Task templates: add level field (Policy/Renewal Group/Both) with schema migration, UI selector, and generation logic

2026-04-10 18:31:38 +00:00 · 2026-04-10 18:31:38 +00:00 · c1a836d5d8
commit c1a836d5d8
parent cfefc255b1
5 changed files with 54 additions and 7 deletions
--- a/ondeck/prisma/schema.prisma
+++ b/ondeck/prisma/schema.prisma
@ -271,6 +271,12 @@ enum TaskTiming {
  POST_RENEWAL
 }

+enum TaskLevel {
+  POLICY
+  RENEWAL_GROUP
+  BOTH
+}
+
 enum DepartmentType {
  PERSONAL_LINES
  COMMERCIAL_LINES
@ -290,6 +296,7 @@ model TaskTemplate {
  taskGroup       String?        @map("task_group")
  isActive        Boolean        @default(true) @map("is_active")
  displayOrder    Int?           @map("display_order")
+  level           TaskLevel      @default(BOTH)
  designationId   String?        @map("designation_id")
  createdBy       String?        @map("created_by")
  createdAt       DateTime       @default(now()) @map("created_at")
--- a/ondeck/src/app/api/cron/auto-generate/route.ts
+++ b/ondeck/src/app/api/cron/auto-generate/route.ts
@ -66,6 +66,7 @@ export async function POST(request: NextRequest) {
        const templates = await prisma.taskTemplate.findMany({
          where: {
            isActive: true,
+            level: { in: ['BOTH', 'RENEWAL_GROUP'] },
            OR: [
              { designationId: null },
              ...(designationIds.length > 0 ? [{ designationId: { in: designationIds } }] : []),
@ -159,6 +160,7 @@ export async function POST(request: NextRequest) {
        const templates = await prisma.taskTemplate.findMany({
          where: {
            isActive: true,
+            level: { in: ['BOTH', 'POLICY'] },
            OR: [
              { designationId: null },
              ...(designationIds.length > 0 ? [{ designationId: { in: designationIds } }] : []),
--- a/ondeck/src/app/api/policy-groups/[id]/generate-tasks/route.ts
+++ b/ondeck/src/app/api/policy-groups/[id]/generate-tasks/route.ts
@ -57,6 +57,7 @@ export async function POST(
      where: {
        isActive: true,
        id: { notIn: alreadyGeneratedTemplateIds },
+        level: { in: ['BOTH', 'RENEWAL_GROUP'] },
        OR: [
          { designationId: null },
          ...(designationIds.length > 0
--- a/ondeck/src/app/api/tasks/generate-and-assign/route.ts
+++ b/ondeck/src/app/api/tasks/generate-and-assign/route.ts
@ -61,7 +61,7 @@ export async function POST(request: NextRequest) {

    const clientIds = clients.map((c) => c.id)

-    const templates = await prisma.taskTemplate.findMany({
+    const allTemplates = await prisma.taskTemplate.findMany({
      where: {
        isActive: true,
        OR: [{ designationId: null }, { designationId }],
@ -69,7 +69,7 @@ export async function POST(request: NextRequest) {
      orderBy: [{ department: 'asc' }, { daysOffset: 'asc' }],
    })

-    if (templates.length === 0) {
+    if (allTemplates.length === 0) {
      return NextResponse.json({
        tasksCreated: 0,
        tasksAssigned: 0,
@ -80,7 +80,8 @@ export async function POST(request: NextRequest) {
      })
    }

-    const templateIds = templates.map((t) => t.id)
+    const groupTemplates = allTemplates.filter((t: any) => t.level === 'BOTH' || t.level === 'RENEWAL_GROUP')
+    const policyTemplates = allTemplates.filter((t: any) => t.level === 'BOTH' || t.level === 'POLICY')
    let tasksCreated = 0
    let tasksAssigned = 0
    let groupsProcessed = 0
@ -95,7 +96,7 @@ export async function POST(request: NextRequest) {

    for (const group of groups) {
      const renewalDate = new Date(group.renewalDate)
-      const tasksToCreate = templates.map((template) => {
+      const tasksToCreate = groupTemplates.map((template) => {
        const dueDate = new Date(renewalDate)
        dueDate.setDate(dueDate.getDate() + template.daysOffset)
        return {
@ -119,7 +120,7 @@ export async function POST(request: NextRequest) {

      if (created.count > 0) {
        const newTasks = await prisma.task.findMany({
-          where: { policyGroupId: group.id, templateId: { in: templateIds } },
+          where: { policyGroupId: group.id, templateId: { in: groupTemplates.map((t) => t.id) } },
          select: { id: true },
        })
        if (newTasks.length > 0) {
@ -144,7 +145,7 @@ export async function POST(request: NextRequest) {

    for (const policy of policies) {
      const anchorDate = new Date(policy.expirationDate)
-      const tasksToCreate = templates.map((template) => {
+      const tasksToCreate = policyTemplates.map((template) => {
        const dueDate = new Date(anchorDate)
        dueDate.setDate(dueDate.getDate() + template.daysOffset)
        return {
@ -168,7 +169,7 @@ export async function POST(request: NextRequest) {

      if (created.count > 0) {
        const newTasks = await prisma.task.findMany({
-          where: { policyId: policy.id, templateId: { in: templateIds } },
+          where: { policyId: policy.id, templateId: { in: policyTemplates.map((t) => t.id) } },
          select: { id: true },
        })
        if (newTasks.length > 0) {
--- a/ondeck/src/components/admin/task-template-manager.tsx
+++ b/ondeck/src/components/admin/task-template-manager.tsx
@ -45,6 +45,7 @@ import { Label } from '@/components/ui/label'
 type DepartmentType = 'PERSONAL_LINES' | 'COMMERCIAL_LINES' | 'CLAIMS' | 'BENEFITS' | 'OTHER'
 type TaskTiming = 'PRE_RENEWAL' | 'POST_RENEWAL'
 type TaskPriority = 'LOW' | 'MEDIUM' | 'HIGH' | 'URGENT'
+type TaskLevel = 'POLICY' | 'RENEWAL_GROUP' | 'BOTH'

 interface Designation {
  id: string
@ -63,6 +64,7 @@ interface TaskTemplate {
  taskGroup: string | null
  isActive: boolean
  displayOrder: number | null
+  level: TaskLevel
  designationId: string | null
  designation: Designation | null
  _count: { tasks: number }
@ -93,6 +95,12 @@ const PRIORITIES: { value: TaskPriority; label: string; color: string }[] = [
  { value: 'URGENT', label: 'Urgent', color: 'bg-red-100 text-red-700' },
 ]

+const LEVELS: { value: TaskLevel; label: string }[] = [
+  { value: 'BOTH', label: 'Both (Policy & Group)' },
+  { value: 'RENEWAL_GROUP', label: 'Renewal Group only' },
+  { value: 'POLICY', label: 'Policy only' },
+]
+
 const emptyTemplate = {
  name: '',
  description: '',
@ -103,6 +111,7 @@ const emptyTemplate = {
  taskGroup: '',
  isActive: true,
  displayOrder: null as number | null,
+  level: 'BOTH' as TaskLevel,
  designationId: null as string | null,
 }

@ -154,6 +163,7 @@ export function TaskTemplateManager({
      taskGroup: template.taskGroup || '',
      isActive: template.isActive,
      displayOrder: template.displayOrder,
+      level: template.level,
      designationId: template.designationId,
    })
    setIsDialogOpen(true)
@ -446,6 +456,26 @@ export function TaskTemplateManager({
                      </div>
                    </div>
                    <div className="grid grid-cols-2 gap-4">
+                      <div className="grid gap-2">
+                        <Label>Level</Label>
+                        <Select
+                          value={formData.level}
+                          onValueChange={(value: TaskLevel) =>
+                            setFormData((prev) => ({ ...prev, level: value }))
+                          }
+                        >
+                          <SelectTrigger>
+                            <SelectValue />
+                          </SelectTrigger>
+                          <SelectContent>
+                            {LEVELS.map((lvl) => (
+                              <SelectItem key={lvl.value} value={lvl.value}>
+                                {lvl.label}
+                              </SelectItem>
+                            ))}
+                          </SelectContent>
+                        </Select>
+                      </div>
                      <div className="grid gap-2">
                        <Label>Designation</Label>
                        <Select
@ -546,6 +576,7 @@ export function TaskTemplateManager({
                  <TableHead>Name</TableHead>
                  <TableHead>Department</TableHead>
                  <TableHead>Timing</TableHead>
+                  <TableHead>Level</TableHead>
                  <TableHead>Designation</TableHead>
                  <TableHead>Priority</TableHead>
                  <TableHead>Status</TableHead>
@ -583,6 +614,11 @@ export function TaskTemplateManager({
                        </span>
                      </div>
                    </TableCell>
+                    <TableCell>
+                      <span className="text-sm">
+                        {LEVELS.find((l) => l.value === template.level)?.label || template.level}
+                      </span>
+                    </TableCell>
                    <TableCell>
                      {template.designation ? (
                        <Badge variant="outline" className="flex items-center gap-1 w-fit">