From 1acce9fe9df170c8ce045ace711dce597666feb9 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 10:31:05 -0400 Subject: [PATCH 01/41] Add enable_workflow_plan_replay setting (WIP) Default off; depends on chat orchestration and personal workflows. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- .../single_app/admin_settings_fields.py | 23 +++++++++++++++++++ .../functions_orchestration_registry.py | 4 ++++ application/single_app/functions_settings.py | 10 ++++++++ .../route_frontend_admin_settings.py | 3 +++ .../admin/_panes/chat-orchestration.html | 15 ++++++++++++ 5 files changed, 55 insertions(+) diff --git a/application/single_app/admin_settings_fields.py b/application/single_app/admin_settings_fields.py index 2b7429527..0272a1d2e 100644 --- a/application/single_app/admin_settings_fields.py +++ b/application/single_app/admin_settings_fields.py @@ -4382,6 +4382,29 @@ {"key": "allow_user_workflows", "equals": True}, ], }, + { + "key": "enable_workflow_plan_replay", + "type": "switch", + "label": "Repeat Chat Plans On A Schedule", + "help": ( + "Lets a user save a completed plan from their own private conversation as a personal " + "workflow that repeats the same steps on a schedule, such as every Monday. The user " + "sees every step and the schedule before creating it. Each run replays the saved " + "steps exactly, as that user, in the workflow's own conversation, and checks the " + "user's access again first. Only steps that search, analyze, compare or merge " + "documents, inspect tabular files, write the answer or generate images can be " + "repeated. Web search and other steps that need a signed-in session can't be " + "repeated. Off by default, because a saved plan " + "keeps running with the user's access. Turning it off makes existing repeat " + "workflows stop with a clear reason instead of deleting them. Requires Chat " + "Orchestration and Enable Personal Workflows." + ), + "default": False, + "depends_on": [ + {"key": "enable_chat_orchestration", "equals": True}, + {"key": "allow_user_workflows", "equals": True}, + ], + }, { "key": "chat_orchestration_enabled_capabilities", "type": "checkbox_set", diff --git a/application/single_app/functions_orchestration_registry.py b/application/single_app/functions_orchestration_registry.py index 9ec217ee9..9b3af38c2 100644 --- a/application/single_app/functions_orchestration_registry.py +++ b/application/single_app/functions_orchestration_registry.py @@ -129,6 +129,10 @@ def effective_capability_ids(values): # workflow. Hand-off also needs proposals, runs and results turned on, because it creates a # workflow, starts its one run and posts that run's result back into the chat. WORKFLOW_HANDOFF_SETTING = 'enable_chat_orchestration_workflow_handoff' +# The settings key that must be exactly True before a completed plan can be saved as a personal +# workflow that replays it on a schedule, and before an existing replay workflow may run. It is not a +# capability: a replay is never a step the planner can choose, only a user's explicit save. +WORKFLOW_PLAN_REPLAY_SETTING = 'enable_workflow_plan_replay' # The tasks a workflow proposal may hold, and the action kinds the planner may say a task needs. # The workflow planning context and the deliverables import these, so each has one definition. # The draft service's own task limit (functions_workflow_drafts.BLUEPRINT_MAX_TASKS) stays a diff --git a/application/single_app/functions_settings.py b/application/single_app/functions_settings.py index 02046d100..9514d33ad 100644 --- a/application/single_app/functions_settings.py +++ b/application/single_app/functions_settings.py @@ -1648,6 +1648,10 @@ def get_settings(use_cosmos=False, include_source=False): # user approves on the plan and again on a hand-off card. Off by default and separate from # proposals and runs, so an upgrade never turns it on by itself. 'enable_chat_orchestration_workflow_handoff': False, + # Lets a user save a completed chat plan as a personal workflow that replays the frozen plan + # as that user on a schedule. Off by default; turning it off makes existing replay + # workflows refuse to run with a fixed reason rather than deleting them. + 'enable_workflow_plan_replay': False, # Workflows that a chat plan creates for a user: how many one user may hold, and the # shortest interval one may run on (also never shorter than the general workflow minimum). 'chat_orchestration_max_workflows_per_user': CHAT_ORCHESTRATION_MAX_WORKFLOWS_DEFAULT, @@ -2476,6 +2480,12 @@ def update_settings(new_settings, *, expected_etag=None): new_settings['enable_chat_orchestration_workflow_handoff'] is True ), } + if isinstance(new_settings, dict) and 'enable_workflow_plan_replay' in new_settings: + # Only a real boolean true lets chat plans be repeated on a schedule; anything else saves as off. + new_settings = { + **new_settings, + 'enable_workflow_plan_replay': new_settings['enable_workflow_plan_replay'] is True, + } if isinstance(new_settings, dict) and 'chat_orchestration_max_workflow_handoffs_per_day' in new_settings: new_settings = { **new_settings, diff --git a/application/single_app/route_frontend_admin_settings.py b/application/single_app/route_frontend_admin_settings.py index d12c889d8..a3ac68298 100644 --- a/application/single_app/route_frontend_admin_settings.py +++ b/application/single_app/route_frontend_admin_settings.py @@ -514,6 +514,9 @@ def _clamped(field, default, low, high): 'enable_chat_orchestration_workflow_handoff': ( form_data.get('enable_chat_orchestration_workflow_handoff') == 'on' ), + 'enable_workflow_plan_replay': ( + form_data.get('enable_workflow_plan_replay') == 'on' + ), 'chat_orchestration_default_approval_mode': approval_mode, 'chat_orchestration_timed_approval_seconds': _clamped( 'chat_orchestration_timed_approval_seconds', 10, 3, 120 diff --git a/application/single_app/templates/admin/_panes/chat-orchestration.html b/application/single_app/templates/admin/_panes/chat-orchestration.html index cf41c94f8..538652977 100644 --- a/application/single_app/templates/admin/_panes/chat-orchestration.html +++ b/application/single_app/templates/admin/_panes/chat-orchestration.html @@ -149,6 +149,21 @@
Off by default, because a hand-off starts background work that keeps running with the user's access after the chat turn ends. Requires Chat Orchestration, Enable Personal Workflows, Propose Workflows From Chat, Run Workflows From Chat and Use Workflow Results In Chat. When a request is too large for a chat plan, such as reviewing hundreds of documents, a plan can hand the work to a one-time durable workflow instead. The user approves the plan, then approves a hand-off card; approving the card creates the workflow turned off, so it never runs on a schedule, and starts it once. When the run finishes, its result is posted back into the conversation. +
+ + +
+ Off by default, because a saved plan keeps running with the user's access. Requires Chat Orchestration and Enable Personal Workflows. Lets a user save a completed plan from their own private conversation as a personal workflow that repeats the same steps on a schedule, such as every Monday. The user sees every step and the schedule before creating it. Each run replays the saved steps exactly, as that user, in the workflow's own conversation, and checks the user's access again first. Only steps that search, analyze, compare or merge documents, inspect tabular files, write the answer or generate images can be repeated. Web search and other steps that need a signed-in session can't be repeated. Turning it off makes existing repeat workflows stop with a clear reason instead of deleting them. +
+

Which kinds of work a plan may contain. Leave every box ticked to allow whatever the rest of this deployment's settings already permit; untick one to keep it out of plans even where it is otherwise enabled. An empty selection also means every otherwise-enabled capability. Use an action still requires Enable Action Access.

From fbc4fb3dae78263fef0893b0f0845af11ac2953a Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 10:42:56 -0400 Subject: [PATCH 02/41] Add plan replay module: allowlist, refusals, freeze contract and preflight (WIP) Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- .../functions_workflow_plan_replay.py | 396 ++++++++++++++++++ 1 file changed, 396 insertions(+) create mode 100644 application/single_app/functions_workflow_plan_replay.py diff --git a/application/single_app/functions_workflow_plan_replay.py b/application/single_app/functions_workflow_plan_replay.py new file mode 100644 index 000000000..e4ecfc44f --- /dev/null +++ b/application/single_app/functions_workflow_plan_replay.py @@ -0,0 +1,396 @@ +# functions_workflow_plan_replay.py +"""Plan replay: a personal workflow task that repeats one approved chat-orchestration plan. + +The creator approved a plan in chat. The server freezes that plan (normalized, SHA-256 hashed) +onto a workflow task and replays it as the creator, in the workflow's own conversation. The +model never adds, removes or rewrites a step during a replay; model steps still run with their +frozen instructions. + +Every run re-authorizes the creator: the settings, the frozen hash, the replay allowlist, each +step's capability against the current admin list, and every source the plan reads. Background +runs carry no roles, so a step that needs a signed-in session is refused when the plan is frozen +and again before step 1 of every run. A plan therefore behaves the same whether it was started by +hand or by the schedule. +""" + +import hashlib +import json +from copy import deepcopy + +from functions_orchestration_registry import ( + WORKFLOW_PLAN_REPLAY_SETTING, + approval_floor_capability_ids, + external_effect_capability_ids, + get_capability, +) +from functions_orchestration_schema import plan_document_ids +from functions_workflow_bindings import WorkflowInputError +from functions_workflow_definitions import WorkflowPublicValidationError + + +PLAN_REPLAY_TASK_TYPE = 'plan_replay' +PLAN_REPLAY_TASK_VERSION = 1 +PLAN_REPLAY_ALLOWLIST_VERSION = 'plan-replay-allowlist-v1' +PLAN_REPLAY_RESULT_CONTRACT = 'plan-replay-result-v1' +PLAN_REPLAY_TIME_HANDLING = 'frozen_with_run_time_line' +PLAN_REPLAY_MAX_STEPS = 8 +PLAN_REPLAY_TASK_NAME = 'Repeat saved plan' + +# Deny by default. Each entry says why repeating it as the creator, without a signed-in session, +# reads nothing the creator could not read and writes nothing outside the workflow's conversation. +REPLAYABLE_CAPABILITIES = { + 'document_search': 'Searches documents the creator can still open; access is re-checked before every run.', + 'document_analyze': 'Analyzes documents the creator can still open, with the frozen instructions.', + 'document_compare': 'Compares documents the creator can still open, with the frozen instructions.', + 'document_merge': 'Merges documents the creator can still open into a file kept with the run.', + 'tabular_inspect': 'Reads the shape of tabular files the creator can still open; it finishes in the step.', + 'compose': 'Writes the answer from earlier step results with the frozen instructions.', + 'generate_image': 'Creates a new image from the frozen prompt; reference images are refused.', +} + +# A step that needs the caller's signed-in roles. A repeated run has none. +ROLE_REQUIRED_CAPABILITIES = frozenset({'web_search'}) +# Steps that finish asynchronously, after the plan stops waiting. Refused in this slice. +WAIT_CAPABILITIES = frozenset({'tabular_analyze', 'render_file'}) +# Phase 6c in-plan wait kind. Mirrors SAVED_WORKFLOW_RUN_WAIT_KIND in +# functions_orchestration_workflow_run_wait.py, which is not on this base yet. +SAVED_WORKFLOW_RUN_WAIT_KIND = 'saved_workflow_run' +REFUSED_WAIT_KINDS = frozenset({ + 'native_tabular_compute', 'orchestration_output', 'orchestration_result', + SAVED_WORKFLOW_RUN_WAIT_KIND, +}) +WORKFLOW_CAPABILITIES = frozenset({ + 'workflow_propose', 'workflow_run', 'workflow_results', 'workflow_handoff', +}) +VISUAL_IMAGE_PROPOSAL = 'image_proposal' # VERIFY: registry constant name (L184) + +REFUSAL_MESSAGES = { + 'replay_disabled': 'Repeating chat plans is turned off. Ask an admin to turn it on, then run the workflow again.', + 'orchestration_disabled': 'Chat orchestration is turned off, so this saved plan can\'t run.', + 'personal_workflows_disabled': 'Personal workflows are turned off, so this saved plan can\'t run.', + 'group_not_supported': 'Only personal workflows can repeat a chat plan.', + 'creator_mismatch': 'This saved plan can only run as the person who created it.', + 'plan_hash_mismatch': 'This saved plan changed after it was approved. Create it again from chat.', + 'allowlist_version_unsupported': 'This saved plan was made with rules this version doesn\'t support. Create it again from chat.', + 'capability_not_replayable': 'A step in this plan can\'t be repeated by a saved workflow.', + 'capability_unavailable': 'A step in this plan is turned off or no longer available.', + 'role_required': 'A step in this plan needs your signed-in session, which a repeated run doesn\'t have.', + 'elicitation_not_replayable': 'This plan asked you a question before it ran. Repeated runs can\'t stop to ask.', + 'source_unavailable': 'A document, group or public workspace this plan reads is no longer available to you.', + 'source_run_not_eligible': 'Only a completed plan that you approved can be saved as a workflow.', + 'shared_conversation_not_allowed': 'Plans from shared conversations can\'t be saved as a workflow.', + 'conversation_context_not_replayable': 'This plan relies on earlier messages in the chat, so it can\'t be repeated on its own.', + 'replay_wait_unsupported': 'A step in this plan waits for a file or result to finish, which a repeated run can\'t do yet.', + 'replay_budget_exceeded': 'The repeated plan took longer than its time limit and was stopped.', + 'replay_execution_failed': 'The repeated plan could not finish. Open the run for details.', + 'plan_replay_read_only': 'A saved plan can\'t be edited. Create it again from chat.', + 'workflow_replay_managed': 'This workflow repeats a saved chat plan; only its name, schedule and alerts can change.', + 'model_unavailable': 'The model this plan used is no longer available. Create it again from chat.', +} + + +class PlanReplayRefused(WorkflowInputError): + """Raised at run time. ``public_message`` is fixed text, never model output.""" + + def __init__(self, code, message=None, *, step_id=None, refusals=None): + text = message or REFUSAL_MESSAGES.get(code) or REFUSAL_MESSAGES['replay_execution_failed'] + super().__init__(text) # VERIFY: WorkflowInputError signature + self.code = code + self.public_message = text + self.step_id = step_id + self.refusals = list(refusals or []) + + +class PlanReplaySaveError(WorkflowPublicValidationError): + """Raised when a replay workflow is created or saved. Routes return ``{error, code}``.""" + + def __init__(self, code, message=None, *, refusals=None): + text = message or REFUSAL_MESSAGES.get(code) or REFUSAL_MESSAGES['source_run_not_eligible'] + super().__init__(text) # VERIFY: WorkflowPublicValidationError signature + self.code = code + self.public_message = text + self.refusals = list(refusals or []) + + +def capability_label(capability_id): + """The registry's label; never the model-written step title.""" + capability = get_capability(capability_id) if isinstance(capability_id, str) else None + return (capability or {}).get('label') or 'Unknown step' + + +def _declared_wait_kinds(value, found=None): + found = set() if found is None else found + if isinstance(value, dict): + for key, item in value.items(): + if key in ('wait_kind', 'kind') and isinstance(item, str) and item in REFUSED_WAIT_KINDS: + found.add(item) + _declared_wait_kinds(item, found) + elif isinstance(value, list): + for item in value: + _declared_wait_kinds(item, found) + return found + + +def _refusal(code, number, step, message): + return { + 'code': code, 'step_number': number, + 'step_id': str(step.get('step_id') or '') if isinstance(step, dict) else '', + 'capability_id': str(step.get('capability_id') or '') if isinstance(step, dict) else '', + 'message': message, + } + + +def classify_plan_steps(plan): + """Return every refusal for ``plan``; an empty list means every enabled step may replay. + + One function serves the freeze and the run-time preflight, so both apply the same rules. + """ + plan = plan if isinstance(plan, dict) else {} + steps = plan.get('steps') if isinstance(plan.get('steps'), list) else [] + refusals = [] + enabled = [step for step in steps if isinstance(step, dict) and step.get('enabled', True)] + if not enabled: + refusals.append(_refusal('capability_unavailable', 0, {}, 'This plan has no steps to repeat.')) + if len(enabled) > PLAN_REPLAY_MAX_STEPS: + refusals.append(_refusal( + 'replay_budget_exceeded', 0, {}, + f'A saved plan can repeat at most {PLAN_REPLAY_MAX_STEPS} steps.', + )) + blocked = set(WORKFLOW_CAPABILITIES) | set(approval_floor_capability_ids()) | set(external_effect_capability_ids()) + for number, step in enumerate(enabled, start=1): + capability_id = step.get('capability_id') + label = capability_label(capability_id) + prefix = f'Step {number} ({label})' + arguments = step.get('arguments') if isinstance(step.get('arguments'), dict) else {} + if _declared_wait_kinds(step): + refusals.append(_refusal( + 'replay_wait_unsupported', number, step, + f'{prefix} waits for work to finish after the plan stops, which a repeated run can\'t do yet.', + )) + elif capability_id in WAIT_CAPABILITIES: + refusals.append(_refusal( + 'replay_wait_unsupported', number, step, + f'{prefix} finishes after the plan stops waiting, which a repeated run can\'t do yet.', + )) + elif capability_id in ROLE_REQUIRED_CAPABILITIES: + refusals.append(_refusal( + 'role_required', number, step, + f'{prefix} needs your signed-in session, which a repeated run doesn\'t have.', + )) + elif capability_id in blocked or capability_id not in REPLAYABLE_CAPABILITIES: + refusals.append(_refusal( + 'capability_not_replayable', number, step, + f'{prefix} can\'t be repeated by a saved workflow.', + )) + elif capability_id == 'generate_image' and ( + arguments.get('reference_document_ids') or arguments.get('reference_message_ids') + ): + refusals.append(_refusal( + 'capability_not_replayable', number, step, + f'{prefix} edits a reference image. Repeated runs only create new images from a prompt.', + )) + elif capability_id == 'compose' and VISUAL_IMAGE_PROPOSAL in (arguments.get('visuals') or []): + refusals.append(_refusal( + 'capability_not_replayable', number, step, + f'{prefix} offers an image for you to accept, which a repeated run can\'t do.', + )) + if plan.get('deliverables'): + refusals.append(_refusal( + 'replay_wait_unsupported', 0, {}, + f'This plan creates a file ({capability_label("render_file")}), which a repeated run can\'t do yet.', + )) + return refusals + + +_FROZEN_SEED_FIELDS = ( + 'model_deployment', 'model_id', 'model_endpoint_id', 'model_provider', 'reasoning_effort', + 'doc_scope', 'document_ids', 'tags', 'document_filter_mode', 'active_group_ids', + 'active_public_workspace_ids', +) +_REPLAY_DOC_SCOPES = ('all', 'personal', 'group', 'public') + + +def build_frozen_seeds(seeds): + """Keep only the request choices a replay may reuse; everything else is dropped.""" + seeds = seeds if isinstance(seeds, dict) else {} + frozen = {} + for field in _FROZEN_SEED_FIELDS: + value = seeds.get(field) + if value in (None, '', [], {}): + continue + frozen[field] = deepcopy(value) + scope = frozen.get('doc_scope') or 'all' + if scope not in _REPLAY_DOC_SCOPES: + raise PlanReplaySaveError('conversation_context_not_replayable') + for field in ('document_ids', 'tags', 'active_group_ids', 'active_public_workspace_ids'): + if field in frozen and ( + not isinstance(frozen[field], list) or any(not isinstance(item, str) for item in frozen[field]) + ): + raise PlanReplaySaveError('source_run_not_eligible') + return frozen + + +_CONTRACT_PLAN_KEYS = ( + 'plan_id', 'planner_contract_version', 'intent', 'assumptions', 'steps', 'inputs', 'outputs', + 'final_response', 'deliverables', 'model_routing', +) # VERIFY: keys apply_plan_edits and the harness read +_CONTRACT_STEP_KEYS = ( + 'step_id', 'capability_id', 'title', 'rationale', 'arguments', 'depends_on', 'inputs', 'outputs', + 'optional', 'enabled', 'estimated_cost', 'role', 'model_task', 'model_binding', 'delivers', +) + + +def normalize_plan_contract(plan): + """The executable plan without runtime state. What is stored is what is hashed and run.""" + plan = plan if isinstance(plan, dict) else {} + contract = {key: deepcopy(plan[key]) for key in _CONTRACT_PLAN_KEYS if key in plan} + contract['steps'] = [ + {key: deepcopy(step[key]) for key in _CONTRACT_STEP_KEYS if key in step} + for step in plan.get('steps') or [] if isinstance(step, dict) + ] + return contract + + +def plan_replay_sha256(request, frozen_plan, frozen_seeds): + payload = { + 'task_version': PLAN_REPLAY_TASK_VERSION, 'allowlist_version': PLAN_REPLAY_ALLOWLIST_VERSION, + 'request': request, 'plan': frozen_plan, 'seeds': frozen_seeds, + } + encoded = json.dumps(payload, sort_keys=True, separators=(',', ':'), ensure_ascii=False) + return hashlib.sha256(encoded.encode('utf-8')).hexdigest() + + +def _refuse(code, refusals=None): + first = (refusals or [{}])[0] + raise PlanReplayRefused( + code, first.get('message') or None, step_id=first.get('step_id') or None, refusals=refusals, + ) + + +def authorize_plan_replay_settings(settings): + settings = settings if isinstance(settings, dict) else {} + if settings.get(WORKFLOW_PLAN_REPLAY_SETTING) is not True: + _refuse('replay_disabled') + if settings.get('enable_chat_orchestration') is not True: + _refuse('orchestration_disabled') + if settings.get('allow_user_workflows') is not True: + _refuse('personal_workflows_disabled') + + +def authorize_plan_replay_run(workflow, task, settings): + """Re-authorize the creator before step 1 of every run, or raise ``PlanReplayRefused``.""" + authorize_plan_replay_settings(settings) + workflow = workflow if isinstance(workflow, dict) else {} + if workflow.get('group_id') or str(workflow.get('scope') or 'personal').lower() == 'group': + _refuse('group_not_supported') + replay = (task or {}).get('plan_replay') if isinstance(task, dict) else None + if (task or {}).get('type') != PLAN_REPLAY_TASK_TYPE or not isinstance(replay, dict): + _refuse('plan_hash_mismatch') + user_id = str(workflow.get('user_id') or '') + provenance = replay.get('provenance') if isinstance(replay.get('provenance'), dict) else {} + approval = replay.get('approval') if isinstance(replay.get('approval'), dict) else {} + if not user_id or any( + str(value or '') != user_id + for value in (workflow.get('created_by') or user_id, provenance.get('created_by'), approval.get('approved_by')) + ): + _refuse('creator_mismatch') + if replay.get('version') != PLAN_REPLAY_TASK_VERSION or replay.get('allowlist_version') != PLAN_REPLAY_ALLOWLIST_VERSION: + _refuse('allowlist_version_unsupported') + frozen_plan = replay.get('frozen_plan') + frozen_seeds = replay.get('frozen_seeds') if isinstance(replay.get('frozen_seeds'), dict) else {} + digest = plan_replay_sha256(replay.get('request'), frozen_plan, frozen_seeds) + if digest != replay.get('plan_sha256') or digest != approval.get('plan_sha256'): + _refuse('plan_hash_mismatch') + if normalize_plan_contract(frozen_plan) != frozen_plan: + _refuse('plan_hash_mismatch') + refusals = classify_plan_steps(frozen_plan) + if refusals: + _refuse(refusals[0]['code'], refusals) + authorize_replay_capabilities(user_id, frozen_plan, settings) + authorize_replay_sources(user_id, frozen_plan, frozen_seeds, settings) + return {'user_id': user_id, 'plan_sha256': digest, 'frozen_plan': frozen_plan, 'frozen_seeds': frozen_seeds} + + +def authorize_replay_capabilities(user_id, frozen_plan, settings): + """Every enabled step must still be on and allowed by the admin list, with no roles.""" + from functions_orchestration_registry import resolve_available_capabilities + + enabled = [step for step in frozen_plan.get('steps') or [] if step.get('enabled', True)] + required = {step.get('capability_id') for step in enabled} + reasons = {} + available = resolve_available_capabilities( + settings, allowed_ids=settings.get('chat_orchestration_enabled_capabilities'), + request_context={ + 'user_id': user_id, 'user_roles': [], 'user_enable_agents': False, + 'message_urls': [], 'allowed_user_urls': [], + }, + candidate_ids=required, unavailable=reasons, include_runtime_bindings=False, + ) # VERIFY: return shape and keyword names + available_ids = {item.get('id') if isinstance(item, dict) else item for item in available or []} + for number, step in enumerate(enabled, start=1): + capability_id = step.get('capability_id') + if capability_id in available_ids: + continue + prefix = f'Step {number} ({capability_label(capability_id)})' + if reasons.get(capability_id) == 'caller_access_required': + refusal = _refusal('role_required', number, step, + f'{prefix} needs your signed-in session, which a repeated run doesn\'t have.') + else: + refusal = _refusal('capability_unavailable', number, step, f'{prefix} is turned off or no longer available.') + _refuse(refusal['code'], [refusal]) + + +def authorize_replay_sources(user_id, frozen_plan, frozen_seeds, settings): + """Re-check every document, group and public workspace the plan reads, as the creator.""" + group_ids = list(frozen_seeds.get('active_group_ids') or []) + workspace_ids = list(frozen_seeds.get('active_public_workspace_ids') or []) + if group_ids: + if settings.get('enable_group_workspaces') is False: + _refuse('source_unavailable') + from functions_group import ( # VERIFY: names + check_group_status_allows_operation, find_group_by_id, get_user_role_in_group, + ) + + for group_id in group_ids: + group = find_group_by_id(group_id) + if not group or get_user_role_in_group(group, user_id) is None: + _refuse('source_unavailable') + allowed, _reason = check_group_status_allows_operation(group, 'chat') + if not allowed: + _refuse('source_unavailable') + if workspace_ids: + if settings.get('enable_public_workspaces') is not True: + _refuse('source_unavailable') + from functions_public_workspaces import ( # VERIFY: names + check_public_workspace_status_allows_operation, find_public_workspace_by_id, + ) + + for workspace_id in workspace_ids: + workspace = find_public_workspace_by_id(workspace_id) + if not workspace: + _refuse('source_unavailable') + allowed, _reason = check_public_workspace_status_allows_operation(workspace, 'chat') + if not allowed: + _refuse('source_unavailable') + document_ids = list(dict.fromkeys([ + *(frozen_seeds.get('document_ids') or []), *plan_document_ids(frozen_plan), + ])) + if not document_ids: + return + from functions_mixed_source_orchestration import resolve_authorized_source_manifest + + try: + manifest = resolve_authorized_source_manifest( + document_ids, user_id, conversation_id=None, + doc_scope=frozen_seeds.get('doc_scope') or 'all', + active_group_ids=group_ids or None, active_public_workspace_ids=workspace_ids or None, + ) # VERIFY: return shape + except (ValueError, LookupError, PermissionError): + _refuse('source_unavailable') + entries = manifest.get('documents') if isinstance(manifest, dict) else manifest + authorized = { + entry.get('document_id') or entry.get('id') for entry in entries or [] + if isinstance(entry, dict) and entry.get('authorization_status') == 'authorized' + } + if set(document_ids) - authorized: + _refuse('source_unavailable') From 38cd0521f5467a0da90f71918874552798bea951 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 10:44:06 -0400 Subject: [PATCH 03/41] Resolve plan replay module name checks (WIP) Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- .../functions_workflow_plan_replay.py | 25 ++++++++++--------- 1 file changed, 13 insertions(+), 12 deletions(-) diff --git a/application/single_app/functions_workflow_plan_replay.py b/application/single_app/functions_workflow_plan_replay.py index e4ecfc44f..7cfb49876 100644 --- a/application/single_app/functions_workflow_plan_replay.py +++ b/application/single_app/functions_workflow_plan_replay.py @@ -18,10 +18,12 @@ from copy import deepcopy from functions_orchestration_registry import ( + VISUAL_IMAGE_PROPOSAL, WORKFLOW_PLAN_REPLAY_SETTING, approval_floor_capability_ids, external_effect_capability_ids, get_capability, + resolve_available_capabilities, ) from functions_orchestration_schema import plan_document_ids from functions_workflow_bindings import WorkflowInputError @@ -62,7 +64,6 @@ WORKFLOW_CAPABILITIES = frozenset({ 'workflow_propose', 'workflow_run', 'workflow_results', 'workflow_handoff', }) -VISUAL_IMAGE_PROPOSAL = 'image_proposal' # VERIFY: registry constant name (L184) REFUSAL_MESSAGES = { 'replay_disabled': 'Repeating chat plans is turned off. Ask an admin to turn it on, then run the workflow again.', @@ -94,7 +95,7 @@ class PlanReplayRefused(WorkflowInputError): def __init__(self, code, message=None, *, step_id=None, refusals=None): text = message or REFUSAL_MESSAGES.get(code) or REFUSAL_MESSAGES['replay_execution_failed'] - super().__init__(text) # VERIFY: WorkflowInputError signature + super().__init__(text) self.code = code self.public_message = text self.step_id = step_id @@ -106,7 +107,7 @@ class PlanReplaySaveError(WorkflowPublicValidationError): def __init__(self, code, message=None, *, refusals=None): text = message or REFUSAL_MESSAGES.get(code) or REFUSAL_MESSAGES['source_run_not_eligible'] - super().__init__(text) # VERIFY: WorkflowPublicValidationError signature + super().__init__(text) self.code = code self.public_message = text self.refusals = list(refusals or []) @@ -312,9 +313,10 @@ def authorize_plan_replay_run(workflow, task, settings): def authorize_replay_capabilities(user_id, frozen_plan, settings): - """Every enabled step must still be on and allowed by the admin list, with no roles.""" - from functions_orchestration_registry import resolve_available_capabilities + """Every enabled step must still be on and allowed by the admin list, with no roles. + Runtime service bindings are left to the harness, which checks them again before step 1. + """ enabled = [step for step in frozen_plan.get('steps') or [] if step.get('enabled', True)] required = {step.get('capability_id') for step in enabled} reasons = {} @@ -325,8 +327,8 @@ def authorize_replay_capabilities(user_id, frozen_plan, settings): 'message_urls': [], 'allowed_user_urls': [], }, candidate_ids=required, unavailable=reasons, include_runtime_bindings=False, - ) # VERIFY: return shape and keyword names - available_ids = {item.get('id') if isinstance(item, dict) else item for item in available or []} + ) + available_ids = {item['id'] for item in available} for number, step in enumerate(enabled, start=1): capability_id = step.get('capability_id') if capability_id in available_ids: @@ -347,7 +349,7 @@ def authorize_replay_sources(user_id, frozen_plan, frozen_seeds, settings): if group_ids: if settings.get('enable_group_workspaces') is False: _refuse('source_unavailable') - from functions_group import ( # VERIFY: names + from functions_group import ( check_group_status_allows_operation, find_group_by_id, get_user_role_in_group, ) @@ -361,7 +363,7 @@ def authorize_replay_sources(user_id, frozen_plan, frozen_seeds, settings): if workspace_ids: if settings.get('enable_public_workspaces') is not True: _refuse('source_unavailable') - from functions_public_workspaces import ( # VERIFY: names + from functions_public_workspaces import ( check_public_workspace_status_allows_operation, find_public_workspace_by_id, ) @@ -384,12 +386,11 @@ def authorize_replay_sources(user_id, frozen_plan, frozen_seeds, settings): document_ids, user_id, conversation_id=None, doc_scope=frozen_seeds.get('doc_scope') or 'all', active_group_ids=group_ids or None, active_public_workspace_ids=workspace_ids or None, - ) # VERIFY: return shape + ) except (ValueError, LookupError, PermissionError): _refuse('source_unavailable') - entries = manifest.get('documents') if isinstance(manifest, dict) else manifest authorized = { - entry.get('document_id') or entry.get('id') for entry in entries or [] + entry.get('document_id') for entry in manifest if isinstance(entry, dict) and entry.get('authorization_status') == 'authorized' } if set(document_ids) - authorized: From cf945b4a90b3d3b8ab24bc667ba89a40c34d64d5 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 10:54:53 -0400 Subject: [PATCH 04/41] Pass the plan contract version to the replay capability check (WIP) Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- application/single_app/functions_workflow_plan_replay.py | 6 ++++-- 1 file changed, 4 insertions(+), 2 deletions(-) diff --git a/application/single_app/functions_workflow_plan_replay.py b/application/single_app/functions_workflow_plan_replay.py index 7cfb49876..f40735131 100644 --- a/application/single_app/functions_workflow_plan_replay.py +++ b/application/single_app/functions_workflow_plan_replay.py @@ -18,6 +18,7 @@ from copy import deepcopy from functions_orchestration_registry import ( + DEPENDENCY_PLAN_CONTRACT_VERSION, VISUAL_IMAGE_PROPOSAL, WORKFLOW_PLAN_REPLAY_SETTING, approval_floor_capability_ids, @@ -234,7 +235,7 @@ def build_frozen_seeds(seeds): _CONTRACT_PLAN_KEYS = ( 'plan_id', 'planner_contract_version', 'intent', 'assumptions', 'steps', 'inputs', 'outputs', 'final_response', 'deliverables', 'model_routing', -) # VERIFY: keys apply_plan_edits and the harness read +) # The plan-revision fields minus run identity, approval, status and edit/validation state. _CONTRACT_STEP_KEYS = ( 'step_id', 'capability_id', 'title', 'rationale', 'arguments', 'depends_on', 'inputs', 'outputs', 'optional', 'enabled', 'estimated_cost', 'role', 'model_task', 'model_binding', 'delivers', @@ -326,7 +327,8 @@ def authorize_replay_capabilities(user_id, frozen_plan, settings): 'user_id': user_id, 'user_roles': [], 'user_enable_agents': False, 'message_urls': [], 'allowed_user_urls': [], }, - candidate_ids=required, unavailable=reasons, include_runtime_bindings=False, + candidate_ids=required, unavailable=reasons, + contract_version=DEPENDENCY_PLAN_CONTRACT_VERSION, include_runtime_bindings=False, ) available_ids = {item['id'] for item in available} for number, step in enumerate(enabled, start=1): From c3536eed0bb038408cdcbb7739590e9a6337ede1 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 11:12:28 -0400 Subject: [PATCH 05/41] Add plan replay freeze, builder, executor adapter and typed result (WIP) Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- .../functions_personal_workflows.py | 41 +- .../functions_workflow_plan_replay.py | 680 ++++++++++++++++++ 2 files changed, 718 insertions(+), 3 deletions(-) diff --git a/application/single_app/functions_personal_workflows.py b/application/single_app/functions_personal_workflows.py index cd8db22ed..2c039743d 100644 --- a/application/single_app/functions_personal_workflows.py +++ b/application/single_app/functions_personal_workflows.py @@ -900,7 +900,7 @@ def get_due_personal_workflows(limit=20): def build_personal_workflow_document(user_id, workflow_data, actor_user_id=None, *, settings=None, workflow_id=None, origin=None, user_settings_reader=None, resolve_document=None, - sanitize_source=None, one_time=False): + sanitize_source=None, one_time=False, plan_replay_task=None): """Normalize and authorize a personal workflow exactly as saving it would, without writing. Returns ``(workflow, existing_workflow)``: the document a save persists and the stored workflow @@ -937,6 +937,37 @@ def build_personal_workflow_document(user_id, workflow_data, actor_user_id=None, existing_workflow = get_personal_workflow(user_id, workflow_id) if workflow_id else None refuse_save_of_deleted_workflow(cosmos_personal_workflows_container, user_id, workflow_data, existing_workflow) + incoming_tasks = workflow_data.get('tasks') if isinstance(workflow_data.get('tasks'), list) else [] + existing_plan_replay_task = next(( + task for task in (existing_workflow or {}).get('tasks') or [] + if isinstance(task, dict) and task.get('type') == 'plan_replay' and isinstance(task.get('plan_replay'), dict) + ), None) + incoming_replay_task = any( + isinstance(task, dict) and task.get('type') == 'plan_replay' + for task in incoming_tasks + ) + has_replay_payload = ( + plan_replay_task is not None + or existing_plan_replay_task is not None + or workflow_data.get('plan_replay') is not None + or incoming_replay_task + ) + attach_plan_replay = None + if has_replay_payload: + # Plan replay is a server-owned task envelope; importing here avoids a workflow-store import cycle. + from functions_workflow_plan_replay import ( + PlanReplaySaveError, + attach_plan_replay, + normalize_plan_replay_update, + ) + + if plan_replay_task is not None and existing_workflow is not None: + raise PlanReplaySaveError('plan_replay_read_only') + if existing_plan_replay_task: + workflow_data = normalize_plan_replay_update(existing_workflow, workflow_data) + elif plan_replay_task is None: + raise PlanReplaySaveError('plan_replay_read_only') + workflow_name = _normalize_text(workflow_data.get('name'), 'Workflow name', required=True) description = _normalize_text(workflow_data.get('description'), 'Description') file_sync = _normalize_file_sync_config( @@ -970,6 +1001,10 @@ def build_personal_workflow_document(user_id, workflow_data, actor_user_id=None, ), default_document_action=document_action, ) + if plan_replay_task is not None: + tasks = [attach_plan_replay(tasks[0], plan_replay_task)] + elif existing_plan_replay_task: + tasks = [attach_plan_replay(tasks[0], existing_plan_replay_task['plan_replay'])] definition_fields = normalize_workflow_definition( workflow_data, existing_workflow, tasks, user_id=user_id, ) @@ -1166,7 +1201,7 @@ def save_personal_workflow(user_id, workflow_data, actor_user_id=None): def create_personal_workflow_if_absent(user_id, workflow_data, *, workflow_id, origin, actor_user_id=None, settings=None, user_settings_reader=None, resolve_document=None, - sanitize_source=None, one_time=False): + sanitize_source=None, one_time=False, plan_replay_task=None): """Create a personal workflow under a server-chosen id and origin, at most once. Chat orchestration derives ``workflow_id`` from the proposal the user accepted, so accepting the @@ -1190,7 +1225,7 @@ def create_personal_workflow_if_absent(user_id, workflow_data, *, workflow_id, o user_id, {} if workflow_data is None else workflow_data, actor_user_id, settings=settings, workflow_id=workflow_id, origin=origin, user_settings_reader=user_settings_reader, resolve_document=resolve_document, - sanitize_source=sanitize_source, one_time=one_time, + sanitize_source=sanitize_source, one_time=one_time, plan_replay_task=plan_replay_task, ) record, created = create_workflow_definition_record_if_absent( cosmos_personal_workflows_container, user_id, workflow, diff --git a/application/single_app/functions_workflow_plan_replay.py b/application/single_app/functions_workflow_plan_replay.py index f40735131..3a238dafd 100644 --- a/application/single_app/functions_workflow_plan_replay.py +++ b/application/single_app/functions_workflow_plan_replay.py @@ -15,8 +15,17 @@ import hashlib import json +import logging +import re +import threading +import time +import uuid from copy import deepcopy +from datetime import datetime, timezone +from azure.cosmos import exceptions +from functions_appinsights import log_event +from functions_orchestration_context import ConversationContextError from functions_orchestration_registry import ( DEPENDENCY_PLAN_CONTRACT_VERSION, VISUAL_IMAGE_PROPOSAL, @@ -88,8 +97,14 @@ 'plan_replay_read_only': 'A saved plan can\'t be edited. Create it again from chat.', 'workflow_replay_managed': 'This workflow repeats a saved chat plan; only its name, schedule and alerts can change.', 'model_unavailable': 'The model this plan used is no longer available. Create it again from chat.', + 'quota_exceeded': 'You already have the most saved chat-plan workflows allowed. Delete one before adding another.', + 'workflow_conflict': 'This workflow is being changed or deleted. Reload and try again.', } +PLAN_REPLAY_MAX_SECONDS = 900 +PLAN_REPLAY_POLL_SECONDS = 5 +PLAN_REPLAY_STOP_GRACE_SECONDS = 30 + class PlanReplayRefused(WorkflowInputError): """Raised at run time. ``public_message`` is fixed text, never model output.""" @@ -397,3 +412,668 @@ def authorize_replay_sources(user_id, frozen_plan, frozen_seeds, settings): } if set(document_ids) - authorized: _refuse('source_unavailable') + + +def _utc_now(): + return datetime.now(timezone.utc) + + +def _iso(value): + source = value or _utc_now() + if isinstance(source, str): + return source + if source.tzinfo is None: + source = source.replace(tzinfo=timezone.utc) + return source.isoformat() + + +def _enabled_plan_steps(plan): + return [ + step for step in (plan or {}).get('steps') or [] + if isinstance(step, dict) and step.get('enabled', True) + ] + + +def _contains_key(value, names): + if isinstance(value, dict): + for key, item in value.items(): + if key in names: + return True + if _contains_key(item, names): + return True + elif isinstance(value, list): + return any(_contains_key(item, names) for item in value) + return False + + +def _contains_elicitation_marker(value): + if isinstance(value, dict): + for key, item in value.items(): + if str(key).startswith('elicitation'): + return True + if _contains_elicitation_marker(item): + return True + elif isinstance(value, list): + return any(_contains_elicitation_marker(item) for item in value) + return False + + +def _strip_run_time_line(message, fallback=''): + text = str(message or '').strip() + if not text: + return str(fallback or '').strip() + lines = text.splitlines() + while lines and re.fullmatch(r'Current date and time: .+ \([^)]+\)', lines[-1].strip()): + lines.pop() + while lines and not lines[-1].strip(): + lines.pop() + return '\n'.join(lines).strip() or str(fallback or '').strip() + + +def freeze_source_run(record, conversation, user_id, settings): + """Return the frozen replay payload and any per-step refusal details.""" + record = record if isinstance(record, dict) else {} + conversation = conversation if isinstance(conversation, dict) else {} + if record.get('user_id') != user_id: + raise PlanReplaySaveError('creator_mismatch') + # Imported here to keep storage-free save preflight importable without memory bootstrap. + from functions_orchestration_memory import conversation_is_private + + if conversation.get('user_id') != user_id or not conversation_is_private(conversation, user_id): + raise PlanReplaySaveError('shared_conversation_not_allowed') + approval = record.get('approval') if isinstance(record.get('approval'), dict) else {} + failures = record.get('failures') + if ( + record.get('status') != 'completed' + or record.get('outcome') not in (None, 'completed') + or approval.get('state') != 'approved' + or record.get('failure') + or (isinstance(failures, list) and failures) + or record.get('workflow_replay') + or not isinstance(record.get('plan'), dict) + ): + raise PlanReplaySaveError('source_run_not_eligible') + seeds = record.get('seeds') if isinstance(record.get('seeds'), dict) else {} + if ( + record.get('answered_questions') + or seeds.get('elicitation_references') + or _contains_elicitation_marker(record.get('plan')) + ): + raise PlanReplaySaveError('elicitation_not_replayable') + context = record.get('conversation_context') if isinstance(record.get('conversation_context'), dict) else {} + if record.get('result_aliases') or record.get('plan', {}).get('result_aliases') or _contains_key( + context, {'analysis_result_contexts'}, + ): + raise PlanReplaySaveError('conversation_context_not_replayable') + request = _strip_run_time_line(record.get('resolved_message'), record.get('user_message')) + if not request: + raise PlanReplaySaveError('source_run_not_eligible') + frozen_seeds = build_frozen_seeds(seeds) + frozen_plan = normalize_plan_contract(record['plan']) + refusals = classify_plan_steps(frozen_plan) + if not refusals: + try: + authorize_replay_capabilities(user_id, frozen_plan, settings) + except PlanReplayRefused as exc: + refusals.extend(exc.refusals or [{ + 'code': exc.code, 'step_number': 0, 'step_id': exc.step_id or '', + 'capability_id': '', 'message': exc.public_message, + }]) + return { + 'request': request, + 'frozen_plan': frozen_plan, + 'frozen_seeds': frozen_seeds, + 'plan_sha256': plan_replay_sha256(request, frozen_plan, frozen_seeds), + 'refusals': refusals, + 'source_run_id': record['id'], + 'source_conversation_id': record['conversation_id'], + 'time_zone': record.get('time_zone') or '', + } + + +def build_plan_replay_preview(freeze, settings): + freeze = freeze if isinstance(freeze, dict) else {} + steps = [] + for number, step in enumerate(_enabled_plan_steps(freeze.get('frozen_plan')), start=1): + capability_id = step.get('capability_id') or '' + steps.append({ + 'number': number, + 'step_id': str(step.get('step_id') or ''), + 'title': str(step.get('title') or '').strip(), + 'capability_id': capability_id, + 'capability_label': capability_label(capability_id), + 'enabled': True, + }) + from functions_workflow_limits import get_orchestration_workflow_min_interval_seconds + + return { + 'eligible': not bool(freeze.get('refusals')), + 'request': freeze.get('request') or '', + 'steps': steps, + 'refusals': list(freeze.get('refusals') or []), + 'plan_sha256': freeze.get('plan_sha256') or '', + 'time_handling': PLAN_REPLAY_TIME_HANDLING, + 'time_zone': freeze.get('time_zone') or '', + 'min_interval_seconds': get_orchestration_workflow_min_interval_seconds(settings), + 'allowlist_version': PLAN_REPLAY_ALLOWLIST_VERSION, + 'max_steps': PLAN_REPLAY_MAX_STEPS, + } + + +def attach_plan_replay(task, plan_replay): + return { + **(task if isinstance(task, dict) else {}), + 'type': PLAN_REPLAY_TASK_TYPE, + 'name': PLAN_REPLAY_TASK_NAME, + 'plan_replay': deepcopy(plan_replay), + } + + +def stored_plan_replay_task(workflow): + for task in (workflow or {}).get('tasks') or []: + if isinstance(task, dict) and task.get('type') == PLAN_REPLAY_TASK_TYPE and isinstance(task.get('plan_replay'), dict): + return task + return None + + +def build_plan_replay_payload(freeze, user_id, now): + freeze = freeze if isinstance(freeze, dict) else {} + timestamp = _iso(now) + return { + 'version': PLAN_REPLAY_TASK_VERSION, + 'allowlist_version': PLAN_REPLAY_ALLOWLIST_VERSION, + 'request': freeze.get('request') or '', + 'frozen_plan': deepcopy(freeze.get('frozen_plan')), + 'frozen_seeds': deepcopy(freeze.get('frozen_seeds') or {}), + 'plan_sha256': freeze.get('plan_sha256') or '', + 'approval': {'approved_by': user_id, 'approved_at': timestamp, 'plan_sha256': freeze.get('plan_sha256') or ''}, + 'provenance': { + 'source_run_id': freeze.get('source_run_id') or '', + 'source_conversation_id': freeze.get('source_conversation_id') or '', + 'created_by': user_id, + 'frozen_at': timestamp, + 'time_handling': PLAN_REPLAY_TIME_HANDLING, + 'time_zone': freeze.get('time_zone') or '', + }, + } + + +def _read_source_run(run_id, user_id, conversation_id): + from functions_orchestration_plan_revisions import read_revision_run + + return read_revision_run(run_id, user_id, conversation_id) + + +def _read_conversation(conversation_id): + from config import cosmos_conversations_container + + return cosmos_conversations_container.read_item(item=conversation_id, partition_key=conversation_id) + + +def _workflow_name_from_request(request): + text = re.sub(r'\s+', ' ', str(request or '')).strip() + return f'Repeat: {text[:80]}' if text else 'Repeat saved plan' + + +def _workflow_payload_from_body(body, request): + body = body if isinstance(body, dict) else {} + trigger = body.get('trigger') if isinstance(body.get('trigger'), dict) else {} + schedule = body.get('schedule') if isinstance(body.get('schedule'), dict) else trigger.get('schedule') + trigger_type = str(body.get('trigger_type') or trigger.get('type') or ('interval' if schedule else 'manual')).strip().lower() + if trigger_type == 'scheduled': + trigger_type = 'interval' + name = str(body.get('name') or '').strip() or _workflow_name_from_request(request) + return { + 'name': name[:120], + 'description': str(body.get('description') or '').strip(), + 'task_prompt': request, + 'definition_version': 2, + 'runner_type': 'model', + 'durable_execution': False, + 'trigger_type': trigger_type, + 'is_enabled': body.get('enabled') is True or body.get('is_enabled') is True, + 'schedule': schedule or {}, + 'tasks': [{ + 'type': 'instructions', + 'name': PLAN_REPLAY_TASK_NAME, + 'instructions': request, + 'runner': {'type': 'inherit'}, + }], + } + + +def create_plan_replay_workflow(user_id, run_id, body, settings, *, read_run=None, read_conversation=None, now=None): + body = body if isinstance(body, dict) else {} + authorize_plan_replay_settings(settings) + conversation_id = str(body.get('conversation_id') or '').strip() + if not conversation_id: + raise PlanReplaySaveError('source_run_not_eligible') + run_reader = read_run or _read_source_run + conversation_reader = read_conversation or _read_conversation + try: + record = run_reader(run_id, user_id, conversation_id) + conversation = conversation_reader(conversation_id) + except exceptions.CosmosResourceNotFoundError as exc: + raise PlanReplaySaveError('source_run_not_eligible') from exc + freeze = freeze_source_run(record, conversation, user_id, settings) + if freeze.get('refusals'): + raise PlanReplaySaveError(freeze['refusals'][0]['code'], refusals=freeze['refusals']) + if str(body.get('plan_sha256') or '').strip() != freeze['plan_sha256']: + raise PlanReplaySaveError('plan_hash_mismatch') + from functions_workflow_drafts import check_orchestration_workflow_quota, orchestration_workflow_id + from functions_workflow_definitions import WorkflowDefinitionConflict, normalize_workflow_origin, workflow_definition_for_editor + from functions_personal_workflows import create_personal_workflow_if_absent + + quota_error = check_orchestration_workflow_quota(user_id, settings) + if quota_error: + raise PlanReplaySaveError('quota_exceeded') + timestamp = _iso(now) + proposal_id = f"replay-{run_id}-{freeze['plan_sha256'][:12]}" + workflow_id = orchestration_workflow_id(user_id, proposal_id) + origin = normalize_workflow_origin({ + 'source': 'orchestration', + 'conversation_id': freeze['source_conversation_id'], + 'orchestration_run_id': run_id, + 'proposal_id': proposal_id, + 'created_at': timestamp, + 'edited': False, + }) + try: + workflow, created = create_personal_workflow_if_absent( + user_id, + _workflow_payload_from_body(body, freeze['request']), + workflow_id=workflow_id, + origin=origin, + actor_user_id=user_id, + settings=settings, + plan_replay_task=build_plan_replay_payload(freeze, user_id, timestamp), + ) + except WorkflowDefinitionConflict as exc: + raise PlanReplaySaveError('workflow_conflict') from exc + return {'ok': True, 'workflow': workflow_definition_for_editor(workflow), 'created': bool(created)} + + +_PLAN_REPLAY_EDITABLE_KEYS = frozenset({ + 'id', 'definition_revision', 'name', 'description', 'trigger_type', 'schedule', 'is_enabled', + 'alert_priority', 'alert_mode', 'alert_rules', 'alert_evaluation', +}) + + +def _canonical(value): + return json.dumps(value, sort_keys=True, separators=(',', ':'), ensure_ascii=True, default=str) + + +def _same_json(left, right): + return _canonical(left) == _canonical(right) + + +def normalize_plan_replay_update(existing_workflow, payload): + """Keep only editable replay-workflow fields and preserve the frozen plan.""" + existing = existing_workflow if isinstance(existing_workflow, dict) else {} + payload = payload if isinstance(payload, dict) else {} + stored = stored_plan_replay_task(existing) + if not stored: + return payload + if 'plan_replay' in payload and not _same_json(payload.get('plan_replay'), stored.get('plan_replay')): + raise PlanReplaySaveError('plan_replay_read_only') + incoming_tasks = payload.get('tasks') + if incoming_tasks is not None: + if not isinstance(incoming_tasks, list) or len(incoming_tasks) != 1: + raise PlanReplaySaveError('plan_replay_read_only') + incoming = incoming_tasks[0] if isinstance(incoming_tasks[0], dict) else {} + incoming_replay = incoming.get('plan_replay', stored.get('plan_replay')) + if ( + incoming.get('type', PLAN_REPLAY_TASK_TYPE) != PLAN_REPLAY_TASK_TYPE + or not _same_json(incoming_replay, stored.get('plan_replay')) + ): + raise PlanReplaySaveError('plan_replay_read_only') + sanitized = {key: deepcopy(existing.get(key)) for key in ( + 'task_prompt', 'runner_type', 'definition_version', 'durable_execution', + 'document_action', 'analyze', 'file_sync', 'chat_capabilities_enabled', + 'url_access_enabled', 'model_endpoint_id', 'model_id', 'model_provider', + 'reference_inputs', 'error_handling', + ) if key in existing} + for key in _PLAN_REPLAY_EDITABLE_KEYS: + if key in payload: + sanitized[key] = deepcopy(payload[key]) + elif key in existing: + sanitized[key] = deepcopy(existing[key]) + sanitized['tasks'] = [{ + 'id': stored.get('id'), + 'type': 'instructions', + 'name': stored.get('name') or PLAN_REPLAY_TASK_NAME, + 'instructions': stored.get('instructions') or (stored.get('plan_replay') or {}).get('request') or '', + 'runner': deepcopy(stored.get('runner') or {'type': 'inherit'}), + }] + return sanitized + + +def build_executable_replay_plan(frozen_plan, *, run_id, plan_id, turn_id, conversation_id, user_id, approved_at): + plan = deepcopy(frozen_plan if isinstance(frozen_plan, dict) else {}) + plan.update({ + 'run_id': run_id, + 'plan_id': plan_id, + 'turn_id': turn_id, + 'conversation_id': conversation_id, + 'user_id': user_id, + 'status': 'approved', + 'approval': { + 'mode': 'manual', 'state': 'approved', 'approved_at': approved_at, + 'approved_by': user_id, 'edited': False, + }, + }) + for step in plan.get('steps') or []: + if isinstance(step, dict): + step['status'] = 'pending' + return plan + + +def _deterministic_id(prefix, workflow_run_id, task_id, attempt, kind): + return f'{prefix}_{uuid.uuid5(uuid.NAMESPACE_URL, f"workflow-replay:{kind}:{workflow_run_id}:{task_id}:{attempt}").hex}' + + +def _authorize_private_conversation(conversation_id, user_id, *, read_conversation=None): + reader = read_conversation or _read_conversation + try: + conversation = reader(conversation_id) + except exceptions.CosmosResourceNotFoundError: + raise ConversationContextError('That conversation could not be opened.') from None + # Imported at the authorization boundary to avoid importing memory services during module import. + from functions_orchestration_memory import conversation_is_private + + if ( + conversation.get('user_id') != user_id + or conversation.get('orchestration_deleted') + or not conversation_is_private(conversation, user_id) + ): + raise ConversationContextError('That conversation could not be opened.') + return conversation + + +def _verify_workflow_conversation(workflow, conversation_id, user_id, source_conversation_id, *, read_conversation=None): + if conversation_id == source_conversation_id: + raise PlanReplayRefused('conversation_context_not_replayable') + conversation = _authorize_private_conversation(conversation_id, user_id, read_conversation=read_conversation) + if ( + str(conversation.get('chat_type') or '').strip().lower() != 'workflow' + or str(conversation.get('workflow_id') or '').strip() != str(workflow.get('id') or '').strip() + or str(conversation.get('group_id') or '').strip() + ): + raise ConversationContextError('That conversation could not be opened.') + return conversation + + +def _read_message(message_id, conversation_id): + from config import cosmos_messages_container + + return cosmos_messages_container.read_item(item=message_id, partition_key=conversation_id) + + +def _message_container(): + from config import cosmos_messages_container + + return cosmos_messages_container + + +def _default_workflow_run(user_id, run_id): + from functions_personal_workflows import get_personal_workflow_run + + return get_personal_workflow_run(user_id, run_id) + + +def _safe_error_code(error): + code = getattr(error, 'code', '') or '' + if code == 'model_routing_changed': + return 'model_unavailable' + if code in {'context_unavailable', 'analysis_result_unavailable', 'result_unavailable', 'workflow_result_changed'}: + return 'source_unavailable' + return 'replay_execution_failed' + + +def execute_plan_replay_task( + workflow, task, settings, *, conversation_id, run_id, actor_user_id, attempt=0, + user_message_id=None, now=None, clock=None, max_seconds=PLAN_REPLAY_MAX_SECONDS, + poll_seconds=PLAN_REPLAY_POLL_SECONDS, read_conversation=None, read_message=None, + read_workflow_run=None, create_run=None, claim_run=None, prepare_execution=None, + get_run=None, request_cancel=None, fence=None, message_container=None, +): + workflow = workflow if isinstance(workflow, dict) else {} + task = task if isinstance(task, dict) else {} + ctx = authorize_plan_replay_run(workflow, task, settings) + if str(actor_user_id or '') != str(workflow.get('user_id') or ''): + raise PlanReplayRefused('creator_mismatch') + user_id = ctx['user_id'] + replay = task['plan_replay'] + provenance = replay.get('provenance') if isinstance(replay.get('provenance'), dict) else {} + authorize_replay_capabilities(user_id, ctx['frozen_plan'], settings) + authorize_replay_sources(user_id, ctx['frozen_plan'], ctx['frozen_seeds'], settings) + _verify_workflow_conversation( + workflow, conversation_id, user_id, provenance.get('source_conversation_id') or '', + read_conversation=read_conversation, + ) + if not user_message_id: + workflow_run = (read_workflow_run or _default_workflow_run)(user_id, run_id) or {} + user_message_id = workflow_run.get('user_message_id') + if not user_message_id: + raise PlanReplayRefused('replay_execution_failed') + user_message = (read_message or _read_message)(user_message_id, conversation_id) + if user_message.get('conversation_id') != conversation_id or user_message.get('role') != 'user': + raise PlanReplayRefused('replay_execution_failed') + from functions_orchestration_context import build_conversation_snapshot, normalize_history_message + from functions_orchestration_workflow_context import request_local_time_line + + normalized_message = normalize_history_message(user_message) + if not normalized_message or not normalized_message.get('fingerprint'): + raise PlanReplayRefused('replay_execution_failed') + schedule = workflow.get('schedule') if isinstance(workflow.get('schedule'), dict) else {} + tz = schedule.get('timezone') or provenance.get('time_zone') or 'UTC' + started_at = now or _utc_now() + time_line = request_local_time_line(tz, started_at) + request = replay['request'] + resolved_message = f'{request}\n\n{time_line}' if time_line else request + task_id = task.get('id') or PLAN_REPLAY_TASK_NAME + orch_run_id = _deterministic_id('run', run_id, task_id, attempt, 'run') + plan_id = _deterministic_id('plan', run_id, task_id, attempt, 'plan') + turn_id = _deterministic_id('turn', run_id, task_id, attempt, 'turn') + approved_at = (replay.get('approval') or {}).get('approved_at') or _iso(started_at) + executable_plan = build_executable_replay_plan( + ctx['frozen_plan'], run_id=orch_run_id, plan_id=plan_id, turn_id=turn_id, + conversation_id=conversation_id, user_id=user_id, approved_at=approved_at, + ) + snapshot = build_conversation_snapshot([], None, turn_id=turn_id) + from functions_orchestration_runs import create_orchestration_run, get_orchestration_run + from functions_orchestration_plan_revisions import claim_plan_run + from functions_orchestration_recovery import ExecutionLease, fence_publication, request_cancellation + from functions_orchestration_services import composition_profiles + + creator = create_run or create_orchestration_run + claimer = claim_run or claim_plan_run + get_record = get_run or get_orchestration_run + msg_container = message_container or _message_container() + record = creator( + executable_plan, + user_id, + conversation_id, + idempotent=True, + turn_context={ + 'user_message': request, + 'user_message_id': user_message_id, + 'user_message_fingerprint': normalized_message['fingerprint'], + 'turn_id': turn_id, + 'seeds': ctx['frozen_seeds'], + 'resolved_message': resolved_message, + 'conversation_context': snapshot, + 'time_zone': tz, + }, + initial_updates={'workflow_replay': { + 'workflow_id': workflow.get('id'), + 'workflow_run_id': run_id, + 'task_id': task_id, + 'plan_sha256': ctx['plan_sha256'], + 'attempt': attempt, + }}, + ) + + def authorize(): + _verify_workflow_conversation( + workflow, conversation_id, user_id, provenance.get('source_conversation_id') or '', + read_conversation=read_conversation, + ) + + claimed = claimer( + orch_run_id, user_id, conversation_id, plan_id=plan_id, conversation_context=snapshot, + composition_profiles=composition_profiles(), settings=settings, + ) + lease = ExecutionLease(claimed, authorize, message_container=msg_container) + from functions_orchestration_execution import HarnessExecutionError, prepare_harness_execution + from functions_workflow_execution import assert_workflow_execution_owned + + execution_error = {} + + def worker(): + try: + execution = (prepare_execution or prepare_harness_execution)( + claimed, + settings=settings, + identity_context={'user_roles': [], 'user_enable_agents': False}, + execution_identity=None, + lease=lease, + ) + execution.execute(emit=None) + except BaseException as exc: + execution_error['error'] = exc + + thread = threading.Thread(target=worker, name=f'plan-replay-{orch_run_id}', daemon=True) + thread.start() + time_source = clock or time.monotonic + deadline = time_source() + max_seconds + + def cancel_and_fence(): + latest = None + try: + latest = (request_cancel or request_cancellation)( + orch_run_id, user_id, conversation_id, authorize, + ) + finally: + try: + (fence or fence_publication)(latest or record, msg_container) + except Exception as exc: + log_event( + '[WORKFLOW_PLAN_REPLAY] Publication fence failed during cancellation.', + extra={'run_id': orch_run_id, 'error_type': type(exc).__name__}, + level=logging.ERROR, + ) + + while thread.is_alive(): + thread.join(timeout=max(0.1, float(poll_seconds))) + if not thread.is_alive(): + break + try: + assert_workflow_execution_owned() + except BaseException: + cancel_and_fence() + thread.join(timeout=PLAN_REPLAY_STOP_GRACE_SECONDS) + raise + if time_source() >= deadline: + cancel_and_fence() + thread.join(timeout=PLAN_REPLAY_STOP_GRACE_SECONDS) + raise PlanReplayRefused('replay_budget_exceeded') + if execution_error: + error = execution_error['error'] + code = _safe_error_code(error) if isinstance(error, HarnessExecutionError) else 'replay_execution_failed' + log_event( + '[WORKFLOW_PLAN_REPLAY] Replay execution failed.', + extra={ + 'workflow_id': workflow.get('id'), 'workflow_run_id': run_id, + 'orchestration_run_id': orch_run_id, 'error_code': getattr(error, 'code', ''), + 'error_type': type(error).__name__, + }, + level=logging.ERROR, + ) + raise PlanReplayRefused(code) from error + final_record = get_record(orch_run_id, user_id, conversation_id, strict=True) + if not final_record or final_record.get('status') != 'completed': + log_event( + '[WORKFLOW_PLAN_REPLAY] Replay finished without completed status.', + extra={ + 'workflow_id': workflow.get('id'), 'workflow_run_id': run_id, + 'orchestration_run_id': orch_run_id, + 'status': (final_record or {}).get('status'), + 'outcome': (final_record or {}).get('outcome'), + }, + level=logging.ERROR, + ) + raise PlanReplayRefused('replay_execution_failed') + from functions_orchestration_checkpoints import orchestration_answer_message_id + + answer_message = None + try: + answer_message = (read_message or _read_message)(orchestration_answer_message_id(orch_run_id), conversation_id) + except exceptions.CosmosResourceNotFoundError: + answer_message = None + value = build_plan_replay_result(final_record, answer_message) + return { + 'reply': value['final_response']['text'], + 'authoritative_result': {'kind': 'json', 'value': value}, + 'plan_replay': value, + } + + +def build_plan_replay_result(record, answer_message=None): + record = record if isinstance(record, dict) else {} + plan = record.get('plan') if isinstance(record.get('plan'), dict) else {} + replay = record.get('workflow_replay') if isinstance(record.get('workflow_replay'), dict) else {} + execution_steps = { + item.get('step_id'): item.get('status') + for item in record.get('execution_steps') or [] + if isinstance(item, dict) and item.get('step_id') + } + task_step_status = {} + for result in record.get('task_results') or []: + if not isinstance(result, dict): + continue + producer = result.get('producer') if isinstance(result.get('producer'), dict) else {} + step_id = result.get('step_id') or producer.get('step_id') + if step_id and step_id not in task_step_status: + task_step_status[step_id] = result.get('status') or 'completed' + steps = [] + for step in _enabled_plan_steps(plan): + step_id = step.get('step_id') or '' + capability_id = step.get('capability_id') or '' + steps.append({ + 'step_id': step_id, + 'capability_id': capability_id, + 'label': capability_label(capability_id), + 'status': execution_steps.get(step_id) or task_step_status.get(step_id) or 'not_run', + }) + artifacts = [] + metadata = (answer_message or {}).get('metadata') if isinstance(answer_message, dict) else {} + orchestration = metadata.get('orchestration') if isinstance(metadata, dict) else {} + for image in orchestration.get('generated_images') or []: + if isinstance(image, dict) and image.get('visual_id'): + artifacts.append({ + 'id': image.get('visual_id'), + 'kind': 'image', + 'message_id': image.get('message_id') or '', + }) + for artifact in record.get('artifacts') or []: + if not isinstance(artifact, dict): + continue + artifact_id = ( + artifact.get('id') or artifact.get('artifact_id') or artifact.get('result_id') + or artifact.get('file_id') or artifact.get('blob_name') + ) + if artifact_id: + artifacts.append({'id': artifact_id, 'kind': artifact.get('kind') or artifact.get('type') or 'file'}) + message_id = (answer_message or {}).get('id') if isinstance(answer_message, dict) else '' + return { + 'contract': PLAN_REPLAY_RESULT_CONTRACT, + 'orchestration_run_id': record.get('id') or '', + 'conversation_id': record.get('conversation_id') or '', + 'plan_sha256': replay.get('plan_sha256') or '', + 'status': record.get('status') or '', + 'outcome': record.get('outcome') or '', + 'steps': steps, + 'final_response': {'message_id': message_id or '', 'text': record.get('message') or ''}, + 'artifacts': artifacts, + } From 37d2fea5516c4c85898ab99aef1879e61704f1aa Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 11:16:16 -0400 Subject: [PATCH 06/41] Re-read the stored workflow before each plan replay run Calls _authorize_execution on the current workflow, refuses a deleted workflow or changed plan, drops the duplicate capability and source checks, and reads task_results as a dict. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- .../functions_workflow_plan_replay.py | 36 ++++++++++++++++--- 1 file changed, 32 insertions(+), 4 deletions(-) diff --git a/application/single_app/functions_workflow_plan_replay.py b/application/single_app/functions_workflow_plan_replay.py index 3a238dafd..385ef0270 100644 --- a/application/single_app/functions_workflow_plan_replay.py +++ b/application/single_app/functions_workflow_plan_replay.py @@ -99,6 +99,7 @@ 'model_unavailable': 'The model this plan used is no longer available. Create it again from chat.', 'quota_exceeded': 'You already have the most saved chat-plan workflows allowed. Delete one before adding another.', 'workflow_conflict': 'This workflow is being changed or deleted. Reload and try again.', + 'workflow_unavailable': 'This workflow was deleted or is being deleted, so the saved plan didn\'t run.', } PLAN_REPLAY_MAX_SECONDS = 900 @@ -821,6 +822,33 @@ def _default_workflow_run(user_id, run_id): return get_personal_workflow_run(user_id, run_id) +def _load_current_workflow(user_id, workflow_id): + from functions_personal_workflows import get_personal_workflow + + return get_personal_workflow(user_id, workflow_id) + + +def _authorize_current_workflow(workflow, actor_user_id, plan_sha256, settings, *, load_workflow=None): + """Re-read the stored workflow so a delete or a changed plan stops the run before step 1.""" + current = (load_workflow or _load_current_workflow)(workflow.get('user_id'), workflow.get('id')) + if not isinstance(current, dict) or current.get('deleting'): + raise PlanReplayRefused('workflow_unavailable') + # Imported at run admission; the runtime module imports the runner lazily, never this module. + from functions_workflow_runtime import _authorize_execution + from functions_workflow_runtime_store import WorkflowRuntimeConflict + + try: + _authorize_execution(current, actor_user_id, settings) + except WorkflowRuntimeConflict: + raise PlanReplayRefused('workflow_unavailable') from None + except PermissionError: + raise PlanReplayRefused('creator_mismatch') from None + stored = stored_plan_replay_task(current) + if not stored or (stored.get('plan_replay') or {}).get('plan_sha256') != plan_sha256: + raise PlanReplayRefused('plan_hash_mismatch') + return current + + def _safe_error_code(error): code = getattr(error, 'code', '') or '' if code == 'model_routing_changed': @@ -835,7 +863,7 @@ def execute_plan_replay_task( user_message_id=None, now=None, clock=None, max_seconds=PLAN_REPLAY_MAX_SECONDS, poll_seconds=PLAN_REPLAY_POLL_SECONDS, read_conversation=None, read_message=None, read_workflow_run=None, create_run=None, claim_run=None, prepare_execution=None, - get_run=None, request_cancel=None, fence=None, message_container=None, + get_run=None, request_cancel=None, fence=None, message_container=None, load_workflow=None, ): workflow = workflow if isinstance(workflow, dict) else {} task = task if isinstance(task, dict) else {} @@ -843,10 +871,9 @@ def execute_plan_replay_task( if str(actor_user_id or '') != str(workflow.get('user_id') or ''): raise PlanReplayRefused('creator_mismatch') user_id = ctx['user_id'] + _authorize_current_workflow(workflow, actor_user_id, ctx['plan_sha256'], settings, load_workflow=load_workflow) replay = task['plan_replay'] provenance = replay.get('provenance') if isinstance(replay.get('provenance'), dict) else {} - authorize_replay_capabilities(user_id, ctx['frozen_plan'], settings) - authorize_replay_sources(user_id, ctx['frozen_plan'], ctx['frozen_seeds'], settings) _verify_workflow_conversation( workflow, conversation_id, user_id, provenance.get('source_conversation_id') or '', read_conversation=read_conversation, @@ -1029,7 +1056,8 @@ def build_plan_replay_result(record, answer_message=None): if isinstance(item, dict) and item.get('step_id') } task_step_status = {} - for result in record.get('task_results') or []: + task_results = record.get('task_results') + for result in (task_results.values() if isinstance(task_results, dict) else task_results or []): if not isinstance(result, dict): continue producer = result.get('producer') if isinstance(result.get('producer'), dict) else {} From a572f9b006f5d167c2a8820874d5497fb8e13d4b Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 11:20:02 -0400 Subject: [PATCH 07/41] Route plan replay tasks through the frozen-plan executor The workflow task loop sends plan_replay tasks to execute_plan_replay_task as the workflow's creator and never through an agent or model runner. Group workflow saves refuse replay tasks with group_not_supported. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- .../single_app/functions_group_workflows.py | 8 ++++++++ .../single_app/functions_workflow_runner.py | 16 ++++++++++++++++ 2 files changed, 24 insertions(+) diff --git a/application/single_app/functions_group_workflows.py b/application/single_app/functions_group_workflows.py index 7facc794c..a25829de2 100644 --- a/application/single_app/functions_group_workflows.py +++ b/application/single_app/functions_group_workflows.py @@ -483,6 +483,14 @@ def build_group_workflow_document(group_id, workflow_data, actor_user_id, user_i and ``origin`` belong to a server create path, never to a save payload. """ workflow_data = workflow_data if isinstance(workflow_data, dict) else {} + if workflow_data.get('plan_replay') is not None or any( + isinstance(task, dict) and task.get('type') == 'plan_replay' + for task in (workflow_data.get('tasks') if isinstance(workflow_data.get('tasks'), list) else []) + ): + # Plan replay is personal-only; importing here avoids a workflow-store import cycle. + from functions_workflow_plan_replay import PlanReplaySaveError + + raise PlanReplaySaveError('group_not_supported') settings_options = {'settings': settings} if settings is not None else {} settings = get_settings() if settings is None else settings now_iso = _utc_now_iso() diff --git a/application/single_app/functions_workflow_runner.py b/application/single_app/functions_workflow_runner.py index 1d8f355b7..73d8546e9 100644 --- a/application/single_app/functions_workflow_runner.py +++ b/application/single_app/functions_workflow_runner.py @@ -247,6 +247,7 @@ workflow_checkpoint_scope_guard, workflow_unit, ) +from functions_workflow_plan_replay import PLAN_REPLAY_TASK_TYPE, PlanReplayRefused, execute_plan_replay_task from functions_workflow_readiness import ( WorkflowOutputUnavailable, pending_workflow_output_references, @@ -11238,6 +11239,21 @@ def raise_if_cancelled(): runner_audit = {'requested_mode': 'publication', 'resolved_type': 'publication'} task_error = '' break + if task.get('type') == PLAN_REPLAY_TASK_TYPE: + # A frozen chat plan replays as the workflow's creator, never through a runner. + task_stage = 'execution' + task_result = workflow_unit( + task_unit_key, + lambda: execute_plan_replay_task( + workflow, task, settings, conversation_id=conversation_id, run_id=run_id, + actor_user_id=actor_id, attempt=attempt_index, + ), + inputs={'task': task}, + ) + attempt_workflow = {**workflow, 'consumed_inputs': []} + runner_audit = {'requested_mode': PLAN_REPLAY_TASK_TYPE, 'resolved_type': PLAN_REPLAY_TASK_TYPE} + task_error = '' + break # Built inside the attempt so an invalid task document action fails this # task through the normal retry and error strategy instead of the whole run. resolved_workflow, runner_audit = _resolve_workflow_task_runner( From cb5b7cad1472076fe680e4542bb1eb84ff0f850a Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 11:22:47 -0400 Subject: [PATCH 08/41] Keep the orchestration scheduler away from workflow plan replays The due-run query excludes runs marked workflow_replay and _process_run defers any that slip through, so only the owning workflow run drives, cancels and fences a replay. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- application/single_app/functions_orchestration_scheduler.py | 6 ++++++ 1 file changed, 6 insertions(+) diff --git a/application/single_app/functions_orchestration_scheduler.py b/application/single_app/functions_orchestration_scheduler.py index 7c94ff560..d5c171d98 100644 --- a/application/single_app/functions_orchestration_scheduler.py +++ b/application/single_app/functions_orchestration_scheduler.py @@ -70,6 +70,8 @@ def enumerate_due_runs(container, *, now=None, limit=64): "AND (NOT IS_DEFINED(c.checkpoints_deleted) OR c.checkpoints_deleted != true) " "AND (NOT IS_DEFINED(c.outputs_deleted) OR c.outputs_deleted != true) " "AND (NOT IS_DEFINED(c.superseded_by_run_id) OR IS_NULL(c.superseded_by_run_id)) " + # A saved-workflow plan replay is driven by its workflow run, never by this scheduler. + "AND (NOT IS_DEFINED(c.workflow_replay) OR IS_NULL(c.workflow_replay)) " "AND (NOT IS_DEFINED(c.latest_attempt_run_id) OR IS_NULL(c.latest_attempt_run_id) " 'OR c.latest_attempt_run_id = "") ' "AND (NOT IS_DEFINED(c.execution_lease) OR IS_NULL(c.execution_lease) " @@ -454,6 +456,10 @@ def _process_run(self, selector): lease = None try: record = self.read_run(selector) + if record.get("workflow_replay"): + # The owning workflow run drives, cancels and fences its plan replay. + self.result["runs"].append({**selector, "action": "deferred", "state": "workflow_replay"}) + return states = {row["step_id"]: row["status"] for row in record.get("execution_steps") or []} execution_work = any( step.get("enabled", True) and step["role"] != "render" From 7183f43fd49317ccc6171e0704cfbe2d8c49cd87 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 11:35:06 -0400 Subject: [PATCH 09/41] Add saved-plan preview and save routes; let the workflow run alone drive a replay - GET/POST /api/v2/orchestration/runs//plan-replay preview and save a completed, approved plan as a personal repeating workflow, behind the personal workflow gates. - Chat-side run, retry, edit, revisions and cancel refuse replay runs with workflow_replay_run_managed, so a session's roles can never drive a frozen replay. - A cancelled workflow run now stops and fences its replay. - Route policy tests cover the new routes. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- .../functions_workflow_plan_replay.py | 34 ++++- .../single_app/functions_workflow_runner.py | 1 + .../single_app/route_backend_orchestration.py | 137 +++++++++++++++++- .../test_route_blueprint_policy_inventory.py | 29 ++++ ...t_route_unauthenticated_policy_contract.py | 26 ++++ 5 files changed, 224 insertions(+), 3 deletions(-) diff --git a/application/single_app/functions_workflow_plan_replay.py b/application/single_app/functions_workflow_plan_replay.py index 385ef0270..7558f0abd 100644 --- a/application/single_app/functions_workflow_plan_replay.py +++ b/application/single_app/functions_workflow_plan_replay.py @@ -96,10 +96,29 @@ 'replay_execution_failed': 'The repeated plan could not finish. Open the run for details.', 'plan_replay_read_only': 'A saved plan can\'t be edited. Create it again from chat.', 'workflow_replay_managed': 'This workflow repeats a saved chat plan; only its name, schedule and alerts can change.', + 'workflow_replay_run_managed': 'This plan runs as part of a saved workflow. Open the workflow to run or cancel it.', 'model_unavailable': 'The model this plan used is no longer available. Create it again from chat.', 'quota_exceeded': 'You already have the most saved chat-plan workflows allowed. Delete one before adding another.', 'workflow_conflict': 'This workflow is being changed or deleted. Reload and try again.', 'workflow_unavailable': 'This workflow was deleted or is being deleted, so the saved plan didn\'t run.', + 'run_not_found': 'That plan could not be found.', + 'invalid_request': 'The request was not valid. Reload the plan and try again.', + 'service_unavailable': 'The plan could not be saved as a workflow right now. Try again.', +} + +# HTTP status for each code when a request to preview or save a replay is refused. +PLAN_REPLAY_ERROR_STATUS = { + 'replay_disabled': 403, + 'orchestration_disabled': 403, + 'personal_workflows_disabled': 403, + 'creator_mismatch': 403, + 'shared_conversation_not_allowed': 403, + 'run_not_found': 404, + 'source_run_not_eligible': 409, + 'plan_hash_mismatch': 409, + 'workflow_conflict': 409, + 'quota_exceeded': 429, + 'service_unavailable': 503, } PLAN_REPLAY_MAX_SECONDS = 900 @@ -130,6 +149,14 @@ def __init__(self, code, message=None, *, refusals=None): self.refusals = list(refusals or []) +def plan_replay_error_response(code, message=None, refusals=None): + """Return ``(payload, status)`` for a refused preview or save. Every text is fixed server text.""" + payload = {'error': message or REFUSAL_MESSAGES.get(code) or REFUSAL_MESSAGES['service_unavailable'], 'code': code} + if refusals: + payload['refusals'] = [dict(item) for item in refusals if isinstance(item, dict)] + return payload, PLAN_REPLAY_ERROR_STATUS.get(code, 422) + + def capability_label(capability_id): """The registry's label; never the model-written step title.""" capability = get_capability(capability_id) if isinstance(capability_id, str) else None @@ -658,7 +685,8 @@ def create_plan_replay_workflow(user_id, run_id, body, settings, *, read_run=Non raise PlanReplaySaveError('source_run_not_eligible') from exc freeze = freeze_source_run(record, conversation, user_id, settings) if freeze.get('refusals'): - raise PlanReplaySaveError(freeze['refusals'][0]['code'], refusals=freeze['refusals']) + first = freeze['refusals'][0] + raise PlanReplaySaveError(first['code'], first.get('message') or None, refusals=freeze['refusals']) if str(body.get('plan_sha256') or '').strip() != freeze['plan_sha256']: raise PlanReplaySaveError('plan_hash_mismatch') from functions_workflow_drafts import check_orchestration_workflow_quota, orchestration_workflow_id @@ -864,6 +892,7 @@ def execute_plan_replay_task( poll_seconds=PLAN_REPLAY_POLL_SECONDS, read_conversation=None, read_message=None, read_workflow_run=None, create_run=None, claim_run=None, prepare_execution=None, get_run=None, request_cancel=None, fence=None, message_container=None, load_workflow=None, + check_cancelled=None, ): workflow = workflow if isinstance(workflow, dict) else {} task = task if isinstance(task, dict) else {} @@ -996,7 +1025,8 @@ def cancel_and_fence(): if not thread.is_alive(): break try: - assert_workflow_execution_owned() + # The runner passes its cancel check, which also asserts a durable run's lease. + (check_cancelled or assert_workflow_execution_owned)() except BaseException: cancel_and_fence() thread.join(timeout=PLAN_REPLAY_STOP_GRACE_SECONDS) diff --git a/application/single_app/functions_workflow_runner.py b/application/single_app/functions_workflow_runner.py index 73d8546e9..5e040ff52 100644 --- a/application/single_app/functions_workflow_runner.py +++ b/application/single_app/functions_workflow_runner.py @@ -11247,6 +11247,7 @@ def raise_if_cancelled(): lambda: execute_plan_replay_task( workflow, task, settings, conversation_id=conversation_id, run_id=run_id, actor_user_id=actor_id, attempt=attempt_index, + check_cancelled=lambda: _raise_if_workflow_run_cancelled(workflow, run_id), ), inputs={'task': task}, ) diff --git a/application/single_app/route_backend_orchestration.py b/application/single_app/route_backend_orchestration.py index 300b95fe8..0985802dc 100644 --- a/application/single_app/route_backend_orchestration.py +++ b/application/single_app/route_backend_orchestration.py @@ -627,6 +627,36 @@ def _authorize_context_conversation(conversation_id, user_id): return conversation +WORKFLOW_REPLAY_RUN_MANAGED_CODE = 'workflow_replay_run_managed' + + +def _plan_replay(): + """The saved-plan replay module, imported on first use like the proposal decisions module.""" + import functions_workflow_plan_replay + + return functions_workflow_plan_replay + + +def _is_workflow_replay_run(record): + """A saved-workflow plan replay is started, retried and cancelled only by its workflow run.""" + return isinstance(record, dict) and bool(record.get('workflow_replay')) + + +def _workflow_replay_run_message(): + return _plan_replay().REFUSAL_MESSAGES[WORKFLOW_REPLAY_RUN_MANAGED_CODE] + + +def _workflow_replay_run_payload(): + return {'error': _workflow_replay_run_message(), 'code': WORKFLOW_REPLAY_RUN_MANAGED_CODE} + + +def _refuse_workflow_replay_revision(record): + if _is_workflow_replay_run(record): + raise PlanRevisionError( + _workflow_replay_run_message(), code=WORKFLOW_REPLAY_RUN_MANAGED_CODE, status_code=409, + ) + + def _load_conversation_snapshot( conversation_id, user_id, settings, *, turn_id=None, before_message_id=None ): @@ -2381,6 +2411,7 @@ def orchestration_begin_plan_edit(run_id): if set(data) - {'conversation_id', 'plan_id', 'edits', 'expected_version'}: raise PlanRevisionError('Invalid edit request fields.', code='invalid_request', status_code=400) record = read_revision_run(run_id, user_id, conversation_id) + _refuse_workflow_replay_revision(record) _conversation_context_for_run(record, user_id, settings) record = begin_plan_edit( run_id, user_id, conversation_id, plan_id=data.get('plan_id'), @@ -2409,6 +2440,7 @@ def orchestration_revise_plan(run_id): except SubmissionIdError as exc: raise PlanRevisionError(str(exc), code='invalid_request', status_code=400) from exc record = read_revision_run(run_id, user_id, conversation_id) + _refuse_workflow_replay_revision(record) snapshot = _conversation_context_for_run(record, user_id, settings) claim = claim_plan_revision(run_id, user_id, conversation_id, data) identity = _request_identity(user_id, seeded_agent=(record.get('seeds') or {}).get('agent')) @@ -2484,11 +2516,20 @@ def orchestration_retry(run_id): return jsonify({'error': 'User not authenticated'}), 401 data = request.get_json(silent=True) conversation_id = data.get('conversation_id') if isinstance(data, dict) else None + + def validate_retry(record): + if _is_workflow_replay_run(record): + raise RecoveryError( + _workflow_replay_run_message(), + code=WORKFLOW_REPLAY_RUN_MANAGED_CODE, status_code=409, + ) + return _validate_retry_context(record, user_id, settings, preparing=True) + try: child = prepare_retry( run_id, user_id, data, authorize=lambda: _authorize_context_conversation(conversation_id, user_id), - validate=lambda record: _validate_retry_context(record, user_id, settings, preparing=True), + validate=validate_retry, message_container=cosmos_messages_container, ) return jsonify({'run': _run_detail_row(child)}), 200 @@ -2542,6 +2583,9 @@ def orchestration_run(): # Ownership is enforced inside the store, so a run belonging to somebody else is # indistinguishable from one that does not exist. That is the intent. return jsonify({'error': 'Run not found.'}), 404 + if _is_workflow_replay_run(record): + # Never run a frozen replay with this session's roles; its workflow run drives it. + return jsonify(_workflow_replay_run_payload()), 409 plan = record.get('plan') or {} try: @@ -2710,6 +2754,8 @@ def orchestration_cancel(run_id): return jsonify({'error': 'Run not found.'}), 404 if is_legacy_plan(record.get('plan')): return _legacy_plan_response() + if _is_workflow_replay_run(record): + return jsonify(_workflow_replay_run_payload()), 409 try: conversation_id = conversation_id or record.get('conversation_id') @@ -3141,6 +3187,95 @@ def draft(handoffs, record, conversation, identity, settings): return _workflow_handoff_response(run_id, _text(request.args.get('conversation_id')), draft) + def _plan_replay_response(run_id, conversation_id, decide): + """Authorize a saved-plan request's settings, conversation and run, then answer it with ``decide``. + + A conversation or run the requester cannot open is indistinguishable from a missing one. + Every error text is fixed server text. Logs carry hashed ids and the error type only. + """ + user_id = get_current_user_id() + if not user_id: + return jsonify({'error': 'User not authenticated'}), 401 + replay = _plan_replay() + if not conversation_id: + body, code = replay.plan_replay_error_response('invalid_request') + return jsonify(body), code + settings = get_settings() + try: + replay.authorize_plan_replay_settings(settings) + conversation = _authorize_context_conversation(conversation_id, user_id) + record = get_orchestration_run(run_id, user_id, conversation_id=conversation_id, strict=True) + if not record or record.get('conversation_id') != conversation_id: + body, code = replay.plan_replay_error_response('run_not_found') + return jsonify(body), code + if is_legacy_plan(record.get('plan')): + return _legacy_plan_response() + status, payload = decide(replay, user_id, record, conversation, settings) + except ConversationContextError: + body, code = replay.plan_replay_error_response('run_not_found') + return jsonify(body), code + except (replay.PlanReplayRefused, replay.PlanReplaySaveError) as exc: + body, code = replay.plan_replay_error_response(exc.code, exc.public_message, exc.refusals) + return jsonify(body), code + except Exception as exc: + log_event( + '[ORCHESTRATION] A saved-plan workflow request could not be completed.', level=logging.ERROR, + extra={ + **workflow_log_context(run_id=run_id, conversation_id=conversation_id), + 'stage': 'workflow_plan_replay', 'error_type': type(exc).__name__, + }, + ) + body, code = replay.plan_replay_error_response('service_unavailable') + return jsonify(body), code + return jsonify(payload), status + + @bp.route("/api/v2/orchestration/runs//plan-replay", methods=["GET"]) + @swagger_route(security=get_auth_security()) + @login_required + @user_required + @enabled_required('allow_user_workflows') + @workflow_user_required + def orchestration_plan_replay_preview(run_id): + """Every step a completed plan would repeat as a saved workflow, with any refusals. Writes nothing.""" + def preview(replay, user_id, record, conversation, settings): + freeze = replay.freeze_source_run(record, conversation, user_id, settings) + return 200, replay.build_plan_replay_preview(freeze, settings) + + return _plan_replay_response(run_id, _text(request.args.get('conversation_id')), preview) + + @bp.route("/api/v2/orchestration/runs//plan-replay", methods=["POST"]) + @swagger_route(security=get_auth_security()) + @login_required + @user_required + @enabled_required('allow_user_workflows') + @workflow_user_required + def orchestration_create_plan_replay(run_id): + """Save a completed plan, frozen as previewed, as a personal workflow that repeats it. + + The workflow is created paused unless the requester turned it on in the dialog. + """ + body = _proposal_body() + + def create(replay, user_id, record, conversation, settings): + result = replay.create_plan_replay_workflow( + user_id, run_id, body, settings, + read_run=lambda *_args: record, + read_conversation=lambda _conversation_id: conversation, + ) + workflow = result.get('workflow') or {} + if result.get('created'): + log_workflow_creation( + user_id=user_id, + workflow_id=workflow.get('id', ''), + workflow_name=workflow.get('name', ''), + runner_type=workflow.get('runner_type'), + trigger_type=workflow.get('trigger_type'), + ) + return (201 if result.get('created') else 200), result + + conversation_id = _text(body.get('conversation_id')) if body is not None else '' + return _plan_replay_response(run_id, conversation_id, create) + @bp.route("/api/v2/orchestration/runs//workflow-runs", methods=["GET"]) @swagger_route(security=get_auth_security()) @login_required diff --git a/functional_tests/route_tests/test_route_blueprint_policy_inventory.py b/functional_tests/route_tests/test_route_blueprint_policy_inventory.py index d126dba5a..8c700325a 100644 --- a/functional_tests/route_tests/test_route_blueprint_policy_inventory.py +++ b/functional_tests/route_tests/test_route_blueprint_policy_inventory.py @@ -665,6 +665,34 @@ def test_workflow_handoff_routes_keep_the_personal_workflow_security_policy() -> raise AssertionError(f"{route.function_name} decorators changed: {route.decorator_names}.") +def test_plan_replay_routes_keep_the_personal_workflow_security_policy() -> None: + """Saving a chat plan as a repeating workflow stays requester-only, behind the personal workflow gates. + + Explicit raises keep this check under ``python -O``. + """ + path = "/api/v2/orchestration/runs//plan-replay" + expected_routes = { + "orchestration_plan_replay_preview": path, + "orchestration_create_plan_replay": path, + } + routes = [ + route for route in iter_route_functions() + if route.file_name == "route_backend_orchestration.py" and route.path.startswith(path) + ] + found = {route.function_name: route.path for route in routes} + if len(routes) != len(expected_routes) or found != expected_routes: + raise AssertionError(f"Unexpected plan replay routes: {sorted(found.items())}.") + expected = ( + "bp.route", "swagger_route", "login_required", "user_required", + "enabled_required", "workflow_user_required", + ) + for route in routes: + if route.route_target != "bp": + raise AssertionError(f"{route.function_name} is registered on {route.route_target}.") + if route.decorator_names != expected: + raise AssertionError(f"{route.function_name} decorators changed: {route.decorator_names}.") + + def test_content_screening_routes_keep_authenticated_blueprint_guards() -> None: """Evidence and decisions never become public, even while enrollment is off.""" routes = [ @@ -767,6 +795,7 @@ def test_review_center_routes_keep_their_reviewer_policy() -> None: test_workflow_run_link_route_keeps_the_orchestration_security_policy, test_workflow_run_status_route_keeps_the_personal_workflow_security_policy, test_workflow_handoff_routes_keep_the_personal_workflow_security_policy, + test_plan_replay_routes_keep_the_personal_workflow_security_policy, test_content_screening_routes_keep_authenticated_blueprint_guards, test_access_restricted_routes_are_login_only, test_review_center_routes_keep_their_reviewer_policy, diff --git a/functional_tests/route_tests/test_route_unauthenticated_policy_contract.py b/functional_tests/route_tests/test_route_unauthenticated_policy_contract.py index 32204299e..3ff828b6a 100644 --- a/functional_tests/route_tests/test_route_unauthenticated_policy_contract.py +++ b/functional_tests/route_tests/test_route_unauthenticated_policy_contract.py @@ -334,6 +334,31 @@ def test_workflow_handoff_routes_require_a_signed_in_user_session() -> None: raise AssertionError(f"{route.function_name} must not accept bearer tokens.") +def test_plan_replay_routes_require_a_signed_in_user_session() -> None: + """Previewing or saving a chat plan as a repeating workflow is never public or bearer-only. + + Explicit raises keep this check under ``python -O``. + """ + path = "/api/v2/orchestration/runs//plan-replay" + expected = { + "orchestration_plan_replay_preview": path, + "orchestration_create_plan_replay": path, + } + matches = [route for route in iter_route_functions() if route.path.startswith(path)] + found = {route.function_name: route.path for route in matches} + if len(matches) != len(expected) or found != expected: + raise AssertionError(f"Unexpected plan replay routes: {sorted(found.items())}.") + required = {"login_required", "user_required", "enabled_required", "workflow_user_required"} + for route in matches: + if expected_policy(route.path) != "session_user_401_or_redirect": + raise AssertionError(f"{route.function_name} policy changed: {expected_policy(route.path)}.") + if not required <= set(route.decorator_names): + missing = sorted(required - set(route.decorator_names)) + raise AssertionError(f"{route.function_name} is missing guards: {missing}.") + if "accesstoken_required" in route.decorator_names: + raise AssertionError(f"{route.function_name} must not accept bearer tokens.") + + def test_access_restricted_routes_require_a_session_but_not_an_unrestricted_account() -> None: """The Access restricted screen answers a signed-in user, never an anonymous one. @@ -400,6 +425,7 @@ def test_review_center_routes_are_never_public_or_bearer_only() -> None: test_workflow_result_context_requires_a_signed_in_user_session, test_workflow_run_status_requires_a_signed_in_user_session, test_workflow_handoff_routes_require_a_signed_in_user_session, + test_plan_replay_routes_require_a_signed_in_user_session, test_access_restricted_routes_require_a_session_but_not_an_unrestricted_account, test_review_center_routes_are_never_public_or_bearer_only, ] From 552e60ae113b04f9131f129e655478f36660bfcf Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 11:43:44 -0400 Subject: [PATCH 10/41] Plan replay: browser-safe frozen plan compare and cadence floor on edit A browser JSON round trip turns 1.0 into 1, so the save guard compares the frozen plan number-neutrally. A saved chat plan keeps the chat-workflow cadence floor whenever its schedule is saved, not only at creation. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- .../single_app/functions_personal_workflows.py | 3 ++- .../single_app/functions_workflow_plan_replay.py | 13 ++++++++++++- 2 files changed, 14 insertions(+), 2 deletions(-) diff --git a/application/single_app/functions_personal_workflows.py b/application/single_app/functions_personal_workflows.py index 2c039743d..7068b7a93 100644 --- a/application/single_app/functions_personal_workflows.py +++ b/application/single_app/functions_personal_workflows.py @@ -1103,7 +1103,8 @@ def build_personal_workflow_document(user_id, workflow_data, actor_user_id=None, workflow_data.get('schedule'), existing_workflow=existing_workflow, settings=settings, - **({'orchestration': True} if origin is not None else {}), + # A saved chat plan keeps the chat-workflow floor whenever its schedule is saved. + **({'orchestration': True} if origin is not None or existing_plan_replay_task is not None else {}), ) workflow = { diff --git a/application/single_app/functions_workflow_plan_replay.py b/application/single_app/functions_workflow_plan_replay.py index 7558f0abd..591eaab2a 100644 --- a/application/single_app/functions_workflow_plan_replay.py +++ b/application/single_app/functions_workflow_plan_replay.py @@ -732,8 +732,19 @@ def _canonical(value): return json.dumps(value, sort_keys=True, separators=(',', ':'), ensure_ascii=True, default=str) +def _browser_json(value): + # A browser reads 1.0 as 1, so a whole float and its integer are the same saved value. + if isinstance(value, float) and value.is_integer(): + return int(value) + if isinstance(value, dict): + return {key: _browser_json(item) for key, item in value.items()} + if isinstance(value, list): + return [_browser_json(item) for item in value] + return value + + def _same_json(left, right): - return _canonical(left) == _canonical(right) + return _canonical(_browser_json(left)) == _canonical(_browser_json(right)) def normalize_plan_replay_update(existing_workflow, payload): From 0720d877075ec7af74348414d0d37ad6502eef80 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 11:49:10 -0400 Subject: [PATCH 11/41] Map saved-plan workflow validation errors to their public message A schedule faster than the chat minimum, or another reviewed settings error, now returns its own message and code with 422 instead of the generic service-unavailable answer. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- .../single_app/route_backend_orchestration.py | 13 +++++++++++++ 1 file changed, 13 insertions(+) diff --git a/application/single_app/route_backend_orchestration.py b/application/single_app/route_backend_orchestration.py index 0985802dc..4b575e3bb 100644 --- a/application/single_app/route_backend_orchestration.py +++ b/application/single_app/route_backend_orchestration.py @@ -3217,6 +3217,19 @@ def _plan_replay_response(run_id, conversation_id, decide): except (replay.PlanReplayRefused, replay.PlanReplaySaveError) as exc: body, code = replay.plan_replay_error_response(exc.code, exc.public_message, exc.refusals) return jsonify(body), code + except replay.WorkflowPublicValidationError as exc: + # A reviewed, data-free settings error, such as a schedule faster than the chat minimum. + return jsonify({'error': exc.public_message, 'code': exc.code}), 422 + except ValueError as exc: + log_event( + '[ORCHESTRATION] A saved-plan workflow request was not valid.', level=logging.WARNING, + extra={ + **workflow_log_context(run_id=run_id, conversation_id=conversation_id), + 'stage': 'workflow_plan_replay', 'error_type': type(exc).__name__, + }, + ) + body, code = replay.plan_replay_error_response('invalid_request') + return jsonify(body), code except Exception as exc: log_event( '[ORCHESTRATION] A saved-plan workflow request could not be completed.', level=logging.ERROR, From b646b7a6be913055bbbe94d33a161b57c5f8e383 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 11:59:51 -0400 Subject: [PATCH 12/41] Drop unused plan replay import from the workflow runner Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- application/single_app/functions_workflow_runner.py | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/application/single_app/functions_workflow_runner.py b/application/single_app/functions_workflow_runner.py index 5e040ff52..c5d898d60 100644 --- a/application/single_app/functions_workflow_runner.py +++ b/application/single_app/functions_workflow_runner.py @@ -247,7 +247,7 @@ workflow_checkpoint_scope_guard, workflow_unit, ) -from functions_workflow_plan_replay import PLAN_REPLAY_TASK_TYPE, PlanReplayRefused, execute_plan_replay_task +from functions_workflow_plan_replay import PLAN_REPLAY_TASK_TYPE, execute_plan_replay_task from functions_workflow_readiness import ( WorkflowOutputUnavailable, pending_workflow_output_references, From 14ad5fb9e79c37a68434c5bda956b093c269f919 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 12:02:40 -0400 Subject: [PATCH 13/41] Keep the plan replay import lazy and re-check sources when saving The runner imports the replay module only for a plan replay task, so other workflows keep their import graph. Saving a replay workflow re-checks every source the plan reads, and group sources fail closed when the group setting is missing. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- application/single_app/functions_workflow_plan_replay.py | 7 ++++++- application/single_app/functions_workflow_runner.py | 6 ++++-- 2 files changed, 10 insertions(+), 3 deletions(-) diff --git a/application/single_app/functions_workflow_plan_replay.py b/application/single_app/functions_workflow_plan_replay.py index 591eaab2a..98ccc74e3 100644 --- a/application/single_app/functions_workflow_plan_replay.py +++ b/application/single_app/functions_workflow_plan_replay.py @@ -392,7 +392,7 @@ def authorize_replay_sources(user_id, frozen_plan, frozen_seeds, settings): group_ids = list(frozen_seeds.get('active_group_ids') or []) workspace_ids = list(frozen_seeds.get('active_public_workspace_ids') or []) if group_ids: - if settings.get('enable_group_workspaces') is False: + if settings.get('enable_group_workspaces') is not True: _refuse('source_unavailable') from functions_group import ( check_group_status_allows_operation, find_group_by_id, get_user_role_in_group, @@ -689,6 +689,11 @@ def create_plan_replay_workflow(user_id, run_id, body, settings, *, read_run=Non raise PlanReplaySaveError(first['code'], first.get('message') or None, refusals=freeze['refusals']) if str(body.get('plan_sha256') or '').strip() != freeze['plan_sha256']: raise PlanReplaySaveError('plan_hash_mismatch') + try: + # The creator must still reach every source today, or the first run would only fail later. + authorize_replay_sources(user_id, freeze['frozen_plan'], freeze['frozen_seeds'], settings) + except PlanReplayRefused as exc: + raise PlanReplaySaveError(exc.code) from None from functions_workflow_drafts import check_orchestration_workflow_quota, orchestration_workflow_id from functions_workflow_definitions import WorkflowDefinitionConflict, normalize_workflow_origin, workflow_definition_for_editor from functions_personal_workflows import create_personal_workflow_if_absent diff --git a/application/single_app/functions_workflow_runner.py b/application/single_app/functions_workflow_runner.py index c5d898d60..e8f56e270 100644 --- a/application/single_app/functions_workflow_runner.py +++ b/application/single_app/functions_workflow_runner.py @@ -247,7 +247,6 @@ workflow_checkpoint_scope_guard, workflow_unit, ) -from functions_workflow_plan_replay import PLAN_REPLAY_TASK_TYPE, execute_plan_replay_task from functions_workflow_readiness import ( WorkflowOutputUnavailable, pending_workflow_output_references, @@ -11239,8 +11238,11 @@ def raise_if_cancelled(): runner_audit = {'requested_mode': 'publication', 'resolved_type': 'publication'} task_error = '' break - if task.get('type') == PLAN_REPLAY_TASK_TYPE: + if task.get('type') == 'plan_replay': # A frozen chat plan replays as the workflow's creator, never through a runner. + # Imported here so workflows without a replay task keep the runner's import graph. + from functions_workflow_plan_replay import PLAN_REPLAY_TASK_TYPE, execute_plan_replay_task + task_stage = 'execution' task_result = workflow_unit( task_unit_key, From 576d564bdf395fbe1c4b06701d0cbd0329efd95c Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 12:10:47 -0400 Subject: [PATCH 14/41] Refuse only file deliverables and add the plan replay freeze tests Every compiled plan declares the implicit answer deliverable, so refusing any deliverable refused every plan. Only file deliverables (which need render_file) and unknown kinds are refused now. The freeze tests cover the allowlist, each refused class, the hash, edits, per-run re-authorization and source re-checks. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- .../functions_workflow_plan_replay.py | 11 +- .../test_workflow_plan_replay_freeze.py | 595 ++++++++++++++++++ 2 files changed, 605 insertions(+), 1 deletion(-) create mode 100644 functional_tests/test_workflow_plan_replay_freeze.py diff --git a/application/single_app/functions_workflow_plan_replay.py b/application/single_app/functions_workflow_plan_replay.py index 98ccc74e3..2c7515c33 100644 --- a/application/single_app/functions_workflow_plan_replay.py +++ b/application/single_app/functions_workflow_plan_replay.py @@ -239,11 +239,20 @@ def classify_plan_steps(plan): 'capability_not_replayable', number, step, f'{prefix} offers an image for you to accept, which a repeated run can\'t do.', )) - if plan.get('deliverables'): + # Every compiled plan declares at least the implicit answer. Only a file waits on render_file; + # any other kind outside the answer, image and visuals is refused too. + deliverables = plan.get('deliverables') if isinstance(plan.get('deliverables'), list) else [] + kinds = {deliverable.get('kind') if isinstance(deliverable, dict) else None for deliverable in deliverables} + if 'file' in kinds: refusals.append(_refusal( 'replay_wait_unsupported', 0, {}, f'This plan creates a file ({capability_label("render_file")}), which a repeated run can\'t do yet.', )) + if kinds - {'file', 'answer', 'image', 'chart', 'diagram'}: + refusals.append(_refusal( + 'capability_not_replayable', 0, {}, + 'This plan delivers something a saved workflow can\'t create.', + )) return refusals diff --git a/functional_tests/test_workflow_plan_replay_freeze.py b/functional_tests/test_workflow_plan_replay_freeze.py new file mode 100644 index 000000000..6249c44f6 --- /dev/null +++ b/functional_tests/test_workflow_plan_replay_freeze.py @@ -0,0 +1,595 @@ +# test_workflow_plan_replay_freeze.py +""" +Functional test for the plan replay freeze, allowlist and per-run re-authorization. +Version: 0.261.303 +Implemented in: 0.261.303 + +This test ensures that a saved workflow freezes only a completed, approved plan its creator +owns in a private chat, that the versioned allowlist refuses every class it must with a fixed +reason, that the SHA-256 covers the request, the plan and the seeds, and that every run +re-authorizes the creator: the settings, the personal scope, the creator, the hash, each +capability against the current admin list, and every source the plan reads. Background runs +carry no roles, so a manual run and a scheduled run are allowed exactly the same capabilities. + +Checks raise AssertionError explicitly so they still run under ``python -O``. +""" + +import importlib +import inspect +import sys +from copy import deepcopy + +import pytest + +from test_orchestration_harness_execution import harness, initialized_application # noqa: F401 +from test_support.orchestration_harness_execution import compose_step, input_binding +from test_support.versioning import assert_app_version_at_least + + +OWNER = "owner" +REPLAY_SETTINGS = { + "enable_workflow_plan_replay": True, + "enable_chat_orchestration": True, + "allow_user_workflows": True, + "enable_user_workspace": True, + "enable_group_workspaces": True, + "enable_public_workspaces": True, + "enable_image_generation": True, + "enable_web_search": True, + "chat_orchestration_enabled_capabilities": [], +} +HOSTILE_TITLE = 'Step"\'' + + +def require(condition, message): + if not condition: + raise AssertionError(message) + + +@pytest.fixture +def replay(initialized_application): + return importlib.import_module("functions_workflow_plan_replay") + + +def _step(capability_id, number=1, **arguments): + return { + "step_id": f"s{number}", "capability_id": capability_id, "title": f"Step {number}", + "arguments": arguments, "depends_on": [], "enabled": True, + } + + +def _plan(*steps, **extra): + return {"plan_id": "plan-1", "planner_contract_version": 2, "steps": list(steps), **extra} + + +def _record(**changes): + record = { + "id": "run-1", "user_id": OWNER, "conversation_id": "conversation-1", + "status": "completed", "outcome": "completed", "approval": {"state": "approved"}, + "plan": _plan(_step("compose", instruction="Summarize the notes.")), + "user_message": "Summarize my notes", + "resolved_message": "Summarize my notes\n\nCurrent date and time: Monday, 28 September 2026, 09:00 (UTC)", + "seeds": {"doc_scope": "personal"}, "answered_questions": [], "conversation_context": {}, + "time_zone": "America/New_York", + } + record.update(changes) + return record + + +def _conversation(**changes): + conversation = {"id": "conversation-1", "user_id": OWNER, "title": "Notes"} + conversation.update(changes) + return conversation + + +def _codes(refusals): + return [refusal["code"] for refusal in refusals] + + +def _task(replay, record=None, settings=None): + freeze = replay.freeze_source_run(record or _record(), _conversation(), OWNER, settings or REPLAY_SETTINGS) + require(freeze["refusals"] == [], f"The fixture plan must be eligible: {freeze['refusals']}") + payload = replay.build_plan_replay_payload(freeze, OWNER, "2026-09-28T09:00:00+00:00") + return replay.attach_plan_replay({"id": "task-1", "type": "instructions"}, payload) + + +def _workflow(**changes): + workflow = {"id": "workflow-1", "user_id": OWNER, "created_by": OWNER, "scope": "personal"} + workflow.update(changes) + return workflow + + +def _refused(replay, call, code): + with pytest.raises((replay.PlanReplayRefused, replay.PlanReplaySaveError)) as caught: + call() + require(caught.value.code == code, f"Expected {code}, got {caught.value.code}: {caught.value.public_message}") + require(caught.value.public_message, "Every refusal carries fixed public text.") + return caught.value + + +def _rehash(replay, task): + data = task["plan_replay"] + digest = replay.plan_replay_sha256(data["request"], data["frozen_plan"], data["frozen_seeds"]) + data["plan_sha256"] = digest + data["approval"]["plan_sha256"] = digest + return task + + +def test_version_includes_plan_replay(): + assert_app_version_at_least("0.261.303") + + +def test_the_allowlist_is_versioned_and_names_a_reason_for_each_entry(replay): + require(replay.PLAN_REPLAY_ALLOWLIST_VERSION == "plan-replay-allowlist-v1", "The allowlist is versioned.") + require(set(replay.REPLAYABLE_CAPABILITIES) == { + "document_search", "document_analyze", "document_compare", "document_merge", + "tabular_inspect", "compose", "generate_image", + }, "Only the seven reviewed capabilities may repeat.") + for capability_id, reason in replay.REPLAYABLE_CAPABILITIES.items(): + require(isinstance(reason, str) and len(reason) > 20, f"{capability_id} needs a written reason.") + registry = importlib.import_module("functions_orchestration_registry") + never = ( + set(replay.WORKFLOW_CAPABILITIES) | set(registry.approval_floor_capability_ids()) + | set(registry.external_effect_capability_ids()) | set(replay.ROLE_REQUIRED_CAPABILITIES) + | set(replay.WAIT_CAPABILITIES) | {"deep_research", "url_fetch", "tabular_merge"} + ) + require(not never & set(replay.REPLAYABLE_CAPABILITIES), "A refused class leaked into the allowlist.") + require(set(registry.all_capability_ids()) >= set(replay.REPLAYABLE_CAPABILITIES), "Every entry is a real capability.") + + +@pytest.mark.parametrize("capability_id", [ + "document_search", "document_analyze", "document_compare", "document_merge", + "tabular_inspect", "compose", "generate_image", +]) +def test_each_allowed_capability_passes_classification(replay, capability_id): + refusals = replay.classify_plan_steps(_plan(_step(capability_id))) + require(refusals == [], f"{capability_id} must be replayable: {refusals}") + + +@pytest.mark.parametrize("capability_id, arguments, code, fragment", [ + ("workflow_propose", {}, "capability_not_replayable", "can't be repeated by a saved workflow."), + ("workflow_run", {}, "capability_not_replayable", "can't be repeated by a saved workflow."), + ("workflow_results", {}, "capability_not_replayable", "can't be repeated by a saved workflow."), + ("workflow_handoff", {}, "capability_not_replayable", "can't be repeated by a saved workflow."), + ("action_invoke", {}, "capability_not_replayable", "can't be repeated by a saved workflow."), + ("agent_invoke", {}, "capability_not_replayable", "can't be repeated by a saved workflow."), + ("deep_research", {}, "capability_not_replayable", "can't be repeated by a saved workflow."), + ("url_fetch", {}, "capability_not_replayable", "can't be repeated by a saved workflow."), + ("tabular_merge", {}, "capability_not_replayable", "can't be repeated by a saved workflow."), + ("made_up_capability", {}, "capability_not_replayable", "can't be repeated by a saved workflow."), + ("web_search", {}, "role_required", "needs your signed-in session, which a repeated run doesn't have."), + ("tabular_analyze", {}, "replay_wait_unsupported", "finishes after the plan stops waiting"), + ("render_file", {}, "replay_wait_unsupported", "finishes after the plan stops waiting"), + ("generate_image", {"reference_document_ids": ["doc-1"]}, "capability_not_replayable", "edits a reference image"), + ("generate_image", {"reference_message_ids": ["msg-1"]}, "capability_not_replayable", "edits a reference image"), +]) +def test_each_refused_class_has_its_fixed_reason(replay, capability_id, arguments, code, fragment): + step = _step(capability_id, **arguments) + step["title"] = HOSTILE_TITLE + refusals = replay.classify_plan_steps(_plan(step)) + require(_codes(refusals) == [code], f"{capability_id}: {refusals}") + message = refusals[0]["message"] + label = replay.capability_label(capability_id) + require(message.startswith(f"Step 1 ({label})"), f"The message names the registry label: {message}") + require(fragment in message, f"{capability_id}: {message}") + require(HOSTILE_TITLE not in message and " Date: Thu, 8 Oct 2026 12:23:57 -0400 Subject: [PATCH 15/41] Test headless plan replay execution, cancel, budget and lease loss Adds the end-to-end replay test under the real headless executor with the model stubbed, plus cancel, budget and lost-lease fencing, the workflow-conversation binding and creator checks. A re-entered replay attempt now fails with the fixed replay_execution_failed code. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- .../functions_workflow_plan_replay.py | 21 +- .../test_workflow_plan_replay_execution.py | 553 ++++++++++++++++++ 2 files changed, 569 insertions(+), 5 deletions(-) create mode 100644 functional_tests/test_workflow_plan_replay_execution.py diff --git a/application/single_app/functions_workflow_plan_replay.py b/application/single_app/functions_workflow_plan_replay.py index 2c7515c33..775acd085 100644 --- a/application/single_app/functions_workflow_plan_replay.py +++ b/application/single_app/functions_workflow_plan_replay.py @@ -963,7 +963,7 @@ def execute_plan_replay_task( ) snapshot = build_conversation_snapshot([], None, turn_id=turn_id) from functions_orchestration_runs import create_orchestration_run, get_orchestration_run - from functions_orchestration_plan_revisions import claim_plan_run + from functions_orchestration_plan_revisions import PlanRevisionError, claim_plan_run from functions_orchestration_recovery import ExecutionLease, fence_publication, request_cancellation from functions_orchestration_services import composition_profiles @@ -1001,10 +1001,21 @@ def authorize(): read_conversation=read_conversation, ) - claimed = claimer( - orch_run_id, user_id, conversation_id, plan_id=plan_id, conversation_context=snapshot, - composition_profiles=composition_profiles(), settings=settings, - ) + try: + claimed = claimer( + orch_run_id, user_id, conversation_id, plan_id=plan_id, conversation_context=snapshot, + composition_profiles=composition_profiles(), settings=settings, + ) + except PlanRevisionError as exc: + log_event( + '[WORKFLOW_PLAN_REPLAY] Replay run could not be claimed.', + extra={ + 'workflow_id': workflow.get('id'), 'workflow_run_id': run_id, + 'orchestration_run_id': orch_run_id, 'error_code': getattr(exc, 'code', ''), + }, + level=logging.WARNING, + ) + raise PlanReplayRefused('replay_execution_failed') from exc lease = ExecutionLease(claimed, authorize, message_container=msg_container) from functions_orchestration_execution import HarnessExecutionError, prepare_harness_execution from functions_workflow_execution import assert_workflow_execution_owned diff --git a/functional_tests/test_workflow_plan_replay_execution.py b/functional_tests/test_workflow_plan_replay_execution.py new file mode 100644 index 000000000..a6d097ca8 --- /dev/null +++ b/functional_tests/test_workflow_plan_replay_execution.py @@ -0,0 +1,553 @@ +# test_workflow_plan_replay_execution.py +""" +Functional test for the headless plan replay execution. +Version: 0.261.303 +Implemented in: 0.261.303 + +This test ensures that a saved plan replays end to end under the real headless orchestration +executor, with only the model stubbed: the creator is the only actor, the run lands in the +workflow's own private conversation and never in the chat it came from (even after that chat is +shared), the planner is never called, the frozen instruction and the run-time line reach the +model, and the task result is typed with durable ids. A cancelled workflow run, a lost workflow +lease or an exhausted budget cancels the orchestration run and fences its publication, so nothing +is published afterwards. + +Checks raise AssertionError explicitly so they still run under ``python -O``. +""" + +import importlib +import json +import sys +import threading +import time +from copy import deepcopy +from datetime import datetime, timedelta, timezone + +import pytest +from azure.core import MatchConditions +from azure.cosmos.exceptions import CosmosHttpResponseError, CosmosResourceExistsError, CosmosResourceNotFoundError + +from test_orchestration_harness_execution import harness, initialized_application # noqa: F401 +from test_support.orchestration_harness_execution import input_binding +from test_support.versioning import assert_app_version_at_least + + +OWNER = "owner" +SOURCE_CONVERSATION = "conversation-1" +WORKFLOW_ID = "workflow-1" +WORKFLOW_CONVERSATION = "workflow-conv" +WORKFLOW_RUN = "wf-run-1" +WORKFLOW_TURN = "workflow-turn-1" +TASK_ID = "task-1" +NOW = datetime(2026, 9, 28, 13, 0, tzinfo=timezone.utc) +FROZEN_INSTRUCTION = "Prepare the complete requested content." +REPLAY_SETTINGS = { + "enable_workflow_plan_replay": True, + "enable_chat_orchestration": True, + "allow_user_workflows": True, + "enable_user_workspace": True, + "chat_orchestration_enabled_capabilities": [], +} +HOSTILE_NAME = 'Weekly"\'' +LATE_TEXT = "Late content that must never be published." + + +def require(condition, message): + if not condition: + raise AssertionError(message) + + +def _wait_for(predicate, message, timeout=10): + deadline = time.monotonic() + timeout + while not predicate(): + if time.monotonic() > deadline: + raise AssertionError(message) + time.sleep(0.01) + + +@pytest.fixture +def replay(initialized_application): + return importlib.import_module("functions_workflow_plan_replay") + + +def _settings(harness): + return {**deepcopy(harness.settings), **REPLAY_SETTINGS} + + +def _frozen_task(harness, replay): + harness.create(replies=["The prepared content."], final_response=input_binding("prepare")) + harness.prepare().execute() + freeze = replay.freeze_source_run(harness.read(), harness.conversation, OWNER, _settings(harness)) + require(freeze["refusals"] == [], f"The harness plan must be eligible: {freeze['refusals']}") + payload = replay.build_plan_replay_payload(freeze, OWNER, "2026-09-28T09:00:00+00:00") + return replay.attach_plan_replay({"id": TASK_ID, "type": "instructions"}, payload) + + +def _workflow(task, **changes): + workflow = { + "id": WORKFLOW_ID, "user_id": OWNER, "created_by": OWNER, "scope": "personal", + "name": HOSTILE_NAME, "tasks": [task], "schedule": {"timezone": "America/New_York"}, + } + workflow.update(changes) + return workflow + + +def _workflow_conversation(harness, **changes): + conversation = { + "id": WORKFLOW_CONVERSATION, "user_id": OWNER, "title": HOSTILE_NAME, + "chat_type": "workflow", "workflow_id": WORKFLOW_ID, + } + conversation.update(changes) + harness.conversations.upsert_item(conversation) + harness.messages.upsert_item({ + "id": WORKFLOW_TURN, "conversation_id": WORKFLOW_CONVERSATION, "role": "user", + "content": "Run saved workflow", "timestamp": "2026-09-28T13:00:00+00:00", + }) + return conversation + + +def _run(replay, harness, workflow, task, **overrides): + kwargs = { + "conversation_id": WORKFLOW_CONVERSATION, "run_id": WORKFLOW_RUN, "actor_user_id": OWNER, + "user_message_id": WORKFLOW_TURN, "now": NOW, "poll_seconds": 0.05, + "load_workflow": lambda user_id, workflow_id: deepcopy(workflow), + "check_cancelled": lambda: None, + } + kwargs.update(overrides) + settings = kwargs.pop("settings", None) or _settings(harness) + return replay.execute_plan_replay_task(workflow, task, settings, **kwargs) + + +def _replay_run_id(replay): + return replay._deterministic_id("run", WORKFLOW_RUN, TASK_ID, 0, "run") + + +def _partition(container, partition): + return {key: deepcopy(value) for key, value in container.items.items() if key[0] == partition} + + +def _answer_id(run_id): + return importlib.import_module("functions_orchestration_checkpoints").orchestration_answer_message_id(run_id) + + +def _refused(replay, call, code): + with pytest.raises(replay.PlanReplayRefused) as caught: + call() + require(caught.value.code == code, f"Expected {code}, got {caught.value.code}") + require(caught.value.public_message == replay.REFUSAL_MESSAGES[code], "Refusals carry their fixed text.") + return caught.value + + +def _join_worker(run_id): + for thread in threading.enumerate(): + if thread.name == f"plan-replay-{run_id}": + thread.join(30) + require(not thread.is_alive(), "The replay worker must stop after a cancel.") + + +def _require_cancelled_and_fenced(harness, run_id): + _join_worker(run_id) + record = harness.runs.read_item(run_id, WORKFLOW_CONVERSATION) + require(record.get("cancellation_requested_at"), "The orchestration run must be cancelled.") + require(record.get("cancellation_requested_by") == OWNER, "The creator cancels the replay.") + require(record.get("status") != "completed", "A cancelled replay never completes.") + guards = [ + message for (partition, _), message in harness.messages.items.items() + if partition == WORKFLOW_CONVERSATION and message.get("run_id") == run_id + and (message.get("metadata") or {}).get("orchestration_publication_guard") + ] + require(guards and all(guard.get("token") is None for guard in guards), "Publication must be fenced.") + require( + (WORKFLOW_CONVERSATION, _answer_id(run_id)) not in harness.messages.items, + "Nothing is published after a cancel.", + ) + published = json.dumps(list(_partition(harness.messages, WORKFLOW_CONVERSATION).values()), default=str) + require(LATE_TEXT not in published, "The late model output must never be published.") + + +class BlockingReply: + """Holds the replay's model call open until the cancellation path fences publication.""" + + def __init__(self): + self.entered = threading.Event() + self.release = threading.Event() + + def __call__(self): + self.entered.set() + self.release.wait(20) + return LATE_TEXT + + +def _releasing_fence(gate, fenced): + recovery = importlib.import_module("functions_orchestration_recovery") + + def fence(record, container): + fenced.append(record["id"]) + try: + recovery.fence_publication(record, container) + finally: + gate.release.set() + + return fence + + +class RuntimeContainer: + """In-memory, ETag-checked control storage for the real workflow runtime store.""" + + def __init__(self): + self.items = {} + self.version = 0 + self.lock = threading.Lock() + + def create_item(self, body): + with self.lock: + key = (body["run_id"], body["id"]) + if key in self.items: + raise CosmosResourceExistsError(status_code=409) + return self._store(key, body) + + def read_item(self, item, partition_key): + with self.lock: + if (partition_key, item) not in self.items: + raise CosmosResourceNotFoundError(status_code=404) + return deepcopy(self.items[(partition_key, item)]) + + def replace_item(self, item, body, etag=None, match_condition=None): + with self.lock: + key = (body["run_id"], item) + if key not in self.items: + raise CosmosResourceNotFoundError(status_code=404) + if etag != self.items[key]["_etag"] or match_condition != MatchConditions.IfNotModified: + raise CosmosHttpResponseError(status_code=412) + return self._store(key, body) + + def _store(self, key, value): + self.version += 1 + self.items[key] = {**deepcopy(value), "_etag": str(self.version)} + return deepcopy(self.items[key]) + + +class RuntimeClock: + def __init__(self): + self.now = NOW + + def __call__(self): + return self.now + + +def test_version_includes_plan_replay(): + assert_app_version_at_least("0.261.303") + + +def test_a_frozen_plan_replays_end_to_end_in_the_workflow_conversation(harness, replay): + task = _frozen_task(harness, replay) + workflow = _workflow(task) + _workflow_conversation(harness) + source_messages = _partition(harness.messages, SOURCE_CONVERSATION) + source_runs = _partition(harness.runs, SOURCE_CONVERSATION) + calls_before = len(harness.model_calls) + execution = importlib.import_module("functions_orchestration_execution") + prepared = [] + + def prepare(claimed, **kwargs): + prepared.append(deepcopy(kwargs.get("identity_context"))) + require(kwargs.get("execution_identity") is None, "No request identity crosses into the replay.") + return execution.prepare_harness_execution(claimed, **kwargs) + + harness.replies = ["The replayed content."] + result = _run(replay, harness, workflow, task, prepare_execution=prepare) + + run_id = _replay_run_id(replay) + require(run_id == _replay_run_id(replay) and run_id.startswith("run_"), "The run id is deterministic.") + require(prepared == [{"user_roles": [], "user_enable_agents": False}], f"Replay is role-free: {prepared}") + require(len(harness.model_calls) == calls_before + 1, "Only the frozen compose step calls the model.") + prompt = json.dumps(harness.model_calls[-1].get("messages"), ensure_ascii=False) + require(FROZEN_INSTRUCTION in prompt, "The frozen instruction reaches the model.") + time_line = importlib.import_module("functions_orchestration_workflow_context").request_local_time_line( + "America/New_York", NOW, + ) + require(time_line and "(America/New_York)" in time_line and time_line in prompt, prompt) + + record = harness.runs.read_item(run_id, WORKFLOW_CONVERSATION) + frozen_steps = task["plan_replay"]["frozen_plan"]["steps"] + require( + [(step["step_id"], step["capability_id"], step.get("arguments")) for step in record["plan"]["steps"]] + == [(step["step_id"], step["capability_id"], step.get("arguments")) for step in frozen_steps], + "The replay runs exactly the frozen steps.", + ) + require(record["user_id"] == OWNER and record["conversation_id"] == WORKFLOW_CONVERSATION, "Creator-owned run.") + require(record["workflow_replay"] == { + "workflow_id": WORKFLOW_ID, "workflow_run_id": WORKFLOW_RUN, "task_id": TASK_ID, + "plan_sha256": task["plan_replay"]["plan_sha256"], "attempt": 0, + }, record.get("workflow_replay")) + require(record["user_message_id"] == WORKFLOW_TURN, "The saved workflow turn anchors the replay.") + + value = result["plan_replay"] + require(result["authoritative_result"] == {"kind": "json", "value": value}, "The task result is typed JSON.") + require(value["contract"] == "plan-replay-result-v1", value) + require(value["orchestration_run_id"] == run_id, "The result names the durable orchestration run.") + require(value["conversation_id"] == WORKFLOW_CONVERSATION, "The result lands in the workflow conversation.") + require(value["plan_sha256"] == task["plan_replay"]["plan_sha256"], "The result names the frozen plan.") + require(value["status"] == "completed", value) + require(value["steps"] == [{ + "step_id": "prepare", "capability_id": "compose", "label": "Prepare content", "status": "completed", + }], value["steps"]) + require(value["final_response"]["message_id"] == _answer_id(run_id), value["final_response"]) + require("The replayed content." in value["final_response"]["text"], value["final_response"]) + require(result["reply"] == value["final_response"]["text"], "The reply is the engine's final response.") + require(value["artifacts"] == [], "A compose-only replay produces no artifacts.") + answer = harness.messages.read_item(_answer_id(run_id), WORKFLOW_CONVERSATION) + require(answer["role"] == "assistant", "The answer is published in the workflow conversation.") + require(_partition(harness.messages, SOURCE_CONVERSATION) == source_messages, "The source chat is untouched.") + require(_partition(harness.runs, SOURCE_CONVERSATION) == source_runs, "No run is added to the source chat.") + + +def test_sharing_the_source_chat_later_changes_nothing(harness, replay): + task = _frozen_task(harness, replay) + _workflow_conversation(harness) + shared = { + **harness.conversation, "collaboration_conversation_id": "collaboration-1", + "converted_to_collaboration_at": "2026-09-29T08:00:00+00:00", + } + harness.conversations.upsert_item(shared) + source_messages = _partition(harness.messages, SOURCE_CONVERSATION) + harness.replies = ["The replayed content."] + + result = _run(replay, harness, _workflow(task), task) + + require(result["plan_replay"]["conversation_id"] == WORKFLOW_CONVERSATION, "The replay stays private.") + require(_partition(harness.messages, SOURCE_CONVERSATION) == source_messages, "The shared chat gets nothing.") + require( + harness.conversations.read_item(SOURCE_CONVERSATION, SOURCE_CONVERSATION)["converted_to_collaboration_at"], + "The fixture shared the source chat.", + ) + + +def test_the_source_chat_is_never_the_replay_conversation(harness, replay): + task = _frozen_task(harness, replay) + runs_before = deepcopy(harness.runs.items) + + _refused(replay, lambda: _run( + replay, harness, _workflow(task), task, conversation_id=SOURCE_CONVERSATION, + user_message_id=harness.turn["id"], + ), "conversation_context_not_replayable") + + require(harness.runs.items == runs_before, "A refused replay creates no orchestration run.") + + +@pytest.mark.parametrize("changes", [ + {"chat_type": "personal"}, + {"workflow_id": "another-workflow"}, + {"group_id": "group-1"}, + {"user_id": "someone-else"}, + {"converted_to_collaboration_at": "2026-09-29T08:00:00+00:00", "collaboration_conversation_id": "c-1"}, + {"orchestration_deleted": True}, +]) +def test_only_the_private_workflow_conversation_is_accepted(harness, replay, changes): + task = _frozen_task(harness, replay) + _workflow_conversation(harness, **changes) + runs_before = deepcopy(harness.runs.items) + context_error = importlib.import_module("functions_orchestration_context").ConversationContextError + + with pytest.raises(context_error): + _run(replay, harness, _workflow(task), task) + + require(harness.runs.items == runs_before, "A refused conversation creates no orchestration run.") + + +def test_only_the_creator_runs_the_replay(harness, replay): + task = _frozen_task(harness, replay) + _workflow_conversation(harness) + workflow = _workflow(task) + runs_before = deepcopy(harness.runs.items) + + _refused(replay, lambda: _run(replay, harness, workflow, task, actor_user_id="intruder"), "creator_mismatch") + _refused(replay, lambda: _run( + replay, harness, _workflow(task, created_by="someone-else"), task, + ), "creator_mismatch") + _refused(replay, lambda: _run(replay, harness, _workflow(task, scope="group", group_id="g-1"), task), + "group_not_supported") + + require(harness.runs.items == runs_before, "A refused actor creates no orchestration run.") + + +def test_a_deleted_or_changed_workflow_stops_before_step_one(harness, replay): + task = _frozen_task(harness, replay) + _workflow_conversation(harness) + workflow = _workflow(task) + changed = deepcopy(task) + changed["plan_replay"]["plan_sha256"] = "0" * 64 + runs_before = deepcopy(harness.runs.items) + calls_before = len(harness.model_calls) + + _refused(replay, lambda: _run(replay, harness, workflow, task, load_workflow=lambda u, w: None), + "workflow_unavailable") + _refused(replay, lambda: _run( + replay, harness, workflow, task, load_workflow=lambda u, w: {**deepcopy(workflow), "deleting": True}, + ), "workflow_unavailable") + _refused(replay, lambda: _run( + replay, harness, workflow, task, load_workflow=lambda u, w: _workflow(changed), + ), "plan_hash_mismatch") + _refused(replay, lambda: _run( + replay, harness, workflow, task, settings={**_settings(harness), "enable_workflow_plan_replay": False}, + ), "replay_disabled") + _refused(replay, lambda: _run( + replay, harness, workflow, task, settings={**_settings(harness), "allow_user_workflows": False}, + ), "personal_workflows_disabled") + + require(harness.runs.items == runs_before, "Nothing runs once the workflow is gone or changed.") + require(len(harness.model_calls) == calls_before, "No model call happens before re-authorization.") + + +def test_the_replay_needs_the_saved_workflow_turn(harness, replay): + task = _frozen_task(harness, replay) + _workflow_conversation(harness) + workflow = _workflow(task) + + _refused(replay, lambda: _run( + replay, harness, workflow, task, user_message_id=None, read_workflow_run=lambda u, r: {}, + ), "replay_execution_failed") + harness.messages.upsert_item({ + "id": "assistant-turn", "conversation_id": WORKFLOW_CONVERSATION, "role": "assistant", + "content": "Not a user turn", "timestamp": "2026-09-28T13:00:01+00:00", + }) + _refused(replay, lambda: _run(replay, harness, workflow, task, user_message_id="assistant-turn"), + "replay_execution_failed") + + +def test_a_cancelled_workflow_run_cancels_and_fences_the_replay(harness, replay): + task = _frozen_task(harness, replay) + _workflow_conversation(harness) + gate, fenced = BlockingReply(), [] + harness.replies = [gate] + + class StopRequested(Exception): + pass + + def check_cancelled(): + if gate.entered.is_set(): + raise StopRequested() + + with pytest.raises(StopRequested): + _run(replay, harness, _workflow(task), task, check_cancelled=check_cancelled, + fence=_releasing_fence(gate, fenced)) + + run_id = _replay_run_id(replay) + require(fenced == [run_id], f"The cancel fences the replay's publication: {fenced}") + _require_cancelled_and_fenced(harness, run_id) + + +def test_an_exhausted_budget_cancels_and_fences_the_replay(harness, replay): + task = _frozen_task(harness, replay) + _workflow_conversation(harness) + gate, fenced, reads = BlockingReply(), [], [] + harness.replies = [gate] + + def clock(): + reads.append(1) + if len(reads) == 1: + return 0.0 + return 10_000.0 if gate.entered.is_set() else 0.0 + + _refused(replay, lambda: _run( + replay, harness, _workflow(task), task, clock=clock, max_seconds=60, + fence=_releasing_fence(gate, fenced), + ), "replay_budget_exceeded") + + run_id = _replay_run_id(replay) + require(fenced == [run_id], f"The budget stop fences the replay's publication: {fenced}") + _require_cancelled_and_fenced(harness, run_id) + + +def test_a_lost_workflow_lease_cancels_and_fences_the_replay(harness, replay): + task = _frozen_task(harness, replay) + _workflow_conversation(harness) + store_module = importlib.import_module("functions_workflow_runtime_store") + durable = importlib.import_module("functions_workflow_execution") + clock = RuntimeClock() + store = store_module.WorkflowRuntimeStore( + RuntimeContainer(), {"id": WORKFLOW_ID, "user_id": OWNER, "durable_execution": True}, WORKFLOW_RUN, + clock=clock, + ) + store.initialize( + snapshot_ref={"storage": "cosmos", "schema_version": 1, "sha256": "a" * 64, "size_bytes": 100, + "chunk_count": 1}, + definition_revision="b" * 64, actor_user_id=OWNER, request_id="request-one", + ) + gate, fenced, problems, polls, joined = BlockingReply(), [], [], {"ok": 0}, [] + renewed = threading.Event() + + def expires_at(): + return store_module._parse_timestamp(store.read()["lease"]["expires_at"]) + + def renewing_reply(): + try: + for _ in range(3): + clock.now += timedelta(seconds=20) + target = clock.now + timedelta(seconds=store_module.DEFAULT_LEASE_SECONDS) + _wait_for(lambda: expires_at() >= target, "The heartbeat must renew the workflow lease.") + seen = polls["ok"] + _wait_for(lambda: polls["ok"] > seen, "The join must confirm ownership after each renewal.") + renewed.set() + clock.now += timedelta(minutes=5) + except BaseException as exc: + problems.append(exc) + return gate() + + harness.replies = [renewing_reply] + with pytest.raises(store_module.WorkflowRuntimeConflict): + with store_module.WorkflowRuntimeLease(store, owner_id="replay-worker", heartbeat_seconds=0.02) as lease: + execution = durable.DurableWorkflowExecution( + store, lease, {"id": WORKFLOW_ID, "user_id": OWNER}, WORKFLOW_RUN, + save_result=lambda *args, **kwargs: None, load_result=lambda *args, **kwargs: None, + ) + original_check = execution.check + + def counting_check(): + current = original_check() + polls["ok"] += 1 + return current + + execution.check = counting_check + with durable.workflow_execution_scope(execution): + try: + _run(replay, harness, _workflow(task), task, check_cancelled=None, + fence=_releasing_fence(gate, fenced)) + except store_module.WorkflowRuntimeConflict as exc: + joined.append(exc) + raise + + require(problems == [], f"The renewal phase failed: {problems}") + require(renewed.is_set(), "The lease outlived its first expiry because the heartbeat renewed it.") + require(joined and joined[0].code == "ownership_lost", f"The join stops on a lost lease: {joined}") + run_id = _replay_run_id(replay) + require(fenced == [run_id], f"A lost lease fences the replay's publication: {fenced}") + _require_cancelled_and_fenced(harness, run_id) + + +def test_executor_failures_map_to_fixed_codes(harness, replay): + task = _frozen_task(harness, replay) + _workflow_conversation(harness) + workflow = _workflow(task) + execution = importlib.import_module("functions_orchestration_execution") + + def failing(error): + def prepare(claimed, **kwargs): + raise error + return prepare + + _refused(replay, lambda: _run( + replay, harness, workflow, task, + prepare_execution=failing(execution.HarnessExecutionError("model_routing_changed")), + ), "model_unavailable") + refusal = _refused(replay, lambda: _run( + replay, harness, workflow, task, attempt=1, prepare_execution=failing(RuntimeError("provider secret detail")), + ), "replay_execution_failed") + require("provider secret detail" not in refusal.public_message, "Provider text never reaches the user.") + calls_before = len(harness.model_calls) + _refused(replay, lambda: _run(replay, harness, workflow, task), "replay_execution_failed") + require(len(harness.model_calls) == calls_before, "A re-entered attempt never runs a second time.") + + +if __name__ == "__main__": + sys.exit(pytest.main([__file__, "-q", "-p", "no:langsmith_plugin", "-p", "no:cacheprovider"])) From 3e18bf959bbd7aea30192e022dd3cf4b3d0c0b29 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 12:35:41 -0400 Subject: [PATCH 16/41] Test plan replay preview, save and chat-route guards Covers the preview disclosure, the paused personal create, hash and eligibility refusals, settings and cadence gates, shared conversations, lost group access, store failures, delete then re-create, the read-only save guard, and the chat routes that must never drive a replay run. Saving a replay workflow now uses the read-only user-settings and document seams the chat proposal create uses, so a save never repairs user settings or refreshes a profile image. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- .../functions_workflow_plan_replay.py | 8 +- .../test_workflow_plan_replay_routes.py | 534 ++++++++++++++++++ 2 files changed, 541 insertions(+), 1 deletion(-) create mode 100644 functional_tests/test_workflow_plan_replay_routes.py diff --git a/application/single_app/functions_workflow_plan_replay.py b/application/single_app/functions_workflow_plan_replay.py index 775acd085..4c102d8f8 100644 --- a/application/single_app/functions_workflow_plan_replay.py +++ b/application/single_app/functions_workflow_plan_replay.py @@ -703,7 +703,10 @@ def create_plan_replay_workflow(user_id, run_id, body, settings, *, read_run=Non authorize_replay_sources(user_id, freeze['frozen_plan'], freeze['frozen_seeds'], settings) except PlanReplayRefused as exc: raise PlanReplaySaveError(exc.code) from None - from functions_workflow_drafts import check_orchestration_workflow_quota, orchestration_workflow_id + from functions_settings import read_user_settings_snapshot + from functions_workflow_drafts import ( + check_orchestration_workflow_quota, orchestration_workflow_id, read_only_document_resolver, + ) from functions_workflow_definitions import WorkflowDefinitionConflict, normalize_workflow_origin, workflow_definition_for_editor from functions_personal_workflows import create_personal_workflow_if_absent @@ -729,6 +732,9 @@ def create_plan_replay_workflow(user_id, run_id, body, settings, *, read_run=Non origin=origin, actor_user_id=user_id, settings=settings, + # Read-only seams, as the chat proposal create uses: saving never repairs user settings. + user_settings_reader=read_user_settings_snapshot, + resolve_document=read_only_document_resolver(user_settings_reader=read_user_settings_snapshot), plan_replay_task=build_plan_replay_payload(freeze, user_id, timestamp), ) except WorkflowDefinitionConflict as exc: diff --git a/functional_tests/test_workflow_plan_replay_routes.py b/functional_tests/test_workflow_plan_replay_routes.py new file mode 100644 index 000000000..b4c49ab84 --- /dev/null +++ b/functional_tests/test_workflow_plan_replay_routes.py @@ -0,0 +1,534 @@ +#!/usr/bin/env python3 +# test_workflow_plan_replay_routes.py +""" +Functional test for the saved-plan replay routes: preview and save a completed chat plan. +Version: 0.261.303 +Implemented in: 0.261.303 + +This test ensures that only the creator, in a private conversation they own, can preview or save a +completed chat orchestration plan as a personal workflow that repeats it. The preview discloses +every frozen step and writes nothing. Saving needs the previewed hash, creates one paused personal +workflow under the creator, and a repeat returns the same workflow. A refused step, a schedule that +is too frequent, a lost source, a stale hash or the setting being off creates nothing, with a fixed +reason. A workflow's frozen plan stays read-only through the ordinary save path, and the chat +routes never run, retry, edit, revise or cancel a replay run that a workflow run owns. + +The production Flask routes, Blueprint guards, replay module and personal workflow store run +unchanged against in-memory storage, with the network blocked. +""" + +import importlib +import json +import re +import sys +import uuid +from copy import deepcopy +from types import SimpleNamespace + +import pytest +from azure.core.exceptions import AzureError +from flask import Blueprint, Flask +from werkzeug.test import Client +from werkzeug.wrappers import Response + +from test_orchestration_harness_routes import modules # noqa: F401 +from test_support.orchestration_revisions import AtomicMemoryContainer +from test_support.versioning import assert_app_version_at_least + + +OWNER = "owner" +OTHER = "someone-else" +TENANT = "tenant-1" +EMAIL = "owner@example.com" +CONVERSATION = "conversation-1" +OTHER_CONVERSATION = "conversation-2" +RUN = "run_" + "1" * 32 +REPLAY_RUN = "run_" + "2" * 32 +# Hostile on purpose: the routes return them only as JSON data, and no log may carry them. +HOSTILE_NAME = 'Weekly"\' notes' +HOSTILE_TITLE = 'Summarize' +HOSTILE_REQUEST = "SECRET_REQUEST Summarize my notes" +REPLAY_SETTINGS = { + "enable_workflow_plan_replay": True, + "enable_chat_orchestration": True, + "allow_user_workflows": True, + "require_member_of_workflow_user": False, + "enable_user_workspace": True, + "enable_group_workspaces": True, + "chat_orchestration_enabled_capabilities": [], +} +DAILY = {"unit": "hours", "value": 24} + + +def require(condition, message): + if not condition: + raise AssertionError(message) + + +class WorkflowStore(AtomicMemoryContainer): + """Personal workflows, answering the orchestration count query the per-user cap runs.""" + + def query_items(self, query=None, parameters=None, partition_key=None, **kwargs): + if query and "COUNT(1)" in query: + values = {entry["name"]: entry["value"] for entry in parameters or []} + with self._lock: + return [sum( + 1 for (partition, _), record in self.items.items() + if partition == partition_key and record.get("deleting") is not True + and (record.get("origin") or {}).get("source") == values.get("@source") + )] + return super().query_items(query, parameters=parameters, partition_key=partition_key, **kwargs) + + +def _log_recorder(logs, source): + def log_event(message, *args, **kwargs): + logs.append({ + "source": source, "message": str(message), + "extra": json.dumps(kwargs.get("extra"), default=str, ensure_ascii=False), + }) + return log_event + + +@pytest.fixture +def h(modules, monkeypatch): + replay = importlib.import_module("functions_workflow_plan_replay") + personal = importlib.import_module("functions_personal_workflows") + settings_module = importlib.import_module("functions_settings") + conversations = AtomicMemoryContainer("id") + runs = AtomicMemoryContainer("conversation_id") + steps = AtomicMemoryContainer("run_id") + workflows = WorkflowStore("user_id") + state = SimpleNamespace( + settings={**deepcopy(settings_module.get_settings() or {}), **deepcopy(REPLAY_SETTINGS)}, + logs=[], created=[], + ) + for module, name, value in ( + (modules.config, "cosmos_conversations_container", conversations), + (modules.route, "cosmos_conversations_container", conversations), + (modules.config, "cosmos_orchestration_runs_container", runs), + (modules.runs, "cosmos_orchestration_runs_container", runs), + (modules.config, "cosmos_orchestration_run_steps_container", steps), + (modules.runs, "cosmos_orchestration_run_steps_container", steps), + (modules.config, "cosmos_personal_workflows_container", workflows), + (personal, "cosmos_personal_workflows_container", workflows), + ): + monkeypatch.setattr(module, name, value) + + def current_settings(): + return deepcopy(state.settings) + + # The real check reads user settings, whose profile-image refresh would reach Microsoft Entra. + monkeypatch.setattr(modules.auth, "check_user_access_status", lambda user_id: (True, None)) + for module in (modules.route, settings_module, personal): + monkeypatch.setattr(module, "get_settings", current_settings) + monkeypatch.setattr(modules.route, "log_workflow_creation", lambda **kwargs: state.created.append(kwargs)) + for module in (modules.route, replay, personal): + monkeypatch.setattr(module, "log_event", _log_recorder(state.logs, module.__name__)) + + app = Flask(__name__) + app.config.update(TESTING=True, SECRET_KEY="workflow-plan-replay-routes") + blueprint = Blueprint("backend_orchestration", __name__) + blueprint.before_request(modules.auth.user_required_blueprint()) + modules.route.register_route_backend_orchestration(blueprint) + app.register_blueprint(blueprint) + conversations.create_item({"id": CONVERSATION, "user_id": OWNER, "title": "Private"}) + conversations.create_item({"id": OTHER_CONVERSATION, "user_id": OWNER, "title": "Another"}) + return SimpleNamespace( + modules=modules, replay=replay, personal=personal, app=app, client=Client(app, Response), + conversations=conversations, runs=runs, workflows=workflows, state=state, + ) + + +def login(h, *, user_id=OWNER, roles=("User",)): + serializer = h.app.session_interface.get_signing_serializer(h.app) + cookie = serializer.dumps({ + "user": {"oid": user_id, "roles": list(roles), "tid": TENANT, "preferred_username": EMAIL}, + }) + h.client.set_cookie(h.app.config["SESSION_COOKIE_NAME"], cookie) + + +def _step(capability_id, number=1, title=None, **arguments): + return { + "step_id": f"s{number}", "capability_id": capability_id, "title": title or f"Step {number}", + "arguments": arguments, "depends_on": [], "enabled": True, + } + + +def _plan(*steps): + return {"plan_id": "plan-1", "planner_contract_version": 2, "steps": list(steps)} + + +def seed_run(h, run_id=RUN, **changes): + record = { + "id": run_id, "run_id": run_id, "conversation_id": CONVERSATION, "user_id": OWNER, + "status": "completed", "outcome": "completed", "approval": {"state": "approved"}, + "plan": _plan(_step("compose", title=HOSTILE_TITLE, instruction="Summarize the notes.")), + "user_message": HOSTILE_REQUEST, + "resolved_message": f"{HOSTILE_REQUEST}\n\nCurrent date and time: Monday, 28 September 2026, 09:00 (UTC)", + "seeds": {"doc_scope": "personal"}, "answered_questions": [], "conversation_context": {}, + "time_zone": "America/New_York", + } + record.update(deepcopy(changes)) + if isinstance(record.get("plan"), dict): + # A saved plan always names its run, as the revision store checks. + record["plan"].setdefault("run_id", run_id) + h.runs.create_item(record) + return record + + +def _url(run_id=RUN): + return f"/api/v2/orchestration/runs/{run_id}/plan-replay" + + +def preview(h, run_id=RUN, conversation_id=CONVERSATION): + query = f"?conversation_id={conversation_id}" if conversation_id is not None else "" + response = h.client.get(_url(run_id) + query) + return response.status_code, response.get_json() + + +def save(h, run_id=RUN, **body): + response = h.client.post(_url(run_id), json=body) + return response.status_code, response.get_json() + + +def save_previewed(h, run_id=RUN, **changes): + status, shown = preview(h, run_id) + require(status == 200 and shown["eligible"] is True, f"The preview must be eligible: {status} {shown}") + body = { + "conversation_id": CONVERSATION, "plan_sha256": shown["plan_sha256"], "name": HOSTILE_NAME, + "trigger_type": "interval", "schedule": deepcopy(DAILY), + } + body.update(changes) + return save(h, run_id, **body) + + +def stored(h): + return [deepcopy(record) for (partition, _), record in h.workflows.items.items() if partition == OWNER] + + +def _refused(response, status, code): + actual_status, body = response + require(actual_status == status, f"Expected {status} {code}, got {actual_status}: {body}") + require(isinstance(body, dict) and body.get("code") == code, f"Expected {code}: {body}") + require(isinstance(body.get("error"), str) and body["error"], "Every refusal carries fixed text.") + return body + + +def _require_no_hostile_text_in_logs(h): + for entry in h.state.logs: + text = entry["message"] + entry["extra"] + for secret in (HOSTILE_NAME, HOSTILE_TITLE, "SECRET_REQUEST", "onerror", "' }, + artifacts: [{ id: 'image-1', kind: 'image', message_id: 'message-2' }, { id: 'file-1', kind: 'file' }], + }); + assert.equal(result?.final_response.text, ''); + assert.equal(result?.final_response.truncated, undefined); + const capped = readPlanReplayResult({ + contract: 'plan-replay-result-v1', orchestration_run_id: RUN_ID, conversation_id: CONVERSATION_ID, + plan_sha256: HASH, status: 'completed', outcome: 'completed', steps: [], + final_response: { message_id: 'message-1', text: 'start', truncated: true }, artifacts: [], + }); + assert.equal(capped?.final_response.truncated, true); + assert.equal(readPlanReplayResult({ + contract: 'plan-replay-result-v1', orchestration_run_id: RUN_ID, conversation_id: CONVERSATION_ID, + plan_sha256: HASH, status: 'completed', outcome: 'completed', steps: [], + final_response: { message_id: 'message-1', text: 'x' }, artifacts: [{ id: 'a', kind: 'spreadsheet' }], + }), null); + assert.equal(readPlanReplayResult({ contract: 'other' }), null); + assert.equal(readPlanReplayResult({ contract: 'plan-replay-result-v1', plan_sha256: 'bad' }), null); +}); + +test('stored replay summaries and capability labels are stable', () => { + const summary = planReplaySummary(replayTask()); + assert.equal(summary?.request, 'Review invoices'); + assert.equal(summary?.steps[0].label, 'Search documents'); + assert.equal(summary?.steps[1].label, 'Unknown step'); + assert.equal(summary?.frozen_at, '2026-10-08T10:00:00Z'); + assert.match(describePlanReplayTimeHandling('America/New_York'), /current date and time in America\/New_York/); + + const labels = registryLabels(); + for (const [capability, label] of Object.entries(PLAN_REPLAY_CAPABILITY_LABELS)) { + assert.equal(label, labels[capability], capability); + } +}); + +test('workflow editor keeps plan_replay tasks unchanged and skips runner/task validation', () => { + const originalReplay = replayTask(); + const normalized = normalizeWorkflowDefinition(workflow(originalReplay)); + assert.equal(workflowPlanReplayTask(normalized)?.type, 'plan_replay'); + assert.deepEqual(workflowPlanReplayTask(normalized)?.plan_replay, originalReplay.plan_replay); + + const saved = workflowForSave({ ...normalized, name: ' Updated replay ' }, normalized, { type: 'personal' }); + assert.equal(workflowPlanReplayTask(saved)?.type, 'plan_replay'); + assert.deepEqual(workflowPlanReplayTask(saved)?.plan_replay, originalReplay.plan_replay); + assert.equal(saved.name, 'Updated replay'); + + const replayErrors = workflowValidationErrors(normalized, options(), normalized); + assert.ok(!replayErrors.some((error) => error.includes('default model')), replayErrors.join('\n')); + assert.ok(!replayErrors.some((error) => error.includes('needs instructions')), replayErrors.join('\n')); + + const unnamed = normalizeWorkflowDefinition(workflow(originalReplay, { name: '' })); + assert.ok(workflowValidationErrors(unnamed, options(), unnamed).includes('Workflow name is required.')); +}); + +test('run-time zone mirrors the server: schedule zone, then frozen zone, then UTC', () => { + assert.equal(planReplayRunTimeZone({ kind: 'calendar', timezone: ' Europe/Paris ' }, 'America/Chicago'), 'Europe/Paris'); + assert.equal(planReplayRunTimeZone({ unit: 'hours', value: 24 }, ' America/Chicago '), 'America/Chicago'); + assert.equal(planReplayRunTimeZone(null, ''), 'UTC'); + assert.equal(planReplayRunTimeZone({ timezone: 42 }, ''), 'UTC'); + assert.match(describePlanReplayTimeHandling(planReplayRunTimeZone(null, '')), /stay as written.*in UTC\./); +}); diff --git a/ui_tests/fixtures/orchestration/harness_entry.tsx b/ui_tests/fixtures/orchestration/harness_entry.tsx index d950e00c9..514fafa82 100644 --- a/ui_tests/fixtures/orchestration/harness_entry.tsx +++ b/ui_tests/fixtures/orchestration/harness_entry.tsx @@ -42,6 +42,8 @@ import { ChatPage } from '../../../application/v2_ui/src/pages/ChatPage'; import { HomePage } from '../../../application/v2_ui/src/pages/HomePage'; import { ModelCatalogManager } from '../../../application/v2_ui/src/components/admin/ModelCatalogManager'; import { OrchestrationPlannerModelPicker } from '../../../application/v2_ui/src/components/admin/OrchestrationPlannerModelPicker'; +import { WorkflowEditorDialog } from '../../../application/v2_ui/src/components/workflows/WorkflowEditorDialog'; +import { WorkflowRunHistory } from '../../../application/v2_ui/src/components/workflows/WorkflowRunHistory'; import { PLANNER_MODEL_KEYS } from '../../../application/v2_ui/src/lib/orchestrationPlannerModel'; import type { AdminField } from '../../../application/v2_ui/src/lib/adminFields'; @@ -171,6 +173,8 @@ type ComponentName = | 'OrchestrationPlanEditorHost' | 'ContextWorkflow' | 'ParticipantsPanel' + | 'WorkflowEditorDialog' + | 'WorkflowRunHistory' | 'Toaster'; // eslint-disable-next-line @typescript-eslint/no-explicit-any @@ -193,6 +197,8 @@ const components: Record ReactElement | null> = { OrchestrationPlanEditorHost, ContextWorkflow, ParticipantsPanel, + WorkflowEditorDialog, + WorkflowRunHistory, Toaster, }; diff --git a/ui_tests/test_v2_workflow_plan_replay_card.py b/ui_tests/test_v2_workflow_plan_replay_card.py new file mode 100644 index 000000000..c178d9222 --- /dev/null +++ b/ui_tests/test_v2_workflow_plan_replay_card.py @@ -0,0 +1,398 @@ +# test_v2_workflow_plan_replay_card.py +""" +Real-component browser tests for saving a completed chat orchestration plan as a replay workflow. +Version: 0.261.303 +Implemented in: 0.261.303 +Refs: microsoft/simplechat#1550, microsoft/simplechat#1543 + +The production MessageList, PlanReplaySaveCard, WorkflowEditorDialog and WorkflowRunHistory run in +Chromium with production CSS. HTTP routes are stubbed at the plan-replay, workflow editor-options, +and workflow run-history boundaries. + +Build CSS with the existing V2 build, keeping outputs in UI test artifacts: +npm --prefix .\\application\\v2_ui run build -- --outDir ..\\..\\ui_tests\\artifacts\\orchestration-plan-editor +Run: python -m pytest .\\ui_tests\\test_v2_workflow_plan_replay_card.py -q +""" + +import copy +import sys +from pathlib import Path +from urllib.parse import parse_qs, unquote, urlsplit + +import pytest +from playwright.sync_api import expect + +from test_v2_orchestration_plan_editor import ( # noqa: F401 + HARNESS, + ORIGIN, + connect_options, + editor_assets, + editor_browser, +) + +APP_ROOT = Path(__file__).resolve().parents[1] / "application" / "single_app" +sys.path.insert(0, str(APP_ROOT)) +sys.path.insert(0, str(Path(__file__).resolve().parents[1] / "functional_tests")) + +import functions_workflow_editor # noqa: E402 +from test_support.versioning import assert_app_version_at_least # noqa: E402 + + +pytestmark = pytest.mark.ui +IMPLEMENTED_IN = "0.261.303" +CONVERSATION = "plan-replay-chat" +RUN_ID = "plan-replay-run" +WORKFLOW_ID = "plan-replay-workflow" +WORKFLOW_RUN_ID = "plan-replay-workflow-run" +HASH = "0123456789abcdef0123456789abcdef0123456789abcdef0123456789abcdef" +PREVIEW_PATH = f"/api/v2/orchestration/runs/{RUN_ID}/plan-replay" +EDITOR_OPTIONS_PATH = "/api/user/workflows/editor-options" +WORKFLOW_HREF = f"/workspace/workflows?workflow_id={WORKFLOW_ID}" +HOSTILE_REQUEST = ' summarize ' +HOSTILE_TITLE = '">Find invoices' +HOSTILE_WORKFLOW = ' Replay invoices' + + +def editor_options(): + return functions_workflow_editor.build_workflow_editor_options( + scope_type="personal", scope_id="plan-replay-tester", can_manage=True, max_tasks=5, agents=[], endpoints=[], + default_model={"label": "Default GPT", "valid": True}, + ) + + +def preview(eligible=True): + refusals = [] if eligible else [{ + "code": "capability_not_replayable", "step_number": 1, "step_id": "web", "capability_id": "web_search", + "message": "A step in this plan can't be repeated by a saved workflow.", + }] + return { + "eligible": eligible, + "request": HOSTILE_REQUEST, + "steps": [ + {"number": 1, "step_id": "search", "title": HOSTILE_TITLE, "capability_id": "document_search", + "capability_label": "Search documents", "enabled": True}, + {"number": 2, "step_id": "compose", "title": "Write answer", "capability_id": "compose", + "capability_label": "Prepare content", "enabled": True}, + ], + "refusals": refusals, + "plan_sha256": HASH, + "time_handling": "frozen_with_run_time_line", + "time_zone": "America/New_York", + "min_interval_seconds": 900, + "allowlist_version": "plan-replay-allowlist-v1", + "max_steps": 8, + } + + +def replay_task(): + return { + "id": "task-replay", + "type": "plan_replay", + "name": "Repeat saved plan", + "instructions": HOSTILE_REQUEST, + "runner": {"type": "inherit"}, + "plan_replay": { + "version": 1, + "allowlist_version": "plan-replay-allowlist-v1", + "request": HOSTILE_REQUEST, + "frozen_plan": {"steps": [ + {"step_id": "search", "title": HOSTILE_TITLE, "capability_id": "document_search", "arguments": {}, "enabled": True}, + {"step_id": "compose", "title": "Write answer", "capability_id": "compose", "arguments": {}, "enabled": True}, + ]}, + "frozen_seeds": {}, + "plan_sha256": HASH, + "approval": {"approved_by": "plan-replay-tester", "approved_at": "2026-10-08T10:00:00Z", "plan_sha256": HASH}, + "provenance": { + "source_run_id": RUN_ID, "source_conversation_id": CONVERSATION, "created_by": "plan-replay-tester", + "frozen_at": "2026-10-08T10:00:00Z", "time_handling": "frozen_with_run_time_line", + "time_zone": "America/New_York", + }, + }, + } + + +def replay_workflow(name=HOSTILE_WORKFLOW): + return { + "id": WORKFLOW_ID, + "definition_version": 2, + "definition_revision": "rev-1", + "name": name, + "description": "", + "runner_type": "model", + "chat_capabilities_enabled": False, + "trigger_type": "manual", + "schedule": {"unit": "hours", "value": 24}, + "is_enabled": False, + "error_handling": {"strategy": "halt", "retry_count": 0}, + "tasks": [replay_task()], + "reference_inputs": [], + "durable_execution": False, + } + + +def answer(conversation=CONVERSATION, *, flags=True, masked=False, outcome="completed", capabilities=("compose",)): + metadata = {"orchestration": { + "run_id": RUN_ID, "turn_id": "turn-1", "outcome": outcome, "finalization_status": "saved", + "message_saved": True, + "plan_summary": {"plan_id": "plan-1", "turn_id": "turn-1", "status": "completed", + "intent_summary": "Save this plan", "step_count": 2, + "capabilities_used": list(capabilities)}, + }} + if masked: + metadata["masked_ranges"] = [{"start": 0, "end": 5}] + return [ + {"id": "user-1", "conversation_id": conversation, "role": "user", "content": "Summarize invoices.", + "metadata": {"orchestration_turn_id": "turn-1"}}, + {"id": "answer-1", "conversation_id": conversation, "role": "assistant", "content": "Done.", + "metadata": metadata}, + ] + + +class PlanReplayApi: + def __init__(self, assets): + self.assets = assets + self.requests = [] + self.unexpected = [] + self.preview = preview() + self.save_created = True + self.expected_errors = set() + + def expect(self, condition, description): + if not condition: + self.unexpected.append(description) + + def handle(self, route): + request = route.request + parsed = urlsplit(request.url) + path = parsed.path + if f"{parsed.scheme}://{parsed.netloc}" != ORIGIN: + self.unexpected.append(request.url) + route.abort() + return + if request.method == "GET" and path in self.assets: + route.fulfill(path=str(self.assets[path])) + return + if path == "/favicon.ico": + route.fulfill(status=204) + return + query = parse_qs(parsed.query) + body = request.post_data_json if request.method == "POST" else None + self.requests.append({"method": request.method, "path": path, "query": query, "body": body}) + if path == PREVIEW_PATH and request.method == "GET": + self.expect(query == {"conversation_id": [CONVERSATION]}, f"preview query {query}") + route.fulfill(json=copy.deepcopy(self.preview)) + return + if path == PREVIEW_PATH and request.method == "POST": + self.expect(body["conversation_id"] == CONVERSATION, f"save conversation {body}") + self.expect(body["plan_sha256"] == HASH, f"save hash {body}") + workflow = replay_workflow(body.get("name") or HOSTILE_WORKFLOW) + workflow["is_enabled"] = body.get("enabled") is True + workflow["trigger_type"] = body.get("trigger_type", "manual") + if body.get("schedule"): + workflow["schedule"] = body["schedule"] + route.fulfill(status=201 if self.save_created else 200, + json={"ok": True, "workflow": workflow, "created": self.save_created}) + return + if path == EDITOR_OPTIONS_PATH and request.method == "GET": + route.fulfill(json=editor_options()) + return + if path == "/api/user/workflows/file-sync-sources" and request.method == "GET": + route.fulfill(json={"sources": [], "file_sync_enabled": True}) + return + if path == "/api/workflows/m365-run-as-users" and request.method == "GET": + route.fulfill(json={"users": []}) + return + if path == f"/api/user/workflows/{WORKFLOW_ID}/runs" and request.method == "GET": + route.fulfill(json={"runs": [{"id": WORKFLOW_RUN_ID, "workflow_id": WORKFLOW_ID, "status": "completed", + "started_at": "2026-10-08T10:00:00Z", "completed_at": "2026-10-08T10:01:00Z"}]}) + return + if path == f"/api/user/workflows/{WORKFLOW_ID}/runs/{WORKFLOW_RUN_ID}/items" and request.method == "GET": + # Mirrors the runner: outputs hold only result refs, the typed projection sits on the item. + route.fulfill(json={"items": [{ + "id": "item-1", "item_type": "task", "task_id": "task-replay", "label": "Repeat saved plan", + "status": "completed", "workflow_result": {"outputs": {"json": { + "kind": "json", "result_ref": {"storage": "blob", "sha256": HASH}, + }}}, + "plan_replay": { + "contract": "plan-replay-result-v1", "orchestration_run_id": RUN_ID, + "conversation_id": CONVERSATION, "plan_sha256": HASH, "status": "completed", "outcome": "completed", + "steps": [{"step_id": "compose", "capability_id": "compose", "label": "Prepare content", "status": "completed"}], + "final_response": {"message_id": "message-1", "text": "Final answer", + "truncated": True}, + "artifacts": [{"id": "image-1", "kind": "image"}], + }, + }]}) + return + if path.endswith("/result") and request.method == "GET": + route.fulfill(status=404, json={"error": "No stored text result"}) + return + self.unexpected.append(f"{request.method} {path}") + route.fulfill(status=404, json={"error": "Unmocked request"}) + + +@pytest.fixture +def plan_replay_ui(editor_browser, editor_assets): + context = editor_browser.new_context(viewport={"width": 1440, "height": 900}) + page = context.new_page() + api = PlanReplayApi(editor_assets) + errors = [] + dialogs = [] + page.route("**/*", api.handle) + page.on("pageerror", lambda error: errors.append(str(error))) + page.on("dialog", lambda dialog: (dialogs.append(dialog.message), dialog.dismiss())) + + def console_error(message): + if message.type != "error": + return + path = urlsplit(message.location.get("url", "")).path + if any(path == expected and str(status) in message.text for expected, status in api.expected_errors): + return + errors.append(message.text) + + page.on("console", console_error) + try: + yield page, api + assert page.evaluate("() => window.__hostile ?? null") is None + finally: + context.close() + assert not api.unexpected, f"Unexpected browser requests: {api.unexpected}" + assert not errors, f"Unexpected browser errors: {errors}" + assert not dialogs, f"Unexpected browser dialogs: {dialogs}" + + +def mount_messages(page, *, feature=True, messages=None, kind="personal", conversation=CONVERSATION): + page.goto(ORIGIN + HARNESS) + page.wait_for_function("() => Boolean(window.OrchHarness)") + page.evaluate( + """(spec) => { + const H = window.OrchHarness; + H.reset(); + H.stores.bootstrap.useBootstrapStore.setState({ data: { + version: '0.261.303', settings: {}, branding: { app_title: 'SimpleChat' }, + features: { + enable_chat_orchestration: true, + allow_user_workflows: true, + enable_workflow_plan_replay: spec.feature, + }, + user: { id: 'plan-replay-tester', display_name: 'Plan Replay Tester' }, + scope: { groups: [], public_workspaces: [] }, + orchestration: { enabled: true, capabilities: [] }, + catalogs: { models: [], agents: [], prompts: [] }, + } }); + H.stores.chat.useChatStore.setState({ + activeConversationId: spec.conversation, activeConversationKind: spec.kind, + messagesLoading: false, messagesError: null, streaming: false, streamingContent: '', + streamError: null, thoughts: [], messages: spec.messages, + conversations: [{ id: spec.conversation, title: 'Plan replay' }], + }); + H.mount('mount-a', 'MessageList', {}, { strictMode: true }); + }""", + {"feature": feature, "conversation": conversation, "kind": kind, + "messages": messages if messages is not None else answer(conversation)}, + ) + expect(page.get_by_text("Summarize invoices.")).to_be_visible() + + +def test_version_is_at_least_the_implementing_release(): + assert_app_version_at_least(IMPLEMENTED_IN) + + +def test_card_absent_when_feature_flag_is_off(plan_replay_ui): + page, api = plan_replay_ui + mount_messages(page, feature=False) + expect(page.get_by_role("button", name="Repeat on a schedule")).to_have_count(0) + assert not api.requests + + +def test_card_fetches_on_click_discloses_steps_and_saves_paused(plan_replay_ui): + page, api = plan_replay_ui + mount_messages(page) + expect(page.get_by_role("button", name="Repeat on a schedule")).to_be_visible() + assert not api.requests + + page.get_by_role("button", name="Repeat on a schedule").click() + expect(page.get_by_text(HOSTILE_REQUEST)).to_be_visible() + expect(page.get_by_text(HOSTILE_TITLE)).to_be_visible() + expect(page.get_by_text("Search documents")).to_be_visible() + expect(page.get_by_text("Prepare content")).to_be_visible() + expect(page.get_by_text("At least every 15 minutes.")).to_be_visible() + assert [request["method"] for request in api.requests[:2]] == ["GET", "GET"] + + page.get_by_role("button", name="Save workflow").click() + expect(page.get_by_text("Saved as a paused workflow.")).to_be_visible() + expect(page.get_by_role("link", name="Open workflow")).to_have_attribute("href", WORKFLOW_HREF) + post = [request for request in api.requests if request["method"] == "POST"][0] + assert post["body"]["enabled"] is False + assert post["body"]["trigger_type"] == "manual" + + +def test_ineligible_preview_shows_refusals_without_save_form(plan_replay_ui): + page, api = plan_replay_ui + api.preview = preview(eligible=False) + mount_messages(page) + page.get_by_role("button", name="Repeat on a schedule").click() + expect(page.get_by_text("Step 1: A step in this plan can't be repeated by a saved workflow.")).to_be_visible() + expect(page.get_by_role("button", name="Save workflow")).to_have_count(0) + + +def test_existing_state_and_hostile_strings_stay_inert(plan_replay_ui): + page, api = plan_replay_ui + api.save_created = False + mount_messages(page) + page.get_by_role("button", name="Repeat on a schedule").click() + page.get_by_role("textbox", name="Workflow name").fill(HOSTILE_WORKFLOW) + page.get_by_role("button", name="Save workflow").click() + expect(page.get_by_text("This plan is already saved as a workflow.")).to_be_visible() + expect(page.locator("img")).to_have_count(0) + expect(page.locator("script").filter(has_text="bad()")).to_have_count(0) + expect(page.locator("svg[onload]")).to_have_count(0) + + +def test_editor_read_only_saved_plan_summary_still_allows_name_edit(plan_replay_ui): + page, _api = plan_replay_ui + page.goto(ORIGIN + HARNESS) + page.wait_for_function("() => Boolean(window.OrchHarness)") + page.evaluate( + """(spec) => { + const H = window.OrchHarness; + H.reset(); + H.mount('mount-a', 'WorkflowEditorDialog', { + workflow: spec.workflow, + original: spec.workflow, + options: spec.options, + scope: { type: 'personal' }, + open: true, + onClose: () => {}, + onSaved: (workflow) => { window.__savedWorkflow = workflow; }, + }, { strictMode: true }); + }""", + {"workflow": replay_workflow(), "options": editor_options()}, + ) + dialog = page.get_by_role("dialog") + expect(dialog.get_by_text("Saved chat plan")).to_be_visible() + expect(dialog.get_by_text("The saved plan can't be edited.")).to_be_visible() + expect(dialog.get_by_text(HOSTILE_TITLE)).to_be_visible() + expect(dialog.get_by_text("Runner type")).to_have_count(0) + expect(dialog.get_by_text("Task IDs stay stable")).to_have_count(0) + dialog.get_by_role("textbox", name="Workflow name").fill("Updated replay name") + expect(dialog.get_by_role("textbox", name="Workflow name")).to_have_value("Updated replay name") + + +def test_run_inspector_renders_typed_replay_result(plan_replay_ui): + page, _api = plan_replay_ui + page.goto(ORIGIN + HARNESS) + page.wait_for_function("() => Boolean(window.OrchHarness)") + page.evaluate( + """() => { + const H = window.OrchHarness; + H.reset(); + H.mount('mount-a', 'WorkflowRunHistory', { + scope: { type: 'personal' }, workflowId: 'plan-replay-workflow', initialRunId: 'plan-replay-workflow-run', + }, { strictMode: true }); + }""" + ) + expect(page.get_by_text("Saved chat plan run")).to_be_visible() + expect(page.get_by_text("Prepare content")).to_be_visible() + expect(page.get_by_text("Final answer")).to_be_visible() + expect(page.get_by_text("image: image-1")).to_be_visible() + expect(page.get_by_text("The full answer is in the workflow's conversation.", exact=False)).to_be_visible() diff --git a/ui_tests/test_workflow_classic_advanced_guard.py b/ui_tests/test_workflow_classic_advanced_guard.py index 5465aae8c..3c0c1a335 100644 --- a/ui_tests/test_workflow_classic_advanced_guard.py +++ b/ui_tests/test_workflow_classic_advanced_guard.py @@ -1,14 +1,14 @@ # test_workflow_classic_advanced_guard.py """ Source-backed browser coverage for the Classic advanced-workflow edit guard. -Version: 0.261.241 +Version: 0.261.303 Implemented in: 0.261.116; calendar schedule routing and labels added in 0.261.193; -Merge files tasks routed to V2 in 0.261.241 +Merge files tasks routed to V2 in 0.261.241; saved chat plans routed to V2 in 0.261.303 The actual local edit function must stop before loading runners or resetting a -draft for advanced definitions, for calendar schedules, and for Merge files -tasks, which the Classic form cannot show. Legacy eligibility, the advanced-flow -message, interval labels, and Run/Cancel are unchanged. +draft for advanced definitions, for calendar schedules, for Merge files tasks, +and for saved chat plans, which the Classic form cannot show. Legacy eligibility, +the advanced-flow message, interval labels, and Run/Cancel are unchanged. """ import re @@ -34,6 +34,10 @@ "This workflow uses a Merge files task. Open V2 to edit it without losing its configuration. " "Run and Cancel remain available here." ) +PLAN_REPLAY_MESSAGE = ( + "This workflow uses a saved chat plan. Open V2 to edit it without losing its configuration. " + "Run and Cancel remain available here." +) GUARD_FUNCTIONS = ( "normalizeText", "isWorkflowCalendarSchedule", @@ -189,6 +193,28 @@ def test_classic_merge_task_edit_routes_to_v2(page, scope, placement): assert not errors +def test_classic_saved_chat_plan_edit_routes_to_v2(page): + # A saved chat plan is frozen; only V2 shows it read-only with its editable schedule. + unexpected = [] + errors = [] + page.on("pageerror", lambda error: errors.append(str(error))) + _serve(page, _guard_script(), unexpected) + page.evaluate("(scope) => window.configureScope(scope)", "personal") + page.evaluate( + "() => { window.testWorkflow = {id: 'workflow', definition_version: 2, " + "tasks: [{id: 'replay', type: 'plan_replay', plan_replay: {plan: {steps: []}}}]}; }" + ) + page.get_by_role("button", name="Edit workflow", exact=True).click() + expect(page.get_by_role("alert")).to_have_text(PLAN_REPLAY_MESSAGE) + assert page.evaluate("window.preparationCalls") == 0 + assert page.evaluate("workflowNativeEditorReason({definition_version: 1, tasks: [{type: 'plan_replay'}]})") == ( + "a saved chat plan" + ) + assert page.evaluate("workflowNativeEditorReason({definition_version: 1, tasks: [{type: 'instructions'}]})") == "" + assert not unexpected + assert not errors + + def test_classic_schedule_labels(page): unexpected = [] errors = [] From 56159918779b06359838bca2d1b8387addcdc6af Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 13:17:15 -0400 Subject: [PATCH 20/41] Add plan replay off-golden test pinned to the base commit Workflows without a saved plan match a golden captured on fa3422dee: the task sequence (dispatch shapes and saved run items), the personal save, the group build and the history redaction. A saved plan refuses with its fixed reason while the setting is off, under halt and continue. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- .../workflow_plan_replay_off_golden.json | 3351 +++++++++++++++++ .../test_workflow_plan_replay_off_golden.py | 388 ++ 2 files changed, 3739 insertions(+) create mode 100644 functional_tests/test_support/workflow_plan_replay_off_golden.json create mode 100644 functional_tests/test_workflow_plan_replay_off_golden.py diff --git a/functional_tests/test_support/workflow_plan_replay_off_golden.json b/functional_tests/test_support/workflow_plan_replay_off_golden.json new file mode 100644 index 000000000..f472de903 --- /dev/null +++ b/functional_tests/test_support/workflow_plan_replay_off_golden.json @@ -0,0 +1,3351 @@ +{ + "captured": { + "group_build": { + "ok": [ + { + "active_run_id": "", + "alert_evaluation": { + "on_error": "skip" + }, + "alert_mode": "off", + "alert_priority": "none", + "alert_rules": [], + "analyze": { + "active_group_ids": [], + "active_public_workspace_id": [], + "analysis_mode": "combined", + "doc_scope": "all", + "document_ids": [], + "enabled": false, + "max_retries_per_window": 1, + "recent_window_minutes": 10, + "target_mode": "selected", + "window_percent": null, + "window_size": null, + "window_unit": "pages" + }, + "cancellation_requested_at": null, + "cancellation_requested_by": "", + "chat_capabilities_enabled": true, + "conversation_id": "", + "created_at": "", + "created_by": "owner-user", + "definition_version": 1, + "description": "", + "document_action": { + "active_group_ids": [], + "active_public_workspace_id": [], + "analysis_mode": "combined", + "doc_scope": "all", + "document_ids": [], + "left_document_id": "", + "max_retries_per_window": 1, + "recent_window_minutes": 10, + "right_document_ids": [], + "target_mode": "selected", + "type": "none", + "window_percent": null, + "window_size": null, + "window_unit": "pages" + }, + "error_handling": { + "retry_count": 0, + "strategy": "halt" + }, + "file_sync": { + "continue_mode": "always", + "enabled": false, + "sources": [], + "use_changed_documents": true, + "wait_mode": "complete" + }, + "group_id": "group-1", + "id": "", + "is_enabled": true, + "last_run_at": null, + "last_run_error": "", + "last_run_response_preview": "", + "last_run_started_at": null, + "last_run_status": null, + "last_run_trigger_source": "", + "m365_binding_approval_id": null, + "m365_revision": "", + "m365_run_as_user_id": "", + "model_binding_summary": { + "endpoint_id": "", + "label": "Default app model", + "mode": "legacy_default", + "model_id": "", + "provider": "aoai", + "valid": false + }, + "model_endpoint_id": "", + "model_id": "", + "model_provider": "aoai", + "modified_at": "", + "modified_by": "owner-user", + "name": "Team digest", + "next_run_at": null, + "run_count": 0, + "runner_type": "model", + "schedule": {}, + "selected_agent": {}, + "status": "idle", + "task_prompt": "Summarize the team's week.", + "tasks": [], + "trigger_type": "manual", + "updated_at": "", + "url_access_authorized": false, + "url_access_authorized_at": "", + "url_access_authorized_by": "", + "url_access_enabled": false, + "user_id": "owner-user" + }, + null + ] + }, + "history_redaction": { + "verified": { + "ok": [ + { + "id": "run-1", + "reply": "The summary.", + "task_results": [ + { + "error": "", + "output_summary": "1 answer", + "reply": "The summary.", + "response_preview": "The summary.", + "task_id": "summarize", + "workflow_result": { + "contract_version": "workflow-result-v2", + "producer": { + "run_id": "run-1", + "task_id": "summarize", + "workflow_id": "workflow-1" + }, + "result_ref": { + "sha256": "cccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccc" + } + } + } + ] + }, + [ + { + "error": "", + "output_summary": "1 answer", + "reply": "The summary.", + "response_preview": "The summary.", + "task_id": "summarize", + "workflow_result": { + "contract_version": "workflow-result-v2", + "producer": { + "run_id": "run-1", + "task_id": "summarize", + "workflow_id": "workflow-1" + }, + "result_ref": { + "sha256": "cccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccc" + } + } + } + ], + true + ] + }, + "withheld": { + "ok": [ + { + "analysis_access_available": false, + "id": "run-1", + "response_preview": "This saved task output is unavailable because it could not be read or verified.", + "task_results": [ + { + "analysis_access_available": false, + "error": "", + "output_summary": "This saved task output is unavailable because it could not be read or verified.", + "reply": "This saved task output is unavailable because it could not be read or verified.", + "response_preview": "This saved task output is unavailable because it could not be read or verified.", + "task_id": "summarize", + "workflow_result": { + "contract_version": "workflow-result-v2", + "producer": { + "run_id": "run-1", + "task_id": "summarize", + "workflow_id": "workflow-1" + }, + "result_ref": { + "sha256": "cccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccc" + } + } + } + ] + }, + [ + { + "analysis_access_available": false, + "error": "", + "output_summary": "This saved task output is unavailable because it could not be read or verified.", + "reply": "This saved task output is unavailable because it could not be read or verified.", + "response_preview": "This saved task output is unavailable because it could not be read or verified.", + "task_id": "summarize", + "workflow_result": { + "contract_version": "workflow-result-v2", + "producer": { + "run_id": "run-1", + "task_id": "summarize", + "workflow_id": "workflow-1" + }, + "result_ref": { + "sha256": "cccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccc" + } + } + } + ], + false + ] + } + }, + "personal_save": { + "created": { + "ok": { + "active_run_id": "", + "alert_evaluation": { + "on_error": "skip" + }, + "alert_mode": "off", + "alert_priority": "none", + "alert_rules": [], + "analyze": { + "active_group_ids": [], + "active_public_workspace_id": [], + "analysis_mode": "combined", + "doc_scope": "all", + "document_ids": [], + "enabled": false, + "max_retries_per_window": 1, + "recent_window_minutes": 10, + "target_mode": "selected", + "window_percent": null, + "window_size": null, + "window_unit": "pages" + }, + "cancellation_requested_at": null, + "cancellation_requested_by": "", + "chat_capabilities_enabled": true, + "conversation_id": "", + "created_at": "", + "created_by": "owner-user", + "definition_revision": "ed9321c1161e56a4473229b77183be3c53d17f9f18c093a7c6a70c565cb574f0", + "definition_version": 1, + "description": "Plain workflow", + "document_action": { + "active_group_ids": [], + "active_public_workspace_id": [], + "analysis_mode": "combined", + "doc_scope": "all", + "document_ids": [], + "left_document_id": "", + "max_retries_per_window": 1, + "recent_window_minutes": 10, + "right_document_ids": [], + "target_mode": "selected", + "type": "none", + "window_percent": null, + "window_size": null, + "window_unit": "pages" + }, + "error_handling": { + "retry_count": 0, + "strategy": "halt" + }, + "file_sync": { + "continue_mode": "always", + "enabled": false, + "sources": [], + "use_changed_documents": true, + "wait_mode": "complete" + }, + "id": "", + "is_enabled": true, + "last_run_at": null, + "last_run_error": "", + "last_run_response_preview": "", + "last_run_started_at": null, + "last_run_status": null, + "last_run_trigger_source": "", + "m365_binding_approval_id": null, + "m365_revision": "", + "m365_run_as_user_id": "", + "model_binding_summary": { + "endpoint_id": "", + "label": "Default app model", + "mode": "legacy_default", + "model_id": "", + "provider": "aoai", + "valid": false + }, + "model_endpoint_id": "", + "model_id": "", + "model_provider": "aoai", + "modified_at": "", + "modified_by": "owner-user", + "name": "Weekly ", + "next_run_at": null, + "run_count": 0, + "runner_type": "model", + "schedule": {}, + "selected_agent": {}, + "status": "idle", + "task_prompt": "Summarize the week.", + "tasks": [], + "trigger_type": "manual", + "updated_at": "", + "url_access_authorized": false, + "url_access_authorized_at": "", + "url_access_authorized_by": "", + "url_access_enabled": false, + "user_id": "owner-user" + } + }, + "renamed": { + "ok": { + "active_run_id": "", + "alert_evaluation": { + "on_error": "skip" + }, + "alert_mode": "off", + "alert_priority": "none", + "alert_rules": [], + "analyze": { + "active_group_ids": [], + "active_public_workspace_id": [], + "analysis_mode": "combined", + "doc_scope": "all", + "document_ids": [], + "enabled": false, + "max_retries_per_window": 1, + "recent_window_minutes": 10, + "target_mode": "selected", + "window_percent": null, + "window_size": null, + "window_unit": "pages" + }, + "cancellation_requested_at": null, + "cancellation_requested_by": "", + "chat_capabilities_enabled": true, + "conversation_id": "", + "created_at": "", + "created_by": 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The golden was captured by running this file with +--write-golden in a clean checkout of the V2 commit this change started from, +fa3422deee5e6d8d65be370b387b28639425bf7f. It pins, for workflows without a +saved chat plan: + +- a task sequence: what each task hands its runner, the run result and every + saved run item, including a retry and a failure that continues; +- a personal workflow saved, renamed and put on a schedule; +- a group workflow build; +- run history redaction for a withheld and a verified task. + +On this branch only, a saved chat plan must refuse with its fixed reason while +the setting is off: one failed task item, never a crash, a retry or a silent skip. + +Regenerate the golden only from a clean checkout of the base commit (after +merging the base branch, from the new merge base): + python functional_tests/test_workflow_plan_replay_off_golden.py --write-golden +""" + +import importlib +import json +import re +import subprocess +import sys +from contextlib import contextmanager +from copy import deepcopy +from difflib import unified_diff +from pathlib import Path +from types import SimpleNamespace + +import pytest + +from test_support.offline_bootstrap import offline_app_imports +from test_support.orchestration_revisions import AtomicMemoryContainer +from test_support.versioning import assert_app_version_at_least + + +ROOT = Path(__file__).resolve().parents[1] +APP = ROOT / "application" / "single_app" +TESTS = ROOT / "functional_tests" +GOLDEN = TESTS / "test_support" / "workflow_plan_replay_off_golden.json" +SECTIONS = ("task_sequence", "personal_save", "group_build", "history_redaction") +OWNER = "owner-user" +GROUP = "group-1" +OFF = {"enable_workflow_plan_replay": False} +UUID = re.compile(r"[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}") +NOW = re.compile(r"\d{4}-\d{2}-\d{2}[T ]\d{2}:\d{2}:\d{2}(?:\.\d+)?(?:\+00:00|Z)?") +HARNESS_TIME = "2026-07-27T00:00:" +# Hashed over a fresh workflow id and save time, so it differs on every run of the same code. +VOLATILE_HASH_KEYS = frozenset({"m365_revision"}) + + +def require(condition, message): + if not condition: + raise AssertionError(message) + + +@contextmanager +def _app(): + """Import the app and the runner harness once, offline, and forget both afterwards. + + One import generation matters: the harness's WorkflowInputError must be the class a + refusal subclasses, or a refusal would look like an ordinary, retryable failure. + """ + before = set(sys.modules) + try: + with offline_app_imports() as environment: + sequence = importlib.import_module("test_workflow_task_sequence") + yield SimpleNamespace( + load_runner_helpers=sequence.load_runner_helpers, + config=importlib.import_module("config"), + settings=importlib.import_module("functions_settings"), + personal=importlib.import_module("functions_personal_workflows"), + groups=importlib.import_module("functions_group_workflows"), + saved_analysis=importlib.import_module("functions_saved_analysis"), + ) + require(not environment.network_attempts, environment.network_attempts) + finally: + for name in set(sys.modules) - before: + path = getattr(sys.modules.get(name), "__file__", None) + if path and (Path(path).resolve().is_relative_to(APP) or Path(path).resolve().is_relative_to(TESTS)): + sys.modules.pop(name, None) + + +def _hide_volatile(value): + if isinstance(value, dict): + return {key: "" if key in VOLATILE_HASH_KEYS else _hide_volatile(item) for key, item in value.items()} + if isinstance(value, (list, tuple)): + return [_hide_volatile(item) for item in value] + return value + + +def _mask(value): + """Name each generated id by first appearance and hide wall-clock times.""" + text = json.dumps( + _hide_volatile(value), sort_keys=True, default=lambda item: f"<{type(item).__name__}>", ensure_ascii=False, + ) + names = {} + text = UUID.sub(lambda match: names.setdefault(match.group(0), f""), text) + text = NOW.sub(lambda match: match.group(0) if match.group(0).startswith(HARNESS_TIME) else "", text) + return json.loads(text) + + +def _outcome(action): + try: + return {"ok": _mask(action())} + except Exception as exc: # The golden pins refusals as well as results. + return {"error": type(exc).__name__, "message": str(exc)} + + +def _sequence_workflow(name, tasks, strategy, retries): + return { + "id": f"workflow-{name}", "name": "Weekly summary", "user_id": OWNER, "runner_type": "model", + "document_action": {"type": "none"}, "tasks": tasks, + "error_handling": {"strategy": strategy, "retry_count": retries}, + } + + +FILE_SYNC_RESULT = { + "enabled": True, + "counts": {"scanned": 3, "created": 1, "updated": 1, "unchanged": 1, "skipped": 0, "failed": 0}, + "changed_documents": [ + {"document_id": "doc-1", "relative_path": "reports/q3.pdf", "action": "created", "source_name": "Reports"}, + ], + "changed_document_ids": ["doc-1"], +} +SEARCH_WORKFLOW = { + **_sequence_workflow("search", [ + {"id": "collect", "name": "Collect", "instructions": "Collect facts."}, + {"id": "summarize", "name": "Summarize", "instructions": "Write a summary."}, + ], "halt", 0), + "task_prompt": "Run the sequence.", + "document_action": {"type": "search", "document_ids": ["doc-1"]}, + "file_sync": {"use_changed_documents": False, "sources": []}, +} +# Each case: the workflow, which runner calls fail, and the File Sync result applied first. +SEQUENCE_CASES = { + "two_tasks_succeed": ( + _sequence_workflow("two", [ + {"id": "gather", "name": "Gather", "instructions": "Gather this week's notes."}, + {"id": "summarize", "name": "Summarize", "instructions": "Summarize the notes."}, + ], "halt", 0), + set(), None, + ), + "first_attempt_fails_then_retry_succeeds": ( + _sequence_workflow("retry", [ + {"id": "gather", "name": "Gather", "instructions": "Gather this week's notes."}, + ], "halt", 1), + {1}, None, + ), + "failed_task_continues": ( + _sequence_workflow("continue", [ + {"id": "gather", "name": "Gather", "instructions": "Gather this week's notes."}, + {"id": "summarize", "name": "Summarize", "instructions": "Summarize the notes."}, + ], "continue", 1), + {1, 2}, None, + ), + "search_with_file_sync_context": (SEARCH_WORKFLOW, set(), FILE_SYNC_RESULT), + "unresolved_task_input_fails": ( + _sequence_workflow("unresolved", [ + {"id": "analyze", "name": "Analyze", "instructions": "Find the risks.", + "document_action": {"type": "analyze", "document_ids": ["doc-1"]}}, + ], "halt", 1), + set(), None, + ), +} + + +def _call_shape(args, kwargs): + return { + "execution_workflow": deepcopy(args[0]) if args else None, + "positional": [type(value).__name__ for value in args[1:]], + "keywords": {name: type(value).__name__ for name, value in sorted(kwargs.items())}, + } + + +def _capture_sequence(app, name): + workflow, failing_calls, file_sync_result = SEQUENCE_CASES[name] + calls = [] + + def dispatch(*args, **kwargs): + calls.append(_call_shape(args, kwargs)) + if len(calls) in failing_calls: + raise RuntimeError(f"Runner call {len(calls)} failed.") + return {"reply": f"Reply {len(calls)}", "token_usage": {"total_tokens": 7}} + + helpers, saved_items = app.load_runner_helpers(dispatch) + workflow = deepcopy(workflow) + if file_sync_result: + workflow = helpers["_apply_file_sync_context_to_workflow"](workflow, deepcopy(file_sync_result)) + result = _outcome(lambda: helpers["_execute_workflow_task_sequence"]( + workflow, dict(OFF), "conversation-1", "run-1", None, {}, actor_user_id=OWNER, + )) + return {"result": result, "dispatch_calls": _mask(calls), "saved_items": _mask(saved_items)} + + +def _settings(app): + return {**deepcopy(app.settings.get_settings() or {}), "allow_user_workflows": True, **OFF} + + +def _capture_personal(app, patch): + workflows = AtomicMemoryContainer("user_id") + settings = _settings(app) + patch.setattr(app.config, "cosmos_personal_workflows_container", workflows) + patch.setattr(app.personal, "cosmos_personal_workflows_container", workflows) + for module in (app.settings, app.personal): + patch.setattr(module, "get_settings", lambda *args, **kwargs: deepcopy(settings)) + + def latest(): + return deepcopy(next(iter(workflows.items.values()))) + + def save(payload): + return _outcome(lambda: app.personal.save_personal_workflow(OWNER, deepcopy(payload), actor_user_id=OWNER)) + + # The editor resends the same form with the workflow's id, as these updates do. + payload = { + "name": "Weekly ", "description": "Plain workflow", + "runner_type": "model", "trigger_type": "manual", "task_prompt": "Summarize the week.", + } + created = save(payload) + if not workflows.items: + return {"created": created} + payload = {**payload, "id": latest()["id"], "name": "Renamed"} + renamed = save(payload) + rescheduled = save({**payload, "trigger_type": "interval", "schedule": {"unit": "hours", "value": 24}}) + return {"created": created, "renamed": renamed, "rescheduled": rescheduled, "stored": _mask(latest())} + + +def _capture_group(app): + workflow = { + "name": "Team digest", "runner_type": "model", "trigger_type": "manual", + "task_prompt": "Summarize the team's week.", + } + return _outcome(lambda: app.groups.build_group_workflow_document( + GROUP, deepcopy(workflow), OWNER, {"userId": OWNER}, settings=_settings(app), + )) + + +def _capture_history(app): + workflow = {"id": "workflow-1", "user_id": OWNER} + summary = { + "contract_version": "workflow-result-v2", + "producer": {"workflow_id": "workflow-1", "run_id": "run-1", "task_id": "summarize"}, + "result_ref": {"sha256": "c" * 64}, + } + item = {"task_id": "summarize", "workflow_result": summary, "reply": "The summary.", + "response_preview": "The summary.", "output_summary": "1 answer", "error": ""} + run_record = {"id": "run-1", "task_results": [deepcopy(item)], "reply": "The summary."} + captured = {} + for name, readable in (("verified", True), ("withheld", False)): + def reader(*_args, readable=readable, **_kwargs): + if not readable: + raise PermissionError("source access lost") + captured[name] = _outcome(lambda reader=reader: app.saved_analysis.sanitize_workflow_analysis_history( + workflow, deepcopy(run_record), OWNER, items=[deepcopy(item)], result_reader=reader, + )) + return captured + + +def _capture(app): + captured = {"task_sequence": {name: _capture_sequence(app, name) for name in SEQUENCE_CASES}} + with pytest.MonkeyPatch.context() as patch: + captured["personal_save"] = _capture_personal(app, patch) + captured["group_build"] = _capture_group(app) + captured["history_redaction"] = _capture_history(app) + return captured + + +def _pretty(value): + return json.dumps(value, indent=2, sort_keys=True, ensure_ascii=False) + "\n" + + +@pytest.fixture(scope="module") +def app(): + with _app() as imported: + yield imported + + +@pytest.fixture(scope="module") +def captured(app): + return _capture(app) + + +@pytest.fixture(scope="module") +def golden(): + return json.loads(GOLDEN.read_text(encoding="utf-8")) + + +def test_the_golden_comes_from_the_base_commit(golden): + require(re.fullmatch(r"[0-9a-f]{40}", golden.get("captured_from") or ""), golden.get("captured_from")) + require(tuple(sorted(golden["captured"])) == tuple(sorted(SECTIONS)), sorted(golden["captured"])) + require(set(golden["captured"]["task_sequence"]) == set(SEQUENCE_CASES), "Every sequence case is pinned.") + for name, outcome in golden["captured"]["personal_save"].items(): + if name != "stored": + require("ok" in outcome, f"The base refused the plain personal {name} save: {outcome}") + require("ok" in golden["captured"]["group_build"], golden["captured"]["group_build"]) + + +@pytest.mark.parametrize("section", SECTIONS) +def test_workflows_without_a_saved_plan_match_the_base(captured, golden, section): + expected = _pretty(golden["captured"][section]) + actual = _pretty(captured[section]) + require(actual == expected, "".join(unified_diff( + expected.splitlines(True), actual.splitlines(True), "base", "branch", n=2, + ))) + + +@pytest.mark.parametrize("strategy", ("halt", "continue")) +def test_a_saved_plan_refuses_with_its_fixed_reason_while_off(app, strategy): + replay = importlib.import_module("functions_workflow_plan_replay") + calls = [] + + def dispatch(*args, **kwargs): + calls.append(args) + return {"reply": "A runner must never answer for a saved chat plan."} + + helpers, saved_items = app.load_runner_helpers(dispatch) + helpers.update({ + "workflow_unit": lambda _key, action, **_kwargs: action(), + "_raise_if_workflow_run_cancelled": lambda *_args, **_kwargs: None, + }) + workflow = { + "id": "workflow-replay", "name": "Repeat", "user_id": OWNER, "created_by": OWNER, + "runner_type": "model", "document_action": {"type": "none"}, + "tasks": [{"id": "replay", "name": replay.PLAN_REPLAY_TASK_NAME, "type": replay.PLAN_REPLAY_TASK_TYPE, + "instructions": "Replay the saved chat plan.", "plan_replay": {"plan_sha256": "a" * 64}}], + "error_handling": {"strategy": strategy, "retry_count": 2}, + } + settings = {"enable_chat_orchestration": True, "allow_user_workflows": True, **OFF} + expected = replay.REFUSAL_MESSAGES["replay_disabled"] + outcome = _outcome(lambda: helpers["_execute_workflow_task_sequence"]( + workflow, settings, "conversation-1", "run-1", None, {}, actor_user_id=OWNER, + )) + require(not calls, "No runner answers for a saved chat plan.") + if strategy == "halt": + # The run stops, and its failure carries the fixed reason the alert and inspector show. + require(outcome.get("error") == "RuntimeError", outcome) + require(expected in outcome.get("message", ""), outcome) + else: + result = outcome.get("ok") or {} + require(result.get("task_error_count") == 1, outcome) + require([task["status"] for task in result["task_results"]] == ["failed"], result) + final = [item for item in saved_items if item.get("status") == "failed"] + require(len(final) == 1, f"A refusal is recorded once and never retried: {saved_items}") + require(expected in str(final[0].get("error")), final[0].get("error")) + require("plan_replay" not in final[0], "A refused replay has no typed result.") + + +def test_the_setting_is_off_by_default_and_saves_only_a_real_true(app): + require(app.settings.get_settings().get("enable_workflow_plan_replay") is False, + "Plan replay is off until an admin turns it on.") + try: + for value, expected in (("true", False), (1, False), (None, False), (True, True)): + saved = app.settings.update_settings({"enable_workflow_plan_replay": value}) + require(saved, f"The setting wasn't saved for {value!r}.") + stored = app.settings.get_settings().get("enable_workflow_plan_replay") + require(stored is expected, f"{value!r} saved as {stored!r}.") + finally: + restored = app.settings.update_settings({"enable_workflow_plan_replay": False}) + require(restored, "The setting wasn't turned back off.") + + +def test_version_includes_plan_replay(): + assert_app_version_at_least("0.261.303") + + +def _write_golden(): + commit = subprocess.run( + ["git", "rev-parse", "HEAD"], cwd=ROOT, check=True, capture_output=True, text=True, + ).stdout.strip() + with _app() as imported: + captured = _capture(imported) + GOLDEN.write_text(_pretty({"captured_from": commit, "captured": captured}), encoding="utf-8") + print(f"Wrote {GOLDEN} from {commit}.") + + +if __name__ == "__main__": + if "--write-golden" in sys.argv: + _write_golden() + sys.exit(0) + sys.exit(pytest.main([__file__, "-q", "-p", "no:langsmith_plugin", "-p", "no:cacheprovider"])) From 8ff307ff807da5dbd0212ffee31749ddad09007c Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 13:33:01 -0400 Subject: [PATCH 21/41] Re-check orchestration and the admin capability list through the replay executor Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- .../test_workflow_plan_replay_execution.py | 10 ++++++++++ 1 file changed, 10 insertions(+) diff --git a/functional_tests/test_workflow_plan_replay_execution.py b/functional_tests/test_workflow_plan_replay_execution.py index 562ab3f4a..9f2f37f5c 100644 --- a/functional_tests/test_workflow_plan_replay_execution.py +++ b/functional_tests/test_workflow_plan_replay_execution.py @@ -458,6 +458,16 @@ def test_a_deleted_or_changed_workflow_stops_before_step_one(harness, replay): _refused(replay, lambda: _run( replay, harness, workflow, task, settings={**_settings(harness), "allow_user_workflows": False}, ), "personal_workflows_disabled") + _refused(replay, lambda: _run( + replay, harness, workflow, task, settings={**_settings(harness), "enable_chat_orchestration": False}, + ), "orchestration_disabled") + with pytest.raises(replay.PlanReplayRefused) as removed: + _run(replay, harness, workflow, task, + settings={**_settings(harness), "chat_orchestration_enabled_capabilities": ["document_search"]}) + require(removed.value.code == "capability_unavailable", removed.value.code) + require(removed.value.public_message.startswith("Step 1 (") + and "is turned off or no longer available" in removed.value.public_message, + removed.value.public_message) require(harness.runs.items == runs_before, "Nothing runs once the workflow is gone or changed.") require(len(harness.model_calls) == calls_before, "No model call happens before re-authorization.") From dfc2b3b6086cb86f72392aaaead3afe998101af7 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 13:38:19 -0400 Subject: [PATCH 22/41] Check the chat cadence floor when a saved plan's schedule is saved again Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- functional_tests/test_workflow_plan_replay_routes.py | 7 +++++++ 1 file changed, 7 insertions(+) diff --git a/functional_tests/test_workflow_plan_replay_routes.py b/functional_tests/test_workflow_plan_replay_routes.py index b4c49ab84..262ea169d 100644 --- a/functional_tests/test_workflow_plan_replay_routes.py +++ b/functional_tests/test_workflow_plan_replay_routes.py @@ -466,6 +466,13 @@ def test_the_frozen_plan_stays_read_only_through_the_ordinary_save(h): require(saved["tasks"][0]["type"] == h.replay.PLAN_REPLAY_TASK_TYPE, "The task keeps its type.") require(saved["tasks"][0]["plan_replay"]["plan_sha256"] == original["plan_sha256"], "The plan is unchanged.") + # The chat-workflow cadence floor applies every time the schedule is saved, not only at creation. + faster = json.loads(json.dumps(saved)) + faster["schedule"] = {"unit": "minutes", "value": 5} + cadence_error = importlib.import_module("functions_workflow_definitions").WorkflowCadenceError + with pytest.raises(cadence_error): + h.personal.save_personal_workflow(OWNER, faster, actor_user_id=OWNER) + tampered = json.loads(json.dumps(stored(h)[0])) tampered["tasks"][0]["plan_replay"]["frozen_plan"]["steps"][0]["arguments"]["instruction"] = "Email everyone." with pytest.raises(h.replay.PlanReplaySaveError) as caught: From 687972148c26054ff52b2f736b6a494a4491227d Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 13:40:36 -0400 Subject: [PATCH 23/41] Re-check a stored plan for a user question before every replay run Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- .../single_app/functions_workflow_plan_replay.py | 3 +++ functional_tests/test_workflow_plan_replay_freeze.py | 11 +++++++++++ 2 files changed, 14 insertions(+) diff --git a/application/single_app/functions_workflow_plan_replay.py b/application/single_app/functions_workflow_plan_replay.py index a5445a9e0..47bb61046 100644 --- a/application/single_app/functions_workflow_plan_replay.py +++ b/application/single_app/functions_workflow_plan_replay.py @@ -360,6 +360,9 @@ def authorize_plan_replay_run(workflow, task, settings): _refuse('plan_hash_mismatch') if normalize_plan_contract(frozen_plan) != frozen_plan: _refuse('plan_hash_mismatch') + if _contains_elicitation_marker(frozen_plan) or _contains_elicitation_marker(frozen_seeds): + # Freezing refuses a plan that asked a question; a stored one is refused again before step 1. + _refuse('elicitation_not_replayable') refusals = classify_plan_steps(frozen_plan) if refusals: _refuse(refusals[0]['code'], refusals) diff --git a/functional_tests/test_workflow_plan_replay_freeze.py b/functional_tests/test_workflow_plan_replay_freeze.py index 6249c44f6..2d4f34cc0 100644 --- a/functional_tests/test_workflow_plan_replay_freeze.py +++ b/functional_tests/test_workflow_plan_replay_freeze.py @@ -450,6 +450,17 @@ def test_a_stored_role_gated_step_is_refused_before_step_one(replay): "role_required") +def test_a_stored_plan_that_asks_a_question_is_refused_before_step_one(replay): + # Normalizing keeps step arguments, so a question reference there survives into a stored plan. + in_plan = _task(replay) + in_plan["plan_replay"]["frozen_plan"]["steps"][0]["arguments"]["elicitation_ref"] = "q-1" + in_seeds = _task(replay) + in_seeds["plan_replay"]["frozen_seeds"]["elicitation_references"] = ["q-1"] + for task in (in_plan, in_seeds): + _refused(replay, lambda: replay.authorize_plan_replay_run(_workflow(), _rehash(replay, task), REPLAY_SETTINGS), + "elicitation_not_replayable") + + def test_manual_and_scheduled_runs_are_allowed_the_same_capabilities(replay, monkeypatch): require(list(inspect.signature(replay.authorize_plan_replay_run).parameters) == ["workflow", "task", "settings"], "Run authorization never takes the trigger's roles.") From 21776dc139c4e664804c9f777aff403fd8f715ee Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 14:05:48 -0400 Subject: [PATCH 24/41] Run plan replay workflows under the durable workflow lease Correct the builder to durable_execution True per the approved plan. The runner numbers replay attempts from the durable unit so a restarted worker never reuses a dead attempt's orchestration identity, and marks the replay unit replay-safe. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- application/single_app/functions_workflow_plan_replay.py | 4 +++- application/single_app/functions_workflow_runner.py | 9 ++++++++- functional_tests/test_workflow_plan_replay_routes.py | 2 +- 3 files changed, 12 insertions(+), 3 deletions(-) diff --git a/application/single_app/functions_workflow_plan_replay.py b/application/single_app/functions_workflow_plan_replay.py index 47bb61046..9f5b5530a 100644 --- a/application/single_app/functions_workflow_plan_replay.py +++ b/application/single_app/functions_workflow_plan_replay.py @@ -672,7 +672,9 @@ def _workflow_payload_from_body(body, request): 'task_prompt': request, 'definition_version': 2, 'runner_type': 'model', - 'durable_execution': False, + # Every run holds the workflow's durable lease, so the scheduler and a worker restart + # resume the same run instead of starting a second replay. + 'durable_execution': True, 'trigger_type': trigger_type, 'is_enabled': body.get('enabled') is True or body.get('is_enabled') is True, 'schedule': schedule or {}, diff --git a/application/single_app/functions_workflow_runner.py b/application/single_app/functions_workflow_runner.py index a9a2b5bd3..dba930993 100644 --- a/application/single_app/functions_workflow_runner.py +++ b/application/single_app/functions_workflow_runner.py @@ -11252,10 +11252,17 @@ def raise_if_cancelled(): task_unit_key, lambda: execute_plan_replay_task( workflow, task, settings, conversation_id=conversation_id, run_id=run_id, - actor_user_id=actor_id, attempt=attempt_index, + actor_user_id=actor_id, + # A durable run numbers attempts across worker restarts, so a resumed + # attempt never reuses the identity a dead worker left behind. + attempt=(durable.unit(task_unit_key)['attempt'] if durable is not None + else attempt_index), check_cancelled=lambda: _raise_if_workflow_run_cancelled(workflow, run_id), ), inputs={'task': task}, + # The replay has no external effects and reconciles the attempt before it, + # so a run a dead worker left behind retries instead of pausing for review. + replay_safe=True, ) attempt_workflow = {**workflow, 'consumed_inputs': []} runner_audit = {'requested_mode': PLAN_REPLAY_TASK_TYPE, 'resolved_type': PLAN_REPLAY_TASK_TYPE} diff --git a/functional_tests/test_workflow_plan_replay_routes.py b/functional_tests/test_workflow_plan_replay_routes.py index 262ea169d..12f2822bb 100644 --- a/functional_tests/test_workflow_plan_replay_routes.py +++ b/functional_tests/test_workflow_plan_replay_routes.py @@ -261,7 +261,7 @@ def test_saving_creates_one_paused_personal_workflow_that_repeats_the_frozen_pla require(workflow["id"] == body["workflow"]["id"], "The response names the stored workflow.") require(workflow["user_id"] == OWNER and workflow.get("created_by") == OWNER, "The creator owns it.") require(not workflow.get("group_id") and workflow.get("is_enabled") is False, "It is personal and paused.") - require(workflow.get("durable_execution") is False, "A replay workflow is not durable in this slice.") + require(workflow.get("durable_execution") is True, "A replay workflow runs under the durable workflow lease.") require(workflow["name"] == HOSTILE_NAME[:120], "The name is stored as data.") require(workflow["schedule"].get("unit") == "hours" and workflow["schedule"].get("value") == 24, str(workflow)) origin = workflow.get("origin") or {} From 33e1069431c9508df2a98791c04a774232c80f4f Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 14:17:49 -0400 Subject: [PATCH 25/41] Reconcile earlier replay attempts and settle stopped ones A durable restart re-enters the replay task with the next attempt number. Before starting, the executor now settles every earlier attempt of the same task: a completed run of the same frozen plan is adopted rather than replayed, a run whose worker died is marked failed (ownership_lost) by CAS and fenced, and a run that still holds a live lease is asked to stop and fenced, failing this attempt cleanly after one lease period rather than taking the lease over. Each attempt also settles its own orchestration run when its worker has stopped without completing it (claim failure, execution error, non-completed final status, and the cancel, budget and lease-loss paths after the stop grace), since the orchestration scheduler leaves replay runs to the workflow. CAS reads use the raw ETag-bearing record. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- .../functions_workflow_plan_replay.py | 249 ++++++++++++++++-- 1 file changed, 225 insertions(+), 24 deletions(-) diff --git a/application/single_app/functions_workflow_plan_replay.py b/application/single_app/functions_workflow_plan_replay.py index 9f5b5530a..346874b20 100644 --- a/application/single_app/functions_workflow_plan_replay.py +++ b/application/single_app/functions_workflow_plan_replay.py @@ -22,6 +22,7 @@ import uuid from copy import deepcopy from datetime import datetime, timezone +from functools import partial from azure.cosmos import exceptions from functions_appinsights import log_event @@ -925,13 +926,190 @@ def _safe_error_code(error): return 'replay_execution_failed' +def _completed_replay_result(orch_run_id, final_record, conversation_id, read_message): + from functions_orchestration_checkpoints import orchestration_answer_message_id + + answer_message = None + try: + answer_message = (read_message or _read_message)(orchestration_answer_message_id(orch_run_id), conversation_id) + except exceptions.CosmosResourceNotFoundError: + answer_message = None + value = build_plan_replay_result(final_record, answer_message) + return { + 'reply': value['final_response']['text'], + 'authoritative_result': {'kind': 'json', 'value': value}, + 'plan_replay': plan_replay_run_item_projection(value), + } + + +def _read_raw_run(run_id, user_id, conversation_id): + """Read an owned orchestration run with its ETag for a conditional write, or None if absent.""" + from functions_orchestration_plan_revisions import PlanRevisionError, read_revision_run + + try: + return read_revision_run(run_id, user_id, conversation_id) + except PlanRevisionError as exc: + if getattr(exc, 'code', '') == 'not_found': + return None + raise + + +def _read_prior_attempt(read_run, prior_id, prior, *, user_id, conversation_id, run_id, task_id, required=True): + record = read_run(prior_id, user_id, conversation_id) + if not record: + if required: + raise PlanReplayRefused('replay_execution_failed') + return None + marker = record.get('workflow_replay') if isinstance(record.get('workflow_replay'), dict) else {} + if ( + str(record.get('user_id') or '') != str(user_id) + or record.get('conversation_id') != conversation_id + or marker.get('workflow_run_id') != run_id + or marker.get('task_id') != task_id + or marker.get('attempt') != prior + ): + raise PlanReplayRefused('replay_execution_failed') + return record + + +def _settle_open_run(read, replace, failure_code, *, own_token=None): + """Mark an orchestration run that no worker drives any more as failed, by CAS. + + A run whose lease is still live is returned untouched unless the lease is ``own_token``, + the stopped worker's own: a live lease is never taken over. Returns the latest record. + """ + from functions_orchestration_recovery import _TERMINAL, _live, _replace + from functions_orchestration_schema import build_failure + + failure = build_failure(failure_code) + for _ in range(8): + record = read() + if not record or record.get('status') in _TERMINAL: + return record + if _live(record) and (own_token is None or (record.get('execution_lease') or {}).get('token') != own_token): + return record + try: + settled = (replace or _replace)(record, { + 'status': 'failed', 'outcome': 'failed', 'failure': failure, 'error': failure['message'], + 'execution_lease': None, 'completed_at': _iso(_utc_now()), 'recovery_version': uuid.uuid4().hex, + }) + except exceptions.CosmosAccessConditionFailedError: + continue + log_event( + '[WORKFLOW_PLAN_REPLAY] Settled a replay orchestration run no worker is driving.', + extra={'orchestration_run_id': record.get('id'), 'failure_code': failure['code']}, + level=logging.WARNING, + ) + return settled + raise PlanReplayRefused('replay_execution_failed') + + +def _settle_stopped_attempt( + orch_run_id, worker, failure_code, *, user_id, conversation_id, read_run, replace_record, fence, + msg_container, +): + """Once this attempt's worker has stopped, nothing else will finish its orchestration run. + + The orchestration scheduler leaves replay runs to the workflow, so a failed attempt settles + its own run rather than leave it open. A worker that is still alive was asked to stop and is + fenced; it finalizes its own run. Errors are logged so the original refusal still surfaces. + """ + thread = worker.get('thread') + if thread is not None and thread.is_alive(): + return + lease = worker.get('lease') + try: + if lease is not None: + lease.close() + settled = _settle_open_run( + partial(read_run, orch_run_id, user_id, conversation_id), replace_record, failure_code, + own_token=getattr(lease, 'token', None), + ) + if settled and settled.get('status') != 'completed' and not worker.get('fenced'): + fence(settled, msg_container) + except Exception as exc: + log_event( + '[WORKFLOW_PLAN_REPLAY] A stopped replay attempt could not be settled.', + extra={'orchestration_run_id': orch_run_id, 'error_type': type(exc).__name__}, + level=logging.ERROR, + ) + + +def _reconcile_prior_attempts( + *, run_id, task_id, attempt, user_id, conversation_id, plan_sha256, read_run, authorize, + request_cancel, fence, replace_record, msg_container, check_cancelled, time_source, poll_seconds, + reconcile_seconds, +): + """Settle every earlier attempt of this task before the next one starts. + + A durable restart re-enters the task with the next attempt number. An earlier attempt's + orchestration run may have completed, failed, or been left running by a worker that died. + A completed run of the same frozen plan is adopted, not repeated. Anything still open is + settled and fenced, so a task never has two live orchestration runs or a stale running one. + A run whose lease is still live is asked to stop but never taken over: if it does not stop + within one lease period, this attempt fails cleanly. Returns ``(run_id, record)`` to adopt. + """ + from functions_orchestration_checkpoints import CheckpointError + from functions_orchestration_plan_revisions import PlanRevisionError + from functions_orchestration_recovery import HEARTBEAT_SECONDS, LEASE_SECONDS, RecoveryError, _TERMINAL, _live + from functions_workflow_execution import assert_workflow_execution_owned + + bound = LEASE_SECONDS + HEARTBEAT_SECONDS if reconcile_seconds is None else reconcile_seconds + scope = {'user_id': user_id, 'conversation_id': conversation_id, 'run_id': run_id, 'task_id': task_id} + adopted = None + for prior in range(max(0, int(attempt or 0))): + prior_id = _deterministic_id('run', run_id, task_id, prior, 'run') + try: + record = _read_prior_attempt(read_run, prior_id, prior, required=False, **scope) + if record is None: + continue + deadline = time_source() + bound + while record.get('status') not in _TERMINAL: + if not _live(record): + record = _settle_open_run( + partial(_read_prior_attempt, read_run, prior_id, prior, **scope), + replace_record, 'ownership_lost', + ) + continue + if not record.get('cancellation_requested_at'): + record = request_cancel(prior_id, user_id, conversation_id, authorize) or record + fence(record, msg_container) + (check_cancelled or assert_workflow_execution_owned)() + if time_source() >= deadline: + log_event( + '[WORKFLOW_PLAN_REPLAY] An earlier replay attempt still holds a live lease.', + extra={'workflow_run_id': run_id, 'orchestration_run_id': prior_id}, + level=logging.WARNING, + ) + raise PlanReplayRefused('replay_execution_failed') + time.sleep(max(0.01, float(poll_seconds))) + record = _read_prior_attempt(read_run, prior_id, prior, **scope) + if record.get('status') == 'completed': + if (record.get('workflow_replay') or {}).get('plan_sha256') != plan_sha256: + raise PlanReplayRefused('replay_execution_failed') + adopted = (prior_id, record) + else: + fence(record, msg_container) + except (CheckpointError, PlanRevisionError, RecoveryError) as exc: + log_event( + '[WORKFLOW_PLAN_REPLAY] An earlier replay attempt could not be settled.', + extra={ + 'workflow_run_id': run_id, 'orchestration_run_id': prior_id, + 'error_code': getattr(exc, 'code', ''), 'error_type': type(exc).__name__, + }, + level=logging.WARNING, + ) + raise PlanReplayRefused('replay_execution_failed') from exc + return adopted + + def execute_plan_replay_task( workflow, task, settings, *, conversation_id, run_id, actor_user_id, attempt=0, user_message_id=None, now=None, clock=None, max_seconds=PLAN_REPLAY_MAX_SECONDS, poll_seconds=PLAN_REPLAY_POLL_SECONDS, read_conversation=None, read_message=None, read_workflow_run=None, create_run=None, claim_run=None, prepare_execution=None, get_run=None, request_cancel=None, fence=None, message_container=None, load_workflow=None, - check_cancelled=None, + check_cancelled=None, replace_record=None, reconcile_seconds=None, read_run=None, ): workflow = workflow if isinstance(workflow, dict) else {} task = task if isinstance(task, dict) else {} @@ -984,7 +1162,30 @@ def execute_plan_replay_task( creator = create_run or create_orchestration_run claimer = claim_run or claim_plan_run get_record = get_run or get_orchestration_run + read_raw = read_run or _read_raw_run + fence_run = fence or fence_publication msg_container = message_container or _message_container() + time_source = clock or time.monotonic + + def authorize(): + _verify_workflow_conversation( + workflow, conversation_id, user_id, provenance.get('source_conversation_id') or '', + read_conversation=read_conversation, + ) + + adopted = _reconcile_prior_attempts( + run_id=run_id, task_id=task_id, attempt=attempt, user_id=user_id, conversation_id=conversation_id, + plan_sha256=ctx['plan_sha256'], read_run=read_raw, authorize=authorize, + request_cancel=request_cancel or request_cancellation, fence=fence_run, + replace_record=replace_record, msg_container=msg_container, check_cancelled=check_cancelled, + time_source=time_source, poll_seconds=poll_seconds, reconcile_seconds=reconcile_seconds, + ) + if adopted is not None: + log_event( + '[WORKFLOW_PLAN_REPLAY] Adopted a completed earlier attempt instead of replaying again.', + extra={'workflow_id': workflow.get('id'), 'workflow_run_id': run_id, 'orchestration_run_id': adopted[0]}, + ) + return _completed_replay_result(adopted[0], adopted[1], conversation_id, read_message) record = creator( executable_plan, user_id, @@ -1009,10 +1210,12 @@ def execute_plan_replay_task( }}, ) - def authorize(): - _verify_workflow_conversation( - workflow, conversation_id, user_id, provenance.get('source_conversation_id') or '', - read_conversation=read_conversation, + stopped = {} + + def settle(failure_code): + _settle_stopped_attempt( + orch_run_id, stopped, failure_code, user_id=user_id, conversation_id=conversation_id, + read_run=read_raw, replace_record=replace_record, fence=fence_run, msg_container=msg_container, ) try: @@ -1029,6 +1232,7 @@ def authorize(): }, level=logging.WARNING, ) + settle('execution_interrupted') raise PlanReplayRefused('replay_execution_failed') from exc lease = ExecutionLease(claimed, authorize, message_container=msg_container) from functions_orchestration_execution import HarnessExecutionError, prepare_harness_execution @@ -1050,8 +1254,8 @@ def worker(): execution_error['error'] = exc thread = threading.Thread(target=worker, name=f'plan-replay-{orch_run_id}', daemon=True) + stopped.update({'thread': thread, 'lease': lease}) thread.start() - time_source = clock or time.monotonic deadline = time_source() + max_seconds def cancel_and_fence(): @@ -1062,7 +1266,8 @@ def cancel_and_fence(): ) finally: try: - (fence or fence_publication)(latest or record, msg_container) + fence_run(latest or record, msg_container) + stopped['fenced'] = True except Exception as exc: log_event( '[WORKFLOW_PLAN_REPLAY] Publication fence failed during cancellation.', @@ -1078,12 +1283,18 @@ def cancel_and_fence(): # The runner passes its cancel check, which also asserts a durable run's lease. (check_cancelled or assert_workflow_execution_owned)() except BaseException: - cancel_and_fence() - thread.join(timeout=PLAN_REPLAY_STOP_GRACE_SECONDS) + try: + cancel_and_fence() + finally: + thread.join(timeout=PLAN_REPLAY_STOP_GRACE_SECONDS) + settle('execution_interrupted') raise if time_source() >= deadline: - cancel_and_fence() - thread.join(timeout=PLAN_REPLAY_STOP_GRACE_SECONDS) + try: + cancel_and_fence() + finally: + thread.join(timeout=PLAN_REPLAY_STOP_GRACE_SECONDS) + settle('run_timeout') raise PlanReplayRefused('replay_budget_exceeded') if execution_error: error = execution_error['error'] @@ -1097,6 +1308,7 @@ def cancel_and_fence(): }, level=logging.ERROR, ) + settle('execution_interrupted') raise PlanReplayRefused(code) from error final_record = get_record(orch_run_id, user_id, conversation_id, strict=True) if not final_record or final_record.get('status') != 'completed': @@ -1110,20 +1322,9 @@ def cancel_and_fence(): }, level=logging.ERROR, ) + settle('execution_interrupted') raise PlanReplayRefused('replay_execution_failed') - from functions_orchestration_checkpoints import orchestration_answer_message_id - - answer_message = None - try: - answer_message = (read_message or _read_message)(orchestration_answer_message_id(orch_run_id), conversation_id) - except exceptions.CosmosResourceNotFoundError: - answer_message = None - value = build_plan_replay_result(final_record, answer_message) - return { - 'reply': value['final_response']['text'], - 'authoritative_result': {'kind': 'json', 'value': value}, - 'plan_replay': plan_replay_run_item_projection(value), - } + return _completed_replay_result(orch_run_id, final_record, conversation_id, read_message) def plan_replay_run_item_projection(value): From 71dffe078ff8918af621cfa051569ac0b7a53ed6 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 14:28:04 -0400 Subject: [PATCH 26/41] Test that running a replay workflow queues one durable run Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- .../test_workflow_plan_replay_routes.py | 54 +++++++++++++++++-- 1 file changed, 51 insertions(+), 3 deletions(-) diff --git a/functional_tests/test_workflow_plan_replay_routes.py b/functional_tests/test_workflow_plan_replay_routes.py index 12f2822bb..3bdbc1f7b 100644 --- a/functional_tests/test_workflow_plan_replay_routes.py +++ b/functional_tests/test_workflow_plan_replay_routes.py @@ -139,12 +139,13 @@ def current_settings(): ) -def login(h, *, user_id=OWNER, roles=("User",)): - serializer = h.app.session_interface.get_signing_serializer(h.app) +def login(h, *, user_id=OWNER, roles=("User",), app=None, client=None): + app, client = app or h.app, client or h.client + serializer = app.session_interface.get_signing_serializer(app) cookie = serializer.dumps({ "user": {"oid": user_id, "roles": list(roles), "tid": TENANT, "preferred_username": EMAIL}, }) - h.client.set_cookie(h.app.config["SESSION_COOKIE_NAME"], cookie) + client.set_cookie(app.config["SESSION_COOKIE_NAME"], cookie) def _step(capability_id, number=1, title=None, **arguments): @@ -289,6 +290,53 @@ def test_saving_can_turn_the_workflow_on_when_the_creator_chooses(h): require(status == 201 and stored(h)[0]["is_enabled"] is True, f"{status} {body}") +def test_running_a_saved_replay_workflow_queues_one_durable_run_for_its_creator(h, monkeypatch): + routes = importlib.import_module("route_backend_workflows") + seed_run(h) + login(h) + status, body = save_previewed(h) + require(status == 201, f"{status} {body}") + workflow_id = body["workflow"]["id"] + queued = [] + + def queue(workflow, **kwargs): + queued.append({"workflow": deepcopy(workflow), **kwargs}) + return {"success": True, "workflow": deepcopy(workflow), "run": { + "id": "workflow-run-1", "workflow_id": workflow["id"], "status": "queued", "success": None, + "durable_execution": True, "started_at": None, "completed_at": None, "actor_user_id": OWNER, + }} + + def run_in_request(*args, **kwargs): + raise AssertionError("A durable replay workflow never runs inside the request.") + + monkeypatch.setattr(routes, "queue_durable_workflow_run", queue) + monkeypatch.setattr(routes, "run_personal_workflow", run_in_request) + # The production registration: the workflow routes behind the user Blueprint guard. + app = Flask("workflow_plan_replay_run") + app.config.update(TESTING=True, SECRET_KEY=h.app.config["SECRET_KEY"]) + blueprint = Blueprint("backend_workflows", __name__) + blueprint.before_request(h.modules.auth.user_required_blueprint()) + routes.register_route_backend_workflows(blueprint) + app.register_blueprint(blueprint) + client = Client(app, Response) + login(h, app=app, client=client) + + response = client.post(f"/api/user/workflows/{workflow_id}/run", json={}) + payload = response.get_json() + require(response.status_code == 202, f"A replay run is queued, not run inline: {response.status_code} {payload}") + require(payload["run"] == { + "id": "workflow-run-1", "workflow_id": workflow_id, "status": "queued", "success": None, + "durable_execution": True, "started_at": None, "completed_at": None, + }, f"Only the public run fields come back: {payload['run']}") + require(len(queued) == 1, f"Exactly one durable run is queued: {queued}") + call = queued[0] + require(call["actor_user_id"] == OWNER and call.get("request_id") is None, f"The creator is the actor: {call}") + require(set(call) == {"workflow", "actor_user_id", "request_id"}, f"No other identity is passed: {call}") + require(call["workflow"]["id"] == workflow_id and call["workflow"]["durable_execution"] is True, + "The stored durable workflow is the one queued.") + require(call["workflow"]["tasks"][0]["type"] == h.replay.PLAN_REPLAY_TASK_TYPE, str(call["workflow"]["tasks"])) + + @pytest.mark.parametrize("plan_sha256", [None, "", "0" * 64, "not-a-hash"]) def test_saving_needs_the_previewed_hash(h, plan_sha256): seed_run(h) From 999a5d4f54e13e82657748be5f83f9b80d90cf78 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 14:40:10 -0400 Subject: [PATCH 27/41] Test durable replay leases, crash reconciliation and self-settle Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- .../test_workflow_plan_replay_execution.py | 291 +++++++++++++++--- 1 file changed, 249 insertions(+), 42 deletions(-) diff --git a/functional_tests/test_workflow_plan_replay_execution.py b/functional_tests/test_workflow_plan_replay_execution.py index 9f2f37f5c..d6405927a 100644 --- a/functional_tests/test_workflow_plan_replay_execution.py +++ b/functional_tests/test_workflow_plan_replay_execution.py @@ -15,6 +15,7 @@ Checks raise AssertionError explicitly so they still run under ``python -O``. """ +import hashlib import importlib import json import sys @@ -39,6 +40,7 @@ WORKFLOW_RUN = "wf-run-1" WORKFLOW_TURN = "workflow-turn-1" TASK_ID = "task-1" +UNIT_KEY = f"task:{TASK_ID}" NOW = datetime(2026, 9, 28, 13, 0, tzinfo=timezone.utc) FROZEN_INSTRUCTION = "Prepare the complete requested content." REPLAY_SETTINGS = { @@ -118,8 +120,8 @@ def _run(replay, harness, workflow, task, **overrides): return replay.execute_plan_replay_task(workflow, task, settings, **kwargs) -def _replay_run_id(replay): - return replay._deterministic_id("run", WORKFLOW_RUN, TASK_ID, 0, "run") +def _replay_run_id(replay, attempt=0): + return replay._deterministic_id("run", WORKFLOW_RUN, TASK_ID, attempt, "run") def _partition(container, partition): @@ -151,18 +153,19 @@ def _require_cancelled_and_fenced(harness, run_id): require(record.get("cancellation_requested_at"), "The orchestration run must be cancelled.") require(record.get("cancellation_requested_by") == OWNER, "The creator cancels the replay.") require(record.get("status") != "completed", "A cancelled replay never completes.") + _require_fenced(harness, run_id) + published = json.dumps(list(_partition(harness.messages, WORKFLOW_CONVERSATION).values()), default=str) + require(LATE_TEXT not in published, "The late model output must never be published.") + + +def _require_fenced(harness, run_id): guards = [ message for (partition, _), message in harness.messages.items.items() if partition == WORKFLOW_CONVERSATION and message.get("run_id") == run_id and (message.get("metadata") or {}).get("orchestration_publication_guard") ] - require(guards and all(guard.get("token") is None for guard in guards), "Publication must be fenced.") - require( - (WORKFLOW_CONVERSATION, _answer_id(run_id)) not in harness.messages.items, - "Nothing is published after a cancel.", - ) - published = json.dumps(list(_partition(harness.messages, WORKFLOW_CONVERSATION).values()), default=str) - require(LATE_TEXT not in published, "The late model output must never be published.") + require(guards and all(guard.get("token") is None for guard in guards), f"{run_id} must be fenced.") + require((WORKFLOW_CONVERSATION, _answer_id(run_id)) not in harness.messages.items, f"{run_id} never publishes.") class BlockingReply: @@ -235,6 +238,95 @@ def __call__(self): return self.now +class SavedResults: + """Content-addressed JSON storage standing in for the durable unit's result store.""" + + def __init__(self): + self.contents = {} + + def save(self, workflow, run_id, task_id, payload, **kwargs): + content = json.dumps(payload, ensure_ascii=True, allow_nan=False, sort_keys=True) + digest = hashlib.sha256(content.encode("ascii")).hexdigest() + self.contents[digest] = content + return {"task_id": task_id, "size_bytes": len(content), "sha256": digest} + + def load(self, workflow, run_id, task_id, reference): + return json.loads(self.contents[reference["sha256"]]) + + +class ProcessDied(BaseException): + """A worker process that stops without running any cleanup.""" + + +def _dying_claim(*args, **kwargs): + importlib.import_module("functions_orchestration_plan_revisions").claim_plan_run(*args, **kwargs) + raise ProcessDied() + + +def _runtime_store(clock): + store = importlib.import_module("functions_workflow_runtime_store").WorkflowRuntimeStore( + RuntimeContainer(), {"id": WORKFLOW_ID, "user_id": OWNER, "durable_execution": True}, WORKFLOW_RUN, + clock=clock, + ) + store.initialize( + snapshot_ref={"storage": "cosmos", "schema_version": 1, "sha256": "a" * 64, "size_bytes": 100, + "chunk_count": 1}, + definition_revision="b" * 64, actor_user_id=OWNER, request_id="request-one", + ) + return store + + +def _durable_execution(store, lease, results, polls=None): + execution = importlib.import_module("functions_workflow_execution").DurableWorkflowExecution( + store, lease, {"id": WORKFLOW_ID, "user_id": OWNER}, WORKFLOW_RUN, + save_result=results.save, load_result=results.load, + ) + if polls is not None: + original_check = execution.check + + def counting_check(): + current = original_check() + polls["ok"] += 1 + return current + + execution.check = counting_check + return execution + + +def _durable_replay(replay, harness, workflow, task, **overrides): + """Run the replay as the runner does: one replay-safe unit numbered by its durable attempt.""" + durable = importlib.import_module("functions_workflow_execution") + execution = durable.current_workflow_execution() + + def operation(): + kwargs = {"check_cancelled": None, **overrides, "attempt": execution.unit(UNIT_KEY)["attempt"]} + return _run(replay, harness, workflow, task, **kwargs) + + return durable.workflow_unit(UNIT_KEY, operation, inputs={"task": task}, replay_safe=True) + + +def _renew_past_the_ttl(store, clock, polls): + """Advance the store clock past one lease TTL while the heartbeat and the join keep up.""" + store_module = importlib.import_module("functions_workflow_runtime_store") + + def expires_at(): + return store_module._parse_timestamp(store.read()["lease"]["expires_at"]) + + for _ in range(3): + clock.now += timedelta(seconds=20) + target = clock.now + timedelta(seconds=store_module.DEFAULT_LEASE_SECONDS) + _wait_for(lambda: expires_at() >= target, "The heartbeat must renew the workflow lease.") + seen = polls["ok"] + _wait_for(lambda: polls["ok"] > seen, "The join must confirm ownership after each renewal.") + + +def _replay_runs(harness): + return { + record["id"]: record for record in _partition(harness.runs, WORKFLOW_CONVERSATION).values() + if (record.get("workflow_replay") or {}).get("workflow_run_id") == WORKFLOW_RUN + } + + def test_version_includes_plan_replay(): assert_app_version_at_least("0.261.303") @@ -539,29 +631,13 @@ def test_a_lost_workflow_lease_cancels_and_fences_the_replay(harness, replay): store_module = importlib.import_module("functions_workflow_runtime_store") durable = importlib.import_module("functions_workflow_execution") clock = RuntimeClock() - store = store_module.WorkflowRuntimeStore( - RuntimeContainer(), {"id": WORKFLOW_ID, "user_id": OWNER, "durable_execution": True}, WORKFLOW_RUN, - clock=clock, - ) - store.initialize( - snapshot_ref={"storage": "cosmos", "schema_version": 1, "sha256": "a" * 64, "size_bytes": 100, - "chunk_count": 1}, - definition_revision="b" * 64, actor_user_id=OWNER, request_id="request-one", - ) + store = _runtime_store(clock) gate, fenced, problems, polls, joined = BlockingReply(), [], [], {"ok": 0}, [] renewed = threading.Event() - def expires_at(): - return store_module._parse_timestamp(store.read()["lease"]["expires_at"]) - def renewing_reply(): try: - for _ in range(3): - clock.now += timedelta(seconds=20) - target = clock.now + timedelta(seconds=store_module.DEFAULT_LEASE_SECONDS) - _wait_for(lambda: expires_at() >= target, "The heartbeat must renew the workflow lease.") - seen = polls["ok"] - _wait_for(lambda: polls["ok"] > seen, "The join must confirm ownership after each renewal.") + _renew_past_the_ttl(store, clock, polls) renewed.set() clock.now += timedelta(minutes=5) except BaseException as exc: @@ -571,22 +647,10 @@ def renewing_reply(): harness.replies = [renewing_reply] with pytest.raises(store_module.WorkflowRuntimeConflict): with store_module.WorkflowRuntimeLease(store, owner_id="replay-worker", heartbeat_seconds=0.02) as lease: - execution = durable.DurableWorkflowExecution( - store, lease, {"id": WORKFLOW_ID, "user_id": OWNER}, WORKFLOW_RUN, - save_result=lambda *args, **kwargs: None, load_result=lambda *args, **kwargs: None, - ) - original_check = execution.check - - def counting_check(): - current = original_check() - polls["ok"] += 1 - return current - - execution.check = counting_check + execution = _durable_execution(store, lease, SavedResults(), polls) with durable.workflow_execution_scope(execution): try: - _run(replay, harness, _workflow(task), task, check_cancelled=None, - fence=_releasing_fence(gate, fenced)) + _durable_replay(replay, harness, _workflow(task), task, fence=_releasing_fence(gate, fenced)) except store_module.WorkflowRuntimeConflict as exc: joined.append(exc) raise @@ -594,9 +658,11 @@ def counting_check(): require(problems == [], f"The renewal phase failed: {problems}") require(renewed.is_set(), "The lease outlived its first expiry because the heartbeat renewed it.") require(joined and joined[0].code == "ownership_lost", f"The join stops on a lost lease: {joined}") - run_id = _replay_run_id(replay) + run_id = _replay_run_id(replay, 1) require(fenced == [run_id], f"A lost lease fences the replay's publication: {fenced}") _require_cancelled_and_fenced(harness, run_id) + unit = store.read()["units"][UNIT_KEY] + require(unit.get("state") == "running" and unit.get("attempt") == 1, f"The lost unit stays claimable: {unit}") def test_executor_failures_map_to_fixed_codes(harness, replay): @@ -623,5 +689,146 @@ def prepare(claimed, **kwargs): require(len(harness.model_calls) == calls_before, "A re-entered attempt never runs a second time.") +def test_a_durable_replay_unit_keeps_its_lease_past_the_ttl_and_completes(harness, replay): + task = _frozen_task(harness, replay) + _workflow_conversation(harness) + store_module = importlib.import_module("functions_workflow_runtime_store") + durable = importlib.import_module("functions_workflow_execution") + clock, results, problems, polls = RuntimeClock(), SavedResults(), [], {"ok": 0} + store = _runtime_store(clock) + + def renewing_reply(): + try: + _renew_past_the_ttl(store, clock, polls) + except BaseException as exc: + problems.append(exc) + return "The replayed content." + + harness.replies = [renewing_reply] + with store_module.WorkflowRuntimeLease(store, owner_id="replay-worker", heartbeat_seconds=0.02) as lease: + with durable.workflow_execution_scope(_durable_execution(store, lease, results, polls)): + result = _durable_replay(replay, harness, _workflow(task), task) + + require(problems == [], f"The renewal phase failed: {problems}") + require(clock.now - NOW >= timedelta(seconds=store_module.DEFAULT_LEASE_SECONDS), "The unit outlived one TTL.") + unit = store.read()["units"][UNIT_KEY] + require( + unit.get("state") == "completed" and unit.get("attempt") == 1 and unit.get("replay_safe") is True, + f"The replay unit completes once and is replay-safe: {unit}", + ) + run_id = _replay_run_id(replay, 1) + require(result["authoritative_result"]["value"]["orchestration_run_id"] == run_id, "Attempt 1 names its run.") + require(harness.runs.read_item(run_id, WORKFLOW_CONVERSATION).get("status") == "completed", "The run completes.") + require(results.load(None, None, None, unit["result_ref"])["value"] == result, "The unit saves the typed result.") + + +def test_a_durable_restart_settles_the_dead_attempt_and_replays_once(harness, replay): + task = _frozen_task(harness, replay) + _workflow_conversation(harness) + workflow = _workflow(task) + store_module = importlib.import_module("functions_workflow_runtime_store") + durable = importlib.import_module("functions_workflow_execution") + clock, results = RuntimeClock(), SavedResults() + store = _runtime_store(clock) + run_one, run_two = _replay_run_id(replay, 1), _replay_run_id(replay, 2) + + dead = store_module.WorkflowRuntimeLease(store, owner_id="worker-one", heartbeat_seconds=0) + dead.__enter__() + with pytest.raises(ProcessDied): + with durable.workflow_execution_scope(_durable_execution(store, dead, results)): + _durable_replay(replay, harness, workflow, task, claim_run=_dying_claim) + unit = store.read()["units"][UNIT_KEY] + require(unit.get("state") == "running" and unit.get("attempt") == 1, f"The dead worker left its unit: {unit}") + left = harness.runs.read_item(run_one, WORKFLOW_CONVERSATION) + require(left.get("status") == "running" and left.get("execution_lease"), "The dead worker left its run open.") + + left["execution_lease"]["expires_at"] = "2000-01-01T00:00:00+00:00" + harness.runs.upsert_item(left) + clock.now += timedelta(minutes=5) + harness.replies = ["The replayed content."] + with store_module.WorkflowRuntimeLease(store, owner_id="worker-two", heartbeat_seconds=0.02) as lease: + with durable.workflow_execution_scope(_durable_execution(store, lease, results)): + result = _durable_replay(replay, harness, workflow, task) + + require(result["authoritative_result"]["value"]["orchestration_run_id"] == run_two, "The restart replays once.") + unit = store.read()["units"][UNIT_KEY] + require(unit.get("state") == "completed" and unit.get("attempt") == 2, f"The restart completes the unit: {unit}") + settled = harness.runs.read_item(run_one, WORKFLOW_CONVERSATION) + require(settled.get("status") == "failed", "The dead attempt's run is settled, not left running.") + require((settled.get("failure") or {}).get("code") == "ownership_lost", f"Settled as lost: {settled.get('failure')}") + require(settled.get("execution_lease") is None, "The dead attempt's lease is cleared.") + _require_fenced(harness, run_one) + statuses = {run_id: record.get("status") for run_id, record in _replay_runs(harness).items()} + require(statuses == {run_one: "failed", run_two: "completed"}, f"Never two live runs: {statuses}") + require((WORKFLOW_CONVERSATION, _answer_id(run_two)) in harness.messages.items, "The restart publishes once.") + + +def test_a_completed_prior_attempt_is_adopted_not_repeated(harness, replay): + task = _frozen_task(harness, replay) + _workflow_conversation(harness) + workflow = _workflow(task) + harness.replies = ["The replayed content."] + first = _run(replay, harness, workflow, task, attempt=1) + calls_before = len(harness.model_calls) + second = _run(replay, harness, workflow, task, attempt=2) + + require(second == first, "A restart after completion returns the completed attempt's result.") + require(set(_replay_runs(harness)) == {_replay_run_id(replay, 1)}, "Adoption creates no second run.") + require(len(harness.model_calls) == calls_before, "Adoption never calls the model again.") + + +def test_a_completed_prior_attempt_of_another_plan_is_refused(harness, replay): + task = _frozen_task(harness, replay) + _workflow_conversation(harness) + workflow = _workflow(task) + harness.replies = ["The replayed content."] + _run(replay, harness, workflow, task, attempt=1) + run_one = _replay_run_id(replay, 1) + record = harness.runs.read_item(run_one, WORKFLOW_CONVERSATION) + record["workflow_replay"]["plan_sha256"] = "f" * 64 + harness.runs.upsert_item(record) + + _refused(replay, lambda: _run(replay, harness, workflow, task, attempt=2), "replay_execution_failed") + require(set(_replay_runs(harness)) == {run_one}, "A prior run of another plan is never adopted or repeated.") + + +def test_a_live_prior_attempt_is_stopped_and_fenced_but_never_taken_over(harness, replay): + task = _frozen_task(harness, replay) + _workflow_conversation(harness) + workflow = _workflow(task) + with pytest.raises(ProcessDied): + _run(replay, harness, workflow, task, attempt=1, claim_run=_dying_claim) + run_one = _replay_run_id(replay, 1) + token = harness.runs.read_item(run_one, WORKFLOW_CONVERSATION)["execution_lease"]["token"] + + _refused(replay, lambda: _run( + replay, harness, workflow, task, attempt=2, reconcile_seconds=0.2, + ), "replay_execution_failed") + record = harness.runs.read_item(run_one, WORKFLOW_CONVERSATION) + require(record.get("cancellation_requested_at"), "The live prior attempt is asked to stop.") + require(record.get("cancellation_requested_by") == OWNER, "Only the creator asks it to stop.") + require(record.get("status") == "running", "A live lease is never settled by another attempt.") + require((record.get("execution_lease") or {}).get("token") == token, "A live lease is never taken over.") + _require_fenced(harness, run_one) + require(set(_replay_runs(harness)) == {run_one}, "No second run starts while the first is live.") + + +def test_an_interrupted_attempt_settles_its_own_run(harness, replay): + task = _frozen_task(harness, replay) + _workflow_conversation(harness) + + def interrupted(claimed, **kwargs): + raise RuntimeError("The worker stopped.") + + _refused(replay, lambda: _run( + replay, harness, _workflow(task), task, attempt=1, prepare_execution=interrupted, + ), "replay_execution_failed") + record = harness.runs.read_item(_replay_run_id(replay, 1), WORKFLOW_CONVERSATION) + require(record.get("status") == "failed", "A stopped attempt never leaves its run running.") + require((record.get("failure") or {}).get("code") == "execution_interrupted", f"{record.get('failure')}") + require(record.get("execution_lease") is None, "The stopped attempt releases its own lease.") + _require_fenced(harness, _replay_run_id(replay, 1)) + + if __name__ == "__main__": sys.exit(pytest.main([__file__, "-q", "-p", "no:langsmith_plugin", "-p", "no:cacheprovider"])) From 026c7f82e03fd73c2a22b3e3a59ef7795eeffce5 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 14:54:39 -0400 Subject: [PATCH 28/41] Test the runner's durable replay unit and attempt numbering Drive the runner's real task sequence through a worker that dies mid-replay and a second worker that resumes it, so the replay-safe unit and its durable attempt numbering are both pinned. The test exposed a crash when the answer message carries no orchestration metadata; the typed result now tolerates it. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- .../functions_workflow_plan_replay.py | 5 +- .../test_workflow_plan_replay_execution.py | 91 +++++++++++++++++++ 2 files changed, 94 insertions(+), 2 deletions(-) diff --git a/application/single_app/functions_workflow_plan_replay.py b/application/single_app/functions_workflow_plan_replay.py index 346874b20..d94780d75 100644 --- a/application/single_app/functions_workflow_plan_replay.py +++ b/application/single_app/functions_workflow_plan_replay.py @@ -1369,8 +1369,9 @@ def build_plan_replay_result(record, answer_message=None): 'status': execution_steps.get(step_id) or task_step_status.get(step_id) or 'not_run', }) artifacts = [] - metadata = (answer_message or {}).get('metadata') if isinstance(answer_message, dict) else {} - orchestration = metadata.get('orchestration') if isinstance(metadata, dict) else {} + metadata = answer_message.get('metadata') if isinstance(answer_message, dict) else None + metadata = metadata if isinstance(metadata, dict) else {} + orchestration = metadata.get('orchestration') if isinstance(metadata.get('orchestration'), dict) else {} for image in orchestration.get('generated_images') or []: if isinstance(image, dict) and image.get('visual_id'): artifacts.append({ diff --git a/functional_tests/test_workflow_plan_replay_execution.py b/functional_tests/test_workflow_plan_replay_execution.py index d6405927a..c0e4ab379 100644 --- a/functional_tests/test_workflow_plan_replay_execution.py +++ b/functional_tests/test_workflow_plan_replay_execution.py @@ -23,6 +23,7 @@ import time from copy import deepcopy from datetime import datetime, timedelta, timezone +from pathlib import Path import pytest from azure.core import MatchConditions @@ -72,6 +73,20 @@ def replay(initialized_application): return importlib.import_module("functions_workflow_plan_replay") +@pytest.fixture +def runner_helpers(initialized_application): + """The runner's real task sequence in this import generation, forgotten afterwards like the app.""" + before = set(sys.modules) + tests = Path(__file__).resolve().parent + try: + yield importlib.import_module("test_workflow_task_sequence").load_runner_helpers + finally: + for name in set(sys.modules) - before: + path = getattr(sys.modules.get(name), "__file__", None) + if path and Path(path).resolve().is_relative_to(tests): + sys.modules.pop(name, None) + + def _settings(harness): return {**deepcopy(harness.settings), **REPLAY_SETTINGS} @@ -424,6 +439,11 @@ def test_the_typed_result_normalizes_ids_and_caps_the_inspector_copy(replay): require(len(value["final_response"]["text"]) == replay.PLAN_REPLAY_RUN_ITEM_TEXT_LIMIT + 5, "Projecting never changes the stored result.") + # An answer that carries no orchestration metadata, or none at all, still yields a typed result. + for bare in (None, {"id": "answer-2"}, {"id": "answer-2", "metadata": {"orchestration": "prose"}}): + bare_value = replay.build_plan_replay_result(record, bare) + require([item["id"] for item in bare_value["artifacts"]] == ["7", "img"], bare_value["artifacts"]) + @pytest.mark.parametrize("readable", [True, False]) def test_a_withheld_result_also_withholds_the_typed_projection(readable): @@ -830,5 +850,76 @@ def interrupted(claimed, **kwargs): _require_fenced(harness, _replay_run_id(replay, 1)) +def test_the_runner_replays_one_durable_unit_numbered_by_its_own_attempt(replay, runner_helpers, monkeypatch): + store_module = importlib.import_module("functions_workflow_runtime_store") + durable = importlib.import_module("functions_workflow_execution") + calls = [] + + def executor(workflow, task, settings, *, conversation_id, run_id, actor_user_id, attempt, check_cancelled): + unit = durable.current_workflow_execution().unit(UNIT_KEY) + calls.append({"attempt": attempt, "replay_safe": unit.get("replay_safe"), "actor": actor_user_id, + "conversation": conversation_id, "run": run_id}) + if len(calls) == 1: + raise ProcessDied() + check_cancelled() + value = replay.build_plan_replay_result({ + "id": f"replay-attempt-{attempt}", "conversation_id": conversation_id, "status": "completed", + "outcome": "completed", "message": "The replayed content.", + "workflow_replay": {"plan_sha256": "a" * 64}, + }) + return {"reply": "The replayed content.", "authoritative_result": {"kind": "json", "value": value}, + "plan_replay": replay.plan_replay_run_item_projection(value)} + + monkeypatch.setattr(replay, "execute_plan_replay_task", executor) + helpers, saved_items = runner_helpers(lambda *args, **kwargs: pytest.fail("No runner answers a saved plan.")) + # Bound to this import generation, whichever generation first loaded the shared helpers. + helpers.update({ + "current_workflow_execution": durable.current_workflow_execution, + "workflow_unit": durable.workflow_unit, + "assert_workflow_execution_owned": durable.assert_workflow_execution_owned, + "_raise_if_workflow_run_cancelled": lambda *_args: durable.assert_workflow_execution_owned(), + }) + workflow = { + "id": WORKFLOW_ID, "name": HOSTILE_NAME, "user_id": OWNER, "created_by": OWNER, + "definition_version": 2, "durable_execution": True, "runner_type": "model", + "document_action": {"type": "none"}, "error_handling": {"strategy": "halt", "retry_count": 2}, + "tasks": [{"id": TASK_ID, "name": replay.PLAN_REPLAY_TASK_NAME, "type": replay.PLAN_REPLAY_TASK_TYPE, + "instructions": FROZEN_INSTRUCTION, "plan_replay": {"plan_sha256": "a" * 64}}], + } + clock, results = RuntimeClock(), SavedResults() + store = _runtime_store(clock) + + def run_sequence(lease): + with durable.workflow_execution_scope(_durable_execution(store, lease, results)): + return helpers["_execute_workflow_task_sequence"]( + workflow, dict(REPLAY_SETTINGS), WORKFLOW_CONVERSATION, WORKFLOW_RUN, None, {}, + actor_user_id=OWNER, + ) + + dead = store_module.WorkflowRuntimeLease(store, owner_id="worker-one", heartbeat_seconds=0) + dead.__enter__() + with pytest.raises(ProcessDied): + run_sequence(dead) + clock.now += timedelta(minutes=5) + with store_module.WorkflowRuntimeLease(store, owner_id="worker-two", heartbeat_seconds=0.02) as lease: + result = run_sequence(lease) + + # The unit's own attempt numbers the replay, so a restart never reuses the dead worker's run + # identity; and the unit is replay-safe, so the restart replays instead of pausing for review. + require([call["attempt"] for call in calls] == [1, 2], f"The durable attempt numbers each replay: {calls}") + require(all(call["replay_safe"] is True for call in calls), f"The replay unit is replay-safe: {calls}") + require({(call["actor"], call["conversation"], call["run"]) for call in calls} + == {(OWNER, WORKFLOW_CONVERSATION, WORKFLOW_RUN)}, f"The creator replays in the workflow run: {calls}") + state = store.read() + unit = state["units"][UNIT_KEY] + require(unit.get("state") == "completed" and unit.get("attempt") == 2, f"The restart completes the unit: {unit}") + require(not state.get("gate"), f"A restart never pauses a replay for review: {state.get('gate')}") + require([task["status"] for task in result["task_results"]] == ["succeeded"], result["task_results"]) + final = [item for item in saved_items if item.get("plan_replay")] + require(len(final) == 1, f"One run item carries the typed result: {saved_items}") + require((final[0].get("plan_replay") or {}).get("orchestration_run_id") == "replay-attempt-2", + f"The run item carries the typed result of the replay that completed: {final[0].get('plan_replay')}") + + if __name__ == "__main__": sys.exit(pytest.main([__file__, "-q", "-p", "no:langsmith_plugin", "-p", "no:cacheprovider"])) From 1d544fb219d54ad6cf02261a21e7e4c63613efdf Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 15:22:35 -0400 Subject: [PATCH 29/41] Fix doubled step prefix in plan replay refusal notes Step refusals from the server already start with "Step N (label)", so the save card showed "Step 2: Step 2 (...)". The card now renders a step refusal's message as-is and prefixes only whole-plan (step 0) refusals. The browser fixture now uses server-shaped refusals and asserts exact text. Also remove the never-raised workflow_replay_managed refusal code from the server table and its V2 mirror. Refs #1550 Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- .../functions_workflow_plan_replay.py | 1 - .../components/chat/PlanReplaySaveCard.tsx | 4 +-- .../v2_ui/src/lib/workflowPlanReplay.ts | 1 - ui_tests/test_v2_workflow_plan_replay_card.py | 27 ++++++++++++++----- 4 files changed, 22 insertions(+), 11 deletions(-) diff --git a/application/single_app/functions_workflow_plan_replay.py b/application/single_app/functions_workflow_plan_replay.py index d94780d75..a7000bb76 100644 --- a/application/single_app/functions_workflow_plan_replay.py +++ b/application/single_app/functions_workflow_plan_replay.py @@ -99,7 +99,6 @@ 'replay_budget_exceeded': 'The repeated plan took longer than its time limit and was stopped.', 'replay_execution_failed': 'The repeated plan could not finish. Open the run for details.', 'plan_replay_read_only': 'A saved plan can\'t be edited. Create it again from chat.', - 'workflow_replay_managed': 'This workflow repeats a saved chat plan; only its name, schedule and alerts can change.', 'workflow_replay_run_managed': 'This plan runs as part of a saved workflow. Open the workflow to run or cancel it.', 'model_unavailable': 'The model this plan used is no longer available. Create it again from chat.', 'quota_exceeded': 'You already have the most saved chat-plan workflows allowed. Delete one before adding another.', diff --git a/application/v2_ui/src/components/chat/PlanReplaySaveCard.tsx b/application/v2_ui/src/components/chat/PlanReplaySaveCard.tsx index 24b8ab354..a88363830 100644 --- a/application/v2_ui/src/components/chat/PlanReplaySaveCard.tsx +++ b/application/v2_ui/src/components/chat/PlanReplaySaveCard.tsx @@ -204,8 +204,8 @@ export function PlanReplaySaveCard({
    {preview.refusals.map((refusal, index) => (
  • - {refusal.step_number > 0 ? `Step ${refusal.step_number}: ` : 'Whole plan: '} - {refusal.message} + {/* A step refusal already starts with "Step N (label)". */} + {refusal.step_number > 0 ? refusal.message : `Whole plan: ${refusal.message}`}
    • ))}
diff --git a/application/v2_ui/src/lib/workflowPlanReplay.ts b/application/v2_ui/src/lib/workflowPlanReplay.ts index 6d1f097f5..75ee058f4 100644 --- a/application/v2_ui/src/lib/workflowPlanReplay.ts +++ b/application/v2_ui/src/lib/workflowPlanReplay.ts @@ -41,7 +41,6 @@ export const ERROR_TEXT: Readonly> = { replay_budget_exceeded: 'The repeated plan took longer than its time limit and was stopped.', replay_execution_failed: 'The repeated plan could not finish. Open the run for details.', plan_replay_read_only: 'A saved plan can\'t be edited. Create it again from chat.', - workflow_replay_managed: 'This workflow repeats a saved chat plan; only its name, schedule and alerts can change.', workflow_replay_run_managed: 'This plan runs as part of a saved workflow. Open the workflow to run or cancel it.', model_unavailable: 'The model this plan used is no longer available. Create it again from chat.', quota_exceeded: 'You already have the most saved chat-plan workflows allowed. Delete one before adding another.', diff --git a/ui_tests/test_v2_workflow_plan_replay_card.py b/ui_tests/test_v2_workflow_plan_replay_card.py index c178d9222..f0558a3bc 100644 --- a/ui_tests/test_v2_workflow_plan_replay_card.py +++ b/ui_tests/test_v2_workflow_plan_replay_card.py @@ -51,6 +51,8 @@ HOSTILE_REQUEST = ' summarize ' HOSTILE_TITLE = '">Find invoices' HOSTILE_WORKFLOW = ' Replay invoices' +STEP_REFUSAL = "Step 1 (Search the web) needs your signed-in session, which a repeated run doesn't have." +PLAN_REFUSAL = "This plan delivers something a saved workflow can't create." def editor_options(): @@ -61,16 +63,25 @@ def editor_options(): def preview(eligible=True): - refusals = [] if eligible else [{ - "code": "capability_not_replayable", "step_number": 1, "step_id": "web", "capability_id": "web_search", - "message": "A step in this plan can't be repeated by a saved workflow.", - }] + # Server-shaped refusals: a step refusal already starts with "Step N (label)"; a whole-plan one is step 0. + refusals = [] if eligible else [ + {"code": "role_required", "step_number": 1, "step_id": "web", "capability_id": "web_search", + "message": STEP_REFUSAL}, + {"code": "capability_not_replayable", "step_number": 0, "step_id": "", "capability_id": "", + "message": PLAN_REFUSAL}, + ] + first_step = ( + {"number": 1, "step_id": "search", "title": HOSTILE_TITLE, "capability_id": "document_search", + "capability_label": "Search documents", "enabled": True} + if eligible else + {"number": 1, "step_id": "web", "title": HOSTILE_TITLE, "capability_id": "web_search", + "capability_label": "Search the web", "enabled": True} + ) return { "eligible": eligible, "request": HOSTILE_REQUEST, "steps": [ - {"number": 1, "step_id": "search", "title": HOSTILE_TITLE, "capability_id": "document_search", - "capability_label": "Search documents", "enabled": True}, + first_step, {"number": 2, "step_id": "compose", "title": "Write answer", "capability_id": "compose", "capability_label": "Prepare content", "enabled": True}, ], @@ -331,7 +342,9 @@ def test_ineligible_preview_shows_refusals_without_save_form(plan_replay_ui): api.preview = preview(eligible=False) mount_messages(page) page.get_by_role("button", name="Repeat on a schedule").click() - expect(page.get_by_text("Step 1: A step in this plan can't be repeated by a saved workflow.")).to_be_visible() + notes = page.get_by_role("status").filter(has_text="This plan has replay notes:") + expect(notes.get_by_role("listitem")).to_have_text([STEP_REFUSAL, f"Whole plan: {PLAN_REFUSAL}"]) + expect(page.get_by_text("Step 1: Step 1")).to_have_count(0) expect(page.get_by_role("button", name="Save workflow")).to_have_count(0) From 86d2dce7dcae66b57d38ead8530e210fa91d93f9 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 15:24:48 -0400 Subject: [PATCH 30/41] Document workflow plan replay Add the WORKFLOW_PLAN_REPLAY feature doc, the Repeat Chat Plans On A Schedule admin row in docs/admin/orchestration.md, the user guide subsection in create-a-workflow.md, the saved chat plans section in chat-controls.md, the M5C O2 status, and the v0.261.303 release notes. Claim enable_workflow_plan_replay in features.yml and regenerate the docs inventory. Part of #1550 Refs #1543 Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- docs/_data/app_surface.yml | 4 +- docs/_data/features.yml | 1 + docs/admin/orchestration.md | 1 + .../WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md | 2 +- .../features/WORKFLOW_PLAN_REPLAY.md | 468 ++++++++++++++++++ docs/explanation/release_notes.md | 12 + docs/guides/create-a-workflow.md | 69 +++ docs/reference/chat-controls.md | 21 + 8 files changed, 576 insertions(+), 2 deletions(-) create mode 100644 docs/explanation/features/WORKFLOW_PLAN_REPLAY.md diff --git a/docs/_data/app_surface.yml b/docs/_data/app_surface.yml index 7fe3373bf..84b365f71 100644 --- a/docs/_data/app_surface.yml +++ b/docs/_data/app_surface.yml @@ -1,7 +1,7 @@ # Generated by scripts\build_docs_inventory.py -- do not edit by hand. # Regenerate with: python scripts\build_docs_inventory.py counts: - capabilities: 129 + capabilities: 130 admin_groups: 15 admin_tabs: 49 admin_sections: 107 @@ -269,6 +269,8 @@ capabilities: default: true - key: enable_workflow_alert_sounds default: true +- key: enable_workflow_plan_replay + default: false admin_groups: - id: agents-actions label: Agents & Actions diff --git a/docs/_data/features.yml b/docs/_data/features.yml index 8aecd814c..e9bb2386c 100644 --- a/docs/_data/features.yml +++ b/docs/_data/features.yml @@ -774,6 +774,7 @@ chat-orchestration: - enable_chat_orchestration_workflows - enable_chat_orchestration_workflow_runs - enable_chat_orchestration_workflow_handoff + - enable_workflow_plan_replay reference: - title: "Orchestration settings" url: /admin/orchestration/ diff --git a/docs/admin/orchestration.md b/docs/admin/orchestration.md index 30d890169..220ea4f35 100644 --- a/docs/admin/orchestration.md +++ b/docs/admin/orchestration.md @@ -349,6 +349,7 @@ not claim that research verified the requested details. | Propose Workflows From Chat | Lets a plan turn a request for recurring or automated work, such as "email me a summary of my week every Monday", into a personal workflow proposal. The proposal appears as a card in the conversation, and no workflow exists until the user approves it there. Proposals are offered only in the user's own private conversations, and only to users who may already create personal workflows. | Off | `enable_chat_orchestration_workflows`; requires Chat Orchestration and personal workflows (`allow_user_workflows`), and the **Propose workflows** capability when the Capabilities list is narrowed. Since **0.261.207** | | Run Workflows From Chat | Lets a plan start one of the user's saved personal workflows when the user asks for it, such as "run my weekly digest now". A plan that starts a workflow always waits for the user to run it, even when the approval mode would run it automatically or after a countdown, and approving it starts each named workflow once. Runs are offered only in the user's own private conversations, only to users who may already create personal workflows, and only for workflows with durable execution on. It is independent of Propose Workflows From Chat, so either can be on without the other. | Off | `enable_chat_orchestration_workflow_runs`; requires Chat Orchestration and personal workflows (`allow_user_workflows`), and the **Run workflows** capability when the Capabilities list is narrowed. Since **0.261.212** | | Hand Off Large Work From Chat | Lets a plan hand a request that is too big for one chat plan, such as reviewing hundreds of documents, to a one-time durable workflow. The workflow reviews each document with Analyze and writes one report. The user approves the plan, then approves a hand-off card that names the documents, or says how many matching documents at most, the workflow will review. Accepting the card creates the workflow turned off, so it never runs on a schedule, and starts it once; when the run finishes, its report is posted back into the conversation. Hand-offs are offered only in the user's own private conversations. It is off by default because a hand-off starts background work that keeps running with the user's access after the chat turn ends. | Off | `enable_chat_orchestration_workflow_handoff`; requires Chat Orchestration, personal workflows (`allow_user_workflows`), Propose Workflows From Chat, Run Workflows From Chat and **Use Workflow Results In Chat**, and the **Hand off large work** capability when the Capabilities list is narrowed. Since **0.261.250**; since **0.261.295**, users accept, edit or decline a hand-off on the V2 hand-off card under the answer. | +| Repeat Chat Plans On A Schedule | Lets a user save a completed plan from their own private conversation as a personal workflow that repeats the same steps, such as every Monday. A **Repeat on a schedule** button under the answer opens a card that lists every saved step and the schedule, and nothing is saved until the user chooses **Save workflow**. The steps are frozen: each run repeats them exactly, as the user who saved them, in the workflow's own conversation, and checks this setting, the user's access and each step's capability again first. Only steps that search, analyze, compare or merge documents, inspect tabular files, write the answer or generate an image from a prompt can be repeated; web search, deep research, URL fetch, actions, agents, files to download and workflow steps can't. It is off by default because a saved plan keeps running with the user's access. Turning it off doesn't delete anything; those workflows stop at their next run with a fixed reason. | Off | `enable_workflow_plan_replay`; requires Chat Orchestration and personal workflows (`allow_user_workflows`). The schedule must meet **Minimum schedule interval for workflows created from chat** every time it is saved, including later edits, and the workflow counts toward **Workflows created from chat per user** under Limits. See [Repeat a chat plan on a schedule]({{ '/guides/create-a-workflow/' | relative_url }}#repeat-a-chat-plan-on-a-schedule). Since **0.261.303** | | Capabilities | Restricts which capabilities a plan may use. An empty selection means every capability the other settings already permit. | All | `chat_orchestration_enabled_capabilities` | When **Run Workflows From Chat** starts a durable personal workflow, the plan diff --git a/docs/explanation/features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md b/docs/explanation/features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md index e08860f45..22a72408a 100644 --- a/docs/explanation/features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md +++ b/docs/explanation/features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md @@ -160,7 +160,7 @@ M5C, and none should be silently dropped when starting the next conversation. | ID | Still open | Next concrete boundary | | --- | --- | --- | | O1 | Additional saved-source export formats | Pick one source/profile/format mapping, including complete values, empty/partial inputs, provenance, authorization, digest and quota behavior. Reuse the shared exporter; do not build another publication service. | -| O2 | Orchestration knowledge/reasoning/output producers | Define a real authorized producer adapter with typed output, durable identities and inspection. Model prose is not an engine result or permission to invent execution IDs. | +| O2 | Orchestration knowledge/reasoning/output producers | Define a real authorized producer adapter with typed output, durable identities and inspection. Model prose is not an engine result or permission to invent execution IDs. **Status (0.261.303, Part of #1550):** the first adapter exists. A personal workflow's `plan_replay` task replays a frozen, hashed chat plan through the headless orchestration harness as the workflow's creator, under the workflow's durable lease. Its result is typed (`plan-replay-result-v1`): the orchestration run id comes from the run record, step statuses come from the executor, and artifact ids come from stored metadata, never from model prose. The V2 run inspector opens it. See [Workflow plan replay](WORKFLOW_PLAN_REPLAY.md). **Still open:** producers that wait asynchronously (`render_file`, `tabular_analyze`), producers that need the signed-in caller's roles (`web_search`), and the rest of the deny-by-default list. | | O3 | Deterministic aggregates | Choose a complete-input use case and define ordering, empty/partial/missing semantics and allowed operations before implementing reducers. | | O4 | Office-export test harness/import debt | Isolate production imports before mocks; identify actual failures in an offline environment. Concrete import-coupled selectors are listed below. Do not install production credentials or change unrelated dependency pins. | | O5 | Revoked-record refresh assertion | Reconcile the named test with removal of the revoked panel while still proving protected records disappear. Never retain restricted data to satisfy the old locator. | diff --git a/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md b/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md new file mode 100644 index 000000000..5f00a2ccf --- /dev/null +++ b/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md @@ -0,0 +1,468 @@ +# Workflow plan replay + +Implemented in version: **0.261.303**. + +Application version tracking: `application\single_app\config.py`. + +Related issue: part of #1550, under #1543. Builds on +[Chat orchestration workflow proposals](CHAT_ORCHESTRATION_WORKFLOW_PROPOSALS.md), +[Chat orchestration workflow runs](CHAT_ORCHESTRATION_WORKFLOW_RUNS.md), +[Chat orchestration workflow hand-off](CHAT_ORCHESTRATION_WORKFLOW_HANDOFF.md) and +[Durable workflow execution](WORKFLOW_DURABLE_EXECUTION.md). It is the first +producer adapter for action O2 in +[Workflow M5C completion and next steps](WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md). + +## Overview and dependencies + +A user asks chat orchestration to do something once, for example "search my +contract notes and summarize what changed". Then they want the same thing on a +schedule: "do this every Monday". Until this version, a saved workflow couldn't +do that. Workflow runners only have the core plugins, so the steps that chat +orchestration ran weren't available to a schedule. + +Plan replay closes that gap for a deliberately small set of steps. A personal +workflow stores the plan the user approved in chat, frozen and hashed, as a +`plan_replay` task. Each run replays that plan through the same headless +orchestration harness chat uses, as the workflow's creator, in the workflow's +own conversation. The model still writes each step's output, but it never adds, +removes or rewrites a step. + +Requirements: + +| Setting | Why | +| --- | --- | +| `enable_workflow_plan_replay` | The feature switch. Off by default. With it off, nothing changes, and an existing replay workflow refuses to run with a fixed reason. | +| `enable_chat_orchestration` | The harness that replays the plan is chat orchestration's. | +| `allow_user_workflows` | Replay workflows are personal workflows. | + +The setting lives in the admin **Chat Orchestration** pane, next to the other +"From Chat" switches, as **Repeat Chat Plans On A Schedule**. + +## Identity + +The binding decision, verbatim: + +> "plan replay runs on the user's identity who creates the workflow or asked to create it via chat" + +A replay runs as the workflow's creator and nobody else. It never runs as a +service identity, as another user, or as whoever triggered the run. Replay is +personal-only, so the creator is `workflow.user_id`. + +| When | Check | Refusal | +| --- | --- | --- | +| Save | The source orchestration run belongs to the requester (`record.user_id`). | `creator_mismatch` | +| Save | The source conversation is owned by the requester and private to them. | `shared_conversation_not_allowed` | +| Save | The task records the requester as `approval.approved_by` and `provenance.created_by`. | — | +| Save | A group workflow can't carry a `plan_replay` task (`functions_group_workflows.py`). | `group_not_supported` | +| Every run | `workflow.user_id` is set, and `created_by`, `provenance.created_by` and `approval.approved_by` all equal it. | `creator_mismatch` | +| Every run | The run's actor is `workflow.user_id`. | `creator_mismatch` | +| Every run | A group workflow is refused. | `group_not_supported` | +| Every run | The workflow is read again and passes `_authorize_execution` as the actor: it exists, isn't being deleted, belongs to the actor, and personal workflows are on. | `workflow_unavailable` or `personal_workflows_disabled` | + +## Roles + +Background runs have no signed-in session. `capture_execution_identity` outside +a request returns empty roles and no email, so a role-gated step that worked +when the user ran the plan by hand would fail on the schedule. + +Plan replay uses a role-free allowlist (option **a**). Every capability check, +at freeze and on every run, resolves capabilities with +`user_roles: []` and `user_enable_agents: False`. The harness is prepared with +the same empty identity context. A capability that needs the caller's roles is +reported by the registry as `caller_access_required` and refused as +`role_required`. `web_search` is the one such capability today and is refused +at freeze. + +Because neither a manual run nor a scheduled run passes roles to the replay, a +plan behaves the same whichever starts it. It can't work when tested by hand and +then fail on Monday. Nothing is stored from the user's session, so there is no +role snapshot to age or widen. + +## Freeze + +The freeze runs server-side, inside the request thread, from an orchestration +run the requester owns: + +- The run must be `completed`, with no outcome or outcome `completed`, an + approval in state `approved`, no failure and no failures list, and a plan. +- The run must not itself be a replay (`workflow_replay`). +- A plan that asked the user a question (`answered_questions`, + `elicitation_references`, or an elicitation marker in the plan) is refused as + `elicitation_not_replayable`. +- A plan that depends on earlier chat turns (`result_aliases` or + `analysis_result_contexts`) is refused as `conversation_context_not_replayable`. + +What is stored on the task (`plan_replay`): + +| Field | Content | +| --- | --- | +| `version` | `1` (`PLAN_REPLAY_TASK_VERSION`) | +| `allowlist_version` | `plan-replay-allowlist-v1` | +| `request` | The resolved request, with only the trailing run-time line removed. | +| `frozen_plan` | `normalize_plan_contract(plan)`: the plan contract fields (`plan_id`, `planner_contract_version`, `intent`, `assumptions`, `steps`, `inputs`, `outputs`, `final_response`, `deliverables`, `model_routing`), each step reduced to its contract fields. Run identity, status, approval and edit state are dropped. | +| `frozen_seeds` | The request choices a replay may reuse: model and reasoning choices, `doc_scope`, `document_ids`, `tags`, `document_filter_mode`, `active_group_ids` and `active_public_workspace_ids`. A scope outside `all`, `personal`, `group` and `public` is refused. | +| `plan_sha256` | SHA-256 of the canonical JSON of `{task_version, allowlist_version, request, plan, seeds}`. | +| `approval` | `{approved_by, approved_at, plan_sha256}` | +| `provenance` | `{source_run_id, source_conversation_id, created_by, frozen_at, time_handling, time_zone}` | + +The workflow also carries the usual chat origin (`source: orchestration`, the +source conversation, run id and a `replay--` proposal id), and is +created `durable_execution: true`, `definition_version: 2`, with one task. + +The hash binds approval: + +- Saving requires the `plan_sha256` the preview returned. If the plan changed + since the card loaded, the save is refused as `plan_hash_mismatch` (409). +- Every run recomputes the hash and refuses on a mismatch with either stored + copy. It also refuses a stored plan that isn't already in normalized form. +- The ordinary workflow save keeps the frozen plan read-only. A payload that + changes `plan_replay`, a task, or the task type is refused as + `plan_replay_read_only`. Only the name, description, trigger, schedule, whether + it's on, and the alert fields can change; everything else keeps its stored + value. +- `tasks`, including `plan_replay`, is part of `WORKFLOW_DEFINITION_FIELDS`, so + any change also changes the workflow's definition revision, and a durable run + pins the definition it started with. + +At run time the frozen plan becomes an executable plan with new run, plan and +turn ids, `status: approved` and every step `pending` +(`build_executable_replay_plan`). The harness executes it without calling the +planner, so the model never adds, removes or rewrites steps. Steps that call a +model, such as Prepare content or Analyse documents, still run with the frozen +instructions. + +## Allowlist + +Deny by default. `classify_plan_steps` serves both the freeze and the run-time +preflight, so both apply the same rules. A plan can have at most 8 enabled +steps. + +Allowed (`plan-replay-allowlist-v1`): + +| Capability | Label | Why it is safe to repeat as the creator | +| --- | --- | --- | +| `document_search` | Search documents | Searches documents the creator can still open; access is re-checked before every run. | +| `document_analyze` | Analyse documents | Analyzes documents the creator can still open, with the frozen instructions. | +| `document_compare` | Compare documents | Compares documents the creator can still open, with the frozen instructions. | +| `document_merge` | Merge documents | Merges documents the creator can still open into a file kept with the run. | +| `tabular_inspect` | Inspect spreadsheets | Reads the shape of tabular files the creator can still open; it finishes in the step. | +| `compose` | Prepare content | Writes the answer from earlier step results with the frozen instructions. | +| `generate_image` | Generate image | Creates a new image from the frozen prompt; reference images are refused. | + +Refused, with the per-step reason shown on the card: + +| Class | Capabilities | Code | +| --- | --- | --- | +| Asynchronous waits | `tabular_analyze`, `render_file`, any step declaring a wait kind (`native_tabular_compute`, `orchestration_output`, `orchestration_result`, and Phase 6c's `saved_workflow_run`), and a plan that delivers a `file` | `replay_wait_unsupported` | +| Needs the caller's roles | `web_search` | `role_required` | +| Workflow capabilities | `workflow_propose`, `workflow_run`, `workflow_results`, `workflow_handoff` | `capability_not_replayable` | +| External effects | `action_invoke`, `agent_invoke` (and `workflow_run`) | `capability_not_replayable` | +| Approval floor | Every capability returned by `approval_floor_capability_ids()` | `capability_not_replayable` | +| Not on the list | `url_fetch`, `deep_research`, `tabular_merge` and any capability added later | `capability_not_replayable` | +| Reference images | `generate_image` with reference documents or messages | `capability_not_replayable` | +| Image offers | `compose` offering an image for the user to accept | `capability_not_replayable` | +| Other deliverables | A deliverable kind outside answer, image, chart, diagram and file | `capability_not_replayable` | +| Questions | A plan that asked the user a question | `elicitation_not_replayable` | +| Size | No enabled steps, or more than 8 | `capability_unavailable`, `replay_budget_exceeded` | + +Phase 6c's wait kind isn't on this base yet, so its value is mirrored as +`SAVED_WORKFLOW_RUN_WAIT_KIND` in `functions_workflow_plan_replay.py`. +`workflow_run` is refused regardless, which already covers it. + +Microsoft 365 is unreachable in this version. Mail and calendar steps reach +Microsoft 365 only through `action_invoke`, which is refused. + +## Re-authorization on every run + +`execute_plan_replay_task` calls `authorize_plan_replay_run` and then reloads +the workflow before it creates any orchestration run, so a refusal stops the +run without running any step. Each run checks, in order: + +1. `enable_workflow_plan_replay`, `enable_chat_orchestration` and + `allow_user_workflows` are on. +2. The workflow is personal, and the creator checks in [Identity](#identity) pass. +3. The task and allowlist versions are supported. +4. The stored hash matches the recomputed hash and the approval's hash. +5. The stored plan asks no question. +6. `classify_plan_steps` refuses nothing. +7. Every enabled step's capability is still on and still in the admin list + (`chat_orchestration_enabled_capabilities`), resolved with no roles. +8. Every source is still readable by the creator: each group in the seeds still + counts them as a member and allows chat; each public workspace still exists + and allows chat; and every document id in the seeds or the plan resolves as + `authorized` through `resolve_authorized_source_manifest`. +9. The workflow passes `_authorize_execution` as the creator. +10. The run's conversation is the workflow's own conversation (see below). + +The harness then revalidates the conversation, memory and capabilities, as it +does for any chat plan. + +## Conversation + +A replay runs in the workflow's own conversation, which the workflow runner +creates with `_ensure_workflow_conversation`. Before step 1, and every time the +orchestration lease reads its run, `_verify_workflow_conversation` requires +that the conversation: + +- isn't the source chat; +- belongs to the creator, isn't deleted for orchestration, and is private to + them; +- is a `workflow` conversation for this workflow, with no group. + +The source chat is never read at run time. Sharing it later changes nothing: +the replay doesn't read it, and its answer never goes there. Results land in the +workflow conversation like any other workflow result. + +## Execution and durability + +Replay workflows are durable. The runner wraps the replay in one +`workflow_unit`, marked replay-safe because it has no external effects and +reconciles earlier attempts before it starts. Attempts are numbered by the +durable unit, so a resumed attempt never reuses an identity a dead worker left +behind. + +Each attempt: + +1. Derives deterministic orchestration run, plan and turn ids from the workflow + run id, task id and attempt number. +2. Reconciles every earlier attempt. A completed attempt of the same frozen + plan is adopted, not repeated. A dead one is settled as failed with + `ownership_lost` and fenced. A live one is asked to stop and fenced, but never + taken over; if it doesn't stop within one orchestration lease period plus a + heartbeat, this attempt fails. +3. Creates the orchestration run idempotently in the workflow conversation, + bound to the workflow by `workflow_replay` (`workflow_id`, + `workflow_run_id`, `task_id`, `plan_sha256`, `attempt`). The run's user + message is the workflow run's own user message. +4. Claims the run and holds an orchestration `ExecutionLease`. +5. Runs `HarnessExecution` on a worker thread and polls it every 5 seconds. + Each poll calls the workflow runner's cancel check, which also asserts the + durable workflow lease. +6. On cancellation, a lost lease, or the 15-minute budget, it requests + cancellation, fences publication, waits up to 30 seconds for the worker, and + settles its own run. + +Only the workflow drives a replay run. The orchestration scheduler's due-run +query excludes runs with `workflow_replay`, and a replay run that reaches the +scheduler anyway is deferred untouched. Chat routes that would run, retry, +edit, revise or cancel a replay run return 409 `workflow_replay_run_managed`. + +## Typed output + +A completed replay records `plan-replay-result-v1` on the task: + +| Field | Source | +| --- | --- | +| `contract` | `plan-replay-result-v1` | +| `orchestration_run_id` | The orchestration run record's `id`. | +| `conversation_id` | The run record's conversation, the workflow conversation. | +| `plan_sha256` | The run record's `workflow_replay.plan_sha256`. | +| `status`, `outcome` | The run record. | +| `steps` | Each enabled frozen step with `step_id`, `capability_id`, its label and its status from the executor's `execution_steps` or `task_results`, or `not_run`. | +| `final_response` | The answer message id and the run record's message. | +| `artifacts` | Generated images from the answer message's stored metadata (`visual_id`) and the run record's artifacts, each normalized to `image` or `file` with its stored id. | + +Every id comes from a stored record. Model prose is never parsed for an +execution id or treated as an engine result. + +The task's run item carries the same result for the V2 run inspector, with the +final response capped at 4,000 characters and a `truncated` flag; the full +answer stays in the workflow conversation and the task's stored result. The +inspector's **Saved chat plan run** block shows the run id, status, each step +with its status, the final response and the artifacts. A redacted run item +withholds `plan_replay` along with the rest of the result. + +## Creation path + +Creation path **B**: a **Repeat on a schedule** button under a finished +orchestrated answer opens a **Save this chat plan** card. + +Why B rather than asking the planner: the plan being saved is one the user +already saw run, so the card can show exactly that plan. The planner never +writes a definition, and a "save" can't be produced by model output. The +existing proposal and hand-off paths stay unchanged. + +The button shows only when all three settings are on, under a completed, +unmasked answer with a run id, in the active conversation, when that +conversation is private to the user, and when the plan didn't propose, start or +hand off a workflow. + +Routes, both `@swagger_route(security=get_auth_security())`, +`@login_required`, `@user_required`, `@enabled_required('allow_user_workflows')` +and `@workflow_user_required`: + +| Route | Purpose | +| --- | --- | +| `GET /api/v2/orchestration/runs//plan-replay?conversation_id=` | Freezes the run in memory and returns what would be saved, with any refusals. Writes nothing. | +| `POST /api/v2/orchestration/runs//plan-replay` | Freezes again, requires the previewed `plan_sha256`, re-checks every source, checks the quota and creates the workflow. 201 when created, 200 when this plan is already saved. | + +The card fetches the preview only when the user opens it. Before anything is +saved, it discloses the request, how dates are handled and in which time zone, +the shortest interval allowed, the step cap, that runs act as the user in the +workflow's own conversation, and every frozen step with its title and +capability label. A refused plan lists each refusal under **This plan has +replay notes** and can't be saved. Saving is always a manual choice, and the +workflow is saved paused unless the user turns on **Turn on the schedule now**. + +The workflow id is derived from the user, the source run and the hash, so +saving the same plan twice returns the existing workflow. A workflow that was +deleted can be created again from the same card. + +### Editor + +The V2 workflow editor shows a replay workflow's **Saved chat plan** section +read-only: the request, when it was frozen, the allowlist version, the time +handling, and the numbered steps with each title and capability label. It tells +the user to run the request again in chat and save the new plan to change the +steps. The name, description, trigger, schedule, alerts and whether it's on stay +editable. The Classic workflow page routes a replay workflow to V2: "This +workflow uses a saved chat plan. Open V2 to edit it without losing its +configuration." + +## Relative time + +Dates written in the request stay as written. Each run appends a server-built +line with the current local date and time +(`request_local_time_line`) to the resolved message the harness reads, so a +request about "this week" is read against the day the run happens. + +The time zone is the schedule's `timezone`, then the source run's time zone, +then UTC. The card names it, and V2 mirrors the same fallback. + +## Waits and budgets + +Steps that finish after the plan stops waiting are refused in this version (see +[Allowlist](#allowlist)), so a replay never parks a durable workflow run on an +orchestration wait. + +| Budget | Value | +| --- | --- | +| Steps | 8 enabled steps (`PLAN_REPLAY_MAX_STEPS`) | +| Run time | 900 seconds (`PLAN_REPLAY_MAX_SECONDS`); then the run is cancelled and fenced and fails with `replay_budget_exceeded` | +| Stop grace | 30 seconds for the worker to stop after cancellation | +| Earlier attempts | One orchestration lease period plus a heartbeat for a live earlier attempt to stop | +| Durable attempts | 3, the shared bound for a replay-safe durable unit | + +## Cost + +There is no spend cap, so replay reuses the caps on chat-created workflows: + +- The schedule must meet `get_orchestration_workflow_min_interval_seconds`, the + larger of `chat_orchestration_min_workflow_interval_seconds` (one hour by + default) and `workflow_min_schedule_interval_seconds`. It is enforced on every + save of a replay workflow, including later edits. +- Replay workflows count toward `chat_orchestration_max_workflows_per_user` + (20 by default). Over the limit, the save is refused as `quota_exceeded` (429). + +## Prompt injection + +Documents, web pages and email are untrusted. + +- There are no free-form destinations. Actions, agents, page fetches, web + search, rendered files and Microsoft 365 are all refused. A run writes only to + the workflow's own conversation and the run's own artifacts. +- The card discloses the request and every step before the user saves. +- The replay adds no new prompt around document text. Untrusted content stays + fenced by the harness's existing prompts, and the only new text in the + prompt is the server-built run-time line. + +## Refusals + +Every refusal is a fixed message from `REFUSAL_MESSAGES`, never model output. + +| Code | When | HTTP (save/preview) | What the user sees | +| --- | --- | --- | --- | +| `replay_disabled` | Setting off | 403 | Card: inline error. Run: fails with "Repeating chat plans is turned off. Ask an admin to turn it on, then run the workflow again." | +| `orchestration_disabled` | Chat orchestration off | 403 | Same places, "Chat orchestration is turned off, so this saved plan can't run." | +| `personal_workflows_disabled` | Personal workflows off | 403 | The routes refuse first; a run fails with the fixed text. | +| `group_not_supported` | Group workflow | 422 | Save or run refused. | +| `creator_mismatch` | Actor isn't the creator | 403 | Save or run refused. | +| `shared_conversation_not_allowed` | Shared source chat | 403 | Card error. | +| `run_not_found` | Missing or another user's run | 404 | Card error. | +| `source_run_not_eligible` | Not a completed, approved plan | 409 | Card error. | +| `plan_hash_mismatch` | Plan changed since the preview, or a stored hash mismatch | 409 | Card: **Reload plan**. Run: "This saved plan changed after it was approved. Create it again from chat." | +| `allowlist_version_unsupported` | Unknown task or allowlist version | 422 | Run fails with the fixed text. | +| `capability_not_replayable`, `role_required`, `replay_wait_unsupported`, `elicitation_not_replayable`, `conversation_context_not_replayable` | Refused step or plan | 422 | Card: **This plan has replay notes**, one line per step. Run: the first refusal's text. | +| `capability_unavailable` | A capability was turned off or removed from the admin list | 422 | Run fails with "A step in this plan is turned off or no longer available." | +| `source_unavailable` | Lost document, group or public workspace access | 422 | Save or run refused. | +| `replay_budget_exceeded` | More than 8 steps, or the run exceeded 15 minutes | 422 | Card note, or the run fails. | +| `replay_execution_failed`, `model_unavailable` | The harness couldn't finish | — | Run fails with the fixed text. | +| `workflow_unavailable` | Workflow deleted or being deleted | — | Run stops before step 1. | +| `plan_replay_read_only` | A save tried to change the frozen plan | 422 | Editor save error. | +| `quota_exceeded` | Too many chat-created workflows | 429 | Card error. | +| `workflow_conflict` | The workflow is being changed or deleted | 409 | Card error. | +| `workflow_replay_run_managed` | A chat route on a replay run | 409 | Chat action refused. | +| `invalid_request`, `service_unavailable` | Bad request, store failure | 422, 503 | Card error, without detail. | + +A run-time refusal isn't retried. The run fails with the fixed text, which +shows on the run's task in the run inspector and in the run history. Alerts +follow the workflow's own alert settings, as for any failed run. There is no +separate replay alert, and nothing is sent to the bell unless the workflow's +alert settings send one. + +### When the setting is turned off or a capability is removed + +Nothing is deleted or rewritten. The **Repeat on a schedule** button +disappears, the routes refuse with `replay_disabled`, and every existing replay +workflow fails its next run with the fixed `replay_disabled` reason before +running any step. Turning the setting back on lets the same workflows run again. + +When an admin turns off or removes an allowed capability, a replay workflow +with that step fails its next run with `capability_unavailable` until the +capability is back. A removed group membership, public workspace or document +fails the run with `source_unavailable`. + +## With the setting off + +Off is the default. With it off, workflows without a `plan_replay` task behave +exactly as on the base commit: `test_workflow_plan_replay_off_golden.py` +compares the runner's task sequences, personal workflow saves, group workflow +builds and run-history redaction against a golden captured from base +`fa3422dee`. + +## Files + +| File | Change | +| --- | --- | +| `functions_workflow_plan_replay.py` | New: allowlist, freeze, hash, preview, save, run-time authorization, executor, reconciliation and typed result. | +| `functions_workflow_runner.py` | Dispatches a `plan_replay` task to the replay executor in one durable unit, and records the typed result on the run item. | +| `functions_personal_workflows.py` | Keeps the frozen plan read-only on save and applies the chat cadence floor to replay workflows. | +| `functions_group_workflows.py` | Refuses a `plan_replay` task. | +| `functions_orchestration_scheduler.py` | Excludes replay runs from the due-run query. | +| `route_backend_orchestration.py` | Preview and save routes; 409 for chat routes on replay runs. | +| `functions_settings.py`, `admin_settings_fields.py`, `route_frontend_admin_settings.py`, `templates/admin/_panes/chat-orchestration.html` | The setting, default off, saved only as a real `True`. | +| `functions_orchestration_registry.py` | The setting's name. | +| `functions_saved_analysis.py` | Redaction withholds `plan_replay`. | +| `static/js/workspace/workspace_workflows.js` | The Classic page routes replay workflows to V2. | +| `v2_ui/src/components/chat/PlanReplaySaveCard.tsx`, `MessageList.tsx` | The card and when it shows. | +| `v2_ui/src/lib/workflowPlanReplay.ts` | API client, parsing and disclosure text. | +| `v2_ui/src/components/workflows/WorkflowEditorDialog.tsx`, `WorkflowRunHistory.tsx`, `lib/workflowEditor.ts`, `lib/workflowEditorSections.ts` | Read-only editor section and the run inspector block. | + +## Testing and validation + +| Test | Covers | +| --- | --- | +| `functional_tests/test_workflow_plan_replay_off_golden.py` | Off-golden against the base, the fixed reason while off, default off and the save-path coercion. | +| `functional_tests/test_workflow_plan_replay_freeze.py` | Allowlist reasons and every refused class, wait kinds including Phase 6c's, freeze eligibility, the hash, edit invalidation, per-run setting, capability, role, question and source checks, creator-only actor, group refusal, manual and scheduled parity. | +| `functional_tests/test_workflow_plan_replay_execution.py` | End-to-end replay under the headless harness with the model and search stubbed, the conversation binding and later sharing, creator-only runs, deleted or changed workflows, cancellation, budget and lease loss, durable restart, adoption and reconciliation, typed output and redaction, relative time. | +| `functional_tests/test_workflow_plan_replay_routes.py` | Preview disclosure, paused save, hash binding, settings, cadence floor, shared chats, refused steps, group access lost at save, quota and conflicts, read-only saves, the chat-route 409s. | +| `functional_tests/test_workflow_plan_replay_boundaries.py` | Import order and boundaries, scheduler exclusion. | +| `functional_tests/route_tests/test_route_blueprint_policy_inventory.py`, `test_route_unauthenticated_policy_contract.py` | Route policy for the two new routes. | +| `functional_tests/test_v2_workflow_plan_replay_client.mjs` | V2 client parsing, disclosure text, time-zone fallback and editor payloads. | +| `ui_tests/test_v2_workflow_plan_replay_card.py` | The card, refusals and save in a browser, with hostile step titles and workflow names. | +| `ui_tests/test_workflow_classic_advanced_guard.py` | The Classic page routes replay workflows to V2. | + +## Limits and follow-ups + +- Only the seven capabilities above replay. Waiting producers (`render_file`, + `tabular_analyze`), role-gated producers (`web_search`), `url_fetch`, + `deep_research` and Microsoft 365 need their own design. +- A failed replay records the fixed reason, but no typed result. +- The workflow conversation receives both the orchestration answer and the + workflow's result message. +- A durable restart starts a new orchestration attempt rather than resuming the + same orchestration run. +- A worker that doesn't stop within the stop grace is fenced and settled, but + not finalized further. +- Group workflows, the SimpleChat action's workflow creation (#1347) and + Monitor triggers (#949) are out of scope. diff --git a/docs/explanation/release_notes.md b/docs/explanation/release_notes.md index f4b604495..eb98dfd8d 100644 --- a/docs/explanation/release_notes.md +++ b/docs/explanation/release_notes.md @@ -2,6 +2,18 @@ For feature-focused and fix-focused drill-downs by version, see [Features by Version](https://github.com/microsoft/simplechat/tree/main/docs/explanation/features) and [Fixes by Version](https://github.com/microsoft/simplechat/tree/main/docs/explanation/fixes). +### **(v0.261.303)** + +#### New Features + +* **Repeat a Chat Plan on a Schedule** + * With **Repeat Chat Plans On A Schedule** on (`enable_workflow_plan_replay`, off by default; it needs Chat Orchestration and personal workflows), a finished orchestrated answer offers **Repeat on a schedule**. The card freezes the plan that just ran and shows the request, how dates are handled, the shortest allowed interval, the step cap and every step with its capability before anything is saved. Saving creates a paused personal workflow unless the user turns the schedule on. + * Each run replays the frozen plan as the person who saved it, in the workflow's own conversation, never the chat it came from. The plan is SHA-256 hashed when it's saved and checked again before every run, and the model never adds, removes or rewrites a step. Each run also checks again that the setting, Chat Orchestration, every step's capability, and every document, group and public workspace the plan reads are still available to that person. A refused run fails with a fixed reason before any step runs. + * Only steps that are safe to repeat are allowed: Search documents, Analyse documents, Compare documents, Merge documents, Inspect spreadsheets, Prepare content and Generate image. Web search, page fetches, deep research, actions, agents, workflow steps, steps that wait for a file or result, and plans that asked the user a question are refused, with a reason for each step. A run is limited to 8 steps and 15 minutes, and the schedule follows the chat-created workflow minimum interval and quota. + * The run inspector shows a typed result for each run: the orchestration run, each step's status, the final response and its image or file artifacts. The V2 workflow editor shows the frozen steps read-only; the name, schedule and alerts stay editable. The Classic workflow page sends these workflows to V2. + * Part of #1550, refs #1543. + * (Ref: `functions_workflow_plan_replay.py`, `functions_workflow_runner.py`, `route_backend_orchestration.py` `/api/v2/orchestration/runs//plan-replay`, `PlanReplaySaveCard.tsx`, `WorkflowEditorDialog.tsx`, `WorkflowRunHistory.tsx`, [Workflow plan replay](features/WORKFLOW_PLAN_REPLAY.md)) + ### **(v0.261.301)** #### New Features diff --git a/docs/guides/create-a-workflow.md b/docs/guides/create-a-workflow.md index 61767094d..497b936f5 100644 --- a/docs/guides/create-a-workflow.md +++ b/docs/guides/create-a-workflow.md @@ -150,6 +150,75 @@ connection in your profile. See [Chat orchestration workflow proposals](../explanation/features/CHAT_ORCHESTRATION_WORKFLOW_PROPOSALS.md) for how proposals are checked and created. +### Repeat a chat plan on a schedule + +Starting in **0.261.303**, you can save a plan that chat already ran as a +personal workflow that repeats the same steps, for example every Monday. Use it +when an orchestrated answer was worth having once and you want the same +searches, analysis and answer again without asking each time. A workflow +proposal, described above, writes new workflow tasks for you. A saved plan +instead repeats the exact steps that ran in chat, so the steps you approved are +the steps that run. + +**Repeat on a schedule** appears under an orchestrated answer when your +administrator has turned on **Repeat Chat Plans On A Schedule**, you can create +personal workflows, the conversation is private to you and the plan finished. +It doesn't appear under a masked answer, or under a plan that proposed, started +or handed off a workflow. + +Choosing it opens **Save this chat plan**. Before anything is saved, the card +shows: + +- **Request**: what you asked, as each run will repeat it. +- **Time**: dates written in the plan stay as written, so "March 3" always + means March 3. Each run is also told the current date and time in the time + zone the card names, so a request about "this week" can be read against the + day the run happens. That is the schedule's own time zone when it has one, + otherwise the time zone of the chat the plan came from, or UTC. +- **Cadence**: the shortest repeat interval allowed. +- **Step cap**: the most steps a saved plan can have. +- **Runs as**: you, in the workflow's own conversation. +- Every step, numbered, with its title and the kind of work it does. + +Only steps that **Search documents**, **Analyse documents**, **Compare +documents**, **Merge documents**, **Inspect spreadsheets**, **Prepare content** +or **Generate image** from a written prompt can be repeated. A plan that +searches the web, researches in depth, reads linked pages, analyses or merges +spreadsheets, uses an action, asks an agent, creates a file to download, edits a +reference image, works with workflows, or asked you a question before it ran +can't be saved. In that case the card lists each problem under **This plan has +replay notes**, with the step it applies to, and offers no way to save. + +To save, optionally give the workflow a name and description, choose whether it +should **Run on a schedule** and pick the schedule, then choose **Save +workflow**. The workflow is saved paused unless you also turn on **Turn on the +schedule now**. Without a schedule, it runs only when you start it from +Workflows. **Open workflow** takes you to it. + +The saved steps can't be changed. In the workflow editor, the **Saved chat +plan** section lists them read-only; you can still change the name, +description, schedule, alerts and whether the workflow is on. To change the +steps, ask again in chat and save the new plan. The Classic workflow page sends +you to V2 to edit it. + +Every run: + +- Runs as you, the person who saved it, whether it was started by the schedule + or by hand, and is allowed the same steps either way. +- Checks first that the setting is still on, every step is still allowed and + you can still open every document, group and public workspace the plan reads. +- Repeats the saved steps in order. The model writes the answer again from that + run's results, but never adds, removes or changes a step. +- Runs in the workflow's own conversation, not the chat you saved it from, so + sharing that chat later doesn't change what the workflow reads or where its + answer goes. +- Stops after 15 minutes. + +If a check fails, the run stops without running any step and shows a fixed +reason, such as "Repeating chat plans is turned off" or "A document, group or +public workspace this plan reads is no longer available to you", in the run +history and in any failure alert you set up. + ## Run on a calendar schedule From version **0.261.193**, a scheduled workflow can run at a local time rather diff --git a/docs/reference/chat-controls.md b/docs/reference/chat-controls.md index 7d0c72509..79f4bccec 100644 --- a/docs/reference/chat-controls.md +++ b/docs/reference/chat-controls.md @@ -671,6 +671,27 @@ An answer whose plan handed work off shows the hand-off card instead of the off and propose or start a workflow, so nothing is hidden, and the run shows only once. +## Saved chat plans (V2 interface) + +Implemented in **0.261.303** (Refs: microsoft/simplechat#1550). A finished +orchestrated answer can be saved as a personal workflow that repeats the same +steps on a schedule. The steps are frozen when you save them, and each run +repeats them as you, in the workflow's own conversation. See +[Repeat a chat plan on a schedule]({{ '/guides/create-a-workflow/' | relative_url }}#repeat-a-chat-plan-on-a-schedule). + +{% include media.html src="reference/chat-controls-saved-chat-plan-card.png" alt="Save this chat plan card under an orchestrated answer, showing the request, time handling, cadence, step cap, the numbered steps and the Save workflow button." title="Save this chat plan card" capture="Capture an expanded Save this chat plan card under a finished orchestrated answer, showing the Request, Time, Cadence, Step cap and Runs as lines, the numbered steps with their kind of work, the schedule fields and the Save workflow button. Redact the conversation title, the request and the step titles." %} + +| Control | What it does | Why you would use it | Enabled by | +| --- | --- | --- | --- | +| Repeat on a schedule | Opens the **Save this chat plan** card and loads what would be saved: the request, how dates are handled, the shortest schedule allowed, the step cap, who the runs act as, and every step with its title and kind of work. If a step can't be repeated, the card lists why under **This plan has replay notes** and offers no way to save. | See exactly what a saved workflow would repeat before anything is created. | `enable_workflow_plan_replay`, `enable_chat_orchestration` and `allow_user_workflows`, under a finished answer in a conversation that's private to you. Not shown on a masked answer, or under a plan that proposed, started or handed off a workflow | +| Collapse | Hides the card again. | Put the card away without saving. | The card is open | +| Reload plan | Loads the plan again after the server reports it changed since the card loaded. | Review the current plan instead of saving one you haven't seen. | Saving was refused because the plan changed | +| Workflow name and Description | Name and describe the workflow. Leave the name empty and SimpleChat picks one. | Find the workflow later in Workflows. | The plan can be saved | +| Run on a schedule | Shows the schedule fields. When it's off, the workflow runs only when you start it from Workflows. | Choose between a recurring and a manual workflow. | The plan can be saved | +| Turn on the schedule now | Saves the workflow turned on. It's off by default, so the workflow is saved paused. | Start the schedule straight away once the card matches what you want. | **Run on a schedule** is on | +| Save workflow | Creates the workflow with the frozen steps and the schedule shown. The card then says **Saved and scheduled.**, **Saved as a paused workflow.** or, when this plan was already saved, **This plan is already saved as a workflow.** | Create the workflow. Nothing is created until you choose it. | The plan can be saved | +| Open workflow | Opens the saved workflow in Workflows, where the **Saved chat plan** section lists its steps read-only. | Change its name, description, schedule or alerts, turn it on, or run it. | The workflow was saved | + ## Workflow runs (V2 interface) Implemented in **0.261.212** (Refs: microsoft/simplechat#1551). When you ask chat From be8a302db2d09f048b73a5864649206a170aad4d Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 15:36:21 -0400 Subject: [PATCH 31/41] Label the plan replay roles design as option (c) The approved plan chose option (c): a fixed, empty-roles identity on every path combined with option (a)'s role-free allowlist. The feature doc now uses the same label. Part of #1550 Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- docs/explanation/features/WORKFLOW_PLAN_REPLAY.md | 3 ++- 1 file changed, 2 insertions(+), 1 deletion(-) diff --git a/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md b/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md index 5f00a2ccf..a622d4474 100644 --- a/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md +++ b/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md @@ -65,7 +65,8 @@ Background runs have no signed-in session. `capture_execution_identity` outside a request returns empty roles and no email, so a role-gated step that worked when the user ran the plan by hand would fail on the schedule. -Plan replay uses a role-free allowlist (option **a**). Every capability check, +Plan replay uses its own design (option **c**): a fixed, empty-roles identity on +every path, combined with option (a)'s role-free allowlist. Every capability check, at freeze and on every run, resolves capabilities with `user_roles: []` and `user_enable_agents: False`. The harness is prepared with the same empty identity context. A capability that needs the caller's roles is From 8f0d5b3ab3864cd784c2d93ee7aab048bc4c3133 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 15:36:21 -0400 Subject: [PATCH 32/41] Bump version to 0.261.303 Part of #1550 Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- application/single_app/config.py | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/application/single_app/config.py b/application/single_app/config.py index 143f847b8..9eba2c3d2 100644 --- a/application/single_app/config.py +++ b/application/single_app/config.py @@ -101,7 +101,7 @@ EXECUTOR_TYPE = 'thread' EXECUTOR_MAX_WORKERS = 30 SESSION_TYPE = 'filesystem' -VERSION = "0.261.301" +VERSION = "0.261.303" IS_DEVELOPMENT = is_development_env_enabled() # Opt-out for deployments where App Service Easy Auth is active but the platform From efe2eda1b7acab3d9afa631ebb5b29c5ea08c9ed Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 16:36:42 -0400 Subject: [PATCH 33/41] Refuse 6c waited plans as replay_wait_unsupported Phase 6c records which workflow_run step waits as plan['workflow_run_waits'] = {step_id: {'version': 1, 'workflow': handle}}. Contract normalization drops that key, so freeze_source_run now reads it from the source run first and passes it to classify_plan_steps. - Each enabled step the marker names gets one replay_wait_unsupported refusal ("Step N (label) waits for a saved workflow run to finish..."), in place of capability_not_replayable. - A marker that names no enabled step, or can't be read, refuses the whole plan with replay_wait_unsupported (fail closed). - The step-level wait-kind check and the mirrored constant stay. Tests go through freeze_source_run with 6c's stored shape: a matched step, unmatched and unreadable markers, and absent or empty markers that change nothing. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- .../functions_workflow_plan_replay.py | 27 +++++++- .../features/WORKFLOW_PLAN_REPLAY.md | 18 +++++- .../test_workflow_plan_replay_freeze.py | 62 +++++++++++++++++++ 3 files changed, 101 insertions(+), 6 deletions(-) diff --git a/application/single_app/functions_workflow_plan_replay.py b/application/single_app/functions_workflow_plan_replay.py index a7000bb76..0acf8d3ce 100644 --- a/application/single_app/functions_workflow_plan_replay.py +++ b/application/single_app/functions_workflow_plan_replay.py @@ -71,6 +71,10 @@ # Phase 6c in-plan wait kind. Mirrors SAVED_WORKFLOW_RUN_WAIT_KIND in # functions_orchestration_workflow_run_wait.py, which is not on this base yet. SAVED_WORKFLOW_RUN_WAIT_KIND = 'saved_workflow_run' +# Phase 6c stores which workflow_run step waits as plan['workflow_run_waits'] = +# {step_id: {'version': 1, 'workflow': handle}}. Contract normalization drops the key, so it is +# read from the source run before the plan is frozen. +WORKFLOW_RUN_WAITS_PLAN_KEY = 'workflow_run_waits' REFUSED_WAIT_KINDS = frozenset({ 'native_tabular_compute', 'orchestration_output', 'orchestration_result', SAVED_WORKFLOW_RUN_WAIT_KIND, @@ -188,15 +192,19 @@ def _refusal(code, number, step, message): } -def classify_plan_steps(plan): +def classify_plan_steps(plan, workflow_run_waits=None): """Return every refusal for ``plan``; an empty list means every enabled step may replay. One function serves the freeze and the run-time preflight, so both apply the same rules. + ``workflow_run_waits`` is the source run's Phase 6c wait marker, read before normalization. """ plan = plan if isinstance(plan, dict) else {} steps = plan.get('steps') if isinstance(plan.get('steps'), list) else [] refusals = [] enabled = [step for step in steps if isinstance(step, dict) and step.get('enabled', True)] + # Any marker that is present fails closed: an unreadable one refuses the whole plan below. + waited_step_ids = set(workflow_run_waits) if isinstance(workflow_run_waits, dict) else set() + waited_matched = False if not enabled: refusals.append(_refusal('capability_unavailable', 0, {}, 'This plan has no steps to repeat.')) if len(enabled) > PLAN_REPLAY_MAX_STEPS: @@ -210,7 +218,13 @@ def classify_plan_steps(plan): label = capability_label(capability_id) prefix = f'Step {number} ({label})' arguments = step.get('arguments') if isinstance(step.get('arguments'), dict) else {} - if _declared_wait_kinds(step): + if isinstance(step.get('step_id'), str) and step['step_id'] in waited_step_ids: + waited_matched = True + refusals.append(_refusal( + 'replay_wait_unsupported', number, step, + f'{prefix} waits for a saved workflow run to finish, which a repeated run can\'t do yet.', + )) + elif _declared_wait_kinds(step): refusals.append(_refusal( 'replay_wait_unsupported', number, step, f'{prefix} waits for work to finish after the plan stops, which a repeated run can\'t do yet.', @@ -242,6 +256,11 @@ def classify_plan_steps(plan): 'capability_not_replayable', number, step, f'{prefix} offers an image for you to accept, which a repeated run can\'t do.', )) + if workflow_run_waits not in (None, {}) and not waited_matched: + refusals.append(_refusal( + 'replay_wait_unsupported', 0, {}, + 'This plan waits for a saved workflow run to finish, which a repeated run can\'t do yet.', + )) # Every compiled plan declares at least the implicit answer. Only a file waits on render_file; # any other kind outside the answer, image and visuals is refused too. deliverables = plan.get('deliverables') if isinstance(plan.get('deliverables'), list) else [] @@ -552,8 +571,10 @@ def freeze_source_run(record, conversation, user_id, settings): if not request: raise PlanReplaySaveError('source_run_not_eligible') frozen_seeds = build_frozen_seeds(seeds) + # Read Phase 6c's wait marker before normalization drops it from the frozen plan. + workflow_run_waits = record['plan'].get(WORKFLOW_RUN_WAITS_PLAN_KEY) frozen_plan = normalize_plan_contract(record['plan']) - refusals = classify_plan_steps(frozen_plan) + refusals = classify_plan_steps(frozen_plan, workflow_run_waits) if not refusals: try: authorize_replay_capabilities(user_id, frozen_plan, settings) diff --git a/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md b/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md index a622d4474..20f1dd74c 100644 --- a/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md +++ b/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md @@ -154,7 +154,7 @@ Refused, with the per-step reason shown on the card: | Class | Capabilities | Code | | --- | --- | --- | -| Asynchronous waits | `tabular_analyze`, `render_file`, any step declaring a wait kind (`native_tabular_compute`, `orchestration_output`, `orchestration_result`, and Phase 6c's `saved_workflow_run`), and a plan that delivers a `file` | `replay_wait_unsupported` | +| Asynchronous waits | `tabular_analyze`, `render_file`, any step declaring a wait kind (`native_tabular_compute`, `orchestration_output`, `orchestration_result`, and Phase 6c's `saved_workflow_run`), a `workflow_run` step that Phase 6c marked as waiting, and a plan that delivers a `file` | `replay_wait_unsupported` | | Needs the caller's roles | `web_search` | `role_required` | | Workflow capabilities | `workflow_propose`, `workflow_run`, `workflow_results`, `workflow_handoff` | `capability_not_replayable` | | External effects | `action_invoke`, `agent_invoke` (and `workflow_run`) | `capability_not_replayable` | @@ -167,9 +167,21 @@ Refused, with the per-step reason shown on the card: | Size | No enabled steps, or more than 8 | `capability_unavailable`, `replay_budget_exceeded` | Phase 6c's wait kind isn't on this base yet, so its value is mirrored as -`SAVED_WORKFLOW_RUN_WAIT_KIND` in `functions_workflow_plan_replay.py`. +`SAVED_WORKFLOW_RUN_WAIT_KIND` in `functions_workflow_plan_replay.py`. The real +constant is `functions_orchestration_workflow_run_wait.SAVED_WORKFLOW_RUN_WAIT_KIND`. `workflow_run` is refused regardless, which already covers it. +Phase 6c records which `workflow_run` step waits in the source plan as +`plan['workflow_run_waits'] = {step_id: {'version': 1, 'workflow': handle}}`. +Freezing reads that marker before normalization drops it, so the frozen plan +never carries it: + +- Each enabled step the marker names is refused once as `replay_wait_unsupported` + ("Step N (label) waits for a saved workflow run to finish…"), in place of + `capability_not_replayable`. +- A marker that names no enabled step, or that can't be read, refuses the whole + plan with the same code. It fails closed. + Microsoft 365 is unreachable in this version. Mail and calendar steps reach Microsoft 365 only through `action_invoke`, which is refused. @@ -444,7 +456,7 @@ builds and run-history redaction against a golden captured from base | Test | Covers | | --- | --- | | `functional_tests/test_workflow_plan_replay_off_golden.py` | Off-golden against the base, the fixed reason while off, default off and the save-path coercion. | -| `functional_tests/test_workflow_plan_replay_freeze.py` | Allowlist reasons and every refused class, wait kinds including Phase 6c's, freeze eligibility, the hash, edit invalidation, per-run setting, capability, role, question and source checks, creator-only actor, group refusal, manual and scheduled parity. | +| `functional_tests/test_workflow_plan_replay_freeze.py` | Allowlist reasons and every refused class, wait kinds including Phase 6c's, Phase 6c's stored wait marker (matched, unmatched and unreadable), freeze eligibility, the hash, edit invalidation, per-run setting, capability, role, question and source checks, creator-only actor, group refusal, manual and scheduled parity. | | `functional_tests/test_workflow_plan_replay_execution.py` | End-to-end replay under the headless harness with the model and search stubbed, the conversation binding and later sharing, creator-only runs, deleted or changed workflows, cancellation, budget and lease loss, durable restart, adoption and reconciliation, typed output and redaction, relative time. | | `functional_tests/test_workflow_plan_replay_routes.py` | Preview disclosure, paused save, hash binding, settings, cadence floor, shared chats, refused steps, group access lost at save, quota and conflicts, read-only saves, the chat-route 409s. | | `functional_tests/test_workflow_plan_replay_boundaries.py` | Import order and boundaries, scheduler exclusion. | diff --git a/functional_tests/test_workflow_plan_replay_freeze.py b/functional_tests/test_workflow_plan_replay_freeze.py index 2d4f34cc0..c0cfbcc96 100644 --- a/functional_tests/test_workflow_plan_replay_freeze.py +++ b/functional_tests/test_workflow_plan_replay_freeze.py @@ -204,6 +204,68 @@ def test_the_phase_6c_saved_workflow_run_wait_is_refused(replay): require(_codes(refusals) == ["replay_wait_unsupported"], str(refusals)) +def _waited_run_plan(**extra): + """A plan as Phase 6c stores it: one workflow_run step that waits, read by a compose step.""" + summarize = _step("compose", 2, instruction="Summarize the workflow's results.") + summarize["depends_on"] = ["s1"] + return _plan(_step("workflow_run", 1, workflow="w1"), summarize, **extra) + + +def test_a_waited_workflow_run_step_is_refused_as_a_wait_when_frozen(replay): + label = replay.capability_label("workflow_run") + # Phase 6c's stored shape: plan["workflow_run_waits"] = {step_id: {"version": 1, "workflow": handle}}. + marker = {"s1": {"version": 1, "workflow": "w1"}} + record = _record(plan=_waited_run_plan(workflow_run_waits=marker)) + freeze = replay.freeze_source_run(record, _conversation(), OWNER, REPLAY_SETTINGS) + refusals = freeze["refusals"] + require(_codes(refusals) == ["replay_wait_unsupported"], f"One refusal for the waited step: {refusals}") + require(refusals[0]["step_number"] == 1 and refusals[0]["step_id"] == "s1", str(refusals)) + require(refusals[0]["capability_id"] == "workflow_run", str(refusals)) + require( + refusals[0]["message"] + == f"Step 1 ({label}) waits for a saved workflow run to finish, which a repeated run can't do yet.", + refusals[0]["message"], + ) + require("workflow_run_waits" not in freeze["frozen_plan"], "The frozen plan never carries the marker.") + preview = replay.build_plan_replay_preview(freeze, REPLAY_SETTINGS) + require(preview["eligible"] is False and preview["refusals"] == refusals, str(preview)) + + unmarked = replay.freeze_source_run(_record(plan=_waited_run_plan()), _conversation(), OWNER, REPLAY_SETTINGS) + require(_codes(unmarked["refusals"]) == ["capability_not_replayable"], + f"Without the marker the run step is refused as a workflow step: {unmarked['refusals']}") + + +@pytest.mark.parametrize("marker", [ + {"missing": {"version": 1, "workflow": "w1"}}, + {"s2": {"version": 1, "workflow": "w1"}}, + ["s1"], + "s1", + True, +]) +def test_a_wait_marker_that_matches_no_running_step_refuses_the_whole_plan(replay, marker): + switched_off = _step("workflow_run", 2, workflow="w1") + switched_off["enabled"] = False + plan = _plan(_step("compose", 1, instruction="Summarize the notes."), switched_off, workflow_run_waits=marker) + freeze = replay.freeze_source_run(_record(plan=plan), _conversation(), OWNER, REPLAY_SETTINGS) + refusals = freeze["refusals"] + require(_codes(refusals) == ["replay_wait_unsupported"], f"{marker!r}: {refusals}") + require(refusals[0]["step_number"] == 0 and refusals[0]["step_id"] == "", str(refusals)) + require( + refusals[0]["message"] + == "This plan waits for a saved workflow run to finish, which a repeated run can't do yet.", + refusals[0]["message"], + ) + + +@pytest.mark.parametrize("marker", [None, {}]) +def test_an_absent_or_empty_wait_marker_changes_nothing(replay, marker): + baseline = replay.freeze_source_run(_record(), _conversation(), OWNER, REPLAY_SETTINGS) + record = _record(plan=_plan(_step("compose", instruction="Summarize the notes."), workflow_run_waits=marker)) + freeze = replay.freeze_source_run(record, _conversation(), OWNER, REPLAY_SETTINGS) + require(freeze["refusals"] == [], f"{marker!r}: {freeze['refusals']}") + require(freeze["plan_sha256"] == baseline["plan_sha256"], "An empty marker leaves the frozen plan unchanged.") + + def test_a_merge_that_feeds_render_file_is_refused_naming_render_file(replay): label = replay.capability_label("render_file") plan = _plan( From 9f87bf1c4c6bd2a5fe676a35ef1fa2645eac85c6 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 17:00:58 -0400 Subject: [PATCH 34/41] Give replay workflows a default 'Run failed' alert A saved plan-replay workflow usually runs on a schedule nobody watches, so a run that is refused (for example after an admin turns the setting off) or that fails must still reach its creator. This restores the approved plan's default alert (deviation #7 reverted). - create_plan_replay_workflow saves the workflow with alert_mode 'rules' and exactly one rule, 'Run failed': severity high, delivery notify_only (bell only, never a pop-up), scope final, condition run_status failed or completed_with_task_errors. It goes through normal alert normalization and stays editable; a re-save returns the existing workflow unchanged, so the rule is never duplicated or put back. - The V2 Save this chat plan card discloses it before saving: "If a run fails, you'll get a 'Run failed' notification in the bell. You can change this in the workflow's alerts." - Tests: the exact stored rule and idempotent re-save; a refused scheduled run driven through the production runner reaches the bell once, with the fixed replay_disabled reason, linking to the workflow's own conversation, with no request, plan or model text and without reaching the harness; the client notice's parity with the server rule name; Playwright asserts the notice. - Docs: feature doc (Default alert section, refusals, test table), user guide, admin row, chat-controls reference and release notes. Part of #1550 Refs #1543 Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- .../functions_workflow_plan_replay.py | 25 +++- .../components/chat/PlanReplaySaveCard.tsx | 2 + .../v2_ui/src/lib/workflowPlanReplay.ts | 4 + docs/admin/orchestration.md | 2 +- .../features/WORKFLOW_PLAN_REPLAY.md | 52 ++++++-- docs/explanation/release_notes.md | 1 + docs/guides/create-a-workflow.md | 11 +- docs/reference/chat-controls.md | 4 +- .../test_v2_workflow_plan_replay_client.mjs | 13 +- .../test_workflow_plan_replay_routes.py | 121 +++++++++++++++++- ui_tests/test_v2_workflow_plan_replay_card.py | 2 + 11 files changed, 217 insertions(+), 20 deletions(-) diff --git a/application/single_app/functions_workflow_plan_replay.py b/application/single_app/functions_workflow_plan_replay.py index 0acf8d3ce..a035f8b37 100644 --- a/application/single_app/functions_workflow_plan_replay.py +++ b/application/single_app/functions_workflow_plan_replay.py @@ -48,6 +48,7 @@ PLAN_REPLAY_TIME_HANDLING = 'frozen_with_run_time_line' PLAN_REPLAY_MAX_STEPS = 8 PLAN_REPLAY_TASK_NAME = 'Repeat saved plan' +PLAN_REPLAY_DEFAULT_ALERT_RULE_NAME = 'Run failed' # The run inspector's copy of the final answer matches the task preview's cap; the full answer # stays in the workflow conversation and in the task's stored json result. PLAN_REPLAY_RUN_ITEM_TEXT_LIMIT = 4000 @@ -679,7 +680,26 @@ def _workflow_name_from_request(request): return f'Repeat: {text[:80]}' if text else 'Repeat saved plan' -def _workflow_payload_from_body(body, request): +def _default_alert_fields(workflow_id): + # A scheduled replay can be refused or fail with nobody watching, so every created replay + # workflow starts with one editable rule that puts failed runs in the creator's bell. + return { + 'alert_mode': 'rules', + 'alert_priority': 'none', + 'alert_evaluation': {'on_error': 'skip'}, + 'alert_rules': [{ + 'id': str(uuid.uuid5(uuid.NAMESPACE_URL, f'workflow-replay:alert:{workflow_id}:run-failed')), + 'name': PLAN_REPLAY_DEFAULT_ALERT_RULE_NAME, + 'enabled': True, + 'severity': 'high', + 'delivery': 'notify_only', + 'scope': {'type': 'final', 'task_id': ''}, + 'condition': {'type': 'run_status', 'statuses': ['failed', 'completed_with_task_errors']}, + }], + } + + +def _workflow_payload_from_body(body, request, workflow_id): body = body if isinstance(body, dict) else {} trigger = body.get('trigger') if isinstance(body.get('trigger'), dict) else {} schedule = body.get('schedule') if isinstance(body.get('schedule'), dict) else trigger.get('schedule') @@ -705,6 +725,7 @@ def _workflow_payload_from_body(body, request): 'instructions': request, 'runner': {'type': 'inherit'}, }], + **_default_alert_fields(workflow_id), } @@ -756,7 +777,7 @@ def create_plan_replay_workflow(user_id, run_id, body, settings, *, read_run=Non try: workflow, created = create_personal_workflow_if_absent( user_id, - _workflow_payload_from_body(body, freeze['request']), + _workflow_payload_from_body(body, freeze['request'], workflow_id), workflow_id=workflow_id, origin=origin, actor_user_id=user_id, diff --git a/application/v2_ui/src/components/chat/PlanReplaySaveCard.tsx b/application/v2_ui/src/components/chat/PlanReplaySaveCard.tsx index a88363830..ce7279a9c 100644 --- a/application/v2_ui/src/components/chat/PlanReplaySaveCard.tsx +++ b/application/v2_ui/src/components/chat/PlanReplaySaveCard.tsx @@ -14,6 +14,7 @@ import { type WorkflowScope, } from '../../lib/workflowEditor'; import { + PLAN_REPLAY_ALERT_NOTICE, describePlanReplayTimeHandling, fetchPlanReplayPreview, planReplayError, @@ -189,6 +190,7 @@ export function PlanReplaySaveCard({ You, in the workflow's own conversation. It only reads sources this plan read, and access is checked again. + {PLAN_REPLAY_ALERT_NOTICE}
    {preview.steps.map((step) => ( diff --git a/application/v2_ui/src/lib/workflowPlanReplay.ts b/application/v2_ui/src/lib/workflowPlanReplay.ts index 75ee058f4..fb044ff2c 100644 --- a/application/v2_ui/src/lib/workflowPlanReplay.ts +++ b/application/v2_ui/src/lib/workflowPlanReplay.ts @@ -7,6 +7,10 @@ import type { WorkflowDefinition } from './workflowEditor'; export const PLAN_REPLAY_INVALID_RESPONSE = 'The saved chat plan returned an invalid response.'; export const PLAN_REPLAY_GENERIC_ERROR = 'The saved chat plan could not be updated. Reload the chat and try again.'; export const PLAN_REPLAY_RESULT_CONTRACT = 'plan-replay-result-v1'; +// The server saves every replay workflow with one editable alert rule under this name. +export const PLAN_REPLAY_ALERT_RULE_NAME = 'Run failed'; +export const PLAN_REPLAY_ALERT_NOTICE = + `If a run fails, you'll get a '${PLAN_REPLAY_ALERT_RULE_NAME}' notification in the bell. You can change this in the workflow's alerts.`; const HASH = /^[a-f0-9]{64}$/; const SERVER_TEXT_CODES = new Set(['cadence_below_minimum', 'invalid_workflow_settings', 'invalid_workflow_alerts']); diff --git a/docs/admin/orchestration.md b/docs/admin/orchestration.md index 0a368f2bf..759b376a2 100644 --- a/docs/admin/orchestration.md +++ b/docs/admin/orchestration.md @@ -349,7 +349,7 @@ not claim that research verified the requested details. | Propose Workflows From Chat | Lets a plan turn a request for recurring or automated work, such as "email me a summary of my week every Monday", into a personal workflow proposal. The proposal appears as a card in the conversation, and no workflow exists until the user approves it there. Proposals are offered only in the user's own private conversations, and only to users who may already create personal workflows. | Off | `enable_chat_orchestration_workflows`; requires Chat Orchestration and personal workflows (`allow_user_workflows`), and the **Propose workflows** capability when the Capabilities list is narrowed. Since **0.261.207** | | Run Workflows From Chat | Lets a plan start one of the user's saved personal workflows when the user asks for it, such as "run my weekly digest now". A plan that starts a workflow always waits for the user to run it, even when the approval mode would run it automatically or after a countdown, and approving it starts each named workflow once. Runs are offered only in the user's own private conversations, only to users who may already create personal workflows, and only for workflows with durable execution on. It is independent of Propose Workflows From Chat, so either can be on without the other. | Off | `enable_chat_orchestration_workflow_runs`; requires Chat Orchestration and personal workflows (`allow_user_workflows`), and the **Run workflows** capability when the Capabilities list is narrowed. Since **0.261.212** | | Hand Off Large Work From Chat | Lets a plan hand a request that is too big for one chat plan, such as reviewing hundreds of documents, to a one-time durable workflow. The workflow reviews each document with Analyze and writes one report. The user approves the plan, then approves a hand-off card that names the documents, or says how many matching documents at most, the workflow will review. Accepting the card creates the workflow turned off, so it never runs on a schedule, and starts it once; when the run finishes, its report is posted back into the conversation. Hand-offs are offered only in the user's own private conversations. It is off by default because a hand-off starts background work that keeps running with the user's access after the chat turn ends. | Off | `enable_chat_orchestration_workflow_handoff`; requires Chat Orchestration, personal workflows (`allow_user_workflows`), Propose Workflows From Chat, Run Workflows From Chat and **Use Workflow Results In Chat**, and the **Hand off large work** capability when the Capabilities list is narrowed. Since **0.261.250**; since **0.261.295**, users accept, edit or decline a hand-off on the V2 hand-off card under the answer. | -| Repeat Chat Plans On A Schedule | Lets a user save a completed plan from their own private conversation as a personal workflow that repeats the same steps, such as every Monday. A **Repeat on a schedule** button under the answer opens a card that lists every saved step and the schedule, and nothing is saved until the user chooses **Save workflow**. The steps are frozen: each run repeats them exactly, as the user who saved them, in the workflow's own conversation, and checks this setting, the user's access and each step's capability again first. Only steps that search, analyze, compare or merge documents, inspect tabular files, write the answer or generate an image from a prompt can be repeated; web search, deep research, URL fetch, actions, agents, files to download and workflow steps can't. It is off by default because a saved plan keeps running with the user's access. Turning it off doesn't delete anything; those workflows stop at their next run with a fixed reason. | Off | `enable_workflow_plan_replay`; requires Chat Orchestration and personal workflows (`allow_user_workflows`). The schedule must meet **Minimum schedule interval for workflows created from chat** every time it is saved, including later edits, and the workflow counts toward **Workflows created from chat per user** under Limits. See [Repeat a chat plan on a schedule]({{ '/guides/create-a-workflow/' | relative_url }}#repeat-a-chat-plan-on-a-schedule). Since **0.261.303** | +| Repeat Chat Plans On A Schedule | Lets a user save a completed plan from their own private conversation as a personal workflow that repeats the same steps, such as every Monday. A **Repeat on a schedule** button under the answer opens a card that lists every saved step and the schedule, and nothing is saved until the user chooses **Save workflow**. The steps are frozen: each run repeats them exactly, as the user who saved them, in the workflow's own conversation, and checks this setting, the user's access and each step's capability again first. Only steps that search, analyze, compare or merge documents, inspect tabular files, write the answer or generate an image from a prompt can be repeated; web search, deep research, URL fetch, actions, agents, files to download and workflow steps can't. It is off by default because a saved plan keeps running with the user's access. Turning it off doesn't delete anything; those workflows stop at their next run with a fixed reason, which each creator sees through the workflow's default **Run failed** bell alert. | Off | `enable_workflow_plan_replay`; requires Chat Orchestration and personal workflows (`allow_user_workflows`). The schedule must meet **Minimum schedule interval for workflows created from chat** every time it is saved, including later edits, and the workflow counts toward **Workflows created from chat per user** under Limits. See [Repeat a chat plan on a schedule]({{ '/guides/create-a-workflow/' | relative_url }}#repeat-a-chat-plan-on-a-schedule). Since **0.261.303** | | Capabilities | Restricts which capabilities a plan may use. An empty selection means every capability the other settings already permit. | All | `chat_orchestration_enabled_capabilities` | When **Run Workflows From Chat** starts a durable personal workflow, the plan diff --git a/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md b/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md index 20f1dd74c..4097d9409 100644 --- a/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md +++ b/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md @@ -312,15 +312,39 @@ and `@workflow_user_required`: The card fetches the preview only when the user opens it. Before anything is saved, it discloses the request, how dates are handled and in which time zone, the shortest interval allowed, the step cap, that runs act as the user in the -workflow's own conversation, and every frozen step with its title and -capability label. A refused plan lists each refusal under **This plan has -replay notes** and can't be saved. Saving is always a manual choice, and the -workflow is saved paused unless the user turns on **Turn on the schedule now**. +workflow's own conversation, the default failure alert, and every frozen step +with its title and capability label. A refused plan lists each refusal under +**This plan has replay notes** and can't be saved. Saving is always a manual +choice, and the workflow is saved paused unless the user turns on **Turn on the +schedule now**. The workflow id is derived from the user, the source run and the hash, so saving the same plan twice returns the existing workflow. A workflow that was deleted can be created again from the same card. +### Default alert + +A replay workflow usually runs on a schedule nobody is watching, so a run that +is refused or fails must still reach its creator. The saved workflow therefore +starts with one alert rule, and the card says so before saving: "If a run fails, +you'll get a 'Run failed' notification in the bell. You can change this in the +workflow's alerts." + +| Field | Value | +| --- | --- | +| When to alert (`alert_mode`) | `rules`, shown as **Only when a condition is met** | +| Rule name | `Run failed` (`PLAN_REPLAY_DEFAULT_ALERT_RULE_NAME`) | +| Condition | The run finished as `failed` or `completed_with_task_errors` | +| Scope | `final`; a run-status rule applies to the whole run | +| Severity | `high` | +| Delivery | `notify_only`, shown as **Notification bell only**, so it never pops up | + +The rule goes through the same alert normalization as a rule saved in the +editor, and it stays editable: the creator can rename, change, turn off or +delete it, or turn alerts off. A successful run matches no rule and sends +nothing. Saving the same plan again returns the existing workflow unchanged, so +the rule is never added twice, and a rule the creator removed never comes back. + ### Editor The V2 workflow editor shows a replay workflow's **Saved chat plan** section @@ -408,17 +432,21 @@ Every refusal is a fixed message from `REFUSAL_MESSAGES`, never model output. | `invalid_request`, `service_unavailable` | Bad request, store failure | 422, 503 | Card error, without detail. | A run-time refusal isn't retried. The run fails with the fixed text, which -shows on the run's task in the run inspector and in the run history. Alerts -follow the workflow's own alert settings, as for any failed run. There is no -separate replay alert, and nothing is sent to the bell unless the workflow's -alert settings send one. +shows on the run's task in the run inspector and in the run history. The +workflow's default **Run failed** rule (see [Default alert](#default-alert)) +then sends a high-severity notification to the creator's bell, through the same +alert path as any failed workflow run. It carries the fixed reason, links to the +workflow's own conversation, and holds no request, plan or model text. If the +creator changed or removed the rule, alerts follow the workflow's alert +settings instead. ### When the setting is turned off or a capability is removed Nothing is deleted or rewritten. The **Repeat on a schedule** button disappears, the routes refuse with `replay_disabled`, and every existing replay workflow fails its next run with the fixed `replay_disabled` reason before -running any step. Turning the setting back on lets the same workflows run again. +running any step. With the default alert, the creator sees that reason in the +bell. Turning the setting back on lets the same workflows run again. When an admin turns off or removes an allowed capability, a replay workflow with that step fails its next run with `capability_unavailable` until the @@ -458,11 +486,11 @@ builds and run-history redaction against a golden captured from base | `functional_tests/test_workflow_plan_replay_off_golden.py` | Off-golden against the base, the fixed reason while off, default off and the save-path coercion. | | `functional_tests/test_workflow_plan_replay_freeze.py` | Allowlist reasons and every refused class, wait kinds including Phase 6c's, Phase 6c's stored wait marker (matched, unmatched and unreadable), freeze eligibility, the hash, edit invalidation, per-run setting, capability, role, question and source checks, creator-only actor, group refusal, manual and scheduled parity. | | `functional_tests/test_workflow_plan_replay_execution.py` | End-to-end replay under the headless harness with the model and search stubbed, the conversation binding and later sharing, creator-only runs, deleted or changed workflows, cancellation, budget and lease loss, durable restart, adoption and reconciliation, typed output and redaction, relative time. | -| `functional_tests/test_workflow_plan_replay_routes.py` | Preview disclosure, paused save, hash binding, settings, cadence floor, shared chats, refused steps, group access lost at save, quota and conflicts, read-only saves, the chat-route 409s. | +| `functional_tests/test_workflow_plan_replay_routes.py` | Preview disclosure, paused save, hash binding, settings, cadence floor, shared chats, refused steps, group access lost at save, quota and conflicts, read-only saves, the chat-route 409s, the exact default **Run failed** rule and that a re-save never adds it back, and a refused scheduled run reaching the bell with its fixed reason through the production runner. | | `functional_tests/test_workflow_plan_replay_boundaries.py` | Import order and boundaries, scheduler exclusion. | | `functional_tests/route_tests/test_route_blueprint_policy_inventory.py`, `test_route_unauthenticated_policy_contract.py` | Route policy for the two new routes. | -| `functional_tests/test_v2_workflow_plan_replay_client.mjs` | V2 client parsing, disclosure text, time-zone fallback and editor payloads. | -| `ui_tests/test_v2_workflow_plan_replay_card.py` | The card, refusals and save in a browser, with hostile step titles and workflow names. | +| `functional_tests/test_v2_workflow_plan_replay_client.mjs` | V2 client parsing, disclosure text, time-zone fallback, editor payloads, and the alert notice naming the server's rule. | +| `ui_tests/test_v2_workflow_plan_replay_card.py` | The card, refusals, the alert notice and save in a browser, with hostile step titles and workflow names. | | `ui_tests/test_workflow_classic_advanced_guard.py` | The Classic page routes replay workflows to V2. | ## Limits and follow-ups diff --git a/docs/explanation/release_notes.md b/docs/explanation/release_notes.md index a1290a617..7b07507fc 100644 --- a/docs/explanation/release_notes.md +++ b/docs/explanation/release_notes.md @@ -11,6 +11,7 @@ For feature-focused and fix-focused drill-downs by version, see [Features by Ver * Each run replays the frozen plan as the person who saved it, in the workflow's own conversation, never the chat it came from. The plan is SHA-256 hashed when it's saved and checked again before every run, and the model never adds, removes or rewrites a step. Each run also checks again that the setting, Chat Orchestration, every step's capability, and every document, group and public workspace the plan reads are still available to that person. A refused run fails with a fixed reason before any step runs. * Only steps that are safe to repeat are allowed: Search documents, Analyse documents, Compare documents, Merge documents, Inspect spreadsheets, Prepare content and Generate image. Web search, page fetches, deep research, actions, agents, workflow steps, steps that wait for a file or result, and plans that asked the user a question are refused, with a reason for each step. A run is limited to 8 steps and 15 minutes, and the schedule follows the chat-created workflow minimum interval and quota. * The run inspector shows a typed result for each run: the orchestration run, each step's status, the final response and its image or file artifacts. The V2 workflow editor shows the frozen steps read-only; the name, schedule and alerts stay editable. The Classic workflow page sends these workflows to V2. + * A saved workflow starts with one **Run failed** alert rule, so a refused or failed scheduled run isn't missed: it sends a high-severity notification to the bell, never a pop-up, with the fixed reason. The card says so before saving, and the rule stays editable under **Alerts**. * Part of #1550, refs #1543. * (Ref: `functions_workflow_plan_replay.py`, `functions_workflow_runner.py`, `route_backend_orchestration.py` `/api/v2/orchestration/runs//plan-replay`, `PlanReplaySaveCard.tsx`, `WorkflowEditorDialog.tsx`, `WorkflowRunHistory.tsx`, [Workflow plan replay](features/WORKFLOW_PLAN_REPLAY.md)) diff --git a/docs/guides/create-a-workflow.md b/docs/guides/create-a-workflow.md index 497b936f5..0285f72cd 100644 --- a/docs/guides/create-a-workflow.md +++ b/docs/guides/create-a-workflow.md @@ -178,6 +178,8 @@ shows: - **Cadence**: the shortest repeat interval allowed. - **Step cap**: the most steps a saved plan can have. - **Runs as**: you, in the workflow's own conversation. +- **Alerts**: If a run fails, you'll get a 'Run failed' notification in the + bell. You can change this in the workflow's alerts. - Every step, numbered, with its title and the kind of work it does. Only steps that **Search documents**, **Analyse documents**, **Compare @@ -201,6 +203,12 @@ description, schedule, alerts and whether the workflow is on. To change the steps, ask again in chat and save the new plan. The Classic workflow page sends you to V2 to edit it. +The workflow starts with one alert rule, **Run failed**. When a run fails or +finishes with task errors, it sends a high-severity notification to your bell, +never a pop-up; a run that succeeds sends nothing. You can rename, change or +delete the rule under **Alerts** in the workflow editor, and saving the same +plan again doesn't add it back. + Every run: - Runs as you, the person who saved it, whether it was started by the schedule @@ -217,7 +225,8 @@ Every run: If a check fails, the run stops without running any step and shows a fixed reason, such as "Repeating chat plans is turned off" or "A document, group or public workspace this plan reads is no longer available to you", in the run -history and in any failure alert you set up. +history and in the **Run failed** notification in your bell, unless you changed +the workflow's alerts. ## Run on a calendar schedule diff --git a/docs/reference/chat-controls.md b/docs/reference/chat-controls.md index 174071450..ee24093a1 100644 --- a/docs/reference/chat-controls.md +++ b/docs/reference/chat-controls.md @@ -731,11 +731,11 @@ steps on a schedule. The steps are frozen when you save them, and each run repeats them as you, in the workflow's own conversation. See [Repeat a chat plan on a schedule]({{ '/guides/create-a-workflow/' | relative_url }}#repeat-a-chat-plan-on-a-schedule). -{% include media.html src="reference/chat-controls-saved-chat-plan-card.png" alt="Save this chat plan card under an orchestrated answer, showing the request, time handling, cadence, step cap, the numbered steps and the Save workflow button." title="Save this chat plan card" capture="Capture an expanded Save this chat plan card under a finished orchestrated answer, showing the Request, Time, Cadence, Step cap and Runs as lines, the numbered steps with their kind of work, the schedule fields and the Save workflow button. Redact the conversation title, the request and the step titles." %} +{% include media.html src="reference/chat-controls-saved-chat-plan-card.png" alt="Save this chat plan card under an orchestrated answer, showing the request, time handling, cadence, step cap, the numbered steps and the Save workflow button." title="Save this chat plan card" capture="Capture an expanded Save this chat plan card under a finished orchestrated answer, showing the Request, Time, Cadence, Step cap, Runs as and Alerts lines, the numbered steps with their kind of work, the schedule fields and the Save workflow button. Redact the conversation title, the request and the step titles." %} | Control | What it does | Why you would use it | Enabled by | | --- | --- | --- | --- | -| Repeat on a schedule | Opens the **Save this chat plan** card and loads what would be saved: the request, how dates are handled, the shortest schedule allowed, the step cap, who the runs act as, and every step with its title and kind of work. If a step can't be repeated, the card lists why under **This plan has replay notes** and offers no way to save. | See exactly what a saved workflow would repeat before anything is created. | `enable_workflow_plan_replay`, `enable_chat_orchestration` and `allow_user_workflows`, under a finished answer in a conversation that's private to you. Not shown on a masked answer, or under a plan that proposed, started or handed off a workflow | +| Repeat on a schedule | Opens the **Save this chat plan** card and loads what would be saved: the request, how dates are handled, the shortest schedule allowed, the step cap, who the runs act as, the **Run failed** bell alert the workflow starts with, and every step with its title and kind of work. If a step can't be repeated, the card lists why under **This plan has replay notes** and offers no way to save. | See exactly what a saved workflow would repeat before anything is created. | `enable_workflow_plan_replay`, `enable_chat_orchestration` and `allow_user_workflows`, under a finished answer in a conversation that's private to you. Not shown on a masked answer, or under a plan that proposed, started or handed off a workflow | | Collapse | Hides the card again. | Put the card away without saving. | The card is open | | Reload plan | Loads the plan again after the server reports it changed since the card loaded. | Review the current plan instead of saving one you haven't seen. | Saving was refused because the plan changed | | Workflow name and Description | Name and describe the workflow. Leave the name empty and SimpleChat picks one. | Find the workflow later in Workflows. | The plan can be saved | diff --git a/functional_tests/test_v2_workflow_plan_replay_client.mjs b/functional_tests/test_v2_workflow_plan_replay_client.mjs index a92f15dc3..2767891e8 100644 --- a/functional_tests/test_v2_workflow_plan_replay_client.mjs +++ b/functional_tests/test_v2_workflow_plan_replay_client.mjs @@ -31,6 +31,8 @@ globalThis.fetch = async (url, init = {}) => { const { ERROR_TEXT, + PLAN_REPLAY_ALERT_NOTICE, + PLAN_REPLAY_ALERT_RULE_NAME, PLAN_REPLAY_CAPABILITY_LABELS, PLAN_REPLAY_GENERIC_ERROR, PLAN_REPLAY_INVALID_RESPONSE, @@ -92,7 +94,10 @@ def literal(module, name): if isinstance(node, ast.Assign) and any(isinstance(target, ast.Name) and target.id == name for target in node.targets): return ast.literal_eval(node.value) raise AssertionError(f'{module}.{name} not found') -print(json.dumps({'refusals': literal('functions_workflow_plan_replay', 'REFUSAL_MESSAGES')})) +print(json.dumps({ + 'refusals': literal('functions_workflow_plan_replay', 'REFUSAL_MESSAGES'), + 'alert_rule_name': literal('functions_workflow_plan_replay', 'PLAN_REPLAY_DEFAULT_ALERT_RULE_NAME'), +})) `; return JSON.parse(runPython(source)); } @@ -283,6 +288,12 @@ test('client refusal text mirrors server constants and handles generic refusals' ERROR_TEXT.plan_hash_mismatch); }); +test('the card names the failure alert rule the server saves on every replay workflow', () => { + assert.equal(PLAN_REPLAY_ALERT_RULE_NAME, serverConstants().alert_rule_name); + assert.equal(PLAN_REPLAY_ALERT_NOTICE, + "If a run fails, you'll get a 'Run failed' notification in the bell. You can change this in the workflow's alerts."); +}); + test('typed run result parser accepts only the plan replay contract', () => { const result = readPlanReplayResult({ contract: 'plan-replay-result-v1', diff --git a/functional_tests/test_workflow_plan_replay_routes.py b/functional_tests/test_workflow_plan_replay_routes.py index 3bdbc1f7b..d2372ff4e 100644 --- a/functional_tests/test_workflow_plan_replay_routes.py +++ b/functional_tests/test_workflow_plan_replay_routes.py @@ -11,7 +11,10 @@ workflow under the creator, and a repeat returns the same workflow. A refused step, a schedule that is too frequent, a lost source, a stale hash or the setting being off creates nothing, with a fixed reason. A workflow's frozen plan stays read-only through the ordinary save path, and the chat -routes never run, retry, edit, revise or cancel a replay run that a workflow run owns. +routes never run, retry, edit, revise or cancel a replay run that a workflow run owns. A saved +workflow starts with one editable 'Run failed' alert rule that a re-save never adds back, and a +refused scheduled run reaches the creator's bell with its fixed reason through the production +workflow runner. The production Flask routes, Blueprint guards, replay module and personal workflow store run unchanged against in-memory storage, with the network blocked. @@ -283,6 +286,122 @@ def test_saving_creates_one_paused_personal_workflow_that_repeats_the_frozen_pla _require_no_hostile_text_in_logs(h) +RUN_FAILED_RULE = { + "name": "Run failed", "enabled": True, "severity": "high", "delivery": "notify_only", + "scope": {"type": "final", "task_id": ""}, + "condition": {"type": "run_status", "statuses": ["failed", "completed_with_task_errors"]}, + "order": 1, +} + + +def _rules_without_ids(workflow): + rules = deepcopy(workflow.get("alert_rules") or []) + for rule in rules: + rule.pop("id", None) + return rules + + +def test_a_saved_replay_workflow_starts_with_one_editable_run_failed_alert(h): + seed_run(h) + login(h) + # The server picks the starting alert; alert fields in the request body are ignored. + status, body = save_previewed(h, alert_mode="off", alert_rules=[], alert_priority="high") + require(status == 201, f"{status} {body}") + workflow = stored(h)[0] + require(workflow.get("alert_mode") == "rules", f"A failed run reaches the bell: {workflow.get('alert_mode')}") + require(_rules_without_ids(workflow) == [RUN_FAILED_RULE], f"Exactly one default rule: {workflow.get('alert_rules')}") + rule_id = workflow["alert_rules"][0]["id"] + require(str(uuid.UUID(rule_id)) == rule_id, f"The rule has a stable UUID: {rule_id}") + require(workflow.get("alert_priority") == "none", "No pop-up on every run.") + + again_status, again = save_previewed(h) + require(again_status == 200 and again["created"] is False, f"{again_status} {again}") + require(stored(h)[0]["alert_rules"] == workflow["alert_rules"], "Saving the plan again never adds a second rule.") + + editor = json.loads(json.dumps(body["workflow"])) + editor["alert_mode"] = "off" + editor["alert_rules"] = [] + saved = h.personal.save_personal_workflow(OWNER, editor, actor_user_id=OWNER) + require(saved["alert_mode"] == "off" and saved["alert_rules"] == [], "The creator can change the alert.") + require(saved["tasks"][0]["plan_replay"] == workflow["tasks"][0]["plan_replay"], "Editing alerts leaves the plan alone.") + status, again = save_previewed(h) + require(status == 200 and again["created"] is False, f"{status} {again}") + require(stored(h)[0]["alert_rules"] == [] and stored(h)[0]["alert_mode"] == "off", + "Saving the plan again never puts back an alert the creator removed.") + + +def test_a_refused_replay_run_reaches_the_bell_with_its_fixed_reason(h, monkeypatch): + runner = importlib.import_module("functions_workflow_runner") + seed_run(h) + login(h) + status, body = save_previewed(h, enabled=True) + require(status == 201, f"{status} {body}") + workflow = stored(h)[0] + require(workflow["durable_execution"] is True and workflow["tasks"][0]["type"] == h.replay.PLAN_REPLAY_TASK_TYPE, + "The saved replay workflow is the one the scheduler runs.") + # An admin turns repeating off after the workflow was saved, so its next scheduled run is refused. + h.state.settings["enable_workflow_plan_replay"] = False + saved_items, notifications, harness, runner_logs = [], [], [], [] + conversation = {"id": "workflow-conversation", "user_id": OWNER, "chat_type": "workflow", "workflow_id": workflow["id"]} + + def never_replayed(*args, **kwargs): + harness.append(kwargs) + raise AssertionError("A refused replay never reaches the harness.") + + def notify(**kwargs): + notifications.append(deepcopy(kwargs)) + return {"id": "notification-1", **kwargs} + + # The production runner, task sequence, replay task and alert rules run; only storage and the bell are stubbed. + for name, value in ( + ("get_settings", lambda: deepcopy(h.state.settings)), + ("_get_workflow_run_record", lambda workflow, run_id: None), + ("_save_workflow_run_record", lambda workflow, record: record), + ("_save_workflow_run_item_record", lambda workflow, item: saved_items.append(deepcopy(item)) or item), + ("_is_workflow_run_cancellation_requested", lambda workflow, run_id: False), + ("_ensure_workflow_conversation", lambda workflow: dict(conversation)), + ("_create_user_message", lambda *args, **kwargs: {"id": "user-message", "conversation_id": conversation["id"]}), + ("_initialize_workflow_assistant_tracking", lambda *args, **kwargs: ("assistant-message", None)), + ("_prepare_workflow_url_access_context", lambda *args, **kwargs: {}), + ("create_workflow_priority_notification", notify), + ("log_workflow_run", lambda **kwargs: None), + ("log_event", _log_recorder(runner_logs, runner.__name__)), + ): + monkeypatch.setattr(runner, name, value) + monkeypatch.setattr(h.replay, "_authorize_current_workflow", never_replayed) + monkeypatch.setattr(h.modules.runs, "create_orchestration_run", never_replayed) + + result = runner._run_authorized_workflow_impl( + deepcopy(workflow), trigger_source="scheduled", actor_user_id=OWNER, run_id="workflow-run-1", + ) + reason = h.replay.REFUSAL_MESSAGES["replay_disabled"] + run = result["run"] + require(result["success"] is False and run["status"] == "failed", f"The run fails: {run}") + require(reason in run["error"], f"The run carries the fixed reason: {run['error']}") + require(harness == [], "The refusal comes before anything is replayed.") + failed = [item for item in saved_items if item.get("status") == "failed"] + require(len(failed) == 1 and failed[0]["error"] == reason, f"The task shows the fixed reason: {saved_items}") + require(len(notifications) == 1, f"Exactly one bell notification: {notifications} {runner_logs}") + note = notifications[0] + metadata = note["metadata"] + require(note["user_id"] == OWNER and note["priority"] == "high", f"The creator's bell, high: {note}") + require(note["title"] == f"High priority workflow alert: {runner._normalize_workflow_alert_title_text(HOSTILE_NAME)} failed", + f"The bell names the failed workflow: {note['title']}") + require(reason.split(". ")[0] in note["message"], f"The bell message carries the reason: {note['message']}") + require(metadata["delivery"] == "notify_only" and metadata["alert_mode"] == "rules", f"The default rule: {metadata}") + require([rule["rule_name"] for rule in metadata["matched_rules"]] == ["Run failed"], str(metadata["matched_rules"])) + require(metadata["trigger_source"] == "scheduled" and metadata["status"] == "failed", str(metadata)) + require(reason in metadata["error"] and reason in metadata["alert_detail"], f"The full fixed reason: {metadata}") + require(metadata["conversation_id"] == conversation["id"], "The bell links to the workflow's own conversation.") + require(conversation["id"] in note["link_url"] and CONVERSATION not in note["link_url"], + f"The bell opens the workflow's conversation, never the source chat: {note['link_url']}") + require(result["notification"]["id"] == "notification-1", "The run returns the bell notification.") + require(run["alert_decision"]["should_alert"] is True, f"The run explains its alert: {run.get('alert_decision')}") + text = json.dumps(note, default=str, ensure_ascii=False) + for secret in ("SECRET_REQUEST", HOSTILE_TITLE, "Summarize the notes"): + require(secret not in text, f"No request, plan or model text reaches the bell: {secret}") + + def test_saving_can_turn_the_workflow_on_when_the_creator_chooses(h): seed_run(h) login(h) diff --git a/ui_tests/test_v2_workflow_plan_replay_card.py b/ui_tests/test_v2_workflow_plan_replay_card.py index f0558a3bc..a09fbf27f 100644 --- a/ui_tests/test_v2_workflow_plan_replay_card.py +++ b/ui_tests/test_v2_workflow_plan_replay_card.py @@ -53,6 +53,7 @@ HOSTILE_WORKFLOW = ' Replay invoices' STEP_REFUSAL = "Step 1 (Search the web) needs your signed-in session, which a repeated run doesn't have." PLAN_REFUSAL = "This plan delivers something a saved workflow can't create." +ALERT_NOTICE = "If a run fails, you'll get a 'Run failed' notification in the bell. You can change this in the workflow's alerts." def editor_options(): @@ -327,6 +328,7 @@ def test_card_fetches_on_click_discloses_steps_and_saves_paused(plan_replay_ui): expect(page.get_by_text("Search documents")).to_be_visible() expect(page.get_by_text("Prepare content")).to_be_visible() expect(page.get_by_text("At least every 15 minutes.")).to_be_visible() + expect(page.get_by_text(ALERT_NOTICE, exact=True)).to_be_visible() assert [request["method"] for request in api.requests[:2]] == ["GET", "GET"] page.get_by_role("button", name="Save workflow").click() From 90947b21a3cd99c855e36a439c32d616997e224a Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 17:05:07 -0400 Subject: [PATCH 35/41] Bump version to 0.261.305 for plan replay The coordinator assigned 0.261.305 after V2 moved to 0.261.304. This sets config.py to 0.261.305 and renumbers only this branch's own 0.261.303 references: the feature, M5C, admin, guide and chat-controls docs, the top release-notes section, and the plan-replay test headers and version floors. V2's own (v0.261.303) release-notes section is unchanged. Part of #1550 Refs #1543 Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- application/single_app/config.py | 2 +- docs/admin/orchestration.md | 2 +- .../features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md | 2 +- docs/explanation/features/WORKFLOW_PLAN_REPLAY.md | 2 +- docs/explanation/release_notes.md | 2 +- docs/guides/create-a-workflow.md | 2 +- docs/reference/chat-controls.md | 2 +- functional_tests/test_v2_workflow_plan_replay_client.mjs | 4 ++-- functional_tests/test_workflow_plan_replay_boundaries.py | 6 +++--- functional_tests/test_workflow_plan_replay_execution.py | 6 +++--- functional_tests/test_workflow_plan_replay_freeze.py | 6 +++--- functional_tests/test_workflow_plan_replay_off_golden.py | 6 +++--- functional_tests/test_workflow_plan_replay_routes.py | 6 +++--- ui_tests/test_v2_workflow_plan_replay_card.py | 8 ++++---- ui_tests/test_workflow_classic_advanced_guard.py | 4 ++-- 15 files changed, 30 insertions(+), 30 deletions(-) diff --git a/application/single_app/config.py b/application/single_app/config.py index 10d13658b..9d6d17910 100644 --- a/application/single_app/config.py +++ b/application/single_app/config.py @@ -101,7 +101,7 @@ EXECUTOR_TYPE = 'thread' EXECUTOR_MAX_WORKERS = 30 SESSION_TYPE = 'filesystem' -VERSION = "0.261.304" +VERSION = "0.261.305" IS_DEVELOPMENT = is_development_env_enabled() # Opt-out for deployments where App Service Easy Auth is active but the platform diff --git a/docs/admin/orchestration.md b/docs/admin/orchestration.md index 759b376a2..1be2e0a33 100644 --- a/docs/admin/orchestration.md +++ b/docs/admin/orchestration.md @@ -349,7 +349,7 @@ not claim that research verified the requested details. | Propose Workflows From Chat | Lets a plan turn a request for recurring or automated work, such as "email me a summary of my week every Monday", into a personal workflow proposal. The proposal appears as a card in the conversation, and no workflow exists until the user approves it there. Proposals are offered only in the user's own private conversations, and only to users who may already create personal workflows. | Off | `enable_chat_orchestration_workflows`; requires Chat Orchestration and personal workflows (`allow_user_workflows`), and the **Propose workflows** capability when the Capabilities list is narrowed. Since **0.261.207** | | Run Workflows From Chat | Lets a plan start one of the user's saved personal workflows when the user asks for it, such as "run my weekly digest now". A plan that starts a workflow always waits for the user to run it, even when the approval mode would run it automatically or after a countdown, and approving it starts each named workflow once. Runs are offered only in the user's own private conversations, only to users who may already create personal workflows, and only for workflows with durable execution on. It is independent of Propose Workflows From Chat, so either can be on without the other. | Off | `enable_chat_orchestration_workflow_runs`; requires Chat Orchestration and personal workflows (`allow_user_workflows`), and the **Run workflows** capability when the Capabilities list is narrowed. Since **0.261.212** | | Hand Off Large Work From Chat | Lets a plan hand a request that is too big for one chat plan, such as reviewing hundreds of documents, to a one-time durable workflow. The workflow reviews each document with Analyze and writes one report. The user approves the plan, then approves a hand-off card that names the documents, or says how many matching documents at most, the workflow will review. Accepting the card creates the workflow turned off, so it never runs on a schedule, and starts it once; when the run finishes, its report is posted back into the conversation. Hand-offs are offered only in the user's own private conversations. It is off by default because a hand-off starts background work that keeps running with the user's access after the chat turn ends. | Off | `enable_chat_orchestration_workflow_handoff`; requires Chat Orchestration, personal workflows (`allow_user_workflows`), Propose Workflows From Chat, Run Workflows From Chat and **Use Workflow Results In Chat**, and the **Hand off large work** capability when the Capabilities list is narrowed. Since **0.261.250**; since **0.261.295**, users accept, edit or decline a hand-off on the V2 hand-off card under the answer. | -| Repeat Chat Plans On A Schedule | Lets a user save a completed plan from their own private conversation as a personal workflow that repeats the same steps, such as every Monday. A **Repeat on a schedule** button under the answer opens a card that lists every saved step and the schedule, and nothing is saved until the user chooses **Save workflow**. The steps are frozen: each run repeats them exactly, as the user who saved them, in the workflow's own conversation, and checks this setting, the user's access and each step's capability again first. Only steps that search, analyze, compare or merge documents, inspect tabular files, write the answer or generate an image from a prompt can be repeated; web search, deep research, URL fetch, actions, agents, files to download and workflow steps can't. It is off by default because a saved plan keeps running with the user's access. Turning it off doesn't delete anything; those workflows stop at their next run with a fixed reason, which each creator sees through the workflow's default **Run failed** bell alert. | Off | `enable_workflow_plan_replay`; requires Chat Orchestration and personal workflows (`allow_user_workflows`). The schedule must meet **Minimum schedule interval for workflows created from chat** every time it is saved, including later edits, and the workflow counts toward **Workflows created from chat per user** under Limits. See [Repeat a chat plan on a schedule]({{ '/guides/create-a-workflow/' | relative_url }}#repeat-a-chat-plan-on-a-schedule). Since **0.261.303** | +| Repeat Chat Plans On A Schedule | Lets a user save a completed plan from their own private conversation as a personal workflow that repeats the same steps, such as every Monday. A **Repeat on a schedule** button under the answer opens a card that lists every saved step and the schedule, and nothing is saved until the user chooses **Save workflow**. The steps are frozen: each run repeats them exactly, as the user who saved them, in the workflow's own conversation, and checks this setting, the user's access and each step's capability again first. Only steps that search, analyze, compare or merge documents, inspect tabular files, write the answer or generate an image from a prompt can be repeated; web search, deep research, URL fetch, actions, agents, files to download and workflow steps can't. It is off by default because a saved plan keeps running with the user's access. Turning it off doesn't delete anything; those workflows stop at their next run with a fixed reason, which each creator sees through the workflow's default **Run failed** bell alert. | Off | `enable_workflow_plan_replay`; requires Chat Orchestration and personal workflows (`allow_user_workflows`). The schedule must meet **Minimum schedule interval for workflows created from chat** every time it is saved, including later edits, and the workflow counts toward **Workflows created from chat per user** under Limits. See [Repeat a chat plan on a schedule]({{ '/guides/create-a-workflow/' | relative_url }}#repeat-a-chat-plan-on-a-schedule). Since **0.261.305** | | Capabilities | Restricts which capabilities a plan may use. An empty selection means every capability the other settings already permit. | All | `chat_orchestration_enabled_capabilities` | When **Run Workflows From Chat** starts a durable personal workflow, the plan diff --git a/docs/explanation/features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md b/docs/explanation/features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md index 22a72408a..ce7ec001c 100644 --- a/docs/explanation/features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md +++ b/docs/explanation/features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md @@ -160,7 +160,7 @@ M5C, and none should be silently dropped when starting the next conversation. | ID | Still open | Next concrete boundary | | --- | --- | --- | | O1 | Additional saved-source export formats | Pick one source/profile/format mapping, including complete values, empty/partial inputs, provenance, authorization, digest and quota behavior. Reuse the shared exporter; do not build another publication service. | -| O2 | Orchestration knowledge/reasoning/output producers | Define a real authorized producer adapter with typed output, durable identities and inspection. Model prose is not an engine result or permission to invent execution IDs. **Status (0.261.303, Part of #1550):** the first adapter exists. A personal workflow's `plan_replay` task replays a frozen, hashed chat plan through the headless orchestration harness as the workflow's creator, under the workflow's durable lease. Its result is typed (`plan-replay-result-v1`): the orchestration run id comes from the run record, step statuses come from the executor, and artifact ids come from stored metadata, never from model prose. The V2 run inspector opens it. See [Workflow plan replay](WORKFLOW_PLAN_REPLAY.md). **Still open:** producers that wait asynchronously (`render_file`, `tabular_analyze`), producers that need the signed-in caller's roles (`web_search`), and the rest of the deny-by-default list. | +| O2 | Orchestration knowledge/reasoning/output producers | Define a real authorized producer adapter with typed output, durable identities and inspection. Model prose is not an engine result or permission to invent execution IDs. **Status (0.261.305, Part of #1550):** the first adapter exists. A personal workflow's `plan_replay` task replays a frozen, hashed chat plan through the headless orchestration harness as the workflow's creator, under the workflow's durable lease. Its result is typed (`plan-replay-result-v1`): the orchestration run id comes from the run record, step statuses come from the executor, and artifact ids come from stored metadata, never from model prose. The V2 run inspector opens it. See [Workflow plan replay](WORKFLOW_PLAN_REPLAY.md). **Still open:** producers that wait asynchronously (`render_file`, `tabular_analyze`), producers that need the signed-in caller's roles (`web_search`), and the rest of the deny-by-default list. | | O3 | Deterministic aggregates | Choose a complete-input use case and define ordering, empty/partial/missing semantics and allowed operations before implementing reducers. | | O4 | Office-export test harness/import debt | Isolate production imports before mocks; identify actual failures in an offline environment. Concrete import-coupled selectors are listed below. Do not install production credentials or change unrelated dependency pins. | | O5 | Revoked-record refresh assertion | Reconcile the named test with removal of the revoked panel while still proving protected records disappear. Never retain restricted data to satisfy the old locator. | diff --git a/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md b/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md index 4097d9409..037c3e346 100644 --- a/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md +++ b/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md @@ -1,6 +1,6 @@ # Workflow plan replay -Implemented in version: **0.261.303**. +Implemented in version: **0.261.305**. Application version tracking: `application\single_app\config.py`. diff --git a/docs/explanation/release_notes.md b/docs/explanation/release_notes.md index 7b07507fc..6f6c79662 100644 --- a/docs/explanation/release_notes.md +++ b/docs/explanation/release_notes.md @@ -2,7 +2,7 @@ For feature-focused and fix-focused drill-downs by version, see [Features by Version](https://github.com/microsoft/simplechat/tree/main/docs/explanation/features) and [Fixes by Version](https://github.com/microsoft/simplechat/tree/main/docs/explanation/fixes). -### **(v0.261.303)** +### **(v0.261.305)** #### New Features diff --git a/docs/guides/create-a-workflow.md b/docs/guides/create-a-workflow.md index 0285f72cd..48fa83abd 100644 --- a/docs/guides/create-a-workflow.md +++ b/docs/guides/create-a-workflow.md @@ -152,7 +152,7 @@ for how proposals are checked and created. ### Repeat a chat plan on a schedule -Starting in **0.261.303**, you can save a plan that chat already ran as a +Starting in **0.261.305**, you can save a plan that chat already ran as a personal workflow that repeats the same steps, for example every Monday. Use it when an orchestrated answer was worth having once and you want the same searches, analysis and answer again without asking each time. A workflow diff --git a/docs/reference/chat-controls.md b/docs/reference/chat-controls.md index ee24093a1..2f1e69798 100644 --- a/docs/reference/chat-controls.md +++ b/docs/reference/chat-controls.md @@ -725,7 +725,7 @@ once. ## Saved chat plans (V2 interface) -Implemented in **0.261.303** (Refs: microsoft/simplechat#1550). A finished +Implemented in **0.261.305** (Refs: microsoft/simplechat#1550). A finished orchestrated answer can be saved as a personal workflow that repeats the same steps on a schedule. The steps are frozen when you save them, and each run repeats them as you, in the workflow's own conversation. See diff --git a/functional_tests/test_v2_workflow_plan_replay_client.mjs b/functional_tests/test_v2_workflow_plan_replay_client.mjs index 2767891e8..867d9d5a6 100644 --- a/functional_tests/test_v2_workflow_plan_replay_client.mjs +++ b/functional_tests/test_v2_workflow_plan_replay_client.mjs @@ -1,6 +1,6 @@ // test_v2_workflow_plan_replay_client.mjs -// Version: 0.261.303 -// Implemented in: 0.261.303 +// Version: 0.261.305 +// Implemented in: 0.261.305 // Exercises the V2 plan-replay client contract: preview and save parsing, fixed refusal copy, // typed replay run results, stored replay summaries, capability labels, and workflow editor // round-tripping of read-only plan_replay tasks. diff --git a/functional_tests/test_workflow_plan_replay_boundaries.py b/functional_tests/test_workflow_plan_replay_boundaries.py index bdbf29269..0a321904b 100644 --- a/functional_tests/test_workflow_plan_replay_boundaries.py +++ b/functional_tests/test_workflow_plan_replay_boundaries.py @@ -2,8 +2,8 @@ # test_workflow_plan_replay_boundaries.py """ Functional test for the workflow plan replay import and scheduler boundaries. -Version: 0.261.303 -Implemented in: 0.261.303 +Version: 0.261.305 +Implemented in: 0.261.305 This test ensures that the plan replay module never imports the web layer, so a scheduled run cannot reach request state, and that the runner, the personal and group workflow stores and the @@ -106,7 +106,7 @@ def require(condition, message): def test_version_includes_plan_replay(): - assert_app_version_at_least("0.261.303") + assert_app_version_at_least("0.261.305") def run_probe(order, optimized): diff --git a/functional_tests/test_workflow_plan_replay_execution.py b/functional_tests/test_workflow_plan_replay_execution.py index c0e4ab379..ea5681988 100644 --- a/functional_tests/test_workflow_plan_replay_execution.py +++ b/functional_tests/test_workflow_plan_replay_execution.py @@ -1,8 +1,8 @@ # test_workflow_plan_replay_execution.py """ Functional test for the headless plan replay execution. -Version: 0.261.303 -Implemented in: 0.261.303 +Version: 0.261.305 +Implemented in: 0.261.305 This test ensures that a saved plan replays end to end under the real headless orchestration executor, with only the model stubbed: the creator is the only actor, the run lands in the @@ -343,7 +343,7 @@ def _replay_runs(harness): def test_version_includes_plan_replay(): - assert_app_version_at_least("0.261.303") + assert_app_version_at_least("0.261.305") def test_a_frozen_plan_replays_end_to_end_in_the_workflow_conversation(harness, replay): diff --git a/functional_tests/test_workflow_plan_replay_freeze.py b/functional_tests/test_workflow_plan_replay_freeze.py index c0cfbcc96..36ca7178c 100644 --- a/functional_tests/test_workflow_plan_replay_freeze.py +++ b/functional_tests/test_workflow_plan_replay_freeze.py @@ -1,8 +1,8 @@ # test_workflow_plan_replay_freeze.py """ Functional test for the plan replay freeze, allowlist and per-run re-authorization. -Version: 0.261.303 -Implemented in: 0.261.303 +Version: 0.261.305 +Implemented in: 0.261.305 This test ensures that a saved workflow freezes only a completed, approved plan its creator owns in a private chat, that the versioned allowlist refuses every class it must with a fixed @@ -116,7 +116,7 @@ def _rehash(replay, task): def test_version_includes_plan_replay(): - assert_app_version_at_least("0.261.303") + assert_app_version_at_least("0.261.305") def test_the_allowlist_is_versioned_and_names_a_reason_for_each_entry(replay): diff --git a/functional_tests/test_workflow_plan_replay_off_golden.py b/functional_tests/test_workflow_plan_replay_off_golden.py index 39324ae72..bc7fc08a5 100644 --- a/functional_tests/test_workflow_plan_replay_off_golden.py +++ b/functional_tests/test_workflow_plan_replay_off_golden.py @@ -1,8 +1,8 @@ # test_workflow_plan_replay_off_golden.py """ Functional test for the plan replay setting-off golden. -Version: 0.261.303 -Implemented in: 0.261.303 +Version: 0.261.305 +Implemented in: 0.261.305 With enable_workflow_plan_replay off, which is the default, nothing a user can already do changes. The golden was captured by running this file with @@ -368,7 +368,7 @@ def test_the_setting_is_off_by_default_and_saves_only_a_real_true(app): def test_version_includes_plan_replay(): - assert_app_version_at_least("0.261.303") + assert_app_version_at_least("0.261.305") def _write_golden(): diff --git a/functional_tests/test_workflow_plan_replay_routes.py b/functional_tests/test_workflow_plan_replay_routes.py index d2372ff4e..449c77421 100644 --- a/functional_tests/test_workflow_plan_replay_routes.py +++ b/functional_tests/test_workflow_plan_replay_routes.py @@ -2,8 +2,8 @@ # test_workflow_plan_replay_routes.py """ Functional test for the saved-plan replay routes: preview and save a completed chat plan. -Version: 0.261.303 -Implemented in: 0.261.303 +Version: 0.261.305 +Implemented in: 0.261.305 This test ensures that only the creator, in a private conversation they own, can preview or save a completed chat orchestration plan as a personal workflow that repeats it. The preview discloses @@ -226,7 +226,7 @@ def _require_no_hostile_text_in_logs(h): def test_version_includes_plan_replay(): - assert_app_version_at_least("0.261.303") + assert_app_version_at_least("0.261.305") def test_the_preview_discloses_every_frozen_step_and_writes_nothing(h): diff --git a/ui_tests/test_v2_workflow_plan_replay_card.py b/ui_tests/test_v2_workflow_plan_replay_card.py index a09fbf27f..07e55b948 100644 --- a/ui_tests/test_v2_workflow_plan_replay_card.py +++ b/ui_tests/test_v2_workflow_plan_replay_card.py @@ -1,8 +1,8 @@ # test_v2_workflow_plan_replay_card.py """ Real-component browser tests for saving a completed chat orchestration plan as a replay workflow. -Version: 0.261.303 -Implemented in: 0.261.303 +Version: 0.261.305 +Implemented in: 0.261.305 Refs: microsoft/simplechat#1550, microsoft/simplechat#1543 The production MessageList, PlanReplaySaveCard, WorkflowEditorDialog and WorkflowRunHistory run in @@ -39,7 +39,7 @@ pytestmark = pytest.mark.ui -IMPLEMENTED_IN = "0.261.303" +IMPLEMENTED_IN = "0.261.305" CONVERSATION = "plan-replay-chat" RUN_ID = "plan-replay-run" WORKFLOW_ID = "plan-replay-workflow" @@ -280,7 +280,7 @@ def mount_messages(page, *, feature=True, messages=None, kind="personal", conver const H = window.OrchHarness; H.reset(); H.stores.bootstrap.useBootstrapStore.setState({ data: { - version: '0.261.303', settings: {}, branding: { app_title: 'SimpleChat' }, + version: '0.261.305', settings: {}, branding: { app_title: 'SimpleChat' }, features: { enable_chat_orchestration: true, allow_user_workflows: true, diff --git a/ui_tests/test_workflow_classic_advanced_guard.py b/ui_tests/test_workflow_classic_advanced_guard.py index 3c0c1a335..3ca177840 100644 --- a/ui_tests/test_workflow_classic_advanced_guard.py +++ b/ui_tests/test_workflow_classic_advanced_guard.py @@ -1,9 +1,9 @@ # test_workflow_classic_advanced_guard.py """ Source-backed browser coverage for the Classic advanced-workflow edit guard. -Version: 0.261.303 +Version: 0.261.305 Implemented in: 0.261.116; calendar schedule routing and labels added in 0.261.193; -Merge files tasks routed to V2 in 0.261.241; saved chat plans routed to V2 in 0.261.303 +Merge files tasks routed to V2 in 0.261.241; saved chat plans routed to V2 in 0.261.305 The actual local edit function must stop before loading runners or resetting a draft for advanced definitions, for calendar schedules, for Merge files tasks, From 4ba8c12efd1c3ebe6bdb873f235a325ddbef255f Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 18:00:29 -0400 Subject: [PATCH 36/41] Bump plan replay to VERSION 0.261.306 V2 reached 0.261.305 with #1726 (817f9dd07) before the push, so this branch takes V2 tip+1. Renumbers only this branch's own 0.261.305 references (the same 30 lines in 15 files that 90947b21a set); #1726's own 0.261.305 references are untouched. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- application/single_app/config.py | 2 +- docs/admin/orchestration.md | 2 +- .../features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md | 2 +- docs/explanation/features/WORKFLOW_PLAN_REPLAY.md | 2 +- docs/explanation/release_notes.md | 2 +- docs/guides/create-a-workflow.md | 2 +- docs/reference/chat-controls.md | 2 +- functional_tests/test_v2_workflow_plan_replay_client.mjs | 4 ++-- functional_tests/test_workflow_plan_replay_boundaries.py | 6 +++--- functional_tests/test_workflow_plan_replay_execution.py | 6 +++--- functional_tests/test_workflow_plan_replay_freeze.py | 6 +++--- functional_tests/test_workflow_plan_replay_off_golden.py | 6 +++--- functional_tests/test_workflow_plan_replay_routes.py | 6 +++--- ui_tests/test_v2_workflow_plan_replay_card.py | 8 ++++---- ui_tests/test_workflow_classic_advanced_guard.py | 4 ++-- 15 files changed, 30 insertions(+), 30 deletions(-) diff --git a/application/single_app/config.py b/application/single_app/config.py index 9d6d17910..bfc800eaf 100644 --- a/application/single_app/config.py +++ b/application/single_app/config.py @@ -101,7 +101,7 @@ EXECUTOR_TYPE = 'thread' EXECUTOR_MAX_WORKERS = 30 SESSION_TYPE = 'filesystem' -VERSION = "0.261.305" +VERSION = "0.261.306" IS_DEVELOPMENT = is_development_env_enabled() # Opt-out for deployments where App Service Easy Auth is active but the platform diff --git a/docs/admin/orchestration.md b/docs/admin/orchestration.md index 1be2e0a33..05e695c23 100644 --- a/docs/admin/orchestration.md +++ b/docs/admin/orchestration.md @@ -349,7 +349,7 @@ not claim that research verified the requested details. | Propose Workflows From Chat | Lets a plan turn a request for recurring or automated work, such as "email me a summary of my week every Monday", into a personal workflow proposal. The proposal appears as a card in the conversation, and no workflow exists until the user approves it there. Proposals are offered only in the user's own private conversations, and only to users who may already create personal workflows. | Off | `enable_chat_orchestration_workflows`; requires Chat Orchestration and personal workflows (`allow_user_workflows`), and the **Propose workflows** capability when the Capabilities list is narrowed. Since **0.261.207** | | Run Workflows From Chat | Lets a plan start one of the user's saved personal workflows when the user asks for it, such as "run my weekly digest now". A plan that starts a workflow always waits for the user to run it, even when the approval mode would run it automatically or after a countdown, and approving it starts each named workflow once. Runs are offered only in the user's own private conversations, only to users who may already create personal workflows, and only for workflows with durable execution on. It is independent of Propose Workflows From Chat, so either can be on without the other. | Off | `enable_chat_orchestration_workflow_runs`; requires Chat Orchestration and personal workflows (`allow_user_workflows`), and the **Run workflows** capability when the Capabilities list is narrowed. Since **0.261.212** | | Hand Off Large Work From Chat | Lets a plan hand a request that is too big for one chat plan, such as reviewing hundreds of documents, to a one-time durable workflow. The workflow reviews each document with Analyze and writes one report. The user approves the plan, then approves a hand-off card that names the documents, or says how many matching documents at most, the workflow will review. Accepting the card creates the workflow turned off, so it never runs on a schedule, and starts it once; when the run finishes, its report is posted back into the conversation. Hand-offs are offered only in the user's own private conversations. It is off by default because a hand-off starts background work that keeps running with the user's access after the chat turn ends. | Off | `enable_chat_orchestration_workflow_handoff`; requires Chat Orchestration, personal workflows (`allow_user_workflows`), Propose Workflows From Chat, Run Workflows From Chat and **Use Workflow Results In Chat**, and the **Hand off large work** capability when the Capabilities list is narrowed. Since **0.261.250**; since **0.261.295**, users accept, edit or decline a hand-off on the V2 hand-off card under the answer. | -| Repeat Chat Plans On A Schedule | Lets a user save a completed plan from their own private conversation as a personal workflow that repeats the same steps, such as every Monday. A **Repeat on a schedule** button under the answer opens a card that lists every saved step and the schedule, and nothing is saved until the user chooses **Save workflow**. The steps are frozen: each run repeats them exactly, as the user who saved them, in the workflow's own conversation, and checks this setting, the user's access and each step's capability again first. Only steps that search, analyze, compare or merge documents, inspect tabular files, write the answer or generate an image from a prompt can be repeated; web search, deep research, URL fetch, actions, agents, files to download and workflow steps can't. It is off by default because a saved plan keeps running with the user's access. Turning it off doesn't delete anything; those workflows stop at their next run with a fixed reason, which each creator sees through the workflow's default **Run failed** bell alert. | Off | `enable_workflow_plan_replay`; requires Chat Orchestration and personal workflows (`allow_user_workflows`). The schedule must meet **Minimum schedule interval for workflows created from chat** every time it is saved, including later edits, and the workflow counts toward **Workflows created from chat per user** under Limits. See [Repeat a chat plan on a schedule]({{ '/guides/create-a-workflow/' | relative_url }}#repeat-a-chat-plan-on-a-schedule). Since **0.261.305** | +| Repeat Chat Plans On A Schedule | Lets a user save a completed plan from their own private conversation as a personal workflow that repeats the same steps, such as every Monday. A **Repeat on a schedule** button under the answer opens a card that lists every saved step and the schedule, and nothing is saved until the user chooses **Save workflow**. The steps are frozen: each run repeats them exactly, as the user who saved them, in the workflow's own conversation, and checks this setting, the user's access and each step's capability again first. Only steps that search, analyze, compare or merge documents, inspect tabular files, write the answer or generate an image from a prompt can be repeated; web search, deep research, URL fetch, actions, agents, files to download and workflow steps can't. It is off by default because a saved plan keeps running with the user's access. Turning it off doesn't delete anything; those workflows stop at their next run with a fixed reason, which each creator sees through the workflow's default **Run failed** bell alert. | Off | `enable_workflow_plan_replay`; requires Chat Orchestration and personal workflows (`allow_user_workflows`). The schedule must meet **Minimum schedule interval for workflows created from chat** every time it is saved, including later edits, and the workflow counts toward **Workflows created from chat per user** under Limits. See [Repeat a chat plan on a schedule]({{ '/guides/create-a-workflow/' | relative_url }}#repeat-a-chat-plan-on-a-schedule). Since **0.261.306** | | Capabilities | Restricts which capabilities a plan may use. An empty selection means every capability the other settings already permit. | All | `chat_orchestration_enabled_capabilities` | When **Run Workflows From Chat** starts a durable personal workflow, the plan diff --git a/docs/explanation/features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md b/docs/explanation/features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md index ce7ec001c..056a3c11d 100644 --- a/docs/explanation/features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md +++ b/docs/explanation/features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md @@ -160,7 +160,7 @@ M5C, and none should be silently dropped when starting the next conversation. | ID | Still open | Next concrete boundary | | --- | --- | --- | | O1 | Additional saved-source export formats | Pick one source/profile/format mapping, including complete values, empty/partial inputs, provenance, authorization, digest and quota behavior. Reuse the shared exporter; do not build another publication service. | -| O2 | Orchestration knowledge/reasoning/output producers | Define a real authorized producer adapter with typed output, durable identities and inspection. Model prose is not an engine result or permission to invent execution IDs. **Status (0.261.305, Part of #1550):** the first adapter exists. A personal workflow's `plan_replay` task replays a frozen, hashed chat plan through the headless orchestration harness as the workflow's creator, under the workflow's durable lease. Its result is typed (`plan-replay-result-v1`): the orchestration run id comes from the run record, step statuses come from the executor, and artifact ids come from stored metadata, never from model prose. The V2 run inspector opens it. See [Workflow plan replay](WORKFLOW_PLAN_REPLAY.md). **Still open:** producers that wait asynchronously (`render_file`, `tabular_analyze`), producers that need the signed-in caller's roles (`web_search`), and the rest of the deny-by-default list. | +| O2 | Orchestration knowledge/reasoning/output producers | Define a real authorized producer adapter with typed output, durable identities and inspection. Model prose is not an engine result or permission to invent execution IDs. **Status (0.261.306, Part of #1550):** the first adapter exists. A personal workflow's `plan_replay` task replays a frozen, hashed chat plan through the headless orchestration harness as the workflow's creator, under the workflow's durable lease. Its result is typed (`plan-replay-result-v1`): the orchestration run id comes from the run record, step statuses come from the executor, and artifact ids come from stored metadata, never from model prose. The V2 run inspector opens it. See [Workflow plan replay](WORKFLOW_PLAN_REPLAY.md). **Still open:** producers that wait asynchronously (`render_file`, `tabular_analyze`), producers that need the signed-in caller's roles (`web_search`), and the rest of the deny-by-default list. | | O3 | Deterministic aggregates | Choose a complete-input use case and define ordering, empty/partial/missing semantics and allowed operations before implementing reducers. | | O4 | Office-export test harness/import debt | Isolate production imports before mocks; identify actual failures in an offline environment. Concrete import-coupled selectors are listed below. Do not install production credentials or change unrelated dependency pins. | | O5 | Revoked-record refresh assertion | Reconcile the named test with removal of the revoked panel while still proving protected records disappear. Never retain restricted data to satisfy the old locator. | diff --git a/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md b/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md index 037c3e346..d60e4262a 100644 --- a/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md +++ b/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md @@ -1,6 +1,6 @@ # Workflow plan replay -Implemented in version: **0.261.305**. +Implemented in version: **0.261.306**. Application version tracking: `application\single_app\config.py`. diff --git a/docs/explanation/release_notes.md b/docs/explanation/release_notes.md index 6f6c79662..0ad26cc47 100644 --- a/docs/explanation/release_notes.md +++ b/docs/explanation/release_notes.md @@ -2,7 +2,7 @@ For feature-focused and fix-focused drill-downs by version, see [Features by Version](https://github.com/microsoft/simplechat/tree/main/docs/explanation/features) and [Fixes by Version](https://github.com/microsoft/simplechat/tree/main/docs/explanation/fixes). -### **(v0.261.305)** +### **(v0.261.306)** #### New Features diff --git a/docs/guides/create-a-workflow.md b/docs/guides/create-a-workflow.md index 48fa83abd..dd3ce6a88 100644 --- a/docs/guides/create-a-workflow.md +++ b/docs/guides/create-a-workflow.md @@ -152,7 +152,7 @@ for how proposals are checked and created. ### Repeat a chat plan on a schedule -Starting in **0.261.305**, you can save a plan that chat already ran as a +Starting in **0.261.306**, you can save a plan that chat already ran as a personal workflow that repeats the same steps, for example every Monday. Use it when an orchestrated answer was worth having once and you want the same searches, analysis and answer again without asking each time. A workflow diff --git a/docs/reference/chat-controls.md b/docs/reference/chat-controls.md index 2f1e69798..e6383673b 100644 --- a/docs/reference/chat-controls.md +++ b/docs/reference/chat-controls.md @@ -725,7 +725,7 @@ once. ## Saved chat plans (V2 interface) -Implemented in **0.261.305** (Refs: microsoft/simplechat#1550). A finished +Implemented in **0.261.306** (Refs: microsoft/simplechat#1550). A finished orchestrated answer can be saved as a personal workflow that repeats the same steps on a schedule. The steps are frozen when you save them, and each run repeats them as you, in the workflow's own conversation. See diff --git a/functional_tests/test_v2_workflow_plan_replay_client.mjs b/functional_tests/test_v2_workflow_plan_replay_client.mjs index 867d9d5a6..e2aa170f5 100644 --- a/functional_tests/test_v2_workflow_plan_replay_client.mjs +++ b/functional_tests/test_v2_workflow_plan_replay_client.mjs @@ -1,6 +1,6 @@ // test_v2_workflow_plan_replay_client.mjs -// Version: 0.261.305 -// Implemented in: 0.261.305 +// Version: 0.261.306 +// Implemented in: 0.261.306 // Exercises the V2 plan-replay client contract: preview and save parsing, fixed refusal copy, // typed replay run results, stored replay summaries, capability labels, and workflow editor // round-tripping of read-only plan_replay tasks. diff --git a/functional_tests/test_workflow_plan_replay_boundaries.py b/functional_tests/test_workflow_plan_replay_boundaries.py index 0a321904b..fab5839e4 100644 --- a/functional_tests/test_workflow_plan_replay_boundaries.py +++ b/functional_tests/test_workflow_plan_replay_boundaries.py @@ -2,8 +2,8 @@ # test_workflow_plan_replay_boundaries.py """ Functional test for the workflow plan replay import and scheduler boundaries. -Version: 0.261.305 -Implemented in: 0.261.305 +Version: 0.261.306 +Implemented in: 0.261.306 This test ensures that the plan replay module never imports the web layer, so a scheduled run cannot reach request state, and that the runner, the personal and group workflow stores and the @@ -106,7 +106,7 @@ def require(condition, message): def test_version_includes_plan_replay(): - assert_app_version_at_least("0.261.305") + assert_app_version_at_least("0.261.306") def run_probe(order, optimized): diff --git a/functional_tests/test_workflow_plan_replay_execution.py b/functional_tests/test_workflow_plan_replay_execution.py index ea5681988..5dea2bfad 100644 --- a/functional_tests/test_workflow_plan_replay_execution.py +++ b/functional_tests/test_workflow_plan_replay_execution.py @@ -1,8 +1,8 @@ # test_workflow_plan_replay_execution.py """ Functional test for the headless plan replay execution. -Version: 0.261.305 -Implemented in: 0.261.305 +Version: 0.261.306 +Implemented in: 0.261.306 This test ensures that a saved plan replays end to end under the real headless orchestration executor, with only the model stubbed: the creator is the only actor, the run lands in the @@ -343,7 +343,7 @@ def _replay_runs(harness): def test_version_includes_plan_replay(): - assert_app_version_at_least("0.261.305") + assert_app_version_at_least("0.261.306") def test_a_frozen_plan_replays_end_to_end_in_the_workflow_conversation(harness, replay): diff --git a/functional_tests/test_workflow_plan_replay_freeze.py b/functional_tests/test_workflow_plan_replay_freeze.py index 36ca7178c..b134a23e1 100644 --- a/functional_tests/test_workflow_plan_replay_freeze.py +++ b/functional_tests/test_workflow_plan_replay_freeze.py @@ -1,8 +1,8 @@ # test_workflow_plan_replay_freeze.py """ Functional test for the plan replay freeze, allowlist and per-run re-authorization. -Version: 0.261.305 -Implemented in: 0.261.305 +Version: 0.261.306 +Implemented in: 0.261.306 This test ensures that a saved workflow freezes only a completed, approved plan its creator owns in a private chat, that the versioned allowlist refuses every class it must with a fixed @@ -116,7 +116,7 @@ def _rehash(replay, task): def test_version_includes_plan_replay(): - assert_app_version_at_least("0.261.305") + assert_app_version_at_least("0.261.306") def test_the_allowlist_is_versioned_and_names_a_reason_for_each_entry(replay): diff --git a/functional_tests/test_workflow_plan_replay_off_golden.py b/functional_tests/test_workflow_plan_replay_off_golden.py index bc7fc08a5..d8425f8cb 100644 --- a/functional_tests/test_workflow_plan_replay_off_golden.py +++ b/functional_tests/test_workflow_plan_replay_off_golden.py @@ -1,8 +1,8 @@ # test_workflow_plan_replay_off_golden.py """ Functional test for the plan replay setting-off golden. -Version: 0.261.305 -Implemented in: 0.261.305 +Version: 0.261.306 +Implemented in: 0.261.306 With enable_workflow_plan_replay off, which is the default, nothing a user can already do changes. The golden was captured by running this file with @@ -368,7 +368,7 @@ def test_the_setting_is_off_by_default_and_saves_only_a_real_true(app): def test_version_includes_plan_replay(): - assert_app_version_at_least("0.261.305") + assert_app_version_at_least("0.261.306") def _write_golden(): diff --git a/functional_tests/test_workflow_plan_replay_routes.py b/functional_tests/test_workflow_plan_replay_routes.py index 449c77421..8e973fc70 100644 --- a/functional_tests/test_workflow_plan_replay_routes.py +++ b/functional_tests/test_workflow_plan_replay_routes.py @@ -2,8 +2,8 @@ # test_workflow_plan_replay_routes.py """ Functional test for the saved-plan replay routes: preview and save a completed chat plan. -Version: 0.261.305 -Implemented in: 0.261.305 +Version: 0.261.306 +Implemented in: 0.261.306 This test ensures that only the creator, in a private conversation they own, can preview or save a completed chat orchestration plan as a personal workflow that repeats it. The preview discloses @@ -226,7 +226,7 @@ def _require_no_hostile_text_in_logs(h): def test_version_includes_plan_replay(): - assert_app_version_at_least("0.261.305") + assert_app_version_at_least("0.261.306") def test_the_preview_discloses_every_frozen_step_and_writes_nothing(h): diff --git a/ui_tests/test_v2_workflow_plan_replay_card.py b/ui_tests/test_v2_workflow_plan_replay_card.py index 07e55b948..875f9ac78 100644 --- a/ui_tests/test_v2_workflow_plan_replay_card.py +++ b/ui_tests/test_v2_workflow_plan_replay_card.py @@ -1,8 +1,8 @@ # test_v2_workflow_plan_replay_card.py """ Real-component browser tests for saving a completed chat orchestration plan as a replay workflow. -Version: 0.261.305 -Implemented in: 0.261.305 +Version: 0.261.306 +Implemented in: 0.261.306 Refs: microsoft/simplechat#1550, microsoft/simplechat#1543 The production MessageList, PlanReplaySaveCard, WorkflowEditorDialog and WorkflowRunHistory run in @@ -39,7 +39,7 @@ pytestmark = pytest.mark.ui -IMPLEMENTED_IN = "0.261.305" +IMPLEMENTED_IN = "0.261.306" CONVERSATION = "plan-replay-chat" RUN_ID = "plan-replay-run" WORKFLOW_ID = "plan-replay-workflow" @@ -280,7 +280,7 @@ def mount_messages(page, *, feature=True, messages=None, kind="personal", conver const H = window.OrchHarness; H.reset(); H.stores.bootstrap.useBootstrapStore.setState({ data: { - version: '0.261.305', settings: {}, branding: { app_title: 'SimpleChat' }, + version: '0.261.306', settings: {}, branding: { app_title: 'SimpleChat' }, features: { enable_chat_orchestration: true, allow_user_workflows: true, diff --git a/ui_tests/test_workflow_classic_advanced_guard.py b/ui_tests/test_workflow_classic_advanced_guard.py index 3ca177840..4782f7966 100644 --- a/ui_tests/test_workflow_classic_advanced_guard.py +++ b/ui_tests/test_workflow_classic_advanced_guard.py @@ -1,9 +1,9 @@ # test_workflow_classic_advanced_guard.py """ Source-backed browser coverage for the Classic advanced-workflow edit guard. -Version: 0.261.305 +Version: 0.261.306 Implemented in: 0.261.116; calendar schedule routing and labels added in 0.261.193; -Merge files tasks routed to V2 in 0.261.241; saved chat plans routed to V2 in 0.261.305 +Merge files tasks routed to V2 in 0.261.241; saved chat plans routed to V2 in 0.261.306 The actual local edit function must stop before loading runners or resetting a draft for advanced definitions, for calendar schedules, for Merge files tasks, From 964c5c5a047d7d2d7cba0bb961767ba2287ea3cb Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 19:16:55 -0400 Subject: [PATCH 37/41] Bump plan replay to VERSION 0.261.307 V2 587094fb6 is at 0.261.306, so this PR takes the next version. Only this PR's own references move from 0.261.306 to 0.261.307: the same 30 lines in 15 files that the previous renumber touched. V2's sections and headers are unchanged. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- application/single_app/config.py | 2 +- docs/admin/orchestration.md | 2 +- .../features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md | 2 +- docs/explanation/features/WORKFLOW_PLAN_REPLAY.md | 2 +- docs/explanation/release_notes.md | 2 +- docs/guides/create-a-workflow.md | 2 +- docs/reference/chat-controls.md | 2 +- functional_tests/test_v2_workflow_plan_replay_client.mjs | 4 ++-- functional_tests/test_workflow_plan_replay_boundaries.py | 6 +++--- functional_tests/test_workflow_plan_replay_execution.py | 6 +++--- functional_tests/test_workflow_plan_replay_freeze.py | 6 +++--- functional_tests/test_workflow_plan_replay_off_golden.py | 6 +++--- functional_tests/test_workflow_plan_replay_routes.py | 6 +++--- ui_tests/test_v2_workflow_plan_replay_card.py | 8 ++++---- ui_tests/test_workflow_classic_advanced_guard.py | 4 ++-- 15 files changed, 30 insertions(+), 30 deletions(-) diff --git a/application/single_app/config.py b/application/single_app/config.py index bfc800eaf..9fd8886c8 100644 --- a/application/single_app/config.py +++ b/application/single_app/config.py @@ -101,7 +101,7 @@ EXECUTOR_TYPE = 'thread' EXECUTOR_MAX_WORKERS = 30 SESSION_TYPE = 'filesystem' -VERSION = "0.261.306" +VERSION = "0.261.307" IS_DEVELOPMENT = is_development_env_enabled() # Opt-out for deployments where App Service Easy Auth is active but the platform diff --git a/docs/admin/orchestration.md b/docs/admin/orchestration.md index 05e695c23..c2d50c1b9 100644 --- a/docs/admin/orchestration.md +++ b/docs/admin/orchestration.md @@ -349,7 +349,7 @@ not claim that research verified the requested details. | Propose Workflows From Chat | Lets a plan turn a request for recurring or automated work, such as "email me a summary of my week every Monday", into a personal workflow proposal. The proposal appears as a card in the conversation, and no workflow exists until the user approves it there. Proposals are offered only in the user's own private conversations, and only to users who may already create personal workflows. | Off | `enable_chat_orchestration_workflows`; requires Chat Orchestration and personal workflows (`allow_user_workflows`), and the **Propose workflows** capability when the Capabilities list is narrowed. Since **0.261.207** | | Run Workflows From Chat | Lets a plan start one of the user's saved personal workflows when the user asks for it, such as "run my weekly digest now". A plan that starts a workflow always waits for the user to run it, even when the approval mode would run it automatically or after a countdown, and approving it starts each named workflow once. Runs are offered only in the user's own private conversations, only to users who may already create personal workflows, and only for workflows with durable execution on. It is independent of Propose Workflows From Chat, so either can be on without the other. | Off | `enable_chat_orchestration_workflow_runs`; requires Chat Orchestration and personal workflows (`allow_user_workflows`), and the **Run workflows** capability when the Capabilities list is narrowed. Since **0.261.212** | | Hand Off Large Work From Chat | Lets a plan hand a request that is too big for one chat plan, such as reviewing hundreds of documents, to a one-time durable workflow. The workflow reviews each document with Analyze and writes one report. The user approves the plan, then approves a hand-off card that names the documents, or says how many matching documents at most, the workflow will review. Accepting the card creates the workflow turned off, so it never runs on a schedule, and starts it once; when the run finishes, its report is posted back into the conversation. Hand-offs are offered only in the user's own private conversations. It is off by default because a hand-off starts background work that keeps running with the user's access after the chat turn ends. | Off | `enable_chat_orchestration_workflow_handoff`; requires Chat Orchestration, personal workflows (`allow_user_workflows`), Propose Workflows From Chat, Run Workflows From Chat and **Use Workflow Results In Chat**, and the **Hand off large work** capability when the Capabilities list is narrowed. Since **0.261.250**; since **0.261.295**, users accept, edit or decline a hand-off on the V2 hand-off card under the answer. | -| Repeat Chat Plans On A Schedule | Lets a user save a completed plan from their own private conversation as a personal workflow that repeats the same steps, such as every Monday. A **Repeat on a schedule** button under the answer opens a card that lists every saved step and the schedule, and nothing is saved until the user chooses **Save workflow**. The steps are frozen: each run repeats them exactly, as the user who saved them, in the workflow's own conversation, and checks this setting, the user's access and each step's capability again first. Only steps that search, analyze, compare or merge documents, inspect tabular files, write the answer or generate an image from a prompt can be repeated; web search, deep research, URL fetch, actions, agents, files to download and workflow steps can't. It is off by default because a saved plan keeps running with the user's access. Turning it off doesn't delete anything; those workflows stop at their next run with a fixed reason, which each creator sees through the workflow's default **Run failed** bell alert. | Off | `enable_workflow_plan_replay`; requires Chat Orchestration and personal workflows (`allow_user_workflows`). The schedule must meet **Minimum schedule interval for workflows created from chat** every time it is saved, including later edits, and the workflow counts toward **Workflows created from chat per user** under Limits. See [Repeat a chat plan on a schedule]({{ '/guides/create-a-workflow/' | relative_url }}#repeat-a-chat-plan-on-a-schedule). Since **0.261.306** | +| Repeat Chat Plans On A Schedule | Lets a user save a completed plan from their own private conversation as a personal workflow that repeats the same steps, such as every Monday. A **Repeat on a schedule** button under the answer opens a card that lists every saved step and the schedule, and nothing is saved until the user chooses **Save workflow**. The steps are frozen: each run repeats them exactly, as the user who saved them, in the workflow's own conversation, and checks this setting, the user's access and each step's capability again first. Only steps that search, analyze, compare or merge documents, inspect tabular files, write the answer or generate an image from a prompt can be repeated; web search, deep research, URL fetch, actions, agents, files to download and workflow steps can't. It is off by default because a saved plan keeps running with the user's access. Turning it off doesn't delete anything; those workflows stop at their next run with a fixed reason, which each creator sees through the workflow's default **Run failed** bell alert. | Off | `enable_workflow_plan_replay`; requires Chat Orchestration and personal workflows (`allow_user_workflows`). The schedule must meet **Minimum schedule interval for workflows created from chat** every time it is saved, including later edits, and the workflow counts toward **Workflows created from chat per user** under Limits. See [Repeat a chat plan on a schedule]({{ '/guides/create-a-workflow/' | relative_url }}#repeat-a-chat-plan-on-a-schedule). Since **0.261.307** | | Capabilities | Restricts which capabilities a plan may use. An empty selection means every capability the other settings already permit. | All | `chat_orchestration_enabled_capabilities` | When **Run Workflows From Chat** starts a durable personal workflow, the plan diff --git a/docs/explanation/features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md b/docs/explanation/features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md index 056a3c11d..5d25d6f22 100644 --- a/docs/explanation/features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md +++ b/docs/explanation/features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md @@ -160,7 +160,7 @@ M5C, and none should be silently dropped when starting the next conversation. | ID | Still open | Next concrete boundary | | --- | --- | --- | | O1 | Additional saved-source export formats | Pick one source/profile/format mapping, including complete values, empty/partial inputs, provenance, authorization, digest and quota behavior. Reuse the shared exporter; do not build another publication service. | -| O2 | Orchestration knowledge/reasoning/output producers | Define a real authorized producer adapter with typed output, durable identities and inspection. Model prose is not an engine result or permission to invent execution IDs. **Status (0.261.306, Part of #1550):** the first adapter exists. A personal workflow's `plan_replay` task replays a frozen, hashed chat plan through the headless orchestration harness as the workflow's creator, under the workflow's durable lease. Its result is typed (`plan-replay-result-v1`): the orchestration run id comes from the run record, step statuses come from the executor, and artifact ids come from stored metadata, never from model prose. The V2 run inspector opens it. See [Workflow plan replay](WORKFLOW_PLAN_REPLAY.md). **Still open:** producers that wait asynchronously (`render_file`, `tabular_analyze`), producers that need the signed-in caller's roles (`web_search`), and the rest of the deny-by-default list. | +| O2 | Orchestration knowledge/reasoning/output producers | Define a real authorized producer adapter with typed output, durable identities and inspection. Model prose is not an engine result or permission to invent execution IDs. **Status (0.261.307, Part of #1550):** the first adapter exists. A personal workflow's `plan_replay` task replays a frozen, hashed chat plan through the headless orchestration harness as the workflow's creator, under the workflow's durable lease. Its result is typed (`plan-replay-result-v1`): the orchestration run id comes from the run record, step statuses come from the executor, and artifact ids come from stored metadata, never from model prose. The V2 run inspector opens it. See [Workflow plan replay](WORKFLOW_PLAN_REPLAY.md). **Still open:** producers that wait asynchronously (`render_file`, `tabular_analyze`), producers that need the signed-in caller's roles (`web_search`), and the rest of the deny-by-default list. | | O3 | Deterministic aggregates | Choose a complete-input use case and define ordering, empty/partial/missing semantics and allowed operations before implementing reducers. | | O4 | Office-export test harness/import debt | Isolate production imports before mocks; identify actual failures in an offline environment. Concrete import-coupled selectors are listed below. Do not install production credentials or change unrelated dependency pins. | | O5 | Revoked-record refresh assertion | Reconcile the named test with removal of the revoked panel while still proving protected records disappear. Never retain restricted data to satisfy the old locator. | diff --git a/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md b/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md index d60e4262a..66f92339a 100644 --- a/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md +++ b/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md @@ -1,6 +1,6 @@ # Workflow plan replay -Implemented in version: **0.261.306**. +Implemented in version: **0.261.307**. Application version tracking: `application\single_app\config.py`. diff --git a/docs/explanation/release_notes.md b/docs/explanation/release_notes.md index f3dfafd0d..d2f59ac70 100644 --- a/docs/explanation/release_notes.md +++ b/docs/explanation/release_notes.md @@ -2,7 +2,7 @@ For feature-focused and fix-focused drill-downs by version, see [Features by Version](https://github.com/microsoft/simplechat/tree/main/docs/explanation/features) and [Fixes by Version](https://github.com/microsoft/simplechat/tree/main/docs/explanation/fixes). -### **(v0.261.306)** +### **(v0.261.307)** #### New Features diff --git a/docs/guides/create-a-workflow.md b/docs/guides/create-a-workflow.md index dd3ce6a88..297ea7136 100644 --- a/docs/guides/create-a-workflow.md +++ b/docs/guides/create-a-workflow.md @@ -152,7 +152,7 @@ for how proposals are checked and created. ### Repeat a chat plan on a schedule -Starting in **0.261.306**, you can save a plan that chat already ran as a +Starting in **0.261.307**, you can save a plan that chat already ran as a personal workflow that repeats the same steps, for example every Monday. Use it when an orchestrated answer was worth having once and you want the same searches, analysis and answer again without asking each time. A workflow diff --git a/docs/reference/chat-controls.md b/docs/reference/chat-controls.md index e223b878d..6b9521da3 100644 --- a/docs/reference/chat-controls.md +++ b/docs/reference/chat-controls.md @@ -730,7 +730,7 @@ once. ## Saved chat plans (V2 interface) -Implemented in **0.261.306** (Refs: microsoft/simplechat#1550). A finished +Implemented in **0.261.307** (Refs: microsoft/simplechat#1550). A finished orchestrated answer can be saved as a personal workflow that repeats the same steps on a schedule. The steps are frozen when you save them, and each run repeats them as you, in the workflow's own conversation. See diff --git a/functional_tests/test_v2_workflow_plan_replay_client.mjs b/functional_tests/test_v2_workflow_plan_replay_client.mjs index e2aa170f5..1b7b9f0c2 100644 --- a/functional_tests/test_v2_workflow_plan_replay_client.mjs +++ b/functional_tests/test_v2_workflow_plan_replay_client.mjs @@ -1,6 +1,6 @@ // test_v2_workflow_plan_replay_client.mjs -// Version: 0.261.306 -// Implemented in: 0.261.306 +// Version: 0.261.307 +// Implemented in: 0.261.307 // Exercises the V2 plan-replay client contract: preview and save parsing, fixed refusal copy, // typed replay run results, stored replay summaries, capability labels, and workflow editor // round-tripping of read-only plan_replay tasks. diff --git a/functional_tests/test_workflow_plan_replay_boundaries.py b/functional_tests/test_workflow_plan_replay_boundaries.py index fab5839e4..0369d7f3c 100644 --- a/functional_tests/test_workflow_plan_replay_boundaries.py +++ b/functional_tests/test_workflow_plan_replay_boundaries.py @@ -2,8 +2,8 @@ # test_workflow_plan_replay_boundaries.py """ Functional test for the workflow plan replay import and scheduler boundaries. -Version: 0.261.306 -Implemented in: 0.261.306 +Version: 0.261.307 +Implemented in: 0.261.307 This test ensures that the plan replay module never imports the web layer, so a scheduled run cannot reach request state, and that the runner, the personal and group workflow stores and the @@ -106,7 +106,7 @@ def require(condition, message): def test_version_includes_plan_replay(): - assert_app_version_at_least("0.261.306") + assert_app_version_at_least("0.261.307") def run_probe(order, optimized): diff --git a/functional_tests/test_workflow_plan_replay_execution.py b/functional_tests/test_workflow_plan_replay_execution.py index 5dea2bfad..0c8ca0f04 100644 --- a/functional_tests/test_workflow_plan_replay_execution.py +++ b/functional_tests/test_workflow_plan_replay_execution.py @@ -1,8 +1,8 @@ # test_workflow_plan_replay_execution.py """ Functional test for the headless plan replay execution. -Version: 0.261.306 -Implemented in: 0.261.306 +Version: 0.261.307 +Implemented in: 0.261.307 This test ensures that a saved plan replays end to end under the real headless orchestration executor, with only the model stubbed: the creator is the only actor, the run lands in the @@ -343,7 +343,7 @@ def _replay_runs(harness): def test_version_includes_plan_replay(): - assert_app_version_at_least("0.261.306") + assert_app_version_at_least("0.261.307") def test_a_frozen_plan_replays_end_to_end_in_the_workflow_conversation(harness, replay): diff --git a/functional_tests/test_workflow_plan_replay_freeze.py b/functional_tests/test_workflow_plan_replay_freeze.py index b134a23e1..a5ce47c28 100644 --- a/functional_tests/test_workflow_plan_replay_freeze.py +++ b/functional_tests/test_workflow_plan_replay_freeze.py @@ -1,8 +1,8 @@ # test_workflow_plan_replay_freeze.py """ Functional test for the plan replay freeze, allowlist and per-run re-authorization. -Version: 0.261.306 -Implemented in: 0.261.306 +Version: 0.261.307 +Implemented in: 0.261.307 This test ensures that a saved workflow freezes only a completed, approved plan its creator owns in a private chat, that the versioned allowlist refuses every class it must with a fixed @@ -116,7 +116,7 @@ def _rehash(replay, task): def test_version_includes_plan_replay(): - assert_app_version_at_least("0.261.306") + assert_app_version_at_least("0.261.307") def test_the_allowlist_is_versioned_and_names_a_reason_for_each_entry(replay): diff --git a/functional_tests/test_workflow_plan_replay_off_golden.py b/functional_tests/test_workflow_plan_replay_off_golden.py index d8425f8cb..62a17dfe0 100644 --- a/functional_tests/test_workflow_plan_replay_off_golden.py +++ b/functional_tests/test_workflow_plan_replay_off_golden.py @@ -1,8 +1,8 @@ # test_workflow_plan_replay_off_golden.py """ Functional test for the plan replay setting-off golden. -Version: 0.261.306 -Implemented in: 0.261.306 +Version: 0.261.307 +Implemented in: 0.261.307 With enable_workflow_plan_replay off, which is the default, nothing a user can already do changes. The golden was captured by running this file with @@ -368,7 +368,7 @@ def test_the_setting_is_off_by_default_and_saves_only_a_real_true(app): def test_version_includes_plan_replay(): - assert_app_version_at_least("0.261.306") + assert_app_version_at_least("0.261.307") def _write_golden(): diff --git a/functional_tests/test_workflow_plan_replay_routes.py b/functional_tests/test_workflow_plan_replay_routes.py index 8e973fc70..dc88dd05e 100644 --- a/functional_tests/test_workflow_plan_replay_routes.py +++ b/functional_tests/test_workflow_plan_replay_routes.py @@ -2,8 +2,8 @@ # test_workflow_plan_replay_routes.py """ Functional test for the saved-plan replay routes: preview and save a completed chat plan. -Version: 0.261.306 -Implemented in: 0.261.306 +Version: 0.261.307 +Implemented in: 0.261.307 This test ensures that only the creator, in a private conversation they own, can preview or save a completed chat orchestration plan as a personal workflow that repeats it. The preview discloses @@ -226,7 +226,7 @@ def _require_no_hostile_text_in_logs(h): def test_version_includes_plan_replay(): - assert_app_version_at_least("0.261.306") + assert_app_version_at_least("0.261.307") def test_the_preview_discloses_every_frozen_step_and_writes_nothing(h): diff --git a/ui_tests/test_v2_workflow_plan_replay_card.py b/ui_tests/test_v2_workflow_plan_replay_card.py index 875f9ac78..2f40b5b4c 100644 --- a/ui_tests/test_v2_workflow_plan_replay_card.py +++ b/ui_tests/test_v2_workflow_plan_replay_card.py @@ -1,8 +1,8 @@ # test_v2_workflow_plan_replay_card.py """ Real-component browser tests for saving a completed chat orchestration plan as a replay workflow. -Version: 0.261.306 -Implemented in: 0.261.306 +Version: 0.261.307 +Implemented in: 0.261.307 Refs: microsoft/simplechat#1550, microsoft/simplechat#1543 The production MessageList, PlanReplaySaveCard, WorkflowEditorDialog and WorkflowRunHistory run in @@ -39,7 +39,7 @@ pytestmark = pytest.mark.ui -IMPLEMENTED_IN = "0.261.306" +IMPLEMENTED_IN = "0.261.307" CONVERSATION = "plan-replay-chat" RUN_ID = "plan-replay-run" WORKFLOW_ID = "plan-replay-workflow" @@ -280,7 +280,7 @@ def mount_messages(page, *, feature=True, messages=None, kind="personal", conver const H = window.OrchHarness; H.reset(); H.stores.bootstrap.useBootstrapStore.setState({ data: { - version: '0.261.306', settings: {}, branding: { app_title: 'SimpleChat' }, + version: '0.261.307', settings: {}, branding: { app_title: 'SimpleChat' }, features: { enable_chat_orchestration: true, allow_user_workflows: true, diff --git a/ui_tests/test_workflow_classic_advanced_guard.py b/ui_tests/test_workflow_classic_advanced_guard.py index 4782f7966..dbc79a461 100644 --- a/ui_tests/test_workflow_classic_advanced_guard.py +++ b/ui_tests/test_workflow_classic_advanced_guard.py @@ -1,9 +1,9 @@ # test_workflow_classic_advanced_guard.py """ Source-backed browser coverage for the Classic advanced-workflow edit guard. -Version: 0.261.306 +Version: 0.261.307 Implemented in: 0.261.116; calendar schedule routing and labels added in 0.261.193; -Merge files tasks routed to V2 in 0.261.241; saved chat plans routed to V2 in 0.261.306 +Merge files tasks routed to V2 in 0.261.241; saved chat plans routed to V2 in 0.261.307 The actual local edit function must stop before loading runners or resetting a draft for advanced definitions, for calendar schedules, for Merge files tasks, From 3bd32b057c7ec5f65b987e653f513c7a6b6bb7e9 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 20:24:21 -0400 Subject: [PATCH 38/41] Restore VERSION 0.261.307 after the V2 catch-up V2 11d84783e remains at .306, so tip+1 is still .307. Keep the application version in its own last commit; all plan-replay test and documentation references already use .307. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- application/single_app/config.py | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/application/single_app/config.py b/application/single_app/config.py index bfc800eaf..9fd8886c8 100644 --- a/application/single_app/config.py +++ b/application/single_app/config.py @@ -101,7 +101,7 @@ EXECUTOR_TYPE = 'thread' EXECUTOR_MAX_WORKERS = 30 SESSION_TYPE = 'filesystem' -VERSION = "0.261.306" +VERSION = "0.261.307" IS_DEVELOPMENT = is_development_env_enabled() # Opt-out for deployments where App Service Easy Auth is active but the platform From 4337887900f47e872c82ada7988273420d5a19c4 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 20:37:27 -0400 Subject: [PATCH 39/41] Reuse the empty pending-action stub in replay card tests The V2 pending-action cards now read the conversation's saved-action list. Handle that exact GET through the shared fixture before tracking replay requests, while retaining strict rejection of all unknown browser requests. The replay card suite is again 7/7 after the V2 merge. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- ui_tests/test_v2_workflow_plan_replay_card.py | 7 ++++++- 1 file changed, 6 insertions(+), 1 deletion(-) diff --git a/ui_tests/test_v2_workflow_plan_replay_card.py b/ui_tests/test_v2_workflow_plan_replay_card.py index 2f40b5b4c..59aad1ed5 100644 --- a/ui_tests/test_v2_workflow_plan_replay_card.py +++ b/ui_tests/test_v2_workflow_plan_replay_card.py @@ -7,7 +7,8 @@ The production MessageList, PlanReplaySaveCard, WorkflowEditorDialog and WorkflowRunHistory run in Chromium with production CSS. HTTP routes are stubbed at the plan-replay, workflow editor-options, -and workflow run-history boundaries. +and workflow run-history boundaries. The shared empty pending-actions list stub answers V2's +conversation read without adding unrelated requests to the replay assertions. Build CSS with the existing V2 build, keeping outputs in UI test artifacts: npm --prefix .\\application\\v2_ui run build -- --outDir ..\\..\\ui_tests\\artifacts\\orchestration-plan-editor @@ -36,6 +37,7 @@ import functions_workflow_editor # noqa: E402 from test_support.versioning import assert_app_version_at_least # noqa: E402 +from v2_pending_action_stubs import is_pending_actions_list, pending_actions_payload # noqa: E402 pytestmark = pytest.mark.ui @@ -187,6 +189,9 @@ def handle(self, route): if path == "/favicon.ico": route.fulfill(status=204) return + if is_pending_actions_list(request.method, path): + route.fulfill(json=pending_actions_payload()) + return query = parse_qs(parsed.query) body = request.post_data_json if request.method == "POST" else None self.requests.append({"method": request.method, "path": path, "query": query, "body": body}) From 9c18dbfedc49c5b6d4b8492004834cfd61e7810b Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Thu, 8 Oct 2026 20:38:22 -0400 Subject: [PATCH 40/41] Bump plan replay to VERSION 0.261.308 V2 08def99f7 reached .307 before the push, so replay takes tip+1 (.308). Renumber only replay's own 30 references in 15 files. Keep every V2 version reference and release-notes section intact. This is the separate last commit after the merge and UI-fixture compatibility fix. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- application/single_app/config.py | 2 +- docs/admin/orchestration.md | 2 +- .../features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md | 2 +- docs/explanation/features/WORKFLOW_PLAN_REPLAY.md | 2 +- docs/explanation/release_notes.md | 2 +- docs/guides/create-a-workflow.md | 2 +- docs/reference/chat-controls.md | 2 +- functional_tests/test_v2_workflow_plan_replay_client.mjs | 4 ++-- functional_tests/test_workflow_plan_replay_boundaries.py | 6 +++--- functional_tests/test_workflow_plan_replay_execution.py | 6 +++--- functional_tests/test_workflow_plan_replay_freeze.py | 6 +++--- functional_tests/test_workflow_plan_replay_off_golden.py | 6 +++--- functional_tests/test_workflow_plan_replay_routes.py | 6 +++--- ui_tests/test_v2_workflow_plan_replay_card.py | 8 ++++---- ui_tests/test_workflow_classic_advanced_guard.py | 4 ++-- 15 files changed, 30 insertions(+), 30 deletions(-) diff --git a/application/single_app/config.py b/application/single_app/config.py index 9fd8886c8..9a05b6817 100644 --- a/application/single_app/config.py +++ b/application/single_app/config.py @@ -101,7 +101,7 @@ EXECUTOR_TYPE = 'thread' EXECUTOR_MAX_WORKERS = 30 SESSION_TYPE = 'filesystem' -VERSION = "0.261.307" +VERSION = "0.261.308" IS_DEVELOPMENT = is_development_env_enabled() # Opt-out for deployments where App Service Easy Auth is active but the platform diff --git a/docs/admin/orchestration.md b/docs/admin/orchestration.md index c2d50c1b9..07955a614 100644 --- a/docs/admin/orchestration.md +++ b/docs/admin/orchestration.md @@ -349,7 +349,7 @@ not claim that research verified the requested details. | Propose Workflows From Chat | Lets a plan turn a request for recurring or automated work, such as "email me a summary of my week every Monday", into a personal workflow proposal. The proposal appears as a card in the conversation, and no workflow exists until the user approves it there. Proposals are offered only in the user's own private conversations, and only to users who may already create personal workflows. | Off | `enable_chat_orchestration_workflows`; requires Chat Orchestration and personal workflows (`allow_user_workflows`), and the **Propose workflows** capability when the Capabilities list is narrowed. Since **0.261.207** | | Run Workflows From Chat | Lets a plan start one of the user's saved personal workflows when the user asks for it, such as "run my weekly digest now". A plan that starts a workflow always waits for the user to run it, even when the approval mode would run it automatically or after a countdown, and approving it starts each named workflow once. Runs are offered only in the user's own private conversations, only to users who may already create personal workflows, and only for workflows with durable execution on. It is independent of Propose Workflows From Chat, so either can be on without the other. | Off | `enable_chat_orchestration_workflow_runs`; requires Chat Orchestration and personal workflows (`allow_user_workflows`), and the **Run workflows** capability when the Capabilities list is narrowed. Since **0.261.212** | | Hand Off Large Work From Chat | Lets a plan hand a request that is too big for one chat plan, such as reviewing hundreds of documents, to a one-time durable workflow. The workflow reviews each document with Analyze and writes one report. The user approves the plan, then approves a hand-off card that names the documents, or says how many matching documents at most, the workflow will review. Accepting the card creates the workflow turned off, so it never runs on a schedule, and starts it once; when the run finishes, its report is posted back into the conversation. Hand-offs are offered only in the user's own private conversations. It is off by default because a hand-off starts background work that keeps running with the user's access after the chat turn ends. | Off | `enable_chat_orchestration_workflow_handoff`; requires Chat Orchestration, personal workflows (`allow_user_workflows`), Propose Workflows From Chat, Run Workflows From Chat and **Use Workflow Results In Chat**, and the **Hand off large work** capability when the Capabilities list is narrowed. Since **0.261.250**; since **0.261.295**, users accept, edit or decline a hand-off on the V2 hand-off card under the answer. | -| Repeat Chat Plans On A Schedule | Lets a user save a completed plan from their own private conversation as a personal workflow that repeats the same steps, such as every Monday. A **Repeat on a schedule** button under the answer opens a card that lists every saved step and the schedule, and nothing is saved until the user chooses **Save workflow**. The steps are frozen: each run repeats them exactly, as the user who saved them, in the workflow's own conversation, and checks this setting, the user's access and each step's capability again first. Only steps that search, analyze, compare or merge documents, inspect tabular files, write the answer or generate an image from a prompt can be repeated; web search, deep research, URL fetch, actions, agents, files to download and workflow steps can't. It is off by default because a saved plan keeps running with the user's access. Turning it off doesn't delete anything; those workflows stop at their next run with a fixed reason, which each creator sees through the workflow's default **Run failed** bell alert. | Off | `enable_workflow_plan_replay`; requires Chat Orchestration and personal workflows (`allow_user_workflows`). The schedule must meet **Minimum schedule interval for workflows created from chat** every time it is saved, including later edits, and the workflow counts toward **Workflows created from chat per user** under Limits. See [Repeat a chat plan on a schedule]({{ '/guides/create-a-workflow/' | relative_url }}#repeat-a-chat-plan-on-a-schedule). Since **0.261.307** | +| Repeat Chat Plans On A Schedule | Lets a user save a completed plan from their own private conversation as a personal workflow that repeats the same steps, such as every Monday. A **Repeat on a schedule** button under the answer opens a card that lists every saved step and the schedule, and nothing is saved until the user chooses **Save workflow**. The steps are frozen: each run repeats them exactly, as the user who saved them, in the workflow's own conversation, and checks this setting, the user's access and each step's capability again first. Only steps that search, analyze, compare or merge documents, inspect tabular files, write the answer or generate an image from a prompt can be repeated; web search, deep research, URL fetch, actions, agents, files to download and workflow steps can't. It is off by default because a saved plan keeps running with the user's access. Turning it off doesn't delete anything; those workflows stop at their next run with a fixed reason, which each creator sees through the workflow's default **Run failed** bell alert. | Off | `enable_workflow_plan_replay`; requires Chat Orchestration and personal workflows (`allow_user_workflows`). The schedule must meet **Minimum schedule interval for workflows created from chat** every time it is saved, including later edits, and the workflow counts toward **Workflows created from chat per user** under Limits. See [Repeat a chat plan on a schedule]({{ '/guides/create-a-workflow/' | relative_url }}#repeat-a-chat-plan-on-a-schedule). Since **0.261.308** | | Capabilities | Restricts which capabilities a plan may use. An empty selection means every capability the other settings already permit. | All | `chat_orchestration_enabled_capabilities` | When **Run Workflows From Chat** starts a durable personal workflow, the plan diff --git a/docs/explanation/features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md b/docs/explanation/features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md index 5d25d6f22..eec69622f 100644 --- a/docs/explanation/features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md +++ b/docs/explanation/features/WORKFLOW_M5C_COMPLETION_AND_NEXT_STEPS.md @@ -160,7 +160,7 @@ M5C, and none should be silently dropped when starting the next conversation. | ID | Still open | Next concrete boundary | | --- | --- | --- | | O1 | Additional saved-source export formats | Pick one source/profile/format mapping, including complete values, empty/partial inputs, provenance, authorization, digest and quota behavior. Reuse the shared exporter; do not build another publication service. | -| O2 | Orchestration knowledge/reasoning/output producers | Define a real authorized producer adapter with typed output, durable identities and inspection. Model prose is not an engine result or permission to invent execution IDs. **Status (0.261.307, Part of #1550):** the first adapter exists. A personal workflow's `plan_replay` task replays a frozen, hashed chat plan through the headless orchestration harness as the workflow's creator, under the workflow's durable lease. Its result is typed (`plan-replay-result-v1`): the orchestration run id comes from the run record, step statuses come from the executor, and artifact ids come from stored metadata, never from model prose. The V2 run inspector opens it. See [Workflow plan replay](WORKFLOW_PLAN_REPLAY.md). **Still open:** producers that wait asynchronously (`render_file`, `tabular_analyze`), producers that need the signed-in caller's roles (`web_search`), and the rest of the deny-by-default list. | +| O2 | Orchestration knowledge/reasoning/output producers | Define a real authorized producer adapter with typed output, durable identities and inspection. Model prose is not an engine result or permission to invent execution IDs. **Status (0.261.308, Part of #1550):** the first adapter exists. A personal workflow's `plan_replay` task replays a frozen, hashed chat plan through the headless orchestration harness as the workflow's creator, under the workflow's durable lease. Its result is typed (`plan-replay-result-v1`): the orchestration run id comes from the run record, step statuses come from the executor, and artifact ids come from stored metadata, never from model prose. The V2 run inspector opens it. See [Workflow plan replay](WORKFLOW_PLAN_REPLAY.md). **Still open:** producers that wait asynchronously (`render_file`, `tabular_analyze`), producers that need the signed-in caller's roles (`web_search`), and the rest of the deny-by-default list. | | O3 | Deterministic aggregates | Choose a complete-input use case and define ordering, empty/partial/missing semantics and allowed operations before implementing reducers. | | O4 | Office-export test harness/import debt | Isolate production imports before mocks; identify actual failures in an offline environment. Concrete import-coupled selectors are listed below. Do not install production credentials or change unrelated dependency pins. | | O5 | Revoked-record refresh assertion | Reconcile the named test with removal of the revoked panel while still proving protected records disappear. Never retain restricted data to satisfy the old locator. | diff --git a/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md b/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md index 66f92339a..a4989261e 100644 --- a/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md +++ b/docs/explanation/features/WORKFLOW_PLAN_REPLAY.md @@ -1,6 +1,6 @@ # Workflow plan replay -Implemented in version: **0.261.307**. +Implemented in version: **0.261.308**. Application version tracking: `application\single_app\config.py`. diff --git a/docs/explanation/release_notes.md b/docs/explanation/release_notes.md index d2f59ac70..3ab552bbf 100644 --- a/docs/explanation/release_notes.md +++ b/docs/explanation/release_notes.md @@ -2,7 +2,7 @@ For feature-focused and fix-focused drill-downs by version, see [Features by Version](https://github.com/microsoft/simplechat/tree/main/docs/explanation/features) and [Fixes by Version](https://github.com/microsoft/simplechat/tree/main/docs/explanation/fixes). -### **(v0.261.307)** +### **(v0.261.308)** #### New Features diff --git a/docs/guides/create-a-workflow.md b/docs/guides/create-a-workflow.md index 297ea7136..9061bf15f 100644 --- a/docs/guides/create-a-workflow.md +++ b/docs/guides/create-a-workflow.md @@ -152,7 +152,7 @@ for how proposals are checked and created. ### Repeat a chat plan on a schedule -Starting in **0.261.307**, you can save a plan that chat already ran as a +Starting in **0.261.308**, you can save a plan that chat already ran as a personal workflow that repeats the same steps, for example every Monday. Use it when an orchestrated answer was worth having once and you want the same searches, analysis and answer again without asking each time. A workflow diff --git a/docs/reference/chat-controls.md b/docs/reference/chat-controls.md index 608199555..70d5d7d51 100644 --- a/docs/reference/chat-controls.md +++ b/docs/reference/chat-controls.md @@ -738,7 +738,7 @@ once. ## Saved chat plans (V2 interface) -Implemented in **0.261.307** (Refs: microsoft/simplechat#1550). A finished +Implemented in **0.261.308** (Refs: microsoft/simplechat#1550). A finished orchestrated answer can be saved as a personal workflow that repeats the same steps on a schedule. The steps are frozen when you save them, and each run repeats them as you, in the workflow's own conversation. See diff --git a/functional_tests/test_v2_workflow_plan_replay_client.mjs b/functional_tests/test_v2_workflow_plan_replay_client.mjs index 1b7b9f0c2..27e102695 100644 --- a/functional_tests/test_v2_workflow_plan_replay_client.mjs +++ b/functional_tests/test_v2_workflow_plan_replay_client.mjs @@ -1,6 +1,6 @@ // test_v2_workflow_plan_replay_client.mjs -// Version: 0.261.307 -// Implemented in: 0.261.307 +// Version: 0.261.308 +// Implemented in: 0.261.308 // Exercises the V2 plan-replay client contract: preview and save parsing, fixed refusal copy, // typed replay run results, stored replay summaries, capability labels, and workflow editor // round-tripping of read-only plan_replay tasks. diff --git a/functional_tests/test_workflow_plan_replay_boundaries.py b/functional_tests/test_workflow_plan_replay_boundaries.py index 0369d7f3c..83db7eb30 100644 --- a/functional_tests/test_workflow_plan_replay_boundaries.py +++ b/functional_tests/test_workflow_plan_replay_boundaries.py @@ -2,8 +2,8 @@ # test_workflow_plan_replay_boundaries.py """ Functional test for the workflow plan replay import and scheduler boundaries. -Version: 0.261.307 -Implemented in: 0.261.307 +Version: 0.261.308 +Implemented in: 0.261.308 This test ensures that the plan replay module never imports the web layer, so a scheduled run cannot reach request state, and that the runner, the personal and group workflow stores and the @@ -106,7 +106,7 @@ def require(condition, message): def test_version_includes_plan_replay(): - assert_app_version_at_least("0.261.307") + assert_app_version_at_least("0.261.308") def run_probe(order, optimized): diff --git a/functional_tests/test_workflow_plan_replay_execution.py b/functional_tests/test_workflow_plan_replay_execution.py index 0c8ca0f04..8ca23f7eb 100644 --- a/functional_tests/test_workflow_plan_replay_execution.py +++ b/functional_tests/test_workflow_plan_replay_execution.py @@ -1,8 +1,8 @@ # test_workflow_plan_replay_execution.py """ Functional test for the headless plan replay execution. -Version: 0.261.307 -Implemented in: 0.261.307 +Version: 0.261.308 +Implemented in: 0.261.308 This test ensures that a saved plan replays end to end under the real headless orchestration executor, with only the model stubbed: the creator is the only actor, the run lands in the @@ -343,7 +343,7 @@ def _replay_runs(harness): def test_version_includes_plan_replay(): - assert_app_version_at_least("0.261.307") + assert_app_version_at_least("0.261.308") def test_a_frozen_plan_replays_end_to_end_in_the_workflow_conversation(harness, replay): diff --git a/functional_tests/test_workflow_plan_replay_freeze.py b/functional_tests/test_workflow_plan_replay_freeze.py index a5ce47c28..c496d1189 100644 --- a/functional_tests/test_workflow_plan_replay_freeze.py +++ b/functional_tests/test_workflow_plan_replay_freeze.py @@ -1,8 +1,8 @@ # test_workflow_plan_replay_freeze.py """ Functional test for the plan replay freeze, allowlist and per-run re-authorization. -Version: 0.261.307 -Implemented in: 0.261.307 +Version: 0.261.308 +Implemented in: 0.261.308 This test ensures that a saved workflow freezes only a completed, approved plan its creator owns in a private chat, that the versioned allowlist refuses every class it must with a fixed @@ -116,7 +116,7 @@ def _rehash(replay, task): def test_version_includes_plan_replay(): - assert_app_version_at_least("0.261.307") + assert_app_version_at_least("0.261.308") def test_the_allowlist_is_versioned_and_names_a_reason_for_each_entry(replay): diff --git a/functional_tests/test_workflow_plan_replay_off_golden.py b/functional_tests/test_workflow_plan_replay_off_golden.py index 62a17dfe0..73ff1e66f 100644 --- a/functional_tests/test_workflow_plan_replay_off_golden.py +++ b/functional_tests/test_workflow_plan_replay_off_golden.py @@ -1,8 +1,8 @@ # test_workflow_plan_replay_off_golden.py """ Functional test for the plan replay setting-off golden. -Version: 0.261.307 -Implemented in: 0.261.307 +Version: 0.261.308 +Implemented in: 0.261.308 With enable_workflow_plan_replay off, which is the default, nothing a user can already do changes. The golden was captured by running this file with @@ -368,7 +368,7 @@ def test_the_setting_is_off_by_default_and_saves_only_a_real_true(app): def test_version_includes_plan_replay(): - assert_app_version_at_least("0.261.307") + assert_app_version_at_least("0.261.308") def _write_golden(): diff --git a/functional_tests/test_workflow_plan_replay_routes.py b/functional_tests/test_workflow_plan_replay_routes.py index dc88dd05e..2c4213243 100644 --- a/functional_tests/test_workflow_plan_replay_routes.py +++ b/functional_tests/test_workflow_plan_replay_routes.py @@ -2,8 +2,8 @@ # test_workflow_plan_replay_routes.py """ Functional test for the saved-plan replay routes: preview and save a completed chat plan. -Version: 0.261.307 -Implemented in: 0.261.307 +Version: 0.261.308 +Implemented in: 0.261.308 This test ensures that only the creator, in a private conversation they own, can preview or save a completed chat orchestration plan as a personal workflow that repeats it. The preview discloses @@ -226,7 +226,7 @@ def _require_no_hostile_text_in_logs(h): def test_version_includes_plan_replay(): - assert_app_version_at_least("0.261.307") + assert_app_version_at_least("0.261.308") def test_the_preview_discloses_every_frozen_step_and_writes_nothing(h): diff --git a/ui_tests/test_v2_workflow_plan_replay_card.py b/ui_tests/test_v2_workflow_plan_replay_card.py index 59aad1ed5..54c98032d 100644 --- a/ui_tests/test_v2_workflow_plan_replay_card.py +++ b/ui_tests/test_v2_workflow_plan_replay_card.py @@ -1,8 +1,8 @@ # test_v2_workflow_plan_replay_card.py """ Real-component browser tests for saving a completed chat orchestration plan as a replay workflow. -Version: 0.261.307 -Implemented in: 0.261.307 +Version: 0.261.308 +Implemented in: 0.261.308 Refs: microsoft/simplechat#1550, microsoft/simplechat#1543 The production MessageList, PlanReplaySaveCard, WorkflowEditorDialog and WorkflowRunHistory run in @@ -41,7 +41,7 @@ pytestmark = pytest.mark.ui -IMPLEMENTED_IN = "0.261.307" +IMPLEMENTED_IN = "0.261.308" CONVERSATION = "plan-replay-chat" RUN_ID = "plan-replay-run" WORKFLOW_ID = "plan-replay-workflow" @@ -285,7 +285,7 @@ def mount_messages(page, *, feature=True, messages=None, kind="personal", conver const H = window.OrchHarness; H.reset(); H.stores.bootstrap.useBootstrapStore.setState({ data: { - version: '0.261.307', settings: {}, branding: { app_title: 'SimpleChat' }, + version: '0.261.308', settings: {}, branding: { app_title: 'SimpleChat' }, features: { enable_chat_orchestration: true, allow_user_workflows: true, diff --git a/ui_tests/test_workflow_classic_advanced_guard.py b/ui_tests/test_workflow_classic_advanced_guard.py index dbc79a461..3cb918f21 100644 --- a/ui_tests/test_workflow_classic_advanced_guard.py +++ b/ui_tests/test_workflow_classic_advanced_guard.py @@ -1,9 +1,9 @@ # test_workflow_classic_advanced_guard.py """ Source-backed browser coverage for the Classic advanced-workflow edit guard. -Version: 0.261.307 +Version: 0.261.308 Implemented in: 0.261.116; calendar schedule routing and labels added in 0.261.193; -Merge files tasks routed to V2 in 0.261.241; saved chat plans routed to V2 in 0.261.307 +Merge files tasks routed to V2 in 0.261.241; saved chat plans routed to V2 in 0.261.308 The actual local edit function must stop before loading runners or resetting a draft for advanced definitions, for calendar schedules, for Merge files tasks, From 8d39556806e1f2d6f77c07584c3028ac98495a50 Mon Sep 17 00:00:00 2001 From: Copilot App <223556219+Copilot@users.noreply.github.com> Date: Thu, 8 Oct 2026 21:22:56 -0400 Subject: [PATCH 41/41] Address plan replay CodeQL quality findings Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --- .../functions_workflow_plan_replay.py | 6 +- .../test_workflow_plan_replay_execution.py | 82 ++++++++++++++++++- .../test_workflow_plan_replay_freeze.py | 2 +- ui_tests/test_v2_workflow_plan_replay_card.py | 2 +- 4 files changed, 86 insertions(+), 6 deletions(-) diff --git a/application/single_app/functions_workflow_plan_replay.py b/application/single_app/functions_workflow_plan_replay.py index a035f8b37..a3e158f62 100644 --- a/application/single_app/functions_workflow_plan_replay.py +++ b/application/single_app/functions_workflow_plan_replay.py @@ -141,7 +141,6 @@ def __init__(self, code, message=None, *, step_id=None, refusals=None): text = message or REFUSAL_MESSAGES.get(code) or REFUSAL_MESSAGES['replay_execution_failed'] super().__init__(text) self.code = code - self.public_message = text self.step_id = step_id self.refusals = list(refusals or []) @@ -153,7 +152,6 @@ def __init__(self, code, message=None, *, refusals=None): text = message or REFUSAL_MESSAGES.get(code) or REFUSAL_MESSAGES['source_run_not_eligible'] super().__init__(text) self.code = code - self.public_message = text self.refusals = list(refusals or []) @@ -1291,8 +1289,12 @@ def worker(): lease=lease, ) execution.execute(emit=None) + except Exception as exc: + execution_error['error'] = exc except BaseException as exc: + # The joiner must settle fatal exits without suppressing the worker's signal. execution_error['error'] = exc + raise thread = threading.Thread(target=worker, name=f'plan-replay-{orch_run_id}', daemon=True) stopped.update({'thread': thread, 'lease': lease}) diff --git a/functional_tests/test_workflow_plan_replay_execution.py b/functional_tests/test_workflow_plan_replay_execution.py index 8ca23f7eb..1643ce091 100644 --- a/functional_tests/test_workflow_plan_replay_execution.py +++ b/functional_tests/test_workflow_plan_replay_execution.py @@ -21,6 +21,7 @@ import sys import threading import time +from asyncio import CancelledError from copy import deepcopy from datetime import datetime, timedelta, timezone from pathlib import Path @@ -346,6 +347,29 @@ def test_version_includes_plan_replay(): assert_app_version_at_least("0.261.308") +@pytest.mark.parametrize("error_name, base_module, base_name, fallback_code", [ + ("PlanReplayRefused", "functions_workflow_bindings", "WorkflowInputError", "replay_execution_failed"), + ("PlanReplaySaveError", "functions_workflow_definitions", "WorkflowPublicValidationError", "source_run_not_eligible"), +]) +def test_replay_errors_keep_their_inherited_public_contract(replay, error_name, base_module, base_name, fallback_code): + error_class = getattr(replay, error_name) + base_class = getattr(importlib.import_module(base_module), base_name) + for code, message, text, expected_status in [ + ("plan_hash_mismatch", None, replay.REFUSAL_MESSAGES["plan_hash_mismatch"], 409), + ("unknown_replay_error", None, replay.REFUSAL_MESSAGES[fallback_code], 422), + ("replay_disabled", "The saved plan is unavailable.", "The saved plan is unavailable.", 403), + ]: + refusals = [{"code": code}] + error = error_class(code, message, refusals=refusals) + require(isinstance(error, base_class) and isinstance(error, ValueError), "The error keeps its base types.") + require(error.public_message == text and str(error) == text, "The superclass retains the fixed public text.") + require(error.args == (text,) and error.code == code, "The exception arguments and replay code are unchanged.") + require(error.refusals == refusals and error.refusals is not refusals, "Refusals remain an independent list.") + payload, status = replay.plan_replay_error_response(error.code, error.public_message, error.refusals) + require(payload == {"error": text, "code": code, "refusals": refusals}, "The public payload is unchanged.") + require(status == expected_status, "The public HTTP status is unchanged.") + + def test_a_frozen_plan_replays_end_to_end_in_the_workflow_conversation(harness, replay): task = _frozen_task(harness, replay) workflow = _workflow(task) @@ -660,7 +684,7 @@ def renewing_reply(): _renew_past_the_ttl(store, clock, polls) renewed.set() clock.now += timedelta(minutes=5) - except BaseException as exc: + except Exception as exc: problems.append(exc) return gate() @@ -709,6 +733,60 @@ def prepare(claimed, **kwargs): require(len(harness.model_calls) == calls_before, "A re-entered attempt never runs a second time.") +@pytest.mark.parametrize("error_type", [SystemExit, KeyboardInterrupt, GeneratorExit, CancelledError, ProcessDied]) +def test_fatal_worker_exits_are_reported_and_settled(harness, replay, monkeypatch, error_type): + task = _frozen_task(harness, replay) + _workflow_conversation(harness) + worker_errors = [] + monkeypatch.setattr(threading, "excepthook", worker_errors.append) + error = error_type("Private worker exit detail.") + + def prepare(claimed, **kwargs): + raise error + + refusal = _refused(replay, lambda: _run( + replay, harness, _workflow(task), task, prepare_execution=prepare, + ), "replay_execution_failed") + + require(refusal.__cause__ is error, "The joiner retains the worker error without exposing its text.") + require(len(worker_errors) == 1 and worker_errors[0].exc_value is error, "Fatal signals leave the worker.") + run_id = _replay_run_id(replay) + record = harness.runs.read_item(run_id, WORKFLOW_CONVERSATION) + require(record.get("status") == "failed", "A stopped worker's run is settled, not left running.") + require((record.get("failure") or {}).get("code") == "execution_interrupted", "The run has a fixed failure code.") + require(record.get("execution_lease") is None, "A stopped worker releases its orchestration lease.") + _require_fenced(harness, run_id) + + +def test_worker_cancellation_after_completion_never_returns_success(harness, replay, monkeypatch): + task = _frozen_task(harness, replay) + _workflow_conversation(harness) + execution_module = importlib.import_module("functions_orchestration_execution") + worker_errors = [] + monkeypatch.setattr(threading, "excepthook", worker_errors.append) + error = CancelledError("Private cancellation detail.") + harness.replies = ["The replayed content."] + + def prepare(claimed, **kwargs): + execution = execution_module.prepare_harness_execution(claimed, **kwargs) + + class InterruptedExecution: + def execute(self, *, emit): + execution.execute(emit=emit) + raise error + + return InterruptedExecution() + + refusal = _refused(replay, lambda: _run( + replay, harness, _workflow(task), task, prepare_execution=prepare, + ), "replay_execution_failed") + + require(refusal.__cause__ is error, "Cancellation remains a failure even after a completed record exists.") + require(len(worker_errors) == 1 and worker_errors[0].exc_value is error, "Cancellation leaves the worker.") + record = harness.runs.read_item(_replay_run_id(replay), WORKFLOW_CONVERSATION) + require(record.get("status") == "completed", "The completed record alone cannot turn a worker exit into success.") + + def test_a_durable_replay_unit_keeps_its_lease_past_the_ttl_and_completes(harness, replay): task = _frozen_task(harness, replay) _workflow_conversation(harness) @@ -720,7 +798,7 @@ def test_a_durable_replay_unit_keeps_its_lease_past_the_ttl_and_completes(harnes def renewing_reply(): try: _renew_past_the_ttl(store, clock, polls) - except BaseException as exc: + except Exception as exc: problems.append(exc) return "The replayed content." diff --git a/functional_tests/test_workflow_plan_replay_freeze.py b/functional_tests/test_workflow_plan_replay_freeze.py index c496d1189..00dec9d22 100644 --- a/functional_tests/test_workflow_plan_replay_freeze.py +++ b/functional_tests/test_workflow_plan_replay_freeze.py @@ -22,7 +22,7 @@ import pytest from test_orchestration_harness_execution import harness, initialized_application # noqa: F401 -from test_support.orchestration_harness_execution import compose_step, input_binding +from test_support.orchestration_harness_execution import input_binding from test_support.versioning import assert_app_version_at_least diff --git a/ui_tests/test_v2_workflow_plan_replay_card.py b/ui_tests/test_v2_workflow_plan_replay_card.py index 54c98032d..d73feaa44 100644 --- a/ui_tests/test_v2_workflow_plan_replay_card.py +++ b/ui_tests/test_v2_workflow_plan_replay_card.py @@ -18,7 +18,7 @@ import copy import sys from pathlib import Path -from urllib.parse import parse_qs, unquote, urlsplit +from urllib.parse import parse_qs, urlsplit import pytest from playwright.sync_api import expect