Commit graph

8 commits

Author SHA1 Message Date
root
9f912aed24 feat: add authentication, user management, and admin features
Added comprehensive authentication and authorization system:

Authentication System:
- Better Auth integration with session management
- Login/logout pages and API routes
- Middleware for route protection
- Auth utilities and client libraries

User Management:
- User list, detail, and invite pages
- User API endpoints (CRUD operations)
- Session management for users
- Profile settings page

Role-Based Access Control:
- Role management pages (list, create, edit)
- Permission system with granular controls
- Role assignment to users
- Role API endpoints

Admin Features:
- Audit log page for tracking system events
- Admin settings page
- Audit service for logging user actions

Additional Features:
- Quotes management pages and components
- SalesBldr API integration
- Email service for notifications

Configuration & Documentation:
- Updated docker-compose.yml
- MCP server configuration (mcp.json)
- CVE-2025-55182 security review documentation
- Standards guide and PRD documents
- Re-enabling authentication documentation

Database Migrations:
- 012: Auth tables (users, sessions, accounts, verifications)
- 013: Role tables (roles, permissions, role_permissions, user_roles)
- 014: Admin settings table

UI Updates:
- Updated dashboard layout
- Enhanced app layout with auth integration
2026-01-31 12:43:14 -05:00
root
bac9797845 fix: update API route params for Next.js 15+ async params
Next.js 15+ changed dynamic route params to be async Promises.
Updated all schedule API routes to await params before accessing id.

Changes:
- GET /api/sync/schedules/[id] - await params
- PATCH /api/sync/schedules/[id] - await params
- DELETE /api/sync/schedules/[id] - await params
- POST /api/sync/schedules/[id]/trigger - await params

This fixes TypeScript compilation errors during Docker build.
2026-01-26 10:31:46 -05:00
root
f117210c9d feat: add scheduled sync system with admin UI
Implements comprehensive scheduled sync system using node-cron with
full admin interface for configuration and monitoring.

Features:
- Configurable sync schedules with cron expressions
- Enable/disable schedules without deletion
- Manual trigger for testing
- Status monitoring (last run, next run, success/failure)
- Error tracking and display
- Incremental and full sync support
- Multiple concurrent schedules
- Admin UI with schedule management

Components:

1. Sync Scheduler Service (lib/services/sync-scheduler.ts)
   - node-cron integration for scheduling
   - Database-backed schedule configuration
   - Automatic initialization on startup
   - Prevents concurrent runs of same schedule
   - Calculates next run times
   - Tracks execution status and errors

2. Database Schema (sync_schedules table)
   - Schedule configuration storage
   - Execution history tracking
   - Last run status and errors
   - Next run calculation

3. API Endpoints
   - GET /api/sync/schedules - List all schedules
   - POST /api/sync/schedules - Create schedule
   - GET /api/sync/schedules/[id] - Get schedule
   - PATCH /api/sync/schedules/[id] - Update schedule
   - DELETE /api/sync/schedules/[id] - Delete schedule
   - POST /api/sync/schedules/[id]/trigger - Manual trigger

4. Admin UI (components/admin/SyncScheduler.tsx)
   - View all schedules with status
   - Create/edit/delete schedules
   - Enable/disable toggle
   - Manual trigger button
   - Cron expression presets
   - Real-time status updates
   - Error message display
   - Next run countdown

5. Default Schedules (created on first startup, disabled)
   - Daily Incremental: 2 AM daily (0 2 * * *)
   - Weekly Full: 3 AM Sunday (0 3 * * 0)

Admin Interface:
- New 'Schedules' tab in sync page
- Schedule cards with status badges
- Enable/disable with play/pause button
- Manual trigger with clock button
- Edit dialog with cron presets
- Create dialog for new schedules
- Real-time status (running, next run, last run)
- Success/failure indicators
- Error message alerts

Cron Features:
- Full cron expression support
- Validation before saving
- Common presets (daily, weekly, hourly)
- Next run time calculation
- Automatic schedule restart on config change

Monitoring:
- Last run timestamp
- Next run countdown (e.g., 'in 2h 15m')
- Success/failure status with icons
- Error messages for failed syncs
- Running indicator (animated badge)
- Schedule validity check

Dependencies:
- node-cron: ^3.0.3
- @types/node-cron: ^3.0.11

UI Components:
- Alert component added (components/ui/alert.tsx)
- Integrated into sync page tabs
- Responsive design

Documentation:
- Complete guide (docs/SCHEDULED_SYNCS.md)
- Cron expression reference
- Best practices
- Troubleshooting guide
- API reference
- Database schema

Use Cases:
1. Daily incremental sync for recent changes
2. Weekly full sync for data integrity
3. Custom schedules for specific needs
4. Off-peak hour automation
5. Backup for webhook failures

Benefits:
- No manual intervention required
- Consistent data freshness
- Flexible scheduling
- Easy monitoring
- Error tracking
- Manual override available

Next Steps:
1. Restart application to initialize scheduler
2. Navigate to Admin → Sync → Schedules tab
3. Enable default schedules or create custom ones
4. Monitor first runs for success
5. Adjust schedules as needed

Files Added/Modified:
- lib/services/sync-scheduler.ts (new)
- app/api/sync/schedules/route.ts (new)
- app/api/sync/schedules/[id]/route.ts (new)
- app/api/sync/schedules/[id]/trigger/route.ts (new)
- components/admin/SyncScheduler.tsx (new)
- components/ui/alert.tsx (new)
- app/admin/sync/page.tsx (modified - added Schedules tab)
- docs/SCHEDULED_SYNCS.md (new)
- package.json (node-cron added)
2026-01-26 10:24:58 -05:00
root
a093f8787c feat: add IP address logging to webhooks for whitelisting
Implements comprehensive IP logging for webhook requests to enable
IP whitelisting and security monitoring.

Features:
- Capture source IP from webhook requests (x-forwarded-for, x-real-ip)
- Capture user agent for identification
- Store in webhook_logs table
- New API endpoint: GET /api/webhooks/ips
- View unique IPs with request counts and statistics
- Identify Autotask IPs for whitelisting

Database Changes:
- Added source_ip column (VARCHAR 45) to webhook_logs
- Added user_agent column (TEXT) to webhook_logs
- Added index on source_ip for efficient queries
- Migration 005 for existing installations

API Endpoints:
- GET /api/webhooks/ips?hours=168&entityType=Tickets
  Returns unique IPs with:
  * Request counts (total, successful, failed)
  * First/last seen timestamps
  * Entity types accessed
  * User agent strings

Use Cases:
1. Identify Autotask webhook IPs
2. Configure IP whitelist in nginx/Pangolin/Cloudflare
3. Monitor for unauthorized webhook attempts
4. Audit webhook sources
5. Detect IP changes from Autotask

Security Benefits:
- Enable IP whitelisting for webhook endpoint
- Block unauthorized webhook attempts
- Monitor for suspicious activity
- Audit trail of webhook sources

Documentation:
- Complete IP whitelisting guide (WEBHOOK_IP_WHITELISTING.md)
- Configuration examples for nginx, Pangolin, Cloudflare
- Monitoring queries and best practices
- Troubleshooting guide

Files Modified:
- migrations/004_webhook_support.sql - Added IP columns
- migrations/005_add_webhook_ip_logging.sql - Migration for existing installs
- lib/types/webhook.ts - Added IP fields to WebhookLog
- lib/services/webhook-service.ts - Capture and log IPs
- app/api/webhooks/autotask/route.ts - Extract IP from headers
- app/api/webhooks/ips/route.ts - New IP viewing endpoint
- docs/WEBHOOK_IP_WHITELISTING.md - Complete guide

Next Steps:
1. Run migration (004 for new, 005 for existing)
2. Deploy updated code
3. Receive webhooks from Autotask
4. View IPs via /api/webhooks/ips
5. Configure IP whitelist in proxy/tunnel
2026-01-24 17:28:56 -05:00
root
1f83456199 feat: add webhook support for real-time Autotask updates
Implements comprehensive webhook infrastructure to receive and process
real-time entity updates from Autotask, reducing API calls and improving
data freshness.

Features:
- Webhook receiver endpoint: POST /api/webhooks/autotask
- Automatic entity mapping and upsert to PostgreSQL
- Event logging and tracking in webhook_logs table
- Duplicate event prevention via unique event_id
- Failed event tracking with error messages
- Statistics and monitoring APIs
- Support for 8 entity types: Companies, Tickets, Tasks, Projects,
  Time Entries, Contacts, Contracts, Configuration Items

Architecture:
- WebhookService: Core processing logic
- Database tables: webhook_logs, webhook_configs
- API endpoints: /autotask (receiver), /logs, /stats
- Automatic data mapping using existing entity-mapper

Benefits:
- Near real-time updates (<1 minute vs 24 hours)
- Reduced API usage (webhooks vs polling)
- Complements daily incremental sync for redundancy
- Automatic recovery from webhook failures

Files Added:
- lib/types/webhook.ts - TypeScript types and interfaces
- lib/services/webhook-service.ts - Webhook processing service
- app/api/webhooks/autotask/route.ts - Webhook receiver
- app/api/webhooks/logs/route.ts - Logs API
- app/api/webhooks/stats/route.ts - Statistics API
- migrations/004_webhook_support.sql - Database schema
- docs/WEBHOOK_SETUP.md - Complete setup guide (47 sections)
- docs/WEBHOOKS_README.md - Quick start guide

Next Steps:
1. Run database migration
2. Configure webhooks in Autotask
3. Test endpoint and monitor logs

See docs/WEBHOOK_SETUP.md for detailed setup instructions.
2026-01-24 10:07:20 -05:00
root
f85741c993 feat: add tabs to sync page and fix pagination
- Separate Sync Status and Sync History into tabs with icons
- Fix pagination in sync history by adding offset parameter
- Update getSyncHistory to support offset for proper pagination
- Update API endpoint to pass offset parameter
- Previous/Next buttons now work correctly to navigate pages

This improves UX by organizing the sync page into logical sections
and enables users to browse through historical sync records.
2026-01-24 07:57:09 -05:00
root
6eee14f8af Add comprehensive admin features and multi-system integration
- 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
2025-11-19 14:18:16 -05:00
3c3124d8c9 Restructure: rename to Pulse and move app to root
- Renamed project from PSA-Utils to Pulse
- Moved all app files from autotask-app/ to root
- Updated package.json name to 'pulse'
- Updated Docker container names to pulse-app and pulse-redis
- Updated Docker network name to pulse-network
2025-10-28 23:08:54 -04:00