Improve Autotask customer mapping with auto-search

Added automatic search for similar company names when opening unmapped
customers in the edit modal. This speeds up the mapping process by
eliminating manual searches.

Changes:
- Clear search box when opening customer edit modal
- Auto-populate search with customer name for unmapped customers
- Automatically display matching Autotask companies as suggestions
- Refactor search logic into reusable performAutotaskSearch() function

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>

containers/backupchecks/src/templates/main/customers.html

@@ -370,6 +370,7 @@
           if (atResults) {
             clearResults();
           }
+          if (atSearchInput) atSearchInput.value = '';
           setSelectedCompanyId(null);
           setMsg("", false);
 
@@ -379,13 +380,21 @@
             var atStatus = btn.getAttribute("data-autotask-mapping-status") || "";
             var atLast = btn.getAttribute("data-autotask-last-sync-at") || "";
             renderCurrentMapping(atCompanyId, atCompanyName, atStatus, atLast);
+
+            // Auto-search for similar companies if not yet mapped
+            if (!atCompanyId && name && atSearchInput) {
+              atSearchInput.value = name;
+              performAutotaskSearch(name);
+            }
           }
         });
       });
 
-      if (atSearchBtn && atSearchInput && atResults) {
+      // Reusable Autotask search function
-        atSearchBtn.addEventListener("click", async function () {
+      async function performAutotaskSearch(query) {
-          var q = (atSearchInput.value || "").trim();
+        if (!atResults) return;
+
+        var q = (query || "").trim();
         if (!q) {
           setMsg("Enter a search term.", true);
           return;
@@ -439,6 +448,12 @@
           atResults.innerHTML = "<div class=\"text-muted small\">No results.</div>";
           setMsg(e && e.message ? e.message : "Search failed.", true);
         }
+      }
+
+      if (atSearchBtn && atSearchInput && atResults) {
+        atSearchBtn.addEventListener("click", async function () {
+          var q = (atSearchInput.value || "").trim();
+          await performAutotaskSearch(q);
         });
       }
 

docs/changelog-claude.md

@@ -5,6 +5,10 @@ This file documents all changes made to this project via Claude Code.
 ## [2026-02-05]
 
 ### Added
+- Autotask customer mapping now auto-searches for similar company names when opening unmapped customers:
+  - Automatically populates search box with customer name
+  - Displays matching Autotask companies as suggestions
+  - Speeds up mapping process by eliminating manual search for most customers
 - Autotask "Link existing ticket" now supports cross-company ticket search:
   - Added `query_tickets_by_number()` to search tickets by number across all companies
   - When searching with a ticket number (e.g., "T20260205.0001"), results include:
@@ -29,6 +33,7 @@ This file documents all changes made to this project via Claude Code.
 
 ### Fixed
 - Autotask "Link existing" search box now clears when opening the modal instead of retaining previous search text
+- Autotask customer mapping search box now clears when opening the edit modal instead of retaining previous search text
 - Autotask ticket resolution update now correctly preserves exact field values from GET response in PUT payload.
   The `issueType`, `subIssueType`, and `source` fields are copied with their exact values (including null)
   from the GET response, as required by Autotask API. Previously these fields were being skipped or modified.