Follow-up fixes: starred group, edit pencil, sync warning, service type

- Starred group: PolicyGroupManager now uses client.renewalDate to identify anchor, not earliest date
- Setup API: recalculates client-level task due dates when starred group changes
- Client tasks API: uses client.renewalDate to pick anchor group, fallback to earliest
- PolicyGroupManager: fixed IIFE double-close that broke pencil/edit button
- Template sync: returns levelWarning when level changed; UI shows toast.warning
- Additional Services: added Service Type toggle (Service / Reminder); stored as taskGroup
- TaskCard: shows Service/Reminder badge on ad-hoc tasks

ondeck/src/app/api/clients/[id]/setup/route.ts

@@ -56,9 +56,10 @@ async function handleSave(
 
     const existingClient = await prisma.client.findUnique({
       where: { id: clientId },
-      select: { claimsAdvocateId: true },
+      select: { claimsAdvocateId: true, renewalDate: true },
     })
     const previousAdvocateId = existingClient?.claimsAdvocateId
+    const previousRenewalDate = existingClient?.renewalDate
 
     const defaultGroup = body.groups.find((g) => g.isDefault) ?? body.groups[0]
     const defaultRenewalDate = defaultGroup
@@ -133,6 +134,29 @@ async function handleSave(
       select: { id: true, name: true, renewalDate: true, setupCompletedAt: true, claimsAdvocateId: true },
     })
 
+    // If starred group changed, recalculate due dates on open client-level template tasks
+    const renewalDateChanged =
+      defaultRenewalDate &&
+      (!previousRenewalDate || defaultRenewalDate.getTime() !== previousRenewalDate.getTime())
+
+    if (renewalDateChanged && defaultRenewalDate) {
+      const openClientTasks = await prisma.task.findMany({
+        where: {
+          clientId,
+          policyId: null,
+          policyGroupId: null,
+          templateId: { not: null },
+          status: { in: ['NOT_STARTED', 'IN_PROGRESS', 'BLOCKED'] },
+        },
+        select: { id: true, daysOffset: true },
+      })
+      for (const t of openClientTasks) {
+        const dueDate = new Date(defaultRenewalDate)
+        dueDate.setDate(dueDate.getDate() + t.daysOffset)
+        await prisma.task.update({ where: { id: t.id }, data: { dueDate } })
+      }
+    }
+
     const advocateChanged = body.claimsAdvocateId && body.claimsAdvocateId !== previousAdvocateId
 
     const auditEntries: Promise<any>[] = [

ondeck/src/app/api/clients/[id]/tasks/route.ts

@@ -75,16 +75,32 @@ export async function GET(
     orderBy: { dueDate: 'asc' },
   })
 
-  // For client-level tasks (no policy, no group), attach the anchor group (earliest renewalDate)
+  // For client-level tasks (no policy, no group), attach the anchor group
+  // Prefer the group matching client.renewalDate (set by setup wizard star), else earliest
   const hasClientLevelTasks = tasks.some((t) => !t.policyId && !t.policyGroupId)
   let anchorGroup: { id: string; name: string; renewalDate: Date } | null = null
   if (hasClientLevelTasks) {
+    const clientRecord = await prisma.client.findUnique({
+      where: { id },
+      select: { renewalDate: true },
+    })
+    if (clientRecord?.renewalDate) {
+      anchorGroup = await prisma.policyGroup.findFirst({
+        where: {
+          clientId: id,
+          renewalDate: clientRecord.renewalDate,
+        },
+        select: { id: true, name: true, renewalDate: true },
+      })
+    }
+    if (!anchorGroup) {
       anchorGroup = await prisma.policyGroup.findFirst({
         where: { clientId: id },
         orderBy: { renewalDate: 'asc' },
         select: { id: true, name: true, renewalDate: true },
       })
     }
+  }
 
   const enriched = tasks.map((t) => ({
     ...t,

ondeck/src/app/api/templates/[id]/sync/route.ts

@@ -51,6 +51,15 @@ export async function POST(
       return NextResponse.json({ updated: 0, message: 'No open tasks to update' })
     }
 
+    // Warn if the template level was changed — sync can update fields but cannot
+    // reassign tasks from one level (group/policy/client) to another.
+    const levelWarning =
+      (template.level === 'CLIENT' && openTasks.some((t) => t.policyGroupId || t.policyId))
+        ? 'Template level was changed to Client, but existing tasks remain at their original level. Newly generated tasks will follow the new level.'
+        : (template.level === 'RENEWAL_GROUP' && openTasks.some((t) => t.policyId))
+        ? 'Template level was changed to Group, but existing policy-level tasks remain unchanged. Newly generated tasks will follow the new level.'
+        : null
+
     const daysOffsetChanged = template.daysOffset !== openTasks[0]?.daysOffset
 
     let updated = 0
@@ -93,7 +102,11 @@ export async function POST(
       },
     })
 
-    return NextResponse.json({ updated, message: `${updated} open task(s) updated` })
+    return NextResponse.json({
+      updated,
+      message: `${updated} open task(s) updated`,
+      ...(levelWarning ? { warning: levelWarning } : {}),
+    })
   } catch (error) {
     console.error('Template sync error:', error)
     return NextResponse.json({ error: 'Internal server error' }, { status: 500 })

ondeck/src/components/admin/task-template-manager.tsx

@@ -278,6 +278,7 @@ export function TaskTemplateManager({
       const data = await res.json()
       if (!res.ok) throw new Error(data.error)
       toast.success(data.message)
+      if (data.warning) toast.warning(data.warning)
       setSyncConfirmId(null)
       setSyncCount(null)
     } catch (err: any) {

ondeck/src/components/clients/client-detail.tsx

@@ -705,6 +705,7 @@ export function ClientDetail({ client, designations, policyGroups = [], allPolic
             initialGroups={policyGroups}
             allPolicies={allPolicies ?? client.policies}
             canManage={canManageGroups}
+            clientRenewalDate={client.renewalDate ?? null}
             onTasksGenerated={() => refreshTasks()}
           />
         </TabsContent>

ondeck/src/components/clients/policy-group-manager.tsx

@@ -68,6 +68,7 @@ interface PolicyGroupManagerProps {
   initialGroups: PolicyGroup[]
   allPolicies: Policy[]
   canManage: boolean
+  clientRenewalDate?: string | null
   onTasksGenerated?: (count: number) => void
 }
 
@@ -83,6 +84,7 @@ export function PolicyGroupManager({
   initialGroups,
   allPolicies,
   canManage,
+  clientRenewalDate,
   onTasksGenerated,
 }: PolicyGroupManagerProps) {
   const [groups, setGroups] = useState<PolicyGroup[]>(initialGroups)
@@ -361,13 +363,11 @@ export function PolicyGroupManager({
         </Card>
       ) : (
         <div className="space-y-3">
-          {(() => {
-            const anchorGroupId = groups.length > 0
-              ? groups.reduce((a, b) => new Date(a.renewalDate) <= new Date(b.renewalDate) ? a : b).id
-              : null
-            return groups.map((group) => {
+          {groups.map((group) => {
             const isExpanded = expandedGroupId === group.id
-            const isAnchor = group.id === anchorGroupId
+            const isAnchor = clientRenewalDate
+              ? new Date(group.renewalDate).toDateString() === new Date(clientRenewalDate).toDateString()
+              : groups.length > 0 && group.id === groups.reduce((a, b) => new Date(a.renewalDate) <= new Date(b.renewalDate) ? a : b).id
             return (
               <Card key={group.id}>
                 <CardHeader className="pb-3">
@@ -487,8 +487,7 @@ export function PolicyGroupManager({
                 )}
               </Card>
             )
-          })
-          })()}
+          })}
         </div>
       )}
 

ondeck/src/components/tasks/additional-service-modal.tsx

@@ -84,6 +84,7 @@ export function AdditionalServiceModal({
   onCreated,
 }: AdditionalServiceModalProps) {
   const [level, setLevel] = useState<'client' | 'policy' | 'group'>('client')
+  const [serviceType, setServiceType] = useState<'SERVICE' | 'REMINDER'>('SERVICE')
   const [title, setTitle] = useState('')
   const [description, setDescription] = useState('')
   const [priority, setPriority] = useState('MEDIUM')
@@ -119,6 +120,7 @@ export function AdditionalServiceModal({
     setDueDate('')
     setAssignTo(currentUserId)
     setLevel(context?.policyId ? 'policy' : context?.policyGroupId ? 'group' : 'client')
+    setServiceType('SERVICE')
     setClientId(context?.clientId ?? '')
     setClientSearch(context?.clientName ?? '')
     setSelectedPolicyId(context?.policyId ?? '')
@@ -189,6 +191,7 @@ export function AdditionalServiceModal({
         daysOffset: 0,
         status: 'NOT_STARTED',
         isAdHoc: true,
+        taskGroup: serviceType,
         clientId,
         assignedUserIds: [assignTo],
       }
@@ -293,6 +296,24 @@ export function AdditionalServiceModal({
             </div>
           )}
 
+          {/* Service Type */}
+          <div className="space-y-1.5">
+            <label className="text-sm font-medium">Type</label>
+            <div className="flex gap-2">
+              {(['SERVICE', 'REMINDER'] as const).map((t) => (
+                <button
+                  key={t}
+                  onClick={() => setServiceType(t)}
+                  className={`flex-1 py-1.5 rounded-md border text-sm transition-colors ${
+                    serviceType === t ? 'bg-primary text-primary-foreground border-primary' : 'border-border hover:bg-muted'
+                  }`}
+                >
+                  {t === 'SERVICE' ? 'Service' : 'Reminder / Follow-up'}
+                </button>
+              ))}
+            </div>
+          </div>
+
           {/* Level */}
           <div className="space-y-1.5">
             <label className="text-sm font-medium">Associate at level</label>

ondeck/src/components/tasks/task-card.tsx

@@ -40,6 +40,7 @@ export interface TaskCardTask {
   assignments: { id: string; user: { displayName: string | null; email: string } }[]
   taskNotes?: { id: string; content: string; createdAt: string; user: { id: string; displayName: string | null; email: string } }[]
   isAdHoc?: boolean
+  taskGroup?: string | null
   anchorGroup?: { id: string; name: string; renewalDate: string | Date } | null
 }
 
@@ -275,6 +276,12 @@ export function TaskCard({ task: initial, onUpdated, showClient = false }: TaskC
             {task.isAdHoc && (
               <span className="text-[10px] px-1.5 py-0.5 rounded bg-purple-500/15 text-purple-700 dark:text-purple-400 font-medium shrink-0">Ad hoc</span>
             )}
+            {task.isAdHoc && task.taskGroup === 'REMINDER' && (
+              <span className="text-[10px] px-1.5 py-0.5 rounded bg-orange-500/15 text-orange-700 dark:text-orange-400 font-medium shrink-0">Reminder</span>
+            )}
+            {task.isAdHoc && task.taskGroup === 'SERVICE' && (
+              <span className="text-[10px] px-1.5 py-0.5 rounded bg-blue-500/15 text-blue-700 dark:text-blue-400 font-medium shrink-0">Service</span>
+            )}
           </div>
           {showClient && task.client && (
             <Link