Commit Graph

3 Commits

Author SHA1 Message Date
f21d6f4fca Release v0.3.0
Features:
- Smart Overrides Phase 1: create overrides directly from Run Checks via
  the "Apply override for future runs?" follow-up dialog after Mark as
  Success (scope + duration choices, audit-logged).
- Cove workstation offline handling: skip schedule-based missed-runs for
  Cove workstations (always on) and add an optional colorbar-based
  offline-detection toggle in Settings -> Integrations -> Cove
  (cove_offline_detection_enabled, cove_workstation_warning_days,
  cove_workstation_error_days). Synthetic offline runs use a stable
  external_id so they escalate in place and clear once activity resumes.
- Settings -> Maintenance: Generate test run card for exercising the
  Smart Override flow.
- Restored Mark as Success button in the Run Checks modal footer.

Changes:
- Run Checks Cove same-day suppression: hide repeat Cove runs after the
  first complete success run on the same local day.
- Inbox excludes mail messages linked to archived jobs.
- Run Checks / Search overview now applies Customer.active filter.
- In-app documentation refreshed across getting-started, users,
  mail-import, integrations (Cove), settings, backup-review,
  customers-jobs and autotask sections.

Tooling:
- Adopted the shared docker-build-and-push script. Modes are now t / r;
  release version is read from docs/changelog.md; the script no longer
  performs git operations. Removed obsolete version.txt and .last-branch.

Renames:
- docs/technical-notes-codex.md -> docs/TECHNICAL.md
- docs/changelog-claude.md -> docs/changelog-develop.md

Migrations:
- migrate_cove_offline_detection (3 columns on system_settings).
2026-05-01 11:04:35 +02:00
7b4b889911 Finalize documentation audit batches and settings docs 2026-03-26 13:16:57 +01:00
8ebfb9e90f Add comprehensive TODO for reports improvements
Complete planning document for reporting feature expansion including:

Phase 1 - Settings > Reporting:
- Email settings (from_email, from_name, reply_to)
- Branding (logo upload, company_name, brand_color)
- Footer customization (contact info, footer text)
- Default email template with HTML support
- Test email function with Graph API permission check

Phase 2 - Relative Periods:
- 15 relative period options (yesterday to previous year)
- Timezone-aware period calculation (follows ui_timezone)
- "To date" periods end at yesterday 23:59 (complete days only)
- Email body template per report (HTML with placeholders)
- Template validation and XSS protection

Phase 3 - Scheduling (Future):
- Weekly, Monthly, Quarterly, Yearly frequencies
- Per-report scheduling configuration
- Graph API email sending (no SMTP/SPF issues)
- Retry logic (max 3 attempts)
- Audit logging for deliveries

Includes:
- Complete implementation plan with code snippets
- Database model changes (25+ fields)
- UI mockups for Settings and report creation
- 60+ test cases covering all features
- Success criteria per phase
- All design decisions documented

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-02-07 23:36:23 +01:00