Make workspace, agent, and schedule automation consistent (#2186)

* feat(workspaces): align agent and schedule automation

Make workspace identity the shared placement boundary for MCP and CLI, while caller identity determines parentage. Keep heartbeats minimal and cron-based without changing legacy rolling interval semantics.

* test(cli): expect canonical schedule cadence

* fix(automation): preserve workspace and schedule compatibility

* fix(automation): preserve compatibility edges

* fix(workspaces): align MCP lifecycle resolution

* fix(workspaces): preserve creation intent

* fix(workspaces): preserve branch and schedule identity

packages/app/src/schedules/schedule-form-model.test.ts

@@ -113,6 +113,26 @@ function scheduleOnHost(input: {
   };
 }
 
+function heartbeatOnHost(cadence: ScheduleSummary["cadence"]): TestSchedule {
+  return {
+    id: "heartbeat-host-a",
+    serverId: "host-a",
+    serverName: "Host A",
+    name: "Babysit",
+    prompt: "Check status",
+    cadence,
+    target: { type: "agent", agentId: "agent-1" },
+    status: "active",
+    createdAt: "2026-07-01T00:00:00.000Z",
+    updatedAt: "2026-07-01T00:00:00.000Z",
+    nextRunAt: "2026-07-02T00:00:00.000Z",
+    lastRunAt: null,
+    pausedAt: null,
+    expiresAt: null,
+    maxRuns: null,
+  };
+}
+
 function providerSnapshot(models: AgentModelDefinition[]): { entries: ProviderSnapshotEntry[] } {
   return {
     entries: [
@@ -389,7 +409,7 @@ describe("schedule form model", () => {
     });
   });
 
-  it("normalizes interval cadences to cron cadences when opening the form", () => {
+  it("displays a representable legacy interval without submitting a cadence change", () => {
     const form = open({
       mode: "edit",
       schedule: scheduleOnHost({
@@ -412,9 +432,12 @@ describe("schedule form model", () => {
       expression: "* * * * *",
       timezone: "Europe/Madrid",
     });
+    form.setName("Renamed without touching cadence");
+
+    expect(form.getState().submitCadence).toBeUndefined();
   });
 
-  it("preserves an edited schedule's interval cadence until the cadence changes", () => {
+  it("does not rewrite an unrepresentable legacy interval until cadence changes", () => {
     const originalCadence = { type: "every" as const, everyMs: 90 * 60_000 };
     const form = open({
       mode: "edit",
@@ -441,7 +464,7 @@ describe("schedule form model", () => {
 
     form.setName("Renamed without touching cadence");
 
-    expect(form.getState().submitCadence).toEqual(originalCadence);
+    expect(form.getState().submitCadence).toBeUndefined();
 
     form.setCadence({
       type: "cron",
@@ -456,6 +479,28 @@ describe("schedule form model", () => {
     });
   });
 
+  it("requires a cron choice before updating a legacy heartbeat", () => {
+    const form = open({
+      mode: "edit",
+      schedule: heartbeatOnHost({ type: "every", everyMs: 90 * 60_000 }),
+      defaults: {
+        serverId: null,
+        projectTargets: PROJECT_TARGETS,
+        preferences: {},
+        timezone: "Europe/Madrid",
+      },
+    });
+
+    expect(form.getState()).toMatchObject({ targetKind: "agent", canSubmit: false });
+
+    form.setCadence({ type: "cron", expression: "0 9 * * *", timezone: "Europe/Madrid" });
+
+    expect(form.getState()).toMatchObject({
+      submitCadence: { type: "cron", expression: "0 9 * * *", timezone: "Europe/Madrid" },
+      canSubmit: true,
+    });
+  });
+
   it("clears provider selection while resolving a different project", () => {
     const form = open({
       mode: "create",

packages/app/src/schedules/schedule-form-model.ts

@@ -77,6 +77,7 @@ export interface ScheduleFormProjectOption {
 }
 
 export type ScheduleFormTargetKind = "agent" | "new-agent";
+type CronCadence = Extract<ScheduleCadence, { type: "cron" }>;
 type ProviderResolutionStatus = "idle" | "pending" | "complete";
 
 export interface ScheduleFormState {
@@ -86,7 +87,7 @@ export interface ScheduleFormState {
   prompt: string;
   maxRuns: string;
   cadence: ScheduleCadence;
-  submitCadence: ScheduleCadence;
+  submitCadence: CronCadence | undefined;
   hosts: ScheduleFormHost[];
   projectOptions: ScheduleFormProjectOption[];
   selectedServerId: string | null;
@@ -436,13 +437,10 @@ function formatInitialMaxRuns(schedule: ScheduleFormSnapshot["schedule"]): strin
 }
 
 function resolveInitialSubmitCadence(
-  snapshot: ScheduleFormSnapshot,
-  initialCadence: ScheduleCadence,
-): ScheduleCadence {
-  if (snapshot.mode === "edit" && snapshot.schedule) {
-    return snapshot.schedule.cadence;
-  }
-  return initialCadence;
+  schedule: ScheduleFormSnapshot["schedule"],
+  initialCadence: CronCadence,
+): CronCadence | undefined {
+  return schedule ? undefined : initialCadence;
 }
 
 function resolveInitialIsolation(input: {
@@ -547,12 +545,12 @@ function resolveDisclosure(state: ScheduleFormState): ScheduleDisclosureState {
 }
 
 function resolveCanSubmit(state: ScheduleFormState): boolean {
+  if (state.targetKind === "agent") {
+    return state.submitCadence !== undefined;
+  }
   if (state.prompt.trim().length === 0) {
     return false;
   }
-  if (state.targetKind === "agent") {
-    return true;
-  }
   const hasWorkingDir = state.workingDir.trim().length > 0;
   const hasMatchedProject = state.selectedProjectOptionId.trim().length > 0;
   if (state.mode === "create" && !hasMatchedProject) {
@@ -657,7 +655,7 @@ function buildInitialState(snapshot: ScheduleFormSnapshot): ScheduleFormState {
     prompt: snapshot.schedule?.prompt ?? "",
     maxRuns: formatInitialMaxRuns(snapshot.schedule),
     cadence: initialCadence,
-    submitCadence: resolveInitialSubmitCadence(snapshot, initialCadence),
+    submitCadence: resolveInitialSubmitCadence(snapshot.schedule, initialCadence),
     hosts: [...snapshot.hosts],
     projectOptions: buildProjectOptions(snapshot.defaults.projectTargets, selectedServerId),
     selectedServerId,