lorentz/seubert-claims
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10 commits

Author SHA1 Message Date
lorentz
4315f704c7 Renewal settings, client setup queue, manager setup page, combobox grouping, nav updates 2026-04-10 13:50:04 +00:00
lorentz
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
lorentz
ca2c9c701d feat: SHAPE historical import admin UI 
- New DB tables: shape_import_runs, shape_import_logs (raw SQL applied)
- src/lib/shape-import/run-import.ts: importable core logic extracted from CLI script
- POST /api/admin/shape-import: starts run async, returns runId immediately
- GET /api/admin/shape-import: lists last 20 runs
- GET /api/admin/shape-import/[id]: polls log lines and run status
- /admin/shape-import page: drive ID config, dry run / execute (with confirmation),
  live log panel (2s poll), stats summary, run history with log replay
- Admin index: added SHAPE Historical Import card
 2026-04-08 11:19:37 +00:00
lorentz
8aa20ea751 feat: sync contacts from AMS 360 AFW_PolContact into ClientContact 
- Add source, title, mobilePhone fields to ClientContact schema
- Add composite unique constraint for dedup (clientId, name, label, source)
- Add fetchAfwContacts() query with dedup by (CustId, Name, Responsibility)
- Add syncContacts() phase to sync engine with retry logic
- Update contacts UI to show title, mobile phone, AMS badge
- Disable edit/delete on AMS-synced contacts (source='ams')
 2026-04-08 02:08:27 +00:00
lorentz
9dd30de358 feat: pre-launch fixes - renewal date, task suppression, active policies, contacts, N/A enforcement, completion prompts, task groups, client notes, parent/subsidiary linking 2026-04-07 01:56:18 +00:00
lorentz
0d8edc97da Additional Service: ad hoc task creation on tasks page, client detail, policy group manager 2026-03-31 16:40:49 +00:00
lorentz
4aa19e6a21 Tasks: multi-note system, claims-first viewer dropdown, TaskNote schema 2026-03-25 14:57:21 +00:00
lorentz
73c93d3c7f Tasks: notes field, status toggle, employee view-as, assign page improvements, generate-and-assign 2026-03-25 14:38:02 +00:00
lorentz
0abcadaa71 Feature: policy groups, task assignment, claims advocate, client members, audit log, combobox UI 
- Schema: add PolicyGroup, ClientMember, claimsAdvocateId; migrations included
- API: /api/clients/[id]/team (flat ClientMember), /api/clients/[id]/policy-groups
- API: /api/policy-groups, /api/tasks/bulk-assign, /api/cron/auto-generate
- API: /api/admin/audit, filter clients by advocateId/teamMemberId (name format fix)
- API: /api/users supports department filter
- UI: policy-group-manager, client-detail assignments card (combobox, claims dept filter)
- UI: bulk assign page /tasks/assign, audit log viewer /admin/audit
- UI: nav-bar Assign Tasks link, admin audit log link
- UI: combobox component with search/filter
- Auth: audit logging for sign-in, user role changes
- Fix: Prisma client regenerated for new schema fields
- Fix: teamMemberId filter uses Last,First name format for policy matching
- Fix: suppressHydrationWarning on all formatDate spans
 2026-03-18 01:49:52 +00:00
lorentz
b036a93da2 Initial commit: OnDeck project 
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-18 13:20:52 +00:00