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

fix: send Teams adaptive card as string in webhook payload (card) to satisfy flowbot parser
feat: add Power Automate webhook integration for job notifications with task creation support
2025-12-20 18:51:01 +00:00 · 2025-12-20 05:54:17 +00:00 · 2025-12-20 05:38:15 +00:00 · 2025-12-20 05:16:39 +00:00 · 2025-12-20 04:56:16 +00:00 · 2025-12-19 22:04:59 +00:00
13 changed files with 1151 additions and 7 deletions
@@ -0,0 +1,35 @@
+# Changelog
+
+All notable changes to this project will be documented in this file.
+
+## v1.0.0-beta3 - 2025-12-20
+
+- Teams Notifications
+  - Fixed webhook 400 error by adding `contentUrl: null` to Adaptive Card attachment payload.
+  - Reformatted card from FactSet to TextBlocks with markdown bold labels (`**Label:** value`) and `spacing: 'None'` for compact rows.
+  - Added timestamp to notification card.
+  - Removed folder button/actions from card - notifications now show job info only.
+  - Removed unused `buildMessageCard` function and simplified `buildAdaptiveCard`/`notifyTeamsChannel` signatures.
+- Excel Sync
+  - Fixed Active formula being overwritten: `updateExcelFolderLink` now uses Graph API `cell(row,column)` method to update only the Job_Folder_Link cell, preserving formulas in other columns.
+- Versioning
+  - Bumped `package.json` to `1.0.0-beta3`.
+
+## v1.0.0-beta2 - 2025-12-19
+
+- UI
+  - Reordered "Schedule & Dates": Start Date → Schedule Confidence → Due Date/Due Time → Due Date Source.
+  - Moved "Company & Contact Information" directly under "Basic Information".
+  - Updated footer version text to v1.0.0-beta2.
+- 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.
+- Excel Sync
+  - Addressed column mismatch errors by refreshing Excel table column cache on service restart; sync confirmed working.
+- Versioning
+  - Bumped `package.json` to `1.0.0-beta2` and created git tag `v1.0.0-beta2`.
+
+## v1.0.0-beta1 - 2025-12-15
+
+- Initial beta with form submission, PocketBase create, and Excel table sync.
@@ -1,5 +1,9 @@
 # Job Creation Form with Excel Sync

+> Current Version: v1.0.0-beta2
+
+See CHANGELOG.md for release notes.
+
 **Unified system** that combines job creation form with immediate Excel synchronization.

 ## Architecture
@@ -0,0 +1,94 @@
+# Job Folder Integration Module
+
+Automatically creates OneDrive folders with share links when PocketBase job records are created.
+
+## Installation
+
+```bash
+cd extracted-graph-logic
+bun install
+```
+
+## Integration
+
+### 1. Import in server.ts
+
+```typescript
+import { processNewJobRecord } from './extracted-graph-logic/post-record-integration.js';
+```
+
+### 2. Call after PocketBase record creation
+
+```typescript
+const graphToken = await getGraphToken();
+const folderResult = await processNewJobRecord(record, graphToken);
+
+if (folderResult.success) {
+  record.Job_Folder_Link = folderResult.shareLink || '';
+}
+
+await addToExcel(record, record.id);
+```
+
+## What It Does
+
+1. Receives PocketBase record + Graph API token
+2. Creates folder: `{Job_Number} - {Job_Name} - {Job_Address} - {Company_Client}`
+3. Creates "Managers Info" subfolder
+4. Generates organization-wide share link
+5. Returns folder details and link
+
+## Module Files
+
+- **post-record-integration.js** - Main entry point, exports processNewJobRecord()
+- **job-folder-integration.js** - Core Graph API logic, exports createJobFolderAndGetLink()
+- **config.js** - Production configuration:
+  - DRIVE_ID: b!9YOqqr2xM0G2DFBwMEJYY4UzQgocFddEtpLYWuS9_AtkCKl2q8yjQJteQ7Ti4QSx
+  - PARENT_ITEM_ID: 01SPNXLDW3Y56HAWK5CNAJ4YJLLSQCUCJ7
+  - CLIENT_ID: 3c846e71-9609-40e1-b458-0eb805e21b9f
+- **package.json** - Dependencies (node-fetch@2.7.0)
+
+## Return Values
+
+### On Success
+```javascript
+{
+  success: true,
+  jobNumber: "12345",
+  jobFullName: "New Construction - 123 Main St - ABC Corp",
+  shareLink: "https://...",
+  mainFolderId: "...",
+  mainFolderName: "...",
+  subFolderId: "...",
+  folderPath: "..."
+}
+```
+
+### On Failure
+```javascript
+{
+  success: false,
+  error: "error message",
+  jobNumber: "12345",
+  shareLink: null
+}
+```
+
+## Configuration
+
+Edit config.js to change OneDrive location. Current values point to Cardoza Construction production SharePoint/OneDrive.
+
+## Error Handling
+
+- If folder creation fails, job is still created in PocketBase and synced to Excel
+- Share link will be null on failure
+- Errors logged with `[Job Folder Integration]` prefix
+
+## Dependencies
+
+- node-fetch@2.7.0 (for Graph API calls)
+- Graph API token from your server
+
+## Status
+
+Production-ready. Uses actual OneDrive/SharePoint IDs from Job Creation Form environment.
@@ -0,0 +1,62 @@
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+  "configVersion": 1,
+  "workspaces": {
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+      "dependencies": {
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+        "node-fetch": "^2.7.0",
+      },
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+
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+    "xml": ["xml@1.0.1", "", {}, "sha512-huCv9IH9Tcf95zuYCsQraZtWnJvBtLVE0QHMOs8bWyZAFZNDcYjsPq1nEx8jKA9y+Beo9v+7OBPRisQTjinQMw=="],
+
+    "xml-js": ["xml-js@1.6.11", "", { "dependencies": { "sax": "^1.2.4" }, "bin": { "xml-js": "./bin/cli.js" } }, "sha512-7rVi2KMfwfWFl+GpPg6m80IVMWXLRjO+PxTq7V2CDhoGak0wzYzFgUY2m4XJ47OGdXd8eLE8EmwfAmdjw7lC1g=="],
+  }
+}
@@ -0,0 +1,14 @@
+// SharePoint/OneDrive Configuration
+// These IDs specify where folders and files will be created
+
+const DRIVE_ID = "b!9YOqqr2xM0G2DFBwMEJYY4UzQgocFddEtpLYWuS9_AtkCKl2q8yjQJteQ7Ti4QSx";
+const PARENT_ITEM_ID = "01SPNXLDW3Y56HAWK5CNAJ4YJLLSQCUCJ7";
+
+// Azure AD App Configuration
+const CLIENT_ID = "3c846e71-9609-40e1-b458-0eb805e21b9f";
+
+module.exports = {
+  DRIVE_ID,
+  PARENT_ITEM_ID,
+  CLIENT_ID
+};
@@ -0,0 +1,358 @@
+// Job Folder Integration Module
+// This module handles folder creation and share link capture after PocketBase record creation
+// Uses the same Graph API token from the server to avoid re-authentication
+
+const { DRIVE_ID, PARENT_ITEM_ID } = require('./config');
+const { Document, Packer, Paragraph, HeadingLevel, TextRun, convertInchesToTwip } = require('docx');
+
+/**
+ * Creates a manager info document template
+ * @param {string} jobNumber - Job number
+ * @param {string} jobName - Job name
+ * @param {Object} record - Full job record with all data
+ * @returns {Promise<Buffer>} Word document buffer
+ */
+async function createManagerInfoDocument(jobNumber, jobName, record) {
+  // Extract fields from record, with fallbacks
+  const jobAddress = record.Job_Address || record.job_address || '';
+  const companyClient = record.Company_Client || record.company_client || '';
+  const jobType = record.Job_Type || record.job_type || '';
+  const jobDivision = record.Job_Division || record.job_division || '';
+  const contactPerson = record.Contact_Person || record.contact_person || '';
+  const phoneNumber = record.Phone_Number || record.phone_number || '';
+  const jobStatus = record.Job_Status || record.job_status || '';
+
+  const doc = new Document({
+    sections: [{
+      properties: {},
+      children: [
+        // Header: Job # and Name
+        new Paragraph({
+          text: `Job # ${jobNumber}`,
+          heading: HeadingLevel.HEADING_1,
+          spacing: { after: 0 }
+        }),
+        new Paragraph({
+          text: `Name: ${jobName}`,
+          heading: HeadingLevel.HEADING_1,
+          spacing: { after: 200 }
+        }),
+
+        // Project Info section
+        new Paragraph({
+          text: 'Project Info',
+          heading: HeadingLevel.HEADING_2,
+          spacing: { before: 200, after: 100 }
+        }),
+        new Paragraph({
+          children: [
+            new TextRun({ text: 'Job Name: ' }),
+            new TextRun({ text: jobName, underline: {} })
+          ],
+          spacing: { after: 50 }
+        }),
+        new Paragraph({
+          children: [
+            new TextRun({ text: 'Job Address: ' }),
+            new TextRun({ text: jobAddress, underline: {} })
+          ],
+          spacing: { after: 50 }
+        }),
+        new Paragraph({
+          children: [
+            new TextRun({ text: 'Job Division: ' }),
+            new TextRun({ text: jobDivision, underline: {} })
+          ],
+          spacing: { after: 50 }
+        }),
+        new Paragraph({
+          children: [
+            new TextRun({ text: 'Customer/Client Name: ' }),
+            new TextRun({ text: companyClient, underline: {} })
+          ],
+          spacing: { after: 50 }
+        }),
+        new Paragraph({
+          children: [
+            new TextRun({ text: 'Job Type: ' }),
+            new TextRun({ text: jobType, underline: {} })
+          ],
+          spacing: { after: 50 }
+        }),
+        new Paragraph({
+          children: [
+            new TextRun({ text: 'Job Status: ' }),
+            new TextRun({ text: jobStatus, underline: {} })
+          ],
+          spacing: { after: 200 }
+        }),
+
+        // Estimates Information section
+        new Paragraph({
+          text: 'Estimates Information',
+          heading: HeadingLevel.HEADING_2,
+          spacing: { before: 200, after: 100 }
+        }),
+        new Paragraph({
+          text: 'Scope: _________________________________',
+          spacing: { after: 50 }
+        }),
+        new Paragraph({
+          text: 'Main Vendors: _________________________________',
+          spacing: { after: 50 }
+        }),
+        new Paragraph({
+          text: 'Estimate Cost: _________________________________',
+          spacing: { after: 200 }
+        }),
+
+        // Schedule section
+        new Paragraph({
+          text: 'Schedule',
+          heading: HeadingLevel.HEADING_2,
+          spacing: { before: 200, after: 100 }
+        }),
+        new Paragraph({
+          text: 'Expected Start Date: _________________________________',
+          spacing: { after: 50 }
+        }),
+        new Paragraph({
+          text: 'Actual Start Date: _________________________________',
+          spacing: { after: 50 }
+        }),
+        new Paragraph({
+          text: 'Estimated End Date: _________________________________',
+          spacing: { after: 200 }
+        }),
+
+        // Main Contacts section
+        new Paragraph({
+          text: 'Main Contacts',
+          heading: HeadingLevel.HEADING_2,
+          spacing: { before: 200, after: 100 }
+        }),
+        new Paragraph({
+          text: 'Project Manager (Name / Phone / Email):',
+          spacing: { after: 50 }
+        }),
+        new Paragraph({
+          text: `${contactPerson}${phoneNumber ? ' / ' + phoneNumber : ''}`,
+          spacing: { after: 100 }
+        }),
+        new Paragraph({
+          text: 'Superintendent (Name / Phone / Email):',
+          spacing: { after: 50 }
+        }),
+        new Paragraph({
+          text: '_________________________________________________________________',
+          spacing: { after: 100 }
+        }),
+        new Paragraph({
+          text: 'Assistant/Coordinator (Name / Phone / Email):',
+          spacing: { after: 50 }
+        }),
+        new Paragraph({
+          text: '_________________________________________________________________',
+          spacing: { after: 100 }
+        }),
+        new Paragraph({
+          text: 'Billing Manager (Name / Phone / Email):',
+          spacing: { after: 50 }
+        }),
+        new Paragraph({
+          text: '_________________________________________________________________',
+          spacing: { after: 200 }
+        }),
+
+        // Job Notes & Key Info section
+        new Paragraph({
+          text: 'Job Notes & Key Info',
+          heading: HeadingLevel.HEADING_2,
+          spacing: { before: 200, after: 100 }
+        }),
+        new Paragraph({
+          text: '_________________________________________________________________',
+          spacing: { after: 50 }
+        }),
+        new Paragraph({
+          text: '_________________________________________________________________',
+          spacing: { after: 50 }
+        }),
+        new Paragraph({
+          text: '_________________________________________________________________',
+          spacing: { after: 50 }
+        }),
+        new Paragraph({
+          text: '_________________________________________________________________',
+          spacing: { after: 50 }
+        }),
+        new Paragraph({
+          text: '_________________________________________________________________',
+          spacing: { after: 50 }
+        }),
+        new Paragraph({
+          text: '_________________________________________________________________',
+          spacing: { after: 50 }
+        }),
+        new Paragraph({
+          text: '_________________________________________________________________',
+          spacing: { after: 50 }
+        })
+      ]
+    }]
+  });
+
+  return await Packer.toBuffer(doc);
+}
+
+/**
+ * Creates a job folder structure in OneDrive/SharePoint and returns the share link
+ * @param {string} accessToken - Graph API access token (from server's token flow)
+ * @param {string} jobNumber - Job number (e.g., "12345")
+ * @param {string} jobFullName - Full job name calculated from form data
+ * @param {Object} record - Full job record with all data
+ * @returns {Promise<Object>} Result with folder IDs and share link
+ */
+async function createJobFolderAndGetLink(accessToken, jobNumber, jobFullName, record) {
+  try {
+    // 1) Create main folder under configured parent
+    const mainFolderName = `${jobNumber} - ${jobFullName}`;
+    const createFolderEndpoint = `https://graph.microsoft.com/v1.0/drives/${DRIVE_ID}/items/${PARENT_ITEM_ID}/children`;
+    
+    console.log(`[Job Folder Integration] Creating main folder: ${mainFolderName}`);
+    const folderResp = await fetch(createFolderEndpoint, {
+      method: 'POST',
+      headers: { 
+        'Authorization': `Bearer ${accessToken}`, 
+        'Content-Type': 'application/json' 
+      },
+      body: JSON.stringify({ 
+        name: mainFolderName, 
+        folder: {}, 
+        "@microsoft.graph.conflictBehavior": "rename" 
+      })
+    });
+    
+    const folderData = await folderResp.json();
+    console.log(`[Job Folder Integration] Create folder response:`, { 
+      status: folderResp.status, 
+      folderId: folderData.id,
+      folderName: folderData.name 
+    });
+    
+    if (!folderResp.ok) {
+      throw new Error(`Create main folder failed: ${JSON.stringify(folderData)}`);
+    }
+    
+    const mainFolderId = folderData.id;
+
+    // 2) Create subfolder "Managers Info"
+    console.log('[Job Folder Integration] Creating subfolder: Managers Info');
+    const subFolderResp = await fetch(
+      `https://graph.microsoft.com/v1.0/drives/${DRIVE_ID}/items/${mainFolderId}/children`, 
+      {
+        method: 'POST',
+        headers: { 
+          'Authorization': `Bearer ${accessToken}`, 
+          'Content-Type': 'application/json' 
+        },
+        body: JSON.stringify({ 
+          name: 'Managers Info', 
+          folder: {}, 
+          "@microsoft.graph.conflictBehavior": "rename" 
+        })
+      }
+    );
+    
+    const subFolderData = await subFolderResp.json();
+    console.log('[Job Folder Integration] Create subfolder response:', { 
+      status: subFolderResp.status, 
+      subfolderId: subFolderData.id 
+    });
+    
+    if (!subFolderResp.ok) {
+      throw new Error(`Create subfolder failed: ${JSON.stringify(subFolderData)}`);
+    }
+    
+    const subFolderId = subFolderData.id;
+
+    // 3) Create and upload Manager Info document to Managers Info subfolder
+    console.log('[Job Folder Integration] Creating and uploading Manager Info document');
+    try {
+      const docBuffer = await createManagerInfoDocument(jobNumber, jobFullName, record);
+      const uploadResp = await fetch(
+        `https://graph.microsoft.com/v1.0/drives/${DRIVE_ID}/items/${subFolderId}:/${jobNumber} - Manager Info.docx:/content`,
+        {
+          method: 'PUT',
+          headers: {
+            'Authorization': `Bearer ${accessToken}`,
+            'Content-Type': 'application/vnd.openxmlformats-officedocument.wordprocessingml.document'
+          },
+          body: docBuffer
+        }
+      );
+
+      if (!uploadResp.ok) {
+        const errorData = await uploadResp.text();
+        console.warn('[Job Folder Integration] Failed to upload Manager Info document:', { 
+          status: uploadResp.status, 
+          error: errorData 
+        });
+      } else {
+        console.log('[Job Folder Integration] ✓ Manager Info document uploaded successfully');
+      }
+    } catch (docError) {
+      console.warn('[Job Folder Integration] Error creating/uploading Manager Info document:', docError);
+    }
+
+    // 4) Create share link for the main folder
+    console.log('[Job Folder Integration] Creating share link for main folder');
+    const shareResp = await fetch(
+      `https://graph.microsoft.com/v1.0/drives/${DRIVE_ID}/items/${mainFolderId}/createLink`, 
+      {
+        method: 'POST',
+        headers: { 
+          'Authorization': `Bearer ${accessToken}`, 
+          'Content-Type': 'application/json' 
+        },
+        body: JSON.stringify({ 
+          type: 'view', 
+          scope: 'organization' 
+        })
+      }
+    );
+    
+    const shareData = await shareResp.json();
+    console.log('[Job Folder Integration] Share link response:', { 
+      status: shareResp.status, 
+      hasLink: !!shareData.link?.webUrl 
+    });
+
+    if (!shareResp.ok) {
+      throw new Error(`Create share link failed: ${JSON.stringify(shareData)}`);
+    }
+
+    const shareLink = shareData.link && shareData.link.webUrl ? shareData.link.webUrl : null;
+
+    console.log(`[Job Folder Integration] ✓ Successfully created folder structure and share link`);
+    console.log(`[Job Folder Integration] Share link: ${shareLink}`);
+
+    return {
+      success: true,
+      mainFolderId,
+      mainFolderName,
+      subFolderId,
+      shareLink,
+      folderPath: mainFolderName
+    };
+
+  } catch (error) {
+    console.error('[Job Folder Integration] Error in createJobFolderAndGetLink:', error);
+    throw error;
+  }
+}
+
+module.exports = {
+  createJobFolderAndGetLink,
+  createManagerInfoDocument
+};
@@ -0,0 +1,21 @@
+{
+  "name": "job-folder-graph-integration",
+  "version": "1.0.0",
+  "description": "Microsoft Graph integration for job folder creation and management",
+  "main": "post-record-integration.js",
+  "scripts": {
+    "test": "node example-usage.js"
+  },
+  "dependencies": {
+    "node-fetch": "^2.7.0",
+    "docx": "^8.5.0"
+  },
+  "keywords": [
+    "microsoft-graph",
+    "onedrive",
+    "sharepoint",
+    "folder-management"
+  ],
+  "author": "Cardoza Construction",
+  "license": "MIT"
+}
@@ -0,0 +1,84 @@
+// Post-Record Integration Module
+// Handles all post-PocketBase record creation tasks:
+// 1. Captures form data and Job_Number from the created PB record
+// 2. Creates folder structure in OneDrive using the same Graph token
+// 3. Captures share link from created folder
+// 4. Returns the share link to be added to Excel row
+
+const { createJobFolderAndGetLink } = require('./job-folder-integration');
+
+/**
+ * Processes a newly created PocketBase record by:
+ * - Creating corresponding folder structure in OneDrive
+ * - Capturing the share link for the folder
+ * 
+ * @param {Object} record - The PocketBase record that was just created
+ * @param {string} accessToken - Graph API access token (from server)
+ * @returns {Promise<Object>} Result with share link and folder info
+ */
+async function processNewJobRecord(record, accessToken) {
+  try {
+    console.log('[Post-Record Integration] Processing new job record:', {
+      jobNumber: record.Job_Number,
+      jobName: record.Job_Name,
+      recordId: record.id
+    });
+
+    // Extract required fields from the record
+    const jobNumber = record.Job_Number || record.job_number;
+    const jobName = record.Job_Name || record.job_name || '';
+    const jobAddress = record.Job_Address || record.job_address || '';
+    const companyClient = record.Company_Client || record.company_client || '';
+
+    // Calculate Job_Full_Name (same logic as in server.ts)
+    const parts = [jobName, jobAddress, companyClient].filter(p => p && String(p).trim());
+    const jobFullName = parts.join(' - ');
+
+    console.log('[Post-Record Integration] Calculated job full name:', jobFullName);
+
+    // Validate required fields
+    if (!jobNumber) {
+      throw new Error('Job_Number is required but was not found in record');
+    }
+
+    if (!jobFullName || jobFullName.trim() === '') {
+      throw new Error('Job_Full_Name could not be calculated from record data');
+    }
+
+    // Create folder and get share link
+    const folderResult = await createJobFolderAndGetLink(
+      accessToken,
+      jobNumber,
+      jobFullName,
+      record
+    );
+
+    console.log('[Post-Record Integration] ✓ Folder creation successful');
+    console.log('[Post-Record Integration] Share link:', folderResult.shareLink);
+
+    return {
+      success: true,
+      jobNumber,
+      jobFullName,
+      shareLink: folderResult.shareLink,
+      mainFolderId: folderResult.mainFolderId,
+      mainFolderName: folderResult.mainFolderName,
+      subFolderId: folderResult.subFolderId,
+      folderPath: folderResult.folderPath
+    };
+
+  } catch (error) {
+    console.error('[Post-Record Integration] Error processing new job record:', error);
+    
+    return {
+      success: false,
+      error: error.message,
+      jobNumber: record.Job_Number || record.job_number,
+      shareLink: null
+    };
+  }
+}
+
+module.exports = {
+  processNewJobRecord
+};
@@ -536,6 +536,15 @@
        const result = await response.json();
        
        if (result.success) {
+          // Log and display the folder link when available
+          if (result.jobFolderLink) {
+            console.log(`📁 Folder link: ${result.jobFolderLink}`);
+            const linkContainer = document.getElementById('folderLinkContainer');
+            if (linkContainer) {
+              linkContainer.innerHTML = `<a href="${result.jobFolderLink}" target="_blank" rel="noopener" class="text-blue-600 underline">Open job folder</a>`;
+              linkContainer.classList.remove('hidden');
+            }
+          }
          message.className = 'p-4 rounded-lg font-medium bg-green-50 text-green-700 border border-green-200';
          message.textContent = result.message;
          message.classList.remove('hidden');
@@ -556,6 +565,8 @@
  </script>

  <!-- Version Info -->
+  <!-- Folder link container -->
+  <div id="folderLinkContainer" class="fixed bottom-16 right-4 text-sm text-blue-600 hidden"></div>
  <div class="fixed bottom-4 right-4 text-xs text-gray-400">
    v1.0.0-beta2
  </div>
@@ -0,0 +1,7 @@
+nohup: ignoring input
+$ bun run server.ts
+[dotenv@17.2.3] injecting env (13) from ../secrets/.env -- tip: 🔄 add secrets lifecycle management: https://dotenvx.com/ops
+Job Creation with Excel Sync server running at http://localhost:4000
+Started development server: http://localhost:4000
+✓ Table cache initialized with 47 columns
+error: script "dev" was terminated by signal SIGTERM (Polite quit request)
@@ -0,0 +1,44 @@
+nohup: ignoring input
+[dotenv@17.2.3] injecting env (13) from ../secrets/.env -- tip: 📡 add observability to secrets: https://dotenvx.com/ops
+Job Creation with Excel Sync server running at http://localhost:4000
+Started development server: http://localhost:4000
+✓ Table cache initialized with 47 columns
+✓ Created PocketBase record with Job_Number: 4764, ID: 99oq6cdykiuoy2y
+✓ Updated PB with calculated fields (Full Name, QB, Voxer, Codes)
+✓ Synced to Excel (pb_id: 99oq6cdykiuoy2y)
+✓ Excel row created
+[Post-Record Integration] Processing new job record: {
+  jobNumber: "4764",
+  jobName: "Again",
+  recordId: "99oq6cdykiuoy2y",
+}
+[Post-Record Integration] Calculated job full name: Again - jlk - abs
+[Job Folder Integration] Creating main folder: 4764 - Again - jlk - abs
+[Job Folder Integration] Create folder response: {
+  status: 201,
+  folderId: "01SPNXLDT4VWRLN7EOKVCJBKYAUJD5WAZL",
+  folderName: "4764 - Again - jlk - abs",
+}
+[Job Folder Integration] Creating subfolder: Managers Info
+[Job Folder Integration] Create subfolder response: {
+  status: 201,
+  subfolderId: "01SPNXLDWATR7EERSJTJAIF2BT3V5NBKDM",
+}
+[Job Folder Integration] Creating and uploading Manager Info document
+[Job Folder Integration] ✓ Manager Info document uploaded successfully
+[Job Folder Integration] Creating share link for main folder
+[Job Folder Integration] Share link response: {
+  status: 201,
+  hasLink: true,
+}
+[Job Folder Integration] ✓ Successfully created folder structure and share link
+[Job Folder Integration] Share link: https://czflex.sharepoint.com/:f:/s/Team/IgB8raK2_I5VRJCrAKJH2wMrAbVvY7DZ4ctPRR_40vi5mJs
+[Post-Record Integration] ✓ Folder creation successful
+[Post-Record Integration] Share link: https://czflex.sharepoint.com/:f:/s/Team/IgB8raK2_I5VRJCrAKJH2wMrAbVvY7DZ4ctPRR_40vi5mJs
+✓ Folder created and share link captured: https://czflex.sharepoint.com/:f:/s/Team/IgB8raK2_I5VRJCrAKJH2wMrAbVvY7DZ4ctPRR_40vi5mJs
+📁 Open folder: https://czflex.sharepoint.com/:f:/s/Team/IgB8raK2_I5VRJCrAKJH2wMrAbVvY7DZ4ctPRR_40vi5mJs
+✓ Updated Excel Job_Folder_Link for pb_id: 99oq6cdykiuoy2y
+✓ Updated PB with folder link, due date counter (static), and active (boolean)
+[Teams Webhook] Sending notification for Job 4764
+⚠️  Teams notification failed: 400 Bad Request
+   Response: Summary or Text is required.
@@ -1,6 +1,6 @@
 {
  "name": "job-creation-with-excel-sync",
-  "version": "1.0.0-beta2",
+  "version": "1.0.0-beta3",
  "description": "Unified job creation form with PocketBase and Excel sync",
  "type": "module",
  "scripts": {
@@ -1,14 +1,16 @@
+import { config } from 'dotenv';
 import { Hono } from 'hono';
 import { serveStatic } from 'hono/bun';
 import { cors } from 'hono/cors';
 import PocketBase from 'pocketbase';
 import { Client } from '@microsoft/microsoft-graph-client';
-import { config } from 'dotenv';
 import { mkdir, appendFile } from 'fs/promises';
 import { existsSync } from 'fs';
 import path from 'path';
+import { processNewJobRecord } from './extracted-graph-logic/post-record-integration.js';

-config();
+// Load secrets from absolute path (not in project directory)
+config({ path: '/home/admin/secrets/.env' });

 const app = new Hono();

@@ -48,6 +50,126 @@ async function logError(context: string, error: any, additionalData?: any) {
  }
 }

+// ============================================================================
+// TEAMS WEBHOOK NOTIFICATION (Power Automate)
+// ============================================================================
+
+function toIsoDateOnly(val: any): string {
+  if (!val) return '';
+  const d = new Date(val);
+  if (isNaN(d.getTime())) return '';
+  const yyyy = d.getUTCFullYear();
+  const mm = String(d.getUTCMonth() + 1).padStart(2, '0');
+  const dd = String(d.getUTCDate()).padStart(2, '0');
+  return `${yyyy}-${mm}-${dd}`;
+}
+
+function buildPowerAutomateExcelItem(record: any) {
+  return {
+    '@odata.context': '',
+    '@odata.etag': '',
+    ItemInternalId: record.id || '',
+    'Job_Number': record.Job_Number || record.job_number || '',
+    'Job_Name': record.Job_Name || record.job_name || '',
+    'Job Address': record.Job_Address || record.job_address || '',
+    'Job Type': record.Job_Type || record.job_type || '',
+    'Job Status': record.Job_Status || record.job_status || '',
+    'Job Division': record.Job_Division || record.job_division || '',
+    'Estimator': record.Estimator || record.estimator || '',
+    'Office Rep': record.Office_Rep || record.office_rep || '',
+    'Manager': record.Manager || record.manager || '',
+    'Company/Client': record.Company_Client || record.company_client || '',
+    'Contact Person': record.Contact_Person || record.contact_person || '',
+    'Phone Number': record.Phone_Number || record.phone_number || '',
+    'Email': record.Email || record.email || '',
+    'Due Date': toIsoDateOnly(record.Due_Date || record.due_date || ''),
+    'Due Date Source': record.Due_Date_Source || record.due_date_source || '',
+    'Due Time': record.Due_Time || record.due_time || '',
+    'Start Date': toIsoDateOnly(record.Start_Date || record.start_date || '')
+  };
+}
+
+function buildAdaptiveCard(jobData: any) {
+  const jobName = jobData.Job_Name || '';
+  const jobNumber = jobData.Job_Number || '';
+  const jobAddress = jobData.Job_Address || '';
+  const jobDivision = jobData.Job_Division || '';
+
+  // Format timestamp for the card
+  const now = new Date();
+  const timestamp = now.toLocaleString('en-US', {
+    month: 'short',
+    day: 'numeric',
+    year: 'numeric',
+    hour: 'numeric',
+    minute: '2-digit',
+    hour12: true
+  });
+
+  return {
+    $schema: 'http://adaptivecards.io/schemas/adaptive-card.json',
+    type: 'AdaptiveCard',
+    version: '1.4',
+    body: [
+      {
+        type: 'Container',
+        style: 'emphasis',
+        items: [
+          { type: 'TextBlock', text: 'New Job!', weight: 'Bolder', size: 'Large', spacing: 'None' },
+          { type: 'TextBlock', text: `**Number:** ${jobNumber || 'N/A'}`, spacing: 'Small' },
+          { type: 'TextBlock', text: `**Name:** ${jobName || 'N/A'}`, spacing: 'None' },
+          { type: 'TextBlock', text: `**Address:** ${jobAddress || 'N/A'}`, spacing: 'None' },
+          { type: 'TextBlock', text: `**Division:** ${jobDivision || 'N/A'}`, spacing: 'None' },
+          { type: 'TextBlock', text: timestamp, size: 'Small', isSubtle: true, spacing: 'Small' }
+        ]
+      }
+    ]
+  };
+}
+
+async function notifyTeamsChannel(jobData: any) {
+  const webhook = process.env.TEAMS_WEBHOOK_URL;
+  
+  if (!webhook) {
+    console.log('⚠️  TEAMS_WEBHOOK_URL not configured');
+    return;
+  }
+
+  try {
+    const adaptiveCard = buildAdaptiveCard(jobData);
+    const payload = {
+      type: 'message',
+      attachments: [
+        {
+          contentType: 'application/vnd.microsoft.card.adaptive',
+          contentUrl: null,
+          content: adaptiveCard
+        }
+      ]
+    };
+
+    console.log(`[Teams Webhook] Sending notification for Job ${jobData.Job_Number || ''}:`, JSON.stringify(payload, null, 2));
+
+    const response = await fetch(webhook, {
+      method: 'POST',
+      headers: {
+        'Content-Type': 'application/json'
+      },
+      body: JSON.stringify(payload)
+    });
+
+    if (!response.ok) {
+      const text = await response.text();
+      console.warn(`⚠️  Teams notification failed: ${response.status} ${response.statusText}`);
+      console.warn(`   Response: ${text}`);
+    } else {
+      console.log(`✓ Teams notification sent for Job ${jobData.Job_Number || ''} (${response.status})`);
+    }
+  } catch (error: any) {
+    console.error('⚠️  Failed to send Teams notification:', error.message);
+  }
+}
+
 // Enable CORS
 app.use('/*', cors());

@@ -124,7 +246,7 @@ let tableCache: {
 } | null = null;

 // 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 Job_List.
+// 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();
  if (nameFromSimpleEnv) return nameFromSimpleEnv;
@@ -132,7 +254,7 @@ function resolveTableName(): string {
  const nameFromPath = process.env.EXCEL_TABLE?.split('/tables/').pop()?.trim();
  if (nameFromPath) return nameFromPath;

-  return 'Job_List';
+  return 'Test_Table';
 }

 // ============================================================================
@@ -393,6 +515,47 @@ async function addToExcel(record: any, pbId: string) {
  }
 }

+// Update the Excel row's Job_Folder_Link for the given pb_id
+async function updateExcelFolderLink(pbId: string, link: string) {
+  const client = await getGraphClient();
+  const tableName = resolveTableName();
+  const excelTablePath = `/drives/${process.env.DRIVE_ID}/items/${process.env.ITEM_ID}/workbook/tables/${tableName}`;
+
+  // Initialize cache if not already done
+  if (!tableCache) {
+    await initializeTableCache();
+  }
+  const { columnNames } = tableCache!;
+  const lower = columnNames.map((n) => n.toLowerCase());
+  const linkColIndex = lower.indexOf('job_folder_link');
+  const pbIdColIndex = lower.indexOf('pb_id');
+  if (linkColIndex === -1 || pbIdColIndex === -1) {
+    console.warn('⚠️ Excel table missing Job_Folder_Link or pb_id column');
+    return;
+  }
+
+  const rowsResp = await client.api(`${excelTablePath}/rows`).get();
+  const rows = rowsResp?.value || [];
+  const target = rows.find((row: any) => {
+    const vals = row?.values?.[0];
+    return vals && vals[pbIdColIndex] === pbId;
+  });
+  if (!target) {
+    console.warn('⚠️ Excel row not found for pb_id:', pbId);
+    return;
+  }
+
+  // Update only the Job_Folder_Link cell to preserve formulas in other columns (e.g., Active)
+  // Use the table row's range and cell() method to target just the one cell
+  // This avoids hardcoding worksheet names and works through the table structure
+  await client.api(`${excelTablePath}/rows/itemAt(index=${target.index})/range/cell(row=0,column=${linkColIndex})`)
+    .patch({
+      values: [[link || '']]
+    });
+  
+  console.log('✓ Updated Excel Job_Folder_Link cell for pb_id:', pbId);
+}
+
 // API endpoint to submit job
 app.post('/api/submit', async (c) => {
  let data: any;
@@ -465,9 +628,35 @@ app.post('/api/submit', async (c) => {
    const record = await pb.collection(process.env.PB_COLLECTION!).create(data);
    console.log(`✓ Created PocketBase record with Job_Number: ${newJobNumber}, ID: ${record.id}`);

-    // Add to Excel with pb_id = record.id
+    // Persist calculated fields to PocketBase immediately after creation
+    try {
+      const fullName = calculateJobFullName(record);
+      const qbLink = calculateJobQbLink(record);
+      const voxerLinkVal = calculateVoxerLink(record);
+      const jobCodesVal = calculateJobCodes(record);
+
+      await pb.collection(process.env.PB_COLLECTION!).update(record.id, {
+        Job_Full_Name: fullName,
+        Job_QB_Link: qbLink,
+        Voxer_Link: voxerLinkVal,
+        Job_Codes: jobCodesVal
+      });
+
+      // Keep local record in sync for Excel add
+      (record as any).Job_Full_Name = fullName;
+      (record as any).Job_QB_Link = qbLink;
+      (record as any).Voxer_Link = voxerLinkVal;
+      (record as any).Job_Codes = jobCodesVal;
+      console.log('✓ Updated PB with calculated fields (Full Name, QB, Voxer, Codes)');
+    } catch (pbUpdateErr: any) {
+      console.error('⚠️ Failed to update PB calculated fields:', pbUpdateErr);
+      await logError('PocketBase Calculated Fields Update', pbUpdateErr, { recordId: record.id });
+    }
+
+    // Add to Excel first with pb_id = record.id (dynamic formulas for Due_Date_Counter, Active)
    try {
      await addToExcel(record, record.id);
+      console.log('✓ Excel row created');
    } catch (excelError: any) {
      console.error('⚠️ Excel sync failed, but PocketBase record was created:', excelError);
      return c.json({ 
@@ -476,15 +665,71 @@ app.post('/api/submit', async (c) => {
        message: `Job created successfully with Job Number: ${newJobNumber}`,
        jobId: record.id,
        jobNumber: newJobNumber,
+        jobFolderLink: null,
        excelError: excelError.message
      });
    }

+    // After Excel is added, create folder structure and capture share link
+    let jobFolderLink = '';
+    try {
+      const graphToken = await getGraphToken();
+      const folderResult = await processNewJobRecord(record, graphToken) as any;
+    
+      if (folderResult.success) {
+        jobFolderLink = folderResult.shareLink || '';
+        console.log(`✓ Folder created and share link captured: ${jobFolderLink}`);
+        console.log(`📁 Open folder: ${jobFolderLink}`);
+      } else {
+        console.warn(`⚠️ Folder creation failed: ${folderResult.error}`);
+      }
+    } catch (folderError: any) {
+      console.error('⚠️ Folder creation failed, continuing without folder link:', folderError);
+      await logError('Folder Creation', folderError, {
+        jobNumber: newJobNumber,
+        recordId: record.id
+      });
+    }
+
+    // Update Excel row with Job_Folder_Link (if available)
+    if (jobFolderLink) {
+      try {
+        await updateExcelFolderLink(record.id, jobFolderLink);
+      } catch (excelUpdateErr: any) {
+        console.error('⚠️ Failed to update Excel with folder link:', excelUpdateErr);
+        await logError('Excel Update Folder Link', excelUpdateErr, { recordId: record.id, jobFolderLink });
+      }
+    }
+
+    // Persist static values back to PocketBase: Job_Folder_Link, Due_Date_Counter, Active
+    try {
+      const dueStatic = calculateDueDateCounter(record);
+      const activeStatic = calculateActive(record);
+      await pb.collection(process.env.PB_COLLECTION!).update(record.id, {
+        Job_Folder_Link: jobFolderLink || '',
+        Due_Date_Counter: dueStatic,
+        Active: activeStatic
+      });
+      (record as any).Job_Folder_Link = jobFolderLink || '';
+      (record as any).Due_Date_Counter = dueStatic;
+      (record as any).Active = activeStatic;
+      console.log('✓ Updated PB with folder link, due date counter (static), and active (boolean)');
+    } catch (pbFinalizeErr: any) {
+      console.error('⚠️ Failed to update PB with final static values:', pbFinalizeErr);
+      await logError('PocketBase Final Update', pbFinalizeErr, { recordId: record.id, jobFolderLink });
+    }
+
+    // Send Teams notification (fire and forget, don't block response)
+    notifyTeamsChannel(record).catch(err => {
+      console.error('⚠️ Teams notification error:', err.message);
+    });
+
    return c.json({ 
      success: true, 
      message: `Job created successfully with Job Number: ${newJobNumber} and synced to Excel`,
      jobId: record.id,
-      jobNumber: newJobNumber
+      jobNumber: newJobNumber,
+      jobFolderLink: jobFolderLink || null
    });
  } catch (error: any) {
    console.error('✗ Error submitting job:', error);
@@ -508,6 +753,171 @@ app.get('/api/health', (c) => {
  });
 });

+// Test route: sends an exact sample Adaptive Card payload (no envelope)
+app.post('/api/test-notification', async (c) => {
+  const webhook = process.env.POWER_AUTOMATE_WEBHOOK_URL || process.env.TEAMS_WEBHOOK_URL;
+  if (!webhook) {
+    return c.json({ success: false, message: 'Webhook not configured' }, 400);
+  }
+
+  const payload = {
+    $schema: 'http://adaptivecards.io/schemas/adaptive-card.json',
+    type: 'AdaptiveCard',
+    version: '1.4',
+    body: [
+      { type: 'TextBlock', text: 'New Job!', weight: 'Bolder', size: 'Large' },
+      { type: 'TextBlock', text: '4766 - Teams Card v1.4', wrap: true },
+      {
+        type: 'FactSet',
+        facts: [
+          { title: 'Number', value: '4766' },
+          { title: 'Name', value: 'Teams Card v1.4' },
+          { title: 'Address', value: 'Blue eye' },
+          { title: 'Client', value: 'ClientCo' },
+          { title: 'Division', value: 'C#' },
+          { title: 'Type', value: 'PWEX' },
+          { title: 'Contact', value: 'Wyatt Gann - (417) 429-1417 x117' }
+        ]
+      }
+    ],
+    actions: [
+      {
+        type: 'Action.OpenUrl',
+        title: 'Open Folder',
+        url: 'https://czflex.sharepoint.com/:f:/s/Team/IgCD37kQLFb6Q7BsoWjFb5rlAWkqMkqyX2zhoQpRMh9hUiI'
+      }
+    ]
+  };
+
+  const resp = await fetch(webhook, {
+    method: 'POST',
+    headers: { 'Content-Type': 'application/json' },
+    body: JSON.stringify(payload)
+  });
+
+  const ok = resp.ok;
+  const text = await resp.text();
+  return c.json({ success: ok, status: resp.status, body: text });
+});
+
+// Test route: sends the same sample card wrapped in a Teams message envelope
+app.post('/api/test-notification-envelope', async (c) => {
+  const webhook = process.env.POWER_AUTOMATE_WEBHOOK_URL || process.env.TEAMS_WEBHOOK_URL;
+  if (!webhook) {
+    return c.json({ success: false, message: 'Webhook not configured' }, 400);
+  }
+
+  const card = {
+    $schema: 'http://adaptivecards.io/schemas/adaptive-card.json',
+    type: 'AdaptiveCard',
+    version: '1.4',
+    body: [
+      { type: 'TextBlock', text: 'New Job!', weight: 'Bolder', size: 'Large' },
+      { type: 'TextBlock', text: '4766 - Teams Card v1.4', wrap: true },
+      {
+        type: 'FactSet',
+        facts: [
+          { title: 'Number', value: '4766' },
+          { title: 'Name', value: 'Teams Card v1.4' },
+          { title: 'Address', value: 'Blue eye' },
+          { title: 'Client', value: 'ClientCo' },
+          { title: 'Division', value: 'C#' },
+          { title: 'Type', value: 'PWEX' },
+          { title: 'Contact', value: 'Wyatt Gann - (417) 429-1417 x117' }
+        ]
+      }
+    ],
+    actions: [
+      {
+        type: 'Action.OpenUrl',
+        title: 'Open Folder',
+        url: 'https://czflex.sharepoint.com/:f:/s/Team/IgCD37kQLFb6Q7BsoWjFb5rlAWkqMkqyX2zhoQpRMh9hUiI'
+      }
+    ]
+  };
+
+  const payload = {
+    type: 'message',
+    text: 'New Job!',
+    attachments: [
+      {
+        contentType: 'application/vnd.microsoft.card.adaptive',
+        content: card
+      }
+    ]
+  };
+
+  const resp = await fetch(webhook, {
+    method: 'POST',
+    headers: { 'Content-Type': 'application/json' },
+    body: JSON.stringify(payload)
+  });
+
+  const ok = resp.ok;
+  const text = await resp.text();
+  return c.json({ success: ok, status: resp.status, body: text });
+});
+
+// Test route: post exact sample card directly to Teams Incoming Webhook (no envelope)
+app.post('/api/test-teams-webhook', async (c) => {
+  const webhook = process.env.TEAMS_WEBHOOK_URL;
+  if (!webhook) {
+    return c.json({ success: false, message: 'TEAMS_WEBHOOK_URL not configured' }, 400);
+  }
+
+  // Format timestamp for the card
+  const now = new Date();
+  const timestamp = now.toLocaleString('en-US', {
+    month: 'short',
+    day: 'numeric',
+    year: 'numeric',
+    hour: 'numeric',
+    minute: '2-digit',
+    hour12: true
+  });
+
+  const adaptiveCard = {
+    $schema: 'http://adaptivecards.io/schemas/adaptive-card.json',
+    type: 'AdaptiveCard',
+    version: '1.4',
+    body: [
+      {
+        type: 'Container',
+        style: 'emphasis',
+        items: [
+          { type: 'TextBlock', text: 'New Job!', weight: 'Bolder', size: 'Large', spacing: 'None' },
+          { type: 'TextBlock', text: '**Number:** 4738', spacing: 'Small' },
+          { type: 'TextBlock', text: '**Name:** New VO-AG Facility & Early Childhood Addition', spacing: 'None' },
+          { type: 'TextBlock', text: '**Address:** Blue eye', spacing: 'None' },
+          { type: 'TextBlock', text: '**Division:** C#', spacing: 'None' },
+          { type: 'TextBlock', text: timestamp, size: 'Small', isSubtle: true, spacing: 'Small' }
+        ]
+      }
+    ]
+  };
+
+  const payload = {
+    type: 'message',
+    attachments: [
+      {
+        contentType: 'application/vnd.microsoft.card.adaptive',
+        contentUrl: null,
+        content: adaptiveCard
+      }
+    ]
+  };
+
+  const resp = await fetch(webhook, {
+    method: 'POST',
+    headers: { 'Content-Type': 'application/json' },
+    body: JSON.stringify(payload)
+  });
+
+  const ok = resp.ok;
+  const text = await resp.text();
+  return c.json({ success: ok, status: resp.status, body: text });
+});
+
 const PORT = Number(process.env.PORT || 4000);

 console.log(`Job Creation with Excel Sync server running at http://localhost:${PORT}`);
Author	SHA1	Message	Date
aewing	7b4f58a807	v1.0.0-beta3: Teams notifications, Excel formula preservation	2025-12-20 18:51:01 +00:00
aewing	def6f323df	fix: send Teams adaptive card as string in webhook payload (card) to satisfy flowbot parser	2025-12-20 05:54:17 +00:00
aewing	b8bd3debe0	feat: add Power Automate webhook integration for job notifications with task creation support	2025-12-20 05:38:15 +00:00
aewing	9c73773c19	feat: add Manager Info document generation in Managers Info folder - Create Word document template with job information pre-populated - Auto-populate: Job Name, Address, Division, Client, Type, Status, Contact info - Include fillable fields: Scope, Vendors, Estimate Cost, Dates, Team Contacts, Notes - Document named [JobNumber] - Manager Info.docx for easy identification - Uses docx library to generate professional Word documents - Document uploaded automatically during job folder creation	2025-12-20 05:16:39 +00:00
aewing	340b7e0818	feat: implement dotenv secrets loading from /home/admin/secrets/.env - Added dotenv package to load environment variables from absolute path - Secrets now loaded automatically on app startup, no manual sourcing needed - Secrets file secured with chmod 600, outside project directory - Enables persistent secrets across service restarts - Tested: Job submission flow working end-to-end with all steps completing	2025-12-20 04:56:16 +00:00
aewing	2e7940befa	docs: update README with version and add CHANGELOG for v1.0.0-beta2	2025-12-19 22:04:59 +00:00