d1c6b8ee72f8a84f284b6bdfac0f1f7480f52128
12 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 Raphaël Bosi
|
d1c6b8ee72 |
Show relation record labels instead of UUIDs in dashboard charts (#23163)
https://github.com/user-attachments/assets/d012a013-2c90-49a1-a27e-b8e4b684a84f Charts grouped by a relation without a sub-field rendered raw FK UUIDs on axis ticks, legends and tooltips. The server now batch-resolves the grouped record ids to their label identifier through a permission-scoped query and formats every bucket with the record's display name. Unresolvable records (deleted or not readable) render as Unknown and their ids are stripped from the response payload. Same-named records get an ordinal suffix so their buckets don't merge. Covers bar, line and pie, plain and morph relations. ```mermaid flowchart TD A["Dashboard widget load"] --> B["Chart data service<br/>(bar / line / pie)"] B --> C["executeGroupByQuery:<br/>group by relation FK id,<br/>ORDER BY target label identifier,<br/>scoped to source object permissions"] C --> D["filterOutEmptyChartBuckets"] D --> E{"Bare relation axis?<br/>(no sub-field)"} subgraph RL["ChartRelationLabelService.resolveRelationLabels"] direction TB G1["Collect distinct record ids<br/>per target object"] --> G2["Batch SELECT label identifier columns,<br/>scoped to TARGET object permissions"] G2 --> G3["buildRawLabelByRecordId:<br/>display name per record"] G3 --> G4["buildUniqueRelationLabels:<br/>suffix duplicates, Unknown for unresolved"] end E -- No --> H["formatDimensionValue per bucket"] E -- Yes --> G1 G4 --> H H --> I["Strip unresolved ids from<br/>formattedToRawLookup"] I --> J["Chart DTO to frontend"] ``` The chart settings sub-field dropdown gains a Record option to group by the related record itself, and now only offers sub-fields the backend accepts (system fields like a workspace member's updatedBy were selectable but rejected at query time). Chart-data errors are now logged server-side. Also fixes two latent bugs on this path: sorting a bare-relation chart by field threw `Cannot orderBy unknown field: agentId`, and the pie chart truncated slices before sorting. The AI dashboard tool guidance and the seeded dashboards no longer force the sub-field workaround. The group-by query orders buckets by the related record's label identifier at the database level (the engine now accepts ordering by a target field when grouping by its id), so with more than 100 distinct related records the surviving buckets match the label order. |
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|
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 |
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|
Etienne
|
1270054d35 |
feat(ai): dashboard & view building (#22411)
## Why
Building a dashboard through AI chat used to cost ~9 sequential LLM
round-trips
(~160K input tokens for a single request): the agent had to resolve
object/field UUIDs and assemble views through many granular tool calls,
each
step replaying the full cached context.
## What changed
### 1. Reference objects & fields by name (fewer round-trips)
The agent no longer needs to resolve UUIDs before acting.
- `get_object_metadata`: filter by `objectName` (singular/plural) and a
new
`includeFields` flag returning each object's fields (`{id, name, type,
label}`)
inline — object + field IDs in one call.
- `get_field_metadata`: accepts `objectName` as an alternative to
`objectMetadataId`.
- All three dashboard write tools (`create_complete_dashboard`,
`add_dashboard_widget`, `update_dashboard_widget`): accept `objectName`
and
`*FieldName` variants (`aggregateFieldName`,
`primaryAxisGroupByFieldName`,
`secondaryAxisGroupByFieldName`, `groupByFieldName`, ratio `fieldName`),
resolved to UUIDs server-side by `resolveWidgetFieldNamesToIds`. UUID
variants
still win when both are given.
### 2. `upsert_complete_view` — one atomic call to build/reconfigure a
view
- New `upsert_complete_view` tool + `ViewService.upsertCompleteView`:
create or
update a view together with its fields, filters, and sorts.
- Children are **declarative**: a provided array replaces all existing
entries of
that kind, `[]` clears them, omitting leaves them untouched. Fields are
referenced by name or UUID; no child-row IDs needed.
- Runs as a **single workspace migration** (`view` + `viewField` +
`viewFilter` +
`viewSort` in one `validateBuildAndRunWorkspaceMigration` matrice)
instead of
chained per-entity service calls. New
`buildCompleteViewChildrenFlatOperations`
util assembles the child create/delete operations.
- Granular tools (`create_view_filter`, `update_view_sort`, …) are
retained for
surgical single-entry edits.
### 3. Chart filters on dashboard widgets (end-to-end)
- Added `chartFilterSchema` (`recordFilters` + optional
`recordFilterGroups` for
AND/OR logic) to the four chart configs, with field-by-name or -UUID
references
and documented operands/value formats.
- **Relative dates supported** — e.g. `PAST_7_DAY`, `THIS_1_MONTH`,
`NEXT_3_WEEK`,
plus open-ended `IS_IN_PAST` / `IS_IN_FUTURE` / `IS_TODAY`. Filters
route
through the same read pipeline (`computeRecordGqlOperationFilter`) as
view
filters, so they resolve and apply correctly.
- `resolveChartFilterFieldNamesToIds` resolves filter `fieldName` → id
against the
widget object.
### 4. Re-enable AI-assisted dashboards
- Removed the "coming soon" gating (`isActive: false` on the dashboard
skill and
the "not available yet" copy in the MCP server + chat prompts) and
registered
`DashboardToolProvider`.
- Rewrote the dashboard skill prompt: confirmation gate (present a plan,
wait for
confirmation), completion guard (once confirmed, emit the create tool
in-turn —
no "now let me…" preambles), default-and-proceed (pick sensible defaults
for
missing fields instead of stalling), and an intent gate so informational
dashboard questions are answered directly without loading skills.
### 5. Frontend: clearer advanced-filter labels
- `useRecordFilterField` now derives the filter label from field
metadata and
appends the relation target field (e.g. `Company → Name`), so
relation/target
filters — including those set by the AI — display correctly instead of
showing
a stale/blank stored label.
## Fixes
- **`get_object_metadata({ objectName })` crash.**
`ObjectMetadataService.findManyWithinWorkspace`
spread an array-form (`OR`) `where` into a plain object, producing
`{ "0": {...}, "1": {...}, workspaceId }` → `Property "0" was not found
in
"ObjectMetadataEntity"`. Now injects `workspaceId` into each OR clause,
so name
lookups work.
- **Invalid SELECT/MULTI_SELECT filter options silently produced broken
charts/views.**
Chart-configuration validation and the migration-layer
`FlatViewFilterValidator`
now reject filters that reference options that don't exist, with a clear
`Allowed values: …` message at creation time (shared
`getInvalidSelectFilterOptionValues` util + tests).
- **Non-atomic view assembly.** The previous multi-call view build could
leave a
half-built view on failure; `upsert_complete_view` now runs as a single
transaction (one validation pass, one cache recompute, rollback on
error).
- **Blank RECORD_TABLE widgets from UNLISTED views.** Guidance + the
upsert
ownership check steer widget-backing views to `WORKSPACE` visibility; an
UNLISTED view created without an owner renders a blank widget.
- **Extra discovery round-trip removed.** Deleted the skill→tool bundle
mechanism
(`SKILL_TOOL_BUNDLES`, `getBundledToolNamesForSkills`, and the
`load_skills`
schema-loading path) that forced a second `learn_tools` call.
- **Type-safety of widget resolution.** Reworked the widget resolver to
build a
properly typed `WidgetWithMetadataIds` (dedicated input/output types)
instead of
returning an untyped, cast-heavy object.
## Notes
- Backend changes are in `twenty-server`; one small `twenty-front`
change to the
advanced-filter label hook. No entity/schema changes, so no migration.
- Tests added: `getInvalidSelectFilterOptionValues`,
`resolveWidgetFieldNamesToIds`
(incl. filter/relative-date resolution), `update_dashboard_widget`, and
expanded
view-tools factory specs.
- Design decisions: dedicated composite tool over code-interpreter
orchestration
(atomicity + validation + consistency with `create_complete_dashboard` /
`create_complete_workflow`); name-or-UUID but no child-row IDs on
`upsert_complete_view`; name→id resolution kept as stateless utils, not
services.
## Test plan
- [ ] `npx nx run twenty-server:typecheck`
- [ ] `npx nx lint:diff-with-main twenty-server` and `twenty-front`
- [ ] `npx nx test twenty-server` (view tools factory,
`getInvalidSelectFilterOptionValues`,
`resolveWidgetFieldNamesToIds`, `update_dashboard_widget`)
- [ ] AI chat: "Create a dashboard with a chart of deal value by
pipeline stage
and a table of the top 10 open opportunities" → plans, waits for
confirmation, then builds with fewer round-trips
- [ ] AI chat: add a chart widget filtered by a relative date (e.g.
deals created
in `PAST_7_DAY`) and confirm the chart is actually filtered
- [ ] Filter on a non-existent SELECT option is rejected with a clear
error
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Etienne
|
b56fea69aa |
fix(ai) - optimize metadata CRUD tools (#21235)
Reduces output tokens for all 13 metadata tools by (~49%) based on
production sampling data.
GET tools (field + object metadata)
System fields are now returned as compact {id, name, type} instead of
the full ~20-key payload (opt-in includeFullSystemFields to get full
payload). System objects are similarly compacted to {id, nameSingular,
namePlural}.
Internal fields the agent never uses (searchVector, deletedAt, position,
updatedBy) are excluded entirely.
workspaceId and applicationId are hoisted into a response envelope
instead of being repeated on every record.
Null/default-false properties are stripped from custom field and object
payloads (e.g. options: null, settings: null, isUIReadOnly: false).
CUD tools (create/update/delete)
Create and update field tools now return {id, name, type, label} instead
of the full DTO.
Create and update object tools now return {id, nameSingular,
labelSingular} instead of the full DTO.
Delete tools return {id, success: true} instead of the full DTO of the
deleted entity.
Validation errors are grouped by message — e.g. 10 fields failing the
same check produce one line with all names instead of 10 identical
lines.
Learn schemas (all tools)
UUID pattern regex stripped from JSON schemas (keeps format: "uuid").
$schema and additionalProperties: false stripped from all generated
schemas.
All Zod .describe() annotations and tool descriptions shortened.
Skill & tool description updates:
All references to the removed list_object_metadata_items tool replaced
with get_object_metadata / get_field_metadata across skill instructions,
dashboard tools, view filter/sort tools, and MCP server instructions.
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Félix Malfait
|
bb3d556799 |
Refined demo workspace creation skill (rebased, review fixes) (#19274)
## Summary Rebased version of #19051 with all review comments addressed. Clean branch on latest main, lint/typecheck/tests passing. ### Changes from original PR - AI can now create, update, and delete **view filters** (`ViewFilterToolsFactory`) and **view sorts** (`ViewSortToolsFactory`) - `create_view` now accepts `calendarFieldName`, `calendarLayout`, and `fieldNames` to configure views at creation time - Three new standard skills: `view-building`, `view-filters-and-sorts`, `custom-objects-cleanup` - `workspace-demo-seeding` skill reworked to keep standard objects and enrich them with custom fields - Cache invalidation for nav menu items when object `isActive` changes - Dashboard tool descriptions improved (RECORD_TABLE widget workflow) ### Review comments addressed (all 10 from #19051) 1. **Sentry + Cubic**: Calendar field DATE/DATE_TIME validation — added `resolveCalendarFieldMetadataId` using `isFieldMetadataDateKind` 2. **Cubic**: "navigate tool" → "navigate_app tool" in skill metadata (all 7 occurrences) 3. **Copilot**: KANBAN views now require `mainGroupByFieldName` — throws clear error if missing 4. **Copilot**: CALENDAR views now require both `calendarFieldName` and `calendarLayout` — validated before DB call 5. **Copilot**: Mock field fixtures include `type` property (DATE_TIME, TEXT, SELECT) 6. **Copilot**: `ViewFilterValue` type assertion instead of unsafe `as string` casts (3 locations) 7. **FelixMalfait**: Removed `NavigationMenuItemObjectDeactivationListener` — replaced with cache invalidation 8. **FelixMalfait**: Consolidated `ViewFilterToolProvider` and `ViewSortToolProvider` into single `ViewToolProvider` 9. Removed `VIEW_FILTER` and `VIEW_SORT` from `ToolCategory` enum (merged into `VIEW`) 10. Removed stale `existingFeatureFlagsMap` param incompatible with current main ## Test plan - [x] `npx nx lint:diff-with-main twenty-server` — passes - [x] `npx nx typecheck twenty-server` — passes - [x] `view-tools.factory.spec.ts` — all 20 tests pass (including 3 new validation tests) Supersedes #19051 https://claude.ai/code/session_01QPV74NU6vzmJb32e4i899E --------- Co-authored-by: Claude <noreply@anthropic.com> |
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nitin
|
e995e84621 |
[DASHBOARDS] chat agent improvements + new validation layer (#17722)
https://github.com/user-attachments/assets/09550210-76c5-4a40-83b6-9ab785ca10c3 https://github.com/user-attachments/assets/352427fc-0a2a-4f1b-86e9-db99daea0018 --------- Co-authored-by: Félix Malfait <felix.malfait@gmail.com> Co-authored-by: Félix Malfait <felix@twenty.com> |
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Weiko
|
2daebc6d0f |
Add WorkspaceAuthContextMiddleware (#17487)
## Context
Introduces a middleware that automatically sets the workspace auth
context in AsyncLocalStorage for HTTP requests, making it available
throughout the request lifecycle without explicit parameter passing.
The motivation behind this change is to reduce boilerplate and simplify
the developer experience when working with workspace data in HTTP
request handlers.
The Problem (Before)
Every HTTP request handler that needed to access workspace data had to:
- Extract auth-related info from decorators (@AuthWorkspace(),
@AuthUserWorkspaceId(), etc.) in controller/resolver and pass down to
services
- Build or pass the authContext explicitly (sometimes with type
assertion which was flaky)
Then call executeInWorkspaceContext(authContext, async () => { ... })
## Changes
- Add WorkspaceAuthContextMiddleware that extracts auth context from the
request and stores it in AsyncLocalStorage
- Register middleware for GraphQL, metadata, and REST routes (runs after
hydration middlewares)
- Simplify executeInWorkspaceContext signature: fn is now the first
parameter, authContext is optional second
- If authContext is not provided, it's automatically retrieved from the
storage (set by middleware)
- Update all callers (~120 files) to use the new parameter order
- Fixes a bug in search where system auth context was used, bypassing
RLS feature.
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nitin
|
8908e0785f |
[Dashboards] [ai] update dashboard tools schema and skill with correct config field names (#17180)
<img width="2560" height="1353" alt="CleanShot 2026-01-16 at 00 55 56" src="https://github.com/user-attachments/assets/c242071c-13d3-494d-bcce-9d45f36fcd77" /> |
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Raphaël Bosi
|
655f1eef5f |
[DASHBOARDS] Allow dashboards to be restored (#17042)
This PR introduces a few changes: - Add three actions: see deleted dashboards, destroy dashboard and restore dashboard - Remove the soft delete and restore on all the page layout entities - Cascade the destruction of a dashboard to a page layout Video QA: https://github.com/user-attachments/assets/ab993b11-dd9c-4e88-880c-92691a521cc2 |
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Paul Rastoin
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4135a6473a |
[BREAKING_CHANGE_DASHBOARDS][DASHBOARD_CACHE_FLUSH_REQUIRED] Refactor page layout widget configuration type (#16671)
# Introduction In this pull-request we're refactoring the page layout widget configuration entity to be containing its discriminated key simplifying underlying code and maintainability - Made the configuration and title non nullable - Introduced a generic predicate for the `widgetConfigurationType` - Upgraded command to remove `graphType` and insert new `configurationType` to existing entries - Migrated frontend to new type system --------- Co-authored-by: bosiraphael <raphael.bosi@gmail.com> Co-authored-by: Raphaël Bosi <71827178+bosiraphael@users.noreply.github.com> |
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Paul Rastoin
|
47a8a15598 |
Metadata modules for PageLayoutTab PageLayoutWidget (#16662)
# Introduction Creating dedicated folders and module for both `page-layout-tab` and `page-layout-widget` The addition diff with deletion is due to the module being added |
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Félix Malfait
|
5f4f4c0af8 |
feat(ai): add dashboard tools for AI chat (#16517)
## Summary - Implements real tools for the dashboard-building skill to create and manage dashboards through the AI chat interface - Adds 6 new dashboard tools: `create_complete_dashboard`, `list_dashboards`, `get_dashboard`, `add_dashboard_widget`, `update_dashboard_widget`, `delete_dashboard_widget` - Improves widget configuration robustness with typed Zod schemas and discriminated unions for graph types ## Key Changes **New Dashboard Tools:** - `create_complete_dashboard` - Creates a dashboard with layout, tab, and widgets in a single call - `list_dashboards` - Lists all dashboards in the workspace - `get_dashboard` - Gets full dashboard details including tabs and widget configurations - `add_dashboard_widget` - Adds a widget to an existing dashboard tab - `update_dashboard_widget` - Updates widget properties or configuration - `delete_dashboard_widget` - Removes a widget from a dashboard **Widget Configuration Improvements:** - Typed Zod schemas for each chart type (AGGREGATE, BAR, LINE, PIE) - Discriminated union validation based on `graphType` - Widget-level error handling for partial success when creating dashboards - Clear documentation about required `objectMetadataId` and field UUIDs **Skill Documentation Updates:** - Updated `dashboard-building.skill.ts` with critical guidance about looking up field metadata first - Added workflow instructions: use `list_object_metadata_items` before creating GRAPH widgets - Practical grid layout recommendations ## Test plan - [ ] Create a new dashboard via AI chat - [ ] Verify widgets display data correctly when proper field IDs are provided - [ ] Test adding/updating/deleting widgets on existing dashboards - [ ] Verify error messages are helpful when configuration is incorrect |
