Commit Graph

13 Commits

Author SHA1 Message Date
Félix Malfait 1fdb5605f1 feat: kanban, calendar and grouped-table layouts for relation field widgets (#23112)
## Context

A relation field widget on a record page can already embed a
record-scoped view rendered as a **table** (`FieldDisplayMode.TABLE`) —
e.g. a Company's Opportunities. This brings **kanban, calendar and
grouped-table** to that same embedded view, so the board/calendar stays
scoped to *this* record's related records (not a standalone all-records
widget — that was the earlier #23003 approach, closed).

Builds directly on the merged dashboard widget layouts (#22963), reusing
its renderer, draft/save pipeline, and settings dropdowns.

## Approach — extend the existing "Table" display mode

The relation field widget already stores a `viewId` and renders it
through the layout-agnostic `RecordTableWidgetRendererContent` (which
branches on the embedded view's `type`), scoped to the current record
via `RecordFilterValueDependenciesContext`. So rendering + persistence
already work for any widget view type — only the authoring UI and one
server gate were missing. **No new `FieldDisplayMode`, no data
migration.**

## Server

- `view-widget-upsert.service.ts`: a field widget in table display mode
(`isFieldTableWidget`) could already persist viewFields/filters/sorts
through this path, but was **blocked from updating view settings**
(`type` / group-by / calendar), pinning its embedded view to a table.
The widget-type guard earlier in the method already rejects every widget
kind other than record-table and field-table, so the now-redundant
record-table-only guard on the view-settings branch is dropped. The
allowed-widget-view-types check and the downstream group-by /
calendar-field validations still apply equally.

## Frontend

- **One merged Layout picker.** The field widget's Layout dropdown lists
**Field / Card / Table / Kanban / Calendar** in a single flat list — you
pick Kanban directly, instead of "Display as: Table" first and a
separate embedded-view layout second. Picking a view layout selects the
`TABLE` display mode under the hood, seeds the record-scoped embedded
view on first use (with a default group-by / date field), and applies
the layout in the same click. Kanban/Calendar are disabled with a hint
("Needs a Select field" / "Needs a Date field") when the relation target
can't support them — same gating as the dashboard picker. The row's icon
and description reflect the effective selection (e.g. Kanban), and the
dropdown mounts the draft-init effect so switching straight from
Field/Card to Kanban works before the table renderer has ever mounted.
- **Contextual rows** (Group by / Date field / Calendar view / Hide
empty groups) extracted from the dashboard panel into a reusable
`WidgetViewLayoutSettingsRows` (source object passed in — fixed to the
relation target; no Source / Limit rows) and surfaced under the picker
while a view layout is active. Its standalone layout row is hidden here
(`isLayoutRowHidden`) since layout lives in the merged picker.
- Reuses the dashboard draft snapshot + `upsertViewWidget` save pipeline
and the group-by/calendar dropdown components unchanged.

## Scope

- **One-to-many relations only** (matches the existing
`getFieldWidgetAvailableDisplayModes` gate; junction / many-to-many stay
table-only — a pre-existing inconsistency left untouched here).
- Field-widget **calendars inherit the dashboard's behavior** (month
read-only by default; day/week + drag-to-reschedule only behind
`IS_CALENDAR_WEEK_VIEW_ENABLED`), since it's literally the same
renderer.

## Tests

- Server integration
(`upsert-view-widget-view-settings.integration-spec.ts`): a FIELD +
TABLE widget can switch its embedded view to `KANBAN_WIDGET` (with
group-by) and `CALENDAR_WIDGET` (with date field), and the kanban
group-by validation still applies through the newly-opened path.
- Front unit: `getWidgetViewLayoutSettingsItemIds` (keyboard-nav row ids
per layout/flag/group state).

## Follow-ups (intentionally not in this PR)

- Migrate the dashboard settings panel onto the shared
`WidgetViewLayoutSettingsRows` (kept out to avoid churning the
just-merged #22963 file; behavior-preserving refactor).

https://claude.ai/code/session_01E5N87kwwZWhDtEQaP72cMf
2026-07-24 12:01:53 +02:00
Scarab Systems d1c70ab0bf Fix dashboard record table widget aggregate persistence (#23008)
## Summary

- Update dashboard record-table widget aggregate changes to write into
the widget draft while page layout edit mode is active.
- Include `aggregateOperation` when saving record-table widget view
fields through `upsertViewWidget`.
- Persist aggregate operations server-side for widget view-field create,
update, and clear flows.
- Add frontend utility tests and backend integration coverage for widget
aggregate create/update/clear behavior.

Fixes #22934.

## Why

Dashboard record-table widgets use their own draft view state while a
page layout is being edited. The aggregate footer path was resolving
fields through the normal current-view flow and then trying to persist
immediately, which can miss widget draft fields and fail before the save
flow runs.

This change keeps aggregate edits in the widget draft during page layout
editing, then saves the aggregate operation with the rest of the widget
view configuration.

## Validation

- `npx nx lint twenty-front`
- `npx nx typecheck twenty-front`
- `npx nx test twenty-front --configuration=ci`
- `npx nx build twenty-front`
- `npx nx build twenty-server`
- `npx nx lint twenty-server --configuration=ci`
- `npx nx typecheck twenty-server`
- `npx nx test twenty-server --configuration=ci`
- `npx nx jest --config ./jest-integration.config.ts --logHeapUsage
--runTestsByPath
test/integration/metadata/suites/view/upsert-view-widget.integration-spec.ts`
- `git diff --check`

Disclosure: I used AI-assisted coding tools while preparing this PR. I
reviewed the changes myself, tested them, and take responsibility for
the implementation and any follow-up revisions needed.


<!-- This is an auto-generated description by cubic. -->
<a
href="https://cubic.dev/pr/twentyhq/twenty/pull/23008?utm_source=github"
target="_blank" rel="noopener noreferrer"
data-no-image-dialog="true"><picture><source
media="(prefers-color-scheme: dark)"
srcset="https://www.cubic.dev/buttons/review-in-cubic-dark.svg"><source
media="(prefers-color-scheme: light)"
srcset="https://www.cubic.dev/buttons/review-in-cubic-light.svg"><img
alt="Review in cubic"
src="https://www.cubic.dev/buttons/review-in-cubic-dark.svg"></picture></a>
<!-- End of auto-generated description by cubic. -->
2026-07-23 08:07:50 +02:00
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&#39;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&#39;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&#39;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&#39;s transforms can&#39;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&#39;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
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
neo773 323e66433e lint: migrate prettier to oxfmt (#20783)
Most changes are `implements` being unwrapped this is not a oxfmt
regression
Prettier in 3.7 (we're on 3.1) changed this behaviour prettier blog
[post](https://prettier.io/blog/2025/11/27/3.7.0#change-18094)

This unifies our linting tooling

---------

Co-authored-by: github-actions <github-actions@twenty.com>
Co-authored-by: Charles Bochet <charles@twenty.com>
2026-05-22 00:21:33 +02:00
Abdul Rahman 19ee9444ed add UpsertViewWidget resolver (#20053) 2026-04-29 09:41:02 +00:00
Charles Bochet 5c745059ad refactor: remove "core" naming from views and eliminate converter layer (#18667)
## Summary

- **Remove all "core" prefixes** from the views system — the
metadata-based storage migration is complete, so `CoreView`,
`coreViewsSelector`, `getCoreViews`, etc. are now just `View`,
`viewsSelector`, `getViews`
- **Eliminate the entire converter layer** (15 files, ~850 lines
deleted) — `convertCoreViewToView` and all sub-converters were either
no-ops or trivially adding `__typename` / mapping identical enum values.
Local enums now re-export from generated GraphQL types directly (single
source of truth)
- **Unify `View` and `ViewWithRelations`** into one type —
`ViewWithRelations` is now a type alias for `View`, selectors return
data directly without conversion

### Backend
- Rename `@ObjectType('CoreView')` → `@ObjectType('View')` (and all
sub-entities)
- Rename resolver methods: `getCoreViews` → `getViews`, `createCoreView`
→ `createView`, etc.
- Rename `FIND_ALL_CORE_VIEWS_GRAPHQL_OPERATION` →
`FIND_ALL_VIEWS_GRAPHQL_OPERATION`

### Frontend
- Delete 15 converter files (`convertGqlView*ToView*`,
`convertView*ToGql`, `convertViewWithRelationsToView`)
- Re-export `ViewType`, `ViewKey`, `ViewFilterGroupLogicalOperator` from
generated enums (no more duplicate enum definitions with different
casing)
- Replace `ViewOpenRecordInType` with `ViewOpenRecordIn` from generated
- Remove `__typename` from all local view sub-types
- Remove unused `variant` from `ViewFilter`, make `displayValue` and
`definition` optional
- Rename ~45 GraphQL query/mutation files and all selectors to drop
"core" prefix
- Delete unused `viewsWithRelationsSelector`
2026-03-16 09:57:18 +01:00
Thomas Trompette b4e924b671 Sync views and navigation items (#18003)
Both objects are necessary to fully enjoy objects within applications

<img width="770" height="311" alt="Capture d’écran 2026-02-17 à 15 19
43"
src="https://github.com/user-attachments/assets/48c51fa4-63f4-45b2-a40a-df73f3aa79be"
/>
2026-02-17 16:32:41 +01:00
Marie 7ce22d5c7e breaking (soft) - Migrate viewGroup.fieldMetadataId -> view.mainGroupByFieldMetadataId (2/3) (#16277)
Should be merged once https://github.com/twentyhq/twenty/pull/16206 has
been released + command run to prod

In this PR
- Remove usage of viewGroup.fieldMetadataId, both in BE and FE states. 
- But we still need to properly populate it until we fully remove
viewGroup.fieldMetadataId from db and ORM entity (upcoming 3rd PR out of
3). fieldMetadataId was removed from CoreViewGroup type and
CreateViewGroupInput and is determined BE-side based on the associated
view's mainGroupByFieldMetadataId. **I expect this means a downtime on
viewGroup creation, until both FE and BE are deployed and cache is
flushed.** This seems acceptable to me as it only regards viewGroup
creation.
    - this information is replaced by view.mainGroupByFieldMetadataID
- Handle view group creation, update and deletion in the BE as a
side-effect of a view creation, update or deletion. Optimistic effects
are still used
- Add validation at view creation or update regarding
mainGroupByFieldMetadata

Left to do in 3rd PR
- Remove viewGroup.fieldMetadataId from db and ORM entity
- Restore feature allowing to update an existing grouped view's group by
field (already OK on BE side but need to rebuild FE optimistic)
2025-12-05 14:00:03 +00:00
Paul Rastoin 3462a2e288 ViewGroup and ViewFilters side effect in v2 (#15096)
# Introduction

### Summary
Implements side effect handling for `ViewGroup` and `ViewFilters` when
field metadata is updated in the v2 architecture. This ensures that
view-related records are properly maintained when enum field options are
modified, deleted, or created.

### Side effects
- **Side Effect System**: Added side effect handling for field metadata
updates that manages related view groups and view filters
- **Enum Field Updates**: When enum field options are modified, the
system now:
- **View Groups**: Creates new groups for added options, updates
existing groups for modified options, and deletes groups for removed
options
- **View Filters**: Updates filter values to reflect option changes and
removes filters that reference deleted options

### Enum runner fix
Update now works for both atomic enum and array enum ( multi select for
instance )

### Compute flat entity maps from to
Standardized this method usage across v2 services
Next step is to require dependencies dynamically

## Conclusion
closes https://github.com/twentyhq/core-team-issues/issues/1649
2025-10-17 17:09:26 +02:00
Paul Rastoin 59fbe35a8c Move view in metadata-modules/ and create atomic folder + module for each view entity (#14990)
# Introduction
Preparing view-filter and view-group introduction in v2 core engine
Moving view from `core-modules` to `metadata-modules`

## What happened

### Created dedicated modules for each view entity:
- ViewFieldModule
- ViewFilterModule
- ViewFilterGroupModule
- ViewGroupModule
- ViewSortModule

### Each module is now completely independent with its own:
- Controller
- Resolver
- Service
- Entity

### Created dedicated abstraction metadata module folder for:
- flat-view-field
- flat-view

### Dependencies 
- Eleminated circular dep on ViewModule to all others ones
- Granular import not importing the whole viewModule anymore everywhere


close https://github.com/twentyhq/core-team-issues/issues/1703
2025-10-09 15:18:15 +02:00
Paul Rastoin 4ecc9c622d [WHEN_RELEASED_REQUIRES_CACHE_FLUSH] Object related record logic in v2 (#14937)
# Introduction
Initial motivation here was to migrate the object related records logic
from v1 to v2, please note that now in v2 views aren't records anymore
but core engine entities

## What's done
- Added specific label identifier targeting view field logic
- Handled side effects on viewField creation with lowest position on
object label identifier mutation
- Added viewField relations in field metadate entity + handled
optimistic in builder v2
- Added view relations in object metadata entity + handled optimistic in
builder v2
- Added integration tests covering the side effects and new validation
exceptions
- Sandardized cache computation
- Coverage on object metadata creation side effect on views and view
fields

## Coverage
```ts
 PASS  test/integration/graphql/suites/view/view-field/object-identifier-update-side-effect-on-view-field.integration-spec.ts
  View Field Resolver - Successful object metadata identifier update side effect on view field
    ✓ should create a view field on label identifier object metadata update if it does not exist on view (7 ms)
    ✓ Should not allow deleting a label identifier view field (17 ms)
    ✓ Should not allow destroying a label identifier view field (6 ms)
    ✓ Should not allow updating a label identifier view field visibility to false (8 ms)
    ✓ Should not allow creating a view field with a position lower than the label idenfitier view field (180 ms)
    ✓ Should not allow updated labelIdentifier view field with a position higher than existing other view field (346 ms)
    ✓ Should allow updated labelIdentifier view field with a position higher than existing other view field (434 ms)

Test Suites: 1 passed, 1 total
Tests:       7 passed, 7 total
Snapshots:   5 passed, 5 total
Time:        4.571 s, estimated 5 s
```

close https://github.com/twentyhq/core-team-issues/issues/1664
2025-10-08 16:23:37 +02:00
Paul Rastoin 579f704baa Plugging + improving the new orchestrator (#14430)
# Introduction
Initially this PR was about introducing integration coverage for view
field v2 tests
But feature itself wasn't finished, so ended up in a TDD style
devlopment

## The new orchestrator
Orchestrator will organize each flat entity diffing inferring either
validation errors or actions sequentially.
A new builder has been introduced when extended requires to define flat
entity validation utils and action generation for `delete` `update`
`create` operations. It's highly typed using generics

## View field integration testing
Introduce coverage on failing basic tests cases for view field
operations, successfull create is also covered. We could still add more
coverage, will be done later in following PRs

## Remaining tasks for upcoming PRs:
- [ ] rename builder methods names to add generate action in their names
- [x] refactor view validation to handle field and view uniqueness index
combination
- [ ] implem strict update validator on view and view field
- [ ] dynamic cache invalidation post run
- [ ] Add coverage to successful and failing view field operations
- [ ] error formatting summary computation
- [ ] extract types out of the workspace entity builder

## Some vision
Currently flat field metadata maps is nested in the flat object metadata
maps, making its build nested too. ( not extending the new generic
builder )
We will refactor this part for both to be stored extra flat such as the
other existing flat entities.
It will require a small refactor to the generic builder that will not
only have impact on the currently built flat entity optimistic cache but
to an other one ( for example when building a create object action it
will also have an impact flat field maps )
2025-09-15 14:32:57 +02:00