@cplace/test-mcp-server 0.1.15 → 1.1.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/README.md +275 -119
- package/dist/api.d.ts.map +1 -1
- package/dist/api.js +7 -1
- package/dist/api.js.map +1 -1
- package/dist/conditional-registration.d.ts.map +1 -1
- package/dist/conditional-registration.js +25 -3
- package/dist/conditional-registration.js.map +1 -1
- package/dist/index.js +77 -96
- package/dist/index.js.map +1 -1
- package/dist/preference-file.d.ts +16 -0
- package/dist/preference-file.d.ts.map +1 -0
- package/dist/preference-file.js +133 -0
- package/dist/preference-file.js.map +1 -0
- package/dist/profiles.d.ts +1 -3
- package/dist/profiles.d.ts.map +1 -1
- package/dist/profiles.js +64 -112
- package/dist/profiles.js.map +1 -1
- package/dist/searchConversion.d.ts.map +1 -1
- package/dist/searchConversion.js +18 -5
- package/dist/searchConversion.js.map +1 -1
- package/dist/searchSchema.d.ts +25 -25
- package/dist/searchSchema.d.ts.map +1 -1
- package/dist/searchSchema.js +5 -5
- package/dist/searchSchema.js.map +1 -1
- package/dist/token-hashing.d.ts +3 -0
- package/dist/token-hashing.d.ts.map +1 -0
- package/dist/token-hashing.js +18 -0
- package/dist/token-hashing.js.map +1 -0
- package/dist/tool-metadata.d.ts +2 -0
- package/dist/tool-metadata.d.ts.map +1 -0
- package/dist/tool-metadata.js +45 -0
- package/dist/tool-metadata.js.map +1 -0
- package/dist/tools/board-widget.d.ts +432 -0
- package/dist/tools/board-widget.d.ts.map +1 -0
- package/dist/tools/board-widget.js +820 -0
- package/dist/tools/board-widget.js.map +1 -0
- package/dist/tools/change-listeners.d.ts +30 -0
- package/dist/tools/change-listeners.d.ts.map +1 -1
- package/dist/tools/change-listeners.js +24 -18
- package/dist/tools/change-listeners.js.map +1 -1
- package/dist/tools/common-schemas.d.ts +2 -0
- package/dist/tools/common-schemas.d.ts.map +1 -1
- package/dist/tools/common-schemas.js +16 -0
- package/dist/tools/common-schemas.js.map +1 -1
- package/dist/tools/csv-export.d.ts +1849 -0
- package/dist/tools/csv-export.d.ts.map +1 -0
- package/dist/tools/csv-export.js +61 -0
- package/dist/tools/csv-export.js.map +1 -0
- package/dist/tools/generic-layouts.d.ts +302 -0
- package/dist/tools/generic-layouts.d.ts.map +1 -1
- package/dist/tools/generic-layouts.js +124 -70
- package/dist/tools/generic-layouts.js.map +1 -1
- package/dist/tools/get-operations.d.ts +16 -0
- package/dist/tools/get-operations.d.ts.map +1 -0
- package/dist/tools/get-operations.js +63 -0
- package/dist/tools/get-operations.js.map +1 -0
- package/dist/tools/jobs.d.ts +32 -0
- package/dist/tools/jobs.d.ts.map +1 -0
- package/dist/tools/jobs.js +193 -0
- package/dist/tools/jobs.js.map +1 -0
- package/dist/tools/pages.d.ts +55 -0
- package/dist/tools/pages.d.ts.map +1 -1
- package/dist/tools/pages.js +173 -257
- package/dist/tools/pages.js.map +1 -1
- package/dist/tools/ppt-export-schemas.d.ts +16 -16
- package/dist/tools/ppt-export.d.ts +1493 -0
- package/dist/tools/ppt-export.d.ts.map +1 -1
- package/dist/tools/ppt-export.js +23 -17
- package/dist/tools/ppt-export.js.map +1 -1
- package/dist/tools/profile-management.d.ts +20 -0
- package/dist/tools/profile-management.d.ts.map +1 -0
- package/dist/tools/profile-management.js +250 -0
- package/dist/tools/profile-management.js.map +1 -0
- package/dist/tools/references.d.ts +36 -0
- package/dist/tools/references.d.ts.map +1 -1
- package/dist/tools/references.js +48 -45
- package/dist/tools/references.js.map +1 -1
- package/dist/tools/richstring-widgets.d.ts +51 -0
- package/dist/tools/richstring-widgets.d.ts.map +1 -0
- package/dist/tools/richstring-widgets.js +173 -0
- package/dist/tools/richstring-widgets.js.map +1 -0
- package/dist/tools/schedule.d.ts +14 -0
- package/dist/tools/schedule.d.ts.map +1 -1
- package/dist/tools/schedule.js +7 -3
- package/dist/tools/schedule.js.map +1 -1
- package/dist/tools/script-logs.d.ts +29 -0
- package/dist/tools/script-logs.d.ts.map +1 -0
- package/dist/tools/script-logs.js +144 -0
- package/dist/tools/script-logs.js.map +1 -0
- package/dist/tools/script.d.ts +25 -0
- package/dist/tools/script.d.ts.map +1 -0
- package/dist/tools/script.js +121 -0
- package/dist/tools/script.js.map +1 -0
- package/dist/tools/search.d.ts +1870 -0
- package/dist/tools/search.d.ts.map +1 -1
- package/dist/tools/search.js +50 -76
- package/dist/tools/search.js.map +1 -1
- package/dist/tools/system.d.ts.map +1 -1
- package/dist/tools/system.js +4 -2
- package/dist/tools/system.js.map +1 -1
- package/dist/tools/type-layouts.d.ts +37 -0
- package/dist/tools/type-layouts.d.ts.map +1 -1
- package/dist/tools/type-layouts.js +30 -22
- package/dist/tools/type-layouts.js.map +1 -1
- package/dist/tools/type-management.d.ts +134 -0
- package/dist/tools/type-management.d.ts.map +1 -0
- package/dist/tools/{workspace.js → type-management.js} +67 -307
- package/dist/tools/type-management.js.map +1 -0
- package/dist/tools/users.d.ts +19 -0
- package/dist/tools/users.d.ts.map +1 -1
- package/dist/tools/users.js +14 -28
- package/dist/tools/users.js.map +1 -1
- package/dist/tools/validators.d.ts +28 -0
- package/dist/tools/validators.d.ts.map +1 -1
- package/dist/tools/validators.js +21 -15
- package/dist/tools/validators.js.map +1 -1
- package/dist/tools/version-check.d.ts.map +1 -1
- package/dist/tools/version-check.js +11 -9
- package/dist/tools/version-check.js.map +1 -1
- package/dist/tools/version-history.d.ts +48 -0
- package/dist/tools/version-history.d.ts.map +1 -1
- package/dist/tools/version-history.js +39 -29
- package/dist/tools/version-history.js.map +1 -1
- package/dist/tools/widgets.d.ts +185 -0
- package/dist/tools/widgets.d.ts.map +1 -1
- package/dist/tools/widgets.js +245 -363
- package/dist/tools/widgets.js.map +1 -1
- package/dist/tools/workflow-scripts.d.ts +40 -0
- package/dist/tools/workflow-scripts.d.ts.map +1 -0
- package/dist/tools/workflow-scripts.js +186 -0
- package/dist/tools/workflow-scripts.js.map +1 -0
- package/dist/tools/workflow.d.ts +70 -0
- package/dist/tools/workflow.d.ts.map +1 -0
- package/dist/tools/workflow.js +259 -0
- package/dist/tools/workflow.js.map +1 -0
- package/dist/tools/workspace-admin.d.ts +50 -0
- package/dist/tools/workspace-admin.d.ts.map +1 -0
- package/dist/tools/workspace-admin.js +184 -0
- package/dist/tools/workspace-admin.js.map +1 -0
- package/dist/tools/workspace-core.d.ts +48 -0
- package/dist/tools/workspace-core.d.ts.map +1 -0
- package/dist/tools/workspace-core.js +184 -0
- package/dist/tools/workspace-core.js.map +1 -0
- package/dist/types.d.ts +3 -3
- package/dist/types.d.ts.map +1 -1
- package/dist/utils/dateValidation.d.ts +5 -0
- package/dist/utils/dateValidation.d.ts.map +1 -0
- package/dist/utils/dateValidation.js +57 -0
- package/dist/utils/dateValidation.js.map +1 -0
- package/dist/utils.d.ts +6 -0
- package/dist/utils.d.ts.map +1 -1
- package/dist/utils.js +114 -8
- package/dist/utils.js.map +1 -1
- package/dist/widget-specifications/CLAUDE.md +288 -0
- package/dist/widget-specifications/DOCUMENTATION-STATUS.md +424 -0
- package/dist/widget-specifications/GENERATING-FROM-RESEARCH.md +61 -0
- package/dist/widget-specifications/WIDGET-TAGGING-SCHEME.md +217 -0
- package/dist/widget-specifications/_research_from_ga_products/.claude-settings.local.json +48 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-api-common-config-metadata-SyncMetadataTable/research.md +168 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-breadcrumbs-breadcrumbsWidget/research.md +125 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-cboard-main-board/research.md +373 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-citizenAi-askYourPageWidget/research.md +319 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-cplaceReportGeneration-generateReportWidget/research.md +295 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-ctts-main-employeeReportChart/research.md +230 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-ctts-main-employeeReportGrid/research.md +215 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-ctts-main-projectmanagerReportChart/research.md +192 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-ctts-main-projectmanagerReportGrid/research.md +178 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-ctts-main-widget/research.md +332 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-demoWidgets-demoRichString/research.md +194 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-documentation-navigationWidget/research.md +426 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-dragAndDropImageView-imageWithTextAndListWidget/research.md +326 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-dragAndDropImageView-imageWithTextWidget/research.md +580 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-dragAndDropImageView-widget/research.md +281 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-draggablePageList-widget/research.md +210 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-dynamicCodeBlockWidget-dynamicCodeBlockWidget/research.md +250 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-ecf-attribute-conversion-widget-enumMappingTable/research.md +260 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-ecf-configuration-widget-attributeMappingTable/research.md +148 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-ecf-connector-extension-widget-cleanupConfigTable/research.md +138 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-ecf-connector-extension-widget-connectorSyncConfigsTable/research.md +150 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-ecf-connector-extension-widget-serverConnectionTable/research.md +181 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-extendedTreeTableWidget/research.md +253 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-formsWizard-horizontalDivider/research.md +261 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-formsWizard-startWizardWidget/research.md +211 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-formsWizard-stepEditorForWizardWidget/research.md +183 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-formsWizard-stepEditorWidget/research.md +298 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-formsWizard-stepManager/research.md +419 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-formsWizard-stepPreview/research.md +256 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-formsWizard-wizardActivation/research.md +174 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-formsWizard-wizardAnalysis/research.md +283 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-formsWizard-wizardLocalizations/research.md +193 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-genericInterface-api-widgets-triggerInterfaceButton/research.md +180 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-landingPageFromPage-quickOverview/research.md +186 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-landingPageFromPage-sessionUserNameWidget/research.md +158 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-landingPageFromPage-simpleListWithAttachment/research.md +135 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-layoutTabsWidget-widget/research.md +238 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-lowCodeWidgets-lowCodeButton/research.md +272 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-lowcode-ai-chatWidget/research.md +194 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-meeting-pageHeader/research.md +208 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-navigationTileWidget-widget/research.md +259 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-officeReports-headlineForReports/research.md +174 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-officeReports-scriptPlaceholders/research.md +233 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-officeReports-templatePlaceholders/research.md +150 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-orgaTree-edit/research.md +353 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-outlookMessageIntegration-outlookMessages/research.md +233 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-pageViewHeadline-widget/research.md +217 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-pdfPreview-widget/research.md +235 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-platform-attributesGroup/research.md +525 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-platform-batchJobQuickGlance/research.md +372 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-platform-connectedAttributesGroup/research.md +408 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-platform-dynamicIframe/research.md +198 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-platform-tableWidget/research.md +427 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-pptexport-pgPreviewWidget/research.md +151 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-projectTree-editProjects/research.md +163 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-projektplanung-scheduleLockState/research.md +174 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-projektplanung-subscriptions/research.md +316 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-qrCodeWidget/research.md +130 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-resourceManagement-resourcePlannerDefinition/research.md +331 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-rest-config-widget-productionModeHintWidget/research.md +332 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-simpleCalendar-calendar/research.md +284 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-simpleForm-widget/research.md +193 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-tableDetailViewWidget-widget/research.md +311 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-treeTableWidget/research.md +420 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-tuplesWidget-widget/research.md +295 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-videoWidget/research.md +154 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-visualizations-scriptingHighcharts/research.md +249 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-visualizations-scriptingLineChart/research.md +279 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-cplace-visualizations-tupleLineChart/research.md +221 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-platform-attributeHistory/research.md +421 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-platform-attributes/research.md +377 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-platform-comments/research.md +254 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-platform-connectedBarChart/research.md +275 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-platform-connectedMatrix/research.md +396 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-platform-connectedPieChart/research.md +150 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-platform-connectedSingleAttribute/research.md +430 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-platform-connectedTableFilter/research.md +468 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-platform-customRichStringAttribute/research.md +120 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-platform-embeddedSearchAsList/research.md +485 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-platform-embeddedSearchAsTable/research.md +428 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-platform-files/research.md +240 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-platform-iframe/research.md +358 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-platform-incomingLinks/research.md +242 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-platform-incomingReferences/research.md +488 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-platform-makeover-attributes/research.md +219 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-platform-modificationInfo/research.md +141 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-platform-myElements/research.md +116 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-platform-richString/research.md +437 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-platform-singleAttribute/research.md +1094 -0
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- package/dist/widget-specifications/_research_from_ga_products/cf-projektplanung-gantt/research.md +268 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-projektplanung-ganttTaskDemo/research.md +271 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-projektplanung-multiGantt/research.md +343 -0
- package/dist/widget-specifications/_research_from_ga_products/cf-projektplanung-scheduleTreeTable/research.md +261 -0
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---
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date: 2026-01-16
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widget_id: cf.cplace.cboard.main.board
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repository: cplace-board
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tags: [widget, board, kanban, agile, card-view]
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---
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# Board Widget Research
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**Widget ID**: `cf.cplace.cboard.main.board`
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**Repository**: `cplace-board`
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**Definition Class**: `/cf.cplace.cboard.main/src/main/java/cf/cplace/cboard/main/script/BoardWidgetDefinition.java`
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## 1. Widget Description
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The Board widget enables different agile working methods to be mapped using a configurable board. It displays any cplace pages as visual cards arranged in columns and swimlanes, supporting drag-and-drop to change card positions and status values.
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## 2. Purpose and Core Functionality
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### What It Does
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The Board widget transforms structured data (cplace pages) into a visual, interactive board interface where:
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- **Pages become cards**: Any cplace page can be displayed as a card on the board
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- **Flexible filtering**: Various filter options provide quick overview of relevant cards
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### Key Characteristics
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1. **Configurable Board Structure**
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- Vertical columns (required) - typically representing workflow stages or status values
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- Can be static (predefined) or dynamic (auto-generated from attribute values)
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2. **Card Visualization**
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- Assignees with avatars
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- Date information
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- Attachments
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- Text search across cards
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## 3. Use Cases
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### Primary Use Cases
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1. **Kanban Board**
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- **When**: Managing work items through workflow stages
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- **When**: Organizing work items for agile sprints
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- **Benefit**: Clear view of work distribution across sprints
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- **Configuration**: Order status as columns, customer or priority as swimlanes
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- **When**: Managing events across time periods
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- **Example**: Events scheduled across weeks or months
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- **Configuration**: Date ranges as dynamic columns, event type as swimlanes
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- **Benefit**: Time-based visualization of event distribution
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6. **Bug Tracking Board**
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- **When**: Managing software defects through resolution lifecycle
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- **Example**: Bugs categorized by severity and status
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- **Configuration**: Bug state as columns (New → In Progress → Testing → Closed), severity as swimlanes
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- **Benefit**: Clear overview of bug backlog and resolution progress
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### When to Use This Widget
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**Choose the Board widget when you need to:**
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- Visualize workflow stages or process steps
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- Enable quick status updates via drag-and-drop
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- Provide overview of work distribution across categories
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- Support collaborative work with multiple users
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**Don't use this widget when:**
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- You need detailed tabular data analysis (use Table widget instead)
|
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108
|
+
- The data doesn't have a clear workflow or categorization
|
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109
|
+
- You need hierarchical tree structures (use Tree widget instead)
|
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110
|
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- The primary need is reporting/analytics (use Chart widget instead)
|
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111
|
+
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112
|
+
## 4. Configuration Concepts
|
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113
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+
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114
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+
### 4.1 Search Configurations
|
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115
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+
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116
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+
**Purpose**: Define which pages appear as cards on the board
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117
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+
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118
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+
**Key Concept**: A board can display cards from multiple searches, each search can target:
|
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119
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- Specific page types (e.g., only "Order" pages)
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120
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- Specific search criteria (e.g., all open tasks in current space)
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121
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- Different attribute configurations (what to display on cards)
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+
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123
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+
**Configuration Elements**:
|
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|
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- `searchId`: Reference to a cplace search
|
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125
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+
- `attributesConfiguration`: Defines what attributes display on cards
|
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- Description attribute
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- Date attribute for filtering/display
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- Tags attribute
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129
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- Custom icons attributes
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- Display attributes (shown on card)
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### 4.2 Column Mapping
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**Purpose**: Define vertical columns and how cards map to them
|
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**Key Concepts**:
|
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+
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138
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**Static Columns**:
|
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- Predefined, fixed set of columns
|
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- Explicitly defined column labels and mapped values
|
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- Example: "To Do", "In Progress", "Done"
|
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+
|
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143
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+
**Dynamic Columns**:
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- Auto-generated from attribute values
|
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- Columns appear/disappear based on actual data
|
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- Example: Auto-create columns for each distinct status value
|
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- Special support for date-based columns (by year, quarter, month, week, day)
|
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+
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149
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**Configuration Elements**:
|
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- `dynamic`: Boolean flag for static vs. dynamic
|
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151
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- `mappedAttributes`: Which page attributes determine column placement
|
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152
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- `elements`: Static column definitions (labels, icons, mapped values)
|
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153
|
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- `timeGranularity`: For date-based dynamic columns (YEAR, QUARTER, MONTH, WEEK, DAY)
|
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154
|
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- `dateRange`: Time range for date-based columns
|
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155
|
+
|
|
156
|
+
### 4.3 Swimlane Mapping
|
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|
+
|
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158
|
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**Purpose**: Define optional horizontal rows for additional grouping
|
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159
|
+
|
|
160
|
+
**Key Concepts**:
|
|
161
|
+
- Uses same configuration structure as columns
|
|
162
|
+
- Optional - board can have no swimlanes (single row)
|
|
163
|
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- Creates grid layout: each cell is a column × swimlane intersection
|
|
164
|
+
- Cards placed in cells based on both column AND swimlane attribute values
|
|
165
|
+
|
|
166
|
+
**Common Patterns**:
|
|
167
|
+
- Group by priority (High, Medium, Low)
|
|
168
|
+
- Group by team or person
|
|
169
|
+
- Group by product or project
|
|
170
|
+
- Group by customer or department
|
|
171
|
+
|
|
172
|
+
### 4.4 Visual Components
|
|
173
|
+
|
|
174
|
+
**Purpose**: Toggle UI features on/off
|
|
175
|
+
|
|
176
|
+
**Available Toggles**:
|
|
177
|
+
|
|
178
|
+
| Component | Purpose | Default |
|
|
179
|
+
|-----------|---------|---------|
|
|
180
|
+
| Unmapped Cards Container | Sidebar showing cards that don't match any column/swimlane | Off |
|
|
181
|
+
| Card Details View | Detail panel when clicking a card | Off |
|
|
182
|
+
| Space After Last Column | Visual spacing after the last column | On |
|
|
183
|
+
| Recent History Button | Button to highlight recently changed cards | Off |
|
|
184
|
+
| Recent History Time Range | How many weeks count as "recent" | 2 weeks |
|
|
185
|
+
| Add Card Button | "+" button to create new cards | On |
|
|
186
|
+
|
|
187
|
+
### 4.5 Widget Customization
|
|
188
|
+
|
|
189
|
+
**Title**: Optional multilingual widget title
|
|
190
|
+
**Height**: Optional fixed height in pixels (otherwise auto-sizes)
|
|
191
|
+
|
|
192
|
+
## 5. Integration and Context
|
|
193
|
+
|
|
194
|
+
### Relationship to Other Widgets
|
|
195
|
+
|
|
196
|
+
**Can be embedded in**:
|
|
197
|
+
- Connected Attributes Group Widget (allows conditional display based on page attributes)
|
|
198
|
+
|
|
199
|
+
**Works well with**:
|
|
200
|
+
- Table Widget: For detailed list view of the same data
|
|
201
|
+
- Chart Widget: For analytics on the same dataset
|
|
202
|
+
- Search Widget: For advanced filtering capabilities
|
|
203
|
+
|
|
204
|
+
### Data Model Requirements
|
|
205
|
+
|
|
206
|
+
The Board widget works with:
|
|
207
|
+
- Any cplace page type
|
|
208
|
+
- Pages must have attributes that can serve as:
|
|
209
|
+
- Column mapping source (e.g., status, phase)
|
|
210
|
+
- Optional swimlane mapping source (e.g., priority, team)
|
|
211
|
+
- Display attributes (title, description, dates, tags, icons)
|
|
212
|
+
|
|
213
|
+
### Platform Features Used
|
|
214
|
+
|
|
215
|
+
- **Search System**: To query which pages become cards
|
|
216
|
+
- **Attribute System**: To map pages to columns/swimlanes and display information
|
|
217
|
+
- **Permission System**: Cards respect page-level read/write permissions
|
|
218
|
+
- **Real-time Sync**: Automatic board updates when pages change
|
|
219
|
+
- **Drag-and-Drop**: Platform drag-and-drop infrastructure
|
|
220
|
+
- **State Persistence**: User preferences saved (filters, column widths, visibility)
|
|
221
|
+
|
|
222
|
+
## 6. Technical Architecture Insights
|
|
223
|
+
|
|
224
|
+
### Backend Architecture
|
|
225
|
+
|
|
226
|
+
**Definition Layer** (`BoardWidgetDefinition.java:30-129`):
|
|
227
|
+
- Declares widget type: `cf.cplace.cboard.main.board`
|
|
228
|
+
- Defines configuration type: `BOARD_CONFIGURATION`
|
|
229
|
+
- Handles widget rendering via `getContentSubstitution()`
|
|
230
|
+
- Supports configuration migration for backwards compatibility
|
|
231
|
+
|
|
232
|
+
**Configuration Factory** (`BoardWidgetConfigurationFactory.java`):
|
|
233
|
+
- Transforms widget configuration into runtime DTO
|
|
234
|
+
- Prepares all URLs for backend handlers
|
|
235
|
+
- Includes feature flags and metadata
|
|
236
|
+
|
|
237
|
+
**Backend Handlers**:
|
|
238
|
+
- `loadBoardHandlerUrl`: Load board structure (columns, swimlanes, metadata)
|
|
239
|
+
- `loadCardsHandlerUrl`: Load/reload card data
|
|
240
|
+
- `addCardUrl`: Create new cards
|
|
241
|
+
- `editCardUrl`: Edit existing cards
|
|
242
|
+
- `changeCardPositionUrl`: Handle drag-and-drop updates
|
|
243
|
+
- `boardSyncUrl`: Real-time synchronization endpoint
|
|
244
|
+
|
|
245
|
+
### Frontend Architecture
|
|
246
|
+
|
|
247
|
+
**Main Controller** (`cplaceCboardMainWidget.ts`):
|
|
248
|
+
- Manages widget lifecycle and state
|
|
249
|
+
- Coordinates card loading and rendering
|
|
250
|
+
- Handles user interactions (drag-and-drop, clicks, filters)
|
|
251
|
+
- Manages real-time synchronization polling
|
|
252
|
+
- Persists user state (filter selections, column widths, scroll position)
|
|
253
|
+
|
|
254
|
+
**Key Services**:
|
|
255
|
+
- `BoardInstance`: Board data model and card management
|
|
256
|
+
- `FilterService`: Filter logic and state
|
|
257
|
+
- `SortableWrapperService`: Drag-and-drop functionality
|
|
258
|
+
- `BoardSyncService`: Real-time synchronization
|
|
259
|
+
- `GridService`: Column layout and resizing
|
|
260
|
+
- `UserStateService`: Persist user preferences
|
|
261
|
+
|
|
262
|
+
**State Management**:
|
|
263
|
+
- Session storage: Temporary state (scroll position, active filters)
|
|
264
|
+
- Local storage: Persistent preferences (card expansion level)
|
|
265
|
+
- Backend persistence: User state across sessions (column widths, visibility)
|
|
266
|
+
|
|
267
|
+
### Data Flow
|
|
268
|
+
|
|
269
|
+
```
|
|
270
|
+
1. Widget Configuration (stored in page layout)
|
|
271
|
+
↓
|
|
272
|
+
2. Backend: ConfigurationFactoryImpl reads attributes
|
|
273
|
+
↓
|
|
274
|
+
3. Backend: BoardWidgetConfigurationFactory creates DTO
|
|
275
|
+
↓
|
|
276
|
+
4. JSON serialization → HTML data attribute
|
|
277
|
+
↓
|
|
278
|
+
5. Frontend: Parse configuration and initialize board
|
|
279
|
+
↓
|
|
280
|
+
6. Load board structure (columns, swimlanes)
|
|
281
|
+
↓
|
|
282
|
+
7. Load cards based on search configurations
|
|
283
|
+
↓
|
|
284
|
+
8. Render grid and cards
|
|
285
|
+
↓
|
|
286
|
+
9. User interactions → Backend handlers → Reload affected cards
|
|
287
|
+
↓
|
|
288
|
+
10. Periodic sync checks for external changes
|
|
289
|
+
```
|
|
290
|
+
|
|
291
|
+
## 7. Advanced Features
|
|
292
|
+
|
|
293
|
+
### Dynamic Board Elements
|
|
294
|
+
|
|
295
|
+
- Columns and swimlanes can be auto-generated from attribute values
|
|
296
|
+
- Dynamic elements update automatically when new values appear
|
|
297
|
+
- Performance limits: Maximum number of dynamic elements configurable
|
|
298
|
+
- Notification system warns users when elements are auto-hidden for performance
|
|
299
|
+
|
|
300
|
+
### Date-Based Boards
|
|
301
|
+
|
|
302
|
+
- Special support for time-based columns (weeks, months, quarters)
|
|
303
|
+
- Date range configuration limits the time window
|
|
304
|
+
- Useful for timeline views, release planning, event scheduling
|
|
305
|
+
|
|
306
|
+
### Unmapped Cards Sidebar
|
|
307
|
+
|
|
308
|
+
- Shows cards that don't match any column/swimlane combination
|
|
309
|
+
- Useful when card attribute values are incomplete or invalid
|
|
310
|
+
- Can be toggled open/close by users
|
|
311
|
+
- Cards can be dragged from sidebar to board
|
|
312
|
+
|
|
313
|
+
### Recent Changes Tracking
|
|
314
|
+
|
|
315
|
+
- Highlight cards modified within a time window (configurable weeks)
|
|
316
|
+
- Helps teams focus on recently updated items
|
|
317
|
+
- Button in toolbar to activate/deactivate highlighting
|
|
318
|
+
|
|
319
|
+
### Card Details Panel
|
|
320
|
+
|
|
321
|
+
- Side panel showing full page details
|
|
322
|
+
- Allows editing without leaving the board
|
|
323
|
+
- Changes save automatically and update board
|
|
324
|
+
- Form validation prevents board refresh during editing
|
|
325
|
+
|
|
326
|
+
### Multi-User Collaboration
|
|
327
|
+
|
|
328
|
+
- Automatic synchronization polls backend for changes
|
|
329
|
+
- Pauses polling when widget not visible (performance optimization)
|
|
330
|
+
- Pauses when browser tab not active
|
|
331
|
+
- Conflict detection and notification system
|
|
332
|
+
|
|
333
|
+
## 8. Performance Considerations
|
|
334
|
+
|
|
335
|
+
### Card Limits
|
|
336
|
+
|
|
337
|
+
- Configurable limit per search configuration
|
|
338
|
+
- Default and minimum values enforced
|
|
339
|
+
- Prevents performance issues with very large datasets
|
|
340
|
+
|
|
341
|
+
### Dynamic Element Limits
|
|
342
|
+
|
|
343
|
+
- Maximum number of dynamic columns/swimlanes
|
|
344
|
+
- Auto-hide elements beyond limit with user notification
|
|
345
|
+
- Users can manually show/hide elements as needed
|
|
346
|
+
|
|
347
|
+
### Loading Strategies
|
|
348
|
+
|
|
349
|
+
- Initial load: Load board structure and all cards
|
|
350
|
+
- Incremental updates: Load only changed cards
|
|
351
|
+
- Lazy sidebar loading: Unmapped cards loaded only when sidebar opened
|
|
352
|
+
- Smart polling: Adjusts frequency based on widget visibility
|
|
353
|
+
|
|
354
|
+
## 9. Code References
|
|
355
|
+
|
|
356
|
+
### Backend (Java)
|
|
357
|
+
|
|
358
|
+
- Widget Definition: `cf.cplace.cboard.main/src/main/java/cf/cplace/cboard/main/script/BoardWidgetDefinition.java:30-129`
|
|
359
|
+
- Configuration Types: `cf.cplace.cboard.main/src/main/java/cf/cplace/cboard/main/MainWidgetTypes.java:21-89`
|
|
360
|
+
- Configuration Factory: `cf.cplace.cboard.main/src/main/java/cf/cplace/cboard/main/script/BoardWidgetConfigurationFactory.java`
|
|
361
|
+
- Localization: `cf.cplace.cboard.main/src/main/resources/cf/cplace/cboard/main/messages_en.properties:219-220`
|
|
362
|
+
|
|
363
|
+
### Frontend (TypeScript)
|
|
364
|
+
|
|
365
|
+
- Main Widget Controller: `cf.cplace.cboard.main/assets/ts/core/cplaceCboardMainWidget.ts:53-1327`
|
|
366
|
+
- Widget Configuration Interface: `cf.cplace.cboard.main/assets/ts/core/cplaceCboardMainWidget.ts:1146-1175`
|
|
367
|
+
- Card Model: `cf.cplace.cboard.main/assets/ts/card/CardModel.ts:3-47`
|
|
368
|
+
- Board Instance: `cf.cplace.cboard.main/assets/ts/core/BoardInstance.ts`
|
|
369
|
+
|
|
370
|
+
## 10. Related Documentation
|
|
371
|
+
|
|
372
|
+
- Previous research on configuration attributes: `/specs/2026-01-14_board-widget-configuration-attributes/research.md`
|
|
373
|
+
- Plugin description (messages_en.properties:2): "This app provides the 'Board' widget which offers a flexible option for mapping various agile working methods."
|
|
@@ -0,0 +1,319 @@
|
|
|
1
|
+
# Research: Ask Your Page Widget
|
|
2
|
+
|
|
3
|
+
## Widget Information
|
|
4
|
+
|
|
5
|
+
- **Widget ID**: `cf.cplace.citizenAi.askYourPageWidget`
|
|
6
|
+
- **Widget Name**: Ask Your Page
|
|
7
|
+
- **Repository**: cplace-citizen-ai
|
|
8
|
+
- **Plugin**: Citizen AI (`cf.cplace.citizenAi`)
|
|
9
|
+
- **Definition Class**: `cf.cplace.citizenAi/src/main/java/cf/cplace/citizenAi/widgets/AskYourPageWidgetDefinition.java`
|
|
10
|
+
- **Icon**: fa-code
|
|
11
|
+
|
|
12
|
+
## 1. Purpose & Core Functionality
|
|
13
|
+
|
|
14
|
+
### What This Widget Does
|
|
15
|
+
|
|
16
|
+
The Ask Your Page widget is an AI-powered chat interface that enables users to ask natural language questions about the current page they're viewing and get intelligent responses. It's a context-aware AI assistant that has deep knowledge about the page's attributes, relationships, files, and connected data.
|
|
17
|
+
|
|
18
|
+
### Key Features
|
|
19
|
+
|
|
20
|
+
1. **Page-Focused AI Assistant**: Automatically understands the context of the embedding page, including:
|
|
21
|
+
- All page attributes (name, content, creator, creation date, modifier, last modification timestamp)
|
|
22
|
+
- Page type and structure
|
|
23
|
+
- Incoming references from other pages
|
|
24
|
+
- Attached files and documents
|
|
25
|
+
|
|
26
|
+
2. **AI-Powered Tools**: The assistant has access to three specialized tools:
|
|
27
|
+
- `getPageById`: Retrieves detailed information about any page by its ID
|
|
28
|
+
- `getFileContent`: Accesses and reads the content of files attached to pages
|
|
29
|
+
- `getReferencingPages`: Finds all pages that reference a given page of a specific type
|
|
30
|
+
|
|
31
|
+
3. **Persistent Chat Memory**: Maintains conversation history per user on each page, allowing contextual follow-up questions
|
|
32
|
+
|
|
33
|
+
4. **Smart URL Generation**: The AI provides clickable links to pages and files instead of exposing internal IDs to users
|
|
34
|
+
|
|
35
|
+
## 2. Use Cases
|
|
36
|
+
|
|
37
|
+
### Primary Use Cases
|
|
38
|
+
|
|
39
|
+
1. **Page Exploration & Discovery**
|
|
40
|
+
- "What is this page about?"
|
|
41
|
+
- "Show me all the key information on this page"
|
|
42
|
+
- "What files are attached to this page?"
|
|
43
|
+
- "Which other pages reference this one?"
|
|
44
|
+
|
|
45
|
+
2. **Relationship Navigation**
|
|
46
|
+
- "Show me all projects that reference this requirement"
|
|
47
|
+
- "What tasks are linked to this milestone?"
|
|
48
|
+
- "Find all related documentation pages"
|
|
49
|
+
|
|
50
|
+
3. **Content Analysis**
|
|
51
|
+
- "Summarize the content of the attached document"
|
|
52
|
+
- "What are the main attributes of this page?"
|
|
53
|
+
- "When was this page last modified and by whom?"
|
|
54
|
+
|
|
55
|
+
4. **Cross-Page Information Gathering**
|
|
56
|
+
- "Get details about page X that's referenced here"
|
|
57
|
+
- "What's the status of the linked project?"
|
|
58
|
+
- "Show me the content of the specification document attached to the related page"
|
|
59
|
+
|
|
60
|
+
### When to Use This Widget
|
|
61
|
+
|
|
62
|
+
- **Information-rich pages**: Pages with many attributes, relationships, or attached documents
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63
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+
- **Complex data structures**: When pages have multiple incoming/outgoing references
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64
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+
- **Documentation pages**: Technical specifications, requirements, or knowledge base articles
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65
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+
- **Project/task pages**: Where users need to understand relationships and dependencies
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66
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+
- **Pages requiring frequent information lookup**: Where users regularly need to query page data
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67
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+
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68
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+
### When NOT to Use This Widget
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69
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+
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70
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- **Simple pages with minimal content**: The widget adds overhead for pages that don't benefit from AI assistance
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71
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+
- **Pages where data input is the focus**: This is a read-only query interface, not for data entry
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72
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+
- **Public-facing pages**: Requires Low-Code permissions (see Access Control below)
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73
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+
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74
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+
## 3. Configuration Concepts
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75
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+
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76
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### Available Configuration Options
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77
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+
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78
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1. **Show Widget Frame** (boolean, default: `true`)
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79
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- Controls whether the widget displays in a bordered frame or inline
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80
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- Set to false for seamless integration into page layouts
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81
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+
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82
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2. **Localized Title** (localized string, default: "What can I help you with?")
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83
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+
- Customizable title displayed at the top of the chat interface
|
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84
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+
- Supports multiple languages
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85
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+
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86
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+
3. **Maximum Number of Messages** (number, default: 30)
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87
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+
- Limits the chat history retention
|
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88
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+
- When exceeded, oldest messages are automatically evicted
|
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89
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+
- Helps manage memory and storage
|
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90
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+
|
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91
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+
4. **Show Tool Executions** (boolean, default: `false`)
|
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92
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+
- When enabled, displays when the AI assistant is executing tools (e.g., "Getting page by ID...")
|
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93
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+
- Provides transparency into AI operations
|
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94
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+
- Useful for debugging or understanding AI behavior
|
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95
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+
|
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96
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+
5. **Disclaimer** (localized string, default: "AI models can make mistakes. Always verify important information.")
|
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97
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+
- Legal/informational disclaimer displayed to users
|
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98
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+
- Can be customized per organization policy
|
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99
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+
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100
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+
6. **Height** (number, default: 500px)
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101
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- Fixed height of the widget in pixels
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102
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+
- Ensures consistent layout across pages
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103
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+
|
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104
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+
### System Message Template
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105
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+
|
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106
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+
The widget uses a predefined system message that provides the AI with:
|
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107
|
+
- Current date context
|
|
108
|
+
- Page name and context
|
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109
|
+
- Available tools and their usage
|
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110
|
+
- Instructions to use links instead of IDs
|
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111
|
+
- Guidance on how to structure responses
|
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112
|
+
|
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113
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+
## 4. Context & Relationships
|
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114
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+
|
|
115
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+
### Relationship to Other Features
|
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116
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+
|
|
117
|
+
#### Citizen AI Chat Widget (`cf.cplace.lowcode.ai.chatWidget`)
|
|
118
|
+
|
|
119
|
+
The Ask Your Page widget is a **specialized, simplified version** of the more flexible Chat Widget:
|
|
120
|
+
|
|
121
|
+
**Differences:**
|
|
122
|
+
|
|
123
|
+
| Feature | Ask Your Page Widget | Chat Widget |
|
|
124
|
+
|---------|---------------------|-------------|
|
|
125
|
+
| **Purpose** | Page-specific Q&A | General-purpose AI chat |
|
|
126
|
+
| **Data Source** | Always the embedding page | Configurable (search, table, selection) |
|
|
127
|
+
| **Customization** | Fixed tools, no scripting | Fully scriptable via Low-Code |
|
|
128
|
+
| **Tools** | Built-in page tools | Custom tools via script |
|
|
129
|
+
| **User Scope** | Always user-specific | Can be shared or user-specific |
|
|
130
|
+
| **Complexity** | Simple, zero-config | Advanced, requires Low-Code scripting |
|
|
131
|
+
| **Use Case** | Quick page exploration | Complex workflows, custom AI behavior |
|
|
132
|
+
|
|
133
|
+
**When to choose Ask Your Page over Chat:**
|
|
134
|
+
- You want a ready-to-use solution without scripting
|
|
135
|
+
- Focus is exclusively on the current page and its relationships
|
|
136
|
+
- Users need simple question-answer functionality
|
|
137
|
+
- No custom AI behavior required
|
|
138
|
+
|
|
139
|
+
**When to choose Chat over Ask Your Page:**
|
|
140
|
+
- Need to query multiple pages or a data source
|
|
141
|
+
- Require custom tools or AI behavior
|
|
142
|
+
- Want to implement specific workflows
|
|
143
|
+
- Need shared chat history across users
|
|
144
|
+
|
|
145
|
+
### Plugin Dependencies
|
|
146
|
+
|
|
147
|
+
The widget is part of the **Citizen AI plugin** (`cf.cplace.citizenAi`) which:
|
|
148
|
+
- Extends cPlace's AI capabilities with Low-Code integration
|
|
149
|
+
- Provides reusable AI Assistant configurations
|
|
150
|
+
- Requires the platform's AI configuration to be enabled
|
|
151
|
+
- Depends on LangChain4j for AI orchestration
|
|
152
|
+
|
|
153
|
+
### Access Control
|
|
154
|
+
|
|
155
|
+
**Permissions Required:**
|
|
156
|
+
1. **Embedding Permission**: Users must have Low-Code edit permission (`GlobalPermissions.mayEditLowCode()`) to add this widget to a page
|
|
157
|
+
2. **Usage Permission**: Once embedded, any user with page view access can interact with the widget
|
|
158
|
+
3. **Plugin Setting**: The "Ask Your Page" feature must be enabled in plugin settings (`isAskYourPageEnabled()`)
|
|
159
|
+
4. **Default Model**: A default AI model must be configured in plugin settings
|
|
160
|
+
|
|
161
|
+
**Read-Only Mode:**
|
|
162
|
+
- The widget automatically enters read-only mode if it's not embedded in a Page (e.g., in layouts or other contexts)
|
|
163
|
+
- This prevents chat functionality in unsupported contexts
|
|
164
|
+
|
|
165
|
+
### Technical Architecture
|
|
166
|
+
|
|
167
|
+
**Backend Components:**
|
|
168
|
+
- `AskYourPageService`: Core service handling message processing and AI orchestration
|
|
169
|
+
- `AskYourPageController`: REST endpoint (`/cplace-fe/cf.cplace.citizenAi/ask-your-page/messages`)
|
|
170
|
+
- `AskYourPageTools`: Built-in tools for page information retrieval
|
|
171
|
+
- `PersistentAiChatMemory`: Chat history storage per user/page/widget
|
|
172
|
+
|
|
173
|
+
**AI Model Integration:**
|
|
174
|
+
- Uses LangChain4j for AI assistant orchestration
|
|
175
|
+
- Configurable model via plugin settings (default model ID)
|
|
176
|
+
- Temperature: DEFAULT, Seed: 12345 for reproducibility
|
|
177
|
+
- Retrieval-Augmented Generation (RAG) capabilities for page content
|
|
178
|
+
|
|
179
|
+
**Data Flow:**
|
|
180
|
+
1. User sends message via frontend
|
|
181
|
+
2. Backend retrieves widget configuration and page context
|
|
182
|
+
3. System message is constructed with page details
|
|
183
|
+
4. AI assistant processes message with access to three tools
|
|
184
|
+
5. AI can call tools to retrieve additional information
|
|
185
|
+
6. Response is returned with markdown formatting and links
|
|
186
|
+
7. Conversation history is persisted for future context
|
|
187
|
+
|
|
188
|
+
## 5. Key Implementation Details
|
|
189
|
+
|
|
190
|
+
### Built-in Attributes Included
|
|
191
|
+
|
|
192
|
+
When converting a page to context for the AI, these attributes are always included:
|
|
193
|
+
- `name`: Page title
|
|
194
|
+
- `content`: Page description/content
|
|
195
|
+
- `creator`: User who created the page
|
|
196
|
+
- `createdAt`: Creation timestamp
|
|
197
|
+
- `modifier`: User who last modified the page
|
|
198
|
+
- `lastModificationTimestamp`: Last modification date
|
|
199
|
+
|
|
200
|
+
### File Handling
|
|
201
|
+
|
|
202
|
+
- Only files with searchable content (fulltext) are included
|
|
203
|
+
- Files are presented as links with names and URLs
|
|
204
|
+
- File content can be retrieved via the `getFileContent` tool
|
|
205
|
+
- Supports document summarization and content analysis
|
|
206
|
+
|
|
207
|
+
### Reference Handling
|
|
208
|
+
|
|
209
|
+
- Incoming references are grouped by type
|
|
210
|
+
- The AI receives a list of all types that reference the page
|
|
211
|
+
- Can retrieve detailed information about referencing pages by type
|
|
212
|
+
- References are sorted by creation date
|
|
213
|
+
|
|
214
|
+
### Markdown Output
|
|
215
|
+
|
|
216
|
+
The AI generates responses in markdown format, including:
|
|
217
|
+
- Page links: `[Page Name](url)`
|
|
218
|
+
- File links: `[File Name](url)`
|
|
219
|
+
- Structured content with headers, lists, and formatting
|
|
220
|
+
- Code blocks for technical content
|
|
221
|
+
|
|
222
|
+
## 6. Configuration vs. Chat Widget Comparison
|
|
223
|
+
|
|
224
|
+
### Similarities
|
|
225
|
+
- Both support localized titles
|
|
226
|
+
- Both have message limits
|
|
227
|
+
- Both can show/hide tool executions
|
|
228
|
+
- Both display disclaimers
|
|
229
|
+
- Both use persistent chat memory
|
|
230
|
+
|
|
231
|
+
### Unique to Ask Your Page
|
|
232
|
+
- No scripting required (zero Low-Code configuration)
|
|
233
|
+
- Automatic page context injection
|
|
234
|
+
- Built-in page exploration tools
|
|
235
|
+
- Always user-specific (no shared mode)
|
|
236
|
+
- Simpler permission model
|
|
237
|
+
|
|
238
|
+
### Unique to Chat Widget
|
|
239
|
+
- Script attribute for custom behavior
|
|
240
|
+
- Data source configuration (search/table/selection)
|
|
241
|
+
- Custom tool implementation
|
|
242
|
+
- Prompt suggestions via script
|
|
243
|
+
- Access control via script
|
|
244
|
+
- Can be shared across users
|
|
245
|
+
- More flexible data binding
|
|
246
|
+
|
|
247
|
+
## 7. Best Practices & Recommendations
|
|
248
|
+
|
|
249
|
+
### Configuration Best Practices
|
|
250
|
+
|
|
251
|
+
1. **Enable Tool Executions During Testing**: Set `showToolExecutions: true` when first deploying to help users understand AI behavior
|
|
252
|
+
|
|
253
|
+
2. **Adjust Message Limit Based on Use Case**:
|
|
254
|
+
- Simple pages: 20-30 messages
|
|
255
|
+
- Complex pages with frequent queries: 50+ messages
|
|
256
|
+
- Consider storage implications for high-traffic pages
|
|
257
|
+
|
|
258
|
+
3. **Customize the Title**: Use descriptive titles like "Ask About This Requirement" or "Project Q&A"
|
|
259
|
+
|
|
260
|
+
4. **Frame vs. Frameless**:
|
|
261
|
+
- Use frame (default) for standalone widgets
|
|
262
|
+
- Disable frame for tighter integration in custom layouts
|
|
263
|
+
|
|
264
|
+
### Use Case Recommendations
|
|
265
|
+
|
|
266
|
+
**Recommended for:**
|
|
267
|
+
- Technical documentation pages
|
|
268
|
+
- Requirement specifications
|
|
269
|
+
- Project dashboards
|
|
270
|
+
- Knowledge base articles
|
|
271
|
+
- Complex data pages with many relationships
|
|
272
|
+
|
|
273
|
+
**Not recommended for:**
|
|
274
|
+
- Form pages (use Chat Widget with custom scripts)
|
|
275
|
+
- Simple list pages
|
|
276
|
+
- Pages without significant content or relationships
|
|
277
|
+
- Highly dynamic pages where data changes frequently
|
|
278
|
+
|
|
279
|
+
### Performance Considerations
|
|
280
|
+
|
|
281
|
+
- Each message triggers AI model inference (cost consideration)
|
|
282
|
+
- Tool executions add latency (getPageById, getFileContent)
|
|
283
|
+
- Large files may take longer to process
|
|
284
|
+
- Chat memory persisted in database (storage consideration)
|
|
285
|
+
|
|
286
|
+
## 8. Future Extension Points
|
|
287
|
+
|
|
288
|
+
Based on the code structure, potential extensions could include:
|
|
289
|
+
|
|
290
|
+
1. **Custom Tool Addition**: Extend `AskYourPageTools` with domain-specific tools
|
|
291
|
+
2. **Enhanced File Support**: Add support for image analysis, PDF parsing
|
|
292
|
+
3. **Search Integration**: Add tool to search across workspace
|
|
293
|
+
4. **Workflow Integration**: Tools to trigger actions or workflows
|
|
294
|
+
5. **Export Capabilities**: Export conversations or summaries
|
|
295
|
+
6. **Analytics**: Track common questions and AI performance
|
|
296
|
+
|
|
297
|
+
## 9. Summary
|
|
298
|
+
|
|
299
|
+
The Ask Your Page widget is a **specialized, zero-configuration AI chat interface** designed for page exploration and information discovery. It excels at helping users understand page content, navigate relationships, and access connected information through natural language queries.
|
|
300
|
+
|
|
301
|
+
**Key Strengths:**
|
|
302
|
+
- Simple to deploy (no scripting required)
|
|
303
|
+
- Intelligent page context awareness
|
|
304
|
+
- Built-in tools for page/file/reference exploration
|
|
305
|
+
- User-friendly natural language interface
|
|
306
|
+
|
|
307
|
+
**Key Limitations:**
|
|
308
|
+
- Limited to page-centric queries
|
|
309
|
+
- Cannot be customized without code changes
|
|
310
|
+
- No shared chat mode
|
|
311
|
+
- Requires Low-Code permissions to embed
|
|
312
|
+
|
|
313
|
+
**Ideal Use Cases:**
|
|
314
|
+
- Documentation and knowledge management
|
|
315
|
+
- Complex pages requiring frequent information lookup
|
|
316
|
+
- Pages with rich relationships and attached files
|
|
317
|
+
- Scenarios where users need to quickly understand page context
|
|
318
|
+
|
|
319
|
+
For more advanced use cases requiring custom AI behavior, data source flexibility, or shared conversations, the Chat Widget is the better choice.
|