Control Center - banisterious/obsidian-charted-roots GitHub Wiki

Control Center

The Control Center is Charted Roots' central hub for all plugin operations. Access it via the command palette (Ctrl/Cmd+P → "Charted Roots: Open Control Center") or the ribbon icon.

Table of Contents

Opening the Control Center

Method How
Command Palette Ctrl/Cmd+P → "Charted Roots: Open Control Center"
Ribbon Icon Click the Charted Roots icon in the left ribbon
Context Menu Right-click a person note → Charted Roots submenu

Dashboard Tab

The Dashboard is the Control Center's home screen, providing quick access to common operations and an overview of your vault's genealogical data.

Quick Actions

Twelve action tiles arranged in a responsive grid (4×3 on desktop, 2×2 on mobile):

Tile Action
Person Create a new person note
Event Create a new event note
Source Create a new source note
Place Create a new place note
Organization Create a new organization note
Report Open the Reports hub modal
Statistics Open the Statistics Dashboard view
Import Open the Import/Export hub modal
Visual Trees Go to the Visual Trees tab
Family Chart Open the interactive Family Chart view
Map Open the interactive Map View
Media Open the Media Manager modal

Vault Health

A collapsible section showing your vault's genealogical statistics:

Metric Description
Entity Counts Number of People, Events, Sources, Places, Organizations, and Canvases
Completeness Percentage of people with key data (birth, death, parents)
Issues Count of data quality warnings with link to Data Quality tab

Click the section header to expand or collapse. The state is remembered between sessions.

Recent Files

Shows the last 5 genealogical files you accessed through Charted Roots features:

  • Click to open the note
  • Right-click for context menu:
    • All types: Open note
    • Place: Open in Map View (zooms to coordinates if available)
    • Person: Open in Family Chart

Each item shows the file name and entity type badge (person, event, source, place, etc.).

Tab Overview

The Control Center navigation is organized into groups:

Dashboard

Tab Purpose
Dashboard Quick actions, vault health, recent files

Entities

Tab Purpose
People Browse, search, and manage person notes
Events Event management, calendar, and temporal data
Places Geographic locations and place statistics
Sources Evidence and source documentation
Organizations Organization notes and membership tracking
Universes Fictional universe management (conditional)
Collections Family groups and custom collections

Data & Structure

Tab Purpose
Data Quality Issue detection and batch fixes
Schemas Validation schemas for note consistency
Relationships Custom relationship type definitions

Output

Tab Purpose
Visual Trees Canvas tree generation with preview
Maps Interactive map view, custom image maps, bulk geocoding

Tools

These entries open dedicated modals or views instead of switching tabs:

Tool Purpose
Templates View and copy template snippets
Media Manager Manage media files and attachments
Family Chart Open interactive family chart view
Reports Narrative reports and visual charts
Import/Export Import and export genealogical data (opens hub modal)

Dockable Sidebar Views

Many Control Center tabs include a dock button (panel icon) in their card headers. Clicking the dock button opens the entity list as a persistent, dockable sidebar view that stays open alongside your notes.

Available Dockable Views

View Content Command
People Filter/sort/search table with expandable details Open people
Places Filter/sort/search table with category badges Open places
Events Type/person/search filters, sortable table Open events
Sources Filter/sort table with type/confidence badges Open sources
Organizations Filter/sort table with type badges, member counts Open organizations
Relationships Table with type badges, filter/sort Open relationships
Universes Filter/sort/search table with status badges Open universes
Collections Mode switcher + corresponding list Open collections
Data Quality Read-only dashboard with quality score and issues Open data quality
Entity Profile Auto-syncing single-entity detail view with collapsible sections Open entity profile

Key Behaviors

  • Single instance: Clicking the dock button when a view is already open focuses the existing instance (the Entity Profile View is an exception — it allows multiple instances via pinning)
  • Modal stays open: The dock button opens the view without closing the Control Center
  • State persistence: Filter, sort, and search preferences persist across sessions
  • Auto-refresh: All dockable views refresh automatically when vault files change (debounced 2s)
  • Default placement: Views open in the right sidebar, matching Obsidian's convention for reference panels

Modal-Only Tabs

These tabs do not have dockable views:

Tab Reason
Dashboard Navigation hub, not an entity list
Schemas Configuration tooling, no browsable list
Visual Trees Wizard launchers and export actions
Maps Already has a dedicated full Map View

Navigation

  • Sidebar: Click any tab name in the left sidebar to switch tabs
  • Keyboard: Use Tab and Shift+Tab to navigate between elements
  • Direct Links: Some tabs can be opened directly via commands or context menus

Mobile Support

The Control Center adapts for mobile devices:

  • Full-screen modal for maximum workspace
  • Slide-in navigation drawer with tap-to-close backdrop
  • Larger touch targets (minimum 44px) for tiles and buttons
  • 2-column tile grid for better thumb reach
  • Auto-closing drawer after tab selection

To open the navigation drawer on mobile, tap the menu icon in the header.

See Also