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);
 
@@ -379,66 +380,80 @@
             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);
+            }
           }
         });
       });
 
+      // Reusable Autotask search function
+      async function performAutotaskSearch(query) {
+        if (!atResults) return;
+
+        var q = (query || "").trim();
+        if (!q) {
+          setMsg("Enter a search term.", true);
+          return;
+        }
+        setMsg("Searching...", false);
+        setSelectedCompanyId(null);
+        atResults.innerHTML = "<div class=\"text-muted small\">Searching...</div>";
+
+        try {
+          var resp = await fetch("/api/autotask/companies/search?q=" + encodeURIComponent(q), {
+            method: "GET",
+            credentials: "same-origin",
+          });
+          var data = await resp.json();
+          if (!resp.ok || !data || data.status !== "ok") {
+            throw new Error((data && data.message) ? data.message : "Search failed.");
+          }
+          var items = data.items || [];
+          if (!items.length) {
+            atResults.innerHTML = "<div class=\"text-muted small\">No companies found.</div>";
+            setMsg("No companies found.", false);
+            return;
+          }
+          var html = "";
+          items.forEach(function (it) {
+            var cid = it.id;
+            var name = it.companyName || it.name || ("Company #" + cid);
+            var active = (it.isActive === false) ? " (inactive)" : "";
+            html +=
+              "<div class=\"form-check\">" +
+              "<input class=\"form-check-input\" type=\"radio\" name=\"autotaskCompanyPick\" id=\"at_company_" + cid + "\" value=\"" + cid + "\" />" +
+              "<label class=\"form-check-label\" for=\"at_company_" + cid + "\">" +
+              name.replace(/</g, "&lt;").replace(/>/g, "&gt;") +
+              " <span class=\"text-muted\">(ID: " + cid + ")</span>" +
+              "<span class=\"text-muted\">" + active + "</span>" +
+              "</label>" +
+              "</div>";
+          });
+          atResults.innerHTML = html;
+
+          var radios = atResults.querySelectorAll("input[name='autotaskCompanyPick']");
+          radios.forEach(function (r) {
+            r.addEventListener("change", function () {
+              setSelectedCompanyId(r.value);
+              setMsg("Selected company ID: " + r.value, false);
+            });
+          });
+
+          setMsg("Select a company and click Set mapping.", false);
+        } catch (e) {
+          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();
-          if (!q) {
+          await performAutotaskSearch(q);
-            setMsg("Enter a search term.", true);
-            return;
-          }
-          setMsg("Searching...", false);
-          setSelectedCompanyId(null);
-          atResults.innerHTML = "<div class=\"text-muted small\">Searching...</div>";
-
-          try {
-            var resp = await fetch("/api/autotask/companies/search?q=" + encodeURIComponent(q), {
-              method: "GET",
-              credentials: "same-origin",
-            });
-            var data = await resp.json();
-            if (!resp.ok || !data || data.status !== "ok") {
-              throw new Error((data && data.message) ? data.message : "Search failed.");
-            }
-            var items = data.items || [];
-            if (!items.length) {
-              atResults.innerHTML = "<div class=\"text-muted small\">No companies found.</div>";
-              setMsg("No companies found.", false);
-              return;
-            }
-            var html = "";
-            items.forEach(function (it) {
-              var cid = it.id;
-              var name = it.companyName || it.name || ("Company #" + cid);
-              var active = (it.isActive === false) ? " (inactive)" : "";
-              html +=
-                "<div class=\"form-check\">" +
-                "<input class=\"form-check-input\" type=\"radio\" name=\"autotaskCompanyPick\" id=\"at_company_" + cid + "\" value=\"" + cid + "\" />" +
-                "<label class=\"form-check-label\" for=\"at_company_" + cid + "\">" +
-                name.replace(/</g, "&lt;").replace(/>/g, "&gt;") +
-                " <span class=\"text-muted\">(ID: " + cid + ")</span>" +
-                "<span class=\"text-muted\">" + active + "</span>" +
-                "</label>" +
-                "</div>";
-            });
-            atResults.innerHTML = html;
-
-            var radios = atResults.querySelectorAll("input[name='autotaskCompanyPick']");
-            radios.forEach(function (r) {
-              r.addEventListener("change", function () {
-                setSelectedCompanyId(r.value);
-                setMsg("Selected company ID: " + r.value, false);
-              });
-            });
-
-            setMsg("Select a company and click Set mapping.", false);
-          } catch (e) {
-            atResults.innerHTML = "<div class=\"text-muted small\">No results.</div>";
-            setMsg(e && e.message ? e.message : "Search failed.", true);
-          }
         });
       }
 

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.