Corrected workflow based on user feedback:
- ALL runs must be marked as reviewed (including successes with overrides/tickets)
- Run Checks is THE primary daily tool (not Daily Jobs)
- Added blue badge for override-applied runs (not green)
- Goal: completely empty Run Checks page
- Added bulk review functionality for efficiency
- Rewrote Complete Workflow Example to focus on Run Checks
- Daily Jobs may be deprecated (only for viewing schedules)
Changed files:
- approving-backups.html: Stage 6/7 corrections, new workflow example
- daily-jobs.html: Added blue override badge, clarified secondary role
- run-checks-modal.html: Emphasized primary role, added bulk review
- overrides.html: Blue badge instead of green for overrides
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Added comprehensive documentation for the Backup Review workflow:
- Daily Jobs View: Schedule inference, status tracking, override/ticket/remark indicators
- Run Checks Modal: Detailed review interface with objects, email content, Autotask info
- Overrides & Exceptions: Global and object-level override rules with match criteria
- Remarks & Tickets: Issue tracking with scopes, filtering, and lifecycle management
- Approving Backups: Complete workflow from email import to review completion
All content based on actual code implementation - no fabricated features.
Progress: 19 of 33 pages complete (58%)
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Major corrections to Mail Parsing documentation - removed non-existent features:
Parsers Page Location:
- Fixed: "Parsers" page (separate navigation page), NOT "Settings → Parsers"
- Location corrected throughout document
Parser Information Table:
- REMOVED "Enabled" column (doesn't exist, suggested false capability)
- Added callout: "Read-Only Parser List" - parsers cannot be managed via UI
REMOVED Entire Section: "Enabling and Disabling Parsers"
- This feature DOES NOT EXIST
- Completely fabricated content about enabling/disabling parsers
- Removed all references to checkbox controls
- Removed all instructions about disabling parsers for troubleshooting
Re-parsing Emails:
- Clarified: ONLY "Re-parse all" available (not individual re-parse)
- Updated "When to Re-parse" - all actions done by developer, not users
- Removed "parser was disabled" scenario (impossible)
Custom Parsers Callout:
- Changed from "create one yourself" to "contact support"
- Emphasized: ONLY developer can create parsers
- Removed references to Python development skills
Troubleshooting Sections:
- REMOVED all references to "check if parser is enabled" (impossible)
- REMOVED "disable parser temporarily to test" (impossible)
- Changed to: "contact support with .eml files"
- Fixed all "Settings → Parsers" references to just "Parsers page"
REMOVED: "AI-Powered Parsing" Future Enhancement
- Completely fabricated claim about LLM parsing consideration
- NOT in planning, NOT being considered
- No source for this false information
Best Practices:
- REMOVED "Test new parsers" (users can't add parsers!)
- REMOVED "Keep parsers enabled" (users can't disable them!)
- Added: "Report parsing issues promptly to support"
- Focus on what users CAN do, not fabricated capabilities
All fabricated features removed. Documentation now reflects actual UI.
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Critical corrections based on actual UI behavior:
Email Detail Modal Layout:
- Fixed layout description: TWO-COLUMN (not top/middle/bottom)
- Left side: Metadata + action buttons + parsed objects
- Right side: Email body in iframe
- Updated screenshot caption to reflect left/right layout
Action Buttons (Left Side):
- REMOVED "Re-parse" from modal (doesn't exist in modal!)
- Only available buttons: Approve, Delete, Download .eml
- Re-parse is ONLY on inbox page, not in modal
Approving Emails:
- FIXED: Job name is READ-ONLY during approval (cannot be edited!)
- Only customer selection is editable
- Added callout: "Job Name Cannot Be Changed"
- Removed all references to "edit job name" or "adjust job name"
Re-parsing Emails:
- REMOVED "Re-parse Single Email" section (doesn't exist!)
- Only "Re-parse all" available on inbox page
- Added callout: "No Individual Re-parse"
- Workaround: Delete unwanted emails, re-parse all, re-import
Deleting Emails:
- Fixed location: "Deleted Mails" page (Admin only)
- NOT in "Settings → Maintenance"
- It's a separate navigation page
Inbox Filters and Search:
- REMOVED entire section (not in planning, won't be implemented)
- No false expectations about future filtering features
Troubleshooting Unparsed Emails:
- FIXED: Parsers can ONLY be created by BackupChecks developer
- Users CANNOT create custom parsers
- Added warning callout about parser creation
- Instructions: Contact support with .eml samples
Best Practices:
- Removed "Edit job names during approval" (impossible!)
- Added "Verify parsed job names" - contact support if wrong
- Updated to reflect actual capabilities
All corrections ensure documentation matches actual UI behavior.
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Critical corrections to Inbox Management documentation:
Overview & Page Layout:
- Clarified: Inbox displays only UNAPPROVED emails
- Added callout: "Inbox Shows Only Unapproved Emails"
- Explained: Approved emails immediately disappear from inbox
- Inbox is a staging area for emails awaiting approval/deletion
Email Detail Modal - Metadata Section:
- REMOVED incorrect fields that don't exist for inbox emails:
* "Customer: If already approved..." (approved emails aren't in inbox!)
* "Approved: Checkmark..." (no checkmark - they disappear when approved!)
- Added list of action buttons (Approve, Re-parse, Delete, Download .eml)
What Happens After Approval:
- Changed "moved out of inbox" to "immediately disappears from inbox"
- Added: Future emails are "automatically approved and linked WITHOUT
appearing in the inbox" - they go directly to operational views
- New callout: "Approved Emails Don't Return" explaining auto-approval flow
Inbox Filters and Search:
- Changed "all imported emails" to "all UNAPPROVED imported emails"
Common Workflows - Setting Up New Customer:
- Updated step 5: "approved emails disappear from inbox"
- Added step 6: Jobs appear in Jobs/Daily Jobs/Run Checks pages
- Updated step 7: Future reports auto-approved, never appear in inbox
This accurately reflects that the inbox is ONLY for unapproved emails.
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Corrected Mail Import Setup documentation to accurately reflect UI:
Step 2.3: "Save Settings (Again)" instead of "Save Final Configuration"
- Clarified there is only ONE "Save settings" button on the page
- Same button is clicked TWICE: once after credentials, once after folders
- Added warning callout: "Same Button, Two Steps"
- Emphasized this is the same button from Step 2.1, not a separate button
Future Improvement note updated:
- Specifically mentions clicking same button twice is not obvious
- Suggests possible solutions: separate sections with distinct save buttons,
or visual feedback about which step user is on
This accurately reflects the current UI where a single "Save settings" button
serves double duty, which will be improved in a future version for clarity.
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Enhanced Mail Import Setup documentation to clarify configuration workflow:
Step 2.1 (Enter Graph Credentials):
- Added warning callout: Must save credentials FIRST before folder configuration
- Credentials must be saved and page refreshed before Step 2.2 works
Step 2.2 (Configure Mail Folders):
- Added prerequisite: Ensure credentials saved and page refreshed
- Clarified folder browser popup AUTOMATICALLY loads folder structure
- Emphasized: Don't type paths manually - click folders in popup
- Folder browser connects to Microsoft Graph and retrieves folders
- Added callout: Folder browser auto-generates correct path format
- Added note about planned UI improvement for clearer workflow
Step 2.3 (Save Final Configuration):
- Renamed from "Save Settings" to "Save Final Configuration"
- Clarified this is the SECOND save (first was in 2.1)
- Added tip callout explaining two-step save process
- Enhanced error checking list (credentials, folders, access policy)
This clarifies the actual user workflow where credentials enable folder browsing.
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Enhanced Mail Import Setup documentation with additional security measures:
- Step 1.3: Start with Mail.Read only (read-only) for initial testing
- Step 1.4 (NEW): Restrict access to one mailbox via Application Access Policy
- Exchange PowerShell commands to create and test policy
- Ensures app can only access backup mailbox, not all tenant mailboxes
- Marked as "Optional but Recommended" following principle of least privilege
- Step 1.5: Add Mail.ReadWrite after testing (moved from 1.3)
- Updated Security Best Practices section to emphasize mailbox restriction
- Added security notes about starting read-only and rotating secrets (12 months)
Based on setup documented in /docker/develop/HOWTO-CREATE-GRAPH-APP.md
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Added comprehensive documentation for the Mail & Import section:
- Mail Import Setup: Microsoft Graph API configuration, Azure AD app registration,
folder setup, troubleshooting, and security best practices
- Inbox Management: Email review workflow, approval process, re-parsing,
deletion, and common workflows
- Mail Parsing: Parser system explanation, supported backup software,
match criteria, execution order, and troubleshooting
- Auto-Import Configuration: Automatic import scheduling, intervals, batch sizes,
auto-approval logic, manual import, and monitoring
Updated TODO-documentation.md to reflect progress (14 of 33 pages, 42% complete)
Updated changelog-claude.md with detailed content descriptions
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Added comprehensive documentation for customer and job management:
- Managing Customers:
- Customer creation with contact information
- Editing customer details
- Active/inactive status and impact on job visibility
- Autotask company mapping workflow with auto-search
- CSV export/import for backup and migration
- Delete operations with warnings
- Job count indicators (red/bold when zero)
- Configuring Jobs:
- Inbox-based approval workflow (cannot manually create jobs)
- Mail Parser automatic configuration of all job fields
- Reparse All functionality for batch processing
- Job archiving vs deletion
- Job lifecycle stages
- Common questions and limitations
- Approved Jobs:
- Jobs list overview with status indicators
- Job detail page information
- Editable vs parser-determined fields
- Archive/unarchive workflow
- JSON export/import via Settings > Maintenance
- Status indicators (success/failed/warning/no runs)
- Job Schedules:
- Automatic schedule learning from historical runs
- Schedule types (daily/weekly/monthly/irregular)
- Minimum data requirements (3-5 runs)
- Daily Jobs integration and expected run detection
- Schedule accuracy scenarios
- Troubleshooting schedule issues
All pages include tables, callouts, cross-references, and practical examples.
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
- Updated page description: only password change available in User Settings
- Added screenshot reference for user-settings.png
- Clarified theme selector location: navigation bar (between username and logout)
- Clarified role selector location: navigation bar (not in settings page)
- Simplified profile information: username and assigned roles (read-only)
- Removed non-existent Notification Preferences section
- Removed Session Information section (not displayed)
- Enhanced troubleshooting section with specific password change issues
- Maintained Data Privacy and Password sections
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
- Created documentation blueprint (doc_bp) with routes and navigation
- Added documentation menu item (📖) to navbar for all users
- Implemented hierarchical navigation with 9 sections, 33 pages
- Created base layout with sidebar, breadcrumb, and prev/next navigation
- Added documentation.css with dark mode support
- Created first 3 getting-started pages (what-is-backupchecks, first-login, quick-start)
- Updated changelog
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
This commit completes the audit logging expansion by adding comprehensive
logging for critical system operations:
- Settings: Log changes to General, Mail, and Autotask settings with
before/after values (passwords excluded for security)
- Exports: Log customer and jobs exports with format and record counts
- Imports: Log customer and jobs imports with operation statistics
Also updated UI to reflect "System Audit Log" nomenclature instead of
"Admin activity" for better semantic clarity.
All audit events use structured event_type identifiers and JSON details
for easy filtering and analysis.
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Extended both customer and jobs export/import to preserve Autotask
company mappings during data migration and system reset workflows.
Changes:
- Customer export (CSV): Added autotask_company_id and autotask_company_name columns
- Customer import (CSV): Reads and applies Autotask mapping fields, resets sync status
- Jobs export (JSON): Includes Autotask fields in customers array
- Jobs import (JSON): Processes customers array with Autotask mappings before jobs
- Backwards compatible: Old exports without Autotask fields continue to work
- Import feedback: Shows both created and updated customer counts
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>
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>
