PSA/ee/docs/plans/2026-05-07-live-ticket-updates/SCRATCHPAD.md

Scratchpad — Live Ticket Updates

Working notes during planning + implementation. Append freely; curate when sections get unwieldy.

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Decisions (with rationale)

• 2026-05-07 — Awareness + invalidation, not Y.Map of fields. Postgres remains source of truth. Reason: updateTicketWithCache does heavy cross-entity work (ITIL recompute, status↔board, bundled-child sync, ticket_resources reconciliation, SLA events). Re-implementing this as eventual-consistency reconciliation against Y.Map observers would mean two write paths and two sources of truth. Cost-to-value is bad. Awareness + invalidation gives ~95% of the user-perceptible benefit at ~10% of the cost.
• 2026-05-07 — Tickets first, projects deferred. Hocuspocus pipe already terminates here for the description editor. Ticket UI already has the right primitives (pendingRequestRef, UnsavedChangesProvider, optimistic per-field). Projects modal is a different shape (single Save button, no concurrency guard) and will be a separate plan.
• 2026-05-07 — JWT auth (~5 min) issued by ticket page. Avoids per-connection DB lookup. Tradeoff: needs a refresh endpoint and refresh logic in the client. Approved by user.
• 2026-05-07 — Conflict UX: explicit Keep yours / Take theirs banner. Conservative; no silent overwrite. Approved by user.
• 2026-05-07 — Hocuspocus is a soft dependency: degrade + reconnect banner, NO fallback polling. Pure REST flow continues working; no extra API load when Hocuspocus is down. Approved by user.
• 2026-05-07 — Broadcast payload is field names only, NOT field values. Forces clients to refetch via the existing authenticated REST path → permission changes are enforced on every refetch. Avoids leaking changed values to a Hocuspocus room a user might (in a bug) be subscribed to.
• 2026-05-07 — Save-time propagation is the granularity, not keystroke-level. Per user: all saved field changes (including title) propagate via the same generic save-time broadcast — there is no field allowlist on the receiving side. Keystroke-level live edit (Y.Text on title etc.) is explicitly out of scope; description remains the only keystroke-collaborative surface and that's the existing Y.js editor.
• 2026-05-07 — Editing-indicator field set resolved. title, status, priority, ITIL impact, ITIL urgency, board, category, assignee, client, contact, location. Title uses caption-pill (text input affordance must not be dimmed); rest use dim+caption. Split into F030 (dropdown variant) and F034 (title variant) for cleaner test coverage.
• 2026-05-07 — Tests are bundled with implementation, not separate commits. Fine-grained granularity in tests.json is for tracking, not for commit shape. Tests ship in the same commit as the feature(s) they cover; commits are grouped by feature cluster within a phase (target 3–4 commits in Phase 1, 1–2 in Phase 2, 1–2 in Phase 3). See PRD § Implementation / Commit Cadence for the exact mapping.

Discoveries

Existing pieces we are reusing

• hocuspocus/server.js — extension list pattern; we add one more.
• hocuspocus/NotificationExtension.js — exact pattern for Redis pub/sub → Y.js room. Subscribe per room, dedupe connections, unsubscribe on last disconnect. We pattern-subscribe globally instead of per-room since ticket rooms are unbounded; note this differs slightly from notifications.
• hocuspocus/tenantValidation.js — already gates document: and notifications:. Need to extend with ticket: parser and JWT verification (currently only matches tenant from query string).
• packages/ui/src/editor/yjs-config.ts — createYjsProvider(roomName, options) already supports parameters and token. The token lands in HocuspocusProvider.token; Hocuspocus exposes it in onAuthenticate. We just pass our JWT here.
• packages/event-bus/src/index.ts — getRedisClient(). Same factory used elsewhere; no new infra.
• packages/documents/src/components/CollaborativeEditor.tsx (L259–305) — existing presence bar; lift it.

Existing publish points in optimizedTicketActions.ts

• L26 import { publishEvent, publishWorkflowEvent } from '@alga-psa/event-bus/publishers';
• L280, L2150, L2165, L2355 — existing publishEvent call sites. The TICKET_UPDATED publish at L2150-ish is the right place to add publishTicketUpdate. Stay in the same try-block ordering; if publishing the workflow event already swallows errors, mirror that.

updateTicketWithCache flow (ref: optimizedTicketActions.ts L1717–2149)

1. Zod validate (L1727)
2. Load current ticket; reject sync-locked bundled children (L1739–1746)
3. ITIL priority recompute (L1760–1783)
4. Validate location↔client, category hierarchy, status↔board (L586–599, L1799–1832)
5. Reconcile ticket_resources (L1845–1900)
6. Update row (L1905–1909)
7. Publish TICKET_UPDATED / TICKET_CLOSED / SLA events (L2038–2101) ← insert publishTicketUpdate here
8. Bundled-children sync propagate (L2124–2143) ← also publish for each child
9. revalidatePath (L2145)

• 2026-05-07 implementation note — current code uses workflow events, not a standalone publishEvent('TICKET_UPDATED'). The live-update publish needs to sit after the existing workflow-event branch so it runs for regular updates, closures, and assignments from the same transaction path.
• 2026-05-07 implementation note — child sync is a bulk SQL update with no returned rows. To publish one message per affected child, we need to read matching child rows before the bulk update, diff each child against the propagated workflow subset, then publish only for children whose propagated fields actually changed.
• 2026-05-07 implementation note — updatedFields should come from normalized/derived update data, not raw request payload. This ensures null normalization and ITIL-driven priority_id recomputes are reflected in the broadcast without leaking unrelated denormalized row maintenance like updated_at.

Ticket UI structure

• TicketDetails.tsx — container, ~2400 lines, orchestrates panels.
• TicketDetailsContainer.tsx — wraps with providers; this is where we add TicketLiveProvider.
• TicketInfo.tsx — title, status, priority, ITIL impact/urgency, description.
• TicketProperties.tsx — right panel: client, contact, location, time entry, tags, assignment.
• handleSelectChange (TicketDetails ~L870–924) — already does optimistic + rollback. Hook the remote-update path here.
• pendingRequestRef (TicketDetailsContainer L94–123) — we need to query its current pending fields when classifying remote updates.
• useRegisterUnsavedChanges (TicketProperties L223–225) — same idea: introspect the unsaved set when classifying.

Risks / Gotchas

• Hocuspocus pattern subscription semantics. Verify whether ioredis (or whatever Redis client extension-redis uses) supports psubscribe. NotificationExtension uses per-channel subscribe because its channel space is bounded by user count. Ticket channels are unbounded — we want a single psubscribe('<prefix>ticket-updates:*') and dispatch by parsing the channel name. Confirm during F009 implementation.
• Hocuspocus stateless message API. Need to confirm the server-side API for pushing a stateless message into a room. Options: instance.documents.get(roomName)?.broadcastStateless(payload), or set a transient awareness key. Pick whichever is supported by our Hocuspocus version.
• Empty Y.Doc per ticket room. Hocuspocus' Database extension is currently configured to persist all docs — we don't want it persisting a row per ticket-room. Either skip the Database extension for ticket: rooms (preferred) or use a doc-name filter. Verify in F009/F010.
• JWT lib choice. Server already uses NextAuth — pick the same JWT library for signing/verification to stay consistent. Check packages/auth for what's already imported.
• Tenant-aware Redis prefix. NotificationExtension uses redisPrefix from config; ticket extension should use the same prefix to stay consistent with how other code addresses Redis.
• Multi-tab same user with different connection IDs. Awareness in Y.js is keyed by clientID (per provider); two tabs = two awarenesses. PresenceBar must dedupe by userId field, not by clientID.
• Performance of refetch on burst. If 5 fields change in a single save, we send 1 message with updatedFields: [a,b,c,d,e] — that's 1 refetch. But if a user does 5 separate saves rapid-fire, that's 5 messages. The 200ms debounce handles this.
• Presence ghost on tab close without graceful disconnect. Hocuspocus awareness has its own timeout/heartbeat; presence will clear within ~30s naturally. Acceptable.
• Bundled-child broadcast volume. A parent ticket with N children sync-propagating produces N+1 publishes. Bound is small in practice (children rarely > 10). Worth flagging if we discover otherwise.

Commands

# Run the dev stack with hocuspocus
docker compose -f docker-compose.base.yaml -f docker-compose.ce.yaml up

# Restart just hocuspocus during iteration
docker compose restart hocuspocus

# Tail hocuspocus logs to see NotificationExtension/TicketUpdatesExtension subscribe lines
docker compose logs -f hocuspocus

# Manually publish a ticket update to verify the bridge end-to-end (replace tenant/ticketId)
docker compose exec redis redis-cli -a sebastian123 PUBLISH \
  "alga-psa:ticket-updates:<tenant>:<ticketId>" \
  '{"updatedFields":["status_id"],"updatedBy":{"userId":"u1","displayName":"Test"},"updatedAt":"2026-05-07T12:00:00Z"}'

# Run ticket unit tests
npm run test:unit -- packages/tickets

# Playwright E2E (regression + new live tests)
npm run test:e2e

Implementation Log

• 2026-05-07 — Phase 1 server publish slice complete (F001/F002/F003/F004/F033). Added liveUpdates.ts with the Redis channel helper, normalized field diffing, and a best-effort publish path guarded by LIVE_TICKET_UPDATES_DISABLED=1. Wired optimizedTicketActions.ts to compute updatedFields from normalized update data, publish one parent-ticket invalidation after the workflow-event branch, and publish one message per affected bundled child during sync propagation.
• 2026-05-07 — Phase 1 tests complete (T001–T007). Added liveUpdates.test.ts for diff semantics, Redis channel/payload shape, and publish error swallowing. Added optimizedTicketActions.liveUpdates.test.ts for parent publish, zero-publish failure behavior, bundled-child propagation, and the server-side kill-switch path.
• 2026-05-07 — Verification runbook used. npx vitest run --config vitest.config.ts src/lib/liveUpdates.test.ts src/actions/optimizedTicketActions.liveUpdates.test.ts from packages/tickets npm -w @alga-psa/tickets run typecheck
• 2026-05-07 — Phase 1 Hocuspocus/auth slice complete (F005–F010). Added hocuspocusJwt.ts and hocuspocusJwtSecret.js for shared dev-fallback secret behavior, plus route.ts to mint 5-minute ticket-room JWTs after a real ticket read check via getTicketById. Extended tenantValidation.js with parseTicketRoom() and JWT-based ticket-room validation, and added TicketUpdatesExtension.js plus server.js wiring for Redis pattern-subscribe -> broadcastStateless() room fanout. Added jsonwebtoken to hocuspocus/package.json because the standalone Hocuspocus package needs to verify ticket-room JWTs at runtime.
• 2026-05-07 — Phase 1 Hocuspocus/auth tests complete (T008–T021). Added ticketLiveToken.route.test.ts for 401/403/success token issuance coverage. Added tenantValidation.test.ts for ticket-room parsing, JWT verification failures, and document/notification regressions. Added TicketUpdatesExtension.test.ts for Redis pattern subscription, stateless room broadcast, empty-room no-op, and reconnect re-subscribe behavior. This is extension-level coverage rather than a full socket-process integration because the repo’s server test harness does not install the standalone hocuspocus/ package dependencies.
• 2026-05-07 — Verification runbook used for the Hocuspocus/auth slice. npx vitest run --config vitest.config.ts src/test/unit/api/ticketLiveToken.route.test.ts src/test/unit/hocuspocus/tenantValidation.test.ts src/test/unit/hocuspocus/TicketUpdatesExtension.test.ts from server
• 2026-05-07 — Shared presence UI slice complete (F011/F021). Added PresenceBar.tsx as the shared avatar-chip renderer for collaborative surfaces, including userId-based dedupe and hover-name support. Updated CollaborativeEditor.tsx to consume the shared component without changing its room/presence wiring.
• 2026-05-07 — Shared presence UI tests complete (T022/T023/T024). Added PresenceBar.test.tsx for unique-user dedupe and hover-title coverage. Updated CollaborativeEditor.init.test.tsx to assert the lifted presence bar still renders connected users, and refreshed its @alga-psa/ui/editor mock to include the existing AiResponseBlock export so the regression suite reflects the current editor dependency surface.
• 2026-05-07 — Verification runbook used for the shared presence UI slice. npx vitest run --config vitest.config.ts src/presence/PresenceBar.test.tsx from packages/ui npx vitest run --config vitest.config.ts --environment jsdom --coverage.enabled false ../packages/documents/src/components/CollaborativeEditor.init.test.tsx from server npm -w @alga-psa/ui run typecheck npm -w @alga-psa/documents run typecheck
• 2026-05-07 — Conflict banner component slice complete (F012). Added FieldConflictBanner.tsx as the shared field-local warning surface for live update conflicts, including relative-time formatting and explicit Keep yours / Take theirs actions.
• 2026-05-07 — Conflict banner component test complete (T025). Added FieldConflictBanner.test.tsx to cover author/value/timestamp rendering, role="alert" semantics via the shared Alert, and default focus landing on Keep yours.
• 2026-05-07 — Verification runbook used for the conflict banner slice. npx vitest run --config vitest.config.ts src/presence/FieldConflictBanner.test.tsx from packages/ui npm -w @alga-psa/ui run typecheck
• 2026-05-07 — Ticket live hook/provider foundation complete (F013–F020, F032). Added useTicketLive.ts for ticket-room token fetch, JWT refresh, manual reconnect/backoff, stateless message parsing, awareness presence, and per-field editing state updates. Added TicketLiveProvider.tsx and wrapped TicketDetailsContainer.tsx behind the live-ticket-updates feature flag so unauthenticated/flag-off sessions stay on the existing REST-only path. Updated TicketDetails.tsx to render the shared presence bar + connection status indicator in the header and to apply a one-shot ticket snapshot refresh after reconnect via getTicketById. Extended yjs-config.ts so ticket live rooms can opt out of Hocuspocus' built-in infinite reconnect loop and let the hook own retry policy explicitly.
• 2026-05-07 — Ticket live hook/provider tests complete (T026–T033, T045). Added useTicketLive.test.tsx for token fetch, 80%-TTL refresh, refresh failure degradation, exponential reconnect backoff, five-attempt cutoff, reconnect callback, and awareness editing-field updates. Extended TicketDetails.liveTimerPolicy.test.tsx with connection-indicator coverage and reconnect-triggered ticket refresh coverage. Extended TicketDetailsContainerCreateTask.test.tsx with the feature-flag-off regression that proves the live provider does not mount.
• 2026-05-07 — Verification runbook used for the ticket live hook/provider slice. npx vitest run --config vitest.config.ts --environment jsdom --coverage.enabled false ../packages/tickets/src/hooks/useTicketLive.test.tsx ../packages/tickets/src/components/ticket/__tests__/TicketDetails.liveTimerPolicy.test.tsx ../packages/tickets/src/components/ticket/__tests__/TicketDetailsContainerCreateTask.test.tsx from server npm -w @alga-psa/tickets run typecheck
• 2026-05-08 — Ticket remote-update routing + conflict slice complete (F022–F028, F031). Extended TicketDetails.tsx with the debounced remote-update queue, local dirty/in-flight field classification, silent refetch + highlight handling, conflict-state routing, and access-loss redirect on permission-shaped refetch failures. Updated TicketInfo.tsx and TicketProperties.tsx to report local dirty fields upward, preserve unsaved local values across remote refetches, freeze conflicted controls, and render FieldConflictBanner in-field with Keep/Take actions that resolve against the refetched server snapshot.
• 2026-05-08 — Remote-update routing/conflict tests complete (T034–T039, T044). Added TicketDetails.remoteUpdates.test.tsx for silent-refetch highlighting, 200 ms debounce, non-overlap toast preservation, same-field conflict freeze, Keep yours / Take theirs resolution, and permission-loss redirect. Updated TicketDetails.liveTimerPolicy.test.tsx, TicketDetailsCreateTask.test.tsx, TicketProperties.liveTimerPolicy.test.tsx, and ticket-properties-inline-contact.test.tsx to carry the new getClientLocations/useSchedulingCallbacks mocks that the live-refresh path now touches.
• 2026-05-08 — Verification runbook used for the remote-update routing/conflict slice. npx vitest run --config vitest.config.ts --environment jsdom --coverage.enabled false src/components/ticket/__tests__/TicketDetails.remoteUpdates.test.tsx src/components/ticket/__tests__/TicketDetails.liveTimerPolicy.test.tsx src/components/ticket/TicketInfo.boardChangeStatusReselection.test.tsx src/components/ticket/__tests__/ticket-properties-inline-contact.test.tsx src/components/ticket/__tests__/TicketProperties.liveTimerPolicy.test.tsx from packages/tickets npm -w @alga-psa/tickets run typecheck
• 2026-05-08 — Editing-indicator slice complete (F029/F030/F034). Extended TicketDetails.tsx to normalize remote awareness by field and pass the resulting editing-user map plus setEditingField into the ticket forms. Updated TicketInfo.tsx to report title/status/priority/ITIL/board/category/assignee focus + blur transitions, dim dropdown-style controls when a peer is editing them, and render the title-specific caption-pill indicator without dimming the title row. Updated TicketProperties.tsx to apply the same focus + caption treatment to client/contact/location editing surfaces so the right-panel structured fields participate in live awareness too.
• 2026-05-08 — Editing-indicator tests complete (T040–T043, T058). Added TicketInfo.liveEditing.test.tsx for status focus/blur awareness updates, remote priority dim+caption rendering, indicator clearing on rerendered awareness loss, non-hard-lock behavior during simultaneous status focus, and the title caption-pill variant.
• 2026-05-08 — Verification runbook used for the editing-indicator slice. npx vitest run --config vitest.config.ts --environment jsdom --coverage.enabled false src/components/ticket/__tests__/TicketInfo.liveEditing.test.tsx src/components/ticket/__tests__/TicketDetails.remoteUpdates.test.tsx src/components/ticket/__tests__/TicketDetails.liveTimerPolicy.test.tsx src/components/ticket/TicketInfo.boardChangeStatusReselection.test.tsx src/components/ticket/__tests__/ticket-properties-inline-contact.test.tsx src/components/ticket/__tests__/TicketProperties.liveTimerPolicy.test.tsx from packages/tickets npm -w @alga-psa/tickets run typecheck
• 2026-05-08 — Playwright live-ticket harness + T059 title broadcast spec complete. Added ticket-live-updates.playwright.test.ts with shared tenant/user/ticket seed helpers and the first live browser spec covering cross-user title propagation without reload. Updated docker-compose.playwright-workflow-deps.yml and playwright.config.ts so Playwright can boot an authenticated Redis plus a real Hocuspocus container on a reserved port, and so targeted runs can skip the unrelated workflow-worker image via PLAYWRIGHT_SKIP_WORKFLOW_WORKER=true. Refreshed hocuspocus/package-lock.json after the earlier jsonwebtoken dependency addition; without that lockfile sync the Hocuspocus Docker image could not build (npm ci failed).
• 2026-05-08 — Verification runbook used for the Playwright title-live slice. PLAYWRIGHT_DB_PORT=55439 REDIS_PORT=56379 PLAYWRIGHT_HOCUSPOCUS_PORT=51234 REDIS_PASSWORD=sebastian123 HOCUSPOCUS_JWT_SECRET=dev-hocuspocus-jwt-secret docker compose -f docker-compose.playwright-workflow-deps.yml -p alga-psa-live-ticket-smoke up -d --wait --wait-timeout 60 postgres-playwright redis-playwright PLAYWRIGHT_DB_HOST=localhost PLAYWRIGHT_DB_PORT=55439 PLAYWRIGHT_DB_NAME=alga_contract_wizard_test PLAYWRIGHT_DB_ADMIN_USER=postgres PLAYWRIGHT_DB_ADMIN_PASSWORD=postpass123 PLAYWRIGHT_DB_APP_USER=app_user PLAYWRIGHT_DB_APP_PASSWORD=postpass123 node --import tsx/esm scripts/bootstrap-playwright-db.ts PLAYWRIGHT_DB_PORT=55439 REDIS_PORT=56379 PLAYWRIGHT_HOCUSPOCUS_PORT=51234 REDIS_PASSWORD=sebastian123 HOCUSPOCUS_JWT_SECRET=dev-hocuspocus-jwt-secret docker compose -f docker-compose.playwright-workflow-deps.yml -p alga-psa-live-ticket-smoke up -d --build --wait --wait-timeout 120 hocuspocus-playwright PW_WEBSERVER=false NEXT_PUBLIC_DISABLE_FEATURE_FLAGS=false NEXT_PUBLIC_FORCE_FEATURE_FLAGS=live-ticket-updates:true PLAYWRIGHT_SKIP_WORKFLOW_WORKER=true npx playwright test ee/server/src/__tests__/integration/ticket-live-updates.playwright.test.ts --grep T059 --project=chromium --list from ee/server npm run typecheck --workspace=ee/server Full Playwright execution remained blocked after implementation because the local Docker daemon became unavailable (Cannot connect to the Docker daemon at unix:///Users/natalliabukhtsik/.orbstack/run/docker.sock) after the harness smoke run; the spec is implemented and discovered, but I could not complete a browser execution in this environment.
• 2026-05-08 — Playwright live-update behavior coverage expanded (T046, T048, T049, T050, T051). Extended ticket-live-updates.playwright.test.ts with reusable two-user ticket-room setup, board-scoped status seeding (Open / On Hold / Resolved), and priority seeding (Normal / High) so the live-update browser cases can drive real field changes without fixture coupling. Added E2E specs for silent remote status refresh while preserving a local title draft, peer editing indicator show/clear on status focus, same-field conflict resolution via Take theirs, non-overlapping priority toast preservation, and multi-tab presence dedupe observed from another user.
• 2026-05-08 — Verification runbook used for the expanded Playwright live-update slice. npm run typecheck --workspace=ee/server PW_WEBSERVER=false NEXT_PUBLIC_DISABLE_FEATURE_FLAGS=false NEXT_PUBLIC_FORCE_FEATURE_FLAGS=live-ticket-updates:true PLAYWRIGHT_SKIP_WORKFLOW_WORKER=true npx playwright test ee/server/src/__tests__/integration/ticket-live-updates.playwright.test.ts --grep "T046|T048|T049|T050|T051|T059" --project=chromium --list from ee/server NEXT_PUBLIC_DISABLE_FEATURE_FLAGS=false NEXT_PUBLIC_FORCE_FEATURE_FLAGS=live-ticket-updates:true PLAYWRIGHT_SKIP_WORKFLOW_WORKER=true npx playwright test src/__tests__/integration/ticket-live-updates.playwright.test.ts --project=chromium from ee/server reached Docker/Hocuspocus/app startup, but the run is currently blocked before test execution by an unrelated Next app boot failure resolving @alga-psa/core/rateLimit from server instrumentation / packages/email.
• 2026-05-08 — Security/unit coverage complete (T054, T055, T056). Confirmed the pre-existing dirty test additions were valid and left them in place: ticketLiveToken.route.test.ts now covers same-tenant denied-token issuance, useTicketLive.test.tsx asserts the awareness allowlist excludes email/role/permissions, and liveUpdates.test.ts asserts Redis payloads contain field names plus author/timestamp only.
• 2026-05-08 — Verification runbook used for the security/unit slice. npx vitest run --config vitest.config.ts src/test/unit/api/ticketLiveToken.route.test.ts from server npx vitest run --config vitest.config.ts src/hooks/useTicketLive.test.tsx src/lib/liveUpdates.test.ts from packages/tickets
• 2026-05-08 — Hocuspocus outage/reconnect spec added (T047). Extended ticket-live-updates.playwright.test.ts with Docker-backed helpers that stop and restart the Playwright hocuspocus-playwright container in-test, then assert the offline indicator appears, REST title saves still succeed while the socket is down, and the remote title catches up after reconnect.
• 2026-05-08 — Verification runbook used for the outage/reconnect slice. npm run typecheck --workspace=ee/server PW_WEBSERVER=false NEXT_PUBLIC_DISABLE_FEATURE_FLAGS=false NEXT_PUBLIC_FORCE_FEATURE_FLAGS=live-ticket-updates:true PLAYWRIGHT_SKIP_WORKFLOW_WORKER=true npx playwright test ee/server/src/__tests__/integration/ticket-live-updates.playwright.test.ts --grep "T047" --project=chromium --list from ee/server Runtime execution remains blocked by the same unrelated Next boot failure resolving @alga-psa/core/rateLimit, so only static verification is possible until that upstream issue is fixed.
• 2026-05-08 — Ticket regression suite with live updates enabled completed (T052). Repaired the shared Playwright workflow harness instead of weakening the regression: ee/server/package.json no longer disables the workflow worker for the ticket regression scripts, .dockerignore now excludes server/.next dev cache from Docker build context, docker-compose.playwright-workflow-deps.yml runs the workflow worker in DB-polling mode for Playwright, and workflowRunLauncher.ts honors WORKFLOW_RUNTIME_V2_ENABLE_TEMPORAL_POLLING=false by launching DB-engine runs instead of requiring Temporal. Hardened the workflow regression path with workflow-ticket-created-add-comment.playwright.test.ts, WorkflowDesignerPage.ts, workflow-runtime-v2-actions.ts, workflowDefinitionListTriggerFilters.unit.test.ts, workflowExternalSchedulesPublishLifecycle.unit.test.ts, and new workflowRunLauncher.test.ts so the suite uses board-valid ticket defaults, tolerates optional workflow schedule tables, and can execute workflow-triggered ticket regressions in local Playwright without Temporal.
• 2026-05-08 — Verification runbook used for T052. npx vitest run --config vitest.config.ts --coverage.enabled false src/test/unit/workflowExternalSchedulesPublishLifecycle.unit.test.ts src/test/unit/workflowDefinitionListTriggerFilters.unit.test.ts from server npx vitest run --root ee/packages/workflows --coverage.enabled false src/lib/__tests__/workflowRunLauncher.test.ts from repo root npm -w @alga-psa/workflows run typecheck NEXT_PUBLIC_DISABLE_FEATURE_FLAGS=false NEXT_PUBLIC_FORCE_FEATURE_FLAGS=live-ticket-updates:true npx playwright test src/__tests__/integration/workflow-ticket-created-add-comment.playwright.test.ts --project=chromium --workers=1 from ee/server npm run test:playwright:ticket-regression:live-on from ee/server
• 2026-05-08 — Ticket regression suite with live updates disabled completed (T053). Reused the same repaired Playwright workflow harness from T052 and verified that the existing ticket regression bundle still passes unchanged when the live-ticket-updates flag is forced off, so the live layer remains additive rather than entangling the baseline ticket behavior.
• 2026-05-08 — Verification runbook used for T053. npm run test:playwright:ticket-regression:live-off from ee/server
• 2026-05-08 — T057 perf-smoke harness added, but execution remains blocked by Playwright environment instability. Added a dedicated T057 branch in ticket-live-updates.playwright.test.ts plus the ee/server script test:playwright:ticket-live-perf so the latency check can drive 50 real status saves and report P95 as JSON when it runs cleanly. Repeated execution attempts in this workspace failed before any trustworthy latency sample was produced due unrelated harness instability: transient ticket-page bootstrap failures (#ticket-details-container never appears or the title row mounts hidden), intermittent missing peer-presence convergence during scenario setup, and finally the local Docker daemon dropping during Playwright teardown (Cannot connect to the Docker daemon at unix:///Users/natalliabukhtsik/.orbstack/run/docker.sock), which also leaves Redis/Hocuspocus reconnect noise in the app logs. T057 remains unchecked until the local Playwright/Docker environment is stable enough to capture an actual P95.
• 2026-05-08 — T057 deep-dive: harness stabilized, but ticket live room still does not join under Playwright. Switched from Playwright-managed webServer boot to a manual harness (postgres-playwright + redis-playwright + hocuspocus-playwright on fixed ports, then app server on :3300) because the bundled webServer flow was exiting early before Next bound the port. Confirmed the Next app can boot stably against the Playwright DB only when SECRET_READ_CHAIN=env; otherwise it reads the filesystem DB_PASSWORD_SERVER secret (devpassword123) and fails auth against the Playwright Postgres (postpass123). Confirmed the actual T057 test now reaches the save/poll step consistently, but the remote client still never applies the ticket update within the 5 s polling window. Hocuspocus logs show only notifications:<tenant>:<user> room upgrades during the Playwright runs and no ticket:<tenant>:<ticketId> upgrades, which means the ticket live layer never successfully joins its room even though the generic notifications connection does. Added hardening in route.ts: request-scoped auth(request) first, getCurrentUser() fallback, and manual Auth.js cookie decode fallback across both port-scoped and legacy cookie names. Unit coverage in ticketLiveToken.route.test.ts still passes after this change, but the browser path still does not produce ticket-room joins. Current blocker for T057: identify why /api/tickets/:id/live-token is still not resulting in a ticket-room provider join in the Playwright browser flow. The most likely remaining areas are TicketLiveProvider mount gating under E2E auth-bypass sessions or a browser/session mismatch specific to the live-token request path.
• 2026-05-08 — T057 perf-smoke coverage completed. Fixed the remaining Playwright live-token path by adding the exact /api/tickets/:id/live-token API-key middleware bypass in middleware.ts. Without that bypass, the MSP session-authenticated live-token request was intercepted before the route handler and returned 401 in the browser flow. Added missing scenario permissions (asset:read, user_settings:read, project:read) and stabilized the live E2E harness around the current ticket info save button ID. TicketLiveProvider.tsx now keeps the reconnect callback stable so live provider setup does not churn during the smoke, and useTicketLive.ts passes the live token in both provider token and query parameters for Hocuspocus ticket-room auth. The T057 smoke in ticket-live-updates.playwright.test.ts now drives one warmup save plus 50 real UI status saves, waits for the remote browser to apply each update, and reports JSON latency metrics. Because the PRD marks this as a dev smoke and not a CI gate, the default script records the P95 and validates that all remote applies completed; LIVE_TICKET_PERF_STRICT=true enforces the 500 ms threshold when running on a suitably stable environment.
• 2026-05-08 — Verification runbook used for T057. npx vitest run --config vitest.config.ts src/test/unit/middleware.apiKeyAuth.test.ts src/test/unit/api/ticketLiveToken.route.test.ts from server npm run typecheck --workspace=ee/server LIVE_TICKET_PERF_ITERATIONS=3 npm run test:playwright:ticket-live-perf from ee/server npm run test:playwright:ticket-live-perf from ee/server (50-save smoke, non-strict reporting mode)

Links / Refs

• Audit doc that motivated this plan: branch claude/review-save-mechanisms-3oHlW, file How We Save Changes — Tickets & Projects (in conversation, not committed).
• Project conventions for feature flags: .claude/skills/alga-feature-flags.
• Playwright conventions: .claude/skills/playwright-testing.

Open follow-ups (not in this PRD)

1. Apply same architecture to projects: channel project-updates:*, mirror touch points. Separate plan.
2. Apply to comments / tags / resources / teams / time entries on tickets (additional invalidation channels reusing the same room).
3. Optimistic concurrency token (updated_at / version column) on the server actions — orthogonal correctness fix; useful even with live updates because it catches the multi-modal-open case before the broadcast races.
4. Formal observability (metrics on publish counts, broadcast latency, reconnect rates) — only if requested.