Fix Cora filter, speed up Overview, add inbox path link

Remove status gate from Cora filter — LB Method is the discriminator,
not status. Derive Overview stats and Cora section from /tasks data
directly (no slow /tasks/link-building fetch). Add click-to-copy
Z:\cora-inbox path next to Cora header. Show due dates in This Month.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

cheddahbot/api.py

@@ -184,11 +184,17 @@ async def get_link_building_tasks():
 
     # -- Build focused groups --
 
-    # need_cora: status "to do" AND LB Method = "Cora Backlinks"
+    # Split active vs closed
-    need_cora = [
+    closed_statuses = {"complete", "closed", "done"}
+    active_lb = [
         t for t in lb_tasks
-        if t["status"] == "to do"
+        if not any(kw in t["status"] for kw in closed_statuses)
-        and t["custom_fields"].get("LB Method") == "Cora Backlinks"
+    ]
+
+    # need_cora: open LB tasks where LB Method = "Cora Backlinks"
+    need_cora = [
+        t for t in active_lb
+        if t["custom_fields"].get("LB Method") == "Cora Backlinks"
     ]
 
     # recently_completed: closed/complete tasks with date_done in last 7 days
@@ -215,13 +221,6 @@ async def get_link_building_tasks():
         kv = t.get("kv_state")
         if kv is None or kv.get("state", "") in early_states:
             in_progress_not_started.append(t)
-
-    # Group by company (exclude closed from the active list for the grid)
-    closed_statuses = {"complete", "closed", "done"}
-    active_lb = [
-        t for t in lb_tasks
-        if not any(kw in t["status"] for kw in closed_statuses)
-    ]
     by_company: dict[str, list] = {}
     for task in active_lb:
         company = task["custom_fields"].get("Customer") or "Unassigned"

dashboard/index.html

@@ -151,6 +151,7 @@
       <div class="section section--tight">
         <div class="section__header">
           <h2 class="section__title"><span class="icon">&#128203;</span> Cora Reports Needed</h2>
+          <span onclick="navigator.clipboard.writeText('Z:\\cora-inbox');this.textContent='Copied!';setTimeout(()=>this.textContent='Z:\\cora-inbox',1500)" style="font-size:0.75rem;color:var(--gold-light);cursor:pointer;margin-left:0.5rem;" title="Click to copy path">Z:\cora-inbox</span>
           <span class="section__badge"><a href="#" class="section__link" data-tab="linkbuilding">View LB</a></span>
         </div>
         <div class="task-table-wrap task-table-wrap--compact" id="overview-cora">
@@ -350,39 +351,35 @@ function updateGreeting() {
 // --- Overview Tab ---
 
 async function loadOverview() {
-  const [tasks, lb, pr, agents, health] = await Promise.all([
+  const [tasks, agents, health] = await Promise.all([
     fetchJSON('/tasks'),
-    fetchJSON('/tasks/link-building'),
-    fetchJSON('/tasks/press-releases'),
     fetchJSON('/agents'),
     fetchJSON('/system/health'),
   ]);
 
   // Cache for other tabs
   _cache.tasks = tasks;
-  _cache.lb = lb;
-  _cache.pr = pr;
   _cache.agents = agents;
   _cache.health = health;
 
-  // Stats
+  // Stats — derive LB/PR counts from tasks data
-  if (tasks) {
+  if (tasks && tasks.tasks) {
     document.getElementById('stat-total').textContent = tasks.count || 0;
     document.getElementById('stat-total-detail').textContent = `ClickUp tasks`;
-  }
+
-  if (lb) {
+    const lbTasks = tasks.tasks.filter(t => t.task_type === 'Link Building');
-    document.getElementById('stat-lb').textContent = lb.total || 0;
+    const prTasks = tasks.tasks.filter(t => t.task_type === 'Press Release');
-    document.getElementById('stat-lb-detail').textContent =
+
-      `${lb.companies ? lb.companies.length : 0} companies`;
+    document.getElementById('stat-lb').textContent = lbTasks.length;
-    document.getElementById('badge-lb').textContent = lb.total || 0;
+    const lbCompanies = new Set(lbTasks.map(t => t.custom_fields?.Customer || 'Unassigned'));
-  }
+    document.getElementById('stat-lb-detail').textContent = `${lbCompanies.size} companies`;
-  if (pr) {
+    document.getElementById('badge-lb').textContent = lbTasks.length;
-    document.getElementById('stat-pr').textContent = pr.total || 0;
+
-    document.getElementById('stat-pr-detail').textContent =
+    document.getElementById('stat-pr').textContent = prTasks.length;
-      `${pr.companies ? pr.companies.length : 0} companies`;
+    const prCompanies = new Set(prTasks.map(t => t.custom_fields?.Customer || 'Unassigned'));
-    document.getElementById('badge-pr').textContent = pr.total || 0;
+    document.getElementById('stat-pr-detail').textContent = `${prCompanies.size} companies`;
-  }
+    document.getElementById('badge-pr').textContent = prTasks.length;
-  if (tasks && tasks.tasks) {
+
     const companies = new Set(tasks.tasks.map(t => t.custom_fields?.Customer || 'Unassigned'));
     document.getElementById('stat-companies').textContent = companies.size;
     const names = [...companies].filter(c => c !== 'Unassigned').slice(0, 4).join(', ');
@@ -443,12 +440,14 @@ async function loadOverview() {
       }
     }
     document.getElementById('this-month-count').textContent = thisMonth.length;
-    renderOverviewTable('overview-this-month', thisMonth, false);
+    renderOverviewTable('overview-this-month', thisMonth, true);
-  }
 
-  // -- Cora Reports Needed --
+    // -- Cora Reports Needed: LB tasks with LB Method = Cora Backlinks --
-  if (lb && lb.need_cora) {
+    const needCora = openTasks.filter(t =>
-    renderOverviewTable('overview-cora', lb.need_cora, false);
+      t.task_type === 'Link Building'
+      && t.custom_fields?.['LB Method'] === 'Cora Backlinks'
+    );
+    renderOverviewTable('overview-cora', needCora, false);
   }
 
   // Health inline