[DASHBOARDS] chat agent improvements + new validation layer

packages/twenty-front/src/modules/ai/hooks/useBrowsingContext.ts

@@ -1,3 +1,7 @@
+import { t } from '@lingui/core/macro';
+import { useRecoilCallback } from 'recoil';
+import { isDefined } from 'twenty-shared/utils';
+
 import { type BrowsingContext } from '@/ai/types/BrowsingContext';
 import { MAIN_CONTEXT_STORE_INSTANCE_ID } from '@/context-store/constants/MainContextStoreInstanceId';
 import { contextStoreCurrentObjectMetadataItemIdComponentState } from '@/context-store/states/contextStoreCurrentObjectMetadataItemIdComponentState';
@@ -7,9 +11,11 @@ import { contextStoreFiltersComponentState } from '@/context-store/states/contex
 import { contextStoreTargetedRecordsRuleComponentState } from '@/context-store/states/contextStoreTargetedRecordsRuleComponentState';
 import { ContextStoreViewType } from '@/context-store/types/ContextStoreViewType';
 import { objectMetadataItemsState } from '@/object-metadata/states/objectMetadataItemsState';
+import { CoreObjectNameSingular } from '@/object-metadata/types/CoreObjectNameSingular';
+import { recordStoreFamilySelector } from '@/object-record/record-store/states/selectors/recordStoreFamilySelector';
+import { getTabListInstanceIdFromPageLayoutId } from '@/page-layout/utils/getTabListInstanceIdFromPageLayoutId';
+import { activeTabIdComponentState } from '@/ui/layout/tab-list/states/activeTabIdComponentState';
 import { coreViewFromViewIdFamilySelector } from '@/views/states/selectors/coreViewFromViewIdFamilySelector';
-import { t } from '@lingui/core/macro';
-import { useRecoilCallback } from 'recoil';
 
 export const useGetBrowsingContext = () => {
   const getBrowsingContext = useRecoilCallback(
@@ -61,11 +67,44 @@ export const useGetBrowsingContext = () => {
             return null;
           }
 
-          return {
+          const recordContext: BrowsingContext = {
             type: 'recordPage',
             objectNameSingular: objectMetadataItem.nameSingular,
             recordId: targetedRecordsRule.selectedRecordIds[0],
           };
+
+          if (
+            objectMetadataItem.nameSingular === CoreObjectNameSingular.Dashboard
+          ) {
+            const pageLayoutId = snapshot
+              .getLoadable(
+                recordStoreFamilySelector<string | null | undefined>({
+                  recordId: targetedRecordsRule.selectedRecordIds[0],
+                  fieldName: 'pageLayoutId',
+                }),
+              )
+              .getValue();
+
+            if (isDefined(pageLayoutId)) {
+              const tabListInstanceId =
+                getTabListInstanceIdFromPageLayoutId(pageLayoutId);
+              const activeTabId = snapshot
+                .getLoadable(
+                  activeTabIdComponentState.atomFamily({
+                    instanceId: tabListInstanceId,
+                  }),
+                )
+                .getValue();
+
+              return {
+                ...recordContext,
+                pageLayoutId,
+                activeTabId,
+              };
+            }
+          }
+
+          return recordContext;
         }
 
         if (

packages/twenty-front/src/modules/ai/types/BrowsingContext.ts

@@ -3,6 +3,8 @@ export type BrowsingContext =
       type: 'recordPage';
       objectNameSingular: string;
       recordId: string;
+      pageLayoutId?: string;
+      activeTabId?: string | null;
     }
   | {
       type: 'listView';

packages/twenty-server/src/engine/metadata-modules/ai/ai-agent/types/browsingContext.type.ts

@@ -3,6 +3,8 @@ export type BrowsingContextType =
       type: 'recordPage';
       objectNameSingular: string;
       recordId: string;
+      pageLayoutId?: string;
+      activeTabId?: string | null;
     }
   | {
       type: 'listView';

packages/twenty-server/src/engine/metadata-modules/ai/ai-chat/services/chat-execution.service.ts

@@ -12,7 +12,7 @@ import {
   type UITools,
 } from 'ai';
 import { AppPath } from 'twenty-shared/types';
-import { getAppPath } from 'twenty-shared/utils';
+import { getAppPath, isDefined } from 'twenty-shared/utils';
 
 import { type CodeExecutionStreamEmitter } from 'src/engine/core-modules/tool-provider/interfaces/tool-provider.interface';
 
@@ -237,20 +237,28 @@ export class ChatExecutionService {
         workspace,
         browsingContext.objectNameSingular,
         browsingContext.recordId,
+        browsingContext.pageLayoutId,
+        browsingContext.activeTabId,
       );
     }
 
     if (browsingContext.type === 'listView') {
       return this.buildListViewContext(browsingContext);
     }
 
+    this.logger.warn(
+      `Unhandled browsing context type: ${(browsingContext as { type: string }).type}`,
+    );
+
     return '';
   }
 
   private buildRecordPageContext(
     workspace: WorkspaceEntity,
     objectNameSingular: string,
     recordId: string,
+    pageLayoutId?: string,
+    activeTabId?: string | null,
   ): string {
     const resourceUrl = this.workspaceDomainsService.buildWorkspaceURL({
       workspace,
@@ -260,7 +268,21 @@ export class ChatExecutionService {
       }),
     });
 
-    return `The user is viewing a ${objectNameSingular} record (ID: ${recordId}, URL: ${resourceUrl}). Use tools to fetch record details if needed.`;
+    let context = `The user is viewing a ${objectNameSingular} record (ID: ${recordId}, URL: ${resourceUrl}). Use tools to fetch record details if needed.`;
+
+    if (objectNameSingular === 'dashboard') {
+      context += `\nLoad \`dashboard-building\` skill before making dashboard edits.`;
+
+      if (isDefined(pageLayoutId)) {
+        context += `\nDashboard pageLayoutId: ${pageLayoutId}.`;
+      }
+
+      if (isDefined(activeTabId)) {
+        context += `\nActive dashboard tab ID: ${activeTabId}. Use this tab for widget additions unless the user specifies otherwise.`;
+      }
+    }
+
+    return context;
   }
 
   private buildListViewContext(browsingContext: {

packages/twenty-server/src/engine/workspace-manager/twenty-standard-application/utils/skill-metadata/create-standard-flat-skill-metadata.util.ts

@@ -146,6 +146,9 @@ Before creating any GRAPH widget, you MUST:
 
 GRAPH widgets require real UUIDs from the workspace metadata, NOT made-up values.
 
+You can use \`build_dashboard_widget_config\` to resolve object/field IDs and generate valid GRAPH widget configuration.
+KPI/aggregate charts are \`AGGREGATE_CHART\` (still GRAPH widgets).
+
 ## Understanding User Language
 
 Users describe charts using UI terminology. Here's how to translate:
@@ -157,14 +160,14 @@ Users describe charts using UI terminology. Here's how to translate:
 
 **X axis section (primary grouping - the bars/categories):**
 - "X axis" / "data on display" / "categories": primaryAxisGroupByFieldMetadataId
-- "X axis subfield" / "Address.city": primaryAxisGroupBySubFieldName
+- "X axis subfield" / "addressCity": primaryAxisGroupBySubFieldName
 - "Date granularity" (on X axis): primaryAxisDateGranularity
 - "Sort by" (on X axis): primaryAxisOrderBy
 
 **Y axis section (what's being measured + optional secondary grouping):**
 - "Y axis" / "data on display" / "measure" / "metric": aggregateFieldMetadataId + aggregateOperation
 - "Group by" / "stacking" / "colors" / "breakdown": secondaryAxisGroupByFieldMetadataId
-- "Group by subfield" / "Address.city": secondaryAxisGroupBySubFieldName
+- "Group by subfield" / "addressCity": secondaryAxisGroupBySubFieldName
 - "Date granularity" (on Group by): secondaryAxisGroupByDateGranularity
 - "Sort by" (on Group by): secondaryAxisOrderBy
 - "Cumulative" / "running total": isCumulative
@@ -176,6 +179,11 @@ Users describe charts using UI terminology. Here's how to translate:
 - "Data labels" / "show values": displayDataLabel
 - "Legend" / "show legend": displayLegend
 
+**Subfield syntax examples:**
+- Composite: \`address\` + \`addressCity\` → \`primaryAxisGroupBySubFieldName: "addressCity"\`
+- Relation: \`company.name\` → \`primaryAxisGroupBySubFieldName: "name"\`
+- Relation + composite: input \`company.address.addressCity\` → stored \`primaryAxisGroupBySubFieldName: "address.addressCity"\`
+
 ### CRITICAL: "Remove groupby" / "remove stacking" / "unstacked"
 When users say this for bar/line charts, they mean remove the SECONDARY grouping (the colors/stacking).
 - Set secondaryAxisGroupByFieldMetadataId to null
@@ -185,7 +193,7 @@ When users say this for bar/line charts, they mean remove the SECONDARY grouping
 
 ### Pie Chart Settings
 - "Each slice represents" / "slices": groupByFieldMetadataId
-- "Slice subfield" / "Address.city": groupBySubFieldName
+- "Slice subfield" / "addressCity": groupBySubFieldName
 - "Hide empty category": hideEmptyCategory
 - "Show value in center": showValueInCenter
 
@@ -260,9 +268,11 @@ Text content widget:
 
 1. Ask user what data they want to visualize
 2. Load list_object_metadata_items to discover available objects and fields
-3. Create dashboard with appropriate widgets using real field IDs
-4. Use get_dashboard to verify creation and see current configuration
-5. When modifying, first understand current config before making changes
+3. Always use get_dashboard before modifying widgets
+4. Use build_dashboard_widget_config to resolve field IDs and generate config
+5. Add/update widgets with add_dashboard_widget/update_dashboard_widget (use activeTabId from context if available)
+6. Use get_dashboard to verify creation and see current configuration
+7. When modifying, first understand current config before making changes
 
 ## Best Practices