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)

• Full backup created and verified
• Started core webhook logic extraction (webhookProcessor)
• Wired new webhookProcessor into the live /webhook route in index.js (old functions marked LEGACY but left in place for safety during transition)
• 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)

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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)