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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 Some articles are outdated or incomplete."*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
BOHEUS e5ac9f5b8b Docs update (#23429)
Follow-up based on comments from
https://github.com/twentyhq/twenty/pull/23266

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---------

Co-authored-by: Félix Malfait <felix@twenty.com>
Co-authored-by: cubic-dev-ai[bot] <191113872+cubic-dev-ai[bot]@users.noreply.github.com>
2026-07-28 16:37:49 +00:00
BOHEUS 975b5c256c Documentation update ( Legal FAQ and more ) (#23266)
New legal section and minor fixes

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2026-07-27 16:47:22 +00:00
Félix Malfait d602f35cbd feat(data-model): custom-indexes management UI and mutations (#20846)
## Summary

Brings indexes management into the per-object Settings tab as a section
under Search (no feature flag, advanced mode only). Admins can create /
delete non-unique indexes with the UI; apps can declare indexes in code
with `defineIndex`. Composite-typed fields are now indexable by picking
a specific sub-column (e.g. `Address > City`).

A few related polish items also land here (invite-user dropdown lands on
the Invite tab; standard warning callout above the new-index form).

## What ships

### UI — custom indexes on per-object Settings
- New section directly under Search, wrapped in
`AdvancedSettingsWrapper`.
- Filter dropdown on the search bar toggles system-index visibility
(shown by default since advanced mode).
- **+ Add Index** button (disabled with tooltip once the per-object cap
is reached) navigates to a dedicated `SettingsObjectNewIndex` page
(matches the field-creation pattern, not a modal):
- Field picker mirrors the webhook event-form layout (rows of dropdowns,
implicit trailing empty row).
- Composite fields surface their sub-properties (`Address > City`,
`Currency > Amount`, …).
  - BTREE / GIN type selector.
- Standard warning Callout: "Use indexes sparingly — each one speeds
reads but slows writes."
- Trash icon on `isCustom: true` rows → confirmation modal →
`deleteOneIndex`.

### Server — `createOneIndex` / `deleteOneIndex` mutations
- Gated by `SettingsPermissionGuard(DATA_MODEL)`.
- `IndexMetadataService` wraps the existing migration runner via
`WorkspaceMigrationValidateBuildAndRunService` so the metadata row and
the SQL index land atomically.
- Validation: rejects empty fields, duplicate `(fieldMetadataId,
subFieldName)` pairs, fields not on the object, requires `subFieldName`
for composite parents, forbids `subFieldName` on scalar/relation,
enforces `MAX_CUSTOM_INDEXES_PER_OBJECT = 10`.
- Delete refuses on `isCustom: false` rows so system indexes can't be
removed via this API.
- Dedicated GraphQL exception handler maps each typed error to the right
transport error class.

### Composite sub-field indexing
- Adds `subFieldName: string | null` column to
`IndexFieldMetadataEntity` (fast instance command).
- The flat-entity flow (`UniversalFlatIndexFieldMetadata`,
`FlatIndexFieldMetadata`, `from-universal-flat-index-to-flat-index`,
runner column resolution) all carry `subFieldName` through.
- For composite parents, the runner uses
`computeCompositeColumnName({...}, property)` for the picked sub-column;
for non-composite parents, behavior is unchanged.
- The `'::'` separator encodes `(fieldMetadataId, subFieldName)` for
dedup on the wire; the frontend uses the same separator inside the
Select component's string value.

### Apps can declare indexes in code (`defineIndex`)
- New `IndexManifest` + `IndexFieldManifest` types in
`twenty-shared/application` wired into the `Manifest` type.
- `defineIndex` SDK helper + `IndexConfig`. CLI manifest builder +
extractor recognize `defineIndex` / `ManifestEntityKey.Indexes`.
- Server: `from-index-manifest-to-universal-flat-index` converter
resolves field IDs, validates composite/scalar `subFieldName` rules, and
delegates to `generateFlatIndexMetadataWithNameOrThrow` for the
deterministic name.
- Orchestrator wires the loop after the field-resolution pass;
per-object cap enforced inline against the manifest.
- Cascade on uninstall is automatic — when an app disappears its indexes
drop with it (universal-flat-entity diff handles it).
- Rich-app fixture ships a real `defineIndex` on `PostCard.status`,
exercising the full manifest → install path in CI.

### Closed for now (open later if needed)
- Apps cannot declare `isUnique` indexes — unique constraints stay with
the field-creation flow.
- Apps cannot use a partial-`indexWhereClause` — the UI surface keeps
the framework's hardcoded allowlist.
- UI cannot create unique or partial indexes either; same reasons.

### Cleanups along the way
- Reused the existing `getCompositeSubFieldLabel` +
`COMPOSITE_FIELD_SUB_FIELD_LABELS` (deleted the duplicates I'd created
early in the PR).
- Moved `MAX_CUSTOM_INDEXES_PER_OBJECT` to `twenty-shared/constants`
(single source for FE + BE).
- Replaced inline `isDefined(x) && x !== ''` with `isNonEmptyString`
(from `@sniptt/guards`).
- Hoisted the per-object fields Map + inlined the cap counter into the
indexes orchestrator loop (drops the install scan from O(indexes ×
totalFields) to O(totalFields + indexes)).
- Per design-feedback: page-based create flow (not a modal), filter
dropdown on the SearchInput (not a separate toggle), webhook-style
picker, field icons.

### Unrelated polish that lands here
- "Invite user" link in the multi-workspace dropdown now lands on the
Invite tab directly (`#invite`) instead of the first tab of the members
page.

## Test plan
- [ ] `npx nx typecheck twenty-server / twenty-front / twenty-sdk /
twenty-shared` — passes
- [ ] `npx nx lint:diff-with-main twenty-server / twenty-front` — clean
- [ ] `npx jest index-metadata.service.spec` — green
- [ ] `npx jest from-index-manifest-to-universal-flat-index` — green
(new converter spec, 8 cases)
- [ ] `npx vitest run
src/sdk/define/indexes/__tests__/define-index.spec.ts` (twenty-sdk) —
green (6 cases)
- [ ] `npx vitest run --config vitest.integration.config.ts -t
"rich-app"` — green (rich-app app-dev integration exercises the new
manifest path with the PostCard.status index)
- [ ] Advanced mode → Settings → any object → Settings tab → Indexes
section is visible under Search
- [ ] Create a single-field BTREE index, confirm SQL index exists
(verify via `pg_indexes`)
- [ ] Create a composite-field index (`Address > City`) and confirm the
column is `addressAddressCity`
- [ ] Create an index spanning two columns; column order matches the
picker order
- [ ] Attempt to create an 11th custom index → button is disabled with
tooltip
- [ ] Delete a custom index → confirmation modal → row disappears, PG
index dropped
- [ ] System indexes have no trash icon and are hidden by default
2026-05-25 17:47:09 +02:00
Félix Malfait 161689be18 feat: fix junction toggle persistence and add type-safe documentation paths (#17421)
## Summary

- **Fix junction relation toggle not being saved**: The form schema
wasn't tracking the `settings` field, so changes to
`junctionTargetFieldId` weren't marked as dirty
- **Add type-safe documentation paths**: Generate TypeScript constants
from `base-structure.json` to prevent broken documentation links
- **Create many-to-many relations documentation**: Step-by-step guide
for building many-to-many relations using junction objects
- **Update `getDocumentationUrl`**: Now uses shared constants from
`twenty-shared` for base URL, default path, and supported languages

## Key Changes

### Junction Toggle Fix
- Added `settings` field to the form schema in
`SettingsDataModelFieldRelationForm.tsx`
- Fixed the toggle to properly merge settings when updating
`junctionTargetFieldId`

### Type-Safe Documentation Paths
- New constants in `twenty-shared/constants`:
- `DOCUMENTATION_PATHS` - All 161 documentation paths as typed constants
  - `DOCUMENTATION_SUPPORTED_LANGUAGES` - 14 supported languages
  - `DOCUMENTATION_BASE_URL` / `DOCUMENTATION_DEFAULT_PATH`
- Generator script: `yarn docs:generate-paths`
- CI integration: Added to `docs-i18n-pull.yaml` workflow

### Documentation
- New article:
`/user-guide/data-model/how-tos/create-many-to-many-relations`
- Updated `/user-guide/data-model/capabilities/relation-fields.mdx` with
Lab warning and link

## Test plan
- [ ] Verify junction toggle saves correctly when enabled/disabled
- [ ] Verify documentation link opens correct localized page
- [ ] Verify `yarn docs:generate-paths` regenerates paths correctly
2026-01-25 13:29:20 +01:00
StephanieJoly4 183d034716 User guide structure update (#16705)
Reorganizing by Feature sections

Capabilities folders to give an overview of each feature

How-Tos folders to give guidance for advanced customizations

Reorganized the Developers section as well, moving the API sub section
there

added some new visuals and videos to illustrate the How-Tos articles

checked the typos, the links and added a section at the end of the
doc.json file to redirect existing links to the new ones (SEO purpose +
continuity of the user experience)

What I have not updated is the "l" folder that, per my understanding,
contains the translation of the User Guide - that I only edited in
English

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---------

Co-authored-by: cubic-dev-ai[bot] <191113872+cubic-dev-ai[bot]@users.noreply.github.com>
Co-authored-by: github-actions <github-actions@twenty.com>
Co-authored-by: Abdul Rahman <ar5438376@gmail.com>
Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
2025-12-22 09:07:06 +01:00