seubert-claims/dev/horizon-issues-implementation-2026-05-28.md

Horizon Issues Implementation — May 28, 2026

Commit: 20f7ec1 Deployed: May 28, 2026 ~11:50 PM UTC Container rebuild: Yes — horizon-app recreated and restarted

---

What Was Implemented

1. Tasks Disappearing (High — Bug Fix)

Symptom: Mimi's IN_PROGRESS task and other open tasks were vanishing from task lists.

Root cause: The task visibility filter included policyGroup: { renewalDate: { gte: cutoff } } with no exemption for open tasks. Any task on a renewal group whose date was older than 7 days was hidden — even if the task was IN_PROGRESS or NOT_STARTED.

Fix: Added { status: { notIn: TERMINAL_STATUSES } } as a third OR branch so open tasks always show regardless of group renewal date. Only terminal (COMPLETED, CANCELLED, NA) tasks on old groups are filtered out.

Files changed:

• src/app/(dashboard)/tasks/page.tsx
• src/app/(dashboard)/clients/[id]/page.tsx
• src/app/api/clients/[id]/tasks/route.ts

Data impact: None. No task records were modified. The fix only changes what the query returns.

---

2. Star Date Change Doesn't Update Task Due Dates (High — Bug Fix)

Symptom: When a manager changed the renewal date on a policy group, all open tasks retained their old due dates.

Root cause: PATCH /api/policy-groups/[id] saved the new renewalDate but never recalculated dueDate on existing tasks. Since dueDate = renewalDate + daysOffset, the dates silently became wrong.

Fix: After saving the group, the API now fetches all open (NOT_STARTED, IN_PROGRESS, BLOCKED) template-generated tasks in the group and recalculates their dueDate. The count of rescheduled tasks is included in the audit log entry and the API response.

Files changed:

• src/app/api/policy-groups/[id]/route.ts

Data impact: Future — will update task due dates whenever a manager changes a group's renewal date going forward. Did not retroactively update any existing tasks.

---

3. Auto Task Assignment Not Working (BEK, Noor) (High — Feature)

Symptom: BEK and Noor were set up 3 days ago but had zero tasks. The auto-generate cron requires all policies to be ≥20 days old before generating tasks.

Fix: When a manager clicks "Save & Complete" in the setup wizard, it now automatically calls POST /api/policy-groups/[id]/generate-tasks for every saved group. A loading toast ("Generating tasks…") shows during this step, and the success toast confirms completion.

Files changed:

• src/app/api/clients/[id]/setup/route.ts — now returns groups array with IDs
• src/components/renewal-groups/setup-wizard.tsx — calls generate-tasks after non-draft save

Data impact: BEK and Noor still need to have their setup wizard re-saved (or re-completed) to trigger task generation for existing groups, since the fix only fires on new completions going forward. Alternative: generate tasks manually via the existing group detail page.

---

4. Manual Sync Hardcoded Date Range (Medium — Bug Fix)

Symptom: The Manual Sync panel defaulted to 2026-01-01 – 2026-12-31, silently skipping policies outside that window.

Fix: Defaults are now dynamic: start = January 1 of the prior year, end = December 31 two years out. This auto-adjusts every calendar year.

Files changed:

• src/components/admin/sync-trigger.tsx

Data impact: None.

---

5. Setup Queue Showing Inactive Clients (Medium — Bug Fix)

Symptom: 26 clients were showing in the setup queue, including many with only cancelled/expired/non-renewed policies that don't need setup.

Fix: The queue now filters to clients with at least one active (non-dead) policy. A note in the subtitle shows how many clients were excluded so managers have full visibility.

Dead statuses filtered: Cancelled, Expired, Non-Renewed, Rewritten, Not taken.

Files changed:

• src/app/(dashboard)/manager/setup/page.tsx

Data impact: None. Queue count will be lower — that's correct.

---

6. Audit Logging Gap — Notes Route (Medium — Bug Fix)

Symptom: When a user added a note and simultaneously changed task status, the audit log recorded TASK_NOTE_ADDED with only the new status. The old status was never captured, making it impossible to know what a task was before the change.

Fix: When a status change accompanies a note, the route now also emits a dedicated TASK_STATUS_CHANGED audit entry with oldValues.status and newValues.status. The existing TASK_NOTE_ADDED entry was also updated to include oldValues.status.

Files changed:

• src/app/api/tasks/[id]/notes/route.ts

Data impact: No historical backfill. New entries going forward will be complete. Verification query:

SELECT action, old_values->>'status' AS old, new_values->>'status' AS new, created_at
FROM audit_logs WHERE action = 'TASK_STATUS_CHANGED'
ORDER BY created_at DESC LIMIT 10;

---

7. Renewal Warnings Not Showing on Policy Cards (Low — Enhancement)

Symptom: Day-count warning badges (e.g. "26d", "34d") appeared on client-level cards and lists but not on individual policy cards inside the client detail view.

Fix: Each policy card in the client detail tab now shows:

• Red badge Xd if renewal is within 30 days
• Grey badge Xd if renewal is within 90 days

Files changed:

• src/components/clients/client-detail.tsx

---

8. Client Notes — No Save Attribution (Low — Enhancement)

Symptom: The Client Notes section had no indication of when notes were last saved or by whom.

Fix: After saving notes, a "Saved [timestamp]" label appears next to the Save button for the duration of the session.

Note: A persistent "last saved by" tracker would require a DB migration (adding notesUpdatedAt / notesUpdatedBy to the clients table). This was not added. If persistent tracking is desired, a migration can be written.

Files changed:

• src/components/clients/client-detail.tsx

---

Verification — User Task Counts (Post-Deploy)

Queried immediately after deploy. No tasks were modified by the code changes.

User	NOT_STARTED	IN_PROGRESS	COMPLETED	NA
Luke Billman	236	7	164	43
Mimi Rawlings	516	5	602	38
Christine Gove	1,722	—	2,087	96

All status changes since May 21 were made by the users themselves (no system reversions).

---

Deployment

No database migrations were required. All changes are application-layer only.

git commit: 20f7ec1
git push: main → forgejo.wulfconsulting.cloud/lorentz/seubert-claims
docker: horizon-app Recreated → Started (Up as of ~11:50 PM UTC May 28)

---

Still Pending

• SHAPE import audit logging — The import directly creates/updates tasks with COMPLETED/NA status but emits no per-task audit entries. Low risk (admin-only, rare operation). Plan documented in dev/audit-logging-fix-plan.md.
• BEK/Noor task generation — Needs manual trigger via group detail page, or re-completing setup, since they were set up before this fix.
• Client notes persistent attribution — Requires a DB migration to add notesUpdatedAt / notesUpdatedBy columns.