Commit Graph

14 Commits

Author SHA1 Message Date
nitin afeef8e04a feat: add command menu item to layout customization (#18764)
figma
https://www.figma.com/design/xt8O9mFeLl46C5InWwoMrN/Twenty?node-id=93630-365000&t=QesAkY3JOyI9D3UU-0


https://github.com/user-attachments/assets/cf3b354d-0b08-41ae-91ae-386054b5cb2e



https://github.com/user-attachments/assets/73bfd676-f823-44c9-a70d-107c20523664

---------

Co-authored-by: Charles Bochet <charles@twenty.com>
2026-03-26 16:04:03 +01:00
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
Raphaël Bosi 49afe5dbc4 Refactor: Unify command menu item execution (#18908)
- Makes engineComponentKey non-nullable on CommandMenuItem. Adds two new
engine component keys: TRIGGER_WORKFLOW_VERSION and
FRONT_COMPONENT_RENDERER to cover the former standalone cases.
- Unifies the previously separated engine, front component and workflow
runners into a single `CommandRunner` component with a unified
`useMountCommand` hook that handles all command types.
2026-03-24 15:59:52 +00:00
Raphaël Bosi c107d804d2 Create command menu items for workflows with manual trigger (#18746)
- Automatically create and sync command menu items for all workflows
with a manual trigger
- Refactor `useCommandMenuItemsFromBackend`
- Prefill a _Quick Lead_ workflow command menu item during workspace
setup and dev seeding
- Add a ready prop to `HeadlessEngineCommandWrapperEffect` to prevent
premature execution when async data hasn't loaded yet

---------

Co-authored-by: Charles Bochet <charles@twenty.com>
2026-03-22 23:52:43 +01:00
Raphaël Bosi f2fa958f20 Add progress tracking to command menu items (#18732)
Introduces a progress indicator for command menu items (both engine
commands and front components). When a command is running, the menu item
now displays a percentage alongside the loader spinner instead of just a
spinner.

- Added `commandMenuItemProgressFamilyState` to track per-item progress
and `CommandListItemLoader` to render it
- Exposed `updateProgress` in the twenty-sdk public API so front
components can report execution progress back to the host
- Wired progress reporting into `ExportMultipleRecordsCommand` as the
first consumer, showing CSV export progress
- Progress state is cleaned up on unmount for both engine commands and
headless front components
- Refactor
2026-03-18 14:37:27 +00:00
Raphaël Bosi dedcf4e9b9 Support template variables in command menu item labels (#18707)
- Adds template variable interpolation (`${...}`) to command menu item
labels and short labels, enabling dynamic text like `Create new
${capitalize(objectMetadataItem.labelSingular)}` instead of static
`Create new record`.
- Supports `capitalize` and `lowercase` transform functions within
template expressions.
2026-03-18 10:26:58 +00:00
Raphaël Bosi abdab2fb7e [Command menu items] Create engine commands (#18681)
## Description

- Introduces a new engine command execution model that replaces the
previous approach of mapping `EngineComponentKey` to React components.
Instead, engine commands are now mounted headlessly via
`HeadlessEngineCommandMountRoot`, with their execution context populated
synchronously before mounting.
- Creates new headless command components
- Moves error handling from the SDK layer to the host app by wrapping
all mounted commands with a new `CommandMenuItemErrorBoundary`

The new flow works as follows:
- When a command menu item with an `engineComponentKey` is clicked,
`useCommandMenuItemFrontComponentCommands` calls
`useMountEngineCommand`, which synchronously reads the current context
store (object metadata, selected records, filters, view ID, etc.) and
writes a `MountedEngineCommandContext` into
`mountedEngineCommandsState`.
- The command is then mounted into `mountedEngineCommandsState`, which
triggers `HeadlessEngineCommandMountRoot` to render the corresponding
headless component from `ENGINE_COMPONENT_KEY_HEADLESS_COMPONENT_MAP`,
wrapped in `CommandMenuItemErrorBoundary`,
`ContextStoreComponentInstanceContext.Provider`, and
`EngineCommandComponentInstanceContext.Provider`.
- Each command component reads its execution context and delegates to
one of the 4 execution patterns: `HeadlessEngineCommandWrapperEffect`
(simple actions), `HeadlessConfirmationModalEngineCommandEffect`
(destructive actions needing confirmation),
`HeadlessNavigateEngineCommand` (GO_TO_* commands), or
`HeadlessOpenSidePanelPageEngineCommand` (SEARCH_RECORDS, ASK_AI,
VIEW_PREVIOUS_AI_CHATS).
- After execution, the command self-unmounts via
`useUnmountEngineCommand`, which removes the entry from
`mountedEngineCommandsState` and stops rendering the component.
2026-03-17 17:25:18 +01:00
Raphaël Bosi 05a81c82a9 Add hotkeys to command menu items (#18682)
Add hotkeys column to the entity and plug it to the front end command
menu item display

---------

Co-authored-by: Charles Bochet <charles@twenty.com>
Co-authored-by: Charles Bochet <charlesBochet@users.noreply.github.com>
2026-03-17 14:09:19 +01:00
Charles Bochet f1dfcfd163 refactor(twenty-front): reorganize NavigationMenuItem module into common/display/edit subfolders (#18691)
## 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
2026-03-17 06:46:50 +01:00
Charles Bochet 1be87eb97b chore: frontend dead code removal and naming cleanup (#18690)
## Summary

- **Delete 10 unused files**: 7 hooks (`useWorkflowRunUnsafe`,
`useGetViewById`, `useCreateViewFieldGroup`, `useDeleteViewFieldGroup`,
`useUpdateViewFieldGroup`, `useCreateManyViewFieldGroups`,
`useMoveViewColumns` + test), 1 component (`SettingsSummaryCard`), 1
utility (`createEventContext`)
- **Rename `objectMetadataItemsState` → `objectMetadataItemsSelector`**
across ~85 files to accurately reflect it is a derived selector (via
`createAtomSelector`), not a base Jotai atom

## Details

### Dead code removed

| Type | Name | Reason |
|------|------|--------|
| Hook | `useWorkflowRunUnsafe` | Never imported — duplicate of
`useWorkflowRun` without schema validation |
| Hook | `useGetViewById` | Never imported — `useViewById` is used
instead |
| Hook | `useCreateViewFieldGroup` | Never imported — CRUD done via
`usePerformViewFieldGroupAPIPersist` |
| Hook | `useDeleteViewFieldGroup` | Same as above |
| Hook | `useUpdateViewFieldGroup` | Same as above |
| Hook | `useCreateManyViewFieldGroups` | Same as above |
| Hook | `useMoveViewColumns` | Only imported by its own test — no
production usage |
| Component | `SettingsSummaryCard` | Never imported anywhere |
| Utility | `createEventContext` | Never imported anywhere |

### Rename

`objectMetadataItemsState` is created via `createAtomSelector` (it
derives from `objectMetadataItemsWithFieldsSelector`), so naming it
`*State` is misleading. Renamed to `objectMetadataItemsSelector` for
consistency with sibling selectors like
`objectMetadataItemsByNamePluralMapSelector`.
2026-03-17 00:49:37 +01:00
Charles Bochet 6b48f197d4 feat: deprecate WorkspaceFavorite in favor of NavigationMenuItem (#18624)
## Summary

- **Removes the entire `modules/favorites/` directory** (~66 files,
~5000 lines deleted) — components, hooks, states, types, utils, tests,
and the favorite-folder-picker sub-module
- **Eliminates the dual-write pattern** where creating a favorite also
created a NavigationMenuItem — all consumers now use
`useCreateNavigationMenuItem` directly
- **Removes `IS_NAVIGATION_MENU_ITEM_EDITING_ENABLED` feature flag
checks** from ~12 files, always taking the NavigationMenuItem code path
- **Cleans up backend dual-writes** in `object-metadata.service.ts` and
`twenty-standard-application.service.ts` that were creating Favorite
records alongside NavigationMenuItems
- **Updates prefetch system** to only load NavigationMenuItems (removes
favorites prefetch effects and states)
- **Cleans up test infrastructure** — updates Storybook decorators, mock
data, and graphql mocks to remove favorites references

### What was intentionally kept
- **Backend entity definitions** (`FavoriteWorkspaceEntity`,
`FavoriteFolderWorkspaceEntity`) — these define the database schema and
need a proper database migration to remove
- **Cascade deletion listeners** — still needed to clean up existing
Favorite data in workspaces that haven't been fully migrated
- **v1.18 migration commands** — needed for workspaces upgrading from
older versions

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-13 19:45:40 +01:00
Félix Malfait b470cb21a1 Upgrade Apollo Client to v4 and refactor error handling (#18584)
## Summary
This PR upgrades Apollo Client from v3.10.0 to v4 and refactors error
handling patterns across the codebase to use a new centralized
`useSnackBarOnQueryError` hook.

## Key Changes

- **Dependency Update**: Upgraded `@apollo/client` from `^3.10.0` to
`^3.11.0` in root package.json
- **New Hook**: Added `useSnackBarOnQueryError` hook for centralized
Apollo query error handling with snack bar notifications
- **Error Handling Refactor**: Updated 100+ files to use the new error
handling pattern:
  - Removed direct `ApolloError` imports where no longer needed
- Replaced manual error handling logic with `useSnackBarOnQueryError`
hook
- Simplified error handling in hooks and components across multiple
modules
- **GraphQL Codegen**: Updated codegen configuration files to work with
Apollo Client v3.11.0
- **Type Definitions**: Added TypeScript declaration file for
`apollo-upload-client` module
- **Test Updates**: Updated test files to reflect new error handling
patterns

## Notable Implementation Details

- The new `useSnackBarOnQueryError` hook provides a consistent way to
handle Apollo query errors with automatic snack bar notifications
- Changes span across multiple feature areas: auth, object records,
settings, workflows, billing, and more
- All changes maintain backward compatibility while improving code
maintainability and reducing duplication
- Jest configuration updated to work with the new Apollo Client version

https://claude.ai/code/session_019WGZ6Rd7sEHuBg9sTrXRqJ

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-03-13 14:59:46 +01:00
Raphaël Bosi e8f8189167 [COMMAND MENU ITEMS] Add engine component key (#18554)
## PR Description

In the process of migrating all the existing commands to the backend, we
stumbled across a couple of problems that made us reconsider the full
migration. This PR introduces a way for command menu items to bypass
front components and to directly reference a frontend component from
twenty front.

It:
- Introduces a `engineFrontComponentKey` field on `CommandMenuItem` as
an alternative to `frontComponentId` and `workflowVersionId`, allowing
command menu items to reference frontend components by key directly
rather than requiring a FrontComponent entity
- Updates the DB constraint to allow exactly one of `workflowVersionId`,
`frontComponentId`, or `engineFrontComponentKey`

### All standard command menu items from the frontend which use
`standardFrontComponentKey`

These are all commands that execute a GraphQL query or a mutation.
Two mains concerned have been raised that made us go with this
(temporary) architecture instead:
- If those commands are part of the standard application, they can only
alter objects from that application and not custom objects.
- We would need to implement a way to trigger optimistic rendering from
the front components, which might take some time to implement.

List:
- Create new record
- Delete (single record)
- Delete records (multiple)
- Restore record
- Restore records (multiple)
- Permanently destroy record
- Permanently destroy records (multiple)
- Add to favorites
- Remove from favorites
- Merge records
- Duplicate Dashboard
- Save Dashboard
- Save Page Layout
- Activate Workflow
- Deactivate Workflow
- Discard Draft (workflow)
- Test Workflow
- Tidy up workflow
- Duplicate Workflow
- Stop (workflow run)
- Use as draft (workflow version)

---------

Co-authored-by: Charles Bochet <charles@twenty.com>
2026-03-12 13:14:45 +01:00
nitin 2c5af2654d Separate code pathways for IS_COMMAND_MENU_ITEM_ENABLED flag (#18542) 2026-03-11 13:30:22 +00:00