Restore complete consolidated changelog for 2026-02-06
Merged all changes from today's branches into complete changelog: - Sandbox environment indicator (v20260206-01-04) - Branch merge and cleanup (v20260206-05) - Filter archived/deleted jobs (v20260206-06) - Autotask settings improvements (v20260206-07) Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
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This file documents all changes made to this project via Claude Code.
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## [2026-02-06]
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### Added
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- Added Sandbox/Development environment indicator feature:
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- **Database Model**: Added `is_sandbox_environment` boolean column to `SystemSettings` model (defaults to `False` for production safety)
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- **Database Migration**: Created `migrate_system_settings_sandbox_environment()` function for automatic schema update on deployment (idempotent, safe to run multiple times)
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- **Backend Routes**:
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- Extended `routes_settings.py` to process the new checkbox setting in the General tab
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- Updated `routes_shared.py` context processor to inject `system_settings` into all template contexts
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- **Settings UI**:
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- Added new "Environment" card in Settings > General (placed after Navigation section)
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- Toggle switch with clear English description: "Mark this as a Sandbox/Development environment"
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- Help text explains visual banner behavior
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- **CSS Styling**:
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- Created `sandbox.css` with diagonal red banner styling
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- Position: top-left corner, rotated 45 degrees
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- Color: Bootstrap danger red (#dc3545) with white text
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- Z-index: 9999 (always on top)
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- `pointer-events: none` - banner itself is non-interactive, elements behind it remain clickable
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- Box-shadow for depth effect
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- **Base Template**:
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- Banner conditionally displayed only when setting is enabled
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- CSS include added to `<head>` section
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- Banner placed directly after `<body>` tag, before navbar
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- The banner displays "SANDBOX" in uppercase with letter-spacing for clear visibility across all pages
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- Auto-load Autotask reference data on Settings page load:
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- Automatically fetches queues, ticket sources, statuses, and priorities when opening Settings
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- Only triggers when Autotask is enabled, credentials are configured, and cache is empty
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- Eliminates need to manually click "Refresh reference data" before selecting defaults
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- Displays info message with loaded data counts
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### Changed
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- Renamed "Refresh" button to "Search" in Link existing Autotask ticket modal for better clarity (the button performs a search operation)
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- Added ellipsis-field functionality to "Overall remark" and "Remark" fields in Run Checks modal to prevent long text from hiding action buttons (click to expand/collapse)
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- Enhanced Autotask ticket display in Run Checks modal:
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- Added "Open in Autotask" button next to ticket number for direct navigation to ticket in Autotask PSA
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- Button only appears when ticket is linked (autotask_ticket_id exists) and Autotask integration is enabled
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- Opens in new tab with proper URL format including workspace and ticket ID parameters
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- Styled as small outline button to maintain compact layout
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- Merged all feature branches from v20260203-01 through v20260205-13 into main branch
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- Consolidated 29 feature branches spanning three development cycles
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- Used final state from v20260205-13-changelog-python-structure to preserve all functionality
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- Successfully integrated Autotask PSA integration, changelog restructuring, and UI improvements
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- All features from individual branches now available in main
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- Reorganized Autotask settings into two separate forms with dedicated save buttons:
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- **Autotask Settings** form with "Save Autotask Settings" button inside the card
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- **Ticket Defaults** form with "Save Ticket Defaults" button inside the card
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- All fields marked as required with red asterisks (*)
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- HTML5 validation prevents saving incomplete configurations
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- Clear visual separation improves UX and prevents accidental saves
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### Fixed
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- Jobs from archived jobs and inactive customers no longer appear on Daily Jobs, Run Checks, and Jobs list pages
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- Added customer active status filtering to all job list queries
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- Jobs now filtered where customer is NULL or active=True alongside existing archived=False filter
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- Prevents showing jobs with "-" status from deleted customers or archived jobs
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- Default Ticket Status dropdown no longer appears empty on first visit to Settings page
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- Default Ticket Status value is now protected against accidental clearing:
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- Only updates when a valid status is selected
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- Only allows clearing if reference data is loaded (dropdown has options)
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- Preserves existing value if dropdown is empty (prevents data loss)
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- Fixes issue where "Create Autotask ticket" failed due to missing default status after saving settings with empty dropdown
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### Removed
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- Cleaned up 66 merged feature branches from repository (both local and remote):
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- Removed all v20260113-* branches (8 branches)
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- Removed all v20260115-* branches (17 branches)
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- Removed all v20260116-* branches (12 branches)
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- Removed all v20260119-* branches (18 branches)
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- Removed all v20260120-* branches (11 branches)
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- Repository now contains only main branch and current working branches (v20260206-*)
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## [2026-02-05]
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### Added
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