servchan/REFACTOR-LOG.md

# ServChan Refactor Log

**Date**: 2026-05-28  
**Operator**: Grok (assisting jmcqueen)  
**Phase**: Initial cleanup & modularization (pre-security hardening)

## Backup Performed

**Primary backup (filesystem tarball)**:
- Location: `~/backups/ServChan-pre-refactor-20260528-122917.tar.gz`
- Size: 22 MB
- Exclusions: `node_modules/`, `.git/` (none existed), `logs/`, `*.csv`, `*.json` (large data files), `AppleTVEnriched*`
- Created with: `tar -czf ...` from `/Users/jmcqueen/Docker`

**Note on version control**:
- At the time of backup, this directory was **not** a git repository (`fatal: not a git repository`).
- The tarball is the authoritative rollback artifact for this refactor.

**Rollback instructions**:
1. Stop any running containers: `docker compose down`
2. `cd /Users/jmcqueen/Docker`
3. `rm -rf ServChan/` (or move the current tree aside)
4. `tar -xzf ~/backups/ServChan-pre-refactor-20260528-122917.tar.gz`
5. `cd ServChan && docker compose up --build`

## Goals of This Refactor Pass

- Make `src/` the single source of truth with a clean, logical structure.
- Thin `index.js` to pure bootstrap.
- Rationalize the multiple overlapping Webex clients (bot operations vs. privileged admin/telephony operations).
- Remove dead/broken references to local device integrations that have moved to the remote CollabSupport service.
- Stabilize the core webhook → per-WO room flow.
- Add minimal but useful documentation (README + this log).
- Create a solid base before touching high-risk security items (secrets in config.json, etc.).

## Key Decisions Captured During Planning

- **Webex clients**: Keep a deliberate split. `botClient.js` for standard ServChan bot actions (messages, rooms, memberships using the bot token). Separate `adminClient.js` (or telephony client) for DECT/phone lookups that require a different privileged token/scope.
- **Remote services**: `avStatus`, `woSummary`, `woHistory`, `woAttachments` (and phone status) now primarily delegate to the external CollabSupport service (`CS_API_BASE`). Local heavy device libraries (meraki, mdm, red, atlas, optisigns, deviceService, phoneService) are obsolete for current operations and will be removed or isolated.
- **No git history** at start of work — rely on the tarball above.

## Work Status

(Will be updated as the refactor progresses)

- [x] Full backup created and verified
- [x] Started core webhook logic extraction (webhookProcessor)
- [x] Wired new webhookProcessor into the live /webhook route in index.js (old functions marked LEGACY but left in place for safety during transition)
- [x] Moved the entire remaining legacy block (createWebexSpace, addMember, postToWebexSpace, old processWebhook, summarizeTicketDescription, cleanupOldLogs, etc.) into src/legacy/old-index-helpers.js. index.js is now a thin ~108-line orchestrator.

### Step 4 - Thin webexService Wrapper (2026-05-28)
- Created `src/services/webexService.js` — a thin service layer over `botClient`.
- Provides the same low-level interface (`createRoom`, `addMember`, `sendMarkdown`) for drop-in compatibility with the current `webhookProcessor`.
- Also includes higher-level ServChan-specific helpers (`createWorkOrderRoom`, `addDefaultMembers`, `postWorkOrderMessage`).
- Wired into `index.js`: the `webhookProcessor` now receives a `WebexService` instance instead of raw `botClient`.
- This improves isolation, testability, and gives a clear place for future Webex business logic.

### Step 3 - Consolidate Summarizer (2026-05-28)
- Moved the initial WorkOrderCreated description summarizer (`summarizeTicketDescription`) from the legacy file into `src/integrations/xai/client.js` as a proper, well-documented export.
- Updated `index.js` to import the summarizer from the canonical xAI integration module.
- Cleaned up `src/legacy/old-index-helpers.js` (removed the summarizer and updated its header).
- The legacy file is now significantly smaller and closer to being deletable.
- All summarization logic for the bot now lives under `src/integrations/xai/`.

### Step 2 - Safe DB Layer Improvements (2026-05-28)
- Created `src/db/path.js` — centralized, safe `getDbPath()` that respects `process.env.DB_PATH` with the exact same fallback the original production code used.
- Updated `src/db/mappings.js` to use the centralized path resolver instead of hardcoding `./webex_sc_mappings.db`. This was the biggest risk for accidentally creating/connecting to the wrong database file.
- Enhanced `runSpaceCleanup` to accept an optional `{ db }` instance so callers can explicitly pass the production connection.
- Updated `src/server/app.js` to forward the real `db` instance to the cleanup test endpoint.
- **No database files were moved, renamed, or had new ones created.** The production DB remains exactly where it was.

All changes were designed to reduce the chance of the codebase accidentally using a different SQLite file than the live production bot.
- [ ] DB path handling: **Hard constraint** — production bot actively uses the current DB file. No moves, renames, or changes to the physical DB file/location during this refactor phase. Code changes only (env-driven resolution where safe, without altering the file itself).

### DB Constraint (2026-05-28)
The SQLite database backing the live production ServChan bot must remain untouched.
- Do not `mv`, `cp`, or rename any `.db` file.
- Do not change the default fallback path in a way that would cause a new DB file to be created in a different location.
- All DB-related work in this phase must be read-only from the code perspective (improving how we resolve the path from `DB_PATH` env when possible) while the actual file stays exactly where production expects it.

## Post-Refactor Notes

(Added after completion)

---

**If anything feels off after changes, restore from the tarball above immediately.** Do not attempt manual fixes on a broken refactor state without the backup in hand.

Last updated: 2026-05-28 (start of cleanup)