lorentz 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

26 KiB

Raw Permalink History

View raw