No description
lorentz
6dd7e3e836
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) |
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| .claude | ||
| dev | ||
| ondeck | ||
| tasks | ||
| .gitignore | ||