## Context
Twenty can import calendar events and send emails, but cannot create
calendar events. This adds calendar event creation on connected
**Google** and **Microsoft** accounts, mirroring the existing email-send
architecture (`message-outbound-manager`).
## What it adds
The capability is exposed three ways, all backed by the same composer →
driver → persist pipeline:
- **GraphQL mutation** `createCalendarEvent` (metadata API)
- **AI agent tool** `create_calendar_event` (flows to MCP
automatically), gated by a new `CREATE_CALENDAR_EVENT_TOOL` permission
flag
- **Workflow builder node** "Create Calendar Event" in the **Core**
section, with a full settings form (variable interpolation supported)
CalDAV/IMAP is intentionally out of scope for now (different long pole).
## Design notes
- **Reuse over reinvention** — the created event is run through the
existing inbound formatters (`formatGoogleCalendarEvents` /
`formatMicrosoftCalendarEvents`) and persisted immediately via the
existing `CalendarSaveEventsService`, so it appears in Twenty right away
and is reconciled by the next provider sync (dedup on external id).
Persistence is best-effort.
- **OAuth scopes** — Google already requests `calendar.events`
(read+write), so no change there. Microsoft moves `Calendars.Read` →
`Calendars.ReadWrite`; existing Microsoft accounts must re-consent
(surfaced as a clear "reconnect" error via a missing-scope check).
- **Deliberate invitation semantics** — `sendInvitations` is off by
default. When off, the event is created with **no attendees** on either
provider, so creating an event never silently emails external people.
When on, attendees are attached and notified (Google `sendUpdates: all`,
Microsoft's default). This sidesteps Microsoft Graph having no
per-request suppression.
- **Timezone correctness** — Microsoft Graph interprets `dateTime` as
wall-clock in the supplied `timeZone` and ignores the offset, so the
absolute instant is converted to its wall-clock form before sending
(Google honors the offset directly). Both providers end up scheduling
the same instant.
- **Conferencing** — optional Google Meet
(`conferenceData.createRequest`, with a follow-up `events.get` to
resolve the async link) / Microsoft Teams (`isOnlineMeeting`).
- Attendees are a comma-separated string everywhere (tool input, GraphQL
DTO, workflow input), consistent with `send_email` recipients; the
composer parses to its internal list.
## Test plan
- **Unit**: 45 tests covering the composer (validation, all-day
boundaries, offset enforcement, timezone, scope checks, default-account
resolution), both provider drivers, the dispatcher, and the workflow
step-log builder.
- **Integration**: `createCalendarEvent` on the `/metadata` API fails
closed with a structured error for a non-existent account (the
auth/ownership/validation path that doesn't require provider mocking).
- **Manual**: verified the workflow node appears in the Core section,
the settings form renders and round-trips (edit → autosave → reload),
and the live mutation returns a structured failure for a bogus account.
## Open question for reviewers
The metadata mutation `createCalendarEvent` shares a name with the core
schema's auto-generated `createCalendarEvent(data:)` CRUD mutation for
the CalendarEvent object — they live on different endpoints (`/metadata`
vs `/graphql`) so there's no runtime conflict, but it's a potential
point of confusion for API consumers. Happy to rename (e.g.
`createCalendarEventOnConnectedAccount`) if preferred.
## Out of scope / follow-ups
- CalDAV/IMAP support
- Event update/delete and recurrence
- Existing Microsoft accounts need re-consent for the widened scope
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---------
Co-authored-by: neo773 <neo773@protonmail.com>
**Select the whole item in iterator loops, and iterate over a step's
array output**
## Summary
Two related improvements to working with lists in workflows:
- Pick the current item as a whole inside an iterator loop. Previously,
in a node inside the loop, you could only reference individual fields of
the Iterator's current item. Now you can select the whole item (e.g. a
full record) — useful for passing it straight into a downstream step.
<img width="1270" height="744" alt="Screenshot 2026-06-23 at 17 02 47"
src="https://github.com/user-attachments/assets/6b92e72e-ec25-4c1a-9841-3a438210e753"
/>
- Iterate over a step's array output. A Code / Logic Function step that
returns a top-level array couldn't be fed to the Iterator: its output
was flattened into indexed entries (0, 1, …) with no way to select the
array as a whole. A new "Whole list" option selects the step's entire
output, and the Iterator infers the per-iteration item shape from it.
<img width="1026" height="728" alt="Screenshot 2026-06-23 at 17 17 53"
src="https://github.com/user-attachments/assets/db07dcd8-4fb8-4db9-8b45-aa56051d9f3b"
/>
Together these complete the loop ergonomics: select a list → iterate →
reference the current item (whole or by field) downstream — matching the
model used by tools like Windmill.
## What changed
- The variable picker offers a "Use the whole item" option when viewing
an iterator's current item, and a "Whole list" option when a step
returns a top-level array.
- The Iterator's current-item schema can now be inferred from a variable
pointing at a step's whole output.
## Risks for existing workflows
None expected. The change is purely additive:
- No DB migration and no change to how output schemas are stored or read
— existing schemas, variables, and iterators behave identically.
- No change to runtime variable resolution; existing {{step.field}} and
current-item references are untouched.
- The new options only apply to new selections (whole item / whole
list); all existing paths take the unchanged code path.
- The only edge case: array detection is heuristic (an output whose keys
are exactly 0…n-1), so an object that happens to have those keys would
also show "Whole list". This is rare for real outputs, affects nothing
unless a user selects it, and fails safe — the Iterator validates its
input and throws a clear "items must be an array" error if a non-array
is passed.
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---------
Co-authored-by: Charles Bochet <charles@twenty.com>
## Overview
Final PR in the Pick Record stack. Adds the **Load Balanced** strategy:
pick the candidate that currently has the *fewest related records*. This
is the "fair assignment" mode — e.g. assign a new company to the account
owner who currently owns the fewest companies, or route a lead to the
rep with the fewest open opportunities.
**Stacked on #21900** (which is stacked on #21899) — merge in order.
This PR's diff against `main` includes PRs 1 & 2 until they merge.
## What changed
- Widened the `strategy` enum to add `LOAD_BALANCED`, and added an
optional `loadBalance: { objectNameSingular, fieldName }` to the action
input.
- Editor: selecting **Load balanced** reveals a **Balance by** object
picker and a **Count by** field picker (the related object's many-to-one
relation fields).
- Executor: for each candidate, counts records of the chosen related
object whose chosen relation points at that candidate, then selects the
least-loaded one.
## How it works
Given pool = workspace members and config `{ objectNameSingular:
"opportunity", fieldName: "pointOfContact" }`, the executor counts, per
member, the opportunities whose `pointOfContact` is that member, and
picks the member with the lowest count.
## Design decisions & tradeoffs
1. **No persistent state — computed live each run.** Unlike round robin,
load balancing reads current data, so there's no cursor to store.
Correct by construction even under concurrency (each run recomputes
counts); the only caveat is two simultaneous runs can both see the same
"least loaded" candidate before either assignment lands (a small,
self-correcting skew), which is inherent to load-balancing and
acceptable.
2. **Count via per-candidate queries.** One filtered count per candidate
(`{ [relationField]: { id: { eq: candidateId } } }`), run in parallel.
For the realistic pool sizes this targets (a team), this is simple and
clear. A single `group_by` aggregate would scale better for very large
pools — noted as a future optimization, deliberately not done to keep
the logic obvious.
3. **Deterministic tie-break.** Candidates are pre-sorted by id (shared
with round robin), and the first minimum wins — so equal-load ties
resolve deterministically rather than arbitrarily.
4. **`Count by` lists all many-to-one relations of the chosen object**
(not filtered to those targeting the pool object). Keeps the editor
simple; picking an unrelated field just yields zero counts, which is
visibly wrong. Filtering options to relations that target the pool
object is a nice follow-up.
5. **Filter on the counted set** (e.g. only *open* opportunities) is
intentionally out of scope for this first cut — documented as a
follow-up.
## Testing
Added `pick-record-load-balanced-workflow.integration-spec.ts`: creates
two fresh companies (0 related opportunities each), attaches one
opportunity to the second, configures `LOAD_BALANCED` counting
opportunities by `company`, and asserts the step picks the **first**
company (0 < 1). Passes locally alongside the random and round-robin
tests (3 suites / 4 tests). `typecheck` + `lint:diff-with-main` green
for shared/server/front.
## The full stack
1. #21899 — Random (the action + the whole scaffold)
2. #21900 — Round robin (atomic Redis cursor)
3. this — Load balanced
Together these enable round-robin / load-balanced / random **assignment
workflows** in Twenty, composed via the standard variable picker (assign
the chosen record downstream with `{{step.<id>.id}}`).
https://claude.ai/code/session_01MuPWZsqf2bmQSevk6fRbX8
---
_Generated by [Claude
Code](https://claude.ai/code/session_01MuPWZsqf2bmQSevk6fRbX8)_
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## Overview
Second PR in the Pick Record stack. Adds a **Round Robin** selection
strategy alongside Random, so an assignment workflow can distribute
records *evenly* across a candidate pool (e.g. rotate company ownership
across a set of workspace members) rather than just randomly.
**Stacked on #21899** — review/merge that one first. This PR's diff
against `main` includes PR 1's commits until #21899 merges.
## What changed
- Widened the `strategy` enum (`RANDOM` → `RANDOM | ROUND_ROBIN`) in the
shared schema and the server input type.
- Editor now shows a **Strategy** selector (Random / Round robin). The
candidate-pool label changed from "Pick at random from" to the neutral
"Pick from" since random is no longer the only mode.
- Executor implements round robin.
## Design decisions & tradeoffs
1. **State store: Redis `incrBy` (atomic), keyed
`pick-record:round-robin:{workspaceId}:{stepId}`.** Round robin needs a
persistent cursor, and workflow runs are **not** serialized — two runs
can execute the same step concurrently — so the increment must be
atomic. `CacheStorageService.incrBy` (workflow cache namespace) is a
single atomic Redis op, needs no schema change, and is already
injectable. Index = `(cursor - 1) % poolSize`.
**Tradeoff — durability:** a Redis flush/eviction resets the cursor,
which restarts the cycle from an offset. That causes a one-time
*fairness drift*, never a *correctness* bug (no double-assignment, since
each increment is atomic). If strict durability is ever required, the
cursor can move to a Postgres counter table with `INSERT … ON CONFLICT …
DO UPDATE SET cursor = cursor + 1 RETURNING cursor` (atomic + durable) —
deliberately **not** done here to avoid a migration for what is, in
practice, an acceptable reset.
2. **Deterministic pool ordering.** The resolved pool is sorted by `id`
before the cursor is applied, so position→record mapping is stable
run-to-run regardless of fetch order. Without this, round robin wouldn't
reliably cycle.
3. **Cursor key uses `stepId`.** Stable across runs of a published
version. Republishing a version may mint new step ids, which resets the
cursor — acceptable and documented here.
4. **Slot-on-increment.** The cursor increments when the step runs
(reserving a position); if a later step in the run fails, that position
is effectively skipped. Minor, acceptable unfairness — flagged rather
than adding cross-step compensation.
## Testing
Added `pick-record-round-robin-workflow.integration-spec.ts`: builds a
workflow with a 3-record pool and `ROUND_ROBIN`, runs it 4 times
sequentially, and asserts the picks are exactly `[p0, p1, p2, p0]` (full
cycle + wraparound) against the deterministically-ordered pool. Passes
locally alongside PR 1's random test (2 suites / 3 tests). `typecheck` +
`lint:diff-with-main` green for shared/server/front.
## Follow-up
- PR 3: `LOAD_BALANCED` (fewest related records wins).
https://claude.ai/code/session_01MuPWZsqf2bmQSevk6fRbX8
---
_Generated by [Claude
Code](https://claude.ai/code/session_01MuPWZsqf2bmQSevk6fRbX8)_
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## Overview
Adds a new workflow action, **Pick Record**, that selects **one** record
from a configured candidate pool and exposes the chosen record as the
step's output. Downstream steps can then reference it through the normal
variable picker — e.g. assign an owner in an _Update Record_ step by
setting **Account Owner = `{{step.<pickRecordId>.id}}`**.
This is the foundation for building **assignment workflows**
(round-robin / load-balanced owner assignment, reviewer rotation, etc.)
in Twenty.
## This is PR 1 of a 3-PR stack
| PR | Strategy | Adds |
|----|----------|------|
| **1 (this one)** | `RANDOM` | The whole `PICK_RECORD` action,
end-to-end, stateless |
| 2 | `ROUND_ROBIN` | A persistent, atomically-incremented per-step
cursor + the strategy selector UI |
| 3 | `LOAD_BALANCED` | "fewest related records wins" via an aggregate
count |
Each PR widens the `strategy` enum (a backward-compatible change), so no
data migration is needed between them.
## How it works
- **Editor**: pick an Object, then pick the candidate records (a
multi-record selector). A random record is selected from that pool at
run time.
- **Output**: a single record of the chosen object — the same output
shape as `CREATE_RECORD`/`UPDATE_RECORD` — so it drills into
`{{step.x.id}}`, `{{step.x.name}}`, … in the variable picker.
- **Execution**: reuses `FindRecordsService` to fetch the pool (`id IN
(recordIds)`, which also transparently drops any deleted candidates),
then returns one at random.
## Design decisions & tradeoffs
1. **Standalone step that outputs a variable, not an inline "random"
mode on the relation field.** This mirrors Attio's round-robin block.
The decisive reason is composition: the chosen record is almost always
reused (assign owner **and** create a follow-up task for them **and**
email them). A variable is chosen once and reused everywhere; an inline
per-field value would re-roll independently in each place. It also keeps
the (stateful) round-robin/load-balanced logic out of the field inputs.
Tradeoff: one extra step to wire up vs. an inline control — accepted for
the composability win. An inline "Assign automatically" entry point can
still be layered on later as sugar that inserts this step.
2. **Co-located in the `record-crud` action module and reuses
`FindRecordsService`.** Avoids duplicating module wiring (auth context,
permissions, object-metadata resolution) and the data-access path.
Tradeoff: "Pick" is a selection rather than a CRUD op, so the folder
name is slightly broad; chose reuse + low risk over a separate module.
Can be extracted if the family grows.
3. **`strategy` exists in the schema (defaulted `RANDOM`) but the
selector is hidden in this PR.** A dropdown with a single option would
be UX slop, and adding the field only in PR 2 would force a data
backfill for any `PICK_RECORD` steps created in between. Keeping the
field now (hidden) avoids both. PR 2 introduces the selector once
there's a real choice.
4. **Pool is an explicit static list (`recordIds`) for v1.** Matches the
most common assignment case ("rotate among these N people") and reuses
the existing `FormMultiRecordPicker`. A filter-based pool (reusing the
Find Records filter UI) and a list-from-a-previous-step pool are natural
follow-ups, intentionally out of scope here to keep the stack focused on
the three strategies.
5. **Output schema is computed on the frontend** (like `CREATE_RECORD`),
derived from `input.objectName` — so it is **not** added to
`PERSISTED_OUTPUT_SCHEMA_TYPES` and needs no server-side schema
computation.
6. **Validation**: `PICK_RECORD` is added to object-name metadata
validation (so a deleted/invalid target object is flagged) via a
dedicated `OBJECT_TARGETING_ACTION_TYPES` set — deliberately **not** to
`VARIABLE_CONSUMING_ACTION_TYPES`, because a static pool legitimately
references no upstream variable and would otherwise raise a spurious "no
variable reference" warning.
7. **Empty pool → step error** at run time (respecting the step's
error-handling options) rather than a silent no-op, since an empty pool
is a misconfiguration or fully-deleted set.
8. **`Math.random`** is used for selection — no cryptographic guarantee
is needed for assignment fairness.
## Testing
Per our testing convention (integration test over service/`.spec`
tests): added `pick-record-workflow.integration-spec.ts`, which builds a
workflow with a manual trigger + a `PICK_RECORD` step, configures a
known two-record pool, runs it, and asserts the run completes and the
picked record is **always** within the configured pool (verifying the
pool filter) across repeated runs.
Local verification (typecheck + lint for shared/server/front) is green;
running the integration suite and attaching editor screenshots in a
follow-up comment.
## Follow-ups
- PR 2: `ROUND_ROBIN` + persistent atomic cursor (Redis `incrBy` vs. a
Postgres counter table — tradeoff to be documented on that PR) +
strategy selector.
- PR 3: `LOAD_BALANCED`.
- Later (not in this stack): filter-based / variable-list pools, an
inline "Assign automatically" entry point on relation fields, OOO-skip /
weighting.
https://claude.ai/code/session_01MuPWZsqf2bmQSevk6fRbX8
---
_Generated by [Claude
Code](https://claude.ai/code/session_01MuPWZsqf2bmQSevk6fRbX8)_
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## Problem
Connecting a mailbox bulk-creates contacts via the email/calendar sync,
and each `person.upserted` fires the seeded **"Create company when
adding a new person"** workflow. The trigger enqueues one run per record
(no batching) and each run bills several `WORKFLOW_NODE_RUN` events — so
a single mailbox connect can rack up tens of thousands of runs and
exhaust credits on a brand-new workspace. The workflow is also redundant
on that path: the sync already creates the company from the email domain
and links the person to it.
## What this does
Adds an optional, user-defined **filter** to database-event (listener)
triggers, evaluated in the listener **before a run is enqueued**.
Non-matching events never create a run, so they consume zero execution
credits. This is the Filter node's capability, lifted to the trigger
level, and available for all event types (created / updated / upserted /
deleted).
The seeded "Create company when adding a new person" workflow now
carries a visible trigger filter — `Created by → Source is not Email`
**and** `is not Calendar` — so it no longer runs for sync-created
contacts, while still running for manually / API / CSV-added people.
## How (reuse)
- **Backend:** extracted `evaluateStepFilters()`, shared by the Filter
action and the trigger listener's new `eventMatchesRecordFilter` gate.
The record is exposed under the `trigger` key so filters reference it
exactly like steps do (`{{trigger.properties.after.…}}`).
- **Shared:** one optional `filter` added to the database-event trigger
zod schema; the front-end type derives from it (settings stay JSON — no
codegen).
- **Frontend:** extracted `WorkflowStepFilterBuilder` from the Filter
action's body; both the Filter action and the trigger editor render it.
The field picker needed no changes — at the trigger it already resolves
to the record's own fields via `TRIGGER_STEP_ID`.
## Scope / decisions
- **No migration for existing workspaces** (by request) — only newly
created workspaces get the filtered default; already-created workspaces
keep the always-on workflow.
- Deliberately did **not** add relation-enrichment to the upsert path
(it would add a DB lookup to the very bulk-sync path we're relieving).
Trigger filters work on the record's own scalar/composite fields (e.g.
`createdBy.source`); relation-based filters work on created/updated
where enrichment already runs.
## Verification
- Typecheck: `twenty-shared`, `twenty-server`, `twenty-front` all green.
- Lint (diff, autofix): 0 warnings / 0 errors across all three.
- Unit tests: a new `evaluate-step-filters` spec exercising the exact
`createdBy.source IS_NOT` seed mechanism, plus new listener specs
proving non-matching events are not enqueued. All backend
filter/listener suites pass.
- Not run here: integration tests (need a DB) and Storybook.
https://claude.ai/code/session_013k36vfekDppwRCgM6Ha7De
---
_Generated by [Claude
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---------
Co-authored-by: Claude <noreply@anthropic.com>
## What
The manual trigger output schema exposed the triggering record(s) under
a node labeled **Payload**. Relabels it to match what the node actually
contains:
- **Single-record** availability → **Record**
- **Bulk-records** availability → **Records**
## Why
"Payload" was a misnomer — the node holds the record(s) that triggered
the workflow. This is a display-label-only change.
## Notes for reviewers
- **No migration.** The persisted output schema key stays `payload`, so
existing variable references (`{{trigger.payload.x}}`) are unaffected.
- The front recomputes the output schema on the fly
(`computeStepOutputSchema`), so the variable picker shows the new labels
immediately, including for existing triggers.
- The backend (`workflow-schema.workspace-service`) is updated to match
for newly persisted/re-saved schemas. Previously persisted schemas keep
"Payload" until re-saved.
- Added `WORKFLOW_TRIGGER_RECORD_LABEL` /
`WORKFLOW_TRIGGER_RECORDS_LABEL` and removed the now-unused
`WORKFLOW_TRIGGER_PAYLOAD_LABEL`.
- Unit tests updated for both single and bulk cases (55/55 passing).
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## Context
Logic functions can declare workflow inputs typed as records or arrays
of records (e.g. the People Data Labs enrichment functions), but the
workflow builder rendered those as a plain text input with a variable
picker, which is not usable.
## What this does
- Adds an `objectUniversalIdentifier` link on input schema properties,
so a record-typed input is tied to a workspace object.
- The SDK build infers it from a
`TwentyRecord<'objectUniversalIdentifier'>` marker type in the handler
signature, reading the object's universal identifier straight from the
source; explicit input schemas can still set the field directly.
- The workflow builder renders these inputs as a single record picker or
a record multi-select with the variable picker on the right. Selected
records are stored as record ids; `TwentyRecord<UID>` is a branded
`string`, so the handler signature reflects that it receives ids (a
bound variable resolves to whatever the referenced step produced).
- The multi-select collapses overflowing chips into a `+N` badge
(reusing `ExpandableList`) and its variable picker offers both record
objects and fields.
- Updates the People Data Labs enrichment inputs as the reference
implementation.
<img width="802" height="824" alt="CleanShot 2026-06-12 at 16 54 10@2x"
src="https://github.com/user-attachments/assets/a0896d74-0aab-49bd-a173-14c578a2e533"
/>
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## Context
The workflow builder has a "Tidy up" action that auto-positions steps
using a
Dagre layout. However, this lived entirely in the frontend and depended
on node
dimensions measured by React Flow after rendering in the browser.
As a result, workflows (and steps) created through AI Chat / MCP tools
were never
laid out: `create_complete_workflow` accepted optional `stepPositions`
that the
LLM had to invent, and `create_workflow_version_step` stored an optional
position
verbatim. In practice this produced overlapping / poorly positioned
steps.
## What this does
Extracts the tidy-up layout into a pure, frontend-free util in
`twenty-shared` and
reuses it from both the frontend tidy-up and the server, so
AI/MCP-created
workflows are auto-laid out at creation time.
### twenty-shared
- New `computeWorkflowLayout({ nodes, edges, options? })` — a pure Dagre
layout over
a minimal `{ id, width, height }` / `{ source, target }` graph,
returning
top-left-anchored positions (matching React Flow). Ignores edges
pointing to
unknown nodes.
- New constants: `WORKFLOW_LAYOUT_DEFAULT_OPTIONS`
(ranksep/nodesep/rankdir) and
`WORKFLOW_DIAGRAM_DEFAULT_NODE_DIMENSIONS` (estimated node size for
server-side
layout, where measured sizes are unavailable).
- Added `@dagrejs/dagre` dependency.
### twenty-front
- `getOrganizedDiagram` now delegates to `computeWorkflowLayout`,
passing real
measured node sizes. No behavior change for users.
### twenty-server
- New `WorkflowVersionWorkspaceService.autoLayoutWorkflowVersion(...)`
builds the
graph topology via the existing `buildWorkflowGraph` (covers if-else
branches and
iterator loops), feeds estimated node sizes into
`computeWorkflowLayout`, and
persists through the existing `updateWorkflowVersionPositions`.
- `create_complete_workflow`: removed `stepPositions` from the tool
schema; the
server always auto-lays out after creation/edges.
- `create_workflow_version_step`: re-tidies the whole version after each
added step
(wired at the tool level so the builder UI is unaffected) and dropped
the now
redundant `position` field.
## Notes
- Server-side layout uses estimated node sizes, so it is "good enough";
opening the
workflow and running the existing FE tidy-up refines it with real
measured sizes.
- Auto-layout is wired in the MCP tools, not in the shared creation
service, so
manual step creation in the builder UI is unchanged.
## Test plan
- [x] `twenty-shared` unit tests for `computeWorkflowLayout` (linear
chain, if-else
spread, dangling-edge safety)
- [x] `twenty-shared` builds; `twenty-server` and `twenty-front`
typecheck
- [x] Lint/format clean on changed files
- [ ] Create a workflow via AI Chat / MCP and confirm steps are laid out
without
overlap
- [x] Add a step via MCP and confirm the version is re-tidied
- [ ] Frontend "Tidy up" still behaves as before
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## Summary
Extends the workflow validation layer (introduced in #21422) and adds a
new
"expected output schema" capability for steps whose output structure is
only
known at runtime.
Some workflow steps (HTTP Request, Code, Logic Function, AI Agent
(coming soon), Webhook
trigger) don't have a statically known output shape, so downstream steps
can't
resolve `{{step.x.y}}` variable paths or validate them. This PR lets
users
declare a **sample/expected output** for those steps, derives an output
schema
from it, and uses that schema both to power variable resolution and to
surface
validation issues at build time.
## What's included
### Expected output schema (shared schemas + types)
- New `expectedOutputSchemaShape` reused across the HTTP request, code,
logic
function and AI agent action settings schemas, plus the webhook trigger
schema (`expectedOutputSchema` optional loose object).
- Mirrored on the server-side action/trigger settings types.
### Output schema computation (server)
- `workflow-schema.workspace-service` now computes a step's output
schema from
the user-declared `expectedOutputSchema` sample (via
`getOutputSchemaFromValue`) when no statically computed schema is
available.
### Validation layer (server)
- `STEP_HAS_NO_VARIABLE_REFERENCE` (warning): flags steps of
`VARIABLE_CONSUMING_ACTION_TYPES` (HTTP_REQUEST, CODE, LOGIC_FUNCTION,
SEND_EMAIL, record CRUD) that reference no upstream variable.
- `LOGIC_FUNCTION_OUTPUT_SCHEMA_MISMATCH` /
`AI_AGENT_OUTPUT_SCHEMA_MISMATCH`
(warnings): compare the declared output schema against the expected
sample
using the new shared `getOutputSchemaMismatchIssues` util (missing keys,
leaf/object mismatches, type mismatches).
- Trigger is now validated alongside steps (trigger type requirements +
trigger variable references).
- Validation issues no longer return both `suggestions` and
`availablePaths`
when they are identical (avoids redundant, costly payloads).
### Shared utilities
- New `getOutputSchemaMismatchIssues` (+ tests) in
`twenty-shared/logic-function`.
- Moved `agentResponseSchemaToOutputSchema` from `twenty-front` into
`twenty-shared/ai` so it can be reused on both sides.
### Frontend
- New `WorkflowExpectedOutputBodyInput` component (JSON sample editor
with
validation) used by HTTP request, code, logic function and AI agent step
editors.
- New `resolvePersistedStepOutputSchema` util + `useStepsOutputSchema`
update:
resolves a step's output schema from `outputSchema`, falling back to
`expectedOutputSchema`, with an AI_AGENT default.
- HTTP request / code / logic function editors persist
`expectedOutputSchema`
and derive `outputSchema` from it.
- Webhook trigger default settings include `expectedOutputSchema`.
BONUS : iterator loop validation
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## Summary
Step 2 of the manual-trigger output schema restructuring (expand →
display → migrate → contract).
Builds on the now-merged #21676 (which expanded the runtime payload to
serve `payload` and `metadata` siblings at the trigger root). This PR
**surfaces** those in the variable picker as nested, expandable nodes:
- `trigger.payload.{record fields}` — the record(s) that triggered the
run
- `trigger.metadata.workspaceMemberId` — who triggered it
The flat root fields (`trigger.id`, etc.) remain available, so existing
saved variable references keep working until a later migration phase
moves them.
### Changes
- **twenty-shared**: metadata/payload label constants +
`build-manual-trigger-metadata-node` util + barrel exports.
- **twenty-front**: `computeStepOutputSchema` MANUAL branch now nests
`payload` (RecordNode for SINGLE_RECORD, array Node for BULK_RECORDS,
omitted for GLOBAL) and `metadata`; `ManualTriggerOutputSchema` type
updated to `{ payload?; metadata }`.
- **twenty-server**: `computeTriggerOutputSchemaFromAvailability`
mirrors the same nested shape for server-side validation.
The key is `metadata` (not `_metadata`) — custom fields can't start with
`_`, so collision risk was deemed acceptable.
## Test plan
- [x] `npx nx build twenty-shared`
- [x] `computeStepOutputSchema` unit tests pass (55)
- [x] Manual: create a manual-trigger workflow (GLOBAL / single-record /
bulk), confirm the picker shows `payload` and `metadata` as expandable
folders and that selecting a field yields `{{trigger.payload.<field>}}`
/ `{{trigger.metadata.workspaceMemberId}}`
> Note: server typecheck has pre-existing unrelated failures on main
(Stripe billing mocks, gmail mocks); none touch workflow files.
<!-- This is an auto-generated description by cubic. -->
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## Summary
Step 1 (**expand**) of restructuring the manual-trigger output so record
fields live under a `payload` key and trigger-level metadata (the
running workspace member) lives alongside it. This step is **additive
and runtime-only** — no behavior changes for existing workflows, and
nothing new is surfaced in the variable picker yet.
The manual-trigger runtime payload now additively carries:
- `payload`: a mirror of the incoming record fields, reachable at
`{{trigger.payload.*}}`
- `_metadata.workspaceMemberId`: the member who ran the workflow,
reachable at `{{trigger._metadata.workspaceMemberId}}`
Record fields are still served at the trigger root, so existing
`{{trigger.id}}` references keep working unchanged. The output schema /
variable picker is intentionally left untouched here.
### Why `_metadata` (underscore)
During the transition, record fields still sit at the `trigger` root
next to the injected keys. Field API names can't start with `_`, so
`_metadata` is collision-proof against any record field; picking the
name now avoids a later variable-path rename migration.
### Phasing
- **Step 1 (this PR):** write `payload` + `_metadata` at runtime; keep
using direct `trigger.*`; don't display the new paths.
- **Step 2:** surface `payload` + `_metadata` in the variable picker.
- **Step 3:** migrate existing variables to `trigger.payload.*` and
contract the root record fields.
## Test plan
- [x] `twenty-shared` builds, `twenty-server` typechecks, lint clean on
changed files
- [x] Manual: run a manually-triggered (SINGLE_RECORD) workflow and
confirm the run's trigger payload contains `payload.*` mirroring the
record and `_metadata.workspaceMemberId`
- [x] Manual: confirm existing `{{trigger.id}}` references still resolve
<!-- This is an auto-generated description by cubic. -->
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<img width="471" height="362" alt="Capture d’écran 2026-06-12 à 15 38
45"
src="https://github.com/user-attachments/assets/9656d3a6-6f56-4587-add6-55c0a0a32482"
/>
## Summary
The workflow Find Records (search) node previously exposed only
`objectName`, `filter`, `sort`, and `limit` (capped at
`QUERY_MAX_RECORDS` = 200), with no way to page beyond the first page of
results.
This adds an optional **Offset** to the node so a workflow can fetch an
arbitrary page (`offset = pageIndex * limit`) while keeping the same
filter and sort. The underlying `FindRecordsService` already accepts
`offset` (it forwards it to the query runner's `skip`, and stabilizes
ordering with an `id` tiebreaker), so this change just threads `offset`
through the remaining layers:
- `workflowFindRecordsActionSettingsSchema` (shared zod schema) — new
optional `offset`
- `FindRecordsInput` type — new optional `offset?: number`
- `find-records.workflow-action.ts` — forwards `offset` to
`FindRecordsService.execute`
- `WorkflowEditActionFindRecords.tsx` — new "Offset" number input
(non-negative, defaults to 0) with form state + persistence
- Default `FIND_RECORDS` step settings — `offset: 0`
### Notes / non-goals
- Offset-only, single page: the node returns one page. Looping over all
pages inside one run is not included (the Iterator action loops a static
array and cannot re-query). The node output already returns
`totalCount`, so a workflow can compute total pages as `ceil(totalCount
/ limit)`.
- Offset on very large/changing datasets can be slow or skip/duplicate
rows; cursor/keyset pagination would be a future follow-up.
## Test plan
- [x] Create a Find Records node, set Limit=50, Offset=0 → returns first
page
- [x] Set Offset=50 with the same filter/sort → returns the second page
(no overlap)
- [x] Negative offset shows a validation error and is not saved
- [x] Existing Find Records nodes (no offset stored) still run,
defaulting to offset 0
- [x] Typecheck/lint pass in CI
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Add workflow validation framework and consolidate output schema
types/search logic into twenty-shared
This PR introduces a comprehensive workflow validation system that
catches configuration errors at build-time, and consolidates the
fragmented output-schema type definitions and variable-search logic from
the front-end into twenty-shared
**Workflow validation** — A new system that checks workflows for errors
before activation: graph connectivity (unreachable steps, dangling
references), step parameter schemas (via Zod), variable references
(typos, wrong step order), and workspace metadata (non-existent
objects). Returns structured errors/warnings with "did you mean?"
suggestions. Runs automatically after create_complete_workflow and
update_workflow_version_step, and is also available as a standalone
validate_workflow tool.
**Output schema consolidation** — Moves all output schema types and the
variable-search logic from scattered front-end files into twenty-shared,
replacing ~800 lines of duplicated per-schema-type code with a single
unified searchVariableInOutputSchema dispatcher.
To do :
- validation on CODE and AGENT step
---------
Co-authored-by: Cursor <cursoragent@cursor.com>
Surfaces per-step "Logs" tabs in the workflow run side panel so users
can see what each step actually did (model + tokens + tool calls for AI,
console output for serverless functions, request/response for HTTP,
recipients/body for Email).
<img width="546" height="501" alt="ai_agent_without_websearch"
src="https://github.com/user-attachments/assets/c6ca3518-9489-4484-a570-3d0569ff3b03"
/>
## Storage
- New `stepLogs` JSONB column on the `workflowRun` workspace entity,
typed as `Record<string, WorkflowRunStepLog>` (keyed by step id).
- Schema lives in `twenty-shared`: `workflowRunStepLogSchema` with a
discriminated `details.type` union for `AI_AGENT | CODE | HTTP_REQUEST |
EMAIL` — frontends and backends consume the same Zod-inferred type.
- Field is added to existing workspaces via a workspace upgrade command
(`2-9 add-workflow-run-step-logs-field`); the standard-object metadata
declares it for new workspaces.
- Writes happen atomically per step in
`WorkflowRunStepLogWorkspaceService.setStepLog` using `jsonb_set`. That
lets concurrent steps in the same run write their own keys without
contending with the existing lock around `workflowRun.state`.
- Per-step payload is hard-capped at 256 KB; anything larger is dropped
with a `logger.warn`, so a pathological tool call can never bloat a row.
See below for more information.
## How logs are produced
**Aalmost everything was already being collected; this PR mostly
persists and renders it.**
- **AI agent** — `AgentAsyncExecutorService` already tracked token
usage, model id, native web-search count, and the AI SDK's `steps[]`. We
map those into the log via `mapAiStepsToToolCallLogs` (`searchVector`
stripped from record outputs, per-call input/output capped at 32/64 KB,
max 200 tool calls per step). The only new measurement is a wall-clock
`durationMs` taken around `executeAgent`, and we now fold native
web-search cost into the displayed `totalCostInDollars` (it was already
billed, just not shown).
- **Code / serverless function** — reuses the `console.log` output the
function runner already returns (`logsByLevel`);
`build-code-step-log.util` only repackages it.
- **HTTP request** — built from the action's existing input/output via
`build-http-request-step-log.util`. No new signals collected.
- **Email (send / draft)** — added `sanitizedHtmlBody` + `plainTextBody`
to the existing tool outputs (a small additive change), then
`build-email-step-log.util` consumes them.
No additional AI inference or external calls are made for logging — the
cost is a small CPU overhead per step plus the JSONB write.
## Security
The log surface intentionally shows whatever the workflow touched, which
made redaction and sanitization the main design concern.
- **HTTP — secrets in headers**: existing `SENSITIVE_HEADER_NAMES` set
(Authorization, Cookie, …) replaced with `[redacted]` in both request
and response.
- **HTTP — secrets in URLs**: `SENSITIVE_URL_PARAM_NAMES` (e.g.
`api_key`, `token`, `access_token`) replaced in the query string via
`URL`-based parsing.
- **HTTP — secrets in bodies**: `SENSITIVE_BODY_KEY_REGEX` deep-walks
JSON request/response bodies (object input or stringified JSON) and
redacts matching keys. Applied to the `error` field too, since
transport-layer errors sometimes embed structured payloads.
- **Email — XSS risk in body preview**: tool outputs now expose a
server-side `sanitizedHtmlBody`; the log builder prefers it over the raw
user-authored `input.body`, with `plainTextBody` as a second fallback.
The original raw body is only used if sanitization didn't happen (e.g.
tool failed before composing).
- **AI — internal/noisy data**: `searchVector` (Postgres tsvector
strings) is stripped from record outputs returned by Twenty tools to
avoid leaking internal full-text-search payloads.
- **DB bloat / runaway agents**: 256 KB per-step cap + 32 KB / 64 KB
per-tool-call input/output cap + 200 tool calls per step.
<img width="547" height="307" alt="logic_function"
src="https://github.com/user-attachments/assets/dd4a3d16-67f2-434b-95b3-bdcaf9ed053d"
/>
## More details on Log size & truncation
Logs are stored in `workflowRun.stepLogs` (JSONB), keyed by `stepId`.
### Per-step cap
Each step's log is hard-capped at **256 KB** (`MAX_STEP_LOG_BYTES` in
`WorkflowRunStepLogWorkspaceService.setStepLog`).
For ~99% of workflows this is roomy — typical real-world sizes:
- Code / serverless function: 1–20 KB
- HTTP request: 5–70 KB
- Email: 5–30 KB
- AI agent (a handful of tool calls): 5–50 KB
### Two layers of bounding
1. **Per-field truncation** in each builder (before writing):
- **Code**: ≤ 500 entries, ≤ 4 KB per message, ≤ 8 KB stack trace
- **HTTP**: ≤ 32 KB per body (request + response), UTF-8 byte-aware
- **Email**: ≤ 8 KB body preview, UTF-8 byte-aware
- **AI agent**: ≤ 32 KB tool input, ≤ 64 KB tool output, ≤ 200 tool
calls/step
2. **Global per-step safety net** at write time: if the assembled
`stepLog` still exceeds 256 KB, the write is **dropped entirely** with a
`logger.warn`. The workflow itself keeps running unaffected.
### What this means in practice
- **Safe**: workflow execution, step results, downstream steps — never
blocked by log size.
- **Safe**: iterators (each iteration overwrites the previous log for
that `stepId`, so they can't accumulate).
- **Safe**: step retries (same `stepId` is overwritten, not appended).
- **Possible**: an AI agent step with many large tool outputs (e.g., 50+
heavy `web_search` calls) can exceed 256 KB → the **entire** step's log
is dropped, side panel shows "No logs were recorded for this step". The
user has no explicit signal that the log was dropped due to size (only
server-side warn).
- **Possible** (theoretical): a workflow with hundreds of distinct steps
could push the row toward Postgres's internal ~256 MB jsonb limit.
Beyond that, individual `jsonb_set` writes would error and be swallowed
by the action's try/catch — workflow still completes.
### Possible future hardening (not in this PR)
- Replace "drop entire log" with a stub that preserves the summary card
(cost, duration, status) and marks `truncated.reason = 'size_cap'`.
- Surface size-drops in the UI (similar to the existing
`<StyledTruncatedNotice>`).
- Emit a metric so dropped logs are observable in dashboards.
## Problem
`any[]` type prevented value input:
<img width="544" height="349" alt="Screenshot 2026-06-01 at 14 08 47"
src="https://github.com/user-attachments/assets/956238d0-6fea-4be1-b75a-ab0e6e6424ac"
/>
In the workflow Code action (and the Logic Function action), parameters
typed as any[], string[], etc. rendered as an empty grey box instead of
an "Enter value" text input. After any debounced save, even a properly
initialised array field would also collapse into an empty container.
The Array<T> / ReadonlyArray<T> generic form fell through to a generic
text input by accident (which "looked" right, but for the wrong reason —
no schema info downstream).
## Root causes
Three places treated arrays as plain objects via @sniptt/guards'
isObject (which is true for arrays):
1. WorkflowEditActionCodeFields.tsx — arrays went into the nested-fields
branch; Object.entries([]) is empty → empty container, no placeholder.
2. mergeDefaultFunctionInputAndFunctionInput.ts — recursed into arrays
during merge, turning [] into {}. Triggered on every debounced save, so
the bug surfaced after any edit.
3. get-function-input-schema.ts — only handled T[]
(SyntaxKind.ArrayType); Array<T> (SyntaxKind.TypeReference) was
unrecognised, so the form lost any item-type info.
Adds an optional label field to logic-function input schema properties
(InputSchemaProperty and InputJsonSchema). When set, the workflow
builder renders the label in place of the raw property key for both leaf
inputs and nested sections; when unset, it falls back to the key.
jsonSchemaToInputSchema propagates the label so app authors can declare
it in their JSON schema. Payload paths, the variable picker, and saved
workflow inputs continue to use the property key — labels are
display-only.
<img width="450" height="212" alt="Capture d’écran 2026-03-03 à 11 41
54"
src="https://github.com/user-attachments/assets/b2c29a48-7dc0-4b16-a085-8f305d21f7ca"
/>
New status `FAIL_SAFE` added. This status propagates to the following
nodes until reaching the iterator, that will start the new iteration.
The difference with `SKIP` is that, when the parent nodes have at least
one `FAIL_SAFE`, it becomes `FAIL_SAFE` too. While a parent 1 `SKIP` +
parent 2 `SUCCESS` => to be executed.
I also thought about just going back to the iterator as a break would,
but since we have branches, it may lead to inconsistent statuses with
parallel updates.
- Create a common file-by-id download controller
- Create core picture module with resolver and logic to handle
workspaceLogo and workspaceMemberProfilePicture update
- Create workflow file module (same)
- Data migration
- AI still often forgets to update the code step after creating it.
Adding a next step
- Starting by loading logic functions, so it avoids creating code steps
when a function exists
- Fix create complete workflow logic. Should not create code steps
directly
## Summary
- Remove `latestVersion` and `publishedVersions` columns from
`LogicFunction` entity
- Remove version parameter from logic function execution, build, and
source code retrieval
- Update all related services, DTOs, utilities, and tests
- Add database migration to drop the version columns
Fix https://github.com/twentyhq/twenty/issues/17524
Recent update meant to support variable with spaces and dots broken the
database event variables. Inserting a variable `My Name` will be
inserted as `{{trigger.[My Name]}}`
For example, for a database event, we send `trigger.properties.after.id`
instead of `id`.
With the new code, we will consider `properties.after.id` as a variable
to wrap in `[]`, giving `trigger.[properties.after.id]` which cannot be
resolve.
Let's only support variable with spaces. Removing the logic to wrap
variable with dots.
Fixes
https://github.com/twentyhq/private-issues/issues/410#issuecomment-3781085655
Currently, JSON keys with spaces like { "toto toto": 123 } are rejected
with "JSON keys cannot contain spaces" error. This is problematic for
HTTP requests and webhook triggers where users cannot control the
response structure.
We use Handlebars to eval variables, segment-literal bracket notation to
escape keys with special characters:
Normal: {{step.normalKey}}
With spaces: `{{step.[key with space]}}`
So we simply need to wrap segments with spaces with brackets.
This PR:
- Create shared path utilities to wrap the variable segments when needed
- Use it in all variable generation places
- Remove the restrictions
This body is now supported:
<img width="609" height="457" alt="Capture d’écran 2026-01-22 à 16 10
13"
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Fixes https://github.com/twentyhq/core-team-issues/issues/1382
Current issue : all step output schemas are computed and stored on
backend side. Which means that, when the database schema is updated -
like a field creation - steps needs to be deleted an recreated. Which is
invisible to users.
Solution : schema generation is moved on frontend side
1. Coming on the page the first time, the schema is populated for all
steps except a few ones that are handled differently (Code, Webhook,
http node, Agent)
2. A separated state allow to determine if a step needs a recomputation.
3. The user only needs a refresh to see the whole schema re-computed
Follow-up:
- check if remaining backend steps could be moved to runtime
computation. But Code will still require storage.
- Clean backend service that is not used anymore
Fixes multiple issues with CRON schedule input validation and execution
time display.
### Issues Fixed
1. **UTC label placement** - Added "UTC" suffix to specific times (e.g.,
"at 09:30 UTC") but not to interval descriptions (e.g., "every hour")
2. **Upcoming execution time calculation** - Fixed incorrect execution
times for malformed CRON expressions by implementing auto-correction
### Changes
- Created `normalizeCronExpression` utility to standardize cron
expressions before parsing
- Updated `formatTime` to support optional UTC suffix
- Enhanced `getHoursDescription` to append UTC to specific times
- Added comprehensive test coverage (102 tests passing)
### Before
- `"1 /3 * * *"` showed daily executions at same time (incorrect)
- `"9 * * *"` showed same time repeated 3 times (incorrect)
- No UTC labels on schedule descriptions (confusing)
### After
- All malformed expressions auto-corrected and show correct execution
times
- UTC labels clearly indicate timezone for specific times
- User-friendly error messages for truly invalid patterns
Closes#15870
We do not want the fields to update multiselect for upsert record
action. We want all available fields displayed by default.
This makes upsert record action closer to create record than update
record.
This PR:
- deletes WorkflowUpdateRecordBody that was common between update and
upsert and put back content into update
- creates WorkflowCreateRecordBody that is now common between create and
upsert
- simplifies shouldDisplayFormField
Before - using fields to update as update record action
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After - displaying all fields as create record action
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When using primitive types such as array, number and boolean, we display
a text field in filters because fieldmetadataId is empty. We should
instead support these as we would do for our own fields.
Adding also a fix for https://github.com/twentyhq/twenty/issues/15282
---------
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
Filters should not cut the whole workflow. These should only stop the
branch. This PR:
- adds a new skipped status
- when a filter stops, it still goes to the next step
- the next step will execute if there is at least a successful step
- if only skipped step, it will be skipped as well
It allows to use filters in iterators.
https://github.com/user-attachments/assets/1cfca052-55c0-4ce5-9eb8-63736618d082
This PR follows the multiSelect PR merged previously. It will enable
morph relation Many to One to be handled from the table, using a
singleSelect picker
Main point : I decided to change the singleSelect API to take an array
of **objectMetadataName** instead of only one to deal with both our
usecases.
---------
Co-authored-by: Charles Bochet <charles@twenty.com>
In this PR https://github.com/twentyhq/twenty/pull/14785 we deprecated
viewFilterOperand (from camelCase to capital snakeCase values), but we
had not migrated the existing workflow steps values. Hence they cannot
be executed!
Let's fix that by dealing with both operands, new and deprecated, to
mitigate the issue. Then we will add a command to migrate the values.
Félix Malfait
