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
- Looks up campaign_id live per ticket (699419/699421/699422/699433/
699435/699456), no hardcoded UUIDs
- Reads before verdict, calls classifyCampaign (D-02 append-only), prints
before -> after verdict + confidence per ticket
- Dedupes shared campaign_ids so a shared campaign isn't classified twice
- Depends on Task 1's allowlist fix already being committed
- scripts/verify-pax8-orders-matching.ts: runs a real Pax8SyncService.fullSync()
twice, then asserts all four Phase 12 success criteria (order items
populated with company id + billing period, confident auto-matches exist,
no-match/ambiguous companies flagged for review, auto-match set stable
across two syncs). Never logs secrets/tokens.
- migrations/094_pax8_order_items_quantity_numeric.sql (Rule 1 auto-fix):
pax8_order_items.quantity was INTEGER but real PAX8 usage-based invoice
items (e.g. Azure per-unit bandwidth overage) report fractional
quantities, which aborted the entire orders/order_items sync loop on the
first such row and silently truncated SC#1's item coverage to ~123 rows
instead of the full ~56k-row history. Widened to NUMERIC(14,4); applied
directly to the dev DB (existing volume, not a fresh init).
- deferred-items.md: logged pre-existing out-of-scope failures (appgate
TS2307 type errors, itglue-search.test.ts) confirmed unchanged by this
plan's files.
- Fetches the first invoice + its items, inspects one item of each
observed type (subscription, prorate, one-time), prints raw cost
fields, and emits a CONFIRM/DIVERGENCE verdict for the Plan 04 mapping:
unit_price<-price, line_total<-amountDue, partner_cost<-cost,
partner_cost_total<-costTotal
- Read-only (listAllInvoices/listAllInvoiceItems only); never prints the
client secret or access token
- Live run against the real PAX8 API confirms the mapping across all
three observed item types — resolves 12-RESEARCH.md Open Question 1
- scripts/verify-pax8-auth.ts loads .env.local, calls getPax8Client().listCompanies(0,1), logs only counts/status (never token/secret)
- CLAUDE.md External integrations table gains a PAX8 row (PAX8_* prefix)
- INTEGRATIONS.md does not exist at repo root; edit skipped per plan instructions (noted in SUMMARY)
In dry-run mode the script makes zero QBO writes, so QboClient should not
be instantiated (which would throw if QBO_CLIENT_ID etc are unset).
Replace eager getQboClient() call with a lazy getClient() wrapper that
constructs QboClient only when the first live POST is about to be made.
- scripts/apply-fh-deposit.ts: parse .FH, validate per-check + total against mapping,
resolve invoices + deposit account from Postgres, post Payments + Deposit to QBO
- Idempotency via sibling .applied.json written after each successful QBO post
- --dry-run flag prints all payloads and makes zero QBO writes
- Check number normalization (strip leading zeros) handles bank-vs-remittance mismatch
- dev/fin/4183_mapping_20260518.json: 11 checks, $18,962.12 total, 2026-05-18 batch
Eight sub-phases per docs/ticket-analyzer-phase2-spec.md:
2.1 Schema (migration 070): analyzer_stage_executions table; source_snapshot,
aggregate_fingerprint, fingerprint_generated_at columns on analyzer_analyses.
model_traces marked LEGACY (kept for back-compat).
2.2 Every pipeline stage records a row to analyzer_stage_executions, success
or failure. Worker persists a status='failed' analyzer_analyses row when
the pipeline throws so partial stage records have a parent. Pipeline
exposes raw triage/sonnet/opus responses for downstream stages.
2.3 Stage 3 prompt updated with markdown formatting rules + banned filler
phrases. Added react-markdown + remark-gfm + @tailwindcss/typography.
New <AnalysisMarkdown> component replaces <ProseText>; coerces stray
headers to bold paragraphs.
2.4 Stage 6 fingerprint (Haiku) runs after persistence, failure-tolerant.
scripts/backfill-fingerprints.ts reconstructs Stage 6 input from the
legacy model_traces blob.
2.5 Browse UI rebuild at /analyzer/tickets: multi-select for client/issue/
queue/status/priority/assignee, sticky filter bar, active-filter chips,
bulk selection persisted via localStorage, "Analyze N selected" +
"Generate aggregate report" actions. New <MultiSelect> primitive.
Staleness uses last_activity_date > completed_at heuristic per spec C.1.
2.6 Aggregate reports (migration 071): runner is fire-and-forget, persists
SQL distributions immediately so UI shows partial state during the
Sonnet reduce call. Three endpoints, three pages (/analyzer/reports[/new
/:id]). IT Glue context fetcher capped at 200 doc titles.
2.7 Cost guards (migration 072): per-request $5 confirmation, soft-warn at
$20/day, hard-block at $50/day with ANALYZER_DAILY_COST_OVERRIDE_USERS
override. Every gating decision audited.
2.8 Runbook + build notes updated.
128 vitest tests passing, tsc clean. Migrations 070/071/072 idempotent
(IF NOT EXISTS). model_traces double-write retained — drop in a future
migration once aggregate reports have soaked.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- Add admin dashboard with sync controls and data browser
- Implement RMM, Auvik, and Addigy organization mappings
- Add chunked ticket sync with progress tracking
- Implement entity sync service with rate limiting
- Add analytics engine and performance optimizer
- Create data browser for all PSA entities
- Add navigation components and UI improvements
- Implement background processing and sync services
- Add comprehensive documentation and migration scripts
- Update configuration items with multi-system support
- Enhance contact management and purchase history
- Add issue type assignment and LLM analyzer
- Improve error handling and logging utilities
