6eee14f8af
- 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
177 lines
4.6 KiB
Markdown
177 lines
4.6 KiB
Markdown
# PostgreSQL Autotask Sync - Setup Complete! 🎉
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## ✅ Verified Working
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### Infrastructure
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- ✅ PostgreSQL 16 container running and healthy
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- ✅ Redis cache container running
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- ✅ Next.js app container running on port 3100
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- ✅ All 14 database tables created successfully:
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- companies
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- tickets
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- tasks
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- projects
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- resources
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- contacts
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- configuration_items
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- contracts
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- billing_items
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- statuses
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- issue_types
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- sub_issue_types
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- work_types
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- sync_history
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### Code Implementation
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- ✅ PostgreSQL client service with connection pooling
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- ✅ Sync orchestration service (full/incremental/entity-specific)
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- ✅ Entity sync service for all 13 entities
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- ✅ Rate limiter (10 requests/second)
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- ✅ Entity mapper (Autotask → PostgreSQL)
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- ✅ Database utilities (upsert, soft delete, bulk operations)
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- ✅ 12 API endpoints (sync control + data queries)
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- ✅ Admin UI components (control panel, dashboard, history table)
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## 🚀 Quick Start
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### Access the Application
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- **Admin Sync UI**: http://localhost:3100/admin/sync
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- **API Base URL**: http://localhost:3100/api
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### Test the Sync (Manual)
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1. **Trigger a full sync**:
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```bash
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curl -X POST http://localhost:3100/api/sync/full \
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-H "Content-Type: application/json" \
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-d '{"triggeredBy": "manual-test"}'
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```
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2. **Check sync history**:
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```bash
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curl http://localhost:3100/api/sync/history?limit=10
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```
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3. **Query synced data**:
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```bash
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# Get companies
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curl http://localhost:3100/api/data/companies?limit=10
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# Get tickets
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curl http://localhost:3100/api/data/tickets?limit=10
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```
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### Database Access
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Connect to PostgreSQL:
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```bash
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docker compose exec postgres psql -U pulse_user -d pulse_autotask
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```
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Useful queries:
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```sql
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-- Check table counts
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SELECT 'companies' as table_name, COUNT(*) FROM companies
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UNION ALL
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SELECT 'tickets', COUNT(*) FROM tickets
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UNION ALL
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SELECT 'tasks', COUNT(*) FROM tasks;
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-- View sync history
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SELECT * FROM sync_history ORDER BY started_at DESC LIMIT 10;
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-- Check for soft-deleted records
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SELECT COUNT(*) FROM companies WHERE is_deleted = true;
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```
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## 📋 Next Steps
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### Immediate Testing (Priority)
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1. **Test sync with real Autotask data**
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- Verify Autotask API credentials in `.env.local`
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- Trigger a sync via admin UI or API
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- Monitor sync_history table for results
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2. **Verify data integrity**
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- Check foreign key relationships
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- Verify data mapping is correct
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- Test soft delete functionality
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### Production Readiness
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1. **Add error handling** (Task 6.0)
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- Comprehensive error logging
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- Retry logic for API failures
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- Better error messages in UI
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2. **Add authentication** (Task 5.17)
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- Protect sync endpoints
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- Add admin authentication
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- Secure data query endpoints
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3. **Performance testing** (Task 7.0)
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- Test with large datasets (1000+ records)
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- Verify rate limiting works
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- Check query performance
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4. **Documentation** (Task 7.13-7.17)
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- API documentation
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- Troubleshooting guide
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- Deployment instructions
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## 🔧 Troubleshooting
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### Sync Not Starting
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- Check Autotask API credentials in `.env.local`
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- Verify PostgreSQL connection: `docker compose logs postgres`
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- Check app logs: `docker compose logs app`
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### Database Connection Issues
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- Ensure PostgreSQL is healthy: `docker compose ps postgres`
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- Test connection: `docker compose exec postgres pg_isready`
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- Check credentials match in `.env.local` and `docker-compose.yml`
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### Migration Issues
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- Migrations run automatically on first PostgreSQL startup
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- To re-run: `docker compose down -v && docker compose up -d`
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- Check migration files in `/migrations` directory
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## 📊 Current Progress
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**Total: 60/122 tasks complete (49%)**
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### Completed Sections:
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- ✅ Infrastructure & Database (10/10)
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- ✅ Core Services (8/10)
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- ✅ Sync Operations (18/22)
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- ✅ Admin UI (13/16)
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- ✅ API Endpoints (14/19)
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### Remaining Work:
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- Error Handling & Logging (0/15)
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- Testing & Documentation (0/22)
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- Polish & Deployment (0/28)
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## 🎯 Success Criteria
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The sync feature is ready for testing when:
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- [x] PostgreSQL database is running
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- [x] All tables and indexes created
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- [x] Sync service can connect to Autotask
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- [x] Admin UI is accessible
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- [ ] First successful sync completes
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- [ ] Data appears correctly in database
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- [ ] Incremental sync works
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## 📝 Notes
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- PostgreSQL password is currently hardcoded in `docker-compose.yml`
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- Consider using Docker secrets or environment files for production
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- Rate limiter is set to 10 requests/second (Autotask limit)
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- Soft deletes are enabled - records are marked deleted, not removed
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- Foreign key constraints ensure data integrity
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- Migrations are idempotent and safe to re-run
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---
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**Last Updated**: 2025-10-31
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**Status**: ✅ Ready for Testing
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