Commit graph

5 commits

Author SHA1 Message Date
20f7ec1188 Fix: 8 issues from Horizon Issues & Next Steps doc
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
2026-05-28 23:33:54 +00:00
cf79b3453d Signin: use black logo with CSS invert for white rendering on green panel 2026-04-13 02:52:33 +00:00
e588b98127 Signin: use color Seubert logo on white right panel 2026-04-13 02:21:26 +00:00
4aa19e6a21 Tasks: multi-note system, claims-first viewer dropdown, TaskNote schema 2026-03-25 14:57:21 +00:00
b036a93da2 Initial commit: OnDeck project
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-18 13:20:52 +00:00