nexus/.planning/milestones/v1.4-phases/29-default-provider/29-01-SUMMARY.md
Nexus Dev 147529076d chore: complete v1.4 Hermes Default Provider milestone
3 phases, 6 plans, 16 requirements. Archives copied to milestones/.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-02 17:44:55 +00:00

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---
phase: 29-default-provider
plan: 01
subsystem: ui
tags: [hermes, adapter, onboarding, probe, wizard, agents]
# Dependency graph
requires:
- phase: 27-hermes-adapter
provides: hermes_local adapter with testEnvironment method
- phase: 28-ollama-integration
provides: Hermes session and heartbeat integration
provides:
- Board-auth GET /adapters/:type/probe route with no companyId required
- agentsApi.probeAdapter(type) client method
- NexusOnboardingWizard auto-detects Hermes and falls back to hermes_local
- Directory input optional when hermes_local is selected
- NewAgentDialog AGENT_TEMPLATES adapter-neutral (role+name only, no adapterType)
affects: [30-agent-templates, default-provider-ux, onboarding]
# Tech tracking
tech-stack:
added: []
patterns:
- Board-auth probe route pattern for adapter availability detection without companyId
- useEffect probe-on-open pattern for runtime adapter detection in wizard
- Adapter-neutral template navigation (role+name only, no adapterType in URL)
key-files:
created: []
modified:
- server/src/routes/agents.ts
- ui/src/api/agents.ts
- ui/src/components/NexusOnboardingWizard.tsx
- ui/src/components/NewAgentDialog.tsx
key-decisions:
- "Probe route uses board auth (not company-scoped) — adapter availability is instance-level, not company-level"
- "graceful probe failure keeps claude_local default — network errors or missing adapter don't break onboarding"
- "hermes_local makes directory optional (not required) — Hermes doesn't need a cwd to operate"
- "AGENT_TEMPLATES in NewAgentDialog are now adapter-neutral — /agents/new form handles its own adapter default logic"
patterns-established:
- "Probe-on-open pattern: useEffect with effectiveOnboardingOpen trigger for lazy adapter detection"
- "Board-auth adapter route: /adapters/:type/probe — no companyId, board auth guard only"
requirements-completed: [DFLT-01, DFLT-02]
# Metrics
duration: 8min
completed: 2026-04-02
---
# Phase 29 Plan 01: Default Provider Summary
**Board-auth hermes probe route + NexusOnboardingWizard Hermes fallback + adapter-neutral agent templates in NewAgentDialog**
## Performance
- **Duration:** ~8 min
- **Started:** 2026-04-02T17:29:41Z
- **Completed:** 2026-04-02T17:37:00Z
- **Tasks:** 2
- **Files modified:** 4
## Accomplishments
- Added GET /adapters/:type/probe route with board auth guard — returns {available, status, checks} without requiring a companyId
- Added agentsApi.probeAdapter(type) client method that calls the new probe route
- NexusOnboardingWizard now probes for hermes_local on open and uses it as defaultAdapter when available
- Directory input is optional when hermes_local is selected; description text updated for local AI path
- NewAgentDialog AGENT_TEMPLATES no longer hardcode adapterType — handleTemplateSelect navigates with role+name only
## Task Commits
Each task was committed atomically:
1. **Task 1: Add board-auth adapter probe route and frontend client** - `f85ced58` (feat)
2. **Task 2: Update NexusOnboardingWizard and NewAgentDialog** - `a2f54282` (feat)
## Files Created/Modified
- `server/src/routes/agents.ts` - Added GET /adapters/:type/probe with board auth guard
- `ui/src/api/agents.ts` - Added agentsApi.probeAdapter(type) method
- `ui/src/components/NexusOnboardingWizard.tsx` - Hermes probe on open, defaultAdapter state, optional directory, updated UI text
- `ui/src/components/NewAgentDialog.tsx` - Removed adapterType from AGENT_TEMPLATES, updated handleTemplateSelect
## Decisions Made
- Probe route uses board auth only (no companyId) — adapter availability is an instance-level concern
- Probe failure is silent (catches error, keeps claude_local) — graceful degradation for missing adapter or network issues
- hermes_local makes directory optional, not required — Hermes runtime doesn't need cwd
- AGENT_TEMPLATES stripped of adapterType — /agents/new form is responsible for resolving the adapter default
## Deviations from Plan
None - plan executed exactly as written.
## Issues Encountered
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.
## Known Stubs
None. All data paths are wired — probeAdapter calls the real route, defaultAdapter flows into all three agent creates.
## User Setup Required
None - no external service configuration required.
## Next Phase Readiness
- Probe route is ready; Plan 02 can use it for any additional default provider logic
- NexusOnboardingWizard now self-selects hermes_local when Hermes is installed
- NewAgentDialog templates are adapter-neutral and ready for any future adapter default logic in /agents/new
---
*Phase: 29-default-provider*
*Completed: 2026-04-02*