@mohsinonxrm/pptb-fetchxml-studio 1.0.0

package/src/assets/react.svg

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package/src/features/fetchxml/api/dataverseMetadata.ts

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+/**
+ * Lazy metadata loading with caching and promise memoization
+ * Prevents duplicate API calls for the same entity
+ */
+
+import * as pptbClient from "../api/pptbClient";
+import { metadataCache } from "../state/cache";
+import type { EntityMetadata, AttributeMetadata, RelationshipMetadata } from "../api/pptbClient";
+
+/**
+ * Load all entities (with caching and de-duplication)
+ */
+export async function loadAllEntities(advancedFindOnly: boolean = true): Promise<EntityMetadata[]> {
+	// Check cache first
+	const cached = metadataCache.getAllEntities();
+	if (cached) {
+		return cached;
+	}
+
+	// Check if request is already in-flight
+	const inFlight = metadataCache.getAllEntitiesPromise();
+	if (inFlight) {
+		return inFlight;
+	}
+
+	// Make new request
+	const promise = pptbClient.getAllEntities(advancedFindOnly);
+	metadataCache.setAllEntitiesPromise(promise);
+
+	try {
+		const entities = await promise;
+		metadataCache.setAllEntities(entities);
+		metadataCache.clearAllEntitiesPromise();
+		return entities;
+	} catch (error) {
+		console.error("loadAllEntities: API error:", error);
+		metadataCache.clearAllEntitiesPromise();
+		throw error;
+	}
+}
+
+/**
+ * Load entity metadata (with caching)
+ */
+export async function loadEntityMetadata(logicalName: string): Promise<EntityMetadata> {
+	// Check cache first
+	const cached = metadataCache.getEntityMetadata(logicalName);
+	if (cached) {
+		return cached;
+	}
+
+	// Make request
+	const metadata = await pptbClient.getEntityMetadata(logicalName);
+	metadataCache.setEntityMetadata(logicalName, metadata);
+	return metadata;
+}
+
+/**
+ * Load entity attributes (with caching and de-duplication)
+ * @param logicalName - Entity logical name
+ * @param advancedFindOnly - Filter to only attributes valid for advanced find (default: true)
+ */
+export async function loadEntityAttributes(
+	logicalName: string,
+	advancedFindOnly: boolean = true
+): Promise<AttributeMetadata[]> {
+	// Check cache first
+	const cacheKey = `${logicalName}_${advancedFindOnly}`;
+	const cached = metadataCache.getEntityAttributes(cacheKey);
+	if (cached) {
+		return cached;
+	}
+
+	// Check if request is already in-flight
+	const inFlight = metadataCache.getAttributesPromise(cacheKey);
+	if (inFlight) {
+		return inFlight;
+	}
+
+	// Make new request
+	const promise = pptbClient.getEntityAttributes(logicalName, advancedFindOnly);
+	metadataCache.setAttributesPromise(cacheKey, promise);
+
+	try {
+		const attributes = await promise;
+		metadataCache.setEntityAttributes(cacheKey, attributes);
+		metadataCache.clearAttributesPromise(cacheKey);
+		return attributes;
+	} catch (error) {
+		metadataCache.clearAttributesPromise(cacheKey);
+		throw error;
+	}
+}
+
+/**
+ * Load a single attribute with full metadata including OptionSet expansion
+ * Used for loading picklist/boolean options for value pickers
+ * @param entityLogicalName - Entity logical name
+ * @param attributeLogicalName - Attribute logical name
+ */
+export async function loadAttributeWithOptionSet(
+	entityLogicalName: string,
+	attributeLogicalName: string
+): Promise<AttributeMetadata> {
+	// Check cache first
+	const cacheKey = `${entityLogicalName}_${attributeLogicalName}_optionset`;
+	const cached = metadataCache.getEntityAttributes(cacheKey);
+	if (cached && cached.length > 0) {
+		return cached[0];
+	}
+
+	// Make request with OptionSet expansion
+	const attribute = await pptbClient.getAttributeWithOptionSet(
+		entityLogicalName,
+		attributeLogicalName
+	);
+
+	// Cache the result
+	metadataCache.setEntityAttributes(cacheKey, [attribute]);
+	return attribute;
+}
+
+/**
+ * Load a single attribute with detailed type-specific metadata (MinValue, MaxValue, Precision, Format)
+ * Used for numeric and datetime attributes that need validation constraints
+ * @param entityLogicalName - Entity logical name
+ * @param attributeLogicalName - Attribute logical name
+ * @param attributeType - Attribute type (Integer, BigInt, Decimal, Double, DateTime)
+ */
+export async function loadAttributeDetailedMetadata(
+	entityLogicalName: string,
+	attributeLogicalName: string,
+	attributeType: string
+): Promise<AttributeMetadata> {
+	// Check cache first
+	const cacheKey = `${entityLogicalName}_${attributeLogicalName}_detailed`;
+	const cached = metadataCache.getEntityAttributes(cacheKey);
+	if (cached && cached.length > 0) {
+		return cached[0];
+	}
+
+	// Make request with type casting to get detailed properties
+	const attribute = await pptbClient.getAttributeDetailedMetadata(
+		entityLogicalName,
+		attributeLogicalName,
+		attributeType
+	);
+
+	// Cache the result
+	metadataCache.setEntityAttributes(cacheKey, [attribute]);
+	return attribute;
+}
+
+/**
+ * Load entity relationships (with caching)
+ * @param logicalName - Entity logical name
+ * @param advancedFindOnly - Filter to only relationships valid for advanced find (default: true)
+ */
+export async function loadEntityRelationships(
+	logicalName: string,
+	advancedFindOnly: boolean = true
+): Promise<{
+	oneToMany: RelationshipMetadata[];
+	manyToOne: RelationshipMetadata[];
+	manyToMany: RelationshipMetadata[];
+}> {
+	// Check cache first
+	const cacheKey = `${logicalName}_${advancedFindOnly}`;
+	const cached = metadataCache.getEntityRelationships(cacheKey);
+	if (cached) {
+		return cached;
+	}
+
+	// Make request
+	const relationships = await pptbClient.getEntityRelationships(logicalName, advancedFindOnly);
+	metadataCache.setEntityRelationships(cacheKey, relationships);
+	return relationships;
+}
+
+/**
+ * Clear all metadata cache
+ */
+export function clearMetadataCache(): void {
+	metadataCache.clear();
+}
+
+/**
+ * Clear cache for specific entity
+ */
+export function clearEntityCache(logicalName: string): void {
+	metadataCache.clearEntity(logicalName);
+}

package/src/features/fetchxml/api/excelExport.ts

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+/**
+ * Local Excel export using exceljs library
+ * Exports query results with native Excel data types (numbers, dates, etc.)
+ */
+
+import ExcelJS from "exceljs";
+import type { AttributeMetadata } from "./pptbClient";
+import { getFormattedValue } from "../ui/RightPane/FormattedValueUtils";
+import type { DisplaySettings } from "../model/displaySettings";
+
+interface ExportToExcelLocalOptions {
+	/** Records to export */
+	records: Record<string, unknown>[];
+	/** Column keys in the order they should appear */
+	columns: string[];
+	/** Map of column key to display name for header */
+	columnDisplayNames: Map<string, string>;
+	/** Multi-entity attribute metadata for type conversion */
+	attributeMetadata?: Map<string, Map<string, AttributeMetadata>>;
+	/** Entity logical name for single-entity metadata lookup */
+	entityName?: string;
+	/** Filename without extension */
+	fileName?: string;
+	/** Display settings for column headers and value modes */
+	displaySettings?: DisplaySettings;
+}
+
+/**
+ * Export records to Excel with native data types
+ * Returns the workbook buffer for download
+ */
+export async function exportToExcelLocal(
+	options: ExportToExcelLocalOptions
+): Promise<{ buffer: ArrayBuffer; fileName: string }> {
+	const {
+		records,
+		columns,
+		columnDisplayNames,
+		attributeMetadata,
+		entityName,
+		fileName = "export",
+		displaySettings,
+	} = options;
+
+	// Extract display settings with defaults
+	const useLogicalNames = displaySettings?.useLogicalNames ?? false;
+	const valueDisplayMode = displaySettings?.valueDisplayMode ?? "formatted";
+
+	const workbook = new ExcelJS.Workbook();
+	workbook.creator = "FetchXML Studio";
+	workbook.created = new Date();
+
+	const worksheet = workbook.addWorksheet("Data");
+
+	// Helper to get attribute metadata
+	const getAttrMeta = (col: string): AttributeMetadata | undefined => {
+		if (!attributeMetadata) return undefined;
+
+		// Try with entity name first
+		if (entityName) {
+			const entityAttrs = attributeMetadata.get(entityName);
+			if (entityAttrs) {
+				// Direct column name
+				if (entityAttrs.has(col)) return entityAttrs.get(col);
+				// Lookup field (_attr_value -> attr)
+				if (col.startsWith("_") && col.endsWith("_value")) {
+					const baseAttr = col.slice(1, -6);
+					if (entityAttrs.has(baseAttr)) return entityAttrs.get(baseAttr);
+				}
+			}
+		}
+
+		// Try to find in any entity's metadata
+		for (const [, entityAttrs] of attributeMetadata) {
+			if (entityAttrs.has(col)) return entityAttrs.get(col);
+			if (col.startsWith("_") && col.endsWith("_value")) {
+				const baseAttr = col.slice(1, -6);
+				if (entityAttrs.has(baseAttr)) return entityAttrs.get(baseAttr);
+			}
+		}
+
+		return undefined;
+	};
+
+	// Helper to check if a column has formatted values in the data
+	const hasFormattedValues = (col: string): boolean => {
+		return records.some((record) => {
+			const rawValue = record[col];
+			const formattedValue = getFormattedValue(record, col);
+			return formattedValue !== undefined && formattedValue !== rawValue;
+		});
+	};
+
+	// Build export columns list - for "both" mode, add raw columns where formatted values exist
+	interface ExportColumn {
+		sourceCol: string;
+		headerName: string;
+		isRawColumn: boolean;
+	}
+
+	const exportColumns: ExportColumn[] = [];
+	for (const col of columns) {
+		// Determine header name based on useLogicalNames setting
+		const displayName = columnDisplayNames.get(col) || col;
+		const headerName = useLogicalNames ? col : displayName;
+
+		if (valueDisplayMode === "both" && hasFormattedValues(col)) {
+			// Add formatted column first, then raw column
+			exportColumns.push({ sourceCol: col, headerName, isRawColumn: false });
+			exportColumns.push({ sourceCol: col, headerName: `${headerName} (Raw)`, isRawColumn: true });
+		} else {
+			// Just one column
+			exportColumns.push({ sourceCol: col, headerName, isRawColumn: false });
+		}
+	}
+
+	// Create header row
+	const headerRow = worksheet.addRow(exportColumns.map((ec) => ec.headerName));
+	headerRow.font = { bold: true };
+	headerRow.fill = {
+		type: "pattern",
+		pattern: "solid",
+		fgColor: { argb: "FFE0E0E0" },
+	};
+
+	// Set column widths based on attribute type and header length
+	worksheet.columns = exportColumns.map((ec, index) => {
+		const attr = getAttrMeta(ec.sourceCol);
+		let width = Math.max(ec.headerName.length + 2, 10);
+
+		// Adjust width based on attribute type
+		switch (attr?.AttributeType) {
+			case "DateTime":
+				width = Math.max(width, 18);
+				break;
+			case "Money":
+			case "Decimal":
+			case "Double":
+				width = Math.max(width, 14);
+				break;
+			case "Lookup":
+			case "Customer":
+			case "Owner":
+				width = Math.max(width, 25);
+				break;
+			case "Memo":
+				width = Math.max(width, 40);
+				break;
+		}
+
+		return { key: `col_${index}`, width };
+	});
+
+	// Helper to get cell value based on display mode and column type
+	const getCellValue = (
+		record: Record<string, unknown>,
+		col: string,
+		isRawColumn: boolean,
+		attr: AttributeMetadata | undefined
+	): unknown => {
+		const rawValue = record[col];
+		const formattedValue = getFormattedValue(record, col);
+
+		// Handle null/undefined
+		if (rawValue === null || rawValue === undefined) {
+			return "";
+		}
+
+		// For raw columns or raw display mode, return raw value with type conversion
+		if (isRawColumn || valueDisplayMode === "raw") {
+			switch (attr?.AttributeType) {
+				case "Integer":
+				case "BigInt":
+					return typeof rawValue === "number" ? rawValue : parseInt(String(rawValue), 10);
+				case "Decimal":
+				case "Double":
+				case "Money":
+					return typeof rawValue === "number" ? rawValue : parseFloat(String(rawValue));
+				case "DateTime":
+					if (rawValue instanceof Date) return rawValue;
+					if (typeof rawValue === "string") {
+						const date = new Date(rawValue);
+						return isNaN(date.getTime()) ? rawValue : date;
+					}
+					return rawValue;
+				case "Boolean":
+					return rawValue;
+				default:
+					return rawValue;
+			}
+		}
+
+		// For formatted or "both" mode (main column), return formatted values
+		switch (attr?.AttributeType) {
+			case "Boolean":
+				return formattedValue || (rawValue ? "Yes" : "No");
+
+			case "Integer":
+			case "BigInt":
+				// Numbers still get typed, but formatted value is used if different
+				return typeof rawValue === "number" ? rawValue : parseInt(String(rawValue), 10);
+
+			case "Decimal":
+			case "Double":
+			case "Money":
+				return typeof rawValue === "number" ? rawValue : parseFloat(String(rawValue));
+
+			case "DateTime":
+				// Return as Date object for Excel to format properly
+				if (rawValue instanceof Date) return rawValue;
+				if (typeof rawValue === "string") {
+					const date = new Date(rawValue);
+					return isNaN(date.getTime()) ? rawValue : date;
+				}
+				return rawValue;
+
+			case "Picklist":
+			case "State":
+			case "Status":
+				// Return formatted value (label) for choice fields
+				return formattedValue || rawValue;
+
+			case "Lookup":
+			case "Customer":
+			case "Owner":
+				// Return formatted value (name) for lookup fields
+				return formattedValue || rawValue;
+
+			default:
+				// For strings and unknown types
+				return formattedValue !== undefined && formattedValue !== rawValue
+					? formattedValue
+					: String(rawValue);
+		}
+	};
+
+	// Add data rows with proper types
+	for (const record of records) {
+		const rowValues: unknown[] = exportColumns.map((ec) => {
+			const attr = getAttrMeta(ec.sourceCol);
+			return getCellValue(record, ec.sourceCol, ec.isRawColumn, attr);
+		});
+
+		const dataRow = worksheet.addRow(rowValues);
+
+		// Apply number format based on attribute type (only for non-raw columns in formatted mode)
+		exportColumns.forEach((ec, index) => {
+			const attr = getAttrMeta(ec.sourceCol);
+			const cell = dataRow.getCell(index + 1);
+
+			// Skip formatting for raw columns (show actual values)
+			if (ec.isRawColumn) return;
+
+			switch (attr?.AttributeType) {
+				case "DateTime":
+					cell.numFmt = "yyyy-mm-dd hh:mm:ss";
+					break;
+				case "Money":
+					// Use currency format
+					cell.numFmt = '"$"#,##0.00';
+					break;
+				case "Decimal":
+				case "Double": {
+					// Get precision from metadata or default to 2
+					const precision = (attr as { Precision?: number })?.Precision ?? 2;
+					cell.numFmt = `0.${"0".repeat(precision)}`;
+					break;
+				}
+				case "Integer":
+				case "BigInt":
+					cell.numFmt = "#,##0";
+					break;
+			}
+		});
+	}
+
+	// Freeze the header row
+	worksheet.views = [{ state: "frozen", ySplit: 1 }];
+
+	// Auto-filter
+	if (exportColumns.length > 0) {
+		worksheet.autoFilter = {
+			from: { row: 1, column: 1 },
+			to: { row: records.length + 1, column: exportColumns.length },
+		};
+	}
+
+	// Generate buffer
+	const buffer = await workbook.xlsx.writeBuffer();
+	// Include full timestamp (date + time) to avoid overwrite prompts on repeated exports
+	const timestamp = new Date().toISOString().replace(/[:.]/g, "-").slice(0, 19);
+	const finalFileName = `${fileName}_${timestamp}.xlsx`;
+
+	return {
+		buffer: buffer as ArrayBuffer,
+		fileName: finalFileName,
+	};
+}
+
+/**
+ * Trigger browser download of the Excel file
+ */
+export function downloadExcelFile(buffer: ArrayBuffer, fileName: string): void {
+	const blob = new Blob([buffer], {
+		type: "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+	});
+	const url = URL.createObjectURL(blob);
+
+	const link = document.createElement("a");
+	link.href = url;
+	link.download = fileName;
+	document.body.appendChild(link);
+	link.click();
+
+	// Cleanup
+	document.body.removeChild(link);
+	URL.revokeObjectURL(url);
+}

package/src/features/fetchxml/api/formattedValues.ts

@@ -0,0 +1,107 @@
+/**
+ * Utilities for working with Dataverse formatted values
+ * Formatted values come from Web API with @OData.Community.Display.V1.FormattedValue annotations
+ */
+
+/**
+ * Get the formatted value for a property if available
+ * Falls back to raw value if no formatted value exists
+ * Handles both regular properties and lookup properties (with _propertyname_value pattern)
+ * 
+ * @example
+ * // Record from API:
+ * // {
+ * //   "statuscode": 1,
+ * //   "statuscode@OData.Community.Display.V1.FormattedValue": "Active",
+ * //   "createdon": "2024-01-15T10:30:00Z",
+ * //   "createdon@OData.Community.Display.V1.FormattedValue": "1/15/2024 10:30 AM",
+ * //   "_createdby_value": "guid-here",
+ * //   "_createdby_value@OData.Community.Display.V1.FormattedValue": "John Doe"
+ * // }
+ * 
+ * getFormattedValue(record, "statuscode") // Returns "Active"
+ * getFormattedValue(record, "createdon") // Returns "1/15/2024 10:30 AM"
+ * getFormattedValue(record, "_createdby_value") // Returns "John Doe"
+ * getFormattedValue(record, "name") // Returns raw name value
+ */
+export function getFormattedValue(
+	record: Record<string, unknown>,
+	propertyName: string
+): unknown {
+	const formattedKey = `${propertyName}@OData.Community.Display.V1.FormattedValue`;
+	
+	// Return formatted value if it exists, otherwise return raw value
+	if (formattedKey in record && record[formattedKey] !== null && record[formattedKey] !== undefined) {
+		return record[formattedKey];
+	}
+	
+	return record[propertyName];
+}
+
+/**
+ * Check if a property has a formatted value annotation
+ */
+export function hasFormattedValue(
+	record: Record<string, unknown>,
+	propertyName: string
+): boolean {
+	const formattedKey = `${propertyName}@OData.Community.Display.V1.FormattedValue`;
+	return formattedKey in record;
+}
+
+/**
+ * Get both raw and formatted values for a property
+ */
+export function getValuePair(
+	record: Record<string, unknown>,
+	propertyName: string
+): {
+	raw: unknown;
+	formatted?: unknown;
+} {
+	const raw = record[propertyName];
+	const formattedKey = `${propertyName}@OData.Community.Display.V1.FormattedValue`;
+	const formatted = record[formattedKey];
+	
+	return {
+		raw,
+		formatted: formatted !== null && formatted !== undefined ? formatted : undefined,
+	};
+}
+
+/**
+ * Transform a record to use formatted values where available
+ * Creates a new object with formatted values replacing raw values
+ * Useful for displaying data in grids
+ */
+export function transformRecordWithFormattedValues(
+	record: Record<string, unknown>
+): Record<string, unknown> {
+	const transformed: Record<string, unknown> = {};
+	
+	// Get all property names (excluding OData annotations)
+	const propertyNames = Object.keys(record).filter(
+		(key) => !key.includes("@OData") && !key.includes("@Microsoft")
+	);
+	
+	for (const prop of propertyNames) {
+		transformed[prop] = getFormattedValue(record, prop);
+	}
+	
+	return transformed;
+}
+
+/**
+ * Check if the response includes formatted values
+ * Useful for detecting if the API was called with Prefer: odata.include-annotations="*"
+ */
+export function responseHasFormattedValues(
+	records: Record<string, unknown>[]
+): boolean {
+	if (records.length === 0) return false;
+	
+	const firstRecord = records[0];
+	const keys = Object.keys(firstRecord);
+	
+	return keys.some((key) => key.includes("@OData.Community.Display.V1.FormattedValue"));
+}