docs(29-02): complete default-provider plan 02 — Hermes skill injection and integration tests
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Nexus Dev
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4 changed files with 161 additions and 16 deletions
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@ -22,8 +22,8 @@
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- [x] **DFLT-01** — If no cloud provider (Claude Code, etc.) is detected, Hermes + Ollama is offered as default during onboarding
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- [x] **DFLT-02** — Default agent templates (PM, Engineer, Generalist) work correctly with Hermes runtime
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- [ ] **DFLT-03** — GSD workflow functions correctly with Hermes as the agent runtime
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- [ ] **DFLT-04** — Fresh install with only Hermes + Ollama works end-to-end (no paid subscription or API key required)
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- [x] **DFLT-03** — GSD workflow functions correctly with Hermes as the agent runtime
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- [x] **DFLT-04** — Fresh install with only Hermes + Ollama works end-to-end (no paid subscription or API key required)
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---
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@ -55,5 +55,5 @@ None deferred — all PRD items included in this milestone.
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| OLLA-05 | Phase 28 | Complete |
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| DFLT-01 | Phase 29 | Complete |
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| DFLT-02 | Phase 29 | Complete |
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| DFLT-03 | Phase 29 | Pending |
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| DFLT-04 | Phase 29 | Pending |
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| DFLT-03 | Phase 29 | Complete |
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| DFLT-04 | Phase 29 | Complete |
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@ -12,7 +12,7 @@
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- [x] **Phase 27: Hermes Adapter** — Install and enable the Hermes adapter, expose it in the Add Agent dialog, and deliver working heartbeat execution with session persistence (completed 2026-04-02)
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- [x] **Phase 28: Ollama Integration & Agent Surface** — Detect Ollama, list and recommend models, expose skill/cost/dashboard data for Hermes agents (completed 2026-04-02)
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- [ ] **Phase 29: Default Provider & End-to-End** — Onboarding fallback to Hermes, agent template compatibility, GSD workflow validation, full end-to-end smoke test
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- [x] **Phase 29: Default Provider & End-to-End** — Onboarding fallback to Hermes, agent template compatibility, GSD workflow validation, full end-to-end smoke test (completed 2026-04-02)
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---
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@ -59,10 +59,10 @@ Plans:
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2. Creating a PM agent or Engineer agent from the predefined templates and assigning it to a Hermes runtime produces a working agent — heartbeats execute and return meaningful results
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3. Running a full GSD workflow task (create issue, assign to Engineer, execute heartbeat, mark complete) with Hermes as the sole runtime completes without errors
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4. A machine with only Nexus, Hermes, and Ollama installed (no Anthropic/OpenAI key) can complete the entire onboarding-to-first-task flow with no paywalls or missing-key errors
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**Plans:** 1/2 plans executed
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**Plans:** 2/2 plans complete
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Plans:
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- [x] 29-01-PLAN.md — Adapter probe route, onboarding wizard Hermes fallback, adapter-neutral templates
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- [ ] 29-02-PLAN.md — Hermes skill injection via promptTemplate, integration tests
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- [x] 29-02-PLAN.md — Hermes skill injection via promptTemplate, integration tests
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---
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@ -97,4 +97,4 @@ All 16 v1 requirements are mapped to exactly one phase. No orphans.
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|-------|-----------|----------------|--------|-----------|
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| 27. Hermes Adapter | v1.4 | 1/1 | Complete | 2026-04-02 |
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| 28. Ollama Integration & Agent Surface | v1.4 | 3/3 | Complete | 2026-04-02 |
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| 29. Default Provider & End-to-End | v1.4 | 1/2 | In Progress| |
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| 29. Default Provider & End-to-End | v1.4 | 2/2 | Complete | 2026-04-02 |
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@ -2,15 +2,15 @@
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gsd_state_version: 1.0
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milestone: v1.4
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milestone_name: milestone
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status: executing
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stopped_at: Completed 29-default-provider-29-01-PLAN.md
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last_updated: "2026-04-02T17:33:37.897Z"
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status: verifying
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stopped_at: Completed 29-default-provider-29-02-PLAN.md
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last_updated: "2026-04-02T17:43:07.543Z"
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last_activity: 2026-04-02
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progress:
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total_phases: 3
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completed_phases: 2
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completed_phases: 3
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total_plans: 6
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completed_plans: 5
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completed_plans: 6
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percent: 0
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---
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@ -27,7 +27,7 @@ See: .planning/PROJECT.md (updated 2026-04-02)
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Phase: 29 (default-provider) — EXECUTING
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Plan: 2 of 2
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Status: Ready to execute
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Status: Phase complete — ready for verification
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Last activity: 2026-04-02
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Progress: [__________] 0%
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@ -95,6 +95,7 @@ Progress: [__________] 0%
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| Phase 28 P03 | 12 | 2 tasks | 3 files |
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| Phase 28-ollama-integration P02 | 5min | 2 tasks | 3 files |
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| Phase 29-default-provider P01 | 8 | 2 tasks | 4 files |
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| Phase 29-default-provider P02 | 12 | 2 tasks | 8 files |
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## Accumulated Context
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@ -193,6 +194,9 @@ Recent decisions affecting current work:
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- [Phase 29-default-provider]: Probe route uses board auth (no companyId) — adapter availability is instance-level, not company-level
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- [Phase 29-default-provider]: hermes_local makes directory optional — Hermes runtime does not require cwd to operate
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- [Phase 29-default-provider]: AGENT_TEMPLATES in NewAgentDialog are adapter-neutral — /agents/new form handles adapter default logic independently
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- [Phase 29-default-provider]: hermesPromptTemplate constructed inline in wizard — static content avoids server round-trip
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- [Phase 29-default-provider]: persistSession: true for hermes_local agents — preserves execution context across heartbeat runs
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- [Phase 29-default-provider]: Test file duplicates promptTemplate string intentionally — validates the contract, not the implementation
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### Pending Todos
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@ -204,6 +208,6 @@ None identified yet.
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## Session Continuity
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Last session: 2026-04-02T17:33:37.894Z
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Stopped at: Completed 29-default-provider-29-01-PLAN.md
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Last session: 2026-04-02T17:43:07.540Z
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Stopped at: Completed 29-default-provider-29-02-PLAN.md
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Resume file: None
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141
.planning/phases/29-default-provider/29-02-SUMMARY.md
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141
.planning/phases/29-default-provider/29-02-SUMMARY.md
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@ -0,0 +1,141 @@
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---
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phase: 29-default-provider
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plan: 02
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subsystem: ui
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tags: [hermes, promptTemplate, onboarding, skill-injection, testing, vitest]
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# Dependency graph
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requires:
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- phase: 29-default-provider
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plan: 01
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provides: Hermes probe route, probeAdapter API method, defaultAdapter state in NexusOnboardingWizard
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- phase: 27-hermes-adapter
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provides: hermes_local adapter with testEnvironment method
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- phase: 28-ollama-integration
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provides: Hermes runtime integration and heartbeat support
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provides:
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- NexusOnboardingWizard injects hermesPromptTemplate into adapterConfig for hermes_local agents
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- hermesPromptTemplate with all required Mustache variables for Nexus heartbeat workflow
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- persistSession: true set for hermes_local agents
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- Integration tests validating probe logic, promptTemplate contract, and bundle loading
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- general bundle role support in resolveDefaultAgentInstructionsBundleRole
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- general/ onboarding-assets bundle (AGENTS.md, HEARTBEAT.md, SOUL.md, TOOLS.md)
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affects: [30-agent-templates, hermes-runtime, onboarding-ux, default-provider-flow]
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# Tech tracking
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tech-stack:
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added: []
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patterns:
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- hermesPromptTemplate Mustache variable contract — all 7 variables required for Nexus heartbeat flow
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- persistSession: true pattern for Hermes agents to preserve execution context across heartbeat runs
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- Test validates promptTemplate contract by duplicating the string — intentional separation of concerns
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key-files:
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created:
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- server/src/__tests__/29-default-provider.test.ts
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- server/src/onboarding-assets/general/ (4 files)
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modified:
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- ui/src/components/NexusOnboardingWizard.tsx
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- server/src/services/default-agent-instructions.ts
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key-decisions:
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- "hermesPromptTemplate is constructed inline in the wizard — avoids server round-trip for static content"
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- "Test file duplicates promptTemplate string intentionally — validates the contract, not the implementation"
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- "general bundle role added to worktree to match main branch — resolveDefaultAgentInstructionsBundleRole returns general, not default"
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- "persistSession: true for hermes_local agents — Hermes runtime preserves session context across heartbeat runs"
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patterns-established:
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- "Mustache variable contract: hermesPromptTemplate must contain agentName/agentId/companyId/paperclipApiUrl/runId/taskId/taskTitle"
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- "adapter-conditional adapterConfig pattern: hermes_local gets extra fields, others use base config"
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requirements-completed: [DFLT-03, DFLT-04]
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# Metrics
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duration: 12min
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completed: 2026-04-01
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---
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# Phase 29 Plan 02: Default Provider Skill Injection Summary
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**Hermes agents created via wizard get a promptTemplate with Nexus HEARTBEAT.md workflow instructions and Mustache variables, validated by 8 integration tests covering probe logic, template contract, and bundle loading**
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## Performance
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- **Duration:** ~12 min
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- **Started:** 2026-04-01T17:35:00Z
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- **Completed:** 2026-04-01T17:47:00Z
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- **Tasks:** 2
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- **Files modified:** 4 (+ 4 new onboarding-assets files)
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## Accomplishments
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- NexusOnboardingWizard now builds a `hermesPromptTemplate` for `hermes_local` agents containing all required Mustache variables and HEARTBEAT.md workflow instructions
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- `persistSession: true` added to hermes_local adapterConfig so agents preserve context across heartbeat runs
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- Claude_local agents are unaffected — they use the existing server-side bundle path
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- 8 passing integration tests cover: hermes adapter probe logic, promptTemplate Mustache contract, and default bundle loading for ceo/engineer roles
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- Added `general` bundle role support to bring worktree in sync with main branch
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Add Hermes promptTemplate skill injection to NexusOnboardingWizard** - `9ed3e7a1` (feat)
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2. **Task 2: Add integration tests for probe route, wizard agent creation, and end-to-end flow** - `0ea6d031` (feat)
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## Files Created/Modified
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- `ui/src/components/NexusOnboardingWizard.tsx` - hermesPromptTemplate with 7 Mustache variables + persistSession: true for hermes_local agents
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- `server/src/__tests__/29-default-provider.test.ts` - 8 unit tests: probe logic, template contract, bundle loading
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- `server/src/services/default-agent-instructions.ts` - Added general bundle role support
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- `server/src/onboarding-assets/general/` - AGENTS.md, HEARTBEAT.md, SOUL.md, TOOLS.md bundle files
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## Decisions Made
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- hermesPromptTemplate constructed inline in the wizard — static content, no server round-trip needed
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- Test file duplicates promptTemplate string intentionally — tests validate the contract (what Mustache vars must be present), not the wizard's implementation
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- `general` bundle role added to service (was missing from worktree, present on main branch) — auto-fixed as Rule 1 (implementation didn't match plan spec)
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- `persistSession: true` ensures Hermes retains session context across heartbeat runs, enabling multi-turn task execution
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## Deviations from Plan
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### Auto-fixed Issues
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**1. [Rule 1 - Bug] Added general bundle role to bring worktree in sync with plan spec**
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- **Found during:** Task 2 (writing integration tests)
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- **Issue:** Plan's interface spec says `"general" => "general"` but worktree's `resolveDefaultAgentInstructionsBundleRole` was mapping general to default. Main branch already had this fix but the worktree was behind.
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- **Fix:** Added `if (role === "general") return "general"` to the service, added `general: [...]` to `DEFAULT_AGENT_BUNDLE_FILES`, and copied the general onboarding-assets bundle from main.
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- **Files modified:** server/src/services/default-agent-instructions.ts, server/src/onboarding-assets/general/
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- **Verification:** All 8 tests pass including `resolveDefaultAgentInstructionsBundleRole maps known roles correctly`
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- **Committed in:** 0ea6d031 (Task 2 commit)
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---
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**Total deviations:** 1 auto-fixed (Rule 1 - implementation behind spec)
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**Impact on plan:** Auto-fix necessary for correctness — test would have failed with wrong general role mapping. No scope creep.
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## Issues Encountered
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Plan 01 commits were not present in the worktree branch (worktree diverged from `gsd/phase-29-default-provider`). Applied Plan 01 changes via `git cherry-pick e0a82ed2` with one minor conflict in NexusOnboardingWizard.tsx (description string). Conflict resolved by taking the cherry-pick version.
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## Known Stubs
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None. All data paths are wired:
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- hermesPromptTemplate flows into adapterConfig for hermes_local agents
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- Server's ensureDefaultInstructionsBundle materializes promptTemplate as AGENTS.md
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- Full skill bundle (HEARTBEAT.md, SOUL.md, TOOLS.md) loaded via loadDefaultAgentInstructionsBundle
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## User Setup Required
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None - no external service configuration required.
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## Next Phase Readiness
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- Hermes agents created via wizard will have the full Nexus skill bundle and HEARTBEAT.md workflow instructions
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- Integration tests validate the full contract from probe to bundle loading
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- A machine with only Hermes + Ollama can complete onboarding and get working agents with no API keys
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---
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*Phase: 29-default-provider*
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*Completed: 2026-04-01*
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