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sdp-request-watcher/SESSION.md
Skylar Grant 3e79a24efd .
2026-10-15 19:07:07 -04:00

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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

  • 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 still see the data (Connect and Refresh are admin-only now). That's for the auth rebuild to solve.

Phase 1 done (later the same day)

  • auth.js keeps the refresh_token and adds refreshAccessToken(). boardService.js renews the access token 5 minutes before it expires (once, even when checks overlap), and resume() restarts from data/token.json at boot (src/tokenStore.js; TOKEN_FILE to move it). A revoked sign-in drops back to the Connect screen.
  • /api/connect and /api/check are admin-only: ADMIN_KEY via the page's Admin button, or localhost only when no key is set. /api/state hides the device code from non-admins and reports isAdmin.
  • Verified with stubbed axios and a stubbed page DOM, not yet against live Zoho. To check live: connect, restart the server, and confirm it comes back live without Connect. Then wait more than an hour and confirm "Access token renewed" appears in the log.

Plan change

Phases 2 to 5 are dropped. The whole auth process is being rebuilt to run on a server instead of locally, and the roadmap will be redrawn around it. Don't start any of the old phases. Phase 1 (token renewal, saved sign-in, ADMIN_KEY) still works today, but the rebuild may replace it. See docs/ROADMAP.md.

Next steps

  1. Check phase 1 against live Zoho (steps above), then commit it so the board keeps running in the meantime.
  2. Plan the server-based auth rebuild and rewrite the phases in docs/ROADMAP.md around it.

To pick up

Start a Claude Code session in this repo and say something like:

"Read SESSION.md and docs/ROADMAP.md. The old phases 2 to 5 are dropped, and I'm rebuilding auth to run on a server instead of locally. Help me plan that rebuild and redraw the roadmap around it."