docs(29-01): complete default-provider plan 01 — hermes probe route and adapter-neutral templates
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Nexus Dev
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4 changed files with 137 additions and 18 deletions
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@ -20,8 +20,8 @@
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## Default Provider Logic (4)
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- [ ] **DFLT-01** — If no cloud provider (Claude Code, etc.) is detected, Hermes + Ollama is offered as default during onboarding
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- [ ] **DFLT-02** — Default agent templates (PM, Engineer, Generalist) work correctly with Hermes runtime
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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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@ -53,7 +53,7 @@ None deferred — all PRD items included in this milestone.
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| OLLA-03 | Phase 28 | Complete |
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| OLLA-04 | Phase 28 | Complete |
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| OLLA-05 | Phase 28 | Complete |
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| DFLT-01 | Phase 29 | Pending |
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| DFLT-02 | Phase 29 | Pending |
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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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@ -59,9 +59,9 @@ 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:** 2 plans
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**Plans:** 1/2 plans executed
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Plans:
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- [ ] 29-01-PLAN.md — Adapter probe route, onboarding wizard Hermes fallback, adapter-neutral templates
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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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---
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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 | 0/2 | In progress | - |
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| 29. Default Provider & End-to-End | v1.4 | 1/2 | In Progress| |
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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: verifying
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stopped_at: Completed 28-ollama-integration-28-02-PLAN.md
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last_updated: "2026-04-02T17:09:04.787Z"
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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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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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total_plans: 4
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completed_plans: 4
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total_plans: 6
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completed_plans: 5
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percent: 0
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---
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@ -21,13 +21,13 @@ progress:
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See: .planning/PROJECT.md (updated 2026-04-02)
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**Core value:** Nexus works out of the box without any paid subscription or API key.
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**Current focus:** Phase 28 — ollama-integration
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**Current focus:** Phase 29 — default-provider
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## Current Position
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Phase: 29
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Plan: Not started
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Status: Phase complete — ready for verification
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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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Last activity: 2026-04-02
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Progress: [__________] 0%
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@ -94,6 +94,7 @@ Progress: [__________] 0%
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| Phase 28-ollama-integration P01 | 3 | 2 tasks | 6 files |
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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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## Accumulated Context
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@ -189,6 +190,9 @@ Recent decisions affecting current work:
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- [Phase 28]: COALESCE jsonb concat pattern used for stateJson merge in hermes_local heartbeat — prevents overwriting existing fields
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- [Phase 28-ollama-integration]: Used useCompany() hook for companyId in hermes config-fields — consistent with AgentConfigForm pattern
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- [Phase 28-ollama-integration]: Create mode only sets model (not provider/base_url) — CreateConfigValues lacks those fields; buildHermesConfig resolves provider at runtime
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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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### Pending Todos
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@ -200,6 +204,6 @@ None identified yet.
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## Session Continuity
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Last session: 2026-04-02T17:05:50.617Z
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Stopped at: Completed 28-ollama-integration-28-02-PLAN.md
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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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Resume file: None
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115
.planning/phases/29-default-provider/29-01-SUMMARY.md
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115
.planning/phases/29-default-provider/29-01-SUMMARY.md
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@ -0,0 +1,115 @@
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---
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phase: 29-default-provider
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plan: 01
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subsystem: ui
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tags: [hermes, adapter, onboarding, probe, wizard, agents]
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# Dependency graph
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requires:
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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 session and heartbeat integration
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provides:
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- Board-auth GET /adapters/:type/probe route with no companyId required
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- agentsApi.probeAdapter(type) client method
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- NexusOnboardingWizard auto-detects Hermes and falls back to hermes_local
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- Directory input optional when hermes_local is selected
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- NewAgentDialog AGENT_TEMPLATES adapter-neutral (role+name only, no adapterType)
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affects: [30-agent-templates, default-provider-ux, onboarding]
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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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- Board-auth probe route pattern for adapter availability detection without companyId
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- useEffect probe-on-open pattern for runtime adapter detection in wizard
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- Adapter-neutral template navigation (role+name only, no adapterType in URL)
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key-files:
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created: []
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modified:
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- server/src/routes/agents.ts
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- ui/src/api/agents.ts
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- ui/src/components/NexusOnboardingWizard.tsx
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- ui/src/components/NewAgentDialog.tsx
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key-decisions:
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- "Probe route uses board auth (not company-scoped) — adapter availability is instance-level, not company-level"
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- "graceful probe failure keeps claude_local default — network errors or missing adapter don't break onboarding"
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- "hermes_local makes directory optional (not required) — Hermes doesn't need a cwd to operate"
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- "AGENT_TEMPLATES in NewAgentDialog are now adapter-neutral — /agents/new form handles its own adapter default logic"
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patterns-established:
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- "Probe-on-open pattern: useEffect with effectiveOnboardingOpen trigger for lazy adapter detection"
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- "Board-auth adapter route: /adapters/:type/probe — no companyId, board auth guard only"
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requirements-completed: [DFLT-01, DFLT-02]
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# Metrics
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duration: 8min
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completed: 2026-04-02
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---
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# Phase 29 Plan 01: Default Provider Summary
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**Board-auth hermes probe route + NexusOnboardingWizard Hermes fallback + adapter-neutral agent templates in NewAgentDialog**
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## Performance
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- **Duration:** ~8 min
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- **Started:** 2026-04-02T17:29:41Z
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- **Completed:** 2026-04-02T17:37:00Z
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- **Tasks:** 2
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- **Files modified:** 4
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## Accomplishments
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- Added GET /adapters/:type/probe route with board auth guard — returns {available, status, checks} without requiring a companyId
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- Added agentsApi.probeAdapter(type) client method that calls the new probe route
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- NexusOnboardingWizard now probes for hermes_local on open and uses it as defaultAdapter when available
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- Directory input is optional when hermes_local is selected; description text updated for local AI path
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- NewAgentDialog AGENT_TEMPLATES no longer hardcode adapterType — handleTemplateSelect navigates with role+name only
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Add board-auth adapter probe route and frontend client** - `f85ced58` (feat)
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2. **Task 2: Update NexusOnboardingWizard and NewAgentDialog** - `a2f54282` (feat)
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## Files Created/Modified
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- `server/src/routes/agents.ts` - Added GET /adapters/:type/probe with board auth guard
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- `ui/src/api/agents.ts` - Added agentsApi.probeAdapter(type) method
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- `ui/src/components/NexusOnboardingWizard.tsx` - Hermes probe on open, defaultAdapter state, optional directory, updated UI text
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- `ui/src/components/NewAgentDialog.tsx` - Removed adapterType from AGENT_TEMPLATES, updated handleTemplateSelect
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## Decisions Made
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- Probe route uses board auth only (no companyId) — adapter availability is an instance-level concern
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- Probe failure is silent (catches error, keeps claude_local) — graceful degradation for missing adapter or network issues
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- hermes_local makes directory optional, not required — Hermes runtime doesn't need cwd
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- AGENT_TEMPLATES stripped of adapterType — /agents/new form is responsible for resolving the adapter default
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## Deviations from Plan
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None - plan executed exactly as written.
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## Issues Encountered
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None. Pre-existing TypeScript module resolution errors (missing @paperclipai/shared, @paperclipai/adapter-utils etc.) were already present in the codebase and unrelated to these changes.
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## Known Stubs
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None. All data paths are wired — probeAdapter calls the real route, defaultAdapter flows into all three agent creates.
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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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- Probe route is ready; Plan 02 can use it for any additional default provider logic
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- NexusOnboardingWizard now self-selects hermes_local when Hermes is installed
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- NewAgentDialog templates are adapter-neutral and ready for any future adapter default logic in /agents/new
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---
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*Phase: 29-default-provider*
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*Completed: 2026-04-02*
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