From 0ac872a4da112ee20d3e0c8d97fb80a319b4ec4e Mon Sep 17 00:00:00 2001
From: lorentz <lorentz@wulfconsulting.com>
Date: Tue, 31 Mar 2026 18:08:08 +0000
Subject: [PATCH] Tasks: level badge (Client/Policy/Group) on task cards, fetch
 policyGroup data

---
 ondeck/src/app/(dashboard)/tasks/page-client.tsx | 16 ++++++++++++++++
 ondeck/src/app/(dashboard)/tasks/page.tsx        |  1 +
 ondeck/src/app/api/tasks/route.ts                |  7 +++++++
 3 files changed, 24 insertions(+)

diff --git a/ondeck/src/app/(dashboard)/tasks/page-client.tsx b/ondeck/src/app/(dashboard)/tasks/page-client.tsx
index 6998b93..e524175 100644
--- a/ondeck/src/app/(dashboard)/tasks/page-client.tsx
+++ b/ondeck/src/app/(dashboard)/tasks/page-client.tsx
@@ -42,6 +42,7 @@ interface Task {
   notes: string | null
   client: { id: string; name: string } | null
   policy: { id: string; policyNumber: string | null; policyType: string | null; expirationDate: string | Date } | null
+  policyGroup: { id: string; name: string | null; renewalDate: string | Date | null } | null
   assignments: TaskAssignment[]
   taskNotes: TaskNote[]
 }
@@ -158,6 +159,13 @@ function TaskCard({ task: initial }: { task: Task }) {
             </h3>
             <StatusBadge status={task.status} />
             <PriorityDot priority={task.priority} />
+            {task.policyGroup ? (
+              <span className="inline-flex items-center rounded-full px-2 py-0.5 text-xs font-medium bg-purple-500/10 text-purple-700 dark:text-purple-400">Group</span>
+            ) : task.policy ? (
+              <span className="inline-flex items-center rounded-full px-2 py-0.5 text-xs font-medium bg-blue-500/10 text-blue-700 dark:text-blue-400">Policy</span>
+            ) : (
+              <span className="inline-flex items-center rounded-full px-2 py-0.5 text-xs font-medium bg-muted text-muted-foreground">Client</span>
+            )}
             {notes.length > 0 && (
               <span className="inline-flex items-center gap-1 text-xs text-muted-foreground">
                 <MessageSquare className="h-3 w-3" />{notes.length}
@@ -177,6 +185,14 @@ function TaskCard({ task: initial }: { task: Task }) {
                 <span className="font-medium">{task.client.name}</span>
               </span>
             )}
+            {task.policyGroup && (
+              <span>
+                <span className="text-muted-foreground">Group:</span>{' '}
+                <span className="font-medium">
+                  {task.policyGroup.name ?? (task.policyGroup.renewalDate ? formatDate(task.policyGroup.renewalDate) : task.policyGroup.id)}
+                </span>
+              </span>
+            )}
             {task.policy && (
               <span>
                 <span className="text-muted-foreground">Policy:</span>{' '}
diff --git a/ondeck/src/app/(dashboard)/tasks/page.tsx b/ondeck/src/app/(dashboard)/tasks/page.tsx
index d78f060..60ec884 100644
--- a/ondeck/src/app/(dashboard)/tasks/page.tsx
+++ b/ondeck/src/app/(dashboard)/tasks/page.tsx
@@ -20,6 +20,7 @@ export default async function TasksPage() {
       include: {
         client: { select: { id: true, name: true } },
         policy: { select: { id: true, policyNumber: true, policyType: true, expirationDate: true } },
+        policyGroup: { select: { id: true, name: true, renewalDate: true } },
         assignments: {
           include: { user: { select: { displayName: true, email: true } } },
         },
diff --git a/ondeck/src/app/api/tasks/route.ts b/ondeck/src/app/api/tasks/route.ts
index 20d58a2..6344dc8 100644
--- a/ondeck/src/app/api/tasks/route.ts
+++ b/ondeck/src/app/api/tasks/route.ts
@@ -64,6 +64,13 @@ export async function GET(request: NextRequest) {
               expirationDate: true,
             },
           },
+          policyGroup: {
+            select: {
+              id: true,
+              name: true,
+              renewalDate: true,
+            },
+          },
           assignments: {
             include: {
               user: {