Commit Graph

150 Commits

Author SHA1 Message Date
9b905fa24f Add conditional ticket status update based on time entries
Implements API contract section 9: ticket resolution workflow with
conditional status updates based on time entry existence.

- Added query_time_entries_by_ticket_id() for POST /TimeEntries/query
- update_ticket_resolution_safe() now checks time entries:
  * No time entries: sets status to 5 (Complete)
  * Has time entries: keeps current status (ticket remains open)

This ensures tickets are only auto-closed when appropriate per the
validated Autotask API workflow.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-02-05 16:35:28 +01:00
8a733a356b Fix Autotask resolution to preserve exact field values from GET response
The issueType, subIssueType, and source fields must be sent in the PUT
payload with their exact values from GET response, including null. This
fixes HTTP 500 error where Autotask rejected picklist value 0.

Changed _pick function to return (found, value) tuple to distinguish
between "field missing" and "field is null".

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-02-05 16:29:54 +01:00
a9a60e3315 Restore Autotask PSA integration
Restored from branch v20260203-13-autotask-resolution-item-wrapper with
the following functionality:

- Autotask REST API client with support for tickets, notes, companies,
  and reference data (queues, sources, priorities, statuses)
- Safe ticket updates preserving stabilizing fields per API contract
- Database models for Autotask settings, customer mapping, and ticket linkage
- Settings UI for Autotask configuration with connection test
- Run Checks integration for ticket creation
- Customers page with Autotask company mapping
- Ticket linking during mail import

Also preserved the require_daily_dashboard_visit setting from the
current branch.

Added docs/autotask_rest_api.md with validated API contract from Postman tests.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-05 14:43:44 +01:00
abf8b89d7c Add setting to enable/disable daily dashboard redirect
Added a new setting in Settings > General > Navigation that allows
administrators to control whether users are redirected to the dashboard
on their first page view each day.

Changes:
- Added require_daily_dashboard_visit column to SystemSettings model
- Added migration for the new column (default: FALSE)
- Modified before_request hook to check the setting before redirecting
- Added Navigation card with toggle in Settings General page
- Restored changelog-claude.md with performance and feature updates

Default is OFF - users can navigate directly to any page without
being forced to visit the dashboard first.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-04 22:03:11 +01:00
fd0051cb29 Auto-commit local changes before build (2026-01-13 16:30:32) 2026-01-13 16:30:32 +01:00
934a495867 Auto-commit local changes before build (2026-01-13 15:07:59) 2026-01-13 15:07:59 +01:00
a5a1cd2743 Auto-commit local changes before build (2026-01-13 14:27:23) 2026-01-13 14:27:23 +01:00
56415eae59 Auto-commit local changes before build (2026-01-13 14:12:58) 2026-01-13 14:12:59 +01:00
f3d4145056 Auto-commit local changes before build (2026-01-13 13:17:22) 2026-01-13 13:17:22 +01:00
6c0dcf5a2d Auto-commit local changes before build (2026-01-13 13:15:30) 2026-01-13 13:15:30 +01:00
0c66ced915 Auto-commit local changes before build (2026-01-13 12:52:53) 2026-01-13 12:52:53 +01:00
a35ae4bf7a Auto-commit local changes before build (2026-01-13 12:41:58) 2026-01-13 12:41:58 +01:00
2a2237bd6e Auto-commit local changes before build (2026-01-13 10:43:31) 2026-01-13 10:43:31 +01:00
6efecc848b Auto-commit local changes before build (2026-01-13 10:21:27) 2026-01-13 10:21:27 +01:00
0cc587805f Auto-commit local changes before build (2026-01-12 16:55:54) 2026-01-12 16:55:54 +01:00
0ced2f8a48 Auto-commit local changes before build (2026-01-12 15:53:35) 2026-01-12 15:53:35 +01:00
a7d6237632 Auto-commit local changes before build (2026-01-12 15:39:19) 2026-01-12 15:39:19 +01:00
efe7bd184e Auto-commit local changes before build (2026-01-12 15:04:09) 2026-01-12 15:04:09 +01:00
f18044f72c Auto-commit local changes before build (2026-01-12 14:28:50) 2026-01-12 14:28:50 +01:00
b791c43299 Auto-commit local changes before build (2026-01-12 14:07:33) 2026-01-12 14:07:33 +01:00
1e652fe311 Auto-commit local changes before build (2026-01-12 13:58:49) 2026-01-12 13:58:49 +01:00
8c7f7f8805 Auto-commit local changes before build (2026-01-12 13:46:37) 2026-01-12 13:46:37 +01:00
2b6a78b99b Auto-commit local changes before build (2026-01-12 13:38:55) 2026-01-12 13:38:55 +01:00
0d8f4e88e6 Auto-commit local changes before build (2026-01-12 13:32:27) 2026-01-12 13:32:27 +01:00
e84e42d856 Auto-commit local changes before build (2026-01-12 12:52:12) 2026-01-12 12:52:12 +01:00
ae61c563b8 Auto-commit local changes before build (2026-01-12 12:41:47) 2026-01-12 12:41:47 +01:00
b1522cef2f Auto-commit local changes before build (2026-01-12 12:32:03) 2026-01-12 12:32:03 +01:00
ccf9af43d5 Auto-commit local changes before build (2026-01-12 11:13:43) 2026-01-12 11:13:43 +01:00
2f67b29a99 Auto-commit local changes before build (2026-01-12 10:20:41) 2026-01-12 10:20:41 +01:00
68632d4958 Auto-commit local changes before build (2026-01-12 10:11:38) 2026-01-12 10:11:38 +01:00
a7021de872 Auto-commit local changes before build (2026-01-12 09:52:29) 2026-01-12 09:52:29 +01:00
7fcdf5702f Auto-commit local changes before build (2026-01-12 09:43:48) 2026-01-12 09:43:48 +01:00
c8b85316e9 Auto-commit local changes before build (2026-01-12 09:21:16) 2026-01-12 09:21:16 +01:00
32f0f44601 Auto-commit local changes before build (2026-01-12 09:09:48) 2026-01-12 09:09:48 +01:00
166311da43 Auto-commit local changes before build (2026-01-09 15:01:37) 2026-01-09 15:01:37 +01:00
7283eb8d99 Auto-commit local changes before build (2026-01-09 13:52:15) 2026-01-09 13:52:15 +01:00
7da364638a Auto-commit local changes before build (2026-01-09 13:34:03) 2026-01-09 13:34:03 +01:00
3e9bb0e065 Auto-commit local changes before build (2026-01-09 13:01:06) 2026-01-09 13:01:06 +01:00
77416a8382 Auto-commit local changes before build (2026-01-09 12:43:58) 2026-01-09 12:43:58 +01:00
6ccc88c8d2 Auto-commit local changes before build (2026-01-09 12:14:18) 2026-01-09 12:14:18 +01:00
e928eb0c83 Auto-commit local changes before build (2026-01-09 12:06:13) 2026-01-09 12:06:13 +01:00
443c7a4c71 Auto-commit local changes before build (2026-01-09 10:13:07) 2026-01-09 10:13:07 +01:00
17e36b8633 Auto-commit local changes before build (2026-01-09 09:55:24) 2026-01-09 09:55:24 +01:00
62d65d20ad Auto-commit local changes before build (2026-01-09 09:35:39) 2026-01-09 09:35:39 +01:00
1e7dd551ab Auto-commit local changes before build (2026-01-08 17:14:09) 2026-01-08 17:14:09 +01:00
57773a7860 Auto-commit local changes before build (2026-01-08 16:54:10) 2026-01-08 16:54:10 +01:00
9ac125d60c Auto-commit local changes before build (2026-01-08 16:31:25) 2026-01-08 16:31:25 +01:00
bbfcfebfc2 Auto-commit local changes before build (2026-01-08 16:20:40) 2026-01-08 16:20:40 +01:00
63d4b0126b Auto-commit local changes before build (2026-01-08 16:12:11) 2026-01-08 16:12:11 +01:00
476d9c7703 Auto-commit local changes before build (2026-01-08 15:47:01) 2026-01-08 15:47:01 +01:00