README.md

OutlookCaseHelper/README.md

@@ -0,0 +1,190 @@
+# Outlook Case Helper
+
+A Windows system tray application that automatically organizes Outlook emails by TrackingID into folders.
+
+---
+
+## Requirements
+
+- Windows 10/11
+- Microsoft Outlook (classic) installed and configured
+- .NET 8.0 Runtime
+
+---
+
+## Installation
+
+1. Run `OutlookCaseHelperSetup.msi`
+2. Follow the installation wizard
+3. Launch the app from the Start Menu — **Outlook Case Helper**
+4. The app runs in the system tray (bottom-right corner of the taskbar)
+
+---
+
+## How It Works
+
+The app monitors your Outlook Inbox and Sent folders in real time. When an email arrives or is sent with a subject containing `TrackingID#<number>`, it is automatically moved to the corresponding folder under:
+
+```
+Inbox > Cases > Active > <folder name>
+```
+
+When a case is closed, the folder is moved to:
+
+```
+Inbox > Cases > Closed > <folder name>
+```
+
+---
+
+## Features
+
+### Create Rule (Selected Email)
+Right-click the tray icon → **Create Rule (Selected Email)**
+
+- Select an email in Outlook first
+- The app reads the `TrackingID#` from the subject automatically
+- Optionally add a name to the folder (e.g. `123456 | Client Name`)
+- All existing emails with that TrackingID are moved immediately
+- Future emails are moved automatically in real time
+
+> If the case already exists in **Closed**, it is moved back to **Active** automatically — no new folder is created.
+
+---
+
+### Create Rule (Manual ID)
+Right-click the tray icon → **Create Rule (Manual ID)**
+
+- Manually type a TrackingID number
+- Optionally add a name to the folder
+- Searches and moves all matching emails from Inbox and Sent
+
+---
+
+### Remove Rule (Selected Email)
+Right-click the tray icon → **Remove Rule (Selected Email)**
+
+- Select an email in Outlook first
+- The app reads the TrackingID and removes the active rule
+- The folder is moved from **Active** to **Closed**
+- Monitoring stops for that TrackingID
+
+---
+
+### Remove Rule (Manual ID)
+Right-click the tray icon → **Remove Rule (Manual ID)**
+
+- Manually type a TrackingID number to remove
+- Same behavior as above
+
+---
+
+### Run All Rules Now
+Right-click the tray icon → **Run All Rules Now**
+
+- Scans all folders in the mailbox
+- Moves any emails matching active rules to the correct folders
+- Useful after the app was closed for a period
+
+---
+
+### Settings
+Right-click the tray icon → **Settings**
+
+Configure keyboard shortcuts:
+
+| Action | Default Shortcut |
+|---|---|
+| Create Rule | Alt + 1 |
+| Remove Rule | Alt + 2 |
+
+Modifiers available: **Alt**, **Ctrl**, **Shift**  
+Keys available: F1–F12, 0–9, A–Z
+
+Also available in Settings:
+- **View Rules File** — opens `active_rules.json` in Notepad
+- **Reload Rules** — reloads rules from file without restarting the app
+
+---
+
+### Start with Windows
+Right-click the tray icon → **Start with Windows**
+
+- Toggle whether the app starts automatically when Windows starts
+- Checkmark indicates current state
+
+---
+
+## Folder Structure
+
+```
+Inbox
+└── Cases
+    ├── Active
+    │   ├── 123456 | Client Name
+    │   └── 789012
+    └── Closed
+        └── 654321 | Old Case
+```
+
+---
+
+## Rules File
+
+Rules are stored at:
+```
+C:\Users\<username>\AppData\Roaming\OutlookCaseHelper\active_rules.json
+```
+
+You can edit this file manually in Notepad (via Settings → View Rules File) and reload without restarting.
+
+---
+
+## Email Subject Format
+
+The app looks for emails with subjects containing:
+```
+TrackingID#<number>
+```
+
+Examples:
+- `Case update - TrackingID#1234567890`
+- `Re: Support ticket TrackingID#9876543210123456`
+
+The number can be any length. Everything before `TrackingID#` is ignored.
+
+---
+
+## Limitations
+
+- **Classic Outlook only** — does not work with New Outlook (web-based). New Outlook support via Microsoft Graph API is planned.
+- **Single mailbox** — monitors only the primary Outlook account. Shared mailboxes are not supported.
+- **Outlook must be open** — the app connects to a running Outlook instance. If Outlook is closed, rules are saved but monitoring pauses until Outlook is opened again.
+- **Subject matching only** — rules are matched by subject line. Emails without `TrackingID#` in the subject are ignored.
+- **No undo** — moving folders to Closed or Active cannot be undone through the app. Use Outlook directly to move folders manually if needed.
+- **Manual file editing** — if you edit `active_rules.json` manually, use **Reload Rules** in Settings or restart the app for changes to take effect.
+- **Case sensitivity** — `TrackingID#` is case-sensitive. `trackingid#` or `TRACKINGID#` will not be matched.
+
+---
+
+## Keyboard Shortcuts
+
+Shortcuts work globally — even when Outlook is in focus.
+
+| Shortcut | Action |
+|---|---|
+| Alt + 1 (default) | Create Rule from selected email |
+| Alt + 2 (default) | Remove Rule from selected email |
+
+Shortcuts can be changed in **Settings**.
+
+---
+
+## Uninstall
+
+Go to **Control Panel → Programs → Uninstall a program** → select **Outlook Case Helper** → Uninstall.
+
+Rules and settings stored in `AppData` are not removed automatically. Delete the folder manually if needed:
+```
+C:\Users\<username>\AppData\Roaming\OutlookCaseHelper\
+```

OutlookCaseManager.sln

@@ -9,7 +9,7 @@ Project("{2150E333-8FDC-42A3-9474-1A3956D46DE8}") = "Solution Items", "Solution
 	ProjectSection(SolutionItems) = preProject
 		App.config = App.config
 		OutlookCaseHelper\bin\Debug\net8.0-windows\casenew.ico = OutlookCaseHelper\bin\Debug\net8.0-windows\casenew.ico
-		..\..\..\Downloads\README.md = ..\..\..\Downloads\README.md
+		README.md = README.md
 	EndProjectSection
 EndProject
 Project("{54435603-DBB4-11D2-8724-00A0C9A8B90C}") = "OutlookCaseHelperSetup", "OutlookCaseHelperSetup\OutlookCaseHelperSetup.vdproj", "{45984EC3-3682-760C-C1F0-4987692FB84A}"

README.md

@@ -0,0 +1,190 @@
+# Outlook Case Helper
+
+A Windows system tray application that automatically organizes Outlook emails by TrackingID into folders.
+
+---
+
+## Requirements
+
+- Windows 10/11
+- Microsoft Outlook (classic) installed and configured
+- .NET 8.0 Runtime
+
+---
+
+## Installation
+
+1. Run `OutlookCaseHelperSetup.msi`
+2. Follow the installation wizard
+3. Launch the app from the Start Menu — **Outlook Case Helper**
+4. The app runs in the system tray (bottom-right corner of the taskbar)
+
+---
+
+## How It Works
+
+The app monitors your Outlook Inbox and Sent folders in real time. When an email arrives or is sent with a subject containing `TrackingID#<number>`, it is automatically moved to the corresponding folder under:
+
+```
+Inbox > Cases > Active > <folder name>
+```
+
+When a case is closed, the folder is moved to:
+
+```
+Inbox > Cases > Closed > <folder name>
+```
+
+---
+
+## Features
+
+### Create Rule (Selected Email)
+Right-click the tray icon → **Create Rule (Selected Email)**
+
+- Select an email in Outlook first
+- The app reads the `TrackingID#` from the subject automatically
+- Optionally add a name to the folder (e.g. `123456 | Client Name`)
+- All existing emails with that TrackingID are moved immediately
+- Future emails are moved automatically in real time
+
+> If the case already exists in **Closed**, it is moved back to **Active** automatically — no new folder is created.
+
+---
+
+### Create Rule (Manual ID)
+Right-click the tray icon → **Create Rule (Manual ID)**
+
+- Manually type a TrackingID number
+- Optionally add a name to the folder
+- Searches and moves all matching emails from Inbox and Sent
+
+---
+
+### Remove Rule (Selected Email)
+Right-click the tray icon → **Remove Rule (Selected Email)**
+
+- Select an email in Outlook first
+- The app reads the TrackingID and removes the active rule
+- The folder is moved from **Active** to **Closed**
+- Monitoring stops for that TrackingID
+
+---
+
+### Remove Rule (Manual ID)
+Right-click the tray icon → **Remove Rule (Manual ID)**
+
+- Manually type a TrackingID number to remove
+- Same behavior as above
+
+---
+
+### Run All Rules Now
+Right-click the tray icon → **Run All Rules Now**
+
+- Scans all folders in the mailbox
+- Moves any emails matching active rules to the correct folders
+- Useful after the app was closed for a period
+
+---
+
+### Settings
+Right-click the tray icon → **Settings**
+
+Configure keyboard shortcuts:
+
+| Action | Default Shortcut |
+|---|---|
+| Create Rule | Alt + 1 |
+| Remove Rule | Alt + 2 |
+
+Modifiers available: **Alt**, **Ctrl**, **Shift**  
+Keys available: F1–F12, 0–9, A–Z
+
+Also available in Settings:
+- **View Rules File** — opens `active_rules.json` in Notepad
+- **Reload Rules** — reloads rules from file without restarting the app
+
+---
+
+### Start with Windows
+Right-click the tray icon → **Start with Windows**
+
+- Toggle whether the app starts automatically when Windows starts
+- Checkmark indicates current state
+
+---
+
+## Folder Structure
+
+```
+Inbox
+└── Cases
+    ├── Active
+    │   ├── 123456 | Client Name
+    │   └── 789012
+    └── Closed
+        └── 654321 | Old Case
+```
+
+---
+
+## Rules File
+
+Rules are stored at:
+```
+C:\Users\<username>\AppData\Roaming\OutlookCaseHelper\active_rules.json
+```
+
+You can edit this file manually in Notepad (via Settings → View Rules File) and reload without restarting.
+
+---
+
+## Email Subject Format
+
+The app looks for emails with subjects containing:
+```
+TrackingID#<number>
+```
+
+Examples:
+- `Case update - TrackingID#1234567890`
+- `Re: Support ticket TrackingID#9876543210123456`
+
+The number can be any length. Everything before `TrackingID#` is ignored.
+
+---
+
+## Limitations
+
+- **Classic Outlook only** — does not work with New Outlook (web-based). New Outlook support via Microsoft Graph API is planned.
+- **Single mailbox** — monitors only the primary Outlook account. Shared mailboxes are not supported.
+- **Outlook must be open** — the app connects to a running Outlook instance. If Outlook is closed, rules are saved but monitoring pauses until Outlook is opened again.
+- **Subject matching only** — rules are matched by subject line. Emails without `TrackingID#` in the subject are ignored.
+- **No undo** — moving folders to Closed or Active cannot be undone through the app. Use Outlook directly to move folders manually if needed.
+- **Manual file editing** — if you edit `active_rules.json` manually, use **Reload Rules** in Settings or restart the app for changes to take effect.
+- **Case sensitivity** — `TrackingID#` is case-sensitive. `trackingid#` or `TRACKINGID#` will not be matched.
+
+---
+
+## Keyboard Shortcuts
+
+Shortcuts work globally — even when Outlook is in focus.
+
+| Shortcut | Action |
+|---|---|
+| Alt + 1 (default) | Create Rule from selected email |
+| Alt + 2 (default) | Remove Rule from selected email |
+
+Shortcuts can be changed in **Settings**.
+
+---
+
+## Uninstall
+
+Go to **Control Panel → Programs → Uninstall a program** → select **Outlook Case Helper** → Uninstall.
+
+Rules and settings stored in `AppData` are not removed automatically. Delete the folder manually if needed:
+```
+C:\Users\<username>\AppData\Roaming\OutlookCaseHelper\
+```