Merge pull request 'v20260113-08-vspc-object-linking-normalize' (#114) from v20260113-08-vspc-object-linking-normalize into main

Reviewed-on: #114

.last-branch

@@ -1 +1 @@
-v20260115-05-autotask-queues-picklist-fix
+v20260113-08-vspc-object-linking-normalize

containers/backupchecks/src/backend/app/integrations/autotask/client.py

@@ -1,227 +0,0 @@
-import json
-from dataclasses import dataclass
-from typing import Any, Dict, List, Optional
-
-import requests
-
-
-@dataclass
-class AutotaskZoneInfo:
-    zone_name: str
-    api_url: str
-    web_url: Optional[str] = None
-    ci: Optional[int] = None
-
-
-class AutotaskError(RuntimeError):
-    pass
-
-
-class AutotaskClient:
-    def __init__(
-        self,
-        username: str,
-        password: str,
-        api_integration_code: str,
-        environment: str = "production",
-        timeout_seconds: int = 30,
-    ) -> None:
-        self.username = username
-        self.password = password
-        self.api_integration_code = api_integration_code
-        self.environment = (environment or "production").strip().lower()
-        self.timeout_seconds = timeout_seconds
-
-        self._zone_info: Optional[AutotaskZoneInfo] = None
-
-    def _zoneinfo_base(self) -> str:
-        # Production zone lookup endpoint: webservices.autotask.net
-        # Sandbox is typically pre-release: webservices2.autotask.net
-        if self.environment == "sandbox":
-            return "https://webservices2.autotask.net/atservicesrest"
-        return "https://webservices.autotask.net/atservicesrest"
-
-    def get_zone_info(self) -> AutotaskZoneInfo:
-        if self._zone_info is not None:
-            return self._zone_info
-
-        url = f"{self._zoneinfo_base().rstrip('/')}/v1.0/zoneInformation"
-        params = {"user": self.username}
-        try:
-            resp = requests.get(url, params=params, timeout=self.timeout_seconds)
-        except Exception as exc:
-            raise AutotaskError(f"ZoneInformation request failed: {exc}") from exc
-
-        if resp.status_code >= 400:
-            raise AutotaskError(f"ZoneInformation request failed (HTTP {resp.status_code}).")
-
-        try:
-            data = resp.json()
-        except Exception as exc:
-            raise AutotaskError("ZoneInformation response is not valid JSON.") from exc
-
-        zone = AutotaskZoneInfo(
-            zone_name=str(data.get("zoneName") or ""),
-            api_url=str(data.get("url") or "").rstrip("/"),
-            web_url=(str(data.get("webUrl") or "").rstrip("/") or None),
-            ci=(int(data["ci"]) if str(data.get("ci") or "").isdigit() else None),
-        )
-
-        if not zone.api_url:
-            raise AutotaskError("ZoneInformation did not return an API URL.")
-
-        self._zone_info = zone
-        return zone
-
-    def _headers(self) -> Dict[str, str]:
-        # Autotask REST API requires the APIIntegrationcode header for API-only users.
-        return {
-            "APIIntegrationcode": self.api_integration_code,
-            "Content-Type": "application/json",
-            "Accept": "application/json",
-        }
-
-    def _request(self, method: str, path: str, params: Optional[Dict[str, Any]] = None) -> Any:
-        zone = self.get_zone_info()
-        base = zone.api_url.rstrip("/")
-        url = f"{base}/v1.0/{path.lstrip('/')}"
-        try:
-            resp = requests.request(
-                method=method.upper(),
-                url=url,
-                headers=self._headers(),
-                params=params or None,
-                auth=(self.username, self.password),
-                timeout=self.timeout_seconds,
-            )
-        except Exception as exc:
-            raise AutotaskError(f"Request failed: {exc}") from exc
-
-        if resp.status_code == 401:
-            raise AutotaskError("Authentication failed (HTTP 401). Check username/password and APIIntegrationcode.")
-        if resp.status_code == 403:
-            raise AutotaskError("Access forbidden (HTTP 403). API user permissions may be insufficient.")
-        if resp.status_code == 404:
-            raise AutotaskError(f"Resource not found (HTTP 404) for path: {path}")
-        if resp.status_code >= 400:
-            raise AutotaskError(f"Autotask API error (HTTP {resp.status_code}).")
-
-        try:
-            return resp.json()
-        except Exception as exc:
-            raise AutotaskError("Autotask API response is not valid JSON.") from exc
-
-    def _as_items_list(self, payload: Any) -> List[Dict[str, Any]]:
-        """Normalize common Autotask REST payload shapes to a list of dicts."""
-        if payload is None:
-            return []
-
-        if isinstance(payload, list):
-            return [x for x in payload if isinstance(x, dict)]
-
-        if isinstance(payload, dict):
-            items = payload.get("items")
-            if isinstance(items, list):
-                return [x for x in items if isinstance(x, dict)]
-
-            # Some endpoints may return a single object.
-            if "id" in payload:
-                return [payload]
-
-        return []
-
-    def _get_collection(self, resource_name: str) -> List[Dict[str, Any]]:
-        """Fetch a reference collection via GET /<resource>.
-
-        Note: Not all Autotask entities support /query. Reference data like Queues and
-        TicketSources is typically retrieved via a simple collection GET.
-        """
-        data = self._request("GET", resource_name)
-        return self._as_items_list(data)
-
-    def _get_entity_fields(self, entity_name: str) -> List[Dict[str, Any]]:
-        data = self._request("GET", f"{entity_name}/entityInformation/fields")
-        return self._as_items_list(data)
-
-    def _call_picklist_values(self, picklist_values_path: str) -> List[Dict[str, Any]]:
-        # picklistValues path can be returned as a full URL or as a relative path.
-        path = (picklist_values_path or "").strip()
-        if not path:
-            return []
-
-        # If a full URL is returned, strip everything up to /v1.0/
-        if "/v1.0/" in path:
-            path = path.split("/v1.0/", 1)[1]
-        # If it includes the base API URL without /v1.0, strip to resource path.
-        if "/atservicesrest/" in path and "/v1.0/" not in picklist_values_path:
-            # Fallback: attempt to strip after atservicesrest/
-            path = path.split("/atservicesrest/", 1)[1]
-            if path.startswith("v1.0/"):
-                path = path.split("v1.0/", 1)[1]
-
-        data = self._request("GET", path)
-        return self._as_items_list(data)
-
-    def get_queues(self) -> List[Dict[str, Any]]:
-        """Return Ticket Queue picklist values.
-
-        Autotask does not expose a universal top-level Queues entity in all tenants.
-        The reliable source is the Tickets.queueID picklist metadata.
-        """
-        return self._get_ticket_picklist_values(field_names=["queueid", "queue"])
-
-    def get_ticket_sources(self) -> List[Dict[str, Any]]:
-        """Return Ticket Source picklist values.
-
-        Similar to queues, Ticket Source values are best retrieved via the
-        Tickets.source picklist metadata to avoid relying on optional entities.
-        """
-        return self._get_ticket_picklist_values(field_names=["source", "sourceid"])
-
-    def _get_ticket_picklist_values(self, field_names: List[str]) -> List[Dict[str, Any]]:
-        fields = self._get_entity_fields("Tickets")
-        wanted = {n.strip().lower() for n in (field_names or []) if str(n).strip()}
-
-        field: Optional[Dict[str, Any]] = None
-        for f in fields:
-            name = str(f.get("name") or "").strip().lower()
-            if name in wanted:
-                field = f
-                break
-
-        if not field:
-            raise AutotaskError(f"Unable to locate Tickets field metadata for picklist retrieval: {sorted(wanted)}")
-
-        if not bool(field.get("isPickList")):
-            raise AutotaskError(f"Tickets.{field.get('name')} is not marked as a picklist in Autotask metadata.")
-
-        picklist_path = field.get("picklistValues")
-        if not isinstance(picklist_path, str) or not picklist_path.strip():
-            raise AutotaskError(f"Tickets.{field.get('name')} metadata did not include a picklistValues endpoint.")
-
-        return self._call_picklist_values(picklist_path)
-
-    def get_ticket_priorities(self) -> List[Dict[str, Any]]:
-        """Return Ticket Priority picklist values.
-
-        We intentionally retrieve this from entity metadata to prevent hardcoded priority IDs.
-        """
-        fields = self._get_entity_fields("Tickets")
-        priority_field: Optional[Dict[str, Any]] = None
-        for f in fields:
-            name = str(f.get("name") or "").strip().lower()
-            if name == "priority":
-                priority_field = f
-                break
-
-        if not priority_field:
-            raise AutotaskError("Unable to locate Tickets.priority field metadata for picklist retrieval.")
-
-        if not bool(priority_field.get("isPickList")):
-            raise AutotaskError("Tickets.priority is not marked as a picklist in Autotask metadata.")
-
-        picklist_path = priority_field.get("picklistValues")
-        if not isinstance(picklist_path, str) or not picklist_path.strip():
-            raise AutotaskError("Tickets.priority metadata did not include a picklistValues endpoint.")
-
-        return self._call_picklist_values(picklist_path)

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

@@ -1,7 +1,5 @@
 from .routes_shared import *  # noqa: F401,F403
 from .routes_shared import _get_database_size_bytes, _get_or_create_settings, _format_bytes, _get_free_disk_bytes, _log_admin_event
-import json
-from datetime import datetime
 
 @main_bp.route("/settings/jobs/delete-all", methods=["POST"])
 @login_required
@@ -432,61 +430,6 @@ def settings():
         if "ui_timezone" in request.form:
             settings.ui_timezone = (request.form.get("ui_timezone") or "").strip() or "Europe/Amsterdam"
 
-        # Autotask integration
-        if "autotask_enabled" in request.form:
-            settings.autotask_enabled = bool(request.form.get("autotask_enabled"))
-
-        if "autotask_environment" in request.form:
-            env_val = (request.form.get("autotask_environment") or "").strip().lower()
-            if env_val in ("sandbox", "production"):
-                settings.autotask_environment = env_val
-            else:
-                settings.autotask_environment = None
-
-        if "autotask_api_username" in request.form:
-            settings.autotask_api_username = (request.form.get("autotask_api_username") or "").strip() or None
-
-        if "autotask_api_password" in request.form:
-            pw = (request.form.get("autotask_api_password") or "").strip()
-            if pw:
-                settings.autotask_api_password = pw
-
-        if "autotask_tracking_identifier" in request.form:
-            settings.autotask_tracking_identifier = (request.form.get("autotask_tracking_identifier") or "").strip() or None
-
-        if "autotask_base_url" in request.form:
-            settings.autotask_base_url = (request.form.get("autotask_base_url") or "").strip() or None
-
-        if "autotask_default_queue_id" in request.form:
-            try:
-                settings.autotask_default_queue_id = int(request.form.get("autotask_default_queue_id") or 0) or None
-            except (ValueError, TypeError):
-                pass
-
-        if "autotask_default_ticket_source_id" in request.form:
-            try:
-                settings.autotask_default_ticket_source_id = int(request.form.get("autotask_default_ticket_source_id") or 0) or None
-            except (ValueError, TypeError):
-                pass
-
-        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
-            except (ValueError, TypeError):
-                pass
-
-        if "autotask_priority_warning" in request.form:
-            try:
-                settings.autotask_priority_warning = int(request.form.get("autotask_priority_warning") or 0) or None
-            except (ValueError, TypeError):
-                pass
-
-        if "autotask_priority_error" in request.form:
-            try:
-                settings.autotask_priority_error = int(request.form.get("autotask_priority_error") or 0) or None
-            except (ValueError, TypeError):
-                pass
-
         # Daily Jobs
         if "daily_jobs_start_date" in request.form:
             daily_jobs_start_date_str = (request.form.get("daily_jobs_start_date") or "").strip()
@@ -594,7 +537,6 @@ def settings():
         free_disk_warning = free_disk_bytes < two_gb
 
     has_client_secret = bool(settings.graph_client_secret)
-    has_autotask_password = bool(getattr(settings, "autotask_api_password", None))
 
     # Common UI timezones (IANA names)
     tz_options = [
@@ -653,30 +595,6 @@ def settings():
     except Exception:
         admin_users_count = 0
 
-    # Autotask cached reference data for dropdowns
-    autotask_queues = []
-    autotask_ticket_sources = []
-    autotask_priorities = []
-    autotask_last_sync_at = getattr(settings, "autotask_reference_last_sync_at", None)
-
-    try:
-        if getattr(settings, "autotask_cached_queues_json", None):
-            autotask_queues = json.loads(settings.autotask_cached_queues_json) or []
-    except Exception:
-        autotask_queues = []
-
-    try:
-        if getattr(settings, "autotask_cached_ticket_sources_json", None):
-            autotask_ticket_sources = json.loads(settings.autotask_cached_ticket_sources_json) or []
-    except Exception:
-        autotask_ticket_sources = []
-
-    try:
-        if getattr(settings, "autotask_cached_priorities_json", None):
-            autotask_priorities = json.loads(settings.autotask_cached_priorities_json) or []
-    except Exception:
-        autotask_priorities = []
-
     return render_template(
         "main/settings.html",
         settings=settings,
@@ -684,15 +602,10 @@ def settings():
         free_disk_human=free_disk_human,
         free_disk_warning=free_disk_warning,
         has_client_secret=has_client_secret,
-        has_autotask_password=has_autotask_password,
         tz_options=tz_options,
         users=users,
         admin_users_count=admin_users_count,
         section=section,
-        autotask_queues=autotask_queues,
-        autotask_ticket_sources=autotask_ticket_sources,
-        autotask_priorities=autotask_priorities,
-        autotask_last_sync_at=autotask_last_sync_at,
         news_admin_items=news_admin_items,
         news_admin_stats=news_admin_stats,
     )
@@ -1259,138 +1172,3 @@ def settings_folders():
         except Exception:
             pass
         return jsonify({"status": "error", "message": str(exc) or "Failed to load folders."}), 500
-
-
-@main_bp.route("/settings/autotask/test-connection", methods=["POST"])
-@login_required
-@roles_required("admin")
-def settings_autotask_test_connection():
-    settings = _get_or_create_settings()
-
-    if not settings.autotask_api_username or not settings.autotask_api_password or not settings.autotask_tracking_identifier:
-        flash("Autotask settings incomplete. Provide username, password and tracking identifier first.", "warning")
-        return redirect(url_for("main.settings", section="integrations"))
-
-    try:
-        from ..integrations.autotask.client import AutotaskClient
-        client = AutotaskClient(
-            username=settings.autotask_api_username,
-            password=settings.autotask_api_password,
-            api_integration_code=settings.autotask_tracking_identifier,
-            environment=(settings.autotask_environment or "production"),
-        )
-        zone = client.get_zone_info()
-        # Lightweight authenticated calls to validate credentials and basic API access
-        _ = client.get_queues()
-        _ = client.get_ticket_sources()
-        flash(f"Autotask connection OK. Zone: {zone.zone_name or 'unknown'}.", "success")
-        _log_admin_event(
-            "autotask_test_connection",
-            "Autotask test connection succeeded.",
-            details=json.dumps({"zone": zone.zone_name, "api_url": zone.api_url}),
-        )
-    except Exception as exc:
-        flash(f"Autotask connection failed: {exc}", "danger")
-        _log_admin_event(
-            "autotask_test_connection_failed",
-            "Autotask test connection failed.",
-            details=json.dumps({"error": str(exc)}),
-        )
-
-    return redirect(url_for("main.settings", section="integrations"))
-
-
-@main_bp.route("/settings/autotask/refresh-reference-data", methods=["POST"])
-@login_required
-@roles_required("admin")
-def settings_autotask_refresh_reference_data():
-    settings = _get_or_create_settings()
-
-    if not settings.autotask_api_username or not settings.autotask_api_password or not settings.autotask_tracking_identifier:
-        flash("Autotask settings incomplete. Provide username, password and tracking identifier first.", "warning")
-        return redirect(url_for("main.settings", section="integrations"))
-
-    try:
-        from ..integrations.autotask.client import AutotaskClient
-        client = AutotaskClient(
-            username=settings.autotask_api_username,
-            password=settings.autotask_api_password,
-            api_integration_code=settings.autotask_tracking_identifier,
-            environment=(settings.autotask_environment or "production"),
-        )
-
-        queues = client.get_queues()
-        sources = client.get_ticket_sources()
-        priorities = client.get_ticket_priorities()
-
-        # Store a minimal subset for dropdowns (id + name/label)
-        # Note: Some "reference" values are exposed as picklists (value/label)
-        # instead of entity collections (id/name). We normalize both shapes.
-        def _norm(items):
-            out = []
-            for it in items or []:
-                if not isinstance(it, dict):
-                    continue
-                _id = it.get("id")
-                if _id is None:
-                    _id = it.get("value")
-
-                name = (
-                    it.get("name")
-                    or it.get("label")
-                    or it.get("queueName")
-                    or it.get("sourceName")
-                    or it.get("description")
-                    or ""
-                )
-                try:
-                    _id_int = int(_id)
-                except Exception:
-                    continue
-                out.append({"id": _id_int, "name": str(name)})
-            # Sort by name for stable dropdowns
-            out.sort(key=lambda x: (x.get("name") or "").lower())
-            return out
-
-        settings.autotask_cached_queues_json = json.dumps(_norm(queues))
-        settings.autotask_cached_ticket_sources_json = json.dumps(_norm(sources))
-
-        # Priorities are returned as picklist values (value/label)
-        pr_out = []
-        for it in priorities or []:
-            if not isinstance(it, dict):
-                continue
-            if it.get("isActive") is False:
-                continue
-            val = it.get("value")
-            label = it.get("label") or it.get("name") or ""
-            try:
-                val_int = int(val)
-            except Exception:
-                continue
-            pr_out.append({"id": val_int, "name": str(label)})
-        pr_out.sort(key=lambda x: (x.get("name") or "").lower())
-
-        settings.autotask_cached_priorities_json = json.dumps(pr_out)
-        settings.autotask_reference_last_sync_at = datetime.utcnow()
-
-        db.session.commit()
-
-        flash(
-            f"Autotask reference data refreshed. Queues: {len(queues)}. Ticket Sources: {len(sources)}. Priorities: {len(pr_out)}.",
-            "success",
-        )
-        _log_admin_event(
-            "autotask_refresh_reference_data",
-            "Autotask reference data refreshed.",
-            details=json.dumps({"queues": len(queues or []), "ticket_sources": len(sources or []), "priorities": len(pr_out)}),
-        )
-    except Exception as exc:
-        flash(f"Failed to refresh Autotask reference data: {exc}", "danger")
-        _log_admin_event(
-            "autotask_refresh_reference_data_failed",
-            "Autotask reference data refresh failed.",
-            details=json.dumps({"error": str(exc)}),
-        )
-
-    return redirect(url_for("main.settings", section="integrations"))

containers/backupchecks/src/backend/app/migrations.py

@@ -22,27 +22,6 @@ def _is_column_nullable(table_name: str, column_name: str) -> bool:
     return False
 
 
-def _column_exists_on_conn(conn, table_name: str, column_name: str) -> bool:
-    """Return True if the given column exists using the provided connection.
-
-    This helper is useful inside engine.begin() blocks so we can check
-    column existence without creating a new inspector/connection.
-    """
-    result = conn.execute(
-        text(
-            """
-            SELECT 1
-            FROM information_schema.columns
-            WHERE table_name = :table
-              AND column_name = :column
-            LIMIT 1
-            """
-        ),
-        {"table": table_name, "column": column_name},
-    )
-    return result.first() is not None
-
-
 def migrate_add_username_to_users() -> None:
     """Ensure users.username column exists and is NOT NULL and UNIQUE.
 
@@ -148,48 +127,6 @@ def migrate_system_settings_ui_timezone() -> None:
     except Exception as exc:
         print(f"[migrations] Failed to migrate system_settings.ui_timezone: {exc}")
 
-def migrate_system_settings_autotask_integration() -> None:
-    """Add Autotask integration columns to system_settings if missing."""
-
-    table = "system_settings"
-
-    columns = [
-        ("autotask_enabled", "BOOLEAN NOT NULL DEFAULT FALSE"),
-        ("autotask_environment", "VARCHAR(32) NULL"),
-        ("autotask_api_username", "VARCHAR(255) NULL"),
-        ("autotask_api_password", "VARCHAR(255) NULL"),
-        ("autotask_tracking_identifier", "VARCHAR(255) NULL"),
-        ("autotask_base_url", "VARCHAR(512) NULL"),
-        ("autotask_default_queue_id", "INTEGER NULL"),
-        ("autotask_default_ticket_source_id", "INTEGER NULL"),
-        ("autotask_default_ticket_status", "INTEGER NULL"),
-        ("autotask_priority_warning", "INTEGER NULL"),
-        ("autotask_priority_error", "INTEGER NULL"),
-        ("autotask_cached_queues_json", "TEXT NULL"),
-        ("autotask_cached_ticket_sources_json", "TEXT NULL"),
-        ("autotask_cached_priorities_json", "TEXT NULL"),
-        ("autotask_reference_last_sync_at", "TIMESTAMP NULL"),
-    ]
-
-    try:
-        engine = db.get_engine()
-    except Exception as exc:
-        print(f"[migrations] Could not get engine for system_settings autotask migration: {exc}")
-        return
-
-    try:
-        with engine.begin() as conn:
-            for column, ddl in columns:
-                if _column_exists_on_conn(conn, table, column):
-                    continue
-                conn.execute(text(f'ALTER TABLE "{table}" ADD COLUMN {column} {ddl}'))
-        print("[migrations] migrate_system_settings_autotask_integration completed.")
-    except Exception as exc:
-        print(f"[migrations] Failed to migrate system_settings autotask integration columns: {exc}")
-
-
-
-
 
 
 def migrate_mail_messages_columns() -> None:
@@ -842,7 +779,6 @@ def run_migrations() -> None:
     migrate_system_settings_auto_import_cutoff_date()
     migrate_system_settings_daily_jobs_start_date()
     migrate_system_settings_ui_timezone()
-    migrate_system_settings_autotask_integration()
     migrate_mail_messages_columns()
     migrate_mail_messages_parse_columns()
     migrate_mail_messages_approval_columns()

containers/backupchecks/src/backend/app/models.py

@@ -107,27 +107,6 @@ class SystemSettings(db.Model):
     # UI display timezone (IANA name). Used for rendering times in the web interface.
     ui_timezone = db.Column(db.String(64), nullable=False, default="Europe/Amsterdam")
 
-
-    # Autotask integration settings
-    autotask_enabled = db.Column(db.Boolean, nullable=False, default=False)
-    autotask_environment = db.Column(db.String(32), nullable=True)  # sandbox | production
-    autotask_api_username = db.Column(db.String(255), nullable=True)
-    autotask_api_password = db.Column(db.String(255), nullable=True)
-    autotask_tracking_identifier = db.Column(db.String(255), nullable=True)
-    autotask_base_url = db.Column(db.String(512), nullable=True)  # Backupchecks base URL for deep links
-
-    # Autotask defaults (IDs are leading)
-    autotask_default_queue_id = db.Column(db.Integer, nullable=True)
-    autotask_default_ticket_source_id = db.Column(db.Integer, nullable=True)
-    autotask_default_ticket_status = db.Column(db.Integer, nullable=True)
-    autotask_priority_warning = db.Column(db.Integer, nullable=True)
-    autotask_priority_error = db.Column(db.Integer, nullable=True)
-
-    # Cached reference data (for dropdowns)
-    autotask_cached_queues_json = db.Column(db.Text, nullable=True)
-    autotask_cached_ticket_sources_json = db.Column(db.Text, nullable=True)
-    autotask_cached_priorities_json = db.Column(db.Text, nullable=True)
-    autotask_reference_last_sync_at = db.Column(db.DateTime, nullable=True)
     created_at = db.Column(db.DateTime, default=datetime.utcnow, nullable=False)
     updated_at = db.Column(
         db.DateTime, default=datetime.utcnow, onupdate=datetime.utcnow, nullable=False
@@ -673,4 +652,4 @@ class ReportObjectSummary(db.Model):
     report = db.relationship(
         "ReportDefinition",
         backref=db.backref("object_summaries", lazy="dynamic", cascade="all, delete-orphan"),
-    )
+    )

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

@@ -20,9 +20,6 @@
   <li class="nav-item">
     <a class="nav-link {% if section == 'imports' %}active{% endif %}" href="{{ url_for('main.settings', section='imports') }}">Imports</a>
   </li>
-  <li class="nav-item">
-    <a class="nav-link {% if section == 'integrations' %}active{% endif %}" href="{{ url_for('main.settings', section='integrations') }}">Integrations</a>
-  </li>
   <li class="nav-item">
     <a class="nav-link {% if section == 'maintenance' %}active{% endif %}" href="{{ url_for('main.settings', section='maintenance') }}">Maintenance</a>
   </li>
@@ -319,151 +316,6 @@
 {% endif %}
 
 
-{% if section == 'integrations' %}
-<form method="post" class="mb-4">
-  <div class="card mb-3">
-    <div class="card-header">Autotask</div>
-    <div class="card-body">
-      <div class="form-check form-switch mb-3">
-        <input class="form-check-input" type="checkbox" id="autotask_enabled" name="autotask_enabled" {% if settings.autotask_enabled %}checked{% endif %} />
-        <label class="form-check-label" for="autotask_enabled">Enable Autotask integration</label>
-      </div>
-
-      <div class="row g-3">
-        <div class="col-md-4">
-          <label for="autotask_environment" class="form-label">Environment</label>
-          <select class="form-select" id="autotask_environment" name="autotask_environment">
-            <option value="" {% if not settings.autotask_environment %}selected{% endif %}>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>
-          <div class="form-text">Use Sandbox for testing first.</div>
-        </div>
-
-        <div class="col-md-4">
-          <label for="autotask_api_username" class="form-label">API Username</label>
-          <input type="text" class="form-control" id="autotask_api_username" name="autotask_api_username" value="{{ settings.autotask_api_username or '' }}" />
-        </div>
-
-        <div class="col-md-4">
-          <label for="autotask_api_password" class="form-label">API Password</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 %}"
-          />
-          <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>
-          <input type="text" class="form-control" id="autotask_tracking_identifier" name="autotask_tracking_identifier" value="{{ settings.autotask_tracking_identifier or '' }}" />
-        </div>
-
-        <div class="col-md-6">
-          <label for="autotask_base_url" class="form-label">Backupchecks Base URL</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" />
-          <div class="form-text">Required later for creating stable links to Job Details pages.</div>
-        </div>
-      </div>
-    </div>
-  </div>
-
-  <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>
-          <select class="form-select" id="autotask_default_queue_id" name="autotask_default_queue_id">
-            <option value="" {% if not settings.autotask_default_queue_id %}selected{% endif %}>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 %}
-          </select>
-          <div class="form-text">Requires refreshed reference data.</div>
-        </div>
-
-        <div class="col-md-6">
-          <label for="autotask_default_ticket_source_id" class="form-label">Ticket Source</label>
-          <select class="form-select" id="autotask_default_ticket_source_id" name="autotask_default_ticket_source_id">
-            <option value="" {% if not settings.autotask_default_ticket_source_id %}selected{% endif %}>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 %}
-          </select>
-          <div class="form-text">Requires refreshed reference data.</div>
-        </div>
-
-        <div class="col-md-6">
-          <label for="autotask_priority_warning" class="form-label">Priority for Warning</label>
-          <select class="form-select" id="autotask_priority_warning" name="autotask_priority_warning">
-            <option value="" {% if not settings.autotask_priority_warning %}selected{% endif %}>Select...</option>
-            {% for p in autotask_priorities %}
-              <option value="{{ p.id }}" {% if settings.autotask_priority_warning == p.id %}selected{% endif %}>{{ p.name }}</option>
-            {% endfor %}
-          </select>
-          <div class="form-text">Requires refreshed reference data.</div>
-        </div>
-
-        <div class="col-md-6">
-          <label for="autotask_priority_error" class="form-label">Priority for Error</label>
-          <select class="form-select" id="autotask_priority_error" name="autotask_priority_error">
-            <option value="" {% if not settings.autotask_priority_error %}selected{% endif %}>Select...</option>
-            {% for p in autotask_priorities %}
-              <option value="{{ p.id }}" {% if settings.autotask_priority_error == p.id %}selected{% endif %}>{{ p.name }}</option>
-            {% endfor %}
-          </select>
-          <div class="form-text">Requires refreshed reference data.</div>
-        </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">
-    <button type="submit" class="btn btn-primary">Save settings</button>
-  </div>
-</form>
-
-<div class="card mb-4">
-  <div class="card-header">Diagnostics & reference data</div>
-  <div class="card-body">
-    <div class="row g-3 align-items-end">
-      <div class="col-md-6">
-        <div class="text-muted small">Last reference data sync</div>
-        <div class="fw-semibold">
-          {% if autotask_last_sync_at %}
-            {{ autotask_last_sync_at }}
-          {% else %}
-            never
-          {% endif %}
-        </div>
-        <div class="text-muted small mt-2">
-          Cached Queues: {{ autotask_queues|length }}<br />
-          Cached Ticket Sources: {{ autotask_ticket_sources|length }}<br />
-          Cached Priorities: {{ autotask_priorities|length }}
-        </div>
-      </div>
-      <div class="col-md-6">
-        <div class="d-flex flex-wrap gap-2 justify-content-md-end">
-          <form method="post" action="{{ url_for('main.settings_autotask_test_connection') }}">
-            <button type="submit" class="btn btn-outline-secondary">Test connection</button>
-          </form>
-          <form method="post" action="{{ url_for('main.settings_autotask_refresh_reference_data') }}">
-            <button type="submit" class="btn btn-outline-primary">Refresh reference data</button>
-          </form>
-        </div>
-        <div class="form-text mt-2 text-md-end">Refresh loads Queues, Ticket Sources, and Priorities from Autotask for dropdown usage.</div>
-      </div>
-    </div>
-  </div>
-</div>
-{% endif %}
-
-
 {% if section == 'maintenance' %}
 <div class="row g-3 mb-4">
   <div class="col-12 col-lg-6">

docs/backupchecks_autotask_integration_functional_design_phase_1.md

@@ -1,464 +0,0 @@
-# Backupchecks – Autotask Integration
-
-## Functional Design – Phase 1
-
-_Last updated: 2026-01-13_
-
----
-
-## 1. Scope & Goals
-
-This document describes the **functional design and agreed decisions** for the first phase of the Autotask integration in Backupchecks.
-
-Goals for phase 1:
-- Allow operators to **manually create Autotask tickets** from Backupchecks.
-- Ensure **full operator control** over when a ticket is created.
-- Prevent ticket spam and duplicate tickets.
-- Maintain clear ownership between Backupchecks and Autotask.
-- Provide a safe and auditable way to resolve tickets from Backupchecks.
-
-Out of scope for phase 1:
-- Automatic ticket creation
-- Automatic ticket closing on success
-- Issue correlation across multiple runs
-- Time entry creation or modification
-
----
-
-## 2. Core Principles (Leading)
-
-These principles apply to all design and implementation choices:
-
-- Autotask is an **external authoritative system** (PSA).
-- Backupchecks is a **consumer**, not an owner, of PSA data.
-- **IDs are leading**, names are display-only.
-- All PSA mappings are **explicit**, never implicit or automatic.
-- Operators always retain **manual control**.
-- Renaming in Autotask must **never break mappings**.
-
----
-
-## 3. Customer ↔ Autotask Company Mapping
-
-### 3.1 Mapping model
-
-- Mapping is configured in the **Customers** screen.
-- Mapping is a **1-to-1 explicit relationship**.
-- Stored values per customer:
-  - PSA type: `autotask`
-  - Autotask Company ID (leading)
-  - Autotask Company Name (cached for display)
-  - Last sync timestamp
-  - Mapping status: `ok | renamed | missing | invalid`
-
-> **Note:** The Autotask Company ID is the source of truth. The name exists only for UI clarity.
-
-### 3.2 Name synchronisation
-
-- If the company name is changed in Autotask:
-  - Backupchecks updates the cached name automatically.
-  - The mapping remains intact.
-- Backupchecks customer names are **independent** and never overwritten.
-
-### 3.3 Failure scenarios
-
-- Autotask company deleted or inaccessible:
-  - Mapping status becomes `invalid`.
-  - Ticket creation is blocked.
-  - UI clearly indicates broken mapping.
-
----
-
-## 4. Ticket Creation Model
-
-### 4.1 Operator-driven creation
-
-- Tickets are created **only** via an explicit operator action.
-- Location: **Run Checks** page.
-- Manual ticket number input is removed.
-- A new action replaces it:
-  - **“Create Autotask ticket”**
-
-> **Rationale:** There are too many backup alerts that do not require a ticket. Human judgement remains essential.
-
-### 4.2 One ticket per run (Key decision)
-
-- **Exactly one ticket per Run**.
-- A run can never create multiple tickets.
-- If a ticket exists:
-  - Creation action is replaced by:
-    - “Open ticket”
-    - (Later) “Add note”
-
-> **Rationale:** Multiple errors within a run often share the same root cause. This prevents ticket flooding.
-
-### 4.3 Ticket contents (baseline)
-
-Minimum ticket fields:
-- Subject:
-  - `[Backupchecks] <Customer> - <Job> - <Status>`
-- Description:
-  - Run date/time
-  - Backup type and job
-  - Affected objects (e.g. HV01, USB Disk)
-  - Error / warning messages
-  - Reference to Backupchecks (URL or identifier)
-
-Optional (configurable later):
-- Queue
-- Issue type / category
-- Priority mapping
-
----
-
-## 5. Ticket State Tracking in Backupchecks
-
-Per Run, Backupchecks stores:
-- Autotask Ticket ID
-- Autotask Ticket Number
-- Ticket URL (optional)
-- Created by (operator)
-- Created at timestamp
-- Last known ticket status (snapshot)
-
-This ensures:
-- No duplicate tickets
-- Full audit trail
-n- Clear operator feedback
-
----
-
-## 5A. Ticket Content Composition Rules
-
-This chapter defines how Backupchecks determines **what content is placed in an Autotask ticket**, with the explicit goal of keeping tickets readable and actionable.
-
-### 5A.1 Guiding principle
-
-- A ticket is a **signal**, not a log file.
-- The ticket must remain readable for the ticket owner.
-- Full technical details always remain available in Backupchecks.
-
-### 5A.2 Content hierarchy (deterministic)
-
-Backupchecks applies the following strict hierarchy when composing ticket content:
-
-1. **Overall remark** (run-level summary) – if present, this is leading.
-2. **Object-level messages** – used only when no overall remark exists.
-
-This hierarchy is fixed and non-configurable in phase 1.
-
-### 5A.3 Scenario A – Overall remark present
-
-If an overall remark exists for the run:
-- The ticket description contains:
-  - The overall remark
-  - Job name, run date/time, and status
-- Object-level errors are **not listed in full**.
-- A short informational line is added:
-  - “Multiple objects reported errors. See Backupchecks for full details.”
-
-> **Rationale:** The overall remark already represents a consolidated summary. Listing many objects would reduce ticket clarity.
-
-### 5A.4 Scenario B – No overall remark
-
-If no overall remark exists:
-- The ticket description includes object-level errors.
-- Object listings are **explicitly limited**:
-  - A maximum of *N* objects (exact value defined during implementation)
-- If more objects are present:
-  - “And X additional objects reported similar errors.”
-
-> **Rationale:** Prevents large, unreadable tickets while still providing concrete examples.
-
-### 5A.5 Mandatory reference to Backupchecks
-
-Every ticket created by Backupchecks must include a **direct link to the Job Details page of the originating run**.
-
-This link is intended as the primary navigation entry point for the ticket owner.
-
-The ticket description must include:
-- Job name
-- Run date/time
-- A clickable URL pointing to the Job Details page of that run in Backupchecks
-
-> **Rationale:** The Job Details page provides the most complete and structured context for investigation.
-
-This ensures:
-- Full traceability
-- Fast access to complete technical details
-
----
-
-### 5A.6 Explicit exclusions
-
-The following content is deliberately excluded from ticket descriptions:
-- Complete object lists when large
-- Repeated identical error messages
-- Raw technical dumps or stack traces
-
----
-
-## 6. Ticket Resolution from Backupchecks
-
-### 6.1 Resolution policy
-
-Backupchecks **may resolve** an Autotask ticket **only if**:
-- The ticket exists
-- The ticket is not already closed
-- **No time entries are present on the ticket**
-
-This rule is **mandatory and non-configurable**.
-
-> **Rationale:** Prevents financial and operational conflicts inside Autotask.
-
-### 6.2 Behaviour when time entries exist
-
-If an operator clicks **Resolve ticket** but the ticket **contains time entries**:
-- The ticket **must not be closed** by Backupchecks.
-- Backupchecks **adds an internal system note** to the ticket stating that it was marked as resolved from Backupchecks.
-- The ticket remains open for the ticket owner to review and close manually.
-
-Proposed internal system note text:
-
-> `Ticket marked as resolved in Backupchecks, but not closed automatically because time entries are present.`
-
-> **Rationale:** Ensures the ticket owner is explicitly informed without violating Autotask process or financial controls.
-
-### 6.3 Closing note (fixed text)
-
-When resolving a ticket **and no time entries are present**, Backupchecks always adds the following **internal system note** **before closing**:
-
-> `Ticket resolved via Backupchecks after verification that the backup issue is no longer present.`
-
-Characteristics:
-- Fixed text (no operator editing in phase 1)
-- **System / internal note** (never customer-facing)
-- Ensures auditability and traceability
-
----
-
----
-
-## 6A. Handling Existing Tickets & Compatibility Mode
-
-### 6A.1 Existing manual ticket numbers
-
-In the pre-integration workflow, a run may already contain a manually entered ticket number.
-
-When Autotask integration is **enabled**:
-- Existing ticket numbers remain visible.
-- Backupchecks may offer a one-time action:
-  - **“Link existing Autotask ticket”**
-  - This validates the ticket in Autotask and stores the **Autotask Ticket ID**.
-
-> **Note:** Without an Autotask Ticket ID, Backupchecks must not attempt to resolve a ticket.
-
-When Autotask integration is **disabled**:
-- The current/manual workflow applies (manual ticket number entry).
-
-### 6A.2 Linking existing Autotask tickets
-
-When integration is enabled, operators can link an existing Autotask ticket to a run:
-- Search/select a ticket (preferably by ticket number)
-- Store:
-  - Autotask Ticket ID
-  - Autotask Ticket Number
-  - Ticket URL (optional)
-
-After linking:
-- The run behaves like an integration-created ticket for viewing and resolution rules.
-
-### 6A.3 Compatibility mode (optional setting)
-
-Optional setting (recommended for transition periods):
-- **“Allow manual ticket number entry when Autotask is enabled”** (default: OFF)
-
-Behaviour:
-- When ON, operators can still manually enter a ticket number even if integration is enabled.
-- Resolve from Backupchecks is still only possible for tickets that have a validated Autotask Ticket ID.
-
-> **Rationale:** Provides a safe escape hatch during rollout and migration.
-
----
-
-## 6B. Deleted Tickets in Autotask
-
-Tickets may be deleted in Autotask. When a ticket referenced by Backupchecks is deleted, the linkage becomes invalid.
-
-### 6B.1 Detection
-
-When Backupchecks attempts to fetch the ticket by Autotask Ticket ID:
-- If Autotask returns “not found” (deleted/missing), Backupchecks marks the linkage as **broken**.
-
-### 6B.2 Behaviour when a ticket is deleted
-
-- The run keeps the historical reference (ticket number/ID) for audit purposes.
-- The ticket state is shown as:
-  - **“Missing in Autotask (deleted)”**
-- Actions are blocked:
-  - No “Open ticket” (if no valid URL)
-  - No “Resolve ticket”
-- Operators can choose:
-  - **Re-link to another ticket** (if the ticket was recreated or replaced)
-  - **Create a new Autotask ticket** (creates a new link for that run)
-
-> **Note:** Backupchecks should never silently remove the stored linkage, to preserve auditability.
-
-### 6B.3 Optional: periodic validation
-
-Optionally (later), Backupchecks may periodically validate linked ticket IDs and flag missing tickets.
-
----
-
-## 7. Backupchecks Settings
-
-### 7.1 New settings section
-
-**Settings → Extensions & Integrations → Autotask**
-
-### 7.2 Required settings
-
-- Enable Autotask integration (on/off)
-- Environment: Sandbox / Production
-- API Username
-- API Password
-- Tracking Identifier
-
-### 7.3 Ticket creation defaults (configurable)
-
-These defaults are applied when Backupchecks creates a new Autotask ticket.
-
-- Ticket Source (default): **Monitoring Alert**
-- Default Queue (default): **Helpdesk**
-- Default Status (default): **New**
-- Priority mapping:
-  - Warning → **Medium**
-  - Error → **High**
-
-> **Note:** Issue Type / Category is intentionally **not set** by Backupchecks and will be assigned by the ticket owner or traffic manager.
-
----
-
-### 7.3A Backupchecks Base URL
-
-- Base URL of the Backupchecks instance (e.g. `https://backupchecks.example.com`)
-
-This value is required to construct:
-- Direct links to Job Details pages
-- Stable references inside Autotask tickets
-
-> **Note:** This setting is mandatory for ticket creation and must be validated.
-
----
-
-### 7.4 Dynamic reference data
-
-Backupchecks must retrieve the following reference data from Autotask and present it in Settings:
-- Available Queues
-- Available Ticket Sources
-
-These lists are:
-- Loaded on demand (or via refresh action)
-- Stored for selection in Settings
-
-> **Rationale:** Prevents hard-coded values and keeps Backupchecks aligned with Autotask configuration changes.
-
-### 7.5 Resolve configuration
-
-- Allow resolving tickets from Backupchecks (on/off)
-- Closing note texts (read-only, fixed):
-  - Standard resolve note
-  - Time-entry-blocked resolve note
-
-### 7.6 Validation & diagnostics
-
-- Test connection
-- Validate configuration (credentials, reference data access)
-- Optional API logging level
-
----
-
-## 8. Roles & Permissions
-
-- Admin / Operator:
-  - Create tickets
-  - Resolve tickets (if allowed)
-- Reporter:
-  - View ticket number and link
-  - No create or resolve actions
-
----
-
-## 9. Handling Existing, Linked and Deleted Tickets
-
-### 9.1 Existing tickets (pre-integration)
-
-- Runs that already contain a manually entered ticket number remain valid.
-- When Autotask integration is enabled, operators may optionally:
-  - Link the run to an existing Autotask ticket (validated against Autotask).
-  - After linking, the run follows the same rules as integration-created tickets.
-
-> **Note:** This optional compatibility flow exists to support a gradual transition and avoids forced migration.
-
-### 9.2 Optional compatibility mode
-
-- Optional setting: **Allow manual ticket number entry when Autotask is enabled**
-- Default: OFF
-- Intended as a temporary transition mechanism.
-
-### 9.3 Deleted tickets in Autotask (important case)
-
-Tickets may be deleted directly in Autotask. Backupchecks must handle this safely and explicitly.
-
-Behaviour:
-- Backupchecks never assumes tickets exist based on stored data alone.
-- On any ticket-related action (view, resolve, open):
-  - Backupchecks validates the ticket ID against Autotask.
-
-If Autotask returns *not found*:
-- The ticket is marked as **Deleted (external)**.
-- The existing link is preserved as historical data but marked inactive.
-- No further actions (resolve, update) are allowed on that ticket.
-
-UI behaviour:
-- Ticket number remains visible with a clear indicator:
-  - “Ticket deleted in Autotask”
-- Operator is offered one explicit action:
-  - “Create new Autotask ticket” (results in a new ticket linked to the same run)
-
-> **Rationale:** Ticket deletion is an external administrative decision. Backupchecks records the fact but does not attempt to repair or hide it.
-
-### 9.4 Why links are not silently removed
-
-- Silent removal would break audit trails.
-- Historical runs must retain context, even if external objects no longer exist.
-- Operators must explicitly decide how to proceed.
-
----
-
-## 10. Explicit Non-Goals (Phase 1)
-
-The following are explicitly excluded:
-- Automatic ticket creation
-- Automatic ticket closing
-- Automatic re-creation of deleted tickets
-- Updating ticket content after creation
-- Multiple tickets per run
-- Time entry handling
-- Multi-PSA support
-
----
-
-## 11. Phase 1 Summary
-
-Phase 1 delivers:
-- Safe, controlled PSA integration
-- Operator-driven ticket lifecycle
-- Explicit handling of legacy, linked and deleted tickets
-- Clear audit trail
-- Minimal risk to Autotask data integrity
-
-This design intentionally prioritises **predictability and control** over automation.
-
-Future phases may build on this foundation.
-

docs/backupchecks_autotask_integration_implementation_breakdown.md

@@ -1,205 +0,0 @@
-# Backupchecks – Autotask Integration
-
-## Implementation Breakdown & Validation Plan
-
-_Last updated: 2026-01-13_
-
----
-
-## 1. Purpose of this document
-
-This document describes the **logical breakdown of the Autotask integration into implementation phases**.
-
-It is intended to:
-- Provide context at the start of each development chat
-- Keep focus on the **overall goal** while working step by step
-- Ensure each phase is independently testable and verifiable
-- Prevent scope creep during implementation
-
-This document complements:
-- *Backupchecks – Autotask Integration Functional Design (Phase 1)*
-
----
-
-## 2. Guiding implementation principles
-
-- Implement in **small, validated steps**
-- Each phase must be:
-  - Testable in isolation
-  - Reviewable without knowledge of later phases
-- No UI or workflow assumptions beyond the current phase
-- Sandbox-first development
-- No breaking changes without explicit intent
-
----
-
-## 3. Implementation phases
-
-### Phase 1 – Autotask integration foundation
-
-**Goal:** Establish a reliable, testable Autotask integration layer.
-
-Scope:
-- Autotask client/service abstraction
-- Authentication handling
-- Tracking Identifier usage
-- Environment selection (Sandbox / Production)
-- Test connection functionality
-- Fetch reference data:
-  - Queues
-  - Ticket Sources
-
-Out of scope:
-- UI integration (except minimal test hooks)
-- Ticket creation
-- Customer mapping
-
-Validation criteria:
-- Successful authentication against Sandbox
-- Reference data can be retrieved and parsed
-- Clear error handling for auth and API failures
-
----
-
-### Phase 2 – Settings integration
-
-**Goal:** Persist and validate Autotask configuration in Backupchecks.
-
-Scope:
-- New Settings section:
-  - Extensions & Integrations → Autotask
-- Store:
-  - Enable/disable toggle
-  - Environment
-  - API credentials
-  - Tracking Identifier
-  - Backupchecks Base URL
-  - Ticket defaults (queue, source, priorities)
-- Dropdowns populated from live Autotask reference data
-- Test connection & refresh reference data actions
-
-Out of scope:
-- Customer mapping
-- Ticket creation
-
-Validation criteria:
-- Settings can be saved and reloaded
-- Invalid configurations are blocked
-- Reference data reflects Autotask configuration
-
----
-
-### Phase 3 – Customer to Autotask company mapping
-
-**Goal:** Establish stable, ID-based customer mappings.
-
-Scope:
-- Customer screen enhancements
-- Search/select Autotask companies
-- Store company ID + cached name
-- Detect and reflect renamed or deleted companies
-- Mapping status indicators
-
-Out of scope:
-- Ticket creation
-- Run-level logic
-
-Validation criteria:
-- Mapping persists correctly
-- Renaming in Autotask does not break linkage
-- Deleted companies are detected and reported
-
----
-
-### Phase 4 – Ticket creation from Run Checks
-
-**Goal:** Allow operators to create Autotask tickets from Backupchecks runs.
-
-Scope:
-- “Create Autotask ticket” action
-- Ticket payload composition rules
-- Priority mapping (Warning / Error)
-- Queue, source, status defaults
-- Job Details page link inclusion
-- Store ticket ID and number
-
-Out of scope:
-- Ticket resolution
-- Linking existing tickets
-
-Validation criteria:
-- Exactly one ticket per run
-- Tickets contain correct content and links
-- No duplicate tickets can be created
-
----
-
-### Phase 5 – Ticket resolution flows
-
-**Goal:** Safely resolve tickets from Backupchecks.
-
-Scope:
-- Resolve without time entries:
-  - Internal note
-  - Close ticket
-- Resolve with time entries:
-  - Internal note only
-  - Ticket remains open
-- All notes stored as internal/system notes
-
-Out of scope:
-- Automatic resolution
-- Time entry creation
-
-Validation criteria:
-- Time entry checks enforced
-- Correct notes added in all scenarios
-- Ticket status reflects expected behaviour
-
----
-
-### Phase 6 – Integration disable & compatibility behaviour
-
-**Goal:** Ensure safe fallback and migration support.
-
-Scope:
-- Disable Autotask integration globally
-- Restore manual ticket number workflow
-- Optional compatibility mode:
-  - Allow manual ticket number entry while integration enabled
-- Link existing Autotask tickets to runs
-
-Validation criteria:
-- No Autotask API calls when integration is disabled
-- Existing data remains visible
-- Operators can safely transition between workflows
-
----
-
-## 4. Usage in development chats
-
-For each development chat:
-- Include this document
-- Include the Functional Design document
-- Clearly state:
-  - Current phase
-  - Current branch name
-  - Provided source/zip (if applicable)
-
-This ensures:
-- Shared context
-- Focused discussions
-- Predictable progress
-
----
-
-## 5. Summary
-
-This breakdown ensures the Autotask integration is:
-- Predictable
-- Auditable
-- Incrementally delivered
-- Easy to reason about during implementation
-
-Each phase builds on the previous one without hidden dependencies.
-

docs/changelog.md

@@ -1,50 +1,3 @@
-## v20260115-01-autotask-settings
-
-### Changes:
-- Added initial Autotask integration settings structure to Backupchecks.
-- Introduced new system settings demonstrating Autotask configuration fields such as enable toggle, environment selection, credentials, tracking identifier, and Backupchecks base URL.
-- Prepared data model and persistence layer to store Autotask-related configuration.
-- Laid groundwork for future validation and integration logic without enabling ticket creation or customer mapping.
-- Ensured changes are limited to configuration foundations only, keeping Phase 1 scope intact.
-
-## v20260115-02-autotask-settings-migration-fix
-
-### Changes:
-- Fixed Autotask system settings migration so it is always executed during application startup.
-- Added safe, idempotent column existence checks to prevent startup failures on re-deployments.
-- Ensured all Autotask-related system_settings columns are created before being queried.
-- Prevented aborted database transactions caused by missing columns during settings initialization.
-- Improved overall stability of the Settings page when Autotask integration is enabled.
-
-## v20260115-03-autotask-settings-ui
-
-### Changes:
-- Added visible Autotask configuration section under Settings → Integrations.
-- Implemented form fields for enabling Autotask integration, environment selection, API credentials, tracking identifier, and Backupchecks base URL.
-- Wired Autotask settings to SystemSettings for loading and saving configuration values.
-- Added Diagnostics & Reference Data section with actions for testing the Autotask connection and refreshing reference data.
-- Kept all functionality strictly within Phase 1 scope without introducing ticket or customer logic.
-
-## v20260115-04-autotask-reference-data-fix
-
-### Changes:
-- Fixed Autotask API client to use correct endpoints for reference data instead of invalid `/query` routes.
-- Implemented proper retrieval of Autotask Queues and Ticket Sources via collection endpoints.
-- Added dynamic retrieval of Autotask Priorities using ticket entity metadata and picklist values.
-- Cached queues, ticket sources, and priorities in system settings for safe reuse in the UI.
-- Updated Autotask settings UI to use dropdowns backed by live Autotask reference data.
-- Improved “Test connection” to validate authentication and reference data access reliably.
-- Fixed admin event logging to prevent secondary exceptions during error handling.
-
-## v20260115-05-autotask-queues-picklist-fix
-
-Changes:
-- Reworked Autotask reference data retrieval to use Ticket entity picklists instead of non-existent top-level resources.
-- Retrieved Queues via the Tickets.queueID picklist to ensure compatibility with all Autotask tenants.
-- Retrieved Ticket Sources via the Tickets.source picklist instead of a direct collection endpoint.
-- Kept Priority retrieval fully dynamic using the Tickets.priority picklist.
-- Normalized picklist values so IDs and display labels are handled consistently in settings dropdowns.
-- Fixed Autotask connection test to rely on picklist availability, preventing false 404 errors.
 
 ***