Commit Graph

7 Commits

Author SHA1 Message Date
Félix Malfait 3ad3e8bd1a feat: kanban, calendar and group-by table layouts for dashboard view widgets (#22963)
## Context

Dashboard view widgets previously only rendered flat tables. This PR
ships the full feature: **Table with group-by**, **Kanban**, and
**Calendar** layouts for dashboard view widgets — server API + frontend,
end-to-end. (Originally staged as a 4-PR stack — #22966, #22967, #22968
— consolidated here per review.)

## Server / API

- **View typing.** Adds `KANBAN_WIDGET` and `CALENDAR_WIDGET` to
`ViewType` (following the `TABLE_WIDGET` precedent) so widget-backing
views keep their layout in `view.type` while staying excluded from
record-index pickers. Shared `getViewLayoutFromViewType()` maps widget
types to their base layout; `isWidgetViewType()` centralizes the
exclusions that were previously hardcoded per-site.
- **Migrations.** Two fast instance commands (**2.23**): `ALTER TYPE
core.view_type_enum ADD VALUE` for both values, and a widened
`CHK_VIEW_CALENDAR_INTEGRITY` constraint covering `CALENDAR_WIDGET`
(entity `@Check` updated for fresh installs).
- **Validation.** `FlatViewValidatorService` keys kanban/calendar
validation on the mapped layout, so widget views get the same invariants
as index views (kanban needs a groupable group-by field; calendar needs
a date field + layout). Calendar widget views default to month; a
non-month (DAY/WEEK) layout is rejected at the API level **unless** the
`IS_CALENDAR_WEEK_VIEW_ENABLED` feature flag is enabled for the
workspace — the same flag that gates day/week on index calendars.
- **API.** `upsertViewWidget` (LAYOUTS permission) accepts a nested
`view` settings input (`type`, `mainGroupByFieldMetadataId`,
`shouldHideEmptyGroups`, kanban aggregate/column-width, calendar
layout/fields). Routes through the standard update path, so `viewGroups`
auto-generate from SELECT options exactly like index views. Only widget
view types accepted; only `RECORD_TABLE` widgets can change view
settings.
- **AI tools.** `create-complete-dashboard` + `create_view` now
use/allow the `*_WIDGET` types (previously they created plain `TABLE`
views that leak into index pickers).

## Frontend

**Settings panel.** The **Source** (object) row comes first, since which
layouts are available depends on it. The **Layout** row below is a
working dropdown (Table / Kanban / Calendar); layouts the source object
can't support are **disabled with a hint** ("Needs a Select field" /
"Needs a Date field") rather than hidden. Group-by row (select fields;
searchable) with a **Hide empty groups** toggle while grouped; **Date
field** row replaces Group by while Calendar is active, and — when the
`IS_CALENDAR_WEEK_VIEW_ENABLED` flag is on — a **Calendar view** row
(Day / Week / Month) appears beside it; **Limit** row hidden while
grouped (only the flat virtualized loader enforces it). Kanban keeps its
group-by locked (no `None` option).

**Instant edit-mode preview.** Draft snapshots carry `viewGroups`;
picking a group-by synthesizes them client-side
(`buildDraftViewGroupsForFieldMetadataItem`, mirroring the server's
generation), so grouped tables/boards preview immediately before
dashboard save. On save, `upsertViewWidget` responses hand back the
server-generated groups, which replace the client-generated ones in the
persisted snapshot.

**Renderers.** `RecordTableWidgetRendererContent` branches on the
backing view's layout: `RecordBoardWidget` (wraps the standard
`RecordBoardContainer`) and `RecordCalendarWidget` (mounts the existing
`RecordCalendar`, which renders month / day / week) inside the same
per-widget provider sandbox the table uses.

**Read-only semantics.** Two flags with distinct scopes, each documented
on its state:
- `isRecordBoardViewSettingsReadOnlyComponentState` — locks the board
chrome that edits view settings (add group, column reorder/resize/menu,
aggregates); **card drag still updates records** under object
permissions.
- `isRecordCalendarReadOnlyComponentState` — widget calendars are
read-only by default (no drag, no add-new, no in-calendar layout
switch); cards open the side panel. The one exception, behind
`IS_CALENDAR_WEEK_VIEW_ENABLED`: a **live (non edit-mode) day/week**
widget calendar allows drag-to-reschedule and record creation under
object permissions. Month calendars and edit-mode previews stay
read-only.

**Calendar state componentization.** The calendar module's three
settings move from global atoms to component states keyed on
`RecordCalendarComponentInstanceContext` (same pattern as record-board),
so several calendar widgets and an index-page calendar can coexist
without leaking state. All readers resolve the ambient instance;
calendar unit tests updated.

**Multi-instance fixes that also fix index pages:** record drag states
were written against a different instance than every reader resolves
(now use the ambient instance); the board sticky-header DOM id is
namespaced per board; dragged board cards portal to `document.body`
while dragging so react-grid-layout's transforms can't offset
the clone from the pointer.

## Scope (v1)

- Widget calendars are month-only and read-only by default. With
`IS_CALENDAR_WEEK_VIEW_ENABLED` enabled, day/week layouts become
selectable (UI + API) and live day/week widget calendars support
drag-to-reschedule and record creation under object permissions.
- Widget group-by offers SELECT fields only (server auto-generates
groups from options; widgets have no per-record add-group flow).

## Tests

- Integration: `upsert-view-widget-view-settings.integration-spec.ts` (9
tests — group auto-creation, invalid type/field rejections, non-month
calendar widget rejected while the week/day flag is off and accepted
once it's enabled, combined settings+fields call); pre-existing
`upsert-view-widget` suite (20) green.
- Front: new suites for draft view-group generation and snapshot
clone/build utils; calendar suites componentized; full `twenty-front`
jest, typecheck, oxlint green; `twenty-server` typecheck + lint green.
- Browser-verified end-to-end (real dev server + seeded workspace):
configure → live edit-mode preview → save → reload for all three
layouts; measured drag with pointer inside the card; index-page calendar
re-verified (with the week/day flag enabled).

https://claude.ai/code/session_01E5N87kwwZWhDtEQaP72cMf
2026-07-21 15:41:08 +02:00
Weiko 25bd2897a3 Add weekly layout to record calendar (#22819)
## Summary

- Add a week layout to record calendar views and persist the selected
layout.
- Render `DATE` calendars as an all-day week and `DATE_TIME` calendars
as an hourly week.
- Add an optional end date field across calendar configuration,
metadata, persistence, and complete-view upserts.
- Use configured end values for ranged and multi-day events, with a
one-hour fallback when a `DATE_TIME` end is absent or invalid.
- Keep calendar cards consistent with the existing compact view,
including checkbox selection and whole-card record opening.
- Gate the weekly layout and end-date behavior behind the public Labs
`IS_CALENDAR_WEEK_VIEW_ENABLED` workspace feature flag.

## Week interactions

- Show overlapping timed events side by side and cap the visible records
at two per day.
- Display start and end times on timed cards, enforce a readable
30-minute minimum height, and keep today’s text contrast stronger.
- Drag timed events between days and times with 30-minute snapping while
preserving their duration, including zero-duration events.
- Show a create button when hovering a 30-minute slot; keyboard users
can focus a day, move the slot with the arrow keys, and reach the same
contextual action.
- Initialize new records with the selected slot time and a compatible
writable end value one hour later.
- Show the workspace time zone and current-time indicator in timed
weeks; date-only weeks keep the all-day section without an hourly grid.

## Configuration and data loading

- Only allow end fields that match the start field type, and prevent
selecting the same field for both boundaries.
- Load records whose ranges overlap the visible period so month and week
layouts display the same relevant records.
- Resolve and persist calendar end fields when updating existing views
through `upsert_complete_view`.
- Fall back to Month and ignore the configured end field while the flag
is disabled, without overwriting either persisted setting, so
re-enabling restores the previous configuration.
- Expose the flag in Labs and keep it default-off for workspaces without
a stored value; enable it in the development seeder.

<img width="1285" height="808" alt="Screenshot 2026-07-15 at 15 50 17"
src="https://github.com/user-attachments/assets/b7e3f7f1-ca77-492f-8cce-cca186ebca0b"
/>
2026-07-15 16:30:18 +02:00
Paul Rastoin b2a4bb0e0c docs(apps): add Targeting System Fields page (#22856)
## What

Adds a docs page teaching app developers how to reference auto-created
**system fields** (`createdAt`, `updatedAt`, `id`, …) from views and
other entities, and makes the API it documents real by exporting
`generateDefaultFieldUniversalIdentifier` from the SDK.

## Why

System fields are provisioned by the server, so they're never declared
with `defineField()` and have no importable `universalIdentifier`
constant. Since 2.19 their universal identifier is derived
deterministically from the application id, the object id and the field
name. Hardcoding an invented id fails sync with `INVALID_VIEW_DATA:
Field metadata not found` (this is exactly what broke the
twenty-partners `createdAt` view column).

The twenty-partners app already imports
`generateDefaultFieldUniversalIdentifier` from `twenty-sdk/define`, but
the function was never exported from the SDK. This PR adds the export
and documents the pattern.

## Changes

- **New page** `data/system-fields.mdx` — "Targeting System Fields":
- Lists the 8 system fields (`id`, `createdAt`, `updatedAt`,
`deletedAt`, `createdBy`, `updatedBy`, `position`, `searchVector`).
- Explains the deterministic derivation and the sync error from
hardcoding ids.
- Documents `generateDefaultFieldUniversalIdentifier({
applicationUniversalIdentifier, objectUniversalIdentifier, fieldName })`
with a full `defineView` example.
- Contrasts with standard objects (use
`STANDARD_OBJECT_UNIVERSAL_IDENTIFIERS.<object>.fields.<field>.universalIdentifier`)
and notes that `name` is a default, not system, field.
- **SDK export** — new `generate-default-field-universal-identifier.ts`
wrapping the existing `getFieldUniversalIdentifier` from
`twenty-shared/application` (`name` → `fieldName`), exported from
`define/index.ts`.
- Registered the page in `docs.json` (Data group) and cross-linked it
from the Views doc.

## Notes

`node_modules` isn't installed in this environment, so `nx typecheck`
wasn't run. The wrapper is a signature-matched pass-through and the
`twenty-shared/application` subpath + `getFieldUniversalIdentifier`
barrel export were both verified to exist.

---
_Generated by [Claude
Code](https://claude.ai/code/session_017B7VivHcqZYjn3ukestY9U)_

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---------

Co-authored-by: github-actions <github-actions@twenty.com>
2026-07-13 12:39:06 +00:00
martmull 3a9f405e6c docs(apps): document missing enum values and complete entity references (#22691)
Part 4 of the app-docs audit series (after #22688, #22689, #22690).
Focus: values that exist in the SDK but never made it into the docs. All
value lists were extracted from `twenty-shared` / `twenty-sdk` source.

## What this adds/fixes

**data/objects.mdx**
- New "Field types" section with the complete `FieldType` value set (24
values, grouped by category, with the composite/`SELECT` caveats and the
lowercase `universalSettings.dataType` values for `NUMBER`). Previously
no page listed the available field types — readers had to
reverse-engineer them from scattered examples.

**layout/views.mdx**
- `ViewFilterOperand` was imported from `twenty-shared/types` in the
example; it's re-exported from `twenty-sdk/define`, which is the
supported import surface for apps.
- New "Optional properties" table covering what the page omitted: `type`
(`ViewType.TABLE`/`KANBAN`/`CALENDAR`), `visibility`, `openRecordIn`,
`sorts`, kanban aggregate settings, and calendar settings.

**getting-started/scaffolding.mdx**
- The `dev:add` table listed 10 of 14 entity types; added
`pageLayoutTab`, `commandMenuItem`, `viewField`, and
`connectionProvider` (paths follow the CLI's kebab-case convention).

**layout/navigation-menu-items.mdx**
- Note about `NavigationMenuItemType.RECORD`: it exists in the enum but
is internal (user favorites) and has no manifest field to reference a
record, so apps can't use it — documented to prevent confusion about the
"missing" value.

Only English sources were touched; `l/<locale>` copies come from
Crowdin.

---
_Generated by [Claude
Code](https://claude.ai/code/session_01ExboyDAT19khDuKXaYXETT)_

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Co-authored-by: Martin <martin@twenty.com>
2026-07-09 10:29:22 +02:00
Weiko 08682fb3f5 Various fixes - some AI findings (#20921)
App permissions tab:
- The fallback uuidv4() for a marketplace field was generated twice, so
id and universalIdentifier could diverge; it's now computed once and
reused as it seemed to be the intention (even though I don't really
think it's a good idea)
- Renamed buildobjectMetadataItemsFromMarketplaceApp →
buildObjectMetadataItemsFromMarketplaceApp to follow camelCase.

Morph relation validation:
- Fixed the user-facing message "At least one relation is require" →
"...is required"
- Typos in the related test descriptions (Morh → Morph, samefield → same
field) and their snapshots.

Docs
- The UUID field-type row in views.mdx only listed IS; updated to the
full set supported by FILTER_OPERANDS_MAP (IS, IS_NOT, IS_EMPTY,
IS_NOT_EMPTY).
2026-05-26 14:43:50 +00:00
nitin 068d365731 feat(sdk): error on incompatible view filter operand at sync time (#20763)
view filters with mismatched operand + field type now error at sync --
was silently failing before
2026-05-22 09:01:40 +00:00
Jonathan Bredo 2eae25dc34 Improved create-twenty-app documentation for AI coding agents (#20325)
Added a bit of enhanced context for better agentic coding, based on this
[Discord
conversation](https://discord.com/channels/1130383047699738754/1130383048173682821/1501538550301331477).

---------

Co-authored-by: Félix Malfait <felix@twenty.com>
Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
2026-05-07 14:31:27 +02:00