From f27b23bec8a8dd8cc6804d727398d6dd7e2a69a0 Mon Sep 17 00:00:00 2001
From: lorentz <lorentz@wulfconsulting.com>
Date: Tue, 3 Feb 2026 20:54:35 -0500
Subject: [PATCH] fix: pre-populate classifications instead of syncing from
 Autotask API

- Autotask REST API doesn't expose ClassificationIcons endpoint
- Created migration to populate 17 standard classification icons
- Removed sync button from UI (classifications are pre-loaded)
- Includes: Tools Only, Co-Managed, Wulf 365 Essentials, Partner, etc.
- Users can now select any classification to exclude from kiosk
---
 app/kiosk/settings/page.tsx                 | 14 ++---------
 lib/services/autotask-client.ts             |  3 ++-
 migrations/022_populate_classifications.sql | 26 +++++++++++++++++++++
 3 files changed, 30 insertions(+), 13 deletions(-)
 create mode 100644 migrations/022_populate_classifications.sql

diff --git a/app/kiosk/settings/page.tsx b/app/kiosk/settings/page.tsx
index ddb7e61..a64b14f 100644
--- a/app/kiosk/settings/page.tsx
+++ b/app/kiosk/settings/page.tsx
@@ -293,17 +293,7 @@ export default function KioskSettingsPage() {
 
           {/* Excluded Classifications Section */}
           <div className="bg-gray-900 rounded-lg p-6 border border-gray-800">
-            <div className="flex items-center justify-between mb-4">
-              <h2 className="text-xl font-semibold">Excluded Company Classifications</h2>
-              <Button
-                onClick={syncClassifications}
-                disabled={syncing}
-                className="bg-green-600 hover:bg-green-700"
-                size="sm"
-              >
-                {syncing ? 'Syncing...' : 'Sync from Autotask'}
-              </Button>
-            </div>
+            <h2 className="text-xl font-semibold mb-4">Excluded Company Classifications</h2>
             <p className="text-gray-400 mb-4">
               Tickets from companies with these classifications will not appear in the kiosk display.
             </p>
@@ -312,7 +302,7 @@ export default function KioskSettingsPage() {
             {classifications.length === 0 ? (
               <div className="text-center py-8 text-gray-500">
                 <p className="mb-2">No classifications found.</p>
-                <p className="text-sm">Click "Sync from Autotask" to load classification icons.</p>
+                <p className="text-sm">Refresh the page to load classifications.</p>
               </div>
             ) : (
               <div className="space-y-2">
diff --git a/lib/services/autotask-client.ts b/lib/services/autotask-client.ts
index b944277..127cda5 100644
--- a/lib/services/autotask-client.ts
+++ b/lib/services/autotask-client.ts
@@ -490,7 +490,8 @@ export class AutotaskClient {
   // Classification Icons methods
   async getClassificationIcons(): Promise<any[]> {
     // Autotask API endpoint for classification icons
-    const url = `${this.config.apiUrl}/CompanyClassificationIcons`;
+    // Try ClassificationIcons endpoint
+    const url = `${this.config.apiUrl}/ClassificationIcons`;
     
     const response = await this.makeApiCall<any>(url, {
       method: 'GET',
diff --git a/migrations/022_populate_classifications.sql b/migrations/022_populate_classifications.sql
new file mode 100644
index 0000000..efcf721
--- /dev/null
+++ b/migrations/022_populate_classifications.sql
@@ -0,0 +1,26 @@
+-- Populate company_classifications with common Autotask classification icons
+-- Based on standard Autotask classification icons
+
+INSERT INTO company_classifications (classification_id, name, description, is_active, is_system) VALUES
+  (1, 'Platinum_Service_Plan', 'Platinum Service Plan', true, false),
+  (2, 'Gold_Service_Plan', 'Gold Service Plan', true, false),
+  (3, 'Silver_Service_Plan', 'Silver Service Plan', true, false),
+  (4, 'Wulf 365 Essentials', 'Wulf 365 Essentials', true, false),
+  (5, 'Co-Managed', 'Co-Managed IT', true, false),
+  (6, 'Tools Only', 'Tools Only', true, false),
+  (7, 'Partner', 'Partner', true, false),
+  (8, 'Block Hour', 'Use Icon to Identify Block Hour Customer', true, false),
+  (9, 'T&M', 'T&M', true, false),
+  (10, 'Residential (no-pay)', 'Residential', true, false),
+  (11, 'Canceled', 'Canceled', true, false),
+  (12, 'Red (1)', 'Define your own. (One idea is to use it as Top Priority Customers)', true, false),
+  (13, 'Blue (2)', 'Define your own.', true, false),
+  (14, 'Gold (3)', 'Define your own.', true, false),
+  (15, 'Target', 'Use the TatUse the Target Icon when you have a hot deal that you want to track', true, false),
+  (16, 'Delinquent', 'Customers with a passed due account', true, false),
+  (17, 'Jeopardy Company', 'Company is in Jeopardy', true, false)
+ON CONFLICT (classification_id) DO UPDATE SET
+  name = EXCLUDED.name,
+  description = EXCLUDED.description,
+  is_active = EXCLUDED.is_active,
+  updated_at = CURRENT_TIMESTAMP;