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Optimize SPFx release pages for agentic upgrade workflows#10921

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garrytrinder:garrytrinder-replace-cli-upgrade-tips-with-warning
Open

Optimize SPFx release pages for agentic upgrade workflows#10921
garrytrinder wants to merge 1 commit into
SharePoint:mainfrom
garrytrinder:garrytrinder-replace-cli-upgrade-tips-with-warning

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@garrytrinder garrytrinder commented Jun 23, 2026

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Summary

Updates all SPFx release notes pages and the Gulp-to-Heft migration guide to improve upgrade guidance by directing developers to use CLI for Microsoft 365.

Changes

All release pages (40 files)

  • Replaced shared TIP (recommending CLI for Microsoft 365) with a WARNING explaining that upgrading requires changes across package versions, build configuration, and toolchain settings — manually updating package.json alone will cause build failures.
  • Added a version-specific TIP with the exact npx command to run m365 spfx project upgrade --toVersion <version> for each release page.
  • Added the community disclaimer NOTE (existing pnp-o365cli snippet) clarifying CLI for Microsoft 365 is open-source with no Microsoft SLA.
  • Renamed snippet from spfx-release-upgrade-tip.mdspfx-release-upgrade-warning.md to reflect its new content.

docs/spfx/release-1.22.0.md

  • Restructured the upgrade section: warning/tip/disclaimer appear first, followed by a link to the migration guide.
  • Removed redundant "See more details" bullet under "Transitioning from Gulp-based toolchain".

docs/spfx/toolchain/migrate-gulptoolchain-hefttoolchain.md

  • Complete rewrite: replaced the detailed manual step-by-step migration instructions with:
    • An overview of what changes during the migration (packages, TypeScript config, build scripts, ESLint rules, configuration files, removed files, production deps).
    • Direction to use m365 spfx project upgrade to generate the full set of changes automatically.
    • A verification step.

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Learn Build status updates of commit 90e3802:

❌ Validation status: errors

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  • [Error: CannotMergeCommit] Cannot merge commit 90e3802ba785fe4694eefe561312d4f0257535a3 in branch garrytrinder-replace-cli-upgrade-tips-with-warning of repository https://github.com/garrytrinder/sp-dev-docs into branch main (commit f082db5f60f3102a1114a9e09bcde4083fcec8fe). Please follow this documentation: https://help.github.com/articles/resolving-a-merge-conflict-using-the-command-line/ to use git.exe to resolve you content conflicts locally and then push to remote.

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Learn Build status updates of commit 90e3802:

❌ Validation status: errors

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  • [Error: CannotMergeCommit] Cannot merge commit 90e3802ba785fe4694eefe561312d4f0257535a3 in branch garrytrinder-replace-cli-upgrade-tips-with-warning of repository https://github.com/garrytrinder/sp-dev-docs into branch main (commit f082db5f60f3102a1114a9e09bcde4083fcec8fe). Please follow this documentation: https://help.github.com/articles/resolving-a-merge-conflict-using-the-command-line/ to use git.exe to resolve you content conflicts locally and then push to remote.

For more details, please refer to the build report.

Note: Your PR may contain errors or warnings or suggestions unrelated to the files you changed. This happens when external dependencies like GitHub alias, Microsoft alias, cross repo links are updated. Please use these instructions to resolve them.

@garrytrinder garrytrinder force-pushed the garrytrinder-replace-cli-upgrade-tips-with-warning branch from 90e3802 to 1dd128e Compare June 23, 2026 13:56
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Learn Build status updates of commit 1dd128e:

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  • Line 62, Column 44: [Warning: bookmark-not-found - See documentation] Cannot find bookmark '#requesting-permissions-to-azure-ad-applications-in-another-tenant' in 'spfx/use-aadhttpclient.md', did you mean '#requesting-permissions-to-entra-id-applications-in-another-tenant'?

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Learn Build status updates of commit f2ddca8:

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docs/spfx/release-1.15.2.md

  • Line 64, Column 44: [Warning: bookmark-not-found - See documentation] Cannot find bookmark '#requesting-permissions-to-azure-ad-applications-in-another-tenant' in 'spfx/use-aadhttpclient.md', did you mean '#requesting-permissions-to-entra-id-applications-in-another-tenant'?

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Learn Build status updates of commit 957878f:

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docs/spfx/release-1.22.0.md

  • Line 12, Column 3: [Suggestion: docs-link-absolute - See documentation] Absolute link 'https://learn.microsoft.com/javascript/api/overview/sharepoint?view=sp-typescript-latest' will be broken in isolated environments. Replace with a relative link.
  • Line 12, Column 3: [Suggestion: preserve-view-not-set - See documentation] You've pinned this link to a specific version of content with the view parameter. It's recommended not to pin a version unless that version is A) not the default view and B) the context is about that version specifically. To proceed with pinning a version add the &preserve-view=true to the URL. Otherwise, remove the view parameter. URL: https://learn.microsoft.com/javascript/api/overview/sharepoint?view=sp-typescript-latest

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@garrytrinder garrytrinder marked this pull request as draft June 24, 2026 15:42
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Set to draft, found some inconsistencies that I need to investigate.

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Learn Build status updates of commit 520e4c6:

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docs/spfx/release-1.22.0.md

  • Line 12, Column 3: [Suggestion: docs-link-absolute - See documentation] Absolute link 'https://learn.microsoft.com/javascript/api/overview/sharepoint?view=sp-typescript-latest' will be broken in isolated environments. Replace with a relative link.
  • Line 12, Column 3: [Suggestion: preserve-view-not-set - See documentation] You've pinned this link to a specific version of content with the view parameter. It's recommended not to pin a version unless that version is A) not the default view and B) the context is about that version specifically. To proceed with pinning a version add the &preserve-view=true to the URL. Otherwise, remove the view parameter. URL: https://learn.microsoft.com/javascript/api/overview/sharepoint?view=sp-typescript-latest

For more details, please refer to the build report.

Note: Your PR may contain errors or warnings or suggestions unrelated to the files you changed. This happens when external dependencies like GitHub alias, Microsoft alias, cross repo links are updated. Please use these instructions to resolve them.

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Learn Build status updates of commit 1d58183:

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@garrytrinder garrytrinder marked this pull request as ready for review June 29, 2026 10:38
@garrytrinder garrytrinder changed the title Replace CLI upgrade tips with warning on SPFx release pages Optimize SPFx release pages for agentic upgrade workflows Jun 29, 2026
@andrewconnell andrewconnell self-requested a review June 30, 2026 08:55
@andrewconnell andrewconnell self-assigned this Jun 30, 2026
@andrewconnell andrewconnell added the pr:in-review Actively reviewing pull request label Jun 30, 2026

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WRT one file in this PR: docs/spfx/toolchain/migrate-gulptoolchain-hefttoolchain.md ...

While there is value in providing the CLI upgrade steps, but want to get approval from @VesaJuvonen about removing all detailed steps & documentation on what changed.

Some companies can't use open source/community tools, while others can't unless it goes through a rigorous security review. Only providing instructions for a tool that some people might not be allowed to use removes a resource. IMHO, both options should be present, not just the CLI option.

Flagging & requesting @VesaJuvonen review to make the decsision.

description: In this article, you'll learn how to migrate an existing SharePoint Framework v1.21.1 project based on the legacy Gulp-based build toolchain to the Heft-based build toolchain introduced in SPFx v1.22.\*.
ms.date: 12/30/2025
description: Learn what changes when migrating a SharePoint Framework project from the Gulp-based build toolchain to the Heft-based build toolchain introduced in SPFx v1.22, and how to perform the migration using CLI for Microsoft 365.
ms.date: 05/21/2026

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Please revert this change to the ms.date as it shouldn't be modified. This is the date the article was published.

The rendering engine uses the git history for the file to indicate when it was last updated.


## Upgrading projects from the SPFx v1.21.1 to v1.22.0 version

The upgrade steps required to convert a [gulp-based toolchain](toolchain/sharepoint-framework-toolchain.md) SPFx project to the [Heft-based toolchain](toolchain/sharepoint-framework-toolchain-rushstack-heft.md) are detailed in the following article: [Migrate from the Gulp Toolchain to Heft Toolchain](toolchain/migrate-gulptoolchain-hefttoolchain.md).

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Pending peer review by @VesaJuvonen, if we keep the detailed steps in the migration doc, linking to the migration doc with a callout that it covers detailed steps should remain.

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These are good to get to the release notes - based on the evals on the agentic testing scenarios. It does cause duplicate work but the challenge has been for agents to find the required guidance and based on testing - this would resolve the issue.

[!INCLUDE [pnp-o365cli](../../includes/snippets/open-source/pnp-o365cli.md)]

Starting with SPFx v1.22.0, new projects use Heft as the build task orchestrator instead of a [gulp-based toolchain](./toolchain/sharepoint-framework-toolchain.md) used in SPFx v1.0 - v1.21.1 releases. This change represents a fundamental shift in how SPFx projects are built, configured, and customized, though the underlying bundling technology (webpack) remains the same.
For an overview of what changes during this migration from the [Gulp-based toolchain](toolchain/sharepoint-framework-toolchain.md) to the [Heft-based toolchain](toolchain/sharepoint-framework-toolchain-rushstack-heft.md), see: [Migrate from the Gulp Toolchain to Heft Toolchain](toolchain/migrate-gulptoolchain-hefttoolchain.md).

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Pending peer review by @VesaJuvonen for the big change in the migration doc, if we keep the detailed steps, this should be reverted as the previous edit in this file will make this repetitive.

@andrewconnell andrewconnell added pr:awaiting-peer-reviews Awaiting the requested reviewers to complete their review. Needs: Author Feedback Awaiting response from the original poster of the issue. Marked as stale if no activity for 7 days. pr:do-not-merge Pull request not ready to be merged and removed pr:in-review Actively reviewing pull request labels Jun 30, 2026
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VesaJuvonen commented Jul 3, 2026

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@andrewconnell - badly communicated from my side. This is for improving agents in the upgrade scenarios and based on detailed testing with multiple models we currently have a challenge with the upgrades and agent(s) start doing wrong things. Calling out the challenge of the CLI as open-source is valid and we might want to adjust that embedded message a bit to be calling that out in same ways as we always callout PnP tooling to be officially not supported by Microsoft, even though it's mentioned. We do not really have good upgrade guidance otherwise except the CLI tooling - and when it's used - upgrade results were significantly better with agents.

So - on the TIP - let's be specific that it's an option, but not the only way - as that would be wrong as well. Include has the open-source note already nicely.

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docs/spfx/release-1.23.2.md

  • Line 42, Column 1: [Error: include-not-found - See documentation] Invalid include link: '../../includes/snippets/spfx-release-upgrade-tip.md'.

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@garrytrinder garrytrinder force-pushed the garrytrinder-replace-cli-upgrade-tips-with-warning branch from 71c2153 to f41ca2e Compare July 6, 2026 16:56
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Learn Build status updates of commit f41ca2e:

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- Replace shared TIP with WARNING about upgrade complexity
- Add version-specific TIP with npx upgrade command to each release page
- Add CLI for Microsoft 365 community disclaimer (pnp-o365cli snippet)
- Rename snippet from spfx-release-upgrade-tip to spfx-release-upgrade-warning
- Rewrite migrate-gulptoolchain-hefttoolchain.md for CLI-driven approach
- Restructure release-1.22.0 upgrade section
- Fix broken bookmark in release-1.15.2 (azure-ad -> entra-id)
- Fix absolute link in release-1.22.0

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
@garrytrinder garrytrinder force-pushed the garrytrinder-replace-cli-upgrade-tips-with-warning branch from f41ca2e to 2937ceb Compare July 6, 2026 17:12
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Learn Build status updates of commit 2937ceb:

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docs/spfx/release-1.15.2.md

  • Line 64, Column 44: [Warning: bookmark-not-found - See documentation] Cannot find bookmark '#requesting-permissions-to-azure-ad-applications-in-another-tenant' in 'spfx/use-aadhttpclient.md', did you mean '#requesting-permissions-to-entra-id-applications-in-another-tenant'?

docs/spfx/release-1.22.0.md

  • Line 12, Column 3: [Suggestion: docs-link-absolute - See documentation] Absolute link 'https://learn.microsoft.com/javascript/api/overview/sharepoint?view=sp-typescript-latest' will be broken in isolated environments. Replace with a relative link.
  • Line 12, Column 3: [Suggestion: preserve-view-not-set - See documentation] You've pinned this link to a specific version of content with the view parameter. It's recommended not to pin a version unless that version is A) not the default view and B) the context is about that version specifically. To proceed with pinning a version add the &preserve-view=true to the URL. Otherwise, remove the view parameter. URL: https://learn.microsoft.com/javascript/api/overview/sharepoint?view=sp-typescript-latest

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Note: Your PR may contain errors or warnings or suggestions unrelated to the files you changed. This happens when external dependencies like GitHub alias, Microsoft alias, cross repo links are updated. Please use these instructions to resolve them.

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