- 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
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
- 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)
GET /api/openclaw/datto-rmm/sites
GET /api/openclaw/datto-rmm/devices (filters: siteUid, online, deleted, page, limit)
GET /api/openclaw/datto-rmm/devices/[uid]
GET /api/openclaw/datto-rmm/devices/[uid]/audit (always live)
GET /api/openclaw/datto-rmm/alerts (filters: resolved, siteUid, deviceUid, limit)
GET /api/openclaw/datto-rmm/alerts/open
- All protected by x-openclaw-key header
- Default: queries Pulse DB (datto_rmm_devices/alerts/sites tables)
- ?live=true: proxies to Datto RMM API via DattoRMMClient
- Responses include source:'db'|'live' for data freshness awareness
All mobile dashboard and ticket list queries now INNER JOIN companies
on user_defined_fields->>'MSP Service Model' = 'Wulf Managed', scoping
all stats (open total, by priority, by queue, SLA, recent activity)
and ticket list to managed clients only. 349 open tickets in scope.
- API: marks note_type 13,91,93,94,99,101 as is_system=true
(13=workflow rule fired, 91=workflow templates, 99=RMM system notes,
93/94=merge/absorb, 101=other system)
- Frontend: system notes filtered out by default; 'Show system' toggle
in timeline header reveals them
- Time entry expanded card uses bg-muted/border-border (dark-mode safe)
instead of hard-coded bg-blue-50 which was unreadable in dark theme
- Priority labels and colors corrected to match actual Autotask values
- Status labels expanded to full set
- API: replaced hardcoded wrong map (1=Critical etc) with JOIN on priorities table
- API: sorted by count DESC instead of priority value
- Frontend: PRIORITY_COLOR/TEXT maps updated to cover all 10 actual Autotask values (1-11)
- Middleware: added /api/mobile to publicRoutes (was getting auth-redirected)
- API key auth via x-openclaw-key header (OPENCLAW_API_KEY env var)
- GET /api/openclaw/sync/status
- POST /api/openclaw/sync/autotask/incremental
- POST /api/openclaw/sync/autotask/full
- POST /api/openclaw/sync/autotask/entity { entities: [...] }
- POST /api/openclaw/sync/datto-rmm { syncType: full|incremental }
- POST /api/openclaw/sync/sentinelone
- POST /api/openclaw/sync/veeam { syncType: full|incremental }
- POST /api/openclaw/sync/zoom
- POST /api/openclaw/sync/engagement
- POST /api/openclaw/sync/qbo { syncType: full|incremental }
- POST /api/openclaw/sync/zabbix
- POST /api/openclaw/sync/itglue
All routes bypass Better Auth middleware, delegate to existing sync services
- 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
- Fixed settings API to parse excluded_classifications as array
- Fixed companies API response handling (returns {companies: []} not array)
- Resolves TypeError: excluded_classifications.filter is not a function
- Resolves TypeError: s.sort is not a function
- Added classification column to companies table
- Created excluded_classifications setting (default: Tools Only)
- Updated kiosk stats and activity APIs to filter by classification
- Added comprehensive classification filtering UI with checkboxes
- Support for common classifications (Tools Only, Wulff Consulting Client, Customer)
- Allow custom classification entry
- Fixed company name display in settings (convert string IDs properly)
- Classification filtering works alongside company ID exclusions
- Created kiosk_settings table for configuration storage
- Added API endpoints for kiosk settings (GET/POST)
- Filter out co-managed clients (configurable company exclusions)
- Built comprehensive settings UI at /kiosk/settings
- Allow excluding specific companies from kiosk display
- Configurable cycle interval, refresh interval, and RMM alert toggle
- Updated dashboard link to point to settings page
- Applied company exclusion filter to all ticket queries and activity feed
- Default excludes Thrasher Group (ID: 29861361)
- Show company name and ticket title for top 3 tickets per category
- Critical tickets sorted by priority then create date
- Waiting tickets sorted by oldest activity
- Stale tickets sorted by oldest activity
- Overdue tickets sorted by most overdue
- Closed tickets sorted by most recent
- Adjusted card layout to accommodate ticket list
- Created /kiosk route with full-screen display
- Added API endpoints for stats and activity feed
- Built cycling KPI display with 12 metrics
- Added scrolling ticker for ticket activity
- Implemented UI-configurable cycle interval (3-15s, default 7s)
- Focus on critical tickets and business metrics
- Added navigation link from dashboard
- Dark theme optimized for TV viewing
When includeUnmapped=true, the mapping APIs now populate the
auvik_tenants and rmm_sites tables with all fetched data.
This ensures accurate mapped/unmapped counts on the dashboard.
- Created auvik_tenants and rmm_sites tables
- Added /api/sync/tenants-sites endpoint to sync all tenants from Auvik
and all sites from Datto RMM for accurate mapped/unmapped counts
The companies were being returned with database column names (snake_case)
but the TypeScript Company interface expects camelCase. Added transform
function to convert column names, fixing the localeCompare error in
mapping pages.
- Added tableExists helper to check if tables exist before querying
- Gracefully handle missing auvik_tenants, rmm_sites, and quotes tables
- Return partial data when some tables are missing
- Created /api/dashboard/stats endpoint that queries local PostgreSQL only
- Updated companies API to use cached database instead of Autotask API
- Dashboard now loads instantly from cached data instead of waiting for external APIs
- Scheduled syncs keep data fresh throughout the day
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
- 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.
- 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
- 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
