From 33a0b110b59cbf19fcc086548b9963bf15c5bea4 Mon Sep 17 00:00:00 2001
From: Dotta <bippadotta@protonmail.com>
Date: Wed, 10 Jun 2026 20:15:25 +0000
Subject: [PATCH] PAP-10829 preserve intake case fields

Co-Authored-By: Paperclip <noreply@paperclip.ing>
---
 .../shared/src/validators/pipeline.test.ts    |  8 +--
 server/src/__tests__/routines-routes.test.ts  | 51 ++++++++++++++++++-
 server/src/routes/routines.ts                 |  5 ++
 3 files changed, 59 insertions(+), 5 deletions(-)

diff --git a/packages/shared/src/validators/pipeline.test.ts b/packages/shared/src/validators/pipeline.test.ts
index d5718d5ad7f..79d93e8ea58 100644
--- a/packages/shared/src/validators/pipeline.test.ts
+++ b/packages/shared/src/validators/pipeline.test.ts
@@ -5,13 +5,13 @@ describe("pipeline stage variable schema", () => {
   it("validates select variables require options", () => {
     expect(
       pipelineStageConfigSchema.safeParse({
-        variables: [{ key: "status", type: "select", options: ["open", "done"] }],
+        variables: [{ key: "status", label: "Status", type: "select", options: ["open", "done"] }],
       }).success,
     ).toBe(true);
 
     expect(
       pipelineStageConfigSchema.safeParse({
-        variables: [{ key: "status", type: "select", options: [] }],
+        variables: [{ key: "status", label: "Status", type: "select", options: [] }],
       }).success,
     ).toBe(false);
   });
@@ -20,8 +20,8 @@ describe("pipeline stage variable schema", () => {
     expect(
       pipelineStageConfigSchema.safeParse({
         variables: [
-          { key: "repo", type: "text" },
-          { key: "repo", type: "text" },
+          { key: "repo", label: "Repo", type: "text" },
+          { key: "repo", label: "Repo", type: "text" },
         ],
       }).success,
     ).toBe(false);
diff --git a/server/src/__tests__/routines-routes.test.ts b/server/src/__tests__/routines-routes.test.ts
index 89b7b91f430..b6e36c97e9c 100644
--- a/server/src/__tests__/routines-routes.test.ts
+++ b/server/src/__tests__/routines-routes.test.ts
@@ -473,6 +473,10 @@ describe("routine routes", () => {
         userName: "Ada",
         priority: "high",
       },
+      caseFields: {
+        userName: "Ada",
+        priority: "high",
+      },
     }, {
       agentId: null,
       userId: "board-user",
@@ -480,10 +484,55 @@ describe("routine routes", () => {
     expect(mockLogActivity).toHaveBeenCalledWith(expect.anything(), expect.objectContaining({
       action: "routine.run_triggered",
       entityId: "run-1",
-      details: { source: "api", status: "issue_created" },
+      details: expect.objectContaining({ source: "api", status: "issue_created" }),
     }));
   });
 
+  it("runs a routine from an intake form with explicit case fields", async () => {
+    mockAccessService.canUser.mockResolvedValue(true);
+    const app = await createApp({
+      type: "board",
+      userId: "board-user",
+      source: "session",
+      isInstanceAdmin: false,
+      companyIds: [companyId],
+    });
+
+    mockRoutineService.runRoutine.mockResolvedValueOnce({
+      id: "run-2",
+      source: "api",
+      status: "issue_created",
+    });
+
+    const res = await request(app)
+      .post(`/api/routines/${routineId}/intake-form`)
+      .send({
+        projectId,
+        caseFields: {
+          repo: "paperclip",
+        },
+        userName: "Ada",
+      });
+
+    expect(res.status).toBe(202);
+    expect(mockRoutineService.runRoutine).toHaveBeenCalledWith(routineId, {
+      source: "api",
+      projectId,
+      payload: {
+        userName: "Ada",
+      },
+      variables: {
+        userName: "Ada",
+      },
+      caseFields: {
+        repo: "paperclip",
+      },
+    }, {
+      agentId: null,
+      userId: "board-user",
+    });
+  });
+
   it("passes the board actor through when manually running a routine", async () => {
     mockAccessService.canUser.mockResolvedValue(true);
     const app = await createApp({
diff --git a/server/src/routes/routines.ts b/server/src/routes/routines.ts
index 73078d1008d..48baca8d3c0 100644
--- a/server/src/routes/routines.ts
+++ b/server/src/routes/routines.ts
@@ -36,6 +36,7 @@ export function routineRoutes(
     "executionWorkspaceId",
     "executionWorkspacePreference",
     "executionWorkspaceSettings",
+    "caseFields",
     "source",
   ]);
 
@@ -366,11 +367,15 @@ export function routineRoutes(
     const runPayload = "payload" in control
       ? control.payload as Record<string, unknown> | null
       : payload;
+    const caseFields = Object.hasOwn(control, "caseFields")
+      ? (control.caseFields as Record<string, unknown> | null)
+      : payload;
     const run = await svc.runRoutine(routine.id, {
       ...control,
       source: "api",
       payload: runPayload,
       variables: payload,
+      caseFields,
     }, {
       agentId: req.actor.type === "agent" ? req.actor.agentId : null,
       userId: req.actor.type === "board" ? req.actor.userId ?? null : null,