Polish changelog wording for 2026-02-16 and 2026-02-19
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@ -5,43 +5,43 @@ This file documents all changes made to this project via Claude Code.
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## [2026-02-19]
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### Added
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- Added an explicit `Include Autotask IDs` import option to the Approved Jobs JSON import form in Settings → Maintenance
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- Added an explicit `Include Autotask IDs` import option to the Customers CSV import form
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- Explicit `Include Autotask IDs` import option in the Approved Jobs JSON import form (Settings -> Maintenance)
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- Explicit `Include Autotask IDs` import option in the Customers CSV import form
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### Changed
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- Changed Approved Jobs import behavior to only apply `autotask_company_id` and `autotask_company_name` when the new import option is checked
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- Changed Customers CSV import behavior to only apply Autotask mapping fields when the new import option is checked
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- Changed import success/audit output for both jobs and customers imports to include whether Autotask IDs were imported
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- Approved Jobs import now only applies `autotask_company_id` and `autotask_company_name` when the import option is checked
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- Customers CSV import now only applies Autotask mapping fields when the import option is checked
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- Import success and audit output now includes whether Autotask IDs were imported
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## [2026-02-16]
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### Added
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- Added customer-to-jobs navigation by making customer names clickable on the Customers page, linking to `/jobs?customer_id=<id>`
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- Added Jobs page customer filter context UI with an active filter banner and a "Clear filter" action
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- Added global search page (`/search`) with grouped results for Inbox, Customers, Jobs, Daily Jobs, Run Checks, Tickets, Existing overrides, and Reports
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- Added navbar search form to trigger global search from all authenticated pages
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- Customer-to-jobs navigation by making customer names clickable on the Customers page (`/jobs?customer_id=<id>`)
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- Jobs page customer filter context UI with an active filter banner and a "Clear filter" action
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- Global search page (`/search`) with grouped results for Inbox, Customers, Jobs, Daily Jobs, Run Checks, Tickets, Existing overrides, and Reports
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- Navbar search form to trigger global search from all authenticated pages
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- Dedicated Remarks section in global search results (with paging and detail links), so remark records are searchable alongside tickets
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### Changed
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- Changed `/jobs` route to accept optional `customer_id` query parameter and return only jobs for that customer when provided
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- Changed default Jobs listing behavior to keep existing inactive-customer filtering only when no `customer_id` filter is applied
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- Changed `docs/technical-notes-codex.md` with updated "Last updated" date, Customers→Jobs navigation notes, and test build/push validation snapshot
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- Changed search matching to be case-insensitive with wildcard support (`*`) and automatic contains behavior (`*term*`) per search term
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- Changed global search visibility to only include sections accessible to the currently active role
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- Changed `docs/technical-notes-codex.md` with a dedicated Global Grouped Search section (route/UI/behavior/access rules) and latest test build digest for `v20260216-02-global-search`
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- Changed global search to support per-section pagination (previous/next) so results beyond the first 10 can be browsed per section while preserving the current query/state
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- Changed Daily Jobs search result metadata to include expected run time, success indicator, and run count for the selected day
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- Changed Daily Jobs search result links to open the same Daily Jobs modal flow via `open_job_id` (instead of only navigating to the overview page)
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- Changed `docs/technical-notes-codex.md` to include search pagination query params, Daily Jobs modal-open search behavior, and latest successful test-build digest
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- Changed search pagination buttons to preserve scroll position by linking back to the active section anchor after page navigation
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- Changed "Open <section>" behavior from global search to pass `q` into destination pages and apply page-level filtering, so opened overviews reflect the same search term
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- Changed filtering support on Inbox, Customers, Jobs, Daily Jobs, Run Checks, Tickets, Overrides, and Reports routes to accept wildcard-enabled `q` terms from search
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- Changed Reports frontend loading (`/api/reports`) to forward URL `q` so client-side refresh keeps the same filtered result set
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- Changed Daily Jobs search section UI to show an explicit English note that the Daily Jobs page itself is day-scoped while search matches can reflect jobs across other days
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- Added a dedicated Remarks section to global search results (with paging and detail links), so remark records are searchable alongside tickets
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- Changed `docs/technical-notes-codex.md` to include remarks in grouped search sections, `p_remarks` pagination key, q-forwarding to overview pages, and latest test-build digest
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- `/jobs` route now accepts optional `customer_id` and returns only jobs for that customer when provided
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- Default Jobs listing keeps inactive-customer filtering only when no `customer_id` filter is applied
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- Updated `docs/technical-notes-codex.md` with a new "Last updated" date, Customers->Jobs navigation notes, and test build/push validation snapshot
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- Search matching is now case-insensitive with wildcard support (`*`) and automatic contains behavior (`*term*`) per search term
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- Global search visibility now only includes sections accessible to the currently active role
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- Updated `docs/technical-notes-codex.md` with a dedicated Global Grouped Search section (route/UI/behavior/access rules) and latest test build digest for `v20260216-02-global-search`
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- Global search now supports per-section pagination (previous/next), so results beyond the first 10 can be browsed per section while preserving current query/state
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- Daily Jobs search result metadata now includes expected run time, success indicator, and run count for the selected day
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- Daily Jobs search result links now open the same Daily Jobs modal flow via `open_job_id` (instead of only navigating to the overview page)
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- Updated `docs/technical-notes-codex.md` with search pagination query params, Daily Jobs modal-open search behavior, and latest successful test-build digest
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- Search pagination buttons now preserve scroll position by linking back to the active section anchor after page navigation
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- "Open <section>" behavior now passes `q` into destination pages and applies page-level filtering, so opened overviews reflect the same search term
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- Filtering support on Inbox, Customers, Jobs, Daily Jobs, Run Checks, Tickets, Overrides, and Reports now accepts wildcard-enabled `q` terms from search
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- Reports frontend loading (`/api/reports`) now forwards URL `q` so client-side refresh keeps the same filtered result set
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- Daily Jobs search section UI now shows an explicit English note that the Daily Jobs page itself is day-scoped while search matches can reflect jobs across other days
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- Updated `docs/technical-notes-codex.md` to include remarks in grouped search sections, `p_remarks` pagination key, q-forwarding to overview pages, and latest test-build digest
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### Fixed
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- Fixed `/search` page crash (`TypeError: 'builtin_function_or_method' object is not iterable`) by replacing Jinja dict access from `section.items` to `section['items']` in `templates/main/search.html`
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- `/search` page crash (`TypeError: 'builtin_function_or_method' object is not iterable`) by replacing Jinja dict access from `section.items` to `section['items']` in `templates/main/search.html`
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## [2026-02-13]
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