@salesforce/afv-skills 1.65.0 → 1.66.0

package/skills/crm-analytics-dashboards-configure/SKILL.md

@@ -1,731 +0,0 @@
----
-name: crm-analytics-dashboards-configure
-description: "Use this skill when users want to lightning Reports & Dashboards builder/runtime. Trigger when users mention wizard, ui, analytics, dashboard, components."
-metadata:
-  version: "1.0"
----
-
-# Managing Wizard Ui Analytics Dashboard Components
-
-## When to Use This Skill
-
-Lightning Reports & Dashboards builder/runtime. Drives full lifecycle of a Lightning Dashboard: load definition + per-component data, refresh, save/clone/create/delete, change running-user owner, poll status. Collaboration sub-flow: post snapshot to Chatter feed (substituted to Connect POST /chatter/feed-elements), follow/unfollow with idempotent dashboardId-keyed lookup, post asset to Slack via workspace + recipient pickers, manage file attachments (ContentVersion upload, ContentDocument fetch/delete, file-link queries). Builder helpers: filter operators, matching filter values, validate filter options, dashboard-app boot config. Dynamic gauge chart sub-flow: supported-entities catalog, MRU records, entity search, numeric-field listing, single-record field-value resolution. Running-user is first-class (drives data visibility in dynamic dashboards). NOT CRMA Wave — that is /wave/dashboards/, a different surface.
-
-## Workflow
-
-Dashboard-runtime workflow. Common admin scenarios and their step ordering:
-
-1) LOAD then RENDER — For an existing dashboard, call `dashboard-app-controller-load`
-   with dashboardId (+ optional runningUser to view as a different owner in a
-   dynamic dashboard). The response carries the full dashboard definition (layout,
-   widget list, filter definitions, running-user, refresh state) plus per-widget
-   data seeds — already-executed report results embedded in the payload. Discover
-   dashboardIds via SOQL against the `Dashboard` sObject (SELECT Id, Title,
-   DeveloperName FROM Dashboard) BEFORE calling load — the Aura load endpoint
-   does not enumerate. Dashboard IDs start with `01Z`.
-
-2) REFRESH (async pattern) — Call `refresh` after load to re-run all underlying
-   report queries. Refresh triggers an async backend flow: the server marks each
-   widget's DashboardComponentUpdate (DCU) record as stale, enqueues onto
-   cost-bucketed MQ topics, workers re-execute each backing report, and write
-   results back. Because this is async, refresh may return a partial payload.
-   Poll `get-status` (whole dashboard) or `get-component-status` (per-widget)
-   until all components report completed. Same pattern for `component-refresh`
-   (single-widget recovery).
-
-3) MUTATE — `save`, `create`, `clone`, `delete` are PATCH/POST verbs on the
-   dashboard-app namespace. All Aura action mutations go through $A.enqueueAction
-   which handles session/CSRF internally — callers do NOT pass a CSRF token.
-   Pair mutations with `refresh` to force a recompute of widget data after save.
-
-4) FOLLOW / UNFOLLOW — Use the Aura idempotency wrappers
-   (`follow-dashboard` / `unfollow-dashboard` / `get-follow-state`), NOT
-   raw Chatter Connect endpoints. The Aura wrappers key on dashboardId and
-   internally resolve the subscription id — Connect POST requires the
-   caller to manage subscription-id lookup and 400s on duplicate.
-
-5) SUBSCRIPTIONS vs FOLLOWING — Following (step 4) and dashboard subscriptions
-   (scheduled refresh notifications with conditions) are separate workflows.
-   `is-dashboard-subscribed` returns a boolean; `get-follow-state` returns the
-   subscription id (needed for Chatter-native unfollow).
-
-6) POST TO FEED — The `post-to-feed` step is substituted to
-   `POST /services/data/v67.0/chatter/feed-elements` (Connect API). Requires
-   Chatter to be enabled at the org level (see preconditions).
-
-7) SLACK SHARE — `post-asset-to-slack` uses the Aura controller (not the
-   Connect insights endpoint) because the Connect endpoint has both a
-   wire-shape AND response-shape mismatch. Requires Salesforce-for-Slack
-   to be connected + at least one workspace listed. Flow:
-   get-slack-workspaces → get-slack-recipients(workspaceId) → post-asset-to-slack.
-
-8) WIDGET PREVIEW (two-factMap model) — For the dashboard builder's live widget
-   preview: `load-report` fetches report metadata, then `run-report-for-preview`
-   executes. The response contains TWO factMaps: top-level (table/summary) and
-   chartData.factMap (chart-optimized view). `useReportChart` controls which
-   metadata is sent; `includeChartData=true` controls chartData population.
-
-9) DYNAMIC GAUGE CHARTS — Self-contained pick-and-bind sub-flow for gauge widgets:
-   get-dynamic-gauge-chart-supported-entities → pick entity →
-   get-mru-records-for-entity or search-records-for-entity → pick record →
-   get-record-by-id + get-numeric-fields-for-entity → get-record-field-value.
-   Steps don't depend on dashboard load.
-
-10) CSRF TOKEN (raw file upload only) — `get-c-s-r-f-token` returns a CSRF token
-    used EXCLUSIVELY for the raw XHR file upload to /chatter/handlers/chatterfile
-    (the snapshot-to-Chatter path). It is NOT required by any other Aura action
-    in this SOR — Aura's $A.enqueueAction handles CSRF internally.
-
-Running-user model: dynamic dashboards evaluate data visibility as the
-running-user identity, not the caller. Every mutation step that changes
-the running-user (create/save with different owner) must pass a valid
-UserId that has Reports and Dashboards enabled.
-
-Wave disambiguation: this is Lightning Reports & Dashboards. CRMA Wave
-(/wave/dashboards/) is a different product surface — do NOT substitute
-Lightning steps to Wave endpoints.
-
-## Critical Constraints
-
-**Preconditions:**
-
-- Reports & Dashboards user permission — the caller must have Reports
-enabled and Dashboards enabled. The controller is gated by
-Dashboards access at load/create/save/delete paths.
-- Chatter must be enabled at the org level for the `post-to-feed` step's
-substituted target (POST /services/data/v67.0/chatter/feed-elements).
-When Chatter is disabled the substituted call returns 403
-FUNCTIONALITY_NOT_ENABLED. Follow/unfollow via the Aura wrappers are
-subject to the same Chatter dependency.
-- Data Cloud Reporting entitlement — steps that back CDC-scoped
-dashboards (load, refresh, save, load-report, run-report-for-preview)
-require the caller to have Data Cloud Reporting view access.
-On orgs without Data Cloud Reporting, calls against a CDC-backed
-dashboard return a permission error even when standard Dashboards
-is enabled.
-- Salesforce-for-Slack must be installed and at least one workspace
-connected before `get-slack-workspaces`, `get-slack-recipients`, or
-`post-asset-to-slack` return usable data. On orgs without a
-connected workspace, `get-slack-workspaces` returns an empty
-collection and `post-asset-to-slack` will 400.
-
-**Destructive operations — require explicit user confirmation:**
-
-- **`dashboard-app-controller-delete-file`** — Remove a ContentDocument (file) that was previously attached to the
-dashboard or a widget.
-  - Rollback: No automatic rollback.
-- **`dashboard-app-controller-delete`** — Permanently remove the specified dashboard and its components from the org.
-Requires a loaded dashboard reference (dashboardId).
-  - Rollback: No automatic rollback.
-
-## Operations Reference
-
-Operations grouped by purpose. Use these as the building blocks for the workflows above.
-
-### Summary
-
-| Operation | Purpose | Status | Call | Depends on |
-|-----------|---------|--------|------|------------|
-| `dashboard-app-controller-get-c-s-r-f-token` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-csrftoken` | — |
-| `dashboard-app-controller-post-to-feed` | write | implemented | `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/post-to-feed` | `dashboard-app-controller-load` |
-| `dashboard-app-controller-search-user-groups` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/search-user-groups` | — |
-| `dashboard-app-controller-follow-dashboard` | write | implemented | `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/follow-dashboard` | `dashboard-app-controller-load` |
-| `dashboard-app-controller-unfollow-dashboard` | write | implemented | `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/unfollow-dashboard` | `dashboard-app-controller-get-follow-state` |
-| `dashboard-app-controller-get-follow-state` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-follow-state` | `dashboard-app-controller-load` |
-| `dashboard-app-controller-create-content-version` | write | implemented | `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/create-content-version` | — |
-| `dashboard-app-controller-get-content-document-id-from-content-version` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-content-document-id-from-content-version` | `dashboard-app-controller-create-content-version` |
-| `dashboard-app-controller-get-file` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-file` | — |
-| `dashboard-app-controller-get-files-in-batch` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-files-in-batch` | — |
-| `dashboard-app-controller-delete-file` | delete | implemented | `DELETE /headless/invoke/analytics/analytics-dashboard/dashboard-app/delete-file` | — |
-| `dashboard-app-controller-get-file-links` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-file-links` | — |
-| `dashboard-app-controller-get-files-linked-to-user` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-files-linked-to-user` | — |
-| `dashboard-app-controller-get-slack-workspaces` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-slack-workspaces` | — |
-| `dashboard-app-controller-get-slack-recipients` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-slack-recipients` | `dashboard-app-controller-get-slack-workspaces` |
-| `dashboard-app-controller-post-asset-to-slack` | write | implemented | `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/post-asset-to-slack` | `dashboard-app-controller-get-slack-recipients` |
-| `dashboard-app-controller-load` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/load` | — |
-| `dashboard-app-controller-load-components` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/load-components` | `dashboard-app-controller-load` |
-| `dashboard-app-controller-refresh` | read | implemented | `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/refresh` | `dashboard-app-controller-load` |
-| `dashboard-app-controller-save` | write | implemented | `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/save` | `dashboard-app-controller-load` |
-| `dashboard-app-controller-clone` | write | implemented | `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/clone` | `dashboard-app-controller-load` |
-| `dashboard-app-controller-create` | write | implemented | `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/create` | — |
-| `dashboard-app-controller-delete` | delete | implemented | `DELETE /headless/invoke/analytics/analytics-dashboard/dashboard-app/delete` | `dashboard-app-controller-load` |
-| `dashboard-app-controller-change-dashboard-owner` | write | implemented | `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/change-dashboard-owner` | `dashboard-app-controller-load` |
-| `dashboard-app-controller-get-status` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-status` | `dashboard-app-controller-load` |
-| `dashboard-app-controller-describe` | read | implemented | `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/describe` | — |
-| `dashboard-app-controller-load-report` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/load-report` | — |
-| `dashboard-app-controller-run-report-for-preview` | read | implemented | `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/run-report-for-preview` | `dashboard-app-controller-load-report` |
-| `dashboard-app-controller-search-users` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/search-users` | — |
-| `dashboard-app-controller-get-filter-operators` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-filter-operators` | — |
-| `dashboard-app-controller-get-matching-filter-values` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-matching-filter-values` | — |
-| `dashboard-app-controller-get-actions` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-actions` | — |
-| `dashboard-app-controller-get-site-path-prefix` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-site-path-prefix` | — |
-| `dashboard-app-controller-get-report-fields` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-report-fields` | — |
-| `dashboard-app-controller-validate-filter-options` | validate | implemented | `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/validate-filter-options` | — |
-| `dashboard-app-controller-get-dashboard-app-config` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-dashboard-app-config` | — |
-| `dashboard-app-controller-validate-enablement-programs` | validate | implemented | `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/validate-enablement-programs` | — |
-| `dashboard-app-controller-get-dynamic-gauge-chart-supported-entities` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-dynamic-gauge-chart-supported-entities` | — |
-| `dashboard-app-controller-get-mru-records-for-entity` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-mru-records-for-entity` | `dashboard-app-controller-get-dynamic-gauge-chart-supported-entities` |
-| `dashboard-app-controller-get-record-by-id` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-record-by-id` | `dashboard-app-controller-get-mru-records-for-entity` |
-| `dashboard-app-controller-search-records-for-entity` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/search-records-for-entity` | `dashboard-app-controller-get-dynamic-gauge-chart-supported-entities` |
-| `dashboard-app-controller-get-numeric-fields-for-entity` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-numeric-fields-for-entity` | `dashboard-app-controller-get-dynamic-gauge-chart-supported-entities` |
-| `dashboard-app-controller-get-record-field-value` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-record-field-value` | `dashboard-app-controller-get-record-by-id`, `dashboard-app-controller-get-numeric-fields-for-entity` |
-| `dashboard-component-controller-is-feed-enabled` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-component/is-feed-enabled` | — |
-| `dashboard-app-controller-component-refresh` | write | implemented | `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/component-refresh` | `dashboard-app-controller-load` |
-| `dashboard-app-controller-get-component-status` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-component-status` | `dashboard-app-controller-load` |
-| `dashboard-app-controller-is-dashboard-subscribed` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/is-dashboard-subscribed` | — |
-| `dashboard-app-controller-get-lightning-component-info` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-lightning-component-info` | — |
-| `dashboard-app-controller-get-lightning-components` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-lightning-components` | — |
-| `dashboard-app-controller-get-metric-store-items` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-metric-store-items` | — |
-| `dashboard-app-controller-get-dashboard-onboarding` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-dashboard-onboarding` | — |
-| `dashboard-app-controller-set-dashboard-onboarding` | write | implemented | `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/set-dashboard-onboarding` | — |
-| `dashboard-app-controller-get-translated-values-for-dashboard` | read | implemented | `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-translated-values-for-dashboard` | `dashboard-app-controller-load` |
-
-### Dependency graph
-
-```mermaid
-graph TD
-  dashboard_app_controller_get_c_s_r_f_token["dashboard-app-controller-get-c-s-r-f-token (read)"]
-  dashboard_app_controller_post_to_feed["dashboard-app-controller-post-to-feed (write)"]
-  dashboard_app_controller_search_user_groups["dashboard-app-controller-search-user-groups (read)"]
-  dashboard_app_controller_follow_dashboard["dashboard-app-controller-follow-dashboard (write)"]
-  dashboard_app_controller_unfollow_dashboard["dashboard-app-controller-unfollow-dashboard (write)"]
-  dashboard_app_controller_get_follow_state["dashboard-app-controller-get-follow-state (read)"]
-  dashboard_app_controller_create_content_version["dashboard-app-controller-create-content-version (write)"]
-  dashboard_app_controller_get_content_document_id_from_content_version["dashboard-app-controller-get-content-document-id-from-content-version (read)"]
-  dashboard_app_controller_get_file["dashboard-app-controller-get-file (read)"]
-  dashboard_app_controller_get_files_in_batch["dashboard-app-controller-get-files-in-batch (read)"]
-  dashboard_app_controller_delete_file["dashboard-app-controller-delete-file (delete)"]
-  dashboard_app_controller_get_file_links["dashboard-app-controller-get-file-links (read)"]
-  dashboard_app_controller_get_files_linked_to_user["dashboard-app-controller-get-files-linked-to-user (read)"]
-  dashboard_app_controller_get_slack_workspaces["dashboard-app-controller-get-slack-workspaces (read)"]
-  dashboard_app_controller_get_slack_recipients["dashboard-app-controller-get-slack-recipients (read)"]
-  dashboard_app_controller_post_asset_to_slack["dashboard-app-controller-post-asset-to-slack (write)"]
-  dashboard_app_controller_load["dashboard-app-controller-load (read)"]
-  dashboard_app_controller_load_components["dashboard-app-controller-load-components (read)"]
-  dashboard_app_controller_refresh["dashboard-app-controller-refresh (read)"]
-  dashboard_app_controller_save["dashboard-app-controller-save (write)"]
-  dashboard_app_controller_clone["dashboard-app-controller-clone (write)"]
-  dashboard_app_controller_create["dashboard-app-controller-create (write)"]
-  dashboard_app_controller_delete["dashboard-app-controller-delete (delete)"]
-  dashboard_app_controller_change_dashboard_owner["dashboard-app-controller-change-dashboard-owner (write)"]
-  dashboard_app_controller_get_status["dashboard-app-controller-get-status (read)"]
-  dashboard_app_controller_describe["dashboard-app-controller-describe (read)"]
-  dashboard_app_controller_load_report["dashboard-app-controller-load-report (read)"]
-  dashboard_app_controller_run_report_for_preview["dashboard-app-controller-run-report-for-preview (read)"]
-  dashboard_app_controller_search_users["dashboard-app-controller-search-users (read)"]
-  dashboard_app_controller_get_filter_operators["dashboard-app-controller-get-filter-operators (read)"]
-  dashboard_app_controller_get_matching_filter_values["dashboard-app-controller-get-matching-filter-values (read)"]
-  dashboard_app_controller_get_actions["dashboard-app-controller-get-actions (read)"]
-  dashboard_app_controller_get_site_path_prefix["dashboard-app-controller-get-site-path-prefix (read)"]
-  dashboard_app_controller_get_report_fields["dashboard-app-controller-get-report-fields (read)"]
-  dashboard_app_controller_validate_filter_options["dashboard-app-controller-validate-filter-options (validate)"]
-  dashboard_app_controller_get_dashboard_app_config["dashboard-app-controller-get-dashboard-app-config (read)"]
-  dashboard_app_controller_validate_enablement_programs["dashboard-app-controller-validate-enablement-programs (validate)"]
-  dashboard_app_controller_get_dynamic_gauge_chart_supported_entities["dashboard-app-controller-get-dynamic-gauge-chart-supported-entities (read)"]
-  dashboard_app_controller_get_mru_records_for_entity["dashboard-app-controller-get-mru-records-for-entity (read)"]
-  dashboard_app_controller_get_record_by_id["dashboard-app-controller-get-record-by-id (read)"]
-  dashboard_app_controller_search_records_for_entity["dashboard-app-controller-search-records-for-entity (read)"]
-  dashboard_app_controller_get_numeric_fields_for_entity["dashboard-app-controller-get-numeric-fields-for-entity (read)"]
-  dashboard_app_controller_get_record_field_value["dashboard-app-controller-get-record-field-value (read)"]
-  dashboard_component_controller_is_feed_enabled["dashboard-component-controller-is-feed-enabled (read)"]
-  dashboard_app_controller_component_refresh["dashboard-app-controller-component-refresh (write)"]
-  dashboard_app_controller_get_component_status["dashboard-app-controller-get-component-status (read)"]
-  dashboard_app_controller_is_dashboard_subscribed["dashboard-app-controller-is-dashboard-subscribed (read)"]
-  dashboard_app_controller_get_lightning_component_info["dashboard-app-controller-get-lightning-component-info (read)"]
-  dashboard_app_controller_get_lightning_components["dashboard-app-controller-get-lightning-components (read)"]
-  dashboard_app_controller_get_metric_store_items["dashboard-app-controller-get-metric-store-items (read)"]
-  dashboard_app_controller_get_dashboard_onboarding["dashboard-app-controller-get-dashboard-onboarding (read)"]
-  dashboard_app_controller_set_dashboard_onboarding["dashboard-app-controller-set-dashboard-onboarding (write)"]
-  dashboard_app_controller_get_translated_values_for_dashboard["dashboard-app-controller-get-translated-values-for-dashboard (read)"]
-  dashboard_app_controller_load --> dashboard_app_controller_post_to_feed
-  dashboard_app_controller_load --> dashboard_app_controller_follow_dashboard
-  dashboard_app_controller_get_follow_state --> dashboard_app_controller_unfollow_dashboard
-  dashboard_app_controller_load --> dashboard_app_controller_get_follow_state
-  dashboard_app_controller_create_content_version --> dashboard_app_controller_get_content_document_id_from_content_version
-  dashboard_app_controller_get_slack_workspaces --> dashboard_app_controller_get_slack_recipients
-  dashboard_app_controller_get_slack_recipients --> dashboard_app_controller_post_asset_to_slack
-  dashboard_app_controller_load --> dashboard_app_controller_load_components
-  dashboard_app_controller_load --> dashboard_app_controller_refresh
-  dashboard_app_controller_load --> dashboard_app_controller_save
-  dashboard_app_controller_load --> dashboard_app_controller_clone
-  dashboard_app_controller_load --> dashboard_app_controller_delete
-  dashboard_app_controller_load --> dashboard_app_controller_change_dashboard_owner
-  dashboard_app_controller_load --> dashboard_app_controller_get_status
-  dashboard_app_controller_load_report --> dashboard_app_controller_run_report_for_preview
-  dashboard_app_controller_get_dynamic_gauge_chart_supported_entities --> dashboard_app_controller_get_mru_records_for_entity
-  dashboard_app_controller_get_mru_records_for_entity --> dashboard_app_controller_get_record_by_id
-  dashboard_app_controller_get_dynamic_gauge_chart_supported_entities --> dashboard_app_controller_search_records_for_entity
-  dashboard_app_controller_get_dynamic_gauge_chart_supported_entities --> dashboard_app_controller_get_numeric_fields_for_entity
-  dashboard_app_controller_get_record_by_id --> dashboard_app_controller_get_record_field_value
-  dashboard_app_controller_get_numeric_fields_for_entity --> dashboard_app_controller_get_record_field_value
-  dashboard_app_controller_load --> dashboard_app_controller_component_refresh
-  dashboard_app_controller_load --> dashboard_app_controller_get_component_status
-  dashboard_app_controller_load --> dashboard_app_controller_get_translated_values_for_dashboard
-```
-
-### Read operations
-
-#### `dashboard-app-controller-get-c-s-r-f-token`
-
-Retrieve a CSRF token from the server. This token is used exclusively
-by the raw XHR file upload path (/chatter/handlers/chatterfile) for
-the snapshot-to-Chatter flow. It is NOT required by any other Aura
-action in this SOR — Aura's $A.enqueueAction framework handles CSRF
-protection internally for all action calls.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-csrftoken`   — status: `implemented`
-
-#### `dashboard-app-controller-search-user-groups`
-
-Search for users and groups by keyword to populate sharing recipients when the admin wants to share or post a dashboard to specific people or groups.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/search-user-groups`   — status: `implemented`
-
-#### `dashboard-app-controller-get-follow-state`
-
-Determine whether the current user is already following the specified dashboard. The result drives the UI toggle between Follow and Unfollow actions.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-follow-state`   — status: `implemented`
-
-**Depends on:** `dashboard-app-controller-load`
-
-**Output:** String subscription id when the caller is subscribed to the
-dashboard; null when the caller is not subscribed. The
-subscription-id-or-null shape is the value-add over the sibling
-is-dashboard-subscribed step (which only returns Boolean) — callers
-that want to unfollow via a Chatter-native path need the id.
-Prefer is-dashboard-subscribed when only the boolean is needed.
-
-#### `dashboard-app-controller-get-content-document-id-from-content-version`
-
-Given a ContentVersion ID, retrieve the parent ContentDocument ID. This is needed to reference the file in feed posts, Slack messages, or link operations. Source: output of dashboard-app-controller-create-content-version.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-content-document-id-from-content-version`   — status: `implemented`
-
-**Depends on:** `dashboard-app-controller-create-content-version`
-
-#### `dashboard-app-controller-get-file`
-
-Fetch metadata and download URL for a single file (ContentDocument/ContentVersion) associated with the dashboard.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-file`   — status: `implemented`
-
-#### `dashboard-app-controller-get-files-in-batch`
-
-Fetch metadata for multiple files in a single server round-trip, used when the dashboard has several widget images or attachments to display.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-files-in-batch`   — status: `implemented`
-
-#### `dashboard-app-controller-get-file-links`
-
-Retrieve ContentDocumentLink records that associate files with the dashboard entity, used to display linked files in the UI.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-file-links`   — status: `implemented`
-
-#### `dashboard-app-controller-get-files-linked-to-user`
-
-Retrieve files owned by or linked to the current user, enabling the file picker to show recently uploaded images for widget backgrounds or snapshots.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-files-linked-to-user`   — status: `implemented`
-
-#### `dashboard-app-controller-get-slack-workspaces`
-
-Fetch the list of Slack workspaces connected to the org so the user can choose where to post a dashboard snapshot.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-slack-workspaces`   — status: `implemented`
-
-#### `dashboard-app-controller-get-slack-recipients`
-
-Search for Slack channels or direct-message recipients within a selected workspace to target the dashboard post.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-slack-recipients`   — status: `implemented`
-
-**Depends on:** `dashboard-app-controller-get-slack-workspaces`
-
-#### `dashboard-app-controller-load`
-
-Load the full dashboard definition (metadata, layout, filters, running user) from the server. This is the primary entry point that hydrates the dashboard viewer or editor.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/load`   — status: `implemented`
-
-**Output:** JSON envelope carrying the full dashboard definition (layout, widget
-list, filter definitions, running-user, refresh state) plus per-widget
-data seeds. The widget seeds are already-executed report results
-embedded in the payload — a caller does not need to call
-loadComponents unless the widget list must be refetched separately.
-The response's running-user identity is the identity the widgets
-were evaluated against; agents that need to view-as a different
-identity must re-load with a different runningUser parameter (they
-cannot rewrite the response).
-
-#### `dashboard-app-controller-load-components`
-
-Fetch the individual component (widget) definitions and their data for the currently loaded dashboard. Typically called after the dashboard shell is loaded.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/load-components`   — status: `implemented`
-
-**Depends on:** `dashboard-app-controller-load`
-
-#### `dashboard-app-controller-refresh`
-
-Re-run all underlying report queries and refresh the dashboard's component data without reloading the full definition. Used when the admin clicks the Refresh button.
-
-**Call:** `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/refresh`   — status: `implemented`
-
-**Depends on:** `dashboard-app-controller-load`
-
-**Output:** JSON envelope carrying refreshed per-widget data seeds keyed by
-componentId. The dashboard definition itself is NOT returned — only
-the recomputed widget data. Callers rendering after refresh should
-keep the definition they already have from load and merge only the
-widget seeds. Refresh may return a partial payload when some widgets
-are async (in that case, poll get-status or get-component-status
-until the async widgets complete).
-
-#### `dashboard-app-controller-get-status`
-
-Poll the server for the current refresh/run status of the dashboard (e.g., running, complete, error). Used to show progress indicators during async refresh.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-status`   — status: `implemented`
-
-**Depends on:** `dashboard-app-controller-load`
-
-#### `dashboard-app-controller-describe`
-
-Retrieve the describe information for the dashboard entity, including available fields, component types, and filter capabilities. Used to drive the editor UI.
-
-**Call:** `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/describe`   — status: `implemented`
-
-**Output:** JSON envelope carrying the dashboard's structural metadata WITHOUT
-the widget data seeds: definition, filters, widget-type list,
-running-user, permissions, and refresh state. Cheaper than load
-when a caller only needs to inspect structure (e.g., preflight
-validation, dashboard-list rendering, permission checks) rather
-than render the widgets.
-
-#### `dashboard-app-controller-load-report`
-
-Fetch the metadata of a report that backs a dashboard widget, including columns, groupings, and filter fields. Used when configuring or inspecting a widget's data source.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/load-report`   — status: `implemented`
-
-#### `dashboard-app-controller-run-report-for-preview`
-
-Execute a report with optional filters and return result data so the dashboard editor can render a live preview of the widget before saving.
-
-**Call:** `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/run-report-for-preview`   — status: `implemented`
-
-**Depends on:** `dashboard-app-controller-load-report`
-
-#### `dashboard-app-controller-search-users`
-
-Search for users by name or keyword to populate the running-user picker when changing dashboard ownership or configuring dynamic dashboards.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/search-users`   — status: `implemented`
-
-#### `dashboard-app-controller-get-filter-operators`
-
-Retrieve the list of supported filter operators (equals, not equals, contains, etc.) for dashboard filters, used to populate operator dropdowns in the filter editor.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-filter-operators`   — status: `implemented`
-
-#### `dashboard-app-controller-get-matching-filter-values`
-
-Fetches filter value suggestions that match a user-supplied search string, used to populate typeahead or picklist options in dashboard filter UIs.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-matching-filter-values`   — status: `implemented`
-
-#### `dashboard-app-controller-get-actions`
-
-Returns the set of actions (e.g., drill-down, navigate) available for a given dashboard component context, enabling the UI to render action menus.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-actions`   — status: `implemented`
-
-#### `dashboard-app-controller-get-site-path-prefix`
-
-Retrieves the current community/site path prefix so that component links and navigation targets are correctly scoped within Experience Cloud sites.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-site-path-prefix`   — status: `implemented`
-
-#### `dashboard-app-controller-get-report-fields`
-
-Loads the field metadata (columns, groupings, measures) of a report that backs a dashboard component, enabling the builder to map fields to visualization axes.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-report-fields`   — status: `implemented`
-
-#### `dashboard-app-controller-get-dashboard-app-config`
-
-Retrieves the global dashboard app configuration (feature flags, limits, supported chart types) used to initialize the dashboard builder or viewer.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-dashboard-app-config`   — status: `implemented`
-
-#### `dashboard-app-controller-get-dynamic-gauge-chart-supported-entities`
-
-Returns the set of SObject entities that support dynamic gauge chart components, allowing the builder to present valid entity choices.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-dynamic-gauge-chart-supported-entities`   — status: `implemented`
-
-#### `dashboard-app-controller-get-mru-records-for-entity`
-
-Retrieves MRU records for a specified entity, used to pre-populate record pickers in dynamic gauge chart configuration.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-mru-records-for-entity`   — status: `implemented`
-
-**Depends on:** `dashboard-app-controller-get-dynamic-gauge-chart-supported-entities`
-
-#### `dashboard-app-controller-get-record-by-id`
-
-Loads a specific record by ID for display in a dynamic gauge chart or component detail panel. Source: output of dashboard-app-controller-get-mru-records-for-entity or dashboard-app-controller-search-records-for-entity (provides the recordId).
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-record-by-id`   — status: `implemented`
-
-**Depends on:** `dashboard-app-controller-get-mru-records-for-entity`
-
-#### `dashboard-app-controller-search-records-for-entity`
-
-Performs a keyword search against a specified entity, returning matching records for selection in dynamic gauge chart configuration.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/search-records-for-entity`   — status: `implemented`
-
-**Depends on:** `dashboard-app-controller-get-dynamic-gauge-chart-supported-entities`
-
-#### `dashboard-app-controller-get-numeric-fields-for-entity`
-
-Returns the numeric fields available on a given entity, enabling the builder to select which field drives the gauge chart value.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-numeric-fields-for-entity`   — status: `implemented`
-
-**Depends on:** `dashboard-app-controller-get-dynamic-gauge-chart-supported-entities`
-
-#### `dashboard-app-controller-get-record-field-value`
-
-Fetches the current value of a numeric field on a selected record, used to render the gauge chart's current-value indicator. Source: output of dashboard-app-controller-get-record-by-id (provides recordId) and dashboard-app-controller-get-numeric-fields-for-entity (provides fieldName).
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-record-field-value`   — status: `implemented`
-
-**Depends on:** `dashboard-app-controller-get-record-by-id`, `dashboard-app-controller-get-numeric-fields-for-entity`
-
-#### `dashboard-component-controller-is-feed-enabled`
-
-Determines whether Chatter feed tracking is enabled for the Dashboard object, controlling visibility of the feed panel on dashboard components.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-component/is-feed-enabled`   — status: `implemented`
-
-#### `dashboard-app-controller-get-component-status`
-
-Return the refresh status of one or more components on the currently-
-loaded dashboard. Used to poll after component-refresh or a full
-refresh; the response distinguishes queued, running, completed, and
-failed states per component so an agent can render progress or
-selectively retry.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-component-status`   — status: `implemented`
-
-**Depends on:** `dashboard-app-controller-load`
-
-#### `dashboard-app-controller-is-dashboard-subscribed`
-
-Cheap boolean probe of the caller's follow-state on a dashboard.
-Returns true when the caller is following, false otherwise. Prefer
-this over `get-follow-state` when the workflow only needs the
-boolean; `get-follow-state` additionally returns the subscription
-id for callers that need to unfollow via a Chatter-native path.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/is-dashboard-subscribed`   — status: `implemented`
-
-**Output:** Boolean. `true` when the caller has an active Chatter subscription
-against the dashboardId; `false` otherwise. Never returns a
-subscription id.
-
-#### `dashboard-app-controller-get-lightning-component-info`
-
-Return the metadata definition (properties, supported bindings,
-required inputs) for a single Lightning widget type identified by
-its componentApiName. Useful for programmatic validation of a
-dashboard definition before save — confirms a referenced widget
-type is available in this org and reads its input schema.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-lightning-component-info`   — status: `implemented`
-
-**Output:** ComponentRepresentation: the widget metadata (apiName, label,
-supported property schema, required inputs, output bindings).
-Non-existent componentApiName returns an error response, not an
-empty representation.
-
-#### `dashboard-app-controller-get-lightning-components`
-
-Return the collection of Lightning widget types available for use on
-dashboards in this org. Callers building a dashboard definition
-programmatically use this to enumerate valid widget types before
-picking one; pair with get-lightning-component-info for the full
-metadata of a chosen widget.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-lightning-components`   — status: `implemented`
-
-**Output:** ComponentCollectionRepresentation: an ordered list of available
-widget types, each with apiName + label. Org-scoped — widgets
-gated by disabled features do not appear.
-
-#### `dashboard-app-controller-get-metric-store-items`
-
-Return the semantic-metric-store items available in the org for use
-with metric-bound dashboard widgets. Callers building a metric
-widget programmatically read this catalog to pick a metric identifier
-before wiring it into a widget definition.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-metric-store-items`   — status: `implemented`
-
-**Output:** List of SemanticMetricStoreItemOutputRepresentation. Each item
-carries the metric identifier + label + measure metadata a widget
-needs to bind against.
-
-#### `dashboard-app-controller-get-dashboard-onboarding`
-
-Return the onboarding state for a Data Cloud dashboard experience.
-Use this to determine whether a dashboard is backed by Data Cloud
-Reporting. Pair with set-dashboard-onboarding to persist the flag
-once the onboarding UX has been shown. Gated by
-Data Cloud Reporting view access — orgs without
-the Data Cloud Reporting entitlement cannot call this step.
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-dashboard-onboarding`   — status: `implemented`
-
-#### `dashboard-app-controller-get-translated-values-for-dashboard`
-
-Return the localized labels and picklist values that render on a
-dashboard for the caller's locale. Used when the render layer needs
-the translated strings that were not embedded in the dashboard
-definition (labels are keyed off the caller's user-locale, not the
-dashboard's owner-locale).
-
-**Call:** `GET /headless/invoke/analytics/analytics-dashboard/dashboard-app/get-translated-values-for-dashboard`   — status: `implemented`
-
-**Depends on:** `dashboard-app-controller-load`
-
-### Write operations
-
-#### `dashboard-app-controller-post-to-feed`
-
-Post a dashboard snapshot or comment to Chatter via POST /chatter/feed-elements. Wrap the Aura controller's flat feedItemInput as `feedElement` in the request body; subjectId identifies the parent (dashboardId for record-feed posts). Returns FeedElementRepresentation.
-
-**Call:** `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/post-to-feed`   — status: `implemented`
-
-**Depends on:** `dashboard-app-controller-load`
-
-#### `dashboard-app-controller-follow-dashboard`
-
-Subscribe the current user to follow a dashboard so they receive notifications when it is refreshed or updated.
-
-**Call:** `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/follow-dashboard`   — status: `implemented`
-
-**Depends on:** `dashboard-app-controller-load`
-
-#### `dashboard-app-controller-unfollow-dashboard`
-
-Unsubscribe the current user from following a dashboard, stopping refresh notifications.
-
-**Call:** `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/unfollow-dashboard`   — status: `implemented`
-
-**Depends on:** `dashboard-app-controller-get-follow-state`
-
-#### `dashboard-app-controller-create-content-version`
-
-Create a new ContentVersion record (file upload) — typically a dashboard
-widget image or snapshot that will be attached to the dashboard or a
-feed post.
-
-**Call:** `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/create-content-version`   — status: `implemented`
-
-#### `dashboard-app-controller-post-asset-to-slack`
-
-Send a dashboard snapshot or link to a Slack channel or user. Requires a workspace and recipient selection from prior steps.
-
-**Call:** `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/post-asset-to-slack`   — status: `implemented`
-
-**Depends on:** `dashboard-app-controller-get-slack-recipients`
-
-#### `dashboard-app-controller-save`
-
-Persist the current dashboard definition (layout, components, filters,
-properties) back to the server. Requires a loaded dashboard (needs
-dashboardId and the metadata to save).
-
-**Call:** `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/save`   — status: `implemented`
-
-**Depends on:** `dashboard-app-controller-load`
-
-#### `dashboard-app-controller-clone`
-
-Create a copy of the currently loaded dashboard with a new name/folder. The server duplicates the definition and returns the new dashboard ID.
-
-**Call:** `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/clone`   — status: `implemented`
-
-**Depends on:** `dashboard-app-controller-load`
-
-#### `dashboard-app-controller-create`
-
-Create a brand-new dashboard from scratch with the provided definition (name, folder, running user, layout). Returns the new dashboard ID.
-
-**Call:** `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/create`   — status: `implemented`
-
-#### `dashboard-app-controller-change-dashboard-owner`
-
-Transfer ownership of the dashboard to a different user, which affects the running-user context for data visibility in dynamic dashboards.
-
-**Call:** `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/change-dashboard-owner`   — status: `implemented`
-
-**Depends on:** `dashboard-app-controller-load`
-
-#### `dashboard-app-controller-component-refresh`
-
-Re-run the underlying report for a specific component (widget) on the
-currently-loaded dashboard without refreshing the whole dashboard.
-Useful when only a subset of widgets has stale data, or as a
-recovery flow for widgets that failed on the last full refresh.
-Pair with get-component-status to poll each component's refresh state.
-
-**Call:** `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/component-refresh`   — status: `implemented`
-
-**Depends on:** `dashboard-app-controller-load`
-
-#### `dashboard-app-controller-set-dashboard-onboarding`
-
-Persist the onboarding state for a Data Cloud dashboard experience.
-Typically called once after the Data Cloud onboarding UX has been
-shown so subsequent get-dashboard-onboarding calls return the
-persisted state. Same DataCloudReporting entitlement gate as
-the get-dashboard-onboarding sibling.
-
-**Call:** `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/set-dashboard-onboarding`   — status: `implemented`
-
-### Destructive operations
-
-#### `dashboard-app-controller-delete-file`
-
-Remove a ContentDocument (file) that was previously attached to the
-dashboard or a widget.
-
-**Call:** `DELETE /headless/invoke/analytics/analytics-dashboard/dashboard-app/delete-file`   — status: `implemented`
-
-#### `dashboard-app-controller-delete`
-
-Permanently remove the specified dashboard and its components from the org.
-Requires a loaded dashboard reference (dashboardId).
-
-**Call:** `DELETE /headless/invoke/analytics/analytics-dashboard/dashboard-app/delete`   — status: `implemented`
-
-**Depends on:** `dashboard-app-controller-load`
-
-### Other operations
-
-#### `dashboard-app-controller-validate-filter-options`
-
-Pre-flight validation of filter option selections before they are applied to a dashboard. Returns errors if any option is invalid or incompatible with the underlying report filter.
-
-**Call:** `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/validate-filter-options`   — status: `implemented`
-
-#### `dashboard-app-controller-validate-enablement-programs`
-
-Checks whether referenced enablement programs are valid and accessible in the current org, surfacing errors before the dashboard is saved.
-
-**Call:** `PATCH /headless/invoke/analytics/analytics-dashboard/dashboard-app/validate-enablement-programs`   — status: `implemented`