36076ce90d
Add carrierName/writingCompanyName to tasks GET and PATCH API responses
2026-04-13 18:20:07 +00:00
e712420347
Min-2 policy rule for groups (singles \u2192 unassigned); fix setup-queue badge 0-policy filter
2026-04-13 17:57:06 +00:00
a6fa5d12ea
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
384821de33
Fix: exclude static image files from auth middleware matcher
2026-04-13 02:58:02 +00:00
cf79b3453d
Signin: use black logo with CSS invert for white rendering on green panel
2026-04-13 02:52:33 +00:00
5406d24c1f
Signin: use plain img tags for logos to fix rendering, white logo on green panel
2026-04-13 02:45:58 +00:00
e0116b0faf
Signin: color logo on left, road-green icon on right, black road favicon
2026-04-13 02:29:46 +00:00
e588b98127
Signin: use color Seubert logo on white right panel
2026-04-13 02:21:26 +00:00
6b29eaa39f
Signin: use correct white logo PNG, fix company name, center Welcome back, remove subtitle
2026-04-13 02:05:37 +00:00
3f44adc8bc
Signin: modern split-panel with Seubert logo, MS SSO primary, remove dev accounts, local login collapsed
2026-04-13 01:55:47 +00:00
6117b23123
Remove obsolete docker-compose version attribute
2026-04-13 01:28:40 +00:00
bbdbe1ddc0
Rebrand: rename ondeck->horizon in package.json, docker-compose, SERVER.md, docs; production stack at /opt/stacks/horizon
2026-04-12 23:59:20 +00:00
77f23e12cd
Logging: add missing audit logs (setup, contacts, task create/note, renewal settings); add /api/metrics Prometheus endpoint
2026-04-12 23:40:57 +00:00
daf0a1a83e
Apply Seubert brand colors: deep forest green primary, accent green, gold highlights (light + dark)
2026-04-12 23:32:22 +00:00
9028af2b4e
Task card: make client name a clickable link to client detail (opens in new tab)
2026-04-12 21:07:26 +00:00
ad8b03e7ba
Task cards: show group renewalDate; historical reset script; CLIENT task level; default window 30d
2026-04-12 20:55:54 +00:00
ffa14f0456
Change default renewal group window from 90 to 30 days
2026-04-12 19:53:07 +00:00
85777b6a7d
Add CLIENT task level, fix manager dashboard stats, renewal date anchor for tasks, combobox department grouping
2026-04-12 19:48:52 +00:00
c1a836d5d8
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
cfefc255b1
Fix: client card policy count now only counts Active policies to match detail page
2026-04-10 15:10:37 +00:00
7d21dec81a
Fix due date bg: use solid Tailwind red-900/950 for dark mode instead of opacity-blended
2026-04-10 15:00:31 +00:00
22089d24b3
Task card: proper tooltips on all icons, brighter red due date bg (40% opacity in dark)
2026-04-10 14:55:15 +00:00
5ed6605460
Fix: brighter red/orange due date bg in dark mode, remove status select background
2026-04-10 14:53:16 +00:00
ae66f931f7
Task card: excel-style grid with sharp corners, border cells, no status bg
2026-04-10 14:49:25 +00:00
4852acafda
Task card: due date urgency bg, clickable status dropdown, plain text level, consistent text-xs
2026-04-10 14:46:30 +00:00
a215d7ce44
Task card: larger icons (h-5), auto-width data column
2026-04-10 14:42:32 +00:00
5c1ae6858a
Task card right sidebar: 2-col layout — data col (due/status/level) + icon col (complete/NA/edit) + full-width notes
2026-04-10 14:40:10 +00:00
f2192cb70b
Task card: right sidebar with Due/Status/Level info + 2x2 action grid
2026-04-10 14:35:51 +00:00
bc240c79c1
Task card redesign: remove duplicate notes, cleaner layout with header/meta separation
2026-04-10 14:27:50 +00:00
04c87f111a
Task editing: reusable TaskEditModal, expanded PATCH API, edit button on all task surfaces
2026-04-10 14:20:57 +00:00
8c5516f353
Tasks always show Policy #, Type, Renewal Date, and clickable notes icon on all surfaces
2026-04-10 14:00:54 +00:00
02d1fcb73d
Design principles: Claims First (collapsed others) + Renewal Date (+1 day) everywhere
2026-04-10 13:56:46 +00:00
4315f704c7
Renewal settings, client setup queue, manager setup page, combobox grouping, nav updates
2026-04-10 13:50:04 +00:00
d109a5f73a
fix: raise task fetch limit to 1000 — Jeanne/Christine showed 0 tasks because terminal tasks with old dates filled the 200-task limit before NOT_STARTED tasks
2026-04-09 21:00:56 +00:00
0c6fccadd6
Client cards/table: parent (branch icon) and child (arrow icon) visual indicators with tooltips
2026-04-09 17:13:19 +00:00
ceb82c9ef7
User select dropdowns: group all staff by department (Claims first, then alphabetical)
2026-04-09 15:44:52 +00:00
ff6135da5c
Fix: AFW sync no longer overwrites user department on update, rename labels to Renewal
2026-04-09 15:01:11 +00:00
d482c6fe2a
ui: move parent/child badges to right side of client header
2026-04-09 13:02:32 +00:00
4774eb1932
feat: parent/child company badges in client header
...
- Parent companies show a violet badge with subsidiary count, clickable to open modal
- Modal lists each subsidiary with policy count, task count, and claims advocate, click to navigate
- Child companies show a blue badge with parent name, clickable to navigate to parent page
- Both badges update reactively with state
2026-04-09 12:52:56 +00:00
170bb35921
feat: add sort/filter header to client detail tasks tab
...
- Sort by Date or Priority (asc/desc toggle)
- Hide completed/NA/cancelled tasks by default
- Show Completed toggle button
- Show Archived button for old tasks
- Richer task cards with status badges, priority pills, overdue highlighting
- Tab count shows active tasks only
2026-04-09 01:05:29 +00:00
17f475cd9c
ui: increase spacing and font size in task header bar
2026-04-09 00:58:47 +00:00
fd878f7701
ui: single header bar with sort left, filters + status tabs right
2026-04-08 22:42:00 +00:00
98a567e752
ui: merge sort/filter bar with status tabs in single header row, remove 'All Tasks' title
2026-04-08 22:40:18 +00:00
d82b3dc611
feat: sortable/filterable column header on task list
...
- Sort by Client, Date, Type (Group/Policy/Client), Level (priority)
- Click to sort asc/desc with arrow indicators
- Filter dropdowns for Type and Level with Clear button
- Applied after card filter and status tab filter
2026-04-08 21:23:46 +00:00
33ec8b2799
fix: treat NA and CANCELLED as terminal statuses in task list UI
...
The 'Assigned' tab, overdue count, and card filters were only excluding
COMPLETED tasks. NA and CANCELLED tasks with old due dates were showing
as overdue. Now all three terminal statuses are excluded from active views.
2026-04-08 21:19:20 +00:00
f81817c0f6
fix: Prisma where clause conflict causing old non-terminal tasks to bypass dueDate cutoff
...
Top-level OR and AND keys on the same where object conflicted — consolidated
all suppression conditions into a single AND array in both the SSR page
query and the /api/tasks route.
2026-04-08 18:38:07 +00:00
3a8f21704a
fix: hydration mismatch in run history date formatting
2026-04-08 18:07:36 +00:00
1d01c3fb3d
fix: remove site picker, hardcode Commercial site for SHAPE import browser
2026-04-08 13:43:02 +00:00
e954a8f78e
feat: SharePoint location picker for SHAPE import (site → drive → folder)
...
- GET /api/admin/shape-import/browse: lists sites, drives, and folders via Graph API
- ShapeImportPanel: cascading Site / Document Library / Folder selects
with loading states, error display, and Reset to default
- folderPath stored on ShapeImportRun, passed through to runShapeImport
- discoverFiles accepts dynamic folderPath instead of hardcoded path
- Prisma: added folderPath field to ShapeImportRun model
2026-04-08 13:34:54 +00:00
ce84a5435e
fix: extract date prefix from ad-hoc task text for correct dueDate/completedAt
2026-04-08 12:06:41 +00:00
