Files
PaperClipAI/ui/src/components/RoutineHistoryTab.test.tsx
T
DottaandPaperclip 30ff3d7c58 feat(routines): expose activity gate API (#9438)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Scheduled routines provide recurring control-plane work without
manual intervention
> - The new activity gate can suppress scheduled runs when no external
work occurred
> - The core scheduler and database support landed without a public
create/update contract
> - Agents, operators, and managed plugins need validated fields plus
discoverable semantics to opt in safely
> - This pull request exposes the activity gate through routine APIs,
revisions, plugin contracts, tests, and skill documentation
> - The benefit is backward-compatible control over idle scheduled work
without losing activity-triggered follow-up

## Linked Issues or Issue Description

- Refs #8534

## What Changed

- Added shared activity-gate policy and scope enums with create/PATCH
validation.
- Persisted activity-gate fields through routine creation, updates,
revision snapshots, pipeline snapshots, and revision restores.
- Defaulted legacy revision snapshots during restore and added
regression coverage for pre-field snapshots.
- Extended managed-plugin routine declarations, production
reconciliation, and the SDK test harness to preserve non-default gate
settings.
- Added end-to-end API coverage for create/PATCH/list/detail
round-trips, defaults, and invalid enum rejection.
- Documented schedule-only semantics, activity windows,
own-run/read-action exclusions, scopes, and an hourly quiet-night
watcher example.

## Verification

- `pnpm exec vitest run packages/shared/src/validators/routine.test.ts
server/src/__tests__/routines-service.test.ts
server/src/__tests__/routines-e2e.test.ts`
- `pnpm exec vitest run packages/shared/src/validators/plugin.test.ts
packages/plugins/sdk/tests/testing-actions.test.ts
server/src/__tests__/plugin-managed-routines.test.ts
server/src/__tests__/routines-service.test.ts -t 'activity
gate|preserves declared activity gate settings|resolves routine agent
and project refs'`
- `pnpm exec vitest run ui/src/lib/workspace-routines.test.ts
ui/src/pages/Routines.test.tsx`
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/plugin-sdk typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`
- GitHub CI: all final-head checks green; Storybook visual regression
skipped by path rules.
- Greptile: 5/5 with no unresolved review threads.

## Risks

- Low risk: defaults remain `always` and `company`, preserving existing
routine behavior and old revision snapshots.
- Managed plugin manifests can now declare the same validated gate
settings as the public routine API; omitted values retain core defaults.
- Revision snapshots now include the new fields so policy changes are
not lost or treated as no-ops during restore.

> For core feature work, checked `ROADMAP.md`: this extends the existing
Scheduled Routines roadmap item and does not duplicate a separate
planned capability.

## Model Used

- OpenAI GPT-5.5 via Codex CLI, with repository tool use and code
execution; context-window size was not exposed by the runtime.

## 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)
- [x] 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
- [x] All Paperclip CI gates are green
- [x] 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>
2026-07-24 16:47:24 -05:00

541 lines
18 KiB
TypeScript

// @vitest-environment jsdom
import { act } from "react";
import type { ComponentProps } from "react";
import { createRoot } from "react-dom/client";
import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
import type {
CompanySecret,
Routine,
RoutineEnvConfig,
RoutineRevision,
RoutineRevisionSnapshotV1,
} from "@paperclipai/shared";
import { afterEach, beforeEach, describe, expect, it, vi } from "vitest";
import { RoutineHistoryTab } from "./RoutineHistoryTab";
const mockRoutinesApi = vi.hoisted(() => ({
listRevisions: vi.fn(),
restoreRevision: vi.fn(),
}));
vi.mock("../api/routines", async () => {
const actual = await vi.importActual<Record<string, unknown>>("../api/routines");
return {
...actual,
routinesApi: {
...((actual as { routinesApi?: Record<string, unknown> }).routinesApi ?? {}),
...mockRoutinesApi,
},
};
});
vi.mock("./MarkdownBody", () => ({
MarkdownBody: ({ children }: { children: string }) => <div>{children}</div>,
}));
vi.mock("@/components/ui/dialog", () => ({
Dialog: ({ open, children }: { open: boolean; children: React.ReactNode }) =>
open ? <div data-testid="dialog">{children}</div> : null,
DialogContent: ({ children }: { children: React.ReactNode }) => <div>{children}</div>,
DialogHeader: ({ children }: { children: React.ReactNode }) => <div>{children}</div>,
DialogTitle: ({ children }: { children: React.ReactNode }) => <h2>{children}</h2>,
DialogDescription: ({ children }: { children: React.ReactNode }) => <p>{children}</p>,
DialogFooter: ({ children }: { children: React.ReactNode }) => <div>{children}</div>,
}));
vi.mock("@/components/ui/button", () => ({
Button: ({ children, onClick, type = "button", disabled, ...props }: ComponentProps<"button">) => (
<button type={type} onClick={onClick} disabled={disabled} {...props}>
{children}
</button>
),
}));
vi.mock("@/components/ui/input", () => ({
Input: (props: ComponentProps<"input">) => <input {...props} />,
}));
vi.mock("@/components/ui/label", () => ({
Label: ({ children, htmlFor }: { children: React.ReactNode; htmlFor?: string }) => (
<label htmlFor={htmlFor}>{children}</label>
),
}));
vi.mock("@/components/ui/skeleton", () => ({
Skeleton: (props: ComponentProps<"div">) => <div data-testid="skeleton" {...props} />,
}));
const toastSpy = vi.fn();
vi.mock("../context/ToastContext", () => ({
useToastActions: () => ({ pushToast: toastSpy }),
}));
// eslint-disable-next-line @typescript-eslint/no-explicit-any
(globalThis as any).IS_REACT_ACT_ENVIRONMENT = true;
async function flush() {
await act(async () => {
await new Promise((resolve) => setTimeout(resolve, 0));
});
}
function snapshotV1(overrides?: Partial<RoutineRevisionSnapshotV1["routine"]>): RoutineRevisionSnapshotV1 {
return {
version: 1,
routine: {
id: "routine-1",
companyId: "company-1",
projectId: null,
goalId: null,
parentIssueId: null,
responsibleUserId: null,
title: "Daily standup digest",
description: "Summarize standup notes",
assigneeAgentId: null,
priority: "medium",
status: "active",
concurrencyPolicy: "coalesce_if_active",
catchUpPolicy: "skip_missed",
activityGatePolicy: "always",
activityGateScope: "company",
variables: [],
env: null,
...overrides,
},
triggers: [],
};
}
function createRevision(overrides: Partial<RoutineRevision> = {}): RoutineRevision {
return {
id: overrides.id ?? "revision-1",
companyId: "company-1",
routineId: "routine-1",
revisionNumber: overrides.revisionNumber ?? 1,
title: "Daily standup digest",
description: "Summarize standup notes",
snapshot: overrides.snapshot ?? snapshotV1(),
changeSummary: null,
restoredFromRevisionId: null,
createdByAgentId: null,
createdByUserId: "user-1",
createdByRunId: null,
createdAt: new Date("2026-05-01T12:00:00.000Z"),
...overrides,
};
}
function createRoutine(overrides: Partial<Routine> = {}): Routine {
return {
id: "routine-1",
companyId: "company-1",
projectId: null,
goalId: null,
parentIssueId: null,
responsibleUserId: null,
title: "Daily standup digest",
description: "Summarize standup notes",
assigneeAgentId: null,
priority: "medium",
status: "active",
concurrencyPolicy: "coalesce_if_active",
catchUpPolicy: "skip_missed",
activityGatePolicy: "always",
activityGateScope: "company",
variables: [],
latestRevisionId: "revision-2",
latestRevisionNumber: 2,
createdByAgentId: null,
createdByUserId: "user-1",
updatedByAgentId: null,
updatedByUserId: "user-1",
lastTriggeredAt: null,
lastEnqueuedAt: null,
createdAt: new Date("2026-05-01T11:00:00.000Z"),
updatedAt: new Date("2026-05-04T12:00:00.000Z"),
...overrides,
};
}
function makeQueryClient() {
return new QueryClient({
defaultOptions: { queries: { retry: false }, mutations: { retry: false } },
});
}
describe("RoutineHistoryTab", () => {
let container: HTMLDivElement;
beforeEach(() => {
container = document.createElement("div");
document.body.appendChild(container);
vi.clearAllMocks();
toastSpy.mockReset();
});
afterEach(() => {
container.remove();
});
async function render(props: Partial<Parameters<typeof RoutineHistoryTab>[0]> = {}) {
const root = createRoot(container);
const queryClient = makeQueryClient();
const routine = props.routine ?? createRoutine();
await act(async () => {
root.render(
<QueryClientProvider client={queryClient}>
<RoutineHistoryTab
routine={routine}
isEditDirty={false}
dirtyFields={[]}
onDiscardEdits={() => {}}
onSaveEdits={() => {}}
agents={new Map()}
projects={new Map()}
onRestoreSecretMaterials={() => {}}
{...props}
/>
</QueryClientProvider>,
);
});
await flush();
return root;
}
it("shows the empty state when only the bootstrap revision exists", async () => {
mockRoutinesApi.listRevisions.mockResolvedValue([
createRevision({ id: "revision-1", revisionNumber: 1 }),
]);
await render({
routine: createRoutine({ latestRevisionId: "revision-1", latestRevisionNumber: 1 }),
});
expect(container.textContent).toContain("No edits yet");
expect(container.textContent).toContain("Revision 1 is the only history");
});
it("renders the revision list with current and historical pills", async () => {
const current = createRevision({
id: "revision-2",
revisionNumber: 2,
changeSummary: "Updated routine",
});
const old = createRevision({
id: "revision-1",
revisionNumber: 1,
changeSummary: "Created routine",
});
mockRoutinesApi.listRevisions.mockResolvedValue([current, old]);
await render();
expect(container.textContent).toContain("rev 2");
expect(container.textContent).toContain("rev 1");
expect(container.textContent).toContain("Current");
});
it("shows the historical-preview banner with append-only copy when previewing an old revision", async () => {
const current = createRevision({
id: "revision-2",
revisionNumber: 2,
changeSummary: "Updated routine",
});
const old = createRevision({
id: "revision-1",
revisionNumber: 1,
snapshot: snapshotV1({ status: "paused" }),
changeSummary: "Created routine",
});
mockRoutinesApi.listRevisions.mockResolvedValue([current, old]);
await render();
const oldRow = container.querySelector(
"[data-testid='revision-row-1']",
) as HTMLButtonElement | null;
expect(oldRow).not.toBeNull();
await act(async () => {
oldRow?.click();
});
await flush();
expect(container.textContent).toContain("Viewing revision 1 (read-only)");
expect(container.textContent).toContain(
"Restoring this revision creates a new revision 3 with the same content. History stays append-only.",
);
expect(container.textContent).toContain("Status");
expect(container.textContent).toContain("paused");
expect(container.textContent).toContain("Restore as new revision");
});
it("blocks historical preview and surfaces the conflict banner when local edits are dirty", async () => {
const current = createRevision({ id: "revision-2", revisionNumber: 2 });
const old = createRevision({ id: "revision-1", revisionNumber: 1 });
mockRoutinesApi.listRevisions.mockResolvedValue([current, old]);
await render({
isEditDirty: true,
dirtyFields: [{ key: "description", label: "the description" }],
});
expect(container.textContent).toContain("Unsaved routine edits");
const oldRow = container.querySelector(
"[data-testid='revision-row-1']",
) as HTMLButtonElement | null;
expect(oldRow?.disabled).toBe(true);
});
it("calls restoreRevision and surfaces a success toast after confirming restore", async () => {
const current = createRevision({ id: "revision-2", revisionNumber: 2 });
const old = createRevision({ id: "revision-1", revisionNumber: 1 });
mockRoutinesApi.listRevisions.mockResolvedValue([current, old]);
mockRoutinesApi.restoreRevision.mockResolvedValue({
routine: createRoutine({ latestRevisionId: "revision-3", latestRevisionNumber: 3 }),
revision: createRevision({
id: "revision-3",
revisionNumber: 3,
restoredFromRevisionId: "revision-1",
}),
restoredFromRevisionId: "revision-1",
restoredFromRevisionNumber: 1,
secretMaterials: [],
});
await render();
const oldRow = container.querySelector(
"[data-testid='revision-row-1']",
) as HTMLButtonElement | null;
await act(async () => {
oldRow?.click();
});
await flush();
const restoreButtons = Array.from(container.querySelectorAll("button")).filter(
(button) => button.textContent === "Restore as new revision",
);
expect(restoreButtons.length).toBeGreaterThan(0);
await act(async () => {
restoreButtons[0].click();
});
await flush();
expect(container.querySelector("[data-testid='dialog']")).not.toBeNull();
const confirmButtons = Array.from(container.querySelectorAll("button")).filter((b) =>
(b.textContent ?? "").includes("Restore as revision 3"),
);
expect(confirmButtons.length).toBeGreaterThan(0);
await act(async () => {
confirmButtons[0].click();
});
await flush();
expect(mockRoutinesApi.restoreRevision).toHaveBeenCalledWith(
"routine-1",
"revision-1",
{ changeSummary: null },
);
expect(toastSpy).toHaveBeenCalled();
const successCall = toastSpy.mock.calls.find(
(call) => call[0]?.title === "Restored revision 1 as revision 3",
);
expect(successCall).toBeTruthy();
});
it("shows env summary on the revision preview and routes counts into restore dialog", async () => {
const env: RoutineEnvConfig = {
GH_TOKEN: { type: "secret_ref", secretId: "secret-1", version: "latest" },
LOG_LEVEL: { type: "plain", value: "debug" },
};
const current = createRevision({
id: "revision-2",
revisionNumber: 2,
snapshot: snapshotV1({ env }),
});
const old = createRevision({
id: "revision-1",
revisionNumber: 1,
snapshot: snapshotV1({
env: { GH_TOKEN: { type: "secret_ref", secretId: "secret-1", version: 3 } },
}),
});
mockRoutinesApi.listRevisions.mockResolvedValue([current, old]);
const secrets: CompanySecret[] = [
{
id: "secret-1",
companyId: "company-1",
scope: "company",
ownerUserId: null,
userSecretDefinitionId: null,
key: "gh_token",
name: "github-bot",
provider: "local_encrypted",
status: "active",
managedMode: "paperclip_managed",
externalRef: null,
providerConfigId: null,
providerMetadata: null,
latestVersion: 4,
description: null,
lastResolvedAt: null,
lastRotatedAt: null,
deletedAt: null,
createdByAgentId: null,
createdByUserId: null,
createdAt: new Date("2026-04-01T00:00:00.000Z"),
updatedAt: new Date("2026-04-01T00:00:00.000Z"),
},
];
await render({ secrets });
expect(container.textContent).toContain("Env");
expect(container.textContent).toContain("2 keys (1 secret ref)");
const oldRow = container.querySelector(
"[data-testid='revision-row-1']",
) as HTMLButtonElement | null;
await act(async () => {
oldRow?.click();
});
await flush();
const restoreButtons = Array.from(container.querySelectorAll("button")).filter(
(button) => button.textContent === "Restore as new revision",
);
expect(restoreButtons.length).toBeGreaterThan(0);
await act(async () => {
restoreButtons[0].click();
});
await flush();
expect(container.textContent).toContain("Routine secrets will revert");
expect(container.textContent).toContain("1 key removed");
expect(container.textContent).toContain("1 key changed");
});
it("labels secret-ref env diffs by changed secret instead of binding kind", async () => {
const current = createRevision({
id: "revision-2",
revisionNumber: 2,
snapshot: snapshotV1({
env: { GH_TOKEN: { type: "secret_ref", secretId: "secret-2", version: "latest" } },
}),
});
const old = createRevision({
id: "revision-1",
revisionNumber: 1,
snapshot: snapshotV1({
env: { GH_TOKEN: { type: "secret_ref", secretId: "secret-1", version: "latest" } },
}),
});
const secrets: CompanySecret[] = [
{
id: "secret-1",
companyId: "company-1",
scope: "company",
ownerUserId: null,
userSecretDefinitionId: null,
key: "old_token",
name: "old-token",
provider: "local_encrypted",
status: "active",
managedMode: "paperclip_managed",
externalRef: null,
providerConfigId: null,
providerMetadata: null,
latestVersion: 1,
description: null,
lastResolvedAt: null,
lastRotatedAt: null,
deletedAt: null,
createdByAgentId: null,
createdByUserId: null,
createdAt: new Date("2026-04-01T00:00:00.000Z"),
updatedAt: new Date("2026-04-01T00:00:00.000Z"),
},
{
id: "secret-2",
companyId: "company-1",
scope: "company",
ownerUserId: null,
userSecretDefinitionId: null,
key: "new_token",
name: "new-token",
provider: "local_encrypted",
status: "active",
managedMode: "paperclip_managed",
externalRef: null,
providerConfigId: null,
providerMetadata: null,
latestVersion: 1,
description: null,
lastResolvedAt: null,
lastRotatedAt: null,
deletedAt: null,
createdByAgentId: null,
createdByUserId: null,
createdAt: new Date("2026-04-01T00:00:00.000Z"),
updatedAt: new Date("2026-04-01T00:00:00.000Z"),
},
];
mockRoutinesApi.listRevisions.mockResolvedValue([current, old]);
await render({ secrets });
const oldRow = container.querySelector(
"[data-testid='revision-row-1']",
) as HTMLButtonElement | null;
await act(async () => {
oldRow?.click();
});
await flush();
const compareButton = Array.from(container.querySelectorAll("button")).find(
(button) => button.textContent === "Compare with current",
);
await act(async () => {
compareButton?.click();
});
await flush();
expect(container.textContent).toContain("Env GH_TOKEN secret");
expect(container.textContent).not.toContain("Env GH_TOKEN binding kind");
});
it("invokes onRestored with the restore response so the editor can rehydrate (PAP-3588)", async () => {
const current = createRevision({ id: "revision-2", revisionNumber: 2 });
const old = createRevision({
id: "revision-1",
revisionNumber: 1,
snapshot: snapshotV1({ description: "Original description" }),
});
mockRoutinesApi.listRevisions.mockResolvedValue([current, old]);
const restoredRoutine = createRoutine({
description: "Original description",
latestRevisionId: "revision-3",
latestRevisionNumber: 3,
});
mockRoutinesApi.restoreRevision.mockResolvedValue({
routine: restoredRoutine,
revision: createRevision({
id: "revision-3",
revisionNumber: 3,
restoredFromRevisionId: "revision-1",
}),
restoredFromRevisionId: "revision-1",
restoredFromRevisionNumber: 1,
secretMaterials: [],
});
const onRestored = vi.fn();
await render({ onRestored });
const oldRow = container.querySelector(
"[data-testid='revision-row-1']",
) as HTMLButtonElement | null;
await act(async () => {
oldRow?.click();
});
await flush();
const restoreButtons = Array.from(container.querySelectorAll("button")).filter(
(button) => button.textContent === "Restore as new revision",
);
await act(async () => {
restoreButtons[0].click();
});
await flush();
const confirmButtons = Array.from(container.querySelectorAll("button")).filter((b) =>
(b.textContent ?? "").includes("Restore as revision 3"),
);
await act(async () => {
confirmButtons[0].click();
});
await flush();
expect(onRestored).toHaveBeenCalledTimes(1);
const [response] = onRestored.mock.calls[0];
expect(response.routine).toEqual(restoredRoutine);
expect(response.revision.id).toBe("revision-3");
});
});