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Revamp the SharePoint sidepane sample - #544

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adilei merged 7 commits into
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adilei-sharepoint-sidepane-revamp
Oct 23, 2026
Merged

adilei merged 7 commits into
mainfrom
adilei-sharepoint-sidepane-revamp

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@adilei

@adilei adilei commented Oct 21, 2026 •

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Summary

Revamps the existing ui/embed/sharepoint-customizer sample in place. It works with both GHCP and standard harness agents; no separate harness setting is required.

  • Clean Fluent chat panel with native starter cards, Markdown, cards, suggested replies, and streamed responses.
  • Local file selection, paste/drop, previews, removal, and validation.
  • Independently configurable reasoning and tool activity, hidden by default.
  • Improved Microsoft sign-in recovery, visible errors, reconnection, and scrolling.
  • Copilot Studio icon launcher, circular refresh for New conversation, and single-chevron collapse.
  • Cross-platform deployment script with a properties file and explicit runtime app client ID, separate deployment authentication, safe catalog updates, and verified single-site installation.
  • Simple manual deployment and app-registration instructions linked to Microsoft documentation.
  • Screenshots of the deployed welcome screen, conversation, and agent activity; requester names are redacted. Required Jekyll front matter and navigation are preserved.
  • Prominent notice that the SDK client currently uses beta 1.10.0-beta.7.g65f69dfa27. WebChat and its Fluent theme use released 4.19.2.

Behavior and deployment

  • By default, the panel shows local starters and starts the agent conversation after the first submission. startConversation: true uses the agent's welcome flow instead.
  • Uploads and typing are enabled by default; reasoning and tool activity are disabled by default.
  • Collapse preserves the conversation; New conversation clears it.
  • The launcher uses the supported SPFx Top placeholder, without modifying the Microsoft 365 suite header.
  • Package v1.1.0.1 requires installation on the target site; tenant-wide activation is excluded.
  • Deployment supports --dry-run and --package-only. Shared-catalog replacement requires a newer version and explicit --replace; identical packages are reused without duplicate registrations.
  • The script does not sign in, create app registrations, grant permissions, or silently uninstall apps.

Validation

  • 129 unit/integration tests pass.
  • Actual Windows, macOS, and Linux tests and production packaging passed for the live-tested code revision: OS matrix.
  • Live v1.1.0.1 deployment succeeded: installed version, one site-scoped customizer, and exact configuration were verified. Repeating deployment made zero remote changes.
  • The user confirmed the deployed site works and supplied screenshots of the initial reply and a follow-up list query.
  • Browser coverage includes both harnesses and all four reasoning/tool visibility combinations.
  • Jekyll build passed; navigation hierarchy, all three rendered screenshot links, and copied image assets were verified.
  • Live standard-harness connector completion and file-content analysis were not validated; agent-specific capabilities still require testing in the target environment.

Local tenant settings, credentials, browser artifacts, and generated packages are excluded.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 940e4d9a-9134-45e2-888a-1d9c5ef96c58
adilei and others added 6 commits October 23, 2026 17:56
Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 940e4d9a-9134-45e2-888a-1d9c5ef96c58
Build configured packages in isolation, guard shared-catalog updates, reconcile site activation, and document automated/manual deployment. Add deployment regression tests and an OS packaging matrix.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 940e4d9a-9134-45e2-888a-1d9c5ef96c58
Allow newer site-only packages to replace inactive legacy defaults only with --replace, continue refusing active global deployment, and document explicit SharePoint host selection to avoid extra Graph discovery permissions.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 940e4d9a-9134-45e2-888a-1d9c5ef96c58
Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 940e4d9a-9134-45e2-888a-1d9c5ef96c58
Remove the unsupported CustomAction Name attribute, prevent it from passing package inspection, and report actual SharePoint app-instance errors during installation polling. Ship corrected package v1.1.0.1 after live catalog and site verification.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 940e4d9a-9134-45e2-888a-1d9c5ef96c58
Show the deployed welcome, conversation, and activity experiences with requester names redacted. Retain the required Jekyll navigation front matter and beta notice, and describe GHCP and standard harness compatibility without endpoint or payload internals.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 940e4d9a-9134-45e2-888a-1d9c5ef96c58
@adilei

adilei commented Oct 23, 2026

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Henry Jammes (@HenryJammes) this is ready for review. The screenshots and documentation are in, including the beta SDK notice and GHCP/standard harness support. All checks pass, including Windows, macOS, and Linux packaging. Please review when you can; an approving review is the remaining requirement before merging.

@adilei
adilei merged commit a76d63c into main Oct 23, 2026
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@adilei
adilei deleted the adilei-sharepoint-sidepane-revamp branch October 23, 2026 17:04
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