How to vibe codeComTrack

Prerequisites

• Node.jsfree

  Required runtime for the Next.js full-stack application and parser scripts

• GitHubfree

  Source code repository and deployment trigger for Vercel

• Supabase Accountfree

  Provides relational Postgres database storage, row-level security, and built-in auth for multi-tier user portals

AI coding tools

• Claude Code

  Best-in-class terminal agent for scaffolding complex relational database schemas, multi-tier state machines, and data parsing scripts

• Cursor

  Ideal code editor for inspecting parser diffs, refining ledger calculation logic, and adjusting dashboard component layouts

Build guide

1. 01Project Scaffolding & Database Schema

   Initialize the Next.js project with Tailwind CSS, configure Supabase PostgreSQL connection, and establish relational database tables for agents, carrier statements, unified ledger line items, comp plans, and hierarchy overrides.

   Scaffold a new Next.js TypeScript project using App Router and Tailwind CSS. Configure Supabase as the database client using connection pooling. Write a comprehensive Prisma or Drizzle schema (or Supabase migration SQL) for a life and health insurance commission tracking system with the following tables: `agents` (id, name, email, role, upline_id), `carriers` (id, name, code), `comp_plans` (id, name, agent_id, commission_rate, renewal_rate, chargeback_rules), `statements` (id, carrier_id, period_start, period_end, raw_file_url, status), `ledger_items` (id, statement_id, agent_id, policy_number, client_name, product_type, transaction_type [new_business/renewal], expected_amount, paid_amount, status [paid/underpaid/missing_renewal], transaction_date), and `override_splits` (id, ledger_item_id, payee_agent_id, override_amount). Include appropriate foreign keys, indexes on policy numbers and agent IDs, and RLS policies.

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2. 02Authentication & Multi-Role Portals

   Implement authentication via better-auth and construct role-based dashboards separating individual agent views from agency manager override hierarchies.

   Integrate `better-auth` into the Next.js app supporting email/password and secure session cookies. Implement role-based access control (Agent vs Manager vs Admin). Build responsive dashboard views under `/dashboard` using Tailwind CSS and shadcn/ui. For individual agents, create a clean view showing commission totals, pending payments, and historical statements. For managers, construct an override breakdown dashboard displaying downline team performance, hierarchical commission payouts, and summary metrics. Add protected layout wrappers checking user roles against Supabase permissions.

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3. 03Statement Ingestion & AI Mapping Engine

   Build file drop upload endpoints and an AI-assisted parsing pipeline that ingests messy CSV/PDF carrier statement extracts and normalizes them into the unified 'All Time' ledger.

   Build a file upload endpoint supporting CSV and PDF statement drop zones. Implement a background processing pipeline using the Vercel AI SDK and Anthropic API to parse unstructured statement text, extract key fields (policy number, client name, transaction type, commission amount, carrier name), and map them to our standardized `ledger_items` table. Include a manual review and mapping confirmation screen where users can preview parsed line items, correct discrepancies before committing them to the unified 'All Time' ledger, and handle error states for corrupted files.

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4. 04Reconciliation & Missing Renewal Detection

   Develop automated reconciliation algorithms to cross-reference submitted applications with actual commission payouts and detect silent month-to-month drops.

   Implement the reconciliation and auditing engine in Next.js server actions. Create a cross-reference module that matches submitted insurance applications against actual `ledger_items` to flag underpayments and payment discrepancies. Write a scheduled cron job or analytical query that scans active policies month-over-month to flag 'missing renewals'—clients who silently dropped off the active books without triggering standard chargeback flags. Display these audit flags in a dedicated Reconciliation tab with filterable discrepancy thresholds and resolution action buttons.

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5. 05Compensation Plan & Override Hierarchy Engine

   Construct the core compensation and payroll calculation engine handling multi-tier overrides, flat rates vs percentages, new business vs renewals, and If/Then conditional rules.

   Build the compensation plan builder and payroll calculation engine. Allow administrators to configure custom comp plans with flat rates, percentage splits, differential new business vs renewal rates, and chargeback accounting rules. Implement the multi-tier hierarchy override calculator that automatically computes payouts cascading upward through downlines (Agent -> Manager -> GA -> MGA -> FMO). Add an If/Then rules engine module allowing custom conditional logic (e.g., AOR reassignments or special split adjustments) to execute during payroll runs, generating a complete audit trail for every disbursed dollar.

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6. 06CRM & Accounting Integrations & Polish

   Add webhook and API endpoints to sync commission data with external CRMs and bank reconciliation feeds, followed by UI polish and error handling.

   Build external integration endpoints and webhooks allowing commission data to sync with popular insurance CRMs and accounting software. Create a bank deposit matching view where users can compare actual bank ledger deposits against aggregated commission statements. Add end-to-end polish, loading skeletons, toast notifications for successful payroll calculations, error boundaries for parser failures, and comprehensive unit tests for the compensation math engine to guarantee financial calculation accuracy.

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Cost vs paying for ComTrack