From 8c5516f353f2caf22f6ebe2a15b560fa7b8c2444 Mon Sep 17 00:00:00 2001
From: lorentz <lorentz@wulfconsulting.com>
Date: Fri, 10 Apr 2026 14:00:54 +0000
Subject: [PATCH] Tasks always show Policy #, Type, Renewal Date, and clickable
 notes icon on all surfaces

---
 .../src/app/(dashboard)/clients/[id]/page.tsx | 14 +++++++
 .../(dashboard)/tasks/assign/page-client.tsx  | 10 ++++-
 .../src/app/(dashboard)/tasks/page-client.tsx | 39 ++++++++++++-------
 .../src/components/clients/client-detail.tsx  | 29 +++++++++++++-
 4 files changed, 75 insertions(+), 17 deletions(-)

diff --git a/ondeck/src/app/(dashboard)/clients/[id]/page.tsx b/ondeck/src/app/(dashboard)/clients/[id]/page.tsx
index 90d69af..f895d1f 100644
--- a/ondeck/src/app/(dashboard)/clients/[id]/page.tsx
+++ b/ondeck/src/app/(dashboard)/clients/[id]/page.tsx
@@ -78,6 +78,14 @@ export default async function ClientDetailPage({
             }
           })(),
           include: {
+            policy: {
+              select: {
+                id: true,
+                policyNumber: true,
+                policyType: true,
+                expirationDate: true,
+              },
+            },
             assignments: {
               include: {
                 user: {
@@ -88,6 +96,12 @@ export default async function ClientDetailPage({
                 },
               },
             },
+            taskNotes: {
+              include: {
+                user: { select: { id: true, displayName: true, email: true } },
+              },
+              orderBy: { createdAt: 'asc' },
+            },
           },
           orderBy: { dueDate: 'asc' },
         },
diff --git a/ondeck/src/app/(dashboard)/tasks/assign/page-client.tsx b/ondeck/src/app/(dashboard)/tasks/assign/page-client.tsx
index 0fb6777..c26c478 100644
--- a/ondeck/src/app/(dashboard)/tasks/assign/page-client.tsx
+++ b/ondeck/src/app/(dashboard)/tasks/assign/page-client.tsx
@@ -23,7 +23,7 @@ import {
   TableRow,
 } from '@/components/ui/table'
 import { Users, Filter, CheckSquare, Wand2, MessageSquare } from 'lucide-react'
-import { formatDate } from '@/lib/utils'
+import { formatDate, formatRenewalDate } from '@/lib/utils'
 
 interface SimpleUser { id: string; displayName: string | null; email: string; department: string | null }
 interface SimpleClient { id: string; name: string }
@@ -327,6 +327,9 @@ export function BulkAssignClient({ users, clients, designations }: BulkAssignCli
                   <TableHead>Task</TableHead>
                   <TableHead>Client</TableHead>
                   <TableHead>Department</TableHead>
+                  <TableHead>Policy #</TableHead>
+                  <TableHead>Type</TableHead>
+                  <TableHead>Renewal</TableHead>
                   <TableHead>Due Date</TableHead>
                   <TableHead>Status</TableHead>
                   <TableHead>Assigned To</TableHead>
@@ -360,6 +363,11 @@ export function BulkAssignClient({ users, clients, designations }: BulkAssignCli
                     </TableCell>
                     <TableCell className="text-sm">{task.client?.name || '—'}</TableCell>
                     <TableCell className="text-sm">{task.department?.replace('_', ' ') || '—'}</TableCell>
+                    <TableCell className="text-sm">{task.policy?.policyNumber || '—'}</TableCell>
+                    <TableCell className="text-sm">{task.policy?.policyType || '—'}</TableCell>
+                    <TableCell className="text-sm" suppressHydrationWarning>
+                      {task.policy?.expirationDate ? formatRenewalDate(task.policy.expirationDate) : '—'}
+                    </TableCell>
                     <TableCell className="text-sm">
                       <span suppressHydrationWarning>{formatDate(task.dueDate)}</span>
                     </TableCell>
diff --git a/ondeck/src/app/(dashboard)/tasks/page-client.tsx b/ondeck/src/app/(dashboard)/tasks/page-client.tsx
index 4463025..1b50266 100644
--- a/ondeck/src/app/(dashboard)/tasks/page-client.tsx
+++ b/ondeck/src/app/(dashboard)/tasks/page-client.tsx
@@ -23,7 +23,7 @@ import {
 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 } from 'lucide-react'
 import { Input } from '@/components/ui/input'
-import { formatDate } from '@/lib/utils'
+import { formatDate, formatRenewalDate } from '@/lib/utils'
 import { AdditionalServiceModal } from '@/components/tasks/additional-service-modal'
 
 interface TaskUser { displayName: string | null; email: string }
@@ -222,18 +222,23 @@ function TaskCard({ task: initial }: { task: Task }) {
             ) : (
               <span className="inline-flex items-center rounded-full px-2 py-0.5 text-xs font-medium bg-muted text-muted-foreground">Client</span>
             )}
-            {notes.length > 0 && (
-              <span className="inline-flex items-center gap-1 text-xs text-muted-foreground">
-                <MessageSquare className="h-3 w-3" />{notes.length}
-              </span>
-            )}
+            <button
+              type="button"
+              onClick={() => setNoteOpen((o) => !o)}
+              className={`inline-flex items-center gap-1 text-xs rounded px-1 py-0.5 transition-colors ${
+                noteOpen ? 'bg-secondary text-foreground' : 'text-muted-foreground hover:text-foreground hover:bg-muted'
+              }`}
+              title="Toggle notes"
+            >
+              <MessageSquare className="h-3 w-3" />{notes.length > 0 ? notes.length : '+'}
+            </button>
           </div>
 
           {task.description && (
             <p className="text-sm text-muted-foreground mb-2 line-clamp-2">{task.description}</p>
           )}
 
-          {/* Meta row */}
+          {/* Meta row — always show policy number, type, renewal date */}
           <div className="flex flex-wrap gap-x-4 gap-y-1 text-sm">
             {task.client && (
               <span>
@@ -249,14 +254,20 @@ function TaskCard({ task: initial }: { task: Task }) {
                 </span>
               </span>
             )}
-            {task.policy && (
-              <span>
-                <span className="text-muted-foreground">Policy:</span>{' '}
-                <span className="font-medium">
-                  {[task.policy.policyNumber, task.policy.policyType].filter(Boolean).join(' · ')}
-                </span>
+            <span>
+              <span className="text-muted-foreground">Policy #:</span>{' '}
+              <span className="font-medium">{task.policy?.policyNumber || '—'}</span>
+            </span>
+            <span>
+              <span className="text-muted-foreground">Type:</span>{' '}
+              <span className="font-medium">{task.policy?.policyType || '—'}</span>
+            </span>
+            <span>
+              <span className="text-muted-foreground">Renewal:</span>{' '}
+              <span className="font-medium" suppressHydrationWarning>
+                {task.policy?.expirationDate ? formatRenewalDate(task.policy.expirationDate) : '—'}
               </span>
-            )}
+            </span>
             <span>
               <span className="text-muted-foreground">Due:</span>{' '}
               <span className={`font-medium ${isOverdue ? 'text-red-500' : ''}`}>
diff --git a/ondeck/src/components/clients/client-detail.tsx b/ondeck/src/components/clients/client-detail.tsx
index 584b8d0..d293ebd 100644
--- a/ondeck/src/components/clients/client-detail.tsx
+++ b/ondeck/src/components/clients/client-detail.tsx
@@ -20,7 +20,7 @@ import {
   SelectValue,
 } from '@/components/ui/select'
 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 } from 'lucide-react'
+import { Building2, MapPin, Phone, Mail, FileText, CheckSquare, CalendarRange, Users, X, Plus, UserCheck, StickyNote, Pencil, Trash2, ChevronDown, ChevronUp, ArrowUp, ArrowDown, ArrowUpDown, GitBranch, ChevronRight, Settings2, MessageSquare } from 'lucide-react'
 import { Combobox, type ComboboxGroup } from '@/components/ui/combobox'
 import { formatDate, formatRenewalDate } from '@/lib/utils'
 import { PolicyGroupManager } from '@/components/clients/policy-group-manager'
@@ -676,9 +676,34 @@ export function ClientDetail({ client, designations, policyGroups = [], allPolic
                             }`}>
                               {task.priority}
                             </span>
+                            <button
+                              type="button"
+                              className="inline-flex items-center gap-1 text-xs text-muted-foreground hover:text-foreground hover:bg-muted rounded px-1 py-0.5 transition-colors"
+                              title="View notes"
+                            >
+                              <MessageSquare className="h-3 w-3" />
+                              {(task.taskNotes?.length || 0) > 0 ? task.taskNotes.length : '+'}
+                            </button>
+                          </div>
+                          {/* Always show Policy #, Type, Renewal Date */}
+                          <div className="flex flex-wrap gap-x-4 gap-y-1 text-sm mt-1">
+                            <span>
+                              <span className="text-muted-foreground">Policy #:</span>{' '}
+                              <span className="font-medium">{task.policy?.policyNumber || '—'}</span>
+                            </span>
+                            <span>
+                              <span className="text-muted-foreground">Type:</span>{' '}
+                              <span className="font-medium">{task.policy?.policyType || '—'}</span>
+                            </span>
+                            <span>
+                              <span className="text-muted-foreground">Renewal:</span>{' '}
+                              <span className="font-medium" suppressHydrationWarning>
+                                {task.policy?.expirationDate ? formatRenewalDate(task.policy.expirationDate) : '—'}
+                              </span>
+                            </span>
                           </div>
                           {task.description && (
-                            <p className="text-sm text-muted-foreground line-clamp-2">{task.description}</p>
+                            <p className="text-sm text-muted-foreground line-clamp-2 mt-1">{task.description}</p>
                           )}
                           {task.assignments?.length > 0 && (
                             <p className="mt-1 text-sm text-muted-foreground">