ObjectStack Console — Complete Development Roadmap

Last Updated: February 20, 2026 (L3 Development — Phases 11-13 Complete, Phase 19 L1 Complete, Phase 20 Inline ViewConfigPanel) Current Version: v2.0.0 Target Version: v2.1.0 (Next Minor) Spec Alignment: @objectstack/spec v3.0.8 Bootstrap (Phase 0): ✅ Complete Phases 1-5: ✅ Complete Phase 6 (Real-Time): ✅ L2 Complete — PresenceAvatars integrated, conflict resolution wired to reconnection Phase 7 (Performance): ✅ Complete Phase 8 (PWA): ⚠️ Core complete, background sync simulated only Phase 9 (NavigationConfig): ✅ Complete Phase 10 (L1): ✅ Complete — Data Interaction Foundation Phase 11 (L1+L2+L3): ✅ L3 Complete — Split-pane, gradient coloring, formula bar, group reordering, cell range copy-paste Phase 12 (L1+L2+L3): ✅ L3 Complete — Inline related records, rich text comments, diff view, relationship graph, point-in-time restore Phase 13 (L1+L2+L3): ✅ L3 Complete — Inline quick-add editing, card templates, column widths, cross-swimlane movement Phase 14 (L1+L2): ✅ L2 Complete — Multi-file upload with validation, URL prefill Phase 15 (L1+L2): ✅ L2 Complete — Import preview with error handling, password/expiration Phase 16 (L1+L2): ✅ L2 Complete — Batch undo, persistent stack, toast UI Phase 17 (L1+L2): ✅ L2 Complete — Thread resolution, notification preferences, activity feed Phase 18 (L1+L2): ✅ L2 Complete — Conditional triggers, multi-step actions Phase 19 (L1): ✅ L1 Complete — Unified NavigationItem model, NavigationArea support, AppSidebar Area Switcher All L1 Development: ✅ Complete — All phases through 19 have L1 foundation implemented All L2 Development: ✅ Complete — All phases through 18 have L2 production features implemented Phases 11-13 L3: ✅ Complete — Grid excellence, record detail, and kanban views fully implemented through L3

1. Executive Summary

The ObjectStack Console is the reference enterprise management frontend for the ObjectStack platform. It renders a fully interactive admin interface — objects, views, dashboards, reports, pages, and workflows — from JSON metadata alone, requiring zero custom pages.

Vision

"One JSON Config → Full Enterprise Console"

The Console is the canonical proof that ObjectUI's Server-Driven UI (SDUI) engine can power production-grade enterprise management software: CRMs, ERPs, project trackers, HR systems, and more — all from metadata.

Strategic Goals

Goal	Metric	Target
Full SDUI	% of UI driven by JSON schema	100%
Spec Compliance	@objectstack/spec v3.0.0 coverage	100%
Performance	Largest Contentful Paint (LCP)	< 600ms
Bundle Size	Production JS (gzipped)	< 150KB
Test Coverage	Line coverage	> 80%
Accessibility	WCAG 2.1 AA compliance	100%

2. Architecture Overview

┌──────────────────────────────────────────────────────────┐
│                   ObjectStack Console                     │
│  ┌─────────────────────────────────────────────────────┐ │
│  │              App Shell (Layout)                      │ │
│  │  ┌──────────┐  ┌──────────────────────────────────┐ │ │
│  │  │ Sidebar  │  │         Main Content              │ │ │
│  │  │ ───────  │  │  ┌──────────────────────────┐    │ │ │
│  │  │ AppSwtch │  │  │   Header / Breadcrumbs   │    │ │ │
│  │  │ NavTree  │  │  ├──────────────────────────┤    │ │ │
│  │  │ UserMenu │  │  │                          │    │ │ │
│  │  │          │  │  │   View Renderer           │    │ │ │
│  │  │          │  │  │   (Grid/Kanban/Calendar/  │    │ │ │
│  │  │          │  │  │    Timeline/Chart/Map)    │    │ │ │
│  │  │          │  │  │                          │    │ │ │
│  │  │          │  │  ├──────────────────────────┤    │ │ │
│  │  │          │  │  │   CRUD Dialog / Drawer   │    │ │ │
│  │  └──────────┘  │  └──────────────────────────┘    │ │ │
│  │                └──────────────────────────────────┘ │ │
│  └─────────────────────────────────────────────────────┘ │
│                                                          │
│  ┌─────────────────────────────────────────────────────┐ │
│  │           Core Infrastructure                        │ │
│  │  SchemaRendererProvider │ ExpressionEngine           │ │
│  │  DataSource (Adapter)   │ ActionRunner               │ │
│  │  Plugin Registry        │ Theme / Branding           │ │
│  └─────────────────────────────────────────────────────┘ │
└──────────────────────────────────────────────────────────┘

Technology Stack

Layer	Technology	Purpose
Runtime	React 19+	Component rendering
Routing	React Router v7	Multi-app SPA routing
Styling	Tailwind CSS 4 + Shadcn UI	Utility-first design system
State	Zustand + React Context	Global and scoped state
Data	@object-ui/data-objectstack	Server communication
Rendering	@object-ui/react (SchemaRenderer)	JSON → Component
Mocking	MSW (Mock Service Worker)	Browser-based API simulation
Build	Vite 6	Development & production build
Testing	Vitest + React Testing Library	Unit & integration tests

Package Dependencies

@object-ui/console
├── @object-ui/react          (SchemaRenderer, hooks)
├── @object-ui/components     (Shadcn primitives)
├── @object-ui/layout         (AppShell, Sidebar)
├── @object-ui/types          (TypeScript interfaces)
├── @object-ui/core           (ActionRunner, ExpressionEvaluator)
├── @object-ui/fields         (Field renderers)
├── @object-ui/data-objectstack (API adapter)
├── @object-ui/plugin-view    (ObjectView)
├── @object-ui/plugin-form    (ObjectForm)
├── @object-ui/plugin-grid    (DataGrid)
├── @object-ui/plugin-kanban  (Kanban board)
├── @object-ui/plugin-calendar(Calendar view)
├── @object-ui/plugin-gantt   (Gantt chart)
├── @object-ui/plugin-charts  (Chart views)
├── @object-ui/plugin-list    (ListView delegation)
├── @object-ui/plugin-detail  (Record detail)
├── @object-ui/plugin-dashboard(Dashboard renderer)
├── @object-ui/plugin-report  (Report viewer/builder)
├── @object-ui/plugin-markdown (Markdown pages)
└── @object-ui/plugin-timeline(Timeline view)

3. Current State (v0.9.0 RC — Progress Re-evaluation)

Completed Features ✅

Core Application:

✅ Multi-app routing (/apps/:appName/*)
✅ App switcher dropdown in sidebar
✅ Dynamic navigation tree (object, group, page, dashboard, report, url)
✅ Expression-based visibility for navigation items (evaluateVisibility + ExpressionProvider)
✅ Command palette (⌘+K) for quick navigation
✅ Per-app branding (logo, colors, favicon) via AppShell branding prop
✅ Dark/light/system theme toggle
✅ Error boundary per route
✅ Connection status monitoring
✅ Keyboard shortcuts dialog
✅ Onboarding walkthrough
✅ Drag-and-drop sidebar reordering
✅ Favorites and recent items

Data Layer:

✅ Official @object-ui/data-objectstack adapter (ObjectStackAdapter)
✅ Auto-reconnect with exponential backoff
✅ Metadata caching (ETag-based)
✅ MSW browser-based mock server
✅ Runtime metadata loading via MetadataProvider → client.meta.getItems() (replaces static config)

Object Views:

✅ Plugin-based ObjectView (grid, kanban, calendar, timeline, chart, map, gantt, gallery)
✅ View switcher (multi-view tabs, Airtable-style)
✅ Search, filter, sort UI
✅ Record drawer preview (Sheet)
✅ CRUD dialog (create/edit via ModalForm — unified modal form entry)
✅ Metadata inspector (developer tool, design mode)
✅ Schema-driven toolbar actions (objectDef.actions[])
✅ Real-time data refresh via useRealtimeSubscription

Pages & Dashboards:

✅ Dashboard renderer with chart widgets
✅ Report viewer with builder mode (dynamic fields from object schema)
✅ Custom page renderer (SchemaRenderer)
✅ Record detail page
✅ View designer page (save persisted via API)
✅ Search results page

Expression Engine:

✅ ExpressionProvider with user/app/data context
✅ evaluateVisibility for boolean, string, and template expressions
✅ Expression-based field filtering in CRUD dialog
✅ Expression-based navigation item visibility (visible, visibleOn)

Action System:

✅ useObjectActions hook with create/delete/navigate/refresh handlers, wired to ActionRunner via useActionRunner
✅ ActionRunner.execute(ActionDef) fully implemented (717 lines) with script, url, modal, flow, api, navigation action types
✅ Toast notifications via Sonner
✅ Confirmation dialogs for destructive actions
✅ Custom toolbar actions from schema (action.location === 'list_toolbar') dispatched through ActionRunner
⚠️ CRUD dialog in App.tsx still uses inline onSuccess/onCancel callbacks instead of ActionDef[]

Internationalization:

✅ @object-ui/i18n integration with I18nProvider
✅ useObjectTranslation hook used in components
✅ LocaleSwitcher component for runtime language switching
✅ 10 language packs (en, zh, ja, ko, de, fr, es, pt, ru, ar)

RBAC & Permissions:

✅ usePermissions hook from @object-ui/permissions
✅ CRUD button gating (can(objectName, 'create'))
✅ Navigation item permission checks (requiredPermissions)

Real-Time:

✅ useRealtimeSubscription from @object-ui/collaboration
✅ Auto-refresh grid/views on data change events
✅ PresenceAvatars integrated into AppHeader (global) and RecordDetailView (per-record)

Mobile & PWA:

✅ MobileProvider with PWA config
✅ Responsive layout (mobile bottom tab bar, edge swipe)
✅ Touch-friendly touch targets (44px)

Performance:

✅ Code splitting via React.lazy for routes
✅ Chunk splitting (vendor-react, vendor-radix, plugins-core, etc.)
✅ Gzip + Brotli compression
✅ Critical chunk preloading
✅ Performance dashboard (dev mode)

NavigationConfig:

✅ All 8 view plugins support NavigationConfig (grid, list, view, kanban, calendar, timeline, gantt, map)
✅ useNavigationOverlay hook + NavigationOverlay component pattern
✅ 7 navigation modes (page, drawer, modal, split, popover, new_window, none)

Testing:

✅ 315 test files covering core flows, plugins, hooks, and components
✅ MSW server-side mock for tests
✅ Plugin integration tests
✅ Expression visibility tests
✅ Accessibility and WCAG contrast tests

Authentication:

✅ AuthGuard + ConditionalAuthWrapper
✅ Login, Register, Forgot Password pages
✅ System admin pages (users, orgs, roles, audit log, profile)
✅ System admin pages CRUD via dataSource.find/create/delete (API integration)

Resolved Gaps

#	Gap	Status	Resolution
G1	Expression engine not fully wired	✅	`ExpressionProvider` + `evaluateVisibility` wired into navigation, form fields, and CRUD dialog
G2	Action system uses `any` types	✅	`ActionRunner.execute(ActionDef)` fully typed with 717-line implementation; `useActionRunner` hook in `@object-ui/react`
G3	DataSource missing metadata API	✅	`getView`/`getApp`/`getPage` exist on adapter AND console fetches via `MetadataProvider` at runtime
G4	No i18n support	✅	10 language packs + `LocaleSwitcher` + `useObjectTranslation`
G5	No RBAC integration	✅	`usePermissions` gating CRUD buttons and navigation items
G6	No real-time updates	✅	`useRealtimeSubscription` auto-refreshes views; `PresenceAvatars` integrated into `AppHeader` and `RecordDetailView`; `useConflictResolution` wired to ObjectView reconnection flow
G7	No offline support / PWA	⚠️	`MobileProvider` with PWA manifest; background sync queue simulated only (no real server sync)
G8	Bundle size 200KB+	✅	Code splitting (15+ manual chunks), compression, preloading
G9	NavigationConfig incomplete	✅	All 8 view plugins support NavigationConfig with 7 modes
G10	System admin pages stub-only	✅	All 4 system pages wired to `dataSource.find/create/delete` via `useAdapter()`
G11	Collaboration data hardcoded	✅	Presence/activity/comments now fetched from API; fallback to defaults when API unavailable
G12	ReportBuilder uses mock fields	✅	`availableFields` derived from object schema via `useMetadata().objects`
G13	ViewDesigner save not persisted	✅	`handleSave` calls `dataSource.create/update('sys_view', config)`
G14	View add/edit navigates to 404	✅	Fixed relative navigation in ObjectView (added `{ relative: 'path' }` to all view designer navigate calls). Fixes #628

4. Development Phases

Phase 0: Bootstrap & Foundation ✅ Complete

Origin: Consolidated from DEVELOPMENT_PLAN.md (10 sub-phases, Feb 7-13 2026).

These were the initial tasks to bring the console prototype to production-quality architecture.

Sub-Phase	Description	Status	Notes
0.1	English-Only Codebase	✅ Done	All Chinese strings replaced with English; i18n keys used
0.2	Plugin Registration	✅ Done	11 plugins registered in `main.tsx`
0.3	Config Alignment (`defineStack()`)	✅ Done	`defineStack()` from spec used; `as any` casts removed with typed `resolveDefault<ObjectStackDefinition>()` helper
0.4	Data Layer Upgrade	✅ Done	`ObjectStackAdapter` integrated + `ConnectionStatus`; metadata fetched at runtime via `MetadataProvider`
0.5	Schema-Driven Architecture	✅ Done	`ObjectView` delegates to `plugin-view` with ViewSwitcher; Filter/Sort delegated to plugins
0.6	Developer Experience	✅ Done	Shared `MetadataInspector`, Error Boundaries, 315 test files
0.7	MSW Runtime Fixes	✅ Done	MSW properly integrated via `startMockServer()` in bootstrap; legacy workarounds cleaned up
0.8	Layout System	✅ Done	Branding/theming via `AppShell`, mobile-responsive layout
0.9	Navigation & Routing	✅ Done	Deep-links, `⌘+K` command palette, expression-based visibility
0.10	Action System (Foundation)	✅ Done	`ActionRunner.execute(ActionDef)` fully implemented; `useActionRunner` hook wired into console

Remaining items to close Phase 0:

Remove as any cast in objectstack.shared.ts — replaced with typed resolveDefault<ObjectStackDefinition>() helper and Parameters<typeof defineStack>[0]

Phase 1: Expression Engine Integration ✅ Complete

Goal: Make visible, disabled, hidden, readOnly expressions fully functional across all console components.

Status: ✅ Complete — ExpressionProvider + evaluateVisibility wired into navigation items, CRUD dialog fields, and sidebar. Expression context propagates user/app/data. Unit tests added.

Task	Description	Status
1.1	Wire expression evaluation into ObjectView	✅ Done (`evaluateVisibility` in App.tsx CRUD dialog)
1.2	Add `disabled` expression evaluation in CRUD Dialog fields	✅ Done (field filtering via `evaluateVisibility`)
1.3	Enrich expression context with real user session data	✅ Done (`ExpressionProvider` in App.tsx with auth user)
1.4	Add `readOnly` expression support in PageView sections	✅ Done (via `ExpressionProvider` context)
1.5	Unit tests for expression evaluation in navigation	✅ Done (`ExpressionVisibility.test.tsx`)

Acceptance Criteria:

Navigation items hide/show based on visible: "${user.role === 'admin'}" expressions
Form fields disable based on disabled: "${data.status === 'closed'}" expressions
All expression evaluations are covered by tests

Phase 2: Action System Completion ✅ Complete

Goal: Unify the action system and make ActionRunner production-ready with typed dispatch, toast notifications, dialog confirmations, and redirect handling.

Status: ✅ Complete — ActionRunner.execute(ActionDef) fully implemented (717 lines) with script, url, modal, flow, api, navigation action types. useActionRunner hook wires it into console via useObjectActions. Custom toolbar actions dispatch through ActionRunner. CRUD dialog migrated to ActionDef[] with crud_success and dialog_cancel handlers dispatched through ActionRunner.

Task	Description	Status
2.1	Canonical ActionDef type	✅ Done (fully typed ActionDef interface in ActionRunner.ts)
2.2	Type `ActionRunner.execute()` with `ActionDef`	✅ Done (line 249: `async execute(action: ActionDef): Promise<ActionResult>`)
2.3	Toast action handler (Sonner)	✅ Done (in `useObjectActions`)
2.4	Dialog confirmation action handler	✅ Done (`confirmText` in delete flow)
2.5	Redirect result handling	✅ Done (`navigate` handler in `useObjectActions`)
2.6	Wire action buttons into ObjectView toolbar	✅ Done (`objectDef.actions[]` rendering)
2.7	Bulk action support	✅ Done (multi-row checkbox selection in data-table + ObjectGrid `selectable` prop)
2.8	Custom toolbar actions from schema	✅ Done (`action.location === 'list_toolbar'` dispatched via `actions.execute(action)`)
2.9	Migrate CRUD dialog to ActionDef[]	✅ Done

Phase 3: Server-Driven Metadata API ✅ Complete

Goal: Add getView, getApp, getPage methods to the DataSource interface so the console can fetch UI definitions from the server instead of using static config.

Status: ✅ Complete — All three methods exist on DataSource interface and are implemented in ObjectStackAdapter with metadata caching. Console fetches metadata at runtime via MetadataProvider which calls adapter.getClient().meta.getItems(). MSW mock server intercepts these API calls during development.

Task	Description	Status
3.1	`getView(objectName, viewId)` on DataSource	✅ Done
3.2	`getApp(appId)` on DataSource	✅ Done
3.3	`getPage(pageId)` on DataSource	✅ Done
3.4	Implement in `ObjectStackAdapter`	✅ Done (with `MetadataCache`)
3.5	Metadata cache layer (TTL + ETag)	✅ Done
3.6	Console: fetch app config from server	✅ Done (`MetadataProvider` calls `client.meta.getItems()` at runtime)
3.7	Console: fallback to static config	✅ Done (MSW uses `objectstack.shared.ts` as mock data source)
3.8	MSW: mock metadata endpoints	✅ Done

Phase 4: Internationalization (i18n) ✅ Complete

Goal: Full internationalization support — all UI text externalized, 10+ language packs, RTL layout.

Status: ✅ Complete — @object-ui/i18n integrated with I18nProvider, 10 language packs, LocaleSwitcher component, useObjectTranslation hook used across components.

Task	Description	Status
4.1	Integrate `@object-ui/i18n` package	✅ Done (`I18nProvider` in `main.tsx`)
4.2	Extract strings to translation keys	✅ Done (`useObjectTranslation` in components)
4.3	Language switcher in user menu	✅ Done (`LocaleSwitcher` component)
4.4	Chinese (zh) language pack	✅ Done (`packages/i18n/src/locales/zh.ts`)
4.5	Japanese (ja) language pack	✅ Done (`packages/i18n/src/locales/ja.ts`)
4.6	RTL layout for Arabic	✅ Done (`ar.ts` locale)
4.7	Date/number format localization	✅ Done (via i18n utils)

Acceptance Criteria:

All UI text rendered via t() translation function
Language can be switched at runtime without page reload
RTL layout works correctly for Arabic/Hebrew
Date formats adapt to locale (e.g., DD/MM/YYYY vs MM/DD/YYYY)

Phase 5: RBAC & Permission System ⚠️ Mostly Complete

Goal: Integrate object-level, field-level, and row-level permissions into the console.

Status: ⚠️ Mostly Complete — @object-ui/permissions package provides usePermissions hook. Integrated into ObjectView (CRUD button gating) and AppSidebar (navigation item permission checks). Row-level security has client-side types (DataScopeManager) but no actual filtering applied (server-side enforcement assumed).

Task	Description	Status
5.1	`usePermissions` hook	✅ Done (`@object-ui/permissions`)
5.2	Gate app visibility in sidebar	✅ Done
5.3	Gate navigation items by `requiredPermissions`	✅ Done (`AppSidebar.tsx`)
5.4	Gate CRUD buttons by permissions	✅ Done (`can(objectName, 'create')`)
5.5	Gate field visibility by permissions	✅ Done (`useFieldPermissions`)
5.6	Row-level security	⚠️ Partial (server-side assumed; client `DataScopeManager` types only)
5.7	Permission-denied fallback UI	✅ Done (`PermissionGuard`)
5.8	Integration with ObjectStack RBAC API	✅ Done
5.9	Admin auto-design mode (no toggle)	✅ Done — design tools (Edit/Add View, Metadata Inspector) auto-visible for `isAdmin` users; non-admin users see no design entry. Fixes #628

Phase 6: Real-Time Updates ✅ L2 Complete

Goal: Live data updates via WebSocket/SSE — when a record changes on the server, the console updates immediately.

Status: ✅ L2 Complete — @object-ui/collaboration provides useRealtimeSubscription, usePresence, and useConflictResolution. All three are integrated: auto-refresh on data changes, PresenceAvatars in AppHeader and RecordDetailView, and useConflictResolution wired into ObjectView reconnection flow with server-wins auto-resolve strategy.

Task	Description	Status
6.1	WebSocket transport	✅ Done (`useRealtimeSubscription`)
6.2	Subscribe to object change events	✅ Done (`channel: object:${name}`)
6.3	Auto-refresh views on data change	✅ Done (`ObjectView.tsx` refreshKey)
6.4	Presence indicators	✅ Done (`PresenceAvatars` integrated into AppHeader and RecordDetailView)
6.5	Optimistic updates	⚠️ Types/interfaces defined (`TransactionManager`) but no actual state application (server-side enforcement assumed)
6.6	Conflict resolution UI	✅ Done (`useConflictResolution` wired to ObjectView reconnection flow with server-wins auto-resolve)

Phase 7: Performance Optimization ✅ Complete

Goal: Reduce bundle size, achieve fast LCP, and ensure smooth scrolling with large datasets.

Status: ✅ Complete — Route-based code splitting, vendor chunk splitting, Gzip + Brotli compression, critical chunk preloading, and performance dashboard.

Task	Description	Status
7.1	Code-split plugins (lazy load)	✅ Done (`React.lazy` for routes)
7.2	Virtual scrolling for grid	✅ Done (via plugin-grid)
7.3	Memoize schema computations	✅ Done (`useMemo` in ObjectView)
7.4	Tree-shake unused icons	✅ Done (chunk splitting)
7.5	Service worker for caching	✅ Done (PWA manifest + sw)
7.6	Skeleton loading states	✅ Done (`LoadingScreen`, skeletons)
7.7	Prefetch adjacent pages	✅ Done (critical chunk preloading)

Phase 8: Offline & PWA Support ⚠️ Core Complete

Goal: Make the console installable as a PWA with offline data access.

Status: ⚠️ Core Complete — MobileProvider with PWA config, manifest.json, viewport-fit=cover for notch support, responsive mobile layout. However, background sync queue only simulates server sync (no real backend integration), and conflict resolution on reconnection is not wired into the console.

Task	Description	Status
8.1	PWA manifest and service worker	✅ Done (`manifest.json`, `MobileProvider`, `serviceWorker.ts`)
8.2	Offline data storage	✅ Done (adapter caching)
8.3	Background sync queue	⚠️ Local queue works (`useOffline.queueMutation()`), but server sync is simulated only
8.4	Offline indicator in header	✅ Done (`ConnectionStatus`)
8.5	Conflict resolution on reconnection	⚠️ Hook exists (`useConflictResolution`) but not wired to reconnection flow in console

Phase 9: NavigationConfig Specification Compliance ✅ Complete

Goal: Implement full ViewNavigationConfig support across all view plugins.

Status: ✅ Complete — All 8 view plugins support NavigationConfig via useNavigationOverlay hook + NavigationOverlay component pattern. All 7 navigation modes supported (page, drawer, modal, split, popover, new_window, none).

Compliant Plugins (8/8):

✅ plugin-grid, plugin-list, plugin-view, plugin-kanban, plugin-calendar, plugin-timeline, plugin-gantt, plugin-map

Task	Description	Status
9.1	plugin-view uses `useNavigationOverlay` hook	✅ Done
9.2	plugin-kanban NavigationConfig support	✅ Done
9.3	plugin-calendar NavigationConfig support	✅ Done
9.4	plugin-timeline NavigationConfig support	✅ Done
9.5	plugin-gantt NavigationConfig support	✅ Done
9.6	plugin-map NavigationConfig support	✅ Done
9.7	Schema types updated	✅ Done
9.8	Integration tests for navigation modes	✅ Done
9.9	Documentation updated	✅ Done

Reference:

Hook: packages/react/src/hooks/useNavigationOverlay.ts
Component: packages/components/src/custom/navigation-overlay.tsx

Phase 10: Data Interaction Foundation (v1.0 Blockers) ✅ Complete

Goal: Implement core data interaction features required for v1.0 GA — file upload, related record lookup, export, ActionEngine, and server-driven metadata loading.

Status: ✅ L1 Complete — All v1.0 blocker features implemented and tested.

Approach: Progressive implementation with L1 (Foundation) → L2 (Production) → L3 (Excellence) maturity stages. Each feature starts with a minimal viable implementation (L1), then evolves to production-ready quality (L2), and optionally to advanced capabilities (L3).

10.1: File Upload Foundation

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Basic file input field with preview in forms. Single file upload with progress indicator. Accepts common file types (images, PDFs, docs).	✅ Done	`FieldMetadata` type `file` + `FileUploadField` widget
L2 (Production)	Drag-and-drop upload zone, multi-file support, file size validation, thumbnail previews, delete uploaded files.	🔲 Planned	`FileFieldMetadata.multiple`, `maxSize`, `accept` properties
L3 (Excellence)	Direct camera/photo capture, image cropping/editing, cloud storage integration, upload resume on failure.	🔲 Planned	Extended `FileFieldMetadata` with `capture`, `crop`, `storage` options

Acceptance Criteria (L1):

FileUploadField widget renders in ObjectForm for type: "file" fields
User can select a file from disk via file picker
Upload progress indicator shows during file transfer
Preview component displays uploaded file (image thumbnail or file icon)
File URL stored in record data after successful upload

10.2: Related Record Lookup

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	LookupField widget with DataSource-integrated search. Type-ahead search returns matching records. Selected record displayed with primary field.	✅ Done	`FieldMetadata` type `lookup` with `referenceObject` property
L2 (Production)	Advanced search with multiple fields, record preview on hover, quick-create button for related records, multi-select lookup.	🔲 Planned	`LookupFieldMetadata.searchFields`, `quickCreate`, `multiple`
L3 (Excellence)	Dependent lookups (filter options based on other fields), hierarchical lookups (parent-child relationships), lookup result caching.	🔲 Planned	`dependsOn` filters, `hierarchical` mode, caching strategy

Acceptance Criteria (L1):

LookupField widget renders for type: "lookup" fields
Type-ahead search queries DataSource with search term
Search results display in dropdown with primary field text
Selected record ID stored in form data
Selected record name displayed in field after selection

10.3: Grid Export

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	CSV/JSON export button on Grid toolbar. Exports visible columns and current filtered/sorted data.	✅ Done	`ObjectGridSchema.exportOptions` + `ListViewSchema.exportOptions` with `csv`, `json` formats
L2 (Production)	Excel (XLSX) export, PDF export with formatting, export all data (not just visible), custom column selection for export.	🔲 Planned	`exportOptions.formats: ["csv", "xlsx", "json", "pdf"]`
L3 (Excellence)	Scheduled exports via automation, export templates with custom formatting, email export results, export to cloud storage.	🔲 Planned	Integration with Phase 18 Automation workflows

Acceptance Criteria (L1):

Export button appears in Grid toolbar
CSV export downloads file with column headers + data rows
JSON export downloads array of record objects
Export respects current filters and sort order
Export includes only visible columns

10.4: ActionEngine (Declarative Actions)

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Declarative `ActionDef[]` → `ActionRunner` pipeline. Replace callback-based `useObjectActions` with event-driven dispatch. Support core action types: `navigate`, `create`, `update`, `delete`, `refresh`.	✅ Done	`ActionSchema` from `@objectstack/spec`
L2 (Production)	Full action type coverage: `open_url`, `show_notification`, `confirm`, `execute_workflow`, `call_api`. Conditional actions (`enabled`, `visible` expressions). Action chaining (sequential execution).	🔲 Planned	Complete `ActionSchema` type union implementation
L3 (Excellence)	Custom action handlers (plugin system), action middleware (logging, analytics), undo/redo support for reversible actions.	🔲 Planned	`ActionHandler` plugin interface, middleware pipeline

Acceptance Criteria (L1):

ActionRunner.execute(ActionDef) method implemented in @object-ui/core
CRUD dialog actions defined as ActionDef[] instead of callbacks
Navigation actions dispatch through ActionRunner
Toast notifications triggered by action results
Error handling with user-friendly messages

10.5: Server-Driven Metadata

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Console fetches app config from server at runtime using `DataSource.getApp()`, `getView()`, `getPage()` methods. Fallback to static config when server unavailable.	✅ Done	`DataSource` interface metadata methods
L2 (Production)	Metadata caching with ETag support (already implemented in adapter), hot-reload on metadata changes, version compatibility checks.	✅ Done (Adapter)	`MetadataCache` in `ObjectStackAdapter`
L3 (Excellence)	Metadata editing UI (admin console), metadata versioning and rollback, A/B testing with metadata variants.	🔲 Planned	Advanced admin features

Acceptance Criteria (L1):

App.tsx fetches app config via dataSource.getApp(appName) on mount
ObjectView resolves view definitions via dataSource.getView(objectName, viewId)
Static objectstack.shared.ts config used as fallback when server unreachable
MSW mock server returns metadata from /api/meta/apps/:appName endpoint
Console displays loading state during metadata fetch

Success Metrics:

File upload works in forms with progress indicator
Lookup field searches related records via DataSource
Grid export button downloads CSV with current data
All CRUD actions dispatched through ActionEngine
Console loads app config from server (not static file)

Phase 11: Grid & Table Excellence ✅ L3 Complete

Goal: Elevate the Grid view to Airtable-level UX with frozen columns, row grouping, conditional formatting, and Excel-like interactions.

Status: ✅ L3 Complete — All L1/L2/L3 features implemented. Split-pane mode, gradient coloring, formula bar, group reordering, and cell range copy-paste all available.

11.1: Frozen Columns & Row Height

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Freeze first N columns via `frozenColumns` prop with sticky positioning. Row height toggle: compact/medium/tall via toolbar button.	✅ Done	`GridConfig.frozenColumns: number`, `rowHeight: "compact" \| "medium" \| "tall"`
L2 (Production)	Freeze multiple columns (user-configurable), persist frozen state per view, auto-scroll to frozen columns.	✅ Done	`GridConfig.frozenColumns` array support via `useCellClipboard` range selection
L3 (Excellence)	Split-pane mode (frozen left + scrollable right), diagonal freeze (top-left corner), Excel-like freeze panes UI.	✅ Done	`SplitPaneGrid` component with resizable divider and min-width constraints

11.2: Row Grouping

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Native row grouping by single field (not just AG Grid). Expand/collapse groups. Group headers show count.	✅ Done	`ListViewSchema.groupBy: string` field name
L2 (Production)	Multi-level grouping (nested groups), group aggregations (sum, count, avg), group sorting.	✅ Done	`useGroupedData` with `AggregationConfig[]` parameter — computes sum/count/avg/min/max per group
L3 (Excellence)	Drag-and-drop group reordering, group filtering, group-level actions (bulk update group).	✅ Done	`useGroupReorder` hook with native HTML5 DnD API for group section reordering

11.3: Conditional Row Coloring

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Row background color based on field value. Simple color mapping: `status === "urgent"` → red background.	✅ Done	`ListViewSchema.conditionalFormatting` with row-level rules
L2 (Production)	Complex conditional expressions, multiple rules (priority-based), cell-level formatting (not just rows).	✅ Done	`ConditionalFormattingRule.expression` property with expression engine evaluation
L3 (Excellence)	Gradient coloring (numeric ranges), icon overlays, custom CSS class injection.	✅ Done	`useGradientColor` hook maps numeric field values to Tailwind gradient classes (configurable color stops)

11.4: Copy-Paste & Excel Interactions

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Copy single cell to clipboard via Ctrl+C/Cmd+C. Cell focus via tabIndex for keyboard accessibility.	✅ Done	Clipboard API integration
L2 (Production)	Copy-paste cell ranges (multi-select), paste from Excel with delimiter detection, paste into multiple cells.	✅ Done	`useCellClipboard` hook with range selection, tab-separated clipboard format, Ctrl+C/V support
L3 (Excellence)	Formula bar for editing cell values, drag-fill (Excel-style autofill), keyboard navigation (arrows, Tab, Enter).	✅ Done	`FormulaBar` component with f(x) icon, Enter/Escape editing, value confirmation

Success Metrics:

User can freeze first column and toggle row height
Grid rows grouped by field with expand/collapse
Rows conditionally colored based on status field
Expression-based conditional formatting evaluates complex conditions
User can copy cell value to clipboard
Split-pane mode with resizable divider between frozen and scrollable areas
Group aggregations (sum, count, avg, min, max) computed per group
Gradient coloring maps numeric ranges to color scales
Formula bar allows editing cell values with confirmation

Phase 12: Record Detail & Navigation ✅ L3 Complete

Goal: Enhance record detail pages with prev/next navigation, related records, comments, and activity history.

Status: ✅ L3 Complete — All L1/L2/L3 features implemented. Inline related record creation, rich text comments, diff view, enhanced navigation, relationship graph, comment attachments, and point-in-time restore.

12.1: Prev/Next Record Navigation

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Prev/Next buttons in record detail header with position indicator (e.g., "3 of 25"). Navigate through records in current view's result set via `recordNavigation` schema prop.	✅ Done	Navigation controls in `DetailView` via `recordNavigation`
L2 (Production)	Keyboard shortcuts (← / → arrows), preserve scroll position, show current position (e.g., "3 of 25").	✅ Done	Arrow key navigation with input field detection to avoid interference
L3 (Excellence)	Jump to first/last record, filter within navigation (search while navigating), breadcrumb trail of visited records.	✅ Done	`RecordNavigationEnhanced` with First/Last buttons, search-while-navigating, Home/End keyboard shortcuts

12.2: Related Records Integration

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	RelatedList component renders related records from DataSource. Display as grid or list view.	✅ Done	`RelatedListSchema` with `relatedObject`, `relationshipField`
L2 (Production)	Inline create related record, link existing record, unlink records, filter related records.	✅ Done	`InlineCreateRelated` component with Create/Link tabs, search, and compact form
L3 (Excellence)	Multi-level related records (nested relationships), related record preview on hover, related record graph view.	✅ Done	`RelationshipGraph` SVG-based node-link graph with multi-level concentric layout and clickable nodes

12.3: Comments & Activity Timeline

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	`RecordComments` component with add/view, timestamp, author display, avatar initials. `ActivityTimeline` component with field change history, type-specific icons, and color coding.	✅ Done	`CommentEntry` with `author`, `text`, `createdAt`. `ActivityEntry` with `type`, `field`, `oldValue`, `newValue`.
L2 (Production)	Rich text comments (markdown), @mention notifications, comment reactions (emoji), edit/delete comments.	✅ Done	`RichTextCommentInput` with markdown toolbar (bold/italic/list/code), @mention autocomplete, preview toggle
L3 (Excellence)	Threaded discussions (reply to comment), comment attachments, activity filtering (show only comments / field changes).	✅ Done	`CommentAttachment` with drag-and-drop file upload, image thumbnails, file type icons, size display

12.4: Record Revision History

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Display field change history via `ActivityTimeline` component. Show who changed what field and when with before/after values.	✅ Done	`ActivityEntry` type with field change tracking
L2 (Production)	Diff view (before/after values), revert to previous version, revision timeline visualization.	✅ Done	`DiffView` component with unified and side-by-side modes for string/number/boolean/json/date fields
L3 (Excellence)	Point-in-time restore, bulk revert multiple fields, revision approval workflow.	✅ Done	`PointInTimeRestore` component with revision timeline, field change preview, snapshot viewer, two-step restore confirmation

Success Metrics:

Phase 13: Kanban & Views Enhancement ✅ L3 Complete

Goal: Close Kanban UX gaps (quick add, cover images, collapse, conditional coloring) and add advanced view features.

Status: ✅ L3 Complete — All L1/L2/L3 features implemented. Inline quick-add editing, card templates, column widths, quick-add reordering, and cross-swimlane movement.

13.1: Kanban Quick Add & Cover Image

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Quick Add button at bottom of each Kanban column. Click to add card inline. Cover image field support (show image on card top).	✅ Done	`KanbanConfigSchema.quickAdd`, `coverImageField`
L2 (Production)	Inline editing in quick-add (no dialog), image upload for cover field, cover image fit options (cover/contain).	✅ Done	`InlineQuickAdd` component with multi-field inline form, auto-focus, Enter/Escape support
L3 (Excellence)	Drag to reorder quick-add, batch quick-add (add multiple cards), AI-suggested cover images.	✅ Done	`useQuickAddReorder` hook with drag-to-reorder card ordering within columns

13.2: Kanban Column Collapse & Conditional Coloring

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Collapse/expand Kanban columns. Collapsed column shows count only. Card conditional coloring (border or background based on field value).	✅ Done	`KanbanConfig.allowCollapse`, `conditionalFormatting`
L2 (Production)	Persist collapsed state per user, conditional column visibility (hide empty columns), card badges (priority, tags).	✅ Done	Collapsed lanes persisted to localStorage per swimlaneField; card badges rendered from `KanbanCard.badges[]`
L3 (Excellence)	Custom column widths, horizontal scroll for many columns, column drag-to-reorder.	✅ Done	`useColumnWidths` hook with per-column width overrides, min/max clamping, localStorage persistence

13.3: Kanban Swimlanes & Card Templates

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Swimlanes: 2D grouping (columns + rows). Group by second field for horizontal lanes.	✅ Done	`KanbanConfig.swimlaneField` property — collapsible swimlane rows with card counts
L2 (Production)	Card templates (predefined field values for new cards), swimlane collapse/expand, swimlane aggregations.	✅ Done	`CardTemplates` component with dropdown template selection, pre-filled values for `InlineQuickAdd`
L3 (Excellence)	Multi-level swimlanes (nested grouping), swimlane drag-to-reorder, cross-swimlane card movement.	✅ Done	`useCrossSwimlaneMove` hook with `acceptFrom` constraint validation and drag state tracking

Success Metrics:

Phase 14: Forms & Data Collection ✅ L2 Partial

Goal: Complete FileUploadField widget, add embeddable standalone forms, and form analytics.

Status: ✅ L2 Partial — L1 foundation complete. L2: Multi-file upload with file size validation and error messages. URL prefill parameters for EmbeddableForm.

14.1: Complete FileUploadField Widget

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Drag-and-drop upload zone, upload progress bar, file preview (image/PDF/doc icons), delete uploaded file button.	✅ Done	Full `FileUploadField` implementation
L2 (Production)	Multi-file upload with individual progress bars, file size/type validation with error messages, thumbnail grid for images.	✅ Done	`FileField` supports `multiple`, `maxSize` validation with error display
L3 (Excellence)	Camera capture for mobile, image cropping/rotation, cloud storage integration (S3, Azure Blob), upload resume on network failure.	🔲 Planned	Advanced file handling

14.2: Embeddable Standalone Forms

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Standalone form URL (no authentication required). Shareable link for external submissions. Submission creates record in object.	✅ Done	`FormConfig.embeddable`, `/forms/:formId` route
L2 (Production)	Prefill URL parameters (`?name=John&email=...`), custom thank-you page redirect, form branding (logo, colors).	✅ Done	`EmbeddableForm` reads URL search params + explicit `prefillParams`; `thankYouPage.redirectUrl` with delay
L3 (Excellence)	Multi-page forms (wizard steps), conditional form logic (skip fields based on answers), form expiration (time-limited access).	🔲 Planned	Advanced form features

14.3: Form Analytics & Submissions Dashboard

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Submissions dashboard showing form fill rate, completion time, field drop-off.	✅ Done	Analytics component
L2 (Production)	Field-level analytics (most skipped, most errored), submission heatmap (time of day), A/B testing support.	🔲 Planned	Detailed analytics
L3 (Excellence)	Real-time submission monitoring, export submissions as CSV, webhook on form submit.	🔲 Planned	Advanced monitoring

Success Metrics:

FileUploadField supports drag-and-drop + multi-file upload
Standalone form URL created and shareable
Prefill URL parameters populate form fields — EmbeddableForm auto-reads window.location.search
Form analytics dashboard shows submission metrics

Phase 15: Import/Export & Data Portability ✅ L1 Complete

Goal: Data import wizard, universal export across all views, shared view links, and API export endpoints.

Status: ✅ L1 Complete — CSV Import Wizard (packages/plugin-grid/src/ImportWizard.tsx) with 3-step flow (file upload, column mapping, preview & import). Universal export via ObjectGrid and ListView exportOptions. Shared View Links (packages/plugin-view/src/SharedViewLink.tsx) with token generation for read-only URLs.

15.1: CSV/Excel Import Wizard

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Import CSV/Excel file. Map columns to fields. Validate data types. Create records on import.	✅ Done	`ImportWizard.tsx` in `packages/plugin-grid/src/` — 3-step wizard
L2 (Production)	Preview import (show first 10 rows), error handling (skip invalid rows or stop on error), update existing records (match by unique field).	✅ Done	Preview shows 10 rows with per-row validation errors, `onErrorMode` prop supports 'skip' / 'stop'
L3 (Excellence)	Import templates (save column mappings), scheduled imports (watch folder), import rollback (undo import).	🔲 Planned	Enterprise import features

15.2: Universal Export (All Views)

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Export button on all view types (Grid, Kanban, Calendar, Gallery). CSV + JSON formats. Export current filtered data.	✅ Done	ObjectGrid and ListView `exportOptions`
L2 (Production)	Excel (XLSX) with formatting, PDF export with view layout preserved, export all data (bypass pagination).	🔲 Planned	Advanced export formats
L3 (Excellence)	Custom export templates, scheduled exports (daily/weekly email), export to cloud storage (S3, Google Drive).	🔲 Planned	Enterprise export features

15.3: Shared View Links & Permissions

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Generate shareable read-only view link. Public URL (no login required). View data only (no edit/delete).	✅ Done	`SharedViewLink.tsx` in `packages/plugin-view/src/` with token generation
L2 (Production)	Password-protected shared links, expiration date for links, view-level permissions (show only certain fields).	⚠️ L2 Partial — Password input & expiration dropdown UI added to `SharedViewLink`; server-side enforcement planned	`SharedViewLink` with password & expiresAt options in `onShare` callback
L3 (Excellence)	Edit permissions in shared link, comment-only access, share analytics (who viewed, when).	🔲 Planned	Collaborative sharing

15.4: API Export Endpoints

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	REST API endpoint for programmatic export: `GET /api/export/:objectName?format=csv`. Returns data in specified format.	🔲 Planned	API export
L2 (Production)	GraphQL export query, webhook-triggered exports, bulk export multiple objects.	🔲 Planned	Advanced API features
L3 (Excellence)	Streaming export for large datasets, incremental export (delta sync), export audit log.	🔲 Planned	Enterprise API features

Success Metrics:

CSV import wizard maps columns and creates records
Export button works on all view types (Grid, Kanban, Calendar, Gallery)
Shared view link generated and accessible without login
API export endpoint returns data in CSV/JSON format

Phase 16: Undo/Redo & Data Safety ✅ L2 Complete

Goal: Implement global undo/redo for data operations, record revision history, and time-travel debugging.

Status: ✅ L2 Complete — Global UndoManager with batch operations (pushBatch, popUndoBatch, popRedoBatch), persistent undo stack (saveToStorage/loadFromStorage), and getRedoHistory(). Toast notifications integrated via useGlobalUndo hook with Ctrl+Z/Ctrl+Shift+Z keyboard shortcuts.

16.1: Global Undo Manager

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Global undo/redo for CRUD operations (create, update, delete). Keyboard shortcuts: Ctrl+Z (undo), Ctrl+Shift+Z (redo). Undo stack with max size (e.g., 50 operations).	✅ Done	`UndoManager` in `@object-ui/core` + `useGlobalUndo` hook in `@object-ui/react`
L2 (Production)	Undo/redo UI (toast notification on undo), batch undo (undo multiple operations at once), undo history panel (show stack).	✅ Done	Sonner toast on undo/redo; `pushBatch`, `popUndoBatch`, `popRedoBatch` methods; `getHistory()` + `getRedoHistory()` for history panel
L3 (Excellence)	Persistent undo stack (survives page reload), undo branching (multiple undo paths), undo conflicts (merge or reject).	🔲 Planned	Advanced undo features

16.2: Record Revision History (Server-Side)

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Server-side audit log tracks field changes. Display revision history in record detail page. Show who changed what and when.	🔲 Planned	Server audit log integration
L2 (Production)	Diff view (side-by-side comparison), revert to previous version, revision comments (explain why change was made).	🔲 Planned	Revision management
L3 (Excellence)	Revision approval workflow (changes require approval), revision export (download change history), revision notifications (alert on change).	🔲 Planned	Enterprise revision features

16.3: Time-Travel Debugging & Operation Replay

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Developer tool: view operation log (all CRUD operations). Filter by object, user, date.	✅ Done	`globalUndoManager.getHistory()` provides operation log
L2 (Production)	Replay operations (re-execute operation sequence), operation diff (compare two states), operation export (JSON log).	🔲 Planned	Advanced debugging
L3 (Excellence)	Point-in-time restore (restore object to previous state), operation rollback (undo all operations after timestamp), operation migration (replay operations on different environment).	🔲 Planned	Enterprise debugging features

Success Metrics:

Ctrl+Z undoes last CRUD operation (global UndoManager in @object-ui/core)
Ctrl+Shift+Z redoes undone operation (useGlobalUndo hook with keyboard shortcuts)
Record detail shows revision history with diffs
Developer tool displays operation log (via globalUndoManager.getHistory())

Phase 17: Collaboration & Communication ✅ L2 Complete

Goal: Add record-level comments, @mention notifications, activity feed, and threaded discussions.

Status: ✅ L2 Complete — CommentThread from @object-ui/collaboration integrated into console RecordDetailView with thread resolution (resolve/reopen), emoji reactions, and sorting. ActivityFeed sidebar with notification preference filters (toggle by activity type). Presence and activity data now fetched from API (sys_presence, sys_activity). Comments persisted via sys_comment resource. AppHeader falls back to defaults when API is unavailable.

17.1: Record-Level Comments

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Comments component in record detail page. Add comment (plain text), view comment list, display author + timestamp.	✅ Done (via `RecordComments` in Phase 12)	Basic comments in `plugin-detail`
L2 (Production)	Rich text comments (markdown/HTML), edit/delete own comments, comment reactions (emoji), comment sorting (newest/oldest).	✅ Done	`CommentThread` has edit/delete, emoji reactions (👍❤️), sort dropdown (newest/oldest), reaction counts; integrated into RecordDetailView
L3 (Excellence)	Comment attachments (files, images), comment search, comment export, comment moderation (admin delete).	🔲 Planned	Advanced comment features

17.2: @Mention Notifications & Activity Feed

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	@mention autocomplete in comments. Notify mentioned user (in-app notification). Activity feed in sidebar (show recent activity).	✅ Done	`CommentThread` integrated with @mention; `ActivityFeed` sidebar in `apps/console/src/components/ActivityFeed.tsx`
L2 (Production)	Email notifications for @mentions, notification preferences (enable/disable per activity type), mark notifications as read.	✅ Partial	ActivityFeed has notification preference filters (toggle by type); email notifications are server-side
L3 (Excellence)	Notification grouping (batch similar notifications), notification snooze, notification webhook (send to Slack/Teams).	🔲 Planned	Enterprise notifications

17.3: Threaded Discussions & Email Notifications

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Reply to comment (threaded discussion). Display thread hierarchy (indent replies). Collapse/expand threads.	✅ Done	`CommentThread` with parentId-based threading integrated into console RecordDetailView
L2 (Production)	Thread notifications (notify on reply), thread resolution (mark as resolved), thread subscription (follow thread).	✅ Done	`CommentThread` has `onResolve` callback; thread resolution UI (resolve/reopen button) wired into RecordDetailView
L3 (Excellence)	Thread export (download discussion), thread permissions (restrict replies), thread AI summary (summarize long threads).	🔲 Planned	Advanced thread features

Success Metrics:

Comments posted on record detail page (via RecordComments in Phase 12)
@mention triggers notification to mentioned user (CommentThread integrated into console)
Activity feed shows recent comments and changes (ActivityFeed sidebar component)
Threaded replies display with indentation (CommentThread integrated into console)

Phase 18: Automation & Workflows (Post v1.0) ✅ L2 Complete

Goal: Visual automation builder for trigger-action workflows, leveraging ProcessDesigner from designer phase.

Status: ✅ L2 Complete — AutomationBuilder with conditional triggers (field/operator/value conditions), multi-step sequential/parallel action execution, and AutomationRunHistory. WorkflowDesigner (426 lines) and ProcessDesigner (948 lines, BPMN 2.0) registered in ComponentRegistry.

18.1: Trigger-Action Pipeline UI

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	UI for configuring automations: select trigger (record created, field updated), select action (send email, update field). Save automation definition.	✅ Done	`AutomationBuilder.tsx` in `packages/plugin-workflow/src/` registered in ComponentRegistry
L2 (Production)	Conditional triggers (only when field matches value), multi-step actions (action sequence), action parameters (customize action behavior).	✅ Done	`TriggerConfig.conditionField/conditionOperator/conditionValue` for field-level conditions; `AutomationDefinition.executionMode` ('sequential'/'parallel') for multi-step
L3 (Excellence)	Automation templates (pre-built workflows), automation testing (dry run), automation analytics (execution count, success rate).	🔲 Planned	Enterprise automation features

18.2: Visual Automation Builder (ProcessDesigner Integration)

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Leverage ProcessDesigner plugin for visual workflow design. Drag-and-drop nodes (trigger, condition, action). Connect nodes to define flow.	⚠️ `ProcessDesigner` (948 lines) fully implemented with BPMN 2.0 nodes, auto-layout, undo/redo, minimap, but not connected to automation execution	`@object-ui/plugin-designer` registered as `'process-designer'`
L2 (Production)	Branching logic (if/else conditions), loops (repeat action), error handling (catch errors, retry).	🔲 Planned	Advanced workflow features
L3 (Excellence)	Sub-workflows (call another workflow), parallel execution (run actions in parallel), workflow versioning (save versions, rollback).	🔲 Planned	Enterprise workflow features

18.3: Scheduled Triggers, Webhooks & Run History

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Scheduled triggers (run automation daily/weekly). Webhook actions (HTTP POST on trigger). Run history (show past executions).	⚠️ Partial — `AutomationRunHistory` component implemented; scheduled triggers and webhooks still planned	`AutomationRunHistory.tsx` in `packages/plugin-workflow/src/`
L2 (Production)	Cron expressions for complex schedules, webhook retry on failure, run history filtering (by status, date).	🔲 Planned	Advanced execution features
L3 (Excellence)	Webhook signature verification, run history export, automation monitoring dashboard (execution metrics).	🔲 Planned	Enterprise execution features

Success Metrics:

Automation created via UI (trigger + action) — AutomationBuilder with trigger-action pipeline
ProcessDesigner renders visual workflow (948-line BPMN 2.0 designer implemented)
Scheduled trigger executes automation daily
Webhook action sends HTTP POST on trigger
Run history displays past automation executions (AutomationRunHistory component)

Phase 19: Unified Navigation & Area Management ✅ L1 Complete

Goal: Unify the application navigation model around NavigationItem (aligned with @objectstack/spec), introduce Navigation Areas for business-domain partitioning, and deprecate the legacy MenuItem type.

Status: ✅ L1 Complete — Unified NavigationItem type, NavigationArea type, Zod validation schemas, menuItemToNavigationItem transform, AppSchema extended with navigation/areas fields, AppSidebar Area Switcher UI, Spec Compliance tests.

Reference: Issue: 统一应用与导航模型 — aligns with Salesforce Lightning App Builder and Microsoft Power Apps Site Map Designer patterns.

19.1: Unified NavigationItem Model

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Define unified `NavigationItem` type with all navigation types (object, dashboard, page, report, url, group, separator, action). Add Zod validation. Export from `@object-ui/types`. Deprecate `MenuItem` with backward-compatible transform.	✅ Done	`NavigationItem`, `NavigationArea` in `packages/types/src/app.ts`; `NavigationItemSchema`, `NavigationAreaSchema` in `packages/types/src/zod/app.zod.ts`
L2 (Production)	Migrate all Console/CLI consumers from `MenuItem` to `NavigationItem`. Remove `MenuItem` from internal usage. Full spec compliance test coverage.	🔲 Planned	Deprecate `AppSchema.menu` in favor of `AppSchema.navigation`
L3 (Excellence)	Server-side NavigationItem validation, auto-migration tooling (CLI command to convert legacy configs).	🔲 Planned	CLI migration tooling

19.2: Navigation Area Support

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Add `NavigationArea` type, extend `AppSchema` with `areas` field, AppSidebar area switcher UI, resolved navigation from active area.	✅ Done	`AppSchema.areas?: NavigationArea[]`; Area switcher in `AppSidebar.tsx`
L2 (Production)	URL routing update to `/apps/:appName/:area/:object`, CommandPalette area awareness, area-level RBAC.	🔲 Planned	Route protocol upgrade
L3 (Excellence)	Area-specific branding/theming, area analytics, area templates.	🔲 Planned	Enterprise area features

19.3: Visual Navigation Designer (Future)

Maturity Level	Description	Status	Spec Compliance
L1 (Foundation)	Basic NavigationDesigner component: drag-and-drop navigation items, add from object/dashboard/page catalog.	🔲 Planned	`NavigationDesignerProps` interface
L2 (Production)	Live preview sidebar, icon picker (Lucide), expression editor for visibility, export/import JSON.	🔲 Planned	Visual editing features
L3 (Excellence)	App Manager system page, app templates/cloning, app lifecycle (active/inactive).	🔲 Planned	Full App Manager

Success Metrics:

5. UI Feature Roadmap

Re-prioritized (Feb 16, 2026): Features reorganized by progressive maturity stages (L1/L2/L3). Phases 10-18 use "shallow to deep" (由浅入深) approach for incremental development. All L1 development complete as of July 2025.

5.1 Object Management

Feature	Status	Priority	Phase
Grid view (sort, filter, search)	✅ Done	—	—
Kanban board	✅ Done	—	—
Calendar view	✅ Done	—	—
Timeline view	✅ Done	—	—
Gallery view	✅ Done	—	—
Map view	✅ Done	—	—
Gantt chart	✅ Done	—	—
Chart view	✅ Done	—	—
Inline editing (grid)	✅ Done	—	—
Bulk actions (select + execute)	✅ Done	—	Phase 2
Column reordering & persistence	✅ Done	—	Phase 7
Saved filters / views	✅ Done	—	Phase 3
Export (CSV, JSON)	✅ Done	🎯 v1.0 Essential	Phase 10 (L1)
Export (Excel, PDF)	🔲 Planned	Post v1.0	Phase 11 (L2)
Frozen columns	✅ Done	Post v1.0	Phase 11 (L1)
Row grouping (native)	✅ Done	Post v1.0	Phase 11 (L2)
Conditional row coloring	✅ Done	Post v1.0	Phase 11 (L1)
Copy-paste from Excel	✅ Done	Post v1.0	Phase 11 (L2)
Import (CSV, Excel)	✅ Done	Post v1.0	Phase 15 (L1)

5.2 Forms & Records

Feature	Status	Priority	Phase
Create/edit dialog	✅ Done	—	—
Field type mapping	✅ Done	—	—
Record detail page	✅ Done	—	—
Record drawer (sheet)	✅ Done	—	—
Form variants (tabbed, wizard, split)	✅ Done	—	—
Conditional fields (dependsOn)	✅ Done	—	—
Field validation	✅ Done	—	—
File upload fields (basic)	✅ Done	🎯 v1.0 Essential	Phase 10 (L1)
File upload fields (complete)	✅ Done	Post v1.0	Phase 14 (L1)
Related record lookup	✅ Done	🎯 v1.0 Essential	Phase 10 (L1)
Prev/Next record navigation	✅ Done	Post v1.0	Phase 12 (L1)
Comments / Activity history	✅ Done	Post v1.0	Phase 12 (L1)
Record revision history	✅ Done	Post v1.0	Phase 12 (L2)
Embeddable form URL	✅ Done	Post v1.0	Phase 14 (L1)
Rich text editor fields	🔲 Planned	Post v1.0	Phase 14 (L3)
Audit trail (field change history)	🔲 Planned	Post v1.0	Phase 16 (L2)

5.3 Dashboards & Reports

Feature	Status	Priority	Phase
Dashboard renderer	✅ Done	—	—
Chart widgets	✅ Done	—	—
Report viewer	✅ Done	—	—
Report builder	✅ Done	—	—
Real-time dashboard auto-refresh	✅ Done	—	Phase 6
Report export (PDF, Excel)	🔲 Planned	Post v1.0	Phase 15 (L2)
Dashboard drag & drop layout	🔲 Planned	Post v1.0	Phase 15 (L3)
Scheduled reports (email)	🔲 Planned	Post v1.0	Phase 18 (L1)

5.4 Navigation & UX

Feature	Status	Priority	Phase
Multi-app switcher	✅ Done	—	—
Recursive navigation tree	✅ Done	—	—
Command palette (⌘+K)	✅ Done	—	—
Expression-based visibility	✅ Done	—	Phase 1
Dark/light theme	✅ Done	—	—
Per-app branding	✅ Done	—	—
Breadcrumbs	✅ Done	—	—
Keyboard shortcuts	✅ Done	—	—
Mobile-responsive layout	✅ Done	—	Phase 8
Language switcher	✅ Done	—	Phase 4
Global search (cross-object)	✅ Done	—	—
Global Undo/Redo (Ctrl+Z)	✅ Done (global UndoManager + batch ops + persistent stack)	Post v1.0	Phase 16 (L1+L2)
Notification center	✅ Partial (ActivityFeed with filter preferences)	Post v1.0	Phase 17 (L2)
Activity feed	✅ Done	Post v1.0	Phase 17 (L1)
Inline View Config Panel	✅ Done (Airtable-style right sidebar, breadcrumb header, record count footer, responsive mobile overlay, ARIA accessibility, auto-close on view switch, full interactive editing: Switch toggles, inline title edit, ViewType select, clickable sub-editor rows, draft state with Save/Discard, real-time draft preview in main view)	Post v1.0	Phase 20

5.5 Kanban & Visual Views

Feature	Status	Priority	Phase
Kanban Quick Add button	✅ Done	Post v1.0	Phase 13 (L1)
Kanban cover image	✅ Done	Post v1.0	Phase 13 (L1)
Kanban column collapse	✅ Done	Post v1.0	Phase 13 (L1)
Kanban card coloring	✅ Done	Post v1.0	Phase 13 (L1)
Kanban swimlanes (2D grouping)	✅ Done	Post v1.0	Phase 13 (L1)
Kanban card templates	✅ Done	Post v1.0	Phase 13 (L2)
Kanban card badges	✅ Done	Post v1.0	Phase 13 (L2)

5.6 Collaboration

Feature	Status	Priority	Phase
Record-level comments	✅ Done (basic, via RecordComments)	—	Phase 12 (L1)
@mention notifications	✅ Done (CommentThread integrated)	Post v1.0	Phase 17 (L1)
Threaded discussions	✅ Done (CommentThread integrated)	Post v1.0	Phase 17 (L3)
Email notifications	🔲 Planned	Post v1.0	Phase 17 (L2)

5.7 Automation

Feature	Status	Priority	Phase
Automation Builder UI	✅ Done (AutomationBuilder + conditional triggers)	Post v1.0	Phase 18 (L1+L2)
Visual workflow designer	✅ Done (ProcessDesigner, 948 LOC)	Post v1.0	Phase 18 (L2)
Scheduled triggers	🔲 Planned	Post v1.0	Phase 18 (L1)
Webhook actions	🔲 Planned	Post v1.0	Phase 18 (L1)
Automation run history	✅ Done (AutomationRunHistory)	Post v1.0	Phase 18 (L1)

6. Execution Timeline

Re-prioritized (Feb 16, 2026): Progressive maturity stages (L1/L2/L3) organize features by depth. Each phase builds incrementally from foundation to excellence.

2026 Q1 (Feb 7-13)  — BOOTSTRAP COMPLETE ✅
═══════════════════════════════════════════════════════════
  Phase 0: Bootstrap & Foundation     ██████████████  ✅ Complete (all `as any` casts removed)

2026 Q1 (Feb-Mar)  — FEATURE PHASES
═══════════════════════════════════════════════════════════
  Phase 1: Expression Engine          ██████████████  ✅ Complete
  Phase 2: Action System              ██████████████  ✅ Complete (CRUD dialog migrated to ActionDef[])
  Phase 3: Metadata API               ██████████████  ✅ Complete (runtime fetch via MetadataProvider)
  Phase 4: Internationalization        ██████████████  ✅ Complete
  Phase 5: RBAC & Permissions          ██████████████  ✅ Complete
  Phase 6: Real-Time Updates           ██████████████  ✅ L2 Complete — PresenceAvatars, conflict resolution wired to reconnection
  Phase 7: Performance Optimization    ██████████████  ✅ Complete
  Phase 8: Offline / PWA              ██████████░░░░  ⚠️ Core done, background sync simulated
  Phase 9: NavigationConfig Spec      ██████████████  ✅ Complete

2026 Q1-Q2 (Mar-Apr) — v1.0 DATA INTERACTION (✅ L1 Complete)
═══════════════════════════════════════════════════════════
  Phase 10: Data Interaction          ██████████████  ✅ File upload, Lookup, Export, ActionEngine, Server metadata

2026 Q2 (May-Jun) — v1.0 GA: GRID & RECORD DETAIL
═══════════════════════════════════════════════════════════
  Phase 11: Grid Excellence           ██████████████  ✅ L3 Complete: Frozen columns, Row grouping with aggregations, Conditional coloring, Copy-paste, Split-pane, Gradient, Formula bar
  Phase 12: Record Detail             ██████████████  ✅ L3 Complete: Navigation, Comments, Activity, Inline related, Rich text, Diff view, Graph, Point-in-time restore

2026 Q3 (Jul-Sep) — v1.1: VIEWS, FORMS & DATA PORTABILITY (✅ L1 Complete)
═══════════════════════════════════════════════════════════
  Phase 13: Kanban Enhancement        ██████████████  ✅ L3 Complete: Quick Add, Cover image, Column collapse, Card coloring, Inline editing, Templates, Column widths, Cross-swimlane
  Phase 14: Forms & Collection        ██████████████  ✅ L1 Complete: DnD FileUpload, Embeddable forms, Analytics
  Phase 15: Import/Export             ██████████████  ✅ L1 Complete: Import wizard, Universal export, Shared links

2026 Q4 (Oct-Dec) — v1.2: UNDO/REDO & COLLABORATION (✅ L1 Complete)
═══════════════════════════════════════════════════════════
  Phase 16: Undo/Redo & Safety        ██████████████  ✅ L1 Complete: Global UndoManager, useGlobalUndo hook, Ctrl+Z/Ctrl+Shift+Z
  Phase 17: Collaboration             ██████████████  ✅ L1 Complete: CommentThread integrated, ActivityFeed sidebar

2027 Q1+ — v2.0: AUTOMATION & WORKFLOWS (✅ L1 Complete)
═══════════════════════════════════════════════════════════
  Phase 18: Automation & Workflows    ██████████████  ✅ L1 Complete: AutomationBuilder, AutomationRunHistory, registered in ComponentRegistry

2027 Q1+ — v2.1: INLINE VIEW DESIGNER (✅ Complete)
═══════════════════════════════════════════════════════════
  Phase 20: Inline ViewConfigPanel    ██████████████  ✅ Complete: Airtable-style right sidebar, full interactive editing (Switch toggles, inline title, ViewType select, sub-editor rows, draft Save/Discard, real-time draft preview), ARIA accessibility

Milestone Summary

Milestone	Version	Date	Description
Bootstrap	v0.5.0	✅ Feb 7, 2026	10 sub-phases: data layer, plugins, i18n, routing, DX
Alpha	v0.5.2	✅ Feb 14, 2026	Expressions + Actions + Metadata adapter + i18n + RBAC
Beta	v0.8.0	✅ Feb 16, 2026	ActionRunner + Server-driven metadata + Phase 10 L1 features
RC	v0.9.0	✅ Complete	Phase 0-2 complete + Phase 10-12 L1; some Phase 6/8 gaps (Presence, Sync)
GA v1.0	v1.0.0	✅ Complete	Core data interaction + Grid excellence + Record detail (Phases 10-12)
v1.1	v1.1.0	✅ Complete	Kanban + Forms + Import/Export (Phases 13-15); all L1 ✅
v1.2	v1.2.0	✅ L1 Complete	Undo/Redo + Collaboration (Phases 16-17); L1 integrated into console
v2.0	v2.0.0	✅ L2 Complete	All L2 features: batch undo, expression formatting, conditional triggers, multi-step actions, swimlane persistence, keyboard nav, file validation, thread resolution, notification prefs
v2.1	v2.1.0	✅ Complete	Inline ViewConfigPanel (Phase 20): Airtable-style right sidebar with full interactive editing support, backend persistence via DataSource.updateViewConfig

7. Quality Gates

Every phase must pass these gates before merging:

Gate	Requirement
Tests	All new code has unit tests; overall coverage > 80%
Lint	Zero ESLint warnings
Build	Clean build (no TypeScript errors)
Bundle	No regression in bundle size (monitored by CI)
Accessibility	Keyboard navigation works; screen reader tested
Performance	No LCP regression (monitored by Lighthouse CI)
Security	CodeQL scan passes; no new vulnerabilities
Documentation	JSDoc on all public functions; Storybook stories updated

8. File Structure (Target)

apps/console/
├── src/
│   ├── components/          # UI Components
│   │   ├── AppHeader.tsx    # Top bar with breadcrumbs, search, connection status
│   │   ├── AppSidebar.tsx   # Navigation sidebar with app switcher
│   │   ├── ConsoleLayout.tsx# Root layout (AppShell wrapper)
│   │   ├── ObjectView.tsx   # Object list view (wraps plugin-view)
│   │   ├── RecordDetailView.tsx # Record detail page
│   │   ├── DashboardView.tsx# Dashboard page
│   │   ├── ReportView.tsx   # Report viewer/builder page
│   │   ├── PageView.tsx     # Custom page renderer
│   │   ├── CommandPalette.tsx# ⌘+K command bar
│   │   ├── ConnectionStatus.tsx # API connection indicator
│   │   ├── ErrorBoundary.tsx# Error boundary wrapper
│   │   ├── LoadingScreen.tsx# Initial loading state
│   │   ├── MetadataInspector.tsx # Developer debug panel
│   │   ├── mode-toggle.tsx  # Theme switcher
│   │   └── theme-provider.tsx # Theme context
│   ├── hooks/               # Custom Hooks
│   │   ├── useBranding.ts   # App branding CSS injection
│   │   ├── useObjectActions.ts # CRUD action handlers
│   │   ├── useFavorites.ts  # Sidebar favorites
│   │   ├── useRecentItems.ts # Recent navigation items
│   │   └── useResponsiveSidebar.ts # Mobile-responsive sidebar
│   ├── context/             # React Context Providers
│   │   └── ExpressionProvider.tsx # Expression evaluation context
│   ├── mocks/               # MSW Mock Server
│   │   ├── browser.ts       # Browser worker setup
│   │   └── server.ts        # Node server setup (for tests)
│   ├── locales/             # [Phase 4] i18n translations
│   │   ├── en.json
│   │   ├── zh-CN.json
│   │   └── ja-JP.json
│   ├── __tests__/           # Test Files
│   │   └── *.test.tsx
│   ├── App.tsx              # Root app component
│   ├── main.tsx             # Entry point (plugin registration)
│   ├── dataSource.ts        # DataSource re-export
│   ├── utils.ts             # Shared utilities
│   └── index.css            # Global styles
├── objectstack.shared.ts    # Merged config (CRM + Todo + KitchenSink)
├── objectstack.config.ts    # ObjectStack compile config
├── CONSOLE_ROADMAP.md       # This document
├── README.md                # Quick start guide
└── package.json

9. Key Design Decisions

D1: Plugin-First Architecture

All view types (grid, kanban, calendar, etc.) are rendered via the plugin system (ComponentRegistry). The console never imports view implementations directly — it uses SchemaRenderer which dispatches to registered plugins.

Rationale: This ensures the console remains a thin orchestration layer. New view types can be added by installing a plugin package, with zero console code changes.

D2: Static Config Fallback

The console supports two modes:

Server-Driven: Fetch app/view metadata from the ObjectStack Runtime API
Static Config: Load from objectstack.shared.ts when no server is available

Rationale: During development, the MSW mock server simulates the API. In production, the real server provides metadata. The static config is the fallback for offline scenarios and testing.

D3: Expression-Driven Visibility

All visibility/disabled/hidden logic uses the Expression Engine from @object-ui/core:

// Navigation item visibility
visible: "${user.role === 'admin'}"

// Field conditional rendering
dependsOn: "status"
visibleOn: "${data.status !== 'draft'}"

Rationale: Hardcoded if/else checks don't scale. Expressions let the server control what's visible without deploying new frontend code.

D4: Adapter Pattern for Data

The console uses ObjectStackAdapter (from @object-ui/data-objectstack) which implements the DataSource interface. This means:

The console doesn't know about HTTP, WebSocket, or REST
Swapping backends (e.g., GraphQL, Firebase) requires only a new adapter
Testing uses the same interface with MSW or in-memory adapters

D5: Multi-App Routing

URL structure: /apps/:appName/:objectName/view/:viewId

Each app has its own navigation tree, branding, and permissions. The sidebar and header adapt dynamically when switching apps.

10. Risk Register

Risk	Impact	Mitigation
Bundle size exceeds target	Poor load times, bad UX	Code-split plugins, tree-shake icons, lazy loading
Expression engine performance	Slow rendering with complex expressions	Memoize evaluations, limit re-evaluation frequency
WebSocket reliability	Missed real-time updates	Fallback to polling, reconnect with exponential backoff
i18n string extraction	Missed translations, broken UI	Automated extraction tool, CI check for untranslated keys
RBAC complexity	Permission bugs, data leaks	Server-side enforcement as primary gate; UI is secondary
Spec version drift	Breaking changes from @objectstack/spec	Pin spec version, run compatibility tests on upgrade

11. Success Metrics

Phase 0 (Bootstrap) ✅

Official ObjectStackAdapter replaces local data source
14 plugins registered in main.tsx
defineStack() used for config (Zod validation pending)
All UI strings in English; i18n keys via useObjectTranslation

Phase 1-3 (Foundation) ✅ Complete

100% of navigation items respect visible expressions
ActionRunner.execute(ActionDef) fully implemented (717 lines); toolbar actions dispatch through ActionRunner
Console fetches app config from server at runtime via MetadataProvider → client.meta.getItems()
CRUD dialog migrated to ActionDef[] with crud_success and dialog_cancel handlers dispatched through ActionRunner

Phase 4-6 (Enterprise) ✅ L2 Complete

10 languages supported with runtime switching
Permission-denied UI tested for all object operations
Real-time grid refresh on server-side changes
Presence indicators (PresenceAvatars) rendered in AppHeader and RecordDetailView
Conflict resolution wired to ObjectView reconnection flow (server-wins auto-resolve)
Optimistic updates not implemented (types only — server-side enforcement assumed)

Phase 7-8 (Performance) ⚠️

Code splitting (15+ manual chunks), compression, and preloading configured
Virtual scrolling via @tanstack/react-virtual in VirtualGrid
Critical chunk preloading for fast LCP
Console installable as PWA (manifest.json + MobileProvider)
Background sync queue simulates server sync only (no real backend integration)

Phase 9 (NavigationConfig) ✅

All 8 view plugins support NavigationConfig specification (7 modes)
useNavigationOverlay hook + NavigationOverlay component pattern
Console ObjectView uses NavigationOverlay instead of hardcoded Sheet drawer
Detail drawer auto-layout: multi-column support (≤3→1col, 4-10→2col, 11+→3col) with wide field auto-spanning

Phase 10: Data Interaction Foundation (v1.0 Blockers) — ✅ L1 Complete

L1 (Foundation) — v1.0 GA Scope:

FileUploadField widget renders with single file upload + progress
LookupField widget searches related records via DataSource
Grid export button downloads CSV/JSON with current data
ActionEngine dispatches all CRUD actions from ActionDef[]
Console fetches app config from server via getApp() method

L2 (Production) — Post v1.0:

Multi-file upload with drag-and-drop + validation
Advanced lookup search with multi-select + quick-create
Excel/PDF export with custom column selection
Full ActionEngine coverage (all action types, chaining)
Metadata caching with hot-reload on changes

L3 (Excellence) — Future:

Camera capture + image cropping in FileUpload
Dependent lookups with hierarchical relationships
Scheduled exports via automation
Custom action handlers plugin system
Metadata editing UI with versioning

Phase 11: Grid & Table Excellence — ✅ L3 Complete

L1 (Foundation):

Freeze first N columns via frozenColumns with sticky positioning
Row height toggle (compact/medium/tall) via toolbar button
Native row grouping by single field (useGroupedData hook)
Conditional row coloring (useRowColor hook)
Copy single cell to clipboard (Ctrl+C/Cmd+C)

L2 (Production):

Freeze multiple columns (user-configurable)
Multi-level row grouping with aggregations (useGroupedData with AggregationConfig[])
Complex conditional formatting with expressions (ConditionalFormattingRule.expression)
Copy-paste cell ranges to/from Excel (useCellClipboard with tab-separated format)

L3 (Excellence):

Split-pane mode with frozen columns (SplitPaneGrid with resizable divider)
Drag-and-drop group reordering (useGroupReorder hook)
Gradient coloring for numeric ranges (useGradientColor hook)
Formula bar for editing cell values (FormulaBar component)

Phase 12: Record Detail & Navigation — ✅ L3 Complete

L1 (Foundation):

Prev/Next buttons navigate through records with position indicator
RelatedList component displays related records
RecordComments component with add/view, timestamp, author
ActivityTimeline component with field change history

L2 (Production):

Keyboard shortcuts (← / →) for record navigation
Inline create/link related records (InlineCreateRelated with Create/Link tabs)
Rich text comments with @mentions (RichTextCommentInput with markdown toolbar)
Diff view for revision history (DiffView with unified/side-by-side modes)

L3 (Excellence):

Jump to first/last record with search-while-navigating (RecordNavigationEnhanced)
Multi-level related records with graph view (RelationshipGraph SVG node-link graph)
Threaded discussions with attachments (CommentAttachment with drag-and-drop upload)
Point-in-time restore for records (PointInTimeRestore with revision timeline)

Phase 13: Kanban & Views Enhancement — ✅ L3 Complete

L1 (Foundation):

Quick Add button at column bottom
Cover image support on Kanban cards
Column collapse/expand
Card conditional coloring

L2 (Production):

Inline editing in quick-add (no dialog) (InlineQuickAdd with multi-field form)
Card templates (predefined field values) (CardTemplates dropdown selector)
Persist collapsed state per user (localStorage per swimlaneField)
Card badges (priority, tags) — KanbanCard.badges[] rendered in SortableCard

L3 (Excellence):

Swimlanes (2D grouping by second field) — swimlaneField with collapsible rows
Drag to reorder quick-add cards (useQuickAddReorder hook)
Custom column widths with horizontal scroll (useColumnWidths hook with localStorage)
Cross-swimlane card movement (useCrossSwimlaneMove hook with constraint validation)

Phase 14: Forms & Data Collection — ✅ L2 Partial

L1 (Foundation):

Drag-and-drop upload zone in FileUploadField
Standalone form URL (embeddable, no auth)
Form submissions create records
Basic form analytics dashboard

L2 (Production):

Multi-file upload with file size validation and error messages (FileField.maxSize)
Prefill URL parameters populate fields (EmbeddableForm)
Custom thank-you page redirect (EmbeddableForm)
Field-level analytics (drop-off, errors)

L3 (Excellence):

Camera capture for mobile uploads
Multi-page forms (wizard steps)
Conditional form logic (skip fields)
Real-time submission monitoring

Phase 15: Import/Export & Data Portability — ✅ L2 Partial

L1 (Foundation):

CSV/Excel import wizard with column mapping (ImportWizard.tsx in packages/plugin-grid/src/)
Export button on all view types (Grid, Kanban, Calendar, Gallery) via exportOptions
Shared read-only view link generated (SharedViewLink.tsx in packages/plugin-view/src/)
API export endpoint (GET /api/export/:objectName) — server-side, out of scope for console

L2 (Production):

Import preview (first 10 rows) with per-row error highlighting and validation
Excel/PDF export with view layout preserved
Password-protected shared links (UI with password input & expiration dropdown)
GraphQL export query support

L3 (Excellence):

Import templates (save column mappings)
Scheduled exports (email daily/weekly)
Edit permissions in shared links
Streaming export for large datasets

Phase 16: Undo/Redo & Data Safety — ✅ L2 Complete

L1 (Foundation):

Global undo/redo (Ctrl+Z / Ctrl+Shift+Z) — UndoManager in packages/core/src/actions/UndoManager.ts + useGlobalUndo hook in packages/react/src/hooks/useGlobalUndo.ts
Undo stack with max size (50 operations) — implemented in UndoManager (configurable max history)
Server-side audit log displays field changes — server-side, out of scope for console
Developer operation log tool — globalUndoManager.getHistory() + getRedoHistory() provides operation log

L2 (Production):

Undo/redo UI (toast notification via Sonner)
Batch undo (pushBatch, popUndoBatch, popRedoBatch methods)
Diff view (side-by-side comparison)
Revert to previous version

L3 (Excellence):

Persistent undo stack (survives reload via saveToStorage/loadFromStorage)
Undo branching (multiple paths)
Point-in-time restore for objects
Operation replay on different environment

Phase 17: Collaboration & Communication — ✅ L1 Complete

L1 (Foundation):

Record-level comments posted and displayed (via RecordComments in Phase 12 L1)
@mention autocomplete in comments (CommentThread from @object-ui/collaboration integrated into console RecordDetailView)
Activity feed shows recent activity (ActivityFeed component integrated into AppHeader)
Reply to comment (threaded discussion) (CommentThread with parentId-based threading integrated into console RecordDetailView)

L2 (Production):

Rich text comments (markdown)
Email notifications for @mentions — server-side
Notification preferences (enable/disable per activity type) — ActivityFeed filter toggles
Thread resolution (mark as resolved) — onResolve callback wired in RecordDetailView

L3 (Excellence):

Comment attachments (files, images)
Notification grouping (batch similar)
Thread AI summary (summarize long threads)
Thread permissions (restrict replies)

Phase 18: Automation & Workflows — ✅ L2 Complete

L1 (Foundation):

Automation created via UI (trigger + action) — AutomationBuilder.tsx registered as 'automation-builder' in ComponentRegistry
Scheduled triggers (daily/weekly) — server-side execution, out of scope for console UI
Webhook actions (HTTP POST) — server-side execution, out of scope for console UI
Run history displays past executions — AutomationRunHistory.tsx registered as 'automation-run-history' in ComponentRegistry

L2 (Production):

Visual workflow designer (ProcessDesigner, 948 lines, BPMN 2.0 with auto-layout, undo/redo, minimap)
Conditional triggers (match field value) — conditionField/conditionOperator/conditionValue in TriggerConfig
Multi-step actions (action sequence) — executionMode: 'sequential' | 'parallel' with step numbering
Webhook retry on failure — server-side

L3 (Excellence):

Sub-workflows (call another workflow)
Parallel execution (run actions in parallel) — executionMode: 'parallel' in AutomationDefinition
Workflow versioning (save versions, rollback)
Automation monitoring dashboard

Appendix A: Related Documents

Document	Location	Purpose
Development Plan (v0.1–v0.5)	Merged into Phase 0 above	Bootstrap phases (archived)
NavigationConfig Compliance Report	`/tmp/navigation-config-compliance-report.md`	Spec compliance analysis for all view plugins
Architecture Guide	`content/docs/guide/console-architecture.md`	Technical deep-dive
Getting Started	`content/docs/guide/console.md`	User-facing docs
Root Roadmap	`ROADMAP.md`	Full ObjectUI ecosystem roadmap

Appendix B: Glossary

Term	Definition
SDUI	Server-Driven UI — the server sends JSON metadata that the client renders
ObjectStack	The backend platform that provides the data API and metadata
Console	The reference frontend application built with ObjectUI
Plugin	A registered component type (e.g., `object-grid`, `object-kanban`)
Schema	A JSON object describing what to render (e.g., `{ type: 'object-view', ... }`)
Expression	A template string evaluated at runtime (e.g., `"${data.age > 18}"`)
DataSource	An adapter interface for CRUD operations and metadata fetching
ActionRunner	The engine that executes user actions (create, delete, navigate, etc.)
NavigationConfig	Schema configuration defining how to navigate to detail views (page, drawer, modal, split, popover, new_window, none)
ViewNavigationConfig	TypeScript interface for navigation configuration — part of @objectstack/spec v3.0.0

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ObjectStack Console — Complete Development Roadmap

1. Executive Summary

Vision

Strategic Goals

2. Architecture Overview

Technology Stack

Package Dependencies

3. Current State (v0.9.0 RC — Progress Re-evaluation)

Completed Features ✅

Resolved Gaps

4. Development Phases

Phase 0: Bootstrap & Foundation ✅ Complete

Phase 1: Expression Engine Integration ✅ Complete

Phase 2: Action System Completion ✅ Complete

Phase 3: Server-Driven Metadata API ✅ Complete

Phase 4: Internationalization (i18n) ✅ Complete

Phase 5: RBAC & Permission System ⚠️ Mostly Complete

Phase 6: Real-Time Updates ✅ L2 Complete

Phase 7: Performance Optimization ✅ Complete

Phase 8: Offline & PWA Support ⚠️ Core Complete

Phase 9: NavigationConfig Specification Compliance ✅ Complete

Phase 10: Data Interaction Foundation (v1.0 Blockers) ✅ Complete

10.1: File Upload Foundation

10.2: Related Record Lookup

10.3: Grid Export

10.4: ActionEngine (Declarative Actions)

10.5: Server-Driven Metadata

Phase 11: Grid & Table Excellence ✅ L3 Complete

11.1: Frozen Columns & Row Height

11.2: Row Grouping

11.3: Conditional Row Coloring

11.4: Copy-Paste & Excel Interactions

Phase 12: Record Detail & Navigation ✅ L3 Complete

12.1: Prev/Next Record Navigation

12.2: Related Records Integration

12.3: Comments & Activity Timeline

12.4: Record Revision History

Phase 13: Kanban & Views Enhancement ✅ L3 Complete

13.1: Kanban Quick Add & Cover Image

13.2: Kanban Column Collapse & Conditional Coloring

13.3: Kanban Swimlanes & Card Templates

Phase 14: Forms & Data Collection ✅ L2 Partial

14.1: Complete FileUploadField Widget

14.2: Embeddable Standalone Forms

14.3: Form Analytics & Submissions Dashboard

Phase 15: Import/Export & Data Portability ✅ L1 Complete

15.1: CSV/Excel Import Wizard

15.2: Universal Export (All Views)

15.3: Shared View Links & Permissions

15.4: API Export Endpoints

Phase 16: Undo/Redo & Data Safety ✅ L2 Complete

16.1: Global Undo Manager

16.2: Record Revision History (Server-Side)

16.3: Time-Travel Debugging & Operation Replay

Phase 17: Collaboration & Communication ✅ L2 Complete

17.1: Record-Level Comments

17.2: @Mention Notifications & Activity Feed

17.3: Threaded Discussions & Email Notifications

Phase 18: Automation & Workflows (Post v1.0) ✅ L2 Complete

18.1: Trigger-Action Pipeline UI

18.2: Visual Automation Builder (ProcessDesigner Integration)

18.3: Scheduled Triggers, Webhooks & Run History

Phase 19: Unified Navigation & Area Management ✅ L1 Complete

19.1: Unified NavigationItem Model

19.2: Navigation Area Support

19.3: Visual Navigation Designer (Future)

5. UI Feature Roadmap

5.1 Object Management

5.2 Forms & Records

5.3 Dashboards & Reports

5.4 Navigation & UX

5.5 Kanban & Visual Views

5.6 Collaboration

5.7 Automation