[Buganizer ID: 461900756] Fix Bug: Gitsync - Instance assignment issue in pull playbook

[adarshtwy]

What problem does this PR solve?

When importing a playbook using PullPlaybook, integration instance assignment could fail or produce broken results in several scenarios:

1. If the specific integration instance used in the exported playbook was missing in the target environment, the system failed to select a fallback instance when the available instances were not "configured" (isConfigured: false). This resulted in steps having no integration instance selected.
2. If a playbook was previously imported with a bad instance assignment (e.g., from a failed import), subsequent imports would blindly copy the invalid instance ID from the existing step without validating it, perpetuating the broken state.
3. For single-environment playbooks, if no instances existed in that specific environment but instances were available in the shared environment (*), no fallback was attempted. Similarly, for multi-environment playbooks, if no shared instances existed but instances were available in individual environments, no fallback was attempted.

How does this PR solve the problem?

1. Include unconfigured instances: We now retrieve all instances of the integration on the target platform, not just the configured ones, and sort them so configured instances appear first. This ensures a fallback is always available.
2. Validate existing instances before reuse: When updating an existing playbook, we now validate that the instance ID from the existing step actually exists on the target platform before copying it. If validation fails, we fall through to the instance-discovery logic instead of blindly reusing a potentially invalid ID.
3. Cross-environment fallback: For single-environment playbooks, we now fall back to the shared environment if no instances are found in the specific environment. For multi-environment playbooks, we iterate through individual environments if no shared instances are found.

Approach to solve the problem

• Modified GitSyncManager._find_integration_instances_for_step to:

  • Include unconfigured instances by removing the isConfigured filter.
  • Prioritize configured instances by sorting the candidate list with configured instances first.

• Modified GitSyncManager._assign_integration_instance_to_step to:

  • Validate existing step instances via the new _is_valid_existing_instance method before reusing them. For AutomaticEnvironment mode, the fallback instance is validated instead.
  • Add a shared-environment fallback for single-environment playbooks when no instances are found in the specific environment.
  • Add an individual-environment iteration fallback for multi-environment playbooks when no shared instances are found.

• Added new method GitSyncManager._is_valid_existing_instance that checks whether a given instance ID exists among the available integration instances across all playbook environments and the shared environment.

Any other relevant information

This happens because when creating a playbook and selecting a specific environment, the platform currently lacks the option for the user to provide a fallback to a specific integration instance.

However, when creating a playbook and selecting "All Environments," the platform does provide the fallback instance option. We already implemented this fix in one of our earlier releases.

The validation of existing instances addresses an additional edge case where a prior failed import could leave stale/invalid instance IDs on the existing playbook steps, which would then be blindly propagated on every subsequent import attempt.

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Note

Medium Risk
Changes playbook import instance-assignment behavior across environments and may alter which integration instance gets selected, impacting runtime execution if assumptions differ. Logic is contained to Pull Playbook instance discovery/selection and is low security risk but moderate functional risk.

Overview
Fixes Pull Playbook step instance assignment to avoid broken imports when the referenced instance or environment doesn’t exist on the target.

GitSyncManager._assign_integration_instance_to_step now validates existing step instance IDs before reusing them, falls back from a single environment to the shared "*" environment when needed, and for multi-environment playbooks falls back to scanning individual environments when no shared instances exist.

Instance discovery in _find_integration_instances_for_step now returns configured instances when available, otherwise returns unconfigured instances as a last-resort fallback; docs/release metadata were updated and the integration version was bumped to 45.0.

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[gemini-code-assist]

Summary of Changes

Hello, I'm Gemini Code Assist¹! I'm currently reviewing this pull request and will post my feedback shortly. In the meantime, here's a summary to help you and other reviewers quickly get up to speed!

This pull request addresses issues with integration instance assignment during playbook imports. By broadening the search criteria for available instances and introducing strict validation for existing assignments, the changes ensure that playbooks maintain valid integration connections even when specific environment configurations are missing or stale.

Highlights

• Improved Integration Instance Discovery: Modified the discovery logic to include unconfigured instances as potential fallbacks, ensuring that integration steps are not left unassigned when configured instances are unavailable.
• Validation of Existing Assignments: Added a validation step to check if existing integration instance IDs are still valid on the target platform before reusing them, preventing the propagation of stale or invalid configurations from previous failed imports.
• Enhanced Cross-Environment Fallback: Implemented robust fallback mechanisms that search shared environments for single-environment playbooks and iterate through individual environments for multi-environment playbooks when no direct instance match is found.

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[gemini-code-assist]

Code Review

This pull request updates the GitSync power-up to version 45.0, enhancing the integration instance selection and validation logic. The changes allow the use of unconfigured instances as fallbacks while prioritizing configured ones and introduce validation for existing instance assignments to prevent broken playbooks. Review feedback suggests implementing defensive programming to handle potential null values from API calls and optimizing the instance validation logic to reduce redundant environment checks while ensuring strict type annotations.

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Validation Report

🧩 Integrations

Pre-Build Stage

git_sync

Validation Name	Details
⚠️ Test Config Validation	'git_sync' is missing tests/config.json