Files
policy-ui/app/pages/customers/[id].vue
Jordan Weingarten 67482f6629 WIP jordan
2026-04-16 11:11:44 -05:00

2290 lines
68 KiB
Vue

<script setup lang="ts">
import { MOCK_CUSTOMERS, MOCK_CUSTOMERS_BY_ID, fmtMoney, type MockCustomer, type MockPolicy } from '~/data/mock-customers'
import { customerTier } from '~/data/mock-customers'
definePageMeta({ ssr: false })
const route = useRoute()
const id = route.params.id as string
const { data, error, pending, refresh } = useCustomer(`/customers/${id}`)
const customer = computed(() => data.value?.data)
const isIndividual = computed(() => customer.value?.customer_type !== 'corporate')
const { isFavorite, toggleFavorite } = useClientFavorites()
const { getTierForCustomer, getScoreForCustomer, config: attentionConfig } = useCustomerAttention()
/* ── Resolve mock client by route id ── */
const mock = computed<MockCustomer>(() => {
return MOCK_CUSTOMERS_BY_ID[id] ?? MOCK_CUSTOMERS[0]!
})
usePageTitle(computed(() => mock.value.name))
const customerName = computed(() => {
if (!customer.value) return mock.value.name || 'Unnamed customer'
if (isIndividual.value) {
const full = [customer.value.first_name, customer.value.last_name].filter(Boolean).join(' ')
return full || 'Unnamed customer'
}
return customer.value.commercial_name || customer.value.legal_name || 'Unnamed company'
})
const policyFilterValue = computed(() =>
isIndividual.value ? customer.value?.document_id : customer.value?.ruc
)
const { data: policiesData } = usePolicy('/policies', {
query: computed(() => policyFilterValue.value
? {
'filters[0][field]': 'search',
'filters[0][op]': '==',
'filters[0][value]': policyFilterValue.value
}
: {})
})
const customerPolicies = computed(() => policiesData.value?.data ?? [])
const activeTab = ref<'policies' | 'claims' | 'payments' | 'activity' | 'history' | 'relationships' | 'notes'>('policies')
const totalPremium = computed(() => {
const sum = mock.value.policies.reduce((s, p) => s + p.premium, 0)
return fmtMoney(sum)
})
const formatDate = (date: string) => {
if (!date) return '—'
return new Date(date).toLocaleDateString('en-US', { day: 'numeric', month: 'short', year: 'numeric' })
}
const activityDotColor: Record<string, string> = {
claim: '#c13838',
payment: '#0f7b5f',
renewal: '#7c3aed',
quote: '#01696f',
note: '#8a8a86',
policy: '#0d5c63',
onboarding: '#01696f',
}
const activityIcon: Record<string, string> = {
claim: 'i-heroicons-exclamation-triangle',
payment: 'i-heroicons-banknotes',
renewal: 'i-heroicons-arrow-path',
quote: 'i-heroicons-document-text',
note: 'i-heroicons-chat-bubble-left-ellipsis',
policy: 'i-heroicons-shield-check',
onboarding: 'i-heroicons-user-plus',
}
/* ── Tier ── */
const tier = computed(() => customerTier(mock.value))
const tierLabel: Record<string, string> = {
quick_lead: 'Quick Lead',
lead: 'Lead',
customer: 'Customer',
cancelled: 'Cancelled',
}
const tierClass: Record<string, string> = {
quick_lead: 'cp-tier-quick-lead',
lead: 'cp-tier-lead',
customer: 'cp-tier-customer',
cancelled: 'cp-tier-cancelled',
}
/* ── Service grade from attention config ── */
const customerGradeInput = computed(() => ({
totalPremium: mock.value.policies.reduce((s, p) => s + p.premium, 0),
policyCount: mock.value.policies.length,
lineCount: [...new Set(mock.value.policies.filter(p => p.status === 'Active').map(p => p.line))].length,
tenureYears: Math.floor((Date.now() - new Date(mock.value.since).getTime()) / (365.25 * 24 * 60 * 60 * 1000)),
isCollectivoMember: false,
hasPrivatePolicies: mock.value.policies.some(p => p.status === 'Active'),
estimatedCommission: mock.value.policies.reduce((s, p) => s + p.premium, 0) * 0.15,
}))
const serviceGrade = computed(() => getTierForCustomer(customerGradeInput.value))
const serviceScore = computed(() => getScoreForCustomer(customerGradeInput.value))
/* ── Upcoming events ── */
const upcomingEvents = computed(() => {
const events: { label: string; date: string; type: string; icon: string }[] = []
const now = new Date()
// Upcoming renewals
for (const pol of mock.value.policies.filter(p => p.status === 'Active')) {
const renewal = new Date(pol.renewal)
if (renewal > now) {
const days = Math.ceil((renewal.getTime() - now.getTime()) / (1000 * 60 * 60 * 24))
events.push({
label: `${pol.line} renewal — ${pol.carrier}`,
date: days <= 30 ? `${days}d` : formatDate(pol.renewal),
type: days <= 30 ? 'urgent' : 'upcoming',
icon: 'i-heroicons-arrow-path',
})
}
}
// Open claims
for (const cl of openClaims.value) {
events.push({
label: `Claim ${cl.id}${cl.type}`,
date: cl.status,
type: 'action',
icon: 'i-heroicons-exclamation-triangle',
})
}
// Pending payments
for (const pay of mock.value.payments.filter(p => p.status === 'Pending' || p.status === 'Overdue')) {
events.push({
label: `Payment due — ${pay.policy}`,
date: pay.status,
type: pay.status === 'Overdue' ? 'urgent' : 'action',
icon: 'i-heroicons-banknotes',
})
}
return events.slice(0, 5)
})
/* ── Account Orientation ── */
const ALL_LINES = ['Auto', 'Home', 'Life', 'Health', 'Umbrella', 'Renter'] as const
const coveredLines = computed(() =>
[...new Set(mock.value.policies.filter(p => p.status === 'Active').map(p => p.line))]
)
const coverageGaps = computed(() =>
ALL_LINES.filter(l => !coveredLines.value.includes(l))
)
const riskProfile = computed(() => {
const openClaims = mock.value.claims.filter(c => c.status !== 'Resolved' && c.status !== 'Denied').length
if (openClaims >= 2) return 'High'
if (openClaims === 1) return 'Medium'
return 'Low'
})
const nextRenewal = computed(() => {
const now = new Date()
const upcoming = mock.value.policies
.filter(p => p.status === 'Active' && new Date(p.renewal) > now)
.sort((a, b) => new Date(a.renewal).getTime() - new Date(b.renewal).getTime())
return upcoming.length > 0 ? formatDate(upcoming[0]!.renewal) : '—'
})
/* ── KPI helpers ── */
const activePolicies = computed(() => mock.value.policies.filter(p => p.status === 'Active'))
const openClaims = computed(() => mock.value.claims.filter(c => c.status !== 'Resolved' && c.status !== 'Denied'))
const yearsSince = computed(() => Math.floor((Date.now() - new Date(mock.value.since).getTime()) / (365.25 * 24 * 60 * 60 * 1000)))
/* ── Service Actions ── */
const lastThreeActivity = computed(() => mock.value.activity.slice(0, 3))
const openActions = computed(() => {
const items: { icon: string; text: string; status: string; statusClass: string }[] = []
for (const claim of openClaims.value) {
items.push({
icon: 'i-heroicons-exclamation-triangle',
text: `${claim.id}${claim.type} ($${claim.amount.toLocaleString()})`,
status: claim.status,
statusClass: claim.status === 'In progress' ? 'cp-status-warn' : claim.status === 'Under review' ? 'cp-status-pending' : 'cp-status-ok',
})
}
for (const pay of mock.value.payments.filter(p => p.status === 'Pending' || p.status === 'Overdue' || p.status === 'Failed')) {
items.push({
icon: 'i-heroicons-banknotes',
text: `${pay.status} payment — ${pay.policy} ($${pay.amount.toLocaleString()})`,
status: pay.status,
statusClass: pay.status === 'Failed' ? 'cp-status-bad' : pay.status === 'Overdue' ? 'cp-status-warn' : 'cp-status-pending',
})
}
return items
})
const recentlyClosed = computed(() => {
const items: { icon: string; text: string; date: string }[] = []
for (const claim of mock.value.claims.filter(c => c.status === 'Resolved')) {
items.push({
icon: 'i-heroicons-check-circle',
text: `${claim.id}${claim.type} resolved ($${claim.amount.toLocaleString()})`,
date: formatDate(claim.date),
})
}
for (const pay of mock.value.payments.filter(p => p.status === 'Paid').slice(0, 3)) {
items.push({
icon: 'i-heroicons-check-circle',
text: `Payment — ${pay.policy} ($${pay.amount.toLocaleString()})`,
date: formatDate(pay.date),
})
}
return items.slice(0, 3)
})
/* ── Policies grouped by status ── */
const activePoliciesGroup = computed(() => mock.value.policies.filter(p => p.status === 'Active'))
const pendingPoliciesGroup = computed(() => mock.value.policies.filter(p => p.status === 'Pending'))
const historicalPolicies = computed(() => mock.value.policies.filter(p => p.status === 'Lapsed' || p.status === 'Cancelled'))
const showHistorical = ref(false)
/* ── Relationships (mock for cust-002) ── */
const hasRelationship = computed(() => id === 'cust-002')
/* ── Sales agent assignment ── */
const AGENTS = [
{ id: 'AG-001', name: 'Ana Ramírez', role: 'Senior producer' },
{ id: 'AG-002', name: 'Marco Villanueva', role: 'Producer' },
{ id: 'AG-003', name: 'Lucía Fernández', role: 'Junior producer' },
{ id: 'AG-004', name: 'Carlos Méndez', role: 'Producer (inactive)' },
]
const agentItems = AGENTS.map(a => ({ label: `${a.name}${a.role}`, value: a.id }))
// Seed: map mock.agent display name to agent ID
const defaultAgentId = computed(() => {
if (mock.value.agent === 'Ana R.') return 'AG-001'
if (mock.value.agent === 'Marco V.') return 'AG-002'
return null
})
const assignedAgentId = ref<string | null>(null)
// Initialize on mount
onMounted(() => { assignedAgentId.value = defaultAgentId.value })
const assignedAgentName = computed(() => {
const a = AGENTS.find(ag => ag.id === assignedAgentId.value)
return a ? a.name : '—'
})
const toast = useToast()
function onAgentChange(agentId: string | null) {
assignedAgentId.value = agentId
const a = AGENTS.find(ag => ag.id === agentId)
if (a) toast.add({ title: `Sales agent assigned: ${a.name}`, color: 'success' })
}
function onPolicyClick(pol: MockPolicy) {
navigateTo(`/policies/${pol.id}`)
}
function onClaimClick(claimId: string) {
navigateTo(`/claims/${claimId}`)
}
/* ── Full audit history ── */
const auditHistory = computed(() => {
const entries: { date: string; sortDate: number; action: string; actor: string; detail: string; type: string }[] = []
// Activity events
for (const ev of mock.value.activity) {
entries.push({
date: ev.date,
sortDate: new Date(ev.date).getTime() || 0,
action: ev.text,
actor: mock.value.agent,
detail: '',
type: ev.type,
})
}
// Claims
for (const cl of mock.value.claims) {
entries.push({
date: formatDate(cl.date),
sortDate: new Date(cl.date).getTime(),
action: `Claim ${cl.id} filed — ${cl.type}`,
actor: mock.value.agent,
detail: `Policy ${cl.policy} · $${cl.amount.toLocaleString()} · Status: ${cl.status}`,
type: 'claim',
})
}
// Payments
for (const pay of mock.value.payments) {
entries.push({
date: formatDate(pay.date),
sortDate: new Date(pay.date).getTime(),
action: `Payment ${pay.status.toLowerCase()}$${pay.amount.toLocaleString()}`,
actor: 'System',
detail: `Policy ${pay.policy} · ${pay.method}`,
type: 'payment',
})
}
// Policies
for (const pol of mock.value.policies) {
entries.push({
date: formatDate(pol.renewal),
sortDate: new Date(pol.renewal).getTime(),
action: `Policy ${pol.id}${pol.status === 'Active' ? 'Active' : pol.status}`,
actor: mock.value.agent,
detail: `${pol.carrier} · ${pol.product} · $${pol.premium.toLocaleString()}/yr`,
type: 'policy',
})
}
// System events
entries.push({
date: formatDate(mock.value.since),
sortDate: new Date(mock.value.since).getTime(),
action: 'Customer account created',
actor: 'System',
detail: `Type: ${mock.value.type} · Document: ${mock.value.documentId}`,
type: 'onboarding',
})
entries.push({
date: 'Today',
sortDate: Date.now(),
action: `Sales agent assigned: ${assignedAgentName.value}`,
actor: 'System',
detail: 'Agent of record for this customer',
type: 'note',
})
return entries.sort((a, b) => b.sortDate - a.sortDate)
})
const historyFilter = ref<'all' | 'claim' | 'payment' | 'policy' | 'note' | 'onboarding'>('all')
const filteredHistory = computed(() => {
if (historyFilter.value === 'all') return auditHistory.value
return auditHistory.value.filter(e => e.type === historyFilter.value)
})
/* ── Notes mock data ── */
const mockNotes = [
{ id: 1, text: 'Client prefers phone calls over email for policy updates. Best time to reach: mornings before 11 AM.', author: mock.value.agent, date: 'Mar 15, 2025', pinned: true },
{ id: 2, text: 'Discussed increasing umbrella coverage at next renewal. Client is interested in reviewing options.', author: mock.value.agent, date: 'Feb 20, 2025', pinned: true },
{ id: 3, text: 'Annual review completed. All policies in good standing. Consider cross-sell opportunity for health insurance.', author: 'System', date: 'Jan 10, 2025', pinned: false },
]
const newNote = ref('')
/* ── Documents mock ── */
const documentCategories = [
{ name: 'Policy Documents', count: 3, icon: 'i-heroicons-document-text' },
{ name: 'ID & KYC', count: 2, icon: 'i-heroicons-identification' },
{ name: 'Claims', count: mock.value.claims.length > 0 ? 1 : 0, icon: 'i-heroicons-clipboard-document-check' },
{ name: 'Correspondence', count: 0, icon: 'i-heroicons-envelope' },
]
</script>
<template>
<div class="cp-page mx-auto max-w-6xl pb-12">
<!-- BACK -->
<NuxtLink to="/customers" class="inline-flex">
<UButton color="neutral" variant="ghost" size="sm" icon="i-heroicons-arrow-left">Customers</UButton>
</NuxtLink>
<!-- HEADER -->
<div class="cp-header">
<div class="cp-header-left">
<div class="cp-avatar">{{ mock.initials }}</div>
<div class="cp-header-info">
<div class="cp-header-name-row">
<h1 class="cp-name">{{ customerName }}</h1>
<span class="cp-type-badge">{{ mock.type }}</span>
<span class="cp-tier-badge" :class="tierClass[tier]">{{ tierLabel[tier] }}</span>
<span v-for="tag in mock.tags" :key="tag" class="cp-tag">{{ tag }}</span>
</div>
<div class="cp-header-meta">
<span>{{ mock.documentId }}</span>
<span class="cp-sep" />
<span>{{ mock.email || '—' }}</span>
<span class="cp-sep" />
<span>{{ mock.phone }}</span>
<span class="cp-sep" />
<span>Agent: {{ mock.agent }}</span>
</div>
</div>
</div>
<div class="cp-header-actions">
<UButton
size="sm"
color="neutral"
variant="ghost"
:icon="isFavorite(mock.id) ? 'i-heroicons-star-solid' : 'i-heroicons-star'"
:style="isFavorite(mock.id) ? 'color: #d4a017;' : ''"
@click="toggleFavorite(mock.id)"
/>
<UButton size="sm" color="neutral" variant="outline" icon="i-heroicons-pencil-square">Edit</UButton>
<UButton size="sm" color="primary" icon="i-heroicons-document-text">New Quote</UButton>
</div>
</div>
<!-- ACCOUNT ORIENTATION -->
<div class="cp-orient-card">
<!-- Left: Grade + Status summary -->
<div class="cp-orient-summary">
<div class="cp-grade-badge" :style="`background: ${serviceGrade.color}12; border-color: ${serviceGrade.color}30;`">
<UIcon :name="serviceGrade.icon" :style="`color: ${serviceGrade.color}; width: 20px; height: 20px;`" />
<div>
<p class="cp-grade-name" :style="`color: ${serviceGrade.color}`">{{ serviceGrade.name }}</p>
<p class="cp-grade-score">{{ serviceScore }} pts</p>
</div>
</div>
<div class="cp-orient-facts">
<div class="cp-orient-fact">
<span class="cp-orient-fact-label">Status</span>
<span class="cp-orient-fact-value">
<span class="cp-orient-dot" :class="activePolicies.length > 0 ? 'cp-dot-green' : 'cp-dot-gray'" />
{{ activePolicies.length > 0 ? 'Active' : 'Inactive' }}
</span>
</div>
<div class="cp-orient-fact">
<span class="cp-orient-fact-label">Preferred Contact</span>
<span class="cp-orient-fact-value">Phone</span>
</div>
<div class="cp-orient-fact">
<span class="cp-orient-fact-label">Language</span>
<span class="cp-orient-fact-value">{{ mock.preferredLang }}</span>
</div>
<div class="cp-orient-fact">
<span class="cp-orient-fact-label">Coverage</span>
<span class="cp-orient-fact-value">
{{ coveredLines.length }} of {{ ALL_LINES.length }} lines
<template v-if="coverageGaps.length > 0 && coverageGaps.length < ALL_LINES.length">
<span v-for="gap in coverageGaps" :key="gap" class="cp-gap-chip">{{ gap }}</span>
</template>
</span>
</div>
</div>
</div>
<!-- Right: Upcoming events -->
<div class="cp-orient-events">
<p class="cp-orient-events-title">
<UIcon name="i-heroicons-calendar-days" style="width: 14px; height: 14px; opacity: 0.5;" />
Upcoming
</p>
<div v-if="upcomingEvents.length > 0" class="cp-events-list">
<div
v-for="(ev, i) in upcomingEvents"
:key="i"
class="cp-event-item"
:class="[`cp-event-${ev.type}`, ev.icon === 'i-heroicons-arrow-path' ? 'cp-event-clickable' : '']"
@click="ev.icon === 'i-heroicons-arrow-path' ? navigateTo('/renewals') : ev.icon === 'i-heroicons-exclamation-triangle' ? navigateTo('/claims') : null"
>
<UIcon :name="ev.icon" style="width: 13px; height: 13px; flex-shrink: 0; margin-top: 1px;" />
<span class="cp-event-label">{{ ev.label }}</span>
<span class="cp-event-date">{{ ev.date }}</span>
</div>
</div>
<p v-else class="cp-orient-quiet">Nothing upcoming all clear</p>
</div>
</div>
<!-- KPI STRIP -->
<div class="cp-kpi-strip">
<div class="cp-kpi">
<p class="cp-kpi-label">Total Premium</p>
<p class="cp-kpi-value">{{ totalPremium }}</p>
<p class="cp-kpi-sub">/year across {{ mock.policies.length }} {{ mock.policies.length === 1 ? 'policy' : 'policies' }}</p>
</div>
<div class="cp-kpi-div" />
<div class="cp-kpi">
<p class="cp-kpi-label">Active Policies</p>
<p class="cp-kpi-value">{{ activePolicies.length }}</p>
<p class="cp-kpi-sub">{{ coveredLines.join(', ') || 'None' }}</p>
</div>
<div class="cp-kpi-div" />
<div class="cp-kpi">
<p class="cp-kpi-label">Open Claims</p>
<p class="cp-kpi-value">{{ openClaims.length }}</p>
<p class="cp-kpi-sub">{{ openClaims.length > 0 ? openClaims.map(c => c.id).join(', ') : 'No open claims' }}</p>
</div>
<div class="cp-kpi-div" />
<div class="cp-kpi">
<p class="cp-kpi-label">Client Since</p>
<p class="cp-kpi-value">{{ mock.since.slice(0, 4) }}</p>
<p class="cp-kpi-sub">{{ yearsSince }}+ years{{ mock.tags.length ? ' \u00b7 ' + mock.tags[0] : '' }}</p>
</div>
<div class="cp-kpi-div" />
<div class="cp-kpi">
<p class="cp-kpi-label">Payment Status</p>
<p class="cp-kpi-value" :class="mock.paymentStatus === 'Current' ? 'cp-kpi-good' : mock.paymentStatus === 'Overdue' ? 'cp-kpi-bad' : mock.paymentStatus === 'N/A' ? '' : 'cp-kpi-warn'">{{ mock.paymentStatus }}</p>
<p class="cp-kpi-sub">{{ mock.paymentStatus === 'Current' ? 'All premiums up to date' : mock.paymentStatus === 'Overdue' ? 'Payment action required' : mock.paymentStatus === 'N/A' ? 'No active billing' : 'Payment pending' }}</p>
</div>
<div class="cp-kpi-div" />
<div class="cp-kpi">
<p class="cp-kpi-label">Coverage Lines</p>
<p class="cp-kpi-value">{{ coveredLines.length }} of {{ ALL_LINES.length }}</p>
<p class="cp-kpi-sub">{{ coveredLines.length === ALL_LINES.length ? 'Full coverage' : coverageGaps.length + ' gap' + (coverageGaps.length === 1 ? '' : 's') }}</p>
</div>
</div>
<!-- QUICK POLICY ACCESS -->
<div v-if="mock.policies.length > 0" class="cp-quick-policies">
<div class="cp-quick-pol-head">
<div class="cp-quick-pol-title">
<UIcon name="i-heroicons-document-arrow-down" style="width: 16px; height: 16px; color: #01696f;" />
<span>Policies</span>
<span class="cp-quick-pol-count">{{ mock.policies.filter(p => p.status === 'Active').length }} active</span>
</div>
<div class="cp-quick-pol-actions">
<UButton size="xs" color="neutral" variant="soft" icon="i-heroicons-printer">Print All</UButton>
<UButton size="xs" color="neutral" variant="soft" icon="i-heroicons-paper-airplane">Send to Client</UButton>
<UButton size="xs" color="primary" variant="soft" icon="i-heroicons-arrow-down-tray">Download All</UButton>
</div>
</div>
<div class="cp-quick-pol-grid">
<NuxtLink v-for="pol in mock.policies.filter(p => p.status === 'Active')" :key="pol.id" :to="`/policies/${pol.id}`" class="cp-quick-pol-chip" style="text-decoration: none; color: inherit;">
<div class="cp-quick-pol-icon" :style="`background: ${pol.line === 'Auto' ? 'rgba(1,105,111,0.08)' : pol.line === 'Home' ? 'rgba(194,123,26,0.08)' : pol.line === 'Life' ? 'rgba(124,58,237,0.08)' : pol.line === 'Health' ? 'rgba(15,123,95,0.08)' : 'rgba(0,0,0,0.04)'}`">
<UIcon :name="pol.icon" style="width: 16px; height: 16px;" />
</div>
<div class="cp-quick-pol-info">
<p class="cp-quick-pol-name">{{ pol.line }} {{ pol.carrier }}</p>
<p class="cp-quick-pol-id">{{ pol.id }}</p>
</div>
<div class="cp-quick-pol-right">
<span class="cp-quick-pol-premium">${{ pol.premium.toLocaleString() }}/yr</span>
<button type="button" class="cp-quick-pol-dl" title="Download policy" @click.prevent>
<UIcon name="i-heroicons-bolt" style="width: 14px; height: 14px;" />
</button>
</div>
</NuxtLink>
</div>
</div>
<!-- SERVICE ACTIONS -->
<div class="cp-card">
<div class="cp-card-head">
<UIcon name="i-heroicons-clipboard-document-list" style="width: 16px; height: 16px; color: #01696f;" />
<span>Service Actions</span>
</div>
<div class="cp-service-grid">
<!-- Last 3 Service Actions -->
<div class="cp-service-section">
<p class="cp-service-title">Recent Activity</p>
<div v-if="lastThreeActivity.length > 0" class="cp-timeline">
<div v-for="(event, i) in lastThreeActivity" :key="i" class="cp-timeline-item">
<div class="cp-timeline-dot" :style="`background: ${activityDotColor[event.type] || '#8a8a86'}`" />
<div class="cp-timeline-content">
<p class="cp-timeline-text">{{ event.text }}</p>
<p class="cp-timeline-date">{{ event.date }}</p>
</div>
</div>
</div>
<p v-else class="cp-empty-msg">No recent activity</p>
</div>
<!-- Open Service Actions -->
<div class="cp-service-section">
<p class="cp-service-title">Open Actions</p>
<div v-if="openActions.length > 0" class="cp-action-list">
<div v-for="(action, i) in openActions" :key="i" class="cp-action-item">
<UIcon :name="action.icon" class="cp-action-icon" />
<span class="cp-action-text">{{ action.text }}</span>
<span class="cp-status" :class="action.statusClass">{{ action.status }}</span>
</div>
</div>
<p v-else class="cp-empty-msg">No open actions</p>
</div>
<!-- Recently Closed -->
<div class="cp-service-section">
<p class="cp-service-title">Recently Closed</p>
<div v-if="recentlyClosed.length > 0" class="cp-action-list">
<div v-for="(item, i) in recentlyClosed" :key="i" class="cp-action-item">
<UIcon :name="item.icon" class="cp-action-icon cp-icon-green" />
<span class="cp-action-text">{{ item.text }}</span>
<span class="cp-action-date">{{ item.date }}</span>
</div>
</div>
<p v-else class="cp-empty-msg">No recently closed items</p>
</div>
</div>
</div>
<!-- MAIN GRID -->
<div class="cp-main-grid">
<!-- LEFT: Personal Details -->
<div class="cp-card cp-details-col">
<div class="cp-card-head">
<UIcon name="i-heroicons-user" style="width: 16px; height: 16px; color: #01696f;" />
<span>Personal Details</span>
</div>
<div class="cp-detail-list">
<div class="cp-detail-row">
<span class="cp-detail-label">Full Name</span>
<span class="cp-detail-value">{{ mock.name }}</span>
</div>
<div class="cp-detail-row">
<span class="cp-detail-label">Document ID</span>
<span class="cp-detail-value cp-mono">{{ mock.documentId }}</span>
</div>
<div class="cp-detail-row">
<span class="cp-detail-label">Email</span>
<span class="cp-detail-value">{{ mock.email || '—' }}</span>
</div>
<div class="cp-detail-row">
<span class="cp-detail-label">Phone</span>
<span class="cp-detail-value">{{ mock.phone }}</span>
</div>
<div class="cp-detail-row">
<span class="cp-detail-label">Date of Birth</span>
<span class="cp-detail-value">{{ mock.birthDate ? formatDate(mock.birthDate) : '—' }}</span>
</div>
<div class="cp-detail-row">
<span class="cp-detail-label">Gender</span>
<span class="cp-detail-value">{{ mock.gender || '—' }}</span>
</div>
<div class="cp-detail-row">
<span class="cp-detail-label">Marital Status</span>
<span class="cp-detail-value"></span>
</div>
<div class="cp-detail-row">
<span class="cp-detail-label">Address</span>
<span class="cp-detail-value">{{ mock.address || '—' }}</span>
</div>
<div class="cp-detail-row">
<span class="cp-detail-label">Occupation</span>
<span class="cp-detail-value"></span>
</div>
<div class="cp-detail-row">
<span class="cp-detail-label">Language</span>
<span class="cp-detail-value">{{ mock.preferredLang }}</span>
</div>
<div class="cp-detail-row">
<span class="cp-detail-label">Assigned Agent</span>
<span class="cp-detail-value">{{ mock.agent }}</span>
</div>
<div class="cp-detail-row cp-detail-row-agent">
<span class="cp-detail-label">Sales Agent</span>
<div class="cp-agent-assign">
<USelect
:model-value="assignedAgentId"
:items="agentItems"
value-key="value"
label-key="label"
placeholder="Assign agent…"
class="cp-agent-select"
@update:model-value="onAgentChange"
/>
<NuxtLink v-if="assignedAgentId" to="/settings/agents" class="cp-agent-link">
<UIcon name="i-heroicons-arrow-top-right-on-square" style="width: 12px; height: 12px;" />
</NuxtLink>
</div>
</div>
<div class="cp-detail-row">
<span class="cp-detail-label">Client Since</span>
<span class="cp-detail-value">{{ formatDate(mock.since) }}</span>
</div>
<div class="cp-detail-row">
<span class="cp-detail-label">Referral Source</span>
<span class="cp-detail-value">
<span v-if="mock.tags.find(t => t.includes('eferral'))" class="cp-orient-tag">
{{ mock.tags.find(t => t.includes('eferral')) }}
</span>
<span v-else>Direct</span>
</span>
</div>
</div>
</div>
<!-- RIGHT: Tabbed content -->
<div class="cp-tabbed-col">
<!-- Tabs -->
<div class="cp-tabs">
<button
v-for="tab in [
{ id: 'policies' as const, label: 'Policies', count: mock.policies.length },
{ id: 'claims' as const, label: 'Claims', count: mock.claims.length },
{ id: 'payments' as const, label: 'Payments', count: mock.payments.length },
{ id: 'activity' as const, label: 'Activity', count: null },
{ id: 'history' as const, label: 'History', count: null },
{ id: 'relationships' as const, label: 'Relationships', count: null },
{ id: 'notes' as const, label: 'Notes', count: null },
]"
:key="tab.id"
type="button"
class="cp-tab"
:class="activeTab === tab.id ? 'cp-tab-on' : 'cp-tab-off'"
@click="activeTab = tab.id"
>
{{ tab.label }}
<span v-if="tab.count !== null" class="cp-tab-count" :class="activeTab === tab.id ? 'cp-tab-count-on' : ''">{{ tab.count }}</span>
</button>
</div>
<!-- ── POLICIES TAB ── -->
<div v-if="activeTab === 'policies'" class="cp-tab-content">
<!-- Coverage summary bar -->
<div v-if="mock.policies.length > 0" class="cp-coverage-bar">
<span class="cp-coverage-label">Coverage:</span>
<span v-for="line in ALL_LINES" :key="line" class="cp-coverage-dot-wrap">
<span class="cp-coverage-dot" :class="coveredLines.includes(line) ? 'cp-coverage-active' : 'cp-coverage-inactive'" />
<span class="cp-coverage-line-label" :class="coveredLines.includes(line) ? '' : 'cp-coverage-line-missing'">{{ line }}</span>
</span>
</div>
<!-- Coverage gap CTA -->
<div v-if="coverageGaps.length > 0" class="cp-gap-cta">
<div class="flex items-center gap-2">
<UIcon name="i-heroicons-shield-exclamation" style="width: 14px; height: 14px; color: #d97706;" />
<span class="text-[12px] font-medium text-[var(--text-primary)]">{{ coverageGaps.length }} missing coverage {{ coverageGaps.length === 1 ? 'line' : 'lines' }}:</span>
</div>
<div class="flex flex-wrap items-center gap-2 mt-1.5 pl-5">
<NuxtLink
v-for="gap in coverageGaps"
:key="gap"
:to="`/quotes/new?line=${encodeURIComponent(gap)}&customer=${id}`"
class="cp-gap-quote-btn"
>
{{ gap }}
<UIcon name="i-heroicons-arrow-right" style="width: 11px; height: 11px;" />
</NuxtLink>
</div>
</div>
<!-- Active policies -->
<div v-if="activePoliciesGroup.length > 0" class="cp-policy-group">
<div v-for="pol in activePoliciesGroup" :key="pol.id" class="cp-card cp-card-hover" @click="onPolicyClick(pol)">
<div class="cp-policy-row">
<div class="cp-pol-icon">
<UIcon :name="pol.icon" style="width: 18px; height: 18px;" />
</div>
<div class="cp-pol-info">
<div class="cp-pol-name-row">
<p class="cp-pol-product">{{ pol.product }}</p>
<span class="cp-line-badge">{{ pol.line }}</span>
<span class="cp-status-active">{{ pol.status }}</span>
</div>
<div class="cp-pol-meta">
<span>{{ pol.id }}</span>
<span class="cp-sep" />
<span>{{ pol.carrier }}</span>
<span class="cp-sep" />
<span>Renewal {{ formatDate(pol.renewal) }}</span>
</div>
<p v-if="pol.details" class="cp-pol-details">{{ pol.details }}</p>
</div>
<div class="cp-pol-premium">
<p class="cp-pol-amount">${{ pol.premium.toLocaleString() }}</p>
<p class="cp-pol-period">/year</p>
</div>
</div>
</div>
</div>
<!-- Pending policies -->
<div v-if="pendingPoliciesGroup.length > 0" class="cp-policy-group">
<p class="cp-group-label">Pending</p>
<div v-for="pol in pendingPoliciesGroup" :key="pol.id" class="cp-card cp-card-hover" @click="onPolicyClick(pol)">
<div class="cp-policy-row">
<div class="cp-pol-icon">
<UIcon :name="pol.icon" style="width: 18px; height: 18px;" />
</div>
<div class="cp-pol-info">
<div class="cp-pol-name-row">
<p class="cp-pol-product">{{ pol.product }}</p>
<span class="cp-line-badge">{{ pol.line }}</span>
<span class="cp-status-pending-badge">{{ pol.status }}</span>
</div>
<div class="cp-pol-meta">
<span>{{ pol.id }}</span>
<span class="cp-sep" />
<span>{{ pol.carrier }}</span>
</div>
<p v-if="pol.details" class="cp-pol-details">{{ pol.details }}</p>
</div>
<div class="cp-pol-premium">
<p class="cp-pol-amount">${{ pol.premium.toLocaleString() }}</p>
<p class="cp-pol-period">/year</p>
</div>
</div>
</div>
</div>
<!-- Historical (collapsed) -->
<div v-if="historicalPolicies.length > 0" class="cp-policy-group">
<button type="button" class="cp-historical-toggle" @click="showHistorical = !showHistorical">
<UIcon :name="showHistorical ? 'i-heroicons-chevron-down' : 'i-heroicons-chevron-right'" style="width: 14px; height: 14px;" />
<span>Historical ({{ historicalPolicies.length }})</span>
</button>
<template v-if="showHistorical">
<div v-for="pol in historicalPolicies" :key="pol.id" class="cp-card cp-card-historical" style="cursor: pointer;" @click="onPolicyClick(pol)">
<div class="cp-policy-row">
<div class="cp-pol-icon cp-pol-icon-muted">
<UIcon :name="pol.icon" style="width: 18px; height: 18px;" />
</div>
<div class="cp-pol-info">
<div class="cp-pol-name-row">
<p class="cp-pol-product">{{ pol.product }}</p>
<span class="cp-line-badge">{{ pol.line }}</span>
<span class="cp-status-cancelled">{{ pol.status }}</span>
</div>
<div class="cp-pol-meta">
<span>{{ pol.id }}</span>
<span class="cp-sep" />
<span>{{ pol.carrier }}</span>
</div>
<p v-if="pol.details" class="cp-pol-details">{{ pol.details }}</p>
</div>
<div class="cp-pol-premium">
<p class="cp-pol-amount cp-text-muted">${{ pol.premium.toLocaleString() }}</p>
<p class="cp-pol-period">/year</p>
</div>
</div>
</div>
</template>
</div>
<p v-if="mock.policies.length === 0" class="cp-empty-msg">No policies on file</p>
</div>
<!-- ── CLAIMS TAB ── -->
<div v-if="activeTab === 'claims'" class="cp-tab-content">
<div v-if="mock.claims.length > 0" class="cp-card">
<div v-for="(claim, i) in mock.claims" :key="claim.id" class="cp-row" :class="i < mock.claims.length - 1 ? 'cp-row-border' : ''" style="cursor: pointer;" @click="onClaimClick(claim.id)">
<div class="cp-row-main">
<div class="cp-row-top">
<p class="cp-row-title">{{ claim.id }} — {{ claim.type }}</p>
<span class="cp-status" :class="claim.status === 'In progress' ? 'cp-status-warn' : claim.status === 'Under review' ? 'cp-status-pending' : claim.status === 'Denied' ? 'cp-status-bad' : 'cp-status-ok'">{{ claim.status }}</span>
</div>
<p class="cp-row-sub">Policy {{ claim.policy }} &middot; Filed {{ formatDate(claim.date) }}</p>
</div>
<p class="cp-row-amount">${{ claim.amount.toLocaleString() }}</p>
</div>
</div>
<p v-else class="cp-empty-msg">No claims on file</p>
</div>
<!-- ── PAYMENTS TAB ── -->
<div v-if="activeTab === 'payments'" class="cp-tab-content">
<div v-if="mock.payments.length > 0" class="cp-card">
<table class="cp-table">
<thead>
<tr>
<th>Date</th>
<th>Policy</th>
<th>Method</th>
<th>Status</th>
<th class="cp-text-right">Amount</th>
</tr>
</thead>
<tbody>
<tr v-for="pay in mock.payments" :key="pay.date + pay.policy">
<td class="cp-tabular">{{ formatDate(pay.date) }}</td>
<td class="cp-mono cp-text-xs">{{ pay.policy }}</td>
<td>{{ pay.method }}</td>
<td>
<span class="cp-status" :class="pay.status === 'Paid' ? 'cp-status-ok' : pay.status === 'Failed' ? 'cp-status-bad' : pay.status === 'Overdue' ? 'cp-status-warn' : 'cp-status-pending'">
{{ pay.status }}
</span>
</td>
<td class="cp-text-right cp-tabular cp-text-medium">${{ pay.amount.toLocaleString() }}</td>
</tr>
</tbody>
</table>
</div>
<p v-else class="cp-empty-msg">No payment history</p>
</div>
<!-- ── ACTIVITY TAB ── -->
<div v-if="activeTab === 'activity'" class="cp-tab-content">
<div v-if="mock.activity.length > 0" class="cp-card">
<div v-for="(event, i) in mock.activity" :key="i" class="cp-row" :class="i < mock.activity.length - 1 ? 'cp-row-border' : ''">
<div class="cp-activity-dot" :style="`background: ${activityDotColor[event.type] || '#8a8a86'}`" />
<UIcon :name="activityIcon[event.type] || 'i-heroicons-ellipsis-horizontal'" class="cp-activity-icon" :style="`color: ${activityDotColor[event.type] || '#8a8a86'}`" />
<div class="cp-row-main">
<p class="cp-row-text">{{ event.text }}</p>
</div>
<span class="cp-row-date">{{ event.date }}</span>
</div>
</div>
<p v-else class="cp-empty-msg">No activity recorded</p>
</div>
<!-- ── HISTORY TAB ── -->
<div v-if="activeTab === 'history'" class="cp-tab-content">
<!-- Filter bar -->
<div class="cp-history-filters">
<button
v-for="f in [
{ id: 'all' as const, label: 'All' },
{ id: 'claim' as const, label: 'Claims' },
{ id: 'payment' as const, label: 'Payments' },
{ id: 'policy' as const, label: 'Policies' },
{ id: 'note' as const, label: 'Notes' },
{ id: 'onboarding' as const, label: 'System' },
]"
:key="f.id"
type="button"
class="cp-history-filter"
:class="historyFilter === f.id ? 'cp-history-filter-on' : 'cp-history-filter-off'"
@click="historyFilter = f.id"
>
{{ f.label }}
</button>
</div>
<div class="cp-card">
<div class="cp-card-head">
<UIcon name="i-heroicons-clock" style="width: 16px; height: 16px; color: #01696f;" />
<span>Audit Log</span>
<span class="cp-history-count">{{ filteredHistory.length }} entries</span>
</div>
<div v-if="filteredHistory.length > 0">
<div
v-for="(entry, i) in filteredHistory"
:key="i"
class="cp-history-row"
:class="i < filteredHistory.length - 1 ? 'cp-row-border' : ''"
>
<div class="cp-history-dot-col">
<div class="cp-history-dot" :style="`background: ${activityDotColor[entry.type] || '#8a8a86'}`" />
<div v-if="i < filteredHistory.length - 1" class="cp-history-line" />
</div>
<div class="cp-history-content">
<div class="cp-history-top">
<span class="cp-history-action">{{ entry.action }}</span>
<span class="cp-history-type-badge" :style="`background: ${activityDotColor[entry.type] || '#8a8a86'}18; color: ${activityDotColor[entry.type] || '#8a8a86'}`">
{{ entry.type }}
</span>
</div>
<p v-if="entry.detail" class="cp-history-detail">{{ entry.detail }}</p>
<div class="cp-history-meta">
<UIcon name="i-heroicons-user-circle" style="width: 12px; height: 12px; opacity: 0.5;" />
<span>{{ entry.actor }}</span>
<span class="cp-sep" />
<span>{{ entry.date }}</span>
</div>
</div>
</div>
</div>
<p v-else class="cp-empty-msg" style="padding: 20px;">No entries match this filter</p>
</div>
</div>
<!-- ── RELATIONSHIPS TAB ── -->
<div v-if="activeTab === 'relationships'" class="cp-tab-content">
<!-- Household Members -->
<div class="cp-card">
<div class="cp-card-head cp-card-head-compact">
<span>Household Members</span>
<UButton size="xs" color="neutral" variant="ghost" icon="i-heroicons-plus">Add</UButton>
</div>
<div class="cp-rel-empty">
<UIcon name="i-heroicons-users" class="cp-rel-empty-icon" />
<p>No linked household members</p>
</div>
</div>
<!-- Business Affiliations -->
<div class="cp-card">
<div class="cp-card-head cp-card-head-compact">
<span>Business Affiliations</span>
<UButton size="xs" color="neutral" variant="ghost" icon="i-heroicons-plus">Add</UButton>
</div>
<template v-if="hasRelationship">
<div class="cp-row">
<UIcon name="i-heroicons-building-office-2" class="cp-rel-icon" />
<div class="cp-row-main">
<p class="cp-row-title">Corporaci&oacute;n Tecnol&oacute;gica del Valle</p>
<p class="cp-row-sub">Employee &middot; Linked to cust-009</p>
</div>
<NuxtLink to="/customers/cust-009">
<UButton size="xs" color="neutral" variant="ghost" icon="i-heroicons-arrow-top-right-on-square">View</UButton>
</NuxtLink>
</div>
</template>
<template v-else>
<div class="cp-rel-empty">
<UIcon name="i-heroicons-building-office-2" class="cp-rel-empty-icon" />
<p>No business affiliations</p>
</div>
</template>
</div>
<!-- Professional Contacts -->
<div class="cp-card">
<div class="cp-card-head cp-card-head-compact">
<span>Professional Contacts</span>
<UButton size="xs" color="neutral" variant="ghost" icon="i-heroicons-plus">Add</UButton>
</div>
<div class="cp-rel-empty">
<UIcon name="i-heroicons-briefcase" class="cp-rel-empty-icon" />
<p>No professional contacts</p>
</div>
</div>
</div>
<!-- ── NOTES TAB ── -->
<div v-if="activeTab === 'notes'" class="cp-tab-content">
<!-- New note -->
<div class="cp-card">
<div class="cp-card-head">
<UIcon name="i-heroicons-pencil-square" style="width: 14px; height: 14px; color: #01696f;" />
<span>New Note</span>
</div>
<div class="cp-note-input">
<textarea v-model="newNote" class="cp-textarea" placeholder="Add a note about this customer..." rows="3" />
<div class="cp-note-actions">
<UButton size="xs" color="primary" :disabled="!newNote.trim()">Save Note</UButton>
</div>
</div>
</div>
<!-- Existing notes -->
<div class="cp-card">
<div class="cp-card-head">
<UIcon name="i-heroicons-bookmark" style="width: 14px; height: 14px; color: #01696f;" />
<span>Pinned Notes</span>
</div>
<div v-for="(note, i) in mockNotes" :key="note.id" class="cp-note-item" :class="i < mockNotes.length - 1 ? 'cp-row-border' : ''">
<div class="cp-note-header">
<span class="cp-note-author">{{ note.author }}</span>
<span class="cp-note-date">{{ note.date }}</span>
<UIcon v-if="note.pinned" name="i-heroicons-bookmark-solid" style="width: 12px; height: 12px; color: #d4a017;" />
</div>
<p class="cp-note-text">{{ note.text }}</p>
</div>
</div>
</div>
</div>
</div>
<!-- ═══ DOCUMENTS ═══ -->
<div class="cp-card">
<div class="cp-card-head">
<UIcon name="i-heroicons-folder-open" style="width: 16px; height: 16px; color: #01696f;" />
<span>Documents</span>
</div>
<div v-for="(cat, i) in documentCategories" :key="cat.name" class="cp-doc-row" :class="i < documentCategories.length - 1 ? 'cp-row-border' : ''">
<UIcon :name="cat.icon" class="cp-doc-icon" />
<span class="cp-doc-name">{{ cat.name }}</span>
<span class="cp-doc-count">{{ cat.count }}</span>
<UButton size="xs" color="neutral" variant="ghost" :disabled="cat.count === 0">View</UButton>
</div>
</div>
</div>
</template>
<style scoped>
/* ═══ Page layout ═══ */
.cp-page {
display: flex;
flex-direction: column;
gap: 20px;
padding-top: 8px;
}
/* ═══ Header ═══ */
.cp-header {
display: flex;
align-items: flex-start;
justify-content: space-between;
gap: 16px;
flex-wrap: wrap;
}
.cp-header-left {
display: flex;
align-items: center;
gap: 16px;
}
.cp-header-info {
min-width: 0;
}
.cp-avatar {
width: 52px;
height: 52px;
border-radius: 12px;
background: rgba(1, 105, 111, 0.08);
color: #01696f;
display: flex;
align-items: center;
justify-content: center;
font-size: 17px;
font-weight: 600;
flex-shrink: 0;
}
.cp-header-name-row {
display: flex;
align-items: center;
gap: 8px;
flex-wrap: wrap;
}
.cp-name {
font-size: 20px;
font-weight: 600;
letter-spacing: -0.01em;
color: var(--text-primary);
}
.cp-type-badge {
font-size: 11px;
font-weight: 600;
padding: 2px 8px;
border-radius: 6px;
background: rgba(1, 105, 111, 0.06);
color: #01696f;
}
.cp-tier-badge {
font-size: 10px;
font-weight: 600;
padding: 2px 8px;
border-radius: 9999px;
}
.cp-tier-customer {
background: rgba(15, 123, 95, 0.08);
color: #0f7b5f;
}
.cp-tier-lead {
background: rgba(1, 105, 111, 0.08);
color: #01696f;
}
.cp-tier-quick-lead {
background: rgba(0, 0, 0, 0.04);
color: #8a8a86;
}
.cp-tier-cancelled {
background: rgba(193, 56, 56, 0.08);
color: #c13838;
}
.cp-tag {
font-size: 10px;
font-weight: 500;
padding: 2px 6px;
border-radius: 4px;
background: rgba(0, 0, 0, 0.04);
color: var(--text-muted);
}
.cp-header-meta {
margin-top: 4px;
display: flex;
align-items: center;
gap: 8px;
flex-wrap: wrap;
font-size: 12px;
color: var(--text-muted);
}
.cp-sep {
width: 3px;
height: 3px;
border-radius: 50%;
background: rgba(0, 0, 0, 0.15);
flex-shrink: 0;
}
.cp-header-actions {
display: flex;
gap: 8px;
flex-shrink: 0;
align-items: center;
}
/* ═══ Card ═══ */
.cp-card {
border-radius: 12px;
border: 1px solid rgba(0, 0, 0, 0.06);
background: #ffffff;
box-shadow: 0 1px 3px rgba(0, 0, 0, 0.03);
overflow: hidden;
}
.cp-card-hover {
transition: all 150ms ease;
cursor: pointer;
}
.cp-card-hover:hover {
box-shadow: 0 2px 8px rgba(0, 0, 0, 0.06);
border-color: rgba(1, 105, 111, 0.15);
}
.cp-card-historical {
opacity: 0.65;
}
.cp-card-head {
display: flex;
align-items: center;
gap: 8px;
padding: 14px 20px;
border-bottom: 1px solid rgba(0, 0, 0, 0.06);
font-size: 13px;
font-weight: 600;
color: var(--text-primary);
}
.cp-card-head-compact {
justify-content: space-between;
}
/* ═══ Account Orientation ═══ */
.cp-orient-dot {
width: 7px;
height: 7px;
border-radius: 50%;
flex-shrink: 0;
}
.cp-dot-green {
background: #0f7b5f;
}
.cp-dot-gray {
background: #8a8a86;
}
.cp-orient-good {
color: #0f7b5f;
}
.cp-orient-warn {
color: #c27b1a;
}
.cp-orient-bad {
color: #c13838;
}
.cp-orient-muted {
color: var(--text-muted);
}
.cp-orient-tag {
font-size: 10px;
font-weight: 600;
padding: 2px 6px;
border-radius: 4px;
background: rgba(1, 105, 111, 0.06);
color: #01696f;
}
.cp-gap-chip {
font-size: 10px;
font-weight: 500;
padding: 1px 6px;
border-radius: 4px;
background: rgba(193, 56, 56, 0.06);
color: #964219;
}
/* ═══ KPI Strip ═══ */
.cp-kpi-strip {
display: flex;
align-items: stretch;
border-radius: 12px;
border: 1px solid rgba(0, 0, 0, 0.06);
background: #ffffff;
box-shadow: 0 1px 3px rgba(0, 0, 0, 0.03);
overflow: hidden;
}
.cp-kpi {
flex: 1;
padding: 16px 20px;
min-width: 0;
}
.cp-kpi-div {
width: 1px;
background: rgba(0, 0, 0, 0.06);
margin: 12px 0;
}
.cp-kpi-label {
font-size: 11px;
font-weight: 600;
text-transform: uppercase;
letter-spacing: 0.04em;
color: #8a8a86;
}
.cp-kpi-value {
margin-top: 4px;
font-size: 20px;
font-weight: 600;
color: var(--text-primary);
font-variant-numeric: tabular-nums;
}
.cp-kpi-good {
color: #0f7b5f;
}
.cp-kpi-bad {
color: #c13838;
}
.cp-kpi-warn {
color: #c27b1a;
}
.cp-kpi-sub {
margin-top: 2px;
font-size: 11px;
color: var(--text-muted);
}
@media (max-width: 1023px) {
.cp-kpi-strip {
flex-wrap: wrap;
}
.cp-kpi {
min-width: 45%;
}
.cp-kpi-div {
display: none;
}
}
/* ═══ Service Actions ═══ */
.cp-service-grid {
display: grid;
grid-template-columns: repeat(3, 1fr);
gap: 0;
}
.cp-service-section {
padding: 16px 20px;
border-right: 1px solid rgba(0, 0, 0, 0.06);
}
.cp-service-section:last-child {
border-right: none;
}
.cp-service-title {
font-size: 11px;
font-weight: 600;
text-transform: uppercase;
letter-spacing: 0.04em;
color: #8a8a86;
margin-bottom: 12px;
}
.cp-timeline {
display: flex;
flex-direction: column;
gap: 12px;
}
.cp-timeline-item {
display: flex;
gap: 10px;
align-items: flex-start;
}
.cp-timeline-dot {
width: 8px;
height: 8px;
border-radius: 50%;
flex-shrink: 0;
margin-top: 5px;
}
.cp-timeline-content {
min-width: 0;
}
.cp-timeline-text {
font-size: 12px;
color: var(--text-primary);
line-height: 1.4;
}
.cp-timeline-date {
font-size: 11px;
color: var(--text-muted);
margin-top: 1px;
}
.cp-action-list {
display: flex;
flex-direction: column;
gap: 10px;
}
.cp-action-item {
display: flex;
align-items: center;
gap: 8px;
}
.cp-action-icon {
width: 16px;
height: 16px;
flex-shrink: 0;
color: #8a8a86;
}
.cp-icon-green {
color: #0f7b5f;
}
.cp-action-text {
font-size: 12px;
color: var(--text-primary);
min-width: 0;
overflow: hidden;
text-overflow: ellipsis;
white-space: nowrap;
flex: 1;
}
.cp-action-date {
font-size: 11px;
color: var(--text-muted);
flex-shrink: 0;
}
.cp-empty-msg {
font-size: 12px;
color: var(--text-muted);
padding: 8px 0;
}
@media (max-width: 767px) {
.cp-service-grid {
grid-template-columns: 1fr;
}
.cp-service-section {
border-right: none;
border-bottom: 1px solid rgba(0, 0, 0, 0.06);
}
.cp-service-section:last-child {
border-bottom: none;
}
}
/* ═══ Main Grid ═══ */
.cp-main-grid {
display: grid;
gap: 20px;
grid-template-columns: 1fr;
}
@media (min-width: 1024px) {
.cp-main-grid {
grid-template-columns: 1fr 2fr;
}
}
.cp-details-col {
align-self: start;
}
.cp-tabbed-col {
display: flex;
flex-direction: column;
gap: 16px;
}
/* ═══ Details ═══ */
.cp-detail-list {
padding: 4px 0;
}
.cp-detail-row {
display: flex;
justify-content: space-between;
align-items: baseline;
gap: 12px;
padding: 8px 20px;
}
.cp-detail-row:hover {
background: rgba(0, 0, 0, 0.015);
}
.cp-detail-label {
font-size: 12px;
color: var(--text-muted);
flex-shrink: 0;
}
.cp-detail-value {
font-size: 13px;
color: var(--text-primary);
text-align: right;
min-width: 0;
overflow: hidden;
text-overflow: ellipsis;
white-space: nowrap;
}
.cp-mono {
font-family: monospace;
font-size: 12px;
}
/* ═══ Tabs ═══ */
.cp-tabs {
display: inline-flex;
gap: 2px;
padding: 3px;
border-radius: 10px;
background: rgba(0, 0, 0, 0.04);
flex-wrap: wrap;
}
.cp-tab {
display: inline-flex;
align-items: center;
gap: 5px;
padding: 6px 14px;
border-radius: 8px;
font-size: 13px;
font-weight: 500;
border: none;
cursor: pointer;
transition: all 150ms ease;
}
.cp-tab-on {
background: #fff;
color: var(--text-primary);
box-shadow: 0 1px 3px rgba(0, 0, 0, 0.08);
}
.cp-tab-off {
background: transparent;
color: var(--text-muted);
}
.cp-tab-off:hover {
color: var(--text-primary);
}
.cp-tab-count {
font-size: 10px;
font-weight: 600;
padding: 1px 5px;
border-radius: 9999px;
background: rgba(0, 0, 0, 0.06);
color: var(--text-muted);
}
.cp-tab-count-on {
background: rgba(1, 105, 111, 0.1);
color: #01696f;
}
.cp-tab-content {
display: flex;
flex-direction: column;
gap: 12px;
}
/* ═══ Coverage bar ═══ */
.cp-coverage-bar {
display: flex;
align-items: center;
gap: 14px;
padding: 10px 16px;
border-radius: 8px;
background: rgba(0, 0, 0, 0.02);
flex-wrap: wrap;
}
.cp-coverage-label {
font-size: 11px;
font-weight: 600;
text-transform: uppercase;
letter-spacing: 0.04em;
color: #8a8a86;
}
.cp-coverage-dot-wrap {
display: flex;
align-items: center;
gap: 4px;
}
.cp-coverage-dot {
width: 8px;
height: 8px;
border-radius: 50%;
}
.cp-coverage-active {
background: #01696f;
}
.cp-coverage-inactive {
background: rgba(0, 0, 0, 0.1);
}
.cp-coverage-line-label {
font-size: 11px;
color: var(--text-primary);
}
.cp-coverage-line-missing {
color: var(--text-muted);
text-decoration: line-through;
}
/* ═══ Coverage gap CTA ═══ */
.cp-gap-cta {
padding: 10px 14px;
border-radius: 10px;
background: rgba(217,119,6,0.04);
border: 1px solid rgba(217,119,6,0.12);
}
.cp-gap-quote-btn {
display: inline-flex;
align-items: center;
gap: 4px;
padding: 3px 10px;
font-size: 11px;
font-weight: 600;
color: #01696f;
background: rgba(1,105,111,0.06);
border-radius: 6px;
text-decoration: none;
transition: background 150ms ease;
}
.cp-gap-quote-btn:hover {
background: rgba(1,105,111,0.12);
}
/* ═══ Policy cards ═══ */
.cp-policy-group {
display: flex;
flex-direction: column;
gap: 8px;
}
.cp-group-label {
font-size: 11px;
font-weight: 600;
text-transform: uppercase;
letter-spacing: 0.04em;
color: #8a8a86;
padding: 4px 0;
}
.cp-policy-row {
display: flex;
align-items: flex-start;
gap: 12px;
padding: 16px;
}
.cp-pol-icon {
width: 36px;
height: 36px;
border-radius: 10px;
background: rgba(1, 105, 111, 0.06);
color: #01696f;
display: flex;
align-items: center;
justify-content: center;
flex-shrink: 0;
}
.cp-pol-icon-muted {
background: rgba(0, 0, 0, 0.04);
color: #8a8a86;
}
.cp-pol-info {
min-width: 0;
flex: 1;
}
.cp-pol-name-row {
display: flex;
align-items: center;
gap: 8px;
flex-wrap: wrap;
}
.cp-pol-product {
font-size: 14px;
font-weight: 500;
color: var(--text-primary);
}
.cp-line-badge {
font-size: 10px;
font-weight: 600;
padding: 1px 6px;
border-radius: 4px;
background: rgba(1, 105, 111, 0.06);
color: #01696f;
}
.cp-status-active {
font-size: 10px;
font-weight: 600;
padding: 1px 6px;
border-radius: 9999px;
background: rgba(15, 123, 95, 0.08);
color: #0f7b5f;
}
.cp-status-pending-badge {
font-size: 10px;
font-weight: 600;
padding: 1px 6px;
border-radius: 9999px;
background: rgba(194, 123, 26, 0.08);
color: #964219;
}
.cp-status-cancelled {
font-size: 10px;
font-weight: 600;
padding: 1px 6px;
border-radius: 9999px;
background: rgba(193, 56, 56, 0.06);
color: #c13838;
}
.cp-pol-meta {
margin-top: 4px;
display: flex;
align-items: center;
gap: 8px;
flex-wrap: wrap;
font-size: 12px;
color: var(--text-muted);
}
.cp-pol-details {
margin-top: 4px;
font-size: 11px;
color: var(--text-muted);
}
.cp-pol-premium {
text-align: right;
flex-shrink: 0;
}
.cp-pol-amount {
font-size: 15px;
font-weight: 600;
font-variant-numeric: tabular-nums;
color: var(--text-primary);
}
.cp-pol-period {
font-size: 11px;
color: var(--text-muted);
}
.cp-historical-toggle {
display: flex;
align-items: center;
gap: 6px;
font-size: 12px;
font-weight: 600;
color: var(--text-muted);
background: none;
border: none;
cursor: pointer;
padding: 4px 0;
}
.cp-historical-toggle:hover {
color: var(--text-primary);
}
/* ═══ Rows / Claims / Activity ═══ */
.cp-row {
display: flex;
align-items: center;
gap: 12px;
padding: 14px 20px;
}
.cp-row-border {
border-bottom: 1px solid rgba(0, 0, 0, 0.04);
}
.cp-row:hover {
background: rgba(0, 0, 0, 0.015);
}
.cp-row-main {
min-width: 0;
flex: 1;
}
.cp-row-top {
display: flex;
align-items: center;
gap: 8px;
}
.cp-row-title {
font-size: 13px;
font-weight: 500;
color: var(--text-primary);
}
.cp-row-sub {
margin-top: 2px;
font-size: 12px;
color: var(--text-muted);
}
.cp-row-text {
font-size: 13px;
color: var(--text-primary);
}
.cp-row-date {
flex-shrink: 0;
font-size: 11px;
color: var(--text-muted);
}
.cp-row-amount {
font-size: 14px;
font-weight: 500;
font-variant-numeric: tabular-nums;
color: var(--text-primary);
flex-shrink: 0;
}
.cp-status {
font-size: 10px;
font-weight: 600;
padding: 1px 6px;
border-radius: 9999px;
white-space: nowrap;
}
.cp-status-ok {
background: rgba(15, 123, 95, 0.08);
color: #0f7b5f;
}
.cp-status-warn {
background: rgba(194, 123, 26, 0.08);
color: #964219;
}
.cp-status-bad {
background: rgba(193, 56, 56, 0.08);
color: #c13838;
}
.cp-status-pending {
background: rgba(0, 0, 0, 0.04);
color: #8a8a86;
}
.cp-activity-dot {
width: 8px;
height: 8px;
border-radius: 50%;
flex-shrink: 0;
}
.cp-activity-icon {
width: 16px;
height: 16px;
flex-shrink: 0;
}
/* ═══ Table ═══ */
.cp-table {
width: 100%;
border-collapse: collapse;
font-size: 13px;
}
.cp-table th {
text-align: left;
padding: 10px 16px;
font-size: 11px;
font-weight: 600;
text-transform: uppercase;
letter-spacing: 0.04em;
color: #8a8a86;
border-bottom: 1px solid rgba(0, 0, 0, 0.06);
}
.cp-table td {
padding: 10px 16px;
color: var(--text-primary);
border-bottom: 1px solid rgba(0, 0, 0, 0.04);
}
.cp-table tr:last-child td {
border-bottom: none;
}
.cp-table tr:hover td {
background: rgba(0, 0, 0, 0.015);
}
/* ═══ Relationships ═══ */
.cp-rel-empty {
display: flex;
flex-direction: column;
align-items: center;
gap: 8px;
padding: 28px 20px;
color: var(--text-muted);
font-size: 12px;
}
.cp-rel-empty-icon {
width: 24px;
height: 24px;
color: rgba(0, 0, 0, 0.12);
}
.cp-rel-icon {
width: 20px;
height: 20px;
color: #01696f;
flex-shrink: 0;
}
/* ═══ Notes ═══ */
.cp-note-input {
padding: 16px 20px;
}
.cp-textarea {
width: 100%;
border: 1px solid rgba(0, 0, 0, 0.1);
border-radius: 8px;
padding: 10px 12px;
font-size: 13px;
color: var(--text-primary);
background: #ffffff;
resize: vertical;
outline: none;
font-family: inherit;
transition: border-color 150ms ease;
}
.cp-textarea:focus {
border-color: #01696f;
}
.cp-textarea::placeholder {
color: var(--text-muted);
}
.cp-note-actions {
display: flex;
justify-content: flex-end;
margin-top: 10px;
}
.cp-note-item {
padding: 14px 20px;
}
.cp-note-header {
display: flex;
align-items: center;
gap: 8px;
margin-bottom: 6px;
}
.cp-note-author {
font-size: 12px;
font-weight: 600;
color: var(--text-primary);
}
.cp-note-date {
font-size: 11px;
color: var(--text-muted);
}
.cp-note-text {
font-size: 13px;
color: var(--text-primary);
line-height: 1.5;
}
/* ═══ Documents ═══ */
.cp-doc-row {
display: flex;
align-items: center;
gap: 12px;
padding: 12px 20px;
}
.cp-doc-row:hover {
background: rgba(0, 0, 0, 0.015);
}
.cp-doc-icon {
width: 18px;
height: 18px;
color: #01696f;
flex-shrink: 0;
}
.cp-doc-name {
font-size: 13px;
color: var(--text-primary);
flex: 1;
}
.cp-doc-count {
font-size: 11px;
font-weight: 600;
padding: 1px 6px;
border-radius: 9999px;
background: rgba(0, 0, 0, 0.04);
color: var(--text-muted);
}
/* ═══ Utility ═══ */
.cp-text-right {
text-align: right;
}
.cp-text-muted {
color: var(--text-muted);
}
.cp-text-xs {
font-size: 11px;
}
.cp-text-medium {
font-weight: 500;
}
.cp-tabular {
font-variant-numeric: tabular-nums;
}
/* ═══ Sales Agent Assignment ═══ */
.cp-detail-row-agent {
align-items: center;
padding: 6px 20px;
}
.cp-agent-assign {
display: flex;
align-items: center;
gap: 6px;
}
.cp-agent-select {
width: 220px;
font-size: 12px;
}
.cp-agent-link {
display: flex;
align-items: center;
justify-content: center;
width: 24px;
height: 24px;
border-radius: 6px;
color: #01696f;
transition: background 150ms ease;
}
.cp-agent-link:hover {
background: rgba(1, 105, 111, 0.06);
}
/* ═══ History / Audit Log ═══ */
.cp-history-filters {
display: inline-flex;
gap: 2px;
padding: 3px;
border-radius: 10px;
background: rgba(0, 0, 0, 0.04);
margin-bottom: 8px;
}
.cp-history-filter {
padding: 5px 12px;
border-radius: 8px;
font-size: 12px;
font-weight: 500;
border: none;
cursor: pointer;
transition: all 150ms ease;
}
.cp-history-filter-on {
background: #fff;
color: var(--text-primary);
box-shadow: 0 1px 3px rgba(0, 0, 0, 0.08);
}
.cp-history-filter-off {
background: transparent;
color: var(--text-muted);
}
.cp-history-filter-off:hover {
color: var(--text-primary);
}
.cp-history-count {
margin-left: auto;
font-size: 11px;
font-weight: 500;
color: var(--text-muted);
}
.cp-history-row {
display: flex;
gap: 0;
padding: 0;
}
.cp-history-dot-col {
display: flex;
flex-direction: column;
align-items: center;
width: 40px;
flex-shrink: 0;
padding-top: 18px;
}
.cp-history-dot {
width: 10px;
height: 10px;
border-radius: 50%;
flex-shrink: 0;
z-index: 1;
}
.cp-history-line {
width: 2px;
flex: 1;
background: rgba(0, 0, 0, 0.06);
margin-top: 4px;
}
.cp-history-content {
flex: 1;
min-width: 0;
padding: 14px 16px 14px 0;
}
.cp-history-top {
display: flex;
align-items: center;
gap: 8px;
flex-wrap: wrap;
}
.cp-history-action {
font-size: 13px;
font-weight: 500;
color: var(--text-primary);
}
.cp-history-type-badge {
font-size: 9px;
font-weight: 700;
text-transform: uppercase;
letter-spacing: 0.04em;
padding: 1px 6px;
border-radius: 4px;
}
.cp-history-detail {
margin-top: 3px;
font-size: 12px;
color: var(--text-muted);
}
.cp-history-meta {
margin-top: 4px;
display: flex;
align-items: center;
gap: 5px;
font-size: 11px;
color: var(--text-muted);
}
/* ═══ Account Orientation (warm redesign) ═══ */
.cp-orient-card {
display: grid;
grid-template-columns: 1fr 1fr;
gap: 0;
border-radius: 12px;
border: 1px solid rgba(0, 0, 0, 0.06);
background: #ffffff;
box-shadow: 0 1px 3px rgba(0, 0, 0, 0.03);
overflow: hidden;
}
.cp-orient-summary {
padding: 20px;
display: flex;
flex-direction: column;
gap: 16px;
}
.cp-grade-badge {
display: inline-flex;
align-items: center;
gap: 10px;
padding: 10px 16px;
border-radius: 10px;
border: 1.5px solid;
align-self: flex-start;
}
.cp-grade-name {
font-size: 14px;
font-weight: 700;
}
.cp-grade-score {
font-size: 11px;
color: var(--text-muted);
margin-top: 1px;
}
.cp-orient-facts {
display: flex;
flex-direction: column;
gap: 8px;
}
.cp-orient-fact {
display: flex;
align-items: center;
justify-content: space-between;
gap: 12px;
}
.cp-orient-fact-label {
font-size: 12px;
color: var(--text-muted);
}
.cp-orient-fact-value {
font-size: 13px;
color: var(--text-primary);
display: flex;
align-items: center;
gap: 6px;
flex-wrap: wrap;
}
.cp-orient-events {
padding: 20px;
border-left: 1px solid rgba(0, 0, 0, 0.06);
display: flex;
flex-direction: column;
gap: 10px;
}
.cp-orient-events-title {
font-size: 11px;
font-weight: 600;
text-transform: uppercase;
letter-spacing: 0.04em;
color: #8a8a86;
display: flex;
align-items: center;
gap: 6px;
}
.cp-events-list {
display: flex;
flex-direction: column;
gap: 6px;
}
.cp-event-item {
display: flex;
align-items: flex-start;
gap: 8px;
padding: 6px 10px;
border-radius: 8px;
font-size: 12px;
}
.cp-event-clickable {
cursor: pointer;
transition: background 150ms ease;
}
.cp-event-clickable:hover {
background: rgba(1, 105, 111, 0.06);
}
.cp-event-upcoming {
background: rgba(0, 0, 0, 0.02);
color: var(--text-primary);
}
.cp-event-urgent {
background: rgba(193, 56, 56, 0.05);
color: #964219;
}
.cp-event-action {
background: rgba(194, 123, 26, 0.05);
color: #964219;
}
.cp-event-label {
flex: 1;
min-width: 0;
}
.cp-event-date {
font-weight: 600;
flex-shrink: 0;
font-size: 11px;
}
.cp-orient-quiet {
font-size: 12px;
color: var(--text-muted);
font-style: italic;
}
@media (max-width: 767px) {
.cp-orient-card {
grid-template-columns: 1fr;
}
.cp-orient-events {
border-left: none;
border-top: 1px solid rgba(0, 0, 0, 0.06);
}
}
/* ═══ Quick Policy Access ═══ */
.cp-quick-policies {
border-radius: 12px;
border: 1px solid rgba(0, 0, 0, 0.06);
background: #ffffff;
box-shadow: 0 1px 3px rgba(0, 0, 0, 0.03);
overflow: hidden;
}
.cp-quick-pol-head {
display: flex;
align-items: center;
justify-content: space-between;
gap: 12px;
padding: 12px 20px;
border-bottom: 1px solid rgba(0, 0, 0, 0.06);
flex-wrap: wrap;
}
.cp-quick-pol-title {
display: flex;
align-items: center;
gap: 8px;
font-size: 13px;
font-weight: 600;
color: var(--text-primary);
}
.cp-quick-pol-count {
font-size: 11px;
font-weight: 500;
color: var(--text-muted);
padding: 1px 8px;
border-radius: 9999px;
background: rgba(1, 105, 111, 0.06);
color: #01696f;
}
.cp-quick-pol-actions {
display: flex;
gap: 6px;
}
.cp-quick-pol-grid {
display: grid;
grid-template-columns: repeat(auto-fill, minmax(280px, 1fr));
gap: 0;
}
.cp-quick-pol-chip {
display: flex;
align-items: center;
gap: 10px;
padding: 12px 20px;
border-bottom: 1px solid rgba(0, 0, 0, 0.04);
border-right: 1px solid rgba(0, 0, 0, 0.04);
transition: background 150ms ease;
cursor: pointer;
}
.cp-quick-pol-chip:hover {
background: rgba(0, 0, 0, 0.015);
}
.cp-quick-pol-icon {
width: 32px;
height: 32px;
border-radius: 8px;
display: flex;
align-items: center;
justify-content: center;
flex-shrink: 0;
color: #01696f;
}
.cp-quick-pol-info {
flex: 1;
min-width: 0;
}
.cp-quick-pol-name {
font-size: 13px;
font-weight: 500;
color: var(--text-primary);
}
.cp-quick-pol-id {
font-size: 11px;
color: var(--text-muted);
font-family: monospace;
}
.cp-quick-pol-right {
display: flex;
align-items: center;
gap: 8px;
flex-shrink: 0;
}
.cp-quick-pol-premium {
font-size: 13px;
font-weight: 600;
color: var(--text-primary);
font-variant-numeric: tabular-nums;
}
.cp-quick-pol-dl {
width: 28px;
height: 28px;
border-radius: 8px;
border: none;
background: rgba(1, 105, 111, 0.06);
color: #01696f;
display: flex;
align-items: center;
justify-content: center;
cursor: pointer;
transition: all 150ms ease;
}
.cp-quick-pol-dl:hover {
background: rgba(1, 105, 111, 0.12);
}
</style>