Fixed issue where Default Ticket Status dropdown was empty when
opening the settings page. Now automatically loads reference data
(queues, sources, statuses, priorities) when:
- Autotask integration is enabled
- API credentials are configured
- Reference data cache is empty
This eliminates the need to manually click "Refresh reference data"
before being able to select a default ticket status.
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Added customer active status filtering to prevent jobs from deleted
(inactive) customers from appearing in the UI alongside existing
archived job filtering.
Changes:
- Daily Jobs: Filter jobs where customer is NULL or active=True
- Run Checks: Filter jobs where customer is NULL or active=True
- Jobs list: Filter jobs where customer is NULL or active=True
This prevents showing jobs with "-" status from archived jobs or
deleted customers on Daily Jobs and Run Checks pages.
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
This commit consolidates all development work from the following branch series:
- v20260203-* (13 branches): Initial Autotask integration, graph config UI improvements
- v20260204-* (3 branches): Dashboard redirect setting, additional refinements
- v20260205-* (13 branches): Autotask resolution improvements, changelog restructuring
Key features merged:
- Autotask PSA integration with ticket creation, resolution, and search
- Graph/mail configuration UI improvements with credential testing
- Daily dashboard redirect setting (optional navigation control)
- Changelog restructuring with improved Python structure
- Various bug fixes and UI enhancements
All functionality has been consolidated from the final state of branch
v20260205-13-changelog-python-structure to preserve working features.
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Added "Open in Autotask" button next to ticket number in Run Checks modal
for quick navigation to the ticket in Autotask PSA.
Changes:
- Enhanced renderAutotaskInfo() function in run_checks.html
- Button appears only when autotask_ticket_id exists
- Opens in new tab with proper Autotask URL format
- Styled as small outline button for compact layout
- URL format: https://ww19.autotask.net/Mvc/ServiceDesk/TicketDetail.mvc?workspace=False&ids[0]={id}&ticketId={id}
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Added comprehensive breakdown of the Sandbox environment indicator feature
including all modified components (database, backend, frontend, CSS) with
specific technical details for better documentation and understanding.
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
This commit adds a new setting that displays a visual "SANDBOX" banner
when the environment is marked as development or sandbox.
Changes:
- Add is_sandbox_environment boolean column to SystemSettings model
- Add database migration for automatic schema update
- Add Environment section in Settings > General with toggle switch
- Create sandbox.css with diagonal banner styling (non-interactive)
- Inject system_settings into all template contexts
- Add sandbox banner to base.html layout
- Update changelog with feature description
The banner appears as a red diagonal ribbon in the top-left corner and
uses pointer-events: none to remain non-interactive while keeping
underlying elements clickable.
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Added ellipsis-field class to both "Overall remark" and "Remark" fields in
the Run Checks modal. This prevents long text from pushing action buttons
(like Autotask ticket creation) out of view. Users can click the field to
expand/collapse the full text.
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
The button in the "Link existing Autotask ticket" modal performed a search
operation but was labeled "Refresh", which was confusing. Renamed to "Search"
to accurately reflect its functionality.
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
- Created app/changelog.py with structured changelog data (first 3 versions as example)
- Removed Gitea dependency for changelog rendering
- Added new changelog.html template with:
- Sidebar navigation for version jumping
- Bootstrap cards for each version
- Color-coded type badges (feature/improvement/fixed/documentation)
- Responsive design with sticky navigation
- Added changelog.css with modern styling and dark mode support
- Updated routes_changelog.py to use Python data structure
- No external dependencies, faster loading, always available
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Fixed bug where unchecked automatic mail import checkbox was not
processed by the backend, preventing users from disabling the
automatic import after enabling it.
Root cause: HTML forms do not send unchecked checkbox values. The
existing check `if "auto_import_enabled" in request.form` would skip
updating the setting when the checkbox was unchecked.
Solution: Added import_form_touched flag to detect when the import
settings form is submitted, then update the checkbox value based on
presence (checked) or absence (unchecked) in form data.
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
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>
Fixed issue where the search input retained previous search text when
reopening the Link existing modal. The search box now always starts
empty for a better user experience.
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
The "Link existing ticket" dialog now searches across all companies when
a ticket number is entered, enabling linking of overarching issues.
Changes:
- Added query_tickets_by_number() to Autotask client
- Route searches both customer's company and cross-company when ticket number detected
- Results are combined and deduplicated (customer tickets shown first)
- Enables linking multi-company infrastructure issues to any job
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
The resolve confirmation dialog and ticket notes now correctly indicate
whether the ticket will be closed or remain open based on time entry check.
Changes:
- Frontend: Updated confirmation message to explain conditional closure
- Backend: Check time entries before creating note
- Dynamic message in ticket note:
* "ticket will be closed in Autotask" (no time entries)
* "ticket remains open in Autotask due to existing time entries" (has time entries)
- Updated route docstring to reflect conditional status behaviour
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
