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Merged
cheinrichs-oddball merged 8 commits into from
Feb 26, 2026
Merged

UAT Updates #7

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8e7237c
uat updates
cheinrichs-oddball Feb 18, 2026
bfcfa7c
Merge branch 'main' into uat-updates
cheinrichs-oddball Feb 19, 2026
06cde04
code cleanup
cheinrichs-oddball Feb 19, 2026
bdc1b4b
removing unused files
cheinrichs-oddball Feb 19, 2026
4526c7f
removed unused file
cheinrichs-oddball Feb 24, 2026
813f61c
Apply suggestion from @Copilot - Adding error handling on async requests
cheinrichs-oddball Feb 24, 2026
3303fe3
updating to remove the prod banner that wasnt showing anyway
cheinrichs-oddball Feb 24, 2026
fc5cf0c
Apply suggestion from @Copilot
cheinrichs-oddball Feb 24, 2026
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2 changes: 1 addition & 1 deletion apps/it-governance/migrations/scripts/createIntakeRequests.m
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Original file line number Diff line number Diff line change
Expand Up @@ -27,7 +27,7 @@
ColsPresent = List.Intersect({TwoOptionCols, Table.ColumnNames(Prev)}),
Transformers = List.Transform(ColsPresent, each {_, each NormalizeTwoOption(_), Int64.Type}),
FixedBools = Table.TransformColumns(Prev, Transformers),
WithAdminTask = Table.AddColumn(FixedBools, "cr69a_admingovernancetasklist", each 971270009, Int64.Type),
WithAdminTask = Table.AddColumn(FixedBools, "new_admingovernanceprocessstep", each 971270009, Int64.Type),
// Normalize Yes/No to logical true/false (nullable)
NormalizeYesNo = (v as any) as nullable logical =>
if Value.Is(v, type logical) then
Expand Down
26 changes: 19 additions & 7 deletions ...rces/html/system-intake-draft-submit.html → ...b-resources/html/intake-draft-submit.html
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Original file line number Diff line number Diff line change
@@ -1,4 +1,4 @@
<!DOCTYPE html>
<!doctype html>
<html lang="en">
<head>
<meta charset="UTF-8" />
Expand Down Expand Up @@ -26,7 +26,8 @@
font-weight: 400;
border-radius: 5px;
cursor: pointer;
transition: background-color 0.15s ease-in-out,
transition:
background-color 0.15s ease-in-out,
border-color 0.15s ease-in-out;
}
.btn-primary:hover {
Expand Down Expand Up @@ -84,6 +85,9 @@
const DRAFT_STATE = 971270000;
const REQUEST_STATUS = "cr69a_status";

const ADMIN_GOV_TASK_LIST_STEP_FIELD = "new_admingovernanceprocessstep";
const INTAKE_REQUEST_REVIEW = 971270000;

function shouldShowSuccessOnLoad() {
const form = getParentForm();
if (!form) return false;
Expand All @@ -99,7 +103,7 @@
function initBannerFromFields() {
if (shouldShowSuccessOnLoad()) {
showSuccess(
"System Intake Draft successfully submitted. Waiting for feedback."
"System Intake Draft successfully submitted. Waiting for feedback.",
);
}
}
Expand All @@ -120,6 +124,13 @@
}
statusAttr.setValue(971270002);

const taskListStep = getAttr(form, ADMIN_GOV_TASK_LIST_STEP_FIELD);
if (!taskListStep) {
console.error("Could not access Form Status field.");
return;
}
taskListStep.setValue(INTAKE_REQUEST_REVIEW);

// 2) Set Ready For Review
const rfr = form.getAttribute("cr69a_readyforreview");
if (!rfr) {
Expand All @@ -135,20 +146,21 @@
parent.lockAllFields(form);
} else {
console.warn(
"lockAllFields function not found on parent window"
"lockAllFields function not found on parent window",
);
}
taskListStep.fireOnChange();
// notify("System Intake Form successfully submitted.", "success");
showSuccess(
"System Intake Draft successfully submitted. Waiting for feedback."
"System Intake Draft successfully submitted. Waiting for feedback.",
);
},
function (err) {
console.error(
"Save failed:",
err && err.message ? err.message : err
err && err.message ? err.message : err,
);
}
},
);
} catch (e) {
console.error("Unexpected error during submit:", e);
Expand Down
0 ...ystem-intake-request-complete-header.html → .../html/intake-request-complete-header.html
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15 changes: 8 additions & 7 deletions apps/it-governance/web-resources/html/intake-request-get-started-submit.html
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Original file line number Diff line number Diff line change
@@ -1,4 +1,4 @@
<!DOCTYPE html>
<!doctype html>
<html lang="en">
<head>
<meta charset="UTF-8" />
Expand All @@ -23,7 +23,8 @@
font-weight: 400;
border-radius: 5px;
cursor: pointer;
transition: background-color 0.15s ease-in-out,
transition:
background-color 0.15s ease-in-out,
border-color 0.15s ease-in-out;
}
.get-started-button {
Expand All @@ -39,7 +40,7 @@
};

const FIELD_HIDE_GOV_PROCESS = "cr69a_hidegovernanceprocess";
const ADMIN_GOV_TASK_LIST_STEP_FIELD = "cr69a_admingovernancetasklist";
const ADMIN_GOV_TASK_LIST_STEP_FIELD = "new_admingovernanceprocessstep";

function showError(message) {
if (parent?.Xrm?.Navigation) {
Expand All @@ -58,22 +59,22 @@

const hideField = formContext.getAttribute(FIELD_HIDE_GOV_PROCESS);
const stepField = formContext.getAttribute(
ADMIN_GOV_TASK_LIST_STEP_FIELD
ADMIN_GOV_TASK_LIST_STEP_FIELD,
);

if (!hideField)
return showError(
`Field not found on form: ${FIELD_HIDE_GOV_PROCESS}`
`Field not found on form: ${FIELD_HIDE_GOV_PROCESS}`,
);
if (!stepField)
return showError(
`Field not found on form: ${ADMIN_GOV_TASK_LIST_STEP_FIELD}`
`Field not found on form: ${ADMIN_GOV_TASK_LIST_STEP_FIELD}`,
);

hideField.setValue(true);
stepField.setValue(BPF_STAGES.DRAFT);
stepField.fireOnChange();
} catch (err) {
console.error("Error: ", err);
showError(err?.message || String(err));
}
}
Expand Down
166 changes: 166 additions & 0 deletions apps/it-governance/web-resources/html/intake-upload-files.html
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Original file line number Diff line number Diff line change
@@ -0,0 +1,166 @@
<!doctype html>
<html lang="en">
<head>
<meta charset="UTF-8" />
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
<title>Upload Documents</title>
<style>
/* Base */
body {
font-family: "Segoe UI", Tahoma, Geneva, Verdana, sans-serif;
font-size: 14px;
line-height: 1.428571429;
color: #323130;
background-color: #faf9f8;
margin: 0;
padding: 20px;
}

/* Upload container */
.upload-container {
display: flex;
flex-direction: column;
align-items: center;
text-align: center;
padding: 20px;
background-color: #ffffff;
border: 2px dashed #d2d0ce;
border-radius: 8px;
transition: border-color 0.2s ease;
}

.upload-container:hover {
border-color: #0078d4;
}

/* Upload icon */
.upload-icon {
width: 48px;
height: 48px;
margin-bottom: 16px;
opacity: 0.7;
}

/* Upload text */
.upload-text {
margin-bottom: 20px;
color: #605e5c;
font-size: 16px;
}

/* Primary button */
.btn-primary {
background-color: #0078d4;
border: 1px solid #0078d4;
color: #ffffff;
padding: 12px 24px;
border-radius: 4px;
cursor: pointer;
transition: all 0.15s ease-in-out;
min-width: 140px;
display: inline-flex;
align-items: center;
justify-content: center;
gap: 8px;
}

.btn-primary:hover {
background-color: #106ebe;
border-color: #106ebe;
transform: translateY(-1px);
box-shadow: 0 4px 8px rgba(0, 120, 212, 0.2);
}

.btn-primary:active {
transform: translateY(0);
box-shadow: 0 2px 4px rgba(0, 120, 212, 0.2);
}

.btn-primary:focus {
outline: 2px solid #ffffff;
outline-offset: 2px;
box-shadow: 0 0 0 4px rgba(0, 120, 212, 0.3);
}

/* Button icon */
.btn-icon {
width: 16px;
height: 16px;
}
</style>
<script>
function getParentForm() {
return parent && parent.Xrm && parent.Xrm.Page ? parent.Xrm.Page : null;
}

function uploadFiles() {
try {
const form = getParentForm();
if (!form) {
console.error("Could not access parent form context.");
return;
}

// TODO: Call your command bar function
console.log("Open the Custom Upload app!");

// Example of calling command bar function:
// if (parent.openDocumentUpload) {
// parent.openDocumentUpload(form);
// }
} catch (e) {
console.error("Unexpected error during upload:", e);
}
}
</script>
</head>
<body>
<div class="upload-container">
<!-- Upload Icon (Cloud Upload SVG) -->
<svg
class="upload-icon"
viewBox="0 0 24 24"
fill="none"
xmlns="http://www.w3.org/2000/svg"
>
<path
d="M12 15L12 2M12 2L9 5M12 2L15 5"
stroke="#0078d4"
stroke-width="2"
stroke-linecap="round"
stroke-linejoin="round"
/>
<path
d="M7 8C4.79086 8 3 9.79086 3 12C3 14.2091 4.79086 16 7 16H8"
stroke="#605e5c"
stroke-width="1.5"
stroke-linecap="round"
/>
<path
d="M17 8C19.2091 8 21 9.79086 21 12C21 14.2091 19.2091 16 17 16H16"
stroke="#605e5c"
stroke-width="1.5"
stroke-linecap="round"
/>
<path
d="M8 22H16C18.2091 22 20 20.2091 20 18"
stroke="#605e5c"
stroke-width="1.5"
stroke-linecap="round"
/>
<path
d="M4 18C4 20.2091 5.79086 22 8 22"
stroke="#605e5c"
stroke-width="1.5"
stroke-linecap="round"
/>
</svg>

<div class="upload-text">
Upload documents to attach them to this record
</div>

<button class="btn-primary" onclick="uploadFiles()">Upload Files</button>
</div>
</body>
</html>
0 .../web-resources/html/progress-tracker.html → ...ources/html/request-progress-tracker.html
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13 changes: 7 additions & 6 deletions apps/it-governance/web-resources/html/request-type.html
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Original file line number Diff line number Diff line change
@@ -1,4 +1,4 @@
<!DOCTYPE html>
<!doctype html>
<html lang="en">
<head>
<meta charset="utf-8" />
Expand Down Expand Up @@ -134,7 +134,8 @@
font-weight: 400;
border-radius: 5px;
cursor: pointer;
transition: background-color 0.15s ease-in-out,
transition:
background-color 0.15s ease-in-out,
border-color 0.15s ease-in-out;
}

Expand Down Expand Up @@ -333,7 +334,7 @@ <h2>Major changes to a system, service, or project</h2>

<script>
const REQUEST_TYPE_FIELD = "cr69a_requesttype";
const ADMIN_GOV_TASK_LIST_FIELD = "cr69a_admingovernancetasklist";
const ADMIN_GOV_TASK_LIST_FIELD = "new_admingovernanceprocessstep";

const REQUEST_TYPES = {
ADD: 971270000,
Expand Down Expand Up @@ -391,14 +392,14 @@ <h2>Major changes to a system, service, or project</h2>
requestTypeField.setValue(optionValue);

const adminGovTaskListField = parentForm.getAttribute(
ADMIN_GOV_TASK_LIST_FIELD
ADMIN_GOV_TASK_LIST_FIELD,
);
if (!adminGovTaskListField)
return showError(`Field not found: ${ADMIN_GOV_TASK_LIST_FIELD}`);

if (optionValue === REQUEST_TYPES.ADD) {
adminGovTaskListField.setValue(
BPF_STAGES["GOVERNANCE_PROCESS_STEPS"]
BPF_STAGES["GOVERNANCE_PROCESS_STEPS"],
);
} else {
adminGovTaskListField.setValue(BPF_STAGES["DRAFT"]);
Expand Down Expand Up @@ -445,7 +446,7 @@ <h2>Major changes to a system, service, or project</h2>
// Start buttons
document.querySelectorAll("button.btn-primary").forEach((btn) => {
btn.addEventListener("click", () =>
startRequest(btn.getAttribute("data-type"))
startRequest(btn.getAttribute("data-type")),
);
});

Expand Down
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