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corrad-bp/docs/form-builder/ROADMAP.md
Afiq 33dc901107 Add Form and Process History Modals with Versioning Support 
- Introduced FormHistoryModal and ProcessHistoryModal components for viewing and restoring previous versions of forms and processes.
- Implemented version tracking in the backend with new API endpoints for fetching and restoring historical data.
- Added database migrations for form and process history tables to support versioning functionality.
- Enhanced form and process update logic to save previous versions before modifications.
- Updated documentation to include details on the new history system and its benefits for data management.
- Improved user experience with intuitive modals for accessing historical data and restoring previous versions.
2025-05-30 19:10:43 +08:00

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Form Builder Development Roadmap

This document outlines the planned improvements and missing essential features for the Corrad ProcessMaker Form Builder. It serves as a development checklist to track progress on enhancing form building capabilities.

Current Status

Last Updated: December 2024

Current Version: v2.0 with JavaScript API and dynamic calculations

Recently Completed Features ✅

  • JavaScript Execution Engine (FormScriptEngine) for real-time calculations
  • Dynamic field updates with onFieldChange and onLoad event handlers
  • Enhanced debugging with comprehensive logging
  • API functions: setField(), getField() for programmatic form control
  • Grid system for responsive layouts
  • Form versioning and management
  • Security improvements with sandboxed JavaScript execution
  • NEW: Dynamic List Component comprehensive enhancements with validation, search, and bulk operations
  • NEW: Configuration panel issue identified and partially resolved

Recent Development Session Highlights (December 2024)

🔍 Critical Discovery: Dual Configuration System Issue

Status: 🟡 Partially Resolved
Issue: Two separate configuration systems discovered:

  1. FormBuilderConfiguration.vue - Enhanced but not actively used
  2. FormBuilderFieldSettingsModal.vue - Actually used by form builder

Work Completed:

  • ✅ Identified root cause of missing configuration panels
  • ✅ Enhanced FormBuilderConfiguration.vue (not in use)
  • ✅ Started migration to FormBuilderFieldSettingsModal.vue
  • 🟡 Added dynamic-list to field configurations (label, name, placeholder, help, width)
  • 🟡 Added dynamic-list to hasSpecificSettings types
  • 🟡 Added icon, type name, and description for dynamic-list
  • ❌ IN PROGRESS: Adding template section for dynamic-list specific settings

Next Steps:

  • Complete dynamic-list template section in FormBuilderFieldSettingsModal.vue
  • Migrate other enhanced components from FormBuilderConfiguration.vue
  • Consider unifying the dual configuration system

Missing Essential Settings Analysis

🔴 Critical Priority (Must Have)

1. Conditional Logic System

Status: ✅ Completed December 2024
Components Affected: All form components
Description: Essential for dynamic forms that show/hide fields based on user input

Implemented Features:

  • ✅ Field visibility rules (show/hide based on other field values)
  • ✅ Field enabling/disabling based on conditions
  • ✅ Multi-field conditional logic (AND/OR operators)
  • ✅ Visual condition builder interface
  • ✅ Field dependency chains
  • ✅ JavaScript code generation and execution
  • ✅ Integration with existing FormScriptEngine
  • ✅ Real-time condition evaluation
  • ✅ Automatic script generation and injection

Files Modified:

  • components/FormBuilderComponents.vue - Added conditional logic properties
  • components/FormBuilderFieldSettingsModal.vue - Added condition builder interface
  • components/ConditionalLogicEngine.vue - New component for script generation
  • pages/form-builder/index.vue - Integrated conditional logic engine

Impact: High - Critical for advanced form workflows

2. Enhanced Validation System

Status: 🟡 Partially Implemented
Current: Basic required, email, URL, min/max validations
Components Affected: All input components

Missing Features:

  • Pattern matching validation (regex support)
  • Custom validation functions
  • Real-time validation feedback
  • Cross-field validation (confirm password, date ranges)
  • Conditional validation rules
  • Custom error message templates
  • Validation groups and schemas

Impact: High - Essential for data quality and user experience

3. Accessibility Features

Status: ❌ Not Implemented
Components Affected: All components
Description: WCAG compliance and screen reader support

Missing Features:

  • ARIA labels and descriptions
  • Keyboard navigation support
  • Screen reader announcements
  • High contrast mode support
  • Focus management and indicators
  • Alternative text for visual elements
  • Accessibility validation tool

Impact: High - Required for compliance and inclusivity

🟡 High Priority (Should Have)

4. Dynamic List Component Enhancements

Status: ✅ Completed December 2024
Current Settings: ['label', 'name', 'help', 'placeholder', 'buttonText', 'minItems', 'maxItems', 'defaultItems', 'width']

✅ COMPLETED: Essential Settings Implementation:

  • Item validation - Individual list item validation with type checking
  • Uniqueness validation - Prevent duplicate items with real-time checking
  • Item type support - Support for text, number, email, url types
  • Search/filter functionality - Real-time search within list items
  • Bulk operations - Select all, delete selected items
  • Import/Export functionality - JSON, CSV, TXT format support
  • Item counter display - Visual count of items
  • Delete confirmation - Confirm before deleting items
  • Visual sorting indicators - Drag handles for reordering
  • Enhanced UI with validation feedback - Real-time error display

Files Modified:

  • ✅ components/FormBuilderComponents.vue - Added 10 new properties
  • ✅ components/FormBuilderConfiguration.vue - Added comprehensive configuration interface
  • ✅ components/ComponentPreview.vue - Full implementation with validation engine
  • 🟡 components/FormBuilderFieldSettingsModal.vue - Partial integration (IN PROGRESS)

Missing Features (moved to future roadmap):

  • Drag & drop reordering functionality (requires vue-draggable integration)
  • Custom item templates (rich formatting)

Configuration Panel Issue: ❌ Settings not showing in form builder due to dual configuration system Solution: 🟡 Migration to FormBuilderFieldSettingsModal.vue in progress

Impact: High - Critical for data collection workflows

5. Enhanced Select Component

Status: 🟡 Partially Implemented
Current Settings: ['label', 'name', 'placeholder', 'help', 'options', 'width']

Missing Essential Settings:

  • Searchable/filterable dropdown
  • Multi-select with chips display
  • Option groups/categories (optgroups)
  • Dynamic options loading from API endpoints
  • Custom option templates (with icons, descriptions)
  • Maximum selections limit for multi-select
  • Async option loading with loading states

Impact: Medium-High - Common requirement for complex forms

6. Rich Text and Enhanced Text Components

Status: ❌ Not Implemented
Components Affected: textarea, text components

Missing Features:

  • WYSIWYG rich text editor integration
  • Character counter display
  • Auto-resize for textarea
  • Auto-complete/suggestions
  • Advanced input masks for specific formats
  • Markdown support and preview

Impact: Medium - Useful for content-heavy forms

7. File Upload Enhancements

Status: ❌ Not Implemented
Current Settings: Basic file upload with size/type restrictions

Missing Features:

  • Upload progress indicators
  • File preview thumbnails (images, documents)
  • Drag and drop file upload
  • Multiple file upload with management
  • File validation (beyond size/type)
  • Drag to reorder uploaded files
  • Cloud storage integration options

Impact: Medium-High - Essential for document workflows

🟢 Medium Priority (Nice to Have)

8. Date/Time Component Improvements

Status: 🟡 Partially Implemented
Current: Basic date picker

Missing Features:

  • Date range picker
  • Time picker with seconds
  • DateTime picker combined
  • Timezone support
  • Calendar view with blocking dates
  • Recurring date options
  • Relative date options (today + X days)

Impact: Medium - Useful for scheduling workflows

9. Layout and Presentation Components

Status: ❌ Not Implemented

Missing Components:

  • Divider/Separator component
  • HTML/Rich Content blocks
  • Progress indicators
  • Accordion/Collapsible sections
  • Tabs for multi-section forms
  • Step indicator for multi-page forms
  • Info boxes and alerts

Impact: Medium - Enhances form presentation

10. Number Input Enhancements

Status: 🟡 Partially Implemented
Current: Basic number input with min/max

Missing Features:

  • Currency formatting with symbols
  • Percentage input with % symbol
  • Number formatting (thousands separators)
  • Increment/decrement buttons
  • Slider input for ranges
  • Calculator integration

Impact: Medium - Useful for financial forms

🔵 Low Priority (Future Enhancements)

11. Advanced Form Features

Status: ❌ Not Implemented

Features:

  • Form templates and presets
  • Form cloning and duplication
  • Form versioning with rollback
  • Form analytics and usage stats
  • A/B testing for forms
  • Form localization/internationalization
  • Custom CSS styling per form

Impact: Low - Advanced workflow features

12. Integration Features

Status: ❌ Not Implemented

Features:

  • Webhook integrations for form submissions
  • API endpoints for external data sources
  • Email template integration
  • PDF generation from form data
  • Signature capture component
  • QR code generation
  • Barcode scanning input

Impact: Low-Medium - Specialized workflow needs

Development Timeline

🎯 Phase 1: January 2025 (Critical Fixes)

Goal: Resolve configuration panel issues and complete in-progress features

Priority Tasks:

  1. ✅ Complete Dynamic List Configuration Integration

    • Fix FormBuilderFieldSettingsModal.vue template section
    • Test dynamic list settings panel functionality
    • Ensure all 10 new properties are configurable

  2. Enhanced Validation System

    • Implement pattern matching validation
    • Add real-time validation feedback
    • Create custom error message templates

  3. Accessibility Foundation

    • Add ARIA labels to all components
    • Implement keyboard navigation
    • Create accessibility validation tool

🎯 Phase 2: February-March 2025 (High Priority Components)

Goal: Complete essential component enhancements

  1. Enhanced Select Component

    • Implement searchable dropdown
    • Add multi-select with chips
    • Create option groups support

  2. File Upload Improvements

    • Add progress indicators
    • Implement file previews
    • Create drag & drop interface

  3. Rich Text Components

    • Integrate WYSIWYG editor
    • Add character counter
    • Implement auto-resize for textarea

🎯 Phase 3: April-June 2025 (Medium Priority Features)

Goal: Enhance user experience and add presentation components

  1. Date/Time Enhancements
  2. Layout Components
  3. Number Input Improvements

🎯 Phase 4: July-December 2025 (Advanced Features)

Goal: Add advanced workflow and integration features

  1. Form Templates & Analytics
  2. Integration Features
  3. Localization Support

Implementation Notes

Architecture Considerations

  • All new features should integrate with existing FormScriptEngine
  • Maintain compatibility with current form data structure
  • Follow existing component patterns and naming conventions
  • Ensure responsive design across all new components

Development Standards

  • Use FormKit for all form controls
  • Follow Vue 3 Composition API patterns
  • Implement TypeScript interfaces for new component properties
  • Add comprehensive JSDoc documentation
  • Include unit tests for complex validation logic

Testing Strategy

  • Unit tests for individual component enhancements
  • Integration tests for form builder functionality
  • E2E tests for critical user workflows
  • Accessibility testing with screen readers
  • Performance testing for large forms

Progress Tracking

Overall Completion: 15% (2 of 12 major features completed)

Completed ✅

  • Conditional Logic System (100%)
  • Dynamic List Component Enhancements (95% - configuration panel integration pending)

In Progress 🟡

  • Enhanced Validation System (20%)
  • Dynamic List Configuration Panel Fix (80%)

Not Started ❌

  • Accessibility Features (0%)
  • Enhanced Select Component (0%)
  • Rich Text Components (0%)
  • File Upload Enhancements (0%)
  • Date/Time Improvements (0%)
  • Layout Components (0%)
  • Number Input Enhancements (0%)
  • Advanced Form Features (0%)
  • Integration Features (0%)

This roadmap is a living document that will be updated as features are completed and new requirements are identified.

Contributing

When implementing features from this roadmap:

  1. Update the status from ❌ to 🟡 (In Progress) when starting
  2. Move to ✅ when completed with implementation details
  3. Update the main README.md if new documentation is added
  4. Ensure all new features have corresponding tests
  5. Update the user guide with new functionality

Document Version: 1.0
Next Review: March 2025