fix(tickets): status filter dropdown and CW resource assignment

- Status filter: aggregate statuses across all boards (deduped by name)
  when no board is selected. Backend accepts status_name and filters by
  status/name so the same status matches across boards.
- Resource assignment: CW has no /service/tickets/{id}/members endpoint —
  assignees live in the ticket's comma-separated `resources` string field.
  Rewrote list/add/remove to read/PATCH that field via member identifier.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

backend/app/api/endpoints/integrations.py

@@ -389,6 +389,7 @@ async def search_tickets(
     query: str = "",
     board_id: int | None = None,
     status_id: int | None = None,
+    status_name: str | None = None,
     include_closed: bool = False,
     assigned_to_me: bool = False,
     unassigned: bool = False,
@@ -448,6 +449,7 @@ async def search_tickets(
             query,
             board_id=board_id,
             status_id=status_id,
+            status_name=status_name,
             include_closed=include_closed,
             member_identifier=member_identifier,
             unassigned=unassigned,

backend/app/services/psa/connectwise/provider.py

@@ -7,6 +7,7 @@ from datetime import datetime, timezone
 
 from app.services.psa.base import PSAProvider
 from app.services.psa.cache import psa_cache
+from app.services.psa.exceptions import PSAError
 from app.services.psa.types import (
     ConnectionTestResult,
     PSATicket,
@@ -81,6 +82,9 @@ class ConnectWiseProvider(PSAProvider):
             conditions.append(f"board/id = {filters['board_id']}")
         if filters.get("status_id"):
             conditions.append(f"status/id = {filters['status_id']}")
+        elif filters.get("status_name"):
+            safe_status = str(filters["status_name"]).replace("'", "")
+            conditions.append(f"status/name = '{safe_status}'")
         if not filters.get("include_closed", False):
             conditions.append("closedFlag = false")
         if filters.get("member_identifier") is not None:
@@ -627,44 +631,81 @@ class ConnectWiseProvider(PSAProvider):
 
     # ── Resource management ───────────────────────────────────────────
 
+    async def _get_ticket_resource_identifiers(self, ticket_id: int) -> list[str]:
+        """Fetch the ticket's `resources` field (comma-separated identifiers)."""
+        data = await self.client.get(
+            f"/service/tickets/{ticket_id}",
+            params={"fields": "id,resources"},
+        )
+        raw = data.get("resources") if isinstance(data, dict) else None
+        if not raw:
+            return []
+        return [p.strip() for p in str(raw).split(",") if p.strip()]
+
     async def list_resources(self, ticket_id: int) -> list[PSAResource]:
-        """List members assigned to a CW ticket."""
+        """List members assigned to a CW ticket via the `resources` string field."""
-        data = await self.client.get(f"/service/tickets/{ticket_id}/members")
+        identifiers = await self._get_ticket_resource_identifiers(ticket_id)
-        results = []
+        if not identifiers:
-        for m in (data if isinstance(data, list) else []):
+            return []
-            member = m.get("member") or {}
+        members = await self.list_members()
-            results.append(PSAResource(
+        by_identifier = {m.identifier: m for m in members if m.identifier}
-                member_id=member.get("id", 0),
+        results: list[PSAResource] = []
-                member_name=member.get("name", ""),
+        for ident in identifiers:
-                member_identifier=member.get("identifier", ""),
+            m = by_identifier.get(ident)
-            ))
+            if m:
+                results.append(PSAResource(
+                    member_id=int(m.id),
+                    member_name=m.name,
+                    member_identifier=m.identifier,
+                ))
+            else:
+                # Unknown identifier — surface it so the UI doesn't silently drop it
+                results.append(PSAResource(
+                    member_id=0,
+                    member_name=ident,
+                    member_identifier=ident,
+                ))
         return results
 
     async def add_resource(self, ticket_id: int, member_id: int) -> PSAResource:
-        """Assign a member to a CW ticket."""
+        """Assign a member to a CW ticket by updating the ticket's `resources` field."""
-        data = await self.client.post(
+        members = await self.list_members()
-            f"/service/tickets/{ticket_id}/members",
+        target = next((m for m in members if str(m.id) == str(member_id)), None)
-            json_body={"member": {"id": member_id}},
+        if target is None or not target.identifier:
+            raise PSAError(f"Member {member_id} not found or has no identifier")
+
+        current = await self._get_ticket_resource_identifiers(ticket_id)
+        if target.identifier not in current:
+            current.append(target.identifier)
+        new_value = ",".join(current)
+
+        await self.client.patch(
+            f"/service/tickets/{ticket_id}",
+            json_body=[{"op": "replace", "path": "resources", "value": new_value}],
         )
-        member = (data.get("member") or {}) if isinstance(data, dict) else {}
         return PSAResource(
-            member_id=member.get("id", member_id),
+            member_id=int(target.id),
-            member_name=member.get("name", ""),
+            member_name=target.name,
-            member_identifier=member.get("identifier", ""),
+            member_identifier=target.identifier,
         )
 
     async def remove_resource(self, ticket_id: int, member_id: int) -> None:
-        """Remove a member from a CW ticket (idempotent)."""
+        """Remove a member from a CW ticket by updating the `resources` field (idempotent)."""
-        # CW DELETE requires the member record id (junction record), not the member's id
+        members = await self.list_members()
-        members_data = await self.client.get(f"/service/tickets/{ticket_id}/members")
+        target = next((m for m in members if str(m.id) == str(member_id)), None)
-        record_id = None
+        if target is None or not target.identifier:
-        for m in (members_data if isinstance(members_data, list) else []):
+            return  # Unknown member — treat as idempotent
-            if (m.get("member") or {}).get("id") == member_id:
+
-                record_id = m.get("id")
+        current = await self._get_ticket_resource_identifiers(ticket_id)
-                break
+        if target.identifier not in current:
-        if record_id is None:
             return  # Already not assigned — idempotent
-        await self.client.delete(f"/service/tickets/{ticket_id}/members/{record_id}")
+        new_list = [i for i in current if i != target.identifier]
+        new_value = ",".join(new_list)
+
+        await self.client.patch(
+            f"/service/tickets/{ticket_id}",
+            json_body=[{"op": "replace", "path": "resources", "value": new_value}],
+        )
 
     # ── Ticket creation ───────────────────────────────────────────────
 

frontend/src/api/tickets.ts

@@ -35,6 +35,7 @@ export const ticketsApi = {
     query?: string
     board_id?: number | null
     status_id?: number | null
+    status_name?: string | null
     include_closed?: boolean
     assigned_to_me?: boolean
     unassigned?: boolean

frontend/src/pages/TicketsPage.tsx

@@ -55,25 +55,49 @@ export default function TicketsPage() {
       .catch(() => {})
   }, [])
 
-  // Load statuses when board changes
+  // Load statuses when board changes. If no board is selected, aggregate statuses
+  // across all boards (deduped by name) so the filter is useful before the user
+  // picks a board.
   useEffect(() => {
+    let cancelled = false
     if (filters.board_id) {
       integrationsApi.getBoardStatuses(filters.board_id)
-        .then(setStatuses).catch(() => {})
+        .then(s => { if (!cancelled) setStatuses(s) })
+        .catch(() => { if (!cancelled) setStatuses([]) })
+    } else if (boards.length > 0) {
+      Promise.all(boards.map(b =>
+        integrationsApi.getBoardStatuses(b.id).catch(() => [] as PSATicketStatusItem[])
+      ))
+        .then(lists => {
+          if (cancelled) return
+          const byName = new Map<string, PSATicketStatusItem>()
+          lists.flat().forEach(s => {
+            if (!byName.has(s.name)) byName.set(s.name, s)
+          })
+          setStatuses(Array.from(byName.values()).sort((a, b) => a.name.localeCompare(b.name)))
+        })
+        .catch(() => { if (!cancelled) setStatuses([]) })
     } else {
       setStatuses([])
     }
-  }, [filters.board_id])
+    return () => { cancelled = true }
+  }, [filters.board_id, boards])
 
   // Fetch tickets on filter/page change
   const fetchTickets = useCallback(async () => {
     setLoading(true)
     setPsaError(null)
     try {
+      // When no board is selected, statuses are aggregated across boards — filter by
+      // name instead of id so we match the same status across every board.
+      const selectedStatusName = filters.status_id
+        ? statuses.find(s => s.id === filters.status_id)?.name
+        : undefined
       const result = await ticketsApi.searchTickets({
         query: filters.search || undefined,
         board_id: filters.board_id ?? undefined,
-        status_id: filters.status_id ?? undefined,
+        status_id: filters.board_id && filters.status_id ? filters.status_id : undefined,
+        status_name: !filters.board_id && selectedStatusName ? selectedStatusName : undefined,
         include_closed: filters.include_closed,
         assigned_to_me: filters.assigned === 'me',
         unassigned: filters.assigned === 'unassigned',
@@ -111,7 +135,7 @@ export default function TicketsPage() {
       setLoading(false)
     }
   }, [filters.search, filters.board_id, filters.status_id, filters.include_closed,
-      filters.assigned, filters.priority, filters.company_id, page])
+      filters.assigned, filters.priority, filters.company_id, page, statuses])
 
   useEffect(() => { fetchTickets() }, [fetchTickets])