--text-primary)]">{{ draft.client.fullName || '—' }}</dd>
</div>
<div>
<dt class="text-[var(--text-muted)]">Email</dt>
<dd class="font-medium text-[var(--text-primary)]">{{ draft.client.email || '—' }}</dd>
</div>
<div v-if="draft.client.organizationName" class="sm:col-span-2">
<dt class="text-[var(--text-muted)]">Organization</dt>
<dd class="font-medium text-[var(--text-primary)]">{{ draft.client.organizationName }}</dd>
</div>
</dl>
</div>
<div class="border-t border-[var(--sidebar-border)] pt-4">
<p class="text-xs font-semibold uppercase tracking-wide text-[var(--text-muted)]">Age & health</p>
<dl class="mt-2 grid gap-2 text-sm sm:grid-cols-3">
<div>
<dt class="text-[var(--text-muted)]">Age</dt>
<dd class="font-medium text-[var(--text-primary)]">{{ draft.life.age || '—' }}</dd>
</div>
<div>
<dt class="text-[var(--text-muted)]">Gender</dt>
<dd class="font-medium text-[var(--text-primary)]">{{ draft.life.gender || '—' }}</dd>
</div>
<div>
<dt class="text-[var(--text-muted)]">Smoker</dt>
<dd class="font-medium text-[var(--text-primary)]">{{ draft.life.smoker ? 'Yes' : 'No' }}</dd>
</div>
<div v-if="draft.life.preexistingConditions" class="sm:col-span-3">
<dt class="text-[var(--text-muted)]">Preexisting conditions</dt>
<dd class="font-medium text-[var(--text-primary)]">{{ draft.life.preexistingDetails || 'Yes (no details provided)' }}</dd>
</div>
</dl>
</div>
<div class="border-t border-[var(--sidebar-border)] pt-4">
<p class="text-xs font-semibold uppercase tracking-wide text-[var(--text-muted)]">Coverage</p>
<p class="mt-2 text-sm text-[var(--text-primary)]">
{{ formatAmount(draft.life.coverageAmount) }} · {{ termLabel(draft.life.coverageTerm) }}
</p>
<p v-if="draft.life.beneficiaryName" class="mt-1 text-sm text-[var(--text-muted)]">
Beneficiary: {{ draft.life.beneficiaryName }}
<span v-if="draft.life.beneficiaryRelationship"> ({{ draft.life.beneficiaryRelationship }})</span>
</p>
</div>
<div class="border-t border-[var(--sidebar-border)] pt-4">
<p class="text-xs font-semibold uppercase tracking-wide text-[var(--text-muted)]">Carriers</p>
<ul class="mt-2 list-inside list-disc text-sm text-[var(--text-primary)]">
<li v-for="id in draft.solicit.carrierIds" :key="id">{{ carrierName(id) }}</li>
<li v-if="draft.solicit.carrierIds.length === 0" class="list-none text-[var(--text-muted)]">None selected</li>
</ul>
</div>
<div class="border-t border-[var(--sidebar-border)] pt-4">
<p class="text-xs font-semibold uppercase tracking-wide text-[var(--text-muted)]">Plans</p>
<ul class="mt-2 list-inside list-disc text-sm text-[var(--text-primary)]">
<li v-for="id in draft.solicit.planIds" :key="id">{{ planLabel(id) }}</li>
<li v-if="draft.solicit.planIds.length === 0" class="list-none text-[var(--text-muted)]">None selected</li>
</ul>
</div>
</div>
<UAlert
color="neutral"
variant="soft"
title="What happens next"
:description="
quoteRequestEmailEnabled
? 'We can queue emails to each carrier\'s quoting address on file (Settings -> Providers), unless your tenant uses published tables or AI instead.'
: 'No outbound provider emails for this tenant — capture the request here and price via tables, APIs, or agentic workflows.'
"
/>
</div>
</template>

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<script setup lang="ts">
import {
LIFE_GENDER_OPTIONS,
LIFE_COVERAGE_TERM_OPTIONS,
LIFE_COVERAGE_AMOUNT_OPTIONS,
LIFE_BENEFICIARY_RELATIONSHIP_OPTIONS
} from '~/data/life-quote-intake'
import type { LifeQuoteDraft, LifeQuoteMode, LifeQuoteSegment } from '~/types/life-quote-intake'
const props = defineProps<{
draft: LifeQuoteDraft
modeCards: { id: LifeQuoteMode; title: string; hint: string; icon: string }[]
segmentCards: { id: LifeQuoteSegment; title: string; hint: string; icon: string }[]
}>()
function setMode(m: LifeQuoteMode) {
props.draft.quoteMode = m
}
function setSegment(s: LifeQuoteSegment) {
props.draft.segment = s
}
const inputPh =
'w-full placeholder:text-[var(--text-muted)] placeholder:opacity-[0.55] text-[var(--text-primary)]'
const showOrganization = computed(
() => props.draft.segment === 'corporate_keyman' || props.draft.segment === 'group'
)
/** Compute age from date of birth */
watch(
() => props.draft.life.dateOfBirth,
(dob) => {
if (!dob) {
props.draft.life.age = ''
return
}
const birth = new Date(dob)
const today = new Date()
let age = today.getFullYear() - birth.getFullYear()
const m = today.getMonth() - birth.getMonth()
if (m < 0 || (m === 0 && today.getDate() < birth.getDate())) age--
props.draft.life.age = String(age)
}
)
const showDetails = ref(false)
onMounted(() => {
requestAnimationFrame(() => {
showDetails.value = true
})
})
</script>
<template>
<div class="space-y-10">
<section class="space-y-4">
<div>
<h3 class="text-base font-semibold text-[var(--text-primary)]">How can I help?</h3>
<p class="mt-1 text-sm text-[var(--text-muted)]">Single quote or comparative PDF same steps; comparative opens the comparison sheet after acceptance.</p>
</div>
<div class="grid gap-3 sm:grid-cols-2">
<button
v-for="card in modeCards"
:key="card.id"
type="button"
class="group rounded-xl border p-5 text-left transition focus:outline-none focus-visible:ring-2 focus-visible:ring-[var(--brand)]"
:class="
draft.quoteMode === card.id
? 'border-[var(--brand)] bg-[var(--brand-soft)] ring-1 ring-[var(--brand)]/30'
: 'border-[var(--sidebar-border)] bg-[var(--surface)] hover:border-[var(--brand)]/40'
"
@click="setMode(card.id)"
>
<div class="flex items-start gap-3">
<div class="flex h-10 w-10 shrink-0 items-center justify-center rounded-lg bg-[var(--brand-faint)] text-[var(--brand)]">
<UIcon :name="card.icon" class="h-5 w-5" />
</div>
<div class="min-w-0">
<p class="font-semibold text-[var(--text-primary)]">{{ card.title }}</p>
<p class="mt-1 text-sm text-[var(--text-muted)]">{{ card.hint }}</p>
</div>
</div>
</button>
</div>
</section>
<section class="space-y-4 border-t border-[var(--sidebar-border)] pt-10">
<div>
<h3 class="text-base font-semibold text-[var(--text-primary)]">Policy type</h3>
<p class="mt-1 text-sm text-[var(--text-muted)]">Individual, corporate / key person, or group policy.</p>
</div>
<div class="grid gap-3 sm:grid-cols-3">
<button
v-for="card in segmentCards"
:key="card.id"
type="button"
class="rounded-xl border p-4 text-left transition focus:outline-none focus-visible:ring-2 focus-visible:ring-[var(--brand)]"
:class="
draft.segment === card.id
? 'border-[var(--brand)] bg-[var(--brand-soft)] ring-1 ring-[var(--brand)]/30'
: 'border-[var(--sidebar-border)] bg-[var(--surface)] hover:border-[var(--brand)]/40'
"
@click="setSegment(card.id)"
>
<UIcon :name="card.icon" class="h-7 w-7 text-[var(--brand)]" />
<p class="mt-2 font-semibold text-[var(--text-primary)]">{{ card.title }}</p>
<p class="mt-0.5 text-xs text-[var(--text-muted)]">{{ card.hint }}</p>
</button>
</div>
</section>
<section v-if="showDetails" class="border-t border-[var(--sidebar-border)] pt-10">
<!-- Insured basic info -->
<h3 class="text-base font-semibold text-[var(--text-primary)]">Insured person</h3>
<p class="mt-1 text-sm text-[var(--text-muted)]">Primary insured and notification email.</p>
<div class="mt-5 grid grid-cols-1 gap-4 md:grid-cols-2">
<UFormField label="Legal name" required>
<UInput v-model="draft.client.fullName" :class="inputPh" placeholder="As on ID" />
</UFormField>
<UFormField label="Email" required>
<UInput v-model="draft.client.email" type="email" :class="inputPh" placeholder="name@company.com" />
</UFormField>
<UFormField label="Phone">
<UInput v-model="draft.client.phone" :class="inputPh" placeholder="+593 ..." />
</UFormField>
<UFormField label="Government ID">
<UInput v-model="draft.client.documentId" :class="inputPh" placeholder="ID or RUC" />
</UFormField>
<UFormField v-if="showOrganization" label="Organization / group name" class="md:col-span-2" required>
<UInput v-model="draft.client.organizationName" :class="inputPh" placeholder="Employer or group trust" />
</UFormField>
</div>
<!-- Age & health screening -->
<h3 class="mt-10 text-base font-semibold text-[var(--text-primary)]">Age & health screening</h3>
<p class="mt-1 text-sm text-[var(--text-muted)]">Basic underwriting inputs carriers use these to determine eligibility and rate class.</p>
<div class="mt-5 grid grid-cols-1 gap-4 md:grid-cols-3">
<UFormField label="Date of birth" required>
<UInput v-model="draft.life.dateOfBirth" type="date" :class="inputPh" />
</UFormField>
<UFormField label="Age">
<UInput :model-value="draft.life.age" disabled :class="inputPh" placeholder="Auto-calculated" />
</UFormField>
<UFormField label="Gender" required>
<USelect
v-model="draft.life.gender"
:items="LIFE_GENDER_OPTIONS"
value-key="value"
label-key="label"
placeholder="Select one"
class="w-full"
/>
</UFormField>
</div>
<div class="mt-5 space-y-4 rounded-xl border border-[var(--sidebar-border)] bg-[var(--surface)] p-4">
<UCheckbox v-model="draft.life.smoker" label="Smoker / tobacco user (within last 12 months)" />
<UCheckbox v-model="draft.life.preexistingConditions" label="Preexisting medical conditions" />
<div v-if="draft.life.preexistingConditions" class="ml-6">
<UFormField label="Describe conditions" hint="Diabetes, hypertension, cardiac history, etc.">
<UTextarea
v-model="draft.life.preexistingDetails"
:class="inputPh"
placeholder="List conditions and approximate diagnosis dates"
:rows="3"
/>
</UFormField>
</div>
</div>
<!-- Coverage parameters -->
<h3 class="mt-10 text-base font-semibold text-[var(--text-primary)]">Coverage intent</h3>
<p class="mt-1 text-sm text-[var(--text-muted)]">Sum assured, term, and beneficiary details.</p>
<div class="mt-5 grid grid-cols-1 gap-4 md:grid-cols-2">
<UFormField label="Coverage amount" required>
<USelect
v-model="draft.life.coverageAmount"
:items="LIFE_COVERAGE_AMOUNT_OPTIONS"
value-key="value"
label-key="label"
placeholder="Select one"
class="w-full"
/>
</UFormField>
<UFormField label="Coverage term" required>
<USelect
v-model="draft.life.coverageTerm"
:items="LIFE_COVERAGE_TERM_OPTIONS"
value-key="value"
label-key="label"
placeholder="Select one"
class="w-full"
/>
</UFormField>
<UFormField label="Beneficiary name">
<UInput v-model="draft.life.beneficiaryName" :class="inputPh" placeholder="Full legal name" />
</UFormField>
<UFormField label="Beneficiary relationship">
<USelect
v-model="draft.life.beneficiaryRelationship"
:items="LIFE_BENEFICIARY_RELATIONSHIP_OPTIONS"
value-key="value"
label-key="label"
placeholder="Select one"
class="w-full"
/>
</UFormField>
</div>
<!-- Forms -->
<h3 class="mt-10 text-base font-semibold text-[var(--text-primary)]">Forms</h3>
<p class="mt-1 text-sm text-[var(--text-muted)]">
Confirm required templates are completed (uploads wire to the forms library later).
</p>
<div class="mt-4 space-y-3 rounded-xl border border-[var(--sidebar-border)] bg-[var(--surface)] p-4">
<UCheckbox v-model="draft.forms.medicalQuestionnaire" label="Medical questionnaire (declaracion de salud)" />
<UCheckbox v-model="draft.forms.beneficiaryDesignation" label="Beneficiary designation form" />
<UCheckbox
v-model="draft.forms.groupCensus"
label="Group census / employee roster (required for group policies)"
:disabled="draft.segment !== 'group'"
/>
</div>
</section>
<div
v-else
class="mt-10 min-h-[8rem] rounded-xl bg-[var(--sidebar-border)]/25 animate-pulse"
aria-busy="true"
aria-label="Loading"
/>
</div>
</template>

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<script setup lang="ts">
import { LIFE_COVERAGE_PLANS, LIFE_QUOTE_CARRIERS } from '~/data/life-quote-intake'
import type { LifeQuoteDraft, LifeQuoteMode } from '~/types/life-quote-intake'
const props = defineProps<{
draft: LifeQuoteDraft
quoteMode: LifeQuoteMode
}>()
function setCarrier(id: string, checked: boolean) {
const xs = props.draft.solicit.carrierIds
if (checked && !xs.includes(id)) xs.push(id)
if (!checked) {
const i = xs.indexOf(id)
if (i !== -1) xs.splice(i, 1)
}
}
function carrierChecked(id: string) {
return props.draft.solicit.carrierIds.includes(id)
}
function setPlan(id: string, checked: boolean) {
const xs = props.draft.solicit.planIds
if (checked && !xs.includes(id)) xs.push(id)
if (!checked) {
const i = xs.indexOf(id)
if (i !== -1) xs.splice(i, 1)
}
}
function planChecked(id: string) {
return props.draft.solicit.planIds.includes(id)
}
</script>
<template>
<div class="space-y-6">
<div>
<p class="text-sm text-[var(--text-muted)]">
Choose carriers and plan shells to request. Quoting contacts live per provider in Settings.
</p>
<UAlert
v-if="quoteMode === 'comparative_pdf'"
color="info"
variant="soft"
class="mt-4"
title="Comparative quote"
description="We'll align columns to your selected plan mix. Enter premiums from email, rate tables, or AI-assisted pricing when available."
/>
<UAlert v-else color="neutral" variant="soft" class="mt-4" title="Single quote" description="We'll package one request per carrier with the same insured and coverage intent." />
</div>
<div class="rounded-xl border border-[var(--sidebar-border)] bg-[var(--surface)] p-4 ring-1 ring-black/[0.04]">
<p class="text-xs font-semibold uppercase tracking-wide text-[var(--text-muted)]">Carriers</p>
<ul class="mt-3 divide-y divide-[var(--sidebar-border)]">
<li
v-for="c in LIFE_QUOTE_CARRIERS"
:key="c.id"
class="flex flex-wrap items-start justify-between gap-3 py-3 first:pt-0"
>
<UCheckbox
:model-value="carrierChecked(c.id)"
:label="c.name"
@update:model-value="(v: boolean) => setCarrier(c.id, v)"
/>
<span class="text-xs text-[var(--text-muted)]">{{ c.detail }}</span>
</li>
</ul>
</div>
<div class="rounded-xl border border-[var(--sidebar-border)] bg-[var(--surface)] p-4 ring-1 ring-black/[0.04]">
<p class="text-xs font-semibold uppercase tracking-wide text-[var(--text-muted)]">Plans / coverage shells</p>
<ul class="mt-3 space-y-3">
<li
v-for="p in LIFE_COVERAGE_PLANS"
:key="p.id"
class="flex flex-col gap-1 rounded-lg border border-[var(--sidebar-border)]/80 bg-[var(--page-bg)]/50 p-3 sm:flex-row sm:items-center sm:justify-between"
>
<UCheckbox
:model-value="planChecked(p.id)"
:label="p.label"
@update:model-value="(v: boolean) => setPlan(p.id, v)"
/>
<span class="text-xs text-[var(--text-muted)] sm:text-right">{{ p.hint }}</span>
</li>
</ul>
</div>
</div>
</template>