Fix setup wizard starred group persistence + pencil edit

- SetupWizard: honor client.renewalDate when determining which group is starred on reopen
- PolicyGroupManager: defensively handle Date or string in handleOpenEdit to unblock pencil

ondeck/src/app/(dashboard)/manager/setup/[clientId]/page.tsx

@@ -30,6 +30,7 @@ export default async function SetupWizardPage({
         notes: true,
         claimsAdvocateId: true,
         setupCompletedAt: true,
+        renewalDate: true,
         policies: {
           where: { expirationDate: { gte: new Date() } },
           select: {
@@ -91,6 +92,7 @@ export default async function SetupWizardPage({
         clientName={client.name}
         clientNotes={client.notes}
         claimsAdvocateId={client.claimsAdvocateId}
+        clientRenewalDate={client.renewalDate?.toISOString() ?? null}
         setupCompletedAt={client.setupCompletedAt?.toISOString() ?? null}
         policies={policiesData}
         existingGroups={groupsData}

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

@@ -134,9 +134,16 @@ export function PolicyGroupManager({
 
   const handleOpenEdit = (group: PolicyGroup) => {
     setEditingGroup(group)
+    const rd: any = group.renewalDate
+    const dateStr =
+      typeof rd === 'string'
+        ? rd.split('T')[0]
+        : rd instanceof Date
+        ? rd.toISOString().split('T')[0]
+        : new Date(rd).toISOString().split('T')[0]
     setFormData({
       name: group.name,
-      renewalDate: group.renewalDate.split('T')[0],
+      renewalDate: dateStr,
       notes: group.notes || '',
       policyIds: group.policies.map((p) => p.id),
     })

ondeck/src/components/renewal-groups/setup-wizard.tsx

@@ -64,6 +64,7 @@ interface SetupWizardProps {
   clientName: string
   clientNotes: string | null
   claimsAdvocateId: string | null
+  clientRenewalDate?: string | null
   setupCompletedAt: string | null
   policies: WizardPolicy[]
   existingGroups: ExistingGroup[]
@@ -143,6 +144,7 @@ export function SetupWizard({
   clientName,
   clientNotes: initialClientNotes,
   claimsAdvocateId: initialAdvocateId,
+  clientRenewalDate,
   setupCompletedAt,
   policies,
   existingGroups,
@@ -159,6 +161,16 @@ export function SetupWizard({
 
   const buildInitialGroups = useCallback((): GroupState[] => {
     if (existingGroups.length > 0) {
+      // Determine which group matches the persisted starred renewal date
+      const clientRdStr = clientRenewalDate
+        ? new Date(clientRenewalDate).toISOString().split('T')[0]
+        : null
+      const matchIndex = clientRdStr
+        ? existingGroups.findIndex(
+            (eg) => new Date(eg.renewalDate).toISOString().split('T')[0] === clientRdStr
+          )
+        : -1
+      const defaultIndex = matchIndex >= 0 ? matchIndex : 0
       return existingGroups.map((eg, i) => {
         const gid = newGroupId()
         return {
@@ -173,12 +185,12 @@ export function SetupWizard({
           rule: 'nearest-to-year-start' as DateRule,
           renewalDate: new Date(eg.renewalDate).toISOString().split('T')[0],
           notes: eg.notes || '',
-          isDefault: i === 0,
+          isDefault: i === defaultIndex,
         }
       })
     }
     return runEngine(policies, defaultWindowDays, defaultRule)
-  }, [existingGroups, policies, defaultWindowDays, defaultRule])
+  }, [existingGroups, policies, defaultWindowDays, defaultRule, clientRenewalDate])
 
   const [groups, setGroups] = useState<GroupState[]>(() => buildInitialGroups())
   const [windowDays, setWindowDays] = useState(defaultWindowDays)