[Dashboards] [ai] update dashboard tools schema and skill with correct config field names (#17180)

<img width="2560" height="1353" alt="CleanShot 2026-01-16 at 00 55 56"
src="https://github.com/user-attachments/assets/c242071c-13d3-494d-bcce-9d45f36fcd77"
/>

packages/twenty-server/src/modules/dashboard/tools/create-complete-dashboard.tool.ts

@@ -60,24 +60,25 @@ GRID SYSTEM:
 
 WIDGET TYPES:
 
-1. GRAPH with graphType "AGGREGATE" (KPI number):
-   - Requires: objectMetadataId, configuration.graphType, configuration.aggregateFieldMetadataId, configuration.aggregateOperation
-   - Example: { type: "GRAPH", objectMetadataId: "<opportunity-object-uuid>", configuration: { graphType: "AGGREGATE", aggregateFieldMetadataId: "<amount-field-uuid>", aggregateOperation: "SUM" } }
+1. GRAPH with configurationType "AGGREGATE_CHART" (KPI number):
+   - Requires: objectMetadataId, configuration.configurationType, configuration.aggregateFieldMetadataId, configuration.aggregateOperation
+   - Example: { type: "GRAPH", objectMetadataId: "<opportunity-object-uuid>", configuration: { configurationType: "AGGREGATE_CHART", aggregateFieldMetadataId: "<amount-field-uuid>", aggregateOperation: "SUM" } }
 
-2. GRAPH with graphType "VERTICAL_BAR" or "HORIZONTAL_BAR":
+2. GRAPH with configurationType "BAR_CHART":
+   - Additional required: configuration.primaryAxisGroupByFieldMetadataId, configuration.layout ("VERTICAL" or "HORIZONTAL")
+   - Example: { type: "GRAPH", objectMetadataId: "<opportunity-object-uuid>", configuration: { configurationType: "BAR_CHART", aggregateFieldMetadataId: "<amount-field-uuid>", aggregateOperation: "COUNT", primaryAxisGroupByFieldMetadataId: "<stage-field-uuid>", layout: "VERTICAL" } }
+
+3. GRAPH with configurationType "LINE_CHART":
    - Additional required: configuration.primaryAxisGroupByFieldMetadataId
-   - Example: { graphType: "VERTICAL_BAR", aggregateFieldMetadataId: "<count-field-uuid>", aggregateOperation: "COUNT", primaryAxisGroupByFieldMetadataId: "<stage-field-uuid>" }
+   - Example: { type: "GRAPH", objectMetadataId: "<opportunity-object-uuid>", configuration: { configurationType: "LINE_CHART", aggregateFieldMetadataId: "<amount-field-uuid>", aggregateOperation: "SUM", primaryAxisGroupByFieldMetadataId: "<created-date-field-uuid>" } }
 
-3. GRAPH with graphType "LINE":
-   - Same as bar charts, good for time series
+4. GRAPH with configurationType "PIE_CHART":
+   - Additional required: configuration.groupByFieldMetadataId (note: different field name!)
+   - Example: { type: "GRAPH", objectMetadataId: "<opportunity-object-uuid>", configuration: { configurationType: "PIE_CHART", aggregateFieldMetadataId: "<id-field-uuid>", aggregateOperation: "COUNT", groupByFieldMetadataId: "<stage-field-uuid>" } }
 
-4. GRAPH with graphType "PIE":
-   - Requires: objectMetadataId, aggregateFieldMetadataId, aggregateOperation, groupByFieldMetadataId
-   - Example: { graphType: "PIE", aggregateFieldMetadataId: "<id-field-uuid>", aggregateOperation: "COUNT", groupByFieldMetadataId: "<stage-field-uuid>" }
+5. IFRAME: { type: "IFRAME", configuration: { configurationType: "IFRAME", url: "https://..." } }
 
-5. IFRAME: { type: "IFRAME", configuration: { url: "https://..." } }
-
-6. STANDALONE_RICH_TEXT: { type: "STANDALONE_RICH_TEXT", configuration: { body: "..." } }
+6. STANDALONE_RICH_TEXT: { type: "STANDALONE_RICH_TEXT", configuration: { configurationType: "STANDALONE_RICH_TEXT", body: { ... } } }
 
 AGGREGATION OPERATIONS: COUNT, SUM, AVG, MIN, MAX, COUNT_EMPTY, COUNT_NOT_EMPTY`,
   inputSchema: createCompleteDashboardSchema,

packages/twenty-server/src/modules/dashboard/tools/schemas/widget.schema.ts

@@ -1,7 +1,7 @@
 import { z } from 'zod';
 
 import { AggregateOperations } from 'src/engine/api/graphql/graphql-query-runner/constants/aggregate-operations.constant';
-import { GraphType } from 'src/engine/metadata-modules/page-layout-widget/enums/graph-type.enum';
+import { WidgetConfigurationType } from 'src/engine/metadata-modules/page-layout-widget/enums/widget-configuration-type.type';
 import { WidgetType } from 'src/engine/metadata-modules/page-layout-widget/enums/widget-type.enum';
 
 export const gridPositionSchema = z.object({
@@ -28,7 +28,7 @@ export const widgetTypeSchema = z.enum([
 
 // Graph configuration schema for AGGREGATE type (KPI numbers)
 const aggregateChartConfigSchema = z.object({
-  graphType: z.literal(GraphType.AGGREGATE_CHART),
+  configurationType: z.literal(WidgetConfigurationType.AGGREGATE_CHART),
   aggregateFieldMetadataId: z
     .string()
     .uuid()
@@ -48,7 +48,7 @@ const aggregateChartConfigSchema = z.object({
 // Graph configuration schema for BAR charts
 const barChartConfigSchema = z
   .object({
-    graphType: z.literal(GraphType.BAR_CHART),
+    configurationType: z.literal(WidgetConfigurationType.BAR_CHART),
     aggregateFieldMetadataId: z
       .string()
       .uuid()
@@ -87,8 +87,6 @@ const barChartConfigSchema = z
     displayLegend: z.boolean().optional().default(true),
     layout: z
       .enum(['VERTICAL', 'HORIZONTAL'])
-      .optional()
-      .default('VERTICAL')
       .describe('Layout orientation for bar charts'),
     filter: z.record(z.string(), z.unknown()).optional(),
   })
@@ -118,7 +116,7 @@ const barChartConfigSchema = z
 // Graph configuration schema for LINE charts
 const lineChartConfigSchema = z
   .object({
-    graphType: z.literal(GraphType.LINE_CHART),
+    configurationType: z.literal(WidgetConfigurationType.LINE_CHART),
     aggregateFieldMetadataId: z.string().uuid(),
     aggregateOperation: z.nativeEnum(AggregateOperations),
     primaryAxisGroupByFieldMetadataId: z.string().uuid(),
@@ -176,7 +174,7 @@ const lineChartConfigSchema = z
 // Graph configuration schema for PIE charts
 const pieChartConfigSchema = z
   .object({
-    graphType: z.literal(GraphType.PIE_CHART),
+    configurationType: z.literal(WidgetConfigurationType.PIE_CHART),
     aggregateFieldMetadataId: z.string().uuid(),
     aggregateOperation: z.nativeEnum(AggregateOperations),
     groupByFieldMetadataId: z
@@ -211,25 +209,37 @@ const pieChartConfigSchema = z
 
 // Iframe configuration
 const iframeConfigSchema = z.object({
-  url: z.string().url().describe('URL to embed'),
+  configurationType: z.literal(WidgetConfigurationType.IFRAME),
+  url: z.string().url().optional().describe('URL to embed'),
 });
 
 // Rich text configuration
 const richTextConfigSchema = z.object({
-  body: z.string().optional().describe('Rich text content'),
+  configurationType: z.literal(WidgetConfigurationType.STANDALONE_RICH_TEXT),
+  body: z.unknown().optional().describe('Rich text content (RichTextV2Body)'),
 });
 
-export const graphConfigurationSchema = z.discriminatedUnion('graphType', [
-  aggregateChartConfigSchema,
-  barChartConfigSchema,
-  lineChartConfigSchema,
-  pieChartConfigSchema,
-]);
+export const graphConfigurationSchema = z.discriminatedUnion(
+  'configurationType',
+  [
+    aggregateChartConfigSchema,
+    barChartConfigSchema,
+    lineChartConfigSchema,
+    pieChartConfigSchema,
+  ],
+);
 
 export const widgetConfigurationSchema = z
-  .union([graphConfigurationSchema, iframeConfigSchema, richTextConfigSchema])
+  .discriminatedUnion('configurationType', [
+    aggregateChartConfigSchema,
+    barChartConfigSchema,
+    lineChartConfigSchema,
+    pieChartConfigSchema,
+    iframeConfigSchema,
+    richTextConfigSchema,
+  ])
   .optional()
   .describe('Widget configuration - structure depends on widget type');
 
 // Export enums for documentation
-export { AggregateOperations, GraphType as GraphType };
+export { AggregateOperations, WidgetConfigurationType };

packages/twenty-server/src/modules/dashboard/tools/update-dashboard-widget.tool.ts

@@ -1,4 +1,4 @@
-import { isDefined } from 'twenty-shared/utils';
+import { isDefined, isEmptyObject } from 'twenty-shared/utils';
 import { z } from 'zod';
 
 import { type WidgetType } from 'src/engine/metadata-modules/page-layout-widget/enums/widget-type.enum';
@@ -24,7 +24,7 @@ const updateDashboardWidgetSchema = z.object({
     .uuid()
     .optional()
     .describe('New object metadata ID'),
-  configuration: widgetConfigurationSchema,
+  configuration: widgetConfigurationSchema.optional(),
 });
 
 export const createUpdateDashboardWidgetTool = (
@@ -54,7 +54,16 @@ Only provide fields you want to change - others remain unchanged.`,
     try {
       const { widgetId, ...updates } = parameters;
       const updateData = Object.fromEntries(
-        Object.entries(updates).filter(([, value]) => isDefined(value)),
+        Object.entries(updates).filter(([key, value]) => {
+          if (!isDefined(value)) {
+            return false;
+          }
+          if (key === 'configuration' && isEmptyObject(value)) {
+            return false;
+          }
+
+          return true;
+        }),
       );
 
       const widget = await deps.pageLayoutWidgetService.update({