- Add buildCompaniesFilter() returning id > 0 in lib/utils/sync-helpers.ts
- Route COMPANIES through buildCompaniesFilter on full sync instead of
the generic buildActiveFilter (which applied isActive=true and missed
inactive companies with tickets, causing tickets_company_id_fkey on
weekly-full and full syncs since 2026-05-15)
- hasAppliedFilters stays true (filter is non-empty), so soft-delete of
companies is not triggered
- Add /admin/display-settings page with Kiosk and Mobile sections
- Company category checkbox filter + excluded companies searchable multi-select
- New DB tables: company_categories, company_types (migration 064)
- Sync COMPANY_CATEGORIES via CompanyCategories entity (id/name/isActive)
- Sync COMPANY_TYPES via Companies.companyType picklist
- Add to EntityType, ENTITY_DEPENDENCIES, sync-helpers, entity-mapper, entity-sync
- New API routes: /api/admin/display-settings (GET/POST), /api/data/company-categories, /api/data/companies-list
- Update all 4 routes (kiosk/stats, kiosk/activity, mobile/tickets, mobile/dashboard)
to filter by kiosk_settings company_category_ids + excluded_company_ids
- Add Display Settings nav link (SlidersHorizontal icon) to Admin menu
- Seed kiosk_settings: kiosk_company_category_ids=1, mobile_company_category_ids=1
- bulkUpsert now accepts preserveExistingOnNull column list, using
COALESCE(EXCLUDED.col, table.col) so null incoming values never
overwrite existing non-null DB values
- bulkUpsertRecords passes resource ID columns as preserve-on-null
for TICKETS and TASKS entities
- getValidResourceIds now throws on DB error instead of returning
empty set (which would nullify every resource reference)
- Fix mimecast mailbox-remediate fetch handlers to check res.ok and
content-type before calling res.json(), preventing JSON parse crash
on 502 Bad Gateway responses
The Autotask Tasks bulk API does not return projectID in its response,
causing all tasks.project_id to be NULL. This fixes it by:
- Adding project_phases as a synced entity (Autotask endpoint: /Phases)
- Migration 059: project_phases table with project_id, phase_number,
estimated_hours, start/due dates, parent_phase_id, is_scheduled
- EntityType.PROJECT_PHASES added to all sync maps and dependency graph
(depends on PROJECTS, runs before TASKS in sync order)
- buildProjectPhasesFilter: Phases endpoint requires a filter (id > 0)
- mapProjectPhase: maps Autotask field names to DB columns
- Post-sync backfill in syncEntity: after each project_phases sync,
UPDATE tasks SET project_id = pp.project_id FROM project_phases pp
JOIN projects p WHERE tasks.phase_id = pp.id
Only backfills where the project exists in our DB (FK constraint on
tasks.project_id; archived projects are skipped gracefully)
Result: 2,455 of 4,966 tasks now have project_id populated. Tasks
belonging to archived/completed projects have phase_id resolvable via
project_phases even when project_id remains NULL.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- API key auth via x-openclaw-key header (OPENCLAW_API_KEY env var)
- GET /api/openclaw/sync/status
- POST /api/openclaw/sync/autotask/incremental
- POST /api/openclaw/sync/autotask/full
- POST /api/openclaw/sync/autotask/entity { entities: [...] }
- POST /api/openclaw/sync/datto-rmm { syncType: full|incremental }
- POST /api/openclaw/sync/sentinelone
- POST /api/openclaw/sync/veeam { syncType: full|incremental }
- POST /api/openclaw/sync/zoom
- POST /api/openclaw/sync/engagement
- POST /api/openclaw/sync/qbo { syncType: full|incremental }
- POST /api/openclaw/sync/zabbix
- POST /api/openclaw/sync/itglue
All routes bypass Better Auth middleware, delegate to existing sync services
Previously the incremental filter compared dateWorked >= lastSyncTime,
meaning edits to existing entries (hours adjusted, notes changed, PTO
blocks entered in advance) were never picked up after initial ingestion.
Switch both the lastModifiedField mapping and buildTimeEntriesFilter to
use lastModifiedDateTime so any created or modified entry is captured
on the next scheduled sync.
Added 10 critical missing fields to Tickets entity:
Database Migration (016):
- billing_code_id: Billing code assignment
- configuration_item_id: Primary asset/CI
- creator_resource_id: Ticket creator
- creator_type: Creator type (resource/contact)
- problem_ticket_id: Link to problem ticket
- rma_status: RMA status tracking
- rma_type: RMA type classification
- service_level_agreement_paused_next_event_hours: SLA pause tracking
- is_assigned_to_comanaged: Co-managed assignment flag
- is_visible_to_comanaged: Co-managed visibility flag
Entity Mapper Updates:
- Added all new fields with correct camelCase mapping
- Ensures all Autotask Tickets API fields are captured
This completes the Tickets entity to match the full Autotask API
specification and should resolve issues with missing ticket data.
Fixed field names to use proper camelCase from Autotask API instead of
snake_case. This should resolve the issue where assigned_resource_id
was NULL because the mapper was looking for incorrect field names.
Changed mappings:
- firstResponseDateTime (was first_response_date_time)
- resolutionPlanDateTime (was resolution_plan_date_time)
- resolvedDateTime (was resolved_date_time)
- firstResponseAssignedResourceID (was first_response_assigned_resource_id)
- firstResponseInitiatingResourceID (was first_response_initiating_resource_id)
- projectID, opportunityID, contractID, monitorID (were snake_case)
- All change approval and ticket fields converted to camelCase
- All service thermometer fields converted to camelCase
This fix should populate assigned_resource_id and other fields correctly
on the next ticket sync.
Autotask API returns string values like 'PRIMARY' for some integer
fields (e.g., emailTypeCode). Added safeInt() helper function to:
- Parse numeric values correctly
- Return null for non-numeric strings
- Handle null/undefined/empty values
This prevents database errors when syncing Resources with non-standard
field values from Autotask API.
Add comprehensive field support for Resources entity including:
- Name fields: middleInitial, namePrefix, nameSuffix
- Contact: emailAddress2, emailAddress3, homePhone
- Employment: accountingReferenceID, payrollType, internalCost
- System: emailTypeCode, numberFormat, timeFormat, dateFormat
- Demographics: gender
- Security: licenseType, securityLevel
- Location: defaultServiceDeskRoleID
Changes:
- Migration 015: Add new columns to resources table
- Updated entity mapper to map all Autotask Resource fields
- Expanded TypeScript Resource interface with all fields
- Maintains backward compatibility with existing field names
This ensures all data exposed by the Autotask Resources API is
now captured and stored in the database.
Fixed Autotask API errors for Billing Items and Time Entries during
incremental syncs by using the correct field names:
- Billing Items: Changed from 'createDate' to 'itemDate'
- Time Entries: Changed from 'lastModifiedDate' to 'dateWorked'
These field names match what's used in full sync filters and are
accepted by the Autotask API.
Errors fixed:
- 'Unable to find createDate in the BillingItem Entity'
- 'Unable to find lastModifiedDate in the TimeEntry Entity'
This allows incremental syncs to work properly for these entities.
- Add buildBillingItemsFilter() to provide required itemDate filter
BillingItems API requires a filter parameter and returns 500 error without it
- Add validation for task project_id foreign key references
Tasks with invalid project_id now have the field nullified instead of failing
- Add getValidProjectIds() method to fetch valid project IDs from database
Fixes:
- Billing Items: 'Value cannot be null. Parameter name: filters' error
- Tasks: 'violates foreign key constraint tasks_project_id_fkey' error
Both entities should now sync successfully.
- Add admin dashboard with sync controls and data browser
- Implement RMM, Auvik, and Addigy organization mappings
- Add chunked ticket sync with progress tracking
- Implement entity sync service with rate limiting
- Add analytics engine and performance optimizer
- Create data browser for all PSA entities
- Add navigation components and UI improvements
- Implement background processing and sync services
- Add comprehensive documentation and migration scripts
- Update configuration items with multi-system support
- Enhance contact management and purchase history
- Add issue type assignment and LLM analyzer
- Improve error handling and logging utilities
- Renamed project from PSA-Utils to Pulse
- Moved all app files from autotask-app/ to root
- Updated package.json name to 'pulse'
- Updated Docker container names to pulse-app and pulse-redis
- Updated Docker network name to pulse-network
