Commit Graph

571 Commits

Author SHA1 Message Date
Thomas Trompette f67eb60c57 feat(workflow): soft-ref core workflow/version (backfill + dual-write) (#22821)
Replaces the shared-UUID model (core row reuses the workspace record id)
with a **soft-ref**: the workspace `workflow`/`workflowVersion` records
carry a nullable `coreWorkflowId`/`coreWorkflowVersionId` pointing to
their **own-id** core rows. This removes the assumption that workspace
record ids are globally unique - which is false, since prefilled/seeded
workflows share ids across workspaces. Supersedes #22776.

## In this PR
**Soft-ref columns (foundation):**
- **twenty-shared** `STANDARD_OBJECTS`:
`workflowVersion.coreWorkflowVersionId` + `workflow.coreWorkflowId` (+
snapshot test).
- **compute utils**: both as system, nullable UUID fields.
- **entity classes**: the bare fields.

**Version soft-ref sync:**
- Core `workflowVersion` rows get their own id, derived
deterministically from `workspaceId + record id` (uuidv5). Deterministic
so the upsert is idempotent: a failed write-back re-derives the same id
and self-heals instead of orphaning rows or colliding on the
one-active-per-workflow index.
- Sync = find-or-create keyed on the workspace record's
`coreWorkflowVersionId`, then write the core id back onto the workspace
record.
- Migrating over pre-soft-ref data: purges any core row whose id equals
the workspace record id before recreating, so old shared-UUID rows
aren't orphaned.
- Version dual-write listener reworked: delete is keyed by the core id
read off `before.coreWorkflowVersionId`.

Verified on a fresh `database:reset` (columns materialize, backfill
produces deterministic own-id rows linked back, idempotent re-run), a
simulated old shared-UUID state (stale rows purged, records re-linked),
and a simulated write-back failure (retry re-links to the same id, no
orphan, active-version index intact).

## Next steps (follow-up work, not in this PR)
1. Workflow-side soft-ref sync mirroring the version side (service,
module, dual-write listener, backfill command).
2. Workspace command to add the two columns to existing workspaces.

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2026-07-15 17:50:00 +02:00
Charles Bochet 8e03921372 Add CREATED workspace activation status (read path + enum migration) (#22904)
## Context

Since v2 onboarding (#22303), workspaces are activated **before** the
billing plan step (now the last onboarding step). Users abandoning at
the plan step leave ACTIVE workspaces with a Stripe customer but no
subscription (~60–110/day on cloud, 935+ so far), and no cleanup
mechanism ever touches them: billing webhooks never fire (no
subscription), the suspended-workspaces cron only handles SUSPENDED, the
onboarding cron only handles PENDING_CREATION/ONGOING_CREATION.

Target lifecycle (across two PRs): `PENDING_CREATION → ONGOING_CREATION
→ CREATED → ACTIVE → SUSPENDED → deleted`.

**`CREATED`** = the workspace schema is provisioned but onboarding is
not complete — no billing subscription yet. It is **not** considered
active:

| Concern | CREATED behavior |
|---|---|
| Sign-in / invited teammates joining | allowed (invite-team step
precedes the plan step) |
| Member + metadata loading (app shell) | allowed (user must finish
onboarding) |
| Permissions | real permission checks (no PENDING-style bypass) |
| Version upgrades / workspace migrations | **included** (schema must
not drift) |
| Messaging/calendar/workflow/etc. crons | **excluded** — no background
processing until a plan is chosen |
| PLAN_REQUIRED onboarding lock | unchanged (still derived from
subscription existence) |

## What this PR does (read path only)

The enum addition ships as a **slow** instance command, which can run
after deploy — so nothing in this PR ever **writes** `CREATED`. The
write path (setting it at activation, the cleanup sweep, the backfill of
the existing zombie cohort) is a follow-up PR that ships once this
migration has run everywhere.

- **twenty-shared**: `CREATED` enum value;
`PROVISIONED_WORKSPACE_ACTIVATION_STATUSES` + `isWorkspaceProvisioned`
("schema exists": CREATED | ACTIVE | SUSPENDED), replacing
`isWorkspaceActiveOrSuspended` — all call sites (server member loading,
access-token workspace-member lookup, front metadata-store gates) meant
"has schema/members".
- **Slow instance command** (2.22.0): swaps
`core.workspace_activationStatus_enum` using the
rename→recreate→alter-column idiom. The CHECK constraints on
`core.workspace` embed casts to the enum type and would break the swap —
the command captures them from `pg_constraint`, drops them, swaps the
type, and restores them.
- **Pre-migration-safe queries**: Postgres rejects `IN ('CREATED', ...)`
when the enum value does not exist yet — even for reads, and the
instance-command runner itself queries provisioned workspaces before
migrating (a fresh database could never initialize). All
provisioned-status filters go through a new `activationStatusIn` util
comparing on `"activationStatus"::text`, valid before and after the
migration.
- **Upgrade path**: workspace iterator, command runner, upgrade-status
and workspace-version services iterate CREATED workspaces. Since they
now cover more than ACTIVE/SUSPENDED, the stale names were renamed to
`ProvisionedWorkspaceCommandRunner`, `hasProvisionedWorkspaces`,
`getProvisionedWorkspaceIds`, `loadProvisionedWorkspaces` (the
mechanical import rename in old version-command dirs is why this PR
carries the `ci:allow-previous-version-upgrade-mutation` label).
- **Sign-in**: `throwIfWorkspaceIsNotReadyForSignInUp` accepts CREATED
so invited members can join during onboarding (join authorization itself
is unchanged — enforced upstream in `checkAccessForSignIn`);
`activateWorkspace` idempotent-retry accepts CREATED as a terminal
state.
- **Transitions out of CREATED** (only write ACTIVE — safe to ship now,
dead until the write path lands): the Stripe webhook reactivation branch
also promotes CREATED, and `syncSubscriptionToDatabase` promotes
synchronously; both gated on
`WORKSPACE_ACTIVATING_SUBSCRIPTION_STATUSES` (Active/Trialing —
extracted from `shouldReactivateWorkspace`, behavior-preserving) so an
`incomplete` subscription created by the payment-intent flow before
payment never promotes the workspace.
- Deliberately untouched: all background crons, permission guards, JWT
strategy, PLAN_REQUIRED logic, admin panel (renders the raw status
string).

## Follow-up PR (after this migration has run)
1. `activateWorkspace` sets `hasWorkspaceAnySubscription ? ACTIVE :
CREATED` (billing disabled → always ACTIVE, self-hosted unchanged).
2. Cleanup: suspend CREATED workspaces older than N days (config var),
handing them to the existing suspended pipeline (warn → soft-delete →
destroy).
3. Backfill: cloud-only slow command moving ACTIVE workspaces with no
billingSubscription row (created since Jul 1) to CREATED.

## Verification
- Migration exercised against a real database via the command class: up
→ down → up; `enum_range` and `pg_get_constraintdef` checked after each
step (constraints restored against the new type, `DEFAULT 'INACTIVE'`
preserved).
- Pre-migration safety exercised for real: with the migration rolled
back (enum without CREATED), `run-instance-commands` — the exact
fresh-database CI path that failed before the `::text` fix — completes
cleanly.
- End-to-end with a workspace manually set to CREATED and the branch
server+front running: sign-in issues tokens, `currentUser` loads
workspaceMember(s), the full app loads with no console errors; GraphQL
returns `activationStatus: CREATED`.
- Workspace creation ran end-to-end locally in **both billing modes** on
this branch:
- billing disabled: signup → workspace creation → ACTIVE immediately →
onboarding completes with no plan step → app loads (unchanged behavior);
- billing enabled (Stripe test mode): signup creates the Stripe customer
eagerly → activation ends ACTIVE → subscription-less workspace is pinned
to the plan-required page → no-card trial checkout creates a `trialing`
subscription via `createDirectSubscription`/`syncSubscriptionToDatabase`
→ app loads.
- `twenty-shared` unit tests, server specs on touched services,
`lint:diff-with-main` and `typecheck` for shared/server/front all green;
full CI green.
2026-07-15 17:03:17 +02:00
Joshua Freedman 9f75506896 feat(workflow-tools): add get_logic_function_source tool (#22835)
## What / why

The workflow agent tools let an AI **write** a CODE step's logic
function (`update_logic_function_source`) and **list** logic functions
(`list_logic_function_tools`), but there is no tool to **read** an
existing function's source.

That's fine for greenfield generation — the agent already has in context
whatever code it just wrote. But it's a real gap when editing a function
the agent did **not** author: to safely modify an existing CODE step it
has to see the current source first, and today the only ways to get it
are the frontend (`getLogicFunctionSourceCode` query) or the DB. So the
agent is forced to either guess or ask a human to paste the code.

This adds a small read tool that closes the loop, mirroring the existing
`update_logic_function_source` tool.

## How

- New `get_logic_function_source` tool that calls the existing
`LogicFunctionFromSourceService.getSourceCode({ id, workspaceId })` —
the same service method backing the `getLogicFunctionSourceCode` GraphQL
resolver the frontend already uses. No new service logic.
- Registered in `workflow-tool.workspace-service.ts` alongside
`update_logic_function_source` (the dependency
`logicFunctionFromSourceService` is already injected).
- Unit test covering the success and error paths, matching the `get-*`
tool test convention.

## Notes

- Read-only, additive; no schema or API changes.
- Naturally pairs with `update_logic_function_source`: read → edit →
write.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

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2026-07-13 17:41:00 +02:00
Abdul Rahman a360f9bdec migrate 10 modules off NestjsQueryTypeOrmModule wiring (#22763)
## Summary
Continues the incremental removal of `@ptc-org/nestjs-query`. Migrates
ten modules from `NestjsQueryTypeOrmModule.forFeature` to the standard
`TypeOrmModule.forFeature`. These modules only used `nestjs-query` for
repository registration — none register `NestjsQueryGraphQLModule` /
auto-generated
resolvers — so this is a pure module-wiring swap with no behavior or
schema change.

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---------

Co-authored-by: Weiko <corentin@twenty.com>
2026-07-10 09:21:52 +00:00
Thomas Trompette ca90a9358f feat(workflow): backfill workspace workflowVersion into core (phase A) (#22663)
## workflowVersion -> core, Phase A

Follows #21674 (Phase 0, merged). Base: `main`.

Populates core `workflowVersion` and keeps it in sync with the workspace
object, so a later phase can switch reads to core. Reads stay on the
workspace object in this PR.

### 1. Backfill (upgrade command)
`BackfillWorkflowVersionToCoreCommand`, a
`@RegisteredWorkspaceCommand('2.20.0', ...)`. Per workspace, reads all
workspace `workflowVersion` records and upserts them into core,
preserving ids (idempotent), dry-run aware.

### 2. Dual-write (always on, not flag-gated)
`WorkflowVersionCoreDualWriteListener` hooks
`@OnDatabaseBatchEvent('workflowVersion', CREATED/UPDATED/DELETED)`
(same mechanism as the existing workflow-version status listener) and
mirrors every mutation into core. Sync failures are logged, never break
the user's write; drift is repaired by re-running the backfill command.

Dual-write is deliberately not behind a flag: reading from core (next
phase) is only safe if core has been continuously in sync since the
backfill. An always-on mirror makes "core is fresh" an invariant, so the
read switch becomes a plain flag flip. The cost is one extra upsert on
infrequent workflowVersion writes.

`IS_WORKFLOW_VERSION_IN_CORE_ENABLED` is reserved for the read switch
(Phase B): dispatch from the `workflowAutomatedTriggerMaps` cache,
runner and builder reading trigger/steps from core. Until then it gates
nothing.

Both the backfill and the listener go through a single
`WorkflowVersionCoreSyncService` (`upsertToCore`/`deleteFromCore`): the
workspace-to-core mapping (`trigger` -> `triggers[]`, plus `steps`,
`status`, `workflowId`) and `workflowAutomatedTriggerMaps` invalidation
live in one place.

### Rollout plan (following phases)
- **B, read switch (flag per workspace):** reads move to core; writes
keep flowing workspace -> listener -> core. Rollback = flip the flag
back, workspace never stopped being source of truth.
- **C, contract (code change):** write paths write trigger/steps to core
directly; workspace `workflowVersion` stays as a thin shell
(nav/relations/search) but drops the trigger/steps columns; listener and
flag removed.

### Not in this PR
- Reconciliation tooling beyond re-running the backfill.
- The read switch (Phase B).
2026-07-08 18:45:57 +02:00
Thomas Trompette 6bc4d8efac fix(workflow): batch staled run reset to avoid Postgres param limit (#22654)
## Problem

Self-hosters with a large backlog of workflow runs stuck in `ENQUEUED`
see the recovery job (`WorkflowHandleStaledRunsJob`) fail with:

```
Error: Data validation error.
    at computeTwentyORMException ...
    at WorkspaceSelectQueryBuilder.getMany ...
    at WorkspaceUpdateQueryBuilder.execute ...
    at WorkflowHandleStaledRunsWorkspaceService.handleStaledRunsForWorkspace ...
```

So the very job meant to unblock enqueued runs can never complete, and
runs stay stuck.

## Root cause

`handleStaledRunsForWorkspace` fetched **every** staled run unbounded,
then called `repository.update(allIds, ...)`. That builds a `WHERE id IN
($1, $2, ... $N)`. Inside `WorkspaceUpdateQueryBuilder.execute`, a
"before" `SELECT` runs with that same huge `IN` list; with a big enough
backlog the bind-parameter count exceeds Postgres' limit, the `getMany`
throws a `QueryFailedError`, and `computeTwentyORMException` maps the
resulting PG error code to the generic `PostgresException('Data
validation error.')`.

There's also a secondary `before.length > QUERY_MAX_RECORDS` (200) guard
in the update path that would reject anything over 200 rows even if the
param limit weren't hit.

## Fix

Process staled runs in batches of `QUERY_MAX_RECORDS` (200), looping
until a pass finds none left — the same batching pattern the sibling
clean-runs job already uses. Each update flips the batch from `ENQUEUED`
to `NOT_STARTED`, so the find criteria stops matching them and the loop
terminates. The throttling recompute now runs once at the end, and only
if at least one batch was reset.

## Tests

New unit spec covering:
- no staled runs -> no update, no recompute
- single batch -> correct ids/payload, recompute once
- exactly 200 -> `take: 200`, 200 ids per update
- 450 backlog -> 3 update calls (200/200/50), loops until empty,
recompute exactly once

All 4 pass locally.

## Note

This fixes the recovery job. If runs keep re-accumulating as `ENQUEUED`,
there may be a separate producer-side issue worth investigating.

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2026-07-08 13:53:26 +02:00
Thomas Trompette bfeaaa56a3 fix(workflow): handle IS/IS_NOT operand in text and array filters (#22640)
## Problem

Sentry `TWENTY-SERVER-G4F` — `Error: Operand IS not supported for this
filter type` (30k+ occurrences, 15 workspaces, ongoing).

A workflow **Filter** step throws when a step filter carries an
`IS`/`IS_NOT` operand on a text/array field type (`TEXT`,
`MULTI_SELECT`, `EMAILS`, `PHONES`, `ADDRESS`, `LINKS`, `FULL_NAME`,
`ARRAY`, `RAW_JSON`). `evaluateTextAndArrayFilter` only handled
`CONTAINS`/`DOES_NOT_CONTAIN`/`IS_EMPTY`/`IS_NOT_EMPTY` and hit
`default:` → `throw`. The throw propagates out of `FilterWorkflowAction`
and **fails the entire workflow run**.

The current frontend no longer offers `IS`/`IS_NOT` for these types, so
these are **legacy persisted step filters** in older (immutable)
workflow versions that keep executing.

## Fix

Handle `IS`/`IS_NOT` in `evaluateTextAndArrayFilter` as
`contains`/`!contains`, consistent with `evaluateSelectFilter` (chosen
over strict equality because the routed types include arrays/composites
where `==` would silently never match). No existing operand behavior
changes.

## Tests

Added coverage for legacy `IS`/`IS_NOT` on `TEXT` and `MULTI_SELECT`.
Note: the pre-existing `date operands` test failures are
timezone-dependent and unrelated to this change (they fail on `main`
too).

Fixes TWENTY-SERVER-G4F

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2026-07-08 13:12:08 +02:00
Félix Malfait 9f4efa57ff Expose sent message identifiers in workflow send-email step output (#22520)
## Context

First step toward thread-continuity / follow-up email steps in workflows
(email sequences). The outbound send pipeline already knows the sent
email's RFC-822 Message-ID, the provider thread id, and the persisted
message/thread records — but none of it was surfaced in the send-email
step output, so a later step had no way to reference the email that was
sent.

## What changed

- `saveMessagesWithinTransaction` also returns a `messageExternalId →
messageThreadId` map, and `saveMessagesAndEnqueueContactCreation`
returns the message/thread id maps (both other call sites ignore the
return value)
- `SentMessagePersistenceService.persistSentMessage` and
`SendEmailService.persistSentMessage` return the persisted `{ messageId,
messageThreadId }` (`undefined` when persistence is skipped or fails —
sending still succeeds)
- `SendEmailTool` result now includes `headerMessageId`,
`threadExternalId`, `messageId` and `messageThreadId`
- SEND_EMAIL step output schema (server + frontend) declares
`headerMessageId`/`messageId`/`messageThreadId` so they show up in the
variable picker; DRAFT_EMAIL keeps its success-only schema since draft
creation returns no identifiers yet

This already enables manual thread continuity today: wire
`{{sendEmailStep.headerMessageId}}` into a later email step's
In-Reply-To advanced field — the composer resolves the References chain
and provider thread from it.

## Tests

- New `send-email-tool.spec.ts` covering identifiers in the result,
persistence disabled, and persistence failure
- Extended save-messages spec with the new map, updated frontend
`computeStepOutputSchema` tests

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2026-07-03 18:01:40 +02:00
Félix Malfait 3cf04bea28 Support sender variable on workflow send-email action (#22512)
## Context

Draft-email workflow steps already accept a workspace member variable as
the sender: the step input's `connectedAccountId` can hold a workflow
variable that resolves to a workspace member id, which the action then
maps to that member's first connected account. Send-email steps were
gated out of this and only accepted a static connected account pick.

This enables the same dynamic sender resolution on send-email, e.g.
sending from the assignee/owner of the record that triggered the
workflow.

## What changed

- Removed the draft-only gate in
`EmailWorkflowActionBase.postprocessInput` so send-email resolves a
workspace member id to a connected account the same way draft-email does
- Exposed the variable picker and hint on the Account field for both
email actions in the workflow step editor
- Updated the send-email action spec to cover sender resolution (mirrors
the draft-email spec) and replaced the `SendEmailHasNoVariablePicker`
story with a variable-sender story for `SEND_EMAIL`

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2026-07-03 17:53:07 +02:00
Etienne 90f35658c5 fix(ai) - sync AI agent step output schema when agent response format changes (#22466)
## Summary

When an AI agent workflow step is built via the AI chat tools, its
persisted
`settings.outputSchema` was left empty (or stale as a text `{ response
}` schema)
even after the agent was given a structured JSON `responseFormat`. The
workflow
still executed correctly (runtime uses actual step results), but the
builder UI
resolves downstream variables (`{{stepId.fieldName}}`) exclusively from
the
persisted `outputSchema`, so those variables showed as **"Not Found"**.

Root cause: the `update_agent` tool only mutated the agent entity and
never
re-derived the linked step's `outputSchema`, and `enrichOutputSchema`
did not
handle `AI_AGENT` steps at all.

## What changed

- **Enrich AI_AGENT output schema on the backend**: added `AI_AGENT` to
`BACKEND_ENRICHED_TYPES` in
`WorkflowSchemaWorkspaceService.enrichOutputSchema`,
so a step's `outputSchema` is computed from the agent's `responseFormat`
on
every create/update (text → `{ response }`, JSON → one field per
property).
- **Re-sync the step when the agent's response format changes**: after
`update_agent` sets a `responseFormat`, the tool now finds the draft
workflow
version(s) whose `AI_AGENT` step references that agent and re-runs the
step
  update so the persisted `outputSchema` is regenerated.
- **Fix stale-cache read**: `updateOneAgent` reads `flatAgentMaps`
before its
migration, which can leave a memoized/local stale copy for a few
seconds. The
resync now invalidates `flatAgentMaps` before re-enriching, so the fresh
  `responseFormat` is used.
- **Surface failures**: resync errors are logged (`UpdateAgentTool`)
instead of
  failing silently; the agent update itself still succeeds.
- Added unit tests for the `update_agent` resync behavior (fires on
`responseFormat` change, invalidates the cache, skips unrelated agents,
and
  reports success when the resync fails).


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2026-07-03 08:47:12 +00:00
Abdul Rahman f00b6ae185 use Temporal for date filter evaluation and fix IS operand (#22408)
## Summary
- Refactored `evaluateDateFilter` in the workflow filter action from
native `Date` to the Temporal API, using the shared
`parseToInstantOrThrow` and `isSamePlainDate` utilities from
`twenty-shared` (resolving the long-standing `// TODO: refactor this
with Temporal`).
- Fixed a bug in the `IS` operand: it previously compared only
`getDate()` (day-of-month 1–31), so e.g. `2023-01-15` incorrectly
matched `2023-02-15`. It now compares the full calendar day in UTC.
- Removed server-local-timezone leakage: `IS_TODAY` and day comparisons
now run in UTC (consistent with the neighbouring relative-date filter
util), instead of relying on `toDateString()`/`getDate()`.

## Behavior changes (intended)
- `IS` now matches on the full UTC calendar day, not day-of-month.
- `DATE_TIME` `IS` matches on the same UTC day (not exact-instant
equality).
- Date comparisons are UTC-based, so evaluations near midnight in a
non-UTC server locale may differ from the old local-timezone behavior.
- Parsing is stricter (ISO + known formats via `parseToInstantOrThrow`);
malformed operands resolve to "no match" instead of being loosely
guessed by `new Date()`.



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2026-07-02 22:27:46 +02:00
Etienne 7a5896ff5d feat(ai) - add delete_workflow tool (#22432)
## Summary

- Add a new `delete_workflow` agent tool that soft-deletes a workflow
and cleans up its sub-entities (versions, runs, triggers) via
`WorkflowCommonWorkspaceService.handleWorkflowSubEntities`
- Update the workflow skill system prompt to document the new capability
and instruct the agent to always confirm with the user before deleting
- Wire `WorkflowCommonModule` / `WorkflowCommonWorkspaceService` into
the workflow-tools dependency graph

## Test plan

- [x] Unit tests added (`delete-workflow.tool.spec.ts`) covering
successful deletion and error handling
- [ ] Verify the agent can resolve a workflow by name via
`list_workflows` then delete it with `delete_workflow`
- [ ] Confirm the agent asks for user confirmation before executing the
deletion
- [ ] Confirm sub-entities (versions, runs, triggers) are removed after
deletion

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2026-07-02 13:05:46 +02:00
Abdul Rahman 59d708e324 fix(workflow): stop relative date filter from crashing on empty/invalid date values (#22384)
## Problem

A workflow **Filter** step on a `DATE`/`DATE_TIME` field using
`IS_RELATIVE` crashes with a `RangeError` when the referenced step
output is empty or invalid. The empty value is coerced into an `Invalid
Date` (`new Date("undefined")`),
whose `.getTime()` is `NaN`, and
`Temporal.Instant.fromEpochMilliseconds(NaN)` throws, failing the
affected workflow runs.

This is a latent regression from the Date → Temporal migration (#16544):
the previous `date-fns` implementation silently returned `false` on an
invalid date, but Temporal is strict and throws. The guard was never
carried over.

## Fix

Validate the coerced date once at the boundary in `evaluateDateFilter` —
the single place arbitrary/empty step output is turned into a `Date`. An
unparseable date now resolves to "does not match" for every comparison
operand (`IS`, `IS_IN_PAST`, `IS_IN_FUTURE`, `IS_TODAY`, `IS_BEFORE`,
`IS_AFTER`, `IS_RELATIVE`), restoring the pre-migration contract.
`IS_EMPTY` / `IS_NOT_EMPTY` are intentionally excluded so emptiness is
still evaluated on the raw operand.

## Tests
Added a parameterized regression test covering every date comparison
operand with empty and missing step output, asserting no throw and a
`false` result.


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2026-07-01 13:01:25 +05:30
Félix Malfait 0e22ae0521 feat: create calendar events on Google and Microsoft accounts (#22231)
## Context

Twenty can import calendar events and send emails, but cannot create
calendar events. This adds calendar event creation on connected
**Google** and **Microsoft** accounts, mirroring the existing email-send
architecture (`message-outbound-manager`).

## What it adds

The capability is exposed three ways, all backed by the same composer →
driver → persist pipeline:

- **GraphQL mutation** `createCalendarEvent` (metadata API)
- **AI agent tool** `create_calendar_event` (flows to MCP
automatically), gated by a new `CREATE_CALENDAR_EVENT_TOOL` permission
flag
- **Workflow builder node** "Create Calendar Event" in the **Core**
section, with a full settings form (variable interpolation supported)

CalDAV/IMAP is intentionally out of scope for now (different long pole).

## Design notes

- **Reuse over reinvention** — the created event is run through the
existing inbound formatters (`formatGoogleCalendarEvents` /
`formatMicrosoftCalendarEvents`) and persisted immediately via the
existing `CalendarSaveEventsService`, so it appears in Twenty right away
and is reconciled by the next provider sync (dedup on external id).
Persistence is best-effort.
- **OAuth scopes** — Google already requests `calendar.events`
(read+write), so no change there. Microsoft moves `Calendars.Read` →
`Calendars.ReadWrite`; existing Microsoft accounts must re-consent
(surfaced as a clear "reconnect" error via a missing-scope check).
- **Deliberate invitation semantics** — `sendInvitations` is off by
default. When off, the event is created with **no attendees** on either
provider, so creating an event never silently emails external people.
When on, attendees are attached and notified (Google `sendUpdates: all`,
Microsoft's default). This sidesteps Microsoft Graph having no
per-request suppression.
- **Timezone correctness** — Microsoft Graph interprets `dateTime` as
wall-clock in the supplied `timeZone` and ignores the offset, so the
absolute instant is converted to its wall-clock form before sending
(Google honors the offset directly). Both providers end up scheduling
the same instant.
- **Conferencing** — optional Google Meet
(`conferenceData.createRequest`, with a follow-up `events.get` to
resolve the async link) / Microsoft Teams (`isOnlineMeeting`).
- Attendees are a comma-separated string everywhere (tool input, GraphQL
DTO, workflow input), consistent with `send_email` recipients; the
composer parses to its internal list.

## Test plan

- **Unit**: 45 tests covering the composer (validation, all-day
boundaries, offset enforcement, timezone, scope checks, default-account
resolution), both provider drivers, the dispatcher, and the workflow
step-log builder.
- **Integration**: `createCalendarEvent` on the `/metadata` API fails
closed with a structured error for a non-existent account (the
auth/ownership/validation path that doesn't require provider mocking).
- **Manual**: verified the workflow node appears in the Core section,
the settings form renders and round-trips (edit → autosave → reload),
and the live mutation returns a structured failure for a bogus account.

## Open question for reviewers

The metadata mutation `createCalendarEvent` shares a name with the core
schema's auto-generated `createCalendarEvent(data:)` CRUD mutation for
the CalendarEvent object — they live on different endpoints (`/metadata`
vs `/graphql`) so there's no runtime conflict, but it's a potential
point of confusion for API consumers. Happy to rename (e.g.
`createCalendarEventOnConnectedAccount`) if preferred.

## Out of scope / follow-ups

- CalDAV/IMAP support
- Event update/delete and recurrence
- Existing Microsoft accounts need re-consent for the widened scope


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---------

Co-authored-by: neo773 <neo773@protonmail.com>
2026-06-27 14:05:58 +02:00
Parship Chowdhury b3e39e2198 fix: relative date picker calendar display (#21895)
Part of
https://github.com/twentyhq/twenty/issues/19739#issuecomment-4652034526
(Bug 1-3). Maybe it feels like theses bugs are not actually bugs, but we
can maybe say it as UX improvements: specially needed in case when an
user will choose any past options.

### Bug 1: calendar open on wrong month
With Is Relative (e.g. Past 1 Quarter), the calendar opened on today’s
month instead of the range start. After the fix, it now opens on the
first month of the filtered range.

**Testing:**
View filter → Date field → Is Relative → Past 1 Quarter. Calendar opens
on January (range start), not today’s month


https://github.com/user-attachments/assets/8849d00a-4d5c-4f8a-8d31-3a62535eb311


### Bug 2: Dates not highlighted
Ranges older than ~2 months (e.g. Q1 when today is June) showed no
highlighted days. Highlighting now covers the full resolved range.

**Testing:**
Same setup: past 1 Quarter on a date when Q1 is outside the old 2‑month
window. Jan 1 - Mar 31 will highlight.


https://github.com/user-attachments/assets/d21e2272-c923-4493-80ff-bdf4228842b1


### Bug 3: No month navigation
Relative mode only showed Past - 1 - Quarter controls with no way to
browse months. Now see the new arrows move through months without
changing the filter.

<img width="377" height="455" alt="Screenshot 2026-06-20 181107"
src="https://github.com/user-attachments/assets/eb51feb9-af10-489a-b166-8b8d6c642e05"
/>


> [!NOTE]
> 1. We can't do the fixes by one by one, i have to fix them within one
PR because all the fixes are inter-related, like we can't test the bug 1
fix alone without implementing bug 3.
> 2. Bug 4 will be done in a separate PR which is actually the issue
#19739. See
https://github.com/twentyhq/twenty/issues/19739#issuecomment-4652034526
for better understanding.
> 3. If you see the screen recordings, they are actually done with the
alignment fixes from #21881 . So without that changes you will see the
alignmemt issues in the calendar grid in your local.

---------

Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
2026-06-26 10:03:21 +02:00
Marie 6e2df0654b [Workflows] Allow iterator to take whole item as variable (#22031)
**Select the whole item in iterator loops, and iterate over a step's
array output**
## Summary
Two related improvements to working with lists in workflows:
- Pick the current item as a whole inside an iterator loop. Previously,
in a node inside the loop, you could only reference individual fields of
the Iterator's current item. Now you can select the whole item (e.g. a
full record) — useful for passing it straight into a downstream step.
<img width="1270" height="744" alt="Screenshot 2026-06-23 at 17 02 47"
src="https://github.com/user-attachments/assets/6b92e72e-ec25-4c1a-9841-3a438210e753"
/>
- Iterate over a step's array output. A Code / Logic Function step that
returns a top-level array couldn't be fed to the Iterator: its output
was flattened into indexed entries (0, 1, …) with no way to select the
array as a whole. A new "Whole list" option selects the step's entire
output, and the Iterator infers the per-iteration item shape from it.
<img width="1026" height="728" alt="Screenshot 2026-06-23 at 17 17 53"
src="https://github.com/user-attachments/assets/db07dcd8-4fb8-4db9-8b45-aa56051d9f3b"
/>


Together these complete the loop ergonomics: select a list → iterate →
reference the current item (whole or by field) downstream — matching the
model used by tools like Windmill.

## What changed
- The variable picker offers a "Use the whole item" option when viewing
an iterator's current item, and a "Whole list" option when a step
returns a top-level array.
- The Iterator's current-item schema can now be inferred from a variable
pointing at a step's whole output.

## Risks for existing workflows
None expected. The change is purely additive:
- No DB migration and no change to how output schemas are stored or read
— existing schemas, variables, and iterators behave identically.
- No change to runtime variable resolution; existing {{step.field}} and
current-item references are untouched.
- The new options only apply to new selections (whole item / whole
list); all existing paths take the unchanged code path.
- The only edge case: array detection is heuristic (an output whose keys
are exactly 0…n-1), so an object that happens to have those keys would
also show "Whole list". This is rare for real outputs, affects nothing
unless a user selects it, and fails safe — the Iterator validates its
input and throws a clear "items must be an array" error if a non-array
is passed.

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---------

Co-authored-by: Charles Bochet <charles@twenty.com>
2026-06-26 09:26:11 +02:00
Charles Bochet ad61d6d8a3 fix(server): dispatch each cron trigger exactly once (#22113)
## Problem

App/logic-function crons occasionally fire **twice, ~1 minute apart**.
The most visible symptom is a notification cron sending the same Discord
DM (or channel post) at e.g. `17:00` and again at `17:01`.

## Root cause

`CronTriggerCronJob` runs every minute (`* * * * *`) and re-dispatches
any logic function whose pattern is "due" according to `shouldRunNow`:

```ts
const diff = Math.abs(prevTriggerDate.getTime() - now.getTime());
return diff < rootCronIntervalMs; // 60_000
```

The detection window (`60_000ms`) is **equal to** the 60s tick interval.
So when a root tick drifts across a minute boundary (runs slightly
early/late, or BullMQ fires a catch-up), two adjacent ticks can both see
the *same* trigger as "within the last 60s" and each enqueue a
`LogicFunctionTriggerJob`. The dispatch isn't idempotent, so the
function runs twice.

## Fix

Make dispatch idempotent, keyed on the trigger itself:

- New `getMatchingTriggerTimestamp(pattern, now)` returns the epoch-ms
of the matched trigger (stable regardless of *when* within the window
the root job runs), or `null`. `shouldRunNow` now delegates to it —
behaviour unchanged.
- Before enqueuing, `CronTriggerCronJob` claims a
`logic-function-cron:{workspace}:{function}:{triggerTs}` key in the
`EngineLock` cache. A second tick that resolves to the same trigger
finds the key and skips.

Distinct triggers always have distinct timestamps (hence distinct keys),
so a later legitimate run is never suppressed. The TTL (2 min) only
needs to outlive the detection window.

## Notes

- `WorkflowCronTriggerCronJob` uses the same `shouldRunNow` pattern and
has the same latent double-dispatch; left out of this PR to keep it
focused, but the new helper makes the same guard a small follow-up.
- The cache `get`-then-`set` isn't atomic; for the observed failure mode
(ticks ~1 min apart, sequential) it's reliable. A Redis `SET NX` would
also close the rare concurrent-multi-instance race.

## Test plan

- [x] `should-run-now.utils.spec.ts` extended: two ticks within one
window resolve to the same timestamp; out-of-window and invalid patterns
return `null`. All 8 pass.
- [x] `oxlint --type-aware` + `oxfmt` clean on changed files.

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2026-06-24 19:14:19 +02:00
souheyl gouadria bf345bb177 Allow workflows listing in MCP (#22013)
This resolves https://github.com/twentyhq/twenty/issues/21986

Add `list_workflows `MCP tool

Workflow objects are excluded from the generic database CRUD tools
exposed via MCP, which meant the only way to list workflows was through
a direct API call.

This adds a `list_workflows `tool to the `WorkflowToolProvider`, making
it available via MCP alongside the existing workflow builder tools. It
supports optional filtering by status (`DRAFT`, `ACTIVE`, `DEACTIVATED`)
and pagination (`limit`/`offset`). The status filter uses an
array-membership predicate (`ANY`) since `statuses `is a multi-value
field.

---------

Co-authored-by: Souheyl Gouadria <souheyl.gouadria@medius.com>
Co-authored-by: Etienne <45695613+etiennejouan@users.noreply.github.com>
2026-06-24 15:52:29 +02:00
Paul Rastoin 0f2ea47335 Twenty standard backfill non searchable object search field metadata (#22063)
# Introduction

This PR https://github.com/twentyhq/twenty/pull/21964 introduces a
search field metadata workspace command backfill that will recompute all
the standard search field metadata but only for the searchable object

Whereas the non searchable object still have a search vector as they can
still be searched but internally
Preserving their search vector by computing their search field metadata


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2026-06-24 12:44:59 +00:00
Etienne 4789ba6265 feat(ai): add AI tools to list and inspect workflow runs (#21983)
- Add `get_workflow_run` and `list_workflow_runs` AI tools so the
workflow agent can troubleshoot failed or misbehaving workflow runs —
listing runs with optional filters (workflow, status, limit) and
inspecting a specific run's steps, errors, and failed step logs.
- Enforce `rolePermissionConfig` on all three read tools
(`get_workflow_run`, `list_workflow_runs`,
`get_workflow_current_version`) instead of bypassing permission checks,
consistent with how `create_complete_workflow` and database CRUD tools
work.
- Add unit tests for the three tools covering permission forwarding,
success paths, and error paths.

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---------

Co-authored-by: Charles Bochet <charles@twenty.com>
2026-06-23 11:19:42 +02:00
Abdullah. c171c62099 chore(twenty-server): upgrade typeorm to 0.3.29 (#21957)
## Summary

Upgrades **typeorm `0.3.26` → `0.3.29`** and adapts the twenty-orm
`update`/`upsert` overrides to typeorm's newly-added
`options.returning`. Upgrading to resolve
[this](https://github.com/twentyhq/twenty/security/dependabot/1573)
alert.

## Why

`0.3.29` is the latest release compatible with
`@ptc-org/nestjs-query-typeorm` (peers `typeorm@^0.3.15`; the `1.x` line
has no compatible release, so it's blocked until that dependency moves).

## Changes

**`chore` — bump**
- `typeorm` patch descriptor `0.3.26 → 0.3.29` + `yarn.lock`.
- Local patch carried over **unchanged** (pure rename) — both hunks
(`PickKeysByType` nullable-awareness, `DeleteResult.generatedMaps`) are
still absent upstream in `0.3.29`, so it remains load-bearing.

**`refactor` — adapt overrides**
- `0.3.29` adds `options?: UpdateOptions` (carrying `returning`) to
`EntityManager`/`Repository` `update()`. The override must accept it at
the base-mandated position, so it's added as its **own dedicated
parameter** (not hidden inside `permissionOptions`), honoring
`options.returning` with a fallback to Twenty's permission-aware
`selectedColumns` (`'*'` default).
- The same merge is applied to `upsert()`, which already received
`UpsertOptions` but was dropping its `returning` field — so both write
methods now treat the option identically.
- Internal call sites + specs updated for the new parameter slot.

## Verification

- `nx typecheck twenty-server` — **0 errors**
- twenty-orm unit tests — **191 / 191 pass**
- `oxlint` / `oxfmt` — clean
2026-06-22 16:08:09 +02:00
Félix Malfait 2abf9c2930 feat(workflow): Pick Record load balanced strategy (3/3) (#21902)
## Overview

Final PR in the Pick Record stack. Adds the **Load Balanced** strategy:
pick the candidate that currently has the *fewest related records*. This
is the "fair assignment" mode — e.g. assign a new company to the account
owner who currently owns the fewest companies, or route a lead to the
rep with the fewest open opportunities.

**Stacked on #21900** (which is stacked on #21899) — merge in order.
This PR's diff against `main` includes PRs 1 & 2 until they merge.

## What changed

- Widened the `strategy` enum to add `LOAD_BALANCED`, and added an
optional `loadBalance: { objectNameSingular, fieldName }` to the action
input.
- Editor: selecting **Load balanced** reveals a **Balance by** object
picker and a **Count by** field picker (the related object's many-to-one
relation fields).
- Executor: for each candidate, counts records of the chosen related
object whose chosen relation points at that candidate, then selects the
least-loaded one.

## How it works

Given pool = workspace members and config `{ objectNameSingular:
"opportunity", fieldName: "pointOfContact" }`, the executor counts, per
member, the opportunities whose `pointOfContact` is that member, and
picks the member with the lowest count.

## Design decisions & tradeoffs

1. **No persistent state — computed live each run.** Unlike round robin,
load balancing reads current data, so there's no cursor to store.
Correct by construction even under concurrency (each run recomputes
counts); the only caveat is two simultaneous runs can both see the same
"least loaded" candidate before either assignment lands (a small,
self-correcting skew), which is inherent to load-balancing and
acceptable.

2. **Count via per-candidate queries.** One filtered count per candidate
(`{ [relationField]: { id: { eq: candidateId } } }`), run in parallel.
For the realistic pool sizes this targets (a team), this is simple and
clear. A single `group_by` aggregate would scale better for very large
pools — noted as a future optimization, deliberately not done to keep
the logic obvious.

3. **Deterministic tie-break.** Candidates are pre-sorted by id (shared
with round robin), and the first minimum wins — so equal-load ties
resolve deterministically rather than arbitrarily.

4. **`Count by` lists all many-to-one relations of the chosen object**
(not filtered to those targeting the pool object). Keeps the editor
simple; picking an unrelated field just yields zero counts, which is
visibly wrong. Filtering options to relations that target the pool
object is a nice follow-up.

5. **Filter on the counted set** (e.g. only *open* opportunities) is
intentionally out of scope for this first cut — documented as a
follow-up.

## Testing

Added `pick-record-load-balanced-workflow.integration-spec.ts`: creates
two fresh companies (0 related opportunities each), attaches one
opportunity to the second, configures `LOAD_BALANCED` counting
opportunities by `company`, and asserts the step picks the **first**
company (0 < 1). Passes locally alongside the random and round-robin
tests (3 suites / 4 tests). `typecheck` + `lint:diff-with-main` green
for shared/server/front.

## The full stack

1. #21899 — Random (the action + the whole scaffold)
2. #21900 — Round robin (atomic Redis cursor)
3. this — Load balanced

Together these enable round-robin / load-balanced / random **assignment
workflows** in Twenty, composed via the standard variable picker (assign
the chosen record downstream with `{{step.<id>.id}}`).

https://claude.ai/code/session_01MuPWZsqf2bmQSevk6fRbX8

---
_Generated by [Claude
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2026-06-22 07:09:15 +02:00
Félix Malfait fa6d1394af feat(workflow): Pick Record round robin strategy (2/3) (#21900)
## Overview

Second PR in the Pick Record stack. Adds a **Round Robin** selection
strategy alongside Random, so an assignment workflow can distribute
records *evenly* across a candidate pool (e.g. rotate company ownership
across a set of workspace members) rather than just randomly.

**Stacked on #21899** — review/merge that one first. This PR's diff
against `main` includes PR 1's commits until #21899 merges.

## What changed

- Widened the `strategy` enum (`RANDOM` → `RANDOM | ROUND_ROBIN`) in the
shared schema and the server input type.
- Editor now shows a **Strategy** selector (Random / Round robin). The
candidate-pool label changed from "Pick at random from" to the neutral
"Pick from" since random is no longer the only mode.
- Executor implements round robin.

## Design decisions & tradeoffs

1. **State store: Redis `incrBy` (atomic), keyed
`pick-record:round-robin:{workspaceId}:{stepId}`.** Round robin needs a
persistent cursor, and workflow runs are **not** serialized — two runs
can execute the same step concurrently — so the increment must be
atomic. `CacheStorageService.incrBy` (workflow cache namespace) is a
single atomic Redis op, needs no schema change, and is already
injectable. Index = `(cursor - 1) % poolSize`.

**Tradeoff — durability:** a Redis flush/eviction resets the cursor,
which restarts the cycle from an offset. That causes a one-time
*fairness drift*, never a *correctness* bug (no double-assignment, since
each increment is atomic). If strict durability is ever required, the
cursor can move to a Postgres counter table with `INSERT … ON CONFLICT …
DO UPDATE SET cursor = cursor + 1 RETURNING cursor` (atomic + durable) —
deliberately **not** done here to avoid a migration for what is, in
practice, an acceptable reset.

2. **Deterministic pool ordering.** The resolved pool is sorted by `id`
before the cursor is applied, so position→record mapping is stable
run-to-run regardless of fetch order. Without this, round robin wouldn't
reliably cycle.

3. **Cursor key uses `stepId`.** Stable across runs of a published
version. Republishing a version may mint new step ids, which resets the
cursor — acceptable and documented here.

4. **Slot-on-increment.** The cursor increments when the step runs
(reserving a position); if a later step in the run fails, that position
is effectively skipped. Minor, acceptable unfairness — flagged rather
than adding cross-step compensation.

## Testing

Added `pick-record-round-robin-workflow.integration-spec.ts`: builds a
workflow with a 3-record pool and `ROUND_ROBIN`, runs it 4 times
sequentially, and asserts the picks are exactly `[p0, p1, p2, p0]` (full
cycle + wraparound) against the deterministically-ordered pool. Passes
locally alongside PR 1's random test (2 suites / 3 tests). `typecheck` +
`lint:diff-with-main` green for shared/server/front.

## Follow-up

- PR 3: `LOAD_BALANCED` (fewest related records wins).

https://claude.ai/code/session_01MuPWZsqf2bmQSevk6fRbX8

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2026-06-21 22:16:26 +02:00
Félix Malfait 573fd00ea7 feat(workflow): add Pick Record action (1/3 — random selection) (#21899)
## Overview

Adds a new workflow action, **Pick Record**, that selects **one** record
from a configured candidate pool and exposes the chosen record as the
step's output. Downstream steps can then reference it through the normal
variable picker — e.g. assign an owner in an _Update Record_ step by
setting **Account Owner = `{{step.<pickRecordId>.id}}`**.

This is the foundation for building **assignment workflows**
(round-robin / load-balanced owner assignment, reviewer rotation, etc.)
in Twenty.

## This is PR 1 of a 3-PR stack

| PR | Strategy | Adds |
|----|----------|------|
| **1 (this one)** | `RANDOM` | The whole `PICK_RECORD` action,
end-to-end, stateless |
| 2 | `ROUND_ROBIN` | A persistent, atomically-incremented per-step
cursor + the strategy selector UI |
| 3 | `LOAD_BALANCED` | "fewest related records wins" via an aggregate
count |

Each PR widens the `strategy` enum (a backward-compatible change), so no
data migration is needed between them.

## How it works

- **Editor**: pick an Object, then pick the candidate records (a
multi-record selector). A random record is selected from that pool at
run time.
- **Output**: a single record of the chosen object — the same output
shape as `CREATE_RECORD`/`UPDATE_RECORD` — so it drills into
`{{step.x.id}}`, `{{step.x.name}}`, … in the variable picker.
- **Execution**: reuses `FindRecordsService` to fetch the pool (`id IN
(recordIds)`, which also transparently drops any deleted candidates),
then returns one at random.

## Design decisions & tradeoffs

1. **Standalone step that outputs a variable, not an inline "random"
mode on the relation field.** This mirrors Attio's round-robin block.
The decisive reason is composition: the chosen record is almost always
reused (assign owner **and** create a follow-up task for them **and**
email them). A variable is chosen once and reused everywhere; an inline
per-field value would re-roll independently in each place. It also keeps
the (stateful) round-robin/load-balanced logic out of the field inputs.
Tradeoff: one extra step to wire up vs. an inline control — accepted for
the composability win. An inline "Assign automatically" entry point can
still be layered on later as sugar that inserts this step.

2. **Co-located in the `record-crud` action module and reuses
`FindRecordsService`.** Avoids duplicating module wiring (auth context,
permissions, object-metadata resolution) and the data-access path.
Tradeoff: "Pick" is a selection rather than a CRUD op, so the folder
name is slightly broad; chose reuse + low risk over a separate module.
Can be extracted if the family grows.

3. **`strategy` exists in the schema (defaulted `RANDOM`) but the
selector is hidden in this PR.** A dropdown with a single option would
be UX slop, and adding the field only in PR 2 would force a data
backfill for any `PICK_RECORD` steps created in between. Keeping the
field now (hidden) avoids both. PR 2 introduces the selector once
there's a real choice.

4. **Pool is an explicit static list (`recordIds`) for v1.** Matches the
most common assignment case ("rotate among these N people") and reuses
the existing `FormMultiRecordPicker`. A filter-based pool (reusing the
Find Records filter UI) and a list-from-a-previous-step pool are natural
follow-ups, intentionally out of scope here to keep the stack focused on
the three strategies.

5. **Output schema is computed on the frontend** (like `CREATE_RECORD`),
derived from `input.objectName` — so it is **not** added to
`PERSISTED_OUTPUT_SCHEMA_TYPES` and needs no server-side schema
computation.

6. **Validation**: `PICK_RECORD` is added to object-name metadata
validation (so a deleted/invalid target object is flagged) via a
dedicated `OBJECT_TARGETING_ACTION_TYPES` set — deliberately **not** to
`VARIABLE_CONSUMING_ACTION_TYPES`, because a static pool legitimately
references no upstream variable and would otherwise raise a spurious "no
variable reference" warning.

7. **Empty pool → step error** at run time (respecting the step's
error-handling options) rather than a silent no-op, since an empty pool
is a misconfiguration or fully-deleted set.

8. **`Math.random`** is used for selection — no cryptographic guarantee
is needed for assignment fairness.

## Testing

Per our testing convention (integration test over service/`.spec`
tests): added `pick-record-workflow.integration-spec.ts`, which builds a
workflow with a manual trigger + a `PICK_RECORD` step, configures a
known two-record pool, runs it, and asserts the run completes and the
picked record is **always** within the configured pool (verifying the
pool filter) across repeated runs.

Local verification (typecheck + lint for shared/server/front) is green;
running the integration suite and attaching editor screenshots in a
follow-up comment.

## Follow-ups

- PR 2: `ROUND_ROBIN` + persistent atomic cursor (Redis `incrBy` vs. a
Postgres counter table — tradeoff to be documented on that PR) +
strategy selector.
- PR 3: `LOAD_BALANCED`.
- Later (not in this stack): filter-based / variable-list pools, an
inline "Assign automatically" entry point on relation fields, OOO-skip /
weighting.

https://claude.ai/code/session_01MuPWZsqf2bmQSevk6fRbX8

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2026-06-21 21:51:16 +02:00
Félix Malfait a0689d1577 feat(workflow): condition filter on database-event triggers (#21868)
## Problem

Connecting a mailbox bulk-creates contacts via the email/calendar sync,
and each `person.upserted` fires the seeded **"Create company when
adding a new person"** workflow. The trigger enqueues one run per record
(no batching) and each run bills several `WORKFLOW_NODE_RUN` events — so
a single mailbox connect can rack up tens of thousands of runs and
exhaust credits on a brand-new workspace. The workflow is also redundant
on that path: the sync already creates the company from the email domain
and links the person to it.

## What this does

Adds an optional, user-defined **filter** to database-event (listener)
triggers, evaluated in the listener **before a run is enqueued**.
Non-matching events never create a run, so they consume zero execution
credits. This is the Filter node's capability, lifted to the trigger
level, and available for all event types (created / updated / upserted /
deleted).

The seeded "Create company when adding a new person" workflow now
carries a visible trigger filter — `Created by → Source is not Email`
**and** `is not Calendar` — so it no longer runs for sync-created
contacts, while still running for manually / API / CSV-added people.

## How (reuse)

- **Backend:** extracted `evaluateStepFilters()`, shared by the Filter
action and the trigger listener's new `eventMatchesRecordFilter` gate.
The record is exposed under the `trigger` key so filters reference it
exactly like steps do (`{{trigger.properties.after.…}}`).
- **Shared:** one optional `filter` added to the database-event trigger
zod schema; the front-end type derives from it (settings stay JSON — no
codegen).
- **Frontend:** extracted `WorkflowStepFilterBuilder` from the Filter
action's body; both the Filter action and the trigger editor render it.
The field picker needed no changes — at the trigger it already resolves
to the record's own fields via `TRIGGER_STEP_ID`.

## Scope / decisions

- **No migration for existing workspaces** (by request) — only newly
created workspaces get the filtered default; already-created workspaces
keep the always-on workflow.
- Deliberately did **not** add relation-enrichment to the upsert path
(it would add a DB lookup to the very bulk-sync path we're relieving).
Trigger filters work on the record's own scalar/composite fields (e.g.
`createdBy.source`); relation-based filters work on created/updated
where enrichment already runs.

## Verification

- Typecheck: `twenty-shared`, `twenty-server`, `twenty-front` all green.
- Lint (diff, autofix): 0 warnings / 0 errors across all three.
- Unit tests: a new `evaluate-step-filters` spec exercising the exact
`createdBy.source IS_NOT` seed mechanism, plus new listener specs
proving non-matching events are not enqueued. All backend
filter/listener suites pass.
- Not run here: integration tests (need a DB) and Storybook.

https://claude.ai/code/session_013k36vfekDppwRCgM6Ha7De

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---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-06-21 15:47:06 +00:00
Thomas Trompette 4075018834 fix(workflow): label manual trigger record output as Record/Records (#21832)
## What

The manual trigger output schema exposed the triggering record(s) under
a node labeled **Payload**. Relabels it to match what the node actually
contains:

- **Single-record** availability → **Record**
- **Bulk-records** availability → **Records**

## Why

"Payload" was a misnomer — the node holds the record(s) that triggered
the workflow. This is a display-label-only change.

## Notes for reviewers

- **No migration.** The persisted output schema key stays `payload`, so
existing variable references (`{{trigger.payload.x}}`) are unaffected.
- The front recomputes the output schema on the fly
(`computeStepOutputSchema`), so the variable picker shows the new labels
immediately, including for existing triggers.
- The backend (`workflow-schema.workspace-service`) is updated to match
for newly persisted/re-saved schemas. Previously persisted schemas keep
"Payload" until re-saved.
- Added `WORKFLOW_TRIGGER_RECORD_LABEL` /
`WORKFLOW_TRIGGER_RECORDS_LABEL` and removed the now-unused
`WORKFLOW_TRIGGER_PAYLOAD_LABEL`.
- Unit tests updated for both single and bulk cases (55/55 passing).

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2026-06-19 12:36:14 +02:00
Raphaël Bosi 3675f264f1 Infer record pickers for record-typed logic function workflow inputs (#21494)
## Context

Logic functions can declare workflow inputs typed as records or arrays
of records (e.g. the People Data Labs enrichment functions), but the
workflow builder rendered those as a plain text input with a variable
picker, which is not usable.

## What this does

- Adds an `objectUniversalIdentifier` link on input schema properties,
so a record-typed input is tied to a workspace object.
- The SDK build infers it from a
`TwentyRecord<'objectUniversalIdentifier'>` marker type in the handler
signature, reading the object's universal identifier straight from the
source; explicit input schemas can still set the field directly.
- The workflow builder renders these inputs as a single record picker or
a record multi-select with the variable picker on the right. Selected
records are stored as record ids; `TwentyRecord<UID>` is a branded
`string`, so the handler signature reflects that it receives ids (a
bound variable resolves to whatever the referenced step produced).
- The multi-select collapses overflowing chips into a `+N` badge
(reusing `ExpandableList`) and its variable picker offers both record
objects and fields.
- Updates the People Data Labs enrichment inputs as the reference
implementation.

<img width="802" height="824" alt="CleanShot 2026-06-12 at 16 54 10@2x"
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2026-06-19 09:10:01 +02:00
Etienne c6309fd92b feat(workflow): auto-layout steps on AI workflow creation via shared tidy-up (#21756)
## Context

The workflow builder has a "Tidy up" action that auto-positions steps
using a
Dagre layout. However, this lived entirely in the frontend and depended
on node
dimensions measured by React Flow after rendering in the browser.

As a result, workflows (and steps) created through AI Chat / MCP tools
were never
laid out: `create_complete_workflow` accepted optional `stepPositions`
that the
LLM had to invent, and `create_workflow_version_step` stored an optional
position
verbatim. In practice this produced overlapping / poorly positioned
steps.

## What this does

Extracts the tidy-up layout into a pure, frontend-free util in
`twenty-shared` and
reuses it from both the frontend tidy-up and the server, so
AI/MCP-created
workflows are auto-laid out at creation time.

### twenty-shared
- New `computeWorkflowLayout({ nodes, edges, options? })` — a pure Dagre
layout over
a minimal `{ id, width, height }` / `{ source, target }` graph,
returning
top-left-anchored positions (matching React Flow). Ignores edges
pointing to
  unknown nodes.
- New constants: `WORKFLOW_LAYOUT_DEFAULT_OPTIONS`
(ranksep/nodesep/rankdir) and
`WORKFLOW_DIAGRAM_DEFAULT_NODE_DIMENSIONS` (estimated node size for
server-side
  layout, where measured sizes are unavailable).
- Added `@dagrejs/dagre` dependency.

### twenty-front
- `getOrganizedDiagram` now delegates to `computeWorkflowLayout`,
passing real
  measured node sizes. No behavior change for users.

### twenty-server
- New `WorkflowVersionWorkspaceService.autoLayoutWorkflowVersion(...)`
builds the
graph topology via the existing `buildWorkflowGraph` (covers if-else
branches and
iterator loops), feeds estimated node sizes into
`computeWorkflowLayout`, and
  persists through the existing `updateWorkflowVersionPositions`.
- `create_complete_workflow`: removed `stepPositions` from the tool
schema; the
  server always auto-lays out after creation/edges.
- `create_workflow_version_step`: re-tidies the whole version after each
added step
(wired at the tool level so the builder UI is unaffected) and dropped
the now
  redundant `position` field.

## Notes
- Server-side layout uses estimated node sizes, so it is "good enough";
opening the
workflow and running the existing FE tidy-up refines it with real
measured sizes.
- Auto-layout is wired in the MCP tools, not in the shared creation
service, so
  manual step creation in the builder UI is unchanged.

## Test plan
- [x] `twenty-shared` unit tests for `computeWorkflowLayout` (linear
chain, if-else
  spread, dangling-edge safety)
- [x] `twenty-shared` builds; `twenty-server` and `twenty-front`
typecheck
- [x] Lint/format clean on changed files
- [ ] Create a workflow via AI Chat / MCP and confirm steps are laid out
without
  overlap
- [x] Add a step via MCP and confirm the version is re-tidied
- [ ] Frontend "Tidy up" still behaves as before

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2026-06-18 14:10:04 +00:00
Etienne d67aa2889b feat(workflow): add update_agent tool and responseFormat-aware AI Agent step schema (#21755)
## Summary

Brings the workflow AI/MCP tooling for **AI Agent steps** to parity with
the existing **CODE / logic-function** flow, and makes AI Agent output
references reliable in validation and the variable picker.

Just like a CODE step needs a logic function, an `AI_AGENT` step needs
an agent. The agent is already created as a side effect of step
creation; this PR adds the missing "configure it" tooling and fixes the
output schema so it reflects the agent's actual response format.

## Changes

### New `update_agent` MCP tool
- `update-agent.tool.ts`: lets the assistant configure the agent backing
an `AI_AGENT` step — `prompt` (system prompt), optional `modelId`,
optional `responseFormat` (text or structured json) — via
`AgentService.updateOneAgent`. Direct analog of
`update_logic_function_source`.
- Wired through: added `agentService` to `WorkflowToolDependencies`,
injected `AgentService` and registered the tool in
`workflow-tool.workspace-service.ts`, imported `AiAgentModule` in
`workflow-tools.module.ts`.

### Guided creation flow (mirrors CODE)
- `create-workflow-version-step.tool.ts`: `enrichResultWithNextStep` now
returns an `AI_AGENT` hint instructing the assistant to call
`update_agent` with the step's `settings.input.agentId` (and to set the
task prompt via `update_workflow_version_step` if needed).
- `create-complete-workflow.tool.ts`: rejects `AI_AGENT` steps (it
inserts steps directly and never runs the side effect that creates the
agent), with a description note pointing to
`create_workflow_version_step` + `update_agent`. Same treatment CODE
already gets.

### Correct output schema for AI Agent steps
- Backend `computeStepOutputSchema`
(`workflow-schema.workspace-service.ts`): the `AI_AGENT` case now
derives the output schema from the agent's `responseFormat` instead of a
hardcoded `{ response }`:
  - text → `{ response: string }`
  - json → one leaf per `responseFormat.schema.properties` field
This makes workflow validation resolve `{{stepId.fieldName}}` references
against the agent's real output (previously json agents validated wrong:
real fields rejected, `{{stepId.response}}` accepted but undefined at
runtime).
- Frontend `useStepsOutputSchema.ts`: when an `AI_AGENT` step has no
persisted `outputSchema`, fall back to generating it from the agent's
`responseFormat` (via `FindManyAgents` + the existing
`agentResponseSchemaToOutputSchema`) instead of the hardcoded `{
response }`. Keeps the variable picker correct for structured agents.

## Why output schema matters

Validation resolves every `{{stepId.path}}` against the referenced
step's `settings.outputSchema` (`validateWorkflowVariableReferences`).
The agent step's output schema is therefore the single source of truth
for "is the right output referenced." Because the runtime output depends
on `responseFormat` (text → `{ response }`, json → schema fields
directly), the schema must be derived from `responseFormat` to be
accurate.

## Not solved issue
We want each AI_AGENT step's settings.outputSchema to always match the
backing agent's responseFormat:
- text → { response }
- json → one field per responseFormat.schema.properties
That output schema is what everything downstream relies on: validation
(validateWorkflowVariableReferences resolves {{stepId.field}} against
it), the frontend variable picker (useStepsOutputSchema), and it's also
persisted inside workflowVersion.steps.

Agent should be unique source of truth but syncing agent -> step is not
possible


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2026-06-18 13:00:21 +00:00
Etienne 39e00d5853 feat(workflow): expected output schema for runtime-output steps + validation (#21744)
## Summary

Extends the workflow validation layer (introduced in #21422) and adds a
new
"expected output schema" capability for steps whose output structure is
only
known at runtime.

Some workflow steps (HTTP Request, Code, Logic Function, AI Agent
(coming soon), Webhook
trigger) don't have a statically known output shape, so downstream steps
can't
resolve `{{step.x.y}}` variable paths or validate them. This PR lets
users
declare a **sample/expected output** for those steps, derives an output
schema
from it, and uses that schema both to power variable resolution and to
surface
validation issues at build time.

## What's included

### Expected output schema (shared schemas + types)
- New `expectedOutputSchemaShape` reused across the HTTP request, code,
logic
function and AI agent action settings schemas, plus the webhook trigger
  schema (`expectedOutputSchema` optional loose object).
- Mirrored on the server-side action/trigger settings types.

### Output schema computation (server)
- `workflow-schema.workspace-service` now computes a step's output
schema from
  the user-declared `expectedOutputSchema` sample (via
`getOutputSchemaFromValue`) when no statically computed schema is
available.

### Validation layer (server)
- `STEP_HAS_NO_VARIABLE_REFERENCE` (warning): flags steps of
`VARIABLE_CONSUMING_ACTION_TYPES` (HTTP_REQUEST, CODE, LOGIC_FUNCTION,
SEND_EMAIL, record CRUD) that reference no upstream variable.
- `LOGIC_FUNCTION_OUTPUT_SCHEMA_MISMATCH` /
`AI_AGENT_OUTPUT_SCHEMA_MISMATCH`
(warnings): compare the declared output schema against the expected
sample
using the new shared `getOutputSchemaMismatchIssues` util (missing keys,
  leaf/object mismatches, type mismatches).
- Trigger is now validated alongside steps (trigger type requirements +
  trigger variable references).
- Validation issues no longer return both `suggestions` and
`availablePaths`
  when they are identical (avoids redundant, costly payloads).

### Shared utilities
- New `getOutputSchemaMismatchIssues` (+ tests) in
`twenty-shared/logic-function`.
- Moved `agentResponseSchemaToOutputSchema` from `twenty-front` into
  `twenty-shared/ai` so it can be reused on both sides.

### Frontend
- New `WorkflowExpectedOutputBodyInput` component (JSON sample editor
with
validation) used by HTTP request, code, logic function and AI agent step
  editors.
- New `resolvePersistedStepOutputSchema` util + `useStepsOutputSchema`
update:
  resolves a step's output schema from `outputSchema`, falling back to
  `expectedOutputSchema`, with an AI_AGENT default.
- HTTP request / code / logic function editors persist
`expectedOutputSchema`
  and derive `outputSchema` from it.
- Webhook trigger default settings include `expectedOutputSchema`.


BONUS : iterator loop validation

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2026-06-18 10:31:01 +02:00
Thomas Trompette 105f9565a5 feat(workflow): surface manual-trigger payload + metadata in variable picker (#21692)
## Summary

Step 2 of the manual-trigger output schema restructuring (expand →
display → migrate → contract).

Builds on the now-merged #21676 (which expanded the runtime payload to
serve `payload` and `metadata` siblings at the trigger root). This PR
**surfaces** those in the variable picker as nested, expandable nodes:

- `trigger.payload.{record fields}` — the record(s) that triggered the
run
- `trigger.metadata.workspaceMemberId` — who triggered it

The flat root fields (`trigger.id`, etc.) remain available, so existing
saved variable references keep working until a later migration phase
moves them.

### Changes
- **twenty-shared**: metadata/payload label constants +
`build-manual-trigger-metadata-node` util + barrel exports.
- **twenty-front**: `computeStepOutputSchema` MANUAL branch now nests
`payload` (RecordNode for SINGLE_RECORD, array Node for BULK_RECORDS,
omitted for GLOBAL) and `metadata`; `ManualTriggerOutputSchema` type
updated to `{ payload?; metadata }`.
- **twenty-server**: `computeTriggerOutputSchemaFromAvailability`
mirrors the same nested shape for server-side validation.

The key is `metadata` (not `_metadata`) — custom fields can't start with
`_`, so collision risk was deemed acceptable.

## Test plan
- [x] `npx nx build twenty-shared`
- [x] `computeStepOutputSchema` unit tests pass (55)
- [x] Manual: create a manual-trigger workflow (GLOBAL / single-record /
bulk), confirm the picker shows `payload` and `metadata` as expandable
folders and that selecting a field yields `{{trigger.payload.<field>}}`
/ `{{trigger.metadata.workspaceMemberId}}`

> Note: server typecheck has pre-existing unrelated failures on main
(Stripe billing mocks, gmail mocks); none touch workflow files.

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2026-06-17 15:54:35 +00:00
Thomas Trompette 8130fa1c45 feat(workflow): use workspace member as variable sender for emails (#21582)
## Summary

Lets the email workflow node sender be driven by a variable: the
connected-account field accepts a `{{variable}}`, and the backend
resolves it to a connected account at run time.

<img width="436" height="195" alt="Capture d’écran 2026-06-16 à 11 59
27"
src="https://github.com/user-attachments/assets/18eee21e-aed6-4447-9bf4-5cb0e2cfc371"
/>

### Email sender by variable
- The connected-account field now accepts a `{{variable}}` via the
variable picker (uses `FormSelectFieldInput` with
`WorkflowVariablePicker`), with a hint to pick a connected account or
set a workspace member as a variable.
- The email workflow action resolves the stored sender value explicitly:
if it is a `workspaceMemberId` (a UUID matching a workspace member), it
resolves that member's first connected account; otherwise the value is
used directly as a `connectedAccountId`.
- Resolution lives in `EmailWorkflowActionBase` and applies to both
`SEND_EMAIL` and `DRAFT_EMAIL`. If a matching member has no connected
account, the run fails fast with a clear message (no silent fallback).
- `DRAFT_EMAIL` also fails fast when the resolved connected account is
missing the required OAuth scopes (`gmail.compose` / `Mail.Send`), via a
server-side `getMissingDraftEmailScopes` util that mirrors the front-end
check.
- Existing workflows with a hardcoded `connectedAccountId` keep working
unchanged (no migration needed).

> Note: exposing the running workspace member as a manual-trigger
variable (`_metadata.workspaceMemberId`) is split into a follow-up PR.

## Test plan
- [x] Backend unit tests for `draft-email-tool`,
`get-missing-draft-email-scopes`, and the `send-email` / `draft-email`
workflow actions (incl. workspace-member sender resolution)
- [x] Lints clean on all changed files
- [x] Manual: configure an email node with a workspace-member variable
sender and confirm it resolves and drafts/sends
- [x] Manual: confirm a member lacking compose permission fails the run
with the permission message

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---

### Update — scoped to Draft Email only

The sender variable picker is now exposed **only on the Draft Email
node**. The Send Email node keeps a plain account select (no variable
picker, no variable hint) until we enable it there in a follow-up.
Backend resolution still lives in `EmailWorkflowActionBase` and remains
generic, so enabling the picker for Send Email later requires no backend
change.
2026-06-17 13:57:22 +00:00
neo773 1ad919955a Support variables file email attachment (#21613)
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2026-06-16 18:11:37 +02:00
Etienne ceb7698689 fix(ai) - workflow tool outputs optim + display fix (#21500)
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2026-06-16 08:50:16 +00:00
Marie 4be76e3fd1 Support morph relations in workflow record nodes (#21403)
## Support morph (polymorphic) relations in workflow record nodes

Morph relations (e.g. a polymorphic `Owner` on `Pet` targeting `Person`
or `Company`) were not selectable in the workflow **Create / Update /
Upsert Record** nodes. This PR adds full support for setting them.

### What changed

**Frontend**
- `shouldDisplayFormField`: allow `MORPH_RELATION` (many-to-one) so
morph fields appear in record forms.
- New `FormMorphRelationToOneFieldInput`: a polymorphic record picker
across the morph's target objects, storing a self-describing value `{
targetObjectMetadataId, id }`.
- Wired the morph branch into `FormFieldInput`.

**Backend**
- New `formatWorkflowRecordMorphRelationFields` util: resolves the form
value (stored under the base field name, e.g. `owner`) into the correct
per-target join column (`ownerCompanyId`), nulling siblings to keep
exactly one target referenced.
- Wired into the create / update / upsert workflow actions (update also
expands `fieldsToUpdate` to the concrete join columns).

### Permissions handling
- The picker's search is scoped to only the morph targets the user can
read (`canReadObjectRecords`), so it no longer breaks when a target
object is inaccessible.
- If an existing value points to an object the user can't read, the
field shows the reused **"Not shared"** lock display instead of an empty
field, while remaining editable when other targets are readable.

### Notes
- No data schema / migration changes — reuses the existing per-target
morph columns and stores the selection in the existing workflow step
JSON settings.

<img width="607" height="717" alt="Screenshot 2026-06-10 at 14 57 40"
src="https://github.com/user-attachments/assets/496442a1-04a5-40f8-8b56-b28e38b00d5a"
/>

Also handles the case where the selected record is not readable
<img width="596" height="737" alt="image"
src="https://github.com/user-attachments/assets/c5ffb94e-3838-4db5-853e-f8e490331f23"
/>
2026-06-15 12:56:17 +00:00
Charles Bochet 9bb98fa5b5 fix(billing): don't crash when workspace has no active subscription (#21510)
## Problem

Sentry (high severity, SLA-breaching): `Billing Subscription Not Found:
No active subscription found for workspace …`

The `billingSubscription` workspace-cache provider
(`WorkspaceBillingSubscriptionCacheService.computeForCache`) called
`getCurrentBillingSubscriptionOrThrow`. For a workspace whose
subscription is fully canceled, `getCurrentBillingSubscription` filters
out `Canceled` and returns `undefined`, so the provider **threw**
`BILLING_SUBSCRIPTION_NOT_FOUND`.

That cache key is read on every usage-recording path:
- workflow execution
(`WorkflowExecutorWorkspaceService.sendWorkflowNodeRunEvent`)
- AI usage (`AiBillingService`)
- logic-function execution (`LogicFunctionExecutorService`)
- app charges (`AppBillingService`)
- the gate `BillingUsageService.canFeatureBeUsed` /
`hasAvailableCredits` / `decrementAvailableCreditsInCache`
- the cancellation webhook
(`invalidateAndRecompute('billingSubscription')`)

So any of these throws an unhandled exception for a
no-active-subscription workspace. The intent was clearly to tolerate
this state — `canFeatureBeUsed` already guards with
`isDefined(billingSubscription)` and the workflow runner logs *"there is
no subscription for this workspace"* — but the throwing provider made
those guards unreachable.

## Fix

- `computeForCache` now returns `FlatBillingSubscription | null` via the
non-throwing `getCurrentBillingSubscription`, and the cache type allows
`null`.
- Every consumer guards the absent case (`isDefined` / optional
chaining) and no-ops: usage events still emit with an undefined
`periodStart`, credits aren't decremented, `hasAvailableCredits` returns
`false`.
- `getCurrentBillingSubscriptionOrThrow` is **left untouched** for the
many callers (resolver, subscription-update, etc.) that genuinely
require a subscription.

## Test

Adds `workspace-billing-subscription-cache.service.spec.ts`: the
provider returns `null` when there's no active subscription (regression)
and the flattened subscription when one exists.

All 142 tests across the billing / ai-billing / workflow-executor suites
pass; `oxlint --type-aware` and `oxfmt` are clean.

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2026-06-12 22:47:44 +02:00
Thomas Trompette ba94c3b857 feat(workflow): idempotent stop + retry failed runs from failing step (#21458)
https://github.com/user-attachments/assets/5a25396f-8959-4bd8-93cb-1187559ffe5f



## Summary

Two workflow-run improvements, with all non-trivial logic isolated in
pure, unit-tested utils.

### 1. Idempotent stop
`stopWorkflowRun` no longer throws when a run is already in a terminal
status (`COMPLETED` / `FAILED` / `STOPPED`) or already `STOPPING`; it
returns the run unchanged. This fixes:
- bulk stop aborting on the first non-stoppable run in a
mixed/select-all selection,
- the click-vs-processing race on a single run (run finishes between
click and mutation).

It also releases the cached not-started throttle slot when stopping a
`NOT_STARTED` run (prevents counter drift), and ends runs with no
`state` directly.

### 2. Retry a failed run from the failing step
New `retryWorkflowRun` mutation (same guards/passthrough as
`stopWorkflowRun`). It resets the failed step(s) to `NOT_STARTED`, flips
the run to `RUNNING`, and enqueues a `RunWorkflowJob` with the steps to
re-execute; downstream execution and status computation are unchanged.

Logic lives in pure utils:
- `build-retry-step-infos.util.ts` - decides per failed step what to
reset; delegates iterator-specific logic to
`build-retry-iterator-step-infos.util.ts` (an iterator that failed
mid-loop is restored to `RUNNING` with cursor preserved, an iterator
that failed itself restarts its whole loop).
- `get-runnable-step-ids.util.ts` - reuses the executor's
`shouldExecuteStep` to also resume branches that never started (avoids
hangs), excluding loop-interior steps.

The service method only orchestrates; the job's status check is a race
guard (retriability is enforced in the service before enqueue).

A "Retry" command menu item surfaces only for `FAILED` runs
(`someEquals(selectedRecords, "status", "FAILED")`).

### 3. Keep the run diagram visible across regenerations
The run diagram is regenerated on every run state change, producing
fresh nodes without the dimensions Reactflow had measured. Reactflow
hides unmeasured nodes until it re-measures them, so the diagram could
flicker and disappear when the last regeneration before going idle left
nodes unmeasured (reproducible after retrying a failed run). The
regenerated nodes now carry over the previously measured dimensions (by
id) so they stay rendered.

## Test plan
- [x] Unit tests for both retry utils (9 cases: plain failed step,
non-failed untouched, iterator mid-loop restore, iterator self-failure,
frontier parent gating, entry steps, loop-interior exclusion, parallel
branches)
- [x] `twenty-server` + `twenty-front` typecheck
- [x] `lint:diff-with-main` clean for both packages
- [x] Manual: retry a failed run repeatedly and confirm the diagram
stays visible
- [ ] Manual: stop a COMPLETED/mixed selection (no error), retry a
failed run and confirm it resumes from the failing step
2026-06-12 15:25:53 +00:00
Thomas Trompette b36c0c51c3 fix(server): keep workflow command menu item label in sync with workflow name (#21490)
## Summary

Fixes #20766 — manual-trigger workflows showed `Manual Trigger` in the
command menu instead of the workflow's name.

Root cause (confirmed against a live instance): the command menu item's
`label` is written **only at activation** in
`createOrUpdateCommandMenuItem`, from `workflow.name`, with a hardcoded
`'Manual Trigger'` fallback. So:
- a workflow activated while unnamed gets the misleading `Manual
Trigger` label, and
- renaming the workflow afterwards never updates the label
(`workflow.updateOne` had no label-related hook).

Changes:
- Add `getWorkflowCommandMenuItemLabel` helper and use it in activation;
the empty-name fallback is now `Untitled Workflow` (consistent with the
rest of the UI) instead of `Manual Trigger`.
- Add `WorkflowCommandMenuSyncWorkspaceService` that updates the active
version's command menu item label/shortLabel from the workflow name
(idempotent, no-op for non-manual / inactive workflows).
- Add `workflow.updateOne` and `workflow.updateMany` post-query hooks
that call the sync service, registered in `WorkflowQueryHookModule`.

Out of scope (separate follow-up): the activation create path can
produce duplicate command items for one `workflowVersionId`; recommend
making it idempotent / adding a unique constraint.

## Test plan

- [x] `oxlint --type-aware` + `oxfmt` clean on changed files
- [x] Editor TS diagnostics clean (full `nx typecheck` was starved by
local dev servers)
- [ ] New integration test
`workflow-command-menu-label.integration-spec.ts`:
  - labels the command menu item with the workflow name on activation
  - updates the label when the workflow is renamed
  - falls back to `Untitled Workflow` when the name is cleared

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2026-06-12 14:54:32 +00:00
Thomas Trompette a8a8bbb2ed feat(workflow): add offset to Find Records node for pagination (#21484)
<img width="471" height="362" alt="Capture d’écran 2026-06-12 à 15 38
45"
src="https://github.com/user-attachments/assets/9656d3a6-6f56-4587-add6-55c0a0a32482"
/>

## Summary

The workflow Find Records (search) node previously exposed only
`objectName`, `filter`, `sort`, and `limit` (capped at
`QUERY_MAX_RECORDS` = 200), with no way to page beyond the first page of
results.

This adds an optional **Offset** to the node so a workflow can fetch an
arbitrary page (`offset = pageIndex * limit`) while keeping the same
filter and sort. The underlying `FindRecordsService` already accepts
`offset` (it forwards it to the query runner's `skip`, and stabilizes
ordering with an `id` tiebreaker), so this change just threads `offset`
through the remaining layers:

- `workflowFindRecordsActionSettingsSchema` (shared zod schema) — new
optional `offset`
- `FindRecordsInput` type — new optional `offset?: number`
- `find-records.workflow-action.ts` — forwards `offset` to
`FindRecordsService.execute`
- `WorkflowEditActionFindRecords.tsx` — new "Offset" number input
(non-negative, defaults to 0) with form state + persistence
- Default `FIND_RECORDS` step settings — `offset: 0`

### Notes / non-goals
- Offset-only, single page: the node returns one page. Looping over all
pages inside one run is not included (the Iterator action loops a static
array and cannot re-query). The node output already returns
`totalCount`, so a workflow can compute total pages as `ceil(totalCount
/ limit)`.
- Offset on very large/changing datasets can be slow or skip/duplicate
rows; cursor/keyset pagination would be a future follow-up.

## Test plan
- [x] Create a Find Records node, set Limit=50, Offset=0 → returns first
page
- [x] Set Offset=50 with the same filter/sort → returns the second page
(no overlap)
- [x] Negative offset shows a validation error and is not saved
- [x] Existing Find Records nodes (no offset stored) still run,
defaulting to offset 0
- [x] Typecheck/lint pass in CI

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2026-06-12 14:11:53 +00:00
Etienne fefd9d7704 feat(workflow) - Add validation layer (#21422)
Add workflow validation framework and consolidate output schema
types/search logic into twenty-shared

This PR introduces a comprehensive workflow validation system that
catches configuration errors at build-time, and consolidates the
fragmented output-schema type definitions and variable-search logic from
the front-end into twenty-shared

**Workflow validation** — A new system that checks workflows for errors
before activation: graph connectivity (unreachable steps, dangling
references), step parameter schemas (via Zod), variable references
(typos, wrong step order), and workspace metadata (non-existent
objects). Returns structured errors/warnings with "did you mean?"
suggestions. Runs automatically after create_complete_workflow and
update_workflow_version_step, and is also available as a standalone
validate_workflow tool.

**Output schema consolidation** — Moves all output schema types and the
variable-search logic from scattered front-end files into twenty-shared,
replacing ~800 lines of duplicated per-schema-type code with a single
unified searchVariableInOutputSchema dispatcher.


To do : 
- validation on CODE and AGENT step

---------

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-12 08:23:03 +00:00
nitin 20c83e1f86 fix(kanban): preserve scroll on board re-init + propagate same-column reorders via SSE (#20637)
closes
https://discord.com/channels/1130383047699738754/1504130730840821860


https://github.com/user-attachments/assets/d5833031-01c6-4e46-b699-c29c42435a53





## Summary

Fixes two related issues with the kanban (board view) collaboration
experience:

1. **Scroll-to-top on every data change** —
`triggerRecordBoardInitialQuery` always scrolled the board to the top,
even when re-initializing for a single-record data change (SSE echo of
your own mutation, a collaborator's update). Scroll reset only makes
sense when the dataset itself changes (filter / sort / group).
2. **Same-column reorders by other users did not propagate** — the
server's diff function stripped `FieldMetadataType.POSITION`, so
position-only updates produced empty `updatedFields` and short-circuited
event emission entirely. SSE clients never received them.

## What's in here

- **Frontend** — `useTriggerRecordBoardInitialQuery` now exposes a
`triggerRecordBoardInitialQueryWithoutScrollReset` variant; data-driven
re-inits in `RecordBoardDataChangedEffect` use it, while genuine filter
/ sort / group changes keep the scroll-resetting
`triggerRecordBoardInitialQuery`. `getRecordBoardEffectsForUpdateInputs`
classifies each update as `trigger-initial-query` / `reposition-records`
/ `none`. For position- or group-only changes we skip the re-query and
reposition records in place in the store
(`useRepositionRecordsOnBoard`), which avoids the flicker and preserves
scroll.
- **Server** — removes `POSITION` from `objectRecordChangedValues`'
strip list, so position-only updates emit a non-empty diff and flow
through SSE. Position is now treated as a field like any other across
all event consumers (SSE, webhooks, workflows, logic functions); a
trigger with an explicit field filter still excludes it.
2026-06-11 07:26:51 +00:00
Thomas Trompette 71480c3888 fix: gracefully handle missing logic functions during workflow destroy (#21362)
## Summary
- Wraps `deleteOneWithSource` calls in `.catch()` during workflow/step
destruction so that a missing logic function (valid UUID but already
deleted) no longer crashes the entire destroy operation
- Adds a `Logger` to `WorkflowVersionStepOperationsWorkspaceService` for
the warning
- Fixes test mock to return a resolved Promise and use a valid UUID

## Context
When a CODE step references a `logicFunctionId` that is a valid UUID but
the logic function no longer exists (e.g. deleted by a previous
operation or orphaned), the destroy fails with "Logic function with id X
not found". This blocks users from cleaning up workflows.

## Test plan
- [x] Destroy a workflow with CODE steps whose logic functions already
exist → succeeds as before
- [ ] Destroy a workflow with CODE steps referencing a
deleted/non-existent logic function → succeeds with a warning log
instead of crashing
2026-06-10 08:54:04 +00:00
Weiko 9c66975520 isCustom deprecation for Objects and Fields (#21228)
## Context

`isCustom` was a legacy denormalized boolean on `ObjectMetadataEntity`
and `FieldMetadataEntity`.
Now that every metadata row carries `applicationId` (via
`SyncableEntity`), "is this custom" is fully derivable, and the stored
boolean was a redundant second source of truth that could drift.

The real meaning of `isCustom` is **"the owning application is not the
twenty-standard application"** — i.e. `!belongsToTwentyStandardApp`.
Note this is *not* "belongs to the workspace custom app" as I initially
thought: third-party-application
objects/fields are custom too. 
The standard application has a globally stable `universalIdentifier`, so
the value derives with no per-workspace lookup.

## Changed
## `isCustom` checks — before → after

`isCustom` is no longer a stored column. The table below lists every
site that branched on it and how it resolves now. The unifying rule:
`isCustom ≡
!isTwentyStandardApplicationUniversalIdentifier(applicationUniversalIdentifier)`.

### Server — behavioural checks

| Location | Purpose | Before | Now |
|---|---|---|---|
| `utils/compute-object-target-table.util.ts` | Physical table name `_`
prefix | `computeTableName(nameSingular, objectMetadata.isCustom)` |
derives from `applicationUniversalIdentifier` (single source for all
table-name callers) |
| `twenty-orm/factories/entity-schema.factory.ts` +
`…/entity-schema-metadata.type.ts` | ORM table name (hot path) |
`object.isCustom` | `object.applicationId !== standardApplicationId`
(computed in `buildEntitySchemaMetadataMaps`) |
|
`twenty-orm/repository/workspace-{delete,soft-delete,update}-query-builder.ts`
| Table name for mutations | `computeTableName(nameSingular,
objectMetadata.isCustom)` | `computeObjectTargetTable(objectMetadata)` |
| `index-metadata/utils/generate-deterministic-index-name-v2.ts` | Index
name hash (must stay bit-identical) | `flatObjectMetadata.isCustom` |
derives from `applicationUniversalIdentifier` |
| `object-metadata/object-record-count.service.ts` | Table name for
record count | `computeTableName(nameSingular, isCustom)` |
`computeObjectTargetTable(flatObjectMetadata)` |
|
`workspace-manager/dev-seeder/data/services/dev-seeder-data.service.ts`
| Match seed config by table name | `computeTableName(item.nameSingular,
item.isCustom)` | `computeObjectTargetTable(item)` |
| `commands/workspace-export/workspace-export.service.ts` +
`…/utils/generate-workspace-schema-ddl.util.ts` | Export table name (raw
entity) | `objectMetadata.isCustom` |
`!isTwentyStandard…(objectMetadata.application?.universalIdentifier)` |
|
`flat-field-metadata/services/flat-field-metadata-type-validator.service.ts`
| Block users creating reserved field types |
`args.flatEntityToValidate.isCustom` |
`!args.flatEntityToValidate.isSystem` |
| `api/common/.../common-create-many-query-runner.service.ts` | Don't
let client overwrite system `createdBy` |
`createdByFieldMetadata.isCustom === false` |
`createdByFieldMetadata.isSystem === true` |
|
`field-metadata/utils/resolve-field-metadata-standard-override.util.ts`
| Skip i18n/overrides for custom fields | `if (fieldMetadata.isCustom)
return raw` | **removed** — falls through on
`isDefined(standardOverrides)` |
|
`object-metadata/utils/resolve-object-metadata-standard-override.util.ts`
| Skip i18n/overrides for custom objects | `if (objectMetadata.isCustom)
return raw` | **removed** — same fall-through |
|
`command-menu-item/utils/build-navigation-interpolation-context.util.ts`
| Override context for nav labels | passed `isCustom` into resolver |
dropped (resolver no longer needs it) |
| `api/common/.../data-arg-processor.service.ts` | `isCustom` for
record-position table name | `flatObjectMetadata.isCustom` | derives
from `applicationUniversalIdentifier` |
| `metadata-modules/minimal-metadata/minimal-metadata.service.ts` |
Minimal DTO + override context | `flatObjectMetadata.isCustom` | derives
from `applicationUniversalIdentifier` |
|
`commands/upgrade-version-command/1-23/…backfill-record-page-layouts.command.ts`
| Filter to custom objects | `objectMetadata.isCustom` |
`!isTwentyStandard…(applicationUniversalIdentifier)` |

### Server — DTO / API population

| Location | Before | Now |
|---|---|---|
|
`flat-object-metadata/utils/from-flat-object-metadata-to-object-metadata-dto.util.ts`
| passthrough `isCustom` | derives from `applicationUniversalIdentifier`
|
|
`flat-field-metadata/utils/from-flat-field-metadata-to-field-metadata-dto.util.ts`
| passthrough `isCustom` | derives from `applicationUniversalIdentifier`
|
|
`object-metadata/utils/from-object-metadata-entity-to-object-metadata-dto.util.ts`
(REST) | `entity.isCustom` | `entity.applicationId !==
standardApplicationId` |
|
`field-metadata/utils/from-field-metadata-entity-to-field-metadata-dto.util.ts`
(REST) | `entity.isCustom` | `entity.applicationId !==
standardApplicationId` |
| `dataloaders/dataloader.service.ts` | passed
`flatFieldMetadata.isCustom` into override resolver | dropped (resolver
no longer needs it) |

> REST controllers (`object-metadata.controller.ts`,
`field-metadata.controller.ts`) resolve `standardApplicationId` once per
request from the cached `flatApplicationMaps`.

### Frontend

| Location | Purpose | Before | Now |
|---|---|---|---|
| `settings/.../SettingsObjectFieldDisabledActionDropdown.tsx` | Whether
an inactive field is deletable | `isDeletable = isCustomField` |
`isDeletable = isCustomField && !isSystemField` |

### Unchanged (out of scope)

`isCustom` on `IndexMetadata` / `View` / `Skill` / `Agent` and their
guards still read the persisted column.

Breaking change is on the isCustom filter on field and object APIs, this
is never used in the FE and unlikely used by external consumers
2026-06-09 13:57:19 +00:00
Marie 2151a414f5 Remove IS_WORKFLOW_RUN_STEP_LOGS_ENABLED feature flag (#21323) 2026-06-08 15:08:20 +00:00
Félix Malfait 91f2f08995 feat(server): unify workspace-event ingestion behind one EventSink pipeline (#21197)
## Why

The five event-log streams (`workspaceEvent`, `pageview`, `objectEvent`,
`usageEvent`, `applicationLog`) each wrote to ClickHouse through their
own fire-and-forget writer (`AuditService`, `UsageEventWriterService`,
and the `application-logs` driver), with the per-type knowledge (table
names, normalization, access rules) spread across several modules. Three
of them reimplemented the same ClickHouse insert, and the read side, the
live stream, and the producers lived in different modules under two
different names.

This consolidates them into one `core-modules/event-logs/` subsystem
(emit, write, live, read), with the per-type config in a single registry
so adding an event type is roughly one file.

The base Logs settings tab and free application logs shipped separately
in #21180 (merged). This PR adds the unified backend, the registry, and
the viewer's live mode and entitlement gating.

## Pipeline

```mermaid
flowchart TB
    subgraph PROD["Producers"]
      A["auth, billing, impersonation,<br/>webhook, custom-domain"]
      U["usage listener"]
      F["logic-function executor (app logs)"]
      R["record CRUD (entity events)"]
    end
    EM["EventLogEmitterService<br/>createContext().insert* / dispatch()"]
    EQ(["entityEventsToDbQueue<br/>(existing, shared with timeline)"])
    CIE["CreateEventLogFromInternalEvent"]
    SINK["WorkspaceEventSinkService.ingest()"]
    C1["ClickHouseEventSink"]
    C2["ConsoleEventSink"]
    LIVE["EventLogLiveService.publishWatched()<br/>(presence-gated)"]
    CH[("ClickHouse, 5 tables, async_insert")]
    CHAN(["WORKSPACE_EVENTS_CHANNEL"])
    RS["EventLogsService (registry-driven read)"]
    LR["EventLogsLiveResolver"]
    UI["Settings > Logs"]

    A --> EM
    U --> EM
    F --> EM
    EM -->|direct| SINK
    R --> EQ --> CIE -->|ingest| SINK
    SINK --> C1 --> CH
    SINK --> C2
    SINK --> LIVE -.->|if a viewer is watching| CHAN --> LR --> UI
    CH --> RS --> UI
```

## What it does

- Producers call `EventLogEmitterService.createContext().insert*()`,
which builds a typed `WorkspaceEventEnvelope` and writes it through
`WorkspaceEventSinkService` to the configured sinks (ClickHouse,
Console) plus a presence-gated live fan-out. Record/CRUD events reach
the same sink through the existing `entityEventsToDbQueue`. There is no
dedicated queue; ClickHouse `async_insert` batches server-side. Writes
are best-effort, as on main today.
- `EVENT_LOG_TYPES[table]` is the per-type source of truth: the
ClickHouse table, the required entitlement, the free-text filter column,
and the row-to-GraphQL mapping. Read row shapes derive from the write
rows.
- Four modules along their dependency boundaries:
`EventLogEmitterModule` (producer API), `EventLogIngestionModule` (sink
layer), `EventLogLiveModule` (fan-out), and `EventLogsViewerModule` (the
entitlement-gated GraphQL read, which is where
billing/enterprise/permissions stay so producers stay light).
- Logs viewer: per-table columns, filters (text, date, record), live
mode, and an upgrade card that points to Billing on Cloud or the Admin
Panel on self-hosted. Application logs are free on every plan; the other
four require the `AUDIT_LOGS` entitlement (with a `NO_ENTITLEMENT`
fallback to the upgrade card).
- Renames `AuditService` to `EventLogEmitterService`, and the generic
`Monitoring` event to a typed `Impersonation` event (`level` +
`action`).
- Removes `UsageEventWriterService`, the `application-logs`
driver/module, and `AuditService`'s direct inserts.

## Durability

Writes are best-effort, the same as main today (the old writers were
fire-and-forget). A dedicated queue was tried mid-PR and removed:
`async_insert` already batches server-side, so the queue only added
durability, which isn't a requirement right now. The `EventSink` seam
keeps a durable transport (e.g. a Redis-Streams buffer) easy to add
later without touching producers.

## Out of scope

S3 peer sink (seam only), Postgres or any second read path,
`ReplicatedMergeTree`, ClickHouse table-schema changes, and the
record-data `EVENT_STREAM_CHANNEL` (unchanged, separate concern).

## Testing

Unit tests cover the registry definitions and row normalization, the
entitlement gating, the envelope builders, and the producers.
Integration tests cover the write paths (record create produces an
`objectEvent`; the track mutation produces a `workspaceEvent`) and the
read/query path across all five tables. Verified with typecheck, lint, a
server boot, and GraphQL/SDK codegen.
2026-06-06 10:32:56 +02:00
Thomas Trompette 0d3c7a47af fix: guard against undefined logicFunctionId when destroying workflow CODE steps (#21256)
## Summary
- Adds `isDefined` guard in `handleLogicFunctionSubEntities` to skip
CODE steps with undefined `logicFunctionId` instead of crashing
- Adds same guard in `runWorkflowVersionStepDeletionSideEffects` for
consistency
- Rejects CODE steps in `create_complete_workflow` AI tool at runtime to
prevent creating workflows with missing logic functions in the first
place

Fixes `"Logic function with id undefined not found"`
INTERNAL_SERVER_ERROR when destroying workflows whose CODE steps were
created via `create_complete_workflow` without a proper logic function.

## Test plan
- [x] Destroy a workflow that has a CODE step with undefined
logicFunctionId → should succeed silently
- [x] Try creating a workflow with a CODE step via
`create_complete_workflow` tool → should return error message
- [x] Normal workflow destroy with valid CODE steps still deletes the
logic function
2026-06-05 14:30:19 +00:00
Félix Malfait c3dd6b25a6 fix: use canonical oxlint rule id in lint-disable directives (#21253)
## What

Many `oxlint-disable` / `eslint-disable` directives across the repo
carry a corrupted rule id — `@typescripttypescript/<rule>` — most likely
a find-and-replace accident that mangled the eslint-era
`@typescript-eslint/` prefix.

oxlint matches disable directives **loosely by rule name**, so these
still suppress in practice (not a silent no-op), but the id is malformed
and misleading.

## Change

Replace them with the **canonical oxlint id** `typescript/<rule>` —
matching the plugin name and rule keys declared in `.oxlintrc.json` —
**127 files, 262 directives**:

| rule | count |
| --- | ----- |
| `typescript/no-explicit-any` | 250 |
| `typescript/ban-ts-comment` | 6 |
| `typescript/no-misused-promises` | 4 |
| `typescript/no-empty-object-type` | 2 |

- `twenty-server`: 122 files
- `twenty-front`: 5 files

Comment-only — no code or runtime changes.

## Verification

`oxlint --type-aware -c .oxlintrc.json` reports **0 warnings / 0
errors** for both `twenty-server` and `twenty-front`. Every changed line
is exactly the id correction inside a disable directive (262 insertions
/ 262 deletions, no collateral edits).

> Addresses the cubic review, which flagged that the canonical oxlint id
is `typescript/...` (no `@`). Worth noting the original
`@typescripttypescript/` was not actually a silent no-op — oxlint
matches these directives loosely by rule name — but `typescript/` is the
correct, config-aligned id.
2026-06-05 13:52:32 +02:00
Paul Rastoin 3d49642d12 [AUDIT] Run knip over twenty-server (#21159)
# Introduction
Run [knip](https://knip.dev/) over twenty-server
Used config:
```json
{
  "$schema": "https://unpkg.com/knip@5/schema.json",
  "workspaces": {
    "packages/twenty-server": {
      "entry": [
        "src/main.ts",
        "src/command/command.ts",
        "src/queue-worker/queue-worker.ts",
        "src/database/scripts/setup-db.ts",
        "src/database/scripts/truncate-db.ts",
        "src/database/clickHouse/migrations/run-migrations.ts",
        "src/database/clickHouse/seeds/run-seeds.ts",
        "src/instrument.ts",
        "lingui.config.ts",
        "test/integration/graphql/codegen/index.ts",
        "test/integration/utils/setup-test.ts",
        "test/integration/utils/teardown-test.ts",
        "scripts/**/*.ts",
        "**/*.spec.ts",
        "**/*.integration-spec.ts"
      ],
      "project": ["src/**/*.ts", "test/**/*.ts", "scripts/**/*.ts"],
      "ignore": [
        "src/database/typeorm/**/migrations/**",
        "src/database/typeorm/**/*.entity.ts",
        "**/*.workspace-entity.ts",
        "**/logic-function-resource/constants/seed-project/**"
      ],
      "ignoreDependencies": ["@types/psl", "@types/aws-lambda"],
      "ignoreBinaries": ["nest", "lingui", "typeorm"]
    }
  }
}
```
2026-06-04 10:05:22 +00:00
Etienne 15eaabdbc1 fix(ai) - optimize crud tools (#21133)
- **Add delete many**, `delete_many_{object}` added alongside the
existing `delete_one_{object}`.
- **Uniformize naming**, crud module, type names, and MCP helper
constants renamed for consistency.
- **Optimize tool schema (learn phase)**
  - `find_many(_companies)`: **7 158 → 2 700 tokens**
  - `find_one(_company)`: **280 → 126 tokens**
  -  ....
- Main mechanism: `reused: 'ref'` (line 7 of
`to-tool-json-schema.util.ts`). Zod walks the schema tree, tracks which
Zod schema instances appear more than once, and emits each reused
instance exactly once in `$defs`, replacing all subsequent occurrences
with a `$ref`. Works because filter and value schemas are now extracted
as shared objects.

- **Optimize system prompt (tool catalog)**, DATABASE_CRUD section
restructured to list operation patterns (`find_many_{object}`, …) once +
objects once, instead of the full N×M cross-product of tool names.
- **Optimize execute_tool**, shared record-properties schema (same
`$defs` deduplication applies at call time); introduced `upsert_many`;
added `selectedFields` to `find_*` so the agent only fetches the fields
it needs.
2026-06-03 17:57:40 +00:00
Marie 4b15b949f3 Provide additional logsobservability to workflow runs (per node) (#21142)
Surfaces per-step "Logs" tabs in the workflow run side panel so users
can see what each step actually did (model + tokens + tool calls for AI,
console output for serverless functions, request/response for HTTP,
recipients/body for Email).

<img width="546" height="501" alt="ai_agent_without_websearch"
src="https://github.com/user-attachments/assets/c6ca3518-9489-4484-a570-3d0569ff3b03"
/>

## Storage

- New `stepLogs` JSONB column on the `workflowRun` workspace entity,
typed as `Record<string, WorkflowRunStepLog>` (keyed by step id).
- Schema lives in `twenty-shared`: `workflowRunStepLogSchema` with a
discriminated `details.type` union for `AI_AGENT | CODE | HTTP_REQUEST |
EMAIL` — frontends and backends consume the same Zod-inferred type.
- Field is added to existing workspaces via a workspace upgrade command
(`2-9 add-workflow-run-step-logs-field`); the standard-object metadata
declares it for new workspaces.
- Writes happen atomically per step in
`WorkflowRunStepLogWorkspaceService.setStepLog` using `jsonb_set`. That
lets concurrent steps in the same run write their own keys without
contending with the existing lock around `workflowRun.state`.
- Per-step payload is hard-capped at 256 KB; anything larger is dropped
with a `logger.warn`, so a pathological tool call can never bloat a row.
See below for more information.

## How logs are produced

**Aalmost everything was already being collected; this PR mostly
persists and renders it.**

- **AI agent** — `AgentAsyncExecutorService` already tracked token
usage, model id, native web-search count, and the AI SDK's `steps[]`. We
map those into the log via `mapAiStepsToToolCallLogs` (`searchVector`
stripped from record outputs, per-call input/output capped at 32/64 KB,
max 200 tool calls per step). The only new measurement is a wall-clock
`durationMs` taken around `executeAgent`, and we now fold native
web-search cost into the displayed `totalCostInDollars` (it was already
billed, just not shown).
- **Code / serverless function** — reuses the `console.log` output the
function runner already returns (`logsByLevel`);
`build-code-step-log.util` only repackages it.
- **HTTP request** — built from the action's existing input/output via
`build-http-request-step-log.util`. No new signals collected.
- **Email (send / draft)** — added `sanitizedHtmlBody` + `plainTextBody`
to the existing tool outputs (a small additive change), then
`build-email-step-log.util` consumes them.

No additional AI inference or external calls are made for logging — the
cost is a small CPU overhead per step plus the JSONB write.

## Security

The log surface intentionally shows whatever the workflow touched, which
made redaction and sanitization the main design concern.

- **HTTP — secrets in headers**: existing `SENSITIVE_HEADER_NAMES` set
(Authorization, Cookie, …) replaced with `[redacted]` in both request
and response.
- **HTTP — secrets in URLs**: `SENSITIVE_URL_PARAM_NAMES` (e.g.
`api_key`, `token`, `access_token`) replaced in the query string via
`URL`-based parsing.
- **HTTP — secrets in bodies**: `SENSITIVE_BODY_KEY_REGEX` deep-walks
JSON request/response bodies (object input or stringified JSON) and
redacts matching keys. Applied to the `error` field too, since
transport-layer errors sometimes embed structured payloads.
- **Email — XSS risk in body preview**: tool outputs now expose a
server-side `sanitizedHtmlBody`; the log builder prefers it over the raw
user-authored `input.body`, with `plainTextBody` as a second fallback.
The original raw body is only used if sanitization didn't happen (e.g.
tool failed before composing).
- **AI — internal/noisy data**: `searchVector` (Postgres tsvector
strings) is stripped from record outputs returned by Twenty tools to
avoid leaking internal full-text-search payloads.
- **DB bloat / runaway agents**: 256 KB per-step cap + 32 KB / 64 KB
per-tool-call input/output cap + 200 tool calls per step.

<img width="547" height="307" alt="logic_function"
src="https://github.com/user-attachments/assets/dd4a3d16-67f2-434b-95b3-bdcaf9ed053d"
/>

## More details on Log size & truncation

Logs are stored in `workflowRun.stepLogs` (JSONB), keyed by `stepId`.

### Per-step cap

Each step's log is hard-capped at **256 KB** (`MAX_STEP_LOG_BYTES` in
`WorkflowRunStepLogWorkspaceService.setStepLog`).

For ~99% of workflows this is roomy — typical real-world sizes:
- Code / serverless function: 1–20 KB
- HTTP request: 5–70 KB
- Email: 5–30 KB
- AI agent (a handful of tool calls): 5–50 KB

### Two layers of bounding

1. **Per-field truncation** in each builder (before writing):
   - **Code**: ≤ 500 entries, ≤ 4 KB per message, ≤ 8 KB stack trace
   - **HTTP**: ≤ 32 KB per body (request + response), UTF-8 byte-aware
   - **Email**: ≤ 8 KB body preview, UTF-8 byte-aware
- **AI agent**: ≤ 32 KB tool input, ≤ 64 KB tool output, ≤ 200 tool
calls/step

2. **Global per-step safety net** at write time: if the assembled
`stepLog` still exceeds 256 KB, the write is **dropped entirely** with a
`logger.warn`. The workflow itself keeps running unaffected.

### What this means in practice

- **Safe**: workflow execution, step results, downstream steps — never
blocked by log size.
- **Safe**: iterators (each iteration overwrites the previous log for
that `stepId`, so they can't accumulate).
- **Safe**: step retries (same `stepId` is overwritten, not appended).
- **Possible**: an AI agent step with many large tool outputs (e.g., 50+
heavy `web_search` calls) can exceed 256 KB → the **entire** step's log
is dropped, side panel shows "No logs were recorded for this step". The
user has no explicit signal that the log was dropped due to size (only
server-side warn).
- **Possible** (theoretical): a workflow with hundreds of distinct steps
could push the row toward Postgres's internal ~256 MB jsonb limit.
Beyond that, individual `jsonb_set` writes would error and be swallowed
by the action's try/catch — workflow still completes.

### Possible future hardening (not in this PR)

- Replace "drop entire log" with a stub that preserves the summary card
(cost, duration, status) and marks `truncated.reason = 'size_cap'`.
- Surface size-drops in the UI (similar to the existing
`<StyledTruncatedNotice>`).
- Emit a metric so dropped logs are observable in dashboards.
2026-06-03 16:53:47 +00:00