CE-938: fixed filter display text, dashboard widget style change

Feature/ce 1240 out of stock summary page

cypress.config.ts

@@ -1,12 +0,0 @@
-import {defineConfig} from "cypress";
-
-export default defineConfig({
-   e2e: {
-      viewportHeight: 1000,
-      viewportWidth: 1200,
-      setupNodeEvents(on, config)
-      {
-      // implement node event listeners here
-      },
-   },
-});

package.json

@@ -6,7 +6,7 @@
       "@auth0/auth0-react": "1.10.2",
       "@emotion/react": "11.7.1",
       "@emotion/styled": "11.6.0",
-      "@kingsrook/qqq-frontend-core": "1.0.100",
+      "@kingsrook/qqq-frontend-core": "1.0.102",
       "@mui/icons-material": "5.4.1",
       "@mui/material": "5.11.1",
       "@mui/styles": "5.11.1",

src/qqq/components/forms/EntityForm.tsx

@@ -44,9 +44,9 @@ import MDTypography from "qqq/components/legacy/MDTypography";
 import HelpContent from "qqq/components/misc/HelpContent";
 import QRecordSidebar from "qqq/components/misc/RecordSidebar";
 import DynamicFormWidget from "qqq/components/widgets/misc/DynamicFormWidget";
+import FilterAndColumnsSetupWidget from "qqq/components/widgets/misc/FilterAndColumnsSetupWidget";
 import PivotTableSetupWidget from "qqq/components/widgets/misc/PivotTableSetupWidget";
 import RecordGridWidget, {ChildRecordListData} from "qqq/components/widgets/misc/RecordGridWidget";
-import ReportSetupWidget from "qqq/components/widgets/misc/ReportSetupWidget";
 import {FieldRule, FieldRuleAction, FieldRuleTrigger} from "qqq/models/fields/FieldRules";
 import HtmlUtils from "qqq/utils/HtmlUtils";
 import Client from "qqq/utils/qqq/Client";
@@ -88,7 +88,7 @@ EntityForm.defaultProps = {
 ////////////////////////////////////////////////////////////////////////////
 let formikSetFieldValueFunction = (field: string, value: any, shouldValidate?: boolean): void =>
 {
-}
+};
 
 function EntityForm(props: Props): JSX.Element
 {
@@ -119,6 +119,7 @@ function EntityForm(props: Props): JSX.Element
    const [, forceUpdate] = useReducer((x) => x + 1, 0);
 
    const [showEditChildForm, setShowEditChildForm] = useState(null as any);
+   const [modalDataChangedCounter, setModalDataChangedCount] = useState(0);
 
    const [notAllowedError, setNotAllowedError] = useState(null as string);
 
@@ -282,6 +283,8 @@ function EntityForm(props: Props): JSX.Element
       setRenderedWidgetSections(newRenderedWidgetSections);
       forceUpdate();
 
+      setModalDataChangedCount(modalDataChangedCounter + 1);
+
       setShowEditChildForm(null);
    }
 
@@ -351,7 +354,6 @@ function EntityForm(props: Props): JSX.Element
    }
 
 
-
    /*******************************************************************************
     ** if we have a widget that wants to set form-field values, they can take this
     ** function in as a callback, and then call it with their values.
@@ -376,7 +378,7 @@ function EntityForm(props: Props): JSX.Element
          widgetMetaData.showExportButton = false;
 
          return <RecordGridWidget
-            key={new Date().getTime()} // added so that editing values actually re-renders...
+            key={`${formValues["tableName"]}-${modalDataChangedCounter}`}
             widgetMetaData={widgetMetaData}
             data={widgetData}
             disableRowClick
@@ -388,15 +390,24 @@ function EntityForm(props: Props): JSX.Element
          />;
       }
 
-      if(widgetMetaData.type == "reportSetup")
+      if (widgetMetaData.type == "filterAndColumnsSetup")
       {
-         return <ReportSetupWidget
+         /////////////////////////////////////////////////////////////////////////////////////////////////////////
+         // if the widget metadata specifies a table name, set form values to that so widget knows which to use //
+         // (for the case when it is not being specified by a separate field in the record)                     //
+         /////////////////////////////////////////////////////////////////////////////////////////////////////////
+         if (widgetMetaData?.defaultValues?.has("tableName"))
+         {
+            formValues["tableName"] = widgetMetaData?.defaultValues.get("tableName");
+         }
+
+         return <FilterAndColumnsSetupWidget
             key={formValues["tableName"]} // todo, is this good?  it was added so that editing values actually re-renders...
             isEditable={true}
             widgetMetaData={widgetMetaData}
             recordValues={formValues}
             onSaveCallback={setFormFieldValuesFromWidget}
-         />
+         />;
       }
 
       if (widgetMetaData.type == "pivotTableSetup")
@@ -407,7 +418,7 @@ function EntityForm(props: Props): JSX.Element
             widgetMetaData={widgetMetaData}
             recordValues={formValues}
             onSaveCallback={setFormFieldValuesFromWidget}
-         />
+         />;
       }
 
       if (widgetMetaData.type == "dynamicForm")
@@ -420,10 +431,10 @@ function EntityForm(props: Props): JSX.Element
             recordValues={formValues}
             record={record}
             onSaveCallback={setFormFieldValuesFromWidget}
-         />
+         />;
       }
 
-      return (<Box>Unsupported widget type: {widgetMetaData.type}</Box>)
+      return (<Box>Unsupported widget type: {widgetMetaData.type}</Box>);
    }
 
 
@@ -488,7 +499,7 @@ function EntityForm(props: Props): JSX.Element
          /////////////////////////////////////////////////
          const tableSections = TableUtils.getSectionsForRecordSidebar(tableMetaData, [...tableMetaData.fields.keys()], (section: QTableSection) =>
          {
-            const widget = metaData.widgets.get(section.widgetName);
+            const widget = metaData?.widgets.get(section.widgetName);
             if (widget)
             {
                if (widget.type == "childRecordList" && widget.defaultValues?.has("manageAssociationName"))
@@ -496,7 +507,7 @@ function EntityForm(props: Props): JSX.Element
                   return (true);
                }
 
-               if(widget.type == "reportSetup" || widget.type == "pivotTableSetup" || widget.type == "dynamicForm")
+               if (widget.type == "filterAndColumnsSetup" || widget.type == "pivotTableSetup" || widget.type == "dynamicForm")
                {
                   return (true);
                }
@@ -719,7 +730,7 @@ function EntityForm(props: Props): JSX.Element
             }
             else
             {
-               const widgetMetaData = metaData.widgets.get(section.widgetName);
+               const widgetMetaData = metaData?.widgets.get(section.widgetName);
                const widgetData = await qController.widget(widgetMetaData.name, makeQueryStringWithIdAndObject(tableMetaData, defaultValues));
 
                newRenderedWidgetSections[section.widgetName] = getWidgetSection(widgetMetaData, widgetData);
@@ -1005,14 +1016,14 @@ function EntityForm(props: Props): JSX.Element
       const queryParamsArray: string[] = [];
       if (props.id)
       {
-         queryParamsArray.push(`${tableMetaData.primaryKeyField}=${encodeURIComponent(props.id)}`)
+         queryParamsArray.push(`${tableMetaData.primaryKeyField}=${encodeURIComponent(props.id)}`);
       }
 
       if (object)
       {
          for (let key in object)
          {
-            queryParamsArray.push(`${key}=${encodeURIComponent(object[key])}`)
+            queryParamsArray.push(`${key}=${encodeURIComponent(object[key])}`);
          }
       }
 
@@ -1194,7 +1205,7 @@ function EntityForm(props: Props): JSX.Element
                                  setFieldValue(fieldName, valueChangesToMake[fieldName], false);
                               }
 
-                              setFormValues(formValues)
+                              setFormValues(formValues);
                               setFormValuesJSON(JSON.stringify(values));
                            }
                         }

src/qqq/components/misc/GotoRecordDialog.tsx

@@ -358,7 +358,7 @@ export function GotoRecordButton(props: GotoRecordButtonProps): JSX.Element
    return (
       <React.Fragment>
          {
-            props.buttonVisible && hasGotoFieldNames(props.tableMetaData) && <Button onClick={openGoto}>Go To...</Button>
+            props.buttonVisible && hasGotoFieldNames(props.tableMetaData) && <Button onClick={openGoto} sx={{whiteSpace: "nowrap"}}>Go To...</Button>
          }
          <GotoRecordDialog metaData={props.metaData} tableMetaData={props.tableMetaData} tableVariant={props.tableVariant} isOpen={gotoIsOpen} closeHandler={closeGoto} mayClose={props.mayClose} subHeader={props.subHeader} />
       </React.Fragment>

src/qqq/components/misc/RecordSidebar.tsx

@@ -22,7 +22,7 @@
 import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
 import {QTableSection} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableSection";
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
-import Box from "@mui/material/Box";
+import {Box} from "@mui/material";
 import Card from "@mui/material/Card";
 import Icon from "@mui/material/Icon";
 import {Theme} from "@mui/material/styles";
@@ -76,12 +76,12 @@ function QRecordSidebar({tableSections, widgetMetaDataList, light, stickyTop}: P
 
 
    return (
-      <Card sx={{borderRadius: "0.75rem", position: "sticky", top: stickyTop, overflow: "auto", maxHeight: "calc(100vh - 2rem)"}}>
+      <Card sx={{borderRadius: "0.75rem", position: "sticky", top: stickyTop, overflow: "hidden", maxHeight: "calc(100vh - 2rem)"}}>
-         <Box component="ul" display="flex" flexDirection="column" p={2} m={0} sx={{listStyle: "none"}}>
+         <Box component="ul" display="flex" flexDirection="column" p={2} m={0} sx={{listStyle: "none", overflow: "auto", height: "100%"}}>
             {
                sidebarEntries ? sidebarEntries.map((entry: SidebarEntry, key: number) => (
 
-                  <HashLink key={`section-link-${entry.name}`} to={`#${entry.name}`}>
+                  <Box key={`section-link-${entry.name}`} onClick={() => document.getElementById(entry.name).scrollIntoView()} sx={{cursor: "pointer"}}>
                      <Box key={`section-${entry.name}`} component="li" pt={key === 0 ? 0 : 1}>
                         <MDTypography
                            variant="button"
@@ -112,7 +112,7 @@ function QRecordSidebar({tableSections, widgetMetaDataList, light, stickyTop}: P
 
                         </MDTypography>
                      </Box>
-                  </HashLink>
+                  </Box>
                )) : null
             }
          </Box>

src/qqq/components/misc/SavedViews.tsx

@@ -25,7 +25,8 @@ import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QT
 import {QJobComplete} from "@kingsrook/qqq-frontend-core/lib/model/processes/QJobComplete";
 import {QJobError} from "@kingsrook/qqq-frontend-core/lib/model/processes/QJobError";
 import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
-import {Alert, Box, Button} from "@mui/material";
+import {Alert, Button} from "@mui/material";
+import Box from "@mui/material/Box";
 import Dialog from "@mui/material/Dialog";
 import DialogActions from "@mui/material/DialogActions";
 import DialogContent from "@mui/material/DialogContent";
@@ -94,12 +95,12 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
 
    const {accentColor, accentColorLight, userId: currentUserId} = useContext(QContext);
 
-   /////////////////////////////////////////////////////////////////////////////////////////
+   /////////////////////////////////////////////////////////////////////////////////////////////
    // this component is used by <RecordQuery> - but that component has different usages -     //
    // e.g., the full-fledged query screen, but also, within other screens (e.g., a modal      //
-   // under the ReportSetupWidget).  So, there are some behaviors we only want when we're //
+   // under the FilterAndColumnsSetupWidget).  So, there are some behaviors we only want when //
-   // on the full-fledged query screen, such as changing the URL with saved view ids.     //
+   // we're on the full-fledged query screen, such as changing the URL with saved view ids.   //
-   /////////////////////////////////////////////////////////////////////////////////////////
+   /////////////////////////////////////////////////////////////////////////////////////////////
    const isQueryScreen = queryScreenUsage == "queryScreen";
 
    const openSavedViewsMenu = (event: any) => setSavedViewsMenu(event.currentTarget);

src/qqq/components/widgets/CompositeWidget.tsx

@@ -22,16 +22,16 @@
 
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
 import {Box, Skeleton} from "@mui/material";
-import React from "react";
 import {BlockData} from "qqq/components/widgets/blocks/BlockModels";
 import WidgetBlock from "qqq/components/widgets/WidgetBlock";
+import React from "react";
 
 
 interface CompositeData
 {
    blocks: BlockData[];
    styleOverrides?: any;
-   layout?: string
+   layout?: string;
 }
 
 
@@ -57,7 +57,14 @@ export default function CompositeWidget({widgetMetaData, data}: CompositeWidgetP
    ////////////////////////////////////////////////////////////////////////////////////
    let layout = data?.layout;
    let boxStyle: any = {};
-   if (layout == "FLEX_ROW_WRAPPED")
+   if (layout == "FLEX_COLUMN")
+   {
+      boxStyle.display = "flex";
+      boxStyle.flexDirection = "column";
+      boxStyle.flexWrap = "wrap";
+      boxStyle.gap = "0.5rem";
+   }
+   else if (layout == "FLEX_ROW_WRAPPED")
    {
       boxStyle.display = "flex";
       boxStyle.flexDirection = "row";
@@ -68,7 +75,7 @@ export default function CompositeWidget({widgetMetaData, data}: CompositeWidgetP
    {
       boxStyle.display = "flex";
       boxStyle.flexDirection = "row";
-      boxStyle.justifyContent = "space-between"
+      boxStyle.justifyContent = "space-between";
       boxStyle.gap = "0.25rem";
    }
    else if (layout == "TABLE_SUB_ROW_DETAILS")

src/qqq/components/widgets/DashboardWidgets.tsx

@@ -40,17 +40,17 @@ import DataBagViewer from "qqq/components/widgets/misc/DataBagViewer";
 import DividerWidget from "qqq/components/widgets/misc/Divider";
 import DynamicFormWidget from "qqq/components/widgets/misc/DynamicFormWidget";
 import FieldValueListWidget from "qqq/components/widgets/misc/FieldValueListWidget";
+import FilterAndColumnsSetupWidget from "qqq/components/widgets/misc/FilterAndColumnsSetupWidget";
 import PivotTableSetupWidget from "qqq/components/widgets/misc/PivotTableSetupWidget";
 import QuickSightChart from "qqq/components/widgets/misc/QuickSightChart";
 import RecordGridWidget from "qqq/components/widgets/misc/RecordGridWidget";
-import ReportSetupWidget from "qqq/components/widgets/misc/ReportSetupWidget";
 import ScriptViewer from "qqq/components/widgets/misc/ScriptViewer";
 import StepperCard from "qqq/components/widgets/misc/StepperCard";
 import USMapWidget from "qqq/components/widgets/misc/USMapWidget";
 import ParentWidget from "qqq/components/widgets/ParentWidget";
 import MultiStatisticsCard from "qqq/components/widgets/statistics/MultiStatisticsCard";
 import StatisticsCard from "qqq/components/widgets/statistics/StatisticsCard";
-import Widget, {HeaderIcon, LabelComponent, WIDGET_DROPDOWN_SELECTION_LOCAL_STORAGE_KEY_ROOT} from "qqq/components/widgets/Widget";
+import Widget, {HeaderIcon, LabelComponent, WIDGET_DROPDOWN_SELECTION_LOCAL_STORAGE_KEY_ROOT, WidgetData} from "qqq/components/widgets/Widget";
 import WidgetBlock from "qqq/components/widgets/WidgetBlock";
 import ProcessRun from "qqq/pages/processes/ProcessRun";
 import Client from "qqq/utils/qqq/Client";
@@ -293,7 +293,7 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, reco
       }
 
       return (
-         <Box key={`${widgetMetaData.name}-${i}`} sx={{alignItems: "stretch", flexGrow: 1, display: "flex", marginTop: "0px", paddingTop: "0px", width: "100%", height: "100%"}}>
+         <Box key={`${widgetMetaData.name}-${i}`} sx={{alignItems: "stretch", flexGrow: 1, display: "flex", marginTop: "0px", paddingTop: "0px", width: "100%", height: "100%", flexDirection: widgetMetaData.type == "multiTable" ? "column" : "row"}}>
             {
                haveLoadedParams && widgetMetaData.type === "parentWidget" && (
                   <ParentWidget
@@ -343,6 +343,20 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, reco
                   />
                )
             }
+            {
+               widgetMetaData.type === "multiTable" && (
+                  widgetData[i]?.tableDataList?.map((tableData: WidgetData, index: number) =>
+                     <Box pb={3} key={`${widgetMetaData.type}-${index}`}>
+                        <TableWidget
+                           widgetMetaData={widgetMetaData}
+                           widgetData={tableData}
+                           reloadWidgetCallback={(data) => reloadWidget(i, data)}
+                           isChild={areChildren}
+                        />
+                     </Box>
+                  )
+               )
+            }
             {
                widgetMetaData.type === "stackedBarChart" && (
                   <Widget
@@ -584,17 +598,19 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, reco
                )
             }
             {
-               widgetMetaData.type === "reportSetup" && (
+               widgetMetaData.type === "filterAndColumnsSetup" && (
                   widgetData && widgetData[i] && widgetData[i].queryParams &&
-                  <ReportSetupWidget isEditable={false} widgetMetaData={widgetMetaData} recordValues={convertQRecordValuesFromMapToObject(record)} onSaveCallback={() =>
+                  <FilterAndColumnsSetupWidget isEditable={false} widgetMetaData={widgetMetaData} recordValues={convertQRecordValuesFromMapToObject(record)} onSaveCallback={() =>
-                  {}} />
+                  {
+                  }} />
                )
             }
             {
                widgetMetaData.type === "pivotTableSetup" && (
                   widgetData && widgetData[i] && widgetData[i].queryParams &&
                   <PivotTableSetupWidget isEditable={false} widgetMetaData={widgetMetaData} recordValues={convertQRecordValuesFromMapToObject(record)} onSaveCallback={() =>
-                  {}} />
+                  {
+                  }} />
                )
             }
             {

src/qqq/components/widgets/WidgetUtils.tsx

@@ -21,14 +21,16 @@
 
 
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
+import Box from "@mui/material/Box";
 import Button from "@mui/material/Button";
 import Icon from "@mui/material/Icon";
 import Tooltip from "@mui/material/Tooltip/Tooltip";
 import Typography from "@mui/material/Typography";
-import React from "react";
 import colors from "qqq/assets/theme/base/colors";
 import {WidgetData} from "qqq/components/widgets/Widget";
 import ValueUtils from "qqq/utils/qqq/ValueUtils";
+import React from "react";
+import {Link} from "react-router-dom";
 
 /*******************************************************************************
  ** Utility class used by Widgets
@@ -51,6 +53,17 @@ export class WidgetUtils
    };
 
 
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public static generateLabelLink = (linkText: string, linkURL: string): JSX.Element =>
+   {
+      return (<Box key={1} fontSize="1rem" pl={1} display="inline" position="relative">
+         (<Link to={linkURL}>{linkText}</Link>)
+      </Box>);
+   };
+
+
    /*******************************************************************************
     **
     *******************************************************************************/

src/qqq/components/widgets/blocks/NumberIconBadgeBlock.tsx

@@ -41,7 +41,7 @@ export default function NumberIconBadgeBlock({widgetMetaData, data}: StandardBlo
          {
             data.values.iconName &&
             <BlockElementWrapper metaData={widgetMetaData} data={data} slot="icon">
-               <Icon style={{color: data.styles.color, fontSize: "1rem", position: "relative", top: "3px"}}>{data.values.iconName}</Icon>
+               <Icon style={{color: data.styles.color, fontSize: "1rem", marginLeft: "2px", position: "relative", top: "4px"}}>{data.values.iconName}</Icon>
             </BlockElementWrapper>
          }
       </div>);

src/qqq/components/widgets/misc/FilterAndColumnsSetupWidget.tsx

@@ -22,6 +22,9 @@
 
 import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
+import {QCriteriaOperator} from "@kingsrook/qqq-frontend-core/lib/model/query/QCriteriaOperator";
+import {QFilterCriteria} from "@kingsrook/qqq-frontend-core/lib/model/query/QFilterCriteria";
+import {QFilterOrderBy} from "@kingsrook/qqq-frontend-core/lib/model/query/QFilterOrderBy";
 import {QQueryFilter} from "@kingsrook/qqq-frontend-core/lib/model/query/QQueryFilter";
 import {Alert, Collapse} from "@mui/material";
 import Box from "@mui/material/Box";
@@ -42,7 +45,7 @@ import Client from "qqq/utils/qqq/Client";
 import FilterUtils from "qqq/utils/qqq/FilterUtils";
 import React, {useContext, useEffect, useRef, useState} from "react";
 
-interface ReportSetupWidgetProps
+interface FilterAndColumnsSetupWidgetProps
 {
    isEditable: boolean;
    widgetMetaData: QWidgetMetaData;
@@ -50,7 +53,7 @@ interface ReportSetupWidgetProps
    onSaveCallback?: (values: { [name: string]: any }) => void;
 }
 
-ReportSetupWidget.defaultProps = {
+FilterAndColumnsSetupWidget.defaultProps = {
    onSaveCallback: null
 };
 
@@ -80,9 +83,10 @@ const qController = Client.getInstance();
 /*******************************************************************************
  ** Component for editing the main setup of a report - that is: filter & columns
  *******************************************************************************/
-export default function ReportSetupWidget({isEditable, widgetMetaData, recordValues, onSaveCallback}: ReportSetupWidgetProps): JSX.Element
+export default function FilterAndColumnsSetupWidget({isEditable, widgetMetaData, recordValues, onSaveCallback}: FilterAndColumnsSetupWidgetProps): JSX.Element
 {
    const [modalOpen, setModalOpen] = useState(false);
+   const [hideColumns, setHideColumns] = useState(widgetMetaData?.defaultValues?.has("hideColumns") && widgetMetaData?.defaultValues?.get("hideColumns"));
    const [tableMetaData, setTableMetaData] = useState(null as QTableMetaData);
 
    const [alertContent, setAlertContent] = useState(null as string);
@@ -101,15 +105,36 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
    /////////////////////////////
    // load values from record //
    /////////////////////////////
-   let queryFilter = recordValues["queryFilterJson"] && JSON.parse(recordValues["queryFilterJson"]) as QQueryFilter;
+   let columns: QQueryColumns = null;
    let usingDefaultEmptyFilter = false;
+   let queryFilter = recordValues["queryFilterJson"] && JSON.parse(recordValues["queryFilterJson"]) as QQueryFilter;
    if (!queryFilter)
    {
       queryFilter = new QQueryFilter();
+
+      //////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      // if there is no queryFilter provided, see if there are default fields from which a query should be seeded //
+      //////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      const defaultFilterFields = getDefaultFilterFieldNames(widgetMetaData);
+      if (defaultFilterFields?.length > 0)
+      {
+         defaultFilterFields.forEach((fieldName: string) =>
+         {
+            if (recordValues[fieldName])
+            {
+               queryFilter.addCriteria(new QFilterCriteria(fieldName, QCriteriaOperator.EQUALS, [recordValues[fieldName]]));
+            }
+         });
+
+         queryFilter.addOrderBy(new QFilterOrderBy("id", false));
+         queryFilter = Object.assign({}, queryFilter);
+      }
+      else
+      {
          usingDefaultEmptyFilter = true;
       }
+   }
 
-   let columns: QQueryColumns = null;
    if (recordValues["columnsJson"])
    {
       columns = QQueryColumns.buildFromJSON(recordValues["columnsJson"]);
@@ -120,11 +145,20 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
    //////////////////////////////////////////////////////////////////////
    useEffect(() =>
    {
-      if (recordValues["tableName"] && (tableMetaData == null || tableMetaData.name != recordValues["tableName"]))
+      ////////////////////////////////////////////////////////////////////////////////////////
+      // if a default table name specified, use it, otherwise use it from the record values //
+      ////////////////////////////////////////////////////////////////////////////////////////
+      let tableName = widgetMetaData?.defaultValues?.get("tableName");
+      if (!tableName && recordValues["tableName"] && (tableMetaData == null || tableMetaData.name != recordValues["tableName"]))
+      {
+         tableName = recordValues["tableName"];
+      }
+
+      if (tableName)
       {
          (async () =>
          {
-            const tableMetaData = await qController.loadTableMetaData(recordValues["tableName"]);
+            const tableMetaData = await qController.loadTableMetaData(tableName);
             setTableMetaData(tableMetaData);
 
             const queryFilterForFrontend = Object.assign({}, queryFilter);
@@ -132,7 +166,21 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
             setFrontendQueryFilter(queryFilterForFrontend);
          })();
       }
-   }, [recordValues]);
+   }, [JSON.stringify(recordValues)]);
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function getDefaultFilterFieldNames(widgetMetaData: QWidgetMetaData)
+   {
+      if (widgetMetaData?.defaultValues?.has("filterDefaultFieldNames"))
+      {
+         return (widgetMetaData.defaultValues.get("filterDefaultFieldNames").split(","));
+      }
+
+      return ([]);
+   }
 
 
    /*******************************************************************************
@@ -140,8 +188,27 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
     *******************************************************************************/
    function openEditor()
    {
+      let missingRequiredFields = [] as string[];
+      getDefaultFilterFieldNames(widgetMetaData)?.forEach((fieldName: string) =>
+      {
+         if (!recordValues[fieldName])
+         {
+            missingRequiredFields.push(tableMetaData.fields.get(fieldName).label);
+         }
+      });
+
+      ////////////////////////////////////////////////////////////////////
+      // display an alert and return if any required fields are missing //
+      ////////////////////////////////////////////////////////////////////
+      if (missingRequiredFields.length > 0)
+      {
+         setAlertContent("The following fields must first be selected to add Additional Order Filters: '" + missingRequiredFields.join(", ") + "'");
+         return;
+      }
+
       if (recordValues["tableName"])
       {
+         setAlertContent(null);
          setModalOpen(true);
       }
    }
@@ -271,9 +338,16 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
    const selectTableFirstTooltipTitle = tableMetaData ? null : "You must select a table before you can set up your report filters and columns";
    const labelAdditionalElementsRight: JSX.Element[] = [];
    if (isEditable)
+   {
+      if (!hideColumns)
       {
          labelAdditionalElementsRight.push(<HeaderLinkButtonComponent key="filterAndColumnsHeader" label="Edit Filters and Columns" onClickCallback={openEditor} disabled={tableMetaData == null} disabledTooltip={selectTableFirstTooltipTitle} />);
       }
+      else
+      {
+         labelAdditionalElementsRight.push(<HeaderLinkButtonComponent key="filterAndColumnsHeader" label="Edit Filters" onClickCallback={openEditor} disabled={tableMetaData == null} disabledTooltip={selectTableFirstTooltipTitle} />);
+      }
+   }
 
 
    return (<Widget widgetMetaData={widgetMetaData} labelAdditionalElementsRight={labelAdditionalElementsRight}>
@@ -306,11 +380,12 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
                      </Tooltip>
                   }
                   {
-                     !isEditable && <Box color={colors.gray.main}>Your report has no filters.</Box>
+                     !isEditable && <Box color={colors.gray.main}>No filters are configured.</Box>
                   }
                </Box>
             }
          </Box>
+         {!hideColumns && (
             <Box pt="1rem">
                <h5>Columns</h5>
                <Box display="flex" flexWrap="wrap" fontSize="1rem">
@@ -328,12 +403,13 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
                            </Tooltip>
                         }
                         {
-                        !isEditable && <Box color={colors.gray.main}>Your report has no columns.</Box>
+                           !isEditable && <Box color={colors.gray.main}>No columns are selected.</Box>
                         }
                      </Box>
                   }
                </Box>
             </Box>
+         )}
          {
             modalOpen &&
             <Modal open={modalOpen} onClose={(event, reason) => closeEditor(event, reason)}>

src/qqq/components/widgets/misc/PivotTableSetupWidget.tsx

@@ -39,9 +39,9 @@ import colors from "qqq/assets/theme/base/colors";
 import {QCancelButton, QSaveButton} from "qqq/components/buttons/DefaultButtons";
 import FieldAutoComplete from "qqq/components/misc/FieldAutoComplete";
 import HelpContent, {hasHelpContent} from "qqq/components/misc/HelpContent";
+import {buttonSX, unborderedButtonSX} from "qqq/components/widgets/misc/FilterAndColumnsSetupWidget";
 import {PivotTableGroupByElement} from "qqq/components/widgets/misc/PivotTableGroupByElement";
 import {PivotTableValueElement} from "qqq/components/widgets/misc/PivotTableValueElement";
-import {buttonSX, unborderedButtonSX} from "qqq/components/widgets/misc/ReportSetupWidget";
 import Widget, {HeaderToggleComponent} from "qqq/components/widgets/Widget";
 import {PivotObjectKey, PivotTableDefinition, PivotTableFunction, pivotTableFunctionLabels, PivotTableGroupBy, PivotTableValue} from "qqq/models/misc/PivotTableDefinitionModels";
 import QQueryColumns from "qqq/models/query/QQueryColumns";

src/qqq/components/widgets/tables/DataTable.tsx

@@ -30,8 +30,6 @@ import TableContainer from "@mui/material/TableContainer";
 import TableRow from "@mui/material/TableRow";
 import Tooltip from "@mui/material/Tooltip";
 import parse from "html-react-parser";
-import React, {useEffect, useMemo, useState} from "react";
-import {useAsyncDebounce, useExpanded, useGlobalFilter, usePagination, useSortBy, useTable} from "react-table";
 import colors from "qqq/assets/theme/base/colors";
 import MDInput from "qqq/components/legacy/MDInput";
 import MDPagination from "qqq/components/legacy/MDPagination";
@@ -43,6 +41,8 @@ import DefaultCell from "qqq/components/widgets/tables/cells/DefaultCell";
 import ImageCell from "qqq/components/widgets/tables/cells/ImageCell";
 import {TableDataInput} from "qqq/components/widgets/tables/TableCard";
 import WidgetBlock from "qqq/components/widgets/WidgetBlock";
+import React, {useEffect, useMemo, useState} from "react";
+import {useAsyncDebounce, useExpanded, useGlobalFilter, usePagination, useSortBy, useTable} from "react-table";
 
 interface Props
 {
@@ -327,7 +327,7 @@ function DataTable({
                includeHead && (
                   <Box component="thead" sx={{position: "sticky", top: 0, background: "white", zIndex: 10}}>
                      {headerGroups.map((headerGroup: any, i: number) => (
-                        <TableRow key={i} {...headerGroup.getHeaderGroupProps()} sx={{display: "grid", gridTemplateColumns: gridTemplateColumns}}>
+                        <TableRow key={i} {...headerGroup.getHeaderGroupProps()} sx={{display: "grid", alignItems: "flex-end", gridTemplateColumns: gridTemplateColumns}}>
                            {headerGroup.headers.map((column: any) => (
                               column.type !== "hidden" && (
                                  <DataTableHeadCell
@@ -453,7 +453,7 @@ function DataTable({
 
             </TableBody>
          </Table>
-      </Box></Box>
+      </Box></Box>;
    }
 
    return (

src/qqq/components/widgets/tables/TableCard.tsx

@@ -28,13 +28,13 @@ import TableBody from "@mui/material/TableBody";
 import TableContainer from "@mui/material/TableContainer";
 import TableRow from "@mui/material/TableRow";
 import parse from "html-react-parser";
-import React, {useEffect, useState} from "react";
 import MDTypography from "qqq/components/legacy/MDTypography";
 import DataTableBodyCell from "qqq/components/widgets/tables/cells/DataTableBodyCell";
 import DataTableHeadCell from "qqq/components/widgets/tables/cells/DataTableHeadCell";
 import DefaultCell from "qqq/components/widgets/tables/cells/DefaultCell";
 import DataTable from "qqq/components/widgets/tables/DataTable";
 import Client from "qqq/utils/qqq/Client";
+import React, {useEffect, useState} from "react";
 
 
 //////////////////////////////////////
@@ -43,7 +43,7 @@ import Client from "qqq/utils/qqq/Client";
 export interface TableDataInput
 {
    columns: { [key: string]: any }[];
-   columnHeaderTooltips?: { [columnName: string]: string | JSX.Element }
+   columnHeaderTooltips?: { [columnName: string]: string | JSX.Element };
    rows: { [key: string]: any }[];
 }
 
@@ -63,6 +63,7 @@ interface Props
 }
 
 const qController = Client.getInstance();
+
 function TableCard({noRowsFoundHTML, data, rowsPerPage, hidePaginationDropdown, fixedStickyLastRow, fixedHeight, widgetMetaData}: Props): JSX.Element
 {
    const [qInstance, setQInstance] = useState(null as QInstance);
@@ -108,7 +109,7 @@ function TableCard({noRowsFoundHTML, data, rowsPerPage, hidePaginationDropdown,
                   <TableContainer sx={{boxShadow: "none"}}>
                      <Table>
                         <Box component="thead">
-                           <TableRow key="header">
+                           <TableRow sx={{alignItems: "flex-end"}} key="header">
                               {Array(8).fill(0).map((_, i) =>
                                  <DataTableHeadCell key={`head-${i}`} sorted={false} width="auto" align="center">
                                     <Skeleton width="100%" />

src/qqq/components/widgets/tables/TableWidget.tsx

@@ -23,7 +23,6 @@
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
 // @ts-ignore
 import {htmlToText} from "html-to-text";
-import React, {useContext, useEffect, useState} from "react";
 import QContext from "QContext";
 import HelpContent, {hasHelpContent} from "qqq/components/misc/HelpContent";
 import TableCard from "qqq/components/widgets/tables/TableCard";
@@ -31,6 +30,7 @@ import Widget, {WidgetData} from "qqq/components/widgets/Widget";
 import {WidgetUtils} from "qqq/components/widgets/WidgetUtils";
 import HtmlUtils from "qqq/utils/HtmlUtils";
 import ValueUtils from "qqq/utils/qqq/ValueUtils";
+import React, {useContext, useEffect, useState} from "react";
 
 interface Props
 {
@@ -40,8 +40,7 @@ interface Props
    isChild?: boolean;
 }
 
-TableWidget.defaultProps = {
+TableWidget.defaultProps = {};
-};
 
 function TableWidget(props: Props): JSX.Element
 {
@@ -105,7 +104,7 @@ function TableWidget(props: Props): JSX.Element
          setCsv(csv);
 
          const fileName = WidgetUtils.makeExportFileName(props.widgetData, props.widgetMetaData);
-         setFileName(fileName)
+         setFileName(fileName);
 
          console.log(`useEffect, setting fileName ${fileName}`);
       }
@@ -126,11 +125,15 @@ function TableWidget(props: Props): JSX.Element
       }
       else
       {
-         alert("There is no data available to export.")
+         alert("There is no data available to export.");
-      }
       }
+   };
 
    const labelAdditionalElementsLeft: JSX.Element[] = [];
+   if (props.widgetData?.linkText && props.widgetData?.linkURL)
+   {
+      labelAdditionalElementsLeft.push(WidgetUtils.generateLabelLink(props.widgetData?.linkText, props.widgetData?.linkURL));
+   }
    if (props.widgetMetaData?.showExportButton)
    {
       labelAdditionalElementsLeft.push(WidgetUtils.generateExportButton(onExportClick));
@@ -139,10 +142,10 @@ function TableWidget(props: Props): JSX.Element
    //////////////////////////////////////////////////////
    // look for column-header tooltips from helpContent //
    //////////////////////////////////////////////////////
-   const columnHeaderTooltips: {[columnName: string]: JSX.Element} = {}
+   const columnHeaderTooltips: { [columnName: string]: JSX.Element } = {};
    for (let column of props.widgetData?.columns ?? [])
    {
-      const helpRoles = ["ALL_SCREENS"]
+      const helpRoles = ["ALL_SCREENS"];
       const slotName = `columnHeader=${column.accessor}`;
       const showHelp = helpHelpActive || hasHelpContent(props.widgetMetaData?.helpContent?.get(slotName), helpRoles);
 

src/qqq/pages/processes/ProcessRun.tsx

@@ -54,7 +54,7 @@ import DynamicFormUtils from "qqq/components/forms/DynamicFormUtils";
 import MDButton from "qqq/components/legacy/MDButton";
 import MDProgress from "qqq/components/legacy/MDProgress";
 import MDTypography from "qqq/components/legacy/MDTypography";
-import HelpContent from "qqq/components/misc/HelpContent";
+import HelpContent, {hasHelpContent} from "qqq/components/misc/HelpContent";
 import QRecordSidebar from "qqq/components/misc/RecordSidebar";
 import {GoogleDriveFolderPickerWrapper} from "qqq/components/processes/GoogleDriveFolderPickerWrapper";
 import ProcessSummaryResults from "qqq/components/processes/ProcessSummaryResults";
@@ -94,7 +94,7 @@ const BACKOFF_AMOUNT = 1.5;
 ////////////////////////////////////////////////////////////////////////////
 let formikSetFieldValueFunction = (field: string, value: any, shouldValidate?: boolean): void =>
 {
-}
+};
 
 function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, isReport, recordIds, closeModalHandler, forceReInit, overrideLabel}: Props): JSX.Element
 {
@@ -136,7 +136,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
 
    const [renderedWidgets, setRenderedWidgets] = useState({} as { [step: string]: { [widgetName: string]: any } });
 
-   const {pageHeader, recordAnalytics, setPageHeader} = useContext(QContext);
+   const {pageHeader, recordAnalytics, setPageHeader, helpHelpActive} = useContext(QContext);
 
    //////////////////////////////////////////////////////////////////////////////////////////////////////////////
    // for setting the processError state - call this function, which will also set the isUserFacingError state //
@@ -311,12 +311,12 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
       const queryStringParts: string[] = [];
       for (let name in processValues)
       {
-         queryStringParts.push(`${name}=${encodeURIComponent(processValues[name])}`)
+         queryStringParts.push(`${name}=${encodeURIComponent(processValues[name])}`);
       }
 
       const renderedWidget = (<Box m={-2}>
          <DashboardWidgets widgetMetaDataList={[widgetMetaData]} omitWrappingGridContainer={true} childUrlParams={queryStringParts.join("&")} />
-      </Box>)
+      </Box>);
       renderedWidgets[activeStep.name][widgetName] = renderedWidget;
       return renderedWidget;
    }
@@ -367,8 +367,8 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                </MDTypography>
                <Box component="div" py={3}>
                   <Grid container justifyContent="flex-end" spacing={3}>
-                     {isModal ? <QCancelButton onClickHandler={handleCancelClicked} disabled={false} label="Close" />
+                     {isModal ? <QCancelButton onClickHandler={() => handleCancelClicked(true)} disabled={false} label="Close" />
-                        : !isWidget && <QCancelButton onClickHandler={handleCancelClicked} disabled={false} />
+                        : !isWidget && <QCancelButton onClickHandler={() => handleCancelClicked(true)} disabled={false} />
                      }
                   </Grid>
                </Box>
@@ -455,14 +455,12 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
          });
       }
 
-      // todo not commit - not ready - need process (or screen) meta-data to have helpContents...
+      /////////////////////////////////////
-      /*
+      // screen(step)-level help content //
-      ///////////////////////////////
+      /////////////////////////////////////
-      // screen-level help content //
-      ///////////////////////////////
       let helpRoles = ["PROCESS_SCREEN", "ALL_SCREENS"];
-      const formattedHelpContent = <HelpContent helpContents={process.helpContents} roles={helpRoles} helpContentKey={`table:${tableName};section:${section.name}`} />;
+      const showHelp = helpHelpActive || hasHelpContent(step.helpContents, helpRoles);
-       */
+      const formattedHelpContent = <HelpContent helpContents={step.helpContents} roles={helpRoles} helpContentKey={`process:${processName};step:${step?.name}`} />;
 
       return (
          <>
@@ -479,13 +477,10 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
             }
 
             {
-               /*
+               showHelp &&
-               // todo not commit - not ready - need process (or screen) meta-data to have helpContents...
+               <Box fontSize={"0.875rem"} color={colors.blueGray.main} pb={2}>
-               formattedHelpContent &&
-               <Box px={"1.5rem"} fontSize={"0.875rem"} color={colors.blueGray.main}>
                   {formattedHelpContent}
                </Box>
-               */
             }
 
             {
@@ -1018,7 +1013,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
             }
          });
 
-         DynamicFormUtils.addPossibleValueProps(newDynamicFormFields, fullFieldList, tableMetaData.name, null, null);
+         DynamicFormUtils.addPossibleValueProps(newDynamicFormFields, fullFieldList, tableMetaData?.name, null, null);
 
          setFormFields(newDynamicFormFields);
          setValidationScheme(Yup.object().shape(newFormValidations));
@@ -1091,9 +1086,13 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                //////////////////////////////////
                for (let key in qJobComplete.values)
                {
+                  if (Object.hasOwn(formFields, key))
+                  {
+                     console.log(`(re)setting form field [${key}] to [${qJobComplete.values[key]}]`);
                      formikSetFieldValueFunction(key, qJobComplete.values[key]);
                   }
                }
+            }
 
             /////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
             // if the process step sent a new frontend-step-list, then refresh what we have in state (constructing new full model objects) //
@@ -1402,8 +1401,20 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
       });
    };
 
-   const handleCancelClicked = () =>
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   const handleCancelClicked = (isClose: boolean) =>
    {
+      //////////////////////////////////////////////////////////////////
+      // unless this is a 'close', then tell backend we're cancelling //
+      //////////////////////////////////////////////////////////////////
+      if (!isClose)
+      {
+         Client.getInstance().processCancel(processName, processUUID);
+      }
+
       if (isModal && closeModalHandler)
       {
          closeModalHandler(null, "cancelClicked");
@@ -1416,6 +1427,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
       navigate(path, {replace: true});
    };
 
+
    const mainCardStyles: any = {};
    const formStyles: any = {};
    mainCardStyles.minHeight = `calc(100vh - ${isModal ? 150 : 400}px)`;
@@ -1527,7 +1539,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                                     )}
                                     {
                                        noMoreSteps && <QCancelButton
-                                          onClickHandler={handleCancelClicked}
+                                          onClickHandler={() => handleCancelClicked(true)}
                                           label={isModal ? "Close" : "Return"}
                                           iconName={isModal ? "cancel" : "arrow_back"}
                                           disabled={isSubmitting} />
@@ -1538,7 +1550,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                                              <Grid container justifyContent="flex-end" spacing={3}>
                                                 {
                                                    !isWidget && (
-                                                      <QCancelButton onClickHandler={handleCancelClicked} disabled={isSubmitting} />
+                                                      <QCancelButton onClickHandler={() => handleCancelClicked(false)} disabled={isSubmitting} />
                                                    )
                                                 }
                                                 <QSubmitButton label={nextButtonLabel} iconName={nextButtonIcon} disabled={isSubmitting} />
@@ -1553,7 +1565,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                      </Box>
                   </Card>
                </Form>
-            )
+            );
          }}
       </Formik>
    );

src/qqq/pages/records/view/RecordView.tsx

@@ -535,7 +535,7 @@ function RecordView({table, record: overrideRecord, launchProcess}: Props): JSX.
 
          setPageHeader(record.recordLabel);
 
-         if (!launchingProcess)
+         if (!launchingProcess && !activeModalProcess)
          {
             try
             {

src/qqq/styles/qqq-override-styles.css

@@ -421,6 +421,14 @@ input[type="search"]::-webkit-search-results-decoration
    font-size: 2rem !important;
 }
 
+.dashboard-order-release-icon
+{
+   font-size: 1.5rem !important;
+   position: relative;
+   top: -5px;
+   margin-right: 8px;
+}
+
 .dashboard-schedule-icon
 {
    font-size: 1.1rem !important;
@@ -653,6 +661,11 @@ input[type="search"]::-webkit-search-results-decoration
    min-height: unset !important;
 }
 
+.MuiDataGrid-columnHeaders
+{
+   scrollbar-gutter: stable;
+}
+
 /* new style for toggle buttons */
 .MuiToggleButtonGroup-root
 {
@@ -708,3 +721,66 @@ input[type="search"]::-webkit-search-results-decoration
    color: white;
    background-color: #0062FF !important;
 }
+
+.helpContentAlert
+{
+   padding: 6px 16px;
+   font-size: 1rem;
+   font-weight: 300;
+   line-height: 1.6;
+   display: flex;
+}
+
+.helpContentAlert .MuiAlert-icon
+{
+   display: flex;
+   margin-right: 12px;
+   padding: 7px 0;
+   font-size: 22px;
+   opacity: 0.9;
+}
+
+.helpContentAlert .MuiAlert-icon .material-icons-round
+{
+   display: inline-block;
+   width: 1em;
+   height: 1em;
+}
+
+.helpContentAlert .MuiAlert-message
+{
+   padding: 8px 0;
+}
+
+.helpContentAlert.success
+{
+   background-color: rgb(240, 248, 241);
+   color: rgb(44, 76, 46);
+}
+
+.helpContentAlert.success .MuiAlert-icon .material-icons-round
+{
+   color: #4CAF50;
+}
+
+.helpContentAlert.warning
+{
+   background-color: rgb(254, 245, 234);
+   color: rgb(100, 65, 20);
+}
+
+.helpContentAlert.warning .MuiAlert-icon .material-icons-round
+{
+   color: #fb8c00;
+}
+
+.helpContentAlert.error
+{
+   background-color: rgb(254, 239, 238);
+   color: rgb(98, 41, 37);
+}
+
+.helpContentAlert.error .MuiAlert-icon .material-icons-round
+{
+   color: #F44335;
+}

src/test/resources/fixtures/metaData/index.json

@@ -822,7 +822,7 @@
       "reportSetupWidget": {
          "name": "reportSetupWidget",
          "label": "Filters and Columns",
-         "type": "reportSetup",
+         "type": "filterAndColumnsSetup",
          "isCard": true,
          "storeDropdownSelections": false,
          "showReloadButton": true,