Task card carrier/writing co + group popover; fix Renews date; filter 0-policy setup queue; login tagline; advocate reassign dialog

2026-04-13 17:42:36 +00:00 · 2026-04-13 17:42:36 +00:00 · a6fa5d12ea
commit a6fa5d12ea
parent 384821de33
10 changed files with 258 additions and 30 deletions
--- a/ondeck/src/app/(dashboard)/manager/setup/page.tsx
+++ b/ondeck/src/app/(dashboard)/manager/setup/page.tsx
@ -33,6 +33,7 @@ export default async function SetupQueuePage() {
  const clients = await prisma.client.findMany({
    where: {
      designation: { name: { in: ['Shape', 'Shape 2'] } },
+      policies: { some: {} },
      OR: [
        { claimsAdvocateId: null },
        { setupCompletedAt: null },
--- a/ondeck/src/app/(dashboard)/tasks/page-client.tsx
+++ b/ondeck/src/app/(dashboard)/tasks/page-client.tsx
@ -1,6 +1,6 @@
 'use client'

-import { useState, useCallback, useEffect } from 'react'
+import { useState, useCallback, useEffect, useRef } from 'react'
 import { toast } from 'sonner'
 import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
 import { Badge } from '@/components/ui/badge'
@ -21,7 +21,7 @@ import {
  SelectValue,
 } from '@/components/ui/select'
 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 } from 'lucide-react'
+import { CheckSquare, Clock, AlertCircle, MessageSquare, CheckCircle2, RotateCcw, Eye, CalendarRange, ArrowRightLeft, Search, X, Building2, Plus, Ban, ArrowUpDown, ArrowUp, ArrowDown, Filter, Pencil, ChevronDown } from 'lucide-react'
 import { Tooltip, TooltipContent, TooltipProvider, TooltipTrigger } from '@/components/ui/tooltip'
 import { Input } from '@/components/ui/input'
 import { formatDate, formatRenewalDate } from '@/lib/utils'
@ -43,7 +43,7 @@ interface Task {
  dueDate: string | Date
  notes: string | null
  client: { id: string; name: string } | null
-  policy: { id: string; policyNumber: string | null; policyType: string | null; expirationDate: string | Date } | null
+  policy: { id: string; policyNumber: string | null; policyType: string | null; expirationDate: string | Date; carrierName: string | null; writingCompanyName: string | null } | null
  policyGroup: { id: string; name: string | null; renewalDate: string | Date | null } | null
  assignments: TaskAssignment[]
  taskNotes: TaskNote[]
@ -100,6 +100,10 @@ function TaskCard({ task: initial }: { task: Task }) {
  const [naSubmitting, setNaSubmitting] = useState(false)
  const [editOpen, setEditOpen] = useState(false)
  const [statusUpdating, setStatusUpdating] = useState(false)
+  const [groupPoliciesOpen, setGroupPoliciesOpen] = useState(false)
+  const [groupPolicies, setGroupPolicies] = useState<any[]>([])
+  const [groupPoliciesLoading, setGroupPoliciesLoading] = useState(false)
+  const groupPopoverRef = useRef<HTMLDivElement>(null)
  const [completeDialogOpen, setCompleteDialogOpen] = useState(false)
  const [imageRightFiled, setImageRightFiled] = useState<boolean | null>(null)
  const [reminderDate, setReminderDate] = useState('')
@ -203,6 +207,22 @@ function TaskCard({ task: initial }: { task: Task }) {

  const levelLabel = task.policyGroup ? 'Group' : task.policy ? 'Policy' : 'Client'

+  const handleGroupClick = async () => {
+    if (groupPoliciesOpen) { setGroupPoliciesOpen(false); return }
+    if (groupPolicies.length === 0 && task.policyGroup?.id) {
+      setGroupPoliciesLoading(true)
+      try {
+        const res = await fetch(`/api/policy-groups/${task.policyGroup.id}`)
+        if (res.ok) {
+          const data = await res.json()
+          setGroupPolicies(data.policies || [])
+        }
+      } catch {}
+      finally { setGroupPoliciesLoading(false) }
+    }
+    setGroupPoliciesOpen(true)
+  }
+
  const handleQuickStatus = async (newStatus: string) => {
    if (newStatus === task.status) return
    if (newStatus === 'NA') { setNaDialogOpen(true); return }
@ -271,6 +291,52 @@ function TaskCard({ task: initial }: { task: Task }) {
            <span><span className="text-muted-foreground">Type</span> <span className="text-foreground font-medium">{task.policy?.policyType || '—'}</span></span>
            <span><span className="text-muted-foreground">Renewal</span> <span className="text-foreground font-medium" suppressHydrationWarning>{task.policyGroup?.renewalDate ? formatDate(task.policyGroup.renewalDate) : task.policy?.expirationDate ? formatRenewalDate(task.policy.expirationDate) : '—'}</span></span>
          </div>
+          {task.policyGroup && (
+            <div className="relative" ref={groupPopoverRef}>
+              <button
+                onClick={handleGroupClick}
+                className="flex items-center gap-1 text-[13px] font-medium text-foreground hover:underline"
+              >
+                <span className="text-muted-foreground">Group</span>&nbsp;{task.policyGroup.name || 'Unnamed Group'}
+                <ChevronDown className={`h-3 w-3 text-muted-foreground transition-transform ${groupPoliciesOpen ? 'rotate-180' : ''}`} />
+              </button>
+              {groupPoliciesOpen && (
+                <div className="absolute z-50 left-0 top-full mt-1 w-80 rounded-md border bg-popover shadow-md text-xs">
+                  <div className="px-3 py-2 border-b font-semibold text-sm flex items-center justify-between">
+                    <span>Policies in group</span>
+                    <button onClick={() => setGroupPoliciesOpen(false)} className="text-muted-foreground hover:text-foreground"><X className="h-3.5 w-3.5" /></button>
+                  </div>
+                  {groupPoliciesLoading ? (
+                    <div className="px-3 py-3 text-muted-foreground">Loading...</div>
+                  ) : groupPolicies.length === 0 ? (
+                    <div className="px-3 py-3 text-muted-foreground">No policies in this group.</div>
+                  ) : (
+                    <div className="divide-y">
+                      {groupPolicies.map((p: any) => (
+                        <div key={p.id} className="px-3 py-2 space-y-0.5">
+                          <div className="font-medium">{p.policyNumber || '—'} <span className="text-muted-foreground font-normal">· {p.policyType || '—'}</span></div>
+                          <div className="text-muted-foreground">
+                            {p.carrierName || 'Unknown carrier'}
+                            {p.expirationDate && <span suppressHydrationWarning> · Renews {formatRenewalDate(p.expirationDate)}</span>}
+                          </div>
+                        </div>
+                      ))}
+                    </div>
+                  )}
+                </div>
+              )}
+            </div>
+          )}
+          {(task.policy?.carrierName || task.policy?.writingCompanyName) && (
+            <div className="flex flex-wrap gap-x-5 gap-y-0.5 text-[13px]">
+              {task.policy?.carrierName && (
+                <span><span className="text-muted-foreground">Carrier</span> <span className="text-foreground font-medium">{task.policy.carrierName}</span></span>
+              )}
+              {task.policy?.writingCompanyName && (
+                <span><span className="text-muted-foreground">Writing Co</span> <span className="text-foreground font-medium">{task.policy.writingCompanyName}</span></span>
+              )}
+            </div>
+          )}
          {task.assignments.length > 0 && (
            <p className="text-[12px] text-muted-foreground">
              Assigned to {task.assignments.map((a) => a.user.displayName || a.user.email).join(', ')}
--- a/ondeck/src/app/(dashboard)/tasks/page.tsx
+++ b/ondeck/src/app/(dashboard)/tasks/page.tsx
@ -51,7 +51,7 @@ export default async function TasksPage() {
      where: activeTaskWhere,
      include: {
        client: { select: { id: true, name: true } },
-        policy: { select: { id: true, policyNumber: true, policyType: true, expirationDate: true } },
+        policy: { select: { id: true, policyNumber: true, policyType: true, expirationDate: true, carrierName: true, writingCompanyName: true } },
        policyGroup: { select: { id: true, name: true, renewalDate: true } },
        assignments: {
          include: { user: { select: { displayName: true, email: true } } },
--- a/ondeck/src/app/api/clients/[id]/route.ts
+++ b/ondeck/src/app/api/clients/[id]/route.ts
@ -114,7 +114,7 @@ export async function PATCH(
    const { id } = await params

    const body = await request.json()
-    const { designationId, designation2Id, claimsAdvocateId, notes, customFields, parentClientId } = body
+    const { designationId, designation2Id, claimsAdvocateId, notes, customFields, parentClientId, reassignTasks } = body

    const existing = await prisma.client.findUnique({
      where: { id },
@ -150,7 +150,10 @@ export async function PATCH(
      }),
    ]

-    if (claimsAdvocateId !== undefined && claimsAdvocateId !== existing?.claimsAdvocateId) {
+    const advocateChanged =
+      claimsAdvocateId !== undefined && claimsAdvocateId !== existing?.claimsAdvocateId
+
+    if (advocateChanged) {
      auditEntries.push(
        prisma.auditLog.create({
          data: {
@ -165,6 +168,45 @@ export async function PATCH(
      )
    }

+    // Reassign open tasks from old advocate to new advocate if requested
+    if (advocateChanged && reassignTasks && existing?.claimsAdvocateId && claimsAdvocateId) {
+      const openStatuses = ['NOT_STARTED', 'IN_PROGRESS', 'BLOCKED'] as any[]
+      const openTasks = await prisma.task.findMany({
+        where: {
+          clientId: id,
+          status: { in: openStatuses },
+          assignments: { some: { userId: existing.claimsAdvocateId } },
+        },
+        select: { id: true },
+      })
+
+      if (openTasks.length > 0) {
+        const taskIds = openTasks.map((t) => t.id)
+
+        // Remove old advocate assignments and add new advocate assignments
+        await prisma.taskAssignment.deleteMany({
+          where: { taskId: { in: taskIds }, userId: existing.claimsAdvocateId },
+        })
+        await prisma.taskAssignment.createMany({
+          data: taskIds.map((taskId) => ({ taskId, userId: claimsAdvocateId })),
+          skipDuplicates: true,
+        })
+
+        auditEntries.push(
+          prisma.auditLog.create({
+            data: {
+              userId: (session.user as any).id,
+              action: 'ADVOCATE_TASK_REASSIGNMENT',
+              entityType: 'Client',
+              entityId: client.id,
+              oldValues: { fromAdvocateId: existing.claimsAdvocateId },
+              newValues: { toAdvocateId: claimsAdvocateId, taskCount: openTasks.length, taskIds },
+            },
+          })
+        )
+      }
+    }
+
    await Promise.all(auditEntries)

    return NextResponse.json(client)
--- a/ondeck/src/app/api/clients/[id]/setup/route.ts
+++ b/ondeck/src/app/api/clients/[id]/setup/route.ts
@ -17,6 +17,7 @@ interface SetupPayload {
  claimsAdvocateId: string
  clientNotes?: string | null
  isDraft?: boolean
+  reassignTasks?: boolean
 }

 export async function POST(
@ -53,6 +54,12 @@ async function handleSave(
    const body: SetupPayload = await request.json()
    const isDraft = isDraftOverride || body.isDraft === true

+    const existingClient = await prisma.client.findUnique({
+      where: { id: clientId },
+      select: { claimsAdvocateId: true },
+    })
+    const previousAdvocateId = existingClient?.claimsAdvocateId
+
    const defaultGroup = body.groups.find((g) => g.isDefault) ?? body.groups[0]
    const defaultRenewalDate = defaultGroup
      ? new Date(defaultGroup.renewalDate)
@ -126,15 +133,56 @@ async function handleSave(
      select: { id: true, name: true, renewalDate: true, setupCompletedAt: true, claimsAdvocateId: true },
    })

-    await prisma.auditLog.create({
-      data: {
-        userId: (session.user as any).id,
-        action: isDraft ? 'CLIENT_SETUP_DRAFT' : 'CLIENT_SETUP_COMPLETED',
-        entityType: 'Client',
-        entityId: clientId,
-        newValues: { groupCount: body.groups.length, isDraft },
-      },
-    })
+    const advocateChanged = body.claimsAdvocateId && body.claimsAdvocateId !== previousAdvocateId
+
+    const auditEntries: Promise<any>[] = [
+      prisma.auditLog.create({
+        data: {
+          userId: (session.user as any).id,
+          action: isDraft ? 'CLIENT_SETUP_DRAFT' : 'CLIENT_SETUP_COMPLETED',
+          entityType: 'Client',
+          entityId: clientId,
+          newValues: { groupCount: body.groups.length, isDraft },
+        },
+      }),
+    ]
+
+    if (advocateChanged && body.reassignTasks && previousAdvocateId && body.claimsAdvocateId) {
+      const openStatuses = ['NOT_STARTED', 'IN_PROGRESS', 'BLOCKED'] as any[]
+      const openTasks = await prisma.task.findMany({
+        where: {
+          clientId,
+          status: { in: openStatuses },
+          assignments: { some: { userId: previousAdvocateId } },
+        },
+        select: { id: true },
+      })
+
+      if (openTasks.length > 0) {
+        const taskIds = openTasks.map((t) => t.id)
+        await prisma.taskAssignment.deleteMany({
+          where: { taskId: { in: taskIds }, userId: previousAdvocateId },
+        })
+        await prisma.taskAssignment.createMany({
+          data: taskIds.map((taskId) => ({ taskId, userId: body.claimsAdvocateId! })),
+          skipDuplicates: true,
+        })
+        auditEntries.push(
+          prisma.auditLog.create({
+            data: {
+              userId: (session.user as any).id,
+              action: 'ADVOCATE_TASK_REASSIGNMENT',
+              entityType: 'Client',
+              entityId: clientId,
+              oldValues: { fromAdvocateId: previousAdvocateId },
+              newValues: { toAdvocateId: body.claimsAdvocateId, taskCount: openTasks.length, taskIds },
+            },
+          })
+        )
+      }
+    }
+
+    await Promise.all(auditEntries)

    return NextResponse.json({ client: updated })
  } catch (error) {
--- a/ondeck/src/app/auth/signin/page.tsx
+++ b/ondeck/src/app/auth/signin/page.tsx
@ -12,7 +12,7 @@ export default function SignInPage() {
        </div>
        <div>
          <h2 className="text-4xl font-bold text-white leading-tight">
-            Policy Renewal<br />Workflow Management
+            Shape Process
          </h2>
          <p className="mt-4 text-white/70 text-lg">
            Horizon keeps your team on top of every renewal, every client, every deadline.
--- a/ondeck/src/app/layout.tsx
+++ b/ondeck/src/app/layout.tsx
@ -15,7 +15,7 @@ const geistMono = Geist_Mono({
 });

 export const metadata: Metadata = {
-  title: "Horizon - Policy Renewal Workflow Management",
+  title: "Horizon - Shape Process",
  description: "Streamline your insurance policy renewal workflow with Horizon",
  icons: {
    icon: "/favicon.png",
--- a/ondeck/src/components/clients/client-detail.tsx
+++ b/ondeck/src/components/clients/client-detail.tsx
@ -12,6 +12,16 @@ import {
  DialogHeader,
  DialogTitle,
 } from '@/components/ui/dialog'
+import {
+  AlertDialog,
+  AlertDialogAction,
+  AlertDialogCancel,
+  AlertDialogContent,
+  AlertDialogDescription,
+  AlertDialogFooter,
+  AlertDialogHeader,
+  AlertDialogTitle,
+} from '@/components/ui/alert-dialog'
 import {
  Select,
  SelectContent,
@ -101,6 +111,7 @@ export function ClientDetail({ client, designations, policyGroups = [], allPolic
  const [claimsUsers, setClaimsUsers] = useState<SimpleUser[]>([])
  const [advocateId, setAdvocateId] = useState<string>(client.claimsAdvocate?.id || '')
  const [advocateSaving, setAdvocateSaving] = useState(false)
+  const [reassignDialogOpen, setReassignDialogOpen] = useState(false)
  const [members, setMembers] = useState<any[]>(client.members || [])
  const [addMemberId, setAddMemberId] = useState<string>('')

@ -115,16 +126,16 @@ export function ClientDetail({ client, designations, policyGroups = [], allPolic
      .catch(() => {})
  }, [])

-  const handleAdvocateSave = async () => {
+  const doAdvocateSave = async (reassignTasks: boolean) => {
    setAdvocateSaving(true)
    try {
      const res = await fetch(`/api/clients/${client.id}`, {
        method: 'PATCH',
        headers: { 'Content-Type': 'application/json' },
-        body: JSON.stringify({ claimsAdvocateId: advocateId || null }),
+        body: JSON.stringify({ claimsAdvocateId: advocateId || null, reassignTasks }),
      })
      if (!res.ok) throw new Error()
-      toast.success('Claims advocate updated')
+      toast.success(reassignTasks ? 'Advocate updated and tasks reassigned' : 'Claims advocate updated')
    } catch {
      toast.error('Failed to update advocate')
    } finally {
@ -132,6 +143,16 @@ export function ClientDetail({ client, designations, policyGroups = [], allPolic
    }
  }

+  const handleAdvocateSave = () => {
+    const previousAdvocateId = client.claimsAdvocate?.id
+    const isReplacing = !!previousAdvocateId && advocateId !== previousAdvocateId && !!advocateId
+    if (isReplacing) {
+      setReassignDialogOpen(true)
+    } else {
+      doAdvocateSave(false)
+    }
+  }
+
  const handleAddMember = async () => {
    if (!addMemberId) return
    try {
@ -1125,6 +1146,26 @@ export function ClientDetail({ client, designations, policyGroups = [], allPolic
          </Card>
        </TabsContent>
      </Tabs>
+
+      {/* Advocate reassignment dialog */}
+      <AlertDialog open={reassignDialogOpen} onOpenChange={setReassignDialogOpen}>
+        <AlertDialogContent>
+          <AlertDialogHeader>
+            <AlertDialogTitle>Reassign open tasks?</AlertDialogTitle>
+            <AlertDialogDescription>
+              Do you want to reassign all open tasks currently assigned to the previous advocate to the new advocate?
+            </AlertDialogDescription>
+          </AlertDialogHeader>
+          <AlertDialogFooter>
+            <AlertDialogCancel onClick={() => { setReassignDialogOpen(false); doAdvocateSave(false) }}>
+              No, change advocate only
+            </AlertDialogCancel>
+            <AlertDialogAction onClick={() => { setReassignDialogOpen(false); doAdvocateSave(true) }}>
+              Yes, reassign tasks too
+            </AlertDialogAction>
+          </AlertDialogFooter>
+        </AlertDialogContent>
+      </AlertDialog>
    </div>
  )
 }
--- a/ondeck/src/components/renewal-groups/policy-chip.tsx
+++ b/ondeck/src/components/renewal-groups/policy-chip.tsx
@ -4,6 +4,7 @@ import { useDraggable } from '@dnd-kit/core'
 import { CSS } from '@dnd-kit/utilities'
 import { AlertTriangle, GripVertical } from 'lucide-react'
 import { Badge } from '@/components/ui/badge'
+import { formatRenewalDate } from '@/lib/utils'

 export interface PolicyChipData {
  id: string
@ -33,11 +34,7 @@ export function PolicyChip({ policy, disabled }: PolicyChipProps) {
  }

  const expDisplay = policy.expirationDate
-    ? new Date(policy.expirationDate).toLocaleDateString('en-US', {
-        month: 'short',
-        day: 'numeric',
-        year: 'numeric',
-      })
+    ? formatRenewalDate(policy.expirationDate)
    : null

  return (
--- a/ondeck/src/components/renewal-groups/setup-wizard.tsx
+++ b/ondeck/src/components/renewal-groups/setup-wizard.tsx
@ -189,6 +189,8 @@ export function SetupWizard({
  const [activePolicy, setActivePolicy] = useState<PolicyChipData | null>(null)
  const [rerunDialogOpen, setRerunDialogOpen] = useState(false)
  const [saving, setSaving] = useState(false)
+  const [reassignDialogOpen, setReassignDialogOpen] = useState(false)
+  const [pendingSaveDraft, setPendingSaveDraft] = useState<boolean | null>(null)

  useEffect(() => {
    if (!initializedRef.current) {
@ -354,11 +356,7 @@ export function SetupWizard({
    setWizardDirty(true)
  }

-  async function handleSave(draft: boolean) {
-    if (!draft && !advocateId) {
-      toast.error('Please select a Claims Advocate before saving.')
-      return
-    }
+  async function doSave(draft: boolean, reassignTasks: boolean) {
    setSaving(true)
    try {
      const payload = {
@ -373,6 +371,7 @@ export function SetupWizard({
        claimsAdvocateId: advocateId,
        clientNotes: clientNotes || null,
        isDraft: draft,
+        reassignTasks,
      }

      const method = draft ? 'PUT' : 'POST'
@ -398,6 +397,20 @@ export function SetupWizard({
    }
  }

+  function handleSave(draft: boolean) {
+    if (!draft && !advocateId) {
+      toast.error('Please select a Claims Advocate before saving.')
+      return
+    }
+    const isReplacing = !!initialAdvocateId && advocateId !== initialAdvocateId && !!advocateId
+    if (isReplacing) {
+      setPendingSaveDraft(draft)
+      setReassignDialogOpen(true)
+    } else {
+      doSave(draft, false)
+    }
+  }
+
  const canFinish = !!advocateId && groups.length > 0

  return (
@ -596,6 +609,26 @@ export function SetupWizard({
          </AlertDialogFooter>
        </AlertDialogContent>
      </AlertDialog>
+
+      {/* Advocate reassignment dialog */}
+      <AlertDialog open={reassignDialogOpen} onOpenChange={setReassignDialogOpen}>
+        <AlertDialogContent>
+          <AlertDialogHeader>
+            <AlertDialogTitle>Reassign open tasks?</AlertDialogTitle>
+            <AlertDialogDescription>
+              Do you want to reassign all open tasks currently assigned to the previous advocate to the new advocate?
+            </AlertDialogDescription>
+          </AlertDialogHeader>
+          <AlertDialogFooter>
+            <AlertDialogCancel onClick={() => { setReassignDialogOpen(false); doSave(pendingSaveDraft ?? false, false) }}>
+              No, change advocate only
+            </AlertDialogCancel>
+            <AlertDialogAction onClick={() => { setReassignDialogOpen(false); doSave(pendingSaveDraft ?? false, true) }}>
+              Yes, reassign tasks too
+            </AlertDialogAction>
+          </AlertDialogFooter>
+        </AlertDialogContent>
+      </AlertDialog>
    </div>
  )
 }