# Changelog - Claude Code

This file documents all changes made to this project via Claude Code.

## [2026-02-05]

### Added
- Autotask customer mapping now auto-searches for similar company names when opening unmapped customers:
  - Automatically populates search box with customer name
  - Displays matching Autotask companies as suggestions
  - Speeds up mapping process by eliminating manual search for most customers
- Autotask "Link existing ticket" now supports cross-company ticket search:
  - Added `query_tickets_by_number()` to search tickets by number across all companies
  - When searching with a ticket number (e.g., "T20260205.0001"), results include:
    - Tickets from the customer's company (primary results)
    - Matching tickets from other companies (for overarching issues)
  - Enables linking tickets for multi-company infrastructure issues

### Changed
- Autotask resolve confirmation and note messages now correctly indicate ticket closure status:
  - Frontend confirmation dialog explains conditional closure based on time entries
  - Backend route checks time entries before creating note and generates dynamic message:
    - "ticket will be closed in Autotask" when no time entries exist
    - "ticket remains open in Autotask due to existing time entries" when time entries exist
  - Route docstring updated to reflect conditional status update behaviour

### Added
- Autotask conditional ticket status update based on time entries (API contract section 9):
  - `query_time_entries_by_ticket_id()` - Query time entries for a ticket via POST /TimeEntries/query
  - `update_ticket_resolution_safe()` now checks for time entries and conditionally sets status:
    - If NO time entries exist: sets status to 5 (Complete) with completedDate and resolvedDateTime
    - If time entries exist: keeps current status unchanged (ticket remains open)

### Fixed
- Automatic mail import can now be disabled in Settings after being enabled (fixed unchecked checkbox not being processed)
- Autotask "Link existing" search box now clears when opening the modal instead of retaining previous search text
- Autotask customer mapping search box now clears when opening the edit modal instead of retaining previous search text
- Autotask ticket resolution update now correctly preserves exact field values from GET response in PUT payload.
  The `issueType`, `subIssueType`, and `source` fields are copied with their exact values (including null)
  from the GET response, as required by Autotask API. Previously these fields were being skipped or modified.

### Added
- Restored Autotask PSA integration from branch `v20260203-13-autotask-resolution-item-wrapper`:
  - `integrations/autotask/client.py` - Autotask REST API client with full support for:
    - Zone information discovery
    - Ticket CRUD operations (create, get, update)
    - Ticket notes via `/Tickets/{id}/Notes` endpoint
    - Safe resolution updates preserving stabilizing fields
    - Query support for companies, tickets, time entries, deleted ticket logs
    - Reference data retrieval (queues, ticket sources, priorities, statuses)
  - `ticketing_utils.py` - Utilities for internal ticket management and Autotask linkage
  - Database migrations for Autotask fields:
    - `SystemSettings`: Autotask connection settings, defaults, and cached reference data
    - `Customer`: Autotask company mapping fields
    - `JobRun`: Autotask ticket linkage and deletion tracking fields
    - `Ticket`: Resolution origin tracking
  - Settings UI for Autotask configuration (connection test, reference data sync)
  - Run Checks integration for Autotask ticket creation
  - Customers page with Autotask company mapping
  - Documentation files for Autotask integration design and implementation
- Added `docs/autotask_rest_api.md` - Validated Autotask REST API contract based on Postman testing

## [2026-02-04]

### Added
- `docs/changelog-claude.md` - Changelog file for tracking changes made via Claude Code
- Setting to enable/disable daily dashboard redirect requirement (Settings > General > Navigation)
  - New `require_daily_dashboard_visit` column in `SystemSettings` model
  - Migration in `migrations.py` to add the column
  - Toggle in Settings General page under new "Navigation" card
  - Default value is OFF (disabled) - users can navigate directly to any page

### Changed
- Converted changelog to English (all project documentation must be in English)
- Documented branch naming convention and build workflow in Claude memory
- Filled README.md with comprehensive project documentation based on source code analysis

### Performance
- Added database indexes migration (`migrations.py`) for frequently queried foreign key columns:
  - `JobRun`: indexes on `job_id`, `job_id+run_at`, `job_id+reviewed_at`, `mail_message_id`
  - `MailMessage`: indexes on `job_id`, `location`, `job_id+location`
  - `MailObject`: index on `mail_message_id`
  - `TicketScope`: indexes on `ticket_id`, `job_id`
  - `RemarkScope`: indexes on `remark_id`, `job_id`
- Fixed N+1 query in `_recompute_override_flags_for_runs()` - batch loads all jobs instead of per-run queries
- Optimized Daily Jobs page with batch queries:
  - Batch load all today's runs for all jobs in single query
  - Batch infer weekly schedules for all jobs (was per-job query)
  - Batch infer monthly schedules for jobs without weekly schedule
  - Batch load ticket/remark indicators for all jobs