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[DASHBOARDS] chat agent improvements + new validation layer (#17722)

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https://github.com/user-attachments/assets/352427fc-0a2a-4f1b-86e9-db99daea0018

---------

Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
Co-authored-by: Félix Malfait <felix@twenty.com>
This commit is contained in:
nitin
2026-02-10 19:13:36 +05:30
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parent 148584c730
commit e995e84621
36 changed files with 1334 additions and 168 deletions
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packages/twenty-server/src/engine/workspace-manager/twenty-standard-application/utils/skill-metadata/create-standard-flat-skill-metadata.util.ts
+58 -106
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@@ -142,131 +142,83 @@ Prioritize data integrity and provide clear feedback on operations performed.`,
You help users create and manage dashboards with widgets.
## CRITICAL: Creating GRAPH Widgets
## Tools
Before creating any GRAPH widget, you MUST:
1. Use list_object_metadata_items to get the objectMetadataId (e.g., for "opportunity", "company")
2. From the response, get the field IDs you need (aggregateFieldMetadataId, primaryAxisGroupByFieldMetadataId)
- list_dashboards, get_dashboard
- create_complete_dashboard
- add_dashboard_tab, add_dashboard_widget, update_dashboard_widget, delete_dashboard_widget
- list_object_metadata_items (resolve object + field IDs)
GRAPH widgets require real UUIDs from the workspace metadata, NOT made-up values.
## Graph Widget Workflow
## Understanding User Language
1. Ask what data the user wants to visualize.
2. Call list_object_metadata_items and resolve objectMetadataId + field IDs.
3. Always call get_dashboard before modifying widgets.
4. Build the widget configuration using the rules below.
5. Call add_dashboard_widget or update_dashboard_widget. Use activeTabId from context if available.
6. Call get_dashboard to verify the final configuration.
Users describe charts using UI terminology. Here's how to translate:
## Field Resolution Rules
### Bar/Line Chart Settings
- All *MetadataId fields must be real UUIDs from metadata.
- Match by name or label, but write UUIDs into all *MetadataId fields.
- Subfield names use FIELD NAMES, not labels.
- Composite group-by requires a subfield (e.g. address → "addressCity").
- **CRITICAL: Relation fields (RELATION, MORPH_RELATION) MUST always include a subFieldName** (e.g. "name", "email", "stage"). Without a subFieldName, the chart groups by raw UUIDs which produces unreadable charts. Always pick a meaningful scalar field from the target object.
**Data section:**
- "Source" / "change the object": objectMetadataId
## Subfield Syntax
**X axis section (primary grouping - the bars/categories):**
- "X axis" / "data on display" / "categories": primaryAxisGroupByFieldMetadataId
- "X axis subfield" / "Address.city": primaryAxisGroupBySubFieldName
- "Date granularity" (on X axis): primaryAxisDateGranularity
- "Sort by" (on X axis): primaryAxisOrderBy
- Composite: \`address\` + \`addressCity\` → subFieldName "addressCity"
- Relation to scalar field: \`company.name\` → subFieldName "name" (only when target "name" is a simple TEXT/NUMBER field)
- Relation to composite field: \`owner.name\` where "name" is FULL_NAME → subFieldName must be "name.firstName" or "name.lastName" (NOT just "name")
- Relation + composite: \`company.address.addressCity\` → subFieldName "address.addressCity"
- **Never omit subFieldName for relation fields** — grouping by ID is almost never useful
- **IMPORTANT**: Check the target field's type from list_object_metadata_items. If it is composite (FULL_NAME, ADDRESS, CURRENCY, EMAILS, PHONES, LINKS), you MUST drill into a specific subfield using dot notation (e.g. "name.firstName", "address.addressCity", "emails.primaryEmail").
**Y axis section (what's being measured + optional secondary grouping):**
- "Y axis" / "data on display" / "measure" / "metric": aggregateFieldMetadataId + aggregateOperation
- "Group by" / "stacking" / "colors" / "breakdown": secondaryAxisGroupByFieldMetadataId
- "Group by subfield" / "Address.city": secondaryAxisGroupBySubFieldName
- "Date granularity" (on Group by): secondaryAxisGroupByDateGranularity
- "Sort by" (on Group by): secondaryAxisOrderBy
- "Cumulative" / "running total": isCumulative
- "Min range" / "Max range": rangeMin, rangeMax
- "Hide empty values" / "omit nulls": omitNullValues
## User Language Notes
**Style section:**
- "Stacked" / "stacked bars": layout stays same, it's about secondaryAxisGroupByFieldMetadataId
- "Data labels" / "show values": displayDataLabel
- "Legend" / "show legend": displayLegend
- "X axis" / "categories" → primaryAxisGroupByFieldMetadataId
- "Y axis" / "metric" → aggregateFieldMetadataId + aggregateOperation
- "Group by" / "stacking" / "colors" → secondaryAxisGroupByFieldMetadataId
- "Unstacked" / "remove group by" → clear secondaryAxisGroupByFieldMetadataId only
- "KPI" / "just a number" → AGGREGATE_CHART
- "Legend" → displayLegend
- "Data labels" → displayDataLabel
- "Hide empty values" → omitNullValues
- "Min range" / "Max range" → rangeMin / rangeMax
- "Running total" → isCumulative
### CRITICAL: "Remove groupby" / "remove stacking" / "unstacked"
When users say this for bar/line charts, they mean remove the SECONDARY grouping (the colors/stacking).
- Set secondaryAxisGroupByFieldMetadataId to null
- Keep the chart type (BAR_CHART/LINE_CHART)
- Keep primaryAxisGroupByFieldMetadataId (the X axis categories)
- DO NOT convert to AGGREGATE_CHART unless user explicitly asks for "just a number" or "KPI"
## Graph Configuration Rules
### Pie Chart Settings
- "Each slice represents" / "slices": groupByFieldMetadataId
- "Slice subfield" / "Address.city": groupBySubFieldName
- "Hide empty category": hideEmptyCategory
- "Show value in center": showValueInCenter
- Use the tool schema as the source of truth for required/optional fields.
- Supported graph configurationType values: AGGREGATE_CHART, BAR_CHART, LINE_CHART, PIE_CHART.
- BAR_CHART and LINE_CHART use primaryAxisGroupByFieldMetadataId.
- PIE_CHART uses groupByFieldMetadataId (not primaryAxisGroupByFieldMetadataId).
- If any orderBy is MANUAL, include the matching manual sort array.
- If rangeMin and rangeMax are both set, rangeMin must be <= rangeMax.
- Set date granularity only when grouping by date fields.
- "stacked bars" means secondaryAxisGroupByFieldMetadataId + groupMode STACKED.
- "stacked lines" means isStacked true.
### Aggregate Chart Settings (KPI numbers)
- "Prefix" (e.g., "$"): prefix
- "Suffix" (e.g., "%"): suffix
- "Ratio by option" / "percent of a value": ratioAggregateConfig
## Non-graph Widgets
## Widget Configuration Types
- IFRAME: configurationType "IFRAME" + url
- STANDALONE_RICH_TEXT: configurationType "STANDALONE_RICH_TEXT" + body with markdown content
- IMPORTANT: Put the actual text content in configuration.body.markdown, NOT in the widget title
- Widget title should be a short label (e.g. "Notes", "Summary"), body.markdown holds the real content
### AGGREGATE_CHART (KPI number widget)
Shows a single aggregated value.
Required:
- objectMetadataId: UUID of the object
- configuration.configurationType: "AGGREGATE_CHART"
- configuration.aggregateFieldMetadataId: UUID of field to aggregate
- configuration.aggregateOperation: "COUNT", "SUM", "AVG", "MIN", "MAX"
Optional: prefix, suffix, displayDataLabel, ratioAggregateConfig
### BAR_CHART
Shows data grouped by categories with optional secondary grouping.
Required:
- objectMetadataId: UUID of the object
- configuration.configurationType: "BAR_CHART"
- configuration.aggregateFieldMetadataId: field to aggregate
- configuration.aggregateOperation: aggregation type
- configuration.primaryAxisGroupByFieldMetadataId: X axis categories
- configuration.layout: "VERTICAL" or "HORIZONTAL"
Optional: secondaryAxisGroupByFieldMetadataId (for stacking/colors), primaryAxisGroupBySubFieldName, secondaryAxisGroupBySubFieldName, omitNullValues, displayDataLabel, displayLegend
### LINE_CHART
Shows trends over a dimension.
Required:
- objectMetadataId: UUID of the object
- configuration.configurationType: "LINE_CHART"
- configuration.aggregateFieldMetadataId: field to aggregate
- configuration.aggregateOperation: aggregation type
- configuration.primaryAxisGroupByFieldMetadataId: X axis (usually date)
Optional: secondaryAxisGroupByFieldMetadataId (for multiple lines), primaryAxisGroupBySubFieldName, secondaryAxisGroupBySubFieldName, omitNullValues, isCumulative, displayDataLabel
### PIE_CHART
Shows data distribution as slices.
Required:
- objectMetadataId: UUID of the object
- configuration.configurationType: "PIE_CHART"
- configuration.aggregateFieldMetadataId: field to aggregate
- configuration.aggregateOperation: aggregation type
- configuration.groupByFieldMetadataId: field to slice by (NOTE: different field name than bar/line!)
Optional: groupBySubFieldName, displayDataLabel, hideEmptyCategory, showValueInCenter
### IFRAME
Embeds external content:
- configuration.configurationType: "IFRAME"
- configuration.url: "https://..."
### STANDALONE_RICH_TEXT
Text content widget:
- configuration.configurationType: "STANDALONE_RICH_TEXT"
- configuration.body: rich text content
Example (STANDALONE_RICH_TEXT):
{
"configurationType": "STANDALONE_RICH_TEXT",
"body": { "markdown": "## Quarterly Summary\\n\\nKey metrics:\\n- Revenue up 15%\\n- 42 new deals closed\\n\\n**Next steps**: Focus on enterprise pipeline." }
}
## Grid System
- 12 columns (0-11)
- KPI widgets: rowSpan 2-4, columnSpan 3-4
- Charts: rowSpan 6-8, columnSpan 6-12
- Common layouts:
- 4 KPIs in a row: each { columnSpan: 3 }
- 2 charts side by side: each { columnSpan: 6 }
- Full width chart: { column: 0, columnSpan: 12 }
## Workflow
1. Ask user what data they want to visualize
2. Load list_object_metadata_items to discover available objects and fields
3. Create dashboard with appropriate widgets using real field IDs
4. Use get_dashboard to verify creation and see current configuration
5. When modifying, first understand current config before making changes
- Common layouts: 4 KPIs in a row (columnSpan 3), 2 charts side by side (columnSpan 6), full width chart (columnSpan 12)
## Best Practices
@@ -274,7 +226,7 @@ Text content widget:
- Group related charts together
- Use consistent heights within rows
- Start simple, add complexity as needed
- When user asks to modify a chart, clarify if they want to change settings OR change chart type`,
- When modifying a chart, confirm whether the user wants to change settings or change chart type`,
isCustom: false,
},
}),