fix(tasks): timezone consistency, task provenance, setup N/A, and task-generation fixes

Timezone (all users EST): - lib/utils: hardcode APP_TIME_ZONE (America/New_York) in formatDate/ formatRenewalDate, add formatDateTime and todayInAppTimeZone helpers - Replace every ad-hoc toLocaleDateString/toLocaleString call across the app (task notes, audit log, backups, shape import, renewal groups, client detail) with the shared EST-aware helpers - Fix UTC "today" bug in date-input defaults/min/max (completion date, reminder date) that rolled to the next calendar day after ~7-8pm ET Task provenance: - Task card info icon (now visible to all users, not just privileged) shows full origin: template, level, renewal anchor, due-date math, and who/what generated the task - Include template.daysOffset and creator in task queries Setup N/A: - New setupNaAt/setupNaReason fields on Client; mark/restore UI and API to exclude non-Shape/lost-business clients from the setup queue everywhere it's counted (queue page, API, manager dashboard, metrics gauge) Task generation fixes: - auto-generate: client-level branch now gated on the renewal anchor's (group/policy) createdAt instead of the client's, so pre-go-live clients with new post-go-live groups are no longer skipped forever - New auto-assign-tasks sweep run after every sync to assign advocates to tasks created by paths that don't assign directly (e.g. setup wizard)
2026-07-16 22:32:04 +00:00 · 2026-07-16 22:32:04 +00:00 · 6dd7e3e836
commit 6dd7e3e836
parent 30fe43fbf6
23 changed files with 709 additions and 81 deletions
--- a/ondeck/prisma/schema.prisma
+++ b/ondeck/prisma/schema.prisma
@ -132,6 +132,8 @@ model Client {
  customFields      Json      @default("{}") @map("custom_fields")
  renewalDate       DateTime? @map("renewal_date")
  setupCompletedAt  DateTime? @map("setup_completed_at")
+  setupNaAt         DateTime? @map("setup_na_at")
+  setupNaReason     String?   @map("setup_na_reason")
  lastSyncedAt      DateTime? @map("last_synced_at")
  createdAt         DateTime  @default(now()) @map("created_at")
  updatedAt         DateTime  @updatedAt @map("updated_at")
--- a/ondeck/src/app/(dashboard)/admin/audit/page-client.tsx
+++ b/ondeck/src/app/(dashboard)/admin/audit/page-client.tsx
@ -1,6 +1,7 @@
 'use client'

 import { useState, useEffect, useCallback } from 'react'
+import { formatDateTime } from '@/lib/utils'
 import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
 import { Badge } from '@/components/ui/badge'
 import { Button } from '@/components/ui/button'
@ -176,8 +177,8 @@ export function AuditLogClient({ users }: AuditLogClientProps) {
              <TableBody>
                {logs.map((log) => (
                  <TableRow key={log.id}>
-                    <TableCell className="text-sm text-muted-foreground whitespace-nowrap" suppressHydrationWarning>
-                      {new Date(log.createdAt).toLocaleString()}
+                    <TableCell className="text-sm text-muted-foreground whitespace-nowrap">
+                      {formatDateTime(log.createdAt)}
                    </TableCell>
                    <TableCell>
                      <Badge variant={actionColor(log.action)}>{log.action}</Badge>
--- a/ondeck/src/app/(dashboard)/admin/backups/page-client.tsx
+++ b/ondeck/src/app/(dashboard)/admin/backups/page-client.tsx
@ -16,6 +16,7 @@ import {
  AlertDialogTrigger,
 } from '@/components/ui/alert-dialog'
 import { Download, Trash2, Play, RefreshCw, Database, Clock, FileArchive, ScrollText } from 'lucide-react'
+import { formatDateTime } from '@/lib/utils'

 interface BackupFile {
  filename: string
@ -35,10 +36,7 @@ function formatBytes(bytes: number) {
 }

 function formatDate(iso: string) {
-  return new Date(iso).toLocaleString('en-US', {
-    year: 'numeric', month: 'short', day: 'numeric',
-    hour: '2-digit', minute: '2-digit', timeZoneName: 'short',
-  })
+  return formatDateTime(iso)
 }

 export function BackupsClient() {
--- a/ondeck/src/app/(dashboard)/manager/page.tsx
+++ b/ondeck/src/app/(dashboard)/manager/page.tsx
@ -27,6 +27,7 @@ export default async function ManagerPage() {
      where: {
        designation: { name: { in: ['Shape', 'Shape 2'] } },
        policies: { some: {} },
+        setupNaAt: null,
        OR: [
          { claimsAdvocateId: null },
          { setupCompletedAt: null },
--- a/ondeck/src/app/(dashboard)/manager/setup/page.tsx
+++ b/ondeck/src/app/(dashboard)/manager/setup/page.tsx
@ -6,12 +6,14 @@ import Link from 'next/link'
 import { Badge } from '@/components/ui/badge'
 import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
 import { AlertCircle, ArrowRight, CheckCircle2, Clock } from 'lucide-react'
+import { SetupNaButton, SetupNaUndoButton } from '@/components/clients/setup-na-button'
+import { formatDate as formatDateEst } from '@/lib/utils'

 export const dynamic = 'force-dynamic'

 function formatDate(d: Date | null): string {
  if (!d) return '—'
-  return d.toLocaleDateString('en-US', { month: 'short', day: 'numeric', year: 'numeric' })
+  return formatDateEst(d)
 }

 function addDay(d: Date | null): Date | null {
@ -32,11 +34,12 @@ export default async function SetupQueuePage() {

  const DEAD_STATUSES = ['Cancelled', 'Expired', 'Non-Renewed', 'Rewritten', 'Not taken']

-  const [clients, skippedCount] = await Promise.all([
+  const [clients, skippedCount, naClients] = await Promise.all([
    prisma.client.findMany({
      where: {
        designation: { name: { in: ['Shape', 'Shape 2'] } },
        policies: { some: { status: { notIn: DEAD_STATUSES } } },
+        setupNaAt: null,
        OR: [
          { claimsAdvocateId: null },
          { setupCompletedAt: null },
@ -59,10 +62,20 @@ export default async function SetupQueuePage() {
    prisma.client.count({
      where: {
        designation: { name: { in: ['Shape', 'Shape 2'] } },
+        setupNaAt: null,
        OR: [{ claimsAdvocateId: null }, { setupCompletedAt: null }],
        NOT: { policies: { some: { status: { notIn: DEAD_STATUSES } } } },
      },
    }),
+    prisma.client.findMany({
+      where: {
+        designation: { name: { in: ['Shape', 'Shape 2'] } },
+        setupNaAt: { not: null },
+        OR: [{ claimsAdvocateId: null }, { setupCompletedAt: null }],
+      },
+      select: { id: true, name: true, setupNaAt: true, setupNaReason: true },
+      orderBy: { setupNaAt: 'desc' },
+    }),
  ])

  const now = new Date()
@ -183,12 +196,15 @@ export default async function SetupQueuePage() {
                            {row.daysInQueue}d
                          </td>
                          <td className="px-4 py-3">
-                            <Link
-                              href={`/manager/setup/${row.id}`}
-                              className="inline-flex items-center gap-1 text-xs text-muted-foreground hover:text-foreground transition-colors"
-                            >
-                              Configure <ArrowRight className="h-3 w-3" />
-                            </Link>
+                            <div className="flex items-center gap-2 justify-end">
+                              <Link
+                                href={`/manager/setup/${row.id}`}
+                                className="inline-flex items-center gap-1 text-xs text-muted-foreground hover:text-foreground transition-colors"
+                              >
+                                Configure <ArrowRight className="h-3 w-3" />
+                              </Link>
+                              <SetupNaButton clientId={row.id} clientName={row.name} />
+                            </div>
                          </td>
                        </tr>
                      )
@ -199,6 +215,51 @@ export default async function SetupQueuePage() {
          </CardContent>
        </Card>
      )}
+
+      {naClients.length > 0 && (
+        <Card>
+          <CardHeader>
+            <CardTitle className="text-base">Marked N/A ({naClients.length})</CardTitle>
+            <CardDescription>
+              Excluded from the setup queue. Restore to put a client back.
+            </CardDescription>
+          </CardHeader>
+          <CardContent className="p-0">
+            <div className="overflow-x-auto">
+              <table className="w-full text-sm">
+                <thead className="border-b bg-muted/40">
+                  <tr>
+                    <th className="px-4 py-3 text-left font-medium text-muted-foreground">Client</th>
+                    <th className="px-4 py-3 text-left font-medium text-muted-foreground">Reason</th>
+                    <th className="px-4 py-3 text-left font-medium text-muted-foreground">Marked</th>
+                    <th className="px-4 py-3" />
+                  </tr>
+                </thead>
+                <tbody className="divide-y">
+                  {naClients.map((c) => (
+                    <tr key={c.id} className="hover:bg-muted/30 transition-colors">
+                      <td className="px-4 py-3 font-medium">
+                        <Link href={`/clients/${c.id}`} className="hover:underline text-primary">
+                          {c.name}
+                        </Link>
+                      </td>
+                      <td className="px-4 py-3 text-muted-foreground">
+                        {c.setupNaReason ?? '—'}
+                      </td>
+                      <td className="px-4 py-3 text-muted-foreground" suppressHydrationWarning>
+                        {formatDate(c.setupNaAt)}
+                      </td>
+                      <td className="px-4 py-3 text-right">
+                        <SetupNaUndoButton clientId={c.id} />
+                      </td>
+                    </tr>
+                  ))}
+                </tbody>
+              </table>
+            </div>
+          </CardContent>
+        </Card>
+      )}
    </div>
  )
 }
--- a/ondeck/src/app/(dashboard)/tasks/page-client.tsx
+++ b/ondeck/src/app/(dashboard)/tasks/page-client.tsx
@ -24,7 +24,7 @@ import { UserSelectContent } from '@/components/ui/user-select-content'
 import { CheckSquare, Clock, AlertCircle, MessageSquare, CheckCircle2, RotateCcw, Eye, CalendarRange, ArrowRightLeft, Search, X, Building2, Plus, Ban, ArrowUpDown, ArrowUp, ArrowDown, Filter, Pencil, ChevronDown, Info } from 'lucide-react'
 import { Tooltip, TooltipContent, TooltipProvider, TooltipTrigger } from '@/components/ui/tooltip'
 import { Input } from '@/components/ui/input'
-import { formatDate, formatRenewalDate } from '@/lib/utils'
+import { formatDate, formatRenewalDate, formatDateTime, todayInAppTimeZone } from '@/lib/utils'
 import Link from 'next/link'
 import { AdditionalServiceModal } from '@/components/tasks/additional-service-modal'
 import { TaskEditModal, type EditableTask } from '@/components/tasks/task-edit-modal'
@ -136,7 +136,7 @@ function TaskCard({ task: initial, isPrivileged = false }: { task: Task; isPrivi
    if (!isCompleted) {
      setImageRightFiled(null)
      setReminderDate('')
-      setCompletionDate(new Date().toISOString().split('T')[0])
+      setCompletionDate(todayInAppTimeZone())
      setCompleteDialogOpen(true)
      return
    }
@ -477,7 +477,7 @@ function TaskCard({ task: initial, isPrivileged = false }: { task: Task; isPrivi
                type="date"
                value={completionDate}
                onChange={(e) => setCompletionDate(e.target.value)}
-                max={new Date().toISOString().split('T')[0]}
+                max={todayInAppTimeZone()}
                className="w-48"
              />
            </div>
@ -506,7 +506,7 @@ function TaskCard({ task: initial, isPrivileged = false }: { task: Task; isPrivi
                type="date"
                value={reminderDate}
                onChange={(e) => setReminderDate(e.target.value)}
-                min={new Date().toISOString().split('T')[0]}
+                min={todayInAppTimeZone()}
                className="w-48"
              />
            </div>
@ -566,8 +566,8 @@ function TaskCard({ task: initial, isPrivileged = false }: { task: Task; isPrivi
                    <span className="font-medium text-xs">
                      {n.user.displayName || n.user.email}
                    </span>
-                    <span className="text-xs text-muted-foreground" suppressHydrationWarning>
-                      {new Date(n.createdAt).toLocaleString()}
+                    <span className="text-xs text-muted-foreground">
+                      {formatDateTime(n.createdAt)}
                    </span>
                  </div>
                  <p className="whitespace-pre-wrap text-foreground/90">{n.content}</p>
--- a/ondeck/src/app/(dashboard)/tasks/page.tsx
+++ b/ondeck/src/app/(dashboard)/tasks/page.tsx
@ -59,7 +59,8 @@ export default async function TasksPage() {
        client: { select: { id: true, name: true } },
        policy: { select: { id: true, policyNumber: true, policyType: true, expirationDate: true, carrierName: true, writingCompanyName: true } },
        policyGroup: { select: { id: true, name: true, renewalDate: true } },
-        template: { select: { id: true, name: true, level: true } },
+        template: { select: { id: true, name: true, level: true, daysOffset: true } },
+        creator: { select: { displayName: true, email: true } },
        assignments: {
          include: { user: { select: { displayName: true, email: true } } },
        },
--- a/ondeck/src/app/api/clients/[id]/setup-na/route.ts
+++ b/ondeck/src/app/api/clients/[id]/setup-na/route.ts
@ -0,0 +1,106 @@
+import { NextRequest, NextResponse } from 'next/server'
+import { getServerSession } from 'next-auth'
+import { authOptions } from '@/lib/auth'
+import { prisma } from '@/lib/db'
+
+/**
+ * POST /api/clients/[id]/setup-na
+ * Mark a client as N/A for setup (e.g. not a commercial Shape account, or lost
+ * business that was never removed). Removes it from the setup queue.
+ * Body: { reason?: string }
+ *
+ * DELETE /api/clients/[id]/setup-na
+ * Undo — puts the client back in the setup queue.
+ *
+ * Requires Admin or Manager role.
+ */
+
+async function authorize() {
+  const session = await getServerSession(authOptions)
+  if (!session?.user) {
+    return { error: NextResponse.json({ error: 'Unauthorized' }, { status: 401 }) }
+  }
+  const userRoles = (session.user as any).roles || []
+  if (!userRoles.includes('Admin') && !userRoles.includes('Manager')) {
+    return { error: NextResponse.json({ error: 'Forbidden' }, { status: 403 }) }
+  }
+  return { session }
+}
+
+export async function POST(
+  request: NextRequest,
+  { params }: { params: Promise<{ id: string }> }
+) {
+  try {
+    const auth = await authorize()
+    if (auth.error) return auth.error
+
+    const { id } = await params
+    const body = await request.json().catch(() => ({}))
+    const reason = typeof body.reason === 'string' && body.reason.trim() !== '' ? body.reason.trim() : null
+
+    const client = await prisma.client.findUnique({ where: { id }, select: { id: true } })
+    if (!client) {
+      return NextResponse.json({ error: 'Client not found' }, { status: 404 })
+    }
+
+    const updated = await prisma.client.update({
+      where: { id },
+      data: { setupNaAt: new Date(), setupNaReason: reason },
+      select: { id: true, setupNaAt: true, setupNaReason: true },
+    })
+
+    await prisma.auditLog.create({
+      data: {
+        action: 'CLIENT_SETUP_NA',
+        entityType: 'Client',
+        entityId: id,
+        userId: (auth.session!.user as any).id,
+        newValues: { reason },
+      },
+    })
+
+    return NextResponse.json(updated)
+  } catch (error) {
+    console.error('Setup N/A error:', error)
+    return NextResponse.json({ error: 'Internal server error' }, { status: 500 })
+  }
+}
+
+export async function DELETE(
+  request: NextRequest,
+  { params }: { params: Promise<{ id: string }> }
+) {
+  try {
+    const auth = await authorize()
+    if (auth.error) return auth.error
+
+    const { id } = await params
+
+    const client = await prisma.client.findUnique({ where: { id }, select: { id: true } })
+    if (!client) {
+      return NextResponse.json({ error: 'Client not found' }, { status: 404 })
+    }
+
+    const updated = await prisma.client.update({
+      where: { id },
+      data: { setupNaAt: null, setupNaReason: null },
+      select: { id: true, setupNaAt: true },
+    })
+
+    await prisma.auditLog.create({
+      data: {
+        action: 'CLIENT_SETUP_NA_UNDONE',
+        entityType: 'Client',
+        entityId: id,
+        userId: (auth.session!.user as any).id,
+        newValues: {},
+      },
+    })
+
+    return NextResponse.json(updated)
+  } catch (error) {
+    console.error('Setup N/A undo error:', error)
+    return NextResponse.json({ error: 'Internal server error' }, { status: 500 })
+  }
+}
--- a/ondeck/src/app/api/clients/[id]/tasks/route.ts
+++ b/ondeck/src/app/api/clients/[id]/tasks/route.ts
@ -74,7 +74,10 @@ export async function GET(
        select: { id: true, name: true, renewalDate: true },
      },
      template: {
-        select: { id: true, name: true, level: true },
+        select: { id: true, name: true, level: true, daysOffset: true },
+      },
+      creator: {
+        select: { displayName: true, email: true },
      },
      taskNotes: {
        include: { user: { select: { id: true, displayName: true, email: true } } },
--- a/ondeck/src/app/api/clients/setup-queue/route.ts
+++ b/ondeck/src/app/api/clients/setup-queue/route.ts
@ -21,6 +21,7 @@ export async function GET(request: NextRequest) {
    const where = {
      designation: { name: { in: ['Shape', 'Shape 2'] } },
      policies: { some: {} },
+      setupNaAt: null,
      OR: [
        { claimsAdvocateId: null },
        { setupCompletedAt: null },
--- a/ondeck/src/app/api/metrics/route.ts
+++ b/ondeck/src/app/api/metrics/route.ts
@ -74,6 +74,7 @@ export async function GET(request: NextRequest) {
      prisma.client.count({
        where: {
          designation: { name: { in: ['Shape', 'Shape 2'] } },
+          setupNaAt: null,
          OR: [{ claimsAdvocateId: null }, { setupCompletedAt: null }],
        },
      }),
--- a/ondeck/src/app/api/tasks/route.ts
+++ b/ondeck/src/app/api/tasks/route.ts
@ -119,6 +119,12 @@ export async function GET(request: NextRequest) {
              renewalDate: true,
            },
          },
+          template: {
+            select: { id: true, name: true, level: true, daysOffset: true },
+          },
+          creator: {
+            select: { displayName: true, email: true },
+          },
          assignments: {
            include: {
              user: {
--- a/ondeck/src/components/admin/shape-import-panel.tsx
+++ b/ondeck/src/components/admin/shape-import-panel.tsx
@ -2,6 +2,7 @@

 import { useState, useEffect, useRef, useCallback } from 'react'
 import { toast } from 'sonner'
+import { formatDateTime } from '@/lib/utils'
 import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
 import { Button } from '@/components/ui/button'
 import { Badge } from '@/components/ui/badge'
@ -72,10 +73,7 @@ function StatLine({ label, value }: { label: string; value: number | string }) {
 }

 function formatDate(iso: string) {
-  return new Date(iso).toLocaleString(undefined, {
-    year: 'numeric', month: 'numeric', day: 'numeric',
-    hour: 'numeric', minute: '2-digit',
-  })
+  return formatDateTime(iso, { timeZoneName: undefined })
 }

 export function ShapeImportPanel({ initialRuns }: { initialRuns: Run[] }) {
--- a/ondeck/src/components/clients/client-detail.tsx
+++ b/ondeck/src/components/clients/client-detail.tsx
@ -32,7 +32,7 @@ import {
 import { Textarea } from '@/components/ui/textarea'
 import { Building2, MapPin, Phone, Mail, FileText, CheckSquare, CalendarRange, Users, X, Plus, UserCheck, StickyNote, Pencil, Trash2, ChevronDown, ChevronUp, ArrowUp, ArrowDown, ArrowUpDown, GitBranch, ChevronRight, Settings2, MessageSquare, FileSearch } from 'lucide-react'
 import { Combobox, type ComboboxGroup } from '@/components/ui/combobox'
-import { formatDate, formatRenewalDate, daysUntil } from '@/lib/utils'
+import { formatDate, formatRenewalDate, formatDateTime, daysUntil } from '@/lib/utils'
 import { PolicyGroupManager } from '@/components/clients/policy-group-manager'
 import { AdditionalServiceModal } from '@/components/tasks/additional-service-modal'
 import { TaskCard } from '@/components/tasks/task-card'
@ -303,7 +303,7 @@ export function ClientDetail({ client, designations, policyGroups = [], allPolic
        body: JSON.stringify({ notes: notes || null }),
      })
      if (!res.ok) throw new Error()
-      setNotesSavedAt(new Date().toLocaleString())
+      setNotesSavedAt(formatDateTime(new Date()))
      toast.success('Notes saved')
    } catch {
      toast.error('Failed to save notes')
@ -722,7 +722,7 @@ export function ClientDetail({ client, designations, policyGroups = [], allPolic
            policyGroups: policyGroups.map((g: any) => ({
              id: g.id,
              name: g.name,
-              renewalDate: g.renewalDate ? new Date(g.renewalDate).toLocaleDateString() : undefined,
+              renewalDate: g.renewalDate ? formatDate(g.renewalDate) : undefined,
            })),
          }}
          onCreated={() => refreshTasks()}
--- a/ondeck/src/components/clients/policy-group-manager.tsx
+++ b/ondeck/src/components/clients/policy-group-manager.tsx
@ -678,7 +678,7 @@ export function PolicyGroupManager({
              policyGroups: groups.map((g) => ({
                id: g.id,
                name: g.name,
-                renewalDate: g.renewalDate ? new Date(g.renewalDate).toLocaleDateString() : undefined,
+                renewalDate: g.renewalDate ? formatDate(g.renewalDate) : undefined,
              })),
              policies: grp?.policies.map((p) => ({
                id: p.id,
--- a/ondeck/src/components/clients/setup-na-button.tsx
+++ b/ondeck/src/components/clients/setup-na-button.tsx
@ -0,0 +1,105 @@
+'use client'
+
+import { useState } from 'react'
+import { useRouter } from 'next/navigation'
+import { Button } from '@/components/ui/button'
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@/components/ui/dialog'
+import { Textarea } from '@/components/ui/textarea'
+import { Ban, Undo2 } from 'lucide-react'
+
+export function SetupNaButton({ clientId, clientName }: { clientId: string; clientName: string }) {
+  const router = useRouter()
+  const [open, setOpen] = useState(false)
+  const [reason, setReason] = useState('')
+  const [saving, setSaving] = useState(false)
+
+  async function markNa() {
+    setSaving(true)
+    try {
+      const res = await fetch(`/api/clients/${clientId}/setup-na`, {
+        method: 'POST',
+        headers: { 'Content-Type': 'application/json' },
+        body: JSON.stringify({ reason }),
+      })
+      if (res.ok) {
+        setOpen(false)
+        router.refresh()
+      }
+    } finally {
+      setSaving(false)
+    }
+  }
+
+  return (
+    <Dialog open={open} onOpenChange={setOpen}>
+      <DialogTrigger asChild>
+        <Button
+          variant="ghost"
+          size="sm"
+          className="text-xs text-muted-foreground hover:text-destructive gap-1"
+        >
+          <Ban className="h-3 w-3" /> N/A
+        </Button>
+      </DialogTrigger>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Mark setup as N/A</DialogTitle>
+          <DialogDescription>
+            Remove <span className="font-medium">{clientName}</span> from the setup queue.
+            Use this for accounts that are not commercial Shape accounts or lost business
+            that was never removed. This can be undone later.
+          </DialogDescription>
+        </DialogHeader>
+        <Textarea
+          placeholder="Reason (optional) — e.g. not a Shape commercial account, lost business"
+          value={reason}
+          onChange={(e) => setReason(e.target.value)}
+          rows={3}
+        />
+        <DialogFooter>
+          <Button variant="outline" onClick={() => setOpen(false)} disabled={saving}>
+            Cancel
+          </Button>
+          <Button variant="destructive" onClick={markNa} disabled={saving}>
+            {saving ? 'Saving…' : 'Mark N/A'}
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  )
+}
+
+export function SetupNaUndoButton({ clientId }: { clientId: string }) {
+  const router = useRouter()
+  const [saving, setSaving] = useState(false)
+
+  async function undo() {
+    setSaving(true)
+    try {
+      const res = await fetch(`/api/clients/${clientId}/setup-na`, { method: 'DELETE' })
+      if (res.ok) router.refresh()
+    } finally {
+      setSaving(false)
+    }
+  }
+
+  return (
+    <Button
+      variant="ghost"
+      size="sm"
+      onClick={undo}
+      disabled={saving}
+      className="text-xs text-muted-foreground hover:text-foreground gap-1"
+    >
+      <Undo2 className="h-3 w-3" /> {saving ? 'Restoring…' : 'Restore'}
+    </Button>
+  )
+}
--- a/ondeck/src/components/renewal-groups/group-card.tsx
+++ b/ondeck/src/components/renewal-groups/group-card.tsx
@ -10,6 +10,7 @@ import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@
 import { Textarea } from '@/components/ui/textarea'
 import { PolicyChip, PolicyChipData } from './policy-chip'
 import { DateRule } from '@/lib/renewal-group-recommendations'
+import { formatDate } from '@/lib/utils'

 export interface GroupState {
  id: string
@ -75,13 +76,7 @@ export function GroupCard({
    }
  }

-  const displayRenewalDate = group.renewalDate
-    ? new Date(group.renewalDate).toLocaleDateString('en-US', {
-        month: 'short',
-        day: 'numeric',
-        year: 'numeric',
-      })
-    : '—'
+  const displayRenewalDate = group.renewalDate ? formatDate(group.renewalDate) : '—'

  return (
    <Card
--- a/ondeck/src/components/tasks/task-card.tsx
+++ b/ondeck/src/components/tasks/task-card.tsx
@ -21,7 +21,7 @@ import {
 } from '@/components/ui/select'
 import { Tooltip, TooltipContent, TooltipProvider, TooltipTrigger } from '@/components/ui/tooltip'
 import { MessageSquare, CheckCircle2, RotateCcw, Ban, Pencil, ChevronDown, X, Info } from 'lucide-react'
-import { formatDate, formatRenewalDate } from '@/lib/utils'
+import { formatDate, formatRenewalDate, formatDateTime, todayInAppTimeZone } from '@/lib/utils'
 import Link from 'next/link'
 import { TaskEditModal, type EditableTask } from '@/components/tasks/task-edit-modal'

@ -45,7 +45,10 @@ export interface TaskCardTask {
  daysOffset?: number | null
  timing?: string | null
  templateId?: string | null
-  template?: { id?: string; name: string; level?: string } | null
+  template?: { id?: string; name: string; level?: string; daysOffset?: number | null } | null
+  createdAt?: string | Date | null
+  createdBy?: string | null
+  creator?: { displayName: string | null; email: string } | null
 }

 function StatusBadge({ status }: { status: string }) {
@ -77,17 +80,88 @@ function PriorityDot({ priority }: { priority: string }) {
  )
 }

-function buildOriginLabel(task: TaskCardTask): string {
-  if (task.isAdHoc) return 'Ad hoc task, added manually'
-  if (!task.templateId) return 'Template-generated task (template details unavailable)'
-  const days = task.daysOffset ?? 0
-  const absDays = Math.abs(days)
-  const timing = task.timing === 'POST_RENEWAL'
-    ? `${absDays} day${absDays !== 1 ? 's' : ''} after renewal`
-    : `${absDays} day${absDays !== 1 ? 's' : ''} before renewal`
-  const level = task.policyGroup ? 'Group level' : task.policy ? 'Policy level' : 'Client level'
-  const templateName = task.template?.name ?? task.title
-  return `${timing} · ${level} · Template: ${templateName}`
+function addDays(d: string | Date, days: number): Date {
+  const r = new Date(d)
+  r.setDate(r.getDate() + days)
+  return r
+}
+
+function TaskOriginContent({ task }: { task: TaskCardTask }) {
+  const creatorName = task.creator?.displayName || task.creator?.email || null
+  const createdOn = task.createdAt ? formatDate(task.createdAt) : null
+
+  if (task.isAdHoc || (!task.templateId && task.createdBy)) {
+    const kind =
+      task.taskGroup === 'REMINDER' ? 'Reminder' : task.taskGroup === 'SERVICE' ? 'Additional service' : 'Ad hoc task'
+    return (
+      <div className="space-y-1">
+        <p className="font-semibold">{kind} — created manually</p>
+        <p>
+          By <span className="font-medium">{creatorName ?? 'unknown user'}</span>
+          {createdOn && <> on <span suppressHydrationWarning>{createdOn}</span></>}
+        </p>
+      </div>
+    )
+  }
+
+  if (!task.templateId) {
+    return <p>Origin unknown — no template or creator recorded.</p>
+  }
+
+  const level = task.policyGroup ? 'Group' : task.policy ? 'Policy' : 'Client'
+  const days = task.daysOffset ?? task.template?.daysOffset ?? null
+  const absDays = days !== null ? Math.abs(days) : null
+  const after = task.timing === 'POST_RENEWAL' || (days !== null && days > 0)
+
+  // Anchor date: group renewalDate, policy expiration + 1, client anchor group,
+  // else derive it from dueDate − offset.
+  let anchorLabel: string | null = null
+  let anchorDate: Date | null = null
+  if (task.policyGroup?.renewalDate) {
+    anchorLabel = `Renewal group \u201c${task.policyGroup.name ?? 'Unnamed'}\u201d renews`
+    anchorDate = new Date(task.policyGroup.renewalDate)
+  } else if (task.policy?.expirationDate) {
+    anchorLabel = `Policy ${task.policy.policyNumber ?? ''} renews (expiration + 1 day)`
+    anchorDate = addDays(task.policy.expirationDate, 1)
+  } else if (task.anchorGroup?.renewalDate) {
+    anchorLabel = 'Client renewal (earliest renewal group)'
+    anchorDate = new Date(task.anchorGroup.renewalDate)
+  } else if (days !== null) {
+    anchorLabel = 'Renewal anchor (derived from due date)'
+    anchorDate = addDays(task.dueDate, -days)
+  }
+
+  return (
+    <div className="space-y-1">
+      <p className="font-semibold">Auto-generated from template</p>
+      <p>
+        <span className="text-muted-foreground">Template:</span>{' '}
+        <span className="font-medium">{task.template?.name ?? task.title}</span> ({level} level)
+      </p>
+      {anchorDate && (
+        <p>
+          <span className="text-muted-foreground">{anchorLabel}:</span>{' '}
+          <span className="font-medium" suppressHydrationWarning>{formatDate(anchorDate)}</span>
+        </p>
+      )}
+      {absDays !== null && (
+        <p>
+          <span className="text-muted-foreground">Due:</span>{' '}
+          <span className="font-medium">{absDays} day{absDays !== 1 ? 's' : ''} {after ? 'after' : 'before'} renewal</span>
+          {' '}→ <span className="font-medium" suppressHydrationWarning>{formatDate(task.dueDate)}</span>
+        </p>
+      )}
+      <p>
+        <span className="text-muted-foreground">Generated:</span>{' '}
+        {creatorName ? (
+          <>by <span className="font-medium">{creatorName}</span></>
+        ) : (
+          <span className="font-medium">by system automation</span>
+        )}
+        {createdOn && <> on <span suppressHydrationWarning>{createdOn}</span></>}
+      </p>
+    </div>
+  )
 }

 interface TaskCardProps {
@ -133,7 +207,7 @@ export function TaskCard({ task: initial, onUpdated, showClient = false, isPrivi
    if (!isCompleted) {
      setImageRightFiled(null)
      setReminderDate('')
-      setCompletionDate(new Date().toISOString().split('T')[0])
+      setCompletionDate(todayInAppTimeZone())
      setCompleteDialogOpen(true)
      return
    }
@ -426,20 +500,18 @@ export function TaskCard({ task: initial, onUpdated, showClient = false, isPrivi
          {/* Row 3: Level | Edit */}
          <div className="px-3 py-1.5 border-b border-border flex items-center gap-1.5 text-muted-foreground">
            {levelLabel}
-            {isPrivileged && (
-              <TooltipProvider>
-                <Tooltip>
-                  <TooltipTrigger asChild>
-                    <span className="inline-flex cursor-default">
-                      <Info className="h-3.5 w-3.5 text-muted-foreground/60 hover:text-muted-foreground" />
-                    </span>
-                  </TooltipTrigger>
-                  <TooltipContent side="top" className="max-w-xs text-xs">
-                    {buildOriginLabel(task)}
-                  </TooltipContent>
-                </Tooltip>
-              </TooltipProvider>
-            )}
+            <TooltipProvider>
+              <Tooltip>
+                <TooltipTrigger asChild>
+                  <span className="inline-flex cursor-default">
+                    <Info className="h-3.5 w-3.5 text-muted-foreground/60 hover:text-muted-foreground" />
+                  </span>
+                </TooltipTrigger>
+                <TooltipContent side="left" className="max-w-sm text-xs">
+                  <TaskOriginContent task={task} />
+                </TooltipContent>
+              </Tooltip>
+            </TooltipProvider>
          </div>
          <TooltipProvider>
            <Tooltip>
@ -474,7 +546,7 @@ export function TaskCard({ task: initial, onUpdated, showClient = false, isPrivi
          <div className="space-y-4 py-2">
            <div>
              <p className="text-sm font-medium mb-2">Date completed</p>
-              <Input type="date" value={completionDate} onChange={(e) => setCompletionDate(e.target.value)} max={new Date().toISOString().split('T')[0]} className="w-48" />
+              <Input type="date" value={completionDate} onChange={(e) => setCompletionDate(e.target.value)} max={todayInAppTimeZone()} className="w-48" />
            </div>
            <div>
              <p className="text-sm font-medium mb-2">Did you file in ImageRight?</p>
@ -485,7 +557,7 @@ export function TaskCard({ task: initial, onUpdated, showClient = false, isPrivi
            </div>
            <div>
              <p className="text-sm font-medium mb-2">Set a reminder? <span className="text-muted-foreground font-normal">(optional)</span></p>
-              <Input type="date" value={reminderDate} onChange={(e) => setReminderDate(e.target.value)} min={new Date().toISOString().split('T')[0]} className="w-48" />
+              <Input type="date" value={reminderDate} onChange={(e) => setReminderDate(e.target.value)} min={todayInAppTimeZone()} className="w-48" />
            </div>
          </div>
          <DialogFooter>
@ -529,7 +601,7 @@ export function TaskCard({ task: initial, onUpdated, showClient = false, isPrivi
                <div key={n.id} className="rounded-md bg-muted/40 px-3 py-2 text-sm">
                  <div className="flex items-center justify-between mb-1">
                    <span className="font-medium text-xs">{n.user.displayName || n.user.email}</span>
-                    <span className="text-xs text-muted-foreground" suppressHydrationWarning>{new Date(n.createdAt).toLocaleString()}</span>
+                    <span className="text-xs text-muted-foreground">{formatDateTime(n.createdAt)}</span>
                  </div>
                  <p className="whitespace-pre-wrap text-foreground/90">{n.content}</p>
                </div>
--- a/ondeck/src/lib/sync/tests/auto-generate.test.ts
+++ b/ondeck/src/lib/sync/tests/auto-generate.test.ts
@ -0,0 +1,131 @@
+const mockPolicyGroupFindMany = jest.fn()
+const mockPolicyFindMany = jest.fn()
+const mockClientFindMany = jest.fn()
+const mockTaskTemplateFindMany = jest.fn()
+const mockTaskCreateMany = jest.fn().mockResolvedValue({ count: 0 })
+const mockTaskFindMany = jest.fn().mockResolvedValue([])
+const mockTaskAssignmentCreateMany = jest.fn().mockResolvedValue({ count: 0 })
+const mockAuditLogCreate = jest.fn().mockResolvedValue({})
+
+jest.mock('@/lib/db', () => ({
+  prisma: {
+    policyGroup: { findMany: (...args: any[]) => mockPolicyGroupFindMany(...args) },
+    policy: { findMany: (...args: any[]) => mockPolicyFindMany(...args) },
+    client: { findMany: (...args: any[]) => mockClientFindMany(...args) },
+    taskTemplate: { findMany: (...args: any[]) => mockTaskTemplateFindMany(...args) },
+    task: {
+      createMany: (...args: any[]) => mockTaskCreateMany(...args),
+      findMany: (...args: any[]) => mockTaskFindMany(...args),
+    },
+    taskAssignment: { createMany: (...args: any[]) => mockTaskAssignmentCreateMany(...args) },
+    auditLog: { create: (...args: any[]) => mockAuditLogCreate(...args) },
+  },
+}))
+
+import { runAutoGenerate } from '../auto-generate'
+import { AUTOMATION_GO_LIVE_AT, type AutomationConfig } from '../automation-config'
+
+const now = new Date('2026-07-09T00:00:00Z')
+
+const config: AutomationConfig = {
+  taskAutogenEnabled: true,
+  taskGracePolicyDays: 20,
+  taskGraceClientDays: 20,
+  groupAutoassignEnabled: true,
+  groupAutoassignWindowDays: 35,
+}
+
+beforeEach(() => {
+  jest.clearAllMocks()
+  jest.useFakeTimers().setSystemTime(now)
+  mockPolicyGroupFindMany.mockResolvedValue([])
+  mockPolicyFindMany.mockResolvedValue([])
+  mockClientFindMany.mockResolvedValue([])
+  mockTaskTemplateFindMany.mockResolvedValue([])
+  mockTaskCreateMany.mockResolvedValue({ count: 0 })
+  mockTaskFindMany.mockResolvedValue([])
+  mockTaskAssignmentCreateMany.mockResolvedValue({ count: 0 })
+})
+
+afterEach(() => {
+  jest.useRealTimers()
+})
+
+describe('runAutoGenerate — CLIENT-level task generation', () => {
+  it('gates on the anchor (policyGroup/policy) createdAt, not the Client.createdAt', async () => {
+    await runAutoGenerate(config)
+
+    expect(mockClientFindMany).toHaveBeenCalledWith(
+      expect.objectContaining({
+        where: expect.objectContaining({
+          OR: [
+            {
+              policyGroups: {
+                some: {
+                  createdAt: {
+                    gte: AUTOMATION_GO_LIVE_AT,
+                    lte: new Date(now.getTime() - config.taskGraceClientDays * 24 * 60 * 60 * 1000),
+                  },
+                },
+              },
+            },
+            {
+              policies: {
+                some: {
+                  policyGroupId: null,
+                  createdAt: {
+                    gte: AUTOMATION_GO_LIVE_AT,
+                    lte: new Date(now.getTime() - config.taskGraceClientDays * 24 * 60 * 60 * 1000),
+                  },
+                },
+              },
+            },
+          ],
+        }),
+      })
+    )
+
+    // The old (buggy) gate on the Client record's own createdAt must be gone.
+    const callArgs = mockClientFindMany.mock.calls[0][0]
+    expect(callArgs.where.createdAt).toBeUndefined()
+  })
+
+  it('creates CLIENT-level tasks for a client that predates go-live but has a fresh post-go-live policy group', async () => {
+    const client = {
+      id: 'client-sultan',
+      designationId: null,
+      designation2Id: null,
+      claimsAdvocateId: 'advocate-1',
+      policyGroups: [{ renewalDate: new Date('2027-07-08') }],
+      policies: [],
+    }
+    mockClientFindMany.mockResolvedValue([client])
+    mockTaskTemplateFindMany.mockResolvedValue([
+      {
+        id: 'template-1',
+        name: 'Claim Review',
+        description: null,
+        department: 'Claims',
+        timing: 'PRE_RENEWAL',
+        daysOffset: -90,
+        defaultPriority: 'NORMAL',
+        level: 'CLIENT',
+      },
+    ])
+    mockTaskCreateMany.mockResolvedValue({ count: 1 })
+
+    const result = await runAutoGenerate(config)
+
+    expect(mockTaskCreateMany).toHaveBeenCalledWith(
+      expect.objectContaining({
+        data: [
+          expect.objectContaining({
+            clientId: 'client-sultan',
+            templateId: 'template-1',
+          }),
+        ],
+      })
+    )
+    expect(result.clientTasksCreated).toBe(1)
+  })
+})
--- a/ondeck/src/lib/sync/auto-assign-tasks.ts
+++ b/ondeck/src/lib/sync/auto-assign-tasks.ts
@ -0,0 +1,76 @@
+import { prisma } from '@/lib/db'
+
+export interface AutoAssignTasksResult {
+  assigned: number
+  considered: number
+  errors: string[]
+}
+
+/**
+ * Assign any unassigned, non-ad-hoc policy- or group-level tasks to the
+ * client's claims advocate. This is intended to run as part of the nightly
+ * post-sync automation so that tasks created manually during the business day
+ * are assigned by the next sync.
+ */
+export async function runAutoAssignTasks(): Promise<AutoAssignTasksResult> {
+  const errors: string[] = []
+  const openStatuses = ['NOT_STARTED', 'IN_PROGRESS', 'BLOCKED'] as any[]
+
+  const tasks = await prisma.task.findMany({
+    where: {
+      isAdHoc: false,
+      status: { in: openStatuses },
+      assignments: { none: {} },
+      OR: [{ policyId: { not: null } }, { policyGroupId: { not: null } }],
+      client: { claimsAdvocateId: { not: null } },
+    },
+    select: {
+      id: true,
+      client: {
+        select: { claimsAdvocateId: true },
+      },
+    },
+  })
+
+  const byAdvocate = new Map<string, string[]>()
+  for (const t of tasks) {
+    const advocateId = t.client.claimsAdvocateId
+    if (!advocateId) continue
+    const list = byAdvocate.get(advocateId) ?? []
+    list.push(t.id)
+    byAdvocate.set(advocateId, list)
+  }
+
+  let assigned = 0
+  for (const [advocateId, taskIds] of byAdvocate) {
+    try {
+      const result = await prisma.taskAssignment.createMany({
+        data: taskIds.map((taskId) => ({ taskId, userId: advocateId })),
+        skipDuplicates: true,
+      })
+      assigned += result.count
+    } catch (err: any) {
+      errors.push(`Advocate ${advocateId}: ${err.message}`)
+    }
+  }
+
+  if (tasks.length > 0) {
+    await prisma.auditLog
+      .create({
+        data: {
+          action: 'AUTO_ASSIGN_TASKS',
+          entityType: 'Task',
+          newValues: {
+            assigned,
+            considered: tasks.length,
+            remaining: tasks.length - assigned,
+          },
+        },
+      })
+      .catch(() => {
+        // Audit log failures should not fail the automation.
+      })
+  }
+
+  return { assigned, considered: tasks.length, errors }
+}
--- a/ondeck/src/lib/sync/auto-generate.ts
+++ b/ondeck/src/lib/sync/auto-generate.ts
@ -222,15 +222,31 @@ export async function runAutoGenerate(config: AutomationConfig): Promise<AutoGen
  }

  // ─── 3. CLIENT-level tasks (once per client) ──────────────────────────────
-  // Clients aged past the client grace period that have at least one renewal
-  // anchor (a group or an ungrouped policy) and no CLIENT-level template tasks
-  // yet. New CLIENT templates added after a client is processed are applied via
-  // the manual "Generate & Assign" admin tool, not this auto path.
+  // Clients with at least one renewal anchor (a group or an ungrouped policy)
+  // that itself was created after go-live and has aged past the client grace
+  // period, and that have no CLIENT-level template tasks yet.
+  //
+  // Gated on the anchor record's own createdAt (mirroring the group/policy
+  // branches above), not the Client's createdAt. A client can predate go-live
+  // while still getting a brand-new policy group/policy afterward (e.g. a
+  // pre-existing client whose first renewal cycle starts post-go-live) — that
+  // anchor is legitimately new and must not be skipped just because the client
+  // shell is old. New CLIENT templates added after a client is processed are
+  // applied via the manual "Generate & Assign" admin tool, not this auto path.
  const clients = await prisma.client.findMany({
    where: {
-      createdAt: { gte: AUTOMATION_GO_LIVE_AT, lte: clientCutoff },
      tasks: { none: { templateId: { not: null }, policyId: null, policyGroupId: null } },
-      OR: [{ policyGroups: { some: {} } }, { policies: { some: { policyGroupId: null } } }],
+      OR: [
+        { policyGroups: { some: { createdAt: { gte: AUTOMATION_GO_LIVE_AT, lte: clientCutoff } } } },
+        {
+          policies: {
+            some: {
+              policyGroupId: null,
+              createdAt: { gte: AUTOMATION_GO_LIVE_AT, lte: clientCutoff },
+            },
+          },
+        },
+      ],
    },
    select: {
      id: true,
--- a/ondeck/src/lib/sync/sync-engine.ts
+++ b/ondeck/src/lib/sync/sync-engine.ts
@ -15,6 +15,7 @@ import { sleep } from '@/lib/utils'
 import { getAutomationConfig } from './automation-config'
 import { runGroupAutoAssign } from './group-auto-assign'
 import { runAutoGenerate } from './auto-generate'
+import { runAutoAssignTasks } from './auto-assign-tasks'

 export interface SyncResult {
  success: boolean
@ -221,6 +222,12 @@ async function runPostSyncAutomation(): Promise<void> {
      )
      if (gen.errors.length > 0) console.warn('⚠️ Task auto-generate errors:', gen.errors)
    }
+
+    const autoAssign = await runAutoAssignTasks()
+    console.log(
+      `📝 Task auto-assign: ${autoAssign.assigned} of ${autoAssign.considered} unassigned policy/group tasks assigned`
+    )
+    if (autoAssign.errors.length > 0) console.warn('⚠️ Task auto-assign errors:', autoAssign.errors)
  } catch (error) {
    console.error('❌ Post-sync automation failed (sync itself succeeded):', error)
  } finally {
--- a/ondeck/src/lib/utils.ts
+++ b/ondeck/src/lib/utils.ts
@ -6,22 +6,52 @@ export function cn(...inputs: ClassValue[]) {
 }

 /**
- * Format a date to a localized string
+ * All users are currently in EST/EDT. Every date/time displayed in the app
+ * must render in this timezone, regardless of the server's or browser's
+ * local system timezone — hardcoding it here also keeps SSR and client
+ * hydration in sync (no more `suppressHydrationWarning` drift).
+ */
+export const APP_TIME_ZONE = 'America/New_York'
+
+/**
+ * Format a date to a localized string, always in APP_TIME_ZONE.
 */
 export function formatDate(date: Date | string | null | undefined, options?: Intl.DateTimeFormatOptions): string {
  if (!date) return ''
  const dateObj = typeof date === 'string'
    ? new Date(date.includes('T') ? date : date + 'T00:00:00')
    : date
-  return new Intl.DateTimeFormat('en-US', options || { 
-    year: 'numeric', 
-    month: 'short', 
-    day: 'numeric' 
+  return new Intl.DateTimeFormat('en-US', {
+    year: 'numeric',
+    month: 'short',
+    day: 'numeric',
+    timeZone: APP_TIME_ZONE,
+    ...options,
  }).format(dateObj)
 }

 /**
- * Format a policy expiration date as the renewal date (expiration + 1 day).
+ * Format a date+time to a localized string, always in APP_TIME_ZONE.
+ * Use for timestamps such as createdAt, completedAt, audit log entries, etc.
+ */
+export function formatDateTime(date: Date | string | null | undefined, options?: Intl.DateTimeFormatOptions): string {
+  if (!date) return ''
+  const dateObj = typeof date === 'string' ? new Date(date) : date
+  return new Intl.DateTimeFormat('en-US', {
+    year: 'numeric',
+    month: 'short',
+    day: 'numeric',
+    hour: 'numeric',
+    minute: '2-digit',
+    timeZoneName: 'short',
+    timeZone: APP_TIME_ZONE,
+    ...options,
+  }).format(dateObj)
+}
+
+/**
+ * Format a policy expiration date as the renewal date (expiration + 1 day),
+ * always in APP_TIME_ZONE.
 * AMS stores expiration date (e.g. 12/31/2026); the renewal date is 1/1/2027.
 */
 export function formatRenewalDate(expirationDate: Date | string | null | undefined, options?: Intl.DateTimeFormatOptions): string {
@ -30,13 +60,30 @@ export function formatRenewalDate(expirationDate: Date | string | null | undefin
    ? new Date(expirationDate.includes('T') ? expirationDate : expirationDate + 'T00:00:00')
    : new Date(expirationDate)
  d.setDate(d.getDate() + 1)
-  return new Intl.DateTimeFormat('en-US', options || {
+  return new Intl.DateTimeFormat('en-US', {
    year: 'numeric',
    month: 'short',
    day: 'numeric',
+    timeZone: APP_TIME_ZONE,
+    ...options,
  }).format(d)
 }

+/**
+ * Today's calendar date (YYYY-MM-DD) in APP_TIME_ZONE. Use this instead of
+ * `new Date().toISOString().split('T')[0]` for "today" defaults/min/max on
+ * date inputs — the ISO/UTC version rolls over to the next day starting at
+ * 7-8pm Eastern, which is still "today" for our users.
+ */
+export function todayInAppTimeZone(): string {
+  return new Intl.DateTimeFormat('en-CA', {
+    timeZone: APP_TIME_ZONE,
+    year: 'numeric',
+    month: '2-digit',
+    day: '2-digit',
+  }).format(new Date())
+}
+
 /**
 * Format a date to relative time (e.g., "2 days ago", "in 3 hours")
 */