ObsiViewer/docs/GRAPH_SETTINGS.md

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# Graph Settings Feature
Complete implementation of Obsidian-compatible graph settings panel for ObsiViewer with high-performance Canvas rendering.
## Overview
This feature adds a comprehensive settings panel for the graph view, matching Obsidian's interface and functionality. Settings are stored in `.obsidian/graph.json`, persisted to localStorage, and can be shared via URL parameters. The graph is rendered using HTML5 Canvas with d3-force for optimal performance.
## Features
- ⚙️ **Settings Button**: Gear icon in top-right of graph view
- 🎨 **Settings Panel**: Slide-over panel with four collapsible sections
- 💾 **Triple Persistence**: `.obsidian/graph.json` + localStorage + URL query parameters
- 🔗 **URL Sharing**: Settings encoded in URL (`?gs=base64url(...)`) for shareable views
- 🚀 **Canvas Rendering**: High-performance rendering for 2-3k nodes
- 🔄 **Live Sync**: Watch for external file changes and reload
- 🎯 **Real-time Filtering**: All controls update graph within 100ms
- 📱 **Responsive**: Desktop slide-over, mobile full-screen
-**Accessible**: Keyboard navigation, ARIA labels, focus management
- 🏷️ **Interactive Legend**: Click legend items to filter by group
## Architecture
### Files Created
```
src/app/graph/
├── graph-settings.types.ts # Type definitions & utilities
├── graph-settings.service.ts # Config read/write/watch service
├── graph-runtime-adapter.ts # Apply settings to graph engine
└── ui/
├── settings-button.component.ts # Gear icon button
├── settings-panel.component.ts # Main panel with sections
└── sections/
├── filters-section.component.ts
├── groups-section.component.ts
├── display-section.component.ts
└── forces-section.component.ts
server/
└── index.mjs # API endpoints added
```
## Configuration Structure
### graph.json Format
```json
{
"collapse-filter": false,
"search": "",
"showTags": false,
"showAttachments": false,
"hideUnresolved": false,
"showOrphans": true,
"collapse-color-groups": false,
"colorGroups": [
{
"query": "tag:#markdown",
"color": { "a": 1, "rgb": 14701138 }
}
],
"collapse-display": false,
"showArrow": false,
"textFadeMultiplier": 0,
"nodeSizeMultiplier": 1,
"lineSizeMultiplier": 1,
"collapse-forces": false,
"centerStrength": 0.5,
"repelStrength": 10,
"linkStrength": 1,
"linkDistance": 250,
"scale": 1,
"close": false
}
```
## Settings Sections
### 1. Filters
Controls which nodes appear in the graph.
| Control | JSON Key | Type | Description |
|---------|----------|------|-------------|
| Search | `search` | string | Filter nodes by text search |
| Tags | `showTags` | boolean | Show/hide tag nodes |
| Attachments | `showAttachments` | boolean | Show/hide attachment files |
| Existing files only | `hideUnresolved` | boolean | Hide unresolved links (inverted) |
| Orphans | `showOrphans` | boolean | Show/hide orphan nodes |
### 2. Groups
Color nodes based on queries.
- **Color Groups**: Array of `{ query, color }` objects
- **Query Types**:
- `tag:#tagname` - Match notes with tag
- `file:filename` - Match by filename
- `path:folder` - Match by folder path
- **Color Format**: `{ a: number, rgb: number }` (RGB as integer 0-16777215)
- **Actions**: New group, Duplicate, Delete, Reorder (drag & drop)
### 3. Display
Visual appearance settings.
| Control | JSON Key | Range | Step | Description |
|---------|----------|-------|------|-------------|
| Arrows | `showArrow` | boolean | - | Show directional arrows on links |
| Text fade threshold | `textFadeMultiplier` | -3 to 3 | 0.1 | When to fade node labels |
| Node size | `nodeSizeMultiplier` | 0.25 to 3 | 0.05 | Size multiplier for nodes |
| Link thickness | `lineSizeMultiplier` | 0.25 to 3 | 0.05 | Thickness multiplier for links |
### 4. Forces
Physics simulation parameters.
| Control | JSON Key | Range | Step | Description |
|---------|----------|-------|------|-------------|
| Center force | `centerStrength` | 0 to 2 | 0.01 | Pull toward center |
| Repel force | `repelStrength` | 0 to 20 | 0.5 | Push nodes apart |
| Link force | `linkStrength` | 0 to 2 | 0.01 | Pull connected nodes together |
| Link distance | `linkDistance` | 20 to 300 | 1 | Target distance between linked nodes |
## API Endpoints
### GET /api/vault/graph
Load graph configuration.
**Response:**
```json
{
"config": { /* GraphConfig */ },
"rev": "abc123-456"
}
```
### PUT /api/vault/graph
Save graph configuration.
**Headers:**
- `If-Match`: Optional revision for conflict detection
**Body:** Complete `GraphConfig` object
**Response:**
```json
{
"rev": "def456-789"
}
```
**Status Codes:**
- `200` - Success
- `409` - Conflict (file modified externally)
- `500` - Server error
## Color Conversion
### RGB Integer Format
Obsidian stores colors as integers (0-16777215):
```typescript
// HEX to Integer
const hex = "#E06C75";
const rgb = hexToInt(hex); // 14707829
// Integer to RGBA
const { r, g, b, a } = intToRgba(14707829, 1);
// r: 224, g: 108, b: 117, a: 1
// To CSS
const css = colorToCss({ a: 1, rgb: 14707829 });
// "rgba(224, 108, 117, 1)"
```
## Runtime Adapter
The `GraphRuntimeAdapter` translates config to runtime options:
### Filters Application
```typescript
const filtered = GraphRuntimeAdapter.applyFilters(
baseGraphData,
config,
allNotes
);
```
Applies:
- Text search on node labels
- Tag/attachment/orphan filtering
- Unresolved link filtering
### Display Options Conversion
```typescript
const displayOptions = GraphRuntimeAdapter.configToDisplayOptions(config);
```
Converts:
- `textFadeMultiplier` (-3 to 3) → `textFadeThreshold` (0 to 100)
- `nodeSizeMultiplier` → absolute `nodeSize` (base: 5px)
- `lineSizeMultiplier` → absolute `linkThickness` (base: 1px)
- `repelStrength` (0 to 20) → `chargeStrength` (0 to -200)
### Color Groups Application
```typescript
const nodeColors = GraphRuntimeAdapter.applyColorGroups(
nodes,
config,
allNotes
);
```
Returns `Map<nodeId, cssColor>` for node coloring.
## State Management
### Service Layer
**GraphSettingsService**:
- `config: Signal<GraphConfig>` - Current configuration
- `load()` - Load from API
- `save(patch)` - Save with debounce (250ms)
- `watch(callback)` - Subscribe to changes
- `resetToDefaults()` - Reset all settings
- `resetSection(section)` - Reset specific section
- `toggleCollapse(section)` - Toggle section expand/collapse
### Reactive Updates
All settings changes trigger:
1. Immediate UI update (signal update)
2. Debounced file write (250ms)
3. Graph re-render (via computed signals)
### External Change Detection
Polls every 2 seconds to detect external file modifications and reload config.
## Usage Examples
### Open Settings Panel
Click the gear icon (⚙️) in top-right of graph view.
### Keyboard Shortcuts
- `Esc` - Close settings panel
- `Enter`/`Space` - Activate buttons/toggles
- `Tab` - Navigate controls
### Programmatic Access
```typescript
import { GraphSettingsService } from './app/graph/graph-settings.service';
// Inject service
constructor(private settings: GraphSettingsService) {}
// Get current config
const config = this.settings.config();
// Update settings
this.settings.save({
showArrow: true,
nodeSizeMultiplier: 1.5
});
// Watch for changes
this.settings.watch(config => {
console.log('Config updated:', config);
});
// Reset
this.settings.resetToDefaults();
this.settings.resetSection('display');
```
## Testing Checklist
### Manual Tests
- [ ] Click gear icon → panel slides in
- [ ] All sections expand/collapse correctly
- [ ] Each control modifies corresponding JSON key
- [ ] Settings persist after page reload
- [ ] External file edit → UI updates
- [ ] Search filter works on node labels
- [ ] Tags toggle hides/shows tag nodes
- [ ] Existing files only hides unresolved links
- [ ] Orphans toggle hides/shows orphan nodes
- [ ] New color group adds with default color
- [ ] Color picker updates group color
- [ ] Query input filters matching nodes
- [ ] Delete group removes from list
- [ ] Duplicate group creates copy
- [ ] Arrows toggle shows/hides link arrows
- [ ] All sliders update in real-time
- [ ] Animate button restarts simulation
- [ ] Force sliders affect node positions
- [ ] Reset all restores defaults
- [ ] Reset section restores section defaults
- [ ] Close button closes panel
- [ ] Esc key closes panel
- [ ] Mobile: full-screen panel
- [ ] Dark mode: correct theming
### Integration Tests
- [ ] graph.json created on first run
- [ ] Atomic writes prevent corruption
- [ ] Backup file created (.bak)
- [ ] Conflict detection works (409 response)
- [ ] Polling detects external changes
- [ ] Debounce prevents excessive writes
- [ ] Invalid JSON handled gracefully
- [ ] Missing file uses defaults
## Performance
- **Debounce**: 250ms write delay
- **Polling**: 2-second interval
- **Atomic Writes**: Temp file + rename
- **Validation**: Clamps values to bounds
- **Signal-based**: Minimal re-renders
## Browser Compatibility
- Chrome/Edge: ✅ Full support
- Firefox: ✅ Full support
- Safari: ✅ Full support
- Mobile browsers: ✅ Responsive design
## Known Limitations
1. **Drag & Drop**: Groups reordering not yet implemented
2. **Scale/Close**: Preserved but not exposed in UI
3. **Advanced Queries**: Only basic query types supported
4. **Undo/Redo**: Not implemented
## Future Enhancements
- [ ] Drag & drop for color group reordering
- [ ] Advanced query builder UI
- [ ] Preset configurations
- [ ] Export/import settings
- [ ] Undo/redo for settings changes
- [ ] Keyboard shortcuts for common actions
- [ ] Animation presets
- [ ] Graph layout algorithms selector
## Troubleshooting
### Settings Not Saving
- Check browser console for errors
- Verify `.obsidian` directory exists
- Check file permissions
- Ensure server is running
### Panel Not Opening
- Check for JavaScript errors
- Verify all components imported correctly
- Clear browser cache
### External Changes Not Detected
- Polling interval is 2 seconds
- Check file watcher is enabled
- Verify file path is correct
### Performance Issues
- Reduce polling frequency
- Increase debounce delay
- Disable external change detection
## Settings Persistence
### Three-Layer Persistence Strategy
Settings are persisted across three mechanisms for maximum flexibility:
#### 1. File Storage (.obsidian/graph.json)
Primary storage matching Obsidian's format. Changes are debounced (250ms) and saved atomically.
```typescript
// Auto-saved when settings change
graphSettingsService.save({ showArrow: true });
```
#### 2. localStorage
Cached locally for instant loading on page reload. Updated automatically whenever settings change.
```typescript
// Key: 'obsi-graph-settings'
localStorage.setItem('obsi-graph-settings', JSON.stringify(config));
```
#### 3. URL Query Parameters
Settings can be encoded in the URL for sharing specific graph views:
```
https://your-app.com/graph?gs=eyJzaG93QXJyb3ciOnRydWV9
```
**Encoding:**
```typescript
const encoded = btoa(JSON.stringify(config))
.replace(/\+/g, '-')
.replace(/\//g, '_')
.replace(/=/g, '');
```
**Usage:**
```typescript
// Update URL with current settings
graphSettingsStore.updateURL();
// Settings automatically loaded from URL on page load
// Priority: URL > localStorage > .obsidian/graph.json > defaults
```
### Loading Priority
On initialization, settings are loaded in this order:
1. **URL parameter** (`?gs=...`) - Highest priority (shareable state)
2. **localStorage** - Fast local cache
3. **graph.json** - Persistent vault settings
4. **Defaults** - Fallback if nothing else available
### Sharing Graph Views
To share a specific graph configuration:
1. Configure your graph settings as desired
2. Settings are automatically encoded in the URL
3. Share the URL - recipients see the same view
4. URL settings override their local settings temporarily
## Group Query Grammar
The group query system supports three query types for coloring nodes:
### Query Syntax
#### Tag Query: `tag:#tagname` or `tag:tagname`
Matches nodes that have the specified tag.
```typescript
// Match all notes with #markdown tag
"tag:#markdown"
// Hash is optional
"tag:markdown"
// Case-insensitive matching
"tag:TEST" // matches #test, #Test, #TEST
```
**Behavior:**
- Checks node's `tags` array
- Handles tags with or without `#` prefix
- Case-insensitive comparison
#### File Query: `file:searchtext`
Matches nodes where title or path contains the search text.
```typescript
// Match notes with "test" in title or path
"file:test"
// Partial matches work
"file:meeting" // matches "Meeting Notes.md", "meetings/summary.md"
```
**Behavior:**
- Searches in both `title` and `path` fields
- Case-insensitive substring matching
- Useful for grouping by naming conventions
#### Path Query: `path:folder` or `path:folder/subfolder`
Matches nodes in a specific folder path.
```typescript
// Match notes in "projects" folder
"path:projects"
// Match notes in nested folder
"path:projects/2024"
// Trailing slash optional
"path:projects/"
```
**Behavior:**
- Checks if node's `path` starts with the specified folder
- Case-insensitive comparison
- Supports nested paths with `/` separator
- Exact folder boundary matching (doesn't partially match folder names)
### Parsing Implementation
```typescript
import { parseGroupQuery, nodeMatchesQuery } from './graph/group-query.parser';
// Parse a query
const query = parseGroupQuery('tag:#markdown');
// { type: 'tag', value: '#markdown', raw: 'tag:#markdown' }
// Check if node matches
const matches = nodeMatchesQuery(node, query);
// true or false
```
### Query Validation
```typescript
import { isValidQuery } from './graph/group-query.parser';
isValidQuery('tag:#test'); // true
isValidQuery('file:meeting'); // true
isValidQuery('path:folder'); // true
isValidQuery('invalid'); // false
isValidQuery('tag:'); // false
```
### Color Group Application
Groups are applied in order with **first-match-wins** logic:
```json
{
"colorGroups": [
{ "query": "tag:#important", "color": { "a": 1, "rgb": 16711680 } },
{ "query": "tag:#markdown", "color": { "a": 1, "rgb": 65280 } },
{ "query": "file:test", "color": { "a": 1, "rgb": 255 } }
]
}
```
A node with both `#important` and `#markdown` tags will be colored with the **first matching group** (#important - red).
### Examples
```typescript
// Group by project folder
"path:projects"
// Group by status tags
"tag:#todo"
"tag:#in-progress"
"tag:#done"
// Group by file type
"file:.excalidraw"
"file:.canvas"
// Group by area
"path:work"
"path:personal"
// Group by naming convention
"file:meeting"
"file:daily-note"
```
## Credits
Designed to match [Obsidian](https://obsidian.md/) graph view interface and behavior.