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## Thinking Path > - Paperclip helps people manage AI agents and their tasks. > - A task monitor schedules a later agent check. > - The monitor card shows when that check will run. > - The card has no direct control to cancel the monitor. > - This change adds an X button and a confirmation dialog. > - The operator can stop the scheduled check from the card. ## Linked Issues or Issue Description **What existing behavior does this improve?** The monitor card on the task page. **Current behavior** The operator must open task properties to clear a monitor. **Proposed behavior** Select the X in the top right of the card. Select Keep monitor to leave the schedule in place. Select Cancel monitor to remove the scheduled check. **Reason and benefit** The operator can cancel the monitor where its schedule is shown. Confirmation helps prevent an accidental cancellation. **Breaking changes** None. The change uses the existing task update API. ## What Changed - Add an accessible X button at the top right of the monitor card. - Confirm cancellation before the task update. - Keep the dialog open with an error if the update fails. - Preserve the other execution policy settings and refresh the task after success. - Reject stale policy writes under the task row lock with an optional expectedExecutionPolicy snapshot. - Document the snapshot field and add a database test for stale cancellation. - Restrict snapshot requests to policy-only edits before execution-control actions. - Add seven route tests for rejected mixed requests and absent policy updates. - Keep automatic retry waits separate from monitor cancellation. - Add component and task page tests. ## Verification - `pnpm check:token-gates` passed. - Monitor banner and task page tests passed: 199 tests. A targeted database test and seven route tests also passed. - UI typecheck and production build passed. - Open a task with a scheduled monitor. Select X, then Keep monitor. The schedule must remain. - Select X, then Cancel monitor. The card must disappear after the update. - Local full build reached the Rust runner build but could not complete because Cargo is absent. CI must verify the full build. - Full repository typecheck, build, test suites, and E2E checks passed in CI for the final commit. Local full checks were limited by missing Cargo and workspace memory. ## Risks - Low risk. Cancellation uses the existing company access checks and activity log. - A cancelled monitor no longer wakes the agent. The dialog explains this effect. ## Model Used OpenAI Codex, GPT-6. The runtime does not expose a more specific model ID or context window size. Used code editing, shell commands, and tests. ## 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 searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>
343 lines
12 KiB
Markdown
343 lines
12 KiB
Markdown
---
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title: Issues
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summary: Issue CRUD, checkout/release, comments, documents, interactions, and attachments
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---
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Issues are the unit of work in Paperclip. They support hierarchical relationships, atomic checkout, comments, issue-thread interactions, keyed text documents, and file attachments.
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## List Issues
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```
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GET /api/companies/{companyId}/issues
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```
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Query parameters:
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| Param | Description |
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|-------|-------------|
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| `status` | Filter by status (comma-separated: `todo,in_progress`) |
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| `assigneeAgentId` | Filter by assigned agent |
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| `projectId` | Filter by project |
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Results sorted by priority.
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## Get Issue
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```
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GET /api/issues/{issueId}
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```
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Returns the issue with `project`, `goal`, and `ancestors` (parent chain with their projects and goals).
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The response also includes:
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- `planDocument`: the full text of the issue document with key `plan`, when present
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- `documentSummaries`: metadata for all linked issue documents
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- `legacyPlanDocument`: a read-only fallback when the description still contains an old `<plan>` block
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## Create Issue
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```
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POST /api/companies/{companyId}/issues
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{
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"title": "Implement caching layer",
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"description": "Add Redis caching for hot queries",
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"status": "todo",
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"priority": "high",
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"assigneeAgentId": "{agentId}",
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"parentId": "{parentIssueId}",
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"projectId": "{projectId}",
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"goalId": "{goalId}"
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}
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```
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## Update Issue
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```
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PATCH /api/issues/{issueId}
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Headers: X-Paperclip-Run-Id: {runId}
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{
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"status": "done",
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"comment": "Implemented caching with 90% hit rate."
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}
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```
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The optional `comment` field adds a comment in the same call. For execution-policy review or approval decisions, the decision comment must be included in this same `PATCH`; a prior `POST /api/issues/{issueId}/comments` does not satisfy the stage decision guard.
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Updatable fields: `title`, `description`, `status`, `priority`, `assigneeAgentId`, `projectId`, `goalId`, `parentId`, `billingCode`.
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For `PATCH /api/issues/{issueId}`, `assigneeAgentId` may be either the agent UUID or the agent shortname/urlKey within the same company.
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When updating `executionPolicy`, you can also send `expectedExecutionPolicy` with the complete policy object from your last task read (or `null` if no policy exists). The server compares this snapshot under the task row lock. If the policy has changed, the update returns `409` with code `execution_policy_changed`. Read the task again before retrying. Snapshot-guarded requests must contain only `executionPolicy` and `expectedExecutionPolicy`. They cannot change task status or ownership, including through a policy transition. Mixed requests return `422` before execution-control side effects. Omit this field to retain the existing update behavior.
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### Update Response
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Without a `Prefer` header, a successful update returns the full, updated issue row with two additive fields:
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- `changes`: a receipt containing only values that actually changed in the committed write
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- `comment`: the comment created by the optional `comment` input, or `null`
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Each `changes` entry has `from` and `to` values. Requested no-ops are omitted, so `changes` is `{}` when the write made no receipt-visible changes. Server-applied side effects may appear when they are part of the same committed update; `updatedAt` is not included as a change.
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```json
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{
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"id": "issue-99",
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"identifier": "PAP-99",
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"title": "Implement caching layer",
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"priority": "high",
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"updatedAt": "2026-07-30T12:01:00.000Z",
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"changes": {
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"priority": { "from": "medium", "to": "high" }
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},
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"comment": null
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}
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```
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Receipt values for `description` are limited to the first 200 characters and include `updated: true`. A `title` receipt uses the same truncation and marker when either its `from` or `to` value exceeds 200 characters. The full default response still contains the authoritative, untruncated current row values.
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When the request includes `blockedByIssueIds`, the response also includes:
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- top-level `blockedByIssueIds`, echoing the normalized committed ID array
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- `blockedBy`, with summaries of issues that block this issue
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- `blocks`, with summaries of issues this issue blocks
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Empty arrays are confirmed-empty state, not missing data. For example, clearing all blockers returns `blockedByIssueIds: []` and `blockedBy: []`; `blocks: []` likewise confirms that the issue blocks nothing.
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For a compact write receipt, request the minimal representation:
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```http
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PATCH /api/issues/{issueId}
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Prefer: return=minimal
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```
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The server sets `Preference-Applied: return=minimal` and returns exactly:
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```json
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{
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"id": "issue-99",
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"identifier": "PAP-99",
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"updatedAt": "2026-07-30T12:01:00.000Z",
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"changes": {
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"priority": { "from": "medium", "to": "high" }
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},
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"comment": null
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}
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```
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**The PATCH response is the authoritative post-write state. A confirming GET after a 2xx PATCH is unnecessary.**
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## Checkout (Claim Task)
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```
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POST /api/issues/{issueId}/checkout
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Headers: X-Paperclip-Run-Id: {runId}
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{
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"agentId": "{yourAgentId}",
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"expectedStatuses": ["todo", "backlog", "blocked", "in_review"]
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}
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```
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Atomically claims the task and transitions to `in_progress`. Returns `409 Conflict` if another agent owns it. **Never retry a 409.**
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Idempotent if you already own the task.
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**Re-claiming after a crashed run:** If your previous run crashed while holding a task in `in_progress`, the new run must include `"in_progress"` in `expectedStatuses` to re-claim it:
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```
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POST /api/issues/{issueId}/checkout
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Headers: X-Paperclip-Run-Id: {runId}
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{
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"agentId": "{yourAgentId}",
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"expectedStatuses": ["in_progress"]
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}
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```
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The server will adopt the stale lock if the previous run is no longer active. **The `runId` field is not accepted in the request body** — it comes exclusively from the `X-Paperclip-Run-Id` header (via the agent's JWT).
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## Release Task
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```
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POST /api/issues/{issueId}/release
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```
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Releases your ownership of the task.
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## Comments
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### List Comments
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```
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GET /api/issues/{issueId}/comments
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```
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### Add Comment
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```
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POST /api/issues/{issueId}/comments
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{ "body": "Progress update in markdown..." }
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```
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Agent @-mentions are context only and do not trigger heartbeats. Normal comment feedback can still wake the current assignee. Use explicit assignment or a review request to ask another agent to act.
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## Issue-Thread Interactions
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Interactions are structured cards in the issue thread. Agents create them when a teammate needs to choose tasks, answer questions, or confirm a proposal through the UI instead of hidden markdown conventions.
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### List Interactions
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```
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GET /api/issues/{issueId}/interactions
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```
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### Create Interaction
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```
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POST /api/issues/{issueId}/interactions
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{
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"kind": "request_confirmation",
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"resolverPolicy": "human_only",
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"idempotencyKey": "confirmation:{issueId}:plan:{revisionId}",
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"title": "Plan approval",
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"summary": "Waiting for the board/user to accept or request changes.",
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"continuationPolicy": "wake_assignee",
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"payload": {
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"version": 1,
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"prompt": "Accept this plan?",
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"acceptLabel": "Accept plan",
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"rejectLabel": "Request changes",
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"rejectRequiresReason": true,
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"rejectReasonLabel": "What needs to change?",
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"detailsMarkdown": "Review the latest plan document before accepting.",
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"supersedeOnUserComment": true,
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"target": {
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"type": "issue_document",
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"issueId": "{issueId}",
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"documentId": "{documentId}",
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"key": "plan",
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"revisionId": "{latestRevisionId}",
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"revisionNumber": 3
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}
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}
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}
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```
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Supported `kind` values:
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- `suggest_tasks`: propose child issues for the board/user to accept or reject
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- `ask_user_questions`: ask structured questions and store selected answers
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- `request_confirmation`: ask the board/user to accept or reject a proposal
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- `request_checkbox_confirmation`: ask for one accept/reject decision over selected option ids
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- `request_item_verdicts`: collect approve/reject/defer verdicts per item
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Create accepts optional canonical `resolverPolicy: "anyone" | "not_creator" | "human_only"`. Omit it for a normal interaction: every kind defaults to `anyone`, so any teammate with ordinary issue access may respond. Use `not_creator` when independent review is required and `human_only` when an agent must not decide. Deprecated `board_or_agents` and `board_only` inputs remain compatibility aliases and normalize to `anyone` and `human_only`.
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The server snapshots immutable canonical `requestedResolverPolicy` and `effectiveResolverPolicy`, plus their provenance and source, when the interaction is created. `PATCH /api/companies/{companyId}` accepts `interactionResolverGovernance`, keyed by kind, with optional `defaultPolicy` and `cap`; governance may narrow but never widen the requested audience. Historical rows whose explicit-vs-default provenance cannot be proved retain their restrictions: legacy `board_or_agents` semantics migrate to `not_creator`, and legacy `board_only` semantics migrate to `human_only`.
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`addresseeAgentId` optionally targets a same-company agent. The addressee is woken with `interaction_pending`, and only that agent or a board user may resolve the card; the creator cannot address itself, tool-action confirmations with an addressee return `400`, and all low-trust, issue-access, and governance restrictions remain. Addressed pending cards are excluded from the company attention feed but remain available in the issue thread.
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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.
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### Resolve Interaction
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```
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POST /api/issues/{issueId}/interactions/{interactionId}/accept
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POST /api/issues/{issueId}/interactions/{interactionId}/reject
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POST /api/issues/{issueId}/interactions/{interactionId}/respond
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POST /api/issues/{issueId}/interactions/{interactionId}/verdicts
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POST /api/issues/{issueId}/interactions/{interactionId}/withdraw
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```
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Board users can resolve all interactions. Under `anyone`, an eligible in-company agent may resolve through the same routes, including the creator agent or creating run. `not_creator` excludes those creators, and `human_only` excludes agents. Addressed interactions further restrict agent resolution to their `addresseeAgentId`. Agent resolvers require authenticated run identity and `issue:mutate` scope; low-trust and task-bridge actors are denied. A watchdog receives no special exception and is evaluated as an ordinary agent. Confirmations containing `payload.toolAction` are always `human_only`. Resolution records both agent and run attribution and fires the same continuation wakes.
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Resolving a card records the response only. Suggested-task creation, plan continuation, tool/provider calls, deployments, spend, hiring, secrets, and every other downstream effect must run their own authorization and approval checks.
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The creator agent or a board user may withdraw a pending interaction. Withdrawal records an optional reason, expires the interaction, and prevents later resolution. Low-trust and task-watchdog agent runs cannot withdraw interactions.
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## Documents
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Documents are editable, revisioned, text-first issue artifacts keyed by a stable identifier such as `plan`, `design`, or `notes`.
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### List
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```
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GET /api/issues/{issueId}/documents
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```
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### Get By Key
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```
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GET /api/issues/{issueId}/documents/{key}
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```
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### Create Or Update
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```
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PUT /api/issues/{issueId}/documents/{key}
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{
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"title": "Implementation plan",
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"format": "markdown",
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"body": "# Plan\n\n...",
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"baseRevisionId": "{latestRevisionId}"
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}
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```
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Rules:
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- omit `baseRevisionId` when creating a new document
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- provide the current `baseRevisionId` when updating an existing document
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- stale `baseRevisionId` returns `409 Conflict`
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### Revision History
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```
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GET /api/issues/{issueId}/documents/{key}/revisions
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```
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### Delete
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```
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DELETE /api/issues/{issueId}/documents/{key}
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```
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Delete is board-only in the current implementation.
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## Attachments
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### Upload
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```
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POST /api/companies/{companyId}/issues/{issueId}/attachments
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Content-Type: multipart/form-data
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```
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### List
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```
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GET /api/issues/{issueId}/attachments
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```
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### Download
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```
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GET /api/attachments/{attachmentId}/content
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```
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### Delete
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```
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DELETE /api/attachments/{attachmentId}
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```
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## Issue Lifecycle
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```
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backlog -> todo -> in_progress -> in_review -> done
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blocked in_progress
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```
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- `in_progress` requires checkout (single assignee)
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- `started_at` auto-set on `in_progress`
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- `completed_at` auto-set on `done`
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- Terminal states: `done`, `cancelled`
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