From 4e54b7e38c03fafa06ef6ecd41e3f08e8f484068 Mon Sep 17 00:00:00 2001
From: lorentz <lorentz@wulfconsulting.com>
Date: Mon, 13 Apr 2026 20:25:10 +0000
Subject: [PATCH] Fix: POLICY-level tasks now generated for all active policies
 (grouped or not)

- Historical reset: removed policyGroupId: null filter from policy loop, use level POLICY only
- Gap fill: same fix - all active future policies get POLICY-level tasks
- BOTH-level templates remain on groups (for grouped) or policies (for ungrouped)
- ~3500 grouped policies were missing their POLICY tasks (loss runs, mod factor, etc)
---
 ondeck/src/app/api/admin/gap-fill/route.ts         | 7 +++----
 ondeck/src/app/api/admin/historical-reset/route.ts | 5 ++---
 2 files changed, 5 insertions(+), 7 deletions(-)

diff --git a/ondeck/src/app/api/admin/gap-fill/route.ts b/ondeck/src/app/api/admin/gap-fill/route.ts
index a4352c2..45a7c91 100644
--- a/ondeck/src/app/api/admin/gap-fill/route.ts
+++ b/ondeck/src/app/api/admin/gap-fill/route.ts
@@ -97,10 +97,9 @@ export async function POST(request: NextRequest) {
 
     log.push(`Group tasks created: ${groupTasksCreated}`)
 
-    // ── 2. Policy-level tasks (ungrouped policies only) ─────────────────────
+    // ── 2. Policy-level tasks (all active policies — grouped or not) ────────
     const ungroupedPolicies = await prisma.policy.findMany({
       where: {
-        policyGroupId: null,
         expirationDate: { gte: new Date() },
         status: { notIn: ['Cancelled', 'Expired', 'Non-Renewed', 'Rewritten', 'Not taken'] as any[] },
       },
@@ -119,7 +118,7 @@ export async function POST(request: NextRequest) {
         const templates = await prisma.taskTemplate.findMany({
           where: {
             isActive: true,
-            level: { in: ['BOTH', 'POLICY'] as any[] },
+            level: 'POLICY' as any,
             OR: [
               { designationId: null },
               ...(designationIds.length > 0 ? [{ designationId: { in: designationIds } }] : []),
@@ -195,7 +194,7 @@ export async function POST(request: NextRequest) {
             designation2Id: true,
             claimsAdvocateId: true,
             policyGroups: { select: { renewalDate: true } },
-            policies: { where: { policyGroupId: null }, select: { expirationDate: true } },
+            policies: { where: { expirationDate: { gte: new Date() }, status: { notIn: ['Cancelled', 'Expired', 'Non-Renewed', 'Rewritten', 'Not taken'] as any[] } }, select: { expirationDate: true } },
           },
         })
         if (!clientRecord) continue
diff --git a/ondeck/src/app/api/admin/historical-reset/route.ts b/ondeck/src/app/api/admin/historical-reset/route.ts
index dd81f80..ee9192a 100644
--- a/ondeck/src/app/api/admin/historical-reset/route.ts
+++ b/ondeck/src/app/api/admin/historical-reset/route.ts
@@ -209,10 +209,9 @@ export async function POST(request: NextRequest) {
       }
     }
 
-    // Policy-level tasks (ungrouped policies)
+    // Policy-level tasks (all active policies — grouped or not)
     const ungroupedPolicies = await prisma.policy.findMany({
       where: {
-        policyGroupId: null,
         expirationDate: { gte: new Date() },
         status: { notIn: ['Cancelled', 'Expired', 'Non-Renewed', 'Rewritten', 'Not taken'] },
       },
@@ -240,7 +239,7 @@ export async function POST(request: NextRequest) {
         const templates = await prisma.taskTemplate.findMany({
           where: {
             isActive: true,
-            level: { in: ['BOTH', 'POLICY'] },
+            level: 'POLICY',
             OR: [
               { designationId: null },
               ...(designationIds.length > 0 ? [{ designationId: { in: designationIds } }] : []),