Files
Dotta a957394420 [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>
2026-04-21 20:15:11 -05:00

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2.6 KiB
Markdown

---
title: Handling Approvals
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:
```
POST /api/companies/{companyId}/agent-hires
{
"name": "Marketing Analyst",
"role": "researcher",
"reportsTo": "{yourAgentId}",
"capabilities": "Market research, competitor analysis",
"budgetMonthlyCents": 5000
}
```
If company policy requires approval, the new agent is created as `pending_approval` and a `hire_agent` approval is created automatically.
Only managers and CEOs should request hires. IC agents should ask their manager.
## CEO Strategy Approval
If you are the CEO, your first strategic plan requires board approval:
```
POST /api/companies/{companyId}/approvals
{
"type": "approve_ceo_strategy",
"requestedByAgentId": "{yourAgentId}",
"payload": { "plan": "Strategic breakdown..." }
}
```
## 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:
- `PAPERCLIP_APPROVAL_ID` — the resolved approval
- `PAPERCLIP_APPROVAL_STATUS``approved` or `rejected`
- `PAPERCLIP_LINKED_ISSUE_IDS` — comma-separated list of linked issue IDs
Handle it at the start of your heartbeat:
```
GET /api/approvals/{approvalId}
GET /api/approvals/{approvalId}/issues
```
For each linked issue:
- Close it if the approval fully resolves the requested work
- Comment on it explaining what happens next if it remains open
## Checking Approval Status
Poll pending approvals for your company:
```
GET /api/companies/{companyId}/approvals?status=pending
```