seubert-claims/ondeck/docs/superpowers/plans/2026-07-18-task-generation-preview-and-per-client.md

# Task Generation: Per-Client Mode & Preview-Before-Generate Implementation Plan

> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.

**Goal:** Add a per-client targeting mode and a preview-and-confirm step to the admin "Generate & Assign Tasks" tool, so admins can generate tasks for one specific client and always see what will happen before anything is created.

**Architecture:** Extract the existing route's client/group/policy/template-matching logic into a testable `src/lib/tasks/generate-and-assign-core.ts` module that computes the same `tasksToCreate` arrays whether or not it actually writes them (`dryRun` flag branches only at the write step). The route becomes a thin HTTP wrapper. The frontend calls the endpoint once with `dryRun: true` to populate a confirmation dialog, then again for real on confirm.

**Tech Stack:** Next.js 15 App Router route handlers, Prisma, React client component, shadcn/ui (`Tabs`, `AlertDialog`, `Table`), Jest.

## Global Constraints
- Preview/dry-run applies only to `/api/tasks/generate-and-assign` (this admin page). No other generation entry point in the app changes.
- Client mode always assigns to the target client's own `claimsAdvocateId` — never an arbitrary pick.
- Preview shows summary counts (total + per-client breakdown), not a full task-by-task list.
- Every task-creation call site must keep using `isRelevantDueDate` (from `src/lib/sync/task-due-date.ts`) to skip past-due tasks — this is existing behavior from the prior fix and must not regress.

---

### Task 1: Export shared designation-matching helpers from `auto-generate.ts`

**Files:**
- Modify: `src/lib/sync/auto-generate.ts:8,19`

**Interfaces:**
- Produces: `export function designationIdsOf(entity: { designationId: string | null; designation2Id: string | null }): string[]` and `export function designationFilter(ids: string[]): Array<{ designationId: string | null } | { designationId: { in: string[] } }>` — both now importable from `@/lib/sync/auto-generate`.

- [ ] **Step 1: Add `export` to both helper function declarations**

In `src/lib/sync/auto-generate.ts`, change:
```typescript
function designationIdsOf(entity: {
```
to:
```typescript
export function designationIdsOf(entity: {
```

And change:
```typescript
function designationFilter(ids: string[]) {
```
to:
```typescript
export function designationFilter(ids: string[]) {
```

- [ ] **Step 2: Run the existing test suite for this file to confirm no regression**

Run: `npx jest src/lib/sync/__tests__/auto-generate.test.ts`
Expected: `4 passed, 4 total` (unchanged from before this edit — adding `export` doesn't change behavior).

- [ ] **Step 3: Commit**

```bash
git add src/lib/sync/auto-generate.ts
git commit -m "refactor(sync): export designation-matching helpers for reuse"
```

---

### Task 2: Core module — target parsing/validation (TDD)

**Files:**
- Create: `src/lib/tasks/generate-and-assign-core.ts`
- Test: `src/lib/tasks/__tests__/generate-and-assign-core.test.ts`

**Interfaces:**
- Consumes: nothing yet (pure parsing logic, no DB calls in this task).
- Produces:
  - `export class GenerateAndAssignError extends Error { status: number }`
  - `export type GenerateTarget = { mode: 'advocate-designation'; advocateId: string; designationId: string } | { mode: 'client'; clientId: string }`
  - `export function parseGenerateAndAssignTarget(body: any): { target: GenerateTarget; dryRun: boolean }`

- [ ] **Step 1: Write the failing tests**

Create `src/lib/tasks/__tests__/generate-and-assign-core.test.ts`:
```typescript
import { parseGenerateAndAssignTarget, GenerateAndAssignError } from '../generate-and-assign-core'

describe('parseGenerateAndAssignTarget', () => {
  it('parses advocate+designation mode', () => {
    const { target, dryRun } = parseGenerateAndAssignTarget({
      advocateId: 'adv-1',
      designationId: 'des-1',
    })
    expect(target).toEqual({ mode: 'advocate-designation', advocateId: 'adv-1', designationId: 'des-1' })
    expect(dryRun).toBe(false)
  })

  it('parses client mode', () => {
    const { target, dryRun } = parseGenerateAndAssignTarget({ clientId: 'client-1', dryRun: true })
    expect(target).toEqual({ mode: 'client', clientId: 'client-1' })
    expect(dryRun).toBe(true)
  })

  it('defaults dryRun to false when omitted', () => {
    const { dryRun } = parseGenerateAndAssignTarget({ clientId: 'client-1' })
    expect(dryRun).toBe(false)
  })

  it('throws when both modes are provided', () => {
    expect(() =>
      parseGenerateAndAssignTarget({ advocateId: 'a', designationId: 'd', clientId: 'c' })
    ).toThrow(GenerateAndAssignError)
  })

  it('throws when neither mode is provided', () => {
    expect(() => parseGenerateAndAssignTarget({})).toThrow(GenerateAndAssignError)
  })

  it('throws when advocateId is given without designationId', () => {
    expect(() => parseGenerateAndAssignTarget({ advocateId: 'a' })).toThrow(GenerateAndAssignError)
  })

  it('sets a 400 status on validation errors', () => {
    try {
      parseGenerateAndAssignTarget({})
      fail('expected throw')
    } catch (err) {
      expect(err).toBeInstanceOf(GenerateAndAssignError)
      expect((err as GenerateAndAssignError).status).toBe(400)
    }
  })
})
```

- [ ] **Step 2: Run test to verify it fails**

Run: `npx jest src/lib/tasks/__tests__/generate-and-assign-core.test.ts`
Expected: FAIL — `Cannot find module '../generate-and-assign-core'`

- [ ] **Step 3: Write minimal implementation**

Create `src/lib/tasks/generate-and-assign-core.ts`:
```typescript
export class GenerateAndAssignError extends Error {
  status: number
  constructor(message: string, status: number) {
    super(message)
    this.status = status
  }
}

export type GenerateTarget =
  | { mode: 'advocate-designation'; advocateId: string; designationId: string }
  | { mode: 'client'; clientId: string }

/**
 * Parses and validates a generate-and-assign request body. Exactly one of
 * (advocateId + designationId) or clientId must be present.
 */
export function parseGenerateAndAssignTarget(body: any): { target: GenerateTarget; dryRun: boolean } {
  const dryRun = body?.dryRun === true
  const hasAdvocateDesignation = !!body?.advocateId && !!body?.designationId
  const hasClient = !!body?.clientId

  if (hasAdvocateDesignation && hasClient) {
    throw new GenerateAndAssignError(
      'Provide either advocateId+designationId or clientId, not both',
      400
    )
  }
  if (hasClient) {
    return { target: { mode: 'client', clientId: body.clientId }, dryRun }
  }
  if (hasAdvocateDesignation) {
    return {
      target: { mode: 'advocate-designation', advocateId: body.advocateId, designationId: body.designationId },
      dryRun,
    }
  }
  throw new GenerateAndAssignError('advocateId and designationId, or clientId, are required', 400)
}
```

- [ ] **Step 4: Run test to verify it passes**

Run: `npx jest src/lib/tasks/__tests__/generate-and-assign-core.test.ts`
Expected: `7 passed, 7 total`

- [ ] **Step 5: Commit**

```bash
git add src/lib/tasks/generate-and-assign-core.ts src/lib/tasks/__tests__/generate-and-assign-core.test.ts
git commit -m "feat(tasks): add request parsing for generate-and-assign core module"
```

---

### Task 3: Core module — target resolution + `runGenerateAndAssign` for advocate-designation mode (TDD)

**Files:**
- Modify: `src/lib/tasks/generate-and-assign-core.ts`
- Modify: `src/lib/tasks/__tests__/generate-and-assign-core.test.ts`

**Interfaces:**
- Consumes: `designationFilter`, `designationIdsOf` from `@/lib/sync/auto-generate` (Task 1); `isRelevantDueDate` from `@/lib/sync/task-due-date`; `prisma` from `@/lib/db`.
- Produces:
  - `export interface ClientTaskSummary { id: string; name: string; estimatedTasks: number }`
  - `export interface GenerateAndAssignResult { dryRun: boolean; clientsFound: number; totalEstimatedTasks: number; advocateName: string | null; clients: ClientTaskSummary[]; tasksCreated: number; tasksAssigned: number }`
  - `export async function runGenerateAndAssign(target: GenerateTarget, options: { dryRun: boolean; actorUserId: string }): Promise<GenerateAndAssignResult>`

This task covers the `advocate-designation` mode only (client mode is Task 4). The mock setup below only exercises that path; client-mode tests in Task 4 extend the same mock file.

- [ ] **Step 1: Write the failing tests**

Add to the top of `src/lib/tasks/__tests__/generate-and-assign-core.test.ts` (above the existing `describe` block), replacing the plain import with a mocked one:

```typescript
const mockUserFindUnique = jest.fn()
const mockClientFindMany = jest.fn()
const mockClientFindUnique = jest.fn()
const mockTaskTemplateFindMany = jest.fn()
const mockPolicyGroupFindMany = jest.fn()
const mockPolicyFindMany = jest.fn()
const mockTaskCreateMany = jest.fn().mockResolvedValue({ count: 0 })
const mockTaskCreate = jest.fn()
const mockTaskFindMany = jest.fn().mockResolvedValue([])
const mockTaskFindFirst = jest.fn().mockResolvedValue(null)
const mockTaskAssignmentCreateMany = jest.fn().mockResolvedValue({ count: 0 })
const mockTaskAssignmentCreate = jest.fn()
const mockAuditLogCreate = jest.fn().mockResolvedValue({})

jest.mock('@/lib/db', () => ({
  prisma: {
    user: { findUnique: (...args: any[]) => mockUserFindUnique(...args) },
    client: {
      findMany: (...args: any[]) => mockClientFindMany(...args),
      findUnique: (...args: any[]) => mockClientFindUnique(...args),
    },
    taskTemplate: { findMany: (...args: any[]) => mockTaskTemplateFindMany(...args) },
    policyGroup: { findMany: (...args: any[]) => mockPolicyGroupFindMany(...args) },
    policy: { findMany: (...args: any[]) => mockPolicyFindMany(...args) },
    task: {
      createMany: (...args: any[]) => mockTaskCreateMany(...args),
      create: (...args: any[]) => mockTaskCreate(...args),
      findMany: (...args: any[]) => mockTaskFindMany(...args),
      findFirst: (...args: any[]) => mockTaskFindFirst(...args),
    },
    taskAssignment: {
      createMany: (...args: any[]) => mockTaskAssignmentCreateMany(...args),
      create: (...args: any[]) => mockTaskAssignmentCreate(...args),
    },
    auditLog: { create: (...args: any[]) => mockAuditLogCreate(...args) },
  },
}))

import { runGenerateAndAssign } from '../generate-and-assign-core'

const now = new Date('2026-07-18T00:00:00Z')

beforeEach(() => {
  jest.clearAllMocks()
  jest.useFakeTimers().setSystemTime(now)
  mockClientFindMany.mockResolvedValue([])
  mockTaskTemplateFindMany.mockResolvedValue([])
  mockPolicyGroupFindMany.mockResolvedValue([])
  mockPolicyFindMany.mockResolvedValue([])
  mockTaskCreateMany.mockResolvedValue({ count: 0 })
  mockTaskFindMany.mockResolvedValue([])
  mockTaskFindFirst.mockResolvedValue(null)
  mockTaskAssignmentCreateMany.mockResolvedValue({ count: 0 })
})

afterEach(() => {
  jest.useRealTimers()
})

describe('runGenerateAndAssign — advocate-designation mode', () => {
  const target = { mode: 'advocate-designation' as const, advocateId: 'adv-1', designationId: 'des-1' }

  // The implementation calls client.findMany twice: once to find clients
  // matching the advocate+designation (select: { id }), and once at the end
  // to look up display names for the summary (select: { id, name }). This
  // mock serves both from one place, branching on which fields were selected.
  const mockClientsForAdvocateDesignation = () => {
    mockClientFindMany.mockImplementation((args: any) =>
      args?.select?.name
        ? Promise.resolve([{ id: 'client-1', name: 'Client One' }])
        : Promise.resolve([{ id: 'client-1' }])
    )
  }

  it('computes counts without writing when dryRun is true', async () => {
    mockUserFindUnique.mockResolvedValue({ id: 'adv-1', displayName: 'Jane Smith', isActive: true })
    mockClientsForAdvocateDesignation()
    mockTaskTemplateFindMany.mockResolvedValue([
      {
        id: 'template-1',
        name: 'Prepare loss summary',
        description: null,
        department: 'Commercial Lines',
        timing: 'PRE_RENEWAL',
        daysOffset: -1,
        defaultPriority: 'NORMAL',
        level: 'RENEWAL_GROUP',
      },
    ])
    mockPolicyGroupFindMany.mockResolvedValue([
      { id: 'group-1', clientId: 'client-1', renewalDate: new Date('2026-08-01') },
    ])

    const result = await runGenerateAndAssign(target, { dryRun: true, actorUserId: 'user-1' })

    expect(mockTaskCreateMany).not.toHaveBeenCalled()
    expect(mockAuditLogCreate).not.toHaveBeenCalled()
    expect(result.dryRun).toBe(true)
    expect(result.totalEstimatedTasks).toBe(1)
    expect(result.clients).toEqual([{ id: 'client-1', name: 'Client One', estimatedTasks: 1 }])
    expect(result.advocateName).toBe('Jane Smith')
  })

  it('creates and assigns tasks, matching the dry-run count, when dryRun is false', async () => {
    mockUserFindUnique.mockResolvedValue({ id: 'adv-1', displayName: 'Jane Smith', isActive: true })
    mockClientsForAdvocateDesignation()
    mockTaskTemplateFindMany.mockResolvedValue([
      {
        id: 'template-1',
        name: 'Prepare loss summary',
        description: null,
        department: 'Commercial Lines',
        timing: 'PRE_RENEWAL',
        daysOffset: -1,
        defaultPriority: 'NORMAL',
        level: 'RENEWAL_GROUP',
      },
    ])
    mockPolicyGroupFindMany.mockResolvedValue([
      { id: 'group-1', clientId: 'client-1', renewalDate: new Date('2026-08-01') },
    ])
    mockTaskCreateMany.mockResolvedValue({ count: 1 })
    mockTaskFindMany.mockResolvedValue([{ id: 'task-1' }])
    mockTaskAssignmentCreateMany.mockResolvedValue({ count: 1 })

    const dryRunResult = await runGenerateAndAssign(target, { dryRun: true, actorUserId: 'user-1' })
    const realResult = await runGenerateAndAssign(target, { dryRun: false, actorUserId: 'user-1' })

    expect(mockTaskCreateMany).toHaveBeenCalledTimes(1)
    expect(mockAuditLogCreate).toHaveBeenCalledTimes(1)
    expect(realResult.tasksCreated).toBe(dryRunResult.totalEstimatedTasks)
    expect(realResult.tasksAssigned).toBe(1)
  })

  it('throws 404 when the advocate is not found or inactive', async () => {
    mockUserFindUnique.mockResolvedValue(null)
    await expect(runGenerateAndAssign(target, { dryRun: true, actorUserId: 'user-1' })).rejects.toMatchObject({
      status: 404,
    })
  })
})
```

- [ ] **Step 2: Run test to verify it fails**

Run: `npx jest src/lib/tasks/__tests__/generate-and-assign-core.test.ts`
Expected: FAIL — `runGenerateAndAssign is not a function` (or similar export-not-found error)

- [ ] **Step 3: Write the implementation**

Add to `src/lib/tasks/generate-and-assign-core.ts` (below the existing `parseGenerateAndAssignTarget`):

```typescript
import { prisma } from '@/lib/db'
import { designationFilter, designationIdsOf } from '@/lib/sync/auto-generate'
import { isRelevantDueDate } from '@/lib/sync/task-due-date'

export interface ClientTaskSummary {
  id: string
  name: string
  estimatedTasks: number
}

export interface GenerateAndAssignResult {
  dryRun: boolean
  clientsFound: number
  totalEstimatedTasks: number
  advocateName: string | null
  clients: ClientTaskSummary[]
  tasksCreated: number
  tasksAssigned: number
}

interface ResolvedTarget {
  advocateId: string
  advocateName: string | null
  clientIds: string[]
  templateDesignationIds: string[]
}

async function resolveTarget(target: GenerateTarget): Promise<ResolvedTarget> {
  if (target.mode === 'advocate-designation') {
    const advocate = await prisma.user.findUnique({
      where: { id: target.advocateId },
      select: { id: true, displayName: true, isActive: true },
    })
    if (!advocate || !advocate.isActive) {
      throw new GenerateAndAssignError('Advocate not found or inactive', 404)
    }
    const clients = await prisma.client.findMany({
      where: {
        claimsAdvocateId: target.advocateId,
        OR: [{ designationId: target.designationId }, { designation2Id: target.designationId }],
      },
      select: { id: true },
    })
    return {
      advocateId: advocate.id,
      advocateName: advocate.displayName,
      clientIds: clients.map((c) => c.id),
      templateDesignationIds: [target.designationId],
    }
  }

  const client = await prisma.client.findUnique({
    where: { id: target.clientId },
    select: { id: true, claimsAdvocateId: true, designationId: true, designation2Id: true },
  })
  if (!client) {
    throw new GenerateAndAssignError('Client not found', 404)
  }
  if (!client.claimsAdvocateId) {
    throw new GenerateAndAssignError('Client has no claims advocate assigned', 400)
  }
  const advocate = await prisma.user.findUnique({
    where: { id: client.claimsAdvocateId },
    select: { id: true, displayName: true, isActive: true },
  })
  if (!advocate || !advocate.isActive) {
    throw new GenerateAndAssignError('Advocate not found or inactive', 404)
  }
  return {
    advocateId: advocate.id,
    advocateName: advocate.displayName,
    clientIds: [client.id],
    templateDesignationIds: designationIdsOf(client),
  }
}

export async function runGenerateAndAssign(
  target: GenerateTarget,
  options: { dryRun: boolean; actorUserId: string }
): Promise<GenerateAndAssignResult> {
  const resolved = await resolveTarget(target)

  if (resolved.clientIds.length === 0) {
    return {
      dryRun: options.dryRun,
      clientsFound: 0,
      totalEstimatedTasks: 0,
      advocateName: resolved.advocateName,
      clients: [],
      tasksCreated: 0,
      tasksAssigned: 0,
    }
  }

  const estimatedByClient = new Map<string, number>()
  let tasksCreated = 0
  let tasksAssigned = 0

  const allTemplates = await prisma.taskTemplate.findMany({
    where: { isActive: true, OR: designationFilter(resolved.templateDesignationIds) },
    orderBy: [{ department: 'asc' }, { daysOffset: 'asc' }],
  })

  if (allTemplates.length > 0) {
    const groupTemplates = allTemplates.filter((t) => t.level === 'BOTH' || t.level === 'RENEWAL_GROUP')
    const policyTemplates = allTemplates.filter((t) => t.level === 'BOTH' || t.level === 'POLICY')
    const clientTemplates = allTemplates.filter((t) => t.level === 'CLIENT')

    const groups = await prisma.policyGroup.findMany({
      where: { clientId: { in: resolved.clientIds }, tasks: { none: { templateId: { not: null } } } },
    })

    for (const group of groups) {
      const renewalDate = new Date(group.renewalDate)
      const tasksToCreate = groupTemplates
        .map((template) => {
          const dueDate = new Date(renewalDate)
          dueDate.setDate(dueDate.getDate() + template.daysOffset)
          return {
            title: template.name,
            description: template.description,
            department: template.department,
            timing: template.timing,
            daysOffset: template.daysOffset,
            dueDate,
            status: 'NOT_STARTED' as const,
            priority: template.defaultPriority,
            clientId: group.clientId,
            policyGroupId: group.id,
            templateId: template.id,
            createdBy: options.actorUserId,
          }
        })
        .filter((task) => isRelevantDueDate(task.dueDate))

      if (tasksToCreate.length === 0) continue
      estimatedByClient.set(group.clientId, (estimatedByClient.get(group.clientId) ?? 0) + tasksToCreate.length)
      if (options.dryRun) continue

      const created = await prisma.task.createMany({ data: tasksToCreate })
      tasksCreated += created.count

      if (created.count > 0) {
        const newTasks = await prisma.task.findMany({
          where: { policyGroupId: group.id, templateId: { in: groupTemplates.map((t) => t.id) } },
          select: { id: true },
        })
        if (newTasks.length > 0) {
          const assigned = await prisma.taskAssignment.createMany({
            data: newTasks.map((t) => ({ taskId: t.id, userId: resolved.advocateId })),
            skipDuplicates: true,
          })
          tasksAssigned += assigned.count
        }
      }
    }

    const policies = await prisma.policy.findMany({
      where: { clientId: { in: resolved.clientIds }, policyGroupId: null, tasks: { none: { templateId: { not: null } } } },
    })

    for (const policy of policies) {
      const anchorDate = new Date(policy.expirationDate)
      anchorDate.setDate(anchorDate.getDate() + 1)
      const tasksToCreate = policyTemplates
        .map((template) => {
          const dueDate = new Date(anchorDate)
          dueDate.setDate(dueDate.getDate() + template.daysOffset)
          return {
            title: template.name,
            description: template.description,
            department: template.department,
            timing: template.timing,
            daysOffset: template.daysOffset,
            dueDate,
            status: 'NOT_STARTED' as const,
            priority: template.defaultPriority,
            clientId: policy.clientId,
            policyId: policy.id,
            templateId: template.id,
            createdBy: options.actorUserId,
          }
        })
        .filter((task) => isRelevantDueDate(task.dueDate))

      if (tasksToCreate.length === 0) continue
      estimatedByClient.set(policy.clientId, (estimatedByClient.get(policy.clientId) ?? 0) + tasksToCreate.length)
      if (options.dryRun) continue

      const created = await prisma.task.createMany({ data: tasksToCreate })
      tasksCreated += created.count

      if (created.count > 0) {
        const newTasks = await prisma.task.findMany({
          where: { policyId: policy.id, templateId: { in: policyTemplates.map((t) => t.id) } },
          select: { id: true },
        })
        if (newTasks.length > 0) {
          const assigned = await prisma.taskAssignment.createMany({
            data: newTasks.map((t) => ({ taskId: t.id, userId: resolved.advocateId })),
            skipDuplicates: true,
          })
          tasksAssigned += assigned.count
        }
      }
    }

    if (clientTemplates.length > 0) {
      for (const clientId of resolved.clientIds) {
        const clientRecord = await prisma.client.findUnique({
          where: { id: clientId },
          select: {
            policyGroups: { select: { renewalDate: true } },
            policies: { where: { policyGroupId: null }, select: { expirationDate: true } },
          },
        })
        if (!clientRecord) continue

        const groupDates = clientRecord.policyGroups.map((g) => new Date(g.renewalDate).getTime())
        const policyDates = clientRecord.policies.map((p) => {
          const d = new Date(p.expirationDate)
          d.setDate(d.getDate() + 1)
          return d.getTime()
        })
        const allDates = [...groupDates, ...policyDates]
        if (allDates.length === 0) continue
        const anchorDate = new Date(Math.min(...allDates))

        for (const template of clientTemplates) {
          const existing = await prisma.task.findFirst({
            where: { clientId, templateId: template.id, policyId: null, policyGroupId: null },
            select: { id: true },
          })
          if (existing) continue

          const dueDate = new Date(anchorDate)
          dueDate.setDate(dueDate.getDate() + template.daysOffset)
          if (!isRelevantDueDate(dueDate)) continue

          estimatedByClient.set(clientId, (estimatedByClient.get(clientId) ?? 0) + 1)
          if (options.dryRun) continue

          const createdTask = await prisma.task.create({
            data: {
              title: template.name,
              description: template.description,
              department: template.department,
              timing: template.timing,
              daysOffset: template.daysOffset,
              dueDate,
              status: 'NOT_STARTED',
              priority: template.defaultPriority,
              clientId,
              templateId: template.id,
              createdBy: options.actorUserId,
            },
            select: { id: true },
          })
          tasksCreated++

          await prisma.taskAssignment.create({ data: { taskId: createdTask.id, userId: resolved.advocateId } })
          tasksAssigned++
        }
      }
    }
  }

  if (!options.dryRun) {
    await prisma.auditLog.create({
      data: {
        userId: options.actorUserId,
        action: 'GENERATE_AND_ASSIGN_TASKS',
        entityType: 'Task',
        newValues: {
          mode: target.mode,
          ...(target.mode === 'advocate-designation'
            ? { advocateId: target.advocateId, designationId: target.designationId }
            : { clientId: target.clientId }),
          advocateName: resolved.advocateName,
          clientsFound: resolved.clientIds.length,
          tasksCreated,
          tasksAssigned,
        },
      },
    })
  }

  const clientNames = await prisma.client.findMany({
    where: { id: { in: resolved.clientIds } },
    select: { id: true, name: true },
  })
  const nameById = new Map(clientNames.map((c) => [c.id, c.name]))

  const clients: ClientTaskSummary[] = resolved.clientIds
    .map((id) => ({ id, name: nameById.get(id) ?? id, estimatedTasks: estimatedByClient.get(id) ?? 0 }))
    .filter((c) => c.estimatedTasks > 0)
    .sort((a, b) => b.estimatedTasks - a.estimatedTasks)

  const totalEstimatedTasks = clients.reduce((sum, c) => sum + c.estimatedTasks, 0)

  return {
    dryRun: options.dryRun,
    clientsFound: resolved.clientIds.length,
    totalEstimatedTasks,
    advocateName: resolved.advocateName,
    clients,
    tasksCreated,
    tasksAssigned,
  }
}
```

- [ ] **Step 4: Run test to verify it passes**

Run: `npx jest src/lib/tasks/__tests__/generate-and-assign-core.test.ts`
Expected: `10 passed, 10 total`

- [ ] **Step 5: Commit**

```bash
git add src/lib/tasks/generate-and-assign-core.ts src/lib/tasks/__tests__/generate-and-assign-core.test.ts
git commit -m "feat(tasks): implement runGenerateAndAssign for advocate-designation mode"
```

---

### Task 4: Core module — client mode + missing-advocate guard (TDD)

**Files:**
- Modify: `src/lib/tasks/__tests__/generate-and-assign-core.test.ts` (implementation already handles client mode from Task 3 — this task only adds coverage)

**Interfaces:**
- Consumes: `runGenerateAndAssign`, `GenerateAndAssignError` from Task 3.
- Produces: nothing new — verifies existing behavior.

- [ ] **Step 1: Write the failing tests**

Add to `src/lib/tasks/__tests__/generate-and-assign-core.test.ts`:
```typescript
describe('runGenerateAndAssign — client mode', () => {
  const target = { mode: 'client' as const, clientId: 'client-1' }

  it('targets only the specified client and assigns to its own claims advocate', async () => {
    mockClientFindUnique.mockResolvedValueOnce({
      id: 'client-1',
      claimsAdvocateId: 'adv-2',
      designationId: 'des-1',
      designation2Id: null,
    })
    mockUserFindUnique.mockResolvedValue({ id: 'adv-2', displayName: 'Bob Advocate', isActive: true })
    mockTaskTemplateFindMany.mockResolvedValue([
      {
        id: 'template-1',
        name: 'Prepare loss summary',
        description: null,
        department: 'Commercial Lines',
        timing: 'PRE_RENEWAL',
        daysOffset: -1,
        defaultPriority: 'NORMAL',
        level: 'RENEWAL_GROUP',
      },
    ])
    mockPolicyGroupFindMany.mockResolvedValue([
      { id: 'group-1', clientId: 'client-1', renewalDate: new Date('2026-08-01') },
    ])
    mockClientFindMany.mockResolvedValue([{ id: 'client-1', name: 'Client One' }])

    const result = await runGenerateAndAssign(target, { dryRun: true, actorUserId: 'user-1' })

    expect(mockPolicyGroupFindMany).toHaveBeenCalledWith(
      expect.objectContaining({ where: expect.objectContaining({ clientId: { in: ['client-1'] } }) })
    )
    expect(result.advocateName).toBe('Bob Advocate')
    expect(result.clientsFound).toBe(1)
  })

  it('throws a 400 error when the client has no claims advocate assigned', async () => {
    mockClientFindUnique.mockResolvedValueOnce({
      id: 'client-1',
      claimsAdvocateId: null,
      designationId: null,
      designation2Id: null,
    })

    await expect(runGenerateAndAssign(target, { dryRun: true, actorUserId: 'user-1' })).rejects.toMatchObject({
      status: 400,
      message: 'Client has no claims advocate assigned',
    })
  })

  it('throws a 404 error when the client does not exist', async () => {
    mockClientFindUnique.mockResolvedValueOnce(null)

    await expect(runGenerateAndAssign(target, { dryRun: true, actorUserId: 'user-1' })).rejects.toMatchObject({
      status: 404,
      message: 'Client not found',
    })
  })
})
```

- [ ] **Step 2: Run test to verify it fails**

Run: `npx jest src/lib/tasks/__tests__/generate-and-assign-core.test.ts`
Expected: FAIL on the first new test — `mockClientFindUnique` was declared in Task 3's mock setup but `resolveTarget`'s client-mode branch must be reachable; if it fails on an assertion mismatch (not a missing-function error), check that `mockClientFindMany` in this test file's `beforeEach` doesn't overwrite the per-test `mockResolvedValueOnce` on `mockClientFindUnique` — these are separate mock functions so no clash is expected. It should fail here simply because `mockClientFindUnique` was never called yet in earlier tests, i.e. this exercises new code paths for the first time — expect real assertion failures if the implementation from Task 3 has a bug, otherwise these should already pass since Task 3 implemented client mode.

- [ ] **Step 3: No implementation changes expected**

Client mode was already implemented in Task 3's `resolveTarget`. If Step 2 failed, re-read `resolveTarget`'s `client` branch in `src/lib/tasks/generate-and-assign-core.ts` and fix the specific mismatch reported — do not add new logic beyond what's already there.

- [ ] **Step 4: Run test to verify it passes**

Run: `npx jest src/lib/tasks/__tests__/generate-and-assign-core.test.ts`
Expected: `13 passed, 13 total`

- [ ] **Step 5: Commit**

```bash
git add src/lib/tasks/__tests__/generate-and-assign-core.test.ts
git commit -m "test(tasks): cover client-mode targeting and missing-advocate guard"
```

---

### Task 5: Refactor the route to a thin wrapper around the core module

**Files:**
- Modify: `src/app/api/tasks/generate-and-assign/route.ts` (full rewrite of the file body)

**Interfaces:**
- Consumes: `parseGenerateAndAssignTarget`, `runGenerateAndAssign`, `GenerateAndAssignError` from `@/lib/tasks/generate-and-assign-core`.
- Produces: `POST` handler returning `GenerateAndAssignResult` JSON (shape from Task 3) instead of the old `{ tasksCreated, tasksAssigned, clientsFound, groupsProcessed, advocateName, message? }` shape. This is a breaking response-shape change — Task 7 updates the only consumer.

- [ ] **Step 1: Replace the file contents**

Replace the entire contents of `src/app/api/tasks/generate-and-assign/route.ts` with:
```typescript
import { NextRequest, NextResponse } from 'next/server'
import { getServerSession } from 'next-auth'
import { authOptions } from '@/lib/auth'
import {
  parseGenerateAndAssignTarget,
  runGenerateAndAssign,
  GenerateAndAssignError,
} from '@/lib/tasks/generate-and-assign-core'

/**
 * POST /api/tasks/generate-and-assign
 * Generate tasks from active templates for either (a) every client matching
 * an advocate + designation, or (b) one specific client, and assign them to
 * the relevant claims advocate. Pass `dryRun: true` to compute the summary
 * without creating anything.
 * Body: { advocateId, designationId, dryRun? } | { clientId, dryRun? }
 * Requires Admin or Manager role.
 */
export async function POST(request: NextRequest) {
  try {
    const session = await getServerSession(authOptions)
    if (!session?.user) {
      return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
    }

    const userRoles = (session.user as any).roles || []
    if (!userRoles.includes('Admin') && !userRoles.includes('Manager')) {
      return NextResponse.json({ error: 'Forbidden' }, { status: 403 })
    }

    const body = await request.json()
    const { target, dryRun } = parseGenerateAndAssignTarget(body)

    const result = await runGenerateAndAssign(target, {
      dryRun,
      actorUserId: (session.user as any).id,
    })

    return NextResponse.json(result)
  } catch (error: any) {
    if (error instanceof GenerateAndAssignError) {
      return NextResponse.json({ error: error.message }, { status: error.status })
    }
    console.error('Generate and assign error:', error)
    return NextResponse.json({ error: 'Internal server error' }, { status: 500 })
  }
}
```

- [ ] **Step 2: Run the full core-module test suite plus a typecheck**

Run: `npx jest src/lib/tasks/__tests__/generate-and-assign-core.test.ts && npx tsc --noEmit`
Expected: `13 passed, 13 total`, and no new TypeScript errors introduced by this file (pre-existing unrelated errors elsewhere in the repo, if any, are out of scope).

- [ ] **Step 3: Commit**

```bash
git add src/app/api/tasks/generate-and-assign/route.ts
git commit -m "refactor(tasks): route generate-and-assign through the shared core module"
```

---

### Task 6: Server component — expose `claimsAdvocateId` on each client

**Files:**
- Modify: `src/app/(dashboard)/tasks/assign/page.tsx:24-27`

**Interfaces:**
- Produces: `clients` prop passed to `BulkAssignClient` now includes `claimsAdvocateId: string | null` per client (consumed by Task 7's updated `SimpleClient` interface).

- [ ] **Step 1: Add `claimsAdvocateId` to the client select**

In `src/app/(dashboard)/tasks/assign/page.tsx`, change:
```typescript
    prisma.client.findMany({
      select: { id: true, name: true },
      orderBy: { name: 'asc' },
    }),
```
to:
```typescript
    prisma.client.findMany({
      select: { id: true, name: true, claimsAdvocateId: true },
      orderBy: { name: 'asc' },
    }),
```

- [ ] **Step 2: Typecheck**

Run: `npx tsc --noEmit`
Expected: a new error will appear at this point because `BulkAssignClientProps.clients` (in `page-client.tsx`) doesn't yet declare `claimsAdvocateId` — this is expected and resolved by Task 7. Confirm the error is exactly this shape mismatch and nothing else.

- [ ] **Step 3: Commit**

```bash
git add "src/app/(dashboard)/tasks/assign/page.tsx"
git commit -m "feat(tasks): include claimsAdvocateId in the client list for the assign page"
```

---

### Task 7: Frontend — mode toggle, per-client picker, preview dialog

**Files:**
- Modify: `src/app/(dashboard)/tasks/assign/page-client.tsx` (imports, types, state, handlers, JSX)

**Interfaces:**
- Consumes: `GenerateAndAssignResult` shape from Task 3/5 (`{ dryRun, clientsFound, totalEstimatedTasks, advocateName, clients, tasksCreated, tasksAssigned }`); `claimsAdvocateId` field added to `clients` prop in Task 6.
- Produces: no new exports (this is the leaf UI component).

- [ ] **Step 1: Update imports**

At the top of `src/app/(dashboard)/tasks/assign/page-client.tsx`, add:
```typescript
import { Tabs, TabsList, TabsTrigger } from '@/components/ui/tabs'
import {
  AlertDialog,
  AlertDialogAction,
  AlertDialogCancel,
  AlertDialogContent,
  AlertDialogDescription,
  AlertDialogFooter,
  AlertDialogHeader,
  AlertDialogTitle,
} from '@/components/ui/alert-dialog'
```

- [ ] **Step 2: Update types**

Replace:
```typescript
interface SimpleClient { id: string; name: string }
```
with:
```typescript
interface SimpleClient { id: string; name: string; claimsAdvocateId: string | null }
```

Replace the `GenResult` interface:
```typescript
interface GenResult {
  tasksCreated: number
  tasksAssigned: number
  clientsFound: number
  groupsProcessed: number
  advocateName: string | null
  message?: string
}
```
with:
```typescript
interface ClientTaskSummary {
  id: string
  name: string
  estimatedTasks: number
}

interface GenResult {
  dryRun: boolean
  clientsFound: number
  totalEstimatedTasks: number
  advocateName: string | null
  clients: ClientTaskSummary[]
  tasksCreated: number
  tasksAssigned: number
}
```

- [ ] **Step 3: Add mode/preview state**

In the `BulkAssignClient` function body, replace:
```typescript
  // Generate & assign state
  const [genAdvocate, setGenAdvocate] = useState('')
  const [genDesignation, setGenDesignation] = useState('')
  const [generating, setGenerating] = useState(false)
  const [genResult, setGenResult] = useState<GenResult | null>(null)
```
with:
```typescript
  // Generate & assign state
  const [genMode, setGenMode] = useState<'advocate-designation' | 'client'>('advocate-designation')
  const [genAdvocate, setGenAdvocate] = useState('')
  const [genDesignation, setGenDesignation] = useState('')
  const [genClientId, setGenClientId] = useState('')
  const [previewing, setPreviewing] = useState(false)
  const [generating, setGenerating] = useState(false)
  const [preview, setPreview] = useState<GenResult | null>(null)
  const [genResult, setGenResult] = useState<GenResult | null>(null)
```

- [ ] **Step 4: Replace `handleGenerateAndAssign` with preview + confirm handlers**

Replace the entire `handleGenerateAndAssign` function:
```typescript
  const handleGenerateAndAssign = async () => {
    if (!genAdvocate || !genDesignation) return
    setGenerating(true)
    setGenResult(null)
    try {
      const res = await fetch('/api/tasks/generate-and-assign', {
        method: 'POST',
        headers: { 'Content-Type': 'application/json' },
        body: JSON.stringify({ advocateId: genAdvocate, designationId: genDesignation }),
      })
      const data = await res.json()
      if (!res.ok) throw new Error(data.error)
      setGenResult(data)
      if (data.tasksCreated > 0) {
        toast.success(`Generated ${data.tasksCreated} task(s) and assigned to ${data.advocateName}`)
        fetchTasks()
      } else if (data.clientsFound === 0) {
        toast.info('No clients found with this advocate and designation')
      } else {
        toast.info(data.message || 'No new tasks to generate')
      }
    } catch (err: any) {
      toast.error(err.message || 'Failed to generate tasks')
    } finally {
      setGenerating(false)
    }
  }
```
with:
```typescript
  const buildGenBody = (dryRun: boolean) =>
    genMode === 'client'
      ? { clientId: genClientId, dryRun }
      : { advocateId: genAdvocate, designationId: genDesignation, dryRun }

  const handlePreview = async () => {
    setPreviewing(true)
    setGenResult(null)
    try {
      const res = await fetch('/api/tasks/generate-and-assign', {
        method: 'POST',
        headers: { 'Content-Type': 'application/json' },
        body: JSON.stringify(buildGenBody(true)),
      })
      const data = await res.json()
      if (!res.ok) throw new Error(data.error)
      if (data.totalEstimatedTasks === 0) {
        toast.info(
          data.clientsFound === 0
            ? 'No clients found matching this selection'
            : 'No new tasks to generate — all tasks may already exist'
        )
        return
      }
      setPreview(data)
    } catch (err: any) {
      toast.error(err.message || 'Failed to preview task generation')
    } finally {
      setPreviewing(false)
    }
  }

  const handleConfirmGenerate = async () => {
    setGenerating(true)
    try {
      const res = await fetch('/api/tasks/generate-and-assign', {
        method: 'POST',
        headers: { 'Content-Type': 'application/json' },
        body: JSON.stringify(buildGenBody(false)),
      })
      const data = await res.json()
      if (!res.ok) throw new Error(data.error)
      setGenResult(data)
      setPreview(null)
      if (data.tasksCreated > 0) {
        toast.success(`Generated ${data.tasksCreated} task(s) and assigned to ${data.advocateName}`)
        fetchTasks()
      } else {
        toast.info('No new tasks to generate')
      }
    } catch (err: any) {
      toast.error(err.message || 'Failed to generate tasks')
    } finally {
      setGenerating(false)
    }
  }
```

- [ ] **Step 5: Replace the "Generate & Assign card" JSX**

Replace the `<CardContent>` block inside the "Generate & Assign card" (currently spanning the advocate/designation selects, the button, and the result paragraph — everything between `<CardContent>` and its matching `</CardContent>` right before `{/* Filter bar */}`):
```tsx
        <CardContent>
          <div className="flex items-end gap-3 flex-wrap">
            <div className="flex-1 min-w-[200px]">
              <p className="text-sm font-medium mb-1.5">Claims Advocate</p>
              <Select value={genAdvocate || '_none'} onValueChange={(v) => { setGenAdvocate(v === '_none' ? '' : v); setGenResult(null) }}>
                <SelectTrigger>
                  <SelectValue placeholder="Select advocate..." />
                </SelectTrigger>
                <UserSelectContent
                  users={users}
                  prefixItem={<SelectItem value="_none">Select advocate</SelectItem>}
                />
              </Select>
            </div>
            <div className="flex-1 min-w-[200px]">
              <p className="text-sm font-medium mb-1.5">Designation</p>
              <Select value={genDesignation || '_none'} onValueChange={(v) => { setGenDesignation(v === '_none' ? '' : v); setGenResult(null) }}>
                <SelectTrigger>
                  <SelectValue placeholder="Select designation..." />
                </SelectTrigger>
                <SelectContent>
                  <SelectItem value="_none">Select designation</SelectItem>
                  {designations.map((d) => (
                    <SelectItem key={d.id} value={d.id}>{d.name}</SelectItem>
                  ))}
                </SelectContent>
              </Select>
            </div>
            <Button onClick={handleGenerateAndAssign} disabled={!genAdvocate || !genDesignation || generating}>
              {generating ? 'Generating...' : 'Generate & Assign'}
            </Button>
          </div>
          {genResult && (
            <p className="mt-3 text-sm text-muted-foreground">
              {genResult.tasksCreated > 0
                ? `Created ${genResult.tasksCreated} task(s) across ${genResult.clientsFound} client(s) and assigned to ${genResult.advocateName}.`
                : genResult.clientsFound === 0
                  ? `No clients found assigned to this advocate with that designation.`
                  : genResult.message || 'No new tasks to generate — all tasks may already exist.'}
            </p>
          )}
        </CardContent>
```
with:
```tsx
        <CardContent>
          <Tabs
            value={genMode}
            onValueChange={(v) => { setGenMode(v as 'advocate-designation' | 'client'); setGenResult(null) }}
          >
            <TabsList>
              <TabsTrigger value="advocate-designation">By Advocate + Designation</TabsTrigger>
              <TabsTrigger value="client">By Client</TabsTrigger>
            </TabsList>
          </Tabs>

          {genMode === 'advocate-designation' ? (
            <div className="flex items-end gap-3 flex-wrap mt-3">
              <div className="flex-1 min-w-[200px]">
                <p className="text-sm font-medium mb-1.5">Claims Advocate</p>
                <Select value={genAdvocate || '_none'} onValueChange={(v) => { setGenAdvocate(v === '_none' ? '' : v); setGenResult(null) }}>
                  <SelectTrigger>
                    <SelectValue placeholder="Select advocate..." />
                  </SelectTrigger>
                  <UserSelectContent
                    users={users}
                    prefixItem={<SelectItem value="_none">Select advocate</SelectItem>}
                  />
                </Select>
              </div>
              <div className="flex-1 min-w-[200px]">
                <p className="text-sm font-medium mb-1.5">Designation</p>
                <Select value={genDesignation || '_none'} onValueChange={(v) => { setGenDesignation(v === '_none' ? '' : v); setGenResult(null) }}>
                  <SelectTrigger>
                    <SelectValue placeholder="Select designation..." />
                  </SelectTrigger>
                  <SelectContent>
                    <SelectItem value="_none">Select designation</SelectItem>
                    {designations.map((d) => (
                      <SelectItem key={d.id} value={d.id}>{d.name}</SelectItem>
                    ))}
                  </SelectContent>
                </Select>
              </div>
              <Button onClick={handlePreview} disabled={!genAdvocate || !genDesignation || previewing}>
                {previewing ? 'Checking...' : 'Preview'}
              </Button>
            </div>
          ) : (
            <div className="flex items-end gap-3 flex-wrap mt-3">
              <div className="flex-1 min-w-[240px]">
                <p className="text-sm font-medium mb-1.5">Client</p>
                <Select value={genClientId || '_none'} onValueChange={(v) => { setGenClientId(v === '_none' ? '' : v); setGenResult(null) }}>
                  <SelectTrigger>
                    <SelectValue placeholder="Select client..." />
                  </SelectTrigger>
                  <SelectContent>
                    <SelectItem value="_none">Select client</SelectItem>
                    {clients.map((c) => (
                      <SelectItem key={c.id} value={c.id}>{c.name}</SelectItem>
                    ))}
                  </SelectContent>
                </Select>
                {genClientId && !clients.find((c) => c.id === genClientId)?.claimsAdvocateId && (
                  <p className="text-sm text-destructive mt-1.5">
                    This client has no claims advocate assigned. Set one before generating tasks.
                  </p>
                )}
              </div>
              <Button
                onClick={handlePreview}
                disabled={!genClientId || !clients.find((c) => c.id === genClientId)?.claimsAdvocateId || previewing}
              >
                {previewing ? 'Checking...' : 'Preview'}
              </Button>
            </div>
          )}

          {genResult && (
            <p className="mt-3 text-sm text-muted-foreground">
              {genResult.tasksCreated > 0
                ? `Created ${genResult.tasksCreated} task(s) across ${genResult.clientsFound} client(s) and assigned to ${genResult.advocateName}.`
                : 'No new tasks to generate — all tasks may already exist.'}
            </p>
          )}
        </CardContent>
```

- [ ] **Step 6: Add the preview confirmation dialog**

Immediately after the closing `</Card>` of the "Generate & Assign card" (right before the `{/* Filter bar */}` comment), add:
```tsx
      <AlertDialog open={!!preview} onOpenChange={(open) => { if (!open) setPreview(null) }}>
        <AlertDialogContent>
          <AlertDialogHeader>
            <AlertDialogTitle>
              Generate {preview?.totalEstimatedTasks} task{preview && preview.totalEstimatedTasks !== 1 ? 's' : ''}?
            </AlertDialogTitle>
            <AlertDialogDescription>
              This will create {preview?.totalEstimatedTasks} task(s) across {preview?.clientsFound} client(s)
              and assign them to {preview?.advocateName}.
            </AlertDialogDescription>
          </AlertDialogHeader>
          <div className="max-h-64 overflow-y-auto rounded-md border">
            <Table>
              <TableHeader>
                <TableRow>
                  <TableHead>Client</TableHead>
                  <TableHead className="text-right">Tasks</TableHead>
                </TableRow>
              </TableHeader>
              <TableBody>
                {preview?.clients.map((c) => (
                  <TableRow key={c.id}>
                    <TableCell>{c.name}</TableCell>
                    <TableCell className="text-right">{c.estimatedTasks}</TableCell>
                  </TableRow>
                ))}
              </TableBody>
            </Table>
          </div>
          <AlertDialogFooter>
            <AlertDialogCancel>Cancel</AlertDialogCancel>
            <AlertDialogAction onClick={handleConfirmGenerate} disabled={generating}>
              {generating ? 'Generating...' : 'Confirm'}
            </AlertDialogAction>
          </AlertDialogFooter>
        </AlertDialogContent>
      </AlertDialog>
```

- [ ] **Step 7: Typecheck**

Run: `npx tsc --noEmit`
Expected: no errors referencing `page-client.tsx` or `page.tsx` (the mismatch introduced in Task 6 is now resolved by the updated `SimpleClient` interface in Step 2 of this task).

- [ ] **Step 8: Commit**

```bash
git add "src/app/(dashboard)/tasks/assign/page-client.tsx"
git commit -m "feat(tasks): add per-client mode and preview-before-generate to Generate & Assign"
```

---

### Task 8: Build, deploy, and manually verify end-to-end

**Files:** none (verification only)

- [x] **Step 1: Run the full test suite**

Run: `npx jest`
Expected: the new `generate-and-assign-core.test.ts` (13 tests) and `auto-generate.test.ts` (4 tests) pass. The three pre-existing unrelated failures (`auth.test.ts`, `mappers.test.ts`, `renewal-group-recommendations.test.ts`) are expected and out of scope — confirmed pre-existing in an earlier session.

Confirmed 2026-07-18: 113 passed, 13 failed across exactly the 3 expected pre-existing suites (`auth.test.ts`, `mappers.test.ts`, `renewal-group-recommendations.test.ts`); `generate-and-assign-core.test.ts` and `auto-generate.test.ts` both fully green.

- [x] **Step 2: Rebuild and restart the app container**

Run:
```bash
cd /opt/stacks/horizon
docker compose build horizon-app && docker compose up -d horizon-app
```
Expected: build succeeds; `docker compose logs --tail 20 horizon-app` shows `✓ Ready` with no errors.

Confirmed 2026-07-18: branch `task-gen-preview-and-per-client` fast-forward merged into `main`, image rebuilt, container recreated, logs show `✓ Ready in 321ms` with no errors.

- [x] **Step 3: Manually verify the "By Advocate + Designation" preview flow**

In a browser, sign in as an Admin, go to Tasks → Generate & Assign. Select an advocate + designation known to have at least one client with missing template tasks, click **Preview**. Confirm a dialog opens showing a total, client count, and a per-client breakdown table — and that no new tasks appear in the task list yet (nothing was written). Click **Cancel** and confirm no tasks were created (check via the "Total tasks" count elsewhere or the client's task list). Repeat, this time clicking **Confirm**, and verify tasks now appear and the dialog closes.

Confirmed 2026-07-18 via Playwright against localhost:3000, signed in as the local dev Admin account: Dawn Boland + Shape showed "Generate 24 tasks? ... across 6 client(s)" with a 3-row breakdown table (rows only list clients with `estimatedTasks > 0`, by design — see `generate-and-assign-core.ts`). Cancel left the DB task count unchanged (6950). Confirm created exactly 24 tasks (6950→6974) and closed the dialog.

- [x] **Step 4: Manually verify the "By Client" mode**

Switch to the **By Client** tab, pick a client whose `claimsAdvocateId` is set. Click **Preview**, confirm the dialog shows just that one client's row and a total matching it. Confirm. Then pick a client with no claims advocate set and confirm the **Preview** button is disabled with the "no claims advocate assigned" message showing.

Confirmed 2026-07-18: "BEK TRANS GROUP INC" (advocate set, 0 existing tasks) previewed as "Generate 5 tasks?" with a single matching row; Confirm created exactly 5 tasks for that client. "1000 Howard Boulevard Partners, LP" (no advocate) showed the Preview button disabled with "This client has no claims advocate assigned. Set one before generating tasks."

- [x] **Step 5: No commit for this task** — verification only, nothing to stage.

---

## Self-Review Notes

- **Spec coverage:** every decision row in the spec (preview scope = this page only, per-client assignee = client's own advocate, separate mode toggle, summary-count preview detail, `dryRun`-on-existing-endpoint mechanism) is implemented by Tasks 2–7. Retention/testing plan items from the spec are covered by Tasks 2–4 (core module tests) and Task 8 (manual E2E + full suite run).
- **Placeholder scan:** no TBD/TODO; every step has complete, runnable code.
- **Type consistency:** `GenerateAndAssignResult` (Task 3) and the frontend `GenResult` (Task 7) use identical field names (`dryRun`, `clientsFound`, `totalEstimatedTasks`, `advocateName`, `clients`, `tasksCreated`, `tasksAssigned`) and `ClientTaskSummary`/`ClientTaskSummary`-shaped objects (`id`, `name`, `estimatedTasks`) match on both sides.