No description
lorentz
fad9e18662
- Add TaskAudit/TaskAuditStatus Prisma models linked to Client/Task/User.
- Add ImageRightClient (auth, findFilesByFileNumber, findDocuments,
getSortedFolders) per Vertafore REST v1 API.
- Add audit engine that resolves per-item target dates/windows from the
SHAPE_IR_Filing_Audit_Spec.md checklist, navigates real ImageRight folder
structure, and links results to existing Tasks where found.
- Add GET/POST /api/clients/[id]/task-audit (SHAPE/SHAPE2-gated) and a
Document Audit tab in the client detail page.
- Add Client.amsCustomerNumber (AFW_Customer.CustNo) — ImageRight's
FileNumberPart1 expects this AMS360 account number, not the amsCustomerId
GUID. Backfilled via one-off /api/admin/backfill-ams-customer-number.
- Fix folder/document traversal against verified live ImageRight data:
real folders are nested under a per-year "Policy Term" folder (not flat
SUBMISSION/PRERENEWAL as in the source spec doc), and document listing
requires POST /api/documents/find with {FileId, ParentId} — the
previously assumed /api/containers/{id} endpoint 404s on real ids.
- Add jest coverage for client auth/find calls and folder/doc-type matching.
Known open items (need process-owner input, not resolved here):
- Real IR document types (Correspondences, Pre-Renewal Information, Loss
Run) don't map 1:1 to the spec's generic labels (EMAIL, EXCEL DOC, PDF).
- Spec's second folder_path segment (e.g. PRERENEWAL) has no matching real
subfolder for at least one tested client; currently ignored for folder
navigation and only surfaced in the audit result label.
- Whether an audit item should be skipped when no open Task exists for it,
rather than always running and reporting INCOMPLETE.
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| dev | ||
| ondeck | ||
| tasks | ||
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