Renewal Data Share

Keep renewals, submissions, proposals, and accounting in sync by following these automation hooks. Whenever you touch the referenced files, update this doc.

Status / Task automation

• Renewal status dropdown – Domain/Renewals/Pages/Details.razor renders the authoritative status list (Pending, Renewed, Unneeded, Defected, Ghosted, Unplaceable, Other). Changes log a RenewalNote (user = System when automated).
• Proposal → Renewal – in Domain/Proposals/Components/ProposalDetails.razor set the highest-ranked Submission.Status to Proposed when Proposal.Status == Sent and auto-complete the parent TrackTask named Proposal.
• Submission → Renewal – Domain/Renewals/Components/Submissions.razor sets Renewal.Status = Renewed when a submission switches to Bound. It also syncs carrier/wholesaler data back to the renewal header.
• Renewed check – if any task name contains Renew in Epic and is completed, force Renewal.Status = Renewed to keep dashboards accurate.

Proposal data propagation

When RunFullProposalProcess or SaveProposal* execute, push these fields to the renewal + accounting layer:

• Proposal.Premium, Proposal.Commission, Proposal.MinimumEarned
• Proposal.BillType, Proposal.IsFinanced, Proposal.DownPayment, Proposal.TotalCost
• Proposal.Carrier (used for auto-selecting submissions + DocuSign templates)

Submission updates

• ShowPremiumEditDialog writes Submission.Premium and updates mapped renewal totals
• Carrier/wholesaler edits should sync to renewal + proposal for consistent mail-merge data

Accounting hand-off

Domain/Shared/Components/SettlementScreen.razor listens for AI or manual invoice uploads:

• Settlement.Premium, Settlement.CommissionAmount, Settlement.BillType, Settlement.MinEarnedPercentage
• SettlementItem with ItemCode = RBF represents broker fees – ensure SmartPaste + AI update this item when parsing invoices

External update portal

• Domain/Integrations/ExternalPortal + RenewalUpdateService write RenewalNote entries, push updates into Renewal + RenewalSubmission
• Every change should set RenewalNote.User = System and describe the action (External portal: Updated payroll)

Implementation checklist

1. Log everything via RenewalNote for auditing
2. Avoid duplicate writes—use RenewalUpdateService helpers where available
3. Keep naming consistent (RenewalStatus, SubmissionStatus, ProposalStatus)
4. Add unit/integration tests whenever automation toggles statuses or writes financial numbers

Following these conventions keeps dashboards, AI summaries, and accounting math accurate across the app.