toga-ai 1.0.168 → 1.0.169

package/knowledge/INDEX.md

@@ -21,7 +21,7 @@ _Auto-generated by `knowledge.js index`. Do not hand-edit._
 - **dbchanges2** (Database Changes) _(framework core)_ — 1 doc(s) → [2.0/apps/dbchanges2/INDEX.md](2.0/apps/dbchanges2/INDEX.md)
 - **toga2-supply** (TOGa Supply) — 3 doc(s) → [2.0/apps/toga2-supply/INDEX.md](2.0/apps/toga2-supply/INDEX.md)
 - **saml** (SAML SSO Gateway) — 2 doc(s) → [2.0/apps/saml/INDEX.md](2.0/apps/saml/INDEX.md)
-- **toga2-view** (TOGa View Frontend) — 0 doc(s) → [2.0/apps/toga2-view/INDEX.md](2.0/apps/toga2-view/INDEX.md)
+- **toga2-view** (TOGa View Frontend) — 1 doc(s) → [2.0/apps/toga2-view/INDEX.md](2.0/apps/toga2-view/INDEX.md)
 - **toga2-hub** (TOGa Hub) — 2 doc(s) → [2.0/apps/toga2-hub/INDEX.md](2.0/apps/toga2-hub/INDEX.md)
 - **talos** (TOGa IQ) — 6 doc(s) → [2.0/apps/talos/INDEX.md](2.0/apps/talos/INDEX.md)
 - **voice-to-voice** (TOGa Voice) — 4 doc(s) → [2.0/apps/voice-to-voice/INDEX.md](2.0/apps/voice-to-voice/INDEX.md)

package/knowledge/clients/rate/INDEX.md

@@ -4,4 +4,5 @@
 |-----|-----------|---------|-------|
 | [Rate Monthly Reconciliation Report](features/monthly-reconciliation-report.md) | 1.0 | A monthly cron that emails an Excel reconciliation report covering all Rate subscription sales orders and their linked PayPal payments for the prior calendar mo | worker/crons/notifications/reports/rate/send_monthly_rate_purchases_report.php, worker/schedules/cron.worker.notification.json |
 | [Rate SAML SSO](features/saml-sso.md) | 2.0 | Rate uses Azure AD as its IdP (`login.rate.com`). | _underscore/Model/Rate/ClientAuthentication.php, saml/Controller/Index.php, toga2-view/src/hooks/useAuthenticationFlow.ts |
+| [Service Card Entitlement Display](features/service-card-entitlements.md) | 2.0 | Rate's home and services pages display one service card per purchased entitlement. | src/components/ServiceCard/ServiceCard.tsx, src/components/ServiceCard/index.ts, src/hooks/useBundleServices.ts, src/pages/Home/api/homeApi.ts, src/pages/Home/view/HomePage.tsx, src/pages/Home/viewModels/useHomePageViewModel.ts, src/pages/Services/view/ServicesPage.tsx, src/pages/Services/viewModels/useServicePageViewModel.ts |
 | [Rate](profile.md) | 2.0 | Rate is a mortgage/lending client. |  |

package/knowledge/clients/rate/features/service-card-entitlements.md

@@ -0,0 +1,103 @@
+---
+title: "Service Card Entitlement Display"
+framework: "2.0"
+repo: toga2-view
+project: TOGa View
+client: rate
+type: client-feature
+status: active
+updated: 2026-06-23
+owners: ["bala"]
+files:
+  - src/components/ServiceCard/ServiceCard.tsx
+  - src/components/ServiceCard/index.ts
+  - src/hooks/useBundleServices.ts
+  - src/pages/Home/api/homeApi.ts
+  - src/pages/Home/view/HomePage.tsx
+  - src/pages/Home/viewModels/useHomePageViewModel.ts
+  - src/pages/Services/view/ServicesPage.tsx
+  - src/pages/Services/viewModels/useServicePageViewModel.ts
+related:
+  - clients/rate/profile.md
+---
+
+## Summary
+
+Rate's home and services pages display one service card per purchased entitlement. The card
+shows a hero image, title, Active badge, contract number, plan, price (or address for warranty
+cards), renewal date, and a Manage button. Previously the UI showed one card per bundle type
+regardless of how many entitlements the user had purchased.
+
+## Key files / entry points
+
+- `ServiceCard.tsx` — the card component; accepts `serviceType` to switch the second data row
+  between Price (tech) and Address (warranty)
+- `useBundleServices.ts` — shared hook returning one `BundleService` per active entitlement;
+  used by both `useHomePageViewModel` and `useServicePageViewModel`
+- `homeApi.ts` — `getActiveServices()` fetches entitlements with subscription and address fields
+- `HomePage.tsx` — shows max 3 cards; "View All Services" tertiary text button links to `/services`
+- `ServicesPage.tsx` — shows all entitlements in a 2-column grid, scrollable
+
+## How it works
+
+1. `getActiveServices(borrowerId)` queries `Entitlements` with:
+   - INNER JOIN: `Contacts`, `Customers`, `Subscriptions`
+   - LEFT JOIN (`ojoin`): `ContactAddresses`, `Addresses` — keeps entitlements whose contact
+     has no address instead of dropping the row
+   - Fields: `uuid`, `number`, `saleItem.title/uuid`, `subscription.isActive/amount/frequency/dateEnd`,
+     `contact.primaryContactAddress.address.line1`
+
+2. `useBundleServices` filters `subscription.isActive === true` and builds one `BundleService`
+   per entitlement. It also fetches bundles to resolve `bundleUuid` for navigation.
+
+3. `detectServiceType(title)` classifies each card:
+   - `'warranty'` — title includes "warranty" or "whole home" (and NOT "tech")
+   - `'tech'` — title includes "tech" or "support"
+   - `'other'` — everything else
+
+4. `ServiceCard` renders the data rows based on `serviceType`:
+   - Tech / other → row 2: **Price** (`$XX.XX`)
+   - Warranty → row 2: **Address** (`contact.primaryContactAddress.address.line1`)
+
+5. Home page slices `allServices` to 3 (`HOME_SERVICE_LIMIT`). If more exist, a tertiary
+   "View All Services" text link appears below the cards pointing to `/services`.
+
+6. Services page renders all entitlements with no cap in a `grid-cols-1 md:grid-cols-2` grid.
+
+## Data model
+
+Address path in DB:
+```
+Entitlements.contactId
+  → Contacts.primaryContactAddressId
+  → ContactAddresses.id → ContactAddresses.addressId
+  → Addresses.line1
+```
+
+Contract number comes from `Entitlements.number` (auto-incremented with ET prefix, e.g. `ET100017`).
+
+## Client variations
+
+This feature is Rate-specific. The warranty card showing Address instead of Price is driven
+by Rate's product mix (Whole Home Warranty + Tech Support). Other clients with different
+product types would need `detectServiceType` extended or overridden.
+
+## Gotchas / known issues
+
+- **`ojoin` is required for address** — using INNER JOIN (`join`) drops every entitlement
+  whose contact has no `primaryContactAddressId`, silently hiding those cards.
+- **`T00:00:00` in date formatting** — `formatDate` appends this before parsing to avoid
+  timezone offset shifting the renewal date back by one day.
+- **Per-entitlement, not per-bundle** — `useBundleServices` intentionally does not dedup.
+  A user with 8 entitlements of the same product sees 8 cards. The old dedup-by-bundle
+  behavior (1 card per service type) was the previous design.
+- **Inactive bundles are not shown** — the new design only renders active entitlements.
+  The "Add a subscription" dashed button (handled by `useAddSubscription` hook +
+  `AddSubscriptionSheet`) replaces the old "Get Started" inactive bundle cards.
+- **`useBundleServices` is shared** — both `useHomePageViewModel` and `useServicePageViewModel`
+  call it. Changes to the hook affect both pages.
+
+## Change history
+
+- 2026-06-23 — Initial implementation: per-entitlement card display, new ServiceCard component,
+  address via LEFT JOIN, 3-card home limit with View All Services tertiary button (bala)

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "toga-ai",
-  "version": "1.0.168",
+  "version": "1.0.169",
   "description": "TOGA Technology Team Claude Knowledge System — shared AI coding harness with skills, knowledge base CLI, and project installer for Claude Code.",
   "keywords": [
     "claude",