Three independent changes that together stop the mobile re-auth churn:
- app/layout.tsx: add appleWebApp metadata so iOS "Add to Home Screen"
launches Pulse in true standalone mode (own cookie jar, persists
across Safari memory pressure)
- components/auth/sign-in-form.tsx: when /auth/sign-in mounts and
?callbackUrl starts with /mobile, auto-call authClient.signIn.social
for Microsoft. With an active M365 browser session this redirect is
silent — the user lands on /mobile/* with no tap.
- app/auth/sign-in/page.tsx: wrap SignInForm in <Suspense> (required
by Next.js 16 because SignInForm now uses useSearchParams)
Pairs with operator-side env bump SESSION_TIMEOUT_SECONDS=2592000
(30 days, .env files are gitignored — applied on the running container
via docker compose up -d --force-recreate app).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- AnalyzerStagePips: 3-dot stage indicator with caret separators, sr-only accessibility label
- ConfidenceBadge: High/Medium/Low buckets (0.85/0.65) with green/amber/slate tones, dark mode
- AnalyzerRowSkeleton: Card-wrapped skeleton matching row shape (no border-l-4 per D-11)
- AnalyzerFeedRow: Full card row with header/title/summary/footer, Link to /mobile/analyzer/[id]
The soft reset to 77073ba inadvertently staged deletions of all phase 2
and 3 artifacts. This commit restores them from their source commits so
subsequent task commits build on the complete prior-phase foundation:
- components/mobile/{BottomNav,HeaderBar,KpiCardMobile,MoreDrawer,NeedsAttentionStrip,WorkerStatusRow}
- app/mobile/layout.tsx, dashboard/page.tsx, analyzer/page.tsx
- app/api/mobile/dashboard/route.ts
- All .planning/** files from phases 01-04
- CLAUDE.md, app/layout.tsx, app/styles/brand.css, public/manifest.json
- KpiCardMobile: phone-sized KPI card with label/value/caption; tone='attention' adds destructive left border
- NeedsAttentionStrip: horizontal-scroll strip of compact attention cards; renders null when items=[]
- WorkerStatusRow: 3-cell status row with emerald/amber/destructive status dots, each linking to desktop admin
- All three are pure presentational client components; no fetch, no recharts, no new state libraries
The Radix NavigationMenu uses a single shared viewport centered under
the full nav list. Opening a right-side submenu (Analyzer, Admin)
positioned the dropdown panel far to the left, so moving the mouse to
reach it crossed other triggers and closed it mid-way.
Switch all items-with-children to DropdownMenu, which positions each
panel directly under its own trigger. Keeps the same visual style
(navigationMenuTriggerStyle, ChevronDown, item layout with icon +
description) and active-state highlighting.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two follow-ons after the ⌘K palette:
StatusIndicator → Popover
- The top-bar status light is no longer a direct link to /status.
Clicking it opens a popover with grouped issues (failing
integrations, expired tokens, expiring tokens) so a quick glance
answers "what's broken" without leaving the current page. A "View
full status" link at the bottom routes to /status when needed.
- The trigger keeps the same color rollup so the visual hint is
visible without opening the popover.
DataTable → CSV export
- Optional `exportable` + `exportFilename` props add an "Export CSV"
button next to the search bar. Default behavior exports the current
page; pass `onExportAll` for server-side full-result downloads.
- Built client-side from column defs (label → header, raw value →
cell). BOM-prefixed UTF-8 so Excel decodes correctly. Quoting +
escape handled.
- Enabled on /admin/data-browser/{companies,tickets} as initial demos.
Other data-browser pages opt in by adding two props.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds a global command launcher reachable from anywhere via ⌘K (Mac) /
Ctrl+K (Win), or "/" when no input is focused. Three sections:
- **Navigation** — every primary route from the top-bar nav, plus the
full Admin sub-menu, role-gated against the session.
- **Recent activity** — last 5 audits and last 5 device observations,
lazy-loaded once on first open from /api/dashboard/overview.
- **Companies** — fuzzy search against the active customer list from
/api/companies, kicks in once the user types 2+ characters.
Selecting a company deep-links to /configuration-items?company=<id>.
Top-bar exposes a small "Search · ⌘K" pill on md+ for discoverability,
sized to fit between the Status indicator and the Theme toggle.
Implementation:
- shadcn `command` primitive (uses cmdk under the hood); declined the
bundled dialog overwrite to keep our existing dialog.tsx.
- CommandPalette mounted once in app/layout.tsx so it lives outside the
AppNavigation re-renders.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Each worker card on /status now renders a stacked-bar histogram of the
last 24 hourly buckets — successes from the bottom up in primary blue,
failures from the top down in destructive red, idle hours as a thin
baseline. Heights normalise to the loudest hour in the series so quiet
workers still show shape.
- /api/status/workers: extended the response with activity24h per
worker, computed via a generate_series CTE joined to analyzer_jobs /
rmm_executions / sync_history (zero-fill so the 24-bucket shape is
consistent regardless of activity).
- ActivitySparkline (components/status/activity-sparkline.tsx) — pure
flex-end bar strip, no recharts dependency, 32px tall by default.
- WorkerPulse renders the strip below the in-flight / 1h tiles with
"24h ago" / "now" labels.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
Radix Checkbox renders as <button role="checkbox">, which we were nesting
inside the option <button>. Browsers can swallow the outer click in that
arrangement despite pointer-events-none on the inner element. Replaced the
option with <div role="option" tabIndex={0}> and an inline non-button
visual checkbox (square + Check icon when selected). Keyboard support
(Enter/Space) preserved.
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>
- /analyzer/tickets — period chips (today/yesterday/this+last
week/30d/60d/all), client + issue-type Selects, debounced search,
per-row Analyze/Re-analyze plus View shortcut when an analysis
already exists.
- API: /api/analyzer/tickets/list (period/companyId/issueType/search,
paginated via COUNT(*) OVER) and /filter-options (companies that
actually have tickets, active issue types).
- ProseText helper in analysis-view splits on blank lines and renders
each chunk with leading-7 — Summary, Next Step, rationale, and
Post-Resolution now have proper paragraph rhythm. Next Step card
re-styled with bg-primary/5 tint, ArrowRight icon, and an indented
rationale block.
- Top-level "Analyzer" nav menu (Browse Tickets + Needs Review).
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
- 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
- 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)
- 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
- Enable Better Auth middleware (was bypassed with return NextResponse.next())
- Re-enable AuthProvider in root layout
- Add public routes for webhooks, sync, kiosk, QBO, legal, health endpoints
- Set Microsoft Entra ID credentials and production Better Auth URLs
- Hide Engagement and Admin nav sections from non-super-admins
- Fix auth DB columns: snake_case → camelCase for Better Auth compatibility
- Add twoFactorEnabled column to user table
- Formatted tab: grouped sections (Overview, Parties, Classification, Dates, System)
- ID-to-label resolution for status, priority, source, queue, company type
- Elegant bordered table layout with muted label column
- Clickable phone/URL fields, monospace IDs, formatted dates
- Description rendered in its own block for tickets
- Raw tab: all fields with monospace keys, copy-on-hover
- Auto-detects ticket vs company data for appropriate grouping
- Shadcn Tabs, Separator, Badge used throughout
- Removed sm:max-w-lg default that was overriding max-w-7xl in DetailModal
- DialogContent now respects whatever max-w class is passed via className
- Fixes data browser detail modal not widening as expected
