Fix Shape import: resolve policyId/policyGroupId when creating new tasks

- Add resolvePolicyLink() to find closest policy group or policy by effectiveDate window
- Include template level in DbTemplate interface and loadDbState query
- New tasks created by import now carry correct policyId or policyGroupId
- Delete all 492 orphaned POLICY/RENEWAL_GROUP tasks (no policy link)

ondeck/src/lib/shape-import/run-import.ts

@@ -50,6 +50,7 @@ interface DbTemplate {
   name: string
   daysOffset: number
   designationId: string | null
+  level: string
 }
 
 interface DbClient {
@@ -511,6 +512,7 @@ async function loadDbState(log: (l: string) => Promise<void>): Promise<DbState>
 
   const allTemplates = await prisma.taskTemplate.findMany({
     where: { designationId: { in: [shapeDes.id, shape2Des.id] }, isActive: true },
+    select: { id: true, name: true, daysOffset: true, designationId: true, level: true },
   })
   const shapeTemplates = allTemplates.filter((t) => t.designationId === shapeDes.id)
   const shape2Templates = allTemplates.filter((t) => t.designationId === shape2Des.id)
@@ -532,8 +534,8 @@ async function loadDbState(log: (l: string) => Promise<void>): Promise<DbState>
   return {
     clientsByNormalizedName,
     allClients: clients.map((c) => ({ id: c.id, name: c.name, claimsAdvocateId: c.claimsAdvocateId })),
-    shapeTemplates: shapeTemplates.map((t) => ({ id: t.id, name: t.name, daysOffset: t.daysOffset, designationId: t.designationId })),
+    shapeTemplates: shapeTemplates.map((t) => ({ id: t.id, name: t.name, daysOffset: t.daysOffset, designationId: t.designationId, level: t.level })),
-    shape2Templates: shape2Templates.map((t) => ({ id: t.id, name: t.name, daysOffset: t.daysOffset, designationId: t.designationId })),
+    shape2Templates: shape2Templates.map((t) => ({ id: t.id, name: t.name, daysOffset: t.daysOffset, designationId: t.designationId, level: t.level })),
     shapeDesignationId: shapeDes.id,
     shape2DesignationId: shape2Des.id,
   }
@@ -594,7 +596,45 @@ async function ensureTaskAssignment(taskId: string, userId: string, stats: Impor
   } catch { /* already exists */ }
 }
 
-async function processTaskRow(clientId: string, row: ParsedRow, template: DbTemplate, effectiveDate: Date, advocateUserId: string, stats: ImportStats, dryRun: boolean): Promise<void> {
+async function resolvePolicyLink(clientId: string, effectiveDate: Date, templateLevel: string): Promise<{ policyId?: string; policyGroupId?: string }> {
+  if (templateLevel === 'CLIENT') return {}
+  const windowMs = 40 * 86400 * 1000
+  const from = new Date(effectiveDate.getTime() - windowMs)
+  const to = new Date(effectiveDate.getTime() + windowMs)
+
+  if (templateLevel === 'RENEWAL_GROUP' || templateLevel === 'BOTH') {
+    const group = await prisma.policyGroup.findFirst({
+      where: { clientId, renewalDate: { gte: from, lte: to } },
+      orderBy: { renewalDate: 'asc' },
+      select: { id: true, renewalDate: true },
+    })
+    if (group) return { policyGroupId: group.id }
+  }
+
+  if (templateLevel === 'POLICY' || templateLevel === 'BOTH') {
+    const policies = await prisma.policy.findMany({
+      where: {
+        clientId,
+        expirationDate: { gte: new Date(from.getTime() - 86400 * 1000), lte: new Date(to.getTime() - 86400 * 1000) },
+        status: { notIn: ['Cancelled', 'Non-Renewed', 'Rewritten', 'Not taken'] as any[] },
+      },
+      select: { id: true, expirationDate: true, policyGroupId: true },
+      orderBy: { expirationDate: 'asc' },
+    })
+    if (policies.length > 0) {
+      const best = policies.reduce((a, b) => {
+        const aRenewal = new Date(a.expirationDate).getTime() + 86400 * 1000
+        const bRenewal = new Date(b.expirationDate).getTime() + 86400 * 1000
+        return Math.abs(aRenewal - effectiveDate.getTime()) <= Math.abs(bRenewal - effectiveDate.getTime()) ? a : b
+      })
+      if (best.policyGroupId) return { policyGroupId: best.policyGroupId }
+      return { policyId: best.id }
+    }
+  }
+  return {}
+}
+
+async function processTaskRow(clientId: string, row: ParsedRow, template: DbTemplate & { level?: string }, effectiveDate: Date, advocateUserId: string, stats: ImportStats, dryRun: boolean): Promise<void> {
   const dueDate = new Date(effectiveDate)
   dueDate.setDate(dueDate.getDate() + Math.round(row.daysAfterRenewal))
   const { status, completedAt, naReason } = interpretDateCompleted(row.dateCompleted)
@@ -617,15 +657,16 @@ async function processTaskRow(clientId: string, row: ParsedRow, template: DbTemp
       }
     }
   } else {
+    const link = dryRun ? {} : await resolvePolicyLink(clientId, effectiveDate, template.level ?? 'CLIENT')
     if (status === 'COMPLETED' || status === 'NA') {
       if (!dryRun) {
-        const newTask = await prisma.task.create({ data: { title: template.name, department: 'CLAIMS', timing: 'PRE_RENEWAL', daysOffset: template.daysOffset, dueDate, status, priority: 'MEDIUM', clientId, templateId: template.id, completedAt: completedAt ?? undefined, completedBy: status === 'COMPLETED' ? advocateUserId : undefined, naReason: naReason ?? undefined, notes: row.notes || undefined, isAdHoc: false, createdBy: advocateUserId } })
+        const newTask = await prisma.task.create({ data: { title: template.name, department: 'CLAIMS', timing: 'PRE_RENEWAL', daysOffset: template.daysOffset, dueDate, status, priority: 'MEDIUM', clientId, templateId: template.id, ...link, completedAt: completedAt ?? undefined, completedBy: status === 'COMPLETED' ? advocateUserId : undefined, naReason: naReason ?? undefined, notes: row.notes || undefined, isAdHoc: false, createdBy: advocateUserId } })
         await ensureTaskAssignment(newTask.id, advocateUserId, stats, dryRun)
       } else { stats.tasksAssigned++ }
       stats.tasksCreated++
     } else {
       if (!dryRun) {
-        const newTask = await prisma.task.create({ data: { title: template.name, department: 'CLAIMS', timing: 'PRE_RENEWAL', daysOffset: template.daysOffset, dueDate, status: 'NOT_STARTED', priority: 'MEDIUM', clientId, templateId: template.id, notes: row.notes || undefined, isAdHoc: false, createdBy: advocateUserId } })
+        const newTask = await prisma.task.create({ data: { title: template.name, department: 'CLAIMS', timing: 'PRE_RENEWAL', daysOffset: template.daysOffset, dueDate, status: 'NOT_STARTED', priority: 'MEDIUM', clientId, templateId: template.id, ...link, notes: row.notes || undefined, isAdHoc: false, createdBy: advocateUserId } })
         await ensureTaskAssignment(newTask.id, advocateUserId, stats, dryRun)
       } else { stats.tasksAssigned++ }
       stats.tasksCreated++