Badge indicator showing whether an opportunity has an associated Service Request

src/features/debug/content-view.js

@@ -25,7 +25,7 @@ function createDebugContentView({
     if (entry.name === "requestOpptyProducts") return "products";
     if (entry.name === "requestGenerateAiSummary") return "ai";
     if (entry.name === "requestInstallBase") return "installBase";
-    if (entry.name === "requestCustomerServiceRequest") return "serviceRequests";
+    if (entry.name === "requestCustomerServiceRequest" || entry.name === "resquestCrmServiceRequest") return "serviceRequests";
     if (/^request(?:AccountSummary|AccountPlans|ConsumptionService|ConsumptionPlanDetail|RatecardByPlan)/.test(entry.name)) return "consumption";
     return "other";
   }

src/features/opportunities/controller.js

@@ -13,6 +13,8 @@ function createOpportunitiesController({
   productsContentState,
   renderProductsProgress,
   requestOpportunitiesPage,
+  loadCrmServiceRequests,
+  resetCrmServiceRequests,
   requestOpptyProductsInBackground,
   requestTokenRelayOnce,
   setOpportunitiesTableState
@@ -78,6 +80,8 @@ function createOpportunitiesController({
     }
 
     try {
+      await loadCrmServiceRequests(token, requestVersion);
+      if (!isCurrentPeriodRequest(requestVersion)) return;
       const allItems = await requestOpportunitiesPage(token, period, dateRange, 0, [], requestVersion, 1);
 
       if (allItems && isCurrentPeriodRequest(requestVersion)) {
@@ -102,6 +106,7 @@ function createOpportunitiesController({
   }
 
   function resetOpportunitiesTable() {
+    resetCrmServiceRequests();
     opportunitiesFilterState.selectedStages = new Set(STAGE_OPTIONS);
     opportunitiesFilterState.selectedStatuses = new Set(STATUS_OPTIONS);
     opportunitiesFilterState.selectedCustomerKeys = new Set();

src/features/opportunities/crm-service-requests.js

@@ -0,0 +1,55 @@
+function createOpportunityCrmServiceRequests({ requestCrmServiceRequest, isCurrentPeriodRequest, environment }) {
+  let status = "idle";
+  let byOpportunity = new Map();
+  let pending = null;
+  let generation = 0;
+  function reset() { generation += 1; pending = null; status = "idle"; byOpportunity = new Map(); }
+  function load(token, version) {
+    if (!isCurrentPeriodRequest(version)) return;
+    if (!pending) pending = run(token, version, generation);
+    return pending;
+  }
+  async function run(token, version, currentGeneration) {
+    const isActive = () => currentGeneration === generation;
+    status = "loading";
+    try {
+      const items = await requestCrmServiceRequest(token, version, isActive);
+      if (!items || !isActive()) return;
+      const grouped = new Map();
+      for (const item of items) {
+        const number = item?.OpportunityName_Id_c?.OptyNumber;
+        if (!number) continue;
+        const key = String(number);
+        if (!grouped.has(key)) grouped.set(key, []);
+        grouped.get(key).push(item);
+      }
+      byOpportunity = grouped;
+      status = "ready";
+    } catch {
+      if (isActive()) status = "error";
+    }
+  }
+  function createBadge(optyNumber) {
+    if (!optyNumber || status === "idle" || status === "loading") return null;
+    const items = byOpportunity.get(String(optyNumber)) || [];
+    const badge = environment.document.createElement("span");
+    badge.className = "opportunities-extension-crm-sr-badge";
+    badge.setAttribute("data-state", status === "error" ? "error" : items.length ? "matched" : "missing");
+    badge.textContent = status === "error" ? "SR ?" : items.length ? "\u2705 SR" : "\u26d4 SR";
+    const display = value => value === null || value === undefined || value === "" ? "N/D" : String(value);
+    badge.title = status === "error" ? "Unable to check CRM service requests. See Debug Requests."
+      : !items.length ? "No matching CRM service request with status SVC_PENDING_DELIVERY in your SR team."
+      : items.map(item => [
+        `SR Number: ${display(item.SrNumber)}`, `Title: ${display(item.Title)}`,
+        `Opportunity: ${display(item.OpportunityName_Id_c?.OptyNumber)}`,
+        `Reported Hours: ${display(item.ReportedHours_c)}`,
+        `Owner: ${[item.Owner?.PersonFirstName, item.Owner?.PersonLastName].filter(Boolean).join(" ") || "N/D"}`,
+        `Email: ${display(item.Owner?.PrimaryEmail?.EmailAddress)}`,
+        `Do Not Call: ${display(item.DoNotCallFlag)}`, `Do Not Email: ${display(item.DoNotEmailFlag)}`
+      ].join("\n")).join("\n\n");
+    badge.setAttribute("aria-label", badge.title);
+    badge.tabIndex = 0;
+    return badge;
+  }
+  return { reset, load, createBadge };
+}

src/features/opportunities/styles.css

@@ -1,4 +1,23 @@
 /* Compact filters use available CSS width, including Windows display scaling. */
+.opportunities-extension-crm-sr-badge {
+  flex: 0 0 auto;
+  padding: 0 6px;
+  border: 1px solid #408254;
+  border-radius: 8px;
+  font-size: 10px;
+  line-height: 18px;
+  font-weight: 600;
+  white-space: nowrap;
+  color: #185b30;
+  background: #e1f1e5;
+}
+.opportunities-extension-crm-sr-badge[data-state="missing"] { color: #9f201b; background: #fde8e7; border-color: #c74640; }
+.opportunities-extension-crm-sr-badge[data-state="error"] { color: #785000; background: #fff0cd; border-color: #987021; }
+.opportunities-extension-crm-sr-badge:focus-visible { outline: 2px solid currentColor; outline-offset: 2px; }
+.opportunities-extension-modal[data-theme="dark"] .opportunities-extension-crm-sr-badge { color: #b8e4c6; background: #214d34; border-color: #6eac82; }
+.opportunities-extension-modal[data-theme="dark"] .opportunities-extension-crm-sr-badge[data-state="missing"] { color: #ffd9d5; background: #542824; border-color: #ef938b; }
+.opportunities-extension-modal[data-theme="dark"] .opportunities-extension-crm-sr-badge[data-state="error"] { color: #ffe0a3; background: #584219; border-color: #c99b4b; }
+
 .opportunities-extension-form {
   display: grid;
   grid-template-columns: max-content minmax(110px, 1fr) minmax(110px, 1fr) minmax(145px, 180px) max-content max-content;

src/features/opportunities/table.js

@@ -10,6 +10,7 @@ function createOpportunitiesTable({
   createDetailLink,
   createProductsCountButton,
   createProductsRampBadge,
+  createCrmServiceRequestBadge,
   createProductsDetailRow,
   createStageBadge,
   createStatusBadge,
@@ -134,6 +135,8 @@ function createOpportunitiesTable({
                 const rampBadge = createProductsRampBadge(productsResult);
                 if (rampBadge) productActions.append(rampBadge);
               }
+              const srBadge = createCrmServiceRequestBadge(item.OptyNumber);
+              if (srBadge) productActions.append(srBadge);
               nameCellContent.append(opportunityLink, productActions);
               cell.append(nameCellContent);
             } else if (column.key === "optyNumber" && item.OptyNumber) {