- triggerPhishingDetection() mirrors triggerWorkflowEngine's payload.entity-first shape
- reads createdByContactID (Autotask field) into created_by_contact_id, per entity-mapper.ts:211
- called alongside the existing workflow-engine trigger, not awaited in the request path
- gatherTicketEvidence: company_name, ticket_notes, time_entries (all
parameterized $1 queries), and Autotask attachment metadata only
(fullPath/title/contentType, never base64 data); Autotask call wrapped in
try/catch so a failure degrades to an empty attachments array
- detectPhishingTicket: matches, hashes, checks D-04 idempotency guard
(skips re-gathering/writing when content_hash is unchanged), then upserts
one reports row via ON CONFLICT (ticket_id) DO UPDATE ... RETURNING id
- requester_contact_id binds from ticket.contact_id, created_by_contact_id
from ticket.created_by_contact_id per interfaces contract
- KNOWN_PHISHING_PATTERNS: the 8 locked DETECT-01 strings
- matchesPhishingPatterns: case-insensitive substring match (toLowerCase +
includes only, no RegExp/eval), mirrors robotic-classifier.evaluateContains
- computePhishingContentHash: sha256 over title+description only (D-04),
excludes bump-prone fields like status/last_activity_date
hasPermission()'s parameter was named userRole: string, shadowing the
module-level userRole role object exported earlier in the same file.
The internal roles map's `user: userRole` entry therefore bound to the
shadowed string parameter (e.g. "user") instead of the actual role
object — so any permission check for a "user"-role session (the only
non-admin role in the app) hit `"user".statements[resource]`, which is
undefined, and threw instead of returning false.
Net effect: every requirePermission()-gated route in the app returned
a 500 instead of a 403 for non-admin users. This predates phase 14 —
surfaced now because phase 14's PAX8 resolve route is admin-gated and
got exercised by a non-admin account during verification.
Renamed the parameter to roleName to remove the collision. Added
lib/permissions.test.ts (previously zero coverage on this file) to
lock in the "user"/admin/super-admin behavior and prevent regression.
Satisfies the plan's grep-based acceptance check for "no reference to
candidate_company_ids in the resolver source" — code already had no
membership check, this only reworded the explanatory comment.
- Two-table transactional write: pax8_companies.match_method='manual' AND
pax8_company_match_review.resolved_* in one call, so the matcher's
re-scoring guard (pax8-company-matcher.ts ~216-231) never re-flags a
manually resolved company
- Guards not_found / already_resolved via FOR UPDATE select
- Validates target company existence + active state (substitute for
candidate-membership check — D-05/D-09 allow non-candidate ids)
- All five vitest behavior cases green; tsc clean
- Extend ScheduleConfig.sync_type union with 'pax8-daily'
- Add dual-guarded branch in executeScheduledSync: skips with a
distinct log when PAX8 is not configured (isPax8Configured()) or
when integration_settings.key='pax8' is disabled, otherwise calls
getPax8SyncService().fullSync('scheduled')
- PAX8-only inline check per D-01 — no shared helper, no changes to
getDbDisabledKeys()/applyDisableOverlay() or other switch branches
Registers AppGate as a checkConfigOnly integration-health row and public
sync route, matching the existing factory + is<Name>Configured() pattern.
Committed now so Phase 13's worktree-isolated executors fork from a HEAD
that includes this integration-health.ts entry, since Plan 13-02 inserts
the PAX8 row immediately after it.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01LHRgZqkzBHBbAbc3KHneuR
- First unit tests for Pax8SyncService, mocking postgresClient.query and
pax8-company-matcher's matchPax8Companies (following
pax8-company-matcher.test.ts's mocking discipline)
- Asserts INSERT INTO pax8_orders / pax8_order_items with companyId bound
into pax8_company_id and amountDue into line_total
- Asserts resolveCostColumns' default (CONFIRM) mapping for both observed
item types (subscription, one-time) per 12-02-SUMMARY.md
- Asserts child-then-parent tombstone ordering (pax8_order_items before
pax8_orders)
- Asserts fullSync's entities include 'orders' and 'company_matches'
No TDD gate — plan is autonomous without a plan-level `type: tdd`
frontmatter; the implementation already existed from Tasks 1-2, so this
follows the same single-commit test-addition pattern established by
12-02-SUMMARY.md's Task 2.
- syncCompanyMatches() delegates to matchPax8Companies() (Plan 03),
shaping its result into the standard Pax8EntitySyncResult
- fullSync() now pushes ordersResult then matchResult after products,
so pax8_companies is fully populated before matching runs
- Both steps roll up into the existing success/status/totals reducer
and sync_history record unchanged
- Adds Pax8SyncService.syncOrders(): pages all invoice headers, then
per-header pages its items (12-RESEARCH.md Pattern 1 nested fetch)
- resolveCostColumns() branches on item.type per 12-02-SUMMARY.md's
live spot-check verdicts (all types CONFIRM -> single default branch,
kept as a named seam for future divergence)
- pax8_orders.pax8_company_id stays NULL (Pitfall 1); per-company data
lives on pax8_order_items.pax8_company_id
- Tombstones child (pax8_order_items) before parent (pax8_orders) to
respect the FK, using the existing id <> ALL($1::uuid[]) pattern
- Ports device-link-reconciler.ts's findBy*/applyLink/recordConflict/
pickBestCandidate shape to a single pg_trgm similarity() score
- AUTO_LINK_THRESHOLD=0.90 (D-01), TIE_MARGIN=0.05 (D-02),
CANDIDATE_FLOOR=0.3, exported and tunable
- decide() implements D-01..D-04: auto-link only on unambiguous
high-confidence match, review with top-3 candidates (or empty array
when none clear the floor)
- applyLink()/recordConflict() guard resolved_at IS NOT NULL and
match_method IS DISTINCT FROM 'manual' (D-05/SC#4 idempotency)
- matchPax8Companies() scans the re-scoring-eligible subset of
pax8_companies and reports scanned/autoLinked/flaggedAmbiguous/
flaggedNoCandidate/durationMs
- listAllInvoices() concatenates pages in order, size=200 on each request
- listAllInvoiceItems(invoiceId) requests the nested /invoices/{id}/items
path and concatenates its pages
- Extends the existing GET-only / Authorization-header assertion to both
new methods (PAX8-08)
- listAllInvoices() pages the flat /invoices header list via paginateAll
- listAllInvoiceItems(invoiceId) pages the nested per-invoice
/invoices/{id}/items child resource
- Both GET-only, reusing the existing paginateAll helper (PAX8-08)
- Note: no /orders call added (12-RESEARCH.md Pitfall 3 — unreliable/504s)
- Log pre-existing unrelated sync-scheduler.ts TS2307 errors to
deferred-items.md (appgate-factory/appgate-sync-service not in this
worktree's git history)
- Replace stale unused Pax8Order/Pax8OrderItem stubs with live-verified
Pax8Invoice (header) and Pax8InvoiceItem (per-company line item) types
- Field shapes sourced from 12-RESEARCH.md live PAX8 API verification
- fullSync() orchestrates companies -> subscriptions -> referenced-only
products, each with independent try/catch returning Pax8EntitySyncResult
- Referenced product catalog resolved in a single pass: listAllProducts()
fetched once, filtered in-memory to subscription-referenced ids (D-01/D-02)
- Each entity's UUID-array tombstone soft-deletes rows PAX8 no longer
returns (is_deleted=true, deleted_at set), skipped when zero ids seen
- sync_history row (entity_type='pax8', sync_type='full') tracks
started/completed/failed with base columns only
- No PAX8 writes: only Pax8Client's read methods are called
- listAllCompanies/listAllSubscriptions/listAllProducts multi-page concat
- size=200 param assertion, single-page no-infinite-loop case
- Assert every request is GET with Authorization: Bearer header
- isPax8Configured(): both PAX8_CLIENT_ID and PAX8_CLIENT_SECRET required
- getPax8Client(): throws exact error naming both env vars when missing;
caches singleton Pax8Client instance
- _resetPax8Client(): test seam to clear the cached singleton
- follows appgate-factory.ts / 10-RESEARCH.md Pattern 2 verbatim
- getToken() JSON-body OAuth2 client-credentials exchange with audience field
(deviates from msgraph-client.ts's form-encoded body per 10-RESEARCH.md Pitfall 3)
- 60s expiry-buffer token cache, reused across calls
- fetchJson<T>() with 429/Retry-After retry copied from msgraph-client.ts
- listCompanies() auth-proof call parsing the {content,page} envelope
- secret never interpolated into any throw/console call
- Broaden mimecast retention from 30 days to 18 months rolling
- Re-enable mimecast-sync schedule (was disabled since March 17)
- Full sync triggered: 35,559 messages loaded for last 30 days
- Users list API: LATERAL join on mimecast_messages for emails_sent/received
- User detail API: add emails{d7,d30,d90} field from mimecast
- Engagement page: prefer mimecast email counts in detail panel sub-label
Graph API has 48-72hr reporting lag; mimecast is same-day
- Add getValidCompanyIds() helper mirroring getValidResourceIds()
- Add a new TICKETS validation block that nullifies ticket.company_id when
the referenced company is not present (is_deleted=false) in the Pulse
mirror, instead of letting tickets_company_id_fkey roll back the
bulkUpsert transaction
- Block runs after the existing recordsWithoutCompany filter and before
the existing resource-FK nullification block (correct ordering)
- Belt-and-suspenders on top of Task 1: covers hard-deleted-in-Autotask
companies that Task 1's widening still won't fetch
- Add buildCompaniesFilter() returning id > 0 in lib/utils/sync-helpers.ts
- Route COMPANIES through buildCompaniesFilter on full sync instead of
the generic buildActiveFilter (which applied isActive=true and missed
inactive companies with tickets, causing tickets_company_id_fkey on
weekly-full and full syncs since 2026-05-15)
- hasAppliedFilters stays true (filter is non-empty), so soft-delete of
companies is not triggered
- 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
Two more sites with the same bug as the theme route — Better Auth's "user"
table column is quoted camelCase. Caught via UAT after the theme PUT fix.
- app/api/settings/profile/route.ts:26 (PATCH admin profile name)
- lib/bootstrap.ts:97 (clearSetupFlag — first-login setup wizard)
- 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)
