seubert-claims/ondeck/prisma
lorentz 6dd7e3e836 fix(tasks): timezone consistency, task provenance, setup N/A, and task-generation fixes
Timezone (all users EST):
- lib/utils: hardcode APP_TIME_ZONE (America/New_York) in formatDate/
  formatRenewalDate, add formatDateTime and todayInAppTimeZone helpers
- Replace every ad-hoc toLocaleDateString/toLocaleString call across the app
  (task notes, audit log, backups, shape import, renewal groups, client
  detail) with the shared EST-aware helpers
- Fix UTC "today" bug in date-input defaults/min/max (completion date,
  reminder date) that rolled to the next calendar day after ~7-8pm ET

Task provenance:
- Task card info icon (now visible to all users, not just privileged) shows
  full origin: template, level, renewal anchor, due-date math, and who/what
  generated the task
- Include template.daysOffset and creator in task queries

Setup N/A:
- New setupNaAt/setupNaReason fields on Client; mark/restore UI and API to
  exclude non-Shape/lost-business clients from the setup queue everywhere
  it's counted (queue page, API, manager dashboard, metrics gauge)

Task generation fixes:
- auto-generate: client-level branch now gated on the renewal anchor's
  (group/policy) createdAt instead of the client's, so pre-go-live clients
  with new post-go-live groups are no longer skipped forever
- New auto-assign-tasks sweep run after every sync to assign advocates to
  tasks created by paths that don't assign directly (e.g. setup wizard)
2026-07-16 22:32:04 +00:00
..
migrations Tasks: multi-note system, claims-first viewer dropdown, TaskNote schema 2026-03-25 14:57:21 +00:00
schema.prisma fix(tasks): timezone consistency, task provenance, setup N/A, and task-generation fixes 2026-07-16 22:32:04 +00:00
seed.ts Initial commit: OnDeck project 2026-02-18 13:20:52 +00:00