Fix egress, CSV, AI errors, and demo date hygiene

apps/api/src/index.ts

@@ -493,6 +493,15 @@ app.post("/api/people/import", async (c) => {
   }
   if (!rows.length) return c.json({ error: "No rows to import" }, 400);
   if (rows.length > 500) return c.json({ error: "Max 500 rows per import" }, 400);
+  if (!em) {
+    return c.json(
+      {
+        error:
+          "Create an EM (a person with no manager) before importing directs, or pass defaultManagerId.",
+      },
+      400,
+    );
+  }
 
   const existing = db.select().from(people).all();
   const byEmail = new Map(

apps/api/src/seed.ts

@@ -114,6 +114,27 @@ export async function seedWorkspace(opts: {
     throw new Error("Workspace already initialized");
   }
 
+  const day = (offsetDays: number) => {
+    const d = new Date();
+    d.setUTCHours(12, 0, 0, 0);
+    d.setUTCDate(d.getUTCDate() + offsetDays);
+    return d.toISOString().slice(0, 10);
+  };
+  // Keep the open cycle and "recent" evidence relative to today so demos stay in-window.
+  const openStart = day(-150);
+  const openEnd = day(30);
+  const priorStart = day(-330);
+  const priorEnd = day(-151);
+  const midCycle = day(-90);
+  const midFeedback = day(-60);
+  const recentA = day(-12);
+  const recentB = day(-10);
+  const recentC = day(-9);
+  const recentD = day(-11);
+  const roleFrom = openStart;
+  const priorCycleName = `Prior cycle (${priorStart.slice(0, 4)})`;
+  const openCycleName = `Current cycle (${openStart.slice(0, 7)} → ${openEnd.slice(0, 7)})`;
+
   const wsId = id("ws");
   const accountId = id("acct");
   const createdAt = nowIso();
@@ -224,7 +245,7 @@ export async function seedWorkspace(opts: {
       roleDefinitionId,
       frameworkVersionId: fwvId,
       targetNextRoleDefinitionId: nextKey ? roleIds[nextKey] : null,
-      effectiveFrom: "2026-01-01",
+      effectiveFrom: roleFrom,
       assignedByAccountId: accountId,
     }).run();
   }
@@ -235,7 +256,7 @@ export async function seedWorkspace(opts: {
     db.insert(goals).values({
       id: id("goal"),
       personId: pid,
-      title: `Deliver H1 roadmap outcomes for ${member.levelKey}`,
+      title: `Deliver roadmap outcomes for ${member.levelKey}`,
       description: "Measurable delivery against squad commitments.",
       status: "on_track",
       createdAt,
@@ -245,7 +266,7 @@ export async function seedWorkspace(opts: {
       personId: pid,
       title: "Shipped checkout reliability improvements",
       description: "Reduced timeout errors; partnered with SRE.",
-      occurredAt: "2026-03-15",
+      occurredAt: midCycle,
       createdAt,
     }).run();
     db.insert(feedbackItems).values({
@@ -255,7 +276,7 @@ export async function seedWorkspace(opts: {
       kind: "praise",
       body: "Clear communication in cross-functional design reviews.",
       visibility: "em_and_subject",
-      occurredAt: "2026-04-02",
+      occurredAt: midFeedback,
       themesJson: JSON.stringify(["collaboration", "delivery"]),
       createdAt,
     }).run();
@@ -270,7 +291,7 @@ export async function seedWorkspace(opts: {
       personId: pid,
       title: i === 0 ? "Closed checkout latency epic" : "Merged payment retry hardening",
       description: "Synced-style achievement for the current coaching window.",
-      occurredAt: i === 0 ? "2026-07-18" : "2026-07-20",
+      occurredAt: i === 0 ? recentA : recentB,
       createdAt,
       sourceProvider: i === 0 ? "jira" : "bitbucket",
       externalId: i === 0 ? "CHK-241" : "pr-1882",
@@ -283,7 +304,7 @@ export async function seedWorkspace(opts: {
       kind: "coaching",
       body: "Discussed pacing and stakeholder updates for the current sprint.",
       visibility: "em_only",
-      occurredAt: "2026-07-21",
+      occurredAt: recentC,
       themesJson: JSON.stringify(["pacing", "stakeholders"]),
       createdAt,
     }).run();
@@ -292,7 +313,7 @@ export async function seedWorkspace(opts: {
   db.insert(concernLogs).values({
     id: id("concern"),
     personId: firstDirect,
-    occurredAt: "2026-07-19",
+    occurredAt: recentD,
     title: "Missed partner handoff",
     body: "Late handoff to design delayed review by a day.",
     expectationText: "Confirm handoffs in Slack the morning of the due date.",
@@ -306,19 +327,19 @@ export async function seedWorkspace(opts: {
   const priorCycleId = id("cycle");
   db.insert(cycles).values({
     id: priorCycleId,
-    name: "H2 2025",
-    windowStart: "2025-07-01",
-    windowEnd: "2025-12-31",
+    name: priorCycleName,
+    windowStart: priorStart,
+    windowEnd: priorEnd,
     status: "closed",
     createdAt,
   }).run();
 
   const cycleId = id("cycle");
   db.insert(cycles).values({
     id: cycleId,
-    name: "H1 2026",
-    windowStart: "2026-01-01",
-    windowEnd: "2026-06-30",
+    name: openCycleName,
+    windowStart: openStart,
+    windowEnd: openEnd,
     status: "manager_open",
     createdAt,
   }).run();

apps/ui/src/pages/HomePage.tsx

@@ -77,22 +77,7 @@ export function HomePage() {
       })
       .catch(() => setDueWeek([]));
 
-    // Scheduled integration sync while the app is open (session-scoped; mirrors deadline nudge UX).
-    let lastSyncAt = 0;
-    const runScheduledSync = () => {
-      const now = Date.now();
-      if (now - lastSyncAt < 30 * 60_000) return;
-      lastSyncAt = now;
-      api<{ count: number }>("/api/integrations/sync-all", { method: "POST", body: "{}" }).catch(
-        () => undefined,
-      );
-    };
-    const syncTimer = window.setTimeout(runScheduledSync, 45_000);
-    const syncInterval = window.setInterval(runScheduledSync, 30 * 60_000);
-    return () => {
-      window.clearTimeout(syncTimer);
-      window.clearInterval(syncInterval);
-    };
+    return () => undefined;
   }, []);
 
   useEffect(() => {

apps/ui/src/pages/SettingsPage.tsx

@@ -104,24 +104,26 @@ export function SettingsPage({
     !settings.hasApiKey &&
     !apiKey;
 
+  async function testAiConnection() {
+    try {
+      const res = await api<{ ok: boolean; error?: string; model?: string }>("/api/ai/test", {
+        method: "POST",
+        body: "{}",
+      });
+      setMsg(res.ok ? `Connection OK (${res.model})` : `Failed: ${res.error}`);
+    } catch (err) {
+      setMsg(err instanceof Error ? err.message : "Test failed");
+    }
+  }
+
   return (
     <div className="stack">
       <PageHeader
         title="Settings"
         job="Appearance, AI, integrations, and private-tier egress. Keys stay encrypted with the workspace secret."
         primary={<button className="btn" form="ai-settings-form" type="submit">Save AI settings</button>}
         secondary={
-          <button
-            type="button"
-            className="btn secondary"
-            onClick={async () => {
-              const res = await api<{ ok: boolean; error?: string; model?: string }>("/api/ai/test", {
-                method: "POST",
-                body: "{}",
-              });
-              setMsg(res.ok ? `Connection OK (${res.model})` : `Failed: ${res.error}`);
-            }}
-          >
+          <button type="button" className="btn secondary" onClick={() => void testAiConnection()}>
             Test AI connection
           </button>
         }
@@ -341,17 +343,7 @@ export function SettingsPage({
           label="AI ready for writing desk"
           detail="Digest and section drafts pull from dossier + imports. Private notes stay off cloud unless you opt in below."
           action={
-            <button
-              type="button"
-              className="btn"
-              onClick={async () => {
-                const res = await api<{ ok: boolean; error?: string; model?: string }>("/api/ai/test", {
-                  method: "POST",
-                  body: "{}",
-                });
-                setMsg(res.ok ? `Connection OK (${res.model})` : `Failed: ${res.error}`);
-              }}
-            >
+            <button type="button" className="btn" onClick={() => void testAiConnection()}>
               Test AI connection
             </button>
           }
@@ -518,17 +510,7 @@ export function SettingsPage({
         ))}
         <div className="cta-primary-row">
           <button className="btn">Save AI settings</button>
-          <button
-            type="button"
-            className="btn secondary"
-            onClick={async () => {
-              const res = await api<{ ok: boolean; error?: string; model?: string }>("/api/ai/test", {
-                method: "POST",
-                body: "{}",
-              });
-              setMsg(res.ok ? `Connection OK (${res.model})` : `Failed: ${res.error}`);
-            }}
-          >
+          <button type="button" className="btn secondary" onClick={() => void testAiConnection()}>
             Test AI connection
           </button>
         </div>

apps/ui/src/pages/TeamPage.tsx

@@ -117,6 +117,16 @@ export function TeamPage() {
             <tr><th>Name</th><th>Title</th><th>Level</th><th>Role</th><th>Next</th><th>Your move</th></tr>
           </thead>
           <tbody>
+            {em && (
+              <tr>
+                <td data-label="Name">{em.name}</td>
+                <td data-label="Title" className="muted">{em.title}</td>
+                <td data-label="Level">{em.levelKey}</td>
+                <td data-label="Role" className="muted">EM account</td>
+                <td data-label="Next" className="muted">—</td>
+                <td data-label="Your move"><Link className="btn" to={`/team/${em.id}`}>Open dossier</Link></td>
+              </tr>
+            )}
             {directs.map((p) => (
               <tr key={p.id}>
                 <td data-label="Name">{p.name}</td>
@@ -133,15 +143,6 @@ export function TeamPage() {
                 </td>
               </tr>
             ))}
-            {em && directs.length === 0 && (
-              <tr>
-                <td data-label="Name">{em.name}</td>
-                <td data-label="Title" className="muted">{em.title}</td>
-                <td data-label="Level">{em.levelKey}</td>
-                <td data-label="Role" colSpan={2} className="muted">EM account</td>
-                <td data-label="Your move"><Link className="btn" to={`/team/${em.id}`}>Open dossier</Link></td>
-              </tr>
-            )}
           </tbody>
         </table>
         )}
@@ -176,7 +177,7 @@ export function TeamPage() {
         <h2>Import CSV</h2>
         <p className="muted">
           Columns: name (required), email, title, levelKey, hireDate. Duplicates by email or exact name are skipped.
-          New people report to the workspace EM.
+          Requires an EM on the roster first — new people report to that EM (or `defaultManagerId`).
         </p>
         <div className="field">
           <label htmlFor="csv-paste">Paste CSV</label>