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
The window scrolls (not <main>) on this layout, and the document content
height isn't fully laid out by the first rAF after rows render — so
window.scrollTo gets clamped to maxScroll, leaving the user near top.
Retry up to 30 frames (~500ms) until the actual scroll position matches
the target within 4px.
The mobile shell's <main> is overflow-y-auto, so Next.js's built-in
scrollRestoration (window-only) doesn't restore the list's inner scroll
when returning from /mobile/engagement/[userId]. Persist the scroll
position to sessionStorage on scroll (rAF-throttled) and restore once
after the first users page loads.
Restoration is gated to the first load only, so changing period/sort
doesn't yank the viewport — and uses a single sessionStorage key, so
returning to the list later still lands where you were.
- New EngagementProfileBreakdown: Time/Communication/Meetings subsections, after-hours
and Zoom conditional rows, py-2 per UI-SPEC override
- New EngagementRecentEntries: collapsible list up to 10, Billable badge, Set<string>
expand state, empty-state copy
- New EngagementRecentMeetings: collapsible list up to 10, matched entries + attendees
in expanded view, (no subject) fallback, Set<string> expand state
- Page updated: 3 new component imports + breakdown/entries/meetings mounted in order
- No dangerouslySetInnerHTML; D-01/D-22 guard rails untouched
- New app/mobile/engagement/[userId]/page.tsx with fetch + error states + retryNonce
- New EngagementProfileSkeleton with header/metric/breakdown/list skeletons
- 404 renders 'User not found' + back link; 500 renders sonner toast + Retry
- D-04 comment: relies on App Router default scrollRestoration
- D-01/D-22 guard rails: EngagementUserRow.tsx and data endpoint untouched
- app/mobile/finance/page.tsx: thread tz through fmtDate, setLastSync, monthLabel — 3 formatter callsites now pass timeZone
- app/mobile/tickets/[id]/page.tsx: thread tz through fmtDate (5 callsites) and TimelineCard prop
- All toLocaleDateString / toLocaleString calls in both files now render in user.timezone, not browser local zone
- Resolves TZ-02 on the directly-reported bug surface (mobile finance + ticket detail)
- Replaces 'coming soon' placeholder with full read-only feed
- useState/useEffect/fetch only (no SWR/react-query per CLAUDE.md D-38)
- IntersectionObserver sentinel with rootMargin 200px for auto-load
- Load more fallback button with aria-label, min-h-[44px] touch target
- 5 AnalyzerRowSkeleton instances on initial load (D-28)
- Empty state with dashed border, Sparkles icon, Open desktop Analyzer link
- toast.error on load failures; Load more flips to Retry on error
- No edit/re-run/prompt-tuning controls (ANL-05)
- Replace AR Hero gradient + standalone Revenue YTD with 4 KpiCardMobile tiles (2x2 grid)
- Drop bar chart; add monthly-revenue stacked list (D-09 / DASH-04 precedent)
- Add shadcn Collapsible for Open Invoices and Recent Payments (D-15, D-16)
- Aging row uses locked amber/orange/destructive palette (D-08)
- Top AR by Customer rendered as stacked list with proportion bars (D-07)
- toast.success + toast.error on sync outcomes (D-17, D-18)
- FinanceSkeleton on initial load; destructive retry card on error (D-17, D-18)
- D-19 empty state when total_ar===0 and open_invoices.length===0
- D-23: no page H1; header controls row with aria-labels (D-14)
- No font-medium, no font-bold, no raw red/yellow/green Tailwind classes
Cherry-picked from 04-02 worktree (b27db7d, 4ba89a0). The full worktree merge
included unrelated regressions of phase 2/3 work — only the intended changes
(app/mobile/tickets/page.tsx + SUMMARY.md) were kept.
- Suspense wrapper for useSearchParams (Next.js 16 requirement)
- URL-synced filter state via router.replace
- TicketFilterStrip wired with controlled props
- Priority-stripe rows (border-l-4 with red/orange/amber/slate)
- IntersectionObserver infinite scroll + Load more fallback
- toast.error() in load catch blocks per D-21
- Empty states per D-20
- Standalone nav page replaced by MoreDrawer Sheet component
- Visiting /mobile/nav now returns Next.js 404 per DRAWER-06 spec
- No redirect needed — URL was never bookmarked-worthy
- Replace legacy 3-tab layout with new shell components from Plan 01
- Single useState(drawerOpen) shared between avatar and More button triggers
- SHELL-05: main content padded pb-[calc(theme(spacing.16)+env(safe-area-inset-bottom))]
- max-w-lg mx-auto container, no legacy /mobile/nav reference
- Minimal server component with coming soon card
- No data fetching — Phase 6 (ANL-01..06) owns the real implementation
- Sparkles icon consistent with BottomNav tab icon
- Resolves NAV-02: Analyzer tab in bottom nav has a valid route
- AppNavigation returns null on /mobile/* (no more horizontal scroll)
- Mobile header: 'Pulse' title (links home) + Menu icon (links to /mobile/nav)
- /mobile/nav: full-screen nav page with touch-friendly cards
- Mobile Views: Dashboard, Tickets, Finance (large icon cards)
- Full Site: Quotes, Config Items, Backup, Engagement, Ticket Digest, Admin
- Sign out button
- Bottom tab bar unchanged (Dashboard / Tickets / Finance)
- DB: inserted qbo-sync-2am (0 2 * * *) and qbo-sync-4pm (0 16 * * *) schedules
- Mobile finance: 'Sync QBO' button triggers POST /api/qbo/sync incremental,
polls /api/qbo/sync GET until lastSync timestamp changes (max 90s),
then reloads finance data
- Shows last sync timestamp below page title
- Separate refresh-only button (↻) for quick display refresh without re-syncing
- Sync status message shown during polling
- Replace stripHtml() with renderContent() that:
1. Extracts <a href="...">...</a> anchors before stripping HTML
2. Strips remaining HTML tags cleanly
3. Detects bare https?:// URLs in plain text
4. Renders each as a tappable <a>[link]</a> with text-primary underline
- Collapsed note preview still shows plain text (no link clutter)
- Expanded note/time-entry body shows inline [link] elements
- API: marks note_type 13,91,93,94,99,101 as is_system=true
(13=workflow rule fired, 91=workflow templates, 99=RMM system notes,
93/94=merge/absorb, 101=other system)
- Frontend: system notes filtered out by default; 'Show system' toggle
in timeline header reveals them
- Time entry expanded card uses bg-muted/border-border (dark-mode safe)
instead of hard-coded bg-blue-50 which was unreadable in dark theme
- Priority labels and colors corrected to match actual Autotask values
- Status labels expanded to full set
- API: replaced hardcoded wrong map (1=Critical etc) with JOIN on priorities table
- API: sorted by count DESC instead of priority value
- Frontend: PRIORITY_COLOR/TEXT maps updated to cover all 10 actual Autotask values (1-11)
- Middleware: added /api/mobile to publicRoutes (was getting auth-redirected)
