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
2025-12-12 07:35:14 +01:00
2024-11-06 14:24:07 +01:00
2025-08-07 17:02:12 +02:00
2024-01-10 17:05:23 +01:00
2025-07-08 15:13:02 +02:00
2025-04-16 11:46:37 +02:00

Twenty logo

The #1 Open-Source CRM

🌐 Website · 📚 Documentation · Roadmap · Discord · Figma


Cover


Installation

See: 🚀 Self-hosting 🖥️ Local Setup

Does the world need another CRM?

We built Twenty for three reasons:

CRMs are too expensive, and users are trapped. Companies use locked-in customer data to hike prices. It shouldn't be that way.

A fresh start is required to build a better experience. We can learn from past mistakes and craft a cohesive experience inspired by new UX patterns from tools like Notion, Airtable or Linear.

We believe in Open-source and community. Hundreds of developers are already building Twenty together. Once we have plugin capabilities, a whole ecosystem will grow around it.


What You Can Do With Twenty

Please feel free to flag any specific needs you have by creating an issue.

Below are a few features we have implemented to date:

Personalize layouts with filters, sort, group by, kanban and table views

Companies Kanban Views

Customize your objects and fields

Setting Custom Objects

Create and manage permissions with custom roles

Permissions

Automate workflow with triggers and actions

Workflows

Emails, calendar events, files, and more

Other Features


Stack

Thanks

Chromatic Greptile Sentry Crowdin

Thanks to these amazing services that we use and recommend for UI testing (Chromatic), code review (Greptile), catching bugs (Sentry) and translating (Crowdin).

Join the Community

S
Description
The open alternative to Salesforce, designed for AI.
Readme AGPL-3.0 1.4 GiB
Languages
TypeScript 79.6%
MDX 17.3%
JavaScript 2.7%
Python 0.2%
SCSS 0.1%