Files
PaperClipAI/server/src/__tests__/instance-settings-routes.test.ts
T
70ce005bef Ensure worktree execution starts only after activation (#9374)
## Thinking Path

> - Paperclip is the open-source control plane people use to manage AI
agents and their work.
> - Its scheduler, routines, and heartbeat services decide when agents
automatically begin work.
> - Experimental per-worktree execution is useful for isolated
development, but enabling it previously allowed automatic services to
consider an existing backlog.
> - A worktree activation must therefore create a durable eligibility
boundary rather than merely toggle execution on.
> - This pull request records an activation cutoff and applies it
consistently to automatic routine and heartbeat dispatch.
> - The result is that an enabled worktree executes only work created
after its own activation, while non-worktree behavior remains unchanged.

## Linked Issues or Issue Description

**Problem type:** Bug / safety regression

**Summary:** Enabling experimental run execution in an existing worktree
could start automatic scheduler, routine, watchdog, and heartbeat
activity for work created before that worktree was explicitly armed.

**Expected behavior:** A worktree that has execution enabled only
considers automatically dispatched work created on or after its
activation timestamp. Ambiguous activation state fails closed.
Non-worktree instances keep their existing behavior.

**Related public work:** Refs #8275 (runtime worktree policy gating);
this PR adds an activation-time boundary for automatic execution rather
than changing the general runtime policy.

## What Changed

- Persist a worktree execution activation timestamp and originating
instance ID; stamp them only when the experimental toggle changes from
disabled to enabled.
- Resolve activation state fail-closed when the cutoff is missing,
invalid, disabled, or belongs to another instance.
- Gate automatic routine scheduling, webhooks, watchdog activity, and
heartbeat selection at the activation cutoff; manual runs remain
available.
- Share the canonical worktree truthy-environment helper across routine
dispatch and agent inbox filtering.
- Add cutoff and truthy-runtime regression coverage, plus
experimental-settings UI states that explain armed and suppressed
execution.

## Verification

- `pnpm exec vitest run server/src/__tests__/routines-service.test.ts
server/src/__tests__/instance-settings-service.test.ts` — passes: 2
files, 60 tests.
- `pnpm --filter @paperclipai/server typecheck` — passes.
- Existing CI completed successfully before the follow-up review fixes;
this branch was rebased onto the latest `origin/master` before
retesting.

## Risks

- **Behavioral:** Automatic worktree execution is intentionally more
restrictive; pre-existing work is suppressed until newly created after
activation.
- **Operational:** A malformed or cross-instance activation record fails
closed, requiring an operator to disable and re-enable the experimental
toggle on the intended worktree.
- **Compatibility:** The worktree environment now accepts all canonical
truthy values (`1`, `true`, `yes`, and `on`) consistently; non-worktree
instances are unaffected.
- **Branch metadata:** This existing execution-workspace branch predates
the current naming rule and cannot be renamed under this task's
workspace contract; the code and PR title do not include internal ticket
references.

> `ROADMAP.md` was checked; this targeted execution-safety fix does not
duplicate planned core work.

## Model Used

- Anthropic Claude Code — assisted with the original implementation;
exact model identifier and context window were not recorded in the
repository metadata.
- OpenAI Codex CLI — assisted with PR preparation and review fixes;
exact model identifier and context window are not exposed in this
execution environment. Used with terminal tooling, code editing, and
targeted test execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-10 16:11:26 -05:00

631 lines
20 KiB
TypeScript

import express from "express";
import request from "supertest";
import { beforeEach, describe, expect, it, vi } from "vitest";
const mockInstanceSettingsService = vi.hoisted(() => ({
get: vi.fn(),
getGeneral: vi.fn(),
getExperimental: vi.fn(),
update: vi.fn(),
updateGeneral: vi.fn(),
updateExperimental: vi.fn(),
listCompanyIds: vi.fn(),
}));
const mockHeartbeatService = vi.hoisted(() => ({
buildIssueGraphLivenessAutoRecoveryPreview: vi.fn(),
reconcileIssueGraphLiveness: vi.fn(),
}));
const mockEnvironmentService = vi.hoisted(() => ({
getById: vi.fn(),
}));
const mockLogActivity = vi.hoisted(() => vi.fn());
function registerModuleMocks() {
vi.doMock("../services/index.js", () => ({
heartbeatService: () => mockHeartbeatService,
instanceSettingsService: () => mockInstanceSettingsService,
logActivity: mockLogActivity,
}));
vi.doMock("../services/environments.js", () => ({
environmentService: () => mockEnvironmentService,
}));
}
async function createApp(actor: any) {
const [{ errorHandler }, { instanceSettingsRoutes }] = await Promise.all([
vi.importActual<typeof import("../middleware/index.js")>("../middleware/index.js"),
vi.importActual<typeof import("../routes/instance-settings.js")>("../routes/instance-settings.js"),
]);
const app = express();
app.use(express.json());
app.use((req, _res, next) => {
req.actor = actor;
next();
});
app.use("/api", instanceSettingsRoutes({} as any));
app.use(errorHandler);
return app;
}
describe("instance settings routes", () => {
beforeEach(() => {
vi.resetModules();
vi.doUnmock("../services/index.js");
vi.doUnmock("../routes/instance-settings.js");
vi.doUnmock("../routes/authz.js");
vi.doUnmock("../middleware/index.js");
registerModuleMocks();
vi.clearAllMocks();
mockInstanceSettingsService.get.mockReset();
mockInstanceSettingsService.getGeneral.mockReset();
mockInstanceSettingsService.getExperimental.mockReset();
mockInstanceSettingsService.update.mockReset();
mockInstanceSettingsService.updateGeneral.mockReset();
mockInstanceSettingsService.updateExperimental.mockReset();
mockInstanceSettingsService.listCompanyIds.mockReset();
mockHeartbeatService.buildIssueGraphLivenessAutoRecoveryPreview.mockReset();
mockHeartbeatService.reconcileIssueGraphLiveness.mockReset();
mockEnvironmentService.getById.mockReset();
mockLogActivity.mockReset();
mockInstanceSettingsService.get.mockResolvedValue({
id: "instance-settings-1",
defaultEnvironmentId: null,
general: {
censorUsernameInLogs: false,
keyboardShortcuts: false,
feedbackDataSharingPreference: "prompt",
},
experimental: {
enableEnvironments: false,
enableIsolatedWorkspaces: false,
enableIssuePlanDecompositions: false,
enableExperimentalFileViewer: false,
enableCloudSync: false,
enableExternalObjects: false,
enableBuiltInAgents: false,
enableGoalsSidebarLink: false,
enableServerInfoDebugView: false,
autoRestartDevServerWhenIdle: false,
enableIssueGraphLivenessAutoRecovery: true,
enableWorkspaceBranchReconcileForward: true,
enableWorkspaceDirtyQuarantineRepair: true,
enableWorktreeRunExecution: false,
worktreeRunExecutionActivatedAt: null,
worktreeRunExecutionActivationInstanceId: null,
issueGraphLivenessAutoRecoveryLookbackHours: 24,
},
createdAt: "2026-06-20T00:00:00.000Z",
updatedAt: "2026-06-20T00:00:00.000Z",
});
mockInstanceSettingsService.getGeneral.mockResolvedValue({
censorUsernameInLogs: false,
keyboardShortcuts: false,
feedbackDataSharingPreference: "prompt",
});
mockInstanceSettingsService.getExperimental.mockResolvedValue({
enableEnvironments: false,
enableIsolatedWorkspaces: false,
enableIssuePlanDecompositions: false,
enableExperimentalFileViewer: false,
enableTaskWatchdogs: false,
enableCloudSync: false,
enableExternalObjects: false,
enableBuiltInAgents: false,
enableGoalsSidebarLink: false,
enableServerInfoDebugView: false,
autoRestartDevServerWhenIdle: false,
enableIssueGraphLivenessAutoRecovery: true,
enableWorkspaceBranchReconcileForward: true,
enableWorkspaceDirtyQuarantineRepair: true,
enableWorktreeRunExecution: false,
worktreeRunExecutionActivatedAt: null,
worktreeRunExecutionActivationInstanceId: null,
issueGraphLivenessAutoRecoveryLookbackHours: 24,
});
mockInstanceSettingsService.update.mockResolvedValue({
id: "instance-settings-1",
defaultEnvironmentId: "env-1",
general: {
censorUsernameInLogs: false,
keyboardShortcuts: false,
feedbackDataSharingPreference: "prompt",
},
experimental: {
enableEnvironments: true,
enableIsolatedWorkspaces: true,
enableIssuePlanDecompositions: true,
enableExperimentalFileViewer: true,
enableCloudSync: true,
enableExternalObjects: false,
enableBuiltInAgents: false,
enableGoalsSidebarLink: false,
enableServerInfoDebugView: false,
autoRestartDevServerWhenIdle: false,
enableIssueGraphLivenessAutoRecovery: true,
enableWorkspaceBranchReconcileForward: true,
enableWorkspaceDirtyQuarantineRepair: true,
enableWorktreeRunExecution: false,
worktreeRunExecutionActivatedAt: null,
worktreeRunExecutionActivationInstanceId: null,
issueGraphLivenessAutoRecoveryLookbackHours: 24,
},
createdAt: "2026-06-20T00:00:00.000Z",
updatedAt: "2026-06-20T01:00:00.000Z",
});
mockInstanceSettingsService.updateGeneral.mockResolvedValue({
id: "instance-settings-1",
general: {
censorUsernameInLogs: true,
keyboardShortcuts: true,
feedbackDataSharingPreference: "allowed",
},
});
mockInstanceSettingsService.updateExperimental.mockResolvedValue({
id: "instance-settings-1",
experimental: {
enableEnvironments: true,
enableIsolatedWorkspaces: true,
enableIssuePlanDecompositions: true,
enableExperimentalFileViewer: true,
enableTaskWatchdogs: true,
enableCloudSync: true,
enableExternalObjects: false,
enableBuiltInAgents: true,
enableGoalsSidebarLink: false,
enableServerInfoDebugView: true,
autoRestartDevServerWhenIdle: false,
enableIssueGraphLivenessAutoRecovery: true,
enableWorkspaceBranchReconcileForward: true,
enableWorkspaceDirtyQuarantineRepair: true,
enableWorktreeRunExecution: false,
worktreeRunExecutionActivatedAt: null,
worktreeRunExecutionActivationInstanceId: null,
issueGraphLivenessAutoRecoveryLookbackHours: 24,
},
});
mockInstanceSettingsService.listCompanyIds.mockResolvedValue(["company-1", "company-2"]);
mockHeartbeatService.buildIssueGraphLivenessAutoRecoveryPreview.mockResolvedValue({
lookbackHours: 24,
cutoff: "2026-04-26T12:00:00.000Z",
generatedAt: "2026-04-27T12:00:00.000Z",
findings: 1,
recoverableFindings: 1,
skippedOutsideLookback: 0,
items: [],
});
mockHeartbeatService.reconcileIssueGraphLiveness.mockResolvedValue({
findings: 1,
autoRecoveryEnabled: true,
lookbackHours: 24,
cutoff: "2026-04-26T12:00:00.000Z",
escalationsCreated: 1,
existingEscalations: 0,
skipped: 0,
skippedAutoRecoveryDisabled: 0,
skippedOutsideLookback: 0,
escalationIssueIds: ["issue-2"],
});
mockEnvironmentService.getById.mockResolvedValue({
id: "env-1",
driver: "local",
status: "active",
config: {},
});
});
it("allows local board users to read and update experimental settings", async () => {
const app = await createApp({
type: "board",
userId: "local-board",
source: "local_implicit",
isInstanceAdmin: true,
});
const getRes = await request(app).get("/api/instance/settings/experimental");
expect(getRes.status).toBe(200);
expect(getRes.body).toEqual({
enableEnvironments: false,
enableIsolatedWorkspaces: false,
enableIssuePlanDecompositions: false,
enableExperimentalFileViewer: false,
enableTaskWatchdogs: false,
enableCloudSync: false,
enableExternalObjects: false,
enableBuiltInAgents: false,
enableGoalsSidebarLink: false,
enableServerInfoDebugView: false,
autoRestartDevServerWhenIdle: false,
enableIssueGraphLivenessAutoRecovery: true,
enableWorkspaceBranchReconcileForward: true,
enableWorkspaceDirtyQuarantineRepair: true,
enableWorktreeRunExecution: false,
worktreeRunExecutionActivatedAt: null,
worktreeRunExecutionActivationInstanceId: null,
issueGraphLivenessAutoRecoveryLookbackHours: 24,
});
const patchRes = await request(app)
.patch("/api/instance/settings/experimental")
.send({ enableIsolatedWorkspaces: true });
expect(patchRes.status).toBe(200);
expect(mockInstanceSettingsService.updateExperimental).toHaveBeenCalledWith({
enableIsolatedWorkspaces: true,
});
expect(mockLogActivity).toHaveBeenCalledTimes(2);
}, 10_000);
it("strips server-managed worktree run execution fields before updating experimental settings", async () => {
const app = await createApp({
type: "board",
userId: "local-board",
source: "local_implicit",
isInstanceAdmin: true,
});
await request(app)
.patch("/api/instance/settings/experimental")
.send({
enableWorktreeRunExecution: true,
worktreeRunExecutionActivatedAt: "2026-07-10T12:00:00.000Z",
worktreeRunExecutionActivationInstanceId: "copied-instance",
})
.expect(200);
expect(mockInstanceSettingsService.updateExperimental).toHaveBeenCalledWith({
enableWorktreeRunExecution: true,
});
});
it("allows local board users to read and update the instance default environment", async () => {
const app = await createApp({
type: "board",
userId: "local-board",
source: "local_implicit",
isInstanceAdmin: true,
});
const getRes = await request(app).get("/api/instance/settings");
expect(getRes.status).toBe(200);
expect(getRes.body.defaultEnvironmentId).toBeNull();
const patchRes = await request(app)
.patch("/api/instance/settings")
.send({ defaultEnvironmentId: "11111111-1111-4111-8111-111111111111" });
expect(patchRes.status).toBe(200);
expect(mockInstanceSettingsService.update).toHaveBeenCalledWith({
defaultEnvironmentId: "11111111-1111-4111-8111-111111111111",
});
expect(mockLogActivity).toHaveBeenCalledTimes(2);
});
it("rejects unknown defaultEnvironmentId values with 422", async () => {
mockEnvironmentService.getById.mockResolvedValue(null);
const app = await createApp({
type: "board",
userId: "local-board",
source: "local_implicit",
isInstanceAdmin: true,
});
const res = await request(app)
.patch("/api/instance/settings")
.send({ defaultEnvironmentId: "11111111-1111-4111-8111-111111111111" });
expect(res.status).toBe(422);
expect(res.body.error).toContain("Environment not found");
expect(mockInstanceSettingsService.update).not.toHaveBeenCalled();
});
it("allows local board users to update guarded dev-server auto-restart", async () => {
const app = await createApp({
type: "board",
userId: "local-board",
source: "local_implicit",
isInstanceAdmin: true,
});
await request(app)
.patch("/api/instance/settings/experimental")
.send({ autoRestartDevServerWhenIdle: true })
.expect(200);
expect(
mockInstanceSettingsService.updateExperimental.mock.calls.some(
([patch]) => patch?.autoRestartDevServerWhenIdle === true,
),
).toBe(true);
});
it("allows local board users to update external object detection", async () => {
const app = await createApp({
type: "board",
userId: "local-board",
source: "local_implicit",
isInstanceAdmin: true,
});
await request(app)
.patch("/api/instance/settings/experimental")
.send({ enableExternalObjects: true })
.expect(200);
expect(mockInstanceSettingsService.updateExperimental).toHaveBeenCalledWith({
enableExternalObjects: true,
});
});
it("allows local board users to update built-in agents", async () => {
const app = await createApp({
type: "board",
userId: "local-board",
source: "local_implicit",
isInstanceAdmin: true,
});
await request(app)
.patch("/api/instance/settings/experimental")
.send({ enableBuiltInAgents: true })
.expect(200);
expect(mockInstanceSettingsService.updateExperimental).toHaveBeenCalledWith({
enableBuiltInAgents: true,
});
});
it("allows local board users to update the goals sidebar link", async () => {
const app = await createApp({
type: "board",
userId: "local-board",
source: "local_implicit",
isInstanceAdmin: true,
});
await request(app)
.patch("/api/instance/settings/experimental")
.send({ enableGoalsSidebarLink: true })
.expect(200);
expect(mockInstanceSettingsService.updateExperimental).toHaveBeenCalledWith({
enableGoalsSidebarLink: true,
});
});
it("allows local board users to update the server info debug view", async () => {
const app = await createApp({
type: "board",
userId: "local-board",
source: "local_implicit",
isInstanceAdmin: true,
});
await request(app)
.patch("/api/instance/settings/experimental")
.send({ enableServerInfoDebugView: true })
.expect(200);
expect(mockInstanceSettingsService.updateExperimental).toHaveBeenCalledWith({
enableServerInfoDebugView: true,
});
});
it("allows local board users to update issue graph liveness auto-recovery", async () => {
const app = await createApp({
type: "board",
userId: "local-board",
source: "local_implicit",
isInstanceAdmin: true,
});
await request(app)
.patch("/api/instance/settings/experimental")
.send({
enableIssueGraphLivenessAutoRecovery: true,
issueGraphLivenessAutoRecoveryLookbackHours: 12,
})
.expect(200);
expect(mockInstanceSettingsService.updateExperimental).toHaveBeenCalledWith({
enableIssueGraphLivenessAutoRecovery: true,
issueGraphLivenessAutoRecoveryLookbackHours: 12,
});
});
it("previews issue graph liveness recovery candidates before enabling", async () => {
const app = await createApp({
type: "board",
userId: "local-board",
source: "local_implicit",
isInstanceAdmin: true,
});
const res = await request(app)
.post("/api/instance/settings/experimental/issue-graph-liveness-auto-recovery/preview")
.send({ lookbackHours: 12 })
.expect(200);
expect(res.body).toMatchObject({ lookbackHours: 24, recoverableFindings: 1 });
expect(mockHeartbeatService.buildIssueGraphLivenessAutoRecoveryPreview).toHaveBeenCalledWith({
lookbackHours: 12,
});
});
it("kicks off issue graph liveness recovery on demand", async () => {
const app = await createApp({
type: "board",
userId: "local-board",
source: "local_implicit",
isInstanceAdmin: true,
});
await request(app)
.post("/api/instance/settings/experimental/issue-graph-liveness-auto-recovery/run")
.send({ lookbackHours: 12 })
.expect(200);
expect(mockHeartbeatService.reconcileIssueGraphLiveness).toHaveBeenCalledWith({
runId: null,
force: true,
lookbackHours: 12,
});
expect(mockLogActivity).toHaveBeenCalledTimes(2);
});
it("allows local board users to update environment controls", async () => {
const app = await createApp({
type: "board",
userId: "local-board",
source: "local_implicit",
isInstanceAdmin: true,
});
await request(app)
.patch("/api/instance/settings/experimental")
.send({ enableEnvironments: true })
.expect(200);
expect(mockInstanceSettingsService.updateExperimental).toHaveBeenCalledWith({
enableEnvironments: true,
});
});
it("allows local board users to update task watchdog controls", async () => {
const app = await createApp({
type: "board",
userId: "local-board",
source: "local_implicit",
isInstanceAdmin: true,
});
await request(app)
.patch("/api/instance/settings/experimental")
.send({ enableTaskWatchdogs: true })
.expect(200);
expect(mockInstanceSettingsService.updateExperimental).toHaveBeenCalledWith({
enableTaskWatchdogs: true,
});
});
it("allows non-admin board users with company access to read but not update experimental settings", async () => {
const app = await createApp({
type: "board",
userId: "user-1",
source: "session",
isInstanceAdmin: false,
companyIds: ["company-1"],
});
await request(app).get("/api/instance/settings/experimental").expect(200);
await request(app)
.patch("/api/instance/settings/experimental")
.send({ enableTaskWatchdogs: true })
.expect(403);
expect(mockInstanceSettingsService.updateExperimental).not.toHaveBeenCalled();
});
it("allows local board users to read and update general settings", async () => {
const app = await createApp({
type: "board",
userId: "local-board",
source: "local_implicit",
isInstanceAdmin: true,
});
const getRes = await request(app).get("/api/instance/settings/general");
expect(getRes.status).toBe(200);
expect(getRes.body).toEqual({
censorUsernameInLogs: false,
keyboardShortcuts: false,
feedbackDataSharingPreference: "prompt",
});
const patchRes = await request(app)
.patch("/api/instance/settings/general")
.send({
censorUsernameInLogs: true,
keyboardShortcuts: true,
feedbackDataSharingPreference: "allowed",
});
expect(patchRes.status).toBe(200);
expect(mockInstanceSettingsService.updateGeneral).toHaveBeenCalledWith({
censorUsernameInLogs: true,
keyboardShortcuts: true,
feedbackDataSharingPreference: "allowed",
});
expect(mockLogActivity).toHaveBeenCalledTimes(2);
});
it("allows non-admin board users to read general settings", async () => {
const app = await createApp({
type: "board",
userId: "user-1",
source: "session",
isInstanceAdmin: false,
companyIds: ["company-1"],
});
const res = await request(app).get("/api/instance/settings/general");
expect(res.status).toBe(200);
expect(res.body).toEqual({
censorUsernameInLogs: false,
keyboardShortcuts: false,
feedbackDataSharingPreference: "prompt",
});
});
it("rejects signed-in users without company access from reading general settings", async () => {
const app = await createApp({
type: "board",
userId: "user-2",
source: "session",
isInstanceAdmin: false,
companyIds: [],
memberships: [],
});
const res = await request(app).get("/api/instance/settings/general");
expect(res.status).toBe(403);
expect(mockInstanceSettingsService.getGeneral).not.toHaveBeenCalled();
});
it("rejects non-admin board users from updating general settings", async () => {
const app = await createApp({
type: "board",
userId: "user-1",
source: "session",
isInstanceAdmin: false,
companyIds: ["company-1"],
});
const res = await request(app)
.patch("/api/instance/settings/general")
.send({ censorUsernameInLogs: true, keyboardShortcuts: true });
expect(res.status).toBe(403);
expect(mockInstanceSettingsService.updateGeneral).not.toHaveBeenCalled();
});
it("rejects agent callers", async () => {
const app = await createApp({
type: "agent",
agentId: "agent-1",
companyId: "company-1",
source: "agent_key",
});
const res = await request(app)
.patch("/api/instance/settings/general")
.send({ feedbackDataSharingPreference: "not_allowed" });
expect(res.status).toBe(403);
expect(mockInstanceSettingsService.updateGeneral).not.toHaveBeenCalled();
});
});