The default task fetch (/api/clients/[id]/tasks) already excludes
completed/cancelled/NA tasks older than a 7-day cutoff server-side. The
"Show Completed" button only filtered the in-memory task list, so if all
completed tasks were older than a week, toggling it revealed nothing —
they were never fetched.
Wire the toggle to re-fetch with archived=true (bypasses the cutoff) when
turning it on, and revert to the default filtered fetch when turning it
back off, so it doesn't leak dead-policy tasks into the non-completed view.
The Manager nav badge, dashboard tile, and metrics gauge counted Shape/
Shape 2 clients missing an advocate/setup with ANY policy, while the
Setup Queue page itself required an ACTIVE (non-dead-status) policy.
Clients with only Cancelled/Expired/etc policies inflated the badge but
never appeared anywhere except a bare "(N skipped)" note with no names.
- setup/page.tsx: replace the bare skipped count with a full "No Active
Policies" card listing each client (linked), policy count, what's
missing, and a Mark N/A action
- Align the active-policy filter across setup-queue API, manager
dashboard count, and the Prometheus setup-queue gauge so all four
surfaces agree on what's actually actionable
Timezone (all users EST):
- lib/utils: hardcode APP_TIME_ZONE (America/New_York) in formatDate/
formatRenewalDate, add formatDateTime and todayInAppTimeZone helpers
- Replace every ad-hoc toLocaleDateString/toLocaleString call across the app
(task notes, audit log, backups, shape import, renewal groups, client
detail) with the shared EST-aware helpers
- Fix UTC "today" bug in date-input defaults/min/max (completion date,
reminder date) that rolled to the next calendar day after ~7-8pm ET
Task provenance:
- Task card info icon (now visible to all users, not just privileged) shows
full origin: template, level, renewal anchor, due-date math, and who/what
generated the task
- Include template.daysOffset and creator in task queries
Setup N/A:
- New setupNaAt/setupNaReason fields on Client; mark/restore UI and API to
exclude non-Shape/lost-business clients from the setup queue everywhere
it's counted (queue page, API, manager dashboard, metrics gauge)
Task generation fixes:
- auto-generate: client-level branch now gated on the renewal anchor's
(group/policy) createdAt instead of the client's, so pre-go-live clients
with new post-go-live groups are no longer skipped forever
- New auto-assign-tasks sweep run after every sync to assign advocates to
tasks created by paths that don't assign directly (e.g. setup wizard)
Replace the single-pass, exact-match-only audit with the two-pass model from
imageright_claim_review_audit_methodology.md, applied across all 10 SHAPE
checklist items:
- TaskAudit.status (3-state) -> TaskAuditClassification (7-state): PASS,
PASS_WITH_NAMING_EXCEPTION, MANUAL_REVIEW, FAIL_MISSING, FAIL_LATE,
FAIL_WRONG_ARTIFACT, NOT_APPLICABLE. New columns for confidence score,
evidence bucket, naming-exception/manual-review flags, msg subject/sent
date, attachment filenames, a human-readable evidence summary, and the
full scoring signal trail (matched_signals).
- New audit-scoring.ts: weighted metadata + content scoring per the
methodology's table, generalized to use each spec item's own
keywords/docTypes rather than a hardcoded claim-specific list.
- New content-inspector.ts: downloads and parses `.msg` (subject, sender,
sent date, body, attachments via @kenjiuno/msgreader), `.xlsx` (sheet
names/cell text via xlsx), and `.pdf` (text-layer only via pdf-parse,
no OCR) — recursing one level into email attachments.
- ImageRightClient: new getPageImageContent() using the v2 REST API
(`/api/v2/pages/{pageId}/images/{imageId}/{version}`) — the only endpoint
that returns raw file bytes; v1 only exposes JSON metadata. Verified live
against a real .msg (correct OLE2 signature, exact byte-size match).
- audit-matching.ts: matchesKeywords is now plural/singular-tolerant
(normalizeForMatch) — fixes false negatives like "Open Claims Review" not
matching keyword "CLAIM REVIEW". Added docTypesToExtensions, mapping the
spec's generic doc_types labels to real file extensions (evidence shows
these labels describe file format, not ImageRight's document-type
taxonomy).
- audit-engine.ts: auditSpecItem() replaces findBestMatch() — scores every
in-window candidate, falls back to strict exact-match (fast path, no
content download) when possible, otherwise deep-inspects the top
candidate and only confirms PASS_WITH_NAMING_EXCEPTION when content
positively confirms (not merely "score didn't decrease"). Also fixes a
real accuracy bug: unscoped whole-file document search silently truncates
at ~1000 docs on high-volume accounts (verified live) — ALL_TIME spec
items now iterate every folder instead (findDocumentsSafe).
- UI/API updated for the new classification taxonomy and evidence fields.
Verified end-to-end live against the methodology doc's own worked example
(American Marine Express, Inc., IR document 12884779): real API calls, real
.msg download/parse (found both a signature image and the actual Excel
attachment), correctly classified PASS_WITH_NAMING_EXCEPTION.
68 new/updated tests covering scoring, content parsing (real xlsx bytes;
mocked msgreader/pdf-parse), fuzzy keyword matching, and all 6+1
classification outcomes via auditSpecItem with a fake ImageRight client.
Known follow-up (not resolved here): this client's stored Client.renewalDate
(2026-10-07) and PolicyGroup renewal date (2027-03-02) don't match the
2026-04-04 renewal date used in the methodology doc's own example — worth
reconciling separately, since it determines which target-date windows the
live app actually computes for this client.
- Add TaskAudit/TaskAuditStatus Prisma models linked to Client/Task/User.
- Add ImageRightClient (auth, findFilesByFileNumber, findDocuments,
getSortedFolders) per Vertafore REST v1 API.
- Add audit engine that resolves per-item target dates/windows from the
SHAPE_IR_Filing_Audit_Spec.md checklist, navigates real ImageRight folder
structure, and links results to existing Tasks where found.
- Add GET/POST /api/clients/[id]/task-audit (SHAPE/SHAPE2-gated) and a
Document Audit tab in the client detail page.
- Add Client.amsCustomerNumber (AFW_Customer.CustNo) — ImageRight's
FileNumberPart1 expects this AMS360 account number, not the amsCustomerId
GUID. Backfilled via one-off /api/admin/backfill-ams-customer-number.
- Fix folder/document traversal against verified live ImageRight data:
real folders are nested under a per-year "Policy Term" folder (not flat
SUBMISSION/PRERENEWAL as in the source spec doc), and document listing
requires POST /api/documents/find with {FileId, ParentId} — the
previously assumed /api/containers/{id} endpoint 404s on real ids.
- Add jest coverage for client auth/find calls and folder/doc-type matching.
Known open items (need process-owner input, not resolved here):
- Real IR document types (Correspondences, Pre-Renewal Information, Loss
Run) don't map 1:1 to the spec's generic labels (EMAIL, EXCEL DOC, PDF).
- Spec's second folder_path segment (e.g. PRERENEWAL) has no matching real
subfolder for at least one tested client; currently ignored for folder
navigation and only surfaced in the audit result label.
- Whether an audit item should be skipped when no open Task exists for it,
rather than always running and reporting INCOMPLETE.
Extracts the cron-only auto-generate logic into shared modules
(lib/sync/auto-generate.ts, automation-config.ts) and adds
group-auto-assign.ts, which attaches ungrouped policies to an existing
renewal group when their renewal dates are close. Both now also run
automatically after every AMS sync (sync-engine.ts), guarded by a
Postgres advisory lock so overlapping syncs cannot double-generate.
The external /api/cron/auto-generate endpoint remains for manual/
out-of-band triggering, delegating to the same shared engine.
Adds an admin settings UI + /api/admin/automation-settings route to
configure grace periods and toggles without a redeploy, and surfaces
the new audit actions (AUTO_GENERATE_TASKS_CLIENT, AUTO_ASSIGN_POLICY_GROUP)
in the audit log filters.
Includes a fixed AUTOMATION_GO_LIVE_AT floor (2026-07-07) in
automation-config.ts, applied to every candidate query in
auto-generate.ts and group-auto-assign.ts. Without it, the first run
after enabling this treated every historical policy/client/group that
happened to be old enough as newly eligible, generating tasks anchored
to old renewal/expiration dates in one burst (incident: 6,552 tasks
created 2026-07-07 02:01, most already 1-2 years overdue for Jeanne
Strong and Luke Billman; cleaned up same day after a verified backup).
The floor ensures automation only ever processes records created from
its go-live date forward.
Advocates could not filter their own task list by client because the
/api/tasks endpoint treated any userId query param as a request to
view another user's tasks, rejecting non-Admin/Manager callers with
403 even when userId matched their own session id.
- api/tasks/route.ts: fix group-expiry filter to never hide open tasks;
replace dueDate-based age filter with completedAt-based filter so open
tasks are always visible regardless of how old they are
- api/dashboard/workload/route.ts: add dead-policy exclusion to base
task filter so overdue counts and per-user workload rows exclude tasks
on cancelled/expired/non-renewed policies
- manager/page.tsx: same dead-policy exclusion on teamMembers task query
- api/metrics/route.ts: fix horizon_tasks_overdue to exclude dead-policy tasks
1. Tasks disappearing (Mimi bug) - open tasks now always visible
regardless of renewal group date; only terminal tasks filter by group age
2. Star date change recalculates task due dates - PATCH policy-group
now updates dueDate on all open template tasks when renewalDate changes
3. Auto task generation on setup complete - wizard calls generate-tasks
for each saved group immediately after Save & Complete
4. Manual sync date range - defaults are now dynamic (prev year to +2y)
instead of hardcoded 2026-01-01 / 2026-12-31
5. Setup queue filters out clients with no active policies; shows
skipped count so managers know what was excluded
6. Audit logging gap fixed - notes route now emits TASK_STATUS_CHANGED
with old+new status when note submission also changes status
7. Renewal day-count warnings now shown on individual policy cards
in client detail (<=30d destructive, <=90d secondary badge)
8. Client notes now show save timestamp after editing
Terminal tasks (COMPLETED/CANCELLED/NA) were gated on dueDate >= cutoff,
so bulk-closed tasks with old due dates never appeared in task lists even
though they were just completed. Switch the 7-day recency check to use
completedAt instead — a task completed this week always shows regardless
of when it was due.
Marks all open tasks with dueDate < 2026-04-01 as COMPLETED.
Supports ?dryRun=true for safe preview before execution.
Writes batched AuditLog entries + a summary entry per run.
Admin-only (403 for non-admins).
Manager page and workload API were bounding overdue by a configurable
window (e.g. last 30 days), while the tasks page counted ANY open task
past due with no lower bound. This caused Mimi/Dawn's numbers to diverge.
All three surfaces now use the same definition: open task + dueDate < today.
- Task cards show an info (ⓘ) icon in the Level row for privileged users
Tooltip: e.g. '90 days before renewal · Group level · Template: Request Loss Runs'
- Edit modal shows a read-only Task Origin callout at top for privileged users
- Added template include to all task queries (tasks page, client page, client tasks API)
- Also applied the open-task cutoff fix to /api/clients/[id]/tasks/route.ts (same bug as Luke's)
RCA: the dueDate >= cutoff filter was incorrectly excluding open tasks
more than 7 days overdue. The cutoff now only applies to terminal tasks
(COMPLETED/CANCELLED/NA) to suppress ancient clutter. Open tasks of any
age are always returned.
Fixes tasks/page.tsx and clients/[id]/page.tsx.
- SetupWizard: honor client.renewalDate when determining which group is starred on reopen
- PolicyGroupManager: defensively handle Date or string in handleOpenEdit to unblock pencil
- Fix due date off-by-one: parse date-only strings as local time in formatDate/formatRenewalDate
- Additional Services: dynamic fetch of policies/groups when no context provided
- Template sync: admin button + POST /api/templates/[id]/sync endpoint
- Policy<>Group movement: confirmation dialog, cancel-policy-tasks, generate-policy-tasks APIs
- Client-level tasks: show anchor group renewal date with star in TaskCard
- Policy group manager: show star on anchor (earliest renewal) group
- Extract TaskCard into components/tasks/task-card.tsx (full-featured)
- Client tasks API now includes policy, policyGroup, taskNotes
- client-detail replaces inline render with shared TaskCard
- Features now consistent: status dropdown, complete/NA/edit actions,
inline notes panel, carrier info, policy group popover, due date
urgency colors, priority dot
- Client count: Shape/Shape2 designation only
- Policy count: active Shape policies (excludes dead statuses)
- Task count: open tasks on Shape clients (excludes NA/CANCELLED)
- Completion rate: excludes NA/CANCELLED from denominator
- /api/metrics intentionally left as system-wide (Prometheus)
- teamMembers query now scoped to Shape clients + active tasks only
- TeamMembersByDepartment overdue calc uses overdueWindowDays window (default 7d)
- Workload API per-user fetch now only loads active tasks (massive perf win)
- Remove Completed/Completion% columns from workload table (no longer meaningful)
- overdueWindowDays passed through page -> client -> component chain
- Default 7 days: overdue tasks shown only within last N days
- New /api/admin/manager-settings endpoint (GET/PUT, AppSetting key)
- Workload API reads setting and applies to both summary count and per-user table
- Overdue card now shows 'past due within Nd' context label
- Admin > System Settings: new Manager Dashboard card with day input
- setupQueueCount: add policies: { some: {} } filter (match setup-queue API)
- recentTasks: scope to Shape clients, order by updatedAt not createdAt
- Workload API: scope all metrics to Shape clients only
- Workload API: filter tasks by task.department not assignee department
- Workload API: exclude NA/CANCELLED from totalTasks and completion rate denominator
- Workload API: scope userAssignments filter to match department/client scope
- 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
- Historical reset: removed policyGroupId: null filter from policy loop, use level POLICY only
- Gap fill: same fix - all active future policies get POLICY-level tasks
- BOTH-level templates remain on groups (for grouped) or policies (for ungrouped)
- ~3500 grouped policies were missing their POLICY tasks (loss runs, mod factor, etc)
- Add resolvePolicyLink() to find closest policy group or policy by effectiveDate window
- Include template level in DbTemplate interface and loadDbState query
- New tasks created by import now carry correct policyId or policyGroupId
- Delete all 492 orphaned POLICY/RENEWAL_GROUP tasks (no policy link)
- Deletes tasks where POLICY/RENEWAL_GROUP template has no policy_id/policy_group_id
- Gap Fill creates missing tasks per group/policy/client without overwriting existing ones
- Existence check within 5-day window prevents duplicates
- Gap Fill button added to shape-import admin panel with inline result summary
