No description
lorentz
835267c333
Extracts the cron-only auto-generate logic into shared modules (lib/sync/auto-generate.ts, automation-config.ts) and adds group-auto-assign.ts, which attaches ungrouped policies to an existing renewal group when their renewal dates are close. Both now also run automatically after every AMS sync (sync-engine.ts), guarded by a Postgres advisory lock so overlapping syncs cannot double-generate. The external /api/cron/auto-generate endpoint remains for manual/ out-of-band triggering, delegating to the same shared engine. Adds an admin settings UI + /api/admin/automation-settings route to configure grace periods and toggles without a redeploy, and surfaces the new audit actions (AUTO_GENERATE_TASKS_CLIENT, AUTO_ASSIGN_POLICY_GROUP) in the audit log filters. Includes a fixed AUTOMATION_GO_LIVE_AT floor (2026-07-07) in automation-config.ts, applied to every candidate query in auto-generate.ts and group-auto-assign.ts. Without it, the first run after enabling this treated every historical policy/client/group that happened to be old enough as newly eligible, generating tasks anchored to old renewal/expiration dates in one burst (incident: 6,552 tasks created 2026-07-07 02:01, most already 1-2 years overdue for Jeanne Strong and Luke Billman; cleaned up same day after a verified backup). The floor ensures automation only ever processes records created from its go-live date forward. |
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| .claude | ||
| dev | ||
| ondeck | ||
| tasks | ||
| .gitignore | ||