Move open-record-in to object metadata and member preference (#23614)

Replaces the per-view "Open in" setting with a two-level model,
following up on #23422 / #23424 and superseding the closed #23446 and
#23457:

- `objectMetadata.openRecordIn`: `SIDE_PANEL` | `RECORD_PAGE` |
`USER_CHOICE` (default `USER_CHOICE`)
- `workspaceMember.openRecordIn`: `SIDE_PANEL` | `RECORD_PAGE` (default
`SIDE_PANEL`), editable in Settings > Experience

The rule: records open where the member prefers, unless the object pins
them, and never in a panel there is no room for (mobile always resolves
to the record page).

## Why

Having the setting on views, objects and members at once was heavy, and
view-level resolution was fragile: a chip rendered outside a view
(notes, front components, kanban cards pointing at another object) had
no view to read from, which is the class of bug behind #23422.
Resolution is now context-free: it needs only the object, the current
member and the viewport, so chips behave identically everywhere by
construction.

## Changes

**Object level**
- New `openRecordIn` enum column on `objectMetadata`, editable through
`updateOneObject` and surfaced in Settings > Data model > Object >
Layout ("Open records in": Member preference / Side Panel / Record Page)
- Standard definitions pin `workflow`, `workflowVersion`, `dashboard`
and `messageCampaign` to the record page (matching the previously
hardcoded list) and `calendarEvent` to the side panel (it has no curated
record page); everything else, including `workflowRun`, follows the
member preference
- Apps can set it in `defineObject()` via the object manifest

**Member level**
- New `openRecordIn` standard field on `workspaceMember`, persisted
through the existing settings path (same as `colorScheme`) and exposed
in Settings > Experience

**View level (deprecated)**
- `view.openRecordIn` is no longer read or written by the frontend; the
"Open in" entry is gone from the view options dropdown
- The column, DTO field and inputs are kept for one release for API
compatibility: the output field carries a `deprecationReason`, the
inputs keep accepting the value with a `Deprecated:` description (NestJS
silently drops input fields that have a `deprecationReason`, which would
have been a breaking change)

**Upgrade (2.27)**
- Fast instance command adds the `objectMetadata.openRecordIn` column
defaulting to `USER_CHOICE`
- Workspace command adds the `workspaceMember.openRecordIn` field
- Workspace command seeds the object column from the standard
definitions (any non-`USER_CHOICE` value), then lifts deliberate
per-view record page choices onto objects the definitions don't pin

**Debt removed**
- `canOpenObjectInSidePanel` hardcoded object list and its test
- `ObjectOptionsDropdownLayoutOpenInContent` and the `layoutOpenIn`
dropdown wiring
- `DefaultViewOpenRecordIn`
- Context-store/view-based resolution in `useResolveOpenRecordIn` (now
reads object metadata + member + viewport)
- Front components no longer guess from the current view: an explicit
side-panel call honours a pinned object and the viewport, nothing else

## Verification

- Ran the three upgrade commands against a live database: column
created, the pinned standard objects seeded per workspace (record page
pins plus calendarEvent to side panel), member field backfilled to
`SIDE_PANEL`; seed rerun is a no-op
- Seed command verified on a simulated pre-upgrade workspace (index view
set to record page on company): pins the standard objects plus company,
idempotent on rerun
- Both packages typecheck and lint clean; affected unit suites and the
application sync, view creation and metadata cache integration specs
pass

---------

Co-authored-by: Thomas des Francs <tdesfrancs@gmail.com>
This commit is contained in:
Félix Malfait
2026-07-31 18:28:55 +02:00
committed by GitHub
parent 6f361a9bf2
commit f663cd3c68
116 changed files with 2395 additions and 1544 deletions
@@ -7,7 +7,6 @@ import { ObjectOptionsDropdownFieldsContent } from '@/object-record/object-optio
import { ObjectOptionsDropdownHiddenFieldsContent } from '@/object-record/object-options-dropdown/components/ObjectOptionsDropdownHiddenFieldsContent';
import { ObjectOptionsDropdownHiddenRecordGroupsContent } from '@/object-record/object-options-dropdown/components/ObjectOptionsDropdownHiddenRecordGroupsContent';
import { ObjectOptionsDropdownLayoutContent } from '@/object-record/object-options-dropdown/components/ObjectOptionsDropdownLayoutContent';
import { ObjectOptionsDropdownLayoutOpenInContent } from '@/object-record/object-options-dropdown/components/ObjectOptionsDropdownLayoutOpenInContent';
import { ObjectOptionsDropdownMenuContent } from '@/object-record/object-options-dropdown/components/ObjectOptionsDropdownMenuContent';
import { ObjectOptionsDropdownRecordGroupFieldsContent } from '@/object-record/object-options-dropdown/components/ObjectOptionsDropdownRecordGroupFieldsContent';
import { ObjectOptionsDropdownRecordGroupsContent } from '@/object-record/object-options-dropdown/components/ObjectOptionsDropdownRecordGroupsContent';
@@ -26,8 +25,6 @@ export const ObjectOptionsDropdownContent = () => {
switch (currentContentId) {
case 'layout':
return <ObjectOptionsDropdownLayoutContent />;
case 'layoutOpenIn':
return <ObjectOptionsDropdownLayoutOpenInContent />;
case 'fields':
return <ObjectOptionsDropdownFieldsContent />;
case 'hiddenFields':
@@ -34,8 +34,6 @@ import {
IconCalendarWeek,
IconChevronLeft,
IconLayoutList,
IconLayoutNavbar,
IconLayoutSidebarRight,
IconTable,
} from 'twenty-ui/icon';
import { OverflowingTextWithTooltip } from 'twenty-ui/surfaces';
@@ -43,7 +41,6 @@ import { MenuItem, MenuItemSelect, MenuItemToggle } from 'twenty-ui/navigation';
import {
FeatureFlagKey,
ViewCalendarLayout,
ViewOpenRecordIn,
} from '~/generated-metadata/graphql';
export const ObjectOptionsDropdownLayoutContent = () => {
@@ -129,7 +126,6 @@ export const ObjectOptionsDropdownLayoutContent = () => {
ViewType.TABLE,
...(isDefaultView ? [] : [ViewType.KANBAN]),
...(!isDefaultView ? [ViewType.CALENDAR] : []),
ViewOpenRecordIn.SIDE_PANEL,
...(currentView?.type === ViewType.KANBAN ? ['Group'] : []),
...(currentView?.type === ViewType.CALENDAR
? [
@@ -285,32 +281,6 @@ export const ObjectOptionsDropdownLayoutContent = () => {
</SelectableListItem>
</>
)}
<SelectableListItem
itemId={ViewOpenRecordIn.SIDE_PANEL}
onEnter={() => {
onContentChange('layoutOpenIn');
}}
>
<MenuItem
focused={selectedItemId === ViewOpenRecordIn.SIDE_PANEL}
LeftIcon={
currentView?.openRecordIn === ViewOpenRecordIn.SIDE_PANEL
? IconLayoutSidebarRight
: IconLayoutNavbar
}
text={t`Open in`}
onClick={() => {
onContentChange('layoutOpenIn');
}}
contextualText={
currentView?.openRecordIn === ViewOpenRecordIn.SIDE_PANEL
? t`Side Panel`
: t`Record Page`
}
contextualTextPosition="right"
hasSubMenu
/>
</SelectableListItem>
{currentView?.type === ViewType.KANBAN && (
<SelectableListItem
itemId="Group"
@@ -1,121 +0,0 @@
import { OBJECT_OPTIONS_DROPDOWN_ID } from '@/object-record/object-options-dropdown/constants/ObjectOptionsDropdownId';
import { useObjectOptionsDropdown } from '@/object-record/object-options-dropdown/hooks/useObjectOptionsDropdown';
import { useUpdateObjectViewOptions } from '@/object-record/object-options-dropdown/hooks/useUpdateObjectViewOptions';
import { useRecordIndexContextOrThrow } from '@/object-record/record-index/contexts/RecordIndexContext';
import { canOpenObjectInSidePanel } from '@/object-record/utils/canOpenObjectInSidePanel';
import { DropdownContent } from '@/ui/layout/dropdown/components/DropdownContent';
import { DropdownMenuHeader } from '@/ui/layout/dropdown/components/DropdownMenuHeader/DropdownMenuHeader';
import { DropdownMenuHeaderLeftComponent } from '@/ui/layout/dropdown/components/DropdownMenuHeader/internal/DropdownMenuHeaderLeftComponent';
import { DropdownMenuItemsContainer } from '@/ui/layout/dropdown/components/DropdownMenuItemsContainer';
import { SelectableList } from '@/ui/layout/selectable-list/components/SelectableList';
import { SelectableListItem } from '@/ui/layout/selectable-list/components/SelectableListItem';
import { selectedItemIdComponentState } from '@/ui/layout/selectable-list/states/selectedItemIdComponentState';
import { useAtomComponentStateValue } from '@/ui/utilities/state/jotai/hooks/useAtomComponentStateValue';
import { useGetCurrentViewOnly } from '@/views/hooks/useGetCurrentViewOnly';
import { ViewOpenRecordIn } from '~/generated-metadata/graphql';
import { t } from '@lingui/core/macro';
import {
IconChevronLeft,
IconLayoutNavbar,
IconLayoutSidebarRight,
} from 'twenty-ui/icon';
import { MenuItemSelect } from 'twenty-ui/navigation';
export const ObjectOptionsDropdownLayoutOpenInContent = () => {
const { onContentChange } = useObjectOptionsDropdown();
const { currentView } = useGetCurrentViewOnly();
const { setAndPersistOpenRecordIn } = useUpdateObjectViewOptions();
const { objectMetadataItem } = useRecordIndexContextOrThrow();
const canOpenInSidePanel = canOpenObjectInSidePanel(
objectMetadataItem.nameSingular,
);
const selectedItemId = useAtomComponentStateValue(
selectedItemIdComponentState,
OBJECT_OPTIONS_DROPDOWN_ID,
);
const selectableItemIdArray = [
ViewOpenRecordIn.SIDE_PANEL,
ViewOpenRecordIn.RECORD_PAGE,
];
return (
<DropdownContent>
<DropdownMenuHeader
StartComponent={
<DropdownMenuHeaderLeftComponent
onClick={() => onContentChange('layout')}
Icon={IconChevronLeft}
/>
}
>
{t`Open in`}
</DropdownMenuHeader>
<DropdownMenuItemsContainer>
<SelectableList
selectableListInstanceId={OBJECT_OPTIONS_DROPDOWN_ID}
focusId={OBJECT_OPTIONS_DROPDOWN_ID}
selectableItemIdArray={selectableItemIdArray}
>
<SelectableListItem
itemId={ViewOpenRecordIn.SIDE_PANEL}
onEnter={() => {
if (!canOpenInSidePanel) {
return;
}
setAndPersistOpenRecordIn(
ViewOpenRecordIn.SIDE_PANEL,
currentView,
);
}}
>
<MenuItemSelect
LeftIcon={IconLayoutSidebarRight}
text={t`Side Panel`}
selected={
currentView?.openRecordIn === ViewOpenRecordIn.SIDE_PANEL
}
focused={selectedItemId === ViewOpenRecordIn.SIDE_PANEL}
onClick={() => {
if (!canOpenInSidePanel) {
return;
}
setAndPersistOpenRecordIn(
ViewOpenRecordIn.SIDE_PANEL,
currentView,
);
}}
disabled={!canOpenInSidePanel}
/>
</SelectableListItem>
<SelectableListItem
itemId={ViewOpenRecordIn.RECORD_PAGE}
onEnter={() =>
setAndPersistOpenRecordIn(
ViewOpenRecordIn.RECORD_PAGE,
currentView,
)
}
>
<MenuItemSelect
LeftIcon={IconLayoutNavbar}
text={t`Record Page`}
selected={
currentView?.openRecordIn === ViewOpenRecordIn.RECORD_PAGE
}
onClick={() =>
setAndPersistOpenRecordIn(
ViewOpenRecordIn.RECORD_PAGE,
currentView,
)
}
focused={selectedItemId === ViewOpenRecordIn.RECORD_PAGE}
/>
</SelectableListItem>
</SelectableList>
</DropdownMenuItemsContainer>
</DropdownContent>
);
};
@@ -1,7 +1,6 @@
import { useSetAtomComponentState } from '@/ui/utilities/state/jotai/hooks/useSetAtomComponentState';
import { useUpdateCurrentView } from '@/views/hooks/useUpdateCurrentView';
import { type GraphQLView } from '@/views/types/GraphQLView';
import { type ViewOpenRecordIn } from '~/generated-metadata/graphql';
import { viewPickerInputNameComponentState } from '@/views/view-picker/states/viewPickerInputNameComponentState';
import { viewPickerSelectedIconComponentState } from '@/views/view-picker/states/viewPickerSelectedIconComponentState';
import { useCallback } from 'react';
@@ -17,16 +16,6 @@ export const useUpdateObjectViewOptions = () => {
const { updateCurrentView } = useUpdateCurrentView();
const setAndPersistOpenRecordIn = useCallback(
(openRecordIn: ViewOpenRecordIn, view: GraphQLView | undefined) => {
if (!view) return;
updateCurrentView({
openRecordIn,
});
},
[updateCurrentView],
);
const setAndPersistViewName = useCallback(
(viewName: string, view: GraphQLView | undefined) => {
if (!view) return;
@@ -50,7 +39,6 @@ export const useUpdateObjectViewOptions = () => {
);
return {
setAndPersistOpenRecordIn,
setAndPersistViewName,
setAndPersistViewIcon,
};
@@ -1,6 +1,5 @@
export type ObjectOptionsContentId =
| 'layout'
| 'layoutOpenIn'
| 'fields'
| 'hiddenFields'
| 'recordGroups'