CE-882 Update qqq-frontend-core to 1.0.97

also (unrelated) disable delete dialog's buttons while delete is running

.circleci/config.yml

@@ -2,12 +2,12 @@ version: 2.1
 
 orbs:
   node: circleci/node@5.1.0
-  browser-tools: circleci/browser-tools@1.4.6
+  browser-tools: circleci/browser-tools@1.4.7
 
 executors:
   java17:
     docker:
-      - image: 'cimg/openjdk:17.0'
+      - image: 'cimg/openjdk:17.0.9'
 
 commands:
   install_java17:
@@ -115,7 +115,7 @@ workflows:
           context: [ qqq-maven-registry-credentials, kingsrook-slack, build-qqq-sample-app ]
           filters:
             branches:
-              ignore: /main/
+              ignore: /(main|integration.*)/
             tags:
               ignore: /(version|snapshot)-.*/
   deploy:
@@ -124,7 +124,7 @@ workflows:
           context: [ qqq-maven-registry-credentials, kingsrook-slack, build-qqq-sample-app ]
           filters:
             branches:
-              only: /main/
+              only: /(main|integration.*)/
             tags:
               only: /(version|snapshot)-.*/
 

.eslintrc.json

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

package.json

@@ -6,13 +6,14 @@
       "@auth0/auth0-react": "1.10.2",
       "@emotion/react": "11.7.1",
       "@emotion/styled": "11.6.0",
-      "@kingsrook/qqq-frontend-core": "1.0.85",
+      "@kingsrook/qqq-frontend-core": "1.0.97",
       "@mui/icons-material": "5.4.1",
       "@mui/material": "5.11.1",
       "@mui/styles": "5.11.1",
       "@mui/system": "5.11.1",
       "@mui/x-data-grid": "5.17.23",
       "@mui/x-data-grid-pro": "5.17.23",
+      "@mui/x-date-pickers": "7.1.1",
       "@mui/x-license-pro": "5.12.3",
       "@react-jvectormap/core": "1.0.1",
       "@react-jvectormap/unitedstates": "1.0.1",
@@ -26,6 +27,7 @@
       "chroma-js": "2.4.2",
       "cmdk": "0.2.0",
       "datejs": "1.0.0-rc3",
+      "dayjs": "1.11.10",
       "downshift": "3.2.10",
       "faker": "5.5.3",
       "form-data": "4.0.0",
@@ -39,7 +41,10 @@
       "react-ace": "10.1.0",
       "react-chartjs-2": "3.0.4",
       "react-cookie": "4.1.1",
+      "react-dnd": "16.0.1",
+      "react-dnd-html5-backend": "16.0.1",
       "react-dom": "18.0.0",
+      "react-ga4": "2.1.0",
       "react-github-btn": "1.2.1",
       "react-google-drive-picker": "^1.2.0",
       "react-markdown": "9.0.1",

pom.xml

@@ -66,7 +66,7 @@
       <dependency>
          <groupId>com.kingsrook.qqq</groupId>
          <artifactId>qqq-backend-core</artifactId>
-         <version>feature-CE-798-quick-filters-20240123.205854-1</version>
+         <version>0.20.0-20240308.165846-65</version>
       </dependency>
       <dependency>
          <groupId>org.slf4j</groupId>

src/App.tsx

@@ -33,12 +33,8 @@ import CssBaseline from "@mui/material/CssBaseline";
 import Icon from "@mui/material/Icon";
 import {ThemeProvider} from "@mui/material/styles";
 import {LicenseInfo} from "@mui/x-license-pro";
-import jwt_decode from "jwt-decode";
-import React, {JSXElementConstructor, Key, ReactElement, useEffect, useState,} from "react";
-import {useCookies} from "react-cookie";
-import {Navigate, Route, Routes, useLocation, useSearchParams,} from "react-router-dom";
-import {Md5} from "ts-md5/dist/md5";
 import CommandMenu from "CommandMenu";
+import jwt_decode from "jwt-decode";
 import QContext from "QContext";
 import Sidenav from "qqq/components/horseshoe/sidenav/SideNav";
 import theme from "qqq/components/legacy/Theme";
@@ -53,8 +49,13 @@ import EntityEdit from "qqq/pages/records/edit/RecordEdit";
 import RecordQuery from "qqq/pages/records/query/RecordQuery";
 import RecordDeveloperView from "qqq/pages/records/view/RecordDeveloperView";
 import RecordView from "qqq/pages/records/view/RecordView";
+import GoogleAnalyticsUtils, {AnalyticsModel} from "qqq/utils/GoogleAnalyticsUtils";
 import Client from "qqq/utils/qqq/Client";
 import ProcessUtils from "qqq/utils/qqq/ProcessUtils";
+import React, {JSXElementConstructor, Key, ReactElement, useEffect, useState,} from "react";
+import {useCookies} from "react-cookie";
+import {Navigate, Route, Routes, useLocation, useSearchParams,} from "react-router-dom";
+import {Md5} from "ts-md5/dist/md5";
 
 
 const qController = Client.getInstance();
@@ -79,7 +80,7 @@ export default function App()
    Client.setUnauthorizedCallback(() =>
    {
       logout();
-   })
+   });
 
    const shouldStoreNewToken = (newToken: string, oldToken: string): boolean =>
    {
@@ -104,7 +105,7 @@ export default function App()
          // if the old (local storage) token is expired, then we need to store the new one //
          ////////////////////////////////////////////////////////////////////////////////////
          const oldExp = oldJSON["exp"];
-         if(oldExp * 1000 < (new Date().getTime()))
+         if (oldExp * 1000 < (new Date().getTime()))
          {
             console.log("Access token in local storage was expired - so we should store a new one.");
             return (true);
@@ -114,21 +115,21 @@ export default function App()
          // remove the exp & iat values from what we compare - as they are always different from auth0 //
          // note, this is only deleting them from what we compare, not from what we'd store.           //
          ////////////////////////////////////////////////////////////////////////////////////////////////
-         delete newJSON["exp"]
-         delete newJSON["iat"]
-         delete oldJSON["exp"]
-         delete oldJSON["iat"]
+         delete newJSON["exp"];
+         delete newJSON["iat"];
+         delete oldJSON["exp"];
+         delete oldJSON["iat"];
 
          const different = JSON.stringify(newJSON) !== JSON.stringify(oldJSON);
-         if(different)
+         if (different)
          {
             console.log("Latest access token from auth0 has changed vs localStorage - so we should store a new one.");
          }
          return (different);
       }
-      catch(e)
+      catch (e)
       {
-         console.log("Caught in shouldStoreNewToken: " + e)
+         console.log("Caught in shouldStoreNewToken: " + e);
       }
 
       return (true);
@@ -160,7 +161,7 @@ export default function App()
                if (shouldStoreNewToken(accessToken, lsAccessToken))
                {
                   console.log("Sending accessToken to backend, requesting a sessionUUID...");
-                  const newSessionUuid = await qController.manageSession(accessToken, null);
+                  const {uuid: newSessionUuid, values} = await qController.manageSession(accessToken, null);
 
                   /////////////////////////////////////////////////////////////////////////////////////////////////////////////
                   // the request to the backend should send a header to set the cookie, so we don't need to do it ourselves. //
@@ -168,6 +169,7 @@ export default function App()
                   // setCookie(SESSION_UUID_COOKIE_NAME, newSessionUuid, {path: "/"});
 
                   localStorage.setItem("accessToken", accessToken);
+                  localStorage.setItem("sessionValues", JSON.stringify(values));
                   console.log("Got new sessionUUID from backend, and stored new accessToken");
                }
                else
@@ -185,7 +187,7 @@ export default function App()
             {
                console.log(`Error loading token: ${JSON.stringify(e)}`);
                qController.clearAuthenticationMetaDataLocalStorage();
-               localStorage.removeItem("accessToken")
+               localStorage.removeItem("accessToken");
                removeCookie(SESSION_UUID_COOKIE_NAME, {path: "/"});
                logout();
                return;
@@ -550,7 +552,7 @@ export default function App()
                });
             }
 
-            const pathToLabelMap: {[path: string]: string} = {}
+            const pathToLabelMap: { [path: string]: string } = {};
             for (let i = 0; i < appRoutesList.length; i++)
             {
                const route = appRoutesList[i];
@@ -575,11 +577,11 @@ export default function App()
             console.error(e);
             if (e instanceof QException)
             {
-               if ((e as QException).status === "401")
+               if ((e as QException).status === 401)
                {
                   console.log("Exception is a QException with status = 401.  Clearing some of localStorage & cookies");
                   qController.clearAuthenticationMetaDataLocalStorage();
-                  localStorage.removeItem("accessToken")
+                  localStorage.removeItem("accessToken");
                   removeCookie(SESSION_UUID_COOKIE_NAME, {path: "/"});
 
                   //////////////////////////////////////////////////////
@@ -656,12 +658,24 @@ export default function App()
 
    const [pageHeader, setPageHeader] = useState("" as string | JSX.Element);
    const [accentColor, setAccentColor] = useState("#0062FF");
-   const [accentColorLight, setAccentColorLight] = useState("#C0D6F7")
+   const [accentColorLight, setAccentColorLight] = useState("#C0D6F7");
    const [tableMetaData, setTableMetaData] = useState(null);
    const [tableProcesses, setTableProcesses] = useState(null);
    const [dotMenuOpen, setDotMenuOpen] = useState(false);
    const [keyboardHelpOpen, setKeyboardHelpOpen] = useState(false);
    const [helpHelpActive] = useState(queryParams.has("helpHelp"));
+   const [userId] = useState(user.email);
+
+   const [googleAnalyticsUtils] = useState(new GoogleAnalyticsUtils());
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function recordAnalytics(model: AnalyticsModel)
+   {
+      googleAnalyticsUtils.recordAnalytics(model)
+   }
+
 
    return (
 
@@ -675,6 +689,7 @@ export default function App()
             dotMenuOpen: dotMenuOpen,
             keyboardHelpOpen: keyboardHelpOpen,
             helpHelpActive: helpHelpActive,
+            userId: userId,
             setPageHeader: (header: string | JSX.Element) => setPageHeader(header),
             setAccentColor: (accentColor: string) => setAccentColor(accentColor),
             setAccentColorLight: (accentColorLight: string) => setAccentColorLight(accentColorLight),
@@ -682,6 +697,7 @@ export default function App()
             setTableProcesses: (tableProcesses: QProcessMetaData[]) => setTableProcesses(tableProcesses),
             setDotMenuOpen: (dotMenuOpent: boolean) => setDotMenuOpen(dotMenuOpent),
             setKeyboardHelpOpen: (keyboardHelpOpen: boolean) => setKeyboardHelpOpen(keyboardHelpOpen),
+            recordAnalytics: recordAnalytics,
             pathToLabelMap: pathToLabelMap,
             branding: branding
          }}>
@@ -707,4 +723,4 @@ export default function App()
          </QContext.Provider>
       )
    );
-}
+}

src/CommandMenu.tsx

@@ -36,7 +36,7 @@ import Icon from "@mui/material/Icon";
 import Typography from "@mui/material/Typography";
 import {makeStyles} from "@mui/styles";
 import {Command} from "cmdk";
-import React, {useContext, useEffect, useRef, useState} from "react";
+import React, {useContext, useEffect, useRef} from "react";
 import {useNavigate} from "react-router-dom";
 import QContext from "QContext";
 import HistoryUtils, {QHistoryEntry} from "qqq/utils/HistoryUtils";
@@ -174,7 +174,9 @@ const CommandMenu = ({metaData}: Props) =>
       })
       tableNames = tableNames.sort((a: string, b:string) =>
       {
-         return (metaData.tables.get(a).label.localeCompare(metaData.tables.get(b).label));
+         const labelA = metaData.tables.get(a).label ?? "";
+         const labelB = metaData.tables.get(b).label ?? "";
+         return (labelA.localeCompare(labelB));
       })
 
       const path = location.pathname;
@@ -222,7 +224,9 @@ const CommandMenu = ({metaData}: Props) =>
       })
       tableNames = tableNames.sort((a: string, b:string) =>
       {
-         return (metaData.tables.get(a).label.localeCompare(metaData.tables.get(b).label));
+         const labelA = metaData.tables.get(a).label ?? "";
+         const labelB = metaData.tables.get(b).label ?? "";
+         return (labelA.localeCompare(labelB));
       })
       return(
          <Command.Group heading="Tables">
@@ -252,7 +256,9 @@ const CommandMenu = ({metaData}: Props) =>
 
       appNames = appNames.sort((a: string, b:string) =>
       {
-         return (getFullAppLabel(metaData.appTree, a, 1, "").localeCompare(getFullAppLabel(metaData.appTree, b, 1, "")));
+         const labelA = getFullAppLabel(metaData.appTree, a, 1, "") ?? "";
+         const labelB = getFullAppLabel(metaData.appTree, b, 1, "") ?? "";
+         return (labelA.localeCompare(labelB));
       })
 
       return(
@@ -286,7 +292,9 @@ const CommandMenu = ({metaData}: Props) =>
 
       appNames = appNames.sort((a: string, b:string) =>
       {
-         return (metaData.apps.get(a).label.localeCompare(metaData.apps.get(b).label));
+         const labelA = metaData.apps.get(a).label ?? "";
+         const labelB = metaData.apps.get(b).label ?? "";
+         return (labelA.localeCompare(labelB));
       })
 
       const entryMap = new Map<string, boolean>();
@@ -354,8 +362,7 @@ const CommandMenu = ({metaData}: Props) =>
                   <Grid container columnSpacing={5} rowSpacing={1}>
                      <Grid item xs={6} className={classes.item}><span className={classes.keyboardKey}>n</span>Create a New Record</Grid>
                      <Grid item xs={6} className={classes.item}><span className={classes.keyboardKey}>r</span>Refresh the Query</Grid>
-                     <Grid item xs={6} className={classes.item}><span className={classes.keyboardKey}>c</span>Open the Columns Panel</Grid>
-                     <Grid item xs={6} className={classes.item}><span className={classes.keyboardKey}>f</span>Open the Filter Panel</Grid>
+                     <Grid item xs={6} className={classes.item}><span className={classes.keyboardKey}>f</span>Open the Filter Builder (Advanced mode only)</Grid>
                   </Grid>
 
                   <Typography variant="h6" pt={3}>Record View</Typography>

src/QContext.tsx

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

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

@@ -0,0 +1,153 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2023.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+package com.kingsrook.qqq.frontend.materialdashboard.model.metadata;
+
+
+import com.kingsrook.qqq.backend.core.model.metadata.layout.QAppMetaData;
+import com.kingsrook.qqq.backend.core.model.metadata.layout.QSupplementalAppMetaData;
+import com.kingsrook.qqq.backend.core.utils.CollectionUtils;
+
+
+/*******************************************************************************
+ ** app-level meta-data for this module (handled as QSupplementalTableMetaData)
+ *******************************************************************************/
+public class MaterialDashboardAppMetaData extends QSupplementalAppMetaData
+{
+   public static final String TYPE_NAME = "materialDashboard";
+
+   private Boolean showAppLabelOnHomeScreen = true;
+   private Boolean includeTableCountsOnHomeScreen = true;
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public static MaterialDashboardAppMetaData of(QAppMetaData app)
+   {
+      return ((MaterialDashboardAppMetaData) CollectionUtils.nonNullMap(app.getSupplementalMetaData()).get(TYPE_NAME));
+   }
+
+
+
+   /*******************************************************************************
+    ** either get the supplemental meta dat attached to an app - or create a new one
+    ** and attach it to the app, and return that.
+    *******************************************************************************/
+   public static MaterialDashboardAppMetaData ofOrWithNew(QAppMetaData app)
+   {
+      MaterialDashboardAppMetaData materialDashboardAppMetaData = of(app);
+
+      if(materialDashboardAppMetaData == null)
+      {
+         materialDashboardAppMetaData = new MaterialDashboardAppMetaData();
+         app.withSupplementalMetaData(materialDashboardAppMetaData);
+      }
+
+      return (materialDashboardAppMetaData);
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   @Override
+   public boolean includeInFullFrontendMetaData()
+   {
+      return (true);
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   @Override
+   public String getType()
+   {
+      return TYPE_NAME;
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for showAppLabelOnHomeScreen
+    *******************************************************************************/
+   public Boolean getShowAppLabelOnHomeScreen()
+   {
+      return (this.showAppLabelOnHomeScreen);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for showAppLabelOnHomeScreen
+    *******************************************************************************/
+   public void setShowAppLabelOnHomeScreen(Boolean showAppLabelOnHomeScreen)
+   {
+      this.showAppLabelOnHomeScreen = showAppLabelOnHomeScreen;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for showAppLabelOnHomeScreen
+    *******************************************************************************/
+   public MaterialDashboardAppMetaData withShowAppLabelOnHomeScreen(Boolean showAppLabelOnHomeScreen)
+   {
+      this.showAppLabelOnHomeScreen = showAppLabelOnHomeScreen;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for includeTableCountsOnHomeScreen
+    *******************************************************************************/
+   public Boolean getIncludeTableCountsOnHomeScreen()
+   {
+      return (this.includeTableCountsOnHomeScreen);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for includeTableCountsOnHomeScreen
+    *******************************************************************************/
+   public void setIncludeTableCountsOnHomeScreen(Boolean includeTableCountsOnHomeScreen)
+   {
+      this.includeTableCountsOnHomeScreen = includeTableCountsOnHomeScreen;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for includeTableCountsOnHomeScreen
+    *******************************************************************************/
+   public MaterialDashboardAppMetaData withIncludeTableCountsOnHomeScreen(Boolean includeTableCountsOnHomeScreen)
+   {
+      this.includeTableCountsOnHomeScreen = includeTableCountsOnHomeScreen;
+      return (this);
+   }
+
+}

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

@@ -28,4 +28,5 @@ package com.kingsrook.qqq.frontend.materialdashboard.model.metadata;
 public interface MaterialDashboardIconRoleNames
 {
    String TOP_RIGHT_INSIDE_CARD = "topRightInsideCard";
+   String TOP_LEFT_INSIDE_CARD = "topLeftInsideCard";
 }

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

@@ -22,6 +22,7 @@
 package com.kingsrook.qqq.frontend.materialdashboard.model.metadata;
 
 
+import java.util.ArrayList;
 import java.util.HashSet;
 import java.util.List;
 import java.util.Set;
@@ -30,6 +31,8 @@ import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
 import com.kingsrook.qqq.backend.core.model.metadata.tables.QSupplementalTableMetaData;
 import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
 import com.kingsrook.qqq.backend.core.utils.CollectionUtils;
+import com.kingsrook.qqq.backend.core.utils.StringUtils;
+import com.kingsrook.qqq.frontend.materialdashboard.model.metadata.fieldrules.FieldRule;
 
 
 /*******************************************************************************
@@ -37,8 +40,11 @@ import com.kingsrook.qqq.backend.core.utils.CollectionUtils;
  *******************************************************************************/
 public class MaterialDashboardTableMetaData extends QSupplementalTableMetaData
 {
+   public static final String TYPE = "materialDashboard";
+
    private List<List<String>> gotoFieldNames;
-   private List<String> defaultQuickFilterFieldNames;
+   private List<String>       defaultQuickFilterFieldNames;
+   private List<FieldRule>    fieldRules;
 
 
    /*******************************************************************************
@@ -58,10 +64,25 @@ public class MaterialDashboardTableMetaData extends QSupplementalTableMetaData
    @Override
    public String getType()
    {
-      return ("materialDashboard");
+      return (TYPE);
    }
 
 
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public static MaterialDashboardTableMetaData ofOrWithNew(QTableMetaData table)
+   {
+      MaterialDashboardTableMetaData supplementalMetaData = (MaterialDashboardTableMetaData) table.getSupplementalMetaData(TYPE);
+      if(supplementalMetaData == null)
+      {
+         supplementalMetaData = new MaterialDashboardTableMetaData();
+         table.withSupplementalMetaData(supplementalMetaData);
+      }
+
+      return (supplementalMetaData);
+   }
+
 
    /*******************************************************************************
     ** Getter for gotoFieldNames
@@ -110,6 +131,22 @@ public class MaterialDashboardTableMetaData extends QSupplementalTableMetaData
          validateListOfFieldNames(tableMetaData, gotoFieldNameSubList, qInstanceValidator, prefix + "gotoFieldNames: ");
       }
       validateListOfFieldNames(tableMetaData, defaultQuickFilterFieldNames, qInstanceValidator, prefix + "defaultQuickFilterFieldNames: ");
+
+      for(FieldRule fieldRule : CollectionUtils.nonNullList(fieldRules))
+      {
+         qInstanceValidator.assertCondition(fieldRule.getTrigger() != null, prefix + "has a fieldRule without a trigger");
+         qInstanceValidator.assertCondition(fieldRule.getAction() != null, prefix + "has a fieldRule without an action");
+
+         if(qInstanceValidator.assertCondition(StringUtils.hasContent(fieldRule.getSourceField()), prefix + "has a fieldRule without a sourceField"))
+         {
+            qInstanceValidator.assertNoException(() -> tableMetaData.getField(fieldRule.getSourceField()), prefix + "has a fieldRule with an unrecognized sourceField: " + fieldRule.getSourceField());
+         }
+
+         if(qInstanceValidator.assertCondition(StringUtils.hasContent(fieldRule.getTargetField()), prefix + "has a fieldRule without a targetField"))
+         {
+            qInstanceValidator.assertNoException(() -> tableMetaData.getField(fieldRule.getTargetField()), prefix + "has a fieldRule with an unrecognized targetField: " + fieldRule.getTargetField());
+         }
+      }
    }
 
 
@@ -124,7 +161,7 @@ public class MaterialDashboardTableMetaData extends QSupplementalTableMetaData
       {
          if(qInstanceValidator.assertNoException(() -> tableMetaData.getField(fieldName), prefix + " unrecognized field name: " + fieldName))
          {
-            qInstanceValidator.assertCondition(!usedNames.contains(fieldName), prefix + " has a duplicated field name: " + fieldName);
+            qInstanceValidator.assertCondition(!usedNames.contains(fieldName), prefix + "has a duplicated field name: " + fieldName);
             usedNames.add(fieldName);
          }
       }
@@ -161,4 +198,51 @@ public class MaterialDashboardTableMetaData extends QSupplementalTableMetaData
       return (this);
    }
 
+
+   /*******************************************************************************
+    ** Getter for fieldRules
+    *******************************************************************************/
+   public List<FieldRule> getFieldRules()
+   {
+      return (this.fieldRules);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for fieldRules
+    *******************************************************************************/
+   public void setFieldRules(List<FieldRule> fieldRules)
+   {
+      this.fieldRules = fieldRules;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for fieldRules
+    *******************************************************************************/
+   public MaterialDashboardTableMetaData withFieldRules(List<FieldRule> fieldRules)
+   {
+      this.fieldRules = fieldRules;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for fieldRules
+    *******************************************************************************/
+   public MaterialDashboardTableMetaData withFieldRule(FieldRule fieldRule)
+   {
+      if(this.fieldRules == null)
+      {
+         this.fieldRules = new ArrayList<>();
+      }
+
+      this.fieldRules.add(fieldRule);
+
+      return (this);
+   }
+
 }

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

@@ -0,0 +1,165 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+package com.kingsrook.qqq.frontend.materialdashboard.model.metadata.fieldrules;
+
+
+import java.io.Serializable;
+
+
+/*******************************************************************************
+ ** definition of rules for how UI fields should behave.
+ **
+ ** e.g., one field being changed causing different things to be needed in another
+ ** field.
+ *******************************************************************************/
+public class FieldRule implements Serializable
+{
+   private FieldRuleTrigger trigger;
+   private String           sourceField;
+   private FieldRuleAction  action;
+   private String           targetField;
+
+
+
+   /*******************************************************************************
+    ** Getter for trigger
+    *******************************************************************************/
+   public FieldRuleTrigger getTrigger()
+   {
+      return (this.trigger);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for trigger
+    *******************************************************************************/
+   public void setTrigger(FieldRuleTrigger trigger)
+   {
+      this.trigger = trigger;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for trigger
+    *******************************************************************************/
+   public FieldRule withTrigger(FieldRuleTrigger trigger)
+   {
+      this.trigger = trigger;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for sourceField
+    *******************************************************************************/
+   public String getSourceField()
+   {
+      return (this.sourceField);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for sourceField
+    *******************************************************************************/
+   public void setSourceField(String sourceField)
+   {
+      this.sourceField = sourceField;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for sourceField
+    *******************************************************************************/
+   public FieldRule withSourceField(String sourceField)
+   {
+      this.sourceField = sourceField;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for action
+    *******************************************************************************/
+   public FieldRuleAction getAction()
+   {
+      return (this.action);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for action
+    *******************************************************************************/
+   public void setAction(FieldRuleAction action)
+   {
+      this.action = action;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for action
+    *******************************************************************************/
+   public FieldRule withAction(FieldRuleAction action)
+   {
+      this.action = action;
+      return (this);
+   }
+
+
+
+   /*******************************************************************************
+    ** Getter for targetField
+    *******************************************************************************/
+   public String getTargetField()
+   {
+      return (this.targetField);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for targetField
+    *******************************************************************************/
+   public void setTargetField(String targetField)
+   {
+      this.targetField = targetField;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for targetField
+    *******************************************************************************/
+   public FieldRule withTargetField(String targetField)
+   {
+      this.targetField = targetField;
+      return (this);
+   }
+
+}

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

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

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

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

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

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

src/qqq/components/audits/AuditBody.tsx

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

src/qqq/components/forms/DynamicFormUtils.ts

@@ -24,27 +24,38 @@ import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QF
 import {QFieldType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldType";
 import * as Yup from "yup";
 
+
+type DisabledFields = { [fieldName: string]: boolean } | string[];
+
 /*******************************************************************************
  ** Meta-data to represent a single field in a table.
  **
  *******************************************************************************/
 class DynamicFormUtils
 {
-   public static getFormData(qqqFormFields: QFieldMetaData[])
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public static getFormData(qqqFormFields: QFieldMetaData[], disabledFields?: DisabledFields)
    {
       const dynamicFormFields: any = {};
       const formValidations: any = {};
 
       qqqFormFields.forEach((field) =>
       {
-         dynamicFormFields[field.name] = this.getDynamicField(field);
-         formValidations[field.name] = this.getValidationForField(field);
+         dynamicFormFields[field.name] = this.getDynamicField(field, disabledFields);
+         formValidations[field.name] = this.getValidationForField(field, disabledFields);
       });
 
       return {dynamicFormFields, formValidations};
    }
 
-   public static getDynamicField(field: QFieldMetaData)
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public static getDynamicField(field: QFieldMetaData, disabledFields?: DisabledFields)
    {
       let fieldType: string;
       switch (field.type.toString())
@@ -85,15 +96,21 @@ class DynamicFormUtils
          }
       }
 
+      ////////////////////////////////////////////////////////////
+      // this feels right, but... might be cases where it isn't //
+      ////////////////////////////////////////////////////////////
+      const effectiveIsEditable = field.isEditable && !this.isFieldDynamicallyDisabled(field.name, disabledFields);
+      const effectivelyIsRequired = field.isRequired && effectiveIsEditable;
+
       let label = field.label ? field.label : field.name;
-      label += field.isRequired ? " *" : "";
+      label += effectivelyIsRequired ? " *" : "";
 
       return ({
          fieldMetaData: field,
          name: field.name,
          label: label,
-         isRequired: field.isRequired,
-         isEditable: field.isEditable,
+         isRequired: effectivelyIsRequired,
+         isEditable: effectiveIsEditable,
          type: fieldType,
          displayFormat: field.displayFormat,
          // todo invalidMsg: "Zipcode is not valid (e.g. 70000).",
@@ -101,11 +118,18 @@ class DynamicFormUtils
       });
    }
 
-   public static getValidationForField(field: QFieldMetaData)
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public static getValidationForField(field: QFieldMetaData, disabledFields?: DisabledFields)
    {
-      if (field.isRequired)
+      const effectiveIsEditable = field.isEditable && !this.isFieldDynamicallyDisabled(field.name, disabledFields);
+      const effectivelyIsRequired = field.isRequired && effectiveIsEditable;
+
+      if (effectivelyIsRequired)
       {
-         if(field.possibleValueSourceName)
+         if (field.possibleValueSourceName)
          {
             ////////////////////////////////////////////////////////////////////////////////////////////
             // the "nullable(true)" here doesn't mean that you're allowed to set the field to null... //
@@ -121,6 +145,10 @@ class DynamicFormUtils
       return (null);
    }
 
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
    public static addPossibleValueProps(dynamicFormFields: any, qFields: QFieldMetaData[], tableName: string, processName: string, displayValues: Map<string, string>)
    {
       for (let i = 0; i < qFields.length; i++)
@@ -159,6 +187,29 @@ class DynamicFormUtils
          }
       }
    }
+
+
+   /*******************************************************************************
+    ** private helper - check the disabled fields object (array or map), and return
+    ** true iff fieldName is in it.
+    *******************************************************************************/
+   private static isFieldDynamicallyDisabled(fieldName: string, disabledFields?: DisabledFields): boolean
+   {
+      if (!disabledFields)
+      {
+         return (false);
+      }
+
+      if (Array.isArray(disabledFields))
+      {
+         return (disabledFields.indexOf(fieldName) > -1)
+      }
+      else
+      {
+         return (disabledFields[fieldName]);
+      }
+   }
+
 }
 
 export default DynamicFormUtils;

src/qqq/components/forms/DynamicSelect.tsx

@@ -28,16 +28,17 @@ import Box from "@mui/material/Box";
 import Switch from "@mui/material/Switch";
 import TextField from "@mui/material/TextField";
 import {ErrorMessage, useFormikContext} from "formik";
-import React, {useEffect, useState} from "react";
 import colors from "qqq/assets/theme/base/colors";
 import MDTypography from "qqq/components/legacy/MDTypography";
 import Client from "qqq/utils/qqq/Client";
+import React, {useEffect, useState} from "react";
 
 interface Props
 {
    tableName?: string;
    processName?: string;
-   fieldName: string;
+   fieldName?: string;
+   possibleValueSourceName?: string;
    overrideId?: string;
    fieldLabel: string;
    inForm: boolean;
@@ -57,6 +58,8 @@ interface Props
 DynamicSelect.defaultProps = {
    tableName: null,
    processName: null,
+   fieldName: null,
+   possibleValueSourceName: null,
    inForm: true,
    initialValue: null,
    initialDisplayValue: null,
@@ -73,16 +76,78 @@ DynamicSelect.defaultProps = {
    },
 };
 
+const {inputBorderColor} = colors;
+
+
+export const getAutocompleteOutlinedStyle = (isDisabled: boolean) =>
+{
+   return ({
+      "& .MuiOutlinedInput-root": {
+         borderRadius: "0.75rem",
+      },
+      "& .MuiInputBase-root": {
+         padding: "0.5rem",
+         background: isDisabled ? "#f0f2f5!important" : "initial",
+      },
+      "& .MuiOutlinedInput-root .MuiAutocomplete-input": {
+         padding: "0",
+         fontSize: "1rem"
+      },
+      "& .Mui-disabled .MuiOutlinedInput-notchedOutline": {
+         borderColor: inputBorderColor
+      }
+   });
+}
+
+
 const qController = Client.getInstance();
 
-function DynamicSelect({tableName, processName, fieldName, overrideId, fieldLabel, inForm, initialValue, initialDisplayValue, initialValues, onChange, isEditable, isMultiple, bulkEditMode, bulkEditSwitchChangeHandler, otherValues, variant, initiallyOpen}: Props)
+function DynamicSelect({tableName, processName, fieldName, possibleValueSourceName, overrideId, fieldLabel, inForm, initialValue, initialDisplayValue, initialValues, onChange, isEditable, isMultiple, bulkEditMode, bulkEditSwitchChangeHandler, otherValues, variant, initiallyOpen}: Props)
 {
    const [open, setOpen] = useState(initiallyOpen);
    const [options, setOptions] = useState<readonly QPossibleValue[]>([]);
    const [searchTerm, setSearchTerm] = useState(null);
    const [firstRender, setFirstRender] = useState(true);
    const [otherValuesWhenResultsWereLoaded, setOtherValuesWhenResultsWereLoaded] = useState(JSON.stringify(Object.fromEntries((otherValues))))
-   const {inputBorderColor} = colors;
+
+   useEffect(() =>
+   {
+      if(tableName && processName)
+      {
+         console.log("DynamicSelect - you may not provide both a tableName and a processName")
+      }
+      if(tableName && !fieldName)
+      {
+         console.log("DynamicSelect - if you provide a tableName, you must also provide a fieldName");
+      }
+      if(processName && !fieldName)
+      {
+         console.log("DynamicSelect - if you provide a processName, you must also provide a fieldName");
+      }
+      if(fieldName && possibleValueSourceName)
+      {
+         console.log("DynamicSelect - if you provide a fieldName and a possibleValueSourceName, the possibleValueSourceName will be ignored");
+      }
+      if(!fieldName && !possibleValueSourceName)
+      {
+         console.log("DynamicSelect - you must provide either a fieldName (and a tableName or processName) or a possibleValueSourceName");
+      }
+      if(fieldName)
+      {
+         if(!tableName || !processName)
+         {
+            console.log("DynamicSelect - if you provide a fieldName, you must also provide a tableName or processName");
+         }
+      }
+      if(possibleValueSourceName)
+      {
+         if(tableName || processName)
+         {
+            console.log("DynamicSelect - if you provide a possibleValueSourceName, you should not also provide a tableName or processName");
+         }
+      }
+
+   }, [tableName, processName, fieldName, possibleValueSourceName]);
 
    ////////////////////////////////////////////////////////////////////////////////////////////////
    // default value - needs to be an array (from initialValues (array) prop) for multiple mode - //
@@ -133,7 +198,7 @@ function DynamicSelect({tableName, processName, fieldName, overrideId, fieldLabe
       (async () =>
       {
          // console.log(`doing a search with ${searchTerm}`);
-         const results: QPossibleValue[] = await qController.possibleValues(tableName, processName, fieldName, searchTerm ?? "", null, otherValues);
+         const results: QPossibleValue[] = await qController.possibleValues(tableName, processName, fieldName ?? possibleValueSourceName, searchTerm ?? "", null, otherValues);
 
          if(tableMetaData == null && tableName)
          {
@@ -166,7 +231,7 @@ function DynamicSelect({tableName, processName, fieldName, overrideId, fieldLabe
             setLoading(true);
             setOptions([]);
             console.log("Refreshing possible values...");
-            const results: QPossibleValue[] = await qController.possibleValues(tableName, processName, fieldName, searchTerm ?? "", null, otherValues);
+            const results: QPossibleValue[] = await qController.possibleValues(tableName, processName, fieldName ?? possibleValueSourceName, searchTerm ?? "", null, otherValues);
             setLoading(false);
             setOptions([ ...results ]);
             setOtherValuesWhenResultsWereLoaded(JSON.stringify(Object.fromEntries(otherValues)));
@@ -206,7 +271,7 @@ function DynamicSelect({tableName, processName, fieldName, overrideId, fieldLabe
             onChange(value ? new QPossibleValue(value) : null);
          }
       }
-      else if(setFieldValueRef)
+      else if(setFieldValueRef && fieldName)
       {
          setFieldValueRef(fieldName, value ? value.id : null);
       }
@@ -282,28 +347,13 @@ function DynamicSelect({tableName, processName, fieldName, overrideId, fieldLabe
    let autocompleteSX = {};
    if (variant == "outlined")
    {
-      autocompleteSX = {
-         "& .MuiOutlinedInput-root": {
-            borderRadius: "0.75rem",
-         },
-         "& .MuiInputBase-root": {
-            padding: "0.5rem",
-            background: isDisabled ? "#f0f2f5!important" : "initial",
-         },
-         "& .MuiOutlinedInput-root .MuiAutocomplete-input": {
-            padding: "0",
-            fontSize: "1rem"
-         },
-         "& .Mui-disabled .MuiOutlinedInput-notchedOutline": {
-            borderColor: inputBorderColor
-         }
-      }
+      autocompleteSX = getAutocompleteOutlinedStyle(isDisabled);
    }
 
    const autocomplete = (
       <Box>
          <Autocomplete
-            id={overrideId ?? fieldName}
+            id={overrideId ?? fieldName ?? possibleValueSourceName}
             sx={autocompleteSX}
             open={open}
             fullWidth
@@ -383,7 +433,7 @@ function DynamicSelect({tableName, processName, fieldName, overrideId, fieldLabe
             inForm &&
             <Box mt={0.75}>
                <MDTypography component="div" variant="caption" color="error" fontWeight="regular">
-                  {!isDisabled && <div className="fieldErrorMessage"><ErrorMessage name={fieldName} render={msg => <span data-field-error="true">{msg}</span>} /></div>}
+                  {!isDisabled && <div className="fieldErrorMessage"><ErrorMessage name={fieldName ?? possibleValueSourceName} render={msg => <span data-field-error="true">{msg}</span>} /></div>}
                </MDTypography>
             </Box>
          }

src/qqq/components/misc/FieldAutoComplete.tsx

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

src/qqq/components/misc/GotoRecordDialog.tsx

@@ -61,7 +61,7 @@ const qController = Client.getInstance();
 function hasGotoFieldNames(tableMetaData: QTableMetaData): boolean
 {
    const mdbMetaData = tableMetaData?.supplementalTableMetaData?.get("materialDashboard");
-   if(mdbMetaData && mdbMetaData.gotoFieldNames)
+   if (mdbMetaData && mdbMetaData.gotoFieldNames)
    {
       return (true);
    }
@@ -71,25 +71,25 @@ function hasGotoFieldNames(tableMetaData: QTableMetaData): boolean
 
 function GotoRecordDialog(props: Props): JSX.Element
 {
-   const fields: QFieldMetaData[] = []
+   const fields: QFieldMetaData[] = [];
 
    let pkey = props?.tableMetaData?.fields.get(props?.tableMetaData?.primaryKeyField);
    let addedPkey = false;
    const mdbMetaData = props?.tableMetaData?.supplementalTableMetaData?.get("materialDashboard");
-   if(mdbMetaData)
+   if (mdbMetaData)
    {
-      if(mdbMetaData.gotoFieldNames)
+      if (mdbMetaData.gotoFieldNames)
       {
-         for(let i = 0; i<mdbMetaData.gotoFieldNames.length; i++)
+         for (let i = 0; i < mdbMetaData.gotoFieldNames.length; i++)
          {
             // todo - multi-field keys!!
             let fieldName = mdbMetaData.gotoFieldNames[i][0];
             let field = props.tableMetaData.fields.get(fieldName);
-            if(field)
+            if (field)
             {
                fields.push(field);
 
-               if(field.name == pkey.name)
+               if (field.name == pkey.name)
                {
                   addedPkey = true;
                }
@@ -98,17 +98,17 @@ function GotoRecordDialog(props: Props): JSX.Element
       }
    }
 
-   if(pkey && !addedPkey)
+   if (pkey && !addedPkey)
    {
       fields.unshift(pkey);
    }
 
    const makeInitialValues = () =>
    {
-      const rs = {} as {[field: string]: string};
+      const rs = {} as { [field: string]: string };
       fields.forEach((field) => rs[field.name] = "");
       return (rs);
-   }
+   };
 
    const [error, setError] = useState("");
    const [values, setValues] = useState(makeInitialValues());
@@ -118,49 +118,49 @@ function GotoRecordDialog(props: Props): JSX.Element
    {
       values[fieldName] = newValue;
       setValues(JSON.parse(JSON.stringify(values)));
-   }
+   };
 
    const close = () =>
    {
       setError("");
       setValues(makeInitialValues());
       props.closeHandler();
-   }
+   };
 
    const keyPressed = (e: React.KeyboardEvent<HTMLDivElement>) =>
    {
       // @ts-ignore
       const targetId: string = e.target?.id;
 
-      if(e.key == "Esc")
+      if (e.key == "Esc")
       {
-         if(props.mayClose)
+         if (props.mayClose)
          {
             close();
          }
       }
-      else if(e.key == "Enter" && targetId?.startsWith("gotoInput-"))
+      else if (e.key == "Enter" && targetId?.startsWith("gotoInput-"))
       {
          const index = targetId?.replaceAll("gotoInput-", "");
          document.getElementById("gotoButton-" + index).click();
       }
-   }
+   };
 
    const closeRequested = () =>
    {
-      if(props.mayClose)
+      if (props.mayClose)
       {
          close();
       }
-   }
+   };
 
    const goClicked = async (fieldName: string) =>
    {
       setError("");
-      const filter = new QQueryFilter([new QFilterCriteria(fieldName, QCriteriaOperator.EQUALS, [values[fieldName]])], null, "AND", null, 10);
+      const filter = new QQueryFilter([new QFilterCriteria(fieldName, QCriteriaOperator.EQUALS, [values[fieldName]])], null, null, "AND", null, 10);
       try
       {
-         const queryResult = await qController.query(props.tableMetaData.name, filter, null, props.tableVariant)
+         const queryResult = await qController.query(props.tableMetaData.name, filter, null, props.tableVariant);
          if (queryResult.length == 0)
          {
             setError("Record not found.");
@@ -177,19 +177,19 @@ function GotoRecordDialog(props: Props): JSX.Element
             setTimeout(() => setError(""), 3000);
          }
       }
-      catch(e)
+      catch (e)
       {
          // @ts-ignore
          setError(`Error: ${(e && e.message) ? e.message : e}`);
          setTimeout(() => setError(""), 6000);
       }
-   }
+   };
 
-   if(props.tableMetaData)
+   if (props.tableMetaData)
    {
       if (fields.length == 0 && !error)
       {
-         setError("This table is not configured for this feature.")
+         setError("This table is not configured for this feature.");
       }
    }
 
@@ -244,7 +244,7 @@ function GotoRecordDialog(props: Props): JSX.Element
                : <Box>&nbsp;</Box>
          }
       </Dialog>
-   )
+   );
 }
 
 interface GotoRecordButtonProps
@@ -266,7 +266,7 @@ GotoRecordButton.defaultProps = {
 
 export function GotoRecordButton(props: GotoRecordButtonProps): JSX.Element
 {
-   const [gotoIsOpen, setGotoIsOpen] = useState(props.autoOpen)
+   const [gotoIsOpen, setGotoIsOpen] = useState(props.autoOpen);
 
    function openGoto()
    {
@@ -282,7 +282,7 @@ export function GotoRecordButton(props: GotoRecordButtonProps): JSX.Element
    return (
       <React.Fragment>
          {
-            props.buttonVisible && hasGotoFieldNames(props.tableMetaData) && <Button onClick={openGoto} >Go To...</Button>
+            props.buttonVisible && hasGotoFieldNames(props.tableMetaData) && <Button onClick={openGoto}>Go To...</Button>
          }
          <GotoRecordDialog metaData={props.metaData} tableMetaData={props.tableMetaData} tableVariant={props.tableVariant} isOpen={gotoIsOpen} closeHandler={closeGoto} mayClose={props.mayClose} subHeader={props.subHeader} />
       </React.Fragment>

src/qqq/components/misc/HelpContent.tsx

@@ -28,7 +28,7 @@ import QContext from "QContext";
 
 interface Props
 {
-   helpContents: QHelpContent[];
+   helpContents: null | QHelpContent | QHelpContent[];
    roles: string[];
    heading?: string;
    helpContentKey?: string;
@@ -93,9 +93,27 @@ const getMatchingHelpContent = (helpContents: QHelpContent[], roles: string[]):
 /*******************************************************************************
  ** test if a list of help contents would find any matches from a list of roles.
  *******************************************************************************/
-export const hasHelpContent = (helpContents: QHelpContent[], roles: string[]) =>
+export const hasHelpContent = (helpContents: null | QHelpContent | QHelpContent[], roles: string[]) =>
 {
-   return getMatchingHelpContent(helpContents, roles) != null;
+   return getMatchingHelpContent(nullOrSingletonOrArrayToArray(helpContents), roles) != null;
+}
+
+
+/*******************************************************************************
+ **
+ *******************************************************************************/
+const nullOrSingletonOrArrayToArray = (helpContents: null | QHelpContent | QHelpContent[]): QHelpContent[] =>
+{
+   let array: QHelpContent[] = [];
+   if(Array.isArray(helpContents))
+   {
+      array = helpContents;
+   }
+   else if(helpContents != null)
+   {
+      array.push(helpContents);
+   }
+   return (array);
 }
 
 
@@ -106,7 +124,8 @@ export const hasHelpContent = (helpContents: QHelpContent[], roles: string[]) =>
 function HelpContent({helpContents, roles, heading, helpContentKey}: Props): JSX.Element
 {
    const {helpHelpActive} = useContext(QContext);
-   let selectedHelpContent = getMatchingHelpContent(helpContents, roles);
+   const helpContentsArray = nullOrSingletonOrArrayToArray(helpContents);
+   let selectedHelpContent = getMatchingHelpContent(helpContentsArray, roles);
 
    let content = null;
    if (helpHelpActive)

src/qqq/components/misc/SavedViews.tsx

@@ -25,7 +25,7 @@ import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QT
 import {QJobComplete} from "@kingsrook/qqq-frontend-core/lib/model/processes/QJobComplete";
 import {QJobError} from "@kingsrook/qqq-frontend-core/lib/model/processes/QJobError";
 import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
-import {Alert, Button, Link} from "@mui/material";
+import {Alert, Button} from "@mui/material";
 import Box from "@mui/material/Box";
 import Dialog from "@mui/material/Dialog";
 import DialogActions from "@mui/material/DialogActions";
@@ -40,14 +40,15 @@ import TextField from "@mui/material/TextField";
 import Tooltip from "@mui/material/Tooltip";
 import {TooltipProps} from "@mui/material/Tooltip/Tooltip";
 import FormData from "form-data";
-import React, {useContext, useEffect, useRef, useState} from "react";
-import {useLocation, useNavigate} from "react-router-dom";
 import QContext from "QContext";
 import colors from "qqq/assets/theme/base/colors";
 import {QCancelButton, QDeleteButton, QSaveButton} from "qqq/components/buttons/DefaultButtons";
 import RecordQueryView from "qqq/models/query/RecordQueryView";
+import {QueryScreenUsage} from "qqq/pages/records/query/RecordQuery";
 import FilterUtils from "qqq/utils/qqq/FilterUtils";
 import {SavedViewUtils} from "qqq/utils/qqq/SavedViewUtils";
+import React, {useContext, useEffect, useRef, useState} from "react";
+import {useLocation, useNavigate} from "react-router-dom";
 
 interface Props
 {
@@ -60,9 +61,10 @@ interface Props
    viewAsJson?: string;
    viewOnChangeCallback?: (selectedSavedViewId: number) => void;
    loadingSavedView: boolean
+   queryScreenUsage: QueryScreenUsage;
 }
 
-function SavedViews({qController, metaData, tableMetaData, currentSavedView, tableDefaultView, view, viewAsJson, viewOnChangeCallback, loadingSavedView}: Props): JSX.Element
+function SavedViews({qController, metaData, tableMetaData, currentSavedView, tableDefaultView, view, viewAsJson, viewOnChangeCallback, loadingSavedView, queryScreenUsage}: Props): JSX.Element
 {
    const navigate = useNavigate();
 
@@ -87,10 +89,18 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
    const RENAME_OPTION = "Rename...";
    const DELETE_OPTION = "Delete...";
    const CLEAR_OPTION = "New View";
-   const dropdownOptions = [DUPLICATE_OPTION, RENAME_OPTION, DELETE_OPTION, CLEAR_OPTION];
+   const NEW_REPORT_OPTION = "Create Report from Current View";
 
    const {accentColor, accentColorLight} = useContext(QContext);
 
+   /////////////////////////////////////////////////////////////////////////////////////////
+   // this component is used by <RecordQuery> - but that component has different usages - //
+   // e.g., the full-fledged query screen, but also, within other screens (e.g., a modal  //
+   // under the ReportSetupWidget).  So, there are some behaviors we only want when we're //
+   // on the full-fledged query screen, such as changing the URL with saved view ids.     //
+   /////////////////////////////////////////////////////////////////////////////////////////
+   const isQueryScreen = queryScreenUsage == "queryScreen";
+
    const openSavedViewsMenu = (event: any) => setSavedViewsMenu(event.currentTarget);
    const closeSavedViewsMenu = () => setSavedViewsMenu(null);
 
@@ -142,7 +152,10 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
       setSaveFilterPopupOpen(false);
       closeSavedViewsMenu();
       viewOnChangeCallback(record.values.get("id"));
-      navigate(`${metaData.getTablePathByName(tableMetaData.name)}/savedView/${record.values.get("id")}`);
+      if(isQueryScreen)
+      {
+         navigate(`${metaData.getTablePathByName(tableMetaData.name)}/savedView/${record.values.get("id")}`);
+      }
    };
 
 
@@ -175,7 +188,10 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
          case CLEAR_OPTION:
             setSaveFilterPopupOpen(false)
             viewOnChangeCallback(null);
-            navigate(metaData.getTablePathByName(tableMetaData.name));
+            if(isQueryScreen)
+            {
+               navigate(metaData.getTablePathByName(tableMetaData.name));
+            }
             break;
          case RENAME_OPTION:
             if(currentSavedView != null)
@@ -187,10 +203,30 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
          case DELETE_OPTION:
             setIsDeleteFilter(true)
             break;
+         case NEW_REPORT_OPTION:
+            createNewReport();
+            break;
       }
    }
 
 
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function createNewReport()
+   {
+      const defaultValues: {[key: string]: any} = {};
+      defaultValues.tableName = tableMetaData.name;
+
+      let filterForBackend = JSON.parse(JSON.stringify(view.queryFilter));
+      filterForBackend  = FilterUtils.prepQueryFilterForBackend(tableMetaData, filterForBackend);
+
+      defaultValues.queryFilterJson = JSON.stringify(filterForBackend);
+      defaultValues.columnsJson = JSON.stringify(view.queryColumns);
+      navigate(`${metaData.getTablePathByName("savedReport")}/create#defaultValues=${encodeURIComponent(JSON.stringify(defaultValues))}`);
+   }
+
+
 
    /*******************************************************************************
     ** fired when save or delete button saved on confirmation dialogs
@@ -227,6 +263,12 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
             /////////////////////////////////////////////////////////////////////////////////////////////////
             const viewObject = JSON.parse(JSON.stringify(view));
             viewObject.queryFilter = JSON.parse(JSON.stringify(FilterUtils.convertFilterPossibleValuesToIds(viewObject.queryFilter)));
+
+            ////////////////////////////////////////////////////////////////////////////
+            // strip away incomplete filters too, just for cleaner saved view filters //
+            ////////////////////////////////////////////////////////////////////////////
+            FilterUtils.stripAwayIncompleteCriteria(viewObject.queryFilter)
+
             formData.append("viewJson", JSON.stringify(viewObject));
 
             if (isSaveFilterAs || isRenameFilter || currentSavedView == null)
@@ -370,6 +412,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
    const hasStorePermission = metaData?.processes.has("storeSavedView");
    const hasDeletePermission = metaData?.processes.has("deleteSavedView");
    const hasQueryPermission = metaData?.processes.has("querySavedView");
+   const hasSavedReportsPermission = metaData?.tables.has("savedReport");
 
    const tooltipMaxWidth = (maxWidth: string) =>
    {
@@ -392,11 +435,14 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
          open={Boolean(savedViewsMenu)}
          onClose={closeSavedViewsMenu}
          keepMounted
-         PaperProps={{style: {maxHeight: "calc(100vh - 200px)", minHeight: "200px"}}}
+         PaperProps={{style: {maxHeight: "calc(100vh - 200px)", minWidth: "300px"}}}
       >
-         <MenuItem sx={{width: "300px"}} disabled style={{"opacity": "initial"}}><b>View Actions</b></MenuItem>
          {
-            hasStorePermission &&
+            isQueryScreen &&
+            <MenuItem sx={{width: "300px"}} disabled style={{"opacity": "initial"}}><b>View Actions</b></MenuItem>
+         }
+         {
+            isQueryScreen && hasStorePermission &&
             <Tooltip {...menuTooltipAttribs} title={<>Save your current filters, columns and settings, for quick re-use at a later time.<br /><br />You will be prompted to enter a name if you choose this option.</>}>
                <MenuItem onClick={() => handleDropdownOptionClick(SAVE_OPTION)}>
                   <ListItemIcon><Icon>save</Icon></ListItemIcon>
@@ -405,7 +451,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
             </Tooltip>
          }
          {
-            hasStorePermission && currentSavedView != null &&
+            isQueryScreen && hasStorePermission && currentSavedView != null &&
             <Tooltip {...menuTooltipAttribs} title="Change the name for this saved view.">
                <MenuItem disabled={currentSavedView === null} onClick={() => handleDropdownOptionClick(RENAME_OPTION)}>
                   <ListItemIcon><Icon>edit</Icon></ListItemIcon>
@@ -414,7 +460,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
             </Tooltip>
          }
          {
-            hasStorePermission && currentSavedView != null &&
+            isQueryScreen && hasStorePermission && currentSavedView != null &&
             <Tooltip {...menuTooltipAttribs} title="Save a new copy this view, with a different name, separate from the original.">
                <MenuItem disabled={currentSavedView === null} onClick={() => handleDropdownOptionClick(DUPLICATE_OPTION)}>
                   <ListItemIcon><Icon>content_copy</Icon></ListItemIcon>
@@ -423,7 +469,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
             </Tooltip>
          }
          {
-            hasStorePermission && currentSavedView != null &&
+            isQueryScreen && hasDeletePermission && currentSavedView != null &&
             <Tooltip {...menuTooltipAttribs} title="Delete this saved view.">
                <MenuItem disabled={currentSavedView === null} onClick={() => handleDropdownOptionClick(DELETE_OPTION)}>
                   <ListItemIcon><Icon>delete</Icon></ListItemIcon>
@@ -432,6 +478,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
             </Tooltip>
          }
          {
+            isQueryScreen &&
             <Tooltip {...menuTooltipAttribs} title="Create a new view of this table, resetting the filters and columns to their defaults.">
                <MenuItem onClick={() => handleDropdownOptionClick(CLEAR_OPTION)}>
                   <ListItemIcon><Icon>monitor</Icon></ListItemIcon>
@@ -439,7 +486,18 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
                </MenuItem>
             </Tooltip>
          }
-         <Divider/>
+         {
+            isQueryScreen && hasSavedReportsPermission &&
+            <Tooltip {...menuTooltipAttribs} title="Create a new Saved Report using your current view of this table as a starting point.">
+               <MenuItem onClick={() => handleDropdownOptionClick(NEW_REPORT_OPTION)}>
+                  <ListItemIcon><Icon>article</Icon></ListItemIcon>
+                  Create Report from Current View
+               </MenuItem>
+            </Tooltip>
+         }
+         {
+            isQueryScreen && <Divider/>
+         }
          <MenuItem disabled style={{"opacity": "initial"}}><b>Your Saved Views</b></MenuItem>
          {
             savedViews && savedViews.length > 0 ? (
@@ -449,7 +507,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
                   </MenuItem>
                )
             ): (
-               <MenuItem>
+               <MenuItem disabled sx={{opacity: "1 !important"}}>
                   <i>You do not have any saved views for this table.</i>
                </MenuItem>
             )
@@ -548,25 +606,29 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
                <Box pl={2} pr={2} sx={{display: "flex", alignItems: "center"}}>
                   {
                      !currentSavedView && viewIsModified && <>
-                        <Tooltip {...tooltipMaxWidth("24rem")} sx={{cursor: "pointer"}} title={<>
-                           <b>Unsaved Changes</b>
-                           <ul style={{padding: "0.5rem 1rem"}}>
-                              {
-                                 viewDiffs.map((s: string, i: number) => <li key={i}>{s}</li>)
-                              }
-                           </ul>
-                        </>}>
-                           <Button disableRipple={true} sx={linkButtonStyle} onClick={() => handleDropdownOptionClick(SAVE_OPTION)}>Save View As&hellip;</Button>
-                        </Tooltip>
+                        {
+                           isQueryScreen && <>
+                              <Tooltip {...tooltipMaxWidth("24rem")} sx={{cursor: "pointer"}} title={<>
+                                 <b>Unsaved Changes</b>
+                                 <ul style={{padding: "0.5rem 1rem"}}>
+                                    {
+                                       viewDiffs.map((s: string, i: number) => <li key={i}>{s}</li>)
+                                    }
+                                 </ul>
+                              </>}>
+                                 <Button disableRipple={true} sx={linkButtonStyle} onClick={() => handleDropdownOptionClick(SAVE_OPTION)}>Save View As&hellip;</Button>
+                              </Tooltip>
 
-                        {/* vertical rule */}
-                        <Box display="inline-block" borderLeft={`1px solid ${colors.grayLines.main}`} height="1rem" width="1px" position="relative" />
+                              {/* vertical rule */}
+                              <Box display="inline-block" borderLeft={`1px solid ${colors.grayLines.main}`} height="1rem" width="1px" position="relative" />
+                           </>
+                        }
 
                         <Button disableRipple={true} sx={{color: colors.gray.main, ... linkButtonStyle}} onClick={() => handleDropdownOptionClick(CLEAR_OPTION)}>Reset All Changes</Button>
                      </>
                   }
                   {
-                     currentSavedView && viewIsModified && <>
+                     isQueryScreen && currentSavedView && viewIsModified && <>
                         <Tooltip {...tooltipMaxWidth("24rem")} sx={{cursor: "pointer"}} title={<>
                            <b>Unsaved Changes</b>
                            <ul style={{padding: "0.5rem 1rem"}}>
@@ -585,6 +647,34 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
                         <Button disableRipple={true} sx={{color: colors.gray.main, ... linkButtonStyle}} onClick={() => handleSavedViewRecordOnClick(currentSavedView)}>Reset All Changes</Button>
                      </>
                   }
+                  {
+                     !isQueryScreen && currentSavedView &&
+                     <Box>
+                        <Box display="inline-block" fontSize="0.875rem" fontWeight="500" sx={{position: "relative", top: "-1px"}}>
+                           {currentSavedView.values.get("label")}
+                        </Box>
+
+                        {
+                           viewIsModified &&
+                           <>
+                              <Tooltip {...tooltipMaxWidth("24rem")} sx={{cursor: "pointer"}} title={<>
+                                 <b>Changes</b>
+                                 <ul style={{padding: "0.5rem 1rem"}}>
+                                    {
+                                       viewDiffs.map((s: string, i: number) => <li key={i}>{s}</li>)
+                                    }
+                                 </ul></>}>
+                                 <Box display="inline" ml="0.25rem" mr="0.25rem" sx={{...linkButtonStyle, p: 0, cursor: "default", position: "relative", top: "-1px"}}>with {viewDiffs.length} Change{viewDiffs.length == 1 ? "" : "s"}</Box>
+                              </Tooltip>
+                              <Button disableRipple={true} sx={{color: colors.gray.main, ... linkButtonStyle}} onClick={() => handleSavedViewRecordOnClick(currentSavedView)}>Reset Changes</Button>
+                           </>
+                        }
+
+                        {/* vertical rule */}
+                        <Box display="inline-block" ml="0.25rem" borderLeft={`1px solid ${colors.grayLines.main}`} height="1rem" width="1px" position="relative" />
+                        <Button disableRipple={true} sx={{color: colors.gray.main, ... linkButtonStyle}} onClick={() => handleDropdownOptionClick(CLEAR_OPTION)}>Reset to New View</Button>
+                     </Box>
+                  }
                </Box>
             </Box>
             {

src/qqq/components/query/AdvancedQueryPreview.tsx

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

src/qqq/components/query/BasicAndAdvancedQueryControls.tsx

@@ -29,7 +29,6 @@ import {QCriteriaOperator} from "@kingsrook/qqq-frontend-core/lib/model/query/QC
 import {QFilterCriteria} from "@kingsrook/qqq-frontend-core/lib/model/query/QFilterCriteria";
 import {QFilterOrderBy} from "@kingsrook/qqq-frontend-core/lib/model/query/QFilterOrderBy";
 import {QQueryFilter} from "@kingsrook/qqq-frontend-core/lib/model/query/QQueryFilter";
-import {Badge, ToggleButton, ToggleButtonGroup} from "@mui/material";
 import Box from "@mui/material/Box";
 import Button from "@mui/material/Button";
 import Dialog from "@mui/material/Dialog";
@@ -38,19 +37,23 @@ import DialogContent from "@mui/material/DialogContent";
 import DialogContentText from "@mui/material/DialogContentText";
 import DialogTitle from "@mui/material/DialogTitle";
 import Icon from "@mui/material/Icon";
+import ToggleButton from "@mui/material/ToggleButton";
+import ToggleButtonGroup from "@mui/material/ToggleButtonGroup";
 import Tooltip from "@mui/material/Tooltip";
 import {GridApiPro} from "@mui/x-data-grid-pro/models/gridApiPro";
-import React, {forwardRef, useContext, useImperativeHandle, useReducer, useState} from "react";
 import QContext from "QContext";
 import colors from "qqq/assets/theme/base/colors";
 import {QCancelButton, QSaveButton} from "qqq/components/buttons/DefaultButtons";
+import AdvancedQueryPreview from "qqq/components/query/AdvancedQueryPreview";
 import {QFilterCriteriaWithId} from "qqq/components/query/CustomFilterPanel";
 import FieldListMenu from "qqq/components/query/FieldListMenu";
 import {validateCriteria} from "qqq/components/query/FilterCriteriaRow";
 import QuickFilter, {quickFilterButtonStyles} from "qqq/components/query/QuickFilter";
 import XIcon from "qqq/components/query/XIcon";
+import {QueryScreenUsage} from "qqq/pages/records/query/RecordQuery";
 import FilterUtils from "qqq/utils/qqq/FilterUtils";
 import TableUtils from "qqq/utils/qqq/TableUtils";
+import React, {forwardRef, useContext, useImperativeHandle, useReducer, useState} from "react";
 
 interface BasicAndAdvancedQueryControlsProps
 {
@@ -74,12 +77,34 @@ interface BasicAndAdvancedQueryControlsProps
    /////////////////////////////////////////////////////////////////////////////////////////////
    queryFilterJSON: string;
 
+   queryScreenUsage: QueryScreenUsage;
+
    mode: string;
    setMode: (mode: string) => void;
 }
 
 let debounceTimeout: string | number | NodeJS.Timeout;
 
+
+/*******************************************************************************
+ ** function to generate an element that says how a filter is sorted.
+ *******************************************************************************/
+export function getCurrentSortIndicator(queryFilter: QQueryFilter, tableMetaData: QTableMetaData, toggleSortDirection: (event: React.MouseEvent<HTMLSpanElement, MouseEvent>) => void)
+{
+   if (queryFilter && queryFilter.orderBys && queryFilter.orderBys.length > 0)
+   {
+      const orderBy = queryFilter.orderBys[0];
+      const orderByFieldName = orderBy.fieldName;
+      const [field, fieldTable] = TableUtils.getFieldAndTable(tableMetaData, orderByFieldName);
+      const fieldLabel = fieldTable.name == tableMetaData.name ? field.label : `${fieldTable.label}: ${field.label}`;
+      return <>Sort: {fieldLabel} <Icon onClick={toggleSortDirection} sx={{ml: "0.5rem"}}>{orderBy.isAscending ? "arrow_upward" : "arrow_downward"}</Icon></>;
+   }
+   else
+   {
+      return <>Sort...</>;
+   }
+}
+
 /*******************************************************************************
  ** Component to provide the basic & advanced query-filter controls for the
  ** RecordQueryOrig screen.
@@ -89,14 +114,14 @@ let debounceTimeout: string | number | NodeJS.Timeout;
  *******************************************************************************/
 const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryControlsProps, ref) =>
 {
-   const {metaData, tableMetaData, savedViewsComponent, columnMenuComponent, quickFilterFieldNames, setQuickFilterFieldNames, setQueryFilter, queryFilter, gridApiRef, queryFilterJSON, mode, setMode} = props
+   const {metaData, tableMetaData, savedViewsComponent, columnMenuComponent, quickFilterFieldNames, setQuickFilterFieldNames, setQueryFilter, queryFilter, gridApiRef, queryFilterJSON, mode, setMode} = props;
 
    /////////////////////
    // state variables //
    /////////////////////
    const [defaultQuickFilterFieldNames, setDefaultQuickFilterFieldNames] = useState(getDefaultQuickFilterFieldNames(tableMetaData));
    const [defaultQuickFilterFieldNameMap, setDefaultQuickFilterFieldNameMap] = useState(Object.fromEntries(defaultQuickFilterFieldNames.map(k => [k, true])));
-   const [addQuickFilterMenu, setAddQuickFilterMenu] = useState(null)
+   const [addQuickFilterMenu, setAddQuickFilterMenu] = useState(null);
    const [addQuickFilterOpenCounter, setAddQuickFilterOpenCounter] = useState(0);
    const [showClearFiltersWarning, setShowClearFiltersWarning] = useState(false);
    const [mouseOverElement, setMouseOverElement] = useState(null as string);
@@ -104,6 +129,11 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
 
    const {accentColor} = useContext(QContext);
 
+   /////////////////////////////////////////////////
+   // temporary, until we implement sub-filtering //
+   /////////////////////////////////////////////////
+   const [isQueryTooComplex, setIsQueryTooComplex] = useState(false);
+
    //////////////////////////////////////////////////////////////////////////////////
    // make some functions available to our parent - so it can tell us to do things //
    //////////////////////////////////////////////////////////////////////////////////
@@ -122,7 +152,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
          {
             return (mode);
          }
-      }
+      };
    });
 
 
@@ -176,7 +206,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
       let foundIndex = null;
       for (let i = 0; i < queryFilter?.criteria?.length; i++)
       {
-         if(queryFilter.criteria[i].fieldName == newCriteria.fieldName)
+         if (queryFilter.criteria[i].fieldName == newCriteria.fieldName)
          {
             queryFilter.criteria[i] = newCriteria;
             found = true;
@@ -185,9 +215,9 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
          }
       }
 
-      if(doClearCriteria)
+      if (doClearCriteria)
       {
-         if(found)
+         if (found)
          {
             queryFilter.criteria.splice(foundIndex, 1);
             setQueryFilter(queryFilter);
@@ -195,9 +225,9 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
          return;
       }
 
-      if(!found)
+      if (!found)
       {
-         if(!queryFilter.criteria)
+         if (!queryFilter.criteria)
          {
             queryFilter.criteria = [];
          }
@@ -205,9 +235,9 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
          found = true;
       }
 
-      if(found)
+      if (found)
       {
-         clearTimeout(debounceTimeout)
+         clearTimeout(debounceTimeout);
          debounceTimeout = setTimeout(() =>
          {
             setQueryFilter(queryFilter);
@@ -227,17 +257,17 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
       const matches: QFilterCriteriaWithId[] = [];
       for (let i = 0; i < queryFilter?.criteria?.length; i++)
       {
-         if(queryFilter.criteria[i].fieldName == fieldName)
+         if (queryFilter.criteria[i].fieldName == fieldName)
          {
             matches.push(queryFilter.criteria[i] as QFilterCriteriaWithId);
          }
       }
 
-      if(matches.length == 0)
+      if (matches.length == 0)
       {
          return (null);
       }
-      else if(matches.length == 1)
+      else if (matches.length == 1)
       {
          return (matches[0]);
       }
@@ -254,8 +284,8 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
     *******************************************************************************/
    const handleRemoveQuickFilterField = (fieldName: string): void =>
    {
-      const index = quickFilterFieldNames.indexOf(fieldName)
-      if(index >= 0)
+      const index = quickFilterFieldNames.indexOf(fieldName);
+      if (index >= 0)
       {
          //////////////////////////////////////
          // remove this field from the query //
@@ -276,7 +306,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
    {
       setAddQuickFilterMenu(event.currentTarget);
       setAddQuickFilterOpenCounter(addQuickFilterOpenCounter + 1);
-   }
+   };
 
 
    /*******************************************************************************
@@ -285,7 +315,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
    const closeAddQuickFilterMenu = () =>
    {
       setAddQuickFilterMenu(null);
-   }
+   };
 
 
    /*******************************************************************************
@@ -306,7 +336,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
       const fieldName = newValue ? newValue.fieldName : null;
       if (fieldName)
       {
-         if(defaultQuickFilterFieldNameMap[fieldName])
+         if (defaultQuickFilterFieldNameMap[fieldName])
          {
             return;
          }
@@ -322,12 +352,12 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
             ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
             // only do this when user has added the field (e.g., not when adding it because of a selected view or filter-in-url) //
             ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
-            if(reason != "modeToggleClicked" && reason != "defaultFilterLoaded" && reason != "savedFilterSelected" && reason != "activatedView")
+            if (reason != "modeToggleClicked" && reason != "defaultFilterLoaded" && reason != "savedFilterSelected" && reason != "activatedView")
             {
                setTimeout(() => document.getElementById(`quickFilter.${fieldName}`)?.click(), 5);
             }
          }
-         else if(reason == "columnMenu")
+         else if (reason == "columnMenu")
          {
             //////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
             // if field was already on-screen, but user clicked an option from the columnMenu, then open the quick-filter field //
@@ -346,13 +376,13 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
    const handleFieldListMenuSelection = (field: QFieldMetaData, table: QTableMetaData): void =>
    {
       let fullFieldName = field.name;
-      if(table && table.name != tableMetaData.name)
+      if (table && table.name != tableMetaData.name)
       {
          fullFieldName = `${table.name}.${field.name}`;
       }
 
       addQuickFilterField({fieldName: fullFieldName}, "selectedFromAddFilterMenu");
-   }
+   };
 
 
    /*******************************************************************************
@@ -361,7 +391,10 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
     *******************************************************************************/
    const openFilterBuilder = (e: React.MouseEvent<HTMLAnchorElement> | React.MouseEvent<HTMLButtonElement>) =>
    {
-      gridApiRef.current.showFilterPanel();
+      if (!isQueryTooComplex)
+      {
+         gridApiRef.current.showFilterPanel();
+      }
    };
 
 
@@ -385,45 +418,6 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
    {
       queryFilter.criteria.splice(index, 1);
       setQueryFilter(queryFilter);
-   }
-
-
-   /*******************************************************************************
-    ** format the current query as a string for showing on-screen as a preview.
-    *******************************************************************************/
-   const queryToAdvancedString = () =>
-   {
-      if(queryFilter == null || !queryFilter.criteria)
-      {
-         return (<span></span>);
-      }
-
-      let counter = 0;
-
-      return (
-         <Box display="flex" flexWrap="wrap" fontSize="0.875rem">
-            {queryFilter.criteria.map((criteria, i) =>
-            {
-               const {criteriaIsValid} = validateCriteria(criteria, null);
-               if(criteriaIsValid)
-               {
-                  counter++;
-
-                  return (
-                     <span key={i} style={{marginBottom: "0.125rem"}} onMouseOver={() => handleMouseOverElement(`queryPreview-${i}`)} onMouseOut={() => handleMouseOutElement()}>
-                        {counter > 1 ? <span style={{marginLeft: "0.25rem", marginRight: "0.25rem"}}>{queryFilter.booleanOperator}&nbsp;</span> : <span/>}
-                        {FilterUtils.criteriaToHumanString(tableMetaData, criteria, true)}
-                        {mouseOverElement == `queryPreview-${i}` && <span className={`advancedQueryPreviewX-${counter - 1}`}><XIcon position="forAdvancedQueryPreview" onClick={() => removeCriteriaByIndex(i)} /></span>}
-                     </span>
-                  );
-               }
-               else
-               {
-                  return (<span />);
-               }
-            })}
-         </Box>
-      );
    };
 
 
@@ -434,7 +428,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
    {
       if (newValue)
       {
-         if(newValue == "basic")
+         if (newValue == "basic")
          {
             ////////////////////////////////////////////////////////////////////////////////
             // we're always allowed to go to advanced -                                   //
@@ -443,7 +437,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
             const {canFilterWorkAsBasic} = FilterUtils.canFilterWorkAsBasic(tableMetaData, queryFilter);
             if (!canFilterWorkAsBasic)
             {
-               console.log("Query cannot work as basic - so - not allowing toggle to basic.")
+               console.log("Query cannot work as basic - so - not allowing toggle to basic.");
                return;
             }
 
@@ -470,11 +464,16 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
     *******************************************************************************/
    const ensureAllFilterCriteriaAreActiveQuickFilters = (tableMetaData: QTableMetaData, queryFilter: QQueryFilter, reason: "modeToggleClicked" | "defaultFilterLoaded" | "savedFilterSelected" | string, newMode?: string) =>
    {
-      if(!tableMetaData || !queryFilter)
+      if (!tableMetaData || !queryFilter)
       {
          return;
       }
 
+      //////////////////////////////////////////////
+      // set a flag if the query is 'too complex' //
+      //////////////////////////////////////////////
+      setIsQueryTooComplex(queryFilter.subFilters?.length > 0);
+
       const {canFilterWorkAsBasic} = FilterUtils.canFilterWorkAsBasic(tableMetaData, queryFilter);
       if (!canFilterWorkAsBasic)
       {
@@ -485,7 +484,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
       }
 
       const modeToUse = newMode ?? mode;
-      if(modeToUse == "basic")
+      if (modeToUse == "basic")
       {
          for (let i = 0; i < queryFilter?.criteria?.length; i++)
          {
@@ -496,7 +495,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
             }
          }
       }
-   }
+   };
 
 
    /*******************************************************************************
@@ -508,13 +507,22 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
       for (let i = 0; i < queryFilter?.criteria?.length; i++)
       {
          const {criteriaIsValid} = validateCriteria(queryFilter.criteria[i], null);
-         if(criteriaIsValid)
+         if (criteriaIsValid)
          {
             count++;
          }
       }
+
+      /////////////////////////////////////////////////////////////
+      // recursively add any children filters to the total count //
+      /////////////////////////////////////////////////////////////
+      for (let i = 0; i < queryFilter.subFilters?.length; i++)
+      {
+         count += countValidCriteria(queryFilter.subFilters[i]);
+      }
+
       return count;
-   }
+   };
 
 
    /*******************************************************************************
@@ -523,11 +531,11 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
    const handleSetSort = (field: QFieldMetaData, table: QTableMetaData, isAscending: boolean = true): void =>
    {
       const fullFieldName = table && table.name != tableMetaData.name ? `${table.name}.${field.name}` : field.name;
-      queryFilter.orderBys = [new QFilterOrderBy(fullFieldName, isAscending)]
+      queryFilter.orderBys = [new QFilterOrderBy(fullFieldName, isAscending)];
 
       setQueryFilter(queryFilter);
       forceUpdate();
-   }
+   };
 
 
    /*******************************************************************************
@@ -542,11 +550,11 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
       ////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
       const isAscending = event.target.innerHTML == "arrow_upward";
       const isDescending = event.target.innerHTML == "arrow_downward";
-      if(isAscending || isDescending)
+      if (isAscending || isDescending)
       {
          handleSetSort(field, table, isAscending);
       }
-   }
+   };
 
 
    /*******************************************************************************
@@ -561,30 +569,22 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
          setQueryFilter(queryFilter);
          forceUpdate();
       }
-      catch(e)
+      catch (e)
       {
-         console.log(`Error toggling sort: ${e}`)
+         console.log(`Error toggling sort: ${e}`);
       }
    }
 
    /////////////////////////////////
    // set up the sort menu button //
    /////////////////////////////////
-   let sortButtonContents = <>Sort...</>
-   if(queryFilter && queryFilter.orderBys && queryFilter.orderBys.length > 0)
-   {
-      const orderBy = queryFilter.orderBys[0];
-      const orderByFieldName = orderBy.fieldName;
-      const [field, fieldTable] = TableUtils.getFieldAndTable(tableMetaData, orderByFieldName);
-      const fieldLabel = fieldTable.name == tableMetaData.name ? field.label : `${fieldTable.label}: ${field.label}`;
-      sortButtonContents =  <>Sort: {fieldLabel} <Icon onClick={toggleSortDirection} sx={{ml: "0.5rem"}}>{orderBy.isAscending ? "arrow_upward" : "arrow_downward"}</Icon></>
-   }
+   let sortButtonContents = getCurrentSortIndicator(queryFilter, tableMetaData, toggleSortDirection);
 
    ////////////////////////////////////////////////////////////////////////////////////////////////////////////
    // this is being used as a version of like forcing that we get re-rendered if the query filter changes... //
    ////////////////////////////////////////////////////////////////////////////////////////////////////////////
    const [lastIndex, setLastIndex] = useState(queryFilterJSON);
-   if(queryFilterJSON != lastIndex)
+   if (queryFilterJSON != lastIndex)
    {
       ensureAllFilterCriteriaAreActiveQuickFilters(tableMetaData, queryFilter, "defaultFilterLoaded");
       setLastIndex(queryFilterJSON);
@@ -594,16 +594,22 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
    // set some status flags based on current filter //
    ///////////////////////////////////////////////////
    const hasValidFilters = queryFilter && countValidCriteria(queryFilter) > 0;
-   const {canFilterWorkAsBasic, reasonsWhyItCannot} = FilterUtils.canFilterWorkAsBasic(tableMetaData, queryFilter);
+   const {canFilterWorkAsBasic, canFilterWorkAsAdvanced, reasonsWhyItCannot} = FilterUtils.canFilterWorkAsBasic(tableMetaData, queryFilter);
    let reasonWhyBasicIsDisabled = null;
-   if(reasonsWhyItCannot && reasonsWhyItCannot.length > 0)
+   if (canFilterWorkAsAdvanced && reasonsWhyItCannot && reasonsWhyItCannot.length > 0)
    {
       reasonWhyBasicIsDisabled = <>
          Your current Filter cannot be managed using Basic mode because:
          <ul style={{marginLeft: "1rem"}}>
             {reasonsWhyItCannot.map((reason, i) => <li key={i}>{reason}</li>)}
          </ul>
-      </>
+      </>;
+   }
+   if (isQueryTooComplex)
+   {
+      reasonWhyBasicIsDisabled = <>
+         Your current Filter is too complex to modify because it contains Sub-filters.
+      </>;
    }
 
    const borderGray = colors.grayLines.main;
@@ -731,20 +737,20 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
                               <Button
                                  className="filterBuilderButton"
                                  onClick={(e) => openFilterBuilder(e)}
-                                 {... filterBuilderMouseEvents}
+                                 {...filterBuilderMouseEvents}
                                  startIcon={<Icon>build</Icon>}
                                  sx={{borderRadius: "0.75rem", padding: "0.5rem", pl: "1rem", fontSize: "0.875rem", fontWeight: 500, border: `1px solid ${accentColor}`, textTransform: "none"}}
                               >
                                  Filter Builder
                                  {
                                     countValidCriteria(queryFilter) > 0 &&
-                                    <Box {... filterBuilderMouseEvents} sx={{backgroundColor: accentColor, marginLeft: "0.25rem", minWidth: "1rem", fontSize: "0.75rem"}} borderRadius="50%" color="#FFFFFF" position="relative" top="-2px" className="filterBuilderCountBadge">
-                                       {countValidCriteria(queryFilter) }
+                                    <Box {...filterBuilderMouseEvents} sx={{backgroundColor: accentColor, marginLeft: "0.25rem", minWidth: "1rem", fontSize: "0.75rem"}} borderRadius="50%" color="#FFFFFF" position="relative" top="-2px" className="filterBuilderCountBadge">
+                                       {countValidCriteria(queryFilter)}
                                     </Box>
                                  }
                               </Button>
                               {
-                                 hasValidFilters && mouseOverElement == "filterBuilderButton" && <span {... filterBuilderMouseEvents} className="filterBuilderXIcon"><XIcon shade="accent" position="default" onClick={() => setShowClearFiltersWarning(true)} /></span>
+                                 hasValidFilters && mouseOverElement == "filterBuilderButton" && <span {...filterBuilderMouseEvents} className="filterBuilderXIcon"><XIcon shade="accent" position="default" onClick={() => setShowClearFiltersWarning(true)} /></span>
                               }
                            </>
                         </Tooltip>
@@ -763,24 +769,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
                         {sortMenuComponent}
                      </Box>
                   </Box>
-                  <Box whiteSpace="nowrap" display="flex" flexShrink={1} flexGrow={1} alignItems="center">
-                     {
-                        <Box
-                           className="advancedQueryString"
-                           display="inline-block"
-                           borderTop={`1px solid ${borderGray}`}
-                           borderRadius="0 0 0.75rem 0.75rem"
-                           width="100%"
-                           sx={{fontSize: "1rem", background: "#FFFFFF"}}
-                           minHeight={"2.375rem"}
-                           p={"0.5rem"}
-                           pb={"0.125rem"}
-                           boxShadow={"inset 0px 0px 4px 2px #EFEFED"}
-                        >
-                           {queryToAdvancedString()}
-                        </Box>
-                     }
-                  </Box>
+                  <AdvancedQueryPreview tableMetaData={tableMetaData} queryFilter={queryFilter} isEditable={true} isQueryTooComplex={isQueryTooComplex} removeCriteriaByIndexCallback={removeCriteriaByIndex} />
                </Box>
             }
          </Box>

src/qqq/components/query/ExportMenuItem.tsx

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

src/qqq/components/query/FilterCriteriaRow.tsx

@@ -33,10 +33,10 @@ import MenuItem from "@mui/material/MenuItem";
 import Select, {SelectChangeEvent} from "@mui/material/Select/Select";
 import TextField from "@mui/material/TextField";
 import Tooltip from "@mui/material/Tooltip";
-import React, {ReactNode, SyntheticEvent, useState} from "react";
 import FieldAutoComplete from "qqq/components/misc/FieldAutoComplete";
 import FilterCriteriaRowValues from "qqq/components/query/FilterCriteriaRowValues";
 import FilterUtils from "qqq/utils/qqq/FilterUtils";
+import React, {ReactNode, SyntheticEvent, useState} from "react";
 
 
 export enum ValueMode
@@ -398,7 +398,7 @@ export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria,
             criteria.values = [];
          }
 
-         if(newValue.valueMode)
+         if(newValue.valueMode && !newValue.implicitValues)
          {
             const requiredValueCount = getValueModeRequiredCount(newValue.valueMode);
             if(requiredValueCount != null && criteria.values.length > requiredValueCount)
@@ -484,7 +484,9 @@ export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria,
                : <span />}
          </Box>
          <Box display="inline-block" width={250} className="fieldColumn">
-            <FieldAutoComplete id={`field-${id}`} metaData={metaData} tableMetaData={tableMetaData} defaultValue={defaultFieldValue} handleFieldChange={handleFieldChange} />
+            <FieldAutoComplete id={`field-${id}`} metaData={metaData} tableMetaData={tableMetaData} defaultValue={defaultFieldValue} handleFieldChange={handleFieldChange}
+               autocompleteSlotProps={{popper: {className: "filterCriteriaRowColumnPopper", style: {padding: 0, width: "250px"}}}}
+            />
          </Box>
          <Box display="inline-block" width={200} className="operatorColumn">
             <Tooltip title={criteria.fieldName == null ? "You must select a field before you can select an operator" : null} enterDelay={tooltipEnterDelay}>

src/qqq/components/query/FilterCriteriaRowValues.tsx

@@ -94,6 +94,24 @@ export const makeTextField = (field: QFieldMetaData, criteria: QFilterCriteriaWi
       document.getElementById(`${idPrefix}${criteria.id}`).focus();
    };
 
+
+
+   /*******************************************************************************
+    ** Event handler for key-down events - specifically added here, to stop pressing
+    ** 'tab' in a date or date-time from closing the quick-filter...
+    *******************************************************************************/
+   const handleKeyDown = (e: any) =>
+   {
+      if (field.type == QFieldType.DATE || field.type == QFieldType.DATE_TIME)
+      {
+         if(e.code == "Tab")
+         {
+            console.log("Tab on date or date-time - don't close me, just move to the next sub-field!...");
+            e.stopPropagation();
+         }
+      }
+   };
+
    const inputProps: any = {};
    inputProps.endAdornment = (
       <InputAdornment position="end">
@@ -110,6 +128,7 @@ export const makeTextField = (field: QFieldMetaData, criteria: QFilterCriteriaWi
       autoComplete="off"
       type={type}
       onChange={(event) => valueChangeHandler(event, valueIndex)}
+      onKeyDown={handleKeyDown}
       value={value}
       InputLabelProps={inputLabelProps}
       InputProps={inputProps}

src/qqq/components/query/QuickFilter.tsx

@@ -30,7 +30,7 @@ import Box from "@mui/material/Box";
 import Button from "@mui/material/Button";
 import Menu from "@mui/material/Menu";
 import TextField from "@mui/material/TextField";
-import React, {SyntheticEvent, useContext, useState} from "react";
+import React, {SyntheticEvent, useContext, useReducer, useState} from "react";
 import QContext from "QContext";
 import {QFilterCriteriaWithId} from "qqq/components/query/CustomFilterPanel";
 import {getDefaultCriteriaValue, getOperatorOptions, getValueModeRequiredCount, OperatorOption, validateCriteria} from "qqq/components/query/FilterCriteriaRow";
@@ -148,7 +148,10 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
    const [anchorEl, setAnchorEl] = useState(null);
    const [isMouseOver, setIsMouseOver] = useState(false);
 
-   const [criteria, setCriteria] = useState(criteriaParamIsCriteria(criteriaParam) ? criteriaParam as QFilterCriteriaWithId : null);
+   ////////////////////////////////////////////////////////////////////////////////////////////////////////
+   // copy the criteriaParam to a new object in here - so changes won't apply until user closes the menu //
+   ////////////////////////////////////////////////////////////////////////////////////////////////////////
+   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));
@@ -158,6 +161,11 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
 
    const {accentColor} = useContext(QContext);
 
+   //////////////////////
+   // ole' faithful... //
+   //////////////////////
+   const [, forceUpdate] = useReducer((x) => x + 1, 0);
+
 
    /*******************************************************************************
     **
@@ -182,15 +190,30 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
    //////////////////////////////////////////////////////////////////////////////////////////////////////////////
    if (criteriaParamIsCriteria(criteriaParam) && JSON.stringify(criteriaParam) !== JSON.stringify(criteria))
    {
-      const newCriteria = criteriaParam as QFilterCriteriaWithId;
-      setCriteria(newCriteria);
-      const operatorOption = operatorOptions.filter(o => o.value == newCriteria.operator)[0];
-      setOperatorSelectedValue(operatorOption);
-      setOperatorInputValue(operatorOption.label);
+      if(isOpen)
+      {
+         ////////////////////////////////////////////////////////////////////////////////
+         // this was firing too-often for case where:  there was a criteria originally //
+         ////////////////////////////////////////////////////////////////////////////////
+         console.log("Not handling outside change (A), because dropdown is-open");
+      }
+      else
+      {
+         ////////////////////////////////////////////////////////////////////////////////////////////////////////
+         // copy the criteriaParam to a new object in here - so changes won't apply until user closes the menu //
+         ////////////////////////////////////////////////////////////////////////////////////////////////////////
+         const newCriteria = Object.assign({}, criteriaParam) as QFilterCriteriaWithId;
+         setCriteria(newCriteria);
+         const operatorOption = operatorOptions.filter(o => o.value == newCriteria.operator)[0];
+         setOperatorSelectedValue(operatorOption);
+         setOperatorInputValue(operatorOption.label);
+      }
    }
 
    /*******************************************************************************
     ** Test if we need to construct a new criteria object
+    ** This is (at least for some cases) for when the criteria gets changed
+    ** from outside of this component - e.g., a reset on the query screen
     *******************************************************************************/
    const criteriaNeedsReset = (): boolean =>
    {
@@ -199,6 +222,16 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
          const defaultOperatorOption = operatorOptions.filter(o => o.value == defaultOperator)[0];
          if(criteria.operator !== defaultOperatorOption?.value || JSON.stringify(criteria.values) !== JSON.stringify(getDefaultCriteriaValue()))
          {
+            if(isOpen)
+            {
+               //////////////////////////////////////////////////////////////////////////////////
+               // this was firing too-often for case where:  there was no criteria originally, //
+               // so, by adding this is-open check, we eliminated those.                       //
+               //////////////////////////////////////////////////////////////////////////////////
+               console.log("Not handling outside change (B), because dropdown is-open");
+               return (false);
+            }
+
             return (true);
          }
       }
@@ -207,7 +240,7 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
    }
 
    /*******************************************************************************
-    ** Construct a new criteria object - resetting the values tied to the oprator
+    ** Construct a new criteria object - resetting the values tied to the operator
     ** autocomplete at the same time.
     *******************************************************************************/
    const makeNewCriteria = (): QFilterCriteria =>
@@ -241,6 +274,11 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
     *******************************************************************************/
    const closeMenu = () =>
    {
+      //////////////////////////////////////////////////////////////////////////////////
+      // when closing the menu, that's when we'll update the criteria from the caller //
+      //////////////////////////////////////////////////////////////////////////////////
+      updateCriteria(criteria, false, false);
+
       setIsOpen(false);
       setAnchorEl(null);
    };
@@ -271,7 +309,7 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
             criteria.values = [];
          }
 
-         if(newValue.valueMode)
+         if(newValue.valueMode && !newValue.implicitValues)
          {
             const requiredValueCount = getValueModeRequiredCount(newValue.valueMode);
             if(requiredValueCount != null && criteria.values.length > requiredValueCount)
@@ -286,7 +324,8 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
          setOperatorInputValue("");
       }
 
-      updateCriteria(criteria, false, false);
+      setCriteria(criteria);
+      forceUpdate();
    };
 
    /*******************************************************************************
@@ -320,7 +359,8 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
          criteria.values[valueIndex] = value;
       }
 
-      updateCriteria(criteria, true, false);
+      setCriteria(criteria);
+      forceUpdate();
    };
 
    /*******************************************************************************
@@ -400,16 +440,18 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
       buttonAdditionalStyles.color = "white !important";
       buttonClassName = "filterActive";
 
-      let valuesString = FilterUtils.getValuesString(fieldMetaData, criteria);
-      if(fieldMetaData.type == QFieldType.BOOLEAN)
+      let valuesString = FilterUtils.getValuesString(fieldMetaData, criteria, 1, "+N");
+
+      ///////////////////////////////////////////
+      // don't show the Equals or In operators //
+      ///////////////////////////////////////////
+      let operatorString = (<>{operatorSelectedValue.label}&nbsp;</>);
+      if(operatorSelectedValue.value == QCriteriaOperator.EQUALS || operatorSelectedValue.value == QCriteriaOperator.IN)
       {
-         //////////////////////////////////////////////////////////////////////////////////////////////////////////////////
-         // for booleans, in here, the operator-label is "equals yes" or "equals no", so we don't want the values string //
-         //////////////////////////////////////////////////////////////////////////////////////////////////////////////////
-         valuesString = "";
+         operatorString = (<></>)
       }
 
-      buttonContent = (<><span style={{fontWeight: 700}}>{buttonContent}:</span>&nbsp;<span style={{fontWeight: 400}}>{operatorSelectedValue.label}&nbsp;{valuesString}</span></>);
+      buttonContent = (<><span style={{fontWeight: 700}}>{buttonContent}:</span>&nbsp;<span style={{fontWeight: 400}}>{operatorString}{valuesString}</span></>);
    }
 
    const mouseEvents =
@@ -462,7 +504,7 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
    //////////////////////////////
    // return the button & menu //
    //////////////////////////////
-   const widthAndMaxWidth = 250
+   const widthAndMaxWidth = fieldMetaData?.type == QFieldType.DATE_TIME ? 275 : 250
    return (
       <>
          {button}
@@ -478,7 +520,12 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
                <Box display="inline-block" width={widthAndMaxWidth} maxWidth={widthAndMaxWidth} className="operatorColumn">
                   <Autocomplete
                      id={"criteriaOperator"}
-                     renderInput={(params) => (<TextField {...params} label={"Operator"} variant="standard" autoComplete="off" type="search" InputProps={{...params.InputProps}} />)}
+                     ////////////////////////////////////////////////////////////////////////////////////////////////////
+                     // ok, so, by default, if you type an 'o' as the first letter in the FilterCriteriaRowValues box, //
+                     // something is causing THIS element to become selected, if the first letter in its label is 'O'. //
+                     // ... work around is to put invisible &zwnj; entity as first character in label instead...       //
+                     ////////////////////////////////////////////////////////////////////////////////////////////////////
+                     renderInput={(params) => (<TextField {...params} label={<>&zwnj;Operator</>} variant="standard" autoComplete="off" type="search" InputProps={{...params.InputProps}} />)}
                      options={operatorOptions}
                      value={operatorSelectedValue as any}
                      inputValue={operatorInputValue}

src/qqq/components/sharing/ShareModal.tsx

@@ -0,0 +1,481 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+
+import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
+import {QJobComplete} from "@kingsrook/qqq-frontend-core/lib/model/processes/QJobComplete";
+import {QJobError} from "@kingsrook/qqq-frontend-core/lib/model/processes/QJobError";
+import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
+import {Alert} from "@mui/material";
+import Autocomplete from "@mui/material/Autocomplete";
+import Box from "@mui/material/Box";
+import Button from "@mui/material/Button";
+import Card from "@mui/material/Card";
+import Icon from "@mui/material/Icon";
+import Modal from "@mui/material/Modal";
+import TextField from "@mui/material/TextField";
+import Tooltip from "@mui/material/Tooltip/Tooltip";
+import Typography from "@mui/material/Typography";
+import FormData from "form-data";
+import colors from "qqq/assets/theme/base/colors";
+import {QCancelButton} from "qqq/components/buttons/DefaultButtons";
+import Client from "qqq/utils/qqq/Client";
+import React, {useEffect, useReducer, useState} from "react";
+
+interface ShareModalProps
+{
+   open: boolean;
+   onClose: () => void;
+   tableMetaData: QTableMetaData;
+   record: QRecord;
+}
+
+ShareModal.defaultProps = {};
+
+
+interface CurrentShare
+{
+   shareId: any;
+   scopeId: string;
+   audienceType: string;
+   audienceId: any;
+   audienceLabel: string;
+}
+
+interface Scope
+{
+   id: string;
+   label: string;
+}
+
+const scopeOptions: Scope[] = [
+   {id: "READ_ONLY", label: "Read-Only"},
+   {id: "READ_WRITE", label: "Read and Edit"}
+];
+
+const defaultScope = scopeOptions[0];
+
+const qController = Client.getInstance();
+
+/*******************************************************************************
+ ** component containing a Modal dialog for sharing records
+ *******************************************************************************/
+export default function ShareModal({open, onClose, tableMetaData, record}: ShareModalProps): JSX.Element
+{
+   const [statusString, setStatusString] = useState("Loading...");
+   const [alert, setAlert] = useState(null as string);
+
+   const [selectedAudienceType, setSelectedAudienceType] = useState(null);
+   const [selectedAudienceId, setSelectedAudienceId] = useState(null);
+   const [selectedScopeId, setSelectedScopeId] = useState(defaultScope.id);
+   const [submitting, setSubmitting] = useState(false);
+
+   const [currentShares, setCurrentShares] = useState([] as CurrentShare[])
+   const [needToLoadCurrentShares, setNeedToLoadCurrentShares] = useState(true);
+   const [everLoadedCurrentShares, setEverLoadedCurrentShares] = useState(false);
+
+   const [, forceUpdate] = useReducer((x) => x + 1, 0);
+
+
+   /////////////////////////////////////////////////////////
+   // trigger initial load, and post any changes, re-load //
+   /////////////////////////////////////////////////////////
+   useEffect(() =>
+   {
+      if(needToLoadCurrentShares)
+      {
+         loadShares();
+      }
+   }, [needToLoadCurrentShares]);
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function close(event: object, reason: string)
+   {
+      if (reason === "backdropClick" || reason === "escapeKeyDown")
+      {
+         return;
+      }
+
+      onClose();
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function handleAudienceChange(event: React.SyntheticEvent, value: any | any[], reason: string)
+   {
+      if(value)
+      {
+         const [audienceType, audienceId] = value.id.split(":");
+         setSelectedAudienceType(audienceType);
+         setSelectedAudienceId(audienceId);
+      }
+      else
+      {
+         setSelectedAudienceType(null);
+         setSelectedAudienceId(null);
+      }
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function handleScopeChange(event: React.SyntheticEvent, value: any | any[], reason: string)
+   {
+      if(value)
+      {
+         setSelectedScopeId(value.id);
+      }
+      else
+      {
+         setSelectedScopeId(null);
+      }
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   async function editingExistingShareScope(shareId: number, value: any | any[])
+   {
+      setStatusString("Saving...");
+      setAlert(null);
+
+      const formData = new FormData();
+      formData.append("tableName", tableMetaData.name);
+      formData.append("recordId", record.values.get(tableMetaData.primaryKeyField));
+      formData.append("shareId", shareId);
+      formData.append("scopeId", value.id);
+
+      const processResult = await qController.processRun("editSharedRecord", formData, null, true);
+
+      if (processResult instanceof QJobError)
+      {
+         const jobError = processResult as QJobError;
+         setStatusString(null);
+         setAlert("Error editing shared record: " + jobError.error);
+         setSubmitting(false)
+      }
+      else
+      {
+         const result = processResult as QJobComplete;
+         setStatusString(null);
+         setAlert(null);
+         setNeedToLoadCurrentShares(true);
+         setSubmitting(false)
+      }
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   async function loadShares()
+   {
+      setNeedToLoadCurrentShares(false);
+
+      const formData = new FormData();
+      formData.append("tableName", tableMetaData.name);
+      formData.append("recordId", record.values.get(tableMetaData.primaryKeyField));
+      const processResult = await qController.processRun("getSharedRecords", formData, null, true);
+
+      setStatusString("Loading...");
+      setAlert(null)
+
+      if (processResult instanceof QJobError)
+      {
+         const jobError = processResult as QJobError;
+         setStatusString(null);
+         setAlert("Error loading: " + jobError.error);
+      }
+      else
+      {
+         const result = processResult as QJobComplete;
+
+         const newCurrentShares: CurrentShare[] = [];
+         for (let i in result.values["resultList"])
+         {
+            newCurrentShares.push(result.values["resultList"][i].values);
+         }
+         setCurrentShares(newCurrentShares);
+         setEverLoadedCurrentShares(true);
+
+         setStatusString(null);
+         setAlert(null);
+      }
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   async function saveNewShare()
+   {
+      setSubmitting(true)
+      setStatusString("Saving...");
+      setAlert(null);
+
+      const formData = new FormData();
+      formData.append("tableName", tableMetaData.name);
+      formData.append("recordId", record.values.get(tableMetaData.primaryKeyField));
+      formData.append("audienceType", selectedAudienceType);
+      formData.append("audienceId", selectedAudienceId);
+      formData.append("scopeId", selectedScopeId);
+
+      const processResult = await qController.processRun("insertSharedRecord", formData, null, true);
+
+      if (processResult instanceof QJobError)
+      {
+         const jobError = processResult as QJobError;
+         setStatusString(null);
+         setAlert("Error sharing record: " + jobError.error);
+         setSubmitting(false)
+      }
+      else
+      {
+         const result = processResult as QJobComplete;
+         setStatusString(null);
+         setAlert(null);
+         setNeedToLoadCurrentShares(true);
+         setSubmitting(false)
+      }
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   async function removeShare(shareId: number)
+   {
+      setStatusString("Deleting...");
+      setAlert(null);
+
+      const formData = new FormData();
+      formData.append("tableName", tableMetaData.name);
+      formData.append("recordId", record.values.get(tableMetaData.primaryKeyField));
+      formData.append("shareId", shareId);
+
+      const processResult = await qController.processRun("deleteSharedRecord", formData, null, true);
+
+      if (processResult instanceof QJobError)
+      {
+         const jobError = processResult as QJobError;
+         setStatusString(null);
+         setAlert("Error deleting share: " + jobError.error);
+      }
+      else
+      {
+         const result = processResult as QJobComplete;
+         setNeedToLoadCurrentShares(true);
+         setStatusString(null);
+         setAlert(null);
+      }
+   }
+
+
+   // todo - need this to be real
+   const audienceOptions = [
+      {id: "user:1", label: "Darin Kelkhoff"},
+      {id: "user:2", label: "Tom Chutterloin"},
+      {id: "user:3", label: "Tylers Ample"},
+      {id: "user:4", label: "Mames Mames"},
+      {id: "group:2", label: "Cold Track Engineering"}
+   ];
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function getScopeOption(scopeId: string): Scope
+   {
+      for (let scopeOption of scopeOptions)
+      {
+         if(scopeOption.id == scopeId)
+         {
+            return (scopeOption);
+         }
+      }
+
+      return (null);
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function renderScopeDropdown(id: string, defaultValue: Scope, onChange: (event: React.SyntheticEvent, value: any | any[], reason: string) => void)
+   {
+      return (
+         <Autocomplete
+            id={id}
+            disabled={id == "new-share-scope" && submitting}
+            renderInput={(params) => (<TextField {...params} label="Scope" variant="outlined" autoComplete="off" type="search" InputProps={{...params.InputProps}} />)}
+            options={scopeOptions}
+            // @ts-ignore
+            defaultValue={defaultValue}
+            onChange={onChange}
+            isOptionEqualToValue={(option, value) => option.id === value.id}
+            // @ts-ignore Property label does not exist on string | {thing with label}
+            getOptionLabel={(option) => option.label}
+            autoSelect={true}
+            autoHighlight={true}
+            disableClearable
+            fullWidth
+            sx={autocompleteSX}
+         />
+      );
+   }
+
+   //////////////////////
+   // render the modal //
+   //////////////////////
+   return (<Modal open={open} onClose={close}>
+      <div className="share">
+         <Box sx={{position: "absolute", overflowY: "auto", maxHeight: "100%", width: "100%", display: "flex", height: "100%", flexDirection: "column", justifyContent: "center"}}>
+            <Card sx={{my: 5, mx: "auto", p: 3}}>
+
+               {/* header */}
+               <Box display="flex" flexDirection="row" justifyContent="space-between" alignItems="flex-start">
+                  <Typography variant="h4" pb={1} fontWeight="600">
+                     Share {tableMetaData.label}: {record?.recordLabel ?? record?.values?.get(tableMetaData.primaryKeyField) ?? "Unknown"}
+                     <Box color={colors.gray.main} pb={"0.5rem"} fontSize={"0.875rem"} fontWeight="400" maxWidth="590px">
+                        {/* todo move to helpContent (what do we attach the meta-data too??) */}
+                        Select a user or a group to share this record with.
+                        You can choose if they should only be able to Read the record, or also make Edits to it.
+                     </Box>
+                     <Box fontSize={14} maxWidth="590px" pb={1} fontWeight="300">
+                        {alert && <Alert color="error" onClose={() => setAlert(null)}>{alert}</Alert>}
+                        {statusString}&nbsp;
+                     </Box>
+                  </Typography>
+               </Box>
+
+               {/* body */}
+               <Box pb={3} display="flex" flexDirection="column">
+                  {/* row for adding a new share */}
+                  <Box display="flex" flexDirection="row" alignItems="center">
+                     <Box width="350px" pr={2}>
+                        <Autocomplete
+                           id="new-share-audience"
+                           disabled={submitting}
+                           renderInput={(params) => (<TextField {...params} label="User or Group" variant="outlined" autoComplete="off" type="search" InputProps={{...params.InputProps}} />)}
+                           options={audienceOptions}
+                           onChange={handleAudienceChange}
+                           isOptionEqualToValue={(option, value) => option.id === value.id}
+                           // @ts-ignore Property label does not exist on string | {thing with label}
+                           getOptionLabel={(option) => option.label}
+                           autoSelect={true}
+                           autoHighlight={true}
+                           disableClearable
+                           fullWidth
+                           sx={autocompleteSX}
+                        />
+                     </Box>
+                     <Box width="180px" pr={2}>
+                        {renderScopeDropdown("new-share-scope", defaultScope, handleScopeChange)}
+                     </Box>
+                     <Box>
+                        <Tooltip title={selectedAudienceId == null ? "Select a user or group to share with." : null}>
+                           <span>
+                              <Button disabled={submitting || selectedAudienceId == null} sx={iconButtonSX} onClick={() => saveNewShare()}>
+                                 <Icon color={selectedAudienceId == null ? "secondary" : "info"}>save</Icon>
+                              </Button>
+                           </span>
+                        </Tooltip>
+                     </Box>
+                  </Box>
+
+                  {/* row showing existing shares */}
+                  <Box pt={3}>
+                     <Box pb="0.25rem">
+                        <h5 style={{fontWeight: "600"}}>Current Shares
+                           {
+                              everLoadedCurrentShares ? <>&nbsp;({currentShares.length})</> : <></>
+                           }
+                        </h5>
+                     </Box>
+                     <Box sx={{border: `1px solid ${colors.grayLines.main}`, borderRadius: "1rem", overflow: "auto"}} height="180px" pt="0.5rem">
+                        {
+                           currentShares.map((share) => (
+                              <Box key={share.shareId} display="flex" justifyContent="space-between" alignItems="center" p="0.25rem" fontSize="1rem">
+                                 <Box display="flex" alignItems="center">
+                                    <Box width="310px" pl="1rem">{share.audienceLabel}</Box>
+                                    <Box width="160px">{renderScopeDropdown(`scope-${share.shareId}`, getScopeOption(share.scopeId), (event: React.SyntheticEvent, value: any | any[], reason: string) => editingExistingShareScope(share.shareId, value))}</Box>
+                                 </Box>
+                                 <Box pr="1rem">
+                                    <Button sx={{...iconButtonSX, ...redIconButton}} onClick={() => removeShare(share.shareId)}><Icon>clear</Icon></Button>
+                                 </Box>
+                              </Box>
+                           ))
+                        }
+                     </Box>
+                  </Box>
+
+               </Box>
+
+               {/* footer */}
+               <Box display="flex" flexDirection="row" justifyContent="flex-end">
+                  <QCancelButton label="Done" iconName="check" onClickHandler={() => close(null, null)} disabled={false} />
+               </Box>
+            </Card>
+         </Box>
+      </div>
+   </Modal>);
+
+}
+
+const autocompleteSX =
+   {
+      "& .MuiAutocomplete-input": {padding: "0.125rem 0.5rem !important"},
+      "& .MuiOutlinedInput-root": {borderRadius: "0.75rem !important"}
+   };
+
+const iconButtonSX =
+   {
+      border: `1px solid ${colors.grayLines.main} !important`,
+      borderRadius: "0.75rem",
+      textTransform: "none",
+      fontSize: "1rem",
+      fontWeight: "400",
+      width: "40px",
+      minWidth: "40px",
+      paddingLeft: 0,
+      paddingRight: 0,
+      color: colors.secondary.main,
+      "&:hover": {color: colors.secondary.main},
+      "&:focus": {color: colors.secondary.main},
+      "&:focus:not(:hover)": {color: colors.secondary.main},
+   };
+
+const redIconButton =
+   {
+      color: colors.error.main,
+      "&:hover": {color: colors.error.main},
+      "&:focus": {color: colors.error.main},
+      "&:focus:not(:hover)": {color: colors.error.main},
+   };
+

src/qqq/components/widgets/CompositeWidget.tsx

@@ -0,0 +1,109 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+
+import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
+import {Box, Skeleton} from "@mui/material";
+import React from "react";
+import {BlockData} from "qqq/components/widgets/blocks/BlockModels";
+import WidgetBlock from "qqq/components/widgets/WidgetBlock";
+
+
+interface CompositeData
+{
+   blocks: BlockData[];
+   styleOverrides?: any;
+   layout?: string
+}
+
+
+interface CompositeWidgetProps
+{
+   widgetMetaData: QWidgetMetaData;
+   data: CompositeData;
+}
+
+
+/*******************************************************************************
+ ** Widget which is a list of Blocks.
+ *******************************************************************************/
+export default function CompositeWidget({widgetMetaData, data}: CompositeWidgetProps): JSX.Element
+{
+   if (!data || !data.blocks)
+   {
+      return (<Skeleton />);
+   }
+
+   ////////////////////////////////////////////////////////////////////////////////////
+   // note - these layouts are defined in qqq in the CompositeWidgetData.Layout enum //
+   ////////////////////////////////////////////////////////////////////////////////////
+   let layout = data?.layout;
+   let boxStyle: any = {};
+   if (layout == "FLEX_ROW_WRAPPED")
+   {
+      boxStyle.display = "flex";
+      boxStyle.flexDirection = "row";
+      boxStyle.flexWrap = "wrap";
+      boxStyle.gap = "0.5rem";
+   }
+   else if (layout == "FLEX_ROW_SPACE_BETWEEN")
+   {
+      boxStyle.display = "flex";
+      boxStyle.flexDirection = "row";
+      boxStyle.justifyContent = "space-between"
+      boxStyle.gap = "0.25rem";
+   }
+   else if (layout == "TABLE_SUB_ROW_DETAILS")
+   {
+      boxStyle.display = "flex";
+      boxStyle.flexDirection = "column";
+      boxStyle.fontSize = "0.875rem";
+      boxStyle.fontWeight = 400;
+      boxStyle.borderRight = "1px solid #D0D0D0";
+   }
+   else if (layout == "BADGES_WRAPPER")
+   {
+      boxStyle.display = "flex";
+      boxStyle.gap = "0.25rem";
+      boxStyle.padding = "0 0.25rem";
+      boxStyle.fontSize = "0.875rem";
+      boxStyle.fontWeight = 400;
+      boxStyle.border = "1px solid gray";
+      boxStyle.borderRadius = "0.5rem";
+      boxStyle.background = "#FFFFFF";
+   }
+
+   if (data?.styleOverrides)
+   {
+      boxStyle = {...boxStyle, ...data.styleOverrides};
+   }
+
+   return (<Box sx={boxStyle} className="compositeWidget">
+      {
+         data.blocks.map((block: BlockData, index) => (
+            <React.Fragment key={index}>
+               <WidgetBlock widgetMetaData={widgetMetaData} block={block} />
+            </React.Fragment>
+         ))
+      }
+   </Box>);
+
+}

src/qqq/components/widgets/DashboardWidgets.tsx

@@ -19,13 +19,13 @@
  */
 
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
-import {Skeleton} from "@mui/material";
+import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
+import {Alert, Skeleton} from "@mui/material";
 import Box from "@mui/material/Box";
 import Grid from "@mui/material/Grid";
 import Tab from "@mui/material/Tab";
 import Tabs from "@mui/material/Tabs";
 import parse from "html-react-parser";
-import React, {useContext, useEffect, useReducer, useState} from "react";
 import QContext from "QContext";
 import MDTypography from "qqq/components/legacy/MDTypography";
 import TabPanel from "qqq/components/misc/TabPanel";
@@ -35,20 +35,25 @@ import DefaultLineChart from "qqq/components/widgets/charts/linechart/DefaultLin
 import SmallLineChart from "qqq/components/widgets/charts/linechart/SmallLineChart";
 import PieChart from "qqq/components/widgets/charts/piechart/PieChart";
 import StackedBarChart from "qqq/components/widgets/charts/StackedBarChart";
+import CompositeWidget from "qqq/components/widgets/CompositeWidget";
 import DataBagViewer from "qqq/components/widgets/misc/DataBagViewer";
 import DividerWidget from "qqq/components/widgets/misc/Divider";
 import FieldValueListWidget from "qqq/components/widgets/misc/FieldValueListWidget";
+import PivotTableSetupWidget from "qqq/components/widgets/misc/PivotTableSetupWidget";
 import QuickSightChart from "qqq/components/widgets/misc/QuickSightChart";
 import RecordGridWidget from "qqq/components/widgets/misc/RecordGridWidget";
+import ReportSetupWidget from "qqq/components/widgets/misc/ReportSetupWidget";
 import ScriptViewer from "qqq/components/widgets/misc/ScriptViewer";
 import StepperCard from "qqq/components/widgets/misc/StepperCard";
 import USMapWidget from "qqq/components/widgets/misc/USMapWidget";
 import ParentWidget from "qqq/components/widgets/ParentWidget";
 import MultiStatisticsCard from "qqq/components/widgets/statistics/MultiStatisticsCard";
 import StatisticsCard from "qqq/components/widgets/statistics/StatisticsCard";
-import Widget, {HeaderIcon, WIDGET_DROPDOWN_SELECTION_LOCAL_STORAGE_KEY_ROOT, LabelComponent} from "qqq/components/widgets/Widget";
+import Widget, {HeaderIcon, LabelComponent, WIDGET_DROPDOWN_SELECTION_LOCAL_STORAGE_KEY_ROOT} from "qqq/components/widgets/Widget";
+import WidgetBlock from "qqq/components/widgets/WidgetBlock";
 import ProcessRun from "qqq/pages/processes/ProcessRun";
 import Client from "qqq/utils/qqq/Client";
+import React, {useContext, useEffect, useReducer, useState} from "react";
 import TableWidget from "./tables/TableWidget";
 
 
@@ -59,6 +64,7 @@ interface Props
    widgetMetaDataList: QWidgetMetaData[];
    tableName?: string;
    entityPrimaryKey?: string;
+   record?: QRecord;
    omitWrappingGridContainer: boolean;
    areChildren?: boolean;
    childUrlParams?: string;
@@ -77,7 +83,7 @@ DashboardWidgets.defaultProps = {
    wrapWidgetsInTabPanels: false,
 };
 
-function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omitWrappingGridContainer, areChildren, childUrlParams, parentWidgetMetaData, wrapWidgetsInTabPanels}: Props): JSX.Element
+function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, record, omitWrappingGridContainer, areChildren, childUrlParams, parentWidgetMetaData, wrapWidgetsInTabPanels}: Props): JSX.Element
 {
    const [widgetData, setWidgetData] = useState([] as any[]);
    const [widgetCounter, setWidgetCounter] = useState(0);
@@ -89,9 +95,9 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
 
    let initialSelectedTab = 0;
    let selectedTabKey: string = null;
-   if(parentWidgetMetaData && wrapWidgetsInTabPanels)
+   if (parentWidgetMetaData && wrapWidgetsInTabPanels)
    {
-      selectedTabKey = `qqq.widgets.selectedTabs.${parentWidgetMetaData.name}`
+      selectedTabKey = `qqq.widgets.selectedTabs.${parentWidgetMetaData.name}`;
       if (localStorage.getItem(selectedTabKey))
       {
          initialSelectedTab = Number(localStorage.getItem(selectedTabKey));
@@ -189,7 +195,7 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
          const metaDataToUse = (thisWidgetHasDropdowns) ? widgetMetaData : parentWidgetMetaData;
          for (let i = 0; i < metaDataToUse.dropdowns.length; i++)
          {
-            const dropdownName = metaDataToUse.dropdowns[i].possibleValueSourceName;
+            const dropdownName = metaDataToUse.dropdowns[i].possibleValueSourceName ?? metaDataToUse.dropdowns[i].name;
             const localStorageKey = `${WIDGET_DROPDOWN_SELECTION_LOCAL_STORAGE_KEY_ROOT}.${metaDataToUse.name}.${dropdownName}`;
             const json = JSON.parse(localStorage.getItem(localStorageKey));
             if (json)
@@ -246,6 +252,23 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
 
    const widgetCount = widgetMetaDataList ? widgetMetaDataList.length : 0;
 
+
+   /*******************************************************************************
+    ** helper function, to convert values from a QRecord values map to a regular old
+    ** js object
+    *******************************************************************************/
+   function convertQRecordValuesFromMapToObject(record: QRecord): {[name: string]: any}
+   {
+      const rs: {[name: string]: any} = {};
+
+      if(record.values)
+      {
+         record.values.forEach((value, key) => rs[key] = value);
+      }
+
+      return (rs);
+   }
+
    const renderWidget = (widgetMetaData: QWidgetMetaData, i: number): JSX.Element =>
    {
       const labelAdditionalComponentsRight: LabelComponent[] = [];
@@ -254,7 +277,17 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
          const topRightInsideCardIcon = widgetMetaData.icons.get("topRightInsideCard");
          if (topRightInsideCardIcon)
          {
-            labelAdditionalComponentsRight.push(new HeaderIcon(topRightInsideCardIcon.name, topRightInsideCardIcon.path, topRightInsideCardIcon.color));
+            labelAdditionalComponentsRight.push(new HeaderIcon(topRightInsideCardIcon.name, topRightInsideCardIcon.path, topRightInsideCardIcon.color, "topRightInsideCard"));
+         }
+      }
+
+      const labelAdditionalComponentsLeft: LabelComponent[] = [];
+      if (widgetMetaData && widgetMetaData.icons)
+      {
+         const topLeftInsideCardIcon = widgetMetaData.icons.get("topLeftInsideCard");
+         if (topLeftInsideCardIcon)
+         {
+            labelAdditionalComponentsLeft.push(new HeaderIcon(topLeftInsideCardIcon.name, topLeftInsideCardIcon.path, topLeftInsideCardIcon.color, "topLeftInsideCard"));
          }
       }
 
@@ -274,6 +307,21 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
                   />
                )
             }
+            {
+               widgetMetaData.type === "alert" && widgetData[i]?.html && (
+                  <Widget
+                     omitPadding={true}
+                     widgetMetaData={widgetMetaData}
+                     widgetData={widgetData[i]}
+                     reloadWidgetCallback={(data) => reloadWidget(i, data)}
+                     isChild={areChildren}
+                     labelAdditionalComponentsRight={labelAdditionalComponentsRight}
+                     labelAdditionalComponentsLeft={labelAdditionalComponentsLeft}
+                  >
+                     <Alert severity={widgetData[i]?.alertType?.toLowerCase()}>{parse(widgetData[i]?.html)}</Alert>
+                  </Widget>
+               )
+            }
             {
                widgetMetaData.type === "usaMap" && (
                   <USMapWidget
@@ -302,6 +350,7 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
                      reloadWidgetCallback={(data) => reloadWidget(i, data)}
                      isChild={areChildren}
                      labelAdditionalComponentsRight={labelAdditionalComponentsRight}
+                     labelAdditionalComponentsLeft={labelAdditionalComponentsLeft}
                   >
                      <StackedBarChart data={widgetData[i]?.chartData} chartSubheaderData={widgetData[i]?.chartSubheaderData} />
                   </Widget>
@@ -314,6 +363,8 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
                      widgetData={widgetData[i]}
                      reloadWidgetCallback={(data) => reloadWidget(i, data)}
                      showReloadControl={false}
+                     labelAdditionalComponentsRight={labelAdditionalComponentsRight}
+                     labelAdditionalComponentsLeft={labelAdditionalComponentsLeft}
                   >
                      <div className="widgetProcessMidDiv" style={{height: "100%"}}>
                         <ProcessRun process={widgetData[i]?.processMetaData} defaultProcessValues={widgetData[i]?.defaultValues} isWidget={true} forceReInit={widgetCounter} />
@@ -327,6 +378,8 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
                      widgetMetaData={widgetMetaData}
                      widgetData={widgetData[i]}
                      reloadWidgetCallback={(data) => reloadWidget(i, data)}
+                     labelAdditionalComponentsRight={labelAdditionalComponentsRight}
+                     labelAdditionalComponentsLeft={labelAdditionalComponentsLeft}
                   >
                      <Box sx={{alignItems: "stretch", flexGrow: 1, display: "flex", marginTop: "0px", paddingTop: "0px"}}>
                         <Box padding="1rem" sx={{width: "100%"}}>
@@ -342,6 +395,8 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
                      widgetMetaData={widgetMetaData}
                      reloadWidgetCallback={(data) => reloadWidget(i, data)}
                      widgetData={widgetData[i]}
+                     labelAdditionalComponentsRight={labelAdditionalComponentsRight}
+                     labelAdditionalComponentsLeft={labelAdditionalComponentsLeft}
                   >
                      <Box>
                         <MDTypography component="div" variant="button" color="text" fontWeight="light">
@@ -373,8 +428,11 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
                      widgetData={widgetData[i]}
                      isChild={areChildren}
                      reloadWidgetCallback={(data) => reloadWidget(i, data)}
+                     labelAdditionalComponentsRight={labelAdditionalComponentsRight}
+                     labelAdditionalComponentsLeft={labelAdditionalComponentsLeft}
                   >
                      <StatisticsCard
+                        widgetMetaData={widgetMetaData}
                         data={widgetData[i]}
                         increaseIsGood={true}
                      />
@@ -414,6 +472,7 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
                      reloadWidgetCallback={(data) => reloadWidget(i, data)}
                      isChild={areChildren}
                      labelAdditionalComponentsRight={labelAdditionalComponentsRight}
+                     labelAdditionalComponentsLeft={labelAdditionalComponentsLeft}
                   >
                      <div>
                         <PieChart
@@ -449,6 +508,8 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
                      widgetData={widgetData[i]}
                      reloadWidgetCallback={(data) => reloadWidget(i, data)}
                      isChild={areChildren}
+                     labelAdditionalComponentsRight={labelAdditionalComponentsRight}
+                     labelAdditionalComponentsLeft={labelAdditionalComponentsLeft}
                   >
                      <DefaultLineChart sx={{alignItems: "center"}}
                         data={widgetData[i]?.chartData}
@@ -477,6 +538,34 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
                   />
                )
             }
+            {
+               widgetMetaData.type === "composite" && (
+                  <Widget
+                     widgetMetaData={widgetMetaData}
+                     widgetData={widgetData[i]}
+                     reloadWidgetCallback={(data) => reloadWidget(i, data)}
+                     isChild={areChildren}
+                     labelAdditionalComponentsRight={labelAdditionalComponentsRight}
+                     labelAdditionalComponentsLeft={labelAdditionalComponentsLeft}
+                  >
+                     <CompositeWidget widgetMetaData={widgetMetaData} data={widgetData[i]} />
+                  </Widget>
+               )
+            }
+            {
+               widgetMetaData.type === "block" && (
+                  <Widget
+                     widgetMetaData={widgetMetaData}
+                     widgetData={widgetData[i]}
+                     reloadWidgetCallback={(data) => reloadWidget(i, data)}
+                     isChild={areChildren}
+                     labelAdditionalComponentsRight={labelAdditionalComponentsRight}
+                     labelAdditionalComponentsLeft={labelAdditionalComponentsLeft}
+                  >
+                     <WidgetBlock widgetMetaData={widgetMetaData} block={widgetData[i]} />
+                  </Widget>
+               )
+            }
             {
                widgetMetaData.type === "dataBagViewer" && (
                   widgetData && widgetData[i] && widgetData[i].queryParams &&
@@ -493,11 +582,25 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
                   </Widget>
                )
             }
+            {
+               widgetMetaData.type === "reportSetup" && (
+                  widgetData && widgetData[i] && widgetData[i].queryParams &&
+                  <ReportSetupWidget isEditable={false} widgetMetaData={widgetMetaData} recordValues={convertQRecordValuesFromMapToObject(record)} onSaveCallback={() =>
+                  {}} />
+               )
+            }
+            {
+               widgetMetaData.type === "pivotTableSetup" && (
+                  widgetData && widgetData[i] && widgetData[i].queryParams &&
+                  <PivotTableSetupWidget isEditable={false} widgetMetaData={widgetMetaData} recordValues={convertQRecordValuesFromMapToObject(record)} onSaveCallback={() =>
+                  {}} />
+               )
+            }
          </Box>
       );
    };
 
-   if(wrapWidgetsInTabPanels)
+   if (wrapWidgetsInTabPanels)
    {
       omitWrappingGridContainer = true;
    }
@@ -523,14 +626,13 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
                      renderedWidget = (<TabPanel index={i} value={selectedTab} style={{
                         padding: 0,
                         margin: "-1rem",
-                        marginBottom: "-3.5rem",
                         width: "calc(100% + 2rem)"
                      }}>
                         {renderedWidget}
                      </TabPanel>);
                   }
 
-                  return (<React.Fragment key={`${widgetMetaData.name}-${i}`}>{renderedWidget}</React.Fragment>)
+                  return (<React.Fragment key={`${widgetMetaData.name}-${i}`}>{renderedWidget}</React.Fragment>);
                })
             }
          </>
@@ -538,7 +640,8 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
 
    const tabs = widgetMetaDataList && wrapWidgetsInTabPanels ?
       <Tabs
-         sx={{m: 0, mb: 1.5, ml: -2, mr: -2, mt: -3,
+         sx={{
+            m: 0, mb: 1.5, ml: -2, mr: -2, mt: -3,
             "& .MuiTabs-scroller": {
                ml: 0
             }
@@ -551,7 +654,7 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, omit
             <Tab key={widgetMetaData.name} label={widgetMetaData.label} />
          ))}
       </Tabs>
-      : <></>
+      : <></>;
 
    return (
       widgetCount > 0 ? (

src/qqq/components/widgets/ParentWidget.tsx

@@ -33,6 +33,7 @@ import Client from "qqq/utils/qqq/Client";
 //////////////////////////////////////////////
 export interface ParentWidgetData
 {
+   label?: string;
    dropdownLabelList: string[];
    dropdownNameList: string[];
    dropdownDataList: {
@@ -42,6 +43,7 @@ export interface ParentWidgetData
    childWidgetNameList: string[];
    dropdownNeedsSelectedText?: string;
    storeDropdownSelections?: boolean;
+   csvData?: any[][];
    icon?: string;
    layoutType: string;
 }
@@ -64,7 +66,8 @@ interface Props
 
 
 const qController = Client.getInstance();
-function ParentWidget({urlParams, widgetMetaData, widgetIndex, data, reloadWidgetCallback, entityPrimaryKey, tableName, storeDropdownSelections}: Props, ): JSX.Element
+
+function ParentWidget({urlParams, widgetMetaData, widgetIndex, data, reloadWidgetCallback, entityPrimaryKey, tableName, storeDropdownSelections}: Props,): JSX.Element
 {
    const [childUrlParams, setChildUrlParams] = useState((urlParams) ? urlParams : "");
    const [qInstance, setQInstance] = useState(null as QInstance);
@@ -81,27 +84,27 @@ function ParentWidget({urlParams, widgetMetaData, widgetIndex, data, reloadWidge
 
    useEffect(() =>
    {
-      if(qInstance && data && data.childWidgetNameList)
+      if (qInstance && data && data.childWidgetNameList)
       {
          let widgetMetaDataList = [] as QWidgetMetaData[];
          data?.childWidgetNameList.forEach((widgetName: string) =>
          {
             widgetMetaDataList.push(qInstance.widgets.get(widgetName));
-         })
+         });
          setWidgets(widgetMetaDataList);
       }
    }, [qInstance, data, childUrlParams]);
 
    useEffect(() =>
    {
-      setChildUrlParams(urlParams)
+      setChildUrlParams(urlParams);
    }, [urlParams]);
 
    const parentReloadWidgetCallback = (data: string) =>
    {
       setChildUrlParams(data);
       reloadWidgetCallback(data);
-   }
+   };
 
    ///////////////////////////////////////////////////////////////////////////////////////////
    // if this parent widget is in card form, and its children are too, then we need some px //
@@ -125,7 +128,7 @@ function ParentWidget({urlParams, widgetMetaData, widgetIndex, data, reloadWidge
             omitPadding={omitPadding}
          >
             <Box sx={{height: "100%", width: "100%"}} px={px}>
-               <DashboardWidgets widgetMetaDataList={widgets} entityPrimaryKey={entityPrimaryKey} tableName={tableName} childUrlParams={childUrlParams} areChildren={true} parentWidgetMetaData={widgetMetaData} wrapWidgetsInTabPanels={data.layoutType == "TABS"}/>
+               <DashboardWidgets widgetMetaDataList={widgets} entityPrimaryKey={entityPrimaryKey} tableName={tableName} childUrlParams={childUrlParams} areChildren={true} parentWidgetMetaData={widgetMetaData} wrapWidgetsInTabPanels={data.layoutType?.toLowerCase() == "tabs"} />
             </Box>
          </Widget>
       ) : null

src/qqq/components/widgets/Widget.tsx

@@ -21,17 +21,23 @@
 
 import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
+import {InputLabel} from "@mui/material";
 import Box from "@mui/material/Box";
 import Button from "@mui/material/Button";
 import Card from "@mui/material/Card";
 import Icon from "@mui/material/Icon";
+import Switch from "@mui/material/Switch";
 import Tooltip from "@mui/material/Tooltip/Tooltip";
 import Typography from "@mui/material/Typography";
 import parse from "html-react-parser";
-import React, {useEffect, useState} from "react";
-import {NavigateFunction, useNavigate} from "react-router-dom";
+import QContext from "QContext";
 import colors from "qqq/assets/theme/base/colors";
+import HelpContent, {hasHelpContent} from "qqq/components/misc/HelpContent";
 import WidgetDropdownMenu, {DropdownOption} from "qqq/components/widgets/components/WidgetDropdownMenu";
+import {WidgetUtils} from "qqq/components/widgets/WidgetUtils";
+import HtmlUtils from "qqq/utils/HtmlUtils";
+import React, {useContext, useEffect, useState} from "react";
+import {NavigateFunction, useNavigate} from "react-router-dom";
 
 export interface WidgetData
 {
@@ -56,6 +62,7 @@ interface Props
    labelAdditionalComponentsLeft: LabelComponent[];
    labelAdditionalElementsLeft: JSX.Element[];
    labelAdditionalComponentsRight: LabelComponent[];
+   labelAdditionalElementsRight: JSX.Element[];
    labelBoxAdditionalSx?: any;
    widgetMetaData?: QWidgetMetaData;
    widgetData?: WidgetData;
@@ -76,6 +83,7 @@ Widget.defaultProps = {
    labelAdditionalComponentsLeft: [],
    labelAdditionalElementsLeft: [],
    labelAdditionalComponentsRight: [],
+   labelAdditionalElementsRight: [],
    labelBoxAdditionalSx: {},
    omitPadding: false,
 };
@@ -109,16 +117,18 @@ export class HeaderIcon extends LabelComponent
    iconPath: string;
    color: string;
    coloredBG: boolean;
+   role: string;
 
    iconColor: string;
    bgColor: string;
 
-   constructor(iconName: string, iconPath: string, color: string, coloredBG: boolean = true)
+   constructor(iconName: string, iconPath: string, color: string, role?: string, coloredBG: boolean = true)
    {
       super();
       this.iconName = iconName;
       this.iconPath = iconPath;
       this.color = color;
+      this.role = role;
       this.coloredBG = coloredBG;
 
       this.iconColor = this.coloredBG ? "#FFFFFF" : this.color;
@@ -128,7 +138,7 @@ export class HeaderIcon extends LabelComponent
 
    render = (args: LabelComponentRenderArgs): JSX.Element =>
    {
-      const styles = {
+      const styles: any = {
          width: "1.75rem",
          height: "1.75rem",
          color: this.iconColor,
@@ -136,6 +146,12 @@ export class HeaderIcon extends LabelComponent
          borderRadius: "0.25rem"
       };
 
+      if (this.role == "topLeftInsideCard")
+      {
+         styles["order"] = -1;
+         styles["marginRight"] = "0.5rem";
+      }
+
       if (this.iconPath)
       {
          return (<Box sx={{textAlign: "center", ...styles}}><img src={this.iconPath} width="16" height="16" /></Box>);
@@ -148,6 +164,79 @@ export class HeaderIcon extends LabelComponent
 }
 
 
+/*******************************************************************************
+ ** a link (actually a button) for in a widget's header
+ *******************************************************************************/
+interface HeaderLinkButtonComponentProps
+{
+   label: string;
+   onClickCallback: () => void;
+   disabled?: boolean;
+   disabledTooltip?: string;
+}
+
+HeaderLinkButtonComponent.defaultProps = {
+   disabled: false,
+   disabledTooltip: null
+};
+
+export function HeaderLinkButtonComponent({label, onClickCallback, disabled, disabledTooltip}: HeaderLinkButtonComponentProps): JSX.Element
+{
+   return (
+      <Tooltip title={disabledTooltip}>
+         <span>
+            <Button disabled={disabled} onClick={() => onClickCallback()} sx={{p: 0}} disableRipple>
+               <Typography display="inline" textTransform="none" fontSize={"1.125rem"}>
+                  {label}
+               </Typography>
+            </Button>
+         </span>
+      </Tooltip>
+   );
+}
+
+
+
+
+/*******************************************************************************
+ **
+ *******************************************************************************/
+interface HeaderToggleComponentProps
+{
+   label: string;
+   getValue: () => boolean;
+   onClickCallback: () => void;
+   disabled?: boolean;
+   disabledTooltip?: string;
+}
+
+HeaderToggleComponent.defaultProps = {
+   disabled: false,
+   disabledTooltip: null
+};
+
+export function HeaderToggleComponent({label, getValue, onClickCallback, disabled, disabledTooltip}: HeaderToggleComponentProps): JSX.Element
+{
+   const onClick = () =>
+   {
+      onClickCallback();
+   }
+
+   return (
+      <Box alignItems="baseline" mr="-0.75rem">
+         <Tooltip title={disabledTooltip}>
+            <span>
+               <InputLabel sx={{fontSize: "1.125rem", px: "0 !important", cursor: disabled ? "default" : "pointer", opacity: disabled ? 0.65 : 1}} unselectable="on">
+                  {label} <Switch disabled={disabled} checked={getValue()} onClick={onClick} />
+               </InputLabel>
+            </span>
+         </Tooltip>
+      </Box>
+   );
+}
+
+
+
 /*******************************************************************************
  **
  *******************************************************************************/
@@ -157,15 +246,17 @@ export class AddNewRecordButton extends LabelComponent
    label: string;
    defaultValues: any;
    disabledFields: any;
+   addNewRecordCallback?: () => void;
 
 
-   constructor(table: QTableMetaData, defaultValues: any, label: string = "Add new", disabledFields: any = defaultValues)
+   constructor(table: QTableMetaData, defaultValues: any, label: string = "Add new", disabledFields: any = defaultValues, addNewRecordCallback?: () => void)
    {
       super();
       this.table = table;
       this.label = label;
       this.defaultValues = defaultValues;
       this.disabledFields = disabledFields;
+      this.addNewRecordCallback = addNewRecordCallback;
    }
 
    openEditForm = (navigate: any, table: QTableMetaData, id: any = null, defaultValues: any, disabledFields: any) =>
@@ -177,7 +268,7 @@ export class AddNewRecordButton extends LabelComponent
    {
       return (
          <Typography variant="body2" p={2} pr={0} display="inline" position="relative" top="-0.5rem">
-            <Button sx={{mt: 0.75}} onClick={() => this.openEditForm(args.navigate, this.table, null, this.defaultValues, this.disabledFields)}>{this.label}</Button>
+            <Button sx={{mt: 0.75}} onClick={() => this.addNewRecordCallback ? this.addNewRecordCallback() : this.openEditForm(args.navigate, this.table, null, this.defaultValues, this.disabledFields)}>{this.label}</Button>
          </Typography>
       );
    };
@@ -223,22 +314,30 @@ export class Dropdown extends LabelComponent
          try
          {
             const localStorageOption = JSON.parse(localStorage.getItem(localStorageKey));
-            if(localStorageOption)
+            if (localStorageOption)
             {
                const id = localStorageOption.id;
-               for (let i = 0; i < this.options.length; i++)
+
+               if (this.dropdownMetaData.type == "DATE_PICKER")
                {
-                  if (this.options[i].id == id)
+                  defaultValue = id;
+               }
+               else
+               {
+                  for (let i = 0; i < this.options.length; i++)
                   {
-                     defaultValue = this.options[i]
-                     args.dropdownData[args.componentIndex] = defaultValue?.id;
+                     if (this.options[i].id == id)
+                     {
+                        defaultValue = this.options[i];
+                        args.dropdownData[args.componentIndex] = defaultValue?.id;
+                     }
                   }
                }
             }
          }
-         catch(e)
+         catch (e)
          {
-            console.log(`Error getting default value for dropdown [${this.dropdownName}] from local storage`, e)
+            console.log(`Error getting default value for dropdown [${this.dropdownName}] from local storage`, e);
          }
       }
 
@@ -249,7 +348,7 @@ export class Dropdown extends LabelComponent
       {
          for (let i = 0; i < this.options.length; i++)
          {
-            if(this.options[i].id == this.dropdownDefaultValue)
+            if (this.options[i].id == this.dropdownDefaultValue)
             {
                defaultValue = this.options[i];
                args.dropdownData[args.componentIndex] = defaultValue?.id;
@@ -285,6 +384,7 @@ export class Dropdown extends LabelComponent
          <Box mb={2} sx={{float: "right"}}>
             <WidgetDropdownMenu
                name={this.dropdownName}
+               type={this.dropdownMetaData.type}
                defaultValue={defaultValue}
                sx={{marginLeft: "1rem"}}
                label={label}
@@ -317,11 +417,13 @@ export class ReloadControl extends LabelComponent
 
    render = (args: LabelComponentRenderArgs): JSX.Element =>
    {
-      return (
-         <Typography variant="body2" py={2} px={0} display="inline" position="relative" top="-0.175rem">
-            <Tooltip title="Refresh"><Button sx={{px: 1, py: 0, minWidth: "initial"}} onClick={() => this.callback()}><Icon sx={{color: colors.gray.main, fontSize: 1.125}}>refresh</Icon></Button></Tooltip>
-         </Typography>
-      );
+      return (<Typography key={1} variant="body2" py={0} px={0} display="inline" position="relative" top="-0.25rem">
+         <Tooltip title="Refresh">
+            <Button sx={{px: 1, py: 0, minWidth: "initial"}} onClick={() => this.callback()}>
+               <Icon sx={{color: colors.gray.main, fontSize: 1.125}}>refresh</Icon>
+            </Button>
+         </Tooltip>
+      </Typography>);
    };
 }
 
@@ -336,15 +438,31 @@ function Widget(props: React.PropsWithChildren<Props>): JSX.Element
 {
    const navigate = useNavigate();
    const [dropdownData, setDropdownData] = useState([]);
-   const [fullScreenWidgetClassName, setFullScreenWidgetClassName] = useState("");
    const [reloading, setReloading] = useState(false);
    const [dropdownDataJSON, setDropdownDataJSON] = useState("");
    const [labelComponentsLeft, setLabelComponentsLeft] = useState([] as LabelComponent[]);
    const [labelComponentsRight, setLabelComponentsRight] = useState([] as LabelComponent[]);
 
+   ////////////////////////////////////////////////////////////////////////////////////////////////////////
+   // support for using widget (data) label as page header, w/o it disappearing if dropdowns are changed //
+   ////////////////////////////////////////////////////////////////////////////////////////////////////////
+   const [lastSeenLabel, setLastSeenLabel] = useState("");
+   const [usingLabelAsTitle, setUsingLabelAsTitle] = useState(false);
+
+   const {helpHelpActive} = useContext(QContext);
+
    function renderComponent(component: LabelComponent, componentIndex: number)
    {
-      return component.render({navigate: navigate, widgetProps: props, dropdownData: dropdownData, componentIndex: componentIndex, reloadFunction: doReload});
+      if (component && component.render)
+      {
+         return component.render({navigate: navigate, widgetProps: props, dropdownData: dropdownData, componentIndex: componentIndex, reloadFunction: doReload});
+      }
+      else
+      {
+         console.log("Request to render a null component or component without a render function...");
+         console.log(JSON.stringify(component));
+         return (<></>);
+      }
    }
 
    useEffect(() =>
@@ -371,7 +489,7 @@ function Widget(props: React.PropsWithChildren<Props>): JSX.Element
       // for initial render, put right-components from props into the state variable //
       /////////////////////////////////////////////////////////////////////////////////
       const stateLabelComponentsRight = [] as LabelComponent[];
-      // console.log(`${props.widgetMetaData.name} init'ing right-components`);
+      // console.log(`${props.widgetMetaData.name} initiating right-components`);
       if (props.labelAdditionalComponentsRight)
       {
          props.labelAdditionalComponentsRight.map((component) => stateLabelComponentsRight.push(component));
@@ -405,11 +523,14 @@ function Widget(props: React.PropsWithChildren<Props>): JSX.Element
          {
             // console.log(`${props.widgetMetaData.name} building a Dropdown, data is: ${dropdownData}`);
             let defaultValue = null;
-            if(props.widgetData.dropdownDefaultValueList && props.widgetData.dropdownDefaultValueList.length >= index)
+            if (props.widgetData.dropdownDefaultValueList && props.widgetData.dropdownDefaultValueList.length >= index)
             {
                defaultValue = props.widgetData.dropdownDefaultValueList[index];
             }
-            updatedStateLabelComponentsRight.push(new Dropdown(props.widgetData.dropdownLabelList[index], props.widgetMetaData.dropdowns[index], dropdownData, defaultValue, props.widgetData.dropdownNameList[index], handleDataChange));
+            if (props.widgetData?.dropdownLabelList && props.widgetData?.dropdownLabelList[index] && props.widgetMetaData?.dropdowns && props.widgetMetaData?.dropdowns[index] && props.widgetData?.dropdownNameList && props.widgetData?.dropdownNameList[index])
+            {
+               updatedStateLabelComponentsRight.push(new Dropdown(props.widgetData.dropdownLabelList[index], props.widgetMetaData.dropdowns[index], dropdownData, defaultValue, props.widgetData.dropdownNameList[index], handleDataChange));
+            }
          });
          setLabelComponentsRight(updatedStateLabelComponentsRight);
       }
@@ -500,18 +621,37 @@ function Widget(props: React.PropsWithChildren<Props>): JSX.Element
       }
    };
 
-   const toggleFullScreenWidget = () =>
+   const onExportClick = () =>
    {
-      if (fullScreenWidgetClassName)
+      if (props.widgetData?.csvData)
       {
-         setFullScreenWidgetClassName("");
+         const csv = WidgetUtils.widgetCsvDataToString(props.widgetData);
+         const fileName = WidgetUtils.makeExportFileName(props.widgetData, props.widgetMetaData);
+         HtmlUtils.download(fileName, csv);
       }
       else
       {
-         setFullScreenWidgetClassName("fullScreenWidget");
+         alert("There is no data available to export.");
       }
    };
 
+   ///////////////////////////////////////////////////////////////////////////////////////////////////////
+   // add the export button to the label's left elements, if the meta-data says to show it              //
+   // don't do this for 2 types which themselves add the button (and have custom code to do the export) //
+   ///////////////////////////////////////////////////////////////////////////////////////////////////////
+   let localLabelAdditionalElementsLeft = [...props.labelAdditionalElementsLeft];
+   if (props.widgetMetaData?.showExportButton && props.widgetMetaData?.type !== "table" && props.widgetMetaData?.type !== "childRecordList")
+   {
+      if (!localLabelAdditionalElementsLeft)
+      {
+         localLabelAdditionalElementsLeft = [];
+      }
+
+      localLabelAdditionalElementsLeft.push(WidgetUtils.generateExportButton(onExportClick));
+   }
+
+   let localLabelAdditionalElementsRight = [...props.labelAdditionalElementsRight];
+
    const hasPermission = props.widgetData?.hasPermission === undefined || props.widgetData?.hasPermission === true;
 
    const isSet = (v: any): boolean =>
@@ -526,85 +666,130 @@ function Widget(props: React.PropsWithChildren<Props>): JSX.Element
    if (hasPermission)
    {
       needLabelBox ||= (labelComponentsLeft && labelComponentsLeft.length > 0);
-      needLabelBox ||= (props.labelAdditionalElementsLeft && props.labelAdditionalElementsLeft.length > 0);
+      needLabelBox ||= (localLabelAdditionalElementsLeft && localLabelAdditionalElementsLeft.length > 0);
       needLabelBox ||= (labelComponentsRight && labelComponentsRight.length > 0);
-      needLabelBox ||= isSet(props.widgetMetaData?.icon);
+      needLabelBox ||= (localLabelAdditionalElementsRight && localLabelAdditionalElementsRight.length > 0);
+      needLabelBox ||= isSet(props.widgetData?.icon);
       needLabelBox ||= isSet(props.widgetData?.label);
       needLabelBox ||= isSet(props.widgetMetaData?.label);
    }
 
    //////////////////////////////////////////////////////////////////////////////////////////
    // first look for a label in the widget data, which would override that in the metadata //
-   // note - previously this had a ?: and one was pl={2}, the other was pl={3}...          //
    //////////////////////////////////////////////////////////////////////////////////////////
-   const labelToUse = props.widgetData?.label ?? props.widgetMetaData?.label;
+   const isParentWidget = props.widgetMetaData.type == "parentWidget"; // todo - do we need to know top-level parent, vs. a nested parent?
+   let labelToUse = props.widgetData?.label ?? props.widgetMetaData?.label;
+
+   if (!labelToUse)
+   {
+      /////////////////////////////////////////////////////////////////////////////////////////////
+      // prevent the label from disappearing, especially when it's being used as the page header //
+      /////////////////////////////////////////////////////////////////////////////////////////////
+      if (lastSeenLabel && isParentWidget && usingLabelAsTitle)
+      {
+         labelToUse = lastSeenLabel;
+      }
+   }
+
    let labelElement = (
-      <Typography sx={{cursor: "default", pl: "auto", pt: props.widgetMetaData.type == "parentWidget" ? "1rem" : "auto", fontWeight: 600}} variant="h6" display="inline">
+      <Typography sx={{cursor: "default", pl: "auto", fontWeight: 600}} variant={isParentWidget && (props.widgetData.isLabelPageTitle || usingLabelAsTitle) ? "h3" : "h6"} display="inline">
          {labelToUse}
       </Typography>
    );
 
-   if (props.widgetMetaData.tooltip)
+   let sublabelElement = (
+      <Box height="20px">
+         <Typography sx={{position: "relative", top: "-18px"}} variant="caption">
+            {props.widgetData?.sublabel}
+         </Typography>
+      </Box>
+   );
+
+   if (labelToUse && labelToUse != lastSeenLabel)
    {
-      labelElement = <Tooltip title={props.widgetMetaData.tooltip} arrow={false} followCursor={true} placement="bottom-start">{labelElement}</Tooltip>;
+      setLastSeenLabel(labelToUse);
+      setUsingLabelAsTitle(props.widgetData.isLabelPageTitle);
    }
 
+   const helpRoles = ["ALL_SCREENS"];
+   const slotName = "label";
+   const showHelp = helpHelpActive || hasHelpContent(props.widgetMetaData?.helpContent?.get(slotName), helpRoles);
+
+   if (showHelp)
+   {
+      const formattedHelpContent = <HelpContent helpContents={props.widgetMetaData?.helpContent?.get(slotName)} roles={helpRoles} helpContentKey={`widget:${props.widgetMetaData?.name};slot:${slotName}`} />;
+      labelElement = <Tooltip title={formattedHelpContent} arrow={true} placement="bottom-start">{labelElement}</Tooltip>;
+   }
+   else if (props.widgetMetaData?.tooltip)
+   {
+      labelElement = <Tooltip title={props.widgetMetaData.tooltip} arrow={true} placement="bottom-start">{labelElement}</Tooltip>;
+   }
+
+   const isTable = props.widgetMetaData.type == "table";
+
    const errorLoading = props.widgetData?.errorLoading !== undefined && props.widgetData?.errorLoading === true;
    const widgetContent =
       <Box sx={{width: "100%", height: "100%", minHeight: props.widgetMetaData?.minHeight ? props.widgetMetaData?.minHeight : "initial"}}>
          {
             needLabelBox &&
             <Box display="flex" justifyContent="space-between" alignItems="flex-start" sx={{width: "100%", ...props.labelBoxAdditionalSx}} minHeight={"2.5rem"}>
-               <Box>
-                  {
-                     hasPermission ?
-                        props.widgetMetaData?.icon && (
-                           <Box ml={1} mr={2} mt={-4} sx={{
-                              display: "flex",
-                              justifyContent: "center",
-                              alignItems: "center",
-                              width: "64px",
-                              height: "64px",
-                              borderRadius: "8px",
-                              background: colors.info.main,
-                              color: "#ffffff",
-                              float: "left"
-                           }}
-                           >
-                              <Icon fontSize="medium" color="inherit">
-                                 {props.widgetMetaData.icon}
-                              </Icon>
-                           </Box>
-                        ) :
-                        (
-                           <Box ml={3} mt={-4} sx={{
-                              display: "flex",
-                              justifyContent: "center",
-                              alignItems: "center",
-                              width: "64px",
-                              height: "64px",
-                              borderRadius: "8px",
-                              background: colors.info.main,
-                              color: "#ffffff",
-                              float: "left"
-                           }}
-                           >
-                              <Icon fontSize="medium" color="inherit">lock</Icon>
-                           </Box>
+               <Box display="flex" flexDirection="column">
+                  <Box display="flex" alignItems="baseline">
+                     {
+                        hasPermission ?
+                           props.widgetMetaData?.icon && (
+                              <Box ml={1} mr={2} mt={-4} sx={{
+                                 display: "flex",
+                                 justifyContent: "center",
+                                 alignItems: "center",
+                                 width: "64px",
+                                 height: "64px",
+                                 borderRadius: "8px",
+                                 background: colors.info.main,
+                                 color: "#ffffff",
+                                 float: "left"
+                              }}
+                              >
+                                 <Icon fontSize="medium" color="inherit">
+                                    {props.widgetMetaData.icon}
+                                 </Icon>
+                              </Box>
+                           ) :
+                           (
+                              <Box ml={3} mt={-4} sx={{
+                                 display: "flex",
+                                 justifyContent: "center",
+                                 alignItems: "center",
+                                 width: "64px",
+                                 height: "64px",
+                                 borderRadius: "8px",
+                                 background: colors.info.main,
+                                 color: "#ffffff",
+                                 float: "left"
+                              }}
+                              >
+                                 <Icon fontSize="medium" color="inherit">lock</Icon>
+                              </Box>
+                           )
+                     }
+                     {
+                        hasPermission && labelToUse && (labelElement)
+                     }
+                     {
+                        hasPermission && (
+                           labelComponentsLeft.map((component, i) =>
+                           {
+                              return (<React.Fragment key={i}>{renderComponent(component, i)}</React.Fragment>);
+                           })
                         )
-                  }
-                  {
-                     hasPermission && labelToUse && (labelElement)
-                  }
-                  {
-                     hasPermission && (
-                        labelComponentsLeft.map((component, i) =>
-                        {
-                           return (<span key={i}>{renderComponent(component, i)}</span>);
-                        })
-                     )
-                  }
-                  {props.labelAdditionalElementsLeft}
+                     }
+                     {localLabelAdditionalElementsLeft}
+                  </Box>
+                  <Box display="flex">
+                     {
+                        hasPermission && props.widgetData?.sublabel && (sublabelElement)
+                     }
+                  </Box>
                </Box>
                <Box>
                   {
@@ -615,6 +800,7 @@ function Widget(props: React.PropsWithChildren<Props>): JSX.Element
                         })
                      )
                   }
+                  {localLabelAdditionalElementsRight}
                </Box>
             </Box>
          }
@@ -650,17 +836,27 @@ function Widget(props: React.PropsWithChildren<Props>): JSX.Element
          }
          {
             !errorLoading && props?.footerHTML && (
-               <Box mt={1} ml={3} mr={3} mb={2} sx={{fontWeight: 300, color: "#7b809a", display: "flex", alignContent: "flex-end", fontSize: "14px"}}>{parse(props.footerHTML)}</Box>
+               <Box mt={isTable ? "36px" : 1} ml={isTable ? 0 : 3} mr={isTable ? 0 : 3} mb={isTable ? "-12px" : 2} sx={{fontWeight: 300, color: "#7b809a", display: "flex", alignContent: "flex-end", fontSize: "14px"}}>{parse(props.footerHTML)}</Box>
             )
          }
       </Box>;
 
    const padding = props.omitPadding ? "auto" : "24px 16px";
+
+   ///////////////////////////////////////////////////
+   // try to make tables fill their entire "parent" //
+   ///////////////////////////////////////////////////
+   let noCardMarginBottom = "unset";
+   if (isTable)
+   {
+      noCardMarginBottom = "-8px";
+   }
+
    return props.widgetMetaData?.isCard
-      ? <Card sx={{marginTop: props.widgetMetaData?.icon ? 2 : 0, width: "100%", p: padding}} className={fullScreenWidgetClassName}>
+      ? <Card sx={{marginTop: props.widgetMetaData?.icon ? 2 : 0, width: "100%", p: padding}} className="widget inCard">
          {widgetContent}
       </Card>
-      : <span style={{width: "100%", padding: padding}}>{widgetContent}</span>;
+      : <span style={{width: "100%", padding: padding, marginBottom: noCardMarginBottom}} className="widget noCard">{widgetContent}</span>;
 }
 
 export default Widget;

src/qqq/components/widgets/WidgetBlock.tsx

@@ -0,0 +1,90 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+
+import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
+import {Alert, Skeleton} from "@mui/material";
+import React from "react";
+import BigNumberBlock from "qqq/components/widgets/blocks/BigNumberBlock";
+import {BlockData} from "qqq/components/widgets/blocks/BlockModels";
+import DividerBlock from "qqq/components/widgets/blocks/DividerBlock";
+import NumberIconBadgeBlock from "qqq/components/widgets/blocks/NumberIconBadgeBlock";
+import ProgressBarBlock from "qqq/components/widgets/blocks/ProgressBarBlock";
+import TableSubRowDetailRowBlock from "qqq/components/widgets/blocks/TableSubRowDetailRowBlock";
+import TextBlock from "qqq/components/widgets/blocks/TextBlock";
+import UpOrDownNumberBlock from "qqq/components/widgets/blocks/UpOrDownNumberBlock";
+import CompositeWidget from "qqq/components/widgets/CompositeWidget";
+
+
+interface WidgetBlockProps
+{
+   widgetMetaData: QWidgetMetaData;
+   block: BlockData;
+}
+
+
+/*******************************************************************************
+ ** Component to render a single Block in the widget framework!
+ *******************************************************************************/
+export default function WidgetBlock({widgetMetaData, block}: WidgetBlockProps): JSX.Element
+{
+   if(!block)
+   {
+      return (<Skeleton />);
+   }
+
+   if(!block.values)
+   {
+      block.values = {};
+   }
+
+   if(!block.styles)
+   {
+      block.styles = {};
+   }
+
+   if(block.blockTypeName == "COMPOSITE")
+   {
+      // @ts-ignore - special case for composite type block...
+      return (<CompositeWidget widgetMetaData={widgetMetaData} data={block} />);
+   }
+
+   switch(block.blockTypeName)
+   {
+      case "TEXT":
+         return (<TextBlock widgetMetaData={widgetMetaData} data={block} />);
+      case "NUMBER_ICON_BADGE":
+         return (<NumberIconBadgeBlock widgetMetaData={widgetMetaData} data={block} />);
+      case "UP_OR_DOWN_NUMBER":
+         return (<UpOrDownNumberBlock widgetMetaData={widgetMetaData} data={block} />);
+      case "TABLE_SUB_ROW_DETAIL_ROW":
+         return (<TableSubRowDetailRowBlock widgetMetaData={widgetMetaData} data={block} />);
+      case "PROGRESS_BAR":
+         return (<ProgressBarBlock widgetMetaData={widgetMetaData} data={block} />);
+      case "DIVIDER":
+         return (<DividerBlock widgetMetaData={widgetMetaData} data={block} />);
+      case "BIG_NUMBER":
+         return (<BigNumberBlock widgetMetaData={widgetMetaData} data={block} />);
+      default:
+         return (<Alert sx={{m: "0.5rem"}} color="warning">Unsupported block type: {block.blockTypeName}</Alert>)
+   }
+
+}

src/qqq/components/widgets/WidgetUtils.tsx

@@ -0,0 +1,100 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+
+import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
+import Button from "@mui/material/Button";
+import Icon from "@mui/material/Icon";
+import Tooltip from "@mui/material/Tooltip/Tooltip";
+import Typography from "@mui/material/Typography";
+import React from "react";
+import colors from "qqq/assets/theme/base/colors";
+import {WidgetData} from "qqq/components/widgets/Widget";
+import ValueUtils from "qqq/utils/qqq/ValueUtils";
+
+/*******************************************************************************
+ ** Utility class used by Widgets
+ **
+ *******************************************************************************/
+export class WidgetUtils
+{
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public static generateExportButton = (onExportClick: () => void): JSX.Element =>
+   {
+      return (<Typography key={1} variant="body2" py={0} px={0} display="inline" position="relative" top="-0.25rem">
+         <Tooltip title="Export">
+            <Button sx={{px: 1, py: 0, minWidth: "initial"}} onClick={onExportClick} disabled={false}>
+               <Icon sx={{color: colors.gray.main, fontSize: 1.125}}>save_alt</Icon>
+            </Button>
+         </Tooltip>
+      </Typography>);
+   };
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public static widgetCsvDataToString = (data: WidgetData): string =>
+   {
+      function isNumeric(x: any)
+      {
+         return !isNaN(Number(x));
+      }
+
+      let csv = "";
+      for (let i = 0; i < data.csvData.length; i++)
+      {
+         for (let j = 0; j < data.csvData[i].length; j++)
+         {
+            if (j > 0)
+            {
+               csv += ",";
+            }
+
+            let cell = data.csvData[i][j];
+            if (cell && isNumeric(String(cell)))
+            {
+               csv += cell;
+            }
+            else
+            {
+               csv += `"${ValueUtils.cleanForCsv(cell)}"`;
+            }
+         }
+         csv += "\n";
+      }
+
+      return (csv);
+   };
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public static makeExportFileName = (data: WidgetData, widgetMetaData: QWidgetMetaData): string =>
+   {
+      const fileName = (data?.label ?? widgetMetaData.label) + " " + ValueUtils.formatDateTimeForFileName(new Date()) + ".csv";
+      return (fileName);
+   };
+
+}

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

@@ -0,0 +1,67 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import BlockElementWrapper from "qqq/components/widgets/blocks/BlockElementWrapper";
+import {StandardBlockComponentProps} from "qqq/components/widgets/blocks/BlockModels";
+
+
+/*******************************************************************************
+ ** Block that renders ... a big number, optionally with some other stuff.
+ **
+ ** ${heading}
+ ** ${number} ${context}
+ *******************************************************************************/
+export default function BigNumberBlock({widgetMetaData, data}: StandardBlockComponentProps): JSX.Element
+{
+   let flexJustifyContent = "normal";
+   let flexAlignItems = "baseline";
+
+   return (
+      <div style={{width: data.styles.width ?? "auto"}}>
+
+         <div style={{fontWeight: "700", fontSize: "0.875rem", color: "#3D3D3D", marginBottom: "-0.5rem"}}>
+            <BlockElementWrapper metaData={widgetMetaData} data={data} slot="heading">
+               <span>{data.values.heading}</span>
+            </BlockElementWrapper>
+         </div>
+
+         <div style={{display: "flex", alignItems: flexAlignItems, justifyContent: flexJustifyContent}}>
+
+            <div style={{display: "flex", alignItems: "baseline"}}>
+               <div style={{fontWeight: "700", fontSize: "2rem", marginRight: "0.25rem"}}>
+                  <BlockElementWrapper metaData={widgetMetaData} data={data} slot="number">
+                     <span style={{color: data.styles.numberColor}}>{data.values.number}</span>
+                  </BlockElementWrapper>
+               </div>
+               {
+                  data.values.context &&
+                  <div style={{fontWeight: "500", fontSize: "0.875rem", color: "#7b809a"}}>
+                     <BlockElementWrapper metaData={widgetMetaData} data={data} slot="context">
+                        <span>{data.values.context}</span>
+                     </BlockElementWrapper>
+                  </div>
+               }
+            </div>
+
+         </div>
+      </div>
+   );
+}

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

@@ -0,0 +1,106 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+
+import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
+import {Tooltip} from "@mui/material";
+import React, {ReactElement, useContext} from "react";
+import {Link} from "react-router-dom";
+import QContext from "QContext";
+import HelpContent, {hasHelpContent} from "qqq/components/misc/HelpContent";
+import {BlockData, BlockLink, BlockTooltip} from "qqq/components/widgets/blocks/BlockModels";
+
+interface BlockElementWrapperProps
+{
+   data: BlockData;
+   metaData: QWidgetMetaData;
+   slot: string
+   linkProps?: any;
+   children: ReactElement;
+}
+
+/*******************************************************************************
+ ** For Blocks - wrap their "slot" elements with an optional tooltip and/or link
+ *******************************************************************************/
+export default function BlockElementWrapper({data, metaData, slot, linkProps, children}: BlockElementWrapperProps): JSX.Element
+{
+   const {helpHelpActive} = useContext(QContext);
+
+   let link: BlockLink;
+   let tooltip: BlockTooltip;
+
+   if(slot)
+   {
+      link = data.linkMap && data.linkMap[slot.toUpperCase()];
+      if(!link)
+      {
+         link = data.link;
+      }
+
+      tooltip = data.tooltipMap && data.tooltipMap[slot.toUpperCase()];
+      if(!tooltip)
+      {
+         tooltip = data.tooltip;
+      }
+   }
+   else
+   {
+      link = data.link;
+      tooltip = data.tooltip;
+   }
+
+   if(!tooltip)
+   {
+      const helpRoles = ["ALL_SCREENS"]
+
+      ///////////////////////////////////////////////////////////////////////////////////////////////
+      // the full keys in the helpContent table will look like:                                    //
+      // widget:MyCoolWidget;slot=myBlockId,label (if the block has a blockId in data)             //
+      // widget:MyCoolWidget;slot=label (no blockId; note, label is slot name here)                //
+      // in the widget metaData, the map of helpContent will just have the "slot" portion as a key //
+      ///////////////////////////////////////////////////////////////////////////////////////////////
+      const key = data.blockId ? `${data.blockId},${slot}` : slot;
+      const showHelp = helpHelpActive || hasHelpContent(metaData?.helpContent?.get(key), helpRoles);
+
+      if(showHelp)
+      {
+         const formattedHelpContent = <HelpContent helpContents={metaData?.helpContent?.get(key)} roles={helpRoles} helpContentKey={`widget:${metaData?.name};slot:${key}`} />;
+         tooltip = {title: formattedHelpContent, placement: "bottom"}
+      }
+   }
+
+   let rs = children;
+
+   if(link)
+   {
+      rs = <Link to={link.href} target={link.target} style={{color: "#546E7A"}} {...linkProps}>{rs}</Link>
+   }
+
+   if(tooltip)
+   {
+      let placement = tooltip.placement ? tooltip.placement.toLowerCase() : "bottom"
+
+      // @ts-ignore - placement possible values
+      rs = <Tooltip title={tooltip.title} placement={placement}>{rs}</Tooltip>
+   }
+
+   return (rs);
+}

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

@@ -0,0 +1,59 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
+
+
+export interface BlockData
+{
+   blockId?: string;
+   blockTypeName: string;
+
+   tooltip?: BlockTooltip;
+   link?: BlockLink;
+   tooltipMap?: {[slot: string]: BlockTooltip};
+   linkMap?: {[slot: string]: BlockLink};
+
+   values: any;
+   styles?: any;
+}
+
+
+export interface BlockTooltip
+{
+   title: string | JSX.Element;
+   placement: string;
+}
+
+
+export interface BlockLink
+{
+   href: string;
+   target: string;
+}
+
+
+export interface StandardBlockComponentProps
+{
+   widgetMetaData: QWidgetMetaData;
+   data: BlockData;
+}
+

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

@@ -0,0 +1,33 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import {StandardBlockComponentProps} from "qqq/components/widgets/blocks/BlockModels";
+
+
+/*******************************************************************************
+ ** Block that renders a simple dividing line
+ ** margins & width are set such that it covers the padding of a card.
+ ** if we need to use it differently, a style attribute should be added to its backend data.
+ *******************************************************************************/
+export default function DividerBlock({}: StandardBlockComponentProps): JSX.Element
+{
+   return (<div style={{margin: "1rem -1rem", width: "calc(100% + 2rem)", borderBottom: "1px solid #E0E0E0"}} />);
+}

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

@@ -0,0 +1,48 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import Icon from "@mui/material/Icon";
+import BlockElementWrapper from "qqq/components/widgets/blocks/BlockElementWrapper";
+import {StandardBlockComponentProps} from "qqq/components/widgets/blocks/BlockModels";
+
+/*******************************************************************************
+ ** Block that renders ... a number, and an icon, like a badge.
+ **
+ ** ${number} ${icon}
+ *******************************************************************************/
+export default function NumberIconBadgeBlock({widgetMetaData, data}: StandardBlockComponentProps): JSX.Element
+{
+   return (
+      <div style={{display: "inline-block", whiteSpace: "nowrap", color: data.styles.color}}>
+         {
+            data.values.number &&
+            <BlockElementWrapper metaData={widgetMetaData} data={data} slot="number">
+               <span style={{color: data.styles.color, fontSize: "0.875rem"}}>{data.values.number}</span>
+            </BlockElementWrapper>
+         }
+         {
+            data.values.iconName &&
+            <BlockElementWrapper metaData={widgetMetaData} data={data} slot="icon">
+               <Icon style={{color: data.styles.color, fontSize: "1rem", position: "relative", top: "3px"}}>{data.values.iconName}</Icon>
+            </BlockElementWrapper>
+         }
+      </div>);
+}

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

@@ -0,0 +1,70 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import Typography from "@mui/material/Typography";
+import BlockElementWrapper from "qqq/components/widgets/blocks/BlockElementWrapper";
+import {StandardBlockComponentProps} from "qqq/components/widgets/blocks/BlockModels";
+
+
+/*******************************************************************************
+ ** Block that renders a progress bar!
+ **
+ ** Values:
+ **    ${heading}
+ **    [${percent}===___] ${value ?? percent}
+ **
+ ** Slots:
+ **    ${heading}
+ **    ${bar}             ${value}
+ *******************************************************************************/
+export default function ProgressBarBlock({widgetMetaData, data}: StandardBlockComponentProps): JSX.Element
+{
+   return (
+      <Typography component="div" variant="button" color="text" fontWeight="light" sx={{textTransform: "none"}}>
+         {
+            data.values.heading &&
+            <div style={{marginBottom: "0.25rem", fontWeight: 500, color: "#3D3D3D"}}>
+               <BlockElementWrapper metaData={widgetMetaData} data={data} slot="heading">
+                  <span>{data.values.heading}</span>
+               </BlockElementWrapper>
+            </div>
+         }
+
+         <div style={{display: "flex", alignItems: "center", marginBottom: "0.75rem"}}>
+
+            <BlockElementWrapper metaData={widgetMetaData} data={data} slot="bar" linkProps={{style: {width: "100%"}}}>
+               <div style={{background: "#E0E0E0", width: "100%", borderRadius: "0.5rem", height: "1rem"}}>
+                  {
+                     data.values.percent > 0 ? <div style={{background: data.styles.barColor ?? "#0062ff", minWidth: "1rem", width: `${data.values.percent}%`, borderRadius: "0.5rem", height: "1rem"}}></div> : <></>
+                  }
+               </div>
+            </BlockElementWrapper>
+
+            <div style={{width: "60px", textAlign: "right", fontWeight: 600, color: "#3D3D3D"}}>
+               <BlockElementWrapper metaData={widgetMetaData} data={data} slot="value">
+                  <span>{data.values.value ?? `${(data.values.percent as number).toFixed(1)}%`}</span>
+               </BlockElementWrapper>
+            </div>
+
+         </div>
+      </Typography>);
+
+}

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

@@ -0,0 +1,54 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import BlockElementWrapper from "qqq/components/widgets/blocks/BlockElementWrapper";
+import {StandardBlockComponentProps} from "qqq/components/widgets/blocks/BlockModels";
+
+
+/*******************************************************************************
+ ** Block that renders a label & value, meant to be used as a detail-row in a
+ ** sub-row within a table widget
+ **
+ ** ${label} ${value}
+ *******************************************************************************/
+export default function TableSubRowDetailRowBlock({widgetMetaData, data}: StandardBlockComponentProps): JSX.Element
+{
+   return (
+      <div style={{display: "flex", maxWidth: "calc(100% - 24px)", justifyContent: "space-between"}}>
+
+         {
+            data.values.label &&
+            <div style={{overflow: "hidden", whiteSpace: "nowrap", textOverflow: "ellipsis"}}>
+               <BlockElementWrapper metaData={widgetMetaData} data={data} slot="label">
+                  <span style={{color: data.styles.labelColor}}>{data.values.label}</span>
+               </BlockElementWrapper>
+            </div>
+         }
+
+         {
+            data.values.value &&
+            <BlockElementWrapper metaData={widgetMetaData} data={data} slot="value">
+               <span style={{color: data.styles.valueColor}}>{data.values.value}</span>
+            </BlockElementWrapper>
+         }
+      </div>
+   );
+}

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

@@ -0,0 +1,37 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import BlockElementWrapper from "qqq/components/widgets/blocks/BlockElementWrapper";
+import {StandardBlockComponentProps} from "qqq/components/widgets/blocks/BlockModels";
+
+/*******************************************************************************
+ ** Block that renders ... just some text.
+ **
+ ** ${text}
+ *******************************************************************************/
+export default function TextBlock({widgetMetaData, data}: StandardBlockComponentProps): JSX.Element
+{
+   return (
+      <BlockElementWrapper metaData={widgetMetaData} data={data} slot="">
+         <span style={{fontSize: "1.000rem"}}>{data.values.text}</span>
+      </BlockElementWrapper>
+   );
+}

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

@@ -0,0 +1,81 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import Icon from "@mui/material/Icon";
+import React from "react";
+import BlockElementWrapper from "qqq/components/widgets/blocks/BlockElementWrapper";
+import {StandardBlockComponentProps} from "qqq/components/widgets/blocks/BlockModels";
+
+
+/*******************************************************************************
+ ** Block that renders an up/down icon, a number, and some context
+ **
+ ** ${icon} ${number} ${context}
+ *
+ ** or, if style.isStacked:
+ *
+ ** ${icon} ${number}
+ ** ${context}
+ *******************************************************************************/
+export default function UpOrDownNumberBlock({widgetMetaData, data}: StandardBlockComponentProps): JSX.Element
+{
+   if (!data.styles)
+   {
+      data.styles = {};
+   }
+
+   if (!data.values)
+   {
+      data.values = {};
+   }
+
+   const UP_ICON = "arrow_drop_up";
+   const DOWN_ICON = "arrow_drop_down";
+
+   const defaultGreenColor = "#2BA83F";
+   const defaultRedColor = "#FB4141";
+
+   const goodOrBadColor = data.styles.colorOverride ?? (data.values.isGood ? defaultGreenColor : defaultRedColor);
+   const iconName = data.values.isUp ? UP_ICON : DOWN_ICON;
+
+   return (
+      <>
+         <div style={{display: "flex", flexDirection: data.styles.isStacked ? "column" : "row", alignItems: data.styles.isStacked ? "flex-end" : "baseline"}}>
+
+            <div style={{display: "flex", alignItems: "baseline", fontWeight: 700, fontSize: ".875rem"}}>
+               <BlockElementWrapper metaData={widgetMetaData} data={data} slot="number">
+                  <>
+                     <Icon sx={{color: goodOrBadColor, alignSelf: "flex-end", fontSize: "2.25rem !important", lineHeight: "0.875rem", height: "1rem", width: "2rem",}}>{iconName}</Icon>
+                     <span style={{color: goodOrBadColor}}>{data.values.number}</span>
+                  </>
+               </BlockElementWrapper>
+            </div>
+
+            <div style={{fontWeight: 500, fontSize: "0.875rem", color: "#7b809a", marginLeft: "0.25rem"}}>
+               <BlockElementWrapper metaData={widgetMetaData} data={data} slot="context">
+                  <span>{data.values.context}</span>
+               </BlockElementWrapper>
+            </div>
+
+         </div>
+      </>
+   );
+}

src/qqq/components/widgets/charts/StackedBarChart.tsx

@@ -39,65 +39,79 @@ ChartJS.register(
    Legend
 );
 
-export const options = {
-   maintainAspectRatio: false,
-   responsive: true,
-   animation: {
-      duration: 0
-   },
-   elements: {
-      bar: {
-         borderRadius: 4
-      }
-   },
-   plugins: {
-      tooltip: {
-         // todo - some configs around this
-         callbacks: {
-            title: function(context: any)
-            {
-               return ("");
-            },
-            label: function(context: any)
-            {
-               if(context.dataset.label.startsWith(context.label))
-               {
-                  return `${context.label}: ${context.formattedValue}`;
-               }
-               else
+export const makeOptions = (data: DefaultChartData) =>
+{
+   return({
+      maintainAspectRatio: false,
+      responsive: true,
+      animation: {
+         duration: 0
+      },
+      elements: {
+         bar: {
+            borderRadius: 4
+         }
+      },
+      onHover: function (event: any, elements: any[], chart: any)
+      {
+         if(event.type == "mousemove" && elements.length > 0 && data.urls && data.urls.length > elements[0].index && data.urls[elements[0].index])
+         {
+            chart.canvas.style.cursor = "pointer";
+         }
+         else
+         {
+            chart.canvas.style.cursor = "default";
+         }
+      },
+      plugins: {
+         tooltip: {
+            // todo - some configs around this
+            callbacks: {
+               title: function(context: any)
                {
                   return ("");
+               },
+               label: function(context: any)
+               {
+                  if(context.dataset.label.startsWith(context.label))
+                  {
+                     return `${context.label}: ${context.formattedValue}`;
+                  }
+                  else
+                  {
+                     return ("");
+                  }
+               }
+            }
+         },
+         legend: {
+            position: "bottom",
+            labels: {
+               usePointStyle: true,
+               pointStyle: "circle",
+               boxHeight: 6,
+               boxWidth: 6,
+               padding: 12,
+               font: {
+                  size: 14
                }
             }
          }
       },
-      legend: {
-         position: "bottom",
-         labels: {
-            usePointStyle: true,
-            pointStyle: "circle",
-            boxHeight: 6,
-            boxWidth: 6,
-            padding: 12,
-            font: {
-               size: 14
-            }
-         }
-      }
-   },
-   scales: {
-      x: {
-         stacked: true,
-         grid: {display: false},
-         ticks: {autoSkip: false, maxRotation: 90}
+      scales: {
+         x: {
+            stacked: true,
+            grid: {display: false},
+            ticks: {autoSkip: false, maxRotation: 90}
+         },
+         y: {
+            stacked: true,
+            position: "right",
+            ticks: {precision: 0}
+         },
       },
-      y: {
-         stacked: true,
-         position: "right",
-         ticks: {precision: 0}
-      },
-   },
-};
+   });
+}
 
 interface Props
 {
@@ -151,7 +165,7 @@ function StackedBarChart({data, chartSubheaderData}: Props): JSX.Element
       <Box>
          {chartSubheaderData && (<ChartSubheaderWithData chartSubheaderData={chartSubheaderData} />)}
          <Box width="100%" height="300px">
-            <Bar data={data} options={options} getElementsAtEvent={handleClick} />
+            <Bar data={data} options={makeOptions(data)} getElementsAtEvent={handleClick} />
          </Box>
       </Box>
    ) : <Skeleton sx={{marginLeft: "20px", marginRight: "20px", height: "200px"}} />;

src/qqq/components/widgets/charts/piechart/PieChart.tsx

@@ -70,7 +70,7 @@ function PieChart({description, chartData, chartSubheaderData}: Props): JSX.Elem
          chartData.dataset.backgroundColors = chartColors;
       }
    }
-   const {data, options} = configs(chartData?.labels || [], chartData?.dataset || {});
+   const {data, options} = configs(chartData?.labels || [], chartData?.dataset || {}, chartData?.dataset?.urls);
 
    useEffect(() =>
    {

src/qqq/components/widgets/charts/piechart/PieChartConfigs.ts

@@ -23,7 +23,7 @@ import colors from "qqq/assets/theme/base/colors";
 
 const {gradients, dark} = colors;
 
-function configs(labels: any, datasets: any)
+function configs(labels: any, datasets: any, urls: string[] | undefined)
 {
    const backgroundColors = [];
 
@@ -66,6 +66,17 @@ function configs(labels: any, datasets: any)
       options: {
          maintainAspectRatio: false,
          responsive: true,
+         onHover: function (event: any, elements: any[], chart: any)
+         {
+            if(event.type == "mousemove" && elements.length > 0 && urls && urls.length > elements[0].index && urls[elements[0].index])
+            {
+               chart.canvas.style.cursor = "pointer";
+            }
+            else
+            {
+               chart.canvas.style.cursor = "default";
+            }
+         },
          plugins: {
             tooltip: {
                callbacks: {

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

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

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

@@ -25,14 +25,13 @@ import {QCriteriaOperator} from "@kingsrook/qqq-frontend-core/lib/model/query/QC
 import {QFilterCriteria} from "@kingsrook/qqq-frontend-core/lib/model/query/QFilterCriteria";
 import {QFilterOrderBy} from "@kingsrook/qqq-frontend-core/lib/model/query/QFilterOrderBy";
 import {QQueryFilter} from "@kingsrook/qqq-frontend-core/lib/model/query/QQueryFilter";
+import {Chip} from "@mui/material";
 import Alert from "@mui/material/Alert";
 import Avatar from "@mui/material/Avatar";
 import Box from "@mui/material/Box";
 import Button from "@mui/material/Button";
-import Chip from "@mui/material/Chip";
 import Divider from "@mui/material/Divider";
 import Grid from "@mui/material/Grid";
-import Icon from "@mui/material/Icon";
 import List from "@mui/material/List";
 import ListItem from "@mui/material/ListItem";
 import ListItemAvatar from "@mui/material/ListItemAvatar";
@@ -42,8 +41,6 @@ import Snackbar from "@mui/material/Snackbar";
 import Tab from "@mui/material/Tab";
 import Tabs from "@mui/material/Tabs";
 import Typography from "@mui/material/Typography";
-import React, {useReducer, useState} from "react";
-import AceEditor from "react-ace";
 import DataBagDataEditor, {DataBagDataEditorProps} from "qqq/components/databags/DataBagDataEditor";
 import DataBagPreview from "qqq/components/databags/DataBagPreview";
 import TabPanel from "qqq/components/misc/TabPanel";
@@ -57,6 +54,8 @@ import "ace-builds/src-noconflict/mode-java";
 import "ace-builds/src-noconflict/mode-javascript";
 import "ace-builds/src-noconflict/mode-json";
 import "ace-builds/src-noconflict/theme-github";
+import React, {useReducer, useState} from "react";
+import AceEditor from "react-ace";
 import "ace-builds/src-noconflict/ext-language_tools";
 
 const qController = Client.getInstance();
@@ -64,12 +63,11 @@ const qController = Client.getInstance();
 // Declaring props types for ViewForm
 interface Props
 {
-   dataBagId: number
+   dataBagId: number;
 }
 
 DataBagViewer.defaultProps =
-   {
-   };
+   {};
 
 export default function DataBagViewer({dataBagId}: Props): JSX.Element
 {
@@ -77,12 +75,12 @@ export default function DataBagViewer({dataBagId}: Props): JSX.Element
    const [asyncLoadInited, setAsyncLoadInited] = useState(false);
    const [versionRecordList, setVersionRecordList] = useState(null as QRecord[]);
    const [selectedVersionRecord, setSelectedVersionRecord] = useState(null as QRecord);
-   const [currentVersionId , setCurrentVersionId] = useState(null as number);
+   const [currentVersionId, setCurrentVersionId] = useState(null as number);
    const [notFoundMessage, setNotFoundMessage] = useState(null);
    const [selectedTab, setSelectedTab] = useState(0);
    const [editorProps, setEditorProps] = useState(null as DataBagDataEditorProps);
    const [successText, setSuccessText] = useState(null as string);
-   const [failText, setFailText] = useState(null as string)
+   const [failText, setFailText] = useState(null as string);
    const [, forceUpdate] = useReducer((x) => x + 1, 0);
 
    const [loadingSelectedVersion, _] = useState(new LoadingState(forceUpdate, "loading"));
@@ -100,13 +98,13 @@ export default function DataBagViewer({dataBagId}: Props): JSX.Element
 
             const criteria = [new QFilterCriteria("dataBagId", QCriteriaOperator.EQUALS, [dataBagId])];
             const orderBys = [new QFilterOrderBy("sequenceNo", false)];
-            const filter = new QQueryFilter(criteria, orderBys, "AND", 0, 25);
+            const filter = new QQueryFilter(criteria, orderBys, null, "AND", 0, 25);
             const versions = await qController.query("dataBagVersion", filter);
             console.log("Fetched versions:");
             console.log(versions);
             setVersionRecordList(versions);
 
-            if(versions && versions.length > 0)
+            if (versions && versions.length > 0)
             {
                setCurrentVersionId(versions[0].values.get("id"));
                const latestVersion = await qController.get("dataBagVersion", versions[0].values.get("id"));
@@ -121,7 +119,7 @@ export default function DataBagViewer({dataBagId}: Props): JSX.Element
          {
             if (e instanceof QException)
             {
-               if ((e as QException).status === "404")
+               if ((e as QException).status === 404)
                {
                   setNotFoundMessage("Data bag data could not be found.");
                   return;
@@ -362,7 +360,7 @@ export default function DataBagViewer({dataBagId}: Props): JSX.Element
                                              <Typography variant="h6" pl={3}>Data Preview (Version {selectedVersionRecord?.values?.get("sequenceNo")})</Typography>
                                           </Box>
                                           <Box height="400px" overflow="auto" ml={1} fontSize="14px">
-                                             {loadingSelectedVersion.isNotLoading() && selectedTab == 1 && selectedVersionRecord?.values?.get("data") && <DataBagPreview json={selectedVersionRecord?.values?.get("data")} /> }
+                                             {loadingSelectedVersion.isNotLoading() && selectedTab == 1 && selectedVersionRecord?.values?.get("data") && <DataBagPreview json={selectedVersionRecord?.values?.get("data")} />}
                                              {loadingSelectedVersion.isLoadingSlow() && <Box pl={3}>Loading...</Box>}
                                           </Box>
                                        </Grid>
@@ -377,7 +375,7 @@ export default function DataBagViewer({dataBagId}: Props): JSX.Element
                            <Modal open={editorProps !== null} onClose={(event, reason) => closeEditingScript(event, reason)}>
                               <DataBagDataEditor
                                  closeCallback={closeEditingScript}
-                                 {... editorProps}
+                                 {...editorProps}
                               />
                            </Modal>
                         }

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

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

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

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

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

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

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

@@ -25,28 +25,53 @@ import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
 import Box from "@mui/material/Box";
 import Button from "@mui/material/Button";
 import Icon from "@mui/material/Icon";
+import IconButton from "@mui/material/IconButton";
 import Tooltip from "@mui/material/Tooltip/Tooltip";
 import Typography from "@mui/material/Typography";
-import {DataGridPro, GridCallbackDetails, GridEventListener, GridFilterModel, gridPreferencePanelStateSelector, GridRowParams, GridSelectionModel, GridToolbarColumnsButton, GridToolbarContainer, GridToolbarDensitySelector, GridToolbarExportContainer, GridToolbarFilterButton, MuiEvent, useGridApiContext, useGridApiEventHandler, useGridSelector} from "@mui/x-data-grid-pro";
-import React, {useEffect, useRef, useState} from "react";
-import {useNavigate, Link} from "react-router-dom";
-import Widget, {AddNewRecordButton, LabelComponent} from "qqq/components/widgets/Widget";
+import {DataGridPro, GridCallbackDetails, GridEventListener, GridRenderCellParams, GridRowParams, GridToolbarContainer, MuiEvent, useGridApiContext, useGridApiEventHandler} from "@mui/x-data-grid-pro";
+import Widget, {AddNewRecordButton, LabelComponent, WidgetData} from "qqq/components/widgets/Widget";
 import DataGridUtils from "qqq/utils/DataGridUtils";
 import HtmlUtils from "qqq/utils/HtmlUtils";
 import Client from "qqq/utils/qqq/Client";
 import ValueUtils from "qqq/utils/qqq/ValueUtils";
+import React, {useEffect, useRef, useState} from "react";
+import {Link, useNavigate} from "react-router-dom";
+
+export interface ChildRecordListData extends WidgetData
+{
+   title: string;
+   queryOutput: {records: {values: any}[]}
+   childTableMetaData: QTableMetaData;
+   tablePath: string;
+   viewAllLink: string;
+   totalRows: number;
+   canAddChildRecord: boolean;
+   defaultValuesForNewChildRecords: {[fieldName: string]: any};
+   disabledFieldsForNewChildRecords: {[fieldName: string]: any};
+}
 
 interface Props
 {
    widgetMetaData: QWidgetMetaData;
-   data: any;
+   data: ChildRecordListData;
+   addNewRecordCallback?: () => void;
+   disableRowClick: boolean;
+   allowRecordEdit: boolean;
+   editRecordCallback?: (rowIndex: number) => void;
+   allowRecordDelete: boolean;
+   deleteRecordCallback?: (rowIndex: number) => void;
 }
 
-RecordGridWidget.defaultProps = {};
+RecordGridWidget.defaultProps =
+   {
+      disableRowClick: false,
+      allowRecordEdit: false,
+      allowRecordDelete: false
+   };
 
 const qController = Client.getInstance();
 
-function RecordGridWidget({widgetMetaData, data}: Props): JSX.Element
+function RecordGridWidget({widgetMetaData, data, addNewRecordCallback, disableRowClick, allowRecordEdit, editRecordCallback, allowRecordDelete, deleteRecordCallback}: Props): JSX.Element
 {
    const instance = useRef({timer: null});
    const [rows, setRows] = useState([]);
@@ -74,7 +99,7 @@ function RecordGridWidget({widgetMetaData, data}: Props): JSX.Element
          }
 
          const tableMetaData = new QTableMetaData(data.childTableMetaData);
-         const rows = DataGridUtils.makeRows(records, tableMetaData);
+         const rows = DataGridUtils.makeRows(records, tableMetaData, true);
 
          /////////////////////////////////////////////////////////////////////////////////
          // note - tablePath may be null, if the user doesn't have access to the table. //
@@ -103,6 +128,28 @@ function RecordGridWidget({widgetMetaData, data}: Props): JSX.Element
             }
          }
 
+         ////////////////////////////////////
+         // add actions cell, if available //
+         ////////////////////////////////////
+         if(allowRecordEdit || allowRecordDelete)
+         {
+            columns.unshift({
+               field: "_actions",
+               type: "string",
+               headerName: "Actions",
+               sortable: false,
+               filterable: false,
+               width: allowRecordEdit && allowRecordDelete ? 80 : 50,
+               renderCell: ((params: GridRenderCellParams) =>
+               {
+                  return <Box>
+                     {allowRecordEdit && <IconButton onClick={() => editRecordCallback(params.row.__rowIndex)}><Icon>edit</Icon></IconButton>}
+                     {allowRecordDelete && <IconButton onClick={() => deleteRecordCallback(params.row.__rowIndex)}><Icon>delete</Icon></IconButton>}
+                  </Box>
+               })
+            })
+         }
+
          setRows(rows);
          setRecords(records)
          setColumns(columns);
@@ -178,7 +225,7 @@ function RecordGridWidget({widgetMetaData, data}: Props): JSX.Element
    if(widgetMetaData?.showExportButton)
    {
       labelAdditionalElementsLeft.push(
-         <Typography key={1} variant="body2" py={2} px={0} display="inline" position="relative">
+         <Typography key={1} variant="body2" px={0} display="inline" position="relative">
             <Tooltip title={tooltipTitle}><Button sx={{px: 1, py: 0, minWidth: "initial"}} onClick={onExportClick} disabled={isExportDisabled}><Icon sx={{color: "#757575", fontSize: 1.25}}>save_alt</Icon></Button></Tooltip>
          </Typography>
       );
@@ -195,7 +242,7 @@ function RecordGridWidget({widgetMetaData, data}: Props): JSX.Element
       {
          disabledFields = data.defaultValuesForNewChildRecords;
       }
-      labelAdditionalComponentsRight.push(new AddNewRecordButton(data.childTableMetaData, data.defaultValuesForNewChildRecords, "Add new", disabledFields))
+      labelAdditionalComponentsRight.push(new AddNewRecordButton(data.childTableMetaData, data.defaultValuesForNewChildRecords, "Add new", disabledFields, addNewRecordCallback))
    }
 
 
@@ -204,13 +251,18 @@ function RecordGridWidget({widgetMetaData, data}: Props): JSX.Element
    /////////////////////////////////////////////////////////////////
    const handleRowClick = (params: GridRowParams, event: MuiEvent<React.MouseEvent>, details: GridCallbackDetails) =>
    {
+      if(disableRowClick)
+      {
+         return;
+      }
+
       (async () =>
       {
          const qInstance = await qController.loadMetaData()
          let tablePath = qInstance.getTablePathByName(data.childTableMetaData.name)
          if(tablePath)
          {
-            tablePath = `${tablePath}/${params.id}`;
+            tablePath = `${tablePath}/${params.row[data.childTableMetaData.primaryKeyField]}`;
             DataGridUtils.handleRowClick(tablePath, event, gridMouseDownX, gridMouseDownY, navigate, instance);
          }
       })();
@@ -266,6 +318,7 @@ function RecordGridWidget({widgetMetaData, data}: Props): JSX.Element
                rowBuffer={10}
                getRowClassName={(params) => (params.indexRelativeToCurrentPage % 2 === 0 ? "even" : "odd")}
                onRowClick={handleRowClick}
+               getRowId={(row) => row.__rowIndex}
                // getRowHeight={() => "auto"} // maybe nice?  wraps values in cells...
                components={{
                   Toolbar: CustomToolbar

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

@@ -0,0 +1,374 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+
+import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
+import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
+import {QQueryFilter} from "@kingsrook/qqq-frontend-core/lib/model/query/QQueryFilter";
+import {Alert, Collapse} from "@mui/material";
+import Box from "@mui/material/Box";
+import Button from "@mui/material/Button";
+import Card from "@mui/material/Card";
+import Modal from "@mui/material/Modal";
+import Tooltip from "@mui/material/Tooltip/Tooltip";
+import QContext from "QContext";
+import colors from "qqq/assets/theme/base/colors";
+import {QCancelButton, QSaveButton} from "qqq/components/buttons/DefaultButtons";
+import HelpContent, {hasHelpContent} from "qqq/components/misc/HelpContent";
+import AdvancedQueryPreview from "qqq/components/query/AdvancedQueryPreview";
+import {getCurrentSortIndicator} from "qqq/components/query/BasicAndAdvancedQueryControls";
+import Widget, {HeaderLinkButtonComponent} from "qqq/components/widgets/Widget";
+import QQueryColumns, {Column} from "qqq/models/query/QQueryColumns";
+import RecordQuery from "qqq/pages/records/query/RecordQuery";
+import Client from "qqq/utils/qqq/Client";
+import FilterUtils from "qqq/utils/qqq/FilterUtils";
+import React, {useContext, useEffect, useRef, useState} from "react";
+
+interface ReportSetupWidgetProps
+{
+   isEditable: boolean;
+   widgetMetaData: QWidgetMetaData;
+   recordValues: {[name: string]: any};
+   onSaveCallback?: (values: {[name: string]: any}) => void;
+}
+
+ReportSetupWidget.defaultProps = {
+   onSaveCallback: null
+};
+
+export const buttonSX =
+   {
+      border: `1px solid ${colors.grayLines.main} !important`,
+      borderRadius: "0.75rem",
+      textTransform: "none",
+      fontSize: "1rem",
+      fontWeight: "400",
+      paddingLeft: "1rem",
+      paddingRight: "1rem",
+      opacity: "1",
+      color: colors.dark.main,
+      "&:hover": {color: colors.dark.main},
+      "&:focus": {color: colors.dark.main},
+      "&:focus:not(:hover)": {color: colors.dark.main},
+   };
+
+export const unborderedButtonSX = Object.assign({}, buttonSX);
+unborderedButtonSX.border = "none !important";
+unborderedButtonSX.opacity = "0.7";
+
+
+const qController = Client.getInstance();
+
+/*******************************************************************************
+ ** Component for editing the main setup of a report - that is: filter & columns
+ *******************************************************************************/
+export default function ReportSetupWidget({isEditable, widgetMetaData, recordValues, onSaveCallback}: ReportSetupWidgetProps): JSX.Element
+{
+   const [modalOpen, setModalOpen] = useState(false);
+   const [tableMetaData, setTableMetaData] = useState(null as QTableMetaData);
+
+   const [alertContent, setAlertContent] = useState(null as string);
+
+   //////////////////////////////////////////////////////////////////////////////////////////////////
+   // we'll actually keep 2 copies of the query filter around here -                               //
+   // the one in the record (as json) is one that the backend likes (e.g., possible values as ids) //
+   // this "frontend" one is one that the frontend can use (possible values as objects w/ labels). //
+   //////////////////////////////////////////////////////////////////////////////////////////////////
+   const [frontendQueryFilter, setFrontendQueryFilter] = useState(null as QQueryFilter);
+
+   const {helpHelpActive} = useContext(QContext);
+
+   const recordQueryRef = useRef();
+
+   /////////////////////////////
+   // load values from record //
+   /////////////////////////////
+   let queryFilter = recordValues["queryFilterJson"] && JSON.parse(recordValues["queryFilterJson"]) as QQueryFilter;
+   let usingDefaultEmptyFilter = false;
+   if(!queryFilter)
+   {
+      queryFilter = new QQueryFilter();
+      usingDefaultEmptyFilter = true;
+   }
+
+   let columns: QQueryColumns = null;
+   if(recordValues["columnsJson"])
+   {
+      columns = QQueryColumns.buildFromJSON(recordValues["columnsJson"]);
+   }
+
+   //////////////////////////////////////////////////////////////////////
+   // load tableMetaData initially, and if/when selected table changes //
+   //////////////////////////////////////////////////////////////////////
+   useEffect(() =>
+   {
+      if (recordValues["tableName"] && (tableMetaData == null || tableMetaData.name != recordValues["tableName"]))
+      {
+         (async () =>
+         {
+            const tableMetaData = await qController.loadTableMetaData(recordValues["tableName"])
+            setTableMetaData(tableMetaData);
+
+            const queryFilterForFrontend = Object.assign({}, queryFilter);
+            await FilterUtils.cleanupValuesInFilerFromQueryString(qController, tableMetaData, queryFilterForFrontend)
+            setFrontendQueryFilter(queryFilterForFrontend)
+         })();
+      }
+   }, [recordValues]);
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function openEditor()
+   {
+      if(recordValues["tableName"])
+      {
+         setModalOpen(true);
+      }
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function saveClicked()
+   {
+      if(!onSaveCallback)
+      {
+         console.log("onSaveCallback was not defined");
+         return;
+      }
+
+      // @ts-ignore possibly 'undefined'.
+      const view = recordQueryRef?.current?.getCurrentView();
+
+      view.queryColumns.sortColumnsFixingPinPositions();
+
+      //////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      // keep the query filter that came from the recordQuery screen as the front-end version (w/ possible value objects) //
+      // but prep a copy of it for the backend, to stringify as json in the record being edited                           //
+      //////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      setFrontendQueryFilter(view.queryFilter);
+      const filter = FilterUtils.prepQueryFilterForBackend(tableMetaData, view.queryFilter);
+
+      onSaveCallback({queryFilterJson: JSON.stringify(filter), columnsJson: JSON.stringify(view.queryColumns)});
+
+      closeEditor();
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function closeEditor(event?: {}, reason?: "backdropClick" | "escapeKeyDown")
+   {
+      if(reason == "backdropClick" || reason == "escapeKeyDown")
+      {
+         return;
+      }
+
+      setModalOpen(false);
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function renderColumn(column: Column): JSX.Element
+   {
+      const [field, table] = FilterUtils.getField(tableMetaData, column.name)
+
+      if(!column || !column.isVisible || column.name == "__check__" || !field)
+      {
+         return (<React.Fragment />);
+      }
+
+      const tableLabelPart = table.name != tableMetaData.name ? table.label + ": " : "";
+
+      return (<Box mr="0.375rem" mb="0.5rem" border={`1px solid ${colors.grayLines.main}`} borderRadius="0.75rem" p="0.25rem 0.75rem">
+         {tableLabelPart}{field.label}
+      </Box>);
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function mayShowQueryPreview(): boolean
+   {
+      if(tableMetaData)
+      {
+         if(frontendQueryFilter?.criteria?.length > 0 || frontendQueryFilter?.subFilters?.length > 0)
+         {
+            return (true);
+         }
+      }
+
+      return (false);
+   }
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function mayShowColumnsPreview(): boolean
+   {
+      if(tableMetaData)
+      {
+         for(let i = 0; i<columns?.columns?.length; i++)
+         {
+            if(columns.columns[i].isVisible && columns.columns[i].name != "__check__")
+            {
+               return (true);
+            }
+         }
+      }
+
+      return (false);
+   }
+
+   const helpRoles = isEditable ? [recordValues["id"] ? "EDIT_SCREEN" : "INSERT_SCREEN", "WRITE_SCREENS", "ALL_SCREENS"] : ["VIEW_SCREEN", "READ_SCREENS", "ALL_SCREENS"];
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function showHelp(slot: string)
+   {
+      return (helpHelpActive || hasHelpContent(widgetMetaData?.helpContent?.get(slot), helpRoles));
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function getHelpContent(slot: string)
+   {
+      const key = `widget:${widgetMetaData.name};slot:${slot}`;
+      return <HelpContent helpContents={widgetMetaData?.helpContent?.get(slot)} roles={helpRoles} helpContentKey={key} />;
+   }
+
+   /////////////////////////////////////////////////
+   // add link to widget header for opening modal //
+   /////////////////////////////////////////////////
+   const selectTableFirstTooltipTitle = tableMetaData ? null : "You must select a table before you can set up your report filters and columns";
+   const labelAdditionalElementsRight: JSX.Element[] = []
+   if(isEditable)
+   {
+      labelAdditionalElementsRight.push(<HeaderLinkButtonComponent label="Edit Filters and Columns" onClickCallback={openEditor} disabled={tableMetaData == null} disabledTooltip={selectTableFirstTooltipTitle} />)
+   }
+
+
+   return (<Widget widgetMetaData={widgetMetaData} labelAdditionalElementsRight={labelAdditionalElementsRight}>
+      <React.Fragment>
+         {
+            showHelp("sectionSubhead") &&
+            <Box color={colors.gray.main} pb={"0.5rem"} fontSize={"0.875rem"}>
+               {getHelpContent("sectionSubhead")}
+            </Box>
+         }
+         <Collapse in={Boolean(alertContent)}>
+            <Alert severity="error" sx={{mt: 1.5, mb: 0.5}} onClose={() => setAlertContent(null)}>{alertContent}</Alert>
+         </Collapse>
+         <Box pt="0.5rem">
+            <Box display="flex" justifyContent="space-between" alignItems="center">
+               <h5>Query Filter</h5>
+               <Box fontSize="0.75rem" fontWeight="700">{mayShowQueryPreview() && getCurrentSortIndicator(frontendQueryFilter, tableMetaData, null)}</Box>
+            </Box>
+            {
+               mayShowQueryPreview() &&
+               <AdvancedQueryPreview tableMetaData={tableMetaData} queryFilter={frontendQueryFilter} isEditable={false} isQueryTooComplex={frontendQueryFilter.subFilters?.length > 0} removeCriteriaByIndexCallback={null} />
+            }
+            {
+               !mayShowQueryPreview() &&
+               <Box width="100%" sx={{fontSize: "1rem", background: "#FFFFFF"}} minHeight={"2.5rem"} p={"0.5rem"} pb={"0.125rem"} borderRadius="0.75rem" border={`1px solid ${colors.grayLines.main}`}>
+                  {
+                     isEditable &&
+                     <Tooltip title={selectTableFirstTooltipTitle}>
+                        <span><Button disabled={!recordValues["tableName"]} sx={{mb: "0.125rem", ...unborderedButtonSX}} onClick={openEditor}>+ Add Filters</Button></span>
+                     </Tooltip>
+                  }
+                  {
+                     !isEditable && <Box color={colors.gray.main}>Your report has no filters.</Box>
+                  }
+               </Box>
+            }
+         </Box>
+         <Box pt="1rem">
+            <h5>Columns</h5>
+            <Box display="flex" flexWrap="wrap" fontSize="1rem">
+               {
+                  mayShowColumnsPreview() &&
+                  columns.columns.map((column, i) => <React.Fragment key={i}>{renderColumn(column)}</React.Fragment>)
+               }
+               {
+                  !mayShowColumnsPreview() &&
+                  <Box width="100%" sx={{fontSize: "1rem", background: "#FFFFFF"}} minHeight={"2.375rem"} p={"0.5rem"} pb={"0.125rem"}>
+                     {
+                        isEditable &&
+                        <Tooltip title={selectTableFirstTooltipTitle}>
+                           <span><Button disabled={!recordValues["tableName"]} sx={unborderedButtonSX} onClick={openEditor}>+ Add Columns</Button></span>
+                        </Tooltip>
+                     }
+                     {
+                        !isEditable && <Box color={colors.gray.main}>Your report has no columns.</Box>
+                     }
+                  </Box>
+               }
+            </Box>
+         </Box>
+         {
+            modalOpen &&
+            <Modal open={modalOpen} onClose={(event, reason) => closeEditor(event, reason)}>
+               <div>
+                  <Box sx={{position: "absolute", overflowY: "auto", maxHeight: "100%", width: "100%"}}>
+                     <Card sx={{m: "2rem", p: "2rem"}}>
+                        <h3>Edit Filters and Columns</h3>
+                        {
+                           showHelp("modalSubheader") &&
+                           <Box color={colors.gray.main} pb={"0.5rem"}>
+                              {getHelpContent("modalSubheader")}
+                           </Box>
+                        }
+                        {
+                           tableMetaData && <RecordQuery
+                              ref={recordQueryRef}
+                              table={tableMetaData}
+                              usage="reportSetup"
+                              isModal={true}
+                              initialQueryFilter={usingDefaultEmptyFilter ? null : frontendQueryFilter}
+                              initialColumns={columns}
+                           />
+                        }
+
+                        <Box>
+                           <Box display="flex" justifyContent="flex-end">
+                              <QCancelButton disabled={false} onClickHandler={closeEditor} />
+                              <QSaveButton label="OK" iconName="check" disabled={false} onClickHandler={saveClicked} />
+                           </Box>
+                        </Box>
+                     </Card>
+                  </Box>
+               </div>
+            </Modal>
+         }
+      </React.Fragment>
+   </Widget>);
+}

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

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

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

@@ -18,6 +18,7 @@
  * along with this program.  If not, see <https://www.gnu.org/licenses/>.
  */
 
+import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
 import {tooltipClasses, TooltipProps} from "@mui/material";
 import Autocomplete from "@mui/material/Autocomplete";
 import Box from "@mui/material/Box";
@@ -29,17 +30,19 @@ import TableContainer from "@mui/material/TableContainer";
 import TableRow from "@mui/material/TableRow";
 import Tooltip from "@mui/material/Tooltip";
 import parse from "html-react-parser";
-import {useEffect, useMemo, useState} from "react";
-import {useAsyncDebounce, useGlobalFilter, usePagination, useSortBy, useTable, useExpanded} from "react-table";
+import React, {useEffect, useMemo, useState} from "react";
+import {useAsyncDebounce, useExpanded, useGlobalFilter, usePagination, useSortBy, useTable} from "react-table";
 import colors from "qqq/assets/theme/base/colors";
 import MDInput from "qqq/components/legacy/MDInput";
 import MDPagination from "qqq/components/legacy/MDPagination";
 import MDTypography from "qqq/components/legacy/MDTypography";
+import CompositeWidget from "qqq/components/widgets/CompositeWidget";
 import DataTableBodyCell from "qqq/components/widgets/tables/cells/DataTableBodyCell";
 import DataTableHeadCell from "qqq/components/widgets/tables/cells/DataTableHeadCell";
 import DefaultCell from "qqq/components/widgets/tables/cells/DefaultCell";
 import ImageCell from "qqq/components/widgets/tables/cells/ImageCell";
 import {TableDataInput} from "qqq/components/widgets/tables/TableCard";
+import WidgetBlock from "qqq/components/widgets/WidgetBlock";
 
 interface Props
 {
@@ -57,6 +60,7 @@ interface Props
    };
    isSorted?: boolean;
    noEndBorder?: boolean;
+   widgetMetaData: QWidgetMetaData;
 }
 
 DataTable.defaultProps = {
@@ -92,6 +96,7 @@ function DataTable({
    pagination,
    isSorted,
    noEndBorder,
+   widgetMetaData
 }: Props): JSX.Element
 {
    let defaultValue: any;
@@ -168,6 +173,17 @@ function DataTable({
       );
    }
 
+   if(table.columnHeaderTooltips)
+   {
+      for (let column of columnsToMemo)
+      {
+         if(table.columnHeaderTooltips[column.accessor])
+         {
+            column.tooltip = table.columnHeaderTooltips[column.accessor];
+         }
+      }
+   }
+
    const columns = useMemo<any>(() => columnsToMemo, [table]);
    const data = useMemo<any>(() => table.rows, [table]);
    const gridTemplateColumns = widths.join(" ");
@@ -280,21 +296,36 @@ function DataTable({
       entriesEnd = pageSize * (pageIndex + 1);
    }
 
+   let visibleFooterRows = 1;
+   if(expanded && expanded[`${table.rows.length-1}`])
+   {
+      //////////////////////////////////////////////////
+      // todo - should count how many are expanded... //
+      //////////////////////////////////////////////////
+      visibleFooterRows = 2;
+   }
+
    function getTable(includeHead: boolean, rows: any, isFooter: boolean)
    {
       let boxStyle = {};
       if(fixedStickyLastRow)
       {
          boxStyle = isFooter
-            ? {borderTop: `0.0625rem solid ${colors.grayLines.main};`, overflow: "auto", scrollbarGutter: "stable"}
-            : {height: fixedHeight ? `${fixedHeight}px` : "360px", overflowY: "scroll", scrollbarGutter: "stable", marginBottom: "-1px"};
+            ? {borderTop: `0.0625rem solid ${colors.grayLines.main};`, backgroundColor: "#EEEEEE"}
+            : {flexGrow: 1, overflowY: "scroll", scrollbarGutter: "stable", marginBottom: "-1px"};
       }
 
-      return <Box sx={boxStyle}>
+      let innerBoxStyle = {};
+      if(fixedStickyLastRow && isFooter)
+      {
+         innerBoxStyle = {overflowY: "auto", scrollbarGutter: "stable"};
+      }
+
+      return <Box sx={boxStyle}><Box sx={innerBoxStyle}>
          <Table {...getTableProps()}>
             {
                includeHead && (
-                  <Box component="thead" sx={{position: "sticky", top: 0, background: "white"}}>
+                  <Box component="thead" sx={{position: "sticky", top: 0, background: "white", zIndex: 10}}>
                      {headerGroups.map((headerGroup: any, i: number) => (
                         <TableRow key={i} {...headerGroup.getHeaderGroupProps()} sx={{display: "grid", gridTemplateColumns: gridTemplateColumns}}>
                            {headerGroup.headers.map((column: any) => (
@@ -304,6 +335,7 @@ function DataTable({
                                     {...column.getHeaderProps(isSorted && column.getSortByToggleProps())}
                                     align={column.align ? column.align : "left"}
                                     sorted={setSortedValue(column)}
+                                    tooltip={column.tooltip}
                                  >
                                     {column.render("header")}
                                  </DataTableHeadCell>
@@ -341,13 +373,23 @@ function DataTable({
                      overrideNoEndBorder = true;
                   }
 
+                  let background = "initial";
+                  if(isFooter)
+                  {
+                     background = "#EEEEEE";
+                  }
+                  else if(row.depth > 0 || row.isExpanded)
+                  {
+                     background = "#FAFAFA";
+                  }
+
                   return (
-                     <TableRow sx={{verticalAlign: "top", display: "grid", gridTemplateColumns: gridTemplateColumns, background: (row.depth > 0 ? "#FAFAFA" : "initial")}} key={key} {...row.getRowProps()}>
+                     <TableRow sx={{verticalAlign: "top", display: "grid", gridTemplateColumns: gridTemplateColumns, background: background}} key={key} {...row.getRowProps()}>
                         {row.cells.map((cell: any) => (
                            cell.column.type !== "hidden" && (
                               <DataTableBodyCell
                                  key={key}
-                                 noBorder={noEndBorder || overrideNoEndBorder}
+                                 noBorder={noEndBorder || overrideNoEndBorder || row.isExpanded}
                                  depth={row.depth}
                                  align={cell.column.align ? cell.column.align : "left"}
                                  {...cell.getCellProps()}
@@ -372,7 +414,21 @@ function DataTable({
                                  }
                                  {
                                     cell.column.type === "html" && (
-                                       <DefaultCell isFooter={isFooter}>{parse(cell.value)}</DefaultCell>
+                                       <DefaultCell isFooter={isFooter}>{parse(cell.value ?? "")}</DefaultCell>
+                                    )
+                                 }
+                                 {
+                                    cell.column.type === "composite" && (
+                                       <DefaultCell isFooter={isFooter}>
+                                          <CompositeWidget widgetMetaData={widgetMetaData} data={cell.value} />
+                                       </DefaultCell>
+                                    )
+                                 }
+                                 {
+                                    cell.column.type === "block" && (
+                                       <DefaultCell isFooter={isFooter}>
+                                          <WidgetBlock widgetMetaData={widgetMetaData} block={cell.value} />
+                                       </DefaultCell>
                                     )
                                  }
                                  {
@@ -397,11 +453,11 @@ function DataTable({
 
             </TableBody>
          </Table>
-      </Box>
+      </Box></Box>
    }
 
    return (
-      <TableContainer sx={{boxShadow: "none"}}>
+      <TableContainer sx={{boxShadow: "none", height: fixedHeight ? `${fixedHeight}px` : "auto"}}>
          {entriesPerPage && ((hidePaginationDropdown !== undefined && !hidePaginationDropdown) || canSearch) ? (
             <Box display="flex" justifyContent="space-between" alignItems="center" p={3}>
                {entriesPerPage && (hidePaginationDropdown === undefined || !hidePaginationDropdown) && (
@@ -448,14 +504,16 @@ function DataTable({
             </Box>
          ) : null}
 
-         {
-            fixedStickyLastRow ? (
-               <>
-                  {getTable(true, page.slice(0, page.length -1), false)}
-                  {getTable(false, page.slice(page.length-1), true)}
-               </>
-            ) : getTable(true, page, false)
-         }
+         <Box display="flex" justifyContent="space-between" flexDirection="column" height="100%">
+            {
+               fixedStickyLastRow ? (
+                  <>
+                     {getTable(true, page.slice(0, page.length - visibleFooterRows), false)}
+                     {getTable(false, page.slice(page.length - visibleFooterRows), true)}
+                  </>
+               ) : getTable(true, page, false)
+            }
+         </Box>
 
          <Box
             display="flex"

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

@@ -20,6 +20,7 @@
  */
 
 import {QInstance} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QInstance";
+import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
 import {Skeleton} from "@mui/material";
 import Box from "@mui/material/Box";
 import Table from "@mui/material/Table";
@@ -42,6 +43,7 @@ import Client from "qqq/utils/qqq/Client";
 export interface TableDataInput
 {
    columns: { [key: string]: any }[];
+   columnHeaderTooltips?: { [columnName: string]: string | JSX.Element }
    rows: { [key: string]: any }[];
 }
 
@@ -57,10 +59,11 @@ interface Props
    fixedStickyLastRow?: boolean;
    fixedHeight?: number;
    data: TableDataInput;
+   widgetMetaData: QWidgetMetaData;
 }
 
 const qController = Client.getInstance();
-function TableCard({noRowsFoundHTML, data, rowsPerPage, hidePaginationDropdown, fixedStickyLastRow, fixedHeight}: Props): JSX.Element
+function TableCard({noRowsFoundHTML, data, rowsPerPage, hidePaginationDropdown, fixedStickyLastRow, fixedHeight, widgetMetaData}: Props): JSX.Element
 {
    const [qInstance, setQInstance] = useState(null as QInstance);
 
@@ -74,7 +77,7 @@ function TableCard({noRowsFoundHTML, data, rowsPerPage, hidePaginationDropdown,
    }, []);
 
    return (
-      <Box py={1} mx={-2}>
+      <Box className="tableCard" mx={-2} mb="-28px" pt="11px" pb="0.25rem">
          {
             data && data.columns && !noRowsFoundHTML ?
                <DataTable
@@ -85,9 +88,10 @@ function TableCard({noRowsFoundHTML, data, rowsPerPage, hidePaginationDropdown,
                   fixedHeight={fixedHeight}
                   showTotalEntries={false}
                   isSorted={false}
+                  widgetMetaData={widgetMetaData}
                />
                : noRowsFoundHTML ?
-                  <Box p={3} pt={1} pb={1} sx={{textAlign: "center"}}>
+                  <Box p={3} pt={0} pb={3} sx={{textAlign: "center"}}>
                      <MDTypography
                         variant="subtitle2"
                         color="secondary"

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

@@ -21,16 +21,14 @@
 
 
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
-import Button from "@mui/material/Button";
-import Icon from "@mui/material/Icon";
-import Tooltip from "@mui/material/Tooltip/Tooltip";
-import Typography from "@mui/material/Typography";
 // @ts-ignore
 import {htmlToText} from "html-to-text";
-import React, {useEffect, useState} from "react";
-import colors from "qqq/assets/theme/base/colors";
+import React, {useContext, useEffect, useState} from "react";
+import QContext from "QContext";
+import HelpContent, {hasHelpContent} from "qqq/components/misc/HelpContent";
 import TableCard from "qqq/components/widgets/tables/TableCard";
 import Widget, {WidgetData} from "qqq/components/widgets/Widget";
+import {WidgetUtils} from "qqq/components/widgets/WidgetUtils";
 import HtmlUtils from "qqq/utils/HtmlUtils";
 import ValueUtils from "qqq/utils/qqq/ValueUtils";
 
@@ -50,6 +48,7 @@ function TableWidget(props: Props): JSX.Element
    const [isExportDisabled, setIsExportDisabled] = useState(false); // hmm, would like true here, but it broke...
    const [csv, setCsv] = useState(null as string);
    const [fileName, setFileName] = useState(null as string);
+   const {helpHelpActive} = useContext(QContext);
 
    const rows = props.widgetData?.rows;
    const columns = props.widgetData?.columns;
@@ -105,7 +104,7 @@ function TableWidget(props: Props): JSX.Element
 
          setCsv(csv);
 
-         const fileName = (props.widgetData.label ?? props.widgetMetaData.label) + " " + ValueUtils.formatDateTimeForFileName(new Date()) + ".csv";
+         const fileName = WidgetUtils.makeExportFileName(props.widgetData, props.widgetMetaData);
          setFileName(fileName)
 
          console.log(`useEffect, setting fileName ${fileName}`);
@@ -115,7 +114,13 @@ function TableWidget(props: Props): JSX.Element
 
    const onExportClick = () =>
    {
-      if(csv)
+      if(props.widgetData?.csvData)
+      {
+         const csv = WidgetUtils.widgetCsvDataToString(props.widgetData);
+         const fileName = WidgetUtils.makeExportFileName(props.widgetData, props.widgetMetaData);
+         HtmlUtils.download(fileName, csv);
+      }
+      else if(csv)
       {
          HtmlUtils.download(fileName, csv);
       }
@@ -128,11 +133,24 @@ function TableWidget(props: Props): JSX.Element
    const labelAdditionalElementsLeft: JSX.Element[] = [];
    if(props.widgetMetaData?.showExportButton)
    {
-      labelAdditionalElementsLeft.push(
-         <Typography key={1} variant="body2" py={2} px={0} display="inline" position="relative" top="-0.25rem">
-            <Tooltip title="Export"><Button sx={{px: 1, py: 0, minWidth: "initial"}} onClick={onExportClick} disabled={false}><Icon sx={{color: colors.gray.main, fontSize: 1.125}}>save_alt</Icon></Button></Tooltip>
-         </Typography>
-      );
+      labelAdditionalElementsLeft.push(WidgetUtils.generateExportButton(onExportClick));
+   }
+
+   //////////////////////////////////////////////////////
+   // look for column-header tooltips from helpContent //
+   //////////////////////////////////////////////////////
+   const columnHeaderTooltips: {[columnName: string]: JSX.Element} = {}
+   for (let column of props.widgetData?.columns ?? [])
+   {
+      const helpRoles = ["ALL_SCREENS"]
+      const slotName = `columnHeader=${column.accessor}`;
+      const showHelp = helpHelpActive || hasHelpContent(props.widgetMetaData?.helpContent?.get(slotName), helpRoles);
+
+      if(showHelp)
+      {
+         const formattedHelpContent = <HelpContent helpContents={props.widgetMetaData?.helpContent?.get(slotName)} roles={helpRoles} helpContentKey={`widget:${props.widgetMetaData?.name};slot:${slotName}`} />;
+         columnHeaderTooltips[column.accessor] = formattedHelpContent;
+      }
    }
 
    return (
@@ -150,7 +168,8 @@ function TableWidget(props: Props): JSX.Element
             hidePaginationDropdown={props.widgetData?.hidePaginationDropdown}
             fixedStickyLastRow={props.widgetData?.fixedStickyLastRow}
             fixedHeight={props.widgetData?.fixedHeight}
-            data={{columns: props.widgetData?.columns, rows: props.widgetData?.rows}}
+            data={{columns: props.widgetData?.columns, rows: props.widgetData?.rows, columnHeaderTooltips: columnHeaderTooltips}}
+            widgetMetaData={props.widgetMetaData}
          />
       </Widget>
    );

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

@@ -21,8 +21,8 @@
 
 import Box from "@mui/material/Box";
 import {Theme} from "@mui/material/styles";
-import {ReactNode} from "react";
 import colors from "qqq/assets/theme/base/colors";
+import {ReactNode} from "react";
 
 // Declaring prop types for DataTableBodyCell
 interface Props
@@ -39,7 +39,7 @@ function DataTableBodyCell({noBorder, align, children}: Props): JSX.Element
          component="td"
          textAlign={align}
          py={1.5}
-         px={3}
+         px={1.5}
          sx={({palette: {light}, typography: {size}, borders: {borderWidth}}: Theme) => ({
             borderBottom: noBorder ? "none" : `${borderWidth[1]} solid ${colors.grayLines.main}`,
             fontSize: "0.875rem",
@@ -49,7 +49,7 @@ function DataTableBodyCell({noBorder, align, children}: Props): JSX.Element
             "@media (max-width: 1440px)": {
                fontSize: "0.875rem"
             },
-            "&:nth-child(1)": {
+            "&:nth-of-type(1)": {
                paddingLeft: "1rem"
             },
             "&:last-child": {

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

@@ -22,9 +22,10 @@
 import Box from "@mui/material/Box";
 import Icon from "@mui/material/Icon";
 import {Theme} from "@mui/material/styles";
-import {ReactNode} from "react";
+import Tooltip from "@mui/material/Tooltip";
 import colors from "qqq/assets/theme/base/colors";
 import {useMaterialUIController} from "qqq/context";
+import {ReactNode} from "react";
 
 // Declaring props types for DataTableHeadCell
 interface Props
@@ -33,9 +34,10 @@ interface Props
    children: ReactNode;
    sorted?: false | "none" | "asce" | "desc";
    align?: "left" | "right" | "center";
+   tooltip?: string | JSX.Element;
 }
 
-function DataTableHeadCell({width, children, sorted, align, ...rest}: Props): JSX.Element
+function DataTableHeadCell({width, children, sorted, align, tooltip, ...rest}: Props): JSX.Element
 {
    const [controller] = useMaterialUIController();
    const {darkMode} = controller;
@@ -45,10 +47,10 @@ function DataTableHeadCell({width, children, sorted, align, ...rest}: Props): JS
          component="th"
          width={width}
          py={1.5}
-         px={3}
+         px={1.5}
          sx={({palette: {light}, borders: {borderWidth}}: Theme) => ({
             borderBottom: `${borderWidth[1]} solid ${colors.grayLines.main}`,
-            "&:nth-child(1)": {
+            "&:nth-of-type(1)": {
                paddingLeft: "1rem"
             },
             "&:last-child": {
@@ -73,39 +75,43 @@ function DataTableHeadCell({width, children, sorted, align, ...rest}: Props): JS
                userSelect: sorted && "none",
             })}
          >
-            {children}
-            {sorted && (
-               <Box
-                  position="absolute"
-                  top={0}
-                  right={align !== "right" ? "16px" : 0}
-                  left={align === "right" ? "-5px" : "unset"}
-                  sx={({typography: {size}}: any) => ({
-                     fontSize: size.lg,
-                  })}
-               >
+            <>
+               {
+                  tooltip ? <Tooltip title={tooltip}><span style={{cursor: "default"}}>{children}</span></Tooltip> : children
+               }
+               {sorted && (
                   <Box
-                     sx={{
-                        position: "absolute",
-                        top: -6,
-                        color: sorted === "asce" ? "text" : "secondary",
-                        opacity: sorted === "asce" ? 1 : 0.5
-                     }}
+                     position="absolute"
+                     top={0}
+                     right={align !== "right" ? "16px" : 0}
+                     left={align === "right" ? "-5px" : "unset"}
+                     sx={({typography: {size}}: any) => ({
+                        fontSize: size.lg,
+                     })}
                   >
-                     <Icon>arrow_drop_up</Icon>
+                     <Box
+                        sx={{
+                           position: "absolute",
+                           top: -6,
+                           color: sorted === "asce" ? "text" : "secondary",
+                           opacity: sorted === "asce" ? 1 : 0.5
+                        }}
+                     >
+                        <Icon>arrow_drop_up</Icon>
+                     </Box>
+                     <Box
+                        sx={{
+                           position: "absolute",
+                           top: 0,
+                           color: sorted === "desc" ? "text" : "secondary",
+                           opacity: sorted === "desc" ? 1 : 0.5
+                        }}
+                     >
+                        <Icon>arrow_drop_down</Icon>
+                     </Box>
                   </Box>
-                  <Box
-                     sx={{
-                        position: "absolute",
-                        top: 0,
-                        color: sorted === "desc" ? "text" : "secondary",
-                        opacity: sorted === "desc" ? 1 : 0.5
-                     }}
-                  >
-                     <Icon>arrow_drop_down</Icon>
-                  </Box>
-               </Box>
-            )}
+               )}
+            </>
          </Box>
       </Box>
    );

src/qqq/models/fields/FieldRules.ts

@@ -0,0 +1,50 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+
+/*******************************************************************************
+ **
+ *******************************************************************************/
+export interface FieldRule
+{
+   trigger: FieldRuleTrigger;
+   sourceField: string;
+   action: FieldRuleAction;
+   targetField: string;
+}
+
+
+/*******************************************************************************
+ **
+ *******************************************************************************/
+export enum FieldRuleTrigger
+{
+   ON_CHANGE = "ON_CHANGE"
+}
+
+
+/*******************************************************************************
+ **
+ *******************************************************************************/
+export enum FieldRuleAction
+{
+   CLEAR_TARGET_FIELD = "CLEAR_TARGET_FIELD"
+}

src/qqq/models/misc/PivotTableDefinitionModels.ts

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

src/qqq/models/query/QQueryColumns.ts

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

src/qqq/models/query/RecordQueryView.ts

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

src/qqq/pages/apps/Home.tsx

@@ -31,8 +31,6 @@ import Box from "@mui/material/Box";
 import Card from "@mui/material/Card";
 import Divider from "@mui/material/Divider";
 import Grid from "@mui/material/Grid";
-import React, {useContext, useEffect, useState} from "react";
-import {Link, useLocation} from "react-router-dom";
 import QContext from "QContext";
 import colors from "qqq/assets/theme/base/colors";
 import MDTypography from "qqq/components/legacy/MDTypography";
@@ -41,6 +39,8 @@ import DashboardWidgets from "qqq/components/widgets/DashboardWidgets";
 import MiniStatisticsCard from "qqq/components/widgets/statistics/MiniStatisticsCard";
 import BaseLayout from "qqq/layouts/BaseLayout";
 import Client from "qqq/utils/qqq/Client";
+import React, {useContext, useEffect, useState} from "react";
+import {Link, useLocation} from "react-router-dom";
 
 const qController = Client.getInstance();
 
@@ -62,7 +62,7 @@ function AppHome({app}: Props): JSX.Element
    const [updatedTableCounts, setUpdatedTableCounts] = useState(new Date());
    const [widgets, setWidgets] = useState([] as any[]);
 
-   const {pageHeader, setPageHeader} = useContext(QContext);
+   const {pageHeader, recordAnalytics, setPageHeader} = useContext(QContext);
 
    const location = useLocation();
 
@@ -75,9 +75,20 @@ function AppHome({app}: Props): JSX.Element
       })();
    }, []);
 
+   const mdbMetaData = app?.supplementalAppMetaData?.get("materialDashboard");
+   let showAppLabelOnHomeScreen = true;
+   let includeTableCountsOnHomeScreen = true;
+   if(mdbMetaData)
+   {
+      showAppLabelOnHomeScreen = mdbMetaData.showAppLabelOnHomeScreen;
+      includeTableCountsOnHomeScreen = mdbMetaData.includeTableCountsOnHomeScreen;
+   }
+
    useEffect(() =>
    {
-      setPageHeader(app.label);
+      setPageHeader(null);
+      recordAnalytics({location: window.location, title: "App: " + app.label});
+      recordAnalytics({category: "appEvents", action: "loadAppScreen", label: app.label});
 
       if (!qInstance)
       {
@@ -121,48 +132,60 @@ function AppHome({app}: Props): JSX.Element
       const tableCountTexts = new Map<string, string>();
       newTables.forEach((table) =>
       {
-         tableCounts.set(table.name, {isLoading: true, value: null});
-
-         setTimeout(async () =>
+         if(includeTableCountsOnHomeScreen)
          {
-            const tableMetaData = await qController.loadTableMetaData(table.name);
-            let countResult = null;
-            if(tableMetaData.capabilities.has(Capability.TABLE_COUNT) && tableMetaData.readPermission)
+            tableCounts.set(table.name, {isLoading: true, value: null});
+            setTimeout(async () =>
             {
-               try
+               const tableMetaData = await qController.loadTableMetaData(table.name);
+               let countResult = null;
+               if (tableMetaData.capabilities.has(Capability.TABLE_COUNT) && tableMetaData.readPermission)
                {
-                  [countResult] = await qController.count(table.name);
+                  try
+                  {
+                     [countResult] = await qController.count(table.name);
 
-                  if (countResult !== null && countResult !== undefined)
-                  {
-                     tableCountNumbers.set(table.name, countResult.toLocaleString());
-                     tableCountTexts.set(table.name, countResult === 1 ? "total record" : "total records");
+                     if (countResult !== null && countResult !== undefined)
+                     {
+                        tableCountNumbers.set(table.name, countResult.toLocaleString());
+                        tableCountTexts.set(table.name, countResult === 1 ? "total record" : "total records");
+                     }
+                     else
+                     {
+                        tableCountNumbers.set(table.name, "–");
+                        tableCountTexts.set(table.name, " ");
+                     }
                   }
-                  else
+                  catch (e)
                   {
+                     console.log("Caught: " + e);
                      tableCountNumbers.set(table.name, "–");
                      tableCountTexts.set(table.name, " ");
                   }
                }
-               catch(e)
+               else
                {
-                  console.log("Caught: " + e);
                   tableCountNumbers.set(table.name, "–");
                   tableCountTexts.set(table.name, " ");
                }
-            }
-            else
-            {
-               tableCountNumbers.set(table.name, "–");
-               tableCountTexts.set(table.name, " ");
-            }
 
-            tableCounts.set(table.name, {isLoading: false, value: countResult});
+               tableCounts.set(table.name, {isLoading: false, value: countResult});
+               setTableCounts(tableCounts);
+               setTableCountNumbers(tableCountNumbers);
+               setTableCountTexts(tableCountTexts);
+               setUpdatedTableCounts(new Date());
+            }, 1);
+         }
+         else
+         {
+            tableCounts.set(table.name, {isLoading: false, value: null});
+            tableCountNumbers.set(table.name, " ");
+            tableCountTexts.set(table.name, " ");
+
             setTableCounts(tableCounts);
             setTableCountNumbers(tableCountNumbers);
             setTableCountTexts(tableCountTexts);
-            setUpdatedTableCounts(new Date());
-         }, 1);
+         }
       });
       setTableCounts(tableCounts);
 
@@ -208,6 +231,12 @@ function AppHome({app}: Props): JSX.Element
    {
       return (
          <BaseLayout>
+            {
+               showAppLabelOnHomeScreen &&
+               <Typography textTransform="capitalize" variant="h3">
+                  {app.label}
+               </Typography>
+            }
             <Grid container spacing={3}>
                <Grid item xs={12} lg={12}>
                   <Card sx={{overflow: "visible"}}>
@@ -253,13 +282,19 @@ function AppHome({app}: Props): JSX.Element
 
    return (
       <BaseLayout>
+         {
+            showAppLabelOnHomeScreen &&
+            <Typography textTransform="capitalize" variant="h3">
+               {app.label}
+            </Typography>
+         }
          <Box>
             {app.widgets && app.widgets.length > 0 && (
-               <Box pb={app.sections ? 2.375 : 0}>
+               <Box pb={app.sections ? 2.375 : 4} pt={"0.5rem"}>
                   <DashboardWidgets widgetMetaDataList={widgets} />
                </Box>
             )}
-            <Grid container spacing={3}>
+            <Grid container spacing={3} mt={"-1rem"}>
                {
                   app.sections ? (
                      <Grid item xs={12} lg={12}>
@@ -279,7 +314,7 @@ function AppHome({app}: Props): JSX.Element
                                  </Box>
                                  {
                                     section.processes ? (
-                                       <Box p={3} pl={5} pt={0} pb={1}>
+                                       <Box p={3} pl={3} pt={0} pb={1}>
                                           <MDTypography variant="h6">Actions</MDTypography>
                                        </Box>
                                     ) : null
@@ -320,7 +355,7 @@ function AppHome({app}: Props): JSX.Element
                                  }
                                  {
                                     section.reports ? (
-                                       <Box p={3} pl={5} pt={0} pb={1}>
+                                       <Box p={3} pl={3} pt={0} pb={1}>
                                           <MDTypography variant="h6">Reports</MDTypography>
                                        </Box>
                                     ) : null
@@ -363,7 +398,7 @@ function AppHome({app}: Props): JSX.Element
                                  }
                                  {
                                     section.tables ? (
-                                       <Box p={3} pl={5} pb={1} pt={0}>
+                                       <Box p={3} pl={3} pb={1} pt={0}>
                                           <MDTypography variant="h6">Data</MDTypography>
                                        </Box>
                                     ) : null
@@ -375,6 +410,13 @@ function AppHome({app}: Props): JSX.Element
                                              section.tables.map((tableName) =>
                                              {
                                                 let table = app.childMap.get(tableName);
+                                                let count = "";
+                                                let percentage = "";
+                                                if(includeTableCountsOnHomeScreen)
+                                                {
+                                                   count = !tableCounts.has(table.name) || tableCounts.get(table.name).isLoading ? "..." : (tableCountNumbers.get(table.name));
+                                                   percentage = !tableCounts.has(table.name) || tableCounts.get(table.name).isLoading ? "" : (tableCountTexts.get(table.name));
+                                                }
                                                 return (
                                                    <Grid key={table.name} item xs={12} md={12} lg={tileSizeLg}>
                                                       {hasTablePermission(tableName) ?
@@ -382,8 +424,8 @@ function AppHome({app}: Props): JSX.Element
                                                             <Box className="big-icon" mb={3}>
                                                                <MiniStatisticsCard
                                                                   title={{fontWeight: "bold", text: table.label}}
-                                                                  count={!tableCounts.has(table.name) || tableCounts.get(table.name).isLoading ? "..." : (tableCountNumbers.get(table.name))}
-                                                                  percentage={{color: "info", text: (!tableCounts.has(table.name) || tableCounts.get(table.name).isLoading ? "" : (tableCountTexts.get(table.name)))}}
+                                                                  count={count}
+                                                                  percentage={{color: "info", text: percentage}}
                                                                   icon={{color: "info", component: <Icon>{table.iconName || app.iconName}</Icon>}}
                                                                />
                                                             </Box>
@@ -391,8 +433,8 @@ function AppHome({app}: Props): JSX.Element
                                                          <Box mb={3} title="You do not have permission to access this table">
                                                             <MiniStatisticsCard
                                                                title={{fontWeight: "bold", text: table.label}}
-                                                               count={!tableCounts.has(table.name) || tableCounts.get(table.name).isLoading ? "..." : (tableCountNumbers.get(table.name))}
-                                                               percentage={{color: "info", text: (!tableCounts.has(table.name) || tableCounts.get(table.name).isLoading ? "" : (tableCountTexts.get(table.name)))}}
+                                                               count={count}
+                                                               percentage={{color: "info", text: percentage}}
                                                                icon={{color: "info", component: <Icon>{table.iconName || app.iconName}</Icon>}}
                                                                isDisabled={true}
                                                             />

src/qqq/pages/processes/ProcessRun.tsx

@@ -47,9 +47,6 @@ import {DataGridPro, GridColDef} from "@mui/x-data-grid-pro";
 import FormData from "form-data";
 import {Form, Formik} from "formik";
 import parse from "html-react-parser";
-import React, {useContext, useEffect, useState} from "react";
-import {useLocation, useNavigate, useParams} from "react-router-dom";
-import * as Yup from "yup";
 import QContext from "QContext";
 import {QCancelButton, QSubmitButton} from "qqq/components/buttons/DefaultButtons";
 import QDynamicForm from "qqq/components/forms/DynamicForm";
@@ -66,6 +63,9 @@ import {TABLE_VARIANT_LOCAL_STORAGE_KEY_ROOT} from "qqq/pages/records/query/Reco
 import Client from "qqq/utils/qqq/Client";
 import TableUtils from "qqq/utils/qqq/TableUtils";
 import ValueUtils from "qqq/utils/qqq/ValueUtils";
+import React, {useContext, useEffect, useState} from "react";
+import {useLocation, useNavigate, useParams} from "react-router-dom";
+import * as Yup from "yup";
 
 
 interface Props
@@ -91,7 +91,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
    const processNameParam = useParams().processName;
    const processName = process === null ? processNameParam : process.name;
    let tableVariantLocalStorageKey: string | null = null;
-   if(table)
+   if (table)
    {
       tableVariantLocalStorageKey = `${TABLE_VARIANT_LOCAL_STORAGE_KEY_ROOT}.${table.name}`;
    }
@@ -124,7 +124,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
    const [showErrorDetail, setShowErrorDetail] = useState(false);
    const [showFullHelpText, setShowFullHelpText] = useState(false);
 
-   const {pageHeader, setPageHeader} = useContext(QContext);
+   const {pageHeader, recordAnalytics, setPageHeader} = useContext(QContext);
 
    //////////////////////////////////////////////////////////////////////////////////////////////////////////////
    // for setting the processError state - call this function, which will also set the isUserFacingError state //
@@ -226,8 +226,19 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
       setShowFullHelpText(!showFullHelpText);
    };
 
-   const download = (url: string, fileName: string) =>
+   const download = (processValues: {[key: string]: string}) =>
    {
+      let url;
+      let fileName = processValues.downloadFileName;
+      if(processValues.serverFilePath)
+      {
+         url = `/download/${encodeURIComponent(processValues.downloadFileName)}?filePath=${encodeURIComponent(processValues.serverFilePath)}`;
+      }
+      else if(processValues.storageTableName && processValues.storageReference)
+      {
+         url = `/download/${encodeURIComponent(processValues.downloadFileName)}?storageTableName=${encodeURIComponent(processValues.storageTableName)}&storageReference=${encodeURIComponent(processValues.storageReference)}`;
+      }
+
       /////////////////////////////////////////////////////////////////////////////////////////////
       // todo - this could be simplified, i think?                                               //
       // it was originally built like this when we had to submit full access token to backend... //
@@ -416,10 +427,10 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                //////////////////////////////////////////////////
                step.components && (step.components.map((component: QFrontendComponent, index: number) =>
                {
-                  let helpRoles = ["PROCESS_SCREEN", "ALL_SCREENS"]
-                  if(component.type == QComponentType.BULK_EDIT_FORM)
+                  let helpRoles = ["PROCESS_SCREEN", "ALL_SCREENS"];
+                  if (component.type == QComponentType.BULK_EDIT_FORM)
                   {
-                     helpRoles = ["EDIT_SCREEN", "WRITE_SCREENS", "ALL_SCREENS"]
+                     helpRoles = ["EDIT_SCREEN", "WRITE_SCREENS", "ALL_SCREENS"];
                   }
 
                   return (
@@ -556,7 +567,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                                        Download
                                     </Box>
                                     <Box display="flex" py={1} pr={2}>
-                                       <MDTypography variant="button" fontWeight="bold" onClick={() => download(`/download/${processValues.downloadFileName}?filePath=${processValues.serverFilePath}`, processValues.downloadFileName)} sx={{cursor: "pointer"}}>
+                                       <MDTypography variant="button" fontWeight="bold" onClick={() => download(processValues)} sx={{cursor: "pointer"}}>
                                           <Box display="flex" alignItems="center" gap={1} py={1} pr={2}>
                                              <Icon fontSize="large">download_for_offline</Icon>
                                              {processValues.downloadFileName}
@@ -1068,7 +1079,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
 
    const handlePermissionDenied = (e: any): boolean =>
    {
-      if ((e as QException).status === "403")
+      if ((e as QException).status === 403)
       {
          setProcessError(`You do not have permission to run this ${isReport ? "report" : "process"}.`, true);
          return (true);
@@ -1146,6 +1157,10 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
             const processMetaData = await Client.getInstance().loadProcessMetaData(processName);
             setProcessMetaData(processMetaData);
             setSteps(processMetaData.frontendSteps);
+
+            recordAnalytics({location: window.location, title: "Process: " + processMetaData?.label});
+            recordAnalytics({category: "processEvents", action: "startProcess", label: processMetaData?.label});
+
             if (processMetaData.tableName && !tableMetaData)
             {
                try
@@ -1251,6 +1266,8 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
 
       setTimeout(async () =>
       {
+         recordAnalytics({category: "processEvents", action: "processStep", label: activeStep.label});
+
          const processResponse = await Client.getInstance().processStep(
             processName,
             processUUID,

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

@@ -21,6 +21,7 @@
 
 import {QController} from "@kingsrook/qqq-frontend-core/lib/controllers/QController";
 import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
+import {QFieldType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldType";
 import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
 import {QTableSection} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableSection";
 import {QJobComplete} from "@kingsrook/qqq-frontend-core/lib/model/processes/QJobComplete";
@@ -146,6 +147,11 @@ function ColumnStats({tableMetaData, fieldMetaData, fieldTableName, filter}: Pro
             const rows = DataGridUtils.makeRows(valueCounts, fakeTableMetaData);
             const columns = DataGridUtils.setupGridColumns(fakeTableMetaData, null, null, "bySection");
 
+            if(fieldMetaData.type == QFieldType.DATE_TIME)
+            {
+               columns[0].headerName = fieldMetaData.label + " (grouped by hour)"
+            }
+
             columns.forEach((c) =>
             {
                c.filterable = false;

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

@@ -28,9 +28,6 @@ import Button from "@mui/material/Button";
 import Card from "@mui/material/Card";
 import Grid from "@mui/material/Grid";
 import Snackbar from "@mui/material/Snackbar";
-import React, {useContext, useReducer, useState} from "react";
-import AceEditor from "react-ace";
-import {useParams} from "react-router-dom";
 import QContext from "QContext";
 import ScriptViewer from "qqq/components/widgets/misc/ScriptViewer";
 import BaseLayout from "qqq/layouts/BaseLayout";
@@ -41,6 +38,9 @@ import "ace-builds/src-noconflict/mode-java";
 import "ace-builds/src-noconflict/mode-javascript";
 import "ace-builds/src-noconflict/mode-json";
 import "ace-builds/src-noconflict/theme-github";
+import React, {useContext, useReducer, useState} from "react";
+import AceEditor from "react-ace";
+import {useParams} from "react-router-dom";
 import "ace-builds/src-noconflict/ext-language_tools";
 
 const qController = Client.getInstance();
@@ -69,13 +69,9 @@ function RecordDeveloperView({table}: Props): JSX.Element
    const [associatedScripts, setAssociatedScripts] = useState([] as any[]);
    const [notFoundMessage, setNotFoundMessage] = useState(null);
 
-   const [selectedTabs, setSelectedTabs] = useState({} as any);
-   const [viewingRevisions, setViewingRevisions] = useState({} as any);
-   const [scriptLogs, setScriptLogs] = useState({} as any);
-
    const [alertText, setAlertText] = useState(null as string);
 
-   const {setPageHeader} = useContext(QContext);
+   const {setPageHeader, recordAnalytics} = useContext(QContext);
    const [, forceUpdate] = useReducer((x) => x + 1, 0);
 
    if (!asyncLoadInited)
@@ -90,6 +86,8 @@ function RecordDeveloperView({table}: Props): JSX.Element
          const tableMetaData = await qController.loadTableMetaData(tableName);
          setTableMetaData(tableMetaData);
 
+         recordAnalytics({location: window.location, title: "Developer Mode: " + tableMetaData.label});
+
          //////////////////////////////
          // load top-level meta-data //
          //////////////////////////////
@@ -121,7 +119,7 @@ function RecordDeveloperView({table}: Props): JSX.Element
          {
             if (e instanceof QException)
             {
-               if ((e as QException).status === "404")
+               if ((e as QException).status === 404)
                {
                   setNotFoundMessage(`${tableMetaData.label} ${id} could not be found.`);
                   return;

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

@@ -46,16 +46,16 @@ import Menu from "@mui/material/Menu";
 import MenuItem from "@mui/material/MenuItem";
 import Modal from "@mui/material/Modal";
 import Tooltip from "@mui/material/Tooltip/Tooltip";
-import React, {useContext, useEffect, useState} from "react";
-import {useLocation, useNavigate, useParams} from "react-router-dom";
 import QContext from "QContext";
 import colors from "qqq/assets/theme/base/colors";
 import AuditBody from "qqq/components/audits/AuditBody";
-import {QActionsMenuButton, QCancelButton, QDeleteButton, QEditButton} from "qqq/components/buttons/DefaultButtons";
+import {QActionsMenuButton, QCancelButton, QDeleteButton, QEditButton, standardWidth} from "qqq/components/buttons/DefaultButtons";
 import EntityForm from "qqq/components/forms/EntityForm";
+import MDButton from "qqq/components/legacy/MDButton";
 import {GotoRecordButton} from "qqq/components/misc/GotoRecordDialog";
 import HelpContent, {hasHelpContent} from "qqq/components/misc/HelpContent";
 import QRecordSidebar from "qqq/components/misc/RecordSidebar";
+import ShareModal from "qqq/components/sharing/ShareModal";
 import DashboardWidgets from "qqq/components/widgets/DashboardWidgets";
 import BaseLayout from "qqq/layouts/BaseLayout";
 import ProcessRun from "qqq/pages/processes/ProcessRun";
@@ -65,6 +65,8 @@ import Client from "qqq/utils/qqq/Client";
 import ProcessUtils from "qqq/utils/qqq/ProcessUtils";
 import TableUtils from "qqq/utils/qqq/TableUtils";
 import ValueUtils from "qqq/utils/qqq/ValueUtils";
+import React, {useContext, useEffect, useState} from "react";
+import {useLocation, useNavigate, useParams} from "react-router-dom";
 
 const qController = Client.getInstance();
 
@@ -82,6 +84,10 @@ RecordView.defaultProps =
 
 const TABLE_VARIANT_LOCAL_STORAGE_KEY_ROOT = "qqq.tableVariant";
 
+
+/*******************************************************************************
+ ** Record View Screen component.
+ *******************************************************************************/
 function RecordView({table, launchProcess}: Props): JSX.Element
 {
    const {id} = useParams();
@@ -117,11 +123,14 @@ function RecordView({table, launchProcess}: Props): JSX.Element
    const [launchingProcess, setLaunchingProcess] = useState(launchProcess);
    const [showEditChildForm, setShowEditChildForm] = useState(null as any);
    const [showAudit, setShowAudit] = useState(false);
+   const [showShareModal, setShowShareModal] = useState(false);
+
+   const [isDeleteSubmitting, setIsDeleteSubmitting] = useState(false);
 
    const openActionsMenu = (event: any) => setActionsMenu(event.currentTarget);
    const closeActionsMenu = () => setActionsMenu(null);
 
-   const {accentColor, setPageHeader, tableMetaData, setTableMetaData, tableProcesses, setTableProcesses, dotMenuOpen, keyboardHelpOpen, helpHelpActive} = useContext(QContext);
+   const {accentColor, setPageHeader, tableMetaData, setTableMetaData, tableProcesses, setTableProcesses, dotMenuOpen, keyboardHelpOpen, helpHelpActive, recordAnalytics} = useContext(QContext);
 
    if (localStorage.getItem(tableVariantLocalStorageKey))
    {
@@ -148,9 +157,9 @@ function RecordView({table, launchProcess}: Props): JSX.Element
    ///////////////////////
    useEffect(() =>
    {
-      if(tableMetaData == null)
+      if (tableMetaData == null)
       {
-         (async() =>
+         (async () =>
          {
             const tableMetaData = await qController.loadTableMetaData(tableName);
             setTableMetaData(tableMetaData);
@@ -162,54 +171,54 @@ function RecordView({table, launchProcess}: Props): JSX.Element
          const type = (e.target as any).type;
          const validType = (type !== "text" && type !== "textarea" && type !== "input" && type !== "search");
 
-         if(validType && !dotMenuOpen && !keyboardHelpOpen && !showAudit && !showEditChildForm)
+         if (validType && !dotMenuOpen && !keyboardHelpOpen && !showAudit && !showEditChildForm)
          {
-            if (! e.metaKey && e.key === "n" && table.capabilities.has(Capability.TABLE_INSERT) && table.insertPermission)
+            if (!e.metaKey && !e.ctrlKey && e.key === "n" && table.capabilities.has(Capability.TABLE_INSERT) && table.insertPermission)
             {
-               e.preventDefault()
+               e.preventDefault();
                gotoCreate();
             }
-            else if (! e.metaKey && e.key === "e" && table.capabilities.has(Capability.TABLE_UPDATE) && table.editPermission)
+            else if (!e.metaKey && !e.ctrlKey && e.key === "e" && table.capabilities.has(Capability.TABLE_UPDATE) && table.editPermission)
             {
-               e.preventDefault()
+               e.preventDefault();
                navigate("edit");
             }
-            else if (! e.metaKey && e.key === "c" && table.capabilities.has(Capability.TABLE_INSERT) && table.insertPermission)
+            else if (!e.metaKey && !e.ctrlKey && e.key === "c" && table.capabilities.has(Capability.TABLE_INSERT) && table.insertPermission)
             {
-               e.preventDefault()
+               e.preventDefault();
                navigate("copy");
             }
-            else if (! e.metaKey && e.key === "d" && table.capabilities.has(Capability.TABLE_DELETE) && table.deletePermission)
+            else if (!e.metaKey && !e.ctrlKey && e.key === "d" && table.capabilities.has(Capability.TABLE_DELETE) && table.deletePermission)
             {
-               e.preventDefault()
+               e.preventDefault();
                handleClickDeleteButton();
             }
-            else if (! e.metaKey && e.key === "a" && metaData && metaData.tables.has("audit"))
+            else if (!e.metaKey && !e.ctrlKey && e.key === "a" && metaData && metaData.tables.has("audit"))
             {
-               e.preventDefault()
+               e.preventDefault();
                navigate("#audit");
             }
          }
-      }
+      };
 
-      document.addEventListener("keydown", down)
+      document.addEventListener("keydown", down);
       return () =>
       {
-         document.removeEventListener("keydown", down)
-      }
-   }, [dotMenuOpen, keyboardHelpOpen, showEditChildForm, showAudit, metaData, location])
+         document.removeEventListener("keydown", down);
+      };
+   }, [dotMenuOpen, keyboardHelpOpen, showEditChildForm, showAudit, metaData, location]);
 
    const gotoCreate = () =>
    {
       const path = `${pathParts.slice(0, -1).join("/")}/create`;
       navigate(path);
-   }
+   };
 
    const gotoEdit = () =>
    {
       const path = `${pathParts.slice(0, -1).join("/")}/${record.values.get(table.primaryKeyField)}/edit`;
       navigate(path);
-   }
+   };
 
    ////////////////////////////////////////////////////////////////////////////////////////////////////
    // monitor location changes - if we've clicked a link from viewing one record to viewing another, //
@@ -267,7 +276,7 @@ function RecordView({table, launchProcess}: Props): JSX.Element
          // if our table is in the -4 index, and there's `createChild` in the -2 index, try to open a createChild form //
          // e.g., person/42/createChild/address (to create an address under person 42)                                 //
          ////////////////////////////////////////////////////////////////////////////////////////////////////////////////
-         if(pathParts[pathParts.length - 4] === tableName && pathParts[pathParts.length - 2] == "createChild")
+         if (pathParts[pathParts.length - 4] === tableName && pathParts[pathParts.length - 2] == "createChild")
          {
             (async () =>
             {
@@ -298,7 +307,7 @@ function RecordView({table, launchProcess}: Props): JSX.Element
             }
          }
 
-         if(hashParts[0] == "#audit")
+         if (hashParts[0] == "#audit")
          {
             setShowAudit(true);
             return;
@@ -307,11 +316,11 @@ function RecordView({table, launchProcess}: Props): JSX.Element
          ///////////////////////////////////////////////////////////////////////////////////
          // look for anchor links - e.g., table section names.  return w/ no-op if found. //
          ///////////////////////////////////////////////////////////////////////////////////
-         if(tableSections)
+         if (tableSections)
          {
             for (let i = 0; i < tableSections.length; i++)
             {
-               if("#" + tableSections[i].name === location.hash)
+               if ("#" + tableSections[i].name === location.hash)
                {
                   return;
                }
@@ -345,11 +354,11 @@ function RecordView({table, launchProcess}: Props): JSX.Element
          section.fieldNames.forEach((fieldName) =>
          {
             const [field, tableForField] = TableUtils.getFieldAndTable(tableMetaData, fieldName);
-            if(tableForField && tableForField.name != tableMetaData.name)
+            if (tableForField && tableForField.name != tableMetaData.name)
             {
                visibleJoinTables.add(tableForField.name);
             }
-         })
+         });
       }
 
       return (visibleJoinTables);
@@ -361,15 +370,15 @@ function RecordView({table, launchProcess}: Props): JSX.Element
     *******************************************************************************/
    const getSectionHelp = (section: QTableSection) =>
    {
-      const helpRoles = ["VIEW_SCREEN", "READ_SCREENS", "ALL_SCREENS"]
+      const helpRoles = ["VIEW_SCREEN", "READ_SCREENS", "ALL_SCREENS"];
       const formattedHelpContent = <HelpContent helpContents={section.helpContents} roles={helpRoles} helpContentKey={`table:${tableName};section:${section.name}`} />;
 
       return formattedHelpContent && (
          <Box px={"1.5rem"} fontSize={"0.875rem"} color={colors.blueGray.main}>
             {formattedHelpContent}
          </Box>
-      )
-   }
+      );
+   };
 
 
    if (!asyncLoadInited)
@@ -384,6 +393,8 @@ function RecordView({table, launchProcess}: Props): JSX.Element
          const tableMetaData = await qController.loadTableMetaData(tableName);
          setTableMetaData(tableMetaData);
 
+         recordAnalytics({location: window.location, title: "View: " + tableMetaData.label});
+
          //////////////////////////////////////////////////////////////////
          // load top-level meta-data (e.g., to find processes for table) //
          //////////////////////////////////////////////////////////////////
@@ -401,11 +412,11 @@ function RecordView({table, launchProcess}: Props): JSX.Element
          //////////////////////////////////////////////////////
          // load processes that the routing needs to respect //
          //////////////////////////////////////////////////////
-         const allTableProcesses = ProcessUtils.getProcessesForTable(metaData, tableName, true) // these include hidden ones (e.g., to find the bulks)
+         const allTableProcesses = ProcessUtils.getProcessesForTable(metaData, tableName, true); // these include hidden ones (e.g., to find the bulks)
          const runRecordScriptProcess = metaData?.processes.get("runRecordScript");
          if (runRecordScriptProcess)
          {
-            allTableProcesses.unshift(runRecordScriptProcess)
+            allTableProcesses.unshift(runRecordScriptProcess);
          }
          setAllTableProcesses(allTableProcesses);
 
@@ -417,7 +428,7 @@ function RecordView({table, launchProcess}: Props): JSX.Element
 
          let queryJoins: QueryJoin[] = null;
          const visibleJoinTables = getVisibleJoinTables(tableMetaData);
-         if(visibleJoinTables.size > 0)
+         if (visibleJoinTables.size > 0)
          {
             queryJoins = TableUtils.getQueryJoins(tableMetaData, visibleJoinTables);
          }
@@ -430,6 +441,7 @@ function RecordView({table, launchProcess}: Props): JSX.Element
          {
             record = await qController.get(tableName, id, tableVariant, null, queryJoins);
             setRecord(record);
+            recordAnalytics({category: "tableEvents", action: "view", label: tableMetaData?.label + " / " + record?.recordLabel});
          }
          catch (e)
          {
@@ -439,7 +451,7 @@ function RecordView({table, launchProcess}: Props): JSX.Element
                {
                   HistoryUtils.ensurePathNotInHistory(location.pathname);
                }
-               catch(e)
+               catch (e)
                {
                   console.error("Error pushing history: " + e);
                }
@@ -447,13 +459,13 @@ function RecordView({table, launchProcess}: Props): JSX.Element
 
             if (e instanceof QException)
             {
-               if ((e as QException).status === "404")
+               if ((e as QException).status === 404)
                {
                   setNotFoundMessage(`${tableMetaData.label} ${id} could not be found.`);
                   historyPurge(location.pathname);
                   return;
                }
-               else if ((e as QException).status === "403")
+               else if ((e as QException).status === 403)
                {
                   setNotFoundMessage(`You do not have permission to view ${tableMetaData.label} records`);
                   historyPurge(location.pathname);
@@ -464,13 +476,13 @@ function RecordView({table, launchProcess}: Props): JSX.Element
 
          setPageHeader(record.recordLabel);
 
-         if(!launchingProcess)
+         if (!launchingProcess)
          {
             try
             {
                HistoryUtils.push({label: `${tableMetaData?.label}: ${record.recordLabel}`, path: location.pathname, iconName: table.iconName});
             }
-            catch(e)
+            catch (e)
             {
                console.error("Error pushing history: " + e);
             }
@@ -505,7 +517,7 @@ function RecordView({table, launchProcess}: Props): JSX.Element
                sectionFieldElements.set(section.name,
                   <Grid id={section.name} key={section.name} item lg={widgetMetaData.gridColumns ? widgetMetaData.gridColumns : 12} xs={12} sx={{display: "flex", alignItems: "stretch", flexGrow: 1, scrollMarginTop: "100px"}}>
                      <Box width="100%" flexGrow={1} alignItems="stretch">
-                        <DashboardWidgets key={section.name} tableName={tableMetaData.name} widgetMetaDataList={[widgetMetaData]} entityPrimaryKey={record.values.get(tableMetaData.primaryKeyField)} omitWrappingGridContainer={true} />
+                        <DashboardWidgets key={section.name} tableName={tableMetaData.name} widgetMetaDataList={[widgetMetaData]} record={record} entityPrimaryKey={record.values.get(tableMetaData.primaryKeyField)} omitWrappingGridContainer={true} />
                      </Box>
                   </Grid>
                );
@@ -522,27 +534,30 @@ function RecordView({table, launchProcess}: Props): JSX.Element
                         section.fieldNames.map((fieldName: string) =>
                         {
                            let [field, tableForField] = TableUtils.getFieldAndTable(tableMetaData, fieldName);
-                           let label = field.label;
+                           if (field != null)
+                           {
+                              let label = field.label;
 
-                           const helpRoles = ["VIEW_SCREEN", "READ_SCREENS", "ALL_SCREENS"]
-                           const showHelp = helpHelpActive || hasHelpContent(field.helpContents, helpRoles);
-                           const formattedHelpContent = <HelpContent helpContents={field.helpContents} roles={helpRoles} heading={label} helpContentKey={`table:${tableName};field:${fieldName}`} />;
+                              const helpRoles = ["VIEW_SCREEN", "READ_SCREENS", "ALL_SCREENS"];
+                              const showHelp = helpHelpActive || hasHelpContent(field.helpContents, helpRoles);
+                              const formattedHelpContent = <HelpContent helpContents={field.helpContents} roles={helpRoles} heading={label} helpContentKey={`table:${tableName};field:${fieldName}`} />;
 
-                           const labelElement = <Typography variant="button" textTransform="none" fontWeight="bold" pr={1} color="rgb(52, 71, 103)" sx={{cursor: "default"}}>{label}:</Typography>
+                              const labelElement = <Typography variant="button" textTransform="none" fontWeight="bold" pr={1} color="rgb(52, 71, 103)" sx={{cursor: "default"}}>{label}:</Typography>;
 
-                           return (
-                              <Box key={fieldName} flexDirection="row" 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)">
-                                       {ValueUtils.getDisplayValue(field, record, "view", fieldName)}
-                                    </Typography>
-                                 </>
-                              </Box>
-                           )
+                              return (
+                                 <Box key={fieldName} flexDirection="row" 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)">
+                                          {ValueUtils.getDisplayValue(field, record, "view", fieldName)}
+                                       </Typography>
+                                    </>
+                                 </Box>
+                              );
+                           }
                         })
                      }
                   </Box>
@@ -590,7 +605,7 @@ function RecordView({table, launchProcess}: Props): JSX.Element
          setSectionFieldElements(sectionFieldElements);
          setNonT1TableSections(nonT1TableSections);
 
-         if(location.state)
+         if (location.state)
          {
             let state: any = location.state;
             if (state["createSuccess"] || state["updateSuccess"])
@@ -603,9 +618,9 @@ function RecordView({table, launchProcess}: Props): JSX.Element
                setWarningMessage(state["warning"]);
             }
 
-            delete state["createSuccess"]
-            delete state["updateSuccess"]
-            delete state["warning"]
+            delete state["createSuccess"];
+            delete state["updateSuccess"];
+            delete state["warning"];
 
             window.history.replaceState(state, "");
          }
@@ -616,6 +631,7 @@ function RecordView({table, launchProcess}: Props): JSX.Element
    const handleClickDeleteButton = () =>
    {
       setDeleteConfirmationOpen(true);
+      setIsDeleteSubmitting(false);
    };
 
    const handleDeleteConfirmClose = () =>
@@ -625,22 +641,27 @@ function RecordView({table, launchProcess}: Props): JSX.Element
 
    const handleDelete = (event: { preventDefault: () => void }) =>
    {
+      setIsDeleteSubmitting(true);
       event?.preventDefault();
       (async () =>
       {
+         recordAnalytics({category: "tableEvents", action: "delete", label: tableMetaData?.label + " / " + record?.recordLabel});
+
          await qController.delete(tableName, id)
             .then(() =>
             {
+               setIsDeleteSubmitting(false);
                const path = pathParts.slice(0, -1).join("/");
                navigate(path, {state: {deleteSuccess: true}});
             })
             .catch((error) =>
             {
+               setIsDeleteSubmitting(false);
                setDeleteConfirmationOpen(false);
                console.log("Caught:");
                console.log(error);
 
-               if(error.message.toLowerCase().startsWith("warning"))
+               if (error.message.toLowerCase().startsWith("warning"))
                {
                   const path = pathParts.slice(0, -1).join("/");
                   navigate(path, {state: {deleteSuccess: true, warning: error.message}});
@@ -751,6 +772,44 @@ function RecordView({table, launchProcess}: Props): JSX.Element
       </Menu>
    );
 
+
+   /*******************************************************************************
+    ** function to open the sharing modal
+    *******************************************************************************/
+   const openShareModal = () =>
+   {
+      setShowShareModal(true);
+   };
+
+
+   /*******************************************************************************
+    ** function to close the sharing modal
+    *******************************************************************************/
+   const closeShareModal = () =>
+   {
+      setShowShareModal(false);
+   };
+
+
+   /*******************************************************************************
+    ** render the share button (if allowed for table)
+    *******************************************************************************/
+   const renderShareButton = () =>
+   {
+      if (tableMetaData && (tableMetaData.name == "savedReport" || tableMetaData.name == "savedView")) // todo - not just based on name
+      {
+         const shareDisabled = false; // todo - only share if you're the owner?  or do that in the modal?
+         return (<Box width={standardWidth} mr={3}>
+            <MDButton id="shareButton" type="button" color="info" size="small" onClick={() => openShareModal()} fullWidth startIcon={<Icon>share</Icon>} disabled={shareDisabled}>
+               Share
+            </MDButton>
+         </Box>);
+      }
+
+      return (<React.Fragment />);
+   };
+
+
    const openModalProcess = (process: QProcessMetaData = null) =>
    {
       navigate(process.name);
@@ -767,7 +826,7 @@ function RecordView({table, launchProcess}: Props): JSX.Element
       //////////////////////////////////////////////////////////////////////////
       // when closing a modal process, navigate up to the record being viewed //
       //////////////////////////////////////////////////////////////////////////
-      if(location.hash)
+      if (location.hash)
       {
          navigate(location.pathname);
       }
@@ -801,7 +860,7 @@ function RecordView({table, launchProcess}: Props): JSX.Element
       /////////////////////////////////////////////////
       // navigate back up to the record being viewed //
       /////////////////////////////////////////////////
-      if(location.hash)
+      if (location.hash)
       {
          navigate(location.pathname);
       }
@@ -828,7 +887,7 @@ function RecordView({table, launchProcess}: Props): JSX.Element
       /////////////////////////////////////////////////
       // navigate back up to the record being viewed //
       /////////////////////////////////////////////////
-      if(location.hash)
+      if (location.hash)
       {
          navigate(location.pathname);
       }
@@ -842,7 +901,7 @@ function RecordView({table, launchProcess}: Props): JSX.Element
 
    return (
       <BaseLayout>
-         <Box>
+         <Box className="recordView">
             <Grid container>
                <Grid item xs={12}>
                   <Box mb={3}>
@@ -864,7 +923,7 @@ function RecordView({table, launchProcess}: Props): JSX.Element
                               }
                               {
                                  warningMessage ?
-                                    <Alert color="warning" sx={{mb: 3}} onClose={() =>
+                                    <Alert color="warning" sx={{mb: 3}} icon={<Icon>warning</Icon>} onClose={() =>
                                     {
                                        setWarningMessage(null);
                                     }}>
@@ -906,6 +965,7 @@ function RecordView({table, launchProcess}: Props): JSX.Element
                                                    </Typography>
                                                    <Box display="flex">
                                                       <GotoRecordButton metaData={metaData} tableMetaData={tableMetaData} />
+                                                      {renderShareButton()}
                                                       <QActionsMenuButton isOpen={actionsMenu} onClickHandler={openActionsMenu} />
                                                    </Box>
                                                    {renderActionsMenu}
@@ -954,7 +1014,7 @@ function RecordView({table, launchProcess}: Props): JSX.Element
                                  </DialogContent>
                                  <DialogActions>
                                     <Button onClick={handleDeleteConfirmClose}>No</Button>
-                                    <Button onClick={handleDelete} autoFocus>
+                                    <Button onClick={handleDelete} autoFocus disabled={isDeleteSubmitting}>
                                        Yes
                                     </Button>
                                  </DialogActions>
@@ -1002,6 +1062,11 @@ function RecordView({table, launchProcess}: Props): JSX.Element
                                  </Modal>
                               }
 
+                              {
+                                 showShareModal && tableMetaData && record &&
+                                 <ShareModal open={showShareModal} onClose={closeShareModal} tableMetaData={tableMetaData} record={record}></ShareModal>
+                              }
+
                            </Box>
                      }
                   </Box>

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

@@ -158,6 +158,7 @@ but we've turned off the click-to-sort function, so remove hand cursor */
    white-space: normal;
    height: auto;
 }
+
 .MuiDataGrid-filterForm
 {
    align-items: flex-end;
@@ -173,10 +174,12 @@ but we've turned off the click-to-sort function, so remove hand cursor */
 {
    width: 200px;
 }
+
 .MuiDataGrid-filterForm .MuiDataGrid-filterFormValueInput
 {
    width: 300px;
 }
+
 .MuiDataGrid-filterForm .MuiDataGrid-filterFormOperatorInput
 {
    width: 150px;
@@ -187,13 +190,14 @@ but we've turned off the click-to-sort function, so remove hand cursor */
 {
    padding-top: 4px;
 }
+
 .MuiDataGrid-filterForm .MuiDataGrid-filterFormValueInput .MuiAutocomplete-root .MuiAutocomplete-endAdornment svg
 {
    height: 0.625em;
 }
 
 /* fix strange size bug on filter autocompletes */
-.MuiDataGrid-filterForm .MuiDataGrid-filterFormValueInput>.MuiBox-root>.MuiBox-root:has(>.MuiAutocomplete-root)
+.MuiDataGrid-filterForm .MuiDataGrid-filterFormValueInput > .MuiBox-root > .MuiBox-root:has(>.MuiAutocomplete-root)
 {
    margin-bottom: 0;
    width: 100%;
@@ -208,16 +212,31 @@ but we've turned off the click-to-sort function, so remove hand cursor */
 }
 
 /* clears the ‘X’ from Internet Explorer */
-input[type=search]::-ms-clear { display: none; width : 0; height: 0; }
-input[type=search]::-ms-reveal { display: none; width : 0; height: 0; }
+input[type=search]::-ms-clear
+{
+   display: none;
+   width: 0;
+   height: 0;
+}
+
+input[type=search]::-ms-reveal
+{
+   display: none;
+   width: 0;
+   height: 0;
+}
+
 /* clears the ‘X’ from Chrome */
 input[type="search"]::-webkit-search-decoration,
 input[type="search"]::-webkit-search-cancel-button,
 input[type="search"]::-webkit-search-results-button,
-input[type="search"]::-webkit-search-results-decoration { display: none; }
+input[type="search"]::-webkit-search-results-decoration
+{
+   display: none;
+}
 
 /* Shrink the big margin-bottom on modal processes */
-.modalProcess>.MuiBox-root>.MuiBox-root
+.modalProcess > .MuiBox-root > .MuiBox-root
 {
    margin-bottom: 24px;
 }
@@ -270,6 +289,7 @@ input[type="search"]::-webkit-search-results-decoration { display: none; }
    color: initial !important;
    border: 1px solid rgb(206, 212, 218);
 }
+
 .MuiDataGrid-filterForm .MuiAutocomplete-tag .MuiSvgIcon-root
 {
    color: initial !important;
@@ -287,7 +307,7 @@ input[type="search"]::-webkit-search-results-decoration { display: none; }
    right: 0.125rem;
 }
 
-.devDocumentation ul>li
+.devDocumentation ul > li
 {
    margin-left: 30px;
 }
@@ -640,6 +660,7 @@ input[type="search"]::-webkit-search-results-decoration { display: none; }
    border: 1px solid #BDBDBD;
    border-radius: 0.5rem !important;
 }
+
 .MuiToggleButtonGroup-root .MuiButtonBase-root
 {
    text-transform: none;
@@ -650,11 +671,25 @@ input[type="search"]::-webkit-search-results-decoration { display: none; }
    border: none;
    flex: 1 1 0px;
 }
+
 .MuiToggleButtonGroup-root .MuiButtonBase-root.Mui-selected
 {
    background: rgba(117, 117, 117, 0.20);
 }
+
 .MuiToggleButtonGroup-root .MuiButtonBase-root.Mui-disabled
 {
    border: none;
 }
+
+.entityForm h5,
+.recordView h5
+{
+   font-weight: 500;
+}
+
+.MuiPickersDay-root.Mui-selected, .MuiPickersDay-root.MuiPickersDay-dayWithMargin:hover
+{
+   color: white;
+   background-color: #0062FF !important;
+}

src/qqq/utils/DataGridUtils.tsx

@@ -29,11 +29,11 @@ import Tooltip from "@mui/material/Tooltip/Tooltip";
 import {GridColDef, GridFilterItem, GridRowsProp, MuiEvent} from "@mui/x-data-grid-pro";
 import {GridFilterOperator} from "@mui/x-data-grid/models/gridFilterOperator";
 import {GridColumnHeaderParams} from "@mui/x-data-grid/models/params/gridColumnHeaderParams";
-import React from "react";
-import {Link, NavigateFunction} from "react-router-dom";
 import HelpContent, {hasHelpContent} from "qqq/components/misc/HelpContent";
 import {buildQGridPvsOperators, QGridBlobOperators, QGridBooleanOperators, QGridNumericOperators, QGridStringOperators} from "qqq/pages/records/query/GridFilterOperators";
 import ValueUtils from "qqq/utils/qqq/ValueUtils";
+import React from "react";
+import {Link, NavigateFunction} from "react-router-dom";
 
 
 const emptyApplyFilterFn = (filterItem: GridFilterItem, column: GridColDef): null => null;
@@ -118,7 +118,7 @@ export default class DataGridUtils
    /*******************************************************************************
     **
     *******************************************************************************/
-   public static makeRows = (results: QRecord[], tableMetaData: QTableMetaData): GridRowsProp[] =>
+   public static makeRows = (results: QRecord[], tableMetaData: QTableMetaData, allowEmptyId = false): GridRowsProp[] =>
    {
       const fields = [...tableMetaData.fields.values()];
       const rows = [] as any[];
@@ -159,7 +159,10 @@ export default class DataGridUtils
                /////////////////////////////////////////////////////////////////////////////////////////
                // DataGrid gets very upset about a null or undefined here, so, try to make it happier //
                /////////////////////////////////////////////////////////////////////////////////////////
-               row["id"] = "--";
+               if(!allowEmptyId)
+               {
+                  row["id"] = "--";
+               }
             }
          }
 
@@ -279,7 +282,7 @@ export default class DataGridUtils
          if (key === tableMetaData.primaryKeyField && linkBase)
          {
             column.renderCell = (cellValues: any) => (
-               <Link to={`${linkBase}${encodeURIComponent(cellValues.value)}`} onClick={(e) => e.stopPropagation()}>{cellValues.value}</Link>
+               cellValues.value ? <Link to={`${linkBase}${encodeURIComponent(cellValues.value)}`} onClick={(e) => e.stopPropagation()}>{cellValues.value}</Link> : ""
             );
          }
       });

src/qqq/utils/GoogleAnalyticsUtils.ts

@@ -0,0 +1,143 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import {QInstance} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QInstance";
+import Client from "qqq/utils/qqq/Client";
+import ReactGA from "react-ga4";
+
+
+export interface PageView
+{
+   location: Location;
+   title: string;
+}
+
+export interface UserEvent
+{
+   action: string;
+   category: string;
+   label?: string;
+}
+
+export type AnalyticsModel = PageView | UserEvent;
+
+const qController = Client.getInstance();
+
+/*******************************************************************************
+ ** Utilities for working with Google Analytics (through react-ga4)^
+ *******************************************************************************/
+export default class GoogleAnalyticsUtils
+{
+   private metaData: QInstance = null;
+   private active: boolean = false;
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   constructor()
+   {
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   private send = (model: AnalyticsModel) =>
+   {
+      if(!this.active)
+      {
+         return;
+      }
+
+      if(model.hasOwnProperty("location"))
+      {
+         const pageView = model as PageView;
+         ReactGA.send({hitType: "pageview", page: pageView.location.pathname + pageView.location.search, title: pageView.title});
+      }
+      else if(model.hasOwnProperty("action") || model.hasOwnProperty("category") || model.hasOwnProperty("label"))
+      {
+         const userEvent = model as UserEvent;
+         ReactGA.event({action: userEvent.action, category: userEvent.category, label: userEvent.label})
+      }
+      else
+      {
+         console.log("Unrecognizable analytics model", model);
+      }
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   private setup = async (): Promise<void> =>
+   {
+      this.metaData = await qController.loadMetaData();
+
+      let sessionValues: {[key: string]: any} = null;
+      try
+      {
+         sessionValues = JSON.parse(localStorage.getItem("sessionValues"));
+      }
+      catch(e)
+      {
+         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"))
+      {
+         this.active = true;
+
+         if(sessionValues && sessionValues["googleAnalyticsValues"])
+         {
+            ReactGA.gtag("set", "user_properties", sessionValues["googleAnalyticsValues"]);
+         }
+
+         ReactGA.initialize(this.metaData.environmentValues.get("GOOGLE_ANALYTICS_TRACKING_ID"),
+            {
+               gaOptions: {},
+               gtagOptions: {}
+            });
+      }
+      else
+      {
+         this.active = false;
+      }
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public recordAnalytics = (model: AnalyticsModel) =>
+   {
+      if(this.metaData == null)
+      {
+         (async () =>
+         {
+            await this.setup();
+         })()
+      }
+
+      this.send(model);
+   }
+
+}

src/qqq/utils/qqq/Client.ts

@@ -35,7 +35,7 @@ class Client
    {
       console.log(`Caught Exception: ${JSON.stringify(exception)}`);
 
-      if(exception && exception.status == "401" && Client.unauthorizedCallback)
+      if (exception && exception.status == 401 && Client.unauthorizedCallback)
       {
          console.log("This is a 401 - calling the unauthorized callback.");
          Client.unauthorizedCallback();

src/qqq/utils/qqq/FilterUtils.tsx

@@ -32,6 +32,7 @@ import {QQueryFilter} from "@kingsrook/qqq-frontend-core/lib/model/query/QQueryF
 import {ThisOrLastPeriodExpression} from "@kingsrook/qqq-frontend-core/lib/model/query/ThisOrLastPeriodExpression";
 import Box from "@mui/material/Box";
 import {GridSortModel} from "@mui/x-data-grid-pro";
+import {validateCriteria} from "qqq/components/query/FilterCriteriaRow";
 import TableUtils from "qqq/utils/qqq/TableUtils";
 import ValueUtils from "qqq/utils/qqq/ValueUtils";
 
@@ -64,7 +65,6 @@ class FilterUtils
       let rs = [];
       for (let i = 0; i < param.length; i++)
       {
-         console.log(param[i]);
          if (param[i] && param[i].id && param[i].label)
          {
             /////////////////////////////////////////////////////////////
@@ -115,8 +115,11 @@ class FilterUtils
             // e.g., ...values=[1]...                                                       //
             // but we need them to be possibleValue objects (w/ id & label) so the label    //
             // can be shown in the filter dropdown.  So, make backend call to look them up. //
+            // also, there are cases where we can get a null or "" as the only value in the //
+            // values array - avoid sending that to the backend, as it comes back w/ all    //
+            // possible values, and a general "bad time"                                    //
             //////////////////////////////////////////////////////////////////////////////////
-            if (values && values.length > 0)
+            if (values && values.length > 0 && values[0] !== null && values[0] !== undefined && values[0] !== "")
             {
                values = await qController.possibleValues(fieldTable.name, null, field.name, "", values);
             }
@@ -157,6 +160,14 @@ class FilterUtils
 
          criteria.values = values;
       }
+
+      ////////////////////////////////////////////////
+      // recursively clean values in any subfilters //
+      ////////////////////////////////////////////////
+      for (let j = 0; j < queryFilter?.subFilters?.length; j++)
+      {
+         await FilterUtils.cleanupValuesInFilerFromQueryString(qController, tableMetaData, queryFilter.subFilters[j]);
+      }
    }
 
 
@@ -261,39 +272,45 @@ class FilterUtils
    /*******************************************************************************
     **
     *******************************************************************************/
-   public static canFilterWorkAsBasic(tableMetaData: QTableMetaData, filter: QQueryFilter): { canFilterWorkAsBasic: boolean; reasonsWhyItCannot?: string[] }
+   public static canFilterWorkAsBasic(tableMetaData: QTableMetaData, filter: QQueryFilter): { canFilterWorkAsBasic: boolean; canFilterWorkAsAdvanced: boolean, reasonsWhyItCannot?: string[] }
    {
       const reasonsWhyItCannot: string[] = [];
 
-      if(filter == null)
+      if (filter == null)
       {
-         return ({canFilterWorkAsBasic: true});
+         return ({canFilterWorkAsBasic: true, canFilterWorkAsAdvanced: true});
       }
 
-      if(filter.booleanOperator == "OR")
+      if (filter.booleanOperator == "OR")
       {
-         reasonsWhyItCannot.push("Filter uses the 'OR' operator.")
+         reasonsWhyItCannot.push("Filter uses the 'OR' operator.");
       }
 
-      if(filter.criteria)
+      if (filter.subFilters?.length > 0)
       {
-         const usedFields: {[name: string]: boolean} = {};
-         const warnedFields: {[name: string]: boolean} = {};
+         reasonsWhyItCannot.push("Filter contains sub-filters.");
+         return ({canFilterWorkAsBasic: false, canFilterWorkAsAdvanced: false, reasonsWhyItCannot: reasonsWhyItCannot});
+      }
+
+      if (filter.criteria)
+      {
+         const usedFields: { [name: string]: boolean } = {};
+         const warnedFields: { [name: string]: boolean } = {};
          for (let i = 0; i < filter.criteria.length; i++)
          {
             const criteriaName = filter.criteria[i].fieldName;
-            if(!criteriaName)
+            if (!criteriaName)
             {
                continue;
             }
 
-            if(usedFields[criteriaName])
+            if (usedFields[criteriaName])
             {
-               if(!warnedFields[criteriaName])
+               if (!warnedFields[criteriaName])
                {
                   const [field, tableForField] = TableUtils.getFieldAndTable(tableMetaData, criteriaName);
                   let fieldLabel = field.label;
-                  if(tableForField.name != tableMetaData.name)
+                  if (tableForField.name != tableMetaData.name)
                   {
                      let fieldLabel = `${tableForField.label}: ${field.label}`;
                   }
@@ -305,13 +322,13 @@ class FilterUtils
          }
       }
 
-      if(reasonsWhyItCannot.length == 0)
+      if (reasonsWhyItCannot.length == 0)
       {
-         return ({canFilterWorkAsBasic: true});
+         return ({canFilterWorkAsBasic: true, canFilterWorkAsAdvanced: true});
       }
       else
       {
-         return ({canFilterWorkAsBasic: false, reasonsWhyItCannot: reasonsWhyItCannot});
+         return ({canFilterWorkAsBasic: false, canFilterWorkAsAdvanced: true, reasonsWhyItCannot: reasonsWhyItCannot});
       }
    }
 
@@ -319,11 +336,11 @@ class FilterUtils
     ** get the values associated with a criteria as a string, e.g., for showing
     ** in a tooltip.
     *******************************************************************************/
-   public static getValuesString(fieldMetaData: QFieldMetaData, criteria: QFilterCriteria, maxValuesToShow: number = 3): string
+   public static getValuesString(fieldMetaData: QFieldMetaData, criteria: QFilterCriteria, maxValuesToShow: number = 3, andMoreFormat: "andNOther" | "+N" = "andNOther"): string
    {
       let valuesString = "";
 
-      if(criteria.operator == QCriteriaOperator.IS_BLANK || criteria.operator == QCriteriaOperator.IS_NOT_BLANK)
+      if (criteria.operator == QCriteriaOperator.IS_BLANK || criteria.operator == QCriteriaOperator.IS_NOT_BLANK)
       {
          ///////////////////////////////////////////////
          // we don't want values for these operators. //
@@ -340,6 +357,10 @@ class FilterUtils
          {
             maxLoops = maxValuesToShow;
          }
+         else if (maxValuesToShow == 1 && criteria.values.length > 1)
+         {
+            maxLoops = 1;
+         }
 
          for (let i = 0; i < maxLoops; i++)
          {
@@ -357,17 +378,22 @@ class FilterUtils
             else if (value.type == "ThisOrLastPeriod")
             {
                const expression = new ThisOrLastPeriodExpression(value);
-               labels.push(expression.toString());
+               let startOfPrefix = "";
+               if (fieldMetaData.type == QFieldType.DATE_TIME || expression.timeUnit != "DAYS")
+               {
+                  startOfPrefix = "start of ";
+               }
+               labels.push(`${startOfPrefix}${expression.toString()}`);
             }
-            else if(fieldMetaData.type == QFieldType.BOOLEAN)
+            else if (fieldMetaData.type == QFieldType.BOOLEAN)
             {
-               labels.push(value == true ? "yes" : "no")
+               labels.push(value == true ? "yes" : "no");
             }
-            else if(fieldMetaData.type == QFieldType.DATE_TIME)
+            else if (fieldMetaData.type == QFieldType.DATE_TIME)
             {
                labels.push(ValueUtils.formatDateTime(value));
             }
-            else if(fieldMetaData.type == QFieldType.DATE)
+            else if (fieldMetaData.type == QFieldType.DATE)
             {
                labels.push(ValueUtils.formatDate(value));
             }
@@ -383,7 +409,16 @@ class FilterUtils
 
          if (maxLoops < criteria.values.length)
          {
-            labels.push(" and " + (criteria.values.length - maxLoops) + " other values.");
+            const n = criteria.values.length - maxLoops;
+            switch (andMoreFormat)
+            {
+               case "andNOther":
+                  labels.push(` and ${n} other value${n == 1 ? "" : "s"}.`);
+                  break;
+               case "+N":
+                  labels[labels.length - 1] += ` +${n}`;
+                  break;
+            }
          }
 
          valuesString = (labels.join(", "));
@@ -430,7 +465,7 @@ class FilterUtils
       for (let i = 0; i < queryFilter?.orderBys?.length; i++)
       {
          const orderBy = queryFilter.orderBys[i];
-         gridSortModel.push({field: orderBy.fieldName, sort: orderBy.isAscending ? "asc" : "desc"})
+         gridSortModel.push({field: orderBy.fieldName, sort: orderBy.isAscending ? "asc" : "desc"});
       }
       return (gridSortModel);
    }
@@ -441,7 +476,7 @@ class FilterUtils
     *******************************************************************************/
    public static operatorToHumanString(criteria: QFilterCriteria, field: QFieldMetaData): string
    {
-      if(criteria == null || criteria.operator == null)
+      if (criteria == null || criteria.operator == null)
       {
          return (null);
       }
@@ -451,7 +486,7 @@ class FilterUtils
 
       try
       {
-         switch(criteria.operator)
+         switch (criteria.operator)
          {
             case QCriteriaOperator.EQUALS:
                return ("equals");
@@ -475,35 +510,35 @@ class FilterUtils
             case QCriteriaOperator.NOT_CONTAINS:
                return ("does not contain");
             case QCriteriaOperator.LESS_THAN:
-               if(isDate || isDateTime)
+               if (isDate || isDateTime)
                {
-                  return ("is before")
+                  return ("is before");
                }
                return ("less than");
             case QCriteriaOperator.LESS_THAN_OR_EQUALS:
-               if(isDate)
+               if (isDate)
                {
-                  return ("is on or before")
+                  return ("is on or before");
                }
-               if(isDateTime)
+               if (isDateTime)
                {
-                  return ("is at or before")
+                  return ("is at or before");
                }
                return ("less than or equals");
             case QCriteriaOperator.GREATER_THAN:
-               if(isDate || isDateTime)
+               if (isDate || isDateTime)
                {
-                  return ("is after")
+                  return ("is after");
                }
                return ("greater than or equals");
             case QCriteriaOperator.GREATER_THAN_OR_EQUALS:
-               if(isDate)
+               if (isDate)
                {
-                  return ("is on or after")
+                  return ("is on or after");
                }
-               if(isDateTime)
+               if (isDateTime)
                {
-                  return ("is at or after")
+                  return ("is at or after");
                }
                return ("greater than or equals");
             case QCriteriaOperator.IS_BLANK:
@@ -516,10 +551,10 @@ class FilterUtils
                return ("is not between");
          }
       }
-      catch(e)
+      catch (e)
       {
          console.log(`Error getting operator human string for ${JSON.stringify(criteria)}: ${e}`);
-         return criteria?.operator
+         return criteria?.operator;
       }
    }
 
@@ -529,7 +564,7 @@ class FilterUtils
     *******************************************************************************/
    public static criteriaToHumanString(table: QTableMetaData, criteria: QFilterCriteria, styled = false): string | JSX.Element
    {
-      if(criteria == null)
+      if (criteria == null)
       {
          return (null);
       }
@@ -538,7 +573,7 @@ class FilterUtils
       const fieldLabel = TableUtils.getFieldFullLabel(table, criteria.fieldName);
       const valuesString = FilterUtils.getValuesString(field, criteria);
 
-      if(styled)
+      if (styled)
       {
          return (
             <Box display="inline" whiteSpace="nowrap" color="#FFFFFF" mb={"0.5rem"}>
@@ -547,7 +582,7 @@ class FilterUtils
                {valuesString && <Box display="inline" p="0.125rem" pr="0.5rem" sx={{background: "#009971"}} borderRadius="0 0.5rem 0.5rem 0"> {valuesString}</Box>}
                &nbsp;
             </Box>
-         )
+         );
       }
       else
       {
@@ -555,6 +590,81 @@ class FilterUtils
       }
    }
 
+
+   /*******************************************************************************
+    ** after go-live of redesigin in march 2024, we had bugs where we could get a
+    ** filter with a criteria w/ a null field name (e.g., by having an incomplete
+    ** criteria in the Advanced filter builder - and that would sometimes break
+    ** the screen!  So, strip those away when storing or loading filters, via
+    ** this function.
+    *******************************************************************************/
+   public static stripAwayIncompleteCriteria(filter: QQueryFilter)
+   {
+      if (filter?.criteria?.length > 0)
+      {
+         for (let i = 0; i < filter.criteria.length; i++)
+         {
+            if (!filter.criteria[i].fieldName)
+            {
+               filter.criteria.splice(i, 1);
+               i--;
+            }
+         }
+      }
+   }
+
+
+   /*******************************************************************************
+    ** make a new query filter, based on the input one, but w/ values good for the
+    ** backend.  such as, possible values as just ids, not objects w/ a label;
+    ** date-times formatted properly and in UTC
+    *******************************************************************************/
+   public static prepQueryFilterForBackend(tableMetaData: QTableMetaData, sourceFilter: QQueryFilter, pageNumber?: number, rowsPerPage?: number): QQueryFilter
+   {
+      const filterForBackend = new QQueryFilter([], sourceFilter.orderBys, sourceFilter.subFilters, sourceFilter.booleanOperator);
+      for (let i = 0; i < sourceFilter?.criteria?.length; i++)
+      {
+         const criteria = sourceFilter.criteria[i];
+         const {criteriaIsValid} = validateCriteria(criteria, null);
+         if (criteriaIsValid)
+         {
+            if (criteria.operator == QCriteriaOperator.IS_BLANK || criteria.operator == QCriteriaOperator.IS_NOT_BLANK)
+            {
+               ///////////////////////////////////////////////////////////////////////////////////////////
+               // do this to avoid submitting an empty-string argument for blank/not-blank operators... //
+               ///////////////////////////////////////////////////////////////////////////////////////////
+               filterForBackend.criteria.push(new QFilterCriteria(criteria.fieldName, criteria.operator, []));
+            }
+            else
+            {
+               ///////////////////////////////////////////////////////////////////////////////////////////////////////////////
+               // else push a clone of the criteria - since it may get manipulated below (convertFilterPossibleValuesToIds) //
+               ///////////////////////////////////////////////////////////////////////////////////////////////////////////////
+               const [field] = FilterUtils.getField(tableMetaData, criteria.fieldName);
+               filterForBackend.criteria.push(new QFilterCriteria(criteria.fieldName, criteria.operator, FilterUtils.cleanseCriteriaValueForQQQ(criteria.values, field)));
+            }
+         }
+      }
+
+      /////////////////////////////////////////
+      // recursively prep subfilters as well //
+      /////////////////////////////////////////
+      let subFilters = [] as QQueryFilter[];
+      for (let j = 0; j < sourceFilter?.subFilters?.length; j++)
+      {
+         subFilters.push(FilterUtils.prepQueryFilterForBackend(tableMetaData, sourceFilter.subFilters[j]));
+      }
+
+      filterForBackend.subFilters = subFilters;
+
+      if(pageNumber !== undefined && rowsPerPage !== undefined)
+      {
+         filterForBackend.skip = pageNumber * rowsPerPage;
+         filterForBackend.limit = rowsPerPage;
+      }
+
+      return filterForBackend;
+   };
 }
 
 export default FilterUtils;

src/qqq/utils/qqq/TableUtils.ts

@@ -30,61 +30,101 @@ import {QueryJoin} from "@kingsrook/qqq-frontend-core/lib/model/query/QueryJoin"
  *******************************************************************************/
 class TableUtils
 {
+
    /*******************************************************************************
+    ** For a table, return a sub-set of sections (originally meant for display in
+    ** the record-screen sidebars)
     **
+    ** If the table has no sections, one big "all fields" section is created.
+    **
+    ** a list of "allowed field names" may be given, in which case, a section is only
+    ** included if it has a field in that list.  e.g., an edit-screen, where disabled
+    ** fields aren't to be shown - if a section only has disabled fields, don't include it.
+    **
+    ** By default sections w/ widget names are excluded -- but -- to include them,
+    ** provide the metaData plus list of allowedWidgetTypes.
     *******************************************************************************/
-   public static getSectionsForRecordSidebar(tableMetaData: QTableMetaData, allowedKeys: any = null): QTableSection[]
+   public static getSectionsForRecordSidebar(tableMetaData: QTableMetaData, allowedFieldNames: any = null, additionalInclusionPredicate?: (section: QTableSection) => boolean): QTableSection[]
    {
+      /////////////////////////////////////////////////////////////////
+      // if the table has sections, then filter them and return some //
+      /////////////////////////////////////////////////////////////////
       if (tableMetaData.sections)
       {
-         if (allowedKeys)
+         //////////////////////////////////////////////////////////////////////////////////////////////
+         // if there are filters (a list of allowed field names, or an additionalInclusionPredicate, //
+         // then only return a subset of sections matching the filters                               //
+         //////////////////////////////////////////////////////////////////////////////////////////////
+         if (allowedFieldNames || additionalInclusionPredicate)
          {
-            const allowedKeySet = new Set<string>();
-            allowedKeys.forEach((k: string) => allowedKeySet.add(k));
+            ////////////////////////////////////////////////////////////////
+            // put the field names in a set, for better inclusion testing //
+            ////////////////////////////////////////////////////////////////
+            const allowedFieldNameSet = new Set<string>();
+            if(allowedFieldNames)
+            {
+               allowedFieldNames.forEach((k: string) => allowedFieldNameSet.add(k));
+            }
 
+            ///////////////////////////////////////////////////////////////////////////////
+            // loop over the sections, deciding which ones to include in the return list //
+            ///////////////////////////////////////////////////////////////////////////////
             const allowedSections: QTableSection[] = [];
-
             for (let i = 0; i < tableMetaData.sections.length; i++)
             {
                const section = tableMetaData.sections[i];
-               if (section.fieldNames)
+               let includeSection = false;
+
+               for (let j = 0; j < section.fieldNames?.length; j++)
                {
-                  for (let j = 0; j < section.fieldNames.length; j++)
+                  if (allowedFieldNameSet.has(section.fieldNames[j]))
                   {
-                     if (allowedKeySet.has(section.fieldNames[j]))
-                     {
-                        allowedSections.push(section);
-                        break;
-                     }
+                     includeSection = true;
+                     break;
                   }
                }
+
+               if (additionalInclusionPredicate && additionalInclusionPredicate(section))
+               {
+                  includeSection = true;
+               }
+
+               if(includeSection)
+               {
+                  allowedSections.push(section);
+               }
             }
 
+            console.log("allowedSections length: " + allowedSections.length);
             return (allowedSections);
          }
-         else
-         {
-            return (tableMetaData.sections);
-         }
+
+         ////////////////////////////////////////////////////////////////
+         // if there are no filters to apply, then return all sections //
+         ////////////////////////////////////////////////////////////////
+         return (tableMetaData.sections);
       }
-      else
+
+      ///////////////////////////////////////////////////////////////////////////////////////////////
+      // else, if the table had no sections, then make a pseudo-one with either all of the fields, //
+      // or a subset based on the allowedFieldNames                                                //
+      ///////////////////////////////////////////////////////////////////////////////////////////////
+      let fieldNames = [...tableMetaData.fields.keys()];
+      if (allowedFieldNames)
       {
-         let fieldNames = [...tableMetaData.fields.keys()];
-         if (allowedKeys)
+         fieldNames = [];
+         for (const fieldName in tableMetaData.fields.keys())
          {
-            fieldNames = [];
-            for (const fieldName in tableMetaData.fields.keys())
+            if (allowedFieldNames[fieldName])
             {
-               if (allowedKeys[fieldName])
-               {
-                  fieldNames.push(fieldName);
-               }
+               fieldNames.push(fieldName);
             }
          }
-         return ([new QTableSection({
-            iconName: "description", label: "All Fields", name: "allFields", fieldNames: [...fieldNames],
-         })]);
       }
+
+      return ([new QTableSection({
+         iconName: "description", label: "All Fields", name: "allFields", fieldNames: [...fieldNames],
+      })]);
    }
 
 
@@ -110,7 +150,7 @@ class TableUtils
          return ([tableMetaData.fields.get(fieldName), tableMetaData]);
       }
 
-      return (null);
+      return [null, null];
    }
 
 
@@ -133,7 +173,7 @@ class TableUtils
       catch (e)
       {
          console.log(`Error getting full field label for ${fieldName} in table ${tableMetaData?.name}: ${e}`);
-         return fieldName
+         return fieldName;
       }
    }
 

src/qqq/utils/qqq/ValueUtils.tsx

@@ -219,6 +219,16 @@ class ValueUtils
 
       if (field.type === QFieldType.DATE_TIME)
       {
+         if(displayValue && displayValue != rawValue)
+         {
+            //////////////////////////////////////////////////////////////////////////////
+            // if the date-time actually has a displayValue set, and it isn't just the  //
+            // raw-value being copied into the display value by whoever called us, then //
+            // return the display value.                                                //
+            //////////////////////////////////////////////////////////////////////////////
+            return displayValue;
+         }
+
          if (!rawValue)
          {
             return ("");
@@ -270,6 +280,7 @@ class ValueUtils
       {
          date = new Date(date);
       }
+
       // @ts-ignore
       return (`${date.toString("yyyy-MM-dd hh:mm:ss")} ${date.getHours() < 12 ? "AM" : "PM"} ${date.getTimezone()}`);
    }

src/test/java/com/kingsrook/qqq/frontend/materialdashboard/junit/TestUtils.java

@@ -29,6 +29,7 @@ import com.kingsrook.qqq.backend.core.model.metadata.authentication.QAuthenticat
 import com.kingsrook.qqq.backend.core.model.metadata.fields.QFieldMetaData;
 import com.kingsrook.qqq.backend.core.model.metadata.fields.QFieldType;
 import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
+import com.kingsrook.qqq.backend.core.modules.backend.implementations.memory.MemoryBackendModule;
 
 
 /*******************************************************************************
@@ -75,7 +76,7 @@ public class TestUtils
    {
       return (new QBackendMetaData()
          .withName(DEFAULT_BACKEND_NAME)
-         .withBackendType("memory"));
+         .withBackendType(MemoryBackendModule.class));
    }
 
 

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

@@ -29,6 +29,7 @@ import java.util.Objects;
 import java.util.Set;
 import java.util.concurrent.CompletableFuture;
 import java.util.concurrent.TimeUnit;
+import java.util.function.Function;
 import com.kingsrook.qqq.backend.core.utils.SleepUtils;
 import org.apache.commons.io.FileUtils;
 import org.apache.logging.log4j.LogManager;
@@ -504,7 +505,33 @@ public class QSeleniumLib
     *******************************************************************************/
    public WebElement waitForSelectorContaining(String cssSelector, String textContains)
    {
-      LOG.debug("Waiting for element matching selector [" + cssSelector + "] containing text [" + textContains + "].");
+      return (waitForSelectorMatchingPredicate(cssSelector, "containing text [" + textContains + "]", (WebElement element) ->
+      {
+         return (element.getText() != null && element.getText().toLowerCase().contains(textContains.toLowerCase()));
+      }));
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public WebElement waitForSelectorContainingTextMatchingRegex(String cssSelector, String regExp)
+   {
+      return (waitForSelectorMatchingPredicate(cssSelector, "matching regexp [" + regExp + "]", (WebElement element) ->
+      {
+         return (element.getText() != null && element.getText().matches(regExp));
+      }));
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   private WebElement waitForSelectorMatchingPredicate(String cssSelector, String description, Function<WebElement, Boolean> predicate)
+   {
+      LOG.debug("Waiting for element matching selector [" + cssSelector + "] " + description);
       long start = System.currentTimeMillis();
 
       do
@@ -514,9 +541,9 @@ public class QSeleniumLib
          {
             try
             {
-               if(element.getText() != null && element.getText().toLowerCase().contains(textContains.toLowerCase()))
+               if(predicate.apply(element))
                {
-                  LOG.debug("Found element matching selector [" + cssSelector + "] containing text [" + textContains + "].");
+                  LOG.debug("Found element matching selector [" + cssSelector + "] " + description);
                   Actions actions = new Actions(driver);
                   actions.moveToElement(element);
                   conditionallyAutoHighlight(element);
@@ -537,7 +564,7 @@ public class QSeleniumLib
       }
       while(start + (1000 * WAIT_SECONDS) > System.currentTimeMillis());
 
-      fail("Failed to find element matching selector [" + cssSelector + "] containing text [" + textContains + "] after [" + WAIT_SECONDS + "] seconds.");
+      fail("Failed to find element matching selector [" + cssSelector + "] " + description + " after [" + WAIT_SECONDS + "] seconds.");
       return (null);
    }
 

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

@@ -22,6 +22,9 @@
 package com.kingsrook.qqq.frontend.materialdashboard.selenium.lib;
 
 
+import java.util.List;
+import com.kingsrook.qqq.backend.core.utils.CollectionUtils;
+import com.kingsrook.qqq.backend.core.utils.StringUtils;
 import org.openqa.selenium.By;
 import org.openqa.selenium.Keys;
 import org.openqa.selenium.WebElement;
@@ -103,7 +106,7 @@ public class QueryScreenLib
    /*******************************************************************************
     **
     *******************************************************************************/
-   public void clickFilterButton()
+   public void clickFilterBuilderButton()
    {
       qSeleniumLib.waitForSelectorContaining("BUTTON", "FILTER BUILDER").click();
    }
@@ -181,10 +184,11 @@ public class QueryScreenLib
    }
 
 
+
    /*******************************************************************************
     **
     *******************************************************************************/
-   public void addAdvancedQueryFilterInput(QSeleniumLib qSeleniumLib, int index, String fieldLabel, String operator, String value, String booleanOperator)
+   public void addAdvancedQueryFilterInput(int index, String fieldLabel, String operator, String value, String booleanOperator)
    {
       if(index > 0)
       {
@@ -221,10 +225,91 @@ public class QueryScreenLib
       operatorInput.sendKeys("\n");
       qSeleniumLib.waitForMillis(100);
 
-      WebElement valueInput = subFormForField.findElement(By.cssSelector(".filterValuesColumn INPUT"));
-      valueInput.click();
-      valueInput.sendKeys(value);
-      qSeleniumLib.waitForMillis(100);
+      if(StringUtils.hasContent(value))
+      {
+         WebElement valueInput = subFormForField.findElement(By.cssSelector(".filterValuesColumn INPUT"));
+         valueInput.click();
+         valueInput.sendKeys(value);
+         qSeleniumLib.waitForMillis(100);
+      }
    }
 
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public void addBasicFilter(String fieldLabel)
+   {
+      qSeleniumLib.waitForSelectorContaining("BUTTON", "Add Filter").click();
+      qSeleniumLib.waitForSelectorContaining(".fieldListMenuBody-addQuickFilter LI", fieldLabel).click();
+      qSeleniumLib.clickBackdrop();
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public void setBasicFilter(String fieldLabel, String operatorLabel, String value)
+   {
+      qSeleniumLib.waitForSelectorContaining("BUTTON", fieldLabel).click();
+      qSeleniumLib.waitForMillis(250);
+      qSeleniumLib.waitForSelector("#criteriaOperator").click();
+      qSeleniumLib.waitForSelectorContaining("LI", operatorLabel).click();
+
+      if(StringUtils.hasContent(value))
+      {
+         qSeleniumLib.waitForSelector(".filterValuesColumn INPUT").click();
+         // todo - no, not in a listbox/LI here...
+         qSeleniumLib.waitForSelectorContaining(".MuiAutocomplete-listbox LI", value).click();
+         System.out.println(value);
+      }
+
+      qSeleniumLib.clickBackdrop();
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public void setBasicFilterPossibleValues(String fieldLabel, String operatorLabel, List<String> values)
+   {
+      qSeleniumLib.waitForSelectorContaining("BUTTON", fieldLabel).click();
+      qSeleniumLib.waitForMillis(250);
+      qSeleniumLib.waitForSelector("#criteriaOperator").click();
+      qSeleniumLib.waitForSelectorContaining("LI", operatorLabel).click();
+
+      if(CollectionUtils.nullSafeHasContents(values))
+      {
+         qSeleniumLib.waitForSelector(".filterValuesColumn INPUT").click();
+         for(String value : values)
+         {
+            qSeleniumLib.waitForSelectorContaining(".MuiAutocomplete-listbox LI", value).click();
+         }
+      }
+
+      qSeleniumLib.clickBackdrop();
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public void waitForAdvancedQueryStringMatchingRegex(String regEx)
+   {
+      qSeleniumLib.waitForSelectorContainingTextMatchingRegex(".advancedQueryString", regEx);
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public void waitForBasicFilterButtonMatchingRegex(String regEx)
+   {
+      qSeleniumLib.waitForSelectorContainingTextMatchingRegex("BUTTON", regEx);
+   }
 }

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

@@ -27,6 +27,7 @@ import java.util.Collections;
 import java.util.LinkedHashMap;
 import java.util.List;
 import java.util.Map;
+import java.util.stream.Collectors;
 import com.kingsrook.qqq.frontend.materialdashboard.selenium.lib.QSeleniumLib;
 import io.javalin.Javalin;
 import org.apache.logging.log4j.LogManager;
@@ -284,7 +285,6 @@ public class QSeleniumJavalin
 
       do
       {
-         // LOG.debug("  captured paths: " + captured.stream().map(CapturedContext::getPath).collect(Collectors.joining(",")));
          for(CapturedContext context : captured)
          {
             if(context.getPath().equals(path))
@@ -301,6 +301,7 @@ public class QSeleniumJavalin
       }
       while(start + (1000 * WAIT_SECONDS) > System.currentTimeMillis());
 
+      LOG.debug("  captured paths: \n   " + captured.stream().map(cc -> cc.getPath() + "[" + cc.getBody() + "]").collect(Collectors.joining("\n   ")));
       fail("Failed to capture a request for path [" + path + "] with body containing [" + bodyContaining + "] after [" + WAIT_SECONDS + "] seconds.");
       return (null);
    }

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

@@ -82,7 +82,7 @@ public class QueryScreenFilterInUrlAdvancedModeTest extends QBaseSeleniumTest
       qSeleniumLib.gotoAndWaitForBreadcrumbHeaderToContain("/peopleApp/greetingsApp/person?filter=" + URLEncoder.encode(filterJSON, StandardCharsets.UTF_8), "Person");
       queryScreenLib.waitForQueryToHaveRan();
       queryScreenLib.assertFilterButtonBadge(1);
-      queryScreenLib.clickFilterButton();
+      queryScreenLib.clickFilterBuilderButton();
       qSeleniumLib.waitForSelector("input[value=\"is not empty\"]");
 
       ///////////////////////////////
@@ -93,7 +93,7 @@ public class QueryScreenFilterInUrlAdvancedModeTest extends QBaseSeleniumTest
       qSeleniumLib.gotoAndWaitForBreadcrumbHeaderToContain("/peopleApp/greetingsApp/person?filter=" + URLEncoder.encode(filterJSON, StandardCharsets.UTF_8), "Person");
       queryScreenLib.waitForQueryToHaveRan();
       queryScreenLib.assertFilterButtonBadge(1);
-      queryScreenLib.clickFilterButton();
+      queryScreenLib.clickFilterBuilderButton();
       qSeleniumLib.waitForSelector("input[value=\"is between\"]");
       qSeleniumLib.waitForSelector("input[value=\"1701\"]");
       qSeleniumLib.waitForSelector("input[value=\"74656\"]");
@@ -116,7 +116,7 @@ public class QueryScreenFilterInUrlAdvancedModeTest extends QBaseSeleniumTest
       qSeleniumLib.gotoAndWaitForBreadcrumbHeaderToContain("/peopleApp/greetingsApp/person?filter=" + URLEncoder.encode(filterJSON, StandardCharsets.UTF_8), "Person");
       queryScreenLib.waitForQueryToHaveRan();
       queryScreenLib.assertFilterButtonBadge(1);
-      queryScreenLib.clickFilterButton();
+      queryScreenLib.clickFilterBuilderButton();
       qSeleniumLib.waitForSelector("input[value=\"is any of\"]");
       qSeleniumLib.waitForSelectorContaining(".MuiChip-label", "St. Louis");
       qSeleniumLib.waitForSelectorContaining(".MuiChip-label", "Chesterfield");
@@ -129,7 +129,7 @@ public class QueryScreenFilterInUrlAdvancedModeTest extends QBaseSeleniumTest
       qSeleniumLib.gotoAndWaitForBreadcrumbHeaderToContain("/peopleApp/greetingsApp/person?filter=" + URLEncoder.encode(filterJSON, StandardCharsets.UTF_8), "Person");
       queryScreenLib.waitForQueryToHaveRan();
       queryScreenLib.assertFilterButtonBadge(1);
-      queryScreenLib.clickFilterButton();
+      queryScreenLib.clickFilterBuilderButton();
       qSeleniumLib.waitForSelector("input[value=\"is after\"]");
       qSeleniumLib.waitForSelector("input[value=\"5 days ago\"]");
 
@@ -142,7 +142,7 @@ public class QueryScreenFilterInUrlAdvancedModeTest extends QBaseSeleniumTest
       qSeleniumLib.gotoAndWaitForBreadcrumbHeaderToContain("/peopleApp/greetingsApp/person?filter=" + URLEncoder.encode(filterJSON, StandardCharsets.UTF_8), "Person");
       queryScreenLib.waitForQueryToHaveRan();
       queryScreenLib.assertFilterButtonBadge(2);
-      queryScreenLib.clickFilterButton();
+      queryScreenLib.clickFilterBuilderButton();
       qSeleniumLib.waitForSelector("input[value=\"is at or before\"]");
       qSeleniumLib.waitForSelector("input[value=\"start of this year\"]");
       qSeleniumLib.waitForSelector("input[value=\"starts with\"]");
@@ -165,7 +165,7 @@ public class QueryScreenFilterInUrlAdvancedModeTest extends QBaseSeleniumTest
       qSeleniumLib.gotoAndWaitForBreadcrumbHeaderToContain("/peopleApp/greetingsApp/person?filter=" + URLEncoder.encode(filterJSON, StandardCharsets.UTF_8), "Person");
       queryScreenLib.waitForQueryToHaveRan();
       queryScreenLib.assertFilterButtonBadge(1);
-      queryScreenLib.clickFilterButton();
+      queryScreenLib.clickFilterBuilderButton();
       qSeleniumLib.waitForSelector("input[value=\"does not equal\"]");
       qSeleniumLib.waitForSelector("input[value=\"St. Louis\"]");
 

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

@@ -22,6 +22,7 @@
 package com.kingsrook.qqq.frontend.materialdashboard.selenium.tests.query;
 
 
+import java.util.List;
 import com.kingsrook.qqq.frontend.materialdashboard.selenium.lib.QBaseSeleniumTest;
 import com.kingsrook.qqq.frontend.materialdashboard.selenium.lib.QQQMaterialDashboardSelectors;
 import com.kingsrook.qqq.frontend.materialdashboard.selenium.lib.QueryScreenLib;
@@ -48,6 +49,7 @@ public class QueryScreenTest extends QBaseSeleniumTest
          .withRouteToFile("/data/person/count", "data/person/count.json")
          .withRouteToFile("/data/person/query", "data/person/index.json")
          .withRouteToFile("/data/person/variants", "data/person/variants.json")
+         .withRouteToFile("/data/person/possibleValues/homeCityId", "data/person/possibleValues/homeCityId.json")
          .withRouteToFile("/processes/querySavedView/init", "processes/querySavedView/init.json");
    }
 
@@ -64,13 +66,13 @@ public class QueryScreenTest extends QBaseSeleniumTest
       qSeleniumLib.gotoAndWaitForBreadcrumbHeaderToContain("/peopleApp/greetingsApp/person", "Person");
       queryScreenLib.waitForQueryToHaveRan();
       queryScreenLib.gotoAdvancedMode();
-      queryScreenLib.clickFilterButton();
+      queryScreenLib.clickFilterBuilderButton();
 
       /////////////////////////////////////////////////////////////////////
       // open the filter window, enter a value, wait for query to re-run //
       /////////////////////////////////////////////////////////////////////
       qSeleniumJavalin.beginCapture();
-      queryScreenLib.addAdvancedQueryFilterInput(qSeleniumLib, 0, "Id", "equals", "1", null);
+      queryScreenLib.addAdvancedQueryFilterInput(0, "Id", "equals", "1", null);
 
       ///////////////////////////////////////////////////////////////////
       // assert that query & count both have the expected filter value //
@@ -117,11 +119,11 @@ public class QueryScreenTest extends QBaseSeleniumTest
       qSeleniumLib.gotoAndWaitForBreadcrumbHeaderToContain("/peopleApp/greetingsApp/person", "Person");
       queryScreenLib.waitForQueryToHaveRan();
       queryScreenLib.gotoAdvancedMode();
-      queryScreenLib.clickFilterButton();
+      queryScreenLib.clickFilterBuilderButton();
 
       qSeleniumJavalin.beginCapture();
-      queryScreenLib.addAdvancedQueryFilterInput(qSeleniumLib, 0, "First Name", "contains", "Dar", "Or");
-      queryScreenLib.addAdvancedQueryFilterInput(qSeleniumLib, 1, "First Name", "contains", "Jam", "Or");
+      queryScreenLib.addAdvancedQueryFilterInput(0, "First Name", "contains", "Dar", "Or");
+      queryScreenLib.addAdvancedQueryFilterInput(1, "First Name", "contains", "Jam", "Or");
 
       String expectedFilterContents0 = """
          {"fieldName":"firstName","operator":"CONTAINS","values":["Dar"]}""";
@@ -137,6 +139,138 @@ public class QueryScreenTest extends QBaseSeleniumTest
    }
 
 
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   @Test
+   void testBasicBooleanOperators()
+   {
+      QueryScreenLib queryScreenLib = new QueryScreenLib(qSeleniumLib);
+
+      qSeleniumLib.gotoAndWaitForBreadcrumbHeaderToContain("/peopleApp/greetingsApp/person", "Person");
+      queryScreenLib.waitForQueryToHaveRan();
+
+      queryScreenLib.addBasicFilter("Is Employed");
+
+      testBasicCriteria(queryScreenLib, "Is Employed", "equals yes", null, "(?s).*Is Employed:.*yes.*", """
+         {"fieldName":"isEmployed","operator":"EQUALS","values":[true]}""");
+
+      testBasicCriteria(queryScreenLib, "Is Employed", "equals no", null, "(?s).*Is Employed:.*no.*", """
+         {"fieldName":"isEmployed","operator":"EQUALS","values":[false]}""");
+
+      testBasicCriteria(queryScreenLib, "Is Employed", "is empty", null, "(?s).*Is Employed:.*is empty.*", """
+         {"fieldName":"isEmployed","operator":"IS_BLANK","values":[]}""");
+
+      testBasicCriteria(queryScreenLib, "Is Employed", "is not empty", null, "(?s).*Is Employed:.*is not empty.*", """
+         {"fieldName":"isEmployed","operator":"IS_NOT_BLANK","values":[]}""");
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   @Test
+   void testBasicPossibleValues()
+   {
+      QueryScreenLib queryScreenLib = new QueryScreenLib(qSeleniumLib);
+
+      qSeleniumLib.gotoAndWaitForBreadcrumbHeaderToContain("/peopleApp/greetingsApp/person", "Person");
+      queryScreenLib.waitForQueryToHaveRan();
+
+      String field = "Home City";
+      queryScreenLib.addBasicFilter(field);
+
+      testBasicCriteriaPossibleValues(queryScreenLib, field, "is any of", List.of("St. Louis", "Chesterfield"), "(?s).*" + field + ":.*St. Louis.*\\+1.*", """
+         {"fieldName":"homeCityId","operator":"IN","values":[1,2]}""");
+
+      testBasicCriteriaPossibleValues(queryScreenLib, field, "equals", List.of("Chesterfield"), "(?s).*" + field + ":.*Chesterfield.*", """
+         {"fieldName":"homeCityId","operator":"EQUALS","values":[2]}""");
+
+      testBasicCriteriaPossibleValues(queryScreenLib, field, "is empty", null, "(?s).*" + field + ":.*is empty.*", """
+         {"fieldName":"homeCityId","operator":"IS_BLANK","values":[]}""");
+
+      testBasicCriteriaPossibleValues(queryScreenLib, field, "does not equal", List.of("St. Louis"), "(?s).*" + field + ":.*does not equal.*St. Louis.*", """
+         {"fieldName":"homeCityId","operator":"NOT_EQUALS_OR_IS_NULL","values":[1]}""");
+
+      testBasicCriteriaPossibleValues(queryScreenLib, field, "is none of", List.of("Chesterfield"), "(?s).*" + field + ":.*is none of.*St. Louis.*\\+1", """
+         {"fieldName":"homeCityId","operator":"NOT_IN","values":[1,2]}""");
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   private void testBasicCriteria(QueryScreenLib queryScreenLib, String fieldLabel, String operatorLabel, String value, String expectButtonStringRegex, String expectFilterJsonContains)
+   {
+      qSeleniumJavalin.beginCapture();
+      queryScreenLib.setBasicFilter(fieldLabel, operatorLabel, value);
+      queryScreenLib.waitForBasicFilterButtonMatchingRegex(expectButtonStringRegex);
+      qSeleniumJavalin.waitForCapturedPathWithBodyContaining("/data/person/query", expectFilterJsonContains);
+      qSeleniumJavalin.endCapture();
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   private void testBasicCriteriaPossibleValues(QueryScreenLib queryScreenLib, String fieldLabel, String operatorLabel, List<String> values, String expectButtonStringRegex, String expectFilterJsonContains)
+   {
+      qSeleniumJavalin.beginCapture();
+      queryScreenLib.setBasicFilterPossibleValues(fieldLabel, operatorLabel, values);
+      queryScreenLib.waitForBasicFilterButtonMatchingRegex(expectButtonStringRegex);
+      qSeleniumJavalin.waitForCapturedPathWithBodyContaining("/data/person/query", expectFilterJsonContains);
+      qSeleniumJavalin.endCapture();
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   @Test
+   void testAdvancedBooleanOperators()
+   {
+      QueryScreenLib queryScreenLib = new QueryScreenLib(qSeleniumLib);
+
+      qSeleniumLib.gotoAndWaitForBreadcrumbHeaderToContain("/peopleApp/greetingsApp/person", "Person");
+      queryScreenLib.waitForQueryToHaveRan();
+
+      queryScreenLib.gotoAdvancedMode();
+
+      testAdvancedCriteria(queryScreenLib, "Is Employed", "equals yes", null, "(?s).*Is Employed.*equals yes.*", """
+         {"fieldName":"isEmployed","operator":"EQUALS","values":[true]}""");
+
+      testAdvancedCriteria(queryScreenLib, "Is Employed", "equals no", null, "(?s).*Is Employed.*equals no.*", """
+         {"fieldName":"isEmployed","operator":"EQUALS","values":[false]}""");
+
+      testAdvancedCriteria(queryScreenLib, "Is Employed", "is empty", null, "(?s).*Is Employed.*is empty.*", """
+         {"fieldName":"isEmployed","operator":"IS_BLANK","values":[]}""");
+
+      testAdvancedCriteria(queryScreenLib, "Is Employed", "is not empty", null, "(?s).*Is Employed.*is not empty.*", """
+         {"fieldName":"isEmployed","operator":"IS_NOT_BLANK","values":[]}""");
+   }
+
    // todo - table requires variant - prompt for it, choose it, see query; change variant, change on-screen, re-query
 
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   private void testAdvancedCriteria(QueryScreenLib queryScreenLib, String fieldLabel, String operatorLabel, String value, String expectQueryStringRegex, String expectFilterJsonContains)
+   {
+      qSeleniumJavalin.beginCapture();
+      queryScreenLib.clickFilterBuilderButton();
+      queryScreenLib.addAdvancedQueryFilterInput(0, fieldLabel, operatorLabel, value, null);
+      qSeleniumLib.clickBackdrop();
+      queryScreenLib.waitForAdvancedQueryStringMatchingRegex(expectQueryStringRegex);
+      qSeleniumJavalin.waitForCapturedPathWithBodyContaining("/data/person/query", expectFilterJsonContains);
+      qSeleniumJavalin.endCapture();
+      queryScreenLib.clickAdvancedFilterClearIcon();
+   }
+
 }