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Félix Malfait 7b7e4a5eca docs: fix inaccuracies found auditing the docs against v2.27.0 (#23616)
Prompted by user feedback: *"The documentation doesn't always reflect
the latest release. Some articles are outdated or incomplete."*

I audited every English page under `packages/twenty-docs` against the
code at v2.27.0, verifying each checkable claim (commands, env vars,
enum members, payload shapes, prop tables, API routes) against source in
`packages/`. Anything without a `file:line` citation proving the docs
wrong was dropped.

**Result: 414 findings across 226 pages — 75 critical, 169 major, 170
minor.** The feedback is accurate, and understates it in the
developer-facing sections.

This PR fixes a first slice. The full findings list is below so the rest
can be picked up.

---

## What this PR changes

**Removes the `twenty-ui` component reference** (25 English pages + 325
translations). The section predated the extraction of the design system
into the `twenty-ui` package:

- Not one import path resolved. `twenty-ui/display` and
`twenty-ui/components` are not export subpaths (real ones:
`data-display`, `feedback`, `icon`, `input`, `navigation`, `surfaces`,
`layout`, …), and ~20 more examples imported `@/ui/...` paths no longer
in twenty-front.
- Three documented components no longer exist: `SoonPill`,
`AutosizeTextInput`, `MenuItemCommand`.
- `Chip`'s props table documented the deleted `EntityChip`.
`ProgressBar`'s entire API was replaced
(`duration`/`delay`/`easing`/`barHeight`/`autoStart` →
`value`/`barColor`/`countdownDurationInMs`/…).

It was also unreachable from the navigation, so the pages were indexed
and searchable but maintained by nobody. Storybook is the live source of
truth here, which is why this is a deletion rather than a repair.

**Legal FAQ.** Corrects the workspace deletion timeline to match clause
4.9 of the DPA the product itself generates (~90 days from live systems,
a further ~90 for backups, isolated throughout) instead of the previous
claim of immediate removal with 7-day backup retention. Rephrases the
support-access answer to describe what the product actually does: access
is on by default and can be disabled in Settings → General → Security,
rather than the previous claim that it requires the customer to report
an issue and grant access.

**Self-hosting setup page.** The SMTP configuration block used
`<ArticleTabs>/<ArticleTab>`, leftovers from the pre-Mintlify site.
Those components are undefined here, so the Gmail/Office365/smtp4dev
instructions were not rendering at all. Converted to `<Tabs>/<Tab>`.

**Removes a fabricated Enterprise gate.** A Warning on the app
publishing page claimed cross-workspace sharing of tarball apps requires
an Enterprise key and that the Distribution tab shows an upgrade prompt.
No such gate exists in code, and its link target didn't exist either.

**Link and asset fixes.** Retargeted the two `docs.json` redirects whose
destinations 404'd; fixed the Code of Conduct link (file lives under
`.github/`); fixed the app-roles example link to
`examples/hello-world/src/roles/default-role.ts`; pointed the Contribute
frontend card, four `/developers/extend/apps/getting-started` links and
one `/twenty-ui/display` link at real pages; dropped two `<img>` tags
whose files are absent from the repo.

After this PR: every internal link and image reference resolves, all 171
navigation entries resolve to a file, and no redirect destination is
dead.

---

## Audit: what else is wrong

### Root causes

The failures aren't random rot. Four mechanisms produce nearly all of
them:

1. **Nothing links renaming a symbol to updating the page that documents
it.** Whole pages describe APIs returning zero grep hits:
`MessageQueueServiceBase`, `useScopedHotkeys`/`PageHotkeyScope`,
`@Gate`, `SoonPill`.
2. **"Coming soon" is written once and never revisited.** Nine features
are documented as unavailable that have shipped.
3. **Pages are dropped from navigation but left on disk.** 55 were
unreachable yet still indexed and searchable.
4. **Docs written from intent rather than from code.** One case is
provably born-stale: the `front-components` limitations table was
written in a commit that landed *after* the commit which polyfilled the
APIs it lists as unsupported.

### Priority 1: pages that actively break the reader

**Workflow template variables are wrong across 12 pages.** The largest
cluster — 16 critical findings, one root cause. Record-event triggers
expose the record under `properties.after`/`properties.before`; manual
triggers under `payload`; webhook triggers store the posted body flat
with no wrapper. Docs use `{{trigger.object.*}}`, `{{trigger.body.*}}`,
`{{trigger.subject}}` throughout. Search Records returns `{ first, all,
totalCount }`, not an array, and the resolver is Handlebars, which
doesn't accept `[0]` indexing at all — so `{{searchRecords[0].name}}`
and `{{searchRecords.length}}` cannot work. Iterator exposes
`currentItem`, not `item`/`index`. Evidence:
`generate-fake-object-record-event.ts:44-60`,
`workflow-schema.workspace-service.ts:501-517`,
`find-records.workflow-action.ts:111-117`,
`workflow-iterator-result.type.ts:2-3`,
`twenty-shared/src/utils/evalFromContext.ts`. Every workflow tutorial on
the site is copy-paste-broken. Highest-value fix in the audit, and
mostly mechanical.

**Self-hosting runbook commands don't work.** Backup names a container
and database that don't exist (service is `db` → `twenty-db-1`; database
is `default`, not `twenty`). Restore runs `docker compose stop
twenty-server twenty-front`, neither of which is a service — the compose
file defines `server`, `worker`, `db`, `redis`, and there's no separate
frontend service. The "unable to log in" fix runs `yarn` and `npx nx
database:reset` inside the production container, whose Dockerfile
deletes `npm`/`npx` and ships only `dist/`. Someone following the backup
page ends up with no backup.

**API, webhook and OAuth contracts are wrong.** The documented webhook
payload (`event`, `data`, `timestamp`) is not what the server sends —
the real body is `targetUrl`, `eventName`, `objectMetadata`,
`workspaceId`, `webhookId`, `eventDate`, `userId`, `workspaceMemberId`,
`record`, optional `updatedFields`
(`transform-event-batch-to-webhook-events.ts:34-46`). Any integration
written from that page fails to parse. `GET /oauth/authorize` doesn't
exist (server serves `/oauth/register`, `/token`, `/revoke`,
`/introspect`; authorization is served by the frontend at `/authorize`).
`/oauth/register` never returns a `client_secret` —
`token_endpoint_auth_method` is hard-coded `'none'` — so the documented
response and the "store it securely" warning are fiction, and the Client
Credentials section is unusable with a DCR client. PKCE is mandatory,
not "recommended". Batch limit is 200, not 60 (`QUERY_MAX_RECORDS =
200`), making the derived throughput estimates ~3.3x off.

**Contributor onboarding teaches removed APIs.** `queue.mdx`,
`hotkeys.mdx` and `feature-flags.mdx` are wrong at essentially every
step. Documented nx targets `twenty-server:database:migrate:prod`,
`twenty-server:test:unit` and `npx nx start` aren't real targets and
fail outright. `local-setup.mdx` never mentions
`packages/twenty-utils/setup-dev-env.sh`, the supported entry point.
Both style guides teach the `${({ theme }) => ...}` pattern, which now
returns **zero** hits in twenty-front against 929 files using
`themeCssVariables`. `frontend-commands.mdx` still lists Craco; the
frontend is Vite.

**SSO configuration is substantially fiction.** Twenty supports exactly
two protocols, OIDC and SAML. The docs omit OIDC entirely, present
Google Workspace and Microsoft Entra ID (separate social-login toggles)
as SSO providers, list configuration fields matching neither form, and
instruct the reader to click a **Test Configuration** button that exists
nowhere in the codebase.

**Data model.** The field-type table documents two types that don't
exist (`Domain`, `Long Text`) and omits three users can actually pick
(`Files`, `Full Name`, `Rich Text`). The filter-operator table is wrong
for every field type listed: Text has none of its four documented
operators, Date is missing six of nine.

**Import guidance that fails silently.** `DD/MM/YYYY` is documented as
supported; import uses plain `new Date(value)`, so `15/03/2024` is
always rejected and `03/15/2024` always read US-style — and the sibling
`fix-import-errors.mdx` says the opposite. The company sample CSV is
unusable as written (`Domain / Domain Label` headers don't exist; real
ones are `Domain Name / Link Label`).

### Priority 2: shipped features documented as unavailable

This is the specific complaint in the feedback. Each is a one-line fix.

| Documented as | Reality |
|---|---|
| AI Agent action "Coming soon" (2 pages) |
`WorkflowActionType.AI_AGENT` ships, in the picker, no feature flag |
| "There is no built-in if/else logic" (2 pages) |
`WorkflowActionType.IF_ELSE` ships |
| Webhook event filtering "may be added in future releases" (2 pages) |
per-webhook `operations` array with `*.created` / `person.*` / `*.*`
wildcards |
| Many-to-many "coming in H2 2026" | Junction Relations shipped as
public beta; Twenty's own how-to documents it |
| Email campaigns "available soon" (2 pages) | MessageCampaign object,
send/stats jobs, unsubscribe topics all ship |
| CC/BCC "not yet available" | exists on Send Email |
| Workflow retry "on our roadmap" | run-level retry command plus
per-step `retryOnFailure` |
| front-components limitations table | `getBoundingClientRect`,
`offset*`/`client*`/`scroll*`, `getComputedStyle`, `getElementById` all
polyfilled |
| Node SDK "does not exist" | `twenty-client-sdk@2.27.0` ships and is
documented elsewhere in these docs |

Four "coming soon" claims were checked and are **still accurate** —
webhook trigger authentication, dashboard-level filters, dashboard
timezone, background-job priority. Leave them.

One needs rewording rather than promotion: **gauge charts** are
described as on the roadmap, but the upgrade command
`2-3-workspace-command-...-delete-gauge-widgets` says support was
*removed*.

### Priority 3: structural

**30 orphaned pages remain** after the twenty-ui deletion: 15 of 18
`developers/contribute/*`, all 6 `user-guide/getting-started/*`, plus
`self-host.mdx`, `key-rotation.mdx`, `extend.mdx`,
`views-pipelines/overview.mdx`, `ai/capabilities/mcp.mdx`,
`data-migration/how-tos/export-faq.mdx`,
`extend/capabilities/{apis,webhooks}.mdx`. Each needs an explicit
decision: re-add, or delete plus redirect. Two look worth re-adding
rather than deleting — `user-guide/ai/capabilities/mcp.mdx` is accurate,
documents a shipped feature that's a plan line-item, and is reachable
only via a legacy redirect; `views-pipelines/overview.mdx` is linked
from three in-nav pages.
`user-guide/getting-started/capabilities/implementation-services.mdx`
must be merged rather than deleted, since three in-nav pages deep-link
it.

**Duplicate pages.** `getting-started/core-concepts/glossary.mdx` and
`user-guide/getting-started/capabilities/glossary.mdx` are 99%
identical. `developers/extend/webhooks.mdx` and
`developers/extend/capabilities/webhooks.mdx` are 88% identical and
carry the same wrong payload. `workflow-branches.mdx` and
`use-branches-in-workflows.mdx` are both in the sidebar and give
*contradictory* branch-creation instructions.

**Other.** 44 pages have no frontmatter `description`. The Russian
locale is 14 pages behind every other locale, including the entire
document-generator tutorial.

### Still needs a human owner

The legal FAQ promises breach notification "within 48 hours" while
clause 4.6 of the generated DPA (`dpa-template.constant.ts:178`) targets
72. Per direction, the docs keep 48h — a stricter public commitment than
the contract is a deliberate choice — but the DPA and the docs still
disagree, and someone owning the DPA should decide which moves.

Claims about SOC 2, GDPR attestation, backup cadence and AI-training use
could not be substantiated from the repository either way and need the
same treatment.

### Preventing recurrence

Three cheap guards would have caught most of the 75 criticals:

- **A CI check** that every navigation page resolves, every internal
link and image resolves, and no `.mdx` outside `l/` is orphaned. Catches
the entire structural third. This PR leaves the docs in a state where
such a check would pass.
- **Generate the volatile tables from their source enums** — field
types, workflow actions and triggers, filter operands, permission flags,
chart types, env vars — rather than hand-maintaining them. These
accounted for a large share of the major findings.
- **Treat "coming soon" as an expiring assertion**: tag each with the
symbol it depends on and fail the docs build when that symbol appears in
code.

## Suggested order for the rest

1. Workflow variable syntax across the 12 tutorial pages — largest
cluster, mechanical, most directly matches the feedback.
2. Self-host backup/restore/troubleshooting commands — highest blast
radius per reader.
3. Webhook payload and OAuth endpoints — blocks integrators.
4. The nine "coming soon" claims — one line each, and the most visible
form of "docs don't reflect the latest release".
5. Decide the 30 remaining orphans.

## Test plan

- [x] Every internal link and image reference in the docs resolves
- [x] All 171 navigation entries resolve to a file on disk
- [x] No `docs.json` redirect destination is dead
- [x] No inbound links to the deleted `twenty-ui` pages remain
- [x] `docs.json` structure intact after edit (138 redirects, 14
languages)
- [ ] Visual check of the self-hosting SMTP tabs once the docs preview
builds

---
_Generated by [Claude
Code](https://claude.ai/code/session_01AnUNYYdkN3PMTPb2m6CnqC)_

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2026-07-31 07:13:56 +00:00
Félix Malfait a682c8fa62 feat(sdk): declare row-level permission predicates in the role manifest (#21919)
## Why

Apps can declare object and field permissions on a role via
`defineRole`, but **not row-level security**. The RLS engine and the
metadata-sync machinery already support predicates fully — they're
first-class universal flat entities, the `FlatRole` already carries
`rowLevelPermissionPredicateUniversalIdentifiers`, and the
workspace-migration layer has builders/validators/handlers for them. The
only gap was the **manifest layer**: `RoleManifest` had no field for
predicates, so the sync converter always left them empty.

As a result, the only way to ship RLS with an app was a post-install
script that pushed predicates through the
`upsertRowLevelPermissionPredicates` mutation. That mutation assigns
predicates to the workspace's **generic custom application**, not the
app that owns the role — so a single role's definition ends up split
across two applications and drifts on every upgrade (you have to
remember to re-run the script). The Partner app does exactly this today
via `configure-partner-rls.ts`.

## What

Adds `rowLevelPermissionPredicates` and
`rowLevelPermissionPredicateGroups` to `RoleManifest` / `RoleConfig`,
mirroring how `objectPermissions` / `fieldPermissions` already flow
end-to-end:

- **twenty-shared** — predicate + predicate-group manifest types on
`RoleManifest` (referencing objects/fields by `universalIdentifier`,
operand/logical-operator from the existing GraphQL enums).
- **twenty-sdk** — `defineRole` accepts and validates them; the build
derives deterministic predicate `universalIdentifier`s (groups keep an
explicit one so predicates can reference them).
- **twenty-server** — two converters turn manifest predicates/groups
into universal flat entities during application-manifest sync, so they
are created/updated/deleted together with the role and **owned by the
app that ships it**.

### Bug fix found along the way

The migration build order ran the `rowLevelPermissionPredicate(Group)`
builders **before** the `role` builder, so a predicate declared
alongside a brand-new role failed validation with `ROLE_NOT_FOUND`. They
now run **after** the role builder, exactly like object/field
permissions.

## Partner app (second commit)

Converts `partner.role.ts` to declare its five predicates inline and
**deletes `configure-partner-rls.ts`** + the `rls:configure` scripts —
the workaround this PR is meant to retire. The predicates are
byte-for-byte the same semantics as the script produced.

> Live-deployment note: the existing script-created predicates are owned
by the *custom* application, so the Partner app sync won't touch them.
Clear them once (e.g. an empty upsert on the Partner role) around deploy
to avoid duplicates. Kept as a **separate commit** so it can be split
out if reviewers prefer.

## Testing

- **Integration (full app):** new
`successful-manifest-sync-row-level-permission-predicate.integration-spec.ts`
— installs an app whose role declares a predicate and asserts the
predicate row is created (and **owned by the app**, not the custom app),
updated in place on re-sync, removed when dropped from the manifest, and
removed on uninstall. Ran locally against a seeded test DB .
- Re-ran the existing cross-app permission + view-field manifest suites
to confirm the build-order change doesn't regress
object/field-permission sync (13/13 ).
- **Unit (utils only):** `defineRole` validation and
`fromRoleConfigToRoleManifest` deterministic-id derivation.
- Docs: new "Row-level security" section in `apps/config/roles.mdx`.

## Scope notes / possible follow-ups

- Surfacing RLS in the app-install permission summary UI was
intentionally left out (predicates *restrict* rather than grant, and
typically live on a non-default role) — easy follow-up if wanted.
- The `upsertRowLevelPermissionPredicates` mutation still homes
out-of-band predicates on the custom app for app-owned roles; making
that consistent (or rejecting it, like field permissions already do) is
a sensible follow-up.

https://claude.ai/code/session_01MipAis9z9okd4oCm9HCKEf

---
_Generated by [Claude
Code](https://claude.ai/code/session_01MipAis9z9okd4oCm9HCKEf)_

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2026-06-21 22:09:19 +02:00
martmull c2ca90c255 feat(sdk): add runAgent() to run app agents from logic functions (#21157)
<img width="948" height="593" alt="image"
src="https://github.com/user-attachments/assets/d990fa98-3cfd-469d-ab7f-0b2d4ccf3afc"
/>

<img width="1361" height="802" alt="image"
src="https://github.com/user-attachments/assets/1091f598-49f3-4c16-92ea-1e1c200181e2"
/>


## Add `runAgent()` to the Logic Function SDK

Lets an app's logic function run one of its own AI agents server-side
and get the result back synchronously — reusing the existing agent
executor instead of a new bespoke transport.

  ### Backend
- New **`runAgent` GraphQL mutation** (metadata schema) in
`ai-agent-execution`, wrapping the existing
`AgentAsyncExecutorService.executeAgent`. Scopes the agent lookup to the
calling
  application and runs it under an application auth context.
- New `@AuthApplication()` param decorator (mirrors `@AuthWorkspace()`)
— first GraphQL resolver authenticated by an **application access
token**.
- Guarded by `WorkspaceAuthGuard` +
`SettingsPermissionGuard(PermissionFlagType.AI)`: the app's role must
grant the `AI` permission flag.

  ### SDK
- `runAgent({ agentUniversalIdentifier, prompt })` posts the mutation to
`/metadata` with the app token via a new runtime GraphQL transport.
Returns `{ result, hasNoMoreAvailableCredits
  }`.
- Refactored the connections helpers onto a shared `postAppEndpoint`
util (removes duplicated transport logic).

  ### Frontend
- App install permission modal now shows an explicit consent line —
_"Run AI agents and bill AI credits to your workspace"_ — when the app's
role requests the `AI` flag.

  ### Docs
- Documented `runAgent` and its `AI` permission-flag requirement in
_Skills & Agents_.
- Fixed outdated role-permission examples in _Roles & Permissions_
(`permissionFlags` → `permissionFlagUniversalIdentifiers`,
`PermissionFlag` → `SystemPermissionFlag`).

  ### Test plan
- [x] SDK unit tests (`run-agent.spec.ts`) — request shape, GraphQL/HTTP
error handling, missing env vars
- [x] `twenty-server`, `twenty-front`, `twenty-shared` typecheck + lint
- [ ] Manual: install an app granting the `AI` flag, call `runAgent()`
from a logic function, confirm the agent runs and credits are billed

---------

Co-authored-by: cubic-dev-ai[bot] <191113872+cubic-dev-ai[bot]@users.noreply.github.com>
2026-06-04 16:18:27 +00:00
nitin db0547f503 [1/3] Rename permissionFlag to rolePermissionFlag + add permissionFlag catalog/backfill (#20481)
Split of #20377.

## Summary

This PR separates available permission flags from per-role permission
flag grants.

Previously, `core.permissionFlag` stored the role assignment directly:
`roleId + flag`. This PR renames that legacy grant table to
`core.rolePermissionFlag`, then recreates `core.permissionFlag` as the
catalog of available permission flags.

## What changed

- Rename the existing `core.permissionFlag` grant table to
`core.rolePermissionFlag`.
- Add the new syncable `core.permissionFlag` catalog entity with key,
label, description, icon, permission type, relevance flags, and
custom/standard metadata.
- Add stable `SystemPermissionFlag` universal identifiers for the
built-in `PermissionFlagType` values.
- Seed the standard permission flags for every workspace under the
Twenty standard application.
- Backfill existing role grants:
  - create missing catalog rows for existing grant keys,
  - add `rolePermissionFlag.permissionFlagId`,
- migrate grants from the old string `flag` column to the new catalog
FK,
- replace the old `(flag, roleId)` uniqueness with `(permissionFlagId,
roleId)`.
- Rewire role permission flag caches, permission checks, role DTO
mapping, and `upsertPermissionFlags` to resolve through the catalog.
- Keep the existing public role permission API shape: product/app
surfaces still talk about `permissionFlags` and return `{ id, roleId,
flag }`.
- Update metadata flat-entity machinery, migration builders, validators,
action handlers, snapshots, generated schemas, docs, and app fixtures
for the new `permissionFlag` / `rolePermissionFlag` split.

## Behavior after this PR

- Existing permission flag grants keep working.
- Existing GraphQL role permission flows keep the same public naming.
- Standard permission flags are represented as catalog rows.
- Permission checks now compare grants through catalog universal
identifiers instead of the legacy `flag` column.
- Workspace deletion cleanup now verifies both `permissionFlag` and
`rolePermissionFlag`.

## What is not in this PR

- Public GraphQL CRUD for custom permission flags.
- App manifest support for declaring new custom permission flags.
- Frontend UI for creating or assigning custom permission flags beyond
the existing role permission flow.

---------

Co-authored-by: Weiko <corentin@twenty.com>
2026-05-18 11:57:47 +00:00
Abdul Rahman 4aca4d1143 Add defineApplicationRole method (#20314)
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-05-07 18:55:13 +00:00
Jonathan Bredo 2eae25dc34 Improved create-twenty-app documentation for AI coding agents (#20325)
Added a bit of enhanced context for better agentic coding, based on this
[Discord
conversation](https://discord.com/channels/1130383047699738754/1130383048173682821/1501538550301331477).

---------

Co-authored-by: Félix Malfait <felix@twenty.com>
Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
2026-05-07 14:31:27 +02:00