seubert-claims/ondeck
lorentz 835267c333 feat(automation): move task auto-generate to post-sync + admin config UI
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.
2026-07-07 18:26:12 +00:00
..
.claude Initial commit: OnDeck project 2026-02-18 13:20:52 +00:00
docs feat(automation): move task auto-generate to post-sync + admin config UI 2026-07-07 18:26:12 +00:00
prisma Clean restart: policyTypeFilter on templates, wipe+regenerate Apr 1+ endpoint, admin UI button 2026-04-23 11:06:39 +00:00
public Signin: use black logo with CSS invert for white rendering on green panel 2026-04-13 02:52:33 +00:00
scripts Rebrand: rename ondeck->horizon in package.json, docker-compose, SERVER.md, docs; production stack at /opt/stacks/horizon 2026-04-12 23:59:20 +00:00
src feat(automation): move task auto-generate to post-sync + admin config UI 2026-07-07 18:26:12 +00:00
.gitignore fix: Prisma where clause conflict causing old non-terminal tasks to bypass dueDate cutoff 2026-04-08 18:38:07 +00:00
ARCHITECTURE.md Fix: open overdue tasks no longer hidden by 7-day age cutoff 2026-05-19 03:24:14 +00:00
components.json Initial commit: OnDeck project 2026-02-18 13:20:52 +00:00
docker-compose.yml Remove obsolete docker-compose version attribute 2026-04-13 01:28:40 +00:00
Dockerfile Initial commit: OnDeck project 2026-02-18 13:20:52 +00:00
eslint.config.mjs Initial commit: OnDeck project 2026-02-18 13:20:52 +00:00
jest.config.js Initial commit: OnDeck project 2026-02-18 13:20:52 +00:00
jest.setup.js Initial commit: OnDeck project 2026-02-18 13:20:52 +00:00
next.config.ts Initial commit: OnDeck project 2026-02-18 13:20:52 +00:00
package-lock.json Renewal settings, client setup queue, manager setup page, combobox grouping, nav updates 2026-04-10 13:50:04 +00:00
package.json Rebrand: rename ondeck->horizon in package.json, docker-compose, SERVER.md, docs; production stack at /opt/stacks/horizon 2026-04-12 23:59:20 +00:00
postcss.config.mjs Initial commit: OnDeck project 2026-02-18 13:20:52 +00:00
prisma.config.ts Initial commit: OnDeck project 2026-02-18 13:20:52 +00:00
README.md Initial commit: OnDeck project 2026-02-18 13:20:52 +00:00
restart-dev.sh Initial commit: OnDeck project 2026-02-18 13:20:52 +00:00
SERVER.md Rebrand: rename ondeck->horizon in package.json, docker-compose, SERVER.md, docs; production stack at /opt/stacks/horizon 2026-04-12 23:59:20 +00:00
tsconfig.json Initial commit: OnDeck project 2026-02-18 13:20:52 +00:00

This is a Next.js project bootstrapped with create-next-app.

Getting Started

First, run the development server:

npm run dev
# or
yarn dev
# or
pnpm dev
# or
bun dev

Open http://localhost:3000 with your browser to see the result.

You can start editing the page by modifying app/page.tsx. The page auto-updates as you edit the file.

This project uses next/font to automatically optimize and load Geist, a new font family for Vercel.

Learn More

To learn more about Next.js, take a look at the following resources:

You can check out the Next.js GitHub repository - your feedback and contributions are welcome!

Deploy on Vercel

The easiest way to deploy your Next.js app is to use the Vercel Platform from the creators of Next.js.

Check out our Next.js deployment documentation for more details.