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Polish changelog wording for 2026-02-16 and 2026-02-19

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Ivo Oskamp 2026-02-19 13:04:49 +01:00
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docs/changelog-claude.md
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@ -5,43 +5,43 @@ This file documents all changes made to this project via Claude Code.
## [2026-02-19] ## [2026-02-19]
### Added ### Added
- Added an explicit `Include Autotask IDs` import option to the Approved Jobs JSON import form in Settings → Maintenance - Explicit `Include Autotask IDs` import option in the Approved Jobs JSON import form (Settings -> Maintenance)
- Added an explicit `Include Autotask IDs` import option to the Customers CSV import form - Explicit `Include Autotask IDs` import option in the Customers CSV import form
### Changed ### Changed
- Changed Approved Jobs import behavior to only apply `autotask_company_id` and `autotask_company_name` when the new import option is checked - Approved Jobs import now only applies `autotask_company_id` and `autotask_company_name` when the import option is checked
- Changed Customers CSV import behavior to only apply Autotask mapping fields when the new import option is checked - Customers CSV import now only applies Autotask mapping fields when the import option is checked
- Changed import success/audit output for both jobs and customers imports to include whether Autotask IDs were imported - Import success and audit output now includes whether Autotask IDs were imported
## [2026-02-16] ## [2026-02-16]
### Added ### Added
- Added customer-to-jobs navigation by making customer names clickable on the Customers page, linking to `/jobs?customer_id=<id>` - Customer-to-jobs navigation by making customer names clickable on the Customers page (`/jobs?customer_id=<id>`)
- Added Jobs page customer filter context UI with an active filter banner and a "Clear filter" action - 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 - 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 - 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
- Changed `/jobs` route to accept optional `customer_id` query parameter and return only jobs for that customer when provided - `/jobs` route now accepts optional `customer_id` and returns 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 - Default Jobs listing keeps 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 - Updated `docs/technical-notes-codex.md` with a new "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 - Search matching is now 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 - Global search visibility now only includes 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` - 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`
- 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 - 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
- Changed Daily Jobs search result metadata to include expected run time, success indicator, and run count for the selected day - Daily Jobs search result metadata now includes 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) - 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)
- Changed `docs/technical-notes-codex.md` to include search pagination query params, Daily Jobs modal-open search behavior, and latest successful test-build digest - Updated `docs/technical-notes-codex.md` with 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 - Search pagination buttons now preserve scroll position by linking back to the active section anchor after page navigation
- 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 - "Open <section>" behavior now passes `q` into destination pages and applies 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 - Filtering support on Inbox, Customers, Jobs, Daily Jobs, Run Checks, Tickets, Overrides, and Reports now accepts 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 - Reports frontend loading (`/api/reports`) now forwards 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 - 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
- Added a dedicated Remarks section to global search results (with paging and detail links), so remark records are searchable alongside tickets - 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
- 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
### Fixed ### 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] ## [2026-02-13]