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Sandboxes: corrections, new sections, and screenshots#790

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josephjclark merged 2 commits into
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update-sandbox-docs
May 20, 2026
Merged

Sandboxes: corrections, new sections, and screenshots#790
josephjclark merged 2 commits into
mainfrom
update-sandbox-docs

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@elias-ba
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@elias-ba elias-ba commented May 18, 2026

Summary

Rewrites docs/build/sandboxes.md against the current release/2.16.4 behaviour in Lightning.

Corrections

  • Credentials are shared with the parent, not duplicated. Sandboxes.clone_credentials_from_parent/2 only copies the project_credentials link; the credentials themselves are shared.
  • Subscription / billing is shared, not separate. Subscription belongs_to :project is constrained to root projects (sandboxes share their parent's subscription), so usage in a sandbox counts toward the parent's allowances.
  • Triggers start disabled at creation. clone_triggers_with_disabled_state/2 sets enabled: false unconditionally.
  • "Destroyed after merging" is wrong. Source is scheduled for deletion with the configured grace period; it's restorable from the sandboxes list during the window.
  • Conflicts section described a non-existent "force the merge" toggle. Actual UX is per-workflow Changed / Diverged / New / Deleted in sandbox tags in the merge confirmation modal.
  • Three typo fixes (seperate, worklow, pushed).

New sections

  • Who can do what role table reflecting the visibility/access rules from OpenFn/lightning#4763: direct membership is required to see or open a sandbox; merge requires admin/owner on the source plus editor+ on the target; User.role is a user type, not a project role.
  • Restoring a deleted sandbox covers the soft-delete + grace-period UX.
  • Limits subsection: active sandbox count cap, nesting depth cap.
  • Per-tab Settings inheritance breakdown matching the four banner variants (:local, :editable, :inherited, plus the parent-managed Webhook Security tab).
  • Webhook authentication methods clarified as parent-owned and parent-managed.
  • Channels are not cloned at provision (explicit note).
  • CLI: multi-sandbox tipsopenfn project fetch auto-aliases sandboxes; openfn project checkout switches between them.

AI Usage

  • I have used Claude Code
  • I have used another model
  • I have not used AI

Rewrites docs/build/sandboxes.md against the current release/2.16.4
behavior in Lightning. Existing copy was accurate when written but had
drifted: credentials are shared with the parent (not duplicated),
subscription/billing is shared, sandboxes are scheduled for deletion
(not destroyed) after merging, triggers start disabled, etc.

Adds:
  - Who can do what role table (with the visibility rule from #4763)
  - Restoring a deleted sandbox
  - Limits (active sandbox count, nesting depth)
  - Per-tab Settings inheritance breakdown (matches the banners)
  - Webhook auth methods (parent-managed via the Webhook Security tab)
  - Channels not cloned at provision
  - CLI auto-aliasing for sandboxes + checkout for multi-sandbox work

Fixes:
  - Conflicts section was describing a non-existent "force the merge"
    toggle. Real UX is per-workflow Changed / Diverged / New / Deleted
    in sandbox tags; rewrote to match.
  - "Destroyed after merging" was wrong; it's soft-delete with the
    configured grace period, restorable from the sandboxes list.
  - Three typo fixes.

Adds six screenshots matching the surrounding docs style.
@elias-ba elias-ba changed the title Sandboxes: factual corrections, new sections, and screenshots Sandboxes: corrections, new sections, and screenshots May 18, 2026
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Thanks @elias-ba, some great catches here. I've left a couple of suggestions

Comment thread docs/build/sandboxes.md Outdated
Comment thread docs/build/sandboxes.md Outdated
Comment thread docs/build/sandboxes.md Outdated
Comment thread docs/build/sandboxes.md Outdated
Comment thread docs/build/sandboxes.md Outdated
Comment thread docs/build/sandboxes.md Outdated
Comment thread docs/build/sandboxes.md Outdated
- Fix run history and dataclips framing: sandboxes start empty, they
  aren't 'private copies' of the parent.
- Drop the 'follows from these rules' subsection in 'Who can do what'
  and the breadcrumb / picker-collapse tangents.
- Rewrite 'Viewing a sandbox' entry instructions for users not yet
  inside a project; add the Ctrl/Cmd+P shortcut.
- Correct the app-color claim: only the project picker pill changes
  color, not the whole UI.
- Reword the collections merge paragraph to emphasise that relationships
  merge but data doesn't.
- Clarify 'source' in the merge permission paragraph.
- Remove env from the sandbox-card Edit action; it's only editable
  from the Settings page.
- Trim the project-settings bullet and drop the niche channels line.
@elias-ba
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elias-ba commented May 19, 2026

Thanks for the careful review, I pushed a commit addressing all seven inline comments. While I was in there, I also did an audit pass on the rest of the doc and caught a few more mismatches that I corrected. Can you give me another round of review ? Feel free to edit and push commits too.

@elias-ba elias-ba requested a review from josephjclark May 19, 2026 22:55
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Thanks @elias-ba

@josephjclark josephjclark merged commit 884f8e5 into main May 20, 2026
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@josephjclark josephjclark deleted the update-sandbox-docs branch May 20, 2026 12:56
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