Rashad Karanouh
f7463886a6
## Summary
Adds an external **Partner** self-service role that sees and edits only
its own
records via row-level security (RLS), so a validated partner can sign in
and manage
just the deals they're matched on.
## What's included
- **`partnerUser` relation** on Partner, Person, Company, Opportunity (+
inverse
relations on Workspace Member) — the login member a record belongs to.
- **RLS predicates** scoping each of those objects to "partnerUser IS
the current
workspace member", plus a self-scope on Workspace Member so member-typed
relations
resolve without exposing the internal team roster. Applied out-of-band
via
`yarn rls:configure` (the app manifest cannot ship RLS predicates).
- **Assign / unassign cascade** (`on-opportunity-partner-assigned` logic
function):
assigning a Partner to an Opportunity stamps `partnerUser` onto the
Opportunity +
its Company + People; removing the Partner clears it (and cascades to
the
Company/People when no other deal of that member still uses them).
- **Partner role permissions**
- Partner profile: full read/update.
- Opportunity: read all; **update `stage` and `amount` only** (every
other
user-facing field locked).
- Company / Person: read-only.
- Workspace Member: read-only, RLS-scoped to self.
- **`partnerUser` column** added to the Validated Partners view so the
login member
can be assigned inline.
## Install / upgrade note
After install or reinstall, run `yarn rls:configure` (`:prod` variant
for prod) to
(re)apply the RLS predicates and verify the field-permission locks.
Manifest sync
handles object/field permissions; predicates are applied by this script.
## Platform gaps found (for the eng team)
1. **Manifest sync doesn't invalidate the roles-permissions Redis
cache.** Permission
changes deployed via `yarn twenty dev --once` persist to the DB but
aren't reflected
in the cached snapshot used for enforcement until
`engine:workspace:metadata:permissions:roles-permissions:<workspaceId>:{data,hash}`
is flushed. Relevant on any real workspace when permissions change.
2. **Locking a server-injected field silently breaks all updates.** The
`*.updateOne`
pre-query hook writes `updatedBy` into every update, so
`canUpdateFieldValue:false`
on `updatedBy` makes the permission check reject *every* record update
with
`PERMISSION_DENIED`. Field-permission lock lists must exclude
server-managed/injected
fields (`updatedBy`; and `position`, co-written with `stage` on kanban
drag).
## Version
Minor bump → `0.5.0` (new role, new fields, new behaviour;
backwards-compatible).
## Testing
- Verified locally as a partner user: edits own profile; edits
Opportunity stage +
amount; Company/Person read-only; sees only matched deals; unassigning a
partner
removes the deal (and its company/people) from the partner's view.
- `yarn rls:configure` passes (5 predicates upserted; 24 Opportunity
fields locked,
stage + amount editable).
- Lint clean.
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Define objects, fields, and views as code:
import { defineObject, FieldType } from 'twenty-sdk/define';
export default defineObject({
nameSingular: 'deal',
namePlural: 'deals',
labelSingular: 'Deal',
labelPlural: 'Deals',
fields: [
{ name: 'name', label: 'Name', type: FieldType.TEXT },
{ name: 'amount', label: 'Amount', type: FieldType.CURRENCY },
{ name: 'closeDate', label: 'Close Date', type: FieldType.DATE_TIME },
],
});
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npx twenty app:publish --private
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