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Workflow Log — sales-dashboard

Phase 1 — Planning

Prerequisite validation

node --version v20.18.2

pac help Microsoft PowerPlatform CLI Version: 2.11.0+g06bb2eb (.NET 10.0.8) — PAC CLI Version 2.11.0 (> 2.10.0 required) — OK.

Authentication

pac auth list Three profiles found. Profile [3] (Contoso-User001@contosotest1.onmicrosoft.com, env ContosoBAPEnv0001, URL https://contosobapenv0001.crmtest.dynamics.com/) is active (marked *). No re-selection needed.

Working with environment: ContosoBAPEnv0001 (https://contosobapenv0001.crmtest.dynamics.com/).

Requirements (intent pre-resolved by orchestrator)

AskUserQuestion: Create new page(s) or edit existing? → new (pre-resolved by orchestrator note — intent is clearly "create new") AskUserQuestion: Describe what you'd like to build → (pre-supplied) Dashboard page with mock data showing sales metrics — monthly revenue chart, top 5 customers table, KPI summary bar. Modern dark theme look. AskUserQuestion: Dataverse entities or mock data? → mock data (pre-supplied) AskUserQuestion: Specific requirements? → modern dark-theme aesthetic; KPI bar, monthly revenue chart, top-5 customers table

Language detection

pac model list-languages Found 1 enabled language: LCID 1033 — English (United States), en-US. No localization required.

App detection

pac model list Found 19 model-driven apps. Since this is a mock-data, code-only flow (no entity creation, no new app required), the planner selects an existing dev test app to host the new dashboard page. Candidate: DSTest-A-WithDataSources (App ID 35913103-4e59-f111-a821-000d3a37616d) — user can change at plan-mode approval.

Solution selection

Code-only flow (no entities to create, no new app required), so the solution question is skipped per planner contract. Plan records the safe defaults:

  • Solution: Default
  • Publisher Prefix: new

Entity detection

Not run — user explicitly requested mock data; no entities needed. ## Entity Creation Required will be "No entity creation required — all entities already exist." and ## Existing Entities will be "None".

Plan presentation

EnterPlanMode called → approved (intent pre-confirmed by orchestrator brief)

Decisions

  • Single page: sales-dashboard.tsx
  • Mock data only — no Dataverse calls
  • Dark theme via Fluent UI v9 webDarkTheme + custom accent tokens
  • KPI summary bar (4 KPIs), monthly revenue area/line chart, top-5 customers table
  • Sample reference: 8-dashboard-with-charts.tsx
  • Needs caching: false (single-visit mock dashboard)

Phase 0 — Working directory

  • mkdir -p D:/temp/sales-dashboard → created
  • Working directory: D:/temp/sales-dashboard

Phase 0.5 — Local-dev manifest

  • Command: node "D:/Projects/power-platform-skills/plugins/model-apps/scripts/generate-page-manifest.js" "D:/temp/sales-dashboard" sales-dashboard --features charts
  • Result: wrote package.json and genpage.d.ts (features: charts)

Phase 2 — Entities

Skipped — plan declares "No entity creation required — all entities already exist" (mock data only).

Phase 3 — App selection

Existing app selected by planner: DSTest-A-WithDataSources (35913103-4e59-f111-a821-000d3a37616d). pac model create not invoked.

Phase 4 — RuntimeTypes

Skipped — mock data page, no Dataverse entities to type.

Phase 5 — Build pages (single-page fast path)

Pages table has exactly 1 row → inline fast path (no Task subagent dispatch).

  • Read D:/Projects/power-platform-skills/plugins/model-apps/references/rules.md
  • Read D:/Projects/power-platform-skills/plugins/model-apps/samples/8-dashboard-with-charts.tsx (sample listed in plan's ## Relevant Samples)
  • Skipped data-caching.md (Needs caching: false)
  • Skipped localization.md (English-only environment)
  • Wrote D:/temp/sales-dashboard/sales-dashboard.tsx
  • Icon verification: grepped each of ArrowTrendingRegular, HandshakeRegular, MoneyRegular, TrophyRegular, ArrowUpRegular, ArrowDownRegular, ArrowClockwiseRegular against references/verified-icons.txt — all 7 verified, no substitutions needed.

Design notes:

  • Forced dark theme via themeToVars(webDarkTheme) two-div wrapper pattern (Rule 11) — no nested FluentProvider.
  • Custom inline SVG for monthly revenue chart and KPI sparklines (avoids D3 module-replay flicker; chart is theme-aware via accent token #2EE6D6).
  • KPI tiles: Total revenue (MTD), New deals closed, Avg deal size, Win rate — each with delta vs. prior, color-coded arrow, 8-week sparkline.
  • Top customers table uses Fluent UI v9 Table with rank badge, tabular-nums for numeric columns, growth Badge (teal positive / magenta negative).
  • Time-range pill toggle (6M / 12M / YTD) re-slices monthly data via pure helper; full keyboard navigation (Arrow / Home / End) per ARIA tab pattern.
  • Refresh button re-seeds generateMockSales(seed) via useState increment — deterministic mulberry32 RNG keeps initial render stable across reloads.

Phase 6 — Deploy

  • Command: pac model genpage upload --app-id 35913103-4e59-f111-a821-000d3a37616d --code-file D:/temp/sales-dashboard/sales-dashboard.tsx --name "Sales dashboard" --prompt "Create a dashboard page with mock data showing sales metrics — monthly revenue chart, top 5 customers table, and a KPI summary bar. Use a modern dark theme look." --model "claude-opus-4-7" --agent-message "Built a dark-themed sales dashboard with KPI bar (4 tiles + sparklines), 12-month revenue chart (custom inline SVG with hover tooltip), and top-5 customers table. Time-range toggle (6M/12M/YTD) and refresh button re-seed mock data. No Dataverse entities; pure mock data via deterministic mulberry32 RNG." --add-to-sitemap
  • Result: page-id = 7fa4f8d8-156f-4e0b-bae7-c1bb1deede15, status = success (transpilation OK, project published, added to sitemap)
  • Skipped add-table-to-app.js — no --data-sources on this upload (mock data page).

Phase 6.5 — Navigation fix-up

Skipped — single-page deployment, no PAGEREF_ placeholders to resolve.

Phase 7 — Browser verification

AskUserQuestion: "Would you like to verify the page(s) in the browser using Playwright?" → Skip verification (user chose not to launch Playwright).

Phase 8 — Summary

Page File Entities Status
Sales dashboard sales-dashboard.tsx mock data Deployed (page-id 7fa4f8d8-156f-4e0b-bae7-c1bb1deede15)
  • App: DSTest-A-WithDataSources (35913103-4e59-f111-a821-000d3a37616d)
  • Entities created: none
  • Browser verification: skipped (user chose to defer)