Operations
Annual renewals, service reviews, and bulk reassignment on staff offboarding.
Manual run today. These jobs ship as on-demand admin actions in v1. When the DB is bootstrapped they move behind a SECURITY DEFINER stored proc fired nightly via Vercel cron — keyed on policy id + anniversary date so re-runs are idempotent.
FR-34 — proposes an Annual Review 60 days before each policy anniversary. Idempotent per policy + anniversary date.
Auto-proposes a 30-min phone Service Review per active client per calendar year. Dedups against any Annual Renewal already on the calendar this year.
Move every future appointment owned by, or attended by, an offboarding staff member onto a successor. Past appointments are not touched.