# Session summary: 2026-10-15

A Claude Code session that turned the closed-ticket board into a dashboard. Background is in `CLAUDE.md`, `docs/ROADMAP.md` and `docs/NOTES.md`.

## Where things stand

The dashboard is running and working against live SDP data for the central region. All the work below is in the working tree. The last few files (`CLAUDE.md`, `docs/`, `SESSION.md`) may still be uncommitted.

## What was built, in order

1. **Dashboard redesign** (`index.html`, `tickets.js`, `boardService.js`): stat tiles; a technician × status table with Total open and Closed today columns; the live closed feed in a side column; a "Sound on close" toggle, on by default; Refresh now. The table refreshes every `WORKLOAD_MINUTES` (default 5). The closed watcher still checks every minute.
2. **Central region scoping:** `SITE_NAMES` and `GROUP_NAMES` in `.env` are applied to every SDP query, and each ticket is also re-checked locally.
3. **Unassigned requests counter:** `UNASSIGNED_EXCLUDED_STATUSES` mirrors the ManageEngine "Central Region Unassigned" view. **Verified to match the view exactly.** The debug list is kept but hidden (`SHOW_UNASSIGNED_LIST = false` in `index.html`).
4. **Weather card** (`src/weather.js`, `/api/weather`): OpenWeatherMap current weather and 5-day forecast with icons, using `OWM_API_KEY` and `OWM_ZIP_CODE`, cached for 10 minutes. Working.
5. **Sign-in changes:** the Zoho page opens in a new tab, the button only appears once the device code exists, and the page checks quickly after Connect is clicked.
6. **Table layout:** totals moved to the left so they don't get cut off; the auth panel text is wider.
7. **SDP query fixes:**
   - `greater_than` → `greater than`. The wrong spelling made SDP ignore all the criteria and return about 124k tickets.
   - Paging now dedupes by ID and stops early when the total can't be reached.
   - The "partial" note now names which query was cut off.
   - **Verified fixed:** the "partial" note is gone.
8. **Small fixes:** `[hidden]` CSS bug (Refresh now showed when disconnected); a misplaced comment in `server.js`.
9. **README rewritten**, with new screenshots in `images/`. `1.png` and `2.png` are rendered with sample data; `4.png` is from the live server; `3.png` is unchanged.
10. **Credits:** page footer, README, `package.json` contributors, `server.js` header. Isaac Godin keeps the design credit.
11. **License:** MIT (LICENSE copyright Skylar Grant; package.json now says MIT, not ISC).
12. **Repo structure for working with Claude:** `CLAUDE.md`, `docs/ROADMAP.md`, `docs/NOTES.md`.

## Settings added to `.env` this session

`SITE_NAMES`, `GROUP_NAMES`, `UNASSIGNED_EXCLUDED_STATUSES`, `WORKLOAD_MINUTES` (optional), `OWM_API_KEY`, `OWM_ZIP_CODE`. All are documented in `src/env.example` and the README.

## Known issues

- **The Zoho token expires after about an hour and is lost on restart.** `auth.js` throws away the `refresh_token`. This is the first thing to fix before hosting.
- On a typical screen the status table scrolls sideways ("Need Info" gets cut off), because the page is capped at 1,320px.
- Anyone who can reach the URL can see the data and click Connect or Refresh. That's fine locally, not when hosted.

## Next steps

Planned direction: hosted, multi-region, per-user. See `docs/ROADMAP.md`.

1. **Phase 1:** store and auto-renew the refresh token, save it so it survives restarts, and make Connect and Refresh admin-only.
2. **Phase 2:** regions as configuration in SQLite, with the current `.env` settings as the first region, "Central", plus a region switcher.
3. Then user sign-in, admin pages and Docker.

**Answer these before phase 3:**
- Are regions a security boundary or a convenience?
- Microsoft or Zoho sign-in for staff?
- Does SDP restrict technicians to certain sites?

## To pick up

Start a Claude Code session in this repo and say something like: *"Read SESSION.md and docs/ROADMAP.md, then start phase 1."*