Files
twenty/packages/twenty-server/test
Abdullah.andGitHub 20a2c3836e feat: introduce role selector when inviting members to a workspace (#18085)
This PR adds an explicit role selector to the "Invite by email" flow,
requires a role choice before sending, and stores the selected role with
each invitation. The backend now accepts and persists `roleId` on
invitations and applies it when the invite is accepted, while keeping it
optional to avoid breaking existing clients and legacy invites.

---

### Frontend

- **Settings → Members → Invite by email**
- New **Role** dropdown (same `Select` pattern as member/API key role
selectors) between the email input and Invite button.
- Roles are loaded via `SettingsRolesQueryEffect` and
`settingsAllRolesSelector`; only roles with `canBeAssignedToUsers` are
shown.
- Role is **required**: form validates `roleId` (e.g.
`z.string().min(1)`) and the Invite button is disabled until a role is
selected and emails are valid.
- `WorkspaceInviteTeam` receives `roles` as a prop from the parent;
layout is responsive (e.g. stacked on small viewports).
- **Pending invitations table**
- New **Role** column showing the invitation’s role label (or "Unknown
role" for legacy invites without `roleId`), using the same roles source
for lookup.
- **Onboarding invite step**
- When sending invites during onboarding, the workspace **default role**
is used when available (`currentWorkspace?.defaultRole?.id`), so no role
selector is added there.
- **GraphQL**
- `sendInvitations` mutation accepts optional `roleId`;
`findWorkspaceInvitations` and resend mutation responses include
`roleId` on `WorkspaceInvitation`. Frontend types (e.g.
`WorkspaceInvitation`, hook variables) updated accordingly.

---

### Backend

- **API**
- `SendInvitationsInput` has an **optional** `roleId` (UUID, nullable).
The resolver normalises `null` to `undefined` so existing callers and
legacy flows are not broken.
- **Validation (when `roleId` is provided)**
- Role checks are centralised in **RoleValidationService**
(`RoleValidationModule`, in `metadata-modules/role-validation/`). It
validates that the role exists in the workspace and has
`canBeAssignedToUsers`, and throws a permissions-style error otherwise.
This avoids circular dependencies (e.g. `RoleModule` imports
`UserWorkspaceModule`, so invite/accept flows cannot depend on
`RoleModule`).
- **Send flow:** `WorkspaceInvitationResolver` and
`WorkspaceInvitationService.sendInvitations` both call
`RoleValidationService.validateRoleAssignableToUsersOrThrow` when
`roleId` is present (resolver before calling the service; service again
before creating tokens so that **resend** also validates the stored role
and fails fast if the role was deleted or made unassignable).
- **Accept flow:**
`UserWorkspaceService.addUserToWorkspaceIfUserNotInWorkspace` uses the
same service in `resolveRoleIdForNewMember` when an invitation provides
a `roleId`, then falls back to `workspace.defaultRoleId` when not.
Role/default is resolved and validated before any user/workspace/member
creation.
- **Persistence**
- Invitation app tokens store `roleId` in `context` next to `email`
(`context: { email, roleId? }`). `generateInvitationToken` and
`createWorkspaceInvitation` accept an optional `roleId` and only add it
to `context` when defined.
- **Resend**
- Resend passes the existing invitation’s `context.roleId` into
`sendInvitations`. The service validates that role (when present) before
creating the new token, so if the role was deleted or made unassignable,
resend fails with a clear error instead of sending a broken link.
- **Response shape**
- `SendInvitationsOutput.result` remains `WorkspaceInvitation[]`. When
`usePersonalInvitation` is false we only push full invitation records
(from `castAppTokenToWorkspaceInvitationUtil`), so the result always
matches the GraphQL type (`id`, `email`, `roleId`, `expiresAt`).
- **Modules**
- `WorkspaceInvitationModule` and `UserWorkspaceModule` import
**RoleValidationModule** (not `RoleModule`) and inject
**RoleValidationService** for validation. `RoleModule` imports
`RoleValidationModule` and `RoleService` delegates to
`RoleValidationService` for the same validation where the module graph
allows.

---

### Backward compatibility

- **Optional `roleId`**: Clients that don’t send `roleId` (or send
`null`) are unchanged; invitations are created without a role and the
accept flow uses the workspace default role.
- **Legacy invitations**: App tokens with only `context.email` still
work; `context.roleId` is optional and the UI can show e.g. "Unknown
role" for those in the pending-invitations table.
2026-03-02 18:58:32 +01:00
..