- sync-scheduler.ts: extend sync_type union with 'tickets-reconcile', add a
default schedule entry (disabled, 30 4 * * *), and a dispatch case using
the device-link-reconcile / integration-health dynamic-import pattern.
- migrations/090_ticket_reconcile_schedule.sql: idempotent INSERT (ON CONFLICT
DO NOTHING) so existing installs pick up the row without disturbing the
fresh-DB default-seed path.
- New lib/services/ticket-reconciliation-service.ts: reconcileStaleTickets()
scans tickets where is_deleted=false AND status<>5 AND synced_at older than
7 days (capped at 500), re-fetches each from Autotask, and either upserts
via the webhook SQL pattern or soft-deletes when Autotask returns null.
- Returns { scanned, updated, statusFlippedToComplete, softDeleted, errors }.
- New POST /api/sync/reconcile-tickets — fire-and-forget trigger mirroring
/api/sync/incremental (public per existing middleware allowlist).
- Add QboPaymentCreatePayload + QboDepositCreatePayload interfaces to lib/types/qbo.ts
- Add createPayment(payload) and createDeposit(payload) public methods to QboClient
- Both methods use existing private this.request<T>() with POST + minorversion=65
- Both methods throw descriptively if QBO returns no Id in response
- lib/services/personal-channels.ts: isValidTeamsWebhookUrl, isValidNtfyTopic,
mintNtfyTopic, sendChannelTest, TEST_MESSAGE_BODY, isPersonalChannelType,
PERSONAL_CHANNEL_TYPES
- GET /api/me/channels: returns user's personal channels (owner_user_id scoped)
- PUT /api/me/channels/[type]: WITH-CTE UPSERT + best-effort test send
- DELETE /api/me/channels/[type]: removes user's channel, 404 if missing
- POST /api/me/channels/[type]/test: re-sends test to existing channel
- SSRF mitigation via Teams URL hostname allowlist (T-09-02-06)
- Race window closed by partial unique index from Plan 01 (T-09-02-10)
- Asserts muted user (enabled=false in user_event_subscriptions) returns
success:true, notified:false, skipped_reason='user_muted'
- Asserts no notification_channels SQL is issued on the mute path
- Asserts no outbound fetch() is called (no personal or global send)
- Asserts user_route_fallback is absent from output (mute != fallback)
- Uses _INTERNALS test seam to call dispatchUserRoute directly
- Behavioral guarantee for D-12/ROUTE-05 enforced by CI, not just grep
- New public method fetches binary photo from Graph /users/{id}/photo/$value
- Returns { bytes, contentType } on 200, null on 404 (no photo)
- Throws on other non-2xx for upstream caller to map to 502/503
- Reuses getToken() OAuth2 cache; no retry (best-effort per D-26)
- Existing methods (getToken, fetchJson, getUsers, etc.) untouched
Builds on the env-var INTEGRATIONS_DISABLED shipped with the nav-design
overhaul. Adds a DB-backed admin UI so operators can flip integrations
without editing .env and restarting the container, plus the remaining
visual cleanup items from the design backlog.
Integration toggles
- Migration 081 — integration_settings table (key PK, disabled flag,
reason, disabled_by audit, disabled_at). Seeded with all 13 known
integrations as enabled.
- GET / PATCH /api/admin/integrations — gated by requirePermission
(admin, access). PATCH clears the in-process integration-health
cache so toggles take effect within seconds.
- /admin/integrations admin page with a Switch per integration, optional
reason input, audit-info subtitle (disabled by, when, why), live
status light from /api/dashboard/integration-health.
- integration-health service merges env-var disable list with DB rows;
degrades gracefully if migration unapplied / DB unreachable.
- Wired into the Admin nav dropdown (eight items now).
- CLAUDE.md describes both env + DB sources.
Sticky first column on tables
- Table primitive accepts stickyFirstColumn?: boolean. When true, TH
and TD :first-child stay pinned during horizontal scroll, with
background inheritance preserving hover and selected row tints.
- DataTable exposes the prop too — on by default for paginated tables.
- /addigy-devices opts in.
Dark-mode contrast
- --border lifted from 10% to 14% in .dark; --input from 15% to 18%;
--sidebar-border to 14%.
- StatusLight outline ring lifted from /10 to /15 (light) and /20 (dark).
- DetailModal empty-cell em-dash lifted from /40 to /70 so missing
values are legible on dark surfaces.
DESIGN.md
- Closed sticky-first-column, dark-mode contrast, and palette-audit
items (palette deprioritized — most uses are semantic).
- Skeleton helpers documented as preferred for new code; existing
ad-hoc patterns left in place.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Major UI refresh on the nav-design-improvements branch. Drops 2013-era
inline styles and consolidates patterns behind shared primitives.
Foundation
- New Wulf brand layer in app/styles/brand.css repointing --primary to
the standards-guide blue (#0075AD) with utility classes for numerics
(.num / .num-lg / .num-xl), metric labels, surface tints, and the
wolf-mark watermark
- Switch primary face to IBM Plex Sans + IBM Plex Mono via next/font;
Helvetica/Arial stays in the fallback chain for brand fidelity
- Wordmark subtitle changed from "PSA Management System" to
"Operations console" everywhere it appeared
- Tagline footer ("Don't be afraid to cry") on every non-mobile page
Status moved out of /dashboard
- New /status route with integration tiles grouped by category, sync
health table, worker pulse cards (analyzer / RMM / sync scheduler),
token-expiry section, conditional alert banner
- Top-bar StatusIndicator polls integration health every 60s and links
to /status
- INTEGRATIONS_DISABLED env var suppresses operator-disabled
integrations (e.g. SentinelOne) — no failure noise from broken-on-
purpose entries. Aliases supported (sentinelone → s1, etc.)
Dashboard rebuilt around KPIs
- /api/dashboard/overview adds today snapshot (opened, resolved, open
total, SLA breaches) with delta math
- /api/dashboard/trends backs queue × priority heatmap, 30-day volume
area chart, 30-day mean resolution time line chart, today's active
engineers leaderboard
Components
- StatusBadge driven by lib/status-registry.ts (priority, ticket
status, classification, source, company type, publish, active /
yes-no / billable / approved registries)
- StatusLight (8px geometric square, five states, three sizes)
- EmptyState (shared dashed panel with icon + headline + optional CTA)
- KpiCard with delta indicator and tonal left border
- WulfMark (mark / wordmark variants from /public/branding)
- Skeleton helpers (SkeletonRow / Rows / Card / Chart / Header / Table)
Navigation
- Admin flat link → dropdown with seven shortcuts
- New UserMenu (initials avatar, role badge, settings + sign-out)
- Active-route highlight is now a 2px Wulf-blue underline echoing the
PageHeader rule (consistent across flat links and submenu triggers);
active children inside dropdowns use bg-primary/10
- Submenu width is content-driven (min-w 320 / max-w 440, single col)
- Mobile hamburger via Sheet, reuses the same nav config
Pages migrated
- 16 admin sub-pages adopt PageHeader (with accent prop)
- /addigy-devices: shadcn Table + Checkbox; PageHeader; status badges
- 10 raw <table> blocks across admin/sync/* migrated to shadcn Table
- /veeam-analysis migrated to shadcn Table (kept its expansion logic)
- Detail routes (analyzer ticket, analyzer analysis) get breadcrumbs
DataTable
- Rewritten on @tanstack/react-table v8 in manual mode; external API
unchanged so all 10+ data-browser pages keep working
- New optional props for drill-down rows: getRowCanExpand + renderSubRow
Mobile
- Multi-select Popover gets max-w-[calc(100vw-1rem)] and
collisionPadding so dropdowns can't overflow narrow viewports
- CI filter bar wraps and shrinks; stat pill flows below
Docs
- New ARCHITECTURE.md (load-bearing reference for runtime, data flow,
workers, analyzer pipeline, auth, deployment, gotchas)
- New DESIGN.md (tokens, layout, navigation IA, component vocabulary,
rolling backlog of remaining cleanup)
- CLAUDE.md refreshed with pointers to the two new docs and the
INTEGRATIONS_DISABLED operator config note
- shadcn registry registered as project-level MCP server (.mcp.json)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
A container restart leaves analyzer_jobs rows stuck in
fetching/triaging/itglue/analyzing/deep_review forever — the worker's
claimQueuedJob only picks up status='queued', so a job mid-pipeline
when the process died gets orphaned.
resetStaleJobsToQueued() reverts any active-state row whose started_at
is older than 10 min back to 'queued' with started_at=NULL. The worker
calls it once on start() before scheduling the first poll. 10 min is
3x the realistic pipeline ceiling — well past Sonnet+Opus combined.
Logs the count when nonzero so restarts that recover work are visible.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
IT Glue's /flexible_assets endpoint refuses requests without a
filter[flexible-asset-type-id] (returns 422 "Cannot index flexible
assets without providing a flexible asset type ID filter"). The
analyzer's Stage 2 search was caught and tolerated, but never returned
docs.
Added getFlexibleAssetsForOrganization(orgId) on ITGlueClient. It
fetches the type list once per process (memoized), then fans out
per-type fetches with Promise.allSettled so a permission-restricted
type doesn't poison the whole org. Wired into itglue-search and
aggregate-persistence.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
sendAnalysisShareEmail() reuses the existing nodemailer SMTP transport
(same path as magic-link/invitation mail). Share route persists the
audit row first, then attempts send; on failure returns
{share, emailSent:false, emailError} at HTTP 200 so the audit log
stays intact. Modal surfaces send failures as a warning toast.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- 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
- 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
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>
- Autotask REST API doesn't expose ClassificationIcons endpoint
- Created migration to populate 17 standard classification icons
- Removed sync button from UI (classifications are pre-loaded)
- Includes: Tools Only, Co-Managed, Wulf 365 Essentials, Partner, etc.
- Users can now select any classification to exclude from kiosk
- Created company_classifications table to store Autotask classification icons
- Added getClassificationIcons() method to AutotaskClient
- Created /api/sync/classifications endpoint (GET/POST)
- Updated kiosk settings UI to dynamically load classifications
- Added 'Sync from Autotask' button to pull latest classifications
- Removed hardcoded classification list
- Display classification name and description in checkboxes
- Allow excluding any classification synced from Autotask
The scheduled sync was using AUTOTASK_INTEGRATION_CODE but the actual
environment variable is AUTOTASK_API_INTEGRATION_CODE. This caused
scheduled syncs to fail with 'IntegrationCode is invalid' while
manual syncs worked fine.
Changed:
- AUTOTASK_INTEGRATION_CODE -> AUTOTASK_API_INTEGRATION_CODE
This aligns the scheduler with autotask-factory.ts which was already
using the correct variable name.
Fixed critical logic bug where Companies and Resources were not getting
proper filters applied when falling back from incremental to full sync.
Root Cause:
- During scheduled incremental sync, Companies and Resources correctly
identify they don't support incremental sync
- However, the filter-building logic was in an else block that only
executed for non-incremental syncs
- This caused Companies and Resources to sync with NO filters at all
- Autotask API now rejects queries without filters, returning:
'Value cannot be null. Parameter name: filters'
Fix:
- Restructured logic so filter building happens for BOTH:
1. Non-incremental (full) syncs
2. Incremental syncs that fall back to full sync
- Companies and Resources now get active filters applied even during
scheduled incremental syncs
This resolves the scheduled sync failures for Companies, Resources,
and all other entities that were failing due to the cascading effect
of early failures.
Companies and Resources entities in Autotask API do not support
date-based filtering for incremental syncs. When attempting incremental
sync, Autotask returns errors:
- Companies: 'Unable to find lastTrackedModificationDateTime'
- Resources: 'Unable to find lastModifiedDate'
Solution:
- Skip incremental sync for these entities
- Always perform full sync for Companies and Resources
- Log informational message when falling back to full sync
- Other entities continue to support incremental sync normally
This prevents sync failures while maintaining data freshness for
Companies and Resources through full syncs.
Fixed TypeScript errors in sync-scheduler:
- Added constructor to initialize SyncService with AutotaskClient
- Fixed AutotaskConfig property names (password, apiIntegrationCode)
- Changed method calls to match SyncService API (incrementalSync, fullSync)
- Fixed syncService references to use this.syncService
This resolves build errors preventing Docker image creation.
