@cyco77/pptb-user-security-utility 0.2.0 → 0.3.0

package/README.md

@@ -22,28 +22,35 @@
 
 ### Core Capabilities
 
-- � **User & Team Browser** - View all system users and teams in your Dynamics 365 environment
+- 👥 **User & Team Browser** - View all system users and teams in your Dynamics 365 environment
 - 🔐 **Security Role Details** - Display directly assigned security roles for users and teams
 - 👔 **Team Membership** - View all team memberships for system users
+- 👥 **Team Members** - View all system users assigned to a selected team
+- 📬 **Queue Memberships** - View all queue assignments for system users
 - 🔍 **Advanced Filtering**:
   - Filter by entity type (System Users / Teams)
   - Filter users by status (All / Enabled / Disabled)
   - Filter users by type (All / Users / Applications) - defaults to regular users
   - Filter by business unit
   - Real-time text search across names and domains
+  - Filter team members in the details panel
 - 📊 **Interactive Data Grid**:
   - Single-row selection to view details
   - Sortable columns with default sorting by name
-  - Resizable columns
+  - Resizable columns for both users and teams
+  - Tooltips on hover for full text content
 - 📱 **Detail Side Panel** - Displays selected user/team with:
-  - All directly assigned security roles
-  - Team memberships (for users)
+  - All directly assigned security roles with managed status indicators
+  - Team memberships (for users) with team type and default team badges
+  - Team members (for teams) with searchable/filterable list
+  - Queue memberships (for users) with queue type information
   - Business unit information
-  - Managed role indicators
 - 📤 **Multiple Export Formats**:
-  - **CSV Matrix Export** - Roles and teams as columns, users as rows, 'X' marks assignments
-  - **Markdown Export** - Copy formatted documentation to clipboard
-- 📢 **Visual Notifications** - Toast notifications for successful exports
+  - **CSV Matrix Export** - Roles, teams, and queues as columns, users as rows, 'X' marks assignments
+  - **Markdown Export** - Copy formatted documentation to clipboard with full details
+  - UTF-8 encoding with BOM for proper character support (German umlauts, etc.)
+  - Windows-style line endings for better Excel compatibility
+- 📢 **Visual Notifications** - Toast notifications for successful exports and errors
 - 🎨 **Theme Support** - Automatic light/dark theme switching based on PPTB settings
 
 ### Technical Stack
@@ -66,7 +73,8 @@
   │ ├── types/
   │ │ ├── systemUser.ts # System user type definitions
   │ │ ├── team.ts # Team type definitions
-  │ │ └── securityRole.ts # Security role type definitions
+  │ │ ├── securityRole.ts # Security role type definitions
+  │ │ └── queue.ts # Queue type definitions
   │ ├── App.tsx # Main application component
   │ ├── main.tsx # Entry point
   │ └── index.css # Global styling
@@ -157,30 +165,36 @@ npm run preview
 
 #### Filter Section
 
-- **Entity Type Dropdown**: Switch between System Users and Teams
-- **Status Filter** (Users only): All / Enabled / Disabled
-- **User Type Filter** (Users only): All / Users / Applications (defaults to Users)
-- **Business Unit Dropdown**: Filter by business unit
-- **Search Box**: Real-time search across user/team names, domain names, and business units
+- **Entity Type Dropdown** (150px width): Switch between System Users and Teams
+- **Status Filter** (150px width, Users only): All / Enabled / Disabled
+- **User Type Filter** (150px width, Users only): All / Users / Applications (defaults to Users)
+- **Business Unit Dropdown** (200px width): Filter by business unit
+- **Search Box** (350px width): Real-time search across user/team names, domain names, and business units
 
 #### Export Buttons (Users only)
 
 - **Export to CSV**: Downloads a matrix-style CSV where:
   - Rows represent users
-  - Columns represent security roles and team memberships
+  - Columns represent security roles, team memberships, and queue memberships
   - 'X' marks indicate assignments
   - Includes user details (name, domain, business unit, status)
+  - UTF-8 BOM encoding for proper character support
+  - Comma-delimited with Windows line endings
 - **Copy as Markdown**: Copies detailed report to clipboard with:
   - Hierarchical structure per user
   - Security roles with managed status and business unit
   - Team memberships with type and default indicators
+  - Queue memberships with queue type information
 
 #### Data Grid
 
 - Click any row to select and view details
 - Selected row is highlighted
 - Click column headers to sort (default: sorted by name)
+- Drag column borders to resize
+- Hover over cells for full text tooltips
 - Supports both System Users and Teams views
+- Column sizing is reset when switching between entity types
 
 #### Security Details Panel
 
@@ -196,9 +210,16 @@ Appears on the right when a user or team is selected:
   - Team type (Owner/Access)
   - "Default" badge for default teams
   - Business unit information
-- Click column headers to sort
-- Drag column borders to resize
-- View tooltips on hover for full text content
+- **Queue Memberships Section** (Users only): Lists all queue assignments with:
+  - Queue name
+  - Queue type (Private/Public/Unknown)
+- **Team Members Section** (Teams only): Lists all users assigned to the team with:
+  - Searchable filter box
+  - User full name
+  - Domain name
+  - Business unit information
+  - "Disabled" badge for disabled users
+  - Alphabetically sorted by full name
 
 #### Evensystem users
 
@@ -237,39 +258,67 @@ window.toUser security data has been exported to CSV successfully."ata with new
 ### Dataverse Queries
 
 ```typescript
-// Query plugin assemblies
-const assemblies = await window.dataverseAPI.executeQuery(
-  `pluginassemblies?$select=name,versio
-  "user-security-export-2025-12-23.csv",
-  csvContent
+// Query system users
+const users = await window.dataverseAPI.queryData(
+  "systemusers?$select=systemuserid,fullname,domainname,isdisabled,applicationid&$expand=businessunitid($select=businessunitid,name)&$orderby=fullname"
 );
 
-// Copy to clipboard
-await window.toolboxAPI.utils.copyToClipboard(markdownC
-const steps = await window.dataverseAPI.executeQuery(
-  `sdkmessageprocessingsteps?$select=...&$filter=...&$expand=...`
+// Query teams
+const teams = await window.dataverseAPI.queryData(
+  "teams?$select=teamid,name,teamtype,isdefault&$expand=businessunitid($select=businessunitid,name)&$orderby=name"
+);
+
+// Query security roles for a user
+const roles = await window.dataverseAPI.queryData(
+  `systemusers(${userId})/systemuserroles_association?$select=roleid,name,ismanaged&$expand=businessunitid($select=businessunitid,name)`
+);
+
+// Query teams for a user
+const userTeams = await window.dataverseAPI.queryData(
+  `systemusers(${userId})/teammembership_association?$select=teamid,name,teamtype,isdefault&$expand=businessunitid($select=businessunitid,name)`
+);
+
+// Query team members
+const teamMembers = await window.dataverseAPI.queryData(
+  `teams(${teamId})/teammembership_association?$select=systemuserid,fullname,domainname,isdisabled,applicationid&$expand=businessunitid($select=businessunitid,name)`
+);
+
+// Query queues for a user
+const queues = await window.dataverseAPI.queryData(
+  `systemusers(${userId})/queuemembership_association?$select=queueid,name,queuetypecode&$orderby=name`
 );
 ```
 
 ### Notifications
 
 ```typescript
+// Success notification
 await window.toolboxAPI.utils.showNotification({
   title: "Export Successful",
-  body: "Exported 15 plugin assembly steps",
+  body: "User security data has been exported to CSV successfully.",
   type: "success",
-  duration: 3000,
+});
+
+// Error notification
+await window.toolboxAPI.utils.showNotification({
+  title: "Error Loading Data",
+  body: `Failed to load data from Dataverse: ${error.message}`,
+  type: "error",
 });
 ```
 
 ### File Operations
 
 ```typescript
-// Save file
-await window.toolboxAPI.utils.saveFile("plugin_steps.csv", csvContent);
+// Save file with UTF-8 BOM encoding
+const csvContent = "\uFEFF" + csvLines.join("\r\n");
+await window.toolboxAPI.utils.saveFile(
+  "user-security-export-2025-12-25.csv",
+  csvContent
+);
 
 // Copy to clipboard
-await window.toolboxAPI.utils.copyToClipboard(content);
+await window.toolboxAPI.utils.copyToClipboard(markdownContent);
 ```
 
 ### Theme Management
@@ -297,28 +346,42 @@ window.toolboxAPI.onToolboxEvent((event) => {
   - Eliminates prop drilling for logging across components
 
 - **dataverseService**: Handles all Dataverse API queries
-  - Queries system users, teams, security roles, and team memberships
-  - Implements paging for large data sets
+  - Queries system users, teams, security roles, team memberships, and queues
+  - Functions: `loadSystemUsers()`, `loadTeams()`, `loadSecurityRolesForUser()`, `loadSecurityRolesForTeam()`, `loadTeamsForUser()`, `loadUsersForTeam()`, `loadQueuesForUser()`
+  - Implements automatic paging for large data sets using `@odata.nextLink`
   - Maps raw API responses to typed models
 
 ### Components
 
 - **Overview**: Main container with state management for filtering, selection, and export
-- **Filter**: Provides all filtering controls (entity type, status, user type, business unit, search)
-- **DataGridView**: Sortable, selectable data grid using Fluent UI DataGrid with single-row selection
-- **SecurityRolesPanel**: Side panel displaying security roles and team memberships
+  - Manages loading states for roles, teams, queues, and team members
+  - Implements error notifications for failed API calls
+  - Handles CSV and Markdown export logic
+- **Filter**: Provides all filtering controls with optimized dropdown widths
+  - Entity type (150px), status (150px), user type (150px)
+  - Business unit (200px), search box (350px)
+- **DataGridView**: Sortable, resizable data grid using Fluent UI DataGrid
+  - Separate grids for users and teams with unique keys to reset column sizing
+  - Single-row selection mode
+  - Cell tooltips for full text display
+- **SecurityRolesPanel**: Side panel displaying comprehensive details
+  - Security roles with managed badges
+  - Team memberships with type and default badges
+  - Queue memberships with type information
+  - Team members with searchable filter and sorted display
 
 ### Export Features
 
-- **CSV Export**: Creates a matrix format with users as rows and roles/teams as columns
-  - Collects all unique roles and teams across filtered users
+- **CSV Export**: Creates a matrix format with UTF-8 BOM encoding
+  - Collects all unique roles, teams, and queues across filtered users
+  - Uses comma delimiter with Windows line endings (`\r\n`)
   - Marks assignments with 'X'
   - Includes user metadata (name, domain, business unit, status)
   - Progress indicator during export
 - **Markdown Export**: Generates hierarchical documentation
   - Section per user with full details
-  - Nested lists for security roles and team memberships
-  - Includes metadata like managed status, team types, default indicators
+  - Nested lists for security roles, team memberships, and queue memberships
+  - Includes metadata like managed status, team types, queue types
   - Copies to clipboard with success notification
 
 ## Architecture
@@ -327,7 +390,11 @@ window.toolboxAPI.onToolboxEvent((event) => {
 
 - **useConnection**: Manages Dataverse connection state and refresh logic
 - **useToolboxEvents**: Subscribes to PPTB events and handles callbacks
-- \*\*SystemUser
+- **useToolboxAPI**: Provides access to Toolbox API utilities
+
+## Data Models
+
+### SystemUser
 
 ```typescript
 {
@@ -360,15 +427,27 @@ window.toolboxAPI.onToolboxEvent((event) => {
 
 ### SecurityRole
 
-````typescript
+```typescript
 {
   roleid: string;
   name: string;
   businessunitid?: {
-  Verify permissions to read system user, team, and security role data
-- Check console logs for API errors
+    businessunitid: string;
+    name: string;
   };
-  ismanaged: boolean
+  ismanaged: boolean;
+}
+```
+
+### Queue
+
+```typescript
+{
+  queueid: string;
+  name: string;
+  queuetypecode?: number; // 1 = Private, 2 = Public
+}
+```
 
 Full TypeScript coverage with:
 
@@ -398,7 +477,7 @@ The tool uses a custom Vite configuration for PPTB compatibility:
   name: string;
   version: string;
 }
-````
+```
 
 ### PluginAssemblyStep
 
@@ -429,7 +508,15 @@ If you encounter chunk size warnings:
 
 - Ensure you're connected to a Dataverse environment in PPTB
 - Check the Event Log for connection-related errors
-- Verify permissions to read plugin assembly data
+- Verify permissions to read system user, team, security role, and queue data
+- Error notifications will appear automatically when API calls fail
+
+### CSV Encoding Issues
+
+- The tool uses UTF-8 BOM encoding for proper character support
+- German umlauts (ö, ä, ü) and special characters should display correctly
+- Uses comma delimiter with Windows line endings for Excel compatibility
+- If issues persist, try opening the CSV in a text editor first to verify encoding
 
 ### Theme Not Updating