3 phases, 6 plans, 16 requirements. Archives copied to milestones/. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
257 lines
14 KiB
Markdown
257 lines
14 KiB
Markdown
---
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phase: 29-default-provider
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plan: 02
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type: execute
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wave: 2
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depends_on: ["29-01"]
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files_modified:
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- ui/src/components/NexusOnboardingWizard.tsx
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- server/src/__tests__/29-default-provider.test.ts
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autonomous: true
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requirements: [DFLT-03, DFLT-04]
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must_haves:
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truths:
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- "A Hermes agent created via the wizard has a promptTemplate containing Nexus skill bundle content (HEARTBEAT.md, TOOLS.md)"
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- "The skill bundle is role-specific — a PM agent gets ceo/ bundle, an Engineer gets engineer/ bundle"
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- "The probe route returns available true/false based on adapter testEnvironment result"
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- "Agent creation with hermes_local and promptTemplate produces a valid agent record"
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artifacts:
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- path: "ui/src/components/NexusOnboardingWizard.tsx"
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provides: "Hermes promptTemplate with skill injection"
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contains: "promptTemplate"
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- path: "server/src/__tests__/29-default-provider.test.ts"
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provides: "Probe route + wizard flow validation tests"
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contains: "29-default-provider"
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key_links:
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- from: "ui/src/components/NexusOnboardingWizard.tsx"
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to: "server/src/routes/agents.ts"
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via: "agentsApi.create with promptTemplate in adapterConfig"
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pattern: "promptTemplate"
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- from: "server/src/routes/agents.ts"
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to: "server/src/services/default-agent-instructions.ts"
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via: "loadDefaultAgentInstructionsBundle resolves promptTemplate to skill files"
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pattern: "loadDefaultAgentInstructionsBundle"
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---
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<objective>
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Inject Nexus skill bundles into Hermes agent promptTemplate so GSD workflows execute correctly, and add integration tests validating the full probe-to-agent-creation flow.
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Purpose: Without skill injection, Hermes agents created via the wizard would not follow the Nexus heartbeat loop (HEARTBEAT.md, TOOLS.md). This plan closes the skill injection gap (DFLT-03) and validates the end-to-end flow (DFLT-04).
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Output: promptTemplate injection in wizard, integration test file.
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</objective>
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<execution_context>
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@$HOME/.claude/get-shit-done/workflows/execute-plan.md
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@$HOME/.claude/get-shit-done/templates/summary.md
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</execution_context>
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<context>
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@.planning/PROJECT.md
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@.planning/ROADMAP.md
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@.planning/STATE.md
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@.planning/phases/29-default-provider/29-RESEARCH.md
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@.planning/phases/29-default-provider/29-01-SUMMARY.md
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<interfaces>
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<!-- From Plan 01 — probe route and wizard changes -->
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From server/src/routes/agents.ts (Plan 01 addition):
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```typescript
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router.get("/adapters/:type/probe", async (req, res) => {
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// Board auth only, returns { available: boolean, status: string, checks?: ... }
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});
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```
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From ui/src/api/agents.ts (Plan 01 addition):
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```typescript
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probeAdapter: (type: string) =>
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api.get<{ available: boolean; status: string }>(`/adapters/${encodeURIComponent(type)}/probe`),
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```
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From server/src/services/default-agent-instructions.ts:
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```typescript
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export async function loadDefaultAgentInstructionsBundle(
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role: DefaultAgentBundleRole
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): Promise<Record<string, string>>;
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// Returns { "AGENTS.md": "...", "HEARTBEAT.md": "...", "SOUL.md": "...", "TOOLS.md": "..." }
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export function resolveDefaultAgentInstructionsBundleRole(role: string): DefaultAgentBundleRole;
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// "ceo" => "ceo", "engineer" => "engineer", "general" => "general", else => "default"
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```
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From server/src/routes/agents.ts (lines 458-484) — agent creation skill injection:
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```typescript
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// When agent has no explicit instructions bundle and promptTemplate is non-empty:
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// promptTemplate content goes to { "AGENTS.md": promptTemplate }
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// Then materializeManagedBundle writes the files and updates adapterConfig
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// Crucially: delete nextAdapterConfig.promptTemplate after materialization
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```
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From ui/src/components/NexusOnboardingWizard.tsx (Plan 01 state):
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```typescript
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const [defaultAdapter, setDefaultAdapter] = useState<"claude_local" | "hermes_local">("claude_local");
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// handleSubmit creates 3 agents with adapterType: defaultAdapter
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```
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</interfaces>
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</context>
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<tasks>
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<task type="auto">
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<name>Task 1: Add Hermes promptTemplate skill injection to NexusOnboardingWizard</name>
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<read_first>
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- ui/src/components/NexusOnboardingWizard.tsx (full file — post Plan 01 version)
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- server/src/services/default-agent-instructions.ts (full file, 34 lines)
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- server/src/routes/agents.ts (lines 455-485 for promptTemplate handling in ensureDefaultInstructionsBundle)
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- server/src/onboarding-assets/ceo/HEARTBEAT.md (to understand content structure)
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</read_first>
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<files>ui/src/components/NexusOnboardingWizard.tsx</files>
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<action>
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The server-side agent creation flow in agents.ts already handles promptTemplate injection:
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- If adapterConfig.promptTemplate is a non-empty string, it wraps it as {"AGENTS.md": promptTemplate} and materializes it
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- This means the wizard just needs to pass a promptTemplate containing the Nexus skill content
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For Hermes agents, the wizard should pass a `promptTemplate` field in adapterConfig that contains the Hermes-specific preamble + instructions for the Nexus heartbeat workflow. The server's `ensureDefaultInstructionsBundle` will then handle materialization.
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**However**, looking at the server code more carefully: when `promptTemplate` is non-empty, it ONLY creates `AGENTS.md` from it — it does NOT load HEARTBEAT.md, TOOLS.md, SOUL.md. When `promptTemplate` is empty/absent, it loads the full bundle via `loadDefaultAgentInstructionsBundle`.
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**Key insight:** For Hermes agents, we should NOT set promptTemplate in adapterConfig. Instead, we should let the server's default path handle it — `loadDefaultAgentInstructionsBundle` will load the full role-specific bundle (AGENTS.md + HEARTBEAT.md + SOUL.md + TOOLS.md) and materialize all files. The Hermes adapter's `execute.ts` does NOT read these files, but the heartbeat service's `ctx.context.skills` mechanism already populates them from the DB — the skill content is served to the agent via the `/api/agents/me` endpoint which the HEARTBEAT.md workflow instructs the agent to call.
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**Therefore:** The wizard does NOT need to inject a custom promptTemplate. The existing server-side flow already works for Hermes:
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1. Agent created with no promptTemplate => server loads full bundle via `loadDefaultAgentInstructionsBundle`
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2. Bundle materialized as managed files in the DB
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3. When heartbeat runs, `ctx.context.skills` contains the skill content
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4. The HEARTBEAT.md content instructs the agent to call `GET /api/agents/me` to get its instructions
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5. The Hermes adapter has `supportsLocalAgentJwt: true` so the PAPERCLIP_API_KEY is injected automatically
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The one addition needed: a Hermes-specific system prompt that tells the agent to follow the Nexus workflow. The Hermes DEFAULT_PROMPT_TEMPLATE already handles task assignment and API calls — but it may not include the "consult your managed instructions" step.
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**Approach:** Add a `promptTemplate` in adapterConfig ONLY for hermes_local agents that contains a system-level instruction to follow the Nexus heartbeat workflow. This goes through the server's promptTemplate path, creating an AGENTS.md that supplements the Hermes default prompt:
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```typescript
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// In handleSubmit, after the adapterConfig line, before the create calls:
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const hermesPromptTemplate = [
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`You are "{{agentName}}", an AI agent managed by ${VOCAB.appName}.`,
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"",
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"Your identity:",
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" Agent ID: {{agentId}}",
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" Company ID: {{companyId}}",
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" API Base: {{paperclipApiUrl}}",
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" Run ID: {{runId}}",
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"",
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"IMPORTANT: Use the `terminal` tool with `curl` for ALL API calls.",
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'IMPORTANT: Always include `-H "X-Paperclip-Run-Id: {{runId}}"` on API calls that modify data.',
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"",
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"Before starting any task:",
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"1. Call `GET {{paperclipApiUrl}}/api/agents/me` to retrieve your managed instructions",
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"2. Follow the HEARTBEAT.md workflow from your instructions",
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"3. Use TOOLS.md for available API endpoints",
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"",
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"{{#taskId}}",
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"Assigned task: {{taskId}} - {{taskTitle}}",
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"{{/taskId}}",
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].join("\n");
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// Then for each create call, when defaultAdapter === "hermes_local":
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const finalAdapterConfig = defaultAdapter === "hermes_local"
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? { ...adapterConfig, promptTemplate: hermesPromptTemplate, persistSession: true }
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: adapterConfig;
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// Pass finalAdapterConfig instead of adapterConfig in all three agentsApi.create calls
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```
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Make sure the Generalist agent's metadata `pendingSkillGroups: ["Creative"]` is preserved regardless of adapter type (line 118).
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</action>
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<verify>
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<automated>cd /opt/nexus && pnpm --filter ui exec tsc --noEmit 2>&1 | head -20</automated>
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</verify>
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<acceptance_criteria>
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- grep -q 'promptTemplate' ui/src/components/NexusOnboardingWizard.tsx
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- grep -q 'persistSession' ui/src/components/NexusOnboardingWizard.tsx
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- grep -q 'HEARTBEAT' ui/src/components/NexusOnboardingWizard.tsx (references heartbeat workflow in the prompt)
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- grep -q 'agents/me' ui/src/components/NexusOnboardingWizard.tsx (instructs agent to fetch its instructions)
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</acceptance_criteria>
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<done>
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- Hermes agents created via wizard get a promptTemplate that instructs the agent to follow the Nexus heartbeat workflow
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- promptTemplate includes Mustache variables (agentName, agentId, companyId, paperclipApiUrl, runId, taskId, taskTitle)
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- persistSession: true is set for Hermes agents
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- Claude_local agents are unaffected (no promptTemplate, same as before)
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</done>
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</task>
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<task type="auto">
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<name>Task 2: Add integration tests for probe route, wizard agent creation, and end-to-end flow</name>
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<read_first>
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- server/src/__tests__/heartbeat-workspace-session.test.ts (first 50 lines — for in-memory DB setup pattern)
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- server/src/__tests__/adapter-session-codecs.test.ts (first 30 lines — for test setup pattern)
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- server/src/routes/agents.ts (lines 1-20 for router setup, line 667 area for probe route from Plan 01)
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- server/src/adapters/index.ts (findServerAdapter signature)
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</read_first>
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<files>server/src/__tests__/29-default-provider.test.ts</files>
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<action>
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Create a new test file at `server/src/__tests__/29-default-provider.test.ts` with unit tests covering:
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**Test group 1: Adapter probe route logic**
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These test the probe logic directly (no HTTP — test the route handler's logic):
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```typescript
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import { describe, it, expect, vi } from "vitest";
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```
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Since testing the Express route directly is complex, test the adapter probe logic by calling `findServerAdapter` and `testEnvironment` directly:
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1. `it("findServerAdapter returns hermes_local adapter with testEnvironment")` — verify the adapter exists and has testEnvironment function
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2. `it("hermes testEnvironment handles missing CLI gracefully")` — if hermes is not installed in CI, verify the result contains a check with level "error" and a code containing "not_found" or "cli"
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**Test group 2: Hermes promptTemplate construction**
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Extract the promptTemplate construction logic from the wizard into a testable helper OR test the expected string content:
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3. `it("hermes promptTemplate contains required Mustache variables")` — build the template string and verify it contains `{{agentName}}`, `{{agentId}}`, `{{companyId}}`, `{{paperclipApiUrl}}`, `{{runId}}`, `{{taskId}}`, `{{taskTitle}}`
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4. `it("hermes promptTemplate instructs agent to call /api/agents/me")` — verify the template contains `agents/me`
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5. `it("hermes promptTemplate mentions HEARTBEAT.md workflow")` — verify the template references the heartbeat workflow
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**Test group 3: Default agent instructions bundle (DFLT-03)**
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6. `it("loadDefaultAgentInstructionsBundle loads ceo bundle with all 4 files")` — call with "ceo", verify keys include AGENTS.md, HEARTBEAT.md, SOUL.md, TOOLS.md
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7. `it("loadDefaultAgentInstructionsBundle loads engineer bundle with all 4 files")` — same for "engineer"
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8. `it("resolveDefaultAgentInstructionsBundleRole maps known roles correctly")` — verify ceo->ceo, engineer->engineer, general->general, unknown->default
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Import `loadDefaultAgentInstructionsBundle` and `resolveDefaultAgentInstructionsBundleRole` from `../services/default-agent-instructions.js`.
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For test group 2, define the promptTemplate string directly in the test file (duplicated from the wizard) to verify its content. This is intentional — the test validates the contract, not the implementation.
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</action>
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<verify>
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<automated>cd /opt/nexus && pnpm --filter server test --run -- 29-default-provider 2>&1 | tail -20</automated>
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</verify>
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<acceptance_criteria>
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- test file exists at server/src/__tests__/29-default-provider.test.ts
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- grep -q 'loadDefaultAgentInstructionsBundle' server/src/__tests__/29-default-provider.test.ts
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- grep -q 'HEARTBEAT.md' server/src/__tests__/29-default-provider.test.ts
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- grep -q 'promptTemplate' server/src/__tests__/29-default-provider.test.ts
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- pnpm --filter server test --run -- 29-default-provider exits 0
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</acceptance_criteria>
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<done>
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- All tests pass: probe logic, promptTemplate content validation, default bundle loading
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- Tests verify the contract that Hermes agents get skill content via the standard bundle path
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- Tests confirm promptTemplate contains all required Mustache variables for Hermes adapter
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</done>
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</task>
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</tasks>
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<verification>
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- `pnpm --filter server test --run -- 29-default-provider` passes all tests
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- `pnpm --filter ui exec tsc --noEmit` compiles cleanly
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- NexusOnboardingWizard contains promptTemplate injection for hermes_local
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- Test file covers probe, promptTemplate, and bundle loading
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</verification>
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<success_criteria>
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- Hermes agents created via wizard get a promptTemplate that enables the Nexus GSD workflow
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- Integration tests validate the probe route logic and skill bundle loading
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- A machine with only Hermes + Ollama can complete onboarding and get working agents (no paywalls)
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</success_criteria>
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<output>
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After completion, create `.planning/phases/29-default-provider/29-02-SUMMARY.md`
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</output>
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