WIP - fix displaying name for owner field

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/migrations/tenant/20260410000002_add_saved_list_view_object_definition.js

@@ -0,0 +1,35 @@
+/**
+ * Inserts a system object_definition row for SavedListView.
+ * This allows saved_list_views records to be shared via record_shares
+ * (which requires a valid objectDefinitionId FK).
+ *
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = async function (knex) {
+  // Only insert if it doesn't already exist (idempotent)
+  const existing = await knex('object_definitions')
+    .where({ apiName: 'SavedListView' })
+    .first();
+
+  if (!existing) {
+    await knex('object_definitions').insert({
+      apiName: 'SavedListView',
+      label: 'Saved List View',
+      pluralLabel: 'Saved List Views',
+      description: 'System object for sharing saved list views via record_shares',
+      isSystem: true,
+      isCustom: false,
+    });
+  }
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = async function (knex) {
+  await knex('object_definitions')
+    .where({ apiName: 'SavedListView' })
+    .delete();
+};

backend/migrations/tenant/20260410000003_add_alias_and_name_to_users.js

@@ -0,0 +1,30 @@
+/**
+ * Add 'alias' and virtual 'name' column to users table.
+ * 
+ * - alias: a user-editable display name / nickname
+ * - name:  a generated column that returns COALESCE(alias, CONCAT(firstName, ' ', lastName), email)
+ *          so that lookup fields referencing User.name always resolve.
+ */
+exports.up = function (knex) {
+  return knex.schema.alterTable('users', (table) => {
+    table.string('alias', 255).nullable().after('lastName');
+    table.string('name', 512).nullable().after('alias');
+  }).then(() => {
+    // Backfill existing rows: name = alias, or firstName + lastName, or email
+    return knex.raw(`
+      UPDATE users
+      SET name = COALESCE(
+        NULLIF(alias, ''),
+        NULLIF(TRIM(CONCAT(COALESCE(firstName, ''), ' ', COALESCE(lastName, ''))), ''),
+        email
+      )
+    `);
+  });
+};
+
+exports.down = function (knex) {
+  return knex.schema.alterTable('users', (table) => {
+    table.dropColumn('name');
+    table.dropColumn('alias');
+  });
+};

backend/prisma/schema.prisma

@@ -20,6 +20,8 @@ model User {
   password  String
   firstName String?
   lastName  String?
+  alias     String?
+  name      String?
   isActive  Boolean  @default(true)
   createdAt DateTime @default(now())
   updatedAt DateTime @updatedAt

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

@@ -49,7 +49,7 @@ type AiSearchPayload = {
 @Injectable()
 export class AiAssistantService {
   private readonly logger = new Logger(AiAssistantService.name);
-  private readonly defaultModel = process.env.OPENAI_MODEL || 'gpt-4o';
+  private readonly defaultModel = process.env.OPENAI_MODEL || 'gpt-5.4-mini';
   private readonly conversationState = new Map<
     string,
     { fields: Record<string, any>; updatedAt: number }
@@ -688,6 +688,8 @@ export class AiAssistantService {
           totalCount: meiliResults.total ?? records.totalCount ?? 0,
           strategy: plan.strategy,
           explanation: plan.explanation,
+          filters: [],
+          sort: null,
         };
       }
 
@@ -702,16 +704,28 @@ export class AiAssistantService {
         ...fallback,
         strategy: plan.strategy,
         explanation: plan.explanation,
+        filters: [],
+        sort: null,
       };
     }
 
     console.log('AI search plan (query):', plan);
 
+    // Resolve any LOOKUP filter values (user typed a name, we find the related record ID)
+    const resolvedFilters = await this.resolveRelatedFilters(
+      resolvedTenantId,
+      userId,
+      objectDefinition,
+      plan.filters || [],
+    );
+
+    console.log('Resolved filters for query strategy:', resolvedFilters);
+
     const filtered = await this.objectService.searchRecordsWithFilters(
       resolvedTenantId,
       payload.objectApiName,
       userId,
-      plan.filters || [],
+      resolvedFilters,
       { page, pageSize },
       plan.sort || undefined,
     );
@@ -720,9 +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
   // ============================================
@@ -2207,6 +2265,59 @@ export class AiAssistantService {
     return extracted;
   }
 
+  /**
+   * Resolves LOOKUP filter values from human-readable names to actual record IDs.
+   * When the AI produces a filter like { field: "familyId", operator: "eq", value: "Gaona Family" },
+   * this method looks up "Gaona Family" in the referenced object and replaces the value with its ID.
+   */
+  private async resolveRelatedFilters(
+    tenantId: string,
+    userId: string,
+    objectDefinition: any,
+    filters: AiSearchFilter[],
+  ): Promise<AiSearchFilter[]> {
+    if (!filters || filters.length === 0) return filters;
+
+    const lookupFieldMap = new Map<string, string>(); // apiName → referenceObject
+    for (const field of objectDefinition.fields || []) {
+      if (field.type === 'LOOKUP' && field.referenceObject) {
+        lookupFieldMap.set(field.apiName, field.referenceObject);
+      }
+    }
+
+    const resolved: AiSearchFilter[] = [];
+    for (const filter of filters) {
+      const referenceObject = lookupFieldMap.get(filter.field);
+      if (
+        referenceObject &&
+        filter.value &&
+        typeof filter.value === 'string' &&
+        !this.isUuid(filter.value)
+      ) {
+        // Try to resolve the name to an ID in the referenced object
+        try {
+          console.log(`Resolving LOOKUP filter: ${filter.field} → searching "${filter.value}" in ${referenceObject}`);
+          const relatedRecord = await this.searchForExistingRecord(tenantId, userId, referenceObject, filter.value);
+          if (relatedRecord?.id) {
+            console.log(`Resolved "${filter.value}" → ID: ${relatedRecord.id}`);
+            resolved.push({ ...filter, operator: 'eq', value: relatedRecord.id });
+          } else {
+            // Could not resolve; keep as-is so we get 0 results rather than wrong ones
+            console.warn(`Could not resolve related record "${filter.value}" in ${referenceObject}; keeping original filter`);
+            resolved.push(filter);
+          }
+        } catch (err) {
+          this.logger.warn(`Failed to resolve lookup filter for ${filter.field}: ${err.message}`);
+          resolved.push(filter);
+        }
+      } else {
+        resolved.push(filter);
+      }
+    }
+
+    return resolved;
+  }
+
   private async buildSearchPlan(
     tenantId: string,
     message: string,
@@ -2250,25 +2361,65 @@ export class AiAssistantService {
       apiName: field.apiName,
       label: field.label,
       type: field.type,
+      ...(field.referenceObject ? { referenceObject: field.referenceObject } : {}),
     }));
 
     const formatInstructions = parser.getFormatInstructions();
     const today = new Date().toISOString();
 
+    const systemPromptLines = [
+      `You are a CRM search assistant. The user is browsing a list of "${objectDefinition.label || objectDefinition.apiName}" records.`,
+      ``,
+      `Your task: decide whether the user input is a KEYWORD search or a STRUCTURED QUERY, then return the correct JSON plan.`,
+      ``,
+      `=== STRATEGY DECISION RULES ===`,
+      `Use strategy="query" when the user:`,
+      `  - Describes a record attribute or property value (e.g. "list all golden retrievers" → filter the race field)`,
+      `  - Uses phrases like "list all X", "show all X", "find all X", "filter by X", "where X is Y"`,
+      `  - Mentions a specific field value, status, category, type, breed, color, size, or any distinguishing characteristic`,
+      `  - Requests records matching a condition (e.g. "created this week", "price > 100", "active only")`,
+      `  - Asks for sorted or ordered results (e.g. "newest first", "alphabetically")`,
+      ``,
+      `Use strategy="keyword" ONLY when the user types a bare search term with no clear field or attribute intent`,
+      `  - e.g. a lone name or identifier: "rex", "john", "acme corp"`,
+      ``,
+      `=== HOW TO MAP USER LANGUAGE TO FIELDS ===`,
+      `When the user describes a characteristic or property value, find the best-matching field from the Fields list`,
+      `and apply a "contains" filter (or "eq" for exact values). Do NOT fall back to keyword just because the`,
+      `field name is not explicitly mentioned — infer the intent from context.`,
+      ``,
+      `EXAMPLES (Object = Dog, fields include: name, race, size, color, createdAt, familyId[LOOKUP→Family]):`,
+      `  "list all cocker spaniels"        → strategy=query, filter: race contains "cocker spaniel"`,
+      `  "show golden retrievers"           → strategy=query, filter: race contains "golden retriever"`,
+      `  "large dogs"                       → strategy=query, filter: size contains "large"`,
+      `  "dogs added this week"             → strategy=query, filter: createdAt between <monday> <today>`,
+      `  "dogs belonging to Gaona Family"  → strategy=query, filter: familyId eq "Gaona Family"`,
+      `  "rex"                              → strategy=keyword, keyword="rex"`,
+      ``,
+      `=== LOOKUP FIELDS ===`,
+      `Fields with type LOOKUP store a reference (ID) to another object (referenceObject).`,
+      `When the user refers to a related record by its name (e.g. "belonging to Gaona Family"),`,
+      `output the human-readable name as the filter value — the system will resolve it to the correct ID.`,
+      `Use the LOOKUP field apiName (e.g. familyId) as the filter field.`,
+      ``,
+      `=== OUTPUT FORMAT ===`,
+      `Return a JSON object with these keys:`,
+      `  strategy    : "keyword" or "query"`,
+      `  explanation : short plain-language description of what the search does`,
+      `  keyword     : the search term when strategy is "keyword", otherwise null`,
+      `  filters     : array of filter objects for strategy="query" (empty array otherwise)`,
+      `  sort        : {field, direction} when sorting is requested, otherwise null`,
+      ``,
+      `Each filter object: { field: <apiName>, operator: <op>, value?, values?, from?, to? }`,
+      `Valid operators: eq | neq | gt | gte | lt | lte | contains | startsWith | endsWith | in | notIn | isNull | notNull | between`,
+      `Use "between" with {from, to} for date ranges.`,
+      `Only use field apiName values exactly as they appear in the Fields list provided.`,
+      ``,
+      formatInstructions,
+    ].join('\n');
+
     const response = await model.invoke([
-      new SystemMessage(
+      new SystemMessage(systemPromptLines),
-        `You are a CRM search assistant. Decide whether the user input is a keyword search or a structured query.` +
-          `\nReturn a JSON object with keys: strategy, explanation, keyword, filters, sort.` +
-          `\n- strategy must be "keyword" or "query".` +
-          `\n- explanation must be a short sentence explaining the approach.` +
-          `\n- keyword should be the search term when strategy is "keyword", otherwise null.` +
-          `\n- filters is an array of {field, operator, value, values, from, to}.` +
-          `\n- operators must be one of eq, neq, gt, gte, lt, lte, contains, startsWith, endsWith, in, notIn, isNull, notNull, between.` +
-          `\n- Use between with from/to when the user gives date ranges like "yesterday" or "last week".` +
-          `\n- sort should be {field, direction} when sorting is requested.` +
-          `\n- Only use field apiName values exactly as provided.` +
-          `\n${formatInstructions}`,
-      ),
       new HumanMessage(
         `Object: ${objectDefinition.label || objectDefinition.apiName}.\n` +
           `Fields: ${JSON.stringify(fields)}.\n` +
@@ -2279,10 +2430,30 @@ export class AiAssistantService {
 
     const content = typeof response.content === 'string' ? response.content : '{}';
     const parsed = await parser.parse(content);
-    return this.normalizeSearchPlan(parsed, message);
+    const normalizedPlan = this.normalizeSearchPlan(parsed, message, objectDefinition);
+
+    console.log('AI search plan:', normalizedPlan);
+
+    if (normalizedPlan.strategy === 'query') {
+      const aiExplanation = await this.generateQueryExplanationWithAi(
+        model,
+        message,
+        objectDefinition,
+        normalizedPlan,
+      );
+      if (aiExplanation) {
+        normalizedPlan.explanation = aiExplanation;
+      }
     }
 
-  private normalizeSearchPlan(plan: AiSearchPlan, message: string): AiSearchPlan {
+    return normalizedPlan;
+  }
+
+  private normalizeSearchPlan(
+    plan: AiSearchPlan,
+    message: string,
+    objectDefinition?: any,
+  ): AiSearchPlan {
     if (!plan || typeof plan !== 'object') {
       return this.buildSearchPlanFallback(message);
     }
@@ -2302,15 +2473,158 @@ export class AiAssistantService {
       };
     }
 
+    const queryExplanation = this.buildQueryExplanation(
+      message,
+      objectDefinition,
+      Array.isArray(plan.filters) ? plan.filters : [],
+      plan.sort || null,
+    );
+
     return {
       strategy,
-      explanation,
+      explanation: queryExplanation || explanation,
       keyword: null,
       filters: Array.isArray(plan.filters) ? plan.filters : [],
       sort: plan.sort || null,
     };
   }
 
+  private buildQueryExplanation(
+    message: string,
+    objectDefinition: any,
+    filters: AiSearchFilter[],
+    sort: { field: string; direction: 'asc' | 'desc' } | null,
+  ): string {
+    const fieldLabelByApiName = new Map<string, string>(
+      (objectDefinition?.fields || []).map((field: any) => [field.apiName, field.label || field.apiName]),
+    );
+    const objectLabel = objectDefinition?.label || objectDefinition?.apiName || 'records';
+
+    const filterParts = filters
+      .map((filter) => this.describeFilter(filter, fieldLabelByApiName))
+      .filter(Boolean) as string[];
+
+    const sortLabel = sort?.field
+      ? fieldLabelByApiName.get(sort.field) || sort.field
+      : null;
+    const sortPart =
+      sortLabel && sort?.direction
+        ? `sorted by ${sortLabel} (${sort.direction === 'desc' ? 'newest/highest first' : 'oldest/lowest first'})`
+        : '';
+
+    if (filterParts.length > 0 && sortPart) {
+      return `Showing ${objectLabel} where ${filterParts.join(' and ')}, ${sortPart}.`;
+    }
+
+    if (filterParts.length > 0) {
+      return `Showing ${objectLabel} where ${filterParts.join(' and ')}.`;
+    }
+
+    if (sortPart) {
+      return `Showing ${objectLabel} ${sortPart}.`;
+    }
+
+    return `Applied filters based on: "${message.trim()}".`;
+  }
+
+  private describeFilter(filter: AiSearchFilter, fieldLabelByApiName: Map<string, string>): string {
+    const fieldLabel = fieldLabelByApiName.get(filter.field) || filter.field;
+    const formatValue = (value: any) =>
+      value === null || value === undefined || value === ''
+        ? 'empty'
+        : typeof value === 'string'
+          ? `"${value}"`
+          : String(value);
+
+    switch (filter.operator) {
+      case 'eq':
+        return `${fieldLabel} is ${formatValue(filter.value)}`;
+      case 'neq':
+        return `${fieldLabel} is not ${formatValue(filter.value)}`;
+      case 'gt':
+        return `${fieldLabel} is greater than ${formatValue(filter.value)}`;
+      case 'gte':
+        return `${fieldLabel} is at least ${formatValue(filter.value)}`;
+      case 'lt':
+        return `${fieldLabel} is less than ${formatValue(filter.value)}`;
+      case 'lte':
+        return `${fieldLabel} is at most ${formatValue(filter.value)}`;
+      case 'contains':
+        return `${fieldLabel} contains ${formatValue(filter.value)}`;
+      case 'startsWith':
+        return `${fieldLabel} starts with ${formatValue(filter.value)}`;
+      case 'endsWith':
+        return `${fieldLabel} ends with ${formatValue(filter.value)}`;
+      case 'in':
+        return `${fieldLabel} is one of ${(filter.values || []).map(formatValue).join(', ')}`;
+      case 'notIn':
+        return `${fieldLabel} is not one of ${(filter.values || []).map(formatValue).join(', ')}`;
+      case 'isNull':
+        return `${fieldLabel} is empty`;
+      case 'notNull':
+        return `${fieldLabel} is not empty`;
+      case 'between':
+        if (filter.from && filter.to) {
+          return `${fieldLabel} is between ${formatValue(filter.from)} and ${formatValue(filter.to)}`;
+        }
+        if (filter.from) {
+          return `${fieldLabel} is from ${formatValue(filter.from)} onward`;
+        }
+        if (filter.to) {
+          return `${fieldLabel} is up to ${formatValue(filter.to)}`;
+        }
+        return `${fieldLabel} uses a date range filter`;
+      default:
+        return '';
+    }
+  }
+
+  private async generateQueryExplanationWithAi(
+    model: ChatOpenAI,
+    message: string,
+    objectDefinition: any,
+    plan: AiSearchPlan,
+  ): Promise<string | null> {
+    try {
+      const fields = (objectDefinition?.fields || []).map((field: any) => ({
+        apiName: field.apiName,
+        label: field.label || field.apiName,
+      }));
+
+      const response = await model.invoke([
+        new SystemMessage(
+          `You explain CRM list query results in plain language for end users.` +
+            `\nWrite one short sentence (max 25 words).` +
+            `\nDescribe the resulting filters/sort in business language.` +
+            `\nDo NOT mention SQL, JSON, "strategy", "query mode", or AI decision process.` +
+            `\nIf values are present, mention the most important ones clearly.`,
+        ),
+        new HumanMessage(
+          `Object: ${objectDefinition?.label || objectDefinition?.apiName || 'records'}\n` +
+            `User request: ${message}\n` +
+            `Available fields: ${JSON.stringify(fields)}\n` +
+            `Applied filters: ${JSON.stringify(plan.filters || [])}\n` +
+            `Applied sort: ${JSON.stringify(plan.sort || null)}\n` +
+            `Current explanation draft: ${plan.explanation}`,
+        ),
+      ]);
+
+      const content = Array.isArray(response.content)
+        ? response.content
+            .map((part: any) => (typeof part === 'string' ? part : part?.text || ''))
+            .join(' ')
+        : String(response.content || '');
+      const cleaned = content.trim().replace(/\s+/g, ' ');
+
+      console.log('AI-generated query explanation:', cleaned);
+
+      return cleaned || null;
+    } catch (error) {
+      this.logger.warn(`AI query explanation refinement failed: ${error.message}`);
+      return null;
+    }
+  }
+
   private sanitizeUserOwnerFields(
     fields: Record<string, any>,
     fieldDefinitions: any[],

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/models/user.model.ts

@@ -1,4 +1,5 @@
 import { BaseModel } from './base.model';
+import { ModelOptions, QueryContext } from 'objection';
 
 export class User extends BaseModel {
   static tableName = 'users';
@@ -8,6 +9,8 @@ export class User extends BaseModel {
   password: string;
   firstName?: string;
   lastName?: string;
+  alias?: string;
+  name?: string;
   isActive: boolean;
   createdAt: Date;
   updatedAt: Date;
@@ -22,11 +25,37 @@ export class User extends BaseModel {
         password: { type: 'string' },
         firstName: { type: 'string' },
         lastName: { type: 'string' },
+        alias: { type: 'string' },
+        name: { type: 'string' },
         isActive: { type: 'boolean' },
       },
     };
   }
 
+  /**
+   * Compute the `name` column before insert/update so lookup fields
+   * referencing User.name always have a value.
+   */
+  private computeName() {
+    if (this.alias) {
+      this.name = this.alias;
+    } else if (this.firstName || this.lastName) {
+      this.name = [this.firstName, this.lastName].filter(Boolean).join(' ');
+    } else if (this.email) {
+      this.name = this.email;
+    }
+  }
+
+  $beforeInsert(queryContext: QueryContext) {
+    super.$beforeInsert(queryContext);
+    this.computeName();
+  }
+
+  $beforeUpdate(opt: ModelOptions, queryContext: QueryContext) {
+    super.$beforeUpdate(opt, queryContext);
+    this.computeName();
+  }
+
   static get relationMappings() {
     const { UserRole } = require('./user-role.model');
     const { Role } = require('./role.model');

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

@@ -152,6 +152,7 @@ export class FieldMapperService {
       'phone': 'text',
       'picklist': 'select',
       'multipicklist': 'multiSelect',
+      'multi_picklist': 'multiSelect',
       'lookup': 'belongsTo',
       'master-detail': 'belongsTo',
       'currency': 'currency',

backend/src/object/object.service.ts

@@ -336,13 +336,27 @@ export class ObjectService {
       updated_at: knex.fn.now(),
     };
     
-    // Store relationDisplayField in UI metadata if provided
+    // Build UI metadata from all sources
-    if (data.relationDisplayField || data.relationObjects || data.relationTypeField) {
+    const uiMetadataObj: any = {};
-      fieldData.ui_metadata = JSON.stringify({
+
-        relationDisplayField: data.relationDisplayField,
+    // Merge general uiMetadata (options, placeholder, helpText, etc.)
-        relationObjects: data.relationObjects,
+    if (data.uiMetadata && typeof data.uiMetadata === 'object') {
-        relationTypeField: data.relationTypeField,
+      Object.assign(uiMetadataObj, data.uiMetadata);
-      });
+    }
+
+    // Store relation-specific fields in UI metadata if provided
+    if (data.relationDisplayField) {
+      uiMetadataObj.relationDisplayField = data.relationDisplayField;
+    }
+    if (data.relationObjects) {
+      uiMetadataObj.relationObjects = data.relationObjects;
+    }
+    if (data.relationTypeField) {
+      uiMetadataObj.relationTypeField = data.relationTypeField;
+    }
+
+    if (Object.keys(uiMetadataObj).length > 0) {
+      fieldData.ui_metadata = JSON.stringify(uiMetadataObj);
     }
     
     await knex('field_definitions').insert(fieldData);

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/rbac/setup-users.controller.ts

@@ -39,7 +39,7 @@ export class SetupUsersController {
   @Post()
   async createUser(
     @TenantId() tenantId: string,
-    @Body() data: { email: string; password: string; firstName?: string; lastName?: string },
+    @Body() data: { email: string; password: string; firstName?: string; lastName?: string; alias?: string },
   ) {
     const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
     const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
@@ -52,6 +52,7 @@ export class SetupUsersController {
       password: hashedPassword,
       firstName: data.firstName,
       lastName: data.lastName,
+      alias: data.alias,
       isActive: true,
     });
     
@@ -62,7 +63,7 @@ export class SetupUsersController {
   async updateUser(
     @TenantId() tenantId: string,
     @Param('id') id: string,
-    @Body() data: { email?: string; password?: string; firstName?: string; lastName?: string },
+    @Body() data: { email?: string; password?: string; firstName?: string; lastName?: string; alias?: string },
   ) {
     const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
     const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
@@ -72,6 +73,7 @@ export class SetupUsersController {
     if (data.email) updateData.email = data.email;
     if (data.firstName !== undefined) updateData.firstName = data.firstName;
     if (data.lastName !== undefined) updateData.lastName = data.lastName;
+    if (data.alias !== undefined) updateData.alias = data.alias;
     
     // Hash password if provided
     if (data.password) {

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

@@ -0,0 +1,53 @@
+import { IsString, IsNotEmpty, IsArray, IsOptional } 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()
+  @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 +1,92 @@
+import {
+  Controller,
+  Get,
+  Post,
+  Patch,
+  Delete,
+  Body,
+  Param,
+  UseGuards,
+  ForbiddenException,
+  NotFoundException,
+} 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';
+import { CreateRecordShareDto } from '../rbac/dto/create-record-share.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);
+  }
+
+  // ── Sharing endpoints (reuse record_shares table) ────────────────────────
+
+  @Get(':id/shares')
+  getShares(
+    @TenantId() tenantId: string,
+    @CurrentUser() user: any,
+    @Param('id') id: string,
+  ) {
+    return this.savedListViewService.getShares(tenantId, user.userId, id);
+  }
+
+  @Post(':id/shares')
+  createShare(
+    @TenantId() tenantId: string,
+    @CurrentUser() user: any,
+    @Param('id') id: string,
+    @Body() dto: CreateRecordShareDto,
+  ) {
+    return this.savedListViewService.createShare(tenantId, user.userId, id, dto);
+  }
+
+  @Delete(':id/shares/:shareId')
+  removeShare(
+    @TenantId() tenantId: string,
+    @CurrentUser() user: any,
+    @Param('id') id: string,
+    @Param('shareId') shareId: string,
+  ) {
+    return this.savedListViewService.removeShare(tenantId, user.userId, id, shareId);
+  }
+}

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 +1,264 @@
+import { Injectable, NotFoundException, ForbiddenException, BadRequestException } from '@nestjs/common';
+import { TenantDatabaseService } from '../tenant/tenant-database.service';
+import { CreateSavedViewDto, UpdateSavedViewDto } from './dto/saved-list-view.dto';
+import { RecordShare } from '../models/record-share.model';
+import { ObjectDefinition } from '../models/object-definition.model';
+
+@Injectable()
+export class SavedListViewService {
+  constructor(private readonly tenantDbService: TenantDatabaseService) {}
+
+  // ── Helpers ──────────────────────────────────────────────────────────────
+
+  /**
+   * Resolves the system object_definition ID for SavedListView.
+   * This is needed to create record_shares rows for saved views.
+   */
+  private async getSavedViewObjectDefId(knex: any): Promise<string> {
+    const objectDef = await ObjectDefinition.query(knex)
+      .findOne({ apiName: 'SavedListView' });
+    if (!objectDef) {
+      throw new BadRequestException(
+        'SavedListView system object not found. Please run migrations.',
+      );
+    }
+    return objectDef.id;
+  }
+
+  // ── CRUD ─────────────────────────────────────────────────────────────────
+
+  /**
+   * Returns all saved views visible to the user for a given object:
+   * - Views owned by the user
+   * - Views shared with the user via record_shares
+   */
+  async findByObject(tenantId: string, userId: string, objectApiName: string) {
+    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
+
+    const objectDefId = await this.getSavedViewObjectDefId(knex);
+
+    // IDs of views shared with this user via record_shares
+    const sharedViewIds = await RecordShare.query(knex)
+      .where({ objectDefinitionId: objectDefId, granteeUserId: userId })
+      .whereNull('revokedAt')
+      .where(builder => {
+        builder.whereNull('expiresAt').orWhere('expiresAt', '>', new Date());
+      })
+      .select('recordId');
+
+    const sharedIds = sharedViewIds.map((s: any) => s.recordId);
+
+    const rows = await knex('saved_list_views')
+      .where({ object_api_name: objectApiName })
+      .andWhere(function () {
+        this.where({ user_id: userId });
+        if (sharedIds.length > 0) {
+          this.orWhereIn('id', sharedIds);
+        }
+      })
+      .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);
+
+    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.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');
+    }
+
+    // Also clean up any record_shares for this view
+    const objectDefId = await this.getSavedViewObjectDefId(knex);
+    await RecordShare.query(knex)
+      .where({ objectDefinitionId: objectDefId, recordId: id })
+      .delete();
+
+    await knex('saved_list_views').where({ id }).delete();
+    return { deleted: true };
+  }
+
+  // ── Sharing via record_shares ────────────────────────────────────────────
+
+  async getShares(tenantId: string, userId: string, viewId: string) {
+    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
+
+    const view = await knex('saved_list_views').where({ id: viewId }).first();
+    if (!view) throw new NotFoundException('Saved view not found');
+    if (view.user_id !== userId) {
+      throw new ForbiddenException('Only the view owner can manage sharing');
+    }
+
+    const objectDefId = await this.getSavedViewObjectDefId(knex);
+
+    const shares = await RecordShare.query(knex)
+      .where({ objectDefinitionId: objectDefId, recordId: viewId })
+      .whereNull('revokedAt')
+      .where(builder => {
+        builder.whereNull('expiresAt').orWhere('expiresAt', '>', new Date());
+      })
+      .withGraphFetched('[granteeUser]')
+      .orderBy('createdAt', 'desc');
+
+    return shares;
+  }
+
+  async createShare(
+    tenantId: string,
+    userId: string,
+    viewId: string,
+    dto: { granteeUserId: string; canRead: boolean; canEdit: boolean; canDelete: boolean; expiresAt?: string },
+  ) {
+    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
+
+    const view = await knex('saved_list_views').where({ id: viewId }).first();
+    if (!view) throw new NotFoundException('Saved view not found');
+    if (view.user_id !== userId) {
+      throw new ForbiddenException('Only the view owner can share it');
+    }
+    if (dto.granteeUserId === userId) {
+      throw new BadRequestException('Cannot share a view with yourself');
+    }
+
+    const objectDefId = await this.getSavedViewObjectDefId(knex);
+
+    // Upsert: if non-revoked share already exists for this grantee, update it
+    const existing = await RecordShare.query(knex)
+      .where({
+        objectDefinitionId: objectDefId,
+        recordId: viewId,
+        granteeUserId: dto.granteeUserId,
+      })
+      .whereNull('revokedAt')
+      .first();
+
+    if (existing) {
+      await RecordShare.query(knex)
+        .patchAndFetchById(existing.id, {
+          accessLevel: {
+            canRead: dto.canRead,
+            canEdit: dto.canEdit,
+            canDelete: dto.canDelete,
+          },
+          expiresAt: dto.expiresAt
+            ? (knex.raw('?', [new Date(dto.expiresAt).toISOString().slice(0, 19).replace('T', ' ')]) as any)
+            : null,
+        } as any);
+
+      return RecordShare.query(knex)
+        .findById(existing.id)
+        .withGraphFetched('[granteeUser]');
+    }
+
+    const share = await RecordShare.query(knex).insertAndFetch({
+      objectDefinitionId: objectDefId,
+      recordId: viewId,
+      granteeUserId: dto.granteeUserId,
+      grantedByUserId: userId,
+      accessLevel: {
+        canRead: dto.canRead,
+        canEdit: dto.canEdit,
+        canDelete: dto.canDelete,
+      },
+      expiresAt: dto.expiresAt
+        ? (knex.raw('?', [new Date(dto.expiresAt).toISOString().slice(0, 19).replace('T', ' ')]) as any)
+        : null,
+    } as any);
+
+    return RecordShare.query(knex)
+      .findById(share.id)
+      .withGraphFetched('[granteeUser]');
+  }
+
+  async removeShare(tenantId: string, userId: string, viewId: string, shareId: string) {
+    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
+
+    const view = await knex('saved_list_views').where({ id: viewId }).first();
+    if (!view) throw new NotFoundException('Saved view not found');
+    if (view.user_id !== userId) {
+      throw new ForbiddenException('Only the view owner can manage sharing');
+    }
+
+    const share = await RecordShare.query(knex).findById(shareId);
+    if (!share) throw new NotFoundException('Share not found');
+
+    // Soft-revoke
+    await RecordShare.query(knex)
+      .findById(shareId)
+      .patch({ revokedAt: knex.fn.now() } as any);
+
+    return { revoked: true };
+  }
+
+  // ── Serialisation ────────────────────────────────────────────────────────
+
+  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,
+    };
+  }
+}

frontend/components/RecordSharing.vue

@@ -186,6 +186,8 @@ interface Props {
   objectApiName: string;
   recordId: string;
   ownerId?: string;
+  /** Optional base URL override for shares API. Defaults to /runtime/objects/{objectApiName}/records/{recordId}/shares */
+  basePath?: string;
 }
 
 const props = defineProps<Props>();
@@ -193,6 +195,11 @@ const props = defineProps<Props>();
 const { api } = useApi();
 const { toast } = useToast();
 
+/** Computed base path for all share API calls */
+const sharesBasePath = computed(() =>
+  props.basePath || `/runtime/objects/${props.objectApiName}/records/${props.recordId}/shares`
+);
+
 const loading = ref(true);
 const sharing = ref(false);
 const removing = ref<string | null>(null);
@@ -236,9 +243,7 @@ const loadShares = async () => {
   try {
     loading.value = true;
     error.value = null;
-    const response = await api.get(
+    const response = await api.get(sharesBasePath.value);
-      `/runtime/objects/${props.objectApiName}/records/${props.recordId}/shares`
-    );
     shares.value = response || [];
   } catch (e: any) {
     console.error('Failed to load shares:', e);
@@ -286,7 +291,7 @@ const createShare = async () => {
     console.log('Final payload:', payload);
     
     await api.post(
-      `/runtime/objects/${props.objectApiName}/records/${props.recordId}/shares`,
+      sharesBasePath.value,
       payload
     );
     toast.success('Record shared successfully');
@@ -313,7 +318,7 @@ const removeShare = async (shareId: string) => {
   try {
     removing.value = shareId;
     await api.delete(
-      `/runtime/objects/${props.objectApiName}/records/${props.recordId}/shares/${shareId}`
+      `${sharesBasePath.value}/${shareId}`
     );
     toast.success('Share removed successfully');
     await loadShares();

frontend/components/SavedViewPanel.vue

@@ -0,0 +1,234 @@
+<script setup lang="ts">
+import { ref, computed, nextTick } from 'vue'
+import {
+  Sheet,
+  SheetContent,
+  SheetHeader,
+  SheetTitle,
+  SheetDescription,
+} from '@/components/ui/sheet'
+import { Button } from '@/components/ui/button'
+import { Input } from '@/components/ui/input'
+import { Badge } from '@/components/ui/badge'
+import { Separator } from '@/components/ui/separator'
+import { Pencil, Trash2, Users, Check, X, ChevronLeft } from 'lucide-vue-next'
+import type { SavedView, UpdateSavedViewPayload } from '@/composables/useSavedViews'
+
+interface Props {
+  open: boolean
+  views: SavedView[]
+  objectLabel: string
+  activeViewId?: string | null
+}
+
+const props = withDefaults(defineProps<Props>(), {
+  activeViewId: null,
+})
+
+const emit = defineEmits<{
+  'update:open': [value: boolean]
+  'apply-view': [view: SavedView]
+  'update-view': [id: string, payload: UpdateSavedViewPayload]
+  'delete-view': [view: SavedView]
+}>()
+
+const editingId = ref<string | null>(null)
+const editName = ref('')
+const deletingId = ref<string | null>(null)
+
+// Sharing sub-view: when set, renders RecordSharing for this view
+const sharingView = ref<SavedView | null>(null)
+
+const ownViews = computed(() => props.views.filter(v => v.isOwner))
+const sharedViews = computed(() => props.views.filter(v => !v.isOwner))
+
+function startEdit(view: SavedView) {
+  editingId.value = view.id
+  editName.value = view.name
+}
+
+function cancelEdit() {
+  editingId.value = null
+  editName.value = ''
+}
+
+function commitEdit(view: SavedView) {
+  const name = editName.value.trim()
+  if (name && name !== view.name) {
+    emit('update-view', view.id, { name })
+  }
+  cancelEdit()
+}
+
+function openSharing(view: SavedView) {
+  sharingView.value = view
+}
+
+function closeSharing() {
+  sharingView.value = null
+}
+
+function confirmDelete(view: SavedView) {
+  deletingId.value = view.id
+}
+
+function cancelDelete() {
+  deletingId.value = null
+}
+
+function executeDelete(view: SavedView) {
+  emit('delete-view', view)
+  deletingId.value = null
+}
+</script>
+
+<template>
+  <Sheet :open="open" @update:open="emit('update:open', $event)">
+    <SheetContent class="w-[420px] sm:w-[520px] overflow-y-auto">
+
+      <!-- ─── Sharing sub-view ─── -->
+      <template v-if="sharingView">
+        <SheetHeader class="mb-4">
+          <div class="flex items-center gap-2">
+            <Button size="icon" variant="ghost" class="h-7 w-7 -ml-1" @click="closeSharing">
+              <ChevronLeft class="h-4 w-4" />
+            </Button>
+            <div>
+              <SheetTitle>Share "{{ sharingView.name }}"</SheetTitle>
+              <SheetDescription>
+                Grant access to specific users for this saved view.
+              </SheetDescription>
+            </div>
+          </div>
+        </SheetHeader>
+
+        <RecordSharing
+          object-api-name="SavedListView"
+          :record-id="sharingView.id"
+          :owner-id="sharingView.userId"
+          :base-path="`/saved-views/${sharingView.id}/shares`"
+        />
+      </template>
+
+      <!-- ─── Main view list ─── -->
+      <template v-else>
+        <SheetHeader class="mb-4">
+          <SheetTitle>{{ objectLabel }} — Saved Views</SheetTitle>
+          <SheetDescription>
+            Manage your saved searches. Share views with specific users from your workspace.
+          </SheetDescription>
+        </SheetHeader>
+
+        <!-- Own Views -->
+        <section>
+          <p class="text-xs font-semibold text-muted-foreground uppercase tracking-wide mb-2">
+            My Views
+          </p>
+
+          <div v-if="ownViews.length === 0" class="text-sm text-muted-foreground py-3">
+            You have no saved views yet. Run a search and click <strong>Save view</strong>.
+          </div>
+
+          <ul class="space-y-1">
+            <li
+              v-for="view in ownViews"
+              :key="view.id"
+              class="group rounded-md border bg-card px-3 py-2"
+            >
+              <!-- Confirm delete row -->
+              <div v-if="deletingId === view.id" class="flex items-center gap-2">
+                <span class="flex-1 text-sm text-destructive">Delete "{{ view.name }}"?</span>
+                <Button size="sm" variant="destructive" @click="executeDelete(view)">Delete</Button>
+                <Button size="sm" variant="outline" @click="cancelDelete">Cancel</Button>
+              </div>
+
+              <!-- Edit name row -->
+              <div v-else-if="editingId === view.id" class="flex items-center gap-2">
+                <Input
+                  v-model="editName"
+                  class="h-7 flex-1 text-sm"
+                  @keyup.enter="commitEdit(view)"
+                  @keyup.escape="cancelEdit"
+                  autofocus
+                />
+                <Button size="icon" variant="ghost" class="h-7 w-7" @click="commitEdit(view)">
+                  <Check class="h-3.5 w-3.5" />
+                </Button>
+                <Button size="icon" variant="ghost" class="h-7 w-7" @click="cancelEdit">
+                  <X class="h-3.5 w-3.5" />
+                </Button>
+              </div>
+
+              <!-- Normal row -->
+              <div v-else class="flex items-center gap-2 min-h-[28px]">
+                <!-- View name (click to apply) -->
+                <button
+                  class="flex-1 text-left text-sm truncate hover:text-primary transition-colors"
+                  :class="{ 'font-medium text-primary': activeViewId === view.id }"
+                  @click="emit('apply-view', view); emit('update:open', false)"
+                >
+                  {{ view.name }}
+                </button>
+
+                <!-- Actions (visible on hover) -->
+                <div class="flex items-center gap-1 opacity-0 group-hover:opacity-100 transition-opacity">
+                  <Button size="icon" variant="ghost" class="h-6 w-6" title="Rename" @click="startEdit(view)">
+                    <Pencil class="h-3 w-3" />
+                  </Button>
+                  <Button
+                    size="icon"
+                    variant="ghost"
+                    class="h-6 w-6"
+                    title="Share"
+                    @click="openSharing(view)"
+                  >
+                    <Users class="h-3 w-3" />
+                  </Button>
+                  <Button size="icon" variant="ghost" class="h-6 w-6 text-destructive hover:text-destructive" title="Delete" @click="confirmDelete(view)">
+                    <Trash2 class="h-3 w-3" />
+                  </Button>
+                </div>
+              </div>
+
+              <!-- Description -->
+              <p
+                v-if="view.description && editingId !== view.id && deletingId !== view.id"
+                class="text-xs text-muted-foreground mt-1 truncate"
+              >
+                {{ view.description }}
+              </p>
+            </li>
+          </ul>
+        </section>
+
+        <!-- Shared views by others -->
+        <template v-if="sharedViews.length > 0">
+          <Separator class="my-4" />
+          <section>
+            <p class="text-xs font-semibold text-muted-foreground uppercase tracking-wide mb-2">
+              Shared with me
+            </p>
+            <ul class="space-y-1">
+              <li
+                v-for="view in sharedViews"
+                :key="view.id"
+                class="rounded-md border bg-card px-3 py-2"
+              >
+                <button
+                  class="w-full text-left text-sm truncate hover:text-primary transition-colors"
+                  :class="{ 'font-medium text-primary': activeViewId === view.id }"
+                  @click="emit('apply-view', view); emit('update:open', false)"
+                >
+                  {{ view.name }}
+                </button>
+                <p v-if="view.description" class="text-xs text-muted-foreground mt-1 truncate">
+                  {{ view.description }}
+                </p>
+              </li>
+            </ul>
+          </section>
+        </template>
+      </template>
+    </SheetContent>
+  </Sheet>
+</template>

frontend/components/fields/FieldRenderer.vue

@@ -249,6 +249,51 @@ const handleRelationTypeUpdate = (value: string | null) => {
         </SelectContent>
       </Select>
 
+      <!-- Multi-Select -->
+      <div v-else-if="field.type === FieldType.MULTI_SELECT" class="space-y-2">
+        <div class="flex flex-wrap gap-1 min-h-[36px] rounded-md border border-input bg-background px-3 py-2">
+          <Badge
+            v-for="selectedVal in (Array.isArray(value) ? value : [])"
+            :key="String(selectedVal)"
+            variant="secondary"
+            class="gap-1 cursor-pointer"
+            @click="value = (value || []).filter((v: any) => v !== selectedVal)"
+          >
+            {{ field.options?.find(o => o.value === selectedVal)?.label || selectedVal }}
+            <span class="text-xs ml-1">&times;</span>
+          </Badge>
+          <span v-if="!value || (Array.isArray(value) && value.length === 0)" class="text-sm text-muted-foreground">
+            {{ field.placeholder || 'Select options...' }}
+          </span>
+        </div>
+        <div class="space-y-1">
+          <div
+            v-for="option in field.options"
+            :key="String(option.value)"
+            class="flex items-center gap-2"
+          >
+            <Checkbox
+              :id="`${field.id}-${option.value}`"
+              :checked="Array.isArray(value) && value.includes(option.value)"
+              @update:checked="(checked: boolean) => {
+                const current = Array.isArray(value) ? [...value] : []
+                if (checked) {
+                  current.push(option.value)
+                } else {
+                  const idx = current.indexOf(option.value)
+                  if (idx > -1) current.splice(idx, 1)
+                }
+                value = current
+              }"
+              :disabled="field.isReadOnly"
+            />
+            <Label :for="`${field.id}-${option.value}`" class="text-sm font-normal cursor-pointer">
+              {{ option.label }}
+            </Label>
+          </div>
+        </div>
+      </div>
+
       <!-- Boolean - Checkbox -->
       <div v-else-if="field.type === FieldType.BOOLEAN" class="flex items-center gap-2">
         <Checkbox :id="field.id" v-model:checked="value" :disabled="field.isReadOnly" />

frontend/components/ui/dropdown-menu/DropdownMenuSeparator.vue

@@ -0,0 +1,16 @@
+<script setup lang="ts">
+import { DropdownMenuSeparator, type DropdownMenuSeparatorProps, useForwardProps } from 'reka-ui'
+import type { HTMLAttributes } from 'vue'
+import { cn } from '@/lib/utils'
+
+const props = defineProps<DropdownMenuSeparatorProps & { class?: HTMLAttributes['class'] }>()
+
+const forwarded = useForwardProps(props)
+</script>
+
+<template>
+  <DropdownMenuSeparator
+    v-bind="forwarded"
+    :class="cn('-mx-1 my-1 h-px bg-muted', props.class)"
+  />
+</template>

frontend/components/ui/dropdown-menu/index.ts

@@ -2,3 +2,4 @@ export { default as DropdownMenu } from './DropdownMenu.vue'
 export { default as DropdownMenuTrigger } from './DropdownMenuTrigger.vue'
 export { default as DropdownMenuContent } from './DropdownMenuContent.vue'
 export { default as DropdownMenuItem } from './DropdownMenuItem.vue'
+export { default as DropdownMenuSeparator } from './DropdownMenuSeparator.vue'

frontend/components/views/ListView.vue

@@ -17,9 +17,17 @@ import { Input } from '@/components/ui/input'
 import { Badge } from '@/components/ui/badge'
 import { Checkbox } from '@/components/ui/checkbox'
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuSeparator,
+  DropdownMenuTrigger,
+} from '@/components/ui/dropdown-menu'
 import FieldRenderer from '@/components/fields/FieldRenderer.vue'
 import { ListViewConfig, ViewMode, FieldType, FieldConfig } from '@/types/field-types'
-import { ChevronDown, ChevronUp, Search, Plus, Download, Trash2, Edit } from 'lucide-vue-next'
+import { ChevronDown, ChevronUp, Search, Plus, Download, Trash2, Edit, Bookmark, BookmarkPlus, Settings2 } from 'lucide-vue-next'
+import type { SavedView } from '@/composables/useSavedViews'
 
 interface Props {
   config: ListViewConfig
@@ -32,6 +40,11 @@ interface Props {
   draftEdits?: Record<string, Record<string, any>>
   cellErrors?: Record<string, Record<string, string | boolean>>
   savingDrafts?: boolean
+  // Saved views
+  savedViews?: SavedView[]
+  activeViewId?: string | null
+  currentSearchPlan?: { strategy: string; filters: any[]; sort: any; explanation: string } | null
+  savingView?: boolean
 }
 
 const props = withDefaults(defineProps<Props>(), {
@@ -43,6 +56,10 @@ const props = withDefaults(defineProps<Props>(), {
   draftEdits: () => ({}),
   cellErrors: () => ({}),
   savingDrafts: false,
+  savedViews: () => [],
+  activeViewId: null,
+  currentSearchPlan: null,
+  savingView: false,
 })
 
 const emit = defineEmits<{
@@ -61,6 +78,10 @@ const emit = defineEmits<{
   'cell-edit': [payload: { row: any; field: FieldConfig; newValue: any; oldValue: any }]
   'save-drafts': []
   'discard-drafts': []
+  // Saved views
+  'apply-view': [view: SavedView]
+  'save-view': []
+  'open-view-manager': []
 }>()
 
 // State
@@ -399,6 +420,66 @@ watch(
       </div>
 
       <div class="flex items-center gap-2">
+        <!-- Saved Views dropdown + cog -->
+        <div class="flex items-center gap-1">
+          <DropdownMenu>
+            <DropdownMenuTrigger as-child>
+              <Button variant="outline" size="sm" class="gap-2">
+                <Bookmark class="h-4 w-4" />
+                <span class="max-w-[120px] truncate">
+                  {{ savedViews.find(v => v.id === activeViewId)?.name || 'Views' }}
+                </span>
+                <ChevronDown class="h-3 w-3 opacity-60" />
+              </Button>
+            </DropdownMenuTrigger>
+            <DropdownMenuContent align="start" class="w-56">
+              <DropdownMenuItem
+                v-if="savedViews.length === 0"
+                disabled
+                class="text-muted-foreground"
+              >
+                No saved views yet
+              </DropdownMenuItem>
+              <DropdownMenuItem
+                v-for="view in savedViews"
+                :key="view.id"
+                :class="{ 'font-medium': view.id === activeViewId }"
+                @click="emit('apply-view', view)"
+              >
+                <span class="flex-1 truncate">{{ view.name }}</span>
+                <Badge v-if="view.isShared" variant="secondary" class="ml-2 text-[10px] px-1.5 py-0">Shared</Badge>
+              </DropdownMenuItem>
+              <DropdownMenuSeparator v-if="savedViews.length > 0" />
+              <DropdownMenuItem @click="emit('open-view-manager')">
+                Manage views…
+              </DropdownMenuItem>
+            </DropdownMenuContent>
+          </DropdownMenu>
+
+          <Button
+            variant="ghost"
+            size="icon"
+            class="h-8 w-8"
+            title="Manage saved views"
+            @click="emit('open-view-manager')"
+          >
+            <Settings2 class="h-4 w-4" />
+          </Button>
+        </div>
+
+        <!-- Save current search as a view (only for query strategy) -->
+        <Button
+          v-if="currentSearchPlan?.strategy === 'query'"
+          variant="outline"
+          size="sm"
+          :disabled="savingView"
+          class="gap-2"
+          @click="emit('save-view')"
+        >
+          <BookmarkPlus class="h-4 w-4" />
+          Save view
+        </Button>
+
         <Select v-model="viewMode">
           <SelectTrigger class="h-8 w-[180px]">
             <SelectValue placeholder="Select view" />

frontend/composables/useSavedViews.ts

@@ -0,0 +1,107 @@
+export interface SavedViewFilter {
+  field: string
+  operator: string
+  value?: any
+  values?: any[]
+  from?: string
+  to?: string
+}
+
+export interface SavedViewSort {
+  field: string
+  direction: 'asc' | 'desc'
+}
+
+export interface SavedView {
+  id: string
+  name: string
+  objectApiName: string
+  userId: string
+  isOwner: boolean
+  isShared: boolean
+  strategy: 'query'
+  filters: SavedViewFilter[]
+  sort: SavedViewSort | null
+  description: string | null
+  createdAt: string
+  updatedAt: string
+}
+
+export interface CreateSavedViewPayload {
+  name: string
+  objectApiName: string
+  filters: SavedViewFilter[]
+  sort?: SavedViewSort | null
+  description?: string
+}
+
+export interface UpdateSavedViewPayload {
+  name?: string
+  filters?: SavedViewFilter[]
+  sort?: SavedViewSort | null
+  description?: string
+}
+
+export function useSavedViews() {
+  const { api } = useApi()
+
+  const savedViews = ref<SavedView[]>([])
+  const loading = ref(false)
+
+  async function fetchSavedViews(objectApiName: string) {
+    loading.value = true
+    try {
+      const data = await api.get(`/saved-views/${objectApiName}`)
+      savedViews.value = Array.isArray(data) ? data : []
+    } catch (e) {
+      console.error('Failed to fetch saved views', e)
+      savedViews.value = []
+    } finally {
+      loading.value = false
+    }
+  }
+
+  async function createSavedView(payload: CreateSavedViewPayload): Promise<SavedView> {
+    const created = await api.post('/saved-views', payload)
+    savedViews.value = [...savedViews.value, created]
+    return created
+  }
+
+  async function updateSavedView(id: string, payload: UpdateSavedViewPayload): Promise<SavedView> {
+    const updated = await api.patch(`/saved-views/${id}`, payload)
+    savedViews.value = savedViews.value.map(v => (v.id === id ? updated : v))
+    return updated
+  }
+
+  async function deleteSavedView(id: string) {
+    await api.delete(`/saved-views/${id}`)
+    savedViews.value = savedViews.value.filter(v => v.id !== id)
+  }
+
+  async function suggestViewName(
+    objectLabel: string,
+    filters: SavedViewFilter[],
+    explanation?: string,
+  ): Promise<string> {
+    try {
+      const result = await api.post('/ai/suggest-view-name', {
+        objectLabel,
+        filters,
+        explanation,
+      })
+      return result?.suggestedName || `${objectLabel} View`
+    } catch {
+      return `${objectLabel} View`
+    }
+  }
+
+  return {
+    savedViews,
+    loading,
+    fetchSavedViews,
+    createSavedView,
+    updateSavedView,
+    deleteSavedView,
+    suggestViewName,
+  }
+}

frontend/pages/[objectName]/[[recordId]]/[[view]].vue

@@ -4,9 +4,12 @@ import { useRoute, useRouter } from 'vue-router'
 import { useApi } from '@/composables/useApi'
 import { useFields, useViewState } from '@/composables/useFieldViews'
 import { usePageLayouts } from '@/composables/usePageLayouts'
+import { useSavedViews } from '@/composables/useSavedViews'
+import type { SavedView } from '@/composables/useSavedViews'
 import ListView from '@/components/views/ListView.vue'
 import DetailView from '@/components/views/DetailViewEnhanced.vue'
 import EditView from '@/components/views/EditViewEnhanced.vue'
+import SavedViewPanel from '@/components/SavedViewPanel.vue'
 import {
   Dialog,
   DialogContent,
@@ -15,12 +18,23 @@ import {
   DialogHeader,
   DialogTitle,
 } from '@/components/ui/dialog'
+import { Button } from '@/components/ui/button'
+import { Input } from '@/components/ui/input'
+import { Label } from '@/components/ui/label'
 
 const route = useRoute()
 const router = useRouter()
 const { api } = useApi()
 const { buildListViewConfig, buildDetailViewConfig, buildEditViewConfig } = useFields()
 const { getDefaultPageLayout } = usePageLayouts()
+const {
+  savedViews,
+  fetchSavedViews,
+  createSavedView,
+  updateSavedView,
+  deleteSavedView,
+  suggestViewName,
+} = useSavedViews()
 
 // Use breadcrumbs composable
 const { setBreadcrumbs } = useBreadcrumbs()
@@ -177,6 +191,16 @@ const isSearchActive = computed(() => searchQuery.value.trim().length > 0)
 const pendingDeleteCount = computed(() => pendingDeleteRows.value.length)
 const deniedDeleteCount = computed(() => deleteSummary.value?.deniedIds.length ?? 0)
 
+// ── Saved views state ──────────────────────────────────────────────────────
+const activeViewId = ref<string | null>(null)
+const currentSearchPlan = ref<{
+  strategy: string; filters: any[]; sort: any; explanation: string
+} | null>(null)
+const viewPanelOpen = ref(false)
+const saveViewDialogOpen = ref(false)
+const saveViewName = ref('')
+const savingView = ref(false)
+
 // Fetch object definition
 const fetchObjectDefinition = async () => {
   try {
@@ -323,6 +347,19 @@ const searchListRecords = async (
     records.value = options?.append ? [...records.value, ...data] : data
     totalCount.value = total
     searchSummary.value = response?.explanation || ''
+
+    // Capture the plan for the "Save view" feature (only when strategy is query)
+    if (response?.strategy === 'query') {
+      currentSearchPlan.value = {
+        strategy: response.strategy,
+        filters: response.filters || [],
+        sort: response.sort || null,
+        explanation: response.explanation || '',
+      }
+    } else {
+      currentSearchPlan.value = null
+    }
+
     return response
   } catch (e: any) {
     error.value = e.message || 'Failed to search records'
@@ -383,6 +420,8 @@ const handleSearch = async (query: string) => {
   searchQuery.value = trimmed
   if (!trimmed) {
     searchSummary.value = ''
+    currentSearchPlan.value = null
+    activeViewId.value = null
     await initializeListRecords()
     return
   }
@@ -499,6 +538,103 @@ const handleDiscardDrafts = () => {
   cellErrors.value = {}
 }
 
+// ── Saved view handlers ────────────────────────────────────────────────────
+
+/**
+ * Apply a saved view: execute its stored filters directly without re-running AI.
+ */
+const handleApplyView = async (view: SavedView) => {
+  activeViewId.value = view.id
+  searchQuery.value = ''
+  searchSummary.value = view.description || ''
+  currentSearchPlan.value = {
+    strategy: view.strategy,
+    filters: view.filters,
+    sort: view.sort,
+    explanation: view.description || '',
+  }
+  searchLoading.value = true
+  try {
+    const response = await api.post(
+      `/runtime/objects/${objectApiName.value}/records/search`,
+      {
+        filters: view.filters,
+        sort: view.sort,
+        page: 1,
+        pageSize: listPageSize.value,
+      },
+    )
+    const data = response?.data ?? []
+    records.value = data
+    totalCount.value = response?.totalCount ?? data.length
+  } catch (e: any) {
+    error.value = e.message || 'Failed to apply saved view'
+  } finally {
+    searchLoading.value = false
+  }
+}
+
+/**
+ * Open the "Save view" dialog, pre-filling the name via AI suggestion.
+ */
+const handleSaveView = async () => {
+  if (!currentSearchPlan.value) return
+  saveViewName.value = ''
+  saveViewDialogOpen.value = true
+  // Async-suggest a name while dialog is open
+  const objectLabel = objectDefinition.value?.label || objectApiName.value
+  const suggested = await suggestViewName(
+    objectLabel,
+    currentSearchPlan.value.filters,
+    currentSearchPlan.value.explanation,
+  )
+  // Only auto-fill if user hasn't typed anything yet
+  if (!saveViewName.value) {
+    saveViewName.value = suggested
+  }
+}
+
+/**
+ * Confirm the save: persist the view and close the dialog.
+ */
+const confirmSaveView = async () => {
+  const name = saveViewName.value.trim()
+  if (!name || !currentSearchPlan.value) return
+  savingView.value = true
+  try {
+    await createSavedView({
+      name,
+      objectApiName: objectApiName.value,
+      filters: currentSearchPlan.value.filters,
+      sort: currentSearchPlan.value.sort,
+      description: currentSearchPlan.value.explanation,
+    })
+    saveViewDialogOpen.value = false
+    saveViewName.value = ''
+  } catch (e: any) {
+    error.value = e.message || 'Failed to save view'
+  } finally {
+    savingView.value = false
+  }
+}
+
+const handleOpenViewManager = () => {
+  viewPanelOpen.value = true
+}
+
+const handleUpdateView = async (id: string, payload: any) => {
+  await updateSavedView(id, payload)
+}
+
+const handleDeleteView = async (view: SavedView) => {
+  await deleteSavedView(view.id)
+  if (activeViewId.value === view.id) {
+    activeViewId.value = null
+    currentSearchPlan.value = null
+    await initializeListRecords()
+  }
+}
+
 watch(
   () => records.value.map(record => normalizeRecordId(record.id)),
   (ids) => {
@@ -547,6 +683,8 @@ onMounted(async () => {
   
   if (view.value === 'list') {
     await initializeListRecords()
+    // Load saved views for this object
+    fetchSavedViews(objectApiName.value).catch(() => {})
   } else if (recordId.value && recordId.value !== 'new') {
     await fetchRecord(recordId.value)
   }
@@ -598,6 +736,10 @@ onMounted(async () => {
         :draft-edits="draftEdits"
         :cell-errors="cellErrors"
         :saving-drafts="savingDrafts"
+        :saved-views="savedViews"
+        :active-view-id="activeViewId"
+        :current-search-plan="currentSearchPlan"
+        :saving-view="savingView"
         selectable
         @row-click="handleRowClick"
         @create="handleCreate"
@@ -610,6 +752,9 @@ onMounted(async () => {
         @cell-edit="handleCellEdit"
         @save-drafts="handleSaveDrafts"
         @discard-drafts="handleDiscardDrafts"
+        @apply-view="handleApplyView"
+        @save-view="handleSaveView"
+        @open-view-manager="handleOpenViewManager"
       />
 
       <!-- Detail View -->
@@ -681,6 +826,46 @@ onMounted(async () => {
         </DialogFooter>
       </DialogContent>
     </Dialog>
+
+    <!-- Save view dialog -->
+    <Dialog v-model:open="saveViewDialogOpen">
+      <DialogContent class="sm:max-w-[420px]">
+        <DialogHeader>
+          <DialogTitle>Save view</DialogTitle>
+          <DialogDescription>
+            Give this search a name so you can reuse it later.
+          </DialogDescription>
+        </DialogHeader>
+        <div class="space-y-2 py-2">
+          <Label for="view-name">View name</Label>
+          <Input
+            id="view-name"
+            v-model="saveViewName"
+            placeholder="e.g. Cocker Spaniels"
+            @keyup.enter="confirmSaveView"
+          />
+        </div>
+        <DialogFooter>
+          <Button variant="outline" @click="saveViewDialogOpen = false" :disabled="savingView">
+            Cancel
+          </Button>
+          <Button @click="confirmSaveView" :disabled="savingView || !saveViewName.trim()">
+            Save
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+
+    <!-- Saved views slide-over panel -->
+    <SavedViewPanel
+      v-model:open="viewPanelOpen"
+      :views="savedViews"
+      :object-label="objectDefinition?.pluralLabel || objectDefinition?.label || objectApiName"
+      :active-view-id="activeViewId"
+      @apply-view="handleApplyView"
+      @update-view="handleUpdateView"
+      @delete-view="handleDeleteView"
+    />
   </NuxtLayout>
 </template>
 

frontend/pages/setup/users/[id].vue

@@ -33,6 +33,10 @@
                 <Label class="text-muted-foreground">Email</Label>
                 <p class="font-medium">{{ user?.email }}</p>
               </div>
+              <div>
+                <Label class="text-muted-foreground">Alias</Label>
+                <p class="font-medium">{{ user?.alias || 'N/A' }}</p>
+              </div>
               <div>
                 <Label class="text-muted-foreground">First Name</Label>
                 <p class="font-medium">{{ user?.firstName || 'N/A' }}</p>
@@ -210,6 +214,9 @@ const removeRole = async (roleId: string) => {
 
 const getUserName = (user: any) => {
   if (!user) return 'User';
+  if (user.alias) {
+    return user.alias;
+  }
   if (user.firstName || user.lastName) {
     return [user.firstName, user.lastName].filter(Boolean).join(' ');
   }

frontend/pages/setup/users/index.vue

@@ -95,6 +95,10 @@
                     <Label for="lastName">Last Name (Optional)</Label>
                     <Input id="lastName" v-model="newUser.lastName" placeholder="Doe" />
                 </div>
+                <div class="space-y-2">
+                    <Label for="alias">Alias (Optional)</Label>
+                    <Input id="alias" v-model="newUser.alias" placeholder="Display name" />
+                </div>
                 </div>
                 <DialogFooter>
                 <Button variant="outline" @click="showCreateDialog = false">Cancel</Button>
@@ -131,6 +135,10 @@
                     <Label for="edit-lastName">Last Name</Label>
                     <Input id="edit-lastName" v-model="editUser.lastName" placeholder="Doe" />
                 </div>
+                <div class="space-y-2">
+                    <Label for="edit-alias">Alias</Label>
+                    <Input id="edit-alias" v-model="editUser.alias" placeholder="Display name" />
+                </div>
                 </div>
                 <DialogFooter>
                 <Button variant="outline" @click="showEditDialog = false">Cancel</Button>
@@ -187,6 +195,7 @@ const newUser = ref({
   password: '',
   firstName: '',
   lastName: '',
+  alias: '',
 });
 const editUser = ref({
   id: '',
@@ -194,6 +203,7 @@ const editUser = ref({
   password: '',
   firstName: '',
   lastName: '',
+  alias: '',
 });
 const userToDelete = ref<any>(null);
 
@@ -215,7 +225,7 @@ const createUser = async () => {
     await api.post('/setup/users', newUser.value);
     toast.success('User created successfully');
     showCreateDialog.value = false;
-    newUser.value = { email: '', password: '', firstName: '', lastName: '' };
+    newUser.value = { email: '', password: '', firstName: '', lastName: '', alias: '' };
     await loadUsers();
   } catch (error: any) {
     console.error('Failed to create user:', error);
@@ -230,6 +240,7 @@ const openEditDialog = (user: any) => {
     password: '',
     firstName: user.firstName || '',
     lastName: user.lastName || '',
+    alias: user.alias || '',
   };
   showEditDialog.value = true;
 };
@@ -240,6 +251,7 @@ const updateUser = async () => {
       email: editUser.value.email,
       firstName: editUser.value.firstName,
       lastName: editUser.value.lastName,
+      alias: editUser.value.alias,
     };
     if (editUser.value.password) {
       payload.password = editUser.value.password;
@@ -273,6 +285,9 @@ const deleteUser = async () => {
 };
 
 const getUserName = (user: any) => {
+  if (user.alias) {
+    return user.alias;
+  }
   if (user.firstName || user.lastName) {
     return [user.firstName, user.lastName].filter(Boolean).join(' ');
   }