• Joined on 2026-02-15
lorentz pushed to main at lorentz/seubert-claims 2026-04-08 09:34:57 -04:00
e954a8f78e feat: SharePoint location picker for SHAPE import (site → drive → folder)
lorentz pushed to main at lorentz/seubert-claims 2026-04-08 08:06:44 -04:00
ce84a5435e fix: extract date prefix from ad-hoc task text for correct dueDate/completedAt
lorentz pushed to main at lorentz/seubert-claims 2026-04-08 07:19:40 -04:00
ca2c9c701d feat: SHAPE historical import admin UI
lorentz pushed to main at lorentz/seubert-claims 2026-04-08 06:57:40 -04:00
25d1aa493c docs: SHAPE historical import documentation
lorentz pushed to main at lorentz/seubert-claims 2026-04-08 06:10:40 -04:00
56664068f8 refactor: client detail page layout - notes collapsible near top, assignment tab
lorentz pushed to main at lorentz/seubert-claims 2026-04-08 06:05:11 -04:00
851487a8dd fix: advocate dropdown on client list shows claims dept only
lorentz pushed to main at lorentz/seubert-claims 2026-04-07 22:48:40 -04:00
d45daacf28 feat: user dropdowns collapse 'All Staff' behind expandable toggle
lorentz pushed to main at lorentz/seubert-claims 2026-04-07 22:37:43 -04:00
a160a88b08 fix: add task suppression to /api/tasks GET route (used by admin 'view as' feature)
lorentz pushed to main at lorentz/seubert-claims 2026-04-07 22:16:15 -04:00
8db7113c0b fix: task suppression filter was not working - NOT array requires all conditions to match
lorentz pushed to main at lorentz/seubert-claims 2026-04-07 22:08:38 -04:00
8aa20ea751 feat: sync contacts from AMS 360 AFW_PolContact into ClientContact
lorentz pushed to main at lorentz/wulf-ansible 2026-04-07 14:15:01 -04:00
1483d66e4f Refactor planka deployment to use .env file for secrets
lorentz pushed to main at lorentz/wulf-ansible 2026-04-07 14:08:17 -04:00
cedebad116 Fix planka.yml secrets tasks skipped in check mode
lorentz pushed to main at lorentz/wulf-ansible 2026-04-07 12:55:37 -04:00
f4d33ac457 Add planka.md documentation for Planka deployment playbook
lorentz pushed to main at lorentz/wulf-ansible 2026-04-07 12:52:40 -04:00
ed3d5833b7 Add Planka deployment playbook and compose template
lorentz pushed to main at lorentz/wulf-ansible 2026-04-06 23:21:46 -04:00
7ae81da55a Update playbooks/newt.yml
lorentz pushed to main at lorentz/seubert-claims 2026-04-06 21:56:27 -04:00
9dd30de358 feat: pre-launch fixes - renewal date, task suppression, active policies, contacts, N/A enforcement, completion prompts, task groups, client notes, parent/subsidiary linking
lorentz pushed to main at lorentz/wulf-ansible 2026-04-02 15:07:30 -04:00
4481c202a5 Add playbooks/bootstrap.yml
lorentz pushed to main at lorentz/howl 2026-04-02 14:47:43 -04:00
5af3fef37d Add REST API, DB user management, and API documentation
lorentz created branch main in lorentz/howl 2026-04-02 14:13:00 -04:00
lorentz pushed to main at lorentz/howl 2026-04-02 14:13:00 -04:00
ecc6681432 Add web UI, sender profiles, purge rules, and infosec action
3bfda9e585 Initial commit: Howl M365 email management daemon