Commit graph

11 commits

Author SHA1 Message Date
07067bef19 feat: Display Settings UI + Company Category/Type sync
- 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
2026-04-06 09:03:19 -04:00
a98c0daf15 feat: classification labels in data browser + kiosk recurring revenue filter
- data-browser/companies: resolve classification picklist IDs to labels in
  table column and detail modal; also added to DetailModal COMPANY_GROUPS
- DetailModal: add 'classification' FieldType with color-coded badge map
- kiosk stats + activity: switch from label-based exclusion to ID-based
  allowlist (included_classifications). Only shows companies with
  classification IN (15,16,17,18,203,205,206,207,202,5,12)
  = managed service / recurring revenue tiers only
2026-03-30 14:56:02 -04:00
b98c67482a feat: QuickBooks Online integration
- Add QBO OAuth2 client with token refresh (lib/services/qbo-client.ts)
- Add QBO sync service for invoices, payments, deposits, purchases, journal entries, reports (lib/services/qbo-sync-service.ts)
- Add QBO types (lib/types/qbo.ts)
- Add API routes: /api/qbo/auth, /api/qbo/sync, /api/qbo/disconnect
- Add /admin/qbo status and sync management page
- Add legal pages: /legal/eula, /legal/privacy (Intuit app assessment)
- Add QBO nav link under Admin
- Fix reports: remove invalid summarize_column_by, add accounting_method from Preferences API, add showrows=all&showcols=all
- Add CashFlow report type alongside P&L and BalanceSheet
- Add NoReportData check to skip empty report months
- Add intuit_tid capture in error messages
- Add redirect: follow for cluster routing
- Migration 051: qbo_tokens, qbo_invoices, qbo_payments, qbo_deposits, qbo_transactions, qbo_reports tables

Also includes earlier work:
- Ping flap suppression pipeline step
- Ticket digest reports with LLM analysis
- Zabbix WAN monitor and gap analysis
- Kiosk is_deleted filter fixes
- Datto RMM ping target enrichment
- Entity sync soft-delete detection
2026-03-17 07:39:55 -04:00
3c13defacb feat: kiosk UI updates - new cards, gauge chart, performance improvements
- Updated kiosk stats API with expanded metrics
- New components: company-tickets-card, gauge-chart, service-desk-card, ticket-leaders-card
- Updated cycling-display, kpi-card, and ticker components
- Added performance.css for kiosk optimizations
- Added Wulf logo asset
2026-02-19 15:31:23 -05:00
9940c20379 fix: parse excluded_classifications as array and handle companies API response
- Fixed settings API to parse excluded_classifications as array
- Fixed companies API response handling (returns {companies: []} not array)
- Resolves TypeError: excluded_classifications.filter is not a function
- Resolves TypeError: s.sort is not a function
2026-02-03 09:20:50 -05:00
root
1d99a8f659 feat: add classification-based filtering and fix company name display
- Added classification column to companies table
- Created excluded_classifications setting (default: Tools Only)
- Updated kiosk stats and activity APIs to filter by classification
- Added comprehensive classification filtering UI with checkboxes
- Support for common classifications (Tools Only, Wulff Consulting Client, Customer)
- Allow custom classification entry
- Fixed company name display in settings (convert string IDs properly)
- Classification filtering works alongside company ID exclusions
2026-02-03 09:17:07 -05:00
root
26bfd503f1 feat: add kiosk settings UI and co-managed client filtering
- Created kiosk_settings table for configuration storage
- Added API endpoints for kiosk settings (GET/POST)
- Filter out co-managed clients (configurable company exclusions)
- Built comprehensive settings UI at /kiosk/settings
- Allow excluding specific companies from kiosk display
- Configurable cycle interval, refresh interval, and RMM alert toggle
- Updated dashboard link to point to settings page
- Applied company exclusion filter to all ticket queries and activity feed
- Default excludes Thrasher Group (ID: 29861361)
2026-02-03 08:32:42 -05:00
root
724791121a feat: add top 3 tickets display on kiosk KPI cards
- Show company name and ticket title for top 3 tickets per category
- Critical tickets sorted by priority then create date
- Waiting tickets sorted by oldest activity
- Stale tickets sorted by oldest activity
- Overdue tickets sorted by most overdue
- Closed tickets sorted by most recent
- Adjusted card layout to accommodate ticket list
2026-02-03 08:25:27 -05:00
root
1d1b4d2a71 fix: exclude RMM alert tickets (source=8) from kiosk stats - show only human-generated tickets 2026-02-03 07:02:47 -05:00
root
2ebf8e6732 fix: correct time_entries column name from date_worked to entry_date 2026-02-02 23:48:17 -05:00
root
20a0785ec3 feat: add executive kiosk dashboard for TV display
- Created /kiosk route with full-screen display
- Added API endpoints for stats and activity feed
- Built cycling KPI display with 12 metrics
- Added scrolling ticker for ticket activity
- Implemented UI-configurable cycle interval (3-15s, default 7s)
- Focus on critical tickets and business metrics
- Added navigation link from dashboard
- Dark theme optimized for TV viewing
2026-02-02 23:36:35 -05:00