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>
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>
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>
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>
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>
