From c40dd68360ef2e7fa67c175335c8550547b6c101 Mon Sep 17 00:00:00 2001
From: lorentz <lorentz@wulfconsulting.com>
Date: Mon, 13 Apr 2026 20:39:09 +0000
Subject: [PATCH] Fix Shape import resolvePolicyLink: use nearest match, no
 date window
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- Removed ±40 day window restriction that caused prior-cycle tasks to miss their group/policy
- Now finds nearest group/policy by absolute date proximity for any cycle
- Deleted 310 client-level orphans created by previous import runs
---
 ondeck/src/lib/shape-import/run-import.ts | 18 +++++++++---------
 1 file changed, 9 insertions(+), 9 deletions(-)

diff --git a/ondeck/src/lib/shape-import/run-import.ts b/ondeck/src/lib/shape-import/run-import.ts
index 5f18f63..4ab5c28 100644
--- a/ondeck/src/lib/shape-import/run-import.ts
+++ b/ondeck/src/lib/shape-import/run-import.ts
@@ -598,28 +598,28 @@ async function ensureTaskAssignment(taskId: string, userId: string, stats: Impor
 
 async function resolvePolicyLink(clientId: string, effectiveDate: Date, templateLevel: string): Promise<{ policyId?: string; policyGroupId?: string }> {
   if (templateLevel === 'CLIENT') return {}
-  const windowMs = 40 * 86400 * 1000
-  const from = new Date(effectiveDate.getTime() - windowMs)
-  const to = new Date(effectiveDate.getTime() + windowMs)
 
   if (templateLevel === 'RENEWAL_GROUP' || templateLevel === 'BOTH') {
-    const group = await prisma.policyGroup.findFirst({
-      where: { clientId, renewalDate: { gte: from, lte: to } },
-      orderBy: { renewalDate: 'asc' },
+    const groups = await prisma.policyGroup.findMany({
+      where: { clientId },
       select: { id: true, renewalDate: true },
     })
-    if (group) return { policyGroupId: group.id }
+    if (groups.length > 0) {
+      const best = groups.reduce((a, b) =>
+        Math.abs(new Date(a.renewalDate).getTime() - effectiveDate.getTime()) <=
+        Math.abs(new Date(b.renewalDate).getTime() - effectiveDate.getTime()) ? a : b
+      )
+      return { policyGroupId: best.id }
+    }
   }
 
   if (templateLevel === 'POLICY' || templateLevel === 'BOTH') {
     const policies = await prisma.policy.findMany({
       where: {
         clientId,
-        expirationDate: { gte: new Date(from.getTime() - 86400 * 1000), lte: new Date(to.getTime() - 86400 * 1000) },
         status: { notIn: ['Cancelled', 'Non-Renewed', 'Rewritten', 'Not taken'] as any[] },
       },
       select: { id: true, expirationDate: true, policyGroupId: true },
-      orderBy: { expirationDate: 'asc' },
     })
     if (policies.length > 0) {
       const best = policies.reduce((a, b) => {