From 9331618ba6636375eaa581fd42bee5a2b8dc0022 Mon Sep 17 00:00:00 2001
From: lorentz <lorentz@wulfconsulting.com>
Date: Thu, 23 Apr 2026 12:40:19 +0000
Subject: [PATCH] Task templates: add policyTypeFilter field to form, table,
 and API

---
 .../admin/task-template-manager.tsx           | 56 +++++++++++++++++++
 1 file changed, 56 insertions(+)

diff --git a/ondeck/src/components/admin/task-template-manager.tsx b/ondeck/src/components/admin/task-template-manager.tsx
index 2da6b75..9318d66 100644
--- a/ondeck/src/components/admin/task-template-manager.tsx
+++ b/ondeck/src/components/admin/task-template-manager.tsx
@@ -66,6 +66,7 @@ interface TaskTemplate {
   displayOrder: number | null
   level: TaskLevel
   designationId: string | null
+  policyTypeFilter: string | null
   designation: Designation | null
   _count: { tasks: number }
 }
@@ -102,6 +103,25 @@ const LEVELS: { value: TaskLevel; label: string }[] = [
   { value: 'POLICY', label: 'Policy only' },
 ]
 
+const POLICY_TYPES = [
+  'Workers Compensation',
+  'Package',
+  'General Liability',
+  'Business Auto',
+  'Umbrella(C)',
+  'Commercial Property',
+  'Inland Marine (C)',
+  'Cyber  Liability',
+  'BOP',
+  'Crime',
+  'Pollution Liability',
+  'Errors & Ommissions Professional Liability',
+  'Employment Practices  Liability',
+  'Directors & Officers',
+  'Motor Truck Cargo',
+  'ERISA',
+]
+
 const emptyTemplate = {
   name: '',
   description: '',
@@ -114,6 +134,7 @@ const emptyTemplate = {
   displayOrder: null as number | null,
   level: 'BOTH' as TaskLevel,
   designationId: null as string | null,
+  policyTypeFilter: null as string | null,
 }
 
 export function TaskTemplateManager({
@@ -166,6 +187,7 @@ export function TaskTemplateManager({
       displayOrder: template.displayOrder,
       level: template.level,
       designationId: template.designationId,
+      policyTypeFilter: template.policyTypeFilter,
     })
     setIsDialogOpen(true)
   }
@@ -188,6 +210,7 @@ export function TaskTemplateManager({
           description: formData.description || null,
           displayOrder: formData.displayOrder || null,
           designationId: formData.designationId || null,
+          policyTypeFilter: formData.policyTypeFilter || null,
         }),
       })
 
@@ -477,6 +500,31 @@ export function TaskTemplateManager({
                           </SelectContent>
                         </Select>
                       </div>
+                      <div className="grid gap-2">
+                        <Label>Policy Type Filter</Label>
+                        <Select
+                          value={formData.policyTypeFilter || 'none'}
+                          onValueChange={(value) =>
+                            setFormData((prev) => ({
+                              ...prev,
+                              policyTypeFilter: value === 'none' ? null : value,
+                            }))
+                          }
+                        >
+                          <SelectTrigger>
+                            <SelectValue placeholder="Any policy type" />
+                          </SelectTrigger>
+                          <SelectContent>
+                            <SelectItem value="none">Any policy type</SelectItem>
+                            {POLICY_TYPES.map((pt) => (
+                              <SelectItem key={pt} value={pt}>
+                                {pt}
+                              </SelectItem>
+                            ))}
+                          </SelectContent>
+                        </Select>
+                        <p className="text-xs text-muted-foreground">Only generate this task for policies of this type. Leave blank for all types.</p>
+                      </div>
                       <div className="grid gap-2">
                         <Label>Designation</Label>
                         <Select
@@ -578,6 +626,7 @@ export function TaskTemplateManager({
                   <TableHead>Department</TableHead>
                   <TableHead>Timing</TableHead>
                   <TableHead>Level</TableHead>
+                  <TableHead>Policy Type</TableHead>
                   <TableHead>Designation</TableHead>
                   <TableHead>Priority</TableHead>
                   <TableHead>Status</TableHead>
@@ -620,6 +669,13 @@ export function TaskTemplateManager({
                         {LEVELS.find((l) => l.value === template.level)?.label || template.level}
                       </span>
                     </TableCell>
+                    <TableCell>
+                      {template.policyTypeFilter ? (
+                        <Badge variant="outline" className="text-xs font-normal">{template.policyTypeFilter}</Badge>
+                      ) : (
+                        <span className="text-xs text-muted-foreground">Any</span>
+                      )}
+                    </TableCell>
                     <TableCell>
                       {template.designation ? (
                         <Badge variant="outline" className="flex items-center gap-1 w-fit">