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>
- /api/mobile/finance: add requireAuth() (aligns with all other /api/mobile/*
handlers) + getUserTimezone(); migrate paid_mtd / paid_ytd to user-tz
DATE_TRUNC, six aging-bucket comparisons to user-tz CURRENT_DATE, and
days_overdue arithmetic. Preserved unchanged: 12-month rolling
monthlyRevenue (rolling — not a calendar boundary).
- /api/mobile/engagement/summary: destructure session, resolve tz; migrate
rolling time_entries WHERE clause to user-tz on both sides of >=. Added
TZ-02 carve-out comment above the snapshot queries documenting why
engagement_snapshots remain UTC-bucketed (deferred per REQUIREMENTS.md).
- /api/mobile/engagement/trend: replace every bare CURRENT_DATE with
(NOW() AT TIME ZONE 'UTC' AT TIME ZONE $1)::date; pass [tz] as params
to postgresClient.query. Day buckets now align to user-tz days.
- GET handler with requireAuth() gate before any DB query (T-07-01)
- Period whitelist ['D7','D30','D90'] with 400 for invalid values (T-07-02)
- generate_series ensures continuous daily series (D-15: no gaps)
- Returns EngagementTrendResponse with D7→7, D30→30, D90→90 SparklinePoints
- Bounded result set: whitelist caps to max 90 rows (T-07-03)
- Exports SparklinePoint and EngagementTrendResponse for Plan 03 import
