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
2026-06-11 11:02:28 +02:00

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