212 lines
10 KiB
Markdown
212 lines
10 KiB
Markdown
# Workflow Steps
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[← Docs index](./README.md)
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Workflow steps are reusable quality gates that run around task completion.
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## What They Are
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A workflow step is a reusable check (AI prompt or script) that can be enabled on tasks.
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Common use cases:
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- Documentation review
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- QA/test verification
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- Security scanning
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- Performance checks
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- Accessibility checks
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- Browser-level verification
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## Execution Phases
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Workflow steps run in one of two phases:
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- **Pre-merge** (default): runs before merge/finalization; failure blocks completion
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- **Post-merge**: runs after successful merge; failure is logged but non-blocking
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> **Note on Fast Mode:** When a task has `executionMode: "fast"`, pre-merge workflow steps are bypassed entirely during executor completion. Post-merge workflow steps remain active and run normally (post-merge is merger-owned and unaffected by execution mode).
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## Execution Modes
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- **Prompt mode**: starts an AI agent for the step
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- **Script mode**: runs a named script from project settings (`settings.scripts`)
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Prompt mode can run with readonly or coding-capable tool access depending on step/template configuration.
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## Built-In Templates (7)
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Fusion ships seven templates:
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1. Documentation Review
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2. QA Check
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3. Security Audit
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4. Performance Review
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5. Accessibility Check
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6. Browser Verification
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7. Frontend UX Design
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The **Browser Verification** template uses browser automation style checks and is designed for UI validation flows.
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The **Frontend UX Design** template verifies visual polish and consistency with existing UI patterns and design tokens, including visual hierarchy, spacing/typography consistency, color/token consistency, component reuse, responsive behavior, and fit with existing design language.
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> **FN-3906 + FN-4343 auto-skip behavior:** The pre-merge orchestrator auto-skips the built-in `frontend-ux-design` step before pause/defer checks when workflow relevance signals show no frontend/UI scope. It now evaluates both (1) the task diff scope and (2) declared `## File Scope` from `PROMPT.md`. Scope relevance includes extensions (`.tsx`, `.jsx`, `.vue`, `.svelte`, `.astro`, `.html`, `.css`, `.scss`, `.sass`, `.less`, `.styl`), common UI path segments (`/components/`, `/app/components/`, `/dashboard/`, `/frontend/`, `/ui/`, `/styles/`, `/themes/`, `/design-system/`, `/design-tokens/`), and token/theme filenames (`tokens.(ts|js|json|css)`, `theme.(ts|js|json|css)`). If both signals are empty (or capture fails), Fusion preserves legacy behavior and runs the step.
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## Plugin-Contributed Steps
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Installed plugins can also provide **workflow step templates** that you enable from **Settings → Workflow Steps**, just like Fusion’s built-in quality gates.
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Plugin-contributed templates appear in the same workflow-step chooser/UI as built-ins. In that chooser, plugin entries are labeled/grouped as plugin-contributed (including plugin attribution in the template metadata) so you can distinguish them from Fusion-provided templates.
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Once added, plugin-contributed workflow steps behave like other steps: they support the same `prompt` or `script` execution modes, `pre-merge` or `post-merge` phases, and `defaultOn` behavior for new tasks.
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For plugin installation and authoring details, see the [Plugin Authoring Guide](./PLUGIN_AUTHORING.md) (Section 16: Registering Workflow Steps).
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## Creating Workflow Steps in the Dashboard
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From **Settings → Workflow Steps**, clicking **Add Workflow Step** now opens a chooser first:
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- **Built-in templates** are shown immediately so you can add review/QA steps with one click
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- **Custom workflow step** opens the manual form for fully custom prompt/script steps
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The custom path is always available, even while templates are still loading or if template loading fails.
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## Model Overrides for Prompt Steps
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A prompt-mode workflow step can set its own model with:
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- `modelProvider`
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- `modelId`
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If both are set, step execution uses that model; otherwise it falls back to default model selection.
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## Default-On Behavior for New Tasks
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Workflow step definitions support `defaultOn`.
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When `defaultOn: true`, the step is preselected automatically for newly created tasks (users can still deselect it).
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## Workflow Step Revision Loop
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Workflow steps can request implementation revisions instead of just blocking completion.
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### How It Works
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When a prompt-mode workflow step agent finishes its review, it can output a **revision request** to indicate that code changes are needed:
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```
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REQUEST REVISION
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Fix the SQL injection vulnerability in src/auth.ts. The login function does not
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handle the case where the user account is locked.
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```
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### Behavior
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When a revision is requested:
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1. Fusion scope-checks any explicit file paths named in the feedback against the task's declared `## File Scope`
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2. In-scope feedback is appended to a **Workflow Revision Instructions** section in the task's `PROMPT.md`
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3. Explicitly out-of-scope feedback is forked into a dependent follow-up triage task instead of mutating the original task branch
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4. If both kinds are present, Fusion splits the feedback: the original task reruns only with the retained in-scope block while the follow-up captures the unrelated work
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5. If no in-scope feedback remains after splitting, the original task is left untouched and continues its normal completion path while only the follow-up task is created
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6. When the original task retains in-scope feedback, only the last implementation step is reopened and a fresh executor session is scheduled
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### Feedback Format
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Workflow step prompts should instruct agents to use this exact format for revision requests:
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```
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REQUEST REVISION
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[Clear, actionable description of what needs to be fixed]
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```
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The revision block replaces any prior revision instructions (no accumulation).
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By default this split-and-fork behavior is enabled through the project setting `workflowRevisionForkOnScopeMismatch`. Set it to `false` to restore the legacy behavior that appends all workflow revision feedback to the original task even when it references files outside the declared File Scope.
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### End-of-step file-scope invariant for prompt pre-merge steps (FN-4343)
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After each successful **prompt-mode pre-merge** workflow step, Fusion runs a scope invariant check on files newly touched by that step (committed delta plus uncommitted working-tree edits):
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- If declared `## File Scope` is empty, the invariant is skipped.
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- If task `scopeOverride === true`, the invariant is bypassed (same semantics as merge-time scope enforcement).
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- If touched files have zero overlap with declared scope, Fusion emits a scope-leak log and applies `workflowStepScopeEnforcement`:
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- `"block"` (default): mark the workflow step `failed`, request revision, and route through the normal executor revision loop.
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- `"warn"`: log the violation but allow the step to pass.
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- `"off"`: disable this pre-merge workflow-step invariant entirely.
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### Hard Failures vs Revisions
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Not all workflow failures are revision requests:
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- **Revision requested**: Implementation needs changes → routes back to executor in-place while keeping the task in `in-progress`
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- **Hard failure**: Treated as remediable until retries are exhausted; the executor injects feedback and sends the task through `todo → in-progress` for a fresh remediation pass
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#### Pre-merge hard failure remediation flow
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For pre-merge workflow hard failures, executor behavior is:
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1. Retry the failing check up to `MAX_WORKFLOW_STEP_RETRIES` within the same execution lifecycle
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2. On retry exhaustion, add a steering comment with failure details and inject a `Workflow Step Failure` section into `PROMPT.md`
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3. Reopen only the last implementation step (`pending`) so prior completed work remains preserved
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4. Schedule `todo → in-progress` after guard unwind, triggering a fresh executor remediation run
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Tasks are not parked in `in-review` for this remediable path unless additional terminal failures occur.
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#### Self-healing recovery for parked review tasks
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If a task is found in `in-review` with failed pre-merge workflow results and no active executor, self-healing can auto-revive it (bounded by `maxPostReviewFixes`) by replaying the same remediation send-back flow.
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## Viewing Results
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Workflow status is visible in multiple places:
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- **Task cards**: workflow checks are shown after normal implementation steps in the step list; each workflow row uses the compact `workflow` badge label (while still retaining pre/post-merge styling semantics) and progress counts include both implementation and workflow checks
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- **List view (desktop + mobile)**: progress labels/bars use the same unified step model as task cards
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- **Task detail modal**: includes a **Workflow** tab when workflow data exists
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In the Workflow tab, you can inspect:
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- pass/fail/skipped/running status
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- outputs/findings
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- timing metadata
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### Output Rendering
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Workflow step outputs support both markdown rendering and plain text modes:
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- **Markdown mode** (default): Renders output with proper markdown formatting including tables, code blocks, lists, and GFM extensions (task lists, strikethrough, etc.)
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- **Plain mode**: Shows raw text without markdown interpretation
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Toggle between modes using the "Markdown"/"Plain" button that appears when an output is expanded.
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### Expanded Output Viewer
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For long outputs, click the expand icon (maximize) to open a larger viewer modal. The expanded view:
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- Displays the full output in a modal overlay
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- Supports the same markdown/plain toggle as the inline view
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- Closes via the X button, backdrop click, or Escape key
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- Syncs with the current render mode of the step
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This makes it easier to read structured markdown output and long logs.
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## Workflow Step APIs
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| Endpoint | Purpose |
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| `GET /api/workflow-steps` | List workflow steps |
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| `POST /api/workflow-steps` | Create workflow step |
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| `PATCH /api/workflow-steps/:id` | Update step |
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| `DELETE /api/workflow-steps/:id` | Delete step |
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| `POST /api/workflow-steps/:id/refine` | AI-refine prompt |
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| `GET /api/workflow-step-templates` | List built-in templates |
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| `POST /api/workflow-step-templates/:id/create` | Materialize template as workflow step |
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## Screenshot
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See also: [Task Management](./task-management.md) and [Settings Reference](./settings-reference.md).
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