paperclip/docs/api/issues.md
Dotta 7f893ac4ec
[codex] Harden execution reliability and heartbeat tooling (#3679)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Reliable execution depends on heartbeat routing, issue lifecycle
semantics, telemetry, and a fast enough local verification loop to keep
regressions visible
> - The remaining commits on this branch were mostly server/runtime
correctness fixes plus test and documentation follow-ups in that area
> - Those changes are logically separate from the UI-focused
issue-detail and workspace/navigation branches even when they touch
overlapping issue APIs
> - This pull request groups the execution reliability, heartbeat,
telemetry, and tooling changes into one standalone branch
> - The benefit is a focused review of the control-plane correctness
work, including the follow-up fix that restored the implicit
comment-reopen helpers after branch splitting

## What Changed

- Hardened issue/heartbeat execution behavior, including self-review
stage skipping, deferred mention wakes during active execution, stranded
execution recovery, active-run scoping, assignee resolution, and
blocked-to-todo wake resumption
- Reduced noisy polling/logging overhead by trimming issue run payloads,
compacting persisted run logs, silencing high-volume request logs, and
capping heartbeat-run queries in dashboard/inbox surfaces
- Expanded telemetry and status semantics with adapter/model fields on
task completion plus clearer status guidance in docs/onboarding material
- Updated test infrastructure and verification defaults with faster
route-test module isolation, cheaper default `pnpm test`, e2e isolation
from local state, and repo verification follow-ups
- Included docs/release housekeeping from the branch and added a small
follow-up commit restoring the implicit comment-reopen helpers that were
dropped during branch reconstruction

## Verification

- `pnpm vitest run
server/src/__tests__/issue-comment-reopen-routes.test.ts
server/src/__tests__/issue-telemetry-routes.test.ts`
- `pnpm vitest run server/src/__tests__/http-log-policy.test.ts
server/src/__tests__/heartbeat-run-log.test.ts
server/src/__tests__/health.test.ts`
- `server/src/__tests__/activity-service.test.ts`,
`server/src/__tests__/heartbeat-comment-wake-batching.test.ts`, and
`server/src/__tests__/heartbeat-process-recovery.test.ts` were attempted
on this host but the embedded Postgres harness reported
init-script/data-dir problems and skipped or failed to start, so they
are noted as environment-limited

## Risks

- Medium: this branch changes core issue/heartbeat routing and
reopen/wakeup behavior, so regressions would affect agent execution flow
rather than isolated UI polish
- Because it also updates verification infrastructure, reviewers should
pay attention to whether the new tests are asserting the right failure
modes and not just reshaping harness behavior

## Model Used

- OpenAI Codex coding agent (GPT-5-class runtime in Codex CLI; exact
deployed model ID is not exposed in this environment), reasoning
enabled, tool use and local code execution 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)
- [ ] 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>
2026-04-14 13:34:52 -05:00

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4.5 KiB
Markdown

---
title: Issues
summary: Issue CRUD, checkout/release, comments, documents, and attachments
---
Issues are the unit of work in Paperclip. They support hierarchical relationships, atomic checkout, comments, 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.
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.
## 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.
## 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`