Create base search record action (#10135)

Create Search Record action without filters neither sorting

<img width="234" alt="Capture d’écran 2025-02-11 à 18 19 25"
src="https://github.com/user-attachments/assets/f18caaa3-476a-436f-9f93-1ad506b24da2"
/>
<img width="262" alt="Capture d’écran 2025-02-11 à 18 19 38"
src="https://github.com/user-attachments/assets/25fcbfcf-57fb-476f-aba9-119be7c3e067"
/>
<img width="236" alt="Capture d’écran 2025-02-11 à 18 19 53"
src="https://github.com/user-attachments/assets/1eb2be25-0727-4797-868c-afdc05040e6a"
/>

packages/twenty-front/src/modules/workflow/types/Workflow.ts

@@ -55,6 +55,13 @@ export type WorkflowDeleteRecordActionSettings = BaseWorkflowActionSettings & {
   };
 };
 
+export type WorkflowFindRecordsActionSettings = BaseWorkflowActionSettings & {
+  input: {
+    objectName: string;
+    limit?: number;
+  };
+};
+
 type BaseWorkflowAction = {
   id: string;
   name: string;
@@ -86,12 +93,18 @@ export type WorkflowDeleteRecordAction = BaseWorkflowAction & {
   settings: WorkflowDeleteRecordActionSettings;
 };
 
+export type WorkflowFindRecordsAction = BaseWorkflowAction & {
+  type: 'FIND_RECORDS';
+  settings: WorkflowFindRecordsActionSettings;
+};
+
 export type WorkflowAction =
   | WorkflowCodeAction
   | WorkflowSendEmailAction
   | WorkflowCreateRecordAction
   | WorkflowUpdateRecordAction
-  | WorkflowDeleteRecordAction;
+  | WorkflowDeleteRecordAction
+  | WorkflowFindRecordsAction;
 
 export type WorkflowActionType = WorkflowAction['type'];
 

packages/twenty-front/src/modules/workflow/workflow-steps/components/WorkflowStepDetail.tsx

@@ -7,11 +7,12 @@ import { assertUnreachable } from '@/workflow/utils/assertUnreachable';
 import { getStepDefinitionOrThrow } from '@/workflow/utils/getStepDefinitionOrThrow';
 import { WorkflowEditActionFormCreateRecord } from '@/workflow/workflow-steps/workflow-actions/components/WorkflowEditActionFormCreateRecord';
 import { WorkflowEditActionFormDeleteRecord } from '@/workflow/workflow-steps/workflow-actions/components/WorkflowEditActionFormDeleteRecord';
+import { WorkflowEditActionFormFindRecords } from '@/workflow/workflow-steps/workflow-actions/components/WorkflowEditActionFormFindRecords';
 import { WorkflowEditActionFormSendEmail } from '@/workflow/workflow-steps/workflow-actions/components/WorkflowEditActionFormSendEmail';
 import { WorkflowEditActionFormUpdateRecord } from '@/workflow/workflow-steps/workflow-actions/components/WorkflowEditActionFormUpdateRecord';
+import { WorkflowEditTriggerCronForm } from '@/workflow/workflow-trigger/components/WorkflowEditTriggerCronForm';
 import { WorkflowEditTriggerDatabaseEventForm } from '@/workflow/workflow-trigger/components/WorkflowEditTriggerDatabaseEventForm';
 import { WorkflowEditTriggerManualForm } from '@/workflow/workflow-trigger/components/WorkflowEditTriggerManualForm';
-import { WorkflowEditTriggerCronForm } from '@/workflow/workflow-trigger/components/WorkflowEditTriggerCronForm';
 import { Suspense, lazy } from 'react';
 import { isDefined } from 'twenty-shared';
 import { RightDrawerSkeletonLoader } from '~/loading/components/RightDrawerSkeletonLoader';
@@ -138,6 +139,16 @@ export const WorkflowStepDetail = ({
             />
           );
         }
+
+        case 'FIND_RECORDS': {
+          return (
+            <WorkflowEditActionFormFindRecords
+              key={stepId}
+              action={stepDefinition.definition}
+              actionOptions={props}
+            />
+          );
+        }
       }
 
       return null;

packages/twenty-front/src/modules/workflow/workflow-steps/workflow-actions/components/WorkflowEditActionFormFindRecords.tsx

@@ -0,0 +1,147 @@
+import { useFilteredObjectMetadataItems } from '@/object-metadata/hooks/useFilteredObjectMetadataItems';
+import { Select, SelectOption } from '@/ui/input/components/Select';
+import { WorkflowFindRecordsAction } from '@/workflow/types/Workflow';
+import { WorkflowStepHeader } from '@/workflow/workflow-steps/components/WorkflowStepHeader';
+import { useTheme } from '@emotion/react';
+import { useEffect, useState } from 'react';
+
+import { FormNumberFieldInput } from '@/object-record/record-field/form-types/components/FormNumberFieldInput';
+import { WorkflowStepBody } from '@/workflow/workflow-steps/components/WorkflowStepBody';
+import { getActionIcon } from '@/workflow/workflow-steps/workflow-actions/utils/getActionIcon';
+import { isDefined } from 'twenty-shared';
+import { HorizontalSeparator, useIcons } from 'twenty-ui';
+import { useDebouncedCallback } from 'use-debounce';
+
+type WorkflowEditActionFormFindRecordsProps = {
+  action: WorkflowFindRecordsAction;
+  actionOptions:
+    | {
+        readonly: true;
+      }
+    | {
+        readonly?: false;
+        onActionUpdate: (action: WorkflowFindRecordsAction) => void;
+      };
+};
+
+type FindRecordsFormData = {
+  objectName: string;
+  limit?: number;
+};
+
+export const WorkflowEditActionFormFindRecords = ({
+  action,
+  actionOptions,
+}: WorkflowEditActionFormFindRecordsProps) => {
+  const theme = useTheme();
+  const { getIcon } = useIcons();
+
+  const { activeObjectMetadataItems } = useFilteredObjectMetadataItems();
+
+  const availableMetadata: Array<SelectOption<string>> =
+    activeObjectMetadataItems.map((item) => ({
+      Icon: getIcon(item.icon),
+      label: item.labelPlural,
+      value: item.nameSingular,
+    }));
+
+  const [formData, setFormData] = useState<FindRecordsFormData>({
+    objectName: action.settings.input.objectName,
+    limit: action.settings.input.limit,
+  });
+  const isFormDisabled = actionOptions.readonly;
+
+  const selectedObjectMetadataItemNameSingular = formData.objectName;
+
+  const selectedObjectMetadataItem = activeObjectMetadataItems.find(
+    (item) => item.nameSingular === selectedObjectMetadataItemNameSingular,
+  );
+  if (!isDefined(selectedObjectMetadataItem)) {
+    throw new Error('Should have found the metadata item');
+  }
+
+  const saveAction = useDebouncedCallback(
+    async (formData: FindRecordsFormData) => {
+      if (actionOptions.readonly === true) {
+        return;
+      }
+
+      const { objectName: updatedObjectName, limit: updatedLimit } = formData;
+
+      actionOptions.onActionUpdate({
+        ...action,
+        settings: {
+          ...action.settings,
+          input: {
+            objectName: updatedObjectName,
+            limit: updatedLimit ?? 1,
+          },
+        },
+      });
+    },
+    1_000,
+  );
+
+  useEffect(() => {
+    return () => {
+      saveAction.flush();
+    };
+  }, [saveAction]);
+
+  const headerTitle = isDefined(action.name) ? action.name : `Search Records`;
+  const headerIcon = getActionIcon(action.type);
+
+  return (
+    <>
+      <WorkflowStepHeader
+        onTitleChange={(newName: string) => {
+          if (actionOptions.readonly === true) {
+            return;
+          }
+
+          actionOptions.onActionUpdate({
+            ...action,
+            name: newName,
+          });
+        }}
+        Icon={getIcon(headerIcon)}
+        iconColor={theme.font.color.tertiary}
+        initialTitle={headerTitle}
+        headerType="Action"
+        disabled={isFormDisabled}
+      />
+      <WorkflowStepBody>
+        <Select
+          dropdownId="workflow-edit-action-record-find-records-object-name"
+          label="Object"
+          fullWidth
+          disabled={isFormDisabled}
+          value={formData.objectName}
+          emptyOption={{ label: 'Select an option', value: '' }}
+          options={availableMetadata}
+          onChange={(objectName) => {
+            const newFormData: FindRecordsFormData = {
+              objectName,
+              limit: 1,
+            };
+
+            setFormData(newFormData);
+
+            saveAction(newFormData);
+          }}
+          withSearchInput
+        />
+
+        <HorizontalSeparator noMargin />
+
+        <FormNumberFieldInput
+          label="Limit"
+          defaultValue={formData.limit}
+          placeholder="Enter limit"
+          onPersist={() => {}}
+          readonly
+        />
+      </WorkflowStepBody>
+    </>
+  );
+};

packages/twenty-front/src/modules/workflow/workflow-steps/workflow-actions/components/__stories__/WorkflowEditActionFormFindRecords.stories.tsx

@@ -0,0 +1,92 @@
+import { WorkflowFindRecordsAction } from '@/workflow/types/Workflow';
+import { WorkflowEditActionFormFindRecords } from '@/workflow/workflow-steps/workflow-actions/components/WorkflowEditActionFormFindRecords';
+import { Meta, StoryObj } from '@storybook/react';
+import { expect, fn, userEvent, within } from '@storybook/test';
+import { ComponentDecorator, RouterDecorator } from 'twenty-ui';
+import { ObjectMetadataItemsDecorator } from '~/testing/decorators/ObjectMetadataItemsDecorator';
+import { SnackBarDecorator } from '~/testing/decorators/SnackBarDecorator';
+import { WorkflowStepActionDrawerDecorator } from '~/testing/decorators/WorkflowStepActionDrawerDecorator';
+import { WorkflowStepDecorator } from '~/testing/decorators/WorkflowStepDecorator';
+import { WorkspaceDecorator } from '~/testing/decorators/WorkspaceDecorator';
+import { graphqlMocks } from '~/testing/graphqlMocks';
+import { getWorkflowNodeIdMock } from '~/testing/mock-data/workflow';
+
+const DEFAULT_ACTION = {
+  id: getWorkflowNodeIdMock(),
+  name: 'Search Records',
+  type: 'FIND_RECORDS',
+  valid: false,
+  settings: {
+    input: {
+      objectName: 'person',
+      limit: 1,
+    },
+    outputSchema: {},
+    errorHandlingOptions: {
+      retryOnFailure: {
+        value: false,
+      },
+      continueOnFailure: {
+        value: false,
+      },
+    },
+  },
+} satisfies WorkflowFindRecordsAction;
+
+const meta: Meta<typeof WorkflowEditActionFormFindRecords> = {
+  title: 'Modules/Workflow/WorkflowEditActionFormFindRecords',
+  component: WorkflowEditActionFormFindRecords,
+  parameters: {
+    msw: graphqlMocks,
+  },
+  args: {
+    action: DEFAULT_ACTION,
+  },
+  decorators: [
+    WorkflowStepActionDrawerDecorator,
+    WorkflowStepDecorator,
+    ComponentDecorator,
+    ObjectMetadataItemsDecorator,
+    SnackBarDecorator,
+    RouterDecorator,
+    WorkspaceDecorator,
+  ],
+};
+
+export default meta;
+
+type Story = StoryObj<typeof WorkflowEditActionFormFindRecords>;
+
+export const Default: Story = {
+  args: {
+    actionOptions: {
+      onActionUpdate: fn(),
+    },
+  },
+};
+
+export const DisabledWithEmptyValues: Story = {
+  args: {
+    actionOptions: {
+      readonly: true,
+    },
+  },
+  play: async ({ canvasElement }) => {
+    const canvas = within(canvasElement);
+
+    const titleInput = await canvas.findByDisplayValue('Search Records');
+
+    expect(titleInput).toBeDisabled();
+
+    const objectSelectCurrentValue = await canvas.findByText('People');
+
+    await userEvent.click(objectSelectCurrentValue);
+
+    {
+      const searchInputInSelectDropdown =
+        canvas.queryByPlaceholderText('Search');
+
+      expect(searchInputInSelectDropdown).not.toBeInTheDocument();
+    }
+  },
+};

packages/twenty-front/src/modules/workflow/workflow-steps/workflow-actions/constants/RecordActions.ts

@@ -20,4 +20,9 @@ export const RECORD_ACTIONS: Array<{
     type: 'DELETE_RECORD',
     icon: 'IconTrash',
   },
+  {
+    label: 'Search Records',
+    type: 'FIND_RECORDS',
+    icon: 'IconSearch',
+  },
 ];

packages/twenty-front/src/modules/workflow/workflow-steps/workflow-actions/utils/getActionIcon.ts

@@ -6,6 +6,7 @@ export const getActionIcon = (actionType: string) => {
     case 'CREATE_RECORD':
     case 'UPDATE_RECORD':
     case 'DELETE_RECORD':
+    case 'FIND_RECORDS':
       return RECORD_ACTIONS.find((item) => item.type === actionType)?.icon;
     default:
       return OTHER_ACTIONS.find((item) => item.type === actionType)?.icon;

packages/twenty-server/src/modules/workflow/common/workspace-services/workflow-version-step.workspace-service.ts

@@ -1,9 +1,9 @@
 import { Injectable } from '@nestjs/common';
 import { InjectRepository } from '@nestjs/typeorm';
 
+import { isDefined } from 'twenty-shared';
 import { Repository } from 'typeorm';
 import { v4 } from 'uuid';
-import { isDefined } from 'twenty-shared';
 
 import { DatabaseEventAction } from 'src/engine/api/graphql/graphql-query-runner/enums/database-event-action';
 import { BASE_TYPESCRIPT_PROJECT_INPUT_SCHEMA } from 'src/engine/core-modules/serverless/drivers/constants/base-typescript-project-input-schema';
@@ -186,6 +186,26 @@ export class WorkflowVersionStepWorkspaceService {
           },
         };
       }
+      case WorkflowActionType.FIND_RECORDS: {
+        const activeObjectMetadataItem =
+          await this.objectMetadataRepository.findOne({
+            where: { workspaceId, isActive: true, isSystem: false },
+          });
+
+        return {
+          id: newStepId,
+          name: 'Search Records',
+          type: WorkflowActionType.FIND_RECORDS,
+          valid: false,
+          settings: {
+            ...BASE_STEP_DEFINITION,
+            input: {
+              objectName: activeObjectMetadataItem?.nameSingular || '',
+              limit: 1,
+            },
+          },
+        };
+      }
       default:
         throw new WorkflowVersionStepException(
           `WorkflowActionType '${type}' unknown`,