Checkpoint Commit - Working larger test data and frontend polishing

Feature/search possible values by label

.gitignore

@@ -5,6 +5,7 @@
 .yalc*
 yalc.lock
 .env
+/certs
 
 # dependencies
 /node_modules
@@ -30,3 +31,4 @@ yalc.lock
 npm-debug.log*
 yarn-debug.log*
 yarn-error.log*
+/src/main/resources/material-dashboard/

README.md

@@ -154,7 +154,7 @@ material-dashboard-2-pro-react-ts
     │   │   ├── Cards
     │   │   ├── Charts
     │   │   ├── Configurator
-    │   │   ├── Footer
+    │   │   ├── FooterCard
     │   │   ├── Items
     │   │   ├── LayoutContainers
     │   │   ├── Lists

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": "1.0.113",
+      "@kingsrook/qqq-frontend-core": "1.0.122",
       "@mui/icons-material": "5.4.1",
       "@mui/material": "5.11.1",
       "@mui/styles": "5.11.1",
@@ -23,6 +23,8 @@
       "@types/react-dom": "18.0.0",
       "@types/react-router-hash-link": "2.4.5",
       "ace-builds": "1.12.3",
+      "ajv": "^8.11.0",
+      "ajv-keywords": "^5.1.0",
       "chart.js": "3.4.1",
       "chroma-js": "2.4.2",
       "cmdk": "0.2.0",
@@ -36,6 +38,8 @@
       "html-to-text": "^9.0.5",
       "http-proxy-middleware": "2.0.6",
       "jwt-decode": "3.1.2",
+      "lodash": "4.17.21",
+      "oidc-client-ts": "2.4.1",
       "rapidoc": "9.3.4",
       "react": "18.0.0",
       "react-ace": "10.1.0",
@@ -49,6 +53,7 @@
       "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",
@@ -57,14 +62,15 @@
       "yup": "0.32.11"
    },
    "scripts": {
-      "build": "react-scripts build",
+      "build": "PUBLIC_URL=. react-scripts build",
       "clean": "rm -rf node_modules package-lock.json lib",
       "eject": "react-scripts eject",
       "clean-and-install": "rm -rf node_modules/ && rm -rf package-lock.json && rm -rf lib/ && npm install --legacy-peer-deps && npm dedupe --force",
       "npm-install": "npm install --legacy-peer-deps",
       "prepublishOnly": "tsc -p ./ --outDir lib/",
-      "start": "BROWSER=none react-scripts --max-http-header-size=65535 start",
+      "start": "PUBLIC_URL=. BROWSER=none react-scripts --max-http-header-size=65535 start",
-      "test": "react-scripts test"
+      "test": "react-scripts test",
+      "export": "rm -rf dist && PUBLIC_URL=. react-scripts build && rm -rf src/main/resources/material-dashboard && mkdir -p src/main/resources/material-dashboard && cp -r build/* src/main/resources/material-dashboard"
    },
    "eslintConfig": {
       "extends": [

pom.xml

@@ -29,7 +29,7 @@
    <packaging>jar</packaging>
 
    <properties>
-      <revision>0.24.0-SNAPSHOT</revision>
+      <revision>0.26.0-SNAPSHOT</revision>
 
       <project.build.sourceEncoding>UTF-8</project.build.sourceEncoding>
       <project.reporting.outputEncoding>UTF-8</project.reporting.outputEncoding>
@@ -66,7 +66,7 @@
       <dependency>
          <groupId>com.kingsrook.qqq</groupId>
          <artifactId>qqq-backend-core</artifactId>
-         <version>0.21.0</version>
+         <version>0.26.0-SNAPSHOT</version>
       </dependency>
       <dependency>
          <groupId>org.slf4j</groupId>

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";
@@ -29,16 +28,20 @@ import {QInstance} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QInstan
 import {QProcessMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QProcessMetaData";
 import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
 import Avatar from "@mui/material/Avatar";
+import Box from "@mui/material/Box";
 import CssBaseline from "@mui/material/CssBaseline";
 import Icon from "@mui/material/Icon";
 import {ThemeProvider} from "@mui/material/styles";
 import {LicenseInfo} from "@mui/x-license-pro";
 import 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 {setMiniSidenav, setOpenConfigurator, useMaterialUIController} from "qqq/context";
+import {getBannerClassName, getBannerStyles, getBanner, makeBannerContent} from "qqq/components/misc/Banners";
+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";
@@ -62,10 +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]);
+   authenticationMetaData: QAuthenticationMetaData;
-   const {user, getAccessTokenSilently, logout} = useAuth0();
+}
+
+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({});
@@ -74,68 +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(() =>
+   Client.setUnauthorizedCallback(() => doLogout());
-   {
-      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);
-   };
 
+   /////////////////////////////////////////////////
+   // deal with making sure user is authenticated //
+   /////////////////////////////////////////////////
    useEffect(() =>
    {
       if (loadingToken)
@@ -146,65 +105,17 @@ export default function App()
 
       (async () =>
       {
-         const authenticationMetaData: QAuthenticationMetaData = await qController.getAuthenticationMetaData();
-
          if (authenticationMetaData.type === "AUTH_0")
          {
-            /////////////////////////////////////////
+            await auth0SetupSession();
-            // 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
+         else if (authenticationMetaData.type === "OAUTH2")
          {
-                  console.log("Using existing sessionUUID cookie");
+            await oauth2SetupSession();
-               }
-
-               setIsFullyAuthenticated(true);
-               qController.setGotAuthentication();
-
-               setLoggedInUser(user);
-               console.log("Token load complete.");
-            }
-            catch (e)
-            {
-               console.log(`Error loading token: ${JSON.stringify(e)}`);
-               qController.clearAuthenticationMetaDataLocalStorage();
-               localStorage.removeItem("accessToken");
-               removeCookie(SESSION_UUID_COOKIE_NAME, {path: "/"});
-               logout();
-               return;
-            }
          }
          else if (authenticationMetaData.type === "FULLY_ANONYMOUS" || authenticationMetaData.type === "MOCK")
          {
-            /////////////////////////////////////////////
+            await anonymousSetupSession();
-            // use a random token if anonymous or mock //
-            /////////////////////////////////////////////
-            console.log("Generating random token...");
-            setIsFullyAuthenticated(true);
-            qController.setGotAuthentication();
-            setCookie(SESSION_UUID_COOKIE_NAME, Md5.hashStr(`${new Date()}`), {path: "/"});
-            console.log("Token generation complete.");
-            return;
          }
          else
          {
@@ -220,13 +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();
@@ -519,11 +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",
@@ -592,10 +525,7 @@ export default function App()
                   localStorage.removeItem("accessToken");
                   removeCookie(SESSION_UUID_COOKIE_NAME, {path: "/"});
 
-                  //////////////////////////////////////////////////////
+                  doLogout();
-                  // todo - this is auth0 logout... make more generic //
-                  //////////////////////////////////////////////////////
-                  logout();
                   return;
                }
             }
@@ -603,7 +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)
@@ -613,7 +545,9 @@ export default function App()
       }
    };
 
-   // Close sidenav when mouse leave mini sidenav
+   /////////////////////////////////////////////////
+   // Close sidenav when mouse leave mini sidenav //
+   /////////////////////////////////////////////////
    const handleOnMouseLeave = () =>
    {
       if (onMouseEnter)
@@ -623,16 +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;
@@ -672,12 +604,12 @@ 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)
+      setUserId(loggedInUser?.email);
-   }, [user]);
+   }, [loggedInUser]);
 
 
    const [googleAnalyticsUtils] = useState(new GoogleAnalyticsUtils());
@@ -687,9 +619,35 @@ 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);
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function banner(): JSX.Element | null
+   {
+      const banner = getBanner(metaData?.branding, "QFMD_TOP_OF_SITE");
+
+      if (!banner)
+      {
+         return (null);
+      }
+
+      return (<Box className={getBannerClassName(banner)} sx={{display: "flex", justifyContent: "center", padding: "0.5rem", position: "sticky", top: "0", zIndex: 1, ...getBannerStyles(banner)}}>
+         {makeBannerContent(banner)}
+      </Box>);
+   }
 
    return (
 
@@ -718,6 +676,7 @@ export default function App()
             <ThemeProvider theme={theme}>
                <CssBaseline />
                <CommandMenu metaData={metaData} />
+               {banner()}
                <Sidenav
                   color={sidenavColor}
                   icon={branding.icon}
@@ -727,6 +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 +19,111 @@
  * 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 useAnonymousAuthenticationModule from "qqq/authorization/anonymous/useAnonymousAuthenticationModule";
-import ProtectedRoute from "qqq/authorization/auth0/ProtectedRoute";
+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)
+function getBasePath(): string
 {
-   qController.clearAuthenticationMetaDataLocalStorage()
+   // You can change this logic depending on how you detect your mount point
+   const path = window.location.pathname;
+
+   console.warn("Using hacked base path for QQQ application, please update this code to be better : path ["+ path +"].");
+
+   // Example: If app is deployed at /admin or /portal
+   if (path.startsWith("/admin")) return "/admin";
+   if (path.startsWith("/portal")) return "/portal";   // TODO: This is all temporary, we need to fix this properly
+
+   return "/";
 }
 
-const authenticationMetaDataPromise: Promise<QAuthenticationMetaData> = qController.getAuthenticationMetaData()
+if (document.location.search && document.location.search.indexOf("clearAuthenticationMetaDataLocalStorage") > -1)
+{
+   qController.clearAuthenticationMetaDataLocalStorage();
+}
+
+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) =>
+    **
+    ***************************************************************************/
+   function Auth0RouterBody()
    {
-         navigate((appState && appState.returnTo) || window.location.pathname);
+      const {renderAppWrapper} = useAuth0AuthenticationModule({});
-      };
+      return (renderAppWrapper(authenticationMetaData));
-      if (searchParams.get("error"))
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function OAuth2RouterBody()
    {
-         return (
+      const {renderAppWrapper} = useOAuth2AuthenticationModule({inOAuthContext: false});
-            // @ts-ignore
+      return (renderAppWrapper(authenticationMetaData, (
-            <Auth0Provider {...props}>
+         <MaterialUIControllerProvider>
-               <HandleAuthorizationError errorMessage={searchParams.get("error_description")} />
+            <App authenticationMetaData={authenticationMetaData} />
-            </Auth0Provider>
+         </MaterialUIControllerProvider>
-         );
+      )));
    }
-      else
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function AnonymousRouterBody()
    {
-         return (
+      const {renderAppWrapper} = useAnonymousAuthenticationModule({});
-            // @ts-ignore
+      return (renderAppWrapper(authenticationMetaData, (
-            <Auth0Provider onRedirectCallback={onRedirectCallback} {...props}>
+         <MaterialUIControllerProvider>
-               {children}
+            <App authenticationMetaData={authenticationMetaData} />
-            </Auth0Provider>
+         </MaterialUIControllerProvider>
-         );
+      )));
-      }
    }
 
+
    const container = document.getElementById("root");
    const root = createRoot(container);
 
    if (authenticationMetaData.type === "AUTH_0")
    {
-      // @ts-ignore
+      root.render(<BrowserRouter basename={getBasePath()}>
-      let domain: string = authenticationMetaData.data.baseUrl;
+         <Auth0RouterBody />
-
+      </BrowserRouter>);
-      // @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;
    }
-
+   else if (authenticationMetaData.type === "OAUTH2")
-      if(domain.endsWith("/"))
    {
-         /////////////////////////////////////////////////////////////////////////////////////
+      root.render(<BrowserRouter basename={getBasePath()}>
-         // auth0 lib fails if we have a trailing slash.  be a bit more graceful than that. //
+         <OAuth2RouterBody />
-         /////////////////////////////////////////////////////////////////////////////////////
+      </BrowserRouter>);
-         domain = domain.replace(/\/$/, "");
    }
-
+   else if (authenticationMetaData.type === "FULLY_ANONYMOUS" || authenticationMetaData.type === "MOCK")
-      root.render(
+   {
-         <BrowserRouter>
+      root.render(<BrowserRouter basename={getBasePath()}>
-            <Auth0ProviderWithRedirectCallback
+         <AnonymousRouterBody />
-               domain={domain}
+      </BrowserRouter>);
-               clientId={clientId}
-               audience={audience}
-               redirectUri={`${window.location.origin}/`}
-            >
-               <MaterialUIControllerProvider>
-                  <ProtectedRoute component={App} />
-               </MaterialUIControllerProvider>
-            </Auth0ProviderWithRedirectCallback>
-         </BrowserRouter>
-      );
    }
    else
    {
-      root.render(
+      root.render(<div>
-         <BrowserRouter>
+         Error: Unknown authenticationMetaData type: [{authenticationMetaData.type}].
-            <MaterialUIControllerProvider>
+      </div>);
-               <App />
-            </MaterialUIControllerProvider>
-         </BrowserRouter>
-      );
    }
 
-})
+});

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

@@ -1,6 +1,6 @@
 /*
  * QQQ - Low-code Application Framework for Engineers.
- * Copyright (C) 2021-2022.  Kingsrook, LLC
+ * 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/
@@ -19,20 +19,18 @@
  * along with this program.  If not, see <https://www.gnu.org/licenses/>.
  */
 
-import {useAuth0} from "@auth0/auth0-react";
+package com.kingsrook.qqq.frontend.materialdashboard.model.metadata;
-import {Button} from "@mui/material";
-import React from "react";
 
-function AuthenticationButton()
+
+import com.kingsrook.qqq.backend.core.model.metadata.branding.BannerSlot;
+
+
+/*******************************************************************************
+ **
+ *******************************************************************************/
+public enum MaterialDashboardBannerSlots implements BannerSlot
 {
-   const {loginWithRedirect, logout, isAuthenticated} = useAuth0();
+   QFMD_TOP_OF_SITE,
-
+   QFMD_TOP_OF_BODY,
-   if (isAuthenticated)
+   QFMD_SIDE_NAV_UNDER_LOGO
-   {
-      return <Button onClick={() => logout({returnTo: window.location.origin})}>Log Out</Button>;
-   }
-
-   return <Button onClick={() => loginWithRedirect()}>Log In</Button>;
 }
-
-export default AuthenticationButton;

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/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 +36,99 @@ 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();
+   }, [JSON.stringify(chipData)]);
 
    useEffect(() =>
    {
-      handleChipChange(chips);
+      handleChipChange(isMakingRequest, chipValidity, chipPVSIds);
-   }, [chips, handleChipChange]);
+   }, [chipValidity, chipPVSIds, isMakingRequest]);
 
    function handleKeyDown(event: any)
    {
@@ -64,13 +144,16 @@ 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 +170,26 @@ 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 +207,7 @@ 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 +216,16 @@ 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"}
+                                          onChange={determineChipColors}
-                                          key={`${item}-${i}`}
+                                          color={chipColors[index]}
+                                          key={`${item}-${index}`}
                                           variant="outlined"
                                           tabIndex={-1}
                                           label={item}
                                           className={classes.chip}
                                        />
-
                                     ))
                                  }
                               </div>,
@@ -158,6 +249,7 @@ function ChipTextField({...props})
       </React.Fragment>
    );
 }
+
 ChipTextField.defaultProps = {
    chipData: []
 };
@@ -166,4 +258,4 @@ ChipTextField.propTypes = {
    chipData: arrayOf(string)
 };
 
-export default ChipTextField
+export default ChipTextField;

src/qqq/components/forms/DynamicForm.tsx

@@ -57,7 +57,7 @@ function QDynamicForm({formData, formLabel, bulkEditMode, bulkEditSwitchChangeHa
             <MDTypography variant="h5">{formLabel}</MDTypography>
          </Box>
          <Box mt={1.625}>
-            <Grid container spacing={3}>
+            <Grid container lg={12} display="flex" spacing={3}>
                {formFields
                   && Object.keys(formFields).length > 0
                   && Object.keys(formFields).map((fieldName: any) =>
@@ -74,13 +74,14 @@ function QDynamicForm({formData, formLabel, bulkEditMode, bulkEditSwitchChangeHa
                      }
 
                      let formattedHelpContent = <HelpContent helpContents={field?.fieldMetaData?.helpContents} roles={helpRoles} helpContentKey={`${helpContentKeyPrefix ?? ""}field:${fieldName}`} />;
-                     if(formattedHelpContent)
+                     if (formattedHelpContent)
                      {
-                        formattedHelpContent = <Box color="#757575" fontSize="0.875rem" mt="-0.25rem">{formattedHelpContent}</Box>
+                        formattedHelpContent = <Box color="#757575" fontSize="0.875rem" mt="-0.25rem">{formattedHelpContent}</Box>;
                      }
 
                      const labelElement = <DynamicFormFieldLabel name={field.name} label={field.label} />;
 
+                     let itemLG = (field?.fieldMetaData?.gridColumns && field?.fieldMetaData?.gridColumns > 0) ? field.fieldMetaData.gridColumns : 6;
                      let itemXS = 12;
                      let itemSM = 6;
 
@@ -92,13 +93,14 @@ function QDynamicForm({formData, formLabel, bulkEditMode, bulkEditSwitchChangeHa
                         const fileUploadAdornment = field.fieldMetaData?.getAdornment(AdornmentType.FILE_UPLOAD);
                         const width = fileUploadAdornment?.values?.get("width") ?? "half";
 
-                        if(width == "full")
+                        if (width == "full")
                         {
                            itemSM = 12;
+                           itemLG = 12;
                         }
 
                         return (
-                           <Grid item xs={itemXS} sm={itemSM} key={fieldName}>
+                           <Grid item lg={itemLG} xs={itemXS} sm={itemSM} flexDirection="column" key={fieldName}>
                               {labelElement}
                               <FileInputField field={field} record={record} errorMessage={errors[fieldName]} />
                            </Grid>
@@ -114,10 +116,10 @@ function QDynamicForm({formData, formLabel, bulkEditMode, bulkEditSwitchChangeHa
                         Object.keys(values).forEach((key) =>
                         {
                            otherValuesMap.set(key, values[key]);
-                        })
+                        });
 
                         return (
-                           <Grid item xs={itemXS} sm={itemSM} key={fieldName}>
+                           <Grid item lg={itemLG} xs={itemXS} sm={itemSM} key={fieldName}>
                               {labelElement}
                               <DynamicSelect
                                  fieldPossibleValueProps={field.possibleValueProps}
@@ -138,7 +140,7 @@ function QDynamicForm({formData, formLabel, bulkEditMode, bulkEditSwitchChangeHa
                      // everything else!! //
                      ///////////////////////
                      return (
-                        <Grid item xs={itemXS} sm={itemSM} key={fieldName}>
+                        <Grid item lg={itemLG} xs={itemXS} sm={itemSM} key={fieldName}>
                            {labelElement}
                            <QDynamicFormField
                               id={field.name}

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 +142,10 @@ function QDynamicFormField({
                   newValue = newValue.toLowerCase();
                }
                setFieldValue(name, newValue);
+               if (onChangeCallback)
+               {
                   onChangeCallback(newValue);
+               }
             });
 
             const input = document.getElementById(name) as HTMLInputElement;
@@ -150,7 +154,7 @@ function QDynamicFormField({
                input.setSelectionRange(beforeStart, beforeEnd);
             }
          }
-         else if(onChangeCallback)
+         else if (onChangeCallback)
          {
             onChangeCallback(e.currentTarget.value);
          }
@@ -162,15 +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}
@@ -183,7 +187,7 @@ function QDynamicFormField({
          onChange={dynamicSelectOnChange}
          // otherValues={otherValuesMap}
          useCase="form"
-      />)
+      />);
    }
    else if (type === "checkbox")
    {
@@ -217,7 +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

@@ -66,7 +66,7 @@ interface Props
    defaultValues: { [key: string]: string };
    disabledFields: { [key: string]: boolean } | string[];
    isCopy?: boolean;
-   onSubmitCallback?: (values: any) => void;
+   onSubmitCallback?: (values: any, tableName: string) => void;
    overrideHeading?: string;
 }
 
@@ -173,7 +173,7 @@ function EntityForm(props: Props): JSX.Element
     *******************************************************************************/
    function openAddChildRecord(name: string, widgetData: any)
    {
-      let defaultValues = widgetData.defaultValuesForNewChildRecords;
+      let defaultValues = widgetData.defaultValuesForNewChildRecords || {};
 
       let disabledFields = widgetData.disabledFieldsForNewChildRecords;
       if (!disabledFields)
@@ -181,6 +181,18 @@ function EntityForm(props: Props): JSX.Element
          disabledFields = widgetData.defaultValuesForNewChildRecords;
       }
 
+      ///////////////////////////////////////////////////////////////////////////////////////
+      // copy values from specified fields in the parent record down into the child record //
+      ///////////////////////////////////////////////////////////////////////////////////////
+      if (widgetData.defaultValuesForNewChildRecordsFromParentFields)
+      {
+         for (let childField in widgetData.defaultValuesForNewChildRecordsFromParentFields)
+         {
+            const parentField = widgetData.defaultValuesForNewChildRecordsFromParentFields[childField];
+            defaultValues[childField] = formValues[parentField];
+         }
+      }
+
       doOpenEditChildForm(name, widgetData.childTableMetaData, null, defaultValues, disabledFields);
    }
 
@@ -208,7 +220,7 @@ function EntityForm(props: Props): JSX.Element
    function deleteChildRecord(name: string, widgetData: any, rowIndex: number)
    {
       updateChildRecordList(name, "delete", rowIndex);
-   };
+   }
 
 
    /*******************************************************************************
@@ -243,16 +255,16 @@ function EntityForm(props: Props): JSX.Element
    /*******************************************************************************
     **
     *******************************************************************************/
-   function submitEditChildForm(values: any)
+   function submitEditChildForm(values: any, tableName: string)
    {
-      updateChildRecordList(showEditChildForm.widgetName, showEditChildForm.rowIndex == null ? "insert" : "edit", showEditChildForm.rowIndex, values);
+      updateChildRecordList(showEditChildForm.widgetName, showEditChildForm.rowIndex == null ? "insert" : "edit", showEditChildForm.rowIndex, values, tableName);
    }
 
 
    /*******************************************************************************
     **
     *******************************************************************************/
-   async function updateChildRecordList(widgetName: string, action: "insert" | "edit" | "delete", rowIndex?: number, values?: any)
+   async function updateChildRecordList(widgetName: string, action: "insert" | "edit" | "delete", rowIndex?: number, values?: any, childTableName?: string)
    {
       const metaData = await qController.loadMetaData();
       const widgetMetaData = metaData.widgets.get(widgetName);
@@ -263,13 +275,38 @@ function EntityForm(props: Props): JSX.Element
          newChildListWidgetData[widgetName].queryOutput.records = [];
       }
 
+      ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      // 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)
+      {
+         ///////////////////////////////////////////////////////////////////////////////////////////////////////
+         // this function internally memoizes, so, we could potentially avoid an await here, but, seems ok... //
+         ///////////////////////////////////////////////////////////////////////////////////////////////////////
+         const childTableMetaData = await qController.loadTableMetaData(childTableName);
+         for (let key in values)
+         {
+            const value = values[key];
+            const field = childTableMetaData.fields.get(key);
+            if (field.possibleValueSourceName)
+            {
+               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;
+               }
+            }
+         }
+      }
+
       switch (action)
       {
          case "insert":
-            newChildListWidgetData[widgetName].queryOutput.records.push({values: values});
+            newChildListWidgetData[widgetName].queryOutput.records.push({values: values, displayValues: displayValues});
             break;
          case "edit":
-            newChildListWidgetData[widgetName].queryOutput.records[rowIndex] = {values: values};
+            newChildListWidgetData[widgetName].queryOutput.records[rowIndex] = {values: values, displayValues: displayValues};
             break;
          case "delete":
             newChildListWidgetData[widgetName].queryOutput.records.splice(rowIndex, 1);
@@ -407,6 +444,7 @@ function EntityForm(props: Props): JSX.Element
             widgetMetaData={widgetMetaData}
             widgetData={widgetData}
             recordValues={formValues}
+            label={tableMetaData?.fields.get(widgetData?.filterFieldName ?? "queryFilterJson")?.label}
             onSaveCallback={setFormFieldValuesFromWidget}
          />;
       }
@@ -478,6 +516,25 @@ function EntityForm(props: Props): JSX.Element
    }
 
 
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function objectToMap(object: { [key: string]: any }): Map<string, any>
+   {
+      if (object == null)
+      {
+         return (null);
+      }
+
+      const rs = new Map<string, any>();
+      for (let key in object)
+      {
+         rs.set(key, object[key]);
+      }
+      return rs;
+   }
+
+
    //////////////////
    // initial load //
    //////////////////
@@ -595,14 +652,21 @@ function EntityForm(props: Props): JSX.Element
                   if (defaultValue)
                   {
                      initialValues[fieldName] = defaultValue;
+                  }
+               }
 
-                     ///////////////////////////////////////////////////////////////////////////////////////////
+               /////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
-                     // we need to set the initialDisplayValue for possible value fields with a default value //
+               // do a second loop, this time looking up display-values for any possible-value fields with a default value                    //
-                     // so, look them up here now if needed                                                   //
+               // do it in a second loop, to pass in all the other values (from initialValues), in case there's a PVS filter that needs them. //
-                     ///////////////////////////////////////////////////////////////////////////////////////////
+               /////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
-                     if (fieldMetaData.possibleValueSourceName)
+               for (let i = 0; i < fieldArray.length; i++)
                {
-                        const results: QPossibleValue[] = await qController.possibleValues(tableName, null, fieldName, null, [initialValues[fieldName]], undefined, "form");
+                  const fieldMetaData = fieldArray[i];
+                  const fieldName = fieldMetaData.name;
+                  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]], null, objectToMap(initialValues), "form");
                      if (results && results.length > 0)
                      {
                         defaultDisplayValues.set(fieldName, results[0].label);
@@ -610,7 +674,6 @@ function EntityForm(props: Props): JSX.Element
                   }
                }
             }
-            }
 
             ///////////////////////////////////////////////////
             // if an override heading was passed in, use it. //
@@ -823,7 +886,7 @@ function EntityForm(props: Props): JSX.Element
       ////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
       if (props.onSubmitCallback)
       {
-         props.onSubmitCallback(values);
+         props.onSubmitCallback(values, tableName);
          return;
       }
 

src/qqq/components/horseshoe/NavBar.tsx

@@ -270,7 +270,7 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
          {
             pageHeader &&
             <Box display="flex" justifyContent="space-between">
-               <MDTypography pb="0.5rem" textTransform="capitalize" variant="h3" color={light ? "white" : "dark"} noWrap>
+               <MDTypography pb="0.5rem" variant="h3" color={light ? "white" : "dark"} noWrap>
                   {pageHeader}
                </MDTypography>
             </Box>

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

@@ -20,21 +20,22 @@
  */
 
 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";
 import SidenavRoot from "qqq/components/horseshoe/sidenav/SideNavRoot";
 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
@@ -44,6 +45,7 @@ interface Props
    logo?: string;
    appName?: string;
    branding?: QBrandingMetaData;
+   logout: () => void;
    routes: {
       [key: string]:
          | ReactNode
@@ -66,7 +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);
@@ -257,7 +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>
@@ -300,6 +302,30 @@ function Sidenav({color, icon, logo, appName, branding, routes, ...rest}: Props)
       }
    );
 
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function EnvironmentBanner({branding}: { branding: QBrandingMetaData }): JSX.Element | null
+   {
+      // deprecated!
+      if (branding && branding.environmentBannerText)
+      {
+         return <Box mt={2} bgcolor={branding.environmentBannerColor} borderRadius={2}>
+            {branding.environmentBannerText}
+         </Box>;
+      }
+
+      const banner = getBanner(branding, "QFMD_SIDE_NAV_UNDER_LOGO");
+      if (banner)
+      {
+         return <Box className={getBannerClassName(banner)} mt={2} borderRadius={2} sx={getBannerStyles(banner)}>
+            {makeBannerContent(banner)}
+         </Box>;
+      }
+
+      return (null);
+   }
+
    return (
       <SidenavRoot
          {...rest}
@@ -330,12 +356,7 @@ function Sidenav({color, icon, logo, appName, branding, routes, ...rest}: Props)
                </Box>
                }
             </Box>
-            {
+            <EnvironmentBanner branding={branding} />
-               branding && branding.environmentBannerText &&
-               <Box mt={2} bgcolor={branding.environmentBannerColor} borderRadius={2}>
-                  {branding.environmentBannerText}
-               </Box>
-            }
          </Box>
          <Divider
             light={
@@ -350,7 +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/horseshoe/sidenav/SideNavRoot.tsx

@@ -97,6 +97,7 @@ export default styled(Drawer)(({theme, ownerState}: { theme?: Theme | any; owner
          margin: "0",
          borderRadius: "0",
          height: "100%",
+         top: "unset",
 
          ...(miniSidenav ? drawerCloseStyles() : drawerOpenStyles()),
       },

src/qqq/components/misc/Banners.tsx

@@ -0,0 +1,97 @@
+/*
+ * 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 {Banner} from "@kingsrook/qqq-frontend-core/lib/model/metaData/Banner";
+import {QBrandingMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QBrandingMetaData";
+import parse from "html-react-parser";
+
+/////////////////////////////////////////////////////////////////////////////////////////////////////////////
+// One may render a banner using the functions in this file as:                                            //
+//                                                                                                         //
+// const banner = getBanner(branding, "QFMD_SIDE_NAV_UNDER_LOGO");                                         //
+// return (<Box className={getBannerClassName(banner)} sx={{padding: "1rem", ...getBannerStyles(banner)}}> //
+//    {makeBannerContent(banner)}                                                                          //
+// </Box>);                                                                                                //
+/////////////////////////////////////////////////////////////////////////////////////////////////////////////
+
+
+/***************************************************************************
+ **
+ ***************************************************************************/
+export function getBanner(branding: QBrandingMetaData, slot: string): Banner | null
+{
+   if (branding?.banners?.has(slot))
+   {
+      return (branding.banners.get(slot));
+   }
+
+   return (null);
+}
+
+
+/***************************************************************************
+ **
+ ***************************************************************************/
+export function getBannerStyles(banner: Banner)
+{
+   let bgColor = "";
+   let color = "";
+
+   if (banner)
+   {
+      if (banner.backgroundColor)
+      {
+         bgColor = banner.backgroundColor;
+      }
+
+      if (banner.textColor)
+      {
+         bgColor = banner.textColor;
+      }
+   }
+
+   const rest = banner?.additionalStyles ?? {};
+
+   return ({
+      backgroundColor: bgColor,
+      color: color,
+      ...rest
+   });
+}
+
+
+/***************************************************************************
+ **
+ ***************************************************************************/
+export function getBannerClassName(banner: Banner)
+{
+   return `banner ${banner?.severity?.toLowerCase()}`;
+}
+
+
+/***************************************************************************
+ **
+ ***************************************************************************/
+export function makeBannerContent(banner: Banner): JSX.Element
+{
+   return <>{banner?.messageHTML ? parse(banner?.messageHTML) : banner?.messageText}</>;
+}
+

src/qqq/components/misc/GotoRecordDialog.tsx

@@ -20,6 +20,7 @@
  */
 
 import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
+import {QFieldType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldType";
 import {QInstance} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QInstance";
 import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
 import {QTableVariant} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableVariant";
@@ -35,12 +36,11 @@ import DialogTitle from "@mui/material/DialogTitle";
 import Grid from "@mui/material/Grid";
 import Icon from "@mui/material/Icon";
 import TextField from "@mui/material/TextField";
-import {any} from "prop-types";
-import React, {useState} from "react";
-import {useNavigate} from "react-router-dom";
 import {QCancelButton} from "qqq/components/buttons/DefaultButtons";
 import MDButton from "qqq/components/legacy/MDButton";
 import Client from "qqq/utils/qqq/Client";
+import React, {useState} from "react";
+import {useNavigate} from "react-router-dom";
 
 interface Props
 {
@@ -182,18 +182,18 @@ function GotoRecordDialog(props: Props): JSX.Element
 
       options[optionIndex].forEach((field) =>
       {
-         if(values[field.name])
+         if (values[field.name])
          {
             anyFieldsInThisOptionHaveAValue = true;
          }
-      })
+      });
 
-      if(!anyFieldsInThisOptionHaveAValue)
+      if (!anyFieldsInThisOptionHaveAValue)
       {
          return (true);
       }
       return (false);
-   }
+   };
 
 
    /***************************************************************************
@@ -207,9 +207,13 @@ function GotoRecordDialog(props: Props): JSX.Element
       const queryStringParts: string[] = [];
       options[optionIndex].forEach((field) =>
       {
-         criteria.push(new QFilterCriteria(field.name, QCriteriaOperator.EQUALS, [values[field.name]]))
+         if (field.type == QFieldType.STRING && !values[field.name])
-         queryStringParts.push(`${field.name}=${encodeURIComponent(values[field.name])}`)
+         {
-      })
+            return;
+         }
+         criteria.push(new QFilterCriteria(field.name, QCriteriaOperator.EQUALS, [values[field.name]]));
+         queryStringParts.push(`${field.name}=${encodeURIComponent(values[field.name])}`);
+      });
 
       const filter = new QQueryFilter(criteria, null, null, "AND", null, 10);
 
@@ -223,7 +227,7 @@ function GotoRecordDialog(props: Props): JSX.Element
          }
          else if (queryResult.length == 1)
          {
-            if(options[optionIndex].length == 1 && options[optionIndex][0].name == pkey?.name)
+            if (options[optionIndex].length == 1 && options[optionIndex][0].name == pkey?.name)
             {
                /////////////////////////////////////////////////
                // navigate by pkey, if that's how we searched //

src/qqq/components/processes/BulkLoadFileMappingField.tsx

@@ -21,12 +21,11 @@
 
 
 import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
-import {Checkbox, FormControlLabel, Radio} from "@mui/material";
+import {Checkbox, FormControlLabel, Radio, Tooltip} from "@mui/material";
 import Autocomplete from "@mui/material/Autocomplete";
 import Box from "@mui/material/Box";
 import Button from "@mui/material/Button";
 import Icon from "@mui/material/Icon";
-import IconButton from "@mui/material/IconButton";
 import RadioGroup from "@mui/material/RadioGroup";
 import TextField from "@mui/material/TextField";
 import {useFormikContext} from "formik";
@@ -34,6 +33,7 @@ import colors from "qqq/assets/theme/base/colors";
 import QDynamicFormField from "qqq/components/forms/DynamicFormField";
 import DynamicFormUtils from "qqq/components/forms/DynamicFormUtils";
 import {BulkLoadField, FileDescription} from "qqq/models/processes/BulkLoadModels";
+import Client from "qqq/utils/qqq/Client";
 import React, {useEffect, useState} from "react";
 
 interface BulkLoadMappingFieldProps
@@ -45,6 +45,29 @@ interface BulkLoadMappingFieldProps
    forceParentUpdate?: () => void,
 }
 
+const xIconButtonSX =
+   {
+      border: `1px solid ${colors.grayLines.main} !important`,
+      borderRadius: "0.5rem",
+      textTransform: "none",
+      fontSize: "1rem",
+      fontWeight: "400",
+      width: "30px",
+      minWidth: "30px",
+      height: "2rem",
+      minHeight: "2rem",
+      paddingLeft: 0,
+      paddingRight: 0,
+      marginRight: "0.5rem",
+      marginTop: "0.5rem",
+      color: colors.error.main,
+      "&:hover": {color: colors.error.main},
+      "&:focus": {color: colors.error.main},
+      "&:focus:not(:hover)": {color: colors.error.main},
+   };
+
+const qController = Client.getInstance();
+
 /***************************************************************************
  ** row for a single field on the bulk load mapping screen.
  ***************************************************************************/
@@ -54,6 +77,11 @@ export default function BulkLoadFileMappingField({bulkLoadField, isRequired, rem
 
    const [valueType, setValueType] = useState(bulkLoadField.valueType);
    const [selectedColumn, setSelectedColumn] = useState({label: columnNames[bulkLoadField.columnIndex], value: bulkLoadField.columnIndex});
+   const [selectedColumnInputValue, setSelectedColumnInputValue] = useState(columnNames[bulkLoadField.columnIndex]);
+
+   const [doingInitialLoadOfPossibleValue, setDoingInitialLoadOfPossibleValue] = useState(false);
+   const [everDidInitialLoadOfPossibleValue, setEverDidInitialLoadOfPossibleValue] = useState(false);
+   const [possibleValueInitialDisplayValue, setPossibleValueInitialDisplayValue] = useState(null as string);
 
    const fieldMetaData = new QFieldMetaData(bulkLoadField.field);
    const dynamicField = DynamicFormUtils.getDynamicField(fieldMetaData);
@@ -61,18 +89,68 @@ export default function BulkLoadFileMappingField({bulkLoadField, isRequired, rem
    dynamicFieldInObject[fieldMetaData["name"]] = dynamicField;
    DynamicFormUtils.addPossibleValueProps(dynamicFieldInObject, [fieldMetaData], bulkLoadField.tableStructure.tableName, null, null);
 
+   /////////////////////////////////////////////////////////////////////////////////////
+   // deal with dynamically loading the initial default value for a possible value... //
+   /////////////////////////////////////////////////////////////////////////////////////
+   let actuallyDoingInitialLoadOfPossibleValue = doingInitialLoadOfPossibleValue;
+   if (dynamicField.possibleValueProps && bulkLoadField.defaultValue && !doingInitialLoadOfPossibleValue && !everDidInitialLoadOfPossibleValue)
+   {
+      actuallyDoingInitialLoadOfPossibleValue = true;
+      setDoingInitialLoadOfPossibleValue(true);
+      setEverDidInitialLoadOfPossibleValue(true);
+
+      (async () =>
+      {
+         try
+         {
+            const possibleValues = await qController.possibleValues(bulkLoadField.tableStructure.tableName, null, fieldMetaData.name, null, [bulkLoadField.defaultValue], undefined, null, "filter");
+            if (possibleValues && possibleValues.length > 0)
+            {
+               setPossibleValueInitialDisplayValue(possibleValues[0].label);
+            }
+            else
+            {
+               setPossibleValueInitialDisplayValue(null);
+            }
+         }
+         catch (e)
+         {
+            console.log(`Error loading possible value: ${e}`);
+         }
+
+         actuallyDoingInitialLoadOfPossibleValue = false;
+         setDoingInitialLoadOfPossibleValue(false);
+      })();
+   }
+
+   if (dynamicField.possibleValueProps && possibleValueInitialDisplayValue)
+   {
+      dynamicField.possibleValueProps.initialDisplayValue = possibleValueInitialDisplayValue;
+   }
+
+   //////////////////////////////////////////////////////
+   // build array of options for the columns drop down //
+   // don't allow duplicates                           //
+   //////////////////////////////////////////////////////
    const columnOptions: { value: number, label: string }[] = [];
+   const usedLabels: { [label: string]: boolean } = {};
    for (let i = 0; i < columnNames.length; i++)
    {
-      columnOptions.push({label: columnNames[i], value: i});
+      const label = columnNames[i];
+      if (!usedLabels[label])
+      {
+         columnOptions.push({label: label, value: i});
+         usedLabels[label] = true;
+      }
    }
 
    //////////////////////////////////////////////////////////////////////
    // try to pick up changes in the hasHeaderRow toggle from way above //
    //////////////////////////////////////////////////////////////////////
-   if(bulkLoadField.columnIndex != null && bulkLoadField.columnIndex != undefined && selectedColumn.label && columnNames[bulkLoadField.columnIndex] != selectedColumn.label)
+   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]);
    }
 
    const mainFontSize = "0.875rem";
@@ -98,6 +176,8 @@ export default function BulkLoadFileMappingField({bulkLoadField, isRequired, rem
    function columnChanged(event: any, newValue: any, reason: string)
    {
       setSelectedColumn(newValue);
+      setSelectedColumnInputValue(newValue == null ? "" : newValue.label);
+
       bulkLoadField.columnIndex = newValue == null ? null : newValue.value;
 
       if (fileDescription.hasHeaderRow)
@@ -106,6 +186,7 @@ export default function BulkLoadFileMappingField({bulkLoadField, isRequired, rem
       }
 
       bulkLoadField.error = null;
+      bulkLoadField.warning = null;
       forceParentUpdate && forceParentUpdate();
    }
 
@@ -118,6 +199,7 @@ export default function BulkLoadFileMappingField({bulkLoadField, isRequired, rem
       setFieldValue(`${bulkLoadField.field.name}.defaultValue`, newValue);
       bulkLoadField.defaultValue = newValue;
       bulkLoadField.error = null;
+      bulkLoadField.warning = null;
       forceParentUpdate && forceParentUpdate();
    }
 
@@ -131,6 +213,7 @@ export default function BulkLoadFileMappingField({bulkLoadField, isRequired, rem
       bulkLoadField.valueType = newValueType;
       setValueType(newValueType);
       bulkLoadField.error = null;
+      bulkLoadField.warning = null;
       forceParentUpdate && forceParentUpdate();
    }
 
@@ -144,7 +227,15 @@ export default function BulkLoadFileMappingField({bulkLoadField, isRequired, rem
       forceParentUpdate && forceParentUpdate();
    }
 
-   return (<Box py="0.5rem" sx={{borderBottom: "1px solid lightgray", width: "100%", overflow: "auto"}}>
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function changeSelectedColumnInputValue(e: React.ChangeEvent<HTMLTextAreaElement | HTMLInputElement>)
+   {
+      setSelectedColumnInputValue(e.target.value);
+   }
+
+   return (<Box py="0.5rem" sx={{borderBottom: "1px solid lightgray", width: "100%", overflow: "auto"}} id={`blfmf-${bulkLoadField.field.name}`}>
       <Box display="grid" gridTemplateColumns="200px 400px auto" fontSize="1rem" gap="0.5rem" sx={
          {
             "& .MuiFormControlLabel-label": {ml: "0 !important", fontWeight: "normal !important", fontSize: mainFontSize}
@@ -152,7 +243,9 @@ export default function BulkLoadFileMappingField({bulkLoadField, isRequired, rem
 
          <Box display="flex" alignItems="flex-start">
             {
-               (!isRequired) && <IconButton onClick={() => removeFieldCallback()} sx={{pt: "0.75rem"}}><Icon fontSize="small">remove_circle</Icon></IconButton>
+               (!isRequired) && <Tooltip placement="bottom" title="Remove this field from your mapping.">
+                  <Button sx={xIconButtonSX} onClick={() => removeFieldCallback()}><Icon>clear</Icon></Button>
+               </Tooltip>
             }
             <Box pt="0.625rem">
                {bulkLoadField.getQualifiedLabel()}
@@ -167,13 +260,13 @@ export default function BulkLoadFileMappingField({bulkLoadField, isRequired, rem
                      valueType == "column" && <Box width="100%">
                         <Autocomplete
                            id={bulkLoadField.field.name}
-                           renderInput={(params) => (<TextField {...params} label={""} value={selectedColumn?.label} fullWidth variant="outlined" autoComplete="off" type="search" InputProps={{...params.InputProps}} sx={{"& .MuiOutlinedInput-root": {borderRadius: "0.75rem"}}} />)}
+                           renderInput={(params) => (<TextField {...params} label={""} value={selectedColumnInputValue} onChange={e => changeSelectedColumnInputValue(e)} fullWidth variant="outlined" autoComplete="off" type="search" InputProps={{...params.InputProps}} sx={{"& .MuiOutlinedInput-root": {borderRadius: "0.75rem"}}} />)}
                            fullWidth
                            options={columnOptions}
                            multiple={false}
                            defaultValue={selectedColumn}
                            value={selectedColumn}
-                           inputValue={selectedColumn?.label}
+                           inputValue={selectedColumnInputValue}
                            onChange={columnChanged}
                            getOptionLabel={(option) => typeof (option) == "string" ? option : (option?.label ?? "")}
                            isOptionEqualToValue={(option, value) => option == null && value == null || option.value == value.value}
@@ -186,7 +279,10 @@ export default function BulkLoadFileMappingField({bulkLoadField, isRequired, rem
                <Box display="flex" alignItems="center" sx={{height: "45px"}}>
                   <FormControlLabel value="defaultValue" control={<Radio size="small" onChange={(event, checked) => valueTypeChanged(!checked)} />} label={"Default value"} sx={{minWidth: "140px", whiteSpace: "nowrap"}} />
                   {
-                     valueType == "defaultValue" && <Box width="100%">
+                     valueType == "defaultValue" && actuallyDoingInitialLoadOfPossibleValue && <Box width="100%">Loading...</Box>
+                  }
+                  {
+                     valueType == "defaultValue" && !actuallyDoingInitialLoadOfPossibleValue && <Box width="100%">
                         <QDynamicFormField
                            name={`${bulkLoadField.field.name}.defaultValue`}
                            displayFormat={""}
@@ -200,9 +296,15 @@ export default function BulkLoadFileMappingField({bulkLoadField, isRequired, rem
                   }
                </Box>
             </Box>
+            {
+               bulkLoadField.warning &&
+               <Box fontSize={smallerFontSize} color={colors.warning.main} ml="145px" className="bulkLoadFieldError">
+                  {bulkLoadField.warning}
+               </Box>
+            }
             {
                bulkLoadField.error &&
-               <Box fontSize={smallerFontSize} color={colors.error.main} ml="145px">
+               <Box fontSize={smallerFontSize} color={colors.error.main} ml="145px" className="bulkLoadFieldError">
                   {bulkLoadField.error}
                </Box>
             }

src/qqq/components/processes/BulkLoadFileMappingFields.tsx

@@ -47,7 +47,7 @@ export default function BulkLoadFileMappingFields({bulkLoadMapping, fileDescript
 {
    const [, forceUpdate] = useReducer((x) => x + 1, 0);
 
-   const [forceRerender, setForceRerender] = useState(0);
+   const [forceHierarchyAutoCompleteRerender, setForceHierarchyAutoCompleteRerender] = useState(0);
 
    ////////////////////////////////////////////
    // build list of fields that can be added //
@@ -98,8 +98,9 @@ export default function BulkLoadFileMappingFields({bulkLoadMapping, fileDescript
 
       setAddFieldsDisableStates(newDisableStates);
       setTooltips(newTooltips);
+      setForceHierarchyAutoCompleteRerender(forceHierarchyAutoCompleteRerender + 1);
 
-   }, [bulkLoadMapping]);
+   }, [bulkLoadMapping, bulkLoadMapping.layout]);
 
 
    ///////////////////////////////////////////////
@@ -140,9 +141,6 @@ export default function BulkLoadFileMappingFields({bulkLoadMapping, fileDescript
     ***************************************************************************/
    function removeField(bulkLoadField: BulkLoadField)
    {
-      // addFieldsToggleStates[bulkLoadField.getQualifiedName()] = false;
-      // setAddFieldsToggleStates(Object.assign({}, addFieldsToggleStates));
-
       addFieldsDisableStates[bulkLoadField.getQualifiedName()] = false;
       setAddFieldsDisableStates(Object.assign({}, addFieldsDisableStates));
 
@@ -160,7 +158,7 @@ export default function BulkLoadFileMappingFields({bulkLoadMapping, fileDescript
       bulkLoadMapping.removeField(bulkLoadField);
       forceUpdate();
       forceParentUpdate();
-      setForceRerender(forceRerender + 1);
+      setForceHierarchyAutoCompleteRerender(forceHierarchyAutoCompleteRerender + 1);
    }
 
    /***************************************************************************
@@ -297,7 +295,7 @@ export default function BulkLoadFileMappingFields({bulkLoadMapping, fileDescript
                      isModeSelectOne
                      keepOpenAfterSelectOne
                      handleSelectedOption={handleAddField}
-                     forceRerender={forceRerender}
+                     forceRerender={forceHierarchyAutoCompleteRerender}
                      disabledStates={addFieldsDisableStates}
                      tooltips={tooltips}
                   />

src/qqq/components/processes/BulkLoadFileMappingForm.tsx

@@ -20,45 +20,56 @@
  */
 
 import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
+import {QFieldType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldType";
+import {QFrontendStepMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFrontendStepMetaData";
 import {QInstance} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QInstance";
+import {QProcessMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QProcessMetaData";
 import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
 import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
+import {Badge, Icon} from "@mui/material";
 import Autocomplete from "@mui/material/Autocomplete";
 import Box from "@mui/material/Box";
 import Grid from "@mui/material/Grid";
 import TextField from "@mui/material/TextField";
+import Tooltip from "@mui/material/Tooltip/Tooltip";
 import {useFormikContext} from "formik";
+import colors from "qqq/assets/theme/base/colors";
 import {DynamicFormFieldLabel} from "qqq/components/forms/DynamicForm";
 import QDynamicFormField from "qqq/components/forms/DynamicFormField";
 import MDTypography from "qqq/components/legacy/MDTypography";
+import HelpContent from "qqq/components/misc/HelpContent";
 import SavedBulkLoadProfiles from "qqq/components/misc/SavedBulkLoadProfiles";
 import BulkLoadFileMappingFields from "qqq/components/processes/BulkLoadFileMappingFields";
 import {BulkLoadField, BulkLoadMapping, BulkLoadProfile, BulkLoadTableStructure, FileDescription, Wrapper} from "qqq/models/processes/BulkLoadModels";
 import {SubFormPreSubmitCallbackResultType} from "qqq/pages/processes/ProcessRun";
-import React, {forwardRef, useEffect, useImperativeHandle, useReducer, useState} from "react";
+import React, {forwardRef, useImperativeHandle, useReducer, useState} from "react";
 import ProcessViewForm from "./ProcessViewForm";
 
 
 interface BulkLoadMappingFormProps
 {
-   processValues: any;
+   processValues: any,
-   tableMetaData: QTableMetaData;
+   tableMetaData: QTableMetaData,
-   metaData: QInstance;
+   metaData: QInstance,
-   setActiveStepLabel: (label: string) => void;
+   setActiveStepLabel: (label: string) => void,
+   frontendStep: QFrontendStepMetaData,
+   processMetaData: QProcessMetaData,
 }
 
 
 /***************************************************************************
  ** process component - screen where user does a bulk-load file mapping.
  ***************************************************************************/
-const BulkLoadFileMappingForm = forwardRef(({processValues, tableMetaData, metaData, setActiveStepLabel}: BulkLoadMappingFormProps, ref) =>
+const BulkLoadFileMappingForm = forwardRef(({processValues, tableMetaData, metaData, setActiveStepLabel, frontendStep, processMetaData}: BulkLoadMappingFormProps, ref) =>
 {
    const {setFieldValue} = useFormikContext();
 
-   const [currentSavedBulkLoadProfile, setCurrentSavedBulkLoadProfile] = useState(null as QRecord);
+   const savedBulkLoadProfileRecordProcessValue = processValues.savedBulkLoadProfileRecord;
+   const [currentSavedBulkLoadProfile, setCurrentSavedBulkLoadProfile] = useState(savedBulkLoadProfileRecordProcessValue == null ? null : new QRecord(savedBulkLoadProfileRecordProcessValue));
    const [wrappedCurrentSavedBulkLoadProfile] = useState(new Wrapper<QRecord>(currentSavedBulkLoadProfile));
 
    const [fieldErrors, setFieldErrors] = useState({} as { [fieldName: string]: string });
+   const [noMappedFieldsError, setNoMappedFieldsError] = useState(null as string);
 
    const [suggestedBulkLoadProfile] = useState(processValues.suggestedBulkLoadProfile as BulkLoadProfile);
    const [tableStructure] = useState(processValues.tableStructure as BulkLoadTableStructure);
@@ -119,18 +130,31 @@ const BulkLoadFileMappingForm = forwardRef(({processValues, tableMetaData, metaD
             }
             setFieldErrors(fieldErrors);
 
+            if(wrappedBulkLoadMapping.get().requiredFields.length == 0 && wrappedBulkLoadMapping.get().additionalFields.length == 0)
+            {
+               setNoMappedFieldsError("You must have at least 1 field.");
+               haveLocalErrors = true;
+               setTimeout(() => setNoMappedFieldsError(null), 2500);
+            }
+            else
+            {
+               setNoMappedFieldsError(null);
+            }
+
+            if(haveProfileErrors)
+            {
+               setTimeout(() => 
+               {
+                  document.querySelector(".bulkLoadFieldError")?.scrollIntoView({behavior: "smooth", block: "center", inline: "center"});
+               }, 250);
+            }
+
             return {maySubmit: !haveProfileErrors && !haveLocalErrors, values};
          }
       };
    });
 
 
-   useEffect(() =>
-   {
-      console.log("@dk has header row changed!");
-   }, [bulkLoadMapping.hasHeaderRow]);
-
-
    /***************************************************************************
     **
     ***************************************************************************/
@@ -214,6 +238,8 @@ const BulkLoadFileMappingForm = forwardRef(({processValues, tableMetaData, metaD
          tableStructure={tableStructure}
          fileName={processValues.fileBaseName}
          fieldErrors={fieldErrors}
+         frontendStep={frontendStep}
+         processMetaData={processMetaData}
          forceParentUpdate={() => forceUpdate()}
       />
 
@@ -221,8 +247,15 @@ const BulkLoadFileMappingForm = forwardRef(({processValues, tableMetaData, metaD
          <BulkLoadFileMappingFields
             bulkLoadMapping={bulkLoadMapping}
             fileDescription={fileDescription}
-            forceParentUpdate={() => forceUpdate()}
+            forceParentUpdate={() =>
+            {
+               setRerenderHeader(rerenderHeader + 1);
+               forceUpdate();
+            }}
          />
+         {
+            noMappedFieldsError && <Box color={colors.error.main} textAlign="right">{noMappedFieldsError}</Box>
+         }
       </Box>
 
    </Box>);
@@ -232,8 +265,6 @@ const BulkLoadFileMappingForm = forwardRef(({processValues, tableMetaData, metaD
 export default BulkLoadFileMappingForm;
 
 
-
-
 interface BulkLoadMappingHeaderProps
 {
    fileDescription: FileDescription,
@@ -241,13 +272,15 @@ interface BulkLoadMappingHeaderProps
    bulkLoadMapping?: BulkLoadMapping,
    fieldErrors: { [fieldName: string]: string },
    tableStructure: BulkLoadTableStructure,
-   forceParentUpdate?: () => void
+   forceParentUpdate?: () => void,
+   frontendStep: QFrontendStepMetaData,
+   processMetaData: QProcessMetaData,
 }
 
 /***************************************************************************
  ** private subcomponent - the header section of the bulk load file mapping screen.
  ***************************************************************************/
-function BulkLoadMappingHeader({fileDescription, fileName, bulkLoadMapping, fieldErrors, tableStructure, forceParentUpdate}: BulkLoadMappingHeaderProps): JSX.Element
+function BulkLoadMappingHeader({fileDescription, fileName, bulkLoadMapping, fieldErrors, tableStructure, forceParentUpdate, frontendStep, processMetaData}: BulkLoadMappingHeaderProps): JSX.Element
 {
    const viewFields = [
       new QFieldMetaData({name: "fileName", label: "File Name", type: "STRING"}),
@@ -261,8 +294,6 @@ function BulkLoadMappingHeader({fileDescription, fileName, bulkLoadMapping, fiel
 
    const hasHeaderRowFormField = {name: "hasHeaderRow", label: "Does the file have a header row?", type: "checkbox", isRequired: true, isEditable: true};
 
-   let helpRoles = ["PROCESS_SCREEN", "ALL_SCREENS"];
-
    const layoutOptions = [
       {label: "Flat", id: "FLAT"},
       {label: "Tall", id: "TALL"},
@@ -276,27 +307,55 @@ function BulkLoadMappingHeader({fileDescription, fileName, bulkLoadMapping, fiel
 
    const selectedLayout = layoutOptions.filter(o => o.id == bulkLoadMapping.layout)[0] ?? null;
 
+   /***************************************************************************
+    **
+    ***************************************************************************/
    function hasHeaderRowChanged(newValue: any)
    {
       bulkLoadMapping.hasHeaderRow = newValue;
       fileDescription.hasHeaderRow = newValue;
+
+      bulkLoadMapping.handleChangeToHasHeaderRow(newValue, fileDescription);
+
       fieldErrors.hasHeaderRow = null;
       forceParentUpdate();
    }
 
+   /***************************************************************************
+    **
+    ***************************************************************************/
    function layoutChanged(event: any, newValue: any)
    {
-      bulkLoadMapping.layout = newValue ? newValue.id : null;
+      bulkLoadMapping.switchLayout(newValue ? newValue.id : null);
       fieldErrors.layout = null;
       forceParentUpdate();
    }
 
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function getFormattedHelpContent(fieldName: string): JSX.Element
+   {
+      const field = frontendStep?.formFields?.find(f => f.name == fieldName);
+      let helpRoles = ["PROCESS_SCREEN", "ALL_SCREENS"];
+
+      let formattedHelpContent = <HelpContent helpContents={field?.helpContents} roles={helpRoles} helpContentKey={`process:${processMetaData?.name};field:${fieldName}`} />;
+      if (formattedHelpContent)
+      {
+         const mt = field && field.type == QFieldType.BOOLEAN ? "-0.5rem" : "0.5rem";
+
+         return <Box color="#757575" fontSize="0.875rem" mt={mt}>{formattedHelpContent}</Box>;
+      }
+
+      return null;
+   }
+
    return (
       <Box>
          <h5>File Details</h5>
          <Box ml="1rem">
             <ProcessViewForm fields={viewFields} values={viewValues} columns={2} />
-            <BulkLoadMappingFilePreview fileDescription={fileDescription} />
+            <BulkLoadMappingFilePreview fileDescription={fileDescription} bulkLoadMapping={bulkLoadMapping} />
             <Grid container pt="1rem">
                <Grid item xs={12} md={6}>
                   <DynamicFormFieldLabel name={hasHeaderRowFormField.name} label={`${hasHeaderRowFormField.label} *`} />
@@ -307,6 +366,7 @@ function BulkLoadMappingHeader({fileDescription, fileName, bulkLoadMapping, fiel
                         {<div className="fieldErrorMessage">{fieldErrors.hasHeaderRow}</div>}
                      </MDTypography>
                   }
+                  {getFormattedHelpContent("hasHeaderRow")}
                </Grid>
                <Grid item xs={12} md={6}>
                   <DynamicFormFieldLabel name={"layout"} label={"File Layout *"} />
@@ -320,6 +380,7 @@ function BulkLoadMappingHeader({fileDescription, fileName, bulkLoadMapping, fiel
                      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"}}}
                   />
                   {
@@ -328,6 +389,7 @@ function BulkLoadMappingHeader({fileDescription, fileName, bulkLoadMapping, fiel
                         {<div className="fieldErrorMessage">{fieldErrors.layout}</div>}
                      </MDTypography>
                   }
+                  {getFormattedHelpContent("layout")}
                </Grid>
             </Grid>
          </Box>
@@ -336,16 +398,16 @@ function BulkLoadMappingHeader({fileDescription, fileName, bulkLoadMapping, fiel
 }
 
 
-
 interface BulkLoadMappingFilePreviewProps
 {
-   fileDescription: FileDescription;
+   fileDescription: FileDescription,
+   bulkLoadMapping?: BulkLoadMapping
 }
 
 /***************************************************************************
  ** private subcomponent - the file-preview section of the bulk load file mapping screen.
  ***************************************************************************/
-function BulkLoadMappingFilePreview({fileDescription}: BulkLoadMappingFilePreviewProps): JSX.Element
+function BulkLoadMappingFilePreview({fileDescription, bulkLoadMapping}: BulkLoadMappingFilePreviewProps): JSX.Element
 {
    const rows: number[] = [];
    for (let i = 0; i < fileDescription.bodyValuesPreview[0].length; i++)
@@ -353,25 +415,145 @@ function BulkLoadMappingFilePreview({fileDescription}: BulkLoadMappingFilePrevie
       rows.push(i);
    }
 
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function getValue(i: number, j: number)
+   {
+      const value = fileDescription.bodyValuesPreview[j][i];
+      if (value == null)
+      {
+         return "";
+      }
+
+      //////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      // this was useful at one point in time when we had an object coming back for xlsx files with many different data types //
+      // we'd see a .string attribute, which would have the value we'd want to show.  not using it now, but keep in case      //
+      //////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      // @ts-ignore
+      if (value && value.string)
+      {
+         // @ts-ignore
+         return (value.string);
+      }
+      return `${value}`;
+   }
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function getHeaderColor(count: number): string
+   {
+      if (count > 0)
+      {
+         return "blue";
+      }
+
+      return "black";
+   }
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function getCursor(count: number): string
+   {
+      if (count > 0)
+      {
+         return "pointer";
+      }
+
+      return "default";
+   }
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function getColumnTooltip(fields: BulkLoadField[])
+   {
+      return (<Box>
+         This column is mapped to the field{fields.length == 1 ? "" : "s"}:
+         <ul style={{marginLeft: "1rem"}}>
+            {fields.map((field, i) => <li key={i}>{field.getQualifiedLabel()}</li>)}
+         </ul>
+      </Box>);
+   }
+
    return (
       <Box sx={{"& table, & td": {border: "1px solid black", borderCollapse: "collapse", padding: "0 0.25rem", fontSize: "0.875rem", whiteSpace: "nowrap"}}}>
          <Box sx={{width: "100%", overflow: "auto"}}>
             <table cellSpacing="0" width="100%">
                <thead>
-                  <tr style={{backgroundColor: "#d3d3d3"}}>
+                  <tr style={{backgroundColor: "#d3d3d3", height: "1.75rem"}}>
                      <td></td>
-                     {fileDescription.headerLetters.map((letter) => <td key={letter} style={{textAlign: "center"}}>{letter}</td>)}
+                     {fileDescription.headerLetters.map((letter, index) =>
+                     {
+                        const fields = bulkLoadMapping.getFieldsForColumnIndex(index);
+                        const count = fields.length;
+
+                        let dupeWarning = <></>
+                        if(fileDescription.hasHeaderRow && fileDescription.duplicateHeaderIndexes[index])
+                        {
+                           dupeWarning = <Tooltip title="This column header is a duplicate.  Only the first occurrance of it will be used." placement="top" enterDelay={500}>
+                              <Icon color="warning" sx={{p: "0.125rem", mr: "0.25rem"}}>warning</Icon>
+                           </Tooltip>
+                        }
+
+                        return (<td key={letter} style={{textAlign: "center", color: getHeaderColor(count), cursor: getCursor(count)}}>
+                           <>
+                              {
+                                 count > 0 &&
+                                 <Tooltip title={getColumnTooltip(fields)} placement="top" enterDelay={500}>
+                                    <Box>
+                                       {dupeWarning}
+                                       {letter}
+                                       <Badge badgeContent={count} variant={"standard"} color="secondary" sx={{marginTop: ".75rem"}}><Icon></Icon></Badge>
+                                    </Box>
+                                 </Tooltip>
+                              }
+                              {
+                                 count == 0 && <Box>{dupeWarning}{letter}</Box>
+                              }
+                           </>
+                        </td>);
+                     })}
                   </tr>
                </thead>
                <tbody>
                   <tr>
                      <td style={{backgroundColor: "#d3d3d3", textAlign: "center"}}>1</td>
-                     {fileDescription.headerValues.map((value) => <td key={value} style={{backgroundColor: fileDescription.hasHeaderRow ? "#ebebeb" : ""}}>{value}</td>)}
+
+                     {fileDescription.headerValues.map((value, index) =>
+                     {
+                        const fields = bulkLoadMapping.getFieldsForColumnIndex(index);
+                        const count = fields.length;
+                        const tdStyle = {color: getHeaderColor(count), cursor: getCursor(count), backgroundColor: ""};
+
+                        if(fileDescription.hasHeaderRow)
+                        {
+                           tdStyle.backgroundColor = "#ebebeb";
+
+                           if(count > 0)
+                           {
+                              return <td key={value} style={tdStyle}>
+                                 <Tooltip title={getColumnTooltip(fields)} placement="top" enterDelay={500}><Box>{value}</Box></Tooltip>
+                              </td>
+                           }
+                           else
+                           {
+                              return <td key={value} style={tdStyle}>{value}</td>
+                           }
+                        }
+                        else
+                        {
+                           return <td key={value} style={tdStyle}>{value}</td>
+                        }
+                     }
+                     )}
                   </tr>
                   {rows.map((i) => (
                      <tr key={i}>
                         <td style={{backgroundColor: "#d3d3d3", textAlign: "center"}}>{i + 2}</td>
-                        {fileDescription.headerLetters.map((letter, j) => <td key={j}>{fileDescription.bodyValuesPreview[j][i]}</td>)}
+                        {fileDescription.headerLetters.map((letter, j) => <td key={j}>{getValue(i, j)}</td>)}
                      </tr>
                   ))}
                </tbody>

src/qqq/components/processes/ValidationReview.tsx

@@ -266,76 +266,6 @@ function ValidationReview({
       </List>
    );
 
-   /***************************************************************************
-    **
-    ***************************************************************************/
-   function previewRecordUsingTableLayout(record: QRecord)
-   {
-      if (!previewTableMetaData)
-      {
-         return (<Box>Loading...</Box>);
-      }
-
-      const renderedSections: JSX.Element[] = [];
-      const tableSections = TableUtils.getSectionsForRecordSidebar(previewTableMetaData);
-      const previewRecord = previewRecords[previewRecordIndex];
-
-      for (let i = 0; i < tableSections.length; i++)
-      {
-         const section = tableSections[i];
-         if (section.isHidden)
-         {
-            continue;
-         }
-
-         if (section.fieldNames)
-         {
-            renderedSections.push(<Box mb="1rem">
-               <Box><h4>{section.label}</h4></Box>
-               <Box ml="1rem">
-                  {renderSectionOfFields(section.name, section.fieldNames, previewTableMetaData, false, previewRecord, undefined, {label: {fontWeight: "500"}})}
-               </Box>
-            </Box>);
-         }
-         else if (section.widgetName)
-         {
-            const widget = qInstance.widgets.get(section.widgetName);
-            if (widget)
-            {
-               let data: ChildRecordListData = null;
-               if (associationPreviewsByWidgetName[section.widgetName])
-               {
-                  const associationPreview = associationPreviewsByWidgetName[section.widgetName];
-                  const associationRecords = previewRecord.associatedRecords.get(associationPreview.associationName) ?? [];
-                  data = {
-                     canAddChildRecord: false,
-                     childTableMetaData: childTableMetaData[associationPreview.tableName],
-                     defaultValuesForNewChildRecords: {},
-                     disabledFieldsForNewChildRecords: {},
-                     queryOutput: {records: associationRecords},
-                     totalRows: associationRecords.length,
-                     tablePath: "",
-                     title: "",
-                     viewAllLink: "",
-                  };
-
-                  renderedSections.push(<Box mb="1rem">
-                     {
-                        data && <Box>
-                           <Box mb="0.5rem"><h4>{section.label}</h4></Box>
-                           <Box pl="1rem">
-                              <RecordGridWidget data={data} widgetMetaData={widget} disableRowClick gridOnly={true} gridDensity={"compact"} />
-                           </Box>
-                        </Box>
-                     }
-                  </Box>);
-               }
-            }
-         }
-      }
-
-      return renderedSections;
-   }
 
    const recordPreviewWidget = step.recordListFields && (
       <Box border="1px solid rgb(70%, 70%, 70%)" borderRadius="10px" p={2} mt={2}>
@@ -405,7 +335,15 @@ function ValidationReview({
                         ))
                      }
                      {
-                        previewRecords && processValues.formatPreviewRecordUsingTableLayout && previewRecords[previewRecordIndex] && previewRecordUsingTableLayout(previewRecords[previewRecordIndex])
+                        previewRecords && processValues.formatPreviewRecordUsingTableLayout && previewRecords[previewRecordIndex] &&
+                        <PreviewRecordUsingTableLayout
+                           index={previewRecordIndex}
+                           record={previewRecords[previewRecordIndex]}
+                           tableMetaData={previewTableMetaData}
+                           qInstance={qInstance}
+                           associationPreviewsByWidgetName={associationPreviewsByWidgetName}
+                           childTableMetaData={childTableMetaData}
+                        />
                      }
                   </Box>
                </Box>
@@ -441,4 +379,84 @@ function ValidationReview({
    );
 }
 
+
+
+interface PreviewRecordUsingTableLayoutProps
+{
+   index: number
+   record: QRecord,
+   tableMetaData: QTableMetaData,
+   qInstance: QInstance,
+   associationPreviewsByWidgetName: { [widgetName: string]: AssociationPreview },
+   childTableMetaData: { [name: string]: QTableMetaData },
+}
+
+function PreviewRecordUsingTableLayout({record, tableMetaData, qInstance, associationPreviewsByWidgetName, childTableMetaData, index}: PreviewRecordUsingTableLayoutProps): JSX.Element
+{
+   if (!tableMetaData)
+   {
+      return (<i>Loading...</i>);
+   }
+
+   const renderedSections: JSX.Element[] = [];
+   const tableSections = TableUtils.getSectionsForRecordSidebar(tableMetaData);
+
+   for (let i = 0; i < tableSections.length; i++)
+   {
+      const section = tableSections[i];
+      if (section.isHidden)
+      {
+         continue;
+      }
+
+      if (section.fieldNames)
+      {
+         renderedSections.push(<Box mb="1rem">
+            <Box><h4>{section.label}</h4></Box>
+            <Box ml="1rem">
+               {renderSectionOfFields(section.name, section.fieldNames, tableMetaData, false, record, undefined, {label: {fontWeight: "500"}})}
+            </Box>
+         </Box>);
+      }
+      else if (section.widgetName)
+      {
+         const widget = qInstance.widgets.get(section.widgetName);
+         if (widget)
+         {
+            let data: ChildRecordListData = null;
+            if (associationPreviewsByWidgetName[section.widgetName])
+            {
+               const associationPreview = associationPreviewsByWidgetName[section.widgetName];
+               const associationRecords = record.associatedRecords?.get(associationPreview.associationName) ?? [];
+               data = {
+                  canAddChildRecord: false,
+                  childTableMetaData: childTableMetaData[associationPreview.tableName],
+                  defaultValuesForNewChildRecords: {},
+                  disabledFieldsForNewChildRecords: {},
+                  queryOutput: {records: associationRecords},
+                  totalRows: associationRecords.length,
+                  tablePath: "",
+                  title: "",
+                  viewAllLink: "",
+               };
+
+               renderedSections.push(<Box mb="1rem">
+                  {
+                     data && <Box>
+                        <Box mb="0.5rem"><h4>{section.label}</h4></Box>
+                        <Box pl="1rem">
+                           <RecordGridWidget key={index} data={data} widgetMetaData={widget} disableRowClick gridOnly={true} gridDensity={"compact"} />
+                        </Box>
+                     </Box>
+                  }
+               </Box>);
+            }
+         }
+      }
+   }
+
+   return <>{renderedSections}</>;
+}
+
+
 export default ValidationReview;

src/qqq/components/query/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("");
@@ -106,17 +128,42 @@ 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)
+         {
+            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);
 
@@ -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++)
@@ -259,20 +318,47 @@ function FilterCriteriaPaster({type, onSave}: Props): JSX.Element
             {
                chipData.push(part);
 
-               ///////////////////////////////////////////////////////////
+               ////////////////////////////////////////////////////////////////
-               // if numeric, check that first before pushing as a chip //
+               // if numeric or pvs, check validity and add to invalid count //
-               ///////////////////////////////////////////////////////////
+               ////////////////////////////////////////////////////////////////
-               if (type === "number" && Number.isNaN(Number(part)))
+               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 + "numbers 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>
@@ -283,6 +369,7 @@ function FilterCriteriaPaster({type, onSave}: Props): JSX.Element
             pasteModalIsOpen &&
             (
                <Modal open={pasteModalIsOpen}>
+                  <Box>
                      <Box sx={{position: "absolute", overflowY: "auto", width: "100%"}}>
                         <Box py={3} justifyContent="center" sx={{display: "flex", mt: 8}}>
                            <Card sx={mainCardStyles}>
@@ -290,11 +377,13 @@ function FilterCriteriaPaster({type, onSave}: Props): JSX.Element
                                  <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">
-                                       Paste into the box on the left.
+                                                {formattedHelpContent}
-                                       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>
+                                       }
                                     </Grid>
                                  </Grid>
                               </Box>
@@ -314,10 +403,25 @@ function FilterCriteriaPaster({type, onSave}: Props): JSX.Element
                                  <Grid item xs={6} lg={6} sx={{display: "flex", flexGrow: 1}}>
                                     <FormControl sx={{m: 1, width: "100%"}}>
                                        <ChipTextField
-                                       handleChipChange={() =>
+                                          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
@@ -377,7 +481,7 @@ function FilterCriteriaPaster({type, onSave}: Props): JSX.Element
                                        )}
                                     </Box>
                                  </Grid>
-                              <Grid sx={{display: "flex", justifyContent: "flex-start", alignItems: "flex-start"}} item pl={1} xs={3} lg={3}>
+                                 <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"}}>
@@ -386,11 +490,19 @@ function FilterCriteriaPaster({type, onSave}: Props): JSX.Element
                                           </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={3} lg={3}>
+                                 <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"}</Typography>
+                                          <Typography sx={{textTransform: "revert"}} variant="button">{chipData.length.toLocaleString()} {chipData.length === 1 ? "value" : "values"} {uniqueCount && `(${uniqueCount} unique)`}</Typography>
                                        )
                                     }
                                  </Grid>
@@ -401,12 +513,13 @@ function FilterCriteriaPaster({type, onSave}: Props): JSX.Element
                                        onClickHandler={handleCancelClicked}
                                        iconName="cancel"
                                        disabled={false} />
-                                 <QSaveButton onClickHandler={handleSaveClicked} label="Add Filters" disabled={false} />
+                                    <QSaveButton onClickHandler={handleSaveClicked} label="Add Values" disabled={saveDisabled} />
                                  </Grid>
                               </Box>
                            </Card>
                         </Box>
                      </Box>
+                  </Box>
                </Modal>
 
             )

src/qqq/components/query/FilterCriteriaRow.tsx

@@ -109,6 +109,7 @@ export const getOperatorOptions = (tableMetaData: QTableMetaData, fieldName: str
          {
             case QFieldType.DECIMAL:
             case QFieldType.INTEGER:
+            case QFieldType.LONG:
                operatorOptions.push({label: "equals", value: QCriteriaOperator.EQUALS, valueMode: ValueMode.SINGLE});
                operatorOptions.push({label: "does not equal", value: QCriteriaOperator.NOT_EQUALS_OR_IS_NULL, valueMode: ValueMode.SINGLE});
                operatorOptions.push({label: "greater than", value: QCriteriaOperator.GREATER_THAN, valueMode: ValueMode.SINGLE});

src/qqq/components/query/FilterCriteriaRowValues.tsx

@@ -398,11 +398,12 @@ function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueC
                initialValues = criteria.values;
             }
          }
-         return <Box>
+         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}
+                  key={field.name + "-multi-" + criteria.id + "-" + criteria.values.length}
                   isMultiple
                   fieldLabel="Values"
                   initialValues={initialValues}
@@ -412,6 +413,10 @@ function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueC
                   variant="standard"
                   useCase="filter"
                />
+            </Box>
+            <Box>
+               <FilterCriteriaPaster table={table} field={field} type="pvs" onSave={(newValues: any[]) => saveNewPasterValues(newValues)} />
+            </Box>
          </Box>;
    }
 

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";
 
@@ -118,7 +118,7 @@ const doesOperatorOptionEqualCriteria = (operatorOption: OperatorOption, criteri
  ** autocomplete), given an array of options, the query's active criteria in this
  ** field, and the default operator to use for this field
  *******************************************************************************/
-const getOperatorSelectedValue = (operatorOptions: OperatorOption[], criteria: QFilterCriteriaWithId, defaultOperator: QCriteriaOperator): OperatorOption =>
+const getOperatorSelectedValue = (operatorOptions: OperatorOption[], criteria: QFilterCriteriaWithId, defaultOperator: QCriteriaOperator, return0thOptionInsteadOfNull: boolean = false): OperatorOption =>
 {
    if (criteria)
    {
@@ -135,6 +135,23 @@ const getOperatorSelectedValue = (operatorOptions: OperatorOption[], criteria: Q
       return (filteredOptions[0]);
    }
 
+   if (return0thOptionInsteadOfNull)
+   {
+      console.log("Returning 0th operator instead of null - this isn't expected, but has been seen to happen - so here's some additional debugging:");
+      try
+      {
+         console.log("Operator options:   " + JSON.stringify(operatorOptions));
+         console.log("Criteria: " + JSON.stringify(criteria));
+         console.log("Default Operator:   " + JSON.stringify(defaultOperator));
+      }
+      catch (e)
+      {
+         console.log(`Error in debug output: ${e}`);
+      }
+
+      return operatorOptions[0];
+   }
+
    return (null);
 };
 
@@ -157,7 +174,7 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
    const [criteria, setCriteria] = useState(criteriaParamIsCriteria(criteriaParam) ? Object.assign({}, criteriaParam) as QFilterCriteriaWithId : null);
    const [id, setId] = useState(criteriaParamIsCriteria(criteriaParam) ? (criteriaParam as QFilterCriteriaWithId).id : ++seedId);
 
-   const [operatorSelectedValue, setOperatorSelectedValue] = useState(getOperatorSelectedValue(operatorOptions, criteria, defaultOperator));
+   const [operatorSelectedValue, setOperatorSelectedValue] = useState(getOperatorSelectedValue(operatorOptions, criteria, defaultOperator, true));
    const [operatorInputValue, setOperatorInputValue] = useState(operatorSelectedValue?.label);
 
    const {criteriaIsValid, criteriaStatusTooltip} = validateCriteria(criteria, operatorSelectedValue);
@@ -169,6 +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/components/scripts/ScriptDocsForm.tsx

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

src/qqq/components/widgets/DashboardWidgets.tsx

@@ -313,6 +313,7 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, reco
    function deleteChildRecord(name: string, widgetIndex: number, rowIndex: number)
    {
       updateChildRecordList(name, "delete", rowIndex);
+      forceUpdate();
       actionCallback(widgetData[widgetIndex]);
    };
 
@@ -368,7 +369,7 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, reco
    /*******************************************************************************
     **
     *******************************************************************************/
-   function submitEditChildForm(values: any)
+   function submitEditChildForm(values: any, tableName: string)
    {
       updateChildRecordList(showEditChildForm.widgetName, showEditChildForm.rowIndex == null ? "insert" : "edit", showEditChildForm.rowIndex, values);
       let widgetIndex = determineChildRecordListIndex(showEditChildForm.widgetName);
@@ -718,6 +719,7 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, reco
                      addNewRecordCallback={widgetData[i]?.isInProcess ? () => openAddChildRecord(widgetMetaData.name, widgetData[i]) : null}
                      widgetMetaData={widgetMetaData}
                      data={widgetData[i]}
+                     parentRecord={record}
                   />
                )
 

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

@@ -46,11 +46,12 @@ import React, {useContext, useEffect, useRef, useState} from "react";
 
 interface FilterAndColumnsSetupWidgetProps
 {
-   isEditable: boolean;
+   isEditable: boolean,
-   widgetMetaData: QWidgetMetaData;
+   widgetMetaData: QWidgetMetaData,
-   widgetData: any;
+   widgetData: any,
-   recordValues: { [name: string]: any };
+   recordValues: { [name: string]: any },
-   onSaveCallback?: (values: { [name: string]: any }) => void;
+   onSaveCallback?: (values: { [name: string]: any }) => void,
+   label?: string
 }
 
 FilterAndColumnsSetupWidget.defaultProps = {
@@ -83,13 +84,16 @@ const qController = Client.getInstance();
 /*******************************************************************************
  ** Component for editing the main setup of a report - that is: filter & columns
  *******************************************************************************/
-export default function FilterAndColumnsSetupWidget({isEditable, widgetMetaData, widgetData, recordValues, onSaveCallback}: FilterAndColumnsSetupWidgetProps): JSX.Element
+export default function FilterAndColumnsSetupWidget({isEditable, widgetMetaData, widgetData, recordValues, onSaveCallback, label}: FilterAndColumnsSetupWidgetProps): JSX.Element
 {
    const [modalOpen, setModalOpen] = useState(false);
-   const [hideColumns, setHideColumns] = useState(widgetData?.hideColumns);
+   const [hideColumns] = useState(widgetData?.hideColumns);
-   const [hidePreview, setHidePreview] = useState(widgetData?.hidePreview);
+   const [hidePreview] = useState(widgetData?.hidePreview);
    const [tableMetaData, setTableMetaData] = useState(null as QTableMetaData);
 
+   const [filterFieldName] = useState(widgetData?.filterFieldName ?? "queryFilterJson");
+   const [columnsFieldName] = useState(widgetData?.columnsFieldName ?? "columnsJson");
+
    const [alertContent, setAlertContent] = useState(null as string);
 
    //////////////////////////////////////////////////////////////////////////////////////////////////
@@ -108,7 +112,7 @@ export default function FilterAndColumnsSetupWidget({isEditable, widgetMetaData,
    /////////////////////////////
    let columns: QQueryColumns = null;
    let usingDefaultEmptyFilter = false;
-   let queryFilter = recordValues["queryFilterJson"] && JSON.parse(recordValues["queryFilterJson"]) as QQueryFilter;
+   let queryFilter = recordValues[filterFieldName] && JSON.parse(recordValues[filterFieldName]) as QQueryFilter;
    const defaultFilterFields = widgetData?.filterDefaultFieldNames;
    if (!queryFilter)
    {
@@ -142,9 +146,9 @@ export default function FilterAndColumnsSetupWidget({isEditable, widgetMetaData,
       });
    }
 
-   if (recordValues["columnsJson"])
+   if (recordValues[columnsFieldName])
    {
-      columns = QQueryColumns.buildFromJSON(recordValues["columnsJson"]);
+      columns = QQueryColumns.buildFromJSON(recordValues[columnsFieldName]);
    }
 
    //////////////////////////////////////////////////////////////////////
@@ -230,7 +234,10 @@ export default function FilterAndColumnsSetupWidget({isEditable, widgetMetaData,
       setFrontendQueryFilter(view.queryFilter);
       const filter = FilterUtils.prepQueryFilterForBackend(tableMetaData, view.queryFilter);
 
-      onSaveCallback({queryFilterJson: JSON.stringify(filter), columnsJson: JSON.stringify(view.queryColumns)});
+      const rs: { [key: string]: any } = {};
+      rs[filterFieldName] = JSON.stringify(filter);
+      rs[columnsFieldName] = JSON.stringify(view.queryColumns);
+      onSaveCallback(rs);
 
       closeEditor();
    }
@@ -356,7 +363,7 @@ export default function FilterAndColumnsSetupWidget({isEditable, widgetMetaData,
          </Collapse>
          <Box pt="0.5rem">
             <Box display="flex" justifyContent="space-between" alignItems="center">
-               <h5>Query Filter</h5>
+               <h5>{label ?? "Query Filter"}</h5>
                <Box fontSize="0.75rem" fontWeight="700">{mayShowQuery() && getCurrentSortIndicator(frontendQueryFilter, tableMetaData, null)}</Box>
             </Box>
             {

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

@@ -40,7 +40,7 @@ import {Link, useNavigate} from "react-router-dom";
 export interface ChildRecordListData extends WidgetData
 {
    title?: string;
-   queryOutput?: { records: { values: any }[] };
+   queryOutput?: { records: { values: any, displayValues?: any } [] };
    childTableMetaData?: QTableMetaData;
    tablePath?: string;
    viewAllLink?: string;
@@ -48,20 +48,22 @@ export interface ChildRecordListData extends WidgetData
    canAddChildRecord?: boolean;
    defaultValuesForNewChildRecords?: { [fieldName: string]: any };
    disabledFieldsForNewChildRecords?: { [fieldName: string]: any };
+   defaultValuesForNewChildRecordsFromParentFields?: { [fieldName: string]: string };
 }
 
 interface Props
 {
-   widgetMetaData: QWidgetMetaData;
+   widgetMetaData: QWidgetMetaData,
-   data: ChildRecordListData;
+   data: ChildRecordListData,
-   addNewRecordCallback?: () => void;
+   addNewRecordCallback?: () => void,
-   disableRowClick: boolean;
+   disableRowClick: boolean,
-   allowRecordEdit: boolean;
+   allowRecordEdit: boolean,
-   editRecordCallback?: (rowIndex: number) => void;
+   editRecordCallback?: (rowIndex: number) => void,
-   allowRecordDelete: boolean;
+   allowRecordDelete: boolean,
-   deleteRecordCallback?: (rowIndex: number) => void;
+   deleteRecordCallback?: (rowIndex: number) => void,
-   gridOnly?: boolean;
+   gridOnly?: boolean,
-   gridDensity?: GridDensity;
+   gridDensity?: GridDensity,
+   parentRecord?: QRecord
 }
 
 RecordGridWidget.defaultProps =
@@ -74,7 +76,7 @@ RecordGridWidget.defaultProps =
 
 const qController = Client.getInstance();
 
-function RecordGridWidget({widgetMetaData, data, addNewRecordCallback, disableRowClick, allowRecordEdit, editRecordCallback, allowRecordDelete, deleteRecordCallback, gridOnly, gridDensity}: Props): JSX.Element
+function RecordGridWidget({widgetMetaData, data, addNewRecordCallback, disableRowClick, allowRecordEdit, editRecordCallback, allowRecordDelete, deleteRecordCallback, gridOnly, gridDensity, parentRecord}: Props): JSX.Element
 {
    const instance = useRef({timer: null});
    const [rows, setRows] = useState([]);
@@ -97,7 +99,7 @@ function RecordGridWidget({widgetMetaData, data, addNewRecordCallback, disableRo
          {
             for (let i = 0; i < queryOutputRecords.length; i++)
             {
-               if(queryOutputRecords[i] instanceof QRecord)
+               if (queryOutputRecords[i] instanceof QRecord)
                {
                   records.push(queryOutputRecords[i] as QRecord);
                }
@@ -109,7 +111,7 @@ function RecordGridWidget({widgetMetaData, data, addNewRecordCallback, disableRo
          }
 
          const tableMetaData = data.childTableMetaData instanceof QTableMetaData ? data.childTableMetaData as QTableMetaData : new QTableMetaData(data.childTableMetaData);
-         const rows = DataGridUtils.makeRows(records, tableMetaData, true);
+         const rows = DataGridUtils.makeRows(records, tableMetaData, undefined, true);
 
          /////////////////////////////////////////////////////////////////////////////////
          // note - tablePath may be null, if the user doesn't have access to the table. //
@@ -252,7 +254,22 @@ function RecordGridWidget({widgetMetaData, data, addNewRecordCallback, disableRo
       {
          disabledFields = data.defaultValuesForNewChildRecords;
       }
-      labelAdditionalComponentsRight.push(new AddNewRecordButton(data.childTableMetaData, data.defaultValuesForNewChildRecords, "Add new", disabledFields, addNewRecordCallback));
+
+      const defaultValuesForNewChildRecords = data.defaultValuesForNewChildRecords || {};
+
+      ///////////////////////////////////////////////////////////////////////////////////////
+      // copy values from specified fields in the parent record down into the child record //
+      ///////////////////////////////////////////////////////////////////////////////////////
+      if (data.defaultValuesForNewChildRecordsFromParentFields)
+      {
+         for (let childField in data.defaultValuesForNewChildRecordsFromParentFields)
+         {
+            const parentField = data.defaultValuesForNewChildRecordsFromParentFields[childField];
+            defaultValuesForNewChildRecords[childField] = parentRecord?.values?.get(parentField);
+         }
+      }
+
+      labelAdditionalComponentsRight.push(new AddNewRecordButton(data.childTableMetaData, defaultValuesForNewChildRecords, "Add new", disabledFields, addNewRecordCallback));
    }
 
 
@@ -357,7 +374,7 @@ function RecordGridWidget({widgetMetaData, data, addNewRecordCallback, disableRo
       />
    );
 
-   if(gridOnly)
+   if (gridOnly)
    {
       return (grid);
    }

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

@@ -393,7 +393,7 @@ export default function ScriptViewer({scriptId, associatedScriptTableName, assoc
    }
 
    return (
-      <Grid container className="scriptViewer" m={-2} pt={4} width={"calc(100% + 2rem)"}>
+      <Grid container className="scriptViewer" my={-3} mx={-3} pt={4} width={"calc(100% + 3rem)"}>
          <Grid item xs={12}>
             <Box>
                {
@@ -530,7 +530,7 @@ export default function ScriptViewer({scriptId, associatedScriptTableName, assoc
                                  </TabPanel>
 
                                  <TabPanel index={2} value={selectedTab}>
-                                    <Box sx={{height: "455px"}} px={2} pb={1}>
+                                    <Box sx={{height: "455px"}} px={2} pt={1}>
                                        <ScriptTestForm scriptId={scriptId}
                                           scriptType={scriptTypeRecord}
                                           tableName={associatedScriptTableName}
@@ -543,7 +543,7 @@ export default function ScriptViewer({scriptId, associatedScriptTableName, assoc
                                  </TabPanel>
 
                                  <TabPanel index={3} value={selectedTab}>
-                                    <Box sx={{height: "455px"}} px={2} pb={1}>
+                                    <Box sx={{height: "455px"}} px={2} pt={1}>
                                        <ScriptDocsForm helpText={scriptTypeRecord?.values.get("helpText")} exampleCode={scriptTypeRecord?.values.get("sampleCode")} />
                                     </Box>
                                  </TabPanel>

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

@@ -35,7 +35,7 @@ export interface ModalEditFormData
    defaultValues?: { [key: string]: string };
    disabledFields?: { [key: string]: boolean } | string[];
    overrideHeading?: string;
-   onSubmitCallback?: (values: any) => void;
+   onSubmitCallback?: (values: any, tableName: String) => void;
    initialShowModalValue?: boolean;
 }
 

src/qqq/layouts/BaseLayout.tsx

@@ -21,11 +21,12 @@
 
 import {QInstance} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QInstance";
 import Box from "@mui/material/Box";
-import {ReactNode, useEffect, useState} from "react";
 import Footer from "qqq/components/horseshoe/Footer";
 import NavBar from "qqq/components/horseshoe/NavBar";
+import {getBannerClassName, getBannerStyles, getBanner, makeBannerContent} from "qqq/components/misc/Banners";
 import DashboardLayout from "qqq/layouts/DashboardLayout";
 import Client from "qqq/utils/qqq/Client";
+import {ReactNode, useEffect, useState} from "react";
 
 interface Props
 {
@@ -80,12 +81,34 @@ function BaseLayout({stickyNavbar, children}: Props): JSX.Element
       return () => window.removeEventListener("resize", handleTabsOrientation);
    }, [tabsOrientation]);
 
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   function banner(): JSX.Element | null
+   {
+      const banner = getBanner(metaData?.branding, "QFMD_TOP_OF_BODY");
+
+      if (!banner)
+      {
+         return (null);
+      }
+
+      return (<Box className={getBannerClassName(banner)} sx={{display: "flex", justifyContent: "center", padding: "0.5rem", margin: "-20px", marginBottom: "20px", ...getBannerStyles(banner)}}>
+         {makeBannerContent(banner)}
+      </Box>);
+   }
+
+
    return (
+      <>
          <DashboardLayout>
+            {banner()}
             <NavBar />
             <Box>{children}</Box>
             <Footer company={{href: metaData?.branding?.companyUrl, name: metaData?.branding?.companyName}} />
          </DashboardLayout>
+      </>
    );
 }
 

src/qqq/models/processes/BulkLoadModels.ts

@@ -21,6 +21,7 @@
 
 
 import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
+import {QFieldType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldType";
 import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
 
 export type ValueType = "defaultValue" | "column";
@@ -42,6 +43,7 @@ export class BulkLoadField
    wideLayoutIndexPath: number[] = [];
 
    error: string = null;
+   warning: string = null;
 
    key: string;
 
@@ -49,7 +51,7 @@ export class BulkLoadField
    /***************************************************************************
     **
     ***************************************************************************/
-   constructor(field: QFieldMetaData, tableStructure: BulkLoadTableStructure, valueType: ValueType = "column", columnIndex?: number, headerName?: string, defaultValue?: any, doValueMapping?: boolean, wideLayoutIndexPath: number[] = [])
+   constructor(field: QFieldMetaData, tableStructure: BulkLoadTableStructure, valueType: ValueType = "column", columnIndex?: number, headerName?: string, defaultValue?: any, doValueMapping?: boolean, wideLayoutIndexPath: number[] = [], error: string = null, warning: string = null)
    {
       this.field = field;
       this.tableStructure = tableStructure;
@@ -59,6 +61,8 @@ export class BulkLoadField
       this.defaultValue = defaultValue;
       this.doValueMapping = doValueMapping;
       this.wideLayoutIndexPath = wideLayoutIndexPath;
+      this.error = error;
+      this.warning = warning;
       this.key = new Date().getTime().toString();
    }
 
@@ -68,7 +72,7 @@ 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));
+      return (new BulkLoadField(source.field, source.tableStructure, source.valueType, source.columnIndex, source.headerName, source.defaultValue, source.doValueMapping, source.wideLayoutIndexPath, source.error, source.warning));
    }
 
 
@@ -422,18 +426,23 @@ export class BulkLoadMapping
          }
          else
          {
-            index = 0;
+            ///////////////////////////////////////////////
-            ///////////////////////////////////////////////////////////
+            // find the max index for this field already //
-            // count how many copies of this field there are already //
+            ///////////////////////////////////////////////
-            ///////////////////////////////////////////////////////////
+            let maxIndex = -1;
             for (let existingField of [...this.requiredFields, ...this.additionalFields])
             {
                if (existingField.getQualifiedName() == bulkLoadField.getQualifiedName())
                {
-                  index++;
+                  const thisIndex = existingField.wideLayoutIndexPath[0];
+                  if (thisIndex != null && thisIndex != undefined && thisIndex > maxIndex)
+                  {
+                     maxIndex = thisIndex;
                   }
                }
             }
+            index = maxIndex + 1;
+         }
 
          const cloneField = BulkLoadField.clone(bulkLoadField);
          cloneField.wideLayoutIndexPath = [index];
@@ -455,7 +464,7 @@ export class BulkLoadMapping
       const newAdditionalFields: BulkLoadField[] = [];
       for (let bulkLoadField of this.additionalFields)
       {
-         if (bulkLoadField.getQualifiedName() != toRemove.getQualifiedName())
+         if (bulkLoadField.getQualifiedNameWithWideSuffix() != toRemove.getQualifiedNameWithWideSuffix())
          {
             newAdditionalFields.push(bulkLoadField);
          }
@@ -463,6 +472,171 @@ export class BulkLoadMapping
 
       this.additionalFields = newAdditionalFields;
    }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   public switchLayout(newLayout: string): void
+   {
+      const newAdditionalFields: BulkLoadField[] = [];
+      let anyChanges = false;
+
+      if ("WIDE" != newLayout)
+      {
+         ////////////////////////////////////////////////////////////////////////////////////////////////////////
+         // if going to a layout other than WIDE, make sure there aren't any fields with a wideLayoutIndexPath //
+         ////////////////////////////////////////////////////////////////////////////////////////////////////////
+         const namesWhereOneWideLayoutIndexHasBeenFound: { [name: string]: boolean } = {};
+         for (let existingField of this.additionalFields)
+         {
+            if (existingField.wideLayoutIndexPath.length > 0)
+            {
+               const name = existingField.getQualifiedName();
+               if (namesWhereOneWideLayoutIndexHasBeenFound[name])
+               {
+                  /////////////////////////////////////////////////////////////////////////////////////////////////////////
+                  // in this case, we're on like the 2nd or 3rd instance of, say, Line Item: SKU - so - just discard it. //
+                  /////////////////////////////////////////////////////////////////////////////////////////////////////////
+                  anyChanges = true;
+               }
+               else
+               {
+                  ////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+                  // else, this is the 1st instance of, say, Line Item: SKU - so mark that we've found it - and keep this field //
+                  // (that is, put it in the new array), but with no index path                                                 //
+                  ////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+                  namesWhereOneWideLayoutIndexHasBeenFound[name] = true;
+                  const newField = BulkLoadField.clone(existingField);
+                  newField.wideLayoutIndexPath = [];
+                  newAdditionalFields.push(newField);
+                  anyChanges = true;
+               }
+            }
+            else
+            {
+               //////////////////////////////////////////////////////
+               // else, non-wide-path fields, just get added as-is //
+               //////////////////////////////////////////////////////
+               newAdditionalFields.push(existingField);
+            }
+         }
+      }
+      else
+      {
+         ///////////////////////////////////////////////////////////////////////////////////////////////
+         // if going to WIDE layout, then any field from a child table needs a wide-layout-index-path //
+         ///////////////////////////////////////////////////////////////////////////////////////////////
+         for (let existingField of this.additionalFields)
+         {
+            if (existingField.tableStructure.isMain)
+            {
+               ////////////////////////////////////////////
+               // fields from main table come over as-is //
+               ////////////////////////////////////////////
+               newAdditionalFields.push(existingField);
+            }
+            else
+            {
+               /////////////////////////////////////////////////////////////////////////////////////////////
+               // fields from child tables get a wideLayoutIndexPath (and we're assuming just 1 for each) //
+               /////////////////////////////////////////////////////////////////////////////////////////////
+               const newField = BulkLoadField.clone(existingField);
+               newField.wideLayoutIndexPath = [0];
+               newAdditionalFields.push(newField);
+               anyChanges = true;
+            }
+         }
+      }
+
+      if (anyChanges)
+      {
+         this.additionalFields = newAdditionalFields;
+      }
+
+      this.layout = newLayout;
+   }
+
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   public getFieldsForColumnIndex(i: number): BulkLoadField[]
+   {
+      const rs: BulkLoadField[] = [];
+
+      for (let field of [...this.requiredFields, ...this.additionalFields])
+      {
+         if (field.valueType == "column" && field.columnIndex == i)
+         {
+            rs.push(field);
+         }
+      }
+
+      return (rs);
+   }
+
+   /***************************************************************************
+    **
+    ***************************************************************************/
+   public handleChangeToHasHeaderRow(newValue: any, fileDescription: FileDescription)
+   {
+      const newRequiredFields: BulkLoadField[] = [];
+      let anyChangesToRequiredFields = false;
+
+      const newAdditionalFields: BulkLoadField[] = [];
+      let anyChangesToAdditionalFields = false;
+
+      ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      // if we're switching to have header-rows enabled, then make sure that no columns w/ duplicated headers are selected //
+      // strategy to do this:  build new lists of both required & additional fields - and track if we had to change any    //
+      // column indexes (set to null) - add a warning to them, and only replace the arrays if there were changes.          //
+      ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      if (newValue)
+      {
+         for (let field of this.requiredFields)
+         {
+            if (field.valueType == "column" && fileDescription.duplicateHeaderIndexes[field.columnIndex])
+            {
+               const newField = BulkLoadField.clone(field);
+               newField.columnIndex = null;
+               newField.warning = "This field was assigned to a column with a duplicated header"
+               newRequiredFields.push(newField);
+               anyChangesToRequiredFields = true;
+            }
+            else
+            {
+               newRequiredFields.push(field);
+            }
+         }
+
+         for (let field of this.additionalFields)
+         {
+            if (field.valueType == "column" && fileDescription.duplicateHeaderIndexes[field.columnIndex])
+            {
+               const newField = BulkLoadField.clone(field);
+               newField.columnIndex = null;
+               newField.warning = "This field was assigned to a column with a duplicated header"
+               newAdditionalFields.push(newField);
+               anyChangesToAdditionalFields = true;
+            }
+            else
+            {
+               newAdditionalFields.push(field);
+            }
+         }
+      }
+
+      if (anyChangesToRequiredFields)
+      {
+         this.requiredFields = newRequiredFields;
+      }
+
+      if (anyChangesToAdditionalFields)
+      {
+         this.additionalFields = newAdditionalFields;
+      }
+   }
 }
 
 
@@ -475,6 +649,8 @@ export class FileDescription
    headerLetters: string[];
    bodyValuesPreview: string[][];
 
+   duplicateHeaderIndexes: boolean[];
+
    // todo - just get this from the profile always - it's not part of the file per-se
    hasHeaderRow: boolean = true;
 
@@ -486,6 +662,18 @@ export class FileDescription
       this.headerValues = headerValues;
       this.headerLetters = headerLetters;
       this.bodyValuesPreview = bodyValuesPreview;
+
+      this.duplicateHeaderIndexes = [];
+      const usedLabels: { [label: string]: boolean } = {};
+      for (let i = 0; i < headerValues.length; i++)
+      {
+         const label = headerValues[i];
+         if (usedLabels[label])
+         {
+            this.duplicateHeaderIndexes[i] = true;
+         }
+         usedLabels[label] = true;
+      }
    }
 
 
@@ -517,21 +705,85 @@ export class FileDescription
    /***************************************************************************
     **
     ***************************************************************************/
-   public getPreviewValues(columnIndex: number): string[]
+   public getPreviewValues(columnIndex: number, fieldType?: QFieldType): string[]
    {
       if (columnIndex == undefined)
       {
          return [];
       }
 
-      if (this.hasHeaderRow)
+      function getTypedValue(value: any): string
       {
-         return (this.bodyValuesPreview[columnIndex]);
+         if (value == null)
-      }
-      else
          {
-         return ([this.headerValues[columnIndex], ...this.bodyValuesPreview[columnIndex]]);
+            return "";
          }
+
+         //////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+         // this was useful at one point in time when we had an object coming back for xlsx files with many different data types //
+         // we'd see a .string attribute, which would have the value we'd want to show.  not using it now, but keep in case      //
+         //////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+         if (value && value.string)
+         {
+            switch (fieldType)
+            {
+               case QFieldType.BOOLEAN:
+               {
+                  return value.bool;
+               }
+
+               case QFieldType.STRING:
+               case QFieldType.TEXT:
+               case QFieldType.HTML:
+               case QFieldType.PASSWORD:
+               {
+                  return value.string;
+               }
+
+               case QFieldType.INTEGER:
+               case QFieldType.LONG:
+               {
+                  return value.integer;
+               }
+               case QFieldType.DECIMAL:
+               {
+                  return value.decimal;
+               }
+               case QFieldType.DATE:
+               {
+                  return value.date;
+               }
+               case QFieldType.TIME:
+               {
+                  return value.time;
+               }
+               case QFieldType.DATE_TIME:
+               {
+                  return value.dateTime;
+               }
+               case QFieldType.BLOB:
+                  return ""; // !!
+            }
+         }
+
+         return (`${value}`);
+      }
+
+      const valueArray: string[] = [];
+
+      if (!this.hasHeaderRow)
+      {
+         const typedValue = getTypedValue(this.headerValues[columnIndex]);
+         valueArray.push(typedValue == null ? "" : `${typedValue}`);
+      }
+
+      for (let value of this.bodyValuesPreview[columnIndex])
+      {
+         const typedValue = getTypedValue(value);
+         valueArray.push(typedValue == null ? "" : `${typedValue}`);
+      }
+
+      return (valueArray);
    }
 }
 

src/qqq/pages/processes/ProcessRun.tsx

@@ -1032,9 +1032,11 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                               <BulkLoadFileMappingForm
                                  processValues={processValues}
                                  tableMetaData={tableMetaData}
+                                 processMetaData={processMetaData}
                                  metaData={qInstance}
                                  ref={bulkLoadFileMappingFormRef}
                                  setActiveStepLabel={setActiveStepLabel}
+                                 frontendStep={activeStep}
                               />
                            )
                         }
@@ -1836,6 +1838,20 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
             return;
          }
 
+         if(urlSearchParams.get("defaultProcessValues"))
+         {
+            if(!defaultProcessValues)
+            {
+               defaultProcessValues = {}
+            }
+
+            const values = JSON.parse(urlSearchParams.get("defaultProcessValues"));
+            for (let key in values)
+            {
+               defaultProcessValues[key] = values[key]
+            }
+         }
+
          if (defaultProcessValues)
          {
             for (let key in defaultProcessValues)
@@ -2220,7 +2236,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
    if (isModal)
    {
       return (
-         <Box sx={{position: "absolute", overflowY: "auto", maxHeight: "100%", width: "100%"}}>
+         <Box sx={{position: "absolute", overflowY: "auto", maxHeight: "100%", width: "100%"}} id="modalProcessScrollContainer">
             {body}
          </Box>
       );

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

@@ -1103,7 +1103,7 @@ const RecordQuery = forwardRef(({table, usage, isModal, isPreview, allowVariable
       ////////////////////////////////
       // make the rows for the grid //
       ////////////////////////////////
-      const rows = DataGridUtils.makeRows(results, tableMetaData);
+      const rows = DataGridUtils.makeRows(results, tableMetaData, tableVariant);
       setRows(rows);
 
       setLoading(false);
@@ -1612,6 +1612,22 @@ const RecordQuery = forwardRef(({table, usage, isModal, isPreview, allowVariable
     *******************************************************************************/
    const processClicked = (process: QProcessMetaData) =>
    {
+      if (process.minInputRecords != null && process.minInputRecords > 0 && getNoOfSelectedRecords() === 0)
+      {
+         setAlertContent(`No records were selected for the process: ${process.label}`);
+         return;
+      }
+      else if (process.minInputRecords != null && getNoOfSelectedRecords() < process.minInputRecords)
+      {
+         setAlertContent(`Too few records were selected for the process: ${process.label}.  A minimum of ${process.minInputRecords} is required.`);
+         return;
+      }
+      else if (process.maxInputRecords != null && getNoOfSelectedRecords() > process.maxInputRecords)
+      {
+         setAlertContent(`Too many records were selected for the process: ${process.label}.  A maximum of ${process.maxInputRecords} is allowed.`);
+         return;
+      }
+
       // todo - let the process specify that it needs initial rows - err if none selected.
       //  alternatively, let a process itself have an initial screen to select rows...
       openModalProcess(process);

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

@@ -191,7 +191,7 @@ function RecordDeveloperView({table}: Props): JSX.Element
                                                 <Card sx={{mb: 3}}>
                                                    <Typography variant="h6" p={2} pl={3} pb={3}>{field?.label}</Typography>
 
-                                                   <Box display="flex" alignItems="center" justifyContent="space-between" gap={2}>
+                                                   <Box display="flex" alignItems="center" justifyContent="space-between" gap={2} mx={3} mb={3} mt={0}>
                                                       {scriptId ?
                                                          <ScriptViewer
                                                             scriptId={scriptId}

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

@@ -92,9 +92,9 @@ const TABLE_VARIANT_LOCAL_STORAGE_KEY_ROOT = "qqq.tableVariant";
 /*******************************************************************************
  **
  *******************************************************************************/
-export function renderSectionOfFields(key: string, fieldNames: string[], tableMetaData: QTableMetaData, helpHelpActive: boolean, record: QRecord, fieldMap?: { [name: string]: QFieldMetaData }, styleOverrides?: {label?: SxProps, value?: SxProps})
+export function renderSectionOfFields(key: string, fieldNames: string[], tableMetaData: QTableMetaData, helpHelpActive: boolean, record: QRecord, fieldMap?: { [name: string]: QFieldMetaData }, styleOverrides?: {label?: SxProps, value?: SxProps}, tableVariant?: QTableVariant)
 {
-   return <Box key={key} display="flex" flexDirection="column" py={1} pr={2}>
+   return <Grid container lg={12} key={key} display="flex" py={1} pr={2}>
       {
          fieldNames.map((fieldName: string) =>
          {
@@ -103,6 +103,7 @@ export function renderSectionOfFields(key: string, fieldNames: string[], tableMe
             if (field != null)
             {
                let label = field.label;
+               let gridColumns = (field.gridColumns && field.gridColumns > 0) ? field.gridColumns : 12;
 
                const helpRoles = ["VIEW_SCREEN", "READ_SCREENS", "ALL_SCREENS"];
                const showHelp = helpHelpActive || hasHelpContent(field.helpContents, helpRoles);
@@ -111,22 +112,22 @@ export function renderSectionOfFields(key: string, fieldNames: string[], tableMe
                const labelElement = <Typography variant="button" textTransform="none" fontWeight="bold" pr={1} color="rgb(52, 71, 103)" sx={{cursor: "default", ...(styleOverrides?.label ?? {})}}>{label}:</Typography>;
 
                return (
-                  <Box key={fieldName} flexDirection="row" pr={2}>
+                  <Grid item key={fieldName} lg={gridColumns} flexDirection="column" pr={2}>
                      <>
                         {
                            showHelp && formattedHelpContent ? <Tooltip title={formattedHelpContent}>{labelElement}</Tooltip> : labelElement
                         }
                         <div style={{display: "inline-block", width: 0}}>&nbsp;</div>
                         <Typography variant="button" textTransform="none" fontWeight="regular" color="rgb(123, 128, 154)" sx={{...(styleOverrides?.value ?? {})}}>
-                           {ValueUtils.getDisplayValue(field, record, "view", fieldName)}
+                           {ValueUtils.getDisplayValue(field, record, "view", fieldName, tableVariant)}
                         </Typography>
                      </>
-                  </Box>
+                  </Grid>
                );
             }
          })
       }
-   </Box>;
+   </Grid>;
 }
 
 
@@ -597,7 +598,7 @@ function RecordView({table, record: overrideRecord, launchProcess}: Props): JSX.
                // for a section with field names, render the field values.                                               //
                // for the T1 section, the "wrapper" will come out below - but for other sections, produce a wrapper too. //
                ////////////////////////////////////////////////////////////////////////////////////////////////////////////
-               const fields = renderSectionOfFields(section.name, section.fieldNames, tableMetaData, helpHelpActive, record);
+               const fields = renderSectionOfFields(section.name, section.fieldNames, tableMetaData, helpHelpActive, record, undefined, undefined, tableVariant);
 
                if (section.tier === "T1")
                {

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

@@ -748,35 +748,54 @@ input[type="search"]::-webkit-search-results-decoration
    padding: 8px 0;
 }
 
-.helpContentAlert.success
+.helpContentAlert.info,
+.banner.info
+{
+   background-color: rgb(234, 242, 255);
+   color: rgb(20, 51, 102);
+}
+
+.helpContentAlert.info .MuiAlert-icon .material-icons-round,
+.banner.info .MuiAlert-icon .material-icons-round
+{
+   color: #0062FF;
+}
+
+.helpContentAlert.success,
+.banner.success
 {
    background-color: rgb(240, 248, 241);
    color: rgb(44, 76, 46);
 }
 
-.helpContentAlert.success .MuiAlert-icon .material-icons-round
+.helpContentAlert.success .MuiAlert-icon .material-icons-round,
+.banner.success .MuiAlert-icon .material-icons-round
 {
    color: #4CAF50;
 }
 
-.helpContentAlert.warning
+.helpContentAlert.warning,
+.banner.warning
 {
    background-color: rgb(254, 245, 234);
    color: rgb(100, 65, 20);
 }
 
-.helpContentAlert.warning .MuiAlert-icon .material-icons-round
+.helpContentAlert.warning .MuiAlert-icon .material-icons-round,
+.banner.warning .MuiAlert-icon .material-icons-round
 {
    color: #fb8c00;
 }
 
-.helpContentAlert.error
+.helpContentAlert.error,
+.banner.error
 {
    background-color: rgb(254, 239, 238);
    color: rgb(98, 41, 37);
 }
 
-.helpContentAlert.error .MuiAlert-icon .material-icons-round
+.helpContentAlert.error .MuiAlert-icon .material-icons-round,
+.banner.error .MuiAlert-icon .material-icons-round
 {
    color: #F44335;
 }

src/qqq/utils/DataGridUtils.tsx

@@ -24,6 +24,7 @@ import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QF
 import {QFieldType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldType";
 import {QInstance} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QInstance";
 import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
+import {QTableVariant} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableVariant";
 import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
 import Tooltip from "@mui/material/Tooltip/Tooltip";
 import {GridColDef, GridRowsProp, MuiEvent} from "@mui/x-data-grid-pro";
@@ -70,7 +71,7 @@ export default class DataGridUtils
    /*******************************************************************************
     **
     *******************************************************************************/
-   public static makeRows = (results: QRecord[], tableMetaData: QTableMetaData, allowEmptyId = false): GridRowsProp[] =>
+   public static makeRows = (results: QRecord[], tableMetaData: QTableMetaData, tableVariant?: QTableVariant, allowEmptyId = false): GridRowsProp[] =>
    {
       const fields = [...tableMetaData.fields.values()];
       const rows = [] as any[];
@@ -82,7 +83,7 @@ export default class DataGridUtils
 
          fields.forEach((field) =>
          {
-            row[field.name] = ValueUtils.getDisplayValue(field, record, "query");
+            row[field.name] = ValueUtils.getDisplayValue(field, record, "query", undefined, tableVariant);
          });
 
          if (tableMetaData.exposedJoins)
@@ -97,7 +98,7 @@ export default class DataGridUtils
                   fields.forEach((field) =>
                   {
                      let fieldName = join.joinTable.name + "." + field.name;
-                     row[fieldName] = ValueUtils.getDisplayValue(field, record, "query", fieldName);
+                     row[fieldName] = ValueUtils.getDisplayValue(field, record, "query", fieldName, tableVariant);
                   });
                }
             }

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/SavedBulkLoadProfileUtils.ts

@@ -37,7 +37,7 @@ export class SavedBulkLoadProfileUtils
 
       for (let bulkLoadField of orderedFieldArray)
       {
-         const fieldName = bulkLoadField.field.name;
+         const fieldName = bulkLoadField.getQualifiedName()
          const compareField = compareFieldsMap[fieldName];
          const baseField = baseFieldsMap[fieldName];
          if(!compareField)
@@ -55,12 +55,13 @@ export class SavedBulkLoadProfileUtils
                if (compareField.valueType == "column")
                {
                   const column = fileDescription.getColumnNames()[compareField.columnIndex];
-                  rs.push(`Changed ${compareField.getQualifiedLabel()} from using a default value (${baseField.defaultValue}) to using a file column (${column})`);
+                  rs.push(`Changed ${compareField.getQualifiedLabel()} from using a default value (${baseField.defaultValue}) to using a file column ${column ? `(${column})` : ""}`);
                }
                else if (compareField.valueType == "defaultValue")
                {
                   const column = fileDescription.getColumnNames()[baseField.columnIndex];
-                  rs.push(`Changed ${compareField.getQualifiedLabel()} from using a file column (${column}) to using a default value (${compareField.defaultValue})`);
+                  const value = compareField.defaultValue;
+                  rs.push(`Changed ${compareField.getQualifiedLabel()} from using a file column (${column}) to using a default value ${value === undefined ? "" : `(${value})`}`);
                }
             }
             else if (baseField.valueType == compareField.valueType && baseField.valueType == "defaultValue")
@@ -70,7 +71,8 @@ export class SavedBulkLoadProfileUtils
                //////////////////////////////////////////////////
                if (baseField.defaultValue != compareField.defaultValue)
                {
-                  rs.push(`Changed ${compareField.getQualifiedLabel()} default value from (${baseField.defaultValue}) to (${compareField.defaultValue})`);
+                  const value = compareField.defaultValue;
+                  rs.push(`Changed ${compareField.getQualifiedLabel()} default value from (${baseField.defaultValue}) to ${value === undefined ? "" : `(${value})`}`);
                }
             }
             else if (baseField.valueType == compareField.valueType && baseField.valueType == "column")
@@ -78,23 +80,27 @@ export class SavedBulkLoadProfileUtils
                ///////////////////////////////////////////
                // if we changed the column, report that //
                ///////////////////////////////////////////
+               let isDiff = false;
                if (fileDescription.hasHeaderRow)
                {
                   if (baseField.headerName != compareField.headerName)
                   {
-                     const baseColumn = fileDescription.getColumnNames()[baseField.columnIndex];
+                     isDiff = true;
-                     const compareColumn = fileDescription.getColumnNames()[compareField.columnIndex];
-                     rs.push(`Changed ${compareField.getQualifiedLabel()} file column from (${baseColumn}) to (${compareColumn})`);
                   }
                }
                else
                {
                   if (baseField.columnIndex != compareField.columnIndex)
+                  {
+                     isDiff = true;
+                  }
+               }
+
+               if(isDiff)
                {
                   const baseColumn = fileDescription.getColumnNames()[baseField.columnIndex];
                   const compareColumn = fileDescription.getColumnNames()[compareField.columnIndex];
-                     rs.push(`Changed ${compareField.getQualifiedLabel()} file column from (${baseColumn}) to (${compareColumn})`);
+                  rs.push(`Changed ${compareField.getQualifiedLabel()} file column from ${baseColumn ? `(${baseColumn})` : "--"} to ${compareColumn ? `(${compareColumn})` : "--"}`);
-                  }
                }
 
                /////////////////////////////////////////////////////////////////////////////////////////////////////
@@ -120,7 +126,7 @@ export class SavedBulkLoadProfileUtils
 
       for (let bulkLoadField of orderedFieldArray)
       {
-         const fieldName = bulkLoadField.field.name;
+         const fieldName = bulkLoadField.getQualifiedName()
          const compareField = compareFieldsMap[fieldName];
          if(!compareField)
          {
@@ -292,7 +298,7 @@ export class SavedBulkLoadProfileUtils
       {
          try
          {
-            const fieldName = bulkLoadField.field.name;
+            const fieldName = bulkLoadField.getQualifiedName() // todo - does this (and the others calls to this) need suffix?
 
             const valueMappingDiff = this.diffFieldValueMappings(bulkLoadField, baseMapping.valueMappings[fieldName] ?? {}, activeMapping.valueMappings[fieldName] ?? {});
             if(valueMappingDiff)

src/qqq/utils/qqq/ValueUtils.tsx

@@ -23,6 +23,7 @@ import {AdornmentType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/Ado
 import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
 import {QFieldType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldType";
 import {QInstance} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QInstance";
+import {QTableVariant} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableVariant";
 import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
 import "datejs"; // https://github.com/datejs/Datejs
 import {Chip, ClickAwayListener, Icon} from "@mui/material";
@@ -76,14 +77,14 @@ class ValueUtils
     ** When you have a field, and a record - call this method to get a string or
     ** element back to display the field's value.
     *******************************************************************************/
-   public static getDisplayValue(field: QFieldMetaData, record: QRecord, usage: "view" | "query" = "view", overrideFieldName?: string): string | JSX.Element | JSX.Element[]
+   public static getDisplayValue(field: QFieldMetaData, record: QRecord, usage: "view" | "query" = "view", overrideFieldName?: string, tableVariant?: QTableVariant): string | JSX.Element | JSX.Element[]
    {
       const fieldName = overrideFieldName ?? field.name;
 
       const displayValue = record.displayValues ? record.displayValues.get(fieldName) : undefined;
       const rawValue = record.values ? record.values.get(fieldName) : undefined;
 
-      return ValueUtils.getValueForDisplay(field, rawValue, displayValue, usage);
+      return ValueUtils.getValueForDisplay(field, rawValue, displayValue, usage, tableVariant, record, fieldName);
    }
 
 
@@ -91,14 +92,35 @@ class ValueUtils
     ** When you have a field and a value (either just a raw value, or a raw and
     ** display value), call this method to get a string Element to display.
     *******************************************************************************/
-   public static getValueForDisplay(field: QFieldMetaData, rawValue: any, displayValue: any = rawValue, usage: "view" | "query" = "view"): string | JSX.Element | JSX.Element[]
+   public static getValueForDisplay(field: QFieldMetaData, rawValue: any, displayValue: any = rawValue, usage: "view" | "query" = "view", tableVariant?: QTableVariant, record?: QRecord, fieldName?: string): string | JSX.Element | JSX.Element[]
    {
       if (field.hasAdornment(AdornmentType.LINK))
       {
          const adornment = field.getAdornment(AdornmentType.LINK);
-         let href = rawValue;
+         let href = String(rawValue);
+
+         let toRecordFromTable = adornment.getValue("toRecordFromTable");
+
+         /////////////////////////////////////////////////////////////////////////////////////
+         // if the link adornment has a 'toRecordFromTableDynamic', then look for a display //
+         // value named `fieldName`:toRecordFromTableDynamic for the table name.            //
+         /////////////////////////////////////////////////////////////////////////////////////
+         if(adornment.getValue("toRecordFromTableDynamic"))
+         {
+            const toRecordFromTableDynamic = record?.displayValues?.get(fieldName + ":toRecordFromTableDynamic");
+            if(toRecordFromTableDynamic)
+            {
+               toRecordFromTable = toRecordFromTableDynamic;
+            }
+            else
+            {
+               ///////////////////////////////////////////////////////////////////
+               // if the table name isn't known, then return w/o the adornment. //
+               ///////////////////////////////////////////////////////////////////
+               return (ValueUtils.getUnadornedValueForDisplay(field, rawValue, displayValue));
+            }
+         }
 
-         const toRecordFromTable = adornment.getValue("toRecordFromTable");
          if (toRecordFromTable)
          {
             if (ValueUtils.getQInstance())
@@ -107,7 +129,7 @@ class ValueUtils
                if (!tablePath)
                {
                   console.log("Couldn't find path for table: " + toRecordFromTable);
-                  return (displayValue ?? rawValue);
+                  return (ValueUtils.getUnadornedValueForDisplay(field, rawValue, displayValue));
                }
 
                if (!tablePath.endsWith("/"))
@@ -199,12 +221,44 @@ class ValueUtils
 
       if (field.type == QFieldType.BLOB || field.hasAdornment(AdornmentType.FILE_DOWNLOAD))
       {
-         return (<BlobComponent field={field} url={rawValue} filename={displayValue} usage={usage} />);
+         let url = rawValue;
+         if(tableVariant)
+         {
+            url += "?tableVariant=" + encodeURIComponent(JSON.stringify(tableVariant));
+         }
+
+         //////////////////////////////////////////////////////////////////////////////
+         // if the field has the download adornment with a downloadUrlDynamic value, //
+         // then get the url from a displayValue of `fieldName`:downloadUrlDynamic.  //
+         //////////////////////////////////////////////////////////////////////////////
+         if(field.hasAdornment(AdornmentType.FILE_DOWNLOAD))
+         {
+            const adornment = field.getAdornment(AdornmentType.FILE_DOWNLOAD);
+            let downloadUrlDynamicAdornmentValue = adornment.getValue("downloadUrlDynamic");
+            if(downloadUrlDynamicAdornmentValue)
+            {
+               const downloadUrlDynamicValue = record?.displayValues?.get(fieldName + ":downloadUrlDynamic");
+               if (downloadUrlDynamicValue)
+               {
+                  url = downloadUrlDynamicValue;
+               }
+               else
+               {
+                  ////////////////////////////////////////////////////////////////
+                  // if the url isn't available, then return w/o the adornment. //
+                  ////////////////////////////////////////////////////////////////
+                  return (ValueUtils.getUnadornedValueForDisplay(field, rawValue, displayValue));
+               }
+            }
+         }
+
+         return (<BlobComponent field={field} url={url} filename={displayValue} usage={usage} />);
       }
 
       return (ValueUtils.getUnadornedValueForDisplay(field, rawValue, displayValue));
    }
 
+
    /*******************************************************************************
     ** After we know there's no element to be returned (e.g., because no adornment),
     ** this method does the string formatting.
@@ -213,7 +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)