docs(session): 2026-05-27 (cont) — Quantum #32323 migration, /mailbox skill, Tohono #32328 status

- Quantum (new client log): pulled Sheila's email via Graph, posted Intermedia->M365 migration update (emailed), set #32323 In Progress
- Root: /mailbox skill (ACG M365 read + gated send-as) built, verified, distributed (f8c00d3); autotask.md gitignored (b22de6c)
- Tohono: #32328 -> Waiting on Customer

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

clients/quantumwms/session-logs/2026-05-27-session.md

@@ -0,0 +1,50 @@
+# Session Log: 2026-05-27 — Quantum Wealth Management
+
+## User
+- **User:** Mike Swanson (mike)
+- **Machine:** GURU-5070
+- **Role:** admin
+
+## Session Summary
+
+Worked Syncro ticket **#32323 "Mail migration planning"** (Quantum Wealth Management, customer_id 7088747). Sheila Peress forwarded an email to Mike; pulled it from Mike's M365 mailbox via Microsoft Graph. The email — **FW: Intermedia Concern [#SR-150626]** (2026-05-27) — forwarded a reply from **IFG Software Support** (softwaresupport@ifgsd.com) confirming that Intermedia runs a **fully cloud-hosted Exchange (HEX)** service, that **Microsoft is phasing out support for HEX accounts**, and that IFG is therefore **phasing out Intermedia and recommending offices migrate their email off it** (to Microsoft 365). Sheila's note: *"Please talk with Jen Curry. I guess you were onto something."*
+
+Posted a **customer-visible, emailed** update to #32323 acknowledging the forwarded note, confirming that migrating to Microsoft 365 is the right move, and that Mike has **scheduled an online meeting with Jennifer (Jen) Curry to plan the migration from Intermedia to M365**. Set the ticket to **In Progress**. The intent of the update was to reassure Sheila that ACG is actively on the task.
+
+## Key Decisions
+
+- **Customer-visible + emailed update** (not internal) — Mike wanted Sheila to see ACG is on task.
+- **Confirmed migration direction: Intermedia (HEX) → Microsoft 365** — validated by IFG's own guidance that Microsoft is dropping HEX support; this matches the concern Mike had already raised.
+- **Jen Curry (IFG) is the migration coordinator** — Sheila explicitly directed us to her; Mike scheduled an online meeting with her.
+
+## Configuration Changes
+
+- No repo changes for this client. Syncro ticket update only.
+
+## Credentials & Secrets
+
+- No new client credentials. Mike's mailbox read via the shared Graph app (vault `msp-tools/claude-msp-access-graph-api.sops.yaml`) — see the root 2026-05-27 log for the `/mailbox` skill detail.
+
+## Infrastructure & Servers
+
+- **Email platform (current):** Intermedia — fully cloud-hosted Exchange (HEX). Being migrated to **Microsoft 365**.
+- **Contacts:** Sheila Peress (sheila@quantumwms.com — Licensed Insurance Associate / Admin Assistant to John Velez); John Velez (john@quantumwms.com — Financial Advisor; primary on the Datto account). Office: 14025 N Speckled Burro Lane, Marana AZ 85658; 520.445.8004.
+- **IFG** (broker-dealer / software support): softwaresupport@ifgsd.com. **Jennifer "Jen" Curry** — migration coordinator at IFG. "Jarod" also referenced at IFG. IFG support ref **SR-150626**.
+
+## Commands & Outputs
+
+- Mailbox read: Graph `GET /users/mike@azcomputerguru.com/messages?$search="from:sheila@quantumwms.com"` (app fabb3421, ACG tenant) → found FW: Intermedia Concern [#SR-150626], 2026-05-27 13:55.
+- Ticket update: `POST /tickets/111056440/comment` (hidden false, do_not_email false) → comment id `413437310` (emailed to Sheila). Bot alert posted.
+- Status: `PUT /tickets/111056440` `{"status":"In Progress"}` → In Progress. Bot alert posted.
+
+## Pending / Incomplete Tasks
+
+- **Online meeting with Jen Curry (IFG)** — Mike scheduled it; discuss/plan the Intermedia → M365 migration. Then scope and execute the mailbox migration.
+- **John Velez consent** (carried) — the M365/migration work likely needs John Velez's sign-off (he's primary). Confirm before cutover.
+- Keep #32323 updated as the plan and timing firm up.
+
+## Reference Information
+
+- Ticket: #32323 (id 111056440), customer_id 7088747 — https://computerguru.syncromsp.com/tickets/111056440 — comment id 413437310.
+- Source email: Sheila Peress (sheila@quantumwms.com), "FW: Intermedia Concern [#SR-150626]", 2026-05-27 13:55, forwarding IFG Software Support (softwaresupport@ifgsd.com).
+- Wiki: wiki/clients/quantumwms.md.

clients/tohono-oodham-doit/session-logs/2026-05-27-session.md

@@ -60,3 +60,9 @@ Posted a **customer-visible, emailed** note (comment `413414183`) to #32328 pres
 - Ticket: #32328 (id 111209848) — https://computerguru.syncromsp.com/tickets/111209848 — comment id 413414183.
 - Research sources: CheckMates "Tailscale on GAiA" thread; Starlink CGNAT / static-IP explainers (StarlinkInsider, HostiFi); Tailscale NAT-traversal + DERP + site-to-site docs; pfSense/OPNsense Tailscale subnet-router docs.
 - Skill used: `/syncro` (`.claude/commands/syncro.md`).
+
+---
+
+## Update: 11:04 PT — #32328 status
+
+Set #32328 to **Waiting on Customer** (PUT confirmed; bot alert posted) after posting the customer-visible options note. Now awaiting DoIT internal IT's decision on the VPN entrypoint (Option A native Check Point IPsec hub-and-spoke vs Option B Tailscale overlay) and the office gateway make/model.