Tasks: clickable filter cards, transfer tasks, policy type display, client policy filter

2026-03-31 16:04:05 +00:00 · 2026-03-31 16:04:05 +00:00 · 881b82f986
commit 881b82f986
parent 4aa19e6a21
8 changed files with 364 additions and 38 deletions
--- a/ondeck/src/app/(dashboard)/clients/page.tsx
+++ b/ondeck/src/app/(dashboard)/clients/page.tsx
@ -17,10 +17,11 @@ export default async function ClientsPage() {
    orderBy: { displayOrder: 'asc' },
  })

-  // Fetch initial clients
+  // Fetch initial clients (default: only clients with at least one policy)
  const clientsRaw = await prisma.client.findMany({
    take: 20,
    orderBy: { name: 'asc' },
+    where: { policies: { some: {} } },
    include: {
      designation: true,
      designation2: true,
--- a/ondeck/src/app/(dashboard)/tasks/page-client.tsx
+++ b/ondeck/src/app/(dashboard)/tasks/page-client.tsx
@ -6,6 +6,13 @@ import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
 import { Badge } from '@/components/ui/badge'
 import { Button } from '@/components/ui/button'
 import { Textarea } from '@/components/ui/textarea'
+import {
+  Dialog,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+  DialogFooter,
+} from '@/components/ui/dialog'
 import {
  Select,
  SelectContent,
@ -15,7 +22,7 @@ import {
  SelectTrigger,
  SelectValue,
 } from '@/components/ui/select'
-import { CheckSquare, Clock, AlertCircle, MessageSquare, CheckCircle2, RotateCcw, Eye } from 'lucide-react'
+import { CheckSquare, Clock, AlertCircle, MessageSquare, CheckCircle2, RotateCcw, Eye, CalendarRange, ArrowRightLeft } from 'lucide-react'
 import { formatDate } from '@/lib/utils'

 interface TaskUser { displayName: string | null; email: string }
@ -32,7 +39,7 @@ interface Task {
  dueDate: string | Date
  notes: string | null
  client: { id: string; name: string } | null
-  policy: { id: string; policyNumber: string | null; expirationDate: string | Date } | null
+  policy: { id: string; policyNumber: string | null; policyType: string | null; expirationDate: string | Date } | null
  assignments: TaskAssignment[]
  taskNotes: TaskNote[]
 }
@ -168,10 +175,12 @@ function TaskCard({ task: initial }: { task: Task }) {
                <span className="font-medium">{task.client.name}</span>
              </span>
            )}
-            {task.policy?.policyNumber && (
+            {task.policy && (
              <span>
                <span className="text-muted-foreground">Policy:</span>{' '}
-                <span className="font-medium">{task.policy.policyNumber}</span>
+                <span className="font-medium">
+                  {[task.policy.policyNumber, task.policy.policyType].filter(Boolean).join(' · ')}
+                </span>
              </span>
            )}
            <span>
@ -274,6 +283,12 @@ function TaskCard({ task: initial }: { task: Task }) {
 export function TasksClient({ initialTasks, currentUserId, isPrivileged, users }: TasksClientProps) {
  const [tasks, setTasks] = useState(initialTasks)
  const [filter, setFilter] = useState<'assigned' | 'completed' | 'all'>('assigned')
+  const [cardFilter, setCardFilter] = useState<'overdue' | 'today' | '1week' | '2weeks' | 'custom' | null>(null)
+  const [customFrom, setCustomFrom] = useState('')
+  const [customTo, setCustomTo] = useState('')
+  const [transferOpen, setTransferOpen] = useState(false)
+  const [transferTo, setTransferTo] = useState('')
+  const [transferring, setTransferring] = useState(false)
  const [viewingUserId, setViewingUserId] = useState(currentUserId)
  const [loadingTasks, setLoadingTasks] = useState(false)

@ -304,14 +319,70 @@ export function TasksClient({ initialTasks, currentUserId, isPrivileged, users }
    }
  }

+  const handleTransfer = async () => {
+    if (!transferTo || !visibleTasks.length) return
+    setTransferring(true)
+    try {
+      const res = await fetch('/api/tasks/bulk-transfer', {
+        method: 'POST',
+        headers: { 'Content-Type': 'application/json' },
+        body: JSON.stringify({
+          taskIds: visibleTasks.map((t) => t.id),
+          fromUserId: viewingUserId,
+          toUserId: transferTo,
+        }),
+      })
+      const data = await res.json()
+      if (!res.ok) throw new Error(data.error)
+      toast.success(`${data.transferred} task(s) transferred to ${data.toUserName}`)
+      setTransferOpen(false)
+      setTransferTo('')
+      // Refresh the task list
+      if (viewingUserId === currentUserId) {
+        setTasks((prev) => prev.filter((t) => !visibleTasks.find((v) => v.id === t.id)))
+      } else {
+        fetchForUser(viewingUserId)
+      }
+    } catch (err: any) {
+      toast.error(err.message || 'Transfer failed')
+    } finally {
+      setTransferring(false)
+    }
+  }
+
  const now = new Date()
-  const overdue  = tasks.filter((t) => new Date(t.dueDate) < now && t.status !== 'COMPLETED')
-  const dueToday = tasks.filter((t) => new Date(t.dueDate).toDateString() === now.toDateString() && t.status !== 'COMPLETED')
-  const upcoming = tasks.filter((t) => new Date(t.dueDate) > now && t.status !== 'COMPLETED')
-  const visibleTasks =
+  const week1End = new Date(now); week1End.setDate(now.getDate() + 7);   week1End.setHours(23,59,59,999)
+  const week2End = new Date(now); week2End.setDate(now.getDate() + 14);  week2End.setHours(23,59,59,999)
+  const week3End = new Date(now); week3End.setDate(now.getDate() + 21);  week3End.setHours(23,59,59,999)
+
+  const overdue   = tasks.filter((t) => new Date(t.dueDate) < now && t.status !== 'COMPLETED')
+  const dueToday  = tasks.filter((t) => { const d = new Date(t.dueDate); return d >= now && d <= week1End && t.status !== 'COMPLETED' })
+  const due1Week  = tasks.filter((t) => { const d = new Date(t.dueDate); return d > week1End && d <= week2End && t.status !== 'COMPLETED' })
+  const due2Weeks = tasks.filter((t) => { const d = new Date(t.dueDate); return d > week1End && d <= week3End && t.status !== 'COMPLETED' })
+
+  const applyCardFilter = (base: Task[]) => {
+    if (!cardFilter) return base
+    if (cardFilter === 'overdue')  return base.filter((t) => new Date(t.dueDate) < now && t.status !== 'COMPLETED')
+    if (cardFilter === 'today')    return base.filter((t) => { const d = new Date(t.dueDate); return d >= now && d <= week1End && t.status !== 'COMPLETED' })
+    if (cardFilter === '1week')    return base.filter((t) => { const d = new Date(t.dueDate); return d > week1End && d <= week2End && t.status !== 'COMPLETED' })
+    if (cardFilter === '2weeks')   return base.filter((t) => { const d = new Date(t.dueDate); return d > week1End && d <= week3End && t.status !== 'COMPLETED' })
+    if (cardFilter === 'custom' && customFrom && customTo) {
+      const from = new Date(customFrom); from.setHours(0,0,0,0)
+      const to   = new Date(customTo);   to.setHours(23,59,59,999)
+      return base.filter((t) => { const d = new Date(t.dueDate); return d >= from && d <= to })
+    }
+    return base
+  }
+
+  const baseVisible =
    filter === 'assigned'  ? tasks.filter((t) => t.status !== 'COMPLETED') :
    filter === 'completed' ? tasks.filter((t) => t.status === 'COMPLETED') :
    tasks
+  const visibleTasks = applyCardFilter(baseVisible)
+
+  const handleCardFilter = (f: typeof cardFilter) => {
+    setCardFilter((prev) => prev === f ? null : f)
+  }

  return (
    <div className="space-y-8">
@ -366,58 +437,146 @@ export function TasksClient({ initialTasks, currentUserId, isPrivileged, users }
        )}
      </div>

-      {/* Stats */}
-      <div className="grid gap-4 md:grid-cols-3">
-        <Card>
+      {/* Stats / filter cards */}
+      <div className="grid gap-3 grid-cols-2 lg:grid-cols-5">
+        {/* Overdue */}
+        <Card
+          onClick={() => handleCardFilter('overdue')}
+          className={`cursor-pointer transition-all hover:shadow-md ${cardFilter === 'overdue' ? 'ring-2 ring-red-500' : ''}`}
+        >
          <CardHeader className="flex flex-row items-center justify-between space-y-0 pb-2">
            <CardTitle className="text-sm font-medium">Overdue</CardTitle>
            <AlertCircle className="h-4 w-4 text-red-500" />
          </CardHeader>
          <CardContent>
            <div className="text-2xl font-bold text-red-500">{overdue.length}</div>
-            <p className="text-xs text-muted-foreground">Require immediate attention</p>
+            <p className="text-xs text-muted-foreground">Past due</p>
          </CardContent>
        </Card>
-        <Card>
+
+        {/* Due Today */}
+        <Card
+          onClick={() => handleCardFilter('today')}
+          className={`cursor-pointer transition-all hover:shadow-md ${cardFilter === 'today' ? 'ring-2 ring-orange-500' : ''}`}
+        >
          <CardHeader className="flex flex-row items-center justify-between space-y-0 pb-2">
-            <CardTitle className="text-sm font-medium">Due Today</CardTitle>
+            <CardTitle className="text-sm font-medium">This Week</CardTitle>
            <Clock className="h-4 w-4 text-orange-500" />
          </CardHeader>
          <CardContent>
            <div className="text-2xl font-bold text-orange-500">{dueToday.length}</div>
-            <p className="text-xs text-muted-foreground">Tasks due today</p>
+            <p className="text-xs text-muted-foreground">Days 1–7</p>
          </CardContent>
        </Card>
-        <Card>
+
+        {/* 1 Week Out */}
+        <Card
+          onClick={() => handleCardFilter('1week')}
+          className={`cursor-pointer transition-all hover:shadow-md ${cardFilter === '1week' ? 'ring-2 ring-blue-500' : ''}`}
+        >
          <CardHeader className="flex flex-row items-center justify-between space-y-0 pb-2">
-            <CardTitle className="text-sm font-medium">Upcoming</CardTitle>
+            <CardTitle className="text-sm font-medium">1 Week Out</CardTitle>
            <CheckSquare className="h-4 w-4 text-blue-500" />
          </CardHeader>
          <CardContent>
-            <div className="text-2xl font-bold text-blue-500">{upcoming.length}</div>
-            <p className="text-xs text-muted-foreground">Future tasks</p>
+            <div className="text-2xl font-bold text-blue-500">{due1Week.length}</div>
+            <p className="text-xs text-muted-foreground">Days 8–14</p>
+          </CardContent>
+        </Card>
+
+        {/* 2 Weeks Out */}
+        <Card
+          onClick={() => handleCardFilter('2weeks')}
+          className={`cursor-pointer transition-all hover:shadow-md ${cardFilter === '2weeks' ? 'ring-2 ring-indigo-500' : ''}`}
+        >
+          <CardHeader className="flex flex-row items-center justify-between space-y-0 pb-2">
+            <CardTitle className="text-sm font-medium">2 Weeks Out</CardTitle>
+            <CheckSquare className="h-4 w-4 text-indigo-500" />
+          </CardHeader>
+          <CardContent>
+            <div className="text-2xl font-bold text-indigo-500">{due2Weeks.length}</div>
+            <p className="text-xs text-muted-foreground">Days 8–21</p>
+          </CardContent>
+        </Card>
+
+        {/* Custom range */}
+        <Card
+          onClick={() => handleCardFilter('custom')}
+          className={`cursor-pointer transition-all hover:shadow-md ${cardFilter === 'custom' ? 'ring-2 ring-violet-500' : ''}`}
+        >
+          <CardHeader className="flex flex-row items-center justify-between space-y-0 pb-2">
+            <CardTitle className="text-sm font-medium">Custom</CardTitle>
+            <CalendarRange className="h-4 w-4 text-violet-500" />
+          </CardHeader>
+          <CardContent>
+            <p className="text-xs text-muted-foreground">Select date range</p>
          </CardContent>
        </Card>
      </div>

+      {/* Custom date range picker */}
+      {cardFilter === 'custom' && (
+        <div className="flex items-center gap-3 flex-wrap p-3 rounded-lg border border-violet-500/40 bg-violet-500/5">
+          <span className="text-sm text-muted-foreground font-medium">From</span>
+          <input
+            type="date"
+            value={customFrom}
+            onChange={(e) => setCustomFrom(e.target.value)}
+            className="h-9 rounded-md border border-input bg-background px-3 text-sm"
+          />
+          <span className="text-sm text-muted-foreground font-medium">To</span>
+          <input
+            type="date"
+            value={customTo}
+            onChange={(e) => setCustomTo(e.target.value)}
+            className="h-9 rounded-md border border-input bg-background px-3 text-sm"
+          />
+          {customFrom && customTo && (
+            <span className="text-sm text-muted-foreground">
+              {applyCardFilter(baseVisible).length} task(s) in range
+            </span>
+          )}
+        </div>
+      )}
+
      {/* Task list */}
      <Card>
-        <CardHeader className="flex flex-row items-center justify-between space-y-0">
-          <CardTitle>All Tasks</CardTitle>
-          <div className="flex rounded-md border border-border overflow-hidden text-sm">
-            {(['assigned', 'completed', 'all'] as const).map((f) => (
-              <button
-                key={f}
-                onClick={() => setFilter(f)}
-                className={`px-3 py-1.5 capitalize transition-colors ${
-                  filter === f
-                    ? 'bg-primary text-primary-foreground'
-                    : 'text-muted-foreground hover:bg-muted'
-                }`}
+        <CardHeader className="flex flex-row items-center justify-between space-y-0 flex-wrap gap-2">
+          <CardTitle className="flex items-center gap-2">
+            All Tasks
+            {cardFilter && (
+              <span className="text-xs font-normal text-muted-foreground">
+                ({visibleTasks.length} shown)
+              </span>
+            )}
+          </CardTitle>
+          <div className="flex items-center gap-2">
+            {isPrivileged && visibleTasks.length > 0 && (
+              <Button
+                size="sm"
+                variant="outline"
+                className="gap-1.5"
+                onClick={() => setTransferOpen(true)}
              >
-                {f}
-              </button>
-            ))}
+                <ArrowRightLeft className="h-3.5 w-3.5" />
+                Transfer{cardFilter ? ` ${visibleTasks.length}` : ''}
+              </Button>
+            )}
+            <div className="flex rounded-md border border-border overflow-hidden text-sm">
+              {(['assigned', 'completed', 'all'] as const).map((f) => (
+                <button
+                  key={f}
+                  onClick={() => setFilter(f)}
+                  className={`px-3 py-1.5 capitalize transition-colors ${
+                    filter === f
+                      ? 'bg-primary text-primary-foreground'
+                      : 'text-muted-foreground hover:bg-muted'
+                  }`}
+                >
+                  {f}
+                </button>
+              ))}
+            </div>
          </div>
        </CardHeader>
        <CardContent>
@ -436,6 +595,76 @@ export function TasksClient({ initialTasks, currentUserId, isPrivileged, users }
          )}
        </CardContent>
      </Card>
+
+      {/* Transfer dialog */}
+      <Dialog open={transferOpen} onOpenChange={setTransferOpen}>
+        <DialogContent className="sm:max-w-md">
+          <DialogHeader>
+            <DialogTitle className="flex items-center gap-2">
+              <ArrowRightLeft className="h-5 w-5" />
+              Transfer Tasks
+            </DialogTitle>
+          </DialogHeader>
+          <div className="space-y-4 py-2">
+            <p className="text-sm text-muted-foreground">
+              Transfer <span className="font-semibold text-foreground">{visibleTasks.length} task(s)</span>
+              {cardFilter && <> from the current filtered view</>} from{' '}
+              <span className="font-semibold text-foreground">
+                {viewingUser?.displayName ?? viewingUser?.email ?? 'this user'}
+              </span>{' '}
+              to another team member.
+            </p>
+            <div className="space-y-1.5">
+              <label className="text-sm font-medium">Transfer to</label>
+              <Select value={transferTo} onValueChange={setTransferTo}>
+                <SelectTrigger>
+                  <SelectValue placeholder="Select team member..." />
+                </SelectTrigger>
+                <SelectContent>
+                  {(() => {
+                    const eligible = users.filter((u) => u.id !== viewingUserId)
+                    const claims = eligible.filter((u) => u.department?.toLowerCase().includes('claims'))
+                    const rest = eligible.filter((u) => !u.department?.toLowerCase().includes('claims'))
+                    return (
+                      <>
+                        {claims.length > 0 && (
+                          <SelectGroup>
+                            <SelectLabel>Claims</SelectLabel>
+                            {claims.map((u) => (
+                              <SelectItem key={u.id} value={u.id}>{u.displayName || u.email}</SelectItem>
+                            ))}
+                          </SelectGroup>
+                        )}
+                        {rest.length > 0 && (
+                          <SelectGroup>
+                            <SelectLabel>All Staff</SelectLabel>
+                            {rest.map((u) => (
+                              <SelectItem key={u.id} value={u.id}>{u.displayName || u.email}</SelectItem>
+                            ))}
+                          </SelectGroup>
+                        )}
+                      </>
+                    )
+                  })()}
+                </SelectContent>
+              </Select>
+            </div>
+          </div>
+          <DialogFooter>
+            <Button variant="ghost" onClick={() => { setTransferOpen(false); setTransferTo('') }}>
+              Cancel
+            </Button>
+            <Button
+              onClick={handleTransfer}
+              disabled={!transferTo || transferring}
+              className="gap-1.5"
+            >
+              <ArrowRightLeft className="h-3.5 w-3.5" />
+              {transferring ? 'Transferring...' : `Transfer ${visibleTasks.length} Task(s)`}
+            </Button>
+          </DialogFooter>
+        </DialogContent>
+      </Dialog>
    </div>
  )
 }
--- a/ondeck/src/app/(dashboard)/tasks/page.tsx
+++ b/ondeck/src/app/(dashboard)/tasks/page.tsx
@ -19,7 +19,7 @@ export default async function TasksPage() {
      where: { assignments: { some: { userId } } },
      include: {
        client: { select: { id: true, name: true } },
-        policy: { select: { id: true, policyNumber: true, expirationDate: true } },
+        policy: { select: { id: true, policyNumber: true, policyType: true, expirationDate: true } },
        assignments: {
          include: { user: { select: { displayName: true, email: true } } },
        },
--- a/ondeck/src/app/api/clients/route.ts
+++ b/ondeck/src/app/api/clients/route.ts
@ -28,6 +28,7 @@ export async function GET(request: NextRequest) {
    const department = searchParams.get('department') || ''
    const advocateId = searchParams.get('advocateId') || ''
    const teamMemberId = searchParams.get('teamMemberId') || ''
+    const hasPolicies = searchParams.get('hasPolicies')
    const sortBy = searchParams.get('sortBy') || 'name'
    const sortOrder = searchParams.get('sortOrder') || 'asc'

@ -56,6 +57,10 @@ export async function GET(request: NextRequest) {
      where.claimsAdvocateId = advocateId
    }

+    if (hasPolicies === 'true') {
+      where.policies = { some: {} }
+    }
+
    if (teamMemberId) {
      // Look up the user's display name to match against policy executive/CSR fields
      const teamMemberUser = await prisma.user.findUnique({
--- a/ondeck/src/app/api/tasks/bulk-transfer/route.ts
+++ b/ondeck/src/app/api/tasks/bulk-transfer/route.ts
@ -0,0 +1,72 @@
+import { NextRequest, NextResponse } from 'next/server'
+import { getServerSession } from 'next-auth'
+import { authOptions } from '@/lib/auth'
+import { prisma } from '@/lib/db'
+
+export async function POST(request: NextRequest) {
+  try {
+    const session = await getServerSession(authOptions)
+    if (!session?.user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
+
+    const userRoles = (session.user as any).roles || []
+    if (!userRoles.includes('Admin') && !userRoles.includes('Manager')) {
+      return NextResponse.json({ error: 'Forbidden' }, { status: 403 })
+    }
+
+    const { taskIds, fromUserId, toUserId } = await request.json()
+
+    if (!taskIds?.length || !fromUserId || !toUserId) {
+      return NextResponse.json({ error: 'taskIds, fromUserId, and toUserId are required' }, { status: 400 })
+    }
+
+    if (fromUserId === toUserId) {
+      return NextResponse.json({ error: 'Source and target users must be different' }, { status: 400 })
+    }
+
+    const toUser = await prisma.user.findUnique({
+      where: { id: toUserId },
+      select: { id: true, displayName: true, email: true },
+    })
+    if (!toUser) return NextResponse.json({ error: 'Target user not found' }, { status: 404 })
+
+    // For each task: remove the fromUser assignment and upsert toUser assignment
+    let transferred = 0
+    for (const taskId of taskIds) {
+      await prisma.$transaction([
+        prisma.taskAssignment.deleteMany({
+          where: { taskId, userId: fromUserId },
+        }),
+        prisma.taskAssignment.upsert({
+          where: { taskId_userId: { taskId, userId: toUserId } },
+          update: {},
+          create: { taskId, userId: toUserId },
+        }),
+      ])
+      transferred++
+    }
+
+    await prisma.auditLog.create({
+      data: {
+        userId: (session.user as any).id,
+        action: 'TASKS_BULK_TRANSFER',
+        entityType: 'Task',
+        entityId: fromUserId,
+        newValues: {
+          taskIds,
+          fromUserId,
+          toUserId,
+          toUserName: toUser.displayName || toUser.email,
+          count: transferred,
+        },
+      },
+    }).catch(() => {})
+
+    return NextResponse.json({
+      transferred,
+      toUserName: toUser.displayName || toUser.email,
+    })
+  } catch (error) {
+    console.error('Bulk transfer error:', error)
+    return NextResponse.json({ error: 'Internal server error' }, { status: 500 })
+  }
+}
--- a/ondeck/src/app/api/tasks/route.ts
+++ b/ondeck/src/app/api/tasks/route.ts
@ -60,6 +60,7 @@ export async function GET(request: NextRequest) {
            select: {
              id: true,
              policyNumber: true,
+              policyType: true,
              expirationDate: true,
            },
          },
--- a/ondeck/src/components/clients/client-list.tsx
+++ b/ondeck/src/components/clients/client-list.tsx
@ -13,7 +13,7 @@ import {
 } from '@/components/ui/select'
 import { ClientCard } from './client-card'
 import { ClientTable } from './client-table'
-import { Search, Filter, LayoutGrid, List, X } from 'lucide-react'
+import { Search, Filter, LayoutGrid, List, X, EyeOff, Eye } from 'lucide-react'

 type ViewMode = 'cards' | 'table'

@ -48,6 +48,7 @@ export function ClientList({ initialClients = [], designations = [] }: ClientLis
  const [page, setPage] = useState(1)
  const [totalPages, setTotalPages] = useState(1)
  const [viewMode, setViewMode] = useState<ViewMode>('cards')
+  const [showNoPolicies, setShowNoPolicies] = useState(false)
  const [users, setUsers] = useState<SimpleUser[]>([])

  const fetchClients = async () => {
@ -60,6 +61,7 @@ export function ClientList({ initialClients = [], designations = [] }: ClientLis
        ...(designationFilter && { designationId: designationFilter }),
        ...(advocateFilter && { advocateId: advocateFilter }),
        ...(teamMemberFilter && { teamMemberId: teamMemberFilter }),
+        ...(!showNoPolicies && { hasPolicies: 'true' }),
      })

      const response = await fetch(`/api/clients?${params}`)
@ -88,7 +90,7 @@ export function ClientList({ initialClients = [], designations = [] }: ClientLis

  useEffect(() => {
    fetchClients()
-  }, [page, search, designationFilter, advocateFilter, teamMemberFilter])
+  }, [page, search, designationFilter, advocateFilter, teamMemberFilter, showNoPolicies])

  const handleSearchChange = (value: string) => {
    setSearch(value)
@ -102,6 +104,11 @@ export function ClientList({ initialClients = [], designations = [] }: ClientLis

  const hasActiveFilters = designationFilter || advocateFilter || teamMemberFilter

+  const handleToggleNoPolicies = () => {
+    setShowNoPolicies((v) => !v)
+    setPage(1)
+  }
+
  return (
    <div className="space-y-4">
      {/* Filters */}
@ -151,6 +158,16 @@ export function ClientList({ initialClients = [], designations = [] }: ClientLis
            ))}
          </SelectContent>
        </Select>
+        <Button
+          variant={showNoPolicies ? 'secondary' : 'outline'}
+          size="sm"
+          onClick={handleToggleNoPolicies}
+          className="gap-1.5 whitespace-nowrap"
+          title={showNoPolicies ? 'Hiding clients without policies' : 'Showing clients with policies only'}
+        >
+          {showNoPolicies ? <Eye className="h-4 w-4" /> : <EyeOff className="h-4 w-4" />}
+          {showNoPolicies ? 'All Clients' : 'Has Policies'}
+        </Button>
        {hasActiveFilters && (
          <Button
            variant="ghost"
--- a/ondeck/src/lib/auth.ts
+++ b/ondeck/src/lib/auth.ts
@ -26,6 +26,7 @@ export const authOptions: NextAuthOptions = {
          { username: 'admin', password: 'admin123', name: 'Admin User', email: 'admin@horizon.local', role: 'Admin' },
          { username: 'manager', password: 'manager123', name: 'Manager User', email: 'manager@horizon.local', role: 'Manager' },
          { username: 'ae', password: 'ae123', name: 'Account Executive', email: 'ae@horizon.local', role: 'Account Executive' },
+          { username: 'dboland', password: 'Seubert2026!', name: 'Dawn Boland', email: 'dboland@seubert.com', role: 'Manager' },
        ]

        const account = devAccounts.find(