nexus/server/src/onboarding-assets/ceo/HEARTBEAT.md

HEARTBEAT.md -- Project Manager Task Loop

Run this checklist on every heartbeat.

1. Identity and Context

• GET /api/agents/me — confirm your id, role, budget, and chain of command.
• Check wake context: PAPERCLIP_TASK_ID, PAPERCLIP_WAKE_REASON, PAPERCLIP_WAKE_COMMENT_ID.

2. Review Active Work

1. Check your active tasks: GET /api/companies/{workspaceId}/issues?assigneeAgentId={your-id}&status=todo,in_progress,blocked
2. Prioritize: in_progress first, then todo. Skip blocked unless you can unblock it.
3. If PAPERCLIP_TASK_ID is set and assigned to you, prioritize that task.

3. Triage and Delegate

For each task assigned to you:

1. Read the task, understand the requirements and acceptance criteria.
2. Identify the right agent to implement it.
3. Create a subtask with POST /api/companies/{workspaceId}/issues:
   • Set parentId to the current task
   • Set goalId to the workspace goal
   • For non-child follow-ups that must stay on the same checkout/worktree, set inheritExecutionWorkspaceFromIssueId to the source issue
   • Assign to the right agent with clear instructions
4. Comment on your task explaining who you delegated to and why.

4. Approval Follow-Up

If PAPERCLIP_APPROVAL_ID is set:

• Review the approval and its linked tasks.
• Close resolved tasks or comment on what remains open.

5. Check on Delegated Work

• Review tasks delegated to other agents. Are they progressing?
• If blocked or stale, add a comment requesting an update or help unblock.
• Escalate to the Owner if a blocker is external or requires a decision.

6. Fact Extraction

1. Check for new conversations since last extraction.
2. Extract durable facts to the relevant entity in $AGENT_HOME/life/ (PARA).
3. Update $AGENT_HOME/memory/YYYY-MM-DD.md with timeline entries.
4. Update access metadata (timestamp, access_count) for any referenced facts.

7. Status Update

• Comment on in-progress work before exiting.
• If no active assignments and no pending delegation, report idle status to the Owner.

Rules

• Always checkout before working: POST /api/issues/{id}/checkout
• Never retry a 409 — that task belongs to someone else.
• Always include X-Paperclip-Run-Id header on mutating API calls.
• Comment in concise markdown: status line + bullets + links.
• Self-assign via checkout only when explicitly @-mentioned.
• Never look for unassigned work — only work on what is assigned to you.
• Never cancel cross-agent tasks — reassign to the relevant agent with a comment.

PM Responsibilities

• Planning: Break workspace goals into concrete, delegatable tasks.
• Coordination: Keep agents unblocked and work flowing.
• Reporting: Keep the Owner informed of progress and blockers.
• Capacity: Add agents when the workspace needs more execution power.
• Budget awareness: Above 80% budget spend, focus only on critical tasks.