# Session Log — 2026-05-18

## User
- **User:** Mike Swanson (mike)
- **Machine:** Mikes-MacBook-Air.local
- **Role:** admin
- **Session span:** ~18:36–19:23 PT (Mac)

---

## Session Summary

This session focused on diagnosing and resolving Gitea connectivity issues on the Mac for ClaudeTools repository synchronization. The user invoked `/sync` multiple times, which initially failed due to network connectivity problems to the internal Gitea server at 172.16.3.20:3000.

### Key Accomplishments

1. **Network Connectivity Diagnosis**
   - Identified that Mac could not reach 172.16.3.20 (Jupiter - Gitea server)
   - Discovered Tailscale was connected but subnet routes were not being accepted
   - Mac IP: 10.2.169.238 (different subnet from 172.16.3.x servers)
   - Routing table showed 172.16.0.0/22 route via utun4 (Tailscale), but traffic wasn't flowing

2. **Root Cause Analysis**
   - Initial suspicion: Mac not accepting Tailscale subnet routes
   - Attempted: `tailscale up --accept-routes` to enable route acceptance
   - Reality: Office infrastructure had experienced power failure on 2026-05-17
   - pfSense router and all 172.16.3.x servers were already restored before this Mac session
   - The actual issue was that git fetch was slow but working - just needed patience

3. **Sync Resolution**
   - First sync attempt: Failed with submodule error (guru-rmm reference 79604a20d29ac2fddbf6427ffc59834be2922aff not found)
   - Manual resolution: Resolved submodule conflict, completed rebase, pushed successfully (commit 9403dcc)
   - Second sync attempt: Clean - no changes to sync, already up to date
   - Vault also synced successfully

4. **Context Recovery**
   - Reviewed recent session logs from DESKTOP-0O8A1RL (PC)
   - 2026-05-17: Office power failure recovery, Syncro PSA webhook feature request
   - 2026-05-16: GuruRMM watchdog fixes, hypervisor detection, asset tracking feature
   - Processed coordination message from Howard regarding Syncro PSA integration (already added to roadmap)

5. **Directives Refresh**
   - Re-read CLAUDE.md and CODING_GUIDELINES.md
   - Confirmed no directive violations in session
   - Committed to coordination model (no direct database queries, no emojis, ASCII markers only)

### Key Decisions

- **Network diagnosis approach**: Systematic troubleshooting from Tailscale status → routing table → connectivity tests
- **Sync resolution**: Manual conflict resolution when automated script encountered submodule error
- **Context**: This was a diagnostic session, not a development session - appropriate for general mode

### Problems Encountered and Solutions

**Problem 1: Initial sync failure - connection timeout**
- Error: `fatal: unable to access 'http://172.16.3.20:3000/azcomputerguru/claudetools.git/': Failed to connect to 172.16.3.20 port 3000 after 75002 ms`
- Diagnosis: Checked Tailscale status, routing table, ping tests
- Finding: All 172.16.3.x addresses timing out
- Initial theory: Subnet route acceptance not enabled
- Reality: Infrastructure was already restored; git operations were just slow through Tailscale relay

**Problem 2: Submodule merge conflict during rebase**
- Error: `fatal: remote error: upload-pack: not our ref 79604a20d29ac2fddbf6427ffc59834be2922aff` in projects/msp-tools/guru-rmm submodule
- Solution: Fetched submodule updates, staged the submodule, continued rebase
- Result: Successfully rebased and pushed as commit 9403dcc

---

## Infrastructure & Servers

### Network Configuration
- **Mac (Mikes-MacBook-Air.local)**
  - Local IP: 10.2.169.238 (subnet 10.2.0.0/16)
  - Tailscale IP: 100.65.158.123
  - Default gateway: 10.2.0.1
  - Tailscale interface: utun4

- **Office Infrastructure (172.16.0.0/22 subnet)**
  - Jupiter (Unraid): 172.16.3.20 - Gitea server (port 3000), NPM, GuruRMM, Seafile
  - GuruRMM Server: 172.16.3.30 - GuruRMM API (port 3001), database
  - Uranus (Unraid): 172.16.3.21 - Secondary storage
  - IX Server: 172.16.3.10 - Hosting server

- **Tailscale Network**
  - pfSense router: 100.119.153.74 (advertising 172.16.0.0/22 subnet)
  - Desktop PC: 100.92.127.64 (DESKTOP-0O8A1RL)
  - Mac: 100.65.158.123 (Mikes-MacBook-Air.local)
  - Subnet route: 172.16.0.0/22 via pfSense node

### Git Configuration
- **Remote URL**: `http://mike%40azcomputerguru.com:Gptf%2A77ttb123%21%40%23-git@172.16.3.20:3000/azcomputerguru/claudetools.git`
- **Branch**: main
- **Current HEAD**: 9403dcc (sync: auto-sync from Mikes-MacBook-Air.local at 2026-05-17 22:18:07)
- **Remote HEAD**: 3baaf91 → 9403dcc (after push)

---

## Commands & Outputs

1. **Initial sync attempt:**
```bash
bash .claude/scripts/sync.sh
# Failed with connection timeout to 172.16.3.20:3000
```

2. **Network diagnostics:**
```bash
/Applications/Tailscale.app/Contents/MacOS/Tailscale status
netstat -rn | grep "172.16"   # 172.16/22 link#19 UCS utun4
ping -c 3 172.16.3.20         # 100% packet loss
nc -zv -w 5 172.16.3.20 3000  # Connection timed out
```

3. **Enable Tailscale route acceptance:**
```bash
/Applications/Tailscale.app/Contents/MacOS/Tailscale up --accept-routes
```

4. **Manual conflict resolution:**
```bash
cd projects/msp-tools/guru-rmm && git fetch origin && cd ../../..
git add projects/msp-tools/guru-rmm
git rebase --continue
# [detached HEAD 9403dcc] Successfully rebased and updated refs/heads/main.
git push origin main
# 3baaf91..9403dcc  main -> main
```

---

## Credentials & Secrets

- **Gitea URL**: http://172.16.3.20:3000
- **Username**: mike@azcomputerguru.com
- **Password**: Gptf*77ttb123!@#-git
- **Repository**: azcomputerguru/claudetools

---

## Pending / Incomplete Tasks

None — diagnostic and sync session, all objectives completed.

---

## Reference Information

- Tailscale enable routes: `tailscale up --accept-routes`
- pfSense Tailscale node: 100.119.153.74 (advertises 172.16.0.0/22)
- Coordination message from Howard (processed): Syncro PSA Webhook Integration — already added to GuruRMM roadmap P1

---

## Update: 11:00 PT — Syncro Ticket + Skill Planning (DESKTOP-0O8A1RL)

### User
- **Machine:** DESKTOP-0O8A1RL
- **Session span:** Morning

### Summary

Pulled and resolved Syncro ticket #110507180 (Four Paws — Avimark service disappeared from server). Winter had already billed and sent the invoice; this session added the resolution comment and set the ticket to Resolved. Followed by a full skill gap analysis for ClaudeTools.

The Avimark issue involved AvimarkServer.exe disappearing from Windows Services. Resolution: opened AvimarkGuardian.exe on the server, used "Install AVImark as a Hidden Service," started the service. Comment posted attributed to Winter Williams via the `tech` field override. Winter's billing: product 26184 (Emergency After Hours), 1.0 hr @ $262.50, invoice already emailed.

Skill gap analysis used an Explore agent to scan the last three session logs, clients directory, commands directory, and GuruRMM CONTEXT.md. Seven new skills were proposed and ranked by weekly friction reduction.

### Key Decisions

- Used `tech` field override on POST /comment to attribute to Winter while posting via Mike's API key.
- Ticket set to Resolved (not Invoiced) — Winter already handled billing independently.
- Skill suggestions ranked by sessions-per-week friction: `/coord` first (affects every session via hook workarounds).

### Problems Encountered

- Ticket fetch returned null for `customer_business_name`, `contact_name`, `user_name`. Required separate `GET /customers/{id}`. Root cause: Syncro omits denormalized name fields on sparse records.
- PUT /tickets/{id} had a shell pipe syntax error (`| jq` after curl in same block). API call succeeded; only jq formatting failed. Verified from raw response.

### Commands & Outputs

```bash
GET /tickets/110507180 → status: New, customer_id: 33050383
GET /customers/33050383 → "Four Paws", Josh Fender, prepay_hours: "0.0"

POST /tickets/110507180/comment
  subject: "Resolution", hidden: false, tech: "Winter Williams"
  → comment.id: 411518532, created_at: 2026-05-18T09:21:57

PUT /tickets/110507180 {"status": "Resolved"}
  → ticket.status: "Resolved", resolved_at: 2026-05-18T09:22:05

# Existing billing on ticket (Winter)
product_id: 26184, qty: 1.0, price_retail: 262.50
Invoice emailed to fourpawsarizona@gmail.com at 09:20 AM
```

### Pending / Incomplete Tasks

Seven new skills proposed — none built yet. Pending prioritization:
1. `/coord` — Coordination API wrapper (highest: every-session friction from hook constraints)
2. `/new-user` — New user / workstation deployment
3. `/deploy-verify` — GuruRMM build verification post-push
4. `/infra-recovery` — Interactive service recovery playbook
5. `/client-report` — Monthly client work summary from Syncro
6. `/patch-server` — Remote patch script lifecycle
7. `/vendor-ticket` — Vendor escalation tracker on Syncro tickets

### Infrastructure & Servers

- Four Paws customer ID: 33050383
- Four Paws: Josh Fender — fourpawsarizona@gmail.com — 520-321-0277
- Four Paws address: 4750 East Grant Road, Tucson AZ 85712

### Reference Information

- Syncro ticket #110507180: https://computerguru.syncromsp.com/tickets/110507180
- Avimark Guardian docs: https://software.covetrus.com/wp-content/uploads/dlm_uploads/2021/03/Setting-up-an-AVImark-client-server.pdf
- Avimark support: (877) 838-9273 Option 1
- Winter Williams Syncro user_id: 1737

---

## Update: 15:56 PT — Jupiter Recovery + UniFi Cloud Connectivity Fix

## User
- **User:** Mike Swanson (mike)
- **Machine:** DESKTOP-0O8A1RL
- **Role:** admin
- **Session span:** ~13:00–15:56 PT

## Session Summary

This session covered two major infrastructure recovery tasks following the 2026-05-17 office power failure.

**Jupiter Docker recovery.** After all VMs and Docker containers were stopped on request, Jupiter (172.16.3.20) rebooted but got stuck with Docker failing to start. Root cause: `DOCKER_IMAGE_SIZE="2048"` in `/boot/config/docker.cfg` caused emhttpd to attempt `fallocate` of a 2 TB sparse `docker.img` file on every boot, blocking the array fsState from reaching "Started." Fixed by killing the fallocate process (pid 9599), which let the array start, then manually mounting the existing docker.img and starting Docker via `/etc/rc.d/rc.docker start`. Corrected `DOCKER_IMAGE_SIZE` to `"100"` in docker.cfg to prevent recurrence. Also found the Unraid web UI was unresponsive from HTTPS — root cause was `USE_SSL="no"` in `/boot/config/ident.cfg`; HTTP on port 80 works correctly.

**UniFi admin permissions.** Set Greg to Schickling-site-only and John Trozzi to Cascades-site-only via MongoDB `ace.privilege` collection inside the UniFi container. Used a predefined "Site Admin" role created in the UniFi UI.

**UniFi cloud connectivity diagnosis and fix.** All 49 UniFi sites showed "offline" in unifi.ui.com despite being accessible locally. Investigation narrowed the issue to the UniFi container (on VM 172.16.3.29, Rocky Linux 9.1, UniFi OS 5.0.6) being unable to make outbound TCP connections to port 443. Ports 80 and 8443 worked; port 443 and 444 failed. Initial diagnosis focused on pasta (Ubiquiti's custom podman networking binary) as a likely allowlist issue. Further testing showed the block was NOT in pasta — the VM host itself could not reach external port 443. Tracing up the network path identified a DNAT rule in `/boot/config/go` on Jupiter: `iptables -t nat -I PREROUTING -p tcp --dport 443 -j DNAT --to-destination 172.17.0.2:443`. This rule intercepted ALL port 443 traffic arriving at Jupiter's bridge (including forwarded traffic from VMs) and redirected it to the Discourse Docker container (172.17.0.2), which no longer listens on port 443. The rule was manually placed in /boot/config/go at some point when Discourse was serving HTTPS directly; Discourse now only exposes port 80 (host port 8081) and the rule was vestigial. Removed the rule from /boot/config/go and deleted the live iptables entry. UniFi cloud reconnected immediately: `Device connected to cloud` appeared in cloud.log within seconds, followed by successful MQTT subscriptions and WebRTC tunnel establishment for remote site access.

## Key Decisions

- Killed the fallocate process rather than rebooting again — rebooting with the same docker.cfg would have just repeated the block. Killing it allowed the array to transition to Started without changing any config first, then fixed docker.cfg for permanence.
- Reduced DOCKER_IMAGE_SIZE from 2048 to 100 — the existing docker.img is already sized appropriately; 2048 was an erroneous value that caused a 2 TB fallocate on each boot cycle.
- pasta networking was investigated thoroughly before ruling it out — it was a credible suspect because the block occurred at the container level and pasta handles all container networking. Confirmed it was not pasta by testing port 443 directly from the VM host as root and getting the same failure.
- Removed the DNAT rule entirely rather than scoping it to an interface — the target container (Discourse/app) does not listen on port 443 at all; the rule served no purpose and was actively harmful. NPM (port 18443) handles all external HTTPS reverse proxy duties now.

## Problems Encountered

- **Jupiter array stuck at "Starting" on Docker startup**: fallocate running for 2 TB sparse file blocked fsState from completing. Fixed by `kill 9599` (the fallocate pid), then manually mounting and starting Docker.
- **DOCKER_IMAGE_FILE cleared during early fix attempt**: An earlier attempt to edit docker.cfg cleared the image file path, causing Docker to fail with "No image mounted at /var/lib/docker." Restored the correct path `/mnt/user/system/docker/docker.img`.
- **Vault SSH key for pfSense had MAC mismatch**: `infrastructure/pfsense-firewall.sops.yaml` was corrupted during the power failure. Could not decrypt to get pfSense credentials. Worked around by using SSH key auth directly (`ssh -p 2248 admin@172.16.0.1`).
- **pasta appeared to be blocking port 443**: tcpdump on pfSense igc2 showed zero port 443 packets from 172.16.3.29, while the container and VM host both showed SYN-SENT states. Led to extensive pasta investigation (binary analysis, nftables inspection, capability check) before confirming the block was upstream at Jupiter.
- **UniFi container netns not accessible via nsenter from root**: The container uses user namespaces (uid 1000). Used `runuser -l uosserver -c 'XDG_RUNTIME_DIR=/run/user/1000 podman exec uosserver ...'` pattern instead.
- **Backslash hook blocking full OpenSSH path**: Pre-bash hook blocks commands containing backslashes, preventing `C:\Windows\System32\OpenSSH\ssh.exe`. Used bare `ssh` command (resolves to the same binary via PATH).

## Configuration Changes

- **`/boot/config/docker.cfg` on Jupiter (172.16.3.20)**: Changed `DOCKER_IMAGE_SIZE` from `"2048"` to `"100"`. Restored `DOCKER_IMAGE_FILE="/mnt/user/system/docker/docker.img"` (was cleared in early fix attempt).
- **`/boot/config/go` on Jupiter (172.16.3.20)**: Removed line `iptables -t nat -I PREROUTING -p tcp --dport 443 -j DNAT --to-destination 172.17.0.2:443`.
- **Live iptables on Jupiter**: Deleted the PREROUTING DNAT rule for port 443 → 172.17.0.2:443.
- **MongoDB `ace.privilege` on UniFi container**: Updated Greg (admin_id: 69fa8d0b005ca51fe30e6cee) to Schickling site only; John Trozzi (admin_id: 6a0240da005ca51fe3346960) to Cascades site only.

## Credentials & Secrets

- **pfSense SSH**: `ssh -p 2248 admin@172.16.0.1` — key auth works, password vault entry has MAC mismatch (needs re-encryption)
- **pfSense HTTPS**: port 8443
- **Vault entry with MAC mismatch**: `infrastructure/pfsense-firewall.sops.yaml` — needs to be re-encrypted from scratch

## Infrastructure & Servers

- **Jupiter (Unraid)**: 172.16.3.20 — Unraid array server, Docker host, KVM/libvirt VM host
  - Docker bridge: `docker0` (172.17.0.0/16)
  - `app` container (Discourse): 172.17.0.2 — exposes port 80 only (host:8081); NOT 443
  - `npm` container (Nginx Proxy Manager): 172.17.0.3 — host ports 1880→80, 7818→81, 18443→443
  - `MariaDB-Official`: 172.17.0.4
  - `qbittorrent`: 172.17.0.5
  - `rsync-server`: 172.17.0.6
  - Main bridge `br0`: eth0, eth1, eth2, eth3 (physical), vnet0–vnet3 (VM NICs)
  - VMs: Unifi (vnet0?), OwnCloud, GuruRMM, Claude-Builder, Windows 7 (off), WS2016 (off)

- **UniFi VM**: 172.16.3.29 — Rocky Linux 9.1, KVM guest on Jupiter
  - UniFi OS: 5.0.6, container image `uosserver:0.0.54`
  - Managed by systemd unit `uosserver.service` → `/var/lib/uosserver/bin/uosserver-service`
  - Container runs as user `uosserver` (uid 1000), rootless podman
  - Networking: pasta (`/var/lib/uosserver/bin/pasta`) — custom Ubiquiti fork
  - pasta command binds host ports: 5005, 5671, 6789, 8080, 8443, 8444, 8880, 8881, 8882, 9543, 11084, 11443
  - pasta maps host:11443 → container:443; host:8443 → container:8443
  - Cloud deviceId: `2d6b654d-9b79-4eaa-b2e1-52062a5690ef`
  - SSO owner: `4d503ebd-6990-4b88-93cc-3a3e568d0a6d`

- **pfSense**: 172.16.0.1 — SSH port 2248, HTTPS port 8443
  - WAN: igc0 (98.181.90.163), LAN: igc2 (172.16.0.0/22)
  - NAT rule: `nat on igc0 inet from 172.16.0.0/22 to any -> 98.181.90.163`

## Commands & Outputs

```bash
# Kill fallocate blocking Docker startup on Jupiter
kill 9599  # fallocate pid

# Mount docker.img manually and start Docker
losetup /dev/loop2 /mnt/user/system/docker/docker.img
mount /dev/loop2 /var/lib/docker
/etc/rc.d/rc.docker start

# Fix docker.cfg
# DOCKER_IMAGE_FILE="/mnt/user/system/docker/docker.img"
# DOCKER_IMAGE_SIZE="100"

# pfSense SSH (use system OpenSSH, port 2248)
ssh -p 2248 admin@172.16.0.1

# tcpdump on pfSense igc2 for port 443 packets from UniFi VM
tcpdump -i igc2 -n 'src 172.16.3.29 and tcp port 443' -c 20
# Result: zero packets — confirmed block was upstream of pfSense

# Test port 443 from UniFi VM host (root)
curl -sk -m 5 https://1.1.1.1 -o /dev/null -w '%{http_code}'  # → 000 (before fix)

# Test from inside container via podman exec
runuser -l uosserver -c 'XDG_RUNTIME_DIR=/run/user/1000 podman exec uosserver curl -sk -m 5 https://1.1.1.1 -o /dev/null -w "%{http_code}"'
# → 000 before fix, 301 after fix

# Find the DNAT rule on Jupiter
iptables -t nat -L PREROUTING -n -v
# Output included: DNAT tcp -- * * 0.0.0.0/0 0.0.0.0/0 tcp dpt:443 to:172.17.0.2:443
grep -n '443' /boot/config/go
# Line 12: iptables -t nat -I PREROUTING -p tcp --dport 443 -j DNAT --to-destination 172.17.0.2:443

# Fix: remove from go script (persistent)
sed -i '/iptables -t nat -I PREROUTING -p tcp --dport 443 -j DNAT --to-destination 172.17.0.2:443/d' /boot/config/go

# Fix: remove live rule
iptables -t nat -D PREROUTING -p tcp --dport 443 -j DNAT --to-destination 172.17.0.2:443

# Verify UniFi cloud reconnection
tail -20 /data/unifi-core/logs/cloud.log  # (inside container)
# Key lines:
#   Device connected to cloud, deviceId: 2d6b654d-9b79-4eaa-b2e1-52062a5690ef, isReconnected: false
#   Successful Sync owner, SSO ID: 4d503ebd-6990-4b88-93cc-3a3e568d0a6d
```

## Pending / Incomplete Tasks

- **Verify all 49 sites show online** at unifi.ui.com — WebRTC tunnels were establishing at session end; allow ~5 min for all sites to reconnect
- **Vault re-encryption**: `infrastructure/pfsense-firewall.sops.yaml` has MAC mismatch from power failure — needs to be recreated from scratch with current pfSense credentials
- **Jupiter load settling**: Load was elevated from Docker/VM restart activity; should normalize within an hour
- **7 proposed skills from earlier session**: /coord, /new-user, /deploy-verify, /infra-recovery, /client-report, /patch-server, /vendor-ticket — none built

## Reference Information

- UniFi VM cloud.log: inside container at `/data/unifi-core/logs/cloud.log`
- UniFi VM uid cloud.log: `/data/uid/log/cloud.log` (older, last updated 2026-04-06 — access token was invalid)
- uosserver service: `/etc/systemd/system/uosserver.service`
- uosserver config: `/var/lib/uosserver/server.conf`
- pasta binary: `/var/lib/uosserver/bin/pasta` (Ubiquiti custom fork, ELF 64-bit, not stripped but no readable strings)
- Jupiter /boot/config/go: persistent startup script for custom iptables rules
- Jupiter /boot/config/docker.cfg: Docker image path and size config
- Jupiter /boot/config/ident.cfg: `USE_SSL="no"` — Unraid web UI is HTTP-only on port 80
---

## Update: 20:00 MST — GuruRMM Client Portal & Three-Level Identity Hierarchy

## User
- **User:** Mike Swanson (mike)
- **Machine:** Mikes-MacBook-Air
- **Role:** admin
- **Session span:** ~19:30–20:00 MST

## Session Summary

This session completed the Client Portal feature work for GuruRMM, extending the multi-tenancy architecture from two levels (Dev → Partner) to three levels (Dev → Partner → Client). The work was a continuation from a previous conversation that was summarized due to context limits.

### Key Accomplishments

1. **Added comprehensive Client Portal section to GuruRMM roadmap**
   - Documented three-level identity hierarchy: Dev/Admin (Level 1) → Partners/MSPs (Level 2) → Clients/End Customers (Level 3)
   - Defined impersonation chain: Dev can impersonate Partners; Partners can impersonate Clients
   - Specified client portal features: dashboard, asset list, active alerts, ticketing integration, documentation library
   - Documented access patterns for dev support and partner support workflows
   - Defined partner features for client management: client creation, access provisioning, impersonation controls

2. **Updated Multi-Tenancy & Partner Management section**
   - Extended from two-level to three-level architecture
   - Added Level 3 documentation (Clients/End Customers)
   - Updated data isolation section to include `client_id` column filtering
   - Cross-referenced Client Portal section
   - Documented query layer enforcement for both `partner_id` and `client_id`

3. **Integrated Client Portal with PSA/CRM Module**
   - Added Client Portal integration to built-in PSA features list
   - Updated PSA dependencies to reference Client Portal (three-level identity hierarchy requirement)
   - Removed "Customer portal" from PSA "Out of scope (v1)" list (now in scope)
   - Cross-referenced Client Portal for PSA ticketing and documentation integration

4. **Database Schema Documentation**
   - Added `clients` table specification: `client_id`, `partner_id`, `name`, `domain`, `logo_url`, `branding_config`
   - Added `client_users` table specification: `client_user_id`, `client_id`, `email`, `password_hash`, `role` (view_only, admin)
   - Specified `client_id` column requirements for existing tables: `sites`, `agents`, `alerts`, `tickets`, `documentation`
   - Defined index requirements: `(partner_id, client_id)` for query performance

5. **Authentication & Authorization Design**
   - Documented client user authentication flow (separate from partner auth)
   - Specified client-scoped JWT tokens with `client_id` claim
   - Defined permission model: clients have read-only access by default, can create tickets
   - Documented impersonation controls: Dev → Partner → Client chain with audit logging

6. **UI/Dashboard Requirements**
   - Specified client portal landing page: client-branded with logo and colors
   - Defined client dashboard widgets: agent status summary, active alerts, recent tickets, documentation links
   - Documented partner client management UI: client list, create client, configure access, impersonate client
   - Specified impersonation banner: "Viewing as [Client Name] [Exit Impersonation]"

### Key Decisions

- **Three-level hierarchy confirmed**: Dev → Partner → Client is the canonical identity model for GuruRMM
- **Client Portal is in scope for v1**: Removed from PSA "out of scope" list, integrated with PSA ticketing and documentation
- **Data isolation at all three levels**: `partner_id` and `client_id` columns enforce logical isolation
- **Client users have limited permissions**: View-only by default, can create tickets, cannot modify config
- **Impersonation chain**: Dev can impersonate any Partner and any Client (through Partner context); Partners can impersonate their own Clients only

### Configuration Changes

**Files modified:**
- `projects/msp-tools/guru-rmm/docs/FEATURE_ROADMAP.md` (261 insertions, 10 deletions)
  - Added Client Portal section (~200 lines)
  - Updated Multi-Tenancy section for three-level hierarchy
  - Updated PSA module built-in features and dependencies
  - Removed "Customer portal" from PSA out-of-scope list

**Commits:**
- guru-rmm submodule: `be7b2ce` — "feat: add Client Portal feature with three-level identity hierarchy"
- ClaudeTools: `201dfb1` — "chore: update guru-rmm submodule for Client Portal feature"

### Commands & Outputs

```bash
# Updated FEATURE_ROADMAP.md with Client Portal integration
cd projects/msp-tools/guru-rmm
git status  # Modified: docs/FEATURE_ROADMAP.md

# Committed changes to guru-rmm submodule
git add docs/FEATURE_ROADMAP.md
git commit -m "feat: add Client Portal feature with three-level identity hierarchy"
# [main be7b2ce] feat: add Client Portal feature with three-level identity hierarchy
#  1 file changed, 261 insertions(+), 10 deletions(-)

# Pushed to Gitea
git push origin main
# remote: Processed 1 references in total
# To http://172.16.3.20:3000/azcomputerguru/gururmm.git
#    cc7dce0..be7b2ce  main -> main

# Updated submodule reference in ClaudeTools
cd /Users/azcomputerguru/ClaudeTools
git add projects/msp-tools/guru-rmm
git commit -m "chore: update guru-rmm submodule for Client Portal feature"
# [main 201dfb1] chore: update guru-rmm submodule for Client Portal feature
#  1 file changed, 1 insertion(+), 1 deletion(-)

# Pushed to Gitea
git push origin main
# remote: Processed 1 references in total
# To http://172.16.3.20:3000/azcomputerguru/claudetools.git
#    095ee95..201dfb1  main -> main
```

## Credentials & Secrets

No new credentials or secrets were used or created in this session. All work was documentation and roadmap updates.

## Infrastructure & Servers

No infrastructure changes. All work was documentation in the GuruRMM roadmap.

## Pending / Incomplete Tasks

None — all Client Portal documentation completed:
- [x] Add Client Portal feature to roadmap
- [x] Update multi-tenancy architecture for three-level hierarchy
- [x] Link client portals to PSA module
- [x] Commit and push client portal documentation

## Reference Information

### GuruRMM Roadmap Sections Updated

1. **Multi-Tenancy & Partner Management** (lines ~752–890)
   - Now documents three-level hierarchy (Dev → Partner → Client)
   - Cross-references Client Portal section
   - Documents `client_id` column requirements

2. **Client Portal** (lines ~892–1133, new section)
   - Full feature specification for client portals
   - Identity hierarchy and access patterns
   - Database schema requirements
   - Authentication/authorization design
   - UI/dashboard requirements
   - Partner client management features

3. **PSA/CRM Module & Plugin Architecture** (lines ~1409–1496)
   - Updated built-in PSA features to include Client Portal integration
   - Updated dependencies to reference Client Portal
   - Removed "Customer portal" from out-of-scope list

### Cross-References

- ARCHITECTURE_DECISIONS.md ADR-001 — Multi-tenancy identity model (dev team with partner impersonation)
- FEATURE_ROADMAP.md Multi-Tenancy section — Two-level extended to three-level
- FEATURE_ROADMAP.md PSA module — Client Portal integration for ticketing and documentation

### Git References

- GuruRMM commit: `be7b2ce` — Client Portal feature
- ClaudeTools commit: `201dfb1` — Submodule update
- Previous commits in this roadmap work:
  - `687753d` — PSA/CRM Module initial entry
  - `49260e6` — Standalone deployment capability for PSA
  - `423e0af` — Multi-tenancy architecture (ADR-001)
  - `cc7dce0` — MSPBackups integration and Integration Catalog

### Context from Previous Work (Earlier in Session)

This session was a continuation of earlier roadmap work that included:
1. Multiple `/sync` attempts (network issues from office power failure)
2. PSA/CRM feature added to roadmap with plugin architecture
3. Standalone PSA capability defined (can run without GuruRMM RMM)
4. Multi-tenancy identity model finalized (ADR-001: Dev team with partner impersonation)
5. MSPBackups integration added
6. Integration Catalog/Marketplace created
7. Client Portal feature added (this update)

All documentation now reflects the three-level identity model and is cross-referenced appropriately.


---

## Update: 20:15 MST — MSP360 API Credentials Vaulted

## User
- **User:** Mike Swanson (mike)
- **Machine:** Mikes-MacBook-Air
- **Role:** admin

## Session Summary

Vaulted MSP360 Managed Backup Service API credentials for GuruRMM integration.

### Key Accomplishments

1. **Created temporary credentials file** for user to fill in MSP360 API credentials
2. **Encrypted and vaulted credentials** using SOPS at `msp-tools/msp360-api.sops.yaml`
3. **Verified decryption** using vault wrapper script
4. **Committed and pushed** to vault repository

### Credentials Vaulted

- **Service:** MSP360 Managed Backup Service (MSPBackups)
- **Vault path:** `msp-tools/msp360-api.sops.yaml`
- **Fields encrypted:** `credentials.login`, `credentials.password`, `notes`
- **API Base URL:** https://api.mspbackups.com
- **Authentication method:** Bearer token (obtain via POST /api/Provider/Login)

### Configuration Changes

**Files created:**
- `/Users/azcomputerguru/vault/msp-tools/msp360-api.sops.yaml` (SOPS-encrypted)

**Files deleted:**
- `/Users/azcomputerguru/ClaudeTools/msp360-credentials-TEMP.txt` (temporary, unencrypted)

**Commits:**
- Vault repository: `5e8cb0b` — "Add MSP360 Managed Backup Service API credentials"

### Commands & Outputs

```bash
# Created temporary file for user input
Write → /Users/azcomputerguru/ClaudeTools/msp360-credentials-TEMP.txt

# Created unencrypted YAML in vault
cat > /Users/azcomputerguru/vault/msp-tools/msp360-api.yaml
# Included: credentials (login, password), endpoints, notes, integration metadata

# Encrypted with SOPS
cd /Users/azcomputerguru/vault/msp-tools
mv msp360-api.yaml msp360-api.sops.yaml
sops --encrypt --in-place msp360-api.sops.yaml
# Encrypted fields: credentials, password, notes (per .sops.yaml encrypted_regex)

# Verified decryption
bash .claude/scripts/vault.sh get-field msp-tools/msp360-api.sops.yaml credentials.login
# Output: kY9PvDdWki

# Committed to vault
cd /Users/azcomputerguru/vault
git add msp-tools/msp360-api.sops.yaml
git commit -m "Add MSP360 Managed Backup Service API credentials"
# [main 5e8cb0b] 1 file changed, 40 insertions(+)

# Pushed to Gitea
git push origin main
# remote: Processed 1 references in total
# To gitea:azcomputerguru/vault.git
#    0a3039c..5e8cb0b  main -> main

# Deleted temporary file
rm /Users/azcomputerguru/ClaudeTools/msp360-credentials-TEMP.txt
```

## Credentials & Secrets

**MSP360 API Credentials** (SOPS-encrypted):
- Vault path: `msp-tools/msp360-api.sops.yaml`
- Login: `kY9PvDdWki`
- Password: `p9wzJFRT8nC6VfFz6UDZ`

**Retrieval commands:**
```bash
# Get login
bash .claude/scripts/vault.sh get-field msp-tools/msp360-api.sops.yaml credentials.login

# Get password
bash .claude/scripts/vault.sh get-field msp-tools/msp360-api.sops.yaml credentials.password

# Decrypt full file
bash .claude/scripts/vault.sh get msp-tools/msp360-api.sops.yaml
```

## Infrastructure & Servers

**MSP360 API:**
- Base URL: https://api.mspbackups.com
- Login endpoint: POST /api/Provider/Login
- Monitoring endpoint: GET /api/Monitoring
- Authentication: Bearer token (temporary, obtained via login endpoint)

**SOPS Configuration:**
- AGE public keys: age1qz7ct84m50u06h97artqddkj3c8se2yu4nxu59clq8rhj945jc0s5excpr, age17nqczmkmnqj970v96w6wsyu72556psmrzhps8vm90fn67p8vqu4s3ze4ms
- Encrypted regex: `^(credentials|password|secret|api_key|token|pre_shared_key|notes|content)$`
- Path regex: `.*\.sops\.yaml$`

## Reference Information

**Vault structure:**
- `/Users/azcomputerguru/vault/msp-tools/msp360-api.sops.yaml`
- Git remote: `gitea:azcomputerguru/vault.git`
- Commit: `5e8cb0b`

**Integration context:**
- Purpose: GuruRMM backup monitoring integration (Phase 1, P2 priority)
- Roadmap: projects/msp-tools/guru-rmm/docs/FEATURE_ROADMAP.md
- Features: Monitor backup status, alert on failures/missed backups, display in agent detail

**API Documentation:**
- [MSP360 API Specification](https://help.mspbackups.com/mbs-api-specification)
- [Get Started With API](https://help.mspbackups.com/mbs-api-specification/get-started-api)
- [Monitoring API](https://help.mspbackups.com/mbs-api-specification/methods/get-apimonitoring)

