Add planning mode for issue work (#5353)

## Thinking Path

> - Paperclip is a control plane for autonomous AI companies.
> - Issues are the core unit of work, and issue comments are how board
users and agents coordinate execution.
> - Some issue conversations need to produce plans and approvals instead
of immediate implementation work.
> - The existing issue contract did not distinguish standard execution
comments from planning-oriented issue work.
> - This pull request adds an issue work-mode contract and board UI
affordances for standard vs planning mode.
> - The benefit is that planning-mode issues can be created, displayed,
discussed, and carried through agent heartbeat context without losing
the normal issue workflow.

## What Changed

- Added `standard` / `planning` issue work-mode contracts across DB,
shared validators/types, server issue flows, plugin protocol, and
adapter heartbeat payloads.
- Added an idempotent `0081_optimal_dormammu` migration for
`issues.work_mode`, ordered after current `public-gh/master` migrations.
- Updated heartbeat/context summaries and issue-thread interaction
behavior so planning work mode is preserved when creating suggested
follow-up issues.
- Added UI support for planning-mode issue creation, issue rows, detail
composer styling, and composer work-mode toggles.
- Added focused server/shared/UI tests plus a Playwright visual
verification spec for planning-mode surfaces.
- Rebased the branch onto current `public-gh/master` and added durable
planning-mode screenshots under `doc/assets/pap-3368/`.

## Verification

- `pnpm --filter @paperclipai/db run check:migrations`
- `pnpm exec vitest run --project @paperclipai/shared
packages/shared/src/validators/issue.test.ts`
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/heartbeat-context-summary.test.ts
server/src/__tests__/issue-thread-interactions-service.test.ts
server/src/__tests__/issues-goal-context-routes.test.ts --pool=forks
--poolOptions.forks.isolate=true`
- `pnpm exec vitest run --project @paperclipai/ui
ui/src/components/IssueChatThread.test.tsx
ui/src/components/NewIssueDialog.test.tsx
ui/src/components/IssueRow.test.tsx ui/src/pages/IssueDetail.test.tsx`
- `pnpm exec vitest run --project @paperclipai/adapter-utils
packages/adapter-utils/src/server-utils.test.ts`
- `PAPERCLIP_E2E_SKIP_LLM=true npx playwright test --config
tests/e2e/playwright.config.ts
tests/e2e/planning-mode-visual-verification.spec.ts`

## Screenshots

Desktop planning detail:

![Desktop planning
detail](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/desktop-planning-detail.png)

Desktop planning row:

![Desktop planning
row](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/desktop-planning-row.png)

Desktop staged standard toggle:

![Desktop staged standard
toggle](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/desktop-standard-toggle.png)

Mobile planning detail:

![Mobile planning
detail](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/mobile-planning-detail.png)

Mobile planning row:

![Mobile planning
row](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-3368-plan-a-planning-mode-for-issues/doc/assets/pap-3368/mobile-planning-row.png)

## Risks

- Medium migration risk: this adds a non-null issue column. The
migration uses `ADD COLUMN IF NOT EXISTS` so installations that applied
an older branch-local migration number can still apply the final
numbered migration safely.
- Medium contract risk: issue payloads, plugin payloads, and adapter
heartbeat payloads now include work mode; compatibility is handled by
defaulting missing values to `standard`.
- UI risk is moderate because composer controls changed; focused
component tests and visual e2e coverage exercise standard vs planning
display and toggle behavior.

> 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 coding agent in a local Paperclip worktree, with
shell/tool use. Exact context-window size is not exposed in this
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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] 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>
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Dotta 2026-05-06 07:01:28 -05:00 committed by GitHub
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65 changed files with 1539 additions and 214 deletions

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@ -405,6 +405,42 @@ describe("NewIssueDialog", () => {
goalId: "goal-1",
projectId: "project-1",
executionWorkspaceId: "workspace-1",
workMode: "standard",
}),
);
act(() => root.unmount());
});
it("restores the planning mode from dialog defaults", async () => {
dialogState.newIssueDefaults = {
title: "Planned from defaults",
workMode: "planning",
};
const { root } = renderDialog(container);
await flush();
const planningButton = container.querySelector('[data-issue-work-mode="planning"]');
expect(planningButton?.className).toContain("bg-accent");
const submitButton = Array.from(container.querySelectorAll("button"))
.find((button) => button.textContent?.includes("Create Issue"));
expect(submitButton).not.toBeUndefined();
await vi.waitFor(() => {
expect(submitButton?.hasAttribute("disabled")).toBe(false);
});
await act(async () => {
submitButton!.dispatchEvent(new MouseEvent("click", { bubbles: true }));
});
await flush();
expect(mockIssuesApi.create).toHaveBeenCalledWith(
"company-1",
expect.objectContaining({
title: "Planned from defaults",
workMode: "planning",
}),
);
@ -545,6 +581,45 @@ describe("NewIssueDialog", () => {
expect.objectContaining({
title: "Typed issue",
description: "Typed description",
workMode: "standard",
}),
);
act(() => root.unmount());
});
it("submits planning work mode when planning is selected", async () => {
const { root } = renderDialog(container);
await flush();
const titleInput = container.querySelector('textarea[placeholder="Issue title"]') as HTMLTextAreaElement | null;
expect(titleInput).not.toBeNull();
await typeTextareaValue(titleInput!, "Plan this first");
const planningButton = container.querySelector('[data-issue-work-mode="planning"]');
expect(planningButton).not.toBeNull();
await act(async () => {
planningButton!.dispatchEvent(new MouseEvent("click", { bubbles: true }));
});
await flush();
const submitButton = Array.from(container.querySelectorAll("button"))
.find((button) => button.textContent?.includes("Create Issue"));
expect(submitButton).not.toBeUndefined();
await vi.waitFor(() => {
expect(submitButton?.hasAttribute("disabled")).toBe(false);
});
await act(async () => {
submitButton!.dispatchEvent(new MouseEvent("click", { bubbles: true }));
});
await flush();
expect(mockIssuesApi.create).toHaveBeenCalledWith(
"company-1",
expect.objectContaining({
title: "Plan this first",
workMode: "planning",
}),
);