policy-ui/app/data/quotes-overview.mock.ts

/**
 * Mock pipeline data for Quotes overview (mission control). Replace with API when ready.
 */

export type QuotePipelineScopeFilter = 'global' | 'corporate' | 'personal'

export type QuoteOverviewLob = 'auto' | 'health' | 'life' | 'general_risk' | 'custom'

export type QuotePipelineStageId = 'intake' | 'quoted' | 'proposal' | 'bind' | 'handoff'

/**
 * Unified pipeline stage IDs — mirrors PipelineStage from useSalesPipeline.
 * Used by the quotes overview kanban so both views share one vocabulary.
 */
export type UnifiedStageId =
  | 'customer'
  | 'get_quotes'
  | 'waiting_carriers'
  | 'present_quotes'
  | 'waiting_client'
  | 'solicitud'
  | 'emission'

export type MockPipelineQuote = {
  id: string
  customerLabel: string
  /** Corporate vs personal — drives pipeline scope filters */
  party: 'corporate' | 'personal'
  lob: QuoteOverviewLob
  /** Sub-path: single, comparativo, fleet, collective, etc. */
  pathLabel: string
  stage: QuotePipelineStageId
  /** Unified pipeline stage — same vocabulary as sales pipeline */
  unifiedStage: UnifiedStageId
  owner: string
  formsDone: number
  formsTotal: number
  /** Customer has been notified / has portal activity (mock) */
  customerInformed: boolean
}

export const QUOTE_PIPELINE_STAGES: { id: QuotePipelineStageId; label: string; hint: string }[] = [
  { id: 'intake', label: 'Customer Profile', hint: 'Qualify & rate inputs' },
  { id: 'quoted', label: 'Quote Prep', hint: 'Options with carrier' },
  { id: 'proposal', label: 'Acceptance Pending', hint: 'Out to customer' },
  { id: 'bind', label: 'Emission Pending', hint: 'Submit & conditions' },
  { id: 'handoff', label: 'Going Live!', hint: 'Policy / solicitud' }
]

/** Unified pipeline stages — same as sales pipeline. Used in overview chart. */
export const UNIFIED_PIPELINE_STAGES: { id: UnifiedStageId; 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 },
]

export const QUOTE_LOB_OPTIONS: { value: QuoteOverviewLob | 'all'; label: string }[] = [
  { value: 'all', label: 'All lines' },
  { value: 'auto', label: 'Auto' },
  { value: 'health', label: 'Health' },
  { value: 'life', label: 'Life' },
  { value: 'general_risk', label: 'General risk' },
  { value: 'custom', label: 'Custom' }
]

export const MOCK_PIPELINE_QUOTES: MockPipelineQuote[] = [
  {
    id: 'q-101',
    customerLabel: 'Transportes Delta S.A.',
    party: 'corporate',
    lob: 'auto',
    pathLabel: 'Fleet',
    stage: 'quoted',
    unifiedStage: 'waiting_carriers',
    owner: 'A. Morales',
    formsDone: 2,
    formsTotal: 5,
    customerInformed: true
  },
  {
    id: 'q-102',
    customerLabel: 'María Fernández',
    party: 'personal',
    lob: 'auto',
    pathLabel: 'Comparativo',
    stage: 'proposal',
    unifiedStage: 'present_quotes',
    owner: 'L. Chen',
    formsDone: 4,
    formsTotal: 4,
    customerInformed: true
  },
  {
    id: 'q-103',
    customerLabel: 'J. Pérez',
    party: 'personal',
    lob: 'auto',
    pathLabel: 'Single',
    stage: 'intake',
    unifiedStage: 'customer',
    owner: 'L. Chen',
    formsDone: 0,
    formsTotal: 3,
    customerInformed: false
  },
  {
    id: 'q-201',
    customerLabel: 'Clínica Norte',
    party: 'corporate',
    lob: 'health',
    pathLabel: 'Collective',
    stage: 'bind',
    unifiedStage: 'solicitud',
    owner: 'R. Vega',
    formsDone: 6,
    formsTotal: 8,
    customerInformed: true
  },
  {
    id: 'q-202',
    customerLabel: 'Familia Ortega',
    party: 'personal',
    lob: 'health',
    pathLabel: 'Family',
    stage: 'quoted',
    unifiedStage: 'get_quotes',
    owner: 'A. Morales',
    formsDone: 3,
    formsTotal: 6,
    customerInformed: true
  },
  {
    id: 'q-203',
    customerLabel: 'Startup Labs',
    party: 'corporate',
    lob: 'health',
    pathLabel: 'Travel',
    stage: 'intake',
    unifiedStage: 'customer',
    owner: 'R. Vega',
    formsDone: 1,
    formsTotal: 4,
    customerInformed: false
  },
  {
    id: 'q-301',
    customerLabel: 'Holdings Centro',
    party: 'corporate',
    lob: 'life',
    pathLabel: 'Key person',
    stage: 'proposal',
    unifiedStage: 'waiting_client',
    owner: 'L. Chen',
    formsDone: 2,
    formsTotal: 5,
    customerInformed: true
  },
  {
    id: 'q-302',
    customerLabel: 'Carlos Méndez',
    party: 'personal',
    lob: 'life',
    pathLabel: 'Individual',
    stage: 'handoff',
    unifiedStage: 'emission',
    owner: 'A. Morales',
    formsDone: 5,
    formsTotal: 5,
    customerInformed: true
  },
  {
    id: 'q-401',
    customerLabel: 'Retail Plaza',
    party: 'corporate',
    lob: 'general_risk',
    pathLabel: 'Corporate',
    stage: 'quoted',
    unifiedStage: 'waiting_carriers',
    owner: 'R. Vega',
    formsDone: 3,
    formsTotal: 7,
    customerInformed: false
  },
  {
    id: 'q-402',
    customerLabel: 'Ana Ríos',
    party: 'personal',
    lob: 'general_risk',
    pathLabel: 'Personal',
    stage: 'intake',
    unifiedStage: 'get_quotes',
    owner: 'L. Chen',
    formsDone: 1,
    formsTotal: 4,
    customerInformed: true
  },
  {
    id: 'q-501',
    customerLabel: 'Phone-in — manual rate',
    party: 'personal',
    lob: 'custom',
    pathLabel: 'Manual entry',
    stage: 'proposal',
    unifiedStage: 'present_quotes',
    owner: 'R. Vega',
    formsDone: 0,
    formsTotal: 2,
    customerInformed: false
  }
]