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Add routine revision history and restore flow (#5285)
## Thinking Path > - Paperclip is the control plane for autonomous AI companies. > - Routines are the scheduled/recurring work surface that keeps a company operating without manual kicks. > - Operators need routine edits to be auditable and recoverable, especially when routines control assignments, prompts, triggers, and webhook secrets. > - Documents already have revision-style safety, but routines did not have equivalent history or restore semantics. > - This pull request adds append-only routine revisions across the database, shared contracts, server routes, and board UI. > - The benefit is safer routine iteration: users can inspect history, compare changes, restore older definitions, and avoid overwriting newer edits. ## What Changed - Added `routine_revisions` storage, latest revision pointers on routines, shared types, validators, and API docs for routine revision history. - Added server service/route support for listing routine revisions, conflict-aware routine saves, and append-only restore operations. - Added a History tab on routine detail with revision preview, structured change summaries, description line diffs, dirty-edit blocking, restore confirmation, and restored webhook secret surfacing. - Extracted the line diff helper from `DocumentDiffModal` into `ui/src/lib/line-diff.ts` for reuse. - Rebased the branch onto current `public-gh/master` and renumbered the routine revision migration to `0077_unusual_karnak` after upstream `0076_useful_elektra`. - Made the `0077` routine revision migration idempotent so installs that already applied the branch-local `0076_unusual_karnak` can safely advance. - Updated the plugin SDK test harness routine fixture with the new revision fields required by the shared `Routine` contract. ## Verification - `pnpm --filter @paperclipai/db run check:migrations` passed. - `pnpm exec vitest run --project @paperclipai/shared packages/shared/src/validators/routine.test.ts` passed. - `pnpm exec vitest run --project @paperclipai/ui ui/src/lib/line-diff.test.ts ui/src/components/RoutineHistoryTab.test.tsx ui/src/lib/workspace-routines.test.ts ui/src/pages/Routines.test.tsx` passed. - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/routines-service.test.ts --pool=forks --poolOptions.forks.isolate=true` passed. - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/routines-routes.test.ts --pool=forks --poolOptions.forks.isolate=true` passed. - `pnpm --filter @paperclipai/plugin-sdk typecheck` passed after updating the SDK test harness fixture. - `pnpm --filter @paperclipai/plugin-sdk build` passed; this refreshed local generated SDK output needed by plugin example typechecks. - `pnpm -r typecheck` passed. ## Risks - Medium migration risk: this adds routine revision storage and backfills existing routines. The migration is ordered after upstream `0076` and uses `IF NOT EXISTS` / duplicate-object guards to tolerate earlier branch-local migration application. - Restore behavior intentionally appends a new revision instead of mutating history; callers expecting an in-place rollback need to follow the new latest revision pointer. - Restoring webhook triggers recreates webhook secret material, so users must copy newly surfaced secrets after restore. - Conflict-aware saves now reject stale routine edits when the client sends an older `baseRevisionId`. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5-based coding agent, with shell/tool use in a local git worktree. Exact context-window size is not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge Screenshots: not attached in this draft PR; the new UI flow is covered by component tests listed above. --------- Co-authored-by: Paperclip <noreply@paperclip.ing>
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27 changed files with 19593 additions and 238 deletions
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@ -31,7 +31,7 @@ export { goals } from "./goals.js";
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export { issues } from "./issues.js";
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export { issueReferenceMentions } from "./issue_reference_mentions.js";
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export { issueRelations } from "./issue_relations.js";
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export { routines, routineTriggers, routineRuns } from "./routines.js";
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export { routines, routineRevisions, routineTriggers, routineRuns } from "./routines.js";
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export { issueWorkProducts } from "./issue_work_products.js";
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export { labels } from "./labels.js";
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export { issueLabels } from "./issue_labels.js";
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@ -1,4 +1,5 @@
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import {
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type AnyPgColumn,
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boolean,
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index,
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integer,
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@ -15,7 +16,8 @@ import { companySecrets } from "./company_secrets.js";
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import { issues } from "./issues.js";
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import { projects } from "./projects.js";
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import { goals } from "./goals.js";
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import type { RoutineVariable } from "@paperclipai/shared";
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import { heartbeatRuns } from "./heartbeat_runs.js";
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import type { RoutineRevisionSnapshotV1, RoutineVariable } from "@paperclipai/shared";
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export const routines = pgTable(
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"routines",
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@ -33,6 +35,8 @@ export const routines = pgTable(
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concurrencyPolicy: text("concurrency_policy").notNull().default("coalesce_if_active"),
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catchUpPolicy: text("catch_up_policy").notNull().default("skip_missed"),
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variables: jsonb("variables").$type<RoutineVariable[]>().notNull().default([]),
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latestRevisionId: uuid("latest_revision_id"),
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latestRevisionNumber: integer("latest_revision_number").notNull().default(1),
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createdByAgentId: uuid("created_by_agent_id").references(() => agents.id, { onDelete: "set null" }),
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createdByUserId: text("created_by_user_id"),
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updatedByAgentId: uuid("updated_by_agent_id").references(() => agents.id, { onDelete: "set null" }),
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@ -49,6 +53,39 @@ export const routines = pgTable(
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}),
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);
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export const routineRevisions = pgTable(
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"routine_revisions",
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{
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id: uuid("id").primaryKey().defaultRandom(),
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companyId: uuid("company_id").notNull().references(() => companies.id, { onDelete: "cascade" }),
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routineId: uuid("routine_id").notNull().references(() => routines.id, { onDelete: "cascade" }),
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revisionNumber: integer("revision_number").notNull(),
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title: text("title").notNull(),
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description: text("description"),
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snapshot: jsonb("snapshot").$type<RoutineRevisionSnapshotV1>().notNull(),
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changeSummary: text("change_summary"),
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restoredFromRevisionId: uuid("restored_from_revision_id").references(
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(): AnyPgColumn => routineRevisions.id,
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{ onDelete: "set null" },
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),
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createdByAgentId: uuid("created_by_agent_id").references(() => agents.id, { onDelete: "set null" }),
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createdByUserId: text("created_by_user_id"),
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createdByRunId: uuid("created_by_run_id").references(() => heartbeatRuns.id, { onDelete: "set null" }),
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createdAt: timestamp("created_at", { withTimezone: true }).notNull().defaultNow(),
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},
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(table) => ({
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routineRevisionUq: uniqueIndex("routine_revisions_routine_revision_uq").on(
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table.routineId,
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table.revisionNumber,
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),
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companyRoutineCreatedIdx: index("routine_revisions_company_routine_created_idx").on(
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table.companyId,
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table.routineId,
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table.createdAt,
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),
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}),
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);
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export const routineTriggers = pgTable(
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"routine_triggers",
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{
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