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.
- 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
- 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
