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

167
app.config.ts Normal file
View File

@@ -0,0 +1,167 @@
export default defineAppConfig({
ui: {
colors: {
primary: 'primary',
neutral: 'stone'
}
},
welcomeDashboard: {
greetingName: 'User',
productName: 'Segur-OS Beta',
subtitle:
'Orientation for today — pipeline health, receivables, and what needs attention before close of business.',
dailyTasks: [
{ id: 't1', title: 'Review carrier responses in General Support queue', emphasis: true },
{ id: 't2', title: 'Follow up on 3 quotes pending bind' },
{ id: 't3', title: 'Approve 2 manual policy uploads from onboarding' },
{ id: 't4', title: 'Check renewal diary for policies expiring in 60 days' }
],
alerts: [
{
id: 'a1',
message: '2 policies in renewal window need repricing approval.',
tone: 'warning'
},
{
id: 'a2',
message: 'Carrier X API credential expires in 14 days — rotate in Settings.',
tone: 'info'
},
{
id: 'a3',
message: 'Collections: 4 accounts over 60 days past due.',
tone: 'error'
}
],
performanceKpis: [
{
id: 'ms',
label: 'New business (MTD)',
value: '42 policies',
hint: 'Bound this month',
change: '+6 vs prior month',
changeTone: 'positive'
},
{
id: 'mr',
label: 'Premium written (MTD)',
value: '$1.24M',
hint: 'GWP recognized',
change: '+4.2% vs prior month',
changeTone: 'positive'
},
{
id: 'ren',
label: 'Renewals in flight',
value: '128',
hint: 'Quoted, not yet bound',
change: '18 due ≤30d',
changeTone: 'neutral'
},
{
id: 'late',
label: 'AR >30 days',
value: '$186K',
hint: 'Outstanding receivables',
change: '$12K vs last week',
changeTone: 'positive'
}
],
ceoKpis: [
{
id: 'gwp',
label: 'GWP (YTD)',
value: '$14.8M',
hint: 'Gross written premium',
change: 'On plan',
changeTone: 'neutral'
},
{
id: 'if',
label: 'Policies in force',
value: '3,842',
hint: 'Active policies',
change: '+2.1% YoY',
changeTone: 'positive'
},
{
id: 'lr',
label: 'Loss ratio',
value: '58.4%',
hint: 'Trailing 12 months',
change: 'Within appetite',
changeTone: 'neutral'
},
{
id: 'pipe',
label: 'Quoted pipeline',
value: '$2.06M',
hint: 'Not yet bound',
change: 'Weighted ~$1.1M',
changeTone: 'neutral'
}
],
quickLinks: [
{
label: 'Quotes',
to: '/quotes',
icon: 'i-heroicons-chart-bar-square',
description: 'Auto, health, life, general risk & custom — comparative and single-quote entry points.'
},
{
label: 'Sales',
to: '/onboarding',
icon: 'i-heroicons-clipboard-document-list',
description: 'Pipeline — leads, quotes, solicitudes, emissions, uploads.'
},
{
label: 'Customers',
to: '/customers',
icon: 'i-heroicons-users',
description: 'CRM — relationships and household / corporate profiles.'
},
{
label: 'Policies',
to: '/policies',
icon: 'i-heroicons-rectangle-stack',
description: 'Cartera — applications, quotes received, and bound policies.'
},
{
label: 'Settings',
to: '/settings',
icon: 'i-heroicons-cog-6-tooth',
description: 'Branding, providers & carriers, permissions, forms catalog, and workspace setup.'
},
{
label: 'Support inbox',
to: '/support',
icon: 'i-heroicons-chat-bubble-left-right',
description: 'Carrier inbox — quotes, solicitations, and follow-ups.'
},
{
label: 'Claims',
to: '/claims',
icon: 'i-heroicons-exclamation-triangle',
description: 'Losses and filings — tie to policies and carriers.'
},
{
label: 'Collections',
to: '/collections',
icon: 'i-heroicons-banknotes',
description: 'Receivables and recovery workflows.'
},
{
label: 'Renewals',
to: '/renewals',
icon: 'i-heroicons-arrow-path',
description: 'Expiry diary and retention campaigns.'
}
]
}
})