Commit graph

4 commits

Author SHA1 Message Date
c97e5fc45c feat: status popover + CSV export
Two follow-ons after the ⌘K palette:

StatusIndicator → Popover
- The top-bar status light is no longer a direct link to /status.
  Clicking it opens a popover with grouped issues (failing
  integrations, expired tokens, expiring tokens) so a quick glance
  answers "what's broken" without leaving the current page.  A "View
  full status" link at the bottom routes to /status when needed.
- The trigger keeps the same color rollup so the visual hint is
  visible without opening the popover.

DataTable → CSV export
- Optional `exportable` + `exportFilename` props add an "Export CSV"
  button next to the search bar.  Default behavior exports the current
  page; pass `onExportAll` for server-side full-result downloads.
- Built client-side from column defs (label → header, raw value →
  cell).  BOM-prefixed UTF-8 so Excel decodes correctly.  Quoting +
  escape handled.
- Enabled on /admin/data-browser/{companies,tickets} as initial demos.
  Other data-browser pages opt in by adding two props.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-03 10:20:27 -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
5f0fbb4734 feat: complete companies field sync — 4 missing columns + classification mapping
- Migration 060: add bill_to_company_location_id, impersonator_creator_resource_id,
  invoice_non_contract_items_to_parent_company, quote_email_message_id
- entity-mapper: mapCompany() now maps all 57 Autotask API fields incl. classification
- autotask.ts: Company interface expanded to cover all API fields
- data-browser/companies: add Classification column + sort to table;
  expand detail modal with classification, category, owner, territory, market_segment,
  parent_company, create_date
2026-03-27 12:22:53 -04:00
root
6eee14f8af Add comprehensive admin features and multi-system integration
- 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
2025-11-19 14:18:16 -05:00