Restore complete consolidated changelog for 2026-02-06

Merged all changes from today's branches into complete changelog:
- Sandbox environment indicator (v20260206-01-04)
- Branch merge and cleanup (v20260206-05)
- Filter archived/deleted jobs (v20260206-06)
- Autotask settings improvements (v20260206-07)

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>

containers/backupchecks/src/backend/app/main/routes_settings.py

@@ -482,7 +482,15 @@ def settings():
 
         if "autotask_default_ticket_status" in request.form:
             try:
-                settings.autotask_default_ticket_status = int(request.form.get("autotask_default_ticket_status") or 0) or None
+                form_value = request.form.get("autotask_default_ticket_status", "").strip()
+                if form_value:  # Only update if a value was actually selected
+                    settings.autotask_default_ticket_status = int(form_value)
+                elif form_value == "" and settings.autotask_default_ticket_status is not None:
+                    # If explicitly cleared (empty string submitted) and was previously set,
+                    # allow clearing only if reference data is loaded (dropdown has options)
+                    if getattr(settings, "autotask_cached_ticket_statuses_json", None):
+                        settings.autotask_default_ticket_status = None
+                # Otherwise: keep existing value (prevents accidental clearing when dropdown is empty)
             except (ValueError, TypeError):
                 pass
 
@@ -715,6 +723,34 @@ def settings():
     autotask_ticket_statuses = []
     autotask_last_sync_at = getattr(settings, "autotask_reference_last_sync_at", None)
 
+    # Auto-load reference data on page load if Autotask is enabled but cache is empty
+    try:
+        if (
+            bool(getattr(settings, "autotask_enabled", False))
+            and bool(getattr(settings, "autotask_api_username", None))
+            and bool(getattr(settings, "autotask_api_password", None))
+            and bool(getattr(settings, "autotask_tracking_identifier", None))
+        ):
+            missing_cache = (
+                not getattr(settings, "autotask_cached_queues_json", None)
+                or not getattr(settings, "autotask_cached_ticket_sources_json", None)
+                or not getattr(settings, "autotask_cached_ticket_statuses_json", None)
+                or not getattr(settings, "autotask_cached_priorities_json", None)
+            )
+            if missing_cache:
+                queues_loaded, sources_loaded, statuses_loaded, priorities_loaded = _refresh_autotask_reference_data(settings)
+                db.session.commit()
+                flash(
+                    f"Autotask reference data auto-loaded. Queues: {len(queues_loaded)}. Ticket Sources: {len(sources_loaded)}. Ticket Statuses: {len(statuses_loaded)}. Priorities: {len(priorities_loaded)}.",
+                    "info",
+                )
+    except Exception as exc:
+        try:
+            db.session.rollback()
+        except Exception:
+            pass
+        flash(f"Failed to auto-load Autotask reference data: {exc}", "warning")
+
     try:
         if getattr(settings, "autotask_cached_queues_json", None):
             autotask_queues = json.loads(settings.autotask_cached_queues_json) or []

containers/backupchecks/src/templates/main/settings.html

@@ -342,7 +342,7 @@
 
 
 {% if section == 'integrations' %}
-<form method="post" class="mb-4">
+<form method="post" class="mb-4" id="autotask-settings-form">
   <div class="card mb-3">
     <div class="card-header">Autotask</div>
     <div class="card-body">
@@ -353,9 +353,9 @@
 
       <div class="row g-3">
         <div class="col-md-4">
-          <label for="autotask_environment" class="form-label">Environment</label>
+          <label for="autotask_environment" class="form-label">Environment <span class="text-danger">*</span></label>
-          <select class="form-select" id="autotask_environment" name="autotask_environment">
+          <select class="form-select" id="autotask_environment" name="autotask_environment" required>
-            <option value="" {% if not settings.autotask_environment %}selected{% endif %}>Select...</option>
+            <option value="">Select...</option>
             <option value="sandbox" {% if settings.autotask_environment == 'sandbox' %}selected{% endif %}>Sandbox</option>
             <option value="production" {% if settings.autotask_environment == 'production' %}selected{% endif %}>Production</option>
           </select>
@@ -363,44 +363,51 @@
         </div>
 
         <div class="col-md-4">
-          <label for="autotask_api_username" class="form-label">API Username</label>
+          <label for="autotask_api_username" class="form-label">API Username <span class="text-danger">*</span></label>
-          <input type="text" class="form-control" id="autotask_api_username" name="autotask_api_username" value="{{ settings.autotask_api_username or '' }}" />
+          <input type="text" class="form-control" id="autotask_api_username" name="autotask_api_username" value="{{ settings.autotask_api_username or '' }}" required />
         </div>
 
         <div class="col-md-4">
-          <label for="autotask_api_password" class="form-label">API Password</label>
+          <label for="autotask_api_password" class="form-label">API Password {% if not has_autotask_password %}<span class="text-danger">*</span>{% endif %}</label>
           <input
             type="password"
             class="form-control"
             id="autotask_api_password"
             name="autotask_api_password"
             placeholder="{% if has_autotask_password %}******** (stored){% else %}enter password{% endif %}"
+            {% if not has_autotask_password %}required{% endif %}
           />
           <div class="form-text">Leave empty to keep the existing password.</div>
         </div>
 
         <div class="col-md-6">
-          <label for="autotask_tracking_identifier" class="form-label">Tracking Identifier (Integration Code)</label>
+          <label for="autotask_tracking_identifier" class="form-label">Tracking Identifier (Integration Code) <span class="text-danger">*</span></label>
-          <input type="text" class="form-control" id="autotask_tracking_identifier" name="autotask_tracking_identifier" value="{{ settings.autotask_tracking_identifier or '' }}" />
+          <input type="text" class="form-control" id="autotask_tracking_identifier" name="autotask_tracking_identifier" value="{{ settings.autotask_tracking_identifier or '' }}" required />
         </div>
 
         <div class="col-md-6">
-          <label for="autotask_base_url" class="form-label">Backupchecks Base URL</label>
+          <label for="autotask_base_url" class="form-label">Backupchecks Base URL <span class="text-danger">*</span></label>
-          <input type="text" class="form-control" id="autotask_base_url" name="autotask_base_url" value="{{ settings.autotask_base_url or '' }}" placeholder="https://backupchecks.example.com" />
+          <input type="url" class="form-control" id="autotask_base_url" name="autotask_base_url" value="{{ settings.autotask_base_url or '' }}" placeholder="https://backupchecks.example.com" required />
           <div class="form-text">Required later for creating stable links to Job Details pages.</div>
         </div>
       </div>
+
+      <div class="d-flex justify-content-end mt-3">
+        <button type="submit" class="btn btn-primary">Save Autotask Settings</button>
+      </div>
     </div>
   </div>
+</form>
 
+<form method="post" class="mb-4" id="ticket-defaults-form">
   <div class="card mb-3">
     <div class="card-header">Ticket defaults</div>
     <div class="card-body">
       <div class="row g-3">
         <div class="col-md-6">
-          <label for="autotask_default_queue_id" class="form-label">Default Queue</label>
+          <label for="autotask_default_queue_id" class="form-label">Default Queue <span class="text-danger">*</span></label>
-          <select class="form-select" id="autotask_default_queue_id" name="autotask_default_queue_id">
+          <select class="form-select" id="autotask_default_queue_id" name="autotask_default_queue_id" required>
-            <option value="" {% if not settings.autotask_default_queue_id %}selected{% endif %}>Select...</option>
+            <option value="">Select...</option>
             {% for q in autotask_queues %}
               <option value="{{ q.id }}" {% if settings.autotask_default_queue_id == q.id %}selected{% endif %}>{{ q.name }}</option>
             {% endfor %}
@@ -409,9 +416,9 @@
         </div>
 
         <div class="col-md-6">
-          <label for="autotask_default_ticket_source_id" class="form-label">Ticket Source</label>
+          <label for="autotask_default_ticket_source_id" class="form-label">Ticket Source <span class="text-danger">*</span></label>
-          <select class="form-select" id="autotask_default_ticket_source_id" name="autotask_default_ticket_source_id">
+          <select class="form-select" id="autotask_default_ticket_source_id" name="autotask_default_ticket_source_id" required>
-            <option value="" {% if not settings.autotask_default_ticket_source_id %}selected{% endif %}>Select...</option>
+            <option value="">Select...</option>
             {% for s in autotask_ticket_sources %}
               <option value="{{ s.id }}" {% if settings.autotask_default_ticket_source_id == s.id %}selected{% endif %}>{{ s.name }}</option>
             {% endfor %}
@@ -420,9 +427,9 @@
         </div>
 
         <div class="col-md-6">
-          <label for="autotask_default_ticket_status" class="form-label">Default Ticket Status</label>
+          <label for="autotask_default_ticket_status" class="form-label">Default Ticket Status <span class="text-danger">*</span></label>
-          <select class="form-select" id="autotask_default_ticket_status" name="autotask_default_ticket_status">
+          <select class="form-select" id="autotask_default_ticket_status" name="autotask_default_ticket_status" required>
-            <option value="" {% if not settings.autotask_default_ticket_status %}selected{% endif %}>Select...</option>
+            <option value="">Select...</option>
             {% for st in autotask_ticket_statuses %}
               <option value="{{ st.id }}" {% if settings.autotask_default_ticket_status == st.id %}selected{% endif %}>{{ st.name }}</option>
             {% endfor %}
@@ -431,9 +438,9 @@
         </div>
 
         <div class="col-md-6">
-          <label for="autotask_priority_warning" class="form-label">Priority for Warning</label>
+          <label for="autotask_priority_warning" class="form-label">Priority for Warning <span class="text-danger">*</span></label>
-          <select class="form-select" id="autotask_priority_warning" name="autotask_priority_warning">
+          <select class="form-select" id="autotask_priority_warning" name="autotask_priority_warning" required>
-            <option value="" {% if not settings.autotask_priority_warning %}selected{% endif %}>Select...</option>
+            <option value="">Select...</option>
             {% for p in autotask_priorities %}
               <option value="{{ p.id }}" {% if settings.autotask_priority_warning == p.id %}selected{% endif %}>{{ p.name }}</option>
             {% endfor %}
@@ -442,9 +449,9 @@
         </div>
 
         <div class="col-md-6">
-          <label for="autotask_priority_error" class="form-label">Priority for Error</label>
+          <label for="autotask_priority_error" class="form-label">Priority for Error <span class="text-danger">*</span></label>
-          <select class="form-select" id="autotask_priority_error" name="autotask_priority_error">
+          <select class="form-select" id="autotask_priority_error" name="autotask_priority_error" required>
-            <option value="" {% if not settings.autotask_priority_error %}selected{% endif %}>Select...</option>
+            <option value="">Select...</option>
             {% for p in autotask_priorities %}
               <option value="{{ p.id }}" {% if settings.autotask_priority_error == p.id %}selected{% endif %}>{{ p.name }}</option>
             {% endfor %}
@@ -453,11 +460,11 @@
         </div>
       </div>
       <div class="form-text mt-2">Priorities are loaded from Autotask to avoid manual ID mistakes.</div>
-    </div>
-  </div>
 
-  <div class="d-flex justify-content-end mt-3">
+      <div class="d-flex justify-content-end mt-3">
-    <button type="submit" class="btn btn-primary">Save settings</button>
+        <button type="submit" class="btn btn-primary">Save Ticket Defaults</button>
+      </div>
+    </div>
   </div>
 </form>
 

docs/changelog-claude.md

@@ -27,6 +27,11 @@ This file documents all changes made to this project via Claude Code.
     - CSS include added to `<head>` section
     - Banner placed directly after `<body>` tag, before navbar
   - The banner displays "SANDBOX" in uppercase with letter-spacing for clear visibility across all pages
+- Auto-load Autotask reference data on Settings page load:
+  - Automatically fetches queues, ticket sources, statuses, and priorities when opening Settings
+  - Only triggers when Autotask is enabled, credentials are configured, and cache is empty
+  - Eliminates need to manually click "Refresh reference data" before selecting defaults
+  - Displays info message with loaded data counts
 
 ### Changed
 - Renamed "Refresh" button to "Search" in Link existing Autotask ticket modal for better clarity (the button performs a search operation)
@@ -36,6 +41,38 @@ This file documents all changes made to this project via Claude Code.
   - Button only appears when ticket is linked (autotask_ticket_id exists) and Autotask integration is enabled
   - Opens in new tab with proper URL format including workspace and ticket ID parameters
   - Styled as small outline button to maintain compact layout
+- Merged all feature branches from v20260203-01 through v20260205-13 into main branch
+  - Consolidated 29 feature branches spanning three development cycles
+  - Used final state from v20260205-13-changelog-python-structure to preserve all functionality
+  - Successfully integrated Autotask PSA integration, changelog restructuring, and UI improvements
+  - All features from individual branches now available in main
+- Reorganized Autotask settings into two separate forms with dedicated save buttons:
+  - **Autotask Settings** form with "Save Autotask Settings" button inside the card
+  - **Ticket Defaults** form with "Save Ticket Defaults" button inside the card
+  - All fields marked as required with red asterisks (*)
+  - HTML5 validation prevents saving incomplete configurations
+  - Clear visual separation improves UX and prevents accidental saves
+
+### Fixed
+- Jobs from archived jobs and inactive customers no longer appear on Daily Jobs, Run Checks, and Jobs list pages
+  - Added customer active status filtering to all job list queries
+  - Jobs now filtered where customer is NULL or active=True alongside existing archived=False filter
+  - Prevents showing jobs with "-" status from deleted customers or archived jobs
+- Default Ticket Status dropdown no longer appears empty on first visit to Settings page
+- Default Ticket Status value is now protected against accidental clearing:
+  - Only updates when a valid status is selected
+  - Only allows clearing if reference data is loaded (dropdown has options)
+  - Preserves existing value if dropdown is empty (prevents data loss)
+  - Fixes issue where "Create Autotask ticket" failed due to missing default status after saving settings with empty dropdown
+
+### Removed
+- Cleaned up 66 merged feature branches from repository (both local and remote):
+  - Removed all v20260113-* branches (8 branches)
+  - Removed all v20260115-* branches (17 branches)
+  - Removed all v20260116-* branches (12 branches)
+  - Removed all v20260119-* branches (18 branches)
+  - Removed all v20260120-* branches (11 branches)
+  - Repository now contains only main branch and current working branches (v20260206-*)
 
 ## [2026-02-05]