CRM Views & Filters

This skill covers .object.yaml format, view types, saved views, and filter operators. For workspace fundamentals, see the parent crm skill (crm/SKILL.md). For creating objects end-to-end, see object-builder (crm/object-builder/SKILL.md).

.object.yaml Format

Every object directory MUST contain a .object.yaml file. This is a lightweight metadata projection that the sidebar reads. Generate it from DuckDB after creating or modifying any object.

Template:

id: "<object_id from DuckDB>"
name: "<object_name>"
description: "<object_description>"
icon: "<lucide_icon_name>"
default_view: "<table|kanban|calendar|timeline|gallery|list>"
entry_count: <number>
fields:
  - name: "Full Name"
    type: text
    required: true
  - name: "Email Address"
    type: email
    required: true
  - name: "Website"
    type: url
  - name: "Status"
    type: enum
    values: ["New", "Contacted", "Qualified", "Converted"]
  - name: "Company"
    type: relation
    related_object: company
    relationship_type: many_to_one
  - name: "Assigned To"
    type: user
  - name: "Actions"
    type: action
    action_config:
      actions:
        - id: act_mark_done
          label: "Mark Done"
          variant: success
          scriptPath: ".actions/mark-done.sh"

Action fields include action_config (not values or required). The action_config mirrors the JSON stored in the field's default_value in DuckDB. See the actions skill for details.

View Type Settings

.object.yaml supports a view_settings block for configuring how each view type renders. These settings serve as defaults; individual saved views can override them.

view_settings:
  kanbanField: "Status" # enum field to group kanban columns by
  calendarDateField: "Due Date" # date field for calendar events
  calendarEndDateField: "End Date" # optional: end date for multi-day events
  calendarMode: "month" # day | week | month | year
  timelineStartField: "Start Date" # date field for timeline bar start
  timelineEndField: "End Date" # date field for timeline bar end
  timelineGroupField: "Status" # optional: enum field to group timeline rows
  timelineZoom: "week" # day | week | month | quarter
  galleryTitleField: "Name" # text field for gallery card title
  galleryCoverField: "Image" # optional: field for gallery card cover
  listTitleField: "Name" # text field for list row title
  listSubtitleField: "Description" # optional: text field for list row subtitle
  column_widths: # optional: custom column widths in pixels (persisted on drag-resize)
    Full Name: 250
    Email Address: 200
    Status: 150

If an object has no custom date field, you MUST fall back to system timestamps:

• created_at (always available on entries)
• updated_at (always available on entries)

These can be used in calendarDateField, timelineStartField, timelineEndField, filters, sorts, and date-based user requests.

View types:

When creating objects with specific use cases, set default_view and view_settings appropriately:

• Task boards: default_view: "kanban" + view_settings.kanbanField: "Status"
• Event calendars: default_view: "calendar" + view_settings.calendarDateField: "Date"
• Project timelines: default_view: "timeline" + view_settings.timelineStartField: "Start Date" + view_settings.timelineEndField: "End Date"

Saved Views and Filters

.object.yaml supports a views section for saved filter views. These views appear in the UI filter bar and can be created or modified by the agent to immediately change what the user sees (the UI live-reloads via the file watcher).

Default behavior:

• When the user asks to filter, narrow, segment, show only, or hide entries in the UI, create or update a saved view and set active_view even if they did not explicitly ask to "create a view".
• For table views, columns is optional. Omit it by default. If columns is absent, the UI shows the default/all columns for that view.
• views[].columns controls visibility only, not display order.
• Only include columns when the user explicitly asks for a specific visible subset of columns.
• If the user asks to reorder columns, update the object's field sort_order in DuckDB and regenerate the top-level .object.yaml fields list in the same order.

Filter Operators by Field Type

System timestamp columns are always available on every object entry:

• created_at (date/time)
• updated_at (date/time)

Treat them as date fields for filtering, sorting, calendar, and timeline operations even when fields has no date type columns.

Views Template

Append to .object.yaml:

IMPORTANT: The field value in filter rules must match the exact field name (case-sensitive) as it appears in the fields list, or use system column names (created_at, updated_at).

views:
  - name: "Active deals"
    view_type: "table"
    filters:
      id: root
      conjunction: and
      rules:
        - id: f1
          field: "Status"
          operator: is_any_of
          value:
            - "Negotiating"
            - "Proposal sent"
        - id: f2
          field: "Amount"
          operator: gte
          value: 10000
    sort:
      - field: updated_at
        direction: desc

  - name: "Board"
    view_type: "kanban"
    settings:
      kanbanField: "Status"

  - name: "Calendar"
    view_type: "calendar"
    settings:
      calendarDateField: "Due Date"
      calendarMode: "month"

  - name: "Timeline"
    view_type: "timeline"
    settings:
      timelineStartField: "Start Date"
      timelineEndField: "End Date"
      timelineGroupField: "Status"
      timelineZoom: "week"

  - name: "Overdue"
    view_type: "table"
    filters:
      id: root
      conjunction: and
      rules:
        - id: f1
          field: "Due Date"
          operator: before
          value: today
        - id: f2
          field: "Status"
          operator: is_not
          value: Done

active_view: "Active deals"

Each saved view can specify:

• view_type: table | kanban | calendar | timeline | gallery | list (defaults to object's default_view)
• settings: per-view-type configuration (overrides object-level view_settings)
• filters: standard filter rules
• sort: sort rules
• columns: optional visible column names for table view. Omit by default; if absent, the table shows the default/all columns. This controls visibility only, not order. Only set this when the user explicitly requests specific columns.
• column_widths: optional map of field name to pixel width. Set when the user explicitly asks for specific column sizes. The UI also auto-persists widths when columns are drag-resized.

When a user asks for date-based operations (e.g. move from one date to another) and no custom date fields exist, default to created_at unless the user explicitly asks for updated_at.

Date Format

All date filter values MUST use ISO 8601 YYYY-MM-DD strings (e.g. "2026-03-01"). The special value today is also supported for on, before, and after operators.

Date Range Filter (date_between)

- id: f1
  field: Due Date
  operator: date_between
  value:
    - "2026-03-01"
    - "2026-03-31"

Relative Date Filters (e.g. "in the last 7 days")

- id: f1
  field: created_at
  operator: relative_past
  relativeAmount: 7
  relativeUnit: days

OR Groups (match any rule)

filters:
  id: root
  conjunction: or
  rules:
    - id: f1
      field: "Status"
      operator: is
      value: "Active"
    - id: f2
      field: "Priority"
      operator: is
      value: "High"

Generating .object.yaml from DuckDB

When the user asks to filter/show/hide entries by natural language, treat that as a request to create or update a saved view unless they clearly want a one-off analysis only. Write the .object.yaml with the appropriate views and set active_view. Do not add columns unless the user explicitly asks for specific visible columns. If they ask to reorder columns, handle that separately by updating field sort_order and regenerating the top-level fields projection. The web UI will pick up the change instantly via SSE file watcher. Every rule needs a unique id (short alphanumeric string). The root filter group also needs id: root.

Generate by querying DuckDB then writing the file:

# 1. Query object + fields from DuckDB
duckdb {{WORKSPACE_PATH}}/workspace.duckdb -json "
  SELECT o.id, o.name, o.description, o.icon, o.default_view,
         (SELECT COUNT(*) FROM entries WHERE object_id = o.id) as entry_count
  FROM objects o WHERE o.name = 'lead'
"
duckdb {{WORKSPACE_PATH}}/workspace.duckdb -json "
  SELECT name, type, required, enum_values, default_value FROM fields
  WHERE object_id = (SELECT id FROM objects WHERE name = 'lead')
  ORDER BY sort_order
"

# 2. Use the query results to write .object.yaml (use actual values, not placeholders)
OBJ_ID=$(duckdb {{WORKSPACE_PATH}}/workspace.duckdb -noheader -list "SELECT id FROM objects WHERE name = 'lead'")
ENTRY_COUNT=$(duckdb {{WORKSPACE_PATH}}/workspace.duckdb -noheader -list "SELECT COUNT(*) FROM entries WHERE object_id = '$OBJ_ID'")

mkdir -p {{WORKSPACE_PATH}}/lead
cat > {{WORKSPACE_PATH}}/lead/.object.yaml << EOF
id: "$OBJ_ID"
name: "lead"
description: "Sales leads tracking"
icon: "user-plus"
default_view: "table"
entry_count: $ENTRY_COUNT
fields:
  - name: "Full Name"
    type: text
    required: true
  - name: "Email Address"
    type: email
    required: true
  - name: "Status"
    type: enum
    values: ["New", "Contacted", "Qualified", "Converted"]
  - name: "Score"
    type: number
  - name: "Notes"
    type: richtext
EOF