From 3c629bb6643fd5d480c4cc87f100ce321dd3f2cd Mon Sep 17 00:00:00 2001 From: Ivo Oskamp Date: Thu, 19 Feb 2026 13:04:49 +0100 Subject: [PATCH] Polish changelog wording for 2026-02-16 and 2026-02-19 --- docs/changelog-claude.md | 54 ++++++++++++++++++++-------------------- 1 file changed, 27 insertions(+), 27 deletions(-) diff --git a/docs/changelog-claude.md b/docs/changelog-claude.md index 91b3cde..20583f0 100644 --- a/docs/changelog-claude.md +++ b/docs/changelog-claude.md @@ -5,43 +5,43 @@ This file documents all changes made to this project via Claude Code. ## [2026-02-19] ### Added -- Added an explicit `Include Autotask IDs` import option to the Approved Jobs JSON import form in Settings → Maintenance -- Added an explicit `Include Autotask IDs` import option to the Customers CSV import form +- Explicit `Include Autotask IDs` import option in the Approved Jobs JSON import form (Settings -> Maintenance) +- Explicit `Include Autotask IDs` import option in the Customers CSV import form ### Changed -- Changed Approved Jobs import behavior to only apply `autotask_company_id` and `autotask_company_name` when the new import option is checked -- Changed Customers CSV import behavior to only apply Autotask mapping fields when the new import option is checked -- Changed import success/audit output for both jobs and customers imports to include whether Autotask IDs were imported +- Approved Jobs import now only applies `autotask_company_id` and `autotask_company_name` when the import option is checked +- Customers CSV import now only applies Autotask mapping fields when the import option is checked +- Import success and audit output now includes whether Autotask IDs were imported ## [2026-02-16] ### Added -- Added customer-to-jobs navigation by making customer names clickable on the Customers page, linking to `/jobs?customer_id=` -- Added Jobs page customer filter context UI with an active filter banner and a "Clear filter" action -- Added global search page (`/search`) with grouped results for Inbox, Customers, Jobs, Daily Jobs, Run Checks, Tickets, Existing overrides, and Reports -- Added navbar search form to trigger global search from all authenticated pages +- Customer-to-jobs navigation by making customer names clickable on the Customers page (`/jobs?customer_id=`) +- Jobs page customer filter context UI with an active filter banner and a "Clear filter" action +- Global search page (`/search`) with grouped results for Inbox, Customers, Jobs, Daily Jobs, Run Checks, Tickets, Existing overrides, and Reports +- Navbar search form to trigger global search from all authenticated pages +- Dedicated Remarks section in global search results (with paging and detail links), so remark records are searchable alongside tickets ### Changed -- Changed `/jobs` route to accept optional `customer_id` query parameter and return only jobs for that customer when provided -- Changed default Jobs listing behavior to keep existing inactive-customer filtering only when no `customer_id` filter is applied -- Changed `docs/technical-notes-codex.md` with updated "Last updated" date, Customers→Jobs navigation notes, and test build/push validation snapshot -- Changed search matching to be case-insensitive with wildcard support (`*`) and automatic contains behavior (`*term*`) per search term -- Changed global search visibility to only include sections accessible to the currently active role -- 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` -- 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 -- Changed Daily Jobs search result metadata to include expected run time, success indicator, and run count for the selected day -- 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) -- Changed `docs/technical-notes-codex.md` to include search pagination query params, Daily Jobs modal-open search behavior, and latest successful test-build digest -- Changed search pagination buttons to preserve scroll position by linking back to the active section anchor after page navigation -- Changed "Open
" behavior from global search to pass `q` into destination pages and apply page-level filtering, so opened overviews reflect the same search term -- Changed filtering support on Inbox, Customers, Jobs, Daily Jobs, Run Checks, Tickets, Overrides, and Reports routes to accept wildcard-enabled `q` terms from search -- Changed Reports frontend loading (`/api/reports`) to forward URL `q` so client-side refresh keeps the same filtered result set -- 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 -- Added a dedicated Remarks section to global search results (with paging and detail links), so remark records are searchable alongside tickets -- 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 +- `/jobs` route now accepts optional `customer_id` and returns only jobs for that customer when provided +- Default Jobs listing keeps inactive-customer filtering only when no `customer_id` filter is applied +- Updated `docs/technical-notes-codex.md` with a new "Last updated" date, Customers->Jobs navigation notes, and test build/push validation snapshot +- Search matching is now case-insensitive with wildcard support (`*`) and automatic contains behavior (`*term*`) per search term +- Global search visibility now only includes sections accessible to the currently active role +- 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` +- 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 +- Daily Jobs search result metadata now includes expected run time, success indicator, and run count for the selected day +- 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) +- Updated `docs/technical-notes-codex.md` with search pagination query params, Daily Jobs modal-open search behavior, and latest successful test-build digest +- Search pagination buttons now preserve scroll position by linking back to the active section anchor after page navigation +- "Open
" behavior now passes `q` into destination pages and applies page-level filtering, so opened overviews reflect the same search term +- Filtering support on Inbox, Customers, Jobs, Daily Jobs, Run Checks, Tickets, Overrides, and Reports now accepts wildcard-enabled `q` terms from search +- Reports frontend loading (`/api/reports`) now forwards URL `q` so client-side refresh keeps the same filtered result set +- 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 +- 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 ### Fixed -- 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` +- `/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` ## [2026-02-13]