More Shipstation integrations(warehouses)

.env.example

@@ -14,8 +14,17 @@ JIRA_URL=
 JIRA_EMAIL=
 # Create one at https://id.atlassian.com/manage-profile/security/api-tokens
 JIRA_API_TOKEN=
-# JQL used to pull "today's orders". Adjust to match how your team tags order tickets.
-JIRA_JQL=project = AR AND created >= startOfDay() ORDER BY created ASC
+# JQL used to pull orders. This is your real filter (23753)'s exact query,
+# used directly rather than "filter = 23753" so it doesn't depend on that
+# filter being shared/visible to whichever account the API token belongs
+# to. The 4-day lookback is your holiday/weekend carryover buffer; the
+# status restriction matches this app's ACTIVE_STATUSES/CANCELLED_STATUSES
+# below. Tickets that move to a status outside Created/Cancelled (e.g.
+# fulfilled) stop matching this query on their own - the app's re-check
+# mechanism (see README) is what still catches that transition by ticket
+# key regardless of status, so update this JQL and the status settings
+# together if either one ever changes.
+JIRA_JQL=project = "AR" AND created >= -4d AND (status = Created or status = Cancelled) ORDER BY created DESC, cf[10349] ASC
 # Deliverable/SKU-bearing custom fields, per company (comma-separated field IDs)
 JIRA_SIGNIFY_SKU_FIELDS=customfield_10573,customfield_10570
 JIRA_OAKSTREET_SKU_FIELDS=customfield_12790,customfield_13021
@@ -25,9 +34,6 @@ JIRA_FIELD_NAME=customfield_10662
 JIRA_FIELD_PHONE=customfield_10424
 JIRA_FIELD_EMAIL=customfield_10544
 JIRA_FIELD_ADDRESS1=customfield_10654
-# Best guess pending confirmation - both "Address 1" and "Address 2" were
-# listed with the same label, this assumes the second one is Address 2.
-# Verify via double-click -> raw payload on a ticket that has both filled in.
 JIRA_FIELD_ADDRESS2=customfield_10655
 JIRA_FIELD_CITY=customfield_10480
 JIRA_FIELD_STATE=customfield_10560
@@ -43,6 +49,10 @@ SHIPSTATION_API_KEY=
 # needs to know which store to put it in; pulling tracking numbers doesn't).
 SHIPSTATION_SIGNIFY_STORE_ID=se-221889
 SHIPSTATION_OAKSTREET_STORE_ID=se-367672
+# ShipStation needs to know where a package ships FROM. Find these in
+# ShipStation under Settings > Shipping > Warehouses/Ship From Locations.
+SHIPSTATION_SIGNIFY_WAREHOUSE_ID=se-180473
+SHIPSTATION_OAKSTREET_WAREHOUSE_ID=se-437417
 
 # --- Companies ---
 # SKU prefix -> company. Add more "PREFIX:Company" pairs as you add companies.
@@ -52,17 +62,20 @@ COMPANY_SKU_MAP=SH:Signify Health,OK:Oak Street Health
 TICKET_NUMBER_REGEX=\b[A-Z]{2,6}-\d{3,}\b
 
 # --- Status Tracking ---
-# Statuses where we stop re-checking a ticket on future imports (comma-separated).
-# Defaults to Cancelled + both fulfilled statuses below, since none of those
-# need to be re-checked once reached. Add more if your workflow gets other
-# terminal statuses later.
-JIRA_TERMINAL_STATUSES=Cancelled,Waiting For Return,Device Return Not Needed
-# Statuses that get highlighted red in the table and trigger a popup when a
-# ticket newly transitions into one (comma-separated).
+# Statuses that count as real active work - shown on the Active Orders tab
+# and re-checked on every import (comma-separated). Anything NOT in this
+# list and NOT in CANCELLED_STATUSES below is treated as done and shown on
+# the Done tab - including JIRA-side automation statuses this app was never
+# explicitly told about (e.g. "1st Contact Attempt"), since they aren't
+# "Created" or "Cancelled" either.
+ACTIVE_STATUSES=Created
+# Statuses that get their own Cancelled tab, highlighted red, and trigger a
+# popup when a ticket newly transitions into one (comma-separated).
 CANCELLED_STATUSES=Cancelled
 # The two statuses your team uses at end-of-day close-out, depending on
 # whether ShipStation's automation also generated a return label. Reaching
-# either one moves a ticket to the Done tab and out of the active view.
+# either one moves a ticket off Active Orders and into Done (since neither
+# is in ACTIVE_STATUSES or CANCELLED_STATUSES above).
 FULFILLED_STATUS_WITH_RETURN=Waiting For Return
 FULFILLED_STATUS_WITHOUT_RETURN=Device Return Not Needed
 # Daily intake cutoff (24h HH:MM). Tickets created after this time on their

.env.old

@@ -0,0 +1,48 @@
+# Copy this file to .env and fill in your values.
+# You can also edit these from within the app: Settings menu -> Edit Settings.
+
+# --- Database ---
+# Local (default): sqlite:///orders.db
+# Later, point at your MariaDB LXC, e.g.:
+# DB_URL=mysql+pymysql://user:[email protected]:3306/order_manager
+DB_URL='sqlite:///orders.db'
+
+# --- JIRA ---
+# Your Atlassian site, e.g. https://yourcompany.atlassian.net
+JIRA_URL='https://cvs-hcd.atlassian.net/rest/api/3/search/jql?'
+# The email address tied to your JIRA API token
+JIRA_EMAIL='[email protected]'
+# Create one at https://id.atlassian.com/manage-profile/security/api-tokens
+JIRA_API_TOKEN='ATATT3xFfGF0baKZJ4Zxj9BTPKzRSwn8HLnxSlpi9JPSPPL-dnDQOvCX_mMn23LtQJE4NCUAGG2IpOYQXdCgApHIFjc0m0lIzfSXgOzkY9NIy6v9OdxazihZXy1EKf9elSSmR52_YWIdGzsaZMoRf36zsXTDUb5GtWnZGVGxmx1mpx5UsK_wIyc=FE2DA56D'
+# JQL used to pull "today's orders". Adjust to match how your team tags order tickets.
+JIRA_JQL='project = AR AND created >= startOfDay() ORDER BY created ASC'
+# Deliverable/SKU-bearing custom fields, per company (comma-separated field IDs)
+JIRA_SIGNIFY_SKU_FIELDS='customfield_10573,customfield_10570'
+JIRA_OAKSTREET_SKU_FIELDS='customfield_12790,customfield_13021'
+
+# --- ShipStation (API V2) ---
+SHIPSTATION_API_KEY='xxuRcKlQi+BFla5fHbW0jDc6yqkFiZp/s1n2RKSRvVU'
+# Map each store to the company it belongs to (each has its own UPS account)
+SHIPSTATION_STORE_MAP='se-221889:Signify Health,se-367672:Oak Street Health'
+
+# --- Companies ---
+# SKU prefix -> company. Add more "PREFIX:Company" pairs as you add companies.
+COMPANY_SKU_MAP='SH:Signify Health,OK:Oak Street Health'
+# Pattern used to recognize the AR-###### ticket number inside ShipStation payloads
+TICKET_NUMBER_REGEX='\\b[A-Z]{2,6}-\\d{3,}\\b'
+JIRA_TERMINAL_STATUSES=''
+CANCELLED_STATUSES=''
+FULFILLED_STATUS_WITH_RETURN=''
+FULFILLED_STATUS_WITHOUT_RETURN=''
+JIRA_FIELD_NAME=''
+JIRA_FIELD_PHONE=''
+JIRA_FIELD_EMAIL=''
+JIRA_FIELD_ADDRESS1=''
+JIRA_FIELD_ADDRESS2=''
+JIRA_FIELD_CITY=''
+JIRA_FIELD_STATE=''
+JIRA_FIELD_ZIP=''
+JIRA_FIELD_NPI=''
+SHIPSTATION_SIGNIFY_STORE_ID='se-221889'
+SHIPSTATION_OAKSTREET_STORE_ID='se-367672'
+INTAKE_CUTOFF_TIME=''

README.md

@@ -41,43 +41,47 @@ There's no "source" filter because there's effectively one source.
 Orders are cached locally in SQLite (`orders.db`). Re-importing updates
 existing tickets rather than duplicating them.
 
-## Status tracking, matched to your actual workflow
+## Three tabs: Active, Cancelled, Done
 
-- **Cancellation** (`CANCELLED_STATUSES`, default `Cancelled`): you
-  cancel a ticket yourself when the SKU is wrong or the address doesn't
-  validate. Any order in this status is **highlighted red** in the
-  table, and a **popup fires** right after an import if a ticket just
-  transitioned into it (not one that was already cancelled).
-- **Fulfilled** (`FULFILLED_STATUS_WITH_RETURN` /
-  `FULFILLED_STATUS_WITHOUT_RETURN`, defaulting to `Waiting For Return`
-  / `Device Return Not Needed`): these are **highlighted green**. The
-  "Pull Tracking Numbers" action figures out which one applies per
-  ticket automatically, from whether ShipStation's automation also
-  generated a return label (see below) - so you know which status to
-  set without checking each one by hand.
-- **Carryover**: tickets you didn't close out same-day (rare, per what
-  you described) don't need anything special - they're just tickets
-  that haven't hit a terminal status yet (`JIRA_TERMINAL_STATUSES`,
-  default `Cancelled,Waiting For Return,Device Return Not Needed`).
-  Every JIRA import re-checks any such ticket regardless of when it was
-  created, so a carryover ticket stays "alive" and gets its status
-  change picked up whenever it happens, however many days later. The
-  Dashboard's Carryover count is just these tickets filtered to "created
-  before today."
+The tab a ticket shows up on is decided by an **allowlist**, not a list
+of every "finished" status:
 
-## The Done pile
+- **Active Orders**: status is in `ACTIVE_STATUSES` (default just
+  `Created`) - the only tickets that represent real work still to do.
+- **Cancelled**: status is in `CANCELLED_STATUSES` (default `Cancelled`)
+  - its own tab so it doesn't clutter Active, but still reviewable
+  anytime. Any transition into this status also triggers a **popup**
+  right after the import that caused it (not one that was already
+  cancelled).
+- **Done**: everything else, automatically. This is deliberate - rather
+  than maintaining a list of every status that means "finished"
+  (`Waiting For Return`, `Device Return Not Needed`, and whatever your
+  JIRA automation adds next, like `1st Contact Attempt`), only the
+  couple of statuses that mean "not done yet" are named. Anything that
+  isn't Created or Cancelled lands on Done with zero config changes
+  needed when your workflow adds another downstream status later.
 
-Once a ticket reaches either fulfilled status, it moves off the
-**Active Orders** tab and onto the **Done** tab automatically - the
-active view stays focused on what's still being worked. This is a
-filter, not a physical move: everything's still the same `orders`
-table, split by current status each time the view refreshes, so if a
-status ever changed back there'd be nothing to reconcile. Cancelled
-tickets stay on Active Orders (still need eyes on them) - only the two
-fulfilled statuses trigger the move. The Dashboard's "Active Orders"
-count and company breakdown only reflect what's still active;
-"Fulfilled Today" and "Arrived Past Cutoff Today" look at all of
-today's activity regardless of which tab something ended up on.
+This is a filter, not a physical move - it's the same `orders` table,
+split by current status every time the view refreshes, so nothing to
+reconcile if a status ever changes back.
+
+Within Done, the two fulfilled statuses (`FULFILLED_STATUS_WITH_RETURN`
+/ `FULFILLED_STATUS_WITHOUT_RETURN`, defaulting to `Waiting For Return`
+/ `Device Return Not Needed`) still get **highlighted green** and drive
+the "Fulfilled Today" dashboard count and `fulfilled_at` timestamp -
+they're the two statuses this app actually knows the meaning of, versus
+other done-statuses (like `1st Contact Attempt`) which land on Done but
+aren't otherwise tracked, per "it is considered done...unnecessary to
+be tracked for us."
+
+**Carryover**: tickets that didn't get closed out same-day don't need
+anything special - since `ACTIVE_STATUSES` defaults to just `Created`,
+every JIRA import re-checks any ticket still in that status regardless
+of when it was created, so it stays "alive" and its eventual status
+change gets picked up whenever it happens. The Dashboard's Carryover
+count is Active tickets created before today, plus today's tickets that
+arrived past the cutoff (see below) - both cases are known not to get
+done today, just at different points in the day.
 
 ## Intake cutoff tracking
 
@@ -153,14 +157,24 @@ account - check that ShipStation packed and priced an emergency-sent
 order the way a normal one would before relying on this in an actual
 emergency.
 
-A couple of things worth confirming once you've seen real data:
-- **Address 2**: two JIRA fields were both labeled "Address 1" when you
-  listed them (`customfield_10654` and `customfield_10655`) - this
-  assumes the second one is actually Address 2. Double-click a ticket
-  that has both filled in and check the Shipping Info section to confirm.
-- **Quantity**: always sent as `1` per line item today, since JIRA
-  doesn't currently give a per-deliverable quantity. Say the word if
-  that's ever not right.
+One thing worth knowing: **Quantity** is always sent as `1` per line
+item today, since JIRA doesn't currently give a per-deliverable
+quantity. Say the word if that's ever not right.
+
+## Keeping .env in sync as new settings get added
+
+`.env` is gitignored on purpose (it holds real credentials and field
+IDs), which means pulling new code never updates it automatically -
+new settings would otherwise sit silently blank until someone noticed
+a feature wasn't working (this is what caused an early version of the
+emergency-send feature to have no address data - the field IDs existed
+in `.env.example` but never made it into the real `.env`). Every
+startup now calls `config.sync_env_with_example()`, which adds any key
+present in `.env.example` but missing from `.env`, using the example's
+value as the default - without touching anything you've already set.
+Existing tickets in the local database still need a fresh **Import
+from JIRA** to pick up newly-added fields, though, since extraction
+only runs when a ticket is actually re-fetched.
 
 ## How company/SKU extraction works
 

app/config.py

@@ -64,6 +64,16 @@ SETTINGS_SCHEMA: Dict[str, tuple[str, str, bool]] = {
         "ShipStation",
         False,
     ),
+    "SHIPSTATION_SIGNIFY_WAREHOUSE_ID": (
+        "ShipStation Warehouse ID: Signify Health (ship-from location)",
+        "ShipStation",
+        False,
+    ),
+    "SHIPSTATION_OAKSTREET_WAREHOUSE_ID": (
+        "ShipStation Warehouse ID: Oak Street Health (ship-from location)",
+        "ShipStation",
+        False,
+    ),
 
     "COMPANY_SKU_MAP": (
         "SKU Prefix -> Company (e.g. SH:Signify Health,OK:Oak Street Health)",
@@ -76,13 +86,14 @@ SETTINGS_SCHEMA: Dict[str, tuple[str, str, bool]] = {
         False,
     ),
 
-    "JIRA_TERMINAL_STATUSES": (
-        "Statuses where we stop re-checking a ticket (comma-separated)",
+    "ACTIVE_STATUSES": (
+        "Statuses that count as real active work (comma-separated) - "
+        "everything else is treated as done",
         "Status Tracking",
         False,
     ),
     "CANCELLED_STATUSES": (
-        "Statuses treated as cancelled - highlighted + notified (comma-separated)",
+        "Statuses treated as cancelled - shown in their own tab (comma-separated)",
         "Status Tracking",
         False,
     ),
@@ -109,9 +120,7 @@ DEFAULT_TICKET_NUMBER_REGEX = r"\b[A-Z]{2,6}-\d{3,}\b"
 DEFAULT_FULFILLED_WITH_RETURN = "Waiting For Return"
 DEFAULT_FULFILLED_WITHOUT_RETURN = "Device Return Not Needed"
 DEFAULT_INTAKE_CUTOFF_TIME = "15:30"
-DEFAULT_TERMINAL_STATUSES = (
-    f"Cancelled,{DEFAULT_FULFILLED_WITH_RETURN},{DEFAULT_FULFILLED_WITHOUT_RETURN}"
-)
+DEFAULT_ACTIVE_STATUSES = "Created"
 DEFAULT_CANCELLED_STATUSES = "Cancelled"
 
 
@@ -126,6 +135,31 @@ def ensure_env_file_exists() -> None:
         ENV_PATH.touch()
 
 
+def sync_env_with_example() -> None:
+    """
+    Add any key present in .env.example but entirely missing from an
+    already-existing .env, using .env.example's value as the default -
+    without touching anything the user already has. .env is gitignored
+    on purpose (it holds real credentials/field IDs), which means it
+    never gets updated just by pulling new code - as new settings get
+    added over time, this is what keeps them from silently sitting blank
+    until someone notices a feature isn't working. Safe to call every
+    startup; a no-op once everything's already present.
+    """
+    ensure_env_file_exists()
+    example_path = PROJECT_ROOT / ".env.example"
+    if not example_path.exists():
+        return
+
+    example_values = dotenv_values(example_path)
+    current_values = dotenv_values(ENV_PATH)
+
+    for key, example_value in example_values.items():
+        if key not in current_values:
+            set_key(str(ENV_PATH), key, example_value or "")
+            os.environ[key] = example_value or ""
+
+
 def load_settings() -> Dict[str, str]:
     """Read current values from .env (does not touch os.environ)."""
     ensure_env_file_exists()

app/queries.py

@@ -17,11 +17,13 @@ from app.models import Order
 from app.status_rules import status_in
 
 
-def get_open_ticket_numbers(source: str, terminal_statuses: set[str]) -> List[str]:
+def get_open_ticket_numbers(source: str, active_statuses: set[str]) -> List[str]:
     """
-    Ticket numbers for a source that haven't reached a terminal status
-    yet - i.e. still worth re-fetching to catch status changes (like a
-    cancellation) even if the ticket wasn't created today.
+    Ticket numbers for a source that are still in an active status - i.e.
+    still worth re-fetching to catch a status change (a cancellation, a
+    fulfillment, or any other transition) even if the ticket wasn't
+    created today. Once a ticket leaves the active set, we stop
+    re-checking it - whatever it became, it's no longer "not done yet".
     """
     session = get_session()
     try:
@@ -37,5 +39,5 @@ def get_open_ticket_numbers(source: str, terminal_statuses: set[str]) -> List[st
     return [
         ticket_number
         for ticket_number, status in rows
-        if ticket_number and not status_in(status, terminal_statuses)
+        if ticket_number and status_in(status, active_statuses)
     ]

app/services/jira_service.py

@@ -19,7 +19,7 @@ from app import config
 from app.companies import parse_mapping, resolve_company_for_skus
 from app.queries import get_open_ticket_numbers
 from app.services.base import OrderService, NormalizedOrder
-from app.status_rules import parse_status_list
+from app.status_rules import get_active_statuses
 
 SEARCH_PAGE_SIZE = 50
 REQUEST_TIMEOUT_SECONDS = 30
@@ -75,11 +75,9 @@ class JiraService(OrderService):
             "npi": settings["JIRA_FIELD_NPI"].strip(),
         }
 
-        # Statuses at which we stop re-checking a ticket for changes -
-        # see fetch_orders() for why we re-check at all.
-        self.terminal_statuses = parse_status_list(
-            settings["JIRA_TERMINAL_STATUSES"] or config.DEFAULT_TERMINAL_STATUSES
-        )
+        # The one (or few) statuses that mean "still needs work" - see
+        # fetch_orders() for why we re-check tickets that are still active.
+        self.active_statuses = get_active_statuses()
 
     @staticmethod
     def _split_field_ids(raw: str) -> List[str]:
@@ -97,13 +95,13 @@ class JiraService(OrderService):
 
         # Your JQL (e.g. "created >= startOfDay()") only catches NEW
         # tickets. On its own, that would miss a ticket that gets
-        # cancelled a day or two after it was created, since it no
-        # longer matches "created today". So on top of your JQL, we
-        # also re-check every previously-imported JIRA ticket that
-        # hasn't reached a terminal status yet (JIRA_TERMINAL_STATUSES,
-        # default just "Cancelled") - that's how a later cancellation
-        # gets picked up.
-        recheck_keys = get_open_ticket_numbers("jira", self.terminal_statuses)
+        # cancelled - or reaches any other status - a day or two after
+        # it was created, since it no longer matches "created today". So
+        # on top of your JQL, we also re-check every previously-imported
+        # JIRA ticket that's still in an active status (ACTIVE_STATUSES,
+        # default just "Created") - that's how a later status change
+        # gets picked up, no matter what it changes to.
+        recheck_keys = get_open_ticket_numbers("jira", self.active_statuses)
         effective_jql = self._build_effective_jql(self.jql, recheck_keys)
 
         issues = self._search_all_issues(effective_jql)
@@ -118,11 +116,11 @@ class JiraService(OrderService):
         want to re-check, being careful to keep any ORDER BY clause at
         the very end (JQL requires it there).
 
-        Note: as the number of still-open tracked tickets grows, this
-        "key in (...)" list grows too. If that ever gets unwieldy, add
-        more statuses to JIRA_TERMINAL_STATUSES (e.g. "Done", once you
-        know your workflow's real terminal status names) so fulfilled
-        tickets stop being re-checked and drop out of this list.
+        Note: as the number of still-active tracked tickets grows, this
+        "key in (...)" list grows too. Since ACTIVE_STATUSES defaults to
+        just "Created", a ticket drops out of this list the moment it
+        moves to anything else, so this naturally stays bounded to
+        what's genuinely still unprocessed.
         """
         if not recheck_keys:
             return base_jql

app/services/shipstation_send.py

@@ -10,7 +10,11 @@ still have an option for CSV uploads"):
     row per line item, customer/address info repeated on each row.
   - send_order_to_shipstation_api(): calls ShipStation's V2 API
     directly (POST /v2/shipments with create_sales_order: true) to
-    create the order without leaving the app.
+    create the order without leaving the app. Needs a Warehouse ID per
+    company (SHIPSTATION_SIGNIFY_WAREHOUSE_ID /
+    SHIPSTATION_OAKSTREET_WAREHOUSE_ID) - ShipStation requires knowing
+    where the package ships FROM, either via a warehouse or an explicit
+    ship_from address; only the warehouse path is wired up today.
 
 IMPORTANT - please verify the first real send: ShipStation's docs say
 automation rules apply tags to orders "when they import based on any
@@ -134,6 +138,15 @@ def _store_id_for_company(company: str) -> str:
     return ""
 
 
+def _warehouse_id_for_company(company: str) -> str:
+    settings = config.load_settings()
+    if company == "Signify Health":
+        return settings.get("SHIPSTATION_SIGNIFY_WAREHOUSE_ID", "")
+    if company == "Oak Street Health":
+        return settings.get("SHIPSTATION_OAKSTREET_WAREHOUSE_ID", "")
+    return ""
+
+
 def send_order_to_shipstation_api(order: Order) -> dict:
     """
     Creates the order directly in ShipStation via POST /v2/shipments with
@@ -154,6 +167,19 @@ def send_order_to_shipstation_api(order: Order) -> dict:
             "Add it in Settings under ShipStation."
         )
 
+    # ShipStation needs to know where the package ships FROM - either a
+    # configured warehouse, or an explicit ship_from address. Only the
+    # warehouse path is wired up today; fail clearly here rather than
+    # sending an incomplete request and getting ShipStation's less
+    # actionable "ship_from is required when warehouse_id is not present".
+    warehouse_id = _warehouse_id_for_company(order.company)
+    if not warehouse_id:
+        raise ShipStationSendError(
+            f"No ShipStation Warehouse ID configured for '{order.company}'. "
+            "Add it in Settings under ShipStation - find it in ShipStation under "
+            "Settings > Shipping > Warehouses/Ship From Locations."
+        )
+
     info = order.shipping_info or {}
     if not (info.get("address1") and info.get("city") and info.get("state") and info.get("zip")):
         raise ShipStationSendError(
@@ -172,6 +198,7 @@ def send_order_to_shipstation_api(order: Order) -> dict:
             {
                 "create_sales_order": True,
                 "store_id": store_id,
+                "warehouse_id": warehouse_id,
                 "external_shipment_id": ticket_number,
                 "shipment_number": ticket_number,
                 "ship_to": {

app/status_rules.py

@@ -2,15 +2,27 @@
 Status matching helpers.
 
 Kept separate from companies.py because this is about order lifecycle
-state (cancelled, terminal-for-recheck-purposes, and later probably
-"fulfilled"/"shipped"/etc.) rather than company identity - a different
-axis of classification that will grow independently.
+state rather than company identity - a different axis of classification
+that grows independently.
+
+The model is deliberately an allowlist, not a denylist: ACTIVE_STATUSES
+is the small set of statuses that represent real work still to do
+(just "Created" by default). Anything NOT in ACTIVE_STATUSES or
+CANCELLED_STATUSES is treated as done, automatically - including
+statuses this app has never been told about by name (like a JIRA
+automation status such as "1st Contact Attempt" that fires after a
+ticket is already handled). That's on purpose: enumerating every
+possible "this means it's done" status would be a losing game as more
+JIRA-side automation gets added; only naming the couple of statuses
+that mean "not done yet" is far more robust.
 
 Matching is case-insensitive since JIRA and ShipStation don't
 necessarily agree on casing (e.g. "Cancelled" vs "cancelled").
 """
 from __future__ import annotations
 
+from app import config
+
 
 def parse_status_list(raw: str) -> set[str]:
     return {s.strip().lower() for s in (raw or "").split(",") if s.strip()}
@@ -20,6 +32,15 @@ def status_in(status: str | None, status_set: set[str]) -> bool:
     return (status or "").strip().lower() in status_set
 
 
+def get_active_statuses() -> set[str]:
+    """Statuses that mean real, unfinished work - default just 'Created'."""
+    return parse_status_list(config.get("ACTIVE_STATUSES", config.DEFAULT_ACTIVE_STATUSES))
+
+
+def get_cancelled_statuses() -> set[str]:
+    return parse_status_list(config.get("CANCELLED_STATUSES", config.DEFAULT_CANCELLED_STATUSES))
+
+
 def find_new_cancellations(status_changes: list[dict], cancelled_statuses: set[str]) -> list[dict]:
     """
     From a batch of status changes, return only the ones that just BECAME

app/ui/main_window.py

@@ -25,11 +25,10 @@ from PyQt6.QtWidgets import (
     QFileDialog,
 )
 
-from app import config
 from app.services import SERVICE_REGISTRY
 from app.services.odoo_export import export_orders_to_csv
 from app.services.shipstation_send import export_order_to_shipstation_csv
-from app.status_rules import parse_status_list, find_new_cancellations
+from app.status_rules import get_cancelled_statuses, find_new_cancellations
 from app.ui.settings_dialog import SettingsDialog
 from app.ui.widgets.orders_table import OrdersTableView
 from app.ui.widgets.dashboard import DashboardWidget
@@ -37,7 +36,7 @@ from app.ui.widgets.order_detail_dialog import OrderDetailDialog
 from app.workers import (
     FetchOrdersWorker,
     SendToShipStationWorker,
-    load_active_and_done_orders,
+    load_orders_by_view,
     get_dashboard_stats,
 )
 
@@ -65,10 +64,13 @@ class MainWindow(QMainWindow):
         self.dashboard = DashboardWidget()
         self.orders_table = OrdersTableView()
         self.orders_table.order_double_clicked.connect(self._on_order_double_clicked)
+        self.cancelled_table = OrdersTableView()
+        self.cancelled_table.order_double_clicked.connect(self._on_order_double_clicked)
         self.done_table = OrdersTableView()
         self.done_table.order_double_clicked.connect(self._on_order_double_clicked)
         self.tabs.addTab(self.dashboard, "Dashboard")
         self.tabs.addTab(self.orders_table, "Active Orders")
+        self.tabs.addTab(self.cancelled_table, "Cancelled")
         self.tabs.addTab(self.done_table, "Done")
         layout.addWidget(self.tabs)
 
@@ -91,13 +93,13 @@ class MainWindow(QMainWindow):
         toolbar.addSeparator()
 
         export_action = QAction("Export Visible Orders to Odoo CSV", self)
-        export_action.setToolTip("Exports from whichever of Active Orders / Done is open")
+        export_action.setToolTip("Exports from whichever tab is currently open")
         export_action.triggered.connect(self._on_export_clicked)
         toolbar.addAction(export_action)
 
         toolbar.addSeparator()
 
-        emergency_action = QAction("Send to ShipStation (Emergency)", self)
+        emergency_action = QAction("Send to ShipStation", self)
         emergency_action.setToolTip("Select a ticket in Active Orders first")
         emergency_action.triggered.connect(self._on_emergency_send_clicked)
         toolbar.addAction(emergency_action)
@@ -186,10 +188,7 @@ class MainWindow(QMainWindow):
         )
 
     def _notify_new_cancellations(self, status_changes: list) -> None:
-        cancelled_statuses = parse_status_list(
-            config.get("CANCELLED_STATUSES", config.DEFAULT_CANCELLED_STATUSES)
-        )
-        newly_cancelled = find_new_cancellations(status_changes, cancelled_statuses)
+        newly_cancelled = find_new_cancellations(status_changes, get_cancelled_statuses())
         if not newly_cancelled:
             return
 
@@ -217,7 +216,7 @@ class MainWindow(QMainWindow):
             QMessageBox.information(
                 self,
                 "Nothing to export",
-                "Switch to the Active Orders or Done tab first, then export.",
+                "Switch to Active Orders, Cancelled, or Done first, then export.",
             )
             return
 
@@ -333,13 +332,15 @@ class MainWindow(QMainWindow):
         )
 
     def _refresh_everything(self) -> None:
-        active_orders, done_orders = load_active_and_done_orders()
+        active_orders, cancelled_orders, done_orders = load_orders_by_view()
         self.orders_table.set_orders(active_orders)
+        self.cancelled_table.set_orders(cancelled_orders)
         self.done_table.set_orders(done_orders)
         self.dashboard.update_stats(get_dashboard_stats())
         if not hasattr(self, "_suppress_ready_status"):
             self.status_label.setText(
-                f"{len(active_orders)} active order(s), {len(done_orders)} done."
+                f"{len(active_orders)} active, {len(cancelled_orders)} cancelled, "
+                f"{len(done_orders)} done."
             )
 
 
@@ -351,7 +352,8 @@ class MainWindow(QMainWindow):
 #   _on_import_clicked, and it can eventually replace/augment odoo_export.py.
 # - Emailed-label SKU: these tickets won't get tracking numbers pulled via
 #   the normal ShipStation flow - once its handling is defined, it likely
-#   needs its own terminal status and its own "mark as sent" action here.
+#   needs its own status/action here so it doesn't get stuck in Active
+#   forever with nothing to trigger its move to Done.
 # - Pipeline actions ("mark fulfilled manually", "void a label"): add
 #   toolbar actions gated on table selection.
 # - If the window grows too much, split each tab's toolbar into its own

app/ui/settings_dialog.py

@@ -4,6 +4,12 @@ Settings dialog.
 Built dynamically from app.config.SETTINGS_SCHEMA, grouped by section
 (Database, JIRA, ...). When a new service adds settings to that
 schema, they show up here automatically - no UI changes needed.
+
+The number of settings has grown a lot, so the group content lives in
+a QScrollArea and the dialog's height is capped to the actual screen's
+available space - Save/Cancel stay outside the scroll area, pinned at
+the bottom, so they're always reachable no matter how tall the content
+gets or how small the screen is.
 """
 from __future__ import annotations
 
@@ -19,6 +25,9 @@ from PyQt6.QtWidgets import (
     QGroupBox,
     QLabel,
     QMessageBox,
+    QScrollArea,
+    QWidget,
+    QApplication,
 )
 
 from app import config
@@ -28,7 +37,6 @@ class SettingsDialog(QDialog):
     def __init__(self, parent=None):
         super().__init__(parent)
         self.setWindowTitle("Settings")
-        self.setMinimumWidth(480)
 
         self._fields: dict[str, QLineEdit] = {}
         current_values = config.load_settings()
@@ -38,11 +46,15 @@ class SettingsDialog(QDialog):
         for key, (label, group, is_secret) in config.SETTINGS_SCHEMA.items():
             groups[group].append((key, label, is_secret))
 
-        layout = QVBoxLayout(self)
-        layout.addWidget(
+        outer_layout = QVBoxLayout(self)
+        outer_layout.addWidget(
             QLabel("Changes are saved to your .env file and applied immediately.")
         )
 
+        # All the group boxes live inside a scrollable area, since the
+        # full list no longer reliably fits on smaller screens.
+        scroll_content = QWidget()
+        content_layout = QVBoxLayout(scroll_content)
         for group_name, entries in groups.items():
             box = QGroupBox(group_name)
             form = QFormLayout(box)
@@ -52,7 +64,13 @@ class SettingsDialog(QDialog):
                     field.setEchoMode(QLineEdit.EchoMode.Password)
                 form.addRow(label, field)
                 self._fields[key] = field
-            layout.addWidget(box)
+            content_layout.addWidget(box)
+        content_layout.addStretch()
+
+        scroll_area = QScrollArea()
+        scroll_area.setWidget(scroll_content)
+        scroll_area.setWidgetResizable(True)
+        outer_layout.addWidget(scroll_area, stretch=1)
 
         button_row = QHBoxLayout()
         save_button = QPushButton("Save")
@@ -62,7 +80,24 @@ class SettingsDialog(QDialog):
         button_row.addStretch()
         button_row.addWidget(cancel_button)
         button_row.addWidget(save_button)
-        layout.addLayout(button_row)
+        outer_layout.addLayout(button_row)
+
+        self._size_to_fit_screen()
+
+    def _size_to_fit_screen(self) -> None:
+        """Start at a comfortable size, but never taller/wider than the
+        actual screen has room for - whatever's left just scrolls."""
+        width, height = 560, 720
+
+        screen = self.screen() or QApplication.primaryScreen()
+        if screen is not None:
+            available = screen.availableGeometry()
+            # Leave a little breathing room so window chrome/taskbars don't
+            # push Save off-screen either.
+            height = min(height, available.height() - 80)
+            width = min(width, available.width() - 80)
+
+        self.resize(max(width, 400), max(height, 300))
 
     def _on_save(self) -> None:
         values = {key: field.text().strip() for key, field in self._fields.items()}

app/workers.py

@@ -14,12 +14,11 @@ from typing import List, Tuple, TypedDict
 from PyQt6.QtCore import QThread, pyqtSignal
 from sqlalchemy import select
 
-from app import config
 from app.database import get_session
 from app.models import Order
 from app.schedule import get_cutoff_time, is_past_cutoff
 from app.services.base import OrderService, NormalizedOrder
-from app.status_rules import parse_status_list, status_in
+from app.status_rules import get_active_statuses, get_cancelled_statuses, status_in
 from app.tracking import get_fulfilled_statuses
 
 
@@ -209,63 +208,68 @@ def load_all_orders() -> List[Order]:
         session.close()
 
 
-def split_active_and_done(orders: List[Order]) -> Tuple[List[Order], List[Order]]:
+def split_orders_by_view(orders: List[Order]) -> Tuple[List[Order], List[Order], List[Order]]:
     """
-    Active = still being worked (includes cancelled - those still need
-    eyes on them). Done = fulfilled (Waiting For Return / Device Return
-    Not Needed) - archived out of the working view on purpose, per how
-    the team wants to keep the active list focused on what's at hand.
+    Three tabs, allowlist-driven:
+      - Active: status is in ACTIVE_STATUSES (just "Created" by default) -
+        the only tickets that represent real work still to do.
+      - Cancelled: status is in CANCELLED_STATUSES - its own tab so it
+        doesn't clutter Active, but still reviewable on demand.
+      - Done: everything else. This deliberately doesn't enumerate every
+        "finished" status by name - a JIRA-side automation status like
+        "1st Contact Attempt" falls in here automatically just by not
+        being Created or Cancelled, with no code change needed when your
+        JIRA workflow adds another downstream status later.
     """
-    fulfilled_statuses = get_fulfilled_statuses()
-    active, done = [], []
+    active_statuses = get_active_statuses()
+    cancelled_statuses = get_cancelled_statuses()
+    active, cancelled, done = [], [], []
     for order in orders:
-        (done if status_in(order.status, fulfilled_statuses) else active).append(order)
-    return active, done
+        if status_in(order.status, active_statuses):
+            active.append(order)
+        elif status_in(order.status, cancelled_statuses):
+            cancelled.append(order)
+        else:
+            done.append(order)
+    return active, cancelled, done
 
 
-def load_active_and_done_orders() -> Tuple[List[Order], List[Order]]:
-    return split_active_and_done(load_all_orders())
+def load_orders_by_view() -> Tuple[List[Order], List[Order], List[Order]]:
+    return split_orders_by_view(load_all_orders())
 
 
 def get_dashboard_stats() -> dict:
     """
     Counts for the dashboard. "Active Orders" and the company breakdown
-    reflect only the active workload (fulfilled tickets have moved to
-    the Done pile and don't clutter this). Fulfilled-today and
-    past-cutoff-today look across ALL of today's tickets regardless of
-    which pile they're in now, since both are about what happened today.
+    reflect only the Active tab (status in ACTIVE_STATUSES) - the actual
+    at-hand workload. Cancelled counts the Cancelled tab. Fulfilled-today
+    and past-cutoff-today look across ALL of today's tickets regardless
+    of which tab they ended up in, since both are about what happened
+    today specifically.
 
-    Carryover counts any still-open ticket that's already known to spill
+    Carryover counts any Active ticket that's already known to spill
     into tomorrow - either it's genuinely left over from a prior day, or
     it arrived today but after the cutoff (same effect, just known a day
-    earlier).
+    earlier). Since we're only looking at the Active bucket, every
+    ticket here is by definition still unresolved - no separate "is it
+    still open" check needed.
     """
     orders = load_all_orders()
-    active_orders, _done_orders = split_active_and_done(orders)
+    active_orders, cancelled_orders, _done_orders = split_orders_by_view(orders)
 
-    cancelled_statuses = parse_status_list(
-        config.get("CANCELLED_STATUSES", config.DEFAULT_CANCELLED_STATUSES)
-    )
-    terminal_statuses = parse_status_list(
-        config.get("JIRA_TERMINAL_STATUSES", config.DEFAULT_TERMINAL_STATUSES)
-    )
     cutoff = get_cutoff_time()
     today = dt.date.today()
 
     by_company: dict[str, int] = {}
-    cancelled_count = 0
     carryover_count = 0
     tracking_received_count = 0
 
     for order in active_orders:
         by_company[order.company] = by_company.get(order.company, 0) + 1
 
-        if status_in(order.status, cancelled_statuses):
-            cancelled_count += 1
         if order.tracking_numbers:
             tracking_received_count += 1
 
-        still_open = not status_in(order.status, terminal_statuses)
         created_before_today = bool(
             order.source_created_at and order.source_created_at.date() < today
         )
@@ -277,7 +281,7 @@ def get_dashboard_stats() -> dict:
             and order.source_created_at.date() == today
             and is_past_cutoff(order.source_created_at, cutoff)
         )
-        if still_open and (created_before_today or arrived_past_cutoff_today):
+        if created_before_today or arrived_past_cutoff_today:
             carryover_count += 1
 
     fulfilled_today_count = sum(
@@ -294,7 +298,7 @@ def get_dashboard_stats() -> dict:
     return {
         "total": len(active_orders),
         "by_company": by_company,
-        "cancelled_count": cancelled_count,
+        "cancelled_count": len(cancelled_orders),
         "carryover_count": carryover_count,
         "tracking_received_count": tracking_received_count,
         "fulfilled_today_count": fulfilled_today_count,

main.py

@@ -11,7 +11,7 @@ from app.ui.main_window import MainWindow
 
 
 def main() -> int:
-    config.ensure_env_file_exists()
+    config.sync_env_with_example()
     init_db()
 
     app = QApplication(sys.argv)