v1.0.0-beta3a: make Job_Name and Job_Address optional, allow blank phone, add Timothy Cardoza to Office_Rep, comment out Job_Size_Guess fields

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 4000) and added guidance for restarts after env changes.
+  - Confirmed service listens on `PORT` (default 3020) 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

@@ -1,42 +0,0 @@
-# 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-beta2
+> Current Version: v1.0.0-beta3a
 
 See CHANGELOG.md for release notes.
 
@@ -48,7 +48,7 @@ ITEM_ID=01SPNXLDQRICHB63BFUNGKZ3GE6RL7LGBT
 EXCEL_TABLE=/drives/.../tables/Test_Table
 
 # Server
-PORT=4000
+PORT=3020
 ```
 
 ## Installation
@@ -67,7 +67,7 @@ Start the server:
 bun run dev
 ```
 
-Server runs at: http://localhost:4000
+Server runs at: http://localhost:3020
 
 ## 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 <span class="text-red-600">*</span>
+              Job Name
             </label>
-            <input type="text" id="Job_Name" name="Job_Name" required placeholder="Enter job name" autocomplete="off" value="unk"
+            <input type="text" id="Job_Name" name="Job_Name" placeholder="Enter job name" 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">
-            <p class="text-xs text-gray-500 mt-1">Use a descriptive name (no symbols-only, no N/A).</p>
+            <p class="text-xs text-gray-500 mt-1">Optional. Provide if known.</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" checked autocomplete="off">
+                <input type="radio" id="jobTypeFX" name="Job_Type" value="FX" class="w-4 h-4 text-primary focus:ring-primary" 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" checked>
+                <input type="radio" id="divisionR" name="Job_Division" value="R#" class="w-4 h-4 text-primary focus:ring-primary">
                 <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" value="Tester"
+            <input type="text" id="Company_Client" name="Company_Client" placeholder="Enter company or client name" autocomplete="organization"
               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" value="Tester"
+            <input type="text" id="Contact_Person" name="Contact_Person" placeholder="Enter contact person" autocomplete="name"
               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" value="(111) 111-1111"
+            <input type="tel" id="Phone_Number" name="Phone_Number" placeholder="(###) ###-####" autocomplete="tel"
               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">Use format (###) ###-####. Extension can go in EXT.</p>
+            <p class="text-xs text-gray-500 mt-1">Optional. 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" value="test@test"
+            <input type="email" id="Email" name="Email" placeholder="Enter email address" autocomplete="email"
               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" value="123"
+            <input type="text" id="EXT" name="EXT" placeholder="Extension" 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">
           </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" value="(222) 222-2222"
+            <input type="text" id="Fax" name="Fax" placeholder="Fax number" 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">
           </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">testing</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"></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" value="123 Main St. Los Angeles, CA"
+              <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"
                 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">
@@ -237,9 +237,10 @@
             </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>Select office rep</option>
+              <option value="" disabled selected>Select office rep</option>
-              <option value="Beth Cardoza" selected>Beth Cardoza</option>
+              <option value="Beth Cardoza">Beth Cardoza</option>
               <option value="Steve Brewer">Steve Brewer</option>
+              <option value="Timothy Cardoza">Timothy Cardoza</option>
             </select>
           </div>
           
@@ -247,8 +248,8 @@
             <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>Select estimator</option>
+              <option value="" disabled selected>Select estimator</option>
-              <option value="Beth Cardoza" selected>Beth Cardoza</option>
+              <option value="Beth Cardoza">Beth Cardoza</option>
               <option value="Steve Brewer">Steve Brewer</option>
               <option value="Timothy Cardoza">Timothy Cardoza</option>
             </select>
@@ -260,9 +261,9 @@
             <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>Select project manager</option>
+              <option value="" disabled selected>Select project manager</option>
               <option value="Dave">Dave</option>
-              <option value="Rick" selected>Rick</option>
+              <option value="Rick">Rick</option>
               <option value="Eddie">Eddie</option>
               <option value="Steve">Steve</option>
               <option value="Timothy">Timothy</option>
@@ -279,7 +280,7 @@
         <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" value="1/1/26">
+            <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">
             <p class="text-xs text-gray-500 mt-1">Estimated date work will start.</p>
           </div>
         </div>
@@ -290,10 +291,10 @@
             <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>Select confidence level</option>
+              <option value="" disabled selected>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)" selected>3 (Start Date)</option>
+              <option value="3 (Start Date)">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>
@@ -309,13 +310,13 @@
         <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" value="1/6/26">
+            <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">
             <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" value="1:00 PM"
+            <input type="text" id="Due_Time" name="Due_Time" list="due-time-options" placeholder="Select or type" 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">
             <datalist id="due-time-options">
               <option value="5:00 AM"></option>
@@ -354,7 +355,7 @@
             <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" checked autocomplete="off">
+                <input type="radio" id="sourceRequested" name="Due_Date_Source" value="Requested" class="w-4 h-4 text-primary focus:ring-primary" autocomplete="off">
                 <span class="text-sm">Requested</span>
               </label>
               <label class="flex items-center gap-2 cursor-pointer">
@@ -374,7 +375,7 @@
           <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">testing notes</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"></textarea>
           </div>
         </div>
       </div>
@@ -391,32 +392,37 @@
               Tax Exempt <span class="text-red-600">*</span>
             </label>
             <div class="flex flex-wrap gap-4">
-              <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" checked autocomplete="off">
-                <span class="text-sm">No</span>
-              </label>
               <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">
                 <span class="text-sm">Yes</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">
+                <span class="text-sm">No</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)" value="1"
+            <input type="text" id="Job_Size_Guess" name="Job_Size_Guess" placeholder="$0,000.00 (guess)"
               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." value="me"
+            <input type="text" id="Job_Size_Guess_Source" name="Job_Size_Guess_Source" placeholder="Estimator, Rick, PM, etc."
               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
@@ -530,12 +536,11 @@
 
     // 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 (jobName && officeRep && taxExempt) {
+      if (officeRep && taxExempt) {
         submitBtn.disabled = false;
       } else {
         submitBtn.disabled = true;
@@ -585,29 +590,8 @@
     }
 
     // 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();
@@ -658,49 +642,22 @@
       }
     });
 
-    // Job Address field: validate address or coordinates on blur
+    // No validation on Job Address blur (optional)
-    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);
 
-    // Job Size Guess: format as USD on blur
+    // FUTURE: Job Size Guess formatter (when field is re-enabled)
-    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;
-        // Keep only digits and one decimal point
+    //     const cleaned = raw.replace(/[^0-9.]/g, '').replace(/(\..*?)\./g, '$1');
-        const cleaned = raw.replace(/[^0-9.]/g, '').replace(/(\..*?)\./g, '$1');
+    //     const num = parseFloat(cleaned);
-        const num = parseFloat(cleaned);
+    //     if (isNaN(num)) return;
-        if (isNaN(num)) return;
+    //     e.target.value = num.toLocaleString('en-US', { style: 'currency', currency: 'USD', minimumFractionDigits: 2, maximumFractionDigits: 2 });
-        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();
@@ -749,23 +706,11 @@
         return;
       }
 
-      // Enforce phone format (###) ###-####; reject otherwise
+      // FUTURE: Phone number format coercion
-      const phoneRaw = (data.Phone_Number || '').toString();
+      // When re-enabled, enforce strict format: (###) ###-#### or "Unknown" (or blank to allow)
-      const isUnknown = phoneRaw.toLowerCase() === 'unknown';
+      // Currently: Phone is optional, no validation on submit
-      if (!isUnknown) {
+      const phoneRaw = (data.Phone_Number || '').toString().trim();
-        const digits = phoneRaw.replace(/\D/g, '').slice(0, 10);
+      data.Phone_Number = phoneRaw; // Accept as-is if provided, or empty if blank
-        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;
@@ -790,49 +735,10 @@
         data.Start_Date = formatDateToShort(data.Start_Date);
       }
 
-      // Address validation: require plausible address, coordinates, OR Address_Notes
+      // Address and Job Name: optional, no validation
-      const addr = (data.Job_Address || '').toString().trim();
+      data.Job_Address = (data.Job_Address || '').toString().trim();
-      const addrNotes = (data.Address_Notes || '').toString().trim();
+      data.Address_Notes = (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) {
@@ -840,7 +746,7 @@
       }
       
       try {
-        const response = await fetch('http://localhost:3020/api/submit', {
+        const response = await fetch('/api/submit', {
           method: 'POST',
           headers: {
             'Content-Type': 'application/json',
@@ -955,35 +861,9 @@
   </script>
 
   <!-- Version Info -->
-  <div class="fixed bottom-4 right-4 text-xs text-gray-400 flex items-center gap-2">
+  <div class="fixed bottom-4 right-4 text-xs text-gray-400">
-    <span id="env-badge" class="hidden px-1.5 py-0.5 rounded-sm font-semibold uppercase tracking-wider text-[10px]"></span>
+    v1.0.0-beta3a
-    <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

@@ -1,74 +0,0 @@
-
-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

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

server.ts

@@ -1,5 +1,4 @@
 import { config } from 'dotenv';
-
 import { Hono } from 'hono';
 import { serveStatic } from 'hono/bun';
 import { cors } from 'hono/cors';
@@ -14,50 +13,7 @@ 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
@@ -293,7 +249,13 @@ 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 {
-  return activeConfig.excelTable;
+  const nameFromSimpleEnv = process.env.EXCEL_TABLE_NAME?.trim();
+  if (nameFromSimpleEnv) return nameFromSimpleEnv;
+
+  const nameFromPath = process.env.EXCEL_TABLE?.split('/tables/').pop()?.trim();
+  if (nameFromPath) return nameFromPath;
+
+  return 'Test_Table';
 }
 
 // ============================================================================
@@ -311,7 +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.map(p => String(p).trim()).join(' - ').trim();
+  return parts.map(p => String(p).trim()).join(' ').trim();
 }
 
 /**
@@ -446,46 +408,29 @@ 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 = activeConfig.plannerGroupId;
+    const groupId = process.env.PLANNER_GROUP_ID;
-      const planId = activeConfig.plannerPlanId;
+    const planId = process.env.PLANNER_PLAN_ID;
-      const bucketId = activeConfig.plannerBucketId;
+    const bucketId = process.env.PLANNER_BUCKET_ID;
 
-      if (!groupId || !planId || !bucketId) {
+    if (!groupId || !planId || !bucketId) {
-        throw new Error('Missing Planner configuration in activeConfig');
+      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,
+      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 AND checklist via task details
+    // 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}`);
@@ -494,22 +439,8 @@ 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 and added ${checklistItems.length} checklist items`);
+    console.log(`[Planner] Successfully patched description`);
-
-    // Add "plum" label (category6) to task
-    const taskForLabel = await client.api(`/planner/tasks/${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 };
@@ -587,7 +518,7 @@ async function addToExcel(record: any, pbId: string) {
       
       // Job_Full_Name: CONCAT(Job_Name, " - ", Job_Address, " - ", Company_Client)
       if (colLower === 'job_full_name') {
-        return calculateJobFullName(record);
+        return '=CONCATENATE([@[Job_Name]]," ",[@[Job_Address]]," ",[@[Company_Client]])';
       }
       
       // Due_Date_Counter: Status-aware due date counter (ASAP, Passed due, Due today, X days)
@@ -717,7 +648,6 @@ 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();
@@ -763,43 +693,10 @@ app.post('/api/submit', async (c) => {
     if (dueIso) data.Due_Date = dueIso;
     if (startIso) data.Start_Date = startIso;
 
-    // Address validation: require plausible address, coordinates, OR Address_Notes provided
+    // Address and Job_Name are optional; trim but do not validate
-    const addr = (data.Job_Address || '').toString().trim();
+    data.Job_Address = (data.Job_Address || '').toString().trim();
-    const addrNotes = (data.Address_Notes || '').toString().trim();
+    data.Address_Notes = (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();
@@ -812,7 +709,7 @@ app.post('/api/submit', async (c) => {
     }
 
     // Get all existing job numbers and find the max
-    const existingJobs = await pb.collection(activeConfig.pbCollection).getFullList({
+    const existingJobs = await pb.collection(process.env.PB_COLLECTION!).getFullList({
       fields: 'Job_Number',
       sort: '-created',
     });
@@ -833,7 +730,7 @@ app.post('/api/submit', async (c) => {
     delete data.pbToken;
 
     // Create the record in PocketBase as the authenticated user
-    const record = await pb.collection(activeConfig.pbCollection).create(data);
+    const record = await pb.collection(process.env.PB_COLLECTION!).create(data);
     console.log(`✓ Created PocketBase record with Job_Number: ${newJobNumber}, ID: ${record.id}`);
 
     // Persist calculated fields to PocketBase immediately after creation
@@ -843,7 +740,7 @@ app.post('/api/submit', async (c) => {
       const voxerLinkVal = calculateVoxerLink(record);
       const jobCodesVal = calculateJobCodes(record);
 
-      await pb.collection(activeConfig.pbCollection).update(record.id, {
+      await pb.collection(process.env.PB_COLLECTION!).update(record.id, {
         Job_Full_Name: fullName,
         Job_QB_Link: qbLink,
         Voxer_Link: voxerLinkVal,
@@ -913,7 +810,7 @@ app.post('/api/submit', async (c) => {
     try {
       const dueStatic = calculateDueDateCounter(record);
       const activeStatic = calculateActive(record);
-      await pb.collection(activeConfig.pbCollection).update(record.id, {
+      await pb.collection(process.env.PB_COLLECTION!).update(record.id, {
         Job_Folder_Link: jobFolderLink || '',
         Due_Date_Counter: dueStatic,
         Active: activeStatic
@@ -1227,9 +1124,6 @@ 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}`);