## Context
Moving isActive filtering to the frontend for page layout tabs and
widgets, hiding inactive entities from the UI while keeping them in
state for future reactivation
Next we will implement deactivated standard tab re-activation during tab
creation (cc @Devessier)
<img width="234" height="303" alt="📋 Menu (Slots)"
src="https://github.com/user-attachments/assets/17a25ac6-55e2-4778-b7f0-e7554ed69704"
/>
### 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
- Allow widgets to be hidden based on device's type conditions: desktop
or mobile
- Create two widgets for rich text fields on tasks and notes. One widget
is displayed below fields on mobile (and in the right drawer); the other
is displayed on a separate tab on desktop
- In read mode, hide tabs if they contain no visible widgets. If there
is no tab left to display, display at least the first one with no
widgets.
- In edit mode, display all tabs and all widgets.
## Demo
https://github.com/user-attachments/assets/65ef1261-3902-4432-a420-48983b763b2c
Closes https://github.com/twentyhq/core-team-issues/issues/1811
Weiko