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fix(dashboard,charts): send widget query options to the server, order funnel stages by the pipeline (framework#3588) - #2864

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fix(dashboard,charts): send widget query options to the server, order funnel stages by the pipeline (framework#3588)#2864
os-zhuang merged 1 commit into
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Renderer half of objectstack-ai/objectstack#3588. Framework half: objectstack-ai/objectstack#3652 — the selection keys added here need it to take effect server-side.

The problem

DatasetWidget never read widget.options at all. Four of the keys an author writes there are not presentation-only — they change the query the server compiles — so a widget declaring options: { dateGranularity: 'month' } grouped by the raw timestamp and drew one bar per record, and sortBy / sortOrder produced no ordering whatsoever.

The issue filed this as one framework bug. Two of the three symptoms were, but the funnel one is entirely on this side, and it would have survived any amount of server work: AdvancedChartImpl re-sorted funnel data by value descending, unconditionally, so a correctly-ordered response was overridden client-side before it ever painted.

Changes

Widget options reach the query. DatasetWidget lowers options.dateGranularity, options.sortBy + options.sortOrder, and options.limit into the DatasetSelection it posts. Two details worth review:

  • A sortBy naming something the widget doesn't project is dropped rather than sent. The server now rejects unresolvable order keys with a 400, and a stale sort key left behind by an edit should degrade to "unordered", not blank the widget.
  • These keys join the refetch signature, so changing a granularity in the designer refetches instead of re-rendering the previous grid.

Funnels follow a declared stage order. The old unconditional value-sort is the interesting part of this PR. It's a reasonable default for a generic funnel, but for a sales pipeline it manufactures a tidy narrowing shape regardless of the stages' real sequence — which hides the exact anomaly (a bulge at Proposal) the chart exists to reveal. AdvancedChartImpl now honours a categoryOrder, which DatasetWidget derives from the dimension field's picklist option order — the pipeline order an author already declared on the object, so nothing new to author — or from an explicit options.stageOrder override.

With no declared order the value-descending default is byte-for-byte unchanged, and a category missing from the declared order is kept after the declared ones rather than dropped.

New core helpers. buildCategoryOrder / buildCategoryRank, keyed by both the stored value and the display label exactly like the existing buildOptionColorMap, so ordering works whether or not the server resolved the dimension's labels before the rows arrived.

Testing

  • DatasetWidget.queryOptions.test.tsx (7) — asserts on the selection handed to queryDataset, which is the seam the bug lived at: the widget rendered fine and the query ran fine, only the payload was missing what the author wrote. Covers the drop-unprojectable-sortBy path and the refetch-on-change path.
  • AdvancedChartImpl.funnelOrder.test.tsx (5) — renders a real funnel and reads the segment labels in draw order, with fixture data deliberately not monotonically narrowing so a value sort and the declared order produce visibly different output. A first draft of this test passed while asserting nothing (it read a name attribute that recharts doesn't emit, then early-returned); it now asserts on the <text> labels and is guarded by a test that fails if the funnel renders empty.
  • category-order.test.ts (8) — the pure ordering helpers.
  • Full suites for @object-ui/core, @object-ui/plugin-charts, @object-ui/plugin-dashboard: 1308 passed, 24 skipped. type-check clean, lint 0 errors on all three.

Not driven in a browser — the granularity/sort halves need objectstack#3652 deployed to show a visible difference, so end-to-end verification is worth doing once both land.


Generated by Claude Code

… funnel stages by the pipeline (framework#3588)

`DatasetWidget` never read `widget.options`. Four keys an author writes there
change the query the server compiles, so a widget declaring
`options: { dateGranularity: 'month' }` grouped by the raw timestamp and drew
one bar per record, and `sortBy`/`sortOrder` produced no ordering at all.

- `DatasetWidget` lowers `options.dateGranularity`, `options.sortBy` +
  `options.sortOrder`, and `options.limit` into the `DatasetSelection` it posts.
  A `sortBy` naming something the widget does not project is dropped rather than
  sent, so a stale sort key left by an edit degrades to "unordered" instead of
  failing the widget against the server's stricter validation. These keys join
  the refetch signature, so editing one in the designer refetches instead of
  re-rendering the previous grid.
- Funnel stages follow a declared order. `AdvancedChartImpl` sorted funnel
  segments by value descending, unconditionally — overriding any server ordering
  and rendering a sales pipeline as a tidy narrowing shape whatever the stages'
  real sequence, which hides the very anomaly (a bulge at Proposal) the chart
  exists to show. It now honours `categoryOrder`, derived from the dimension
  field's picklist option order — the pipeline order already declared on the
  object — or from an explicit `options.stageOrder`. With no declared order the
  value-descending default is unchanged, and a category missing from the order
  is kept after the declared ones rather than dropped.
- New `@object-ui/core` helpers `buildCategoryOrder` / `buildCategoryRank`,
  keyed by both stored value and display label like `buildOptionColorMap`, so
  ordering works whether or not the server resolved the dimension's labels.

Requires the framework-side fix in objectstack#3588 for the selection keys to
take effect server-side.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01SEZLBGyNoJMLvtGPqsMPRC
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✅ Console Performance Budget

Metric Value Budget
Main entry (gzip) 28.0 KB 350 KB
Entry file index-BoCGTeA1.js
Status PASS

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Size Limits

  • ✅ Core packages should be < 50KB gzipped
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@os-zhuang
os-zhuang marked this pull request as ready for review July 27, 2026 13:24
@os-zhuang
os-zhuang merged commit e16ed2d into main Jul 27, 2026
14 checks passed
@os-zhuang
os-zhuang deleted the claude/analytics-query-builder-params-vi64vw branch July 27, 2026 13:24
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