seubert-claims/dev
lorentz 20f7ec1188 Fix: 8 issues from Horizon Issues & Next Steps doc
1. Tasks disappearing (Mimi bug) - open tasks now always visible
   regardless of renewal group date; only terminal tasks filter by group age

2. Star date change recalculates task due dates - PATCH policy-group
   now updates dueDate on all open template tasks when renewalDate changes

3. Auto task generation on setup complete - wizard calls generate-tasks
   for each saved group immediately after Save & Complete

4. Manual sync date range - defaults are now dynamic (prev year to +2y)
   instead of hardcoded 2026-01-01 / 2026-12-31

5. Setup queue filters out clients with no active policies; shows
   skipped count so managers know what was excluded

6. Audit logging gap fixed - notes route now emits TASK_STATUS_CHANGED
   with old+new status when note submission also changes status

7. Renewal day-count warnings now shown on individual policy cards
   in client detail (<=30d destructive, <=90d secondary badge)

8. Client notes now show save timestamp after editing
2026-05-28 23:33:54 +00:00
..
.postgres Initial commit: OnDeck project 2026-02-18 13:20:52 +00:00
.sql Initial commit: OnDeck project 2026-02-18 13:20:52 +00:00
audit-logging-fix-plan.md Fix: 8 issues from Horizon Issues & Next Steps doc 2026-05-28 23:33:54 +00:00
create-prd.mdc Initial commit: OnDeck project 2026-02-18 13:20:52 +00:00
DATABASE_REFERENCE.md Initial commit: OnDeck project 2026-02-18 13:20:52 +00:00
generate-tasks.mdc Initial commit: OnDeck project 2026-02-18 13:20:52 +00:00
Horizon issues and Next Steps.docx Fix: 8 issues from Horizon Issues & Next Steps doc 2026-05-28 23:33:54 +00:00
Horizon_NewFeatures.md Tasks: multi-note system, claims-first viewer dropdown, TaskNote schema 2026-03-25 14:57:21 +00:00
mvp.md Initial commit: OnDeck project 2026-02-18 13:20:52 +00:00
prd-input-policy-renewal-system.md Initial commit: OnDeck project 2026-02-18 13:20:52 +00:00
process-task-list.mdc Initial commit: OnDeck project 2026-02-18 13:20:52 +00:00
seub-road-black.png Signin: use color Seubert logo on white right panel 2026-04-13 02:21:26 +00:00
seub-road-green.png Signin: use color Seubert logo on white right panel 2026-04-13 02:21:26 +00:00
Seubert-Claims-LukeBillman.md Fix: 8 issues from Horizon Issues & Next Steps doc 2026-05-28 23:33:54 +00:00
SeubLogo_Hoz_ Black.png Signin: use black logo with CSS invert for white rendering on green panel 2026-04-13 02:52:33 +00:00
SeubLogo_Hoz_ Color.png Signin: use color Seubert logo on white right panel 2026-04-13 02:21:26 +00:00
SeubLogo_Hoz_ White.png Signin: use black logo with CSS invert for white rendering on green panel 2026-04-13 02:52:33 +00:00
shapetasks.csv Initial commit: OnDeck project 2026-02-18 13:20:52 +00:00