lorentz/seubert-claims
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  • 347e4b342b feat(tasks): add preview-before-generate to policy group task generation main lorentz 2026-07-30 10:56:46 +00:00
  • db7ea9fc86 fix(tasks): block Cancel and Escape from closing generate dialog mid-request lorentz 2026-07-18 13:20:48 +00:00
  • 2906f31502 fix(tasks): keep generate confirmation dialog open during in-flight request lorentz 2026-07-18 13:10:42 +00:00
  • b8ea94e37b feat(tasks): add per-client mode and preview-before-generate to Generate & Assign lorentz 2026-07-18 13:05:12 +00:00
  • adc3d9bfa7 feat(tasks): include claimsAdvocateId in the client list for the assign page lorentz 2026-07-18 13:00:46 +00:00
  • 5daab12d98 refactor(tasks): route generate-and-assign through the shared core module lorentz 2026-07-18 12:54:44 +00:00
  • a1206f9515 test(tasks): cover client-mode targeting and missing-advocate guard lorentz 2026-07-18 12:52:17 +00:00
  • 06842f9031 fix(tasks): skip audit log on zero-template runs, add POLICY/CLIENT/multi-section test coverage lorentz 2026-07-18 10:24:07 +00:00
  • fd38e0c148 feat(tasks): implement runGenerateAndAssign for advocate-designation mode lorentz 2026-07-18 10:17:17 +00:00
  • 64f8b71603 feat(tasks): add request parsing for generate-and-assign core module lorentz 2026-07-18 10:12:47 +00:00
  • d8aaea33e6 refactor(sync): export designation-matching helpers for reuse lorentz 2026-07-18 10:10:10 +00:00
  • fb3fe67164 chore: ignore .worktrees/ directory for isolated feature work lorentz 2026-07-18 10:03:10 +00:00
  • 6ab58dec68 docs: implementation plan for per-client generation + preview dialog lorentz 2026-07-18 09:21:20 +00:00
  • 270c38ff19 docs: design for per-client task generation + preview-before-generate lorentz 2026-07-18 02:19:48 +00:00
  • 64ea7800ed fix(tasks): skip generating tasks with computed due dates in the past lorentz 2026-07-17 20:59:02 +00:00
  • e7da36e7e7 docs: capture in-progress design for task change log & restore feature lorentz 2026-07-17 18:46:02 +00:00
  • 38365e97b5 fix(clients): Show Completed toggle did nothing for tasks older than 7 days lorentz 2026-07-17 15:35:45 +00:00
  • 6a5006822b fix(setup-queue): surface dead-policy clients hidden behind badge count lorentz 2026-07-17 03:19:40 +00:00
  • 01ecfacd04 feat(imageright): finalize two-pass audit engine and task-audit UI polish lorentz 2026-07-16 22:52:41 +00:00
  • 6dd7e3e836 fix(tasks): timezone consistency, task provenance, setup N/A, and task-generation fixes lorentz 2026-07-16 22:32:04 +00:00
  • 30fe43fbf6 feat(imageright): two-pass metadata + content-inspection audit model lorentz 2026-07-08 14:36:23 +00:00
  • fad9e18662 feat(imageright): Task Audit feature for SHAPE clients lorentz 2026-07-08 10:39:12 +00:00
  • 835267c333 feat(automation): move task auto-generate to post-sync + admin config UI lorentz 2026-07-07 18:26:12 +00:00
  • db37313631 fix(tasks): allow self-referencing userId filter for non-privileged users lorentz 2026-07-07 00:48:00 +00:00
  • b1b0dfa64d Fix: align task visibility filters across all API routes and dashboards lorentz 2026-06-02 00:01:01 +00:00
  • 20f7ec1188 Fix: 8 issues from Horizon Issues & Next Steps doc lorentz 2026-05-28 23:33:54 +00:00
  • 133dd13c29 Fix: show completed tasks based on completedAt not dueDate lorentz 2026-05-20 17:38:51 +00:00
  • 79b6991b31 Add: /api/admin/bulk-close-pre-cutoff route with audit logging lorentz 2026-05-20 17:27:27 +00:00
  • c20d6b8f1a Fix: align overdue task counts across all surfaces lorentz 2026-05-20 17:10:09 +00:00
  • 970ffe2864 Feature: task origin/business logic visibility for managers & admins lorentz 2026-05-19 03:49:39 +00:00
  • a4dfa0db59 Fix: open overdue tasks no longer hidden by 7-day age cutoff lorentz 2026-05-19 03:24:14 +00:00
  • e6485b35dc Fix setup wizard starred group persistence + pencil edit lorentz 2026-04-24 20:57:48 +00:00
  • b44bddfc6a Follow-up fixes: starred group, edit pencil, sync warning, service type lorentz 2026-04-24 19:56:44 +00:00
  • 8b43a25f4d Task system improvements batch lorentz 2026-04-24 18:26:43 +00:00
  • 9331618ba6 Task templates: add policyTypeFilter field to form, table, and API lorentz 2026-04-23 12:40:19 +00:00
  • 47fb5317a9 Admin backups UI: list, run-now, download, delete + backup volume mounted to app lorentz 2026-04-23 12:31:24 +00:00
  • f3a9fb6670 Clean restart: policyTypeFilter on templates, wipe+regenerate Apr 1+ endpoint, admin UI button lorentz 2026-04-23 11:06:39 +00:00
  • a4bc1bfe4f Login: remove white card, blend form into gold background lorentz 2026-04-14 12:46:51 +00:00
  • ca868f5226 Login page: right panel Seubert gold #D6A620, white card for form lorentz 2026-04-14 12:12:50 +00:00
  • 792f1c81c2 Fix: include carrierName, writingCompanyName, policyGroup in SSR task data lorentz 2026-04-14 02:34:03 +00:00
  • 07945ec1d9 Consistent task cards: client detail now uses shared TaskCard lorentz 2026-04-14 02:13:34 +00:00
  • b3da81a5d8 Fix Has Policies filter to exclude dead-status policies lorentz 2026-04-14 01:58:06 +00:00
  • db9dae7c7c Scope dashboard KPIs to Shape clients only lorentz 2026-04-14 00:36:17 +00:00
  • c07e02855e Fix overdue counts on manager page lorentz 2026-04-14 00:27:47 +00:00
  • 191698088b Manager overdue window: configurable via Admin > Settings lorentz 2026-04-14 00:17:31 +00:00
  • 27247f77f0 Fix Additional Service modal: department enum mapping and timing value lorentz 2026-04-13 22:55:59 +00:00
  • 5934ff7c4f Fix Manager tab KPIs and workload metrics lorentz 2026-04-13 22:44:50 +00:00
  • c40dd68360 Fix Shape import resolvePolicyLink: use nearest match, no date window lorentz 2026-04-13 20:39:09 +00:00
  • 4e54b7e38c Fix: POLICY-level tasks now generated for all active policies (grouped or not) lorentz 2026-04-13 20:25:10 +00:00
  • 02afceb0c5 Fix Shape import: resolve policyId/policyGroupId when creating new tasks lorentz 2026-04-13 19:55:40 +00:00
  • 00b5fab1ba Add Gap Fill: delete 507 orphaned tasks, new /api/admin/gap-fill endpoint, button in shape-import panel lorentz 2026-04-13 19:40:34 +00:00
  • 36076ce90d Add carrierName/writingCompanyName to tasks GET and PATCH API responses lorentz 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 lorentz 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 lorentz 2026-04-13 17:42:36 +00:00
  • 384821de33 Fix: exclude static image files from auth middleware matcher lorentz 2026-04-13 02:58:02 +00:00
  • cf79b3453d Signin: use black logo with CSS invert for white rendering on green panel lorentz 2026-04-13 02:52:33 +00:00
  • 5406d24c1f Signin: use plain img tags for logos to fix rendering, white logo on green panel lorentz 2026-04-13 02:45:58 +00:00
  • e0116b0faf Signin: color logo on left, road-green icon on right, black road favicon lorentz 2026-04-13 02:29:46 +00:00
  • e588b98127 Signin: use color Seubert logo on white right panel lorentz 2026-04-13 02:21:26 +00:00
  • 6b29eaa39f Signin: use correct white logo PNG, fix company name, center Welcome back, remove subtitle lorentz 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 lorentz 2026-04-13 01:55:47 +00:00
  • 6117b23123 Remove obsolete docker-compose version attribute lorentz 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 lorentz 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 lorentz 2026-04-12 23:40:57 +00:00
  • daf0a1a83e Apply Seubert brand colors: deep forest green primary, accent green, gold highlights (light + dark) lorentz 2026-04-12 23:32:22 +00:00
  • 9028af2b4e Task card: make client name a clickable link to client detail (opens in new tab) lorentz 2026-04-12 21:07:26 +00:00
  • ad8b03e7ba Task cards: show group renewalDate; historical reset script; CLIENT task level; default window 30d lorentz 2026-04-12 20:55:54 +00:00
  • ffa14f0456 Change default renewal group window from 90 to 30 days lorentz 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 lorentz 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 lorentz 2026-04-10 18:31:38 +00:00
  • cfefc255b1 Fix: client card policy count now only counts Active policies to match detail page lorentz 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 lorentz 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) lorentz 2026-04-10 14:55:15 +00:00
  • 5ed6605460 Fix: brighter red/orange due date bg in dark mode, remove status select background lorentz 2026-04-10 14:53:16 +00:00
  • ae66f931f7 Task card: excel-style grid with sharp corners, border cells, no status bg lorentz 2026-04-10 14:49:25 +00:00
  • 4852acafda Task card: due date urgency bg, clickable status dropdown, plain text level, consistent text-xs lorentz 2026-04-10 14:46:30 +00:00
  • a215d7ce44 Task card: larger icons (h-5), auto-width data column lorentz 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 lorentz 2026-04-10 14:40:10 +00:00
  • f2192cb70b Task card: right sidebar with Due/Status/Level info + 2x2 action grid lorentz 2026-04-10 14:35:51 +00:00
  • bc240c79c1 Task card redesign: remove duplicate notes, cleaner layout with header/meta separation lorentz 2026-04-10 14:27:50 +00:00
  • 04c87f111a Task editing: reusable TaskEditModal, expanded PATCH API, edit button on all task surfaces lorentz 2026-04-10 14:20:57 +00:00
  • 8c5516f353 Tasks always show Policy #, Type, Renewal Date, and clickable notes icon on all surfaces lorentz 2026-04-10 14:00:54 +00:00
  • 02d1fcb73d Design principles: Claims First (collapsed others) + Renewal Date (+1 day) everywhere lorentz 2026-04-10 13:56:46 +00:00
  • 4315f704c7 Renewal settings, client setup queue, manager setup page, combobox grouping, nav updates lorentz 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 lorentz 2026-04-09 21:00:56 +00:00
  • 0c6fccadd6 Client cards/table: parent (branch icon) and child (arrow icon) visual indicators with tooltips lorentz 2026-04-09 17:13:19 +00:00
  • ceb82c9ef7 User select dropdowns: group all staff by department (Claims first, then alphabetical) lorentz 2026-04-09 15:44:52 +00:00
  • ff6135da5c Fix: AFW sync no longer overwrites user department on update, rename labels to Renewal lorentz 2026-04-09 15:01:11 +00:00
  • d482c6fe2a ui: move parent/child badges to right side of client header lorentz 2026-04-09 13:02:32 +00:00
  • 4774eb1932 feat: parent/child company badges in client header lorentz 2026-04-09 12:52:56 +00:00
  • 170bb35921 feat: add sort/filter header to client detail tasks tab lorentz 2026-04-09 01:05:29 +00:00
  • 17f475cd9c ui: increase spacing and font size in task header bar lorentz 2026-04-09 00:58:47 +00:00
  • fd878f7701 ui: single header bar with sort left, filters + status tabs right lorentz 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 lorentz 2026-04-08 22:40:18 +00:00
  • d82b3dc611 feat: sortable/filterable column header on task list lorentz 2026-04-08 21:23:46 +00:00
  • 33ec8b2799 fix: treat NA and CANCELLED as terminal statuses in task list UI lorentz 2026-04-08 21:19:20 +00:00
  • f81817c0f6 fix: Prisma where clause conflict causing old non-terminal tasks to bypass dueDate cutoff lorentz 2026-04-08 18:38:07 +00:00
  • 848881bbd8 chore: gitignore sql backups and remove accidentally committed backup lorentz 2026-04-08 18:07:53 +00:00
  • 3a8f21704a fix: hydration mismatch in run history date formatting lorentz 2026-04-08 18:07:36 +00:00
  • 1d01c3fb3d fix: remove site picker, hardcode Commercial site for SHAPE import browser lorentz 2026-04-08 13:43:02 +00:00