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feat(workflows): WorkflowResolver standalone (PR 1)#3557

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feat(workflows): WorkflowResolver standalone (PR 1)#3557
markuswondrak wants to merge 15 commits into
github:mainfrom
markuswondrak:feat/workflow-overlays

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@markuswondrak markuswondrak commented Jul 16, 2026

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Summary

This PR implements PR 1 of the workflow-overlays plan: a standalone WorkflowResolver that lets downstream projects extend installed workflows without editing the installed workflow.yml.

It follows the sequencing agreed with @mnriem in Discussion #3473: build the concrete workflow resolver first, keep it independent of PresetResolver, and defer any generic LayerStackResolver abstraction to a later PR.

What's included

  • WorkflowResolver + StepListComposer (standalone, no shared abstraction)
  • Pure-function merge engine supporting insert_after, insert_before, replace, remove
  • Recursive anchor search inside then/else/steps/cases.*/default; fan-out templates excluded as discussed
  • 2-tier layer sources: project overlays + base workflow
  • workflow overlay add|set-priority|enable|disable|remove|list
  • workflow resolve <id> for layer attribution
  • Comprehensive tests under tests/workflows/

Architecture simplification

This PR enforces a clean separation of concerns:

  • workflow add installs workflows only (no overlay copying)
  • workflow overlay add installs overlays only (project-local)

Rationale: If upstream controls both the base workflow and shipped overlays, and both get overwritten on bundle update, there's no reason to ship overlays separately — just put those steps in the base workflow. Overlays only make sense when someone other than the base author adds them.

Review findings resolved

All three review findings from the initial PR review are now resolved:

  • r3594064677: workflow add no longer copies overlays from all call sites (overlay-copying logic removed entirely)
  • r3594064705: --priority override now applied before validation, not after (fixes timing issue where valid CLI priority couldn't override missing/invalid file priority)
  • r3594064726: No stale installed overlays after reinstall (installed overlays tier removed entirely)

Test results

.venv/bin/python -m pytest tests/workflows -q
91 passed

.venv/bin/python -m pytest tests -q
3999 passed, 110 skipped

uv run ruff check src/specify_cli/workflows/overlays src/specify_cli/workflows/_commands.py src/specify_cli/workflows/engine.py tests/workflows
All checks passed!

tests/test_presets.py is untouched and remains green.

Scope notes

  • PresetResolver is not modified.
  • The spec/ planning folder is intentionally excluded from this PR.
  • No new COMPONENT_KINDS entry; overlays are project-local only, matching the simplified 2-tier architecture.

AI assistance disclosure

This implementation was produced with AI assistance (Kimi / opencode-go/kimi-k2.7-code) and has been verified locally by running the full test suite and linting.

Implement PR 1 of the workflow-overlays plan: a concrete, standalone
WorkflowResolver for downstream workflow extensibility without touching the
Preset subsystem.

- Add overlay manifest schema (Overlay, OverlayEdit, validate_overlay_yaml)
- Add pure-function merge engine (find_step, apply_edit, merge_steps,
  validate_edits) with recursive anchor search and higher-wins semantics
- Add StepListComposer and tiered layer sources (project, installed, base)
- Add WorkflowResolver facade with inline HIGHER_WINS priority sorting
- Add CLI verbs: workflow overlay add/set-priority/enable/disable/remove/list
  and workflow resolve <id>
- Wire WorkflowEngine.load_workflow through WorkflowResolver
- Extend workflow add to copy optional overlays/ subdirectory from local
  workflow directories
- Add comprehensive unit, integration, and security tests

Refs: discussion github#3473 (github#3473)

Assisted-by: Kimi (model: opencode-go/kimi-k2.7-code, autonomous)
@markuswondrak
markuswondrak requested a review from mnriem as a code owner July 16, 2026 08:59
Copilot AI review requested due to automatic review settings July 16, 2026 08:59

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Pull request overview

Implements the standalone WorkflowResolver agreed for PR 1 in Discussion #3473, adding upgrade-safe workflow overlays without modifying PresetResolver.

Changes:

  • Adds layered workflow composition with recursive step edits and attribution.
  • Adds overlay management and resolution CLI commands.
  • Supports shipped overlays, documentation, and comprehensive tests.

Reviewed changes

Copilot reviewed 16 out of 16 changed files in this pull request and generated 8 comments.

Show a summary per file
File Description
src/specify_cli/workflows/overlays/__init__.py Defines the resolver facade.
src/specify_cli/workflows/overlays/composer.py Composes and validates workflow layers.
src/specify_cli/workflows/overlays/layer_sources.py Loads project, installed, and base layers.
src/specify_cli/workflows/overlays/merge.py Implements step-list merge operations.
src/specify_cli/workflows/overlays/schema.py Defines and validates overlay manifests.
src/specify_cli/workflows/overlays/_commands.py Implements overlay CLI handlers.
src/specify_cli/workflows/engine.py Resolves overlays when loading workflows.
src/specify_cli/workflows/_commands.py Registers commands and installs shipped overlays.
docs/reference/workflows.md Documents overlay behavior and commands.
tests/workflows/conftest.py Adds shared workflow fixtures.
tests/workflows/test_overlay_commands.py Tests overlay CLI operations.
tests/workflows/test_overlay_composer.py Tests composition validation.
tests/workflows/test_overlay_merge.py Tests merge behavior and attribution.
tests/workflows/test_overlay_schema.py Tests manifest formats and validation.
tests/workflows/test_overlay_security.py Tests path-handling protections.
tests/workflows/test_resolver_integration.py Tests end-to-end resolution.

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Comment thread src/specify_cli/workflows/overlays/_commands.py Outdated
Comment thread src/specify_cli/workflows/overlays/layer_sources.py
Comment thread src/specify_cli/workflows/overlays/layer_sources.py Outdated
Comment thread src/specify_cli/workflows/overlays/merge.py Outdated
Comment thread src/specify_cli/workflows/overlays/merge.py Outdated
Comment thread src/specify_cli/workflows/_commands.py Outdated
Comment thread src/specify_cli/workflows/overlays/_commands.py Outdated
Comment thread src/specify_cli/workflows/_commands.py Outdated
@mnriem

mnriem commented Jul 16, 2026

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@markuswondrak Looks like the right direction to me. Now we'll have to get it to the review cycles. So please address Copilot feedback and resolve conflicts

Markus added 3 commits July 16, 2026 14:47
Address PR github#3557 review comments r3594064534 and r3594064563:

- ProjectOverlaySource.collect now rejects symlinked per-workflow overlay
  directories (.specify/workflows/overlays/<id>) before iterating
- InstalledOverlaySource.collect now rejects symlinked installed overlay
  directories (.specify/workflows/<id>/overlays) before iterating
- workflow_overlay_list catches ValueError from resolver and exits with
  code 1 instead of crashing on unhandled exceptions
- Added .specify/workflows/overlays to _reject_unsafe_workflow_storage
  chokepoint for defense-in-depth

These guards prevent symlinked overlay directories from redirecting
auto-loaded overlay YAML to attacker-controlled content outside the
project, which could inject executable shell steps into trusted workflows.

Refs: PR github#3557 review comments r3594064534, r3594064563

Assisted-by: opencode-go/qwen3.7-max (autonomous)
- Apply inserts before winning replace to prevent anchor-not-found errors
  when replace changes step ID (r3594064604)
- Track attribution recursively for nested steps in composite inserts/replaces
  so workflow resolve attributes all child steps correctly (r3594064638)
- Add regression tests for both fixes

Refs: PR github#3557 review discussion

Assisted-by: GitHub Copilot (model: qwen3.7-plus, autonomous)
Remove installed overlays tier to enforce clean separation of concerns:
- workflow add installs workflows only (no overlay copying)
- workflow overlay add installs overlays only (project-local)

Changes:
- Remove InstalledOverlaySource class and all references
- Remove overlay-copying logic from _validate_and_install_local()
- Update WorkflowResolver to 2-tier: project overlays + base workflow
- Fix --priority override timing: apply before validation, not after
- Remove tests for installed overlays (no longer applicable)

Rationale: If upstream controls both base workflow and shipped overlays,
and both get overwritten on bundle update, there's no reason to ship
overlays separately. Overlays only make sense when someone other than
the base author adds them.

Resolves all three review findings from PR github#3557:
- r3594064677: workflow add no longer copies overlays from all call sites
- r3594064705: --priority override now applied before validation
- r3594064726: no stale installed overlays (tier removed entirely)

Assisted-by: Claude (model: claude-opus-4-7, autonomous)
Copilot AI review requested due to automatic review settings July 16, 2026 14:29

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Pull request overview

Copilot reviewed 16 out of 16 changed files in this pull request and generated 11 comments.

Comment thread src/specify_cli/workflows/overlays/layer_sources.py
Comment thread src/specify_cli/workflows/overlays/_commands.py
Comment thread src/specify_cli/workflows/overlays/layer_sources.py Outdated
Comment thread src/specify_cli/workflows/overlays/__init__.py Outdated
Comment thread src/specify_cli/workflows/overlays/merge.py
Comment thread docs/reference/workflows.md Outdated
Comment thread docs/reference/workflows.md Outdated
Comment thread docs/reference/workflows.md
Comment thread src/specify_cli/workflows/_commands.py
Comment thread src/specify_cli/workflows/overlays/_commands.py

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Please address Copilot feedback and resolve conflicts

Markus and others added 4 commits July 17, 2026 07:45
Assisted-by: GitHub Copilot (model: GPT-5.4, autonomous)

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
…lows.md

The 2-tier refactor (cc28185) removed the installed-overlay tier entirely,
but docs/reference/workflows.md was not updated. This commit addresses all
four Cluster 2 findings from the PR review:

- workflow add: remove sentence about copying overlays/ subdirectory
- How Overlays Work: drop installed-overlay table row and precedence prose;
  rewrite to 2-tier model (project overlays only, source-order tie-break)
- overlay remove: drop trailing sentence about installed overlays
- Interaction with Bundles: rewrite to say workflow add installs only
  workflow.yml; remove installed-overlay discovery language

Fixes: r3596368791, r3596368831, r3596368873, r3596368919

Assisted-by: GitHub Copilot (model: claude-sonnet-4.6, autonomous)
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
When two overlay edits target anchors that share a parent/descendant
relationship (e.g. remove an if-step + insert_after a nested child),
merge_steps processed them independently and in dict-insertion order,
making the outcome non-deterministic.

Add two private helpers to merge.py:
- _descendant_ids(step): returns all step IDs nested inside a step dict
  by delegating to the existing _all_base_step_ids helper on children.
- _check_anchor_conflicts(anchors, base_steps): for each targeted anchor
  finds its descendants and checks whether any other targeted anchor is
  among them; returns human-readable error strings.

Wire _check_anchor_conflicts into merge_steps immediately after
edits_by_anchor is built, before any tree mutation occurs. Raises
ValueError listing the conflicting anchor pair(s) so overlay authors
know exactly what to fix.

Add TestMergeStepsAncestorConflicts (6 cases):
- remove parent + insert_after child raises ValueError
- replace parent + remove child raises ValueError
- conflict across multiple overlays raises ValueError
- sibling anchors (not ancestor/descendant) pass
- single anchor passes
- parent targeted but child not targeted passes

Closes review comment r3596368746 (PR github#3557, round 2, cluster 3).

Assisted-by: GitHub Copilot (model: claude-sonnet-4.6, autonomous)
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Resolved conflicts in docs/reference/workflows.md and
src/specify_cli/workflows/_commands.py:
- docs: kept options table from main + overlay docs from feature branch
- _commands.py: adopted main's transactional install refactor

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Assisted-by: GitHub Copilot (model: claude-sonnet-4.6, autonomous)
Copilot AI review requested due to automatic review settings July 17, 2026 07:59

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Pull request overview

Copilot reviewed 17 out of 17 changed files in this pull request and generated 7 comments.

Comment thread src/specify_cli/workflows/overlays/schema.py
Comment thread src/specify_cli/workflows/overlays/merge.py Outdated
Comment thread src/specify_cli/workflows/overlays/merge.py Outdated
Comment thread src/specify_cli/workflows/overlays/__init__.py Outdated
Comment thread src/specify_cli/workflows/overlays/layer_sources.py
Comment thread src/specify_cli/workflows/overlays/_commands.py Outdated
Comment thread tests/workflows/test_overlay_commands.py Outdated
@mnriem

mnriem commented Jul 17, 2026

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Please address Copilot feedback

Markus and others added 6 commits July 17, 2026 16:30
…c ID collision

Finding 1.1 — _check_anchor_conflicts was rejecting any ancestor/descendant
anchor pair, including insert-only edits that are perfectly safe. Only
replace/remove on an ancestor can destroy its subtree and make a descendant
anchor unresolvable. Change the signature to accept a dict[str, str]
(anchor → winning operation) and skip the check for insert_after/insert_before.

Finding 1.2 — merge_steps was calling find_step on the already-mutated tree,
so a replacement step that reused a base step ID could be accidentally targeted
by a later edit group (non-deterministic result depending on dict iteration
order). Replace the anchor-group loop with a single-pass _traverse_and_apply
that walks the original tree structure and applies edits as each step is
encountered. Anchors are never re-looked up in a mutated tree.

Design invariant enforced: overlays always apply to the original base tree and
cannot target steps introduced by other overlays. Non-remove edits on non-base
anchors now raise ValueError early.

Also removes apply_edit (no production callers, only tested in isolation) and
its test class — the new traversal inlines the same mechanics without the
find_step round-trip.

Assisted-by: GitHub Copilot (model: claude-sonnet-4.6, autonomous)

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Fix two input validation bugs in the overlay layer (Group 2 of copilot
review PR github#3557):

1. _validate_safe_id in schema.py used re.match() which anchors only at
   the start of the string, so IDs like 'overlay\n' passed validation
   and could produce newline-containing file paths. Changed to fullmatch()
   so the entire string must satisfy the pattern.

2. workflow_overlay_add always wrote <id>.yml without checking whether
   <id>.yaml already existed. Since the resolver loads both extensions,
   this created two active layers whose edits applied twice. Now uses
   the existing _find_overlay_file() to detect a pre-existing file and
   reuse its path, falling back to .yml only for new overlays.

Tests added for both fixes.

Assisted-by: GitHub Copilot (model: claude-sonnet-4.6, autonomous)

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Finding group 3 from copilot-review-v2.md:

3.1 — Precedence display inverted (overlays/__init__.py)
collect_all_layers used a single-pass sort by (-priority, source_asc),
which placed the *losing* equal-priority source first in the display
while claiming "highest first". Fix: two-pass stable sort — source
descending then priority descending — so the actual winner (last applied
by the composer) rises to the top of the display.

3.2 — Unwrapped file-read errors (overlays/layer_sources.py)
Only yaml.YAMLError was caught around path.read_text(), so an
unreadable or non-UTF-8 overlay produced a raw traceback. Fix: widen
the except clause to (yaml.YAMLError, OSError, UnicodeDecodeError),
matching the pattern used throughout catalog.py.

Tests:
- test_workflow_resolve_equal_priority_winner_shown_first: verifies
  project:zzz (the winner) appears before project:aaa in workflow resolve
  output when both overlays share the same priority.
- tests/workflows/test_overlay_layer_sources.py (new): OSError and
  non-UTF-8 bytes both produce OverlayLoadError, not raw tracebacks.

Assisted-by: GitHub Copilot (model: claude-sonnet-4.6, autonomous)

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Assisted-by: GitHub Copilot (model: gpt-5.3-codex, autonomous)

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Assisted-by: GitHub Copilot (model: gpt-5.3-codex, autonomous)

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot AI review requested due to automatic review settings July 17, 2026 15:15

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Pull request overview

Copilot reviewed 18 out of 18 changed files in this pull request and generated 5 comments.

Comment thread src/specify_cli/workflows/overlays/layer_sources.py
"""Read and parse an overlay YAML file, returning (data, errors)."""
try:
content = path.read_text(encoding="utf-8")
except OSError as exc:
if not workflow_overlay_dir.is_dir():
return []
layers: list[Layer] = []
for path in sorted(workflow_overlay_dir.iterdir()):
Comment on lines +44 to +46
all_layers: list[Layer] = []
for source in self._sources:
all_layers.extend(source.collect(workflow_id))
Comment on lines +190 to +192
step_id = step.get("id")
if isinstance(step_id, str):
sources.pop(step_id, None)
Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>
Copilot AI review requested due to automatic review settings July 17, 2026 16:42

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Pull request overview

Copilot reviewed 18 out of 18 changed files in this pull request and generated 4 comments.

Comment on lines +79 to +80
self.overlays_dir = _resolve_project_overlay_root(self.project_root)
workflow_overlay_dir = self.overlays_dir / workflow_id
Comment on lines +138 to +141
try:
content = path.read_text(encoding="utf-8")
except OSError as exc:
return None, [f"Failed to read {path}: {exc}"]
Comment on lines +105 to +107
overlay, errors = validate_overlay_yaml(data)
if overlay is None or errors:
raise OverlayLoadError(path, errors)
if not isinstance(id_value, str) or not id_value:
err_console.print(f"[red]Error:[/red] {label} is required and must be a non-empty string.")
raise typer.Exit(1)
if not _SAFE_ID_PATTERN.match(id_value):
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