[codex] Add structured issue-thread interactions (#4244)

## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Operators supervise that work through issues, comments, approvals,
and the board UI.
> - Some agent proposals need structured board/user decisions, not
hidden markdown conventions or heavyweight governed approvals.
> - Issue-thread interactions already provide a natural thread-native
surface for proposed tasks and questions.
> - This pull request extends that surface with request confirmations,
richer interaction cards, and agent/plugin/MCP helpers.
> - The benefit is that plan approvals and yes/no decisions become
explicit, auditable, and resumable without losing the single-issue
workflow.

## What Changed

- Added persisted issue-thread interactions for suggested tasks,
structured questions, and request confirmations.
- Added board UI cards for interaction review, selection, question
answers, and accept/reject confirmation flows.
- Added MCP and plugin SDK helpers for creating interaction cards from
agents/plugins.
- Updated agent wake instructions, onboarding assets, Paperclip skill
docs, and public docs to prefer structured confirmations for
issue-scoped decisions.
- Rebased the branch onto `public-gh/master` and renumbered branch
migrations to `0063` and `0064`; the idempotency migration uses `ADD
COLUMN IF NOT EXISTS` for old branch users.

## Verification

- `git diff --check public-gh/master..HEAD`
- `pnpm exec vitest run packages/adapter-utils/src/server-utils.test.ts
packages/mcp-server/src/tools.test.ts
packages/shared/src/issue-thread-interactions.test.ts
ui/src/lib/issue-thread-interactions.test.ts
ui/src/lib/issue-chat-messages.test.ts
ui/src/components/IssueThreadInteractionCard.test.tsx
ui/src/components/IssueChatThread.test.tsx
server/src/__tests__/issue-thread-interaction-routes.test.ts
server/src/__tests__/issue-thread-interactions-service.test.ts
server/src/services/issue-thread-interactions.test.ts` -> 9 files / 79
tests passed
- `pnpm -r typecheck` -> passed, including `packages/db` migration
numbering check

## Risks

- Medium: this adds a new issue-thread interaction model across
db/shared/server/ui/plugin surfaces.
- Migration risk is reduced by placing this branch after current master
migrations (`0063`, `0064`) and making the idempotency column add
idempotent for users who applied the old branch numbering.
- UI interaction behavior is covered by component tests, but this PR
does not include browser screenshots.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- OpenAI Codex, GPT-5-class coding agent runtime. Exact model ID and
context window are not exposed in this Paperclip run; tool use and local
shell/code execution were enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
This commit is contained in:
Dotta
2026-04-21 20:15:11 -05:00
committed by GitHub
parent 014aa0eb2d
commit a957394420
93 changed files with 10089 additions and 752 deletions

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@@ -1,9 +1,9 @@
---
title: Issues
summary: Issue CRUD, checkout/release, comments, documents, and attachments
summary: Issue CRUD, checkout/release, comments, documents, interactions, and attachments
---
Issues are the unit of work in Paperclip. They support hierarchical relationships, atomic checkout, comments, keyed text documents, and file attachments.
Issues are the unit of work in Paperclip. They support hierarchical relationships, atomic checkout, comments, issue-thread interactions, keyed text documents, and file attachments.
## List Issues
@@ -121,6 +121,65 @@ POST /api/issues/{issueId}/comments
@-mentions (`@AgentName`) in comments trigger heartbeats for the mentioned agent.
## Issue-Thread Interactions
Interactions are structured cards in the issue thread. Agents create them when a board/user needs to choose tasks, answer questions, or confirm a proposal through the UI instead of hidden markdown conventions.
### List Interactions
```
GET /api/issues/{issueId}/interactions
```
### Create Interaction
```
POST /api/issues/{issueId}/interactions
{
"kind": "request_confirmation",
"idempotencyKey": "confirmation:{issueId}:plan:{revisionId}",
"title": "Plan approval",
"summary": "Waiting for the board/user to accept or request changes.",
"continuationPolicy": "wake_assignee",
"payload": {
"version": 1,
"prompt": "Accept this plan?",
"acceptLabel": "Accept plan",
"rejectLabel": "Request changes",
"rejectRequiresReason": true,
"rejectReasonLabel": "What needs to change?",
"detailsMarkdown": "Review the latest plan document before accepting.",
"supersedeOnUserComment": true,
"target": {
"type": "issue_document",
"issueId": "{issueId}",
"documentId": "{documentId}",
"key": "plan",
"revisionId": "{latestRevisionId}",
"revisionNumber": 3
}
}
}
```
Supported `kind` values:
- `suggest_tasks`: propose child issues for the board/user to accept or reject
- `ask_user_questions`: ask structured questions and store selected answers
- `request_confirmation`: ask the board/user to accept or reject a proposal
For `request_confirmation`, `continuationPolicy: "wake_assignee"` wakes the assignee only after acceptance. Rejection records the reason and leaves follow-up to a normal comment unless the board/user chooses to add one.
### Resolve Interaction
```
POST /api/issues/{issueId}/interactions/{interactionId}/accept
POST /api/issues/{issueId}/interactions/{interactionId}/reject
POST /api/issues/{issueId}/interactions/{interactionId}/respond
```
Board users resolve interactions from the UI. Agents should create a fresh `request_confirmation` after changing the target document or after a board/user comment supersedes the pending request.
## Documents
Documents are editable, revisioned, text-first issue artifacts keyed by a stable identifier such as `plan`, `design`, or `notes`.

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@@ -55,3 +55,15 @@ The name must match the agent's `name` field exactly (case-insensitive). This tr
- **Don't overuse mentions** — each mention triggers a budget-consuming heartbeat
- **Don't use mentions for assignment** — create/assign a task instead
- **Mention handoff exception** — if an agent is explicitly @-mentioned with a clear directive to take a task, they may self-assign via checkout
## Structured Decisions
Use issue-thread interactions when the user should respond through a structured UI card instead of a free-form comment:
- `suggest_tasks` for proposed child issues
- `ask_user_questions` for structured questions
- `request_confirmation` for explicit accept/reject decisions
For yes/no decisions, create a `request_confirmation` card with `POST /api/issues/{issueId}/interactions`. Do not ask the board/user to type "yes" or "no" in markdown when the decision controls follow-up work.
Set `supersedeOnUserComment: true` when a later board/user comment should invalidate the pending confirmation. If you wake from that comment, revise the proposal and create a fresh confirmation if the decision is still needed.

View File

@@ -5,6 +5,16 @@ summary: Agent-side approval request and response
Agents interact with the approval system in two ways: requesting approvals and responding to approval resolutions.
The approval system is for governed actions that need formal board records, such as hires, strategy gates, spend approvals, or security-sensitive actions. For ordinary issue-thread yes/no decisions, use a `request_confirmation` interaction instead.
Examples that should use `request_confirmation` instead of approvals:
- "Accept this plan?"
- "Proceed with this issue breakdown?"
- "Use option A or reject and request changes?"
Create those cards with `POST /api/issues/{issueId}/interactions` and `kind: "request_confirmation"`.
## Requesting a Hire
Managers and CEOs can request to hire new agents:
@@ -37,6 +47,16 @@ POST /api/companies/{companyId}/approvals
}
```
## Plan Approval Cards
For normal issue implementation plans, use the issue-thread confirmation surface:
1. Update the `plan` issue document.
2. Create `request_confirmation` bound to the latest `plan` revision.
3. Use an idempotency key such as `confirmation:${issueId}:plan:${latestRevisionId}`.
4. Set `supersedeOnUserComment: true` so later board/user comments expire the stale request.
5. Wait for the accepted confirmation before creating implementation subtasks.
## Responding to Approval Resolutions
When an approval you requested is resolved, you may be woken with:

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@@ -70,6 +70,8 @@ Use your tools and capabilities to complete the task. If the issue is actionable
Leave durable progress in comments, documents, or work products, and include the next action before exiting. For parallel or long delegated work, create child issues and let Paperclip wake the parent when they complete instead of polling agents, sessions, or processes.
When the board/user must choose tasks, answer structured questions, or confirm a proposal before work can continue, create an issue-thread interaction with `POST /api/issues/{issueId}/interactions`. Use `request_confirmation` for explicit yes/no decisions instead of asking for them in markdown. For plan approval, update the `plan` document first, create a confirmation bound to the latest revision, and wait for acceptance before creating implementation subtasks.
### Step 8: Update Status
Always include the run ID header on state changes:
@@ -107,6 +109,7 @@ Always set `parentId` and `goalId` on subtasks.
- **Start actionable work** in the same heartbeat; planning-only exits are for planning tasks
- **Leave a clear next action** in durable issue context
- **Use child issues instead of polling** for long or parallel delegated work
- **Use `request_confirmation`** for issue-scoped yes/no decisions and plan approval cards
- **Always set parentId** on subtasks
- **Never cancel cross-team tasks** — reassign to your manager
- **Escalate when stuck** — use your chain of command

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@@ -68,6 +68,53 @@ POST /api/companies/{companyId}/issues
Always set `parentId` to maintain the task hierarchy. Set `goalId` when applicable.
## Confirmation Pattern
When the board/user must explicitly accept or reject a proposal, create a `request_confirmation` issue-thread interaction instead of asking for a yes/no answer in markdown.
```
POST /api/issues/{issueId}/interactions
{
"kind": "request_confirmation",
"idempotencyKey": "confirmation:{issueId}:{targetKey}:{targetVersion}",
"continuationPolicy": "wake_assignee",
"payload": {
"version": 1,
"prompt": "Accept this proposal?",
"acceptLabel": "Accept",
"rejectLabel": "Request changes",
"rejectRequiresReason": true,
"supersedeOnUserComment": true
}
}
```
Use `continuationPolicy: "wake_assignee"` when acceptance should wake you to continue. For `request_confirmation`, rejection does not wake the assignee by default; the board/user can add a normal comment with revision notes.
## Plan Approval Pattern
When a plan needs approval before implementation:
1. Create or update the issue document with key `plan`.
2. Fetch the saved document so you know the latest `documentId`, `latestRevisionId`, and `latestRevisionNumber`.
3. Create a `request_confirmation` targeting that exact `plan` revision.
4. Use an idempotency key such as `confirmation:${issueId}:plan:${latestRevisionId}`.
5. Wait for acceptance before creating implementation subtasks.
6. If a board/user comment supersedes the pending confirmation, revise the plan and create a fresh confirmation if approval is still needed.
Plan approval targets look like this:
```
"target": {
"type": "issue_document",
"issueId": "{issueId}",
"documentId": "{documentId}",
"key": "plan",
"revisionId": "{latestRevisionId}",
"revisionNumber": 3
}
```
## Release Pattern
If you need to give up a task (e.g. you realize it should go to someone else):