Commit Graph

9 Commits

Author SHA1 Message Date
Lucas Bordeau 96f3ff0e90 Add record table widget to dashboards (#18747)
## Demo



https://github.com/user-attachments/assets/584de452-544a-41f8-ae9f-4be9e9d0cd9f


## Problem
- Dashboards only supported chart widgets — tabular record data had no
inline widget type
- `RecordTable` was tightly coupled to the record index: HTML IDs, CSS
variables, and hover portals were global strings with no per-instance
scoping, so multiple tables on the same page would collide
- `updateRecordTableCSSVariable`, `RECORD_TABLE_HTML_ID`, and cell
portal IDs were hardcoded — placing two tables caused hover portals and
CSS column widths to bleed across instances
- Grid drag-select captured record UUIDs as cell IDs, producing `NaN`
layout coordinates and a full-page freeze on second widget creation

## Fix
- `RECORD_TABLE` is now a valid widget type across the full stack —
server DTOs, DB enum migration, universal config mapping, GraphQL
codegen, shared types (`RecordTableConfigurationDto`, `WidgetType`,
`addRecordTableWidgetType` migration)
- A record table widget can be placed on a dashboard and boots from a
View ID with no record index dependency —
`StandaloneRecordTableProvider` + `StandaloneRecordTableViewLoadEffect`
(wraps existing `RecordTableWithWrappers` unchanged)
- Selecting a data source auto-creates a dedicated View with up to 6
initial fields; switching source or deleting the widget cleans up the
View — `useCreateViewForRecordTableWidget` +
`useDeleteViewForRecordTableWidget`
- The settings panel exposes source, field visibility/reorder, filter
conditions, sort rules, and editable widget title —
`SidePanelPageLayoutRecordTableSettings` + sub-pages, matching chart
widget pattern
- Filters, sorts, and aggregate operations update the table in real time
but only persist to the View on explicit dashboard save —
`useSaveRecordTableWidgetsViewDataOnDashboardSave` (diff + flush on
save)
- Headers are always non-interactive (no dropdown, no cursor pointer);
columns are resizable only in edit mode; cells are non-editable in both
modes — `isRecordTableColumnHeadersReadOnlyComponentState`,
`isRecordTableColumnResizableComponentState`,
`isRecordTableCellsNonEditableComponentState` (Jotai component states)
- Hover portals and CSS column widths no longer bleed between multiple
table widgets — `getRecordTableHtmlId(tableId)`,
`getRecordTableCellId(tableId, …)`,
`updateRecordTableCSSVariable(tableId, …)` scope all DOM IDs and CSS
variables per instance
- Clicking inside a widget's content area no longer opens the settings
panel — `WidgetCardContent` stops click propagation when editable,
limiting settings-open to the card header and chrome
- Second widget creation no longer freezes the page —
`PageLayoutGridLayout` drag-select filters by `cell-` prefix to exclude
record UUIDs from grid cell detection

## Follow-up fixes

**Widget save flow**
- Saving a dashboard silently dropped record table widget changes
(column visibility, order, filters, sorts, aggregates) because widget
data save was bundled inside the layout save and only ran when layout
structure changed
- Widget data now persists independently via
`useSavePageLayoutWidgetsData`, called in all save paths (dashboard
save, record page save, layout customization save); saves are also
skipped when nothing has changed

**Drag-and-drop / checkbox columns in widget**
- Record table widgets showed the drag handle column and checkbox
selection column even though row reordering and multi-select are
meaningless in a read-only widget
- Two new component states
(`isRecordTableDragColumnHiddenComponentState`,
`isRecordTableCheckboxColumnHiddenComponentState`) hide each column
independently; widget tables now display only data columns

**Sticky column layout**
- Sticky positioning of the first three columns used `:nth-of-type` CSS
selectors — when drag or checkbox columns were hidden, the selector
targeted the wrong column and the first data column didn't stick
- Sticky CSS now targets semantic class names
(`RECORD_TABLE_COLUMN_DRAG_AND_DROP_WIDTH_CLASS_NAME`, etc.) so sticky
behavior is correct regardless of which columns are hidden

**Save/Cancel buttons during edit mode**
- Save and Cancel command-menu buttons were unpinned during dashboard
edit mode because the pin logic excluded all items while
`isPageInEditMode` was true
- Items whose availability expression contains `isPageInEditMode` are
now exempted from the unpin rule; Save/Cancel stay pinned during editing

**Title input auto-focus**
- Selecting "Record Table" as widget type auto-focused the title input,
interrupting the configuration flow
- `focusTitleInput` is now `false` when navigating to record table
settings

**Morph relation field error**
- A field with missing `morphRelations` metadata crashed the page with a
"refresh" error from `mapObjectMetadataToGraphQLQuery`
- Now returns an empty array and silently omits the field from the query
instead of crashing

**`updateRecordMutation` prop removal**
- `RecordTableWithWrappers` required callers to pass an
`updateRecordMutation` callback, duplicating `useUpdateOneRecord` at
every usage site
- The mutation is now owned inside `RecordTableContextProvider` via
`RecordTableUpdateContext`; the prop is gone

**Standalone → Widget module rename**
- `record-table-standalone` module renamed to `record-table-widget` —
`StandaloneRecordTable` → `RecordTableWidget`,
`StandaloneRecordTableViewLoadEffect` →
`RecordTableWidgetViewLoadEffect`, etc.

**RecordTableRow cell extraction**
- Row rendering logic (`RecordTableCellDragAndDrop`,
`RecordTableCellCheckbox`, `RecordTableFieldsCells`, hotkey/arrow-key
effects) was duplicated between `RecordTableRow` and
`RecordTableRowVirtualizedFullData`
- Extracted `RecordTableRowCells` (shared cell content) and
`RecordTableStaticTr` (non-draggable `<tr>` wrapper); when drag column
is hidden, rows render inside a static `<tr>` instead of the draggable
wrapper

**View load effect metadata tracking**
- `RecordTableWidgetViewLoadEffect` now tracks
`objectMetadataItem.updatedAt` alongside `viewId` to re-load states when
metadata changes (e.g. field additions), preventing stale column data

**Data source dropdown deduplication**
- Extracted `filterReadableActiveObjectMetadataItems` util, shared by
both chart and record table data source dropdowns — removes duplicated
permission-filtering logic

**RECORD_TABLE view identifier mapping (server)**
- Added `RECORD_TABLE` case to
`fromPageLayoutWidgetConfigurationToUniversalConfiguration` and
`fromUniversalConfigurationToFlatPageLayoutWidgetConfiguration` so
widget views are properly mapped during workspace import/export

**GraphQL error handler typing (server)**
- `formatError` parameter changed from `any` to `unknown`;
`workspaceQueryRunnerGraphqlApiExceptionHandler` broadened from
`QueryFailedErrorWithCode` to `Error | QueryFailedError` — removes
unsafe type casts

**Save hook signature**
- `useSaveRecordTableWidgetsViewDataOnDashboardSave` no longer takes
`pageLayoutId` in constructor; receives it as a callback parameter,
eliminating the need for `useAtomComponentStateCallbackState`

**Customize Dashboard hidden during edit mode**
- The "Customize Dashboard" command was still visible while already
editing — its `conditionalAvailabilityExpression` now includes `not
isPageInEditMode`

**Fields dropdown split**
- `RecordTableFieldsDropdownContent` (300+ lines) split into
`RecordTableFieldsDropdownVisibleFieldsContent` and
`RecordTableFieldsDropdownHiddenFieldsContent`

**Checkbox placeholder cleanup**
- Removed unnecessary `StyledRecordTableTdContainer` wrapper from
`RecordTableCellCheckboxPlaceholder`
2026-03-24 18:28:56 +01:00
nitin ab881350b2 refactor: unify layout customization mode (record pages + navigation) (#18640)
### 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
2026-03-17 16:24:09 +01:00
nitin 5853891b02 refactor!: rename Command Menu page/navigation layer to Side Panel (#18393) 2026-03-05 15:46:31 +01:00
Charles Bochet d81f006979 Rename Jotai state hooks and utilities to consistent Atom-based naming (#18209)
## Summary

Rename all Jotai-based state management hooks and utilities to a
consistent naming convention that:
1. Removes legacy Recoil naming (`useRecoilXxxV2`, `createXxxV2`)
2. Always includes `Atom` in the name to distinguish from jotai native
hooks
3. Follows a consistent ordering: `Atom` → `Component` → `Family` →
`Type` (`State`/`Selector`)
4. Includes the type qualifier (`State` or `Selector`) in all
value-reading hooks to avoid naming conflicts with jotai's native
`useAtomValue`

## Naming Convention

**Hooks**:
`use[Set]Atom[Component][Family][State|Selector][Value|State|CallbackState]`
**Utils**: `createAtom[Component][Family][State|Selector]`

## Changes

### Hooks renamed (definition files + all usages across ~1,500 files):

| Old Name (Recoil) | Intermediate (Atom) | Final Name |
|---|---|---|
| `useRecoilValueV2` | `useAtomValue` | **`useAtomStateValue`** |
| `useRecoilStateV2` | `useAtomState` | `useAtomState` |
| `useSetRecoilStateV2` | `useSetAtomState` | `useSetAtomState` |
| `useFamilyRecoilValueV2` | `useFamilyAtomValue` |
**`useAtomFamilyStateValue`** |
| `useSetFamilyRecoilStateV2` | `useSetFamilyAtomState` |
**`useSetAtomFamilyState`** |
| `useFamilySelectorValueV2` | `useFamilySelectorValue` |
**`useAtomFamilySelectorValue`** |
| `useFamilySelectorStateV2` | `useFamilySelectorState` |
**`useAtomFamilySelectorState`** |
| `useRecoilComponentValueV2` | `useAtomComponentValue` |
**`useAtomComponentStateValue`** |
| `useRecoilComponentStateV2` | `useAtomComponentState` |
`useAtomComponentState` |
| `useSetRecoilComponentStateV2` | `useSetAtomComponentState` |
`useSetAtomComponentState` |
| `useRecoilComponentFamilyValueV2` | `useAtomComponentFamilyValue` |
**`useAtomComponentFamilyStateValue`** |
| `useRecoilComponentFamilyStateV2` | `useAtomComponentFamilyState` |
`useAtomComponentFamilyState` |
| `useSetRecoilComponentFamilyStateV2` |
`useSetAtomComponentFamilyState` | `useSetAtomComponentFamilyState` |
| `useRecoilComponentSelectorValueV2` | `useAtomComponentSelectorValue`
| `useAtomComponentSelectorValue` |
| `useRecoilComponentFamilySelectorValueV2` |
`useAtomComponentFamilySelectorValue` |
`useAtomComponentFamilySelectorValue` |
| `useRecoilComponentStateCallbackStateV2` |
`useAtomComponentStateCallbackState` |
`useAtomComponentStateCallbackState` |
| `useRecoilComponentSelectorCallbackStateV2` |
`useAtomComponentSelectorCallbackState` |
`useAtomComponentSelectorCallbackState` |
| `useRecoilComponentFamilyStateCallbackStateV2` |
`useAtomComponentFamilyStateCallbackState` |
`useAtomComponentFamilyStateCallbackState` |
| `useRecoilComponentFamilySelectorCallbackStateV2` |
`useAtomComponentFamilySelectorCallbackState` |
`useAtomComponentFamilySelectorCallbackState` |

### Utilities renamed:

| Old Name (Recoil) | Final Name |
|---|---|
| `createStateV2` | **`createAtomState`** |
| `createFamilyStateV2` | **`createAtomFamilyState`** |
| `createSelectorV2` | **`createAtomSelector`** |
| `createFamilySelectorV2` | **`createAtomFamilySelector`** |
| `createWritableSelectorV2` | **`createAtomWritableSelector`** |
| `createWritableFamilySelectorV2` |
**`createAtomWritableFamilySelector`** |
| `createComponentStateV2` | **`createAtomComponentState`** |
| `createComponentFamilyStateV2` | **`createAtomComponentFamilyState`**
|
| `createComponentSelectorV2` | **`createAtomComponentSelector`** |
| `createComponentFamilySelectorV2` |
**`createAtomComponentFamilySelector`** |

## Details

- All definition files renamed to match new convention
- All import paths and usages updated across the entire `twenty-front`
package
- Jotai's native `useAtomValue` is aliased as `useJotaiAtomValue` in the
wrapper hook to avoid collision
- Legacy Recoil files in `state/utils/` and `component-state/utils/`
left untouched (separate naming scope)
- Typecheck passes cleanly
2026-02-25 01:55:46 +01:00
Charles Bochet 0f2af6a6cb Jotai 13 (#18178)
## Recoil to Jotai Migration — PR 13: Workflow, Page Layout, AI,
Activities, Settings, SSE & Remaining Modules

### Summary

This is the 13th PR in the [14-PR migration
series](packages/twenty-front/src/modules/ui/utilities/state/jotai/MIGRATION_PLAN.md)
to replace Recoil with Jotai as the state management library in
`twenty-front`. This PR migrates the remaining consumer code across all
modules — updating ~1,076 files with ~10k insertions/deletions.

### What changed

**New Jotai infrastructure (13 new files):**
- `createComponentSelectorV2` and `createComponentFamilySelectorV2` —
instance-scoped derived atoms, replacing Recoil's component selectors
- 6 new hooks: `useRecoilComponentSelectorValueV2`,
`useRecoilComponentFamilySelectorValueV2`,
`useRecoilComponentSelectorCallbackStateV2`,
`useRecoilComponentFamilySelectorCallbackStateV2`,
`useRecoilComponentStateCallbackStateV2`,
`useRecoilComponentFamilyStateCallbackStateV2`
- New types: `ComponentSelectorV2`, `ComponentFamilySelectorV2`,
`SelectorCallbacksV2`
- Extended `buildGetHelper` to support the new selector patterns

**State definition migrations:**
- `createState()` → `createStateV2()` (Jotai `atom()`)
- `createFamilyState()` → `createFamilyStateV2()` (Jotai `atom()` with
family cache)
- Recoil `selector`/`selectorFamily` → Jotai derived `atom()` via V2
utilities

**Hook migrations (~2,400 removed, ~1,545 added V2 equivalents):**
- `useRecoilValue` → `useRecoilValueV2`
- `useRecoilState` → `useRecoilStateV2`
- `useSetRecoilState` → `useSetRecoilStateV2`
- `useRecoilCallback` → `useCallback` + `jotaiStore.get/set`
- `useRecoilComponentValue` → `useRecoilComponentValueV2`
- `useSetRecoilComponentState` → `useSetRecoilComponentStateV2`
- `useRecoilComponentFamilyValue` → `useRecoilComponentFamilyValueV2` /
`useFamilySelectorValueV2`
- ~397 direct `import from 'recoil'` removed

**Deleted files (9 files):**
- `dateLocaleState.ts` — consolidated
- `currentAIChatThreadTitleStateV2.ts` — renamed to replace the original
- `isCommandMenuOpenedState.ts` — removed
- `filesFieldUploadState.ts` — replaced by V2
- `recordStoreFamilySelector.ts`, `recordStoreFieldValueSelector.ts`,
`recordStoreRecordsSelector.ts` — replaced by V2 equivalents
- `settingsAllRolesSelector.ts` — replaced by `useSettingsAllRoles` hook
- `settingsRoleIdsStateV2.ts` — consolidated

**Modules migrated:**
- Workflow (diagram, steps, variables, filters)
- Page Layout (widgets, fields, graph, tabs)
- AI (chat, agents, browsing context)
- Activities (rich text editor, targets, timeline)
- Action Menu (single/multiple record actions)
- Command Menu (navigation, history, pages, workflow)
- Context Store
- Record Board, Record Table, Record Calendar, Record Index
- Record Field, Record Filter, Record Sort, Record Group
- Record Drag, Record Picker, Record Store
- Views (view bar, view picker, filters, sorts)
- Settings (roles, permissions, SSO, security, data model, developers,
domains)
- SSE (event streams, subscriptions)
- Spreadsheet Import
- Auth, Favorites, Front Components, Information Banner
2026-02-24 17:37:01 +01:00
Félix Malfait b27a97f2c5 feat: enforce @/ alias for imports and fix all relative parent imports (#16787)
## Summary
This PR enforces the use of `@/` alias for imports instead of relative
parent imports (`../`).

## Changes

### ESLint Configuration
- Added `no-restricted-imports` pattern in `eslint.config.react.mjs` to
block `../*` imports with the message "Relative parent imports are not
allowed. Use @/ alias instead."
- Removed the non-working `import/no-relative-parent-imports` rule
(doesn't work properly in ESLint flat config)

### VS Code Settings
- Added `javascript.preferences.importModuleSpecifier: non-relative` to
`.vscode/settings.json` (TypeScript setting was already there)

### Code Fixes
- Fixed **941 relative parent imports** across **706 files** in
`packages/twenty-front`
- All `../` imports converted to use `@/` alias

## Why
- Consistent import style across the codebase
- Easier to move files without breaking imports
- Better IDE support for auto-imports
- Clearer understanding of where imports come from
2025-12-23 22:57:51 +01:00
Raphaël Bosi 26e2fe349f Fix page layout widget deletion (#16035)
With the new side panel, we are able to delete a widget with the side
panel still open. This caused the app to crash because we threw when the
widget id wasn't defined.

This PR fixes this by closing the side panel in the delete action and by
returning null instead of throwing.

## Before



https://github.com/user-attachments/assets/092bfe62-82dc-4d83-9967-1cc753ecf55e



## After


https://github.com/user-attachments/assets/8bed6cc5-961b-4112-8cf5-e587865d14da
2025-11-24 19:50:10 +01:00
Raphaël Bosi 3b868c3d2a Page layout refactoring (#14535)
In this PR:
- Refactored the page layout renderer
- Converted all the states to component states
- Removed the page layout edition in settings

TODOs in next PRs:
- Fix bug with the drag selector not taking the scroll into account to
display the dragged area
- Readd the tab edition in edit mode
2025-09-16 15:42:51 +00:00
Raphaël Bosi e80c552ae7 Create the Dashboard record show page (#14423)
Closes https://github.com/twentyhq/core-team-issues/issues/1438

- Reorganized PageLayout module
- Created `DashboardRenderer` and `PageLayoutRenderer`
- Created stories for the `PageLayoutRenderer`
- Refactored the Widget components


https://github.com/user-attachments/assets/27e9ac8f-b237-4c21-8494-3fab6d65af3a
2025-09-11 18:26:26 +02:00