feat(workflow-executor): audit trail for ai-filled and ai-submitted action forms (PRD-513)

packages/workflow-executor/src/executors/summary/step-execution-formatters.ts

@@ -3,6 +3,7 @@
   LoadRelatedRecordStepExecutionData,
   McpStepExecutionData,
   StepExecutionData,
+  TriggerRecordActionStepExecutionData,
 } from '../../types/step-execution-data';
 
 export default class StepExecutionFormatters {
@@ -16,11 +17,53 @@
         return StepExecutionFormatters.formatMcp(execution as McpStepExecutionData);
       case 'guidance':
         return StepExecutionFormatters.formatGuidance(execution as GuidanceStepExecutionData);
+      case 'trigger-action':
+        return StepExecutionFormatters.formatTriggerAction(
+          execution as TriggerRecordActionStepExecutionData,
+        );
       default:
         return null;
     }
   }
 
+  // Audit/context summary for a Trigger Action (PRD-513). Critically distinguishes an executed
+  // action from one merely submitted for approval — downstream AI steps must NOT treat a
+  // pending-approval action as if it ran.
+  private static formatTriggerAction(
+    execution: TriggerRecordActionStepExecutionData,
+  ): string | null {
+    const { executionResult } = execution;
+    if (!executionResult || 'skipped' in executionResult) return null;
+
+    const action = execution.executionParams?.displayName ?? 'the action';
+    const submitter = executionResult.submittedBy === 'ai' ? 'AI' : 'the user';
+
+    if (executionResult.submissionOutcome === 'pending-approval') {
+      return `  Submitted action "${action}" for approval (by ${submitter}). It is AWAITING APPROVAL and has NOT been executed — no result is available yet.`;
+    }
+
+    const lines = [`  Triggered action "${action}" (submitted by ${submitter}).`];
+    const aiFilled = executionResult.aiFilledValues;
+
+    if (aiFilled?.length) {
+      lines.push(`  AI pre-filled: ${aiFilled.map(v => v.field).join(', ')}.`);
+
+      // Human-edited fields = those whose submitted value differs from the AI prefill (AI-assisted).
+      const submitted = executionResult.submittedValues;
+
+      if (submitted) {
+        const aiMap = Object.fromEntries(aiFilled.map(v => [v.field, v.value]));
+        const edited = Object.keys(submitted).filter(
+          field => JSON.stringify(submitted[field]) !== JSON.stringify(aiMap[field]),
+        );
+
+        if (edited.length) lines.push(`  Edited by the user before submitting: ${edited.join(', ')}.`);
+      }
+    }
+
+    return lines.join('\n');
+  }
+
   private static formatMcp(execution: McpStepExecutionData): string | null {
     const { executionResult } = execution;
     if (!executionResult) return null;

packages/workflow-executor/src/executors/trigger-record-action-step-executor.ts

@@ -372,6 +372,7 @@ export default class TriggerRecordActionStepExecutor extends RecordStepExecutor<
         // Form-bearing Full AI: record what the executor submitted (PRD-512/513).
         ...(form && {
           submissionOutcome: 'executed',
+          submittedBy: 'ai',
           submittedValues: form.values,
           ...(form.aiFilledValues.length && { aiFilledValues: form.aiFilledValues }),
         }),
@@ -407,6 +408,8 @@ export default class TriggerRecordActionStepExecutor extends RecordStepExecutor<
         // No action result exists yet when the submission only created an approval request.
         ...(submissionOutcome === 'executed' && { actionResult: confirmation?.actionResult }),
         submissionOutcome,
+        // AI-assisted = the human submitted natively (PRD-513 audit).
+        submittedBy: 'user',
         ...(confirmation?.submittedValues && { submittedValues: confirmation.submittedValues }),
         ...(aiFilledValues?.length && { aiFilledValues }),
       },

packages/workflow-executor/src/types/step-execution-data.ts

@@ -123,6 +123,9 @@ export interface TriggerRecordActionStepExecutionData
         // Final values the front submitted + the ordered AI prefill — PRD-513 audit (human-edit diff).
         submittedValues?: Record<string, unknown>;
         aiFilledValues?: AiFilledFormValue[];
+        // Who submitted the action (PRD-513 audit): 'ai' = Full AI (executor), 'user' = AI-assisted
+        // (human via the native front). Absent for formless/legacy flows.
+        submittedBy?: 'ai' | 'user';
       }
     | { skipped: true };
   pendingData?: TriggerActionPendingData;

packages/workflow-executor/test/executors/step-execution-formatters.test.ts

@@ -168,5 +168,81 @@ describe('StepExecutionFormatters', () => {
         expect(StepExecutionFormatters.format(execution)).toBeNull();
       });
     });
+
+    describe('trigger-action (PRD-513)', () => {
+      const recordRef = { collectionName: 'customers', recordId: [42], stepIndex: 0 };
+
+      it('marks a pending-approval submission as NOT executed', () => {
+        const execution: StepExecutionData = {
+          type: 'trigger-action',
+          stepIndex: 1,
+          selectedRecordRef: recordRef,
+          executionParams: { name: 'refund', displayName: 'Process refund' },
+          executionResult: {
+            success: true,
+            submissionOutcome: 'pending-approval',
+            submittedBy: 'user',
+          },
+        };
+
+        const summary = StepExecutionFormatters.format(execution);
+        expect(summary).toContain('AWAITING APPROVAL');
+        expect(summary).toContain('has NOT been executed');
+      });
+
+      it('reports a Full AI execution as submitted by AI with the pre-filled fields', () => {
+        const execution: StepExecutionData = {
+          type: 'trigger-action',
+          stepIndex: 1,
+          selectedRecordRef: recordRef,
+          executionParams: { name: 'refund', displayName: 'Process refund' },
+          executionResult: {
+            success: true,
+            actionResult: { ok: true },
+            submissionOutcome: 'executed',
+            submittedBy: 'ai',
+            submittedValues: { amount: 50 },
+            aiFilledValues: [{ field: 'amount', value: 50 }],
+          },
+        };
+
+        const summary = StepExecutionFormatters.format(execution) ?? '';
+        expect(summary).toContain('submitted by AI');
+        expect(summary).toContain('AI pre-filled: amount');
+      });
+
+      it('reports human edits in AI-assisted mode (diff prefill vs submitted)', () => {
+        const execution: StepExecutionData = {
+          type: 'trigger-action',
+          stepIndex: 1,
+          selectedRecordRef: recordRef,
+          executionParams: { name: 'refund', displayName: 'Process refund' },
+          executionResult: {
+            success: true,
+            actionResult: { ok: true },
+            submissionOutcome: 'executed',
+            submittedBy: 'user',
+            // AI proposed amount 50; the human changed it to 80 before submitting.
+            aiFilledValues: [{ field: 'amount', value: 50 }],
+            submittedValues: { amount: 80 },
+          },
+        };
+
+        const summary = StepExecutionFormatters.format(execution) ?? '';
+        expect(summary).toContain('submitted by the user');
+        expect(summary).toContain('Edited by the user before submitting: amount');
+      });
+
+      it('returns null for a skipped action', () => {
+        const execution: StepExecutionData = {
+          type: 'trigger-action',
+          stepIndex: 1,
+          selectedRecordRef: recordRef,
+          executionResult: { skipped: true },
+        };
+
+        expect(StepExecutionFormatters.format(execution)).toBeNull();
+      });
+    });
   });
 });

packages/workflow-executor/test/executors/trigger-record-action-step-executor.test.ts

@@ -460,6 +460,7 @@ describe('TriggerRecordActionStepExecutor', () => {
             success: true,
             actionResult: { success: 'ok', html: '<p>Email queued</p>' },
             submissionOutcome: 'executed',
+            submittedBy: 'user',
           },
           pendingData: {
             displayName: 'Send Welcome Email',
@@ -497,7 +498,12 @@ describe('TriggerRecordActionStepExecutor', () => {
       expect(runStore.saveStepExecution).toHaveBeenCalledWith(
         'run-1',
         expect.objectContaining({
-          executionResult: { success: true, actionResult: null, submissionOutcome: 'executed' },
+          executionResult: {
+            success: true,
+            actionResult: null,
+            submissionOutcome: 'executed',
+            submittedBy: 'user',
+          },
         }),
       );
     });
@@ -1535,6 +1541,7 @@ describe('TriggerRecordActionStepExecutor', () => {
           executionResult: {
             success: true,
             submissionOutcome: 'pending-approval',
+            submittedBy: 'user',
             submittedValues: { amount: 50 },
             aiFilledValues: [{ field: 'amount', value: 50 }],
           },