v1.0.0-beta3: Teams notifications, Excel formula preservation

CHANGELOG.md

@@ -2,6 +2,19 @@
 
 All notable changes to this project will be documented in this file.
 
+## 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

extracted-graph-logic/job-folder-integration.js

@@ -3,7 +3,7 @@
 // Uses the same Graph API token from the server to avoid re-authentication
 
 const { DRIVE_ID, PARENT_ITEM_ID } = require('./config');
-const { Document, Packer, Paragraph, HeadingLevel, convertInchesToTwip } = require('docx');
+const { Document, Packer, Paragraph, HeadingLevel, TextRun, convertInchesToTwip } = require('docx');
 
 /**
  * Creates a manager info document template
@@ -45,27 +45,45 @@ async function createManagerInfoDocument(jobNumber, jobName, record) {
           spacing: { before: 200, after: 100 }
         }),
         new Paragraph({
-          text: `Job Name: ${jobName}`,
+          children: [
+            new TextRun({ text: 'Job Name: ' }),
+            new TextRun({ text: jobName, underline: {} })
+          ],
           spacing: { after: 50 }
         }),
         new Paragraph({
-          text: `Job Address: ${jobAddress}`,
+          children: [
+            new TextRun({ text: 'Job Address: ' }),
+            new TextRun({ text: jobAddress, underline: {} })
+          ],
           spacing: { after: 50 }
         }),
         new Paragraph({
-          text: `Job Division: ${jobDivision}`,
+          children: [
+            new TextRun({ text: 'Job Division: ' }),
+            new TextRun({ text: jobDivision, underline: {} })
+          ],
           spacing: { after: 50 }
         }),
         new Paragraph({
-          text: `Customer/Client Name: ${companyClient}`,
+          children: [
+            new TextRun({ text: 'Customer/Client Name: ' }),
+            new TextRun({ text: companyClient, underline: {} })
+          ],
           spacing: { after: 50 }
         }),
         new Paragraph({
-          text: `Job Type: ${jobType}`,
+          children: [
+            new TextRun({ text: 'Job Type: ' }),
+            new TextRun({ text: jobType, underline: {} })
+          ],
           spacing: { after: 50 }
         }),
         new Paragraph({
-          text: `Job Status: ${jobStatus}`,
+          children: [
+            new TextRun({ text: 'Job Status: ' }),
+            new TextRun({ text: jobStatus, underline: {} })
+          ],
           spacing: { after: 200 }
         }),
 

logs/dev.out

@@ -0,0 +1,7 @@
+nohup: ignoring input
+$ bun run server.ts
+[dotenv@17.2.3] injecting env (13) from ../secrets/.env -- tip: 🔄 add secrets lifecycle management: https://dotenvx.com/ops
+Job Creation with Excel Sync server running at http://localhost:4000
+Started development server: http://localhost:4000
+✓ Table cache initialized with 47 columns
+error: script "dev" was terminated by signal SIGTERM (Polite quit request)

logs/server.out

@@ -0,0 +1,44 @@
+nohup: ignoring input
+[dotenv@17.2.3] injecting env (13) from ../secrets/.env -- tip: 📡 add observability to secrets: https://dotenvx.com/ops
+Job Creation with Excel Sync server running at http://localhost:4000
+Started development server: http://localhost:4000
+✓ Table cache initialized with 47 columns
+✓ Created PocketBase record with Job_Number: 4764, ID: 99oq6cdykiuoy2y
+✓ Updated PB with calculated fields (Full Name, QB, Voxer, Codes)
+✓ Synced to Excel (pb_id: 99oq6cdykiuoy2y)
+✓ Excel row created
+[Post-Record Integration] Processing new job record: {
+  jobNumber: "4764",
+  jobName: "Again",
+  recordId: "99oq6cdykiuoy2y",
+}
+[Post-Record Integration] Calculated job full name: Again - jlk - abs
+[Job Folder Integration] Creating main folder: 4764 - Again - jlk - abs
+[Job Folder Integration] Create folder response: {
+  status: 201,
+  folderId: "01SPNXLDT4VWRLN7EOKVCJBKYAUJD5WAZL",
+  folderName: "4764 - Again - jlk - abs",
+}
+[Job Folder Integration] Creating subfolder: Managers Info
+[Job Folder Integration] Create subfolder response: {
+  status: 201,
+  subfolderId: "01SPNXLDWATR7EERSJTJAIF2BT3V5NBKDM",
+}
+[Job Folder Integration] Creating and uploading Manager Info document
+[Job Folder Integration] ✓ Manager Info document uploaded successfully
+[Job Folder Integration] Creating share link for main folder
+[Job Folder Integration] Share link response: {
+  status: 201,
+  hasLink: true,
+}
+[Job Folder Integration] ✓ Successfully created folder structure and share link
+[Job Folder Integration] Share link: https://czflex.sharepoint.com/:f:/s/Team/IgB8raK2_I5VRJCrAKJH2wMrAbVvY7DZ4ctPRR_40vi5mJs
+[Post-Record Integration] ✓ Folder creation successful
+[Post-Record Integration] Share link: https://czflex.sharepoint.com/:f:/s/Team/IgB8raK2_I5VRJCrAKJH2wMrAbVvY7DZ4ctPRR_40vi5mJs
+✓ Folder created and share link captured: https://czflex.sharepoint.com/:f:/s/Team/IgB8raK2_I5VRJCrAKJH2wMrAbVvY7DZ4ctPRR_40vi5mJs
+📁 Open folder: https://czflex.sharepoint.com/:f:/s/Team/IgB8raK2_I5VRJCrAKJH2wMrAbVvY7DZ4ctPRR_40vi5mJs
+✓ Updated Excel Job_Folder_Link for pb_id: 99oq6cdykiuoy2y
+✓ Updated PB with folder link, due date counter (static), and active (boolean)
+[Teams Webhook] Sending notification for Job 4764
+⚠️  Teams notification failed: 400 Bad Request
+   Response: Summary or Text is required.

package.json

@@ -1,6 +1,6 @@
 {
   "name": "job-creation-with-excel-sync",
-  "version": "1.0.0-beta2",
+  "version": "1.0.0-beta3",
   "description": "Unified job creation form with PocketBase and Excel sync",
   "type": "module",
   "scripts": {

server.ts

@@ -54,81 +54,101 @@ async function logError(context: string, error: any, additionalData?: any) {
 // TEAMS WEBHOOK NOTIFICATION (Power Automate)
 // ============================================================================
 
-function buildAdaptiveCard(jobData: any, jobFolderLink: string) {
+function toIsoDateOnly(val: any): string {
-  const jobName = jobData.Job_Name || '';
+  if (!val) return '';
-  const jobNumber = jobData.Job_Number || '';
+  const d = new Date(val);
-  const jobAddress = jobData.Job_Address || '';
+  if (isNaN(d.getTime())) return '';
-  const companyClient = jobData.Company_Client || '';
+  const yyyy = d.getUTCFullYear();
-  const jobDivision = jobData.Job_Division || '';
+  const mm = String(d.getUTCMonth() + 1).padStart(2, '0');
-  const jobType = jobData.Job_Type || '';
+  const dd = String(d.getUTCDate()).padStart(2, '0');
-  const contactPerson = jobData.Contact_Person || '';
+  return `${yyyy}-${mm}-${dd}`;
-  const phoneNumber = jobData.Phone_Number || '';
+}
 
-  // Valid Adaptive Card (Teams flowbot expects type: AdaptiveCard)
+function buildPowerAutomateExcelItem(record: any) {
   return {
-    type: 'AdaptiveCard',
+    '@odata.context': '',
-    $schema: 'http://adaptivecards.io/schemas/adaptive-card.json',
+    '@odata.etag': '',
-    version: '1.5',
+    ItemInternalId: record.id || '',
-    body: [
+    'Job_Number': record.Job_Number || record.job_number || '',
-      { type: 'TextBlock', text: 'New Job!', weight: 'Bolder', size: 'Large' },
+    'Job_Name': record.Job_Name || record.job_name || '',
-      { type: 'TextBlock', text: `${jobNumber} - ${jobName}`, wrap: true },
+    'Job Address': record.Job_Address || record.job_address || '',
-      {
+    'Job Type': record.Job_Type || record.job_type || '',
-        type: 'FactSet',
+    'Job Status': record.Job_Status || record.job_status || '',
-        facts: [
+    'Job Division': record.Job_Division || record.job_division || '',
-          { title: 'Number', value: jobNumber || 'N/A' },
+    'Estimator': record.Estimator || record.estimator || '',
-          { title: 'Name', value: jobName || 'N/A' },
+    'Office Rep': record.Office_Rep || record.office_rep || '',
-          { title: 'Address', value: jobAddress || 'N/A' },
+    'Manager': record.Manager || record.manager || '',
-          { title: 'Client', value: companyClient || 'N/A' },
+    'Company/Client': record.Company_Client || record.company_client || '',
-          { title: 'Division', value: jobDivision || 'N/A' },
+    'Contact Person': record.Contact_Person || record.contact_person || '',
-          { title: 'Type', value: jobType || 'N/A' },
+    'Phone Number': record.Phone_Number || record.phone_number || '',
-          { title: 'Contact', value: (contactPerson && phoneNumber) ? `${contactPerson} - ${phoneNumber}` : (contactPerson || 'N/A') }
+    'Email': record.Email || record.email || '',
-        ]
+    'Due Date': toIsoDateOnly(record.Due_Date || record.due_date || ''),
-      }
+    'Due Date Source': record.Due_Date_Source || record.due_date_source || '',
-    ],
+    'Due Time': record.Due_Time || record.due_time || '',
-    actions: jobFolderLink ? [
+    'Start Date': toIsoDateOnly(record.Start_Date || record.start_date || '')
-      { type: 'Action.OpenUrl', title: 'Open Folder', url: jobFolderLink }
-    ] : []
   };
 }
 
-async function notifyTeamsChannel(jobData: any, jobFolderLink: string) {
+function buildAdaptiveCard(jobData: any) {
-  const webhook = process.env.POWER_AUTOMATE_WEBHOOK_URL || process.env.TEAMS_WEBHOOK_URL;
+  const jobName = jobData.Job_Name || '';
+  const jobNumber = jobData.Job_Number || '';
+  const jobAddress = jobData.Job_Address || '';
+  const jobDivision = jobData.Job_Division || '';
+
+  // Format timestamp for the card
+  const now = new Date();
+  const timestamp = now.toLocaleString('en-US', {
+    month: 'short',
+    day: 'numeric',
+    year: 'numeric',
+    hour: 'numeric',
+    minute: '2-digit',
+    hour12: true
+  });
+
+  return {
+    $schema: 'http://adaptivecards.io/schemas/adaptive-card.json',
+    type: 'AdaptiveCard',
+    version: '1.4',
+    body: [
+      {
+        type: 'Container',
+        style: 'emphasis',
+        items: [
+          { type: 'TextBlock', text: 'New Job!', weight: 'Bolder', size: 'Large', spacing: 'None' },
+          { type: 'TextBlock', text: `**Number:** ${jobNumber || 'N/A'}`, spacing: 'Small' },
+          { type: 'TextBlock', text: `**Name:** ${jobName || 'N/A'}`, spacing: 'None' },
+          { type: 'TextBlock', text: `**Address:** ${jobAddress || 'N/A'}`, spacing: 'None' },
+          { type: 'TextBlock', text: `**Division:** ${jobDivision || 'N/A'}`, spacing: 'None' },
+          { type: 'TextBlock', text: timestamp, size: 'Small', isSubtle: true, spacing: 'Small' }
+        ]
+      }
+    ]
+  };
+}
+
+async function notifyTeamsChannel(jobData: any) {
+  const webhook = process.env.TEAMS_WEBHOOK_URL;
   
-  // Skip if webhook not configured
   if (!webhook) {
-    console.log('⚠️  Power Automate webhook not configured (POWER_AUTOMATE_WEBHOOK_URL missing)');
+    console.log('⚠️  TEAMS_WEBHOOK_URL not configured');
     return;
   }
 
   try {
-    const jobName = jobData.Job_Name || '';
+    const adaptiveCard = buildAdaptiveCard(jobData);
-    const jobNumber = jobData.Job_Number || '';
-    const jobAddress = jobData.Job_Address || '';
-    const companyClient = jobData.Company_Client || '';
-    const jobDivision = jobData.Job_Division || '';
-    const jobType = jobData.Job_Type || '';
-    const contactPerson = jobData.Contact_Person || '';
-    const phoneNumber = jobData.Phone_Number || '';
-
-    // Build Adaptive Card and payload for Power Automate
-    const adaptiveCard = buildAdaptiveCard(jobData, jobFolderLink);
     const payload = {
-      // raw fields, in case the flow maps them directly
+      type: 'message',
-      jobNumber,
+      attachments: [
-      jobName,
+        {
-      jobAddress,
+          contentType: 'application/vnd.microsoft.card.adaptive',
-      companyClient,
+          contentUrl: null,
-      jobDivision,
+          content: adaptiveCard
-      jobType,
+        }
-      contactPerson,
+      ]
-      phoneNumber,
-      jobFolderLink,
-      // Provide card in common parameter names used by PA templates
-      card: JSON.stringify(adaptiveCard),
-      adaptiveCard
     };
 
-    console.log(`[Power Automate] Sending webhook for Job ${jobNumber}:`, JSON.stringify(payload, null, 2));
+    console.log(`[Teams Webhook] Sending notification for Job ${jobData.Job_Number || ''}:`, JSON.stringify(payload, null, 2));
 
     const response = await fetch(webhook, {
       method: 'POST',
@@ -140,14 +160,13 @@ async function notifyTeamsChannel(jobData: any, jobFolderLink: string) {
 
     if (!response.ok) {
       const text = await response.text();
-      console.warn(`⚠️  Power Automate notification failed: ${response.status} ${response.statusText}`);
+      console.warn(`⚠️  Teams notification failed: ${response.status} ${response.statusText}`);
       console.warn(`   Response: ${text}`);
     } else {
-      console.log(`✓ Power Automate notification sent for Job ${jobNumber} (${response.status})`);
+      console.log(`✓ Teams notification sent for Job ${jobData.Job_Number || ''} (${response.status})`);
     }
   } catch (error: any) {
-    console.error('⚠️  Failed to send Power Automate notification:', error.message);
+    console.error('⚠️  Failed to send Teams notification:', error.message);
-    // Don't fail the job creation if notification fails
   }
 }
 
@@ -526,16 +545,15 @@ async function updateExcelFolderLink(pbId: string, link: string) {
     return;
   }
 
-  // Update using table row itemAt - update the full row with link populated
+  // Update only the Job_Folder_Link cell to preserve formulas in other columns (e.g., Active)
-  const currentValues = [...target.values[0]]; // Copy array
+  // Use the table row's range and cell() method to target just the one cell
-  currentValues[linkColIndex] = link || '';
+  // This avoids hardcoding worksheet names and works through the table structure
-  
+  await client.api(`${excelTablePath}/rows/itemAt(index=${target.index})/range/cell(row=0,column=${linkColIndex})`)
-  await client.api(`${excelTablePath}/rows/itemAt(index=${target.index})`)
     .patch({
-      values: [currentValues]
+      values: [[link || '']]
     });
   
-  console.log('✓ Updated Excel Job_Folder_Link for pb_id:', pbId);
+  console.log('✓ Updated Excel Job_Folder_Link cell for pb_id:', pbId);
 }
 
 // API endpoint to submit job
@@ -702,11 +720,9 @@ app.post('/api/submit', async (c) => {
     }
 
     // Send Teams notification (fire and forget, don't block response)
-    if (jobFolderLink) {
+    notifyTeamsChannel(record).catch(err => {
-      notifyTeamsChannel(record, jobFolderLink).catch(err => {
+      console.error('⚠️ Teams notification error:', err.message);
-        console.error('⚠️ Teams notification error:', err.message);
+    });
-      });
-    }
 
     return c.json({ 
       success: true, 
@@ -737,6 +753,171 @@ app.get('/api/health', (c) => {
   });
 });
 
+// Test route: sends an exact sample Adaptive Card payload (no envelope)
+app.post('/api/test-notification', async (c) => {
+  const webhook = process.env.POWER_AUTOMATE_WEBHOOK_URL || process.env.TEAMS_WEBHOOK_URL;
+  if (!webhook) {
+    return c.json({ success: false, message: 'Webhook not configured' }, 400);
+  }
+
+  const payload = {
+    $schema: 'http://adaptivecards.io/schemas/adaptive-card.json',
+    type: 'AdaptiveCard',
+    version: '1.4',
+    body: [
+      { type: 'TextBlock', text: 'New Job!', weight: 'Bolder', size: 'Large' },
+      { type: 'TextBlock', text: '4766 - Teams Card v1.4', wrap: true },
+      {
+        type: 'FactSet',
+        facts: [
+          { title: 'Number', value: '4766' },
+          { title: 'Name', value: 'Teams Card v1.4' },
+          { title: 'Address', value: 'Blue eye' },
+          { title: 'Client', value: 'ClientCo' },
+          { title: 'Division', value: 'C#' },
+          { title: 'Type', value: 'PWEX' },
+          { title: 'Contact', value: 'Wyatt Gann - (417) 429-1417 x117' }
+        ]
+      }
+    ],
+    actions: [
+      {
+        type: 'Action.OpenUrl',
+        title: 'Open Folder',
+        url: 'https://czflex.sharepoint.com/:f:/s/Team/IgCD37kQLFb6Q7BsoWjFb5rlAWkqMkqyX2zhoQpRMh9hUiI'
+      }
+    ]
+  };
+
+  const resp = await fetch(webhook, {
+    method: 'POST',
+    headers: { 'Content-Type': 'application/json' },
+    body: JSON.stringify(payload)
+  });
+
+  const ok = resp.ok;
+  const text = await resp.text();
+  return c.json({ success: ok, status: resp.status, body: text });
+});
+
+// Test route: sends the same sample card wrapped in a Teams message envelope
+app.post('/api/test-notification-envelope', async (c) => {
+  const webhook = process.env.POWER_AUTOMATE_WEBHOOK_URL || process.env.TEAMS_WEBHOOK_URL;
+  if (!webhook) {
+    return c.json({ success: false, message: 'Webhook not configured' }, 400);
+  }
+
+  const card = {
+    $schema: 'http://adaptivecards.io/schemas/adaptive-card.json',
+    type: 'AdaptiveCard',
+    version: '1.4',
+    body: [
+      { type: 'TextBlock', text: 'New Job!', weight: 'Bolder', size: 'Large' },
+      { type: 'TextBlock', text: '4766 - Teams Card v1.4', wrap: true },
+      {
+        type: 'FactSet',
+        facts: [
+          { title: 'Number', value: '4766' },
+          { title: 'Name', value: 'Teams Card v1.4' },
+          { title: 'Address', value: 'Blue eye' },
+          { title: 'Client', value: 'ClientCo' },
+          { title: 'Division', value: 'C#' },
+          { title: 'Type', value: 'PWEX' },
+          { title: 'Contact', value: 'Wyatt Gann - (417) 429-1417 x117' }
+        ]
+      }
+    ],
+    actions: [
+      {
+        type: 'Action.OpenUrl',
+        title: 'Open Folder',
+        url: 'https://czflex.sharepoint.com/:f:/s/Team/IgCD37kQLFb6Q7BsoWjFb5rlAWkqMkqyX2zhoQpRMh9hUiI'
+      }
+    ]
+  };
+
+  const payload = {
+    type: 'message',
+    text: 'New Job!',
+    attachments: [
+      {
+        contentType: 'application/vnd.microsoft.card.adaptive',
+        content: card
+      }
+    ]
+  };
+
+  const resp = await fetch(webhook, {
+    method: 'POST',
+    headers: { 'Content-Type': 'application/json' },
+    body: JSON.stringify(payload)
+  });
+
+  const ok = resp.ok;
+  const text = await resp.text();
+  return c.json({ success: ok, status: resp.status, body: text });
+});
+
+// Test route: post exact sample card directly to Teams Incoming Webhook (no envelope)
+app.post('/api/test-teams-webhook', async (c) => {
+  const webhook = process.env.TEAMS_WEBHOOK_URL;
+  if (!webhook) {
+    return c.json({ success: false, message: 'TEAMS_WEBHOOK_URL not configured' }, 400);
+  }
+
+  // Format timestamp for the card
+  const now = new Date();
+  const timestamp = now.toLocaleString('en-US', {
+    month: 'short',
+    day: 'numeric',
+    year: 'numeric',
+    hour: 'numeric',
+    minute: '2-digit',
+    hour12: true
+  });
+
+  const adaptiveCard = {
+    $schema: 'http://adaptivecards.io/schemas/adaptive-card.json',
+    type: 'AdaptiveCard',
+    version: '1.4',
+    body: [
+      {
+        type: 'Container',
+        style: 'emphasis',
+        items: [
+          { type: 'TextBlock', text: 'New Job!', weight: 'Bolder', size: 'Large', spacing: 'None' },
+          { type: 'TextBlock', text: '**Number:** 4738', spacing: 'Small' },
+          { type: 'TextBlock', text: '**Name:** New VO-AG Facility & Early Childhood Addition', spacing: 'None' },
+          { type: 'TextBlock', text: '**Address:** Blue eye', spacing: 'None' },
+          { type: 'TextBlock', text: '**Division:** C#', spacing: 'None' },
+          { type: 'TextBlock', text: timestamp, size: 'Small', isSubtle: true, spacing: 'Small' }
+        ]
+      }
+    ]
+  };
+
+  const payload = {
+    type: 'message',
+    attachments: [
+      {
+        contentType: 'application/vnd.microsoft.card.adaptive',
+        contentUrl: null,
+        content: adaptiveCard
+      }
+    ]
+  };
+
+  const resp = await fetch(webhook, {
+    method: 'POST',
+    headers: { 'Content-Type': 'application/json' },
+    body: JSON.stringify(payload)
+  });
+
+  const ok = resp.ok;
+  const text = await resp.text();
+  return c.json({ success: ok, status: resp.status, body: text });
+});
+
 const PORT = Number(process.env.PORT || 4000);
 
 console.log(`Job Creation with Excel Sync server running at http://localhost:${PORT}`);