refactor(tasks): route generate-and-assign through the shared core module
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1 changed files with 18 additions and 255 deletions
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@ -1,14 +1,19 @@
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import { NextRequest, NextResponse } from 'next/server'
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import { NextRequest, NextResponse } from 'next/server'
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import { getServerSession } from 'next-auth'
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import { getServerSession } from 'next-auth'
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import { authOptions } from '@/lib/auth'
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import { authOptions } from '@/lib/auth'
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import { prisma } from '@/lib/db'
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import {
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import { isRelevantDueDate } from '@/lib/sync/task-due-date'
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parseGenerateAndAssignTarget,
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runGenerateAndAssign,
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GenerateAndAssignError,
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} from '@/lib/tasks/generate-and-assign-core'
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/**
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/**
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* POST /api/tasks/generate-and-assign
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* POST /api/tasks/generate-and-assign
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* Find clients matching the given advocate + designation, generate tasks from
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* Generate tasks from active templates for either (a) every client matching
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* active templates, and assign them to the advocate.
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* an advocate + designation, or (b) one specific client, and assign them to
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* Body: { advocateId: string, designationId: string }
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* the relevant claims advocate. Pass `dryRun: true` to compute the summary
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* without creating anything.
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* Body: { advocateId, designationId, dryRun? } | { clientId, dryRun? }
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* Requires Admin or Manager role.
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* Requires Admin or Manager role.
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*/
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*/
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export async function POST(request: NextRequest) {
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export async function POST(request: NextRequest) {
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@ -24,260 +29,18 @@ export async function POST(request: NextRequest) {
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}
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}
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const body = await request.json()
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const body = await request.json()
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const { advocateId, designationId } = body
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const { target, dryRun } = parseGenerateAndAssignTarget(body)
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if (!advocateId || !designationId) {
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const result = await runGenerateAndAssign(target, {
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return NextResponse.json(
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dryRun,
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{ error: 'advocateId and designationId are required' },
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actorUserId: (session.user as any).id,
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{ status: 400 }
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)
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}
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const advocate = await prisma.user.findUnique({
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where: { id: advocateId },
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select: { id: true, displayName: true, isActive: true },
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})
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if (!advocate || !advocate.isActive) {
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return NextResponse.json({ error: 'Advocate not found or inactive' }, { status: 404 })
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}
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// Clients assigned to this advocate with this designation
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const clients = await prisma.client.findMany({
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where: {
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claimsAdvocateId: advocateId,
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OR: [{ designationId }, { designation2Id: designationId }],
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},
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select: { id: true },
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})
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})
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if (clients.length === 0) {
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return NextResponse.json(result)
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return NextResponse.json({
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} catch (error: any) {
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tasksCreated: 0,
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if (error instanceof GenerateAndAssignError) {
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tasksAssigned: 0,
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return NextResponse.json({ error: error.message }, { status: error.status })
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clientsFound: 0,
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groupsProcessed: 0,
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advocateName: advocate.displayName,
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})
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}
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}
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const clientIds = clients.map((c) => c.id)
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const allTemplates = await prisma.taskTemplate.findMany({
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where: {
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isActive: true,
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OR: [{ designationId: null }, { designationId }],
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},
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orderBy: [{ department: 'asc' }, { daysOffset: 'asc' }],
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})
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if (allTemplates.length === 0) {
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return NextResponse.json({
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tasksCreated: 0,
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tasksAssigned: 0,
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clientsFound: clients.length,
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groupsProcessed: 0,
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advocateName: advocate.displayName,
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message: 'No active templates found for this designation',
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})
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}
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const groupTemplates = allTemplates.filter((t: any) => t.level === 'BOTH' || t.level === 'RENEWAL_GROUP')
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const policyTemplates = allTemplates.filter((t: any) => t.level === 'BOTH' || t.level === 'POLICY')
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let tasksCreated = 0
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let tasksAssigned = 0
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let groupsProcessed = 0
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// ── Policy groups with no template-generated tasks yet ──────────────────
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const groups = await prisma.policyGroup.findMany({
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where: {
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clientId: { in: clientIds },
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tasks: { none: { templateId: { not: null } } },
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},
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})
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for (const group of groups) {
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const renewalDate = new Date(group.renewalDate)
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const tasksToCreate = groupTemplates
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.map((template) => {
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const dueDate = new Date(renewalDate)
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dueDate.setDate(dueDate.getDate() + template.daysOffset)
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return {
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title: template.name,
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description: template.description,
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department: template.department,
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timing: template.timing,
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daysOffset: template.daysOffset,
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dueDate,
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status: 'NOT_STARTED' as const,
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priority: template.defaultPriority,
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clientId: group.clientId,
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policyGroupId: group.id,
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templateId: template.id,
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createdBy: (session.user as any).id,
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}
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})
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.filter((task) => isRelevantDueDate(task.dueDate))
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if (tasksToCreate.length === 0) continue
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const created = await prisma.task.createMany({ data: tasksToCreate })
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tasksCreated += created.count
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if (created.count > 0) {
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const newTasks = await prisma.task.findMany({
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where: { policyGroupId: group.id, templateId: { in: groupTemplates.map((t) => t.id) } },
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select: { id: true },
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})
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if (newTasks.length > 0) {
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const assigned = await prisma.taskAssignment.createMany({
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data: newTasks.map((t) => ({ taskId: t.id, userId: advocateId })),
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skipDuplicates: true,
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})
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tasksAssigned += assigned.count
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}
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groupsProcessed++
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}
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}
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// ── Ungrouped policies with no template-generated tasks yet ─────────────
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const policies = await prisma.policy.findMany({
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where: {
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clientId: { in: clientIds },
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policyGroupId: null,
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tasks: { none: { templateId: { not: null } } },
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},
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})
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for (const policy of policies) {
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const anchorDate = new Date(policy.expirationDate)
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anchorDate.setDate(anchorDate.getDate() + 1) // renewal date = expiration + 1
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const tasksToCreate = policyTemplates
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.map((template) => {
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const dueDate = new Date(anchorDate)
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dueDate.setDate(dueDate.getDate() + template.daysOffset)
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return {
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title: template.name,
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description: template.description,
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department: template.department,
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timing: template.timing,
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daysOffset: template.daysOffset,
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dueDate,
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status: 'NOT_STARTED' as const,
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priority: template.defaultPriority,
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clientId: policy.clientId,
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policyId: policy.id,
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templateId: template.id,
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createdBy: (session.user as any).id,
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}
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})
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.filter((task) => isRelevantDueDate(task.dueDate))
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if (tasksToCreate.length === 0) continue
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const created = await prisma.task.createMany({ data: tasksToCreate })
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tasksCreated += created.count
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if (created.count > 0) {
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const newTasks = await prisma.task.findMany({
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where: { policyId: policy.id, templateId: { in: policyTemplates.map((t) => t.id) } },
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select: { id: true },
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})
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if (newTasks.length > 0) {
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const assigned = await prisma.taskAssignment.createMany({
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data: newTasks.map((t) => ({ taskId: t.id, userId: advocateId })),
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skipDuplicates: true,
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})
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tasksAssigned += assigned.count
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}
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}
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}
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// ── CLIENT-level tasks (once per client) ────────────────────────────────
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const clientTemplates = allTemplates.filter((t: any) => t.level === 'CLIENT')
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if (clientTemplates.length > 0) {
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for (const clientId of clientIds) {
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const clientRecord = await prisma.client.findUnique({
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where: { id: clientId },
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select: {
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policyGroups: { select: { renewalDate: true } },
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policies: {
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where: { policyGroupId: null },
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select: { expirationDate: true },
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},
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},
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})
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if (!clientRecord) continue
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const groupDates = clientRecord.policyGroups.map((g) => new Date(g.renewalDate).getTime())
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const policyDates = clientRecord.policies.map((p) => {
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const d = new Date(p.expirationDate)
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d.setDate(d.getDate() + 1)
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return d.getTime()
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})
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const allDates = [...groupDates, ...policyDates]
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if (allDates.length === 0) continue
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const anchorDate = new Date(Math.min(...allDates))
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for (const template of clientTemplates) {
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const existing = await prisma.task.findFirst({
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where: { clientId, templateId: template.id, policyId: null, policyGroupId: null },
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select: { id: true },
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})
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if (existing) continue
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const dueDate = new Date(anchorDate)
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dueDate.setDate(dueDate.getDate() + template.daysOffset)
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if (!isRelevantDueDate(dueDate)) continue
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const created = await prisma.task.create({
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data: {
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title: template.name,
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description: template.description,
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department: template.department,
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timing: template.timing,
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daysOffset: template.daysOffset,
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dueDate,
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status: 'NOT_STARTED',
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priority: template.defaultPriority,
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clientId,
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templateId: template.id,
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createdBy: (session.user as any).id,
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},
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select: { id: true },
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})
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tasksCreated++
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const assigned = await prisma.taskAssignment.create({
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data: { taskId: created.id, userId: advocateId },
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})
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tasksAssigned++
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}
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}
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}
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await prisma.auditLog.create({
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data: {
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userId: (session.user as any).id,
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action: 'GENERATE_AND_ASSIGN_TASKS',
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entityType: 'Task',
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newValues: {
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advocateId,
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advocateName: advocate.displayName,
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designationId,
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clientsFound: clients.length,
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tasksCreated,
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tasksAssigned,
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},
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},
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})
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return NextResponse.json({
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tasksCreated,
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tasksAssigned,
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clientsFound: clients.length,
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groupsProcessed,
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advocateName: advocate.displayName,
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})
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} catch (error) {
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console.error('Generate and assign error:', error)
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console.error('Generate and assign error:', error)
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return NextResponse.json({ error: 'Internal server error' }, { status: 500 })
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return NextResponse.json({ error: 'Internal server error' }, { status: 500 })
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}
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}
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