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seubert-claims/tasks/tasks-prd-ondeck-policy-renewal.md
lorentz b036a93da2 Initial commit: OnDeck project 
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-18 13:20:52 +00:00

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Tasks: OnDeck Policy Renewal Workflow Management System

Generated from: prd-ondeck-policy-renewal.md

Relevant Files

  • package.json - Project dependencies and scripts
  • docker-compose.yml - Docker configuration for app and PostgreSQL
  • Dockerfile - Container build configuration
  • .env.example - Environment variable template
  • prisma/schema.prisma - Database schema definition
  • prisma/migrations/ - Database migration files
  • prisma/seed.ts - Database seeding script
  • src/app/layout.tsx - Root layout with providers
  • src/app/page.tsx - Landing/redirect page
  • src/app/api/auth/[...nextauth]/route.ts - NextAuth.js API route for Entra ID
  • src/app/api/auth/[...nextauth]/route.test.ts - Tests for auth route
  • src/lib/auth.ts - NextAuth configuration and helpers
  • src/lib/auth.test.ts - Tests for auth helpers
  • src/middleware.ts - Auth and RBAC middleware
  • src/middleware.test.ts - Tests for middleware
  • src/app/api/sync/route.ts - Manual sync trigger endpoint
  • src/app/api/sync/route.test.ts - Tests for sync endpoint
  • src/lib/sync/sync-engine.ts - AFW sync logic
  • src/lib/sync/sync-engine.test.ts - Tests for sync engine
  • src/lib/sync/scheduler.ts - Cron-based sync scheduler
  • src/lib/sync/afw-connection.ts - SQL Server connection to AFW
  • src/lib/sync/afw-connection.test.ts - Tests for AFW connection
  • src/lib/sync/mappers.ts - AFW to local data mappers
  • src/lib/sync/mappers.test.ts - Tests for data mappers
  • src/app/(dashboard)/layout.tsx - Dashboard layout with sidebar
  • src/app/(dashboard)/dashboard/page.tsx - Personal dashboard
  • src/app/(dashboard)/dashboard/page.test.tsx - Tests for personal dashboard
  • src/app/(dashboard)/clients/page.tsx - Client list page
  • src/app/(dashboard)/clients/page.test.tsx - Tests for client list
  • src/app/(dashboard)/clients/[id]/page.tsx - Client detail page
  • src/app/(dashboard)/clients/[id]/page.test.tsx - Tests for client detail
  • src/app/(dashboard)/tasks/page.tsx - Task list page
  • src/app/(dashboard)/tasks/page.test.tsx - Tests for task list
  • src/app/(dashboard)/manager/page.tsx - Manager dashboard
  • src/app/(dashboard)/manager/page.test.tsx - Tests for manager dashboard
  • src/app/(dashboard)/admin/page.tsx - Admin dashboard
  • src/app/(dashboard)/admin/shapes/page.tsx - Shape management page
  • src/app/(dashboard)/admin/templates/page.tsx - Task template management
  • src/app/(dashboard)/admin/sync/page.tsx - Sync configuration page
  • src/app/(dashboard)/admin/users/page.tsx - User/role management page
  • src/app/api/clients/route.ts - Clients API endpoints
  • src/app/api/clients/route.test.ts - Tests for clients API
  • src/app/api/clients/[id]/route.ts - Single client API
  • src/app/api/tasks/route.ts - Tasks API endpoints
  • src/app/api/tasks/route.test.ts - Tests for tasks API
  • src/app/api/tasks/[id]/route.ts - Single task API
  • src/app/api/shapes/route.ts - Shapes API endpoints
  • src/app/api/shapes/route.test.ts - Tests for shapes API
  • src/app/api/templates/route.ts - Task templates API
  • src/app/api/templates/route.test.ts - Tests for templates API
  • src/app/api/notifications/route.ts - Notifications API
  • src/app/api/admin/sync-config/route.ts - Sync configuration API
  • src/app/api/admin/roles/route.ts - Role mapping API
  • src/components/ui/ - shadcn/ui components directory
  • src/components/layout/sidebar.tsx - Navigation sidebar component
  • src/components/layout/header.tsx - Header with user menu
  • src/components/clients/client-list.tsx - Client list component
  • src/components/clients/client-detail.tsx - Client detail component
  • src/components/clients/shape-selector.tsx - Shape dropdown component
  • src/components/clients/personnel-picker.tsx - Entra user picker
  • src/components/tasks/task-list.tsx - Task list component
  • src/components/tasks/task-card.tsx - Individual task card
  • src/components/tasks/task-form.tsx - Task create/edit form
  • src/components/tasks/status-select.tsx - Status dropdown with N/A notes
  • src/components/dashboard/kpi-card.tsx - KPI display card
  • src/components/dashboard/task-summary.tsx - Task summary widget
  • src/components/dashboard/workload-chart.tsx - Workload distribution chart
  • src/components/notifications/notification-bell.tsx - Notification icon/dropdown
  • src/components/admin/shape-form.tsx - Shape create/edit form
  • src/components/admin/template-form.tsx - Template create/edit form
  • src/components/admin/sync-status.tsx - Sync health widget
  • src/lib/db.ts - Prisma client singleton
  • src/lib/utils.ts - Utility functions
  • src/types/index.ts - TypeScript type definitions
  • src/types/enums.ts - Enum definitions matching Prisma
  • tailwind.config.ts - Tailwind CSS configuration
  • jest.config.js - Jest test configuration
  • jest.setup.js - Jest setup file

Notes

  • Unit tests should typically be placed alongside the code files they are testing (e.g., MyComponent.tsx and MyComponent.test.tsx in the same directory).
  • Use npx jest [optional/path/to/test/file] to run tests. Running without a path executes all tests found by the Jest configuration.
  • This project uses Next.js App Router with server components by default.
  • shadcn/ui components are installed via npx shadcn-ui@latest add [component-name].
  • Environment variables should never be committed; use .env.example as a template.

Tasks

  • 1.0 Project Setup & Infrastructure

    • 1.1 Initialize Next.js project with TypeScript (npx create-next-app@latest ondeck --typescript --tailwind --eslint --app --src-dir)
    • 1.2 Install and configure shadcn/ui (npx shadcn-ui@latest init)
    • 1.3 Install core shadcn/ui components (button, card, input, select, table, dialog, dropdown-menu, tabs, badge, toast, avatar, skeleton)
    • 1.4 Create docker-compose.yml with app service and PostgreSQL service (use ondeck database credentials)
    • 1.5 Create Dockerfile for Next.js production build
    • 1.6 Create .env.example with all required environment variables (DATABASE_URL, NEXTAUTH_, AZURE_AD_, AFW_*)
    • 1.7 Configure Tailwind with custom theme colors for Shape designations
    • 1.8 Set up Jest testing framework with React Testing Library
    • 1.9 Create base project folder structure (src/app, src/components, src/lib, src/types)
    • 1.10 Create src/lib/utils.ts with common utility functions (cn, formatDate, etc.)

  • 2.0 Authentication & Authorization (Entra ID)

    • 2.1 Install NextAuth.js and Azure AD provider (npm install next-auth @azure/msal-node)
    • 2.2 Create NextAuth configuration in src/lib/auth.ts with Azure AD provider
    • 2.3 Configure Azure AD provider to request group claims in token
    • 2.4 Create src/app/api/auth/[...nextauth]/route.ts API route
    • 2.5 Create auth session provider wrapper component
    • 2.6 Implement user upsert on first login (create user record from Entra token)
    • 2.7 Create role resolution logic (map Entra groups to app roles from entra_group_role_mappings table)
    • 2.8 Create src/middleware.ts for route protection and RBAC enforcement
    • 2.9 Define permission sets per role (Admin, Manager, Account Executive, Claims) in constants
    • 2.10 Create useSession and usePermissions custom hooks for client components
    • 2.11 Create higher-order component or wrapper for role-based UI rendering
    • 2.12 Write unit tests for auth helpers and role resolution logic

  • 3.0 Database Schema & ORM Setup

    • 3.1 Install Prisma (npm install prisma @prisma/client)
    • 3.2 Initialize Prisma with PostgreSQL (npx prisma init --datasource-provider postgresql)
    • 3.3 Define User model with Entra fields (entra_oid, email, display_name, department, is_active, last_login_at)
    • 3.4 Define Role model with permissions JSONB field
    • 3.5 Define EntraGroupRoleMapping model for group-to-role configuration
    • 3.6 Define UserRole junction table for direct role assignments
    • 3.7 Define Shape model with name, description, color, rules, display_order, is_active
    • 3.8 Define Client model with AMS sync fields and custom fields (shape_id, shape2_id, primary_personnel_id, notes, custom_fields JSONB)
    • 3.9 Define ClientPersonnel junction table for additional personnel assignments
    • 3.10 Define Policy model with AMS sync fields and expiration_date index
    • 3.11 Define TaskStatus and TaskPriority enums (include NA status)
    • 3.12 Define TaskTemplate model with department, timing, days_offset, default_priority
    • 3.13 Define Task model with all fields including na_reason, cancelled_reason
    • 3.14 Define TaskAssignment junction table for multi-user assignment
    • 3.15 Define SyncLog model for sync run tracking
    • 3.16 Define SyncConfig model for admin-configurable sync settings
    • 3.17 Define AuditLog model for change tracking
    • 3.18 Define Notification model for in-app notifications
    • 3.19 Define NotificationPreference model for user notification settings
    • 3.20 Create initial migration (npx prisma migrate dev --name init)
    • 3.21 Create src/lib/db.ts Prisma client singleton
    • 3.22 Create prisma/seed.ts with default roles, initial shapes, and sample task templates
    • 3.23 Run seed script (npx prisma db seed)

  • 4.0 AFW Data Sync Engine

    • 4.1 Install SQL Server driver (npm install mssql)
    • 4.2 Create src/lib/sync/afw-connection.ts with connection pool management
    • 4.3 Create AFW query functions for: AFW_Customer, AFW_BasicPolInfo, AFW_Employee, AFW_GeneralLedgerDepartment, AFW_Company, AFW_PRCode
    • 4.4 Implement date filter for policies (current year + 24 months expiration)
    • 4.5 Create src/lib/sync/mappers.ts with AFW-to-local data transformation functions
    • 4.6 Create src/lib/sync/sync-engine.ts with main sync orchestration logic
    • 4.7 Implement incremental sync based on ChangedDate/ModifiedDate fields
    • 4.8 Implement upsert logic (insert new, update existing based on ams_*_id)
    • 4.9 Implement soft-delete handling (mark inactive if removed from AFW, never hard delete)
    • 4.10 Create SyncLog entries for each sync run (start, end, counts, errors)
    • 4.11 Implement retry logic with exponential backoff (3 attempts)
    • 4.12 Create src/lib/sync/scheduler.ts using node-cron for scheduled sync
    • 4.13 Read sync schedule from SyncConfig table (default 2 AM)
    • 4.14 Create src/app/api/sync/route.ts POST endpoint for manual sync trigger (Admin only)
    • 4.15 Create src/app/api/sync/status/route.ts GET endpoint for sync status
    • 4.16 Write unit tests for mappers and sync logic (mock AFW connection)

  • 5.0 Client Management Module

    • 5.1 Create src/app/api/clients/route.ts with GET (list with pagination, filtering) and search
    • 5.2 Implement client list filters: department, shape, personnel, search term
    • 5.3 Create src/app/api/clients/[id]/route.ts with GET (detail), PATCH (update custom fields)
    • 5.4 Create src/app/api/clients/[id]/personnel/route.ts for managing additional personnel
    • 5.5 Implement RBAC filtering (users see only assigned clients unless Manager/Admin)
    • 5.6 Create src/components/clients/client-list.tsx with data table, sorting, filtering
    • 5.7 Create src/components/clients/client-card.tsx for list item display with Shape color badge
    • 5.8 Create src/app/(dashboard)/clients/page.tsx client list page
    • 5.9 Create src/app/(dashboard)/clients/[id]/page.tsx client detail page
    • 5.10 Create src/components/clients/client-detail.tsx with tabs for policies, tasks, personnel
    • 5.11 Create src/components/clients/shape-selector.tsx dropdown with color swatches
    • 5.12 Create src/components/clients/personnel-picker.tsx searchable Entra user selector
    • 5.13 Implement audit logging for client modifications
    • 5.14 Create policies sub-section showing all client policies with days-until-renewal
    • 5.15 Write unit tests for client components and API routes

  • 6.0 Shape/Designation Management

    • 6.1 Create src/app/api/shapes/route.ts with GET (list) and POST (create) - Admin only
    • 6.2 Create src/app/api/shapes/[id]/route.ts with GET, PATCH (update), DELETE (soft delete/deactivate)
    • 6.3 Create src/components/admin/shape-form.tsx with fields: name, description, color picker, rules, display_order, is_active
    • 6.4 Create src/components/admin/shape-list.tsx with drag-and-drop reordering
    • 6.5 Create src/app/(dashboard)/admin/shapes/page.tsx Shape management page
    • 6.6 Implement color picker component for Shape color selection
    • 6.7 Add validation to prevent deleting Shapes that are in use (only deactivate)
    • 6.8 Design UI to be extensible for future designation types (abstract designation pattern)
    • 6.9 Write unit tests for Shape API and components

  • 7.0 Task Management & Templates

    • 7.1 Create src/app/api/templates/route.ts with GET (list by department) and POST (create) - Admin/Manager
    • 7.2 Create src/app/api/templates/[id]/route.ts with GET, PATCH, DELETE
    • 7.3 Create src/components/admin/template-form.tsx with fields: name, description, department, timing, days_offset, default_priority
    • 7.4 Create src/app/(dashboard)/admin/templates/page.tsx template management page grouped by department
    • 7.5 Create src/app/api/tasks/route.ts with GET (list with filters) and POST (create)
    • 7.6 Create src/app/api/tasks/[id]/route.ts with GET, PATCH (update status, reassign), DELETE
    • 7.7 Create src/app/api/tasks/bulk/route.ts for bulk status update and reassignment
    • 7.8 Implement task due_date calculation: policy.expiration_date + days_offset
    • 7.9 Create src/components/tasks/status-select.tsx with N/A option that shows notes modal
    • 7.10 Implement N/A status validation (require na_reason when status = NA)
    • 7.11 Implement CANCELLED status validation (require cancelled_reason)
    • 7.12 Create src/components/tasks/task-list.tsx with filtering, sorting, status badges
    • 7.13 Create src/components/tasks/task-card.tsx with priority indicator, due date, assignees
    • 7.14 Create src/components/tasks/task-form.tsx for create/edit with client/policy selection
    • 7.15 Create src/app/(dashboard)/tasks/page.tsx task list page
    • 7.16 Create src/lib/tasks/auto-generate.ts task auto-generation logic from templates
    • 7.17 Implement renewal window detection (configurable days before expiration, default 90)
    • 7.18 Implement duplicate prevention (check existing tasks for same policy/template)
    • 7.19 Auto-assign generated tasks to client's primary_personnel_id
    • 7.20 Create cron job or trigger for daily task auto-generation check
    • 7.21 Implement audit logging for task changes
    • 7.22 Write unit tests for task API, auto-generation, and components

  • 8.0 Dashboards & Reporting

    • 8.1 Create src/components/dashboard/kpi-card.tsx reusable KPI display component
    • 8.2 Create src/components/dashboard/task-summary.tsx showing overdue, due today, due this week, upcoming
    • 8.3 Create src/components/dashboard/renewal-calendar.tsx mini calendar showing upcoming renewals
    • 8.4 Create src/app/api/dashboard/personal/route.ts aggregating personal KPIs
    • 8.5 Create src/app/(dashboard)/dashboard/page.tsx personal dashboard with My Tasks, My Clients, Quick Stats
    • 8.6 Create src/components/dashboard/workload-chart.tsx bar chart for tasks per team member
    • 8.7 Create src/components/dashboard/completion-chart.tsx line chart for completion trends
    • 8.8 Create src/components/dashboard/status-pie-chart.tsx pie chart for task status distribution
    • 8.9 Create src/app/api/dashboard/manager/route.ts aggregating team KPIs
    • 8.10 Create src/app/(dashboard)/manager/page.tsx manager dashboard with team overview, department metrics
    • 8.11 Implement drill-down from aggregate metrics to individual user/task lists
    • 8.12 Create src/components/admin/sync-status.tsx widget showing last sync, status, row counts
    • 8.13 Create src/app/api/dashboard/admin/route.ts aggregating system health and cross-department metrics
    • 8.14 Create src/app/(dashboard)/admin/page.tsx admin dashboard with system health, sync status, user activity
    • 8.15 Implement dashboard data caching for <2 second load times
    • 8.16 Install charting library (recharts or chart.js) for visualizations
    • 8.17 Write unit tests for dashboard components and API routes

  • 9.0 Notifications System

    • 9.1 Create src/app/api/notifications/route.ts with GET (list user notifications) and PATCH (mark read)
    • 9.2 Create src/app/api/notifications/[id]/route.ts for individual notification actions
    • 9.3 Create Notification model entries for: task_assigned, task_overdue, task_completed, sync_failed
    • 9.4 Create src/components/notifications/notification-bell.tsx with unread count badge
    • 9.5 Create src/components/notifications/notification-dropdown.tsx showing recent notifications
    • 9.6 Create src/components/notifications/notification-item.tsx individual notification display
    • 9.7 Implement notification creation triggers (on task assignment, status change, overdue detection)
    • 9.8 Create daily job to generate overdue task notifications
    • 9.9 Create src/app/api/notifications/preferences/route.ts for user notification settings
    • 9.10 Create notification preferences UI in user settings
    • 9.11 Design notification system to support future Teams/Email channels (abstract notification sender)
    • 9.12 Write unit tests for notification components and API

  • 10.0 Admin Configuration & System Health

    • 10.1 Create src/app/api/admin/sync-config/route.ts GET and PATCH for sync settings
    • 10.2 Create src/app/(dashboard)/admin/sync/page.tsx with sync time picker, enable/disable toggle, manual trigger button
    • 10.3 Create src/app/api/admin/sync-logs/route.ts GET for sync history with pagination
    • 10.4 Display sync log history with status, duration, row counts, errors
    • 10.5 Create src/app/api/admin/roles/route.ts for Entra group-to-role mapping CRUD
    • 10.6 Create src/app/(dashboard)/admin/users/page.tsx showing users, their roles, last login
    • 10.7 Create UI for managing Entra Group → Role mappings
    • 10.8 Create src/app/api/admin/audit-logs/route.ts GET for audit log viewing
    • 10.9 Create audit log viewer with filtering by user, entity type, date range
    • 10.10 Implement audit log creation middleware/helper for sensitive operations
    • 10.11 Implement system health checks (DB connection, AFW connection, last sync status)
    • 10.12 Write unit tests for admin API routes and components