# 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.