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Convert all CRM dashboard widgets to provider:'object' dynamic data + add validation tests
- Switch Revenue Trends, Lead Source, Pipeline by Stage, Top Products charts from static provider:'value' to dynamic provider:'object' with aggregation - Convert Recent Opportunities table to provider:'object' dynamic fetch - Fix table column accessorKey from 'date' to 'close_date' for field alignment - Add 7 new tests validating provider:'object' configs and aggregate alignment - Update ROADMAP.md with completed item Co-authored-by: hotlong <50353452+hotlong@users.noreply.github.com>
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ROADMAP.md

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@@ -863,6 +863,7 @@ The `FlowDesigner` is a canvas-based flow editor that bridges the gap between th
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- [x] **P2: Dashboard Widget Spec Alignment** — Added `id`, `title`, `object`, `categoryField`, `valueField`, `aggregate` to all dashboard widgets across CRM, Todo, and Kitchen Sink examples (5 new spec-compliance tests)
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- [x] **P2: i18n (10 locales)** — Full CRM metadata translations for en, zh, ja, ko, de, fr, es, pt, ru, ar — objects, fields, fieldOptions, navigation, actions, views, formSections, dashboard, reports, pages (24 tests)
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- [x] **P2: Full Examples Metadata Audit** — Systematic spec compliance audit across all 4 examples: added `type: 'dashboard'` + `description` to todo/kitchen-sink dashboards, refactored msw-todo to use `ObjectSchema.create` + `Field.*` with snake_case field names, added explicit views to kitchen-sink and msw-todo, added missing `successMessage` on CRM opportunity action, 21 automated compliance tests
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- [x] **P2: CRM Dashboard Full provider:'object' Adaptation** — Converted all chart and table widgets in CRM dashboard from static `provider: 'value'` to dynamic `provider: 'object'` with aggregation configs. Revenue Trends (sum expected_revenue by stage), Lead Source (count by lead_source), Pipeline by Stage (sum amount by stage), Top Products (sum price by category), Recent Opportunities table (dynamic fetch), Revenue by Account (already dynamic). Fixed table `close_date` field alignment. Added 7 new provider:'object' validation tests covering aggregate config, field alignment, and function diversity.
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### Ecosystem & Marketplace
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- Plugin marketplace website with search, ratings, and install count

examples/crm/src/__tests__/crm-metadata.test.ts

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@@ -212,6 +212,73 @@ describe('CRM Metadata Spec Compliance', () => {
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expect(typeof widget.aggregate).toBe('string');
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}
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});
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it('all chart widgets use provider: object for dynamic data', () => {
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const chartTypes = ['bar', 'area', 'donut', 'line', 'pie'];
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const charts = CrmDashboard.widgets.filter((w) => chartTypes.includes(w.type));
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expect(charts.length).toBeGreaterThanOrEqual(5);
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for (const widget of charts) {
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const data = (widget.options as any)?.data;
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expect(data).toBeDefined();
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expect(data.provider).toBe('object');
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expect(typeof data.object).toBe('string');
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expect(data.object.length).toBeGreaterThan(0);
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}
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});
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it('all chart widgets with provider: object have valid aggregate config', () => {
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const chartTypes = ['bar', 'area', 'donut', 'line', 'pie'];
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const charts = CrmDashboard.widgets.filter((w) => chartTypes.includes(w.type));
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for (const widget of charts) {
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const data = (widget.options as any)?.data;
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expect(data.aggregate).toBeDefined();
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expect(typeof data.aggregate.field).toBe('string');
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expect(typeof data.aggregate.function).toBe('string');
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expect(typeof data.aggregate.groupBy).toBe('string');
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expect(['sum', 'count', 'avg', 'min', 'max']).toContain(data.aggregate.function);
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}
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});
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it('table widget uses provider: object for dynamic data', () => {
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const tables = CrmDashboard.widgets.filter((w) => w.type === 'table');
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expect(tables.length).toBeGreaterThanOrEqual(1);
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for (const widget of tables) {
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const data = (widget.options as any)?.data;
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expect(data).toBeDefined();
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expect(data.provider).toBe('object');
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expect(typeof data.object).toBe('string');
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}
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});
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it('aggregate groupBy fields align with widget categoryField', () => {
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const chartTypes = ['bar', 'area', 'donut', 'line', 'pie'];
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const charts = CrmDashboard.widgets.filter((w) => chartTypes.includes(w.type));
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for (const widget of charts) {
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const data = (widget.options as any)?.data;
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if (data?.aggregate?.groupBy) {
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expect(data.aggregate.groupBy).toBe(widget.categoryField);
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}
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}
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});
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it('aggregate field names align with widget valueField', () => {
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const chartTypes = ['bar', 'area', 'donut', 'line', 'pie'];
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const charts = CrmDashboard.widgets.filter((w) => chartTypes.includes(w.type));
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for (const widget of charts) {
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const data = (widget.options as any)?.data;
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if (data?.aggregate?.field) {
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expect(data.aggregate.field).toBe(widget.valueField);
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}
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}
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});
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it('dashboard covers diverse aggregate functions (sum, count)', () => {
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const chartTypes = ['bar', 'area', 'donut', 'line', 'pie'];
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const charts = CrmDashboard.widgets.filter((w) => chartTypes.includes(w.type));
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const aggFns = new Set(charts.map((w) => (w.options as any)?.data?.aggregate?.function));
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expect(aggFns.has('sum')).toBe(true);
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expect(aggFns.has('count')).toBe(true);
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});
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});
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describe('Reports', () => {

examples/crm/src/dashboards/crm.dashboard.ts

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@@ -53,56 +53,45 @@ export const CrmDashboard = {
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}
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},
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// --- Row 2: Charts ---
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// --- Row 2: Charts (provider: 'object' — dynamic aggregation) ---
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{
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title: 'Revenue Trends',
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type: 'area' as const,
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object: 'opportunity',
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categoryField: 'month',
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valueField: 'revenue',
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categoryField: 'stage',
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valueField: 'expected_revenue',
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aggregate: 'sum',
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layout: { x: 0, y: 1, w: 3, h: 2 },
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options: {
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xField: 'month',
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yField: 'revenue',
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xField: 'stage',
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yField: 'expected_revenue',
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data: {
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provider: 'value' as const,
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items: [
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{ month: 'Jan', revenue: 155000 },
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{ month: 'Feb', revenue: 87000 },
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{ month: 'Mar', revenue: 48000 },
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{ month: 'Apr', revenue: 61000 },
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{ month: 'May', revenue: 55000 },
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{ month: 'Jun', revenue: 67000 },
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{ month: 'Jul', revenue: 72000 }
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]
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provider: 'object' as const,
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object: 'opportunity',
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aggregate: { field: 'expected_revenue', function: 'sum' as const, groupBy: 'stage' }
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}
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},
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},
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{
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title: 'Lead Source',
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type: 'donut' as const,
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object: 'opportunity',
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categoryField: 'source',
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valueField: 'value',
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categoryField: 'lead_source',
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valueField: 'count',
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aggregate: 'count',
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layout: { x: 3, y: 1, w: 1, h: 2 },
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options: {
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xField: 'source',
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yField: 'value',
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xField: 'lead_source',
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yField: 'count',
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data: {
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provider: 'value' as const,
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items: [
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{ source: 'Web', value: 2 },
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{ source: 'Referral', value: 1 },
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{ source: 'Partner', value: 1 },
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{ source: 'Existing Business', value: 3 }
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]
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provider: 'object' as const,
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object: 'opportunity',
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aggregate: { field: 'count', function: 'count' as const, groupBy: 'lead_source' }
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}
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},
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},
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// --- Row 3: More Charts ---
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// --- Row 3: More Charts (provider: 'object' — dynamic aggregation) ---
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{
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title: 'Pipeline by Stage',
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type: 'bar' as const,
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xField: 'stage',
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yField: 'amount',
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data: {
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provider: 'value' as const,
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items: [
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{ stage: 'Prospecting', amount: 250000 },
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{ stage: 'Qualification', amount: 35000 },
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{ stage: 'Proposal', amount: 85000 },
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{ stage: 'Negotiation', amount: 45000 },
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{ stage: 'Closed Won', amount: 225000 }
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]
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provider: 'object' as const,
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object: 'opportunity',
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aggregate: { field: 'amount', function: 'sum' as const, groupBy: 'stage' }
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}
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},
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},
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{
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title: 'Top Products',
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type: 'bar' as const,
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object: 'product',
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categoryField: 'name',
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valueField: 'sales',
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categoryField: 'category',
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valueField: 'price',
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aggregate: 'sum',
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layout: { x: 2, y: 3, w: 2, h: 2 },
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options: {
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xField: 'name',
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yField: 'sales',
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xField: 'category',
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yField: 'price',
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data: {
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provider: 'value' as const,
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items: [
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{ name: 'Workstation Pro Laptop', sales: 45000 },
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{ name: 'Implementation Service', sales: 32000 },
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{ name: 'Premium Support', sales: 21000 },
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{ name: 'Executive Mesh Chair', sales: 15000 }
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]
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provider: 'object' as const,
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object: 'product',
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aggregate: { field: 'price', function: 'sum' as const, groupBy: 'category' }
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}
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},
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},
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// --- Row 4: Table ---
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// --- Row 4: Table (provider: 'object' — dynamic data) ---
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{
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title: 'Recent Opportunities',
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type: 'table' as const,
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{ header: 'Opportunity Name', accessorKey: 'name' },
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{ header: 'Amount', accessorKey: 'amount' },
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{ header: 'Stage', accessorKey: 'stage' },
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{ header: 'Close Date', accessorKey: 'date' }
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{ header: 'Close Date', accessorKey: 'close_date' }
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],
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data: {
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provider: 'value' as const,
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items: [
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{ name: 'Berlin Automation Project', amount: '$250,000', stage: 'Prospecting', date: '2024-09-01' },
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{ name: 'ObjectStack Enterprise License', amount: '$150,000', stage: 'Closed Won', date: '2024-01-15' },
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{ name: 'London Annual Renewal', amount: '$85,000', stage: 'Proposal', date: '2024-05-15' },
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{ name: 'SF Tower Expansion', amount: '$75,000', stage: 'Closed Won', date: '2024-02-28' },
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{ name: 'Global Fin Q1 Upsell', amount: '$45,000', stage: 'Negotiation', date: '2024-03-30' }
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]
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provider: 'object' as const,
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object: 'opportunity',
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}
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},
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},

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