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

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.
Central region scoping: SITE_NAMES and GROUP_NAMES in .env are applied to every SDP query, and each ticket is also re-checked locally.
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).
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.
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.
Table layout: totals moved to the left so they don't get cut off; the auth panel text is wider.
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.
Small fixes: [hidden] CSS bug (Refresh now showed when disconnected); a misplaced comment in server.js.
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.
Credits: page footer, README, package.json contributors, server.js header. Isaac Godin keeps the design credit.
License: MIT (LICENSE copyright Skylar Grant; package.json now says MIT, not ISC).
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.

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

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