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Author SHA1 Message Date
Marie 1d755983ff Feat/advanced text editor capability presets (#23657)
# Email editor for Compose campaigns

## Short version

Campaign bodies are currently plain rich text. This PR turns the
composer into an email editor: a centered email canvas with section,
column, button, divider, image and raw-HTML blocks, each editable
through a settings side panel, rendered to email-safe HTML per recipient
at send time. Modelled on Resend's Broadcast editor.

**Product**

- Email canvas with page/body styling (background, width, padding,
corner radius, border, text colour, alignment)
- Blocks: section, 2/3 columns, button, divider, raw HTML, images —
insertable from a floating left rail or the slash menu
- A **section is a container whose typography cascades to its
contents**, so one part of an email can have its own look
- Block settings panel focuses whatever you select and shows its
effective values
- Per-recipient variables (`{{firstName}}`, `{{lastName}}`,
`{{fullName}}`, `{{email}}`, `{{personId}}`) usable in text,
button/link/image URLs, image labels and raw HTML
- Image upload by drag-drop, paste or file picker

**Technical**

- Presets now declare **capabilities** instead of surfaces forking the
editor; the UI derives itself from loaded extensions
- Editor behavior lives in `twenty-front`; the versioned email-document
schema and structural traversal live in `twenty-shared`; rendering lives
in `twenty-emails` — HTML is produced server-side per recipient
- Section typography cascade is **resolved at render time**, not left to
CSS: react-email hardcodes `fontSize`/`lineHeight` on every paragraph
and Outlook ignores `inherit`
- Logic vendored from Resend (MIT); all controls rebuilt on `twenty-ui`
+ Linaria

**Also fixes:** the unsubscribe footer was being appended *after*
`</html>`, outside the document, where Gmail strips it — legally
significant since unsubscribe is required.


---

## Detailed version

### Product requirements

**Problem.** The Compose campaign body was a single rich-text field.
Marketing email needs layout — banded sections, columns, call-to-action
buttons, images with links — and it needs that layout to survive
Outlook, which means table-based HTML rather than the divs a text editor
produces. It also needs per-recipient personalisation.

**Reference.** Resend's Broadcast editor, chosen because it solves the
same problem (TipTap authoring → react-email output) and is MIT
licensed.

#### What a user can now do

| Area | Capability |
|---|---|
| Canvas | Email renders as a centered page with its own background,
width, padding, corner radius and border |
| Blocks | Section, 2/3 columns, button, divider, raw HTML, image |
| Insertion | Floating left rail (pointer-first) or the `/` slash menu
(keyboard-first) |
| Sections | Own text colour, font size, line height, letter spacing and
alignment, cascading to everything inside |
| Images | Upload by drag-drop, paste or picker; link URL, alt text,
width, spacing, border |
| Raw HTML | Edited as source in the panel, previewed on the canvas with
scripts neutralised |
| Variables | `{{firstName}}`, `{{lastName}}`, `{{fullName}}`,
`{{email}}`, `{{personId}}` in text, button URLs, link hrefs and raw
HTML |
| Settings panel | Follows selection; shows effective values; opens
automatically when a block is clicked |

#### Deliberate product decisions

- **Variables display as literal placeholders**, not prose labels, so
the syntax is copyable into HTML blocks and button URLs by hand.
- **Sections inherit until they override.** The panel shows what
actually renders rather than blank fields, but writes nothing until you
edit — so changing the body text colour still flows into sections.
- **Headings keep their own scale** inside a styled section; only
colour, family and spacing cascade, otherwise every heading would
collapse to body size.
- **Clicking a block opens its settings**, but only on whole-node
selections, so typing inside a section does not reopen a panel you just
closed.

### Technical strategy

#### 1. Capability presets (the foundation)

Per-surface variation previously worked by **forking**: three separate
`useEditor` call sites with hardcoded extension arrays. Inside the
shared tree there was no variation at all — all five surfaces received a
byte-identical extension list, and presets controlled only sizing,
chrome and serialization format. Adding email blocks that way meant
either leaking section/column nodes into the record rich-text field and
workflow email body, or writing a fourth fork.

Now:

- a preset declares a **capability list** (`basicMarks`, `headings`,
`lists`, `links`, `images`, `campaignVariables`, `slashCommand`,
`blocks`, `mentions`)
- capabilities resolve to extensions through a factory registry
- the UI derives itself from the loaded extensions via
`hasEditorExtension` — no capability list is prop-drilled into a menu,
because the `Editor` already knows what it can do

The acceptance test was collapsing the AI chat fork into an `aiChat`
preset with no visible change to that composer. `campaignBody` is the
only preset opting into the shared `EMAIL_DOCUMENT_CAPABILITIES` today.
Workflow email keeps its current field UI, but can opt into the same
canvas, block settings and image uploader later without adding another
schema or renderer.

#### 2. Schema / renderer split

The hard constraint: **our HTML is produced server-side, per recipient,
at send time**, because variables substitute into nodes rather than into
a serialized string. That rules out Resend's
`renderToReactEmail`-on-the-extension pattern.

```
twenty-front     TipTap extensions + node views + shared email settings UI
twenty-shared    versioned email-document schema + structural traversal
twenty-emails    react-email renderers (imported by twenty-server)
twenty-server    surface-specific variable resolution, validation, send
```

Logic was **vendored, not depended on** — Resend's TipTap is 3.17
against our 3.4, and their UI is Radix. We copied the schema/serializer
approach and rebuilt every control on `twenty-ui` + Linaria.

#### 3. Section typography cascade

The subtle part, and the one that would have silently shipped broken.

Section typography *looks* like it should cascade via CSS. It does not:

```js
// react-email's Text
style: { fontSize: "14px", lineHeight: "24px", ...style, ...margins }
```

Every paragraph re-declares `fontSize` and `lineHeight`, overriding any
enclosing section. `inherit` is not a fix either — Outlook's Word engine
ignores it.

So the cascade is **resolved in the renderer**: the tree walk threads
the enclosing section's typography down and writes computed values
explicitly onto each text node. Nested sections refine what they
inherit.

Verified against real rendered output:

| | rendered |
|---|---|
| paragraph inside section | `font-size:22px; color:rgb(255,0,0);
letter-spacing:2px` |
| h1 inside section | `font-size:32px` (own scale) + section colour and
spacing |
| paragraph outside | `font-size:14px`, no colour — untouched |

#### 4. Storage

`bodyTemplate` stays serialized TipTap JSON in a `TEXT` column. Block
attributes are ProseMirror node attrs, so richer blocks add keys to JSON
already being serialized — no migration, and it flows into the existing
500 ms debounced draft save unchanged.

Since the feature has not shipped, the legacy HTML-string body path was
removed rather than maintained. That is a tightening, not just a
deletion: `bodyTemplate` is writable through the record API, and the old
fallback would interpolate an arbitrary string and email it as markup. A
body that is neither empty nor a valid TipTap document is now rejected
at the send gate.

#### 5. Image hosting

Inline assets use an `EmailImage` file folder with
`ignoreExpirationToken: true` and immutable cache headers, because
recipients' mail clients never authenticate and may open an email years
later. The shared uploader returns `{ fileId, url }`; the image node
keeps both the durable file identity and its delivery URL so
ownership/lifecycle or URL resolution can evolve later without a
document migration. The server verifies the uploaded bytes and only
accepts GIF, JPEG, PNG and WebP.

This is intentionally separate from workflow/email **attachments**.
Attachments remain private files that the server reads and embeds as
MIME parts at send time; inline images need a durable recipient-facing
URL. A future workflow canvas should reuse `useUploadEmailImage` for
inline content while keeping its existing attachment control unchanged.

Adding the folder requires three registrations — the folder config, the
route guard's `SUPPORTED_FILE_FOLDERS`, and `DIRECT_UPLOAD_FILE_FOLDERS`
in the upload service.

### Bugs fixed along the way

- **Unsubscribe footer was appended after `</html>`**, outside the
document, where Gmail strips it. Legally significant, since an
unsubscribe link is required. Now inserted before `</body>`.
- **Body text colour never reached the email.**
- **`onImageUpload` was declared but never passed** by any production
call site, so drag-drop and paste image upload were inert everywhere
outside Storybook.
- **Message lists were not user-facing**, so members could not be added
from the list page.
- **Image resize wrote an undeclared `width` attribute** that TipTap
silently dropped.
- **The text bubble menu appeared over selected atom blocks** with
nothing to format.

### Review notes / known limitations

**Security posture to check.** Anything in `EmailImage` is readable by
anyone holding the URL, forever. The server now enforces an image-only
MIME allowlist from sniffed bytes, but it cannot determine whether the
image itself is confidential. This remains a deliberate trade-off for
recipient-visible inline assets.

**Test gap.** The section typography cascade has no regression test:
react-email's `render()` hangs under Jest (tried 60s), and
`twenty-emails` has no test target at all. Verified by rendering through
the built package instead. Adding a test target there is worthwhile
follow-up.

**Sending needs configuration.** `EMAILING_DOMAIN_DRIVER` defaults to
`LOG`, which fakes a messageId, reports any domain as verified, and only
logs — a campaign reaches "sent" with nothing delivered. Real sending
needs `AWS_SES`.

**Unrelated platform bug found.** The pinned "Create new record" command
throws on viewless objects like `messageListMember`, because
`recordIndexId` derives from the current view.

**Not done.** Panel chrome from the reference: breadcrumb (`Page style /
Section`), collapsible groups, per-side spacing grid, and a
variable-insert button inside link fields. All presentation over the
same data.

**Deferred.** Drag-to-reorder blocks.
`@tiptap/extension-drag-handle-react@3.4.2` matches our pinned versions
exactly, so no upgrade is needed, but its behaviour around atom node
views (HTML block, image) is unverified and belongs in its own change.

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---------

Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
Co-authored-by: Félix Malfait <felix@twenty.com>
2026-08-05 10:38:06 +00:00
Thomas Trompette 29aa6e85d6 fix(front): only show Discard Draft when workflow has a published version (#23756)
## Problem

Draft workflows expose a **Discard Draft** action, but it fails when the
draft is the *only* version of the workflow. The backend refuses the
delete with `The initial version of a workflow can not be deleted`
(guard in `validateWorkflowVersionForDeleteOne`), yet the action was
still shown.

The display condition and the delete-guard disagreed:

- Display condition: `every(selectedRecords, "versions.length")` ->
truthy when there is **at least one** version.
- Delete guard: forbids deletion unless **another** non-deleted version
exists.

So a workflow whose only version is a draft showed the button, and
clicking it hit a `FORBIDDEN` error.

## Fix

Show the action only when the workflow has a published version to fall
back to, which mirrors the backend guard:

```
every(selectedRecords, "lastPublishedVersionId")
  and everyEquals(selectedRecords, "currentVersion.status", "DRAFT")
  and noneDefined(selectedRecords, "deletedAt")
```

`lastPublishedVersionId` is a plain scalar already on the workflow.
`every` (truthiness) is used rather than `everyDefined` because the
field is an empty string for never-published workflows, and
`everyDefined` would treat `""` as present. The command-menu evaluator
reads records straight from the store, and the index/table view only
fetches visible columns, so the enrichment provider now also backfills
`lastPublishedVersionId` (already fetched by
`useWorkflowsWithCurrentVersions`) to keep the condition reliable
outside the record show page.

## Existing workspaces

The standard-application full sync only runs at workspace creation, so
editing the constant alone would fix new workspaces but leave existing
ones showing the broken button. A `2.27.0` workspace upgrade command
re-syncs the `discardDraftWorkflow` availability expression for existing
workspaces, updating it only when it still equals the legacy
`versions.length` value (so custom expressions are left untouched).
Mirrors the existing 2-23 command-menu-item sync pattern.

## Notes

- The `>`-style "more than one version" comparison is not expressible in
the current `conditionalAvailabilityExpression` grammar (comparison
operators only reach top-level scalars like `numberOfSelectedRecords`,
not per-record paths). Gating on `lastPublishedVersionId` achieves the
same intent without adding a parser helper.

## Test

- Fresh workflow (single draft) -> Discard Draft hidden.
- Publish, then edit to create a new draft -> Discard Draft shown and
works.
- Unit test on the sync-operations builder: updates the legacy
expression, no-ops when already synced / custom / missing.
2026-08-04 15:48:06 +00:00
Thomas Trompette 0379b537dd feat(workflow): repair orphan core workflow versions via upgrade command (#23739)
## Context

Part of the workflow + workflowVersion in core migration. Before
enabling `IS_WORKFLOW_VERSION_IN_CORE_ENABLED` on real workspaces,
legacy drift between the workspace source-of-truth and the core mirror
must be repaired. The dangerous category is orphan **ACTIVE** core
`workflowVersion` rows: once dispatch reads core (later step), they
become phantom triggers.

## The problem

Some workspaces carry orphan `core."workflowVersion"` rows: core
versions that no workspace version references via
`coreWorkflowVersionId`. On one production workspace this was 57 rows, 5
of them ACTIVE `DATABASE_EVENT`.

Root cause is pre-2.25 residue:
- The v2.22 `backfill-workflow-version-core-links` command minted a core
row per active workspace version, copying `status` verbatim.
- The workflow delete/destroy cascade did not clean core until #23356
(first in v2.25.0): there was no `deleteCoreVersionsByWorkflowIds` and
the deactivate-on-delete status flip was not mirrored.
- Workflows deleted then destroyed in that window left their core rows
behind, still ACTIVE, with every workspace referrer gone.

Current code (>= v2.25) cleans core transactionally on delete/destroy,
so this cannot recur. This command clears the historical residue.

## What this does

A `@RegisteredWorkspaceCommand('2.28.0')` that, per provisioned
workspace:
- Deletes `core."workflowVersion"` rows with no workspace referrer, then
`invalidateAndRecompute`s the automated trigger map.
- `NOT EXISTS` does not filter `deletedAt`, so a soft-deleted
(restorable) workspace version still protects its core row.
- Scoped to `applicationId = workspaceCustomApplicationId OR NULL`, so
future app-owned core versions are never touched.
- Supports `--dry-run` and is idempotent (re-run is a no-op).

## Testing

Run through the real upgrade harness on a dev instance:
- Injected 2 synthetic orphans (1 ACTIVE `DATABASE_EVENT`, 1 ARCHIVED).
`--dry-run` reported `Would delete 2 (1 ACTIVE)`; real run reported
`Deleted 2 (1 ACTIVE)`.
- The 5 legit linked core versions were untouched (referrer guard
verified). Orphans remaining: 0.
- Re-run logged `No orphan core workflowVersion rows` (idempotent).
- typecheck, oxlint, oxfmt all clean.


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2026-08-04 14:55:09 +00:00