Commit graph

  • e954a8f78e feat: SharePoint location picker for SHAPE import (site → drive → folder) lorentz 2026-04-08 13:34:54 +00:00
  • ce84a5435e fix: extract date prefix from ad-hoc task text for correct dueDate/completedAt lorentz 2026-04-08 12:06:41 +00:00
  • ca2c9c701d feat: SHAPE historical import admin UI lorentz 2026-04-08 11:19:37 +00:00
  • 25d1aa493c docs: SHAPE historical import documentation lorentz 2026-04-08 10:57:38 +00:00
  • 56664068f8 refactor: client detail page layout - notes collapsible near top, assignment tab lorentz 2026-04-08 10:10:39 +00:00
  • 851487a8dd fix: advocate dropdown on client list shows claims dept only lorentz 2026-04-08 10:05:10 +00:00
  • d45daacf28 feat: user dropdowns collapse 'All Staff' behind expandable toggle lorentz 2026-04-08 02:48:31 +00:00
  • a160a88b08 fix: add task suppression to /api/tasks GET route (used by admin 'view as' feature) lorentz 2026-04-08 02:37:33 +00:00
  • 8db7113c0b fix: task suppression filter was not working - NOT array requires all conditions to match lorentz 2026-04-08 02:16:04 +00:00
  • 8aa20ea751 feat: sync contacts from AMS 360 AFW_PolContact into ClientContact lorentz 2026-04-08 02:08:27 +00:00
  • 9dd30de358 feat: pre-launch fixes - renewal date, task suppression, active policies, contacts, N/A enforcement, completion prompts, task groups, client notes, parent/subsidiary linking lorentz 2026-04-07 01:56:18 +00:00
  • 0ac872a4da Tasks: level badge (Client/Policy/Group) on task cards, fetch policyGroup data lorentz 2026-03-31 18:08:08 +00:00
  • 0d8edc97da Additional Service: ad hoc task creation on tasks page, client detail, policy group manager lorentz 2026-03-31 16:40:49 +00:00
  • c5c3d5a4ab Tasks: client filter search, unified fetchTasks, fix transfer refresh lorentz 2026-03-31 16:09:33 +00:00
  • 881b82f986 Tasks: clickable filter cards, transfer tasks, policy type display, client policy filter lorentz 2026-03-31 16:04:05 +00:00
  • 4aa19e6a21 Tasks: multi-note system, claims-first viewer dropdown, TaskNote schema lorentz 2026-03-25 14:57:21 +00:00
  • a583d76fc7 Fix: clients API team->members relation, prisma generate for notes field lorentz 2026-03-25 14:46:29 +00:00
  • 73c93d3c7f Tasks: notes field, status toggle, employee view-as, assign page improvements, generate-and-assign lorentz 2026-03-25 14:38:02 +00:00
  • 9bb2e14151 Rename: OnDeck -> Horizon, update URL to horizon.seubert.cloud lorentz 2026-03-18 11:43:25 +00:00
  • 35748219ab Fix scheduled sync: add cron endpoint, systemd timer, bypass auth middleware lorentz 2026-03-18 10:54:27 +00:00
  • 0abcadaa71 Feature: policy groups, task assignment, claims advocate, client members, audit log, combobox UI lorentz 2026-03-18 01:49:52 +00:00
  • 6f2b8efef0 Add root .gitignore lorentz 2026-02-18 13:22:08 +00:00
  • b036a93da2 Initial commit: OnDeck project lorentz 2026-02-18 13:20:52 +00:00