// ==UserScript== // @name CRM User Enhancements // @namespace https://git.home-brightview.com/matt.rb // @version 2026.10.25.1403 // @author matt.rb // @match https://*.dynamics.com/* // @run-at document-idle // @grant none // @noframes // @updateURL https://code.home-brightview.com/matt.rb/dynamics-userscripts/raw/branch/dist/non-compliant-alert.meta.js // @downloadURL https://code.home-brightview.com/matt.rb/dynamics-userscripts/raw/branch/dist/non-compliant-alert.user.js // ==/UserScript== // Data comes from the Dataverse Web API with the signed-in user's own session, // same approach as GAMS_Change_Tracking (src/api/dataverse.js) — no DOM scraping. // // Tags are the N:N "Tags" subgrid on the Application form: // msnfp_request <-> cgms_ref_tag (label in cgms_name), verified on PRD. // If navProperties is emptied, the script falls back to auto-discovery: // 1. every field on the Application record (lookups, choices, multi-select), then // 2. every 1:N / N:N relationship from msnfp_request to a table whose logical // name contains "tag". // Check the console for [NCA] lines to see what it found (function () { 'use strict'; const CONFIG = { entity: 'msnfp_request', entitySet: 'msnfp_requests', tagValue: 'Non-Compliant', // Where the tag lives. Empty both to fall back to auto-discovery. fields: [], // logical names on msnfp_request to check as well navProperties: ['cgms_msnfp_request_cgms_ref_Tag_cgms_ref_Tag'], tagNameAttribute: 'cgms_name', // label column on cgms_ref_tag pollMs: 30000, // re-check while the record stays open (catches saves) debug: true, }; const API = '/api/data/v9.2'; const FORMATTED = 'OData.Community.Display.V1.FormattedValue'; const HEADERS = { Accept: 'application/json', 'OData-MaxVersion': '4.0', 'OData-Version': '4.0', Prefer: 'odata.include-annotations="*"', }; const GUID_RE = /^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$/; const log = (...a) => CONFIG.debug && console.log('[NCA]', ...a); const warn = (...a) => console.warn('[NCA]', ...a); // ---------------------------------------------------------------- API async function get(path) { const res = await fetch(`${location.origin}${API}${path}`, { headers: HEADERS, credentials: 'include', }); if (!res.ok) { let detail = ''; try { detail = (await res.json())?.error?.message || ''; } catch { /* non-JSON */ } throw new Error(`HTTP ${res.status}${detail ? `: ${detail}` : ''} — ${path}`); } return res.json(); } // ---------------------------------------------------------------- matching // "Non-Compliant", "non compliant", "Non–Compliant" all compare equal. const norm = (s) => String(s).toLowerCase().replace(/[^a-z0-9]/g, ''); const TARGET = norm(CONFIG.tagValue); // Whole-value match only, so a description that merely mentions // "non-compliant" in a sentence doesn't trigger the alert. Multi-select // choices format as "A; B", so values are split on ; and , first. function valueMatches(v) { if (typeof v !== 'string' || !v || GUID_RE.test(v)) return false; return v.split(/[;,]/).some((part) => norm(part) === TARGET); } // Returns the attribute keys on a record whose value (raw or formatted) matches. function matchingKeys(record, onlyFields) { const hits = []; for (const [key, val] of Object.entries(record)) { const base = key.split('@')[0]; if (base.startsWith('@')) continue; if (key.includes('@') && !key.endsWith(`@${FORMATTED}`)) continue; if (onlyFields && !onlyFields.some((f) => base === f || base === `_${f}_value`)) continue; if (valueMatches(val)) hits.push(base); } return [...new Set(hits)]; } // Inactive link rows (statecode 1) are treated as removed tags. const isActive = (row) => row.statecode === undefined || row.statecode === 0; // ---------------------------------------------------------------- discovery const CACHE_KEY = `nca:navprops:${location.host}:${CONFIG.entity}`; async function tagNavProperties() { if (CONFIG.navProperties.length) return CONFIG.navProperties; try { const cached = sessionStorage.getItem(CACHE_KEY); if (cached) return JSON.parse(cached); } catch { /* storage blocked */ } const meta = await get( `/EntityDefinitions(LogicalName='${CONFIG.entity}')?$select=LogicalName` + '&$expand=OneToManyRelationships($select=ReferencingEntity,ReferencedEntityNavigationPropertyName),' + 'ManyToManyRelationships($select=Entity1LogicalName,Entity2LogicalName,' + 'Entity1NavigationPropertyName,Entity2NavigationPropertyName)', ); // "stage" contains "tag" — exclude it so BPF stage tables aren't swept in. const looksLikeTag = (n) => /tag/i.test(n) && !/stage/i.test(n); const props = []; for (const r of meta.OneToManyRelationships || []) { if (looksLikeTag(r.ReferencingEntity)) props.push(r.ReferencedEntityNavigationPropertyName); } for (const r of meta.ManyToManyRelationships || []) { if (r.Entity1LogicalName === CONFIG.entity && looksLikeTag(r.Entity2LogicalName)) { props.push(r.Entity1NavigationPropertyName); } else if (r.Entity2LogicalName === CONFIG.entity && looksLikeTag(r.Entity1LogicalName)) { props.push(r.Entity2NavigationPropertyName); } } const unique = [...new Set(props.filter(Boolean))]; log('tag relationships discovered:', unique.length ? unique : '(none)'); try { sessionStorage.setItem(CACHE_KEY, JSON.stringify(unique)); } catch { /* storage blocked */ } return unique; } // Returns a list of human-readable places the tag was found; empty = no tag. async function findTag(recordGuid) { const found = []; const path = `/${CONFIG.entitySet}(${recordGuid})`; const pinned = CONFIG.navProperties.length > 0; // With the relationship pinned, the record itself is only read when extra // fields are configured; otherwise one small request per check. if (!pinned || CONFIG.fields.length) { const record = await get(path); const onlyFields = CONFIG.fields.length ? CONFIG.fields : null; for (const key of matchingKeys(record, onlyFields)) found.push(`field ${key}`); } // Pinned: fetch just the label + state and compare only the label column. const query = pinned ? `?$select=${CONFIG.tagNameAttribute},statecode` : '?$top=250'; const rowFields = pinned ? [CONFIG.tagNameAttribute] : undefined; let navProps = []; try { navProps = await tagNavProperties(); } catch (err) { warn('relationship metadata lookup failed:', err.message); } await Promise.all(navProps.map(async (nav) => { try { const data = await get(`${path}/${nav}${query}`); for (const row of data.value || []) { if (isActive(row) && matchingKeys(row, rowFields).length) { found.push(`related ${nav}`); return; } } } catch (err) { warn(`related fetch failed for ${nav}:`, err.message); } })); return found; } // ---------------------------------------------------------------- page context // UCI is a SPA: watch the URL, fall back to Xrm when the query string lacks ids. function currentRecord() { const params = new URL(location.href).searchParams; let etn = (params.get('etn') || '').toLowerCase(); let id = (params.get('id') || '').replace(/[{}]/g, '').toLowerCase(); const pagetype = (params.get('pagetype') || '').toLowerCase(); if (!GUID_RE.test(id) || !etn) { try { const input = window.Xrm?.Utility?.getPageContext?.()?.input; if (input?.pageType === 'entityrecord') { etn = String(input.entityName || '').toLowerCase(); id = String(input.entityId || '').replace(/[{}]/g, '').toLowerCase(); } } catch { /* Xrm not ready */ } } else if (pagetype && pagetype !== 'entityrecord') { return null; } return etn === CONFIG.entity && GUID_RE.test(id) ? id : null; } // ---------------------------------------------------------------- UI const CSS = ` :host { all: initial; } .bubble { position: fixed; top: 60px; right: 16px; z-index: 2147483000; display: flex; align-items: flex-start; gap: 12px; max-width: 340px; padding: 14px 14px 14px 16px; background: #a4262c; color: #fff; border-radius: 10px; border-left: 6px solid #ffb900; box-shadow: 0 8px 24px rgba(0,0,0,.28), 0 2px 6px rgba(0,0,0,.2); font: 14px/1.35 "Segoe UI", system-ui, -apple-system, sans-serif; animation: nca-in .25s ease-out, nca-pulse 1.6s ease-in-out 3 .3s; } .icon { flex: none; width: 28px; height: 28px; border-radius: 50%; background: #ffb900; color: #3b0a0d; display: grid; place-items: center; font-weight: 800; font-size: 18px; } .title { font-weight: 700; font-size: 15px; letter-spacing: .2px; } .body { margin-top: 2px; opacity: .92; } .btn { flex: none; margin-left: 4px; width: 24px; height: 24px; padding: 0; border: 0; border-radius: 4px; background: transparent; color: #fff; font: inherit; font-size: 16px; line-height: 24px; cursor: pointer; opacity: .8; } .btn:hover, .btn:focus-visible { background: rgba(255,255,255,.18); opacity: 1; outline: none; } /* Minimised: a pill that stays on screen — it can't be dismissed entirely. */ .bubble.min { padding: 6px 10px 6px 8px; gap: 8px; align-items: center; cursor: pointer; animation: none; } .bubble.min .icon { width: 22px; height: 22px; font-size: 14px; } .bubble.min .body, .bubble.min .btn { display: none; } .bubble.min .title { font-size: 13px; } @keyframes nca-in { from { opacity: 0; transform: translateY(-8px); } } @keyframes nca-pulse { 50% { box-shadow: 0 0 0 6px rgba(255,185,0,.45), 0 8px 24px rgba(0,0,0,.28); } } @media (prefers-reduced-motion: reduce) { .bubble { animation: none; } } `; let host = null; function showAlert() { if (host?.isConnected) return; host = document.createElement('div'); host.id = 'nca-alert-host'; const root = host.attachShadow({ mode: 'open' }); root.innerHTML = ` `; const bubble = root.querySelector('.bubble'); root.querySelector('.btn').addEventListener('click', (e) => { e.stopPropagation(); bubble.classList.add('min'); bubble.title = 'Click to expand'; }); bubble.addEventListener('click', () => { if (bubble.classList.contains('min')) { bubble.classList.remove('min'); bubble.title = ''; } }); document.body.appendChild(host); } function hideAlert() { host?.remove(); host = null; } // ---------------------------------------------------------------- orchestration let activeId = null; let checkSeq = 0; async function check() { const id = activeId; const seq = ++checkSeq; if (!id) { hideAlert(); return; } try { const found = await findTag(id); if (seq !== checkSeq || id !== activeId) return; // navigated away mid-check if (found.length) { log(`"${CONFIG.tagValue}" found on ${id}:`, found); showAlert(); } else { log(`no "${CONFIG.tagValue}" tag on ${id}`); hideAlert(); } } catch (err) { warn('check failed:', err.message); } } function onLocation() { const id = currentRecord(); if (id === activeId) return; activeId = id; hideAlert(); check(); } // currentRecord() is cheap and only triggers a fetch when the id changes, so // polling it also covers Xrm becoming ready after the URL stopped changing. setInterval(onLocation, 800); onLocation(); setInterval(() => { if (activeId && !document.hidden) check(); }, CONFIG.pollMs); document.addEventListener('visibilitychange', () => { if (!document.hidden && activeId) check(); }); window.addEventListener('popstate', onLocation); })();