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
@@ -9,7 +9,10 @@ import {
UpdateDateColumn,
} from 'typeorm';
import { ObjectOpenRecordIn } from 'twenty-shared/types';
import { ADD_METADATA_OVERRIDES_COLUMN_UPGRADE_COMMAND_NAME } from 'src/database/commands/upgrade-version-command/2-19/add-metadata-overrides-column-upgrade-command-name.constant';
import { ADD_OBJECT_METADATA_OPEN_RECORD_IN_UPGRADE_COMMAND_NAME } from 'src/database/commands/upgrade-version-command/2-27/add-object-metadata-open-record-in-upgrade-command-name.constant';
import { DROP_METADATA_STANDARD_OVERRIDES_COLUMN_UPGRADE_COMMAND_NAME } from 'src/database/commands/upgrade-version-command/2-20/drop-metadata-standard-overrides-column-upgrade-command-name.constant';
import { type WorkspaceEntityDuplicateCriteria } from 'src/engine/api/graphql/workspace-query-builder/types/workspace-entity-duplicate-criteria.type';
import { WasIntroducedInUpgrade } from 'src/engine/core-modules/upgrade/decorators/was-introduced-in-upgrade.decorator';
@@ -66,6 +69,16 @@ export class ObjectMetadataEntity
@Column({ nullable: true, type: 'text' })
color: string | null;
@WasIntroducedInUpgrade({
upgradeCommandName: ADD_OBJECT_METADATA_OPEN_RECORD_IN_UPGRADE_COMMAND_NAME,
})
@Column({
type: 'enum',
enum: Object.values(ObjectOpenRecordIn),
default: ObjectOpenRecordIn.USER_CHOICE,
})
openRecordIn: ObjectOpenRecordIn;
@WasIntroducedInUpgrade({
upgradeCommandName: ADD_METADATA_OVERRIDES_COLUMN_UPGRADE_COMMAND_NAME,
})