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core/server/handlers/workflow_engine_test.go
Jeffrey Smith 752d0697e9
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Feat v0.3.5 settings audit, ICD, clone + v0.3.6 roadmap
v0.3.5 deliverables:
- Clone endpoint (POST /workflows/:id/clone) with deep stage copy
- 7 engine integration tests (28 total): lifecycle, branch routing,
  public entry, signoff gate, rejection, cancel, error cases
- Settings audit: staleness_timeout_hours + branch_rules UI in
  team-admin workflow editor
- ICD: fixed stale schemas, added ~20 new endpoint paths for
  instances, assignments, signoffs, public entry, clone, team roles

Roadmap additions (v0.3.6–v0.3.8):
- v0.3.6: 4 example workflow packages + demo surface proving
  public entry, branch rules, Starlark automation, signoff gates,
  HTTP webhooks end-to-end
- v0.3.7: package audit for non-chat packages
- v0.3.8: builder image + bundled packages for zero-config first run

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-28 12:44:37 +00:00

471 lines
16 KiB
Go

package handlers
import (
"context"
"encoding/json"
"strings"
"testing"
"switchboard-core/database"
"switchboard-core/models"
"switchboard-core/workflow"
)
// testEngine creates a workflow engine with nil bus and runner (safe for tests).
func testEngine(t *testing.T) *workflow.Engine {
t.Helper()
s := testStores(t)
return workflow.NewEngine(s, nil, nil)
}
// seedEngineFixture creates a 3-stage workflow (form → review → form),
// publishes it, and returns (workflowID, userID, teamID).
func seedEngineFixture(t *testing.T, slug string) (string, string, string) {
t.Helper()
s := testStores(t)
ctx := context.Background()
userID := database.SeedTestUser(t, "Eng-"+slug, slug+"@test.com")
teamID := database.SeedTestTeam(t, "Team-"+slug, userID)
wf := &models.Workflow{
TeamID: &teamID,
Name: "Engine " + slug,
Slug: slug,
EntryMode: "team_only",
IsActive: true,
CreatedBy: userID,
}
if err := s.Workflows.Create(ctx, wf); err != nil {
t.Fatalf("create workflow: %v", err)
}
stages := []models.WorkflowStage{
{WorkflowID: wf.ID, Ordinal: 0, Name: "intake", StageMode: models.StageModeForm, Audience: models.AudienceTeam, StageType: models.StageTypeSimple},
{WorkflowID: wf.ID, Ordinal: 1, Name: "review", StageMode: models.StageModeReview, Audience: models.AudienceTeam, StageType: models.StageTypeSimple, AssignmentTeamID: &teamID},
{WorkflowID: wf.ID, Ordinal: 2, Name: "final", StageMode: models.StageModeForm, Audience: models.AudienceTeam, StageType: models.StageTypeSimple},
}
for i := range stages {
if err := s.Workflows.CreateStage(ctx, &stages[i]); err != nil {
t.Fatalf("create stage %d: %v", i, err)
}
}
snapshot, _ := json.Marshal(stages)
ver := &models.WorkflowVersion{WorkflowID: wf.ID, VersionNumber: 1, Snapshot: snapshot}
if err := s.Workflows.Publish(ctx, ver); err != nil {
t.Fatalf("publish: %v", err)
}
return wf.ID, userID, teamID
}
// ── Full Lifecycle ──────────────────────────
func TestEngine_FullLifecycle(t *testing.T) {
database.RequireTestDB(t)
database.TruncateAll(t)
eng := testEngine(t)
ctx := context.Background()
wfID, userID, _ := seedEngineFixture(t, "lifecycle")
// Start
inst, err := eng.Start(ctx, wfID, json.RawMessage(`{"name":"Alice"}`), userID)
if err != nil {
t.Fatalf("start: %v", err)
}
if inst.Status != models.InstanceStatusActive {
t.Fatalf("status = %q, want active", inst.Status)
}
if inst.CurrentStage != "intake" {
t.Fatalf("stage = %q, want intake", inst.CurrentStage)
}
// Advance intake → review
inst, err = eng.Advance(ctx, inst.ID, json.RawMessage(`{"submitted":true}`), userID)
if err != nil {
t.Fatalf("advance 1: %v", err)
}
if inst.CurrentStage != "review" {
t.Fatalf("stage = %q, want review", inst.CurrentStage)
}
// Advance review → final
inst, err = eng.Advance(ctx, inst.ID, json.RawMessage(`{"reviewed":true}`), userID)
if err != nil {
t.Fatalf("advance 2: %v", err)
}
if inst.CurrentStage != "final" {
t.Fatalf("stage = %q, want final", inst.CurrentStage)
}
// Advance final → completed (past last stage)
inst, err = eng.Advance(ctx, inst.ID, json.RawMessage(`{}`), userID)
if err != nil {
t.Fatalf("advance 3: %v", err)
}
if inst.Status != models.InstanceStatusCompleted {
t.Fatalf("status = %q, want completed", inst.Status)
}
}
// ── Branch Routing ──────────────────────────
func TestEngine_BranchRouting(t *testing.T) {
database.RequireTestDB(t)
database.TruncateAll(t)
s := testStores(t)
eng := workflow.NewEngine(s, nil, nil)
ctx := context.Background()
userID := database.SeedTestUser(t, "Branch", "branch@test.com")
teamID := database.SeedTestTeam(t, "Branch Team", userID)
wf := &models.Workflow{
TeamID: &teamID, Name: "Branching WF", Slug: "branch-wf",
EntryMode: "team_only", IsActive: true, CreatedBy: userID,
}
s.Workflows.Create(ctx, wf)
branchRules, _ := json.Marshal([]map[string]any{
{"field": "priority", "op": "eq", "value": "high", "target_stage": "escalation"},
})
stages := []models.WorkflowStage{
{WorkflowID: wf.ID, Ordinal: 0, Name: "intake", StageMode: models.StageModeForm, Audience: models.AudienceTeam, StageType: models.StageTypeSimple, BranchRules: branchRules},
{WorkflowID: wf.ID, Ordinal: 1, Name: "normal-review", StageMode: models.StageModeReview, Audience: models.AudienceTeam, StageType: models.StageTypeSimple},
{WorkflowID: wf.ID, Ordinal: 2, Name: "escalation", StageMode: models.StageModeReview, Audience: models.AudienceTeam, StageType: models.StageTypeSimple},
}
for i := range stages {
s.Workflows.CreateStage(ctx, &stages[i])
}
snapshot, _ := json.Marshal(stages)
s.Workflows.Publish(ctx, &models.WorkflowVersion{WorkflowID: wf.ID, VersionNumber: 1, Snapshot: snapshot})
// Test: priority=high → escalation
inst, _ := eng.Start(ctx, wf.ID, json.RawMessage(`{}`), userID)
inst, err := eng.Advance(ctx, inst.ID, json.RawMessage(`{"priority":"high"}`), userID)
if err != nil {
t.Fatalf("advance: %v", err)
}
if inst.CurrentStage != "escalation" {
t.Fatalf("stage = %q, want escalation", inst.CurrentStage)
}
// Test: no priority → normal-review (ordinal+1)
inst2, _ := eng.Start(ctx, wf.ID, json.RawMessage(`{}`), userID)
inst2, err = eng.Advance(ctx, inst2.ID, json.RawMessage(`{"priority":"low"}`), userID)
if err != nil {
t.Fatalf("advance2: %v", err)
}
if inst2.CurrentStage != "normal-review" {
t.Fatalf("stage = %q, want normal-review", inst2.CurrentStage)
}
}
// ── Public Entry ────────────────────────────
func TestEngine_PublicEntry(t *testing.T) {
database.RequireTestDB(t)
database.TruncateAll(t)
s := testStores(t)
eng := workflow.NewEngine(s, nil, nil)
ctx := context.Background()
userID := database.SeedTestUser(t, "PubUser", "pub@test.com")
teamID := database.SeedTestTeam(t, "Pub Team", userID)
wf := &models.Workflow{
TeamID: &teamID, Name: "Public WF", Slug: "public-wf",
EntryMode: "public_link", IsActive: true, CreatedBy: userID,
}
s.Workflows.Create(ctx, wf)
stages := []models.WorkflowStage{
{WorkflowID: wf.ID, Ordinal: 0, Name: "public-form", StageMode: models.StageModeForm, Audience: models.AudiencePublic, StageType: models.StageTypeSimple},
{WorkflowID: wf.ID, Ordinal: 1, Name: "team-review", StageMode: models.StageModeReview, Audience: models.AudienceTeam, StageType: models.StageTypeSimple},
}
for i := range stages {
s.Workflows.CreateStage(ctx, &stages[i])
}
snapshot, _ := json.Marshal(stages)
s.Workflows.Publish(ctx, &models.WorkflowVersion{WorkflowID: wf.ID, VersionNumber: 1, Snapshot: snapshot})
// StartPublic
inst, err := eng.StartPublic(ctx, wf.ID, json.RawMessage(`{"email":"anon@example.com"}`))
if err != nil {
t.Fatalf("start public: %v", err)
}
if inst.EntryToken == nil || *inst.EntryToken == "" {
t.Fatal("expected entry_token")
}
token := *inst.EntryToken
// ResumePublic
resumed, err := eng.ResumePublic(ctx, token)
if err != nil {
t.Fatalf("resume: %v", err)
}
if resumed.ID != inst.ID {
t.Fatalf("resumed different instance")
}
// AdvancePublic on public stage — should succeed
inst, err = eng.AdvancePublic(ctx, token, json.RawMessage(`{"submitted":true}`))
if err != nil {
t.Fatalf("advance public: %v", err)
}
if inst.CurrentStage != "team-review" {
t.Fatalf("stage = %q, want team-review", inst.CurrentStage)
}
// AdvancePublic on team stage — should fail
_, err = eng.AdvancePublic(ctx, token, json.RawMessage(`{}`))
if err == nil {
t.Fatal("expected error for non-public stage")
}
if !strings.Contains(err.Error(), "authenticated") {
t.Fatalf("error = %q, want 'authenticated' mention", err.Error())
}
}
// ── Signoff Validation Gate ─────────────────
func TestEngine_SignoffGate(t *testing.T) {
database.RequireTestDB(t)
database.TruncateAll(t)
s := testStores(t)
eng := workflow.NewEngine(s, nil, nil)
ctx := context.Background()
user1 := database.SeedTestUser(t, "Signer1", "s1@test.com")
user2 := database.SeedTestUser(t, "Signer2", "s2@test.com")
teamID := database.SeedTestTeam(t, "Gate Team", user1)
wf := &models.Workflow{
TeamID: &teamID, Name: "Gate WF", Slug: "gate-wf",
EntryMode: "team_only", IsActive: true, CreatedBy: user1,
}
s.Workflows.Create(ctx, wf)
validationCfg, _ := json.Marshal(map[string]any{
"validation": map[string]any{"required_approvals": 2},
})
stages := []models.WorkflowStage{
{WorkflowID: wf.ID, Ordinal: 0, Name: "gated-stage", StageMode: models.StageModeReview, Audience: models.AudienceTeam, StageType: models.StageTypeSimple, StageConfig: validationCfg},
{WorkflowID: wf.ID, Ordinal: 1, Name: "done", StageMode: models.StageModeForm, Audience: models.AudienceTeam, StageType: models.StageTypeSimple},
}
for i := range stages {
s.Workflows.CreateStage(ctx, &stages[i])
}
snapshot, _ := json.Marshal(stages)
s.Workflows.Publish(ctx, &models.WorkflowVersion{WorkflowID: wf.ID, VersionNumber: 1, Snapshot: snapshot})
inst, _ := eng.Start(ctx, wf.ID, json.RawMessage(`{}`), user1)
// 1 approval — advance should fail
eng.SubmitSignoff(ctx, inst.ID, user1, models.SignoffApprove, "ok")
_, err := eng.Advance(ctx, inst.ID, json.RawMessage(`{}`), user1)
if err == nil {
t.Fatal("expected insufficient approvals error")
}
if !strings.Contains(err.Error(), "insufficient approvals") {
t.Fatalf("error = %q, want 'insufficient approvals'", err.Error())
}
// 2nd approval — advance should succeed
eng.SubmitSignoff(ctx, inst.ID, user2, models.SignoffApprove, "also ok")
inst, err = eng.Advance(ctx, inst.ID, json.RawMessage(`{}`), user1)
if err != nil {
t.Fatalf("advance with 2 approvals: %v", err)
}
if inst.CurrentStage != "done" {
t.Fatalf("stage = %q, want done", inst.CurrentStage)
}
}
// ── Signoff Rejection ───────────────────────
func TestEngine_SignoffRejection(t *testing.T) {
database.RequireTestDB(t)
database.TruncateAll(t)
s := testStores(t)
eng := workflow.NewEngine(s, nil, nil)
ctx := context.Background()
userID := database.SeedTestUser(t, "Rejector", "rej@test.com")
teamID := database.SeedTestTeam(t, "Reject Team", userID)
wf := &models.Workflow{
TeamID: &teamID, Name: "Reject WF", Slug: "reject-wf",
EntryMode: "team_only", IsActive: true, CreatedBy: userID,
}
s.Workflows.Create(ctx, wf)
validationCfg, _ := json.Marshal(map[string]any{
"validation": map[string]any{"required_approvals": 1, "reject_action": "cancel"},
})
stages := []models.WorkflowStage{
{WorkflowID: wf.ID, Ordinal: 0, Name: "review", StageMode: models.StageModeReview, Audience: models.AudienceTeam, StageType: models.StageTypeSimple, StageConfig: validationCfg},
{WorkflowID: wf.ID, Ordinal: 1, Name: "approved", StageMode: models.StageModeForm, Audience: models.AudienceTeam, StageType: models.StageTypeSimple},
}
for i := range stages {
s.Workflows.CreateStage(ctx, &stages[i])
}
snapshot, _ := json.Marshal(stages)
s.Workflows.Publish(ctx, &models.WorkflowVersion{WorkflowID: wf.ID, VersionNumber: 1, Snapshot: snapshot})
inst, _ := eng.Start(ctx, wf.ID, json.RawMessage(`{}`), userID)
// Submit rejection
eng.SubmitSignoff(ctx, inst.ID, userID, models.SignoffReject, "not good")
// Advance should cancel the instance
inst, err := eng.Advance(ctx, inst.ID, json.RawMessage(`{}`), userID)
if err != nil {
t.Fatalf("advance after reject: %v", err)
}
if inst.Status != models.InstanceStatusCancelled {
t.Fatalf("status = %q, want cancelled", inst.Status)
}
}
// ── Cancel Clears Assignments ───────────────
func TestEngine_CancelClearsAssignments(t *testing.T) {
database.RequireTestDB(t)
database.TruncateAll(t)
s := testStores(t)
eng := workflow.NewEngine(s, nil, nil)
ctx := context.Background()
wfID, userID, _ := seedEngineFixture(t, "cancel-assign")
inst, _ := eng.Start(ctx, wfID, json.RawMessage(`{}`), userID)
// Advance to review stage (which has assignment_team_id)
inst, _ = eng.Advance(ctx, inst.ID, json.RawMessage(`{}`), userID)
if inst.CurrentStage != "review" {
t.Fatalf("stage = %q, want review", inst.CurrentStage)
}
// Verify assignment was created
assignments, _ := s.Workflows.ListAssignmentsByInstance(ctx, inst.ID)
openCount := 0
for _, a := range assignments {
if a.Status == models.AssignmentStatusUnassigned || a.Status == models.AssignmentStatusClaimed {
openCount++
}
}
if openCount == 0 {
t.Fatal("expected at least one open assignment")
}
// Claim one
for _, a := range assignments {
if a.Status == models.AssignmentStatusUnassigned && a.Stage == "review" {
s.Workflows.ClaimAssignment(ctx, a.ID, userID)
break
}
}
// Cancel instance
if err := eng.Cancel(ctx, inst.ID, userID); err != nil {
t.Fatalf("cancel: %v", err)
}
// Verify all open assignments are cancelled
assignments, _ = s.Workflows.ListAssignmentsByInstance(ctx, inst.ID)
for _, a := range assignments {
if a.Stage == "review" && a.Status != models.AssignmentStatusCancelled {
t.Errorf("assignment %s status = %q, want cancelled", a.ID, a.Status)
}
}
// Verify instance is cancelled
inst2, _ := s.Workflows.GetInstance(ctx, inst.ID)
if inst2.Status != models.InstanceStatusCancelled {
t.Fatalf("instance status = %q, want cancelled", inst2.Status)
}
}
// ── Error Cases ─────────────────────────────
func TestEngine_ErrorCases(t *testing.T) {
database.RequireTestDB(t)
database.TruncateAll(t)
s := testStores(t)
eng := workflow.NewEngine(s, nil, nil)
ctx := context.Background()
wfID, userID, _ := seedEngineFixture(t, "errors")
// Start on inactive workflow
inactive := &models.Workflow{
Name: "Inactive", Slug: "inactive-wf", EntryMode: "team_only",
IsActive: false, CreatedBy: userID,
}
s.Workflows.Create(ctx, inactive)
_, err := eng.Start(ctx, inactive.ID, json.RawMessage(`{}`), userID)
if err == nil {
t.Fatal("expected error starting inactive workflow")
}
// Advance on completed instance
inst, _ := eng.Start(ctx, wfID, json.RawMessage(`{}`), userID)
s.Workflows.CompleteInstance(ctx, inst.ID)
_, err = eng.Advance(ctx, inst.ID, json.RawMessage(`{}`), userID)
if err == nil {
t.Fatal("expected error advancing completed instance")
}
if !strings.Contains(err.Error(), "not active") {
t.Fatalf("error = %q, want 'not active'", err.Error())
}
// Cancel on already-cancelled instance
inst2, _ := eng.Start(ctx, wfID, json.RawMessage(`{}`), userID)
eng.Cancel(ctx, inst2.ID, userID)
err = eng.Cancel(ctx, inst2.ID, userID)
if err == nil {
t.Fatal("expected error cancelling already-cancelled instance")
}
// Double claim
inst3, _ := eng.Start(ctx, wfID, json.RawMessage(`{}`), userID)
eng.Advance(ctx, inst3.ID, json.RawMessage(`{}`), userID) // → review (creates assignment)
assignments, _ := s.Workflows.ListAssignmentsByInstance(ctx, inst3.ID)
var reviewAssign string
for _, a := range assignments {
if a.Stage == "review" && a.Status == models.AssignmentStatusUnassigned {
reviewAssign = a.ID
break
}
}
if reviewAssign != "" {
s.Workflows.ClaimAssignment(ctx, reviewAssign, userID)
err = s.Workflows.ClaimAssignment(ctx, reviewAssign, userID)
if err == nil {
t.Fatal("expected error on double claim")
}
}
// Duplicate signoff
inst4, _ := eng.Start(ctx, wfID, json.RawMessage(`{}`), userID)
so := &models.WorkflowSignoff{InstanceID: inst4.ID, Stage: "intake", UserID: userID, Decision: models.SignoffApprove}
s.Workflows.CreateSignoff(ctx, so)
dup := &models.WorkflowSignoff{InstanceID: inst4.ID, Stage: "intake", UserID: userID, Decision: models.SignoffApprove}
err = s.Workflows.CreateSignoff(ctx, dup)
if err == nil {
t.Fatal("expected UNIQUE violation for duplicate signoff")
}
// StartPublic on team_only workflow
_, err = eng.StartPublic(ctx, wfID, json.RawMessage(`{}`))
if err == nil {
t.Fatal("expected error for StartPublic on team_only workflow")
}
if !strings.Contains(err.Error(), "public entry") {
t.Fatalf("error = %q, want 'public entry'", err.Error())
}
}