Commit Graph

13 Commits

Author SHA1 Message Date
Raphaël Bosi 566c3b6629 Remove v1 onboarding and rely only on v2 (#22398)
https://github.com/user-attachments/assets/a6bfaac3-6c79-4fd5-999a-e6a70cff8ac8


Removes the old (v1) signup and onboarding flow now that v2 is the only
path, and drops the `isOnboardingV2` flag entirely. The surviving
(formerly-v2) pages reclaim the canonical `AppPath` members and clean
URLs (`/welcome`, `/verify`, `/workspace-activation`, `/create/profile`,
`/sync/emails`, `/install-apps`, `/invite-team`, `/plan-required`).

- Deletes the v1 pages, the v1 workspace-creation form, the
`isOnboardingV2State` flag + `onboardingV2` URL-param plumbing, and
`InstallAppsAutoSkipEffect`.
- Collapses the router and page-change navigation matrix to a single set
of paths, and renames the v2 components/stories to drop the `V2` suffix.

Follow-up fixes so the single flow behaves correctly on every
deployment:

- Restore the captcha-token, query-param and pageview effects on the
default (root) domain, and serve `/authorize` there so OAuth login keeps
working.
- Gate the invite-team → `/plan-required` interception on billing so
billing-disabled instances aren't trapped on the upgrade page.
- On a cold boot to an auth/onboarding path, show the onboarding loader
instead of the CRM skeleton, and add `/verify-email` and
`/plan-required/payment-success` to that loader path list.
- Add a retry to PaymentSuccess after the confirmation timeout, fix the
InstallApps icon crossfade, restyle the book-call pages for the
full-page layout, and delete code orphaned by the v1 removal.
- Extract the pageview/captcha/query-param logic out of
`PageChangeEffect` into standalone Effect components shared by the root
and workspace app trees.

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---------

Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
2026-07-03 16:12:34 +00:00
Raphaël Bosi 2e6077383b Add install your first apps onboarding V2 step (#22347)
https://github.com/user-attachments/assets/5326d48f-1842-4db1-bc7c-94852145c035


<img width="838" height="754" alt="CleanShot 2026-06-30 at 16 25 05@2x"
src="https://github.com/user-attachments/assets/5c7d53d7-4d65-4e35-aed1-edf0c104e140"
/>


Adds an "Install your first apps" step to the V2 onboarding, shown right
after import-contacts. It lets users opt into installing marketplace
apps (Call recorder and People Data Labs for now) during onboarding.

- New backend `OnboardingStatus.APPS_INSTALLATION` (between SYNC_EMAIL
and PROFILE_CREATION); V1 auto-skips it.
- The primary button sends the selected app ids to the server via
`triggerInstallAppsOnboardingStep`, which enqueues a dedicated job that
installs them asynchronously so onboarding isn't blocked. Skip continues
without installing.
- The workspace is credited per app on successful installation. Credits
are env-driven via `ONBOARDING_INSTALL_APPS_CREDITS_REWARD_PER_APP`,
shown as "Earn +N free credits (1 per tool)".

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2026-07-01 12:25:16 +00:00
Raphaël Bosi facdbb5ba8 v2 onboarding: dedicated verify step and upgrade-free-trial as the last step (#22303)
https://github.com/user-attachments/assets/b1ee4f77-c6d7-4638-b9f1-dd801d1cc0db

Completes the onboarding-v2 flow: a dedicated verify step, the
reordering that makes the plan step come last, and the
upgrade-free-trial page itself.

## Verify step (`/verify-v2`)
After the cross-domain token exchange, v2 sign-ups land on a clean
`BlankLayout` "Verifying your email" screen (fading Twenty logo) instead
of the v1 `AuthModal` flashing over the background mock. The redirect
target is chosen from `isOnboardingV2` (read from the Jotai store at
redirect time). The pulsing logo is extracted into a shared
`OnboardingPulsingLogo`, reused by the workspace-activation loader.
`/verify-v2` joins the same exempt lists as `/verify` (ongoing-creation
guard, metadata gater, apollo unauthenticated handler, captcha, page
title) — intentionally not `useShowAuthModal`, which is what drops the
modal.

## Plan step is now last
`getOnboardingStatus` checks `PLAN_REQUIRED` after invite-team instead
of first, so onboarding runs workspace activation → email → profile →
invite → plan. This is what lets the upgrade step be reached as the
final step instead of gating right after sign-up. Applies to both v1 and
v2 (same order).

## Upgrade free trial page (`PlanRequiredV2` → `ChooseYourPlanV2` /
`UpgradeFreeTrial`)
The final step, full-screen under `BlankLayout` via
`OnboardingV2Layout`, matching the Figma (billing card with the Stripe
form, the "Basic / without credit card" option, trial + credits pills).
Reuses the v1 `ChooseYourPlanContent` billing logic
(`SubscriptionPaymentForm`, `useHandleCheckoutSession`). The "+N free
credits" reward comes from
`clientConfig.onboarding.upgradeCreditsReward` (sourced from
`BILLING_FREE_WORKFLOW_CREDITS_FOR_TRIAL_PERIOD_WITH_CREDIT_CARD`).

## Also
Fixes a latent staleness in the Apollo `onUnauthenticatedError` handler
— it captured `location` from the memoized client, now read via a ref —
so auth-path exemptions are correct after navigation.

Note: the onboarding step order change affects v1 too (plan becomes its
last step as well).
2026-06-29 16:32:30 +00:00
Raphaël Bosi db7d8172f7 Add v2 onboarding invite team page (#22229)
<img width="3024" height="1500" alt="CleanShot 2026-06-26 at 18 09
47@2x"
src="https://github.com/user-attachments/assets/e91f30a5-2763-42a0-9abf-d9fa8400870c"
/>


Adds the v2 onboarding **Invite team** page (`INVITE_TEAM`), shown right
after the create-profile step for the onboarding-v2 cohort. It renders
full-screen under `BlankLayout` via the shared `OnboardingV2Layout`,
matching the Figma (340px column, email inputs with inline remove, dark
Invite, Skip).

Reuses all v1 invite-team logic via a new `useInviteTeam` hook (v1
`InviteTeam` now consumes it too; its UI is unchanged). Routing mirrors
`SyncEmailsV2`/`CreateProfileV2`: new `AppPath.InviteTeamV2`, lazy
route, and an `isOnboardingV2`-gated branch in
`usePageChangeEffectNavigateLocation` (+ tests and a Storybook story).

No backend changes.

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2026-06-29 13:53:07 +02:00
Félix Malfait 538b180824 feat(dpa): self-serve Data Processing Agreement generator (#22243)
## What

A single, region-aware DPA that serves all customers, generated
automatically from the customer's deployment. Two layers:

1. **Click-through DPA** — recorded at signup (acceptance = execution),
resolving merge fields from the deployment region. Cloud only.
2. **In-app signed-PDF generator** — Settings → Legal → Generate DPA:
preview the agreement, enter legal entity + authorized signatory,
download a PDF pre-signed by Twenty, and store the executed copy against
the workspace with its template version + timestamp. Deep-linkable at
`/dpa` (login-gated) for `twenty.com/dpa`.

## How it resolves

A typed variable matrix (`dpa-region-config.constant.ts`) maps the
deployment region to the contracting Processor entity and terms:

- **EU (default)** → Twenty.com SAS, hosting EU/Frankfurt, governing law
France, SCC section dormant.
- **US (custom)** → Twenty, Inc., hosting US, SCC section active.

Region is a deployment-wide setting (`DPA_DEPLOYMENT_REGION`, default
EU) behind a `DpaRegionService` seam so it can later become
per-workspace without touching callers. The legal text is verbatim from
the template (generated into `dpa-template.constant.ts` directly from
the source `.docx`); only the 6 merge fields are filled and the SCC
sections (7.2–7.5) stay in the document for every region per the spec —
only field values branch. Sub-processors are deferred to
trust.twenty.com (not enumerated). Billing stays decoupled (Twenty, Inc.
remains merchant of record regardless of Processor).

## UI

Standard list + create-page pattern (mirrors API keys / webhooks): a
list of executed copies (with re-download) — or the agreement preview
when none exists — and a top-right blue **Generate DPA** CTA opening a
standard create page. The "Legal" item is intentionally **not** in the
settings menu; the page is reached via the `/dpa` deep link.

## Notable implementation details

- **PDF** is rendered server-side with `@react-pdf/renderer`. The
built-in standard-14 fonts only encode ASCII and crash on the template's
curly quotes / em–en dashes / accented Latin, so Liberation Sans (OFL)
is **subset to a Latin glyph set and embedded as base64 data: URLs** —
no font files to ship or resolve at runtime (works in dev, prod-Docker
and CI).
- New `core.dpaAgreement` table via a fast instance command (FK hash
reproduced to match TypeORM).
- Self-hosted deployments (billing disabled) skip click-through
recording and stamp a prominent "not a valid agreement" banner on the
preview and PDF.

## Tests

- Unit: resolver (per-region entity/law/SCC state, EU default, no
unresolved `{{ }}`, SCC sections present in both regions, self-hosted
notice) and HTML renderer.
- Integration (`test/integration/graphql/suites/dpa`): preview has no
unresolved fields; `generateSignedDpa` renders + persists + returns a
downloadable PDF (asserted with accented input to guard the font
regression); list re-download.

## ⚠ Needs legal input before go-live (marked `TODO_CONFIRM` in
`dpa-region-config.constant.ts`)

- Registered-office addresses for Twenty.com SAS and Twenty, Inc.
- US deployment governing law (the template only specifies France).
- DPO name and the Twenty pre-signed authorized signatory name/title.

## Out of scope (flagged per spec)

Intra-group legal agreement and any Stripe/billing-entity changes. A
future e-sign provider would plug in at `DpaService.generateSignedDpa` +
the signatory input.

> Draft until the integration test passes in CI and the legal
`TODO_CONFIRM` values are supplied.

https://claude.ai/code/session_01Ahjydxx6J1souz1s1NeA9a

---
_Generated by [Claude
Code](https://claude.ai/code/session_01Ahjydxx6J1souz1s1NeA9a)_

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2026-06-27 17:46:38 +02:00
Raphaël Bosi c891258f34 Add v2 onboarding create profile page (#22221)
<img width="3024" height="1498" alt="CleanShot 2026-06-26 at 15 30
23@2x"
src="https://github.com/user-attachments/assets/8b4863a9-66ed-4da1-851b-473cedf71511"
/>

<img width="3022" height="1500" alt="CleanShot 2026-06-26 at 15 29
43@2x"
src="https://github.com/user-attachments/assets/22fc0e94-f670-4638-975c-f06b2b2e25e8"
/>

Adds the v2 onboarding **Create profile** page, shown right after the
import-contacts step (`PROFILE_CREATION`) for the onboarding-v2 cohort.
It renders full-screen under `BlankLayout` via the shared
`OnboardingV2Layout`, matching the Figma (340px column, inline round
avatar uploader + First/Last row, Job Title, dark Continue). The v1
modal flow is untouched and still used for non-v2 users.

Job Title is wired end-to-end: it adds a real `jobTitle` field to the
`WorkspaceMember` standard object (shared metadata constant + flat field
metadata + entity property) and a `2-17` workspace upgrade command to
backfill the field on existing workspaces. Continue persists name +
jobTitle through the existing `updateWorkspaceMemberSettings` mutation,
whose allow-list picks up the new standard field automatically.

Routing mirrors `SyncEmailsV2`: new `AppPath.CreateProfileV2`, lazy
route, and an `isOnboardingV2`-gated branch in
`usePageChangeEffectNavigateLocation` (+ tests and a Storybook story).

Reviewer notes:
- `jobTitle` is **write-only** for now (no read-back path: core
DTO/transpiler/fragment unchanged), and the field is
`isSystem`/non-UI-editable to match its siblings. Easy to surface later
if wanted.
- New `OnboardingProfilePictureUploader` is a compact round avatar
uploader reusing the same upload mutation flow as
`WorkspaceMemberPictureUploader`.


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2026-06-26 17:34:44 +02:00
Raphaël Bosi 8f7d6c24dd Add v2 onboarding import contacts page and unify the onboarding v2 shell (#22212)
<img width="3024" height="1668" alt="CleanShot 2026-06-26 at 13 29
28@2x"
src="https://github.com/user-attachments/assets/9bdd0029-45eb-4ddb-859f-eaab9bb61406"
/>

Adds the new v2 onboarding **Import contacts** step (email + calendar
import), shown right after workspace creation in the v2 flow. The
presentational page was designed in a previous PR; this wires it in and
unifies the shell.

**What changed**
- Reuses and unifies the existing v2 onboarding shell: extracts
`OnboardingV2Layout` + `OnboardingV2Header` (the back + logo header, now
with the free-credits pill), and the `SignInUpV2` workspace-creation
step renders through it (old `SignInUpV2Header` removed).
- New `SyncEmailsV2` route (`/sync/emails-v2`) under `BlankLayout`,
wired to the same OAuth/skip hooks as v1 `SyncEmails`.
- The `SYNC_EMAIL` step routes to the new page only when
`isOnboardingV2` is set (mirrors the existing `WorkspaceActivation` →
`WorkspaceActivationV2` branch); the v1 modal is unchanged for the
non-v2 flow.
- No backend changes — reuses the `SYNC_EMAIL` status and
`skipSyncEmailOnboardingStep` mutation.

**Reviewer notes**
- Connect defaults to `METADATA` (private) visibility to match the "Only
you will be able to see your emails and events" note (v1 had a selector
defaulting to `SHARE_EVERYTHING`).
- The header free-credits pill shows `0` for now (no current-workspace
credits source on the frontend yet).
- The back button is hidden on the import page (no meaningful "back"
after workspace creation); unchanged on the workspace-creation step.
2026-06-26 12:54:52 +00:00
Raphaël Bosi cb49a7a053 Add v2 onboarding loading screen while creating workspace (#22152)
https://github.com/user-attachments/assets/cc7b1d10-7495-4f21-9311-4c22c0f14771

Adds the full-screen loading screen shown while a new workspace is being
created in the v2 sign-up flow (`SignInUpV2`), building on the v2
"Create your workspace" step.

How it works:
- Submitting the v2 create-workspace form marks the flow as v2
(`isOnboardingV2State`) and creates the workspace. The flag is carried
across the cross-subdomain redirect with an `onboardingV2=true` URL
param, so v2 users land on a new `/workspace-activation-v2` route
instead of v1's `/workspace-activation`.
- `WorkspaceActivationV2` runs the real `activateWorkspace` mutation on
mount and renders the loader: a pulsing Twenty logomark above a stack of
status messages that shift up one at a time, cycling once per second.
There is no faked/minimum duration; it advances to the next onboarding
step as soon as the workspace is activated.
- On activation failure it shows a "Workspace creation failed" screen
with a Retry button.

v1 onboarding is unchanged. Storybook:
`Modules/Auth/SignInUpWorkspaceActivationV2`.

Note: The flashes will be fixed in later PRs

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2026-06-26 08:46:34 +00:00
Raphaël Bosi c4453923f0 Update CI: Argos visual regression for twenty-front storybook (#21454)
## What

Adds Argos visual regression for `twenty-front`, reusing the storybook
CI already builds and the existing sharded test matrix. Stories in the
`modules` and `pages` scopes are captured as PNGs during
`front-sb-test`, merged into one artifact, and pixel-diffed against
`main` on the self-hosted Argos with results posted as a PR comment —
same pipeline as `twenty-ui` (#21210 / #21262).

## How

- **Capture**: `@argos-ci/storybook` vitest plugin, same setup as
`twenty-ui`. Skipped for `performance` stories (nondeterministic
profiling reports). Freezes framer-motion to avoid flaky diffs (#21412).
- **Sharding**: each modules/pages shard uploads a partial artifact; a
new `front-sb-screenshots` job merges them into
`argos-screenshots-twenty-front` (`overwrite: true` so re-runs work).
- **Baselines**: `CI Front` now runs on `push: main` — Argos resolves
base builds by exact merge-base commit, so every main commit needs a
build (#21217/#21222 pattern). Main pushes get a per-SHA concurrency
group so back-to-back merges can't cancel queued runs and leave baseline
gaps; the `performance` scope is dropped on push.
- **Dispatch**: `visual-regression-dispatch.yaml` watches `CI Front` →
`project=twenty-front`.

## Rollout

-  Prod Argos project `twenty-front` created (id 68) +
`ARGOS_TOKEN_FRONT` secret set
-  Merge the twentyhq/ci-privileged companion PR **before** this one
- First PR builds show as *orphan* until the first main push creates a
baseline
  (expected, same as the twenty-ui rollout)
2026-06-12 13:36:16 +00:00
Félix Malfait f7cde28dd6 🔧 Restore PRs #14348 and #14352 that were reverted by PR #14347 (#14359)
## Problem

**CRITICAL:** Two PRs were accidentally reverted when PR #14347 "Prevent
csv export injections" was merged:

1. **PR #14348** "[Page Layout] - Review Refactor" -  **RESTORED**
2. **PR #14352** "Fix wrong path used by backend" -  **RESTORED**

## Root Cause Analysis

During the merge of PR #14347, there was a complex merge conflict with
PR #14352 "Fix wrong path used by backend". The merge commit
`324d7204bb` in the PR #14347 branch brought in changes from PR #14352,
but during the conflict resolution, **BOTH PR #14348 and PR #14352's
changes were accidentally overwritten**.

## What This PR Restores

This PR restores **BOTH** PRs by cherry-picking their commits:

###  PR #14348 Changes Restored:
- `GraphWidgetRenderer.tsx` - was deleted, now restored
- `WidgetRenderer.tsx` - was missing, now restored  
- `SettingsPageLayoutTabsInstanceId.ts` - was deleted, now restored
- `useUpdatePageLayoutWidget.ts` - was renamed back, now restored with
correct name
- Multiple test files that were deleted
- Several hook files that were renamed/reverted
- File renames: `usePageLayoutWidgetUpdate.ts` →
`useUpdatePageLayoutWidget.ts`
- Hook refactoring and test file organization
- Page layout component improvements

###  PR #14352 Changes Restored:
- **Types moved to twenty-shared:**
  - `packages/twenty-shared/src/types/AppBasePath.ts`  RESTORED
  - `packages/twenty-shared/src/types/AppPath.ts`  RESTORED
  - `packages/twenty-shared/src/types/SettingsPath.ts`  RESTORED
- **Navigation utilities moved to twenty-shared:**
- `packages/twenty-shared/src/utils/navigation/getAppPath.ts`  RESTORED
- `packages/twenty-shared/src/utils/navigation/getSettingsPath.ts` 
RESTORED
- **200+ import statements updated** across the codebase to use
twenty-shared
- **Old type files deleted** from twenty-front/src/modules/types/

## Evidence of Complete Restoration

**Before (reverted state):**
-  Types were in `packages/twenty-front/src/modules/types/`
-  Page layout files missing
-  Hook files incorrectly named

**After (this PR):**
-  Types correctly in `packages/twenty-shared/src/types/`
-  All page layout files restored
-  Hook files correctly named
-  All import statements updated

## Verification

**Total changes:**
- PR #14348: 36 files changed, 863 insertions(+), 442 deletions(-)
- PR #14352: 243 files changed, 492 insertions(+), 461 deletions(-)
- **Combined: 279 files changed, 1355 insertions(+), 903 deletions(-)**

## Impact

This completely restores both PRs that were accidentally lost, ensuring:
1. Page layout refactoring work is back
2. Type organization and path utilities are correctly in twenty-shared
3. Backend email paths work correctly again
4. No functionality is lost

Fixes the reversion caused by the merge conflict in PR #14347.

---------

Co-authored-by: nitin <142569587+ehconitin@users.noreply.github.com>
2025-09-08 21:48:13 +02:00
Félix Malfait cebcf4f1f5 Prevent csv export injections (#14347)
**Small Security Issue:** CSV exports were vulnerable to formula
injection attacks when users entered values starting with =, +, -, or @.
(only happens if a logged-in user injects corrupted data)

Solution:
- Added ZWJ (Zero-Width Joiner) protection that prefixes dangerous
values with invisible Unicode character
- This is the best way to preserve original data while preventing Excel
from executing formulas
- Added import cleanup to restore original values when re-importing
 
Changes:
- New sanitizeValueForCSVExport() function for security
- Updated all CSV export paths to use both security + formatting
functions
- Added comprehensive tests covering attack vectors and international
characters
- Also added cursor rules for better code consistency

---------

Co-authored-by: Charles Bochet <charlesBochet@users.noreply.github.com>
2025-09-08 17:57:46 +02:00
Félix Malfait 502bd07db9 Fix wrong path used by backend (#14352)
After moving a section on the frontend, this broke the path that was
sent by email on the backend.
This kind of error comes back every ~2-3 month under different forms so
we need a more robust solution: I moved routes to the shared folder,
that way we will share one common source of truth between the frontend
and the backend.

Fixes #14343
2025-09-08 16:07:13 +02:00
Prateek Jain 281bf689fa Make api name editable and add expiry (#6473)
Fixes #6302

---------

Co-authored-by: martmull <martmull@hotmail.fr>
2024-08-02 13:31:06 +02:00