6eee14f8af
- 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
121 lines
4.3 KiB
Markdown
121 lines
4.3 KiB
Markdown
# Auvik Tenant Mapping
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## Overview
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The Auvik Tenant Mapping feature allows administrators to manually map Auvik tenants to Autotask companies. This ensures accurate device matching when company names don't align between systems.
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## Features
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### 1. **Tenant Mapping Page** (`/auvik-mappings`)
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- View all Auvik tenants (mapped and unmapped)
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- Map tenants to Autotask companies via dropdown selection
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- Search and filter tenants by status
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- Real-time statistics dashboard
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- Save/delete mappings with immediate feedback
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### 2. **Database Storage**
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- Mappings stored in `auvik_tenant_mappings` table
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- Unique constraint on `auvik_tenant_id` (one tenant = one company)
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- Automatic timestamp tracking (created_at, updated_at)
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- Indexed for fast lookups
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### 3. **API Endpoints**
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#### GET `/api/auvik/tenant-mappings`
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Fetch all tenant mappings
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- Query param: `includeUnmapped=true` - includes unmapped tenants from Auvik API
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- Returns: `{ mappings: AuvikTenantMapping[], totalMapped: number, totalUnmapped: number }`
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#### POST `/api/auvik/tenant-mappings`
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Create or update a tenant mapping
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- Body: `{ auvikTenantId, auvikTenantName, autotaskCompanyId, autotaskCompanyName }`
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- Returns: `{ mapping: AuvikTenantMapping }`
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#### DELETE `/api/auvik/tenant-mappings?id={id}`
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Delete a tenant mapping
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- Query param: `id` - mapping ID to delete
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- Returns: `{ success: true }`
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### 4. **Integration with Device Matching**
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The Auvik client now prioritizes database mappings over fuzzy matching:
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1. **Primary**: Check database for explicit company ID → tenant mapping
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2. **Fallback**: Use fuzzy name matching (existing logic)
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This ensures:
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- Accurate matching even when names differ significantly
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- User control over tenant associations
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- No breaking changes to existing functionality
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## Usage
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### Step 1: Access the Mapping Page
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Navigate to: `https://pulse.wulfconsulting.cloud/auvik-mappings`
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### Step 2: Map Tenants
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1. Find an unmapped tenant (orange badge)
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2. Click the dropdown in the "Autotask Company" column
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3. Select the corresponding company
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4. Click "Save"
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### Step 3: Verify
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- The status badge changes to green "Mapped"
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- Stats update automatically
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- Configuration items page will now use this mapping
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### Step 4: View Devices
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Go to `/configuration-items`, select the mapped company, and see Auvik devices appear in the Auvik column and tab.
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## Database Schema
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```sql
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CREATE TABLE auvik_tenant_mappings (
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id SERIAL PRIMARY KEY,
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auvik_tenant_id VARCHAR(255) NOT NULL UNIQUE,
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auvik_tenant_name VARCHAR(255) NOT NULL,
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autotask_company_id INTEGER NOT NULL,
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autotask_company_name VARCHAR(255) NOT NULL,
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created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
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updated_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP
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);
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```
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## Migration Applied
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- **File**: `migrations/009_create_auvik_tenant_mappings.sql`
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- **Status**: ✅ Applied to database
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- **Command**: `docker exec pulse-postgres psql -U pulse_user -d pulse_autotask -f /docker-entrypoint-initdb.d/009_create_auvik_tenant_mappings.sql`
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## Files Created/Modified
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### New Files
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- `/app/auvik-mappings/page.tsx` - Main mapping UI
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- `/app/api/auvik/tenant-mappings/route.ts` - API endpoints
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- `/migrations/009_create_auvik_tenant_mappings.sql` - Database schema
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- `/lib/types/auvik.ts` - Added `AuvikTenantMapping` interface
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### Modified Files
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- `/lib/services/auvik-client.ts` - Added `findTenantByCompanyId()` method
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- `/docker-compose.yml` - Added Auvik environment variables
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## Next Steps
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1. **Add Navigation Link**: Add a link to `/auvik-mappings` in the main navigation menu
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2. **Enhance Toast**: Replace simple alert-based toast with a proper toast component library
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3. **Bulk Import**: Add ability to import mappings from CSV
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4. **Auto-Suggest**: Add AI-powered suggestions for likely company matches based on name similarity
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5. **Audit Log**: Track who created/modified mappings and when
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## Troubleshooting
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### No Tenants Showing
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- Check Auvik API credentials in `.env.local`
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- Verify Auvik client initialization in logs: `docker logs pulse-app | grep -i auvik`
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### Mapping Not Working
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- Verify database migration was applied
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- Check API endpoint response: `curl http://localhost:3100/api/auvik/tenant-mappings`
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- Review console logs for errors
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### Companies Not Loading
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- Ensure Autotask API is accessible
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- Check `/api/companies` endpoint returns data
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