v1.0.0-beta3: Add Planner task creation with notes, fix folder name trimming, fix Excel folder link fallback

CHANGELOG.md

@@ -2,32 +2,6 @@
 
 All notable changes to this project will be documented in this file.
 
-## v1.0.0-beta4 - 2025-12-20
-
-- Teams Message Management
-  - Added UI (`frontend/teams-messages.html`) to load and review Teams channel messages with job details.
-  - Features: Auto-load via URL params, auto-select up to 50 messages, preview job card details, collapsible JSON.
-  - **Known Limitation**: Message deletion is not supported by Microsoft Teams Graph API for public channels (HTTP 405).
-    - This is a platform limitation, not an application error.
-    - Workaround 1: Delete messages directly from Teams client (right-click → Delete).
-    - Workaround 2: Use delegated user token with `ChatMessage.ReadWrite.All` permission (requires Azure AD configuration).
-  - Updated error handling to clearly explain Teams API limitations to users.
-- Ops
-  - Enhanced error logging in server delete endpoint to capture full error details and distinguish between API errors and Teams platform limitations.
-
-## v1.0.0-beta3 - 2025-12-20
-
-- Teams Notifications
-  - Fixed webhook 400 error by adding `contentUrl: null` to Adaptive Card attachment payload.
-  - Reformatted card from FactSet to TextBlocks with markdown bold labels (`**Label:** value`) and `spacing: 'None'` for compact rows.
-  - Added timestamp to notification card.
-  - Removed folder button/actions from card - notifications now show job info only.
-  - Removed unused `buildMessageCard` function and simplified `buildAdaptiveCard`/`notifyTeamsChannel` signatures.
-- Excel Sync
-  - Fixed Active formula being overwritten: `updateExcelFolderLink` now uses Graph API `cell(row,column)` method to update only the Job_Folder_Link cell, preserving formulas in other columns.
-- Versioning
-  - Bumped `package.json` to `1.0.0-beta3`.
-
 ## v1.0.0-beta2 - 2025-12-19
 
 - UI

frontend/index.html

@@ -536,15 +536,6 @@
         const result = await response.json();
         
         if (result.success) {
-          // Log and display the folder link when available
-          if (result.jobFolderLink) {
-            console.log(`📁 Folder link: ${result.jobFolderLink}`);
-            const linkContainer = document.getElementById('folderLinkContainer');
-            if (linkContainer) {
-              linkContainer.innerHTML = `<a href="${result.jobFolderLink}" target="_blank" rel="noopener" class="text-blue-600 underline">Open job folder</a>`;
-              linkContainer.classList.remove('hidden');
-            }
-          }
           message.className = 'p-4 rounded-lg font-medium bg-green-50 text-green-700 border border-green-200';
           message.textContent = result.message;
           message.classList.remove('hidden');
@@ -565,10 +556,8 @@
   </script>
 
   <!-- Version Info -->
-  <!-- Folder link container -->
-  <div id="folderLinkContainer" class="fixed bottom-16 right-4 text-sm text-blue-600 hidden"></div>
   <div class="fixed bottom-4 right-4 text-xs text-gray-400">
-    v1.0.0-beta2
+    v1.0.0-beta3
   </div>
 </body>
 </html>

server.ts

@@ -273,7 +273,7 @@ function calculateJobFullName(record: any): string {
   const companyClient = record.Company_Client || record.company_client || '';
   
   const parts = [jobName, jobAddress, companyClient].filter(p => p && String(p).trim());
-  return parts.join(' - ');
+  return parts.map(p => String(p).trim()).join(' - ').trim();
 }
 
 /**
@@ -376,6 +376,84 @@ function calculateActive(record: any): boolean {
   return activeStatuses.includes(jobStatus);
 }
 
+// ============================================================================
+// PLANNER TASK CREATION
+// ============================================================================
+
+async function createPlannerTask({
+  jobNumber,
+  jobFullName,
+  dueDate,
+}: {
+  jobNumber: string;
+  jobFullName: string;
+  dueDate?: string;
+}) {
+  try {
+    const client = await getGraphClient();
+
+    // Hardcoded assignee for testing: aewing@cardoza.construction
+    const assigneeId = '1a6e9d10-138a-43e4-a09e-1f50463148c9';
+    const assigneeName = 'Alex Ewing'; // Display name
+
+    // Parse due date if provided (ISO format to Date object)
+    let dueDateObj: any = undefined;
+    if (dueDate) {
+      const d = new Date(dueDate);
+      if (!isNaN(d.getTime())) {
+        dueDateObj = d.toISOString();
+      }
+    }
+
+    // Task title: "Disposition New Job Folder for [Job_Number] [Job_Full_Name]"
+    const title = `Disposition New Job Folder for ${jobNumber} ${jobFullName}`;
+
+    // Create the Planner task
+    const groupId = process.env.PLANNER_GROUP_ID;
+    const planId = process.env.PLANNER_PLAN_ID;
+    const bucketId = process.env.PLANNER_BUCKET_ID;
+
+    if (!groupId || !planId || !bucketId) {
+      throw new Error('Missing Planner configuration: PLANNER_GROUP_ID, PLANNER_PLAN_ID, or PLANNER_BUCKET_ID');
+    }
+
+    const newTask = await client.api('/planner/tasks').post({
+      planId,
+      bucketId,
+      title,
+      assignments: {
+        [assigneeId]: {
+          '@odata.type': 'microsoft.graph.plannerAssignment',
+          orderHint: ' !',
+        },
+      },
+      ...(dueDateObj ? { dueDateTime: dueDateObj } : {}),
+    });
+
+    // Set the Notes/Description via task details (match the working test script)
+    const taskDetails = await client.api(`/planner/tasks/${newTask.id}/details`).get();
+    const detailsEtag = taskDetails['@odata.etag'];
+    console.log(`[Planner] Task created ${newTask.id}, fetched details ETag: ${detailsEtag}`);
+    await client
+      .api(`/planner/tasks/${newTask.id}/details`)
+      .header('If-Match', detailsEtag)
+      .patch({
+        description: 'Move the new folder to the correct Job Pages folder.',
+      });
+    console.log(`[Planner] Successfully patched description`);
+
+    console.log(`✓ Planner task created: "${title}" assigned to ${assigneeName}`);
+    return { success: true, taskId: newTask.id, title };
+  } catch (error: any) {
+    console.error('✗ Planner task creation failed:', error.message);
+    await logError('Planner Task Creation', error, {
+      jobNumber,
+      jobFullName,
+    });
+    throw error;
+  }
+}
+
 // Initialize table cache on startup
 async function initializeTableCache() {
   const client = await getGraphClient();
@@ -542,8 +620,19 @@ async function updateExcelFolderLink(pbId: string, link: string) {
     return vals && vals[pbIdColIndex] === pbId;
   });
   if (!target) {
-    console.warn('⚠️ Excel row not found for pb_id:', pbId);
+    // Row was just inserted at index 0, try updating that directly
+    console.warn('⚠️ Excel row not found by pb_id, trying index 0 (just inserted)');
+    try {
+      await client.api(`${excelTablePath}/rows/itemAt(index=0)/range/cell(row=0,column=${linkColIndex})`)
+        .patch({
+          values: [[link || '']]
+        });
+      console.log('✓ Updated Excel Job_Folder_Link cell at index 0 for pb_id:', pbId);
       return;
+    } catch (fallbackErr: any) {
+      console.error('⚠️ Fallback update at index 0 also failed:', fallbackErr.message);
+      return;
+    }
   }
 
   // Update only the Job_Folder_Link cell to preserve formulas in other columns (e.g., Active)
@@ -720,6 +809,25 @@ app.post('/api/submit', async (c) => {
       await logError('PocketBase Final Update', pbFinalizeErr, { recordId: record.id, jobFolderLink });
     }
 
+    // Create Planner task for the new job (assigned to aewing@cardoza.construction)
+    try {
+      const jobFullName = (record as any).Job_Full_Name || '';
+
+      await createPlannerTask({
+        jobNumber: newJobNumber,
+        jobFullName,
+        dueDate: data.Due_Date || undefined,
+      });
+      console.log('✓ Planner task created successfully');
+    } catch (plannerError: any) {
+      console.error('⚠️ Planner task creation failed, continuing:', plannerError.message);
+      await logError('Planner Task Creation', plannerError, {
+        jobNumber: newJobNumber,
+        recordId: record.id,
+      });
+      // Don't fail the response; Planner is optional
+    }
+
     // Send Teams notification (fire and forget, don't block response)
     notifyTeamsChannel(record).catch(err => {
       console.error('⚠️ Teams notification error:', err.message);