relay-workflow 0.1.0

Cross-agent (Claude Code + Codex) planning/execution workflow — ALIGN, PLAN, PROJECT, IMPLEMENT, SHIP.

Relay

A cross-agent (Claude Code + Codex) planning/execution workflow. Portable operating discipline + continuity across agents: forcefully align on a spec, plan it under a mechanically-bounded agent that can't run off and build, project it onto GitHub (epic → milestones → issues), then implement and ship incrementally.

Local docs are the source of truth; GitHub is the projection (degrades to local-only with no remote). One workflow, two host bindings — both converge on the same .workspace/work/<unit>/ files and gh projection.

Status: alpha — pipeline complete (all 5 steps live-tested), packaged as relay-workflow (0.1.0). PyPI publish pending. Extracted 2026-05-28 from factory work unit 024 (claude_codex_interop_framework). Successor to the Claude-only claude-code-toolkit (which remains active separately). Design rationale and the empirical host probes are in docs/.

Pipeline (host-neutral)

Five steps built — pipeline complete:

align/    →  spec.md       forceful interrogation (skill + Codex prompt; interactive)
relay_plan.py      →  plan.json/.md   bounded plan-only agent run (can't implement)
relay_project.py   →  GitHub          idempotent epic + milestones + issues (+ branches)
relay_implement.py →  branch + PR     headless agent implements one issue (Closes #)

align/ — spec interrogation (interactive)

align/SKILL.md (Claude skill) + align/align.codex.md (Codex /align prompt): forcefully interrogate the user — one question at a time, challenge vague answers, force out-of-scope exclusions — then write <unit>/spec.md from spec-template.md. Front-loads all human clarification so the headless plan step never needs to ask. Deploy: copy SKILL.md to a skills dir; copy align.codex.md to ~/.codex/prompts/align.md.

relay_plan.py — plan step

relay_plan.py: turns an aligned spec into a structured, milestone/issue plan without letting the coding agent run off into implementation. Host-neutral.

spec.md  →  [bounded plan-only agent run]  →  plan.json + plan.md

1. Reads <unit>/spec.md (produced by align).
2. Runs the host's mechanically bounded "plan-but-don't-build" primitive:
   • Claude: claude -p --permission-mode plan — ExitPlanMode is terminal, nothing executes. Plan extracted from --output-format json result (falls back to newest ~/.claude/plans/*.md).
   • Codex: codex exec --sandbox read-only --output-schema <schema> -o <file> — read-only sandbox can't write; schema enforces the milestone/issue JSON shape.
3. Writes <unit>/plan.json (structured) + <unit>/plan.md (human/checklist).
4. Emits <unit>/gh_projection.sh — a flat, non-idempotent gh script. Superseded by relay_project.py for real use; kept only as a quick-look dry-run.

relay_project.py — project step (idempotent GitHub projection)

Mirrors plan.json onto GitHub: a tracking epic issue, milestones, one issue per work item, with branch + Closes # wiring written back into plan.json.

plan.json  →  [resolve repo]  →  epic + milestones + issues  →  plan.json (numbers+branches) + projection.json

• Idempotent: matches existing milestones/issues by title (gh api .../milestones, gh issue list) and reuses them — re-running never duplicates. Verified live against a throwaway repo (4 milestones/21 issues; second run created 0 new objects).
• Epic: a [epic] <objective> tracking issue with a child task-list, refreshed (not duplicated) on re-run. --no-epic to skip.
• Branch/PR wiring: each issue gets branch: relay/m<n>-<mslug>/<islug> and a Closes #<n> contract recorded in plan.json for IMPLEMENT to consume.
• Local-first: no GitHub remote → exits local-only (add a remote and re-run to promote).
• Missing labels don't abort — the issue is created without them and logged.

relay_implement.py — implement step (headless, one issue → PR)

Consumes the projected plan.json and drives a headless coding agent to implement ONE issue on its branch, then opens a PR that closes the issue. This is the step that lets Relay execute its own backlog instead of a human hand-building.

plan.json  →  [select issue]  →  branch off base  →  [headless agent]  →  push + PR (Closes #N)  →  plan.json (pr+state)

• One issue at a time (workflow-design.md model). Default target = first pending issue (state ∉ {implemented, merged, done}); --issue <#n|title> to pick.
• Reuses the branch/closes wiring the PROJECT step wrote into plan.json (errors if absent — run relay_project.py --execute first).
• Assembles a brief from objective + milestone + issue body + spec.md (the durable contract) + mechanical scope rules — host-neutral, byte-identical across hosts — then runs the chosen host headless (Claude: claude -p --output-format json; Codex: codex exec in a workspace-write sandbox). Success is verified by git (commits on the branch), not by parsing stdout.
• Idempotent: reuses an existing branch / existing PR; if the agent leaves no commits, records state=no-op and opens no PR. Local-only (no remote) → state=implemented-local, branch left for later promotion.
• Dry-run by default: prints target, branch, the commands it would run, and the full assembled brief. --execute to branch + spend an agent run + open the PR.
• Host: --host {claude,codex,auto} (default auto). Auto-detect mirrors PLAN's precedence — claude on PATH wins, else codex, else a clear error. Both hosts drive the same host-neutral brief and write the same state vocabulary (open / no-op / implemented-local).
• Host equivalence: Codex runs under a workspace-write sandbox so it can edit and commit the working tree. (PLAN uses read-only for a different reason — to mechanically bound the planner so it can't build; IMPLEMENT must be able to write.) For fully-autonomous runs that must run tests and commit without prompts, codex --dangerously-bypass-approvals-and-sandbox is the analogue of Claude's --permission-mode bypassPermissions (default is the safer acceptEdits).

relay_ship.py — ship step (incremental: PR merge → issue/milestone done)

Consumes the pr/state IMPLEMENT wrote into plan.json and closes the loop incrementally. There is no terminal "ship" event in workflow-design.md — SHIP runs (and re-runs) as PRs become mergeable: PR merge → issue done (auto via Closes #N) → milestone done (when all its issues are merged) → project done (when every milestone closes).

plan.json  →  [pick PR]  →  check mergeable + checks  →  gh pr merge  →  bubble-up  →  plan.json (merged/done)

• One PR per run by default (mirrors IMPLEMENT's one-at-a-time); --all to drain every mergeable PR in one pass.
• Merge gate: mergeable=MERGEABLE AND checks not FAILING. Pending checks block by default; --auto enables GitHub auto-merge so the PR lands when checks pass.
• --admin bypasses branch protections on repos without CI.
• mergeable=UNKNOWN (GitHub's lazy-compute response on first probe) is auto-retried once.
• After each pass, bubbles up milestones whose issues are all done and sets plan.state = "shipped" when every milestone closes.
• gh pr merge lands on GitHub leaving the local base behind — SHIP fetches + fast-forwards before committing state so the push succeeds the first time.
• Already-merged PRs are recognised and reconciled without re-merging (re-running is safe + idempotent).

Install

Once published to PyPI:

uv tool install relay-workflow   # recommended (isolated env, like pipx)
# or
pipx install relay-workflow      # legacy-compatible alternative

Until then (or for development):

git clone https://github.com/applied-artificial-intelligence/relay
cd relay
uv tool install --force .        # install this checkout

Both paths put a relay binary on your PATH. Requires Python ≥ 3.10 and the gh CLI for the steps that touch GitHub.

Usage

# align: invoke the Claude skill / Codex /align prompt (interactive), then:
relay plan <work-unit-dir>                            # auto-detect host, plan only
relay plan <unit> --host codex                        # force host
relay project <unit>                                  # dry-run GitHub projection
relay project <unit> --execute                        # create/refresh epic+milestones+issues
relay implement <unit>                                # dry-run: show target issue + brief
relay implement <unit> --execute                      # implement first pending issue → PR (auto-detect host)
relay implement <unit> --host codex --execute         # force Codex as the headless coding host
relay implement <unit> --issue 7 --execute --permission-mode bypassPermissions
relay ship <unit>                                     # dry-run: which PRs would merge
relay ship <unit> --all --execute                     # merge every mergeable PR, bubble up
relay ship <unit> --execute --auto                    # enable auto-merge (wait on checks)

relay --help lists steps; relay <step> --help lists step-specific options. python -m relay <step> works too (handy on systems where pipx/uv-installed scripts aren't on PATH yet).

Verified (2026-05-27)

Host	Mechanism	Output	Time	Repo touched?
Codex (gpt-5.5)	PLAN: read-only + enforced schema	4 milestones / 21 issues	39s	no
Claude (2.1.152)	PLAN: --permission-mode plan + JSON extract	2 milestones / 10 issues	29s	no
Claude IMPLEMENT	claude -p in working tree	2 issues → 2 PRs (Closes #)	—	yes (commits on branch)
Codex IMPLEMENT	codex exec + workspace-write sandbox	branch + PR (Closes #) — pending live verification	—	yes (commits on branch)

Both leave the repo untouched (the anti-runaway guarantee is mechanical, not behavioral) and converge on the same plan.json + gh_projection.sh.

Known gaps (prototype, not production)

• Codex schema requires additionalProperties:false + every property in required (OpenAI structured-output rule) — handled in PLAN_SCHEMA.
• Claude path is not schema-enforced — relies on the model returning JSON; a structuring/repair pass would harden it.
• No rolling-wave support yet (re-plan a single milestone into issues later).
• GitHub Projects v2 board (Status/Area/Type fields, à la tradesharp) is not created — relay_project.py does epic issue + milestones only (CLI-friendly, no GraphQL). Project-v2 wiring is the next projection increment.
• Issue-level idempotency matches on exact title; renaming an issue in the spec creates a new one rather than updating the old. Acceptable for append-style planning.
• IMPLEMENT --execute live-tested 2026-05-28 (throwaway relay-smoketest, 2 issues → 2 PRs via claude -p, both in-scope with tests + correct Closes #). Idempotency holds: skips issues that already have a PR (--redo to force), state is committed to the base branch (survives between runs, leaves a clean tree), dirty-guard ignores untracked agent artifacts. Default selection walks pending issues one at a time.
• Parallel issues on one file conflict at merge time: each issue branches off base independently, so two issues editing the same file produce mergeable-but-conflicting PRs. That's a SHIP/rebase concern, not a runner bug.
• SHIP --execute live-tested 2026-05-31 (same relay-smoketest repo): merged PR #4 (Closes #1 auto-closed issue #1), correctly detected the parallel-PR conflict on PR #5, bubble-up left milestone open (1 of 2 issues done). Already-merged reconciliation verified on a second pass after a hard reset. Fixed two bugs found during the live test: (a) gh pr view first probe returning mergeable=UNKNOWN — auto-retry once; (b) post-merge local base was stale, so state push failed — fetch + fast-forward before committing state.

Repo layout

align/             ALIGN step — Claude skill + Codex /align prompt + spec template
src/relay/         Python package — installs as the `relay` CLI dispatcher
  cli.py           subcommand dispatcher (relay plan|project|implement|ship)
  plan.py          PLAN step  — bounded plan-only run → plan.json/.md
  project.py       PROJECT step — idempotent GitHub epic/milestones/issues
  implement.py     IMPLEMENT step — headless agent implements one issue → PR (Closes #)
  ship.py          SHIP step — incremental PR merge → issue/milestone bubble-up
pyproject.toml     hatchling build; entry-point `relay = "relay.cli:main"`
docs/              workflow-design.md, planmode-probe.md, portal-briefing.md, PROPOSAL.md
.workspace/        agent state (memory/transitions/work), interop convention

Design & provenance

• docs/workflow-design.md — canonical workflow spec (ALIGN→PLAN→PROJECT→IMPLEMENT→SHIP).
• docs/planmode-probe.md — Claude vs Codex plan-mode probe; the empirical basis for the bounded-planner design.
• docs/portal-briefing.md — briefing for the website Agent Lab portal.
• Next steps (from design): self-host Relay (run the full ALIGN→…→SHIP cycle on Relay's own backlog), then rolling-wave re-planning + Projects v2 board.