Bundles several in-progress efforts that were sitting uncommitted:
- User queue-preferences (migration 087, API route, popover component)
- QBO invoice soft-delete (migration 088) and AR diagnostics route
- Dashboard/mobile engagement route and page adjustments
- Docker Compose log-rotation config
- One-off ticket/RMM investigation scripts (scripts/)
- Planning docs: phase verification/pattern notes, mobile shell design spec
- .gitignore: exclude local scratch financial/inventory data and Claude Code
worktree/local-settings runtime state (never meant for version control)
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01W6RuWdiUiXrPK6FLBHjtpY
NOW() returns TIMESTAMPTZ. The pattern
(NOW() AT TIME ZONE 'UTC' AT TIME ZONE $userTz)::date
double-converts: first strips the tz designation (keeping UTC wall-clock as
naive TIMESTAMP), then re-interprets that wall-clock as user-local
(pushing UTC into the user-tz's UTC equivalent). For non-UTC users this
gives the WRONG date — e.g. NY user at 9pm sees "today = tomorrow's UTC
date", so opened-today returns 0.
The column-side pattern ((col AT TIME ZONE 'UTC') AT TIME ZONE $userTz)
is correct because the columns are TIMESTAMP without TZ (stored as UTC) —
only the NOW() side was buggy. Replace with (NOW() AT TIME ZONE $userTz)
everywhere.
Affects: dashboard overview/trends, mobile dashboard/engagement/finance.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- volumeRes / resolutionRes generate_series and join keys converted from
CURRENT_DATE / *_date::date = days.d to user-tz two-step idiom.
- engineersRes WHERE filter te.entry_date::date = CURRENT_DATE migrated
to user-tz on both sides.
- queueHeatmap (open-only counts) preserved unchanged — no day-boundary
math; comment added explaining why.
- requireAuth() session destructured; tz passed as $1 to all three
migrated queries.
- Switch opened_today / resolved_today / yesterday / 7d-avg buckets from
CURRENT_DATE to ((value AT TIME ZONE 'UTC') AT TIME ZONE $1)::date.
- Both routes destructure session from requireAuth() and resolve tz via
getUserTimezone(); tz parameterized as $1 (no SQL interpolation).
- Preserved unchanged: due_date_time < NOW() (rolling SLA, tz-independent),
the INTERVAL '24h/5min/1h' rolling-window queries (failed backups,
stalled workflows, analyzer/RMM 1h fail counts, backup-success 24h).
- Added a code comment above the 24h failed-backups query explaining why
it stays UTC-NOW relative.
Adds company-level opt-out scoping so white-label / subcontract clients
(TTG, LEC, PER, VCF, Trivium Packaging, TNT Pizza, etc.) can be excluded
from Wulf's own dashboard KPIs and ticket analytics without affecting
per-company drill-down views.
- migration 082: company_scope table (opt-out; absent row = in scope)
- GET/PATCH /api/admin/company-scope[/companyId] — list + upsert
- /admin/client-scope — searchable company list with Switch per row,
type filter, and in/out scope filter; excluded rows are dimmed
- dashboard overview KPIs now exclude out-of-scope company tickets
- analyzer /tickets query excludes out-of-scope when no specific
client is selected (explicit per-company selection still works)
- "Client Scope" tile added to admin Tools & Data section
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Major UI refresh on the nav-design-improvements branch. Drops 2013-era
inline styles and consolidates patterns behind shared primitives.
Foundation
- New Wulf brand layer in app/styles/brand.css repointing --primary to
the standards-guide blue (#0075AD) with utility classes for numerics
(.num / .num-lg / .num-xl), metric labels, surface tints, and the
wolf-mark watermark
- Switch primary face to IBM Plex Sans + IBM Plex Mono via next/font;
Helvetica/Arial stays in the fallback chain for brand fidelity
- Wordmark subtitle changed from "PSA Management System" to
"Operations console" everywhere it appeared
- Tagline footer ("Don't be afraid to cry") on every non-mobile page
Status moved out of /dashboard
- New /status route with integration tiles grouped by category, sync
health table, worker pulse cards (analyzer / RMM / sync scheduler),
token-expiry section, conditional alert banner
- Top-bar StatusIndicator polls integration health every 60s and links
to /status
- INTEGRATIONS_DISABLED env var suppresses operator-disabled
integrations (e.g. SentinelOne) — no failure noise from broken-on-
purpose entries. Aliases supported (sentinelone → s1, etc.)
Dashboard rebuilt around KPIs
- /api/dashboard/overview adds today snapshot (opened, resolved, open
total, SLA breaches) with delta math
- /api/dashboard/trends backs queue × priority heatmap, 30-day volume
area chart, 30-day mean resolution time line chart, today's active
engineers leaderboard
Components
- StatusBadge driven by lib/status-registry.ts (priority, ticket
status, classification, source, company type, publish, active /
yes-no / billable / approved registries)
- StatusLight (8px geometric square, five states, three sizes)
- EmptyState (shared dashed panel with icon + headline + optional CTA)
- KpiCard with delta indicator and tonal left border
- WulfMark (mark / wordmark variants from /public/branding)
- Skeleton helpers (SkeletonRow / Rows / Card / Chart / Header / Table)
Navigation
- Admin flat link → dropdown with seven shortcuts
- New UserMenu (initials avatar, role badge, settings + sign-out)
- Active-route highlight is now a 2px Wulf-blue underline echoing the
PageHeader rule (consistent across flat links and submenu triggers);
active children inside dropdowns use bg-primary/10
- Submenu width is content-driven (min-w 320 / max-w 440, single col)
- Mobile hamburger via Sheet, reuses the same nav config
Pages migrated
- 16 admin sub-pages adopt PageHeader (with accent prop)
- /addigy-devices: shadcn Table + Checkbox; PageHeader; status badges
- 10 raw <table> blocks across admin/sync/* migrated to shadcn Table
- /veeam-analysis migrated to shadcn Table (kept its expansion logic)
- Detail routes (analyzer ticket, analyzer analysis) get breadcrumbs
DataTable
- Rewritten on @tanstack/react-table v8 in manual mode; external API
unchanged so all 10+ data-browser pages keep working
- New optional props for drill-down rows: getRowCanExpand + renderSubRow
Mobile
- Multi-select Popover gets max-w-[calc(100vw-1rem)] and
collisionPadding so dropdowns can't overflow narrow viewports
- CI filter bar wraps and shrinks; stat pill flows below
Docs
- New ARCHITECTURE.md (load-bearing reference for runtime, data flow,
workers, analyzer pipeline, auth, deployment, gotchas)
- New DESIGN.md (tokens, layout, navigation IA, component vocabulary,
rolling backlog of remaining cleanup)
- CLAUDE.md refreshed with pointers to the two new docs and the
INTEGRATIONS_DISABLED operator config note
- shadcn registry registered as project-level MCP server (.mcp.json)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- Replace non-existent 'quotes' DB table lookup with live SalesBldr API call
- Fix RMM total: was checking 'rmm_sites' (wrong), now uses 'datto_rmm_sites'
- Add SALESBLDR_API_URL/KEY to .env.local (were only in .env, not loaded by container)
- Added tableExists helper to check if tables exist before querying
- Gracefully handle missing auvik_tenants, rmm_sites, and quotes tables
- Return partial data when some tables are missing
- Created /api/dashboard/stats endpoint that queries local PostgreSQL only
- Updated companies API to use cached database instead of Autotask API
- Dashboard now loads instantly from cached data instead of waiting for external APIs
- Scheduled syncs keep data fresh throughout the day
