discourse-upcoming-changes-authoring

name	discourse-upcoming-changes-authoring
description	Use when modifying, debugging, or extending the upcoming changes framework code and system itself.

Upcoming Changes Framework — Authoring Guide

This skill is for working on the upcoming changes framework itself — the internal machinery that powers feature flag rollout in Discourse. For adding a new feature flag using the framework, see the discourse-upcoming-changes skill instead.

Architecture Overview

The upcoming changes system has three layers: a Ruby core that manages state and business logic, a services layer that orchestrates tracking/notifications/toggling, and an Ember frontend that renders the admin UI and applies per-user overrides.

Ruby Core

lib/upcoming_changes.rb — The central module. All business logic for resolving values, checking user eligibility, caching, and image handling lives here.

Key methods to understand:

• resolved_value(setting_name) — Determines the effective value of a setting. This is where auto-promotion logic lives: if a setting's status meets/exceeds promote_upcoming_changes_on_status, the resolved value is true even if the DB default is false. Permanent settings always resolve to true (admins can't disable them).
• enabled_for_user?(setting_name, user) — The primary access check. Considers: resolved value, group restrictions, anonymous users (only get access if no group restrictions).
• stats_for_user(user:, acting_guardian:) — Returns per-change status for a user including why they have/don't have access (the user_enabled_reasons enum).
• current_statuses / permanent_upcoming_changes — Cached lookups keyed by git version (one-time cost per deploy). Cleared by clear_caches! and automatically when TrackNotifyStatusChanges detects changes.

UpcomingChanges::ConditionalDisplay (defined inside lib/upcoming_changes.rb) — Hides individual upcoming changes from the admin UI when they don't make sense in the current context (e.g. a Horizon-related change on a site without Horizon installed). Define a should_display_<upcoming_change_name>? class method on it to gate a specific change; if no method is defined, the change is always displayed. See Conditional Display below.

app/models/upcoming_change_event.rb — Audit trail. Every lifecycle event (added, removed, status change, manual toggle, admin notification) is recorded here. Has unique indexes to prevent duplicate events of specific types per change.

lib/site_setting_extension.rb — Where upcoming_change: metadata in site_settings.yml gets parsed. When a setting is registered with this metadata, it stores the parsed result in @upcoming_change_metadata and defines a {name}_groups_map method. The impact string is split into impact_type and impact_role. Also handles upcoming_change_default_override: metadata — see Default Overrides below.

lib/site_settings/defaults_provider.rb — Manages the default values for all settings, including upcoming change default overrides. Tracks which overrides are active via @active_upcoming_change_overrides and applies them when resolving defaults. Provides upcoming_change_override_metadata for the frontend to display warnings about changed defaults.

app/models/site_setting_group.rb — Stores group restrictions for settings. Group IDs are pipe-separated strings ("1|2|3"). The setting_group_ids class method returns a hash used for in-memory caching.

Services Layer

All services use Service::Base. They're organized under app/services/upcoming_changes/:

Service	Purpose
List	Admin-only, fetches all changes with metadata, group data, and images. Filters out changes whose ConditionalDisplay.should_display? returns false.
Toggle	Admin enable/disable — updates SiteSetting, clears groups when neither staff nor specific_groups is in allow_enabled_for, validates the requested target against allow_enabled_for, logs staff action, fires DiscourseEvent
Track	Orchestrator called by the scheduled job — delegates to three action sub-services
TrackNotifyAddedChanges	Compares current settings against event history, creates added events
TrackRemovedChanges	Creates removed events for settings no longer present
TrackNotifyStatusChanges	Detects status changes in metadata, creates events, clears caches
NotifyPromotions	Iterates all changes and calls NotifyPromotion for each
NotifyPromotion	Handles one promotion — checks policies, merges notifications, fires events
NotifyAdminsOfAvailableChange	Notifies admins when a change reaches one status below promotion threshold
NotificationDataMerger	Consolidates multiple change notifications into one to avoid spam

SiteSetting::UpsertGroups — Manages group assignments for settings (upserts SiteSettingGroup, refreshes caches, notifies clients).

Scheduled Job

app/jobs/scheduled/check_upcoming_changes.rb — Runs every 20 minutes inside a DistributedMutex. Calls Track then NotifyPromotions. Supports verbose logging via the upcoming_change_verbose_logging setting.

Frontend

Admin page — admin/templates/admin-config/upcoming-changes.gjs renders the page header, admin/components/admin-config-areas/upcoming-changes.gjs is the container with filtering, and admin/components/admin-config-areas/upcoming-change-item.gjs renders each row.

Key frontend patterns:

• Filtering by status, impact type, impact role, and enabled/disabled state via AdminFilterControls
• Group selection uses a multi-select dropdown with debounced API saves
• Toast notifications for all toggle/group changes
• Lightbox integration for preview images

Site settings service (app/services/site-settings.js) — Loads upcoming changes from PreloadStore, applies them as overrides to site settings, and stores them in settings.currentUserUpcomingChanges.

Body CSS classes — app/controllers/application.js generates uc-{dasherized-key} classes on <body> for each enabled upcoming change, allowing CSS-based feature gating.

Notifications — Two notification types (upcoming-change-available, upcoming-change-automatically-promoted) handle singular/dual/many change descriptions and link to the admin page with filter params.

Sidebar — Badge notification dot appears on the upcoming changes link when currentUser.hasNewUpcomingChanges is true.

MessageBus — Subscribes to /client_settings and updates both siteSettings and currentUserUpcomingChanges in real time.

Controller

admin/config/upcoming_changes_controller.rb — Three endpoints:

• GET index — List changes (with filter_statuses param)
• PUT update_groups — Set group restrictions for a setting
• PUT toggle_change — Enable/disable a setting

Problem Check

app/services/problem_check/upcoming_change_stable_opted_out.rb — Warns admins hourly if they've opted out of a stable/permanent change.

Default Overrides

Upcoming changes can override the default value of a different site setting when enabled. This allows feature rollouts to change related setting defaults without breaking admin customizations.

Metadata Format

A setting declares a default override with the upcoming_change_default_override key in config/site_settings.yml:

# The upcoming change setting (the "trigger")
increase_suggested_topics_max_days_old_default:
  default: false
  type: bool
  upcoming_change:
    status: experimental
    impact: "site_setting_default,all_members"

# The setting whose default changes (the "target")
suggested_topics_max_days_old:
  default: 365
  type: integer
  upcoming_change_default_override:
    upcoming_change: increase_suggested_topics_max_days_old_default
    new_default: 1000

When increase_suggested_topics_max_days_old_default is enabled (either manually by admin or via auto-promotion), the default value of suggested_topics_max_days_old changes from 365 to 1000. The impact field on the trigger setting should include site_setting_default as its impact_type.

How It Works

1. Registration — lib/site_setting_extension.rb parses upcoming_change_default_override during setting registration and stores it in upcoming_change_default_overrides (a hash keyed by setting name).

2. Activation — During SiteSetting.refresh!, each override is checked: if UpcomingChanges.enabled?(override[:upcoming_change]) returns true, the override is activated via defaults.activate_upcoming_change_override. The setting's current value is updated to new_default only if the admin has not manually modified it.

3. Default resolution — DefaultsProvider#all applies active overrides when resolving defaults, so code reading SiteSetting.defaults[:setting_name] gets the overridden value.

4. Frontend display — DefaultsProvider#upcoming_change_override_metadata returns { old_default:, new_default:, change_setting_name: } for active overrides. The site settings UI (admin/components/site-setting.gjs) shows a warning linking to the upcoming changes page.

Key Behaviors

• Non-destructive: If an admin has manually set a custom value for the target setting, the override does not apply — it only affects the default.
• Reversible: Disabling the upcoming change deactivates the override and restores the original default.
• Default-locale only: Overrides currently only apply on the default locale.

Conditional Display

Some upcoming changes only make sense to show admins under certain conditions — for example, a Horizon-themed change is irrelevant if Horizon isn't installed, or a change might only apply when another setting is enabled. UpcomingChanges::ConditionalDisplay (in lib/upcoming_changes.rb) lets the framework hide a change from the admin UI without removing it from site_settings.yml.

How It Works

1. Filtering — UpcomingChanges::List#fetch_upcoming_changes calls UpcomingChanges::ConditionalDisplay.should_display?(setting_name) on every change after the status filter, before group/image enrichment. Changes that return false are dropped from the result entirely.
2. Resolution — should_display? checks for a class method named should_display_<upcoming_change_name>? on ConditionalDisplay. If defined, its return value is used; otherwise the change is always displayed (returns true).
3. Definition site — Add the gating method directly to the ConditionalDisplay class, typically next to (or inside) the relevant subsystem's code — e.g. a Horizon-specific gate can live with the Horizon code as long as UpcomingChanges::ConditionalDisplay is reopened to define it. Group related gates together for discoverability.

Key Behaviors

• Display-only: This affects whether the change appears in the admin UI list, not whether it's enabled. enabled? / enabled_for_user? still resolve normally — code paths gated on the change continue to work.
• N+1 by design: should_display? is called once per change in the loop. If a gating method does expensive work (DB queries, plugin lookups), memoize inside the method to avoid repeated cost.
• Notifications still fire: Conditional display only filters the List service result. TrackNotifyAddedChanges, NotifyPromotions, etc. do not consult ConditionalDisplay, so admins may still receive notifications about a hidden change. Consider this when designing the gate — usually the gate should reflect a long-lived condition (plugin missing, theme not installed) rather than transient state.

Key Design Decisions

Caching Strategy

The current_statuses and permanent_upcoming_changes caches are keyed by git version (Discourse.git_version). This means they're naturally invalidated on every deploy — no TTL needed. Within a deploy, TrackNotifyStatusChanges calls clear_caches! when it detects metadata changes. Always call clear_caches! in tests after modifying metadata.

Auto-Promotion

The resolved_value method is the single source of truth for whether a setting is "on." Auto-promotion happens implicitly: when a setting's status meets the threshold, resolved_value returns true regardless of the DB value. The DB value only changes when an admin explicitly toggles. This separation means promotion is reversible by the admin without losing the original opt-in/opt-out state.

Notification Merging

When multiple changes need notifications, NotificationDataMerger consolidates them into a single notification per admin. It finds existing unread notifications and merges the change names array. The frontend notification types handle singular ("Feature X"), dual ("Feature X and Feature Y"), and many ("Feature X and 2 others") display.

New Site Notification Suppression

Notifications for added and promoted changes are skipped on new sites (determined by Migration::Helpers.new_site? in lib/migration/helpers.rb — a site is "new" if its first schema migration was less than 1 hour ago). This prevents freshly provisioned sites from being flooded with notifications for every existing upcoming change on their first run. The tracking/detection steps still execute — only the notification delivery is suppressed.

Group-Based Access

Group restrictions use a separate SiteSettingGroup model rather than storing groups on the setting itself. This allows the caching layer (site_setting_group_ids) to work independently. Group IDs are pipe-separated in the DB for efficient single-row storage.

The allow_enabled_for metadata key on an upcoming change restricts which "Enabled for" dropdown options the admin sees. It accepts an array of any subset of [everyone, staff, specific_groups]; the No one option is always present and cannot be removed. When the key is omitted, all four options are shown (the permissive default). Rule: if everyone is present it must be the only value — everyone cannot combine with staff or specific_groups. The integrity spec enforces these rules. Server-side enforcement lives in UpcomingChanges::Toggle (validates the target when no groups are configured) and SiteSetting::UpsertGroups (validates group selection: a [staff]-only selection needs staff allowed; any other selection needs specific_groups allowed). When neither staff nor specific_groups is in the allow list, Toggle also clears any stale SiteSettingGroup records.

Auto-promoted display: When allow_enabled_for excludes :everyone and a change is enabled without an explicit admin selection (typically because it reached the promotion threshold), enabled_for_with_groups returns the broadest allowed display target — the staff group name if :staff is permitted, otherwise "groups". This is display-only; enabled_for_user? is unchanged and still treats the change as on for all users until the admin scopes it via the dropdown.

Event Idempotency

UpcomingChangeEvent has unique indexes on specific event type + change name combinations. This prevents duplicate added, removed, or notification events even if the job runs multiple times. Always check for existing events before creating new ones in service code.

Common Modification Scenarios

Adding a New Status

1. Add the status and its numeric value to UpcomingChanges.statuses in lib/upcoming_changes.rb
2. The numeric ordering determines hierarchy — meets_or_exceeds_status? uses these values
3. Update previous_status mapping if the new status fits in the progression
4. Add status badge styling in app/assets/stylesheets/admin/upcoming-changes.scss (.upcoming-change__badge.--status-{name})
5. Add translations for the status label

Adding a New Event Type

1. Add the enum value to UpcomingChangeEvent (app/models/upcoming_change_event.rb)
2. If the event should be unique per change, add a unique index in a migration
3. Create or update the relevant service to emit the event

Modifying the Admin UI

The three main components to know:

• Container (upcoming-changes.gjs) — Filtering logic and data management
• Item (upcoming-change-item.gjs) — Individual change row rendering and interactions
• User view (admin-user-upcoming-changes.gjs) — Read-only per-user view

State is managed via trackedObject for reactivity. API calls go through ajax() directly in the item component.

Restricting "Enabled for" options

To constrain which dropdown options an admin can pick for a change, add allow_enabled_for to its upcoming_change: metadata:

my_upcoming_change_setting:
  default: false
  client: true
  hidden: true
  upcoming_change:
    status: experimental
    impact: feature,all_members
    allow_enabled_for:
      - staff
      - specific_groups

Valid value sets:

allow_enabled_for	Dropdown options shown
(omitted)	No one, Everyone, Staff, Specific group(s)
[everyone]	No one, Everyone
[staff]	No one, Staff
[specific_groups]	No one, Specific group(s)
[staff, specific_groups]	No one, Staff, Specific group(s)

everyone cannot be combined with staff or specific_groups — when present, it must be the only value. No one is always available. The integrity spec rejects invalid combinations.

Adding a Conditional Display Rule

To hide an upcoming change from the admin UI under certain conditions:

1. Reopen UpcomingChanges::ConditionalDisplay and define a class method named should_display_<upcoming_change_name>? that returns a boolean:

   module UpcomingChanges
     class ConditionalDisplay
       def self.should_display_enable_horizon_blah?
         Discourse.plugins_by_name["horizon"].present?
       end
     end
   end
   

2. Place the reopen near the related subsystem (e.g. inside the Horizon plugin) so the gate lives with the code that owns the condition.
3. If the check is expensive, memoize inside the method — List calls should_display? once per change.
4. No registration step is needed; should_display? finds the method dynamically via respond_to?.
5. Test by stubbing the predicate — see Testing Conditional Display.

Adding a Default Override

To make an upcoming change control the default of another setting:

1. Add upcoming_change_default_override metadata to the target setting in config/site_settings.yml:

   target_setting:
     default: original_value
     upcoming_change_default_override:
       upcoming_change: trigger_setting_name
       new_default: new_value
   

2. Ensure the trigger setting has impact: "site_setting_default,..." in its upcoming_change: metadata
3. The override activates automatically when the trigger is enabled — no additional code needed
4. Test with mock_upcoming_change_default_overrides — see Mocking Default Overrides

Changing Resolution Logic

All value resolution goes through resolved_value in lib/upcoming_changes.rb. If you need to change how settings are evaluated (e.g., adding a new override condition), this is the single place to modify. The method checks in order: permanent status, admin manual override, auto-promotion threshold.

Testing Patterns

Mocking Metadata

Use the test helper to mock upcoming change metadata — never modify site_settings.yml in tests:

mock_upcoming_change_metadata(
  {
    enable_some_feature: {
      impact: "feature,all_members",
      status: :experimental,
      impact_type: "feature",
      impact_role: "all_members",
    },
  },
)

Mocking Default Overrides

Use mock_upcoming_change_default_overrides to set up override metadata in tests — never modify site_settings.yml:

mock_upcoming_change_default_overrides(
  {
    suggested_topics_max_days_old: {
      upcoming_change: :increase_suggested_topics_max_days_old_default,
      new_default: 1000,
    },
  },
)

# Enable the trigger setting and refresh to activate the override
SiteSetting.increase_suggested_topics_max_days_old_default = true
SiteSetting.refresh!

# Now SiteSetting.suggested_topics_max_days_old returns 1000 (the overridden default)

To test that the override does NOT apply when the admin has customized the target setting:

# Admin sets a custom value before the override activates
SiteSetting.suggested_topics_max_days_old = 730
SiteSetting.increase_suggested_topics_max_days_old_default = true
SiteSetting.refresh!

# Override is not applied — admin's explicit choice is preserved
expect(SiteSetting.suggested_topics_max_days_old).to eq(730)

Testing Conditional Display

Stub the predicate method directly on UpcomingChanges::ConditionalDisplay rather than redefining it — this avoids leaking method definitions across examples:

UpcomingChanges::ConditionalDisplay
  .stubs(:should_display_enable_upload_debug_mode?)
  .returns(false)

For unit tests of ConditionalDisplay itself (where you need to verify dispatch), use define_singleton_method in before and remove_method in after to clean up:

before do
  UpcomingChanges::ConditionalDisplay.define_singleton_method(
    :should_display_enable_upload_debug_mode?,
  ) { false }
end

after do
  UpcomingChanges::ConditionalDisplay.singleton_class.send(
    :remove_method,
    :should_display_enable_upload_debug_mode?,
  )
end

When testing UpcomingChanges::List, assert the change is/isn't present in result.upcoming_changes by :setting key.

Cache Clearing in Tests

After modifying metadata or settings, call UpcomingChanges.clear_caches! to ensure tests see fresh data. The caches are keyed by git version, so they persist across test examples unless explicitly cleared.

Testing Services

Services follow standard Service::Base test patterns — see the discourse-service-authoring skill. Use run_successfully, fail_a_policy, etc.

System Tests

Page objects live at:

• spec/system/page_objects/pages/admin_upcoming_changes.rb — Main page
• spec/system/page_objects/pages/admin_upcoming_change_item.rb — Item component

Key page object methods:

• change_item(setting_name) — Get an item component by setting name
• has_change? / has_no_change? — Visibility assertions
• select_enabled_for(option) — Toggle the enabled dropdown
• add_group / remove_group / save_groups — Group management
• has_enabled_for_success_toast? — Verify success feedback

System tests use mock_upcoming_change_metadata in before blocks. When revisiting pages to verify persistence, be aware of rate limiting on API calls.

Testing the Scheduled Job

Use track_log_messages to verify job output:

track_log_messages do |logger|
  described_class.new.execute({})
  expect(logger.infos.join("\n")).to include("Expected message")
end

Set up event history with UpcomingChangeEvent.create! and clean up with delete_all as needed.

Multisite Tests

Cache isolation tests live in spec/multisite/upcoming_changes_spec.rb. Use test_multisite_connection("default") / test_multisite_connection("second") blocks and clean up cache keys explicitly per site.

JavaScript Tests

Notification type tests create notifications with Notification.create() and verify director.description, director.linkHref, and director.icon. Test singular, dual, and many-change scenarios plus backward compatibility with old data formats.

File Reference

Area	Key Files
Core module	lib/upcoming_changes.rb
Event model	app/models/upcoming_change_event.rb
Group model	app/models/site_setting_group.rb
Settings integration	lib/site_setting_extension.rb (search for upcoming_change)
Defaults provider	lib/site_settings/defaults_provider.rb (default override activation/resolution)
Services	app/services/upcoming_changes/*.rb
Group upsert	app/services/site_setting/upsert_groups.rb
Controller	admin/config/upcoming_changes_controller.rb
Scheduled job	app/jobs/scheduled/check_upcoming_changes.rb
Problem check	app/services/problem_check/upcoming_change_stable_opted_out.rb
Initializer	config/initializers/015-track-upcoming-change-toggle.rb
Admin page	admin/templates/admin-config/upcoming-changes.gjs
Admin container	admin/components/admin-config-areas/upcoming-changes.gjs
Admin item	admin/components/admin-config-areas/upcoming-change-item.gjs
User view	admin/components/admin-user-upcoming-changes.gjs
Site settings svc	frontend/discourse/app/services/site-settings.js
App controller	frontend/discourse/app/controllers/application.js
Notifications	frontend/discourse/app/lib/notification-types/upcoming-change-*.js
Sidebar	frontend/discourse/app/lib/sidebar/admin-sidebar.js
Constants	frontend/discourse/app/lib/constants.js
Styles	app/assets/stylesheets/admin/upcoming-changes.scss
Core spec	spec/lib/upcoming_changes_spec.rb
Request spec	spec/requests/admin/config/upcoming_changes_controller_spec.rb
Admin system spec	spec/system/admin_upcoming_changes_spec.rb
Member system spec	spec/system/member_upcoming_changes_spec.rb
Job spec	spec/jobs/scheduled/check_upcoming_changes_spec.rb
Multisite spec	spec/multisite/upcoming_changes_spec.rb
Page objects	spec/system/page_objects/pages/admin_upcoming_changes.rb, admin_upcoming_change_item.rb
Test helpers	spec/support/helpers.rb (search for mock_upcoming_change_metadata)