big refactor
This commit is contained in:
@@ -1,176 +0,0 @@
|
||||
import { useLocalStorageRef } from '~/utils/useLocalStorageRef'
|
||||
|
||||
/* ── Types ── */
|
||||
|
||||
export type AlertRecipient = 'handler' | 'manager' | 'customer' | 'custom'
|
||||
|
||||
export interface EmailSenderConfig {
|
||||
senderEmail: string
|
||||
senderDisplayName: string
|
||||
replyToEmail: string
|
||||
}
|
||||
|
||||
export interface AlertThresholdEntry {
|
||||
id: string
|
||||
daysBefore: number
|
||||
enabled: boolean
|
||||
}
|
||||
|
||||
export interface EscalationTier {
|
||||
id: string
|
||||
daysOverdue: number
|
||||
recipients: AlertRecipient[]
|
||||
action: string
|
||||
}
|
||||
|
||||
export interface RenewalAlertConfig {
|
||||
enabled: boolean
|
||||
thresholds: AlertThresholdEntry[]
|
||||
}
|
||||
|
||||
export interface CancellationAlertConfig {
|
||||
enabled: boolean
|
||||
recipients: AlertRecipient[]
|
||||
}
|
||||
|
||||
export interface LatePaymentAlertConfig {
|
||||
enabled: boolean
|
||||
tiers: EscalationTier[]
|
||||
}
|
||||
|
||||
export interface CreditCardExpiryAlertConfig {
|
||||
enabled: boolean
|
||||
thresholds: AlertThresholdEntry[]
|
||||
autoDebitOnly: boolean
|
||||
}
|
||||
|
||||
export interface CustomAlertRule {
|
||||
id: string
|
||||
alertName: string
|
||||
field: string
|
||||
operator: 'gte' | 'lte' | 'eq' | 'gt' | 'lt' | 'contains'
|
||||
value: string | number | boolean
|
||||
recipients: AlertRecipient[]
|
||||
enabled: boolean
|
||||
}
|
||||
|
||||
export interface AlertConfig {
|
||||
emailSender: EmailSenderConfig
|
||||
renewals: RenewalAlertConfig
|
||||
cancellations: CancellationAlertConfig
|
||||
latePayments: LatePaymentAlertConfig
|
||||
creditCardExpiry: CreditCardExpiryAlertConfig
|
||||
customRules: CustomAlertRule[]
|
||||
}
|
||||
|
||||
/* ── Defaults ── */
|
||||
|
||||
function defaultConfig(): AlertConfig {
|
||||
return {
|
||||
emailSender: {
|
||||
senderEmail: 'alertas@miagencia.com',
|
||||
senderDisplayName: 'Segur-OS Alertas',
|
||||
replyToEmail: 'soporte@miagencia.com',
|
||||
},
|
||||
renewals: {
|
||||
enabled: true,
|
||||
thresholds: [
|
||||
{ id: 'r90', daysBefore: 90, enabled: true },
|
||||
{ id: 'r60', daysBefore: 60, enabled: true },
|
||||
{ id: 'r30', daysBefore: 30, enabled: true },
|
||||
{ id: 'r15', daysBefore: 15, enabled: true },
|
||||
],
|
||||
},
|
||||
cancellations: {
|
||||
enabled: true,
|
||||
recipients: ['handler', 'manager'],
|
||||
},
|
||||
latePayments: {
|
||||
enabled: true,
|
||||
tiers: [
|
||||
{ id: 'lp5', daysOverdue: 5, recipients: ['handler'], action: 'Notify assigned handler' },
|
||||
{ id: 'lp15', daysOverdue: 15, recipients: ['handler', 'manager'], action: 'Notify handler + manager' },
|
||||
{ id: 'lp30', daysOverdue: 30, recipients: ['handler', 'manager', 'customer'], action: 'Auto-escalate + notify customer' },
|
||||
],
|
||||
},
|
||||
creditCardExpiry: {
|
||||
enabled: true,
|
||||
thresholds: [
|
||||
{ id: 'cc60', daysBefore: 60, enabled: true },
|
||||
{ id: 'cc30', daysBefore: 30, enabled: true },
|
||||
{ id: 'cc15', daysBefore: 15, enabled: true },
|
||||
],
|
||||
autoDebitOnly: true,
|
||||
},
|
||||
customRules: [
|
||||
{
|
||||
id: 'cr1',
|
||||
alertName: 'High-value policy renewal',
|
||||
field: 'premium',
|
||||
operator: 'gte',
|
||||
value: 25000,
|
||||
recipients: ['handler', 'manager'],
|
||||
enabled: true,
|
||||
},
|
||||
],
|
||||
}
|
||||
}
|
||||
|
||||
/* ── Composable ── */
|
||||
|
||||
let _counter = 100
|
||||
|
||||
export function useAlertConfig() {
|
||||
const config = useLocalStorageRef<AlertConfig>('policy-ui-alert-config-v1', defaultConfig)
|
||||
|
||||
/* ── Threshold CRUD ── */
|
||||
|
||||
function addThreshold(section: 'renewals' | 'creditCardExpiry', daysBefore: number) {
|
||||
const id = `t${++_counter}`
|
||||
config.value[section].thresholds.push({ id, daysBefore, enabled: true })
|
||||
}
|
||||
|
||||
function removeThreshold(section: 'renewals' | 'creditCardExpiry', id: string) {
|
||||
config.value[section].thresholds = config.value[section].thresholds.filter(t => t.id !== id)
|
||||
}
|
||||
|
||||
/* ── Late payment tier CRUD ── */
|
||||
|
||||
function addPaymentTier(daysOverdue: number, action: string, recipients: AlertRecipient[]) {
|
||||
const id = `lp${++_counter}`
|
||||
config.value.latePayments.tiers.push({ id, daysOverdue, recipients, action })
|
||||
}
|
||||
|
||||
function removePaymentTier(id: string) {
|
||||
config.value.latePayments.tiers = config.value.latePayments.tiers.filter(t => t.id !== id)
|
||||
}
|
||||
|
||||
/* ── Custom rule CRUD ── */
|
||||
|
||||
function addCustomRule(rule: Omit<CustomAlertRule, 'id'>) {
|
||||
const id = `cr${++_counter}`
|
||||
config.value.customRules.push({ ...rule, id })
|
||||
}
|
||||
|
||||
function updateCustomRule(id: string, patch: Partial<CustomAlertRule>) {
|
||||
const idx = config.value.customRules.findIndex(r => r.id === id)
|
||||
if (idx !== -1) {
|
||||
config.value.customRules[idx] = { ...config.value.customRules[idx], ...patch }
|
||||
}
|
||||
}
|
||||
|
||||
function removeCustomRule(id: string) {
|
||||
config.value.customRules = config.value.customRules.filter(r => r.id !== id)
|
||||
}
|
||||
|
||||
return {
|
||||
config,
|
||||
addThreshold,
|
||||
removeThreshold,
|
||||
addPaymentTier,
|
||||
removePaymentTier,
|
||||
addCustomRule,
|
||||
updateCustomRule,
|
||||
removeCustomRule,
|
||||
}
|
||||
}
|
||||
@@ -1,147 +0,0 @@
|
||||
/**
|
||||
* Business Analytics — composable for chart state, SVG rendering, and domain filtering.
|
||||
* SVG chart math extracted from /app/pages/index.vue dashboard charts.
|
||||
*/
|
||||
import { useLocalStorageRef } from '~/utils/useLocalStorageRef'
|
||||
import {
|
||||
ANALYTICS_METRICS,
|
||||
ANALYTICS_KPI_SUMMARIES,
|
||||
type AnalyticsDomainId,
|
||||
type AnalyticsChartType,
|
||||
type AnalyticsTimePoint,
|
||||
} from '~/data/mock-analytics'
|
||||
|
||||
export interface ChartSvgModel {
|
||||
lineD: string
|
||||
areaD: string
|
||||
points: { x: number; y: number; v: number }[]
|
||||
bars: { x: number; y: number; w: number; h: number }[]
|
||||
gridYs: number[]
|
||||
viewW: number
|
||||
viewH: number
|
||||
padX: number
|
||||
innerW: number
|
||||
bottomY: number
|
||||
}
|
||||
|
||||
interface AnalyticsState {
|
||||
activeDomain: AnalyticsDomainId
|
||||
chartBuilderMetric: string
|
||||
chartBuilderType: AnalyticsChartType
|
||||
chartBuilderRange: '3m' | '6m' | '12m'
|
||||
}
|
||||
|
||||
function buildDefaults(): AnalyticsState {
|
||||
return {
|
||||
activeDomain: 'production',
|
||||
chartBuilderMetric: 'gwp',
|
||||
chartBuilderType: 'area',
|
||||
chartBuilderRange: '6m',
|
||||
}
|
||||
}
|
||||
|
||||
export function useAnalytics() {
|
||||
const state = useLocalStorageRef<AnalyticsState>('policy-ui-analytics-v1', buildDefaults)
|
||||
|
||||
const allMetrics = ANALYTICS_METRICS
|
||||
const kpiSummaries = ANALYTICS_KPI_SUMMARIES
|
||||
|
||||
const domainMetrics = computed(() =>
|
||||
allMetrics.filter(m => m.domain === state.value.activeDomain)
|
||||
)
|
||||
|
||||
const chartBuilderMetricObj = computed(() =>
|
||||
allMetrics.find(m => m.id === state.value.chartBuilderMetric) ?? allMetrics[0]!
|
||||
)
|
||||
|
||||
const chartBuilderData = computed(() => {
|
||||
const data = chartBuilderMetricObj.value.data12m.filter(d => d.m)
|
||||
const range = state.value.chartBuilderRange
|
||||
if (range === '3m') return data.slice(-3)
|
||||
if (range === '6m') return data.slice(-6)
|
||||
return data
|
||||
})
|
||||
|
||||
// ── SVG chart model builder (extracted from dashboard index.vue) ──
|
||||
function buildSvgModel(data: AnalyticsTimePoint[], viewW = 400, viewH = 120): ChartSvgModel {
|
||||
const pts = data.map(d => d.v)
|
||||
const padX = 8; const padY = 14
|
||||
const innerW = viewW - padX * 2; const innerH = viewH - padY * 2
|
||||
const maxV = Math.max(...pts, 1); const minV = Math.min(...pts, 0)
|
||||
const span = maxV - minV || 1
|
||||
const points = pts.map((p, i) => ({
|
||||
x: padX + (i / Math.max(1, pts.length - 1)) * innerW,
|
||||
y: padY + (1 - (p - minV) / span) * innerH,
|
||||
v: p,
|
||||
}))
|
||||
const bottomY = padY + innerH
|
||||
const first = points[0]!; const last = points[points.length - 1]!
|
||||
|
||||
// Line + area paths (smooth Bézier curves)
|
||||
let lineD = `M ${first.x},${first.y}`
|
||||
let areaD = `M ${first.x},${bottomY} L ${first.x},${first.y}`
|
||||
for (let i = 1; i < points.length; i++) {
|
||||
const p0 = points[i - 1]!; const p1 = points[i]!
|
||||
const cx = (p0.x + p1.x) / 2
|
||||
const seg = ` C ${cx},${p0.y} ${cx},${p1.y} ${p1.x},${p1.y}`
|
||||
lineD += seg; areaD += seg
|
||||
}
|
||||
areaD += ` L ${last.x},${bottomY} Z`
|
||||
|
||||
// Bar geometry
|
||||
const barW = Math.min(innerW / pts.length * 0.6, 40)
|
||||
const bars = pts.map((p, i) => ({
|
||||
x: padX + (i / Math.max(1, pts.length - 1)) * innerW - barW / 2,
|
||||
y: padY + (1 - (p - minV) / span) * innerH,
|
||||
w: barW,
|
||||
h: ((p - minV) / span) * innerH,
|
||||
}))
|
||||
|
||||
const gridYs = [0, 0.5, 1].map(t => padY + t * innerH)
|
||||
return { lineD, areaD, points, bars, gridYs, viewW, viewH, padX, innerW, bottomY }
|
||||
}
|
||||
|
||||
// ── Sparkline helpers ──
|
||||
function sparklinePath(pts: number[], w = 112, h = 32, pad = 2): string {
|
||||
const max = Math.max(...pts); const min = Math.min(...pts); const r = max - min || 1
|
||||
const mapped = pts.map((p, i, arr) => ({
|
||||
x: pad + (i / Math.max(1, arr.length - 1)) * (w - pad * 2),
|
||||
y: pad + (1 - (p - min) / r) * (h - pad * 2),
|
||||
}))
|
||||
if (mapped.length < 2) return ''
|
||||
let d = `M ${mapped[0]!.x},${mapped[0]!.y}`
|
||||
for (let i = 0; i < mapped.length - 1; i++) {
|
||||
const p0 = mapped[i]!; const p1 = mapped[i + 1]!; const cx = (p0.x + p1.x) / 2
|
||||
d += ` C ${cx},${p0.y} ${cx},${p1.y} ${p1.x},${p1.y}`
|
||||
}
|
||||
return d
|
||||
}
|
||||
|
||||
function sparklineArea(pts: number[], w = 112, h = 32, pad = 2): string {
|
||||
const path = sparklinePath(pts, w, h, pad)
|
||||
if (!path) return ''
|
||||
const max = Math.max(...pts); const min = Math.min(...pts); const r = max - min || 1
|
||||
const mapped = pts.map((p, i, arr) => ({
|
||||
x: pad + (i / Math.max(1, arr.length - 1)) * (w - pad * 2),
|
||||
y: pad + (1 - (p - min) / r) * (h - pad * 2),
|
||||
}))
|
||||
return `${path} L ${mapped[mapped.length - 1]!.x},${h} L ${mapped[0]!.x},${h} Z`
|
||||
}
|
||||
|
||||
const chartBuilderSvgModel = computed(() =>
|
||||
buildSvgModel(chartBuilderData.value, 400, 180)
|
||||
)
|
||||
|
||||
return {
|
||||
state,
|
||||
allMetrics,
|
||||
kpiSummaries,
|
||||
domainMetrics,
|
||||
chartBuilderMetricObj,
|
||||
chartBuilderData,
|
||||
chartBuilderSvgModel,
|
||||
buildSvgModel,
|
||||
sparklinePath,
|
||||
sparklineArea,
|
||||
}
|
||||
}
|
||||
@@ -1,32 +0,0 @@
|
||||
const STORAGE_KEY = 'policy-ui.sidebar.collapsed.v1'
|
||||
|
||||
export function useAppShellLayout() {
|
||||
const sidebarCollapsed = ref(false)
|
||||
|
||||
onMounted(() => {
|
||||
if (!import.meta.client) return
|
||||
try {
|
||||
sidebarCollapsed.value = localStorage.getItem(STORAGE_KEY) === '1'
|
||||
} catch {
|
||||
/* ignore */
|
||||
}
|
||||
})
|
||||
|
||||
watch(sidebarCollapsed, (c) => {
|
||||
if (!import.meta.client) return
|
||||
try {
|
||||
localStorage.setItem(STORAGE_KEY, c ? '1' : '0')
|
||||
} catch {
|
||||
/* ignore */
|
||||
}
|
||||
})
|
||||
|
||||
function toggleSidebar() {
|
||||
sidebarCollapsed.value = !sidebarCollapsed.value
|
||||
}
|
||||
|
||||
return {
|
||||
sidebarCollapsed,
|
||||
toggleSidebar
|
||||
}
|
||||
}
|
||||
@@ -1,46 +0,0 @@
|
||||
import type { AppThemeId } from '~/types/app-theme'
|
||||
import { APP_THEME_OPTIONS } from '~/types/app-theme'
|
||||
|
||||
const STORAGE_KEY = 'policy-ui.theme.v1'
|
||||
|
||||
const VALID: AppThemeId[] = ['light', 'purple', 'dark', 'dark-purple']
|
||||
|
||||
function isThemeId(x: string): x is AppThemeId {
|
||||
return (VALID as string[]).includes(x)
|
||||
}
|
||||
|
||||
export function useAppTheme() {
|
||||
const themeId = ref<AppThemeId>('light')
|
||||
|
||||
function applyTheme(id: AppThemeId) {
|
||||
themeId.value = id
|
||||
if (import.meta.client) {
|
||||
document.documentElement.setAttribute('data-theme', id)
|
||||
try {
|
||||
localStorage.setItem(STORAGE_KEY, id)
|
||||
} catch {
|
||||
/* ignore */
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
onMounted(() => {
|
||||
if (!import.meta.client) return
|
||||
try {
|
||||
const raw = localStorage.getItem(STORAGE_KEY)
|
||||
if (raw && isThemeId(raw)) {
|
||||
applyTheme(raw)
|
||||
return
|
||||
}
|
||||
} catch {
|
||||
/* ignore */
|
||||
}
|
||||
applyTheme('light')
|
||||
})
|
||||
|
||||
return {
|
||||
themeId,
|
||||
themeOptions: APP_THEME_OPTIONS,
|
||||
applyTheme
|
||||
}
|
||||
}
|
||||
@@ -1,29 +0,0 @@
|
||||
import type { AutoQuoteDraft } from '~/types/auto-quote-intake'
|
||||
|
||||
export function emptyAutoQuoteDraft(): AutoQuoteDraft {
|
||||
return {
|
||||
quoteMode: null,
|
||||
segment: null,
|
||||
insured: null,
|
||||
buyer: null,
|
||||
vehicle: {
|
||||
subRamo: '',
|
||||
clase: '',
|
||||
uso: '',
|
||||
marca: '',
|
||||
modelo: '',
|
||||
placa: '',
|
||||
year: '',
|
||||
capacidadPasajeros: '',
|
||||
rc_limits: '',
|
||||
market_value: 0,
|
||||
requested_value: 0,
|
||||
chassis_number: '',
|
||||
engine_number: ''
|
||||
},
|
||||
solicit: {
|
||||
carrierIds: [],
|
||||
planIds: []
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -1,31 +0,0 @@
|
||||
import { BRANDING_STORAGE_KEY, type BrokerageBrandingState } from '~/types/branding'
|
||||
import { useLocalStorageRef } from '~/utils/useLocalStorageRef'
|
||||
|
||||
export function defaultBrokerageBranding(): BrokerageBrandingState {
|
||||
return {
|
||||
companyName: '',
|
||||
logoDataUrl: null,
|
||||
logoFileName: '',
|
||||
reportPageHeader: '',
|
||||
reportPageFooter: ''
|
||||
}
|
||||
}
|
||||
|
||||
export function useBrokerageBranding() {
|
||||
const saved = useLocalStorageRef(BRANDING_STORAGE_KEY, defaultBrokerageBranding)
|
||||
|
||||
const productDisplayName = computed(() => {
|
||||
const n = saved.value.companyName?.trim()
|
||||
if (n) return n
|
||||
return null
|
||||
})
|
||||
|
||||
const sidebarTitle = computed(() => productDisplayName.value ?? 'Segur-OS')
|
||||
|
||||
return {
|
||||
saved,
|
||||
productDisplayName,
|
||||
sidebarTitle,
|
||||
defaultBrokerageBranding
|
||||
}
|
||||
}
|
||||
@@ -1,35 +0,0 @@
|
||||
/**
|
||||
* Client favorites — star customers for quick dashboard access.
|
||||
* Persisted in localStorage. Stores customer IDs.
|
||||
*/
|
||||
import { useLocalStorageRef } from '~/utils/useLocalStorageRef'
|
||||
|
||||
const KEY = 'policy-ui-client-favorites-v1'
|
||||
|
||||
export function useClientFavorites() {
|
||||
const favoriteIds = useLocalStorageRef<string[]>(KEY, () => [])
|
||||
|
||||
function isFavorite(customerId: string) {
|
||||
return favoriteIds.value.includes(customerId)
|
||||
}
|
||||
|
||||
function toggleFavorite(customerId: string) {
|
||||
if (isFavorite(customerId)) {
|
||||
favoriteIds.value = favoriteIds.value.filter(id => id !== customerId)
|
||||
} else {
|
||||
favoriteIds.value = [customerId, ...favoriteIds.value]
|
||||
}
|
||||
}
|
||||
|
||||
function addFavorite(customerId: string) {
|
||||
if (!isFavorite(customerId)) {
|
||||
favoriteIds.value = [customerId, ...favoriteIds.value]
|
||||
}
|
||||
}
|
||||
|
||||
function removeFavorite(customerId: string) {
|
||||
favoriteIds.value = favoriteIds.value.filter(id => id !== customerId)
|
||||
}
|
||||
|
||||
return { favoriteIds, isFavorite, toggleFavorite, addFavorite, removeFavorite }
|
||||
}
|
||||
@@ -1,47 +0,0 @@
|
||||
import type { ClientCaptureMeta, ClientRegistrationNatural } from '~/types/brokerage-registration'
|
||||
|
||||
export function createEmptyClientRegistration(): ClientRegistrationNatural {
|
||||
return {
|
||||
id: '',
|
||||
economicGroupId: '',
|
||||
conglomerateId: '',
|
||||
personType: 'natural',
|
||||
apellidoPaterno: '',
|
||||
apellidoMaterno: '',
|
||||
primerNombre: '',
|
||||
segundoNombre: '',
|
||||
fechaNacimiento: '',
|
||||
tipoIdentificacion: '',
|
||||
cedulaOPasaporte: '',
|
||||
telefonoCelular: '',
|
||||
correoElectronicoPersonal: '',
|
||||
ocupacion: '',
|
||||
procedencia: '',
|
||||
detalle: '',
|
||||
descripcion: ''
|
||||
}
|
||||
}
|
||||
|
||||
export function useClientCaptureMeta(): ClientCaptureMeta {
|
||||
const now = new Date()
|
||||
return {
|
||||
operadorId: '32',
|
||||
operadorNombre: 'Jordan',
|
||||
fechaCaptura: now.toISOString(),
|
||||
progresoCapturaPct: 6,
|
||||
estado: ''
|
||||
}
|
||||
}
|
||||
|
||||
export function toIndividualCustomerBody(r: ClientRegistrationNatural) {
|
||||
const last = [r.apellidoPaterno, r.apellidoMaterno].filter(Boolean).join(' ').trim()
|
||||
return {
|
||||
first_name: [r.primerNombre, r.segundoNombre].filter(Boolean).join(' ').trim() || r.primerNombre,
|
||||
last_name: last || '-',
|
||||
email: r.correoElectronicoPersonal.trim(),
|
||||
phone: r.telefonoCelular.trim(),
|
||||
birth_date: r.fechaNacimiento,
|
||||
gender: '',
|
||||
document_id: r.cedulaOPasaporte.trim()
|
||||
}
|
||||
}
|
||||
@@ -1,641 +0,0 @@
|
||||
/**
|
||||
* Colectivos (group accounts) — data backbone for the entire module.
|
||||
* Manages group accounts, members, documents, billing, and service requests.
|
||||
* Persisted in localStorage via useLocalStorageRef.
|
||||
*/
|
||||
import { useLocalStorageRef } from '~/utils/useLocalStorageRef'
|
||||
|
||||
/* ── Core Types ── */
|
||||
|
||||
export type ColectivoStatus = 'quoting' | 'onboarding' | 'active' | 'renewal_due' | 'suspended' | 'cancelled'
|
||||
export type MemberStatus = 'active' | 'pending_enrollment' | 'pending_docs' | 'excluded' | 'on_leave'
|
||||
export type ServiceRequestType = 'inclusion' | 'exclusion' | 'claim' | 'billing' | 'certificate' | 'amendment'
|
||||
export type ServiceRequestStatus = 'open' | 'in_progress' | 'pending_carrier' | 'pending_client' | 'resolved' | 'cancelled'
|
||||
export type DocumentCategory = 'policy' | 'contract' | 'endorsement' | 'certificate' | 'amendment' | 'census' | 'siniestralidad' | 'enrollment' | 'correspondence' | 'other'
|
||||
export type BillingStatus = 'upcoming' | 'invoiced' | 'paid' | 'overdue' | 'disputed' | 'reconciled'
|
||||
|
||||
export interface ColectivoMember {
|
||||
id: string
|
||||
name: string
|
||||
documentId: string
|
||||
email: string
|
||||
phone: string
|
||||
role: string
|
||||
department: string
|
||||
enrollmentDate: string
|
||||
status: MemberStatus
|
||||
tier: string
|
||||
dependents: number
|
||||
pendingDocs: string[]
|
||||
formsCompleted: number
|
||||
formsTotal: number
|
||||
}
|
||||
|
||||
export interface ColectivoDocument {
|
||||
id: string
|
||||
name: string
|
||||
category: DocumentCategory
|
||||
uploadedBy: string
|
||||
uploadedAt: string
|
||||
fileSize: string
|
||||
fileType: string
|
||||
version: number
|
||||
notes: string
|
||||
}
|
||||
|
||||
export interface BillingCycle {
|
||||
id: string
|
||||
period: string
|
||||
dueDate: string
|
||||
status: BillingStatus
|
||||
invoiceAmount: number
|
||||
paidAmount: number
|
||||
carrierRef: string
|
||||
membersBilled: number
|
||||
membersExpected: number
|
||||
discrepancy: number
|
||||
notes: string
|
||||
}
|
||||
|
||||
export interface ServiceRequest {
|
||||
id: string
|
||||
type: ServiceRequestType
|
||||
subject: string
|
||||
status: ServiceRequestStatus
|
||||
priority: 'low' | 'medium' | 'high' | 'urgent'
|
||||
assignee: string
|
||||
created: string
|
||||
updated: string
|
||||
memberName?: string
|
||||
notes: string
|
||||
}
|
||||
|
||||
export interface ColectivoAccount {
|
||||
id: string
|
||||
name: string
|
||||
ruc: string
|
||||
lob: string
|
||||
product: string
|
||||
carrier: string
|
||||
status: ColectivoStatus
|
||||
|
||||
contactName: string
|
||||
contactEmail: string
|
||||
contactPhone: string
|
||||
hrContactName: string
|
||||
hrContactEmail: string
|
||||
|
||||
effectiveDate: string
|
||||
renewalDate: string
|
||||
onboardingDate: string
|
||||
|
||||
totalMembers: number
|
||||
activeMembersCount: number
|
||||
dependentsCount: number
|
||||
pendingEnrollment: number
|
||||
|
||||
monthlyPremium: number
|
||||
annualPremium: number
|
||||
commissionPct: number
|
||||
|
||||
agent: string
|
||||
|
||||
members: ColectivoMember[]
|
||||
documents: ColectivoDocument[]
|
||||
billingCycles: BillingCycle[]
|
||||
serviceRequests: ServiceRequest[]
|
||||
|
||||
recentActivity: { date: string; text: string; type: string; actor: string }[]
|
||||
|
||||
hasUrgentIssues: boolean
|
||||
outstandingClaims: number
|
||||
pendingTasks: number
|
||||
}
|
||||
|
||||
/* ── Mock Data ── */
|
||||
|
||||
function buildDefaultAccounts(): ColectivoAccount[] {
|
||||
return [
|
||||
// ── 1. Banco Regional ──
|
||||
{
|
||||
id: 'col-001',
|
||||
name: 'Banco Regional S.A.',
|
||||
ruc: '80012345-6',
|
||||
lob: 'Health',
|
||||
product: 'Salud Corporativa Elite',
|
||||
carrier: 'Vida Plena',
|
||||
status: 'active',
|
||||
|
||||
contactName: 'Roberto Méndez',
|
||||
contactEmail: 'rmendez@bancoregional.com.py',
|
||||
contactPhone: '+595 21 410-2200',
|
||||
hrContactName: 'Silvia Acosta',
|
||||
hrContactEmail: 'sacosta@bancoregional.com.py',
|
||||
|
||||
effectiveDate: '2025-07-01',
|
||||
renewalDate: '2026-05-23',
|
||||
onboardingDate: '2025-06-15',
|
||||
|
||||
totalMembers: 412,
|
||||
activeMembersCount: 398,
|
||||
dependentsCount: 687,
|
||||
pendingEnrollment: 4,
|
||||
|
||||
monthlyPremium: 10000,
|
||||
annualPremium: 120000,
|
||||
commissionPct: 12,
|
||||
|
||||
agent: 'Carlos Villalba',
|
||||
|
||||
members: [
|
||||
{ id: 'mbr-001-01', name: 'Roberto Méndez', documentId: '3.456.789', email: 'rmendez@bancoregional.com.py', phone: '+595 981 222-001', role: 'Director General', department: 'Directorio', enrollmentDate: '2025-07-01', status: 'active', tier: 'Executive', dependents: 3, pendingDocs: [], formsCompleted: 4, formsTotal: 4 },
|
||||
{ id: 'mbr-001-02', name: 'Silvia Acosta', documentId: '4.123.456', email: 'sacosta@bancoregional.com.py', phone: '+595 981 222-002', role: 'Gerente RRHH', department: 'Recursos Humanos', enrollmentDate: '2025-07-01', status: 'active', tier: 'Plus', dependents: 2, pendingDocs: [], formsCompleted: 4, formsTotal: 4 },
|
||||
{ id: 'mbr-001-03', name: 'Jorge Ramírez', documentId: '2.987.654', email: 'jramirez@bancoregional.com.py', phone: '+595 981 222-003', role: 'Analista de Créditos', department: 'Banca Comercial', enrollmentDate: '2025-07-15', status: 'active', tier: 'Basic', dependents: 1, pendingDocs: [], formsCompleted: 4, formsTotal: 4 },
|
||||
{ id: 'mbr-001-04', name: 'María Elena Torres', documentId: '5.321.098', email: 'metorres@bancoregional.com.py', phone: '+595 981 222-004', role: 'Cajera Principal', department: 'Operaciones', enrollmentDate: '2025-07-01', status: 'active', tier: 'Basic', dependents: 2, pendingDocs: [], formsCompleted: 4, formsTotal: 4 },
|
||||
{ id: 'mbr-001-05', name: 'Fernando López', documentId: '1.654.321', email: 'flopez@bancoregional.com.py', phone: '+595 981 222-005', role: 'Gerente de Sucursal', department: 'Sucursales', enrollmentDate: '2025-08-01', status: 'active', tier: 'Plus', dependents: 4, pendingDocs: [], formsCompleted: 4, formsTotal: 4 },
|
||||
{ id: 'mbr-001-06', name: 'Patricia Benítez', documentId: '6.789.012', email: 'pbenitez@bancoregional.com.py', phone: '+595 981 222-006', role: 'Oficial de Cumplimiento', department: 'Legal', enrollmentDate: '2025-09-01', status: 'pending_docs', tier: 'Plus', dependents: 1, pendingDocs: ['Certificado médico', 'Formulario de dependientes'], formsCompleted: 2, formsTotal: 4 },
|
||||
{ id: 'mbr-001-07', name: 'Luis Giménez', documentId: '3.210.987', email: 'lgimenez@bancoregional.com.py', phone: '+595 981 222-007', role: 'Desarrollador Senior', department: 'Tecnología', enrollmentDate: '2026-01-15', status: 'active', tier: 'Basic', dependents: 0, pendingDocs: [], formsCompleted: 4, formsTotal: 4 },
|
||||
{ id: 'mbr-001-08', name: 'Ana Cristina Duarte', documentId: '7.654.321', email: 'acduarte@bancoregional.com.py', phone: '+595 981 222-008', role: 'Asistente Ejecutiva', department: 'Directorio', enrollmentDate: '2025-07-01', status: 'on_leave', tier: 'Executive', dependents: 2, pendingDocs: [], formsCompleted: 4, formsTotal: 4 },
|
||||
],
|
||||
|
||||
documents: [
|
||||
{ id: 'doc-001-01', name: 'Póliza Colectiva 2025-2026', category: 'policy', uploadedBy: 'Carlos Villalba', uploadedAt: '2025-06-28', fileSize: '4.2 MB', fileType: 'PDF', version: 2, notes: 'Versión final firmada' },
|
||||
{ id: 'doc-001-02', name: 'Contrato de Intermediación', category: 'contract', uploadedBy: 'Carlos Villalba', uploadedAt: '2025-06-20', fileSize: '1.8 MB', fileType: 'PDF', version: 1, notes: '' },
|
||||
{ id: 'doc-001-03', name: 'Censo Marzo 2026', category: 'census', uploadedBy: 'Silvia Acosta', uploadedAt: '2026-03-05', fileSize: '856 KB', fileType: 'XLSX', version: 1, notes: 'Incluye 3 nuevas altas' },
|
||||
{ id: 'doc-001-04', name: 'Endoso #3 - Inclusiones Feb 2026', category: 'endorsement', uploadedBy: 'Carlos Villalba', uploadedAt: '2026-02-18', fileSize: '320 KB', fileType: 'PDF', version: 1, notes: '8 inclusiones procesadas' },
|
||||
{ id: 'doc-001-05', name: 'Reporte Siniestralidad Q1 2026', category: 'siniestralidad', uploadedBy: 'Vida Plena', uploadedAt: '2026-04-02', fileSize: '2.1 MB', fileType: 'PDF', version: 1, notes: 'Siniestralidad al 68%' },
|
||||
{ id: 'doc-001-06', name: 'Certificado Individual - R. Méndez', category: 'certificate', uploadedBy: 'Carlos Villalba', uploadedAt: '2025-07-10', fileSize: '145 KB', fileType: 'PDF', version: 1, notes: '' },
|
||||
],
|
||||
|
||||
billingCycles: [
|
||||
{ id: 'bill-001-01', period: 'January 2026', dueDate: '2026-01-15', status: 'paid', invoiceAmount: 10000, paidAmount: 10000, carrierRef: 'VP-2026-0412-01', membersBilled: 410, membersExpected: 410, discrepancy: 0, notes: '' },
|
||||
{ id: 'bill-001-02', period: 'February 2026', dueDate: '2026-02-15', status: 'paid', invoiceAmount: 10200, paidAmount: 10200, carrierRef: 'VP-2026-0412-02', membersBilled: 412, membersExpected: 412, discrepancy: 0, notes: 'Incluyó 2 altas' },
|
||||
{ id: 'bill-001-03', period: 'March 2026', dueDate: '2026-03-15', status: 'paid', invoiceAmount: 10200, paidAmount: 10200, carrierRef: 'VP-2026-0412-03', membersBilled: 412, membersExpected: 412, discrepancy: 0, notes: '' },
|
||||
{ id: 'bill-001-04', period: 'April 2026', dueDate: '2026-04-15', status: 'invoiced', invoiceAmount: 10200, paidAmount: 0, carrierRef: 'VP-2026-0412-04', membersBilled: 412, membersExpected: 412, discrepancy: 0, notes: 'Factura enviada al cliente' },
|
||||
{ id: 'bill-001-05', period: 'May 2026', dueDate: '2026-05-15', status: 'upcoming', invoiceAmount: 10200, paidAmount: 0, carrierRef: '', membersBilled: 0, membersExpected: 412, discrepancy: 0, notes: '' },
|
||||
],
|
||||
|
||||
serviceRequests: [
|
||||
{ id: 'sr-001-01', type: 'claim', subject: 'Reclamo cobertura cirugía - Expediente #4521', status: 'pending_carrier', priority: 'urgent', assignee: 'Carlos Villalba', created: '2026-03-28', updated: '2026-04-05', memberName: 'Fernando López', notes: 'Carrier solicitó documentación adicional del hospital. Plazo vence 04/12.' },
|
||||
{ id: 'sr-001-02', type: 'inclusion', subject: 'Alta de 3 nuevos empleados - Sucursal Este', status: 'in_progress', priority: 'high', assignee: 'Carlos Villalba', created: '2026-04-01', updated: '2026-04-06', notes: 'Faltan formularios de 1 empleado.' },
|
||||
{ id: 'sr-001-03', type: 'certificate', subject: 'Certificados individuales para viaje corporativo', status: 'open', priority: 'urgent', assignee: 'Carlos Villalba', created: '2026-04-07', updated: '2026-04-07', notes: 'Necesitan 12 certificados para viaje el 04/18.' },
|
||||
{ id: 'sr-001-04', type: 'billing', subject: 'Consulta sobre diferencia en factura Enero', status: 'resolved', priority: 'low', assignee: 'Carlos Villalba', created: '2026-01-22', updated: '2026-02-03', notes: 'Diferencia por ajuste de prima. Aclarado con RRHH.' },
|
||||
],
|
||||
|
||||
recentActivity: [
|
||||
{ date: '2026-04-07', text: 'Solicitud urgente de certificados para viaje corporativo', type: 'service_request', actor: 'Silvia Acosta' },
|
||||
{ date: '2026-04-06', text: 'Actualización en reclamo #4521 - carrier solicita más docs', type: 'claim_update', actor: 'Vida Plena' },
|
||||
{ date: '2026-04-05', text: 'Factura de Abril enviada al cliente', type: 'billing', actor: 'Sistema' },
|
||||
{ date: '2026-04-01', text: 'Nueva solicitud de inclusión: 3 empleados Sucursal Este', type: 'inclusion', actor: 'Silvia Acosta' },
|
||||
{ date: '2026-03-28', text: 'Reclamo de cirugía elevado a urgente', type: 'claim_update', actor: 'Carlos Villalba' },
|
||||
{ date: '2026-03-05', text: 'Censo de Marzo recibido y cargado', type: 'document', actor: 'Silvia Acosta' },
|
||||
{ date: '2026-02-18', text: 'Endoso #3 procesado - 8 inclusiones', type: 'endorsement', actor: 'Carlos Villalba' },
|
||||
],
|
||||
|
||||
hasUrgentIssues: true,
|
||||
outstandingClaims: 2,
|
||||
pendingTasks: 5,
|
||||
},
|
||||
|
||||
// ── 2. Clínica San José ──
|
||||
{
|
||||
id: 'col-002',
|
||||
name: 'Clínica San José',
|
||||
ruc: '80034567-1',
|
||||
lob: 'Health',
|
||||
product: 'Salud Integral Empresarial',
|
||||
carrier: 'Salud Global',
|
||||
status: 'active',
|
||||
|
||||
contactName: 'Dr. Marcelo Insfrán',
|
||||
contactEmail: 'minsfran@clinicasanjose.com.py',
|
||||
contactPhone: '+595 21 550-3300',
|
||||
hrContactName: 'Laura Paredes',
|
||||
hrContactEmail: 'lparedes@clinicasanjose.com.py',
|
||||
|
||||
effectiveDate: '2025-09-01',
|
||||
renewalDate: '2026-09-01',
|
||||
onboardingDate: '2025-08-15',
|
||||
|
||||
totalMembers: 88,
|
||||
activeMembersCount: 88,
|
||||
dependentsCount: 142,
|
||||
pendingEnrollment: 0,
|
||||
|
||||
monthlyPremium: 3500,
|
||||
annualPremium: 42000,
|
||||
commissionPct: 10,
|
||||
|
||||
agent: 'María Fernanda Ortiz',
|
||||
|
||||
members: [
|
||||
{ id: 'mbr-002-01', name: 'Dr. Marcelo Insfrán', documentId: '1.234.567', email: 'minsfran@clinicasanjose.com.py', phone: '+595 982 333-001', role: 'Director Médico', department: 'Dirección', enrollmentDate: '2025-09-01', status: 'active', tier: 'Executive', dependents: 3, pendingDocs: [], formsCompleted: 3, formsTotal: 3 },
|
||||
{ id: 'mbr-002-02', name: 'Laura Paredes', documentId: '2.345.678', email: 'lparedes@clinicasanjose.com.py', phone: '+595 982 333-002', role: 'Jefa de RRHH', department: 'Administración', enrollmentDate: '2025-09-01', status: 'active', tier: 'Plus', dependents: 2, pendingDocs: [], formsCompleted: 3, formsTotal: 3 },
|
||||
{ id: 'mbr-002-03', name: 'Dra. Carolina Fleitas', documentId: '3.456.012', email: 'cfleitas@clinicasanjose.com.py', phone: '+595 982 333-003', role: 'Pediatra', department: 'Pediatría', enrollmentDate: '2025-09-01', status: 'active', tier: 'Plus', dependents: 1, pendingDocs: [], formsCompleted: 3, formsTotal: 3 },
|
||||
{ id: 'mbr-002-04', name: 'Enf. Rosa Martínez', documentId: '4.567.890', email: 'rmartinez@clinicasanjose.com.py', phone: '+595 982 333-004', role: 'Enfermera Jefa', department: 'Enfermería', enrollmentDate: '2025-09-15', status: 'active', tier: 'Basic', dependents: 2, pendingDocs: [], formsCompleted: 3, formsTotal: 3 },
|
||||
{ id: 'mbr-002-05', name: 'Carlos Ruiz', documentId: '5.678.901', email: 'cruiz@clinicasanjose.com.py', phone: '+595 982 333-005', role: 'Técnico de Laboratorio', department: 'Laboratorio', enrollmentDate: '2025-10-01', status: 'active', tier: 'Basic', dependents: 0, pendingDocs: [], formsCompleted: 3, formsTotal: 3 },
|
||||
{ id: 'mbr-002-06', name: 'Gabriela Sánchez', documentId: '6.789.012', email: 'gsanchez@clinicasanjose.com.py', phone: '+595 982 333-006', role: 'Recepcionista', department: 'Atención al Paciente', enrollmentDate: '2025-09-01', status: 'active', tier: 'Basic', dependents: 1, pendingDocs: [], formsCompleted: 3, formsTotal: 3 },
|
||||
],
|
||||
|
||||
documents: [
|
||||
{ id: 'doc-002-01', name: 'Póliza Colectiva Clínica SJ 2025-2026', category: 'policy', uploadedBy: 'María Fernanda Ortiz', uploadedAt: '2025-08-28', fileSize: '3.1 MB', fileType: 'PDF', version: 1, notes: '' },
|
||||
{ id: 'doc-002-02', name: 'Contrato de Servicios', category: 'contract', uploadedBy: 'María Fernanda Ortiz', uploadedAt: '2025-08-20', fileSize: '1.4 MB', fileType: 'PDF', version: 1, notes: '' },
|
||||
{ id: 'doc-002-03', name: 'Censo Actualizado Q1 2026', category: 'census', uploadedBy: 'Laura Paredes', uploadedAt: '2026-03-28', fileSize: '420 KB', fileType: 'XLSX', version: 1, notes: 'Sin cambios respecto al período anterior' },
|
||||
],
|
||||
|
||||
billingCycles: [
|
||||
{ id: 'bill-002-01', period: 'February 2026', dueDate: '2026-02-01', status: 'paid', invoiceAmount: 3500, paidAmount: 3500, carrierRef: 'SG-2026-088-02', membersBilled: 88, membersExpected: 88, discrepancy: 0, notes: '' },
|
||||
{ id: 'bill-002-02', period: 'March 2026', dueDate: '2026-03-01', status: 'paid', invoiceAmount: 3500, paidAmount: 3500, carrierRef: 'SG-2026-088-03', membersBilled: 88, membersExpected: 88, discrepancy: 0, notes: '' },
|
||||
{ id: 'bill-002-03', period: 'April 2026', dueDate: '2026-04-01', status: 'paid', invoiceAmount: 3500, paidAmount: 3500, carrierRef: 'SG-2026-088-04', membersBilled: 88, membersExpected: 88, discrepancy: 0, notes: '' },
|
||||
],
|
||||
|
||||
serviceRequests: [
|
||||
{ id: 'sr-002-01', type: 'certificate', subject: 'Renovación de certificados anuales', status: 'resolved', priority: 'medium', assignee: 'María Fernanda Ortiz', created: '2026-02-10', updated: '2026-02-20', notes: 'Todos los certificados emitidos y entregados.' },
|
||||
{ id: 'sr-002-02', type: 'amendment', subject: 'Actualización de coberturas de maternidad', status: 'resolved', priority: 'low', assignee: 'María Fernanda Ortiz', created: '2026-01-15', updated: '2026-02-01', notes: 'Endoso emitido por carrier.' },
|
||||
],
|
||||
|
||||
recentActivity: [
|
||||
{ date: '2026-04-01', text: 'Factura de Abril pagada a tiempo', type: 'billing', actor: 'Laura Paredes' },
|
||||
{ date: '2026-03-28', text: 'Censo Q1 2026 cargado - sin cambios', type: 'document', actor: 'Laura Paredes' },
|
||||
{ date: '2026-02-20', text: 'Certificados anuales entregados', type: 'service_request', actor: 'María Fernanda Ortiz' },
|
||||
{ date: '2026-02-01', text: 'Endoso de maternidad procesado', type: 'endorsement', actor: 'Salud Global' },
|
||||
{ date: '2026-01-15', text: 'Solicitud de actualización de coberturas', type: 'service_request', actor: 'Dr. Marcelo Insfrán' },
|
||||
],
|
||||
|
||||
hasUrgentIssues: false,
|
||||
outstandingClaims: 0,
|
||||
pendingTasks: 0,
|
||||
},
|
||||
|
||||
// ── 3. ITSA Corp ──
|
||||
{
|
||||
id: 'col-003',
|
||||
name: 'ITSA Corp S.A.',
|
||||
ruc: '80056789-3',
|
||||
lob: 'Disability',
|
||||
product: 'Protección Laboral Integral',
|
||||
carrier: 'Continental Life',
|
||||
status: 'onboarding',
|
||||
|
||||
contactName: 'Ing. Andrés Caballero',
|
||||
contactEmail: 'acaballero@itsacorp.com.py',
|
||||
contactPhone: '+595 21 620-1100',
|
||||
hrContactName: 'Verónica Meza',
|
||||
hrContactEmail: 'vmeza@itsacorp.com.py',
|
||||
|
||||
effectiveDate: '2026-05-01',
|
||||
renewalDate: '2027-05-01',
|
||||
onboardingDate: '2026-03-15',
|
||||
|
||||
totalMembers: 230,
|
||||
activeMembersCount: 210,
|
||||
dependentsCount: 0,
|
||||
pendingEnrollment: 15,
|
||||
|
||||
monthlyPremium: 2625,
|
||||
annualPremium: 31500,
|
||||
commissionPct: 8,
|
||||
|
||||
agent: 'Carlos Villalba',
|
||||
|
||||
members: [
|
||||
{ id: 'mbr-003-01', name: 'Ing. Andrés Caballero', documentId: '1.111.222', email: 'acaballero@itsacorp.com.py', phone: '+595 983 444-001', role: 'CEO', department: 'Dirección', enrollmentDate: '2026-03-20', status: 'active', tier: 'Executive', dependents: 0, pendingDocs: [], formsCompleted: 5, formsTotal: 5 },
|
||||
{ id: 'mbr-003-02', name: 'Verónica Meza', documentId: '2.222.333', email: 'vmeza@itsacorp.com.py', phone: '+595 983 444-002', role: 'Gerente RRHH', department: 'RRHH', enrollmentDate: '2026-03-20', status: 'active', tier: 'Plus', dependents: 0, pendingDocs: [], formsCompleted: 5, formsTotal: 5 },
|
||||
{ id: 'mbr-003-03', name: 'Diego Portillo', documentId: '3.333.444', email: 'dportillo@itsacorp.com.py', phone: '+595 983 444-003', role: 'Operario Línea A', department: 'Producción', enrollmentDate: '2026-03-25', status: 'pending_enrollment', tier: 'Basic', dependents: 0, pendingDocs: ['Declaración de salud', 'Copia de CI', 'Formulario de inscripción'], formsCompleted: 1, formsTotal: 5 },
|
||||
{ id: 'mbr-003-04', name: 'Sandra Lezcano', documentId: '4.444.555', email: 'slezcano@itsacorp.com.py', phone: '+595 983 444-004', role: 'Supervisora de Calidad', department: 'Calidad', enrollmentDate: '2026-03-22', status: 'active', tier: 'Plus', dependents: 0, pendingDocs: [], formsCompleted: 5, formsTotal: 5 },
|
||||
{ id: 'mbr-003-05', name: 'Ramón Villasboa', documentId: '5.555.666', email: 'rvillasboa@itsacorp.com.py', phone: '+595 983 444-005', role: 'Técnico de Mantenimiento', department: 'Mantenimiento', enrollmentDate: '2026-04-01', status: 'pending_enrollment', tier: 'Basic', dependents: 0, pendingDocs: ['Declaración de salud', 'Formulario de inscripción'], formsCompleted: 2, formsTotal: 5 },
|
||||
{ id: 'mbr-003-06', name: 'Claudia Estigarribia', documentId: '6.666.777', email: 'cestigarribia@itsacorp.com.py', phone: '+595 983 444-006', role: 'Contadora', department: 'Finanzas', enrollmentDate: '2026-03-20', status: 'active', tier: 'Plus', dependents: 0, pendingDocs: [], formsCompleted: 5, formsTotal: 5 },
|
||||
{ id: 'mbr-003-07', name: 'Miguel Ayala', documentId: '7.777.888', email: 'mayala@itsacorp.com.py', phone: '+595 983 444-007', role: 'Jefe de Planta', department: 'Producción', enrollmentDate: '2026-03-20', status: 'active', tier: 'Plus', dependents: 0, pendingDocs: [], formsCompleted: 5, formsTotal: 5 },
|
||||
{ id: 'mbr-003-08', name: 'Lorena Cáceres', documentId: '8.888.999', email: 'lcaceres@itsacorp.com.py', phone: '+595 983 444-008', role: 'Asistente Administrativa', department: 'Administración', enrollmentDate: '2026-04-03', status: 'pending_docs', tier: 'Basic', dependents: 0, pendingDocs: ['Certificado de antecedentes'], formsCompleted: 4, formsTotal: 5 },
|
||||
],
|
||||
|
||||
documents: [
|
||||
{ id: 'doc-003-01', name: 'Propuesta Continental Life - Disability', category: 'contract', uploadedBy: 'Carlos Villalba', uploadedAt: '2026-03-10', fileSize: '2.8 MB', fileType: 'PDF', version: 1, notes: 'Propuesta aceptada por cliente' },
|
||||
{ id: 'doc-003-02', name: 'Censo Inicial ITSA Corp', category: 'census', uploadedBy: 'Verónica Meza', uploadedAt: '2026-03-18', fileSize: '1.2 MB', fileType: 'XLSX', version: 2, notes: 'V2 - corregidos datos de 12 empleados' },
|
||||
{ id: 'doc-003-03', name: 'Formularios de Inscripción (Lote 1)', category: 'enrollment', uploadedBy: 'Verónica Meza', uploadedAt: '2026-03-25', fileSize: '15.4 MB', fileType: 'PDF', version: 1, notes: '180 formularios escaneados' },
|
||||
{ id: 'doc-003-04', name: 'Declaraciones de Salud (Lote 1)', category: 'enrollment', uploadedBy: 'Verónica Meza', uploadedAt: '2026-03-28', fileSize: '22.1 MB', fileType: 'PDF', version: 1, notes: '175 declaraciones recibidas' },
|
||||
],
|
||||
|
||||
billingCycles: [
|
||||
{ id: 'bill-003-01', period: 'May 2026', dueDate: '2026-05-01', status: 'upcoming', invoiceAmount: 2625, paidAmount: 0, carrierRef: '', membersBilled: 0, membersExpected: 230, discrepancy: 0, notes: 'Primer ciclo de facturación' },
|
||||
{ id: 'bill-003-02', period: 'June 2026', dueDate: '2026-06-01', status: 'upcoming', invoiceAmount: 2625, paidAmount: 0, carrierRef: '', membersBilled: 0, membersExpected: 230, discrepancy: 0, notes: '' },
|
||||
{ id: 'bill-003-03', period: 'July 2026', dueDate: '2026-07-01', status: 'upcoming', invoiceAmount: 2625, paidAmount: 0, carrierRef: '', membersBilled: 0, membersExpected: 230, discrepancy: 0, notes: '' },
|
||||
],
|
||||
|
||||
serviceRequests: [
|
||||
{ id: 'sr-003-01', type: 'inclusion', subject: 'Completar inscripción de 15 empleados pendientes', status: 'in_progress', priority: 'high', assignee: 'Carlos Villalba', created: '2026-04-01', updated: '2026-04-07', notes: 'RRHH está recopilando formularios faltantes. Fecha límite: 04/15.' },
|
||||
{ id: 'sr-003-02', type: 'amendment', subject: 'Solicitud de inclusión de cobertura dental', status: 'open', priority: 'medium', assignee: 'Carlos Villalba', created: '2026-04-05', updated: '2026-04-05', notes: 'Cliente consulta costo adicional para rider dental.' },
|
||||
{ id: 'sr-003-03', type: 'certificate', subject: 'Emisión de certificados individuales - Lote inicial', status: 'pending_carrier', priority: 'medium', assignee: 'Carlos Villalba', created: '2026-03-28', updated: '2026-04-03', notes: 'Carrier procesando 210 certificados.' },
|
||||
],
|
||||
|
||||
recentActivity: [
|
||||
{ date: '2026-04-07', text: 'Seguimiento de formularios pendientes con RRHH', type: 'onboarding', actor: 'Carlos Villalba' },
|
||||
{ date: '2026-04-05', text: 'Nueva solicitud: consulta sobre rider dental', type: 'service_request', actor: 'Ing. Andrés Caballero' },
|
||||
{ date: '2026-04-03', text: 'Certificados enviados a Continental Life para emisión', type: 'service_request', actor: 'Carlos Villalba' },
|
||||
{ date: '2026-03-28', text: 'Lote 1 de declaraciones de salud cargado (175)', type: 'document', actor: 'Verónica Meza' },
|
||||
{ date: '2026-03-25', text: 'Lote 1 de formularios de inscripción cargado (180)', type: 'document', actor: 'Verónica Meza' },
|
||||
{ date: '2026-03-20', text: 'Onboarding iniciado - primeros empleados registrados', type: 'onboarding', actor: 'Carlos Villalba' },
|
||||
],
|
||||
|
||||
hasUrgentIssues: false,
|
||||
outstandingClaims: 0,
|
||||
pendingTasks: 18,
|
||||
},
|
||||
|
||||
// ── 4. Municipalidad Central ──
|
||||
{
|
||||
id: 'col-004',
|
||||
name: 'Municipalidad Central',
|
||||
ruc: '80078901-5',
|
||||
lob: 'Health',
|
||||
product: 'Salud Pública Municipal',
|
||||
carrier: 'Vida Plena',
|
||||
status: 'active',
|
||||
|
||||
contactName: 'Lic. Gustavo Ferreira',
|
||||
contactEmail: 'gferreira@muniasuncion.gov.py',
|
||||
contactPhone: '+595 21 440-5500',
|
||||
hrContactName: 'Norma Jiménez',
|
||||
hrContactEmail: 'njimenez@muniasuncion.gov.py',
|
||||
|
||||
effectiveDate: '2025-01-01',
|
||||
renewalDate: '2026-01-01',
|
||||
onboardingDate: '2024-11-15',
|
||||
|
||||
totalMembers: 640,
|
||||
activeMembersCount: 625,
|
||||
dependentsCount: 1120,
|
||||
pendingEnrollment: 8,
|
||||
|
||||
monthlyPremium: 16500,
|
||||
annualPremium: 198000,
|
||||
commissionPct: 9,
|
||||
|
||||
agent: 'Carlos Villalba',
|
||||
|
||||
members: [
|
||||
{ id: 'mbr-004-01', name: 'Lic. Gustavo Ferreira', documentId: '1.010.101', email: 'gferreira@muniasuncion.gov.py', phone: '+595 984 555-001', role: 'Secretario General', department: 'Secretaría General', enrollmentDate: '2025-01-01', status: 'active', tier: 'Executive', dependents: 4, pendingDocs: [], formsCompleted: 4, formsTotal: 4 },
|
||||
{ id: 'mbr-004-02', name: 'Norma Jiménez', documentId: '2.020.202', email: 'njimenez@muniasuncion.gov.py', phone: '+595 984 555-002', role: 'Directora de RRHH', department: 'RRHH', enrollmentDate: '2025-01-01', status: 'active', tier: 'Plus', dependents: 3, pendingDocs: [], formsCompleted: 4, formsTotal: 4 },
|
||||
{ id: 'mbr-004-03', name: 'Pedro Gauto', documentId: '3.030.303', email: 'pgauto@muniasuncion.gov.py', phone: '+595 984 555-003', role: 'Inspector de Obras', department: 'Obras Públicas', enrollmentDate: '2025-01-01', status: 'active', tier: 'Basic', dependents: 2, pendingDocs: [], formsCompleted: 4, formsTotal: 4 },
|
||||
{ id: 'mbr-004-04', name: 'María Bogado', documentId: '4.040.404', email: 'mbogado@muniasuncion.gov.py', phone: '+595 984 555-004', role: 'Asistente Social', department: 'Acción Social', enrollmentDate: '2025-02-01', status: 'active', tier: 'Basic', dependents: 1, pendingDocs: [], formsCompleted: 4, formsTotal: 4 },
|
||||
{ id: 'mbr-004-05', name: 'Juan Arce', documentId: '5.050.505', email: 'jarce@muniasuncion.gov.py', phone: '+595 984 555-005', role: 'Conductor', department: 'Transporte', enrollmentDate: '2025-01-15', status: 'active', tier: 'Basic', dependents: 3, pendingDocs: [], formsCompleted: 4, formsTotal: 4 },
|
||||
{ id: 'mbr-004-06', name: 'Blanca Ovelar', documentId: '6.060.606', email: 'bovelar@muniasuncion.gov.py', phone: '+595 984 555-006', role: 'Contadora Municipal', department: 'Finanzas', enrollmentDate: '2025-01-01', status: 'active', tier: 'Plus', dependents: 2, pendingDocs: [], formsCompleted: 4, formsTotal: 4 },
|
||||
{ id: 'mbr-004-07', name: 'Raúl Cabrera', documentId: '7.070.707', email: 'rcabrera@muniasuncion.gov.py', phone: '+595 984 555-007', role: 'Jardinero Municipal', department: 'Espacios Verdes', enrollmentDate: '2025-03-01', status: 'pending_docs', tier: 'Basic', dependents: 1, pendingDocs: ['Formulario de dependientes actualizado'], formsCompleted: 3, formsTotal: 4 },
|
||||
],
|
||||
|
||||
documents: [
|
||||
{ id: 'doc-004-01', name: 'Póliza Colectiva Municipal 2025', category: 'policy', uploadedBy: 'Carlos Villalba', uploadedAt: '2024-12-20', fileSize: '5.8 MB', fileType: 'PDF', version: 1, notes: '' },
|
||||
{ id: 'doc-004-02', name: 'Convenio Marco Municipalidad-Brokerage', category: 'contract', uploadedBy: 'Carlos Villalba', uploadedAt: '2024-11-25', fileSize: '3.2 MB', fileType: 'PDF', version: 1, notes: 'Aprobado por resolución municipal #2024-1820' },
|
||||
{ id: 'doc-004-03', name: 'Censo Febrero 2026', category: 'census', uploadedBy: 'Norma Jiménez', uploadedAt: '2026-02-28', fileSize: '2.1 MB', fileType: 'XLSX', version: 1, notes: '8 altas, 3 bajas' },
|
||||
{ id: 'doc-004-04', name: 'Endoso #5 - Ajuste Feb 2026', category: 'endorsement', uploadedBy: 'Carlos Villalba', uploadedAt: '2026-03-10', fileSize: '280 KB', fileType: 'PDF', version: 1, notes: '' },
|
||||
{ id: 'doc-004-05', name: 'Reporte Siniestralidad 2025 Anual', category: 'siniestralidad', uploadedBy: 'Vida Plena', uploadedAt: '2026-02-15', fileSize: '4.5 MB', fileType: 'PDF', version: 1, notes: 'Siniestralidad 82% - bandera amarilla' },
|
||||
{ id: 'doc-004-06', name: 'Carta de Reclamo - Diferencia Facturación', category: 'correspondence', uploadedBy: 'Blanca Ovelar', uploadedAt: '2026-03-22', fileSize: '95 KB', fileType: 'PDF', version: 1, notes: 'Reclamo formal por discrepancia en marzo' },
|
||||
{ id: 'doc-004-07', name: 'Endoso #6 - Inclusiones Mar 2026', category: 'endorsement', uploadedBy: 'Carlos Villalba', uploadedAt: '2026-04-01', fileSize: '310 KB', fileType: 'PDF', version: 1, notes: '' },
|
||||
{ id: 'doc-004-08', name: 'Censo Marzo 2026', category: 'census', uploadedBy: 'Norma Jiménez', uploadedAt: '2026-03-31', fileSize: '2.2 MB', fileType: 'XLSX', version: 1, notes: '5 altas nuevas' },
|
||||
],
|
||||
|
||||
billingCycles: [
|
||||
{ id: 'bill-004-01', period: 'January 2026', dueDate: '2026-01-10', status: 'paid', invoiceAmount: 16200, paidAmount: 16200, carrierRef: 'VP-2026-0640-01', membersBilled: 635, membersExpected: 635, discrepancy: 0, notes: '' },
|
||||
{ id: 'bill-004-02', period: 'February 2026', dueDate: '2026-02-10', status: 'paid', invoiceAmount: 16350, paidAmount: 16350, carrierRef: 'VP-2026-0640-02', membersBilled: 638, membersExpected: 638, discrepancy: 0, notes: '' },
|
||||
{ id: 'bill-004-03', period: 'March 2026', dueDate: '2026-03-10', status: 'disputed', invoiceAmount: 16700, paidAmount: 0, carrierRef: 'VP-2026-0640-03', membersBilled: 648, membersExpected: 640, discrepancy: 8, notes: 'Carrier facturó 8 miembros de más. Cliente reclama diferencia de $208.' },
|
||||
{ id: 'bill-004-04', period: 'April 2026', dueDate: '2026-04-10', status: 'overdue', invoiceAmount: 16500, paidAmount: 0, carrierRef: 'VP-2026-0640-04', membersBilled: 640, membersExpected: 640, discrepancy: 0, notes: 'Cliente retiene pago hasta resolución de disputa de Marzo.' },
|
||||
{ id: 'bill-004-05', period: 'May 2026', dueDate: '2026-05-10', status: 'upcoming', invoiceAmount: 16500, paidAmount: 0, carrierRef: '', membersBilled: 0, membersExpected: 640, discrepancy: 0, notes: '' },
|
||||
{ id: 'bill-004-06', period: 'June 2026', dueDate: '2026-06-10', status: 'upcoming', invoiceAmount: 16500, paidAmount: 0, carrierRef: '', membersBilled: 0, membersExpected: 640, discrepancy: 0, notes: '' },
|
||||
],
|
||||
|
||||
serviceRequests: [
|
||||
{ id: 'sr-004-01', type: 'billing', subject: 'Discrepancia facturación Marzo - 8 miembros de más', status: 'in_progress', priority: 'high', assignee: 'Carlos Villalba', created: '2026-03-15', updated: '2026-04-06', notes: 'Carrier reconoce error. Nota de crédito en proceso. Cliente retiene pago de Abril hasta resolución.' },
|
||||
{ id: 'sr-004-02', type: 'inclusion', subject: 'Alta de 5 nuevos empleados - Marzo 2026', status: 'resolved', priority: 'medium', assignee: 'Carlos Villalba', created: '2026-03-05', updated: '2026-03-18', notes: 'Endoso procesado. Todos los certificados emitidos.' },
|
||||
{ id: 'sr-004-03', type: 'exclusion', subject: 'Baja de 3 empleados retirados', status: 'resolved', priority: 'medium', assignee: 'Carlos Villalba', created: '2026-02-20', updated: '2026-03-01', notes: 'Bajas procesadas en endoso #5.' },
|
||||
{ id: 'sr-004-04', type: 'claim', subject: 'Reclamo hospitalización - Expediente #7810', status: 'pending_carrier', priority: 'medium', assignee: 'Carlos Villalba', created: '2026-03-20', updated: '2026-04-02', memberName: 'Pedro Gauto', notes: 'Documentación completa enviada a carrier.' },
|
||||
{ id: 'sr-004-05', type: 'amendment', subject: 'Solicitud de mejora de cobertura oftalmológica', status: 'open', priority: 'low', assignee: 'Carlos Villalba', created: '2026-04-03', updated: '2026-04-03', notes: 'Sindicato solicitó mejoras. Pendiente cotización de carrier.' },
|
||||
],
|
||||
|
||||
recentActivity: [
|
||||
{ date: '2026-04-06', text: 'Carrier confirmó nota de crédito en proceso por discrepancia Marzo', type: 'billing', actor: 'Vida Plena' },
|
||||
{ date: '2026-04-03', text: 'Sindicato solicita mejora en cobertura oftalmológica', type: 'service_request', actor: 'Norma Jiménez' },
|
||||
{ date: '2026-04-01', text: 'Endoso #6 procesado - inclusiones de Marzo', type: 'endorsement', actor: 'Carlos Villalba' },
|
||||
{ date: '2026-03-31', text: 'Censo Marzo 2026 recibido', type: 'document', actor: 'Norma Jiménez' },
|
||||
{ date: '2026-03-22', text: 'Carta formal de reclamo por diferencia en facturación', type: 'correspondence', actor: 'Blanca Ovelar' },
|
||||
{ date: '2026-03-15', text: 'Discrepancia detectada en factura de Marzo: 8 miembros de más', type: 'billing', actor: 'Carlos Villalba' },
|
||||
{ date: '2026-03-10', text: 'Endoso #5 procesado', type: 'endorsement', actor: 'Carlos Villalba' },
|
||||
{ date: '2026-02-15', text: 'Reporte de siniestralidad anual 2025 recibido - 82%', type: 'document', actor: 'Vida Plena' },
|
||||
],
|
||||
|
||||
hasUrgentIssues: false,
|
||||
outstandingClaims: 1,
|
||||
pendingTasks: 4,
|
||||
},
|
||||
|
||||
// ── 5. Grupo Agrícola del Sur ──
|
||||
{
|
||||
id: 'col-005',
|
||||
name: 'Grupo Agrícola del Sur S.A.',
|
||||
ruc: '80090123-8',
|
||||
lob: 'Life',
|
||||
product: 'Vida Grupal Protección Familiar',
|
||||
carrier: 'Seguros del Pacífico',
|
||||
status: 'renewal_due',
|
||||
|
||||
contactName: 'Ing. Agr. Héctor Bogado',
|
||||
contactEmail: 'hbogado@gagricsur.com.py',
|
||||
contactPhone: '+595 71 205-600',
|
||||
hrContactName: 'Celeste Riveros',
|
||||
hrContactEmail: 'criveros@gagricsur.com.py',
|
||||
|
||||
effectiveDate: '2025-05-01',
|
||||
renewalDate: '2026-05-01',
|
||||
onboardingDate: '2025-04-10',
|
||||
|
||||
totalMembers: 175,
|
||||
activeMembersCount: 170,
|
||||
dependentsCount: 310,
|
||||
pendingEnrollment: 0,
|
||||
|
||||
monthlyPremium: 4833,
|
||||
annualPremium: 58000,
|
||||
commissionPct: 11,
|
||||
|
||||
agent: 'María Fernanda Ortiz',
|
||||
|
||||
members: [
|
||||
{ id: 'mbr-005-01', name: 'Ing. Agr. Héctor Bogado', documentId: '1.515.151', email: 'hbogado@gagricsur.com.py', phone: '+595 985 666-001', role: 'Director General', department: 'Dirección', enrollmentDate: '2025-05-01', status: 'active', tier: 'Executive', dependents: 4, pendingDocs: [], formsCompleted: 3, formsTotal: 3 },
|
||||
{ id: 'mbr-005-02', name: 'Celeste Riveros', documentId: '2.525.252', email: 'criveros@gagricsur.com.py', phone: '+595 985 666-002', role: 'Gerente de RRHH', department: 'RRHH', enrollmentDate: '2025-05-01', status: 'active', tier: 'Plus', dependents: 2, pendingDocs: [], formsCompleted: 3, formsTotal: 3 },
|
||||
{ id: 'mbr-005-03', name: 'Tomás Aquino', documentId: '3.535.353', email: 'taquino@gagricsur.com.py', phone: '+595 985 666-003', role: 'Capataz de Campo', department: 'Operaciones de Campo', enrollmentDate: '2025-05-01', status: 'active', tier: 'Basic', dependents: 3, pendingDocs: [], formsCompleted: 3, formsTotal: 3 },
|
||||
{ id: 'mbr-005-04', name: 'Rosa Benítez', documentId: '4.545.454', email: 'rbenitez@gagricsur.com.py', phone: '+595 985 666-004', role: 'Ingeniera Agrónoma', department: 'Técnica', enrollmentDate: '2025-05-15', status: 'active', tier: 'Plus', dependents: 1, pendingDocs: [], formsCompleted: 3, formsTotal: 3 },
|
||||
{ id: 'mbr-005-05', name: 'Óscar Domínguez', documentId: '5.555.565', email: 'odominguez@gagricsur.com.py', phone: '+595 985 666-005', role: 'Chofer de Camión', department: 'Logística', enrollmentDate: '2025-06-01', status: 'active', tier: 'Basic', dependents: 2, pendingDocs: [], formsCompleted: 3, formsTotal: 3 },
|
||||
{ id: 'mbr-005-06', name: 'Luz Marina Espínola', documentId: '6.565.656', email: 'lespinola@gagricsur.com.py', phone: '+595 985 666-006', role: 'Contadora', department: 'Administración', enrollmentDate: '2025-05-01', status: 'active', tier: 'Plus', dependents: 1, pendingDocs: [], formsCompleted: 3, formsTotal: 3 },
|
||||
{ id: 'mbr-005-07', name: 'Esteban Villalba', documentId: '7.575.757', email: 'evillalba@gagricsur.com.py', phone: '+595 985 666-007', role: 'Peón Rural', department: 'Operaciones de Campo', enrollmentDate: '2025-07-01', status: 'excluded', tier: 'Basic', dependents: 0, pendingDocs: [], formsCompleted: 3, formsTotal: 3 },
|
||||
],
|
||||
|
||||
documents: [
|
||||
{ id: 'doc-005-01', name: 'Póliza Vida Grupal 2025-2026', category: 'policy', uploadedBy: 'María Fernanda Ortiz', uploadedAt: '2025-04-28', fileSize: '3.5 MB', fileType: 'PDF', version: 1, notes: '' },
|
||||
{ id: 'doc-005-02', name: 'Contrato de Intermediación', category: 'contract', uploadedBy: 'María Fernanda Ortiz', uploadedAt: '2025-04-15', fileSize: '1.6 MB', fileType: 'PDF', version: 1, notes: '' },
|
||||
{ id: 'doc-005-03', name: 'Censo Actualizado Marzo 2026', category: 'census', uploadedBy: 'Celeste Riveros', uploadedAt: '2026-03-20', fileSize: '680 KB', fileType: 'XLSX', version: 1, notes: '1 exclusión (Villalba, E.) por renuncia' },
|
||||
{ id: 'doc-005-04', name: 'Propuesta de Renovación 2026-2027', category: 'other', uploadedBy: 'María Fernanda Ortiz', uploadedAt: '2026-03-25', fileSize: '2.2 MB', fileType: 'PDF', version: 1, notes: 'Incluye 3 opciones de carrier' },
|
||||
{ id: 'doc-005-05', name: 'Siniestralidad Acumulada 2025-2026', category: 'siniestralidad', uploadedBy: 'Seguros del Pacífico', uploadedAt: '2026-03-15', fileSize: '1.8 MB', fileType: 'PDF', version: 1, notes: 'Siniestralidad al 45% - muy favorable' },
|
||||
],
|
||||
|
||||
billingCycles: [
|
||||
{ id: 'bill-005-01', period: 'February 2026', dueDate: '2026-02-15', status: 'paid', invoiceAmount: 4833, paidAmount: 4833, carrierRef: 'SP-2026-0175-02', membersBilled: 175, membersExpected: 175, discrepancy: 0, notes: '' },
|
||||
{ id: 'bill-005-02', period: 'March 2026', dueDate: '2026-03-15', status: 'paid', invoiceAmount: 4810, paidAmount: 4810, carrierRef: 'SP-2026-0175-03', membersBilled: 174, membersExpected: 174, discrepancy: 0, notes: '1 baja procesada' },
|
||||
{ id: 'bill-005-03', period: 'April 2026', dueDate: '2026-04-15', status: 'invoiced', invoiceAmount: 4810, paidAmount: 0, carrierRef: 'SP-2026-0175-04', membersBilled: 174, membersExpected: 174, discrepancy: 0, notes: '' },
|
||||
],
|
||||
|
||||
serviceRequests: [
|
||||
{ id: 'sr-005-01', type: 'claim', subject: 'Reclamo fallecimiento - Beneficiario Flia. Aquino', status: 'in_progress', priority: 'high', assignee: 'María Fernanda Ortiz', created: '2026-02-10', updated: '2026-04-01', memberName: 'Tomás Aquino', notes: 'Documentación de siniestro completa. Carrier en revisión. Monto: Gs. 350.000.000.' },
|
||||
{ id: 'sr-005-02', type: 'exclusion', subject: 'Baja por renuncia - Esteban Villalba', status: 'resolved', priority: 'low', assignee: 'María Fernanda Ortiz', created: '2026-03-01', updated: '2026-03-15', memberName: 'Esteban Villalba', notes: 'Procesado en endoso.' },
|
||||
{ id: 'sr-005-03', type: 'amendment', subject: 'Propuesta de renovación 2026-2027 - Negociación', status: 'in_progress', priority: 'high', assignee: 'María Fernanda Ortiz', created: '2026-03-25', updated: '2026-04-05', notes: 'Presentadas 3 opciones. Cliente evaluando. Reunión programada para 04/12.' },
|
||||
],
|
||||
|
||||
recentActivity: [
|
||||
{ date: '2026-04-05', text: 'Seguimiento de propuesta de renovación con cliente', type: 'renewal', actor: 'María Fernanda Ortiz' },
|
||||
{ date: '2026-04-01', text: 'Carrier actualiza estado de reclamo Flia. Aquino', type: 'claim_update', actor: 'Seguros del Pacífico' },
|
||||
{ date: '2026-03-25', text: 'Propuesta de renovación enviada al cliente (3 opciones)', type: 'renewal', actor: 'María Fernanda Ortiz' },
|
||||
{ date: '2026-03-20', text: 'Censo actualizado recibido', type: 'document', actor: 'Celeste Riveros' },
|
||||
{ date: '2026-03-15', text: 'Reporte de siniestralidad recibido - 45%', type: 'document', actor: 'Seguros del Pacífico' },
|
||||
{ date: '2026-03-01', text: 'Solicitud de baja: Esteban Villalba por renuncia', type: 'exclusion', actor: 'Celeste Riveros' },
|
||||
],
|
||||
|
||||
hasUrgentIssues: false,
|
||||
outstandingClaims: 1,
|
||||
pendingTasks: 3,
|
||||
},
|
||||
|
||||
// ── 6. Tech Solutions S.A. ──
|
||||
{
|
||||
id: 'col-006',
|
||||
name: 'Tech Solutions S.A.',
|
||||
ruc: '80101234-2',
|
||||
lob: 'Health',
|
||||
product: 'Salud Digital Premium',
|
||||
carrier: 'Integral Medical',
|
||||
status: 'active',
|
||||
|
||||
contactName: 'Lic. Pamela Giménez',
|
||||
contactEmail: 'pgimenez@techsolutions.com.py',
|
||||
contactPhone: '+595 21 730-8800',
|
||||
hrContactName: 'Rodrigo Sanabria',
|
||||
hrContactEmail: 'rsanabria@techsolutions.com.py',
|
||||
|
||||
effectiveDate: '2025-11-01',
|
||||
renewalDate: '2026-11-01',
|
||||
onboardingDate: '2025-10-15',
|
||||
|
||||
totalMembers: 62,
|
||||
activeMembersCount: 60,
|
||||
dependentsCount: 85,
|
||||
pendingEnrollment: 2,
|
||||
|
||||
monthlyPremium: 3125,
|
||||
annualPremium: 37500,
|
||||
commissionPct: 10,
|
||||
|
||||
agent: 'María Fernanda Ortiz',
|
||||
|
||||
members: [
|
||||
{ id: 'mbr-006-01', name: 'Lic. Pamela Giménez', documentId: '1.616.161', email: 'pgimenez@techsolutions.com.py', phone: '+595 986 777-001', role: 'CEO', department: 'Dirección', enrollmentDate: '2025-11-01', status: 'active', tier: 'Executive', dependents: 2, pendingDocs: [], formsCompleted: 3, formsTotal: 3 },
|
||||
{ id: 'mbr-006-02', name: 'Rodrigo Sanabria', documentId: '2.626.262', email: 'rsanabria@techsolutions.com.py', phone: '+595 986 777-002', role: 'People & Culture Lead', department: 'People', enrollmentDate: '2025-11-01', status: 'active', tier: 'Plus', dependents: 1, pendingDocs: [], formsCompleted: 3, formsTotal: 3 },
|
||||
{ id: 'mbr-006-03', name: 'Matías Recalde', documentId: '3.636.363', email: 'mrecalde@techsolutions.com.py', phone: '+595 986 777-003', role: 'CTO', department: 'Engineering', enrollmentDate: '2025-11-01', status: 'active', tier: 'Executive', dependents: 3, pendingDocs: [], formsCompleted: 3, formsTotal: 3 },
|
||||
{ id: 'mbr-006-04', name: 'Sofía Cardozo', documentId: '4.646.464', email: 'scardozo@techsolutions.com.py', phone: '+595 986 777-004', role: 'UX Designer', department: 'Design', enrollmentDate: '2025-11-15', status: 'active', tier: 'Plus', dependents: 0, pendingDocs: [], formsCompleted: 3, formsTotal: 3 },
|
||||
{ id: 'mbr-006-05', name: 'Alejandro Núñez', documentId: '5.656.565', email: 'anunez@techsolutions.com.py', phone: '+595 986 777-005', role: 'Full Stack Developer', department: 'Engineering', enrollmentDate: '2025-12-01', status: 'active', tier: 'Basic', dependents: 1, pendingDocs: [], formsCompleted: 3, formsTotal: 3 },
|
||||
{ id: 'mbr-006-06', name: 'Valeria Ocampos', documentId: '6.666.676', email: 'vocampos@techsolutions.com.py', phone: '+595 986 777-006', role: 'QA Engineer', department: 'Engineering', enrollmentDate: '2026-01-15', status: 'active', tier: 'Basic', dependents: 0, pendingDocs: [], formsCompleted: 3, formsTotal: 3 },
|
||||
{ id: 'mbr-006-07', name: 'Nicolás Franco', documentId: '7.676.767', email: 'nfranco@techsolutions.com.py', phone: '+595 986 777-007', role: 'DevOps Engineer', department: 'Engineering', enrollmentDate: '2026-03-01', status: 'pending_enrollment', tier: 'Basic', dependents: 0, pendingDocs: ['Formulario de inscripción'], formsCompleted: 2, formsTotal: 3 },
|
||||
{ id: 'mbr-006-08', name: 'Carolina Espínola', documentId: '8.686.868', email: 'cespinola@techsolutions.com.py', phone: '+595 986 777-008', role: 'Product Manager', department: 'Product', enrollmentDate: '2026-03-15', status: 'pending_enrollment', tier: 'Plus', dependents: 1, pendingDocs: ['Formulario de inscripción', 'Declaración de salud'], formsCompleted: 1, formsTotal: 3 },
|
||||
],
|
||||
|
||||
documents: [
|
||||
{ id: 'doc-006-01', name: 'Póliza Salud Digital Premium 2025-2026', category: 'policy', uploadedBy: 'María Fernanda Ortiz', uploadedAt: '2025-10-28', fileSize: '2.9 MB', fileType: 'PDF', version: 1, notes: '' },
|
||||
{ id: 'doc-006-02', name: 'Contrato de Intermediación', category: 'contract', uploadedBy: 'María Fernanda Ortiz', uploadedAt: '2025-10-20', fileSize: '1.3 MB', fileType: 'PDF', version: 1, notes: '' },
|
||||
{ id: 'doc-006-03', name: 'Censo Q1 2026', category: 'census', uploadedBy: 'Rodrigo Sanabria', uploadedAt: '2026-03-30', fileSize: '310 KB', fileType: 'XLSX', version: 1, notes: '2 nuevas altas pendientes' },
|
||||
{ id: 'doc-006-04', name: 'Endoso #2 - Inclusiones Ene 2026', category: 'endorsement', uploadedBy: 'María Fernanda Ortiz', uploadedAt: '2026-01-25', fileSize: '185 KB', fileType: 'PDF', version: 1, notes: '' },
|
||||
],
|
||||
|
||||
billingCycles: [
|
||||
{ id: 'bill-006-01', period: 'February 2026', dueDate: '2026-02-05', status: 'paid', invoiceAmount: 3050, paidAmount: 3050, carrierRef: 'IM-2026-062-02', membersBilled: 60, membersExpected: 60, discrepancy: 0, notes: '' },
|
||||
{ id: 'bill-006-02', period: 'March 2026', dueDate: '2026-03-05', status: 'paid', invoiceAmount: 3050, paidAmount: 3050, carrierRef: 'IM-2026-062-03', membersBilled: 60, membersExpected: 60, discrepancy: 0, notes: '' },
|
||||
{ id: 'bill-006-03', period: 'April 2026', dueDate: '2026-04-05', status: 'paid', invoiceAmount: 3125, paidAmount: 3125, carrierRef: 'IM-2026-062-04', membersBilled: 62, membersExpected: 62, discrepancy: 0, notes: 'Incluye 2 nuevos miembros pendientes de inscripción formal' },
|
||||
],
|
||||
|
||||
serviceRequests: [
|
||||
{ id: 'sr-006-01', type: 'inclusion', subject: 'Alta de 2 nuevos empleados - Marzo 2026', status: 'in_progress', priority: 'medium', assignee: 'María Fernanda Ortiz', created: '2026-03-10', updated: '2026-04-02', notes: 'Faltan formularios de inscripción. People & Culture dará seguimiento.' },
|
||||
{ id: 'sr-006-02', type: 'certificate', subject: 'Certificado para trámite de visa - S. Cardozo', status: 'resolved', priority: 'medium', assignee: 'María Fernanda Ortiz', created: '2026-03-18', updated: '2026-03-22', memberName: 'Sofía Cardozo', notes: 'Certificado emitido y enviado.' },
|
||||
],
|
||||
|
||||
recentActivity: [
|
||||
{ date: '2026-04-05', text: 'Factura Abril pagada a tiempo', type: 'billing', actor: 'Rodrigo Sanabria' },
|
||||
{ date: '2026-04-02', text: 'Seguimiento de formularios pendientes para nuevas altas', type: 'service_request', actor: 'María Fernanda Ortiz' },
|
||||
{ date: '2026-03-30', text: 'Censo Q1 2026 cargado', type: 'document', actor: 'Rodrigo Sanabria' },
|
||||
{ date: '2026-03-22', text: 'Certificado de visa emitido para Sofía Cardozo', type: 'service_request', actor: 'María Fernanda Ortiz' },
|
||||
{ date: '2026-03-10', text: 'Solicitud de alta para 2 nuevos empleados', type: 'inclusion', actor: 'Rodrigo Sanabria' },
|
||||
],
|
||||
|
||||
hasUrgentIssues: false,
|
||||
outstandingClaims: 0,
|
||||
pendingTasks: 2,
|
||||
},
|
||||
]
|
||||
}
|
||||
|
||||
/* ── Composable ── */
|
||||
|
||||
const KEY = 'policy-ui-colectivos-v1'
|
||||
|
||||
export function useColectivos() {
|
||||
const accounts = useLocalStorageRef<ColectivoAccount[]>(KEY, buildDefaultAccounts)
|
||||
|
||||
/* ── Lookups ── */
|
||||
|
||||
function getAccount(id: string): ColectivoAccount | undefined {
|
||||
return accounts.value.find(a => a.id === id)
|
||||
}
|
||||
|
||||
function getAccountMembers(accountId: string): ColectivoMember[] {
|
||||
return getAccount(accountId)?.members ?? []
|
||||
}
|
||||
|
||||
function getAccountServiceRequests(accountId: string): ServiceRequest[] {
|
||||
return getAccount(accountId)?.serviceRequests ?? []
|
||||
}
|
||||
|
||||
/* ── Filtered lists ── */
|
||||
|
||||
const activeAccounts = computed(() =>
|
||||
accounts.value.filter(a => a.status === 'active'),
|
||||
)
|
||||
|
||||
const onboardingAccounts = computed(() =>
|
||||
accounts.value.filter(a => a.status === 'onboarding'),
|
||||
)
|
||||
|
||||
/* ── Aggregate stats ── */
|
||||
|
||||
const totalMembers = computed(() =>
|
||||
accounts.value.reduce((sum, a) => sum + a.totalMembers, 0),
|
||||
)
|
||||
|
||||
const totalDependents = computed(() =>
|
||||
accounts.value.reduce((sum, a) => sum + a.dependentsCount, 0),
|
||||
)
|
||||
|
||||
const totalPremium = computed(() =>
|
||||
accounts.value.reduce((sum, a) => sum + a.annualPremium, 0),
|
||||
)
|
||||
|
||||
const urgentIssuesCount = computed(() =>
|
||||
accounts.value.filter(a => a.hasUrgentIssues).length,
|
||||
)
|
||||
|
||||
return {
|
||||
accounts,
|
||||
getAccount,
|
||||
getAccountMembers,
|
||||
getAccountServiceRequests,
|
||||
activeAccounts,
|
||||
onboardingAccounts,
|
||||
totalMembers,
|
||||
totalDependents,
|
||||
totalPremium,
|
||||
urgentIssuesCount,
|
||||
}
|
||||
}
|
||||
@@ -1,228 +0,0 @@
|
||||
import { computed } from 'vue'
|
||||
import { useLocalStorageRef } from '~/utils/useLocalStorageRef'
|
||||
|
||||
/* ── Types ── */
|
||||
|
||||
export type ServiceTierId = string
|
||||
|
||||
export interface ServiceTier {
|
||||
id: ServiceTierId
|
||||
name: string
|
||||
color: string
|
||||
icon: string
|
||||
description: string
|
||||
minScore: number
|
||||
benefits: string[]
|
||||
}
|
||||
|
||||
export interface AttentionRule {
|
||||
id: string
|
||||
field: 'premium' | 'policy_count' | 'commission' | 'collectivo_member' | 'multi_line' | 'tenure_years' | 'has_private_policies'
|
||||
operator: 'gte' | 'lte' | 'eq' | 'gt' | 'lt'
|
||||
value: number | boolean
|
||||
points: number
|
||||
label: string
|
||||
}
|
||||
|
||||
export interface CustomerAttentionConfig {
|
||||
tiers: ServiceTier[]
|
||||
rules: AttentionRule[]
|
||||
autoClassify: boolean
|
||||
}
|
||||
|
||||
/* ── Defaults ── */
|
||||
|
||||
function defaultTiers(): ServiceTier[] {
|
||||
return [
|
||||
{
|
||||
id: 'platinum',
|
||||
name: 'Platinum',
|
||||
color: '#7c3aed',
|
||||
icon: 'i-heroicons-star',
|
||||
description: 'VIP multi-line clients with highest lifetime value',
|
||||
minScore: 80,
|
||||
benefits: ['Priority claims handling', 'Dedicated account manager', 'Annual review', 'Renewal negotiation priority'],
|
||||
},
|
||||
{
|
||||
id: 'gold',
|
||||
name: 'Gold',
|
||||
color: '#d4a017',
|
||||
icon: 'i-heroicons-trophy',
|
||||
description: 'Established clients with strong portfolio',
|
||||
minScore: 55,
|
||||
benefits: ['Priority support', 'Proactive renewal outreach', 'Cross-sell consultation'],
|
||||
},
|
||||
{
|
||||
id: 'silver',
|
||||
name: 'Silver',
|
||||
color: '#6b7280',
|
||||
icon: 'i-heroicons-shield-check',
|
||||
description: 'Active clients with growth potential',
|
||||
minScore: 30,
|
||||
benefits: ['Standard support', 'Regular check-ins'],
|
||||
},
|
||||
{
|
||||
id: 'standard',
|
||||
name: 'Standard',
|
||||
color: '#01696f',
|
||||
icon: 'i-heroicons-user',
|
||||
description: 'All active customers',
|
||||
minScore: 0,
|
||||
benefits: ['Standard service'],
|
||||
},
|
||||
]
|
||||
}
|
||||
|
||||
function defaultRules(): AttentionRule[] {
|
||||
return [
|
||||
{ id: 'r1', field: 'premium', operator: 'gte', value: 5000, points: 25, label: 'Annual premium >= $5,000' },
|
||||
{ id: 'r2', field: 'premium', operator: 'gte', value: 10000, points: 40, label: 'Annual premium >= $10,000' },
|
||||
{ id: 'r3', field: 'policy_count', operator: 'gte', value: 3, points: 15, label: '3+ active policies' },
|
||||
{ id: 'r4', field: 'policy_count', operator: 'gte', value: 5, points: 25, label: '5+ active policies' },
|
||||
{ id: 'r5', field: 'multi_line', operator: 'gte', value: 3, points: 20, label: 'Multi-line (3+ different lines)' },
|
||||
{ id: 'r6', field: 'tenure_years', operator: 'gte', value: 3, points: 10, label: 'Client for 3+ years' },
|
||||
{ id: 'r7', field: 'tenure_years', operator: 'gte', value: 5, points: 20, label: 'Client for 5+ years' },
|
||||
{ id: 'r8', field: 'collectivo_member', operator: 'eq', value: true, points: 15, label: 'Collectivo member with private policies' },
|
||||
{ id: 'r9', field: 'commission', operator: 'gte', value: 1000, points: 10, label: 'Annual commission >= $1,000' },
|
||||
]
|
||||
}
|
||||
|
||||
function defaultConfig(): CustomerAttentionConfig {
|
||||
return {
|
||||
tiers: defaultTiers(),
|
||||
rules: defaultRules(),
|
||||
autoClassify: true,
|
||||
}
|
||||
}
|
||||
|
||||
/* ── Customer input shape ── */
|
||||
|
||||
export interface CustomerAttentionInput {
|
||||
totalPremium: number
|
||||
policyCount: number
|
||||
lineCount: number
|
||||
tenureYears: number
|
||||
isCollectivoMember: boolean
|
||||
hasPrivatePolicies: boolean
|
||||
estimatedCommission: number
|
||||
}
|
||||
|
||||
/* ── Rule evaluation ── */
|
||||
|
||||
function evaluateRule(rule: AttentionRule, customer: CustomerAttentionInput): boolean {
|
||||
let fieldValue: number | boolean
|
||||
|
||||
switch (rule.field) {
|
||||
case 'premium':
|
||||
fieldValue = customer.totalPremium
|
||||
break
|
||||
case 'policy_count':
|
||||
fieldValue = customer.policyCount
|
||||
break
|
||||
case 'commission':
|
||||
fieldValue = customer.estimatedCommission
|
||||
break
|
||||
case 'multi_line':
|
||||
fieldValue = customer.lineCount
|
||||
break
|
||||
case 'tenure_years':
|
||||
fieldValue = customer.tenureYears
|
||||
break
|
||||
case 'collectivo_member':
|
||||
// Special: collectivo member rule only matches if also has private policies
|
||||
return rule.value === true && customer.isCollectivoMember && customer.hasPrivatePolicies
|
||||
case 'has_private_policies':
|
||||
return typeof rule.value === 'boolean' ? customer.hasPrivatePolicies === rule.value : false
|
||||
default:
|
||||
return false
|
||||
}
|
||||
|
||||
if (typeof fieldValue === 'boolean' || typeof rule.value === 'boolean') return false
|
||||
|
||||
switch (rule.operator) {
|
||||
case 'gte': return (fieldValue as number) >= (rule.value as number)
|
||||
case 'gt': return (fieldValue as number) > (rule.value as number)
|
||||
case 'lte': return (fieldValue as number) <= (rule.value as number)
|
||||
case 'lt': return (fieldValue as number) < (rule.value as number)
|
||||
case 'eq': return (fieldValue as number) === (rule.value as number)
|
||||
default: return false
|
||||
}
|
||||
}
|
||||
|
||||
/* ── Composable ── */
|
||||
|
||||
export function useCustomerAttention() {
|
||||
const config = useLocalStorageRef<CustomerAttentionConfig>('policy-ui-customer-attention-v1', defaultConfig)
|
||||
|
||||
const tiers = computed(() => [...config.value.tiers].sort((a, b) => b.minScore - a.minScore))
|
||||
|
||||
const rules = computed(() => config.value.rules)
|
||||
|
||||
function getScoreForCustomer(customer: CustomerAttentionInput): number {
|
||||
let score = 0
|
||||
for (const rule of config.value.rules) {
|
||||
if (evaluateRule(rule, customer)) {
|
||||
score += rule.points
|
||||
}
|
||||
}
|
||||
return score
|
||||
}
|
||||
|
||||
function getTierForCustomer(customer: CustomerAttentionInput): ServiceTier {
|
||||
const score = getScoreForCustomer(customer)
|
||||
const sorted = [...config.value.tiers].sort((a, b) => b.minScore - a.minScore)
|
||||
for (const tier of sorted) {
|
||||
if (score >= tier.minScore) return tier
|
||||
}
|
||||
// Fallback to lowest tier
|
||||
return sorted[sorted.length - 1] ?? config.value.tiers[0]
|
||||
}
|
||||
|
||||
/* ── Tier CRUD ── */
|
||||
|
||||
function addTier(tier: ServiceTier) {
|
||||
config.value.tiers.push(tier)
|
||||
}
|
||||
|
||||
function updateTier(id: string, patch: Partial<ServiceTier>) {
|
||||
const idx = config.value.tiers.findIndex(t => t.id === id)
|
||||
if (idx !== -1) {
|
||||
config.value.tiers[idx] = { ...config.value.tiers[idx], ...patch }
|
||||
}
|
||||
}
|
||||
|
||||
function removeTier(id: string) {
|
||||
config.value.tiers = config.value.tiers.filter(t => t.id !== id)
|
||||
}
|
||||
|
||||
/* ── Rule CRUD ── */
|
||||
|
||||
function addRule(rule: AttentionRule) {
|
||||
config.value.rules.push(rule)
|
||||
}
|
||||
|
||||
function updateRule(id: string, patch: Partial<AttentionRule>) {
|
||||
const idx = config.value.rules.findIndex(r => r.id === id)
|
||||
if (idx !== -1) {
|
||||
config.value.rules[idx] = { ...config.value.rules[idx], ...patch }
|
||||
}
|
||||
}
|
||||
|
||||
function removeRule(id: string) {
|
||||
config.value.rules = config.value.rules.filter(r => r.id !== id)
|
||||
}
|
||||
|
||||
return {
|
||||
config,
|
||||
tiers,
|
||||
rules,
|
||||
getScoreForCustomer,
|
||||
getTierForCustomer,
|
||||
addTier,
|
||||
updateTier,
|
||||
removeTier,
|
||||
addRule,
|
||||
updateRule,
|
||||
removeRule,
|
||||
}
|
||||
}
|
||||
@@ -1,18 +0,0 @@
|
||||
import { emptyCustomerProfile, type CustomerProfileVault } from '~/types/customer-profile'
|
||||
import { useLocalStorageRef } from '~/utils/useLocalStorageRef'
|
||||
|
||||
const KEY = 'policy-ui-customer-profile-vault-v1'
|
||||
|
||||
export function useCustomerProfileVault() {
|
||||
const profile = useLocalStorageRef(KEY, () => emptyCustomerProfile())
|
||||
|
||||
function touch() {
|
||||
profile.value.updatedAt = new Date().toISOString()
|
||||
}
|
||||
|
||||
function reset() {
|
||||
profile.value = emptyCustomerProfile()
|
||||
}
|
||||
|
||||
return { profile, touch, reset }
|
||||
}
|
||||
@@ -1,137 +0,0 @@
|
||||
/**
|
||||
* Composable for managing customer selection in quote flows
|
||||
* Handles insured and buyer selection with validation
|
||||
*/
|
||||
export function useCustomerSelection() {
|
||||
const selectedCustomer = ref<any>(null) // Auto-generated type from useCustomer
|
||||
const useSameForBuyer = ref(true)
|
||||
const selectedBuyer = ref<any>(null)
|
||||
|
||||
/**
|
||||
* Convert customer-service customer to policy-service insured/buyer
|
||||
* Maps customer fields to policy-service structure
|
||||
*/
|
||||
const toPolicyPerson = (customer: any) => {
|
||||
if (customer.customer_type === 'corporate') {
|
||||
return {
|
||||
type: 'corporate',
|
||||
company_name: customer.legal_name,
|
||||
ruc: customer.ruc,
|
||||
legal_rep_name: customer.legal_rep_name,
|
||||
legal_rep_document: customer.legal_rep_document_id,
|
||||
email: customer.email,
|
||||
phone: customer.phone,
|
||||
address: customer.address
|
||||
}
|
||||
}
|
||||
|
||||
return {
|
||||
type: 'individual',
|
||||
name: `${customer.first_name} ${customer.last_name}`.trim(),
|
||||
date_of_birth: customer.birth_date,
|
||||
document_id: customer.document_id,
|
||||
email: customer.email,
|
||||
phone: customer.phone,
|
||||
address: customer.address
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Get insured person from selected customer
|
||||
*/
|
||||
const insured = computed(() => {
|
||||
if (!selectedCustomer.value) return null
|
||||
return toPolicyPerson(selectedCustomer.value)
|
||||
})
|
||||
|
||||
/**
|
||||
* Get buyer person (either same as insured or different)
|
||||
*/
|
||||
const buyer = computed(() => {
|
||||
if (useSameForBuyer.value) {
|
||||
return insured.value
|
||||
}
|
||||
if (!selectedBuyer.value) return null
|
||||
return toPolicyPerson(selectedBuyer.value)
|
||||
})
|
||||
|
||||
/**
|
||||
* Validate customer has required fields for policy submission
|
||||
*/
|
||||
const validateCustomer = (customer: any) => {
|
||||
const missing: string[] = []
|
||||
|
||||
if (customer.customer_type === 'corporate') {
|
||||
if (!customer.legal_name) missing.push('legal_name')
|
||||
if (!customer.ruc) missing.push('ruc')
|
||||
if (!customer.legal_rep_name) missing.push('legal_rep_name')
|
||||
if (!customer.legal_rep_document_id) missing.push('legal_rep_document_id')
|
||||
} else {
|
||||
if (!customer.first_name) missing.push('first_name')
|
||||
if (!customer.last_name) missing.push('last_name')
|
||||
if (!customer.birth_date) missing.push('birth_date')
|
||||
if (!customer.document_id) missing.push('document_id')
|
||||
}
|
||||
|
||||
return { valid: missing.length === 0, missing }
|
||||
}
|
||||
|
||||
/**
|
||||
* Check if insured is valid
|
||||
*/
|
||||
const isInsuredValid = computed(() => {
|
||||
if (!selectedCustomer.value) return false
|
||||
return validateCustomer(selectedCustomer.value).valid
|
||||
})
|
||||
|
||||
/**
|
||||
* Check if buyer is valid
|
||||
*/
|
||||
const isBuyerValid = computed(() => {
|
||||
if (useSameForBuyer.value) {
|
||||
return isInsuredValid.value
|
||||
}
|
||||
if (!selectedBuyer.value) return false
|
||||
return validateCustomer(selectedBuyer.value).valid
|
||||
})
|
||||
|
||||
/**
|
||||
* Get validation errors
|
||||
*/
|
||||
const validationErrors = computed(() => {
|
||||
const errors: { insured: string[]; buyer: string[] } = { insured: [], buyer: [] }
|
||||
|
||||
if (selectedCustomer.value) {
|
||||
const validation = validateCustomer(selectedCustomer.value)
|
||||
errors.insured = validation.missing
|
||||
}
|
||||
|
||||
if (!useSameForBuyer.value && selectedBuyer.value) {
|
||||
const validation = validateCustomer(selectedBuyer.value)
|
||||
errors.buyer = validation.missing
|
||||
}
|
||||
|
||||
return errors
|
||||
})
|
||||
|
||||
/**
|
||||
* Reset selection
|
||||
*/
|
||||
function reset() {
|
||||
selectedCustomer.value = null
|
||||
selectedBuyer.value = null
|
||||
useSameForBuyer.value = true
|
||||
}
|
||||
|
||||
return {
|
||||
selectedCustomer,
|
||||
selectedBuyer,
|
||||
useSameForBuyer,
|
||||
insured,
|
||||
buyer,
|
||||
isInsuredValid,
|
||||
isBuyerValid,
|
||||
validationErrors,
|
||||
reset
|
||||
}
|
||||
}
|
||||
@@ -1,273 +0,0 @@
|
||||
/**
|
||||
* Home dashboard widget visibility — role presets + per-widget toggles.
|
||||
* Persisted locally until per-user API exists.
|
||||
*/
|
||||
|
||||
export type DashboardWidgetId =
|
||||
| 'hero'
|
||||
| 'milestone'
|
||||
| 'performance'
|
||||
| 'tasks_alerts'
|
||||
| 'charts'
|
||||
| 'brokerage_health'
|
||||
| 'quotes_line'
|
||||
| 'notes'
|
||||
| 'calendar'
|
||||
| 'quick_leads'
|
||||
| 'sales_leads'
|
||||
| 'client_favorites'
|
||||
| 'drafts'
|
||||
|
||||
export type DashboardRolePresetId =
|
||||
| 'sales_manager'
|
||||
| 'executive_manager'
|
||||
| 'director'
|
||||
| 'financial'
|
||||
| 'admin_manager'
|
||||
| 'customer_service_manager'
|
||||
|
||||
export type DashboardWidgetMeta = {
|
||||
id: DashboardWidgetId
|
||||
label: string
|
||||
description: string
|
||||
}
|
||||
|
||||
export const DASHBOARD_WIDGETS: DashboardWidgetMeta[] = [
|
||||
{ id: 'hero', label: 'Welcome banner', description: 'Greeting, CTAs, workspace strip' },
|
||||
{ id: 'milestone', label: 'MTD milestone', description: 'Plan vs actual snapshot' },
|
||||
{ id: 'tasks_alerts', label: 'Tasks & alerts', description: 'Daily work + exceptions' },
|
||||
{ id: 'performance', label: 'Today at a glance', description: 'Headline KPIs + sparklines' },
|
||||
{ id: 'charts', label: 'Charts', description: 'GWP trend & quoted pipeline' },
|
||||
{ id: 'brokerage_health', label: 'Brokerage health', description: 'YTD / trailing book metrics' },
|
||||
{ id: 'quotes_line', label: 'Sent quotes', description: 'Sortable list of quotes sent to clients' },
|
||||
{ id: 'notes', label: 'Notes', description: 'Personal scratchpad and reminders' },
|
||||
{ id: 'calendar', label: 'Calendar', description: 'Agenda, renewals, alerts & reminders' },
|
||||
{ id: 'quick_leads', label: 'Quick leads', description: 'Recent quick leads from the last 10 days' },
|
||||
{ id: 'sales_leads', label: 'Sales leads', description: 'All leads by source — filter by channel, campaign, or API' },
|
||||
{ id: 'client_favorites', label: 'Favorite clients', description: 'Starred clients for quick access' },
|
||||
{ id: 'drafts', label: 'Drafts', description: 'Resume in-progress quotes, solicitudes & registrations' }
|
||||
]
|
||||
|
||||
const STORAGE_KEY = 'policy-ui.dashboard.widgets.v4'
|
||||
|
||||
export const DEFAULT_WIDGET_ORDER: DashboardWidgetId[] = DASHBOARD_WIDGETS.map((w) => w.id)
|
||||
|
||||
function normalizeWidgetOrder(raw: unknown): DashboardWidgetId[] {
|
||||
const base = [...DEFAULT_WIDGET_ORDER]
|
||||
if (!Array.isArray(raw)) return base
|
||||
const seen = new Set<DashboardWidgetId>()
|
||||
const out: DashboardWidgetId[] = []
|
||||
for (const x of raw) {
|
||||
if (typeof x === 'string' && base.includes(x as DashboardWidgetId) && !seen.has(x as DashboardWidgetId)) {
|
||||
const id = x as DashboardWidgetId
|
||||
seen.add(id)
|
||||
out.push(id)
|
||||
}
|
||||
}
|
||||
for (const id of base) {
|
||||
if (!seen.has(id)) out.push(id)
|
||||
}
|
||||
return out
|
||||
}
|
||||
|
||||
const ALL_ON: Record<DashboardWidgetId, boolean> = {
|
||||
hero: true,
|
||||
milestone: true,
|
||||
performance: false,
|
||||
tasks_alerts: true,
|
||||
charts: true,
|
||||
brokerage_health: true,
|
||||
quotes_line: true,
|
||||
notes: true,
|
||||
calendar: true,
|
||||
quick_leads: true,
|
||||
sales_leads: true,
|
||||
client_favorites: true,
|
||||
drafts: true
|
||||
}
|
||||
|
||||
export const DASHBOARD_ROLE_PRESETS: Record<
|
||||
DashboardRolePresetId,
|
||||
{ label: string; hint: string; widgets: Record<DashboardWidgetId, boolean> }
|
||||
> = {
|
||||
sales_manager: {
|
||||
label: 'Sales manager',
|
||||
hint: 'Pipeline, tasks, quotes — lighter book-of-business tile.',
|
||||
widgets: { ...ALL_ON, brokerage_health: false }
|
||||
},
|
||||
executive_manager: {
|
||||
label: 'Executive manager',
|
||||
hint: 'Balanced operational + book view.',
|
||||
widgets: { ...ALL_ON }
|
||||
},
|
||||
director: {
|
||||
label: 'Director',
|
||||
hint: 'Strategic KPIs & health; fewer operational tiles.',
|
||||
widgets: {
|
||||
...ALL_ON,
|
||||
tasks_alerts: false,
|
||||
quotes_line: false
|
||||
}
|
||||
},
|
||||
financial: {
|
||||
label: 'Financial',
|
||||
hint: 'Premium, AR, health metrics; fewer sales shortcuts.',
|
||||
widgets: {
|
||||
...ALL_ON,
|
||||
quotes_line: false,
|
||||
tasks_alerts: true,
|
||||
performance: false,
|
||||
brokerage_health: true,
|
||||
charts: true,
|
||||
sales_leads: false
|
||||
}
|
||||
},
|
||||
admin_manager: {
|
||||
label: 'Admin / operations',
|
||||
hint: 'Permissions, forms, and carrier setup — fewer quote shortcuts.',
|
||||
widgets: {
|
||||
...ALL_ON,
|
||||
quotes_line: false,
|
||||
charts: false,
|
||||
brokerage_health: true,
|
||||
sales_leads: false
|
||||
}
|
||||
},
|
||||
customer_service_manager: {
|
||||
label: 'Customer service manager',
|
||||
hint: 'Queues, tasks, and exceptions — lighter GWP / book tiles.',
|
||||
widgets: {
|
||||
...ALL_ON,
|
||||
charts: false,
|
||||
brokerage_health: false,
|
||||
quotes_line: false
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
/** Stable order for selects. */
|
||||
export const DASHBOARD_PRESET_ORDER: DashboardRolePresetId[] = [
|
||||
'sales_manager',
|
||||
'executive_manager',
|
||||
'director',
|
||||
'financial',
|
||||
'admin_manager',
|
||||
'customer_service_manager'
|
||||
]
|
||||
|
||||
function cloneWidgets(w: Record<DashboardWidgetId, boolean>): Record<DashboardWidgetId, boolean> {
|
||||
return { ...w }
|
||||
}
|
||||
|
||||
export function useDashboardHomeWidgets() {
|
||||
const activePreset = ref<DashboardRolePresetId>('executive_manager')
|
||||
const widgets = ref<Record<DashboardWidgetId, boolean>>(
|
||||
cloneWidgets(DASHBOARD_ROLE_PRESETS.executive_manager.widgets)
|
||||
)
|
||||
const widgetOrder = ref<DashboardWidgetId[]>([...DEFAULT_WIDGET_ORDER])
|
||||
const layoutUnlocked = ref(false)
|
||||
const hydrated = ref(false)
|
||||
|
||||
function persist() {
|
||||
if (typeof localStorage === 'undefined') return
|
||||
try {
|
||||
localStorage.setItem(
|
||||
STORAGE_KEY,
|
||||
JSON.stringify({
|
||||
preset: activePreset.value,
|
||||
widgets: widgets.value,
|
||||
widgetOrder: widgetOrder.value,
|
||||
layoutUnlocked: layoutUnlocked.value
|
||||
})
|
||||
)
|
||||
} catch {
|
||||
/* quota */
|
||||
}
|
||||
}
|
||||
|
||||
function load() {
|
||||
if (typeof localStorage === 'undefined') return
|
||||
try {
|
||||
const raw = localStorage.getItem(STORAGE_KEY)
|
||||
if (!raw) return
|
||||
const data = JSON.parse(raw) as {
|
||||
preset?: DashboardRolePresetId
|
||||
widgets?: Partial<Record<DashboardWidgetId, boolean>>
|
||||
widgetOrder?: DashboardWidgetId[]
|
||||
layoutUnlocked?: boolean
|
||||
}
|
||||
if (data.preset && DASHBOARD_ROLE_PRESETS[data.preset]) {
|
||||
activePreset.value = data.preset
|
||||
}
|
||||
if (data.widgets) {
|
||||
const merged = { ...widgets.value }
|
||||
for (const k of Object.keys(merged) as DashboardWidgetId[]) {
|
||||
if (data.widgets[k] !== undefined) merged[k] = data.widgets[k]!
|
||||
}
|
||||
widgets.value = merged
|
||||
}
|
||||
widgetOrder.value = normalizeWidgetOrder(data.widgetOrder)
|
||||
if (typeof data.layoutUnlocked === 'boolean') {
|
||||
layoutUnlocked.value = data.layoutUnlocked
|
||||
}
|
||||
} catch {
|
||||
/* ignore */
|
||||
}
|
||||
}
|
||||
|
||||
onMounted(() => {
|
||||
load()
|
||||
hydrated.value = true
|
||||
})
|
||||
|
||||
watch(
|
||||
[activePreset, widgets, widgetOrder, layoutUnlocked],
|
||||
() => {
|
||||
if (hydrated.value) persist()
|
||||
},
|
||||
{ deep: true }
|
||||
)
|
||||
|
||||
const isPresetDirty = computed(() => {
|
||||
const preset = DASHBOARD_ROLE_PRESETS[activePreset.value]
|
||||
if (!preset) return false
|
||||
return DASHBOARD_WIDGETS.some((w) => widgets.value[w.id] !== preset.widgets[w.id])
|
||||
})
|
||||
|
||||
function applyPreset(id: DashboardRolePresetId) {
|
||||
activePreset.value = id
|
||||
const p = DASHBOARD_ROLE_PRESETS[id]
|
||||
if (p) widgets.value = cloneWidgets(p.widgets)
|
||||
}
|
||||
|
||||
function setWidget(id: DashboardWidgetId, on: boolean) {
|
||||
widgets.value = { ...widgets.value, [id]: on }
|
||||
}
|
||||
|
||||
function reapplySelectedPreset() {
|
||||
applyPreset(activePreset.value)
|
||||
}
|
||||
|
||||
function reorderWidgets(fromId: DashboardWidgetId, toId: DashboardWidgetId) {
|
||||
if (fromId === toId) return
|
||||
const arr = [...widgetOrder.value]
|
||||
const fromI = arr.indexOf(fromId)
|
||||
const toI = arr.indexOf(toId)
|
||||
if (fromI === -1 || toI === -1) return
|
||||
arr.splice(fromI, 1)
|
||||
arr.splice(toI, 0, fromId)
|
||||
widgetOrder.value = arr
|
||||
}
|
||||
|
||||
return {
|
||||
widgets,
|
||||
widgetOrder,
|
||||
layoutUnlocked,
|
||||
activePreset,
|
||||
isPresetDirty,
|
||||
applyPreset,
|
||||
setWidget,
|
||||
reapplySelectedPreset,
|
||||
reorderWidgets
|
||||
}
|
||||
}
|
||||
@@ -1,52 +0,0 @@
|
||||
import { useLocalStorageRef } from '~/utils/useLocalStorageRef'
|
||||
|
||||
export type EmissionItem = {
|
||||
id: string
|
||||
createdAt: string
|
||||
customerLabel: string
|
||||
insurerSlug: string
|
||||
subRamoKey: string
|
||||
productLine: string
|
||||
status: 'pending_review' | 'approved' | 'sent_to_insurer' | 'in_force'
|
||||
bindToken?: string
|
||||
/** 'auto' = generated from quote acceptance, 'manual' = created from solicitud form */
|
||||
source?: 'auto' | 'manual'
|
||||
/** Carrier product name when auto-generated from comparative */
|
||||
carrierProduct?: string
|
||||
}
|
||||
|
||||
const KEY = 'policy-ui-emissions-queue-v1'
|
||||
|
||||
export function useEmissionsQueue() {
|
||||
const items = useLocalStorageRef<EmissionItem[]>(KEY, () => [])
|
||||
|
||||
function enqueue(
|
||||
entry: Omit<EmissionItem, 'id' | 'createdAt' | 'status'> & { status?: EmissionItem['status'] }
|
||||
) {
|
||||
const row: EmissionItem = {
|
||||
id: crypto.randomUUID?.() ?? String(Date.now()),
|
||||
createdAt: new Date().toISOString(),
|
||||
status: entry.status ?? 'pending_review',
|
||||
...entry
|
||||
}
|
||||
items.value = [row, ...items.value]
|
||||
return row
|
||||
}
|
||||
|
||||
function approve(id: string) {
|
||||
const i = items.value.find((x) => x.id === id)
|
||||
if (i) i.status = 'approved'
|
||||
}
|
||||
|
||||
function sendToInsurer(id: string) {
|
||||
const i = items.value.find((x) => x.id === id)
|
||||
if (i) i.status = 'sent_to_insurer'
|
||||
}
|
||||
|
||||
function markInForce(id: string) {
|
||||
const i = items.value.find((x) => x.id === id)
|
||||
if (i) i.status = 'in_force'
|
||||
}
|
||||
|
||||
return { items, enqueue, approve, sendToInsurer, markInForce }
|
||||
}
|
||||
@@ -1,174 +0,0 @@
|
||||
import catalogJson from '~/data/forms-catalog.json'
|
||||
import fieldGroupsJson from '~/data/form-field-groups.json'
|
||||
import type {
|
||||
FormCatalogFile,
|
||||
FormCatalogProductLine,
|
||||
FormCatalogRow,
|
||||
FormCatalogSelection
|
||||
} from '~/types/form-catalog'
|
||||
import type { FormFieldGroupDef, FormFieldGroupsFile } from '~/types/form-field-groups'
|
||||
|
||||
const catalog = catalogJson as FormCatalogFile
|
||||
const fieldGroupsFile = fieldGroupsJson as FormFieldGroupsFile
|
||||
|
||||
const PRODUCT_LINE_LABELS: Record<FormCatalogProductLine, string> = {
|
||||
life: 'Life',
|
||||
health_local: 'Health · local',
|
||||
health_international: 'Health · international',
|
||||
auto_full_coverage: 'Auto · full coverage',
|
||||
auto_dat_liability: 'Auto · DAT (liability)',
|
||||
home: 'Home',
|
||||
general_liability: 'General liability',
|
||||
any: 'Any / not specified'
|
||||
}
|
||||
|
||||
const ALL_PRODUCT_LINES: FormCatalogProductLine[] = [
|
||||
'life',
|
||||
'health_local',
|
||||
'health_international',
|
||||
'auto_full_coverage',
|
||||
'auto_dat_liability',
|
||||
'home',
|
||||
'general_liability',
|
||||
'any'
|
||||
]
|
||||
|
||||
export function productLineLabel(line: FormCatalogProductLine | null | undefined): string {
|
||||
if (line == null || line === 'any') return '—'
|
||||
return PRODUCT_LINE_LABELS[line] ?? String(line)
|
||||
}
|
||||
|
||||
function personMatches(row: FormCatalogRow, person: 'natural' | 'juridica'): boolean {
|
||||
if (row.personKinds === 'both') return true
|
||||
return row.personKinds === person
|
||||
}
|
||||
|
||||
function productLineMatches(row: FormCatalogRow, sel: FormCatalogSelection): boolean {
|
||||
const rowPl = row.productLine
|
||||
const selPl = sel.productLine
|
||||
|
||||
if (selPl === null || selPl === 'any') {
|
||||
return rowPl == null
|
||||
}
|
||||
if (rowPl == null) return true
|
||||
return rowPl === selPl
|
||||
}
|
||||
|
||||
function subRamoMatches(row: FormCatalogRow, subRamoKey: string | null): boolean {
|
||||
if (!subRamoKey) return false
|
||||
if (row.subRamoKey === 'any') return true
|
||||
return row.subRamoKey === subRamoKey
|
||||
}
|
||||
|
||||
export function filterRows(all: FormCatalogRow[], sel: FormCatalogSelection): FormCatalogRow[] {
|
||||
if (!sel.insurerSlug || !sel.subRamoKey) return []
|
||||
return all.filter((row) => {
|
||||
if (!row.insurerSlugs.includes(sel.insurerSlug!)) return false
|
||||
if (!subRamoMatches(row, sel.subRamoKey)) return false
|
||||
if (!personMatches(row, sel.personKind)) return false
|
||||
if (!productLineMatches(row, sel)) return false
|
||||
return true
|
||||
})
|
||||
}
|
||||
|
||||
export function resolveFieldGroupsForRows(
|
||||
matched: FormCatalogRow[],
|
||||
groupMap: Map<string, FormFieldGroupDef>
|
||||
): FormFieldGroupDef[] {
|
||||
const ids = new Set<string>()
|
||||
for (const r of matched) {
|
||||
for (const id of r.fieldGroupIds ?? []) ids.add(id)
|
||||
}
|
||||
return [...ids]
|
||||
.map((id) => groupMap.get(id))
|
||||
.filter((g): g is FormFieldGroupDef => g != null)
|
||||
}
|
||||
|
||||
export function buildFormMapIndex(rows: FormCatalogRow[]): Map<string, number[]> {
|
||||
const m = new Map<string, number[]>()
|
||||
for (const r of rows) {
|
||||
for (const ins of r.insurerSlugs) {
|
||||
const pl = r.productLine ?? ''
|
||||
const key = `${ins}|${r.subRamoKey}|${pl}`
|
||||
const list = m.get(key) ?? []
|
||||
list.push(r.id)
|
||||
m.set(key, list)
|
||||
}
|
||||
}
|
||||
return m
|
||||
}
|
||||
|
||||
function insurerSlugToLabel(slug: string): string {
|
||||
return slug
|
||||
.split('_')
|
||||
.map((w) => w.slice(0, 1).toUpperCase() + w.slice(1))
|
||||
.join(' ')
|
||||
}
|
||||
|
||||
function buildInsurerItems(rows: FormCatalogRow[]) {
|
||||
const set = new Set<string>()
|
||||
for (const r of rows) {
|
||||
for (const s of r.insurerSlugs) set.add(s)
|
||||
}
|
||||
return [...set]
|
||||
.sort()
|
||||
.map((value) => ({ label: insurerSlugToLabel(value), value }))
|
||||
}
|
||||
|
||||
function buildSubRamoItems(rows: FormCatalogRow[], insurerSlug: string | null) {
|
||||
if (!insurerSlug) return []
|
||||
const map = new Map<string, string>()
|
||||
for (const r of rows) {
|
||||
if (!r.insurerSlugs.includes(insurerSlug)) continue
|
||||
if (r.subRamoKey === 'any') continue
|
||||
map.set(r.subRamoKey, r.subRamoLabel)
|
||||
}
|
||||
return [...map.entries()]
|
||||
.sort((a, b) => a[1].localeCompare(b[1]))
|
||||
.map(([value, label]) => ({ label, value }))
|
||||
}
|
||||
|
||||
function productLineSelectOptions() {
|
||||
return ALL_PRODUCT_LINES.map((value) => ({
|
||||
label: PRODUCT_LINE_LABELS[value],
|
||||
value
|
||||
}))
|
||||
}
|
||||
|
||||
export function useFormsCatalog() {
|
||||
const rows = computed(() => catalog.rows)
|
||||
const version = computed(() => catalog.version)
|
||||
|
||||
const groupById = computed(() => {
|
||||
const m = new Map<string, FormFieldGroupDef>()
|
||||
for (const g of fieldGroupsFile.groups) m.set(g.id, g)
|
||||
return m
|
||||
})
|
||||
|
||||
const insurerItems = computed(() => buildInsurerItems(catalog.rows))
|
||||
|
||||
function subRamoItems(insurerSlug: string | null) {
|
||||
return buildSubRamoItems(catalog.rows, insurerSlug)
|
||||
}
|
||||
|
||||
const productLineItems = productLineSelectOptions()
|
||||
|
||||
function fieldGroupsForMatched(matched: FormCatalogRow[]) {
|
||||
return resolveFieldGroupsForRows(matched, groupById.value)
|
||||
}
|
||||
|
||||
return {
|
||||
catalog,
|
||||
rows,
|
||||
version,
|
||||
fieldGroupsVersion: computed(() => fieldGroupsFile.version),
|
||||
filterRows: (sel: FormCatalogSelection) => filterRows(catalog.rows, sel),
|
||||
fieldGroupsForMatched,
|
||||
buildFormMapIndex: () => buildFormMapIndex(catalog.rows),
|
||||
insurerItems,
|
||||
subRamoItems,
|
||||
productLineItems,
|
||||
productLineLabel,
|
||||
insurerSlugToLabel
|
||||
}
|
||||
}
|
||||
@@ -1,33 +0,0 @@
|
||||
import type { HealthQuoteDraft } from '~/types/health-quote-intake'
|
||||
|
||||
export function emptyHealthQuoteDraft(): HealthQuoteDraft {
|
||||
return {
|
||||
quoteMode: null,
|
||||
segment: null,
|
||||
client: {
|
||||
fullName: '',
|
||||
email: '',
|
||||
phone: '',
|
||||
documentId: '',
|
||||
organizationName: ''
|
||||
},
|
||||
health: {
|
||||
coverageArea: '',
|
||||
networkTier: '',
|
||||
deductible: '',
|
||||
dateOfBirth: '',
|
||||
age: '',
|
||||
preexistingConditions: false,
|
||||
preexistingDetails: ''
|
||||
},
|
||||
forms: {
|
||||
medicalQuestionnaire: false,
|
||||
beneficiaryDesignation: false,
|
||||
groupCensus: false
|
||||
},
|
||||
solicit: {
|
||||
carrierIds: [],
|
||||
planIds: []
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -1,29 +0,0 @@
|
||||
import type { LifeQuoteDraft } from '~/types/life-quote-intake'
|
||||
|
||||
export function emptyLifeQuoteDraft(): LifeQuoteDraft {
|
||||
return {
|
||||
quoteMode: null,
|
||||
segment: null,
|
||||
insured: null,
|
||||
buyer: null,
|
||||
life: {
|
||||
coverage_type: 'banking',
|
||||
coverage_amount: 0,
|
||||
coverage_years: 10,
|
||||
smoker: false,
|
||||
medications: '',
|
||||
surgeries: '',
|
||||
weight: 0,
|
||||
height: 0
|
||||
},
|
||||
forms: {
|
||||
medicalQuestionnaire: false,
|
||||
beneficiaryDesignation: false,
|
||||
groupCensus: false
|
||||
},
|
||||
solicit: {
|
||||
carrierIds: [],
|
||||
planIds: []
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -1,6 +1,7 @@
|
||||
export function usePageTitle(title: string) {
|
||||
export function usePageTitle(title: string | (() => string)) {
|
||||
const computedTitle = typeof title === 'function' ? computed(title) : ref(title)
|
||||
|
||||
useHead({
|
||||
title,
|
||||
titleTemplate: (t) => (t ? `${t} · Policy UI` : 'Policy UI')
|
||||
title: computed(() => `${computedTitle.value} · Segur-OS`)
|
||||
})
|
||||
}
|
||||
|
||||
@@ -1,12 +0,0 @@
|
||||
import type { PdfFieldMappingFile } from '~/types/pdf-field-mapping'
|
||||
import mappingsJson from '~/data/pdf-field-mappings.json'
|
||||
|
||||
const file = mappingsJson as PdfFieldMappingFile
|
||||
|
||||
export function usePdfFieldMappings() {
|
||||
function mappingForCatalogFormId(catalogFormId: number) {
|
||||
return file.mappings.find((m) => m.catalogFormId === catalogFormId) ?? null
|
||||
}
|
||||
|
||||
return { version: file.version, mappingForCatalogFormId, mappings: file.mappings }
|
||||
}
|
||||
@@ -1,67 +0,0 @@
|
||||
/**
|
||||
* Composable for policy API operations
|
||||
* Handles quote submission and acceptance
|
||||
*/
|
||||
export function usePolicyApi() {
|
||||
const { $policy } = useNuxtApp()
|
||||
const toast = useToast()
|
||||
const router = useRouter()
|
||||
|
||||
/**
|
||||
* Submit a policy quote request
|
||||
*/
|
||||
async function submitPolicyQuote(payload: {
|
||||
policy_type: 'car' | 'life' | 'fire_structure' | 'fire_contents'
|
||||
insured: any
|
||||
buyer: any
|
||||
policy_details: any
|
||||
selected_providers: Array<{ provider_id: string; email: string }>
|
||||
}) {
|
||||
try {
|
||||
const data = await $policy('/policies', {
|
||||
method: 'POST',
|
||||
body: payload
|
||||
}) as any
|
||||
|
||||
toast.add({ title: 'Quote submitted successfully', color: 'green' })
|
||||
return data
|
||||
} catch (e: any) {
|
||||
toast.add({
|
||||
title: 'Failed to submit quote',
|
||||
description: e?.data?.error ?? e.message,
|
||||
color: 'red'
|
||||
})
|
||||
throw e
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Accept a quote plan and trigger solicitation
|
||||
*/
|
||||
async function acceptQuote(applicationId: string, acceptedPlanId: string, acceptedBy: string) {
|
||||
try {
|
||||
const data = await $policy(`/policies/${applicationId}/accept`, {
|
||||
method: 'POST',
|
||||
body: {
|
||||
accepted_plan_id: acceptedPlanId,
|
||||
accepted_by: acceptedBy
|
||||
}
|
||||
}) as any
|
||||
|
||||
toast.add({ title: 'Plan accepted successfully', color: 'green' })
|
||||
return data
|
||||
} catch (e: any) {
|
||||
toast.add({
|
||||
title: 'Failed to accept plan',
|
||||
description: e?.data?.error ?? e.message,
|
||||
color: 'red'
|
||||
})
|
||||
throw e
|
||||
}
|
||||
}
|
||||
|
||||
return {
|
||||
submitPolicyQuote,
|
||||
acceptQuote
|
||||
}
|
||||
}
|
||||
@@ -1,88 +0,0 @@
|
||||
import type { Ref } from 'vue'
|
||||
import type { PolicyInstallmentRow, PolicyRegistration } from '~/types/brokerage-registration'
|
||||
import { POLICY_DRAFT_STORAGE_KEY } from '~/types/brokerage-registration'
|
||||
|
||||
export function createEmptyPolicyRegistration(): PolicyRegistration {
|
||||
return {
|
||||
mintPolicyNumber: '',
|
||||
contratanteId: '',
|
||||
ramo: '',
|
||||
subRamo: '',
|
||||
aseguradora: '',
|
||||
producto: '',
|
||||
agencia: '',
|
||||
numeroPolizaProveedor: '',
|
||||
acreedor: '',
|
||||
fechaEmision: '',
|
||||
inicioVigencia: '',
|
||||
finVigencia: '',
|
||||
comisiones: [
|
||||
{ idx: 1, agenteId: '', porcentaje: '' },
|
||||
{ idx: 2, agenteId: '', porcentaje: '' },
|
||||
{ idx: 3, agenteId: '', porcentaje: '' }
|
||||
],
|
||||
formaPago: '',
|
||||
valorAsegurado: '',
|
||||
primaBruta: '',
|
||||
impuestoPct: '6',
|
||||
primaNeta: '',
|
||||
numCuotas: 10,
|
||||
cuotas: [],
|
||||
cotizacionMintId: '',
|
||||
pdfCotizacionNombre: '',
|
||||
pdfPolizaNombre: '',
|
||||
notas: ''
|
||||
}
|
||||
}
|
||||
|
||||
export function rebuildInstallmentSchedule(p: PolicyRegistration): PolicyInstallmentRow[] {
|
||||
const n = Math.max(1, Math.min(60, Math.floor(p.numCuotas) || 1))
|
||||
const start = p.inicioVigencia ? new Date(p.inicioVigencia) : new Date()
|
||||
const base = Number.isNaN(start.getTime()) ? new Date() : start
|
||||
const per = p.primaBruta
|
||||
? (Number.parseFloat(String(p.primaBruta).replace(/[^0-9.-]/g, '')) || 0) / n
|
||||
: 0
|
||||
const rows: PolicyInstallmentRow[] = []
|
||||
for (let i = 0; i < n; i++) {
|
||||
const d = new Date(base)
|
||||
d.setMonth(d.getMonth() + i)
|
||||
rows.push({
|
||||
n: i + 1,
|
||||
fechaVencimiento: d.toISOString().slice(0, 16),
|
||||
prima: per > 0 ? per.toFixed(2) : ''
|
||||
})
|
||||
}
|
||||
return rows
|
||||
}
|
||||
|
||||
export function setFinOneYearAfterInicio(p: PolicyRegistration) {
|
||||
if (!p.inicioVigencia) return
|
||||
const d = new Date(p.inicioVigencia)
|
||||
if (Number.isNaN(d.getTime())) return
|
||||
d.setFullYear(d.getFullYear() + 1)
|
||||
p.finVigencia = d.toISOString().slice(0, 16)
|
||||
}
|
||||
|
||||
export function usePolicyDraftPersistence(form: Ref<PolicyRegistration>) {
|
||||
if (import.meta.server) return
|
||||
try {
|
||||
const raw = localStorage.getItem(POLICY_DRAFT_STORAGE_KEY)
|
||||
if (raw) {
|
||||
const parsed = JSON.parse(raw) as PolicyRegistration
|
||||
form.value = { ...createEmptyPolicyRegistration(), ...parsed, cuotas: parsed.cuotas ?? [] }
|
||||
}
|
||||
} catch {
|
||||
/* ignore */
|
||||
}
|
||||
watch(
|
||||
form,
|
||||
(v) => {
|
||||
try {
|
||||
localStorage.setItem(POLICY_DRAFT_STORAGE_KEY, JSON.stringify(v))
|
||||
} catch {
|
||||
/* ignore */
|
||||
}
|
||||
},
|
||||
{ deep: true }
|
||||
)
|
||||
}
|
||||
@@ -1,205 +0,0 @@
|
||||
import { computed } from 'vue'
|
||||
import { useLocalStorageRef } from '~/utils/useLocalStorageRef'
|
||||
|
||||
/* ── Types ── */
|
||||
|
||||
export type ProfileRole = 'sales' | 'claims' | 'renewals' | 'general_service' | 'management' | 'superadmin'
|
||||
|
||||
export interface ProfileSection {
|
||||
id: string
|
||||
label: string
|
||||
visible: boolean
|
||||
order: number
|
||||
}
|
||||
|
||||
export interface ProfileLayout {
|
||||
id: string
|
||||
role: ProfileRole | string
|
||||
name: string
|
||||
description: string
|
||||
icon: string
|
||||
sections: ProfileSection[]
|
||||
defaultTab: 'policies' | 'claims' | 'payments' | 'activity' | 'history' | 'relationships' | 'notes'
|
||||
isCustom: boolean
|
||||
}
|
||||
|
||||
/* ── Section catalog ── */
|
||||
|
||||
const ALL_SECTION_IDS = [
|
||||
'orientation',
|
||||
'kpi_strip',
|
||||
'quick_policies',
|
||||
'service_actions',
|
||||
'personal_details',
|
||||
'tabbed_content',
|
||||
'documents',
|
||||
] as const
|
||||
|
||||
const SECTION_LABELS: Record<string, string> = {
|
||||
orientation: 'Account Orientation',
|
||||
kpi_strip: 'KPI Strip',
|
||||
quick_policies: 'Quick Policies',
|
||||
service_actions: 'Service Actions',
|
||||
personal_details: 'Personal Details',
|
||||
tabbed_content: 'Tabbed Content',
|
||||
documents: 'Documents',
|
||||
}
|
||||
|
||||
function makeSections(order: string[], hidden: string[] = []): ProfileSection[] {
|
||||
return order.map((id, i) => ({
|
||||
id,
|
||||
label: SECTION_LABELS[id] ?? id,
|
||||
visible: !hidden.includes(id),
|
||||
order: i,
|
||||
}))
|
||||
}
|
||||
|
||||
/* ── Built-in layouts ── */
|
||||
|
||||
function defaultLayouts(): ProfileLayout[] {
|
||||
return [
|
||||
{
|
||||
id: 'sales',
|
||||
role: 'sales',
|
||||
name: 'Sales',
|
||||
description: 'Focus on policies, quotes, and pipeline.',
|
||||
icon: 'i-heroicons-currency-dollar',
|
||||
sections: makeSections([
|
||||
'orientation', 'quick_policies', 'kpi_strip', 'tabbed_content',
|
||||
'service_actions', 'personal_details', 'documents',
|
||||
]),
|
||||
defaultTab: 'policies',
|
||||
isCustom: false,
|
||||
},
|
||||
{
|
||||
id: 'claims',
|
||||
role: 'claims',
|
||||
name: 'Claims',
|
||||
description: 'Focus on claims and service actions.',
|
||||
icon: 'i-heroicons-shield-exclamation',
|
||||
sections: makeSections([
|
||||
'service_actions', 'orientation', 'kpi_strip', 'tabbed_content',
|
||||
'quick_policies', 'personal_details', 'documents',
|
||||
]),
|
||||
defaultTab: 'claims',
|
||||
isCustom: false,
|
||||
},
|
||||
{
|
||||
id: 'renewals',
|
||||
role: 'renewals',
|
||||
name: 'Renewals',
|
||||
description: 'Focus on upcoming events and policies.',
|
||||
icon: 'i-heroicons-arrow-path',
|
||||
sections: makeSections([
|
||||
'orientation', 'quick_policies', 'kpi_strip', 'tabbed_content',
|
||||
'service_actions', 'personal_details', 'documents',
|
||||
]),
|
||||
defaultTab: 'policies',
|
||||
isCustom: false,
|
||||
},
|
||||
{
|
||||
id: 'general_service',
|
||||
role: 'general_service',
|
||||
name: 'General Service',
|
||||
description: 'Balanced default for service representatives.',
|
||||
icon: 'i-heroicons-lifebuoy',
|
||||
sections: makeSections([
|
||||
'orientation', 'kpi_strip', 'quick_policies', 'service_actions',
|
||||
'personal_details', 'tabbed_content', 'documents',
|
||||
]),
|
||||
defaultTab: 'policies',
|
||||
isCustom: false,
|
||||
},
|
||||
{
|
||||
id: 'management',
|
||||
role: 'management',
|
||||
name: 'Management',
|
||||
description: 'KPIs first, everything visible.',
|
||||
icon: 'i-heroicons-chart-bar',
|
||||
sections: makeSections([
|
||||
'kpi_strip', 'orientation', 'service_actions', 'quick_policies',
|
||||
'tabbed_content', 'personal_details', 'documents',
|
||||
]),
|
||||
defaultTab: 'history',
|
||||
isCustom: false,
|
||||
},
|
||||
{
|
||||
id: 'superadmin',
|
||||
role: 'superadmin',
|
||||
name: 'Superadmin',
|
||||
description: 'Everything visible, history focus.',
|
||||
icon: 'i-heroicons-cog-8-tooth',
|
||||
sections: makeSections([
|
||||
'kpi_strip', 'orientation', 'service_actions', 'quick_policies',
|
||||
'tabbed_content', 'personal_details', 'documents',
|
||||
]),
|
||||
defaultTab: 'history',
|
||||
isCustom: false,
|
||||
},
|
||||
]
|
||||
}
|
||||
|
||||
const LAYOUTS_KEY = 'policy-ui-profile-layouts-v1'
|
||||
const ACTIVE_KEY = 'policy-ui-active-profile-layout-v1'
|
||||
|
||||
/* ── Composable ── */
|
||||
|
||||
export function useProfileLayouts() {
|
||||
const layouts = useLocalStorageRef<ProfileLayout[]>(LAYOUTS_KEY, defaultLayouts)
|
||||
|
||||
const activeLayoutId = useLocalStorageRef<{ id: string }>(ACTIVE_KEY, () => ({ id: 'general_service' }))
|
||||
|
||||
const activeLayout = computed<ProfileLayout>(() => {
|
||||
const found = layouts.value.find(l => l.id === activeLayoutId.value.id)
|
||||
return found ?? layouts.value[0] ?? defaultLayouts()[3] // fallback to general_service
|
||||
})
|
||||
|
||||
const sortedSections = computed<ProfileSection[]>(() =>
|
||||
[...activeLayout.value.sections]
|
||||
.filter(s => s.visible)
|
||||
.sort((a, b) => a.order - b.order)
|
||||
)
|
||||
|
||||
function setActiveLayout(id: string) {
|
||||
activeLayoutId.value = { id }
|
||||
}
|
||||
|
||||
function addCustomLayout(layout: Omit<ProfileLayout, 'isCustom'>) {
|
||||
layouts.value = [
|
||||
...layouts.value,
|
||||
{ ...layout, isCustom: true },
|
||||
]
|
||||
}
|
||||
|
||||
function updateLayout(id: string, partial: Partial<ProfileLayout>) {
|
||||
layouts.value = layouts.value.map(l =>
|
||||
l.id === id ? { ...l, ...partial } : l
|
||||
)
|
||||
}
|
||||
|
||||
function removeCustomLayout(id: string) {
|
||||
const target = layouts.value.find(l => l.id === id)
|
||||
if (!target || !target.isCustom) return
|
||||
layouts.value = layouts.value.filter(l => l.id !== id)
|
||||
if (activeLayoutId.value.id === id) {
|
||||
activeLayoutId.value = { id: 'general_service' }
|
||||
}
|
||||
}
|
||||
|
||||
function resetToDefaults() {
|
||||
layouts.value = defaultLayouts()
|
||||
activeLayoutId.value = { id: 'general_service' }
|
||||
}
|
||||
|
||||
return {
|
||||
layouts,
|
||||
activeLayoutId: computed(() => activeLayoutId.value.id),
|
||||
activeLayout,
|
||||
sortedSections,
|
||||
setActiveLayout,
|
||||
addCustomLayout,
|
||||
updateLayout,
|
||||
removeCustomLayout,
|
||||
resetToDefaults,
|
||||
}
|
||||
}
|
||||
@@ -1,26 +0,0 @@
|
||||
import {
|
||||
emptyProviderContacts,
|
||||
PROVIDER_EMAIL_ROLE_LABEL,
|
||||
PROVIDER_EMAIL_ROLE_ORDER,
|
||||
type ProviderContactEmails,
|
||||
type ProviderEmailRole
|
||||
} from '~/types/provider-contacts'
|
||||
import { useLocalStorageRef } from '~/utils/useLocalStorageRef'
|
||||
|
||||
function storageKey(providerId: string) {
|
||||
return `policy-ui-provider-contacts-v1-${providerId}`
|
||||
}
|
||||
|
||||
export function useProviderContactEmails(providerId: string) {
|
||||
const emails = useLocalStorageRef(storageKey(providerId), emptyProviderContacts)
|
||||
|
||||
function label(r: ProviderEmailRole) {
|
||||
return PROVIDER_EMAIL_ROLE_LABEL[r]
|
||||
}
|
||||
|
||||
return {
|
||||
emails,
|
||||
roles: PROVIDER_EMAIL_ROLE_ORDER,
|
||||
label
|
||||
}
|
||||
}
|
||||
@@ -1,46 +0,0 @@
|
||||
/**
|
||||
* Quick lead capture list — persisted in localStorage.
|
||||
* Used by the Quick Lead form and dashboard widget.
|
||||
*/
|
||||
import { useLocalStorageRef } from '~/utils/useLocalStorageRef'
|
||||
|
||||
export interface QuickLead {
|
||||
id: string
|
||||
name: string
|
||||
phone: string
|
||||
email: string
|
||||
product: string
|
||||
source: string
|
||||
priority: 'normal' | 'high' | 'urgent'
|
||||
note: string
|
||||
agent: string
|
||||
createdAt: string
|
||||
}
|
||||
|
||||
const KEY = 'policy-ui-quick-leads-v1'
|
||||
|
||||
export function useQuickLeads() {
|
||||
const leads = useLocalStorageRef<QuickLead[]>(KEY, () => [])
|
||||
|
||||
function addLead(entry: Omit<QuickLead, 'id' | 'createdAt'>) {
|
||||
const lead: QuickLead = {
|
||||
id: crypto.randomUUID?.() ?? String(Date.now()),
|
||||
createdAt: new Date().toISOString(),
|
||||
...entry,
|
||||
}
|
||||
leads.value = [lead, ...leads.value]
|
||||
return lead
|
||||
}
|
||||
|
||||
function removeLead(id: string) {
|
||||
leads.value = leads.value.filter((l) => l.id !== id)
|
||||
}
|
||||
|
||||
/** Leads from the last N days */
|
||||
function recentLeads(days: number) {
|
||||
const cutoff = Date.now() - days * 86_400_000
|
||||
return leads.value.filter((l) => new Date(l.createdAt).getTime() >= cutoff)
|
||||
}
|
||||
|
||||
return { leads, addLead, removeLead, recentLeads }
|
||||
}
|
||||
@@ -1,37 +0,0 @@
|
||||
const STORAGE_KEY = 'policy-ui.quote-request-email.v1'
|
||||
|
||||
/**
|
||||
* When false, quote flows record the intent locally but do not describe outbound provider emails
|
||||
* (use when rates come from in-app tables, AI, or carrier APIs instead).
|
||||
*/
|
||||
export function useQuoteRequestEmailEnabled() {
|
||||
const quoteRequestEmailEnabled = ref(true)
|
||||
|
||||
function read() {
|
||||
if (!import.meta.client) return
|
||||
try {
|
||||
const v = localStorage.getItem(STORAGE_KEY)
|
||||
if (v === '0') quoteRequestEmailEnabled.value = false
|
||||
else if (v === '1') quoteRequestEmailEnabled.value = true
|
||||
} catch {
|
||||
/* ignore */
|
||||
}
|
||||
}
|
||||
|
||||
function setQuoteRequestEmailEnabled(v: boolean) {
|
||||
quoteRequestEmailEnabled.value = v
|
||||
if (!import.meta.client) return
|
||||
try {
|
||||
localStorage.setItem(STORAGE_KEY, v ? '1' : '0')
|
||||
} catch {
|
||||
/* ignore */
|
||||
}
|
||||
}
|
||||
|
||||
onMounted(() => read())
|
||||
|
||||
return {
|
||||
quoteRequestEmailEnabled,
|
||||
setQuoteRequestEmailEnabled
|
||||
}
|
||||
}
|
||||
@@ -1,77 +0,0 @@
|
||||
import type { QuoteComparativeView } from '~/types/quote-view-model'
|
||||
import { useLocalStorageRef } from '~/utils/useLocalStorageRef'
|
||||
|
||||
const KEY = 'policy-ui-quote-session-v1'
|
||||
|
||||
function defaultView(): QuoteComparativeView {
|
||||
return {
|
||||
title: 'ANÁLISIS COMPARATIVO · VIDA UNIVERSAL',
|
||||
subtitle: 'Protección & Ahorro',
|
||||
tagline:
|
||||
'Comparativa de aseguradoras — valores garantizados y proyectados. Prima mensual fija de referencia.',
|
||||
quoteDateIso: new Date().toISOString().slice(0, 10),
|
||||
validDays: 30,
|
||||
client: {
|
||||
name: 'María Claudia Piña Ríos',
|
||||
ageYears: 30,
|
||||
gender: 'Femenino',
|
||||
smoker: false,
|
||||
riskClass: 'Estándar',
|
||||
occupation: 'Administrativo'
|
||||
},
|
||||
request: {
|
||||
sumAssuredUsd: 100_000,
|
||||
monthlyPremiumUsd: 75,
|
||||
annualPremiumUsd: 900,
|
||||
benefitTypeLabel: 'Opción B — Creciente',
|
||||
additionalCoverageLabel: 'No contratadas',
|
||||
initialDepositLabel: 'No aplica'
|
||||
},
|
||||
carriers: [
|
||||
{
|
||||
carrierName: 'ASSA COMPAÑÍA DE SEGUROS, S.A.',
|
||||
productName: 'ASSA Universal II',
|
||||
ratesLine: 'T. garantizada 3.5% · T. corriente 4.0%',
|
||||
sumAssuredUsd: 100_000,
|
||||
footnote: 'Vigente hasta edad 91',
|
||||
cells: [
|
||||
{ yearLabel: 'Año 10', ageLabel: '40', guaranteed: 8200, projected: 12400 },
|
||||
{ yearLabel: 'Año 20', ageLabel: '50', guaranteed: 15200, projected: 24100 },
|
||||
{ yearLabel: 'Año 30', ageLabel: '60', guaranteed: 21000, projected: 38900 },
|
||||
{ yearLabel: 'Edad 65', ageLabel: '65', guaranteed: 24500, projected: 36859 }
|
||||
],
|
||||
highlightProjectedUsd: 36859,
|
||||
highlightNote: 'Valor proyectado a la edad de referencia'
|
||||
},
|
||||
{
|
||||
carrierName: 'ASSA COMPAÑÍA DE SEGUROS, S.A.',
|
||||
productName: 'ASSA Vida Segura',
|
||||
ratesLine: 'T. garantizada 4.0% · T. corriente 4.0%',
|
||||
sumAssuredUsd: 100_000,
|
||||
footnote: 'Vence a los 70 años',
|
||||
cells: [
|
||||
{ yearLabel: 'Año 10', ageLabel: '40', guaranteed: 7800, projected: 11800 },
|
||||
{ yearLabel: 'Año 20', ageLabel: '50', guaranteed: 14100, projected: 22800 },
|
||||
{ yearLabel: 'Año 30', ageLabel: '60', guaranteed: 19800, projected: 35200 },
|
||||
{ yearLabel: 'Edad 65', ageLabel: '65', guaranteed: 22100, projected: 33100 }
|
||||
],
|
||||
highlightProjectedUsd: 33100,
|
||||
highlightNote: 'Revisar vigencia del producto'
|
||||
}
|
||||
],
|
||||
accumulatedPremiumsUsd: [9000, 18_000, 27_000, 31_500],
|
||||
advisorColumns: [
|
||||
'Retorno garantizado a los 65: comparar valores acumulados vs primas pagadas.',
|
||||
'Protección de largo plazo: priorizar vigencia del seguro hasta edad avanzada.',
|
||||
'Coberturas opcionales (cáncer, cardiovascular, etc.) no incluidas en esta cotización.'
|
||||
]
|
||||
}
|
||||
}
|
||||
|
||||
export function useQuoteSession() {
|
||||
const view = useLocalStorageRef(KEY, defaultView)
|
||||
function reset() {
|
||||
view.value = defaultView()
|
||||
}
|
||||
return { view, reset, defaultView }
|
||||
}
|
||||
@@ -1,67 +0,0 @@
|
||||
/**
|
||||
* Referral channel registry — persisted in localStorage.
|
||||
* Used across the app: quick leads, customer registration, reporting.
|
||||
*/
|
||||
import { useLocalStorageRef } from '~/utils/useLocalStorageRef'
|
||||
|
||||
export interface ReferralChannel {
|
||||
id: string
|
||||
name: string
|
||||
type: 'person' | 'company' | 'digital' | 'event' | 'other'
|
||||
contactName: string
|
||||
contactPhone: string
|
||||
contactEmail: string
|
||||
note: string
|
||||
active: boolean
|
||||
createdAt: string
|
||||
}
|
||||
|
||||
const KEY = 'policy-ui-referral-channels-v1'
|
||||
|
||||
const SEED_CHANNELS: ReferralChannel[] = [
|
||||
{ id: 'ref-001', name: 'Roberto Jiménez', type: 'person', contactName: 'Roberto Jiménez', contactPhone: '+506 8834-2291', contactEmail: 'rjimenez@email.com', note: 'Long-time VIP client — strong auto & life referrals', active: true, createdAt: '2024-06-10T10:00:00Z' },
|
||||
{ id: 'ref-002', name: 'Constructora Delta', type: 'company', contactName: 'Ing. Carlos Mora', contactPhone: '+506 2245-8800', contactEmail: 'cmora@delta.cr', note: 'Construction company — fleet and liability leads', active: true, createdAt: '2024-08-15T10:00:00Z' },
|
||||
{ id: 'ref-003', name: 'Instagram Ads', type: 'digital', contactName: '', contactPhone: '', contactEmail: '', note: 'Paid social campaigns — auto & health focus', active: true, createdAt: '2025-01-10T10:00:00Z' },
|
||||
{ id: 'ref-004', name: 'Google Ads', type: 'digital', contactName: '', contactPhone: '', contactEmail: '', note: 'Search campaigns — high intent leads', active: true, createdAt: '2025-01-10T10:00:00Z' },
|
||||
{ id: 'ref-005', name: 'Expo Comercio 2025', type: 'event', contactName: 'Comité Organizador', contactPhone: '+506 2222-0000', contactEmail: 'info@expocomercio.cr', note: 'Annual trade expo — collected 40+ contacts', active: false, createdAt: '2025-03-20T10:00:00Z' },
|
||||
{ id: 'ref-006', name: 'Cámara de Comercio', type: 'company', contactName: 'Patricia Arias', contactPhone: '+506 2233-5500', contactEmail: 'parias@camara.cr', note: 'Chamber of commerce partnership — corporate referrals', active: true, createdAt: '2024-11-05T10:00:00Z' },
|
||||
{ id: 'ref-007', name: 'Walk-in / Oficina', type: 'other', contactName: '', contactPhone: '', contactEmail: '', note: 'Foot traffic to main office', active: true, createdAt: '2024-01-01T10:00:00Z' },
|
||||
]
|
||||
|
||||
export function useReferralChannels() {
|
||||
const channels = useLocalStorageRef<ReferralChannel[]>(KEY, () => [])
|
||||
|
||||
// Seed on first use
|
||||
if (import.meta.client && channels.value.length === 0) {
|
||||
channels.value = [...SEED_CHANNELS]
|
||||
}
|
||||
|
||||
function addChannel(entry: Omit<ReferralChannel, 'id' | 'createdAt'>) {
|
||||
const channel: ReferralChannel = {
|
||||
id: 'ref-' + (crypto.randomUUID?.() ?? String(Date.now())).slice(0, 8),
|
||||
createdAt: new Date().toISOString(),
|
||||
...entry,
|
||||
}
|
||||
channels.value = [channel, ...channels.value]
|
||||
return channel
|
||||
}
|
||||
|
||||
function updateChannel(id: string, updates: Partial<Omit<ReferralChannel, 'id' | 'createdAt'>>) {
|
||||
channels.value = channels.value.map(c =>
|
||||
c.id === id ? { ...c, ...updates } : c
|
||||
)
|
||||
}
|
||||
|
||||
function removeChannel(id: string) {
|
||||
channels.value = channels.value.filter(c => c.id !== id)
|
||||
}
|
||||
|
||||
const activeChannels = computed(() => channels.value.filter(c => c.active))
|
||||
|
||||
/** Flat list for use in dropdowns */
|
||||
const channelOptions = computed(() =>
|
||||
activeChannels.value.map(c => ({ label: c.name, value: c.id }))
|
||||
)
|
||||
|
||||
return { channels, activeChannels, channelOptions, addChannel, updateChannel, removeChannel }
|
||||
}
|
||||
@@ -1,316 +0,0 @@
|
||||
/**
|
||||
* Sales pipeline tracker — per-deal stage + form completion tracking.
|
||||
* Persisted in localStorage. Each deal flows:
|
||||
* Customer → Get Quotes → [waiting] → Present Quotes → [waiting] → Solicitud → Emission
|
||||
*/
|
||||
import { useLocalStorageRef } from '~/utils/useLocalStorageRef'
|
||||
|
||||
export type PipelineStage =
|
||||
| 'customer'
|
||||
| 'get_quotes'
|
||||
| 'waiting_carriers'
|
||||
| 'present_quotes'
|
||||
| 'waiting_client'
|
||||
| 'solicitud'
|
||||
| 'emission'
|
||||
|
||||
export type FormStatus = 'not_started' | 'in_progress' | 'complete'
|
||||
|
||||
export interface DealForm {
|
||||
id: string
|
||||
label: string
|
||||
/** 0–100 */
|
||||
completionPct: number
|
||||
status: FormStatus
|
||||
requiredFields: number
|
||||
completedFields: number
|
||||
}
|
||||
|
||||
export interface SalesDeal {
|
||||
id: string
|
||||
customerId: string
|
||||
customerName: string
|
||||
productLine: string
|
||||
currentStage: PipelineStage
|
||||
/** Stages that have been fully completed */
|
||||
completedStages: PipelineStage[]
|
||||
/** ISO timestamps for when each stage was entered */
|
||||
stageTimestamps: Partial<Record<PipelineStage, string>>
|
||||
/** Forms assigned to this deal, keyed by stage */
|
||||
forms: Partial<Record<PipelineStage, DealForm[]>>
|
||||
/** Optional carrier info */
|
||||
carrier?: string
|
||||
carrierProduct?: string
|
||||
/** Bind token linking compare → solicitud */
|
||||
bindToken?: string
|
||||
createdAt: string
|
||||
updatedAt: string
|
||||
}
|
||||
|
||||
const KEY = 'policy-ui-sales-pipeline-v1'
|
||||
|
||||
/** Ordered stages for rendering */
|
||||
export const PIPELINE_STAGES: { id: PipelineStage; label: string; isWaiting: boolean }[] = [
|
||||
{ id: 'customer', label: 'Customer', isWaiting: false },
|
||||
{ id: 'get_quotes', label: 'Get Quotes', isWaiting: false },
|
||||
{ id: 'waiting_carriers', label: 'Awaiting Carriers', isWaiting: true },
|
||||
{ id: 'present_quotes', label: 'Present Quotes', isWaiting: false },
|
||||
{ id: 'waiting_client', label: 'Awaiting Client', isWaiting: true },
|
||||
{ id: 'solicitud', label: 'Solicitud', isWaiting: false },
|
||||
{ id: 'emission', label: 'Emission', isWaiting: false },
|
||||
]
|
||||
|
||||
function stageIndex(stage: PipelineStage): number {
|
||||
return PIPELINE_STAGES.findIndex(s => s.id === stage)
|
||||
}
|
||||
|
||||
/** Default forms per stage (seeded when deal enters a stage) */
|
||||
function defaultFormsForStage(stage: PipelineStage, productLine: string): DealForm[] {
|
||||
switch (stage) {
|
||||
case 'customer':
|
||||
return [
|
||||
{ id: 'client-info', label: 'Client information', completionPct: 0, status: 'not_started', requiredFields: 8, completedFields: 0 },
|
||||
{ id: 'kyc-docs', label: 'KYC / ID documents', completionPct: 0, status: 'not_started', requiredFields: 3, completedFields: 0 },
|
||||
]
|
||||
case 'get_quotes':
|
||||
return [
|
||||
{ id: 'quote-request', label: 'Quote request form', completionPct: 0, status: 'not_started', requiredFields: 12, completedFields: 0 },
|
||||
{ id: 'risk-details', label: `${productLine} risk details`, completionPct: 0, status: 'not_started', requiredFields: 10, completedFields: 0 },
|
||||
]
|
||||
case 'solicitud':
|
||||
return [
|
||||
{ id: 'solicitud-form', label: 'Solicitud de seguro', completionPct: 0, status: 'not_started', requiredFields: 18, completedFields: 0 },
|
||||
{ id: 'payment-auth', label: 'Payment authorization', completionPct: 0, status: 'not_started', requiredFields: 5, completedFields: 0 },
|
||||
{ id: 'beneficiaries', label: 'Beneficiary designation', completionPct: 0, status: 'not_started', requiredFields: 4, completedFields: 0 },
|
||||
]
|
||||
case 'emission':
|
||||
return [
|
||||
{ id: 'policy-review', label: 'Policy review checklist', completionPct: 0, status: 'not_started', requiredFields: 6, completedFields: 0 },
|
||||
]
|
||||
default:
|
||||
return []
|
||||
}
|
||||
}
|
||||
|
||||
/** Seed demo deals */
|
||||
const SEED_DEALS: SalesDeal[] = [
|
||||
{
|
||||
id: 'deal-001',
|
||||
customerId: 'cust-001',
|
||||
customerName: 'María Elena Pérez Solano',
|
||||
productLine: 'Auto',
|
||||
currentStage: 'waiting_carriers',
|
||||
completedStages: ['customer', 'get_quotes'],
|
||||
stageTimestamps: {
|
||||
customer: '2026-04-02T09:00:00Z',
|
||||
get_quotes: '2026-04-02T09:30:00Z',
|
||||
waiting_carriers: '2026-04-02T10:00:00Z',
|
||||
},
|
||||
forms: {
|
||||
customer: [
|
||||
{ id: 'client-info', label: 'Client information', completionPct: 100, status: 'complete', requiredFields: 8, completedFields: 8 },
|
||||
{ id: 'kyc-docs', label: 'KYC / ID documents', completionPct: 100, status: 'complete', requiredFields: 3, completedFields: 3 },
|
||||
],
|
||||
get_quotes: [
|
||||
{ id: 'quote-request', label: 'Quote request form', completionPct: 100, status: 'complete', requiredFields: 12, completedFields: 12 },
|
||||
{ id: 'risk-details', label: 'Auto risk details', completionPct: 100, status: 'complete', requiredFields: 10, completedFields: 10 },
|
||||
],
|
||||
},
|
||||
createdAt: '2026-04-02T09:00:00Z',
|
||||
updatedAt: '2026-04-02T10:00:00Z',
|
||||
},
|
||||
{
|
||||
id: 'deal-002',
|
||||
customerId: 'cust-002',
|
||||
customerName: 'Roberto Jiménez Mora',
|
||||
productLine: 'Life',
|
||||
currentStage: 'solicitud',
|
||||
completedStages: ['customer', 'get_quotes', 'waiting_carriers', 'present_quotes', 'waiting_client'],
|
||||
stageTimestamps: {
|
||||
customer: '2026-03-28T11:00:00Z',
|
||||
get_quotes: '2026-03-28T11:30:00Z',
|
||||
waiting_carriers: '2026-03-28T12:00:00Z',
|
||||
present_quotes: '2026-04-01T14:00:00Z',
|
||||
waiting_client: '2026-04-01T15:00:00Z',
|
||||
solicitud: '2026-04-03T09:00:00Z',
|
||||
},
|
||||
forms: {
|
||||
customer: [
|
||||
{ id: 'client-info', label: 'Client information', completionPct: 100, status: 'complete', requiredFields: 8, completedFields: 8 },
|
||||
{ id: 'kyc-docs', label: 'KYC / ID documents', completionPct: 100, status: 'complete', requiredFields: 3, completedFields: 3 },
|
||||
],
|
||||
get_quotes: [
|
||||
{ id: 'quote-request', label: 'Quote request form', completionPct: 100, status: 'complete', requiredFields: 12, completedFields: 12 },
|
||||
{ id: 'risk-details', label: 'Life risk details', completionPct: 100, status: 'complete', requiredFields: 10, completedFields: 10 },
|
||||
],
|
||||
solicitud: [
|
||||
{ id: 'solicitud-form', label: 'Solicitud de seguro', completionPct: 72, status: 'in_progress', requiredFields: 18, completedFields: 13 },
|
||||
{ id: 'payment-auth', label: 'Payment authorization', completionPct: 40, status: 'in_progress', requiredFields: 5, completedFields: 2 },
|
||||
{ id: 'beneficiaries', label: 'Beneficiary designation', completionPct: 0, status: 'not_started', requiredFields: 4, completedFields: 0 },
|
||||
],
|
||||
},
|
||||
carrier: 'ASSA',
|
||||
carrierProduct: 'Universal II',
|
||||
bindToken: 'bind-abc123',
|
||||
createdAt: '2026-03-28T11:00:00Z',
|
||||
updatedAt: '2026-04-03T09:00:00Z',
|
||||
},
|
||||
{
|
||||
id: 'deal-003',
|
||||
customerId: 'cust-005',
|
||||
customerName: 'Sofía Rojas Delgado',
|
||||
productLine: 'Auto',
|
||||
currentStage: 'get_quotes',
|
||||
completedStages: ['customer'],
|
||||
stageTimestamps: {
|
||||
customer: '2026-04-05T08:00:00Z',
|
||||
get_quotes: '2026-04-05T08:15:00Z',
|
||||
},
|
||||
forms: {
|
||||
customer: [
|
||||
{ id: 'client-info', label: 'Client information', completionPct: 100, status: 'complete', requiredFields: 8, completedFields: 8 },
|
||||
{ id: 'kyc-docs', label: 'KYC / ID documents', completionPct: 67, status: 'in_progress', requiredFields: 3, completedFields: 2 },
|
||||
],
|
||||
get_quotes: [
|
||||
{ id: 'quote-request', label: 'Quote request form', completionPct: 50, status: 'in_progress', requiredFields: 12, completedFields: 6 },
|
||||
{ id: 'risk-details', label: 'Auto risk details', completionPct: 0, status: 'not_started', requiredFields: 10, completedFields: 0 },
|
||||
],
|
||||
},
|
||||
createdAt: '2026-04-05T08:00:00Z',
|
||||
updatedAt: '2026-04-05T08:15:00Z',
|
||||
},
|
||||
]
|
||||
|
||||
export function useSalesPipeline() {
|
||||
const deals = useLocalStorageRef<SalesDeal[]>(KEY, () => [])
|
||||
|
||||
// Seed on first use
|
||||
if (import.meta.client && deals.value.length === 0) {
|
||||
deals.value = [...SEED_DEALS]
|
||||
}
|
||||
|
||||
/** Get a deal by ID */
|
||||
function getDeal(dealId: string) {
|
||||
return deals.value.find(d => d.id === dealId)
|
||||
}
|
||||
|
||||
/** Get deals for a specific customer */
|
||||
function getDealsForCustomer(customerId: string) {
|
||||
return deals.value.filter(d => d.customerId === customerId)
|
||||
}
|
||||
|
||||
/** Get the active (most recent non-emission) deal for a customer */
|
||||
function getActiveDeal(customerId: string) {
|
||||
return deals.value
|
||||
.filter(d => d.customerId === customerId && d.currentStage !== 'emission')
|
||||
.sort((a, b) => new Date(b.updatedAt).getTime() - new Date(a.updatedAt).getTime())[0]
|
||||
}
|
||||
|
||||
/** Create a new deal */
|
||||
function createDeal(customerId: string, customerName: string, productLine: string): SalesDeal {
|
||||
const now = new Date().toISOString()
|
||||
const deal: SalesDeal = {
|
||||
id: 'deal-' + (crypto.randomUUID?.() ?? String(Date.now())).slice(0, 8),
|
||||
customerId,
|
||||
customerName,
|
||||
productLine,
|
||||
currentStage: 'customer',
|
||||
completedStages: [],
|
||||
stageTimestamps: { customer: now },
|
||||
forms: { customer: defaultFormsForStage('customer', productLine) },
|
||||
createdAt: now,
|
||||
updatedAt: now,
|
||||
}
|
||||
deals.value = [deal, ...deals.value]
|
||||
return deal
|
||||
}
|
||||
|
||||
/** Advance deal to the next stage */
|
||||
function advanceStage(dealId: string) {
|
||||
const deal = deals.value.find(d => d.id === dealId)
|
||||
if (!deal) return
|
||||
|
||||
const currentIdx = stageIndex(deal.currentStage)
|
||||
const nextStage = PIPELINE_STAGES[currentIdx + 1]
|
||||
if (!nextStage) return
|
||||
|
||||
const now = new Date().toISOString()
|
||||
deal.completedStages = [...new Set([...deal.completedStages, deal.currentStage])]
|
||||
deal.currentStage = nextStage.id
|
||||
deal.stageTimestamps = { ...deal.stageTimestamps, [nextStage.id]: now }
|
||||
deal.updatedAt = now
|
||||
|
||||
// Seed forms for the new stage if not already present
|
||||
if (!deal.forms[nextStage.id]) {
|
||||
deal.forms = { ...deal.forms, [nextStage.id]: defaultFormsForStage(nextStage.id, deal.productLine) }
|
||||
}
|
||||
|
||||
// Trigger reactivity
|
||||
deals.value = [...deals.value]
|
||||
}
|
||||
|
||||
/** Set deal to a specific stage (e.g., when quotes arrive) */
|
||||
function setStage(dealId: string, stage: PipelineStage) {
|
||||
const deal = deals.value.find(d => d.id === dealId)
|
||||
if (!deal) return
|
||||
|
||||
const now = new Date().toISOString()
|
||||
// Mark all stages before the target as completed
|
||||
const targetIdx = stageIndex(stage)
|
||||
const completed = PIPELINE_STAGES.slice(0, targetIdx).map(s => s.id)
|
||||
deal.completedStages = [...new Set([...deal.completedStages, ...completed])]
|
||||
deal.currentStage = stage
|
||||
deal.stageTimestamps = { ...deal.stageTimestamps, [stage]: now }
|
||||
deal.updatedAt = now
|
||||
|
||||
if (!deal.forms[stage]) {
|
||||
deal.forms = { ...deal.forms, [stage]: defaultFormsForStage(stage, deal.productLine) }
|
||||
}
|
||||
|
||||
deals.value = [...deals.value]
|
||||
}
|
||||
|
||||
/** Update form completion within a deal */
|
||||
function updateFormProgress(dealId: string, stage: PipelineStage, formId: string, completedFields: number) {
|
||||
const deal = deals.value.find(d => d.id === dealId)
|
||||
if (!deal) return
|
||||
const stageForms = deal.forms[stage]
|
||||
if (!stageForms) return
|
||||
const form = stageForms.find(f => f.id === formId)
|
||||
if (!form) return
|
||||
|
||||
form.completedFields = Math.min(completedFields, form.requiredFields)
|
||||
form.completionPct = form.requiredFields > 0 ? Math.round((form.completedFields / form.requiredFields) * 100) : 100
|
||||
form.status = form.completionPct === 0 ? 'not_started' : form.completionPct === 100 ? 'complete' : 'in_progress'
|
||||
deal.updatedAt = new Date().toISOString()
|
||||
|
||||
deals.value = [...deals.value]
|
||||
}
|
||||
|
||||
/** Remove a deal */
|
||||
function removeDeal(dealId: string) {
|
||||
deals.value = deals.value.filter(d => d.id !== dealId)
|
||||
}
|
||||
|
||||
/** Computed: stage completion percentage for a deal's current stage forms */
|
||||
function stageFormProgress(deal: SalesDeal, stage: PipelineStage): number {
|
||||
const forms = deal.forms[stage]
|
||||
if (!forms || forms.length === 0) return 0
|
||||
const totalRequired = forms.reduce((s, f) => s + f.requiredFields, 0)
|
||||
const totalCompleted = forms.reduce((s, f) => s + f.completedFields, 0)
|
||||
return totalRequired > 0 ? Math.round((totalCompleted / totalRequired) * 100) : 100
|
||||
}
|
||||
|
||||
return {
|
||||
deals,
|
||||
getDeal,
|
||||
getDealsForCustomer,
|
||||
getActiveDeal,
|
||||
createDeal,
|
||||
advanceStage,
|
||||
setStage,
|
||||
updateFormProgress,
|
||||
removeDeal,
|
||||
stageFormProgress,
|
||||
}
|
||||
}
|
||||
@@ -1,23 +0,0 @@
|
||||
import { useLocalStorageRef } from '~/utils/useLocalStorageRef'
|
||||
import type { Ref } from 'vue'
|
||||
|
||||
interface SidebarFeatures {
|
||||
showWorkstations: boolean
|
||||
showAiTools: boolean
|
||||
showLeadsHub: boolean
|
||||
}
|
||||
|
||||
const KEY = 'policy-ui-sidebar-features-v1'
|
||||
|
||||
let _shared: Ref<SidebarFeatures> | null = null
|
||||
|
||||
export function useSidebarFeatures() {
|
||||
if (!_shared) {
|
||||
_shared = useLocalStorageRef<SidebarFeatures>(KEY, () => ({
|
||||
showWorkstations: false,
|
||||
showAiTools: false,
|
||||
showLeadsHub: true,
|
||||
}))
|
||||
}
|
||||
return _shared
|
||||
}
|
||||
@@ -1,21 +0,0 @@
|
||||
/**
|
||||
* Tenant-level admin (company logo, legal name, etc.).
|
||||
* Wire to real roles/claims when auth exists. Until then:
|
||||
* - localStorage `policy-ui.superadmin` = `1` | `0`
|
||||
* - in dev, defaults to true when the key is unset so the org screen is reachable
|
||||
*/
|
||||
export function useSuperAdmin() {
|
||||
const isSuperAdmin = computed(() => {
|
||||
if (!import.meta.client) return false
|
||||
try {
|
||||
const v = localStorage.getItem('policy-ui.superadmin')
|
||||
if (v === '1') return true
|
||||
if (v === '0') return false
|
||||
return import.meta.dev
|
||||
} catch {
|
||||
return false
|
||||
}
|
||||
})
|
||||
|
||||
return { isSuperAdmin }
|
||||
}
|
||||
@@ -1,184 +0,0 @@
|
||||
/**
|
||||
* Support Tickets — composable for queue state, filtering, CRUD, and mock routing.
|
||||
* Persisted in localStorage via useLocalStorageRef.
|
||||
*/
|
||||
import { useLocalStorageRef } from '~/utils/useLocalStorageRef'
|
||||
import {
|
||||
type SupportTicket,
|
||||
type SupportTicketDetail,
|
||||
type TicketMessage,
|
||||
type TicketStatus,
|
||||
type SupportChannel,
|
||||
type RoutingTier,
|
||||
type RoutedQueue,
|
||||
type RoutingRule,
|
||||
MOCK_SUPPORT_TICKETS,
|
||||
MOCK_TICKET_DETAILS,
|
||||
MOCK_ROUTING_RULES,
|
||||
} from '~/data/mock-support'
|
||||
|
||||
interface SupportState {
|
||||
tickets: SupportTicket[]
|
||||
details: Record<string, SupportTicketDetail>
|
||||
routingRules: RoutingRule[]
|
||||
}
|
||||
|
||||
function buildDefaults(): SupportState {
|
||||
return {
|
||||
tickets: [...MOCK_SUPPORT_TICKETS],
|
||||
details: { ...MOCK_TICKET_DETAILS },
|
||||
routingRules: [...MOCK_ROUTING_RULES],
|
||||
}
|
||||
}
|
||||
|
||||
export function useSupportTickets() {
|
||||
const state = useLocalStorageRef<SupportState>('policy-ui-support-tickets-v1', buildDefaults)
|
||||
|
||||
// ── Computed: filtered lists ──
|
||||
const openTickets = computed(() => state.value.tickets.filter(t => t.status === 'open'))
|
||||
const unresolvedCount = computed(() => state.value.tickets.filter(t => t.status !== 'resolved').length)
|
||||
const breachedCount = computed(() => state.value.tickets.filter(t => t.slaPercent >= 100).length)
|
||||
const unassignedCount = computed(() => state.value.tickets.filter(t => !t.assignedTo).length)
|
||||
const openPoolCount = computed(() => state.value.tickets.filter(t => t.routedQueue === 'open_pool').length)
|
||||
const inProgressCount = computed(() => state.value.tickets.filter(t => t.status === 'in_progress').length)
|
||||
|
||||
const kpis = computed(() => {
|
||||
const all = state.value.tickets
|
||||
const unresolved = all.filter(t => t.status !== 'resolved')
|
||||
const avgDaysOpen = unresolved.length
|
||||
? Math.round(unresolved.reduce((sum, t) => sum + t.daysOpen, 0) / unresolved.length)
|
||||
: 0
|
||||
return {
|
||||
total: all.length,
|
||||
open: openTickets.value.length,
|
||||
inProgress: inProgressCount.value,
|
||||
breached: breachedCount.value,
|
||||
avgDaysOpen,
|
||||
unassigned: unassignedCount.value,
|
||||
openPool: openPoolCount.value,
|
||||
}
|
||||
})
|
||||
|
||||
// ── CRUD ──
|
||||
function updateStatus(ticketId: string, status: TicketStatus) {
|
||||
const ticket = state.value.tickets.find(t => t.id === ticketId)
|
||||
if (ticket) {
|
||||
ticket.status = status
|
||||
ticket.updatedAt = new Date().toISOString().slice(0, 10)
|
||||
}
|
||||
const detail = state.value.details[ticketId]
|
||||
if (detail) {
|
||||
detail.status = status
|
||||
detail.updatedAt = new Date().toISOString().slice(0, 10)
|
||||
}
|
||||
}
|
||||
|
||||
function assignTicket(ticketId: string, agent: string) {
|
||||
const ticket = state.value.tickets.find(t => t.id === ticketId)
|
||||
if (ticket) {
|
||||
ticket.assignedTo = agent
|
||||
ticket.updatedAt = new Date().toISOString().slice(0, 10)
|
||||
}
|
||||
const detail = state.value.details[ticketId]
|
||||
if (detail) {
|
||||
detail.assignedTo = agent
|
||||
detail.updatedAt = new Date().toISOString().slice(0, 10)
|
||||
detail.messages.push({
|
||||
id: `msg-${Date.now()}`,
|
||||
type: 'system',
|
||||
direction: 'internal',
|
||||
from: 'Sistema',
|
||||
to: null,
|
||||
subject: null,
|
||||
body: `Ticket asignado a ${agent}`,
|
||||
timestamp: new Date().toISOString(),
|
||||
aiDigest: null,
|
||||
})
|
||||
}
|
||||
}
|
||||
|
||||
function addMessage(ticketId: string, message: Omit<TicketMessage, 'id' | 'timestamp'>) {
|
||||
const detail = state.value.details[ticketId]
|
||||
if (!detail) return
|
||||
const msg: TicketMessage = {
|
||||
...message,
|
||||
id: `msg-${Date.now()}`,
|
||||
timestamp: new Date().toISOString(),
|
||||
}
|
||||
detail.messages.push(msg)
|
||||
detail.messageCount = detail.messages.length
|
||||
detail.updatedAt = new Date().toISOString().slice(0, 10)
|
||||
detail.lastMessagePreview = msg.body.slice(0, 80)
|
||||
|
||||
// sync summary ticket
|
||||
const ticket = state.value.tickets.find(t => t.id === ticketId)
|
||||
if (ticket) {
|
||||
ticket.messageCount = detail.messageCount
|
||||
ticket.updatedAt = detail.updatedAt
|
||||
ticket.lastMessagePreview = detail.lastMessagePreview
|
||||
}
|
||||
}
|
||||
|
||||
// ── Mock Routing ──
|
||||
const routingKeywords: Record<RoutedQueue, string[]> = {
|
||||
collections: ['pago', 'factura', 'cobro', 'recibo', 'transferencia', 'mora'],
|
||||
claims: ['siniestro', 'accidente', 'robo', 'daño', 'choque', 'grúa', 'colisión'],
|
||||
sales: ['cotización', 'seguro nuevo', 'precio', 'cuánto sale', 'cobertura'],
|
||||
renewals: ['renovación', 'vencimiento', 'prórroga', 'vigencia'],
|
||||
operations: ['endoso', 'certificado', 'modificar', 'cambio de beneficiario'],
|
||||
open_pool: [],
|
||||
}
|
||||
|
||||
function simulateRouting(channel: SupportChannel, body: string): { tier: RoutingTier; queue: RoutedQueue; confidence: number } {
|
||||
const lower = body.toLowerCase()
|
||||
|
||||
// Tier 2: keyword matching
|
||||
for (const [queue, keywords] of Object.entries(routingKeywords) as [RoutedQueue, string[]][]) {
|
||||
if (!keywords.length) continue
|
||||
const matched = keywords.filter(kw => lower.includes(kw))
|
||||
if (matched.length > 0) {
|
||||
const confidence = Math.min(0.95, 0.6 + matched.length * 0.1)
|
||||
return { tier: 'tier2_rule', queue, confidence }
|
||||
}
|
||||
}
|
||||
|
||||
// Tier 3: no match → open pool
|
||||
return { tier: 'tier3_open', queue: 'open_pool', confidence: 0.3 }
|
||||
}
|
||||
|
||||
// ── Routing Rules CRUD ──
|
||||
function toggleRule(ruleId: string) {
|
||||
const rule = state.value.routingRules.find(r => r.id === ruleId)
|
||||
if (rule) rule.enabled = !rule.enabled
|
||||
}
|
||||
|
||||
function updateRule(ruleId: string, updates: Partial<RoutingRule>) {
|
||||
const rule = state.value.routingRules.find(r => r.id === ruleId)
|
||||
if (rule) Object.assign(rule, updates)
|
||||
}
|
||||
|
||||
function getDetail(ticketId: string): SupportTicketDetail | undefined {
|
||||
return state.value.details[ticketId]
|
||||
}
|
||||
|
||||
return {
|
||||
state,
|
||||
// computed
|
||||
openTickets,
|
||||
unresolvedCount,
|
||||
breachedCount,
|
||||
unassignedCount,
|
||||
openPoolCount,
|
||||
inProgressCount,
|
||||
kpis,
|
||||
// CRUD
|
||||
updateStatus,
|
||||
assignTicket,
|
||||
addMessage,
|
||||
getDetail,
|
||||
// routing
|
||||
simulateRouting,
|
||||
toggleRule,
|
||||
updateRule,
|
||||
}
|
||||
}
|
||||
@@ -1,25 +0,0 @@
|
||||
import type { WelcomeDashboardConfig } from '~/types/welcome-dashboard'
|
||||
|
||||
/**
|
||||
* Home / welcome dashboard content. Reads `app.config` first; later merge runtime config or APIs.
|
||||
* Brokerage company name from Settings → Personalization overrides `productName` when set.
|
||||
*/
|
||||
export function useWelcomeDashboard(): ComputedRef<WelcomeDashboardConfig> {
|
||||
const app = useAppConfig()
|
||||
const { saved: branding } = useBrokerageBranding()
|
||||
|
||||
return computed((): WelcomeDashboardConfig => {
|
||||
const base = (app.welcomeDashboard ?? {}) as Partial<WelcomeDashboardConfig>
|
||||
const fromBranding = branding.value.companyName?.trim()
|
||||
return {
|
||||
greetingName: base.greetingName ?? 'User',
|
||||
productName: fromBranding || base.productName || 'Segur-OS Beta',
|
||||
subtitle: base.subtitle ?? '',
|
||||
dailyTasks: base.dailyTasks ?? [],
|
||||
alerts: base.alerts ?? [],
|
||||
performanceKpis: base.performanceKpis ?? [],
|
||||
ceoKpis: base.ceoKpis ?? [],
|
||||
quickLinks: base.quickLinks ?? []
|
||||
}
|
||||
})
|
||||
}
|
||||
Reference in New Issue
Block a user