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fix(plugin-dashboard): apply widget filter as dataset runtimeFilter (ADR-0021)#1612

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os-zhuang merged 2 commits into
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fix/adr-0021-dataset-widget-filter
Jun 10, 2026
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fix(plugin-dashboard): apply widget filter as dataset runtimeFilter (ADR-0021)#1612
os-zhuang merged 2 commits into
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fix/adr-0021-dataset-widget-filter

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Problem (found via browser testing)

A dataset-bound dashboard widget (ADR-0021 dual-form) dropped its presentation-scope filter when querying the dataset. A filtered KPI like "Open Pipeline" (stage NOT IN (closed_won, closed_lost)) rendered the unfiltered grand total — the console issued:

SELECT SUM(amount) AS "total_amount" FROM "crm_opportunity"   -- no WHERE

The server-side dataset query honours runtimeFilter (verified: 8,179,769 filtered vs 10,653,369 total); only DatasetWidget was omitting it from the selection.

Fix

DatasetWidget now forwards widget.filter as the dataset runtimeFilter, resolving date macros client-side first — exactly as the legacy object-aggregate widgets do (the server does not expand {current_quarter_start} etc.). The raw filter is used for the effect signature so the render-time now can't cause a refetch loop.

Tests

  • a filtered widget sends runtimeFilter
  • date macros are resolved before sending
  • existing (unfiltered) cases unchanged — runtimeFilter omitted when there's no filter

DatasetWidget.test.tsx: 8/8 pass.

Notes

  • Reports are unaffected: the report renderer still uses the legacy inline path (report.filter applied), so dataset-bound reports already render correctly.
  • Dashboard-level globalFilters / dateRange are a separate, pre-existing gap (not wired for any widget) — out of scope here.

🤖 Generated with Claude Code

…ADR-0021)

A dataset-bound dashboard widget (dual-form) dropped its presentation-scope
`filter` when querying the dataset, so a filtered widget (e.g. "Open Pipeline",
`stage NOT IN (closed_won, closed_lost)`) rendered the UNFILTERED grand total —
the dataset query ran `SELECT SUM(amount) FROM opportunity` with no WHERE.

DatasetWidget now forwards `widget.filter` as the dataset `runtimeFilter`,
resolving date macros client-side first (exactly as the legacy object-aggregate
widgets do — the server does not expand `{current_quarter_start}` etc.). The
server already honours `runtimeFilter`; only the renderer was omitting it.

+ tests: a filtered widget sends runtimeFilter; date macros are resolved.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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✅ Console Performance Budget

Metric Value Budget
Main entry (gzip) 271.7 KB 350 KB
Entry file index-DeuZE52p.js
Status PASS

📦 Bundle Size Report

Package Size Gzipped
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Size Limits

  • ✅ Core packages should be < 50KB gzipped
  • ✅ Component packages should be < 100KB gzipped
  • ⚠️ Plugin packages should be < 150KB gzipped

A dual-form widget's legacy `compareTo: 'previousPeriod'` (a bare string) was
forwarded verbatim into the dataset query, where the executor throws
"compareTo requires a timeDimension 'undefined' with a dateRange" — surfacing
a 500 error card instead of the metric. Dataset `compareTo` must be the
structured `{ kind, dimension }` shape; only forward that, and drop the legacy
string (the base measure still renders; the comparison overlay is opt-in).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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✅ Console Performance Budget

Metric Value Budget
Main entry (gzip) 271.3 KB 350 KB
Entry file index-BgCdiotk.js
Status PASS

📦 Bundle Size Report

Package Size Gzipped
app-shell (index.js) 5.77KB 2.03KB
app-shell (runtime-config.js) 4.40KB 1.57KB
app-shell (types.js) 0.01KB 0.04KB
auth (AuthContext.js) 0.31KB 0.24KB
auth (AuthGuard.js) 1.17KB 0.53KB
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types (objectql.js) 0.20KB 0.18KB
types (overlay.js) 0.20KB 0.18KB
types (permissions.js) 0.20KB 0.18KB
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Size Limits

  • ✅ Core packages should be < 50KB gzipped
  • ✅ Component packages should be < 100KB gzipped
  • ⚠️ Plugin packages should be < 150KB gzipped

@os-zhuang os-zhuang merged commit f7a4400 into main Jun 10, 2026
9 of 10 checks passed
@os-zhuang os-zhuang deleted the fix/adr-0021-dataset-widget-filter branch June 10, 2026 03:06
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