Add fields to update in update record action (#9108)

- update backend action so it handles composite fields
- add fields to update multiselect
- generate form based on that field
- add icons

packages/twenty-front/src/modules/object-record/record-field/form-types/components/FormMultiSelectFieldInput.tsx

@@ -11,6 +11,7 @@ import { SelectOption } from '@/spreadsheet-import/types';
 import { MultiSelectDisplay } from '@/ui/field/display/components/MultiSelectDisplay';
 import { MultiSelectInput } from '@/ui/field/input/components/MultiSelectInput';
 import { InputLabel } from '@/ui/input/components/InputLabel';
+import { OverlayContainer } from '@/ui/layout/overlay/components/OverlayContainer';
 import { usePreviousHotkeyScope } from '@/ui/utilities/hotkey/hooks/usePreviousHotkeyScope';
 import { isStandaloneVariableString } from '@/workflow/utils/isStandaloneVariableString';
 import { useId, useState } from 'react';
@@ -20,9 +21,9 @@ import { isDefined } from '~/utils/isDefined';
 type FormMultiSelectFieldInputProps = {
   label?: string;
   defaultValue: FieldMultiSelectValue | string | undefined;
+  options: SelectOption[];
   onPersist: (value: FieldMultiSelectValue | string) => void;
   VariablePicker?: VariablePickerComponent;
-  options: SelectOption[];
 };
 
 const StyledDisplayModeContainer = styled.button`
@@ -50,9 +51,9 @@ const StyledSelectInputContainer = styled.div`
 export const FormMultiSelectFieldInput = ({
   label,
   defaultValue,
+  options,
   onPersist,
   VariablePicker,
-  options,
 }: FormMultiSelectFieldInputProps) => {
   const inputId = useId();
 
@@ -189,6 +190,7 @@ export const FormMultiSelectFieldInput = ({
         <StyledSelectInputContainer>
           {draftValue.type === 'static' &&
             draftValue.editingMode === 'edit' && (
+              <OverlayContainer>
                 <MultiSelectInput
                   hotkeyScope={hotkeyScope}
                   options={options}
@@ -196,6 +198,7 @@ export const FormMultiSelectFieldInput = ({
                   onOptionSelected={onOptionSelected}
                   values={draftValue.value}
                 />
+              </OverlayContainer>
             )}
         </StyledSelectInputContainer>
 

packages/twenty-front/src/modules/ui/field/display/components/MultiSelectDisplay.tsx

@@ -40,6 +40,7 @@ export const MultiSelectDisplay = ({
           key={index}
           color={selectedOption.color ?? 'transparent'}
           text={selectedOption.label}
+          Icon={selectedOption.icon ?? undefined}
         />
       ))}
     </StyledContainer>

packages/twenty-front/src/modules/ui/field/input/components/MultiSelectInput.tsx

@@ -127,6 +127,7 @@ export const MultiSelectInput = ({
                 selected={values?.includes(option.value) || false}
                 text={option.label}
                 color={option.color ?? 'transparent'}
+                Icon={option.icon ?? undefined}
                 onClick={() =>
                   onOptionSelected(formatNewSelectedOptions(option.value))
                 }

packages/twenty-front/src/modules/workflow/types/Workflow.ts

@@ -44,6 +44,7 @@ export type WorkflowUpdateRecordActionSettings = BaseWorkflowActionSettings & {
     objectName: string;
     objectRecord: ObjectRecord;
     objectRecordId: string;
+    fieldsToUpdate: string[];
   };
 };
 

packages/twenty-front/src/modules/workflow/workflow-actions/components/WorkflowEditActionFormUpdateRecord.tsx

@@ -12,9 +12,14 @@ import {
   useIcons,
 } from 'twenty-ui';
 
+import { formatFieldMetadataItemAsFieldDefinition } from '@/object-metadata/utils/formatFieldMetadataItemAsFieldDefinition';
+import { FormFieldInput } from '@/object-record/record-field/components/FormFieldInput';
+import { FormMultiSelectFieldInput } from '@/object-record/record-field/form-types/components/FormMultiSelectFieldInput';
 import { WorkflowStepBody } from '@/workflow/components/WorkflowStepBody';
+import { WorkflowVariablePicker } from '@/workflow/components/WorkflowVariablePicker';
 import { JsonValue } from 'type-fest';
 import { useDebouncedCallback } from 'use-debounce';
+import { FieldMetadataType } from '~/generated-metadata/graphql';
 
 type WorkflowEditActionFormUpdateRecordProps = {
   action: WorkflowUpdateRecordAction;
@@ -31,9 +36,23 @@ type WorkflowEditActionFormUpdateRecordProps = {
 type UpdateRecordFormData = {
   objectName: string;
   objectRecordId: string;
+  fieldsToUpdate: string[];
   [field: string]: unknown;
 };
 
+const AVAILABLE_FIELD_METADATA_TYPES = [
+  FieldMetadataType.Text,
+  FieldMetadataType.Number,
+  FieldMetadataType.Date,
+  FieldMetadataType.Boolean,
+  FieldMetadataType.Select,
+  FieldMetadataType.MultiSelect,
+  FieldMetadataType.Emails,
+  FieldMetadataType.Links,
+  FieldMetadataType.FullName,
+  FieldMetadataType.Address,
+];
+
 export const WorkflowEditActionFormUpdateRecord = ({
   action,
   actionOptions,
@@ -53,6 +72,7 @@ export const WorkflowEditActionFormUpdateRecord = ({
   const [formData, setFormData] = useState<UpdateRecordFormData>({
     objectName: action.settings.input.objectName,
     objectRecordId: action.settings.input.objectRecordId,
+    fieldsToUpdate: action.settings.input.fieldsToUpdate ?? [],
     ...action.settings.input.objectRecord,
   });
   const isFormDisabled = actionOptions.readonly;
@@ -75,6 +95,7 @@ export const WorkflowEditActionFormUpdateRecord = ({
     setFormData({
       objectName: action.settings.input.objectName,
       objectRecordId: action.settings.input.objectRecordId,
+      fieldsToUpdate: action.settings.input.fieldsToUpdate ?? [],
       ...action.settings.input.objectRecord,
     });
   }, [action.settings.input]);
@@ -88,6 +109,27 @@ export const WorkflowEditActionFormUpdateRecord = ({
     throw new Error('Should have found the metadata item');
   }
 
+  const inlineFieldMetadataItems = selectedObjectMetadataItem.fields
+    .filter(
+      (fieldMetadataItem) =>
+        !fieldMetadataItem.isSystem &&
+        fieldMetadataItem.isActive &&
+        AVAILABLE_FIELD_METADATA_TYPES.includes(fieldMetadataItem.type),
+    )
+    .sort((fieldMetadataItemA, fieldMetadataItemB) =>
+      fieldMetadataItemA.name.localeCompare(fieldMetadataItemB.name),
+    );
+
+  const inlineFieldDefinitions = inlineFieldMetadataItems.map(
+    (fieldMetadataItem) =>
+      formatFieldMetadataItemAsFieldDefinition({
+        field: fieldMetadataItem,
+        objectMetadataItem: selectedObjectMetadataItem,
+        showLabel: true,
+        labelWidth: 90,
+      }),
+  );
+
   const saveAction = useDebouncedCallback(
     async (formData: UpdateRecordFormData) => {
       if (actionOptions.readonly === true) {
@@ -97,6 +139,7 @@ export const WorkflowEditActionFormUpdateRecord = ({
       const {
         objectName: updatedObjectName,
         objectRecordId: updatedObjectRecordId,
+        fieldsToUpdate: updatedFieldsToUpdate,
         ...updatedOtherFields
       } = formData;
 
@@ -108,6 +151,7 @@ export const WorkflowEditActionFormUpdateRecord = ({
             objectName: updatedObjectName,
             objectRecordId: updatedObjectRecordId ?? '',
             objectRecord: updatedOtherFields,
+            fieldsToUpdate: updatedFieldsToUpdate ?? [],
           },
         },
       });
@@ -154,6 +198,7 @@ export const WorkflowEditActionFormUpdateRecord = ({
             const newFormData: UpdateRecordFormData = {
               objectName: updatedObjectName,
               objectRecordId: '',
+              fieldsToUpdate: [],
             };
 
             setFormData(newFormData);
@@ -172,6 +217,48 @@ export const WorkflowEditActionFormUpdateRecord = ({
           objectNameSingular={formData.objectName}
           defaultValue={formData.objectRecordId}
         />
+
+        <FormMultiSelectFieldInput
+          label="Fields to update"
+          defaultValue={formData.fieldsToUpdate}
+          options={inlineFieldDefinitions.map((field) => ({
+            label: field.label,
+            value: field.metadata.fieldName,
+            icon: getIcon(field.iconName),
+            color: 'gray',
+          }))}
+          onPersist={(fieldsToUpdate) =>
+            handleFieldChange('fieldsToUpdate', fieldsToUpdate)
+          }
+        />
+
+        <HorizontalSeparator noMargin />
+
+        {formData.fieldsToUpdate.map((fieldName) => {
+          const fieldDefinition = inlineFieldDefinitions.find(
+            (definition) => definition.metadata.fieldName === fieldName,
+          );
+
+          if (!isDefined(fieldDefinition)) {
+            return null;
+          }
+
+          const currentValue = formData[
+            fieldDefinition.metadata.fieldName
+          ] as JsonValue;
+
+          return (
+            <FormFieldInput
+              key={fieldDefinition.metadata.fieldName}
+              defaultValue={currentValue}
+              field={fieldDefinition}
+              onPersist={(value) => {
+                handleFieldChange(fieldDefinition.metadata.fieldName, value);
+              }}
+              VariablePicker={WorkflowVariablePicker}
+            />
+          );
+        })}
       </WorkflowStepBody>
     </>
   );

packages/twenty-server/src/modules/workflow/common/workspace-services/workflow-version-step.workspace-service.ts

@@ -4,6 +4,7 @@ import { InjectRepository } from '@nestjs/typeorm';
 import { Repository } from 'typeorm';
 import { v4 } from 'uuid';
 
+import { BASE_TYPESCRIPT_PROJECT_INPUT_SCHEMA } from 'src/engine/core-modules/serverless/drivers/constants/base-typescript-project-input-schema';
 import { WorkflowActionDTO } from 'src/engine/core-modules/workflow/dtos/workflow-step.dto';
 import { ObjectMetadataEntity } from 'src/engine/metadata-modules/object-metadata/object-metadata.entity';
 import { ServerlessFunctionService } from 'src/engine/metadata-modules/serverless-function/serverless-function.service';
@@ -20,7 +21,6 @@ import {
   WorkflowActionType,
 } from 'src/modules/workflow/workflow-executor/workflow-actions/types/workflow-action.type';
 import { isDefined } from 'src/utils/is-defined';
-import { BASE_TYPESCRIPT_PROJECT_INPUT_SCHEMA } from 'src/engine/core-modules/serverless/drivers/constants/base-typescript-project-input-schema';
 
 const TRIGGER_STEP_ID = 'trigger';
 
@@ -152,6 +152,7 @@ export class WorkflowVersionStepWorkspaceService {
               objectName: activeObjectMetadataItem?.nameSingular || '',
               objectRecord: {},
               objectRecordId: '',
+              fieldsToUpdate: [],
             },
           },
         };

packages/twenty-server/src/modules/workflow/workflow-executor/workflow-actions/record-crud/types/workflow-record-crud-action-input.type.ts

@@ -14,6 +14,7 @@ export type WorkflowUpdateRecordActionInput = {
   objectName: string;
   objectRecord: ObjectRecord;
   objectRecordId: string;
+  fieldsToUpdate: string[];
 };
 
 export type WorkflowDeleteRecordActionInput = {

packages/twenty-server/src/modules/workflow/workflow-executor/workflow-actions/record-crud/update-record.workflow-action.ts

@@ -2,7 +2,11 @@ import { Injectable } from '@nestjs/common';
 
 import { WorkflowAction } from 'src/modules/workflow/workflow-executor/interfaces/workflow-action.interface';
 
+import { getObjectMetadataMapItemByNameSingular } from 'src/engine/metadata-modules/utils/get-object-metadata-map-item-by-name-singular.util';
+import { ScopedWorkspaceContextFactory } from 'src/engine/twenty-orm/factories/scoped-workspace-context.factory';
 import { TwentyORMManager } from 'src/engine/twenty-orm/twenty-orm.manager';
+import { formatData } from 'src/engine/twenty-orm/utils/format-data.util';
+import { WorkspaceCacheStorageService } from 'src/engine/workspace-cache-storage/workspace-cache-storage.service';
 import {
   RecordCRUDActionException,
   RecordCRUDActionExceptionCode,
@@ -12,7 +16,11 @@ import { WorkflowActionResult } from 'src/modules/workflow/workflow-executor/wor
 
 @Injectable()
 export class UpdateRecordWorkflowAction implements WorkflowAction {
-  constructor(private readonly twentyORMManager: TwentyORMManager) {}
+  constructor(
+    private readonly twentyORMManager: TwentyORMManager,
+    private readonly workspaceCacheStorageService: WorkspaceCacheStorageService,
+    private readonly scopedWorkspaceContextFactory: ScopedWorkspaceContextFactory,
+  ) {}
 
   async execute(
     workflowActionInput: WorkflowUpdateRecordActionInput,
@@ -34,14 +42,85 @@ export class UpdateRecordWorkflowAction implements WorkflowAction {
       );
     }
 
+    const workspaceId = this.scopedWorkspaceContextFactory.create().workspaceId;
+
+    if (!workspaceId) {
+      throw new RecordCRUDActionException(
+        'Failed to read: Workspace ID is required',
+        RecordCRUDActionExceptionCode.INVALID_REQUEST,
+      );
+    }
+
+    const currentCacheVersion =
+      await this.workspaceCacheStorageService.getMetadataVersion(workspaceId);
+
+    if (currentCacheVersion === undefined) {
+      throw new RecordCRUDActionException(
+        'Failed to read: Metadata cache version not found',
+        RecordCRUDActionExceptionCode.INVALID_REQUEST,
+      );
+    }
+
+    const objectMetadataMaps =
+      await this.workspaceCacheStorageService.getObjectMetadataMaps(
+        workspaceId,
+        currentCacheVersion,
+      );
+
+    if (!objectMetadataMaps) {
+      throw new RecordCRUDActionException(
+        'Failed to read: Object metadata collection not found',
+        RecordCRUDActionExceptionCode.INVALID_REQUEST,
+      );
+    }
+
+    const objectMetadataItemWithFieldsMaps =
+      getObjectMetadataMapItemByNameSingular(
+        objectMetadataMaps,
+        workflowActionInput.objectName,
+      );
+
+    if (!objectMetadataItemWithFieldsMaps) {
+      throw new RecordCRUDActionException(
+        `Failed to read: Object ${workflowActionInput.objectName} not found`,
+        RecordCRUDActionExceptionCode.INVALID_REQUEST,
+      );
+    }
+
+    if (workflowActionInput.fieldsToUpdate.length === 0) {
+      return {
+        result: {
+          ...objectRecord,
+        },
+      };
+    }
+
+    const objectRecordWithFilteredFields = Object.keys(
+      workflowActionInput.objectRecord,
+    ).reduce((acc, key) => {
+      if (workflowActionInput.fieldsToUpdate.includes(key)) {
+        return {
+          ...acc,
+          [key]: workflowActionInput.objectRecord[key],
+        };
+      }
+
+      return acc;
+    }, {});
+
+    const objectRecordFormatted = formatData(
+      objectRecordWithFilteredFields,
+      objectMetadataItemWithFieldsMaps,
+    );
+
     await repository.update(workflowActionInput.objectRecordId, {
-      ...workflowActionInput.objectRecord,
+      ...objectRecordFormatted,
     });
 
     return {
       result: {
         ...objectRecord,
-        ...workflowActionInput.objectRecord,
+        ...objectRecordWithFilteredFields,
       },
     };
   }

packages/twenty-ui/src/navigation/menu-item/components/MenuItemMultiSelectTag.tsx

@@ -1,4 +1,4 @@
-import { Tag } from '@ui/display';
+import { IconComponent, Tag } from '@ui/display';
 import { Checkbox, CheckboxShape, CheckboxSize } from '@ui/input';
 import { ThemeColor } from '@ui/theme';
 import {
@@ -13,6 +13,7 @@ type MenuItemMultiSelectTagProps = {
   onClick?: () => void;
   color: ThemeColor | 'transparent';
   text: string;
+  Icon?: IconComponent;
 };
 
 export const MenuItemMultiSelectTag = ({
@@ -22,6 +23,7 @@ export const MenuItemMultiSelectTag = ({
   onClick,
   isKeySelected,
   text,
+  Icon,
 }: MenuItemMultiSelectTagProps) => {
   return (
     <StyledMenuItemBase
@@ -35,7 +37,7 @@ export const MenuItemMultiSelectTag = ({
         checked={selected}
       />
       <StyledMenuItemLeftContent>
-        <Tag color={color} text={text} />
+        <Tag color={color} text={text} Icon={Icon} />
       </StyledMenuItemLeftContent>
     </StyledMenuItemBase>
   );