initial checkin of support of bulk load with file

added tests around filter criteria paster tool

package.json

@@ -6,7 +6,7 @@
       "@auth0/auth0-react": "1.10.2",
       "@emotion/react": "11.7.1",
       "@emotion/styled": "11.6.0",
-      "@kingsrook/qqq-frontend-core": "1.0.119",
+      "@kingsrook/qqq-frontend-core": "1.0.122",
       "@mui/icons-material": "5.4.1",
       "@mui/material": "5.11.1",
       "@mui/styles": "5.11.1",
@@ -35,7 +35,9 @@
       "html-react-parser": "1.4.8",
       "html-to-text": "^9.0.5",
       "http-proxy-middleware": "2.0.6",
+      "lodash": "4.17.21",
       "jwt-decode": "3.1.2",
+      "oidc-client-ts": "2.4.1",
       "rapidoc": "9.3.4",
       "react": "18.0.0",
       "react-ace": "10.1.0",
@@ -49,6 +51,7 @@
       "react-github-btn": "1.2.1",
       "react-google-drive-picker": "^1.2.0",
       "react-markdown": "9.0.1",
+      "react-oidc-context": "2.3.1",
       "react-router-dom": "6.2.1",
       "react-router-hash-link": "2.4.3",
       "react-table": "7.7.0",

pom.xml

@@ -29,7 +29,7 @@
    <packaging>jar</packaging>
 
    <properties>
-      <revision>0.25.0-SNAPSHOT</revision>
+      <revision>0.26.0-SNAPSHOT</revision>
 
       <project.build.sourceEncoding>UTF-8</project.build.sourceEncoding>
       <project.reporting.outputEncoding>UTF-8</project.reporting.outputEncoding>

src/App.tsx

@@ -19,7 +19,6 @@
  * along with this program.  If not, see <https://www.gnu.org/licenses/>.
  */
 
-import {useAuth0} from "@auth0/auth0-react";
 import {QException} from "@kingsrook/qqq-frontend-core/lib/exceptions/QException";
 import {QAppNodeType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QAppNodeType";
 import {QAppTreeNode} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QAppTreeNode";
@@ -35,12 +34,14 @@ import Icon from "@mui/material/Icon";
 import {ThemeProvider} from "@mui/material/styles";
 import {LicenseInfo} from "@mui/x-license-pro";
 import CommandMenu from "CommandMenu";
-import jwt_decode from "jwt-decode";
 import QContext from "QContext";
+import useAnonymousAuthenticationModule from "qqq/authorization/anonymous/useAnonymousAuthenticationModule";
+import useAuth0AuthenticationModule from "qqq/authorization/auth0/useAuth0AuthenticationModule";
+import useOAuth2AuthenticationModule from "qqq/authorization/oauth2/useOAuth2AuthenticationModule";
 import Sidenav from "qqq/components/horseshoe/sidenav/SideNav";
 import theme from "qqq/components/legacy/Theme";
 import {getBannerClassName, getBannerStyles, getBanner, makeBannerContent} from "qqq/components/misc/Banners";
-import {setMiniSidenav, setOpenConfigurator, useMaterialUIController} from "qqq/context";
+import {setMiniSidenav, useMaterialUIController} from "qqq/context";
 import AppHome from "qqq/pages/apps/Home";
 import NoApps from "qqq/pages/apps/NoApps";
 import ProcessRun from "qqq/pages/processes/ProcessRun";
@@ -64,10 +65,14 @@ import {Md5} from "ts-md5/dist/md5";
 const qController = Client.getInstance();
 export const SESSION_UUID_COOKIE_NAME = "sessionUUID";
 
-export default function App()
+interface Props
 {
-   const [cookies, setCookie, removeCookie] = useCookies([SESSION_UUID_COOKIE_NAME]);
-   const {user, getAccessTokenSilently, logout} = useAuth0();
+   authenticationMetaData: QAuthenticationMetaData;
+}
+
+export default function App({authenticationMetaData}: Props)
+{
+   const [, , removeCookie] = useCookies([SESSION_UUID_COOKIE_NAME]);
    const [loadingToken, setLoadingToken] = useState(false);
    const [isFullyAuthenticated, setIsFullyAuthenticated] = useState(false);
    const [profileRoutes, setProfileRoutes] = useState({});
@@ -76,68 +81,20 @@ export default function App()
    const [needLicenseKey, setNeedLicenseKey] = useState(true);
    const [loggedInUser, setLoggedInUser] = useState({} as { name?: string, email?: string });
    const [defaultRoute, setDefaultRoute] = useState("/no-apps");
+   const [earlyReturnForAuth, setEarlyReturnForAuth] = useState(null as JSX.Element);
+
+   const {setupSession: auth0SetupSession, logout: auth0Logout} = useAuth0AuthenticationModule({setIsFullyAuthenticated, setLoggedInUser, setEarlyReturnForAuth});
+   const {setupSession: oauth2SetupSession, logout: oauth2Logout} = useOAuth2AuthenticationModule({setIsFullyAuthenticated, setLoggedInUser, setEarlyReturnForAuth, inOAuthContext: authenticationMetaData.type === "OAUTH2"});
+   const {setupSession: anonymousSetupSession, logout: anonymousLogout} = useAnonymousAuthenticationModule({setIsFullyAuthenticated, setLoggedInUser, setEarlyReturnForAuth});
 
    /////////////////////////////////////////////////////////
    // tell the client how to do a logout if it sees a 401 //
    /////////////////////////////////////////////////////////
-   Client.setUnauthorizedCallback(() =>
-   {
-      logout();
-   });
-
-   const shouldStoreNewToken = (newToken: string, oldToken: string): boolean =>
-   {
-      if (!cookies[SESSION_UUID_COOKIE_NAME])
-      {
-         console.log("No session uuid cookie - so we should store a new one.");
-         return (true);
-      }
-
-      if (!oldToken)
-      {
-         console.log("No accessToken in localStorage - so we should store a new one.");
-         return (true);
-      }
-
-      try
-      {
-         const oldJSON: any = jwt_decode(oldToken);
-         const newJSON: any = jwt_decode(newToken);
-
-         ////////////////////////////////////////////////////////////////////////////////////
-         // 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()))
-         {
-            console.log("Access token in local storage was expired - so we should store a new one.");
-            return (true);
-         }
-
-         ////////////////////////////////////////////////////////////////////////////////////////////////
-         // 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["iat"];
-         delete oldJSON["exp"];
-         delete oldJSON["iat"];
-
-         const different = JSON.stringify(newJSON) !== JSON.stringify(oldJSON);
-         if (different)
-         {
-            console.log("Latest access token from auth0 has changed vs localStorage - so we should store a new one.");
-         }
-         return (different);
-      }
-      catch (e)
-      {
-         console.log("Caught in shouldStoreNewToken: " + e);
-      }
-
-      return (true);
-   };
+   Client.setUnauthorizedCallback(() => doLogout());
 
+   /////////////////////////////////////////////////
+   // deal with making sure user is authenticated //
+   /////////////////////////////////////////////////
    useEffect(() =>
    {
       if (loadingToken)
@@ -148,65 +105,17 @@ export default function App()
 
       (async () =>
       {
-         const authenticationMetaData: QAuthenticationMetaData = await qController.getAuthenticationMetaData();
-
          if (authenticationMetaData.type === "AUTH_0")
          {
-            /////////////////////////////////////////
-            // use auth0 if auth type is ... auth0 //
-            /////////////////////////////////////////
-            try
-            {
-               console.log("Loading token from auth0...");
-               const accessToken = await getAccessTokenSilently();
-
-               const lsAccessToken = localStorage.getItem("accessToken");
-               if (shouldStoreNewToken(accessToken, lsAccessToken))
-               {
-                  console.log("Sending accessToken to backend, requesting a sessionUUID...");
-                  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. //
-                  /////////////////////////////////////////////////////////////////////////////////////////////////////////////
-                  // 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
-               {
-                  console.log("Using existing sessionUUID cookie");
-               }
-
-               setIsFullyAuthenticated(true);
-               qController.setGotAuthentication();
-
-               setLoggedInUser(user);
-               console.log("Token load complete.");
-            }
-            catch (e)
-            {
-               console.log(`Error loading token: ${JSON.stringify(e)}`);
-               qController.clearAuthenticationMetaDataLocalStorage();
-               localStorage.removeItem("accessToken");
-               removeCookie(SESSION_UUID_COOKIE_NAME, {path: "/"});
-               logout();
-               return;
-            }
+            await auth0SetupSession();
+         }
+         else if (authenticationMetaData.type === "OAUTH2")
+         {
+            await oauth2SetupSession();
          }
          else if (authenticationMetaData.type === "FULLY_ANONYMOUS" || authenticationMetaData.type === "MOCK")
          {
-            /////////////////////////////////////////////
-            // use a random token if anonymous or mock //
-            /////////////////////////////////////////////
-            console.log("Generating random token...");
-            setIsFullyAuthenticated(true);
-            qController.setGotAuthentication();
-            setCookie(SESSION_UUID_COOKIE_NAME, Md5.hashStr(`${new Date()}`), {path: "/"});
-            console.log("Token generation complete.");
-            return;
+            await anonymousSetupSession();
          }
          else
          {
@@ -222,13 +131,36 @@ export default function App()
       (async () =>
       {
          const metaData: QInstance = await qController.loadMetaData();
-         LicenseInfo.setLicenseKey(metaData.environmentValues.get("MATERIAL_UI_LICENSE_KEY") || process.env.REACT_APP_MATERIAL_UI_LICENSE_KEY);
+         LicenseInfo.setLicenseKey(metaData.environmentValues?.get("MATERIAL_UI_LICENSE_KEY") || process.env.REACT_APP_MATERIAL_UI_LICENSE_KEY);
          setNeedLicenseKey(false);
       })();
    }
 
+   /***************************************************************************
+    ** call appropriate logout function based on authentication meta data type
+    ***************************************************************************/
+   function doLogout()
+   {
+      if (authenticationMetaData?.type === "AUTH_0")
+      {
+         auth0Logout();
+      }
+      else if (authenticationMetaData?.type === "OAUTH2")
+      {
+         oauth2Logout();
+      }
+      else if (authenticationMetaData?.type === "FULLY_ANONYMOUS" || authenticationMetaData?.type === "MOCK")
+      {
+         anonymousLogout();
+      }
+      else
+      {
+         console.log(`No logout callback for authentication type [${authenticationMetaData?.type}].`);
+      }
+   }
+
    const [controller, dispatch] = useMaterialUIController();
-   const {miniSidenav, direction, layout, openConfigurator, sidenavColor} = controller;
+   const {miniSidenav, direction, sidenavColor} = controller;
    const [onMouseEnter, setOnMouseEnter] = useState(false);
    const {pathname} = useLocation();
    const [queryParams] = useSearchParams();
@@ -521,11 +453,10 @@ export default function App()
                }
             }
 
-            let profileRoutes = {};
             const gravatarBase = "https://www.gravatar.com/avatar/";
             const hash = Md5.hashStr(loggedInUser?.email || "user");
             const profilePicture = `${gravatarBase}${hash}`;
-            profileRoutes = {
+            const profileRoutes = {
                type: "collapse",
                name: loggedInUser?.name ?? "Anonymous",
                key: "username",
@@ -594,10 +525,7 @@ export default function App()
                   localStorage.removeItem("accessToken");
                   removeCookie(SESSION_UUID_COOKIE_NAME, {path: "/"});
 
-                  //////////////////////////////////////////////////////
-                  // todo - this is auth0 logout... make more generic //
-                  //////////////////////////////////////////////////////
-                  logout();
+                  doLogout();
                   return;
                }
             }
@@ -605,7 +533,9 @@ export default function App()
       })();
    }, [needToLoadRoutes, isFullyAuthenticated]);
 
-   // Open sidenav when mouse enter on mini sidenav
+   ///////////////////////////////////////////////////
+   // Open sidenav when mouse enter on mini sidenav //
+   ///////////////////////////////////////////////////
    const handleOnMouseEnter = () =>
    {
       if (miniSidenav && !onMouseEnter)
@@ -615,7 +545,9 @@ export default function App()
       }
    };
 
-   // Close sidenav when mouse leave mini sidenav
+   /////////////////////////////////////////////////
+   // Close sidenav when mouse leave mini sidenav //
+   /////////////////////////////////////////////////
    const handleOnMouseLeave = () =>
    {
       if (onMouseEnter)
@@ -625,16 +557,14 @@ export default function App()
       }
    };
 
-   // Change the openConfigurator state
-   const handleConfiguratorOpen = () => setOpenConfigurator(dispatch, !openConfigurator);
-
-   // Setting the dir attribute for the body element
    useEffect(() =>
    {
       document.body.setAttribute("dir", direction);
    }, [direction]);
 
-   // Setting page scroll to 0 when changing the route
+   //////////////////////////////////////////////////////
+   // Setting page scroll to 0 when changing the route //
+   //////////////////////////////////////////////////////
    useEffect(() =>
    {
       document.documentElement.scrollTop = 0;
@@ -674,14 +604,14 @@ export default function App()
    const [dotMenuOpen, setDotMenuOpen] = useState(false);
    const [keyboardHelpOpen, setKeyboardHelpOpen] = useState(false);
    const [helpHelpActive] = useState(queryParams.has("helpHelp"));
-   const [userId, setUserId] = useState(user?.email);
+   const [userId, setUserId] = useState(loggedInUser?.email);
 
    useEffect(() =>
    {
-      setUserId(user?.email)
-   }, [user]);
+      setUserId(loggedInUser?.email);
+   }, [loggedInUser]);
+
 
-   
    const [googleAnalyticsUtils] = useState(new GoogleAnalyticsUtils());
 
    /*******************************************************************************
@@ -689,7 +619,16 @@ export default function App()
     *******************************************************************************/
    function recordAnalytics(model: AnalyticsModel)
    {
-      googleAnalyticsUtils.recordAnalytics(model)
+      googleAnalyticsUtils.recordAnalytics(model);
+   }
+
+   ///////////////////////////////////////////////////////////////////
+   // if any of the auth/session setup code determined that we need //
+   // to render something and return early - then do so here.       //
+   ///////////////////////////////////////////////////////////////////
+   if (earlyReturnForAuth)
+   {
+      return (earlyReturnForAuth);
    }
 
 
@@ -747,6 +686,7 @@ export default function App()
                   routes={sideNavRoutes}
                   onMouseEnter={handleOnMouseEnter}
                   onMouseLeave={handleOnMouseLeave}
+                  logout={doLogout}
                />
                <Routes>
                   <Route path="*" element={<Navigate to={defaultRoute} />} />

src/index.tsx

@@ -19,116 +19,97 @@
  * along with this program.  If not, see <https://www.gnu.org/licenses/>.
  */
 
-import {Auth0Provider} from "@auth0/auth0-react";
 import {QAuthenticationMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QAuthenticationMetaData";
-import React from "react";
-import {createRoot} from "react-dom/client";
-import {BrowserRouter, useNavigate, useSearchParams} from "react-router-dom";
 import App from "App";
 import "qqq/styles/qqq-override-styles.css";
 import "qqq/styles/globals.scss";
 import "qqq/styles/raycast.scss";
-import HandleAuthorizationError from "HandleAuthorizationError";
-import ProtectedRoute from "qqq/authorization/auth0/ProtectedRoute";
+import useAnonymousAuthenticationModule from "qqq/authorization/anonymous/useAnonymousAuthenticationModule";
+import useAuth0AuthenticationModule from "qqq/authorization/auth0/useAuth0AuthenticationModule";
+import useOAuth2AuthenticationModule from "qqq/authorization/oauth2/useOAuth2AuthenticationModule";
 import {MaterialUIControllerProvider} from "qqq/context";
 import Client from "qqq/utils/qqq/Client";
+import React from "react";
+import {createRoot} from "react-dom/client";
+import {BrowserRouter} from "react-router-dom";
+
 
 const qController = Client.getInstance();
 
-if(document.location.search && document.location.search.indexOf("clearAuthenticationMetaDataLocalStorage") > -1)
+if (document.location.search && document.location.search.indexOf("clearAuthenticationMetaDataLocalStorage") > -1)
 {
-   qController.clearAuthenticationMetaDataLocalStorage()
+   qController.clearAuthenticationMetaDataLocalStorage();
 }
 
-const authenticationMetaDataPromise: Promise<QAuthenticationMetaData> = qController.getAuthenticationMetaData()
+const authenticationMetaDataPromise: Promise<QAuthenticationMetaData> = qController.getAuthenticationMetaData();
 
 authenticationMetaDataPromise.then((authenticationMetaData) =>
 {
-   // @ts-ignore
-   function Auth0ProviderWithRedirectCallback({children, ...props})
-   {
-      const navigate = useNavigate();
-      const [searchParams] = useSearchParams();
 
-      // @ts-ignore
-      const onRedirectCallback = (appState) =>
-      {
-         navigate((appState && appState.returnTo) || window.location.pathname);
-      };
-      if (searchParams.get("error"))
-      {
-         return (
-            // @ts-ignore
-            <Auth0Provider {...props}>
-               <HandleAuthorizationError errorMessage={searchParams.get("error_description")} />
-            </Auth0Provider>
-         );
-      }
-      else
-      {
-         return (
-            // @ts-ignore
-            <Auth0Provider onRedirectCallback={onRedirectCallback} {...props}>
-               {children}
-            </Auth0Provider>
-         );
-      }
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function Auth0RouterBody()
+   {
+      const {renderAppWrapper} = useAuth0AuthenticationModule({});
+      return (renderAppWrapper(authenticationMetaData));
    }
 
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function OAuth2RouterBody()
+   {
+      const {renderAppWrapper} = useOAuth2AuthenticationModule({inOAuthContext: false});
+      return (renderAppWrapper(authenticationMetaData, (
+         <MaterialUIControllerProvider>
+            <App authenticationMetaData={authenticationMetaData} />
+         </MaterialUIControllerProvider>
+      )));
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function AnonymousRouterBody()
+   {
+      const {renderAppWrapper} = useAnonymousAuthenticationModule({});
+      return (renderAppWrapper(authenticationMetaData, (
+         <MaterialUIControllerProvider>
+            <App authenticationMetaData={authenticationMetaData} />
+         </MaterialUIControllerProvider>
+      )));
+   }
+
+
    const container = document.getElementById("root");
    const root = createRoot(container);
 
    if (authenticationMetaData.type === "AUTH_0")
    {
-      // @ts-ignore
-      let domain: string = authenticationMetaData.data.baseUrl;
-
-      // @ts-ignore
-      const clientId = authenticationMetaData.data.clientId;
-
-      // @ts-ignore
-      const audience = authenticationMetaData.data.audience;
-
-      if(!domain || !clientId)
-      {
-         root.render(
-            <div>Error:  AUTH0 authenticationMetaData is missing domain [{domain}] and/or clientId [{clientId}].</div>
-         );
-         return;
-      }
-
-      if(domain.endsWith("/"))
-      {
-         /////////////////////////////////////////////////////////////////////////////////////
-         // auth0 lib fails if we have a trailing slash.  be a bit more graceful than that. //
-         /////////////////////////////////////////////////////////////////////////////////////
-         domain = domain.replace(/\/$/, "");
-      }
-
-      root.render(
-         <BrowserRouter>
-            <Auth0ProviderWithRedirectCallback
-               domain={domain}
-               clientId={clientId}
-               audience={audience}
-               redirectUri={`${window.location.origin}/`}
-            >
-               <MaterialUIControllerProvider>
-                  <ProtectedRoute component={App} />
-               </MaterialUIControllerProvider>
-            </Auth0ProviderWithRedirectCallback>
-         </BrowserRouter>
-      );
+      root.render(<BrowserRouter>
+         <Auth0RouterBody />
+      </BrowserRouter>);
+   }
+   else if (authenticationMetaData.type === "OAUTH2")
+   {
+      root.render(<BrowserRouter>
+         <OAuth2RouterBody />
+      </BrowserRouter>);
+   }
+   else if (authenticationMetaData.type === "FULLY_ANONYMOUS" || authenticationMetaData.type === "MOCK")
+   {
+      root.render(<BrowserRouter>
+         <AnonymousRouterBody />
+      </BrowserRouter>);
    }
    else
    {
-      root.render(
-         <BrowserRouter>
-            <MaterialUIControllerProvider>
-               <App />
-            </MaterialUIControllerProvider>
-         </BrowserRouter>
-      );
+      root.render(<div>
+         Error: Unknown authenticationMetaData type: [{authenticationMetaData.type}].
+      </div>);
    }
 
-})
+});

src/qqq/authorization/anonymous/useAnonymousAuthenticationModule.tsx

@@ -0,0 +1,82 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  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 {QAuthenticationMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QAuthenticationMetaData";
+import {SESSION_UUID_COOKIE_NAME} from "App";
+import Client from "qqq/utils/qqq/Client";
+import {useCookies} from "react-cookie";
+import {Md5} from "ts-md5/dist/md5";
+
+const qController = Client.getInstance();
+
+interface Props
+{
+   setIsFullyAuthenticated?: (is: boolean) => void;
+   setLoggedInUser?: (user: any) => void;
+   setEarlyReturnForAuth?: (element: JSX.Element | null) => void;
+}
+
+/***************************************************************************
+ ** hook for working with the anonymous authentication module
+ ***************************************************************************/
+export default function useAnonymousAuthenticationModule({setIsFullyAuthenticated, setLoggedInUser, setEarlyReturnForAuth}: Props)
+{
+   const [cookies, setCookie, removeCookie] = useCookies([SESSION_UUID_COOKIE_NAME]);
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   const setupSession = async () =>
+   {
+      console.log("Generating random token...");
+      setIsFullyAuthenticated(true);
+      qController.setGotAuthentication();
+      setCookie(SESSION_UUID_COOKIE_NAME, Md5.hashStr(`${new Date()}`), {path: "/"});
+      console.log("Token generation complete.");
+   };
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   const logout = () =>
+   {
+      qController.clearAuthenticationMetaDataLocalStorage();
+      removeCookie(SESSION_UUID_COOKIE_NAME, {path: "/"});
+   };
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   const renderAppWrapper = (authenticationMetaData: QAuthenticationMetaData, children: JSX.Element): JSX.Element =>
+   {
+      return children;
+   };
+
+
+   return {
+      setupSession,
+      logout,
+      renderAppWrapper
+   };
+
+}

src/qqq/authorization/auth0/useAuth0AuthenticationModule.tsx

@@ -0,0 +1,252 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  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 {Auth0Provider, useAuth0} from "@auth0/auth0-react";
+import {QAuthenticationMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QAuthenticationMetaData";
+import App, {SESSION_UUID_COOKIE_NAME} from "App";
+import HandleAuthorizationError from "HandleAuthorizationError";
+import jwt_decode from "jwt-decode";
+import ProtectedRoute from "qqq/authorization/auth0/ProtectedRoute";
+import {MaterialUIControllerProvider} from "qqq/context";
+import Client from "qqq/utils/qqq/Client";
+import {useCookies} from "react-cookie";
+import {useNavigate, useSearchParams} from "react-router-dom";
+
+const qController = Client.getInstance();
+
+interface Props
+{
+   setIsFullyAuthenticated?: (is: boolean) => void;
+   setLoggedInUser?: (user: any) => void;
+   setEarlyReturnForAuth?: (element: JSX.Element | null) => void;
+}
+
+/***************************************************************************
+ ** hook for working with the Auth0 authentication module
+ ***************************************************************************/
+export default function useAuth0AuthenticationModule({setIsFullyAuthenticated, setLoggedInUser}: Props)
+{
+   const {user: auth0User, getAccessTokenSilently: auth0GetAccessTokenSilently, logout: useAuth0Logout} = useAuth0();
+
+   const [cookies, removeCookie] = useCookies([SESSION_UUID_COOKIE_NAME]);
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   const shouldStoreNewToken = (newToken: string, oldToken: string): boolean =>
+   {
+      if (!cookies[SESSION_UUID_COOKIE_NAME])
+      {
+         console.log("No session uuid cookie - so we should store a new one.");
+         return (true);
+      }
+
+      if (!oldToken)
+      {
+         console.log("No accessToken in localStorage - so we should store a new one.");
+         return (true);
+      }
+
+      try
+      {
+         const oldJSON: any = jwt_decode(oldToken);
+         const newJSON: any = jwt_decode(newToken);
+
+         ////////////////////////////////////////////////////////////////////////////////////
+         // 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()))
+         {
+            console.log("Access token in local storage was expired - so we should store a new one.");
+            return (true);
+         }
+
+         ////////////////////////////////////////////////////////////////////////////////////////////////
+         // 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["iat"];
+         delete oldJSON["exp"];
+         delete oldJSON["iat"];
+
+         const different = JSON.stringify(newJSON) !== JSON.stringify(oldJSON);
+         if (different)
+         {
+            console.log("Latest access token from auth0 has changed vs localStorage - so we should store a new one.");
+         }
+         return (different);
+      }
+      catch (e)
+      {
+         console.log("Caught in shouldStoreNewToken: " + e);
+      }
+
+      return (true);
+   };
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   const setupSession = async () =>
+   {
+      try
+      {
+         console.log("Loading token from auth0...");
+         const accessToken = await auth0GetAccessTokenSilently();
+
+         const lsAccessToken = localStorage.getItem("accessToken");
+         if (shouldStoreNewToken(accessToken, lsAccessToken))
+         {
+            console.log("Sending accessToken to backend, requesting a sessionUUID...");
+            const {uuid: values} = await qController.manageSession(accessToken, null);
+
+            localStorage.setItem("accessToken", accessToken);
+            localStorage.setItem("sessionValues", JSON.stringify(values));
+            console.log("Got new sessionUUID from backend, and stored new accessToken");
+         }
+         else
+         {
+            console.log("Using existing sessionUUID cookie");
+         }
+
+         setIsFullyAuthenticated(true);
+         qController.setGotAuthentication();
+
+         setLoggedInUser(auth0User);
+         console.log("Token load complete.");
+      }
+      catch (e)
+      {
+         console.log(`Error loading token: ${JSON.stringify(e)}`);
+         qController.clearAuthenticationMetaDataLocalStorage();
+         localStorage.removeItem("accessToken");
+         removeCookie(SESSION_UUID_COOKIE_NAME, {path: "/"});
+         useAuth0Logout();
+         return;
+      }
+   };
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   const logout = () =>
+   {
+      useAuth0Logout({returnTo: window.location.origin});
+   };
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   // @ts-ignore
+   function Auth0ProviderWithRedirectCallback({children, ...props})
+   {
+      const navigate = useNavigate();
+      const [searchParams] = useSearchParams();
+
+      // @ts-ignore
+      const onRedirectCallback = (appState) =>
+      {
+         navigate((appState && appState.returnTo) || window.location.pathname);
+      };
+      if (searchParams.get("error"))
+      {
+         return (
+            // @ts-ignore
+            <Auth0Provider {...props}>
+               <HandleAuthorizationError errorMessage={searchParams.get("error_description")} />
+            </Auth0Provider>
+         );
+      }
+      else
+      {
+         return (
+            // @ts-ignore
+            <Auth0Provider onRedirectCallback={onRedirectCallback} {...props}>
+               {children}
+            </Auth0Provider>
+         );
+      }
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   const renderAppWrapper = (authenticationMetaData: QAuthenticationMetaData): JSX.Element =>
+   {
+      // @ts-ignore
+      let domain: string = authenticationMetaData.data.baseUrl;
+
+      // @ts-ignore
+      const clientId = authenticationMetaData.data.clientId;
+
+      // @ts-ignore
+      const audience = authenticationMetaData.data.audience;
+
+      if (!domain || !clientId)
+      {
+         return (
+            <div>Error: AUTH0 authenticationMetaData is missing baseUrl [{domain}] and/or clientId [{clientId}].</div>
+         );
+      }
+
+      if (domain.endsWith("/"))
+      {
+         /////////////////////////////////////////////////////////////////////////////////////
+         // auth0 lib fails if we have a trailing slash.  be a bit more graceful than that. //
+         /////////////////////////////////////////////////////////////////////////////////////
+         domain = domain.replace(/\/$/, "");
+      }
+
+      /***************************************************************************
+       ** simple Functional Component to wrap the <App> and pass the authentication-
+       ** MetaData prop in, so a simple Component can be passed into ProtectedRoute
+       ***************************************************************************/
+      function WrappedApp()
+      {
+         return <App authenticationMetaData={authenticationMetaData} />
+      }
+
+      return (
+         <Auth0ProviderWithRedirectCallback
+            domain={domain}
+            clientId={clientId}
+            audience={audience}
+            redirectUri={`${window.location.origin}/`}>
+            <MaterialUIControllerProvider>
+               <ProtectedRoute component={WrappedApp} />
+            </MaterialUIControllerProvider>
+         </Auth0ProviderWithRedirectCallback>
+      );
+   };
+
+
+   return {
+      setupSession,
+      logout,
+      renderAppWrapper
+   };
+
+}

src/qqq/authorization/oauth2/useOAuth2AuthenticationModule.tsx

@@ -0,0 +1,188 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  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 {QAuthenticationMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QAuthenticationMetaData";
+import {SESSION_UUID_COOKIE_NAME} from "App";
+import Client from "qqq/utils/qqq/Client";
+import {useCookies} from "react-cookie";
+import {AuthContextProps, AuthProvider, useAuth} from "react-oidc-context";
+import {useNavigate, useSearchParams} from "react-router-dom";
+
+const qController = Client.getInstance();
+
+interface Props
+{
+   setIsFullyAuthenticated?: (is: boolean) => void;
+   setLoggedInUser?: (user: any) => void;
+   setEarlyReturnForAuth?: (element: JSX.Element | null) => void;
+   inOAuthContext: boolean;
+}
+
+/***************************************************************************
+ ** hook for working with the OAuth2  authentication module
+ ***************************************************************************/
+export default function useOAuth2AuthenticationModule({setIsFullyAuthenticated, setLoggedInUser, setEarlyReturnForAuth, inOAuthContext}: Props)
+{
+   ///////////////////////////////////////////////////////////////////////////////////////
+   // the useAuth hook should only be called if we're inside the <AuthProvider> element //
+   // so on the page that uses this hook to call renderAppWrapper, we aren't in that    //
+   // element/context, thus, don't call that hook.                                      //
+   ///////////////////////////////////////////////////////////////////////////////////////
+   const authOidc: AuthContextProps | null = inOAuthContext ? useAuth() : null;
+
+   const [cookies, removeCookie] = useCookies([SESSION_UUID_COOKIE_NAME]);
+   const [searchParams] = useSearchParams();
+   const navigate = useNavigate();
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   const setupSession = async () =>
+   {
+      try
+      {
+         const preSigninRedirectPathnameKey = "oauth2.preSigninRedirect.pathname";
+         if (window.location.pathname == "/token")
+         {
+            ///////////////////////////////////////////////////////////////////////////
+            // if we're at a path of /token, get code & state params, look up values //
+            // from that state in local storage, and make a post to the backend to   //
+            // with these values - which will itself talk to the identity provider   //
+            // to get an access token, and ultimately a session.                     //
+            ///////////////////////////////////////////////////////////////////////////
+            const code = searchParams.get("code");
+            const state = searchParams.get("state");
+            const oidcString = localStorage.getItem(`oidc.${state}`);
+            if (oidcString)
+            {
+               const oidcObject = JSON.parse(oidcString) as { [name: string]: any };
+               console.log(oidcObject);
+               const manageSessionRequestBody = {code: code, codeVerifier: oidcObject.code_verifier, redirectUri: oidcObject.redirect_uri};
+               const {uuid: newSessionUuid, values} = await qController.manageSession(null, null, manageSessionRequestBody);
+               console.log(`we have new session UUID: ${newSessionUuid}`);
+
+               setIsFullyAuthenticated(true);
+               qController.setGotAuthentication();
+
+               setLoggedInUser(values?.user);
+               console.log("Token load complete.");
+
+               const preSigninRedirectPathname = localStorage.getItem(preSigninRedirectPathnameKey);
+               localStorage.removeItem(preSigninRedirectPathname);
+               navigate(preSigninRedirectPathname ?? "/", {replace: true});
+            }
+            else
+            {
+               ////////////////////////////////////////////
+               // if unrecognized state, render an error //
+               ////////////////////////////////////////////
+               setEarlyReturnForAuth(<div>Login error:  Unrecognized state.  Refresh to try again.</div>);
+            }
+         }
+         else
+         {
+            //////////////////////////////////////////////////////////////////////////
+            // if we have a sessionUUID cookie, try to validate it with the backend //
+            //////////////////////////////////////////////////////////////////////////
+            const sessionUuid = cookies[SESSION_UUID_COOKIE_NAME];
+            if (sessionUuid)
+            {
+               console.log(`we have session UUID: ${sessionUuid} - validating it...`);
+               const {values} = await qController.manageSession(null, sessionUuid, null);
+
+               setIsFullyAuthenticated(true);
+               qController.setGotAuthentication();
+
+               setLoggedInUser(values?.user);
+               console.log("Token load complete.");
+            }
+            else
+            {
+               /////////////////////////////////////////////////////////////////////////////////////////////////
+               // else no cookie, and not a token url, we need to redirect to the provider's login page       //
+               // capture the path the user was trying to access in local storage, to redirect back to later. //
+               /////////////////////////////////////////////////////////////////////////////////////////////////
+               console.log("Loading token from OAuth2 provider...");
+               console.log(authOidc);
+               localStorage.setItem(preSigninRedirectPathnameKey, window.location.pathname);
+               setEarlyReturnForAuth(<div>Signing in...</div>);
+               authOidc?.signinRedirect();
+            }
+         }
+      }
+      catch (e)
+      {
+         console.log(`Error loading token: ${JSON.stringify(e)}`);
+         logout();
+         return;
+      }
+   };
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   const logout = () =>
+   {
+      qController.clearAuthenticationMetaDataLocalStorage();
+      removeCookie(SESSION_UUID_COOKIE_NAME, {path: "/"});
+      authOidc?.signoutRedirect();
+   };
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   const renderAppWrapper = (authenticationMetaData: QAuthenticationMetaData, children: JSX.Element): JSX.Element =>
+   {
+      const authority: string = authenticationMetaData.data.baseUrl;
+      const clientId = authenticationMetaData.data.clientId;
+
+      if (!authority || !clientId)
+      {
+         return (
+            <div>Error: OAuth2 authenticationMetaData is missing baseUrl [{authority}] and/or clientId [{clientId}].</div>
+         );
+      }
+
+      const oidcConfig =
+         {
+            authority: authority,
+            client_id: clientId,
+            redirect_uri: `${window.location.origin}/token`,
+            response_type: "code",
+            scope: "openid profile email offline_access",
+         };
+
+      return (<AuthProvider {...oidcConfig}>
+         {children}
+      </AuthProvider>
+      );
+   };
+
+
+   return {
+      setupSession,
+      logout,
+      renderAppWrapper
+   };
+
+}

src/qqq/components/buttons/AuthenticationButton.tsx

@@ -1,38 +0,0 @@
-/*
- * 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 {useAuth0} from "@auth0/auth0-react";
-import {Button} from "@mui/material";
-import React from "react";
-
-function AuthenticationButton()
-{
-   const {loginWithRedirect, logout, isAuthenticated} = useAuth0();
-
-   if (isAuthenticated)
-   {
-      return <Button onClick={() => logout({returnTo: window.location.origin})}>Log Out</Button>;
-   }
-
-   return <Button onClick={() => loginWithRedirect()}>Log In</Button>;
-}
-
-export default AuthenticationButton;

src/qqq/components/forms/ChipTextField.tsx

@@ -23,8 +23,10 @@ import {Chip} from "@mui/material";
 import TextField from "@mui/material/TextField";
 import {makeStyles} from "@mui/styles";
 import Downshift from "downshift";
+import {debounce} from "lodash";
 import {arrayOf, func, string} from "prop-types";
-import React, {useEffect, useState} from "react";
+import Client from "qqq/utils/qqq/Client";
+import React, {useEffect, useRef, useState} from "react";
 
 const useStyles = makeStyles((theme: any) => ({
    chip: {
@@ -34,21 +36,107 @@ const useStyles = makeStyles((theme: any) => ({
 
 function ChipTextField({...props})
 {
+   const qController = Client.getInstance();
    const classes = useStyles();
-   const {handleChipChange, label, chipType, disabled, placeholder, chipData, multiline, rows, ...other} = props;
+   const {table, field, handleChipChange, label, chipType, disabled, placeholder, chipData, multiline, rows, ...other} = props;
    const [inputValue, setInputValue] = useState("");
    const [chips, setChips] = useState([]);
+   const [chipColors, setChipColors] = useState([]);
+   const [chipValidity, setChipValidity] = useState([] as boolean[]);
+   const [chipPVSIds, setChipPVSIds] = useState([] as any[]);
+   const [isMakingRequest, setIsMakingRequest] = useState(false);
 
+   ////////////////////////////////////////////////////////////////////
+   // these refs are used for the async api call for possible values //
+   ////////////////////////////////////////////////////////////////////
+   const chipsRef = useRef<string[]>([]);
+
+   /////////////////////////////////////////////////////////////////////////////////////////////
+   // use debounce library to not flood server as user types, wait a second before requesting //
+   /////////////////////////////////////////////////////////////////////////////////////////////
+   async function fetchPVSLabelsAndColorChips()
+   {
+      //////////////////////////////////////////////////////////
+      // make a request for the possible value labels (chips) //
+      //////////////////////////////////////////////////////////
+      setIsMakingRequest(true);
+      const currentChips = chipsRef.current;
+      setChipColors([]);
+
+      ///////////////////////////////////////////////////////////////////////////////
+      // Determine chip colors based on whether each chip value appears in results //
+      ///////////////////////////////////////////////////////////////////////////////
+      const newChipColors = [] as string[];
+      const chipValidity = [] as boolean[];
+      const chipPVSIds = [] as any[];
+
+      ////////////////////////////////////////////////////////////////////////////
+      // make the request for all 'chips' with pagination to handle large sizes //
+      ////////////////////////////////////////////////////////////////////////////
+      const BATCH_SIZE = 250;
+      for (let i = 0; i < currentChips.length; i += BATCH_SIZE)
+      {
+         const batch = currentChips.slice(i, i + BATCH_SIZE);
+         const page = await qController.possibleValues(
+            table.name,
+            null,
+            field.name,
+            "",
+            null,
+            batch
+         );
+         for (let j = 0; j < batch.length; j++)
+         {
+            let found = false;
+            for (let k = 0; k < page.length; k++)
+            {
+               const result = page[k];
+               if (result.label.toLowerCase() === batch[j].toLowerCase())
+               {
+                  chipPVSIds.push(result.id);
+                  newChipColors.push("info");
+                  chipValidity.push(true);
+                  found = true;
+                  break;
+               }
+            }
+
+            if (!found)
+            {
+               chipPVSIds.push(null);
+               chipValidity.push(false);
+               newChipColors.push("error");
+            }
+         }
+      }
+
+      setChipPVSIds(chipPVSIds);
+      setChipColors(newChipColors);
+      setChipValidity(chipValidity);
+      setIsMakingRequest(false);
+   }
+
+   const debouncedApiCall = useRef(debounce(fetchPVSLabelsAndColorChips, 500)).current;
 
    useEffect(() =>
    {
       setChips(chipData);
-   }, [chipData]);
+      chipsRef.current = chipData;
+      determineChipColors();
+
+      if (chipType !== "pvs")
+      {
+         const currentChipValidity = chips.map((chip, i) =>
+            (chipType !== "number" || !Number.isNaN(Number(chips[i])))
+         );
+         setChipValidity(currentChipValidity);
+      }
+   }, [JSON.stringify(chipData), chips]);
 
    useEffect(() =>
    {
-      handleChipChange(chips);
-   }, [chips, handleChipChange]);
+      handleChipChange(isMakingRequest, chipValidity, chipPVSIds);
+   }, [chipValidity, chipPVSIds, isMakingRequest]);
 
    function handleKeyDown(event: any)
    {
@@ -64,13 +152,16 @@ function ChipTextField({...props})
             setInputValue("");
             return;
          }
-         if (!event.target.value.replace(/\s/g, "").length) return;
+         if (!event.target.value.replace(/\s/g, "").length)
+         {
+            return;
+         }
 
+         setInputValue("");
          newChipList.push(event.target.value.trim());
          setChips(newChipList);
-         setInputValue("");
       }
-      else if (chips.length && !inputValue.length && event.key === "Backspace" )
+      else if (chips.length && !inputValue.length && event.key === "Backspace")
       {
          setChips(chips.slice(0, chips.length - 1));
       }
@@ -87,18 +178,26 @@ function ChipTextField({...props})
       setChips(newChipList);
    }
 
-   const handleDelete = (item: any) => () =>
-   {
-      const newChipList = [...chips];
-      newChipList.splice(newChipList.indexOf(item), 1);
-      setChips(newChipList);
-   };
-
    function handleInputChange(event: { target: { value: React.SetStateAction<string>; }; })
    {
       setInputValue(event.target.value);
    }
 
+   function determineChipColors(): any
+   {
+      if (chipType === "pvs")
+      {
+         debouncedApiCall();
+      }
+      else
+      {
+         const newChipColors = chips.map((chip, i) =>
+            (chipType !== "number" || !Number.isNaN(Number(chips[i]))) ? "info" : "error"
+         );
+         setChipColors(newChipColors);
+      }
+   }
+
 
    return (
       <React.Fragment>
@@ -116,7 +215,7 @@ function ChipTextField({...props})
                });
                // @ts-ignore
                return (
-                  <div id="chip-text-field-container" style={{flexWrap: "wrap", display:"flex"}}>
+                  <div id="chip-text-field-container" style={{flexWrap: "wrap", display: "flex"}}>
                      <TextField
                         sx={{width: "99%"}}
                         disabled={disabled}
@@ -125,16 +224,16 @@ function ChipTextField({...props})
                            startAdornment:
                               <div style={{overflowY: "auto", overflowX: "hidden", margin: "-10px", width: "calc(100% + 20px)", padding: "10px", marginBottom: "-20px", height: "calc(100% + 10px)"}}>
                                  {
-                                    chips.map((item, i) => (
+                                    chips.map((item, index) => (
                                        <Chip
-                                          color={(chipType !== "number" || ! Number.isNaN(Number(item))) ? "info" : "error"}
-                                          key={`${item}-${i}`}
+                                          onChange={determineChipColors}
+                                          color={chipColors[index]}
+                                          key={`${item}-${index}`}
                                           variant="outlined"
                                           tabIndex={-1}
                                           label={item}
                                           className={classes.chip}
                                        />
-
                                     ))
                                  }
                               </div>,
@@ -158,6 +257,7 @@ function ChipTextField({...props})
       </React.Fragment>
    );
 }
+
 ChipTextField.defaultProps = {
    chipData: []
 };
@@ -166,4 +266,4 @@ ChipTextField.propTypes = {
    chipData: arrayOf(string)
 };
 
-export default ChipTextField
+export default ChipTextField;

src/qqq/components/forms/DynamicFormField.tsx

@@ -20,17 +20,18 @@
  */
 
 import {QPossibleValue} from "@kingsrook/qqq-frontend-core/lib/model/QPossibleValue";
-import {Box, InputAdornment, InputLabel} from "@mui/material";
+import {InputAdornment, InputLabel} from "@mui/material";
+import Box from "@mui/material/Box";
 import Switch from "@mui/material/Switch";
 import {ErrorMessage, Field, useFormikContext} from "formik";
-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 DynamicFormUtils from "qqq/components/forms/DynamicFormUtils";
+import DynamicSelect from "qqq/components/forms/DynamicSelect";
 import MDInput from "qqq/components/legacy/MDInput";
 import MDTypography from "qqq/components/legacy/MDTypography";
+import React, {useMemo, useState} from "react";
+import AceEditor from "react-ace";
 import {flushSync} from "react-dom";
 
 // Declaring props types for FormField
@@ -83,10 +84,10 @@ function QDynamicFormField({
 
    if (placeholder)
    {
-      inputProps.placeholder = placeholder
+      inputProps.placeholder = placeholder;
    }
 
-   if(backgroundColor)
+   if (backgroundColor)
    {
       inputProps.sx = {
          "&.MuiInputBase-root": {
@@ -124,7 +125,7 @@ function QDynamicFormField({
    {
       onChange.onChange = (e: any) =>
       {
-         if(isToUpperCase || isToLowerCase)
+         if (isToUpperCase || isToLowerCase)
          {
             const beforeStart = e.target.selectionStart;
             const beforeEnd = e.target.selectionEnd;
@@ -141,7 +142,7 @@ function QDynamicFormField({
                   newValue = newValue.toLowerCase();
                }
                setFieldValue(name, newValue);
-               if(onChangeCallback)
+               if (onChangeCallback)
                {
                   onChangeCallback(newValue);
                }
@@ -153,7 +154,7 @@ function QDynamicFormField({
                input.setSelectionRange(beforeStart, beforeEnd);
             }
          }
-         else if(onChangeCallback)
+         else if (onChangeCallback)
          {
             onChangeCallback(e.currentTarget.value);
          }
@@ -165,15 +166,15 @@ function QDynamicFormField({
     ***************************************************************************/
    function dynamicSelectOnChange(newValue?: QPossibleValue)
    {
-      if(onChangeCallback)
+      if (onChangeCallback)
       {
-         onChangeCallback(newValue == null ? null : newValue.id)
+         onChangeCallback(newValue == null ? null : newValue.id);
       }
    }
 
    let field;
    let getsBulkEditHtmlLabel = true;
-   if(formFieldObject.possibleValueProps)
+   if (formFieldObject.possibleValueProps)
    {
       field = (<DynamicSelect
          name={name}
@@ -186,7 +187,7 @@ function QDynamicFormField({
          onChange={dynamicSelectOnChange}
          // otherValues={otherValuesMap}
          useCase="form"
-      />)
+      />);
    }
    else if (type === "checkbox")
    {
@@ -220,7 +221,7 @@ function QDynamicFormField({
                onChange={(value: string, event: any) =>
                {
                   setFieldValue(name, value, false);
-                  if(onChangeCallback)
+                  if (onChangeCallback)
                   {
                      onChangeCallback(value);
                   }

src/qqq/components/forms/DynamicSelect.tsx

@@ -174,7 +174,7 @@ function DynamicSelect({fieldPossibleValueProps, overrideId, name, fieldLabel, i
    const filterInlinePossibleValues = (searchTerm: string, possibleValues: QPossibleValue[]): QPossibleValue[] =>
    {
       return possibleValues.filter(pv => pv.label?.toLowerCase().startsWith(searchTerm));
-   }
+   };
 
 
    /***************************************************************************
@@ -182,15 +182,15 @@ function DynamicSelect({fieldPossibleValueProps, overrideId, name, fieldLabel, i
     ***************************************************************************/
    const loadResults = async (): Promise<QPossibleValue[]> =>
    {
-      if(possibleValues)
+      if (possibleValues)
       {
-         return filterInlinePossibleValues(searchTerm, possibleValues)
+         return filterInlinePossibleValues(searchTerm, possibleValues);
       }
       else
       {
-         return await qController.possibleValues(tableName, processName, possibleValueSourceName ?? fieldName, searchTerm ?? "", null, otherValues, useCase);
+         return await qController.possibleValues(tableName, processName, possibleValueSourceName ?? fieldName, searchTerm ?? "", null, null, otherValues, useCase);
       }
-   }
+   };
 
 
    /***************************************************************************

src/qqq/components/forms/EntityForm.tsx

@@ -184,9 +184,9 @@ function EntityForm(props: Props): JSX.Element
       ///////////////////////////////////////////////////////////////////////////////////////
       // copy values from specified fields in the parent record down into the child record //
       ///////////////////////////////////////////////////////////////////////////////////////
-      if(widgetData.defaultValuesForNewChildRecordsFromParentFields)
+      if (widgetData.defaultValuesForNewChildRecordsFromParentFields)
       {
-         for(let childField in widgetData.defaultValuesForNewChildRecordsFromParentFields)
+         for (let childField in widgetData.defaultValuesForNewChildRecordsFromParentFields)
          {
             const parentField = widgetData.defaultValuesForNewChildRecordsFromParentFields[childField];
             defaultValues[childField] = formValues[parentField];
@@ -278,21 +278,21 @@ function EntityForm(props: Props): JSX.Element
       ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////
       // build a map of display values for the new record, specifically, for any possible-values that need translated. //
       ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////
-      const displayValues: {[fieldName: string]: string} = {};
-      if(childTableName && values)
+      const displayValues: { [fieldName: string]: string } = {};
+      if (childTableName && values)
       {
          ///////////////////////////////////////////////////////////////////////////////////////////////////////
          // this function internally memoizes, so, we could potentially avoid an await here, but, seems ok... //
          ///////////////////////////////////////////////////////////////////////////////////////////////////////
-         const childTableMetaData = await qController.loadTableMetaData(childTableName)
+         const childTableMetaData = await qController.loadTableMetaData(childTableName);
          for (let key in values)
          {
             const value = values[key];
             const field = childTableMetaData.fields.get(key);
-            if(field.possibleValueSourceName)
+            if (field.possibleValueSourceName)
             {
-               const possibleValues = await qController.possibleValues(childTableName, null, field.name, null, [value], objectToMap(values), "form")
-               if(possibleValues && possibleValues.length > 0)
+               const possibleValues = await qController.possibleValues(childTableName, null, field.name, null, [value], null, objectToMap(values), "form");
+               if (possibleValues && possibleValues.length > 0)
                {
                   displayValues[key] = possibleValues[0].label;
                }
@@ -516,13 +516,12 @@ function EntityForm(props: Props): JSX.Element
    }
 
 
-
    /***************************************************************************
     **
     ***************************************************************************/
    function objectToMap(object: { [key: string]: any }): Map<string, any>
    {
-      if(object == null)
+      if (object == null)
       {
          return (null);
       }
@@ -532,7 +531,7 @@ function EntityForm(props: Props): JSX.Element
       {
          rs.set(key, object[key]);
       }
-      return rs
+      return rs;
    }
 
 
@@ -667,7 +666,7 @@ function EntityForm(props: Props): JSX.Element
                   const defaultValue = (defaultValues && defaultValues[fieldName]) ? defaultValues[fieldName] : fieldMetaData.defaultValue;
                   if (defaultValue && fieldMetaData.possibleValueSourceName)
                   {
-                     const results: QPossibleValue[] = await qController.possibleValues(tableName, null, fieldName, null, [initialValues[fieldName]], objectToMap(initialValues), "form");
+                     const results: QPossibleValue[] = await qController.possibleValues(tableName, null, fieldName, null, [initialValues[fieldName]], null, objectToMap(initialValues), "form");
                      if (results && results.length > 0)
                      {
                         defaultDisplayValues.set(fieldName, results[0].label);

src/qqq/components/horseshoe/sidenav/SideNav.tsx

@@ -20,14 +20,12 @@
  */
 
 import {QBrandingMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QBrandingMetaData";
+import {Button} from "@mui/material";
 import Box from "@mui/material/Box";
 import Divider from "@mui/material/Divider";
 import Icon from "@mui/material/Icon";
 import Link from "@mui/material/Link";
 import List from "@mui/material/List";
-import {ReactNode, useEffect, useReducer, useState} from "react";
-import {NavLink, useLocation} from "react-router-dom";
-import AuthenticationButton from "qqq/components/buttons/AuthenticationButton";
 import SideNavCollapse from "qqq/components/horseshoe/sidenav/SideNavCollapse";
 import SideNavItem from "qqq/components/horseshoe/sidenav/SideNavItem";
 import SideNavList from "qqq/components/horseshoe/sidenav/SideNavList";
@@ -36,6 +34,8 @@ import sidenavLogoLabel from "qqq/components/horseshoe/sidenav/styles/SideNav";
 import MDTypography from "qqq/components/legacy/MDTypography";
 import {getBannerClassName, getBannerStyles, getBanner, makeBannerContent} from "qqq/components/misc/Banners";
 import {setMiniSidenav, setTransparentSidenav, setWhiteSidenav, useMaterialUIController,} from "qqq/context";
+import {ReactNode, useEffect, useReducer, useState} from "react";
+import {NavLink, useLocation} from "react-router-dom";
 
 
 interface Props
@@ -45,6 +45,7 @@ interface Props
    logo?: string;
    appName?: string;
    branding?: QBrandingMetaData;
+   logout: () => void;
    routes: {
       [key: string]:
          | ReactNode
@@ -67,7 +68,7 @@ interface Props
    [key: string]: any;
 }
 
-function Sidenav({color, icon, logo, appName, branding, routes, ...rest}: Props): JSX.Element
+function Sidenav({color, icon, logo, appName, branding, routes, logout, ...rest}: Props): JSX.Element
 {
    const [openCollapse, setOpenCollapse] = useState<boolean | string>(false);
    const [openNestedCollapse, setOpenNestedCollapse] = useState<boolean | string>(false);
@@ -258,7 +259,7 @@ function Sidenav({color, icon, logo, appName, branding, routes, ...rest}: Props)
                      active={key === collapseName}
                      open={openCollapse === key}
                      noCollapse={noCollapse}
-                     onClick={() => (! noCollapse ? (openCollapse === key ? setOpenCollapse(false) : setOpenCollapse(key)) : null) }
+                     onClick={() => (!noCollapse ? (openCollapse === key ? setOpenCollapse(false) : setOpenCollapse(key)) : null)}
                   >
                      {collapse ? renderCollapse(collapse) : null}
                   </SideNavCollapse>
@@ -370,7 +371,7 @@ function Sidenav({color, icon, logo, appName, branding, routes, ...rest}: Props)
                (darkMode && !transparentSidenav && whiteSidenav)
             }
          />
-         <AuthenticationButton />
+         <Button onClick={logout}>Log Out</Button>
       </SidenavRoot>
    );
 }

src/qqq/components/misc/GotoRecordDialog.tsx

@@ -207,7 +207,7 @@ function GotoRecordDialog(props: Props): JSX.Element
       const queryStringParts: string[] = [];
       options[optionIndex].forEach((field) =>
       {
-         if (field.type == QFieldType.STRING && !values[field.name][0])
+         if (field.type == QFieldType.STRING && !values[field.name])
          {
             return;
          }

src/qqq/components/misc/SavedBulkLoadProfiles.tsx

@@ -59,7 +59,8 @@ interface Props
    bulkLoadProfileOnChangeCallback?: (record: QRecord | null) => void,
    allowSelectingProfile?: boolean,
    fileDescription?: FileDescription,
-   bulkLoadProfileResetToSuggestedMappingCallback?: () => void
+   bulkLoadProfileResetToSuggestedMappingCallback?: () => void,
+   isBulkEdit?: boolean;
 }
 
 SavedBulkLoadProfiles.defaultProps = {
@@ -72,7 +73,7 @@ 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
+function SavedBulkLoadProfiles({metaData, tableMetaData, tableStructure, currentSavedBulkLoadProfileRecord, bulkLoadProfileOnChangeCallback, currentMapping, allowSelectingProfile, fileDescription, bulkLoadProfileResetToSuggestedMappingCallback, isBulkEdit}: Props): JSX.Element
 {
    const [yourSavedBulkLoadProfiles, setYourSavedBulkLoadProfiles] = useState([] as QRecord[]);
    const [bulkLoadProfilesSharedWithYou, setBulkLoadProfilesSharedWithYou] = useState([] as QRecord[]);
@@ -142,6 +143,7 @@ function SavedBulkLoadProfiles({metaData, tableMetaData, tableStructure, current
 
       const formData = new FormData();
       formData.append("tableName", tableMetaData.name);
+      formData.append("isBulkEdit", isBulkEdit.toString());
 
       const savedBulkLoadProfiles = await makeSavedBulkLoadProfileRequest("querySavedBulkLoadProfile", formData);
       const yourSavedBulkLoadProfiles: QRecord[] = [];
@@ -212,7 +214,7 @@ function SavedBulkLoadProfiles({metaData, tableMetaData, tableStructure, current
             break;
          case RESET_TO_SUGGESTION:
             setSavePopupOpen(false);
-            if(bulkLoadProfileResetToSuggestedMappingCallback)
+            if (bulkLoadProfileResetToSuggestedMappingCallback)
             {
                bulkLoadProfileResetToSuggestedMappingCallback();
             }
@@ -265,6 +267,7 @@ function SavedBulkLoadProfiles({metaData, tableMetaData, tableStructure, current
             const bulkLoadProfile = currentMapping.toProfile();
             const mappingJson = JSON.stringify(bulkLoadProfile.profile);
             formData.append("mappingJson", mappingJson);
+            formData.append("isBulkEdit", isBulkEdit.toString());
 
             if (isSaveAsAction || isRenameAction || currentSavedBulkLoadProfileRecord == null)
             {
@@ -389,6 +392,7 @@ function SavedBulkLoadProfiles({metaData, tableMetaData, tableStructure, current
       return (savedBulkLoadProfiles);
    }
 
+   const bulkAction = isBulkEdit ? "Edit" : "Load";
    const hasStorePermission = metaData?.processes.has("storeSavedBulkLoadProfile");
    const hasDeletePermission = metaData?.processes.has("deleteSavedBulkLoadProfile");
    const hasQueryPermission = metaData?.processes.has("querySavedBulkLoadProfile");
@@ -428,15 +432,15 @@ function SavedBulkLoadProfiles({metaData, tableMetaData, tableStructure, current
          PaperProps={{style: {maxHeight: "calc(100vh - 200px)", minWidth: menuWidth}}}
       >
          {
-            <MenuItem sx={{width: menuWidth}} disabled style={{opacity: "initial"}}><b>Bulk Load Profile Actions</b></MenuItem>
+            <MenuItem sx={{width: menuWidth}} disabled style={{opacity: "initial"}}><b>Bulk {bulkAction} 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>
+                     <span>You are using the bulk {bulkAction.toLowerCase()} 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 {bulkAction.toLowerCase()} profile.<br /><br />You can save your profile on this screen.</span>
                }
             </MenuItem>
          }
@@ -456,7 +460,7 @@ function SavedBulkLoadProfiles({metaData, tableMetaData, tableStructure, current
          }
          {
             hasStorePermission && currentSavedBulkLoadProfileRecord != null &&
-            <Tooltip {...menuTooltipAttribs} title={notOwnerTooltipText ?? "Change the name for this saved bulk load profile."}>
+            <Tooltip {...menuTooltipAttribs} title={notOwnerTooltipText ?? "Change the name for this saved bulk {bulkAction.toLowerCase()} profile."}>
                <span>
                   <MenuItem disabled={currentSavedBulkLoadProfileRecord === null || disabledBecauseNotOwner} onClick={() => handleDropdownOptionClick(RENAME_OPTION)}>
                      <ListItemIcon><Icon>edit</Icon></ListItemIcon>
@@ -467,7 +471,7 @@ function SavedBulkLoadProfiles({metaData, tableMetaData, tableStructure, current
          }
          {
             hasStorePermission && currentSavedBulkLoadProfileRecord != null &&
-            <Tooltip {...menuTooltipAttribs} title="Save a new copy this bulk load profile, with a different name, separate from the original.">
+            <Tooltip {...menuTooltipAttribs} title="Save a new copy this bulk {bulkAction.toLowerCase()} profile, with a different name, separate from the original.">
                <span>
                   <MenuItem disabled={currentSavedBulkLoadProfileRecord === null} onClick={() => handleDropdownOptionClick(DUPLICATE_OPTION)}>
                      <ListItemIcon><Icon>content_copy</Icon></ListItemIcon>
@@ -478,7 +482,7 @@ function SavedBulkLoadProfiles({metaData, tableMetaData, tableStructure, current
          }
          {
             hasDeletePermission && currentSavedBulkLoadProfileRecord != null &&
-            <Tooltip {...menuTooltipAttribs} title={notOwnerTooltipText ?? "Delete this saved bulk load profile."}>
+            <Tooltip {...menuTooltipAttribs} title={notOwnerTooltipText ?? "Delete this saved bulk {bulkAction.toLowerCase()} profile."}>
                <span>
                   <MenuItem disabled={currentSavedBulkLoadProfileRecord === null || disabledBecauseNotOwner} onClick={() => handleDropdownOptionClick(DELETE_OPTION)}>
                      <ListItemIcon><Icon>delete</Icon></ListItemIcon>
@@ -489,11 +493,11 @@ function SavedBulkLoadProfiles({metaData, tableMetaData, tableStructure, current
          }
          {
             allowSelectingProfile &&
-            <Tooltip {...menuTooltipAttribs} title="Create a new blank bulk load profile for this table, removing all mappings.">
+            <Tooltip {...menuTooltipAttribs} title="Create a new blank bulk {bulkAction.toLowerCase()} profile for this table, removing all mappings.">
                <span>
                   <MenuItem onClick={() => handleDropdownOptionClick(CLEAR_OPTION)}>
                      <ListItemIcon><Icon>monitor</Icon></ListItemIcon>
-                     New Bulk Load Profile
+                     New Bulk {bulkAction} Profile
                   </MenuItem>
                </span>
             </Tooltip>
@@ -504,7 +508,7 @@ function SavedBulkLoadProfiles({metaData, tableMetaData, tableStructure, current
                {
                   <Divider />
                }
-               <MenuItem disabled style={{"opacity": "initial"}}><b>Your Saved Bulk Load Profiles</b></MenuItem>
+               <MenuItem disabled style={{"opacity": "initial"}}><b>Your Saved Bulk {bulkAction} Profiles</b></MenuItem>
                {
                   yourSavedBulkLoadProfiles && yourSavedBulkLoadProfiles.length > 0 ? (
                      yourSavedBulkLoadProfiles.map((record: QRecord, index: number) =>
@@ -514,11 +518,11 @@ function SavedBulkLoadProfiles({metaData, tableMetaData, tableStructure, current
                      )
                   ) : (
                      <MenuItem disabled sx={{opacity: "1 !important"}}>
-                        <i>You do not have any saved bulk load profiles for this table.</i>
+                        <i>You do not have any saved bulk {bulkAction.toLowerCase()} profiles for this table.</i>
                      </MenuItem>
                   )
                }
-               <MenuItem disabled style={{"opacity": "initial"}}><b>Bulk Load Profiles Shared with you</b></MenuItem>
+               <MenuItem disabled style={{"opacity": "initial"}}><b>Bulk {bulkAction} Profiles Shared with you</b></MenuItem>
                {
                   bulkLoadProfilesSharedWithYou && bulkLoadProfilesSharedWithYou.length > 0 ? (
                      bulkLoadProfilesSharedWithYou.map((record: QRecord, index: number) =>
@@ -528,7 +532,7 @@ function SavedBulkLoadProfiles({metaData, tableMetaData, tableStructure, current
                      )
                   ) : (
                      <MenuItem disabled sx={{opacity: "1 !important"}}>
-                        <i>You do not have any bulk load profiles shared with you for this table.</i>
+                        <i>You do not have any bulk {bulkAction.toLowerCase()} profiles shared with you for this table.</i>
                      </MenuItem>
                   )
                }
@@ -537,7 +541,7 @@ function SavedBulkLoadProfiles({metaData, tableMetaData, tableStructure, current
       </Menu>
    );
 
-   let buttonText = "Saved Bulk Load Profiles";
+   let buttonText = `Saved Bulk ${bulkAction} Profiles`;
    let buttonBackground = "none";
    let buttonBorder = colors.grayLines.main;
    let buttonColor = colors.gray.main;
@@ -639,13 +643,13 @@ function SavedBulkLoadProfiles({metaData, tableMetaData, tableStructure, current
                               <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>
+                                    <li>You are not using a saved bulk {bulkAction.toLowerCase()} 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>
+                                 <Button disableRipple={true} sx={linkButtonStyle} onClick={() => handleDropdownOptionClick(SAVE_OPTION)}>Save Bulk {bulkAction} Profile As&hellip;</Button>
                               </Tooltip>
 
                               {/* vertical rule */}
@@ -716,20 +720,20 @@ function SavedBulkLoadProfiles({metaData, tableMetaData, tableStructure, current
                   {
                      currentSavedBulkLoadProfileRecord ? (
                         isDeleteAction ? (
-                           <DialogTitle id="alert-dialog-title">Delete Bulk Load Profile</DialogTitle>
+                           <DialogTitle id="alert-dialog-title">Delete Bulk {bulkAction} Profile</DialogTitle>
                         ) : (
                            isSaveAsAction ? (
-                              <DialogTitle id="alert-dialog-title">Save Bulk Load Profile As</DialogTitle>
+                              <DialogTitle id="alert-dialog-title">Save Bulk {bulkAction} Profile As</DialogTitle>
                            ) : (
                               isRenameAction ? (
-                                 <DialogTitle id="alert-dialog-title">Rename Bulk Load Profile</DialogTitle>
+                                 <DialogTitle id="alert-dialog-title">Rename Bulk {bulkAction} Profile</DialogTitle>
                               ) : (
-                                 <DialogTitle id="alert-dialog-title">Update Existing Bulk Load Profile</DialogTitle>
+                                 <DialogTitle id="alert-dialog-title">Update Existing Bulk {bulkAction} Profile</DialogTitle>
                               )
                            )
                         )
                      ) : (
-                        <DialogTitle id="alert-dialog-title">Save New Bulk Load Profile</DialogTitle>
+                        <DialogTitle id="alert-dialog-title">Save New Bulk {bulkAction} Profile</DialogTitle>
                      )
                   }
                   <DialogContent sx={{width: "500px"}}>
@@ -743,15 +747,15 @@ function SavedBulkLoadProfiles({metaData, tableMetaData, tableStructure, current
                            <Box>
                               {
                                  isSaveAsAction ? (
-                                    <Box mb={3}>Enter a name for this new saved bulk load profile.</Box>
+                                    <Box mb={3}>Enter a name for this new saved bulk {bulkAction.toLowerCase()} profile.</Box>
                                  ) : (
-                                    <Box mb={3}>Enter a new name for this saved bulk load profile.</Box>
+                                    <Box mb={3}>Enter a new name for this saved bulk {bulkAction.toLowerCase()} profile.</Box>
                                  )
                               }
                               <TextField
                                  autoFocus
                                  name="custom-delimiter-value"
-                                 placeholder="Bulk Load Profile Name"
+                                 placeholder={`Bulk ${bulkAction} Profile Name`}
                                  inputProps={{width: "100%", maxLength: 100}}
                                  value={savedBulkLoadProfileNameInputValue}
                                  sx={{width: "100%"}}
@@ -764,9 +768,9 @@ function SavedBulkLoadProfiles({metaData, tableMetaData, tableStructure, current
                            </Box>
                         ) : (
                            isDeleteAction ? (
-                              <Box>Are you sure you want to delete the bulk load profile {`'${currentSavedBulkLoadProfileRecord?.values.get("label")}'`}?</Box>
+                              <Box>Are you sure you want to delete the bulk {bulkAction.toLowerCase()} profile {`'${currentSavedBulkLoadProfileRecord?.values.get("label")}'`}?</Box>
                            ) : (
-                              <Box>Are you sure you want to update the bulk load profile {`'${currentSavedBulkLoadProfileRecord?.values.get("label")}'`}?</Box>
+                              <Box>Are you sure you want to update the bulk {bulkAction.toLowerCase()} profile {`'${currentSavedBulkLoadProfileRecord?.values.get("label")}'`}?</Box>
                            )
                         )
                      }

src/qqq/components/processes/BulkLoadFileMappingField.tsx

@@ -26,7 +26,6 @@ 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";
@@ -44,6 +43,7 @@ interface BulkLoadMappingFieldProps
    removeFieldCallback?: () => void,
    fileDescription: FileDescription,
    forceParentUpdate?: () => void,
+   isBulkEdit?: boolean
 }
 
 const xIconButtonSX =
@@ -72,7 +72,7 @@ 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
+export default function BulkLoadFileMappingField({bulkLoadField, isRequired, removeFieldCallback, fileDescription, forceParentUpdate, isBulkEdit}: BulkLoadMappingFieldProps): JSX.Element
 {
    const columnNames = fileDescription.getColumnNames();
 
@@ -94,7 +94,7 @@ export default function BulkLoadFileMappingField({bulkLoadField, isRequired, rem
    // deal with dynamically loading the initial default value for a possible value... //
    /////////////////////////////////////////////////////////////////////////////////////
    let actuallyDoingInitialLoadOfPossibleValue = doingInitialLoadOfPossibleValue;
-   if(dynamicField.possibleValueProps && bulkLoadField.defaultValue && !doingInitialLoadOfPossibleValue && !everDidInitialLoadOfPossibleValue)
+   if (dynamicField.possibleValueProps && bulkLoadField.defaultValue && !doingInitialLoadOfPossibleValue && !everDidInitialLoadOfPossibleValue)
    {
       actuallyDoingInitialLoadOfPossibleValue = true;
       setDoingInitialLoadOfPossibleValue(true);
@@ -104,7 +104,7 @@ export default function BulkLoadFileMappingField({bulkLoadField, isRequired, rem
       {
          try
          {
-            const possibleValues = await qController.possibleValues(bulkLoadField.tableStructure.tableName, null, fieldMetaData.name, null, [bulkLoadField.defaultValue], undefined, "filter");
+            const possibleValues = await qController.possibleValues(bulkLoadField.tableStructure.tableName, null, fieldMetaData.name, null, [bulkLoadField.defaultValue], undefined, null, "filter");
             if (possibleValues && possibleValues.length > 0)
             {
                setPossibleValueInitialDisplayValue(possibleValues[0].label);
@@ -114,9 +114,9 @@ export default function BulkLoadFileMappingField({bulkLoadField, isRequired, rem
                setPossibleValueInitialDisplayValue(null);
             }
          }
-         catch(e)
+         catch (e)
          {
-            console.log(`Error loading possible value: ${e}`)
+            console.log(`Error loading possible value: ${e}`);
          }
 
          actuallyDoingInitialLoadOfPossibleValue = false;
@@ -124,7 +124,7 @@ export default function BulkLoadFileMappingField({bulkLoadField, isRequired, rem
       })();
    }
 
-   if(dynamicField.possibleValueProps && possibleValueInitialDisplayValue)
+   if (dynamicField.possibleValueProps && possibleValueInitialDisplayValue)
    {
       dynamicField.possibleValueProps.initialDisplayValue = possibleValueInitialDisplayValue;
    }
@@ -134,11 +134,11 @@ export default function BulkLoadFileMappingField({bulkLoadField, isRequired, rem
    // don't allow duplicates                           //
    //////////////////////////////////////////////////////
    const columnOptions: { value: number, label: string }[] = [];
-   const usedLabels: {[label: string]: boolean} = {};
+   const usedLabels: { [label: string]: boolean } = {};
    for (let i = 0; i < columnNames.length; i++)
    {
       const label = columnNames[i];
-      if(!usedLabels[label])
+      if (!usedLabels[label])
       {
          columnOptions.push({label: label, value: i});
          usedLabels[label] = true;
@@ -148,9 +148,9 @@ export default function BulkLoadFileMappingField({bulkLoadField, isRequired, rem
    //////////////////////////////////////////////////////////////////////
    // 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)
+   if (bulkLoadField.columnIndex != null && bulkLoadField.columnIndex != undefined && selectedColumn.label && columnNames[bulkLoadField.columnIndex] != selectedColumn.label)
    {
-      setSelectedColumn({label: columnNames[bulkLoadField.columnIndex], value: bulkLoadField.columnIndex})
+      setSelectedColumn({label: columnNames[bulkLoadField.columnIndex], value: bulkLoadField.columnIndex});
       setSelectedColumnInputValue(columnNames[bulkLoadField.columnIndex]);
    }
 
@@ -228,6 +228,17 @@ export default function BulkLoadFileMappingField({bulkLoadField, isRequired, rem
       forceParentUpdate && forceParentUpdate();
    }
 
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function clearIfEmptyChanged(value: boolean)
+   {
+      bulkLoadField.clearIfEmpty = value;
+      forceParentUpdate && forceParentUpdate();
+   }
+
+
    /***************************************************************************
     **
     ***************************************************************************/
@@ -314,8 +325,11 @@ export default function BulkLoadFileMappingField({bulkLoadField, isRequired, rem
          <Box ml="1rem">
             {
                valueType == "column" && <>
-                  <Box>
+                  <Box display="flex" alignItems="center" sx={{height: "45px"}}>
                      <FormControlLabel value="mapValues" control={<Checkbox size="small" defaultChecked={bulkLoadField.doValueMapping} onChange={(event, checked) => mapValuesChanged(checked)} />} label={"Map values"} sx={{minWidth: "140px", whiteSpace: "nowrap"}} />
+                     {
+                        isBulkEdit && !isRequired && <FormControlLabel value="clearIfEmpty" control={<Checkbox size="small" defaultChecked={bulkLoadField.clearIfEmpty} onChange={(event, checked) => clearIfEmptyChanged(checked)} />} label={"Clear if empty"} sx={{minWidth: "140px", whiteSpace: "nowrap"}} />
+                     }
                   </Box>
                   <Box fontSize={mainFontSize} mt="0.5rem">
                      Preview Values: <span style={{color: "gray"}}>{(fileDescription.getPreviewValues(selectedColumn?.value) ?? [""]).join(", ")}</span>

src/qqq/components/processes/BulkLoadFileMappingFields.tsx

@@ -33,6 +33,7 @@ interface BulkLoadMappingFieldsProps
    bulkLoadMapping: BulkLoadMapping,
    fileDescription: FileDescription,
    forceParentUpdate?: () => void,
+   isBulkEdit?: boolean
 }
 
 
@@ -43,7 +44,7 @@ const ALREADY_ADDED_FIELD_TOOLTIP = "This field has already been added to your m
 /***************************************************************************
  ** The section of the bulk load mapping screen with all the fields.
  ***************************************************************************/
-export default function BulkLoadFileMappingFields({bulkLoadMapping, fileDescription, forceParentUpdate}: BulkLoadMappingFieldsProps): JSX.Element
+export default function BulkLoadFileMappingFields({bulkLoadMapping, fileDescription, forceParentUpdate, isBulkEdit}: BulkLoadMappingFieldsProps): JSX.Element
 {
    const [, forceUpdate] = useReducer((x) => x + 1, 0);
 
@@ -254,11 +255,16 @@ export default function BulkLoadFileMappingFields({bulkLoadMapping, fileDescript
 
    return (
       <>
-         <h5>Required Fields</h5>
+         {isBulkEdit ? <h5>Key Fields</h5> : <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>
+               (
+                  isBulkEdit ?
+                     <i style={{fontSize: "0.875rem"}}>Select table key fields to continue.</i>
+                     :
+                     <i style={{fontSize: "0.875rem"}}>There are no required fields in this table.</i>
+               )
             }
             {bulkLoadMapping.requiredFields.map((bulkLoadField) => (
                <BulkLoadFileMappingField
@@ -267,12 +273,13 @@ export default function BulkLoadFileMappingFields({bulkLoadMapping, fileDescript
                   bulkLoadField={bulkLoadField}
                   isRequired={true}
                   forceParentUpdate={forceParentUpdate}
+                  isBulkEdit={isBulkEdit}
                />
             ))}
          </Box>
 
          <Box mt="1rem">
-            <h5>Additional Fields</h5>
+            {isBulkEdit ? <h5>Fields To Update</h5> : <h5>Additional Fields</h5>}
             <Box pl={"1rem"}>
                {bulkLoadMapping.additionalFields.map((bulkLoadField) => (
                   <BulkLoadFileMappingField
@@ -282,6 +289,7 @@ export default function BulkLoadFileMappingFields({bulkLoadMapping, fileDescript
                      isRequired={false}
                      removeFieldCallback={() => removeField(bulkLoadField)}
                      forceParentUpdate={forceParentUpdate}
+                     isBulkEdit={isBulkEdit}
                   />
                ))}
 

src/qqq/components/processes/BulkLoadFileMappingForm.tsx

@@ -36,15 +36,18 @@ 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 DynamicFormUtils from "qqq/components/forms/DynamicFormUtils";
 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 Client from "qqq/utils/qqq/Client";
+import React, {forwardRef, useEffect, useImperativeHandle, useReducer, useState} from "react";
 import ProcessViewForm from "./ProcessViewForm";
 
+const qController = Client.getInstance();
 
 interface BulkLoadMappingFormProps
 {
@@ -73,13 +76,12 @@ const BulkLoadFileMappingForm = forwardRef(({processValues, tableMetaData, metaD
 
    const [suggestedBulkLoadProfile] = useState(processValues.suggestedBulkLoadProfile as BulkLoadProfile);
    const [tableStructure] = useState(processValues.tableStructure as BulkLoadTableStructure);
-   const [bulkLoadMapping, setBulkLoadMapping] = useState(BulkLoadMapping.fromBulkLoadProfile(tableStructure, processValues.bulkLoadProfile));
+   const [bulkLoadMapping, setBulkLoadMapping] = useState(BulkLoadMapping.fromBulkLoadProfile(tableStructure, processValues.bulkLoadProfile, processMetaData.name));
    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);
 
    /////////////////////////////////////////////////////////////////////////////////////////////////
@@ -114,6 +116,8 @@ const BulkLoadFileMappingForm = forwardRef(({processValues, tableMetaData, metaD
             values["savedBulkLoadProfileId"] = wrappedCurrentSavedBulkLoadProfile.get()?.values?.get("id");
             values["layout"] = wrappedBulkLoadMapping.get().layout;
             values["hasHeaderRow"] = wrappedBulkLoadMapping.get().hasHeaderRow;
+            values["isBulkEdit"] = wrappedBulkLoadMapping.get().isBulkEdit;
+            values["keyFields"] = wrappedBulkLoadMapping.get().keyFields;
 
             let haveLocalErrors = false;
             const fieldErrors: { [fieldName: string]: string } = {};
@@ -130,7 +134,14 @@ const BulkLoadFileMappingForm = forwardRef(({processValues, tableMetaData, metaD
             }
             setFieldErrors(fieldErrors);
 
-            if(wrappedBulkLoadMapping.get().requiredFields.length == 0 && wrappedBulkLoadMapping.get().additionalFields.length == 0)
+            if (values["isBulkEdit"] && (values["keyFields"] == null || values["keyFields"] == undefined))
+            {
+               haveLocalErrors = true;
+               fieldErrors["keyFields"] = "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;
@@ -141,9 +152,9 @@ const BulkLoadFileMappingForm = forwardRef(({processValues, tableMetaData, metaD
                setNoMappedFieldsError(null);
             }
 
-            if(haveProfileErrors)
+            if (haveProfileErrors)
             {
-               setTimeout(() => 
+               setTimeout(() =>
                {
                   document.querySelector(".bulkLoadFieldError")?.scrollIntoView({behavior: "smooth", block: "center", inline: "center"});
                }, 250);
@@ -182,7 +193,7 @@ const BulkLoadFileMappingForm = forwardRef(({processValues, tableMetaData, metaD
     ***************************************************************************/
    function bulkLoadProfileResetToSuggestedMappingCallback()
    {
-      handleNewBulkLoadMapping(BulkLoadMapping.fromBulkLoadProfile(processValues.tableStructure, suggestedBulkLoadProfile));
+      handleNewBulkLoadMapping(BulkLoadMapping.fromBulkLoadProfile(processValues.tableStructure, suggestedBulkLoadProfile, processValues.name));
    }
 
 
@@ -201,6 +212,8 @@ const BulkLoadFileMappingForm = forwardRef(({processValues, tableMetaData, metaD
       setBulkLoadMapping(newBulkLoadMapping);
       wrappedBulkLoadMapping.set(newBulkLoadMapping);
 
+      setFieldValue("isBulkEdit", newBulkLoadMapping.isBulkEdit);
+      setFieldValue("keyFields", newBulkLoadMapping.keyFields);
       setFieldValue("hasHeaderRow", newBulkLoadMapping.hasHeaderRow);
       setFieldValue("layout", newBulkLoadMapping.layout);
 
@@ -228,10 +241,13 @@ const BulkLoadFileMappingForm = forwardRef(({processValues, tableMetaData, metaD
             bulkLoadProfileOnChangeCallback={bulkLoadProfileOnChangeCallback}
             bulkLoadProfileResetToSuggestedMappingCallback={bulkLoadProfileResetToSuggestedMappingCallback}
             fileDescription={fileDescription}
+            isBulkEdit={processValues.isBulkEdit}
          />
       </Box>
 
       <BulkLoadMappingHeader
+         tableMetaData={tableMetaData}
+         isBulkEdit={processValues.isBulkEdit}
          key={rerenderHeader}
          bulkLoadMapping={bulkLoadMapping}
          fileDescription={fileDescription}
@@ -245,6 +261,7 @@ const BulkLoadFileMappingForm = forwardRef(({processValues, tableMetaData, metaD
 
       <Box mt="2rem">
          <BulkLoadFileMappingFields
+            isBulkEdit={processValues.isBulkEdit}
             bulkLoadMapping={bulkLoadMapping}
             fileDescription={fileDescription}
             forceParentUpdate={() =>
@@ -267,6 +284,7 @@ export default BulkLoadFileMappingForm;
 
 interface BulkLoadMappingHeaderProps
 {
+   isBulkEdit?: boolean,
    fileDescription: FileDescription,
    fileName: string,
    bulkLoadMapping?: BulkLoadMapping,
@@ -275,13 +293,16 @@ interface BulkLoadMappingHeaderProps
    forceParentUpdate?: () => void,
    frontendStep: QFrontendStepMetaData,
    processMetaData: QProcessMetaData,
+   tableMetaData: QTableMetaData,
 }
 
 /***************************************************************************
  ** 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
+function BulkLoadMappingHeader({isBulkEdit, fileDescription, fileName, bulkLoadMapping, fieldErrors, tableStructure, forceParentUpdate, frontendStep, processMetaData, tableMetaData}: BulkLoadMappingHeaderProps): JSX.Element
 {
+   const [dynamicField, setDynamicField] = useState(null);
+
    const viewFields = [
       new QFieldMetaData({name: "fileName", label: "File Name", type: "STRING"}),
       new QFieldMetaData({name: "fileDetails", label: "File Details", type: "STRING"}),
@@ -307,6 +328,36 @@ function BulkLoadMappingHeader({fileDescription, fileName, bulkLoadMapping, fiel
 
    const selectedLayout = layoutOptions.filter(o => o.id == bulkLoadMapping.layout)[0] ?? null;
 
+   useEffect(() =>
+   {
+      (async () =>
+      {
+         if (isBulkEdit)
+         {
+            /////////////////////////////////////////////////////////////////////////
+            // if doing a bulk edit, the selected keyFields and set as the display //
+            /////////////////////////////////////////////////////////////////////////
+            const displayValues = new Map<string, string>;
+            if (bulkLoadMapping.keyFields)
+            {
+               const possibleValues = await qController.possibleValues(null, processMetaData.name, "tableKeyFields", bulkLoadMapping.keyFields, null);
+               console.log("Received possible values of: " + JSON.stringify(possibleValues));
+               displayValues.set("tableKeyFields", possibleValues[0].label);
+            }
+
+            const tableKeyFieldsField = processMetaData.frontendSteps.find(s => s.name == "fileMapping")?.formFields.find(f => f.name == "tableKeyFields");
+            const newDynamicField = DynamicFormUtils.getDynamicField(tableKeyFieldsField);
+            const dynamicFieldInObject: any = {};
+            dynamicFieldInObject[tableKeyFieldsField["name"]] = newDynamicField;
+            DynamicFormUtils.addPossibleValueProps(dynamicFieldInObject, [tableKeyFieldsField], null, processMetaData.name, displayValues);
+
+            keyFieldsChanged(bulkLoadMapping.keyFields);
+            setDynamicField(newDynamicField);
+            forceParentUpdate();
+         }
+      })();
+   }, [JSON.stringify(bulkLoadMapping)]);
+
    /***************************************************************************
     **
     ***************************************************************************/
@@ -331,6 +382,61 @@ function BulkLoadMappingHeader({fileDescription, fileName, bulkLoadMapping, fiel
       forceParentUpdate();
    }
 
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   async function keyFieldsChanged(newValue: any)
+   {
+      fieldErrors.keyFields = null;
+
+      if (newValue && newValue.length > 0)
+      {
+         //////////////////////////////////////////////////////////
+         // validate that the fields in the key have been mapped //
+         //////////////////////////////////////////////////////////
+         console.log("Received key fields of: " + newValue);
+         const keyFields = newValue.split("|");
+         const unmappedKeyFields: string[] = [];
+         const requiredFields: BulkLoadField[] = [];
+         const additionalFields: BulkLoadField[] = [];
+
+         ////////////////////////////////////////////////////////////////////////////////////////////////
+         // iterate over all fields in the table, when there are key fields found, make them required, //
+         // otherwise add them to addition fields                                                      //
+         ////////////////////////////////////////////////////////////////////////////////////////////////
+         for (let bulkLoadField of [...bulkLoadMapping.requiredFields, ...bulkLoadMapping.additionalFields])
+         {
+            const qualifiedName = bulkLoadField.getQualifiedName();
+            const keyField = keyFields.find((k: string) => k == qualifiedName);
+            if (keyField)
+            {
+               requiredFields.push(bulkLoadField);
+               var fieldsByTablePrefix = bulkLoadMapping.fieldsByTablePrefix[""][keyField];
+               if (!fieldsByTablePrefix || fieldsByTablePrefix.columnIndex == null)
+               {
+                  unmappedKeyFields.push(tableMetaData.fields.get(keyField).label);
+               }
+            }
+            else
+            {
+               additionalFields.push(bulkLoadField);
+            }
+         }
+
+         bulkLoadMapping.requiredFields = requiredFields;
+         bulkLoadMapping.additionalFields = additionalFields;
+
+         if (unmappedKeyFields.length > 0)
+         {
+            fieldErrors.keyFields = "The following key fields are not mapped: " + unmappedKeyFields.join(", ");
+         }
+
+         bulkLoadMapping.handleChangeToKeyFields(newValue);
+      }
+
+      forceParentUpdate();
+   }
+
    /***************************************************************************
     **
     ***************************************************************************/
@@ -369,27 +475,50 @@ function BulkLoadMappingHeader({fileDescription, fileName, bulkLoadMapping, fiel
                   {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>
+                     !isBulkEdit ? (
+                        <>
+                           <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")}
+                        </>
+                     ) : (
+                        <>
+                           {
+                              dynamicField &&
+                              <>
+                                 <DynamicFormFieldLabel name={dynamicField.name} label={`${dynamicField.label} *`} />
+                                 <QDynamicFormField name={dynamicField.name} displayFormat={""} label={""} formFieldObject={dynamicField} type={"pvs"} value={bulkLoadMapping.keyFields} onChangeCallback={keyFieldsChanged} />
+                                 {
+                                    fieldErrors.keyFields &&
+                                    <MDTypography component="div" variant="caption" color="error" fontWeight="regular" mt="0.25rem">
+                                       {<div className="fieldErrorMessage">{fieldErrors.keyFields}</div>}
+                                    </MDTypography>
+                                 }
+                                 {getFormattedHelpContent("tableKeyFields")}
+                              </>
+                           }
+                        </>
+                     )
                   }
-                  {getFormattedHelpContent("layout")}
                </Grid>
             </Grid>
          </Box>
@@ -490,25 +619,25 @@ function BulkLoadMappingFilePreview({fileDescription, bulkLoadMapping}: BulkLoad
                         const fields = bulkLoadMapping.getFieldsForColumnIndex(index);
                         const count = fields.length;
 
-                        let dupeWarning = <></>
-                        if(fileDescription.hasHeaderRow && fileDescription.duplicateHeaderIndexes[index])
+                        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>
+                           </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>
+                              <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>
@@ -528,24 +657,24 @@ function BulkLoadMappingFilePreview({fileDescription, bulkLoadMapping}: BulkLoad
                         const count = fields.length;
                         const tdStyle = {color: getHeaderColor(count), cursor: getCursor(count), backgroundColor: ""};
 
-                        if(fileDescription.hasHeaderRow)
+                        if (fileDescription.hasHeaderRow)
                         {
                            tdStyle.backgroundColor = "#ebebeb";
 
-                           if(count > 0)
+                           if (count > 0)
                            {
                               return <td key={value} style={tdStyle}>
                                  <Tooltip title={getColumnTooltip(fields)} placement="top" enterDelay={500}><Box>{value}</Box></Tooltip>
-                              </td>
+                              </td>;
                            }
                            else
                            {
-                              return <td key={value} style={tdStyle}>{value}</td>
+                              return <td key={value} style={tdStyle}>{value}</td>;
                            }
                         }
                         else
                         {
-                           return <td key={value} style={tdStyle}>{value}</td>
+                           return <td key={value} style={tdStyle}>{value}</td>;
                         }
                      }
                      )}

src/qqq/components/processes/BulkLoadProfileForm.tsx

@@ -43,12 +43,12 @@ interface BulkLoadValueMappingFormProps
 const BulkLoadProfileForm = forwardRef(({processValues, tableMetaData, metaData}: BulkLoadValueMappingFormProps, ref) =>
 {
    const savedBulkLoadProfileRecordProcessValue = processValues.savedBulkLoadProfileRecord;
-   const [savedBulkLoadProfileRecord, setSavedBulkLoadProfileRecord] = useState(savedBulkLoadProfileRecordProcessValue == null ? null : new QRecord(savedBulkLoadProfileRecordProcessValue))
+   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 [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));
@@ -93,10 +93,11 @@ const BulkLoadProfileForm = forwardRef(({processValues, tableMetaData, metaData}
             allowSelectingProfile={false}
             fileDescription={fileDescription}
             bulkLoadProfileOnChangeCallback={bulkLoadProfileOnChangeCallback}
+            isBulkEdit={processValues.isBulkEdit}
          />
       </Box>
 
    </Box>);
 });
 
-export default BulkLoadProfileForm;
+export default BulkLoadProfileForm;

src/qqq/components/processes/BulkLoadValueMappingForm.tsx

@@ -75,7 +75,7 @@ const BulkLoadValueMappingForm = forwardRef(({processValues, setActiveStepLabel,
     *******************************************************************************/
    function initializeCurrentBulkLoadMapping(): BulkLoadMapping
    {
-      const bulkLoadMapping = BulkLoadMapping.fromBulkLoadProfile(tableStructure, bulkLoadProfile);
+      const bulkLoadMapping = BulkLoadMapping.fromBulkLoadProfile(tableStructure, bulkLoadProfile, processValues.name);
 
       if (!bulkLoadMapping.valueMappings[fieldFullName])
       {
@@ -155,7 +155,7 @@ const BulkLoadValueMappingForm = forwardRef(({processValues, setActiveStepLabel,
    function mappedValueChanged(fileValue: string, newValue: any)
    {
       valueErrors[fileValue] = null;
-      if(newValue == null)
+      if (newValue == null)
       {
          delete currentMapping.valueMappings[fieldFullName][fileValue];
       }
@@ -195,6 +195,7 @@ const BulkLoadValueMappingForm = forwardRef(({processValues, setActiveStepLabel,
             allowSelectingProfile={false}
             bulkLoadProfileOnChangeCallback={bulkLoadProfileOnChangeCallback}
             fileDescription={fileDescription}
+            isBulkEdit={processValues.isBulkEdit}
          />
       </Box>
 

src/qqq/components/query/FilterCriteriaPaster.tsx

@@ -19,6 +19,10 @@
  * 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 {QPossibleValue} from "@kingsrook/qqq-frontend-core/lib/model/QPossibleValue";
 import {FormControl, InputLabel, Select, SelectChangeEvent} from "@mui/material";
 import Box from "@mui/material/Box";
 import Card from "@mui/material/Card";
@@ -28,20 +32,26 @@ import Modal from "@mui/material/Modal";
 import TextField from "@mui/material/TextField";
 import Tooltip from "@mui/material/Tooltip";
 import Typography from "@mui/material/Typography";
-import {GridFilterItem} from "@mui/x-data-grid-pro";
-import React, {useEffect, useState} from "react";
 import {QCancelButton, QSaveButton} from "qqq/components/buttons/DefaultButtons";
+
 import ChipTextField from "qqq/components/forms/ChipTextField";
+import HelpContent from "qqq/components/misc/HelpContent";
+import {LoadingState} from "qqq/models/LoadingState";
+import Client from "qqq/utils/qqq/Client";
+import React, {useEffect, useReducer, useState} from "react";
 
 interface Props
 {
    type: string;
    onSave: (newValues: any[]) => void;
+   table?: QTableMetaData;
+   field?: QFieldMetaData;
 }
 
 FilterCriteriaPaster.defaultProps = {};
+const qController = Client.getInstance();
 
-function FilterCriteriaPaster({type, onSave}: Props): JSX.Element
+function FilterCriteriaPaster({table, field, type, onSave}: Props): JSX.Element
 {
    enum Delimiter
    {
@@ -68,6 +78,12 @@ function FilterCriteriaPaster({type, onSave}: Props): JSX.Element
    mainCardStyles.width = "60%";
    mainCardStyles.minWidth = "500px";
 
+   ///////////////////////////////////////////////////////////////////////////////////////////
+   // add a LoadingState object, in case the initial loads (of meta data and view) are slow //
+   ///////////////////////////////////////////////////////////////////////////////////////////
+   const [, forceUpdate] = useReducer((x) => x + 1, 0);
+   const [pageLoadingState, _] = useState(new LoadingState(forceUpdate));
+
    //x const [gridFilterItem, setGridFilterItem] = useState(props.item);
    const [pasteModalIsOpen, setPasteModalIsOpen] = useState(false);
    const [inputText, setInputText] = useState("");
@@ -75,8 +91,13 @@ function FilterCriteriaPaster({type, onSave}: Props): JSX.Element
    const [delimiterCharacter, setDelimiterCharacter] = useState("");
    const [customDelimiterValue, setCustomDelimiterValue] = useState("");
    const [chipData, setChipData] = useState(undefined);
+   const [uniqueCount, setUniqueCount] = useState(undefined);
+   const [chipValidity, setChipValidity] = useState([] as boolean[]);
+   const [chipPVSIds, setChipPVSIds] = useState([] as any[]);
    const [detectedText, setDetectedText] = useState("");
    const [errorText, setErrorText] = useState("");
+   const [saveDisabled, setSaveDisabled] = useState(true);
+   const [metaData, setMetaData] = useState(null as QInstance);
 
    //////////////////////////////////////////////////////////////
    // handler for when paste icon is clicked in 'any' operator //
@@ -92,6 +113,7 @@ function FilterCriteriaPaster({type, onSave}: Props): JSX.Element
       setDelimiter("");
       setDelimiterCharacter("");
       setChipData([]);
+      setChipValidity([]);
       setInputText("");
       setDetectedText("");
       setCustomDelimiterValue("");
@@ -106,18 +128,43 @@ function FilterCriteriaPaster({type, onSave}: Props): JSX.Element
 
    const handleSaveClicked = () =>
    {
-      ////////////////////////////////////////
-      // if numeric remove any non-numerics //
-      ////////////////////////////////////////
+      ///////////////////////////////////////////////////////////////
+      // if numeric remove any non-numerics, or invalid pvs values //
+      ///////////////////////////////////////////////////////////////
       let saveData = [];
+      let usedLabels = new Map<any, boolean>();
       for (let i = 0; i < chipData.length; i++)
       {
-         if (type !== "number" || !Number.isNaN(Number(chipData[i])))
+         if (chipValidity[i] === true)
          {
-            saveData.push(chipData[i]);
+            if (type === "pvs")
+            {
+               /////////////////////////////////////////////
+               // if already used this PVS label, skip it //
+               /////////////////////////////////////////////
+               if (usedLabels.get(chipData[i]) != null)
+               {
+                  continue;
+               }
+
+               saveData.push(new QPossibleValue({id: chipPVSIds[i], label: chipData[i]}));
+               usedLabels.set(chipData[i], true);
+            }
+            else
+            {
+               saveData.push(chipData[i]);
+            }
          }
       }
 
+      //////////////////////////////////////////
+      // for pvs, sort by label before saving //
+      //////////////////////////////////////////
+      if (type === "pvs")
+      {
+         saveData.sort((a: QPossibleValue, b: QPossibleValue) => b.label.localeCompare(a.label));
+      }
+
       onSave(saveData);
 
       clearData();
@@ -214,6 +261,12 @@ function FilterCriteriaPaster({type, onSave}: Props): JSX.Element
 
    useEffect(() =>
    {
+      (async () =>
+      {
+         const metaData = await qController.loadMetaData();
+         setMetaData(metaData);
+      })();
+
       let currentDelimiter = delimiter;
       let currentDelimiterCharacter = delimiterCharacter;
 
@@ -246,10 +299,16 @@ function FilterCriteriaPaster({type, onSave}: Props): JSX.Element
       let parts = inputText.split(regex);
       let chipData = [] as string[];
 
+      /////////////////////////////////////////////////////////////////
+      // use a map to keep track of the counts for each unique value //
+      /////////////////////////////////////////////////////////////////
+      const uniqueValuesMap: { [key: string]: number } = {};
+
       ///////////////////////////////////////////////////////
       // if delimiter is empty string, dont split anything //
       ///////////////////////////////////////////////////////
       setErrorText("");
+      let invalidCount = 0;
       if (currentDelimiterCharacter !== "")
       {
          for (let i = 0; i < parts.length; i++)
@@ -259,152 +318,207 @@ function FilterCriteriaPaster({type, onSave}: Props): JSX.Element
             {
                chipData.push(part);
 
-               ///////////////////////////////////////////////////////////
-               // if numeric, check that first before pushing as a chip //
-               ///////////////////////////////////////////////////////////
-               if (type === "number" && Number.isNaN(Number(part)))
+               ////////////////////////////////////////////////////////////////
+               // if numeric or pvs, check validity and add to invalid count //
+               ////////////////////////////////////////////////////////////////
+               if (chipValidity[i] != null && chipValidity[i] !== true)
                {
-                  setErrorText("Some values are not numbers");
+                  if ((type === "number" && Number.isNaN(Number(part))) || type === "pvs")
+                  {
+                     invalidCount++;
+                  }
+               }
+               else
+               {
+                  let count = uniqueValuesMap[part] == null ? 0 : uniqueValuesMap[part];
+                  uniqueValuesMap[part] = count + 1;
                }
             }
          }
       }
 
+      if (invalidCount > 0)
+      {
+         if (type === "number")
+         {
+            let suffix = invalidCount === 1 ? " value is not a number" : " values are not numbers";
+            setErrorText(invalidCount + suffix + " and will not be added to the filter");
+         }
+         else if (type === "pvs")
+         {
+            let suffix = invalidCount === 1 ? " value was" : " values were";
+            setErrorText(invalidCount + suffix + " not found and will not be added to the filter");
+         }
+      }
+
+      setUniqueCount(Object.keys(uniqueValuesMap).length);
       setChipData(chipData);
 
-   }, [inputText, delimiterCharacter, customDelimiterValue, detectedText]);
+   }, [inputText, delimiterCharacter, customDelimiterValue, detectedText, chipValidity]);
+
+   const slotName = type === "pvs" ? "bulkAddFilterValuesPossibleValueSource" : "bulkAddFilterValues";
+   const helpRoles = ["QUERY_SCREEN"];
+   const formattedHelpContent = <HelpContent helpContents={metaData?.helpContent?.get(slotName)} roles={helpRoles} heading={null} helpContentKey={`instanceLevel:true;slot:${slotName}`} />;
 
    return (
       <Box>
          <Tooltip title="Quickly add many values to your filter by pasting them from a spreadsheet or any other data source.">
-            <Icon onClick={handlePasteClick} fontSize="small" color="info" sx={{mx: 0.25, cursor: "pointer"}}>paste_content</Icon>
+            <Icon className="criteriaPasterButton" onClick={handlePasteClick} fontSize="small" color="info" sx={{mx: 0.25, cursor: "pointer"}}>paste_content</Icon>
          </Tooltip>
          {
             pasteModalIsOpen &&
             (
                <Modal open={pasteModalIsOpen}>
-                  <Box sx={{position: "absolute", overflowY: "auto", width: "100%"}}>
-                     <Box py={3} justifyContent="center" sx={{display: "flex", mt: 8}}>
-                        <Card sx={mainCardStyles}>
-                           <Box p={4} pb={2}>
-                              <Grid container>
-                                 <Grid item pr={3} xs={12} lg={12}>
-                                    <Typography variant="h5">Bulk Add Filter Values</Typography>
-                                    <Typography sx={{display: "flex", lineHeight: "1.7", textTransform: "revert"}} variant="button">
-                                       Paste into the box on the left.
-                                       Review the filter values in the box on the right.
-                                       If the filter values are not what are expected, try changing the separator using the dropdown below.
-                                    </Typography>
+                  <Box>
+                     <Box sx={{position: "absolute", overflowY: "auto", width: "100%"}}>
+                        <Box py={3} justifyContent="center" sx={{display: "flex", mt: 8}}>
+                           <Card sx={mainCardStyles}>
+                              <Box p={4} pb={2}>
+                                 <Grid container>
+                                    <Grid item pr={3} xs={12} lg={12}>
+                                       <Typography variant="h5">Bulk Add Filter Values</Typography>
+                                       {
+                                          formattedHelpContent && <Box sx={{display: "flex", lineHeight: "1.7", textTransform: "none"}}>
+                                             <Typography sx={{display: "flex", lineHeight: "1.7", textTransform: "revert"}} variant="button">
+                                                {formattedHelpContent}
+                                             </Typography>
+                                          </Box>
+                                       }
+                                    </Grid>
+                                 </Grid>
+                              </Box>
+                              <Grid container pl={3} pr={3} justifyContent="center" alignItems="stretch" sx={{display: "flex", height: "100%"}}>
+                                 <Grid item pr={3} xs={6} lg={6} sx={{width: "100%", display: "flex", flexDirection: "column", flexGrow: 1}}>
+                                    <FormControl sx={{m: 1, width: "100%"}}>
+                                       <TextField
+                                          className="criteriaPasterTextArea"
+                                          id="outlined-multiline-static"
+                                          label="PASTE TEXT"
+                                          multiline
+                                          onChange={handleTextChange}
+                                          rows={16}
+                                          value={inputText}
+                                       />
+                                    </FormControl>
+                                 </Grid>
+                                 <Grid item xs={6} lg={6} sx={{display: "flex", flexGrow: 1}}>
+                                    <FormControl sx={{m: 1, width: "100%"}}>
+                                       <ChipTextField
+                                          handleChipChange={(isMakingRequest: boolean, chipValidity: boolean[], chipPVSIds: any[]) =>
+                                          {
+                                             setErrorText("");
+                                             if (isMakingRequest)
+                                             {
+                                                pageLoadingState.setLoading();
+                                             }
+                                             else
+                                             {
+                                                pageLoadingState.setNotLoading();
+                                             }
+                                             setSaveDisabled(isMakingRequest);
+                                             setChipPVSIds(chipPVSIds);
+                                             setChipValidity(chipValidity);
+                                          }}
+                                          table={table}
+                                          field={field}
+                                          chipData={chipData}
+                                          chipValidity={chipValidity}
+                                          chipType={type}
+                                          multiline
+                                          fullWidth
+                                          variant="outlined"
+                                          id="tags"
+                                          rows={0}
+                                          name="tags"
+                                          label="FILTER VALUES REVIEW"
+                                       />
+                                    </FormControl>
                                  </Grid>
                               </Grid>
-                           </Box>
-                           <Grid container pl={3} pr={3} justifyContent="center" alignItems="stretch" sx={{display: "flex", height: "100%"}}>
-                              <Grid item pr={3} xs={6} lg={6} sx={{width: "100%", display: "flex", flexDirection: "column", flexGrow: 1}}>
-                                 <FormControl sx={{m: 1, width: "100%"}}>
-                                    <TextField
-                                       id="outlined-multiline-static"
-                                       label="PASTE TEXT"
-                                       multiline
-                                       onChange={handleTextChange}
-                                       rows={16}
-                                       value={inputText}
-                                    />
-                                 </FormControl>
-                              </Grid>
-                              <Grid item xs={6} lg={6} sx={{display: "flex", flexGrow: 1}}>
-                                 <FormControl sx={{m: 1, width: "100%"}}>
-                                    <ChipTextField
-                                       handleChipChange={() =>
-                                       {
-                                       }}
-                                       chipData={chipData}
-                                       chipType={type}
-                                       multiline
-                                       fullWidth
-                                       variant="outlined"
-                                       id="tags"
-                                       rows={0}
-                                       name="tags"
-                                       label="FILTER VALUES REVIEW"
-                                    />
-                                 </FormControl>
-                              </Grid>
-                           </Grid>
-                           <Grid container pl={3} pr={3} justifyContent="center" alignItems="stretch" sx={{display: "flex", height: "100%"}}>
-                              <Grid item pl={1} pr={3} xs={6} lg={6} sx={{width: "100%", display: "flex", flexDirection: "column", flexGrow: 1}}>
-                                 <Box sx={{display: "inline-flex", alignItems: "baseline"}}>
-                                    <FormControl sx={{mt: 2, width: "50%"}}>
-                                       <InputLabel htmlFor="select-native">
-                                          SEPARATOR
-                                       </InputLabel>
-                                       <Select
-                                          multiline
-                                          native
-                                          value={delimiter}
-                                          onChange={handleDelimiterChange}
-                                          label="SEPARATOR"
-                                          size="medium"
-                                          inputProps={{
-                                             id: "select-native",
-                                          }}
-                                       >
-                                          {delimiterDropdownOptions.map((delimiter) => (
-                                             <option key={delimiter} value={delimiter}>
-                                                {delimiter}
-                                             </option>
-                                          ))}
-                                       </Select>
-                                    </FormControl>
-                                    {delimiter === Delimiter.CUSTOM.valueOf() && (
-
-                                       <FormControl sx={{pl: 2, top: 5, width: "50%"}}>
-                                          <TextField
-                                             name="custom-delimiter-value"
-                                             placeholder="Custom Separator"
-                                             label="Custom Separator"
-                                             variant="standard"
-                                             value={customDelimiterValue}
-                                             onChange={handleCustomDelimiterChange}
-                                             inputProps={{maxLength: 1}}
-                                          />
+                              <Grid container pl={3} pr={3} justifyContent="center" alignItems="stretch" sx={{display: "flex", height: "100%"}}>
+                                 <Grid item pl={1} pr={3} xs={6} lg={6} sx={{width: "100%", display: "flex", flexDirection: "column", flexGrow: 1}}>
+                                    <Box sx={{display: "inline-flex", alignItems: "baseline"}}>
+                                       <FormControl sx={{mt: 2, width: "50%"}}>
+                                          <InputLabel htmlFor="select-native">
+                                             SEPARATOR
+                                          </InputLabel>
+                                          <Select
+                                             multiline
+                                             native
+                                             value={delimiter}
+                                             onChange={handleDelimiterChange}
+                                             label="SEPARATOR"
+                                             size="medium"
+                                             inputProps={{
+                                                id: "select-native",
+                                             }}
+                                          >
+                                             {delimiterDropdownOptions.map((delimiter) => (
+                                                <option key={delimiter} value={delimiter}>
+                                                   {delimiter}
+                                                </option>
+                                             ))}
+                                          </Select>
                                        </FormControl>
-                                    )}
-                                    {inputText && delimiter === Delimiter.DETECT_AUTOMATICALLY.valueOf() && (
+                                       {delimiter === Delimiter.CUSTOM.valueOf() && (
 
-                                       <Typography pl={2} variant="button" sx={{top: "1px", textTransform: "revert"}}>
-                                          <i>{detectedText}</i>
-                                       </Typography>
-                                    )}
-                                 </Box>
+                                          <FormControl sx={{pl: 2, top: 5, width: "50%"}}>
+                                             <TextField
+                                                name="custom-delimiter-value"
+                                                placeholder="Custom Separator"
+                                                label="Custom Separator"
+                                                variant="standard"
+                                                value={customDelimiterValue}
+                                                onChange={handleCustomDelimiterChange}
+                                                inputProps={{maxLength: 1}}
+                                             />
+                                          </FormControl>
+                                       )}
+                                       {inputText && delimiter === Delimiter.DETECT_AUTOMATICALLY.valueOf() && (
+
+                                          <Typography pl={2} variant="button" sx={{top: "1px", textTransform: "revert"}}>
+                                             <i>{detectedText}</i>
+                                          </Typography>
+                                       )}
+                                    </Box>
+                                 </Grid>
+                                 <Grid sx={{display: "flex", justifyContent: "flex-start", alignItems: "flex-start"}} item pl={1} xs={4} lg={4}>
+                                    {
+                                       errorText && chipData.length > 0 && (
+                                          <Box sx={{display: "flex", justifyContent: "flex-start", alignItems: "flex-start"}}>
+                                             <Icon color="error">error</Icon>
+                                             <Typography sx={{paddingLeft: "4px", textTransform: "revert"}} variant="button">{errorText}</Typography>
+                                          </Box>
+                                       )
+                                    }
+                                    {
+                                       pageLoadingState.isLoadingSlow() && (
+                                          <Box sx={{display: "flex", justifyContent: "flex-start", alignItems: "flex-start"}}>
+                                             <Icon color="warning">warning</Icon>
+                                             <Typography sx={{paddingLeft: "4px", textTransform: "revert"}} variant="button">Loading...</Typography>
+                                          </Box>
+                                       )
+                                    }
+                                 </Grid>
+                                 <Grid sx={{display: "flex", justifyContent: "flex-end", alignItems: "flex-start"}} item pr={1} xs={2} lg={2}>
+                                    {
+                                       chipData && chipData.length > 0 && (
+                                          <Typography sx={{textTransform: "revert"}} variant="button">{chipData.length.toLocaleString()} {chipData.length === 1 ? "value" : "values"} {uniqueCount && `(${uniqueCount} unique)`}</Typography>
+                                       )
+                                    }
+                                 </Grid>
                               </Grid>
-                              <Grid sx={{display: "flex", justifyContent: "flex-start", alignItems: "flex-start"}} item pl={1} xs={3} lg={3}>
-                                 {
-                                    errorText && chipData.length > 0 && (
-                                       <Box sx={{display: "flex", justifyContent: "flex-start", alignItems: "flex-start"}}>
-                                          <Icon color="error">error</Icon>
-                                          <Typography sx={{paddingLeft: "4px", textTransform: "revert"}} variant="button">{errorText}</Typography>
-                                       </Box>
-                                    )
-                                 }
-                              </Grid>
-                              <Grid sx={{display: "flex", justifyContent: "flex-end", alignItems: "flex-start"}} item pr={1} xs={3} lg={3}>
-                                 {
-                                    chipData && chipData.length > 0 && (
-                                       <Typography sx={{textTransform: "revert"}} variant="button">{chipData.length.toLocaleString()} {chipData.length === 1 ? "value" : "values"}</Typography>
-                                    )
-                                 }
-                              </Grid>
-                           </Grid>
-                           <Box p={3} pt={0}>
-                              <Grid container pl={1} pr={1} justifyContent="right" alignItems="stretch" sx={{display: "flex-inline "}}>
-                                 <QCancelButton
-                                    onClickHandler={handleCancelClicked}
-                                    iconName="cancel"
-                                    disabled={false} />
-                                 <QSaveButton onClickHandler={handleSaveClicked} label="Add Filters" disabled={false} />
-                              </Grid>
-                           </Box>
-                        </Card>
+                              <Box p={3} pt={0}>
+                                 <Grid container pl={1} pr={1} justifyContent="right" alignItems="stretch" sx={{display: "flex-inline "}}>
+                                    <QCancelButton
+                                       onClickHandler={handleCancelClicked}
+                                       iconName="cancel"
+                                       disabled={false} />
+                                    <QSaveButton onClickHandler={handleSaveClicked} label="Add Values" disabled={saveDisabled} />
+                                 </Grid>
+                              </Box>
+                           </Card>
+                        </Box>
                      </Box>
                   </Box>
                </Modal>

src/qqq/components/query/FilterCriteriaRowValues.tsx

@@ -398,20 +398,25 @@ function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueC
                initialValues = criteria.values;
             }
          }
-         return <Box>
-            <DynamicSelect
-               fieldPossibleValueProps={{tableName: table.name, fieldName: field.name, initialDisplayValue: null}}
-               overrideId={field.name + "-multi-" + criteria.id}
-               key={field.name + "-multi-" + criteria.id}
-               isMultiple
-               fieldLabel="Values"
-               initialValues={initialValues}
-               initiallyOpen={false /*initiallyOpenMultiValuePvs*/}
-               inForm={false}
-               onChange={(value: any) => valueChangeHandler(null, "all", value)}
-               variant="standard"
-               useCase="filter"
-            />
+         return <Box display="flex" alignItems="flex-end" className="multiValue">
+            <Box width={"100%"}>
+               <DynamicSelect
+                  fieldPossibleValueProps={{tableName: table.name, fieldName: field.name, initialDisplayValue: null}}
+                  overrideId={field.name + "-multi-" + criteria.id}
+                  key={field.name + "-multi-" + criteria.id + "-" + criteria.values.length}
+                  isMultiple
+                  fieldLabel="Values"
+                  initialValues={initialValues}
+                  initiallyOpen={false /*initiallyOpenMultiValuePvs*/}
+                  inForm={false}
+                  onChange={(value: any) => valueChangeHandler(null, "all", value)}
+                  variant="standard"
+                  useCase="filter"
+               />
+            </Box>
+            <Box>
+               <FilterCriteriaPaster table={table} field={field} type="pvs" onSave={(newValues: any[]) => saveNewPasterValues(newValues)} />
+            </Box>
          </Box>;
    }
 

src/qqq/components/query/QueryScreenActionMenu.tsx

@@ -29,9 +29,9 @@ 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 {QActionsMenuButton} from "qqq/components/buttons/DefaultButtons";
 import React, {useState} from "react";
 import {useNavigate} from "react-router-dom";
-import {QActionsMenuButton} from "qqq/components/buttons/DefaultButtons";
 
 interface QueryScreenActionMenuProps
 {
@@ -40,28 +40,28 @@ interface QueryScreenActionMenuProps
    tableProcesses: QProcessMetaData[];
    bulkLoadClicked: () => void;
    bulkEditClicked: () => void;
+   bulkEditWithFileClicked: () => void;
    bulkDeleteClicked: () => void;
    processClicked: (process: QProcessMetaData) => void;
 }
 
-QueryScreenActionMenu.defaultProps = {
-};
+QueryScreenActionMenu.defaultProps = {};
 
-export default function QueryScreenActionMenu({metaData, tableMetaData, tableProcesses, bulkLoadClicked, bulkEditClicked, bulkDeleteClicked, processClicked}: QueryScreenActionMenuProps): JSX.Element
+export default function QueryScreenActionMenu({metaData, tableMetaData, tableProcesses, bulkLoadClicked, bulkEditClicked, bulkEditWithFileClicked, bulkDeleteClicked, processClicked}: QueryScreenActionMenuProps): JSX.Element
 {
-   const [anchorElement, setAnchorElement] = useState(null)
+   const [anchorElement, setAnchorElement] = useState(null);
 
    const navigate = useNavigate();
 
    const openActionsMenu = (event: any) =>
    {
       setAnchorElement(event.currentTarget);
-   }
+   };
 
    const closeActionsMenu = () =>
    {
       setAnchorElement(null);
-   }
+   };
 
    const pushDividerIfNeeded = (menuItems: JSX.Element[]) =>
    {
@@ -75,7 +75,7 @@ export default function QueryScreenActionMenu({metaData, tableMetaData, tablePro
    {
       closeActionsMenu();
       handler();
-   }
+   };
 
    const menuItems: JSX.Element[] = [];
    if (tableMetaData.capabilities.has(Capability.TABLE_INSERT) && tableMetaData.insertPermission)
@@ -85,6 +85,7 @@ export default function QueryScreenActionMenu({metaData, tableMetaData, tablePro
    if (tableMetaData.capabilities.has(Capability.TABLE_UPDATE) && tableMetaData.editPermission)
    {
       menuItems.push(<MenuItem key="bulkEdit" onClick={() => runSomething(bulkEditClicked)}><ListItemIcon><Icon>edit</Icon></ListItemIcon>Bulk Edit</MenuItem>);
+      menuItems.push(<MenuItem key="bulkEditWithFile" onClick={() => runSomething(bulkEditWithFileClicked)}><ListItemIcon><Icon>edit_note</Icon></ListItemIcon>Bulk Edit With File</MenuItem>);
    }
    if (tableMetaData.capabilities.has(Capability.TABLE_DELETE) && tableMetaData.deletePermission)
    {
@@ -130,5 +131,5 @@ export default function QueryScreenActionMenu({metaData, tableMetaData, tablePro
             {menuItems}
          </Menu>
       </>
-   )
+   );
 }

src/qqq/components/query/QuickFilter.tsx

@@ -38,7 +38,7 @@ 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";
+import React, {SyntheticEvent, useContext, useEffect, useReducer, useState} from "react";
 
 export type CriteriaParamType = QFilterCriteriaWithId | null | "tooComplex";
 
@@ -135,7 +135,7 @@ const getOperatorSelectedValue = (operatorOptions: OperatorOption[], criteria: Q
       return (filteredOptions[0]);
    }
 
-   if(return0thOptionInsteadOfNull)
+   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
@@ -144,7 +144,7 @@ const getOperatorSelectedValue = (operatorOptions: OperatorOption[], criteria: Q
          console.log("Criteria: " + JSON.stringify(criteria));
          console.log("Default Operator:   " + JSON.stringify(defaultOperator));
       }
-      catch(e)
+      catch (e)
       {
          console.log(`Error in debug output: ${e}`);
       }
@@ -186,6 +186,13 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
    //////////////////////
    const [, forceUpdate] = useReducer((x) => x + 1, 0);
 
+   useEffect(() =>
+   {
+      //////////////////////////////////////////////////////////////////////////////
+      // was not seeing criteria changes take place until watching it stringified //
+      //////////////////////////////////////////////////////////////////////////////
+      setCriteria(criteria);
+   }, [JSON.stringify(criteria)]);
 
    /*******************************************************************************
     **

src/qqq/models/processes/BulkLoadModels.ts

@@ -39,6 +39,7 @@ export class BulkLoadField
    headerName?: string = null;
    defaultValue?: any = null;
    doValueMapping: boolean = false;
+   clearIfEmpty?: boolean = false;
 
    wideLayoutIndexPath: number[] = [];
 
@@ -51,7 +52,7 @@ export class BulkLoadField
    /***************************************************************************
     **
     ***************************************************************************/
-   constructor(field: QFieldMetaData, tableStructure: BulkLoadTableStructure, valueType: ValueType = "column", columnIndex?: number, headerName?: string, defaultValue?: any, doValueMapping?: boolean, wideLayoutIndexPath: number[] = [], error: string = null, warning: string = null)
+   constructor(field: QFieldMetaData, tableStructure: BulkLoadTableStructure, valueType: ValueType = "column", columnIndex?: number, headerName?: string, defaultValue?: any, doValueMapping?: boolean, wideLayoutIndexPath: number[] = [], error: string = null, warning: string = null, clearIfEmpty?: boolean)
    {
       this.field = field;
       this.tableStructure = tableStructure;
@@ -64,6 +65,7 @@ export class BulkLoadField
       this.error = error;
       this.warning = warning;
       this.key = new Date().getTime().toString();
+      this.clearIfEmpty = clearIfEmpty ?? false;
    }
 
 
@@ -72,7 +74,7 @@ export class BulkLoadField
     ***************************************************************************/
    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));
+      return (new BulkLoadField(source.field, source.tableStructure, source.valueType, source.columnIndex, source.headerName, source.defaultValue, source.doValueMapping, source.wideLayoutIndexPath, source.error, source.warning, source.clearIfEmpty));
    }
 
 
@@ -173,6 +175,9 @@ export interface BulkLoadTableStructure
    associationPath: string;
    fields: QFieldMetaData[];
    associations: BulkLoadTableStructure[];
+   isBulkEdit: boolean;
+   possibleKeyFields: string[];
+   keyFields?: string;
 }
 
 
@@ -193,6 +198,8 @@ export class BulkLoadMapping
 
    valueMappings: { [fieldName: string]: { [fileValue: string]: any } } = {};
 
+   isBulkEdit: boolean;
+   keyFields: string;
    hasHeaderRow: boolean;
    layout: string;
 
@@ -211,6 +218,8 @@ export class BulkLoadMapping
          }
       }
 
+      this.isBulkEdit = tableStructure.isBulkEdit;
+      this.keyFields = tableStructure.keyFields;
       this.hasHeaderRow = true;
    }
 
@@ -218,11 +227,13 @@ export class BulkLoadMapping
    /***************************************************************************
     **
     ***************************************************************************/
-   private processTableStructure(tableStructure: BulkLoadTableStructure)
+   public processTableStructure(tableStructure: BulkLoadTableStructure)
    {
       const prefix = tableStructure.isMain ? "" : tableStructure.associationPath;
       this.fieldsByTablePrefix[prefix] = {};
       this.tablesByPath[prefix] = tableStructure;
+      this.isBulkEdit = tableStructure.isBulkEdit;
+      this.keyFields = tableStructure.keyFields;
 
       for (let field of tableStructure.fields)
       {
@@ -233,13 +244,35 @@ export class BulkLoadMapping
             this.fields[qualifiedName] = bulkLoadField;
             this.fieldsByTablePrefix[prefix][qualifiedName] = bulkLoadField;
 
-            if (tableStructure.isMain && field.isRequired)
+            if (this.isBulkEdit)
             {
-               this.requiredFields.push(bulkLoadField);
+               if (this.keyFields == null)
+               {
+                  this.unusedFields.push(bulkLoadField);
+               }
+               else
+               {
+                  const keyFields = this.keyFields.split("|");
+                  if (keyFields.includes(qualifiedName))
+                  {
+                     this.requiredFields.push(bulkLoadField);
+                  }
+                  else
+                  {
+                     this.unusedFields.push(bulkLoadField);
+                  }
+               }
             }
             else
             {
-               this.unusedFields.push(bulkLoadField);
+               if (tableStructure.isMain && field.isRequired)
+               {
+                  this.requiredFields.push(bulkLoadField);
+               }
+               else
+               {
+                  this.unusedFields.push(bulkLoadField);
+               }
             }
          }
       }
@@ -266,14 +299,16 @@ export class BulkLoadMapping
     ** 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
+   public static fromBulkLoadProfile(tableStructure: BulkLoadTableStructure, bulkLoadProfile: BulkLoadProfile, processName?: string): BulkLoadMapping
    {
       const bulkLoadMapping = new BulkLoadMapping(tableStructure);
 
       if (bulkLoadProfile.version == "v1")
       {
+         bulkLoadMapping.isBulkEdit = bulkLoadProfile.isBulkEdit;
          bulkLoadMapping.hasHeaderRow = bulkLoadProfile.hasHeaderRow;
          bulkLoadMapping.layout = bulkLoadProfile.layout;
+         bulkLoadMapping.keyFields = bulkLoadProfile.keyFields;
 
          ////////////////////////////////////////////////////////////////////////////////////////////////////////////////
          // function to get a bulkLoadMapping field by its (full) name - whether that's in the required fields list,   //
@@ -322,6 +357,7 @@ export class BulkLoadMapping
             {
                bulkLoadField.valueType = "column";
                bulkLoadField.doValueMapping = bulkLoadProfileField.doValueMapping;
+               bulkLoadField.clearIfEmpty = bulkLoadProfileField.clearIfEmpty;
                bulkLoadField.headerName = bulkLoadProfileField.headerName;
                bulkLoadField.columnIndex = bulkLoadProfileField.columnIndex;
 
@@ -344,6 +380,29 @@ export class BulkLoadMapping
             }
          }
 
+         if (!bulkLoadMapping.keyFields && tableStructure.possibleKeyFields?.length > 0)
+         {
+            ////////////////////////////////////////////////////////////////////////////////////////////////
+            // look at each of the possible key fields, compare with the fields in the bulk load profile, //
+            // on the first one that matches, use that as the default bulk load mapping key field         //
+            ////////////////////////////////////////////////////////////////////////////////////////////////
+            for (let keyField of tableStructure.possibleKeyFields)
+            {
+               const parts = keyField.split("|");
+               const allPartsMatch = parts.every(part =>
+                  (bulkLoadProfile.fieldList ?? []).some((field: BulkLoadProfileField) =>
+                     field.fieldName === part
+                  )
+               );
+
+               if (allPartsMatch)
+               {
+                  bulkLoadMapping.keyFields = keyField;
+                  break; // stop after the first valid match
+               }
+            }
+         }
+
          return (bulkLoadMapping);
       }
       else
@@ -365,6 +424,8 @@ export class BulkLoadMapping
       profile.version = "v1";
       profile.hasHeaderRow = this.hasHeaderRow;
       profile.layout = this.layout;
+      profile.isBulkEdit = this.isBulkEdit;
+      profile.keyFields = this.keyFields;
 
       for (let bulkLoadField of [...this.requiredFields, ...this.additionalFields])
       {
@@ -384,7 +445,7 @@ export class BulkLoadMapping
             }
             else
             {
-               const field: BulkLoadProfileField = {fieldName: fullFieldName, columnIndex: bulkLoadField.columnIndex, headerName: bulkLoadField.headerName, doValueMapping: bulkLoadField.doValueMapping};
+               const field: BulkLoadProfileField = {fieldName: fullFieldName, columnIndex: bulkLoadField.columnIndex, headerName: bulkLoadField.headerName, doValueMapping: bulkLoadField.doValueMapping, clearIfEmpty: bulkLoadField.clearIfEmpty};
 
                if (this.valueMappings[fullFieldName])
                {
@@ -576,6 +637,16 @@ export class BulkLoadMapping
       return (rs);
    }
 
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   public handleChangeToKeyFields(newKeyFields: any)
+   {
+      this.keyFields = newKeyFields;
+   }
+
+
    /***************************************************************************
     **
     ***************************************************************************/
@@ -600,7 +671,7 @@ export class BulkLoadMapping
             {
                const newField = BulkLoadField.clone(field);
                newField.columnIndex = null;
-               newField.warning = "This field was assigned to a column with a duplicated header"
+               newField.warning = "This field was assigned to a column with a duplicated header";
                newRequiredFields.push(newField);
                anyChangesToRequiredFields = true;
             }
@@ -616,7 +687,7 @@ export class BulkLoadMapping
             {
                const newField = BulkLoadField.clone(field);
                newField.columnIndex = null;
-               newField.warning = "This field was assigned to a column with a duplicated header"
+               newField.warning = "This field was assigned to a column with a duplicated header";
                newAdditionalFields.push(newField);
                anyChangesToAdditionalFields = true;
             }
@@ -798,6 +869,8 @@ export class BulkLoadProfile
    fieldList: BulkLoadProfileField[] = [];
    hasHeaderRow: boolean;
    layout: string;
+   isBulkEdit: boolean;
+   keyFields: string;
 }
 
 type BulkLoadProfileField =
@@ -807,6 +880,7 @@ type BulkLoadProfileField =
       headerName?: string,
       defaultValue?: any,
       doValueMapping?: boolean,
+      clearIfEmpty?: boolean,
       valueMappings?: { [fileValue: string]: any }
    };
 

src/qqq/pages/records/query/RecordQuery.tsx

@@ -1557,7 +1557,7 @@ const RecordQuery = forwardRef(({table, usage, isModal, isPreview, allowVariable
    /*******************************************************************************
     ** function to open one of the bulk (insert/edit/delete) processes.
     *******************************************************************************/
-   const openBulkProcess = (processNamePart: "Insert" | "Edit" | "Delete", processLabelPart: "Load" | "Edit" | "Delete") =>
+   const openBulkProcess = (processNamePart: "Insert" | "Edit" | "Delete" | "EditWithFile", processLabelPart: "Load" | "Edit" | "Delete" | "Edit With File") =>
    {
       const processList = allTableProcesses.filter(p => p.name.endsWith(`.bulk${processNamePart}`));
       if (processList.length > 0)
@@ -1593,6 +1593,15 @@ const RecordQuery = forwardRef(({table, usage, isModal, isPreview, allowVariable
    };
 
 
+   /*******************************************************************************
+    ** Event handler for the bulk-edit-with-file process being selected
+    *******************************************************************************/
+   const bulkEditWithFileClicked = () =>
+   {
+      openBulkProcess("EditWithFile", "Edit With File");
+   };
+
+
    /*******************************************************************************
     ** Event handler for the bulk-delete process being selected
     *******************************************************************************/
@@ -2861,6 +2870,7 @@ const RecordQuery = forwardRef(({table, usage, isModal, isPreview, allowVariable
                            tableProcesses={tableProcesses}
                            bulkLoadClicked={bulkLoadClicked}
                            bulkEditClicked={bulkEditClicked}
+                           bulkEditWithFileClicked={bulkEditWithFileClicked}
                            bulkDeleteClicked={bulkDeleteClicked}
                            processClicked={processClicked}
                         />

src/qqq/utils/GoogleAnalyticsUtils.ts

@@ -102,7 +102,7 @@ export default class GoogleAnalyticsUtils
          console.log("Error reading session values from localStorage: " + e);
       }
 
-      if (this.metaData.environmentValues.get("GOOGLE_ANALYTICS_ENABLED") == "true" && this.metaData.environmentValues.get("GOOGLE_ANALYTICS_TRACKING_ID"))
+      if (this.metaData.environmentValues?.get("GOOGLE_ANALYTICS_ENABLED") == "true" && this.metaData.environmentValues?.get("GOOGLE_ANALYTICS_TRACKING_ID"))
       {
          this.active = true;
 

src/qqq/utils/qqq/FilterUtils.tsx

@@ -133,7 +133,7 @@ class FilterUtils
                }
                else
                {
-                  values = await qController.possibleValues(fieldTable.name, null, field.name, "", values, undefined, "filter");
+                  values = await qController.possibleValues(fieldTable.name, null, field.name, "", values, undefined, undefined, "filter");
                }
             }
 

src/qqq/utils/qqq/ValueUtils.tsx

@@ -267,7 +267,13 @@ class ValueUtils
    {
       if (!displayValue && field.defaultValue)
       {
-         displayValue = field.defaultValue;
+         /////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+         // note, at one point in time, we used a field's default value here if no displayValue... but that feels 100% wrong,   //
+         // e.g., a null field would show up (on a query or view screen) has having some value!                                 //
+         // not sure if this was maybe supposed to be displayValue = rawValue, but, keep that in mind, and keep this block here //
+         // in case we run into issues and need to revisit/rethink                                                              //
+         /////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+         // displayValue = field.defaultValue;
       }
 
       if (field.type === QFieldType.DATE_TIME)

src/test/java/com/kingsrook/qqq/frontend/materialdashboard/selenium/lib/QueryScreenLib.java

@@ -103,6 +103,30 @@ public class QueryScreenLib
 
 
 
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public void openCriteriaPasterAndPasteValues(String fieldName, List<String> values)
+   {
+      /////////////////////////////////////////////////////////////////////////////
+      // open the is any of criteria for given field and click the paster button //
+      /////////////////////////////////////////////////////////////////////////////
+      qSeleniumLib.waitForSelectorContaining("BUTTON", fieldName).click();
+      qSeleniumLib.waitForSelector("#criteriaOperator").click();
+      qSeleniumLib.waitForSelectorContaining("LI", "is any of").click();
+      qSeleniumLib.waitForMillis(250);
+      qSeleniumLib.waitForSelector(".criteriaPasterButton").click();
+
+      ////////////////////////////////////////
+      // paste the values into the textarea //
+      ////////////////////////////////////////
+      qSeleniumLib
+         .waitForSelector(".criteriaPasterTextArea textarea#outlined-multiline-static")
+         .sendKeys(String.join("\n", values));
+   }
+
+
+
    /*******************************************************************************
     **
     *******************************************************************************/

src/test/java/com/kingsrook/qqq/frontend/materialdashboard/selenium/tests/query/QueryScreenTest.java

@@ -22,13 +22,16 @@
 package com.kingsrook.qqq.frontend.materialdashboard.selenium.tests.query;
 
 
+import java.util.HashSet;
 import java.util.List;
+import java.util.stream.Collectors;
 import com.kingsrook.qqq.frontend.materialdashboard.selenium.lib.QBaseSeleniumTest;
 import com.kingsrook.qqq.frontend.materialdashboard.selenium.lib.QQQMaterialDashboardSelectors;
 import com.kingsrook.qqq.frontend.materialdashboard.selenium.lib.QueryScreenLib;
 import com.kingsrook.qqq.frontend.materialdashboard.selenium.lib.javalin.CapturedContext;
 import com.kingsrook.qqq.frontend.materialdashboard.selenium.lib.javalin.QSeleniumJavalin;
 import org.junit.jupiter.api.Test;
+import org.openqa.selenium.WebElement;
 import static org.assertj.core.api.Assertions.assertThat;
 
 
@@ -200,6 +203,204 @@ public class QueryScreenTest extends QBaseSeleniumTest
 
 
 
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   @Test
+   void testCriteriaPasterHappyPath()
+   {
+      QueryScreenLib queryScreenLib = new QueryScreenLib(qSeleniumLib);
+
+      ////////////////////////////
+      // go to the person page //
+      ////////////////////////////
+      qSeleniumLib.gotoAndWaitForBreadcrumbHeaderToContain("/peopleApp/greetingsApp/person", "Person");
+      queryScreenLib.waitForQueryToHaveRan();
+
+      //////////////////////////////////////
+      // open the paste values dialog UI //
+      //////////////////////////////////////
+      queryScreenLib.openCriteriaPasterAndPasteValues("id", List.of("1", "2", "3"));
+
+      ///////////////////////////////////////////////////////////////
+      // wait for chips to appear in the filter values review box //
+      ///////////////////////////////////////////////////////////////
+      assertFilterPasterChipCounts(3, 0);
+
+      ///////////////////////////////////////////////
+      // confirm each chip has the blue color class //
+      ///////////////////////////////////////////////
+      qSeleniumLib.waitForSelectorAll(".MuiChip-root", 3).forEach(chip ->
+      {
+         String classAttr = chip.getAttribute("class");
+         assertThat(classAttr).contains("MuiChip-colorInfo");
+      });
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   @Test
+   void testCriteriaPasterInvalidValueValidation()
+   {
+      QueryScreenLib queryScreenLib = new QueryScreenLib(qSeleniumLib);
+
+      ////////////////////////////
+      // go to the person page //
+      ////////////////////////////
+      qSeleniumLib.gotoAndWaitForBreadcrumbHeaderToContain("/peopleApp/greetingsApp/person", "Person");
+      queryScreenLib.waitForQueryToHaveRan();
+
+      //////////////////////////////////////
+      // open the paste values dialog UI //
+      //////////////////////////////////////
+      queryScreenLib.openCriteriaPasterAndPasteValues("id", List.of("1", "a", "3"));
+
+      //////////////////////////////////////////////////////
+      // check that chips match values and are classified //
+      //////////////////////////////////////////////////////
+      assertFilterPasterChipCounts(2, 1);
+
+      ////////////////////////////////////////////////////////////////////
+      // confirm that an appropriate validation error message is shown //
+      ////////////////////////////////////////////////////////////////////
+      WebElement errorMessage = qSeleniumLib.waitForSelectorContaining("span", "value is not a number");
+      assertThat(errorMessage.getText()).contains("value is not a number");
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   @Test
+   void testCriteriaPasterDuplicateValueValidation()
+   {
+      QueryScreenLib queryScreenLib = new QueryScreenLib(qSeleniumLib);
+
+      ////////////////////////////
+      // go to the person page //
+      ////////////////////////////
+      qSeleniumLib.gotoAndWaitForBreadcrumbHeaderToContain("/peopleApp/greetingsApp/person", "Person");
+      queryScreenLib.waitForQueryToHaveRan();
+
+      //////////////////////////////////////
+      // open the paste values dialog UI //
+      //////////////////////////////////////
+      List<String> pastedValues = List.of("1", "1", "1", "2", "2");
+      queryScreenLib.openCriteriaPasterAndPasteValues("id", pastedValues);
+
+      ///////////////////////////////////////////////
+      // expected chip & uniqueness calculations  //
+      ///////////////////////////////////////////////
+      int totalCount  = pastedValues.size();                // 5
+      int uniqueCount = new HashSet<>(pastedValues).size(); // 2
+
+      /////////////////////////////
+      // chips should show dupes //
+      /////////////////////////////
+      assertFilterPasterChipCounts(pastedValues.size(), 0);
+
+      ////////////////////////////////////////////////////////////////
+      // counter text should match “5 values (2 unique)” (or alike) //
+      ////////////////////////////////////////////////////////////////
+      String     expectedCounter = totalCount + " values (" + uniqueCount + " unique)";
+      WebElement counterLabel    = qSeleniumLib.waitForSelectorContaining("span", "unique");
+      assertThat(counterLabel.getText()).contains(expectedCounter);
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   @Test
+   void testCriteriaPasterWithPVSHappyPath()
+   {
+      QueryScreenLib queryScreenLib = new QueryScreenLib(qSeleniumLib);
+
+      ////////////////////////////
+      // go to the person page //
+      ////////////////////////////
+      qSeleniumLib.gotoAndWaitForBreadcrumbHeaderToContain("/peopleApp/greetingsApp/person", "Person");
+      queryScreenLib.waitForQueryToHaveRan();
+
+      //////////////////////////////////////
+      // open the paste values dialog UI //
+      //////////////////////////////////////
+      queryScreenLib.addBasicFilter("home city");
+      queryScreenLib.openCriteriaPasterAndPasteValues("home city", List.of("St. Louis", "chesterfield"));
+      qSeleniumLib.waitForSeconds(1);
+
+      ///////////////////////////////////////////////////////////////
+      // wait for chips to appear in the filter values review box //
+      ///////////////////////////////////////////////////////////////
+      assertFilterPasterChipCounts(2, 0);
+
+      ///////////////////////////////////////////////
+      // confirm each chip has the blue color class //
+      ///////////////////////////////////////////////
+      qSeleniumLib.waitForSelectorAll(".MuiChip-root", 2).forEach(chip ->
+      {
+         String classAttr = chip.getAttribute("class");
+         assertThat(classAttr).contains("MuiChip-colorInfo");
+      });
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   @Test
+   void testCriteriaPasterWithPVSTwoGoodOneBadAndDupes()
+   {
+      QueryScreenLib queryScreenLib = new QueryScreenLib(qSeleniumLib);
+
+      ////////////////////////////
+      // go to the person page //
+      ////////////////////////////
+      qSeleniumLib.gotoAndWaitForBreadcrumbHeaderToContain("/peopleApp/greetingsApp/person", "Person");
+      queryScreenLib.waitForQueryToHaveRan();
+
+      //////////////////////////////////////
+      // open the paste values dialog UI //
+      //////////////////////////////////////
+      List<String> cities = List.of("St. Louis", "chesterfield", "Maryville", "st. louis", "st. louis", "chesterfield");
+      queryScreenLib.addBasicFilter("home city");
+      queryScreenLib.openCriteriaPasterAndPasteValues("home city", cities);
+      qSeleniumLib.waitForSeconds(1);
+
+      ///////////////////////////////////////////////
+      // expected chip & uniqueness calculations  //
+      ///////////////////////////////////////////////
+      int totalCount  = cities.size();
+      int uniqueCount = cities.stream().map(String::toLowerCase).collect(Collectors.toSet()).size();
+
+      ///////////////////////////////////////////
+      // chips should show dupes and bad chips //
+      ///////////////////////////////////////////
+      assertFilterPasterChipCounts(5, 1);
+
+      ////////////////////////////////////////////////////////////////
+      // counter text should match “5 values (2 unique)” (or alike) //
+      ////////////////////////////////////////////////////////////////
+      String     expectedCounter = totalCount + " values (" + uniqueCount + " unique)";
+      WebElement counterLabel    = qSeleniumLib.waitForSelectorContaining("span", "unique");
+      assertThat(counterLabel.getText()).contains(expectedCounter);
+
+      //////////////////////////////////////////
+      // assert the "value not found" warning //
+      //////////////////////////////////////////
+      WebElement warning = qSeleniumLib.waitForSelectorContaining("span", "was not found");
+      assertThat(warning.getText()).contains("1 value was not found and will not be added to the filter");
+
+   }
+
+
+
    /*******************************************************************************
     **
     *******************************************************************************/
@@ -273,4 +474,18 @@ public class QueryScreenTest extends QBaseSeleniumTest
       queryScreenLib.clickAdvancedFilterClearIcon();
    }
 
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   private void assertFilterPasterChipCounts(int expectedValid, int expectedInvalid)
+   {
+      List<WebElement> chips      = qSeleniumLib.waitForSelectorAll(".MuiChip-root", expectedValid + expectedInvalid);
+      long             validCount = chips.stream().filter(c -> c.getAttribute("class").contains("MuiChip-colorInfo")).count();
+      long             errorCount = chips.stream().filter(c -> c.getAttribute("class").contains("MuiChip-colorError")).count();
+
+      assertThat(validCount).isEqualTo(expectedValid);
+      assertThat(errorCount).isEqualTo(expectedInvalid);
+   }
 }