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Paul Rastoin 0c545bcdeb [BREAKING-CHANGE] Centralize system View viewField side effect (#23081)
# Introduction

Closes https://github.com/twentyhq/core-team-issues/issues/2669

Part of the `isSystemSideEffect` engine-ownership effort. Until now, a
custom object's default **INDEX** table view (`All {objectLabelPlural}`)
and its view fields were built imperatively in `ObjectMetadataService`
with random `v4()` identifiers, while `twenty-standard` authored its own
copies with hardcoded literals. The two never converged, an object
rename could drift the view, and nothing marked these rows as
engine-owned.

This PR makes the metadata side-effect engine the **single owner** of
the INDEX view and its view fields, on name-free deterministic
identifiers, for custom and standard objects alike.

## Core design

- **Name-free deterministic identity.** The INDEX view identifier
derives from `object identifier + ViewKey.INDEX`
(`getSystemViewUniversalIdentifier`); each view-field identifier derives
from `view identifier + field identifier`
(`getViewFieldUniversalIdentifier`). An object rename (with a pinned
object identifier) keeps the same view, losslessly.
- **`isSystemSideEffect: true` is provenance.** Every INDEX view / view
field the engine emits is flagged system-owned, so manifest deletion
inference never drops it. The flag follows the view: a view field
inherits its parent view's flag.
- **The engine is the sole owner of the INDEX view.** It always emits
it; a caller providing one with the same derived identifier is a genuine
conflict surfaced by the engine's reserved-identifier collision, not
silently deferred.

## Changes

### Shared (`twenty-shared`)

- `getIndexViewUniversalIdentifier` →
`getSystemViewUniversalIdentifier`, now taking a `viewKey` (generalizes
to any singleton engine-owned view).
- Standard field identifiers extracted into a new
`STANDARD_OBJECT_FIELDS` constant, so both an object's `fields` and its
INDEX view read the same field identifiers.
- `buildStandardObjectIndexView` derives the standard INDEX view +
view-field identifiers from `STANDARD_OBJECT_FIELDS`, replacing the
hardcoded literals in `standard-object.constant.ts`.

### Metadata side-effect engine (custom objects)

- **`objectSystemFieldsAndIndexViewOnCreate`** (replaces
`objectSystemFieldsOnCreate`): on object creation, provisions the 7
reserved system fields **and** the INDEX view with one view field per
displayable system field, all `isSystemSideEffect: true`.
- **`fieldIndexViewFieldOnCreate`** (new): on field creation, provisions
the field's INDEX view field. Object created in the same batch →
visible, positioned before the system view fields; pre-existing object →
hidden, appended (preserving the historical `createOneField` behavior).
Both branches resolve the INDEX view by its derived identifier (single
map access, never a scan).
- **`fieldSystemViewFieldsOnDelete`** (new): on field deletion,
cascade-deletes every engine-owned view field displaying it.
- **`objectSystemSideEffectsOnDelete`** (extended): now also
cascade-deletes the object's engine-owned views and their view fields
(in addition to system fields, indexes, searchFieldMetadata). Every
lookup walks a foreign-key aggregator down from the deleted object, so
the work is proportional to what the object owns, never to workspace
size.
- Object-create and field-create positions are derived from the same
caller-input field list, so the INDEX view layout is contiguous with no
handler-ordering dependency.
- `view` / `viewField` added to the side-effect companion metadata names
for `fieldMetadata` and `objectMetadata`.

### Reserved-identifier invariant

A caller can never define an entity whose identifier collides with one a
system side effect produces: caller inputs are forced
`isSystemSideEffect: false` at every entry point (API and app-manifest
transpilers), and the engine raises
`RESERVED_SYSTEM_UNIVERSAL_IDENTIFIER`, aborting the operation, when a
system emission lands on a caller-claimed identifier. Covered by a new
engine-level test.

### Caller-side provisioning removed

The imperative INDEX view + view-field provisioning is removed from
`ObjectMetadataService.createOneObject`. The record-page `FIELDS_WIDGET`
view is intentionally left caller-side and deferred to the follow-up
(see below).

### `twenty-standard` convergence

Standard INDEX views and their view fields converge on the same
derived-identifier + `isSystemSideEffect: true` scheme as the engine.
`twenty-standard` syncs through the from/to migration path (which never
runs the side-effect engine), so it authors this INDEX surface itself,
matching what the engine produces for custom objects.

## Rollout

Two `2.26.0` workspace commands, running after the `2.25`
messageCampaign commands:

- `upgrade:2-26:reconcile-index-view-universal-identifier` re-owns the
INDEX views of the **twenty-standard and workspace-custom applications**
and all their view fields to the derived identifiers with
`isSystemSideEffect: true`, in a single per-workspace transaction. Each
view field identifier is keyed on the application of the **displayed
field** (an app or user column on a standard INDEX view converges too).
Soft-deleted views and view fields are skipped: one can coexist with an
active successor on the same derivation inputs and both would derive the
same identifier. Children reference the view by primary key, so the
re-own is lossless.
- `upgrade:2-26:demote-and-backfill-application-index-view` handles
**manifest-installed applications**, which never had their INDEX view
auto-provisioned: every caller-authored INDEX view of another
application is demoted to `key: null` (a plain additional view under its
manifest identifier), then every application object gets the
engine-owned INDEX view and its full view-field layout backfilled
through the migration pipeline's legacy path (no side-effect expansion),
views committed before view fields across applications since a view
field belongs to the application owning its field. Idempotent and
retry-safe: engine-owned INDEX views are neither demoted nor
re-backfilled, and view creation and view-field creation are gated
independently, so a retry after a partial failure still backfills the
missing view fields of an already-committed view.

Both support `--dry-run` and invalidate the full flat-maps closure
(parents aggregate the re-owned identifiers, children resolve them as
universal foreign keys, and page-layout widget universal configurations
resolve view PKs at cache-build time).

The `2.25` `upgrade:2-25:add-message-campaign-name-field` command is
adapted to resolve the campaign INDEX view by its INDEX key on the
object instead of by universal identifier: it now runs before the
reconcile, on workspaces still holding legacy identifiers.

## ⚠️ Breaking change

This PR **mutates 187 previously hardcoded universal identifiers** — the
standard objects' INDEX views and their view fields (the literals
removed from `standard-object.constant.ts`), now derived.

- **Handled by the `2.26` commands above** for all existing workspaces.
- **The INDEX key is now engine-reserved.** The flat view validator
rejects caller-created INDEX views (API and manifest inputs are forced
`isSystemSideEffect: false`) and enforces a single non-deleted INDEX
view per object; `view.key` is no longer a comparable/updatable
property, so no writer can promote or demote a view after creation.
`ViewManifest.key` is deprecated and ignored (manifest views are always
additional views, so old apps keep syncing and demoted views are not
promoted back); the REST/GraphQL create path now rejects `key: INDEX`.
In-repo example apps (`hello-world`, `document-generator`) no longer
declare it.
- **12 declared-but-never-seeded standard INDEX view field identifiers
deleted** (the former `preservedViewFields` on `timelineActivity`,
`workflowRun` and `workspaceMember`): after the reconcile, no workspace
row references them.
- **`computeFlatViewFieldsToCreate` now derives view field identifiers**
instead of drawing `v4()` ones, which also changes what the committed
`1-23` record-page backfill produces going forward (deliberate,
documented in-code).
- **Record-page views and view fields are not affected** (identifiers
unchanged).
- **In-repo apps: `twenty-last-contact` updated.** It was the only app
declaring explicit INDEX view fields (10 columns across `allPeople` /
`allCompanies` / `allOpportunities`) through manifest `viewFields`.
Those target identifiers are now engine-owned and derived, so the
manifest inputs no longer resolve and install failed with `View not
found`. The app now declares only its fields; the engine's
`fieldIndexViewFieldOnCreate` provisions the matching INDEX view field
automatically. No other app under `packages/twenty-apps` references any
of the 187 mutated identifiers, and apps that target standard views
point at record-page views (e.g. `real-estate` →
`opportunityRecordPageFields`) or their own objects (`twenty-partners`),
all unchanged.

### Loss of granularity for app maintainers

The engine now owns the INDEX view field of every field a caller adds to
an object, so app maintainers lose direct control over those columns.
Previously an app could target the engine-owned INDEX view with an
explicit manifest `viewField` and set its `position` and `isVisible`.
Now `fieldIndexViewFieldOnCreate` appends a **hidden** view field in
caller-input order on field creation, so:

- Columns an app previously showed at a **dedicated position** and
**visible** (e.g. `twenty-last-contact`'s last-contact columns) become
**hidden** and **appended in input order** after install.
- There is currently **no manifest way to override** the
engine-provisioned INDEX view field's position, visibility, or size.

This is a deliberate regression accepted for the sake of
single-ownership, and app maintainers should expect their INDEX columns
to move/hide after upgrading. A follow-up override API will let
maintainers reclaim per-field control over the engine-provisioned INDEX
view field.

## Testing

- Unit specs for each handler: object create (system fields + INDEX
view/view fields, override, position offset), field create (same-batch
vs existing-object, non-displayable noop, no-INDEX-view noop), field
delete, object delete (fields/indexes/searchFieldMetadata/views/view
fields cascade, reverse-relation view field on another object).
- Engine-level test for the reserved-identifier collision.
- `twenty-standard` guard test that its INDEX views/view fields stay on
the derived scheme and stay system-owned.
- Integration test: full engine provisioning of the INDEX view/view
fields on object creation, same view id preserved across an object
rename, and cascade delete on object deletion.

## Follow-up

The full record-page stack (record-page view, its view fields, view
field groups, page layout / tab / widget) is still built imperatively
and moves into the engine in
https://github.com/twentyhq/core-team-issues/issues/2721.
2026-07-29 13:32:21 +00:00
Félix Malfait 6cc7ed7570 Make solo tabs first-class: derived presentation, native editing, unified widget header (#23109)
## Why

Full-page record tabs (Timeline, Tasks, Notes, Files, Emails, Calendar,
Flow) were encoded by storing a `CANVAS` layout mode. That made them a
separate species: editing one didn't feel native (no drag handles, no
way to add a second widget, the tab couldn't adapt), and the widget
pipeline was full of `layoutMode === CANVAS` branches.

This PR replaces the stored mode with two derived rules and one unified
header grammar:

> **Presentation is derived from content, never stored.**
> A list tab with exactly **one widget** renders it **solo**
(full-bleed, it owns the tab). Anything else is a **stack** of boxed
cards. **Edit mode always shows the stack structure.**

No widget taxonomy, no per-type branches: any lone widget owns its tab.

## What

**Presentation model**
- `getTabPresentation({ widgets, layoutMode, isInEditMode })`: solo iff
a list tab has exactly one widget in view mode; grid tabs (dashboards)
and edit mode are always stacks. The pinned left panel is always a
column (a surface rule, not a widget rule).
- Solo view rendering is identical to the old CANVAS rendering
(container height, internal scroll).
- Stacked widgets in the main tab area get one bounded slot rule
(`max-height` + own scroll) so no widget swallows the tab;
pinned/side-column stacks keep their flowing behavior. This only binds
on user-composed mixed tabs, which could not exist before.

**Native editing (the point of the PR)**
- Every record-page tab is edited through the same vertical-list editor:
drag handle, reorder, remove, add widget. Add a second widget to a
Timeline tab and it becomes a stack; remove back down to one and it's
solo again. Nothing is stored, nothing to migrate.
- Fixes the stuck-drag bug found while testing the preview: widgets
publishing header info republished a fresh object on every render
(activity cards build their action from non-memoized hook returns), and
since the widget chrome reads that state above the widget content, any
tab with an activity card sat in an infinite render loop. The loop
starved React's transition lane, which dnd-kit's drop teardown waits on,
so the drag clone and drop outlines froze on screen after a drop. The
header hook now republishes only on real value changes and routes
onClick through a stable wrapper, so callers need no memoization. The
page-layout drag provider also disables the Feedback drop animation so
clone cleanup is synchronous at drop time.

**Unified widget header API**
- A widget's content can publish header info to its chrome via
`usePublishWidgetHeaderInfo({ count, primaryAction })`: a count rendered
in grey next to the title, and a primary action (icon button with
accessible name) on the right in view mode. Instance-scoped state keyed
by widget id, so third-party widgets (front components) can use the same
seam later; the hook no-ops outside a page layout (stories, previews)
and is safe to call with inline, non-memoized values.
- A solo widget's header only appears when the widget published
something: the tab label already names it, so a bare title row adds
nothing. Timeline/Flow tabs stay exactly as today.
- Emails, Tasks, Notes, Files, Calendar publish their count (query
totals, not loaded-page lengths) and action (Compose, New task, New
note, Add file) and stop rendering internal title rows ("Inbox 12", "All
5"): exactly one header per widget everywhere, same grammar.
`ComposeEmailButton`, `AddTaskButton` and the title/button plumbing in
`NoteList`/`AttachmentList`/`TaskList` are deleted.

**Object-aware tabs**
- The hardcoded `SYSTEM_OBJECT_TABS` title allowlist is gone. A tab
renders based on whether the target object supports its widgets: widgets
that read through a relation (Tasks, Notes, Files, Timeline) require the
relation field to exist and be active, while Emails and Calendar
aggregate through the messaging timeline, so a missing participants
relation is fine (Company) and a deactivated one is an explicit opt-out.
System objects on the shared default layout keep exactly Home +
Timeline, now by derivation instead of hardcoded titles.

**Data cleanup**
- Seeds (frontend defaults, server standard template, `twenty app`
scaffolder, docs) write `VERTICAL_LIST`;
`PageLayoutTabLayoutMode.CANVAS` is `@deprecated`, kept read-only for
layouts persisted before this change (they render correctly through the
derivation; no data migration, by design: an in-place flip can't pass
the widget-position/tab-layoutMode validator atomically, and it isn't
needed).
- Locale catalogs are intentionally untouched: the i18n pipeline
extracts and translates the new header labels on main; they fall back to
their English source until then.

## Deliberate view-mode changes (approved)

- A lone widget of any type now owns its tab full-bleed: lone Fields tab
(mobile/side panel), lone rich-text Note tab, lone chart, and the
message-thread page lose their card box.
- Activity tabs show the unified header (title, grey count, + action)
instead of their internal "Inbox 12"-style rows.

Everything else is pixel-parity, including solo scroll behavior and
dashboards.

## Test plan
- `nx typecheck twenty-front` / `twenty-server`: clean; oxlint/oxfmt on
the changeset: clean
- 239 suites / 1474 tests across page-layout, activities, side-panel
pass, including new tests for `getTabPresentation` (count-based,
edit-mode override) and `usePublishWidgetHeaderInfo` (publish, cleanup
on unmount, no-op outside a widget, referential stability across
re-renders with inline actions, latest-onClick wrapper)
- `getTabsRenderableForTargetObject` tests covering missing vs
deactivated relations, Emails/Calendar without a participants relation,
and non-relation widgets
- Stuck-drag repro verified fixed end to end against a local stack with
an instrumented dnd-kit: before the fix the affected tab committed ~65
renders/second at idle and drops never tore down; after it, idle commits
are flat and every drop cleans up
2026-07-24 15:02:02 +00:00
nitin 79f3a5243a Add callAppRoute to RestApiClient (#22863)
Adds a `callAppRoute` method to `RestApiClient` in
`twenty-client-sdk/rest`. It calls one of the app's own HTTP routes
using the injected `TWENTY_FUNCTIONS_URL`, resolved internally the same
way the client already resolves `TWENTY_API_URL`, so app code no longer
reads env vars or knows how function routes are hosted.

Both app runtimes already go through `RestApiClient` for route calls
(logic functions and front components), so both get this in one place;
front components keep the existing 401 token-refresh flow.

Pairs with #22825, which makes the injected `TWENTY_FUNCTIONS_URL`
callable in every topology (app custom domain -> workspace isolated
functions domain -> `SERVER_URL/s`).

Once this ships in an SDK release, Call Recorder's own-route plumbing
(logic-function and front-component utils) drops its URL resolution and
calls `client.callAppRoute(path, body)`.

---------

Co-authored-by: martmull <martmull@hotmail.fr>
Co-authored-by: cubic-dev-ai[bot] <191113872+cubic-dev-ai[bot]@users.noreply.github.com>
2026-07-15 18:07:16 +00:00
martmull 23cae2040a Improve application asset management (#22564)
App manifests could point the logo and screenshots at either external
URLs or public folder paths, and that was handled inconsistently across
install, sync and the marketplace.

This makes assets always bundled files:

- Manifests now use `logo` and `galleryImages` (a `string[]` of public
folder paths) instead of `logoUrl` and `screenshots`. The old fields
still work but are deprecated. Gallery order comes from the array index.
Normalization (deprecated-field migration, and warning about + ignoring
external URLs) happens in `defineApplication`, so the warnings surface
at define time.
- Logo is stored as a File record (`logoFileId`).
- The registration gallery is configured via a `settings` jsonb column
on `applicationRegistration` (`{ galleryImages: string[] }`) — populated
from the manifest, read by the marketplace detail (falling back to the
legacy `screenshots` column, then the manifest). No dedicated gallery
table.
- The marketplace detail DTO and front now use `galleryImages`.

Verified against a local Postgres: the fast instance commands run with
no pending-migration diff, the schema is correct, and the server boots.
Typecheck, lint, codegen and the application unit tests pass.

Not included yet: rehosting assets into storage for npm catalog and
tarball registrations, versioned cache busting on the serving route, and
a backfill for existing installs.

<a
href="https://cubic.dev/pr/twentyhq/twenty/pull/22564?utm_source=github"
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2026-07-10 09:18:52 +00:00
martmull e0bd4ab732 docs(apps): make the workspace functions URL the primary route-serving story (#22693)
Part 5 of the app-docs audit series (after #22688–#22691).

## The problem

`front-components.mdx` warns that the legacy `/s/` route is deprecated
and **deactivates on 2026-07-24** (16 days from now), but the rest of
the docs still teach `/s/` as the only serving path:
`logic-functions.mdx` ("Exposes your function ... under the `/s/`
endpoint"), `logic/overview.mdx` ("A request hits your `/s/<path>`
endpoint"), and the document-generator tutorial fetches
`${TWENTY_API_URL}/s/...` from front-component code. A developer
following those pages today ships an app that breaks on Cloud in two
weeks.

## What this changes

- **logic/logic-functions.mdx** — httpRoute triggers are described as
served at the workspace's functions base URL (what the server injects as
`TWENTY_FUNCTIONS_URL`; a dedicated per-workspace domain on Cloud, per
`WorkspaceDomainsService.buildPublicFunctionBaseUrl`), with a warning
box covering the `/s/` deprecation and the self-host fallback.
- **logic/overview.mdx** — trigger table no longer hardcodes
`/s/<path>`.
- **document-generator tutorial** — the `curl
http://localhost:2020/s/...` examples stay (they're correct against the
local dev image, where no isolated functions domain exists), with a note
explaining the Cloud behavior. The front-component code snippets now use
the `TWENTY_FUNCTIONS_URL || TWENTY_API_URL + '/s'` fallback pattern —
the same one Twenty's own published apps use (e.g.
`packages/twenty-apps/public/call-recorder`).

Only English sources were touched; `l/<locale>` copies come from
Crowdin.

---
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Co-authored-by: Martin <martin@twenty.com>
2026-07-09 10:41:12 +02:00
martmull 5c1e7dd559 docs(apps): fix stale CLI commands in getting-started and operations pages (#22688)
Part 1 of a series of small PRs from a full audit of the app-development
docs (every claim was cross-checked against `twenty-sdk`,
`create-twenty-app`, and a scaffolded app).

## What this fixes

**quick-start.mdx**
- `yarn twenty server` does not exist — replaced with `yarn twenty
docker:start` (the command every other page uses, and what the CLI
actually ships).
- The scaffolder is non-interactive since create-twenty-app 2.x: there
is no "name and description" prompt and no "Would you like to set up a
local Twenty instance?" prompt (that screenshot was removed). It
auto-starts the local Docker server and authenticates with the
pre-seeded dev key; OAuth (browser sign-in + Authorize) only happens for
remote `--url` targets or `--authentication-method oauth`.
- `--debounceMs` default is `1000`, not `2000` (see `twenty dev
--help`).
- The one-shot section now teaches `twenty plan` / `twenty apply`; `dev
--once` / `--dry-run` are marked as the deprecated aliases they are in
the CLI help.
- Node prerequisite tightened to 24.5+ to match `engines.node: ^24.5.0`.

**operations/sync-and-recovery.mdx**
- Command matrix, previewing section, and recovery ladder switched from
the deprecated `dev --once [--dry-run]` to `plan` / `apply` (heading
anchor updated accordingly).

**operations/cli.mdx**
- Added a complete command overview table (the page previously omitted
`plan`, `apply`, `dev:translations-extract`, `dev:catalog-sync`, and the
whole `docker:*` group without pointing anywhere).
- Added `remote:status` and `remote:remove`, and the `--preInstall` exec
flag.

**tutorials/document-generator/publishing.mdx**
- Pre-publish check now uses `yarn twenty plan`.

Only English sources were touched; `l/<locale>` copies come from
Crowdin.

---
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---------

Co-authored-by: Martin <martin@twenty.com>
Co-authored-by: Weiko <corentin@twenty.com>
2026-07-09 10:25:09 +02:00
martmull 07a921f8ca Add Document Generator SDK app + step-by-step tutorial (#22522)
## What & why

This adds a **guided tutorial** that teaches the Twenty SDK by building
one real, useful app end to end — plus the finished app itself, ready
for the marketplace.

The app, **Document Generator**, turns reusable templates into
personalized documents using CRM data: write a template once with
`{{placeholders}}`, then generate a filled-in document for any Person or
Company from the command menu, an AI agent, or a workflow.

## Two parts

**1. The app — `packages/twenty-apps/public/document-generator`**

Each capability maps to one tutorial chapter:
- **Data:** `documentTemplate` + `document` objects, fields, and a
bidirectional relation
- **Logic:** a single `generate-document` handler exposed as an **AI
tool**, a **workflow action**, and an **HTTP POST route**; plus a public
**HTML view route**
- **UI:** two views + sidebar navigation, a **command-menu item** (on
Person selection) that opens a **React front component**
- **AI:** an agent + skill; a default application role; marketplace
metadata + logo
- **Tests:** unit tests for the template renderer + an install
integration test

**2. The tutorial —
`packages/twenty-docs/.../apps/tutorials/document-generator/`**

A six-chapter series under **Developers › Apps › Tutorial** (Overview →
Data model → Generating documents → HTTP routes → Building the UI → AI
agent → Publishing). Minimal prose, paste-ready code, inline links to
the matching reference pages, and real screenshots. Registers a new
"Tutorial" nav group and regenerates `docs.json` + the navigation
template.

## Verification

Validated against a running Twenty instance (`twenty-app-dev` on
`:2020`):
- `twenty dev --once` installs cleanly (28 metadata objects created)
- Generated a real document from a Person — placeholders resolved (name,
job title, `company.name`, email), zero missing tokens
- Command menu → front component → generate flow works in the UI
- Public HTML view route renders the document
- App gates green: `yarn lint` (0/0), `yarn typecheck`, `yarn test:unit`
(7/7)

All screenshots in the tutorial are captured from this run.

## Notes
- Left out per-app CI workflows (`.github/workflows`) to keep scope
tight — happy to add them if wanted.

https://claude.ai/code/session_012FoC76zPbPmpgtN7MXMPwy

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Co-authored-by: github-actions <github-actions@twenty.com>
2026-07-07 11:13:34 +02:00