@talxis/base-controls 1.2604.2 → 1.2605.2-alpha

package/dist/components/TaskGrid/extensions/dataverse/DataverseCustomColumnsStrategy.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"DataverseCustomColumnsStrategy.js","sources":["../../../../../src/components/TaskGrid/extensions/dataverse/DataverseCustomColumnsStrategy.ts"],"sourcesContent":["import { Attribute, DatasetConstants, DataType, DataTypes, FieldValue, IColumn, IEventEmitter, IRawRecord, IRecord, IRecordSaveOperationResult, Sanitizer } from \"@talxis/client-libraries\";\nimport { DynamicEntityDefinition } from \"@talxis/client-metadata\";\nimport { Attribute as IAttribute } from '@talxis/client-metadata/dist/interfaces/entity/IEntityDefinition';\nimport { ICustomColumnsStrategy } from \"../../providers/custom-columns/CustomColumnsDataProvider\";\n\nexport const ATTRIBUTE_DEFINITION_ENTITY_NAME = 'talxis_attributedefinition';\nexport const ATTRIBUTE_VALUE_ENTITY_NAME = 'talxis_attributevalue';\nexport const CUSTOM_COLUMNS_REFERENED_ENTITY_NAVIGATION_NAME = 'talxis_task_talxis_attributevalue_regardingobjectid';\n\n/** Constructor parameters for {@link DataverseCustomColumnsStrategy}. */\ninterface IDataverseCustomColumnsStrategyParameters {\n    /** Logical name of the entity for which dynamic attribute definitions are managed (e.g. `\"task\"`). */\n    entityName: string;\n    /** Optional record ID used to scope attribute definitions to a specific parent record. */\n    recordId?: string;\n}\n\n/**\n * Extends {@link ICustomColumnsStrategy} with Dataverse-specific accessors needed to persist\n * custom column values through the `talxis_attributevalue` entity.\n */\nexport interface IDataverseCustomColumnsStrategy extends ICustomColumnsStrategy {\n    /** Saves the dirty custom-column value on `record` to the appropriate `talxis_attributevalue` record, creating it if it doesn't exist yet. */\n    saveValueToCustomColumn: (record: IRecord) => Promise<IRecordSaveOperationResult>;\n    /** Reads and returns the typed value for `column` from the raw attribute-value payload embedded in `rawRecord`. */\n    getValueFromRawRecord: (recordId: string, rawRecord: IRawRecord, column: IColumn) => any;\n}\n\n/**\n * Ready-to-use {@link ICustomColumnsStrategy} implementation for the Dataverse / Talxis platform.\n *\n * Dynamic (user-defined) columns are modelled as `talxis_attributedefinition` records.\n * Column values are stored as `talxis_attributevalue` records linked to the task record.\n *\n * Pass an instance to the `onCreateCustomColumnsStrategy` hook of your descriptor to enable the\n * custom-columns feature in the TaskGrid.\n */\nexport class DataverseCustomColumnsStrategy implements IDataverseCustomColumnsStrategy {\n    private _entityName: string;\n    private _recordId?: string;\n    private _attributes: IAttribute[] = [];\n    private _attributeIdsMap: Map<string, string> = new Map();\n\n    /** @param parameters — see {@link IDataverseCustomColumnsStrategyParameters}. */\n    constructor(parameters: IDataverseCustomColumnsStrategyParameters) {\n        this._entityName = parameters.entityName;\n        this._recordId = parameters.recordId;\n    }\n\n    /** Fetches the latest `talxis_attributedefinition` records for the entity/record scope and returns them as `IColumn[]`. */\n    public async onRefresh(): Promise<IColumn[]> {\n        const entityDefinition = await DynamicEntityDefinition.fetchForRecord(this._entityName, this._recordId);\n        this._attributes = entityDefinition.Attributes;\n        return this.onGetColumns();\n    }\n\n    //get all attribute values based given the \n    public async onGetRawRecords(): Promise<IRawRecord[]> {\n        return [];\n    }\n\n    public async onGetRawRecord(recordId: string): Promise<IRawRecord> {\n        throw new Error('Method not implemented.');\n    }\n\n    /** Returns the currently cached attribute definitions as `IColumn[]` without a network fetch. */\n    public onGetColumns(): IColumn[] {\n        return this._attributes.map(attr => {\n            const dataType = Attribute.GetDataTypeFromMetadata({ ...attr as any, attributeDescriptor: attr });\n            return {\n                name: `${attr.LogicalName}${DatasetConstants.CUSTOM_COLUMN_NAME_SUFFIX}`,\n                isVirtual: true,\n                displayName: attr.DisplayName,\n                dataType: dataType,\n                visualSizeFactor: 200,\n                metadata: this._getMetadataForDataType(dataType, attr) as any\n            }\n        })\n    }\n\n    /** Deletes the `talxis_attributedefinition` record backing `columnName`, then refreshes the column list. Returns the deleted column name. */\n    public async onDeleteColumn(columnName: string): Promise<string | null> {\n        const id = columnName.split(`${DatasetConstants.CUSTOM_COLUMN_NAME_SUFFIX}`)[0];\n        await window.Xrm.WebApi.deleteRecord(ATTRIBUTE_DEFINITION_ENTITY_NAME, id);\n        await this.onRefresh();\n        return columnName\n    }\n\n    /** Opens the `talxis_attributedefinition` entity record form in a side dialog. Returns the new column name (with the custom-column suffix) when the record is saved, or `null` when the dialog is dismissed. */\n    public async onCreateColumn(): Promise<string | null> {\n        const { savedEntityReference } = await window.Xrm.Navigation.navigateTo({\n            entityName: ATTRIBUTE_DEFINITION_ENTITY_NAME,\n            pageType: 'entityrecord',\n            data: {\n                'talxis_entityname': this._entityName,\n                'talxis_recordid': this._recordId,\n            }\n        }, {\n            target: 2,\n        });\n        if (savedEntityReference && savedEntityReference.length > 0) {\n            const entityReference = savedEntityReference[0];\n            const id = Sanitizer.Guid.removeGuidBrackets(entityReference.id);\n            await this.onRefresh();\n            return `${id}${DatasetConstants.CUSTOM_COLUMN_NAME_SUFFIX}`;\n        }\n        else return null\n    }\n\n    /** Opens the existing `talxis_attributedefinition` record in a side dialog for editing, then refreshes columns. Returns `columnName` unchanged. */\n    public async onUpdateColumn(columnName: string): Promise<string | null> {\n        const attributeDefinitionId = columnName.split(`${DatasetConstants.CUSTOM_COLUMN_NAME_SUFFIX}`)[0];\n        await window.Xrm.Navigation.navigateTo({\n            entityName: ATTRIBUTE_DEFINITION_ENTITY_NAME,\n            pageType: 'entityrecord',\n            entityId: attributeDefinitionId\n        }, {\n            target: 2,\n        });\n        await this.onRefresh();\n        return columnName;\n    }\n\n    /**\n     * Upserts the `talxis_attributevalue` record for the dirty custom-column field on `record`.\n     * Creates a new record when no value exists yet; updates the existing one otherwise.\n     * @returns A save-operation result indicating success or the encountered error.\n     */\n    public async saveValueToCustomColumn(record: IRecord): Promise<IRecordSaveOperationResult> {\n        const dirtyField = record.getFields().find(field => field.isDirty());\n        const column = dirtyField?.getColumn();\n\n        if (!column?.name.endsWith(DatasetConstants.CUSTOM_COLUMN_NAME_SUFFIX)) {\n            return {\n                success: true,\n                fields: [],\n                recordId: record.getRecordId(),\n            }\n        }\n        const attributeDefinitionId = column.name.split(`${DatasetConstants.CUSTOM_COLUMN_NAME_SUFFIX}`)[0];\n        const regardingObjectId = record.getRecordId();\n        const attributeValueId = this._attributeIdsMap.get(`${regardingObjectId}_${attributeDefinitionId}`);\n        const payload = {\n            [this._getFieldNameForColumn(column)]: this._getValueForPayload(record.getValue(column.name), column),\n            'talxis_serialized_value': this._getSerializedValue(record.getValue(column.name)),\n        }\n\n        try {\n\n            if (!attributeValueId) {\n                const result = await window.Xrm.WebApi.createRecord(ATTRIBUTE_VALUE_ENTITY_NAME, {\n                    ...payload,\n                    'talxis_attributedefinitionid@odata.bind': `/talxis_attributedefinitions(${attributeDefinitionId})`,\n                    'talxis_regardingobjectid_task@odata.bind': `/tasks(${regardingObjectId})`,\n                });\n                this._attributeIdsMap.set(`${regardingObjectId}_${attributeDefinitionId}`, result.id);\n                return {\n                    success: true,\n                    recordId: result.id,\n                    fields: [column.name]\n                }\n            }\n\n            else {\n                await window.Xrm.WebApi.updateRecord(ATTRIBUTE_VALUE_ENTITY_NAME, attributeValueId, {\n                    ...payload\n                });\n                return {\n                    success: true,\n                    recordId: attributeValueId,\n                    fields: [column.name]\n                }\n            }\n        }\n        catch (err: any) {\n            return {\n                success: false,\n                recordId: attributeValueId ?? '',\n                fields: [column.name],\n                errors: [{\n                    message: err.message,\n                    fieldName: column.name\n                }]\n            }\n        }\n    }\n\n    /**\n     * Resolves the typed value for `column` from the embedded `talxis_attributevalue` collection inside `rawRecord`.\n     * Also caches the `talxis_attributevalueid` for subsequent upsert calls in {@link saveValueToCustomColumn}.\n     * @returns The typed column value, or `null` when no matching attribute value record is found.\n     */\n    public getValueFromRawRecord(recordId: string, rawRecord: IRawRecord, column: IColumn) {\n        const attribute = this._getAttributeFromRawRecord(recordId, rawRecord, column);\n        if (attribute == null) {\n            return null;\n        }\n        const fieldName = this._getFieldNameForColumn(column);\n\n        if (column.dataType === DataTypes.OptionSet) {\n            const metadata = column.metadata as any;\n            const optionSet = metadata.OptionSet as any;\n            const option = optionSet.find((option: any) => option.OptionId == attribute['_talxis_choice_value_value']);\n            return option ? option.Value : null;\n        }\n        return new FieldValue(attribute[fieldName], column.dataType).getValue();\n    }\n\n    private _getAttributeFromRawRecord(recordId: string, rawRecord: IRawRecord, column: IColumn) {\n        const attributes: any[] = rawRecord[CUSTOM_COLUMNS_REFERENED_ENTITY_NAVIGATION_NAME] ?? [];\n        if (attributes.length === 0) {\n            return null;\n        }\n        const attributeDefinitionId = column.name.split(`${DatasetConstants.CUSTOM_COLUMN_NAME_SUFFIX}`)[0];\n        const attribute = attributes.find(attr => attr['_talxis_attributedefinitionid_value'] === attributeDefinitionId);\n        if (attribute) {\n            this._attributeIdsMap.set(`${recordId}_${attributeDefinitionId}`, attribute['talxis_attributevalueid']);\n        }\n        return attribute;\n    }\n\n    private _getFieldNameForColumn(column: IColumn): string {\n        switch (column.dataType) {\n            case DataTypes.WholeNone:\n            case DataTypes.WholeDuration:\n            case DataTypes.WholeLanguage:\n            case DataTypes.WholeTimeZone:\n                return 'talxis_int_value';\n            case DataTypes.Decimal:\n                return 'talxis_decimal_value';\n            case DataTypes.OptionSet:\n                return 'talxis_choice_value@odata.bind';\n            case DataTypes.TwoOptions:\n                return 'talxis_bit_value';\n            case DataTypes.DateAndTimeDateOnly:\n                return 'talxis_date_value';\n            case DataTypes.DateAndTimeDateAndTime: {\n                return column.metadata?.Behavior === 3 ? 'talxis_datetime_tzi_value' : 'talxis_datetime_userlocal_value';\n            }\n            default:\n                return 'talxis_text_value';\n        }\n    }\n\n    private _getValueForPayload(value: any, column: IColumn): any {\n        switch (column.dataType) {\n            case 'TwoOptions': {\n                return value == '1' ? true : false;\n            }\n            case 'OptionSet': {\n                const attribute: IAttribute = column.metadata as any;\n                const optionSet = attribute.OptionSet as any;\n                const optionId = optionSet.find((option: any) => option.Value == value)?.OptionId;\n                if (optionId) {\n                    return `/talxis_attributeoptions(${optionId})`;\n                }\n                return null;\n            }\n            case 'DateAndTime.DateAndTime':\n            case 'DateAndTime.DateOnly': {\n                return value;\n            }\n            default: {\n                return value;\n            }\n        }\n    }\n\n    //this is wrong, but it has been developed as part of dynamic attributes like this\n    private _getSerializedValue(value: any) {\n        return JSON.stringify({\n            raw: value,\n            error: false,\n            errorMessage: ''\n        })\n    }\n\n    private _getMetadataForDataType(dataType: DataType, attr: IAttribute) {\n        switch (dataType) {\n            case DataTypes.OptionSet:\n            case DataTypes.TwoOptions: {\n                return {\n                    ...attr,\n                    OptionSet: attr.OptionSet?.Options.map(option => {\n                        return {\n                            Label: option.Label,\n                            Value: option.Value,\n                            Color: option.Color,\n                            OptionId: option.talxis_OptionId\n                        }\n                    })\n                }\n            }\n            default: {\n                return 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package/dist/components/TaskGrid/extensions/dataverse/DataverseGridCustomizerStrategy.d.ts

@@ -0,0 +1,20 @@
+import { ColDef, IGridCustomizer, IGridCustomizerStrategy } from "../../components/grid";
+/**
+ * Ready-to-use {@link IGridCustomizerStrategy} for the Dataverse / Talxis platform.
+ *
+ * Automatically applies custom cell renderers to lookup-many columns (columns whose name
+ * ends with the lookup-many suffix). Returned by {@link DataverseTaskGridDescriptor} by default.
+ *
+ * Extend or replace this class via `onCreateGridCustomizerStrategy` on your descriptor when
+ * you need additional AG Grid column, editor, or row-class customizations.
+ */
+export declare class DataverseGridCustomizerStrategy implements IGridCustomizerStrategy {
+    private _customizer;
+    private _provider?;
+    private _gridApi;
+    /** Stores references to the customizer, task data provider, and grid API. Called once by the internal `GridCustomizer` after the AG Grid instance is ready. */
+    onInitialize(customizer: IGridCustomizer): void;
+    /** Injects the lookup-many {@link CellRenderer} and sets `autoHeight`/non-editable flags for any column whose name ends with the lookup-many suffix. */
+    onGetColumnDefinitions(colDefs: ColDef[]): ColDef[];
+    private _getProvider;
+}

package/dist/components/TaskGrid/extensions/dataverse/DataverseGridCustomizerStrategy.js

@@ -0,0 +1,42 @@
+import { FetchXmlLookupManyCellRenderer } from './lookup-many/cell-renderer/FetchXmlLookupManyCellRenderer.js';
+import { LOOKUP_MANY_COLUMN_NAME_SUFFIX } from './lookup-many/LookupManyHandler.js';
+
+/**
+ * Ready-to-use {@link IGridCustomizerStrategy} for the Dataverse / Talxis platform.
+ *
+ * Automatically applies custom cell renderers to lookup-many columns (columns whose name
+ * ends with the lookup-many suffix). Returned by {@link DataverseTaskGridDescriptor} by default.
+ *
+ * Extend or replace this class via `onCreateGridCustomizerStrategy` on your descriptor when
+ * you need additional AG Grid column, editor, or row-class customizations.
+ */
+class DataverseGridCustomizerStrategy {
+    /** Stores references to the customizer, task data provider, and grid API. Called once by the internal `GridCustomizer` after the AG Grid instance is ready. */
+    onInitialize(customizer) {
+        this._customizer = customizer;
+        this._provider = customizer.getTaskDataProvider();
+        this._gridApi = customizer.getGridApi();
+    }
+    /** Injects the lookup-many {@link CellRenderer} and sets `autoHeight`/non-editable flags for any column whose name ends with the lookup-many suffix. */
+    onGetColumnDefinitions(colDefs) {
+        for (const colDef of colDefs) {
+            const column = this._getProvider().getColumnsMap()[colDef.field];
+            if (column?.name.endsWith(LOOKUP_MANY_COLUMN_NAME_SUFFIX)) {
+                colDef.cellRenderer = FetchXmlLookupManyCellRenderer;
+                colDef.autoHeight = true;
+                colDef.editable = false;
+                colDef.suppressKeyboardEvent = () => true;
+            }
+        }
+        return colDefs;
+    }
+    _getProvider() {
+        if (!this._provider) {
+            throw new Error('TaskDataProvider is not available in GridCustomizerStrategy. Have you called onInitialize?');
+        }
+        return this._provider;
+    }
+}
+
+export { DataverseGridCustomizerStrategy };
+//# sourceMappingURL=DataverseGridCustomizerStrategy.js.map

package/dist/components/TaskGrid/extensions/dataverse/DataverseGridCustomizerStrategy.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"DataverseGridCustomizerStrategy.js","sources":["../../../../../src/components/TaskGrid/extensions/dataverse/DataverseGridCustomizerStrategy.ts"],"sourcesContent":["import { ColDef, GridApi, IGridCustomizer, IGridCustomizerStrategy } from \"../../components/grid\";\nimport { ITaskDataProvider } from \"../../providers\";\nimport { FetchXmlLookupManyCellRenderer } from \"./lookup-many/cell-renderer/FetchXmlLookupManyCellRenderer\";\nimport { LOOKUP_MANY_COLUMN_NAME_SUFFIX } from \"./lookup-many/LookupManyHandler\";\n\n/**\n * Ready-to-use {@link IGridCustomizerStrategy} for the Dataverse / Talxis platform.\n *\n * Automatically applies custom cell renderers to lookup-many columns (columns whose name\n * ends with the lookup-many suffix). Returned by {@link DataverseTaskGridDescriptor} by default.\n *\n * Extend or replace this class via `onCreateGridCustomizerStrategy` on your descriptor when\n * you need additional AG Grid column, editor, or row-class customizations.\n */\nexport class DataverseGridCustomizerStrategy implements IGridCustomizerStrategy {\n    private _customizer!: IGridCustomizer;\n    private _provider?: ITaskDataProvider;\n    private _gridApi!: GridApi;\n\n    /** Stores references to the customizer, task data provider, and grid API. Called once by the internal `GridCustomizer` after the AG Grid instance is ready. */\n    public onInitialize(customizer: IGridCustomizer): void {\n        this._customizer = customizer;\n        this._provider = customizer.getTaskDataProvider();\n        this._gridApi = customizer.getGridApi();\n    }\n\n    /** Injects the lookup-many {@link CellRenderer} and sets `autoHeight`/non-editable flags for any column whose name ends with the lookup-many suffix. */\n    public onGetColumnDefinitions(colDefs: ColDef[]): ColDef[] {\n        for (const colDef of colDefs) {\n            const column = this._getProvider().getColumnsMap()[colDef.field!];\n            if (column?.name.endsWith(LOOKUP_MANY_COLUMN_NAME_SUFFIX)) {\n                colDef.cellRenderer = FetchXmlLookupManyCellRenderer;\n                colDef.autoHeight = true;\n                colDef.editable = false;\n                colDef.suppressKeyboardEvent = () => true;\n            }\n        }\n        return colDefs;\n    }\n\n    private _getProvider(): ITaskDataProvider {\n        if (!this._provider) {\n            throw new Error('TaskDataProvider is not available in GridCustomizerStrategy. Have you called onInitialize?');\n        }\n        return this._provider;\n    }\n\n}"],"names":[],"mappings":";;;AAKA;;;;;;;;AAQG;MACU,+BAA+B,CAAA;;AAMjC,IAAA,YAAY,CAAC,UAA2B,EAAA;AAC3C,QAAA,IAAI,CAAC,WAAW,GAAG,UAAU,CAAC;AAC9B,QAAA,IAAI,CAAC,SAAS,GAAG,UAAU,CAAC,mBAAmB,EAAE,CAAC;AAClD,QAAA,IAAI,CAAC,QAAQ,GAAG,UAAU,CAAC,UAAU,EAAE,CAAC;KAC3C;;AAGM,IAAA,sBAAsB,CAAC,OAAiB,EAAA;AAC3C,QAAA,KAAK,MAAM,MAAM,IAAI,OAAO,EAAE;AAC1B,YAAA,MAAM,MAAM,GAAG,IAAI,CAAC,YAAY,EAAE,CAAC,aAAa,EAAE,CAAC,MAAM,CAAC,KAAM,CAAC,CAAC;YAClE,IAAI,MAAM,EAAE,IAAI,CAAC,QAAQ,CAAC,8BAA8B,CAAC,EAAE;AACvD,gBAAA,MAAM,CAAC,YAAY,GAAG,8BAA8B,CAAC;AACrD,gBAAA,MAAM,CAAC,UAAU,GAAG,IAAI,CAAC;AACzB,gBAAA,MAAM,CAAC,QAAQ,GAAG,KAAK,CAAC;AACxB,gBAAA,MAAM,CAAC,qBAAqB,GAAG,MAAM,IAAI,CAAC;AAC7C,aAAA;AACJ,SAAA;AACD,QAAA,OAAO,OAAO,CAAC;KAClB;IAEO,YAAY,GAAA;AAChB,QAAA,IAAI,CAAC,IAAI,CAAC,SAAS,EAAE;AACjB,YAAA,MAAM,IAAI,KAAK,CAAC,4FAA4F,CAAC,CAAC;AACjH,SAAA;QACD,OAAO,IAAI,CAAC,SAAS,CAAC;KACzB;AAEJ;;;;"}

package/dist/components/TaskGrid/extensions/dataverse/DataverseSavedQueryStrategy.d.ts

@@ -0,0 +1,49 @@
+import { FetchXmlDataProvider } from "@talxis/client-libraries";
+import { IDeletedUserQueriesResult, ISavedQuery, ISavedQueryStrategy } from "../../providers/saved-query/SavedQueryDataProvider";
+/**
+ * Parameters for constructing a {@link DataverseSavedQueryStrategy}.
+ */
+interface IDataverseSavedQueryStrategyParameters {
+    /** Callback that retrieves the system (shared) saved queries. */
+    onGetSystemQueries: () => Promise<ISavedQuery[]>;
+    /** Logical name of the entity whose queries are managed (used as `talxis_returnedtypecode`). */
+    entityName: string;
+    /** Optional record ID used to scope queries to a specific record (`talxis_recordid`). When omitted, only queries with a null `talxis_recordid` are returned. */
+    recordId?: string;
+    /** Optional owner ID used to filter queries by owner (`ownerid`). */
+    ownerId?: string;
+}
+/**
+ * Ready-to-use {@link ISavedQueryStrategy} implementation for the Dataverse / Talxis platform.
+ *
+ * Persists user-defined saved views as `talxis_userquery` records, optionally scoped to a
+ * specific parent record (`talxis_recordid`) and/or owner (`ownerid`).
+ * System queries are supplied via the `onGetSystemQueries` callback and are never persisted.
+ *
+ * Also acts as an `IDataProvider` (extends `FetchXmlDataProvider`) so it can be passed directly
+ * to the user-query creation dialog.
+ */
+export declare class DataverseSavedQueryStrategy extends FetchXmlDataProvider implements ISavedQueryStrategy {
+    private _recordId?;
+    private _parentEntityName;
+    private _onGetSystemQueries;
+    constructor(parameters: IDataverseSavedQueryStrategyParameters);
+    /** Fetches all `talxis_userquery` records matching the configured entity/record/owner scope and maps them to {@link ISavedQuery}. */
+    onGetUserQueries(): Promise<ISavedQuery[]>;
+    /** Delegates to the `onGetSystemQueries` callback supplied at construction time. */
+    onGetSystemQueries(): Promise<ISavedQuery[]>;
+    /** Deletes the specified `talxis_userquery` records and returns a per-query success/failure result. */
+    onDeleteUserQueries(queryIds: string[]): Promise<IDeletedUserQueriesResult>;
+    /** Serialises the current query metadata (columns, filters, sorting, …) to `talxis_layoutjson` and saves the record. Returns the query ID on success. */
+    onUpdateUserQuery(currentQuery: ISavedQuery): Promise<string | null>;
+    /**
+     * Creates a new `talxis_userquery` record that captures the current grid state (columns, filters, sorting, …).
+     * A deterministic ID is generated with a `00001111` prefix so it sorts predictably alongside Dataverse-native GUIDs.
+     * @returns The new record ID on success.
+     */
+    onCreateUserQuery(newQuery: {
+        name: string;
+        description?: string;
+    }, currentQuery: ISavedQuery): Promise<string | null>;
+}
+export {};

package/dist/components/TaskGrid/{data-providers/saved-query-data-provider/TalxisSavedQueryDataProvider.js → extensions/dataverse/DataverseSavedQueryStrategy.js}

@@ -12,27 +12,41 @@ const FETCH_XML = `
     </entity>
 </fetch>
 `;
-const _getFetchXml = (recordId, ownerId) => {
+const _getFetchXml = (entityName, recordId, ownerId) => {
     const fetch = FetchXmlBuilder.fetch.fromXml(FETCH_XML);
-    if (recordId || ownerId) {
-        const filter = new FetchXmlBuilder.filter("and");
-        if (recordId) {
-            filter.addCondition(new FetchXmlBuilder.condition("talxis_recordid", FetchXmlBuilder.Operator.Equal, [new FetchXmlBuilder.value(recordId)]));
-        }
-        if (ownerId) {
-            filter.addCondition(new FetchXmlBuilder.condition("ownerid", FetchXmlBuilder.Operator.Equal, [new FetchXmlBuilder.value(ownerId)]));
-        }
-        fetch.entity.addFilter(filter);
+    const filter = new FetchXmlBuilder.filter("and");
+    filter.addCondition(new FetchXmlBuilder.condition("talxis_returnedtypecode", FetchXmlBuilder.Operator.Equal, [new FetchXmlBuilder.value(entityName)]));
+    if (ownerId) {
+        filter.addCondition(new FetchXmlBuilder.condition("ownerid", FetchXmlBuilder.Operator.Equal, [new FetchXmlBuilder.value(ownerId)]));
+    }
+    if (recordId) {
+        filter.addCondition(new FetchXmlBuilder.condition("talxis_recordid", FetchXmlBuilder.Operator.Equal, [new FetchXmlBuilder.value(recordId)]));
+    }
+    else {
+        filter.addCondition(new FetchXmlBuilder.condition("talxis_recordid", FetchXmlBuilder.Operator.Null));
     }
+    fetch.entity.addFilter(filter);
     return fetch.toXml();
 };
-class TalxisSavedQueryStrategy extends FetchXmlDataProvider {
+/**
+ * Ready-to-use {@link ISavedQueryStrategy} implementation for the Dataverse / Talxis platform.
+ *
+ * Persists user-defined saved views as `talxis_userquery` records, optionally scoped to a
+ * specific parent record (`talxis_recordid`) and/or owner (`ownerid`).
+ * System queries are supplied via the `onGetSystemQueries` callback and are never persisted.
+ *
+ * Also acts as an `IDataProvider` (extends `FetchXmlDataProvider`) so it can be passed directly
+ * to the user-query creation dialog.
+ */
+class DataverseSavedQueryStrategy extends FetchXmlDataProvider {
     constructor(parameters) {
-        const fetchXml = _getFetchXml(parameters.recordId, parameters.ownerId);
+        const fetchXml = _getFetchXml(parameters.entityName, parameters.recordId, parameters.ownerId);
         super({ fetchXml });
+        this._parentEntityName = parameters.entityName;
         this._recordId = parameters.recordId;
         this._onGetSystemQueries = parameters.onGetSystemQueries;
     }
+    /** Fetches all `talxis_userquery` records matching the configured entity/record/owner scope and maps them to {@link ISavedQuery}. */
     async onGetUserQueries() {
         const result = await this.refresh();
         return result.map(r => {
@@ -44,9 +58,11 @@ class TalxisSavedQueryStrategy extends FetchXmlDataProvider {
             };
         });
     }
+    /** Delegates to the `onGetSystemQueries` callback supplied at construction time. */
     async onGetSystemQueries() {
         return this._onGetSystemQueries();
     }
+    /** Deletes the specified `talxis_userquery` records and returns a per-query success/failure result. */
     async onDeleteUserQueries(queryIds) {
         const result = await this.deleteRecords(queryIds);
         if (result.success) {
@@ -63,6 +79,7 @@ class TalxisSavedQueryStrategy extends FetchXmlDataProvider {
             };
         }
     }
+    /** Serialises the current query metadata (columns, filters, sorting, …) to `talxis_layoutjson` and saves the record. Returns the query ID on success. */
     async onUpdateUserQuery(currentQuery) {
         const record = this.getRecordsMap()[currentQuery.id];
         if (!record) {
@@ -76,6 +93,11 @@ class TalxisSavedQueryStrategy extends FetchXmlDataProvider {
         }
         return currentQuery.id;
     }
+    /**
+     * Creates a new `talxis_userquery` record that captures the current grid state (columns, filters, sorting, …).
+     * A deterministic ID is generated with a `00001111` prefix so it sorts predictably alongside Dataverse-native GUIDs.
+     * @returns The new record ID on success.
+     */
     async onCreateUserQuery(newQuery, currentQuery) {
         const userqueryid = `00001111${crypto.randomUUID().substring(8)}`;
         const { name, description } = newQuery;
@@ -85,7 +107,7 @@ class TalxisSavedQueryStrategy extends FetchXmlDataProvider {
             'talxis_layoutjson': JSON.stringify(queryMetadata),
             'talxis_name': name,
             'talxis_description': description,
-            'talxis_returnedtypecode': this.getEntityName(),
+            'talxis_returnedtypecode': this._parentEntityName,
             'talxis_recordid': this._recordId ?? null,
         };
         const result = await window.Xrm.WebApi.createRecord('talxis_userquery', rawData);
@@ -93,5 +115,5 @@ class TalxisSavedQueryStrategy extends FetchXmlDataProvider {
     }
 }
 
-export { TalxisSavedQueryStrategy };
-//# sourceMappingURL=TalxisSavedQueryDataProvider.js.map
+export { DataverseSavedQueryStrategy };
+//# sourceMappingURL=DataverseSavedQueryStrategy.js.map

package/dist/components/TaskGrid/extensions/dataverse/DataverseSavedQueryStrategy.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"DataverseSavedQueryStrategy.js","sources":["../../../../../src/components/TaskGrid/extensions/dataverse/DataverseSavedQueryStrategy.ts"],"sourcesContent":["import { FetchXmlBuilder, FetchXmlDataProvider } from \"@talxis/client-libraries\";\nimport { IDeletedUserQueriesResult, ISavedQuery, ISavedQueryStrategy } from \"../../providers/saved-query/SavedQueryDataProvider\";\nimport { ErrorHelper } from \"../../../../utils/error-handling\";\n\nconst FETCH_XML = `\n<fetch count=\"5000\" page=\"1\">\n    <entity name=\"talxis_userquery\">\n        <attribute name=\"talxis_userqueryid\" />\n        <attribute name=\"talxis_name\" />\n        <attribute name=\"talxis_description\" />\n        <attribute name=\"talxis_layoutjson\" />\n        <order attribute=\"talxis_name\" />\n    </entity>\n</fetch>\n`\n\nconst _getFetchXml = (entityName: string, recordId?: string, ownerId?: string) => {\n    const fetch = FetchXmlBuilder.fetch.fromXml(FETCH_XML);\n    const filter = new FetchXmlBuilder.filter(\"and\")\n    filter.addCondition(new FetchXmlBuilder.condition(\"talxis_returnedtypecode\", FetchXmlBuilder.Operator.Equal, [new FetchXmlBuilder.value(entityName)]));\n    if (ownerId) {\n        filter.addCondition(new FetchXmlBuilder.condition(\"ownerid\", FetchXmlBuilder.Operator.Equal, [new FetchXmlBuilder.value(ownerId)]))\n    }\n    if (recordId) {\n        filter.addCondition(new FetchXmlBuilder.condition(\"talxis_recordid\", FetchXmlBuilder.Operator.Equal, [new FetchXmlBuilder.value(recordId)]))\n    }\n    else {\n        filter.addCondition(new FetchXmlBuilder.condition(\"talxis_recordid\", FetchXmlBuilder.Operator.Null));\n    }\n    fetch.entity.addFilter(filter);\n    return fetch.toXml();\n}\n\n/**\n * Parameters for constructing a {@link DataverseSavedQueryStrategy}.\n */\ninterface IDataverseSavedQueryStrategyParameters {\n    /** Callback that retrieves the system (shared) saved queries. */\n    onGetSystemQueries: () => Promise<ISavedQuery[]>;\n    /** Logical name of the entity whose queries are managed (used as `talxis_returnedtypecode`). */\n    entityName: string;\n    /** Optional record ID used to scope queries to a specific record (`talxis_recordid`). When omitted, only queries with a null `talxis_recordid` are returned. */\n    recordId?: string;\n    /** Optional owner ID used to filter queries by owner (`ownerid`). */\n    ownerId?: string;\n}\n\n/**\n * Ready-to-use {@link ISavedQueryStrategy} implementation for the Dataverse / Talxis platform.\n *\n * Persists user-defined saved views as `talxis_userquery` records, optionally scoped to a\n * specific parent record (`talxis_recordid`) and/or owner (`ownerid`).\n * System queries are supplied via the `onGetSystemQueries` callback and are never persisted.\n *\n * Also acts as an `IDataProvider` (extends `FetchXmlDataProvider`) so it can be passed directly\n * to the user-query creation dialog.\n */\nexport class DataverseSavedQueryStrategy extends FetchXmlDataProvider implements ISavedQueryStrategy {\n    private _recordId?: string;\n    private _parentEntityName: string;\n    private _onGetSystemQueries: () => Promise<ISavedQuery[]>;\n\n    constructor(parameters: IDataverseSavedQueryStrategyParameters) {\n        const fetchXml = _getFetchXml(parameters.entityName, parameters.recordId, parameters.ownerId);\n        super({ fetchXml });\n        this._parentEntityName = parameters.entityName;\n        this._recordId = parameters.recordId;\n        this._onGetSystemQueries = parameters.onGetSystemQueries;\n    }\n\n    /** Fetches all `talxis_userquery` records matching the configured entity/record/owner scope and maps them to {@link ISavedQuery}. */\n    public async onGetUserQueries(): Promise<ISavedQuery[]> {\n        const result = await this.refresh();\n        return result.map(r => {\n            return {\n                id: r.getValue('talxis_userqueryid'),\n                name: r.getValue('talxis_name'),\n                description: r.getValue('talxis_description'),\n                ...JSON.parse(r.getValue('talxis_layoutjson'))\n            }\n        });\n    }\n\n    /** Delegates to the `onGetSystemQueries` callback supplied at construction time. */\n    public async onGetSystemQueries(): Promise<ISavedQuery[]> {\n        return this._onGetSystemQueries();\n    }\n\n    /** Deletes the specified `talxis_userquery` records and returns a per-query success/failure result. */\n    public async onDeleteUserQueries(queryIds: string[]): Promise<IDeletedUserQueriesResult> {\n        const result = await this.deleteRecords(queryIds);\n        if (result.success) {\n            return {\n                success: true,\n                deletedQueryIds: queryIds\n            }\n        }\n        else {\n            return {\n                success: false,\n                deletedQueryIds: result.results.filter(r => r.success).map(r => r.recordId),\n                errors: result.results.filter(r => !r.success).map(r => ({ queryId: r.recordId, error: r.errorMessage }))\n            }\n        }\n    }\n\n    /** Serialises the current query metadata (columns, filters, sorting, …) to `talxis_layoutjson` and saves the record. Returns the query ID on success. */\n    public async onUpdateUserQuery(currentQuery: ISavedQuery): Promise<string | null> {\n        const record = this.getRecordsMap()[currentQuery.id];\n        if (!record) {\n            throw new Error(`Query record with id ${currentQuery.id} not found`);\n        }\n        const { name, id, ...queryMetadata } = currentQuery;\n        record.setValue('talxis_layoutjson', JSON.stringify(queryMetadata));\n        const result = await record.save();\n        if (!result.success) {\n            throw new Error(`Failed to update query with id ${currentQuery.id}: ${ErrorHelper.getMessageFromError(result.errors?.map((e: any) => e.message).join('\\n'))}`);\n        }\n        return currentQuery.id;\n    }\n\n    /**\n     * Creates a new `talxis_userquery` record that captures the current grid state (columns, filters, sorting, …).\n     * A deterministic ID is generated with a `00001111` prefix so it sorts predictably alongside Dataverse-native GUIDs.\n     * @returns The new record ID on success.\n     */\n    public async onCreateUserQuery(newQuery: { name: string; description?: string; }, currentQuery: ISavedQuery): Promise<string | null> {\n        const userqueryid = `00001111${crypto.randomUUID().substring(8)}`;\n        const { name, description } = newQuery;\n        const { id, name: queryName, ...queryMetadata } = currentQuery;\n\n        const rawData = {\n            'talxis_userqueryid': userqueryid,\n            'talxis_layoutjson': JSON.stringify(queryMetadata),\n            'talxis_name': name,\n            'talxis_description': description,\n            'talxis_returnedtypecode': this._parentEntityName,\n            'talxis_recordid': this._recordId ?? null,\n        }\n        const result = await window.Xrm.WebApi.createRecord('talxis_userquery', rawData);\n\n        return result.id;\n    }\n}"],"names":[],"mappings":";;;AAIA,MAAM,SAAS,GAAG,CAAA;;;;;;;;;;CAUjB,CAAA;AAED,MAAM,YAAY,GAAG,CAAC,UAAkB,EAAE,QAAiB,EAAE,OAAgB,KAAI;IAC7E,MAAM,KAAK,GAAG,eAAe,CAAC,KAAK,CAAC,OAAO,CAAC,SAAS,CAAC,CAAC;IACvD,MAAM,MAAM,GAAG,IAAI,eAAe,CAAC,MAAM,CAAC,KAAK,CAAC,CAAA;IAChD,MAAM,CAAC,YAAY,CAAC,IAAI,eAAe,CAAC,SAAS,CAAC,yBAAyB,EAAE,eAAe,CAAC,QAAQ,CAAC,KAAK,EAAE,CAAC,IAAI,eAAe,CAAC,KAAK,CAAC,UAAU,CAAC,CAAC,CAAC,CAAC,CAAC;AACvJ,IAAA,IAAI,OAAO,EAAE;QACT,MAAM,CAAC,YAAY,CAAC,IAAI,eAAe,CAAC,SAAS,CAAC,SAAS,EAAE,eAAe,CAAC,QAAQ,CAAC,KAAK,EAAE,CAAC,IAAI,eAAe,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC,CAAC,CAAC,CAAA;AACtI,KAAA;AACD,IAAA,IAAI,QAAQ,EAAE;QACV,MAAM,CAAC,YAAY,CAAC,IAAI,eAAe,CAAC,SAAS,CAAC,iBAAiB,EAAE,eAAe,CAAC,QAAQ,CAAC,KAAK,EAAE,CAAC,IAAI,eAAe,CAAC,KAAK,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,CAAA;AAC/I,KAAA;AACI,SAAA;AACD,QAAA,MAAM,CAAC,YAAY,CAAC,IAAI,eAAe,CAAC,SAAS,CAAC,iBAAiB,EAAE,eAAe,CAAC,QAAQ,CAAC,IAAI,CAAC,CAAC,CAAC;AACxG,KAAA;AACD,IAAA,KAAK,CAAC,MAAM,CAAC,SAAS,CAAC,MAAM,CAAC,CAAC;AAC/B,IAAA,OAAO,KAAK,CAAC,KAAK,EAAE,CAAC;AACzB,CAAC,CAAA;AAgBD;;;;;;;;;AASG;AACG,MAAO,2BAA4B,SAAQ,oBAAoB,CAAA;AAKjE,IAAA,WAAA,CAAY,UAAkD,EAAA;AAC1D,QAAA,MAAM,QAAQ,GAAG,YAAY,CAAC,UAAU,CAAC,UAAU,EAAE,UAAU,CAAC,QAAQ,EAAE,UAAU,CAAC,OAAO,CAAC,CAAC;AAC9F,QAAA,KAAK,CAAC,EAAE,QAAQ,EAAE,CAAC,CAAC;AACpB,QAAA,IAAI,CAAC,iBAAiB,GAAG,UAAU,CAAC,UAAU,CAAC;AAC/C,QAAA,IAAI,CAAC,SAAS,GAAG,UAAU,CAAC,QAAQ,CAAC;AACrC,QAAA,IAAI,CAAC,mBAAmB,GAAG,UAAU,CAAC,kBAAkB,CAAC;KAC5D;;AAGM,IAAA,MAAM,gBAAgB,GAAA;AACzB,QAAA,MAAM,MAAM,GAAG,MAAM,IAAI,CAAC,OAAO,EAAE,CAAC;AACpC,QAAA,OAAO,MAAM,CAAC,GAAG,CAAC,CAAC,IAAG;YAClB,OAAO;AACH,gBAAA,EAAE,EAAE,CAAC,CAAC,QAAQ,CAAC,oBAAoB,CAAC;AACpC,gBAAA,IAAI,EAAE,CAAC,CAAC,QAAQ,CAAC,aAAa,CAAC;AAC/B,gBAAA,WAAW,EAAE,CAAC,CAAC,QAAQ,CAAC,oBAAoB,CAAC;gBAC7C,GAAG,IAAI,CAAC,KAAK,CAAC,CAAC,CAAC,QAAQ,CAAC,mBAAmB,CAAC,CAAC;aACjD,CAAA;AACL,SAAC,CAAC,CAAC;KACN;;AAGM,IAAA,MAAM,kBAAkB,GAAA;AAC3B,QAAA,OAAO,IAAI,CAAC,mBAAmB,EAAE,CAAC;KACrC;;IAGM,MAAM,mBAAmB,CAAC,QAAkB,EAAA;QAC/C,MAAM,MAAM,GAAG,MAAM,IAAI,CAAC,aAAa,CAAC,QAAQ,CAAC,CAAC;QAClD,IAAI,MAAM,CAAC,OAAO,EAAE;YAChB,OAAO;AACH,gBAAA,OAAO,EAAE,IAAI;AACb,gBAAA,eAAe,EAAE,QAAQ;aAC5B,CAAA;AACJ,SAAA;AACI,aAAA;YACD,OAAO;AACH,gBAAA,OAAO,EAAE,KAAK;gBACd,eAAe,EAAE,MAAM,CAAC,OAAO,CAAC,MAAM,CAAC,CAAC,IAAI,CAAC,CAAC,OAAO,CAAC,CAAC,GAAG,CAAC,CAAC,IAAI,CAAC,CAAC,QAAQ,CAAC;AAC3E,gBAAA,MAAM,EAAE,MAAM,CAAC,OAAO,CAAC,MAAM,CAAC,CAAC,IAAI,CAAC,CAAC,CAAC,OAAO,CAAC,CAAC,GAAG,CAAC,CAAC,KAAK,EAAE,OAAO,EAAE,CAAC,CAAC,QAAQ,EAAE,KAAK,EAAE,CAAC,CAAC,YAAY,EAAE,CAAC,CAAC;aAC5G,CAAA;AACJ,SAAA;KACJ;;IAGM,MAAM,iBAAiB,CAAC,YAAyB,EAAA;QACpD,MAAM,MAAM,GAAG,IAAI,CAAC,aAAa,EAAE,CAAC,YAAY,CAAC,EAAE,CAAC,CAAC;QACrD,IAAI,CAAC,MAAM,EAAE;YACT,MAAM,IAAI,KAAK,CAAC,CAAA,qBAAA,EAAwB,YAAY,CAAC,EAAE,CAAY,UAAA,CAAA,CAAC,CAAC;AACxE,SAAA;QACD,MAAM,EAAE,IAAI,EAAE,EAAE,EAAE,GAAG,aAAa,EAAE,GAAG,YAAY,CAAC;AACpD,QAAA,MAAM,CAAC,QAAQ,CAAC,mBAAmB,EAAE,IAAI,CAAC,SAAS,CAAC,aAAa,CAAC,CAAC,CAAC;AACpE,QAAA,MAAM,MAAM,GAAG,MAAM,MAAM,CAAC,IAAI,EAAE,CAAC;AACnC,QAAA,IAAI,CAAC,MAAM,CAAC,OAAO,EAAE;AACjB,YAAA,MAAM,IAAI,KAAK,CAAC,CAAA,+BAAA,EAAkC,YAAY,CAAC,EAAE,CAAK,EAAA,EAAA,WAAW,CAAC,mBAAmB,CAAC,MAAM,CAAC,MAAM,EAAE,GAAG,CAAC,CAAC,CAAM,KAAK,CAAC,CAAC,OAAO,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC,CAAA,CAAE,CAAC,CAAC;AAClK,SAAA;QACD,OAAO,YAAY,CAAC,EAAE,CAAC;KAC1B;AAED;;;;AAIG;AACI,IAAA,MAAM,iBAAiB,CAAC,QAAiD,EAAE,YAAyB,EAAA;AACvG,QAAA,MAAM,WAAW,GAAG,CAAW,QAAA,EAAA,MAAM,CAAC,UAAU,EAAE,CAAC,SAAS,CAAC,CAAC,CAAC,EAAE,CAAC;AAClE,QAAA,MAAM,EAAE,IAAI,EAAE,WAAW,EAAE,GAAG,QAAQ,CAAC;AACvC,QAAA,MAAM,EAAE,EAAE,EAAE,IAAI,EAAE,SAAS,EAAE,GAAG,aAAa,EAAE,GAAG,YAAY,CAAC;AAE/D,QAAA,MAAM,OAAO,GAAG;AACZ,YAAA,oBAAoB,EAAE,WAAW;AACjC,YAAA,mBAAmB,EAAE,IAAI,CAAC,SAAS,CAAC,aAAa,CAAC;AAClD,YAAA,aAAa,EAAE,IAAI;AACnB,YAAA,oBAAoB,EAAE,WAAW;YACjC,yBAAyB,EAAE,IAAI,CAAC,iBAAiB;AACjD,YAAA,iBAAiB,EAAE,IAAI,CAAC,SAAS,IAAI,IAAI;SAC5C,CAAA;AACD,QAAA,MAAM,MAAM,GAAG,MAAM,MAAM,CAAC,GAAG,CAAC,MAAM,CAAC,YAAY,CAAC,kBAAkB,EAAE,OAAO,CAAC,CAAC;QAEjF,OAAO,MAAM,CAAC,EAAE,CAAC;KACpB;AACJ;;;;"}

package/dist/components/TaskGrid/extensions/dataverse/DataverseTaskGridDescriptor.d.ts

@@ -0,0 +1,100 @@
+/// <reference types="@types/powerapps-component-framework" />
+import { IDataProvider } from "@talxis/client-libraries";
+import { ISavedQuery, ISavedQueryStrategy, ITaskDataProviderStrategy } from "../../providers";
+import { IFieldMapping as IFieldMappingBase, ITaskGridDescriptor, ITaskGridParameters, ITaskStrategyDeps } from "../../interfaces";
+import { IGridCustomizerStrategy } from "../../components/grid";
+/** Minimal reference to a project record. Use `name` when already known to skip a metadata fetch. */
+export interface IProjectReference extends Omit<ComponentFramework.EntityReference, 'name'> {
+    /** Logical entity name of the project entity (e.g. `"talxis_project"`). */
+    etn: string;
+    /** Display name of the project record. When provided, the descriptor skips a `getEntityMetadata` call during `onLoadDependencies`. */
+    name?: string;
+}
+/** Dataverse-specific field mapping. Extends the base with an optional project lookup column. */
+export interface IFieldMapping extends Omit<IFieldMappingBase, 'stateCode'> {
+    /** Logical name of the lookup attribute that points to the parent project record. Required when `project` is set on the descriptor. */
+    projectId?: string;
+}
+/** Constructor parameters for {@link DataverseTaskGridDescriptor}. */
+interface IDataverseTaskGridDescriptorParams {
+    /** FetchXML that drives the initial data load. May use Liquid template variables (e.g. `{{ projectId }}`). */
+    baseFetchXml: string;
+    /** Maps logical entity attribute names to the roles expected by TaskGrid (e.g. `statecode` → `stateCode`). */
+    fieldMapping: IFieldMapping;
+    /** System (non-deletable) views exposed in the view switcher. At least one is required. */
+    systemQueries: ISavedQuery[];
+    /** Optional project record reference. When provided, new tasks are pre-linked to this project and `baseFetchXml` receives `{{ projectId }}`. */
+    project?: IProjectReference;
+    /** AG Grid Enterprise license key. Omit to run in community mode. */
+    agGridLicenseKey?: string;
+    /** Set to `true` to enable personal saved views (user queries) via {@link DataverseSavedQueryStrategy}. Defaults to `false`. */
+    enableUserQueries?: boolean;
+    /** Fine-grained feature flags forwarded to the grid. See {@link ITaskGridParameters}. */
+    gridParameters?: ITaskGridParameters;
+    /** When set, the hierarchy is rooted at this task ID instead of showing all top-level tasks. */
+    rootTaskId?: string;
+    /** ID of the currently logged-in user. Used to scope user queries to the current owner. */
+    userId?: string;
+    /** Form ID to open when editing a single existing task. */
+    editFormId?: string;
+    /** Form ID to open when creating a new task via the dialog flow (non-inline). */
+    createFormId?: string;
+    /** Form ID to open for bulk-editing multiple selected tasks. */
+    bulkEditFormId?: string;
+    /** Set to `true` to enable cascade delete when deleting tasks with children. Defaults to `false`. */
+    enableCascadeDelete?: boolean;
+    /** Set to `true` to allow deletion of tasks that have child tasks. When `false`, such tasks are excluded from deletion and an error is returned. Defaults to `false`. */
+    enableDeletingTasksWithChildren?: boolean;
+}
+/**
+ * Ready-to-use {@link ITaskGridDescriptor} implementation for the Dataverse / Talxis platform.
+ *
+ * Wires together all required strategies — task CRUD, saved queries, grid customization — from
+ * a single constructor parameter object. Pass an instance to `TaskGridDatasetControlFactory.createInstance`.
+ *
+ * @example
+ * ```ts
+ * const descriptor = new DataverseTaskGridDescriptor({
+ *   baseFetchXml: myFetchXml,
+ *   fieldMapping: { parentId: 'talxis_parenttaskid', subject: 'subject', stackRank: 'talxis_stackrank' },
+ *   systemQueries: [myDefaultView],
+ * });
+ * const control = await TaskGridDatasetControlFactory.createInstance({ taskGridDescriptor: descriptor, ... });
+ * ```
+ */
+export declare class DataverseTaskGridDescriptor implements ITaskGridDescriptor {
+    private _fetchXml;
+    private _fieldMapping;
+    private _systemQueries;
+    private _taskEntityName;
+    private _editFormId?;
+    private _createFormId?;
+    private _bulkEditFormId?;
+    private _userId?;
+    private _rootTaskId?;
+    private _projectReference?;
+    private _params;
+    private _gridParameters?;
+    private _agGridLicenseKey?;
+    /** @param params — see {@link IDataverseTaskGridDescriptorParams} for full documentation of each option. */
+    constructor(params: IDataverseTaskGridDescriptorParams);
+    /** Resolves the project entity reference (fetches display name when not supplied). Called once by the factory before any strategy is created. */
+    onLoadDependencies(): Promise<void>;
+    /** Returns the field mapping with `stateCode` hard-coded to `"statecode"` (standard Dataverse attribute name). */
+    onGetFieldMapping(): IFieldMappingBase;
+    /** Returns a {@link DataverseSavedQueryStrategy} when `enableUserQueries` is `true`, otherwise a read-only stub that exposes only the system queries. */
+    onCreateSavedQueryStrategy(): ISavedQueryStrategy;
+    /** Returns a {@link DataverseTaskStrategy} configured with the descriptor's FetchXML, form IDs, and project reference. */
+    onCreateTaskStrategy(deps: ITaskStrategyDeps): ITaskDataProviderStrategy;
+    /** Returns a {@link DataverseSavedQueryStrategy} pre-configured as a data provider for the user-query creation/update dialog, with `talxis_name` and `talxis_description` columns. */
+    onCreateUserQueryDataProvider(): IDataProvider;
+    /** Returns the AG Grid Enterprise license key supplied at construction time, or `undefined` for community mode. */
+    onGetAgGridLicenseKey(): string | undefined;
+    /** Returns the feature flags supplied at construction time, or an empty object (all features enabled) when omitted. */
+    onGetGridParameters(): ITaskGridParameters;
+    /** Returns a {@link DataverseGridCustomizerStrategy} that adds lookup-many cell renderers for columns whose name ends with the lookup-many suffix. */
+    onCreateGridCustomizerStrategy(): IGridCustomizerStrategy;
+    private _getProjectReference;
+    private _getTaskEntityNameFromFetchXml;
+}
+export {};

package/dist/components/TaskGrid/extensions/dataverse/DataverseTaskGridDescriptor.js

@@ -0,0 +1,145 @@
+import { FetchXmlBuilder } from '@talxis/client-libraries';
+import { DataverseSavedQueryStrategy } from './DataverseSavedQueryStrategy.js';
+import { DataverseTaskStrategy } from './DataverseTaskStrategy.js';
+import { DataverseGridCustomizerStrategy } from './DataverseGridCustomizerStrategy.js';
+
+/**
+ * Ready-to-use {@link ITaskGridDescriptor} implementation for the Dataverse / Talxis platform.
+ *
+ * Wires together all required strategies — task CRUD, saved queries, grid customization — from
+ * a single constructor parameter object. Pass an instance to `TaskGridDatasetControlFactory.createInstance`.
+ *
+ * @example
+ * ```ts
+ * const descriptor = new DataverseTaskGridDescriptor({
+ *   baseFetchXml: myFetchXml,
+ *   fieldMapping: { parentId: 'talxis_parenttaskid', subject: 'subject', stackRank: 'talxis_stackrank' },
+ *   systemQueries: [myDefaultView],
+ * });
+ * const control = await TaskGridDatasetControlFactory.createInstance({ taskGridDescriptor: descriptor, ... });
+ * ```
+ */
+class DataverseTaskGridDescriptor {
+    /** @param params — see {@link IDataverseTaskGridDescriptorParams} for full documentation of each option. */
+    constructor(params) {
+        this._systemQueries = [];
+        this._params = params;
+        this._systemQueries = params.systemQueries;
+        this._fieldMapping = params.fieldMapping;
+        this._userId = params.userId;
+        this._fetchXml = params.baseFetchXml;
+        this._rootTaskId = params.rootTaskId;
+        this._editFormId = params.editFormId;
+        this._createFormId = params.createFormId;
+        this._bulkEditFormId = params.bulkEditFormId;
+        this._agGridLicenseKey = params.agGridLicenseKey;
+        this._gridParameters = params.gridParameters;
+        this._taskEntityName = this._getTaskEntityNameFromFetchXml(params.baseFetchXml);
+    }
+    /** Resolves the project entity reference (fetches display name when not supplied). Called once by the factory before any strategy is created. */
+    async onLoadDependencies() {
+        this._projectReference = await this._getProjectReference();
+    }
+    /** Returns the field mapping with `stateCode` hard-coded to `"statecode"` (standard Dataverse attribute name). */
+    onGetFieldMapping() {
+        return {
+            ...this._fieldMapping,
+            //dataverse uses this for all entities
+            stateCode: 'statecode',
+        };
+    }
+    /** Returns a {@link DataverseSavedQueryStrategy} when `enableUserQueries` is `true`, otherwise a read-only stub that exposes only the system queries. */
+    onCreateSavedQueryStrategy() {
+        if (this._gridParameters?.enableUserQueries) {
+            return new DataverseSavedQueryStrategy({
+                onGetSystemQueries: async () => this._systemQueries,
+                ownerId: this._userId,
+                entityName: this._taskEntityName,
+                recordId: this._projectReference?.id.guid
+            });
+        }
+        return {
+            onGetSystemQueries: async () => this._systemQueries,
+            onGetUserQueries: async () => [],
+            onDeleteUserQueries: function (queryIds) {
+                throw new Error("Function not implemented.");
+            },
+            onUpdateUserQuery: function (currentQuery) {
+                throw new Error("Function not implemented.");
+            },
+            onCreateUserQuery: function (newQuery, currentQuery) {
+                throw new Error("Function not implemented.");
+            }
+        };
+    }
+    /** Returns a {@link DataverseTaskStrategy} configured with the descriptor's FetchXML, form IDs, and project reference. */
+    onCreateTaskStrategy(deps) {
+        return new DataverseTaskStrategy({
+            fetchXml: this._fetchXml,
+            projectReference: this._projectReference,
+            rootTaskId: this._rootTaskId,
+            bulkEditFormId: this._bulkEditFormId,
+            createFormId: this._createFormId,
+            editFormId: this._editFormId,
+            isInlineCreateEnabled: this._gridParameters?.enableInlineCreation ?? true,
+            isCascadeDeleteEnabled: this._params.enableCascadeDelete ?? false,
+            isDeletingTasksWithChildrenEnabled: this._params.enableDeletingTasksWithChildren ?? false,
+        });
+    }
+    /** Returns a {@link DataverseSavedQueryStrategy} pre-configured as a data provider for the user-query creation/update dialog, with `talxis_name` and `talxis_description` columns. */
+    onCreateUserQueryDataProvider() {
+        const provider = new DataverseSavedQueryStrategy({
+            recordId: this._projectReference?.id.guid,
+            entityName: this._taskEntityName,
+            ownerId: this._userId,
+            onGetSystemQueries: async () => {
+                return [];
+            }
+        });
+        provider.setColumns([{
+                name: 'talxis_name',
+                visualSizeFactor: 200
+            }, {
+                name: 'talxis_description',
+                visualSizeFactor: 300
+            }]);
+        return provider;
+    }
+    /** Returns the AG Grid Enterprise license key supplied at construction time, or `undefined` for community mode. */
+    onGetAgGridLicenseKey() {
+        return this._agGridLicenseKey;
+    }
+    /** Returns the feature flags supplied at construction time, or an empty object (all features enabled) when omitted. */
+    onGetGridParameters() {
+        return this._gridParameters ?? {};
+    }
+    /** Returns a {@link DataverseGridCustomizerStrategy} that adds lookup-many cell renderers for columns whose name ends with the lookup-many suffix. */
+    onCreateGridCustomizerStrategy() {
+        return new DataverseGridCustomizerStrategy();
+    }
+    async _getProjectReference() {
+        if (!this._params.project)
+            return undefined;
+        if (this._params.project.name) {
+            return this._params.project;
+        }
+        else {
+            const projectId = this._params.project.id.guid;
+            const projectEntityName = this._params.project.etn;
+            const metadata = await window.Xrm.Utility.getEntityMetadata(projectEntityName);
+            const projectData = await window.Xrm.WebApi.retrieveRecord(projectEntityName, projectId, `?$select=${metadata.PrimaryNameAttribute}`);
+            return {
+                id: { guid: projectId },
+                name: projectData[metadata.PrimaryNameAttribute],
+                etn: projectEntityName
+            };
+        }
+    }
+    _getTaskEntityNameFromFetchXml(fetchXml) {
+        const fetchXmlBuilder = FetchXmlBuilder.fetch.fromXml(fetchXml);
+        return fetchXmlBuilder.entity.name;
+    }
+}
+
+export { DataverseTaskGridDescriptor };
+//# sourceMappingURL=DataverseTaskGridDescriptor.js.map

package/dist/components/TaskGrid/extensions/dataverse/DataverseTaskGridDescriptor.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"DataverseTaskGridDescriptor.js","sources":["../../../../../src/components/TaskGrid/extensions/dataverse/DataverseTaskGridDescriptor.ts"],"sourcesContent":["import { FetchXmlBuilder, IDataProvider } from \"@talxis/client-libraries\";\nimport { IDeletedUserQueriesResult, ISavedQuery, ISavedQueryStrategy, ITaskDataProviderStrategy } from \"../../providers\";\nimport { IFieldMapping as IFieldMappingBase, ITaskGridDescriptor, ITaskGridParameters, ITaskStrategyDeps } from \"../../interfaces\";\nimport { IGridCustomizerStrategy } from \"../../components/grid\";\nimport { DataverseSavedQueryStrategy } from \"./DataverseSavedQueryStrategy\";\nimport { DataverseTaskStrategy } from \"./DataverseTaskStrategy\";\nimport { DataverseGridCustomizerStrategy } from \"./DataverseGridCustomizerStrategy\";\n\n/** Minimal reference to a project record. Use `name` when already known to skip a metadata fetch. */\nexport interface IProjectReference extends Omit<ComponentFramework.EntityReference, 'name'> {\n    /** Logical entity name of the project entity (e.g. `\"talxis_project\"`). */\n    etn: string;\n    /** Display name of the project record. When provided, the descriptor skips a `getEntityMetadata` call during `onLoadDependencies`. */\n    name?: string;\n}\n\n/** Dataverse-specific field mapping. Extends the base with an optional project lookup column. */\nexport interface IFieldMapping extends Omit<IFieldMappingBase, 'stateCode'> {\n    /** Logical name of the lookup attribute that points to the parent project record. Required when `project` is set on the descriptor. */\n    projectId?: string;\n}\n\n/** Constructor parameters for {@link DataverseTaskGridDescriptor}. */\ninterface IDataverseTaskGridDescriptorParams {\n    /** FetchXML that drives the initial data load. May use Liquid template variables (e.g. `{{ projectId }}`). */\n    baseFetchXml: string;\n    /** Maps logical entity attribute names to the roles expected by TaskGrid (e.g. `statecode` → `stateCode`). */\n    fieldMapping: IFieldMapping;\n    /** System (non-deletable) views exposed in the view switcher. At least one is required. */\n    systemQueries: ISavedQuery[];\n    /** Optional project record reference. When provided, new tasks are pre-linked to this project and `baseFetchXml` receives `{{ projectId }}`. */\n    project?: IProjectReference;\n    /** AG Grid Enterprise license key. Omit to run in community mode. */\n    agGridLicenseKey?: string;\n    /** Set to `true` to enable personal saved views (user queries) via {@link DataverseSavedQueryStrategy}. Defaults to `false`. */\n    enableUserQueries?: boolean;\n    /** Fine-grained feature flags forwarded to the grid. See {@link ITaskGridParameters}. */\n    gridParameters?: ITaskGridParameters;\n    /** When set, the hierarchy is rooted at this task ID instead of showing all top-level tasks. */\n    rootTaskId?: string;\n    /** ID of the currently logged-in user. Used to scope user queries to the current owner. */\n    userId?: string;\n    /** Form ID to open when editing a single existing task. */\n    editFormId?: string;\n    /** Form ID to open when creating a new task via the dialog flow (non-inline). */\n    createFormId?: string;\n    /** Form ID to open for bulk-editing multiple selected tasks. */\n    bulkEditFormId?: string;\n    /** Set to `true` to enable cascade delete when deleting tasks with children. Defaults to `false`. */\n    enableCascadeDelete?: boolean;\n    /** Set to `true` to allow deletion of tasks that have child tasks. When `false`, such tasks are excluded from deletion and an error is returned. Defaults to `false`. */\n    enableDeletingTasksWithChildren?: boolean;\n}\n\n/**\n * Ready-to-use {@link ITaskGridDescriptor} implementation for the Dataverse / Talxis platform.\n *\n * Wires together all required strategies — task CRUD, saved queries, grid customization — from\n * a single constructor parameter object. Pass an instance to `TaskGridDatasetControlFactory.createInstance`.\n *\n * @example\n * ```ts\n * const descriptor = new DataverseTaskGridDescriptor({\n *   baseFetchXml: myFetchXml,\n *   fieldMapping: { parentId: 'talxis_parenttaskid', subject: 'subject', stackRank: 'talxis_stackrank' },\n *   systemQueries: [myDefaultView],\n * });\n * const control = await TaskGridDatasetControlFactory.createInstance({ taskGridDescriptor: descriptor, ... });\n * ```\n */\nexport class DataverseTaskGridDescriptor implements ITaskGridDescriptor {\n    private _fetchXml: string;\n    private _fieldMapping: IFieldMapping;\n    private _systemQueries: ISavedQuery[] = [];\n    private _taskEntityName: string;\n    private _editFormId?: string;\n    private _createFormId?: string;\n    private _bulkEditFormId?: string;\n    private _userId?: string;\n    private _rootTaskId?: string;\n    private _projectReference?: ComponentFramework.EntityReference;\n    private _params: IDataverseTaskGridDescriptorParams;\n    private _gridParameters?: ITaskGridParameters;\n    private _agGridLicenseKey?: string;\n\n    /** @param params — see {@link IDataverseTaskGridDescriptorParams} for full documentation of each option. */\n    constructor(params: IDataverseTaskGridDescriptorParams) {\n        this._params = params;\n        this._systemQueries = params.systemQueries;\n        this._fieldMapping = params.fieldMapping;\n        this._userId = params.userId;\n        this._fetchXml = params.baseFetchXml;\n        this._rootTaskId = params.rootTaskId;\n        this._editFormId = params.editFormId;\n        this._createFormId = params.createFormId;\n        this._bulkEditFormId = params.bulkEditFormId;\n        this._agGridLicenseKey = params.agGridLicenseKey;\n        this._gridParameters = params.gridParameters;\n        this._taskEntityName = this._getTaskEntityNameFromFetchXml(params.baseFetchXml);\n    }\n\n    /** Resolves the project entity reference (fetches display name when not supplied). Called once by the factory before any strategy is created. */\n    public async onLoadDependencies(): Promise<void> {\n        this._projectReference = await this._getProjectReference();\n    }\n\n    /** Returns the field mapping with `stateCode` hard-coded to `\"statecode\"` (standard Dataverse attribute name). */\n    public onGetFieldMapping(): IFieldMappingBase {\n        this\n        return {\n            ...this._fieldMapping,\n            //dataverse uses this for all entities\n            stateCode: 'statecode',\n        }\n    }\n\n    /** Returns a {@link DataverseSavedQueryStrategy} when `enableUserQueries` is `true`, otherwise a read-only stub that exposes only the system queries. */\n    public onCreateSavedQueryStrategy(): ISavedQueryStrategy {\n        if (this._gridParameters?.enableUserQueries) {\n            return new DataverseSavedQueryStrategy({\n                onGetSystemQueries: async () => this._systemQueries,\n                ownerId: this._userId,\n                entityName: this._taskEntityName,\n                recordId: this._projectReference?.id.guid\n            });\n        }\n        return {\n            onGetSystemQueries: async () => this._systemQueries,\n            onGetUserQueries: async () => [],\n            onDeleteUserQueries: function (queryIds: string[]): Promise<IDeletedUserQueriesResult> {\n                throw new Error(\"Function not implemented.\");\n            },\n            onUpdateUserQuery: function (currentQuery: ISavedQuery): Promise<string | null> {\n                throw new Error(\"Function not implemented.\");\n            },\n            onCreateUserQuery: function (newQuery: { name: string; description?: string; }, currentQuery: ISavedQuery): Promise<string | null> {\n                throw new Error(\"Function not implemented.\");\n            }\n        }\n    }\n\n    /** Returns a {@link DataverseTaskStrategy} configured with the descriptor's FetchXML, form IDs, and project reference. */\n    public onCreateTaskStrategy(deps: ITaskStrategyDeps): ITaskDataProviderStrategy {\n        return new DataverseTaskStrategy({\n            fetchXml: this._fetchXml,\n            projectReference: this._projectReference,\n            rootTaskId: this._rootTaskId,\n            bulkEditFormId: this._bulkEditFormId,\n            createFormId: this._createFormId,\n            editFormId: this._editFormId,\n            isInlineCreateEnabled: this._gridParameters?.enableInlineCreation ?? true,\n            isCascadeDeleteEnabled: this._params.enableCascadeDelete ?? false,\n            isDeletingTasksWithChildrenEnabled: this._params.enableDeletingTasksWithChildren ?? false,\n        });\n    }\n    /** Returns a {@link DataverseSavedQueryStrategy} pre-configured as a data provider for the user-query creation/update dialog, with `talxis_name` and `talxis_description` columns. */\n    public onCreateUserQueryDataProvider(): IDataProvider {\n        const provider = new DataverseSavedQueryStrategy({\n            recordId: this._projectReference?.id.guid,\n            entityName: this._taskEntityName,\n            ownerId: this._userId,\n            onGetSystemQueries: async () => {\n                return []\n            }\n        })\n        provider.setColumns([{\n            name: 'talxis_name',\n            visualSizeFactor: 200\n        }, {\n            name: 'talxis_description',\n            visualSizeFactor: 300\n        }]);\n        return provider;\n    }\n\n    /** Returns the AG Grid Enterprise license key supplied at construction time, or `undefined` for community mode. */\n    public onGetAgGridLicenseKey() {\n        return this._agGridLicenseKey;\n    }\n\n    /** Returns the feature flags supplied at construction time, or an empty object (all features enabled) when omitted. */\n    public onGetGridParameters(): ITaskGridParameters {\n        return this._gridParameters ?? {};\n    }\n\n    /** Returns a {@link DataverseGridCustomizerStrategy} that adds lookup-many cell renderers for columns whose name ends with the lookup-many suffix. */\n    public onCreateGridCustomizerStrategy(): IGridCustomizerStrategy {\n        return new DataverseGridCustomizerStrategy();\n    }\n\n    private async _getProjectReference(): Promise<ComponentFramework.EntityReference | undefined> {\n        if (!this._params.project) return undefined;\n        if (this._params.project.name) {\n            return this._params.project as ComponentFramework.EntityReference;\n        }\n        else {\n            const projectId = this._params.project.id.guid;\n            const projectEntityName = this._params.project.etn;\n            const metadata = await window.Xrm.Utility.getEntityMetadata(projectEntityName);\n            const projectData = await window.Xrm.WebApi.retrieveRecord(projectEntityName, projectId, `?$select=${metadata.PrimaryNameAttribute}`);\n\n            return {\n                id: { guid: projectId },\n                name: projectData[metadata.PrimaryNameAttribute],\n                etn: projectEntityName\n            }\n        }\n    }\n\n    private _getTaskEntityNameFromFetchXml(fetchXml: string): string {\n        const fetchXmlBuilder = FetchXmlBuilder.fetch.fromXml(fetchXml);\n        return fetchXmlBuilder.entity.name;\n    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