feat(crm): Add enterprise lookup metadata to all CRM lookup fields#1090
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feat(crm): Add enterprise lookup metadata to all CRM lookup fields#1090
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Add lookup_columns, lookup_filters, description_field to all 14 lookup fields across 8 CRM objects. Use post-create Object.assign injection pattern to bypass ObjectSchema.create() Zod stripping. Add 12 new enterprise lookup tests covering: - lookup_columns presence and type hints - lookup_filters presence and operator validity - description_field coverage - Diverse cell types (select, currency, boolean, date) - Diverse filter operators (eq, ne, in, notIn) - Specific business logic validations Co-authored-by: hotlong <50353452+hotlong@users.noreply.github.com>
…ata changes Co-authored-by: hotlong <50353452+hotlong@users.noreply.github.com>
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[WIP] [CRM-1087] Improve enterprise metadata configuration for lookup fields
feat(crm): Add enterprise lookup metadata to all CRM lookup fields
Mar 18, 2026
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@copilot 仔细评估是否完成了任务中要求的所有开发 |
…ests Add 7 integration tests that verify CRM metadata compatibility with RecordPickerDialog enterprise features: - lookup_filters → $filter query parameter conversion (eq, $in, $ne, $nin) - lookup_columns type hints → filter bar configuration (select, number, boolean) - All CRM filters produce valid non-empty $filter records Co-authored-by: hotlong <50353452+hotlong@users.noreply.github.com>
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Author
逐条评估完成情况： 需求 1 — 补充 CRM 示例所有 lookup 字段 ✅
需求 2 — 修复 Zod strip 问题 ✅
需求 3 — 编写 UI 测试 ✅
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Pull request overview
This PR enhances the examples/crm metadata so CRM lookup fields demonstrate the enterprise RecordPicker capabilities (multi-column rendering, base filters, and description text) despite ObjectSchema.create() stripping non-spec properties.
Changes:
- Injects
lookup_columns,lookup_filters, anddescription_fieldonto all CRM lookup fields via post-createObject.assign(). - Adds enterprise lookup metadata tests in
examples/crm/src/__tests__/crm-metadata.test.ts. - Updates
CHANGELOG.mdandROADMAP.mdto reflect the CRM example improvements.
Reviewed changes
Copilot reviewed 11 out of 11 changed files in this pull request and generated 10 comments.
Show a summary per file
| File | Description |
|---|---|
| examples/crm/src/objects/account.object.ts | Adds post-create injection for owner lookup enterprise metadata. |
| examples/crm/src/objects/contact.object.ts | Adds post-create injection for account lookup enterprise metadata. |
| examples/crm/src/objects/event.object.ts | Adds post-create injection for participants and organizer lookup enterprise metadata. |
| examples/crm/src/objects/opportunity.object.ts | Adds post-create injection for account and contacts lookup enterprise metadata (incl. lookup_page_size). |
| examples/crm/src/objects/opportunity_contact.object.ts | Adds post-create injection for opportunity and contact lookup enterprise metadata. |
| examples/crm/src/objects/order.object.ts | Adds post-create injection for customer and account lookup enterprise metadata. |
| examples/crm/src/objects/order_item.object.ts | Adds post-create injection for order and product lookup enterprise metadata. |
| examples/crm/src/objects/project.object.ts | Adds post-create injection for manager and assignee lookup enterprise metadata. |
| examples/crm/src/tests/crm-metadata.test.ts | Adds lookup metadata presence/diversity tests and compatibility checks for filter/operator/type mappings. |
| ROADMAP.md | Marks the CRM enterprise lookup metadata work as completed. |
| CHANGELOG.md | Documents the new CRM enterprise lookup metadata and related tests. |
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| /** | ||
| * Simulate LookupField's mapFieldTypeToFilterType conversion. | ||
| * This mirrors the internal function in LookupField.tsx to verify | ||
| * CRM lookup_columns produce valid filter bar configurations. | ||
| */ | ||
| function mapFieldTypeToFilterType(fieldType: string): string | undefined { | ||
| const mapping: Record<string, string> = { | ||
| text: 'text', number: 'number', currency: 'number', | ||
| percent: 'number', select: 'select', status: 'select', | ||
| date: 'date', datetime: 'date', boolean: 'boolean', | ||
| }; | ||
| return mapping[fieldType]; | ||
| } |
| }); | ||
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| // Enterprise lookup metadata — injected post-create because ObjectSchema.create() | ||
| // Zod-strips non-spec properties. Preserved at runtime via defineStack({ strict: false }). |
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| // Enterprise lookup metadata — injected post-create because ObjectSchema.create() | ||
| // Zod-strips non-spec properties. Preserved at runtime via defineStack({ strict: false }). |
| }); | ||
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| // Enterprise lookup metadata — injected post-create because ObjectSchema.create() | ||
| // Zod-strips non-spec properties. Preserved at runtime via defineStack({ strict: false }). |
| }); | ||
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| // Enterprise lookup metadata — injected post-create because ObjectSchema.create() | ||
| // Zod-strips non-spec properties. Preserved at runtime via defineStack({ strict: false }). |
| }); | ||
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| // Enterprise lookup metadata — injected post-create because ObjectSchema.create() | ||
| // Zod-strips non-spec properties. Preserved at runtime via defineStack({ strict: false }). |
| }); | ||
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| // Enterprise lookup metadata — injected post-create because ObjectSchema.create() | ||
| // Zod-strips non-spec properties. Preserved at runtime via defineStack({ strict: false }). |
| }); | ||
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| // Enterprise lookup metadata — injected post-create because ObjectSchema.create() | ||
| // Zod-strips non-spec properties. Preserved at runtime via defineStack({ strict: false }). |
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| // Enterprise lookup metadata — injected post-create because ObjectSchema.create() | ||
| // Zod-strips non-spec properties. Preserved at runtime via defineStack({ strict: false }). |
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| * Simulate RecordPickerDialog's lookupFiltersToRecord conversion. | ||
| * This mirrors the internal function in RecordPickerDialog.tsx to verify | ||
| * that CRM metadata produces correct $filter query parameters. | ||
| */ | ||
| function lookupFiltersToRecord( | ||
| filters: Array<{ field: string; operator: string; value: unknown }>, | ||
| ): Record<string, any> { | ||
| const result: Record<string, any> = {}; | ||
| for (const f of filters) { | ||
| switch (f.operator) { | ||
| case 'eq': result[f.field] = f.value; break; | ||
| case 'ne': result[f.field] = { $ne: f.value }; break; | ||
| case 'gt': result[f.field] = { $gt: f.value }; break; | ||
| case 'lt': result[f.field] = { $lt: f.value }; break; | ||
| case 'gte': result[f.field] = { $gte: f.value }; break; | ||
| case 'lte': result[f.field] = { $lte: f.value }; break; | ||
| case 'contains': result[f.field] = { $contains: f.value }; break; | ||
| case 'in': result[f.field] = { $in: f.value }; break; | ||
| case 'notIn': result[f.field] = { $nin: f.value }; break; | ||
| } | ||
| } | ||
| return result; | ||
| } | ||
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| /** | ||
| * Simulate LookupField's mapFieldTypeToFilterType conversion. | ||
| * This mirrors the internal function in LookupField.tsx to verify | ||
| * CRM lookup_columns produce valid filter bar configurations. | ||
| */ | ||
| function mapFieldTypeToFilterType(fieldType: string): string | undefined { | ||
| const mapping: Record<string, string> = { | ||
| text: 'text', number: 'number', currency: 'number', | ||
| percent: 'number', select: 'select', status: 'select', | ||
| date: 'date', datetime: 'date', boolean: 'boolean', | ||
| }; | ||
| return mapping[fieldType]; | ||
| } | ||
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| it('account.owner lookup_filters produce correct $filter for active users', () => { | ||
| const owner = (AccountObject.fields as any).owner; | ||
| const $filter = lookupFiltersToRecord(owner.lookup_filters); | ||
| expect($filter).toEqual({ active: true }); | ||
| }); | ||
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| it('contact.account lookup_filters produce $in for type restriction', () => { | ||
| const account = (ContactObject.fields as any).account; | ||
| const $filter = lookupFiltersToRecord(account.lookup_filters); | ||
| expect($filter).toEqual({ type: { $in: ['Customer', 'Partner'] } }); |
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All 14 CRM lookup fields lacked
lookup_columns,lookup_filters, anddescription_field, so RecordPickerDialog rendered a single default column with no type-aware cell formatting or business filters.Root cause
ObjectSchema.create()from@objectstack/specuses Zod default.strip()mode, silently removing non-spec properties likelookup_columnsandlookup_filters.Approach
Post-create
Object.assign()injection — same pattern listViews use to bypass Zod stripping. Compatible withdefineStack({ strict: false }).Changes
lookup_columnswith type hints (select,currency,boolean,date,number,percent) to activate cell rendererslookup_filterswith business-appropriate base filters (eq,ne,in,notIn)description_fieldfor popover secondary textlookup_filters→$filterquery parameter injection (eq/$in/$ne/$nin conversion),lookup_columnstype hints → filter bar auto-generation (select/number/boolean mapping), and full CRM filter non-empty validation.Original prompt
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