Fix Manager tab KPIs and workload metrics

- setupQueueCount: add policies: { some: {} } filter (match setup-queue API)
- recentTasks: scope to Shape clients, order by updatedAt not createdAt
- Workload API: scope all metrics to Shape clients only
- Workload API: filter tasks by task.department not assignee department
- Workload API: exclude NA/CANCELLED from totalTasks and completion rate denominator
- Workload API: scope userAssignments filter to match department/client scope

ondeck/src/app/(dashboard)/manager/page.tsx

@@ -25,6 +25,7 @@ export default async function ManagerPage() {
     prisma.client.count({
       where: {
         designation: { name: { in: ['Shape', 'Shape 2'] } },
+        policies: { some: {} },
         OR: [
           { claimsAdvocateId: null },
           { setupCompletedAt: null },
@@ -70,26 +71,20 @@ export default async function ManagerPage() {
     orderBy: [{ department: 'asc' }, { displayName: 'asc' }],
   })
 
-  // Fetch recent tasks across the team
+  // Fetch recent tasks across the team — Shape clients, recently updated/completed
   const recentTasks = await prisma.task.findMany({
     take: 10,
-    orderBy: { createdAt: 'desc' },
+    where: {
+      status: { in: ['COMPLETED', 'IN_PROGRESS', 'NOT_STARTED'] },
+      client: { designation: { name: { in: ['Shape', 'Shape 2'] } } },
+    },
+    orderBy: { updatedAt: 'desc' },
     include: {
-      client: {
+      client: { select: { name: true } },
-        select: {
-          name: true,
-        }
-      },
       assignments: {
-        include: {
+        include: { user: { select: { displayName: true } } },
-          user: {
+      },
-            select: {
+    },
-              displayName: true,
-            }
-          }
-        }
-      }
-    }
   })
 
   return (

ondeck/src/app/api/dashboard/workload/route.ts

@@ -2,6 +2,7 @@ import { NextRequest, NextResponse } from 'next/server'
 import { getServerSession } from 'next-auth'
 import { authOptions } from '@/lib/auth'
 import { prisma } from '@/lib/db'
+import { DepartmentType } from '@prisma/client'
 
 export async function GET(request: NextRequest) {
   try {
@@ -18,10 +19,18 @@ export async function GET(request: NextRequest) {
     const weekAgo = new Date(today.getTime() - 7 * 24 * 60 * 60 * 1000)
     const monthAgo = new Date(today.getTime() - 30 * 24 * 60 * 60 * 1000)
 
-    // Base task filter — scoped to assignees in the department when filtering
+    // Shape client IDs for scoping
-    const deptTaskWhere = departmentFilter
+    const shapeClients = await prisma.client.findMany({
-      ? { assignments: { some: { user: { department: { equals: departmentFilter, mode: 'insensitive' as const }, isActive: true } } } }
+      where: { designation: { name: { in: ['Shape', 'Shape 2'] } } },
-      : {}
+      select: { id: true },
+    })
+    const shapeClientIds = shapeClients.map((c) => c.id)
+
+    // Base task filter — scoped to Shape clients only
+    const deptTaskWhere = {
+      clientId: { in: shapeClientIds },
+      ...(departmentFilter ? { department: departmentFilter.toUpperCase() as DepartmentType } : {}),
+    }
 
     // Base user filter
     const deptUserWhere = departmentFilter
@@ -112,6 +121,7 @@ export async function GET(request: NextRequest) {
           email: true,
           department: true,
           taskAssignments: {
+            where: { task: deptTaskWhere },
             include: {
               task: {
                 select: {
@@ -149,12 +159,12 @@ export async function GET(request: NextRequest) {
         },
       }),
       // Total tasks
-      prisma.task.count({ where: deptTaskWhere }),
+      prisma.task.count({ where: { ...deptTaskWhere, status: { notIn: ['NA', 'CANCELLED'] } } }),
       // Active users with task assignments
       prisma.user.count({
         where: {
           ...deptUserWhere,
-          taskAssignments: { some: {} },
+          taskAssignments: { some: { task: deptTaskWhere } },
         },
       }),
     ])
@@ -192,13 +202,14 @@ export async function GET(request: NextRequest) {
     // Sort users by active tasks (highest workload first)
     userMetrics.sort((a, b) => b.activeTasks - a.activeTasks)
 
-    // Calculate summary metrics
+    // Calculate summary metrics (exclude NA/CANCELLED from all rate calculations)
     const totalActive = tasksByStatus
       .filter((s) => !['COMPLETED', 'CANCELLED', 'NA'].includes(s.status))
       .reduce((sum, s) => sum + s._count.id, 0)
 
     const totalCompleted = tasksByStatus.find((s) => s.status === 'COMPLETED')?._count.id || 0
 
+    // totalTasks already excludes NA/CANCELLED (see query above)
     const completionRate = totalTasks > 0 ? Math.round((totalCompleted / totalTasks) * 100) : 0
 
     // Calculate workload distribution