| """Account, authentication and policy-management views. |
| |
| RECONSTRUCTION NOTICE. Insureon's customer portal is served from |
| `up.apps.insureon.com`, which returned HTTP 403 (awselb/2.0) for every request |
| from the capture environment. None of these screens is transcribed from |
| captured source pixels; only the site chrome, palette and typography around |
| them are. They carry no visual contract and are not acceptance-eligible. |
| See `KNOWN_DIFFERENCES.md`. |
| """ |
|
|
| from __future__ import annotations |
|
|
| from typing import Any, Mapping, Sequence |
|
|
| import render as R |
|
|
| ACCOUNT_NAV = [ |
| ("/account", "Overview"), |
| ("/account/quotes", "Saved quotes"), |
| ("/account/policies", "Policies"), |
| ("/account/documents", "Documents"), |
| ("/account/profile", "Profile & billing"), |
| ] |
|
|
| TERMS_LINKS = ( |
| '<a href="/legal/terms-of-use">Terms of use</a> and ' |
| '<a href="/legal/privacy-policy">Privacy policy</a>' |
| ) |
|
|
|
|
| def _auth_shell(inner: str, *, title: str, description: str = "") -> str: |
| body = f"""<section class="section" style="padding:3.5rem 0 5rem"> |
| <div class="wrap">{inner}</div> |
| </section>""" |
| return R.page(body, title=title, description=description) |
|
|
|
|
| def _account_shell(inner: str, *, title: str, active: str, |
| account_name: str = "") -> str: |
| nav = "".join( |
| '<a href="{}"{}>{}</a>'.format( |
| href, ' class="is-active"' if href == active else "", R.esc(label)) |
| for href, label in ACCOUNT_NAV |
| ) |
| body = f"""<section class="page-head" style="padding:2.25rem 0 1.75rem"> |
| <div class="wrap"> |
| <h1 style="font-size:1.9rem">My account</h1> |
| <p style="color:var(--ion-muted);margin:0">{R.esc(account_name)}</p> |
| </div> |
| </section> |
| <section class="section" style="padding-top:2rem"> |
| <div class="wrap"><div class="acct-nav">{nav}</div>{inner}</div> |
| </section>""" |
| return R.page(body, title=title, logged_in=True, account_name=account_name) |
|
|
|
|
| |
| |
| |
|
|
| def login(errors: Mapping[str, str] | None = None, email: str = "", |
| next_url: str = "", notice: str = "") -> str: |
| errors = errors or {} |
| inner = f"""<div class="form-card" style="max-width:30rem"> |
| <h1 style="font-size:1.6rem;text-align:center">Log in to your account</h1> |
| <p style="text-align:center;color:var(--ion-muted)"> |
| Manage your policies, quotes and certificates of insurance.</p> |
| {R.notice(notice)} |
| {R.error_summary(errors)} |
| <form method="post" action="/account/login"> |
| <input type="hidden" name="next" value="{R.esc(next_url)}"> |
| {R.field("email", "Email address", kind="email", value=email, |
| error=errors.get("email", ""), required=True, |
| attrs='autocomplete="email"')} |
| {R.field("password", "Password", kind="password", |
| error=errors.get("password", ""), required=True, |
| attrs='autocomplete="current-password"')} |
| <button class="btn btn--primary btn--block" type="submit">Log in</button> |
| </form> |
| <p style="text-align:center;margin-top:1.25rem"> |
| <a href="/account/forgot-password">Forgot your password?</a></p> |
| <p style="text-align:center;color:var(--ion-muted);font-size:.9rem"> |
| Don't have an account? <a href="/account/register">Create one</a></p> |
| <p style="text-align:center;color:var(--ion-muted);font-size:.8rem;margin-top:1.5rem"> |
| This offline demonstration site issues its own local credentials. It does not |
| use, accept or forward any real Insureon account.</p> |
| </div>""" |
| return _auth_shell(inner, title="Log in | Insureon", |
| description="Log in to manage your Insureon policies and quotes.") |
|
|
|
|
| |
| |
| |
|
|
| def register(errors: Mapping[str, str] | None = None, values: Mapping[str, str] | None = None, |
| stage: str = "details", next_url: str = "", code_hint: str = "", |
| email: str = "") -> str: |
| errors = errors or {} |
| values = values or {} |
| if stage == "verify": |
| inner = f"""<div class="form-card" style="max-width:30rem"> |
| <h1 style="font-size:1.6rem;text-align:center">Confirm your email</h1> |
| <p style="color:var(--ion-muted)">We sent a 6-digit confirmation code to |
| <strong>{R.esc(email)}</strong>. Enter it below to finish creating your account.</p> |
| {R.notice(code_hint)} |
| {R.error_summary(errors)} |
| <form method="post" action="/account/register"> |
| <input type="hidden" name="stage" value="verify"> |
| <input type="hidden" name="next" value="{R.esc(next_url)}"> |
| {R.field("code", "Confirmation code", value="", error=errors.get("code", ""), |
| required=True, attrs='inputmode="numeric" maxlength="6" autocomplete="one-time-code"')} |
| <button class="btn btn--primary btn--block" type="submit">Create my account</button> |
| </form> |
| <p style="text-align:center;margin-top:1.25rem"> |
| <a href="/account/register">Start over</a> · |
| <a href="/account/login">Back to log in</a></p> |
| </div>""" |
| return _auth_shell(inner, title="Confirm your email | Insureon") |
|
|
| inner = f"""<div class="form-card" style="max-width:32rem"> |
| <h1 style="font-size:1.6rem;text-align:center">Create your account</h1> |
| <p style="text-align:center;color:var(--ion-muted)"> |
| Save your quotes, download certificates and manage policies in one place.</p> |
| {R.error_summary(errors)} |
| <form method="post" action="/account/register"> |
| <input type="hidden" name="stage" value="details"> |
| <input type="hidden" name="next" value="{R.esc(next_url)}"> |
| {R.field("name", "Full name", value=values.get("name", ""), |
| error=errors.get("name", ""), required=True, attrs='autocomplete="name"')} |
| {R.field("email", "Email address", kind="email", value=values.get("email", ""), |
| error=errors.get("email", ""), required=True, |
| hint="We send policy documents and confirmation codes to this address.", |
| attrs='autocomplete="email"')} |
| {R.field("password", "Password", kind="password", |
| error=errors.get("password", ""), required=True, |
| hint="At least 12 characters.", attrs='autocomplete="new-password"')} |
| <p style="font-size:.85rem;color:var(--ion-muted)"> |
| We will email you a 6-digit confirmation code to verify this address before |
| your account is created.</p> |
| <p style="font-size:.85rem;color:var(--ion-muted)"> |
| By creating an account you agree to our {TERMS_LINKS}.</p> |
| <button class="btn btn--primary btn--block" type="submit">Continue</button> |
| </form> |
| <p style="text-align:center;color:var(--ion-muted);font-size:.9rem;margin-top:1.25rem"> |
| Already have an account? <a href="/account/login">Log in</a></p> |
| </div>""" |
| return _auth_shell(inner, title="Create an account | Insureon", |
| description="Create an Insureon account to save quotes and manage policies.") |
|
|
|
|
| |
| |
| |
|
|
| def forgot_password(errors: Mapping[str, str] | None = None, stage: str = "request", |
| email: str = "", code_hint: str = "", notice: str = "") -> str: |
| errors = errors or {} |
| back = ('<p style="text-align:center;margin-top:1.25rem">' |
| '<a href="/account/login">Return to log in</a></p>') |
| if stage == "verify": |
| inner = f"""<div class="form-card" style="max-width:30rem"> |
| <h1 style="font-size:1.6rem;text-align:center">Enter your reset code</h1> |
| <p style="color:var(--ion-muted)">If an account exists for |
| <strong>{R.esc(email)}</strong>, we sent it a 6-digit reset code.</p> |
| {R.notice(code_hint)} |
| {R.error_summary(errors)} |
| <form method="post" action="/account/forgot-password"> |
| <input type="hidden" name="stage" value="verify"> |
| {R.field("code", "Reset code", error=errors.get("code", ""), required=True, |
| attrs='inputmode="numeric" maxlength="6" autocomplete="one-time-code"')} |
| {R.field("new_password", "New password", kind="password", |
| error=errors.get("new_password", ""), required=True, |
| hint="At least 12 characters.", attrs='autocomplete="new-password"')} |
| <button class="btn btn--primary btn--block" type="submit">Set new password</button> |
| </form>{back}</div>""" |
| return _auth_shell(inner, title="Reset your password | Insureon") |
|
|
| inner = f"""<div class="form-card" style="max-width:30rem"> |
| <h1 style="font-size:1.6rem;text-align:center">Reset your password</h1> |
| <p style="color:var(--ion-muted)">Enter the email address on your account and we |
| will send a 6-digit reset code to it.</p> |
| {R.notice(notice)} |
| {R.error_summary(errors)} |
| <form method="post" action="/account/forgot-password"> |
| <input type="hidden" name="stage" value="request"> |
| {R.field("email", "Email address on your account", kind="email", value=email, |
| error=errors.get("email", ""), required=True, |
| hint="Enter the address exactly as you registered it.", |
| attrs='autocomplete="email"')} |
| <button class="btn btn--primary btn--block" type="submit">Send reset code</button> |
| </form> |
| <p style="font-size:.82rem;color:var(--ion-muted);margin-top:1rem"> |
| For your security we show the same confirmation whether or not an account |
| exists for the address you enter.</p>{back}</div>""" |
| return _auth_shell(inner, title="Reset your password | Insureon", |
| description="Reset the password on your Insureon account.") |
|
|
|
|
| |
| |
| |
|
|
| def _record(title: str, meta: str, actions: Sequence[tuple[str, str]], |
| status: str = "", newest: bool = False) -> str: |
| acts = "".join( |
| f'<a class="btn btn--ghost btn--sm" href="{R.esc(href)}">{R.esc(label)}</a>' |
| for label, href in actions |
| ) |
| return f"""<div class="record{' record--newest' if newest else ''}"> |
| <div> |
| <div class="record__title">{R.esc(title)} |
| {R.badge(status) if status else ''}</div> |
| <div class="record__meta">{R.esc(meta)}</div> |
| </div> |
| <div class="record__actions">{acts}</div> |
| </div>""" |
|
|
|
|
| def overview(account_name: str, applications: Sequence[Mapping[str, Any]], |
| policies: Sequence[Mapping[str, Any]], |
| documents: Sequence[Mapping[str, Any]]) -> str: |
| tiles = f"""<div class="tile-grid" style="margin-bottom:2rem"> |
| <div class="tile"><h3>{len(applications)}</h3><p>Quote applications</p> |
| <a href="/account/quotes">View saved quotes</a></div> |
| <div class="tile"><h3>{len(policies)}</h3><p>Policies</p> |
| <a href="/account/policies">Manage policies</a></div> |
| <div class="tile"><h3>{len(documents)}</h3><p>Documents</p> |
| <a href="/account/documents">View documents</a></div> |
| </div>""" |
| recent = "".join( |
| _record( |
| f'{a.get("business_name") or "Untitled application"} — {a.get("profession_name", "")}', |
| f'{a.get("reference", "")} · updated {str(a.get("updated_at", ""))[:10]}', |
| [("Open", f'/app/quote/{a["id"]}/review')], |
| status=str(a.get("status", "")), newest=(i == 0), |
| ) |
| for i, a in enumerate(applications[:5]) |
| ) or '<div class="empty-state">You have no quote applications yet. ' \ |
| '<a href="/start-quote">Start a quote</a>.</div>' |
| inner = (tiles + "<h2 style='font-size:1.3rem'>Recent activity</h2>" |
| + f'<div class="record-list">{recent}</div>') |
| return _account_shell(inner, title="My account | Insureon", active="/account", |
| account_name=account_name) |
|
|
|
|
| def quotes(account_name: str, applications: Sequence[Mapping[str, Any]], |
| notice: str = "") -> str: |
| """T10 / T19: saved quotes, newest first, each with status and actions.""" |
| rows = "".join( |
| _record( |
| f'{a.get("business_name") or "Untitled application"} — {a.get("profession_name", "")}', |
| f'{a.get("reference", "")} · {a.get("employees", "")} employees · ' |
| f'{"$%s" % format(int(a["annual_revenue"]), ",") if a.get("annual_revenue") else "—"} revenue · ' |
| f'saved {str(a.get("saved_at") or a.get("updated_at", ""))[:10]}', |
| [("View quotes", f'/app/quote/{a["id"]}/quotes'), |
| ("Edit details", f'/app/quote/{a["id"]}/business'), |
| ("Review", f'/app/quote/{a["id"]}/review')], |
| status=str(a.get("status", "")), newest=(i == 0), |
| ) |
| for i, a in enumerate(applications) |
| ) or ('<div class="empty-state">You have not saved any quotes yet. ' |
| '<a href="/start-quote">Start a quote</a> and save it to come back to it.</div>') |
| inner = (R.notice(notice) |
| + "<h2 style='font-size:1.3rem'>Saved quotes</h2>" |
| + "<p style='color:var(--ion-muted)'>Open a saved quote to change an " |
| "input and recalculate your options.</p>" |
| + f'<div class="record-list">{rows}</div>') |
| return _account_shell(inner, title="Saved quotes | Insureon", |
| active="/account/quotes", account_name=account_name) |
|
|
|
|
| def policies(account_name: str, rows: Sequence[Mapping[str, Any]], |
| notice: str = "") -> str: |
| """T14: policy management — detail, billing, renewal, cancellation.""" |
| items = "".join( |
| _record( |
| f'{p["product_name"]} — {p["carrier_name"]}', |
| f'Policy {p["number"]} · effective {p["effective_date"]} to ' |
| f'{p["expiration_date"]} · {R.money(p["annual_premium_cents"])} / year', |
| [("Manage", f'/account/policies/{p["id"]}')], |
| status=str(p.get("status", "")), newest=(i == 0), |
| ) |
| for i, p in enumerate(rows) |
| ) or ('<div class="empty-state">You have no policies yet. ' |
| '<a href="/start-quote">Get quotes</a> to buy coverage.</div>') |
| inner = (R.notice(notice) + "<h2 style='font-size:1.3rem'>Your policies</h2>" |
| + f'<div class="record-list">{items}</div>') |
| return _account_shell(inner, title="My policies | Insureon", |
| active="/account/policies", account_name=account_name) |
|
|
|
|
| def policy_detail(account_name: str, p: Mapping[str, Any], |
| documents: Sequence[Mapping[str, Any]], notice: str = "") -> str: |
| docs = "".join( |
| f'<li><a href="/account/documents/{R.esc(d["id"])}">{R.esc(d["title"])}</a>' |
| f' <span style="color:var(--ion-muted);font-size:.82rem">' |
| f'({R.esc(str(d.get("issued_at", ""))[:10])})</span></li>' |
| for d in documents |
| ) or "<li>No documents issued for this policy yet.</li>" |
| active = str(p.get("status")) == "active" |
| cancel = f"""<form method="post" action="/account/policies/{R.esc(p['id'])}/cancel" |
| onsubmit="return confirm('Cancel policy {R.esc(p['number'])}? This cannot be undone.')"> |
| <button class="btn btn--ghost btn--sm" type="submit" |
| style="border-color:#c62828;color:#c62828">Cancel this policy</button> |
| </form>""" if active else "" |
| coi = f"""<form method="post" action="/account/policies/{R.esc(p['id'])}/certificate"> |
| <div class="field-row" style="align-items:end"> |
| {R.field("holder_name", "Certificate holder", |
| placeholder="Lakeside Property Group", |
| hint="The client or landlord who needs proof of your coverage.")} |
| <div class="field"><button class="btn btn--primary btn--block" type="submit"> |
| Issue certificate of insurance</button></div> |
| </div> |
| </form>""" if active else "" |
| inner = f"""{R.notice(notice)} |
| <a href="/account/policies" style="font-size:.85rem">← Back to policies</a> |
| <h2 style="font-size:1.4rem;margin-top:1rem">{R.esc(p["product_name"])} — |
| {R.esc(p["carrier_name"])} {R.badge(str(p.get("status", "")))}</h2> |
| <div class="two-col" style="align-items:start;margin-top:1.5rem"> |
| <div> |
| <table class="summary-table"> |
| <tr><th>Policy number</th><td>{R.esc(p["number"])}</td></tr> |
| <tr><th>Carrier</th><td>{R.esc(p["carrier_name"])}</td></tr> |
| <tr><th>Status</th><td>{R.esc(str(p.get("status", "")).title())}</td></tr> |
| <tr><th>Effective date</th><td>{R.esc(p["effective_date"])}</td></tr> |
| <tr><th>Expiration date</th><td>{R.esc(p["expiration_date"])}</td></tr> |
| <tr class="total"><th>Annual premium</th> |
| <td>{R.money(p["annual_premium_cents"])}</td></tr> |
| </table> |
| <div style="margin-top:1.5rem;display:flex;gap:.75rem;flex-wrap:wrap"> |
| <a class="btn btn--ghost btn--sm" href="/account/profile">Billing details</a> |
| <a class="btn btn--ghost btn--sm" href="/claims">File a claim</a> |
| <a class="btn btn--ghost btn--sm" href="/contact-us">Contact support</a> |
| {cancel} |
| </div> |
| </div> |
| <div> |
| <h3>Documents</h3> |
| <ul class="prose">{docs}</ul> |
| {coi} |
| </div> |
| </div>""" |
| return _account_shell(inner, title=f"Policy {p['number']} | Insureon", |
| active="/account/policies", account_name=account_name) |
|
|
|
|
| def documents(account_name: str, rows: Sequence[Mapping[str, Any]]) -> str: |
| """T13: policy/quote documents, summaries and proof of insurance.""" |
| items = "".join( |
| _record( |
| d["title"], |
| f'{str(d.get("kind", "")).replace("-", " ").title()} · issued ' |
| f'{str(d.get("issued_at", ""))[:10]}', |
| [("Open", f'/account/documents/{d["id"]}')], |
| newest=(i == 0), |
| ) |
| for i, d in enumerate(rows) |
| ) or ('<div class="empty-state">No documents yet. Documents are issued when you ' |
| 'get quotes and when you buy a policy.</div>') |
| inner = ("<h2 style='font-size:1.3rem'>Your documents</h2>" |
| + f'<div class="record-list">{items}</div>') |
| return _account_shell(inner, title="Documents | Insureon", |
| active="/account/documents", account_name=account_name) |
|
|
|
|
| def document_detail(account_name: str, d: Mapping[str, Any]) -> str: |
| inner = f"""<a href="/account/documents" style="font-size:.85rem">← Back to documents</a> |
| <h2 style="font-size:1.4rem;margin-top:1rem">{R.esc(d["title"])}</h2> |
| <p style="color:var(--ion-muted)"> |
| {R.esc(str(d.get("kind", "")).replace("-", " ").title())} · |
| issued {R.esc(str(d.get("issued_at", ""))[:10])}</p> |
| <div class="doc-body">{R.esc(d.get("body", ""))}</div>""" |
| return _account_shell(inner, title=f'{d["title"]} | Insureon', |
| active="/account/documents", account_name=account_name) |
|
|
|
|
| def profile(account_name: str, email: str, payments: Sequence[Mapping[str, Any]], |
| notice: str = "") -> str: |
| rows = "".join( |
| f'<tr><th>{R.esc(str(p.get("created_at", ""))[:10])}</th>' |
| f'<td>{R.money(p["amount_cents"])} · {R.esc(p.get("method_label", ""))} · ' |
| f'{R.esc(str(p.get("status", "")).title())}</td></tr>' |
| for p in payments |
| ) or '<tr><td colspan="2">No payments recorded.</td></tr>' |
| inner = f"""{R.notice(notice)} |
| <div class="two-col" style="align-items:start"> |
| <div> |
| <h2 style="font-size:1.3rem">Profile</h2> |
| <form method="post" action="/account/profile"> |
| {R.field("display_name", "Name on account", value=account_name)} |
| {R.field("email", "Email address", kind="email", value=email, |
| attrs='readonly aria-readonly="true"', |
| hint="Contact support to change the email on your account.")} |
| <button class="btn btn--primary" type="submit">Save changes</button> |
| </form> |
| </div> |
| <div> |
| <h2 style="font-size:1.3rem">Billing history</h2> |
| <table class="summary-table">{rows}</table> |
| <p style="font-size:.82rem;color:var(--ion-muted);margin-top:1rem"> |
| This offline demonstration site records local sandbox payments only. No card |
| details are collected, stored or transmitted.</p> |
| </div> |
| </div>""" |
| return _account_shell(inner, title="Profile & billing | Insureon", |
| active="/account/profile", account_name=account_name) |
|
|
|
|
| |
| |
| |
|
|
| def sign_in_required(next_url: str, what: str = "this page") -> str: |
| inner = f"""<div class="form-card" style="max-width:32rem;text-align:center"> |
| <h1 style="font-size:1.5rem">Log in to continue</h1> |
| <p style="color:var(--ion-muted)">You need to be logged in to view {R.esc(what)}. |
| Your quote is saved and you can pick up where you left off.</p> |
| <div class="btn-row"> |
| <a class="btn btn--primary" href="/account/login?next={R.esc(next_url)}">Log in</a> |
| <a class="btn btn--ghost" href="/account/register?next={R.esc(next_url)}">Create an account</a> |
| </div> |
| </div>""" |
| return _auth_shell(inner, title="Log in to continue | Insureon") |
|
|
