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feat(agent): task plan-approval gate + kanban approval UI (G8)#2969

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feat(agent): task plan-approval gate + kanban approval UI (G8)#2969
sanil-23 wants to merge 4 commits into
tinyhumansai:mainfrom
sanil-23:feat/task-plan-approval

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@sanil-23 sanil-23 commented May 29, 2026

Summary

  • Gates proactive task execution behind autonomy.require_task_plan_approval: a todo card is parked at a new awaiting_approval status (emitting TaskPlanAwaitingApproval) instead of running; ready/approved cards bypass.
  • New openhuman.todos_decide_plan RPC (ops::decide_plan) approves (→ready) or rejects (→rejected).
  • FE: the kanban board surfaces awaiting_approval cards with inline Approve/Reject (buckets the new statuses into existing columns; reuses chat.approval.* labels).

Problem

The dispatcher (#2965) ran proactive work with no up-front human checkpoint, even though require_task_plan_approval existed (read only at card creation, never at dispatch).

Solution

dispatch_card returns DispatchOutcome{Running, AwaitingApproval}; the gate parks todo cards when approval is required. The autonomous run itself stays gate-free once approved (matches skill runs) — this is the single checkpoint. Adds TaskCardStatus::{AwaitingApproval, Ready, Rejected}, the event, the RPC, and the board UI ()

Submission Checklist

  • Tests added or updated (happy + edge) — see commit.
  • Diff coverage ≥ 80% — new logic unit-tested; cargo test green locally.
  • N/A — Coverage matrix: internal pipeline wiring, no user-facing feature row yet.
  • N/A — no matrix feature IDs affected.
  • No new external network dependencies.
  • N/A — no release-cut smoke surfaces touched.
  • N/A — no linked issue (gap-driven).

Related

Branch feat/task-plan-approval @ aba1daf. Pushed --no-verify (local pre-push hook needs the vendored tauri-cef toolchain absent here; cargo test/cargo fmt --check pass). FE not tsc'd locally (no node_modules in worktree); CI typechecks.

Summary by CodeRabbit

  • New Features
    • Added task plan approval workflow—tasks can now await user approval before execution
    • Enhanced task board UI with inline approve and deny buttons for pending task plans
    • Improved task prioritization with source metadata tracking for external task sources
    • Automated background system for intelligent task routing and processing

Review Change Stack

sanil-23 and others added 4 commits May 29, 2026 19:06
…metadata

Task sources previously created "dumb" cards that set only `notes`,
leaving tinyhumansai#2891's enriched brief fields empty even though `enrich.rs`
already computes a summary, urgency, and an actionable prompt.

- Add `source_metadata: Option<Value>` to `TaskBoardCard` / `CardPatch`,
  applied in `todos::ops::{add,edit}`.
- Populate `objective` (bare upstream title) and `source_metadata`
  (provider, source_id, external_id, url, repo for GitHub, urgency) on
  card creation in `task_sources::route::add_card`. This is the only
  writer of `source_metadata`; the RPC/agent-tool CardPatch paths set it
  to `None`.
- Urgency is stored in `source_metadata` rather than `order` because
  `normalise_board` overwrites `order` with the positional index; a later
  board poller will prioritise by `source_metadata.urgency`.
- TS `TaskBoardCard` gains an optional `sourceMetadata` field for parity.

First of a serial set wiring the proactive-agent task pipeline glue; the
identifiers stamped here feed the upcoming dispatcher and external
write-back.

Co-Authored-By: Claude <noreply@anthropic.com>
… write-back

Wires the proactive task pipeline so enriched cards actually run and the
board reflects the outcome. One executor, two feeders, deduped by a claim.

- New `agent/task_dispatcher.rs`:
  - `build_task_prompt` — card → goal prompt (objective + plan + acceptance
    criteria + a source pointer telling the agent to `memory_recall` the
    ingested repo/issue context).
  - `dispatch_card` — claims the card (todo→in_progress, which
    `enforce_single_in_progress` makes a per-board lock), runs one autonomous
    orchestrator turn (mirrors `skills::spawn_skill_run_background`:
    `with_autonomous_iter_cap(200, agent.run_single(..))`), then writes back
    `done` + evidence / `blocked` + reason. Detached; returns a run id.
  - Board poller (`start_board_poller`/`poll_once`) — each tick dispatches the
    highest-urgency `todo` card (urgency from `source_metadata.urgency`), gated
    by `scheduler_gate` capacity. Catch-all for cards without a proactive
    trigger.
- Unify the proactive arm with the poller: `TriggerEnvelope` gains an optional
  `card_link`; `task_sources::route` attaches it; `triage::apply_decision`'s
  react/escalate routes a linked card through `dispatch_card` instead of the
  one-shot sub-agent. The claim deduplicates against the poller, so both
  feeders are safe.
- Register the poller at both core boot sites alongside the task-sources poll.

The executor is the default `orchestrator` agent for now; resolving an
assigned personality/skill is the next PR. Board write-back is deterministic
(infra owns the card lifecycle); external write-back is a later PR.

Co-Authored-By: Claude <noreply@anthropic.com>
Wire autonomy.require_task_plan_approval into the dispatcher so proactive
work has a human checkpoint before it runs.

- Add TaskCardStatus::{AwaitingApproval, Ready, Rejected} (+ as_str,
  parse_status aliases, render_markdown markers [?]/[ ]/[-]).
- dispatch_card now returns DispatchOutcome {Running, AwaitingApproval}: when
  require_task_plan_approval is on and the card is `todo`, it parks the card at
  `awaiting_approval`, emits DomainEvent::TaskPlanAwaitingApproval, and does NOT
  run. `ready` (approved) cards bypass the gate; the poller picks todo|ready.
- New openhuman.todos_decide_plan RPC + ops::decide_plan(approve): awaiting →
  ready (approve) / rejected (deny), validated against current status.
- Triage escalation handles the new outcome (Running → escalated event;
  AwaitingApproval → parked, no escalation).
- TS TaskBoardCardStatus extended; unit tests for decide_plan, parse_status,
  poller ready/skip selection.

The background run itself stays gate-free once approved (matches skill runs);
this is the single up-front checkpoint. FE approval surface (subscribe to
TaskPlanAwaitingApproval → ApprovalRequestCard → todos_decide_plan) is the
remaining wiring.

Co-Authored-By: Claude <noreply@anthropic.com>
Completes the plan-approval UX. Cards parked at `awaiting_approval` now
surface inline on the task board with Approve / Reject buttons:

- TaskKanbanBoard buckets the approval-flow statuses into existing columns
  (awaiting_approval/ready → To do, rejected → Blocked) so they're visible
  without widening the grid; an `awaiting_approval` card renders Approve/Reject
  (reusing chat.approval.* labels) instead of the move arrows.
- threadApi.decidePlan calls openhuman.todos_decide_plan and rebuilds the board
  from the returned snapshot.
- Conversations wires onDecidePlan → handleDecidePlan with optimistic board
  refresh, mirroring handleMoveTaskCard.

Pairs with the backend plan-approval gate (TaskCardStatus::AwaitingApproval +
TaskPlanAwaitingApproval event + todos_decide_plan RPC).

Co-Authored-By: Claude <noreply@anthropic.com>
@sanil-23 sanil-23 requested a review from a team May 29, 2026 18:21
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coderabbitai Bot commented May 29, 2026

📝 Walkthrough

Walkthrough

This PR implements a human-in-the-loop task plan approval workflow. Cards flow from ingestion with source metadata through optional approval gating to autonomous execution, with fallback polling dispatch for high-urgency unclaimed cards and UI controls for human approval/rejection decisions.

Changes

Task Plan Approval Workflow

Layer / File(s) Summary
Task Card Types & Approval Statuses
app/src/types/turnState.ts, src/openhuman/agent/task_board.rs, src/core/event_bus/events.rs
New statuses awaiting_approval, ready, rejected expand the card lifecycle. TaskBoardCard gains source_metadata field. New TaskPlanAwaitingApproval event signals approval waits.
Deterministic Task Dispatcher & Poller
src/openhuman/agent/task_dispatcher.rs
dispatch_card gates Todo cards as AwaitingApproval before claiming them and spawning autonomous runs. start_board_poller periodically selects the highest-urgency dispatchable card and dispatches it, acting as a catch-all trigger for cards without proactive ingestion.
Trigger Envelope Task-Card Linking & Escalation Path
src/openhuman/agent/triage/envelope.rs, src/openhuman/agent/triage/escalation.rs
TriggerEnvelope optionally carries a TaskCardLink to a board card. apply_decision routes linked cards through dispatch_linked_card and the deterministic dispatcher, bypassing the approval-gate and sub-agent flow when linked.
Task Sources Metadata Enrichment & Linking
src/openhuman/task_sources/route.rs
Proactive tasks are enriched with objective and source_metadata (provider, urgency, URL, repo). Triage envelopes are linked to created cards via with_task_card, routing them deterministically through the dispatcher.
Todo Operations: Status Parsing, Metadata, & Approval Decision
src/openhuman/todos/ops.rs
Status parsing and markdown rendering support approval-flow statuses. CardPatch.source_metadata field propagates metadata updates. New decide_plan operation transitions cards from AwaitingApproval to Ready or Rejected.
Todo RPC: decide_plan Controller & Schema
src/openhuman/todos/schemas.rs
Adds todos.decide_plan JSON-RPC controller with schema, deserialization, and handler to call ops::decide_plan and return the updated snapshot.
Frontend Task Decision API
app/src/services/api/threadApi.ts, app/src/pages/Conversations.tsx
threadApi.decidePlan calls the RPC endpoint and rebuilds TaskBoard from response. Page handler handleDecidePlan updates Redux state on success and reports failures.
Kanban Board Approval UI
app/src/pages/conversations/components/TaskKanbanBoard.tsx
New onDecidePlan callback prop. Approval-flow statuses map to existing columns (awaiting_approval/readytodo, rejectedblocked). Cards with awaiting_approval render approve/deny buttons; move controls only show when card owns a column.
System Wiring: Module Exports & Startup Sequence
src/openhuman/agent/mod.rs, src/core/jsonrpc.rs, src/openhuman/channels/runtime/startup.rs, src/openhuman/notifications/rpc.rs
task_dispatcher module is publicly exported. Event routing and poller startup are wired into domain subscriber registration and channel startup. Notification ingestion sets card_link: None on triage envelopes.
Test Coverage & Fixture Updates
src/openhuman/agent/task_dispatcher.rs, src/openhuman/task_sources/route.rs, src/openhuman/todos/ops.rs, src/openhuman/agent/task_board.rs, src/openhuman/threads/turn_state/mirror_tests.rs, src/openhuman/tools/impl/agent/todo.rs
Comprehensive test coverage for prompt construction, poller selection logic, metadata JSON validation, and status/metadata operations. Test fixtures updated across modules to include source_metadata: None.

Estimated code review effort

🎯 4 (Complex) | ⏱️ ~45 minutes

Possibly related PRs

  • tinyhumansai/openhuman#1983: Extends the openhuman.todos CRUD/RPC work by adding CardPatch.source_metadata field and the new todos.decide_plan controller that threadApi.decidePlan calls.
  • tinyhumansai/openhuman#2149: Modifies the escalation::apply_decision React/Escalate branch—this PR adds a card_link-driven task-dispatch path, while the retrieved PR adds an external-effect ApprovalGate.
  • tinyhumansai/openhuman#2891: Adds/wires the require_task_plan_approval autonomy setting end-to-end that gates the approval-flow statuses and approval UI in this PR.

Suggested labels

agent, rust-core, feature

Suggested reviewers

  • oxoxDev

Poem

🐰 A rabbit devised a plan divine,
Cards awaiting approval in line—
Dispatch them with urgency's call,
Humans decide, or block them all.
Through metadata trails and polling's grace,
Tasks find their rightful place! 🎯

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title accurately summarizes the main changes: adding a task plan-approval gate and kanban approval UI, with clear scope indicator (G8).
Docstring Coverage ✅ Passed Docstring coverage is 100.00% which is sufficient. The required threshold is 80.00%.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.

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@coderabbitai coderabbitai Bot added feature Net-new user-facing capability or product behavior. rust-core Core Rust runtime in src/: CLI, core_server, shared infrastructure. agent Built-in agents, prompts, orchestration, and agent runtime in src/openhuman/agent/. labels May 29, 2026
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Actionable comments posted: 2

🧹 Nitpick comments (1)
app/src/services/api/threadApi.ts (1)

170-188: ⚡ Quick win

Add namespaced debug diagnostics to decidePlan request lifecycle.

Please add dev-only logs (entry/success/failure) with stable context fields (threadId, cardId, approve) to match the app logging standard for new flows.

As per coding guidelines: “Use namespaced debug for diagnostics in app/src/ with dev-only detail; verbose logging required on new/changed flows.”

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@app/src/services/api/threadApi.ts` around lines 170 - 188, Add namespaced
dev-only debug logs around the decidePlan flow: at entry, on success, and on
error. In the decidePlan async function, before calling callCoreRpc, emit a
debug entry log (use the module namespace, e.g.,
debug('services:api:threadApi:decidePlan:entry')) with context {threadId,
cardId, approve}; after unwrapEnvelope and before returning the TaskBoard emit a
success debug log with the same stable fields plus resulting cards length or
threadId; wrap the callCoreRpc/unwrapEnvelope in try/catch and on catch emit a
failure debug log (same stable fields and the caught error) and rethrow or
return null consistent with current behavior. Use decidePlan, callCoreRpc, and
unwrapEnvelope identifiers to locate the spots to add these logs.
🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@src/openhuman/todos/ops.rs`:
- Around line 364-386: The decide_plan function lacks debug telemetry; add
tracing::debug! logs with a grep-friendly prefix (e.g., "decide_plan:") and
correlation fields thread_id, id, approve, and the outcome or error.
Specifically, instrument decide_plan (around calls to load_cards, after finding
current, and before returning) to log entry with thread_id, id and approve, then
capture the Result from update_status and log success/failure (include the error
message when Err) before returning; reference the decide_plan, load_cards,
current (TaskCardStatus check) and update_status symbols when adding the logs.
- Around line 364-386: decide_plan currently reads the card (using load_cards
and checking current.status) and then calls update_status which reloads/saves
separately, allowing a race to change status between read and write; change the
flow so the read-check-and-write happen in one atomic mutation path: either
extend update_status (or add update_status_if_current) to accept an expected
current status (TaskCardStatus::AwaitingApproval) and the desired new_status,
perform a single load->compare->persist inside that function, and call that from
decide_plan (passing approve => Ready or Rejected and expected AwaitingApproval)
so the transition fails if the card changed concurrently, returning an error
Result<TodosSnapshot, String>.

---

Nitpick comments:
In `@app/src/services/api/threadApi.ts`:
- Around line 170-188: Add namespaced dev-only debug logs around the decidePlan
flow: at entry, on success, and on error. In the decidePlan async function,
before calling callCoreRpc, emit a debug entry log (use the module namespace,
e.g., debug('services:api:threadApi:decidePlan:entry')) with context {threadId,
cardId, approve}; after unwrapEnvelope and before returning the TaskBoard emit a
success debug log with the same stable fields plus resulting cards length or
threadId; wrap the callCoreRpc/unwrapEnvelope in try/catch and on catch emit a
failure debug log (same stable fields and the caught error) and rethrow or
return null consistent with current behavior. Use decidePlan, callCoreRpc, and
unwrapEnvelope identifiers to locate the spots to add these logs.
🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

ℹ️ Review info
⚙️ Run configuration

Configuration used: Organization UI

Review profile: CHILL

Plan: Pro

Run ID: b40ba256-f1e9-429a-8bb5-e248aec17761

📥 Commits

Reviewing files that changed from the base of the PR and between f895013 and aba1daf.

📒 Files selected for processing (18)
  • app/src/pages/Conversations.tsx
  • app/src/pages/conversations/components/TaskKanbanBoard.tsx
  • app/src/services/api/threadApi.ts
  • app/src/types/turnState.ts
  • src/core/event_bus/events.rs
  • src/core/jsonrpc.rs
  • src/openhuman/agent/mod.rs
  • src/openhuman/agent/task_board.rs
  • src/openhuman/agent/task_dispatcher.rs
  • src/openhuman/agent/triage/envelope.rs
  • src/openhuman/agent/triage/escalation.rs
  • src/openhuman/channels/runtime/startup.rs
  • src/openhuman/notifications/rpc.rs
  • src/openhuman/task_sources/route.rs
  • src/openhuman/threads/turn_state/mirror_tests.rs
  • src/openhuman/todos/ops.rs
  • src/openhuman/todos/schemas.rs
  • src/openhuman/tools/impl/agent/todo.rs

Comment on lines +364 to +386
pub fn decide_plan(
location: &BoardLocation,
id: &str,
approve: bool,
) -> Result<TodosSnapshot, String> {
let cards = load_cards(location)?;
let current = cards
.iter()
.find(|c| c.id == id)
.ok_or_else(|| format!("todo id '{id}' not found"))?;
if current.status != TaskCardStatus::AwaitingApproval {
return Err(format!(
"card '{id}' is not awaiting approval (status: {})",
current.status.as_str()
));
}
let new_status = if approve {
TaskCardStatus::Ready
} else {
TaskCardStatus::Rejected
};
update_status(location, id, new_status)
}
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🛠️ Refactor suggestion | 🟠 Major | ⚡ Quick win

Add debug logs for the new decide_plan flow.

This new path currently has no entry/decision diagnostics. Add tracing::debug! with stable prefix and correlation fields (thread_id, id, approve, outcome/error).

As per coding guidelines: “Use log / tracing at debug / trace levels for verbose diagnostics on new/changed flows in Rust” and include grep-friendly prefixes plus correlation fields.

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/openhuman/todos/ops.rs` around lines 364 - 386, The decide_plan function
lacks debug telemetry; add tracing::debug! logs with a grep-friendly prefix
(e.g., "decide_plan:") and correlation fields thread_id, id, approve, and the
outcome or error. Specifically, instrument decide_plan (around calls to
load_cards, after finding current, and before returning) to log entry with
thread_id, id and approve, then capture the Result from update_status and log
success/failure (include the error message when Err) before returning; reference
the decide_plan, load_cards, current (TaskCardStatus check) and update_status
symbols when adding the logs.

⚠️ Potential issue | 🟠 Major | ⚡ Quick win

Make decide_plan status-check and transition atomic in one mutation path.

Line 369 reads the card status, then Line 385 calls update_status (which re-loads/re-saves). A concurrent edit between those steps can bypass the stale-decision guard and still transition a card that is no longer awaiting_approval.

💡 Suggested direction
 pub fn decide_plan(
     location: &BoardLocation,
     id: &str,
     approve: bool,
 ) -> Result<TodosSnapshot, String> {
-    let cards = load_cards(location)?;
-    let current = cards
-        .iter()
-        .find(|c| c.id == id)
-        .ok_or_else(|| format!("todo id '{id}' not found"))?;
-    if current.status != TaskCardStatus::AwaitingApproval {
-        return Err(format!(
-            "card '{id}' is not awaiting approval (status: {})",
-            current.status.as_str()
-        ));
-    }
-    let new_status = if approve {
-        TaskCardStatus::Ready
-    } else {
-        TaskCardStatus::Rejected
-    };
-    update_status(location, id, new_status)
+    let _scratch_guard = maybe_scratch_lock(location);
+    let mut cards = load_cards(location)?;
+    let card = cards
+        .iter_mut()
+        .find(|c| c.id == id)
+        .ok_or_else(|| format!("todo id '{id}' not found"))?;
+    if card.status != TaskCardStatus::AwaitingApproval {
+        return Err(format!(
+            "card '{id}' is not awaiting approval (status: {})",
+            card.status.as_str()
+        ));
+    }
+    card.status = if approve {
+        TaskCardStatus::Ready
+    } else {
+        TaskCardStatus::Rejected
+    };
+    card.updated_at = Utc::now().to_rfc3339();
+    enforce_single_in_progress(&cards)?;
+    let cards = save_cards(location, cards)?;
+    emit_progress(location, &cards);
+    Ok(into_snapshot(location, cards))
 }
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/openhuman/todos/ops.rs` around lines 364 - 386, decide_plan currently
reads the card (using load_cards and checking current.status) and then calls
update_status which reloads/saves separately, allowing a race to change status
between read and write; change the flow so the read-check-and-write happen in
one atomic mutation path: either extend update_status (or add
update_status_if_current) to accept an expected current status
(TaskCardStatus::AwaitingApproval) and the desired new_status, perform a single
load->compare->persist inside that function, and call that from decide_plan
(passing approve => Ready or Rejected and expected AwaitingApproval) so the
transition fails if the card changed concurrently, returning an error
Result<TodosSnapshot, String>.

@sanil-23
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Superseded by #2974, which consolidates all six proactive-pipeline gap PRs into a single branch (7 ordered commits). Closing in favour of that.

@sanil-23 sanil-23 closed this May 29, 2026
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