Project Detail - Insurance (project COI tab)¶
| Stage | Estimated |
|---|---|
| Status | Deferred |
| Design status | Missing |
| Estimate | 3w (L+) |
| Confidence | Low |
| Linear | PIN-59 ↗ PIN-7 ↗ |
| Linear status | Backlog |
| Design | |
| Linear epic | Project Management & Controls |
| Module | Projects ↗ |
Priority: Medium
Scope¶
Project-scoped Insurance tab on Project Detail: a COI compliance table for every vendor on the project, with status derivation and a summary count bar. Ties into the company-wide Insurance/Compliance master rather than standing alone. (Source: PIN-59, PIN-7.)
Acceptance criteria¶
- One row per project vendor: Vendor Name, COI Status, GL Limit, WC Limit, Expiry Date, status icon
- Status values: compliant, expiring soon (within 30 days), non-compliant, expired, missing — each with a distinct icon
- Summary bar: counts of compliant / non-compliant / missing / expiring
- Click a vendor row to open its vendor detail
- Empty state: "No vendors with insurance data on this project"
- Tier-2 epic (PIN-7) — deprioritized; client noted insurance has the least valuable data of the compliance surfaces
Conor's comments¶
This ties directly intoInsurance / Compliance master . Should not be separate.
Notes¶
Design canon project tab #14; cross-ref Insurance master. Schema only in monorepo
Open question for Conor¶
- Design canon MISSING — no
.dc.htmlmaps to this page. Confirm the design source: reuse an existing module export, or schedule a dedicated design pass? (F2) Confirm timing (Sep or later)