Replaced labels with icons in the SR and Action badges
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26
README.md
26
README.md
@@ -37,11 +37,22 @@ If identity or roles cannot be validated, only these two features stay disabled;
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other opportunity features continue. Reload the page to refresh identity/roles.
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The unused identity token is discarded and redacted from debug responses.
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Consumer token recovery also handles HTTP 401/403, in addition to HTTP 200 with
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invalid JSON. It opens the existing SPA session URL in an inactive temporary tab,
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preserves the originating window and Firefox cookie store, and retries within
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the same five-attempt limit. Debug entries retain the HTTP status and recovery
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reason. The auxiliary tab is closed after valid JSON or exhausted retries.
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After a completed product-loading cycle with fresh API results, `resquestCrmServiceRequest` fetches all pages of
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`CRMServiceRequest` records with `SVC_PENDING_DELIVERY` and `ORA_SVC_MY_SR_TEAM_SRS`,
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using the existing general tokenrelay Bearer. It uses the Fusion `searchResources/latest`
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query endpoint, independently of the opportunity query version. Calls appear in
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the Service Requests debug category with masked credentials.
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After a complete successful SR query (HTTP 200 with valid responses on all pages),
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its result is reused for subsequent Reference/product cycles in the current page
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session. Refresh all explicitly clears it. Failed pages are retried up to five
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total attempts each; completed pages are not requested again. Resetting the query
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stops further retries from the previous run.
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Records are linked by `OpportunityName_Id_c.OptyNumber`. A green SR badge indicates
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one or more matches; its tooltip lists each SR number, title, reported hours, owner,
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@@ -60,7 +71,8 @@ Products loaded from cache restore matching activity entries without network cal
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Missing, expired or mismatched entries are not treated as confirmed empty results;
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they wait for a real product refresh before a new activity query is allowed.
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Empty and entirely failed product cycles do not query activities. In mixed cycles,
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only fresh products permit activity API calls on cache misses; SR refreshes once.
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only fresh products permit activity API calls on cache misses; an already-loaded
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SR result is reused and associated with the new product update.
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Activity lookups do not advance the existing Last update timestamp.
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Closing and reopening the modal preserves results and does not
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reload products or trigger these lookups. Already-running product requests may
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@@ -68,6 +80,12 @@ finish in the background and update their related activities.
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## Workload Actions
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The missing Act badge includes a separate plus control that opens an Action form
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with Team, Start date, End Date, Status, Complexity and Notes. This is currently
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UI-only: Save is disabled and the form never submits a request. Cancel or
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Escape dismisses the form. Creation options and API integration are pending;
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the form is unavailable to SALES_REP users, like the other Action features.
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SR and Action filter badges appear before Status for users allowed to view these
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activities. They filter the loaded data without issuing requests and combine with
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the existing opportunity filters. The SR below 4h option replaces the other SR
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@@ -78,7 +96,11 @@ with both positive and negative options selected, all activity states remain
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visible. These selections are kept in memory, not persisted.
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Workload Actions are queried in the background after the product cycle completes,
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using only fresh API results. Each distinct `RevnId` uses `requestWlActions` with
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and only after SR has completed successfully (or was restored/reused). If SR is
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unavailable, Actions are not requested and remain unknown rather than absent.
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Each failed workload lookup gets up to five total attempts, stopping on success
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or when its session is superseded. Cached products still do not trigger network
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lookups. Each distinct `RevnId` uses `requestWlActions` with
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the `WWB-TS` credential in `Wwb-Provider-Authorization`. The Act badge beside SR
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aggregates all products: green means an action's `owner` matches the general
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tokenrelay response's `principal`; red means no matching owner was found. `Act ?`
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