v1.5.1 — partners: Discord notification for client briefs + referring-partner attribution (#23344)

**Merge after #23295.** Targets `main`, but must land second: #23295 bumps `1.3.2 → 1.4.0`, and this bumps `1.4.0 → 1.5.1`. Merging this first would leave `main` at 1.5.1 and make #23295's bump conflict and regress the version. `package.json` is the only file the two branches share. App version: **v1.5.1**. ## What this does Posts a Discord notification when a client brief is submitted through the public marketplace form, and records which partner's profile page the brief came from. A visitor can reach the brief form from the marketplace listing page or from a specific partner's profile. Until now that context was lost. This adds a `referredByPartner` relation on Opportunity so the attribution is a queryable CRM fact rather than a line in a chat message. ## How it works `submitClientBrief` resolves the incoming `partnerSlug` to a Partner, sets the relation on create, then posts the embed inline. Inline rather than an `opportunity.created` database trigger, because that event cannot distinguish a brief from a TFT import — both are created by logic functions and both carry `createdBy.source === 'APPLICATION'`. A trigger would need a discriminator like "source is APPLICATION and `tftOpportunityId` is empty", which silently breaks the day a third logic function creates an Opportunity. The cost of going inline is that the Discord call sits in the visitor's request, so it uses a 3s timeout rather than the trigger path's 8s, and every failure is swallowed — a dead webhook can never turn a submitted brief into a failed one. ## Notable decisions - **Slug resolution ignores `validationStage` and `availability`**, unlike the marketplace profile query. If someone submitted a brief from a partner's page, that partner referred it, even if they go unavailable a minute later. Filtering would silently drop real attribution. - **An unresolved slug never fails the brief.** It logs a warning, leaves the relation unset, and still notifies. A brief is a sales lead; losing one over an attribution field the visitor never saw would be a bad trade. - **`referredByPartner` is separate from the existing `partner` field.** One is who sent the lead, the other is who works it. - **The Discord connector moved to `modules/shared/connector/`.** Two domains now need it, and `AGENTS.md` forbids importing logic sideways between domains. `postWebhook` gained `label` and `timeoutMs` parameters; the transport is otherwise unchanged. - Reuses the existing `DISCORD_WEBHOOK_URL` and `PARTNER_APP_FRONTEND_URL` variables — no new configuration to set on prod. ## Permissions `partner.role.ts` locks the new Opportunity field. `configure-partner-rls.ts` treats its skip-list as a closed allowlist of system columns, so an unlocked new field is reported as a discrepancy. Note that Opportunity RLS for partners is `(partnerUser IS me) OR (isListed = true)`, so on a **listed** brief any partner can read `referredByPartner` — i.e. see that a competitor referred it. Called out deliberately; happy to restrict it if that's not wanted. ## Testing 8 unit tests for the embed mapper (partner present/absent, truncation, absent optionals, no email in the payload, inline-row padding) and 4 for the schema. Full suite: 188 passing, lint clean. Verified end to end against a local workspace with a real Discord webhook. All three paths return `ok: true`; the persisted relation was confirmed via GraphQL rather than inferred from the status code: | Submission | `referredByPartner` | |---|---| | valid slug | linked to the partner | | no slug | `null`, embed reads "Marketplace listing" | | unknown slug | `null`, brief still succeeds | ## Follow-up, not in this PR `yarn rls:configure` fails before reaching its field-lock check — its retry path strips `predicateGroups` but the predicates still carry `rowLevelPermissionPredicateGroupId`, so the retry fails identically. Pre-existing and unrelated to this change (`configure-partner-rls.ts` is untouched here), but it means the script cannot currently verify the lock on a fresh workspace. The website side that sends `partnerSlug` is #23351. Until it ships, this is inert: no caller sends the field, and briefs behave exactly as before. Merge this one first — #23351 is the sender, this is the receiver.  <a href="https://cubic.dev/pr/twentyhq/twenty/pull/23344?utm_source=github" target="_blank" rel="noopener noreferrer" data-no-image-dialog="true"><picture><source media="(prefers-color-scheme: dark)" srcset="https://www.cubic.dev/buttons/review-in-cubic-dark.svg"><source media="(prefers-color-scheme: light)" srcset="https://www.cubic.dev/buttons/review-in-cubic-light.svg"><img alt="Review in cubic" src="https://www.cubic.dev/buttons/review-in-cubic-dark.svg"></picture></a>
2026-07-28 11:42:23 +02:00
parent 1f55234d0b
commit fea06bdd4b
19 changed files with 391 additions and 15 deletions
@@ -1,6 +1,6 @@
 {
  "name": "twenty-partners",
-  "version": "1.4.0",
+  "version": "1.5.1",
  "license": "MIT",
  "engines": {
    "node": "^24.5.0",
@@ -20,13 +20,13 @@ export default defineApplication({
    DISCORD_WEBHOOK_URL: {
      universalIdentifier: '7056c98a-e7e1-4dba-8a40-b578f30b3479',
      description:
-        'Discord incoming webhook URL. When set, a notification is posted to this channel each time the application form creates a new Partner. Leave empty to disable. Set per-workspace in Settings → Apps → Twenty Partners → Variables.',
+        'Discord incoming webhook URL. When set, a notification is posted to this channel each time the application form creates a new Partner, and each time the public marketplace form submits a client brief (brief details, contact name and company, and the referring partner). Leave empty to disable both. Set per-workspace in Settings → Apps → Twenty Partners → Variables.',
      isSecret: true,
    },
    PARTNER_APP_FRONTEND_URL: {
      universalIdentifier: '746e7bd8-8934-414e-95f5-cc266a624616',
      description:
-        'Workspace front-end base URL (e.g. https://partners.twenty.com), used to build the clickable Partner record link in the Discord notification. Set per-workspace in Settings → Apps → Twenty Partners → Variables.',
+        'Workspace front-end base URL (e.g. https://partners.twenty.com), used to build the clickable Partner and Opportunity record links in Discord notifications. When empty, notifications are still sent but carry no links. Set per-workspace in Settings → Apps → Twenty Partners → Variables.',
      isSecret: false,
    },
  },
@@ -0,0 +1,25 @@
+import { FieldType, OnDeleteAction, RelationType, STANDARD_OBJECT_UNIVERSAL_IDENTIFIERS, defineField } from 'twenty-sdk/define';
+
+import { PARTNER_OBJECT_UNIVERSAL_IDENTIFIER } from 'src/constants/universal-identifiers';
+
+export const REFERRED_BY_PARTNER_ON_OPPORTUNITY_FIELD_ID = '70fb45ca-8be9-418c-b8f8-ce91da3676d0';
+export const REFERRED_OPPORTUNITIES_ON_PARTNER_FIELD_ID = '85bd7d91-c38c-468f-bdb0-60883761ee24';
+
+// Whose public profile page the brief was submitted from — not who works the deal
+// (that is `partner`).
+export default defineField({
+  universalIdentifier: REFERRED_BY_PARTNER_ON_OPPORTUNITY_FIELD_ID,
+  objectUniversalIdentifier: STANDARD_OBJECT_UNIVERSAL_IDENTIFIERS.opportunity.universalIdentifier,
+  type: FieldType.RELATION,
+  name: 'referredByPartner',
+  label: 'Referred by',
+  icon: 'IconShare',
+  isNullable: true,
+  relationTargetObjectMetadataUniversalIdentifier: PARTNER_OBJECT_UNIVERSAL_IDENTIFIER,
+  relationTargetFieldMetadataUniversalIdentifier: REFERRED_OPPORTUNITIES_ON_PARTNER_FIELD_ID,
+  universalSettings: {
+    relationType: RelationType.MANY_TO_ONE,
+    onDelete: OnDeleteAction.SET_NULL,
+    joinColumnName: 'referredByPartnerId',
+  },
+});
@@ -0,0 +1,18 @@
+import { FieldType, RelationType, STANDARD_OBJECT_UNIVERSAL_IDENTIFIERS, defineField } from 'twenty-sdk/define';
+
+import { PARTNER_OBJECT_UNIVERSAL_IDENTIFIER } from 'src/constants/universal-identifiers';
+import { REFERRED_BY_PARTNER_ON_OPPORTUNITY_FIELD_ID, REFERRED_OPPORTUNITIES_ON_PARTNER_FIELD_ID } from './referred-by-partner-on-opportunity.field';
+
+export default defineField({
+  universalIdentifier: REFERRED_OPPORTUNITIES_ON_PARTNER_FIELD_ID,
+  objectUniversalIdentifier: PARTNER_OBJECT_UNIVERSAL_IDENTIFIER,
+  type: FieldType.RELATION,
+  name: 'referredOpportunities',
+  label: 'Referred opportunities',
+  isNullable: true,
+  relationTargetObjectMetadataUniversalIdentifier: STANDARD_OBJECT_UNIVERSAL_IDENTIFIERS.opportunity.universalIdentifier,
+  relationTargetFieldMetadataUniversalIdentifier: REFERRED_BY_PARTNER_ON_OPPORTUNITY_FIELD_ID,
+  universalSettings: {
+    relationType: RelationType.ONE_TO_MANY,
+  },
+});
@@ -0,0 +1,12 @@
+import type { CoreApiClient } from 'twenty-client-sdk/core';
+
+// Slug-only: a partner who referred a brief stays the referrer even if they
+// later go unavailable or lose validation.
+export function findPartnerIdBySlug(client: CoreApiClient, slug: string) {
+  return client.query({
+    partners: {
+      __args: { filter: { slug: { eq: slug } }, first: 1 },
+      edges: { node: { id: true, name: true } },
+    },
+  });
+}
@@ -0,0 +1,109 @@
+import { describe, expect, it } from 'vitest';
+
+import { buildBriefEmbed } from './brief-embed.mapper';
+
+const input = {
+  firstName: 'Jane',
+  lastName: 'Smith',
+  email: 'jane@acme.com',
+  companyName: 'Northwind Ltd',
+  need: 'Migrate 40 seats off HubSpot',
+};
+
+const fieldNamed = (embed: Record<string, unknown>, name: string) =>
+  (embed.fields as { name: string; value: string }[]).find((f) => f.name === name);
+
+describe('buildBriefEmbed', () => {
+  it('puts the need in the description and links the record', () => {
+    const embed = buildBriefEmbed(
+      { opportunityId: 'opp-1', input, referringPartner: null },
+      'https://partners.twenty.com',
+    );
+    expect(embed.title).toBe('New client brief');
+    expect(embed.description).toBe('Migrate 40 seats off HubSpot');
+    expect(embed.url).toBe('https://partners.twenty.com/object/opportunity/opp-1');
+  });
+
+  it('links the referring partner record when one resolved', () => {
+    const embed = buildBriefEmbed(
+      { opportunityId: 'opp-1', input, referringPartner: { id: 'p-9', name: 'Acme Consulting' } },
+      'https://partners.twenty.com',
+    );
+    expect(fieldNamed(embed, 'Referred by')?.value).toBe(
+      '[Acme Consulting](https://partners.twenty.com/object/partner/p-9)',
+    );
+  });
+
+  it('falls back to the listing label when no partner referred it', () => {
+    const embed = buildBriefEmbed(
+      { opportunityId: 'opp-1', input, referringPartner: null },
+      'https://partners.twenty.com',
+    );
+    expect(fieldNamed(embed, 'Referred by')?.value).toBe('Marketplace listing');
+  });
+
+  it('degrades the partner link to plain text when no frontend url is set', () => {
+    const embed = buildBriefEmbed(
+      { opportunityId: 'opp-1', input, referringPartner: { id: 'p-9', name: 'Acme Consulting' } },
+      undefined,
+    );
+    expect(fieldNamed(embed, 'Referred by')?.value).toBe('Acme Consulting');
+    expect(embed.url).toBeUndefined();
+  });
+
+  it('never emits the submitter email', () => {
+    const embed = buildBriefEmbed(
+      { opportunityId: 'opp-1', input, referringPartner: null },
+      'https://partners.twenty.com',
+    );
+    expect(JSON.stringify(embed)).not.toContain('jane@acme.com');
+  });
+
+  it('truncates a long need and a long requirements block', () => {
+    const embed = buildBriefEmbed(
+      {
+        opportunityId: 'opp-1',
+        input: { ...input, need: 'n'.repeat(900), requirements: 'r'.repeat(900) },
+        referringPartner: null,
+      },
+      'https://partners.twenty.com',
+    );
+    expect((embed.description as string).length).toBe(600);
+    expect((embed.description as string).endsWith('…')).toBe(true);
+    expect(fieldNamed(embed, 'Requirements')?.value.length).toBe(300);
+  });
+
+  it('truncates oversized inline values from the public form', () => {
+    const embed = buildBriefEmbed(
+      {
+        opportunityId: 'opp-1',
+        input: { ...input, country: 'c'.repeat(2000), companyName: 'x'.repeat(2000) },
+        referringPartner: { id: 'p-9', name: 'n'.repeat(2000) },
+      },
+      'https://partners.twenty.com',
+    );
+    const values = (embed.fields as { value: string }[]).map((f) => f.value);
+    expect(Math.max(...values.map((v) => v.length))).toBeLessThanOrEqual(1024);
+    expect(fieldNamed(embed, 'Country')?.value.length).toBe(256);
+    expect(fieldNamed(embed, 'Company')?.value.length).toBe(256);
+  });
+
+  it('omits absent optional fields', () => {
+    const embed = buildBriefEmbed(
+      { opportunityId: 'opp-1', input, referringPartner: null },
+      'https://partners.twenty.com',
+    );
+    expect(fieldNamed(embed, 'Hosting')).toBeUndefined();
+    expect(fieldNamed(embed, 'Budget')).toBeUndefined();
+    expect(fieldNamed(embed, 'Requirements')).toBeUndefined();
+  });
+
+  it('pads each inline row to three columns so rows never reflow', () => {
+    const embed = buildBriefEmbed(
+      { opportunityId: 'opp-1', input: { ...input, seatCount: '40' }, referringPartner: null },
+      'https://partners.twenty.com',
+    );
+    const inlineRun = (embed.fields as { inline?: boolean }[]).filter((f) => f.inline === true);
+    expect(inlineRun.length % 3).toBe(0);
+  });
+});
@@ -0,0 +1,100 @@
+import { TWENTY_BLUE } from 'src/modules/shared/connector/discord/config';
+import { type DiscordField } from 'src/modules/shared/connector/discord/types';
+import { type SubmitClientBriefInput } from 'src/modules/opportunity/intake/mappers/build-requirements-text.mapper';
+import { type ReferringPartner } from 'src/modules/opportunity/intake/services/submit-client-brief.service';
+import { isNonEmptyString } from 'src/modules/shared/utils/is-non-empty-string.util';
+
+export type BriefForEmbed = {
+  opportunityId: string;
+  input: SubmitClientBriefInput;
+  referringPartner: ReferringPartner | null;
+};
+
+const NEED_MAX = 600;
+const REQUIREMENTS_MAX = 300;
+const INLINE_MAX = 256;
+const PARTNER_NAME_MAX = 100;
+const NO_PARTNER_LABEL = 'Marketplace listing';
+const SPACER: DiscordField = { name: '', value: '', inline: true };
+
+const HOSTING_LABEL: Record<'CLOUD' | 'SELF_HOSTING', string> = {
+  CLOUD: 'Cloud',
+  SELF_HOSTING: 'Self-hosting',
+};
+
+const truncate = (value: string, max: number): string =>
+  value.length <= max ? value : `${value.slice(0, max - 1)}…`;
+
+const trimTrailingSlash = (url: string): string => url.replace(/\/+$/, '');
+
+// Discord packs three inline fields per row, so a group with fewer than three
+// would pull the next group's fields up into its row. Pad every group to three.
+const pushInlineRow = (target: DiscordField[], row: DiscordField[]): void => {
+  if (row.length === 0) return;
+  target.push(...row);
+  for (let index = row.length; index < 3; index += 1) target.push(SPACER);
+};
+
+// Every inline value comes from the unbounded public brief form; Discord rejects
+// the whole payload above 1024 chars per field, which the caller then swallows.
+const inlineField = (name: string, value: string | undefined | null): DiscordField[] =>
+  isNonEmptyString(value)
+    ? [{ name, value: truncate(value.trim(), INLINE_MAX), inline: true }]
+    : [];
+
+const buildReferredBy = (
+  partner: ReferringPartner | null,
+  baseUrl: string | null,
+): string => {
+  if (partner === null) return NO_PARTNER_LABEL;
+  const name = truncate(partner.name, PARTNER_NAME_MAX);
+  return baseUrl === null ? name : `[${name}](${baseUrl}/object/partner/${partner.id})`;
+};
+
+export function buildBriefEmbed(
+  brief: BriefForEmbed,
+  frontendUrl: string | undefined,
+): Record<string, unknown> {
+  const { input, referringPartner } = brief;
+  const baseUrl = isNonEmptyString(frontendUrl) ? trimTrailingSlash(frontendUrl) : null;
+  const fields: DiscordField[] = [];
+
+  fields.push({ name: 'Referred by', value: buildReferredBy(referringPartner, baseUrl) });
+
+  const contact = [input.firstName, input.lastName].filter(isNonEmptyString).join(' ').trim();
+  pushInlineRow(fields, [
+    ...inlineField('Contact', contact),
+    ...inlineField('Company', input.companyName),
+  ]);
+
+  pushInlineRow(fields, [
+    ...inlineField('Hosting', input.hostingType && HOSTING_LABEL[input.hostingType]),
+    ...inlineField('Seats', input.seatCount),
+    ...inlineField('Country', input.country),
+  ]);
+
+  pushInlineRow(fields, [
+    ...inlineField('Languages', input.languages?.join(', ')),
+    ...inlineField('Timeline', input.timeline),
+    ...inlineField('Budget', input.budgetRange),
+  ]);
+
+  if (isNonEmptyString(input.requirements)) {
+    fields.push({
+      name: 'Requirements',
+      value: truncate(input.requirements.trim(), REQUIREMENTS_MAX),
+    });
+  }
+
+  const embed: Record<string, unknown> = {
+    title: 'New client brief',
+    description: truncate(input.need.trim(), NEED_MAX),
+    color: TWENTY_BLUE,
+    timestamp: new Date().toISOString(),
+    fields,
+  };
+  if (baseUrl !== null) {
+    embed.url = `${baseUrl}/object/opportunity/${brief.opportunityId}`;
+  }
+  return embed;
+}
@@ -15,6 +15,7 @@ export const submitClientBriefSchema = z.object({
  seatCount: z.string().optional(),
  timeline: z.string().optional(),
  budgetRange: z.string().optional(),
+  partnerSlug: z.string().trim().regex(/^[a-z0-9-]+$/).max(100).optional(),
 });

 export type SubmitClientBriefInput = z.infer<typeof submitClientBriefSchema>;
@@ -0,0 +1,20 @@
+import { DISCORD_WEBHOOK_ENV_VAR } from 'src/modules/shared/connector/discord/config';
+import { postWebhook } from 'src/modules/shared/connector/discord/discord.connector';
+import { buildBriefEmbed, type BriefForEmbed } from 'src/modules/opportunity/intake/mappers/brief-embed.mapper';
+import { isNonEmptyString } from 'src/modules/shared/utils/is-non-empty-string.util';
+
+// Tighter than the trigger-driven default: this runs inside the visitor's
+// request, so a hung webhook must not eat the function's 15s budget.
+const BRIEF_WEBHOOK_TIMEOUT_MS = 3000;
+
+export async function notifyClientBrief(brief: BriefForEmbed): Promise<void> {
+  const webhookUrl = process.env[DISCORD_WEBHOOK_ENV_VAR];
+  if (!isNonEmptyString(webhookUrl)) return;
+
+  try {
+    const embed = buildBriefEmbed(brief, process.env.PARTNER_APP_FRONTEND_URL);
+    await postWebhook(webhookUrl, { embeds: [embed] }, 'submit-client-brief', BRIEF_WEBHOOK_TIMEOUT_MS);
+  } catch {
+    // Best-effort: a Discord failure must never fail a submitted brief.
+  }
+}
@@ -5,15 +5,33 @@ import {
  findOrCreatePersonByEmail,
 } from 'src/modules/shared/services/find-or-create-company-and-person.service';
 import { createOpportunity } from 'src/modules/opportunity/intake/graphql/mutations/create-opportunity';
+import { findPartnerIdBySlug } from 'src/modules/opportunity/intake/graphql/queries/find-partner-id-by-slug';
 import {
  buildRequirementsText,
  type SubmitClientBriefInput,
 } from 'src/modules/opportunity/intake/mappers/build-requirements-text.mapper';
+import { notifyClientBrief } from 'src/modules/opportunity/intake/services/notify-client-brief.service';

 export type SubmitClientBriefResult =
  | { ok: true; opportunityId: string }
  | { ok: false; reason: string };

+export type ReferringPartner = { id: string; name: string };
+
+async function resolveReferringPartner(
+  client: CoreApiClient,
+  slug: string | undefined,
+): Promise<ReferringPartner | null> {
+  if (slug === undefined) return null;
+  const result = await findPartnerIdBySlug(client, slug);
+  const node = result.partners?.edges?.[0]?.node;
+  if (node === undefined) {
+    console.warn(`submit-client-brief: no partner for slug "${slug}"`);
+    return null;
+  }
+  return { id: node.id, name: node.name };
+}
+
 export async function submitClientBrief(
  input: SubmitClientBriefInput,
 ): Promise<SubmitClientBriefResult> {
@@ -29,6 +47,7 @@ export async function submitClientBrief(
      lastName: input.lastName,
      companyId,
    });
+    const referringPartner = await resolveReferringPartner(client, input.partnerSlug);

    const opportunityData: CoreSchema.OpportunityCreateInput = {
      name,
@@ -41,6 +60,9 @@ export async function submitClientBrief(
    if (requirements !== null) {
      opportunityData.requirements = requirements;
    }
+    if (referringPartner !== null) {
+      opportunityData.referredByPartnerId = referringPartner.id;
+    }

    const result = await createOpportunity(client, opportunityData);
    const opportunityId = result.createOpportunity?.id;
@@ -48,6 +70,8 @@ export async function submitClientBrief(
      throw new Error('createOpportunity did not return an id');
    }

+    await notifyClientBrief({ opportunityId, input, referringPartner });
+
    return { ok: true, opportunityId };
  } catch (err) {
    return { ok: false, reason: err instanceof Error ? err.message : String(err) };
@@ -1,6 +1,9 @@
 import { describe, expect, it } from 'vitest';

-import { buildRequirementsText } from './mappers/build-requirements-text.mapper';
+import {
+  buildRequirementsText,
+  submitClientBriefSchema,
+} from './mappers/build-requirements-text.mapper';

 const base = {
  firstName: 'Jane',
@@ -42,3 +45,33 @@ describe('buildRequirementsText', () => {
    expect(text).not.toContain('• Seats:');
  });
 });
+
+describe('submitClientBriefSchema partnerSlug', () => {
+  it('accepts a well-formed slug', () => {
+    expect(
+      submitClientBriefSchema.safeParse({ ...base, partnerSlug: 'acme-consulting' }).success,
+    ).toBe(true);
+  });
+
+  it('accepts a payload with no slug at all', () => {
+    expect(submitClientBriefSchema.safeParse(base).success).toBe(true);
+  });
+
+  it('rejects a slug with unsupported characters', () => {
+    expect(
+      submitClientBriefSchema.safeParse({ ...base, partnerSlug: 'Acme Consulting!' }).success,
+    ).toBe(false);
+  });
+
+  it('keeps partnerSlug out of the requirements text', () => {
+    const withoutSlug = buildRequirementsText({ ...base, requirements: 'French UI', seatCount: '~30' });
+    const withSlug = buildRequirementsText({
+      ...base,
+      requirements: 'French UI',
+      seatCount: '~30',
+      partnerSlug: 'acme-consulting',
+    });
+    expect(withSlug).toBe(withoutSlug);
+    expect(withSlug).not.toContain('acme-consulting');
+  });
+});
@@ -0,0 +1,23 @@
+import {
+  defineViewField,
+  STANDARD_OBJECT_UNIVERSAL_IDENTIFIERS,
+} from 'twenty-sdk/define';
+
+import { REFERRED_BY_PARTNER_ON_OPPORTUNITY_FIELD_ID } from 'src/modules/opportunity/fields/referred-by-partner-on-opportunity.field';
+
+export const OPPORTUNITY_RECORD_PAGE_REFERRED_BY_PARTNER_VIEW_FIELD_UNIVERSAL_IDENTIFIER =
+  '894a2b31-9c71-4365-aab1-27b805ac1bf8';
+
+const OPPORTUNITY_RECORD_PAGE_FIELDS =
+  STANDARD_OBJECT_UNIVERSAL_IDENTIFIERS.opportunity.views.opportunityRecordPageFields;
+
+export default defineViewField({
+  universalIdentifier:
+    OPPORTUNITY_RECORD_PAGE_REFERRED_BY_PARTNER_VIEW_FIELD_UNIVERSAL_IDENTIFIER,
+  viewUniversalIdentifier: OPPORTUNITY_RECORD_PAGE_FIELDS.universalIdentifier,
+  fieldMetadataUniversalIdentifier: REFERRED_BY_PARTNER_ON_OPPORTUNITY_FIELD_ID,
+  viewFieldGroupUniversalIdentifier:
+    OPPORTUNITY_RECORD_PAGE_FIELDS.viewFieldGroups.relations.universalIdentifier,
+  position: 5,
+  isVisible: true,
+});
@@ -1,6 +1,6 @@
 import { isNonEmptyString } from 'src/modules/shared/utils/is-non-empty-string.util';
-import { TWENTY_BLUE } from 'src/modules/partner/application-intake/connector/discord/config';
-import { type DiscordField } from 'src/modules/partner/application-intake/connector/discord/types';
+import { TWENTY_BLUE } from 'src/modules/shared/connector/discord/config';
+import { type DiscordField } from 'src/modules/shared/connector/discord/types';

 export type PartnerForEmbed = {
  id: string;
@@ -6,7 +6,7 @@ import {
 } from 'twenty-sdk/define';

 import { ON_PARTNER_APPLICATION_CREATED_FN_UNIVERSAL_IDENTIFIER } from 'src/constants/universal-identifiers';
-import { DISCORD_WEBHOOK_ENV_VAR } from 'src/modules/partner/application-intake/connector/discord/config';
+import { DISCORD_WEBHOOK_ENV_VAR } from 'src/modules/shared/connector/discord/config';
 import { notifyPartnerApplication } from 'src/modules/partner/application-intake/services/notify-partner-application.service';
 import { isNonEmptyString } from 'src/modules/shared/utils/is-non-empty-string.util';

@@ -1,6 +1,6 @@
 import { CoreApiClient } from 'twenty-client-sdk/core';

-import { postWebhook } from 'src/modules/partner/application-intake/connector/discord/discord.connector';
+import { postWebhook } from 'src/modules/shared/connector/discord/discord.connector';
 import { findPartnerForEmbed } from 'src/modules/partner/application-intake/graphql/queries/find-partner-for-embed';
 import {
  buildApplicationEmbed,
@@ -37,7 +37,11 @@ export async function notifyPartnerApplication(
    };

    const embed = buildApplicationEmbed(partnerForEmbed, frontendUrl);
-    const delivered = await postWebhook(webhookUrl, { embeds: [embed] });
+    const delivered = await postWebhook(
+      webhookUrl,
+      { embeds: [embed] },
+      'on-partner-application-created',
+    );
    return { notified: delivered };
  } catch {
    // Best-effort: a Discord failure must never fail the trigger.
@@ -1,14 +1,16 @@
-import { DISCORD_TIMEOUT_MS } from 'src/modules/partner/application-intake/connector/discord/config';
-import { type DiscordWebhookPayload } from 'src/modules/partner/application-intake/connector/discord/types';
+import { DISCORD_TIMEOUT_MS } from 'src/modules/shared/connector/discord/config';
+import { type DiscordWebhookPayload } from 'src/modules/shared/connector/discord/types';

 // Pure outbound transport: POST the payload, honour a hard timeout, and report
 // delivery. Holds no decision logic — the caller decides whether to notify.
 export async function postWebhook(
  url: string,
  payload: DiscordWebhookPayload,
+  label: string,
+  timeoutMs: number = DISCORD_TIMEOUT_MS,
 ): Promise<boolean> {
  const controller = new AbortController();
-  const timeout = setTimeout(() => controller.abort(), DISCORD_TIMEOUT_MS);
+  const timeout = setTimeout(() => controller.abort(), timeoutMs);
  try {
    const response = await fetch(url, {
      method: 'POST',
@@ -20,9 +22,7 @@ export async function postWebhook(
    // non-2xx (dead webhook, rejected payload, rate limit) must be detected
    // explicitly — otherwise a failed post is reported as delivered.
    if (!response.ok) {
-      console.warn(
-        `on-partner-application-created: Discord webhook responded ${response.status}`,
-      );
+      console.warn(`${label}: Discord webhook responded ${response.status}`);
      return false;
    }
    return true;
@@ -50,6 +50,7 @@ import { PARTNER_USER_ON_PARTNER_CONTENT_FIELD_ID } from 'src/modules/partner/fi
 import { PARTNER_USER_ON_PARTNER_LINK_FIELD_ID } from 'src/modules/partner/fields/partner-user-on-partner-link.field';
 import { PARTNER_USER_ON_PARTNER_FIELD_ID } from 'src/modules/partner/fields/partner-user-on-partner.field';
 import { PARTNER_USER_ON_PARTNER_SERVICE_FIELD_ID } from 'src/modules/partner/fields/partner-user-on-partner-service.field';
+import { REFERRED_BY_PARTNER_ON_OPPORTUNITY_FIELD_ID } from 'src/modules/opportunity/fields/referred-by-partner-on-opportunity.field';

 // Shared with configure-partner-rls.ts, which locates the role by this label.
 export const PARTNER_ROLE_LABEL = 'Partner';
@@ -195,6 +196,12 @@ export default defineRole({
      fieldUniversalIdentifier: PARTNER_ON_OPPORTUNITY_FIELD_ID,
      canUpdateFieldValue: false,
    },
+    {
+      objectUniversalIdentifier:
+        STANDARD_OBJECT_UNIVERSAL_IDENTIFIERS.opportunity.universalIdentifier,
+      fieldUniversalIdentifier: REFERRED_BY_PARTNER_ON_OPPORTUNITY_FIELD_ID,
+      canUpdateFieldValue: false,
+    },
    {
      objectUniversalIdentifier:
        STANDARD_OBJECT_UNIVERSAL_IDENTIFIERS.opportunity.universalIdentifier,