feat: Issues helper function (#194)

* helper func

* register

* query: remove code duplicate

* discussions gone, issues in.

* add issue urls

* add optional replies input

.github/workflows/deploy.yml

@@ -26,7 +26,7 @@ jobs:
         run: |
           TAG=${{ github.ref_name }}
           if [[ "${{ github.ref }}" != refs/tags/* ]]; then
-            TAG="v3.0.99.${{ github.run_number }}"
+            TAG="v3.0.99"
           fi
           SEMVER="${TAG#v}"
           FILE_VERSION=$(echo "$TAG" | sed -E 's/^v([0-9]+\.[0-9]+\.[0-9]+).*/\1/')
@@ -81,7 +81,7 @@ jobs:
         run: |
           TAG=${{ github.ref_name }}
           if [[ "${{ github.ref }}" != refs/tags/* ]]; then
-            TAG="v3.0.99.${{ github.run_number }}"
+            TAG="v3.0.99"
           fi
           SEMVER="${TAG#v}"
           FILE_VERSION=$(echo "$TAG" | sed -E 's/^v([0-9]+\.[0-9]+\.[0-9]+).*/\1/')

src/powerbi-data-connector/Speckle.pq

@@ -189,6 +189,12 @@ shared Speckle.Models.MaterialQuantities = Value.ReplaceType(
     type function (inputTable as table, optional addPrefix as logical) as table
 );
 
+[DataSource.Kind = "Speckle"]
+shared Speckle.Project.Issues = Value.ReplaceType(
+    Speckle.LoadFunction("Project.Issues.pqm"),
+    type function (url as Uri.Type, optional getReplies as logical) as table
+);
+
 [DataSource.Kind = "Speckle", Publish="GetByUrl.Publish"]
 shared Speckle.GetByUrl = Value.ReplaceType(
     Speckle.LoadFunction("GetByUrl.pqm"),
@@ -199,6 +205,13 @@ shared Speckle.GetByUrl = Value.ReplaceType(
                 Documentation.FieldDescription = "The URL of a model in a Speckle server project. You can copy it directly from your browser.",
                 Documentation.SampleValues = {"https://app.speckle.systems/projects/7902de1f57/models/7f890a65df"}
             ]
+        ),
+        optional ExpandProperties as (
+            type logical meta [
+                Documentation.FieldCaption = "Expand Properties (may slow query)",
+                Documentation.FieldDescription = "Expand the properties column into individual columns for easier analysis. When checked, each property from the 'properties' record column will have its own column. This can slow down the query if you have a lot of properties.",
+                Documentation.AllowedValues = {true, false}
+            ]
         )
     ) as table meta [
         Documentation.Name = "Speckle - Get Data by URL",
@@ -247,7 +260,7 @@ GetByUrl.Icons = [
 Speckle = [
     // This is used when running the connector on an on-premises data gateway
     TestConnection = (path) => {"Speckle.GetUser", path},
-    // Authentication strategy
+    // Authentication strategy - OAuth only
     Authentication = [
         OAuth = [
             Label = "Speckle Account",
@@ -357,13 +370,6 @@ Speckle = [
                         ]
                 in
                     result
-        ],
-        Key = [
-            KeyLabel = "Personal Access Token",
-            Label = "Private Project"
-        ],
-        Implicit = [
-            Label = "Public Project"
         ]
     ],
     Label = "Speckle"

src/powerbi-data-connector/speckle/GetByUrl.pqm

@@ -1,11 +1,19 @@
-(url as text) as table =>
+(url as text, optional ExpandProperties as logical) as table =>
     let
+        // set default value for ExpandProperties
+        shouldExpandProperties = if ExpandProperties = null then false else ExpandProperties,
+
         // import required functions
         GetStructuredData = Extension.LoadFunction("GetStructuredData.pqm"),
         SendToServer = Extension.LoadFunction("SendToServer.pqm"),
         GetModel = Extension.LoadFunction("GetModel.pqm"),
         Parser = Extension.LoadFunction("Parser.pqm"),
         CheckPermissions = Extension.LoadFunction("CheckPermissions.pqm"),
+        ExchangeToken = Extension.LoadFunction("ExchangeToken.pqm"),
+        EncodeUserInfo = Extension.LoadFunction("EncodeUserInfo.pqm"),
+        GetUser = Extension.LoadFunction("GetUser.pqm"),
+        GetVersion = Extension.LoadFunction("GetVersion.pqm"),
+        GetWorkspace = Extension.LoadFunction("GetWorkspace.pqm"),
 
         // the logic for importing functions from other files
         Extension.LoadFunction = (fileName as text) =>
@@ -26,24 +34,54 @@
 
         // parse the URL to determine if it's a federated model
         parsedUrl = Parser(url),
-        
+
         // check if user has permission to load the model
         permissionCheck = CheckPermissions(url),
-        
+
         // assert that permission check returned a valid result
         permissionAssert = if not Record.HasFields(permissionCheck, {"authorized", "code", "message"}) then
             error "Invalid permission check result"
         else
             null,
-        
+
         // if not authorized, throw an error with the message from the server
         authCheck = if not permissionCheck[authorized] then
             error Text.Format(
-                "Permission denied: #{0} (Error code: #{1})", 
+                "Permission denied: #{0} (Error code: #{1})",
                 {permissionCheck[message], permissionCheck[code]}
             )
         else
             null,
+
+        // get user info, connector version, and workspace info for encoding
+        userInfo = GetUser(url),
+        powerfulToken = userInfo[Token],
+        userEmail = userInfo[UserEmail],
+        connectorVersion = GetVersion(),
+        workspaceInfo = GetWorkspace(url),
+
+        // exchange powerful token for weak token with limited scopes
+        tokenExchangeResult = ExchangeToken(
+            powerfulToken,
+            {"profile:read", "streams:read", "users:read"},
+            parsedUrl[projectId],
+            parsedUrl[baseUrl]
+        ),
+
+        // throw error if token exchange failed - do NOT use powerful token as fallback
+        tokenToUse = if tokenExchangeResult[Success] then
+            tokenExchangeResult[Token]
+        else
+            error [
+                Reason = "TokenExchangeFailed",
+                Message.Format = "Failed to exchange token for limited scope token: #{0}",
+                Message.Parameters = {tokenExchangeResult[ErrorMessage]},
+                Detail = [
+                    ErrorMessage = tokenExchangeResult[ErrorMessage],
+                    ProjectId = parsedUrl[projectId],
+                    ServerUrl = parsedUrl[baseUrl]
+                ]
+            ],
             
         // only proceed if user has permisson to load
         results = if permissionCheck[authorized] then
@@ -53,45 +91,105 @@
                     modelsData = List.Transform(
                         parsedUrl[federatedModels],
                         each ProcessSingleModel(
-                            parsedUrl[baseUrl], 
-                            parsedUrl[projectId], 
-                            [modelId], 
+                            parsedUrl[baseUrl],
+                            parsedUrl[projectId],
+                            [modelId],
                             [versionId]
                         )
                     ),
-                    
+
                     // extract all data tables
                     allTables = List.Transform(modelsData, each [Data]),
-                    
+
                     // extract all root object IDs
                     allRootIds = List.Transform(modelsData, each [RootObjectId]),
-                    
+
+                    // extract all encoded userInfo strings
+                    allEncodedUserInfos = List.Transform(modelsData, each [EncodedUserInfo]),
+
                     // combine all root object IDs into a comma-separated string
                     combinedRootIds = Text.Combine(allRootIds, ","),
-                    
+
+                    // combine all encoded userInfo strings with delimiter |||
+                    // (delimiter chosen to avoid conflicts with base64 characters)
+                    combinedEncodedUserInfos = Text.Combine(allEncodedUserInfos, "|||"),
+
                     // combine all data tables
                     combinedData = Table.Combine(allTables),
-                    
-                    // replace the "Version Object ID" column with the combined root IDs
-                    finalData = Table.TransformColumns(
-                        combinedData, 
-                        {"Version Object ID", each combinedRootIds}
-                    )
+
+                    // replace both columns with combined values
+                    transformedData = Table.TransformColumns(
+                        combinedData,
+                        {
+                            {"Version Object ID", each combinedRootIds},
+                            {"Model Info", each combinedEncodedUserInfos}
+                        }
+                    ),
+
+                    // expand properties column if requested and if it exists
+                    finalData = if shouldExpandProperties and Table.HasColumns(transformedData, {"properties"}) then
+                        try
+                            Speckle.Utils.ExpandRecord(transformedData, "properties")
+                        otherwise
+                            transformedData  // fallback to original data if expansion fails
+                    else
+                        transformedData
                 in
                     finalData
             else
                 // use existing functionality for single models
                 let
-                    // get model name
+                    // get model info
                     modelInfo = GetModel(url),
                     modelName = modelInfo[modelName],
-                    
+                    rootObjectId = modelInfo[rootObjectId],
+                    sourceApplication = modelInfo[sourceApplication],
+                    versionId = modelInfo[versionId],
+
                     // get structured data
                     structuredData = GetStructuredData(url),
-    
-                    // rename column based on send status
-                    newColumnName = "Version Object ID",
-                    result = Table.RenameColumns(structuredData, {{"Version Object ID", newColumnName}})
+
+                    // build userInfoData record for this model
+                    userInfoData = [
+                        rootObjectId = rootObjectId,
+                        server = parsedUrl[baseUrl],
+                        email = userEmail,
+                        projectId = parsedUrl[projectId],
+                        token = tokenToUse,
+                        workspaceId = workspaceInfo[workspaceId],
+                        workspaceName = workspaceInfo[workspaceName],
+                        workspaceLogo = workspaceInfo[workspaceLogo],
+                        version = connectorVersion,
+                        sourceApplication = sourceApplication,
+                        canHideBranding = workspaceInfo[canHideBranding],
+                        versionId = versionId,
+                        url = url
+                    ],
+
+                    // try to send to desktop service for backward compatibility (non-blocking)
+                    // must be called BEFORE encoding to ensure it executes
+                    desktopServiceSent = TrySendToDesktopService(userInfoData),
+
+                    // encode userInfoData as base64 JSON string
+                    encodedUserInfo = EncodeUserInfo(userInfoData),
+
+                    // replace both columns with appropriate values
+                    transformedData = Table.TransformColumns(
+                        structuredData,
+                        {
+                            {"Version Object ID", each rootObjectId},
+                            {"Model Info", each if desktopServiceSent or not desktopServiceSent then encodedUserInfo else encodedUserInfo}
+                        }
+                    ),
+
+                    // expand properties column if requested and if it exists
+                    result = if shouldExpandProperties and Table.HasColumns(transformedData, {"properties"}) then
+                        try
+                            Speckle.Utils.ExpandRecord(transformedData, "properties")
+                        otherwise
+                            transformedData  // fallback to original data if expansion fails
+                    else
+                        transformedData
                 in
                     result
         else
@@ -100,38 +198,94 @@
                 {permissionCheck[message], permissionCheck[code]}
             ),
                 
+        // helper function to try sending user info to desktop service for backward compatibility
+        // returns true if successful, false otherwise (non-blocking)
+        TrySendToDesktopService = (userInfoData as record) =>
+            try
+                let
+                    userInfoJson = Json.FromValue(userInfoData),
+                    response = Web.Contents(
+                        "http://127.0.0.1:29364/store-user-info",
+                        [
+                            Headers = [
+                                #"Content-Type" = "application/json",
+                                #"Method" = "POST"
+                            ],
+                            Content = userInfoJson,
+                            ManualStatusHandling = {400, 401, 403, 404, 500, 502, 503, 504},
+                            Timeout = #duration(0, 0, 0, 2)
+                        ]
+                    ),
+                    statusCode = Value.Metadata(response)[Response.Status]
+                in
+                    statusCode >= 200 and statusCode < 300
+            otherwise
+                false,
+
         // function to process a single model and get its data
-        ProcessSingleModel = (baseUrl, projectId, modelId, versionId) => 
+        ProcessSingleModel = (baseUrl, projectId, modelId, versionId) =>
             let
                 // construct a standard URL for the model
                 singleModelUrl = Text.Combine({
-                    baseUrl, 
-                    "/projects/", 
-                    projectId, 
-                    "/models/", 
+                    baseUrl,
+                    "/projects/",
+                    projectId,
+                    "/models/",
                     modelId,
                     if versionId <> null then Text.Combine({"@", versionId}) else ""
                 }),
-                
+
                 // get model info
                 modelInfo = GetModel(singleModelUrl),
                 rootObjectId = modelInfo[rootObjectId],
                 modelName = modelInfo[modelName],
-                
+                sourceApplication = modelInfo[sourceApplication],
+
                 // get structured data
                 structuredData = GetStructuredData(singleModelUrl),
-                
-                // add the model name as context
+
+                // build userInfoData record for this model
+                userInfoData = [
+                    rootObjectId = rootObjectId,
+                    server = baseUrl,
+                    email = userEmail,
+                    projectId = projectId,
+                    token = tokenToUse,
+                    workspaceId = workspaceInfo[workspaceId],
+                    workspaceName = workspaceInfo[workspaceName],
+                    workspaceLogo = workspaceInfo[workspaceLogo],
+                    version = connectorVersion,
+                    sourceApplication = sourceApplication,
+                    canHideBranding = workspaceInfo[canHideBranding],
+                    versionId = if versionId <> null then versionId else modelInfo[versionId],
+                    url = singleModelUrl
+                ],
+
+                // try to send to desktop service for backward compatibility (non-blocking)
+                // must be called BEFORE encoding to ensure it executes
+                desktopServiceSent = TrySendToDesktopService(userInfoData),
+
+                // encode userInfoData as base64 JSON string
+                encodedUserInfo = EncodeUserInfo(userInfoData),
+
+                // add the model name as context - with version id if exists
+                // reference desktopServiceSent to force evaluation
                 result = Table.AddColumn(
-                    structuredData, 
-                    "Source Model", 
-                    each modelName,
+                    structuredData,
+                    "Source Model",
+                    each if versionId <> null then
+                        Text.Combine({modelName, "-", versionId})
+                    else if desktopServiceSent or not desktopServiceSent then
+                        modelName
+                    else
+                        modelName,
                     type text
                 )
             in
                 [
                     Data = result,
-                    RootObjectId = rootObjectId
+                    RootObjectId = rootObjectId,
+                    EncodedUserInfo = encodedUserInfo
                 ]
     in
         results

src/powerbi-data-connector/speckle/api/Api.Fetch.pqm

@@ -1,7 +1,7 @@
 (server as text, optional query as text, optional variables as record) as record =>
     let
         // Enhanced credential retrieval with OAuth2 support
-        apiKey = try Extension.CurrentCredential()[Key] otherwise try Extension.CurrentCredential()[access_token] otherwise null,
+        apiKey = try Extension.CurrentCredential()[access_token] otherwise null,
         
         defaultQuery = "query {
                 activeUser {

src/powerbi-data-connector/speckle/api/EncodeUserInfo.pqm

@@ -0,0 +1,18 @@
+// Function to encode userInfoData as base64-encoded JSON string
+(userInfoData as record) as text =>
+    let
+        JsonText = Text.FromBinary(
+            Json.FromValue(userInfoData),
+            TextEncoding.Utf8
+        ),
+
+        // Convert JSON text to binary
+        JsonBinary = Text.ToBinary(JsonText, TextEncoding.Utf8),
+
+        // Encode binary as base64
+        Base64Encoded = Binary.ToText(JsonBinary, BinaryEncoding.Base64),
+
+        // Return base64-encoded string
+        Result = Base64Encoded
+    in
+        Result

src/powerbi-data-connector/speckle/api/ExchangeToken.pqm

@@ -0,0 +1,146 @@
+// Function to exchange powerful token for weak limited token
+(powerfulToken as text, scopes as list, projectId as text, serverUrl as text) as record =>
+    let
+        // Import the parser function for URL handling
+        Parser = Extension.LoadFunction("Parser.pqm"),
+
+        // Helper function to load .pqm modules dynamically
+        Extension.LoadFunction = (fileName as text) =>
+            let
+                binary = Extension.Contents(fileName),
+                asText = Text.FromBinary(binary)
+            in
+                try
+                    Expression.Evaluate(asText, #shared)
+                catch (e) =>
+                    error
+                        [
+                            Reason = "Extension.LoadFunction Failure",
+                            Message.Format = "Loading '#{0}' failed - '#{1}': '#{2}'",
+                            Message.Parameters = {fileName, e[Reason], e[Message]},
+                            Detail = [File = fileName, Error = e]
+                        ],
+
+        // Validate inputs
+        ValidationError = if Text.Length(powerfulToken) = 0 then
+            "PowerfulToken is required"
+        else if List.Count(scopes) = 0 then
+            "Scopes are required"
+        else if Text.Length(projectId) = 0 then
+            "ProjectId is required"
+        else if Text.Length(serverUrl) = 0 then
+            "ServerUrl is required"
+        else
+            null,
+
+        // Token lifetime: 10 years (315,360,000,000 milliseconds)
+        TokenLifespanMs = 10 * 365 * 24 * 3600 * 1000,
+
+        // Generate token name with timestamp
+        TokenName = "Limited Power BI Visual Token - " & DateTime.ToText(DateTime.LocalNow(), "yyyy-MM-dd HH:mm"),
+
+        // Build scopes array string for GraphQL (e.g., ["profile:read", "streams:read"])
+        ScopesArray = Text.Combine(
+            List.Transform(scopes, each """" & _ & """"),
+            ", "
+        ),
+
+        // Build GraphQL mutation
+        GraphQLMutation = "
+            mutation {
+                apiTokenCreate(token: {
+                    name: """ & TokenName & """,
+                    scopes: [" & ScopesArray & "],
+                    lifespan: " & Number.ToText(TokenLifespanMs) & ",
+                    limitResources: [{
+                        type: project,
+                        id: """ & projectId & """
+                    }]
+                })
+            }",
+
+        // Execute token exchange if validation passes
+        Result = if ValidationError <> null then
+            [
+                Success = false,
+                Token = null,
+                ErrorMessage = ValidationError
+            ]
+        else
+            try
+                let
+                    // Ensure serverUrl ends with /
+                    NormalizedServerUrl = if Text.End(serverUrl, 1) = "/" then
+                        serverUrl
+                    else
+                        serverUrl & "/",
+
+                    // Make GraphQL request
+                    Response = Web.Contents(
+                        NormalizedServerUrl & "graphql",
+                        [
+                            Headers = [
+                                #"Method" = "POST",
+                                #"Content-Type" = "application/json",
+                                #"Authorization" = "Bearer " & powerfulToken
+                            ],
+                            Content = Json.FromValue([
+                                query = GraphQLMutation
+                            ]),
+                            ManualStatusHandling = {400, 401, 403, 404, 500, 502, 503, 504},
+                            Timeout = #duration(0, 0, 0, 10)
+                        ]
+                    ),
+
+                    StatusCode = Value.Metadata(Response)[Response.Status],
+
+                    // Parse response if successful
+                    ParsedResult = if StatusCode >= 200 and StatusCode < 300 then
+                        let
+                            JsonResponse = Json.Document(Response),
+
+                            // Check for GraphQL errors
+                            HasErrors = Record.HasFields(JsonResponse, {"errors"}),
+
+                            // Extract token from response
+                            WeakToken = if not HasErrors then
+                                JsonResponse[data][apiTokenCreate]
+                            else
+                                null,
+
+                            ErrorMsg = if HasErrors then
+                                try
+                                    JsonResponse[errors]{0}[message]
+                                otherwise
+                                    "GraphQL mutation failed with unknown error"
+                            else
+                                null
+                        in
+                            if WeakToken <> null then
+                                [
+                                    Success = true,
+                                    Token = WeakToken,
+                                    ErrorMessage = null
+                                ]
+                            else
+                                [
+                                    Success = false,
+                                    Token = null,
+                                    ErrorMessage = ErrorMsg
+                                ]
+                    else
+                        [
+                            Success = false,
+                            Token = null,
+                            ErrorMessage = "GraphQL request failed with status " & Number.ToText(StatusCode)
+                        ]
+                in
+                    ParsedResult
+            otherwise
+                [
+                    Success = false,
+                    Token = null,
+                    ErrorMessage = "Token exchange request failed with exception"
+                ]
+    in
+        Result

src/powerbi-data-connector/speckle/api/GetModel.pqm

@@ -29,7 +29,7 @@
         versionId = parsedUrl[versionId],
         
         // get API key if available
-        apiKey = try Extension.CurrentCredential()[Key] otherwise null,
+        apiKey = try Extension.CurrentCredential()[access_token] otherwise null,
         
         // graphql query to get model info including root object id
         // includes specific version if provided

src/powerbi-data-connector/speckle/api/GetStructuredData.pqm

@@ -56,6 +56,7 @@
                         #"Object IDs" = record[id], // Object IDs
                         #"Speckle Type" = record[speckle_type], // Speckle Type
                         #"Version Object ID" = rootId,
+                        #"Model Info" = rootId,
                         data = cleanedRecord // Data
                     ]
             )

src/powerbi-data-connector/speckle/api/GetUser.pqm

@@ -26,7 +26,7 @@ in
             parsedUrl = Parser(url),
             server = parsedUrl[baseUrl],
             
-            apiKey = try Extension.CurrentCredential()[Key] otherwise try Extension.CurrentCredential()[access_token] otherwise "",
+            apiKey = try Extension.CurrentCredential()[access_token] otherwise "",
             
             query = "query {
                     activeUser {

src/powerbi-data-connector/speckle/api/Models.Federate.pqm

@@ -1,30 +1,42 @@
-// function for federating multiple tables by combining them and creating a concatenated Version Object ID
+// function for federating multiple tables by combining them and creating concatenated Version Object ID and Model Info fields
 (tables as list, optional excludeData as logical) as table =>
 let
     ViewerOnly = if excludeData = null then false else excludeData,
-    
+
     // filter columns from each table if excludeData is true
     ProcessedTables = List.Transform(
         tables,
         each
-            if ViewerOnly then 
-                Table.SelectColumns(_, {"Version Object ID", "Object IDs"}, MissingField.Ignore)
-            else 
+            if ViewerOnly then
+                Table.SelectColumns(_, {"Version Object ID", "Model Info", "Object IDs"}, MissingField.Ignore)
+            else
                 _
     ),
-    
+
     CombinedTable = Table.Combine(ProcessedTables),
-    
+
     DistinctVersionObjectIDs = List.Distinct(CombinedTable[Version Object ID]),
     ConcatenatedVersionObjectIDs = Text.Combine(DistinctVersionObjectIDs, ","),
-    
+
+    DistinctModelInfo = List.Distinct(CombinedTable[Model Info]),
+    ConcatenatedModelInfo = Text.Combine(DistinctModelInfo, "|||"),
+
     // Replace all Version Object ID values with the concatenated string
-    FederatedTable = Table.ReplaceValue(
-        CombinedTable, 
-        each [Version Object ID], 
-        ConcatenatedVersionObjectIDs, 
-        Replacer.ReplaceText, 
+    TableWithVersionObjectID = Table.ReplaceValue(
+        CombinedTable,
+        each [Version Object ID],
+        ConcatenatedVersionObjectIDs,
+        Replacer.ReplaceText,
         {"Version Object ID"}
+    ),
+
+    // Replace all Model Info values with the concatenated string
+    FederatedTable = Table.ReplaceValue(
+        TableWithVersionObjectID,
+        each [Model Info],
+        ConcatenatedModelInfo,
+        Replacer.ReplaceText,
+        {"Model Info"}
     )
 in
     FederatedTable

src/powerbi-data-connector/speckle/api/Project.Issues.pqm

@@ -0,0 +1,164 @@
+// Function for getting issues from Speckle projects, models, or versions
+(url as text, optional getReplies as logical) as table =>
+    let
+        // Import required functions
+        Parser = Extension.LoadFunction("Parser.pqm"),
+        ApiFetch = Extension.LoadFunction("Api.Fetch.pqm"),
+        
+        // Set default value for getReplies parameter
+        getRepliesValue = if getReplies = null then false else getReplies,
+    
+        // Extension.LoadFunction logic for importing functions from other files
+        Extension.LoadFunction = (fileName as text) =>
+            let
+                binary = Extension.Contents(fileName),
+                asText = Text.FromBinary(binary)
+            in
+                try
+                    Expression.Evaluate(asText, #shared)
+                catch (e) =>
+                    error
+                        [
+                            Reason = "Extension.LoadFunction Failure",
+                            Message.Format = "Loading '#{0}' failed - '#{1}': '#{2}'",
+                            Message.Parameters = {fileName, e[Reason], e[Message]},
+                            Detail = [File = fileName, Error = e]
+                        ],
+        
+        // Parse the URL to get necessary components with fallback for project-only URLs
+        parsedUrl = try Parser(url) otherwise 
+            // Custom parsing for project-only URLs
+            let
+                urlParts = Uri.Parts(url),
+                baseUrl = Text.Combine({urlParts[Scheme], "://", urlParts[Host]}),
+                pathSegments = List.Select(Text.Split(urlParts[Path], "/"), each _ <> ""),
+                projectId = if List.Count(pathSegments) >= 2 and pathSegments{0} = "projects" 
+                    then pathSegments{1} else null
+            in
+                if projectId = null then
+                    error [
+                        Reason = "Invalid URL",
+                        Message = "The URL must be a valid Speckle project URL in the format 'https://server/projects/PROJECT_ID' or include models/versions"
+                    ]
+                else
+                    [
+                        baseUrl = baseUrl,
+                        projectId = projectId,
+                        modelId = null,
+                        versionId = null
+                    ],
+        
+        server = parsedUrl[baseUrl],
+        projectId = parsedUrl[projectId],
+        modelId = parsedUrl[modelId],
+        versionId = parsedUrl[versionId],
+        
+        // Define the GraphQL query (single query for all scopes)
+        issuesQuery = "query Project($projectId: String!, $input: ProjectIssuesInput" & 
+            (if getRepliesValue then ", $repliesInput2: IssueRepliesInput" else "") & ") {
+            project(id: $projectId) {
+                issues(input: $input) {
+                    items {
+                        identifier
+                        title
+                        rawDescription
+                        status
+                        priority
+                        assignee {
+                            user {
+                                name
+                            }
+                        }
+                        dueDate
+                        labels {
+                            name
+                        }
+                        createdAt
+                        updatedAt
+                        resourceIdString
+                        id" & 
+                        (if getRepliesValue then "
+                        replies(input: $repliesInput2) {
+                            items {
+                                issueId
+                                id
+                                rawDescription
+                                createdAt
+                                author {
+                                    user {
+                                        name
+                                    }
+                                }
+                            }
+                        }" else "") & "
+                    }
+                }
+            }
+        }",
+        
+        // Build input variable dynamically based on URL scope
+        inputVariable = 
+            if versionId <> null then
+                // Version URL: resourceIdString = "MODEL_ID@VERSION_ID"
+                [
+                    limit = 10000,
+                    resourceIdString = modelId & "@" & versionId
+                ]
+            else if modelId <> null then
+                // Model URL: resourceIdString = MODEL_ID
+                [
+                    limit = 10000,
+                    resourceIdString = modelId
+                ]
+            else
+                // Project URL: no resourceIdString
+                [
+                    limit = 10000
+                ],
+        
+        // Build query variables
+        queryVariables = if getRepliesValue then
+            [
+                projectId = projectId,
+                input = inputVariable,
+                repliesInput2 = [limit = 10000]
+            ]
+            else
+            [
+                projectId = projectId,
+                input = inputVariable
+            ],
+        
+        // Make the API request using ApiFetch
+        result = ApiFetch(server, issuesQuery, queryVariables),
+        
+        // Extract issues from the response
+        issues = result[project][issues][items],
+        
+        // Transform to table structure with specified columns
+        issuesTable = Table.FromRecords(
+            List.Transform(issues, (issue) =>
+                let
+                    baseRecord = [
+                        ID = issue[identifier],
+                        Title = issue[title],
+                        Description = try issue[rawDescription] otherwise null,
+                        Status = try issue[status] otherwise null,
+                        Priority = try issue[priority] otherwise null,
+                        Assignee = try issue[assignee][user][name] otherwise null,
+                        #"Due Date" = try DateTime.From(issue[dueDate]) otherwise null,
+                        Labels = try List.Transform(issue[labels], each _[name]) otherwise {},
+                        #"Created at" = try DateTime.From(issue[createdAt]) otherwise null,
+                        #"Updated at" = try DateTime.From(issue[updatedAt]) otherwise null,
+                        URL = server & "/projects/" & projectId & "/models/" & issue[resourceIdString] & "#threadId=" & issue[id]
+                    ],
+                    recordWithReplies = if getRepliesValue then
+                        baseRecord & [Replies = try issue[replies][items] otherwise null]
+                    else
+                        baseRecord
+                in
+                    recordWithReplies
+            )
+        )
+    in
+        issuesTable

src/powerbi-data-connector/speckle/api/SendToServer.pqm

@@ -1,13 +1,11 @@
 (url as text) as list =>
-    try let
-        // Import required functions
+    let
         GetModel = Extension.LoadFunction("GetModel.pqm"),
         Parser = Extension.LoadFunction("Parser.pqm"),
         GetUser = Extension.LoadFunction("GetUser.pqm"),
-        GetVersion = Extension.LoadFunction("GetVersion.pqm"),
-        GetWorkspace = Extension.LoadFunction("GetWorkspace.pqm"),
+        ExchangeToken = Extension.LoadFunction("ExchangeToken.pqm"),
 
-         // the logic for importing functions from other files
+        // helper function to load .pqm modules dynamically
         Extension.LoadFunction = (fileName as text) =>
             let
                 binary = Extension.Contents(fileName),
@@ -27,76 +25,75 @@
         modelInfo = GetModel(url),
         parsedUrl = Parser(url),
         userInfo = GetUser(url),
+        powerfulToken = userInfo[Token],
 
-        apiKey = userInfo[Token],
-        
-        userEmail = userInfo[UserEmail],
-
-        // get version from Speckle.pq - look GetVersion.pqm
-        connectorVersion = GetVersion(),
-
-        workspaceInfo = GetWorkspace(url),
-
-        // exchange powerful token for weak token via ds 
-        tokenExchangeData = Json.FromValue([
-            PowerfulToken = apiKey,
-            Scopes = {"profile:read", "streams:read", "users:read"},
-            ProjectId = parsedUrl[projectId]
-        ]),
-        
-        tokenExchangeResponse = Web.Contents(
-            "http://127.0.0.1:29364/auth/exchange-token",
-            [
-                Headers = [
-                    #"Content-Type" = "application/json",
-                    #"Method" = "POST"
-                ],
-                Content = tokenExchangeData,
-                ManualStatusHandling = {400, 401, 403, 404, 500}
-            ]
+        // exchange powerful token for weak token using GraphQL
+        // this replaces the desktop service token exchange
+        tokenExchangeResult = ExchangeToken(
+            powerfulToken,
+            {"profile:read", "streams:read", "users:read"},
+            parsedUrl[projectId],
+            parsedUrl[baseUrl]
         ),
-        
-        tokenExchangeJson = Json.Document(tokenExchangeResponse),
-        weakToken = tokenExchangeJson[token],
 
-        // prepare request data with weak token
-        requestData = Json.FromValue([
-            Url = url,
-            Server = parsedUrl[baseUrl],
-            Email = userEmail,
-            ProjectId = parsedUrl[projectId],
-            RootObjectId = modelInfo[rootObjectId],
-            SourceApplication = modelInfo[sourceApplication],
-            Token = weakToken,
-            Version = connectorVersion,
-            VersionId = parsedUrl[versionId],
-            WorkspaceId = workspaceInfo[workspaceId],
-            WorkspaceName = workspaceInfo[workspaceName],
-            WorkspaceLogo = workspaceInfo[workspaceLogo],
-            CanHideBranding = workspaceInfo[canHideBranding]
-        ]),
-        
-        // Send request to local server
-        Response = Web.Contents(
-            "http://127.0.0.1:29364/download",
-            [
-                Headers = [
-                    #"Content-Type" = "application/json",
-                    #"Method" = "POST"
-                ],
-                Content = requestData,
-                ManualStatusHandling = {400, 401, 403, 404, 500}
-            ]
-        ),
-        
-        // Parse response
-        JsonResponse = Json.Document(Response)
+        // throw error if token exchange failed - do NOT use powerful token as fallback
+        tokenToUse = if tokenExchangeResult[Success] then
+            tokenExchangeResult[Token]
+        else
+            error [
+                Reason = "TokenExchangeFailed",
+                Message.Format = "Failed to exchange token for limited scope token: #{0}",
+                Message.Parameters = {tokenExchangeResult[ErrorMessage]},
+                Detail = [
+                    ErrorMessage = tokenExchangeResult[ErrorMessage],
+                    ProjectId = parsedUrl[projectId],
+                    ServerUrl = parsedUrl[baseUrl]
+                ]
+            ],
+
+        // downloads data directly from server
+        DirectDownload = (token as text) =>
+            let
+                objectUrl = Text.Combine({
+                    parsedUrl[baseUrl],
+                    "/objects/",
+                    parsedUrl[projectId],
+                    "/",
+                    modelInfo[rootObjectId]
+                }),
+
+                Response = Web.Contents(
+                    objectUrl,
+                    [
+                        Headers = [
+                            #"Authorization" = "Bearer " & token,
+                            #"Accept" = "application/json"
+                        ],
+                        ManualStatusHandling = {400, 401, 403, 404, 500, 502, 503, 504}
+                    ]
+                ),
+
+                StatusCode = Value.Metadata(Response)[Response.Status],
+
+                JsonResponse = if StatusCode >= 200 and StatusCode < 300 then
+                    Json.Document(Response)
+                else
+                    error [
+                        Reason = "DirectDownloadFailed",
+                        Message.Format = "Failed to download model data from Speckle server (Status: #{0})",
+                        Message.Parameters = {Text.From(StatusCode)},
+                        Detail = [
+                            StatusCode = StatusCode,
+                            ObjectUrl = objectUrl,
+                            ProjectId = parsedUrl[projectId],
+                            RootObjectId = modelInfo[rootObjectId]
+                        ]
+                    ]
+            in
+                JsonResponse,
+
+        // download data using the token (weak if exchange succeeded, powerful otherwise)
+        FinalResult = DirectDownload(tokenToUse)
 
     in
-        JsonResponse
-    otherwise
-        error [
-            Reason = "Desktop Service Not Available", 
-            Message = "Cannot connect to Speckle Desktop Service. Please ensure the Desktop Service is running and try again.",
-            Detail = "The Speckle Desktop Service must be running to load data from Speckle. Please start the Desktop Service application and refresh your data connection."
-        ]
+        FinalResult

src/powerbi-visual/capabilities.json

@@ -1,7 +1,7 @@
 {
   "dataRoles": [
     {
-      "displayName": "Version Object ID",
+      "displayName": "Model Info",
       "kind": "Measure",
       "name": "rootObjectId"
     },
@@ -218,7 +218,7 @@
     {
       "essential": true,
       "name": "WebAccess",
-      "parameters": ["https://analytics.speckle.systems", "http://localhost:29364", "*"]
+      "parameters": ["https://analytics.speckle.systems", "*"]
     },
     {
       "essential": false,

src/powerbi-visual/package.json

@@ -17,11 +17,10 @@
     "@babel/runtime-corejs3": "^7.21.5",
     "@headlessui/vue": "^1.7.13",
     "@heroicons/vue": "^2.0.12",
-    "@speckle/objectloader": "^2.25.9",
-    "@speckle/objectloader2": "^2.25.9",
+    "@speckle/objectloader2": "2.26.7",
     "@speckle/tailwind-theme": "2.23.2",
     "@speckle/ui-components": "2.23.2",
-    "@speckle/viewer": "2.23.23",
+    "@speckle/viewer": "2.26.5",
     "color-interpolate": "^1.0.5",
     "core-js": "^3.30.2",
     "lodash": "^4.17.21",

src/powerbi-visual/src/components/ViewerWrapper.vue

@@ -1,5 +1,5 @@
 <template>
-  <div class="border">
+  <div>
     <transition name="slide-fade">
       <nav
         v-show="!visualStore.isNavbarHidden"
@@ -29,7 +29,7 @@
 
           <div class="flex items-center space-x-2">
             <FormButton
-              v-if="visualStore.latestAvailableVersion && !visualStore.isConnectorUpToDate"
+              v-if="visualStore.latestAvailableVersion && !visualStore.isConnectorUpToDate && visualStore.isRunningInDesktop"
               v-tippy="{
                 content: 'New connector version is available.<br>Click to download.',
                 allowHTML: true
@@ -64,7 +64,7 @@
       field is needed for interactivity with other visuals.
     </div>
 
-    <div v-if="visualStore.isNavbarHidden" class="fixed top-0 right-0 z-20">
+    <div v-if="visualStore.isNavbarHidden" class="fixed top-4 right-2 z-20">
       <button
         class="transition opacity-50 hover:opacity-100"
         title="Show navbar"
@@ -165,7 +165,7 @@ onMounted(async () => {
   
   // Set up event listener for object clicks from the FilteredSelectionExtension
   viewerHandler.emitter.on('objectClicked', handleObjectClicked)
-  
+
   visualStore.setViewerEmitter(viewerHandler.emit)
 })
 

src/powerbi-visual/src/components/viewer/view-modes/ViewerViewModesMenu.vue

@@ -34,11 +34,9 @@ import ViewModes from '../../global/icon/ViewModes.vue'
 
 const viewModes = {
   [ViewMode.DEFAULT]: 'Default',
-  [ViewMode.DEFAULT_EDGES]: 'Edges',
   [ViewMode.SHADED]: 'Shaded',
   [ViewMode.PEN]: 'Pen',
-  [ViewMode.ARCTIC]: 'Arctic',
-  [ViewMode.COLORS]: 'Colors'
+  [ViewMode.ARCTIC]: 'Arctic'
 }
 
 const visualStore = useVisualStore()

src/powerbi-visual/src/composables/useUpdateConnector.ts

@@ -41,8 +41,12 @@ export function useUpdateConnector() {
       return new Date(b.Date).getTime() - new Date(a.Date).getTime()
     })
     versions.value = sortedVersions
-    const sanitizedVersion = sanitizeVersion(sortedVersions[0].Number)
-    latestAvailableVersion.value = { ...sortedVersions[0], Number: sanitizedVersion }
+
+    // Filter out prerelease versions
+    const stableVersions = sortedVersions.filter((v) => !v.Prerelease)
+    const latestVersion = stableVersions[0]
+    const sanitizedVersion = sanitizeVersion(latestVersion.Number)
+    latestAvailableVersion.value = { ...latestVersion, Number: sanitizedVersion }
     visualStore.setLatestAvailableVersion(latestAvailableVersion.value)
   }
 

src/powerbi-visual/src/laoder/SpeckleObjectsOfflineLoader.ts

@@ -1,31 +1,116 @@
-import ObjectLoader from '@speckle/objectloader'
+import { ObjectLoader2Factory } from '@speckle/objectloader2'
 import { SpeckleLoader, WorldTree } from '@speckle/viewer'
 
+// Base type from objectloader2 (has id, speckle_type properties)
+interface Base {
+  id: string
+  speckle_type: string
+  [key: string]: any
+}
+
 export class SpeckleObjectsOfflineLoader extends SpeckleLoader {
-  constructor(targetTree: WorldTree, resourceData: string, resourceId?: string) {
-    super(targetTree, resourceId || '', undefined, undefined, resourceData)
+  constructor(targetTree: WorldTree, resourceData: unknown, resourceId?: string) {
+    // Resource ID is not used for offline loading since we have objects in memory
+    // Pass empty string to avoid URL parsing issues
+    super(targetTree, '', undefined, undefined, resourceData)
   }
 
   protected initObjectLoader(
-    _resource: string,
-    _authToken?: string,
-    _enableCaching?: boolean,
-    resourceData?: string | ArrayBuffer
-  ): ObjectLoader {
-    // eslint-disable-next-line @typescript-eslint/ban-ts-comment
-    //@ts-ignore
-    // eslint-disable-next-line @typescript-eslint/no-unsafe-return
-    return ObjectLoader.createFromObjects(resourceData as unknown as [])
+    resource: string,
+    authToken?: string,
+    enableCaching?: boolean,
+    resourceData?: unknown
+  ): ReturnType<SpeckleLoader['initObjectLoader']> {
+    // Use ObjectLoader2Factory.createFromObjects for offline/memory-based loading
+    // The objects array must contain ALL objects (root + all children)
+    // The first object in the array must be the root object
+    const objects = (resourceData ?? this._resourceData) as Base[]
+
+    if (!objects || objects.length === 0) {
+      throw new Error('SpeckleObjectsOfflineLoader: No objects provided')
+    }
+
+    // Ensure all objects have an 'id' property
+    const missingIds = objects.filter((obj) => !obj.id)
+    if (missingIds.length > 0) {
+      console.error('Objects missing id property:', missingIds.slice(0, 5))
+      throw new Error(
+        `SpeckleObjectsOfflineLoader: ${missingIds.length} objects are missing 'id' property`
+      )
+    }
+
+    console.log(`Creating offline loader with ${objects.length} objects, root: ${objects[0].id}`)
+
+    // Create a Set of all object IDs for quick lookup
+    const objectIds = new Set(objects.map((obj) => obj.id))
+
+    // Check for references to objects that aren't in the array
+    const missingReferences = new Set<string>()
+    objects.forEach((obj) => {
+      // Check all properties for references (objects that look like { referencedId: "xxx" })
+      Object.values(obj).forEach((value) => {
+        if (value && typeof value === 'object') {
+          if ('referencedId' in value && typeof value.referencedId === 'string') {
+            if (!objectIds.has(value.referencedId)) {
+              missingReferences.add(value.referencedId)
+            }
+          }
+        }
+        // Check arrays for references
+        if (Array.isArray(value)) {
+          value.forEach((item) => {
+            if (item && typeof item === 'object' && 'referencedId' in item) {
+              if (!objectIds.has(item.referencedId)) {
+                missingReferences.add(item.referencedId)
+              }
+            }
+          })
+        }
+      })
+    })
+
+    if (missingReferences.size > 0) {
+      console.warn(
+        `⚠️ Found ${missingReferences.size} missing object references:`,
+        Array.from(missingReferences).slice(0, 10)
+      )
+    } else {
+      console.log('✅ All object references are present')
+    }
+
+    // @ts-ignore - Type compatibility issue between local objectloader2 and viewer's objectloader2
+    return ObjectLoader2Factory.createFromObjects(objects)
   }
 
   public async load(): Promise<boolean> {
     const rootObject = await this.loader.getRootObject()
-    if (!rootObject && this._resource) {
-      console.error('No root id set!')
+    if (!rootObject) {
+      console.error('No root object found!')
       return false
     }
-    /** If not id is provided, we make one up based on the root object id */
-    this._resource = this._resource || `/json/${rootObject.id as string}`
+
+    /** Set resource to a fake URL for logging purposes only */
+    this._resource = this._resource || `/json/${rootObject.baseId as string}`
+
+    console.log('Loading objects from memory (offline mode)')
+
+    // Call parent load() which will use our ObjectLoader2 to iterate through objects
+    // Since we're using MemoryDownloader, it won't actually download anything
     return super.load()
   }
+
+  /**
+   * Clean up the ObjectLoader2 resources
+   */
+  public async dispose(): Promise<void> {
+    try {
+      if (this.loader && 'disposeAsync' in this.loader) {
+        // @ts-ignore - disposeAsync exists on ObjectLoader2
+        await this.loader.disposeAsync()
+        console.log('SpeckleObjectsOfflineLoader: ObjectLoader2 disposed')
+      }
+    } catch (error) {
+      console.warn('Error disposing ObjectLoader2 in offline loader:', error)
+    }
+  }
 }

src/powerbi-visual/src/loader/SpeckleApiLoader.ts

@@ -1,5 +1,5 @@
 import { useVisualStore } from '@src/store/visualStore'
-import ObjectLoader from '@speckle/objectloader' // Default import for v1
+import { ObjectLoader2Factory } from '@speckle/objectloader2'
 
 interface SpeckleObject {
   id: string
@@ -18,39 +18,40 @@ export class SpeckleApiLoader {
     this.projectId = projectId
     this.token = token
     this.headers = {
-      'Authorization': `Bearer ${token}`,
+      Authorization: `Bearer ${token}`,
       'Content-Type': 'application/json'
     }
   }
 
-  async downloadObjectsWithChildren(objectId: string, onProgress?: (loaded: number, total: number) => void): Promise<SpeckleObject[]> {
+  async downloadObjectsWithChildren(
+    objectId: string,
+    onProgress?: (loaded: number, total: number) => void
+  ): Promise<SpeckleObject[]> {
     const visualStore = useVisualStore()
 
     visualStore.setLoadingProgress('Initializing object loader', 0)
-    console.log('Creating ObjectLoader v1 for Power BI environment')
+    console.log('Creating ObjectLoader v2 for Power BI environment')
 
-    // Create ObjectLoader v1 instance - use 'token' not 'authToken'
-    const loader = new ObjectLoader({
+    const loader = ObjectLoader2Factory.createFromUrl({
       serverUrl: this.serverUrl,
       streamId: this.projectId,
-      objectId: objectId,
+      objectId,
       token: this.token,
-      options: {
-        enableCaching: false, // Disable caching for Power BI environment
-      }
+      attributeMask: { exclude: ['properties', 'encodedValue'] },
+      options: { useCache: false }
     })
 
     try {
       // Get total count for progress tracking
       const totalCount = await loader.getTotalObjectCount()
-      console.log(`Loading ${totalCount} objects using ObjectLoader v1`)
+      console.log(`Loading ${totalCount} objects using ObjectLoader v2`)
 
       const objects: SpeckleObject[] = []
       let loadedCount = 0
 
       // Stream all objects using the async iterator
       for await (const obj of loader.getObjectIterator()) {
-        objects.push(obj as SpeckleObject) // Type assertion since ObjectLoader v1 has different type
+        objects.push(obj as SpeckleObject) // Type assertion for SpeckleObject interface
         loadedCount++
 
         // Update progress
@@ -67,18 +68,107 @@ export class SpeckleApiLoader {
         }
       }
 
-      console.log(`Downloaded ${objects.length} objects using ObjectLoader v1`)
+      console.log(`Downloaded ${objects.length} objects using ObjectLoader v2`)
+
+      visualStore.setLoadingProgress('🔄 Finalizing object download...', 0.9)
+
+      // Recursively fetch all missing references until none remain
+      let iterationCount = 0
+      let totalFetched = 0
+
+      while (iterationCount < 10) {
+        // Safety limit: loop exits early when missingIds.size === 0 (line 108)
+        // This limit only prevents infinite loops if something goes wrong
+        iterationCount++
+
+        const objectIds = new Set(objects.map((obj) => obj.id))
+        const missingIds = new Set<string>()
+
+        // Check all objects for missing references
+        objects.forEach((obj) => {
+          Object.values(obj).forEach((value) => {
+            if (value && typeof value === 'object') {
+              if ('referencedId' in value && typeof value.referencedId === 'string') {
+                if (!objectIds.has(value.referencedId)) {
+                  missingIds.add(value.referencedId)
+                }
+              }
+            }
+            if (Array.isArray(value)) {
+              value.forEach((item) => {
+                if (item && typeof item === 'object' && 'referencedId' in item) {
+                  if (!objectIds.has(item.referencedId)) {
+                    missingIds.add(item.referencedId)
+                  }
+                }
+              })
+            }
+          })
+        })
+
+        if (missingIds.size === 0) {
+          console.log(
+            `✅ No more missing references. Complete after ${iterationCount} iteration(s)`
+          )
+          break
+        }
+
+        console.log(
+          `Iteration ${iterationCount}: Fetching ${missingIds.size} missing referenced objects...`
+        )
+
+        visualStore.setLoadingProgress(`🔄 Loading additional objects)`, 0.9)
+
+        // Fetch missing objects with progress tracking
+        const missingIdsArray = Array.from(missingIds)
+        let fetchedInIteration = 0
+
+        for (const missingId of missingIdsArray) {
+          try {
+            const missingObj = await loader.getObject({ id: missingId })
+            objects.push(missingObj as SpeckleObject)
+            totalFetched++
+            fetchedInIteration++
+
+            // Update progress within this iteration
+            const iterationProgress = fetchedInIteration / missingIdsArray.length
+            visualStore.setLoadingProgress(
+              `🔄 Loading objects (${objects.length} loaded)`,
+              0.9 + iterationProgress * 0.05 // Progress from 0.9 to 0.95
+            )
+          } catch (err) {
+            console.warn(`⚠️ Could not fetch missing object ${missingId}:`, err)
+          }
+        }
+
+        console.log(
+          `✅ Iteration ${iterationCount} complete. Fetched ${missingIdsArray.length} objects. Total: ${objects.length}`
+        )
+      }
+
+      if (iterationCount >= 10) {
+        console.warn(
+          '⚠️ Reached maximum iterations for fetching references. Some objects may still be missing.'
+        )
+      }
+
+      console.log(
+        `✅ Downloaded total of ${objects.length} objects (${totalFetched} additional references fetched)`
+      )
+
       visualStore.setLoadingProgress('Download complete', 1)
 
       return objects
-
     } catch (error) {
       console.error('Error loading objects:', error)
       throw error
     } finally {
-      // ObjectLoader v1 cleanup
-      if (loader.dispose) {
-        loader.dispose()
+      // Clean up the loader resources
+      try {
+        await loader.disposeAsync()
+        console.log('ObjectLoader2 disposed successfully')
+      } catch (disposeError) {
+        console.warn('Error disposing ObjectLoader2:', disposeError)
       }
     }
   }
@@ -91,13 +181,12 @@ export class SpeckleApiLoader {
 
   async downloadMultipleModels(objectIds: string[]): Promise<SpeckleObject[][]> {
     const allObjects: SpeckleObject[][] = []
-    
+
     for (const objectId of objectIds) {
       const objects = await this.downloadObjectsWithChildren(objectId)
       allObjects.push(objects)
     }
-    
+
     return allObjects
   }
-
-}
+}

src/powerbi-visual/src/plugins/viewer.ts

@@ -231,6 +231,11 @@ export class ViewerHandler {
       // Since you are setting another camera position, maybe you want the second argument to false
       await this.viewer.loadObject(loader, true)
       this.viewer.getRenderer().shadowcatcher.shadowcatcherMesh.visible = false // works fine only right after loadObjects
+
+      // Clean up loader resources after loading is complete
+      if (loader.dispose) {
+        await loader.dispose()
+      }
     }
 
     store.setSpeckleViews(speckleViews)

src/powerbi-visual/src/settings/visualSettingsModel.ts

@@ -1,5 +1,5 @@
 import { formattingSettings as fs } from 'powerbi-visuals-utils-formattingmodel'
-import { ColorSelectorSettings, ColorSettings } from 'src/settings/colorSettings'
+import { ColorSettings } from 'src/settings/colorSettings'
 import { CameraSettings } from 'src/settings/cameraSettings'
 import { LightingSettings } from 'src/settings/lightingSettings'
 import { DataLoadingSettings } from 'src/settings/dataLoadingSettings'
@@ -8,8 +8,6 @@ export class SpeckleVisualSettingsModel extends fs.Model {
   // Building my visual formatting settings card
   public color: ColorSettings = new ColorSettings()
 
-  public colorSelector: ColorSelectorSettings = new ColorSelectorSettings()
-
   public dataLoading: DataLoadingSettings = new DataLoadingSettings()
 
   // public camera: CameraSettings = new CameraSettings()

src/powerbi-visual/src/store/visualStore.ts

@@ -26,7 +26,7 @@ export const useVisualStore = defineStore('visualStore', () => {
   const host = shallowRef<powerbi.extensibility.visual.IVisualHost>()
   const formattingSettings = ref<SpeckleVisualSettingsModel>()
   const loadingProgress = ref<LoadingProgress>(undefined)
-  const objectsFromStore = ref<object[]>(undefined)
+  const objectsFromStore = ref<object[][]>(undefined)
 
   // State tracking for toggle reset prevention
   const previousToggleState = ref<boolean | undefined>(undefined)
@@ -88,8 +88,14 @@ export const useVisualStore = defineStore('visualStore', () => {
 
   const setReceiveInfo = (newReceiveInfo: ReceiveInfo) => {
     receiveInfo.value = newReceiveInfo
-    // Only save receiveInfo to file in offline mode for persistence (contains token and metadata)
-    if (formattingSettings.value?.dataLoading.internalizeData.value) {
+    
+    // Always save receiveInfo to file for credentials persistence (contains token and metadata)
+    // This ensures weak tokens are available even when desktop service is unavailable
+    if (formattingSettings.value?.dataLoading.internalizeData.value && objectsFromStore.value) {
+      // If internalize is ON and we have objects, save both objects and receiveInfo together
+      writeObjectsToFile(objectsFromStore.value)
+    } else {
+      // Otherwise just save receiveInfo alone (credentials only)
       writeReceiveInfoToFile()
     }
   }
@@ -105,6 +111,15 @@ export const useVisualStore = defineStore('visualStore', () => {
     return false
   })
 
+  // detecting the env to control the visibility of update button
+  // might use for different reasons in the future
+  const isRunningInDesktop = computed(() => {
+    // power bi hostEnv enum values:
+    // web = 1, desktop = 4
+    const hostEnv = host.value?.['hostEnv'] as number
+    return hostEnv === 4
+  })
+
   /**
    * Ideally one time set when onMounted of `ViewerWrapper.vue` component
    * @param emit picky emit function to trigger events under `IViewerEvents` interface
@@ -122,7 +137,7 @@ export const useVisualStore = defineStore('visualStore', () => {
     }
   }
 
-  const setObjectsFromStore = (newObjectsFromStore: object[]) => {
+  const setObjectsFromStore = (newObjectsFromStore: object[][]) => {
     objectsFromStore.value = newObjectsFromStore
   }
 
@@ -133,6 +148,23 @@ export const useVisualStore = defineStore('visualStore', () => {
     }
   }
 
+  const filterColorByIdsForSelection = (colorByIds: ColorBy[] | null | undefined, selectedIds: string[]): ColorBy[] => {
+    return colorByIds?.filter(colorGroup => {
+      const filteredObjectIds = colorGroup.objectIds.filter(objId =>
+        selectedIds.includes(objId)
+      )
+      if (filteredObjectIds.length > 0) {
+        return { ...colorGroup, objectIds: filteredObjectIds }
+      }
+      return false
+    }).map(colorGroup => ({
+      ...colorGroup,
+      objectIds: colorGroup.objectIds.filter(objId =>
+        selectedIds.includes(objId)
+      )
+    })) || []
+  }
+
   const clearLoadingProgress = () => {
     loadingProgress.value = undefined
   }
@@ -189,6 +221,10 @@ export const useVisualStore = defineStore('visualStore', () => {
     if (dataInput.value.selectedIds.length > 0) {
       isFilterActive.value = true
       viewerEmit.value('filterSelection', dataInput.value.selectedIds, isGhostActive.value, isZoomOnFilterActive.value)
+
+      // When filtering, only apply colors to the selected/isolated objects
+      const filteredColorByIds = filterColorByIdsForSelection(dataInput.value.colorByIds, dataInput.value.selectedIds)
+      viewerEmit.value('colorObjectsByGroup', filteredColorByIds)
     } else {
       isFilterActive.value = false
       latestColorBy.value = dataInput.value.colorByIds
@@ -199,8 +235,9 @@ export const useVisualStore = defineStore('visualStore', () => {
         // No object IDs provided - show all objects without any filtering
         viewerEmit.value('unIsolateObjects')
       }
+      // When not filtering, apply all colors including conditional formatting
+      viewerEmit.value('colorObjectsByGroup', dataInput.value.colorByIds)
     }
-    viewerEmit.value('colorObjectsByGroup', dataInput.value.colorByIds)
   }
 
   const writeObjectsToFile = (modelObjects: object[][]) => {
@@ -214,7 +251,7 @@ export const useVisualStore = defineStore('visualStore', () => {
           objectName: 'storedData',
           properties: {
             speckleObjects: compressedChunks,
-            receiveInfo: JSON.stringify(receiveInfo.value)
+            receiveInfo: JSON.stringify(receiveInfo.value) // Keep receiveInfo in sync when storing objects
           },
           selector: null
         }
@@ -446,6 +483,7 @@ export const useVisualStore = defineStore('visualStore', () => {
       // No object IDs provided - show all objects without any filtering
       viewerEmit.value('unIsolateObjects')
     }
+    // When resetting filters, apply all colors including conditional formatting
     if (latestColorBy.value !== null) {
       viewerEmit.value('colorObjectsByGroup', latestColorBy.value)
     }
@@ -471,6 +509,10 @@ export const useVisualStore = defineStore('visualStore', () => {
       if (dataInput.value.selectedIds.length > 0) {
         isFilterActive.value = true
         viewerEmit.value('filterSelection', dataInput.value.selectedIds, isGhostActive.value, isZoomOnFilterActive.value)
+
+        // When filtering, only apply colors to the selected/isolated objects
+        const filteredColorByIds = filterColorByIdsForSelection(dataInput.value.colorByIds, dataInput.value.selectedIds)
+        viewerEmit.value('colorObjectsByGroup', filteredColorByIds)
       } else {
         isFilterActive.value = false
         latestColorBy.value = dataInput.value.colorByIds
@@ -481,10 +523,10 @@ export const useVisualStore = defineStore('visualStore', () => {
           // No object IDs provided - show all objects without any filtering
           viewerEmit.value('unIsolateObjects')
         }
+
+        // Restore color grouping for all objects when not filtering
+        viewerEmit.value('colorObjectsByGroup', dataInput.value.colorByIds)
       }
-      
-      // Restore color grouping
-      viewerEmit.value('colorObjectsByGroup', dataInput.value.colorByIds)
     }
     
     // Trigger host data refresh to synchronize with Power BI
@@ -526,6 +568,7 @@ export const useVisualStore = defineStore('visualStore', () => {
     isZoomOnFilterActive,
     latestAvailableVersion,
     isConnectorUpToDate,
+    isRunningInDesktop,
     commonError,
     previousToggleState,
     setCommonError,

src/powerbi-visual/src/utils/decodeUserInfo.ts

@@ -0,0 +1,97 @@
+/**
+ * Interface for decoded user info data passed from the data connector
+ * This data is base64-encoded in the "Version Object ID" field and decoded by the visual
+ */
+export interface DecodedUserInfo {
+  rootObjectId: string
+  server: string
+  email: string
+  projectId: string
+  token: string // weak token with limited scopes
+  workspaceId?: string | null
+  workspaceName?: string | null
+  workspaceLogo?: string | null
+  version?: string
+  sourceApplication?: string
+  canHideBranding?: boolean
+  versionId?: string
+  url?: string
+}
+
+
+// Decodes a base64-encoded JSON string to extract userInfoData
+export function decodeUserInfo(encodedString: string): DecodedUserInfo {
+  try {
+    // Base64 decode using browser's atob()
+    const decodedString = atob(encodedString)
+
+    // Parse JSON
+    const userInfo = JSON.parse(decodedString) as DecodedUserInfo
+
+    // Validate required fields
+    const requiredFields: (keyof DecodedUserInfo)[] = [
+      'rootObjectId',
+      'server',
+      'email',
+      'projectId',
+      'token'
+    ]
+
+    const missingFields = requiredFields.filter((field) => !userInfo[field])
+
+    if (missingFields.length > 0) {
+      throw new Error(
+        `Missing required fields in decoded user info: ${missingFields.join(', ')}`
+      )
+    }
+
+    return userInfo
+  } catch (error) {
+    if (error instanceof Error) {
+      throw new Error(`Failed to decode user info: ${error.message}`)
+    }
+    throw new Error('Failed to decode user info: Unknown error')
+  }
+}
+
+// Decodes multiple base64-encoded userInfo strings (for federated models)
+
+export function decodeMultipleUserInfo(encodedStrings: string): DecodedUserInfo[] {
+  try {
+    // Split by delimiter
+    const segments = encodedStrings.split('|||')
+
+    // Decode each segment
+    return segments.map((segment, index) => {
+      try {
+        return decodeUserInfo(segment.trim())
+      } catch (error) {
+        throw new Error(
+          `Failed to decode segment ${index + 1} of federated model data: ${
+            error instanceof Error ? error.message : 'Unknown error'
+          }`
+        )
+      }
+    })
+  } catch (error) {
+    if (error instanceof Error) {
+      throw new Error(`Failed to decode multiple user info: ${error.message}`)
+    }
+    throw new Error('Failed to decode multiple user info: Unknown error')
+  }
+}
+
+// Checks if an encoded string contains multiple models (federated)
+export function isFederatedEncoding(encodedString: string): boolean {
+  return encodedString.includes('|||')
+}
+
+// Safely decodes userInfo, handling both single and federated models
+// Returns an array of DecodedUserInfo (single item for non-federated)
+export function decodeUserInfoSafe(encodedString: string): DecodedUserInfo[] {
+  if (isFederatedEncoding(encodedString)) {
+    return decodeMultipleUserInfo(encodedString)
+  } else {
+    return [decodeUserInfo(encodedString)]
+  }
+}

src/powerbi-visual/src/utils/matrixViewUtils.ts

@@ -13,6 +13,7 @@ import { getSlugFromHostAppNameAndVersion } from './hostAppSlug'
 import { useUpdateConnector } from '@src/composables/useUpdateConnector'
 import { SpeckleApiLoader } from '@src/loader/SpeckleApiLoader'
 import { unzipModelObjects } from './compression'
+import { decodeUserInfoSafe, DecodedUserInfo } from './decodeUserInfo'
 
 export class AsyncPause {
   private lastPauseTime = 0
@@ -131,7 +132,8 @@ function processObjectNode(
     console.log('⚠️ HAS objects', color)
     if (color) {
       res.color = color
-      res.shouldColor = true
+      // Don't override shouldColor for conditional formatting - keep the selection state
+      // res.shouldColor = true  // REMOVED: This was overriding cross-filter selection state
     }
   }
   return res
@@ -164,19 +166,71 @@ export type ReceiveInfo = {
   projectId?: string
 }
 
-async function getReceiveInfo(id) {
+/**
+ * Extracts userInfoData from encoded string
+ * Returns array of DecodedUserInfo for federated models, single item for single models
+ */
+function decodeUserInfoFromId(encodedId: string): DecodedUserInfo[] {
   try {
-    const ids = (id as string).split(',')
-    const response = await fetch(`http://localhost:29364/user-info/${ids[0]}`)
-    if (!response.body) {
-      console.error('No response body')
+    return decodeUserInfoSafe(encodedId)
+  } catch (error) {
+    console.error('Failed to decode user info from encoded ID:', error)
+    throw new Error(`Invalid encoded user info data: ${error.message}`)
+  }
+}
+
+// Mark version as received
+async function markVersionAsReceived(
+  versionId: string,
+  projectId: string,
+  serverUrl: string,
+  token: string
+): Promise<void> {
+  try {
+    const mutation = `
+      mutation MarkVersionReceived($input: MarkReceivedVersionInput!) {
+        versionMutations {
+          markReceived(input: $input)
+        }
+      }
+    `
+
+    const variables = {
+      input: {
+        versionId: versionId,
+        projectId: projectId,
+        sourceApplication: 'powerbi'
+      }
+    }
+
+    const response = await fetch(`${serverUrl}/graphql`, {
+      method: 'POST',
+      headers: {
+        'Content-Type': 'application/json',
+        Authorization: `Bearer ${token}`
+      },
+      body: JSON.stringify({
+        query: mutation,
+        variables: variables
+      })
+    })
+
+    if (!response.ok) {
+      console.warn(
+        `Failed to mark version as received (status ${response.status}). This is non-critical.`
+      )
       return
     }
 
-    return await response.json()
+    const result = await response.json()
+    if (result.errors) {
+      console.warn('Failed to mark version as received:', result.errors)
+    } else {
+      console.log(`✅ Marked version ${versionId} as received in PowerBI`)
+    }
   } catch (error) {
-    console.log(error)
-    console.log("User info couldn't retrieved from local server.")
+    // Non-critical error - log but don't throw
+    console.warn('Failed to mark version as received:', error)
   }
 }
 
@@ -184,18 +238,25 @@ async function fetchFromSpeckleApi(
   objectIds: string,
   serverUrl: string,
   projectId: string,
-  token: string
+  token: string,
+  versionIds?: string[]
 ): Promise<object[][]> {
   const ids = objectIds.split(',')
   const modelObjects = []
 
-  for (const objectId of ids) {
+  for (let i = 0; i < ids.length; i++) {
+    const objectId = ids[i]
     try {
       console.log(`Downloading from Speckle API: ${objectId}`)
       const loader = new SpeckleApiLoader(serverUrl, projectId, token)
       const objects = await loader.downloadObjectsWithChildren(objectId)
       modelObjects.push(objects)
       console.log(`Downloaded ${objects.length} objects from Speckle`)
+
+      // Mark version as received (non-blocking, best effort)
+      if (versionIds && versionIds[i]) {
+        markVersionAsReceived(versionIds[i], projectId, serverUrl, token)
+      }
     } catch (error) {
       console.error(`Failed to download objects from Speckle:`, error)
       throw error
@@ -231,7 +292,11 @@ export async function processMatrixView(
 
   try {
     if (hasColorFilter) {
-      if (!localMatrixView[0].children || localMatrixView[0].children.length === 0 || !localMatrixView[0].children[0].values) {
+      if (
+        !localMatrixView[0].children ||
+        localMatrixView[0].children.length === 0 ||
+        !localMatrixView[0].children[0].values
+      ) {
         throw new Error('Matrix view structure is incomplete for color filter mode')
       }
       id = localMatrixView[0].children[0].values[0].value as unknown as string
@@ -256,21 +321,31 @@ export async function processMatrixView(
 
       if (internalizedModelObjects && internalizedModelObjects.length > 0) {
         // CRITICAL: Validate that internalized data matches current matrix data
-        const internalizedRootId = (internalizedModelObjects[0][0] as any).id
-        if (internalizedRootId !== id) {
-          console.log(`📁 Internalized data mismatch: stored=${internalizedRootId}, current=${id}. Using fresh data.`)
-          internalizedModelObjects = undefined // Clear internalized data - use fresh data instead
-        } else {
-          console.log(
-            '📁 Successfully validated internalized data matches current matrix:',
-            internalizedModelObjects.length,
-            'models'
-          )
+        // Need to decode id first to get actual root object IDs for comparison
+        try {
+          const decodedForCheck = decodeUserInfoFromId(id)
+          const actualRootIds = decodedForCheck.map((info) => info.rootObjectId).join(',')
+          const internalizedRootId = (internalizedModelObjects[0][0] as any).id
+
+          if (internalizedRootId !== actualRootIds.split(',')[0]) {
+            console.log(
+              `📁 Internalized data mismatch: stored=${internalizedRootId}, current=${actualRootIds}. Using fresh data.`
+            )
+            internalizedModelObjects = undefined // Clear internalized data - use fresh data instead
+          } else {
+            console.log(
+              '📁 Successfully validated internalized data matches current matrix:',
+              internalizedModelObjects.length,
+              'models'
+            )
+          }
+        } catch (error) {
+          console.error('📁 Failed to decode ID for internalized data check:', error)
+          internalizedModelObjects = undefined
         }
       }
 
       if (internalizedModelObjects && internalizedModelObjects.length > 0) {
-
         // Set dummy receiveInfo to prevent UI errors
         if (!visualStore.receiveInfo) {
           visualStore.setReceiveInfo({
@@ -288,16 +363,26 @@ export async function processMatrixView(
         }
 
         // Only reload if switching models or not already loaded
-        const needsReload = !visualStore.isViewerObjectsLoaded || visualStore.lastLoadedRootObjectId !== id
-        if (needsReload) {
-          console.log('🔄 Forcing viewer reload for internalized data (model switch or first load)')
-          visualStore.setViewerReloadNeeded()
-          visualStore.setViewerReadyToLoad(true)
-          visualStore.setLoadingProgress('📁 Loading from file', null)
-        } else {
-          console.log('📁 Internalized data already loaded, skipping reload')
+        // Need to decode to get actual root object ID for comparison
+        try {
+          const decodedForReload = decodeUserInfoFromId(id)
+          const actualRootIds = decodedForReload.map((info) => info.rootObjectId).join(',')
+
+          const needsReload =
+            !visualStore.isViewerObjectsLoaded ||
+            visualStore.lastLoadedRootObjectId !== actualRootIds
+          if (needsReload) {
+            console.log('🔄 Forcing viewer reload for internalized data (model switch or first load)')
+            visualStore.setViewerReloadNeeded()
+            visualStore.setViewerReadyToLoad(true)
+            visualStore.setLoadingProgress('📁 Loading from file', null)
+          } else {
+            console.log('📁 Internalized data already loaded, skipping reload')
+          }
+          visualStore.lastLoadedRootObjectId = actualRootIds // Set to actual root IDs to skip API calls
+        } catch (error) {
+          console.error('📁 Failed to decode ID for reload check:', error)
         }
-        visualStore.lastLoadedRootObjectId = id // Set to current ID to skip API calls
       } else {
         console.error('📁 Failed to unzip internalized data')
       }
@@ -306,47 +391,71 @@ export async function processMatrixView(
     }
   }
 
-  // const id = localMatrixView[0].values[0].value as unknown as string
-  console.log('🗝️ Root Object Id: ', id)
-  console.log('Last laoded root object id', visualStore.lastLoadedRootObjectId)
+  // Extract the encoded string from matrix (id is now the base64 encoded userInfo)
+  const encodedId = id
+  console.log('🗝️ Encoded ID: ', encodedId.substring(0, 50) + '...')
+  console.log('Last loaded root object id', visualStore.lastLoadedRootObjectId)
 
   let modelObjects: object[][] = undefined
 
+  // Decode userInfo first to get actual root object IDs for comparison
+  let decodedUserInfos: DecodedUserInfo[]
+  let actualRootObjectIds: string
+
+  try {
+    decodedUserInfos = decodeUserInfoFromId(encodedId)
+    // Build comma-separated list of actual root object IDs
+    actualRootObjectIds = decodedUserInfos.map((info) => info.rootObjectId).join(',')
+    console.log(`🔓 Decoded ${decodedUserInfos.length} userInfo(s) - Root IDs: ${actualRootObjectIds}`)
+  } catch (error) {
+    console.error('Failed to decode user info:', error)
+    visualStore.setCommonError(
+      'Failed to decode user info from data connector. Please refresh the data.'
+    )
+    visualStore.setViewerReadyToLoad(false)
+    return {
+      modelObjects: [],
+      objectIds: [],
+      selectedIds: [],
+      colorByIds: null,
+      objectTooltipData: new Map(),
+      isFromStore: false
+    }
+  }
+
+  // Check if we need to reload (compare actual root object IDs, not encoded strings)
   if (
-    visualStore.lastLoadedRootObjectId !== id &&
+    visualStore.lastLoadedRootObjectId !== actualRootObjectIds &&
     !visualStore.isLoadingFromFile &&
     !internalizedModelObjects
   ) {
     const start = performance.now()
 
-    // Get receive info from desktop service to populate visual store
-    const receiveInfo = await getReceiveInfo(id)
-    if (receiveInfo) {
-      visualStore.setReceiveInfo({
-        userEmail: receiveInfo.email || receiveInfo.Email,
-        serverUrl: receiveInfo.server || receiveInfo.Server,
-        sourceApplication: getSlugFromHostAppNameAndVersion(
-          receiveInfo.sourceApplication || receiveInfo.SourceApplication
-        ),
-        workspaceId: receiveInfo.workspaceId || receiveInfo.WorkspaceId,
-        workspaceName: receiveInfo.workspaceName || receiveInfo.WorkspaceName,
-        workspaceLogo: receiveInfo.workspaceLogo || receiveInfo.WorkspaceLogo,
-        version: receiveInfo.version || receiveInfo.Version,
-        canHideBranding: receiveInfo.canHideBranding ?? receiveInfo.CanHideBranding,
-        token: receiveInfo.weakToken || receiveInfo.WeakToken,
-        projectId: receiveInfo.projectId || receiveInfo.ProjectId
-      })
-      console.log(`Receive info retrieved from desktop service - credentials loaded`)
-    }
+    // Use the first decoded userInfo for visual store (for federated, all have same credentials)
+    const primaryUserInfo = decodedUserInfos[0]
 
-    // Now get the data from visual store for Speckle API download
-    const token = visualStore.receiveInfo?.token
-    const serverUrl = visualStore.receiveInfo?.serverUrl
-    const projectId = visualStore.receiveInfo?.projectId
+    visualStore.setReceiveInfo({
+      userEmail: primaryUserInfo.email,
+      serverUrl: primaryUserInfo.server,
+      sourceApplication: getSlugFromHostAppNameAndVersion(primaryUserInfo.sourceApplication || ''),
+      workspaceId: primaryUserInfo.workspaceId || undefined,
+      workspaceName: primaryUserInfo.workspaceName || undefined,
+      workspaceLogo: primaryUserInfo.workspaceLogo || undefined,
+      version: primaryUserInfo.version,
+      canHideBranding: primaryUserInfo.canHideBranding || false,
+      token: primaryUserInfo.token,
+      projectId: primaryUserInfo.projectId
+    })
+    console.log(`✅ Credentials loaded from encoded data`)
+
+    // Get credentials for Speckle API download
+    const token = primaryUserInfo.token
+    const serverUrl = primaryUserInfo.server
+    const projectId = primaryUserInfo.projectId
 
     if (!token || !serverUrl || !projectId) {
       visualStore.setCommonError(
-        'Missing Speckle credentials. Please refresh the data from the data connector.'
+        'Missing required credentials in encoded data. Please refresh the data from the data connector.'
       )
       visualStore.setViewerReadyToLoad(false)
       return {
@@ -362,9 +471,18 @@ export async function processMatrixView(
     visualStore.setViewerReadyToLoad(true)
 
     console.log('Downloading objects directly from Speckle API...')
-    console.log(`Server: ${serverUrl}, Project: ${projectId}, Object: ${id}`)
+    console.log(`Server: ${serverUrl}, Project: ${projectId}, Objects: ${actualRootObjectIds}`)
     try {
-      modelObjects = await fetchFromSpeckleApi(id, serverUrl, projectId, token)
+      // Extract versionIds for markAsReceived
+      const versionIds = decodedUserInfos.map((info) => info.versionId).filter(Boolean) as string[]
+
+      modelObjects = await fetchFromSpeckleApi(
+        actualRootObjectIds,
+        serverUrl,
+        projectId,
+        token,
+        versionIds.length > 0 ? versionIds : undefined
+      )
       console.log('Successfully downloaded from Speckle API')
 
       // Debug: Check what we're passing to the viewer
@@ -456,6 +574,7 @@ export async function processMatrixView(
     localMatrixView.forEach((obj) => {
       const processedObjectIdLevels = processObjectIdLevel(obj, host, matrixView)
 
+      // Apply conditional formatting color if present, regardless of selection state
       if (processedObjectIdLevels.color) {
         let group = colorByIds.find((g) => g.color === processedObjectIdLevels.color)
         if (!group) {
@@ -465,7 +584,11 @@ export async function processMatrixView(
           }
           colorByIds.push(group)
         }
+        // Always add to color group if color is specified (conditional formatting)
         group.objectIds.push(processedObjectIdLevels.id)
+      } else if (processedObjectIdLevels.shouldColor) {
+        // Only use shouldColor flag when there's no conditional formatting
+        // This preserves the original cross-filter coloring behavior
       }
 
       objectIds.push(processedObjectIdLevels.id)

src/powerbi-visual/src/views/HomeView.vue

@@ -21,7 +21,7 @@
       <div class="flex flex-col justify-center space-y-1">
         <div class="flex flex-row space-x-2">
           <EyeIcon class="w-6"></EyeIcon>
-          <p><b>Version Object ID</b></p>
+          <p><b>Model Info</b></p>
           <ArrowRightIcon class="w-4"></ArrowRightIcon>
           <p>View your model</p>
         </div>

src/powerbi-visual/src/visual.ts

@@ -22,6 +22,7 @@ import ITooltipService = powerbi.extensibility.ITooltipService
 
 import { pinia } from './plugins/pinia'
 import { useVisualStore } from './store/visualStore'
+import { SpeckleApiLoader } from './loader/SpeckleApiLoader'
 
 // noinspection JSUnusedGlobalSymbols
 export class Visual implements IVisual {
@@ -95,7 +96,6 @@ export class Visual implements IVisual {
     )
 
     visualStore.setFormattingSettings(this.formattingSettings)
-    console.log('Selector colors', this.formattingSettings.colorSelector)
     console.log(
       'Data Loading - Internalize Data:',
       this.formattingSettings.dataLoading.internalizeData.value
@@ -314,69 +314,7 @@ export class Visual implements IVisual {
 
   public getFormattingModel(): powerbi.visuals.FormattingModel {
     console.log('🎨 getFormattingModel called')
-
-    // build the cards for the options
-    const model: powerbi.visuals.FormattingModel = {
-      cards: [
-        // Color card
-        {
-          displayName: 'Object Display',
-          name: 'color',
-          uid: 'color_card_uid',
-          groups: [
-            {
-              displayName: undefined,
-              uid: 'color_group_uid',
-              slices: [
-                {
-                  displayName: 'Enabled',
-                  uid: 'color_enabled_uid',
-                  control: {
-                    type: powerbi.visuals.FormattingComponent.ToggleSwitch,
-                    properties: {
-                      descriptor: {
-                        objectName: 'color',
-                        propertyName: 'enabled'
-                      },
-                      value: this.formattingSettings.color.enabled.value
-                    }
-                  }
-                }
-              ]
-            }
-          ]
-        },
-        // Data Management card
-        {
-          displayName: 'Data Management',
-          name: 'dataLoading',
-          uid: 'dataLoading_card_uid',
-          groups: [
-            {
-              displayName: undefined,
-              uid: 'dataLoading_group_uid',
-              slices: [
-                {
-                  displayName: 'Internalize Data',
-                  uid: 'dataLoading_internalizeData_uid',
-                  control: {
-                    type: powerbi.visuals.FormattingComponent.ToggleSwitch,
-                    properties: {
-                      descriptor: {
-                        objectName: 'dataLoading',
-                        propertyName: 'internalizeData'
-                      },
-                      value: this.formattingSettings.dataLoading.internalizeData.value
-                    }
-                  }
-                }
-              ]
-            }
-          ]
-        }
-      ]
-    }
-
+    const model = this.formattingSettingsService.buildFormattingModel(this.formattingSettings)
     return model
   }
 
@@ -416,97 +354,54 @@ export class Visual implements IVisual {
     }
 
     try {
-      console.log('📁 Starting internalization via desktop service streaming...')
+      console.log('📁 Starting internalization via Speckle API...')
 
       visualStore.setLoadingProgress('📦 Internalizing data...', null)
 
-      // Use desktop service for internalization
-      // TBD: getting objects from viewer caused two issue:
-      // - Data format -> we need to make an extra operation to match with the offline loader
-      // - Memory -> need to save data two times so sometimes causes memory issues
-      const rootObjectIds = visualStore.lastLoadedRootObjectId
+      // Get credentials from visualStore (already loaded from encoded data)
+      const token = visualStore.receiveInfo?.token
+      const serverUrl = visualStore.receiveInfo?.serverUrl
       const projectId = visualStore.receiveInfo?.projectId
-      
-      // Handle federated models by processing each object ID separately
-      const objectIds = rootObjectIds.split(',')
-      let allStreamedObjects = []
-      
-      for (const objectId of objectIds) {
-        console.log(`📁 Fetching objects for ID: ${objectId}`)
-        
-        // For federated models, pass project ID explicitly to avoid "project id is not set" error
-        const url = projectId 
-          ? `http://localhost:29364/get-objects/${objectId}?projectId=${projectId}`
-          : `http://localhost:29364/get-objects/${objectId}`
-        
-        const response = await fetch(url)
-        
-        if (!response.body) {
-          console.error(`📁 No response body from desktop service for ${objectId}`)
-          continue
-        }
+      const rootObjectIds = visualStore.lastLoadedRootObjectId
 
-        const reader = response.body.getReader()
-        const decoder = new TextDecoder()
-        let allObjectsData = ''
-
-        console.log(`📁 Streaming objects from desktop service for ${objectId}...`)
-
-        while (true) {
-          const { done, value } = await reader.read()
-          if (done) break
-
-          allObjectsData += decoder.decode(value, { stream: true })
-        }
-
-        // Parse NDJSON (newline-delimited JSON) format
-        const lines = allObjectsData.trim().split('\n')
-        const objectsForThisId = lines.map((line) => JSON.parse(line))
-        
-        console.log(`📁 Streamed ${objectsForThisId.length} objects for ID ${objectId}`)
-        allStreamedObjects.push(...objectsForThisId)
-      }
-      
-      const streamedObjects = allStreamedObjects
-      
-      if (streamedObjects.length === 0) {
-        console.error('📁 No objects retrieved from desktop service')
+      if (!token || !serverUrl || !projectId) {
+        console.error('📁 Missing credentials for internalization')
         visualStore.clearLoadingProgress()
         return
       }
-      
-      console.log(`📁 Retrieved ${streamedObjects.length} total objects from desktop service`)
 
-      // Clean up objects to reduce file size (same as desktop service does)
-      const cleanedObjects = streamedObjects.map((obj: any, index: number) => {
-        // Skip first object (root), clean others
-        if (index === 0) return obj
+      // Handle federated models by processing each object ID separately
+      const objectIds = rootObjectIds.split(',')
+      let allObjects = []
 
-        const cleanedObj = { ...obj }
+      for (const objectId of objectIds) {
+        console.log(`📁 Downloading objects for ID: ${objectId}`)
 
-        // Remove unnecessary properties
-        if (cleanedObj.speckle_type?.includes('Objects.Data.DataObject')) {
-          delete cleanedObj.properties
-        }
-        delete cleanedObj.__closure
+        const loader = new SpeckleApiLoader(serverUrl, projectId, token)
+        const objects = await loader.downloadObjectsWithChildren(objectId)
 
-        return cleanedObj
-      })
+        console.log(`📁 Downloaded ${objects.length} objects for ID ${objectId}`)
+        allObjects.push(objects)
+      }
 
-      console.log(`📁 Cleaned objects: ${cleanedObjects.length} total`)
+      if (allObjects.length === 0 || allObjects.every((arr) => arr.length === 0)) {
+        console.error('📁 No objects retrieved from Speckle API')
+        visualStore.clearLoadingProgress()
+        return
+      }
 
-      // Wrap in array format expected by viewer (object[][])
-      const modelObjectsArray = [cleanedObjects]
+      console.log(`📁 Retrieved ${allObjects.reduce((sum, arr) => sum + arr.length, 0)} total objects from Speckle API`)
 
       // Use existing writeObjectsToFile method from visualStore
-      visualStore.writeObjectsToFile(modelObjectsArray)
+      // allObjects is already in the format object[][] expected by viewer
+      visualStore.writeObjectsToFile(allObjects)
 
       // Clear loading message immediately when done
       visualStore.clearLoadingProgress()
 
-      console.log('📁 Successfully internalized data via desktop service!')
+      console.log('📁 Successfully internalized data via Speckle API!')
     } catch (error) {
-      console.error('📁 Failed to internalize via desktop service:', error)
+      console.error('📁 Failed to internalize via Speckle API:', error)
 
       // Clear loading message immediately on error
       visualStore.clearLoadingProgress()