@cplace/test-mcp-server 0.1.15 → 1.1.0

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Files changed (728) hide show
  1. package/README.md +275 -119
  2. package/dist/api.d.ts.map +1 -1
  3. package/dist/api.js +7 -1
  4. package/dist/api.js.map +1 -1
  5. package/dist/conditional-registration.d.ts.map +1 -1
  6. package/dist/conditional-registration.js +25 -3
  7. package/dist/conditional-registration.js.map +1 -1
  8. package/dist/index.js +77 -96
  9. package/dist/index.js.map +1 -1
  10. package/dist/preference-file.d.ts +16 -0
  11. package/dist/preference-file.d.ts.map +1 -0
  12. package/dist/preference-file.js +133 -0
  13. package/dist/preference-file.js.map +1 -0
  14. package/dist/profiles.d.ts +1 -3
  15. package/dist/profiles.d.ts.map +1 -1
  16. package/dist/profiles.js +64 -112
  17. package/dist/profiles.js.map +1 -1
  18. package/dist/searchConversion.d.ts.map +1 -1
  19. package/dist/searchConversion.js +18 -5
  20. package/dist/searchConversion.js.map +1 -1
  21. package/dist/searchSchema.d.ts +25 -25
  22. package/dist/searchSchema.d.ts.map +1 -1
  23. package/dist/searchSchema.js +5 -5
  24. package/dist/searchSchema.js.map +1 -1
  25. package/dist/token-hashing.d.ts +3 -0
  26. package/dist/token-hashing.d.ts.map +1 -0
  27. package/dist/token-hashing.js +18 -0
  28. package/dist/token-hashing.js.map +1 -0
  29. package/dist/tool-metadata.d.ts +2 -0
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  31. package/dist/tool-metadata.js +45 -0
  32. package/dist/tool-metadata.js.map +1 -0
  33. package/dist/tools/board-widget.d.ts +432 -0
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  35. package/dist/tools/board-widget.js +820 -0
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  37. package/dist/tools/change-listeners.d.ts +30 -0
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  39. package/dist/tools/change-listeners.js +24 -18
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  41. package/dist/tools/common-schemas.d.ts +2 -0
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  43. package/dist/tools/common-schemas.js +16 -0
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  45. package/dist/tools/csv-export.d.ts +1849 -0
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  47. package/dist/tools/csv-export.js +61 -0
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  49. package/dist/tools/generic-layouts.d.ts +302 -0
  50. package/dist/tools/generic-layouts.d.ts.map +1 -1
  51. package/dist/tools/generic-layouts.js +124 -70
  52. package/dist/tools/generic-layouts.js.map +1 -1
  53. package/dist/tools/get-operations.d.ts +16 -0
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  55. package/dist/tools/get-operations.js +63 -0
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  57. package/dist/tools/jobs.d.ts +32 -0
  58. package/dist/tools/jobs.d.ts.map +1 -0
  59. package/dist/tools/jobs.js +193 -0
  60. package/dist/tools/jobs.js.map +1 -0
  61. package/dist/tools/pages.d.ts +55 -0
  62. package/dist/tools/pages.d.ts.map +1 -1
  63. package/dist/tools/pages.js +173 -257
  64. package/dist/tools/pages.js.map +1 -1
  65. package/dist/tools/ppt-export-schemas.d.ts +16 -16
  66. package/dist/tools/ppt-export.d.ts +1493 -0
  67. package/dist/tools/ppt-export.d.ts.map +1 -1
  68. package/dist/tools/ppt-export.js +23 -17
  69. package/dist/tools/ppt-export.js.map +1 -1
  70. package/dist/tools/profile-management.d.ts +20 -0
  71. package/dist/tools/profile-management.d.ts.map +1 -0
  72. package/dist/tools/profile-management.js +250 -0
  73. package/dist/tools/profile-management.js.map +1 -0
  74. package/dist/tools/references.d.ts +36 -0
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  78. package/dist/tools/richstring-widgets.d.ts +51 -0
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  80. package/dist/tools/richstring-widgets.js +173 -0
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  82. package/dist/tools/schedule.d.ts +14 -0
  83. package/dist/tools/schedule.d.ts.map +1 -1
  84. package/dist/tools/schedule.js +7 -3
  85. package/dist/tools/schedule.js.map +1 -1
  86. package/dist/tools/script-logs.d.ts +29 -0
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  94. package/dist/tools/search.d.ts +1870 -0
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  98. package/dist/tools/system.d.ts.map +1 -1
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  101. package/dist/tools/type-layouts.d.ts +37 -0
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  103. package/dist/tools/type-layouts.js +30 -22
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  105. package/dist/tools/type-management.d.ts +134 -0
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  107. package/dist/tools/{workspace.js → type-management.js} +67 -307
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  109. package/dist/tools/users.d.ts +19 -0
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  113. package/dist/tools/validators.d.ts +28 -0
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  117. package/dist/tools/version-check.d.ts.map +1 -1
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  120. package/dist/tools/version-history.d.ts +48 -0
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  122. package/dist/tools/version-history.js +39 -29
  123. package/dist/tools/version-history.js.map +1 -1
  124. package/dist/tools/widgets.d.ts +185 -0
  125. package/dist/tools/widgets.d.ts.map +1 -1
  126. package/dist/tools/widgets.js +245 -363
  127. package/dist/tools/widgets.js.map +1 -1
  128. package/dist/tools/workflow-scripts.d.ts +40 -0
  129. package/dist/tools/workflow-scripts.d.ts.map +1 -0
  130. package/dist/tools/workflow-scripts.js +186 -0
  131. package/dist/tools/workflow-scripts.js.map +1 -0
  132. package/dist/tools/workflow.d.ts +70 -0
  133. package/dist/tools/workflow.d.ts.map +1 -0
  134. package/dist/tools/workflow.js +259 -0
  135. package/dist/tools/workflow.js.map +1 -0
  136. package/dist/tools/workspace-admin.d.ts +50 -0
  137. package/dist/tools/workspace-admin.d.ts.map +1 -0
  138. package/dist/tools/workspace-admin.js +184 -0
  139. package/dist/tools/workspace-admin.js.map +1 -0
  140. package/dist/tools/workspace-core.d.ts +48 -0
  141. package/dist/tools/workspace-core.d.ts.map +1 -0
  142. package/dist/tools/workspace-core.js +184 -0
  143. package/dist/tools/workspace-core.js.map +1 -0
  144. package/dist/types.d.ts +3 -3
  145. package/dist/types.d.ts.map +1 -1
  146. package/dist/utils/dateValidation.d.ts +5 -0
  147. package/dist/utils/dateValidation.d.ts.map +1 -0
  148. package/dist/utils/dateValidation.js +57 -0
  149. package/dist/utils/dateValidation.js.map +1 -0
  150. package/dist/utils.d.ts +6 -0
  151. package/dist/utils.d.ts.map +1 -1
  152. package/dist/utils.js +114 -8
  153. package/dist/utils.js.map +1 -1
  154. package/dist/widget-specifications/CLAUDE.md +288 -0
  155. package/dist/widget-specifications/DOCUMENTATION-STATUS.md +424 -0
  156. package/dist/widget-specifications/GENERATING-FROM-RESEARCH.md +61 -0
  157. package/dist/widget-specifications/WIDGET-TAGGING-SCHEME.md +217 -0
  158. package/dist/widget-specifications/_research_from_ga_products/.claude-settings.local.json +48 -0
  159. package/dist/widget-specifications/_research_from_ga_products/cf-cplace-api-common-config-metadata-SyncMetadataTable/research.md +168 -0
  160. package/dist/widget-specifications/_research_from_ga_products/cf-cplace-breadcrumbs-breadcrumbsWidget/research.md +125 -0
  161. package/dist/widget-specifications/_research_from_ga_products/cf-cplace-cboard-main-board/research.md +373 -0
  162. package/dist/widget-specifications/_research_from_ga_products/cf-cplace-citizenAi-askYourPageWidget/research.md +319 -0
  163. package/dist/widget-specifications/_research_from_ga_products/cf-cplace-cplaceReportGeneration-generateReportWidget/research.md +295 -0
  164. package/dist/widget-specifications/_research_from_ga_products/cf-cplace-ctts-main-employeeReportChart/research.md +230 -0
  165. package/dist/widget-specifications/_research_from_ga_products/cf-cplace-ctts-main-employeeReportGrid/research.md +215 -0
  166. package/dist/widget-specifications/_research_from_ga_products/cf-cplace-ctts-main-projectmanagerReportChart/research.md +192 -0
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  169. package/dist/widget-specifications/_research_from_ga_products/cf-cplace-demoWidgets-demoRichString/research.md +194 -0
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  175. package/dist/widget-specifications/_research_from_ga_products/cf-cplace-dynamicCodeBlockWidget-dynamicCodeBlockWidget/research.md +250 -0
  176. package/dist/widget-specifications/_research_from_ga_products/cf-cplace-ecf-attribute-conversion-widget-enumMappingTable/research.md +260 -0
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  180. package/dist/widget-specifications/_research_from_ga_products/cf-cplace-ecf-connector-extension-widget-serverConnectionTable/research.md +181 -0
  181. package/dist/widget-specifications/_research_from_ga_products/cf-cplace-extendedTreeTableWidget/research.md +253 -0
  182. package/dist/widget-specifications/_research_from_ga_products/cf-cplace-formsWizard-horizontalDivider/research.md +261 -0
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+ # Widget Research: cf.platform.connectedBarChart
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+
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+ ## Overview
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+
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+ **Widget ID:** `cf.platform.connectedBarChart`
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+ **Widget Name:** Bar Chart
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+ **Repository:** main
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+ **Definition Class:** `cf.cplace.platform/src/main/java/cf/cplace/platform/frontend/widgets/ConnectedBarChartWidgetDefinition.java`
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+
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+ ## Purpose
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+
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+ The Connected Bar Chart widget visualizes an attribute from a table widget or a configurable search as a vertical bar/column chart. It aggregates data by counting the occurrences of distinct values for a selected attribute and displays the results using the Highcharts library.
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+
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+ ## Description
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+
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+ The Connected Bar Chart widget displays the distribution of values for a selected attribute across a data set. It connects to either a table widget on the same page or uses its own search configuration to retrieve data, then creates a visual representation showing the frequency of each distinct attribute value as vertical bars (columns).
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+
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+ ## Use Cases
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+
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+ ### 1. Status Distribution Analysis
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+ - Visualize how many items are in each status (e.g., "Open", "In Progress", "Done")
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+ - Useful for project management dashboards to see task distribution across states
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+ - Helps identify bottlenecks where too many items accumulate in certain statuses
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+
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+ ### 2. Category Distribution
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+ - Show the distribution of items across different categories or types
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+ - Example: Display how many products belong to each product category
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+ - Example: Show distribution of issues by priority level (Low, Medium, High, Critical)
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+
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+ ### 3. Assignment Analysis
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+ - Visualize workload distribution by showing how many items are assigned to each person
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+ - Helps identify unbalanced workloads in teams
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+ - Useful for resource planning and capacity management
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+
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+ ### 4. Time-based Grouping
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+ - Display items grouped by date-related attributes (e.g., month, quarter, year)
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+ - Example: Show number of tickets created per month
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+ - Useful for trend analysis and identifying seasonal patterns
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+
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+ ### 5. Enumeration Value Distribution
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+ - Any enumeration or reference attribute can be visualized
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+ - Shows how values are distributed across a dataset
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+ - Helps identify most/least common values in a dataset
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+
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+ ## Key Functionality
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+
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+ ### Data Source Options
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+ The widget supports two mutually exclusive data sources:
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+
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+ 1. **Connected Table Widget** (Primary Mode)
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+ - Links to an existing table widget on the same page
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+ - Inherits the table's search configuration and filters
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+ - Automatically updates when the table data changes
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+ - Configured via `tableWidgetId` attribute
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+
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+ 2. **Standalone Search** (Fallback Mode)
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+ - Define a search directly in the widget configuration
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+ - Independent from other widgets on the page
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+ - Configured via `search` attribute
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+ - Must target a single entity type (unique type required)
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+
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+ ### Data Processing
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+
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+ The widget uses term frequency aggregation from the search index:
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+ - Queries the search index for the selected attribute's exact values
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+ - Counts occurrences of each distinct value (term frequencies/facets)
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+ - Sorts results by the attribute's sort value (alphabetically/naturally)
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+ - Handles missing values and permission restrictions gracefully
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+
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+ ### Visualization
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+
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+ The chart is rendered using Highcharts with the following characteristics:
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+ - **Chart Type:** Vertical column chart (`type: 'column'`)
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+ - **Interactive:** Zoom enabled on Y-axis for detailed inspection
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+ - **Styling:** Each bar has a distinct color (colorByPoint enabled)
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+ - **Data Labels:** Shows the count value on each bar
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+ - **Tooltip:** Displays the value count on hover
78
+ - **Axis:** X-axis shows attribute values, Y-axis shows counts (no decimals)
79
+ - **Legend:** Disabled (since each bar is a unique category)
80
+ - **Export:** Disabled
81
+
82
+ ## Configuration Concepts
83
+
84
+ ### Required Configuration
85
+
86
+ 1. **Attribute Name** (`attributeName`)
87
+ - The attribute to visualize (must be from the searched entity type)
88
+ - Only attributes with appropriate multiplicities are available
89
+ - Dynamically populated based on the connected table or search
90
+ - Constrained by `ConnectedBarChartAttributeEnumerationProvider`
91
+
92
+ ### Optional Configuration
93
+
94
+ 2. **Table Widget ID** (`tableWidgetId`)
95
+ - Reference to a table widget on the same page
96
+ - Optional: can use standalone search instead
97
+ - Provides dynamic list of available table widgets via `ConnectedTableWidgetsEnumerationProvider`
98
+
99
+ 3. **Search** (`search`)
100
+ - Alternative to table widget connection
101
+ - Allows configuring a search directly in the widget
102
+ - Must return entities of a single type
103
+ - Supports relative search filters
104
+
105
+ 4. **Localized Title** (`localizedTitle`)
106
+ - Custom title for the widget (supports multiple languages)
107
+ - Optional: defaults to "Bar Chart"
108
+ - Replaces deprecated `title` attribute
109
+
110
+ 5. **Height** (`height`)
111
+ - Custom height in pixels for the chart
112
+ - Optional: uses default height if not specified
113
+ - Allows charts to be sized appropriately for the dashboard
114
+
115
+ ### Configuration Validation
116
+
117
+ The widget enforces the following validation rules:
118
+ - At least one data source must be specified (table widget OR search)
119
+ - If using standalone search, it must target a unique entity type
120
+ - The selected attribute must exist in the entity type being searched
121
+
122
+ ### Configuration Display Logic
123
+
124
+ The attribute name field has conditional visibility:
125
+ - Only shown when either `tableWidgetId` or `search` is configured
126
+ - Hidden until a data source is selected
127
+ - This ensures users select a data source before choosing the attribute
128
+
129
+ ## Related Widgets
130
+
131
+ The Connected Bar Chart is part of a family of "connected" chart widgets:
132
+
133
+ 1. **cf.platform.connectedPieChart** - Displays attribute distribution as a pie chart
134
+ 2. **cf.platform.connectedMatrix** - Shows two-dimensional attribute relationships
135
+ 3. **cf.platform.connectedSingleAttribute** - Displays a single attribute value from a selection
136
+ 4. **cf.platform.connectedNumberOfResults** - Shows the count of results from a table
137
+
138
+ All these widgets share common patterns:
139
+ - Can connect to table widgets or use standalone searches
140
+ - Use the `ABSTRACT_CONNECTED_CHART` and `ABSTRACT_CONNECTED_TABLE_WIDGET` type definitions
141
+ - Implement `ISearchProducer` interface
142
+ - Support relative search filter resolution
143
+
144
+ ## Technical Architecture
145
+
146
+ ### Backend Components
147
+
148
+ - **Definition Class:** `ConnectedBarChartWidgetDefinition`
149
+ - Extends `WidgetDefinition`
150
+ - Implements configuration validation and error handling
151
+ - Provides widget substitution for template rendering
152
+ - Icon: `fa-chart-bar` (Font Awesome bar chart icon)
153
+
154
+ - **Data Handler:** `ConnectedBarChartDataHandler`
155
+ - Extends `ConnectedChartDataHandler` (abstract base class)
156
+ - Generates JSON array with [label, count] pairs
157
+ - Uses search index term frequencies for efficient aggregation
158
+ - Renders attribute values as HTML (without links, using separators)
159
+
160
+ - **Configuration Provider:** `ConnectedBarChartAttributeEnumerationProvider`
161
+ - Extends `AbstractConnectedWidgetAttributeEnumerationProvider`
162
+ - Provides dynamic list of available attributes based on data source
163
+ - Resolves relative search filters
164
+
165
+ ### Frontend Components
166
+
167
+ - **Directive:** `connectedBarChartWidget`
168
+ - AngularJS directive for widget integration
169
+ - Requires parent `cplaceWidget` directive
170
+ - Parses widget state from HTML attribute
171
+
172
+ - **Controller:** `ConnectedBarChartWidgetController`
173
+ - Extends `AbstractConnectedChartWidgetController`
174
+ - Configures Highcharts with column chart settings
175
+ - Loads data from backend endpoint via AJAX
176
+ - Configuration includes zoom, tooltips, and styling
177
+
178
+ ### Data Flow
179
+
180
+ 1. Widget configuration specifies data source (table or search) and attribute
181
+ 2. Frontend controller initializes and requests data from backend
182
+ 3. Backend handler executes search and aggregates term frequencies
183
+ 4. Data is formatted as JSON array: `[["value1", count1], ["value2", count2], ...]`
184
+ 5. Frontend renders Highcharts column chart with the data
185
+ 6. User can interact with chart (zoom, hover for details)
186
+
187
+ ## Prerequisites and Dependencies
188
+
189
+ ### Prerequisites
190
+ - The widget must be embedded in a page (not embeddable in other contexts)
191
+ - For table widget connection: A table widget must exist on the same page
192
+ - For standalone search: A valid search configuration targeting a single type
193
+
194
+ ### Dependencies
195
+ - **Highcharts Library:** Used for chart rendering in the frontend
196
+ - **Search Index:** Relies on search index term frequency capabilities
197
+ - **Permission System:** Respects attribute-level permissions (handles `AttributeAccessForbiddenException`)
198
+
199
+ ## Configuration Patterns
200
+
201
+ ### Pattern 1: Connected to Table Widget
202
+ The most common usage pattern:
203
+ 1. Add a table widget to the page
204
+ 2. Add the Connected Bar Chart widget
205
+ 3. Configure `tableWidgetId` to reference the table widget
206
+ 4. Select an `attributeName` to visualize
207
+ 5. Chart automatically reflects the table's current filters and search
208
+
209
+ ### Pattern 2: Standalone Search
210
+ For independent visualizations:
211
+ 1. Add the Connected Bar Chart widget
212
+ 2. Configure a `search` that targets a specific entity type
213
+ 3. Select an `attributeName` to visualize
214
+ 4. Chart operates independently from other widgets
215
+
216
+ ### Pattern 3: Dashboard Integration
217
+ For overview dashboards:
218
+ 1. Multiple chart widgets connected to the same table
219
+ 2. Table provides interactive filtering
220
+ 3. All connected charts update together
221
+ 4. Different attributes visualized in different chart types (bar, pie, matrix)
222
+
223
+ ## Migration Notes
224
+
225
+ The widget supports migration from older configurations:
226
+ - Deprecated `title` attribute is migrated to `localizedTitle`
227
+ - Migration handled by `migrateUnlocalizedStringToLocalizedString` method
228
+ - Old configurations continue to work but are automatically upgraded
229
+
230
+ ## Error Handling
231
+
232
+ The widget displays errors for invalid configurations:
233
+
234
+ 1. **No Data Source Specified**
235
+ - Message: `noDataSourceSpecified`
236
+ - Occurs when neither `tableWidgetId` nor `search` is configured
237
+
238
+ 2. **Search for Unique Type Required**
239
+ - Message: `searchForUniqueTypeRequired`
240
+ - Occurs when standalone search returns multiple entity types
241
+ - Search must be constrained to a single type for attribute selection
242
+
243
+ 3. **Attribute Access Forbidden**
244
+ - Handled gracefully by returning empty results
245
+ - Respects permission system when users lack attribute read access
246
+
247
+ 4. **Data Generation Failure**
248
+ - Throws `IllegalStateException` with context
249
+ - Includes attribute name in error message for debugging
250
+
251
+ ## Best Practices
252
+
253
+ ### When to Use Connected Bar Chart
254
+ - **Use when:**
255
+ - You want to show distribution across discrete categories
256
+ - You need to compare frequencies of different values
257
+ - The attribute has a reasonable number of distinct values (< 50)
258
+ - You want vertical/column representation
259
+
260
+ - **Avoid when:**
261
+ - You have too many distinct values (chart becomes cluttered)
262
+ - You need continuous data visualization (use line charts instead)
263
+ - You want to show proportions/percentages (consider pie chart)
264
+ - You need multi-dimensional analysis (consider matrix widget)
265
+
266
+ ### Configuration Recommendations
267
+ 1. **Choose appropriate attributes:** Enumeration, reference, or text attributes with limited distinct values
268
+ 2. **Use meaningful titles:** Configure localized titles to clarify what the chart represents
269
+ 3. **Set appropriate height:** Adjust height based on number of categories and dashboard layout
270
+ 4. **Prefer table widget connection:** When working with interactive dashboards for synchronized filtering
271
+ 5. **Use standalone search:** When creating fixed visualizations or separate analysis views
272
+
273
+ ## Summary
274
+
275
+ The Connected Bar Chart widget is a versatile visualization tool for displaying attribute value distributions. It excels at showing categorical data frequency and integrates seamlessly with table widgets for interactive dashboard experiences. The widget's flexible data source configuration and robust error handling make it suitable for various business intelligence and data analysis scenarios within the cplace platform.
@@ -0,0 +1,396 @@
1
+ # Connected Matrix Widget Research
2
+
3
+ **Widget ID:** `cf.platform.connectedMatrix`
4
+ **Repository:** `main`
5
+ **Definition Class:** `cf.cplace.platform/src/main/java/cf/cplace/platform/frontend/widgets/ConnectedMatrixWidgetDefinition.java`
6
+ **Research Date:** 2026-01-16
7
+
8
+ ---
9
+
10
+ ## 1. Widget Description
11
+
12
+ The Connected Matrix Widget displays search results in a two-dimensional matrix visualization, where pages are positioned based on two attributes (X and Y axes), creating an interactive grid that shows the distribution and relationships between items.
13
+
14
+ ---
15
+
16
+ ## 2. Purpose and Core Functionality
17
+
18
+ ### What This Widget Does
19
+
20
+ The Connected Matrix Widget is a data visualization component that:
21
+
22
+ 1. **Creates a 2D Matrix Layout**: Organizes pages from a search result into a grid structure based on two configurable attributes
23
+ 2. **Displays Relationships**: Shows how items are distributed across two dimensions, making patterns and relationships visible at a glance
24
+ 3. **Connects to Table Widgets**: Integrates with existing table widgets to visualize their data in matrix form
25
+ 4. **Supports Interactive Navigation**: Each cell in the matrix contains clickable links to the pages it represents
26
+ 5. **Handles Multiple Value Types**: Works with enumeration, reference, date, and other attribute types
27
+
28
+ ### Technical Implementation
29
+
30
+ The widget extends `AbstractConnectedTableHandler`, meaning it:
31
+ - Connects to a table widget (`TABLE_WIDGET_ID` configuration)
32
+ - Uses the table's search query and filters
33
+ - Applies permissions from the connected table
34
+ - Can be embedded on pages where the table widget resides
35
+
36
+ The backend handler (`ConnectedMatrixHandler.java:48-364`) processes the data by:
37
+ 1. Executing the search query (up to `maxResults` items, default 500)
38
+ 2. Extracting X and Y attribute values from each page
39
+ 3. Grouping pages by their X/Y coordinate combinations
40
+ 4. Organizing the data into rows and columns
41
+ 5. Supporting special formatting for dates, enumerations, and user references
42
+
43
+ ---
44
+
45
+ ## 3. Use Cases
46
+
47
+ ### Primary Use Cases
48
+
49
+ 1. **Responsibility Assignment Matrix (RACI)**
50
+ - X-axis: Team members or roles
51
+ - Y-axis: Tasks or deliverables
52
+ - Shows who is responsible, accountable, consulted, or informed for each task
53
+ - Icon attributes can display status indicators or role types
54
+
55
+ 2. **Resource Allocation Matrix**
56
+ - X-axis: Time periods (weeks, months, quarters)
57
+ - Y-axis: Projects or teams
58
+ - Shows which resources are allocated where and when
59
+ - Profile images can represent team members
60
+
61
+ 3. **Risk Assessment Matrix**
62
+ - X-axis: Risk likelihood (Low, Medium, High)
63
+ - Y-axis: Risk impact (Low, Medium, High)
64
+ - Displays risks positioned by probability and severity
65
+ - Icons can show risk categories or status
66
+
67
+ 4. **Product Feature Comparison**
68
+ - X-axis: Products or product versions
69
+ - Y-axis: Features or requirements
70
+ - Shows which products have which features
71
+ - Icons can indicate implementation status
72
+
73
+ 5. **Stakeholder Analysis**
74
+ - X-axis: Interest level
75
+ - Y-axis: Influence/Power level
76
+ - Maps stakeholders by their engagement characteristics
77
+ - Profile images for person references
78
+
79
+ 6. **Cross-Functional Dependencies**
80
+ - X-axis: Departments or teams
81
+ - Y-axis: Projects or initiatives
82
+ - Visualizes cross-organizational dependencies
83
+ - Shows which teams are involved in which projects
84
+
85
+ ### When to Use This Widget
86
+
87
+ Choose the Connected Matrix Widget when:
88
+ - You need to visualize relationships between two categorical dimensions
89
+ - You want to show distribution patterns across two attributes
90
+ - You need to identify gaps or concentrations in a 2D space
91
+ - Users need to quickly understand positioning or categorization
92
+ - You want to make complex relationships more accessible visually
93
+
94
+ ### When NOT to Use This Widget
95
+
96
+ Avoid this widget when:
97
+ - You need detailed tabular data (use Table Widget instead)
98
+ - You only have one dimension to visualize (use Bar/Pie Chart instead)
99
+ - You need time-series visualization (use Line Chart or Gantt instead)
100
+ - Attributes have too many unique values (matrix becomes too large)
101
+ - You need hierarchical relationships (use Tree Table instead)
102
+
103
+ ---
104
+
105
+ ## 4. Configuration Concepts
106
+
107
+ ### Core Configuration Options
108
+
109
+ #### Table Connection
110
+ - **`TABLE_WIDGET_ID`** (Required): ID of the table widget to connect to
111
+ - The matrix uses the table's search query and applies the same permissions
112
+ - All table filters (including connected filters) affect the matrix data
113
+
114
+ #### Axis Configuration
115
+
116
+ **X-Axis (Horizontal)**:
117
+ - **`ATTRIBUTE_X_NAME`** (Required): The attribute to use for columns
118
+ - Must be a custom attribute from the types in the search
119
+ - Supports: Enumerations, References (including Person), Dates, Strings, Numbers
120
+ - **`LABEL_X`** (Optional): Custom label for the X-axis
121
+ - If not provided, uses the attribute's localized name
122
+ - **`BOX_STYLE_X`** (Required, default: "plain"): Visual style for column headers
123
+ - `plain`: Simple text labels
124
+ - `label`: Styled label boxes
125
+ - `arrow`: Labels with arrow indicators
126
+ - `profile-line`: User profile images in a line layout (for Person references)
127
+ - `profile-column`: User profile images in a column layout (for Person references)
128
+ - **`MIN_WIDTH`** (Optional): Minimum width for columns in pixels
129
+
130
+ **Y-Axis (Vertical)**:
131
+ - **`ATTRIBUTE_Y_NAME`** (Required): The attribute to use for rows
132
+ - Same type support as X-axis
133
+ - **`LABEL_Y`** (Optional): Custom label for the Y-axis
134
+ - **`BOX_STYLE_Y`** (Required, default: "plain"): Visual style for row headers
135
+ - Same options as X-axis
136
+ - **`MAX_ROW_HEIGHT`** (Optional): Maximum height for rows in pixels
137
+
138
+ #### Data Display
139
+ - **`ICON_ATTRIBUTES`** (Optional, multiple): Additional attributes to display as icons in matrix cells
140
+ - Typically used for status indicators, categories, or visual markers
141
+ - Values are rendered as inline representations
142
+ - **`MAX_RESULTS`** (Required, default: 500): Maximum number of pages to load from the search
143
+ - Prevents performance issues with large datasets
144
+ - Pages beyond this limit are not shown in the matrix
145
+
146
+ #### Visual Settings
147
+ - **`TITLE`** (Optional): Custom title for the widget
148
+ - If not provided, uses the widget's default name
149
+ - **`HEIGHT`** (Optional): Fixed height for the widget in pixels
150
+
151
+ ### Configuration Behavior
152
+
153
+ #### Enumeration Attributes
154
+ When X or Y axis uses an enumeration attribute:
155
+ - All enumeration values are pre-populated as lanes (columns/rows)
156
+ - Empty cells are shown for values without matching pages
157
+ - Order follows the enumeration's defined sort order
158
+
159
+ #### Non-Enumeration Attributes
160
+ For dates, references, or other types:
161
+ - Only values present in the search results create lanes
162
+ - Lanes are sorted by the value's sort value
163
+ - Empty lanes are not shown
164
+
165
+ #### Date Formatting
166
+ Date attributes respect their DateConstraint configuration:
167
+ - Formatted according to the attribute's date format settings
168
+ - Grouped by formatted value (e.g., "Q1 2026", "January 2026")
169
+
170
+ #### Person References with Profile Style
171
+ When using `profile-line` or `profile-column` styles:
172
+ - Extracts thumbnail URLs from Person entities
173
+ - Displays profile pictures in the matrix headers
174
+ - Falls back to text if thumbnail unavailable
175
+
176
+ ---
177
+
178
+ ## 5. Relationships to Other Widgets
179
+
180
+ ### Connected Widget Family
181
+
182
+ The Connected Matrix Widget is part of a family of "connected" widgets that all integrate with table widgets:
183
+
184
+ - **cf.platform.connectedBarChart**: Visualizes data distribution in bar chart form
185
+ - **cf.platform.connectedPieChart**: Shows proportional distribution
186
+ - **cf.platform.connectedSingleAttribute**: Displays a single attribute value from results
187
+ - **cf.platform.connectedTableFilter**: Provides filtering controls for connected tables
188
+ - **cf.platform.connectedAttributesGroup**: Groups and displays multiple attributes
189
+ - **cf.cplace.platform.tableWidget**: The core table widget that others connect to
190
+
191
+ All these widgets share the concept of connecting to a table widget to:
192
+ - Share the same search query
193
+ - Apply consistent permissions
194
+ - Respond to table filters
195
+ - Update when table data changes
196
+
197
+ ### Prerequisites and Dependencies
198
+
199
+ **Required:**
200
+ - A configured Table Widget (`cf.platform.tableWidget` or `cf.cplace.platform.tableWidget`)
201
+ - Search results containing pages with the specified X and Y attributes
202
+ - Attributes must be defined in the type(s) included in the search
203
+
204
+ **Optional:**
205
+ - Icon attributes for additional visual information
206
+ - Custom localizations for axis labels
207
+
208
+ **Compatible With:**
209
+ - Connected Table Filter widgets (filters affect the matrix)
210
+ - Other connected widgets (can share the same table widget)
211
+ - Embedded Search widgets (as the source of the table)
212
+
213
+ ---
214
+
215
+ ## 6. Technical Details
216
+
217
+ ### Data Flow
218
+
219
+ 1. **Frontend Request**: Matrix widget sends request to `ConnectedMatrixHandler`
220
+ 2. **Data Extraction**: Handler receives:
221
+ - Component identifier (references the table widget)
222
+ - Search query with filters from the table
223
+ - Widget configuration (entity + widgetId)
224
+ - Embedding context
225
+ 3. **Search Execution**: Executes search with permissions from table specification
226
+ 4. **Matrix Population**:
227
+ - Extracts X and Y values from each page
228
+ - Creates lanes (rows/columns) for unique values
229
+ - Groups pages into cells based on coordinates
230
+ - Extracts icon attributes for display
231
+ 5. **JSON Response**: Returns `MatrixData` structure with:
232
+ - `typeLabel`: Name(s) of the types being displayed
233
+ - `xLabel`, `yLabel`: Axis labels
234
+ - `columns`: Array of X-axis lanes
235
+ - `rows`: Array of Y-axis lanes
236
+ - `data`: Nested map structure (y → x → list of entries)
237
+
238
+ ### Data Structures
239
+
240
+ **MatrixData** (`MatrixData.java:15-26`):
241
+ - Top-level container for the entire matrix
242
+ - Contains labels, lanes, and the data grid
243
+
244
+ **MatrixLane** (`MatrixLane.java:12-24`):
245
+ - Represents a single row or column
246
+ - Fields: `tagValue` (internal ID), `sortValue`, `label`, `imageUrl`
247
+
248
+ **MatrixEntry** (`MatrixEntry.java:15-26`):
249
+ - Represents a single page in a cell
250
+ - Contains: `link` (URL to page), `icons` (rendered icon attributes)
251
+
252
+ ### Icon Attribute Rendering
253
+
254
+ The widget supports flexible icon rendering (`ConnectedMatrixHandler.java:108-162`):
255
+ - Enumerations: Shows the presentation value
256
+ - Other types: Uses `ValuesAsHtmlRenderer` for appropriate formatting
257
+ - Multiple icon attributes create a list of visual indicators per page
258
+
259
+ ### Special Handling
260
+
261
+ **Person References with Profile Styles** (`ConnectedMatrixHandler.java:220-225`):
262
+ - Detects when axis uses Person reference attribute
263
+ - Checks if box style is `profile-line` or `profile-column`
264
+ - Extracts thumbnail URL from Person entity
265
+ - Adds image URL to MatrixLane for frontend rendering
266
+
267
+ **Date Value Formatting** (`ConnectedMatrixHandler.java:267-284`):
268
+ - Retrieves DateConstraint from attribute definition
269
+ - Formats date according to constraint settings
270
+ - Converts to StringValue for consistent display
271
+
272
+ ---
273
+
274
+ ## 7. Constraints and Limitations
275
+
276
+ ### Technical Constraints
277
+
278
+ 1. **Max Results Limit**: Default 500 pages, configurable
279
+ - Large datasets may not show all results
280
+ - No pagination within the matrix
281
+ - Consider refining search or using filters
282
+
283
+ 2. **Attribute Requirements**:
284
+ - Both X and Y attributes must exist on the types in the search
285
+ - Attributes must be custom attributes (not built-in properties)
286
+ - Pages without either attribute value are excluded from display
287
+
288
+ 3. **Matrix Size**:
289
+ - Large numbers of unique values create unwieldy matrices
290
+ - Best with 3-20 values per axis
291
+ - Too many cells can impact browser performance
292
+
293
+ 4. **Data Structure**:
294
+ - Matrix expects distinct categorical values
295
+ - Not designed for continuous numeric ranges
296
+ - Date attributes are grouped by formatted value (not continuous timeline)
297
+
298
+ ### UX Considerations
299
+
300
+ 1. **Empty Cells**:
301
+ - Enumeration attributes show all values (including empty)
302
+ - Other types only show values with data
303
+ - Empty cells are visible but not interactive
304
+
305
+ 2. **Multiple Pages per Cell**:
306
+ - Cells can contain multiple pages
307
+ - All pages are shown as links within the cell
308
+ - Very crowded cells may impact readability
309
+
310
+ 3. **No Drill-Down**:
311
+ - Matrix provides overview, not detail
312
+ - Users must click through to pages for full information
313
+ - Icon attributes provide limited context
314
+
315
+ 4. **Responsive Design**:
316
+ - Large matrices may not work well on small screens
317
+ - Minimum width and maximum row height help but don't fully solve this
318
+
319
+ ---
320
+
321
+ ## 8. Key Implementation Files
322
+
323
+ ### Backend (Java)
324
+
325
+ - **Widget Definition**: `cf.cplace.platform/src/main/java/cf/cplace/platform/frontend/widgets/ConnectedMatrixWidgetDefinition.java` (lines 27-127)
326
+ - Defines widget metadata and configuration
327
+ - Icon: `fa-th` (grid/table icon)
328
+
329
+ - **Request Handler**: `cf.cplace.platform/src/main/java/cf/cplace/platform/frontend/handler/widgets/matrix/ConnectedMatrixHandler.java` (lines 48-364)
330
+ - Processes requests and generates matrix data
331
+ - Handles attribute extraction and formatting
332
+
333
+ - **Data Models**:
334
+ - `MatrixData.java` (lines 15-26): Container for matrix structure
335
+ - `MatrixLane.java` (lines 12-24): Row/column representation
336
+ - `MatrixEntry.java` (lines 15-26): Individual page entry
337
+
338
+ - **Base Handler**: `cf.cplace.platform/src/main/java/cf/cplace/platform/frontend/handler/widgets/AbstractConnectedTableHandler.java` (lines 31-96)
339
+ - Shared logic for all connected widgets
340
+ - Handles table connection and search integration
341
+
342
+ - **Configuration Type**: `cf.cplace.platform/src/main/java/cf/cplace/platform/frontend/templating/WidgetTypes.java` (lines 763-908)
343
+ - Defines all configuration attributes
344
+ - Sets defaults and constraints
345
+
346
+ ### Frontend
347
+
348
+ Frontend files were not located in the platform repository during research, suggesting they may be:
349
+ - In a separate frontend repository
350
+ - Built as TypeScript/JavaScript components
351
+ - Using a client-side framework to render the matrix from JSON data
352
+
353
+ ---
354
+
355
+ ## 9. Related Patterns and Best Practices
356
+
357
+ ### Naming Conventions
358
+
359
+ - Widget ID follows pattern: `cf.platform.connected{Type}`
360
+ - Connected widgets share `TABLE_WIDGET_ID` configuration
361
+ - Handler classes follow: `Connected{Type}Handler`
362
+
363
+ ### Design Patterns
364
+
365
+ 1. **Template Method**: Base class defines flow, subclasses implement specifics
366
+ 2. **Strategy**: Different box styles change rendering behavior
367
+ 3. **Data Transfer Object**: Clean JSON serialization with Gsonable
368
+ 4. **Handler Pattern**: POST-only handlers for data retrieval
369
+
370
+ ### Best Practices Observed
371
+
372
+ 1. **Permission Delegation**: Matrix respects table widget permissions
373
+ 2. **Localization Support**: All labels support multiple languages
374
+ 3. **Null Safety**: Extensive use of `@Nullable` and null checks
375
+ 4. **Type Safety**: Strong typing with attribute definitions
376
+ 5. **Configurability**: Sensible defaults with override options
377
+ 6. **Performance**: Configurable max results to prevent overload
378
+
379
+ ---
380
+
381
+ ## 10. Questions for Further Research
382
+
383
+ 1. **Frontend Implementation**: Where is the client-side rendering code?
384
+ 2. **User Interactions**: Are cells clickable? Can users interact beyond navigation?
385
+ 3. **Real-time Updates**: Does the matrix refresh when table data changes?
386
+ 4. **Export Capabilities**: Can matrices be exported as images or documents?
387
+ 5. **Accessibility**: How does the widget handle screen readers and keyboard navigation?
388
+ 6. **Mobile Experience**: How does the responsive design work in practice?
389
+ 7. **Customization**: Can cell colors or styles be customized based on data?
390
+ 8. **Performance**: What are the practical limits for matrix size?
391
+
392
+ ---
393
+
394
+ ## Summary
395
+
396
+ The Connected Matrix Widget is a powerful visualization tool for displaying two-dimensional relationships in data. It excels at showing distribution patterns, resource allocations, and categorical relationships. As part of the "connected widget" family, it integrates seamlessly with table widgets while providing a unique matrix-based perspective on search results. The widget is highly configurable, supporting various attribute types, visual styles, and display options, making it suitable for a wide range of business scenarios from RACI matrices to risk assessments.