Files
policy-ui/app/components/quotes/life/SetupStep.vue
HaimKortovich 6c411ce2b6 Update life quotes to use new policy API structure
- Update life quote types to use insured/buyer instead of client
- Update life fields: add coverage_type, coverage_amount, coverage_years, smoker, medications, surgeries, weight, height
- Remove deprecated fields: dateOfBirth, age, gender, preexistingConditions, preexistingDetails, beneficiaryName, beneficiaryRelationship
- Update life quote SetupStep component to use customer selection
- Add Insured and Buyer sections with customer search and selection
- Add health questionnaire with smoker, medications, surgeries, weight, height fields
- Add coverage_type field (banking | protection)
- Update life quote page to use new composables and API structure
- Update validation to use insured/buyer validation
- Update submission to use policy API with new structure
2026-04-27 15:03:43 -05:00

370 lines
14 KiB
Vue

<script setup lang="ts">
import {
LIFE_COVERAGE_AMOUNT_OPTIONS,
LIFE_COVERAGE_TERM_OPTIONS
} from '~/data/life-quote-intake'
import type { LifeQuoteDraft, LifeQuoteMode, LifeQuoteSegment } from '~/types/life-quote-intake'
import { useCustomerSelection } from '~/composables/useCustomerSelection'
const props = defineProps<{
draft: LifeQuoteDraft
modeCards: { id: LifeQuoteMode; title: string; hint: string; icon: string }[]
segmentCards: { id: LifeQuoteSegment; title: string; hint: string; icon: string }[]
}>()
function setMode(m: LifeQuoteMode) {
props.draft.quoteMode = m
}
function setSegment(s: LifeQuoteSegment) {
props.draft.segment = s
}
const inputPh =
'w-full placeholder:text-[var(--text-muted)] placeholder:opacity-[0.55] text-[var(--text-primary)]'
const showOrganization = computed(
() => props.draft.segment === 'corporate_keyman' || props.draft.segment === 'group'
)
// Use customer selection composable
const {
selectedCustomer,
selectedBuyer,
useSameForBuyer,
insured,
buyer,
isInsuredValid,
isBuyerValid,
validationErrors
} = useCustomerSelection()
// Customer selection
const customerSearch = ref('')
const debouncedCustomerSearch = refDebounced(customerSearch, 300)
const customerPage = ref(1)
const { data: customersData, pending: customersPending } = useCustomer('/customers', {
query: computed(() => ({
'page[number]': customerPage.value,
'page[size]': 12,
...(debouncedCustomerSearch.value && {
'filters[0][field]': 'search',
'filters[0][op]': '==',
'filters[0][value]': debouncedCustomerSearch.value
})
}))
})
watch(debouncedCustomerSearch, () => { customerPage.value = 1 })
const customerItems = computed(() => customersData.value?.data ?? [])
function selectCustomer(customer: any) {
selectedCustomer.value = customer
}
function selectBuyer(customer: any) {
selectedBuyer.value = customer
}
const customerDisplayName = (c: any) =>
c.customer_type === 'corporate'
? (c.commercial_name || c.legal_name)
: `${c.first_name} ${c.last_name}`
const customerSubtitle = (c: any) =>
c.customer_type === 'corporate' ? c.ruc : c.email
const showDetails = ref(false)
onMounted(() => {
requestAnimationFrame(() => {
showDetails.value = true
})
})
</script>
<template>
<div class="space-y-10">
<section class="space-y-4">
<div>
<h3 class="text-base font-semibold text-[var(--text-primary)]">How can I help?</h3>
<p class="mt-1 text-sm text-[var(--text-muted)]">Single quote or comparative PDF same steps; comparative opens the comparison sheet after acceptance.</p>
</div>
<div class="grid gap-3 sm:grid-cols-2">
<button
v-for="card in modeCards"
:key="card.id"
type="button"
class="group rounded-xl border p-5 text-left transition focus:outline-none focus-visible:ring-2 focus-visible:ring-[var(--brand)]"
:class="
draft.quoteMode === card.id
? 'border-[var(--brand)] bg-[var(--brand-soft)] ring-1 ring-[var(--brand)]/30'
: 'border-[var(--sidebar-border)] bg-[var(--surface)] hover:border-[var(--brand)]/40'
"
@click="setMode(card.id)"
>
<div class="flex items-start gap-3">
<div class="flex h-10 w-10 shrink-0 items-center justify-center rounded-lg bg-[var(--brand-faint)] text-[var(--brand)]">
<UIcon :name="card.icon" class="h-5 w-5" />
</div>
<div class="min-w-0">
<p class="font-semibold text-[var(--text-primary)]">{{ card.title }}</p>
<p class="mt-1 text-sm text-[var(--text-muted)]">{{ card.hint }}</p>
</div>
</div>
</button>
</div>
</section>
<section class="space-y-4 border-t border-[var(--sidebar-border)] pt-10">
<div>
<h3 class="text-base font-semibold text-[var(--text-primary)]">Policy type</h3>
<p class="mt-1 text-sm text-[var(--text-muted)]">Individual, corporate / key person, or group policy.</p>
</div>
<div class="grid gap-3 sm:grid-cols-3">
<button
v-for="card in segmentCards"
:key="card.id"
type="button"
class="rounded-xl border p-4 text-left transition focus:outline-none focus-visible:ring-2 focus-visible:ring-[var(--brand)]"
:class="
draft.segment === card.id
? 'border-[var(--brand)] bg-[var(--brand-soft)] ring-1 ring-[var(--brand)]/30'
: 'border-[var(--sidebar-border)] bg-[var(--surface)] hover:border-[var(--brand)]/40'
"
@click="setSegment(card.id)"
>
<UIcon :name="card.icon" class="h-7 w-7 text-[var(--brand)]" />
<p class="mt-2 font-semibold text-[var(--text-primary)]">{{ card.title }}</p>
<p class="mt-0.5 text-xs text-[var(--text-muted)]">{{ card.hint }}</p>
</button>
</div>
</section>
<section v-if="showDetails" class="border-t border-[var(--sidebar-border)] pt-10">
<!-- Insured Section -->
<h3 class="text-base font-semibold text-[var(--text-primary)]">Insured</h3>
<p class="mt-1 text-sm text-[var(--text-muted)]">Person or entity being insured we'll use this for carrier notifications.</p>
<div v-if="!selectedCustomer" class="mt-5">
<UInput
v-model="customerSearch"
icon="i-heroicons-magnifying-glass"
placeholder="Search by name, email, RUC..."
class="w-full max-w-sm mb-4"
/>
<div v-if="customersPending" class="grid grid-cols-1 md:grid-cols-3 gap-3">
<div v-for="n in 3" :key="n" class="h-16 animate-pulse bg-gray-100 rounded-lg" />
</div>
<div v-else class="space-y-3 max-h-72 overflow-y-auto">
<div
v-for="c in customerItems"
:key="c.id"
class="flex items-center gap-3 p-3 border-2 rounded-lg cursor-pointer transition-all"
:class="selectedCustomer?.id === c.id
? 'border-primary-500 bg-primary-50'
: 'border-gray-200 hover:border-gray-300 bg-white'"
@click="selectCustomer(c)"
>
<UAvatar :alt="customerDisplayName(c)" size="sm" />
<div class="min-w-0 flex-1">
<div class="flex items-center gap-1.5">
<p class="font-medium text-sm text-slate-800 truncate">{{ customerDisplayName(c) }}</p>
<UBadge
:color="c.customer_type === 'corporate' ? 'purple' : 'blue'"
variant="soft" size="xs" class="flex-shrink-0"
>
{{ c.customer_type === 'corporate' ? 'Corp' : 'Ind' }}
</UBadge>
</div>
<p class="text-xs text-gray-400 truncate">{{ customerSubtitle(c) }}</p>
</div>
<UIcon
v-if="selectedCustomer?.id === c.id"
name="i-heroicons-check-circle"
class="w-5 h-5 text-primary-500 flex-shrink-0"
/>
</div>
<div v-if="customerItems.length === 0" class="text-center py-6 text-gray-400 text-sm">
No customers found.
</div>
</div>
</div>
<div v-else class="mt-5 p-4 bg-primary-50 border border-primary-200 rounded-lg">
<div class="flex items-center justify-between">
<div class="flex items-center gap-3">
<UAvatar :alt="customerDisplayName(selectedCustomer)" size="sm" />
<div>
<p class="font-medium text-primary-800">{{ customerDisplayName(selectedCustomer) }}</p>
<p class="text-xs text-primary-600">{{ customerSubtitle(selectedCustomer) }}</p>
</div>
</div>
<UButton size="sm" color="neutral" variant="ghost" @click="selectedCustomer = null">
Change
</UButton>
</div>
</div>
<!-- Buyer Section -->
<div class="mt-10 border-t border-[var(--sidebar-border)] pt-10">
<div class="flex items-center gap-3 mb-4">
<h3 class="text-base font-semibold text-[var(--text-primary)]">Buyer</h3>
<div class="flex items-center gap-2">
<UToggle v-model="useSameForBuyer" />
<span class="text-sm text-[var(--text-muted)]">Same as insured</span>
</div>
</div>
<p v-if="useSameForBuyer" class="mt-1 text-sm text-[var(--text-muted)]">
Using same person as insured
</p>
<div v-else class="mt-5">
<UInput
v-model="customerSearch"
icon="i-heroicons-magnifying-glass"
placeholder="Search by name, email, RUC..."
class="w-full max-w-sm mb-4"
/>
<div v-if="customersPending" class="grid grid-cols-1 md:grid-cols-3 gap-3">
<div v-for="n in 3" :key="n" class="h-16 animate-pulse bg-gray-100 rounded-lg" />
</div>
<div v-else class="space-y-3 max-h-72 overflow-y-auto">
<div
v-for="c in customerItems"
:key="c.id"
class="flex items-center gap-3 p-3 border-2 rounded-lg cursor-pointer transition-all"
:class="selectedBuyer?.id === c.id
? 'border-primary-500 bg-primary-50'
: 'border-gray-200 hover:border-gray-300 bg-white'"
@click="selectBuyer(c)"
>
<UAvatar :alt="customerDisplayName(c)" size="sm" />
<div class="min-w-0 flex-1">
<div class="flex items-center gap-1.5">
<p class="font-medium text-sm text-slate-800 truncate">{{ customerDisplayName(c) }}</p>
<UBadge
:color="c.customer_type === 'corporate' ? 'purple' : 'blue'"
variant="soft" size="xs" class="flex-shrink-0"
>
{{ c.customer_type === 'corporate' ? 'Corp' : 'Ind' }}
</UBadge>
</div>
<p class="text-xs text-gray-400 truncate">{{ customerSubtitle(c) }}</p>
</div>
<UIcon
v-if="selectedBuyer?.id === c.id"
name="i-heroicons-check-circle"
class="w-5 h-5 text-primary-500 flex-shrink-0"
/>
</div>
<div v-if="customerItems.length === 0" class="text-center py-6 text-gray-400 text-sm">
No customers found.
</div>
</div>
</div>
</div>
<!-- Health Questionnaire -->
<h3 class="mt-10 text-base font-semibold text-[var(--text-primary)]">Health Information</h3>
<p class="mt-1 text-sm text-[var(--text-muted)]">Basic underwriting inputs — carriers use these to determine eligibility and rate class.</p>
<div class="mt-5 space-y-4 rounded-xl border border-[var(--sidebar-border)] bg-[var(--surface)] p-4">
<UCheckbox v-model="draft.life.smoker" label="Smoker / tobacco user (within last 12 months)" />
<UFormField label="Medications">
<UTextarea
v-model="draft.life.medications"
:class="inputPh"
placeholder="List any current medications..."
:rows="2"
/>
</UFormField>
<UFormField label="Surgeries">
<UTextarea
v-model="draft.life.surgeries"
:class="inputPh"
placeholder="List any past surgeries..."
:rows="2"
/>
</UFormField>
<div class="grid grid-cols-1 gap-4 md:grid-cols-2">
<UFormField label="Weight (kg)">
<UInput v-model="draft.life.weight" type="number" :class="inputPh" placeholder="—" />
</UFormField>
<UFormField label="Height (cm)">
<UInput v-model="draft.life.height" type="number" :class="inputPh" placeholder="—" />
</UFormField>
</div>
</div>
<!-- Coverage parameters -->
<h3 class="mt-10 text-base font-semibold text-[var(--text-primary)]">Coverage Details</h3>
<p class="mt-1 text-sm text-[var(--text-muted)]">Sum assured, term, and coverage type.</p>
<div class="mt-5 grid grid-cols-1 gap-4 md:grid-cols-3">
<UFormField label="Coverage type" required>
<USelect
v-model="draft.life.coverage_type"
:items="[
{ label: 'Banking', value: 'banking' },
{ label: 'Protection', value: 'protection' }
]"
placeholder="Select one"
class="w-full"
/>
</UFormField>
<UFormField label="Coverage amount (USD)" required>
<USelect
v-model="draft.life.coverage_amount"
:items="LIFE_COVERAGE_AMOUNT_OPTIONS"
value-key="value"
label-key="label"
placeholder="Select one"
class="w-full"
/>
</UFormField>
<UFormField label="Coverage years" required>
<USelect
v-model="draft.life.coverage_years"
:items="LIFE_COVERAGE_TERM_OPTIONS"
value-key="value"
label-key="label"
placeholder="Select one"
class="w-full"
/>
</UFormField>
</div>
<!-- Forms -->
<h3 class="mt-10 text-base font-semibold text-[var(--text-primary)]">Forms</h3>
<p class="mt-1 text-sm text-[var(--text-muted)]">
Confirm required templates are completed (uploads wire to the forms library later).
</p>
<div class="mt-4 space-y-3 rounded-xl border border-[var(--sidebar-border)] bg-[var(--surface)] p-4">
<UCheckbox v-model="draft.forms.medicalQuestionnaire" label="Medical questionnaire (declaracion de salud)" />
<UCheckbox v-model="draft.forms.beneficiaryDesignation" label="Beneficiary designation form" />
<UCheckbox
v-model="draft.forms.groupCensus"
label="Group census / employee roster (required for group policies)"
:disabled="draft.segment !== 'group'"
/>
</div>
</section>
<div
v-else
class="mt-10 min-h-[8rem] rounded-xl bg-[var(--sidebar-border)]/25 animate-pulse"
aria-busy="true"
aria-label="Loading"
/>
</div>
</template>