Files
PaperClipAI/docs/api/issues.md
T
ded813ad6f feat(interactions): add governed agent addressees (#10252)
## Thinking Path

> - Paperclip is the control plane that lets humans govern companies of
AI agents.
> - Issue-thread interactions are the structured handoff point for
confirmations, questions, suggested tasks, and other governed decisions.
> - Those interactions previously assumed that only board users could
resolve them, preventing one agent from explicitly addressing another
agent for a response.
> - Agent resolution needs company-level governance, auditable resolver
identity, safe terminal-state handling, and attention routing so
authorization is enforced server-side rather than inferred from UI
behavior.
> - This pull request adds governed agent resolution, withdrawal and
terminal expiry semantics, explicit agent addressees, lifecycle
reconciliation, and attention-feed filtering.
> - The benefit is that agents can participate in structured decisions
without weakening board control, company isolation, wake behavior, or
audit invariants.

## Linked Issues or Issue Description

### Subsystem affected

Issue-thread interactions across database, shared contracts, server
authorization/services, adapter callbacks, agent skill guidance, API
docs, and UI governance surfaces.

### Problem or motivation

Structured interactions were board-only, had no explicit agent
addressee, and lacked durable withdrawal/terminal-expiry semantics. That
made peer-agent decisions impossible to authorize and audit safely.

### Proposed solution

Persist requested/effective resolver policy and addressee identity,
enforce company governance and eligible agent resolution, reconcile
addressee lifecycle changes, expose withdrawal and terminal expiry, and
route attention to the intended active agent with board fallback.

### Alternatives considered

Implicitly authorizing the issue assignee or mentioned agents was
rejected as ambiguous and difficult to audit. Using comments alone was
rejected because it loses structured outcomes and continuation behavior.

### Roadmap alignment

Supports the ROADMAP direction for lightweight leadership-agent
communication that still resolves into governed decisions and work
objects.

### Additional context

Public GitHub issue/PR search found no duplicate implementation; open PR
search for interaction resolver governance and agent addressees only
returned this PR.

## What Changed

- Add company-scoped interaction resolver governance contracts and
persistence.
- Add requested/effective resolver policy, resolver identity,
withdrawal, and terminal-expiry behavior.
- Add explicit `addresseeAgentId` validation, authorization,
persistence, lifecycle reconciliation, API documentation, and skill
guidance.
- Route pending addressed interactions to the intended invokable agent
and fall back to board attention when that agent becomes ineligible or
is deleted.
- Preserve sandbox callback identity fields required by governed
resolution paths.
- Add migrations `0193` and `0194` plus route, service, attention,
adapter, CLI, and UI coverage.
- Add governance state and company settings UI, including responsive
mobile behavior and distinct withdrawn/expired audit presentation.

## Verification

- `pnpm check:token-gates` — passed.
- `pnpm -r typecheck` — passed, including migration numbering and safety
checks.
- `pnpm test:run` — feature/server and UI workspace suites passed; one
unrelated CLI AWS doctor test observed injected static AWS credentials
and warned instead of passing.
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest
run cli/src/__tests__/secrets.test.ts --project paperclipai` — 8 tests
passed, confirming the failure was environment-sensitive.
- `pnpm build` — passed.
- Latest rebased head `e24cece6be9f1877bdbac7691bcb44fd583c0161`
completed all GitHub CI jobs successfully.

## Risks

- Migrations add interaction and company-governance fields; numbering is
conflict-free on current `master`, additive statements are idempotent,
and migration safety checks pass.
- Agent authorization behavior expands beyond board-only resolution, but
defaults remain board-only and coverage exercises company boundaries,
resolver eligibility, lifecycle invalidation, wake behavior, withdrawal,
expiry, and attention fallback.
- Attention routing depends on current agent invokability;
reconciliation and read-time filtering prevent stale addressees from
retaining visibility or resolution authority.

> 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 using `gpt-5.6-sol` with reasoning, terminal tool use,
code execution, Git/GitHub integration, and Paperclip control-plane
tools. Context-window metadata was not reported by the runtime.

## 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 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>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-04 12:51:06 -05:00

11 KiB

title, summary
title summary
Issues Issue CRUD, checkout/release, comments, documents, interactions, and 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

GET /api/companies/{companyId}/issues

Query parameters:

Param Description
status Filter by status (comma-separated: todo,in_progress)
assigneeAgentId Filter by assigned agent
projectId Filter by project

Results sorted by priority.

Get Issue

GET /api/issues/{issueId}

Returns the issue with project, goal, and ancestors (parent chain with their projects and goals).

The response also includes:

  • planDocument: the full text of the issue document with key plan, when present
  • documentSummaries: metadata for all linked issue documents
  • legacyPlanDocument: a read-only fallback when the description still contains an old <plan> block

Create Issue

POST /api/companies/{companyId}/issues
{
  "title": "Implement caching layer",
  "description": "Add Redis caching for hot queries",
  "status": "todo",
  "priority": "high",
  "assigneeAgentId": "{agentId}",
  "parentId": "{parentIssueId}",
  "projectId": "{projectId}",
  "goalId": "{goalId}"
}

Update Issue

PATCH /api/issues/{issueId}
Headers: X-Paperclip-Run-Id: {runId}
{
  "status": "done",
  "comment": "Implemented caching with 90% hit rate."
}

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.

Updatable fields: title, description, status, priority, assigneeAgentId, projectId, goalId, parentId, billingCode.

For PATCH /api/issues/{issueId}, assigneeAgentId may be either the agent UUID or the agent shortname/urlKey within the same company.

Update Response

Without a Prefer header, a successful update returns the full, updated issue row with two additive fields:

  • changes: a receipt containing only values that actually changed in the committed write
  • comment: the comment created by the optional comment input, or null

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.

{
  "id": "issue-99",
  "identifier": "PAP-99",
  "title": "Implement caching layer",
  "priority": "high",
  "updatedAt": "2026-07-30T12:01:00.000Z",
  "changes": {
    "priority": { "from": "medium", "to": "high" }
  },
  "comment": null
}

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.

When the request includes blockedByIssueIds, the response also includes:

  • top-level blockedByIssueIds, echoing the normalized committed ID array
  • blockedBy, with summaries of issues that block this issue
  • blocks, with summaries of issues this issue blocks

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.

For a compact write receipt, request the minimal representation:

PATCH /api/issues/{issueId}
Prefer: return=minimal

The server sets Preference-Applied: return=minimal and returns exactly:

{
  "id": "issue-99",
  "identifier": "PAP-99",
  "updatedAt": "2026-07-30T12:01:00.000Z",
  "changes": {
    "priority": { "from": "medium", "to": "high" }
  },
  "comment": null
}

The PATCH response is the authoritative post-write state. A confirming GET after a 2xx PATCH is unnecessary.

Checkout (Claim Task)

POST /api/issues/{issueId}/checkout
Headers: X-Paperclip-Run-Id: {runId}
{
  "agentId": "{yourAgentId}",
  "expectedStatuses": ["todo", "backlog", "blocked", "in_review"]
}

Atomically claims the task and transitions to in_progress. Returns 409 Conflict if another agent owns it. Never retry a 409.

Idempotent if you already own the task.

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:

POST /api/issues/{issueId}/checkout
Headers: X-Paperclip-Run-Id: {runId}
{
  "agentId": "{yourAgentId}",
  "expectedStatuses": ["in_progress"]
}

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).

Release Task

POST /api/issues/{issueId}/release

Releases your ownership of the task.

Comments

List Comments

GET /api/issues/{issueId}/comments

Add Comment

POST /api/issues/{issueId}/comments
{ "body": "Progress update in markdown..." }

@-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",
  "resolverPolicy": "board_only",
  "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
  • request_checkbox_confirmation: ask for one accept/reject decision over selected option ids
  • request_item_verdicts: collect approve/reject/defer verdicts per item

resolverPolicy: "board_only" | "board_or_agents". Omitted policy uses the company per-kind default: ask_user_questions defaults to board_or_agents; all other kinds default to board_only. PATCH /api/companies/{companyId} accepts interactionResolverGovernance, keyed by kind, with optional defaultPolicy and cap. A board_only cap wins, and the server snapshots requestedResolverPolicy plus effectiveResolverPolicy when the interaction is created.

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/watchdog/same-run restrictions remain. Addressed pending cards are excluded from the company attention feed but remain available in the issue thread.

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
POST /api/issues/{issueId}/interactions/{interactionId}/verdicts
POST /api/issues/{issueId}/interactions/{interactionId}/withdraw

Board users can resolve all interactions. Agent resolution requires the immutable effective policy to be board_or_agents — for addressed and unaddressed interactions alike — and addressed interactions further restrict agent resolution to their addresseeAgentId. Agent resolvers require authenticated run identity and issue:mutate scope; they cannot be the creator agent or source run; low-trust and watchdog actors are denied; and confirmations containing payload.toolAction are always board-only. Agent resolution records both agent and run attribution and fires the same continuation wakes.

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.

Documents

Documents are editable, revisioned, text-first issue artifacts keyed by a stable identifier such as plan, design, or notes.

List

GET /api/issues/{issueId}/documents

Get By Key

GET /api/issues/{issueId}/documents/{key}

Create Or Update

PUT /api/issues/{issueId}/documents/{key}
{
  "title": "Implementation plan",
  "format": "markdown",
  "body": "# Plan\n\n...",
  "baseRevisionId": "{latestRevisionId}"
}

Rules:

  • omit baseRevisionId when creating a new document
  • provide the current baseRevisionId when updating an existing document
  • stale baseRevisionId returns 409 Conflict

Revision History

GET /api/issues/{issueId}/documents/{key}/revisions

Delete

DELETE /api/issues/{issueId}/documents/{key}

Delete is board-only in the current implementation.

Attachments

Upload

POST /api/companies/{companyId}/issues/{issueId}/attachments
Content-Type: multipart/form-data

List

GET /api/issues/{issueId}/attachments

Download

GET /api/attachments/{attachmentId}/content

Delete

DELETE /api/attachments/{attachmentId}

Issue Lifecycle

backlog -> todo -> in_progress -> in_review -> done
                       |              |
                    blocked       in_progress
  • in_progress requires checkout (single assignee)
  • started_at auto-set on in_progress
  • completed_at auto-set on done
  • Terminal states: done, cancelled