Use AI assistant to create records in the system, added configurable list views

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

@@ -12,15 +12,94 @@ export interface AiChatContext {
 
 export interface AiAssistantReply {
   reply: string;
-  action?: 'create_record' | 'collect_fields' | 'clarify';
+  action?: 'create_record' | 'collect_fields' | 'clarify' | 'plan_complete' | 'plan_pending';
   missingFields?: string[];
   record?: any;
+  records?: any[]; // Multiple records when plan execution completes
+  plan?: RecordCreationPlan;
 }
 
+// ============================================
+// Entity Discovery Types
+// ============================================
+
+export interface EntityFieldInfo {
+  apiName: string;
+  label: string;
+  type: string;
+  isRequired: boolean;
+  isSystem: boolean;
+  referenceObject?: string; // For LOOKUP fields, the target entity
+  description?: string;
+}
+
+export interface EntityRelationship {
+  fieldApiName: string;
+  fieldLabel: string;
+  targetEntity: string;
+  relationshipType: 'lookup' | 'master-detail' | 'polymorphic';
+}
+
+export interface EntityInfo {
+  apiName: string;
+  label: string;
+  pluralLabel?: string;
+  description?: string;
+  fields: EntityFieldInfo[];
+  requiredFields: string[]; // Field apiNames that are required
+  relationships: EntityRelationship[];
+}
+
+export interface SystemEntities {
+  entities: EntityInfo[];
+  entityByApiName: Record<string, EntityInfo>; // Changed from Map for state serialization
+  loadedAt: number;
+}
+
+// ============================================
+// Planning Types
+// ============================================
+
+export interface PlannedRecord {
+  id: string; // Temporary ID for planning (e.g., "temp_account_1")
+  entityApiName: string;
+  entityLabel: string;
+  fields: Record<string, any>;
+  resolvedFields?: Record<string, any>; // Fields after dependency resolution
+  missingRequiredFields: string[];
+  dependsOn: string[]; // IDs of other planned records this depends on
+  status: 'pending' | 'ready' | 'created' | 'failed';
+  createdRecordId?: string; // Actual ID after creation
+  wasExisting?: boolean; // True if record already existed in database
+  error?: string;
+}
+
+export interface RecordCreationPlan {
+  id: string;
+  records: PlannedRecord[];
+  executionOrder: string[]; // Ordered list of planned record IDs
+  status: 'building' | 'incomplete' | 'ready' | 'executing' | 'completed' | 'failed';
+  createdRecords: any[];
+  errors: string[];
+}
+
+// ============================================
+// State Types
+// ============================================
+
 export interface AiAssistantState {
   message: string;
+  messages?: any[]; // BaseMessage[] from langchain - used when invoked by Deep Agent
   history?: AiChatMessage[];
   context: AiChatContext;
+  
+  // Entity discovery
+  systemEntities?: SystemEntities;
+  
+  // Planning
+  plan?: RecordCreationPlan;
+  
+  // Legacy fields (kept for compatibility during transition)
   objectDefinition?: any;
   pageLayout?: any;
   extractedFields?: Record<string, any>;

backend/src/object/field-mapper.service.ts

@@ -79,6 +79,10 @@ export class FieldMapperService {
     const frontendType = this.mapFieldType(field.type);
     const isLookupField = frontendType === 'belongsTo' || field.type.toLowerCase().includes('lookup');
     
+    // Hide 'id' field from list view by default
+    const isIdField = field.apiName === 'id';
+    const defaultShowOnList = isIdField ? false : true;
+    
     return {
       id: field.id,
       apiName: field.apiName,
@@ -95,7 +99,7 @@ export class FieldMapperService {
       isReadOnly: field.isSystem || uiMetadata.isReadOnly || false,
       
       // View visibility
-      showOnList: uiMetadata.showOnList !== false,
+      showOnList: uiMetadata.showOnList !== undefined ? uiMetadata.showOnList : defaultShowOnList,
       showOnDetail: uiMetadata.showOnDetail !== false,
       showOnEdit: uiMetadata.showOnEdit !== false && !field.isSystem,
       sortable: uiMetadata.sortable !== false,
@@ -141,6 +145,7 @@ export class FieldMapperService {
       'boolean': 'boolean',
       'date': 'date',
       'datetime': 'datetime',
+      'date_time': 'datetime',
       'time': 'time',
       'email': 'email',
       'url': 'url',

backend/src/page-layout/dto/page-layout.dto.ts

@@ -1,4 +1,6 @@
-import { IsString, IsUUID, IsBoolean, IsOptional, IsObject } from 'class-validator';
+import { IsString, IsUUID, IsBoolean, IsOptional, IsObject, IsIn } from 'class-validator';
+
+export type PageLayoutType = 'detail' | 'list';
 
 export class CreatePageLayoutDto {
   @IsString()
@@ -7,18 +9,25 @@ export class CreatePageLayoutDto {
   @IsUUID()
   objectId: string;
 
+  @IsIn(['detail', 'list'])
+  @IsOptional()
+  layoutType?: PageLayoutType = 'detail';
+
   @IsBoolean()
   @IsOptional()
   isDefault?: boolean;
 
   @IsObject()
   layoutConfig: {
+    // For detail layouts: grid-based field positions
     fields: Array<{
       fieldId: string;
-      x: number;
-      y: number;
-      w: number;
-      h: number;
+      x?: number;
+      y?: number;
+      w?: number;
+      h?: number;
+      // For list layouts: field order (optional, defaults to array index)
+      order?: number;
     }>;
     relatedLists?: string[];
   };
@@ -42,10 +51,11 @@ export class UpdatePageLayoutDto {
   layoutConfig?: {
     fields: Array<{
       fieldId: string;
-      x: number;
-      y: number;
-      w: number;
-      h: number;
+      x?: number;
+      y?: number;
+      w?: number;
+      h?: number;
+      order?: number;
     }>;
     relatedLists?: string[];
   };

backend/src/page-layout/page-layout.controller.ts

@@ -10,7 +10,7 @@ import {
   Query,
 } from '@nestjs/common';
 import { PageLayoutService } from './page-layout.service';
-import { CreatePageLayoutDto, UpdatePageLayoutDto } from './dto/page-layout.dto';
+import { CreatePageLayoutDto, UpdatePageLayoutDto, PageLayoutType } from './dto/page-layout.dto';
 import { JwtAuthGuard } from '../auth/jwt-auth.guard';
 import { TenantId } from '../tenant/tenant.decorator';
 
@@ -25,13 +25,21 @@ export class PageLayoutController {
   }
 
   @Get()
-  findAll(@TenantId() tenantId: string, @Query('objectId') objectId?: string) {
-    return this.pageLayoutService.findAll(tenantId, objectId);
+  findAll(
+    @TenantId() tenantId: string, 
+    @Query('objectId') objectId?: string,
+    @Query('layoutType') layoutType?: PageLayoutType,
+  ) {
+    return this.pageLayoutService.findAll(tenantId, objectId, layoutType);
   }
 
   @Get('default/:objectId')
-  findDefaultByObject(@TenantId() tenantId: string, @Param('objectId') objectId: string) {
-    return this.pageLayoutService.findDefaultByObject(tenantId, objectId);
+  findDefaultByObject(
+    @TenantId() tenantId: string, 
+    @Param('objectId') objectId: string,
+    @Query('layoutType') layoutType?: PageLayoutType,
+  ) {
+    return this.pageLayoutService.findDefaultByObject(tenantId, objectId, layoutType || 'detail');
   }
 
   @Get(':id')

backend/src/page-layout/page-layout.service.ts

@@ -1,6 +1,6 @@
 import { Injectable, NotFoundException } from '@nestjs/common';
 import { TenantDatabaseService } from '../tenant/tenant-database.service';
-import { CreatePageLayoutDto, UpdatePageLayoutDto } from './dto/page-layout.dto';
+import { CreatePageLayoutDto, UpdatePageLayoutDto, PageLayoutType } from './dto/page-layout.dto';
 
 @Injectable()
 export class PageLayoutService {
@@ -8,17 +8,19 @@ export class PageLayoutService {
 
   async create(tenantId: string, createDto: CreatePageLayoutDto) {
     const knex = await this.tenantDbService.getTenantKnex(tenantId);
+    const layoutType = createDto.layoutType || 'detail';
     
-    // If this layout is set as default, unset other defaults for the same object
+    // If this layout is set as default, unset other defaults for the same object and layout type
     if (createDto.isDefault) {
       await knex('page_layouts')
-        .where({ object_id: createDto.objectId })
+        .where({ object_id: createDto.objectId, layout_type: layoutType })
         .update({ is_default: false });
     }
 
     const [id] = await knex('page_layouts').insert({
       name: createDto.name,
       object_id: createDto.objectId,
+      layout_type: layoutType,
       is_default: createDto.isDefault || false,
       layout_config: JSON.stringify(createDto.layoutConfig),
       description: createDto.description || null,
@@ -29,7 +31,7 @@ export class PageLayoutService {
     return result;
   }
 
-  async findAll(tenantId: string, objectId?: string) {
+  async findAll(tenantId: string, objectId?: string, layoutType?: PageLayoutType) {
     const knex = await this.tenantDbService.getTenantKnex(tenantId);
     
     let query = knex('page_layouts');
@@ -38,6 +40,10 @@ export class PageLayoutService {
       query = query.where({ object_id: objectId });
     }
 
+    if (layoutType) {
+      query = query.where({ layout_type: layoutType });
+    }
+
     const layouts = await query.orderByRaw('is_default DESC, name ASC');
     return layouts;
   }
@@ -54,11 +60,11 @@ export class PageLayoutService {
     return layout;
   }
 
-  async findDefaultByObject(tenantId: string, objectId: string) {
+  async findDefaultByObject(tenantId: string, objectId: string, layoutType: PageLayoutType = 'detail') {
     const knex = await this.tenantDbService.getTenantKnex(tenantId);
     
     const layout = await knex('page_layouts')
-      .where({ object_id: objectId, is_default: true })
+      .where({ object_id: objectId, is_default: true, layout_type: layoutType })
       .first();
 
     return layout || null;
@@ -68,13 +74,12 @@ export class PageLayoutService {
     const knex = await this.tenantDbService.getTenantKnex(tenantId);
     
     // Check if layout exists
-    await this.findOne(tenantId, id);
+    const layout = await this.findOne(tenantId, id);
 
-    // If setting as default, unset other defaults for the same object
+    // If setting as default, unset other defaults for the same object and layout type
     if (updateDto.isDefault) {
-      const layout = await this.findOne(tenantId, id);
       await knex('page_layouts')
-        .where({ object_id: layout.object_id })
+        .where({ object_id: layout.object_id, layout_type: layout.layout_type })
         .whereNot({ id })
         .update({ is_default: false });
     }