- Add /admin/display-settings page with Kiosk and Mobile sections
- Company category checkbox filter + excluded companies searchable multi-select
- New DB tables: company_categories, company_types (migration 064)
- Sync COMPANY_CATEGORIES via CompanyCategories entity (id/name/isActive)
- Sync COMPANY_TYPES via Companies.companyType picklist
- Add to EntityType, ENTITY_DEPENDENCIES, sync-helpers, entity-mapper, entity-sync
- New API routes: /api/admin/display-settings (GET/POST), /api/data/company-categories, /api/data/companies-list
- Update all 4 routes (kiosk/stats, kiosk/activity, mobile/tickets, mobile/dashboard)
to filter by kiosk_settings company_category_ids + excluded_company_ids
- Add Display Settings nav link (SlidersHorizontal icon) to Admin menu
- Seed kiosk_settings: kiosk_company_category_ids=1, mobile_company_category_ids=1
The hardcoded UDF filter (MSP Service Model = 'Wulf Managed') matched
only 1 company, making all mobile ticket views empty. Now reads
included_classifications from kiosk_settings (same as kiosk) which
correctly identifies all managed clients by classification ID.
- bulkUpsert now accepts preserveExistingOnNull column list, using
COALESCE(EXCLUDED.col, table.col) so null incoming values never
overwrite existing non-null DB values
- bulkUpsertRecords passes resource ID columns as preserve-on-null
for TICKETS and TASKS entities
- getValidResourceIds now throws on DB error instead of returning
empty set (which would nullify every resource reference)
- Fix mimecast mailbox-remediate fetch handlers to check res.ok and
content-type before calling res.json(), preventing JSON parse crash
on 502 Bad Gateway responses
- Add searchMailboxMessages, deleteMailboxMessage, moveToDeletedItems to MsGraphClient
- POST /api/mimecast/mailbox-remediate: search, move, delete actions with permission error handling
- DeliveredAnalysisDialog: Remove from mailbox panel with search → confirm → delete flow
- Shows matching messages in mailbox with checkboxes, received time, read/unread status
- Moves selected to Deleted Items (recoverable) via Graph API
- Surfaces clear permission guidance if Mail.ReadWrite not yet granted
- New POST /api/mimecast/delivered route using message-finder/search API
- DeliveredMailTab: search by recipient, sender, subject, time range (6h–7d)
- Results table with status badge, spam score, row tinting for high/moderate risk
- Summary stats bar: total / high spam (≥10) / moderate (5-9) / clean counts
- Sort by date or spam score; filter by status (accepted/held/rejected/bounced)
- DeliveredAnalysisDialog: explains why high-score mail got through, envelope mismatch detection, actionable remediation steps (block domain, adjust policy threshold, report)
- MimecastDeliveredMessage interface + searchDeliveredMessages() method in client
- Add releaseHeldMessage() to MimecastClient (POST /api/gateway/hold-release)
- Add POST /api/mimecast/held/release route
- HeldMailTab: tenant selector before load (defaults to Wulf), only fetches selected tenant
- Release button per row with spinner + optimistic removal on success
- Error shown inline under Release button if release fails
getMimecastClientForTenant now always uses accountCode='' so the
x-mc-account header is never sent. Sending your own account code
with tenant-specific OAuth credentials causes Mimecast to 403
(it interprets it as an invalid impersonation attempt).
- export const dynamic = 'force-dynamic' on /api/mimecast/held to prevent Next.js caching
- Add AbortController timeout (20s) per request in MimecastClient.request()
- getHeldMessages: 403 fallback without admin:true flag for tenants lacking permission
- Reduce maxMessages default to 100 (10 pages) to stay within route timeout
- Show 'permission denied' tooltip in tenant badge for 403 errors
- Surface HTTP errors in HeldMailTab instead of silently failing
- Add missing favicons: sentinelone.ico, itglue.ico, mimecast.ico
- data-browser/companies: resolve classification picklist IDs to labels in
table column and detail modal; also added to DetailModal COMPANY_GROUPS
- DetailModal: add 'classification' FieldType with color-coded badge map
- kiosk stats + activity: switch from label-based exclusion to ID-based
allowlist (included_classifications). Only shows companies with
classification IN (15,16,17,18,203,205,206,207,202,5,12)
= managed service / recurring revenue tiers only
Covers architecture, data synced (6 tables), sync process, rate limiting,
incremental auth logs, company matching, API endpoints, UI elements,
bypass vs disabled user separation, env vars, and file inventory.
Bypass = security risk (MFA not enforced) — shown in red, expandable panel
Disabled = locked out, no threat — shown in muted gray, separate expandable panel
- Split /api/duo/status counts into bypass and disabled separately
- /api/duo/users/flagged returns { bypass: [], disabled: [] } instead of flat list
- Overview card: only bypass triggers red warning icon (disabled does not)
- Detail page: two separate expandable sections with distinct severity styling
- Both sections include user, email, account name, enrolled status, last login, notes
- Covers all accounts (parent + children)
- Created GET /api/duo/users/flagged — returns users with status bypass or disabled, joined with account name
- Clickable warning banner expands to show full user table
- Table shows: user, email, account, status badge (yellow=bypass, red=disabled), enrolled, last login, notes
- Fixed JOIN: duo_users.duo_account_id is varchar account_id, not integer id
The Autotask Tasks bulk API does not return projectID in its response,
causing all tasks.project_id to be NULL. This fixes it by:
- Adding project_phases as a synced entity (Autotask endpoint: /Phases)
- Migration 059: project_phases table with project_id, phase_number,
estimated_hours, start/due dates, parent_phase_id, is_scheduled
- EntityType.PROJECT_PHASES added to all sync maps and dependency graph
(depends on PROJECTS, runs before TASKS in sync order)
- buildProjectPhasesFilter: Phases endpoint requires a filter (id > 0)
- mapProjectPhase: maps Autotask field names to DB columns
- Post-sync backfill in syncEntity: after each project_phases sync,
UPDATE tasks SET project_id = pp.project_id FROM project_phases pp
JOIN projects p WHERE tasks.phase_id = pp.id
Only backfills where the project exists in our DB (FK constraint on
tasks.project_id; archived projects are skipped gracefully)
Result: 2,455 of 4,966 tasks now have project_id populated. Tasks
belonging to archived/completed projects have phase_id resolvable via
project_phases even when project_id remains NULL.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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
- Header always visible: ticket icon, number, title (truncated), ExternalLink icon
to Autotask, X close button — all in a fixed top bar
- showCloseButton={false} on DialogContent, replaced with custom header buttons
- Modal is now flex-col h-85vh: header shrinks-to-content, body scrolls
- Removed Close/Open in Autotask bottom action bar entirely
- LinkedText component splits on newlines and converts raw URLs to clickable
links showing just the hostname (e.g. 'ct.sendgrid.net' instead of full URL)
- [overflow-wrap:anywhere] on all text content (more aggressive than break-words)
- w-0 flex-1 on timeline item content divs to prevent flex children expanding
past container boundary
- Applied to description, resolution, note bodies, time entry notes
- Merge notes + time entries into single chronological timeline
- Time entries: blue clock icon, hours badge, resource name, summary
- Human notes: green user icon, creator name, title + body
- System notes (noteType 13/91/93/94/99/101): bot icon, dimmed, hidden by default
- 'Show/Hide system notes' toggle with count badge appears only when system notes exist
- Both data sources fetched in parallel on first expand, cached for session
- New GET /api/tickets/[id]/notes: fetches TicketNotes from Autotask,
enriches with creator resource names, sorted newest first
- Modal: collapsible Notes section (lazy fetch on expand, shows count badge)
- Modal: collapsible Time Entries section (lazy fetch, count + total hours in header)
- Both sections fetch once and cache for the modal session
- Ticket [id] route: resolve statusLabel/priorityLabel via getTicketStatusPicklist()
and getTicketPriorityPicklist() with module-level cache (fetched once per deploy)
- Modal: remove subtitle, move ticket# and title into header, compact single-row
metadata (status badge + priority badge + assigned resource), dates in 2-col grid,
smaller buttons
- 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)
