Merge branch 'feature/CE-2261-packing-slip-template-config' into integration/sprint-59

Add support for defaultValuesForNewChildRecordsFromParentFields for C…

.circleci/config.yml

@@ -7,7 +7,7 @@ orbs:
 executors:
   java17:
     docker:
-      - image: 'cimg/openjdk:17.0'
+      - image: 'cimg/openjdk:17.0.9'
 
 commands:
   install_java17:
@@ -115,7 +115,7 @@ workflows:
           context: [ qqq-maven-registry-credentials, kingsrook-slack, build-qqq-sample-app ]
           filters:
             branches:
-              ignore: /main/
+              ignore: /(main|dev|integration.*)/
             tags:
               ignore: /(version|snapshot)-.*/
   deploy:
@@ -124,7 +124,7 @@ workflows:
           context: [ qqq-maven-registry-credentials, kingsrook-slack, build-qqq-sample-app ]
           filters:
             branches:
-              only: /main/
+              only: /(main|dev|integration.*)/
             tags:
               only: /(version|snapshot)-.*/
 

.eslintrc.json

@@ -28,8 +28,7 @@
    },
    "plugins": [
       "react",
-      "@typescript-eslint",
+      "@typescript-eslint"
-      "import"
    ],
    "rules": {
       "brace-style": [
@@ -43,41 +42,6 @@
             "SwitchCase": 1
          }
       ],
-      "import/extensions": [
-         "error",
-         "ignorePackages",
-         {
-            "ts": "never",
-            "tsx": "never",
-            "js": "never"
-         }
-      ],
-      "import/no-extraneous-dependencies": [
-         "error",
-         {
-            "devDependencies": true
-         }
-      ],
-      "import/order": [
-         "error",
-         {
-            "groups": [
-               "builtin", // Built-in imports (come from NodeJS native) go first
-               "external", // <- External imports
-               "internal", // <- Absolute imports
-               ["sibling", "parent"], // <- Relative imports, the sibling and parent types they can be mingled together
-               "index", // <- index imports
-               "unknown"
-            ],
-            "newlines-between": "never",
-            "alphabetize": {
-               /* sort in ascending order. Options: ["ignore", "asc", "desc"] */
-               "order": "asc",
-               /* ignore case. Options: [true, false] */
-               "caseInsensitive": true
-            }
-         }
-      ],
       "jsx-one-expression-per-line": "off",
       "max-len": "off",
       "no-console": "off",
@@ -114,15 +78,6 @@
       "quotes": [
          "error",
          "double"
-      ],
-      "sort-imports": [
-         "error",
-         {
-            "ignoreCase": false,
-            "ignoreDeclarationSort": true,
-            "ignoreMemberSort": true,
-            "allowSeparatedGroups": false
-         }
       ]
    },
    "settings": {

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

@@ -6,13 +6,14 @@
       "@auth0/auth0-react": "1.10.2",
       "@emotion/react": "11.7.1",
       "@emotion/styled": "11.6.0",
-      "@kingsrook/qqq-frontend-core": "1.0.87",
+      "@kingsrook/qqq-frontend-core": "1.0.114",
       "@mui/icons-material": "5.4.1",
       "@mui/material": "5.11.1",
       "@mui/styles": "5.11.1",
       "@mui/system": "5.11.1",
       "@mui/x-data-grid": "5.17.23",
       "@mui/x-data-grid-pro": "5.17.23",
+      "@mui/x-date-pickers": "7.1.1",
       "@mui/x-license-pro": "5.12.3",
       "@react-jvectormap/core": "1.0.1",
       "@react-jvectormap/unitedstates": "1.0.1",
@@ -26,6 +27,7 @@
       "chroma-js": "2.4.2",
       "cmdk": "0.2.0",
       "datejs": "1.0.0-rc3",
+      "dayjs": "1.11.10",
       "downshift": "3.2.10",
       "faker": "5.5.3",
       "form-data": "4.0.0",
@@ -39,7 +41,11 @@
       "react-ace": "10.1.0",
       "react-chartjs-2": "3.0.4",
       "react-cookie": "4.1.1",
+      "react-dnd": "16.0.1",
+      "react-dnd-html5-backend": "16.0.1",
       "react-dom": "18.0.0",
+      "react-dropzone": "14.3.5",
+      "react-ga4": "2.1.0",
       "react-github-btn": "1.2.1",
       "react-google-drive-picker": "^1.2.0",
       "react-markdown": "9.0.1",
@@ -54,7 +60,7 @@
       "build": "react-scripts build",
       "clean": "rm -rf node_modules package-lock.json lib",
       "eject": "react-scripts eject",
-      "clean-and-install": "rm -rf node_modules/ && rm -rf package-lock.json && rm -rf lib/ && npm install --legacy-peer-deps",
+      "clean-and-install": "rm -rf node_modules/ && rm -rf package-lock.json && rm -rf lib/ && npm install --legacy-peer-deps && npm dedupe --force",
       "npm-install": "npm install --legacy-peer-deps",
       "prepublishOnly": "tsc -p ./ --outDir lib/",
       "start": "BROWSER=none react-scripts --max-http-header-size=65535 start",

pom.xml

@@ -29,7 +29,7 @@
    <packaging>jar</packaging>
 
    <properties>
-      <revision>0.20.0-SNAPSHOT</revision>
+      <revision>0.24.0-SNAPSHOT</revision>
 
       <project.build.sourceEncoding>UTF-8</project.build.sourceEncoding>
       <project.reporting.outputEncoding>UTF-8</project.reporting.outputEncoding>
@@ -66,7 +66,7 @@
       <dependency>
          <groupId>com.kingsrook.qqq</groupId>
          <artifactId>qqq-backend-core</artifactId>
-         <version>feature-CE-876-develop-missing-widget-types-20240221.002945-1</version>
+         <version>0.21.0</version>
       </dependency>
       <dependency>
          <groupId>org.slf4j</groupId>
@@ -154,11 +154,11 @@
                   <versionTagPrefix>version-</versionTagPrefix>
                </gitFlowConfig>
                <skipFeatureVersion>true</skipFeatureVersion> <!-- Keep feature names out of versions -->
-               <postReleaseGoals>install</postReleaseGoals>  <!-- Let CI run deploys -->
                <commitDevelopmentVersionAtStart>true</commitDevelopmentVersionAtStart>
                <versionDigitToIncrement>1</versionDigitToIncrement> <!-- In general, we update the minor -->
                <versionProperty>revision</versionProperty>
                <skipUpdateVersion>true</skipUpdateVersion>
+               <skipTestProject>true</skipTestProject> <!-- we allow CI to do the tests -->
             </configuration>
          </plugin>
 

src/App.tsx

@@ -33,12 +33,8 @@ import CssBaseline from "@mui/material/CssBaseline";
 import Icon from "@mui/material/Icon";
 import {ThemeProvider} from "@mui/material/styles";
 import {LicenseInfo} from "@mui/x-license-pro";
-import jwt_decode from "jwt-decode";
-import React, {JSXElementConstructor, Key, ReactElement, useEffect, useState,} from "react";
-import {useCookies} from "react-cookie";
-import {Navigate, Route, Routes, useLocation, useSearchParams,} from "react-router-dom";
-import {Md5} from "ts-md5/dist/md5";
 import CommandMenu from "CommandMenu";
+import jwt_decode from "jwt-decode";
 import QContext from "QContext";
 import Sidenav from "qqq/components/horseshoe/sidenav/SideNav";
 import theme from "qqq/components/legacy/Theme";
@@ -53,8 +49,14 @@ import EntityEdit from "qqq/pages/records/edit/RecordEdit";
 import RecordQuery from "qqq/pages/records/query/RecordQuery";
 import RecordDeveloperView from "qqq/pages/records/view/RecordDeveloperView";
 import RecordView from "qqq/pages/records/view/RecordView";
+import RecordViewByUniqueKey from "qqq/pages/records/view/RecordViewByUniqueKey";
+import GoogleAnalyticsUtils, {AnalyticsModel} from "qqq/utils/GoogleAnalyticsUtils";
 import Client from "qqq/utils/qqq/Client";
 import ProcessUtils from "qqq/utils/qqq/ProcessUtils";
+import React, {JSXElementConstructor, Key, ReactElement, useEffect, useState,} from "react";
+import {useCookies} from "react-cookie";
+import {Navigate, Route, Routes, useLocation, useSearchParams,} from "react-router-dom";
+import {Md5} from "ts-md5/dist/md5";
 
 
 const qController = Client.getInstance();
@@ -79,7 +81,7 @@ export default function App()
    Client.setUnauthorizedCallback(() =>
    {
       logout();
-   })
+   });
 
    const shouldStoreNewToken = (newToken: string, oldToken: string): boolean =>
    {
@@ -104,7 +106,7 @@ export default function App()
          // if the old (local storage) token is expired, then we need to store the new one //
          ////////////////////////////////////////////////////////////////////////////////////
          const oldExp = oldJSON["exp"];
-         if(oldExp * 1000 < (new Date().getTime()))
+         if (oldExp * 1000 < (new Date().getTime()))
          {
             console.log("Access token in local storage was expired - so we should store a new one.");
             return (true);
@@ -114,21 +116,21 @@ export default function App()
          // remove the exp & iat values from what we compare - as they are always different from auth0 //
          // note, this is only deleting them from what we compare, not from what we'd store.           //
          ////////////////////////////////////////////////////////////////////////////////////////////////
-         delete newJSON["exp"]
+         delete newJSON["exp"];
-         delete newJSON["iat"]
+         delete newJSON["iat"];
-         delete oldJSON["exp"]
+         delete oldJSON["exp"];
-         delete oldJSON["iat"]
+         delete oldJSON["iat"];
 
          const different = JSON.stringify(newJSON) !== JSON.stringify(oldJSON);
-         if(different)
+         if (different)
          {
             console.log("Latest access token from auth0 has changed vs localStorage - so we should store a new one.");
          }
          return (different);
       }
-      catch(e)
+      catch (e)
       {
-         console.log("Caught in shouldStoreNewToken: " + e)
+         console.log("Caught in shouldStoreNewToken: " + e);
       }
 
       return (true);
@@ -160,7 +162,7 @@ export default function App()
                if (shouldStoreNewToken(accessToken, lsAccessToken))
                {
                   console.log("Sending accessToken to backend, requesting a sessionUUID...");
-                  const newSessionUuid = await qController.manageSession(accessToken, null);
+                  const {uuid: newSessionUuid, values} = await qController.manageSession(accessToken, null);
 
                   /////////////////////////////////////////////////////////////////////////////////////////////////////////////
                   // the request to the backend should send a header to set the cookie, so we don't need to do it ourselves. //
@@ -168,6 +170,7 @@ export default function App()
                   // setCookie(SESSION_UUID_COOKIE_NAME, newSessionUuid, {path: "/"});
 
                   localStorage.setItem("accessToken", accessToken);
+                  localStorage.setItem("sessionValues", JSON.stringify(values));
                   console.log("Got new sessionUUID from backend, and stored new accessToken");
                }
                else
@@ -185,7 +188,7 @@ export default function App()
             {
                console.log(`Error loading token: ${JSON.stringify(e)}`);
                qController.clearAuthenticationMetaDataLocalStorage();
-               localStorage.removeItem("accessToken")
+               localStorage.removeItem("accessToken");
                removeCookie(SESSION_UUID_COOKIE_NAME, {path: "/"});
                logout();
                return;
@@ -390,6 +393,13 @@ export default function App()
                   component: <RecordView table={table} />,
                });
 
+               routeList.push({
+                  name: `${app.label} View`,
+                  key: `${app.name}.view`,
+                  route: `${path}/key`,
+                  component: <RecordViewByUniqueKey table={table} />,
+               });
+
                routeList.push({
                   name: `${app.label}`,
                   key: `${app.name}.edit`,
@@ -550,7 +560,7 @@ export default function App()
                });
             }
 
-            const pathToLabelMap: {[path: string]: string} = {}
+            const pathToLabelMap: { [path: string]: string } = {};
             for (let i = 0; i < appRoutesList.length; i++)
             {
                const route = appRoutesList[i];
@@ -575,11 +585,11 @@ export default function App()
             console.error(e);
             if (e instanceof QException)
             {
-               if ((e as QException).status === "401")
+               if ((e as QException).status === 401)
                {
                   console.log("Exception is a QException with status = 401.  Clearing some of localStorage & cookies");
                   qController.clearAuthenticationMetaDataLocalStorage();
-                  localStorage.removeItem("accessToken")
+                  localStorage.removeItem("accessToken");
                   removeCookie(SESSION_UUID_COOKIE_NAME, {path: "/"});
 
                   //////////////////////////////////////////////////////
@@ -656,12 +666,30 @@ export default function App()
 
    const [pageHeader, setPageHeader] = useState("" as string | JSX.Element);
    const [accentColor, setAccentColor] = useState("#0062FF");
-   const [accentColorLight, setAccentColorLight] = useState("#C0D6F7")
+   const [accentColorLight, setAccentColorLight] = useState("#C0D6F7");
    const [tableMetaData, setTableMetaData] = useState(null);
    const [tableProcesses, setTableProcesses] = useState(null);
    const [dotMenuOpen, setDotMenuOpen] = useState(false);
    const [keyboardHelpOpen, setKeyboardHelpOpen] = useState(false);
    const [helpHelpActive] = useState(queryParams.has("helpHelp"));
+   const [userId, setUserId] = useState(user?.email);
+
+   useEffect(() =>
+   {
+      setUserId(user?.email)
+   }, [user]);
+
+   
+   const [googleAnalyticsUtils] = useState(new GoogleAnalyticsUtils());
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function recordAnalytics(model: AnalyticsModel)
+   {
+      googleAnalyticsUtils.recordAnalytics(model)
+   }
+
 
    return (
 
@@ -675,6 +703,7 @@ export default function App()
             dotMenuOpen: dotMenuOpen,
             keyboardHelpOpen: keyboardHelpOpen,
             helpHelpActive: helpHelpActive,
+            userId: userId,
             setPageHeader: (header: string | JSX.Element) => setPageHeader(header),
             setAccentColor: (accentColor: string) => setAccentColor(accentColor),
             setAccentColorLight: (accentColorLight: string) => setAccentColorLight(accentColorLight),
@@ -682,6 +711,7 @@ export default function App()
             setTableProcesses: (tableProcesses: QProcessMetaData[]) => setTableProcesses(tableProcesses),
             setDotMenuOpen: (dotMenuOpent: boolean) => setDotMenuOpen(dotMenuOpent),
             setKeyboardHelpOpen: (keyboardHelpOpen: boolean) => setKeyboardHelpOpen(keyboardHelpOpen),
+            recordAnalytics: recordAnalytics,
             pathToLabelMap: pathToLabelMap,
             branding: branding
          }}>
@@ -707,4 +737,4 @@ export default function App()
          </QContext.Provider>
       )
    );
-}
+}

src/CommandMenu.tsx

@@ -62,16 +62,21 @@ const useStyles = makeStyles((theme: any) => ({
    }
 }));
 
+const A_FIRST = -1;
+const B_FIRST = 1;
+
 const CommandMenu = ({metaData}: Props) =>
 {
+   const [searchString, setSearchString] = useState("");
+
    const navigate = useNavigate();
    const pathParts = location.pathname.replace(/\/+$/, "").split("/");
 
-   const {accentColor, tableMetaData, dotMenuOpen, setDotMenuOpen, keyboardHelpOpen, setKeyboardHelpOpen, setTableMetaData, tableProcesses} = useContext(QContext);
+   const {accentColor, tableMetaData, dotMenuOpen, setDotMenuOpen, keyboardHelpOpen, setKeyboardHelpOpen, setTableMetaData, tableProcesses, recordAnalytics} = useContext(QContext);
 
    const classes = useStyles();
 
-   function evalueKeyPress(e: KeyboardEvent)
+   function evaluateKeyPress(e: KeyboardEvent)
    {
       ///////////////////////////////////////////////////////////////////////////
       // if a dot pressed, not from a "text" element, then toggle command menu //
@@ -82,6 +87,7 @@ const CommandMenu = ({metaData}: Props) =>
          if (e.key === "." && !keyboardHelpOpen)
          {
             e.preventDefault();
+            recordAnalytics({category: "globalEvents", action: "dotMenuKeyboardShortcut"});
             setDotMenuOpen(true);
          }
          else if (e.key === "?" && !dotMenuOpen)
@@ -107,20 +113,20 @@ const CommandMenu = ({metaData}: Props) =>
 
       const down = (e: KeyboardEvent) =>
       {
-         evalueKeyPress(e);
+         evaluateKeyPress(e);
-      }
+      };
 
-      document.addEventListener("keydown", down)
+      document.addEventListener("keydown", down);
       return () =>
       {
-         document.removeEventListener("keydown", down)
+         document.removeEventListener("keydown", down);
-      }
+      };
-   }, [tableMetaData, dotMenuOpen, keyboardHelpOpen])
+   }, [tableMetaData, dotMenuOpen, keyboardHelpOpen]);
 
    useEffect(() =>
    {
       setDotMenuOpen(false);
-   }, [location.pathname])
+   }, [location.pathname]);
 
    function goToItem(path: string)
    {
@@ -162,69 +168,117 @@ const CommandMenu = ({metaData}: Props) =>
       return (null);
    }
 
+
+   /*******************************************************************************
+    ** sort a section (e.g, tables, apps).
+    **
+    ** put labels that start-with the search word first.
+    *******************************************************************************/
+   function comparator(labelA: string, labelB: string)
+   {
+      if (searchString != "")
+      {
+         let aStartsWith = labelA.toLowerCase().startsWith(searchString.toLowerCase());
+         let bStartsWith = labelB.toLowerCase().startsWith(searchString.toLowerCase());
+
+         if (aStartsWith && !bStartsWith)
+         {
+            return A_FIRST;
+         }
+         else if (bStartsWith && !aStartsWith)
+         {
+            return B_FIRST;
+         }
+
+         const indexOfSpace = searchString.indexOf(" ");
+         if (indexOfSpace > 0)
+         {
+            aStartsWith = labelA.toLowerCase().startsWith(searchString.substring(0, indexOfSpace).toLowerCase());
+            bStartsWith = labelB.toLowerCase().startsWith(searchString.substring(0, indexOfSpace).toLowerCase());
+
+            if (aStartsWith && !bStartsWith)
+            {
+               return A_FIRST;
+            }
+            else if (bStartsWith && !aStartsWith)
+            {
+               return B_FIRST;
+            }
+         }
+      }
+
+      return (labelA.localeCompare(labelB));
+   }
+
+
    /*******************************************************************************
     **
     *******************************************************************************/
    function ActionsSection()
    {
-      let tableNames : string[]= [];
+      let tableNames: string[] = [];
       metaData.tables.forEach((value: QTableMetaData, key: string) =>
       {
          tableNames.push(value.name);
-      })
+      });
-      tableNames = tableNames.sort((a: string, b:string) =>
+      tableNames = tableNames.sort((a: string, b: string) =>
       {
-         return (metaData.tables.get(a).label.localeCompare(metaData.tables.get(b).label));
+         const labelA = metaData.tables.get(a).label ?? "";
-      })
+         const labelB = metaData.tables.get(b).label ?? "";
+         return comparator(labelA, labelB);
+      });
 
       const path = location.pathname;
-      return tableMetaData && !path.endsWith("/edit") && !path.endsWith("/create") && !path.endsWith("#audit") && ! path.endsWith("copy") &&
+      return tableMetaData && !path.endsWith("/edit") && !path.endsWith("/create") && !path.endsWith("#audit") && !path.endsWith("copy") &&
          (
             <Command.Group heading={`${tableMetaData.label} Actions`}>
                {
                   tableMetaData.capabilities.has(Capability.TABLE_INSERT) && tableMetaData.insertPermission &&
-               <Command.Item onSelect={() => goToItem(`${pathParts.slice(0, -1).join("/")}/create`)} key={`${tableMetaData.label}-new`} value="New"><Icon sx={{color: accentColor}}>add</Icon>New</Command.Item>
+                  <Command.Item onSelect={() => goToItem(`${pathParts.slice(0, -1).join("/")}/create`)} key={`${tableMetaData.label}-new`} value="New"><Icon sx={{color: accentColor}}>add</Icon>New</Command.Item>
                }
                {
                   tableMetaData.capabilities.has(Capability.TABLE_INSERT) && tableMetaData.insertPermission &&
-               <Command.Item onSelect={() => goToItem(`${pathParts.join("/")}/copy`)} key={`${tableMetaData.label}-copy`} value="Copy"><Icon sx={{color: accentColor}}>copy</Icon>Copy</Command.Item>
+                  <Command.Item onSelect={() => goToItem(`${pathParts.join("/")}/copy`)} key={`${tableMetaData.label}-copy`} value="Copy"><Icon sx={{color: accentColor}}>copy</Icon>Copy</Command.Item>
                }
                {
                   tableMetaData.capabilities.has(Capability.TABLE_UPDATE) && tableMetaData.editPermission &&
-               <Command.Item onSelect={() => goToItem(`${pathParts.join("/")}/edit`)} key={`${tableMetaData.label}-edit`} value="Edit"><Icon sx={{color: accentColor}}>edit</Icon>Edit</Command.Item>
+                  <Command.Item onSelect={() => goToItem(`${pathParts.join("/")}/edit`)} key={`${tableMetaData.label}-edit`} value="Edit"><Icon sx={{color: accentColor}}>edit</Icon>Edit</Command.Item>
                }
                {
                   metaData && metaData.tables.has("audit") &&
-               <Command.Item onSelect={() => goToItem(`${pathParts.join("/")}#audit`)} key={`${tableMetaData.label}-audit`} value="Audit"><Icon sx={{color: accentColor}}>checklist</Icon>Audit</Command.Item>
+                  <Command.Item onSelect={() => goToItem(`${pathParts.join("/")}#audit`)} key={`${tableMetaData.label}-audit`} value="Audit"><Icon sx={{color: accentColor}}>checklist</Icon>Audit</Command.Item>
                }
                {
                   tableProcesses && tableProcesses.length > 0 &&
-               (
+                  (
-                  tableProcesses.map((process) => (
+                     tableProcesses.map((process) => (
-                     <Command.Item onSelect={() => goToItem(`${pathParts.join("/")}/${process.name}`)} key={`${process.name}`} value={`${process.label}`}><Icon sx={{color: accentColor}}>{getIconName(process.iconName, "play_arrow")}</Icon>{process.label}</Command.Item>
+                        <Command.Item onSelect={() => goToItem(`${pathParts.join("/")}/${process.name}`)} key={`${process.name}`} value={`${process.label}`}><Icon sx={{color: accentColor}}>{getIconName(process.iconName, "play_arrow")}</Icon>{process.label}</Command.Item>
-                  ))
+                     ))
-               )
+                  )
                }
                <Command.Separator />
             </Command.Group>
          );
    }
 
+
    /*******************************************************************************
     **
     *******************************************************************************/
    function TablesSection()
    {
-      let tableNames : string[]= [];
+      let tableNames: string[] = [];
       metaData.tables.forEach((value: QTableMetaData, key: string) =>
       {
          tableNames.push(value.name);
-      })
+      });
-      tableNames = tableNames.sort((a: string, b:string) =>
+      tableNames = tableNames.sort((a: string, b: string) =>
       {
-         return (metaData.tables.get(a).label.localeCompare(metaData.tables.get(b).label));
+         const labelA = metaData.tables.get(a).label ?? "";
-      })
+         const labelB = metaData.tables.get(b).label ?? "";
-      return(
+         return comparator(labelA, labelB);
+      });
+      return (
          <Command.Group heading="Tables">
             {
                tableNames.map((tableName: string, index: number) =>
@@ -239,6 +293,7 @@ const CommandMenu = ({metaData}: Props) =>
       );
    }
 
+
    /*******************************************************************************
     **
     *******************************************************************************/
@@ -248,14 +303,16 @@ const CommandMenu = ({metaData}: Props) =>
       metaData.apps.forEach((value: QAppMetaData, key: string) =>
       {
          appNames.push(value.name);
-      })
+      });
 
-      appNames = appNames.sort((a: string, b:string) =>
+      appNames = appNames.sort((a: string, b: string) =>
       {
-         return (getFullAppLabel(metaData.appTree, a, 1, "").localeCompare(getFullAppLabel(metaData.appTree, b, 1, "")));
+         const labelA = getFullAppLabel(metaData.appTree, a, 1, "") ?? "";
-      })
+         const labelB = getFullAppLabel(metaData.appTree, b, 1, "") ?? "";
+         return comparator(labelA, labelB);
+      });
 
-      return(
+      return (
          <Command.Group heading="Apps">
             {
                appNames.map((appName: string, index: number) =>
@@ -270,31 +327,37 @@ const CommandMenu = ({metaData}: Props) =>
       );
    }
 
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
    function RecentlyViewedSection()
    {
       const history = HistoryUtils.get();
       const options = [] as any;
       history.entries.reverse().forEach((entry, index) =>
          options.push({label: `${entry.label} index`, id: index, key: index, path: entry.path, iconName: entry.iconName})
-      )
+      );
 
       let appNames: string[] = [];
       metaData.apps.forEach((value: QAppMetaData, key: string) =>
       {
          appNames.push(value.name);
-      })
+      });
 
-      appNames = appNames.sort((a: string, b:string) =>
+      appNames = appNames.sort((a: string, b: string) =>
       {
-         return (metaData.apps.get(a).label.localeCompare(metaData.apps.get(b).label));
+         const labelA = metaData.apps.get(a).label ?? "";
-      })
+         const labelB = metaData.apps.get(b).label ?? "";
+         return comparator(labelA, labelB);
+      });
 
       const entryMap = new Map<string, boolean>();
-      return(
+      return (
          <Command.Group heading="Recently Viewed Records">
             {
                history.entries.reverse().map((entry: QHistoryEntry, index: number) =>
-                  ! entryMap.has(entry.label) && entryMap.set(entry.label, true) && (
+                  !entryMap.has(entry.label) && entryMap.set(entry.label, true) && (
                      <Command.Item onSelect={() => goToItem(`${entry.path}`)} key={`${entry.label}-${index}`} value={entry.label}><Icon sx={{color: accentColor}}>{entry.iconName}</Icon>{entry.label}</Command.Item>
                   )
                )
@@ -303,29 +366,101 @@ const CommandMenu = ({metaData}: Props) =>
       );
    }
 
-   const containerElement = useRef(null)
+   const containerElement = useRef(null);
 
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
    function closeKeyboardHelp()
    {
       setKeyboardHelpOpen(false);
    }
 
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
    function closeDotMenu()
    {
       setDotMenuOpen(false);
    }
 
+
+   /*******************************************************************************
+    ** filter function for cmd-k library
+    **
+    *******************************************************************************/
+   function doFilter(value: string, search: string)
+   {
+      setSearchString(search);
+
+      /////////////////////
+      // split on spaces //
+      /////////////////////
+      const searchParts = search.toLowerCase().split(" ");
+      if (searchParts.length == 1)
+      {
+         //////////////////////////////////////////////
+         // if only 1 word, just do an includes test //
+         //////////////////////////////////////////////
+         return (value.toLowerCase().includes(search.toLowerCase()) ? 1 : 0);
+      }
+      else
+      {
+         ////////////////////////////////////////
+         // else split the value on spaces too //
+         ////////////////////////////////////////
+         const valueParts = value.toLowerCase().split(" ");
+         if (searchParts.length > valueParts.length)
+         {
+            //////////////////////////////////////////////////////////////////////////////////
+            // if there are more words in the search than in the value, then it can't match //
+            // e.g. "order c" can't ever match, say "order"                                 //
+            //////////////////////////////////////////////////////////////////////////////////
+            return (0);
+         }
+
+         /////////////////////////////////////////////////////////////////////////////////////////////////////////////
+         // iterate over the search parts - if any don't match the corresponding value parts, then it's a non-match //
+         /////////////////////////////////////////////////////////////////////////////////////////////////////////////
+         let valueIndex = 0;
+         for (let i = 0; i < searchParts.length; i++)
+         {
+            let foundMatch = false;
+            for (; valueIndex < valueParts.length; valueIndex++)
+            {
+               if (valueParts[valueIndex].includes(searchParts[i]))
+               {
+                  foundMatch = true;
+                  break;
+               }
+            }
+
+            if (!foundMatch)
+            {
+               return (0);
+            }
+         }
+
+         /////////////////////////////////
+         // if no failure, return a hit //
+         /////////////////////////////////
+         return (1);
+      }
+   }
+
    return (
       <React.Fragment>
          <Box ref={containerElement} className="raycast" sx={{position: "relative", zIndex: 10_000}}>
             {
                <Dialog open={dotMenuOpen} onClose={closeDotMenu}>
-                  <Command.Dialog open={dotMenuOpen} onOpenChange={setDotMenuOpen} container={containerElement.current} label="Test Global Command Menu">
+                  <Command.Dialog open={dotMenuOpen} onOpenChange={setDotMenuOpen} container={containerElement.current} filter={(value, search) => doFilter(value, search)}>
                      <Box sx={{display: "flex"}}>
-                        <Command.Input placeholder="Search for Tables, Actions, or Recently Viewed Items..."/>
+                        <Command.Input placeholder="Search for Tables, Actions, or Recently Viewed Items..." />
                         <Button onClick={closeDotMenu}><Icon>close</Icon></Button>
                      </Box>
-                     <Command.Loading  />
+                     <Command.Loading />
                      <Command.Separator />
                      <Command.List>
                         <Command.Empty>No results found.</Command.Empty>
@@ -373,6 +508,6 @@ const CommandMenu = ({metaData}: Props) =>
             </Dialog>
          }
       </React.Fragment>
-   )
+   );
-}
+};
 export default CommandMenu;

src/QContext.tsx

@@ -22,6 +22,7 @@
 import {QBrandingMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QBrandingMetaData";
 import {QProcessMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QProcessMetaData";
 import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
+import {AnalyticsModel} from "qqq/utils/GoogleAnalyticsUtils";
 import {createContext} from "react";
 
 interface QContext
@@ -47,12 +48,18 @@ interface QContext
    tableProcesses?: QProcessMetaData[];
    setTableProcesses?: (tableProcesses: QProcessMetaData[]) => void;
 
+   ///////////////////////////////////////////
+   // function to record an analytics event //
+   ///////////////////////////////////////////
+   recordAnalytics?: (model: AnalyticsModel) => void;
+
    ///////////////////////////////////
    // constants - no setters needed //
    ///////////////////////////////////
    pathToLabelMap?: {[path: string]: string};
    branding?: QBrandingMetaData;
    helpHelpActive?: boolean;
+   userId?: string;
 }
 
 const defaultState = {

src/main/java/com/kingsrook/qqq/frontend/materialdashboard/model/metadata/MaterialDashboardAppMetaData.java

@@ -22,7 +22,9 @@
 package com.kingsrook.qqq.frontend.materialdashboard.model.metadata;
 
 
+import com.kingsrook.qqq.backend.core.model.metadata.layout.QAppMetaData;
 import com.kingsrook.qqq.backend.core.model.metadata.layout.QSupplementalAppMetaData;
+import com.kingsrook.qqq.backend.core.utils.CollectionUtils;
 
 
 /*******************************************************************************
@@ -30,7 +32,39 @@ import com.kingsrook.qqq.backend.core.model.metadata.layout.QSupplementalAppMeta
  *******************************************************************************/
 public class MaterialDashboardAppMetaData extends QSupplementalAppMetaData
 {
+   public static final String TYPE_NAME = "materialDashboard";
+
    private Boolean showAppLabelOnHomeScreen = true;
+   private Boolean includeTableCountsOnHomeScreen = true;
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public static MaterialDashboardAppMetaData of(QAppMetaData app)
+   {
+      return ((MaterialDashboardAppMetaData) CollectionUtils.nonNullMap(app.getSupplementalMetaData()).get(TYPE_NAME));
+   }
+
+
+
+   /*******************************************************************************
+    ** either get the supplemental meta dat attached to an app - or create a new one
+    ** and attach it to the app, and return that.
+    *******************************************************************************/
+   public static MaterialDashboardAppMetaData ofOrWithNew(QAppMetaData app)
+   {
+      MaterialDashboardAppMetaData materialDashboardAppMetaData = of(app);
+
+      if(materialDashboardAppMetaData == null)
+      {
+         materialDashboardAppMetaData = new MaterialDashboardAppMetaData();
+         app.withSupplementalMetaData(materialDashboardAppMetaData);
+      }
+
+      return (materialDashboardAppMetaData);
+   }
 
 
 
@@ -51,7 +85,7 @@ public class MaterialDashboardAppMetaData extends QSupplementalAppMetaData
    @Override
    public String getType()
    {
-      return ("materialDashboard");
+      return TYPE_NAME;
    }
 
 
@@ -85,4 +119,35 @@ public class MaterialDashboardAppMetaData extends QSupplementalAppMetaData
       return (this);
    }
 
+
+
+   /*******************************************************************************
+    ** Getter for includeTableCountsOnHomeScreen
+    *******************************************************************************/
+   public Boolean getIncludeTableCountsOnHomeScreen()
+   {
+      return (this.includeTableCountsOnHomeScreen);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for includeTableCountsOnHomeScreen
+    *******************************************************************************/
+   public void setIncludeTableCountsOnHomeScreen(Boolean includeTableCountsOnHomeScreen)
+   {
+      this.includeTableCountsOnHomeScreen = includeTableCountsOnHomeScreen;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for includeTableCountsOnHomeScreen
+    *******************************************************************************/
+   public MaterialDashboardAppMetaData withIncludeTableCountsOnHomeScreen(Boolean includeTableCountsOnHomeScreen)
+   {
+      this.includeTableCountsOnHomeScreen = includeTableCountsOnHomeScreen;
+      return (this);
+   }
+
 }

src/main/java/com/kingsrook/qqq/frontend/materialdashboard/model/metadata/MaterialDashboardTableMetaData.java

@@ -22,6 +22,7 @@
 package com.kingsrook.qqq.frontend.materialdashboard.model.metadata;
 
 
+import java.util.ArrayList;
 import java.util.HashSet;
 import java.util.List;
 import java.util.Set;
@@ -30,6 +31,8 @@ import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
 import com.kingsrook.qqq.backend.core.model.metadata.tables.QSupplementalTableMetaData;
 import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
 import com.kingsrook.qqq.backend.core.utils.CollectionUtils;
+import com.kingsrook.qqq.backend.core.utils.StringUtils;
+import com.kingsrook.qqq.frontend.materialdashboard.model.metadata.fieldrules.FieldRule;
 
 
 /*******************************************************************************
@@ -37,8 +40,11 @@ import com.kingsrook.qqq.backend.core.utils.CollectionUtils;
  *******************************************************************************/
 public class MaterialDashboardTableMetaData extends QSupplementalTableMetaData
 {
+   public static final String TYPE = "materialDashboard";
+
    private List<List<String>> gotoFieldNames;
-   private List<String> defaultQuickFilterFieldNames;
+   private List<String>       defaultQuickFilterFieldNames;
+   private List<FieldRule>    fieldRules;
 
 
    /*******************************************************************************
@@ -58,10 +64,25 @@ public class MaterialDashboardTableMetaData extends QSupplementalTableMetaData
    @Override
    public String getType()
    {
-      return ("materialDashboard");
+      return (TYPE);
    }
 
 
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public static MaterialDashboardTableMetaData ofOrWithNew(QTableMetaData table)
+   {
+      MaterialDashboardTableMetaData supplementalMetaData = (MaterialDashboardTableMetaData) table.getSupplementalMetaData(TYPE);
+      if(supplementalMetaData == null)
+      {
+         supplementalMetaData = new MaterialDashboardTableMetaData();
+         table.withSupplementalMetaData(supplementalMetaData);
+      }
+
+      return (supplementalMetaData);
+   }
+
 
    /*******************************************************************************
     ** Getter for gotoFieldNames
@@ -110,6 +131,41 @@ public class MaterialDashboardTableMetaData extends QSupplementalTableMetaData
          validateListOfFieldNames(tableMetaData, gotoFieldNameSubList, qInstanceValidator, prefix + "gotoFieldNames: ");
       }
       validateListOfFieldNames(tableMetaData, defaultQuickFilterFieldNames, qInstanceValidator, prefix + "defaultQuickFilterFieldNames: ");
+
+      for(FieldRule fieldRule : CollectionUtils.nonNullList(fieldRules))
+      {
+         validateFieldRule(qInstance, tableMetaData, qInstanceValidator, fieldRule, prefix);
+      }
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   static void validateFieldRule(QInstance qInstance, QTableMetaData tableMetaData, QInstanceValidator qInstanceValidator, FieldRule fieldRule, String prefix)
+   {
+      qInstanceValidator.assertCondition(fieldRule.getTrigger() != null, prefix + "has a fieldRule without a trigger");
+      qInstanceValidator.assertCondition(fieldRule.getAction() != null, prefix + "has a fieldRule without an action");
+
+      if(qInstanceValidator.assertCondition(StringUtils.hasContent(fieldRule.getSourceField()), prefix + "has a fieldRule without a sourceField"))
+      {
+         qInstanceValidator.assertNoException(() -> tableMetaData.getField(fieldRule.getSourceField()), prefix + "has a fieldRule with an unrecognized sourceField: " + fieldRule.getSourceField());
+      }
+
+      if(StringUtils.hasContent(fieldRule.getTargetField()))
+      {
+         qInstanceValidator.assertNoException(() -> tableMetaData.getField(fieldRule.getTargetField()), prefix + "has a fieldRule with an unrecognized targetField: " + fieldRule.getTargetField());
+      }
+
+      if(StringUtils.hasContent(fieldRule.getTargetWidget()))
+      {
+         if(qInstanceValidator.assertCondition(qInstance.getWidget(fieldRule.getTargetWidget()) != null, prefix + "has a widgetRule with an unrecognized targetWidget: " + fieldRule.getTargetWidget()))
+         {
+            qInstanceValidator.assertCondition(CollectionUtils.nonNullList(tableMetaData.getSections()).stream().anyMatch(s -> fieldRule.getTargetWidget().equals(s.getWidgetName())),
+               prefix + "has a widgetRule with a targetWidget which is not used in any sections on the table");
+         }
+      }
    }
 
 
@@ -124,7 +180,7 @@ public class MaterialDashboardTableMetaData extends QSupplementalTableMetaData
       {
          if(qInstanceValidator.assertNoException(() -> tableMetaData.getField(fieldName), prefix + " unrecognized field name: " + fieldName))
          {
-            qInstanceValidator.assertCondition(!usedNames.contains(fieldName), prefix + " has a duplicated field name: " + fieldName);
+            qInstanceValidator.assertCondition(!usedNames.contains(fieldName), prefix + "has a duplicated field name: " + fieldName);
             usedNames.add(fieldName);
          }
       }
@@ -161,4 +217,51 @@ public class MaterialDashboardTableMetaData extends QSupplementalTableMetaData
       return (this);
    }
 
+
+   /*******************************************************************************
+    ** Getter for fieldRules
+    *******************************************************************************/
+   public List<FieldRule> getFieldRules()
+   {
+      return (this.fieldRules);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for fieldRules
+    *******************************************************************************/
+   public void setFieldRules(List<FieldRule> fieldRules)
+   {
+      this.fieldRules = fieldRules;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for fieldRules
+    *******************************************************************************/
+   public MaterialDashboardTableMetaData withFieldRules(List<FieldRule> fieldRules)
+   {
+      this.fieldRules = fieldRules;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for fieldRules
+    *******************************************************************************/
+   public MaterialDashboardTableMetaData withFieldRule(FieldRule fieldRule)
+   {
+      if(this.fieldRules == null)
+      {
+         this.fieldRules = new ArrayList<>();
+      }
+
+      this.fieldRules.add(fieldRule);
+
+      return (this);
+   }
+
 }

src/main/java/com/kingsrook/qqq/frontend/materialdashboard/model/metadata/fieldrules/FieldRule.java

@@ -0,0 +1,198 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+package com.kingsrook.qqq.frontend.materialdashboard.model.metadata.fieldrules;
+
+
+import java.io.Serializable;
+
+
+/*******************************************************************************
+ ** definition of rules for how UI fields should behave.
+ **
+ ** e.g., one field being changed causing different things to be needed in another
+ ** field.
+ *******************************************************************************/
+public class FieldRule implements Serializable
+{
+   private FieldRuleTrigger trigger;
+   private String           sourceField;
+   private FieldRuleAction  action;
+   private String           targetField;
+
+   private String targetWidget;
+
+
+
+   /*******************************************************************************
+    ** Getter for trigger
+    *******************************************************************************/
+   public FieldRuleTrigger getTrigger()
+   {
+      return (this.trigger);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for trigger
+    *******************************************************************************/
+   public void setTrigger(FieldRuleTrigger trigger)
+   {
+      this.trigger = trigger;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for trigger
+    *******************************************************************************/
+   public FieldRule withTrigger(FieldRuleTrigger trigger)
+   {
+      this.trigger = trigger;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for sourceField
+    *******************************************************************************/
+   public String getSourceField()
+   {
+      return (this.sourceField);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for sourceField
+    *******************************************************************************/
+   public void setSourceField(String sourceField)
+   {
+      this.sourceField = sourceField;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for sourceField
+    *******************************************************************************/
+   public FieldRule withSourceField(String sourceField)
+   {
+      this.sourceField = sourceField;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for action
+    *******************************************************************************/
+   public FieldRuleAction getAction()
+   {
+      return (this.action);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for action
+    *******************************************************************************/
+   public void setAction(FieldRuleAction action)
+   {
+      this.action = action;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for action
+    *******************************************************************************/
+   public FieldRule withAction(FieldRuleAction action)
+   {
+      this.action = action;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for targetField
+    *******************************************************************************/
+   public String getTargetField()
+   {
+      return (this.targetField);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for targetField
+    *******************************************************************************/
+   public void setTargetField(String targetField)
+   {
+      this.targetField = targetField;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for targetField
+    *******************************************************************************/
+   public FieldRule withTargetField(String targetField)
+   {
+      this.targetField = targetField;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for targetWidget
+    *******************************************************************************/
+   public String getTargetWidget()
+   {
+      return (this.targetWidget);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for targetWidget
+    *******************************************************************************/
+   public void setTargetWidget(String targetWidget)
+   {
+      this.targetWidget = targetWidget;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for targetWidget
+    *******************************************************************************/
+   public FieldRule withTargetWidget(String targetWidget)
+   {
+      this.targetWidget = targetWidget;
+      return (this);
+   }
+
+}

src/main/java/com/kingsrook/qqq/frontend/materialdashboard/model/metadata/fieldrules/FieldRuleAction.java

@@ -0,0 +1,32 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+package com.kingsrook.qqq.frontend.materialdashboard.model.metadata.fieldrules;
+
+
+/*******************************************************************************
+ ** possible actions associated with field rules
+ *******************************************************************************/
+public enum FieldRuleAction
+{
+   CLEAR_TARGET_FIELD,
+   RELOAD_WIDGET
+}

src/main/java/com/kingsrook/qqq/frontend/materialdashboard/model/metadata/fieldrules/FieldRuleTrigger.java

@@ -0,0 +1,31 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+package com.kingsrook.qqq.frontend.materialdashboard.model.metadata.fieldrules;
+
+
+/*******************************************************************************
+ ** possible triggers associated with field rules
+ *******************************************************************************/
+public enum FieldRuleTrigger
+{
+   ON_CHANGE
+}

src/main/java/com/kingsrook/qqq/frontend/materialdashboard/savedreports/SavedReportTableFrontendMaterialDashboardEnricher.java

@@ -0,0 +1,59 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+package com.kingsrook.qqq.frontend.materialdashboard.savedreports;
+
+
+import java.util.List;
+import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
+import com.kingsrook.qqq.frontend.materialdashboard.model.metadata.MaterialDashboardTableMetaData;
+import com.kingsrook.qqq.frontend.materialdashboard.model.metadata.fieldrules.FieldRule;
+import com.kingsrook.qqq.frontend.materialdashboard.model.metadata.fieldrules.FieldRuleAction;
+import com.kingsrook.qqq.frontend.materialdashboard.model.metadata.fieldrules.FieldRuleTrigger;
+
+
+/*******************************************************************************
+ ** Add frontend material dashboard enhacements to saved report table
+ *******************************************************************************/
+public class SavedReportTableFrontendMaterialDashboardEnricher
+{
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public static void enrich(QTableMetaData tableMetaData)
+   {
+      MaterialDashboardTableMetaData materialDashboardTableMetaData = MaterialDashboardTableMetaData.ofOrWithNew(tableMetaData);
+
+      /////////////////////////////////////////////////////////////////////////
+      // make changes to the tableName field clear the value in these fields //
+      /////////////////////////////////////////////////////////////////////////
+      for(String targetField : List.of("queryFilterJson", "columnsJson", "pivotTableJson"))
+      {
+         materialDashboardTableMetaData.withFieldRule(new FieldRule()
+            .withSourceField("tableName")
+            .withTrigger(FieldRuleTrigger.ON_CHANGE)
+            .withAction(FieldRuleAction.CLEAR_TARGET_FIELD)
+            .withTargetField(targetField));
+      }
+   }
+
+}

src/qqq/components/audits/AuditBody.tsx

@@ -34,10 +34,10 @@ import ToggleButton from "@mui/material/ToggleButton";
 import ToggleButtonGroup from "@mui/material/ToggleButtonGroup";
 import Tooltip from "@mui/material/Tooltip";
 import Typography from "@mui/material/Typography";
-import React, {JSXElementConstructor, useContext, useEffect, useState} from "react";
 import QContext from "QContext";
 import Client from "qqq/utils/qqq/Client";
 import ValueUtils from "qqq/utils/qqq/ValueUtils";
+import React, {useContext, useEffect, useState} from "react";
 
 interface Props
 {
@@ -58,19 +58,19 @@ function AuditBody({tableMetaData, recordId, record}: Props): JSX.Element
    const [limit, setLimit] = useState(1000);
    const [statusString, setStatusString] = useState("Loading audits...");
    const [auditsByDate, setAuditsByDate] = useState([] as QRecord[][]);
-   const [auditDetailMap, setAuditDetailMap] = useState(null as Map<number, JSX.Element[]>)
+   const [auditDetailMap, setAuditDetailMap] = useState(null as Map<number, JSX.Element[]>);
-   const [fieldChangeMap, setFieldChangeMap] = useState(null as Map<number, JSX.Element>)
+   const [fieldChangeMap, setFieldChangeMap] = useState(null as Map<number, JSX.Element>);
    const [sortDirection, setSortDirection] = useState(localStorage.getItem("audit.sortDirection") === "true");
    const {accentColor} = useContext(QContext);
 
    function wrapValue(value: any): JSX.Element
    {
-      return <span style={{fontWeight: "500", color: " rgb(123, 128, 154)"}}>{value}</span>
+      return <span style={{fontWeight: "500", color: " rgb(123, 128, 154)"}}>{value}</span>;
    }
 
    function wasValue(value: any): JSX.Element
    {
-      return <span style={{fontWeight: "100", color: " rgb(123, 128, 154)"}}>{value}</span>
+      return <span style={{fontWeight: "100", color: " rgb(123, 128, 154)"}}>{value}</span>;
    }
 
    function getAuditDetailFieldChangeRow(qRecord: QRecord): JSX.Element | null
@@ -79,10 +79,14 @@ function AuditBody({tableMetaData, recordId, record}: Props): JSX.Element
       const fieldName = qRecord.values.get("auditDetail.fieldName");
       const oldValue = qRecord.values.get("auditDetail.oldValue");
       const newValue = qRecord.values.get("auditDetail.newValue");
-      if(fieldName && (oldValue !== null || newValue !== null))
+      if (fieldName && (oldValue !== null || newValue !== null))
       {
-         const fieldLabel = tableMetaData?.fields?.get(fieldName)?.label ?? fieldName
+         const fieldLabel = tableMetaData?.fields?.get(fieldName)?.label ?? fieldName;
-         return (<tr><td>{fieldLabel}</td><td>{oldValue}</td><td>{newValue}</td></tr>)
+         return (<tr>
+            <td>{fieldLabel}</td>
+            <td>{oldValue}</td>
+            <td>{newValue}</td>
+         </tr>);
       }
       return (null);
    }
@@ -93,22 +97,22 @@ function AuditBody({tableMetaData, recordId, record}: Props): JSX.Element
       const fieldName = qRecord.values.get("auditDetail.fieldName");
       const oldValue = qRecord.values.get("auditDetail.oldValue");
       const newValue = qRecord.values.get("auditDetail.newValue");
-      if(fieldName && (oldValue !== null || newValue !== null))
+      if (fieldName && (oldValue !== null || newValue !== null))
       {
          const fieldLabel = tableMetaData?.fields?.get(fieldName)?.label ?? fieldName;
-         if(oldValue !== undefined && newValue !== undefined)
+         if (oldValue !== undefined && newValue !== undefined)
          {
             return (<>{fieldLabel}: Changed from {(oldValue)} to <b>{(newValue)}</b></>);
          }
-         else if(newValue !== undefined)
+         else if (newValue !== undefined)
          {
             return (<>{fieldLabel}: Set to <b>{(newValue)}</b></>);
          }
-         else if(oldValue !== undefined)
+         else if (oldValue !== undefined)
          {
             return (<>{fieldLabel}: Removed value {(oldValue)}</>);
          }
-         else if(message)
+         else if (message)
          {
             return (<>{message}</>);
          }
@@ -177,7 +181,7 @@ function AuditBody({tableMetaData, recordId, record}: Props): JSX.Element
          }
          */
       }
-      else if(message)
+      else if (message)
       {
          return (<>{message}</>);
       }
@@ -198,22 +202,22 @@ function AuditBody({tableMetaData, recordId, record}: Props): JSX.Element
             new QFilterOrderBy("timestamp", sortDirection),
             new QFilterOrderBy("id", sortDirection),
             new QFilterOrderBy("auditDetail.id", true)
-         ], "AND", 0, limit);
+         ], null, "AND", 0, limit);
 
          ///////////////////////////////
          // fetch audits in try-catch //
          ///////////////////////////////
-         let audits = [] as QRecord[]
+         let audits = [] as QRecord[];
          try
          {
             audits = await qController.query("audit", filter, [new QueryJoin("auditDetail", true, "LEFT")]);
             setAudits(audits);
          }
-         catch(e)
+         catch (e)
          {
             if (e instanceof QException)
             {
-               if ((e as QException).status === "403")
+               if ((e as QException).status === 403)
                {
                   setStatusString("You do not have permission to view audits");
                   return;
@@ -233,33 +237,33 @@ function AuditBody({tableMetaData, recordId, record}: Props): JSX.Element
          //////////////////////////////////////////////////////////////////////////////////////////////////////////
          // group the audits by auditId (e.g., this is a list that joined audit & auditDetail, so un-flatten it) //
          //////////////////////////////////////////////////////////////////////////////////////////////////////////
-         const unflattenedAudits: QRecord[] = []
+         const unflattenedAudits: QRecord[] = [];
          const detailMap: Map<number, JSX.Element[]> = new Map();
          const fieldChangeRowsMap: Map<number, JSX.Element[]> = new Map();
          for (let i = 0; i < audits.length; i++)
          {
             let id = audits[i].values.get("id");
-            if(i == 0 || unflattenedAudits[unflattenedAudits.length-1].values.get("id") != id)
+            if (i == 0 || unflattenedAudits[unflattenedAudits.length - 1].values.get("id") != id)
             {
                unflattenedAudits.push(audits[i]);
             }
 
             let auditDetail = getAuditDetailElement(audits[i]);
-            if(auditDetail)
+            if (auditDetail)
             {
-               if(!detailMap.has(id))
+               if (!detailMap.has(id))
                {
                   detailMap.set(id, []);
                }
 
-               detailMap.get(id).push(auditDetail)
+               detailMap.get(id).push(auditDetail);
             }
 
             // table version, probably not to commit
             let fieldChangeRow = getAuditDetailFieldChangeRow(audits[i]);
-            if(auditDetail)
+            if (auditDetail)
             {
-               if(!fieldChangeRowsMap.has(id))
+               if (!fieldChangeRowsMap.has(id))
                {
                   fieldChangeRowsMap.set(id, []);
                }
@@ -273,7 +277,7 @@ function AuditBody({tableMetaData, recordId, record}: Props): JSX.Element
          for (let i = 0; i < unflattenedAudits.length; i++)
          {
             let id = unflattenedAudits[i].values.get("id");
-            if(fieldChangeRowsMap.has(id) && fieldChangeRowsMap.get(id).length > 0)
+            if (fieldChangeRowsMap.has(id) && fieldChangeRowsMap.get(id).length > 0)
             {
                const fieldChangeTable = (
                   <table style={{fontSize: "0.875rem"}} className="auditDetailTable" cellSpacing="0">
@@ -288,11 +292,11 @@ function AuditBody({tableMetaData, recordId, record}: Props): JSX.Element
                         {fieldChangeRowsMap.get(id).map((row, key) => <React.Fragment key={key}>{row}</React.Fragment>)}
                      </tbody>
                   </table>
-               )
+               );
                fieldChangeMap.set(id, fieldChangeTable);
             }
          }
-         setFieldChangeMap(fieldChangeMap)
+         setFieldChangeMap(fieldChangeMap);
 
          //////////////////////////////
          // group the audits by date //
@@ -350,7 +354,7 @@ function AuditBody({tableMetaData, recordId, record}: Props): JSX.Element
    const changeSortDirection = () =>
    {
       setAudits([]);
-      const newSortDirection = !sortDirection
+      const newSortDirection = !sortDirection;
       setSortDirection(newSortDirection);
       localStorage.setItem("audit.sortDirection", String(newSortDirection));
    };

src/qqq/components/buttons/DefaultButtons.tsx

@@ -30,14 +30,17 @@ import MDButton from "qqq/components/legacy/MDButton";
 
 export const standardWidth = "150px";
 
+const standardML = {xs: 1, md: 3};
+
 interface QCreateNewButtonProps
 {
    tablePath: string;
 }
+
 export function QCreateNewButton({tablePath}: QCreateNewButtonProps): JSX.Element
 {
    return (
-      <Box display="inline-block" ml={3} mr={0} width={standardWidth}>
+      <Box display="inline-block" ml={standardML} mr={0} width={standardWidth}>
          <Link to={`${tablePath}/create`}>
             <MDButton variant="gradient" color="info" fullWidth startIcon={<Icon>add</Icon>}>
                Create New
@@ -54,6 +57,7 @@ interface QSaveButtonProps
    onClickHandler?: any,
    disabled: boolean
 }
+
 QSaveButton.defaultProps = {
    label: "Save",
    iconName: "save"
@@ -62,7 +66,7 @@ QSaveButton.defaultProps = {
 export function QSaveButton({label, iconName, onClickHandler, disabled}: QSaveButtonProps): JSX.Element
 {
    return (
-      <Box ml={3} width={standardWidth}>
+      <Box ml={standardML} width={standardWidth}>
          <MDButton type="submit" variant="gradient" color="info" size="small" onClick={onClickHandler} fullWidth startIcon={<Icon>{iconName}</Icon>} disabled={disabled}>
             {label}
          </MDButton>
@@ -72,17 +76,18 @@ export function QSaveButton({label, iconName, onClickHandler, disabled}: QSaveBu
 
 interface QDeleteButtonProps
 {
-   onClickHandler: any
+   onClickHandler: any;
-   disabled?: boolean
+   disabled?: boolean;
 }
 
 QDeleteButton.defaultProps = {
    disabled: false
 };
+
 export function QDeleteButton({onClickHandler, disabled}: QDeleteButtonProps): JSX.Element
 {
    return (
-      <Box ml={3} width={standardWidth}>
+      <Box ml={standardML} width={standardWidth}>
          <MDButton variant="gradient" color="primary" size="small" onClick={onClickHandler} fullWidth startIcon={<Icon>delete</Icon>} disabled={disabled}>
             Delete
          </MDButton>
@@ -93,7 +98,7 @@ export function QDeleteButton({onClickHandler, disabled}: QDeleteButtonProps): J
 export function QEditButton(): JSX.Element
 {
    return (
-      <Box ml={3} width={standardWidth}>
+      <Box ml={standardML} width={standardWidth}>
          <Link to="edit">
             <MDButton variant="gradient" color="dark" size="small" fullWidth startIcon={<Icon>edit</Icon>}>
                Edit
@@ -132,7 +137,7 @@ interface QCancelButtonProps
    onClickHandler: any;
    disabled: boolean;
    label?: string;
-   iconName?: string
+   iconName?: string;
 }
 
 export function QCancelButton({
@@ -140,7 +145,7 @@ export function QCancelButton({
 }: QCancelButtonProps): JSX.Element
 {
    return (
-      <Box ml="auto" width={standardWidth}>
+      <Box ml={standardML} width={standardWidth}>
          <MDButton type="button" variant="outlined" color="dark" size="small" fullWidth startIcon={<Icon>{iconName}</Icon>} onClick={onClickHandler} disabled={disabled}>
             {label}
          </MDButton>
@@ -155,15 +160,15 @@ QCancelButton.defaultProps = {
 
 interface QSubmitButtonProps
 {
-   label?: string
+   label?: string;
-   iconName?: string
+   iconName?: string;
-   disabled: boolean
+   disabled: boolean;
 }
 
 export function QSubmitButton({label, iconName, disabled}: QSubmitButtonProps): JSX.Element
 {
    return (
-      <Box ml={3} width={standardWidth}>
+      <Box ml={standardML} width={standardWidth}>
          <MDButton type="submit" variant="gradient" color="dark" size="small" fullWidth startIcon={<Icon>{iconName}</Icon>} disabled={disabled}>
             {label}
          </MDButton>
@@ -175,3 +180,24 @@ QSubmitButton.defaultProps = {
    label: "Submit",
    iconName: "check",
 };
+
+interface QAlternateButtonProps
+{
+   label: string,
+   iconName?: string,
+   disabled: boolean,
+   onClick?: () => void
+}
+
+export function QAlternateButton({label, iconName, disabled, onClick}: QAlternateButtonProps): JSX.Element
+{
+   return (
+      <Box ml={standardML} width={standardWidth}>
+         <MDButton type="button" variant="gradient" color="secondary" size="small" fullWidth startIcon={iconName && <Icon>{iconName}</Icon>} onClick={onClick} disabled={disabled}>
+            {label}
+         </MDButton>
+      </Box>
+   );
+}
+
+QAlternateButton.defaultProps = {};

src/qqq/components/forms/BooleanFieldSwitch.tsx

@@ -80,11 +80,12 @@ interface Props
    label: string;
    value: boolean;
    isDisabled: boolean;
+   onChangeCallback?: (newValue: any) => void;
 }
 
 
 
-function BooleanFieldSwitch({name, label, value, isDisabled}: Props) : JSX.Element
+function BooleanFieldSwitch({name, label, value, isDisabled, onChangeCallback}: Props) : JSX.Element
 {
    const {setFieldValue} = useFormikContext();
 
@@ -93,6 +94,10 @@ function BooleanFieldSwitch({name, label, value, isDisabled}: Props) : JSX.Eleme
       if(!isDisabled)
       {
          setFieldValue(name, newValue);
+         if(onChangeCallback)
+         {
+            onChangeCallback(newValue);
+         }
          event.stopPropagation();
       }
    }
@@ -100,6 +105,10 @@ function BooleanFieldSwitch({name, label, value, isDisabled}: Props) : JSX.Eleme
    const toggleSwitch = () =>
    {
       setFieldValue(name, !value);
+      if(onChangeCallback)
+      {
+         onChangeCallback(!value);
+      }
    }
 
    const classNullSwitch = (value === null || value == undefined || `${value}` == "") ? "nullSwitch" : "";

src/qqq/components/forms/DynamicForm.tsx

@@ -19,21 +19,16 @@
  * along with this program.  If not, see <https://www.gnu.org/licenses/>.
  */
 
-import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
+import {AdornmentType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/AdornmentType";
-import {QFieldType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldType";
 import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
-import {colors, Icon, InputLabel} from "@mui/material";
 import Box from "@mui/material/Box";
-import Button from "@mui/material/Button";
 import Grid from "@mui/material/Grid";
-import Tooltip from "@mui/material/Tooltip";
-import {useFormikContext} from "formik";
-import React, {useState} from "react";
 import QDynamicFormField from "qqq/components/forms/DynamicFormField";
 import DynamicSelect from "qqq/components/forms/DynamicSelect";
+import FileInputField from "qqq/components/forms/FileInputField";
 import MDTypography from "qqq/components/legacy/MDTypography";
 import HelpContent from "qqq/components/misc/HelpContent";
-import ValueUtils from "qqq/utils/qqq/ValueUtils";
+import React from "react";
 
 interface Props
 {
@@ -50,28 +45,6 @@ function QDynamicForm({formData, formLabel, bulkEditMode, bulkEditSwitchChangeHa
 {
    const {formFields, values, errors, touched} = formData;
 
-   const formikProps = useFormikContext();
-   const [fileName, setFileName] = useState(null as string);
-
-   const fileChanged = (event: React.FormEvent<HTMLInputElement>, field: any) =>
-   {
-      setFileName(null);
-      if (event.currentTarget.files && event.currentTarget.files[0])
-      {
-         setFileName(event.currentTarget.files[0].name);
-      }
-
-      formikProps.setFieldValue(field.name, event.currentTarget.files[0]);
-   };
-
-   const removeFile = (fieldName: string) =>
-   {
-      setFileName(null);
-      formikProps.setFieldValue(fieldName, null);
-      record?.values.delete(fieldName)
-      record?.displayValues.delete(fieldName)
-   };
-
    const bulkEditSwitchChanged = (name: string, value: boolean) =>
    {
       bulkEditSwitchChangeHandler(name, value);
@@ -82,14 +55,9 @@ function QDynamicForm({formData, formLabel, bulkEditMode, bulkEditSwitchChangeHa
       <Box>
          <Box lineHeight={0}>
             <MDTypography variant="h5">{formLabel}</MDTypography>
-            {/* TODO - help text
-        <MDTypography variant="button" color="text">
-          Mandatory information
-        </MDTypography>
-        */}
          </Box>
          <Box mt={1.625}>
-            <Grid container spacing={3}>
+            <Grid container lg={12} display="flex" spacing={3}>
                {formFields
                   && Object.keys(formFields).length > 0
                   && Object.keys(formFields).map((fieldName: any) =>
@@ -105,93 +73,73 @@ function QDynamicForm({formData, formLabel, bulkEditMode, bulkEditSwitchChangeHa
                         values[fieldName] = "";
                      }
 
-                     let formattedHelpContent = <HelpContent helpContents={field.fieldMetaData.helpContents} roles={helpRoles} helpContentKey={`${helpContentKeyPrefix ?? ""}field:${fieldName}`} />;
+                     let formattedHelpContent = <HelpContent helpContents={field?.fieldMetaData?.helpContents} roles={helpRoles} helpContentKey={`${helpContentKeyPrefix ?? ""}field:${fieldName}`} />;
-                     if(formattedHelpContent)
+                     if (formattedHelpContent)
                      {
-                        formattedHelpContent = <Box color="#757575" fontSize="0.875rem" mt="-0.25rem">{formattedHelpContent}</Box>
+                        formattedHelpContent = <Box color="#757575" fontSize="0.875rem" mt="-0.25rem">{formattedHelpContent}</Box>;
                      }
 
-                     const labelElement = <Box fontSize="1rem" fontWeight="500" marginBottom="0.25rem">
+                     const labelElement = <DynamicFormFieldLabel name={field.name} label={field.label} />;
-                        <label htmlFor={field.name}>{field.label}</label>
-                     </Box>
 
+                     let itemLG = (field?.fieldMetaData?.gridColumns && field?.fieldMetaData?.gridColumns > 0) ? field.fieldMetaData.gridColumns : 6;
+                     let itemXS = 12;
+                     let itemSM = 6;
+
+                     /////////////
+                     // files!! //
+                     /////////////
                      if (field.type === "file")
                      {
-                        const pseudoField = new QFieldMetaData({name: fieldName, type: QFieldType.BLOB});
+                        const fileUploadAdornment = field.fieldMetaData?.getAdornment(AdornmentType.FILE_UPLOAD);
-                        return (
+                        const width = fileUploadAdornment?.values?.get("width") ?? "half";
-                           <Grid item xs={12} sm={6} key={fieldName}>
-                              <Box mb={1.5}>
-                                 {labelElement}
-                                 {
-                                    record && record.values.get(fieldName) && <Box fontSize="0.875rem" pb={1}>
-                                       Current File:
-                                       <Box display="inline-flex" pl={1}>
-                                          {ValueUtils.getDisplayValue(pseudoField, record, "view")}
-                                          <Tooltip placement="bottom" title="Remove current file">
-                                             <Icon className="blobIcon" fontSize="small" onClick={(e) => removeFile(fieldName)}>delete</Icon>
-                                          </Tooltip>
-                                       </Box>
-                                    </Box>
-                                 }
-                                 <Box display="flex" alignItems="center">
-                                    <Button variant="outlined" component="label">
-                                       <span style={{color: colors.lightBlue[500]}}>Choose file to upload</span>
-                                       <input
-                                          id={fieldName}
-                                          name={fieldName}
-                                          type="file"
-                                          hidden
-                                          onChange={(event: React.FormEvent<HTMLInputElement>) => fileChanged(event, field)}
-                                       />
-                                    </Button>
-                                    <Box ml={1} fontSize={"1rem"}>
-                                       {fileName}
-                                    </Box>
-                                 </Box>
 
-                                 <Box mt={0.75}>
+                        if (width == "full")
-                                    <MDTypography component="div" variant="caption" color="error" fontWeight="regular">
+                        {
-                                       {errors[fieldName] && <span>You must select a file to proceed</span>}
+                           itemSM = 12;
-                                    </MDTypography>
+                        }
-                                 </Box>
+
-                              </Box>
+                        return (
+                           <Grid item lg={itemLG} xs={itemXS} sm={itemSM} flexDirection="column" key={fieldName}>
+                              {labelElement}
+                              <FileInputField field={field} record={record} errorMessage={errors[fieldName]} />
                            </Grid>
                         );
                      }
 
-                     // possible values!!
+                     ///////////////////////
-                     if (field.possibleValueProps)
+                     // possible values!! //
+                     ///////////////////////
+                     else if (field.possibleValueProps)
                      {
                         const otherValuesMap = field.possibleValueProps.otherValues ?? new Map<string, any>();
                         Object.keys(values).forEach((key) =>
                         {
                            otherValuesMap.set(key, values[key]);
-                        })
+                        });
 
                         return (
-                           <Grid item xs={12} sm={6} key={fieldName}>
+                           <Grid item lg={itemLG} xs={itemXS} sm={itemSM} key={fieldName}>
                               {labelElement}
                               <DynamicSelect
-                                 tableName={field.possibleValueProps.tableName}
+                                 fieldPossibleValueProps={field.possibleValueProps}
-                                 processName={field.possibleValueProps.processName}
-                                 fieldName={fieldName}
                                  isEditable={field.isEditable}
                                  fieldLabel=""
                                  initialValue={values[fieldName]}
-                                 initialDisplayValue={field.possibleValueProps.initialDisplayValue}
                                  bulkEditMode={bulkEditMode}
                                  bulkEditSwitchChangeHandler={bulkEditSwitchChanged}
                                  otherValues={otherValuesMap}
+                                 useCase="form"
                               />
                               {formattedHelpContent}
                            </Grid>
                         );
                      }
 
-                     // todo? inputProps={{ autoComplete: "" }}
+                     ///////////////////////
-                     // todo? placeholder={password.placeholder}
+                     // everything else!! //
+                     ///////////////////////
                      return (
-                        <Grid item xs={12} sm={6} key={fieldName}>
+                        <Grid item lg={itemLG} xs={itemXS} sm={itemSM} key={fieldName}>
                            {labelElement}
                            <QDynamicFormField
                               id={field.name}
@@ -226,4 +174,19 @@ QDynamicForm.defaultProps = {
    },
 };
 
+
+interface DynamicFormFieldLabelProps
+{
+   name: string;
+   label: string;
+}
+
+export function DynamicFormFieldLabel({name, label}: DynamicFormFieldLabelProps): JSX.Element
+{
+   return (<Box fontSize="1rem" fontWeight="500" marginBottom="0.25rem">
+      <label htmlFor={name}>{label}</label>
+   </Box>);
+}
+
+
 export default QDynamicForm;

src/qqq/components/forms/DynamicFormField.tsx

@@ -19,16 +19,19 @@
  * along with this program.  If not, see <https://www.gnu.org/licenses/>.
  */
 
-import {InputAdornment, InputLabel} from "@mui/material";
+import {QPossibleValue} from "@kingsrook/qqq-frontend-core/lib/model/QPossibleValue";
-import Box from "@mui/material/Box";
+import {Box, InputAdornment, InputLabel} from "@mui/material";
 import Switch from "@mui/material/Switch";
 import {ErrorMessage, Field, useFormikContext} from "formik";
-import React, {useState} from "react";
+import DynamicFormUtils from "qqq/components/forms/DynamicFormUtils";
+import DynamicSelect from "qqq/components/forms/DynamicSelect";
+import React, {useMemo, useState} from "react";
 import AceEditor from "react-ace";
 import colors from "qqq/assets/theme/base/colors";
 import BooleanFieldSwitch from "qqq/components/forms/BooleanFieldSwitch";
 import MDInput from "qqq/components/legacy/MDInput";
 import MDTypography from "qqq/components/legacy/MDTypography";
+import {flushSync} from "react-dom";
 
 // Declaring props types for FormField
 interface Props
@@ -39,6 +42,10 @@ interface Props
    value: any;
    type: string;
    isEditable?: boolean;
+   placeholder?: string;
+   backgroundColor?: string;
+
+   onChangeCallback?: (newValue: any) => void;
 
    [key: string]: any;
 
@@ -48,7 +55,7 @@ interface Props
 }
 
 function QDynamicFormField({
-   label, name, displayFormat, value, bulkEditMode, bulkEditSwitchChangeHandler, type, isEditable, formFieldObject, ...rest
+   label, name, displayFormat, value, bulkEditMode, bulkEditSwitchChangeHandler, type, isEditable, placeholder, backgroundColor, formFieldObject, onChangeCallback, ...rest
 }: Props): JSX.Element
 {
    const [switchChecked, setSwitchChecked] = useState(false);
@@ -64,18 +71,30 @@ function QDynamicFormField({
       inputLabelProps.shrink = true;
    }
 
-   const inputProps = {};
+   const inputProps: any = {};
    if (displayFormat && displayFormat.startsWith("$"))
    {
-      // @ts-ignore
       inputProps.startAdornment = <InputAdornment position="start">$</InputAdornment>;
    }
    if (displayFormat && displayFormat.endsWith("%%"))
    {
-      // @ts-ignore
       inputProps.endAdornment = <InputAdornment position="end">%</InputAdornment>;
    }
 
+   if (placeholder)
+   {
+      inputProps.placeholder = placeholder
+   }
+
+   if(backgroundColor)
+   {
+      inputProps.sx = {
+         "&.MuiInputBase-root": {
+            backgroundColor: backgroundColor
+         }
+      };
+   }
+
    // @ts-ignore
    const handleOnWheel = (e) =>
    {
@@ -85,13 +104,95 @@ function QDynamicFormField({
       }
    };
 
+   ///////////////////////////////////////////////////////////////////////////////////////
+   // check the field meta data for behavior that says to do toUpperCase or toLowerCase //
+   ///////////////////////////////////////////////////////////////////////////////////////
+   let isToUpperCase = useMemo(() => DynamicFormUtils.isToUpperCase(formFieldObject?.fieldMetaData), [formFieldObject]);
+   let isToLowerCase = useMemo(() => DynamicFormUtils.isToLowerCase(formFieldObject?.fieldMetaData), [formFieldObject]);
+
+   ////////////////////////////////////////////////////////////////////////
+   // if the field has a toUpperCase or toLowerCase behavior on it, then //
+   // apply that rule.  But also, to avoid the cursor always jumping to  //
+   // the end of the input, do some manipulation of the selection.       //
+   // See: https://giacomocerquone.com/blog/keep-input-cursor-still      //
+   // Note, we only want an onChange handle if we're doing one of these  //
+   // behaviors, (because teh flushSync is potentially slow).  hence, we //
+   // put the onChange in an object and assign it with a spread          //
+   ////////////////////////////////////////////////////////////////////////
+   let onChange: any = {};
+   if (isToUpperCase || isToLowerCase || onChangeCallback)
+   {
+      onChange.onChange = (e: any) =>
+      {
+         if(isToUpperCase || isToLowerCase)
+         {
+            const beforeStart = e.target.selectionStart;
+            const beforeEnd = e.target.selectionEnd;
+
+            flushSync(() =>
+            {
+               let newValue = e.currentTarget.value;
+               if (isToUpperCase)
+               {
+                  newValue = newValue.toUpperCase();
+               }
+               if (isToLowerCase)
+               {
+                  newValue = newValue.toLowerCase();
+               }
+               setFieldValue(name, newValue);
+               if(onChangeCallback)
+               {
+                  onChangeCallback(newValue);
+               }
+            });
+
+            const input = document.getElementById(name) as HTMLInputElement;
+            if (input)
+            {
+               input.setSelectionRange(beforeStart, beforeEnd);
+            }
+         }
+         else if(onChangeCallback)
+         {
+            onChangeCallback(e.currentTarget.value);
+         }
+      };
+   }
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function dynamicSelectOnChange(newValue?: QPossibleValue)
+   {
+      if(onChangeCallback)
+      {
+         onChangeCallback(newValue == null ? null : newValue.id)
+      }
+   }
+
    let field;
    let getsBulkEditHtmlLabel = true;
-   if (type === "checkbox")
+   if(formFieldObject.possibleValueProps)
+   {
+      field = (<DynamicSelect
+         name={name}
+         fieldPossibleValueProps={formFieldObject.possibleValueProps}
+         isEditable={!isDisabled}
+         fieldLabel={label}
+         initialValue={value}
+         bulkEditMode={bulkEditMode}
+         bulkEditSwitchChangeHandler={bulkEditSwitchChangeHandler}
+         onChange={dynamicSelectOnChange}
+         // otherValues={otherValuesMap}
+         useCase="form"
+      />)
+   }
+   else if (type === "checkbox")
    {
       getsBulkEditHtmlLabel = false;
       field = (<>
-         <BooleanFieldSwitch name={name} label={label} value={value} isDisabled={isDisabled} />
+         <BooleanFieldSwitch name={name} label={label} value={value} isDisabled={isDisabled} onChangeCallback={onChangeCallback} />
          <Box mt={0.75}>
             <MDTypography component="div" variant="caption" color="error" fontWeight="regular">
                {!isDisabled && <div className="fieldErrorMessage"><ErrorMessage name={name} render={msg => <span data-field-error="true">{msg}</span>} /></div>}
@@ -102,7 +203,7 @@ function QDynamicFormField({
    else if (type === "ace")
    {
       let mode = "text";
-      if(formFieldObject && formFieldObject.languageMode)
+      if (formFieldObject && formFieldObject.languageMode)
       {
          mode = formFieldObject.languageMode;
       }
@@ -119,6 +220,10 @@ function QDynamicFormField({
                onChange={(value: string, event: any) =>
                {
                   setFieldValue(name, value, false);
+                  if(onChangeCallback)
+                  {
+                     onChangeCallback(value);
+                  }
                }}
                setOptions={{useWorker: false}}
                width="100%"
@@ -133,7 +238,7 @@ function QDynamicFormField({
    {
       field = (
          <>
-            <Field {...rest} onWheel={handleOnWheel} name={name} type={type} as={MDInput} variant="outlined" label={label} InputLabelProps={inputLabelProps} InputProps={inputProps} fullWidth disabled={isDisabled}
+            <Field {...rest} {...onChange} onWheel={handleOnWheel} name={name} type={type} as={MDInput} variant="outlined" label={label} InputLabelProps={inputLabelProps} InputProps={inputProps} fullWidth disabled={isDisabled}
                onKeyPress={(e: any) =>
                {
                   if (e.key === "Enter")
@@ -173,7 +278,8 @@ function QDynamicFormField({
                   id={`bulkEditSwitch-${name}`}
                   checked={switchChecked}
                   onClick={bulkEditSwitchChanged}
-                  sx={{top: "-4px",
+                  sx={{
+                     top: "-4px",
                      "& .MuiSwitch-track": {
                         height: 20,
                         borderRadius: 10,

src/qqq/components/forms/DynamicFormUtils.ts

@@ -22,29 +22,41 @@
 import {AdornmentType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/AdornmentType";
 import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
 import {QFieldType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldType";
+import {FieldPossibleValueProps} from "qqq/models/fields/FieldPossibleValueProps";
 import * as Yup from "yup";
 
+
+type DisabledFields = { [fieldName: string]: boolean } | string[];
+
 /*******************************************************************************
  ** Meta-data to represent a single field in a table.
  **
  *******************************************************************************/
 class DynamicFormUtils
 {
-   public static getFormData(qqqFormFields: QFieldMetaData[])
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public static getFormData(qqqFormFields: QFieldMetaData[], disabledFields?: DisabledFields)
    {
       const dynamicFormFields: any = {};
       const formValidations: any = {};
 
       qqqFormFields.forEach((field) =>
       {
-         dynamicFormFields[field.name] = this.getDynamicField(field);
+         dynamicFormFields[field.name] = this.getDynamicField(field, disabledFields);
-         formValidations[field.name] = this.getValidationForField(field);
+         formValidations[field.name] = this.getValidationForField(field, disabledFields);
       });
 
       return {dynamicFormFields, formValidations};
    }
 
-   public static getDynamicField(field: QFieldMetaData)
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public static getDynamicField(field: QFieldMetaData, disabledFields?: DisabledFields)
    {
       let fieldType: string;
       switch (field.type.toString())
@@ -85,15 +97,21 @@ class DynamicFormUtils
          }
       }
 
+      ////////////////////////////////////////////////////////////
+      // this feels right, but... might be cases where it isn't //
+      ////////////////////////////////////////////////////////////
+      const effectiveIsEditable = field.isEditable && !this.isFieldDynamicallyDisabled(field.name, disabledFields);
+      const effectivelyIsRequired = field.isRequired && effectiveIsEditable;
+
       let label = field.label ? field.label : field.name;
-      label += field.isRequired ? " *" : "";
+      label += effectivelyIsRequired ? " *" : "";
 
       return ({
          fieldMetaData: field,
          name: field.name,
          label: label,
-         isRequired: field.isRequired,
+         isRequired: effectivelyIsRequired,
-         isEditable: field.isEditable,
+         isEditable: effectiveIsEditable,
          type: fieldType,
          displayFormat: field.displayFormat,
          // todo invalidMsg: "Zipcode is not valid (e.g. 70000).",
@@ -101,64 +119,143 @@ class DynamicFormUtils
       });
    }
 
-   public static getValidationForField(field: QFieldMetaData)
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public static getValidationForField(field: QFieldMetaData, disabledFields?: DisabledFields)
    {
-      if (field.isRequired)
+      const effectiveIsEditable = field.isEditable && !this.isFieldDynamicallyDisabled(field.name, disabledFields);
+      const effectivelyIsRequired = field.isRequired && effectiveIsEditable;
+
+      if (effectivelyIsRequired)
       {
-         if(field.possibleValueSourceName)
+         ////////////////////////////////////////////////////////////////////////////////////////////
-         {
+         // the "nullable(true)" here doesn't mean that you're allowed to set the field to null... //
-            ////////////////////////////////////////////////////////////////////////////////////////////
+         // rather, it's more like "null is how empty will be treated" or some-such...             //
-            // the "nullable(true)" here doesn't mean that you're allowed to set the field to null... //
+         ////////////////////////////////////////////////////////////////////////////////////////////
-            // rather, it's more like "null is how empty will be treated" or some-such...             //
+         return (Yup.string().required(`${field.label ?? "This field"} is required.`).nullable(true));
-            ////////////////////////////////////////////////////////////////////////////////////////////
-            return (Yup.string().required(`${field.label} is required.`).nullable(true));
-         }
-         else
-         {
-            return (Yup.string().required(`${field.label} is required.`));
-         }
       }
       return (null);
    }
 
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
    public static addPossibleValueProps(dynamicFormFields: any, qFields: QFieldMetaData[], tableName: string, processName: string, displayValues: Map<string, string>)
    {
       for (let i = 0; i < qFields.length; i++)
       {
          const field = qFields[i];
 
+         if(!dynamicFormFields[field.name])
+         {
+            continue;
+         }
+
          /////////////////////////////////////////
          // add props for possible value fields //
          /////////////////////////////////////////
-         if (field.possibleValueSourceName && dynamicFormFields[field.name])
+         if (field.possibleValueSourceName || field.inlinePossibleValueSource)
          {
-            let initialDisplayValue = null;
+            let props: FieldPossibleValueProps =
+               {
+                  isPossibleValue: true,
+                  fieldName: field.name,
+                  initialDisplayValue: null
+               }
+
             if (displayValues)
             {
-               initialDisplayValue = displayValues.get(field.name);
+               props.initialDisplayValue = displayValues.get(field.name);
             }
 
-            if (tableName)
+            if(field.inlinePossibleValueSource)
             {
-               dynamicFormFields[field.name].possibleValueProps =
+               //////////////////////////////////////////////////////////////////////
-                  {
+               // handle an inline PVS - which is a list of possible value objects //
-                     isPossibleValue: true,
+               //////////////////////////////////////////////////////////////////////
-                     tableName: tableName,
+               props.possibleValues = field.inlinePossibleValueSource;
-                     initialDisplayValue: initialDisplayValue,
+            }
-                  };
+            else if (tableName)
+            {
+               props.tableName = tableName;
+            }
+            else if (processName)
+            {
+               props.processName = processName;
             }
             else
             {
-               dynamicFormFields[field.name].possibleValueProps =
+               props.possibleValueSourceName = field.possibleValueSourceName;
-                  {
-                     isPossibleValue: true,
-                     processName: processName,
-                     initialDisplayValue: initialDisplayValue,
-                  };
             }
+
+            dynamicFormFields[field.name].possibleValueProps = props;
          }
       }
    }
+
+
+   /*******************************************************************************
+    ** private helper - check the disabled fields object (array or map), and return
+    ** true iff fieldName is in it.
+    *******************************************************************************/
+   private static isFieldDynamicallyDisabled(fieldName: string, disabledFields?: DisabledFields): boolean
+   {
+      if (!disabledFields)
+      {
+         return (false);
+      }
+
+      if (Array.isArray(disabledFields))
+      {
+         return (disabledFields.indexOf(fieldName) > -1);
+      }
+      else
+      {
+         return (disabledFields[fieldName]);
+      }
+   }
+
+
+   /***************************************************************************
+    * check if a field has the TO_UPPER_CASE behavior on it.
+    ***************************************************************************/
+   public static isToUpperCase(fieldMetaData: QFieldMetaData): boolean
+   {
+      return this.hasBehavior(fieldMetaData, "TO_UPPER_CASE");
+   }
+
+
+   /***************************************************************************
+    * check if a field has the TO_LOWER_CASE behavior on it.
+    ***************************************************************************/
+   public static isToLowerCase(fieldMetaData: QFieldMetaData): boolean
+   {
+      return this.hasBehavior(fieldMetaData, "TO_LOWER_CASE");
+   }
+
+
+   /***************************************************************************
+    * check if a field has a specific behavior name on it.
+    ***************************************************************************/
+   private static hasBehavior(fieldMetaData: QFieldMetaData, behaviorName: string): boolean
+   {
+      if (fieldMetaData && fieldMetaData.behaviors)
+      {
+         for (let i = 0; i < fieldMetaData.behaviors.length; i++)
+         {
+            if (fieldMetaData.behaviors[i] == behaviorName)
+            {
+               return (true);
+            }
+         }
+      }
+
+      return (false);
+   }
+
 }
 
 export default DynamicFormUtils;

src/qqq/components/forms/DynamicSelect.tsx

@@ -28,21 +28,20 @@ import Box from "@mui/material/Box";
 import Switch from "@mui/material/Switch";
 import TextField from "@mui/material/TextField";
 import {ErrorMessage, useFormikContext} from "formik";
-import React, {useEffect, useState} from "react";
 import colors from "qqq/assets/theme/base/colors";
 import MDTypography from "qqq/components/legacy/MDTypography";
+import {FieldPossibleValueProps} from "qqq/models/fields/FieldPossibleValueProps";
 import Client from "qqq/utils/qqq/Client";
+import React, {useEffect, useState} from "react";
 
 interface Props
 {
-   tableName?: string;
+   fieldPossibleValueProps: FieldPossibleValueProps;
-   processName?: string;
-   fieldName: string;
    overrideId?: string;
+   name?: string;
    fieldLabel: string;
    inForm: boolean;
    initialValue?: any;
-   initialDisplayValue?: string;
    initialValues?: QPossibleValue[];
    onChange?: any;
    isEditable?: boolean;
@@ -52,14 +51,12 @@ interface Props
    otherValues?: Map<string, any>;
    variant: "standard" | "outlined";
    initiallyOpen: boolean;
+   useCase: "form" | "filter";
 }
 
 DynamicSelect.defaultProps = {
-   tableName: null,
-   processName: null,
    inForm: true,
    initialValue: null,
-   initialDisplayValue: null,
    initialValues: undefined,
    onChange: null,
    isEditable: true,
@@ -73,16 +70,76 @@ DynamicSelect.defaultProps = {
    },
 };
 
+const {inputBorderColor} = colors;
+
+
+export const getAutocompleteOutlinedStyle = (isDisabled: boolean) =>
+{
+   return ({
+      "& .MuiOutlinedInput-root": {
+         borderRadius: "0.75rem",
+      },
+      "& .MuiInputBase-root": {
+         padding: "0.5rem",
+         background: isDisabled ? "#f0f2f5!important" : "initial",
+      },
+      "& .MuiOutlinedInput-root .MuiAutocomplete-input": {
+         padding: "0",
+         fontSize: "1rem"
+      },
+      "& .Mui-disabled .MuiOutlinedInput-notchedOutline": {
+         borderColor: inputBorderColor
+      }
+   });
+};
+
+
 const qController = Client.getInstance();
 
-function DynamicSelect({tableName, processName, fieldName, overrideId, fieldLabel, inForm, initialValue, initialDisplayValue, initialValues, onChange, isEditable, isMultiple, bulkEditMode, bulkEditSwitchChangeHandler, otherValues, variant, initiallyOpen}: Props)
+function DynamicSelect({fieldPossibleValueProps, overrideId, name, fieldLabel, inForm, initialValue, initialValues, onChange, isEditable, isMultiple, bulkEditMode, bulkEditSwitchChangeHandler, otherValues, variant, initiallyOpen, useCase}: Props)
 {
+   const {fieldName, initialDisplayValue, possibleValueSourceName, possibleValues, processName, tableName} = fieldPossibleValueProps;
+
    const [open, setOpen] = useState(initiallyOpen);
    const [options, setOptions] = useState<readonly QPossibleValue[]>([]);
    const [searchTerm, setSearchTerm] = useState(null);
    const [firstRender, setFirstRender] = useState(true);
-   const [otherValuesWhenResultsWereLoaded, setOtherValuesWhenResultsWereLoaded] = useState(JSON.stringify(Object.fromEntries((otherValues))))
+   const [otherValuesWhenResultsWereLoaded, setOtherValuesWhenResultsWereLoaded] = useState(JSON.stringify(Object.fromEntries((otherValues))));
-   const {inputBorderColor} = colors;
+
+   useEffect(() =>
+   {
+      if (tableName && processName)
+      {
+         console.log("DynamicSelect - you may not provide both a tableName and a processName");
+      }
+      if (tableName && !fieldName)
+      {
+         console.log("DynamicSelect - if you provide a tableName, you must also provide a fieldName");
+      }
+      if (processName && !fieldName)
+      {
+         console.log("DynamicSelect - if you provide a processName, you must also provide a fieldName");
+      }
+      if (!fieldName && !possibleValueSourceName)
+      {
+         console.log("DynamicSelect - you must provide either a fieldName (and a tableName or processName) or a possibleValueSourceName");
+      }
+      if (fieldName && !possibleValueSourceName)
+      {
+         if (!tableName || !processName)
+         {
+            console.log("DynamicSelect - if you provide a fieldName and not a possibleValueSourceName, then you must also provide a tableName or processName");
+         }
+      }
+      if (possibleValueSourceName)
+      {
+         if (tableName || processName)
+         {
+            console.log("DynamicSelect - if you provide a possibleValueSourceName, you should not also provide a tableName or processName");
+         }
+      }
+
+   }, [tableName, processName, fieldName, possibleValueSourceName]);
 
    ////////////////////////////////////////////////////////////////////////////////////////////////
    // default value - needs to be an array (from initialValues (array) prop) for multiple mode - //
@@ -110,9 +167,38 @@ function DynamicSelect({tableName, processName, fieldName, overrideId, fieldLabe
       setFieldValueRef = setFieldValue;
    }
 
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   const filterInlinePossibleValues = (searchTerm: string, possibleValues: QPossibleValue[]): QPossibleValue[] =>
+   {
+      return possibleValues.filter(pv => pv.label?.toLowerCase().startsWith(searchTerm));
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   const loadResults = async (): Promise<QPossibleValue[]> =>
+   {
+      if(possibleValues)
+      {
+         return filterInlinePossibleValues(searchTerm, possibleValues)
+      }
+      else
+      {
+         return await qController.possibleValues(tableName, processName, possibleValueSourceName ?? fieldName, searchTerm ?? "", null, otherValues, useCase);
+      }
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
    useEffect(() =>
    {
-      if(firstRender)
+      if (firstRender)
       {
          // console.log("First render, so not searching...");
          setFirstRender(false);
@@ -133,9 +219,9 @@ function DynamicSelect({tableName, processName, fieldName, overrideId, fieldLabe
       (async () =>
       {
          // console.log(`doing a search with ${searchTerm}`);
-         const results: QPossibleValue[] = await qController.possibleValues(tableName, processName, fieldName, searchTerm ?? "", null, otherValues);
+         const results: QPossibleValue[] = await loadResults();
 
-         if(tableMetaData == null && tableName)
+         if (tableMetaData == null && tableName)
          {
             let tableMetaData: QTableMetaData = await qController.loadTableMetaData(tableName);
             setTableMetaData(tableMetaData);
@@ -146,7 +232,7 @@ function DynamicSelect({tableName, processName, fieldName, overrideId, fieldLabe
          // console.log(`${results}`);
          if (active)
          {
-            setOptions([ ...results ]);
+            setOptions([...results]);
          }
       })();
 
@@ -154,50 +240,67 @@ function DynamicSelect({tableName, processName, fieldName, overrideId, fieldLabe
       {
          active = false;
       };
-   }, [ searchTerm ]);
+   }, [searchTerm]);
 
-   // todo - finish... call it in onOpen?
+
+   /***************************************************************************
+    ** todo - finish... call it in onOpen?
+    ***************************************************************************/
    const reloadIfOtherValuesAreChanged = () =>
    {
-      if(JSON.stringify(Object.fromEntries(otherValues)) != otherValuesWhenResultsWereLoaded)
+      if (JSON.stringify(Object.fromEntries(otherValues)) != otherValuesWhenResultsWereLoaded)
       {
          (async () =>
          {
             setLoading(true);
             setOptions([]);
+
             console.log("Refreshing possible values...");
-            const results: QPossibleValue[] = await qController.possibleValues(tableName, processName, fieldName, searchTerm ?? "", null, otherValues);
+            const results: QPossibleValue[] = await loadResults();
+
             setLoading(false);
-            setOptions([ ...results ]);
+            setOptions([...results]);
             setOtherValuesWhenResultsWereLoaded(JSON.stringify(Object.fromEntries(otherValues)));
          })();
       }
-   }
+   };
 
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
    const inputChanged = (event: React.SyntheticEvent, value: string, reason: string) =>
    {
       // console.log(`input changed.  Reason: ${reason}, setting search term to ${value}`);
-      if(reason !== "reset")
+      if (reason !== "reset")
       {
          // console.log(` -> setting search term to ${value}`);
          setSearchTerm(value);
       }
    };
 
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
    const handleBlur = (x: any) =>
    {
       setSearchTerm(null);
-   }
+   };
 
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
    const handleChanged = (event: React.SyntheticEvent, value: any | any[], reason: string, details?: string) =>
    {
       // console.log("handleChanged.  value is:");
       // console.log(value);
       setSearchTerm(null);
 
-      if(onChange)
+      if (onChange)
       {
-         if(isMultiple)
+         if (isMultiple)
          {
             onChange(value);
          }
@@ -206,12 +309,16 @@ function DynamicSelect({tableName, processName, fieldName, overrideId, fieldLabe
             onChange(value ? new QPossibleValue(value) : null);
          }
       }
-      else if(setFieldValueRef)
+      else if (setFieldValueRef && fieldName)
       {
          setFieldValueRef(fieldName, value ? value.id : null);
       }
    };
 
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
    const filterOptions = (options: { id: any; label: string; }[], state: FilterOptionsState<{ id: any; label: string; }>): { id: any; label: string; }[] =>
    {
       /////////////////////////////////////////////////////////////////////////////////
@@ -219,8 +326,12 @@ function DynamicSelect({tableName, processName, fieldName, overrideId, fieldLabe
       // get options whose text/label matches the input (e.g., not ids that match)   //
       /////////////////////////////////////////////////////////////////////////////////
       return (options);
-   }
+   };
 
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
    // @ts-ignore
    const renderOption = (props: Object, option: any, {selected}) =>
    {
@@ -228,23 +339,24 @@ function DynamicSelect({tableName, processName, fieldName, overrideId, fieldLabe
 
       try
       {
-         const field = tableMetaData?.fields.get(fieldName)
+         const field = tableMetaData?.fields.get(fieldName);
-         if(field)
+         if (field)
          {
             const adornment = field.getAdornment(AdornmentType.CHIP);
-            if(adornment)
+            if (adornment)
             {
-               const color = adornment.getValue("color." + option.id) ?? "default"
+               const color = adornment.getValue("color." + option.id) ?? "default";
                const iconName = adornment.getValue("icon." + option.id) ?? null;
                const iconElement = iconName ? <Icon>{iconName}</Icon> : null;
                content = (<Chip label={option.label} color={color} icon={iconElement} size="small" variant="outlined" sx={{fontWeight: 500}} />);
             }
          }
       }
-      catch(e)
+      catch (e)
-      { }
+      {
+      }
 
-      if(isMultiple)
+      if (isMultiple)
       {
          content = (
             <>
@@ -266,8 +378,12 @@ function DynamicSelect({tableName, processName, fieldName, overrideId, fieldLabe
             {content}
          </li>
       );
-   }
+   };
 
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
    const bulkEditSwitchChanged = () =>
    {
       const newSwitchValue = !switchChecked;
@@ -282,28 +398,14 @@ function DynamicSelect({tableName, processName, fieldName, overrideId, fieldLabe
    let autocompleteSX = {};
    if (variant == "outlined")
    {
-      autocompleteSX = {
+      autocompleteSX = getAutocompleteOutlinedStyle(isDisabled);
-         "& .MuiOutlinedInput-root": {
-            borderRadius: "0.75rem",
-         },
-         "& .MuiInputBase-root": {
-            padding: "0.5rem",
-            background: isDisabled ? "#f0f2f5!important" : "initial",
-         },
-         "& .MuiOutlinedInput-root .MuiAutocomplete-input": {
-            padding: "0",
-            fontSize: "1rem"
-         },
-         "& .Mui-disabled .MuiOutlinedInput-notchedOutline": {
-            borderColor: inputBorderColor
-         }
-      }
    }
 
    const autocomplete = (
       <Box>
          <Autocomplete
-            id={overrideId ?? fieldName}
+            id={overrideId ?? fieldName ?? possibleValueSourceName ?? "anonymous"}
+            name={name}
             sx={autocompleteSX}
             open={open}
             fullWidth
@@ -311,7 +413,7 @@ function DynamicSelect({tableName, processName, fieldName, overrideId, fieldLabe
             {
                setOpen(true);
                // console.log("setting open...");
-               if(options.length == 0)
+               if (options.length == 0)
                {
                   // console.log("no options yet, so setting search term to ''...");
                   setSearchTerm("");
@@ -324,19 +426,19 @@ function DynamicSelect({tableName, processName, fieldName, overrideId, fieldLabe
             isOptionEqualToValue={(option, value) => value !== null && value !== undefined && option.id === value.id}
             getOptionLabel={(option) =>
             {
-               if(option === null || option === undefined)
+               if (option === null || option === undefined)
                {
                   return ("");
                }
 
                // @ts-ignore
-               if(option && option.length)
+               if (option && option.length)
                {
                   // @ts-ignore
                   option = option[0];
                }
                // @ts-ignore
-               return option.label
+               return option.label;
             }}
             options={options}
             loading={loading}
@@ -383,7 +485,7 @@ function DynamicSelect({tableName, processName, fieldName, overrideId, fieldLabe
             inForm &&
             <Box mt={0.75}>
                <MDTypography component="div" variant="caption" color="error" fontWeight="regular">
-                  {!isDisabled && <div className="fieldErrorMessage"><ErrorMessage name={fieldName} render={msg => <span data-field-error="true">{msg}</span>} /></div>}
+                  {!isDisabled && <div className="fieldErrorMessage"><ErrorMessage name={overrideId ?? fieldName ?? possibleValueSourceName ?? "anonymous"} render={msg => <span data-field-error="true">{msg}</span>} /></div>}
                </MDTypography>
             </Box>
          }
@@ -400,7 +502,8 @@ function DynamicSelect({tableName, processName, fieldName, overrideId, fieldLabe
                   id={`bulkEditSwitch-${fieldName}`}
                   checked={switchChecked}
                   onClick={bulkEditSwitchChanged}
-                  sx={{top: "-4px",
+                  sx={{
+                     top: "-4px",
                      "& .MuiSwitch-track": {
                         height: 20,
                         borderRadius: 10,
@@ -419,7 +522,7 @@ function DynamicSelect({tableName, processName, fieldName, overrideId, fieldLabe
    else
    {
       return (
-         <Box mb={1.5}>
+         <Box>
             {autocomplete}
          </Box>
       );

src/qqq/components/forms/FileInputField.tsx

@@ -0,0 +1,156 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+
+import {AdornmentType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/AdornmentType";
+import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
+import {QFieldType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldType";
+import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
+import {Button, colors, Icon} from "@mui/material";
+import Box from "@mui/material/Box";
+import Tooltip from "@mui/material/Tooltip";
+import {useFormikContext} from "formik";
+import MDTypography from "qqq/components/legacy/MDTypography";
+import ValueUtils from "qqq/utils/qqq/ValueUtils";
+import React, {useCallback, useState} from "react";
+import {useDropzone} from "react-dropzone";
+
+interface FileInputFieldProps
+{
+   field: any,
+   record?: QRecord,
+   errorMessage?: any
+}
+
+export default function FileInputField({field, record, errorMessage}: FileInputFieldProps): JSX.Element
+{
+   const [fileName, setFileName] = useState(null as string);
+
+   const formikProps = useFormikContext();
+
+   const fileChanged = (event: React.FormEvent<HTMLInputElement>, field: any) =>
+   {
+      setFileName(null);
+      if (event.currentTarget.files && event.currentTarget.files[0])
+      {
+         setFileName(event.currentTarget.files[0].name);
+      }
+
+      formikProps.setFieldValue(field.name, event.currentTarget.files[0]);
+   };
+
+   const onDrop = useCallback((acceptedFiles: any) =>
+   {
+      setFileName(null);
+      if (acceptedFiles.length && acceptedFiles[0])
+      {
+         setFileName(acceptedFiles[0].name);
+      }
+
+      formikProps.setFieldValue(field.name, acceptedFiles[0]);
+   }, []);
+   const {getRootProps, getInputProps, isDragActive} = useDropzone({onDrop});
+
+
+   const removeFile = (fieldName: string) =>
+   {
+      setFileName(null);
+      formikProps.setFieldValue(fieldName, null);
+      record?.values.delete(fieldName);
+      record?.displayValues.delete(fieldName);
+   };
+
+   const pseudoField = new QFieldMetaData({name: field.name, type: QFieldType.BLOB});
+
+   const fileUploadAdornment = field.fieldMetaData?.getAdornment(AdornmentType.FILE_UPLOAD);
+   const format = fileUploadAdornment?.values?.get("format") ?? "button";
+
+   return (
+      <Box mb={1.5}>
+         {
+            record && record.values.get(field.name) && <Box fontSize="0.875rem" pb={1}>
+               Current File:
+               <Box display="inline-flex" pl={1}>
+                  {ValueUtils.getDisplayValue(pseudoField, record, "view")}
+                  <Tooltip placement="bottom" title="Remove current file">
+                     <Icon className="blobIcon" fontSize="small" onClick={(e) => removeFile(field.name)}>delete</Icon>
+                  </Tooltip>
+               </Box>
+            </Box>
+         }
+
+         {
+            format == "button" &&
+               <Box display="flex" alignItems="center">
+                  <Button variant="outlined" component="label">
+                     <span style={{color: colors.lightBlue[500]}}>Choose file to upload</span>
+                     <input
+                        id={field.name}
+                        name={field.name}
+                        type="file"
+                        hidden
+                        onChange={(event: React.FormEvent<HTMLInputElement>) => fileChanged(event, field)}
+                     />
+                  </Button>
+                  <Box ml={1} fontSize={"1rem"}>
+                     {fileName}
+                  </Box>
+               </Box>
+         }
+
+         {
+            format == "dragAndDrop" &&
+            <>
+               <Box {...getRootProps()} sx={
+                  {
+                     display: "flex",
+                     alignItems: "center",
+                     justifyContent: "center",
+                     width: "100%",
+                     height: "300px",
+                     borderRadius: "2rem",
+                     backgroundColor: isDragActive ? colors.lightBlue[50] : "transparent",
+                     border: `2px ${isDragActive ? "solid" : "dashed"} ${colors.lightBlue[500]}`
+                  }}>
+                  <input {...getInputProps()} />
+                  <Box display="flex" alignItems="center" flexDirection="column">
+                     <Icon sx={{fontSize: "4rem !important", color: colors.lightBlue[500]}}>upload_file</Icon>
+                     <Box>Drag and drop a file</Box>
+                     <Box fontSize="1rem" m="0.5rem">or</Box>
+                     <Box border={`2px solid ${colors.lightBlue[500]}`} mt="0.25rem" padding="0.25rem 1rem" borderRadius="0.5rem" sx={{cursor: "pointer"}} fontSize="1rem">
+                        Browse files
+                     </Box>
+                  </Box>
+               </Box>
+               <Box fontSize={"1rem"} mt="0.25rem">
+                  {fileName}&nbsp;
+               </Box>
+            </>
+         }
+
+         <Box mt={0.75}>
+            <MDTypography component="div" variant="caption" color="error" fontWeight="regular">
+               {errorMessage && <span>{errorMessage}</span>}
+            </MDTypography>
+         </Box>
+      </Box>
+   );
+}

src/qqq/components/horseshoe/Breadcrumbs.tsx

@@ -63,7 +63,7 @@ function QBreadcrumbs({icon, title, route, light}: Props): JSX.Element
    ///////////////////////////////////////////////////////////////////////
    // strip away empty elements of the route (e.g., trailing slash(es)) //
    ///////////////////////////////////////////////////////////////////////
-   if(route.length)
+   if (route.length)
    {
       // @ts-ignore
       route = route.filter(r => r != "");
@@ -74,18 +74,18 @@ function QBreadcrumbs({icon, title, route, light}: Props): JSX.Element
 
    const fullPathToLabel = (fullPath: string, route: string): string =>
    {
-      if(fullPath.endsWith("/"))
+      if (fullPath.endsWith("/"))
       {
          fullPath = fullPath.replace(/\/+$/, "");
       }
 
-      if(pathToLabelMap && pathToLabelMap[fullPath])
+      if (pathToLabelMap && pathToLabelMap[fullPath])
       {
          return pathToLabelMap[fullPath];
       }
 
       return (routeToLabel(route));
-   }
+   };
 
    let pageTitle = branding?.appName ?? "";
    const fullRoutes: string[] = [];
@@ -94,21 +94,24 @@ function QBreadcrumbs({icon, title, route, light}: Props): JSX.Element
    {
       ////////////////////////////////////////////////////////
       // avoid showing "saved view" as a breadcrumb element //
+      // e.g., if at /app/table/savedView/1                 //
       ////////////////////////////////////////////////////////
-      if(routes[i] === "savedView")
+      if (routes[i] === "savedView" && i == routes.length - 1)
       {
          continue;
       }
 
       ///////////////////////////////////////////////////////////////////////
       // avoid showing the table name if it's the element before savedView //
+      // e.g., when at /app/table/savedView/1 (so where i==1)              //
+      // we want to just be showing "App"                                  //
       ///////////////////////////////////////////////////////////////////////
-      if(i < routes.length - 1 && routes[i+1] == "savedView")
+      if (i < routes.length - 1 && routes[i + 1] == "savedView" && i == 1)
       {
          continue;
       }
 
-      if(routes[i] === "")
+      if (routes[i] === "")
       {
          continue;
       }

src/qqq/components/horseshoe/Footer.tsx

@@ -64,13 +64,14 @@ function Footer({company, links}: Props): JSX.Element
       <Box
          width="100%"
          display="flex"
-         flexDirection={{xs: "column", lg: "row"}}
+         flexDirection={{xs: "column", md: "row"}}
          justifyContent="space-between"
          alignItems="center"
          px={1.5}
          style={{
             position: "fixed", bottom: "0px", zIndex: -1, marginBottom: "10px",
          }}
+         left={{xs: "0", xl: "auto"}}
       >
          {
             href && name &&

src/qqq/components/horseshoe/NavBar.tsx

@@ -19,16 +19,16 @@
  * along with this program.  If not, see <https://www.gnu.org/licenses/>.
  */
 
-import {Popper, InputAdornment} from "@mui/material";
+import {Popper, InputAdornment, Box} from "@mui/material";
 import AppBar from "@mui/material/AppBar";
 import Autocomplete from "@mui/material/Autocomplete";
-import Box from "@mui/material/Box";
 import Icon from "@mui/material/Icon";
 import IconButton from "@mui/material/IconButton";
 import ListItemIcon from "@mui/material/ListItemIcon";
+import {Theme} from "@mui/material/styles";
 import TextField from "@mui/material/TextField";
 import Toolbar from "@mui/material/Toolbar";
-import React, {useContext, useEffect, useState} from "react";
+import React, {useContext, useEffect, useRef, useState} from "react";
 import {useLocation, useNavigate} from "react-router-dom";
 import QContext from "QContext";
 import QBreadcrumbs, {routeToLabel} from "qqq/components/horseshoe/Breadcrumbs";
@@ -45,7 +45,8 @@ interface Props
    isMini?: boolean;
 }
 
-interface HistoryEntry {
+interface HistoryEntry
+{
    id: number;
    path: string;
    label: string;
@@ -64,7 +65,7 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
    const route = useLocation().pathname.split("/").slice(1);
    const navigate = useNavigate();
 
-   const {pageHeader} = useContext(QContext);
+   const {pageHeader, setDotMenuOpen} = useContext(QContext);
 
    useEffect(() =>
    {
@@ -99,7 +100,7 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
       const options = [] as any;
       history.entries.reverse().forEach((entry, index) =>
          options.push({label: `${entry.label} index`, id: index, key: index, path: entry.path, iconName: entry.iconName})
-      )
+      );
       setHistory(options);
 
       // Remove event listener on cleanup
@@ -111,7 +112,7 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
    const goToHistory = (path: string) =>
    {
       navigate(path);
-   }
+   };
 
    function buildHistoryEntries()
    {
@@ -119,7 +120,7 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
       const options = [] as any;
       history.entries.reverse().forEach((entry, index) =>
          options.push({label: entry.label, id: index, key: index, path: entry.path, iconName: entry.iconName})
-      )
+      );
       setHistory(options);
    }
 
@@ -133,12 +134,12 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
 
    const handleAutocompleteOnChange = (event: any, value: any, reason: any, details: any) =>
    {
-      if(value)
+      if (value)
       {
          goToHistory(value.path);
       }
       setAutocompleteValue(null);
-   }
+   };
 
    const CustomPopper = function (props: any)
    {
@@ -146,8 +147,8 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
          {...props}
          style={{whiteSpace: "nowrap", width: "auto"}}
          placement="bottom-end"
-      />)
+      />);
-   }
+   };
 
    const renderHistory = () =>
    {
@@ -166,7 +167,7 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
             PopperComponent={CustomPopper}
             isOptionEqualToValue={(option, value) => option.id === value.id}
             sx={recentlyViewedMenu}
-            renderInput={(params) => <TextField {...params}  label="Recently Viewed Records" InputProps={{
+            renderInput={(params) => <TextField {...params} label="Recently Viewed Records" InputProps={{
                ...params.InputProps,
                endAdornment: (
                   <InputAdornment position="end">
@@ -184,7 +185,7 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
             )}
          />
       );
-   }
+   };
 
    // Styles for the navbar icons
    const iconsStyle = ({
@@ -210,21 +211,34 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
    const {pathToLabelMap} = useContext(QContext);
    const fullPathToLabel = (fullPath: string, route: string): string =>
    {
-      if(fullPath.endsWith("/"))
+      if (fullPath.endsWith("/"))
       {
          fullPath = fullPath.replace(/\/+$/, "");
       }
 
-      if(pathToLabelMap && pathToLabelMap[fullPath])
+      if (pathToLabelMap && pathToLabelMap[fullPath])
       {
          return pathToLabelMap[fullPath];
       }
 
       return (routeToLabel(route));
-   }
+   };
 
    const breadcrumbTitle = fullPathToLabel(fullPath, route[route.length - 1]);
 
+   ///////////////////////////////////////////////////////////////////////////////////////////////
+   // set the right-half of the navbar up so that below the 'md' breakpoint, it just disappears //
+   ///////////////////////////////////////////////////////////////////////////////////////////////
+   const navbarRowRight = (theme: Theme, {isMini}: any) =>
+   {
+      return {
+         [theme.breakpoints.down("md")]: {
+            display: "none",
+         },
+         ...navbarRow(theme, isMini)
+      }
+   };
+
    return (
       <AppBar
          position={absolute ? "absolute" : navbarType}
@@ -241,10 +255,15 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
                <QBreadcrumbs icon="home" title={breadcrumbTitle} route={route} light={light} />
             </Box>
             {isMini ? null : (
-               <Box sx={(theme) => navbarRow(theme, {isMini})}>
+               <Box sx={(theme) => navbarRowRight(theme, {isMini})}>
-                  <Box pr={0} mr={-2}>
+                  <Box mt={"-0.25rem"} pb={"0.75rem"} pr={2} mr={-2} sx={{"& *": {cursor: "pointer !important"}}}>
                      {renderHistory()}
                   </Box>
+                  <Box mt={"-1rem"}>
+                     <IconButton size="small" disableRipple color="inherit" onClick={() => setDotMenuOpen(true)}>
+                        <Icon sx={iconsStyle} fontSize="small">search</Icon>
+                     </IconButton>
+                  </Box>
                </Box>
             )}
          </Toolbar>

src/qqq/components/misc/ErrorBoundary.tsx

@@ -0,0 +1,74 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import React, {Component, ErrorInfo} from "react";
+
+interface Props
+{
+   errorElement?: React.ReactNode;
+   children: React.ReactNode;
+}
+
+interface State
+{
+   hasError: boolean;
+}
+
+/*******************************************************************************
+ ** Component that you can wrap around other components that might throw an error,
+ ** to give some isolation, rather than breaking a whole page.
+ ** Credit: https://medium.com/@bobjunior542/how-to-use-error-boundaries-in-react-js-with-typescript-ee90ec814bf1
+ *******************************************************************************/
+class ErrorBoundary extends Component<Props, State>
+{
+   /***************************************************************************
+    *
+    ***************************************************************************/
+   constructor(props: Props)
+   {
+      super(props);
+      this.state = {hasError: false};
+   }
+
+   /***************************************************************************
+    *
+    ***************************************************************************/
+   componentDidCatch(error: Error, errorInfo: ErrorInfo)
+   {
+      console.error("ErrorBoundary caught an error: ", error, errorInfo);
+      this.setState({hasError: true});
+   }
+
+   /***************************************************************************
+    *
+    ***************************************************************************/
+   render()
+   {
+      if (this.state.hasError)
+      {
+         return this.props.errorElement ?? <span>(Error)</span>;
+      }
+
+      return this.props.children;
+   }
+}
+
+export default ErrorBoundary;

src/qqq/components/misc/FieldAutoComplete.tsx

@@ -23,9 +23,11 @@
 import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
 import {QInstance} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QInstance";
 import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
+import {Box} from "@mui/material";
 import Autocomplete, {AutocompleteRenderOptionState} from "@mui/material/Autocomplete";
+import Icon from "@mui/material/Icon";
 import TextField from "@mui/material/TextField";
-import React, {ReactNode} from "react";
+import React, {ReactNode, useState} from "react";
 
 interface FieldAutoCompleteProps
 {
@@ -33,10 +35,17 @@ interface FieldAutoCompleteProps
    metaData: QInstance;
    tableMetaData: QTableMetaData;
    handleFieldChange: (event: any, newValue: any, reason: string) => void;
-   defaultValue?: {field: QFieldMetaData, table: QTableMetaData, fieldName: string};
+   defaultValue?: { field: QFieldMetaData, table: QTableMetaData, fieldName: string };
    autoFocus?: boolean;
    forceOpen?: boolean;
    hiddenFieldNames?: string[];
+   availableFieldNames?: string[];
+   variant?: "standard" | "filled" | "outlined";
+   label?: string;
+   textFieldSX?: any;
+   autocompleteSlotProps?: any;
+   hasError?: boolean;
+   noOptionsText?: string;
 }
 
 FieldAutoComplete.defaultProps =
@@ -44,17 +53,29 @@ FieldAutoComplete.defaultProps =
       defaultValue: null,
       autoFocus: false,
       forceOpen: null,
-      hiddenFieldNames: []
+      hiddenFieldNames: [],
+      availableFieldNames: [],
+      variant: "standard",
+      label: "Field",
+      textFieldSX: null,
+      autocompleteSlotProps: null,
+      hasError: false,
+      noOptionsText: "No options",
    };
 
-function makeFieldOptionsForTable(tableMetaData: QTableMetaData, fieldOptions: any[], isJoinTable: boolean, hiddenFieldNames: string[])
+function makeFieldOptionsForTable(tableMetaData: QTableMetaData, fieldOptions: any[], isJoinTable: boolean, hiddenFieldNames: string[], availableFieldNames: string[], selectedFieldName: string)
 {
    const sortedFields = [...tableMetaData.fields.values()].sort((a, b) => a.label.localeCompare(b.label));
    for (let i = 0; i < sortedFields.length; i++)
    {
       const fieldName = isJoinTable ? `${tableMetaData.name}.${sortedFields[i].name}` : sortedFields[i].name;
 
-      if(hiddenFieldNames && hiddenFieldNames.indexOf(fieldName) > -1)
+      if (hiddenFieldNames && hiddenFieldNames.indexOf(fieldName) > -1 && fieldName != selectedFieldName)
+      {
+         continue;
+      }
+
+      if (availableFieldNames?.length && availableFieldNames.indexOf(fieldName) == -1)
       {
          continue;
       }
@@ -63,10 +84,16 @@ function makeFieldOptionsForTable(tableMetaData: QTableMetaData, fieldOptions: a
    }
 }
 
-export default function FieldAutoComplete({id, metaData, tableMetaData, handleFieldChange, defaultValue, autoFocus, forceOpen, hiddenFieldNames}: FieldAutoCompleteProps): JSX.Element
+
+/*******************************************************************************
+ ** Component for rendering a list of field names from a table as an auto-complete.
+ *******************************************************************************/
+export default function FieldAutoComplete({id, metaData, tableMetaData, handleFieldChange, defaultValue, autoFocus, forceOpen, hiddenFieldNames, availableFieldNames, variant, label, textFieldSX, autocompleteSlotProps, hasError, noOptionsText}: FieldAutoCompleteProps): JSX.Element
 {
+   const [selectedFieldName, setSelectedFieldName] = useState(defaultValue ? defaultValue.fieldName : null);
+
    const fieldOptions: any[] = [];
-   makeFieldOptionsForTable(tableMetaData, fieldOptions, false, hiddenFieldNames);
+   makeFieldOptionsForTable(tableMetaData, fieldOptions, false, hiddenFieldNames, availableFieldNames, selectedFieldName);
    let fieldsGroupBy = null;
 
    if (tableMetaData.exposedJoins && tableMetaData.exposedJoins.length > 0)
@@ -77,7 +104,7 @@ export default function FieldAutoComplete({id, metaData, tableMetaData, handleFi
          if (metaData.tables.has(exposedJoin.joinTable.name))
          {
             fieldsGroupBy = (option: any) => `${option.table.label} fields`;
-            makeFieldOptionsForTable(exposedJoin.joinTable, fieldOptions, true, hiddenFieldNames);
+            makeFieldOptionsForTable(exposedJoin.joinTable, fieldOptions, true, hiddenFieldNames, availableFieldNames, selectedFieldName);
          }
       }
    }
@@ -130,27 +157,48 @@ export default function FieldAutoComplete({id, metaData, tableMetaData, handleFi
    // seems like, if we always add the open attribute, then if its false or null, then the autocomplete //
    // doesn't open at all... so, only add the attribute at all, if forceOpen is true                    //
    ///////////////////////////////////////////////////////////////////////////////////////////////////////
-   const alsoOpen: {[key: string]: any} = {}
+   const alsoOpen: { [key: string]: any } = {};
-   if(forceOpen)
+   if (forceOpen)
    {
       alsoOpen["open"] = forceOpen;
    }
 
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function onChange(event: any, newValue: any, reason: string)
+   {
+      setSelectedFieldName(newValue ? newValue.fieldName : null);
+      handleFieldChange(event, newValue, reason);
+   }
+
    return (
       <Autocomplete
          id={id}
-         renderInput={(params) => (<TextField {...params} autoFocus={autoFocus} label={"Field"} variant="standard" autoComplete="off" type="search" InputProps={{...params.InputProps}} />)}
+         renderInput={(params) =>
+         {
+            const inputProps = params.InputProps;
+            const originalEndAdornment = inputProps.endAdornment;
+            inputProps.endAdornment = <Box>
+               {hasError && <Icon color="error">error_outline</Icon>}
+               {originalEndAdornment}
+            </Box>;
+
+            return (<TextField {...params} autoFocus={autoFocus} label={label} variant={variant} sx={textFieldSX} autoComplete="off" type="search" InputProps={inputProps} />)
+         }}
          // @ts-ignore
          defaultValue={defaultValue}
          options={fieldOptions}
-         onChange={handleFieldChange}
+         onChange={onChange}
          isOptionEqualToValue={(option, value) => isFieldOptionEqual(option, value)}
          groupBy={fieldsGroupBy}
          getOptionLabel={(option) => getFieldOptionLabel(option)}
          renderOption={(props, option, state) => renderFieldOption(props, option, state)}
          autoSelect={true}
          autoHighlight={true}
-         slotProps={{popper: {className: "filterCriteriaRowColumnPopper", style: {padding: 0, width: "250px"}}}}
+         slotProps={autocompleteSlotProps ?? {}}
+         noOptionsText={noOptionsText}
          {...alsoOpen}
       />
 

src/qqq/components/misc/GotoRecordDialog.tsx

@@ -35,6 +35,7 @@ import DialogTitle from "@mui/material/DialogTitle";
 import Grid from "@mui/material/Grid";
 import Icon from "@mui/material/Icon";
 import TextField from "@mui/material/TextField";
+import {any} from "prop-types";
 import React, {useState} from "react";
 import {useNavigate} from "react-router-dom";
 import {QCancelButton} from "qqq/components/buttons/DefaultButtons";
@@ -61,7 +62,7 @@ const qController = Client.getInstance();
 function hasGotoFieldNames(tableMetaData: QTableMetaData): boolean
 {
    const mdbMetaData = tableMetaData?.supplementalTableMetaData?.get("materialDashboard");
-   if(mdbMetaData && mdbMetaData.gotoFieldNames)
+   if (mdbMetaData && mdbMetaData.gotoFieldNames)
    {
       return (true);
    }
@@ -71,44 +72,56 @@ function hasGotoFieldNames(tableMetaData: QTableMetaData): boolean
 
 function GotoRecordDialog(props: Props): JSX.Element
 {
-   const fields: QFieldMetaData[] = []
+   ///////////////////////////////////////////////////////////////////////////////////////////////////////////////
+   // this is an array of array of fields.                                                                      //
+   // that is - each entry in the top-level array is a set of fields that can be used together to goto a record //
+   // such as (pkey), (ukey-field1,ukey-field2).                                                                //
+   ///////////////////////////////////////////////////////////////////////////////////////////////////////////////
+   const options: QFieldMetaData[][] = [];
 
    let pkey = props?.tableMetaData?.fields.get(props?.tableMetaData?.primaryKeyField);
    let addedPkey = false;
    const mdbMetaData = props?.tableMetaData?.supplementalTableMetaData?.get("materialDashboard");
-   if(mdbMetaData)
+   if (mdbMetaData)
    {
-      if(mdbMetaData.gotoFieldNames)
+      if (mdbMetaData.gotoFieldNames)
       {
-         for(let i = 0; i<mdbMetaData.gotoFieldNames.length; i++)
+         for (let i = 0; i < mdbMetaData.gotoFieldNames.length; i++)
          {
-            // todo - multi-field keys!!
+            const option: QFieldMetaData[] = [];
-            let fieldName = mdbMetaData.gotoFieldNames[i][0];
+            options.push(option);
-            let field = props.tableMetaData.fields.get(fieldName);
+            for (let j = 0; j < mdbMetaData.gotoFieldNames[i].length; j++)
-            if(field)
             {
-               fields.push(field);
+               let fieldName = mdbMetaData.gotoFieldNames[i][j];
-
+               let field = props.tableMetaData.fields.get(fieldName);
-               if(field.name == pkey.name)
+               if (field)
                {
-                  addedPkey = true;
+                  option.push(field);
+
+                  if (pkey != null && field.name == pkey.name)
+                  {
+                     addedPkey = true;
+                  }
                }
             }
          }
       }
    }
 
-   if(pkey && !addedPkey)
+   //////////////////////////////////////////////////////////////////////////////////////////
+   // if pkey wasn't in the gotoField options meta-data, go ahead add it as an option here //
+   //////////////////////////////////////////////////////////////////////////////////////////
+   if (pkey && !addedPkey)
    {
-      fields.unshift(pkey);
+      options.unshift([pkey]);
    }
 
    const makeInitialValues = () =>
    {
-      const rs = {} as {[field: string]: string};
+      const rs = {} as { [field: string]: string };
-      fields.forEach((field) => rs[field.name] = "");
+      options.forEach((option) => option.forEach((field) => rs[field.name] = ""));
       return (rs);
-   }
+   };
 
    const [error, setError] = useState("");
    const [values, setValues] = useState(makeInitialValues());
@@ -118,49 +131,91 @@ function GotoRecordDialog(props: Props): JSX.Element
    {
       values[fieldName] = newValue;
       setValues(JSON.parse(JSON.stringify(values)));
-   }
+   };
 
    const close = () =>
    {
       setError("");
       setValues(makeInitialValues());
       props.closeHandler();
-   }
+   };
 
    const keyPressed = (e: React.KeyboardEvent<HTMLDivElement>) =>
    {
       // @ts-ignore
       const targetId: string = e.target?.id;
 
-      if(e.key == "Esc")
+      if (e.key == "Esc")
       {
-         if(props.mayClose)
+         if (props.mayClose)
          {
             close();
          }
       }
-      else if(e.key == "Enter" && targetId?.startsWith("gotoInput-"))
+      else if (e.key == "Enter" && targetId?.startsWith("gotoInput-"))
       {
-         const index = targetId?.replaceAll("gotoInput-", "");
+         const parts = targetId?.split(/-/);
+         const index = parts[1];
          document.getElementById("gotoButton-" + index).click();
       }
-   }
+   };
 
+
+   /***************************************************************************
+   ** event handler for close button
+   ***************************************************************************/
    const closeRequested = () =>
    {
-      if(props.mayClose)
+      if (props.mayClose)
       {
          close();
       }
+   };
+
+
+   /*******************************************************************************
+    ** function to say if an option's submit button should be disabled
+    *******************************************************************************/
+   const isOptionSubmitButtonDisabled = (optionIndex: number) =>
+   {
+      let anyFieldsInThisOptionHaveAValue = false;
+
+      options[optionIndex].forEach((field) =>
+      {
+         if(values[field.name])
+         {
+            anyFieldsInThisOptionHaveAValue = true;
+         }
+      })
+
+      if(!anyFieldsInThisOptionHaveAValue)
+      {
+         return (true);
+      }
+      return (false);
    }
 
-   const goClicked = async (fieldName: string) =>
+
+   /***************************************************************************
+   ** event handler for clicking an 'option's go/submit button
+   ***************************************************************************/
+   const optionGoClicked = async (optionIndex: number) =>
    {
       setError("");
-      const filter = new QQueryFilter([new QFilterCriteria(fieldName, QCriteriaOperator.EQUALS, [values[fieldName]])], null, "AND", null, 10);
+
+      const criteria: QFilterCriteria[] = [];
+      const queryStringParts: string[] = [];
+      options[optionIndex].forEach((field) =>
+      {
+         criteria.push(new QFilterCriteria(field.name, QCriteriaOperator.EQUALS, [values[field.name]]))
+         queryStringParts.push(`${field.name}=${encodeURIComponent(values[field.name])}`)
+      })
+
+      const filter = new QQueryFilter(criteria, null, null, "AND", null, 10);
+
       try
       {
-         const queryResult = await qController.query(props.tableMetaData.name, filter, null, props.tableVariant)
+         const queryResult = await qController.query(props.tableMetaData.name, filter, null, props.tableVariant);
          if (queryResult.length == 0)
          {
             setError("Record not found.");
@@ -168,28 +223,42 @@ function GotoRecordDialog(props: Props): JSX.Element
          }
          else if (queryResult.length == 1)
          {
-            navigate(`${props.metaData.getTablePathByName(props.tableMetaData.name)}/${encodeURIComponent(queryResult[0].values.get(props.tableMetaData.primaryKeyField))}`);
+            if(options[optionIndex].length == 1 && options[optionIndex][0].name == pkey?.name)
+            {
+               /////////////////////////////////////////////////
+               // navigate by pkey, if that's how we searched //
+               /////////////////////////////////////////////////
+               navigate(`${props.metaData.getTablePathByName(props.tableMetaData.name)}/${encodeURIComponent(queryResult[0].values.get(props.tableMetaData.primaryKeyField))}`);
+            }
+            else
+            {
+               /////////////////////////////////
+               // else navigate by unique-key //
+               /////////////////////////////////
+               navigate(`${props.metaData.getTablePathByName(props.tableMetaData.name)}/key/?${queryStringParts.join("&")}`);
+            }
+
             close();
          }
          else
          {
-            setError("More than 1 record found...");
+            setError("More than 1 record was found...");
             setTimeout(() => setError(""), 3000);
          }
       }
-      catch(e)
+      catch (e)
       {
          // @ts-ignore
          setError(`Error: ${(e && e.message) ? e.message : e}`);
          setTimeout(() => setError(""), 6000);
       }
-   }
+   };
 
-   if(props.tableMetaData)
+   if (props.tableMetaData)
    {
-      if (fields.length == 0 && !error)
+      if (options.length == 0 && !error)
       {
-         setError("This table is not configured for this feature.")
+         setError("This table is not configured for this feature.");
       }
    }
 
@@ -200,31 +269,38 @@ function GotoRecordDialog(props: Props): JSX.Element
          <DialogContent>
             {props.subHeader}
             {
-               fields.map((field, index) =>
+               options.map((option, optionIndex) =>
-                  (
+                  <Box key={optionIndex}>
-                     <Grid key={field.name} container alignItems="center" py={1}>
+                     {
-                        <Grid item xs={3} textAlign="right" pr={2}>
+                        option.map((field, index) =>
-                           {field.label}
+                           (
-                        </Grid>
+                              <Grid key={field.name} container alignItems="center" py={1}>
-                        <Grid item xs={6}>
+                                 <Grid item xs={3} textAlign="right" pr={2}>
-                           <TextField
+                                    {field.label}
-                              id={`gotoInput-${index}`}
+                                 </Grid>
-                              autoFocus={index == 0}
+                                 <Grid item xs={6}>
-                              autoComplete="off"
+                                    <TextField
-                              inputProps={{width: "100%"}}
+                                       id={`gotoInput-${optionIndex}-${index}`}
-                              onChange={(e) => handleChange(field.name, e.target.value)}
+                                       autoFocus={optionIndex == 0 && index == 0}
-                              value={values[field.name]}
+                                       autoComplete="off"
-                              sx={{width: "100%"}}
+                                       inputProps={{width: "100%"}}
-                              onFocus={event => event.target.select()}
+                                       onChange={(e) => handleChange(field.name, e.target.value)}
-                           />
+                                       value={values[field.name]}
-                        </Grid>
+                                       sx={{width: "100%"}}
-                        <Grid item xs={1} pl={2}>
+                                       onFocus={event => event.target.select()}
-                           <MDButton id={`gotoButton-${index}`} type="submit" variant="gradient" color="info" size="small" onClick={() => goClicked(field.name)} fullWidth startIcon={<Icon>double_arrow</Icon>} disabled={`${values[field.name]}`.length == 0}>
+                                    />
-                              Go
+                                 </Grid>
-                           </MDButton>
+                                 <Grid item xs={1} pl={2}>
-                        </Grid>
+                                    {
-                     </Grid>
+                                       (index == option.length - 1) &&
-                  ))
+                                       <MDButton id={`gotoButton-${optionIndex}`} type="submit" variant="gradient" color="info" size="small" onClick={() => optionGoClicked(optionIndex)} fullWidth startIcon={<Icon>double_arrow</Icon>} disabled={isOptionSubmitButtonDisabled(optionIndex)}>Go</MDButton>
+                                    }
+                                 </Grid>
+                              </Grid>
+                           ))
+                     }
+                  </Box>
+               )
             }
             {
                error &&
@@ -244,7 +320,7 @@ function GotoRecordDialog(props: Props): JSX.Element
                : <Box>&nbsp;</Box>
          }
       </Dialog>
-   )
+   );
 }
 
 interface GotoRecordButtonProps
@@ -266,7 +342,7 @@ GotoRecordButton.defaultProps = {
 
 export function GotoRecordButton(props: GotoRecordButtonProps): JSX.Element
 {
-   const [gotoIsOpen, setGotoIsOpen] = useState(props.autoOpen)
+   const [gotoIsOpen, setGotoIsOpen] = useState(props.autoOpen);
 
    function openGoto()
    {
@@ -282,7 +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/HelpContent.tsx

@@ -22,6 +22,7 @@
 import {QHelpContent} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QHelpContent";
 import Box from "@mui/material/Box";
 import parse from "html-react-parser";
+import ErrorBoundary from "qqq/components/misc/ErrorBoundary";
 import React, {useContext} from "react";
 import Markdown from "react-markdown";
 import QContext from "QContext";
@@ -128,6 +129,7 @@ function HelpContent({helpContents, roles, heading, helpContentKey}: Props): JSX
    let selectedHelpContent = getMatchingHelpContent(helpContentsArray, roles);
 
    let content = null;
+   let errorContent = "Error rendering help content.";
    if (helpHelpActive)
    {
       if (!selectedHelpContent)
@@ -135,6 +137,7 @@ function HelpContent({helpContents, roles, heading, helpContentKey}: Props): JSX
          selectedHelpContent = new QHelpContent({content: ""});
       }
       content = selectedHelpContent.content + ` [${helpContentKey ?? "?"}]`;
+      errorContent += ` [${helpContentKey ?? "?"}]`;
    }
    else if(selectedHelpContent)
    {
@@ -148,7 +151,9 @@ function HelpContent({helpContents, roles, heading, helpContentKey}: Props): JSX
    {
       return <Box display="inline" className="helpContent">
          {heading && <span className="header">{heading}</span>}
-         {formatHelpContent(content, selectedHelpContent.format)}
+         <ErrorBoundary errorElement={<i>{errorContent}</i>}>
+            {formatHelpContent(content, selectedHelpContent.format)}
+         </ErrorBoundary>
       </Box>;
    }
 

src/qqq/components/misc/QHierarchyAutoComplete.tsx

@@ -0,0 +1,795 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+
+import Box from "@mui/material/Box";
+import Button from "@mui/material/Button";
+import FormControlLabel from "@mui/material/FormControlLabel";
+import Icon from "@mui/material/Icon";
+import IconButton from "@mui/material/IconButton";
+import List from "@mui/material/List/List";
+import ListItem, {ListItemProps} from "@mui/material/ListItem/ListItem";
+import Menu from "@mui/material/Menu";
+import Switch from "@mui/material/Switch";
+import TextField from "@mui/material/TextField";
+import Tooltip from "@mui/material/Tooltip/Tooltip";
+import React, {useState} from "react";
+
+export type Option = { label: string, value: string | number, [key: string]: any }
+
+export type Group = { label: string, value: string | number, options: Option[], subGroups?: Group[], [key: string]: any }
+
+type StringOrNumber = string | number
+
+interface QHierarchyAutoCompleteProps
+{
+   idPrefix: string;
+   heading?: string;
+   placeholder?: string;
+   defaultGroup: Group;
+   showGroupHeaderEvenIfNoSubGroups: boolean;
+   optionValuesToHide?: StringOrNumber[];
+   buttonProps: any;
+   buttonChildren: JSX.Element | string;
+   menuDirection: "down" | "up";
+
+   isModeSelectOne?: boolean;
+   keepOpenAfterSelectOne?: boolean;
+   handleSelectedOption?: (option: Option, group: Group) => void;
+
+   isModeToggle?: boolean;
+   toggleStates?: { [optionValue: string]: boolean };
+   disabledStates?: { [optionValue: string]: boolean };
+   tooltips?: { [optionValue: string]: string };
+   handleToggleOption?: (option: Option, group: Group, newValue: boolean) => void;
+
+   optionEndAdornment?: JSX.Element;
+   handleAdornmentClick?: (option: Option, group: Group, event: React.MouseEvent<any>) => void;
+   forceRerender?: number
+}
+
+QHierarchyAutoComplete.defaultProps = {
+   menuDirection: "down",
+   showGroupHeaderEvenIfNoSubGroups: false,
+   isModeSelectOne: false,
+   keepOpenAfterSelectOne: false,
+   isModeToggle: false,
+};
+
+interface GroupWithOptions
+{
+   group?: Group;
+   options: Option[];
+}
+
+
+/***************************************************************************
+ ** a sort of re-implementation of Autocomplete, that can display headers
+ ** & children, which may be collapsable (Is that only for toggle mode?)
+ ** but which also can have adornments that trigger actions, or be in a
+ ** single-click-do-something mode.
+ *
+ ** Originally built just for fields  exposed on a table query screen, but
+ ** then factored out of that for use in bulk-load (where it wasn't based on
+ ** exposed joins).
+ ***************************************************************************/
+export default function QHierarchyAutoComplete({idPrefix, heading, placeholder, defaultGroup, showGroupHeaderEvenIfNoSubGroups, optionValuesToHide, buttonProps, buttonChildren, isModeSelectOne, keepOpenAfterSelectOne, isModeToggle, handleSelectedOption, toggleStates, disabledStates, tooltips, handleToggleOption, optionEndAdornment, handleAdornmentClick, menuDirection, forceRerender}: QHierarchyAutoCompleteProps): JSX.Element
+{
+   const [menuAnchorElement, setMenuAnchorElement] = useState(null);
+   const [searchText, setSearchText] = useState("");
+   const [focusedIndex, setFocusedIndex] = useState(null as number);
+
+   const [optionsByGroup, setOptionsByGroup] = useState([] as GroupWithOptions[]);
+   const [collapsedGroups, setCollapsedGroups] = useState({} as { [groupValue: string | number]: boolean });
+
+   const [lastMouseOverXY, setLastMouseOverXY] = useState({x: 0, y: 0});
+   const [timeOfLastArrow, setTimeOfLastArrow] = useState(0);
+
+   //////////////////
+   // check usages //
+   //////////////////
+   if(isModeSelectOne)
+   {
+      if(!handleSelectedOption)
+      {
+         throw("In QAutoComplete, if isModeSelectOne=true, then a callback for handleSelectedOption must be provided.");
+      }
+   }
+
+   if(isModeToggle)
+   {
+      if(!toggleStates)
+      {
+         throw("In QAutoComplete, if isModeToggle=true, then a model for toggleStates must be provided.");
+      }
+      if(!handleToggleOption)
+      {
+         throw("In QAutoComplete, if isModeToggle=true, then a callback for handleToggleOption must be provided.");
+      }
+   }
+
+   /////////////////////
+   // init some stuff //
+   /////////////////////
+   if (optionsByGroup.length == 0)
+   {
+      collapsedGroups[defaultGroup.value] = false;
+
+      if (defaultGroup.subGroups?.length > 0)
+      {
+         /////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+         // if we have exposed joins, put the table meta data with its fields, and then all of the join tables & fields too //
+         /////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+         optionsByGroup.push({group: defaultGroup, options: getGroupOptionsAsAlphabeticalArray(defaultGroup)});
+
+         for (let i = 0; i < defaultGroup.subGroups?.length; i++)
+         {
+            const subGroup = defaultGroup.subGroups[i];
+            optionsByGroup.push({group: subGroup, options: getGroupOptionsAsAlphabeticalArray(subGroup)});
+
+            collapsedGroups[subGroup.value] = false;
+         }
+      }
+      else
+      {
+         ///////////////////////////////////////////////////////////
+         // no exposed joins - just the table (w/o its meta-data) //
+         ///////////////////////////////////////////////////////////
+         optionsByGroup.push({options: getGroupOptionsAsAlphabeticalArray(defaultGroup)});
+      }
+
+      setOptionsByGroup(optionsByGroup);
+      setCollapsedGroups(collapsedGroups);
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function getGroupOptionsAsAlphabeticalArray(group: Group): Option[]
+   {
+      const options: Option[] = [];
+      group.options.forEach(option =>
+      {
+         let fullOptionValue = option.value;
+         if(group.value != defaultGroup.value)
+         {
+            fullOptionValue = `${defaultGroup.value}.${option.value}`;
+         }
+
+         if(optionValuesToHide && optionValuesToHide.indexOf(fullOptionValue) > -1)
+         {
+            return;
+         }
+         options.push(option)
+      });
+      options.sort((a, b) => a.label.localeCompare(b.label));
+      return (options);
+   }
+
+
+   const optionsByGroupToShow: GroupWithOptions[] = [];
+   let maxOptionIndex = 0;
+   optionsByGroup.forEach((groupWithOptions) =>
+   {
+      let optionsToShowForThisGroup = groupWithOptions.options.filter(doesOptionMatchSearchText);
+      if (optionsToShowForThisGroup.length > 0)
+      {
+         optionsByGroupToShow.push({group: groupWithOptions.group, options: optionsToShowForThisGroup});
+         maxOptionIndex += optionsToShowForThisGroup.length;
+      }
+   });
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function doesOptionMatchSearchText(option: Option): boolean
+   {
+      if (searchText == "")
+      {
+         return (true);
+      }
+
+      const columnLabelMinusTable = option.label.replace(/.*: /, "");
+      if (columnLabelMinusTable.toLowerCase().startsWith(searchText.toLowerCase()))
+      {
+         return (true);
+      }
+
+      try
+      {
+         ////////////////////////////////////////////////////////////
+         // try to match word-boundary followed by the filter text //
+         // e.g., "name" would match "First Name" or "Last Name"   //
+         ////////////////////////////////////////////////////////////
+         const re = new RegExp("\\b" + searchText.toLowerCase());
+         if (columnLabelMinusTable.toLowerCase().match(re))
+         {
+            return (true);
+         }
+      }
+      catch (e)
+      {
+         //////////////////////////////////////////////////////////////////////////////////
+         // in case text is an invalid regex... well, at least do a starts-with match... //
+         //////////////////////////////////////////////////////////////////////////////////
+         if (columnLabelMinusTable.toLowerCase().startsWith(searchText.toLowerCase()))
+         {
+            return (true);
+         }
+      }
+
+      const tableLabel = option.label.replace(/:.*/, "");
+      if (tableLabel)
+      {
+         try
+         {
+            ////////////////////////////////////////////////////////////
+            // try to match word-boundary followed by the filter text //
+            // e.g., "name" would match "First Name" or "Last Name"   //
+            ////////////////////////////////////////////////////////////
+            const re = new RegExp("\\b" + searchText.toLowerCase());
+            if (tableLabel.toLowerCase().match(re))
+            {
+               return (true);
+            }
+         }
+         catch (e)
+         {
+            //////////////////////////////////////////////////////////////////////////////////
+            // in case text is an invalid regex... well, at least do a starts-with match... //
+            //////////////////////////////////////////////////////////////////////////////////
+            if (tableLabel.toLowerCase().startsWith(searchText.toLowerCase()))
+            {
+               return (true);
+            }
+         }
+      }
+
+      return (false);
+   }
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function openMenu(event: any)
+   {
+      setFocusedIndex(null);
+      setMenuAnchorElement(event.currentTarget);
+      setTimeout(() =>
+      {
+         document.getElementById(`field-list-dropdown-${idPrefix}-textField`).focus();
+         doSetFocusedIndex(0, true);
+      });
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function closeMenu()
+   {
+      setMenuAnchorElement(null);
+   }
+
+
+   /*******************************************************************************
+    ** Event handler for toggling an option in toggle mode
+    *******************************************************************************/
+   function handleOptionToggle(event: React.ChangeEvent<HTMLInputElement>, option: Option, group: Group)
+   {
+      event.stopPropagation();
+      handleToggleOption(option, group, event.target.checked);
+   }
+
+
+   /*******************************************************************************
+    ** Event handler for toggling a group in toggle mode
+    *******************************************************************************/
+   function handleGroupToggle(event: React.ChangeEvent<HTMLInputElement>, group: Group)
+   {
+      event.stopPropagation();
+
+      const optionsList = [...group.options.values()];
+      for (let i = 0; i < optionsList.length; i++)
+      {
+         const option = optionsList[i];
+         if (doesOptionMatchSearchText(option))
+         {
+            handleToggleOption(option, group, event.target.checked);
+         }
+      }
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function toggleCollapsedGroup(value: string | number)
+   {
+      collapsedGroups[value] = !collapsedGroups[value];
+      setCollapsedGroups(Object.assign({}, collapsedGroups));
+   }
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function getShownOptionAndGroupByIndex(targetIndex: number): { option: Option, group: Group }
+   {
+      let index = -1;
+      for (let i = 0; i < optionsByGroupToShow.length; i++)
+      {
+         const groupWithOption = optionsByGroupToShow[i];
+         for (let j = 0; j < groupWithOption.options.length; j++)
+         {
+            index++;
+
+            if (index == targetIndex)
+            {
+               return {option: groupWithOption.options[j], group: groupWithOption.group};
+            }
+         }
+      }
+
+      return (null);
+   }
+
+
+   /*******************************************************************************
+    ** event handler for keys presses
+    *******************************************************************************/
+   function keyDown(event: any)
+   {
+      // console.log(`Event key: ${event.key}`);
+      setTimeout(() => document.getElementById(`field-list-dropdown-${idPrefix}-textField`).focus());
+
+      if (isModeSelectOne && event.key == "Enter" && focusedIndex != null)
+      {
+         setTimeout(() =>
+         {
+            event.stopPropagation();
+
+            const {option, group} = getShownOptionAndGroupByIndex(focusedIndex);
+            if (option)
+            {
+               const fullOptionValue = group && group.value != defaultGroup.value ? `${group.value}.${option.value}` : option.value;
+               const isDisabled = disabledStates && disabledStates[fullOptionValue]
+               if(isDisabled)
+               {
+                  return;
+               }
+
+               if(!keepOpenAfterSelectOne)
+               {
+                  closeMenu();
+               }
+
+               handleSelectedOption(option, group ?? defaultGroup);
+
+            }
+         });
+         return;
+      }
+
+      const keyOffsetMap: { [key: string]: number } = {
+         "End": 10000,
+         "Home": -10000,
+         "ArrowDown": 1,
+         "ArrowUp": -1,
+         "PageDown": 5,
+         "PageUp": -5,
+      };
+
+      const offset = keyOffsetMap[event.key];
+      if (offset)
+      {
+         event.stopPropagation();
+         setTimeOfLastArrow(new Date().getTime());
+
+         if (isModeSelectOne)
+         {
+            let startIndex = focusedIndex;
+            if (offset > 0)
+            {
+               /////////////////
+               // a down move //
+               /////////////////
+               if (startIndex == null)
+               {
+                  startIndex = -1;
+               }
+
+               let goalIndex = startIndex + offset;
+               if (goalIndex > maxOptionIndex - 1)
+               {
+                  goalIndex = maxOptionIndex - 1;
+               }
+
+               doSetFocusedIndex(goalIndex, true);
+            }
+            else
+            {
+               ////////////////
+               // an up move //
+               ////////////////
+               let goalIndex = startIndex + offset;
+               if (goalIndex < 0)
+               {
+                  goalIndex = 0;
+               }
+
+               doSetFocusedIndex(goalIndex, true);
+            }
+         }
+      }
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function doSetFocusedIndex(i: number, tryToScrollIntoView: boolean): void
+   {
+      if (isModeSelectOne)
+      {
+         setFocusedIndex(i);
+         console.log(`Setting index to ${i}`);
+
+         if (tryToScrollIntoView)
+         {
+            const element = document.getElementById(`field-list-dropdown-${idPrefix}-${i}`);
+            element?.scrollIntoView({block: "center"});
+         }
+      }
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function setFocusedOption(option: Option, group: Group, tryToScrollIntoView: boolean)
+   {
+      let index = -1;
+      for (let i = 0; i < optionsByGroupToShow.length; i++)
+      {
+         const groupWithOption = optionsByGroupToShow[i];
+         for (let j = 0; j < groupWithOption.options.length; j++)
+         {
+            const loopOption = groupWithOption.options[j];
+            index++;
+
+            const groupMatches = (group == null || group.value == groupWithOption.group.value);
+            if (groupMatches && option.value == loopOption.value)
+            {
+               doSetFocusedIndex(index, tryToScrollIntoView);
+               return;
+            }
+         }
+      }
+   }
+
+
+   /*******************************************************************************
+    ** event handler for mouse-over the menu
+    *******************************************************************************/
+   function handleMouseOver(event: React.MouseEvent<HTMLAnchorElement> | React.MouseEvent<HTMLDivElement> | React.MouseEvent<HTMLLIElement>, option: Option, group: Group, isDisabled: boolean)
+   {
+      //////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      // so we're trying to fix the case where, if you put your mouse over an element, but then press up/down arrows,                                     //
+      // where the mouse will become over a different element after the scroll, and the focus will follow the mouse instead of keyboard.                  //
+      // the last x/y isn't really useful, because the mouse generally isn't left exactly where it was when the mouse-over happened (edge of the element) //
+      // but the keyboard last-arrow time that we capture, that's what's actually being useful in here                                                    //
+      //////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      if (event.clientX == lastMouseOverXY.x && event.clientY == lastMouseOverXY.y)
+      {
+         // console.log("mouse didn't move, so, doesn't count");
+         return;
+      }
+
+      const now = new Date().getTime();
+      // console.log(`Compare now [${now}] to last arrow [${timeOfLastArrow}] (diff: [${now - timeOfLastArrow}])`);
+      if (now < timeOfLastArrow + 300)
+      {
+         // console.log("An arrow event happened less than 300 mills ago, so doesn't count.");
+         return;
+      }
+
+      // console.log("yay, mouse over...");
+      if(isDisabled)
+      {
+         setFocusedIndex(null);
+      }
+      else
+      {
+         setFocusedOption(option, group, false);
+      }
+      setLastMouseOverXY({x: event.clientX, y: event.clientY});
+   }
+
+
+   /*******************************************************************************
+    ** event handler for text input changes
+    *******************************************************************************/
+   function updateSearch(event: React.ChangeEvent<HTMLInputElement>)
+   {
+      setSearchText(event?.target?.value ?? "");
+      doSetFocusedIndex(0, true);
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function doHandleAdornmentClick(option: Option, group: Group, event: React.MouseEvent<any>)
+   {
+      console.log("In doHandleAdornmentClick");
+      closeMenu();
+      handleAdornmentClick(option, group, event);
+   }
+
+   /////////////////////////////////////////////////////////
+   // compute the group-level toggle state & count values //
+   /////////////////////////////////////////////////////////
+   const groupToggleStates: { [value: string]: boolean } = {};
+   const groupToggleCounts: { [value: string]: number } = {};
+
+   if (isModeToggle)
+   {
+      const {allOn, count} = getGroupToggleState(defaultGroup, true);
+      groupToggleStates[defaultGroup.value] = allOn;
+      groupToggleCounts[defaultGroup.value] = count;
+
+      for (let i = 0; i < defaultGroup.subGroups?.length; i++)
+      {
+         const subGroup = defaultGroup.subGroups[i];
+         const {allOn, count} = getGroupToggleState(subGroup, false);
+         groupToggleStates[subGroup.value] = allOn;
+         groupToggleCounts[subGroup.value] = count;
+      }
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function getGroupToggleState(group: Group, isMainGroup: boolean): {allOn: boolean, count: number}
+   {
+      const optionsList = [...group.options.values()];
+      let allOn = true;
+      let count = 0;
+      for (let i = 0; i < optionsList.length; i++)
+      {
+         const option = optionsList[i];
+         const name = isMainGroup ? option.value : `${group.value}.${option.value}`;
+         if(!toggleStates[name])
+         {
+            allOn = false;
+         }
+         else
+         {
+            count++;
+         }
+      }
+
+      return ({allOn: allOn, count: count});
+   }
+
+
+   let index = -1;
+   const textFieldId = `field-list-dropdown-${idPrefix}-textField`;
+   let listItemPadding = isModeToggle ? "0.125rem" : "0.5rem";
+
+   ///////////////////////////////////////////////////////////////////////////////////////////////////////////////
+   // for z-indexes, we set each table header to i+1, then the fields in that table to i (so they go behind it) //
+   // then we increment i by 2 for the next table (so the next header goes above the previous header)           //
+   // this fixes a thing where, if one table's name wrapped to 2 lines, then when the next table below it would //
+   // come up, if it was only 1 line, then the second line from the previous one would bleed through.           //
+   ///////////////////////////////////////////////////////////////////////////////////////////////////////////////
+   let zIndex = 1;
+
+   return (
+      <>
+         <Button onClick={openMenu} {...buttonProps}>
+            {buttonChildren}
+         </Button>
+         <Menu
+            anchorEl={menuAnchorElement}
+            anchorOrigin={{vertical: menuDirection == "down" ? "bottom" : "top", horizontal: "left"}}
+            transformOrigin={{vertical: menuDirection == "down" ? "top" : "bottom", horizontal: "left"}}
+            open={menuAnchorElement != null}
+            onClose={closeMenu}
+            onKeyDown={keyDown} // this is added here so arrow-key-up/down events don't make the whole menu become "focused" (blue outline).  it works.
+            keepMounted
+         >
+            <Box width={isModeToggle ? "305px" : "265px"} borderRadius={2} className={`fieldListMenuBody fieldListMenuBody-${idPrefix}`}>
+               {
+                  heading &&
+                  <Box px={1} py={0.5} fontWeight={"700"}>
+                     {heading}
+                  </Box>
+               }
+               <Box p={1} pt={0.5}>
+                  <TextField id={textFieldId} variant="outlined" placeholder={placeholder ?? "Search Fields"} fullWidth value={searchText} onChange={updateSearch} onKeyDown={keyDown} inputProps={{sx: {pr: "2rem"}}} />
+                  {
+                     searchText != "" && <IconButton sx={{position: "absolute", right: "0.5rem", top: "0.5rem"}} onClick={() =>
+                     {
+                        updateSearch(null);
+                        document.getElementById(textFieldId).focus();
+                     }}><Icon fontSize="small">close</Icon></IconButton>
+                  }
+               </Box>
+               <Box maxHeight={"445px"} minHeight={"445px"} overflow="auto" mr={"-0.5rem"} sx={{scrollbarGutter: "stable"}}>
+                  <List sx={{px: "0.5rem", cursor: "default"}}>
+                     {
+                        optionsByGroupToShow.map((groupWithOptions) =>
+                        {
+                           let headerContents = null;
+                           const headerGroup = groupWithOptions.group || defaultGroup;
+                           if (groupWithOptions.group || showGroupHeaderEvenIfNoSubGroups)
+                           {
+                              headerContents = (<b>{headerGroup.label}</b>);
+                           }
+
+                           if (isModeToggle)
+                           {
+                              headerContents = (<FormControlLabel
+                                 sx={{display: "flex", alignItems: "flex-start", "& .MuiFormControlLabel-label": {lineHeight: "1.4", fontWeight: "500 !important"}}}
+                                 control={<Switch
+                                    size="small"
+                                    sx={{top: "1px"}}
+                                    checked={toggleStates[headerGroup.value]}
+                                    onChange={(event) => handleGroupToggle(event, headerGroup)}
+                                 />}
+                                 label={<span style={{marginTop: "0.25rem", display: "inline-block"}}><b>{headerGroup.label} Fields</b>&nbsp;<span style={{fontWeight: 400}}>({groupToggleCounts[headerGroup.value]})</span></span>} />);
+                           }
+
+                           if (isModeToggle)
+                           {
+                              headerContents = (
+                                 <>
+                                    <IconButton
+                                       onClick={() => toggleCollapsedGroup(headerGroup.value)}
+                                       sx={{justifyContent: "flex-start", fontSize: "0.875rem", pt: 0.5, pb: 0, mr: "0.25rem"}}
+                                       disableRipple={true}
+                                    >
+                                       <Icon sx={{fontSize: "1.5rem !important", position: "relative", top: "2px"}}>{collapsedGroups[headerGroup.value] ? "expand_less" : "expand_more"}</Icon>
+                                    </IconButton>
+                                    {headerContents}
+                                 </>
+                              );
+                           }
+
+                           let marginLeft = "unset";
+                           if (isModeToggle)
+                           {
+                              marginLeft = "-1rem";
+                           }
+
+                           zIndex += 2;
+
+                           return (
+                              <React.Fragment key={groupWithOptions.group?.value ?? "theGroup"}>
+                                 <>
+                                    {headerContents && <ListItem sx={{position: "sticky", top: -1, zIndex: zIndex + 1, padding: listItemPadding, ml: marginLeft, display: "flex", alignItems: "flex-start", backgroundImage: "linear-gradient(to bottom, rgba(255,255,255,1), rgba(255,255,255,1) 90%, rgba(255,255,255,0))"}}>{headerContents}</ListItem>}
+                                    {
+                                       groupWithOptions.options.map((option) =>
+                                       {
+                                          index++;
+                                          const key = `${groupWithOptions?.group?.value}-${option.value}`;
+
+                                          let label: JSX.Element | string = option.label;
+                                          const fullOptionValue = groupWithOptions.group && groupWithOptions.group.value != defaultGroup.value ? `${groupWithOptions.group.value}.${option.value}` : option.value;
+                                          const isDisabled = disabledStates && disabledStates[fullOptionValue]
+
+                                          if (collapsedGroups[headerGroup.value])
+                                          {
+                                             return (<React.Fragment key={key} />);
+                                          }
+
+                                          let style = {};
+                                          if (index == focusedIndex)
+                                          {
+                                             style = {backgroundColor: "#EFEFEF"};
+                                          }
+
+                                          const onClick: ListItemProps = {};
+                                          if (isModeSelectOne)
+                                          {
+                                             onClick.onClick = () =>
+                                             {
+                                                if(isDisabled)
+                                                {
+                                                   return;
+                                                }
+
+                                                if(!keepOpenAfterSelectOne)
+                                                {
+                                                   closeMenu();
+                                                }
+                                                handleSelectedOption(option, groupWithOptions.group ?? defaultGroup);
+                                             };
+                                          }
+
+                                          if (optionEndAdornment)
+                                          {
+                                             label = <Box width="100%" display="inline-flex" justifyContent="space-between">
+                                                {label}
+                                                <Box onClick={(event) => handleAdornmentClick(option, groupWithOptions.group, event)}>
+                                                   {optionEndAdornment}
+                                                </Box>
+                                             </Box>;
+                                          }
+
+                                          let contents = <>{label}</>;
+                                          let paddingLeft = "0.5rem";
+
+                                          if (isModeToggle)
+                                          {
+                                             contents = (<FormControlLabel
+                                                sx={{display: "flex", alignItems: "flex-start", "& .MuiFormControlLabel-label": {lineHeight: "1.4", color: "#606060", fontWeight: "500 !important"}}}
+                                                control={<Switch
+                                                   size="small"
+                                                   sx={{top: "-3px"}}
+                                                   checked={toggleStates[fullOptionValue]}
+                                                   onChange={(event) => handleOptionToggle(event, option, groupWithOptions.group)}
+                                                />}
+                                                label={label} />);
+                                             paddingLeft = "2.5rem";
+                                          }
+
+                                          const listItem = <ListItem
+                                             key={key}
+                                             id={`field-list-dropdown-${idPrefix}-${index}`}
+                                             sx={{color: isDisabled ? "#C0C0C0" : "#757575", p: 1, borderRadius: ".5rem", padding: listItemPadding, pl: paddingLeft, scrollMarginTop: "3rem", zIndex: zIndex, background: "#FFFFFF", ...style}}
+                                             onMouseOver={(event) => 
+                                             {
+                                                handleMouseOver(event, option, groupWithOptions.group, isDisabled)
+                                             }}
+                                             {...onClick}
+                                          >{contents}</ListItem>;
+
+                                          if(tooltips[fullOptionValue])
+                                          {
+                                             return <Tooltip key={key} title={tooltips[fullOptionValue]} placement="right" enterDelay={500}>{listItem}</Tooltip>
+                                          }
+                                          else
+                                          {
+
+                                             return listItem
+                                          }
+                                       })
+                                    }
+                                 </>
+                              </React.Fragment>
+                           );
+                        })
+                     }
+                     {
+                        index == -1 && <ListItem sx={{p: "0.5rem"}}><i>No options found.</i></ListItem>
+                     }
+                  </List>
+               </Box>
+            </Box>
+         </Menu>
+      </>
+   );
+}

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/SavedBulkLoadProfiles.tsx

@@ -0,0 +1,790 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2022.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import {QController} from "@kingsrook/qqq-frontend-core/lib/controllers/QController";
+import {QInstance} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QInstance";
+import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
+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, 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";
+import DialogTitle from "@mui/material/DialogTitle";
+import Divider from "@mui/material/Divider";
+import Icon from "@mui/material/Icon";
+import ListItemIcon from "@mui/material/ListItemIcon";
+import Menu from "@mui/material/Menu";
+import MenuItem from "@mui/material/MenuItem";
+import TextField from "@mui/material/TextField";
+import Tooltip from "@mui/material/Tooltip";
+import {TooltipProps} from "@mui/material/Tooltip/Tooltip";
+import FormData from "form-data";
+import QContext from "QContext";
+import colors from "qqq/assets/theme/base/colors";
+import {QCancelButton, QDeleteButton, QSaveButton} from "qqq/components/buttons/DefaultButtons";
+import {BulkLoadMapping, BulkLoadTableStructure, FileDescription} from "qqq/models/processes/BulkLoadModels";
+import Client from "qqq/utils/qqq/Client";
+import {SavedBulkLoadProfileUtils} from "qqq/utils/qqq/SavedBulkLoadProfileUtils";
+import React, {useContext, useEffect, useRef, useState} from "react";
+import {useLocation} from "react-router-dom";
+
+interface Props
+{
+   metaData: QInstance,
+   tableMetaData: QTableMetaData,
+   tableStructure: BulkLoadTableStructure,
+   currentSavedBulkLoadProfileRecord: QRecord,
+   currentMapping: BulkLoadMapping,
+   bulkLoadProfileOnChangeCallback?: (record: QRecord | null) => void,
+   allowSelectingProfile?: boolean,
+   fileDescription?: FileDescription,
+   bulkLoadProfileResetToSuggestedMappingCallback?: () => void
+}
+
+SavedBulkLoadProfiles.defaultProps = {
+   allowSelectingProfile: true
+};
+
+const qController = Client.getInstance();
+
+/***************************************************************************
+ ** menu-button, text elements, and modal(s) that let you work with saved
+ ** bulk-load profiles.
+ ***************************************************************************/
+function SavedBulkLoadProfiles({metaData, tableMetaData, tableStructure, currentSavedBulkLoadProfileRecord, bulkLoadProfileOnChangeCallback, currentMapping, allowSelectingProfile, fileDescription, bulkLoadProfileResetToSuggestedMappingCallback}: Props): JSX.Element
+{
+   const [yourSavedBulkLoadProfiles, setYourSavedBulkLoadProfiles] = useState([] as QRecord[]);
+   const [bulkLoadProfilesSharedWithYou, setBulkLoadProfilesSharedWithYou] = useState([] as QRecord[]);
+   const [savedBulkLoadProfilesMenu, setSavedBulkLoadProfilesMenu] = useState(null);
+   const [savedBulkLoadProfilesHaveLoaded, setSavedBulkLoadProfilesHaveLoaded] = useState(false);
+   const [isSubmitting, setIsSubmitting] = useState(false);
+
+   const [savePopupOpen, setSavePopupOpen] = useState(false);
+   const [isSaveAsAction, setIsSaveAsAction] = useState(false);
+   const [isRenameAction, setIsRenameAction] = useState(false);
+   const [isDeleteAction, setIsDeleteAction] = useState(false);
+   const [savedBulkLoadProfileNameInputValue, setSavedBulkLoadProfileNameInputValue] = useState(null as string);
+   const [popupAlertContent, setPopupAlertContent] = useState("");
+
+   const [savedSuccessMessage, setSavedSuccessMessage] = useState(null as string);
+   const [savedFailedMessage, setSavedFailedMessage] = useState(null as string);
+
+   const anchorRef = useRef<HTMLDivElement>(null);
+   const location = useLocation();
+   const [saveOptionsOpen, setSaveOptionsOpen] = useState(false);
+
+   const SAVE_OPTION = "Save...";
+   const DUPLICATE_OPTION = "Duplicate...";
+   const RENAME_OPTION = "Rename...";
+   const DELETE_OPTION = "Delete...";
+   const CLEAR_OPTION = "New Profile";
+   const RESET_TO_SUGGESTION = "Reset to Suggested Mapping";
+
+   const {accentColor, accentColorLight, userId: currentUserId} = useContext(QContext);
+
+   const openSavedBulkLoadProfilesMenu = (event: any) => setSavedBulkLoadProfilesMenu(event.currentTarget);
+   const closeSavedBulkLoadProfilesMenu = () => setSavedBulkLoadProfilesMenu(null);
+
+   ////////////////////////////////////////////////////////////////////////
+   // load records on first run (if user is allowed to select a profile) //
+   ////////////////////////////////////////////////////////////////////////
+   useEffect(() =>
+   {
+      if (allowSelectingProfile)
+      {
+         loadSavedBulkLoadProfiles()
+            .then(() =>
+            {
+               setSavedBulkLoadProfilesHaveLoaded(true);
+            });
+      }
+   }, []);
+
+
+   const baseBulkLoadMapping: BulkLoadMapping = currentSavedBulkLoadProfileRecord ? BulkLoadMapping.fromSavedProfileRecord(tableStructure, currentSavedBulkLoadProfileRecord) : new BulkLoadMapping(tableStructure);
+   const bulkLoadProfileDiffs: any[] = SavedBulkLoadProfileUtils.diffBulkLoadMappings(tableStructure, fileDescription, baseBulkLoadMapping, currentMapping);
+   let bulkLoadProfileIsModified = false;
+   if (bulkLoadProfileDiffs.length > 0)
+   {
+      bulkLoadProfileIsModified = true;
+   }
+
+   /*******************************************************************************
+    ** make request to load all saved profiles from backend
+    *******************************************************************************/
+   async function loadSavedBulkLoadProfiles()
+   {
+      if (!tableMetaData)
+      {
+         return;
+      }
+
+      const formData = new FormData();
+      formData.append("tableName", tableMetaData.name);
+
+      const savedBulkLoadProfiles = await makeSavedBulkLoadProfileRequest("querySavedBulkLoadProfile", formData);
+      const yourSavedBulkLoadProfiles: QRecord[] = [];
+      const bulkLoadProfilesSharedWithYou: QRecord[] = [];
+      for (let i = 0; i < savedBulkLoadProfiles.length; i++)
+      {
+         const record = savedBulkLoadProfiles[i];
+         if (record.values.get("userId") == currentUserId)
+         {
+            yourSavedBulkLoadProfiles.push(record);
+         }
+         else
+         {
+            bulkLoadProfilesSharedWithYou.push(record);
+         }
+      }
+      setYourSavedBulkLoadProfiles(yourSavedBulkLoadProfiles);
+      setBulkLoadProfilesSharedWithYou(bulkLoadProfilesSharedWithYou);
+   }
+
+
+   /*******************************************************************************
+    ** fired when a saved record is clicked from the dropdown
+    *******************************************************************************/
+   const handleSavedBulkLoadProfileRecordOnClick = async (record: QRecord) =>
+   {
+      setSavePopupOpen(false);
+      closeSavedBulkLoadProfilesMenu();
+
+      if (bulkLoadProfileOnChangeCallback)
+      {
+         bulkLoadProfileOnChangeCallback(record);
+      }
+   };
+
+
+   /*******************************************************************************
+    ** fired when a save option is selected from the save... button/dropdown combo
+    *******************************************************************************/
+   const handleDropdownOptionClick = (optionName: string) =>
+   {
+      setSaveOptionsOpen(false);
+      setPopupAlertContent("");
+      closeSavedBulkLoadProfilesMenu();
+      setSavePopupOpen(true);
+      setIsSaveAsAction(false);
+      setIsRenameAction(false);
+      setIsDeleteAction(false);
+
+      switch (optionName)
+      {
+         case SAVE_OPTION:
+            if (currentSavedBulkLoadProfileRecord == null)
+            {
+               setSavedBulkLoadProfileNameInputValue("");
+            }
+            break;
+         case DUPLICATE_OPTION:
+            setSavedBulkLoadProfileNameInputValue("");
+            setIsSaveAsAction(true);
+            break;
+         case CLEAR_OPTION:
+            setSavePopupOpen(false);
+            if (bulkLoadProfileOnChangeCallback)
+            {
+               bulkLoadProfileOnChangeCallback(null);
+            }
+            break;
+         case RESET_TO_SUGGESTION:
+            setSavePopupOpen(false);
+            if(bulkLoadProfileResetToSuggestedMappingCallback)
+            {
+               bulkLoadProfileResetToSuggestedMappingCallback();
+            }
+            break;
+         case RENAME_OPTION:
+            if (currentSavedBulkLoadProfileRecord != null)
+            {
+               setSavedBulkLoadProfileNameInputValue(currentSavedBulkLoadProfileRecord.values.get("label"));
+            }
+            setIsRenameAction(true);
+            break;
+         case DELETE_OPTION:
+            setIsDeleteAction(true);
+            break;
+      }
+   };
+
+
+   /*******************************************************************************
+    ** fired when save or delete button saved on confirmation dialogs
+    *******************************************************************************/
+   async function handleDialogButtonOnClick()
+   {
+      try
+      {
+         setPopupAlertContent("");
+         setIsSubmitting(true);
+
+         const formData = new FormData();
+         if (isDeleteAction)
+         {
+            formData.append("id", currentSavedBulkLoadProfileRecord.values.get("id"));
+            await makeSavedBulkLoadProfileRequest("deleteSavedBulkLoadProfile", formData);
+
+            setSavePopupOpen(false);
+            setSaveOptionsOpen(false);
+
+            await (async () =>
+            {
+               handleDropdownOptionClick(CLEAR_OPTION);
+            })();
+         }
+         else
+         {
+            formData.append("tableName", tableMetaData.name);
+
+            /////////////////////////////////////////////////////////////////////////////////////////
+            // convert the BulkLoadMapping object to a BulkLoadProfile - the thing that gets saved //
+            /////////////////////////////////////////////////////////////////////////////////////////
+            const bulkLoadProfile = currentMapping.toProfile();
+            const mappingJson = JSON.stringify(bulkLoadProfile.profile);
+            formData.append("mappingJson", mappingJson);
+
+            if (isSaveAsAction || isRenameAction || currentSavedBulkLoadProfileRecord == null)
+            {
+               formData.append("label", savedBulkLoadProfileNameInputValue);
+               if (currentSavedBulkLoadProfileRecord != null && isRenameAction)
+               {
+                  formData.append("id", currentSavedBulkLoadProfileRecord.values.get("id"));
+               }
+            }
+            else
+            {
+               formData.append("id", currentSavedBulkLoadProfileRecord.values.get("id"));
+               formData.append("label", currentSavedBulkLoadProfileRecord?.values.get("label"));
+            }
+            const recordList = await makeSavedBulkLoadProfileRequest("storeSavedBulkLoadProfile", formData);
+            await (async () =>
+            {
+               if (recordList && recordList.length > 0)
+               {
+                  setSavedBulkLoadProfilesHaveLoaded(false);
+                  setSavedSuccessMessage("Profile Saved.");
+                  setTimeout(() => setSavedSuccessMessage(null), 2500);
+
+                  if (allowSelectingProfile)
+                  {
+                     loadSavedBulkLoadProfiles();
+                     handleSavedBulkLoadProfileRecordOnClick(recordList[0]);
+                  }
+                  else
+                  {
+                     if (bulkLoadProfileOnChangeCallback)
+                     {
+                        bulkLoadProfileOnChangeCallback(recordList[0]);
+                     }
+                  }
+               }
+            })();
+         }
+
+         setSavePopupOpen(false);
+         setSaveOptionsOpen(false);
+      }
+      catch (e: any)
+      {
+         let message = JSON.stringify(e);
+         if (typeof e == "string")
+         {
+            message = e;
+         }
+         else if (typeof e == "object" && e.message)
+         {
+            message = e.message;
+         }
+
+         setPopupAlertContent(message);
+         console.log(`Setting error: ${message}`);
+      }
+      finally
+      {
+         setIsSubmitting(false);
+      }
+   }
+
+
+   /*******************************************************************************
+    ** stores the current dialog input text to state
+    *******************************************************************************/
+   const handleSaveDialogInputChange = (event: React.ChangeEvent<HTMLTextAreaElement | HTMLInputElement>) =>
+   {
+      setSavedBulkLoadProfileNameInputValue(event.target.value);
+   };
+
+
+   /*******************************************************************************
+    ** closes current dialog
+    *******************************************************************************/
+   const handleSavePopupClose = () =>
+   {
+      setSavePopupOpen(false);
+   };
+
+
+   /*******************************************************************************
+    ** make a request to the backend for various savedBulkLoadProfile processes
+    *******************************************************************************/
+   async function makeSavedBulkLoadProfileRequest(processName: string, formData: FormData): Promise<QRecord[]>
+   {
+      /////////////////////////
+      // fetch saved records //
+      /////////////////////////
+      let savedBulkLoadProfiles = [] as QRecord[];
+      try
+      {
+         //////////////////////////////////////////////////////////////////
+         // we don't want this job to go async, so, pass a large timeout //
+         //////////////////////////////////////////////////////////////////
+         formData.append(QController.STEP_TIMEOUT_MILLIS_PARAM_NAME, 60 * 1000);
+         const processResult = await qController.processInit(processName, formData, qController.defaultMultipartFormDataHeaders());
+         if (processResult instanceof QJobError)
+         {
+            const jobError = processResult as QJobError;
+            throw (jobError.error);
+         }
+         else
+         {
+            const result = processResult as QJobComplete;
+            if (result.values.savedBulkLoadProfileList)
+            {
+               for (let i = 0; i < result.values.savedBulkLoadProfileList.length; i++)
+               {
+                  const qRecord = new QRecord(result.values.savedBulkLoadProfileList[i]);
+                  savedBulkLoadProfiles.push(qRecord);
+               }
+            }
+         }
+      }
+      catch (e)
+      {
+         throw (e);
+      }
+
+      return (savedBulkLoadProfiles);
+   }
+
+   const hasStorePermission = metaData?.processes.has("storeSavedBulkLoadProfile");
+   const hasDeletePermission = metaData?.processes.has("deleteSavedBulkLoadProfile");
+   const hasQueryPermission = metaData?.processes.has("querySavedBulkLoadProfile");
+
+   const tooltipMaxWidth = (maxWidth: string) =>
+   {
+      return ({
+         slotProps: {
+            tooltip: {
+               sx: {
+                  maxWidth: maxWidth
+               }
+            }
+         }
+      });
+   };
+
+   const menuTooltipAttribs = {...tooltipMaxWidth("250px"), placement: "left", enterDelay: 1000} as TooltipProps;
+
+   let disabledBecauseNotOwner = false;
+   let notOwnerTooltipText = null;
+   if (currentSavedBulkLoadProfileRecord && currentSavedBulkLoadProfileRecord.values.get("userId") != currentUserId)
+   {
+      disabledBecauseNotOwner = true;
+      notOwnerTooltipText = "You may not save changes to this bulk load profile, because you are not its owner.";
+   }
+
+   const menuWidth = "300px";
+   const renderSavedBulkLoadProfilesMenu = tableMetaData && (
+      <Menu
+         anchorEl={savedBulkLoadProfilesMenu}
+         anchorOrigin={{vertical: "bottom", horizontal: "left",}}
+         transformOrigin={{vertical: "top", horizontal: "left",}}
+         open={Boolean(savedBulkLoadProfilesMenu)}
+         onClose={closeSavedBulkLoadProfilesMenu}
+         keepMounted
+         PaperProps={{style: {maxHeight: "calc(100vh - 200px)", minWidth: menuWidth}}}
+      >
+         {
+            <MenuItem sx={{width: menuWidth}} disabled style={{opacity: "initial"}}><b>Bulk Load Profile Actions</b></MenuItem>
+         }
+         {
+            !allowSelectingProfile &&
+            <MenuItem sx={{width: menuWidth}} disabled style={{opacity: "initial", whiteSpace: "wrap", display: "block"}}>
+               {
+                  currentSavedBulkLoadProfileRecord ?
+                     <span>You are using the bulk load profile:<br /><b style={{paddingLeft: "1rem"}}>{currentSavedBulkLoadProfileRecord.values.get("label")}</b><br /><br />You can manage this profile on this screen.</span>
+                     : <span>You are not using a saved bulk load profile.<br /><br />You can save your profile on this screen.</span>
+               }
+            </MenuItem>
+         }
+         {
+            !allowSelectingProfile && <Divider />
+         }
+         {
+            hasStorePermission &&
+            <Tooltip {...menuTooltipAttribs} title={notOwnerTooltipText ?? <>Save your current mapping, for quick re-use at a later time.<br /><br />You will be prompted to enter a name if you choose this option.</>}>
+               <span>
+                  <MenuItem disabled={disabledBecauseNotOwner} onClick={() => handleDropdownOptionClick(SAVE_OPTION)}>
+                     <ListItemIcon><Icon>save</Icon></ListItemIcon>
+                     {currentSavedBulkLoadProfileRecord ? "Save..." : "Save As..."}
+                  </MenuItem>
+               </span>
+            </Tooltip>
+         }
+         {
+            hasStorePermission && currentSavedBulkLoadProfileRecord != null &&
+            <Tooltip {...menuTooltipAttribs} title={notOwnerTooltipText ?? "Change the name for this saved bulk load profile."}>
+               <span>
+                  <MenuItem disabled={currentSavedBulkLoadProfileRecord === null || disabledBecauseNotOwner} onClick={() => handleDropdownOptionClick(RENAME_OPTION)}>
+                     <ListItemIcon><Icon>edit</Icon></ListItemIcon>
+                     Rename...
+                  </MenuItem>
+               </span>
+            </Tooltip>
+         }
+         {
+            hasStorePermission && currentSavedBulkLoadProfileRecord != null &&
+            <Tooltip {...menuTooltipAttribs} title="Save a new copy this bulk load profile, with a different name, separate from the original.">
+               <span>
+                  <MenuItem disabled={currentSavedBulkLoadProfileRecord === null} onClick={() => handleDropdownOptionClick(DUPLICATE_OPTION)}>
+                     <ListItemIcon><Icon>content_copy</Icon></ListItemIcon>
+                     Save As...
+                  </MenuItem>
+               </span>
+            </Tooltip>
+         }
+         {
+            hasDeletePermission && currentSavedBulkLoadProfileRecord != null &&
+            <Tooltip {...menuTooltipAttribs} title={notOwnerTooltipText ?? "Delete this saved bulk load profile."}>
+               <span>
+                  <MenuItem disabled={currentSavedBulkLoadProfileRecord === null || disabledBecauseNotOwner} onClick={() => handleDropdownOptionClick(DELETE_OPTION)}>
+                     <ListItemIcon><Icon>delete</Icon></ListItemIcon>
+                     Delete...
+                  </MenuItem>
+               </span>
+            </Tooltip>
+         }
+         {
+            allowSelectingProfile &&
+            <Tooltip {...menuTooltipAttribs} title="Create a new blank bulk load profile for this table, removing all mappings.">
+               <span>
+                  <MenuItem onClick={() => handleDropdownOptionClick(CLEAR_OPTION)}>
+                     <ListItemIcon><Icon>monitor</Icon></ListItemIcon>
+                     New Bulk Load Profile
+                  </MenuItem>
+               </span>
+            </Tooltip>
+         }
+         {
+            allowSelectingProfile &&
+            <Box>
+               {
+                  <Divider />
+               }
+               <MenuItem disabled style={{"opacity": "initial"}}><b>Your Saved Bulk Load Profiles</b></MenuItem>
+               {
+                  yourSavedBulkLoadProfiles && yourSavedBulkLoadProfiles.length > 0 ? (
+                     yourSavedBulkLoadProfiles.map((record: QRecord, index: number) =>
+                        <MenuItem sx={{paddingLeft: "50px"}} key={`savedFiler-${index}`} onClick={() => handleSavedBulkLoadProfileRecordOnClick(record)}>
+                           {record.values.get("label")}
+                        </MenuItem>
+                     )
+                  ) : (
+                     <MenuItem disabled sx={{opacity: "1 !important"}}>
+                        <i>You do not have any saved bulk load profiles for this table.</i>
+                     </MenuItem>
+                  )
+               }
+               <MenuItem disabled style={{"opacity": "initial"}}><b>Bulk Load Profiles Shared with you</b></MenuItem>
+               {
+                  bulkLoadProfilesSharedWithYou && bulkLoadProfilesSharedWithYou.length > 0 ? (
+                     bulkLoadProfilesSharedWithYou.map((record: QRecord, index: number) =>
+                        <MenuItem sx={{paddingLeft: "50px"}} key={`savedFiler-${index}`} onClick={() => handleSavedBulkLoadProfileRecordOnClick(record)}>
+                           {record.values.get("label")}
+                        </MenuItem>
+                     )
+                  ) : (
+                     <MenuItem disabled sx={{opacity: "1 !important"}}>
+                        <i>You do not have any bulk load profiles shared with you for this table.</i>
+                     </MenuItem>
+                  )
+               }
+            </Box>
+         }
+      </Menu>
+   );
+
+   let buttonText = "Saved Bulk Load Profiles";
+   let buttonBackground = "none";
+   let buttonBorder = colors.grayLines.main;
+   let buttonColor = colors.gray.main;
+
+   if (currentSavedBulkLoadProfileRecord)
+   {
+      if (bulkLoadProfileIsModified)
+      {
+         buttonBackground = accentColorLight;
+         buttonBorder = buttonBackground;
+         buttonColor = accentColor;
+      }
+      else
+      {
+         buttonBackground = accentColor;
+         buttonBorder = buttonBackground;
+         buttonColor = "#FFFFFF";
+      }
+   }
+
+   const buttonStyles = {
+      border: `1px solid ${buttonBorder}`,
+      backgroundColor: buttonBackground,
+      color: buttonColor,
+      "&:focus:not(:hover)": {
+         color: buttonColor,
+         backgroundColor: buttonBackground,
+      },
+      "&:hover": {
+         color: buttonColor,
+         backgroundColor: buttonBackground,
+      }
+   };
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function isSaveButtonDisabled(): boolean
+   {
+      if (isSubmitting)
+      {
+         return (true);
+      }
+
+      const haveInputText = (savedBulkLoadProfileNameInputValue != null && savedBulkLoadProfileNameInputValue.trim() != "");
+
+      if (isSaveAsAction || isRenameAction || currentSavedBulkLoadProfileRecord == null)
+      {
+         if (!haveInputText)
+         {
+            return (true);
+         }
+      }
+
+      return (false);
+   }
+
+   const linkButtonStyle = {
+      minWidth: "unset",
+      textTransform: "none",
+      fontSize: "0.875rem",
+      fontWeight: "500",
+      padding: "0.5rem"
+   };
+
+   return (
+      hasQueryPermission && tableMetaData ? (
+         <>
+            <Box order="1" mr={"0.5rem"}>
+               <Button
+                  onClick={openSavedBulkLoadProfilesMenu}
+                  sx={{
+                     borderRadius: "0.75rem",
+                     textTransform: "none",
+                     fontWeight: 500,
+                     fontSize: "0.875rem",
+                     p: "0.5rem",
+                     ...buttonStyles
+                  }}
+               >
+                  <Icon sx={{mr: "0.5rem"}}>save</Icon>
+                  {buttonText}
+                  <Icon sx={{ml: "0.5rem"}}>keyboard_arrow_down</Icon>
+               </Button>
+               {renderSavedBulkLoadProfilesMenu}
+            </Box>
+            <Box order="3" display="flex" justifyContent="center" flexDirection="column">
+               <Box pl={2} pr={2} fontSize="0.875rem" sx={{display: "flex", alignItems: "center"}}>
+                  {
+                     savedSuccessMessage && <Box color={colors.success.main}>{savedSuccessMessage}</Box>
+                  }
+                  {
+                     savedFailedMessage && <Box color={colors.error.main}>{savedFailedMessage}</Box>
+                  }
+                  {
+                     !currentSavedBulkLoadProfileRecord /*&& bulkLoadProfileIsModified*/ && <>
+                        {
+                           <>
+                              <Tooltip {...tooltipMaxWidth("24rem")} sx={{cursor: "pointer"}} title={<>
+                                 <b>Unsaved Mapping</b>
+                                 <ul style={{padding: "0.5rem 1rem"}}>
+                                    <li>You are not using a saved bulk load profile.</li>
+                                    {
+                                       /*bulkLoadProfileDiffs.map((s: string, i: number) => <li key={i}>{s}</li>)*/
+                                    }
+                                 </ul>
+                              </>}>
+                                 <Button disableRipple={true} sx={linkButtonStyle} onClick={() => handleDropdownOptionClick(SAVE_OPTION)}>Save Bulk Load Profile As&hellip;</Button>
+                              </Tooltip>
+
+                              {/* vertical rule */}
+                              {allowSelectingProfile && <Box display="inline-block" borderLeft={`1px solid ${colors.grayLines.main}`} height="1rem" width="1px" position="relative" />}
+                           </>
+                        }
+
+                        {/* for the no-profile use-case, don't give a reset-link on screens other than the first (file mapping) one - which is tied to the allowSelectingProfile attribute */}
+                        {allowSelectingProfile && <>
+                           <Box pl="0.5rem">Reset to:</Box>
+                           <Button disableRipple={true} sx={{color: colors.gray.main, ...linkButtonStyle}} onClick={() => handleDropdownOptionClick(CLEAR_OPTION)}>Empty Mapping</Button>
+                           <Box display="inline-block" borderLeft={`1px solid ${colors.grayLines.main}`} height="1rem" width="1px" position="relative" />
+                           <Button disableRipple={true} sx={{color: colors.gray.main, ...linkButtonStyle}} onClick={() => handleDropdownOptionClick(RESET_TO_SUGGESTION)}>Suggested Mapping</Button>
+                        </>}
+
+
+                     </>
+                  }
+                  {
+                     currentSavedBulkLoadProfileRecord && bulkLoadProfileIsModified && <>
+                        <Tooltip {...tooltipMaxWidth("24rem")} sx={{cursor: "pointer"}} title={<>
+                           <b>Unsaved Changes</b>
+                           <ul style={{padding: "0.5rem 1rem"}}>
+                              {
+                                 bulkLoadProfileDiffs.map((s: string, i: number) => <li key={i}>{s}</li>)
+                              }
+                           </ul>
+                           {
+                              notOwnerTooltipText && <i>{notOwnerTooltipText}</i>
+                           }
+                        </>}>
+                           <Box display="inline" sx={{...linkButtonStyle, p: 0, cursor: "default", position: "relative", top: "-1px"}}>{bulkLoadProfileDiffs.length} Unsaved Change{bulkLoadProfileDiffs.length == 1 ? "" : "s"}</Box>
+                        </Tooltip>
+
+                        {disabledBecauseNotOwner ? <>&nbsp;&nbsp;</> : <Button disableRipple={true} sx={linkButtonStyle} onClick={() => handleDropdownOptionClick(SAVE_OPTION)}>Save&hellip;</Button>}
+
+                        {/* vertical rule */}
+                        {/* also, don't give a reset-link on screens other than the first (file mapping) one - which is tied to the allowSelectingProfile attribute */}
+                        {/* partly because it isn't correctly resetting the values, but also because, it's a litle unclear that what, it would reset changes from other screens too?? */}
+                        {
+                           allowSelectingProfile && <>
+                              <Box display="inline-block" borderLeft={`1px solid ${colors.grayLines.main}`} height="1rem" width="1px" position="relative" />
+                              <Button disableRipple={true} sx={{color: colors.gray.main, ...linkButtonStyle}} onClick={() => handleSavedBulkLoadProfileRecordOnClick(currentSavedBulkLoadProfileRecord)}>Reset All Changes</Button>
+                           </>
+                        }
+                     </>
+                  }
+               </Box>
+            </Box>
+            {
+               <Dialog
+                  open={savePopupOpen}
+                  onClose={handleSavePopupClose}
+                  aria-labelledby="alert-dialog-title"
+                  aria-describedby="alert-dialog-description"
+                  onKeyPress={(e) =>
+                  {
+                     ////////////////////////////////////////////////////
+                     // make user actually hit delete button           //
+                     // but for other modes, let Enter submit the form //
+                     ////////////////////////////////////////////////////
+                     if (e.key == "Enter" && !isDeleteAction)
+                     {
+                        handleDialogButtonOnClick();
+                     }
+                  }}
+               >
+                  {
+                     currentSavedBulkLoadProfileRecord ? (
+                        isDeleteAction ? (
+                           <DialogTitle id="alert-dialog-title">Delete Bulk Load Profile</DialogTitle>
+                        ) : (
+                           isSaveAsAction ? (
+                              <DialogTitle id="alert-dialog-title">Save Bulk Load Profile As</DialogTitle>
+                           ) : (
+                              isRenameAction ? (
+                                 <DialogTitle id="alert-dialog-title">Rename Bulk Load Profile</DialogTitle>
+                              ) : (
+                                 <DialogTitle id="alert-dialog-title">Update Existing Bulk Load Profile</DialogTitle>
+                              )
+                           )
+                        )
+                     ) : (
+                        <DialogTitle id="alert-dialog-title">Save New Bulk Load Profile</DialogTitle>
+                     )
+                  }
+                  <DialogContent sx={{width: "500px"}}>
+                     {popupAlertContent ? (
+                        <Box mb={1}>
+                           <Alert severity="error" onClose={() => setPopupAlertContent("")}>{popupAlertContent}</Alert>
+                        </Box>
+                     ) : ("")}
+                     {
+                        (!currentSavedBulkLoadProfileRecord || isSaveAsAction || isRenameAction) && !isDeleteAction ? (
+                           <Box>
+                              {
+                                 isSaveAsAction ? (
+                                    <Box mb={3}>Enter a name for this new saved bulk load profile.</Box>
+                                 ) : (
+                                    <Box mb={3}>Enter a new name for this saved bulk load profile.</Box>
+                                 )
+                              }
+                              <TextField
+                                 autoFocus
+                                 name="custom-delimiter-value"
+                                 placeholder="Bulk Load Profile Name"
+                                 inputProps={{width: "100%", maxLength: 100}}
+                                 value={savedBulkLoadProfileNameInputValue}
+                                 sx={{width: "100%"}}
+                                 onChange={handleSaveDialogInputChange}
+                                 onFocus={event =>
+                                 {
+                                    event.target.select();
+                                 }}
+                              />
+                           </Box>
+                        ) : (
+                           isDeleteAction ? (
+                              <Box>Are you sure you want to delete the bulk load profile {`'${currentSavedBulkLoadProfileRecord?.values.get("label")}'`}?</Box>
+                           ) : (
+                              <Box>Are you sure you want to update the bulk load profile {`'${currentSavedBulkLoadProfileRecord?.values.get("label")}'`}?</Box>
+                           )
+                        )
+                     }
+                  </DialogContent>
+                  <DialogActions>
+                     <QCancelButton onClickHandler={handleSavePopupClose} disabled={false} />
+                     {
+                        isDeleteAction ?
+                           <QDeleteButton onClickHandler={handleDialogButtonOnClick} disabled={isSubmitting} />
+                           :
+                           <QSaveButton label="Save" onClickHandler={handleDialogButtonOnClick} disabled={isSaveButtonDisabled()} />
+                     }
+                  </DialogActions>
+               </Dialog>
+            }
+         </>
+      ) : null
+   );
+}
+
+export default SavedBulkLoadProfiles;

src/qqq/components/misc/SavedViews.tsx

@@ -25,7 +25,7 @@ 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, Button, Link} 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";
@@ -40,14 +40,15 @@ import TextField from "@mui/material/TextField";
 import Tooltip from "@mui/material/Tooltip";
 import {TooltipProps} from "@mui/material/Tooltip/Tooltip";
 import FormData from "form-data";
-import React, {useContext, useEffect, useRef, useState} from "react";
-import {useLocation, useNavigate} from "react-router-dom";
 import QContext from "QContext";
 import colors from "qqq/assets/theme/base/colors";
 import {QCancelButton, QDeleteButton, QSaveButton} from "qqq/components/buttons/DefaultButtons";
 import RecordQueryView from "qqq/models/query/RecordQueryView";
+import {QueryScreenUsage} from "qqq/pages/records/query/RecordQuery";
 import FilterUtils from "qqq/utils/qqq/FilterUtils";
 import {SavedViewUtils} from "qqq/utils/qqq/SavedViewUtils";
+import React, {useContext, useEffect, useRef, useState} from "react";
+import {useLocation, useNavigate} from "react-router-dom";
 
 interface Props
 {
@@ -59,14 +60,17 @@ interface Props
    view?: RecordQueryView;
    viewAsJson?: string;
    viewOnChangeCallback?: (selectedSavedViewId: number) => void;
-   loadingSavedView: boolean
+   loadingSavedView: boolean;
+   queryScreenUsage: QueryScreenUsage;
 }
 
-function SavedViews({qController, metaData, tableMetaData, currentSavedView, tableDefaultView, view, viewAsJson, viewOnChangeCallback, loadingSavedView}: Props): JSX.Element
+function SavedViews({qController, metaData, tableMetaData, currentSavedView, tableDefaultView, view, viewAsJson, viewOnChangeCallback, loadingSavedView, queryScreenUsage}: Props): JSX.Element
 {
    const navigate = useNavigate();
 
    const [savedViews, setSavedViews] = useState([] as QRecord[]);
+   const [yourSavedViews, setYourSavedViews] = useState([] as QRecord[]);
+   const [viewsSharedWithYou, setViewsSharedWithYou] = useState([] as QRecord[]);
    const [savedViewsMenu, setSavedViewsMenu] = useState(null);
    const [savedViewsHaveLoaded, setSavedViewsHaveLoaded] = useState(false);
    const [isSubmitting, setIsSubmitting] = useState(false);
@@ -87,9 +91,17 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
    const RENAME_OPTION = "Rename...";
    const DELETE_OPTION = "Delete...";
    const CLEAR_OPTION = "New View";
-   const dropdownOptions = [DUPLICATE_OPTION, RENAME_OPTION, DELETE_OPTION, CLEAR_OPTION];
+   const NEW_REPORT_OPTION = "Create Report from Current View";
 
-   const {accentColor, accentColorLight} = useContext(QContext);
+   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 FilterAndColumnsSetupWidget).  So, there are some behaviors we only want when //
+   // 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);
    const closeSavedViewsMenu = () => setSavedViewsMenu(null);
@@ -104,13 +116,13 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
          {
             setSavedViewsHaveLoaded(true);
          });
-   }, [location, tableMetaData])
+   }, [location, tableMetaData]);
 
 
    const baseView = currentSavedView ? JSON.parse(currentSavedView.values.get("viewJson")) as RecordQueryView : tableDefaultView;
    const viewDiffs = SavedViewUtils.diffViews(tableMetaData, baseView, view);
    let viewIsModified = false;
-   if(viewDiffs.length > 0)
+   if (viewDiffs.length > 0)
    {
       viewIsModified = true;
    }
@@ -120,7 +132,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
     *******************************************************************************/
    async function loadSavedViews()
    {
-      if (! tableMetaData)
+      if (!tableMetaData)
       {
          return;
       }
@@ -130,8 +142,24 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
 
       let savedViews = await makeSavedViewRequest("querySavedView", formData);
       setSavedViews(savedViews);
-   }
 
+      const yourSavedViews: QRecord[] = [];
+      const viewsSharedWithYou: QRecord[] = [];
+      for (let i = 0; i < savedViews.length; i++)
+      {
+         const record = savedViews[i];
+         if (record.values.get("userId") == currentUserId)
+         {
+            yourSavedViews.push(record);
+         }
+         else
+         {
+            viewsSharedWithYou.push(record);
+         }
+      }
+      setYourSavedViews(yourSavedViews);
+      setViewsSharedWithYou(viewsSharedWithYou);
+   }
 
 
    /*******************************************************************************
@@ -142,11 +170,13 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
       setSaveFilterPopupOpen(false);
       closeSavedViewsMenu();
       viewOnChangeCallback(record.values.get("id"));
-      navigate(`${metaData.getTablePathByName(tableMetaData.name)}/savedView/${record.values.get("id")}`);
+      if (isQueryScreen)
+      {
+         navigate(`${metaData.getTablePathByName(tableMetaData.name)}/savedView/${record.values.get("id")}`);
+      }
    };
 
 
-
    /*******************************************************************************
     ** fired when a save option is selected from the save... button/dropdown combo
     *******************************************************************************/
@@ -158,12 +188,12 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
       setSaveFilterPopupOpen(true);
       setIsSaveFilterAs(false);
       setIsRenameFilter(false);
-      setIsDeleteFilter(false)
+      setIsDeleteFilter(false);
 
-      switch(optionName)
+      switch (optionName)
       {
          case SAVE_OPTION:
-            if(currentSavedView == null)
+            if (currentSavedView == null)
             {
                setSavedViewNameInputValue("");
             }
@@ -173,24 +203,46 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
             setIsSaveFilterAs(true);
             break;
          case CLEAR_OPTION:
-            setSaveFilterPopupOpen(false)
+            setSaveFilterPopupOpen(false);
             viewOnChangeCallback(null);
-            navigate(metaData.getTablePathByName(tableMetaData.name));
+            if (isQueryScreen)
+            {
+               navigate(metaData.getTablePathByName(tableMetaData.name));
+            }
             break;
          case RENAME_OPTION:
-            if(currentSavedView != null)
+            if (currentSavedView != null)
             {
                setSavedViewNameInputValue(currentSavedView.values.get("label"));
             }
             setIsRenameFilter(true);
             break;
          case DELETE_OPTION:
-            setIsDeleteFilter(true)
+            setIsDeleteFilter(true);
+            break;
+         case NEW_REPORT_OPTION:
+            createNewReport();
             break;
       }
-   }
+   };
 
 
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function createNewReport()
+   {
+      const defaultValues: { [key: string]: any } = {};
+      defaultValues.tableName = tableMetaData.name;
+
+      let filterForBackend = JSON.parse(JSON.stringify(view.queryFilter));
+      filterForBackend = FilterUtils.prepQueryFilterForBackend(tableMetaData, filterForBackend);
+
+      defaultValues.queryFilterJson = JSON.stringify(filterForBackend);
+      defaultValues.columnsJson = JSON.stringify(view.queryColumns);
+      navigate(`${metaData.getTablePathByName("savedReport")}/create#defaultValues=${encodeURIComponent(JSON.stringify(defaultValues))}`);
+   }
+
 
    /*******************************************************************************
     ** fired when save or delete button saved on confirmation dialogs
@@ -211,7 +263,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
             setSaveFilterPopupOpen(false);
             setSaveOptionsOpen(false);
 
-            await(async() =>
+            await (async () =>
             {
                handleDropdownOptionClick(CLEAR_OPTION);
             })();
@@ -227,12 +279,18 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
             /////////////////////////////////////////////////////////////////////////////////////////////////
             const viewObject = JSON.parse(JSON.stringify(view));
             viewObject.queryFilter = JSON.parse(JSON.stringify(FilterUtils.convertFilterPossibleValuesToIds(viewObject.queryFilter)));
+
+            ////////////////////////////////////////////////////////////////////////////
+            // strip away incomplete filters too, just for cleaner saved view filters //
+            ////////////////////////////////////////////////////////////////////////////
+            FilterUtils.stripAwayIncompleteCriteria(viewObject.queryFilter);
+
             formData.append("viewJson", JSON.stringify(viewObject));
 
             if (isSaveFilterAs || isRenameFilter || currentSavedView == null)
             {
                formData.append("label", savedViewNameInputValue);
-               if(currentSavedView != null && isRenameFilter)
+               if (currentSavedView != null && isRenameFilter)
                {
                   formData.append("id", currentSavedView.values.get("id"));
                }
@@ -243,7 +301,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
                formData.append("label", currentSavedView?.values.get("label"));
             }
             const recordList = await makeSavedViewRequest("storeSavedView", formData);
-            await(async() =>
+            await (async () =>
             {
                if (recordList && recordList.length > 0)
                {
@@ -260,11 +318,11 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
       catch (e: any)
       {
          let message = JSON.stringify(e);
-         if(typeof e == "string")
+         if (typeof e == "string")
          {
             message = e;
          }
-         else if(typeof e == "object" && e.message)
+         else if (typeof e == "object" && e.message)
          {
             message = e.message;
          }
@@ -279,7 +337,6 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
    }
 
 
-
    /*******************************************************************************
     ** hides/shows the save options
     *******************************************************************************/
@@ -289,7 +346,6 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
    };
 
 
-
    /*******************************************************************************
     ** closes save options menu (on clickaway)
     *******************************************************************************/
@@ -304,7 +360,6 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
    };
 
 
-
    /*******************************************************************************
     ** stores the current dialog input text to state
     *******************************************************************************/
@@ -314,7 +369,6 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
    };
 
 
-
    /*******************************************************************************
     ** closes current dialog
     *******************************************************************************/
@@ -324,7 +378,6 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
    };
 
 
-
    /*******************************************************************************
     ** make a request to the backend for various savedView processes
     *******************************************************************************/
@@ -333,7 +386,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
       /////////////////////////
       // fetch saved filters //
       /////////////////////////
-      let savedViews = [] as QRecord[]
+      let savedViews = [] as QRecord[];
       try
       {
          //////////////////////////////////////////////////////////////////
@@ -344,12 +397,12 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
          if (processResult instanceof QJobError)
          {
             const jobError = processResult as QJobError;
-            throw(jobError.error);
+            throw (jobError.error);
          }
          else
          {
             const result = processResult as QJobComplete;
-            if(result.values.savedViewList)
+            if (result.values.savedViewList)
             {
                for (let i = 0; i < result.values.savedViewList.length; i++)
                {
@@ -361,7 +414,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
       }
       catch (e)
       {
-         throw(e);
+         throw (e);
       }
 
       return (savedViews);
@@ -370,20 +423,31 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
    const hasStorePermission = metaData?.processes.has("storeSavedView");
    const hasDeletePermission = metaData?.processes.has("deleteSavedView");
    const hasQueryPermission = metaData?.processes.has("querySavedView");
+   const hasSavedReportsPermission = metaData?.tables.has("savedReport");
 
    const tooltipMaxWidth = (maxWidth: string) =>
    {
-      return ({slotProps: {
+      return ({
-         tooltip: {
+         slotProps: {
-            sx: {
+            tooltip: {
-               maxWidth: maxWidth
+               sx: {
+                  maxWidth: maxWidth
+               }
             }
          }
-      }})
+      });
-   }
+   };
 
    const menuTooltipAttribs = {...tooltipMaxWidth("250px"), placement: "left", enterDelay: 1000} as TooltipProps;
 
+   let disabledBecauseNotOwner = false;
+   let notOwnerTooltipText = null;
+   if (currentSavedView && currentSavedView.values.get("userId") != currentUserId)
+   {
+      disabledBecauseNotOwner = true;
+      notOwnerTooltipText = "You may not save changes to this view, because you are not its owner.";
+   }
+
    const renderSavedViewsMenu = tableMetaData && (
       <Menu
          anchorEl={savedViewsMenu}
@@ -392,68 +456,109 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
          open={Boolean(savedViewsMenu)}
          onClose={closeSavedViewsMenu}
          keepMounted
-         PaperProps={{style: {maxHeight: "calc(100vh - 200px)", minHeight: "200px"}}}
+         PaperProps={{style: {maxHeight: "calc(100vh - 200px)", minWidth: "300px"}}}
       >
-         <MenuItem sx={{width: "300px"}} disabled style={{"opacity": "initial"}}><b>View Actions</b></MenuItem>
          {
-            hasStorePermission &&
+            isQueryScreen &&
-            <Tooltip {...menuTooltipAttribs} title={<>Save your current filters, columns and settings, for quick re-use at a later time.<br /><br />You will be prompted to enter a name if you choose this option.</>}>
+            <MenuItem sx={{width: "300px"}} disabled style={{"opacity": "initial"}}><b>View Actions</b></MenuItem>
-               <MenuItem onClick={() => handleDropdownOptionClick(SAVE_OPTION)}>
+         }
-                  <ListItemIcon><Icon>save</Icon></ListItemIcon>
+         {
-                  {currentSavedView ? "Save..." : "Save As..."}
+            isQueryScreen && hasStorePermission &&
-               </MenuItem>
+            <Tooltip {...menuTooltipAttribs} title={notOwnerTooltipText ?? <>Save your current filters, columns and settings, for quick re-use at a later time.<br /><br />You will be prompted to enter a name if you choose this option.</>}>
+               <span>
+                  <MenuItem disabled={disabledBecauseNotOwner} onClick={() => handleDropdownOptionClick(SAVE_OPTION)}>
+                     <ListItemIcon><Icon>save</Icon></ListItemIcon>
+                     {currentSavedView ? "Save..." : "Save As..."}
+                  </MenuItem>
+               </span>
             </Tooltip>
          }
          {
-            hasStorePermission && currentSavedView != null &&
+            isQueryScreen && hasStorePermission && currentSavedView != null &&
-            <Tooltip {...menuTooltipAttribs} title="Change the name for this saved view.">
+            <Tooltip {...menuTooltipAttribs} title={notOwnerTooltipText ?? "Change the name for this saved view."}>
-               <MenuItem disabled={currentSavedView === null} onClick={() => handleDropdownOptionClick(RENAME_OPTION)}>
+               <span>
-                  <ListItemIcon><Icon>edit</Icon></ListItemIcon>
+                  <MenuItem disabled={currentSavedView === null || disabledBecauseNotOwner} onClick={() => handleDropdownOptionClick(RENAME_OPTION)}>
-                  Rename...
+                     <ListItemIcon><Icon>edit</Icon></ListItemIcon>
-               </MenuItem>
+                     Rename...
+                  </MenuItem>
+               </span>
             </Tooltip>
          }
          {
-            hasStorePermission && currentSavedView != null &&
+            isQueryScreen && hasStorePermission && currentSavedView != null &&
             <Tooltip {...menuTooltipAttribs} title="Save a new copy this view, with a different name, separate from the original.">
-               <MenuItem disabled={currentSavedView === null} onClick={() => handleDropdownOptionClick(DUPLICATE_OPTION)}>
+               <span>
-                  <ListItemIcon><Icon>content_copy</Icon></ListItemIcon>
+                  <MenuItem disabled={currentSavedView === null} onClick={() => handleDropdownOptionClick(DUPLICATE_OPTION)}>
-                  Save As...
+                     <ListItemIcon><Icon>content_copy</Icon></ListItemIcon>
-               </MenuItem>
+                     Save As...
+                  </MenuItem>
+               </span>
             </Tooltip>
          }
          {
-            hasStorePermission && currentSavedView != null &&
+            isQueryScreen && hasDeletePermission && currentSavedView != null &&
-            <Tooltip {...menuTooltipAttribs} title="Delete this saved view.">
+            <Tooltip {...menuTooltipAttribs} title={notOwnerTooltipText ?? "Delete this saved view."}>
-               <MenuItem disabled={currentSavedView === null} onClick={() => handleDropdownOptionClick(DELETE_OPTION)}>
+               <span>
-                  <ListItemIcon><Icon>delete</Icon></ListItemIcon>
+                  <MenuItem disabled={currentSavedView === null || disabledBecauseNotOwner} onClick={() => handleDropdownOptionClick(DELETE_OPTION)}>
-                  Delete...
+                     <ListItemIcon><Icon>delete</Icon></ListItemIcon>
-               </MenuItem>
+                     Delete...
+                  </MenuItem>
+               </span>
             </Tooltip>
          }
          {
+            isQueryScreen &&
             <Tooltip {...menuTooltipAttribs} title="Create a new view of this table, resetting the filters and columns to their defaults.">
-               <MenuItem onClick={() => handleDropdownOptionClick(CLEAR_OPTION)}>
+               <span>
-                  <ListItemIcon><Icon>monitor</Icon></ListItemIcon>
+                  <MenuItem onClick={() => handleDropdownOptionClick(CLEAR_OPTION)}>
-                  New View
+                     <ListItemIcon><Icon>monitor</Icon></ListItemIcon>
-               </MenuItem>
+                     New View
+                  </MenuItem>
+               </span>
             </Tooltip>
          }
-         <Divider/>
+         {
+            isQueryScreen && hasSavedReportsPermission &&
+            <Tooltip {...menuTooltipAttribs} title="Create a new Saved Report using your current view of this table as a starting point.">
+               <span>
+                  <MenuItem onClick={() => handleDropdownOptionClick(NEW_REPORT_OPTION)}>
+                     <ListItemIcon><Icon>article</Icon></ListItemIcon>
+                     Create Report from Current View
+                  </MenuItem>
+               </span>
+            </Tooltip>
+         }
+         {
+            isQueryScreen && <Divider />
+         }
          <MenuItem disabled style={{"opacity": "initial"}}><b>Your Saved Views</b></MenuItem>
          {
-            savedViews && savedViews.length > 0 ? (
+            yourSavedViews && yourSavedViews.length > 0 ? (
-               savedViews.map((record: QRecord, index: number) =>
+               yourSavedViews.map((record: QRecord, index: number) =>
                   <MenuItem sx={{paddingLeft: "50px"}} key={`savedFiler-${index}`} onClick={() => handleSavedViewRecordOnClick(record)}>
                      {record.values.get("label")}
                   </MenuItem>
                )
-            ): (
+            ) : (
-               <MenuItem>
+               <MenuItem disabled sx={{opacity: "1 !important"}}>
                   <i>You do not have any saved views for this table.</i>
                </MenuItem>
             )
          }
+         <MenuItem disabled style={{"opacity": "initial"}}><b>Views Shared with you</b></MenuItem>
+         {
+            viewsSharedWithYou && viewsSharedWithYou.length > 0 ? (
+               viewsSharedWithYou.map((record: QRecord, index: number) =>
+                  <MenuItem sx={{paddingLeft: "50px"}} key={`savedFiler-${index}`} onClick={() => handleSavedViewRecordOnClick(record)}>
+                     {record.values.get("label")}
+                  </MenuItem>
+               )
+            ) : (
+               <MenuItem disabled sx={{opacity: "1 !important"}}>
+                  <i>You do not have any views shared with you for this table.</i>
+               </MenuItem>
+            )
+         }
       </Menu>
    );
 
@@ -462,7 +567,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
    let buttonBorder = colors.grayLines.main;
    let buttonColor = colors.gray.main;
 
-   if(currentSavedView)
+   if (currentSavedView)
    {
       if (viewIsModified)
       {
@@ -490,23 +595,23 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
          color: buttonColor,
          backgroundColor: buttonBackground,
       }
-   }
+   };
 
    /*******************************************************************************
     **
     *******************************************************************************/
    function isSaveButtonDisabled(): boolean
    {
-      if(isSubmitting)
+      if (isSubmitting)
       {
          return (true);
       }
 
-      const haveInputText = (savedViewNameInputValue != null && savedViewNameInputValue.trim() != "")
+      const haveInputText = (savedViewNameInputValue != null && savedViewNameInputValue.trim() != "");
 
-      if(isSaveFilterAs || isRenameFilter || currentSavedView == null)
+      if (isSaveFilterAs || isRenameFilter || currentSavedView == null)
       {
-         if(!haveInputText)
+         if (!haveInputText)
          {
             return (true);
          }
@@ -535,7 +640,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
                      fontWeight: 500,
                      fontSize: "0.875rem",
                      p: "0.5rem",
-                     ... buttonStyles
+                     ...buttonStyles
                   }}
                >
                   <Icon sx={{mr: "0.5rem"}}>save</Icon>
@@ -548,6 +653,29 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
                <Box pl={2} pr={2} sx={{display: "flex", alignItems: "center"}}>
                   {
                      !currentSavedView && viewIsModified && <>
+                        {
+                           isQueryScreen && <>
+                              <Tooltip {...tooltipMaxWidth("24rem")} sx={{cursor: "pointer"}} title={<>
+                                 <b>Unsaved Changes</b>
+                                 <ul style={{padding: "0.5rem 1rem"}}>
+                                    {
+                                       viewDiffs.map((s: string, i: number) => <li key={i}>{s}</li>)
+                                    }
+                                 </ul>
+                              </>}>
+                                 <Button disableRipple={true} sx={linkButtonStyle} onClick={() => handleDropdownOptionClick(SAVE_OPTION)}>Save View As&hellip;</Button>
+                              </Tooltip>
+
+                              {/* vertical rule */}
+                              <Box display="inline-block" borderLeft={`1px solid ${colors.grayLines.main}`} height="1rem" width="1px" position="relative" />
+                           </>
+                        }
+
+                        <Button disableRipple={true} sx={{color: colors.gray.main, ...linkButtonStyle}} onClick={() => handleDropdownOptionClick(CLEAR_OPTION)}>Reset All Changes</Button>
+                     </>
+                  }
+                  {
+                     isQueryScreen && currentSavedView && viewIsModified && <>
                         <Tooltip {...tooltipMaxWidth("24rem")} sx={{cursor: "pointer"}} title={<>
                            <b>Unsaved Changes</b>
                            <ul style={{padding: "0.5rem 1rem"}}>
@@ -555,36 +683,50 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
                                  viewDiffs.map((s: string, i: number) => <li key={i}>{s}</li>)
                               }
                            </ul>
+                           {
+                              notOwnerTooltipText && <i>{notOwnerTooltipText}</i>
+                           }
                         </>}>
-                           <Button disableRipple={true} sx={linkButtonStyle} onClick={() => handleDropdownOptionClick(SAVE_OPTION)}>Save View As&hellip;</Button>
-                        </Tooltip>
-
-                        {/* vertical rule */}
-                        <Box display="inline-block" borderLeft={`1px solid ${colors.grayLines.main}`} height="1rem" width="1px" position="relative" />
-
-                        <Button disableRipple={true} sx={{color: colors.gray.main, ... linkButtonStyle}} onClick={() => handleDropdownOptionClick(CLEAR_OPTION)}>Reset All Changes</Button>
-                     </>
-                  }
-                  {
-                     currentSavedView && viewIsModified && <>
-                        <Tooltip {...tooltipMaxWidth("24rem")} sx={{cursor: "pointer"}} title={<>
-                           <b>Unsaved Changes</b>
-                           <ul style={{padding: "0.5rem 1rem"}}>
-                              {
-                                 viewDiffs.map((s: string, i: number) => <li key={i}>{s}</li>)
-                              }
-                           </ul></>}>
                            <Box display="inline" sx={{...linkButtonStyle, p: 0, cursor: "default", position: "relative", top: "-1px"}}>{viewDiffs.length} Unsaved Change{viewDiffs.length == 1 ? "" : "s"}</Box>
                         </Tooltip>
 
-                        <Button disableRipple={true} sx={linkButtonStyle} onClick={() => handleDropdownOptionClick(SAVE_OPTION)}>Save&hellip;</Button>
+                        {disabledBecauseNotOwner ? <>&nbsp;&nbsp;</> : <Button disableRipple={true} sx={linkButtonStyle} onClick={() => handleDropdownOptionClick(SAVE_OPTION)}>Save&hellip;</Button>}
 
                         {/* vertical rule */}
                         <Box display="inline-block" borderLeft={`1px solid ${colors.grayLines.main}`} height="1rem" width="1px" position="relative" />
 
-                        <Button disableRipple={true} sx={{color: colors.gray.main, ... linkButtonStyle}} onClick={() => handleSavedViewRecordOnClick(currentSavedView)}>Reset All Changes</Button>
+                        <Button disableRipple={true} sx={{color: colors.gray.main, ...linkButtonStyle}} onClick={() => handleSavedViewRecordOnClick(currentSavedView)}>Reset All Changes</Button>
                      </>
                   }
+                  {
+                     !isQueryScreen && currentSavedView &&
+                     <Box>
+                        <Box display="inline-block" fontSize="0.875rem" fontWeight="500" sx={{position: "relative", top: "-1px"}}>
+                           {currentSavedView.values.get("label")}
+                        </Box>
+
+                        {
+                           viewIsModified &&
+                           <>
+                              <Tooltip {...tooltipMaxWidth("24rem")} sx={{cursor: "pointer"}} title={<>
+                                 <b>Changes</b>
+                                 <ul style={{padding: "0.5rem 1rem"}}>
+                                    {
+                                       viewDiffs.map((s: string, i: number) => <li key={i}>{s}</li>)
+                                    }
+                                 </ul>
+                              </>}>
+                                 <Box display="inline" ml="0.25rem" mr="0.25rem" sx={{...linkButtonStyle, p: 0, cursor: "default", position: "relative", top: "-1px"}}>with {viewDiffs.length} Change{viewDiffs.length == 1 ? "" : "s"}</Box>
+                              </Tooltip>
+                              <Button disableRipple={true} sx={{color: colors.gray.main, ...linkButtonStyle}} onClick={() => handleSavedViewRecordOnClick(currentSavedView)}>Reset Changes</Button>
+                           </>
+                        }
+
+                        {/* vertical rule */}
+                        <Box display="inline-block" ml="0.25rem" borderLeft={`1px solid ${colors.grayLines.main}`} height="1rem" width="1px" position="relative" />
+                        <Button disableRipple={true} sx={{color: colors.gray.main, ...linkButtonStyle}} onClick={() => handleDropdownOptionClick(CLEAR_OPTION)}>Reset to New View</Button>
+                     </Box>
+                  }
                </Box>
             </Box>
             {
@@ -612,15 +754,15 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
                         ) : (
                            isSaveFilterAs ? (
                               <DialogTitle id="alert-dialog-title">Save View As</DialogTitle>
-                           ):(
+                           ) : (
                               isRenameFilter ? (
                                  <DialogTitle id="alert-dialog-title">Rename View</DialogTitle>
-                              ):(
+                              ) : (
                                  <DialogTitle id="alert-dialog-title">Update Existing View</DialogTitle>
                               )
                            )
                         )
-                     ):(
+                     ) : (
                         <DialogTitle id="alert-dialog-title">Save New View</DialogTitle>
                      )
                   }
@@ -631,12 +773,12 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
                         </Box>
                      ) : ("")}
                      {
-                        (! currentSavedView || isSaveFilterAs || isRenameFilter) && ! isDeleteFilter ? (
+                        (!currentSavedView || isSaveFilterAs || isRenameFilter) && !isDeleteFilter ? (
                            <Box>
                               {
                                  isSaveFilterAs ? (
                                     <Box mb={3}>Enter a name for this new saved view.</Box>
-                                 ):(
+                                 ) : (
                                     <Box mb={3}>Enter a new name for this saved view.</Box>
                                  )
                               }
@@ -654,10 +796,10 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
                                  }}
                               />
                            </Box>
-                        ):(
+                        ) : (
                            isDeleteFilter ? (
                               <Box>Are you sure you want to delete the view {`'${currentSavedView?.values.get("label")}'`}?</Box>
-                           ):(
+                           ) : (
                               <Box>Are you sure you want to update the view {`'${currentSavedView?.values.get("label")}'`}?</Box>
                            )
                         )
@@ -669,7 +811,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
                         isDeleteFilter ?
                            <QDeleteButton onClickHandler={handleFilterDialogButtonOnClick} disabled={isSubmitting} />
                            :
-                           <QSaveButton label="Save" onClickHandler={handleFilterDialogButtonOnClick} disabled={isSaveButtonDisabled()}/>
+                           <QSaveButton label="Save" onClickHandler={handleFilterDialogButtonOnClick} disabled={isSaveButtonDisabled()} />
                      }
                   </DialogActions>
                </Dialog>

src/qqq/components/processes/BulkLoadFileMappingField.tsx

@@ -0,0 +1,329 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+
+import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
+import {Checkbox, FormControlLabel, Radio, Tooltip} from "@mui/material";
+import Autocomplete from "@mui/material/Autocomplete";
+import Box from "@mui/material/Box";
+import Button from "@mui/material/Button";
+import Icon from "@mui/material/Icon";
+import IconButton from "@mui/material/IconButton";
+import RadioGroup from "@mui/material/RadioGroup";
+import TextField from "@mui/material/TextField";
+import {useFormikContext} from "formik";
+import colors from "qqq/assets/theme/base/colors";
+import QDynamicFormField from "qqq/components/forms/DynamicFormField";
+import DynamicFormUtils from "qqq/components/forms/DynamicFormUtils";
+import {BulkLoadField, FileDescription} from "qqq/models/processes/BulkLoadModels";
+import Client from "qqq/utils/qqq/Client";
+import React, {useEffect, useState} from "react";
+
+interface BulkLoadMappingFieldProps
+{
+   bulkLoadField: BulkLoadField,
+   isRequired: boolean,
+   removeFieldCallback?: () => void,
+   fileDescription: FileDescription,
+   forceParentUpdate?: () => void,
+}
+
+const xIconButtonSX =
+   {
+      border: `1px solid ${colors.grayLines.main} !important`,
+      borderRadius: "0.5rem",
+      textTransform: "none",
+      fontSize: "1rem",
+      fontWeight: "400",
+      width: "30px",
+      minWidth: "30px",
+      height: "2rem",
+      minHeight: "2rem",
+      paddingLeft: 0,
+      paddingRight: 0,
+      marginRight: "0.5rem",
+      marginTop: "0.5rem",
+      color: colors.error.main,
+      "&:hover": {color: colors.error.main},
+      "&:focus": {color: colors.error.main},
+      "&:focus:not(:hover)": {color: colors.error.main},
+   };
+
+const qController = Client.getInstance();
+
+/***************************************************************************
+ ** row for a single field on the bulk load mapping screen.
+ ***************************************************************************/
+export default function BulkLoadFileMappingField({bulkLoadField, isRequired, removeFieldCallback, fileDescription, forceParentUpdate}: BulkLoadMappingFieldProps): JSX.Element
+{
+   const columnNames = fileDescription.getColumnNames();
+
+   const [valueType, setValueType] = useState(bulkLoadField.valueType);
+   const [selectedColumn, setSelectedColumn] = useState({label: columnNames[bulkLoadField.columnIndex], value: bulkLoadField.columnIndex});
+   const [selectedColumnInputValue, setSelectedColumnInputValue] = useState(columnNames[bulkLoadField.columnIndex]);
+
+   const [doingInitialLoadOfPossibleValue, setDoingInitialLoadOfPossibleValue] = useState(false);
+   const [everDidInitialLoadOfPossibleValue, setEverDidInitialLoadOfPossibleValue] = useState(false);
+   const [possibleValueInitialDisplayValue, setPossibleValueInitialDisplayValue] = useState(null as string);
+
+   const fieldMetaData = new QFieldMetaData(bulkLoadField.field);
+   const dynamicField = DynamicFormUtils.getDynamicField(fieldMetaData);
+   const dynamicFieldInObject: any = {};
+   dynamicFieldInObject[fieldMetaData["name"]] = dynamicField;
+   DynamicFormUtils.addPossibleValueProps(dynamicFieldInObject, [fieldMetaData], bulkLoadField.tableStructure.tableName, null, null);
+
+   /////////////////////////////////////////////////////////////////////////////////////
+   // deal with dynamically loading the initial default value for a possible value... //
+   /////////////////////////////////////////////////////////////////////////////////////
+   let actuallyDoingInitialLoadOfPossibleValue = doingInitialLoadOfPossibleValue;
+   if(dynamicField.possibleValueProps && bulkLoadField.defaultValue && !doingInitialLoadOfPossibleValue && !everDidInitialLoadOfPossibleValue)
+   {
+      actuallyDoingInitialLoadOfPossibleValue = true;
+      setDoingInitialLoadOfPossibleValue(true);
+      setEverDidInitialLoadOfPossibleValue(true);
+
+      (async () =>
+      {
+         try
+         {
+            const possibleValues = await qController.possibleValues(bulkLoadField.tableStructure.tableName, null, fieldMetaData.name, null, [bulkLoadField.defaultValue], undefined, "filter");
+            if (possibleValues && possibleValues.length > 0)
+            {
+               setPossibleValueInitialDisplayValue(possibleValues[0].label);
+            }
+            else
+            {
+               setPossibleValueInitialDisplayValue(null);
+            }
+         }
+         catch(e)
+         {
+            console.log(`Error loading possible value: ${e}`)
+         }
+
+         actuallyDoingInitialLoadOfPossibleValue = false;
+         setDoingInitialLoadOfPossibleValue(false);
+      })();
+   }
+
+   if(dynamicField.possibleValueProps && possibleValueInitialDisplayValue)
+   {
+      dynamicField.possibleValueProps.initialDisplayValue = possibleValueInitialDisplayValue;
+   }
+
+   //////////////////////////////////////////////////////
+   // build array of options for the columns drop down //
+   // don't allow duplicates                           //
+   //////////////////////////////////////////////////////
+   const columnOptions: { value: number, label: string }[] = [];
+   const usedLabels: {[label: string]: boolean} = {};
+   for (let i = 0; i < columnNames.length; i++)
+   {
+      const label = columnNames[i];
+      if(!usedLabels[label])
+      {
+         columnOptions.push({label: label, value: i});
+         usedLabels[label] = true;
+      }
+   }
+
+   //////////////////////////////////////////////////////////////////////
+   // try to pick up changes in the hasHeaderRow toggle from way above //
+   //////////////////////////////////////////////////////////////////////
+   if(bulkLoadField.columnIndex != null && bulkLoadField.columnIndex != undefined && selectedColumn.label && columnNames[bulkLoadField.columnIndex] != selectedColumn.label)
+   {
+      setSelectedColumn({label: columnNames[bulkLoadField.columnIndex], value: bulkLoadField.columnIndex})
+      setSelectedColumnInputValue(columnNames[bulkLoadField.columnIndex]);
+   }
+
+   const mainFontSize = "0.875rem";
+   const smallerFontSize = "0.75rem";
+
+   /////////////////////////////////////////////////////////////////////////////////////////////
+   // some field types get their value from formik.                                           //
+   // so for a pre-populated value, do an on-load useEffect, that'll set the value in formik. //
+   /////////////////////////////////////////////////////////////////////////////////////////////
+   const {setFieldValue} = useFormikContext();
+   useEffect(() =>
+   {
+      if (valueType == "defaultValue")
+      {
+         setFieldValue(`${bulkLoadField.field.name}.defaultValue`, bulkLoadField.defaultValue);
+      }
+   }, []);
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function columnChanged(event: any, newValue: any, reason: string)
+   {
+      setSelectedColumn(newValue);
+      setSelectedColumnInputValue(newValue == null ? "" : newValue.label);
+
+      bulkLoadField.columnIndex = newValue == null ? null : newValue.value;
+
+      if (fileDescription.hasHeaderRow)
+      {
+         bulkLoadField.headerName = newValue == null ? null : newValue.label;
+      }
+
+      bulkLoadField.error = null;
+      bulkLoadField.warning = null;
+      forceParentUpdate && forceParentUpdate();
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function defaultValueChanged(newValue: any)
+   {
+      setFieldValue(`${bulkLoadField.field.name}.defaultValue`, newValue);
+      bulkLoadField.defaultValue = newValue;
+      bulkLoadField.error = null;
+      bulkLoadField.warning = null;
+      forceParentUpdate && forceParentUpdate();
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function valueTypeChanged(isColumn: boolean)
+   {
+      const newValueType = isColumn ? "column" : "defaultValue";
+      bulkLoadField.valueType = newValueType;
+      setValueType(newValueType);
+      bulkLoadField.error = null;
+      bulkLoadField.warning = null;
+      forceParentUpdate && forceParentUpdate();
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function mapValuesChanged(value: boolean)
+   {
+      bulkLoadField.doValueMapping = value;
+      forceParentUpdate && forceParentUpdate();
+   }
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function changeSelectedColumnInputValue(e: React.ChangeEvent<HTMLTextAreaElement | HTMLInputElement>)
+   {
+      setSelectedColumnInputValue(e.target.value);
+   }
+
+   return (<Box py="0.5rem" sx={{borderBottom: "1px solid lightgray", width: "100%", overflow: "auto"}} id={`blfmf-${bulkLoadField.field.name}`}>
+      <Box display="grid" gridTemplateColumns="200px 400px auto" fontSize="1rem" gap="0.5rem" sx={
+         {
+            "& .MuiFormControlLabel-label": {ml: "0 !important", fontWeight: "normal !important", fontSize: mainFontSize}
+         }}>
+
+         <Box display="flex" alignItems="flex-start">
+            {
+               (!isRequired) && <Tooltip placement="bottom" title="Remove this field from your mapping.">
+                  <Button sx={xIconButtonSX} onClick={() => removeFieldCallback()}><Icon>clear</Icon></Button>
+               </Tooltip>
+            }
+            <Box pt="0.625rem">
+               {bulkLoadField.getQualifiedLabel()}
+            </Box>
+         </Box>
+
+         <RadioGroup name="valueType" value={valueType}>
+            <Box>
+               <Box display="flex" alignItems="center" sx={{height: "45px"}}>
+                  <FormControlLabel value="column" control={<Radio size="small" onChange={(event, checked) => valueTypeChanged(checked)} />} label={"File column"} sx={{minWidth: "140px", whiteSpace: "nowrap"}} />
+                  {
+                     valueType == "column" && <Box width="100%">
+                        <Autocomplete
+                           id={bulkLoadField.field.name}
+                           renderInput={(params) => (<TextField {...params} label={""} value={selectedColumnInputValue} onChange={e => changeSelectedColumnInputValue(e)} fullWidth variant="outlined" autoComplete="off" type="search" InputProps={{...params.InputProps}} sx={{"& .MuiOutlinedInput-root": {borderRadius: "0.75rem"}}} />)}
+                           fullWidth
+                           options={columnOptions}
+                           multiple={false}
+                           defaultValue={selectedColumn}
+                           value={selectedColumn}
+                           inputValue={selectedColumnInputValue}
+                           onChange={columnChanged}
+                           getOptionLabel={(option) => typeof (option) == "string" ? option : (option?.label ?? "")}
+                           isOptionEqualToValue={(option, value) => option == null && value == null || option.value == value.value}
+                           renderOption={(props, option, state) => (<li {...props}>{option?.label ?? ""}</li>)}
+                           sx={{"& .MuiOutlinedInput-root": {padding: "0"}}}
+                        />
+                     </Box>
+                  }
+               </Box>
+               <Box display="flex" alignItems="center" sx={{height: "45px"}}>
+                  <FormControlLabel value="defaultValue" control={<Radio size="small" onChange={(event, checked) => valueTypeChanged(!checked)} />} label={"Default value"} sx={{minWidth: "140px", whiteSpace: "nowrap"}} />
+                  {
+                     valueType == "defaultValue" && actuallyDoingInitialLoadOfPossibleValue && <Box width="100%">Loading...</Box>
+                  }
+                  {
+                     valueType == "defaultValue" && !actuallyDoingInitialLoadOfPossibleValue && <Box width="100%">
+                        <QDynamicFormField
+                           name={`${bulkLoadField.field.name}.defaultValue`}
+                           displayFormat={""}
+                           label={""}
+                           formFieldObject={dynamicField}
+                           type={dynamicField.type}
+                           value={bulkLoadField.defaultValue}
+                           onChangeCallback={defaultValueChanged}
+                        />
+                     </Box>
+                  }
+               </Box>
+            </Box>
+            {
+               bulkLoadField.warning &&
+               <Box fontSize={smallerFontSize} color={colors.warning.main} ml="145px" className="bulkLoadFieldError">
+                  {bulkLoadField.warning}
+               </Box>
+            }
+            {
+               bulkLoadField.error &&
+               <Box fontSize={smallerFontSize} color={colors.error.main} ml="145px" className="bulkLoadFieldError">
+                  {bulkLoadField.error}
+               </Box>
+            }
+         </RadioGroup>
+
+         <Box ml="1rem">
+            {
+               valueType == "column" && <>
+                  <Box>
+                     <FormControlLabel value="mapValues" control={<Checkbox size="small" defaultChecked={bulkLoadField.doValueMapping} onChange={(event, checked) => mapValuesChanged(checked)} />} label={"Map values"} sx={{minWidth: "140px", whiteSpace: "nowrap"}} />
+                  </Box>
+                  <Box fontSize={mainFontSize} mt="0.5rem">
+                     Preview Values: <span style={{color: "gray"}}>{(fileDescription.getPreviewValues(selectedColumn?.value) ?? [""]).join(", ")}</span>
+                  </Box>
+               </>
+            }
+         </Box>
+
+      </Box>
+   </Box>);
+}

src/qqq/components/processes/BulkLoadFileMappingFields.tsx

@@ -0,0 +1,308 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+
+import Box from "@mui/material/Box";
+import Icon from "@mui/material/Icon";
+import colors from "qqq/assets/theme/base/colors";
+import QHierarchyAutoComplete, {Group, Option} from "qqq/components/misc/QHierarchyAutoComplete";
+import BulkLoadFileMappingField from "qqq/components/processes/BulkLoadFileMappingField";
+import {BulkLoadField, BulkLoadMapping, FileDescription} from "qqq/models/processes/BulkLoadModels";
+import React, {useEffect, useReducer, useState} from "react";
+
+interface BulkLoadMappingFieldsProps
+{
+   bulkLoadMapping: BulkLoadMapping,
+   fileDescription: FileDescription,
+   forceParentUpdate?: () => void,
+}
+
+
+const ADD_SINGLE_FIELD_TOOLTIP = "Click to add this field to your mapping.";
+const ADD_MANY_FIELD_TOOLTIP = "Click to add this field to your mapping as many times as you need.";
+const ALREADY_ADDED_FIELD_TOOLTIP = "This field has already been added to your mapping.";
+
+/***************************************************************************
+ ** The section of the bulk load mapping screen with all the fields.
+ ***************************************************************************/
+export default function BulkLoadFileMappingFields({bulkLoadMapping, fileDescription, forceParentUpdate}: BulkLoadMappingFieldsProps): JSX.Element
+{
+   const [, forceUpdate] = useReducer((x) => x + 1, 0);
+
+   const [forceHierarchyAutoCompleteRerender, setForceHierarchyAutoCompleteRerender] = useState(0);
+
+   ////////////////////////////////////////////
+   // build list of fields that can be added //
+   ////////////////////////////////////////////
+   const [addFieldsGroup, setAddFieldsGroup] = useState({
+      label: bulkLoadMapping.tablesByPath[""]?.label,
+      value: "mainTable",
+      options: [],
+      subGroups: []
+   } as Group);
+   // const [addFieldsToggleStates, setAddFieldsToggleStates] = useState({} as { [name: string]: boolean });
+   const [addFieldsDisableStates, setAddFieldsDisableStates] = useState({} as { [name: string]: boolean });
+   const [tooltips, setTooltips] = useState({} as { [name: string]: string });
+
+   useEffect(() =>
+   {
+      const newDisableStates: { [name: string]: boolean } = {};
+      const newTooltips: { [name: string]: string } = {};
+
+      /////////////////////////////////////////////////////////////////////////////////////////////
+      // do the unused fields array first, as we've got some use-case where i think a field from //
+      // suggested mappings (or profiles?) are in this list, even though they shouldn't be?      //
+      /////////////////////////////////////////////////////////////////////////////////////////////
+      for (let field of bulkLoadMapping.unusedFields)
+      {
+         const qualifiedName = field.getQualifiedName();
+         newTooltips[qualifiedName] = field.isMany() ? ADD_MANY_FIELD_TOOLTIP : ADD_SINGLE_FIELD_TOOLTIP;
+      }
+
+      //////////////////////////////////////////////////
+      // then do all the required & additional fields //
+      //////////////////////////////////////////////////
+      for (let field of [...(bulkLoadMapping.requiredFields ?? []), ...(bulkLoadMapping.additionalFields ?? [])])
+      {
+         const qualifiedName = field.getQualifiedName();
+
+         if (bulkLoadMapping.layout == "WIDE" && field.isMany())
+         {
+            newDisableStates[qualifiedName] = false;
+            newTooltips[qualifiedName] = ADD_MANY_FIELD_TOOLTIP;
+         }
+         else
+         {
+            newDisableStates[qualifiedName] = true;
+            newTooltips[qualifiedName] = ALREADY_ADDED_FIELD_TOOLTIP;
+         }
+      }
+
+      setAddFieldsDisableStates(newDisableStates);
+      setTooltips(newTooltips);
+      setForceHierarchyAutoCompleteRerender(forceHierarchyAutoCompleteRerender + 1);
+
+   }, [bulkLoadMapping, bulkLoadMapping.layout]);
+
+
+   ///////////////////////////////////////////////
+   // initialize this structure on first render //
+   ///////////////////////////////////////////////
+   if (addFieldsGroup.options.length == 0)
+   {
+      for (let qualifiedFieldName in bulkLoadMapping.fieldsByTablePrefix[""])
+      {
+         const bulkLoadField = bulkLoadMapping.fieldsByTablePrefix[""][qualifiedFieldName];
+         const field = bulkLoadField.field;
+         addFieldsGroup.options.push({label: field.label, value: field.name, bulkLoadField: bulkLoadField});
+      }
+
+      for (let prefix in bulkLoadMapping.fieldsByTablePrefix)
+      {
+         if (prefix == "")
+         {
+            continue;
+         }
+
+         const associationOptions: Option[] = [];
+         const tableStructure = bulkLoadMapping.tablesByPath[prefix];
+         addFieldsGroup.subGroups.push({label: tableStructure.label, value: tableStructure.associationPath, options: associationOptions});
+
+         for (let qualifiedFieldName in bulkLoadMapping.fieldsByTablePrefix[prefix])
+         {
+            const bulkLoadField = bulkLoadMapping.fieldsByTablePrefix[prefix][qualifiedFieldName];
+            const field = bulkLoadField.field;
+            associationOptions.push({label: field.label, value: field.name, bulkLoadField: bulkLoadField});
+         }
+      }
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function removeField(bulkLoadField: BulkLoadField)
+   {
+      addFieldsDisableStates[bulkLoadField.getQualifiedName()] = false;
+      setAddFieldsDisableStates(Object.assign({}, addFieldsDisableStates));
+
+      if (bulkLoadMapping.layout == "WIDE" && bulkLoadField.isMany())
+      {
+         //////////////////////////////////////////////////////////////////////////
+         // ok, you can add more - so don't disable and don't change the tooltip //
+         //////////////////////////////////////////////////////////////////////////
+      }
+      else
+      {
+         tooltips[bulkLoadField.getQualifiedName()] = ADD_SINGLE_FIELD_TOOLTIP;
+      }
+
+      bulkLoadMapping.removeField(bulkLoadField);
+      forceUpdate();
+      forceParentUpdate();
+      setForceHierarchyAutoCompleteRerender(forceHierarchyAutoCompleteRerender + 1);
+   }
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function handleToggleField(option: Option, group: Group, newValue: boolean)
+   {
+      const fieldKey = group.value == "mainTable" ? option.value : group.value + "." + option.value;
+
+      // addFieldsToggleStates[fieldKey] = newValue;
+      // setAddFieldsToggleStates(Object.assign({}, addFieldsToggleStates));
+
+      addFieldsDisableStates[fieldKey] = newValue;
+      setAddFieldsDisableStates(Object.assign({}, addFieldsDisableStates));
+
+      const bulkLoadField = bulkLoadMapping.fields[fieldKey];
+      if (bulkLoadField)
+      {
+         if (newValue)
+         {
+            bulkLoadMapping.addField(bulkLoadField);
+         }
+         else
+         {
+            bulkLoadMapping.removeField(bulkLoadField);
+         }
+
+         forceUpdate();
+         forceParentUpdate();
+      }
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function handleAddField(option: Option, group: Group)
+   {
+      const fieldKey = group.value == "mainTable" ? option.value : group.value + "." + option.value;
+
+      const bulkLoadField = bulkLoadMapping.fields[fieldKey];
+      if (bulkLoadField)
+      {
+         bulkLoadMapping.addField(bulkLoadField);
+
+         // addFieldsDisableStates[fieldKey] = true;
+         // setAddFieldsDisableStates(Object.assign({}, addFieldsDisableStates));
+
+         if (bulkLoadMapping.layout == "WIDE" && bulkLoadField.isMany())
+         {
+            //////////////////////////////////////////////////////////////////////////
+            // ok, you can add more - so don't disable and don't change the tooltip //
+            //////////////////////////////////////////////////////////////////////////
+         }
+         else
+         {
+            addFieldsDisableStates[fieldKey] = true;
+            setAddFieldsDisableStates(Object.assign({}, addFieldsDisableStates));
+
+            tooltips[fieldKey] = ALREADY_ADDED_FIELD_TOOLTIP;
+         }
+
+         forceUpdate();
+         forceParentUpdate();
+
+         document.getElementById("addFieldsButton")?.scrollIntoView();
+      }
+   }
+
+
+   let buttonBackground = "none";
+   let buttonBorder = colors.grayLines.main;
+   let buttonColor = colors.gray.main;
+
+   const addFieldMenuButtonStyles = {
+      borderRadius: "0.75rem",
+      border: `1px solid ${buttonBorder}`,
+      color: buttonColor,
+      textTransform: "none",
+      fontWeight: 500,
+      fontSize: "0.875rem",
+      p: "0.5rem",
+      backgroundColor: buttonBackground,
+      "&:focus:not(:hover)": {
+         color: buttonColor,
+         backgroundColor: buttonBackground,
+      },
+      "&:hover": {
+         color: buttonColor,
+         backgroundColor: buttonBackground,
+      }
+   };
+
+   return (
+      <>
+         <h5>Required Fields</h5>
+         <Box pl={"1rem"}>
+            {
+               bulkLoadMapping.requiredFields.length == 0 &&
+               <i style={{fontSize: "0.875rem"}}>There are no required fields in this table.</i>
+            }
+            {bulkLoadMapping.requiredFields.map((bulkLoadField) => (
+               <BulkLoadFileMappingField
+                  fileDescription={fileDescription}
+                  key={bulkLoadField.getKey()}
+                  bulkLoadField={bulkLoadField}
+                  isRequired={true}
+                  forceParentUpdate={forceParentUpdate}
+               />
+            ))}
+         </Box>
+
+         <Box mt="1rem">
+            <h5>Additional Fields</h5>
+            <Box pl={"1rem"}>
+               {bulkLoadMapping.additionalFields.map((bulkLoadField) => (
+                  <BulkLoadFileMappingField
+                     fileDescription={fileDescription}
+                     key={bulkLoadField.getKey()}
+                     bulkLoadField={bulkLoadField}
+                     isRequired={false}
+                     removeFieldCallback={() => removeField(bulkLoadField)}
+                     forceParentUpdate={forceParentUpdate}
+                  />
+               ))}
+
+               <Box display="flex" pt="1rem" pl="12.5rem">
+                  <QHierarchyAutoComplete
+                     idPrefix="addFieldAutocomplete"
+                     defaultGroup={addFieldsGroup}
+                     menuDirection="up"
+                     buttonProps={{id: "addFieldsButton", sx: addFieldMenuButtonStyles}}
+                     buttonChildren={<><Icon sx={{mr: "0.5rem"}}>add</Icon> Add Fields <Icon sx={{ml: "0.5rem"}}>keyboard_arrow_down</Icon></>}
+                     isModeSelectOne
+                     keepOpenAfterSelectOne
+                     handleSelectedOption={handleAddField}
+                     forceRerender={forceHierarchyAutoCompleteRerender}
+                     disabledStates={addFieldsDisableStates}
+                     tooltips={tooltips}
+                  />
+               </Box>
+            </Box>
+         </Box>
+      </>
+   );
+}
+

src/qqq/components/processes/BulkLoadFileMappingForm.tsx

@@ -0,0 +1,566 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
+import {QFieldType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldType";
+import {QFrontendStepMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFrontendStepMetaData";
+import {QInstance} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QInstance";
+import {QProcessMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QProcessMetaData";
+import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
+import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
+import {Badge, Icon} from "@mui/material";
+import Autocomplete from "@mui/material/Autocomplete";
+import Box from "@mui/material/Box";
+import Grid from "@mui/material/Grid";
+import TextField from "@mui/material/TextField";
+import Tooltip from "@mui/material/Tooltip/Tooltip";
+import {useFormikContext} from "formik";
+import colors from "qqq/assets/theme/base/colors";
+import {DynamicFormFieldLabel} from "qqq/components/forms/DynamicForm";
+import QDynamicFormField from "qqq/components/forms/DynamicFormField";
+import MDTypography from "qqq/components/legacy/MDTypography";
+import HelpContent from "qqq/components/misc/HelpContent";
+import SavedBulkLoadProfiles from "qqq/components/misc/SavedBulkLoadProfiles";
+import BulkLoadFileMappingFields from "qqq/components/processes/BulkLoadFileMappingFields";
+import {BulkLoadField, BulkLoadMapping, BulkLoadProfile, BulkLoadTableStructure, FileDescription, Wrapper} from "qqq/models/processes/BulkLoadModels";
+import {SubFormPreSubmitCallbackResultType} from "qqq/pages/processes/ProcessRun";
+import React, {forwardRef, useImperativeHandle, useReducer, useState} from "react";
+import ProcessViewForm from "./ProcessViewForm";
+
+
+interface BulkLoadMappingFormProps
+{
+   processValues: any,
+   tableMetaData: QTableMetaData,
+   metaData: QInstance,
+   setActiveStepLabel: (label: string) => void,
+   frontendStep: QFrontendStepMetaData,
+   processMetaData: QProcessMetaData,
+}
+
+
+/***************************************************************************
+ ** process component - screen where user does a bulk-load file mapping.
+ ***************************************************************************/
+const BulkLoadFileMappingForm = forwardRef(({processValues, tableMetaData, metaData, setActiveStepLabel, frontendStep, processMetaData}: BulkLoadMappingFormProps, ref) =>
+{
+   const {setFieldValue} = useFormikContext();
+
+   const savedBulkLoadProfileRecordProcessValue = processValues.savedBulkLoadProfileRecord;
+   const [currentSavedBulkLoadProfile, setCurrentSavedBulkLoadProfile] = useState(savedBulkLoadProfileRecordProcessValue == null ? null : new QRecord(savedBulkLoadProfileRecordProcessValue));
+   const [wrappedCurrentSavedBulkLoadProfile] = useState(new Wrapper<QRecord>(currentSavedBulkLoadProfile));
+
+   const [fieldErrors, setFieldErrors] = useState({} as { [fieldName: string]: string });
+   const [noMappedFieldsError, setNoMappedFieldsError] = useState(null as string);
+
+   const [suggestedBulkLoadProfile] = useState(processValues.suggestedBulkLoadProfile as BulkLoadProfile);
+   const [tableStructure] = useState(processValues.tableStructure as BulkLoadTableStructure);
+   const [bulkLoadMapping, setBulkLoadMapping] = useState(BulkLoadMapping.fromBulkLoadProfile(tableStructure, processValues.bulkLoadProfile));
+   const [wrappedBulkLoadMapping] = useState(new Wrapper<BulkLoadMapping>(bulkLoadMapping));
+
+   const [fileDescription] = useState(new FileDescription(processValues.headerValues, processValues.headerLetters, processValues.bodyValuesPreview));
+   fileDescription.setHasHeaderRow(bulkLoadMapping.hasHeaderRow);
+
+
+   const [, forceUpdate] = useReducer((x) => x + 1, 0);
+
+   /////////////////////////////////////////////////////////////////////////////////////////////////
+   // ok - so - ... Autocomplete, at least as we're using it for the layout field - doesn't like  //
+   // to change its initial value.  So, we want to work hard to force the Header sub-component to //
+   // re-render upon external changes to the layout (e.g., new profile being selected).           //
+   // use this state-counter to make that happen (and let's please never speak of it again).      //
+   /////////////////////////////////////////////////////////////////////////////////////////////////
+   const [rerenderHeader, setRerenderHeader] = useState(1);
+
+   ////////////////////////////////////////////////////////
+   // ref-based callback for integration with ProcessRun //
+   ////////////////////////////////////////////////////////
+   useImperativeHandle(ref, () =>
+   {
+      return {
+         preSubmit(): SubFormPreSubmitCallbackResultType
+         {
+            ///////////////////////////////////////////////////////////////////////////////////////////////
+            // convert the BulkLoadMapping to a BulkLoadProfile - the thing that the backend understands //
+            ///////////////////////////////////////////////////////////////////////////////////////////////
+            const {haveErrors: haveProfileErrors, profile} = wrappedBulkLoadMapping.get().toProfile();
+
+            const values: { [name: string]: any } = {};
+
+            ////////////////////////////////////////////////////
+            // always re-submit the full profile              //
+            // note mostly a copy in BulkLoadValueMappingForm //
+            ////////////////////////////////////////////////////
+            values["version"] = profile.version;
+            values["fieldListJSON"] = JSON.stringify(profile.fieldList);
+            values["savedBulkLoadProfileId"] = wrappedCurrentSavedBulkLoadProfile.get()?.values?.get("id");
+            values["layout"] = wrappedBulkLoadMapping.get().layout;
+            values["hasHeaderRow"] = wrappedBulkLoadMapping.get().hasHeaderRow;
+
+            let haveLocalErrors = false;
+            const fieldErrors: { [fieldName: string]: string } = {};
+            if (!values["layout"])
+            {
+               haveLocalErrors = true;
+               fieldErrors["layout"] = "This field is required.";
+            }
+
+            if (values["hasHeaderRow"] == null || values["hasHeaderRow"] == undefined)
+            {
+               haveLocalErrors = true;
+               fieldErrors["hasHeaderRow"] = "This field is required.";
+            }
+            setFieldErrors(fieldErrors);
+
+            if(wrappedBulkLoadMapping.get().requiredFields.length == 0 && wrappedBulkLoadMapping.get().additionalFields.length == 0)
+            {
+               setNoMappedFieldsError("You must have at least 1 field.");
+               haveLocalErrors = true;
+               setTimeout(() => setNoMappedFieldsError(null), 2500);
+            }
+            else
+            {
+               setNoMappedFieldsError(null);
+            }
+
+            if(haveProfileErrors)
+            {
+               setTimeout(() => 
+               {
+                  document.querySelector(".bulkLoadFieldError")?.scrollIntoView({behavior: "smooth", block: "center", inline: "center"});
+               }, 250);
+            }
+
+            return {maySubmit: !haveProfileErrors && !haveLocalErrors, values};
+         }
+      };
+   });
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function bulkLoadProfileOnChangeCallback(profileRecord: QRecord | null)
+   {
+      setCurrentSavedBulkLoadProfile(profileRecord);
+      wrappedCurrentSavedBulkLoadProfile.set(profileRecord);
+
+      let newBulkLoadMapping: BulkLoadMapping;
+      if (profileRecord)
+      {
+         newBulkLoadMapping = BulkLoadMapping.fromSavedProfileRecord(processValues.tableStructure, profileRecord);
+      }
+      else
+      {
+         newBulkLoadMapping = new BulkLoadMapping(processValues.tableStructure);
+      }
+
+      handleNewBulkLoadMapping(newBulkLoadMapping);
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function bulkLoadProfileResetToSuggestedMappingCallback()
+   {
+      handleNewBulkLoadMapping(BulkLoadMapping.fromBulkLoadProfile(processValues.tableStructure, suggestedBulkLoadProfile));
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function handleNewBulkLoadMapping(newBulkLoadMapping: BulkLoadMapping)
+   {
+      const newRequiredFields: BulkLoadField[] = [];
+      for (let field of newBulkLoadMapping.requiredFields)
+      {
+         newRequiredFields.push(BulkLoadField.clone(field));
+      }
+      newBulkLoadMapping.requiredFields = newRequiredFields;
+
+      setBulkLoadMapping(newBulkLoadMapping);
+      wrappedBulkLoadMapping.set(newBulkLoadMapping);
+
+      setFieldValue("hasHeaderRow", newBulkLoadMapping.hasHeaderRow);
+      setFieldValue("layout", newBulkLoadMapping.layout);
+
+      setRerenderHeader(rerenderHeader + 1);
+   }
+
+   if (currentSavedBulkLoadProfile)
+   {
+      setActiveStepLabel(`File Mapping / ${currentSavedBulkLoadProfile.values.get("label")}`);
+   }
+   else
+   {
+      setActiveStepLabel("File Mapping");
+   }
+
+   return (<Box>
+
+      <Box py="1rem" display="flex">
+         <SavedBulkLoadProfiles
+            metaData={metaData}
+            tableMetaData={tableMetaData}
+            tableStructure={tableStructure}
+            currentSavedBulkLoadProfileRecord={currentSavedBulkLoadProfile}
+            currentMapping={bulkLoadMapping}
+            bulkLoadProfileOnChangeCallback={bulkLoadProfileOnChangeCallback}
+            bulkLoadProfileResetToSuggestedMappingCallback={bulkLoadProfileResetToSuggestedMappingCallback}
+            fileDescription={fileDescription}
+         />
+      </Box>
+
+      <BulkLoadMappingHeader
+         key={rerenderHeader}
+         bulkLoadMapping={bulkLoadMapping}
+         fileDescription={fileDescription}
+         tableStructure={tableStructure}
+         fileName={processValues.fileBaseName}
+         fieldErrors={fieldErrors}
+         frontendStep={frontendStep}
+         processMetaData={processMetaData}
+         forceParentUpdate={() => forceUpdate()}
+      />
+
+      <Box mt="2rem">
+         <BulkLoadFileMappingFields
+            bulkLoadMapping={bulkLoadMapping}
+            fileDescription={fileDescription}
+            forceParentUpdate={() =>
+            {
+               setRerenderHeader(rerenderHeader + 1);
+               forceUpdate();
+            }}
+         />
+         {
+            noMappedFieldsError && <Box color={colors.error.main} textAlign="right">{noMappedFieldsError}</Box>
+         }
+      </Box>
+
+   </Box>);
+
+});
+
+export default BulkLoadFileMappingForm;
+
+
+interface BulkLoadMappingHeaderProps
+{
+   fileDescription: FileDescription,
+   fileName: string,
+   bulkLoadMapping?: BulkLoadMapping,
+   fieldErrors: { [fieldName: string]: string },
+   tableStructure: BulkLoadTableStructure,
+   forceParentUpdate?: () => void,
+   frontendStep: QFrontendStepMetaData,
+   processMetaData: QProcessMetaData,
+}
+
+/***************************************************************************
+ ** private subcomponent - the header section of the bulk load file mapping screen.
+ ***************************************************************************/
+function BulkLoadMappingHeader({fileDescription, fileName, bulkLoadMapping, fieldErrors, tableStructure, forceParentUpdate, frontendStep, processMetaData}: BulkLoadMappingHeaderProps): JSX.Element
+{
+   const viewFields = [
+      new QFieldMetaData({name: "fileName", label: "File Name", type: "STRING"}),
+      new QFieldMetaData({name: "fileDetails", label: "File Details", type: "STRING"}),
+   ];
+
+   const viewValues = {
+      "fileName": fileName,
+      "fileDetails": `${fileDescription.getColumnNames().length} column${fileDescription.getColumnNames().length == 1 ? "" : "s"}`
+   };
+
+   const hasHeaderRowFormField = {name: "hasHeaderRow", label: "Does the file have a header row?", type: "checkbox", isRequired: true, isEditable: true};
+
+   const layoutOptions = [
+      {label: "Flat", id: "FLAT"},
+      {label: "Tall", id: "TALL"},
+      {label: "Wide", id: "WIDE"},
+   ];
+
+   if (!tableStructure.associations)
+   {
+      layoutOptions.splice(1);
+   }
+
+   const selectedLayout = layoutOptions.filter(o => o.id == bulkLoadMapping.layout)[0] ?? null;
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function hasHeaderRowChanged(newValue: any)
+   {
+      bulkLoadMapping.hasHeaderRow = newValue;
+      fileDescription.hasHeaderRow = newValue;
+
+      bulkLoadMapping.handleChangeToHasHeaderRow(newValue, fileDescription);
+
+      fieldErrors.hasHeaderRow = null;
+      forceParentUpdate();
+   }
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function layoutChanged(event: any, newValue: any)
+   {
+      bulkLoadMapping.switchLayout(newValue ? newValue.id : null);
+      fieldErrors.layout = null;
+      forceParentUpdate();
+   }
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function getFormattedHelpContent(fieldName: string): JSX.Element
+   {
+      const field = frontendStep?.formFields?.find(f => f.name == fieldName);
+      let helpRoles = ["PROCESS_SCREEN", "ALL_SCREENS"];
+
+      let formattedHelpContent = <HelpContent helpContents={field?.helpContents} roles={helpRoles} helpContentKey={`process:${processMetaData?.name};field:${fieldName}`} />;
+      if (formattedHelpContent)
+      {
+         const mt = field && field.type == QFieldType.BOOLEAN ? "-0.5rem" : "0.5rem";
+
+         return <Box color="#757575" fontSize="0.875rem" mt={mt}>{formattedHelpContent}</Box>;
+      }
+
+      return null;
+   }
+
+   return (
+      <Box>
+         <h5>File Details</h5>
+         <Box ml="1rem">
+            <ProcessViewForm fields={viewFields} values={viewValues} columns={2} />
+            <BulkLoadMappingFilePreview fileDescription={fileDescription} bulkLoadMapping={bulkLoadMapping} />
+            <Grid container pt="1rem">
+               <Grid item xs={12} md={6}>
+                  <DynamicFormFieldLabel name={hasHeaderRowFormField.name} label={`${hasHeaderRowFormField.label} *`} />
+                  <QDynamicFormField name={hasHeaderRowFormField.name} displayFormat={""} label={""} formFieldObject={hasHeaderRowFormField} type={"checkbox"} value={bulkLoadMapping.hasHeaderRow} onChangeCallback={hasHeaderRowChanged} />
+                  {
+                     fieldErrors.hasHeaderRow &&
+                     <MDTypography component="div" variant="caption" color="error" fontWeight="regular" mt="0.25rem">
+                        {<div className="fieldErrorMessage">{fieldErrors.hasHeaderRow}</div>}
+                     </MDTypography>
+                  }
+                  {getFormattedHelpContent("hasHeaderRow")}
+               </Grid>
+               <Grid item xs={12} md={6}>
+                  <DynamicFormFieldLabel name={"layout"} label={"File Layout *"} />
+                  <Autocomplete
+                     id={"layout"}
+                     renderInput={(params) => (<TextField {...params} label={""} fullWidth variant="outlined" autoComplete="off" type="search" InputProps={{...params.InputProps}} sx={{"& .MuiOutlinedInput-root": {borderRadius: "0.75rem"}}} />)}
+                     options={layoutOptions}
+                     multiple={false}
+                     defaultValue={selectedLayout}
+                     onChange={layoutChanged}
+                     getOptionLabel={(option) => typeof (option) == "string" ? option : (option?.label ?? "")}
+                     isOptionEqualToValue={(option, value) => option == null && value == null || option.id == value.id}
+                     renderOption={(props, option, state) => (<li {...props}>{option?.label ?? ""}</li>)}
+                     disableClearable
+                     sx={{"& .MuiOutlinedInput-root": {padding: "0"}}}
+                  />
+                  {
+                     fieldErrors.layout &&
+                     <MDTypography component="div" variant="caption" color="error" fontWeight="regular" mt="0.25rem">
+                        {<div className="fieldErrorMessage">{fieldErrors.layout}</div>}
+                     </MDTypography>
+                  }
+                  {getFormattedHelpContent("layout")}
+               </Grid>
+            </Grid>
+         </Box>
+      </Box>
+   );
+}
+
+
+interface BulkLoadMappingFilePreviewProps
+{
+   fileDescription: FileDescription,
+   bulkLoadMapping?: BulkLoadMapping
+}
+
+/***************************************************************************
+ ** private subcomponent - the file-preview section of the bulk load file mapping screen.
+ ***************************************************************************/
+function BulkLoadMappingFilePreview({fileDescription, bulkLoadMapping}: BulkLoadMappingFilePreviewProps): JSX.Element
+{
+   const rows: number[] = [];
+   for (let i = 0; i < fileDescription.bodyValuesPreview[0].length; i++)
+   {
+      rows.push(i);
+   }
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function getValue(i: number, j: number)
+   {
+      const value = fileDescription.bodyValuesPreview[j][i];
+      if (value == null)
+      {
+         return "";
+      }
+
+      //////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      // this was useful at one point in time when we had an object coming back for xlsx files with many different data types //
+      // we'd see a .string attribute, which would have the value we'd want to show.  not using it now, but keep in case      //
+      //////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      // @ts-ignore
+      if (value && value.string)
+      {
+         // @ts-ignore
+         return (value.string);
+      }
+      return `${value}`;
+   }
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function getHeaderColor(count: number): string
+   {
+      if (count > 0)
+      {
+         return "blue";
+      }
+
+      return "black";
+   }
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function getCursor(count: number): string
+   {
+      if (count > 0)
+      {
+         return "pointer";
+      }
+
+      return "default";
+   }
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function getColumnTooltip(fields: BulkLoadField[])
+   {
+      return (<Box>
+         This column is mapped to the field{fields.length == 1 ? "" : "s"}:
+         <ul style={{marginLeft: "1rem"}}>
+            {fields.map((field, i) => <li key={i}>{field.getQualifiedLabel()}</li>)}
+         </ul>
+      </Box>);
+   }
+
+   return (
+      <Box sx={{"& table, & td": {border: "1px solid black", borderCollapse: "collapse", padding: "0 0.25rem", fontSize: "0.875rem", whiteSpace: "nowrap"}}}>
+         <Box sx={{width: "100%", overflow: "auto"}}>
+            <table cellSpacing="0" width="100%">
+               <thead>
+                  <tr style={{backgroundColor: "#d3d3d3", height: "1.75rem"}}>
+                     <td></td>
+                     {fileDescription.headerLetters.map((letter, index) =>
+                     {
+                        const fields = bulkLoadMapping.getFieldsForColumnIndex(index);
+                        const count = fields.length;
+
+                        let dupeWarning = <></>
+                        if(fileDescription.hasHeaderRow && fileDescription.duplicateHeaderIndexes[index])
+                        {
+                           dupeWarning = <Tooltip title="This column header is a duplicate.  Only the first occurrance of it will be used." placement="top" enterDelay={500}>
+                              <Icon color="warning" sx={{p: "0.125rem", mr: "0.25rem"}}>warning</Icon>
+                           </Tooltip>
+                        }
+
+                        return (<td key={letter} style={{textAlign: "center", color: getHeaderColor(count), cursor: getCursor(count)}}>
+                           <>
+                              {
+                                 count > 0 &&
+                                 <Tooltip title={getColumnTooltip(fields)} placement="top" enterDelay={500}>
+                                    <Box>
+                                       {dupeWarning}
+                                       {letter}
+                                       <Badge badgeContent={count} variant={"standard"} color="secondary" sx={{marginTop: ".75rem"}}><Icon></Icon></Badge>
+                                    </Box>
+                                 </Tooltip>
+                              }
+                              {
+                                 count == 0 && <Box>{dupeWarning}{letter}</Box>
+                              }
+                           </>
+                        </td>);
+                     })}
+                  </tr>
+               </thead>
+               <tbody>
+                  <tr>
+                     <td style={{backgroundColor: "#d3d3d3", textAlign: "center"}}>1</td>
+
+                     {fileDescription.headerValues.map((value, index) =>
+                     {
+                        const fields = bulkLoadMapping.getFieldsForColumnIndex(index);
+                        const count = fields.length;
+                        const tdStyle = {color: getHeaderColor(count), cursor: getCursor(count), backgroundColor: ""};
+
+                        if(fileDescription.hasHeaderRow)
+                        {
+                           tdStyle.backgroundColor = "#ebebeb";
+
+                           if(count > 0)
+                           {
+                              return <td key={value} style={tdStyle}>
+                                 <Tooltip title={getColumnTooltip(fields)} placement="top" enterDelay={500}><Box>{value}</Box></Tooltip>
+                              </td>
+                           }
+                           else
+                           {
+                              return <td key={value} style={tdStyle}>{value}</td>
+                           }
+                        }
+                        else
+                        {
+                           return <td key={value} style={tdStyle}>{value}</td>
+                        }
+                     }
+                     )}
+                  </tr>
+                  {rows.map((i) => (
+                     <tr key={i}>
+                        <td style={{backgroundColor: "#d3d3d3", textAlign: "center"}}>{i + 2}</td>
+                        {fileDescription.headerLetters.map((letter, j) => <td key={j}>{getValue(i, j)}</td>)}
+                     </tr>
+                  ))}
+               </tbody>
+            </table>
+         </Box>
+      </Box>
+   );
+}
+
+

src/qqq/components/processes/BulkLoadProfileForm.tsx

@@ -0,0 +1,102 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import {QInstance} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QInstance";
+import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
+import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
+import Box from "@mui/material/Box";
+import SavedBulkLoadProfiles from "qqq/components/misc/SavedBulkLoadProfiles";
+import {BulkLoadMapping, BulkLoadProfile, BulkLoadTableStructure, FileDescription, Wrapper} from "qqq/models/processes/BulkLoadModels";
+import {SubFormPreSubmitCallbackResultType} from "qqq/pages/processes/ProcessRun";
+import React, {forwardRef, useImperativeHandle, useState} from "react";
+
+interface BulkLoadValueMappingFormProps
+{
+   processValues: any,
+   tableMetaData: QTableMetaData,
+   metaData: QInstance
+}
+
+
+/***************************************************************************
+ ** For review & result screens of bulk load - this process component shows
+ ** the SavedBulkLoadProfiles button.
+ ***************************************************************************/
+const BulkLoadProfileForm = forwardRef(({processValues, tableMetaData, metaData}: BulkLoadValueMappingFormProps, ref) =>
+{
+   const savedBulkLoadProfileRecordProcessValue = processValues.savedBulkLoadProfileRecord;
+   const [savedBulkLoadProfileRecord, setSavedBulkLoadProfileRecord] = useState(savedBulkLoadProfileRecordProcessValue == null ? null : new QRecord(savedBulkLoadProfileRecordProcessValue))
+
+   const [tableStructure] = useState(processValues.tableStructure as BulkLoadTableStructure);
+
+   const [bulkLoadProfile, setBulkLoadProfile] = useState(processValues.bulkLoadProfile as BulkLoadProfile);
+   const [currentMapping, setCurrentMapping] = useState(BulkLoadMapping.fromBulkLoadProfile(tableStructure, bulkLoadProfile))
+   const [wrappedCurrentSavedBulkLoadProfile] = useState(new Wrapper<QRecord>(savedBulkLoadProfileRecord));
+
+   const [fileDescription] = useState(new FileDescription(processValues.headerValues, processValues.headerLetters, processValues.bodyValuesPreview));
+   fileDescription.setHasHeaderRow(currentMapping.hasHeaderRow);
+
+   useImperativeHandle(ref, () =>
+   {
+      return {
+         preSubmit(): SubFormPreSubmitCallbackResultType
+         {
+            const values: { [name: string]: any } = {};
+            values["savedBulkLoadProfileId"] = wrappedCurrentSavedBulkLoadProfile.get()?.values?.get("id");
+
+            return ({maySubmit: true, values});
+         }
+      };
+   });
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function bulkLoadProfileOnChangeCallback(profileRecord: QRecord | null)
+   {
+      setSavedBulkLoadProfileRecord(profileRecord);
+      wrappedCurrentSavedBulkLoadProfile.set(profileRecord);
+
+      const newBulkLoadMapping = BulkLoadMapping.fromSavedProfileRecord(tableStructure, profileRecord);
+      setCurrentMapping(newBulkLoadMapping);
+   }
+
+
+   return (<Box>
+
+      <Box py="1rem" display="flex">
+         <SavedBulkLoadProfiles
+            metaData={metaData}
+            tableMetaData={tableMetaData}
+            tableStructure={tableStructure}
+            currentSavedBulkLoadProfileRecord={savedBulkLoadProfileRecord}
+            currentMapping={currentMapping}
+            allowSelectingProfile={false}
+            fileDescription={fileDescription}
+            bulkLoadProfileOnChangeCallback={bulkLoadProfileOnChangeCallback}
+         />
+      </Box>
+
+   </Box>);
+});
+
+export default BulkLoadProfileForm;

src/qqq/components/processes/BulkLoadValueMappingForm.tsx

@@ -0,0 +1,233 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
+import {QInstance} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QInstance";
+import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
+import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
+import Box from "@mui/material/Box";
+import Icon from "@mui/material/Icon";
+import colors from "qqq/assets/theme/base/colors";
+import QDynamicFormField from "qqq/components/forms/DynamicFormField";
+import SavedBulkLoadProfiles from "qqq/components/misc/SavedBulkLoadProfiles";
+import {BulkLoadMapping, BulkLoadProfile, BulkLoadTableStructure, FileDescription, Wrapper} from "qqq/models/processes/BulkLoadModels";
+import {SubFormPreSubmitCallbackResultType} from "qqq/pages/processes/ProcessRun";
+import React, {forwardRef, useEffect, useImperativeHandle, useReducer, useState} from "react";
+
+interface BulkLoadValueMappingFormProps
+{
+   processValues: any,
+   setActiveStepLabel: (label: string) => void,
+   tableMetaData: QTableMetaData,
+   metaData: QInstance,
+   formFields: any[]
+}
+
+
+/***************************************************************************
+ ** process component used in bulk-load - on a screen that gets looped for
+ ** each field whose values are being mapped.
+ ***************************************************************************/
+const BulkLoadValueMappingForm = forwardRef(({processValues, setActiveStepLabel, tableMetaData, metaData, formFields}: BulkLoadValueMappingFormProps, ref) =>
+{
+   const [field, setField] = useState(processValues.valueMappingField ? new QFieldMetaData(processValues.valueMappingField) : null);
+   const [fieldFullName, setFieldFullName] = useState(processValues.valueMappingFullFieldName);
+   const [fileValues, setFileValues] = useState((processValues.fileValues ?? []) as string[]);
+   const [valueErrors, setValueErrors] = useState({} as { [fileValue: string]: any });
+
+   const [bulkLoadProfile, setBulkLoadProfile] = useState(processValues.bulkLoadProfile as BulkLoadProfile);
+
+   const savedBulkLoadProfileRecordProcessValue = processValues.savedBulkLoadProfileRecord;
+   const [savedBulkLoadProfileRecord, setSavedBulkLoadProfileRecord] = useState(savedBulkLoadProfileRecordProcessValue == null ? null : new QRecord(savedBulkLoadProfileRecordProcessValue));
+   const [wrappedCurrentSavedBulkLoadProfile] = useState(new Wrapper<QRecord>(savedBulkLoadProfileRecord));
+
+   const [tableStructure] = useState(processValues.tableStructure as BulkLoadTableStructure);
+
+   const [currentMapping, setCurrentMapping] = useState(initializeCurrentBulkLoadMapping());
+   const [wrappedBulkLoadMapping] = useState(new Wrapper<BulkLoadMapping>(currentMapping));
+
+   const [fileDescription] = useState(new FileDescription(processValues.headerValues, processValues.headerLetters, processValues.bodyValuesPreview));
+   fileDescription.setHasHeaderRow(currentMapping.hasHeaderRow);
+
+   const [, forceUpdate] = useReducer((x) => x + 1, 0);
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function initializeCurrentBulkLoadMapping(): BulkLoadMapping
+   {
+      const bulkLoadMapping = BulkLoadMapping.fromBulkLoadProfile(tableStructure, bulkLoadProfile);
+
+      if (!bulkLoadMapping.valueMappings[fieldFullName])
+      {
+         bulkLoadMapping.valueMappings[fieldFullName] = {};
+      }
+
+      return (bulkLoadMapping);
+   }
+
+   useEffect(() =>
+   {
+      if (processValues.valueMappingField)
+      {
+         setField(new QFieldMetaData(processValues.valueMappingField));
+      }
+      else
+      {
+         setField(null);
+      }
+   }, [processValues.valueMappingField]);
+
+
+   ////////////////////////////////////////////////////////
+   // ref-based callback for integration with ProcessRun //
+   ////////////////////////////////////////////////////////
+   useImperativeHandle(ref, () =>
+   {
+      return {
+         preSubmit(): SubFormPreSubmitCallbackResultType
+         {
+            const values: { [name: string]: any } = {};
+
+            let anyErrors = false;
+            const mappedValues = currentMapping.valueMappings[fieldFullName];
+            if (field.isRequired)
+            {
+               for (let fileValue of fileValues)
+               {
+                  valueErrors[fileValue] = null;
+                  if (mappedValues[fileValue] == null || mappedValues[fileValue] == undefined || mappedValues[fileValue] == "")
+                  {
+                     valueErrors[fileValue] = "A value is required for this mapping";
+                     anyErrors = true;
+                  }
+               }
+            }
+
+            ///////////////////////////////////////////////////
+            // always re-submit the full profile             //
+            // note mostly a copy in BulkLoadFileMappingForm //
+            ///////////////////////////////////////////////////
+            const {haveErrors, profile} = wrappedBulkLoadMapping.get().toProfile();
+            values["version"] = profile.version;
+            values["fieldListJSON"] = JSON.stringify(profile.fieldList);
+            values["savedBulkLoadProfileId"] = wrappedCurrentSavedBulkLoadProfile.get()?.values?.get("id");
+            values["layout"] = wrappedBulkLoadMapping.get().layout;
+            values["hasHeaderRow"] = wrappedBulkLoadMapping.get().hasHeaderRow;
+
+            values["mappedValuesJSON"] = JSON.stringify(mappedValues);
+
+            return ({maySubmit: !anyErrors, values});
+         }
+      };
+   });
+
+   if (!field)
+   {
+      //////////////////////////////////////////////////////////////////////////////////////
+      // this happens like between steps - render empty rather than a flash of half-stuff //
+      //////////////////////////////////////////////////////////////////////////////////////
+      return (<Box></Box>);
+   }
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function mappedValueChanged(fileValue: string, newValue: any)
+   {
+      valueErrors[fileValue] = null;
+      if(newValue == null)
+      {
+         delete currentMapping.valueMappings[fieldFullName][fileValue];
+      }
+      else
+      {
+         currentMapping.valueMappings[fieldFullName][fileValue] = newValue;
+      }
+      forceUpdate();
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function bulkLoadProfileOnChangeCallback(profileRecord: QRecord | null)
+   {
+      setSavedBulkLoadProfileRecord(profileRecord);
+      wrappedCurrentSavedBulkLoadProfile.set(profileRecord);
+
+      const newBulkLoadMapping = BulkLoadMapping.fromSavedProfileRecord(tableStructure, profileRecord);
+      setCurrentMapping(newBulkLoadMapping);
+      wrappedBulkLoadMapping.set(newBulkLoadMapping);
+   }
+
+
+   setActiveStepLabel(`Value Mapping: ${field.label} (${processValues.valueMappingFieldIndex + 1} of ${processValues.fieldNamesToDoValueMapping?.length})`);
+
+   return (<Box>
+
+      <Box py="1rem" display="flex">
+         <SavedBulkLoadProfiles
+            metaData={metaData}
+            tableMetaData={tableMetaData}
+            tableStructure={tableStructure}
+            currentSavedBulkLoadProfileRecord={savedBulkLoadProfileRecord}
+            currentMapping={currentMapping}
+            allowSelectingProfile={false}
+            bulkLoadProfileOnChangeCallback={bulkLoadProfileOnChangeCallback}
+            fileDescription={fileDescription}
+         />
+      </Box>
+
+      {
+         fileValues.map((fileValue, i) => (
+            <Box key={i} py="0.5rem" sx={{borderBottom: "0px solid lightgray", width: "100%", overflow: "auto"}}>
+               <Box display="grid" gridTemplateColumns="40% auto 60%" fontSize="1rem" gap="0.5rem">
+                  <Box mt="0.5rem" textAlign="right">{fileValue}</Box>
+                  <Box mt="0.625rem"><Icon>arrow_forward</Icon></Box>
+                  <Box maxWidth="300px">
+                     <QDynamicFormField
+                        name={`${fieldFullName}.value.${i}`}
+                        displayFormat={""}
+                        label={""}
+                        formFieldObject={formFields[i]}
+                        type={formFields[i].type}
+                        value={currentMapping.valueMappings[fieldFullName][fileValue]}
+                        onChangeCallback={(newValue) => mappedValueChanged(fileValue, newValue)}
+                     />
+                     {
+                        valueErrors[fileValue] &&
+                        <Box fontSize={"0.875rem"} mt={"-0.75rem"} color={colors.error.main}>
+                           {valueErrors[fileValue]}
+                        </Box>
+                     }
+                  </Box>
+               </Box>
+            </Box>
+         ))
+      }
+   </Box>);
+
+});
+
+
+export default BulkLoadValueMappingForm;

src/qqq/components/processes/ProcessSummaryResults.tsx

@@ -84,7 +84,7 @@ function ProcessSummaryResults({
    );
 
    return (
-      <Box m={3} mt={6}>
+      <Box m={{xs: 0, md: 3}} mt={"3rem!important"}>
          <Grid container>
             <Grid item xs={0} lg={2} />
             <Grid item xs={12} lg={8}>

src/qqq/components/processes/ProcessViewForm.tsx

@@ -0,0 +1,71 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+
+import {AdornmentType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/AdornmentType";
+import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
+import Grid from "@mui/material/Grid";
+import MDTypography from "qqq/components/legacy/MDTypography";
+import ValueUtils from "qqq/utils/qqq/ValueUtils";
+
+interface ProcessViewFormProps
+{
+   fields: QFieldMetaData[];
+   values: { [fieldName: string]: any };
+   columns?: number;
+}
+
+ProcessViewForm.defaultProps = {
+   columns: 2
+};
+
+/***************************************************************************
+ ** a "view form" within a process step
+ **
+ ***************************************************************************/
+export default function ProcessViewForm({fields, values, columns}: ProcessViewFormProps): JSX.Element
+{
+   const sm = Math.floor(12 / columns);
+
+   return <Grid container>
+      {fields.map((field: QFieldMetaData) => (
+         field.hasAdornment(AdornmentType.ERROR) ? (
+            values[field.name] && (
+               <Grid item xs={12} sm={sm} key={field.name} display="flex" py={1} pr={2}>
+                  <MDTypography variant="button" fontWeight="regular">
+                     {ValueUtils.getValueForDisplay(field, values[field.name], undefined, "view")}
+                  </MDTypography>
+               </Grid>
+            )
+         ) : (
+            <Grid item xs={12} sm={sm} key={field.name} display="flex" py={1} pr={2}>
+               <MDTypography variant="button" fontWeight="bold">
+                  {field.label}
+                  : &nbsp;
+               </MDTypography>
+               <MDTypography variant="button" fontWeight="regular" color="text">
+                  {ValueUtils.getValueForDisplay(field, values[field.name], undefined, "view")}
+               </MDTypography>
+            </Grid>
+         )))
+      }
+   </Grid>;
+}

src/qqq/components/processes/ValidationReview.tsx

@@ -24,29 +24,45 @@ import {QInstance} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QInstan
 import {QProcessMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QProcessMetaData";
 import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
 import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
-import {Box, Button, FormControlLabel, ListItem, Radio, RadioGroup, Typography} from "@mui/material";
+import {Button, FormControlLabel, ListItem, Radio, RadioGroup, Typography} from "@mui/material";
+import Box from "@mui/material/Box";
 import Grid from "@mui/material/Grid";
 import Icon from "@mui/material/Icon";
 import IconButton from "@mui/material/IconButton";
 import List from "@mui/material/List";
 import ListItemText from "@mui/material/ListItemText";
-import React, {useState} from "react";
 import MDTypography from "qqq/components/legacy/MDTypography";
 import CustomWidthTooltip from "qqq/components/tooltips/CustomWidthTooltip";
+import RecordGridWidget, {ChildRecordListData} from "qqq/components/widgets/misc/RecordGridWidget";
 import {ProcessSummaryLine} from "qqq/models/processes/ProcessSummaryLine";
+import {renderSectionOfFields} from "qqq/pages/records/view/RecordView";
 import Client from "qqq/utils/qqq/Client";
+import TableUtils from "qqq/utils/qqq/TableUtils";
 import ValueUtils from "qqq/utils/qqq/ValueUtils";
+import React, {useEffect, useState} from "react";
 
 interface Props
 {
-   qInstance: QInstance;
+   qInstance: QInstance,
-   process: QProcessMetaData;
+   process: QProcessMetaData,
-   table: QTableMetaData;
+   table: QTableMetaData,
-   processValues: any;
+   processValues: any,
-   step: QFrontendStepMetaData;
+   step: QFrontendStepMetaData,
-   previewRecords: QRecord[];
+   previewRecords: QRecord[],
-   formValues: any;
+   formValues: any,
-   doFullValidationRadioChangedHandler: any
+   doFullValidationRadioChangedHandler: any,
+   loadingRecords?: boolean
+}
+
+////////////////////////////////////////////////////////////////////////////
+// e.g., for bulk-load, where we want to show associations under a record //
+// the processValue will have these data, to drive this screen.           //
+////////////////////////////////////////////////////////////////////////////
+interface AssociationPreview
+{
+   tableName: string;
+   widgetName: string;
+   associationName: string;
 }
 
 /*******************************************************************************
@@ -55,21 +71,76 @@ interface Props
  ** results when they are available.
  *******************************************************************************/
 function ValidationReview({
-   qInstance, process, table = null, processValues, step, previewRecords = [], formValues, doFullValidationRadioChangedHandler,
+   qInstance, process, table = null, processValues, step, previewRecords = [], formValues, doFullValidationRadioChangedHandler, loadingRecords
 }: Props): JSX.Element
 {
    const [previewRecordIndex, setPreviewRecordIndex] = useState(0);
    const [sourceTableMetaData, setSourceTableMetaData] = useState(null as QTableMetaData);
+   const [previewTableMetaData, setPreviewTableMetaData] = useState(null as QTableMetaData);
+   const [childTableMetaData, setChildTableMetaData] = useState({} as { [name: string]: QTableMetaData });
 
-   if(processValues.sourceTable && !sourceTableMetaData)
+   const [associationPreviewsByWidgetName, setAssociationPreviewsByWidgetName] = useState({} as { [widgetName: string]: AssociationPreview });
+
+   if (processValues.sourceTable && !sourceTableMetaData)
    {
       (async () =>
       {
-         const sourceTableMetaData = await Client.getInstance().loadTableMetaData(processValues.sourceTable)
+         const sourceTableMetaData = await Client.getInstance().loadTableMetaData(processValues.sourceTable);
          setSourceTableMetaData(sourceTableMetaData);
       })();
    }
 
+   ////////////////////////////////////////////////////////////////////////////////////////
+   // load meta-data and set up associations-data structure, if so directed from backend //
+   ////////////////////////////////////////////////////////////////////////////////////////
+   useEffect(() =>
+   {
+      if (processValues.formatPreviewRecordUsingTableLayout && !previewTableMetaData)
+      {
+         (async () =>
+         {
+            const previewTableMetaData = await Client.getInstance().loadTableMetaData(processValues.formatPreviewRecordUsingTableLayout);
+            setPreviewTableMetaData(previewTableMetaData);
+         })();
+      }
+
+      try
+      {
+         const previewRecordAssociatedTableNames: string[] = processValues.previewRecordAssociatedTableNames ?? [];
+         const previewRecordAssociatedWidgetNames: string[] = processValues.previewRecordAssociatedWidgetNames ?? [];
+         const previewRecordAssociationNames: string[] = processValues.previewRecordAssociationNames ?? [];
+
+         const associationPreviewsByWidgetName: { [widgetName: string]: AssociationPreview } = {};
+         for (let i = 0; i < Math.min(previewRecordAssociatedTableNames.length, previewRecordAssociatedWidgetNames.length, previewRecordAssociationNames.length); i++)
+         {
+            const associationPreview = {tableName: previewRecordAssociatedTableNames[i], widgetName: previewRecordAssociatedWidgetNames[i], associationName: previewRecordAssociationNames[i]};
+            associationPreviewsByWidgetName[associationPreview.widgetName] = associationPreview;
+         }
+         setAssociationPreviewsByWidgetName(associationPreviewsByWidgetName);
+
+         if (Object.keys(associationPreviewsByWidgetName))
+         {
+            (async () =>
+            {
+               for (let key in associationPreviewsByWidgetName)
+               {
+                  const associationPreview = associationPreviewsByWidgetName[key];
+                  childTableMetaData[associationPreview.tableName] = await Client.getInstance().loadTableMetaData(associationPreview.tableName);
+                  setChildTableMetaData(Object.assign({}, childTableMetaData));
+               }
+            })();
+         }
+      }
+      catch (e)
+      {
+         console.log(`Error setting up association previews: ${e}`);
+      }
+   }, []);
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
    const updatePreviewRecordIndex = (offset: number) =>
    {
       let newIndex = previewRecordIndex + offset;
@@ -85,6 +156,10 @@ function ValidationReview({
       setPreviewRecordIndex(newIndex);
    };
 
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
    const buildDoFullValidationRadioListItem = (value: "true" | "false", labelText: string, tooltipHTML: JSX.Element): JSX.Element =>
    {
       ////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
@@ -191,6 +266,7 @@ function ValidationReview({
       </List>
    );
 
+
    const recordPreviewWidget = step.recordListFields && (
       <Box border="1px solid rgb(70%, 70%, 70%)" borderRadius="10px" p={2} mt={2}>
          <Box mx={2} mt={-5} p={1} sx={{width: "fit-content", borderColor: "rgb(70%, 70%, 70%)", borderWidth: "2px", borderStyle: "solid", borderRadius: ".25em", backgroundColor: "#FFFFFF"}} width="initial" color="white">
@@ -200,43 +276,47 @@ function ValidationReview({
             <MDTypography color="body" variant="body2" component="div" mb={2}>
                <Box display="flex">
                   {
-                     processValues?.previewMessage && previewRecords && previewRecords.length > 0 ? (
+                     loadingRecords ? <i>Loading...</i> : <>
-                        <>
+                        {
-                           <i>{processValues?.previewMessage}</i>
+                           processValues?.previewMessage && previewRecords && previewRecords.length > 0 ? (
-                           <CustomWidthTooltip
+                              <>
-                              title={(
+                                 <i>{processValues?.previewMessage}</i>
-                                 <div>
+                                 <CustomWidthTooltip
-                                    Note that the number of preview records available may be fewer than the total number of records being processed.
+                                    title={(
-                                 </div>
+                                       <div>
-                              )}
+                                          Note that the number of preview records available may be fewer than the total number of records being processed.
-                           >
+                                       </div>
-                              <IconButton sx={{py: 0}}><Icon fontSize="small">info_outlined</Icon></IconButton>
+                                    )}
-                           </CustomWidthTooltip>
+                                 >
-                        </>
+                                    <IconButton sx={{py: 0}}><Icon fontSize="small">info_outlined</Icon></IconButton>
-                     ) : (
+                                 </CustomWidthTooltip>
-                        <>
+                              </>
-                           <i>No record previews are available at this time.</i>
+                           ) : (
-                           <CustomWidthTooltip
+                              <>
-                              title={(
+                                 <i>No record previews are available at this time.</i>
-                                 <div>
+                                 <CustomWidthTooltip
-                                    {
+                                    title={(
-                                       processValues.validationSummary ? (
+                                       <div>
-                                          <>
+                                          {
-                                             It appears as though this process does not contain any valid records.
+                                             processValues.validationSummary ? (
-                                          </>
+                                                <>
-                                       ) : (
+                                                   It appears as though this process does not contain any valid records.
-                                          <>
+                                                </>
-                                             If you choose to Perform Validation, and there are any valid records, then you will see a preview here.
+                                             ) : (
-                                          </>
+                                                <>
-                                       )
+                                                   If you choose to Perform Validation, and there are any valid records, then you will see a preview here.
-                                    }
+                                                </>
-                                 </div>
+                                             )
-                              )}
+                                          }
-                           >
+                                       </div>
-                              <IconButton sx={{py: 0}}><Icon fontSize="small">info_outlined</Icon></IconButton>
+                                    )}
-                           </CustomWidthTooltip>
+                                 >
-                        </>
+                                    <IconButton sx={{py: 0}}><Icon fontSize="small">info_outlined</Icon></IconButton>
-                     )
+                                 </CustomWidthTooltip>
+                              </>
+                           )
+                        }
+                     </>
                   }
                </Box>
             </MDTypography>
@@ -244,16 +324,27 @@ function ValidationReview({
                <Box sx={{maxHeight: "calc(100vh - 640px)", overflow: "auto", minHeight: "300px", marginRight: "-40px"}}>
                   <Box sx={{paddingRight: "40px"}}>
                      {
-                        previewRecords && previewRecords[previewRecordIndex] && step.recordListFields.map((field) => (
+                        previewRecords && !processValues.formatPreviewRecordUsingTableLayout && previewRecords[previewRecordIndex] && step.recordListFields.map((field) => (
                            <Box key={field.name} style={{marginBottom: "12px"}}>
                               <b>{`${field.label}:`}</b>
                               {" "}
-                           &nbsp;
+                              &nbsp;
                               {" "}
                               {ValueUtils.getDisplayValue(field, previewRecords[previewRecordIndex], "view")}
                            </Box>
                         ))
                      }
+                     {
+                        previewRecords && processValues.formatPreviewRecordUsingTableLayout && previewRecords[previewRecordIndex] &&
+                        <PreviewRecordUsingTableLayout
+                           index={previewRecordIndex}
+                           record={previewRecords[previewRecordIndex]}
+                           tableMetaData={previewTableMetaData}
+                           qInstance={qInstance}
+                           associationPreviewsByWidgetName={associationPreviewsByWidgetName}
+                           childTableMetaData={childTableMetaData}
+                        />
+                     }
                   </Box>
                </Box>
                {
@@ -273,7 +364,7 @@ function ValidationReview({
    );
 
    return (
-      <Box m={3}>
+      <Box m={{xs: 0, md: 3}} mt={"3rem!important"}>
          <Grid container spacing={2}>
             <Grid item xs={12} lg={6}>
                <MDTypography color="body" variant="button">
@@ -288,4 +379,84 @@ function ValidationReview({
    );
 }
 
+
+
+interface PreviewRecordUsingTableLayoutProps
+{
+   index: number
+   record: QRecord,
+   tableMetaData: QTableMetaData,
+   qInstance: QInstance,
+   associationPreviewsByWidgetName: { [widgetName: string]: AssociationPreview },
+   childTableMetaData: { [name: string]: QTableMetaData },
+}
+
+function PreviewRecordUsingTableLayout({record, tableMetaData, qInstance, associationPreviewsByWidgetName, childTableMetaData, index}: PreviewRecordUsingTableLayoutProps): JSX.Element
+{
+   if (!tableMetaData)
+   {
+      return (<i>Loading...</i>);
+   }
+
+   const renderedSections: JSX.Element[] = [];
+   const tableSections = TableUtils.getSectionsForRecordSidebar(tableMetaData);
+
+   for (let i = 0; i < tableSections.length; i++)
+   {
+      const section = tableSections[i];
+      if (section.isHidden)
+      {
+         continue;
+      }
+
+      if (section.fieldNames)
+      {
+         renderedSections.push(<Box mb="1rem">
+            <Box><h4>{section.label}</h4></Box>
+            <Box ml="1rem">
+               {renderSectionOfFields(section.name, section.fieldNames, tableMetaData, false, record, undefined, {label: {fontWeight: "500"}})}
+            </Box>
+         </Box>);
+      }
+      else if (section.widgetName)
+      {
+         const widget = qInstance.widgets.get(section.widgetName);
+         if (widget)
+         {
+            let data: ChildRecordListData = null;
+            if (associationPreviewsByWidgetName[section.widgetName])
+            {
+               const associationPreview = associationPreviewsByWidgetName[section.widgetName];
+               const associationRecords = record.associatedRecords?.get(associationPreview.associationName) ?? [];
+               data = {
+                  canAddChildRecord: false,
+                  childTableMetaData: childTableMetaData[associationPreview.tableName],
+                  defaultValuesForNewChildRecords: {},
+                  disabledFieldsForNewChildRecords: {},
+                  queryOutput: {records: associationRecords},
+                  totalRows: associationRecords.length,
+                  tablePath: "",
+                  title: "",
+                  viewAllLink: "",
+               };
+
+               renderedSections.push(<Box mb="1rem">
+                  {
+                     data && <Box>
+                        <Box mb="0.5rem"><h4>{section.label}</h4></Box>
+                        <Box pl="1rem">
+                           <RecordGridWidget key={index} data={data} widgetMetaData={widget} disableRowClick gridOnly={true} gridDensity={"compact"} />
+                        </Box>
+                     </Box>
+                  }
+               </Box>);
+            }
+         }
+      }
+   }
+
+   return <>{renderedSections}</>;
+}
+
+
 export default ValidationReview;

src/qqq/components/query/AdvancedQueryPreview.tsx

@@ -0,0 +1,153 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+
+import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
+import {QQueryFilter} from "@kingsrook/qqq-frontend-core/lib/model/query/QQueryFilter";
+import Box from "@mui/material/Box";
+import colors from "qqq/assets/theme/base/colors";
+import {validateCriteria} from "qqq/components/query/FilterCriteriaRow";
+import XIcon from "qqq/components/query/XIcon";
+import FilterUtils from "qqq/utils/qqq/FilterUtils";
+import React, {useState} from "react";
+
+interface AdvancedQueryPreviewProps
+{
+   tableMetaData: QTableMetaData;
+   queryFilter: QQueryFilter;
+   isEditable: boolean;
+   isQueryTooComplex: boolean;
+   removeCriteriaByIndexCallback: (index: number) => void;
+}
+
+/*******************************************************************************
+ ** Box shown on query screen (and more??) to preview what a query looks like,
+ ** as an "advanced" style/precursor-to-writing-your-own-query thing.
+ *******************************************************************************/
+export default function AdvancedQueryPreview({tableMetaData, queryFilter, isEditable, isQueryTooComplex, removeCriteriaByIndexCallback}: AdvancedQueryPreviewProps): JSX.Element
+{
+   const [mouseOverElement, setMouseOverElement] = useState(null as string);
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function handleMouseOverElement(name: string)
+   {
+      setMouseOverElement(name);
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function handleMouseOutElement()
+   {
+      setMouseOverElement(null);
+   }
+
+
+
+   /*******************************************************************************
+    ** format the current query as a string for showing on-screen as a preview.
+    *******************************************************************************/
+   const queryToAdvancedString = (thisQueryFilter: QQueryFilter) =>
+   {
+      if (queryFilter == null || !queryFilter.criteria)
+      {
+         return (<span></span>);
+      }
+
+      let counter = 0;
+
+      return (
+         <React.Fragment>
+            {thisQueryFilter.criteria?.map((criteria, i) =>
+            {
+               const {criteriaIsValid} = validateCriteria(criteria, null);
+               if (criteriaIsValid)
+               {
+                  counter++;
+                  return (
+                     <span key={i} style={{marginBottom: "0.125rem"}} onMouseOver={() => handleMouseOverElement(`queryPreview-${i}`)} onMouseOut={() => handleMouseOutElement()}>
+                        {counter > 1 ? <span style={{marginLeft: "0.25rem", marginRight: "0.25rem"}}>{thisQueryFilter.booleanOperator}&nbsp;</span> : <span />}
+                        {FilterUtils.criteriaToHumanString(tableMetaData, criteria, true)}
+                        {isEditable && !isQueryTooComplex && (
+                           mouseOverElement == `queryPreview-${i}` && <span className={`advancedQueryPreviewX-${counter - 1}`}>
+                              <XIcon position="forAdvancedQueryPreview" onClick={() => removeCriteriaByIndexCallback(i)} /></span>
+                        )}
+                        {counter > 1 && i == thisQueryFilter.criteria?.length - 1 && thisQueryFilter.subFilters?.length > 0 ? <span style={{marginLeft: "0.25rem", marginRight: "0.25rem"}}>{thisQueryFilter.booleanOperator}&nbsp;</span> : <span />}
+                     </span>
+                  );
+               }
+               else
+               {
+                  return (<span />);
+               }
+            })}
+
+            {thisQueryFilter.subFilters?.length > 0 && (thisQueryFilter.subFilters.map((filter: QQueryFilter, j) =>
+            {
+               return (
+                  <React.Fragment key={j}>
+                     {j > 0 ? <span style={{marginLeft: "0.25rem", marginRight: "0.25rem"}}>{thisQueryFilter.booleanOperator}&nbsp;</span> : <span></span>}
+                     <span style={{display: "flex", marginRight: "0.20rem"}}>(</span>
+                     {queryToAdvancedString(filter)}
+                     <span style={{display: "flex", marginRight: "0.20rem"}}>)</span>
+                  </React.Fragment>
+               );
+            }))}
+         </React.Fragment>
+      );
+   };
+
+   const moreSX = isEditable ?
+      {
+         borderTop: `1px solid ${colors.grayLines.main}`,
+         boxShadow: "inset 0px 0px 4px 2px #EFEFED",
+         borderRadius: "0 0 0.75rem 0.75rem",
+      } :
+      {
+         borderRadius: "0.75rem",
+         border: `1px solid ${colors.grayLines.main}`,
+      }
+
+   return (
+      <Box whiteSpace="nowrap" display="flex" flexShrink={1} flexGrow={1} alignItems="center">
+         {
+            <Box
+               className="advancedQueryString"
+               display="inline-block"
+               width="100%"
+               sx={{fontSize: "1rem", background: "#FFFFFF"}}
+               minHeight={"2.5rem"}
+               p={"0.5rem"}
+               pb={"0.125rem"}
+               {...moreSX}
+            >
+               <Box display="flex" flexWrap="wrap" fontSize="0.875rem">
+                  {queryToAdvancedString(queryFilter)}
+               </Box>
+            </Box>
+         }
+      </Box>
+   )
+}

src/qqq/components/query/AssignFilterVariable.tsx

@@ -0,0 +1,66 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2023.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
+import {FilterVariableExpression} from "@kingsrook/qqq-frontend-core/lib/model/query/FilterVariableExpression";
+import Box from "@mui/material/Box";
+import Icon from "@mui/material/Icon";
+import Tooltip from "@mui/material/Tooltip";
+import CriteriaDateField from "qqq/components/query/CriteriaDateField";
+import React, {SyntheticEvent, useState} from "react";
+
+
+export type Expression = FilterVariableExpression;
+
+
+interface AssignFilterButtonProps
+{
+   valueIndex: number;
+   field: QFieldMetaData;
+   valueChangeHandler: (event: React.ChangeEvent | SyntheticEvent, valueIndex?: number | "all", newValue?: any) => void;
+}
+
+CriteriaDateField.defaultProps = {
+   valueIndex: 0,
+   label: "Value",
+   idPrefix: "value-"
+};
+
+export default function AssignFilterVariable({valueIndex, field, valueChangeHandler}: AssignFilterButtonProps): JSX.Element
+{
+   const [isValueAVariable, setIsValueAVariable] = useState(false);
+
+   const handleVariableButtonOnClick = () =>
+   {
+      setIsValueAVariable(!isValueAVariable);
+      const expression = new FilterVariableExpression({fieldName: field.name, valueIndex: valueIndex});
+      valueChangeHandler(null, valueIndex, expression);
+   };
+
+   return <Box display="flex" alignItems="flex-end">
+      <Box>
+         <Tooltip title={`Use a variable as the value for the ${field.label} field`} placement="bottom">
+            <Icon fontSize="small" color="info" sx={{mx: 0.25, cursor: "pointer", position: "relative", top: "2px"}} onClick={handleVariableButtonOnClick}>functions</Icon>
+         </Tooltip>
+      </Box>
+   </Box>;
+}
+

src/qqq/components/query/BasicAndAdvancedQueryControls.tsx

@@ -29,7 +29,6 @@ import {QCriteriaOperator} from "@kingsrook/qqq-frontend-core/lib/model/query/QC
 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 {Badge, ToggleButton, ToggleButtonGroup} from "@mui/material";
 import Box from "@mui/material/Box";
 import Button from "@mui/material/Button";
 import Dialog from "@mui/material/Dialog";
@@ -38,19 +37,23 @@ import DialogContent from "@mui/material/DialogContent";
 import DialogContentText from "@mui/material/DialogContentText";
 import DialogTitle from "@mui/material/DialogTitle";
 import Icon from "@mui/material/Icon";
+import ToggleButton from "@mui/material/ToggleButton";
+import ToggleButtonGroup from "@mui/material/ToggleButtonGroup";
 import Tooltip from "@mui/material/Tooltip";
 import {GridApiPro} from "@mui/x-data-grid-pro/models/gridApiPro";
-import React, {forwardRef, useContext, useImperativeHandle, useReducer, useState} from "react";
 import QContext from "QContext";
 import colors from "qqq/assets/theme/base/colors";
 import {QCancelButton, QSaveButton} from "qqq/components/buttons/DefaultButtons";
+import AdvancedQueryPreview from "qqq/components/query/AdvancedQueryPreview";
 import {QFilterCriteriaWithId} from "qqq/components/query/CustomFilterPanel";
 import FieldListMenu from "qqq/components/query/FieldListMenu";
 import {validateCriteria} from "qqq/components/query/FilterCriteriaRow";
 import QuickFilter, {quickFilterButtonStyles} from "qqq/components/query/QuickFilter";
 import XIcon from "qqq/components/query/XIcon";
+import {QueryScreenUsage} from "qqq/pages/records/query/RecordQuery";
 import FilterUtils from "qqq/utils/qqq/FilterUtils";
 import TableUtils from "qqq/utils/qqq/TableUtils";
+import React, {forwardRef, useContext, useImperativeHandle, useReducer, useState} from "react";
 
 interface BasicAndAdvancedQueryControlsProps
 {
@@ -74,12 +77,36 @@ interface BasicAndAdvancedQueryControlsProps
    /////////////////////////////////////////////////////////////////////////////////////////////
    queryFilterJSON: string;
 
+   queryScreenUsage: QueryScreenUsage;
+
+   allowVariables?: boolean;
+
    mode: string;
    setMode: (mode: string) => void;
 }
 
 let debounceTimeout: string | number | NodeJS.Timeout;
 
+
+/*******************************************************************************
+ ** function to generate an element that says how a filter is sorted.
+ *******************************************************************************/
+export function getCurrentSortIndicator(queryFilter: QQueryFilter, tableMetaData: QTableMetaData, toggleSortDirection: (event: React.MouseEvent<HTMLSpanElement, MouseEvent>) => void)
+{
+   if (queryFilter && queryFilter.orderBys && queryFilter.orderBys.length > 0)
+   {
+      const orderBy = queryFilter.orderBys[0];
+      const orderByFieldName = orderBy.fieldName;
+      const [field, fieldTable] = TableUtils.getFieldAndTable(tableMetaData, orderByFieldName);
+      const fieldLabel = fieldTable.name == tableMetaData.name ? field.label : `${fieldTable.label}: ${field.label}`;
+      return <>Sort: {fieldLabel} <Icon onClick={toggleSortDirection} sx={{ml: "0.5rem"}}>{orderBy.isAscending ? "arrow_upward" : "arrow_downward"}</Icon></>;
+   }
+   else
+   {
+      return <>Sort...</>;
+   }
+}
+
 /*******************************************************************************
  ** Component to provide the basic & advanced query-filter controls for the
  ** RecordQueryOrig screen.
@@ -89,14 +116,14 @@ let debounceTimeout: string | number | NodeJS.Timeout;
  *******************************************************************************/
 const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryControlsProps, ref) =>
 {
-   const {metaData, tableMetaData, savedViewsComponent, columnMenuComponent, quickFilterFieldNames, setQuickFilterFieldNames, setQueryFilter, queryFilter, gridApiRef, queryFilterJSON, mode, setMode} = props
+   const {metaData, tableMetaData, savedViewsComponent, columnMenuComponent, quickFilterFieldNames, setQuickFilterFieldNames, setQueryFilter, queryFilter, gridApiRef, queryFilterJSON, mode, setMode, queryScreenUsage} = props;
 
    /////////////////////
    // state variables //
    /////////////////////
    const [defaultQuickFilterFieldNames, setDefaultQuickFilterFieldNames] = useState(getDefaultQuickFilterFieldNames(tableMetaData));
    const [defaultQuickFilterFieldNameMap, setDefaultQuickFilterFieldNameMap] = useState(Object.fromEntries(defaultQuickFilterFieldNames.map(k => [k, true])));
-   const [addQuickFilterMenu, setAddQuickFilterMenu] = useState(null)
+   const [addQuickFilterMenu, setAddQuickFilterMenu] = useState(null);
    const [addQuickFilterOpenCounter, setAddQuickFilterOpenCounter] = useState(0);
    const [showClearFiltersWarning, setShowClearFiltersWarning] = useState(false);
    const [mouseOverElement, setMouseOverElement] = useState(null as string);
@@ -104,6 +131,11 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
 
    const {accentColor} = useContext(QContext);
 
+   /////////////////////////////////////////////////
+   // temporary, until we implement sub-filtering //
+   /////////////////////////////////////////////////
+   const [isQueryTooComplex, setIsQueryTooComplex] = useState(false);
+
    //////////////////////////////////////////////////////////////////////////////////
    // make some functions available to our parent - so it can tell us to do things //
    //////////////////////////////////////////////////////////////////////////////////
@@ -122,7 +154,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
          {
             return (mode);
          }
-      }
+      };
    });
 
 
@@ -151,7 +183,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
    {
       // todo - sometimes i want contains instead of equals on strings (client.name, for example...)
       let defaultOperator = field?.possibleValueSourceName ? QCriteriaOperator.IN : QCriteriaOperator.EQUALS;
-      if (field?.type == QFieldType.DATE_TIME || field?.type == QFieldType.DATE)
+      if (field?.type == QFieldType.DATE_TIME)
       {
          defaultOperator = QCriteriaOperator.GREATER_THAN;
       }
@@ -176,7 +208,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
       let foundIndex = null;
       for (let i = 0; i < queryFilter?.criteria?.length; i++)
       {
-         if(queryFilter.criteria[i].fieldName == newCriteria.fieldName)
+         if (queryFilter.criteria[i].fieldName == newCriteria.fieldName)
          {
             queryFilter.criteria[i] = newCriteria;
             found = true;
@@ -185,9 +217,9 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
          }
       }
 
-      if(doClearCriteria)
+      if (doClearCriteria)
       {
-         if(found)
+         if (found)
          {
             queryFilter.criteria.splice(foundIndex, 1);
             setQueryFilter(queryFilter);
@@ -195,9 +227,9 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
          return;
       }
 
-      if(!found)
+      if (!found)
       {
-         if(!queryFilter.criteria)
+         if (!queryFilter.criteria)
          {
             queryFilter.criteria = [];
          }
@@ -205,9 +237,9 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
          found = true;
       }
 
-      if(found)
+      if (found)
       {
-         clearTimeout(debounceTimeout)
+         clearTimeout(debounceTimeout);
          debounceTimeout = setTimeout(() =>
          {
             setQueryFilter(queryFilter);
@@ -227,17 +259,17 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
       const matches: QFilterCriteriaWithId[] = [];
       for (let i = 0; i < queryFilter?.criteria?.length; i++)
       {
-         if(queryFilter.criteria[i].fieldName == fieldName)
+         if (queryFilter.criteria[i].fieldName == fieldName)
          {
             matches.push(queryFilter.criteria[i] as QFilterCriteriaWithId);
          }
       }
 
-      if(matches.length == 0)
+      if (matches.length == 0)
       {
          return (null);
       }
-      else if(matches.length == 1)
+      else if (matches.length == 1)
       {
          return (matches[0]);
       }
@@ -254,8 +286,8 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
     *******************************************************************************/
    const handleRemoveQuickFilterField = (fieldName: string): void =>
    {
-      const index = quickFilterFieldNames.indexOf(fieldName)
+      const index = quickFilterFieldNames.indexOf(fieldName);
-      if(index >= 0)
+      if (index >= 0)
       {
          //////////////////////////////////////
          // remove this field from the query //
@@ -276,7 +308,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
    {
       setAddQuickFilterMenu(event.currentTarget);
       setAddQuickFilterOpenCounter(addQuickFilterOpenCounter + 1);
-   }
+   };
 
 
    /*******************************************************************************
@@ -285,7 +317,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
    const closeAddQuickFilterMenu = () =>
    {
       setAddQuickFilterMenu(null);
-   }
+   };
 
 
    /*******************************************************************************
@@ -306,7 +338,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
       const fieldName = newValue ? newValue.fieldName : null;
       if (fieldName)
       {
-         if(defaultQuickFilterFieldNameMap[fieldName])
+         if (defaultQuickFilterFieldNameMap[fieldName])
          {
             return;
          }
@@ -322,12 +354,12 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
             ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
             // only do this when user has added the field (e.g., not when adding it because of a selected view or filter-in-url) //
             ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
-            if(reason != "modeToggleClicked" && reason != "defaultFilterLoaded" && reason != "savedFilterSelected" && reason != "activatedView")
+            if (reason != "modeToggleClicked" && reason != "defaultFilterLoaded" && reason != "savedFilterSelected" && reason != "activatedView")
             {
                setTimeout(() => document.getElementById(`quickFilter.${fieldName}`)?.click(), 5);
             }
          }
-         else if(reason == "columnMenu")
+         else if (reason == "columnMenu")
          {
             //////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
             // if field was already on-screen, but user clicked an option from the columnMenu, then open the quick-filter field //
@@ -346,13 +378,13 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
    const handleFieldListMenuSelection = (field: QFieldMetaData, table: QTableMetaData): void =>
    {
       let fullFieldName = field.name;
-      if(table && table.name != tableMetaData.name)
+      if (table && table.name != tableMetaData.name)
       {
          fullFieldName = `${table.name}.${field.name}`;
       }
 
       addQuickFilterField({fieldName: fullFieldName}, "selectedFromAddFilterMenu");
-   }
+   };
 
 
    /*******************************************************************************
@@ -361,7 +393,10 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
     *******************************************************************************/
    const openFilterBuilder = (e: React.MouseEvent<HTMLAnchorElement> | React.MouseEvent<HTMLButtonElement>) =>
    {
-      gridApiRef.current.showFilterPanel();
+      if (!isQueryTooComplex)
+      {
+         gridApiRef.current.showFilterPanel();
+      }
    };
 
 
@@ -385,45 +420,6 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
    {
       queryFilter.criteria.splice(index, 1);
       setQueryFilter(queryFilter);
-   }
-
-
-   /*******************************************************************************
-    ** format the current query as a string for showing on-screen as a preview.
-    *******************************************************************************/
-   const queryToAdvancedString = () =>
-   {
-      if(queryFilter == null || !queryFilter.criteria)
-      {
-         return (<span></span>);
-      }
-
-      let counter = 0;
-
-      return (
-         <Box display="flex" flexWrap="wrap" fontSize="0.875rem">
-            {queryFilter.criteria.map((criteria, i) =>
-            {
-               const {criteriaIsValid} = validateCriteria(criteria, null);
-               if(criteriaIsValid)
-               {
-                  counter++;
-
-                  return (
-                     <span key={i} style={{marginBottom: "0.125rem"}} onMouseOver={() => handleMouseOverElement(`queryPreview-${i}`)} onMouseOut={() => handleMouseOutElement()}>
-                        {counter > 1 ? <span style={{marginLeft: "0.25rem", marginRight: "0.25rem"}}>{queryFilter.booleanOperator}&nbsp;</span> : <span/>}
-                        {FilterUtils.criteriaToHumanString(tableMetaData, criteria, true)}
-                        {mouseOverElement == `queryPreview-${i}` && <span className={`advancedQueryPreviewX-${counter - 1}`}><XIcon position="forAdvancedQueryPreview" onClick={() => removeCriteriaByIndex(i)} /></span>}
-                     </span>
-                  );
-               }
-               else
-               {
-                  return (<span />);
-               }
-            })}
-         </Box>
-      );
    };
 
 
@@ -434,7 +430,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
    {
       if (newValue)
       {
-         if(newValue == "basic")
+         if (newValue == "basic")
          {
             ////////////////////////////////////////////////////////////////////////////////
             // we're always allowed to go to advanced -                                   //
@@ -443,7 +439,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
             const {canFilterWorkAsBasic} = FilterUtils.canFilterWorkAsBasic(tableMetaData, queryFilter);
             if (!canFilterWorkAsBasic)
             {
-               console.log("Query cannot work as basic - so - not allowing toggle to basic.")
+               console.log("Query cannot work as basic - so - not allowing toggle to basic.");
                return;
             }
 
@@ -470,11 +466,16 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
     *******************************************************************************/
    const ensureAllFilterCriteriaAreActiveQuickFilters = (tableMetaData: QTableMetaData, queryFilter: QQueryFilter, reason: "modeToggleClicked" | "defaultFilterLoaded" | "savedFilterSelected" | string, newMode?: string) =>
    {
-      if(!tableMetaData || !queryFilter)
+      if (!tableMetaData || !queryFilter)
       {
          return;
       }
 
+      //////////////////////////////////////////////
+      // set a flag if the query is 'too complex' //
+      //////////////////////////////////////////////
+      setIsQueryTooComplex(queryFilter.subFilters?.length > 0);
+
       const {canFilterWorkAsBasic} = FilterUtils.canFilterWorkAsBasic(tableMetaData, queryFilter);
       if (!canFilterWorkAsBasic)
       {
@@ -485,7 +486,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
       }
 
       const modeToUse = newMode ?? mode;
-      if(modeToUse == "basic")
+      if (modeToUse == "basic")
       {
          for (let i = 0; i < queryFilter?.criteria?.length; i++)
          {
@@ -496,7 +497,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
             }
          }
       }
-   }
+   };
 
 
    /*******************************************************************************
@@ -508,13 +509,22 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
       for (let i = 0; i < queryFilter?.criteria?.length; i++)
       {
          const {criteriaIsValid} = validateCriteria(queryFilter.criteria[i], null);
-         if(criteriaIsValid)
+         if (criteriaIsValid)
          {
             count++;
          }
       }
+
+      /////////////////////////////////////////////////////////////
+      // recursively add any children filters to the total count //
+      /////////////////////////////////////////////////////////////
+      for (let i = 0; i < queryFilter.subFilters?.length; i++)
+      {
+         count += countValidCriteria(queryFilter.subFilters[i]);
+      }
+
       return count;
-   }
+   };
 
 
    /*******************************************************************************
@@ -523,11 +533,11 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
    const handleSetSort = (field: QFieldMetaData, table: QTableMetaData, isAscending: boolean = true): void =>
    {
       const fullFieldName = table && table.name != tableMetaData.name ? `${table.name}.${field.name}` : field.name;
-      queryFilter.orderBys = [new QFilterOrderBy(fullFieldName, isAscending)]
+      queryFilter.orderBys = [new QFilterOrderBy(fullFieldName, isAscending)];
 
       setQueryFilter(queryFilter);
       forceUpdate();
-   }
+   };
 
 
    /*******************************************************************************
@@ -542,11 +552,11 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
       ////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
       const isAscending = event.target.innerHTML == "arrow_upward";
       const isDescending = event.target.innerHTML == "arrow_downward";
-      if(isAscending || isDescending)
+      if (isAscending || isDescending)
       {
          handleSetSort(field, table, isAscending);
       }
-   }
+   };
 
 
    /*******************************************************************************
@@ -561,30 +571,22 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
          setQueryFilter(queryFilter);
          forceUpdate();
       }
-      catch(e)
+      catch (e)
       {
-         console.log(`Error toggling sort: ${e}`)
+         console.log(`Error toggling sort: ${e}`);
       }
    }
 
    /////////////////////////////////
    // set up the sort menu button //
    /////////////////////////////////
-   let sortButtonContents = <>Sort...</>
+   let sortButtonContents = getCurrentSortIndicator(queryFilter, tableMetaData, toggleSortDirection);
-   if(queryFilter && queryFilter.orderBys && queryFilter.orderBys.length > 0)
-   {
-      const orderBy = queryFilter.orderBys[0];
-      const orderByFieldName = orderBy.fieldName;
-      const [field, fieldTable] = TableUtils.getFieldAndTable(tableMetaData, orderByFieldName);
-      const fieldLabel = fieldTable.name == tableMetaData.name ? field.label : `${fieldTable.label}: ${field.label}`;
-      sortButtonContents =  <>Sort: {fieldLabel} <Icon onClick={toggleSortDirection} sx={{ml: "0.5rem"}}>{orderBy.isAscending ? "arrow_upward" : "arrow_downward"}</Icon></>
-   }
 
    ////////////////////////////////////////////////////////////////////////////////////////////////////////////
    // this is being used as a version of like forcing that we get re-rendered if the query filter changes... //
    ////////////////////////////////////////////////////////////////////////////////////////////////////////////
    const [lastIndex, setLastIndex] = useState(queryFilterJSON);
-   if(queryFilterJSON != lastIndex)
+   if (queryFilterJSON != lastIndex)
    {
       ensureAllFilterCriteriaAreActiveQuickFilters(tableMetaData, queryFilter, "defaultFilterLoaded");
       setLastIndex(queryFilterJSON);
@@ -594,16 +596,22 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
    // set some status flags based on current filter //
    ///////////////////////////////////////////////////
    const hasValidFilters = queryFilter && countValidCriteria(queryFilter) > 0;
-   const {canFilterWorkAsBasic, reasonsWhyItCannot} = FilterUtils.canFilterWorkAsBasic(tableMetaData, queryFilter);
+   const {canFilterWorkAsBasic, canFilterWorkAsAdvanced, reasonsWhyItCannot} = FilterUtils.canFilterWorkAsBasic(tableMetaData, queryFilter);
    let reasonWhyBasicIsDisabled = null;
-   if(reasonsWhyItCannot && reasonsWhyItCannot.length > 0)
+   if (canFilterWorkAsAdvanced && reasonsWhyItCannot && reasonsWhyItCannot.length > 0)
    {
       reasonWhyBasicIsDisabled = <>
          Your current Filter cannot be managed using Basic mode because:
          <ul style={{marginLeft: "1rem"}}>
             {reasonsWhyItCannot.map((reason, i) => <li key={i}>{reason}</li>)}
          </ul>
-      </>
+      </>;
+   }
+   if (isQueryTooComplex)
+   {
+      reasonWhyBasicIsDisabled = <>
+         Your current Filter is too complex to modify because it contains Sub-filters.
+      </>;
    }
 
    const borderGray = colors.grayLines.main;
@@ -670,12 +678,14 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
 
                               return (<QuickFilter
                                  key={fieldName}
+                                 allowVariables={props.allowVariables}
                                  fullFieldName={fieldName}
                                  tableMetaData={tableMetaData}
                                  updateCriteria={updateQuickCriteria}
                                  criteriaParam={getQuickCriteriaParam(fieldName)}
                                  fieldMetaData={field}
                                  defaultOperator={defaultOperator}
+                                 queryScreenUsage={queryScreenUsage}
                                  handleRemoveQuickFilterField={null} />);
                            })
                         }
@@ -694,7 +704,9 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
                                  updateCriteria={updateQuickCriteria}
                                  criteriaParam={getQuickCriteriaParam(fieldName)}
                                  fieldMetaData={field}
+                                 allowVariables={props.allowVariables}
                                  defaultOperator={defaultOperator}
+                                 queryScreenUsage={queryScreenUsage}
                                  handleRemoveQuickFilterField={handleRemoveQuickFilterField} />);
                            })
                         }
@@ -731,20 +743,20 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
                               <Button
                                  className="filterBuilderButton"
                                  onClick={(e) => openFilterBuilder(e)}
-                                 {... filterBuilderMouseEvents}
+                                 {...filterBuilderMouseEvents}
                                  startIcon={<Icon>build</Icon>}
                                  sx={{borderRadius: "0.75rem", padding: "0.5rem", pl: "1rem", fontSize: "0.875rem", fontWeight: 500, border: `1px solid ${accentColor}`, textTransform: "none"}}
                               >
                                  Filter Builder
                                  {
                                     countValidCriteria(queryFilter) > 0 &&
-                                    <Box {... filterBuilderMouseEvents} sx={{backgroundColor: accentColor, marginLeft: "0.25rem", minWidth: "1rem", fontSize: "0.75rem"}} borderRadius="50%" color="#FFFFFF" position="relative" top="-2px" className="filterBuilderCountBadge">
+                                    <Box {...filterBuilderMouseEvents} sx={{backgroundColor: accentColor, marginLeft: "0.25rem", minWidth: "1rem", fontSize: "0.75rem"}} borderRadius="50%" color="#FFFFFF" position="relative" top="-2px" className="filterBuilderCountBadge">
-                                       {countValidCriteria(queryFilter) }
+                                       {countValidCriteria(queryFilter)}
                                     </Box>
                                  }
                               </Button>
                               {
-                                 hasValidFilters && mouseOverElement == "filterBuilderButton" && <span {... filterBuilderMouseEvents} className="filterBuilderXIcon"><XIcon shade="accent" position="default" onClick={() => setShowClearFiltersWarning(true)} /></span>
+                                 hasValidFilters && mouseOverElement == "filterBuilderButton" && <span {...filterBuilderMouseEvents} className="filterBuilderXIcon"><XIcon shade="accent" position="default" onClick={() => setShowClearFiltersWarning(true)} /></span>
                               }
                            </>
                         </Tooltip>
@@ -763,24 +775,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
                         {sortMenuComponent}
                      </Box>
                   </Box>
-                  <Box whiteSpace="nowrap" display="flex" flexShrink={1} flexGrow={1} alignItems="center">
+                  <AdvancedQueryPreview tableMetaData={tableMetaData} queryFilter={queryFilter} isEditable={true} isQueryTooComplex={isQueryTooComplex} removeCriteriaByIndexCallback={removeCriteriaByIndex} />
-                     {
-                        <Box
-                           className="advancedQueryString"
-                           display="inline-block"
-                           borderTop={`1px solid ${borderGray}`}
-                           borderRadius="0 0 0.75rem 0.75rem"
-                           width="100%"
-                           sx={{fontSize: "1rem", background: "#FFFFFF"}}
-                           minHeight={"2.375rem"}
-                           p={"0.5rem"}
-                           pb={"0.125rem"}
-                           boxShadow={"inset 0px 0px 4px 2px #EFEFED"}
-                        >
-                           {queryToAdvancedString()}
-                        </Box>
-                     }
-                  </Box>
                </Box>
             }
          </Box>

src/qqq/components/query/CriteriaDateField.tsx

@@ -21,6 +21,7 @@
 
 import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
 import {QFieldType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldType";
+import {FilterVariableExpression} from "@kingsrook/qqq-frontend-core/lib/model/query/FilterVariableExpression";
 import {NowExpression} from "@kingsrook/qqq-frontend-core/lib/model/query/NowExpression";
 import {NowWithOffsetExpression, NowWithOffsetOperator, NowWithOffsetUnit} from "@kingsrook/qqq-frontend-core/lib/model/query/NowWithOffsetExpression";
 import {ThisOrLastPeriodExpression, ThisOrLastPeriodOperator, ThisOrLastPeriodUnit} from "@kingsrook/qqq-frontend-core/lib/model/query/ThisOrLastPeriodExpression";
@@ -34,14 +35,14 @@ import MenuItem from "@mui/material/MenuItem";
 import {styled} from "@mui/material/styles";
 import TextField from "@mui/material/TextField";
 import Tooltip, {tooltipClasses, TooltipProps} from "@mui/material/Tooltip";
-import React, {SyntheticEvent, useEffect, useReducer, useState} from "react";
 import AdvancedDateTimeFilterValues from "qqq/components/query/AdvancedDateTimeFilterValues";
 import {QFilterCriteriaWithId} from "qqq/components/query/CustomFilterPanel";
 import {EvaluatedExpression} from "qqq/components/query/EvaluatedExpression";
 import {makeTextField} from "qqq/components/query/FilterCriteriaRowValues";
+import React, {SyntheticEvent, useReducer, useState} from "react";
 
 
-export type Expression = NowWithOffsetExpression | ThisOrLastPeriodExpression | NowExpression;
+export type Expression = NowWithOffsetExpression | ThisOrLastPeriodExpression | NowExpression | FilterVariableExpression;
 
 
 interface CriteriaDateFieldProps
@@ -52,6 +53,7 @@ interface CriteriaDateFieldProps
    field: QFieldMetaData;
    criteria: QFilterCriteriaWithId;
    valueChangeHandler: (event: React.ChangeEvent | SyntheticEvent, valueIndex?: number | "all", newValue?: any) => void;
+   allowVariables?: boolean;
 }
 
 CriteriaDateField.defaultProps = {
@@ -60,19 +62,30 @@ CriteriaDateField.defaultProps = {
    idPrefix: "value-"
 };
 
-export default function CriteriaDateField({valueIndex, label, idPrefix, field, criteria, valueChangeHandler}: CriteriaDateFieldProps): JSX.Element
+export const NoWrapTooltip = styled(({className, children, ...props}: TooltipProps) => (
+   <Tooltip {...props} classes={{popper: className}}>{children}</Tooltip>
+))({
+   [`& .${tooltipClasses.tooltip}`]: {
+      whiteSpace: "nowrap"
+   },
+});
+
+export default function CriteriaDateField({valueIndex, label, idPrefix, field, criteria, valueChangeHandler, allowVariables}: CriteriaDateFieldProps): JSX.Element
 {
+   const [relativeDateTimeOpen, setRelativeDateTimeOpen] = useState(false);
    const [relativeDateTimeMenuAnchorElement, setRelativeDateTimeMenuAnchorElement] = useState(null);
-   const [forceAdvancedDateTimeDialogOpen, setForceAdvancedDateTimeDialogOpen] = useState(false)
+   const [forceAdvancedDateTimeDialogOpen, setForceAdvancedDateTimeDialogOpen] = useState(false);
    const [, forceUpdate] = useReducer((x) => x + 1, 0);
 
    const openRelativeDateTimeMenu = (event: React.MouseEvent<HTMLElement>) =>
    {
+      setRelativeDateTimeOpen(true);
       setRelativeDateTimeMenuAnchorElement(event.currentTarget);
    };
 
    const closeRelativeDateTimeMenu = () =>
    {
+      setRelativeDateTimeOpen(false);
       setRelativeDateTimeMenuAnchorElement(null);
    };
 
@@ -137,20 +150,12 @@ export default function CriteriaDateField({valueIndex, label, idPrefix, field, c
    const isExpression = criteria.values && criteria.values[valueIndex] && criteria.values[valueIndex].type;
    const currentExpression = isExpression ? criteria.values[valueIndex] : null;
 
-   const NoWrapTooltip = styled(({className, children, ...props}: TooltipProps) => (
-      <Tooltip {...props} classes={{popper: className}}>{children}</Tooltip>
-   ))({
-      [`& .${tooltipClasses.tooltip}`]: {
-         whiteSpace: "nowrap"
-      },
-   });
-
    const tooltipMenuItemFromExpression = (valueIndex: number, tooltipPlacement: "left" | "right", expression: Expression) =>
    {
       let startOfPrefix = "";
-      if(expression.type == "ThisOrLastPeriod")
+      if (expression.type == "ThisOrLastPeriod")
       {
-         if(field.type == QFieldType.DATE_TIME || expression.timeUnit != "DAYS")
+         if (field.type == QFieldType.DATE_TIME || expression.timeUnit != "DAYS")
          {
             startOfPrefix = "start of ";
          }
@@ -191,84 +196,120 @@ export default function CriteriaDateField({valueIndex, label, idPrefix, field, c
       setTimeout(() => setForceAdvancedDateTimeDialogOpen(false), 100);
    }
 
+   const makeFilterVariableTextField = (expression: FilterVariableExpression, valueIndex: number = 0, label = "Value", idPrefix = "value-") =>
+   {
+      const clearValue = (event: React.MouseEvent<HTMLAnchorElement> | React.MouseEvent<HTMLButtonElement>, index: number) =>
+      {
+         valueChangeHandler(event, index, "");
+         document.getElementById(`${idPrefix}${criteria.id}`).focus();
+      };
+
+      const inputProps2: any = {};
+      inputProps2.endAdornment = (
+         <InputAdornment position="end">
+            <IconButton sx={{visibility: expression ? "visible" : "hidden"}} onClick={(event) => clearValue(event, valueIndex)}>
+               <Icon>closer</Icon>
+            </IconButton>
+         </InputAdornment>
+      );
+
+      return <NoWrapTooltip title={<EvaluatedExpression field={field} expression={expression} />} placement="bottom" enterDelay={1000} sx={{marginLeft: "-75px !important", marginTop: "-8px !important"}}><TextField
+         id={`${idPrefix}${criteria.id}`}
+         label={label}
+         variant="standard"
+         autoComplete="off"
+         InputProps={{disabled: true, readOnly: true, unselectable: "off", ...inputProps2}}
+         InputLabelProps={{shrink: true}}
+         value="${VARIABLE}"
+         fullWidth
+      /></NoWrapTooltip>;
+   };
+
+
    return <Box display="flex" alignItems="flex-end">
       {
-         isExpression ? makeDateTimeExpressionTextField(criteria.values[valueIndex], valueIndex, label, idPrefix)
+         isExpression ?
-            : makeTextField(field, criteria, valueChangeHandler, valueIndex, label, idPrefix)
+            currentExpression?.type == "FilterVariableExpression" ? (
+               makeFilterVariableTextField(criteria.values[valueIndex], valueIndex, label, idPrefix)
+            ) : (
+               makeDateTimeExpressionTextField(criteria.values[valueIndex], valueIndex, label, idPrefix)
+            )
+            : makeTextField(field, criteria, valueChangeHandler, valueIndex, label, idPrefix, allowVariables)
       }
-      <Box>
+      {
-         <Tooltip title={`Choose a common relative ${field.type == QFieldType.DATE ? "date" : "date-time"} expression`} placement="bottom">
+         (!isExpression || currentExpression?.type != "FilterVariableExpression") && (
-            <Icon fontSize="small" color="info" sx={{mx: 0.25, cursor: "pointer", position: "relative", top: "2px"}} onClick={openRelativeDateTimeMenu}>date_range</Icon>
+            <><Box>
-         </Tooltip>
+               <Tooltip title={`Choose a common relative ${field.type == QFieldType.DATE ? "date" : "date-time"} expression`} placement="bottom">
-         <Menu
+                  <Icon fontSize="small" color="info" sx={{mx: 0.25, cursor: "pointer", position: "relative", top: "2px"}} onClick={openRelativeDateTimeMenu}>date_range</Icon>
-            open={relativeDateTimeMenuAnchorElement}
+               </Tooltip>
-            anchorEl={relativeDateTimeMenuAnchorElement}
+               <Menu
-            transformOrigin={{horizontal: "left", vertical: "top"}}
+                  open={relativeDateTimeOpen}
-            onClose={closeRelativeDateTimeMenu}
+                  anchorEl={relativeDateTimeMenuAnchorElement}
-         >
+                  transformOrigin={{horizontal: "left", vertical: "top"}}
-            {
+                  onClose={closeRelativeDateTimeMenu}
-               field.type == QFieldType.DATE ?
+               >
-                  <Box display="flex">
+                  {field.type == QFieldType.DATE ?
-                     <Box>
+                     <Box display="flex">
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 7, "DAYS"))}
+                        <Box>
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 14, "DAYS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 7, "DAYS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 30, "DAYS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 14, "DAYS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 90, "DAYS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 30, "DAYS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 180, "DAYS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 90, "DAYS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 1, "YEARS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 180, "DAYS"))}
-                        <Divider />
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 1, "YEARS"))}
-                        <Tooltip title="Define a custom expression" placement="left">
+                           <Divider />
-                           <MenuItem onClick={doForceAdvancedDateTimeDialogOpen}>Custom</MenuItem>
+                           <Tooltip title="Define a custom expression" placement="left">
-                        </Tooltip>
+                              <MenuItem onClick={doForceAdvancedDateTimeDialogOpen}>Custom</MenuItem>
+                           </Tooltip>
+                        </Box>
+                        <Box>
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "DAYS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "DAYS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "WEEKS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "WEEKS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "MONTHS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "MONTHS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "YEARS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "YEARS"))}
+                        </Box>
                      </Box>
-                     <Box>
+                     :
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "DAYS"))}
+                     <Box display="flex">
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "DAYS"))}
+                        <Box>
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "WEEKS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 1, "HOURS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "WEEKS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 12, "HOURS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "MONTHS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 24, "HOURS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "MONTHS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 7, "DAYS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "YEARS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 14, "DAYS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "YEARS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 30, "DAYS"))}
-                     </Box>
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 90, "DAYS"))}
-                  </Box>
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 180, "DAYS"))}
-                  :
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 1, "YEARS"))}
-                  <Box display="flex">
+                           <Divider />
-                     <Box>
+                           <Tooltip title="Define a custom expression" placement="left">
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 1, "HOURS"))}
+                              <MenuItem onClick={doForceAdvancedDateTimeDialogOpen}>Custom</MenuItem>
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 12, "HOURS"))}
+                           </Tooltip>
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 24, "HOURS"))}
+                        </Box>
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 7, "DAYS"))}
+                        <Box>
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 14, "DAYS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newNowExpression())}
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 30, "DAYS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "HOURS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 90, "DAYS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "HOURS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 180, "DAYS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "DAYS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 1, "YEARS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "DAYS"))}
-                        <Divider />
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "WEEKS"))}
-                        <Tooltip title="Define a custom expression" placement="left">
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "WEEKS"))}
-                           <MenuItem onClick={doForceAdvancedDateTimeDialogOpen}>Custom</MenuItem>
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "MONTHS"))}
-                        </Tooltip>
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "MONTHS"))}
-                     </Box>
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "YEARS"))}
-                     <Box>
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "YEARS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newNowExpression())}
+                        </Box>
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "HOURS"))}
+                     </Box>}
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "HOURS"))}
+               </Menu>
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "DAYS"))}
+            </Box><Box>
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "DAYS"))}
+               <AdvancedDateTimeFilterValues type={field.type} expression={currentExpression} onSave={(expression: any) => saveNewDateTimeExpression(valueIndex, expression)} forcedOpen={forceAdvancedDateTimeDialogOpen} />
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "WEEKS"))}
+            </Box></>
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "WEEKS"))}
+         )
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "MONTHS"))}
+      }
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "MONTHS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "YEARS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "YEARS"))}
-                     </Box>
-                  </Box>
-            }
-         </Menu>
-      </Box>
-      <Box>
-         <AdvancedDateTimeFilterValues type={field.type} expression={currentExpression} onSave={(expression: any) => saveNewDateTimeExpression(valueIndex, expression)} forcedOpen={forceAdvancedDateTimeDialogOpen} />
-      </Box>
    </Box>;
 }
 

src/qqq/components/query/CustomColumnsPanel.tsx

@@ -21,7 +21,9 @@
 
 import {QInstance} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QInstance";
 import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
-import {Box, FormControlLabel, FormGroup} from "@mui/material";
+
+import {FormControlLabel, FormGroup} from "@mui/material";
+import Box from "@mui/material/Box";
 import Button from "@mui/material/Button";
 import Icon from "@mui/material/Icon";
 import IconButton from "@mui/material/IconButton";
@@ -56,7 +58,7 @@ export const CustomColumnsPanel = forwardRef<any, GridColumnsPanelProps>(
       const someRef = createRef();
 
       const textRef = useRef(null);
-      const [didInitialFocus, setDidInitialFocus] = useState(false)
+      const [didInitialFocus, setDidInitialFocus] = useState(false);
 
       const [openGroups, setOpenGroups] = useState(props.initialOpenedGroups || {});
       const openGroupsBecauseOfFilter = {} as { [name: string]: boolean };
@@ -71,9 +73,9 @@ export const CustomColumnsPanel = forwardRef<any, GridColumnsPanelProps>(
 
       console.log(`Open groups: ${JSON.stringify(openGroups)}`);
 
-      if(!didInitialFocus)
+      if (!didInitialFocus)
       {
-         if(textRef.current)
+         if (textRef.current)
          {
             textRef.current.select();
             setDidInitialFocus(true);
@@ -189,11 +191,11 @@ export const CustomColumnsPanel = forwardRef<any, GridColumnsPanelProps>(
       ///////////////////////////////////////////////////////////////////////////////////////////////////////
       // always sort columns by label.  note, in future may offer different sorts - here's where to do it. //
       ///////////////////////////////////////////////////////////////////////////////////////////////////////
-      const sortedColumns = [... columns];
+      const sortedColumns = [...columns];
       sortedColumns.sort((a, b): number =>
       {
          return a.headerName.localeCompare(b.headerName);
-      })
+      });
 
       for (let i = 0; i < sortedColumns.length; i++)
       {
@@ -361,7 +363,7 @@ export const CustomColumnsPanel = forwardRef<any, GridColumnsPanelProps>(
       const changeFilterText = (newValue: string) =>
       {
          setFilterText(newValue);
-         props.filterTextChanger(newValue)
+         props.filterTextChanger(newValue);
       };
 
       const filterTextChanged = (event: React.ChangeEvent<HTMLTextAreaElement | HTMLInputElement>) =>

src/qqq/components/query/CustomFilterPanel.tsx

@@ -28,8 +28,8 @@ import Box from "@mui/material/Box";
 import Button from "@mui/material/Button/Button";
 import Icon from "@mui/material/Icon/Icon";
 import {GridFilterPanelProps, GridSlotsComponentsProps} from "@mui/x-data-grid-pro";
-import React, {forwardRef, useReducer} from "react";
 import {FilterCriteriaRow, getDefaultCriteriaValue} from "qqq/components/query/FilterCriteriaRow";
+import React, {forwardRef, useReducer} from "react";
 
 
 declare module "@mui/x-data-grid"
@@ -49,7 +49,7 @@ declare module "@mui/x-data-grid"
 
 export class QFilterCriteriaWithId extends QFilterCriteria
 {
-   id: number
+   id: number;
 }
 
 
@@ -62,6 +62,7 @@ export const CustomFilterPanel = forwardRef<any, GridFilterPanelProps>(
       const [, forceUpdate] = useReducer((x) => x + 1, 0);
 
       const queryFilter = props.queryFilter;
+
       // console.log(`CustomFilterPanel: filter: ${JSON.stringify(queryFilter)}`);
 
       function focusLastField()
@@ -124,7 +125,7 @@ export const CustomFilterPanel = forwardRef<any, GridFilterPanelProps>(
          }
       }
 
-      if(queryFilter.criteria.length == 1 && !queryFilter.criteria[0].fieldName)
+      if (queryFilter.criteria.length == 1 && !queryFilter.criteria[0].fieldName)
       {
          focusLastField();
       }
@@ -142,7 +143,7 @@ export const CustomFilterPanel = forwardRef<any, GridFilterPanelProps>(
       {
          queryFilter.criteria[index] = newCriteria;
 
-         clearTimeout(debounceTimeout)
+         clearTimeout(debounceTimeout);
          debounceTimeout = setTimeout(() => props.updateFilter(queryFilter), needDebounce ? 500 : 1);
 
          forceUpdate();
@@ -178,6 +179,8 @@ export const CustomFilterPanel = forwardRef<any, GridFilterPanelProps>(
                            updateCriteria={(newCriteria, needDebounce) => updateCriteria(newCriteria, index, needDebounce)}
                            removeCriteria={() => removeCriteria(index)}
                            updateBooleanOperator={(newValue) => updateBooleanOperator(newValue)}
+                           allowVariables={props.allowVariables}
+                           queryScreenUsage={props.queryScreenUsage}
                         />
                         {/*JSON.stringify(criteria)*/}
                      </Box>

src/qqq/components/query/EvaluatedExpression.tsx

@@ -21,9 +21,9 @@
 
 import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
 import {QFieldType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldType";
-import React, {useEffect, useState} from "react";
 import {Expression} from "qqq/components/query/CriteriaDateField";
 import ValueUtils from "qqq/utils/qqq/ValueUtils";
+import React, {useEffect, useState} from "react";
 
 /*******************************************************************************
  ** Helper component to show value inside tooltips that ticks up every second.
@@ -50,13 +50,18 @@ export function EvaluatedExpression({field, expression}: EvaluatedExpressionProp
       return () => clearInterval(interval);
    }, []);
 
-   return <>{`${evaluateExpression(timeForEvaluations, field, expression)}`}</>;
+   return <span style={{fontVariantNumeric: "tabular-nums"}}>{`${evaluateExpression(timeForEvaluations, field, expression)}`}</span>;
 }
 
 const HOUR_MS = 60 * 60 * 1000;
 const DAY_MS = 24 * 60 * 60 * 1000;
 const evaluateExpression = (time: Date, field: QFieldMetaData, expression: Expression): string =>
 {
+   if (expression.type == "FilterVariableExpression")
+   {
+      return (expression.toString());
+   }
+
    let rs: Date = null;
    if (expression.type == "NowWithOffset")
    {

src/qqq/components/query/ExportMenuItem.tsx

@@ -23,8 +23,9 @@ import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QT
 import {QQueryFilter} from "@kingsrook/qqq-frontend-core/lib/model/query/QQueryFilter";
 import MenuItem from "@mui/material/MenuItem";
 import {GridColDef, GridExportMenuItemProps} from "@mui/x-data-grid-pro";
-import React from "react";
+import QContext from "QContext";
 import ValueUtils from "qqq/utils/qqq/ValueUtils";
+import React, {useContext} from "react";
 
 interface QExportMenuItemProps extends GridExportMenuItemProps<{}>
 {
@@ -43,11 +44,15 @@ export default function ExportMenuItem(props: QExportMenuItemProps)
 {
    const {format, tableMetaData, totalRecords, columnsModel, columnVisibilityModel, queryFilter, hideMenu} = props;
 
+   const {recordAnalytics} = useContext(QContext);
+
    return (
       <MenuItem
-         disabled={!totalRecords}
+         disabled={totalRecords === 0}
          onClick={() =>
          {
+            recordAnalytics({category: "tableEvents", action: "export", label: tableMetaData.label});
+
             ///////////////////////////////////////////////////////////////////////////////
             // build the list of visible fields.  note, not doing them in-order (in case //
             // the user did drag & drop), because column order model isn't right yet     //

src/qqq/components/query/FilterCriteriaRow.tsx

@@ -33,10 +33,11 @@ import MenuItem from "@mui/material/MenuItem";
 import Select, {SelectChangeEvent} from "@mui/material/Select/Select";
 import TextField from "@mui/material/TextField";
 import Tooltip from "@mui/material/Tooltip";
-import React, {ReactNode, SyntheticEvent, useState} from "react";
 import FieldAutoComplete from "qqq/components/misc/FieldAutoComplete";
 import FilterCriteriaRowValues from "qqq/components/query/FilterCriteriaRowValues";
+import {QueryScreenUsage} from "qqq/pages/records/query/RecordQuery";
 import FilterUtils from "qqq/utils/qqq/FilterUtils";
+import React, {ReactNode, SyntheticEvent, useState} from "react";
 
 
 export enum ValueMode
@@ -72,7 +73,7 @@ export const getValueModeRequiredCount = (valueMode: ValueMode): number =>
       case ValueMode.PVS_MULTI:
          return (null);
    }
-}
+};
 
 export interface OperatorOption
 {
@@ -183,7 +184,7 @@ export const getOperatorOptions = (tableMetaData: QTableMetaData, fieldName: str
    }
 
    return (operatorOptions);
-}
+};
 
 
 interface FilterCriteriaRowProps
@@ -197,13 +198,14 @@ interface FilterCriteriaRowProps
    updateCriteria: (newCriteria: QFilterCriteria, needDebounce: boolean) => void;
    removeCriteria: () => void;
    updateBooleanOperator: (newValue: string) => void;
+   queryScreenUsage?: QueryScreenUsage;
+   allowVariables?: boolean;
 }
 
 FilterCriteriaRow.defaultProps =
-   {
+   {};
-   };
 
-export function validateCriteria(criteria: QFilterCriteria, operatorSelectedValue?: OperatorOption): {criteriaIsValid: boolean, criteriaStatusTooltip: string}
+export function validateCriteria(criteria: QFilterCriteria, operatorSelectedValue?: OperatorOption): { criteriaIsValid: boolean, criteriaStatusTooltip: string }
 {
    let criteriaIsValid = true;
    let criteriaStatusTooltip = "This condition is fully defined and is part of your filter.";
@@ -213,7 +215,7 @@ export function validateCriteria(criteria: QFilterCriteria, operatorSelectedValu
       return (value === null || value == undefined || String(value).trim() === "");
    }
 
-   if(!criteria)
+   if (!criteria)
    {
       criteriaIsValid = false;
       criteriaStatusTooltip = "This condition is not defined.";
@@ -266,7 +268,7 @@ export function validateCriteria(criteria: QFilterCriteria, operatorSelectedValu
    return {criteriaIsValid, criteriaStatusTooltip};
 }
 
-export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria, booleanOperator, updateCriteria, removeCriteria, updateBooleanOperator}: FilterCriteriaRowProps): JSX.Element
+export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria, booleanOperator, updateCriteria, removeCriteria, updateBooleanOperator, queryScreenUsage, allowVariables}: FilterCriteriaRowProps): JSX.Element
 {
    // console.log(`FilterCriteriaRow: criteria: ${JSON.stringify(criteria)}`);
    const [operatorSelectedValue, setOperatorSelectedValue] = useState(null as OperatorOption);
@@ -284,7 +286,7 @@ export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria,
    let defaultFieldValue;
    let field = null;
    let fieldTable = null;
-   if(criteria && criteria.fieldName)
+   if (criteria && criteria.fieldName)
    {
       [field, fieldTable] = FilterUtils.getField(tableMetaData, criteria.fieldName);
       if (field && fieldTable)
@@ -303,9 +305,9 @@ export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria,
 
          let newOperatorSelectedValue = operatorOptions.filter(option =>
          {
-            if(option.value == criteria.operator)
+            if (option.value == criteria.operator)
             {
-               if(option.implicitValues)
+               if (option.implicitValues)
                {
                   return (JSON.stringify(option.implicitValues) == JSON.stringify(criteria.values));
                }
@@ -316,7 +318,7 @@ export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria,
             }
             return (false);
          })[0];
-         if(newOperatorSelectedValue?.label !== operatorSelectedValue?.label)
+         if (newOperatorSelectedValue?.label !== operatorSelectedValue?.label)
          {
             setOperatorSelectedValue(newOperatorSelectedValue);
             setOperatorInputValue(newOperatorSelectedValue?.label);
@@ -379,12 +381,12 @@ export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria,
    {
       criteria.operator = newValue ? newValue.value : null;
 
-      if(newValue)
+      if (newValue)
       {
          setOperatorSelectedValue(newValue);
          setOperatorInputValue(newValue.label);
 
-         if(newValue.implicitValues)
+         if (newValue.implicitValues)
          {
             criteria.values = newValue.implicitValues;
          }
@@ -393,15 +395,15 @@ export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria,
          // we've seen cases where switching operators can sometimes put a null in as the first value... //
          // that just causes a bad time (e.g., null pointers in Autocomplete), so, get rid of that.      //
          //////////////////////////////////////////////////////////////////////////////////////////////////
-         if(criteria.values && criteria.values.length == 1 && criteria.values[0] == null)
+         if (criteria.values && criteria.values.length == 1 && criteria.values[0] == null)
          {
             criteria.values = [];
          }
 
-         if(newValue.valueMode && !newValue.implicitValues)
+         if (newValue.valueMode && !newValue.implicitValues)
          {
             const requiredValueCount = getValueModeRequiredCount(newValue.valueMode);
-            if(requiredValueCount != null && criteria.values.length > requiredValueCount)
+            if (requiredValueCount != null && criteria.values.length > requiredValueCount)
             {
                criteria.values.splice(requiredValueCount);
             }
@@ -424,12 +426,12 @@ export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria,
       // @ts-ignore
       const value = newValue !== undefined ? newValue : event ? event.target.value : null;
 
-      if(!criteria.values)
+      if (!criteria.values)
       {
          criteria.values = [];
       }
 
-      if(valueIndex == "all")
+      if (valueIndex == "all")
       {
          criteria.values = value;
       }
@@ -484,7 +486,9 @@ export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria,
                : <span />}
          </Box>
          <Box display="inline-block" width={250} className="fieldColumn">
-            <FieldAutoComplete id={`field-${id}`} metaData={metaData} tableMetaData={tableMetaData} defaultValue={defaultFieldValue} handleFieldChange={handleFieldChange} />
+            <FieldAutoComplete id={`field-${id}`} metaData={metaData} tableMetaData={tableMetaData} defaultValue={defaultFieldValue} handleFieldChange={handleFieldChange}
+               autocompleteSlotProps={{popper: {className: "filterCriteriaRowColumnPopper", style: {padding: 0, width: "250px"}}}}
+            />
          </Box>
          <Box display="inline-block" width={200} className="operatorColumn">
             <Tooltip title={criteria.fieldName == null ? "You must select a field before you can select an operator" : null} enterDelay={tooltipEnterDelay}>
@@ -512,6 +516,8 @@ export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria,
                field={field}
                table={fieldTable}
                valueChangeHandler={(event, valueIndex, newValue) => handleValueChange(event, valueIndex, newValue)}
+               queryScreenUsage={queryScreenUsage}
+               allowVariables={allowVariables}
             />
          </Box>
          <Box display="inline-block">

src/qqq/components/query/FilterCriteriaRowValues.tsx

@@ -23,19 +23,25 @@
 import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
 import {QFieldType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldType";
 import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
+import {FilterVariableExpression} from "@kingsrook/qqq-frontend-core/lib/model/query/FilterVariableExpression";
 import Autocomplete from "@mui/material/Autocomplete";
 import Box from "@mui/material/Box";
 import Icon from "@mui/material/Icon";
 import IconButton from "@mui/material/IconButton";
 import InputAdornment from "@mui/material/InputAdornment/InputAdornment";
 import TextField from "@mui/material/TextField";
-import React, {SyntheticEvent, useReducer} from "react";
+import DynamicFormUtils from "qqq/components/forms/DynamicFormUtils";
 import DynamicSelect from "qqq/components/forms/DynamicSelect";
-import CriteriaDateField from "qqq/components/query/CriteriaDateField";
+import AssignFilterVariable from "qqq/components/query/AssignFilterVariable";
+import CriteriaDateField, {NoWrapTooltip} from "qqq/components/query/CriteriaDateField";
 import {QFilterCriteriaWithId} from "qqq/components/query/CustomFilterPanel";
+import {EvaluatedExpression} from "qqq/components/query/EvaluatedExpression";
 import FilterCriteriaPaster from "qqq/components/query/FilterCriteriaPaster";
 import {OperatorOption, ValueMode} from "qqq/components/query/FilterCriteriaRow";
+import {QueryScreenUsage} from "qqq/pages/records/query/RecordQuery";
 import ValueUtils from "qqq/utils/qqq/ValueUtils";
+import React, {SyntheticEvent, useReducer} from "react";
+import {flushSync} from "react-dom";
 
 interface Props
 {
@@ -44,7 +50,9 @@ interface Props
    field: QFieldMetaData;
    table: QTableMetaData;
    valueChangeHandler: (event: React.ChangeEvent | SyntheticEvent, valueIndex?: number | "all", newValue?: any) => void;
-   initiallyOpenMultiValuePvs?: boolean
+   initiallyOpenMultiValuePvs?: boolean;
+   queryScreenUsage?: QueryScreenUsage;
+   allowVariables?: boolean;
 }
 
 FilterCriteriaRowValues.defaultProps =
@@ -52,6 +60,10 @@ FilterCriteriaRowValues.defaultProps =
       initiallyOpenMultiValuePvs: false
    };
 
+
+/***************************************************************************
+ * get the type to use for an <input> from a QFieldMetaData
+ ***************************************************************************/
 export const getTypeForTextField = (field: QFieldMetaData): string =>
 {
    let type = "search";
@@ -72,8 +84,15 @@ export const getTypeForTextField = (field: QFieldMetaData): string =>
    return (type);
 };
 
-export const makeTextField = (field: QFieldMetaData, criteria: QFilterCriteriaWithId, valueChangeHandler?: (event: (React.ChangeEvent | React.SyntheticEvent), valueIndex?: (number | "all"), newValue?: any) => void, valueIndex: number = 0, label = "Value", idPrefix = "value-") =>
+
+/***************************************************************************
+ * Make an <input type=text> (actually, might be a different type, but that's
+ * the gist of it), for a field.
+ ***************************************************************************/
+export const makeTextField = (field: QFieldMetaData, criteria: QFilterCriteriaWithId, valueChangeHandler?: (event: (React.ChangeEvent | React.SyntheticEvent), valueIndex?: (number | "all"), newValue?: any) => void, valueIndex: number = 0, label = "Value", idPrefix = "value-", allowVariables = false) =>
 {
+   const isExpression = criteria.values && criteria.values[valueIndex] && criteria.values[valueIndex].type;
+   const inputId = `${idPrefix}${criteria.id}`;
    let type = getTypeForTextField(field);
    const inputLabelProps: any = {};
 
@@ -88,12 +107,70 @@ export const makeTextField = (field: QFieldMetaData, criteria: QFilterCriteriaWi
       value = ValueUtils.formatDateTimeValueForForm(value);
    }
 
+   /***************************************************************************
+    * Event handler for the clear 'x'.
+    ***************************************************************************/
    const clearValue = (event: React.MouseEvent<HTMLAnchorElement> | React.MouseEvent<HTMLButtonElement>, index: number) =>
    {
       valueChangeHandler(event, index, "");
-      document.getElementById(`${idPrefix}${criteria.id}`).focus();
+      document.getElementById(inputId).focus();
    };
 
+
+   /*******************************************************************************
+    ** Event handler for key-down events - specifically added here, to stop pressing
+    ** 'tab' in a date or date-time from closing the quick-filter...
+    *******************************************************************************/
+   const handleKeyDown = (e: any) =>
+   {
+      if (field.type == QFieldType.DATE || field.type == QFieldType.DATE_TIME)
+      {
+         if (e.code == "Tab")
+         {
+            console.log("Tab on date or date-time - don't close me, just move to the next sub-field!...");
+            e.stopPropagation();
+         }
+      }
+   };
+
+
+   /***************************************************************************
+    * make a version of the text field for when the criteria's value is set to
+    * be a "variable"
+    ***************************************************************************/
+   const makeFilterVariableTextField = (expression: FilterVariableExpression, valueIndex: number = 0, label = "Value", idPrefix = "value-") =>
+   {
+      const clearValue = (event: React.MouseEvent<HTMLAnchorElement> | React.MouseEvent<HTMLButtonElement>, index: number) =>
+      {
+         valueChangeHandler(event, index, "");
+         document.getElementById(`${idPrefix}${criteria.id}`).focus();
+      };
+
+      const inputProps2: any = {};
+      inputProps2.endAdornment = (
+         <InputAdornment position="end">
+            <IconButton sx={{visibility: expression ? "visible" : "hidden"}} onClick={(event) => clearValue(event, valueIndex)}>
+               <Icon>closer</Icon>
+            </IconButton>
+         </InputAdornment>
+      );
+
+      return <NoWrapTooltip title={<EvaluatedExpression field={field} expression={expression} />} placement="bottom" enterDelay={1000} sx={{marginLeft: "-75px !important", marginTop: "-8px !important"}}><TextField
+         id={`${idPrefix}${criteria.id}`}
+         label={label}
+         variant="standard"
+         autoComplete="off"
+         InputProps={{disabled: true, readOnly: true, unselectable: "off", ...inputProps2}}
+         InputLabelProps={{shrink: true}}
+         value="${VARIABLE}"
+         fullWidth
+      /></NoWrapTooltip>;
+   };
+
+
+   ///////////////////////////////////////////////////////////////////////////
+   // set up an 'x' icon as an end-adornment, to clear value from the field //
+   ///////////////////////////////////////////////////////////////////////////
    const inputProps: any = {};
    inputProps.endAdornment = (
       <InputAdornment position="end">
@@ -103,22 +180,87 @@ export const makeTextField = (field: QFieldMetaData, criteria: QFilterCriteriaWi
       </InputAdornment>
    );
 
-   return <TextField
+
-      id={`${idPrefix}${criteria.id}`}
+   /***************************************************************************
-      label={label}
+    * onChange event handler.  deals with, if the field has a to upper/lower
-      variant="standard"
+    * case rule on it, to apply that transform, and adjust the cursor.
-      autoComplete="off"
+    * See:  https://giacomocerquone.com/blog/keep-input-cursor-still
-      type={type}
+    ***************************************************************************/
-      onChange={(event) => valueChangeHandler(event, valueIndex)}
+   function onChange(event: any)
-      value={value}
+   {
-      InputLabelProps={inputLabelProps}
+      const beforeStart = event.target.selectionStart;
-      InputProps={inputProps}
+      const beforeEnd = event.target.selectionEnd;
-      fullWidth
+
-      autoFocus={true}
+      let isToUpperCase = DynamicFormUtils.isToUpperCase(field);
-   />;
+      let isToLowerCase = DynamicFormUtils.isToLowerCase(field);
+
+      if (isToUpperCase || isToLowerCase)
+      {
+         flushSync(() =>
+         {
+            let newValue = event.currentTarget.value;
+
+            if (isToUpperCase)
+            {
+               newValue = newValue.toUpperCase();
+            }
+            if (isToLowerCase)
+            {
+               newValue = newValue.toLowerCase();
+            }
+
+            event.currentTarget.value = newValue;
+         });
+
+         const input = document.getElementById(inputId);
+         if (input)
+         {
+            // @ts-ignore
+            input.setSelectionRange(beforeStart, beforeEnd);
+         }
+      }
+
+      valueChangeHandler(event, valueIndex);
+   }
+
+   ////////////////////////
+   // return the element //
+   ////////////////////////
+   return <Box sx={{margin: 0, padding: 0, display: "flex"}}>
+      {
+         isExpression ? (
+            makeFilterVariableTextField(criteria.values[valueIndex], valueIndex, label, idPrefix)
+         ) : (
+            <TextField
+               id={inputId}
+               label={label}
+               variant="standard"
+               autoComplete="off"
+               type={type}
+               onChange={onChange}
+               onKeyDown={handleKeyDown}
+               value={value}
+               InputLabelProps={inputLabelProps}
+               InputProps={inputProps}
+               fullWidth
+               autoFocus={true}
+            />
+         )
+      }
+      {
+         allowVariables && (
+            <AssignFilterVariable field={field} valueChangeHandler={valueChangeHandler} valueIndex={valueIndex} />
+         )
+      }
+   </Box>;
 };
 
-function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueChangeHandler, initiallyOpenMultiValuePvs}: Props): JSX.Element
+
+/***************************************************************************
+ * Component that is the "values" portion of a FilterCriteria Row in the
+ * advanced query filter editor.
+ ***************************************************************************/
+function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueChangeHandler, initiallyOpenMultiValuePvs, queryScreenUsage, allowVariables}: Props): JSX.Element
 {
    const [, forceUpdate] = useReducer((x) => x + 1, 0);
 
@@ -127,6 +269,10 @@ function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueC
       return null;
    }
 
+
+   /***************************************************************************
+    * Callback for the Save button from the paste-values modal
+    ***************************************************************************/
    function saveNewPasterValues(newValues: any[])
    {
       if (criteria.values)
@@ -150,33 +296,38 @@ function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueC
       forceUpdate();
    }
 
+   const isExpression = criteria.values && criteria.values[0] && criteria.values[0].type;
+
+   //////////////////////////////////////////////////////////////////////////////
+   // render different form element9s) based on operator option's "value mode" //
+   //////////////////////////////////////////////////////////////////////////////
    switch (operatorOption.valueMode)
    {
       case ValueMode.NONE:
          return null;
       case ValueMode.SINGLE:
-         return makeTextField(field, criteria, valueChangeHandler);
+         return makeTextField(field, criteria, valueChangeHandler, 0, undefined, undefined, allowVariables);
       case ValueMode.SINGLE_DATE:
-         return <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} />;
+         return <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} allowVariables={allowVariables} />;
       case ValueMode.DOUBLE_DATE:
          return <Box>
-            <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} valueIndex={0} label="From" idPrefix="from-" />
+            <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} valueIndex={0} label="From" idPrefix="from-" allowVariables={allowVariables} />
-            <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} valueIndex={1} label="To" idPrefix="to-" />
+            <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} valueIndex={1} label="To" idPrefix="to-" allowVariables={allowVariables} />
          </Box>;
       case ValueMode.SINGLE_DATE_TIME:
-         return <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} />;
+         return <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} allowVariables={allowVariables} />;
       case ValueMode.DOUBLE_DATE_TIME:
          return <Box>
-            <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} valueIndex={0} label="From" idPrefix="from-" />
+            <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} valueIndex={0} label="From" idPrefix="from-" allowVariables={allowVariables} />
-            <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} valueIndex={1} label="To" idPrefix="to-" />
+            <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} valueIndex={1} label="To" idPrefix="to-" allowVariables={allowVariables} />
          </Box>;
       case ValueMode.DOUBLE:
          return <Box>
             <Box width="50%" display="inline-block">
-               {makeTextField(field, criteria, valueChangeHandler, 0, "From", "from-")}
+               {makeTextField(field, criteria, valueChangeHandler, 0, "From", "from-", allowVariables)}
             </Box>
             <Box width="50%" display="inline-block">
-               {makeTextField(field, criteria, valueChangeHandler, 1, "To", "to-")}
+               {makeTextField(field, criteria, valueChangeHandler, 1, "To", "to-", allowVariables)}
             </Box>
          </Box>;
       case ValueMode.MULTI:
@@ -209,19 +360,29 @@ function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueC
          {
             selectedPossibleValue = criteria.values[0];
          }
-         return <Box mb={-1.5}>
+         return <Box display="flex">
-            <DynamicSelect
+            {
-               tableName={table.name}
+               isExpression ? (
-               fieldName={field.name}
+                  makeTextField(field, criteria, valueChangeHandler, 0, undefined, undefined, allowVariables)
-               overrideId={field.name + "-single-" + criteria.id}
+               ) : (
-               key={field.name + "-single-" + criteria.id}
+                  <Box width={"100%"}>
-               fieldLabel="Value"
+                     <DynamicSelect
-               initialValue={selectedPossibleValue?.id}
+                        fieldPossibleValueProps={{tableName: table.name, fieldName: field.name, initialDisplayValue: selectedPossibleValue?.label}}
-               initialDisplayValue={selectedPossibleValue?.label}
+                        overrideId={field.name + "-single-" + criteria.id}
-               inForm={false}
+                        key={field.name + "-single-" + criteria.id}
-               onChange={(value: any) => valueChangeHandler(null, 0, value)}
+                        fieldLabel="Value"
-               variant="standard"
+                        initialValue={selectedPossibleValue?.id}
-            />
+                        inForm={false}
+                        onChange={(value: any) => valueChangeHandler(null, 0, value)}
+                        variant="standard"
+                        useCase="filter"
+                     />
+                  </Box>
+               )
+            }
+            {
+               allowVariables && !isExpression && <Box mt={2.0}><AssignFilterVariable field={field} valueChangeHandler={valueChangeHandler} valueIndex={0} /></Box>
+            }
          </Box>;
       case ValueMode.PVS_MULTI:
          console.log("Doing pvs multi: " + criteria.values);
@@ -237,10 +398,9 @@ function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueC
                initialValues = criteria.values;
             }
          }
-         return <Box mb={-1.5}>
+         return <Box>
             <DynamicSelect
-               tableName={table.name}
+               fieldPossibleValueProps={{tableName: table.name, fieldName: field.name, initialDisplayValue: null}}
-               fieldName={field.name}
                overrideId={field.name + "-multi-" + criteria.id}
                key={field.name + "-multi-" + criteria.id}
                isMultiple
@@ -250,6 +410,7 @@ function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueC
                inForm={false}
                onChange={(value: any) => valueChangeHandler(null, "all", value)}
                variant="standard"
+               useCase="filter"
             />
          </Box>;
    }
@@ -257,4 +418,4 @@ function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueC
    return (<br />);
 }
 
-export default FilterCriteriaRowValues;
+export default FilterCriteriaRowValues;

src/qqq/components/query/QuickFilter.tsx

@@ -30,14 +30,15 @@ import Box from "@mui/material/Box";
 import Button from "@mui/material/Button";
 import Menu from "@mui/material/Menu";
 import TextField from "@mui/material/TextField";
-import React, {SyntheticEvent, useContext, useReducer, useState} from "react";
 import QContext from "QContext";
 import {QFilterCriteriaWithId} from "qqq/components/query/CustomFilterPanel";
 import {getDefaultCriteriaValue, getOperatorOptions, getValueModeRequiredCount, OperatorOption, validateCriteria} from "qqq/components/query/FilterCriteriaRow";
 import FilterCriteriaRowValues from "qqq/components/query/FilterCriteriaRowValues";
 import XIcon from "qqq/components/query/XIcon";
+import {QueryScreenUsage} from "qqq/pages/records/query/RecordQuery";
 import FilterUtils from "qqq/utils/qqq/FilterUtils";
 import TableUtils from "qqq/utils/qqq/TableUtils";
+import React, {SyntheticEvent, useContext, useReducer, useState} from "react";
 
 export type CriteriaParamType = QFilterCriteriaWithId | null | "tooComplex";
 
@@ -50,6 +51,8 @@ interface QuickFilterProps
    updateCriteria: (newCriteria: QFilterCriteria, needDebounce: boolean, doRemoveCriteria: boolean) => void;
    defaultOperator?: QCriteriaOperator;
    handleRemoveQuickFilterField?: (fieldName: string) => void;
+   queryScreenUsage?: QueryScreenUsage;
+   allowVariables?: boolean;
 }
 
 QuickFilter.defaultProps =
@@ -71,7 +74,7 @@ export const quickFilterButtonStyles = {
    minHeight: "auto",
    padding: "0.375rem 0.625rem", whiteSpace: "nowrap",
    marginBottom: "0.5rem"
-}
+};
 
 /*******************************************************************************
  ** Test if a CriteriaParamType represents an actual query criteria - or, if it's
@@ -89,11 +92,11 @@ const criteriaParamIsCriteria = (param: CriteriaParamType): boolean =>
  *******************************************************************************/
 const doesOperatorOptionEqualCriteria = (operatorOption: OperatorOption, criteria: QFilterCriteriaWithId): boolean =>
 {
-   if(operatorOption.value == criteria.operator)
+   if (operatorOption.value == criteria.operator)
    {
-      if(operatorOption.implicitValues)
+      if (operatorOption.implicitValues)
       {
-         if(JSON.stringify(operatorOption.implicitValues) == JSON.stringify(criteria.values))
+         if (JSON.stringify(operatorOption.implicitValues) == JSON.stringify(criteria.values))
          {
             return (true);
          }
@@ -107,7 +110,7 @@ const doesOperatorOptionEqualCriteria = (operatorOption: OperatorOption, criteri
    }
 
    return (false);
-}
+};
 
 
 /*******************************************************************************
@@ -115,31 +118,48 @@ const doesOperatorOptionEqualCriteria = (operatorOption: OperatorOption, criteri
  ** autocomplete), given an array of options, the query's active criteria in this
  ** field, and the default operator to use for this field
  *******************************************************************************/
-const getOperatorSelectedValue = (operatorOptions: OperatorOption[], criteria: QFilterCriteriaWithId, defaultOperator: QCriteriaOperator): OperatorOption =>
+const getOperatorSelectedValue = (operatorOptions: OperatorOption[], criteria: QFilterCriteriaWithId, defaultOperator: QCriteriaOperator, return0thOptionInsteadOfNull: boolean = false): OperatorOption =>
 {
-   if(criteria)
+   if (criteria)
    {
       const filteredOptions = operatorOptions.filter(o => doesOperatorOptionEqualCriteria(o, criteria));
-      if(filteredOptions.length > 0)
+      if (filteredOptions.length > 0)
       {
          return (filteredOptions[0]);
       }
    }
 
    const filteredOptions = operatorOptions.filter(o => o.value == defaultOperator);
-   if(filteredOptions.length > 0)
+   if (filteredOptions.length > 0)
    {
       return (filteredOptions[0]);
    }
 
+   if(return0thOptionInsteadOfNull)
+   {
+      console.log("Returning 0th operator instead of null - this isn't expected, but has been seen to happen - so here's some additional debugging:");
+      try
+      {
+         console.log("Operator options:   " + JSON.stringify(operatorOptions));
+         console.log("Criteria: " + JSON.stringify(criteria));
+         console.log("Default Operator:   " + JSON.stringify(defaultOperator));
+      }
+      catch(e)
+      {
+         console.log(`Error in debug output: ${e}`);
+      }
+
+      return operatorOptions[0];
+   }
+
    return (null);
-}
+};
 
 /*******************************************************************************
  ** Component to render a QuickFilter - that is - a button, with a Menu under it,
  ** with Operator and Value controls.
  *******************************************************************************/
-export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData, criteriaParam, updateCriteria, defaultOperator, handleRemoveQuickFilterField}: QuickFilterProps): JSX.Element
+export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData, criteriaParam, updateCriteria, defaultOperator, handleRemoveQuickFilterField, queryScreenUsage, allowVariables}: QuickFilterProps): JSX.Element
 {
    const operatorOptions = fieldMetaData ? getOperatorOptions(tableMetaData, fullFieldName) : [];
    const [_, tableForField] = TableUtils.getFieldAndTable(tableMetaData, fullFieldName);
@@ -154,7 +174,7 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
    const [criteria, setCriteria] = useState(criteriaParamIsCriteria(criteriaParam) ? Object.assign({}, criteriaParam) as QFilterCriteriaWithId : null);
    const [id, setId] = useState(criteriaParamIsCriteria(criteriaParam) ? (criteriaParam as QFilterCriteriaWithId).id : ++seedId);
 
-   const [operatorSelectedValue, setOperatorSelectedValue] = useState(getOperatorSelectedValue(operatorOptions, criteria, defaultOperator));
+   const [operatorSelectedValue, setOperatorSelectedValue] = useState(getOperatorSelectedValue(operatorOptions, criteria, defaultOperator, true));
    const [operatorInputValue, setOperatorInputValue] = useState(operatorSelectedValue?.label);
 
    const {criteriaIsValid, criteriaStatusTooltip} = validateCriteria(criteria, operatorSelectedValue);
@@ -190,7 +210,7 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
    //////////////////////////////////////////////////////////////////////////////////////////////////////////////
    if (criteriaParamIsCriteria(criteriaParam) && JSON.stringify(criteriaParam) !== JSON.stringify(criteria))
    {
-      if(isOpen)
+      if (isOpen)
       {
          ////////////////////////////////////////////////////////////////////////////////
          // this was firing too-often for case where:  there was a criteria originally //
@@ -217,12 +237,12 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
     *******************************************************************************/
    const criteriaNeedsReset = (): boolean =>
    {
-      if(criteria != null && criteriaParam == null)
+      if (criteria != null && criteriaParam == null)
       {
          const defaultOperatorOption = operatorOptions.filter(o => o.value == defaultOperator)[0];
-         if(criteria.operator !== defaultOperatorOption?.value || JSON.stringify(criteria.values) !== JSON.stringify(getDefaultCriteriaValue()))
+         if (criteria.operator !== defaultOperatorOption?.value || JSON.stringify(criteria.values) !== JSON.stringify(getDefaultCriteriaValue()))
          {
-            if(isOpen)
+            if (isOpen)
             {
                //////////////////////////////////////////////////////////////////////////////////
                // this was firing too-often for case where:  there was no criteria originally, //
@@ -237,7 +257,7 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
       }
 
       return (false);
-   }
+   };
 
    /*******************************************************************************
     ** Construct a new criteria object - resetting the values tied to the operator
@@ -251,8 +271,8 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
       setOperatorSelectedValue(operatorOption);
       setOperatorInputValue(operatorOption?.label);
       setCriteria(criteria);
-      return(criteria);
+      return (criteria);
-   }
+   };
 
    /*******************************************************************************
     ** event handler to open the menu in response to the button being clicked.
@@ -266,7 +286,7 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
       {
          const element = document.getElementById("value-" + criteria.id);
          element?.focus();
-      })
+      });
    };
 
    /*******************************************************************************
@@ -304,15 +324,15 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
          // we've seen cases where switching operators can sometimes put a null in as the first value... //
          // that just causes a bad time (e.g., null pointers in Autocomplete), so, get rid of that.      //
          //////////////////////////////////////////////////////////////////////////////////////////////////
-         if(criteria.values && criteria.values.length == 1 && criteria.values[0] == null)
+         if (criteria.values && criteria.values.length == 1 && criteria.values[0] == null)
          {
             criteria.values = [];
          }
 
-         if(newValue.valueMode && !newValue.implicitValues)
+         if (newValue.valueMode && !newValue.implicitValues)
          {
             const requiredValueCount = getValueModeRequiredCount(newValue.valueMode);
-            if(requiredValueCount != null && criteria.values.length > requiredValueCount)
+            if (requiredValueCount != null && criteria.values.length > requiredValueCount)
             {
                criteria.values.splice(requiredValueCount);
             }
@@ -345,6 +365,7 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
       // @ts-ignore
       const value = newValue !== undefined ? newValue : event ? event.target.value : null;
 
+      console.log("IN HERE");
       if (!criteria.values)
       {
          criteria.values = [];
@@ -376,13 +397,13 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
     *******************************************************************************/
    const resetCriteria = (e: React.MouseEvent<HTMLSpanElement>) =>
    {
-      if(criteriaIsValid)
+      if (criteriaIsValid)
       {
          e.stopPropagation();
          const newCriteria = makeNewCriteria();
          updateCriteria(newCriteria, false, true);
       }
-   }
+   };
 
    /*******************************************************************************
     ** event handler for clicking the (x) icon that turns off this quick filter field.
@@ -390,17 +411,17 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
     *******************************************************************************/
    const handleTurningOffQuickFilterField = () =>
    {
-      closeMenu()
+      closeMenu();
-      if(handleRemoveQuickFilterField)
+      if (handleRemoveQuickFilterField)
       {
          handleRemoveQuickFilterField(criteria?.fieldName);
       }
-   }
+   };
 
    ////////////////////////////////////////////////////////////////////////////////////
    // if no field was input (e.g., record-query is still loading), return null early //
    ////////////////////////////////////////////////////////////////////////////////////
-   if(!fieldMetaData)
+   if (!fieldMetaData)
    {
       return (null);
    }
@@ -410,10 +431,10 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
    // from the last selected one, then set the state vars that control that autocomplete   //
    //////////////////////////////////////////////////////////////////////////////////////////
    const maybeNewOperatorSelectedValue = getOperatorSelectedValue(operatorOptions, criteria, defaultOperator);
-   if(JSON.stringify(maybeNewOperatorSelectedValue) !== JSON.stringify(operatorSelectedValue))
+   if (JSON.stringify(maybeNewOperatorSelectedValue) !== JSON.stringify(operatorSelectedValue))
    {
-      setOperatorSelectedValue(maybeNewOperatorSelectedValue)
+      setOperatorSelectedValue(maybeNewOperatorSelectedValue);
-      setOperatorInputValue(maybeNewOperatorSelectedValue?.label)
+      setOperatorInputValue(maybeNewOperatorSelectedValue?.label);
    }
 
    /////////////////////////////////////////////////////////////////////////////////////
@@ -431,7 +452,7 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
    const tooltipEnterDelay = 500;
 
    let buttonAdditionalStyles: any = {};
-   let buttonContent = <span>{tableForField?.name != tableMetaData.name ? `${tableForField.label}: ` : ""}{fieldMetaData.label}</span>
+   let buttonContent = <span>{tableForField?.name != tableMetaData.name ? `${tableForField.label}: ` : ""}{fieldMetaData.label}</span>;
    let buttonClassName = "filterNotActive";
    if (criteriaIsValid)
    {
@@ -446,9 +467,9 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
       // don't show the Equals or In operators //
       ///////////////////////////////////////////
       let operatorString = (<>{operatorSelectedValue.label}&nbsp;</>);
-      if(operatorSelectedValue.value == QCriteriaOperator.EQUALS || operatorSelectedValue.value == QCriteriaOperator.IN)
+      if (operatorSelectedValue.value == QCriteriaOperator.EQUALS || operatorSelectedValue.value == QCriteriaOperator.IN)
       {
-         operatorString = (<></>)
+         operatorString = (<></>);
       }
 
       buttonContent = (<><span style={{fontWeight: 700}}>{buttonContent}:</span>&nbsp;<span style={{fontWeight: 400}}>{operatorString}{valuesString}</span></>);
@@ -491,7 +512,7 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
    const xClicked = (e: React.MouseEvent<HTMLSpanElement>) =>
    {
       e.stopPropagation();
-      if(criteriaIsValid)
+      if (criteriaIsValid)
       {
          resetCriteria(e);
       }
@@ -499,12 +520,12 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
       {
          handleTurningOffQuickFilterField();
       }
-   }
+   };
 
    //////////////////////////////
    // return the button & menu //
    //////////////////////////////
-   const widthAndMaxWidth = 250
+   const widthAndMaxWidth = (fieldMetaData?.type == QFieldType.DATE_TIME) ? 315 : 250;
    return (
       <>
          {button}
@@ -541,10 +562,12 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
                </Box>
                <Box width={widthAndMaxWidth} maxWidth={widthAndMaxWidth} className="quickFilter filterValuesColumn">
                   <FilterCriteriaRowValues
+                     queryScreenUsage={queryScreenUsage}
                      operatorOption={operatorSelectedValue}
                      criteria={criteria}
                      field={fieldMetaData}
                      table={tableForField}
+                     allowVariables={allowVariables}
                      valueChangeHandler={(event, valueIndex, newValue) => handleValueChange(event, valueIndex, newValue)}
                      initiallyOpenMultiValuePvs={true} // todo - maybe not?
                   />

src/qqq/components/scripts/ScriptDocsForm.tsx

@@ -49,7 +49,7 @@ function ScriptDocsForm({helpText, exampleCode, aceEditorHeight}: Props): JSX.El
                <Card sx={{width: "100%", height: "100%"}}>
                   <Typography variant="h6" p={2} pb={1}>{heading}</Typography>
                   <Box className="devDocumentation" height="100%">
-                     <Typography variant="body2" sx={{maxWidth: "1200px", margin: "auto", height: "100%"}}>
+                     <Typography variant="body2" sx={{maxWidth: "1200px", margin: "auto", height: "calc(100% - 0.5rem)"}}>
                         <AceEditor
                            mode={mode}
                            theme="github"
@@ -62,7 +62,7 @@ function ScriptDocsForm({helpText, exampleCode, aceEditorHeight}: Props): JSX.El
                            width="100%"
                            showPrintMargin={false}
                            height="100%"
-                           style={{borderBottomRightRadius: "1rem", borderBottomLeftRadius: "1rem"}}
+                           style={{borderBottomRightRadius: "0.75rem", borderBottomLeftRadius: "0.75rem"}}
                         />
                      </Typography>
                   </Box>

src/qqq/components/scripts/ScriptEditor.tsx

@@ -40,16 +40,17 @@ import Snackbar from "@mui/material/Snackbar";
 import TextField from "@mui/material/TextField";
 import Tooltip from "@mui/material/Tooltip";
 import FormData from "form-data";
-import React, {useEffect, useReducer, useRef, useState} from "react";
-import AceEditor from "react-ace";
 import {QCancelButton, QSaveButton} from "qqq/components/buttons/DefaultButtons";
 import DynamicSelect from "qqq/components/forms/DynamicSelect";
 import ScriptDocsForm from "qqq/components/scripts/ScriptDocsForm";
 import ScriptTestForm from "qqq/components/scripts/ScriptTestForm";
 import Client from "qqq/utils/qqq/Client";
 
+import "ace-builds/src-noconflict/ace";
 import "ace-builds/src-noconflict/mode-javascript";
 import "ace-builds/src-noconflict/theme-github";
+import React, {useEffect, useReducer, useRef, useState} from "react";
+import AceEditor from "react-ace";
 import "ace-builds/src-noconflict/ext-language_tools";
 
 export interface ScriptEditorProps
@@ -69,15 +70,15 @@ const qController = Client.getInstance();
 
 function buildInitialFileContentsMap(scriptRevisionRecord: QRecord, scriptTypeFileSchemaList: QRecord[]): { [name: string]: string }
 {
-   const rs: {[name: string]: string} = {};
+   const rs: { [name: string]: string } = {};
 
-   if(!scriptTypeFileSchemaList)
+   if (!scriptTypeFileSchemaList)
    {
       console.log("Missing scriptTypeFileSchemaList");
    }
    else
    {
-      let files = scriptRevisionRecord?.associatedRecords?.get("files")
+      let files = scriptRevisionRecord?.associatedRecords?.get("files");
 
       for (let i = 0; i < scriptTypeFileSchemaList.length; i++)
       {
@@ -88,7 +89,7 @@ function buildInitialFileContentsMap(scriptRevisionRecord: QRecord, scriptTypeFi
          for (let j = 0; j < files?.length; j++)
          {
             let file = files[j];
-            if(file.values.get("fileName") == name)
+            if (file.values.get("fileName") == name)
             {
                contents = file.values.get("contents");
             }
@@ -103,9 +104,9 @@ function buildInitialFileContentsMap(scriptRevisionRecord: QRecord, scriptTypeFi
 
 function buildFileTypeMap(scriptTypeFileSchemaList: QRecord[]): { [name: string]: string }
 {
-   const rs: {[name: string]: string} = {};
+   const rs: { [name: string]: string } = {};
 
-   if(!scriptTypeFileSchemaList)
+   if (!scriptTypeFileSchemaList)
    {
       console.log("Missing scriptTypeFileSchemaList");
    }
@@ -125,21 +126,21 @@ function ScriptEditor({title, scriptId, scriptRevisionRecord, closeCallback, tab
 {
    const [closing, setClosing] = useState(false);
 
-   const [apiName, setApiName] = useState(scriptRevisionRecord ? scriptRevisionRecord.values.get("apiName") : null)
+   const [apiName, setApiName] = useState(scriptRevisionRecord ? scriptRevisionRecord.values.get("apiName") : null);
-   const [apiNameLabel, setApiNameLabel] = useState(scriptRevisionRecord ? scriptRevisionRecord.displayValues.get("apiName") : null)
+   const [apiNameLabel, setApiNameLabel] = useState(scriptRevisionRecord ? scriptRevisionRecord.displayValues.get("apiName") : null);
-   const [apiVersion, setApiVersion] = useState(scriptRevisionRecord ? scriptRevisionRecord.values.get("apiVersion") : null)
+   const [apiVersion, setApiVersion] = useState(scriptRevisionRecord ? scriptRevisionRecord.values.get("apiVersion") : null);
-   const [apiVersionLabel, setApiVersionLabel] = useState(scriptRevisionRecord ? scriptRevisionRecord.displayValues.get("apiVersion") : null)
+   const [apiVersionLabel, setApiVersionLabel] = useState(scriptRevisionRecord ? scriptRevisionRecord.displayValues.get("apiVersion") : null);
 
-   const fileNamesFromSchema = scriptTypeFileSchemaList.map((schemaRecord) => schemaRecord.values.get("name"))
+   const fileNamesFromSchema = scriptTypeFileSchemaList.map((schemaRecord) => schemaRecord.values.get("name"));
    const [availableFileNames, setAvailableFileNames] = useState(fileNamesFromSchema);
-   const [openEditorFileNames, setOpenEditorFileNames] = useState([fileNamesFromSchema[0]])
+   const [openEditorFileNames, setOpenEditorFileNames] = useState([fileNamesFromSchema[0]]);
-   const [fileContents, setFileContents] = useState(buildInitialFileContentsMap(scriptRevisionRecord, scriptTypeFileSchemaList))
+   const [fileContents, setFileContents] = useState(buildInitialFileContentsMap(scriptRevisionRecord, scriptTypeFileSchemaList));
-   const [fileTypes, setFileTypes] = useState(buildFileTypeMap(scriptTypeFileSchemaList))
+   const [fileTypes, setFileTypes] = useState(buildFileTypeMap(scriptTypeFileSchemaList));
    console.log(`file types: ${JSON.stringify(fileTypes)}`);
 
-   const [commitMessage, setCommitMessage] = useState("")
+   const [commitMessage, setCommitMessage] = useState("");
    const [openTool, setOpenTool] = useState(null);
-   const [errorAlert, setErrorAlert] = useState("")
+   const [errorAlert, setErrorAlert] = useState("");
    const [promptForCommitMessageOpen, setPromptForCommitMessageOpen] = useState(false);
    const [, forceUpdate] = useReducer((x) => x + 1, 0);
    const ref = useRef();
@@ -241,19 +242,19 @@ function ScriptEditor({title, scriptId, scriptRevisionRecord, closeCallback, tab
       // need this to make Ace recognize new height.
       setTimeout(() =>
       {
-         window.dispatchEvent(new Event("resize"))
+         window.dispatchEvent(new Event("resize"));
       }, 100);
    };
 
    const saveClicked = (overrideCommitMessage?: string) =>
    {
-      if(!apiName || !apiVersion)
+      if (!apiName || !apiVersion)
       {
-         setErrorAlert("You must select a value for both API Name and API Version.")
+         setErrorAlert("You must select a value for both API Name and API Version.");
          return;
       }
 
-      if(!commitMessage && !overrideCommitMessage)
+      if (!commitMessage && !overrideCommitMessage)
       {
          setPromptForCommitMessageOpen(true);
          return;
@@ -267,18 +268,18 @@ function ScriptEditor({title, scriptId, scriptRevisionRecord, closeCallback, tab
          formData.append("scriptId", scriptId);
          formData.append("commitMessage", overrideCommitMessage ?? commitMessage);
 
-         if(apiName)
+         if (apiName)
          {
             formData.append("apiName", apiName);
          }
 
-         if(apiVersion)
+         if (apiVersion)
          {
             formData.append("apiVersion", apiVersion);
          }
 
 
-         const fileNamesFromSchema = scriptTypeFileSchemaList.map((schemaRecord) => schemaRecord.values.get("name"))
+         const fileNamesFromSchema = scriptTypeFileSchemaList.map((schemaRecord) => schemaRecord.values.get("name"));
          formData.append("fileNames", fileNamesFromSchema.join(","));
 
          for (let fileName in fileContents)
@@ -299,58 +300,58 @@ function ScriptEditor({title, scriptId, scriptRevisionRecord, closeCallback, tab
 
             if (processResult instanceof QJobError)
             {
-               const jobError = processResult as QJobError
+               const jobError = processResult as QJobError;
-               setErrorAlert(jobError.userFacingError ?? jobError.error)
+               setErrorAlert(jobError.userFacingError ?? jobError.error);
                setClosing(false);
                return;
             }
 
             closeCallback(null, "saved", "Saved New Script Version");
          }
-         catch(e)
+         catch (e)
          {
             // @ts-ignore
-            setErrorAlert(e.message ?? "Unexpected error saving script")
+            setErrorAlert(e.message ?? "Unexpected error saving script");
             setClosing(false);
          }
       })();
-   }
+   };
 
    const cancelClicked = () =>
    {
       setClosing(true);
       closeCallback(null, "cancelled");
-   }
+   };
 
    const updateCode = (value: string, event: any, index: number) =>
    {
       fileContents[openEditorFileNames[index]] = value;
       forceUpdate();
-   }
+   };
 
    const updateCommitMessage = (event: React.ChangeEvent<HTMLInputElement>) =>
    {
       setCommitMessage(event.target.value);
-   }
+   };
 
    const closePromptForCommitMessage = (wasSaveClicked: boolean, message?: string) =>
    {
       setPromptForCommitMessageOpen(false);
 
-      if(wasSaveClicked)
+      if (wasSaveClicked)
       {
-         setCommitMessage(message)
+         setCommitMessage(message);
          saveClicked(message);
       }
       else
       {
          setClosing(false);
       }
-   }
+   };
 
    const changeApiName = (apiNamePossibleValue?: QPossibleValue) =>
    {
-      if(apiNamePossibleValue)
+      if (apiNamePossibleValue)
       {
          setApiName(apiNamePossibleValue.id);
       }
@@ -358,11 +359,11 @@ function ScriptEditor({title, scriptId, scriptRevisionRecord, closeCallback, tab
       {
          setApiName(null);
       }
-   }
+   };
 
    const changeApiVersion = (apiVersionPossibleValue?: QPossibleValue) =>
    {
-      if(apiVersionPossibleValue)
+      if (apiVersionPossibleValue)
       {
          setApiVersion(apiVersionPossibleValue.id);
       }
@@ -370,33 +371,33 @@ function ScriptEditor({title, scriptId, scriptRevisionRecord, closeCallback, tab
       {
          setApiVersion(null);
       }
-   }
+   };
 
    const handleSelectingFile = (event: SelectChangeEvent, index: number) =>
    {
-      openEditorFileNames[index] = event.target.value
+      openEditorFileNames[index] = event.target.value;
       setOpenEditorFileNames(openEditorFileNames);
       forceUpdate();
-   }
+   };
 
    const splitEditorClicked = () =>
    {
-      openEditorFileNames.push(availableFileNames[0])
+      openEditorFileNames.push(availableFileNames[0]);
       setOpenEditorFileNames(openEditorFileNames);
       forceUpdate();
-   }
+   };
 
    const closeEditorClicked = (index: number) =>
    {
-      openEditorFileNames.splice(index, 1)
+      openEditorFileNames.splice(index, 1);
       setOpenEditorFileNames(openEditorFileNames);
       forceUpdate();
-   }
+   };
 
    const computeEditorWidth = (): string =>
    {
-      return (100 / openEditorFileNames.length) + "%"
+      return (100 / openEditorFileNames.length) + "%";
-   }
+   };
 
    return (
       <Box className="scriptEditor" sx={{position: "absolute", overflowY: "auto", height: "100%", width: "100%"}} p={6}>
@@ -408,7 +409,7 @@ function ScriptEditor({title, scriptId, scriptRevisionRecord, closeCallback, tab
                {
                   return;
                }
-               setErrorAlert("")
+               setErrorAlert("");
             }} anchorOrigin={{vertical: "top", horizontal: "center"}}>
                <Alert color="error" onClose={() => setErrorAlert("")}>
                   {errorAlert}
@@ -440,10 +441,10 @@ function ScriptEditor({title, scriptId, scriptRevisionRecord, closeCallback, tab
             <Box sx={{height: openTool ? "45%" : "100%"}}>
                <Grid container alignItems="flex-end">
                   <Box maxWidth={"50%"} minWidth={300}>
-                     <DynamicSelect fieldName={"apiName"} initialValue={apiName} initialDisplayValue={apiNameLabel} fieldLabel={"API Name *"} tableName={"scriptRevision"} inForm={false} onChange={changeApiName} />
+                     <DynamicSelect fieldPossibleValueProps={{tableName: "scriptRevision", fieldName: "apiName", initialDisplayValue: apiNameLabel}} initialValue={apiName} fieldLabel={"API Name *"} inForm={false} onChange={changeApiName} useCase="form" />
                   </Box>
                   <Box maxWidth={"50%"} minWidth={300} pl={2}>
-                     <DynamicSelect fieldName={"apiVersion"} initialValue={apiVersion} initialDisplayValue={apiVersionLabel} fieldLabel={"API Version *"} tableName={"scriptRevision"} inForm={false} onChange={changeApiVersion} />
+                     <DynamicSelect fieldPossibleValueProps={{tableName: "scriptRevision", fieldName: "apiVersion", initialDisplayValue: apiVersionLabel}} initialValue={apiVersion} fieldLabel={"API Version *"} inForm={false} onChange={changeApiVersion} useCase="form" />
                   </Box>
                </Grid>
                <Box display="flex" sx={{height: "100%"}}>
@@ -464,19 +465,19 @@ function ScriptEditor({title, scriptId, scriptRevisionRecord, closeCallback, tab
                               <Box>
                                  {
                                     openEditorFileNames.length > 1 &&
-                                       <Tooltip title="Close this editor split" enterDelay={500}>
+                                    <Tooltip title="Close this editor split" enterDelay={500}>
-                                          <IconButton size="small" onClick={() => closeEditorClicked(index)}>
+                                       <IconButton size="small" onClick={() => closeEditorClicked(index)}>
-                                             <Icon>close</Icon>
+                                          <Icon>close</Icon>
-                                          </IconButton>
+                                       </IconButton>
-                                       </Tooltip>
+                                    </Tooltip>
                                  }
                                  {
                                     index == openEditorFileNames.length - 1 &&
-                                       <Tooltip title="Open a new editor split" enterDelay={500}>
+                                    <Tooltip title="Open a new editor split" enterDelay={500}>
-                                          <IconButton size="small" onClick={splitEditorClicked}>
+                                       <IconButton size="small" onClick={splitEditorClicked}>
-                                             <Icon>vertical_split</Icon>
+                                          <Icon>vertical_split</Icon>
-                                          </IconButton>
+                                       </IconButton>
-                                       </Tooltip>
+                                    </Tooltip>
                                  }
                               </Box>
                            </Box>
@@ -526,29 +527,29 @@ function ScriptEditor({title, scriptId, scriptRevisionRecord, closeCallback, tab
                </Grid>
             </Box>
 
-            <CommitMessagePrompt isOpen={promptForCommitMessageOpen} closeHandler={closePromptForCommitMessage}/>
+            <CommitMessagePrompt isOpen={promptForCommitMessageOpen} closeHandler={closePromptForCommitMessage} />
          </Card>
       </Box>
 
    );
 }
 
-function CommitMessagePrompt(props: {isOpen: boolean, closeHandler: (wasSaveClicked: boolean, message?: string) => void})
+function CommitMessagePrompt(props: { isOpen: boolean, closeHandler: (wasSaveClicked: boolean, message?: string) => void })
 {
-   const [commitMessage, setCommitMessage] = useState("No commit message given")
+   const [commitMessage, setCommitMessage] = useState("No commit message given");
 
    const updateCommitMessage = (event: React.ChangeEvent<HTMLInputElement>) =>
    {
       setCommitMessage(event.target.value);
-   }
+   };
 
    const keyPressHandler = (e: React.KeyboardEvent<HTMLDivElement>) =>
    {
-      if(e.key === "Enter")
+      if (e.key === "Enter")
       {
          props.closeHandler(true, commitMessage);
       }
-   }
+   };
 
    return (
       <Dialog
@@ -579,10 +580,10 @@ function CommitMessagePrompt(props: {isOpen: boolean, closeHandler: (wasSaveClic
          </DialogContent>
          <DialogActions>
             <QCancelButton onClickHandler={() => props.closeHandler(false)} disabled={false} />
-            <QSaveButton label="Save" onClickHandler={() => props.closeHandler(true, commitMessage)} disabled={false}/>
+            <QSaveButton label="Save" onClickHandler={() => props.closeHandler(true, commitMessage)} disabled={false} />
          </DialogActions>
       </Dialog>
-   )
+   );
 }
 
 export default ScriptEditor;

src/qqq/components/sharing/ShareModal.tsx

@@ -0,0 +1,487 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+
+import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
+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} from "@mui/material";
+import Autocomplete from "@mui/material/Autocomplete";
+import Button from "@mui/material/Button";
+import Card from "@mui/material/Card";
+import Icon from "@mui/material/Icon";
+import Modal from "@mui/material/Modal";
+import TextField from "@mui/material/TextField";
+import Tooltip from "@mui/material/Tooltip/Tooltip";
+import Typography from "@mui/material/Typography";
+import FormData from "form-data";
+import colors from "qqq/assets/theme/base/colors";
+import {QCancelButton} from "qqq/components/buttons/DefaultButtons";
+import DynamicSelect, {getAutocompleteOutlinedStyle} from "qqq/components/forms/DynamicSelect";
+import Client from "qqq/utils/qqq/Client";
+import React, {useEffect, useReducer, useState} from "react";
+
+interface ShareModalProps
+{
+   open: boolean;
+   onClose: () => void;
+   tableMetaData: QTableMetaData;
+   record: QRecord;
+}
+
+ShareModal.defaultProps = {};
+
+
+interface CurrentShare
+{
+   shareId: any;
+   scopeId: string;
+   audienceType: string;
+   audienceId: any;
+   audienceLabel: string;
+}
+
+interface Scope
+{
+   id: string;
+   label: string;
+}
+
+const scopeOptions: Scope[] = [
+   {id: "READ_ONLY", label: "Read-Only"},
+   {id: "READ_WRITE", label: "Read and Edit"}
+];
+
+const defaultScope = scopeOptions[0];
+
+const qController = Client.getInstance();
+
+interface ShareableTableMetaData
+{
+   sharedRecordTableName: string;
+   assetIdFieldName: string;
+   scopeFieldName: string;
+   audienceTypesPossibleValueSourceName: string;
+   audiencePossibleValueSourceName: string;
+   thisTableOwnerIdFieldName: string;
+   audienceTypes: {[name: string]: any}; // values here are: ShareableAudienceType
+}
+
+/*******************************************************************************
+ ** component containing a Modal dialog for sharing records
+ *******************************************************************************/
+export default function ShareModal({open, onClose, tableMetaData, record}: ShareModalProps): JSX.Element
+{
+   const [statusString, setStatusString] = useState("Loading...");
+   const [alert, setAlert] = useState(null as string);
+
+   const [selectedAudienceOption, setSelectedAudienceOption] = useState(null as {id: string, label: string});
+   const [selectedAudienceType, setSelectedAudienceType] = useState(null);
+   const [selectedAudienceId, setSelectedAudienceId] = useState(null);
+   const [selectedScopeId, setSelectedScopeId] = useState(defaultScope.id);
+   const [submitting, setSubmitting] = useState(false);
+
+   const [currentShares, setCurrentShares] = useState([] as CurrentShare[])
+   const [needToLoadCurrentShares, setNeedToLoadCurrentShares] = useState(true);
+   const [everLoadedCurrentShares, setEverLoadedCurrentShares] = useState(false);
+
+   const shareableTableMetaData = tableMetaData.shareableTableMetaData as ShareableTableMetaData;
+
+   const [, forceUpdate] = useReducer((x) => x + 1, 0);
+
+   if(!shareableTableMetaData)
+   {
+      console.error(`Did not find a shareableTableMetaData on table ${tableMetaData.name}`);
+   }
+
+   /////////////////////////////////////////////////////////
+   // trigger initial load, and post any changes, re-load //
+   /////////////////////////////////////////////////////////
+   useEffect(() =>
+   {
+      if(needToLoadCurrentShares)
+      {
+         loadShares();
+      }
+   }, [needToLoadCurrentShares]);
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function close(event: object, reason: string)
+   {
+      if (reason === "backdropClick" || reason === "escapeKeyDown")
+      {
+         return;
+      }
+
+      onClose();
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function handleAudienceChange(value: any | any[], reason: string)
+   {
+      if(value)
+      {
+         const [audienceType, audienceId] = value.id.split(":");
+         setSelectedAudienceType(audienceType);
+         setSelectedAudienceId(audienceId);
+      }
+      else
+      {
+         setSelectedAudienceType(null);
+         setSelectedAudienceId(null);
+      }
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function handleScopeChange(event: React.SyntheticEvent, value: any | any[], reason: string)
+   {
+      if(value)
+      {
+         setSelectedScopeId(value.id);
+      }
+      else
+      {
+         setSelectedScopeId(null);
+      }
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   async function editingExistingShareScope(shareId: number, value: any | any[])
+   {
+      setStatusString("Saving...");
+      setAlert(null);
+
+      const formData = new FormData();
+      formData.append("tableName", tableMetaData.name);
+      formData.append("recordId", record.values.get(tableMetaData.primaryKeyField));
+      formData.append("shareId", shareId);
+      formData.append("scopeId", value.id);
+
+      const processResult = await qController.processRun("editSharedRecord", formData, null, true);
+
+      if (processResult instanceof QJobError)
+      {
+         const jobError = processResult as QJobError;
+         setStatusString(null);
+         setAlert("Error editing shared record: " + jobError.error);
+         setSubmitting(false)
+      }
+      else
+      {
+         const result = processResult as QJobComplete;
+         setStatusString(null);
+         setAlert(null);
+         setNeedToLoadCurrentShares(true);
+         setSubmitting(false)
+      }
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   async function loadShares()
+   {
+      setNeedToLoadCurrentShares(false);
+
+      const formData = new FormData();
+      formData.append("tableName", tableMetaData.name);
+      formData.append("recordId", record.values.get(tableMetaData.primaryKeyField));
+      const processResult = await qController.processRun("getSharedRecords", formData, null, true);
+
+      setStatusString("Loading...");
+      setAlert(null)
+
+      if (processResult instanceof QJobError)
+      {
+         const jobError = processResult as QJobError;
+         setStatusString(null);
+         setAlert("Error loading: " + jobError.error);
+      }
+      else
+      {
+         const result = processResult as QJobComplete;
+
+         const newCurrentShares: CurrentShare[] = [];
+         for (let i in result.values["resultList"])
+         {
+            newCurrentShares.push(result.values["resultList"][i].values);
+         }
+         setCurrentShares(newCurrentShares);
+         setEverLoadedCurrentShares(true);
+
+         setStatusString(null);
+         setAlert(null);
+      }
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   async function saveNewShare()
+   {
+      setSubmitting(true)
+      setStatusString("Saving...");
+      setAlert(null);
+
+      const formData = new FormData();
+      formData.append("tableName", tableMetaData.name);
+      formData.append("recordId", record.values.get(tableMetaData.primaryKeyField));
+      formData.append("audienceType", selectedAudienceType);
+      formData.append("audienceId", selectedAudienceId);
+      formData.append("scopeId", selectedScopeId);
+
+      const processResult = await qController.processRun("insertSharedRecord", formData, null, true);
+
+      if (processResult instanceof QJobError)
+      {
+         const jobError = processResult as QJobError;
+         setStatusString(null);
+         setAlert("Error sharing record: " + jobError.error);
+         setSubmitting(false)
+      }
+      else
+      {
+         const result = processResult as QJobComplete;
+         setStatusString(null);
+         setAlert(null);
+         setSelectedAudienceOption(null);
+         setNeedToLoadCurrentShares(true);
+         setSubmitting(false)
+      }
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   async function removeShare(shareId: number)
+   {
+      setStatusString("Deleting...");
+      setAlert(null);
+
+      const formData = new FormData();
+      formData.append("tableName", tableMetaData.name);
+      formData.append("recordId", record.values.get(tableMetaData.primaryKeyField));
+      formData.append("shareId", shareId);
+
+      const processResult = await qController.processRun("deleteSharedRecord", formData, null, true);
+
+      if (processResult instanceof QJobError)
+      {
+         const jobError = processResult as QJobError;
+         setStatusString(null);
+         setAlert("Error deleting share: " + jobError.error);
+      }
+      else
+      {
+         const result = processResult as QJobComplete;
+         setNeedToLoadCurrentShares(true);
+         setStatusString(null);
+         setAlert(null);
+      }
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function getScopeOption(scopeId: string): Scope
+   {
+      for (let scopeOption of scopeOptions)
+      {
+         if(scopeOption.id == scopeId)
+         {
+            return (scopeOption);
+         }
+      }
+
+      return (null);
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function renderScopeDropdown(id: string, defaultValue: Scope, onChange: (event: React.SyntheticEvent, value: any | any[], reason: string) => void)
+   {
+      const isDisabled = (id == "new-share-scope" && submitting);
+      return (
+         <Autocomplete
+            id={id}
+            disabled={isDisabled}
+            renderInput={(params) => (<TextField {...params} label="Scope" variant="outlined" autoComplete="off" type="search" InputProps={{...params.InputProps}} />)}
+            options={scopeOptions}
+            // @ts-ignore
+            defaultValue={defaultValue}
+            onChange={onChange}
+            isOptionEqualToValue={(option, value) => option.id === value.id}
+            // @ts-ignore Property label does not exist on string | {thing with label}
+            getOptionLabel={(option) => option.label}
+            autoSelect={true}
+            autoHighlight={true}
+            disableClearable
+            fullWidth
+            sx={getAutocompleteOutlinedStyle(isDisabled)}
+         />
+      );
+   }
+
+   //////////////////////
+   // render the modal //
+   //////////////////////
+   return (<Modal open={open} onClose={close}>
+      <div className="share">
+         <Box sx={{position: "absolute", overflowY: "auto", maxHeight: "100%", width: "100%", display: "flex", height: "100%", flexDirection: "column", justifyContent: "center"}}>
+            <Card sx={{my: 5, mx: "auto", p: 3}}>
+
+               {/* header */}
+               <Box display="flex" flexDirection="row" justifyContent="space-between" alignItems="flex-start" maxWidth="590px">
+                  <Typography variant="h4" pb={1} fontWeight="600">
+                     Share {tableMetaData.label}: {record?.recordLabel ?? record?.values?.get(tableMetaData.primaryKeyField) ?? "Unknown"}
+                     <Box color={colors.gray.main} pb={"0.5rem"} fontSize={"0.875rem"} fontWeight="400">
+                        {/* todo move to helpContent (what do we attach the meta-data too??) */}
+                        Select a user or a group to share this record with.
+                        {/*You can choose if they should only be able to Read the record, or also make Edits to it.*/}
+                     </Box>
+                     <Box fontSize={14} pb={1} fontWeight="300">
+                        {alert && <Alert color="error" onClose={() => setAlert(null)}>{alert}</Alert>}
+                        {statusString}
+                        {!alert && !statusString && (<>&nbsp;</>)}
+                     </Box>
+                  </Typography>
+               </Box>
+
+               {/* body */}
+               <Box pb={3} display="flex" flexDirection="column">
+                  {/* row for adding a new share */}
+                  <Box display="flex" flexDirection="row" alignItems="center">
+                     <Box width="550px" pr={2} mb={-1.5}>
+                        <DynamicSelect
+                           fieldPossibleValueProps={{possibleValueSourceName: shareableTableMetaData.audiencePossibleValueSourceName, initialDisplayValue: selectedAudienceOption?.label}}
+                           fieldLabel="User or Group" // todo should come from shareableTableMetaData
+                           initialValue={selectedAudienceOption?.id}
+                           inForm={false}
+                           onChange={handleAudienceChange}
+                           useCase="form"
+                        />
+                     </Box>
+                     {/*
+                        when turning scope back on, change width of audience box to 350px
+                        <Box width="180px" pr={2}>
+                           {renderScopeDropdown("new-share-scope", defaultScope, handleScopeChange)}
+                        </Box>
+                     */}
+                     <Box>
+                        <Tooltip title={selectedAudienceId == null ? "Select a user or group to share with." : null}>
+                           <span>
+                              <Button disabled={submitting || selectedAudienceId == null} sx={iconButtonSX} onClick={() => saveNewShare()}>
+                                 <Icon color={selectedAudienceId == null ? "secondary" : "info"}>save</Icon>
+                              </Button>
+                           </span>
+                        </Tooltip>
+                     </Box>
+                  </Box>
+
+                  {/* row showing existing shares */}
+                  <Box pt={3}>
+                     <Box pb="0.25rem">
+                        <h5 style={{fontWeight: "600"}}>Current Shares
+                           {
+                              everLoadedCurrentShares ? <>&nbsp;({currentShares.length})</> : <></>
+                           }
+                        </h5>
+                     </Box>
+                     <Box sx={{border: `1px solid ${colors.grayLines.main}`, borderRadius: "1rem", overflow: "hidden"}}>
+                        <Box sx={{overflow: "auto"}} height="210px" pt="0.75rem">
+                           {
+                              currentShares.map((share) => (
+                                 <Box key={share.shareId} display="flex" justifyContent="space-between" alignItems="center" p="0.25rem" pb="0.75rem" fontSize="1rem">
+                                    <Box display="flex" alignItems="center">
+                                       <Box width="490px" pl="1rem">{share.audienceLabel}</Box>
+                                       {/*
+                                          when turning scope back on, change width of audience box to 310px
+                                          <Box width="160px">{renderScopeDropdown(`scope-${share.shareId}`, getScopeOption(share.scopeId), (event: React.SyntheticEvent, value: any | any[], reason: string) => editingExistingShareScope(share.shareId, value))}</Box>
+                                       */}
+                                    </Box>
+                                    <Box pr="1rem">
+                                       <Button sx={{...iconButtonSX, ...redIconButton}} onClick={() => removeShare(share.shareId)}><Icon>clear</Icon></Button>
+                                    </Box>
+                                 </Box>
+                              ))
+                           }
+                        </Box>
+                     </Box>
+                  </Box>
+
+               </Box>
+
+               {/* footer */}
+               <Box display="flex" flexDirection="row" justifyContent="flex-end">
+                  <QCancelButton label="Done" iconName="check" onClickHandler={() => close(null, null)} disabled={false} />
+               </Box>
+            </Card>
+         </Box>
+      </div>
+   </Modal>);
+
+}
+
+const iconButtonSX =
+   {
+      border: `1px solid ${colors.grayLines.main} !important`,
+      borderRadius: "0.75rem",
+      textTransform: "none",
+      fontSize: "1rem",
+      fontWeight: "400",
+      width: "40px",
+      minWidth: "40px",
+      paddingLeft: 0,
+      paddingRight: 0,
+      color: colors.secondary.main,
+      "&:hover": {color: colors.secondary.main},
+      "&:focus": {color: colors.secondary.main},
+      "&:focus:not(:hover)": {color: colors.secondary.main},
+   };
+
+const redIconButton =
+   {
+      color: colors.error.main,
+      "&:hover": {color: colors.error.main},
+      "&:focus": {color: colors.error.main},
+      "&:focus:not(:hover)": {color: colors.error.main},
+   };
+

src/qqq/components/widgets/CompositeWidget.tsx

@@ -22,16 +22,25 @@
 
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
 import {Box, Skeleton} from "@mui/material";
-import React from "react";
+import Card from "@mui/material/Card";
+import Modal from "@mui/material/Modal";
+import parse from "html-react-parser";
 import {BlockData} from "qqq/components/widgets/blocks/BlockModels";
 import WidgetBlock from "qqq/components/widgets/WidgetBlock";
+import ProcessWidgetBlockUtils from "qqq/pages/processes/ProcessWidgetBlockUtils";
+import React, {useEffect, useState} from "react";
 
 
-interface CompositeData
+export interface CompositeData
 {
+   blockId: string;
    blocks: BlockData[];
    styleOverrides?: any;
-   layout?: string
+   layout?: string;
+   overlayHtml?: string;
+   overlayStyleOverrides?: any;
+   modalMode: string;
+   styles?: any;
 }
 
 
@@ -39,13 +48,15 @@ interface CompositeWidgetProps
 {
    widgetMetaData: QWidgetMetaData;
    data: CompositeData;
+   actionCallback?: (blockData: BlockData, eventValues?: { [name: string]: any }) => boolean;
+   values?: { [key: string]: any };
 }
 
 
 /*******************************************************************************
  ** Widget which is a list of Blocks.
  *******************************************************************************/
-export default function CompositeWidget({widgetMetaData, data}: CompositeWidgetProps): JSX.Element
+export default function CompositeWidget({widgetMetaData, data, actionCallback, values}: CompositeWidgetProps): JSX.Element
 {
    if (!data || !data.blocks)
    {
@@ -57,20 +68,41 @@ 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";
       boxStyle.flexWrap = "wrap";
       boxStyle.gap = "0.5rem";
    }
+   else if (layout == "FLEX_ROW")
+   {
+      boxStyle.display = "flex";
+      boxStyle.flexDirection = "row";
+      boxStyle.gap = "0.5rem";
+   }
    else if (layout == "FLEX_ROW_SPACE_BETWEEN")
    {
       boxStyle.display = "flex";
       boxStyle.flexDirection = "row";
-      boxStyle.justifyContent = "space-between"
+      boxStyle.justifyContent = "space-between";
       boxStyle.gap = "0.25rem";
    }
+   else if (layout == "FLEX_ROW_CENTER")
+   {
+      boxStyle.display = "flex";
+      boxStyle.flexDirection = "row";
+      boxStyle.justifyContent = "center";
+      boxStyle.gap = "0.25rem";
+      boxStyle.flexWrap = "wrap";
+   }
    else if (layout == "TABLE_SUB_ROW_DETAILS")
    {
       boxStyle.display = "flex";
@@ -90,20 +122,96 @@ export default function CompositeWidget({widgetMetaData, data}: CompositeWidgetP
       boxStyle.borderRadius = "0.5rem";
       boxStyle.background = "#FFFFFF";
    }
-
    if (data?.styleOverrides)
    {
       boxStyle = {...boxStyle, ...data.styleOverrides};
    }
 
-   return (<Box sx={boxStyle} className="compositeWidget">
+   if (data.styles?.backgroundColor)
+   {
+      boxStyle.backgroundColor = ProcessWidgetBlockUtils.processColorFromStyleMap(data.styles.backgroundColor);
+   }
+
+   if (data.styles?.padding)
+   {
+      boxStyle.paddingTop = data.styles?.padding.top + "px"
+      boxStyle.paddingBottom = data.styles?.padding.bottom + "px"
+      boxStyle.paddingLeft = data.styles?.padding.left + "px"
+      boxStyle.paddingRight = data.styles?.padding.right + "px"
+   }
+
+   let overlayStyle: any = {};
+
+   if (data?.overlayStyleOverrides)
+   {
+      overlayStyle = {...overlayStyle, ...data.overlayStyleOverrides};
+   }
+
+   const content = (
+      <>
+         {
+            data?.overlayHtml &&
+            <Box sx={overlayStyle} className="blockWidgetOverlay">{parse(data.overlayHtml)}</Box>
+         }
+         <Box sx={boxStyle} className="compositeWidget">
+            {
+               data.blocks.map((block: BlockData, index) => (
+                  <React.Fragment key={index}>
+                     <WidgetBlock widgetMetaData={widgetMetaData} block={block} actionCallback={actionCallback} values={values} />
+                  </React.Fragment>
+               ))
+            }
+         </Box>
+      </>
+   );
+
+   if (data.modalMode)
+   {
+      const [isModalOpen, setIsModalOpen] = useState(values && (values[data.blockId] == true));
+
+      /***************************************************************************
+       **
+       ***************************************************************************/
+      const controlCallback = (newValue: boolean) =>
       {
-         data.blocks.map((block: BlockData, index) => (
+         setIsModalOpen(newValue);
-            <React.Fragment key={index}>
+      };
-               <WidgetBlock widgetMetaData={widgetMetaData} block={block} />
+
-            </React.Fragment>
+      /***************************************************************************
-         ))
+       **
-      }
+       ***************************************************************************/
-   </Box>);
+      const modalOnClose = (event: object, reason: string) =>
+      {
+         values[data.blockId] = false;
+         setIsModalOpen(false);
+         actionCallback({blockTypeName: "BUTTON", values: {}}, {controlCode: `hideModal:${data.blockId}`});
+      };
+
+      //////////////////////////////////////////////////////////////////////////////////////////
+      // register the control-callback function - so when buttons are clicked, we can be told //
+      //////////////////////////////////////////////////////////////////////////////////////////
+      useEffect(() =>
+      {
+         if (actionCallback)
+         {
+            actionCallback(null, {
+               registerControlCallbackName: data.blockId,
+               registerControlCallbackFunction: controlCallback
+            });
+         }
+      }, []);
+
+      return (<Modal open={isModalOpen} onClose={modalOnClose}>
+         <Box sx={{position: "absolute", overflowY: "auto", maxHeight: "100%", width: "100%"}}>
+            <Card sx={{my: 5, mx: "auto", p: "1rem", maxWidth: "1024px"}}>
+               {content}
+            </Card>
+         </Box>
+      </Modal>);
+   }
+   else
+   {
+      return content;
+   }
 
 }

src/qqq/components/widgets/DashboardWidgets.tsx

@@ -18,15 +18,18 @@
  * along with this program.  If not, see <https://www.gnu.org/licenses/>.
  */
 
+import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
-import {Skeleton} from "@mui/material";
+import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
+import {Alert, Skeleton} from "@mui/material";
 import Box from "@mui/material/Box";
 import Grid from "@mui/material/Grid";
+import Modal from "@mui/material/Modal";
 import Tab from "@mui/material/Tab";
 import Tabs from "@mui/material/Tabs";
 import parse from "html-react-parser";
-import React, {useContext, useEffect, useReducer, useState} from "react";
 import QContext from "QContext";
+import EntityForm from "qqq/components/forms/EntityForm";
 import MDTypography from "qqq/components/legacy/MDTypography";
 import TabPanel from "qqq/components/misc/TabPanel";
 import BarChart from "qqq/components/widgets/charts/barchart/BarChart";
@@ -38,19 +41,23 @@ import StackedBarChart from "qqq/components/widgets/charts/StackedBarChart";
 import CompositeWidget from "qqq/components/widgets/CompositeWidget";
 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 RecordGridWidget, {ChildRecordListData} from "qqq/components/widgets/misc/RecordGridWidget";
 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, WIDGET_DROPDOWN_SELECTION_LOCAL_STORAGE_KEY_ROOT, LabelComponent} 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";
+import React, {useContext, useEffect, useReducer, useState} from "react";
 import TableWidget from "./tables/TableWidget";
 
 
@@ -61,11 +68,15 @@ interface Props
    widgetMetaDataList: QWidgetMetaData[];
    tableName?: string;
    entityPrimaryKey?: string;
+   record?: QRecord;
    omitWrappingGridContainer: boolean;
    areChildren?: boolean;
    childUrlParams?: string;
    parentWidgetMetaData?: QWidgetMetaData;
    wrapWidgetsInTabPanels: boolean;
+   actionCallback?: (data: any, eventValues?: { [name: string]: any }) => boolean;
+   initialWidgetDataList: any[];
+   values?: { [key: string]: any };
 }
 
 DashboardWidgets.defaultProps = {
@@ -77,11 +88,14 @@ DashboardWidgets.defaultProps = {
    childUrlParams: "",
    parentWidgetMetaData: null,
    wrapWidgetsInTabPanels: false,
+   actionCallback: null,
+   initialWidgetDataList: null,
+   values: {}
 };
 
-function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omitWrappingGridContainer, areChildren, childUrlParams, parentWidgetMetaData, wrapWidgetsInTabPanels}: Props): JSX.Element
+function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, record, omitWrappingGridContainer, areChildren, childUrlParams, parentWidgetMetaData, wrapWidgetsInTabPanels, actionCallback, initialWidgetDataList, values}: Props): JSX.Element
 {
-   const [widgetData, setWidgetData] = useState([] as any[]);
+   const [widgetData, setWidgetData] = useState(initialWidgetDataList == null ? [] as any[] : initialWidgetDataList);
    const [widgetCounter, setWidgetCounter] = useState(0);
    const [, forceUpdate] = useReducer((x) => x + 1, 0);
 
@@ -89,11 +103,16 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
    const [haveLoadedParams, setHaveLoadedParams] = useState(false);
    const {accentColor} = useContext(QContext);
 
+   /////////////////////////
+   // modal form controls //
+   /////////////////////////
+   const [showEditChildForm, setShowEditChildForm] = useState(null as any);
+
    let initialSelectedTab = 0;
    let selectedTabKey: string = null;
-   if(parentWidgetMetaData && wrapWidgetsInTabPanels)
+   if (parentWidgetMetaData && wrapWidgetsInTabPanels)
    {
-      selectedTabKey = `qqq.widgets.selectedTabs.${parentWidgetMetaData.name}`
+      selectedTabKey = `qqq.widgets.selectedTabs.${parentWidgetMetaData.name}`;
       if (localStorage.getItem(selectedTabKey))
       {
          initialSelectedTab = Number(localStorage.getItem(selectedTabKey));
@@ -109,7 +128,15 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
 
    useEffect(() =>
    {
+      if (initialWidgetDataList && initialWidgetDataList.length > 0)
+      {
+         // todo actually, should this check each element of the array, down in the loop?  yeah, when we need to, do it that way.
+         console.log("We already have initial widget data, so not fetching from backend.");
+         return;
+      }
+
       setWidgetData([]);
+
       for (let i = 0; i < widgetMetaDataList.length; i++)
       {
          const widgetMetaData = widgetMetaDataList[i];
@@ -146,7 +173,7 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
 
    const reloadWidget = async (index: number, data: string) =>
    {
-      (async () =>
+      await (async () =>
       {
          const urlParams = getQueryParams(widgetMetaDataList[index], data);
          setCurrentUrlParams(urlParams);
@@ -191,7 +218,7 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
          const metaDataToUse = (thisWidgetHasDropdowns) ? widgetMetaData : parentWidgetMetaData;
          for (let i = 0; i < metaDataToUse.dropdowns.length; i++)
          {
-            const dropdownName = metaDataToUse.dropdowns[i].possibleValueSourceName;
+            const dropdownName = metaDataToUse.dropdowns[i].possibleValueSourceName ?? metaDataToUse.dropdowns[i].name;
             const localStorageKey = `${WIDGET_DROPDOWN_SELECTION_LOCAL_STORAGE_KEY_ROOT}.${metaDataToUse.name}.${dropdownName}`;
             const json = JSON.parse(localStorage.getItem(localStorageKey));
             if (json)
@@ -248,6 +275,168 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
 
    const widgetCount = widgetMetaDataList ? widgetMetaDataList.length : 0;
 
+
+   /*******************************************************************************
+    ** helper function, to convert values from a QRecord values map to a regular old
+    ** js object
+    *******************************************************************************/
+   function convertQRecordValuesFromMapToObject(record: QRecord): { [name: string]: any }
+   {
+      const rs: { [name: string]: any } = {};
+
+      if (record && record.values)
+      {
+         record.values.forEach((value, key) => rs[key] = value);
+      }
+
+      return (rs);
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   const closeEditChildForm = (event: object, reason: string) =>
+   {
+      if (reason === "backdropClick" || reason === "escapeKeyDown")
+      {
+         return;
+      }
+
+      setShowEditChildForm(null);
+   };
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function deleteChildRecord(name: string, widgetIndex: number, rowIndex: number)
+   {
+      updateChildRecordList(name, "delete", rowIndex);
+      forceUpdate();
+      actionCallback(widgetData[widgetIndex]);
+   };
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function openEditChildRecord(name: string, widgetData: any, rowIndex: number)
+   {
+      let defaultValues = widgetData.queryOutput.records[rowIndex].values;
+
+      let disabledFields = widgetData.disabledFieldsForNewChildRecords;
+      if (!disabledFields)
+      {
+         disabledFields = widgetData.defaultValuesForNewChildRecords;
+      }
+
+      doOpenEditChildForm(name, widgetData.childTableMetaData, rowIndex, defaultValues, disabledFields);
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function openAddChildRecord(name: string, widgetData: any)
+   {
+      let defaultValues = widgetData.defaultValuesForNewChildRecords;
+
+      let disabledFields = widgetData.disabledFieldsForNewChildRecords;
+      if (!disabledFields)
+      {
+         disabledFields = widgetData.defaultValuesForNewChildRecords;
+      }
+
+      doOpenEditChildForm(name, widgetData.childTableMetaData, null, defaultValues, disabledFields);
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function doOpenEditChildForm(widgetName: string, table: QTableMetaData, rowIndex: number, defaultValues: any, disabledFields: any)
+   {
+      const showEditChildForm: any = {};
+      showEditChildForm.widgetName = widgetName;
+      showEditChildForm.table = table;
+      showEditChildForm.rowIndex = rowIndex;
+      showEditChildForm.defaultValues = defaultValues;
+      showEditChildForm.disabledFields = disabledFields;
+      setShowEditChildForm(showEditChildForm);
+   }
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function submitEditChildForm(values: any, tableName: string)
+   {
+      updateChildRecordList(showEditChildForm.widgetName, showEditChildForm.rowIndex == null ? "insert" : "edit", showEditChildForm.rowIndex, values);
+      let widgetIndex = determineChildRecordListIndex(showEditChildForm.widgetName);
+      actionCallback(widgetData[widgetIndex]);
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function determineChildRecordListIndex(widgetName: string): number
+   {
+      let widgetIndex = -1;
+      for (var i = 0; i < widgetMetaDataList.length; i++)
+      {
+         const widgetMetaData = widgetMetaDataList[i];
+         if (widgetMetaData.name == widgetName)
+         {
+            widgetIndex = i;
+            break;
+         }
+      }
+      return (widgetIndex);
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function updateChildRecordList(widgetName: string, action: "insert" | "edit" | "delete", rowIndex?: number, values?: any)
+   {
+      ////////////////////////////////////////////////
+      // find the correct child record widget index //
+      ////////////////////////////////////////////////
+      let widgetIndex = determineChildRecordListIndex(widgetName);
+
+      if (!widgetData[widgetIndex].queryOutput.records)
+      {
+         widgetData[widgetIndex].queryOutput.records = [];
+      }
+
+      const newChildListWidgetData: ChildRecordListData = widgetData[widgetIndex];
+      if (!newChildListWidgetData.queryOutput.records)
+      {
+         newChildListWidgetData.queryOutput.records = [];
+      }
+
+      switch (action)
+      {
+         case "insert":
+            newChildListWidgetData.queryOutput.records.push({values: values});
+            break;
+         case "edit":
+            newChildListWidgetData.queryOutput.records[rowIndex] = {values: values};
+            break;
+         case "delete":
+            newChildListWidgetData.queryOutput.records.splice(rowIndex, 1);
+            break;
+      }
+      newChildListWidgetData.totalRows = newChildListWidgetData.queryOutput.records.length;
+      widgetData[widgetIndex] = newChildListWidgetData;
+      setWidgetData(widgetData);
+
+      setShowEditChildForm(null);
+   }
+
+
    const renderWidget = (widgetMetaData: QWidgetMetaData, i: number): JSX.Element =>
    {
       const labelAdditionalComponentsRight: LabelComponent[] = [];
@@ -271,7 +460,7 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
       }
 
       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
@@ -286,6 +475,30 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
                   />
                )
             }
+            {
+               widgetMetaData.type === "alert" && widgetData[i]?.html && !widgetData[i]?.hideWidget && (
+                  <Widget
+                     omitPadding={true}
+                     widgetMetaData={widgetMetaData}
+                     widgetData={widgetData[i]}
+                     reloadWidgetCallback={(data) => reloadWidget(i, data)}
+                     isChild={areChildren}
+                     labelAdditionalComponentsRight={labelAdditionalComponentsRight}
+                     labelAdditionalComponentsLeft={labelAdditionalComponentsLeft}
+                  >
+                     <Alert severity={widgetData[i]?.alertType?.toLowerCase()}>
+                        {parse(widgetData[i]?.html)}
+                        {widgetData[i]?.bulletList && (
+                           <div style={{fontSize: "14px"}}>
+                              {widgetData[i].bulletList.map((bullet: string, index: number) =>
+                                 <li key={`widget-${i}-${index}`}>{parse(bullet)}</li>
+                              )}
+                           </div>
+                        )}
+                     </Alert>
+                  </Widget>
+               )
+            }
             {
                widgetMetaData.type === "usaMap" && (
                   <USMapWidget
@@ -306,6 +519,20 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
                   />
                )
             }
+            {
+               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
@@ -450,9 +677,7 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
             }
             {
                widgetMetaData.type === "divider" && (
-                  <Box>
+                  <DividerWidget />
-                     <DividerWidget />
-                  </Box>
                )
             }
             {
@@ -486,8 +711,15 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
                widgetMetaData.type === "childRecordList" && (
                   widgetData && widgetData[i] &&
                   <RecordGridWidget
+                     disableRowClick={widgetData[i]?.disableRowClick}
+                     allowRecordEdit={widgetData[i]?.allowRecordEdit}
+                     allowRecordDelete={widgetData[i]?.allowRecordDelete}
+                     deleteRecordCallback={(rowIndex) => deleteChildRecord(widgetMetaData.name, i, rowIndex)}
+                     editRecordCallback={(rowIndex) => openEditChildRecord(widgetMetaData.name, widgetData[i], rowIndex)}
+                     addNewRecordCallback={widgetData[i]?.isInProcess ? () => openAddChildRecord(widgetMetaData.name, widgetData[i]) : null}
                      widgetMetaData={widgetMetaData}
                      data={widgetData[i]}
+                     parentRecord={record}
                   />
                )
 
@@ -512,7 +744,7 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
                      labelAdditionalComponentsRight={labelAdditionalComponentsRight}
                      labelAdditionalComponentsLeft={labelAdditionalComponentsLeft}
                   >
-                     <CompositeWidget widgetMetaData={widgetMetaData} data={widgetData[i]} />
+                     <CompositeWidget widgetMetaData={widgetMetaData} data={widgetData[i]} actionCallback={actionCallback} values={values} />
                   </Widget>
                )
             }
@@ -546,11 +778,33 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
                   </Widget>
                )
             }
+            {
+               widgetMetaData.type === "filterAndColumnsSetup" && (
+                  widgetData && widgetData[i] &&
+                  <FilterAndColumnsSetupWidget isEditable={false} widgetMetaData={widgetMetaData} widgetData={widgetData[i]} recordValues={convertQRecordValuesFromMapToObject(record)} onSaveCallback={() =>
+                  {
+                  }} />
+               )
+            }
+            {
+               widgetMetaData.type === "pivotTableSetup" && (
+                  widgetData && widgetData[i] && widgetData[i].queryParams &&
+                  <PivotTableSetupWidget isEditable={false} widgetMetaData={widgetMetaData} recordValues={convertQRecordValuesFromMapToObject(record)} onSaveCallback={() =>
+                  {
+                  }} />
+               )
+            }
+            {
+               widgetMetaData.type === "dynamicForm" && (
+                  widgetData && widgetData[i] &&
+                  <DynamicFormWidget isEditable={false} widgetMetaData={widgetMetaData} widgetData={widgetData[i]} record={record} recordValues={convertQRecordValuesFromMapToObject(record)} />
+               )
+            }
          </Box>
       );
    };
 
-   if(wrapWidgetsInTabPanels)
+   if (wrapWidgetsInTabPanels)
    {
       omitWrappingGridContainer = true;
    }
@@ -565,8 +819,28 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
 
                   if (!omitWrappingGridContainer)
                   {
-                     // @ts-ignore
+                     const gridProps: { [key: string]: any } = {};
-                     renderedWidget = (<Grid id={widgetMetaData.name} item xxl={widgetMetaData.gridColumns ? widgetMetaData.gridColumns : 12} xs={12} sx={{display: "flex", alignItems: "stretch", scrollMarginTop: "100px"}}>
+
+                     for (let size of ["xs", "sm", "md", "lg", "xl", "xxl"])
+                     {
+                        const key = `gridCols:sizeClass:${size}`;
+                        if (widgetMetaData?.defaultValues?.has(key))
+                        {
+                           gridProps[size] = widgetMetaData?.defaultValues.get(key);
+                        }
+                     }
+
+                     if (!gridProps["xxl"])
+                     {
+                        gridProps["xxl"] = widgetMetaData.gridColumns ? widgetMetaData.gridColumns : 12;
+                     }
+
+                     if (!gridProps["xs"])
+                     {
+                        gridProps["xs"] = 12;
+                     }
+
+                     renderedWidget = (<Grid id={widgetMetaData.name} item {...gridProps} sx={{display: "flex", alignItems: "stretch", scrollMarginTop: "100px"}}>
                         {renderedWidget}
                      </Grid>);
                   }
@@ -582,7 +856,7 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
                      </TabPanel>);
                   }
 
-                  return (<React.Fragment key={`${widgetMetaData.name}-${i}`}>{renderedWidget}</React.Fragment>)
+                  return (<React.Fragment key={`${widgetMetaData.name}-${i}`}>{renderedWidget}</React.Fragment>);
                })
             }
          </>
@@ -590,7 +864,8 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
 
    const tabs = widgetMetaDataList && wrapWidgetsInTabPanels ?
       <Tabs
-         sx={{m: 0, mb: 1.5, ml: -2, mr: -2, mt: -3,
+         sx={{
+            m: 0, mb: 1.5, ml: -2, mr: -2, mt: -3,
             "& .MuiTabs-scroller": {
                ml: 0
             }
@@ -603,7 +878,7 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
             <Tab key={widgetMetaData.name} label={widgetMetaData.label} />
          ))}
       </Tabs>
-      : <></>
+      : <></>;
 
    return (
       widgetCount > 0 ? (
@@ -616,6 +891,22 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
                   </Grid>
                )
             }
+            {
+               showEditChildForm &&
+               <Modal open={showEditChildForm as boolean} onClose={(event, reason) => closeEditChildForm(event, reason)}>
+                  <div className="modalEditForm">
+                     <EntityForm
+                        isModal={true}
+                        closeModalHandler={closeEditChildForm}
+                        table={showEditChildForm.table}
+                        defaultValues={showEditChildForm.defaultValues}
+                        disabledFields={showEditChildForm.disabledFields}
+                        onSubmitCallback={submitEditChildForm}
+                        overrideHeading={`${showEditChildForm.rowIndex != null ? "Editing" : "Creating New"} ${showEditChildForm.table.label}`}
+                     />
+                  </div>
+               </Modal>
+            }
          </>
       ) : null
    );

src/qqq/components/widgets/Widget.tsx

@@ -21,21 +21,22 @@
 
 import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
-import Box from "@mui/material/Box";
+import {Box, InputLabel} from "@mui/material";
 import Button from "@mui/material/Button";
 import Card from "@mui/material/Card";
 import Icon from "@mui/material/Icon";
+import Switch from "@mui/material/Switch";
 import Tooltip from "@mui/material/Tooltip/Tooltip";
 import Typography from "@mui/material/Typography";
 import parse from "html-react-parser";
-import React, {useContext, useEffect, useState} from "react";
-import {NavigateFunction, useNavigate} from "react-router-dom";
 import QContext from "QContext";
 import colors from "qqq/assets/theme/base/colors";
 import HelpContent, {hasHelpContent} from "qqq/components/misc/HelpContent";
 import WidgetDropdownMenu, {DropdownOption} from "qqq/components/widgets/components/WidgetDropdownMenu";
 import {WidgetUtils} from "qqq/components/widgets/WidgetUtils";
 import HtmlUtils from "qqq/utils/HtmlUtils";
+import React, {useContext, useEffect, useState} from "react";
+import {NavigateFunction, useNavigate} from "react-router-dom";
 
 export interface WidgetData
 {
@@ -60,6 +61,7 @@ interface Props
    labelAdditionalComponentsLeft: LabelComponent[];
    labelAdditionalElementsLeft: JSX.Element[];
    labelAdditionalComponentsRight: LabelComponent[];
+   labelAdditionalElementsRight: JSX.Element[];
    labelBoxAdditionalSx?: any;
    widgetMetaData?: QWidgetMetaData;
    widgetData?: WidgetData;
@@ -80,6 +82,7 @@ Widget.defaultProps = {
    labelAdditionalComponentsLeft: [],
    labelAdditionalElementsLeft: [],
    labelAdditionalComponentsRight: [],
+   labelAdditionalElementsRight: [],
    labelBoxAdditionalSx: {},
    omitPadding: false,
 };
@@ -160,6 +163,76 @@ export class HeaderIcon extends LabelComponent
 }
 
 
+/*******************************************************************************
+ ** a link (actually a button) for in a widget's header
+ *******************************************************************************/
+interface HeaderLinkButtonComponentProps
+{
+   label: string;
+   onClickCallback: () => void;
+   disabled?: boolean;
+   disabledTooltip?: string;
+}
+
+HeaderLinkButtonComponent.defaultProps = {
+   disabled: false,
+   disabledTooltip: null
+};
+
+export function HeaderLinkButtonComponent({label, onClickCallback, disabled, disabledTooltip}: HeaderLinkButtonComponentProps): JSX.Element
+{
+   return (
+      <Tooltip title={disabledTooltip}>
+         <span>
+            <Button disabled={disabled} onClick={() => onClickCallback()} sx={{p: 0}} disableRipple>
+               <Typography display="inline" textTransform="none" fontSize={"1.125rem"}>
+                  {label}
+               </Typography>
+            </Button>
+         </span>
+      </Tooltip>
+   );
+}
+
+
+/*******************************************************************************
+ **
+ *******************************************************************************/
+interface HeaderToggleComponentProps
+{
+   label: string;
+   getValue: () => boolean;
+   onClickCallback: () => void;
+   disabled?: boolean;
+   disabledTooltip?: string;
+}
+
+HeaderToggleComponent.defaultProps = {
+   disabled: false,
+   disabledTooltip: null
+};
+
+export function HeaderToggleComponent({label, getValue, onClickCallback, disabled, disabledTooltip}: HeaderToggleComponentProps): JSX.Element
+{
+   const onClick = () =>
+   {
+      onClickCallback();
+   };
+
+   return (
+      <Box alignItems="baseline" mr="-0.75rem">
+         <Tooltip title={disabledTooltip}>
+            <span>
+               <InputLabel sx={{fontSize: "1.125rem", px: "0 !important", cursor: disabled ? "default" : "pointer", opacity: disabled ? 0.65 : 1}} unselectable="on">
+                  {label} <Switch disabled={disabled} checked={getValue()} onClick={onClick} />
+               </InputLabel>
+            </span>
+         </Tooltip>
+      </Box>
+   );
+}
+
+
 /*******************************************************************************
  **
  *******************************************************************************/
@@ -169,15 +242,17 @@ export class AddNewRecordButton extends LabelComponent
    label: string;
    defaultValues: any;
    disabledFields: any;
+   addNewRecordCallback?: () => void;
 
 
-   constructor(table: QTableMetaData, defaultValues: any, label: string = "Add new", disabledFields: any = defaultValues)
+   constructor(table: QTableMetaData, defaultValues: any, label: string = "Add new", disabledFields: any = defaultValues, addNewRecordCallback?: () => void)
    {
       super();
       this.table = table;
       this.label = label;
       this.defaultValues = defaultValues;
       this.disabledFields = disabledFields;
+      this.addNewRecordCallback = addNewRecordCallback;
    }
 
    openEditForm = (navigate: any, table: QTableMetaData, id: any = null, defaultValues: any, disabledFields: any) =>
@@ -189,7 +264,7 @@ export class AddNewRecordButton extends LabelComponent
    {
       return (
          <Typography variant="body2" p={2} pr={0} display="inline" position="relative" top="-0.5rem">
-            <Button sx={{mt: 0.75}} onClick={() => this.openEditForm(args.navigate, this.table, null, this.defaultValues, this.disabledFields)}>{this.label}</Button>
+            <Button sx={{mt: 0.75}} onClick={() => this.addNewRecordCallback ? this.addNewRecordCallback() : this.openEditForm(args.navigate, this.table, null, this.defaultValues, this.disabledFields)}>{this.label}</Button>
          </Typography>
       );
    };
@@ -238,12 +313,20 @@ export class Dropdown extends LabelComponent
             if (localStorageOption)
             {
                const id = localStorageOption.id;
-               for (let i = 0; i < this.options.length; i++)
+
+               if (this.dropdownMetaData.type == "DATE_PICKER")
                {
-                  if (this.options[i].id == id)
+                  defaultValue = id;
+               }
+               else
+               {
+                  for (let i = 0; i < this.options.length; i++)
                   {
-                     defaultValue = this.options[i];
+                     if (this.options[i].id == id)
-                     args.dropdownData[args.componentIndex] = defaultValue?.id;
+                     {
+                        defaultValue = this.options[i];
+                        args.dropdownData[args.componentIndex] = defaultValue?.id;
+                     }
                   }
                }
             }
@@ -297,6 +380,7 @@ export class Dropdown extends LabelComponent
          <Box mb={2} sx={{float: "right"}}>
             <WidgetDropdownMenu
                name={this.dropdownName}
+               type={this.dropdownMetaData.type}
                defaultValue={defaultValue}
                sx={{marginLeft: "1rem"}}
                label={label}
@@ -562,6 +646,8 @@ function Widget(props: React.PropsWithChildren<Props>): JSX.Element
       localLabelAdditionalElementsLeft.push(WidgetUtils.generateExportButton(onExportClick));
    }
 
+   let localLabelAdditionalElementsRight = [...props.labelAdditionalElementsRight];
+
    const hasPermission = props.widgetData?.hasPermission === undefined || props.widgetData?.hasPermission === true;
 
    const isSet = (v: any): boolean =>
@@ -578,6 +664,7 @@ function Widget(props: React.PropsWithChildren<Props>): JSX.Element
       needLabelBox ||= (labelComponentsLeft && labelComponentsLeft.length > 0);
       needLabelBox ||= (localLabelAdditionalElementsLeft && localLabelAdditionalElementsLeft.length > 0);
       needLabelBox ||= (labelComponentsRight && labelComponentsRight.length > 0);
+      needLabelBox ||= (localLabelAdditionalElementsRight && localLabelAdditionalElementsRight.length > 0);
       needLabelBox ||= isSet(props.widgetData?.icon);
       needLabelBox ||= isSet(props.widgetData?.label);
       needLabelBox ||= isSet(props.widgetMetaData?.label);
@@ -607,7 +694,7 @@ function Widget(props: React.PropsWithChildren<Props>): JSX.Element
    );
 
    let sublabelElement = (
-      <Box height="20px">
+      <Box key="sublabel" height="20px">
          <Typography sx={{position: "relative", top: "-18px"}} variant="caption">
             {props.widgetData?.sublabel}
          </Typography>
@@ -620,11 +707,11 @@ function Widget(props: React.PropsWithChildren<Props>): JSX.Element
       setUsingLabelAsTitle(props.widgetData.isLabelPageTitle);
    }
 
-   const helpRoles = ["ALL_SCREENS"]
+   const helpRoles = ["ALL_SCREENS"];
    const slotName = "label";
    const showHelp = helpHelpActive || hasHelpContent(props.widgetMetaData?.helpContent?.get(slotName), helpRoles);
 
-   if(showHelp)
+   if (showHelp)
    {
       const formattedHelpContent = <HelpContent helpContents={props.widgetMetaData?.helpContent?.get(slotName)} roles={helpRoles} helpContentKey={`widget:${props.widgetMetaData?.name};slot:${slotName}`} />;
       labelElement = <Tooltip title={formattedHelpContent} arrow={true} placement="bottom-start">{labelElement}</Tooltip>;
@@ -694,7 +781,7 @@ function Widget(props: React.PropsWithChildren<Props>): JSX.Element
                      }
                      {localLabelAdditionalElementsLeft}
                   </Box>
-                  <Box display="flex">
+                  <Box key="sublabelContainer" display="flex">
                      {
                         hasPermission && props.widgetData?.sublabel && (sublabelElement)
                      }
@@ -709,6 +796,7 @@ function Widget(props: React.PropsWithChildren<Props>): JSX.Element
                         })
                      )
                   }
+                  {localLabelAdditionalElementsRight}
                </Box>
             </Box>
          }

src/qqq/components/widgets/WidgetBlock.tsx

@@ -22,6 +22,9 @@
 
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
 import {Alert, Skeleton} from "@mui/material";
+import ButtonBlock from "qqq/components/widgets/blocks/ButtonBlock";
+import AudioBlock from "qqq/components/widgets/blocks/AudioBlock";
+import InputFieldBlock from "qqq/components/widgets/blocks/InputFieldBlock";
 import React from "react";
 import BigNumberBlock from "qqq/components/widgets/blocks/BigNumberBlock";
 import {BlockData} from "qqq/components/widgets/blocks/BlockModels";
@@ -32,19 +35,22 @@ import TableSubRowDetailRowBlock from "qqq/components/widgets/blocks/TableSubRow
 import TextBlock from "qqq/components/widgets/blocks/TextBlock";
 import UpOrDownNumberBlock from "qqq/components/widgets/blocks/UpOrDownNumberBlock";
 import CompositeWidget from "qqq/components/widgets/CompositeWidget";
+import ImageBlock from "./blocks/ImageBlock";
 
 
 interface WidgetBlockProps
 {
    widgetMetaData: QWidgetMetaData;
    block: BlockData;
+   actionCallback?: (blockData: BlockData, eventValues?: {[name: string]: any}) => boolean;
+   values?: { [key: string]: any };
 }
 
 
 /*******************************************************************************
  ** Component to render a single Block in the widget framework!
  *******************************************************************************/
-export default function WidgetBlock({widgetMetaData, block}: WidgetBlockProps): JSX.Element
+export default function WidgetBlock({widgetMetaData, block, actionCallback, values}: WidgetBlockProps): JSX.Element
 {
    if(!block)
    {
@@ -64,7 +70,7 @@ export default function WidgetBlock({widgetMetaData, block}: WidgetBlockProps):
    if(block.blockTypeName == "COMPOSITE")
    {
       // @ts-ignore - special case for composite type block...
-      return (<CompositeWidget widgetMetaData={widgetMetaData} data={block} />);
+      return (<CompositeWidget widgetMetaData={widgetMetaData} data={block} actionCallback={actionCallback} values={values} />);
    }
 
    switch(block.blockTypeName)
@@ -83,6 +89,14 @@ export default function WidgetBlock({widgetMetaData, block}: WidgetBlockProps):
          return (<DividerBlock widgetMetaData={widgetMetaData} data={block} />);
       case "BIG_NUMBER":
          return (<BigNumberBlock widgetMetaData={widgetMetaData} data={block} />);
+      case "INPUT_FIELD":
+         return (<InputFieldBlock widgetMetaData={widgetMetaData} data={block} actionCallback={actionCallback} />);
+      case "BUTTON":
+         return (<ButtonBlock widgetMetaData={widgetMetaData} data={block} actionCallback={actionCallback} />);
+      case "AUDIO":
+         return (<AudioBlock widgetMetaData={widgetMetaData} data={block} />);
+      case "IMAGE":
+         return (<ImageBlock widgetMetaData={widgetMetaData} data={block} actionCallback={actionCallback} />);
       default:
          return (<Alert sx={{m: "0.5rem"}} color="warning">Unsupported block type: {block.blockTypeName}</Alert>)
    }

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>);
+   };
+
+
    /*******************************************************************************
     **
     *******************************************************************************/
@@ -97,4 +110,4 @@ export class WidgetUtils
       return (fileName);
    };
 
-}
+}

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

@@ -0,0 +1,40 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import Box from "@mui/material/Box";
+import BlockElementWrapper from "qqq/components/widgets/blocks/BlockElementWrapper";
+import {StandardBlockComponentProps} from "qqq/components/widgets/blocks/BlockModels";
+import DumpJsonBox from "qqq/utils/DumpJsonBox";
+import React from "react";
+
+/*******************************************************************************
+ ** Block that renders ... an audio tag
+ **
+ ** <audio src=${path} ${autoPlay} ${showControls} />
+ *******************************************************************************/
+export default function AudioBlock({widgetMetaData, data}: StandardBlockComponentProps): JSX.Element
+{
+   return (
+      <BlockElementWrapper metaData={widgetMetaData} data={data} slot="">
+         <audio src={data.values?.path} autoPlay={data.values?.autoPlay} controls={data.values?.showControls} />
+      </BlockElementWrapper>
+   );
+}

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

@@ -21,8 +21,6 @@
 
 import BlockElementWrapper from "qqq/components/widgets/blocks/BlockElementWrapper";
 import {StandardBlockComponentProps} from "qqq/components/widgets/blocks/BlockModels";
-import UpOrDownNumberBlock from "qqq/components/widgets/blocks/UpOrDownNumberBlock";
-
 
 
 /*******************************************************************************
@@ -40,7 +38,7 @@ export default function BigNumberBlock({widgetMetaData, data}: StandardBlockComp
       <div style={{width: data.styles.width ?? "auto"}}>
 
          <div style={{fontWeight: "700", fontSize: "0.875rem", color: "#3D3D3D", marginBottom: "-0.5rem"}}>
-            <BlockElementWrapper data={data} slot="heading">
+            <BlockElementWrapper metaData={widgetMetaData} data={data} slot="heading">
                <span>{data.values.heading}</span>
             </BlockElementWrapper>
          </div>
@@ -49,14 +47,14 @@ export default function BigNumberBlock({widgetMetaData, data}: StandardBlockComp
 
             <div style={{display: "flex", alignItems: "baseline"}}>
                <div style={{fontWeight: "700", fontSize: "2rem", marginRight: "0.25rem"}}>
-                  <BlockElementWrapper data={data} slot="number">
+                  <BlockElementWrapper metaData={widgetMetaData} data={data} slot="number">
                      <span style={{color: data.styles.numberColor}}>{data.values.number}</span>
                   </BlockElementWrapper>
                </div>
                {
                   data.values.context &&
                   <div style={{fontWeight: "500", fontSize: "0.875rem", color: "#7b809a"}}>
-                     <BlockElementWrapper data={data} slot="context">
+                     <BlockElementWrapper metaData={widgetMetaData} data={data} slot="context">
                         <span>{data.values.context}</span>
                      </BlockElementWrapper>
                   </div>

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

@@ -20,15 +20,20 @@
  */
 
 
-import {Tooltip} from "@mui/material";
+import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
-import React, {ReactElement} from "react";
+import {Box, Tooltip} from "@mui/material";
-import {Link} from "react-router-dom";
+import QContext from "QContext";
+import HelpContent, {hasHelpContent} from "qqq/components/misc/HelpContent";
 import {BlockData, BlockLink, BlockTooltip} from "qqq/components/widgets/blocks/BlockModels";
+import CompositeWidget from "qqq/components/widgets/CompositeWidget";
+import React, {ReactElement, useContext} from "react";
+import {Link} from "react-router-dom";
 
 interface BlockElementWrapperProps
 {
    data: BlockData;
-   slot: string
+   metaData: QWidgetMetaData;
+   slot: string;
    linkProps?: any;
    children: ReactElement;
 }
@@ -36,21 +41,23 @@ interface BlockElementWrapperProps
 /*******************************************************************************
  ** For Blocks - wrap their "slot" elements with an optional tooltip and/or link
  *******************************************************************************/
-export default function BlockElementWrapper({data, slot, linkProps, children}: BlockElementWrapperProps): JSX.Element
+export default function BlockElementWrapper({data, metaData, slot, linkProps, children}: BlockElementWrapperProps): JSX.Element
 {
+   const {helpHelpActive} = useContext(QContext);
+
    let link: BlockLink;
    let tooltip: BlockTooltip;
 
-   if(slot)
+   if (slot)
    {
       link = data.linkMap && data.linkMap[slot.toUpperCase()];
-      if(!link)
+      if (!link)
       {
          link = data.link;
       }
 
       tooltip = data.tooltipMap && data.tooltipMap[slot.toUpperCase()];
-      if(!tooltip)
+      if (!tooltip)
       {
          tooltip = data.tooltip;
       }
@@ -61,19 +68,52 @@ export default function BlockElementWrapper({data, slot, linkProps, children}: B
       tooltip = data.tooltip;
    }
 
-   let rs = children;
+   if (!tooltip)
-
-   if(link)
    {
-      rs = <Link to={link.href} target={link.target} style={{color: "#546E7A"}} {...linkProps}>{rs}</Link>
+      const helpRoles = ["ALL_SCREENS"];
+
+      ///////////////////////////////////////////////////////////////////////////////////////////////
+      // the full keys in the helpContent table will look like:                                    //
+      // widget:MyCoolWidget;slot=myBlockId,label (if the block has a blockId in data)             //
+      // widget:MyCoolWidget;slot=label (no blockId; note, label is slot name here)                //
+      // in the widget metaData, the map of helpContent will just have the "slot" portion as a key //
+      ///////////////////////////////////////////////////////////////////////////////////////////////
+      const key = data.blockId ? `${data.blockId},${slot}` : slot;
+      const showHelp = helpHelpActive || hasHelpContent(metaData?.helpContent?.get(key), helpRoles);
+
+      if (showHelp)
+      {
+         const formattedHelpContent = <HelpContent helpContents={metaData?.helpContent?.get(key)} roles={helpRoles} helpContentKey={`widget:${metaData?.name};slot:${key}`} />;
+         tooltip = {title: formattedHelpContent, placement: "bottom"};
+      }
    }
 
-   if(tooltip)
+   let rs = children;
+
+   if (link && link.href)
    {
-      let placement = tooltip.placement ? tooltip.placement.toLowerCase() : "bottom"
+      rs = <Link to={link.href} target={link.target} style={{color: "#546E7A"}} {...linkProps}>{rs}</Link>;
+   }
+
+   if (tooltip)
+   {
+      let placement = tooltip.placement ? tooltip.placement.toLowerCase() : "bottom";
 
       // @ts-ignore - placement possible values
-      rs = <Tooltip title={tooltip.title} placement={placement}>{rs}</Tooltip>
+      if (tooltip.blockData)
+      {
+         // @ts-ignore - special case for composite type block...
+         rs = <Tooltip title={
+            <Box sx={{width: "200px"}}>
+               <CompositeWidget widgetMetaData={metaData} data={tooltip?.blockData} />
+            </Box>
+         }>{rs}</Tooltip>;
+      }
+      else
+      {
+         // @ts-ignore - placement possible values
+         rs = <Tooltip title={tooltip.title} placement={placement}>{rs}</Tooltip>;
+      }
    }
 
    return (rs);

src/qqq/components/widgets/blocks/BlockModels.ts

@@ -20,25 +20,30 @@
  */
 
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
+import {CompositeData} from "qqq/components/widgets/CompositeWidget";
 
 
 export interface BlockData
 {
+   blockId?: string;
    blockTypeName: string;
 
    tooltip?: BlockTooltip;
    link?: BlockLink;
-   tooltipMap?: {[slot: string]: BlockTooltip};
+   tooltipMap?: { [slot: string]: BlockTooltip };
-   linkMap?: {[slot: string]: BlockLink};
+   linkMap?: { [slot: string]: BlockLink };
 
    values: any;
    styles?: any;
+
+   conditional?: string;
 }
 
 
 export interface BlockTooltip
 {
-   title: string;
+   blockData?: CompositeData;
+   title: string | JSX.Element;
    placement: string;
 }
 
@@ -54,5 +59,6 @@ export interface StandardBlockComponentProps
 {
    widgetMetaData: QWidgetMetaData;
    data: BlockData;
+   actionCallback?: (blockData: BlockData, eventValues?: {[name: string]: any}) => boolean;
 }
 

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

@@ -0,0 +1,86 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import Box from "@mui/material/Box";
+import Icon from "@mui/material/Icon";
+import {standardWidth} from "qqq/components/buttons/DefaultButtons";
+import MDButton from "qqq/components/legacy/MDButton";
+import BlockElementWrapper from "qqq/components/widgets/blocks/BlockElementWrapper";
+import {StandardBlockComponentProps} from "qqq/components/widgets/blocks/BlockModels";
+import React from "react";
+
+
+/*******************************************************************************
+ ** Block that renders ... a button...
+ **
+ *******************************************************************************/
+export default function ButtonBlock({widgetMetaData, data, actionCallback}: StandardBlockComponentProps): JSX.Element
+{
+   const startIcon = data.values.startIcon?.name ? <Icon>{data.values.startIcon.name}</Icon> : null;
+   const endIcon = data.values.endIcon?.name ? <Icon>{data.values.endIcon.name}</Icon> : null;
+
+   function onClick()
+   {
+      if (actionCallback)
+      {
+         actionCallback(data, data.values);
+      }
+      else
+      {
+         console.log("ButtonBlock onClick with no actionCallback present, so, noop");
+      }
+   }
+
+   let buttonVariant: "gradient" | "outlined" | "text" = "gradient";
+   if (data.styles?.format == "outlined")
+   {
+      buttonVariant = "outlined";
+   }
+   else if (data.styles?.format == "text")
+   {
+      buttonVariant = "text";
+   }
+   else if (data.styles?.format == "filled")
+   {
+      buttonVariant = "gradient";
+   }
+
+   // todo - button colors... but to do RGB's, might need to move away from MDButton?
+
+   return (
+      <BlockElementWrapper metaData={widgetMetaData} data={data} slot="">
+         <Box mx={1} my={1} minWidth={standardWidth}>
+            <MDButton
+               type="button"
+               variant={buttonVariant}
+               color="dark"
+               size="small"
+               fullWidth
+               startIcon={startIcon}
+               endIcon={endIcon}
+               onClick={onClick}
+            >
+               {data.values.label ?? "Button"}
+            </MDButton>
+         </Box>
+      </BlockElementWrapper>
+   );
+}

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

@@ -0,0 +1,59 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import Box from "@mui/material/Box";
+import BlockElementWrapper from "qqq/components/widgets/blocks/BlockElementWrapper";
+import {StandardBlockComponentProps} from "qqq/components/widgets/blocks/BlockModels";
+import DumpJsonBox from "qqq/utils/DumpJsonBox";
+import React from "react";
+
+/*******************************************************************************
+ ** Block that renders ... an image tag
+ **
+ ** <audio src=${path} ${autoPlay} ${showControls} />
+ *******************************************************************************/
+export default function AudioBlock({widgetMetaData, data}: StandardBlockComponentProps): JSX.Element
+{
+   let imageStyle: any = {};
+
+   if(data.styles?.width)
+   {
+      imageStyle.width = data.styles?.width;
+   }
+
+   if(data.styles?.height)
+   {
+      imageStyle.height = data.styles?.height;
+   }
+
+   if(data.styles?.bordered)
+   {
+      imageStyle.border = "1px solid #C0C0C0";
+      imageStyle.borderRadius = "0.5rem";
+   }
+
+
+   return (
+      <BlockElementWrapper metaData={widgetMetaData} data={data} slot="">
+         <img src={data.values?.path} alt={data.values?.alt} style={imageStyle} />
+      </BlockElementWrapper>
+   );
+}

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

@@ -0,0 +1,139 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
+import Box from "@mui/material/Box";
+import QDynamicFormField from "qqq/components/forms/DynamicFormField";
+import DynamicFormUtils from "qqq/components/forms/DynamicFormUtils";
+import BlockElementWrapper from "qqq/components/widgets/blocks/BlockElementWrapper";
+import {StandardBlockComponentProps} from "qqq/components/widgets/blocks/BlockModels";
+import React, {SyntheticEvent, useState} from "react";
+
+/*******************************************************************************
+ ** Block that renders ... a text input
+ **
+ *******************************************************************************/
+export default function InputFieldBlock({widgetMetaData, data, actionCallback}: StandardBlockComponentProps): JSX.Element
+{
+   const [blurCount, setBlurCount] = useState(0)
+
+   const fieldMetaData = new QFieldMetaData(data.values.fieldMetaData);
+   const dynamicField = DynamicFormUtils.getDynamicField(fieldMetaData);
+
+   let autoFocus = data.values.autoFocus as boolean
+   let value = data.values.value;
+   if(value == null || value == undefined)
+   {
+      value = "";
+   }
+
+   ////////////////////////////////////////////////////////////////////////////////
+   // for an autoFocus field...                                                  //
+   // we're finding that if we blur it when clicking an action button, that      //
+   // an un-desirable "now it's been touched, so show an error" happens.         //
+   // so let us remove the default blur handler, for the first (auto) focus/blur //
+   // cycle, and we seem to have a better time.                                  //
+   ////////////////////////////////////////////////////////////////////////////////
+   let dynamicFormFieldRest: {onBlur?: any, sx?: any} = {}
+   if(autoFocus && blurCount == 0)
+   {
+      dynamicFormFieldRest.onBlur = (event: React.SyntheticEvent) =>
+      {
+         event.stopPropagation();
+         event.preventDefault();
+         setBlurCount(blurCount + 1);
+      }
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function eventHandler(event: KeyboardEvent)
+   {
+      if(data.values.submitOnEnter && event.key == "Enter")
+      {
+         // @ts-ignore target.value...
+         const inputValue = event.target.value?.trim()
+
+         // todo - make this behavior opt-in for inputBlocks?
+         if(inputValue && `${inputValue}`.startsWith("->"))
+         {
+            const actionCode = inputValue.substring(2);
+            if(actionCallback)
+            {
+               actionCallback(data, {actionCode: actionCode, _fieldToClearIfError: fieldMetaData.name});
+
+               ///////////////////////////////////////////////////////
+               // return, so we don't submit the actionCode as text //
+               ///////////////////////////////////////////////////////
+               return;
+            }
+         }
+
+         if(fieldMetaData.isRequired && inputValue == "")
+         {
+            console.log("input field is required, but missing value, so not submitting");
+            return;
+         }
+
+         if(actionCallback)
+         {
+            console.log("InputFieldBlock calling actionCallback for submitOnEnter");
+
+            let values: {[name: string]: any} = {};
+            values[fieldMetaData.name] = inputValue;
+
+            actionCallback(data, values);
+         }
+         else
+         {
+            console.log("InputFieldBlock was set as submitOnEnter, but no actionCallback was present, so, noop");
+         }
+      }
+   }
+
+   const labelElement = <Box fontSize="1rem" fontWeight="500" marginBottom="0.25rem">
+      <label htmlFor={fieldMetaData.name}>{fieldMetaData.label}</label>
+   </Box>
+
+   return (
+      <Box mt="0.5rem">
+         <BlockElementWrapper metaData={widgetMetaData} data={data} slot="">
+            <>
+               {labelElement}
+               <QDynamicFormField
+                  name={fieldMetaData.name}
+                  displayFormat={null}
+                  label=""
+                  placeholder={data.values?.placeholder}
+                  backgroundColor="#FFFFFF"
+                  formFieldObject={dynamicField}
+                  type={fieldMetaData.type}
+                  value={value}
+                  autoFocus={autoFocus}
+                  onKeyUp={eventHandler}
+                  {...dynamicFormFieldRest} />
+            </>
+         </BlockElementWrapper>
+      </Box>
+   );
+}

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

@@ -28,20 +28,20 @@ import {StandardBlockComponentProps} from "qqq/components/widgets/blocks/BlockMo
  **
  ** ${number} ${icon}
  *******************************************************************************/
-export default function NumberIconBadgeBlock({data}: StandardBlockComponentProps): JSX.Element
+export default function NumberIconBadgeBlock({widgetMetaData, data}: StandardBlockComponentProps): JSX.Element
 {
    return (
       <div style={{display: "inline-block", whiteSpace: "nowrap", color: data.styles.color}}>
          {
             data.values.number &&
-            <BlockElementWrapper data={data} slot="number">
+            <BlockElementWrapper metaData={widgetMetaData} data={data} slot="number">
                <span style={{color: data.styles.color, fontSize: "0.875rem"}}>{data.values.number}</span>
             </BlockElementWrapper>
          }
          {
             data.values.iconName &&
-            <BlockElementWrapper data={data} slot="icon">
+            <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/blocks/ProgressBarBlock.tsx

@@ -35,14 +35,14 @@ import {StandardBlockComponentProps} from "qqq/components/widgets/blocks/BlockMo
  **    ${heading}
  **    ${bar}             ${value}
  *******************************************************************************/
-export default function ProgressBarBlock({data}: StandardBlockComponentProps): JSX.Element
+export default function ProgressBarBlock({widgetMetaData, data}: StandardBlockComponentProps): JSX.Element
 {
    return (
       <Typography component="div" variant="button" color="text" fontWeight="light" sx={{textTransform: "none"}}>
          {
             data.values.heading &&
             <div style={{marginBottom: "0.25rem", fontWeight: 500, color: "#3D3D3D"}}>
-               <BlockElementWrapper data={data} slot="heading">
+               <BlockElementWrapper metaData={widgetMetaData} data={data} slot="heading">
                   <span>{data.values.heading}</span>
                </BlockElementWrapper>
             </div>
@@ -50,7 +50,7 @@ export default function ProgressBarBlock({data}: StandardBlockComponentProps): J
 
          <div style={{display: "flex", alignItems: "center", marginBottom: "0.75rem"}}>
 
-            <BlockElementWrapper data={data} slot="bar" linkProps={{style: {width: "100%"}}}>
+            <BlockElementWrapper metaData={widgetMetaData} data={data} slot="bar" linkProps={{style: {width: "100%"}}}>
                <div style={{background: "#E0E0E0", width: "100%", borderRadius: "0.5rem", height: "1rem"}}>
                   {
                      data.values.percent > 0 ? <div style={{background: data.styles.barColor ?? "#0062ff", minWidth: "1rem", width: `${data.values.percent}%`, borderRadius: "0.5rem", height: "1rem"}}></div> : <></>
@@ -59,7 +59,7 @@ export default function ProgressBarBlock({data}: StandardBlockComponentProps): J
             </BlockElementWrapper>
 
             <div style={{width: "60px", textAlign: "right", fontWeight: 600, color: "#3D3D3D"}}>
-               <BlockElementWrapper data={data} slot="value">
+               <BlockElementWrapper metaData={widgetMetaData} data={data} slot="value">
                   <span>{data.values.value ?? `${(data.values.percent as number).toFixed(1)}%`}</span>
                </BlockElementWrapper>
             </div>

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

@@ -29,7 +29,7 @@ import {StandardBlockComponentProps} from "qqq/components/widgets/blocks/BlockMo
  **
  ** ${label} ${value}
  *******************************************************************************/
-export default function TableSubRowDetailRowBlock({data}: StandardBlockComponentProps): JSX.Element
+export default function TableSubRowDetailRowBlock({widgetMetaData, data}: StandardBlockComponentProps): JSX.Element
 {
    return (
       <div style={{display: "flex", maxWidth: "calc(100% - 24px)", justifyContent: "space-between"}}>
@@ -37,7 +37,7 @@ export default function TableSubRowDetailRowBlock({data}: StandardBlockComponent
          {
             data.values.label &&
             <div style={{overflow: "hidden", whiteSpace: "nowrap", textOverflow: "ellipsis"}}>
-               <BlockElementWrapper data={data} slot="label">
+               <BlockElementWrapper metaData={widgetMetaData} data={data} slot="label">
                   <span style={{color: data.styles.labelColor}}>{data.values.label}</span>
                </BlockElementWrapper>
             </div>
@@ -45,7 +45,7 @@ export default function TableSubRowDetailRowBlock({data}: StandardBlockComponent
 
          {
             data.values.value &&
-            <BlockElementWrapper data={data} slot="value">
+            <BlockElementWrapper metaData={widgetMetaData} data={data} slot="value">
                <span style={{color: data.styles.valueColor}}>{data.values.value}</span>
             </BlockElementWrapper>
          }

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

@@ -19,19 +19,146 @@
  * along with this program.  If not, see <https://www.gnu.org/licenses/>.
  */
 
+import Box from "@mui/material/Box";
+import Icon from "@mui/material/Icon";
 import BlockElementWrapper from "qqq/components/widgets/blocks/BlockElementWrapper";
 import {StandardBlockComponentProps} from "qqq/components/widgets/blocks/BlockModels";
+import ProcessWidgetBlockUtils from "qqq/pages/processes/ProcessWidgetBlockUtils";
+import React from "react";
 
 /*******************************************************************************
  ** Block that renders ... just some text.
  **
  ** ${text}
  *******************************************************************************/
-export default function TextBlock({data}: StandardBlockComponentProps): JSX.Element
+export default function TextBlock({widgetMetaData, data}: StandardBlockComponentProps): JSX.Element
 {
+   let color = "rgba(0, 0, 0, 0.87)";
+   if (data.styles?.color)
+   {
+      color = ProcessWidgetBlockUtils.processColorFromStyleMap(data.styles.color);
+   }
+
+   let boxStyle = {};
+   if (data.styles?.format == "alert")
+   {
+      boxStyle =
+         {
+            border: `1px solid ${color}`,
+            background: `${color}40`,
+            padding: "0.5rem",
+            borderRadius: "0.5rem",
+         };
+   }
+   else if (data.styles?.format == "banner")
+   {
+      boxStyle =
+         {
+            background: `${color}40`,
+            padding: "0.5rem",
+         };
+   }
+
+   let fontSize = "1rem";
+   if (data.styles?.size)
+   {
+      switch (data.styles.size.toLowerCase())
+      {
+         case "largest":
+            fontSize = "3rem";
+            break;
+         case "headline":
+            fontSize = "2rem";
+            break;
+         case "title":
+            fontSize = "1.5rem";
+            break;
+         case "body":
+            fontSize = "1rem";
+            break;
+         case "smallest":
+            fontSize = "0.75rem";
+            break;
+         default:
+         {
+            if (data.styles.size.match(/^\d+$/))
+            {
+               fontSize = `${data.styles.size}px`;
+            }
+            else
+            {
+               fontSize = "1rem";
+            }
+         }
+      }
+   }
+
+   let fontWeight = "400";
+   if (data.styles?.weight)
+   {
+      switch (data.styles.weight.toLowerCase())
+      {
+         case "thin":
+         case "100":
+            fontWeight = "100";
+            break;
+         case "extralight":
+         case "200":
+            fontWeight = "200";
+            break;
+         case "light":
+         case "300":
+            fontWeight = "300";
+            break;
+         case "normal":
+         case "400":
+            fontWeight = "400";
+            break;
+         case "medium":
+         case "500":
+            fontWeight = "500";
+            break;
+         case "semibold":
+         case "600":
+            fontWeight = "600";
+            break;
+         case "bold":
+         case "700":
+            fontWeight = "700";
+            break;
+         case "extrabold":
+         case "800":
+            fontWeight = "800";
+            break;
+         case "black":
+         case "900":
+            fontWeight = "900";
+            break;
+      }
+   }
+
+   const text = data.values.interpolatedText ?? data.values.text;
+   const lines = text.split("\n");
+
+   const startIcon = data.values.startIcon?.name ? <Icon>{data.values.startIcon.name}</Icon> : null;
+   const endIcon = data.values.endIcon?.name ? <Icon>{data.values.endIcon.name}</Icon> : null;
+
    return (
-      <BlockElementWrapper data={data} slot="">
+      <BlockElementWrapper metaData={widgetMetaData} data={data} slot="">
-         <span>{data.values.text}</span>
+         <Box display="inline-block" lineHeight="1.2" sx={boxStyle}>
+            <span style={{fontSize: fontSize, color: color, fontWeight: fontWeight}}>
+               {lines.map((line: string, index: number) =>
+                  (
+                     <div key={index}>
+                        <>
+                           {index == 0 && startIcon ? {startIcon} : null}
+                           {line}
+                           {index == lines.length - 1 && endIcon ? {endIcon} : null}
+                        </>
+                     </div>
+                  ))
+               }</span>
+         </Box>
       </BlockElementWrapper>
    );
 }

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

@@ -35,7 +35,7 @@ import {StandardBlockComponentProps} from "qqq/components/widgets/blocks/BlockMo
  ** ${icon} ${number}
  ** ${context}
  *******************************************************************************/
-export default function UpOrDownNumberBlock({data}: StandardBlockComponentProps): JSX.Element
+export default function UpOrDownNumberBlock({widgetMetaData, data}: StandardBlockComponentProps): JSX.Element
 {
    if (!data.styles)
    {
@@ -58,10 +58,10 @@ export default function UpOrDownNumberBlock({data}: StandardBlockComponentProps)
 
    return (
       <>
-         <div style={{display: "flex", flexDirection: data.styles.isStacked ? "column" : "row", alignItems: data.styles.isStacked ? "flex-end" : "baseline"}}>
+         <div style={{display: "flex", flexDirection: data.styles.isStacked ? "column" : "row", alignItems: data.styles.isStacked ? "flex-end" : "baseline", marginLeft: "auto"}}>
 
             <div style={{display: "flex", alignItems: "baseline", fontWeight: 700, fontSize: ".875rem"}}>
-               <BlockElementWrapper data={data} slot="number">
+               <BlockElementWrapper metaData={widgetMetaData} data={data} slot="number">
                   <>
                      <Icon sx={{color: goodOrBadColor, alignSelf: "flex-end", fontSize: "2.25rem !important", lineHeight: "0.875rem", height: "1rem", width: "2rem",}}>{iconName}</Icon>
                      <span style={{color: goodOrBadColor}}>{data.values.number}</span>
@@ -70,7 +70,7 @@ export default function UpOrDownNumberBlock({data}: StandardBlockComponentProps)
             </div>
 
             <div style={{fontWeight: 500, fontSize: "0.875rem", color: "#7b809a", marginLeft: "0.25rem"}}>
-               <BlockElementWrapper data={data} slot="context">
+               <BlockElementWrapper metaData={widgetMetaData} data={data} slot="context">
                   <span>{data.values.context}</span>
                </BlockElementWrapper>
             </div>

src/qqq/components/widgets/components/WidgetDropdownMenu.tsx

@@ -19,18 +19,23 @@
  * along with this program.  If not, see <https://www.gnu.org/licenses/>.
  */
 
-import {Collapse, Theme, InputAdornment} from "@mui/material";
+import {CalendarTodayOutlined} from "@mui/icons-material";
+import {Collapse, InputAdornment, Theme} from "@mui/material";
 import Autocomplete from "@mui/material/Autocomplete";
 import Box from "@mui/material/Box";
 import Icon from "@mui/material/Icon";
 import IconButton from "@mui/material/IconButton";
 import TextField from "@mui/material/TextField";
 import {SxProps} from "@mui/system";
+import {DatePicker, DateValidationError, LocalizationProvider, PickerChangeHandlerContext, PickerValidDate} from "@mui/x-date-pickers";
+import {AdapterDayjs} from "@mui/x-date-pickers/AdapterDayjs";
+import dayjs from "dayjs";
 import {Field, Form, Formik} from "formik";
-import React, {useState} from "react";
+import QContext from "QContext";
 import colors from "qqq/assets/theme/base/colors";
 import MDInput from "qqq/components/legacy/MDInput";
 import ValueUtils from "qqq/utils/qqq/ValueUtils";
+import React, {useContext, useEffect, useState} from "react";
 
 
 export interface DropdownOption
@@ -45,6 +50,7 @@ export interface DropdownOption
 interface Props
 {
    name: string;
+   type?: string;
    defaultValue?: any;
    label?: string;
    startIcon?: string;
@@ -96,7 +102,7 @@ function makeBackendValuesFromFrontendValues(frontendDefaultValues: StartAndEndD
    return (backendTimeValues);
 }
 
-function WidgetDropdownMenu({name, defaultValue, label, startIcon, width, disableClearable, allowBackAndForth, backAndForthInverted, dropdownOptions, onChangeCallback, sx}: Props): JSX.Element
+function WidgetDropdownMenu({name, type, defaultValue, label, startIcon, width, disableClearable, allowBackAndForth, backAndForthInverted, dropdownOptions, onChangeCallback, sx}: Props): JSX.Element
 {
    const [customTimesVisible, setCustomTimesVisible] = useState(defaultValue && defaultValue.id && defaultValue.id.startsWith("custom,"));
    const [customTimeValuesFrontend, setCustomTimeValuesFrontend] = useState(parseCustomTimeValuesFromDefaultValue(defaultValue) as StartAndEndDate);
@@ -105,16 +111,27 @@ function WidgetDropdownMenu({name, defaultValue, label, startIcon, width, disabl
 
    const [isOpen, setIsOpen] = useState(false);
    const [value, setValue] = useState(defaultValue);
+   const [dateValue, setDateValue] = useState(defaultValue);
    const [inputValue, setInputValue] = useState("");
 
    const [backDisabled, setBackDisabled] = useState(false);
    const [forthDisabled, setForthDisabled] = useState(false);
 
+   const {accentColor} = useContext(QContext);
+
    const doForceOpen = (event: React.MouseEvent<HTMLDivElement>) =>
    {
       setIsOpen(true);
    };
 
+   useEffect(() =>
+   {
+      if (type == "DATE_PICKER")
+      {
+         handleOnChange(null, defaultValue, null);
+      }
+   }, [defaultValue]);
+
    function getSelectedIndex(value: DropdownOption)
    {
       let currentIndex = null;
@@ -129,9 +146,19 @@ function WidgetDropdownMenu({name, defaultValue, label, startIcon, width, disabl
       return currentIndex;
    }
 
-   const navigateBackAndForth = (event: React.MouseEvent, direction: -1 | 1) =>
+
+   const navigateBackAndForth = (event: React.MouseEvent, direction: -1 | 1, type: string) =>
    {
       event.stopPropagation();
+
+      if (type == "DATE_PICKER")
+      {
+         let currentDate = new Date(dateValue);
+         currentDate.setDate(currentDate.getDate() + direction);
+         handleOnChange(null, currentDate, null);
+         return;
+      }
+
       let currentIndex = getSelectedIndex(value);
 
       if (currentIndex == null)
@@ -156,9 +183,26 @@ function WidgetDropdownMenu({name, defaultValue, label, startIcon, width, disabl
    };
 
 
+   const handleDatePickerOnChange = (value: PickerValidDate, context: PickerChangeHandlerContext<DateValidationError>) =>
+   {
+      if (value.isValid())
+      {
+         handleOnChange(null, value.toDate(), null);
+      }
+   };
+
+
    const handleOnChange = (event: any, newValue: any, reason: string) =>
    {
-      setValue(newValue);
+      if (type == "DATE_PICKER")
+      {
+         setDateValue(newValue);
+         newValue = {"id": new Date(newValue).toLocaleDateString()};
+      }
+      else
+      {
+         setValue(newValue);
+      }
 
       const isTimeframeCustom = name == "timeframe" && newValue && newValue.id == "custom";
       setCustomTimesVisible(isTimeframeCustom);
@@ -250,86 +294,123 @@ function WidgetDropdownMenu({name, defaultValue, label, startIcon, width, disabl
 
    const fontSize = "1rem";
    let optionPaddingLeftRems = 0.75;
-   if(startIcon)
+   if (startIcon)
    {
-      optionPaddingLeftRems += allowBackAndForth ? 1.5 : 1.75
+      optionPaddingLeftRems += allowBackAndForth ? 1.5 : 1.75;
    }
-   if(allowBackAndForth)
+   if (allowBackAndForth)
    {
       optionPaddingLeftRems += 2.5;
    }
 
-   return (
+   if (type == "DATE_PICKER")
-      dropdownOptions ? (
+   {
-         <Box sx={{whiteSpace: "nowrap", display: "flex",
+      return (
-            "& .MuiPopperUnstyled-root": {
+         <Box sx={{
-               border: `1px solid ${colors.grayLines.main}`,
+            ...sx,
-               borderTop: "none",
+            background: "white",
-               borderRadius: "0 0 0.75rem 0.75rem",
+            width: "250px",
-               padding: 0,
+            borderRadius: "0.75rem !important",
-            }, "& .MuiPaper-rounded": {
+            border: `1px solid ${colors.grayLines.main}`,
-               borderRadius: "0 0 0.75rem 0.75rem",
+            "& *": {cursor: "pointer"}
-            }
+         }} display="flex" alignItems="center" onClick={(event) => doForceOpen(event)}>
-         }} className="dashboardDropdownMenu">
+            {allowBackAndForth && <IconButton sx={{padding: 0, margin: "8px"}} onClick={(event) => navigateBackAndForth(event, backAndForthInverted ? 1 : -1, type)} disabled={backDisabled}><Icon>navigate_before</Icon></IconButton>}
-            <Autocomplete
+            <LocalizationProvider dateAdapter={AdapterDayjs}>
-               id={`${label}-combo-box`}
+               <DatePicker
-
+                  sx={{paddingRight: "8px"}}
-               defaultValue={defaultValue}
+                  defaultValue={dayjs(defaultValue)}
-               value={value}
+                  name={name}
-               onChange={handleOnChange}
+                  value={dayjs(dateValue)}
-               inputValue={inputValue}
+                  onChange={handleDatePickerOnChange}
-               onInputChange={handleOnInputChange}
+                  slots={{
-
+                     openPickerIcon: CalendarTodayOutlined
-               isOptionEqualToValue={(option, value) => option.id === value.id}
+                  }}
-
+                  slotProps={{
-               open={isOpen}
+                     openPickerIcon: {sx: {fontSize: "1.25rem !important", color: "#757575"}},
-               onOpen={() => setIsOpen(true)}
+                     actionBar: {actions: ["today"]},
-               onClose={() => setIsOpen(false)}
+                     textField: {variant: "standard", InputProps: {sx: {fontSize: "16px", color: "#495057"}, disableUnderline: true}}
-
+                  }}
-               size="small"
+               />
-               disablePortal
+            </LocalizationProvider>
-               disableClearable={disableClearable}
+            {allowBackAndForth && <IconButton onClick={(event) => navigateBackAndForth(event, backAndForthInverted ? -1 : 1, type)} disabled={forthDisabled}><Icon>navigate_next</Icon></IconButton>}
-               options={dropdownOptions}
-               sx={{
-                  ...sx,
-                  cursor: "pointer",
-                  display: "inline-block",
-                  "& .MuiOutlinedInput-notchedOutline": {
-                     border: "none"
-                  },
-               }}
-               renderInput={(params: any) =>
-                  <>
-                     <Box sx={{width: `${width}px`, background: "white", borderRadius: isOpen ? "0.75rem 0.75rem 0 0" : "0.75rem", border: `1px solid ${colors.grayLines.main}`, "& *": {cursor: "pointer"}}} display="flex" alignItems="center" onClick={(event) => doForceOpen(event)}>
-                        {allowBackAndForth && <IconButton onClick={(event) => navigateBackAndForth(event, backAndForthInverted ? 1 : -1)} disabled={backDisabled}><Icon>navigate_before</Icon></IconButton>}
-                        <TextField {...params} placeholder={label} sx={{
-                           "& .MuiInputBase-input": {
-                              fontSize: fontSize
-                           }
-                        }} InputProps={{...params.InputProps, startAdornment: startAdornment/*, endAdornment: endAdornment*/}}
-                        />
-                        {allowBackAndForth && <IconButton onClick={(event) => navigateBackAndForth(event, backAndForthInverted ? -1 : 1)} disabled={forthDisabled}><Icon>navigate_next</Icon></IconButton>}
-                     </Box>
-                  </>
-               }
-               renderOption={(props, option: DropdownOption) => (
-                  <li {...props} style={{whiteSpace: "normal", fontSize: fontSize, paddingLeft: `${optionPaddingLeftRems}rem`}}>{option.label}</li>
-               )}
-
-               noOptionsText={<Box fontSize={fontSize}>No options found</Box>}
-
-               slotProps={{
-                  popper: {
-                     sx: {
-                        width: `${width}px!important`
-                     }
-                  }
-               }}
-            />
-            {customTimes}
          </Box>
-      ) : null
+      );
-   );
+   }
+   else
+   {
+      return (
+         dropdownOptions ? (
+            <Box sx={{
+               whiteSpace: "nowrap", display: "flex",
+               "& .MuiPopperUnstyled-root": {
+                  border: `1px solid ${colors.grayLines.main}`,
+                  borderTop: "none",
+                  borderRadius: "0 0 0.75rem 0.75rem",
+                  padding: 0,
+               }, "& .MuiPaper-rounded": {
+                  borderRadius: "0 0 0.75rem 0.75rem",
+               }
+            }} className="dashboardDropdownMenu">
+               <Autocomplete
+                  id={`${label}-combo-box`}
+
+                  defaultValue={defaultValue}
+                  value={value}
+                  onChange={handleOnChange}
+                  inputValue={inputValue}
+                  onInputChange={handleOnInputChange}
+
+                  isOptionEqualToValue={(option, value) => option.id === value.id}
+
+                  open={isOpen}
+                  onOpen={() => setIsOpen(true)}
+                  onClose={() => setIsOpen(false)}
+
+                  size="small"
+                  disablePortal
+                  disableClearable={disableClearable}
+                  options={dropdownOptions}
+                  sx={{
+                     ...sx,
+                     cursor: "pointer",
+                     display: "inline-block",
+                     "& .MuiOutlinedInput-notchedOutline": {
+                        border: "none"
+                     },
+                  }}
+                  renderInput={(params: any) =>
+                     <>
+                        <Box sx={{width: `${width}px`, background: "white", borderRadius: isOpen ? "0.75rem 0.75rem 0 0" : "0.75rem", border: `1px solid ${colors.grayLines.main}`, "& *": {cursor: "pointer"}}} display="flex" alignItems="center" onClick={(event) => doForceOpen(event)}>
+                           {allowBackAndForth && <IconButton onClick={(event) => navigateBackAndForth(event, backAndForthInverted ? 1 : -1, type)} disabled={backDisabled}><Icon>navigate_before</Icon></IconButton>}
+                           <TextField {...params} placeholder={label} sx={{
+                              "& .MuiInputBase-input": {
+                                 fontSize: fontSize
+                              }
+                           }} InputProps={{...params.InputProps, startAdornment: startAdornment/*, endAdornment: endAdornment*/}}
+                           />
+                           {allowBackAndForth && <IconButton onClick={(event) => navigateBackAndForth(event, backAndForthInverted ? -1 : 1, type)} disabled={forthDisabled}><Icon>navigate_next</Icon></IconButton>}
+                        </Box>
+                     </>
+                  }
+                  renderOption={(props, option: DropdownOption) => (
+                     <li {...props} style={{whiteSpace: "normal", fontSize: fontSize, paddingLeft: `${optionPaddingLeftRems}rem`}}>{option.label}</li>
+                  )}
+
+                  noOptionsText={<Box fontSize={fontSize}>No options found</Box>}
+
+                  slotProps={{
+                     popper: {
+                        sx: {
+                           width: `${width}px!important`
+                        }
+                     }
+                  }}
+               />
+               {customTimes}
+            </Box>
+         ) : null
+      );
+   }
 }
 
 export default WidgetDropdownMenu;

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

@@ -25,14 +25,13 @@ import {QCriteriaOperator} from "@kingsrook/qqq-frontend-core/lib/model/query/QC
 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 {Chip} from "@mui/material";
 import Alert from "@mui/material/Alert";
 import Avatar from "@mui/material/Avatar";
 import Box from "@mui/material/Box";
 import Button from "@mui/material/Button";
-import Chip from "@mui/material/Chip";
 import Divider from "@mui/material/Divider";
 import Grid from "@mui/material/Grid";
-import Icon from "@mui/material/Icon";
 import List from "@mui/material/List";
 import ListItem from "@mui/material/ListItem";
 import ListItemAvatar from "@mui/material/ListItemAvatar";
@@ -42,8 +41,6 @@ import Snackbar from "@mui/material/Snackbar";
 import Tab from "@mui/material/Tab";
 import Tabs from "@mui/material/Tabs";
 import Typography from "@mui/material/Typography";
-import React, {useReducer, useState} from "react";
-import AceEditor from "react-ace";
 import DataBagDataEditor, {DataBagDataEditorProps} from "qqq/components/databags/DataBagDataEditor";
 import DataBagPreview from "qqq/components/databags/DataBagPreview";
 import TabPanel from "qqq/components/misc/TabPanel";
@@ -53,10 +50,13 @@ import DeveloperModeUtils from "qqq/utils/DeveloperModeUtils";
 import Client from "qqq/utils/qqq/Client";
 import ValueUtils from "qqq/utils/qqq/ValueUtils";
 
+import "ace-builds/src-noconflict/ace";
 import "ace-builds/src-noconflict/mode-java";
 import "ace-builds/src-noconflict/mode-javascript";
 import "ace-builds/src-noconflict/mode-json";
 import "ace-builds/src-noconflict/theme-github";
+import React, {useReducer, useState} from "react";
+import AceEditor from "react-ace";
 import "ace-builds/src-noconflict/ext-language_tools";
 
 const qController = Client.getInstance();
@@ -64,12 +64,11 @@ const qController = Client.getInstance();
 // Declaring props types for ViewForm
 interface Props
 {
-   dataBagId: number
+   dataBagId: number;
 }
 
 DataBagViewer.defaultProps =
-   {
+   {};
-   };
 
 export default function DataBagViewer({dataBagId}: Props): JSX.Element
 {
@@ -77,12 +76,12 @@ export default function DataBagViewer({dataBagId}: Props): JSX.Element
    const [asyncLoadInited, setAsyncLoadInited] = useState(false);
    const [versionRecordList, setVersionRecordList] = useState(null as QRecord[]);
    const [selectedVersionRecord, setSelectedVersionRecord] = useState(null as QRecord);
-   const [currentVersionId , setCurrentVersionId] = useState(null as number);
+   const [currentVersionId, setCurrentVersionId] = useState(null as number);
    const [notFoundMessage, setNotFoundMessage] = useState(null);
    const [selectedTab, setSelectedTab] = useState(0);
    const [editorProps, setEditorProps] = useState(null as DataBagDataEditorProps);
    const [successText, setSuccessText] = useState(null as string);
-   const [failText, setFailText] = useState(null as string)
+   const [failText, setFailText] = useState(null as string);
    const [, forceUpdate] = useReducer((x) => x + 1, 0);
 
    const [loadingSelectedVersion, _] = useState(new LoadingState(forceUpdate, "loading"));
@@ -100,13 +99,13 @@ export default function DataBagViewer({dataBagId}: Props): JSX.Element
 
             const criteria = [new QFilterCriteria("dataBagId", QCriteriaOperator.EQUALS, [dataBagId])];
             const orderBys = [new QFilterOrderBy("sequenceNo", false)];
-            const filter = new QQueryFilter(criteria, orderBys, "AND", 0, 25);
+            const filter = new QQueryFilter(criteria, orderBys, null, "AND", 0, 25);
             const versions = await qController.query("dataBagVersion", filter);
             console.log("Fetched versions:");
             console.log(versions);
             setVersionRecordList(versions);
 
-            if(versions && versions.length > 0)
+            if (versions && versions.length > 0)
             {
                setCurrentVersionId(versions[0].values.get("id"));
                const latestVersion = await qController.get("dataBagVersion", versions[0].values.get("id"));
@@ -121,7 +120,7 @@ export default function DataBagViewer({dataBagId}: Props): JSX.Element
          {
             if (e instanceof QException)
             {
-               if ((e as QException).status === "404")
+               if ((e as QException).status === 404)
                {
                   setNotFoundMessage("Data bag data could not be found.");
                   return;
@@ -362,7 +361,7 @@ export default function DataBagViewer({dataBagId}: Props): JSX.Element
                                              <Typography variant="h6" pl={3}>Data Preview (Version {selectedVersionRecord?.values?.get("sequenceNo")})</Typography>
                                           </Box>
                                           <Box height="400px" overflow="auto" ml={1} fontSize="14px">
-                                             {loadingSelectedVersion.isNotLoading() && selectedTab == 1 && selectedVersionRecord?.values?.get("data") && <DataBagPreview json={selectedVersionRecord?.values?.get("data")} /> }
+                                             {loadingSelectedVersion.isNotLoading() && selectedTab == 1 && selectedVersionRecord?.values?.get("data") && <DataBagPreview json={selectedVersionRecord?.values?.get("data")} />}
                                              {loadingSelectedVersion.isLoadingSlow() && <Box pl={3}>Loading...</Box>}
                                           </Box>
                                        </Grid>
@@ -377,7 +376,7 @@ export default function DataBagViewer({dataBagId}: Props): JSX.Element
                            <Modal open={editorProps !== null} onClose={(event, reason) => closeEditingScript(event, reason)}>
                               <DataBagDataEditor
                                  closeCallback={closeEditingScript}
-                                 {... editorProps}
+                                 {...editorProps}
                               />
                            </Modal>
                         }

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

@@ -19,13 +19,16 @@
  * along with this program.  If not, see <https://www.gnu.org/licenses/>.
  */
 
+import Box from "@mui/material/Box";
 import Divider from "@mui/material/Divider";
 
 
 function DividerWidget(): JSX.Element
 {
    return (
-      <Divider sx={{padding: "1px", background: "red"}}/>
+      <Box pl={3} pt={3} pb={3} width="100%">
+         <Divider sx={{width: "100%", height: "1px", background: "grey"}} />
+      </Box>
    );
 }
 

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

@@ -0,0 +1,265 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+
+import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
+import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
+import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
+import Box from "@mui/material/Box";
+import {FormikContextType, useFormikContext} from "formik";
+import QDynamicForm from "qqq/components/forms/DynamicForm";
+import DynamicFormUtils from "qqq/components/forms/DynamicFormUtils";
+import Widget from "qqq/components/widgets/Widget";
+import {renderSectionOfFields} from "qqq/pages/records/view/RecordView";
+import Client from "qqq/utils/qqq/Client";
+import React, {useEffect, useState} from "react";
+
+
+/*******************************************************************************
+ ** component props
+ *******************************************************************************/
+interface DynamicFormWidgetProps
+{
+   isEditable: boolean;
+   widgetMetaData: QWidgetMetaData;
+   widgetData: any;
+   record: QRecord;
+   recordValues: { [name: string]: any };
+   onSaveCallback?: (values: { [name: string]: any }) => void;
+}
+
+
+/*******************************************************************************
+ ** default values for props
+ *******************************************************************************/
+DynamicFormWidget.defaultProps = {
+   onSaveCallback: null
+};
+
+
+/*******************************************************************************
+ ** Component to display a dynamic form - e.g., on a record edit or view screen,
+ ** or even within a process.
+ *******************************************************************************/
+export default function DynamicFormWidget({isEditable, widgetMetaData, widgetData, record, recordValues, onSaveCallback}: DynamicFormWidgetProps): JSX.Element
+{
+   const [fields, setFields] = useState([] as QFieldMetaData[]);
+
+   const [effectiveIsEditable, setEffectiveIsEditable] = useState(isEditable);
+   if(widgetMetaData.defaultValues.has("isEditable"))
+   {
+      const defaultIsEditableValue = widgetMetaData.defaultValues.get("isEditable")
+      if(defaultIsEditableValue != effectiveIsEditable)
+      {
+         setEffectiveIsEditable(defaultIsEditableValue);
+      }
+   }
+
+   const [dynamicFormFields, setDynamicFormFields] = useState(null as any);
+   const [formValidations, setFormValidations] = useState(null as any);
+
+   const [lastKnowFormValues, setLastKnowFormValues] = useState({} as {[name: string]: any});
+
+
+   //////////////////////////////////////////////////////////////////////////////////////////
+   // on initial load, and any time widgetData changes (e.g., if widget gets re-rendered), //
+   // figure out what our form fields are                                                  //
+   //////////////////////////////////////////////////////////////////////////////////////////
+   useEffect(() =>
+   {
+      setDynamicFormFields({})
+      setFormValidations({})
+
+      if(widgetData && widgetData.fieldList)
+      {
+         const newFields: QFieldMetaData[] = [];
+         for (let i = 0; i < widgetData.fieldList.length; i++)
+         {
+            newFields.push(new QFieldMetaData(widgetData.fieldList[i]));
+         }
+         setFields(newFields);
+
+         if(newFields.length > 0)
+         {
+            const recordOfFieldValues = widgetData.recordOfFieldValues ? new QRecord(widgetData.recordOfFieldValues) : null;
+            const {dynamicFormFields: newDynamicFormFields, formValidations: newFormValidations} = DynamicFormUtils.getFormData(newFields);
+            const defaultDisplayValues = new Map<string,string>(); // todo - seems not right?
+            DynamicFormUtils.addPossibleValueProps(newDynamicFormFields, newFields, recordValues.tableName, null, recordOfFieldValues ? recordOfFieldValues.displayValues : defaultDisplayValues);
+            setDynamicFormFields(newDynamicFormFields)
+            setFormValidations(newFormValidations)
+         }
+
+         setLastKnowFormValues({});
+      }
+      else
+      {
+         setFields([])
+      }
+   }, [widgetData]);
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function checkForFormValueChanges(formikProps: FormikContextType<any>)
+   {
+      if(!fields || !fields.length)
+      {
+         return;
+      }
+
+      let anyChanged = false;
+      for (let i = 0; i < fields.length; i++)
+      {
+         const name = fields[i].name;
+         if(formikProps.values[name] != lastKnowFormValues[name])
+         {
+            anyChanged = true;
+            lastKnowFormValues[name] = formikProps.values[name];
+         }
+      }
+
+      if(anyChanged)
+      {
+         const mergedDynamicFormValuesIntoFieldName = widgetData.mergedDynamicFormValuesIntoFieldName;
+         if(mergedDynamicFormValuesIntoFieldName && onSaveCallback)
+         {
+            const onSaveCallbackParam: {[name: string]: any} = {};
+            onSaveCallbackParam[mergedDynamicFormValuesIntoFieldName] = JSON.stringify(lastKnowFormValues);
+            onSaveCallback(onSaveCallbackParam);
+         }
+      }
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function getInitialValue(fieldName: string)
+   {
+      for (let i = 0; i < fields?.length; i++)
+      {
+         if(fields[i].name == fieldName && fields[i].defaultValue)
+         {
+            return (fields[i].defaultValue)
+         }
+      }
+
+      return (null);
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function renderEditForm()
+   {
+      const formikProps = useFormikContext();
+      if(!fields || !fields.length)
+      {
+         return (
+            <Box>
+               <Box fontSize="1rem">{widgetData && widgetData.noFieldsMessage}</Box>
+            </Box>
+         );
+      }
+
+      const formData: any = {};
+      formData.values = formikProps.values;
+      formData.touched = formikProps.touched;
+      formData.errors = formikProps.errors;
+      formData.formFields = {};
+
+      // todo - merge the formValidations object with formik's - maybe in the useEffect where we build it
+      // setValidations(Yup.object().shape(formValidations));
+      // formikProps.validationSchema.
+
+      for (let key of Object.keys(dynamicFormFields))
+      {
+         const dynamicFormField = dynamicFormFields[key];
+         formData.formFields[dynamicFormField.name] = dynamicFormField;
+
+         const initialValue = getInitialValue(dynamicFormField.name);
+         if(initialValue != null)
+         {
+            console.log(`@dk trying to set an initial value [${dynamicFormField.name}] to [${initialValue}]`);
+            // @ts-ignore some any
+            formikProps.initialValues[dynamicFormField.name] = initialValue;
+         }
+      }
+
+      if(formData.values)
+      {
+         checkForFormValueChanges(formikProps);
+      }
+
+      return (
+         <Box>
+            <QDynamicForm formData={formData} record={record} />
+         </Box>
+      );
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function renderViewForm()
+   {
+      const fieldNames: string[] = [];
+      const fieldMap: {[name: string]: QFieldMetaData} = {};
+      const fakeRecord = new QRecord(widgetData.recordOfFieldValues ?? {});
+
+      const mergedDynamicFormValuesIntoFieldName = widgetData.mergedDynamicFormValuesIntoFieldName;
+
+      for (let i = 0; i < fields?.length; i++)
+      {
+         const fieldName = fields[i].name;
+         fieldNames.push(fieldName);
+         fieldMap[fieldName] = fields[i];
+
+         if(mergedDynamicFormValuesIntoFieldName && recordValues[mergedDynamicFormValuesIntoFieldName])
+         {
+            fakeRecord.values.set(fieldName, recordValues[mergedDynamicFormValuesIntoFieldName][fieldName]);
+         }
+      }
+
+      const section = renderSectionOfFields(`dynamicFormWidget:${widgetMetaData.name}`, fieldNames, null, false, fakeRecord, fieldMap);
+
+      return (<Box>
+         {section}
+      </Box>);
+   }
+
+
+   ////////////
+   // render //
+   ////////////
+   return (<Widget widgetMetaData={widgetMetaData}>
+      {
+         <React.Fragment>
+            {effectiveIsEditable ? renderEditForm() : renderViewForm()}
+         </React.Fragment>
+      }
+   </Widget>);
+}
+

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

@@ -0,0 +1,466 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+
+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 {QQueryFilter} from "@kingsrook/qqq-frontend-core/lib/model/query/QQueryFilter";
+import {Alert, Collapse} from "@mui/material";
+import Box from "@mui/material/Box";
+import Button from "@mui/material/Button";
+import Card from "@mui/material/Card";
+import Modal from "@mui/material/Modal";
+import Tooltip from "@mui/material/Tooltip/Tooltip";
+import QContext from "QContext";
+import colors from "qqq/assets/theme/base/colors";
+import {QCancelButton, QSaveButton} from "qqq/components/buttons/DefaultButtons";
+import HelpContent, {hasHelpContent} from "qqq/components/misc/HelpContent";
+import AdvancedQueryPreview from "qqq/components/query/AdvancedQueryPreview";
+import {getCurrentSortIndicator} from "qqq/components/query/BasicAndAdvancedQueryControls";
+import Widget, {HeaderLinkButtonComponent} from "qqq/components/widgets/Widget";
+import QQueryColumns, {Column} from "qqq/models/query/QQueryColumns";
+import RecordQuery from "qqq/pages/records/query/RecordQuery";
+import Client from "qqq/utils/qqq/Client";
+import FilterUtils from "qqq/utils/qqq/FilterUtils";
+import React, {useContext, useEffect, useRef, useState} from "react";
+
+interface FilterAndColumnsSetupWidgetProps
+{
+   isEditable: boolean,
+   widgetMetaData: QWidgetMetaData,
+   widgetData: any,
+   recordValues: { [name: string]: any },
+   onSaveCallback?: (values: { [name: string]: any }) => void,
+   label?: string
+}
+
+FilterAndColumnsSetupWidget.defaultProps = {
+   onSaveCallback: null
+};
+
+export const buttonSX =
+   {
+      border: `1px solid ${colors.grayLines.main} !important`,
+      borderRadius: "0.75rem",
+      textTransform: "none",
+      fontSize: "1rem",
+      fontWeight: "400",
+      paddingLeft: "1rem",
+      paddingRight: "1rem",
+      opacity: "1",
+      color: colors.dark.main,
+      "&:hover": {color: colors.dark.main},
+      "&:focus": {color: colors.dark.main},
+      "&:focus:not(:hover)": {color: colors.dark.main},
+   };
+
+export const unborderedButtonSX = Object.assign({}, buttonSX);
+unborderedButtonSX.border = "none !important";
+unborderedButtonSX.opacity = "0.7";
+
+
+const qController = Client.getInstance();
+
+/*******************************************************************************
+ ** Component for editing the main setup of a report - that is: filter & columns
+ *******************************************************************************/
+export default function FilterAndColumnsSetupWidget({isEditable, widgetMetaData, widgetData, recordValues, onSaveCallback, label}: FilterAndColumnsSetupWidgetProps): JSX.Element
+{
+   const [modalOpen, setModalOpen] = useState(false);
+   const [hideColumns] = useState(widgetData?.hideColumns);
+   const [hidePreview] = useState(widgetData?.hidePreview);
+   const [tableMetaData, setTableMetaData] = useState(null as QTableMetaData);
+
+   const [filterFieldName] = useState(widgetData?.filterFieldName ?? "queryFilterJson");
+   const [columnsFieldName] = useState(widgetData?.columnsFieldName ?? "columnsJson");
+
+   const [alertContent, setAlertContent] = useState(null as string);
+
+   //////////////////////////////////////////////////////////////////////////////////////////////////
+   // we'll actually keep 2 copies of the query filter around here -                               //
+   // the one in the record (as json) is one that the backend likes (e.g., possible values as ids) //
+   // this "frontend" one is one that the frontend can use (possible values as objects w/ labels). //
+   //////////////////////////////////////////////////////////////////////////////////////////////////
+   const [frontendQueryFilter, setFrontendQueryFilter] = useState(null as QQueryFilter);
+
+   const {helpHelpActive} = useContext(QContext);
+
+   const recordQueryRef = useRef();
+
+   /////////////////////////////
+   // load values from record //
+   /////////////////////////////
+   let columns: QQueryColumns = null;
+   let usingDefaultEmptyFilter = false;
+   let queryFilter = recordValues[filterFieldName] && JSON.parse(recordValues[filterFieldName]) as QQueryFilter;
+   const defaultFilterFields = widgetData?.filterDefaultFieldNames;
+   if (!queryFilter)
+   {
+      queryFilter = new QQueryFilter();
+      if (defaultFilterFields?.length == 0)
+      {
+         usingDefaultEmptyFilter = true;
+      }
+   }
+   else
+   {
+      queryFilter = Object.assign(new QQueryFilter(), queryFilter);
+   }
+
+   //////////////////////////////////////////////////////////////////////////////////////////////////////
+   // if there are default fields from which a query should be seeded, add/update the filter with them //
+   //////////////////////////////////////////////////////////////////////////////////////////////////////
+   if (defaultFilterFields?.length > 0)
+   {
+      defaultFilterFields.forEach((fieldName: string) =>
+      {
+         ////////////////////////////////////////////////////////////////////////////////////////////
+         // if a value for the default field exists, remove the criteria for it in our query first //
+         ////////////////////////////////////////////////////////////////////////////////////////////
+         queryFilter.criteria = queryFilter.criteria?.filter(c => c.fieldName != fieldName);
+
+         if (recordValues[fieldName])
+         {
+            queryFilter.addCriteria(new QFilterCriteria(fieldName, QCriteriaOperator.EQUALS, [recordValues[fieldName]]));
+         }
+      });
+   }
+
+   if (recordValues[columnsFieldName])
+   {
+      columns = QQueryColumns.buildFromJSON(recordValues[columnsFieldName]);
+   }
+
+   //////////////////////////////////////////////////////////////////////
+   // load tableMetaData initially, and if/when selected table changes //
+   //////////////////////////////////////////////////////////////////////
+   useEffect(() =>
+   {
+      ////////////////////////////////////////////////////////////////////////////////////////
+      // if a default table name specified, use it, otherwise use it from the record values //
+      ////////////////////////////////////////////////////////////////////////////////////////
+      let tableName = widgetData?.tableName;
+      if (!tableName && recordValues["tableName"] && (tableMetaData == null || tableMetaData.name != recordValues["tableName"]))
+      {
+         tableName = recordValues["tableName"];
+      }
+
+      if (tableName)
+      {
+         (async () =>
+         {
+            const tableMetaData = await qController.loadTableMetaData(tableName);
+            setTableMetaData(tableMetaData);
+
+            const queryFilterForFrontend = Object.assign({}, queryFilter);
+            await FilterUtils.cleanupValuesInFilerFromQueryString(qController, tableMetaData, queryFilterForFrontend);
+            setFrontendQueryFilter(queryFilterForFrontend);
+         })();
+      }
+   }, [JSON.stringify(recordValues)]);
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function openEditor()
+   {
+      let missingRequiredFields = [] as string[];
+      widgetData?.filterDefaultFieldNames?.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 edit the filter: '" + missingRequiredFields.join(", ") + "'");
+         return;
+      }
+
+      if (recordValues["tableName"])
+      {
+         setAlertContent(null);
+         setModalOpen(true);
+      }
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function saveClicked()
+   {
+      if (!onSaveCallback)
+      {
+         console.log("onSaveCallback was not defined");
+         return;
+      }
+
+      // @ts-ignore possibly 'undefined'.
+      const view = recordQueryRef?.current?.getCurrentView();
+
+      view.queryColumns.sortColumnsFixingPinPositions();
+
+      //////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      // keep the query filter that came from the recordQuery screen as the front-end version (w/ possible value objects) //
+      // but prep a copy of it for the backend, to stringify as json in the record being edited                           //
+      //////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      setFrontendQueryFilter(view.queryFilter);
+      const filter = FilterUtils.prepQueryFilterForBackend(tableMetaData, view.queryFilter);
+
+      const rs: { [key: string]: any } = {};
+      rs[filterFieldName] = JSON.stringify(filter);
+      rs[columnsFieldName] = JSON.stringify(view.queryColumns);
+      onSaveCallback(rs);
+
+      closeEditor();
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function closeEditor(event?: {}, reason?: "backdropClick" | "escapeKeyDown")
+   {
+      if (reason == "backdropClick" || reason == "escapeKeyDown")
+      {
+         return;
+      }
+
+      setModalOpen(false);
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function renderColumn(column: Column): JSX.Element
+   {
+      const [field, table] = FilterUtils.getField(tableMetaData, column.name);
+
+      if (!column || !column.isVisible || column.name == "__check__" || !field)
+      {
+         return (<React.Fragment />);
+      }
+
+      const tableLabelPart = table.name != tableMetaData.name ? table.label + ": " : "";
+
+      return (<Box mr="0.375rem" mb="0.5rem" border={`1px solid ${colors.grayLines.main}`} borderRadius="0.75rem" p="0.25rem 0.75rem">
+         {tableLabelPart}{field.label}
+      </Box>);
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function mayShowQuery(): boolean
+   {
+      if (tableMetaData)
+      {
+         if (frontendQueryFilter?.criteria?.length > 0 || frontendQueryFilter?.subFilters?.length > 0)
+         {
+            return (true);
+         }
+      }
+
+      return (false);
+   }
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function mayShowColumns(): boolean
+   {
+      if (tableMetaData)
+      {
+         for (let i = 0; i < columns?.columns?.length; i++)
+         {
+            if (columns.columns[i].isVisible && columns.columns[i].name != "__check__")
+            {
+               return (true);
+            }
+         }
+      }
+
+      return (false);
+   }
+
+   const helpRoles = isEditable ? [recordValues["id"] ? "EDIT_SCREEN" : "INSERT_SCREEN", "WRITE_SCREENS", "ALL_SCREENS"] : ["VIEW_SCREEN", "READ_SCREENS", "ALL_SCREENS"];
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function showHelp(slot: string)
+   {
+      return (helpHelpActive || hasHelpContent(widgetMetaData?.helpContent?.get(slot), helpRoles));
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function getHelpContent(slot: string)
+   {
+      const key = `widget:${widgetMetaData.name};slot:${slot}`;
+      return <HelpContent helpContents={widgetMetaData?.helpContent?.get(slot)} roles={helpRoles} helpContentKey={key} />;
+   }
+
+   /////////////////////////////////////////////////
+   // add link to widget header for opening modal //
+   /////////////////////////////////////////////////
+   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}>
+      <React.Fragment>
+         {
+            showHelp("sectionSubhead") &&
+            <Box color={colors.gray.main} pb={"0.5rem"} fontSize={"0.875rem"}>
+               {getHelpContent("sectionSubhead")}
+            </Box>
+         }
+         <Collapse in={Boolean(alertContent)}>
+            <Alert severity="error" sx={{mt: 1.5, mb: 0.5}} onClose={() => setAlertContent(null)}>{alertContent}</Alert>
+         </Collapse>
+         <Box pt="0.5rem">
+            <Box display="flex" justifyContent="space-between" alignItems="center">
+               <h5>{label ?? "Query Filter"}</h5>
+               <Box fontSize="0.75rem" fontWeight="700">{mayShowQuery() && getCurrentSortIndicator(frontendQueryFilter, tableMetaData, null)}</Box>
+            </Box>
+            {
+               mayShowQuery() &&
+               <AdvancedQueryPreview tableMetaData={tableMetaData} queryFilter={frontendQueryFilter} isEditable={false} isQueryTooComplex={frontendQueryFilter.subFilters?.length > 0} removeCriteriaByIndexCallback={null} />
+            }
+            {
+               !mayShowQuery() &&
+               <Box width="100%" sx={{fontSize: "1rem", background: "#FFFFFF"}} minHeight={"2.5rem"} p={"0.5rem"} pb={"0.125rem"} borderRadius="0.75rem" border={`1px solid ${colors.grayLines.main}`}>
+                  {
+                     isEditable &&
+                     <Tooltip title={selectTableFirstTooltipTitle}>
+                        <span><Button disabled={!recordValues["tableName"]} sx={{mb: "0.125rem", ...unborderedButtonSX}} onClick={openEditor}>+ Add Filters</Button></span>
+                     </Tooltip>
+                  }
+                  {
+                     !isEditable && <Box color={colors.gray.main}>No filters are configured.</Box>
+                  }
+               </Box>
+            }
+         </Box>
+         {!hideColumns && (
+            <Box pt="1rem">
+               <h5>Columns</h5>
+               <Box display="flex" flexWrap="wrap" fontSize="1rem">
+                  {
+                     mayShowColumns() && columns &&
+                     columns.columns.map((column, i) => <React.Fragment key={`column-${i}`}>{renderColumn(column)}</React.Fragment>)
+                  }
+                  {
+                     !mayShowColumns() &&
+                     <Box width="100%" sx={{fontSize: "1rem", background: "#FFFFFF"}} minHeight={"2.375rem"} p={"0.5rem"} pb={"0.125rem"}>
+                        {
+                           isEditable &&
+                           <Tooltip title={selectTableFirstTooltipTitle}>
+                              <span><Button disabled={!recordValues["tableName"]} sx={unborderedButtonSX} onClick={openEditor}>+ Add Columns</Button></span>
+                           </Tooltip>
+                        }
+                        {
+                           !isEditable && <Box color={colors.gray.main}>No columns are selected.</Box>
+                        }
+                     </Box>
+                  }
+               </Box>
+            </Box>
+         )}
+         {!hidePreview && !isEditable && frontendQueryFilter && tableMetaData && (
+            <Box pt="1rem">
+               <h5>Preview</h5>
+               <RecordQuery
+                  allowVariables={widgetData?.allowVariables}
+                  ref={recordQueryRef}
+                  table={tableMetaData}
+                  isPreview={true}
+                  usage="reportSetup"
+                  isModal={true}
+                  initialQueryFilter={frontendQueryFilter}
+                  initialColumns={columns}
+               />
+            </Box>
+         )}
+         {
+            modalOpen &&
+            <Modal open={modalOpen} onClose={(event, reason) => closeEditor(event, reason)}>
+               <div>
+                  <Box sx={{position: "absolute", overflowY: "auto", maxHeight: "100%", width: "100%"}}>
+                     <Card sx={{m: "2rem", p: "2rem"}}>
+                        <h3>Edit Filters and Columns</h3>
+                        {
+                           showHelp("modalSubheader") &&
+                           <Box color={colors.gray.main} pb={"0.5rem"}>
+                              {getHelpContent("modalSubheader")}
+                           </Box>
+                        }
+                        {
+                           tableMetaData && <RecordQuery
+                              allowVariables={widgetData?.allowVariables}
+                              ref={recordQueryRef}
+                              table={tableMetaData}
+                              usage="reportSetup"
+                              isModal={true}
+                              initialQueryFilter={usingDefaultEmptyFilter ? null : frontendQueryFilter}
+                              initialColumns={columns}
+                           />
+                        }
+
+                        <Box>
+                           <Box display="flex" justifyContent="flex-end">
+                              <QCancelButton disabled={false} onClickHandler={closeEditor} />
+                              <QSaveButton label="OK" iconName="check" disabled={false} onClickHandler={saveClicked} />
+                           </Box>
+                        </Box>
+                     </Card>
+                  </Box>
+               </div>
+            </Modal>
+         }
+      </React.Fragment>
+   </Widget>);
+}

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

@@ -0,0 +1,209 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+
+import {QInstance} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QInstance";
+import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
+import Box from "@mui/material/Box";
+import Button from "@mui/material/Button";
+import Icon from "@mui/material/Icon";
+import type {Identifier, XYCoord} from "dnd-core";
+import colors from "qqq/assets/theme/base/colors";
+import FieldAutoComplete from "qqq/components/misc/FieldAutoComplete";
+import {DragItemTypes, fieldAutoCompleteTextFieldSX, getSelectedFieldForAutoComplete, xIconButtonSX} from "qqq/components/widgets/misc/PivotTableSetupWidget";
+import {PivotTableDefinition, PivotTableGroupBy} from "qqq/models/misc/PivotTableDefinitionModels";
+import React, {FC, useRef} from "react";
+import {useDrag, useDrop} from "react-dnd";
+
+
+/*******************************************************************************
+ ** component props
+ *******************************************************************************/
+export interface PivotTableGroupByElementProps
+{
+   id: string;
+   index: number;
+   dragCallback: (rowsOrColumns: "rows" | "columns", dragIndex: number, hoverIndex: number) => void;
+   metaData: QInstance;
+   tableMetaData: QTableMetaData;
+   pivotTableDefinition: PivotTableDefinition;
+   usedGroupByFieldNames: string[];
+   availableFieldNames: string[];
+   isEditable: boolean;
+   groupBy: PivotTableGroupBy;
+   rowsOrColumns: "rows" | "columns";
+   callback: () => void;
+   attemptedSubmit?: boolean;
+}
+
+
+/*******************************************************************************
+ ** item to support react-dnd
+ *******************************************************************************/
+interface DragItem
+{
+   index: number;
+   id: string;
+   type: string;
+}
+
+/*******************************************************************************
+ **
+ *******************************************************************************/
+export const PivotTableGroupByElement: FC<PivotTableGroupByElementProps> = ({id, index, dragCallback, rowsOrColumns, metaData, tableMetaData, pivotTableDefinition, groupBy, usedGroupByFieldNames, availableFieldNames, isEditable, callback, attemptedSubmit}) =>
+{
+   ////////////////////////////////////////////////////////////////////////////
+   // credit: https://react-dnd.github.io/react-dnd/examples/sortable/simple //
+   ////////////////////////////////////////////////////////////////////////////
+   const ref = useRef<HTMLDivElement>(null);
+   const [{handlerId}, drop] = useDrop<DragItem, void, { handlerId: Identifier | null }>(
+      {
+         accept: rowsOrColumns == "rows" ? DragItemTypes.ROW : DragItemTypes.COLUMN,
+         collect(monitor)
+         {
+            return {
+               handlerId: monitor.getHandlerId(),
+            };
+         },
+         hover(item: DragItem, monitor)
+         {
+            if (!ref.current)
+            {
+               return;
+            }
+            const dragIndex = item.index;
+            const hoverIndex = index;
+
+            // Don't replace items with themselves
+            if (dragIndex === hoverIndex)
+            {
+               return;
+            }
+
+            // Determine rectangle on screen
+            const hoverBoundingRect = ref.current?.getBoundingClientRect();
+
+            // Get vertical middle
+            const hoverMiddleY = (hoverBoundingRect.bottom - hoverBoundingRect.top) / 2;
+
+            // Determine mouse position
+            const clientOffset = monitor.getClientOffset();
+
+            // Get pixels to the top
+            const hoverClientY = (clientOffset as XYCoord).y - hoverBoundingRect.top;
+
+            // Only perform the move when the mouse has crossed half of the items height
+            // When dragging downwards, only move when the cursor is below 50%
+            // When dragging upwards, only move when the cursor is above 50%
+
+            // Dragging downwards
+            if (dragIndex < hoverIndex && hoverClientY < hoverMiddleY)
+            {
+               return;
+            }
+
+            // Dragging upwards
+            if (dragIndex > hoverIndex && hoverClientY > hoverMiddleY)
+            {
+               return;
+            }
+
+            // Time to actually perform the action
+            dragCallback(rowsOrColumns, dragIndex, hoverIndex);
+
+            // Note: we're mutating the monitor item here! Generally it's better to avoid mutations,
+            // but it's good here for the sake of performance to avoid expensive index searches.
+            item.index = hoverIndex;
+         },
+      });
+
+   const [{isDragging}, drag, preview] = useDrag({
+      type: rowsOrColumns == "rows" ? DragItemTypes.ROW : DragItemTypes.COLUMN,
+      item: () =>
+      {
+         return {id, index};
+      },
+      collect: (monitor: any) => ({
+         isDragging: monitor.isDragging(),
+      }),
+   });
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   const handleFieldChange = (event: any, newValue: any, reason: string) =>
+   {
+      groupBy.fieldName = newValue ? newValue.fieldName : null;
+      callback();
+   };
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function removeGroupBy(index: number, rowsOrColumns: "rows" | "columns")
+   {
+      pivotTableDefinition[rowsOrColumns].splice(index, 1);
+      callback();
+   }
+
+   if (!isEditable)
+   {
+      const selectedField = getSelectedFieldForAutoComplete(tableMetaData, groupBy.fieldName);
+      if (selectedField)
+      {
+         const label = selectedField.table.name == tableMetaData.name ? selectedField.field.label : selectedField.table.label + ": " + selectedField.field.label;
+         return (<Box><Box display="inline-block" mr="0.375rem" mb="0.5rem" border={`1px solid ${colors.grayLines.main}`} borderRadius="0.75rem" p="0.25rem 0.75rem">{label}</Box></Box>);
+      }
+
+      return (<React.Fragment />);
+   }
+
+   preview(drop(ref));
+
+   const showError = attemptedSubmit && !groupBy.fieldName;
+
+   return (<Box ref={ref} display="flex" p="0.5rem" pl="0" gap="0.5rem" alignItems="center" sx={{backgroundColor: "white", opacity: isDragging ? 0 : 1}} data-handler-id={handlerId}>
+      <Box>
+         <Icon ref={drag} sx={{cursor: "ns-resize"}}>drag_indicator</Icon>
+      </Box>
+      <Box width="100%">
+         <FieldAutoComplete
+            id={`${rowsOrColumns}-${index}`}
+            label={null}
+            variant="outlined"
+            textFieldSX={fieldAutoCompleteTextFieldSX}
+            metaData={metaData}
+            tableMetaData={tableMetaData}
+            handleFieldChange={handleFieldChange}
+            hiddenFieldNames={usedGroupByFieldNames}
+            availableFieldNames={availableFieldNames}
+            defaultValue={getSelectedFieldForAutoComplete(tableMetaData, groupBy.fieldName)}
+            hasError={showError}
+            noOptionsText="There are no fields available."
+         />
+      </Box>
+      <Box>
+         <Button sx={xIconButtonSX} onClick={() => removeGroupBy(index, rowsOrColumns)}><Icon>clear</Icon></Button>
+      </Box>
+   </Box>);
+};

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

@@ -0,0 +1,870 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+
+import {QInstance} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QInstance";
+import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
+import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
+import Alert from "@mui/material/Alert";
+import Autocomplete from "@mui/material/Autocomplete";
+import Box from "@mui/material/Box";
+import Button from "@mui/material/Button";
+import Card from "@mui/material/Card";
+import Grid from "@mui/material/Grid";
+import Icon from "@mui/material/Icon";
+import Modal from "@mui/material/Modal";
+import TextField from "@mui/material/TextField";
+import Tooltip from "@mui/material/Tooltip/Tooltip";
+import Typography from "@mui/material/Typography";
+import QContext from "QContext";
+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 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";
+import Client from "qqq/utils/qqq/Client";
+import FilterUtils from "qqq/utils/qqq/FilterUtils";
+import React, {useCallback, useContext, useEffect, useReducer, useState} from "react";
+import {DndProvider} from "react-dnd";
+import {HTML5Backend} from "react-dnd-html5-backend";
+
+export const DragItemTypes =
+   {
+      ROW: "row",
+      COLUMN: "column",
+      VALUE: "value"
+   };
+
+export const xIconButtonSX =
+   {
+      border: `1px solid ${colors.grayLines.main} !important`,
+      borderRadius: "0.75rem",
+      textTransform: "none",
+      fontSize: "1rem",
+      fontWeight: "400",
+      width: "40px",
+      minWidth: "40px",
+      paddingLeft: 0,
+      paddingRight: 0,
+      color: colors.error.main,
+      "&:hover": {color: colors.error.main},
+      "&:focus": {color: colors.error.main},
+      "&:focus:not(:hover)": {color: colors.error.main},
+   };
+
+export const fieldAutoCompleteTextFieldSX =
+   {
+      "& .MuiInputBase-input": {fontSize: "1rem", padding: "0 !important"}
+   };
+
+
+/*******************************************************************************
+ **
+ *******************************************************************************/
+export function getSelectedFieldForAutoComplete(tableMetaData: QTableMetaData, fieldName: string)
+{
+   if (fieldName)
+   {
+      let [field, fieldTable] = FilterUtils.getField(tableMetaData, fieldName);
+      if (field && fieldTable)
+      {
+         return ({field: field, table: fieldTable, fieldName: fieldName});
+      }
+   }
+
+   return (null);
+}
+
+
+/*******************************************************************************
+ ** component props
+ *******************************************************************************/
+interface PivotTableSetupWidgetProps
+{
+   isEditable: boolean;
+   widgetMetaData: QWidgetMetaData;
+   recordValues: { [name: string]: any };
+   onSaveCallback?: (values: { [name: string]: any }) => void;
+}
+
+
+/*******************************************************************************
+ ** default values for props
+ *******************************************************************************/
+PivotTableSetupWidget.defaultProps = {
+   onSaveCallback: null
+};
+
+
+const qController = Client.getInstance();
+
+/*******************************************************************************
+ ** Component to edit the setup of a Pivot Table - rows, columns, values!
+ *******************************************************************************/
+export default function PivotTableSetupWidget({isEditable, widgetMetaData, recordValues, onSaveCallback}: PivotTableSetupWidgetProps): JSX.Element
+{
+   const [metaData, setMetaData] = useState(null as QInstance);
+   const [tableMetaData, setTableMetaData] = useState(null as QTableMetaData);
+
+   const [modalOpen, setModalOpen] = useState(false);
+   const [enabled, setEnabled] = useState(!!recordValues["usePivotTable"]);
+   const [attemptedSubmit, setAttemptedSubmit] = useState(false);
+   const [errorAlert, setErrorAlert] = useState(null as string);
+
+   const [pivotTableDefinition, setPivotTableDefinition] = useState(null as PivotTableDefinition);
+
+   const [, forceUpdate] = useReducer((x) => x + 1, 0);
+
+   ///////////////////////////////////////////////////////////////////////////////////
+   // this is a copy of pivotTableDefinition, that we'll render in the modal.       //
+   // then on-save, we'll move it to pivotTableDefinition, e.g., the actual record. //
+   ///////////////////////////////////////////////////////////////////////////////////
+   const [modalPivotTableDefinition, setModalPivotTableDefinition] = useState(null as PivotTableDefinition);
+
+   const [usedGroupByFieldNames, setUsedGroupByFieldNames] = useState([] as string[]);
+   const [usedValueFieldNames, setUsedValueByFieldNames] = useState([] as string[]);
+   const [availableFieldNames, setAvailableFieldNames] = useState([] as string[]);
+
+   const {helpHelpActive} = useContext(QContext);
+
+   //////////////////
+   // initial load //
+   //////////////////
+   useEffect(() =>
+   {
+      if (!pivotTableDefinition)
+      {
+         let originalPivotTableDefinition = recordValues["pivotTableJson"] && JSON.parse(recordValues["pivotTableJson"]) as PivotTableDefinition;
+         if (originalPivotTableDefinition)
+         {
+            setEnabled(true);
+         }
+         else if (!originalPivotTableDefinition)
+         {
+            originalPivotTableDefinition = new PivotTableDefinition();
+         }
+
+         for (let i = 0; i < originalPivotTableDefinition?.rows?.length; i++)
+         {
+            if (!originalPivotTableDefinition?.rows[i].key)
+            {
+               originalPivotTableDefinition.rows[i].key = PivotObjectKey.next();
+            }
+         }
+
+         for (let i = 0; i < originalPivotTableDefinition?.columns?.length; i++)
+         {
+            if (!originalPivotTableDefinition?.columns[i].key)
+            {
+               originalPivotTableDefinition.columns[i].key = PivotObjectKey.next();
+            }
+         }
+
+         for (let i = 0; i < originalPivotTableDefinition?.values?.length; i++)
+         {
+            if (!originalPivotTableDefinition?.values[i].key)
+            {
+               originalPivotTableDefinition.values[i].key = PivotObjectKey.next();
+            }
+         }
+
+         setPivotTableDefinition(originalPivotTableDefinition);
+         updateUsedGroupByFieldNames(originalPivotTableDefinition);
+         updateUsedValueFieldNames(modalPivotTableDefinition);
+      }
+
+      if (recordValues["columnsJson"])
+      {
+         updateAvailableFieldNames(JSON.parse(recordValues["columnsJson"]) as QQueryColumns);
+      }
+
+      (async () =>
+      {
+         setMetaData(await qController.loadMetaData());
+      })();
+   });
+
+   /////////////////////////////////////////////////////////////////////
+   // handle the table name changing - load current table's meta-data //
+   /////////////////////////////////////////////////////////////////////
+   useEffect(() =>
+   {
+      if (recordValues["tableName"] && (tableMetaData == null || tableMetaData.name != recordValues["tableName"]))
+      {
+         (async () =>
+         {
+            const tableMetaData = await qController.loadTableMetaData(recordValues["tableName"]);
+            setTableMetaData(tableMetaData);
+         })();
+      }
+   }, [recordValues]);
+
+
+   const helpRoles = isEditable ? [recordValues["id"] ? "EDIT_SCREEN" : "INSERT_SCREEN", "WRITE_SCREENS", "ALL_SCREENS"] : ["VIEW_SCREEN", "READ_SCREENS", "ALL_SCREENS"];
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function showHelp(slot: string)
+   {
+      return (helpHelpActive || hasHelpContent(widgetMetaData?.helpContent?.get(slot), helpRoles));
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function getHelpContent(slot: string)
+   {
+      const key = `widget:${widgetMetaData.name};slot:${slot}`;
+      return <HelpContent helpContents={widgetMetaData?.helpContent?.get(slot)} roles={helpRoles} helpContentKey={key} />;
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function toggleEnabled()
+   {
+      const newEnabled = !!!getEnabled();
+      setEnabled(newEnabled);
+      onSaveCallback({usePivotTable: newEnabled});
+
+      if (!newEnabled)
+      {
+         onSaveCallback({pivotTableJson: null});
+      }
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function getEnabled()
+   {
+      return (enabled);
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function addGroupBy(rowsOrColumns: "rows" | "columns")
+   {
+      if (!modalPivotTableDefinition[rowsOrColumns])
+      {
+         modalPivotTableDefinition[rowsOrColumns] = [];
+      }
+
+      modalPivotTableDefinition[rowsOrColumns].push(new PivotTableGroupBy());
+      validateForm();
+      forceUpdate();
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function childElementChangedCallback()
+   {
+      updateUsedGroupByFieldNames(modalPivotTableDefinition);
+      updateUsedValueFieldNames(modalPivotTableDefinition);
+      validateForm();
+      forceUpdate();
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function addValue()
+   {
+      if (!modalPivotTableDefinition.values)
+      {
+         modalPivotTableDefinition.values = [];
+      }
+
+      modalPivotTableDefinition.values.push(new PivotTableValue());
+      validateForm();
+      forceUpdate();
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function removeValue(index: number)
+   {
+      modalPivotTableDefinition.values.splice(index, 1);
+      validateForm();
+      forceUpdate();
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function updateUsedGroupByFieldNames(ptd: PivotTableDefinition = pivotTableDefinition)
+   {
+      const usedFieldNames: string[] = [];
+
+      for (let i = 0; i < ptd?.rows?.length; i++)
+      {
+         usedFieldNames.push(ptd?.rows[i].fieldName);
+      }
+
+      for (let i = 0; i < ptd?.columns?.length; i++)
+      {
+         usedFieldNames.push(ptd?.columns[i].fieldName);
+      }
+
+      setUsedGroupByFieldNames(usedFieldNames);
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function updateUsedValueFieldNames(ptd: PivotTableDefinition = pivotTableDefinition)
+   {
+      const usedFieldNames: string[] = [];
+
+      for (let i = 0; i < ptd?.values?.length; i++)
+      {
+         usedFieldNames.push(ptd?.values[i].fieldName);
+      }
+
+      setUsedValueByFieldNames(usedFieldNames);
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function updateAvailableFieldNames(columns: QQueryColumns)
+   {
+      const fieldNames: string[] = [];
+      for (let i = 0; i < columns?.columns?.length; i++)
+      {
+         if (columns.columns[i].isVisible)
+         {
+            fieldNames.push(columns.columns[i].name);
+         }
+      }
+      setAvailableFieldNames(fieldNames);
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function renderOneValue(value: PivotTableValue, index: number)
+   {
+      if (!isEditable)
+      {
+         const selectedField = getSelectedFieldForAutoComplete(tableMetaData, value.fieldName);
+         if (selectedField && value.function)
+         {
+            const label = selectedField.table.name == tableMetaData.name ? selectedField.field.label : selectedField.table.label + ": " + selectedField.field.label;
+            return (<Box mr="0.375rem" mb="0.5rem" border={`1px solid ${colors.grayLines.main}`} borderRadius="0.75rem" p="0.25rem 0.75rem">{pivotTableFunctionLabels[value.function]} of {label}</Box>);
+         }
+
+         return (<React.Fragment />);
+      }
+
+      const handleFieldChange = (event: any, newValue: any, reason: string) =>
+      {
+         value.fieldName = newValue ? newValue.fieldName : null;
+      };
+
+      const handleFunctionChange = (event: any, newValue: any, reason: string) =>
+      {
+         value.function = newValue ? newValue.id : null;
+      };
+
+      const functionOptions: any[] = [];
+      let defaultFunctionValue = null;
+      for (let pivotTableFunctionKey in PivotTableFunction)
+      {
+         // @ts-ignore any?
+         const label = "" + pivotTableFunctionLabels[pivotTableFunctionKey];
+         const option = {id: pivotTableFunctionKey, label: label};
+         functionOptions.push(option);
+
+         if (option.id == value.function)
+         {
+            defaultFunctionValue = option;
+         }
+      }
+
+      // maybe cursor:grab (and then change to "grabbing")
+      return (<Box display="flex" p="0.5rem" pl="0" gap="0.5rem" alignItems="center">
+         <Box>
+            <Icon sx={{cursor: "ns-resize"}}>drag_indicator</Icon>
+         </Box>
+         <Box width="100%">
+            <FieldAutoComplete
+               id={`values-field-${index}`}
+               label={null}
+               variant="outlined"
+               textFieldSX={fieldAutoCompleteTextFieldSX}
+               metaData={metaData}
+               tableMetaData={tableMetaData}
+               handleFieldChange={handleFieldChange}
+               defaultValue={getSelectedFieldForAutoComplete(tableMetaData, value.fieldName)}
+            />
+         </Box>
+         <Box width="330px">
+            <Autocomplete
+               id={`values-field-${index}`}
+               renderInput={(params) => (<TextField {...params} label={null} variant="outlined" sx={fieldAutoCompleteTextFieldSX} autoComplete="off" type="search" InputProps={{...params.InputProps}} />)}
+               // @ts-ignore
+               defaultValue={defaultFunctionValue}
+               options={functionOptions}
+               onChange={handleFunctionChange}
+               isOptionEqualToValue={(option, value) => option.id === value.id}
+               getOptionLabel={(option) => option.label}
+               // todo? renderOption={(props, option, state) => renderFieldOption(props, option, state)}
+               autoSelect={true}
+               autoHighlight={true}
+               disableClearable
+               // slotProps={{popper: {className: "filterCriteriaRowColumnPopper", style: {padding: 0, width: "250px"}}}}
+               // {...alsoOpen}
+            />
+         </Box>
+         <Box>
+            <Button sx={xIconButtonSX} onClick={() => removeValue(index)}><Icon>clear</Icon></Button>
+         </Box>
+      </Box>);
+   }
+
+
+   /*******************************************************************************
+    ** drag & drop callback to move one of the pivot-table group-bys (rows/columns)
+    *******************************************************************************/
+   const moveGroupBy = useCallback((rowsOrColumns: "rows" | "columns", dragIndex: number, hoverIndex: number) =>
+   {
+      const array = modalPivotTableDefinition[rowsOrColumns];
+      const dragItem = array[dragIndex];
+      array.splice(dragIndex, 1);
+      array.splice(hoverIndex, 0, dragItem);
+
+      forceUpdate();
+   }, [modalPivotTableDefinition]);
+
+
+   /*******************************************************************************
+    ** drag & drop callback to move one of the pivot-table values
+    *******************************************************************************/
+   const moveValue = useCallback((dragIndex: number, hoverIndex: number) =>
+   {
+      const array = modalPivotTableDefinition.values;
+      const dragItem = array[dragIndex];
+      array.splice(dragIndex, 1);
+      array.splice(hoverIndex, 0, dragItem);
+
+      forceUpdate();
+   }, [modalPivotTableDefinition]);
+
+
+   const noTable = (tableMetaData == null);
+   const noColumns = (!availableFieldNames || availableFieldNames.length == 0);
+
+   const selectTableFirstTooltipTitle = noTable ? "You must select a table before you can set up your pivot table" : null;
+   const selectColumnsFirstTooltipTitle = noColumns ? "You must set up your report's Columns before you can set up your Pivot Table" : null;
+   const editPopupDisabled = noTable || noColumns;
+
+   /////////////////////////////////////////////////////////////
+   // add toggle component to widget header for editable mode //
+   /////////////////////////////////////////////////////////////
+   const labelAdditionalElementsRight: JSX.Element[] = [];
+   if (isEditable)
+   {
+      labelAdditionalElementsRight.push(<HeaderToggleComponent key="pivotTableHeader" disabled={editPopupDisabled} disabledTooltip={selectTableFirstTooltipTitle ?? selectColumnsFirstTooltipTitle} label="Use Pivot Table?" getValue={() => enabled} onClickCallback={toggleEnabled} />);
+   }
+
+
+   /*******************************************************************************
+    ** render a group-by (row or column)
+    *******************************************************************************/
+   const renderGroupBy = useCallback((groupBy: PivotTableGroupBy, rowsOrColumns: "rows" | "columns", index: number, forModal: boolean) =>
+   {
+      return (
+         <PivotTableGroupByElement
+            key={groupBy.fieldName}
+            index={index}
+            id={`${groupBy.key}`}
+            dragCallback={moveGroupBy}
+            metaData={metaData}
+            tableMetaData={tableMetaData}
+            pivotTableDefinition={forModal ? modalPivotTableDefinition : pivotTableDefinition}
+            usedGroupByFieldNames={[...usedGroupByFieldNames, ...usedValueFieldNames]}
+            availableFieldNames={availableFieldNames}
+            isEditable={isEditable && forModal}
+            groupBy={groupBy}
+            rowsOrColumns={rowsOrColumns}
+            callback={childElementChangedCallback}
+            attemptedSubmit={attemptedSubmit}
+         />
+      );
+   },
+   [tableMetaData, usedGroupByFieldNames, availableFieldNames],
+   );
+
+
+   /*******************************************************************************
+    ** render a pivot-table value (row or column)
+    *******************************************************************************/
+   const renderValue = useCallback((value: PivotTableValue, index: number, forModal: boolean) =>
+   {
+      return (
+         <PivotTableValueElement
+            key={value.key}
+            index={index}
+            id={`${value.key}`}
+            dragCallback={moveValue}
+            metaData={metaData}
+            tableMetaData={tableMetaData}
+            pivotTableDefinition={forModal ? modalPivotTableDefinition : pivotTableDefinition}
+            availableFieldNames={availableFieldNames}
+            usedGroupByFieldNames={usedGroupByFieldNames}
+            isEditable={isEditable && forModal}
+            value={value}
+            callback={childElementChangedCallback}
+            attemptedSubmit={attemptedSubmit}
+         />
+      );
+   },
+   [tableMetaData, usedGroupByFieldNames, availableFieldNames],
+   );
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function openEditor()
+   {
+      if (recordValues["tableName"])
+      {
+         setModalPivotTableDefinition(Object.assign({}, pivotTableDefinition));
+         setModalOpen(true);
+         setAttemptedSubmit(false);
+      }
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function closeEditor(event?: {}, reason?: "backdropClick" | "escapeKeyDown")
+   {
+      if (reason == "backdropClick" || reason == "escapeKeyDown")
+      {
+         return;
+      }
+
+      setModalOpen(false);
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function renderGroupBys(forModal: boolean, rowsOrColumns: "rows" | "columns")
+   {
+      const ptd = forModal ? modalPivotTableDefinition : pivotTableDefinition;
+
+      return <>
+         <h5>{rowsOrColumns == "rows" ? "Rows" : "Columns"}</h5>
+         <Box fontSize="1rem">
+            {
+               tableMetaData && (<div>{ptd[rowsOrColumns]?.map((groupBy, i) => renderGroupBy(groupBy, rowsOrColumns, i, forModal))}</div>)
+            }
+         </Box>
+         {
+            (forModal || (isEditable && !ptd[rowsOrColumns]?.length)) &&
+            <Box mt={forModal ? "0.5rem" : "0"} mb="1rem">
+               <Tooltip title={selectTableFirstTooltipTitle ?? selectColumnsFirstTooltipTitle}>
+                  <span><Button disabled={editPopupDisabled} sx={forModal ? buttonSX : unborderedButtonSX} onClick={() => forModal ? addGroupBy(rowsOrColumns) : openEditor()}>+ Add new {rowsOrColumns == "rows" ? "row" : "column"}</Button></span>
+               </Tooltip>
+            </Box>
+         }
+         {
+            !isEditable && !forModal && !ptd[rowsOrColumns]?.length &&
+            <Box color={colors.gray.main} fontSize="1rem">Your pivot table has no {rowsOrColumns}.</Box>
+         }
+      </>;
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function renderValues(forModal: boolean)
+   {
+      const ptd = forModal ? modalPivotTableDefinition : pivotTableDefinition;
+
+      return <>
+         <h5>Values</h5>
+         <Box fontSize="1rem">
+            {
+               tableMetaData && (<div>{ptd?.values?.map((value, i) => renderValue(value, i, forModal))}</div>)
+            }
+         </Box>
+         {
+            (forModal || (isEditable && !ptd?.values?.length)) &&
+            <Box mt={forModal ? "0.5rem" : "0"} mb="1rem">
+               <Tooltip title={selectTableFirstTooltipTitle ?? selectColumnsFirstTooltipTitle}>
+                  <span><Button disabled={editPopupDisabled} sx={forModal ? buttonSX : unborderedButtonSX} onClick={() => forModal ? addValue() : openEditor()}>+ Add new value</Button></span>
+               </Tooltip>
+            </Box>
+         }
+         {
+            !isEditable && !forModal && !ptd?.values?.length &&
+            <Box color={colors.gray.main} fontSize="1rem">Your pivot table has no values.</Box>
+         }
+      </>;
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function validateForm(submitting: boolean = false)
+   {
+      ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      // if this isn't a call from the on-submit handler, and we haven't previously attempted a submit, then return w/o setting any alerts //
+      // this is like a version of considering "touched"...                                                                                //
+      ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      if (!submitting && !attemptedSubmit)
+      {
+         return;
+      }
+
+      let missingValues = 0;
+
+      for (let i = 0; i < modalPivotTableDefinition?.rows?.length; i++)
+      {
+         if (!modalPivotTableDefinition.rows[i].fieldName)
+         {
+            missingValues++;
+         }
+      }
+
+      for (let i = 0; i < modalPivotTableDefinition?.columns?.length; i++)
+      {
+         if (!modalPivotTableDefinition.columns[i].fieldName)
+         {
+            missingValues++;
+         }
+      }
+
+      for (let i = 0; i < modalPivotTableDefinition?.values?.length; i++)
+      {
+         if (!modalPivotTableDefinition.values[i].fieldName)
+         {
+            missingValues++;
+         }
+         if (!modalPivotTableDefinition.values[i].function)
+         {
+            missingValues++;
+         }
+      }
+
+      if (missingValues == 0)
+      {
+         setErrorAlert(null);
+
+         ////////////////////////////////////////////////////////////////////////////////////
+         // this is to catch the case of - user attempted to submit, and there were errors //
+         // now they've fixed 'em - so go back to a 'clean' state - so if they add more    //
+         // boxes, they won't immediately show errors, until a re-submit                   //
+         ////////////////////////////////////////////////////////////////////////////////////
+         if (attemptedSubmit)
+         {
+            setAttemptedSubmit(false);
+         }
+         return (false);
+      }
+
+      setErrorAlert(`Missing value in ${missingValues} field${missingValues == 1 ? "" : "s"}.`);
+      return (true);
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function saveClicked()
+   {
+      setAttemptedSubmit(true);
+
+      if (validateForm(true))
+      {
+         return;
+      }
+
+      if (!onSaveCallback)
+      {
+         console.log("onSaveCallback was not defined");
+         return;
+      }
+
+      setPivotTableDefinition(Object.assign({}, modalPivotTableDefinition));
+      updateUsedGroupByFieldNames(modalPivotTableDefinition);
+      updateUsedValueFieldNames(modalPivotTableDefinition);
+
+      onSaveCallback({pivotTableJson: JSON.stringify(modalPivotTableDefinition)});
+
+      closeEditor();
+   }
+
+
+   ////////////
+   // render //
+   ////////////
+   return (<Widget widgetMetaData={widgetMetaData} labelAdditionalElementsRight={labelAdditionalElementsRight}>
+      {
+         <React.Fragment>
+            <DndProvider backend={HTML5Backend}>
+               {
+                  enabled &&
+                  <Box display="flex" justifyContent="space-between">
+                     <Box>
+                        {
+                           showHelp("sectionSubhead") &&
+                           <Box color={colors.gray.main} pb={"0.5rem"} fontSize={"0.875rem"}>
+                              {getHelpContent("sectionSubhead")}
+                           </Box>
+                        }
+                     </Box>
+                     {
+                        isEditable &&
+                        <Tooltip title={selectTableFirstTooltipTitle ?? selectColumnsFirstTooltipTitle}>
+                           <span>
+                              <Button disabled={editPopupDisabled} onClick={() => openEditor()} sx={{p: 0}} disableRipple>
+                                 <Typography display="inline" textTransform="none" fontSize={"1.125rem"}>
+                                    Edit Pivot Table
+                                 </Typography>
+                              </Button>
+                           </span>
+                        </Tooltip>
+                     }
+                  </Box>
+               }
+               {
+                  (!enabled || !pivotTableDefinition) && !isEditable &&
+                  <Box fontSize="1rem">Your report does not use a Pivot Table.</Box>
+               }
+               {
+                  enabled && pivotTableDefinition &&
+                  <>
+                     <Grid container spacing="16">
+
+                        <Grid item lg={4} md={6} xs={12}>{renderGroupBys(false, "rows")}</Grid>
+                        <Grid item lg={4} md={6} xs={12}>{renderGroupBys(false, "columns")}</Grid>
+                        <Grid item lg={4} md={6} xs={12}>{renderValues(false)}</Grid>
+
+                     </Grid>
+                     {
+                        modalOpen &&
+                        <Modal open={modalOpen} onClose={(event, reason) => closeEditor(event, reason)}>
+                           <div>
+                              <Box sx={{position: "absolute", width: "100%"}}>
+                                 <Card sx={{m: "2rem", p: "2rem", overflowY: "auto", height: "calc(100vh - 4rem)"}}>
+                                    <h3>Edit Pivot Table</h3>
+                                    {
+                                       showHelp("modalSubheader") &&
+                                       <Box color={colors.gray.main}>
+                                          {getHelpContent("modalSubheader")}
+                                       </Box>
+                                    }
+                                    {
+                                       errorAlert && <Alert icon={<Icon>error_outline</Icon>} color="error" onClose={() => setErrorAlert(null)}>{errorAlert}</Alert>
+                                    }
+                                    <Grid container spacing="16" overflow="auto" mt="0.5rem" mb="1rem" height="100%">
+
+                                       <Grid item lg={4} md={6} xs={12}>{renderGroupBys(true, "rows")}</Grid>
+                                       <Grid item lg={4} md={6} xs={12}>{renderGroupBys(true, "columns")}</Grid>
+                                       <Grid item lg={4} md={6} xs={12}>{renderValues(true)}</Grid>
+
+                                    </Grid>
+                                    <Box>
+                                       <Box display="flex" justifyContent="flex-end">
+                                          <QCancelButton disabled={false} onClickHandler={closeEditor} />
+                                          <QSaveButton label="OK" iconName="check" disabled={false} onClickHandler={saveClicked} />
+                                       </Box>
+                                    </Box>
+                                 </Card>
+                              </Box>
+                           </div>
+                        </Modal>
+                     }
+                  </>
+               }
+            </DndProvider>
+         </React.Fragment>
+      }
+   </Widget>);
+}
+
+/* this was a rough-draft of what a preview of a pivot could look like...
+   <Box mt={"1rem"}>
+      <h5>Preview</h5>
+      <table>
+         <tr>
+            <th style={{textAlign: "left", fontSize: "0.875rem"}}></th>
+            <th style={{textAlign: "left", fontSize: "0.875rem"}}>Column Labels</th>
+         </tr>
+         {
+            pivotTableDefinition?.columns?.map((column, i) =>
+               (
+                  <tr key={column.key}>
+                     <th style={{textAlign: "left", fontSize: "0.875rem"}}></th>
+                     <th style={{textAlign: "left", fontSize: "0.875rem"}}>{column.fieldName}</th>
+                  </tr>
+               ))
+         }
+         <tr>
+            <th style={{textAlign: "left", fontSize: "0.875rem"}}>Row Labels</th>
+            {
+               pivotTableDefinition?.values?.map((value, i) =>
+                  (
+                     <th key={value.key} style={{textAlign: "left", fontSize: "0.875rem"}}>{value.function} of {value.fieldName}</th>
+                  ))
+            }
+         </tr>
+         {
+            pivotTableDefinition?.rows?.map((row, i) =>
+               (
+                  <tr key={row.key}>
+                     <th style={{textAlign: "left", fontSize: "0.875rem", paddingLeft: (i * 1) + "rem"}}>{row.fieldName}</th>
+                  </tr>
+               ))
+         }
+      </table>
+   </Box>
+*/

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

@@ -0,0 +1,319 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+
+import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
+import {QFieldType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldType";
+import {QInstance} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QInstance";
+import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
+import Autocomplete from "@mui/material/Autocomplete";
+import Box from "@mui/material/Box";
+import Button from "@mui/material/Button";
+import Icon from "@mui/material/Icon";
+import TextField from "@mui/material/TextField";
+import type {Identifier, XYCoord} from "dnd-core";
+import colors from "qqq/assets/theme/base/colors";
+import FieldAutoComplete from "qqq/components/misc/FieldAutoComplete";
+import {DragItemTypes, fieldAutoCompleteTextFieldSX, getSelectedFieldForAutoComplete, xIconButtonSX} from "qqq/components/widgets/misc/PivotTableSetupWidget";
+import {functionsPerFieldType, PivotTableDefinition, pivotTableFunctionLabels, PivotTableValue} from "qqq/models/misc/PivotTableDefinitionModels";
+import React, {FC, useReducer, useRef, useState} from "react";
+import {useDrag, useDrop} from "react-dnd";
+
+
+/*******************************************************************************
+ ** component props
+ *******************************************************************************/
+export interface PivotTableValueElementProps
+{
+   id: string;
+   index: number;
+   dragCallback: (dragIndex: number, hoverIndex: number) => void;
+   metaData: QInstance;
+   tableMetaData: QTableMetaData;
+   pivotTableDefinition: PivotTableDefinition;
+   availableFieldNames: string[];
+   usedGroupByFieldNames: string[];
+   isEditable: boolean;
+   value: PivotTableValue;
+   callback: () => void;
+   attemptedSubmit?: boolean;
+}
+
+
+/*******************************************************************************
+ ** item to support react-dnd
+ *******************************************************************************/
+interface DragItem
+{
+   index: number;
+   id: string;
+   type: string;
+}
+
+
+/*******************************************************************************
+ ** Element to render 1 pivot-table value.
+ *******************************************************************************/
+export const PivotTableValueElement: FC<PivotTableValueElementProps> = ({id, index, dragCallback, metaData, tableMetaData, pivotTableDefinition, availableFieldNames, usedGroupByFieldNames, value, isEditable, callback, attemptedSubmit}) =>
+{
+   const [defaultFunctionValue, setDefaultFunctionValue] = useState(null);
+   const [, forceUpdate] = useReducer((x) => x + 1, 0);
+
+   ////////////////////////////////////////////////////////////////////////////
+   // credit: https://react-dnd.github.io/react-dnd/examples/sortable/simple //
+   ////////////////////////////////////////////////////////////////////////////
+   const ref = useRef<HTMLDivElement>(null);
+   const [{handlerId}, drop] = useDrop<DragItem, void, { handlerId: Identifier | null }>(
+      {
+         accept: DragItemTypes.VALUE,
+         collect(monitor)
+         {
+            return {
+               handlerId: monitor.getHandlerId(),
+            };
+         },
+         hover(item: DragItem, monitor)
+         {
+            if (!ref.current)
+            {
+               return;
+            }
+            const dragIndex = item.index;
+            const hoverIndex = index;
+
+            // Don't replace items with themselves
+            if (dragIndex === hoverIndex)
+            {
+               return;
+            }
+
+            // Determine rectangle on screen
+            const hoverBoundingRect = ref.current?.getBoundingClientRect();
+
+            // Get vertical middle
+            const hoverMiddleY = (hoverBoundingRect.bottom - hoverBoundingRect.top) / 2;
+
+            // Determine mouse position
+            const clientOffset = monitor.getClientOffset();
+
+            // Get pixels to the top
+            const hoverClientY = (clientOffset as XYCoord).y - hoverBoundingRect.top;
+
+            // Only perform the move when the mouse has crossed half of the items height
+            // When dragging downwards, only move when the cursor is below 50%
+            // When dragging upwards, only move when the cursor is above 50%
+
+            // Dragging downwards
+            if (dragIndex < hoverIndex && hoverClientY < hoverMiddleY)
+            {
+               return;
+            }
+
+            // Dragging upwards
+            if (dragIndex > hoverIndex && hoverClientY > hoverMiddleY)
+            {
+               return;
+            }
+
+            // Time to actually perform the action
+            dragCallback(dragIndex, hoverIndex);
+
+            // Note: we're mutating the monitor item here! Generally it's better to avoid mutations,
+            // but it's good here for the sake of performance to avoid expensive index searches.
+            item.index = hoverIndex;
+         },
+      });
+
+   const [{isDragging}, drag] = useDrag({
+      type: DragItemTypes.VALUE,
+      item: () =>
+      {
+         return {id, index};
+      },
+      collect: (monitor: any) => ({
+         isDragging: monitor.isDragging(),
+      }),
+   });
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function getFunctionsForField(field: QFieldMetaData)
+   {
+      if(field)
+      {
+         let type = field.type;
+         if (field.possibleValueSourceName)
+         {
+            type = QFieldType.STRING;
+         }
+
+         if(functionsPerFieldType[type])
+         {
+            return (functionsPerFieldType[type]);
+         }
+      }
+
+      //////////////////////////////////////
+      // return broadest list if no field //
+      //////////////////////////////////////
+      return (functionsPerFieldType[QFieldType.INTEGER]);
+   }
+
+
+   /*******************************************************************************
+    ** event handler for user selecting a field
+    *******************************************************************************/
+   function handleFieldChange(event: any, newValue: any, reason: string)
+   {
+      value.fieldName = newValue ? newValue.fieldName : null;
+
+      if(newValue)
+      {
+         /////////////////////////////////////////////////////////////////////////////////////////
+         // if newly selected field doesn't have the currently selected function, then clear it //
+         /////////////////////////////////////////////////////////////////////////////////////////
+         const newSelectedField = getSelectedFieldForAutoComplete(tableMetaData, newValue.fieldName);
+         if (newSelectedField)
+         {
+            if(getFunctionsForField(newSelectedField.field).indexOf(value.function) == -1)
+            {
+               setDefaultFunctionValue(null);
+               handleFunctionChange(null, null, null);
+               forceUpdate();
+            }
+         }
+      }
+
+      callback();
+   }
+
+
+   /*******************************************************************************
+    ** event handler for user selecting a function
+    *******************************************************************************/
+   function handleFunctionChange(event: any, newValue: any, reason: string)
+   {
+      value.function = newValue ? newValue.id : null;
+      callback();
+   }
+
+
+   /*******************************************************************************
+    ** event handler for clicking remove button
+    *******************************************************************************/
+   function removeValue(index: number)
+   {
+      pivotTableDefinition.values.splice(index, 1);
+      callback();
+   }
+
+   const selectedField = getSelectedFieldForAutoComplete(tableMetaData, value.fieldName);
+
+   /////////////////////////////////////////////////////////////////////
+   // if we're not on an edit screen, return a simpler read-only view //
+   /////////////////////////////////////////////////////////////////////
+   if (!isEditable)
+   {
+      let label = "--";
+      if (selectedField && value.function)
+      {
+         label = pivotTableFunctionLabels[value.function] + " of " + (selectedField.table.name == tableMetaData.name ? selectedField.field.label : selectedField.table.label + ": " + selectedField.field.label);
+      }
+
+      return (<Box><Box display="inline-block" mr="0.375rem" mb="0.5rem" border={`1px solid ${colors.grayLines.main}`} borderRadius="0.75rem" p="0.25rem 0.75rem">{label}</Box></Box>);
+   }
+
+   ///////////////////////////////////////////////////////////////////////////////
+   // figure out functions to display in drop down, plus selected/default value //
+   ///////////////////////////////////////////////////////////////////////////////
+   const functionOptions: any[] = [];
+   const availableFunctions = getFunctionsForField(selectedField?.field);
+   for (let pivotTableFunction of availableFunctions)
+   {
+      const label = pivotTableFunctionLabels[pivotTableFunction];
+      const option = {id: pivotTableFunction, label: label};
+      functionOptions.push(option);
+
+      if (option.id == value.function && JSON.stringify(option) != JSON.stringify(defaultFunctionValue))
+      {
+         setDefaultFunctionValue(option);
+      }
+   }
+
+   drag(drop(ref));
+
+   const showValueError = attemptedSubmit && !value.fieldName;
+   const showFunctionError = attemptedSubmit && !value.function;
+
+   return (<Box ref={ref} display="flex" p="0.5rem" pl="0" gap="0.5rem" alignItems="center" sx={{backgroundColor: "white", opacity: isDragging ? 0 : 1}} data-handler-id={handlerId}>
+      <Box>
+         <Icon sx={{cursor: "ns-resize"}}>drag_indicator</Icon>
+      </Box>
+      <Box width="100%">
+         <FieldAutoComplete
+            id={`values-field-${index}`}
+            label={null}
+            variant="outlined"
+            textFieldSX={fieldAutoCompleteTextFieldSX}
+            metaData={metaData}
+            tableMetaData={tableMetaData}
+            handleFieldChange={handleFieldChange}
+            availableFieldNames={availableFieldNames}
+            hiddenFieldNames={usedGroupByFieldNames}
+            defaultValue={selectedField}
+            hasError={showValueError}
+            noOptionsText="There are no fields available."
+         />
+      </Box>
+      <Box width="370px">
+         <Autocomplete
+            id={`values-function-${index}`}
+            renderInput={(params) =>
+            {
+               const inputProps = params.InputProps;
+               const originalEndAdornment = inputProps.endAdornment;
+               inputProps.endAdornment = <Box>
+                  {showFunctionError && <Icon color="error">error_outline</Icon>}
+                  {originalEndAdornment}
+               </Box>;
+
+               return (<TextField {...params} label={null} variant="outlined" sx={fieldAutoCompleteTextFieldSX} autoComplete="off" type="search" InputProps={inputProps} />)
+            }}
+            // @ts-ignore
+            value={defaultFunctionValue}
+            inputValue={defaultFunctionValue?.label ?? ""}
+            options={functionOptions}
+            onChange={handleFunctionChange}
+            isOptionEqualToValue={(option, value) => option.id === value.id}
+            getOptionLabel={(option) => option.label}
+            autoSelect={true}
+            autoHighlight={true}
+            disableClearable
+         />
+      </Box>
+      <Box>
+         <Button sx={xIconButtonSX} onClick={() => removeValue(index)}><Icon>clear</Icon></Button>
+      </Box>
+   </Box>);
+
+};

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

@@ -25,34 +25,64 @@ import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
 import Box from "@mui/material/Box";
 import Button from "@mui/material/Button";
 import Icon from "@mui/material/Icon";
+import IconButton from "@mui/material/IconButton";
 import Tooltip from "@mui/material/Tooltip/Tooltip";
 import Typography from "@mui/material/Typography";
-import {DataGridPro, GridCallbackDetails, GridEventListener, GridFilterModel, gridPreferencePanelStateSelector, GridRowParams, GridSelectionModel, GridToolbarColumnsButton, GridToolbarContainer, GridToolbarDensitySelector, GridToolbarExportContainer, GridToolbarFilterButton, MuiEvent, useGridApiContext, useGridApiEventHandler, useGridSelector} from "@mui/x-data-grid-pro";
+import {DataGridPro, GridCallbackDetails, GridDensity, GridEventListener, GridRenderCellParams, GridRowParams, GridToolbarContainer, MuiEvent, useGridApiContext, useGridApiEventHandler} from "@mui/x-data-grid-pro";
-import React, {useEffect, useRef, useState} from "react";
+import Widget, {AddNewRecordButton, LabelComponent, WidgetData} from "qqq/components/widgets/Widget";
-import {useNavigate, Link} from "react-router-dom";
-import Widget, {AddNewRecordButton, LabelComponent} from "qqq/components/widgets/Widget";
 import DataGridUtils from "qqq/utils/DataGridUtils";
 import HtmlUtils from "qqq/utils/HtmlUtils";
 import Client from "qqq/utils/qqq/Client";
 import ValueUtils from "qqq/utils/qqq/ValueUtils";
+import React, {useEffect, useRef, useState} from "react";
+import {Link, useNavigate} from "react-router-dom";
+
+export interface ChildRecordListData extends WidgetData
+{
+   title?: string;
+   queryOutput?: { records: { values: any, displayValues?: any } [] };
+   childTableMetaData?: QTableMetaData;
+   tablePath?: string;
+   viewAllLink?: string;
+   totalRows?: number;
+   canAddChildRecord?: boolean;
+   defaultValuesForNewChildRecords?: { [fieldName: string]: any };
+   disabledFieldsForNewChildRecords?: { [fieldName: string]: any };
+   defaultValuesForNewChildRecordsFromParentFields?: { [fieldName: string]: string };
+}
 
 interface Props
 {
-   widgetMetaData: QWidgetMetaData;
+   widgetMetaData: QWidgetMetaData,
-   data: any;
+   data: ChildRecordListData,
+   addNewRecordCallback?: () => void,
+   disableRowClick: boolean,
+   allowRecordEdit: boolean,
+   editRecordCallback?: (rowIndex: number) => void,
+   allowRecordDelete: boolean,
+   deleteRecordCallback?: (rowIndex: number) => void,
+   gridOnly?: boolean,
+   gridDensity?: GridDensity,
+   parentRecord?: QRecord
 }
 
-RecordGridWidget.defaultProps = {};
+RecordGridWidget.defaultProps =
+   {
+      disableRowClick: false,
+      allowRecordEdit: false,
+      allowRecordDelete: false,
+      gridOnly: false,
+   };
 
 const qController = Client.getInstance();
 
-function RecordGridWidget({widgetMetaData, data}: Props): JSX.Element
+function RecordGridWidget({widgetMetaData, data, addNewRecordCallback, disableRowClick, allowRecordEdit, editRecordCallback, allowRecordDelete, deleteRecordCallback, gridOnly, gridDensity, parentRecord}: Props): JSX.Element
 {
    const instance = useRef({timer: null});
    const [rows, setRows] = useState([]);
-   const [records, setRecords] = useState([] as QRecord[])
+   const [records, setRecords] = useState([] as QRecord[]);
    const [columns, setColumns] = useState([]);
-   const [allColumns, setAllColumns] = useState([])
+   const [allColumns, setAllColumns] = useState([]);
    const [csv, setCsv] = useState(null as string);
    const [fileName, setFileName] = useState(null as string);
    const [gridMouseDownX, setGridMouseDownX] = useState(0);
@@ -69,12 +99,19 @@ function RecordGridWidget({widgetMetaData, data}: Props): JSX.Element
          {
             for (let i = 0; i < queryOutputRecords.length; i++)
             {
-               records.push(new QRecord(queryOutputRecords[i]));
+               if (queryOutputRecords[i] instanceof QRecord)
+               {
+                  records.push(queryOutputRecords[i] as QRecord);
+               }
+               else
+               {
+                  records.push(new QRecord(queryOutputRecords[i]));
+               }
             }
          }
 
-         const tableMetaData = new QTableMetaData(data.childTableMetaData);
+         const tableMetaData = data.childTableMetaData instanceof QTableMetaData ? data.childTableMetaData as QTableMetaData : new QTableMetaData(data.childTableMetaData);
-         const rows = DataGridUtils.makeRows(records, tableMetaData);
+         const rows = DataGridUtils.makeRows(records, tableMetaData, true);
 
          /////////////////////////////////////////////////////////////////////////////////
          // note - tablePath may be null, if the user doesn't have access to the table. //
@@ -85,32 +122,54 @@ function RecordGridWidget({widgetMetaData, data}: Props): JSX.Element
          /////////////////////////////////////////////////////////////////////////////////////////////////////////////
          // capture all-columns to use for the export (before we might splice some away from the on-screen display) //
          /////////////////////////////////////////////////////////////////////////////////////////////////////////////
-         const allColumns = [... columns];
+         const allColumns = [...columns];
          setAllColumns(JSON.parse(JSON.stringify(columns)));
 
          ////////////////////////////////////////////////////////////////
          // do not not show the foreign-key column of the parent table //
          ////////////////////////////////////////////////////////////////
-         if(data.defaultValuesForNewChildRecords)
+         if (data.defaultValuesForNewChildRecords)
          {
             for (let i = 0; i < columns.length; i++)
             {
-               if(data.defaultValuesForNewChildRecords[columns[i].field])
+               if (data.defaultValuesForNewChildRecords[columns[i].field])
                {
                   columns.splice(i, 1);
-                  i--
+                  i--;
                }
             }
          }
 
+         ////////////////////////////////////
+         // add actions cell, if available //
+         ////////////////////////////////////
+         if (allowRecordEdit || allowRecordDelete)
+         {
+            columns.unshift({
+               field: "_actions",
+               type: "string",
+               headerName: "Actions",
+               sortable: false,
+               filterable: false,
+               width: allowRecordEdit && allowRecordDelete ? 80 : 50,
+               renderCell: ((params: GridRenderCellParams) =>
+               {
+                  return <Box>
+                     {allowRecordEdit && <IconButton onClick={() => editRecordCallback(params.row.__rowIndex)}><Icon>edit</Icon></IconButton>}
+                     {allowRecordDelete && <IconButton onClick={() => deleteRecordCallback(params.row.__rowIndex)}><Icon>delete</Icon></IconButton>}
+                  </Box>;
+               })
+            });
+         }
+
          setRows(rows);
-         setRecords(records)
+         setRecords(records);
          setColumns(columns);
 
          let csv = "";
          for (let i = 0; i < allColumns.length; i++)
          {
-            csv += `${i > 0 ? "," : ""}"${ValueUtils.cleanForCsv(allColumns[i].headerName)}"`
+            csv += `${i > 0 ? "," : ""}"${ValueUtils.cleanForCsv(allColumns[i].headerName)}"`;
          }
          csv += "\n";
 
@@ -118,8 +177,8 @@ function RecordGridWidget({widgetMetaData, data}: Props): JSX.Element
          {
             for (let j = 0; j < allColumns.length; j++)
             {
-               const value = records[i].displayValues.get(allColumns[j].field) ?? records[i].values.get(allColumns[j].field)
+               const value = records[i].displayValues.get(allColumns[j].field) ?? records[i].values.get(allColumns[j].field);
-               csv += `${j > 0 ? "," : ""}"${ValueUtils.cleanForCsv(value)}"`
+               csv += `${j > 0 ? "," : ""}"${ValueUtils.cleanForCsv(value)}"`;
             }
             csv += "\n";
          }
@@ -129,19 +188,19 @@ function RecordGridWidget({widgetMetaData, data}: Props): JSX.Element
          setCsv(csv);
          setFileName(fileName);
       }
-   }, [data]);
+   }, [JSON.stringify(data?.queryOutput)]);
 
    ///////////////////
    // view all link //
    ///////////////////
    const labelAdditionalElementsLeft: JSX.Element[] = [];
-   if(data && data.viewAllLink)
+   if (data && data.viewAllLink)
    {
       labelAdditionalElementsLeft.push(
-         <Typography variant="body2" p={2} display="inline" fontSize=".875rem" pt="0" position="relative">
+         <Typography key={"viewAllLink"} variant="body2" p={2} display="inline" fontSize=".875rem" pt="0" position="relative">
             <Link to={data.viewAllLink}>View All</Link>
          </Typography>
-      )
+      );
    }
 
    ///////////////////
@@ -153,10 +212,10 @@ function RecordGridWidget({widgetMetaData, data}: Props): JSX.Element
    {
       isExportDisabled = false;
 
-      if(data.totalRows && data.queryOutput.records.length < data.totalRows)
+      if (data.totalRows && data.queryOutput.records.length < data.totalRows)
       {
-         tooltipTitle = "Export these " + data.queryOutput.records.length + " records."
+         tooltipTitle = "Export these " + data.queryOutput.records.length + " records.";
-         if(data.viewAllLink)
+         if (data.viewAllLink)
          {
             tooltipTitle += "\nClick View All to export all records.";
          }
@@ -165,21 +224,21 @@ function RecordGridWidget({widgetMetaData, data}: Props): JSX.Element
 
    const onExportClick = () =>
    {
-      if(csv)
+      if (csv)
       {
          HtmlUtils.download(fileName, csv);
       }
       else
       {
-         alert("There is no data available to export.")
+         alert("There is no data available to export.");
       }
-   }
+   };
 
-   if(widgetMetaData?.showExportButton)
+   if (widgetMetaData?.showExportButton)
    {
       labelAdditionalElementsLeft.push(
-         <Typography key={1} variant="body2" px={0} display="inline" position="relative">
+         <Typography key={"exportButton"} variant="body2" px={0} display="inline" position="relative">
-            <Tooltip title={tooltipTitle}><Button sx={{px: 1, py: 0, minWidth: "initial"}} onClick={onExportClick} disabled={isExportDisabled}><Icon sx={{color: "#757575", fontSize: 1.25}}>save_alt</Icon></Button></Tooltip>
+            <Tooltip title={tooltipTitle}><span><Button sx={{px: 1, py: 0, minWidth: "initial"}} onClick={onExportClick} disabled={isExportDisabled}><Icon sx={{color: "#757575", fontSize: 1.25}}>save_alt</Icon></Button></span></Tooltip>
          </Typography>
       );
    }
@@ -187,15 +246,30 @@ function RecordGridWidget({widgetMetaData, data}: Props): JSX.Element
    ////////////////////
    // add new button //
    ////////////////////
-   const labelAdditionalComponentsRight: LabelComponent[] = []
+   const labelAdditionalComponentsRight: LabelComponent[] = [];
-   if(data && data.canAddChildRecord)
+   if (data && data.canAddChildRecord)
    {
       let disabledFields = data.disabledFieldsForNewChildRecords;
-      if(!disabledFields)
+      if (!disabledFields)
       {
          disabledFields = data.defaultValuesForNewChildRecords;
       }
-      labelAdditionalComponentsRight.push(new AddNewRecordButton(data.childTableMetaData, data.defaultValuesForNewChildRecords, "Add new", disabledFields))
+
+      const defaultValuesForNewChildRecords = data.defaultValuesForNewChildRecords || {}
+
+      ///////////////////////////////////////////////////////////////////////////////////////
+      // copy values from specified fields in the parent record down into the child record //
+      ///////////////////////////////////////////////////////////////////////////////////////
+      if(data.defaultValuesForNewChildRecordsFromParentFields)
+      {
+         for(let childField in data.defaultValuesForNewChildRecordsFromParentFields)
+         {
+            const parentField = data.defaultValuesForNewChildRecordsFromParentFields[childField];
+            defaultValuesForNewChildRecords[childField] = parentRecord?.values?.get(parentField);
+         }
+      }
+
+      labelAdditionalComponentsRight.push(new AddNewRecordButton(data.childTableMetaData, defaultValuesForNewChildRecords, "Add new", disabledFields, addNewRecordCallback));
    }
 
 
@@ -204,13 +278,18 @@ function RecordGridWidget({widgetMetaData, data}: Props): JSX.Element
    /////////////////////////////////////////////////////////////////
    const handleRowClick = (params: GridRowParams, event: MuiEvent<React.MouseEvent>, details: GridCallbackDetails) =>
    {
+      if (disableRowClick)
+      {
+         return;
+      }
+
       (async () =>
       {
-         const qInstance = await qController.loadMetaData()
+         const qInstance = await qController.loadMetaData();
-         let tablePath = qInstance.getTablePathByName(data.childTableMetaData.name)
+         let tablePath = qInstance.getTablePathByName(data.childTableMetaData.name);
-         if(tablePath)
+         if (tablePath)
          {
-            tablePath = `${tablePath}/${params.id}`;
+            tablePath = `${tablePath}/${params.row[data.childTableMetaData.primaryKeyField]}`;
             DataGridUtils.handleRowClick(tablePath, event, gridMouseDownX, gridMouseDownY, navigate, instance);
          }
       })();
@@ -224,7 +303,7 @@ function RecordGridWidget({widgetMetaData, data}: Props): JSX.Element
     *******************************************************************************/
    function CustomToolbar()
    {
-      const handleMouseDown: GridEventListener<"cellMouseDown"> = ( params, event, details ) =>
+      const handleMouseDown: GridEventListener<"cellMouseDown"> = (params, event, details) =>
       {
          setGridMouseDownX(event.clientX);
          setGridMouseDownY(event.clientY);
@@ -243,6 +322,62 @@ function RecordGridWidget({widgetMetaData, data}: Props): JSX.Element
       return (<GridToolbarContainer />);
    }
 
+   let containerPadding = -3;
+   if (data?.isInProcess)
+   {
+      containerPadding = 0;
+   }
+
+
+   const grid = (
+      <DataGridPro
+         autoHeight
+         sx={{
+            borderBottom: "none",
+            borderLeft: "none",
+            borderRight: "none"
+         }}
+         rows={rows}
+         disableSelectionOnClick
+         columns={columns}
+         rowBuffer={10}
+         getRowClassName={(params) => (params.indexRelativeToCurrentPage % 2 === 0 ? "even" : "odd")}
+         onRowClick={handleRowClick}
+         getRowId={(row) => row.__rowIndex}
+         // getRowHeight={() => "auto"} // maybe nice?  wraps values in cells...
+         components={{
+            Toolbar: CustomToolbar
+         }}
+         // pinnedColumns={pinnedColumns}
+         // onPinnedColumnsChange={handlePinnedColumnsChange}
+         // pagination
+         // paginationMode="server"
+         // rowsPerPageOptions={[20]}
+         // sortingMode="server"
+         // filterMode="server"
+         // page={pageNumber}
+         // checkboxSelection
+         rowCount={data && data.totalRows}
+         // onPageSizeChange={handleRowsPerPageChange}
+         // onStateChange={handleStateChange}
+         density={gridDensity ?? "standard"}
+         // loading={loading}
+         // filterModel={filterModel}
+         // onFilterModelChange={handleFilterChange}
+         // columnVisibilityModel={columnVisibilityModel}
+         // onColumnVisibilityModelChange={handleColumnVisibilityChange}
+         // onColumnOrderChange={handleColumnOrderChange}
+         // onSelectionModelChange={selectionChanged}
+         // onSortModelChange={handleSortChange}
+         // sortingOrder={[ "asc", "desc" ]}
+         // sortModel={columnSortModel}
+      />
+   );
+
+   if (gridOnly)
+   {
+      return (grid);
+   }
 
    return (
       <Widget
@@ -252,48 +387,10 @@ function RecordGridWidget({widgetMetaData, data}: Props): JSX.Element
          labelAdditionalComponentsRight={labelAdditionalComponentsRight}
          labelBoxAdditionalSx={{position: "relative", top: "-0.375rem"}}
       >
-         <Box mx={-2} mb={-3}>
+         <Box mx={containerPadding} mb={containerPadding}>
-            <DataGridPro
+            <Box>
-               autoHeight
+               {grid}
-               sx={{
+            </Box>
-                  borderBottom: "none",
-                  borderLeft: "none",
-                  borderRight: "none"
-               }}
-               rows={rows}
-               disableSelectionOnClick
-               columns={columns}
-               rowBuffer={10}
-               getRowClassName={(params) => (params.indexRelativeToCurrentPage % 2 === 0 ? "even" : "odd")}
-               onRowClick={handleRowClick}
-               // getRowHeight={() => "auto"} // maybe nice?  wraps values in cells...
-               components={{
-                  Toolbar: CustomToolbar
-               }}
-               // pinnedColumns={pinnedColumns}
-               // onPinnedColumnsChange={handlePinnedColumnsChange}
-               // pagination
-               // paginationMode="server"
-               // rowsPerPageOptions={[20]}
-               // sortingMode="server"
-               // filterMode="server"
-               // page={pageNumber}
-               // checkboxSelection
-               rowCount={data && data.totalRows}
-               // onPageSizeChange={handleRowsPerPageChange}
-               // onStateChange={handleStateChange}
-               // density={density}
-               // loading={loading}
-               // filterModel={filterModel}
-               // onFilterModelChange={handleFilterChange}
-               // columnVisibilityModel={columnVisibilityModel}
-               // onColumnVisibilityModelChange={handleColumnVisibilityChange}
-               // onColumnOrderChange={handleColumnOrderChange}
-               // onSelectionModelChange={selectionChanged}
-               // onSortModelChange={handleSortChange}
-               // sortingOrder={[ "asc", "desc" ]}
-               // sortModel={columnSortModel}
-            />
          </Box>
       </Widget>
    );

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

@@ -46,9 +46,6 @@ import Snackbar from "@mui/material/Snackbar";
 import Tab from "@mui/material/Tab";
 import Tabs from "@mui/material/Tabs";
 import Typography from "@mui/material/Typography";
-import React, {useReducer, useState} from "react";
-import AceEditor from "react-ace";
-import {Link} from "react-router-dom";
 import TabPanel from "qqq/components/misc/TabPanel";
 import ScriptDocsForm from "qqq/components/scripts/ScriptDocsForm";
 import ScriptEditor, {ScriptEditorProps} from "qqq/components/scripts/ScriptEditor";
@@ -65,6 +62,9 @@ import "ace-builds/src-noconflict/mode-javascript";
 import "ace-builds/src-noconflict/mode-velocity";
 import "ace-builds/src-noconflict/mode-json";
 import "ace-builds/src-noconflict/theme-github";
+import React, {useReducer, useState} from "react";
+import AceEditor from "react-ace";
+import {Link} from "react-router-dom";
 import "ace-builds/src-noconflict/ext-language_tools";
 
 const qController = Client.getInstance();
@@ -97,16 +97,16 @@ export default function ScriptViewer({scriptId, associatedScriptTableName, assoc
    const [versionRecordList, setVersionRecordList] = useState(null as QRecord[]);
    const [selectedVersionRecord, setSelectedVersionRecord] = useState(null as QRecord);
    const [scriptLogs, setScriptLogs] = useState({} as any);
-   const [scriptTypeRecord, setScriptTypeRecord] = useState(null as QRecord)
+   const [scriptTypeRecord, setScriptTypeRecord] = useState(null as QRecord);
-   const [scriptTypeFileSchemaList, setScriptTypeFileSchemaList] = useState(null as QRecord[])
+   const [scriptTypeFileSchemaList, setScriptTypeFileSchemaList] = useState(null as QRecord[]);
    const [availableFileNames, setAvailableFileNames] = useState([] as string[]);
    const [selectedFileName, setSelectedFileName] = useState("");
-   const [currentVersionId , setCurrentVersionId] = useState(null as number);
+   const [currentVersionId, setCurrentVersionId] = useState(null as number);
    const [notFoundMessage, setNotFoundMessage] = useState(null);
    const [selectedTab, setSelectedTab] = useState(0);
    const [editorProps, setEditorProps] = useState(null as ScriptEditorProps);
    const [successText, setSuccessText] = useState(null as string);
-   const [failText, setFailText] = useState(null as string)
+   const [failText, setFailText] = useState(null as string);
    const [, forceUpdate] = useReducer((x) => x + 1, 0);
 
    const [loadingSelectedVersion, _] = useState(new LoadingState(forceUpdate, "loading"));
@@ -129,13 +129,13 @@ export default function ScriptViewer({scriptId, associatedScriptTableName, assoc
 
             let fileMode = scriptTypeRecord.values.get("fileMode");
             let scriptTypeFileSchemaList: QRecord[] = null;
-            if(fileMode == 1) // SINGLE
+            if (fileMode == 1) // SINGLE
             {
                scriptTypeFileSchemaList = [new QRecord({values: {name: "Script.js", fileType: "javascript"}})];
             }
-            else if(fileMode == 2) // MULTI_PRE_DEFINED
+            else if (fileMode == 2) // MULTI_PRE_DEFINED
             {
-               const filter = new QQueryFilter([new QFilterCriteria("scriptTypeId", QCriteriaOperator.EQUALS, [scriptRecord.values.get("scriptTypeId")])], [new QFilterOrderBy("id")])
+               const filter = new QQueryFilter([new QFilterCriteria("scriptTypeId", QCriteriaOperator.EQUALS, [scriptRecord.values.get("scriptTypeId")])], [new QFilterOrderBy("id")]);
                scriptTypeFileSchemaList = await qController.query("scriptTypeFileSchema", filter);
             }
             else // MULTI AD_HOC
@@ -145,22 +145,22 @@ export default function ScriptViewer({scriptId, associatedScriptTableName, assoc
             }
 
             setScriptTypeFileSchemaList(scriptTypeFileSchemaList);
-            if(scriptTypeFileSchemaList)
+            if (scriptTypeFileSchemaList)
             {
-               const availableFileNames = scriptTypeFileSchemaList.map((fileSchemaRecord) => fileSchemaRecord.values.get("name"))
+               const availableFileNames = scriptTypeFileSchemaList.map((fileSchemaRecord) => fileSchemaRecord.values.get("name"));
                setAvailableFileNames(availableFileNames);
-               setSelectedFileName(availableFileNames[0])
+               setSelectedFileName(availableFileNames[0]);
             }
 
             const criteria = [new QFilterCriteria("scriptId", QCriteriaOperator.EQUALS, [scriptId])];
             const orderBys = [new QFilterOrderBy("sequenceNo", false)];
-            const filter = new QQueryFilter(criteria, orderBys, "AND", 0, 25);
+            const filter = new QQueryFilter(criteria, orderBys, null, "AND", 0, 25);
             const versions = await qController.query("scriptRevision", filter);
             console.log("Fetched versions:");
             console.log(versions);
             setVersionRecordList(versions);
 
-            if(versions && versions.length > 0)
+            if (versions && versions.length > 0)
             {
                selectVersion(versions[0]);
             }
@@ -169,7 +169,7 @@ export default function ScriptViewer({scriptId, associatedScriptTableName, assoc
          {
             if (e instanceof QException)
             {
-               if ((e as QException).status === "404")
+               if ((e as QException).status === 404)
                {
                   setNotFoundMessage("Script code could not be found.");
                   return;
@@ -253,31 +253,31 @@ export default function ScriptViewer({scriptId, associatedScriptTableName, assoc
    const handleSelectFile = (event: SelectChangeEvent) =>
    {
       setSelectedFileName(event.target.value);
-   }
+   };
 
    const getSelectedFileCode = (): string =>
    {
       return (getSelectedVersionCode()[selectedFileName] ?? "");
-   }
+   };
 
    const getSelectedFileType = (): string =>
    {
       for (let i = 0; i < scriptTypeFileSchemaList.length; i++)
       {
          let name = scriptTypeFileSchemaList[i].values.get("name");
-         if(name == selectedFileName)
+         if (name == selectedFileName)
          {
             return (scriptTypeFileSchemaList[i].values.get("fileType"));
          }
       }
 
       return ("javascript"); // have some default...
-   }
+   };
 
-   const getSelectedVersionCode = (): {[name: string]: string} =>
+   const getSelectedVersionCode = (): { [name: string]: string } =>
    {
-      let rs: {[name: string]: string} = {}
+      let rs: { [name: string]: string } = {};
-      let files = selectedVersionRecord?.associatedRecords?.get("files")
+      let files = selectedVersionRecord?.associatedRecords?.get("files");
 
       for (let j = 0; j < files?.length; j++)
       {
@@ -286,7 +286,7 @@ export default function ScriptViewer({scriptId, associatedScriptTableName, assoc
       }
 
       return (rs);
-   }
+   };
 
    function getVersionsList(versionRecordList: QRecord[], selectedVersionRecord: QRecord)
    {
@@ -344,11 +344,11 @@ export default function ScriptViewer({scriptId, associatedScriptTableName, assoc
 
    const getScriptLogs = (scriptRevisionId: number) =>
    {
-      if(!scriptLogs[scriptRevisionId])
+      if (!scriptLogs[scriptRevisionId])
       {
          (async () =>
          {
-            let filter = new QQueryFilter([new QFilterCriteria("scriptRevisionId", QCriteriaOperator.EQUALS, [scriptRevisionId])], [new QFilterOrderBy("id", false)], "AND", 0, 100);
+            let filter = new QQueryFilter([new QFilterCriteria("scriptRevisionId", QCriteriaOperator.EQUALS, [scriptRevisionId])], [new QFilterOrderBy("id", false)], null, "AND", 0, 100);
             scriptLogs[scriptRevisionId] = await qController.query("scriptLog", filter);
             setScriptLogs(scriptLogs);
             forceUpdate();
@@ -368,7 +368,7 @@ export default function ScriptViewer({scriptId, associatedScriptTableName, assoc
       }
 
       return (<ScriptLogsView logs={logs} />);
-   }
+   };
 
    let editButtonTooltip = "";
    let editButtonText = "Create New Version";
@@ -393,7 +393,7 @@ export default function ScriptViewer({scriptId, associatedScriptTableName, assoc
    }
 
    return (
-      <Grid container className="scriptViewer" m={-2} pt={4} width={"calc(100% + 2rem)"}>
+      <Grid container className="scriptViewer" my={-3} mx={-3} pt={4} width={"calc(100% + 3rem)"}>
          <Grid item xs={12}>
             <Box>
                {
@@ -530,7 +530,7 @@ export default function ScriptViewer({scriptId, associatedScriptTableName, assoc
                                  </TabPanel>
 
                                  <TabPanel index={2} value={selectedTab}>
-                                    <Box sx={{height: "455px"}} px={2} pb={1}>
+                                    <Box sx={{height: "455px"}} px={2} pt={1}>
                                        <ScriptTestForm scriptId={scriptId}
                                           scriptType={scriptTypeRecord}
                                           tableName={associatedScriptTableName}
@@ -543,7 +543,7 @@ export default function ScriptViewer({scriptId, associatedScriptTableName, assoc
                                  </TabPanel>
 
                                  <TabPanel index={3} value={selectedTab}>
-                                    <Box sx={{height: "455px"}} px={2} pb={1}>
+                                    <Box sx={{height: "455px"}} px={2} pt={1}>
                                        <ScriptDocsForm helpText={scriptTypeRecord?.values.get("helpText")} exampleCode={scriptTypeRecord?.values.get("sampleCode")} />
                                     </Box>
                                  </TabPanel>
@@ -556,7 +556,7 @@ export default function ScriptViewer({scriptId, associatedScriptTableName, assoc
                            <Modal open={editorProps !== null} onClose={(event, reason) => closeEditingScript(event, reason)}>
                               <ScriptEditor
                                  closeCallback={closeEditingScript}
-                                 {... editorProps}
+                                 {...editorProps}
                               />
                            </Modal>
                         }

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

@@ -19,19 +19,14 @@
  */
 
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
-import {tooltipClasses, TooltipProps} from "@mui/material";
+import {Box, tooltipClasses, TooltipProps} from "@mui/material";
 import Autocomplete from "@mui/material/Autocomplete";
-import Box from "@mui/material/Box";
 import Icon from "@mui/material/Icon";
 import {styled} from "@mui/material/styles";
 import Table from "@mui/material/Table";
-import TableBody from "@mui/material/TableBody";
 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 +38,8 @@ 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
 {
@@ -106,17 +103,17 @@ function DataTable({
    entries = entriesPerPageOptions ? entriesPerPageOptions : ["10", "25", "50", "100"];
 
    let widths = [];
-   for(let i = 0; i<table.columns.length; i++)
+   for (let i = 0; i < table.columns.length; i++)
    {
       const column = table.columns[i];
-      if(column.type !== "hidden")
+      if (column.type !== "hidden")
       {
          widths.push(table.columns[i].width ?? "1fr");
       }
    }
 
    let showExpandColumn = false;
-   if(table.rows)
+   if (table.rows)
    {
       for (let i = 0; i < table.rows.length; i++)
       {
@@ -129,7 +126,7 @@ function DataTable({
    }
 
    const columnsToMemo = [...table.columns];
-   if(showExpandColumn)
+   if (showExpandColumn)
    {
       widths.push("60px");
       columnsToMemo.push(
@@ -166,18 +163,18 @@ function DataTable({
                      })}
                   >
                      {/* float this icon to keep it "out of the flow" - in other words, to keep it from making the row taller than it otherwise would be... */}
-                     <Icon fontSize="medium" sx={{float: "left"}}>{row.isExpanded ? "expand_less" : "chevron_right"}</Icon>
+                     <Icon fontSize="medium" sx={{float: "left"}}>{row.isExpanded ? "expand_less" : "chevron_left"}</Icon>
                   </span>
                ) : null,
          },
       );
    }
 
-   if(table.columnHeaderTooltips)
+   if (table.columnHeaderTooltips)
    {
       for (let column of columnsToMemo)
       {
-         if(table.columnHeaderTooltips[column.accessor])
+         if (table.columnHeaderTooltips[column.accessor])
          {
             column.tooltip = table.columnHeaderTooltips[column.accessor];
          }
@@ -297,7 +294,7 @@ function DataTable({
    }
 
    let visibleFooterRows = 1;
-   if(expanded && expanded[`${table.rows.length-1}`])
+   if (expanded && expanded[`${table.rows.length - 1}`])
    {
       //////////////////////////////////////////////////
       // todo - should count how many are expanded... //
@@ -308,156 +305,152 @@ function DataTable({
    function getTable(includeHead: boolean, rows: any, isFooter: boolean)
    {
       let boxStyle = {};
-      if(fixedStickyLastRow)
+      if (fixedStickyLastRow)
       {
          boxStyle = isFooter
             ? {borderTop: `0.0625rem solid ${colors.grayLines.main};`, backgroundColor: "#EEEEEE"}
-            : {flexGrow: 1, overflowY: "scroll", scrollbarGutter: "stable", marginBottom: "-1px"};
+            : {height: fixedHeight ? `${fixedHeight}px` : "auto", flexGrow: 1, overflowY: "scroll", scrollbarGutter: "stable", marginBottom: "-1px"};
       }
 
       let innerBoxStyle = {};
-      if(fixedStickyLastRow && isFooter)
+      if (fixedStickyLastRow && isFooter)
       {
          innerBoxStyle = {overflowY: "auto", scrollbarGutter: "stable"};
       }
 
+      ///////////////////////////////////////////////////////////////////////////////////
+      // note - at one point, we had the table's sx including: whiteSpace: "nowrap"... //
+      ///////////////////////////////////////////////////////////////////////////////////
       return <Box sx={boxStyle}><Box sx={innerBoxStyle}>
-         <Table {...getTableProps()}>
+         <Table {...getTableProps()} component="div" sx={{display: "grid", gridTemplateRows: "auto", gridTemplateColumns: gridTemplateColumns}}>
             {
                includeHead && (
-                  <Box component="thead" sx={{position: "sticky", top: 0, background: "white", zIndex: 10}}>
+                  headerGroups.map((headerGroup: any, i: number) => (
-                     {headerGroups.map((headerGroup: any, i: number) => (
+                     headerGroup.headers.map((column: any) => (
-                        <TableRow key={i} {...headerGroup.getHeaderGroupProps()} sx={{display: "grid", gridTemplateColumns: gridTemplateColumns}}>
+                        column.type !== "hidden" && (
-                           {headerGroup.headers.map((column: any) => (
+                           <DataTableHeadCell
-                              column.type !== "hidden" && (
+                              sx={{position: "sticky", top: 0, background: "white", zIndex: 10, alignItems: "flex-end"}}
-                                 <DataTableHeadCell
+                              key={i++}
-                                    key={i++}
+                              {...column.getHeaderProps(isSorted && column.getSortByToggleProps())}
-                                    {...column.getHeaderProps(isSorted && column.getSortByToggleProps())}
+                              align={column.align ? column.align : "left"}
-                                    align={column.align ? column.align : "left"}
+                              sorted={setSortedValue(column)}
-                                    sorted={setSortedValue(column)}
+                              tooltip={column.tooltip}
-                                    tooltip={column.tooltip}
+                           >
-                                 >
+                              {column.render("header")}
-                                    {column.render("header")}
+                           </DataTableHeadCell>
-                                 </DataTableHeadCell>
+                        )
-                              )
+                     ))
-                           ))}
+                  ))
-                        </TableRow>
-                     ))}
-                  </Box>
                )
             }
-            <TableBody {...getTableBodyProps()}>
+            {rows.map((row: any, key: any) =>
-               {rows.map((row: any, key: any) =>
+            {
+               prepareRow(row);
+
+               let overrideNoEndBorder = false;
+
+               //////////////////////////////////////////////////////////////////////////////////
+               // don't do an end-border on nested rows - unless they're the last one in a set //
+               //////////////////////////////////////////////////////////////////////////////////
+               if (row.depth > 0)
                {
-                  prepareRow(row);
+                  overrideNoEndBorder = true;
-
+                  if (key + 1 < rows.length && rows[key + 1].depth == 0)
-                  let overrideNoEndBorder = false;
-
-                  //////////////////////////////////////////////////////////////////////////////////
-                  // don't do an end-border on nested rows - unless they're the last one in a set //
-                  //////////////////////////////////////////////////////////////////////////////////
-                  if(row.depth > 0)
                   {
-                     overrideNoEndBorder = true;
+                     overrideNoEndBorder = false;
-                     if(key + 1 < rows.length && rows[key + 1].depth == 0)
-                     {
-                        overrideNoEndBorder = false;
-                     }
                   }
+               }
 
-                  ///////////////////////////////////////
+               ///////////////////////////////////////
-                  // don't do end-border on the footer //
+               // don't do end-border on the footer //
-                  ///////////////////////////////////////
+               ///////////////////////////////////////
-                  if(isFooter)
+               if (isFooter)
-                  {
+               {
-                     overrideNoEndBorder = true;
+                  overrideNoEndBorder = true;
-                  }
+               }
 
-                  let background = "initial";
+               let background = "initial";
-                  if(isFooter)
+               if (isFooter)
-                  {
+               {
-                     background = "#EEEEEE";
+                  background = "#EEEEEE";
-                  }
+               }
-                  else if(row.depth > 0 || row.isExpanded)
+               else if (row.depth > 0 || row.isExpanded)
-                  {
+               {
-                     background = "#FAFAFA";
+                  background = "#FAFAFA";
-                  }
+               }
 
-                  return (
+               return (
-                     <TableRow sx={{verticalAlign: "top", display: "grid", gridTemplateColumns: gridTemplateColumns, background: background}} key={key} {...row.getRowProps()}>
+                  row.cells.map((cell: any) => (
-                        {row.cells.map((cell: any) => (
+                     cell.column.type !== "hidden" && (
-                           cell.column.type !== "hidden" && (
+                        <DataTableBodyCell
-                              <DataTableBodyCell
+                           key={key}
-                                 key={key}
+                           sx={{verticalAlign: "top", background: background}}
-                                 noBorder={noEndBorder || overrideNoEndBorder || row.isExpanded}
+                           noBorder={noEndBorder || overrideNoEndBorder || row.isExpanded}
-                                 depth={row.depth}
+                           depth={row.depth}
-                                 align={cell.column.align ? cell.column.align : "left"}
+                           align={cell.column.align ? cell.column.align : "left"}
-                                 {...cell.getCellProps()}
+                           {...cell.getCellProps()}
-                              >
+                        >
-                                 {
+                           {
-                                    cell.column.type === "default" && (
+                              cell.column.type === "default" && (
-                                       cell.value && "number" === typeof cell.value ? (
+                                 cell.value && "number" === typeof cell.value ? (
-                                          <DefaultCell isFooter={isFooter}>{cell.value.toLocaleString()}</DefaultCell>
+                                    <DefaultCell isFooter={isFooter}>{cell.value.toLocaleString()}</DefaultCell>
-                                       ) : (<DefaultCell isFooter={isFooter}>{cell.render("Cell")}</DefaultCell>)
+                                 ) : (<DefaultCell isFooter={isFooter}>{cell.render("Cell")}</DefaultCell>)
-                                    )
+                              )
-                                 }
+                           }
-                                 {
+                           {
-                                    cell.column.type === "htmlAndTooltip" && (
+                              cell.column.type === "htmlAndTooltip" && (
-                                       <DefaultCell isFooter={isFooter}>
+                                 <DefaultCell isFooter={isFooter}>
-                                          <NoMaxWidthTooltip title={parse(row.values["tooltip"])}>
+                                    <NoMaxWidthTooltip title={parse(row.values["tooltip"])}>
-                                             <Box>
+                                       <Box>
-                                                {parse(cell.value)}
+                                          {parse(cell.value)}
-                                             </Box>
+                                       </Box>
-                                          </NoMaxWidthTooltip>
+                                    </NoMaxWidthTooltip>
-                                       </DefaultCell>
+                                 </DefaultCell>
-                                    )
+                              )
-                                 }
+                           }
-                                 {
+                           {
-                                    cell.column.type === "html" && (
+                              cell.column.type === "html" && (
-                                       <DefaultCell isFooter={isFooter}>{parse(cell.value ?? "")}</DefaultCell>
+                                 <DefaultCell isFooter={isFooter}>{parse(cell.value ?? "")}</DefaultCell>
-                                    )
+                              )
-                                 }
+                           }
-                                 {
+                           {
-                                    cell.column.type === "composite" && (
+                              cell.column.type === "composite" && (
-                                       <DefaultCell isFooter={isFooter}>
+                                 <DefaultCell isFooter={isFooter}>
-                                          <CompositeWidget widgetMetaData={widgetMetaData} data={cell.value} />
+                                    <CompositeWidget widgetMetaData={widgetMetaData} data={cell.value} />
-                                       </DefaultCell>
+                                 </DefaultCell>
-                                    )
+                              )
-                                 }
+                           }
-                                 {
+                           {
-                                    cell.column.type === "block" && (
+                              cell.column.type === "block" && (
-                                       <DefaultCell isFooter={isFooter}>
+                                 <DefaultCell isFooter={isFooter}>
-                                          <WidgetBlock widgetMetaData={widgetMetaData} block={cell.value} />
+                                    <WidgetBlock widgetMetaData={widgetMetaData} block={cell.value} />
-                                       </DefaultCell>
+                                 </DefaultCell>
-                                    )
+                              )
-                                 }
+                           }
-                                 {
+                           {
-                                    cell.column.type === "image" && row.values["imageTotal"] && (
+                              cell.column.type === "image" && row.values["imageTotal"] && (
-                                       <ImageCell imageUrl={row.values["imageUrl"]} label={row.values["imageLabel"]} total={row.values["imageTotal"].toLocaleString()} totalType={row.values["imageTotalType"]} />
+                                 <ImageCell imageUrl={row.values["imageUrl"]} label={row.values["imageLabel"]} total={row.values["imageTotal"].toLocaleString()} totalType={row.values["imageTotalType"]} />
-                                    )
+                              )
-                                 }
+                           }
-                                 {
+                           {
-                                    cell.column.type === "image" && !row.values["imageTotal"] && (
+                              cell.column.type === "image" && !row.values["imageTotal"] && (
-                                       <ImageCell imageUrl={row.values["imageUrl"]} label={row.values["imageLabel"]} />
+                                 <ImageCell imageUrl={row.values["imageUrl"]} label={row.values["imageLabel"]} />
-                                    )
+                              )
-                                 }
+                           }
-                                 {
+                           {
-                                    (cell.column.id === "__expander") && cell.render("cell")
+                              (cell.column.id === "__expander") && cell.render("cell")
-                                 }
+                           }
-                              </DataTableBodyCell>
+                        </DataTableBodyCell>
-                           )
+                     )
-                        ))}
+                  ))
-                     </TableRow>
+               );
-                  );
+            })}
-               })}
-
-            </TableBody>
          </Table>
-      </Box></Box>
+      </Box></Box>;
    }
 
    return (
-      <TableContainer sx={{boxShadow: "none", height: fixedHeight ? `${fixedHeight}px` : "auto"}}>
+      <TableContainer sx={{boxShadow: "none", height: (fixedHeight && !fixedStickyLastRow) ? `${fixedHeight}px` : "auto"}}>
          {entriesPerPage && ((hidePaginationDropdown !== undefined && !hidePaginationDropdown) || canSearch) ? (
             <Box display="flex" justifyContent="space-between" alignItems="center" p={3}>
                {entriesPerPage && (hidePaginationDropdown === undefined || !hidePaginationDropdown) && (

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

@@ -0,0 +1,96 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2022.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
+import Modal from "@mui/material/Modal";
+import EntityForm from "qqq/components/forms/EntityForm";
+import Client from "qqq/utils/qqq/Client";
+import React, {useEffect, useReducer, useState} from "react";
+
+
+////////////////////////////////
+// structure of expected data //
+////////////////////////////////
+export interface ModalEditFormData
+{
+   tableName: string;
+   defaultValues?: { [key: string]: string };
+   disabledFields?: { [key: string]: boolean } | string[];
+   overrideHeading?: string;
+   onSubmitCallback?: (values: any, tableName: String) => void;
+   initialShowModalValue?: boolean;
+}
+
+const qController = Client.getInstance();
+
+function ModalEditForm({tableName, defaultValues, disabledFields, overrideHeading, onSubmitCallback, initialShowModalValue}: ModalEditFormData,): JSX.Element
+{
+   const [showModal, setShowModal] = useState(initialShowModalValue);
+   const [table, setTable] = useState(null as QTableMetaData);
+   const [, forceUpdate] = useReducer((x) => x + 1, 0);
+
+   useEffect(() =>
+   {
+      if (!tableName)
+      {
+         return;
+      }
+
+      (async () =>
+      {
+         const tableMetaData = await qController.loadTableMetaData(tableName);
+         setTable(tableMetaData);
+         forceUpdate();
+      })();
+   }, [tableName]);
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   const closeEditChildForm = (event: object, reason: string) =>
+   {
+      if (reason === "backdropClick" || reason === "escapeKeyDown")
+      {
+         return;
+      }
+
+      setShowModal(null);
+   };
+
+   return (
+      table && showModal &&
+      <Modal open={showModal as boolean} onClose={(event, reason) => closeEditChildForm(event, reason)}>
+         <div className="modalEditForm">
+            <EntityForm
+               isModal={true}
+               closeModalHandler={closeEditChildForm}
+               table={table}
+               defaultValues={defaultValues}
+               disabledFields={disabledFields}
+               onSubmitCallback={onSubmitCallback}
+               overrideHeading={overrideHeading}
+            />
+         </div>
+      </Modal>
+   );
+}
+
+export default ModalEditForm;

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);
@@ -92,41 +93,25 @@ function TableCard({noRowsFoundHTML, data, rowsPerPage, hidePaginationDropdown,
                />
                : noRowsFoundHTML ?
                   <Box p={3} pt={0} pb={3} sx={{textAlign: "center"}}>
-                     <MDTypography
+                     <MDTypography variant="subtitle2" color="secondary" fontWeight="regular">
-                        variant="subtitle2"
+                        {noRowsFoundHTML ? (parse(noRowsFoundHTML)) : "No rows found"}
-                        color="secondary"
-                        fontWeight="regular"
-                     >
-                        {
-                           noRowsFoundHTML ? (
-                              parse(noRowsFoundHTML)
-                           ) : "No rows found"
-                        }
                      </MDTypography>
                   </Box>
                   :
                   <TableContainer sx={{boxShadow: "none"}}>
-                     <Table>
+                     <Table component="div" sx={{display: "grid", gridTemplateRows: "auto", gridTemplateColumns: "1fr 1fr 1fr 1fr 1fr 1fr 1fr 1fr"}}>
-                        <Box component="thead">
+                        {Array(8).fill(0).map((_, i) =>
-                           <TableRow key="header">
+                           <DataTableHeadCell key={`head-${i}`} sorted={false} width="auto" align="center">
-                              {Array(8).fill(0).map((_, i) =>
+                              <Skeleton width="100%" />
-                                 <DataTableHeadCell key={`head-${i}`} sorted={false} width="auto" align="center">
+                           </DataTableHeadCell>
-                                    <Skeleton width="100%" />
+                        )}
-                                 </DataTableHeadCell>
+                        {Array(5).fill(0).map((_, i) =>
-                              )}
+                           Array(8).fill(0).map((_, j) =>
-                           </TableRow>
+                              <DataTableBodyCell key={`cell-${i}-${j}`} align="center">
-                        </Box>
+                                 <DefaultCell isFooter={false}><Skeleton /></DefaultCell>
-                        <TableBody>
+                              </DataTableBodyCell>
-                           {Array(5).fill(0).map((_, i) =>
+                           )
-                              <TableRow sx={{verticalAlign: "top"}} key={`row-${i}`}>
+                        )}
-                                 {Array(8).fill(0).map((_, j) =>
-                                    <DataTableBodyCell key={`cell-${i}-${j}`} align="center">
-                                       <DefaultCell isFooter={false}><Skeleton /></DefaultCell>
-                                    </DataTableBodyCell>
-                                 )}
-                              </TableRow>
-                           )}
-                        </TableBody>
                      </Table>
                   </TableContainer>
          }

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
 {
@@ -86,7 +85,7 @@ function TableWidget(props: Props): JSX.Element
 
                const cell = rows[i][columns[j].accessor];
                let text = cell;
-               if(columns[j].type != "default")
+               if (columns[j].type != "default")
                {
                   text = htmlToText(cell,
                      {
@@ -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}`);
       }
@@ -114,24 +113,28 @@ function TableWidget(props: Props): JSX.Element
 
    const onExportClick = () =>
    {
-      if(props.widgetData?.csvData)
+      if (props.widgetData?.csvData)
       {
          const csv = WidgetUtils.widgetCsvDataToString(props.widgetData);
          const fileName = WidgetUtils.makeExportFileName(props.widgetData, props.widgetMetaData);
          HtmlUtils.download(fileName, csv);
       }
-      else if(csv)
+      else if (csv)
       {
          HtmlUtils.download(fileName, csv);
       }
       else
       {
-         alert("There is no data available to export.")
+         alert("There is no data available to export.");
       }
-   }
+   };
 
    const labelAdditionalElementsLeft: JSX.Element[] = [];
-   if(props.widgetMetaData?.showExportButton)
+   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));
    }
@@ -139,14 +142,14 @@ 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);
 
-      if(showHelp)
+      if (showHelp)
       {
          const formattedHelpContent = <HelpContent helpContents={props.widgetMetaData?.helpContent?.get(slotName)} roles={helpRoles} helpContentKey={`widget:${props.widgetMetaData?.name};slot:${slotName}`} />;
          columnHeaderTooltips[column.accessor] = formattedHelpContent;

src/qqq/components/widgets/tables/cells/DataTableBodyCell.tsx

@@ -19,10 +19,10 @@
  * along with this program.  If not, see <https://www.gnu.org/licenses/>.
  */
 
-import Box from "@mui/material/Box";
+import {Box} from "@mui/material";
 import {Theme} from "@mui/material/styles";
-import {ReactNode} from "react";
 import colors from "qqq/assets/theme/base/colors";
+import {ReactNode} from "react";
 
 // Declaring prop types for DataTableBodyCell
 interface Props
@@ -30,13 +30,14 @@ interface Props
    children: ReactNode;
    noBorder?: boolean;
    align?: "left" | "right" | "center";
+   sx?: any;
 }
 
-function DataTableBodyCell({noBorder, align, children}: Props): JSX.Element
+function DataTableBodyCell({noBorder, align, sx, children}: Props): JSX.Element
 {
    return (
       <Box
-         component="td"
+         component="div"
          textAlign={align}
          py={1.5}
          px={1.5}
@@ -49,12 +50,12 @@ function DataTableBodyCell({noBorder, align, children}: Props): JSX.Element
             "@media (max-width: 1440px)": {
                fontSize: "0.875rem"
             },
-            "&:nth-child(1)": {
+            "&:nth-of-type(1)": {
                paddingLeft: "1rem"
             },
             "&:last-child": {
                paddingRight: "1rem"
-            }
+            }, ...sx
          })}
       >
          <Box
@@ -72,6 +73,7 @@ function DataTableBodyCell({noBorder, align, children}: Props): JSX.Element
 DataTableBodyCell.defaultProps = {
    noBorder: false,
    align: "left",
+   sx: {}
 };
 
 export default DataTableBodyCell;

src/qqq/components/widgets/tables/cells/DataTableHeadCell.tsx

@@ -23,9 +23,9 @@ import Box from "@mui/material/Box";
 import Icon from "@mui/material/Icon";
 import {Theme} from "@mui/material/styles";
 import Tooltip from "@mui/material/Tooltip";
-import {ReactNode} from "react";
 import colors from "qqq/assets/theme/base/colors";
 import {useMaterialUIController} from "qqq/context";
+import {ReactNode} from "react";
 
 // Declaring props types for DataTableHeadCell
 interface Props
@@ -44,18 +44,14 @@ function DataTableHeadCell({width, children, sorted, align, tooltip, ...rest}: P
 
    return (
       <Box
-         component="th"
+         component="div"
          width={width}
          py={1.5}
          px={1.5}
          sx={({palette: {light}, borders: {borderWidth}}: Theme) => ({
             borderBottom: `${borderWidth[1]} solid ${colors.grayLines.main}`,
-            "&:nth-child(1)": {
+            position: "sticky", top: 0, background: "white",
-               paddingLeft: "1rem"
+            zIndex: 1 // so if body rows scroll behind it, they don't show through
-            },
-            "&:last-child": {
-               paddingRight: "1rem"
-            },
          })}
       >
          <Box

src/qqq/models/fields/FieldPossibleValueProps.ts

@@ -0,0 +1,38 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import {QPossibleValue} from "@kingsrook/qqq-frontend-core/lib/model/QPossibleValue";
+
+/*******************************************************************************
+ ** Properties attached to a (formik?) form field, to denote how it behaves as
+ ** as related to a possible value source.
+ *******************************************************************************/
+export interface FieldPossibleValueProps
+{
+   isPossibleValue?: boolean;
+   possibleValues?: QPossibleValue[];
+   initialDisplayValue: string | null;
+   fieldName?: string;
+   tableName?: string;
+   processName?: string;
+   possibleValueSourceName?: string;
+}
+

src/qqq/models/fields/FieldRules.ts

@@ -0,0 +1,52 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+
+/*******************************************************************************
+ **
+ *******************************************************************************/
+export interface FieldRule
+{
+   trigger: FieldRuleTrigger;
+   sourceField: string;
+   action: FieldRuleAction;
+   targetField: string;
+   targetWidget: string;
+}
+
+
+/*******************************************************************************
+ **
+ *******************************************************************************/
+export enum FieldRuleTrigger
+{
+   ON_CHANGE = "ON_CHANGE"
+}
+
+
+/*******************************************************************************
+ **
+ *******************************************************************************/
+export enum FieldRuleAction
+{
+   CLEAR_TARGET_FIELD = "CLEAR_TARGET_FIELD",
+   RELOAD_WIDGET = "RELOAD_WIDGET"
+}

src/qqq/models/misc/PivotTableDefinitionModels.ts

@@ -0,0 +1,159 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import {QFieldType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldType";
+
+
+/*******************************************************************************
+ ** put a unique key value in all the pivot table group-by and value objects,
+ ** to help react rendering be sane.
+ *******************************************************************************/
+export class PivotObjectKey
+{
+   private static value = new Date().getTime();
+
+   static next(): number
+   {
+      return PivotObjectKey.value++;
+   }
+}
+
+
+/*******************************************************************************
+ ** Full definition of pivot table
+ *******************************************************************************/
+export class PivotTableDefinition
+{
+   rows: PivotTableGroupBy[];
+   columns: PivotTableGroupBy[];
+   values: PivotTableValue[];
+}
+
+
+/*******************************************************************************
+ ** A field that the pivot table is grouped by, either as a row or column
+ *******************************************************************************/
+export class PivotTableGroupBy
+{
+   fieldName: string;
+   key: number;
+
+   constructor()
+   {
+      this.key = PivotObjectKey.next();
+   }
+}
+
+
+/*******************************************************************************
+ ** A field & function that serves as the computed values in the pivot table
+ *******************************************************************************/
+export class PivotTableValue
+{
+   fieldName: string;
+   function: PivotTableFunction;
+
+   key: number;
+
+   constructor()
+   {
+      this.key = PivotObjectKey.next();
+   }
+}
+
+
+/*******************************************************************************
+ ** Functions that can be applied to pivot table values
+ *******************************************************************************/
+export enum PivotTableFunction
+{
+   SUM = "SUM",
+   COUNT = "COUNT",
+   AVERAGE = "AVERAGE",
+   MAX = "MAX",
+   MIN = "MIN",
+   PRODUCT = "PRODUCT",
+
+   ///////////////////////////////////////////////////////////////////////////////
+   // i don't think we have a useful version of count-nums --unless we allowed  //
+   // it on string fields, and counted if they looked like numbers? is that     //
+   // what we should do? ... leave here as zombie in case that request comes in //
+   ///////////////////////////////////////////////////////////////////////////////
+   // COUNT_NUMS = "COUNT_NUMS",
+
+   STD_DEV = "STD_DEV",
+   STD_DEVP = "STD_DEVP",
+   VAR = "VAR",
+   VARP = "VARP",
+}
+
+const allFunctions = [
+   PivotTableFunction.SUM,
+   PivotTableFunction.COUNT,
+   PivotTableFunction.AVERAGE,
+   PivotTableFunction.MAX,
+   PivotTableFunction.MIN,
+   PivotTableFunction.PRODUCT,
+   // PivotTableFunction.COUNT_NUMS,
+   PivotTableFunction.STD_DEV,
+   PivotTableFunction.STD_DEVP,
+   PivotTableFunction.VAR,
+   PivotTableFunction.VARP
+];
+
+const onlyCount = [PivotTableFunction.COUNT];
+
+const functionsForDates = [PivotTableFunction.COUNT, PivotTableFunction.AVERAGE, PivotTableFunction.MAX, PivotTableFunction.MIN];
+
+export const functionsPerFieldType: { [type: string]: PivotTableFunction[] } = {};
+functionsPerFieldType[QFieldType.STRING] = onlyCount;
+functionsPerFieldType[QFieldType.BOOLEAN] = onlyCount;
+functionsPerFieldType[QFieldType.BLOB] = onlyCount;
+functionsPerFieldType[QFieldType.HTML] = onlyCount;
+functionsPerFieldType[QFieldType.PASSWORD] = onlyCount;
+functionsPerFieldType[QFieldType.TEXT] = onlyCount;
+functionsPerFieldType[QFieldType.TIME] = onlyCount;
+
+functionsPerFieldType[QFieldType.INTEGER] = allFunctions;
+functionsPerFieldType[QFieldType.DECIMAL] = allFunctions;
+// functionsPerFieldType[QFieldType.LONG] = allFunctions;
+
+functionsPerFieldType[QFieldType.DATE] = functionsForDates;
+functionsPerFieldType[QFieldType.DATE_TIME] = functionsForDates;
+
+
+//////////////////////////////////////
+// labels for pivot table functions //
+//////////////////////////////////////
+export const pivotTableFunctionLabels =
+   {
+      "SUM": "Sum",
+      "COUNT": "Count",
+      "AVERAGE": "Average",
+      "MAX": "Max",
+      "MIN": "Min",
+      "PRODUCT": "Product",
+      // "COUNT_NUMS": "Count Numbers",
+      "STD_DEV": "StdDev",
+      "STD_DEVP": "StdDevp",
+      "VAR": "Var",
+      "VARP": "Varp"
+   };

src/qqq/models/processes/BulkLoadModels.ts

@@ -0,0 +1,852 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+
+import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
+import {QFieldType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldType";
+import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
+
+export type ValueType = "defaultValue" | "column";
+
+/***************************************************************************
+ ** model of a single field that's part of a bulk-load profile/mapping
+ ***************************************************************************/
+export class BulkLoadField
+{
+   field: QFieldMetaData;
+   tableStructure: BulkLoadTableStructure;
+
+   valueType: ValueType;
+   columnIndex?: number;
+   headerName?: string = null;
+   defaultValue?: any = null;
+   doValueMapping: boolean = false;
+
+   wideLayoutIndexPath: number[] = [];
+
+   error: string = null;
+   warning: string = null;
+
+   key: string;
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   constructor(field: QFieldMetaData, tableStructure: BulkLoadTableStructure, valueType: ValueType = "column", columnIndex?: number, headerName?: string, defaultValue?: any, doValueMapping?: boolean, wideLayoutIndexPath: number[] = [], error: string = null, warning: string = null)
+   {
+      this.field = field;
+      this.tableStructure = tableStructure;
+      this.valueType = valueType;
+      this.columnIndex = columnIndex;
+      this.headerName = headerName;
+      this.defaultValue = defaultValue;
+      this.doValueMapping = doValueMapping;
+      this.wideLayoutIndexPath = wideLayoutIndexPath;
+      this.error = error;
+      this.warning = warning;
+      this.key = new Date().getTime().toString();
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   public static clone(source: BulkLoadField): BulkLoadField
+   {
+      return (new BulkLoadField(source.field, source.tableStructure, source.valueType, source.columnIndex, source.headerName, source.defaultValue, source.doValueMapping, source.wideLayoutIndexPath, source.error, source.warning));
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   public getQualifiedName(): string
+   {
+      if (this.tableStructure.isMain)
+      {
+         return this.field.name;
+      }
+
+      return this.tableStructure.associationPath + "." + this.field.name;
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   public getQualifiedNameWithWideSuffix(): string
+   {
+      let wideLayoutSuffix = "";
+      if (this.wideLayoutIndexPath.length > 0)
+      {
+         wideLayoutSuffix = "." + this.wideLayoutIndexPath.map(i => i + 1).join(".");
+      }
+
+      if (this.tableStructure.isMain)
+      {
+         return this.field.name + wideLayoutSuffix;
+      }
+
+      return this.tableStructure.associationPath + "." + this.field.name + wideLayoutSuffix;
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   public getKey(): string
+   {
+      let wideLayoutSuffix = "";
+      if (this.wideLayoutIndexPath.length > 0)
+      {
+         wideLayoutSuffix = "." + this.wideLayoutIndexPath.map(i => i + 1).join(".");
+      }
+
+      if (this.tableStructure.isMain)
+      {
+         return this.field.name + wideLayoutSuffix + this.key;
+      }
+
+      return this.tableStructure.associationPath + "." + this.field.name + wideLayoutSuffix + this.key;
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   public getQualifiedLabel(): string
+   {
+      let wideLayoutSuffix = "";
+      if (this.wideLayoutIndexPath.length > 0)
+      {
+         wideLayoutSuffix = " (" + this.wideLayoutIndexPath.map(i => i + 1).join(", ") + ")";
+      }
+
+      if (this.tableStructure.isMain)
+      {
+         return this.field.label + wideLayoutSuffix;
+      }
+
+      return this.tableStructure.label + ": " + this.field.label + wideLayoutSuffix;
+   }
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   public isMany(): boolean
+   {
+      return this.tableStructure && this.tableStructure.isMany;
+   }
+}
+
+
+/***************************************************************************
+ ** this is a type defined in qqq backend - a representation of a bulk-load
+ ** table - e.g., how it fits into qqq - and of note - how child / association
+ ** tables are nested too.
+ ***************************************************************************/
+export interface BulkLoadTableStructure
+{
+   isMain: boolean;
+   isMany: boolean;
+   tableName: string;
+   label: string;
+   associationPath: string;
+   fields: QFieldMetaData[];
+   associations: BulkLoadTableStructure[];
+}
+
+
+/*******************************************************************************
+ ** this is the internal data structure that the UI works with - but notably,
+ ** is not how we send it to the backend or how backend saves profiles -- see
+ ** BulkLoadProfile for that.
+ *******************************************************************************/
+export class BulkLoadMapping
+{
+   fields: { [qualifiedName: string]: BulkLoadField } = {};
+   fieldsByTablePrefix: { [prefix: string]: { [qualifiedFieldName: string]: BulkLoadField } } = {};
+   tablesByPath: { [path: string]: BulkLoadTableStructure } = {};
+
+   requiredFields: BulkLoadField[] = [];
+   additionalFields: BulkLoadField[] = [];
+   unusedFields: BulkLoadField[] = [];
+
+   valueMappings: { [fieldName: string]: { [fileValue: string]: any } } = {};
+
+   hasHeaderRow: boolean;
+   layout: string;
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   constructor(tableStructure: BulkLoadTableStructure)
+   {
+      if (tableStructure)
+      {
+         this.processTableStructure(tableStructure);
+
+         if (!tableStructure.associations)
+         {
+            this.layout = "FLAT";
+         }
+      }
+
+      this.hasHeaderRow = true;
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   private processTableStructure(tableStructure: BulkLoadTableStructure)
+   {
+      const prefix = tableStructure.isMain ? "" : tableStructure.associationPath;
+      this.fieldsByTablePrefix[prefix] = {};
+      this.tablesByPath[prefix] = tableStructure;
+
+      for (let field of tableStructure.fields)
+      {
+         // todo delete this - backend should only give it to us if editable: if (field.isEditable)
+         {
+            const bulkLoadField = new BulkLoadField(field, tableStructure);
+            const qualifiedName = bulkLoadField.getQualifiedName();
+            this.fields[qualifiedName] = bulkLoadField;
+            this.fieldsByTablePrefix[prefix][qualifiedName] = bulkLoadField;
+
+            if (tableStructure.isMain && field.isRequired)
+            {
+               this.requiredFields.push(bulkLoadField);
+            }
+            else
+            {
+               this.unusedFields.push(bulkLoadField);
+            }
+         }
+      }
+
+      for (let associatedTableStructure of tableStructure.associations ?? [])
+      {
+         this.processTableStructure(associatedTableStructure);
+      }
+   }
+
+
+   /***************************************************************************
+    ** take a saved bulk load profile - and convert it into a working bulkLoadMapping
+    ** for the frontend to use!
+    ***************************************************************************/
+   public static fromSavedProfileRecord(tableStructure: BulkLoadTableStructure, profileRecord: QRecord): BulkLoadMapping
+   {
+      const bulkLoadProfile = JSON.parse(profileRecord.values.get("mappingJson")) as BulkLoadProfile;
+      return BulkLoadMapping.fromBulkLoadProfile(tableStructure, bulkLoadProfile);
+   }
+
+
+   /***************************************************************************
+    ** take a saved bulk load profile - and convert it into a working bulkLoadMapping
+    ** for the frontend to use!
+    ***************************************************************************/
+   public static fromBulkLoadProfile(tableStructure: BulkLoadTableStructure, bulkLoadProfile: BulkLoadProfile): BulkLoadMapping
+   {
+      const bulkLoadMapping = new BulkLoadMapping(tableStructure);
+
+      if (bulkLoadProfile.version == "v1")
+      {
+         bulkLoadMapping.hasHeaderRow = bulkLoadProfile.hasHeaderRow;
+         bulkLoadMapping.layout = bulkLoadProfile.layout;
+
+         ////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+         // function to get a bulkLoadMapping field by its (full) name - whether that's in the required fields list,   //
+         // or it's an additional field, in which case, we'll go through the addField method to move what list it's in //
+         ////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+         function getBulkLoadFieldMovingFromUnusedToActiveIfNeeded(bulkLoadMapping: BulkLoadMapping, name: string): BulkLoadField
+         {
+            let wideIndex: number = null;
+            if (name.match(/,\d+$/))
+            {
+               wideIndex = Number(name.match(/\d+$/));
+               name = name.replace(/,\d+$/, "");
+            }
+
+            for (let field of bulkLoadMapping.requiredFields)
+            {
+               if (field.getQualifiedName() == name)
+               {
+                  return (field);
+               }
+            }
+
+            for (let field of bulkLoadMapping.unusedFields)
+            {
+               if (field.getQualifiedName() == name)
+               {
+                  const addedField = bulkLoadMapping.addField(field, wideIndex);
+                  return (addedField);
+               }
+            }
+         }
+
+         //////////////////////////////////////////////////////////////////
+         // loop over fields in the profile - adding them to the mapping //
+         //////////////////////////////////////////////////////////////////
+         for (let bulkLoadProfileField of ((bulkLoadProfile.fieldList ?? []) as BulkLoadProfileField[]))
+         {
+            const bulkLoadField = getBulkLoadFieldMovingFromUnusedToActiveIfNeeded(bulkLoadMapping, bulkLoadProfileField.fieldName);
+            if (!bulkLoadField)
+            {
+               console.log(`Couldn't find bulk-load-field by name from profile record [${bulkLoadProfileField.fieldName}]`);
+               continue;
+            }
+
+            if ((bulkLoadProfileField.columnIndex != null && bulkLoadProfileField.columnIndex != undefined) || (bulkLoadProfileField.headerName != null && bulkLoadProfileField.headerName != undefined))
+            {
+               bulkLoadField.valueType = "column";
+               bulkLoadField.doValueMapping = bulkLoadProfileField.doValueMapping;
+               bulkLoadField.headerName = bulkLoadProfileField.headerName;
+               bulkLoadField.columnIndex = bulkLoadProfileField.columnIndex;
+
+               if (bulkLoadProfileField.valueMappings)
+               {
+                  bulkLoadMapping.valueMappings[bulkLoadProfileField.fieldName] = {};
+                  for (let fileValue in bulkLoadProfileField.valueMappings)
+                  {
+                     ////////////////////////////////////////////////////
+                     // frontend wants string values here, so, string. //
+                     ////////////////////////////////////////////////////
+                     bulkLoadMapping.valueMappings[bulkLoadProfileField.fieldName][String(fileValue)] = bulkLoadProfileField.valueMappings[fileValue];
+                  }
+               }
+            }
+            else
+            {
+               bulkLoadField.valueType = "defaultValue";
+               bulkLoadField.defaultValue = bulkLoadProfileField.defaultValue;
+            }
+         }
+
+         return (bulkLoadMapping);
+      }
+      else
+      {
+         throw ("Unexpected version for bulk load profile: " + bulkLoadProfile.version);
+      }
+   }
+
+
+   /***************************************************************************
+    ** take a working bulkLoadMapping from the frontend, and convert it to a
+    ** BulkLoadProfile for the backend / for us to save.
+    ***************************************************************************/
+   public toProfile(): { haveErrors: boolean, profile: BulkLoadProfile }
+   {
+      let haveErrors = false;
+      const profile = new BulkLoadProfile();
+
+      profile.version = "v1";
+      profile.hasHeaderRow = this.hasHeaderRow;
+      profile.layout = this.layout;
+
+      for (let bulkLoadField of [...this.requiredFields, ...this.additionalFields])
+      {
+         let fullFieldName = (bulkLoadField.tableStructure.isMain ? "" : bulkLoadField.tableStructure.associationPath + ".") + bulkLoadField.field.name;
+         if (bulkLoadField.wideLayoutIndexPath != null && bulkLoadField.wideLayoutIndexPath != undefined && bulkLoadField.wideLayoutIndexPath.length)
+         {
+            fullFieldName += "," + bulkLoadField.wideLayoutIndexPath.join(".");
+         }
+
+         bulkLoadField.error = null;
+         if (bulkLoadField.valueType == "column")
+         {
+            if (bulkLoadField.columnIndex == undefined || bulkLoadField.columnIndex == null)
+            {
+               haveErrors = true;
+               bulkLoadField.error = "You must select a column.";
+            }
+            else
+            {
+               const field: BulkLoadProfileField = {fieldName: fullFieldName, columnIndex: bulkLoadField.columnIndex, headerName: bulkLoadField.headerName, doValueMapping: bulkLoadField.doValueMapping};
+
+               if (this.valueMappings[fullFieldName])
+               {
+                  field.valueMappings = this.valueMappings[fullFieldName];
+               }
+
+               profile.fieldList.push(field);
+            }
+         }
+         else if (bulkLoadField.valueType == "defaultValue")
+         {
+            if (bulkLoadField.defaultValue == undefined || bulkLoadField.defaultValue == null || bulkLoadField.defaultValue == "")
+            {
+               haveErrors = true;
+               bulkLoadField.error = "A value is required.";
+            }
+            else
+            {
+               profile.fieldList.push({fieldName: fullFieldName, defaultValue: bulkLoadField.defaultValue});
+            }
+         }
+      }
+
+      return {haveErrors, profile};
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   public addField(bulkLoadField: BulkLoadField, specifiedWideIndex?: number): BulkLoadField
+   {
+      if (bulkLoadField.isMany() && this.layout == "WIDE")
+      {
+         let index: number;
+         if (specifiedWideIndex != null && specifiedWideIndex != undefined)
+         {
+            index = specifiedWideIndex;
+         }
+         else
+         {
+            ///////////////////////////////////////////////
+            // find the max index for this field already //
+            ///////////////////////////////////////////////
+            let maxIndex = -1;
+            for (let existingField of [...this.requiredFields, ...this.additionalFields])
+            {
+               if (existingField.getQualifiedName() == bulkLoadField.getQualifiedName())
+               {
+                  const thisIndex = existingField.wideLayoutIndexPath[0];
+                  if (thisIndex != null && thisIndex != undefined && thisIndex > maxIndex)
+                  {
+                     maxIndex = thisIndex;
+                  }
+               }
+            }
+            index = maxIndex + 1;
+         }
+
+         const cloneField = BulkLoadField.clone(bulkLoadField);
+         cloneField.wideLayoutIndexPath = [index];
+         this.additionalFields.push(cloneField);
+         return (cloneField);
+      }
+      else
+      {
+         this.additionalFields.push(bulkLoadField);
+         return (bulkLoadField);
+      }
+   }
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   public removeField(toRemove: BulkLoadField): void
+   {
+      const newAdditionalFields: BulkLoadField[] = [];
+      for (let bulkLoadField of this.additionalFields)
+      {
+         if (bulkLoadField.getQualifiedNameWithWideSuffix() != toRemove.getQualifiedNameWithWideSuffix())
+         {
+            newAdditionalFields.push(bulkLoadField);
+         }
+      }
+
+      this.additionalFields = newAdditionalFields;
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   public switchLayout(newLayout: string): void
+   {
+      const newAdditionalFields: BulkLoadField[] = [];
+      let anyChanges = false;
+
+      if ("WIDE" != newLayout)
+      {
+         ////////////////////////////////////////////////////////////////////////////////////////////////////////
+         // if going to a layout other than WIDE, make sure there aren't any fields with a wideLayoutIndexPath //
+         ////////////////////////////////////////////////////////////////////////////////////////////////////////
+         const namesWhereOneWideLayoutIndexHasBeenFound: { [name: string]: boolean } = {};
+         for (let existingField of this.additionalFields)
+         {
+            if (existingField.wideLayoutIndexPath.length > 0)
+            {
+               const name = existingField.getQualifiedName();
+               if (namesWhereOneWideLayoutIndexHasBeenFound[name])
+               {
+                  /////////////////////////////////////////////////////////////////////////////////////////////////////////
+                  // in this case, we're on like the 2nd or 3rd instance of, say, Line Item: SKU - so - just discard it. //
+                  /////////////////////////////////////////////////////////////////////////////////////////////////////////
+                  anyChanges = true;
+               }
+               else
+               {
+                  ////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+                  // else, this is the 1st instance of, say, Line Item: SKU - so mark that we've found it - and keep this field //
+                  // (that is, put it in the new array), but with no index path                                                 //
+                  ////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+                  namesWhereOneWideLayoutIndexHasBeenFound[name] = true;
+                  const newField = BulkLoadField.clone(existingField);
+                  newField.wideLayoutIndexPath = [];
+                  newAdditionalFields.push(newField);
+                  anyChanges = true;
+               }
+            }
+            else
+            {
+               //////////////////////////////////////////////////////
+               // else, non-wide-path fields, just get added as-is //
+               //////////////////////////////////////////////////////
+               newAdditionalFields.push(existingField);
+            }
+         }
+      }
+      else
+      {
+         ///////////////////////////////////////////////////////////////////////////////////////////////
+         // if going to WIDE layout, then any field from a child table needs a wide-layout-index-path //
+         ///////////////////////////////////////////////////////////////////////////////////////////////
+         for (let existingField of this.additionalFields)
+         {
+            if (existingField.tableStructure.isMain)
+            {
+               ////////////////////////////////////////////
+               // fields from main table come over as-is //
+               ////////////////////////////////////////////
+               newAdditionalFields.push(existingField);
+            }
+            else
+            {
+               /////////////////////////////////////////////////////////////////////////////////////////////
+               // fields from child tables get a wideLayoutIndexPath (and we're assuming just 1 for each) //
+               /////////////////////////////////////////////////////////////////////////////////////////////
+               const newField = BulkLoadField.clone(existingField);
+               newField.wideLayoutIndexPath = [0];
+               newAdditionalFields.push(newField);
+               anyChanges = true;
+            }
+         }
+      }
+
+      if (anyChanges)
+      {
+         this.additionalFields = newAdditionalFields;
+      }
+
+      this.layout = newLayout;
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   public getFieldsForColumnIndex(i: number): BulkLoadField[]
+   {
+      const rs: BulkLoadField[] = [];
+
+      for (let field of [...this.requiredFields, ...this.additionalFields])
+      {
+         if (field.valueType == "column" && field.columnIndex == i)
+         {
+            rs.push(field);
+         }
+      }
+
+      return (rs);
+   }
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   public handleChangeToHasHeaderRow(newValue: any, fileDescription: FileDescription)
+   {
+      const newRequiredFields: BulkLoadField[] = [];
+      let anyChangesToRequiredFields = false;
+
+      const newAdditionalFields: BulkLoadField[] = [];
+      let anyChangesToAdditionalFields = false;
+
+      ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      // if we're switching to have header-rows enabled, then make sure that no columns w/ duplicated headers are selected //
+      // strategy to do this:  build new lists of both required & additional fields - and track if we had to change any    //
+      // column indexes (set to null) - add a warning to them, and only replace the arrays if there were changes.          //
+      ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      if (newValue)
+      {
+         for (let field of this.requiredFields)
+         {
+            if (field.valueType == "column" && fileDescription.duplicateHeaderIndexes[field.columnIndex])
+            {
+               const newField = BulkLoadField.clone(field);
+               newField.columnIndex = null;
+               newField.warning = "This field was assigned to a column with a duplicated header"
+               newRequiredFields.push(newField);
+               anyChangesToRequiredFields = true;
+            }
+            else
+            {
+               newRequiredFields.push(field);
+            }
+         }
+
+         for (let field of this.additionalFields)
+         {
+            if (field.valueType == "column" && fileDescription.duplicateHeaderIndexes[field.columnIndex])
+            {
+               const newField = BulkLoadField.clone(field);
+               newField.columnIndex = null;
+               newField.warning = "This field was assigned to a column with a duplicated header"
+               newAdditionalFields.push(newField);
+               anyChangesToAdditionalFields = true;
+            }
+            else
+            {
+               newAdditionalFields.push(field);
+            }
+         }
+      }
+
+      if (anyChangesToRequiredFields)
+      {
+         this.requiredFields = newRequiredFields;
+      }
+
+      if (anyChangesToAdditionalFields)
+      {
+         this.additionalFields = newAdditionalFields;
+      }
+   }
+}
+
+
+/***************************************************************************
+ ** meta-data about the file that the user uploaded
+ ***************************************************************************/
+export class FileDescription
+{
+   headerValues: string[];
+   headerLetters: string[];
+   bodyValuesPreview: string[][];
+
+   duplicateHeaderIndexes: boolean[];
+
+   // todo - just get this from the profile always - it's not part of the file per-se
+   hasHeaderRow: boolean = true;
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   constructor(headerValues: string[], headerLetters: string[], bodyValuesPreview: string[][])
+   {
+      this.headerValues = headerValues;
+      this.headerLetters = headerLetters;
+      this.bodyValuesPreview = bodyValuesPreview;
+
+      this.duplicateHeaderIndexes = [];
+      const usedLabels: { [label: string]: boolean } = {};
+      for (let i = 0; i < headerValues.length; i++)
+      {
+         const label = headerValues[i];
+         if (usedLabels[label])
+         {
+            this.duplicateHeaderIndexes[i] = true;
+         }
+         usedLabels[label] = true;
+      }
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   public setHasHeaderRow(hasHeaderRow: boolean)
+   {
+      this.hasHeaderRow = hasHeaderRow;
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   public getColumnNames(): string[]
+   {
+      if (this.hasHeaderRow)
+      {
+         return this.headerValues;
+      }
+      else
+      {
+         return this.headerLetters.map(l => `Column ${l}`);
+      }
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   public getPreviewValues(columnIndex: number, fieldType?: QFieldType): string[]
+   {
+      if (columnIndex == undefined)
+      {
+         return [];
+      }
+
+      function getTypedValue(value: any): string
+      {
+         if (value == null)
+         {
+            return "";
+         }
+
+         //////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+         // this was useful at one point in time when we had an object coming back for xlsx files with many different data types //
+         // we'd see a .string attribute, which would have the value we'd want to show.  not using it now, but keep in case      //
+         //////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+         if (value && value.string)
+         {
+            switch (fieldType)
+            {
+               case QFieldType.BOOLEAN:
+               {
+                  return value.bool;
+               }
+
+               case QFieldType.STRING:
+               case QFieldType.TEXT:
+               case QFieldType.HTML:
+               case QFieldType.PASSWORD:
+               {
+                  return value.string;
+               }
+
+               case QFieldType.INTEGER:
+               case QFieldType.LONG:
+               {
+                  return value.integer;
+               }
+               case QFieldType.DECIMAL:
+               {
+                  return value.decimal;
+               }
+               case QFieldType.DATE:
+               {
+                  return value.date;
+               }
+               case QFieldType.TIME:
+               {
+                  return value.time;
+               }
+               case QFieldType.DATE_TIME:
+               {
+                  return value.dateTime;
+               }
+               case QFieldType.BLOB:
+                  return ""; // !!
+            }
+         }
+
+         return (`${value}`);
+      }
+
+      const valueArray: string[] = [];
+
+      if (!this.hasHeaderRow)
+      {
+         const typedValue = getTypedValue(this.headerValues[columnIndex]);
+         valueArray.push(typedValue == null ? "" : `${typedValue}`);
+      }
+
+      for (let value of this.bodyValuesPreview[columnIndex])
+      {
+         const typedValue = getTypedValue(value);
+         valueArray.push(typedValue == null ? "" : `${typedValue}`);
+      }
+
+      return (valueArray);
+   }
+}
+
+
+/***************************************************************************
+ ** this (BulkLoadProfile & ...Field) is the model of what we save, and is
+ ** also what we submit to the backend during the process.
+ ***************************************************************************/
+export class BulkLoadProfile
+{
+   version: string;
+   fieldList: BulkLoadProfileField[] = [];
+   hasHeaderRow: boolean;
+   layout: string;
+}
+
+type BulkLoadProfileField =
+   {
+      fieldName: string,
+      columnIndex?: number,
+      headerName?: string,
+      defaultValue?: any,
+      doValueMapping?: boolean,
+      valueMappings?: { [fileValue: string]: any }
+   };
+
+
+/***************************************************************************
+ ** In the bulk load forms, we have some forward-ref callback functions, and
+ ** they like to capture/retain a reference when those functions get defined,
+ ** so we had some trouble updating objects in those functions.
+ **
+ ** We "solved" this by creating instances of this class, which get captured,
+ ** so then we can replace the wrapped object, and have a better time...
+ ***************************************************************************/
+export class Wrapper<T>
+{
+   t: T;
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   constructor(t: T)
+   {
+      this.t = t;
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   public get(): T
+   {
+      return this.t;
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   public set(t: T)
+   {
+      this.t = t;
+   }
+}
+

src/qqq/models/processes/ProcessSummaryLine.tsx

@@ -53,6 +53,8 @@ export class ProcessSummaryLine
    linkText: string;
    linkPostText: string;
 
+   bulletsOfText: any[];
+
    constructor(processSummaryLine: any)
    {
       this.status = processSummaryLine.status;
@@ -66,6 +68,8 @@ export class ProcessSummaryLine
       this.linkText = processSummaryLine.linkText;
       this.linkPostText = processSummaryLine.linkPostText;
 
+      this.bulletsOfText = processSummaryLine.bulletsOfText;
+
       this.filter = processSummaryLine.filter;
    }
 
@@ -142,6 +146,13 @@ export class ProcessSummaryLine
                         </span>
                      ) : <span>{lastWord}</span>
                   }
+                  {
+                     this.bulletsOfText && <ul style={{marginLeft: "2rem"}}>
+                        {
+                           this.bulletsOfText.map((bullet, index) => <li key={index}>{bullet}</li>)
+                        }
+                     </ul>
+                  }
                </ListItemText>
             </Box>
          </ListItem>

src/qqq/models/query/QQueryColumns.ts

@@ -23,14 +23,13 @@
 import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
 import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
 import {GridPinnedColumns} from "@mui/x-data-grid-pro";
-import quickSightChart from "qqq/components/widgets/misc/QuickSightChart";
 import DataGridUtils from "qqq/utils/DataGridUtils";
 import TableUtils from "qqq/utils/qqq/TableUtils";
 
 /*******************************************************************************
  ** member object
  *******************************************************************************/
-interface Column
+export interface Column
 {
    name: string;
    isVisible: boolean;
@@ -81,11 +80,19 @@ export default class QQueryColumns
       fields.forEach((field) =>
       {
          const column: Column = {name: field.name, isVisible: true, width: DataGridUtils.getColumnWidthForField(field, table)};
-         queryColumns.columns.push(column);
 
          if (field.name == table.primaryKeyField)
          {
             column.pinned = "left";
+
+            //////////////////////////////////////////////////
+            // insert the primary key field after __check__ //
+            //////////////////////////////////////////////////
+            queryColumns.columns.splice(1, 0, column);
+         }
+         else
+         {
+            queryColumns.columns.push(column);
          }
       });
 
@@ -393,6 +400,42 @@ export default class QQueryColumns
       return columnVisibilityModel;
    };
 
+
+   /*******************************************************************************
+    ** sort the columns list, so that pinned columns go to the front (left) or back
+    ** (right) of the list.
+    *******************************************************************************/
+   public sortColumnsFixingPinPositions = (): void =>
+   {
+      /////////////////////////////////////////////////////////////////////////////////////////////
+      // do a sort to push pinned-left columns to the start, and pinned-right columns to the end //
+      // and otherwise, leave everything alone                                                   //
+      /////////////////////////////////////////////////////////////////////////////////////////////
+      this.columns = this.columns.sort((a: Column, b: Column) =>
+      {
+         if(a.pinned == "left" && b.pinned != "left")
+         {
+            return -1;
+         }
+         else if(b.pinned == "left" && a.pinned != "left")
+         {
+            return 1;
+         }
+         else if(a.pinned == "right" && b.pinned != "right")
+         {
+            return 1;
+         }
+         else if(b.pinned == "right" && a.pinned != "right")
+         {
+            return -1;
+         }
+         else
+         {
+            return (0);
+         }
+      });
+   }
+
 }
 
 

src/qqq/models/query/RecordQueryView.ts

@@ -63,6 +63,8 @@ export default class RecordQueryView
 
       view.queryFilter = json.queryFilter as QQueryFilter;
 
+      FilterUtils.stripAwayIncompleteCriteria(view.queryFilter)
+
       //////////////////////////////////////////////////////////////////////////////////////////
       // it's important that some criteria values exist as expression objects - so - do that. //
       //////////////////////////////////////////////////////////////////////////////////////////

src/qqq/pages/apps/Home.tsx

@@ -31,8 +31,6 @@ import Box from "@mui/material/Box";
 import Card from "@mui/material/Card";
 import Divider from "@mui/material/Divider";
 import Grid from "@mui/material/Grid";
-import React, {useContext, useEffect, useState} from "react";
-import {Link, useLocation} from "react-router-dom";
 import QContext from "QContext";
 import colors from "qqq/assets/theme/base/colors";
 import MDTypography from "qqq/components/legacy/MDTypography";
@@ -41,6 +39,8 @@ import DashboardWidgets from "qqq/components/widgets/DashboardWidgets";
 import MiniStatisticsCard from "qqq/components/widgets/statistics/MiniStatisticsCard";
 import BaseLayout from "qqq/layouts/BaseLayout";
 import Client from "qqq/utils/qqq/Client";
+import React, {useContext, useEffect, useState} from "react";
+import {Link, useLocation} from "react-router-dom";
 
 const qController = Client.getInstance();
 
@@ -62,7 +62,7 @@ function AppHome({app}: Props): JSX.Element
    const [updatedTableCounts, setUpdatedTableCounts] = useState(new Date());
    const [widgets, setWidgets] = useState([] as any[]);
 
-   const {pageHeader, setPageHeader} = useContext(QContext);
+   const {pageHeader, recordAnalytics, setPageHeader} = useContext(QContext);
 
    const location = useLocation();
 
@@ -77,15 +77,18 @@ function AppHome({app}: Props): JSX.Element
 
    const mdbMetaData = app?.supplementalAppMetaData?.get("materialDashboard");
    let showAppLabelOnHomeScreen = true;
+   let includeTableCountsOnHomeScreen = true;
    if(mdbMetaData)
    {
       showAppLabelOnHomeScreen = mdbMetaData.showAppLabelOnHomeScreen;
+      includeTableCountsOnHomeScreen = mdbMetaData.includeTableCountsOnHomeScreen;
    }
 
    useEffect(() =>
    {
-      // setPageHeader(app.label);
       setPageHeader(null);
+      recordAnalytics({location: window.location, title: "App: " + app.label});
+      recordAnalytics({category: "appEvents", action: "loadAppScreen", label: app.label});
 
       if (!qInstance)
       {
@@ -129,48 +132,60 @@ function AppHome({app}: Props): JSX.Element
       const tableCountTexts = new Map<string, string>();
       newTables.forEach((table) =>
       {
-         tableCounts.set(table.name, {isLoading: true, value: null});
+         if(includeTableCountsOnHomeScreen)
-
-         setTimeout(async () =>
          {
-            const tableMetaData = await qController.loadTableMetaData(table.name);
+            tableCounts.set(table.name, {isLoading: true, value: null});
-            let countResult = null;
+            setTimeout(async () =>
-            if(tableMetaData.capabilities.has(Capability.TABLE_COUNT) && tableMetaData.readPermission)
             {
-               try
+               const tableMetaData = await qController.loadTableMetaData(table.name);
+               let countResult = null;
+               if (tableMetaData.capabilities.has(Capability.TABLE_COUNT) && tableMetaData.readPermission)
                {
-                  [countResult] = await qController.count(table.name);
+                  try
+                  {
+                     [countResult] = await qController.count(table.name);
 
-                  if (countResult !== null && countResult !== undefined)
+                     if (countResult !== null && countResult !== undefined)
-                  {
+                     {
-                     tableCountNumbers.set(table.name, countResult.toLocaleString());
+                        tableCountNumbers.set(table.name, countResult.toLocaleString());
-                     tableCountTexts.set(table.name, countResult === 1 ? "total record" : "total records");
+                        tableCountTexts.set(table.name, countResult === 1 ? "total record" : "total records");
+                     }
+                     else
+                     {
+                        tableCountNumbers.set(table.name, "–");
+                        tableCountTexts.set(table.name, " ");
+                     }
                   }
-                  else
+                  catch (e)
                   {
+                     console.log("Caught: " + e);
                      tableCountNumbers.set(table.name, "–");
                      tableCountTexts.set(table.name, " ");
                   }
                }
-               catch(e)
+               else
                {
-                  console.log("Caught: " + e);
                   tableCountNumbers.set(table.name, "–");
                   tableCountTexts.set(table.name, " ");
                }
-            }
-            else
-            {
-               tableCountNumbers.set(table.name, "–");
-               tableCountTexts.set(table.name, " ");
-            }
 
-            tableCounts.set(table.name, {isLoading: false, value: countResult});
+               tableCounts.set(table.name, {isLoading: false, value: countResult});
+               setTableCounts(tableCounts);
+               setTableCountNumbers(tableCountNumbers);
+               setTableCountTexts(tableCountTexts);
+               setUpdatedTableCounts(new Date());
+            }, 1);
+         }
+         else
+         {
+            tableCounts.set(table.name, {isLoading: false, value: null});
+            tableCountNumbers.set(table.name, " ");
+            tableCountTexts.set(table.name, " ");
+
             setTableCounts(tableCounts);
             setTableCountNumbers(tableCountNumbers);
             setTableCountTexts(tableCountTexts);
-            setUpdatedTableCounts(new Date());
+         }
-         }, 1);
       });
       setTableCounts(tableCounts);
 
@@ -299,7 +314,7 @@ function AppHome({app}: Props): JSX.Element
                                  </Box>
                                  {
                                     section.processes ? (
-                                       <Box p={3} pl={5} pt={0} pb={1}>
+                                       <Box p={3} pl={3} pt={0} pb={1}>
                                           <MDTypography variant="h6">Actions</MDTypography>
                                        </Box>
                                     ) : null
@@ -340,7 +355,7 @@ function AppHome({app}: Props): JSX.Element
                                  }
                                  {
                                     section.reports ? (
-                                       <Box p={3} pl={5} pt={0} pb={1}>
+                                       <Box p={3} pl={3} pt={0} pb={1}>
                                           <MDTypography variant="h6">Reports</MDTypography>
                                        </Box>
                                     ) : null
@@ -383,7 +398,7 @@ function AppHome({app}: Props): JSX.Element
                                  }
                                  {
                                     section.tables ? (
-                                       <Box p={3} pl={5} pb={1} pt={0}>
+                                       <Box p={3} pl={3} pb={1} pt={0}>
                                           <MDTypography variant="h6">Data</MDTypography>
                                        </Box>
                                     ) : null
@@ -395,6 +410,13 @@ function AppHome({app}: Props): JSX.Element
                                              section.tables.map((tableName) =>
                                              {
                                                 let table = app.childMap.get(tableName);
+                                                let count = "";
+                                                let percentage = "";
+                                                if(includeTableCountsOnHomeScreen)
+                                                {
+                                                   count = !tableCounts.has(table.name) || tableCounts.get(table.name).isLoading ? "..." : (tableCountNumbers.get(table.name));
+                                                   percentage = !tableCounts.has(table.name) || tableCounts.get(table.name).isLoading ? "" : (tableCountTexts.get(table.name));
+                                                }
                                                 return (
                                                    <Grid key={table.name} item xs={12} md={12} lg={tileSizeLg}>
                                                       {hasTablePermission(tableName) ?
@@ -402,8 +424,8 @@ function AppHome({app}: Props): JSX.Element
                                                             <Box className="big-icon" mb={3}>
                                                                <MiniStatisticsCard
                                                                   title={{fontWeight: "bold", text: table.label}}
-                                                                  count={!tableCounts.has(table.name) || tableCounts.get(table.name).isLoading ? "..." : (tableCountNumbers.get(table.name))}
+                                                                  count={count}
-                                                                  percentage={{color: "info", text: (!tableCounts.has(table.name) || tableCounts.get(table.name).isLoading ? "" : (tableCountTexts.get(table.name)))}}
+                                                                  percentage={{color: "info", text: percentage}}
                                                                   icon={{color: "info", component: <Icon>{table.iconName || app.iconName}</Icon>}}
                                                                />
                                                             </Box>
@@ -411,8 +433,8 @@ function AppHome({app}: Props): JSX.Element
                                                          <Box mb={3} title="You do not have permission to access this table">
                                                             <MiniStatisticsCard
                                                                title={{fontWeight: "bold", text: table.label}}
-                                                               count={!tableCounts.has(table.name) || tableCounts.get(table.name).isLoading ? "..." : (tableCountNumbers.get(table.name))}
+                                                               count={count}
-                                                               percentage={{color: "info", text: (!tableCounts.has(table.name) || tableCounts.get(table.name).isLoading ? "" : (tableCountTexts.get(table.name)))}}
+                                                               percentage={{color: "info", text: percentage}}
                                                                icon={{color: "info", component: <Icon>{table.iconName || app.iconName}</Icon>}}
                                                                isDisabled={true}
                                                             />

src/qqq/pages/processes/ProcessWidgetBlockUtils.tsx

@@ -0,0 +1,268 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import {QComponentType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QComponentType";
+import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
+import {QFrontendStepMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFrontendStepMetaData";
+import {CompositeData} from "qqq/components/widgets/CompositeWidget";
+
+/*******************************************************************************
+ ** Utility functions used by ProcessRun for working with ad-hoc, block &
+ ** composite type widgets.
+ **
+ *******************************************************************************/
+export default class ProcessWidgetBlockUtils
+{
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public static isActionCodeValid(actionCode: string, step: QFrontendStepMetaData, processValues: any): boolean
+   {
+      ///////////////////////////////////////////////////////////
+      // private recursive function to walk the composite tree //
+      ///////////////////////////////////////////////////////////
+      function recursiveIsActionCodeValidForCompositeData(compositeWidgetData: CompositeData): boolean
+      {
+         for (let i = 0; i < compositeWidgetData.blocks.length; i++)
+         {
+            const block = compositeWidgetData.blocks[i];
+
+            ////////////////////////////////////////////////////////////////
+            // skip the block if it has a 'conditional', which isn't true //
+            ////////////////////////////////////////////////////////////////
+            const conditionalFieldName = block.conditional;
+            if (conditionalFieldName)
+            {
+               const value = processValues[conditionalFieldName];
+               if (!value)
+               {
+                  continue;
+               }
+            }
+
+            if (block.blockTypeName == "COMPOSITE")
+            {
+               ///////////////////////////////////////////////////////////////////////////////////////////////////////////////
+               // recursive call for composites, but only return if a true is found (in case a subsequent block has a true) //
+               ///////////////////////////////////////////////////////////////////////////////////////////////////////////////
+               const isValidForThisBlock = recursiveIsActionCodeValidForCompositeData(block as unknown as CompositeData);
+               if (isValidForThisBlock)
+               {
+                  return (true);
+               }
+               // else, continue...
+            }
+            else if (block.blockTypeName == "BUTTON")
+            {
+               //////////////////////////////////////////
+               // look at actionCodes on button blocks //
+               //////////////////////////////////////////
+               if (block.values?.actionCode == actionCode)
+               {
+                  return (true);
+               }
+            }
+         }
+
+         /////////////////////////////////////////
+         // if code wasn't found, it is invalid //
+         /////////////////////////////////////////
+         return false;
+      }
+
+      /////////////////////////////////////////////////////
+      // iterate over all components in the current step //
+      /////////////////////////////////////////////////////
+      for (let i = 0; i < step.components.length; i++)
+      {
+         const component = step.components[i];
+         if (component.type == "WIDGET" && component.values?.isAdHocWidget)
+         {
+            ///////////////////////////////////////////////////////////////////////////////////////////////
+            // for ad-hoc widget components, check if this actionCode exists on any action-button blocks //
+            ///////////////////////////////////////////////////////////////////////////////////////////////
+            const isValidForThisWidget = recursiveIsActionCodeValidForCompositeData(component.values);
+            if (isValidForThisWidget)
+            {
+               return (true);
+            }
+         }
+      }
+
+      ////////////////////////////////////
+      // upon fallthrough, it's a false //
+      ////////////////////////////////////
+      return false;
+   }
+
+
+   /***************************************************************************
+    ** perform evaluations on a compositeWidget's data, given current process
+    ** values, to do dynamic stuff, like:
+    ** - removing fields with un-true conditions
+    ***************************************************************************/
+   public static dynamicEvaluationOfCompositeWidgetData(compositeWidgetData: CompositeData, processValues: any)
+   {
+      for (let i = 0; i < compositeWidgetData.blocks.length; i++)
+      {
+         const block = compositeWidgetData.blocks[i];
+
+         ////////////////////////////////////////////////////////////////////
+         // if the block has a conditional, evaluate, and remove if untrue //
+         ////////////////////////////////////////////////////////////////////
+         const conditionalFieldName = block.conditional;
+         if (conditionalFieldName)
+         {
+            const value = processValues[conditionalFieldName];
+            if (!value)
+            {
+               console.debug(`Splicing away block based on [${conditionalFieldName}]...`);
+               compositeWidgetData.blocks.splice(i, 1);
+               i--;
+               continue;
+            }
+         }
+
+         if (block.blockTypeName == "COMPOSITE")
+         {
+            /////////////////////////////////////////
+            // make recursive calls for composites //
+            /////////////////////////////////////////
+            ProcessWidgetBlockUtils.dynamicEvaluationOfCompositeWidgetData(block as unknown as CompositeData, processValues);
+         }
+         else if (block.blockTypeName == "INPUT_FIELD")
+         {
+            /////////////////////////////////////////////////////////////////////////////////////////////////////////////
+            // for input fields, put the process's value for the field-name into the block's values object as '.value' //
+            /////////////////////////////////////////////////////////////////////////////////////////////////////////////
+            const fieldName = block.values?.fieldMetaData?.name;
+            if (processValues.hasOwnProperty(fieldName))
+            {
+               block.values.value = processValues[fieldName];
+            }
+         }
+         else if (block.blockTypeName == "TEXT")
+         {
+            //////////////////////////////////////////////////////////////////////////////////////
+            // for text-blocks - interpolate ${fieldName} expressions into their process-values //
+            //////////////////////////////////////////////////////////////////////////////////////
+            let text = block.values?.text;
+            if (text)
+            {
+               for (let key of Object.keys(processValues))
+               {
+                  text = text.replaceAll("${" + key + "}", processValues[key]);
+               }
+               block.values.interpolatedText = text;
+            }
+         }
+      }
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   public static addFieldsForCompositeWidget(step: QFrontendStepMetaData, processValues: any, addFieldCallback: (fieldMetaData: QFieldMetaData) => void)
+   {
+      ///////////////////////////////////////////////////////////
+      // private recursive function to walk the composite tree //
+      ///////////////////////////////////////////////////////////
+      function recursiveHelper(widgetData: CompositeData)
+      {
+         try
+         {
+            for (let block of widgetData.blocks)
+            {
+               if (block.blockTypeName == "COMPOSITE")
+               {
+                  recursiveHelper(block as unknown as CompositeData);
+               }
+               else if (block.blockTypeName == "INPUT_FIELD")
+               {
+                  const fieldMetaData = new QFieldMetaData(block.values?.fieldMetaData);
+                  addFieldCallback(fieldMetaData);
+               }
+            }
+         }
+         catch (e)
+         {
+            console.log("Error adding fields for compositeWidget: " + e);
+         }
+      }
+
+      ////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      // foreach component, if it's an adhoc widget or a widget w/ its data in the processValues, then, call recursive helper on it //
+      ////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      for (let component of step.components)
+      {
+         if (component.type == QComponentType.WIDGET && component.values?.isAdHocWidget)
+         {
+            recursiveHelper(component.values as unknown as CompositeData);
+         }
+         else if (component.type == QComponentType.WIDGET && processValues[component.values?.widgetName])
+         {
+            recursiveHelper(processValues[component.values?.widgetName] as unknown as CompositeData);
+         }
+      }
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   public static processColorFromStyleMap(colorFromStyleMap?: string): string
+   {
+      if (colorFromStyleMap)
+      {
+         switch (colorFromStyleMap.toUpperCase())
+         {
+            case "SUCCESS":
+               return("#2BA83F");
+            case "WARNING":
+               return("#FBA132");
+            case "ERROR":
+               return("#FB4141");
+            case "INFO":
+               return("#458CFF");
+            case "MUTED":
+               return("#7b809a");
+            default:
+            {
+               if (colorFromStyleMap.match(/^[0-9A-F]{6}$/))
+               {
+                  return(`#${colorFromStyleMap}`);
+               }
+               else if (colorFromStyleMap.match(/^[0-9A-F]{8}$/))
+               {
+                  return(`#${colorFromStyleMap}`);
+               }
+               else
+               {
+                  return(colorFromStyleMap);
+               }
+            }
+         }
+      }
+   }
+
+}