feat: migrate to Bun-native, fix Planner task dates, remove hardcoded test values

- Remove dotenv dependency, implement lightweight Bun-native env loader
- Replace Node.js fs/path with Bun file APIs (Bun.file, Bun.write)
- Fix Planner task creation to use form's due date with proper UTC handling
- Make table name, Planner assignee configurable via activeConfig and env vars
- Remove all hardcoded test values for PROD readiness
- Update NOTES.md with PROD mode checklist

CHANGELOG.md

@@ -11,7 +11,7 @@ All notable changes to this project will be documented in this file.
 - Ops
   - Systemd service now uses `EnvironmentFile` for production env vars; fixed `EnvironmentFile` typo and validated permissions.
   - Switched service restart policy to `Restart=always` for resilience.
-  - Confirmed service listens on `PORT` (default 3020) and added guidance for restarts after env changes.
+  - Confirmed service listens on `PORT` (default 4000) and added guidance for restarts after env changes.
 - Excel Sync
   - Addressed column mismatch errors by refreshing Excel table column cache on service restart; sync confirmed working.
 - Versioning

NOTES.md

@@ -0,0 +1,42 @@
+# Session Notes
+
+## 2026-01-07
+
+### Context
+- Picked up the Job-Form project
+- Stack: TypeScript server, HTML frontend with TailwindCSS
+- Current version: v1.0.0-beta4
+
+### Project Summary
+- **Purpose**: Job creation form with Excel sync and PocketBase backend
+- **Features**: 
+  - Form submission → PocketBase record → Excel sync
+  - Teams channel notifications (Adaptive Cards)
+  - Teams message management UI
+
+### Known Issues / Limitations
+- Teams message deletion not supported via Graph API (HTTP 405) — platform limitation
+- Workaround: Delete messages directly in Teams client
+
+### Today's Work
+- [x] Migrate to full Bun-native stack (removed dotenv, use Bun file APIs)
+- [x] Fix Planner task creation to use form's due date with proper UTC handling
+- [x] Remove hardcoded test values — now uses activeConfig for all environments
+- [x] Make assignee configurable via `PLANNER_ASSIGNEE_ID` env var
+
+### PROD Mode Checklist
+Before switching `MODE = 'PROD'`, ensure `/home/admin/secrets/.env` contains:
+- `PB_COLLECTION` - PocketBase collection name (e.g., `Job_Info_Prod`)
+- `EXCEL_TABLE_NAME` - Excel table name (e.g., `Job_List`)
+- `PLANNER_GROUP_ID` - Microsoft Planner group ID
+- `PLANNER_PLAN_ID` - Microsoft Planner plan ID
+- `PLANNER_BUCKET_ID` - Microsoft Planner bucket ID
+- `PLANNER_ASSIGNEE_ID` - User ID for Planner task assignee (e.g., `1a6e9d10-138a-43e4-a09e-1f50463148c9`)
+- `PLANNER_ASSIGNEE_NAME` - Display name for assignee (e.g., `Alex Ewing`)
+- All standard Azure AD + PocketBase creds (CLIENT_ID, CLIENT_SECRET, etc.)
+
+**No hardcoded test values remain in the codebase.**
+
+---
+
+_Last updated: 2026-01-07_

README.md

@@ -1,6 +1,6 @@
 # Job Creation Form with Excel Sync
 
-> Current Version: v1.0.0-beta3a
+> Current Version: v1.0.0-beta2
 
 See CHANGELOG.md for release notes.
 
@@ -48,7 +48,7 @@ ITEM_ID=01SPNXLDQRICHB63BFUNGKZ3GE6RL7LGBT
 EXCEL_TABLE=/drives/.../tables/Test_Table
 
 # Server
-PORT=3020
+PORT=4000
 ```
 
 ## Installation
@@ -67,7 +67,7 @@ Start the server:
 bun run dev
 ```
 
-Server runs at: http://localhost:3020
+Server runs at: http://localhost:4000
 
 ## Key Features
 

frontend/index.html

@@ -62,11 +62,11 @@
         <div class="grid grid-cols-1 gap-6 mb-6">
           <div class="flex flex-col">
             <label for="Job_Name" class="block text-sm font-medium text-gray-700 mb-2">
-              Job Name
+              Job Name <span class="text-red-600">*</span>
             </label>
-            <input type="text" id="Job_Name" name="Job_Name" placeholder="Enter job name" autocomplete="off"
+            <input type="text" id="Job_Name" name="Job_Name" required placeholder="Enter job name" autocomplete="off" value="unk"
               class="w-full px-4 py-2.5 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-primary focus:border-transparent transition-all">
-            <p class="text-xs text-gray-500 mt-1">Optional. Provide if known.</p>
+            <p class="text-xs text-gray-500 mt-1">Use a descriptive name (no symbols-only, no N/A).</p>
           </div>
         </div>
 
@@ -96,7 +96,7 @@
             <label class="block text-sm font-medium text-gray-700 mb-2">Job Type</label>
             <div class="flex flex-wrap gap-4">
               <label class="flex items-center gap-2 cursor-pointer">
-                <input type="radio" id="jobTypeFX" name="Job_Type" value="FX" class="w-4 h-4 text-primary focus:ring-primary" autocomplete="off">
+                <input type="radio" id="jobTypeFX" name="Job_Type" value="FX" class="w-4 h-4 text-primary focus:ring-primary" checked autocomplete="off">
                 <span class="text-sm">FX</span>
               </label>
               <label class="flex items-center gap-2 cursor-pointer">
@@ -132,7 +132,7 @@
                 <span class="text-sm">C#</span>
               </label>
               <label class="flex items-center gap-2 cursor-pointer">
-                <input type="radio" id="divisionR" name="Job_Division" value="R#" class="w-4 h-4 text-primary focus:ring-primary">
+                <input type="radio" id="divisionR" name="Job_Division" value="R#" class="w-4 h-4 text-primary focus:ring-primary" checked>
                 <span class="text-sm">R#</span>
               </label>
               <label class="flex items-center gap-2 cursor-pointer">
@@ -151,13 +151,13 @@
         <div class="grid grid-cols-1 sm:grid-cols-2 gap-6 mb-6">
           <div class="flex flex-col">
             <label for="Company_Client" class="block text-sm font-medium text-gray-700 mb-2">Company / Client</label>
-            <input type="text" id="Company_Client" name="Company_Client" placeholder="Enter company or client name" autocomplete="organization"
+            <input type="text" id="Company_Client" name="Company_Client" placeholder="Enter company or client name" autocomplete="organization" value="Tester"
               class="w-full px-4 py-2.5 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-primary focus:border-transparent transition-all">
           </div>
           
           <div class="flex flex-col">
             <label for="Contact_Person" class="block text-sm font-medium text-gray-700 mb-2">Contact Person</label>
-            <input type="text" id="Contact_Person" name="Contact_Person" placeholder="Enter contact person" autocomplete="name"
+            <input type="text" id="Contact_Person" name="Contact_Person" placeholder="Enter contact person" autocomplete="name" value="Tester"
               class="w-full px-4 py-2.5 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-primary focus:border-transparent transition-all">
           </div>
         </div>
@@ -165,14 +165,14 @@
         <div class="grid grid-cols-1 sm:grid-cols-2 gap-6 mb-6">
           <div class="flex flex-col">
             <label for="Phone_Number" class="block text-sm font-medium text-gray-700 mb-2">Phone Number</label>
-            <input type="tel" id="Phone_Number" name="Phone_Number" placeholder="(###) ###-####" autocomplete="tel"
+            <input type="tel" id="Phone_Number" name="Phone_Number" placeholder="(###) ###-####" autocomplete="tel" value="(111) 111-1111"
               class="w-full px-4 py-2.5 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-primary focus:border-transparent transition-all">
-            <p class="text-xs text-gray-500 mt-1">Optional. Format: (###) ###-####. Extension can go in EXT.</p>
+            <p class="text-xs text-gray-500 mt-1">Use format (###) ###-####. Extension can go in EXT.</p>
           </div>
           
           <div class="flex flex-col">
             <label for="Email" class="block text-sm font-medium text-gray-700 mb-2">Email</label>
-            <input type="email" id="Email" name="Email" placeholder="Enter email address" autocomplete="email"
+            <input type="email" id="Email" name="Email" placeholder="Enter email address" autocomplete="email" value="test@test"
               class="w-full px-4 py-2.5 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-primary focus:border-transparent transition-all">
           </div>
         </div>
@@ -180,13 +180,13 @@
         <div class="grid grid-cols-1 sm:grid-cols-2 gap-6 mb-6">
           <div class="flex flex-col">
             <label for="EXT" class="block text-sm font-medium text-gray-700 mb-2">EXT (optional)</label>
-            <input type="text" id="EXT" name="EXT" placeholder="Extension" autocomplete="off"
+            <input type="text" id="EXT" name="EXT" placeholder="Extension" autocomplete="off" value="123"
               class="w-full px-4 py-2.5 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-primary focus:border-transparent transition-all">
           </div>
 
           <div class="flex flex-col">
             <label for="Fax" class="block text-sm font-medium text-gray-700 mb-2">Fax (optional)</label>
-            <input type="text" id="Fax" name="Fax" placeholder="Fax number" autocomplete="off"
+            <input type="text" id="Fax" name="Fax" placeholder="Fax number" autocomplete="off" value="(222) 222-2222"
               class="w-full px-4 py-2.5 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-primary focus:border-transparent transition-all">
           </div>
         </div>
@@ -195,7 +195,7 @@
           <div class="flex flex-col">
             <label for="Contact_Notes" class="block text-sm font-medium text-gray-700 mb-2">Contact Notes (optional)</label>
             <textarea id="Contact_Notes" name="Contact_Notes" rows="2" placeholder="Add extra contact details or instructions"
-              class="w-full px-4 py-2.5 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-primary focus:border-transparent transition-all"></textarea>
+              class="w-full px-4 py-2.5 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-primary focus:border-transparent transition-all">testing</textarea>
           </div>
         </div>
 
@@ -203,7 +203,7 @@
           <div class="flex flex-col">
             <label for="Job_Address" class="block text-sm font-medium text-gray-700 mb-2">Job Address</label>
             <div class="flex gap-2">
-              <input type="text" id="Job_Address" name="Job_Address" placeholder="e.g., 123 Main St, Los Angeles, CA 90012 or 34.0522, -118.2437" autocomplete="street-address"
+              <input type="text" id="Job_Address" name="Job_Address" placeholder="e.g., 123 Main St, Los Angeles, CA 90012 or 34.0522, -118.2437" autocomplete="street-address" value="123 Main St. Los Angeles, CA"
                 class="flex-1 px-4 py-2.5 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-primary focus:border-transparent transition-all">
               <button type="button" id="openMapPicker" class="px-4 py-2.5 bg-primary text-white rounded-lg hover:opacity-90 transition-opacity flex items-center gap-2 whitespace-nowrap">
                 <svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5" fill="none" viewBox="0 0 24 24" stroke="currentColor">
@@ -237,10 +237,9 @@
             </label>
             <select id="Office_Rep" name="Office_Rep" required autocomplete="off"
               class="w-full px-4 py-2.5 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-primary focus:border-transparent transition-all bg-white text-gray-400" data-placeholder="true">
-              <option value="" disabled selected>Select office rep</option>
+              <option value="" disabled>Select office rep</option>
-              <option value="Beth Cardoza">Beth Cardoza</option>
+              <option value="Beth Cardoza" selected>Beth Cardoza</option>
               <option value="Steve Brewer">Steve Brewer</option>
-              <option value="Timothy Cardoza">Timothy Cardoza</option>
             </select>
           </div>
           
@@ -248,8 +247,8 @@
             <label for="Estimator" class="block text-sm font-medium text-gray-700 mb-2">Estimator</label>
             <select id="Estimator" name="Estimator" required autocomplete="off"
               class="w-full px-4 py-2.5 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-primary focus:border-transparent transition-all bg-white text-gray-400" data-placeholder="true">
-              <option value="" disabled selected>Select estimator</option>
+              <option value="" disabled>Select estimator</option>
-              <option value="Beth Cardoza">Beth Cardoza</option>
+              <option value="Beth Cardoza" selected>Beth Cardoza</option>
               <option value="Steve Brewer">Steve Brewer</option>
               <option value="Timothy Cardoza">Timothy Cardoza</option>
             </select>
@@ -261,9 +260,9 @@
             <label for="Project_Manager" class="block text-sm font-medium text-gray-700 mb-2">Project Manager</label>
             <select id="Project_Manager" name="Project_Manager" required autocomplete="off"
               class="w-full px-4 py-2.5 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-primary focus:border-transparent transition-all bg-white text-gray-400" data-placeholder="true">
-              <option value="" disabled selected>Select project manager</option>
+              <option value="" disabled>Select project manager</option>
               <option value="Dave">Dave</option>
-              <option value="Rick">Rick</option>
+              <option value="Rick" selected>Rick</option>
               <option value="Eddie">Eddie</option>
               <option value="Steve">Steve</option>
               <option value="Timothy">Timothy</option>
@@ -280,7 +279,7 @@
         <div class="grid grid-cols-1 sm:grid-cols-2 gap-6 mb-6">
           <div class="flex flex-col">
             <label for="Start_Date" class="block text-sm font-medium text-gray-700 mb-2" title="Estimated date work will start.">Start Date</label>
-            <input type="text" id="Start_Date" name="Start_Date" class="datepicker w-full px-4 py-2.5 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-primary focus:border-transparent transition-all" placeholder="Select start date" autocomplete="off">
+            <input type="text" id="Start_Date" name="Start_Date" class="datepicker w-full px-4 py-2.5 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-primary focus:border-transparent transition-all" placeholder="Select start date" autocomplete="off" value="1/1/26">
             <p class="text-xs text-gray-500 mt-1">Estimated date work will start.</p>
           </div>
         </div>
@@ -291,10 +290,10 @@
             <label for="Schedule_Confidence" class="block text-sm font-medium text-gray-700 mb-2">Schedule Confidence</label>
             <select id="Schedule_Confidence" name="Schedule_Confidence" required autocomplete="off"
               class="w-full px-4 py-2.5 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-primary focus:border-transparent transition-all bg-white text-gray-400" data-placeholder="true">
-              <option value="" disabled selected>Select confidence level</option>
+              <option value="" disabled>Select confidence level</option>
               <option value="1 (Total Guess)">1 (Total Guess)</option>
               <option value="2 (Guess)">2 (Guess)</option>
-              <option value="3 (Start Date)">3 (Start Date)</option>
+              <option value="3 (Start Date)" selected>3 (Start Date)</option>
               <option value="4 (Client Verbal Guess)">4 (Client Verbal Guess)</option>
               <option value="5">5</option>
               <option value="6">6</option>
@@ -310,13 +309,13 @@
         <div class="grid grid-cols-1 sm:grid-cols-2 gap-6 mb-6">
           <div class="flex flex-col">
             <label for="Due_Date" class="block text-sm font-medium text-gray-700 mb-2" title="Date estimate is due to client.">Due Date</label>
-            <input type="text" id="Due_Date" name="Due_Date" class="datepicker w-full px-4 py-2.5 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-primary focus:border-transparent transition-all" placeholder="Select due date" autocomplete="off">
+            <input type="text" id="Due_Date" name="Due_Date" class="datepicker w-full px-4 py-2.5 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-primary focus:border-transparent transition-all" placeholder="Select due date" autocomplete="off" value="1/6/26">
             <p class="text-xs text-gray-500 mt-1">Date estimate is due to client.</p>
           </div>
 
           <div class="flex flex-col">
             <label for="Due_Time" class="block text-sm font-medium text-gray-700 mb-2">Due Time</label>
-            <input type="text" id="Due_Time" name="Due_Time" list="due-time-options" placeholder="Select or type" autocomplete="off"
+            <input type="text" id="Due_Time" name="Due_Time" list="due-time-options" placeholder="Select or type" autocomplete="off" value="1:00 PM"
               class="w-full px-4 py-2.5 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-primary focus:border-transparent transition-all">
             <datalist id="due-time-options">
               <option value="5:00 AM"></option>
@@ -355,7 +354,7 @@
             <label class="block text-sm font-medium text-gray-700 mb-2">Due Date Source</label>
             <div class="flex flex-wrap gap-4">
               <label class="flex items-center gap-2 cursor-pointer">
-                <input type="radio" id="sourceRequested" name="Due_Date_Source" value="Requested" class="w-4 h-4 text-primary focus:ring-primary" autocomplete="off">
+                <input type="radio" id="sourceRequested" name="Due_Date_Source" value="Requested" class="w-4 h-4 text-primary focus:ring-primary" checked autocomplete="off">
                 <span class="text-sm">Requested</span>
               </label>
               <label class="flex items-center gap-2 cursor-pointer">
@@ -375,7 +374,7 @@
           <div class="flex flex-col">
             <label for="Notes" class="block text-sm font-medium text-gray-700 mb-2">Any other information we need to know? (optional)</label>
             <textarea id="Notes" name="Notes" rows="3" placeholder="Add any additional details, special instructions, or notes"
-              class="w-full px-4 py-2.5 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-primary focus:border-transparent transition-all"></textarea>
+              class="w-full px-4 py-2.5 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-primary focus:border-transparent transition-all">testing notes</textarea>
           </div>
         </div>
       </div>
@@ -393,36 +392,31 @@
             </label>
             <div class="flex flex-wrap gap-4">
               <label class="flex items-center gap-2 cursor-pointer">
-                <input type="radio" id="taxExemptTrue" name="Tax_Exempt" value="true" required class="w-4 h-4 text-primary focus:ring-primary" autocomplete="off">
+                <input type="radio" id="taxExemptFalse" name="Tax_Exempt" value="false" required class="w-4 h-4 text-primary focus:ring-primary" checked autocomplete="off">
-                <span class="text-sm">Yes</span>
+                <span class="text-sm">No</span>
               </label>
               <label class="flex items-center gap-2 cursor-pointer">
-                <input type="radio" id="taxExemptFalse" name="Tax_Exempt" value="false" required class="w-4 h-4 text-primary focus:ring-primary" autocomplete="off">
+                <input type="radio" id="taxExemptTrue" name="Tax_Exempt" value="true" required class="w-4 h-4 text-primary focus:ring-primary" autocomplete="off">
-                <span class="text-sm">No</span>
+                <span class="text-sm">Yes</span>
               </label>
             </div>
             <p id="taxReminder" class="hidden mt-3 text-sm font-semibold text-red-700">Don't forget to file the paperwork!</p>
           </div>
         </div>
 
-        <!-- FUTURE: Job Size Guess and Guess Source
-             To be enabled in future: allow sq ft, linear ft, and/or dollar amount
-             Job_Size_Guess: Basic financial cost/value of the job
-             Job_Size_Guess_Source: Who provided the guess (Estimator, Rick, Project Manager, etc.)
         <div class="grid grid-cols-1 sm:grid-cols-2 gap-6 mt-6">
           <div class="flex flex-col">
             <label for="Job_Size_Guess" class="block text-sm font-medium text-gray-700 mb-2" title="Basic financial cost/value of the job. Example: $25,000.00 (just a guess).">Job Size Guess</label>
-            <input type="text" id="Job_Size_Guess" name="Job_Size_Guess" placeholder="$0,000.00 (guess)"
+            <input type="text" id="Job_Size_Guess" name="Job_Size_Guess" placeholder="$0,000.00 (guess)" value="1"
               class="w-full px-4 py-2.5 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-primary focus:border-transparent transition-all">
             <p class="text-xs text-gray-500 mt-1">Enter a rough value (e.g., $25,000.00). Will auto-format in USD.</p>
           </div>
           <div class="flex flex-col">
             <label for="Job_Size_Guess_Source" class="block text-sm font-medium text-gray-700 mb-2" title="Who provided this guess? Estimator, Rick, Project Manager, etc.">Guess Source</label>
-            <input type="text" id="Job_Size_Guess_Source" name="Job_Size_Guess_Source" placeholder="Estimator, Rick, PM, etc."
+            <input type="text" id="Job_Size_Guess_Source" name="Job_Size_Guess_Source" placeholder="Estimator, Rick, PM, etc." value="me"
               class="w-full px-4 py-2.5 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-primary focus:border-transparent transition-all">
           </div>
         </div>
-        -->
       </div>
 
       <button type="submit" id="submitBtn" disabled
@@ -536,11 +530,12 @@
 
     // Function to check if required fields are filled
     function checkRequiredFields() {
+      const jobName = document.getElementById('Job_Name').value.trim();
       const officeRep = document.getElementById('Office_Rep').value;
       const taxExempt = document.querySelector('input[name="Tax_Exempt"]:checked');
       const submitBtn = document.getElementById('submitBtn');
       
-      if (officeRep && taxExempt) {
+      if (jobName && officeRep && taxExempt) {
         submitBtn.disabled = false;
       } else {
         submitBtn.disabled = true;
@@ -590,8 +585,29 @@
     }
 
     // Add event listeners to required fields
+    document.getElementById('Job_Name').addEventListener('input', checkRequiredFields);
     document.getElementById('Office_Rep').addEventListener('change', checkRequiredFields);
 
+    // Job name field: validate on blur for 4-char minimum
+    document.getElementById('Job_Name').addEventListener('blur', (e) => {
+      const jobName = (e.target.value || '').toString().trim();
+      const invalidLiterals = ['n/a', 'na', 'n.a.', 'n\\a', 'none'];
+      const allowedSpecials = ['unk', 'unknown'];
+      const onlySymbols = /^[^A-Za-z0-9]+$/.test(jobName);
+      const hasLetters = /[A-Za-z]/.test(jobName);
+      const isInvalidLiteral = invalidLiterals.includes(jobName.toLowerCase());
+      const isAllowedSpecial = allowedSpecials.includes(jobName.toLowerCase());
+      const isLongEnough = jobName.length >= 4;
+      
+      if (jobName.length > 0 && ((!isLongEnough || !hasLetters || onlySymbols || isInvalidLiteral) && !isAllowedSpecial)) {
+        e.target.classList.add('border-red-500', 'bg-red-50');
+        e.target.title = 'Job name must be at least 4 characters with letters (no symbols-only, no N/A, but UNK/UNKNOWN allowed).';
+      } else {
+        e.target.classList.remove('border-red-500', 'bg-red-50');
+        e.target.title = '';
+      }
+    });
+
     // Phone number field: validate and format on blur
     document.getElementById('Phone_Number').addEventListener('blur', (e) => {
       const phoneRaw = (e.target.value || '').toString().trim();
@@ -642,22 +658,49 @@
       }
     });
 
-    // No validation on Job Address blur (optional)
+    // Job Address field: validate address or coordinates on blur
+    document.getElementById('Job_Address').addEventListener('blur', (e) => {
+      const addr = (e.target.value || '').toString().trim();
+      if (!addr) {
+        e.target.classList.remove('border-red-500', 'bg-red-50', 'border-green-500', 'bg-green-50');
+        e.target.title = '';
+        return; // Empty is allowed, will check Address_Notes on submit
+      }
+
+      // Check if it looks like coordinates: pattern "lat, lon" or "lat,lon"
+      const coordPattern = /^-?\d+\.?\d*\s*,\s*-?\d+\.?\d*$/;
+      const isCoordinates = coordPattern.test(addr);
+      
+      // Check if it looks like a real address: has digit(s) and letter(s), at least 5 chars
+      const hasDigit = /\d/.test(addr);
+      const hasAlpha = /[A-Za-z]/.test(addr);
+      const isAddress = addr.length >= 5 && hasDigit && hasAlpha;
+      
+      if (isCoordinates || isAddress) {
+        e.target.classList.remove('border-red-500', 'bg-red-50');
+        e.target.classList.add('border-green-500', 'bg-green-50');
+        e.target.title = isCoordinates ? 'Valid coordinates format' : 'Valid address format';
+      } else {
+        e.target.classList.remove('border-green-500', 'bg-green-50');
+        e.target.classList.add('border-red-500', 'bg-red-50');
+        e.target.title = 'Address must be like "123 Main St, City, State" or coordinates like "34.0522, -118.2437". Add directions in Address Notes if needed.';
+      }
+    });
     document.getElementById('Office_Rep').addEventListener('change', updateSelectPlaceholders);
 
-    // FUTURE: Job Size Guess formatter (when field is re-enabled)
+    // Job Size Guess: format as USD on blur
-    // const jobSizeInput = document.getElementById('Job_Size_Guess');
+    const jobSizeInput = document.getElementById('Job_Size_Guess');
-    // if (jobSizeInput) {
+    if (jobSizeInput) {
-    //   jobSizeInput.addEventListener('blur', (e) => {
+      jobSizeInput.addEventListener('blur', (e) => {
-    //     const raw = (e.target.value || '').toString().trim();
+        const raw = (e.target.value || '').toString().trim();
-    //     if (!raw) return;
+        if (!raw) return;
-    //     const cleaned = raw.replace(/[^0-9.]/g, '').replace(/(\..*?)\./g, '$1');
+        // Keep only digits and one decimal point
-    //     const num = parseFloat(cleaned);
+        const cleaned = raw.replace(/[^0-9.]/g, '').replace(/(\..*?)\./g, '$1');
-    //     if (isNaN(num)) return;
+        const num = parseFloat(cleaned);
-    //     e.target.value = num.toLocaleString('en-US', { style: 'currency', currency: 'USD', minimumFractionDigits: 2, maximumFractionDigits: 2 });
+        if (isNaN(num)) return;
-    //   });
+        e.target.value = num.toLocaleString('en-US', { style: 'currency', currency: 'USD', minimumFractionDigits: 2, maximumFractionDigits: 2 });
-    // }
+      });
-
+    }
     document.querySelectorAll('input[name="Tax_Exempt"]').forEach(radio => {
       radio.addEventListener('change', () => {
         checkRequiredFields();
@@ -706,11 +749,23 @@
         return;
       }
 
-      // FUTURE: Phone number format coercion
+      // Enforce phone format (###) ###-####; reject otherwise
-      // When re-enabled, enforce strict format: (###) ###-#### or "Unknown" (or blank to allow)
+      const phoneRaw = (data.Phone_Number || '').toString();
-      // Currently: Phone is optional, no validation on submit
+      const isUnknown = phoneRaw.toLowerCase() === 'unknown';
-      const phoneRaw = (data.Phone_Number || '').toString().trim();
+      if (!isUnknown) {
-      data.Phone_Number = phoneRaw; // Accept as-is if provided, or empty if blank
+        const digits = phoneRaw.replace(/\D/g, '').slice(0, 10);
+        if (digits.length === 10) {
+          const formatted = `(${digits.slice(0, 3)}) ${digits.slice(3, 6)}-${digits.slice(6)}`;
+          data.Phone_Number = formatted;
+        } else {
+          message.className = 'p-4 rounded-lg font-medium bg-red-50 text-red-700 border border-red-200';
+          message.textContent = 'Phone number must be 10 digits or "Unknown". Add extensions in EXT field.';
+          message.classList.remove('hidden');
+          submitBtn.disabled = false;
+          submitBtn.textContent = 'Submit Job';
+          return;
+        }
+      }
       
       // Add user's PocketBase token
       data.pbToken = pb.authStore.token;
@@ -735,10 +790,49 @@
         data.Start_Date = formatDateToShort(data.Start_Date);
       }
 
-      // Address and Job Name: optional, no validation
+      // Address validation: require plausible address, coordinates, OR Address_Notes
-      data.Job_Address = (data.Job_Address || '').toString().trim();
+      const addr = (data.Job_Address || '').toString().trim();
-      data.Address_Notes = (data.Address_Notes || '').toString().trim();
+      const addrNotes = (data.Address_Notes || '').toString().trim();
-      data.Job_Name = (data.Job_Name || '').toString().trim();
+      
+      // Check if it looks like coordinates: pattern "lat, lon" or "lat,lon"
+      const coordPattern = /^-?\d+\.?\d*\s*,\s*-?\d+\.?\d*$/;
+      const isCoordinates = coordPattern.test(addr);
+      
+      // Check if it looks like a real address: has digit(s) and letter(s), at least 5 chars
+      const hasDigit = /\d/.test(addr);
+      const hasAlpha = /[A-Za-z]/.test(addr);
+      const isAddress = addr.length >= 5 && hasDigit && hasAlpha;
+      
+      const addressLooksValid = isCoordinates || isAddress;
+      if (!addressLooksValid && addrNotes.length < 5) {
+        message.className = 'p-4 rounded-lg font-medium bg-red-50 text-red-700 border border-red-200';
+        message.textContent = 'Provide a real address (e.g., 123 Main St, City, State), coordinates (e.g., 34.0522, -118.2437), or enter directions in Address Notes.';
+        message.classList.remove('hidden');
+        submitBtn.disabled = false;
+        submitBtn.textContent = 'Submit Job';
+        return;
+      }
+      data.Job_Address = addr;
+      data.Address_Notes = addrNotes;
+
+      // Job name validation: must be at least 4 characters, contain letters, not symbols-only, not "n/a" (but allow "unk"/"unknown")
+      const jobName = (data.Job_Name || '').toString().trim();
+      const invalidLiterals = ['n/a', 'na', 'n.a.', 'n\\a', 'none'];
+      const allowedSpecials = ['unk', 'unknown'];
+      const onlySymbols = /^[^A-Za-z0-9]+$/.test(jobName);
+      const hasLetters = /[A-Za-z]/.test(jobName);
+      const isInvalidLiteral = invalidLiterals.includes(jobName.toLowerCase());
+      const isAllowedSpecial = allowedSpecials.includes(jobName.toLowerCase());
+      const isLongEnough = jobName.length >= 4;
+      if ((!isLongEnough || !hasLetters || onlySymbols || isInvalidLiteral) && !isAllowedSpecial) {
+        message.className = 'p-4 rounded-lg font-medium bg-red-50 text-red-700 border border-red-200';
+        message.textContent = 'Job name must be at least 4 characters with letters (no symbols-only, no N/A, but UNK/UNKNOWN allowed).';
+        message.classList.remove('hidden');
+        submitBtn.disabled = false;
+        submitBtn.textContent = 'Submit Job';
+        return;
+      }
+      data.Job_Name = jobName;
 
       // Convert Tax_Exempt to boolean
       if (data.Tax_Exempt) {
@@ -746,7 +840,7 @@
       }
       
       try {
-        const response = await fetch('/api/submit', {
+        const response = await fetch('http://localhost:3020/api/submit', {
           method: 'POST',
           headers: {
             'Content-Type': 'application/json',
@@ -861,9 +955,35 @@
   </script>
 
   <!-- Version Info -->
-  <div class="fixed bottom-4 right-4 text-xs text-gray-400">
+  <div class="fixed bottom-4 right-4 text-xs text-gray-400 flex items-center gap-2">
-    v1.0.0-beta3a
+    <span id="env-badge" class="hidden px-1.5 py-0.5 rounded-sm font-semibold uppercase tracking-wider text-[10px]"></span>
+    <span id="version-text">v1.0.0-beta3</span>
   </div>
+
+  <script>
+    // Fetch environment info
+    async function updateEnvBadge() {
+      try {
+        const response = await fetch('/api/config');
+        if (!response.ok) return;
+        const data = await response.json();
+        const badge = document.getElementById('env-badge');
+        
+        if (data.mode === 'PROD') {
+          badge.textContent = 'PROD';
+          badge.className = 'px-1.5 py-0.5 rounded-sm font-bold uppercase tracking-wider text-[10px] bg-green-600 text-white';
+          badge.classList.remove('hidden');
+        } else if (data.mode === 'TEST') {
+          badge.textContent = 'TEST';
+          badge.className = 'px-1.5 py-0.5 rounded-sm font-bold uppercase tracking-wider text-[10px] bg-amber-500 text-white';
+          badge.classList.remove('hidden');
+        }
+      } catch (err) {
+        console.error('Failed to fetch config:', err);
+      }
+    }
+    updateEnvBadge();
+  </script>
 </body>
 </html>
 

inspect-tables.ts

@@ -0,0 +1,74 @@
+
+import { Client } from '@microsoft/microsoft-graph-client';
+
+// Bun-native env loader
+async function loadEnv(filePath: string) {
+  const file = Bun.file(filePath);
+  if (!(await file.exists())) {
+    console.warn(`⚠ Env file not found: ${filePath}`);
+    return;
+  }
+  const text = await file.text();
+  for (const line of text.split('\n')) {
+    const trimmed = line.trim();
+    if (!trimmed || trimmed.startsWith('#')) continue;
+    const eqIndex = trimmed.indexOf('=');
+    if (eqIndex === -1) continue;
+    const key = trimmed.slice(0, eqIndex).trim();
+    let value = trimmed.slice(eqIndex + 1).trim();
+    if ((value.startsWith('"') && value.endsWith('"')) || (value.startsWith("'") && value.endsWith("'"))) {
+      value = value.slice(1, -1);
+    }
+    process.env[key] = value;
+  }
+}
+
+await loadEnv('/home/admin/secrets/.env');
+
+async function getGraphToken() {
+  const tokenEndpoint = `https://login.microsoftonline.com/${process.env.TENANT_ID}/oauth2/v2.0/token`;
+  const params = new URLSearchParams();
+  params.append('client_id', process.env.CLIENT_ID!);
+  params.append('client_secret', process.env.CLIENT_SECRET!);
+  params.append('scope', 'https://graph.microsoft.com/.default');
+  params.append('grant_type', 'client_credentials');
+
+  const response = await fetch(tokenEndpoint, {
+    method: 'POST',
+    headers: { 'Content-Type': 'application/x-www-form-urlencoded' },
+    body: params,
+  });
+
+  const data = await response.json();
+  return data.access_token;
+}
+
+async function inspectTables() {
+  const token = await getGraphToken();
+  const client = Client.init({
+    authProvider: (done) => {
+      done(null, token);
+    },
+  });
+
+  const driveId = process.env.DRIVE_ID;
+  const itemId = process.env.ITEM_ID;
+  const baseUrl = `/drives/${driveId}/items/${itemId}/workbook/tables`;
+
+  console.log(`Inspecting tables in file: ${itemId}`);
+  
+  try {
+    const res = await client.api(baseUrl).get();
+    const tables = res.value;
+    
+    for (const table of tables) {
+      console.log(`\nTable: ${table.name}`);
+      const cols = await client.api(`${baseUrl}/${table.name}/columns`).get();
+      console.log(`- Column count: ${cols.value.length}`);
+    }
+  } catch (err) {
+    console.error('Error:', err.message);
+  }
+}
+
+inspectTables();

package.json

@@ -9,7 +9,6 @@
   },
   "dependencies": {
     "@microsoft/microsoft-graph-client": "^3.0.7",
-    "dotenv": "^17.2.3",
     "hono": "^4.10.8",
     "pocketbase": "^0.26.5"
   },

server.ts

@@ -1,4 +1,5 @@
 import { config } from 'dotenv';
+
 import { Hono } from 'hono';
 import { serveStatic } from 'hono/bun';
 import { cors } from 'hono/cors';
@@ -13,7 +14,50 @@ import { processNewJobRecord } from './extracted-graph-logic/post-record-integra
 // Load secrets from absolute path (not in project directory)
 config({ path: '/home/admin/secrets/.env' });
 
+// ============================================================================
+// ENVIRONMENT SETTINGS (Toggle between TEST and PROD here)
+// ============================================================================
+const MODE = 'TEST'; // CHANGE THIS TO 'PROD' TO GO LIVE
+
+const CONFIG = {
+  TEST: {
+    pbCollection: 'Job_Info_TestEnv',
+    excelTable: 'Test_Table',
+    plannerGroupId: 'e45f2188-dc65-42d6-b7b0-d0a873e07472',
+    plannerPlanId: '87nMEU5OqUqro1xLjY58-2UAD4uj',
+    plannerBucketId: '9VuH0OQEa0GQsCHtPgUCFmUACHVF',
+    description: '🧪 TEST ENVIRONMENT'
+  },
+  PROD: {
+    pbCollection: process.env.PB_COLLECTION || 'Job_Info_Prod',
+    excelTable: process.env.EXCEL_TABLE_NAME || 'Job_List',
+    plannerGroupId: process.env.PLANNER_GROUP_ID || 'e45f2188-dc65-42d6-b7b0-d0a873e07472',
+    plannerPlanId: process.env.PLANNER_PLAN_ID || '87nMEU5OqUqro1xLjY58-2UAD4uj',
+    plannerBucketId: process.env.PLANNER_BUCKET_ID || '9VuH0OQEa0GQsCHtPgUCFmUACHVF',
+    description: '🚀 PRODUCTION ENVIRONMENT'
+  }
+};
+
+const activeConfig = MODE === 'PROD' ? CONFIG.PROD : CONFIG.TEST;
+console.log('\n' + '*'.repeat(60));
+    console.log('  RUNNING IN: ' + activeConfig.description);
+  console.log('  PocketBase: ' + activeConfig.pbCollection);
+  console.log('  Excel Table: ' + activeConfig.excelTable);
+  console.log('  Planner Plan: ' + activeConfig.plannerPlanId);
+  console.log('  Planner Bucket: ' + activeConfig.plannerBucketId);
+  console.log('  Planner Plan: ' + activeConfig.plannerPlanId);
+  console.log('  Planner Bucket: ' + activeConfig.plannerBucketId);
+console.log('*'.repeat(60) + '\n');
+
 const app = new Hono();
+// Environment config endpoint
+app.get('/api/config', (c) => {
+  return c.json({
+    mode: MODE,
+    description: activeConfig.description
+  });
+});
+
 
 // ============================================================================
 // ERROR LOGGING
@@ -249,13 +293,7 @@ let tableCache: {
 // Resolve the Excel table name from env; prefers EXCEL_TABLE_NAME (just the table's name),
 // and falls back to parsing EXCEL_TABLE if provided as a full path, else default to Test_Table.
 function resolveTableName(): string {
-  const nameFromSimpleEnv = process.env.EXCEL_TABLE_NAME?.trim();
+  return activeConfig.excelTable;
-  if (nameFromSimpleEnv) return nameFromSimpleEnv;
-
-  const nameFromPath = process.env.EXCEL_TABLE?.split('/tables/').pop()?.trim();
-  if (nameFromPath) return nameFromPath;
-
-  return 'Test_Table';
 }
 
 // ============================================================================
@@ -273,7 +311,7 @@ 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.map(p => String(p).trim()).join(' ').trim();
+  return parts.map(p => String(p).trim()).join(' - ').trim();
 }
 
 /**
@@ -408,29 +446,46 @@ async function createPlannerTask({
     // 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
+                // Create the Planner task
-    const groupId = process.env.PLANNER_GROUP_ID;
+      const groupId = activeConfig.plannerGroupId;
-    const planId = process.env.PLANNER_PLAN_ID;
+      const planId = activeConfig.plannerPlanId;
-    const bucketId = process.env.PLANNER_BUCKET_ID;
+      const bucketId = activeConfig.plannerBucketId;
 
-    if (!groupId || !planId || !bucketId) {
+      if (!groupId || !planId || !bucketId) {
-      throw new Error('Missing Planner configuration: PLANNER_GROUP_ID, PLANNER_PLAN_ID, or PLANNER_BUCKET_ID');
+        throw new Error('Missing Planner configuration in activeConfig');
-    }
+      }
 
     const newTask = await client.api('/planner/tasks').post({
-      planId,
+        planId,
-      bucketId,
+        bucketId,
-      title,
+        title,
-      assignments: {
+        assignments: {
-        [assigneeId]: {
+          [assigneeId]: {
-          '@odata.type': 'microsoft.graph.plannerAssignment',
+            '@odata.type': 'microsoft.graph.plannerAssignment',
-          orderHint: ' !',
+            orderHint: ' !',
+          },
         },
-      },
+        ...(dueDateObj ? { dueDateTime: dueDateObj } : {}),
-      ...(dueDateObj ? { dueDateTime: dueDateObj } : {}),
+      });
+
+      console.log(`✓ Planner task created in Plan ID: ${planId}`);
+
+      console.log(`✓ Planner task created in Plan ID: ${planId}`);
+
+    // Build checklist object with unique IDs
+    const checklist: Record<string, { '@odata.type': string; title: string; isChecked: boolean; orderHint: string }> = {};
+    const checklistItems = ['Create Voxer Chat', 'Create Quickbooks', 'Upload plans'];
+    checklistItems.forEach((item, index) => {
+      const itemId = `checklist_${Date.now()}_${index}`;
+      checklist[itemId] = {
+        '@odata.type': 'microsoft.graph.plannerChecklistItem',
+        title: item,
+        isChecked: false,
+        orderHint: ` ${index}!`,
+      };
     });
 
-    // Set the Notes/Description via task details (match the working test script)
+    // Set the Notes/Description AND checklist via task details
     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}`);
@@ -439,8 +494,22 @@ async function createPlannerTask({
       .header('If-Match', detailsEtag)
       .patch({
         description: 'Move the new folder to the correct Job Pages folder.',
+        checklist: checklist,
       });
-    console.log(`[Planner] Successfully patched description`);
+    console.log(`[Planner] Successfully patched description and added ${checklistItems.length} checklist items`);
+
+    // Add "plum" label (category6) to task
+    const taskForLabel = await client.api(`/planner/tasks/${newTask.id}`).get();
+    const taskEtag = taskForLabel['@odata.etag'];
+    await client
+      .api(`/planner/tasks/${newTask.id}`)
+      .header('If-Match', taskEtag)
+      .patch({
+        appliedCategories: {
+          category6: true,
+        },
+      });
+    console.log(`[Planner] Added plum label to task`);
 
     console.log(`✓ Planner task created: "${title}" assigned to ${assigneeName}`);
     return { success: true, taskId: newTask.id, title };
@@ -518,7 +587,7 @@ async function addToExcel(record: any, pbId: string) {
       
       // Job_Full_Name: CONCAT(Job_Name, " - ", Job_Address, " - ", Company_Client)
       if (colLower === 'job_full_name') {
-        return '=CONCATENATE([@[Job_Name]]," ",[@[Job_Address]]," ",[@[Company_Client]])';
+        return calculateJobFullName(record);
       }
       
       // Due_Date_Counter: Status-aware due date counter (ASAP, Passed due, Due today, X days)
@@ -648,6 +717,7 @@ async function updateExcelFolderLink(pbId: string, link: string) {
 
 // API endpoint to submit job
 app.post('/api/submit', async (c) => {
+  const pbCollection = activeConfig.pbCollection;
   let data: any;
   try {
     data = await c.req.json();
@@ -693,10 +763,43 @@ app.post('/api/submit', async (c) => {
     if (dueIso) data.Due_Date = dueIso;
     if (startIso) data.Start_Date = startIso;
 
-    // Address and Job_Name are optional; trim but do not validate
+    // Address validation: require plausible address, coordinates, OR Address_Notes provided
-    data.Job_Address = (data.Job_Address || '').toString().trim();
+    const addr = (data.Job_Address || '').toString().trim();
-    data.Address_Notes = (data.Address_Notes || '').toString().trim();
+    const addrNotes = (data.Address_Notes || '').toString().trim();
-    data.Job_Name = (data.Job_Name || '').toString().trim();
+    
+    // Check if it looks like coordinates: pattern "lat, lon" or "lat,lon"
+    const coordPattern = /^-?\d+\.?\d*\s*,\s*-?\d+\.?\d*$/;
+    const isCoordinates = coordPattern.test(addr);
+    
+    // Check if it looks like a real address: has digit(s) and letter(s), at least 5 chars
+    const hasDigit = /\d/.test(addr);
+    const hasAlpha = /[A-Za-z]/.test(addr);
+    const isAddress = addr.length >= 5 && hasDigit && hasAlpha;
+    
+    const addressLooksValid = isCoordinates || isAddress;
+    if (!addressLooksValid && addrNotes.length < 5) {
+      return c.json({
+        success: false,
+        message: 'Provide a real address (e.g., 123 Main St, City, State), coordinates (e.g., 34.0522, -118.2437), or enter directions in Address Notes.'
+      }, 400);
+    }
+    data.Job_Address = addr;
+    data.Address_Notes = addrNotes;
+
+// Job name validation: must be at least 4 characters, contain letters, not symbols-only, not "n/a"
+    const jobName = (data.Job_Name || '').toString().trim();
+    const invalidLiterals = ['n/a', 'na', 'n.a.', 'n\\a', 'none'];
+    const onlySymbols = /^[^A-Za-z0-9]+$/.test(jobName);
+    const hasLetters = /[A-Za-z]/.test(jobName);
+    const isInvalidLiteral = invalidLiterals.includes(jobName.toLowerCase());
+    const isLongEnough = jobName.length >= 4 || jobName.toUpperCase() === "UNK";
+    if (!isLongEnough || (!hasLetters && jobName.toUpperCase() !== "UNK") || onlySymbols || isInvalidLiteral) {
+      return c.json({
+        success: false,
+        message: 'Job name must be at least 4 characters with letters (no symbols-only, no N/A).'
+        }, 400);
+      }
+      data.Job_Name = jobName;
 
     // Enforce Job_Type and Job_Division selection
     const jobType = (data.Job_Type || '').toString().trim();
@@ -709,7 +812,7 @@ app.post('/api/submit', async (c) => {
     }
 
     // Get all existing job numbers and find the max
-    const existingJobs = await pb.collection(process.env.PB_COLLECTION!).getFullList({
+    const existingJobs = await pb.collection(activeConfig.pbCollection).getFullList({
       fields: 'Job_Number',
       sort: '-created',
     });
@@ -730,7 +833,7 @@ app.post('/api/submit', async (c) => {
     delete data.pbToken;
 
     // Create the record in PocketBase as the authenticated user
-    const record = await pb.collection(process.env.PB_COLLECTION!).create(data);
+    const record = await pb.collection(activeConfig.pbCollection).create(data);
     console.log(`✓ Created PocketBase record with Job_Number: ${newJobNumber}, ID: ${record.id}`);
 
     // Persist calculated fields to PocketBase immediately after creation
@@ -740,7 +843,7 @@ app.post('/api/submit', async (c) => {
       const voxerLinkVal = calculateVoxerLink(record);
       const jobCodesVal = calculateJobCodes(record);
 
-      await pb.collection(process.env.PB_COLLECTION!).update(record.id, {
+      await pb.collection(activeConfig.pbCollection).update(record.id, {
         Job_Full_Name: fullName,
         Job_QB_Link: qbLink,
         Voxer_Link: voxerLinkVal,
@@ -810,7 +913,7 @@ app.post('/api/submit', async (c) => {
     try {
       const dueStatic = calculateDueDateCounter(record);
       const activeStatic = calculateActive(record);
-      await pb.collection(process.env.PB_COLLECTION!).update(record.id, {
+      await pb.collection(activeConfig.pbCollection).update(record.id, {
         Job_Folder_Link: jobFolderLink || '',
         Due_Date_Counter: dueStatic,
         Active: activeStatic
@@ -1124,6 +1227,9 @@ app.post('/api/test-teams-webhook', async (c) => {
   return c.json({ success: ok, status: resp.status, body: text });
 });
 
+// Serve static files from frontend directory
+app.use('/*', serveStatic({ root: './frontend' }));
+
 const PORT = Number(process.env.PORT || 3020);
 
 console.log(`Job Creation with Excel Sync server running at http://localhost:${PORT}`);