WIP - saving list views

backend/migrations/tenant/20260410000001_create_saved_list_views.js

@@ -0,0 +1,55 @@
+/**
+ * Creates the saved_list_views table.
+ * Each row stores a named, reusable search/filter configuration for a specific
+ * CRM object type. Views can be private to the owning user or shared with the
+ * whole tenant.
+ *
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = function (knex) {
+  return knex.schema.createTable('saved_list_views', (table) => {
+    table.uuid('id').primary().defaultTo(knex.raw('(UUID())'));
+
+    // Human-readable name given by the user (or AI-suggested)
+    table.string('name').notNullable();
+
+    // The object this view belongs to (e.g. "Dog", "Contact")
+    table.string('object_api_name').notNullable();
+
+    // The user who created/owns this view
+    table.uuid('user_id').notNullable();
+
+    // When true the view is visible to all users in the tenant
+    table.boolean('is_shared').notNullable().defaultTo(false);
+
+    // Strategy is always "query" for saved views (keyword views are not saved)
+    table.string('strategy').notNullable().defaultTo('query');
+
+    // Resolved filters as JSON array of AiSearchFilter objects
+    table.json('filters').notNullable();
+
+    // Optional sort: { field: string, direction: "asc" | "desc" }
+    table.json('sort').nullable();
+
+    // AI-generated plain-language explanation of what this view shows
+    table.text('description').nullable();
+
+    table.timestamps(true, true);
+
+    // Foreign key to users
+    table.foreign('user_id').references('id').inTable('users').onDelete('CASCADE');
+
+    // Primary lookup: all views for an object visible to a user
+    table.index(['object_api_name', 'user_id']);
+    table.index(['object_api_name', 'is_shared']);
+  });
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = function (knex) {
+  return knex.schema.dropTableIfExists('saved_list_views');
+};

backend/src/ai-assistant/ai-assistant.controller.ts

@@ -38,4 +38,12 @@ export class AiAssistantController {
       payload,
     );
   }
+
+  @Post('suggest-view-name')
+  async suggestViewName(
+    @TenantId() tenantId: string,
+    @Body() payload: { objectLabel: string; filters: any[]; explanation?: string },
+  ) {
+    return this.aiAssistantService.suggestViewName(tenantId, payload);
+  }
 }

backend/src/ai-assistant/ai-assistant.service.ts

@@ -688,6 +688,8 @@ export class AiAssistantService {
           totalCount: meiliResults.total ?? records.totalCount ?? 0,
           strategy: plan.strategy,
           explanation: plan.explanation,
+          filters: [],
+          sort: null,
         };
       }
 
@@ -702,6 +704,8 @@ export class AiAssistantService {
         ...fallback,
         strategy: plan.strategy,
         explanation: plan.explanation,
+        filters: [],
+        sort: null,
       };
     }
 
@@ -730,9 +734,53 @@ export class AiAssistantService {
       ...filtered,
       strategy: plan.strategy,
       explanation: plan.explanation,
+      filters: resolvedFilters,
+      sort: plan.sort || null,
     };
   }
 
+  /**
+   * Asks the LLM to suggest a short, human-friendly name for a saved list view
+   * based on the resolved filters / explanation.
+   */
+  async suggestViewName(
+    tenantId: string,
+    payload: { objectLabel: string; filters: AiSearchFilter[]; explanation?: string },
+  ): Promise<{ suggestedName: string }> {
+    const openAiConfig = await this.getOpenAiConfig(tenantId);
+    if (!openAiConfig) {
+      return { suggestedName: `${payload.objectLabel} View` };
+    }
+
+    const model = new ChatOpenAI({
+      apiKey: openAiConfig.apiKey,
+      model: this.normalizeChatModel(openAiConfig.model),
+      temperature: 0.4,
+    });
+
+    const filterSummary = payload.explanation?.trim()
+      || payload.filters.map(f => `${f.field} ${f.operator} ${f.value ?? ''}`).join(', ')
+      || 'no filters';
+
+    try {
+      const response = await model.invoke([
+        new SystemMessage(
+          'You are a CRM assistant. Suggest a very short (2–5 words), descriptive, and human-friendly name for a saved list view. ' +
+          'Reply with ONLY the name, no quotes or punctuation.',
+        ),
+        new HumanMessage(
+          `Object: ${payload.objectLabel}.\nFilter summary: ${filterSummary}`,
+        ),
+      ]);
+
+      const raw = typeof response.content === 'string' ? response.content.trim() : '';
+      const suggestedName = raw || `${payload.objectLabel} View`;
+      return { suggestedName };
+    } catch {
+      return { suggestedName: `${payload.objectLabel} View` };
+    }
+  }
+
   // ============================================
   // Planning-Based LangGraph Workflow
   // ============================================

backend/src/app.module.ts

@@ -9,6 +9,7 @@ import { AppBuilderModule } from './app-builder/app-builder.module';
 import { PageLayoutModule } from './page-layout/page-layout.module';
 import { VoiceModule } from './voice/voice.module';
 import { AiAssistantModule } from './ai-assistant/ai-assistant.module';
+import { SavedListViewModule } from './saved-list-view/saved-list-view.module';
 
 @Module({
   imports: [
@@ -24,6 +25,7 @@ import { AiAssistantModule } from './ai-assistant/ai-assistant.module';
     PageLayoutModule,
     VoiceModule,
     AiAssistantModule,
+    SavedListViewModule,
   ],
 })
 export class AppModule {}

backend/src/object/runtime-object.controller.ts

@@ -111,4 +111,33 @@ export class RuntimeObjectController {
       user.userId,
     );
   }
+
+  /**
+   * Direct filter-based search — used when applying a saved list view.
+   * Bypasses the AI planning step; accepts pre-resolved structured filters.
+   */
+  @Post(':objectApiName/records/search')
+  async searchRecords(
+    @TenantId() tenantId: string,
+    @Param('objectApiName') objectApiName: string,
+    @CurrentUser() user: any,
+    @Body() body: {
+      filters?: Array<{ field: string; operator: string; value?: any; values?: any[]; from?: string; to?: string }>;
+      sort?: { field: string; direction: 'asc' | 'desc' } | null;
+      page?: number;
+      pageSize?: number;
+    },
+  ) {
+    const page = Number.isFinite(Number(body?.page)) ? Number(body.page) : 1;
+    const pageSize = Number.isFinite(Number(body?.pageSize)) ? Number(body.pageSize) : 25;
+
+    return this.objectService.searchRecordsWithFilters(
+      tenantId,
+      objectApiName,
+      user.userId,
+      body?.filters || [],
+      { page, pageSize },
+      body?.sort || undefined,
+    );
+  }
 }

backend/src/saved-list-view/dto/saved-list-view.dto.ts

@@ -0,0 +1,57 @@
+import { IsString, IsNotEmpty, IsArray, IsOptional, IsBoolean } from 'class-validator';
+
+export class CreateSavedViewDto {
+  @IsString()
+  @IsNotEmpty()
+  name: string;
+
+  @IsString()
+  @IsNotEmpty()
+  objectApiName: string;
+
+  @IsArray()
+  filters: Array<{
+    field: string;
+    operator: string;
+    value?: any;
+    values?: any[];
+    from?: string;
+    to?: string;
+  }>;
+
+  @IsOptional()
+  sort?: { field: string; direction: 'asc' | 'desc' } | null;
+
+  @IsOptional()
+  @IsString()
+  description?: string;
+}
+
+export class UpdateSavedViewDto {
+  @IsOptional()
+  @IsString()
+  @IsNotEmpty()
+  name?: string;
+
+  @IsOptional()
+  @IsBoolean()
+  isShared?: boolean;
+
+  @IsOptional()
+  @IsArray()
+  filters?: Array<{
+    field: string;
+    operator: string;
+    value?: any;
+    values?: any[];
+    from?: string;
+    to?: string;
+  }>;
+
+  @IsOptional()
+  sort?: { field: string; direction: 'asc' | 'desc' } | null;
+
+  @IsOptional()
+  @IsString()
+  description?: string;
+}

backend/src/saved-list-view/saved-list-view.controller.ts

@@ -0,0 +1,58 @@
+import {
+  Controller,
+  Get,
+  Post,
+  Patch,
+  Delete,
+  Body,
+  Param,
+  UseGuards,
+} from '@nestjs/common';
+import { JwtAuthGuard } from '../auth/jwt-auth.guard';
+import { CurrentUser } from '../auth/current-user.decorator';
+import { TenantId } from '../tenant/tenant.decorator';
+import { SavedListViewService } from './saved-list-view.service';
+import { CreateSavedViewDto, UpdateSavedViewDto } from './dto/saved-list-view.dto';
+
+@Controller('saved-views')
+@UseGuards(JwtAuthGuard)
+export class SavedListViewController {
+  constructor(private readonly savedListViewService: SavedListViewService) {}
+
+  @Get(':objectApiName')
+  findByObject(
+    @TenantId() tenantId: string,
+    @CurrentUser() user: any,
+    @Param('objectApiName') objectApiName: string,
+  ) {
+    return this.savedListViewService.findByObject(tenantId, user.userId, objectApiName);
+  }
+
+  @Post()
+  create(
+    @TenantId() tenantId: string,
+    @CurrentUser() user: any,
+    @Body() dto: CreateSavedViewDto,
+  ) {
+    return this.savedListViewService.create(tenantId, user.userId, dto);
+  }
+
+  @Patch(':id')
+  update(
+    @TenantId() tenantId: string,
+    @CurrentUser() user: any,
+    @Param('id') id: string,
+    @Body() dto: UpdateSavedViewDto,
+  ) {
+    return this.savedListViewService.update(tenantId, user.userId, id, dto);
+  }
+
+  @Delete(':id')
+  remove(
+    @TenantId() tenantId: string,
+    @CurrentUser() user: any,
+    @Param('id') id: string,
+  ) {
+    return this.savedListViewService.remove(tenantId, user.userId, id);
+  }
+}

backend/src/saved-list-view/saved-list-view.module.ts

@@ -0,0 +1,12 @@
+import { Module } from '@nestjs/common';
+import { SavedListViewService } from './saved-list-view.service';
+import { SavedListViewController } from './saved-list-view.controller';
+import { TenantModule } from '../tenant/tenant.module';
+
+@Module({
+  imports: [TenantModule],
+  controllers: [SavedListViewController],
+  providers: [SavedListViewService],
+  exports: [SavedListViewService],
+})
+export class SavedListViewModule {}

backend/src/saved-list-view/saved-list-view.service.ts

@@ -0,0 +1,107 @@
+import { Injectable, NotFoundException, ForbiddenException } from '@nestjs/common';
+import { TenantDatabaseService } from '../tenant/tenant-database.service';
+import { CreateSavedViewDto, UpdateSavedViewDto } from './dto/saved-list-view.dto';
+
+@Injectable()
+export class SavedListViewService {
+  constructor(private readonly tenantDbService: TenantDatabaseService) {}
+
+  /**
+   * Returns all saved views visible to the user for a given object:
+   * - Views owned by the user (private or shared)
+   * - Views owned by other users that are shared with the tenant
+   */
+  async findByObject(tenantId: string, userId: string, objectApiName: string) {
+    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
+
+    const rows = await knex('saved_list_views')
+      .where({ object_api_name: objectApiName })
+      .andWhere(function () {
+        this.where({ user_id: userId }).orWhere({ is_shared: true });
+      })
+      .orderBy('created_at', 'asc');
+
+    return rows.map((r: any) => this.deserialize(r, userId));
+  }
+
+  async create(tenantId: string, userId: string, dto: CreateSavedViewDto) {
+    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
+
+    // MySQL Knex returns [0] for UUID PKs (not auto-increment), so generate the
+    // UUID in application code and use it directly for the subsequent fetch.
+    const id = require('crypto').randomUUID();
+
+    await knex('saved_list_views').insert({
+      id,
+      name: dto.name,
+      object_api_name: dto.objectApiName,
+      user_id: userId,
+      is_shared: false,
+      strategy: 'query',
+      filters: JSON.stringify(dto.filters || []),
+      sort: dto.sort ? JSON.stringify(dto.sort) : null,
+      description: dto.description || null,
+    });
+
+    const row = await knex('saved_list_views').where({ id }).first();
+    return this.deserialize(row, userId);
+  }
+
+  async update(tenantId: string, userId: string, id: string, dto: UpdateSavedViewDto) {
+    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
+
+    const existing = await knex('saved_list_views').where({ id }).first();
+    if (!existing) throw new NotFoundException(`Saved view ${id} not found`);
+    if (existing.user_id !== userId) {
+      throw new ForbiddenException('You can only modify views you own');
+    }
+
+    const updates: Record<string, any> = { updated_at: knex.fn.now() };
+    if (dto.name !== undefined) updates.name = dto.name;
+    if (dto.isShared !== undefined) updates.is_shared = dto.isShared;
+    if (dto.filters !== undefined) updates.filters = JSON.stringify(dto.filters);
+    if (dto.sort !== undefined) updates.sort = dto.sort ? JSON.stringify(dto.sort) : null;
+    if (dto.description !== undefined) updates.description = dto.description;
+
+    await knex('saved_list_views').where({ id }).update(updates);
+
+    const row = await knex('saved_list_views').where({ id }).first();
+    return this.deserialize(row, userId);
+  }
+
+  async remove(tenantId: string, userId: string, id: string) {
+    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
+
+    const existing = await knex('saved_list_views').where({ id }).first();
+    if (!existing) throw new NotFoundException(`Saved view ${id} not found`);
+    if (existing.user_id !== userId) {
+      throw new ForbiddenException('You can only delete views you own');
+    }
+
+    await knex('saved_list_views').where({ id }).delete();
+    return { deleted: true };
+  }
+
+  private deserialize(row: any, currentUserId: string) {
+    return {
+      id: row.id,
+      name: row.name,
+      objectApiName: row.object_api_name,
+      userId: row.user_id,
+      isOwner: row.user_id === currentUserId,
+      isShared: Boolean(row.is_shared),
+      strategy: row.strategy,
+      filters: typeof row.filters === 'string' ? JSON.parse(row.filters) : (row.filters ?? []),
+      sort: row.sort
+        ? (typeof row.sort === 'string' ? JSON.parse(row.sort) : row.sort)
+        : null,
+      description: row.description,
+      createdAt: row.created_at,
+      updatedAt: row.updated_at,
+    };
+  }
+}