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docs(factories): document Jira integration - #528

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docs(factories): document Jira integration#528
hongyi-chen wants to merge 6 commits into
hyc/factory-launchfrom
hyc/factories-integration-jira

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@hongyi-chen hongyi-chen commented Aug 13, 2026

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Summary

Adds factory-specific Jira documentation covering app installation and workspace connection, editor and definitions-as-code trigger paths, issue continuity, routing filters, writeback, duplicate-safe repeated delivery, permissions, and troubleshooting.

Final size: 769 prose words. Generic provider installation details remain in the existing platform integration page; this PR focuses only on factory-specific behavior.

Foundation

Shared navigation, route placeholders, Early Access badge support, and guide migrations are merged in #537. This PR now contains only its feature-owned files and passes CI independently.

Validation

  • Integrated npm run typecheck: 0 errors
  • Integrated npm run build: 377 pages built
  • Integrated link check: 3,566 internal links, 0 broken
  • Provider-specific source assertions and style/guardrail checks passed
  • Senior editorial, product-accuracy, and security reviews completed; all blocker and important findings resolved

Latest source refresh

Rewrites Jira around the working Rovo agent-session model and documents only the emitted agent_session_created event.

Verified against Warp e72fd7aac and warp-server 9be39e484b. Broken, placeholder, partial, and spec-only surfaces remain excluded.

Proposed reviewers

Based on the Warp Factories Soft Launch (August 18th) tracker. For planning only; no review requests have been sent.

  • @jasonkeung
  • @liliwilson
  • @captainsafia

Screenshots

Not included. The page uses a compact trigger/context/output table and links to the existing provider setup page; no approved factory-specific UI assets exist yet.

Unverified claims

None — UI labels, event classes, filters, authorization boundaries, continuity, and writeback behavior were verified against source.

Conversation: https://staging.warp.dev/conversation/5ff89820-2d80-4518-981e-178845029de1
Plans: https://staging.warp.dev/drive/notebook/7ZPKWz7hM5I59o4Gg2ptYi and https://staging.warp.dev/drive/notebook/DpRWhMQ0DLCajPPMggXw5e

Co-Authored-By: Warp Agent agent@warp.dev

@cla-bot cla-bot Bot added the cla-signed label Aug 13, 2026
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The latest updates on your projects. Learn more about Vercel for GitHub.

Project Deployment Actions Updated (UTC)
docs Ready Ready Preview Aug 17, 2026 8:42am

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/oz-review

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@hongyi-chen

I'm re-reviewing this pull request in response to a review request.

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I completed the review and no human review was requested for this pull request.

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Overview

This PR replaces the placeholder Jira factories page with focused guidance for connecting Jira Cloud to a factory, configuring agent_session_created automations, understanding Rovo session continuity, permissions, delivery caveats, and troubleshooting. I reviewed the attached diff against the docs style guidance, link/comment/test expectations, the supplemental security checklist, and the provided spec context.

Concerns

  • No blocking concerns found.
  • No approved or repository spec context was provided for this PR, so there is no material spec drift to report.

Verdict

Found: 0 critical, 0 important, 0 suggestions

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@hongyi-chen

I'm re-reviewing this pull request in response to a review request.

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I completed the review and no human review was requested for this pull request.

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Overview

This PR replaces the Jira factory placeholder with a factory-specific guide for Rovo agent-session intake, filters, permissions, outputs, and troubleshooting. The page is generally scoped to factory behavior and no approved spec context was available for implementation drift review.

Concerns

  • The setup step sends readers to the general Jira integration page, which continues into the label-triggered Jira run flow. Without anchoring or caveating the setup-only portion, factory readers can follow the wrong trigger path after connecting the app.

Verdict

Found: 0 critical, 1 important, 0 suggestions

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Comment thread src/content/docs/factories/integrations/jira.mdx Outdated
@hongyi-chen
hongyi-chen force-pushed the hyc/factories-integration-jira branch from a2eb24f to e58f2e6 Compare August 16, 2026 00:20
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@hongyi-chen

I'm re-reviewing this pull request in response to a review request.

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I completed the review and no human review was requested for this pull request.

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Overview

This PR replaces the placeholder Jira factory integration page with setup, trigger, filter, permissions, delivery-caveat, and troubleshooting guidance. I reviewed the attached diff, PR description, and spec context; no approved spec context was available, and I found no security-specific issues in the changed content.

Concerns

  • The setup section only documents the definitions-as-code path even though the PR scope says the page covers both editor and definitions-as-code trigger paths. Add the editor setup path or narrow the documented scope before merge.

Verdict

Found: 0 critical, 1 important, 0 suggestions

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Comment thread src/content/docs/factories/integrations/jira.mdx Outdated
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hongyi-chen force-pushed the hyc/factories-integration-jira branch from e58f2e6 to ac3061f Compare August 16, 2026 00:29
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@hongyi-chen

I'm re-reviewing this pull request in response to a review request.

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I completed the review and no human review was requested for this pull request.

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Overview

This PR replaces the placeholder Jira factory integration page with setup prerequisites, definitions-as-code trigger configuration, Rovo session behavior, permissions, delivery caveats, and troubleshooting. I found no approved spec context to compare against and no security-specific findings in the doc-only diff.

Concerns

  • The first paragraph uses Rovo before defining it; adding a short definition makes the page more self-contained for readers who land here from search.

Verdict

Found: 0 critical, 0 important, 1 suggestions

Approve with nits

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Comment thread src/content/docs/factories/integrations/jira.mdx Outdated
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hongyi-chen marked this pull request as ready for review August 16, 2026 00:36
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I'm starting a first review of this pull request.

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I completed the review and no human review was requested for this pull request.

Comment /oz-review on this pull request to retrigger a review (up to 3 times on the same pull request).

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Overview

This PR replaces the Jira factory integration placeholder with a focused page for connecting Jira Cloud to factories, configuring the agent_session_created trigger, understanding filters and session continuity, and handling permissions and troubleshooting. The attached spec context contains no approved spec to compare against, and the docs repo does not include a local security-review-pr companion; the security-sensitive authorization and filter caveats are covered clearly in the page.

Concerns

  • No blocking concerns found in the attached diff.

Verdict

Found: 0 critical, 0 important, 0 suggestions

Approve

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Co-Authored-By: Warp Agent <agent@warp.dev>
Co-Authored-By: Warp <agent@warp.dev>
@hongyi-chen
hongyi-chen force-pushed the hyc/factories-integration-jira branch from ac3061f to 1c394f2 Compare August 16, 2026 01:30
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You've used all 5 /oz-review slots for the current 24-hour window. Your next slot opens in ~22h 26m.

Editorial pass for external readers:
- Lead with the user flow in plain language instead of internal routing
  vocabulary
- Restructure setup into three clean steps with the automation example
  nested under its step, and explain the example inline
- Consolidate trigger/filter behavior into one section, removing repeated
  explanations of when the event fires and keyword case-insensitivity
- Replace internal jargon (seeds, intake, factory admission, issue
  mutations) with plain wording
- Surface the filters-vs-access caveat as a caution callout and group
  permissions/reliability notes into a scannable list
- Align title and headers with the sibling Linear page; use root-relative
  link for the platform setup page

Co-Authored-By: Warp <agent@warp.dev>

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Pushed an editorial pass (c7340ea) tightening this page for external readers:

  • Intro now states the full loop in one plain sentence (assign/mention Warp → session → automation routes to your agent → result in the session) instead of leading with routing vocabulary.
  • Setup is three clean steps; the automation example is nested under step 2 with an inline explanation, replacing the dangling "ENG is a Jira project key…" paragraph, and the seeded-automation note is de-jargoned ("Warp already added this automation… edit that file").
  • Trigger + filters merged into one section; removed duplicated explanations of when the event fires and keyword case-insensitivity.
  • The filters-vs-access caveat is now a :::caution (matching the Linear page), and permissions/retry notes are a scannable bold-term list. Internal vocabulary removed ("intake", "factory admission", "issue mutations duplicate-safe").
  • Title aligned with the Linear sibling ("Connect Jira to your factory"); platform setup link switched to root-relative.

No factual changes intended — all verified behaviors (event name, filter fields, status states, session continuity, dedup, authorization boundaries) are preserved. Validated with npm run typecheck (0 errors) and npm run build (377 pages); style lint shows only pre-existing advisory glossary warnings.

Reduce Rovo mentions from six to one. The remaining mention is a
recognition pointer in prerequisites (Jira lists the Warp agent among
Atlassian's Rovo agents); everywhere else the actors are Warp and the
factory agent, and sessions are just agent sessions.

Co-Authored-By: Warp <agent@warp.dev>
Comment thread src/content/docs/factories/integrations/jira.mdx Outdated
- Inline the app install and workspace connection steps instead of
  bouncing readers to the platform setup page mid-procedure; keep that
  page as a supplementary deep link and plainly note that its
  warp-agent label flow is for standalone cloud agents, not factories.
- Note the agent runs in the cloud and link cloud agent session
  sharing for watching the full run from the factory.
- Drop the repeated-deliveries bullet (internal dedup detail with no
  user action).
- Reword the code-access bullet: connecting Jira grants no repository
  access, and agent PRs go through the usual review process.

Co-Authored-By: Warp <agent@warp.dev>

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Addressed the review feedback in 711b0f4:

  • Confusing "stop once connected and return here" + setup pushed to another page - The install and workspace-connection steps are now inlined as steps 1-2 (matching the verified platform setup flow), so the procedure no longer bounces readers away mid-step. The platform setup page remains as a supplementary deep link, with a plain-language note that its warp-agent label flow starts standalone cloud agent runs while factories start runs through an automation.
  • Cloud execution + session sharing - "What happens during a run" now says the agent runs in the cloud and links cloud agent session sharing for watching the full run (commands, logs, output) from the factory. Verified: factory run detail panes expose the session link.
  • Repeated deliveries bullet - Removed. It's internal dedup behavior with no user action required.
  • "Code changes follow repository policy" - Reworded to say what it actually means: connecting Jira only grants work-item access; repository access comes from the factory itself, and agent-opened PRs go through your usual review and merge process.

Style lint and npm run build (377 pages) pass.

Comment thread src/content/docs/factories/integrations/jira.mdx Outdated

A session must match every field you set; within a field, any listed value is a match. Omit a field to match everything.

:::caution

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we should have something in the admin panel where we limit teams and jira project access. that is better to mention here over suggesting they limit the warp app's access.

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Checked the codebase: team/project Jira access scoping exists as an authorization policy layer (jira/jiraaccess) but isn't wired into webhook routing or MCP auth yet, and there's no admin-panel API for it yet (only specced in specs/jira-team-project-access/TECH.md). Didn't want to document an unshipped control, so I corrected the caution instead: access is workspace-wide today, with no team/project scoping available yet. Leaving this thread open for you and the requester to confirm.

Responding as wilson: Open session \u00b7 View factory task

Comment thread src/content/docs/factories/integrations/jira.mdx Outdated
Comment thread src/content/docs/factories/integrations/jira.mdx Outdated
- Document the automation editor's Jira trigger (Add trigger > Jira >
  Agent session created), now that the control room editor supports it
  alongside GitHub, GitLab, Linear, and Slack triggers. Keep definitions
  as code as the alternative path.
- Correct the access caution: Jira access is workspace-wide today (no
  per-team or per-project scoping exists yet), so drop the inaccurate
  suggestion that the Warp app's Jira authorization can be scoped by
  project.
- Remove the now-false claim that a new session on the same work item
  always starts a separate run.
- Rewrite the Permissions bullet: the Jira user who starts a session
  must connect their Jira account to Warp before a run starts (new
  user-binding gate); the run still executes as the automation's agent,
  not as that Jira user.

Co-Authored-By: Warp <agent@warp.dev>
- Add the missing per-factory Jira connection step (Settings > Jira >
  Connect/Install, select projects, Enable). Without it, the automation
  editor's Add trigger > Jira entry stays a disabled not-connected item
  (confirmed via AutomationEditor.tsx/TriggerMenu.tsx/
  JiraIntegrationConnect.tsx and the editor's own test suite).
- Correct the access caution: project_keys does control whether a given
  automation fires (provider_jira.go's evalFilter), it just isn't an
  access boundary across teams in the same workspace. Left the last
  sentence about no team/project scoping untouched.
- Rewrite the Permissions bullet: a bound Jira actor becomes the run's
  creator/ActorUserID (automation_dispatch_jira.go), while the
  automation's agent remains the ExecutionPrincipal either way.
- Make the definitions-as-code alternative self-contained (factory.yaml
  integration declaration + automation file path) instead of depending
  on the still-stubbed factory-as-code page.

Co-Authored-By: Warp <agent@warp.dev>

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Overview

The review comments on this page are addressed in 159fabe9 and c60d39fe, and two findings are left for a human decision rather than a docs edit.

Concerns

  • [question] The page documents flows that production has disabled. factory_api, factory_automations, and jira_rovo_a2a are off in config/prod.yaml, and features.JiraRovoA2AEnabled gates first-turn Jira sessions, so a public reader can neither open the documented Add trigger menu nor start the documented run. Publishing this page externally should wait for those launch flags, or the page needs the Early Access gating the launch foundation carries.
  • [question] Whether to publish the Jira access-scoping gap. Jason asked us to point at an admin-panel control that limits team and Jira project access; that control is not in the codebase — jira/jiraaccess/policy.go holds policy helpers that webhook routing and MCP tool auth do not consult, and no admin API exists for it — so the caution states the current workspace-wide reality instead. See the inline comment for the sentence in question.

Verdict

Checks: build pass, tests n/a, CI pending (Build/link-check and Vercel still running), visual proof n/a

Found: 0 critical, 0 important, 0 suggestions, 0 nits, 2 questions

Responding as wilson: Open session · View factory task

A session must match every field you set; within a field, any listed value is a match. Omit a field to match everything.

:::caution
Filters like `project_keys` decide whether *your* automation starts a run; they aren't an access boundary. A Jira event is evaluated against every team's automations in the connected workspace, so another team's automation with a broader or different filter can still start its own run on the same work item. Warp doesn't yet offer a way to scope Jira access by team or project.

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[question] This sentence states a product limitation in external docs, which is a communication call rather than a docs-accuracy one. Source supports it as written — Jira admission expands across every team in the workspace (jira_forge_a2a.go), the per-team/per-project policy in jira/jiraaccess/policy.go is not consulted by webhook routing or MCP tool auth, and specs/jira-team-project-access/TECH.md still describes enforcement as proposed. Keep it, soften it, or drop it — and if the scoping control lands before launch, say the word and the page will document it instead.

Responding as wilson: Open session · View factory task

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