## PR description
The previous approach used a detached flag to represent selection mode,
which could was not synced sync with actual UI selection state. This
change ties the edit mode's selection/fallback behavior directly to
whether records are truly selected in the record index.
- Removes `commandMenuItemEditSelectionModeState` (a standalone 'none' |
'selection' atom) and replaces it with
`mainContextStoreHasSelectedRecordsSelector`, which derives selection
state from the real record selection in the context store.
- Adds `useSelectFirstRecordForEditMode` to programmatically select the
first record (table row or kanban card) when toggling to selection mode,
and useResetRecordIndexSelection to clear selection when toggling off or
exiting edit mode.
- Ensures record selection is properly cleaned up when exiting layout
customization mode or closing the side panel.
## Video QA
### Table
https://github.com/user-attachments/assets/1d845809-8369-4872-b3a9-a0281b8e464b
### Board
https://github.com/user-attachments/assets/325c2d58-4ca0-408a-ab4a-66b97d9d70de
In navbar edit mode, selecting an item for edit stored
selectedNavigationMenuItemIdInEditModeState (and related
pending-insertion state). Closing the side panel did not reset those
atoms, so the nav item stayed visually selected. Reset both when the
panel closes so the highlight matches the closed panel; reopening in
edit mode then starts from the generic “new item” entry unless the user
picks an item again.
## Summary
- Adds an object type filter dropdown to the side panel, allowing users
to scope record search results to a specific object type (e.g. People,
Companies, Opportunities)
- The filter appears as a funnel icon next to the search input in both
the global search (SearchRecords page) and the "Pick a record" sidebar
flow
- Replaces the AI sparkles button on the search records page with the
filter icon
- Uses colored icons matching the navigation menu style
(NavigationMenuItemStyleIcon + getStandardObjectIconColor)
## Test plan
- [ ] Open the side panel, type something to enter SearchRecords mode,
verify the filter icon appears
- [ ] Click the filter icon, verify the dropdown opens with "Object"
header, search input, "All Objects" and individual object types with
colored icons
- [ ] Select an object type, verify only records of that type appear in
search results
- [ ] Select "All Objects", verify all record types appear again
- [ ] Verify the filter icon turns blue when a filter is active
- [ ] In layout customization mode, add a new sidebar item > Record,
verify the filter dropdown also works there
- [ ] Close and reopen the side panel, verify the filter resets to "All
Objects"
- [ ] Verify the AI sparkles button no longer appears on the command
menu root page
- [ ] Verify the AI edit icon still appears on Ask AI pages
Made with [Cursor](https://cursor.com)
### What
Unifies record page layout editing and navigation menu editing into a
single global "layout customization" session. Dashboard editing stays
separate.
### How it works
**Two edit mode systems, one context-based read:**
- `isLayoutCustomizationModeEnabledState` -- global atom for record
pages + navigation
- `isDashboardInEditModeComponentState` -- dashboard-only, independent
per-component atom
- `PageLayoutEditModeProvider` -- context that dispatches to
`RecordPageLayoutEditModeProvider` (reads global atom) or
`DashboardPageLayoutEditModeProvider` (reads component atom), one
component per file
**Session registry + independent atoms:**
- `activeCustomizationPageLayoutIdsState` -- accumulates page layout IDs
as user navigates during customization (`string[]`)
- Save/cancel iterate the ID list and read each layout's draft/persisted
atoms independently
- Follows the same pattern as `settingsRoleIdsState` +
`settingsDraftRoleFamilyState`
**Unified UI:**
- `LayoutCustomizationBar` replaces the old `NavigationMenuEditModeBar`
- Enter once -- edit record layouts + navigation -- save/cancel
everything together
- `useSaveLayoutCustomization` orchestrates sequential save: navigation
draft -- page layouts -- field widget groups
- Error snackbar on partial save failure (with TODO for future atomic
server mutation)
**Draft protection during customization:**
- `PageLayoutRelationWidgetsSyncEffect` guarded -- only updates
persisted state from server, skips draft/currentLayouts while
customization is active
- `useExecuteTasksOnAnyLocationChange` skips draft reset when
customization mode is enabled
- Command execution blocked during layout customization
### Cleanup
- Deleted `NavigationMenuEditModeBar`,
`isNavigationMenuInEditModeState`,
`isPageLayoutInEditModeComponentState`,
`useIsGlobalLayoutCustomizationActive`
- `DraftPageLayout` type changed from `Omit` to `Pick` (explicit fields)
- Removed save/cancel from `DefaultRecordCommandMenuItemsConfig` (bar
handles it now)
- Extracted `useSaveFieldsWidgetGroups` from save orchestration
- Split `PageLayoutEditModeProvider` into 3 separate files (one
component per file, Twenty convention)
### Known issues
- **Stale deleted widget after save (pre-existing on `main`)**: Delete
widget -- save -- exit customization -- Apollo cache stale -- sync
effect overwrites Jotai from stale data -- widget reappears until
refresh. Separate PR needed, likely tied to the planned server-side
`saveLayoutCustomization` atomic endpoint.
### Open questions
- **Module location**: Layout customization hooks/states live in `/app`
-- should they move to their own `modules/layout-customization/`?
- **Atomic server mutation**: All save mutations are on metadata schema
(`createNavigationMenuItem`, `deleteNavigationMenuItem`,
`updateNavigationMenuItem`, `updatePageLayoutWithTabsAndWidgets`,
`upsertFieldsWidget`). A single `saveLayoutCustomization` endpoint could
make saves truly atomic.
https://github.com/user-attachments/assets/036ef542-97f3-485b-a68f-3726002c81fb
## Summary
- Reorganizes the `navigation-menu-item` frontend module from a flat
structure into `common/`, `display/`, and `edit/` subfolders with
type-specific subdirectories (`link/`, `folder/`, `object/`, `view/`,
`record/`)
- Every file is now in a leaf folder describing its type: `components/`,
`hooks/`, `utils/`, `types/`, or `constants/`
- Moves 14 NavigationMenuItem-related components out of
`object-metadata/` and `side-panel/pages/` into the
`navigation-menu-item` module where they belong
- Creates type-specific display utility functions (e.g.,
`getLinkNavigationMenuItemLabel`,
`getObjectNavigationMenuItemComputedLink`) to replace generic
switch-based functions
- Unifies the Favorites section drag-and-drop from `@hello-pangea/dnd`
to `@dnd-kit/react`, matching the Workspace section's DnD library
- Renames Favorites section components from `CurrentWorkspaceMember*` to
`Favorites*` for clarity
- Deletes unused `FavoritesDragDropProviderContent` and
`NavbarDragProvider`
## Test plan
- [x] `npx nx typecheck twenty-front` passes
- [x] `npx nx lint:diff-with-main twenty-front` passes (0 warnings, 0
errors)
- [x] `npx nx test twenty-front` passes (763 suites, 4467 tests)
- [ ] Verify favorites drag-and-drop still works in the UI (reorder
items, move between folders)
- [ ] Verify workspace edit mode drag-and-drop still works
- [ ] Verify "add to navigation" drag from command menu/side panel still
works
Raphaël Bosi