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feat(kanban): add specify — auxiliary LLM fleshes out triage tasks (#21435)
* feat(kanban): add `specify` — auxiliary LLM fleshes out triage tasks
The Triage column shipped with a placeholder 'a specifier will flesh
out the spec', but the specifier itself was never built. This wires
it up as a dedicated CLI verb.
`hermes kanban specify <id>` calls the auxiliary LLM (configured under
`auxiliary.triage_specifier`) to expand a rough one-liner into a
concrete spec — tightened title plus a body with Goal / Approach /
Acceptance criteria / Out-of-scope sections — then atomically flips
`status: triage -> todo` and recomputes ready so parent-free tasks
go straight to the dispatcher on the same tick.
Surface:
hermes kanban specify <task_id> # single task
hermes kanban specify --all [--tenant T] # sweep triage column
hermes kanban specify ... --author NAME # audit-comment author
hermes kanban specify ... --json # one JSON line per task
Design choices:
- Parent gating is preserved. specify_triage_task flips to 'todo',
then recompute_ready promotes to 'ready' only when parents are
done — same rule as a normal parent-gated todo.
- No daemon, no background watcher. Every invocation is explicit —
keeps cost predictable and doesn't fight the dispatcher loop.
- Response parse is lenient: strict JSON preferred, markdown-fence
tolerated, raw-body fallback on malformed JSON so the LLM can't
strand a task in triage.
- All failure modes (no aux client, API error, task moved out of
triage mid-call) return SpecifyOutcome(ok=False, reason=...) so
--all continues past individual failures.
Changes:
hermes_cli/kanban_db.py + specify_triage_task()
hermes_cli/kanban_specify.py NEW (~220 LOC — prompt, parse, call)
hermes_cli/kanban.py + specify subcommand + _cmd_specify
hermes_cli/config.py + auxiliary.triage_specifier task slot
website/docs/user-guide/features/kanban.md specify + config notes
website/docs/reference/cli-commands.md CLI reference entry
tests/hermes_cli/test_kanban_specify_db.py NEW (10 tests)
tests/hermes_cli/test_kanban_specify.py NEW (20 tests)
Validation: 30/30 targeted tests pass. E2E: triage task -> specify ->
ends in 'ready' with events [created, specified, promoted] and the
audit comment recorded under the configured author.
* feat(kanban): wire specifier into dashboard and gateway slash
Follow-ups to the initial PR #21435 — closes the two gaps I'd left as
post-merge: dashboard button and first-class gateway surface.
Dashboard (plugins/kanban/dashboard/)
- POST /tasks/:id/specify NEW endpoint. Thin wrapper around
kanban_specify.specify_task(). Returns the CLI outcome shape
({ok, task_id, reason, new_title}); ok=false with a human reason
is a 200, not a 4xx, so the UI can render it inline without
treating 'no aux client configured' as a crash.
- Runs sync in FastAPI's threadpool because the LLM call can take
tens of seconds on reasoning models.
- Pins HERMES_KANBAN_BOARD around the specify call so the module's
argless kb.connect() lands on the right board.
- dist/index.js: doSpecify callback threaded through the drawer →
TaskDetail → StatusActions prop chain. ✨ Specify button appears
ONLY when task.status === 'triage' (elsewhere the backend would
reject anyway — hide the button to keep the action row clean).
Busy state (Specifying…) + inline success/error banner under the
button using the response.reason text.
- dist/style.css: tiny hermes-kanban-msg-ok / -err classes using
existing --color vars so themes reskin cleanly.
Gateway slash (/kanban specify)
- Already works via the existing run_slash → build_parser →
kanban_command pipeline. No code change needed — slash commands
inherit the argparse tree automatically. Added coverage:
test_run_slash_specify_end_to_end (create --triage, specify, verify
promotion + retitle) and test_run_slash_specify_help_is_reachable.
Tests
- tests/plugins/test_kanban_dashboard_plugin.py: 3 new tests for the
REST endpoint — happy path, non-triage rejection as ok=false 200,
missing aux client as ok=false 200.
- tests/hermes_cli/test_kanban_cli.py: 2 new slash-surface tests.
Docs
- website/docs/user-guide/features/kanban.md: dashboard action row
description mentions ✨ Specify + all three surfaces. REST table
gains /tasks/:id/specify. Slash examples include /kanban specify.
Validation: 340/340 targeted tests pass. E2E via TestClient: create a
triage task over REST → POST /specify with mocked aux client → task
moves to 'ready' column on /board with new title and body applied.
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@ -378,6 +378,7 @@ Multi-profile, multi-project collaboration board. Each install can host many boa
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| `tail <id>` | Follow a task's event stream. |
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| `dispatch` | One dispatcher pass on the active board. Flags: `--dry-run`, `--max N`, `--json`. |
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| `context <id>` | Print the full context a worker would see (title + body + parent results + comments). |
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| `specify <id>` / `specify --all` | Flesh out a triage-column task into a concrete spec (title + body with goal, approach, acceptance criteria) via the auxiliary LLM, then promote it to `todo`. Flags: `--tenant` (scope `--all` to one tenant), `--author`, `--json`. Configure the model under `auxiliary.triage_specifier` in `config.yaml`. |
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| `gc` | Remove scratch workspaces for archived tasks. |
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Examples:
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@ -442,7 +442,7 @@ hermes dashboard # "Kanban" tab appears in the nav, after "Skills"
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### What the plugin gives you
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- A **Kanban** tab showing one column per status: `triage`, `todo`, `ready`, `running`, `blocked`, `done` (plus `archived` when the toggle is on).
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- `triage` is the parking column for rough ideas a specifier is expected to flesh out. Tasks created with `hermes kanban create --triage` (or via the Triage column's inline create) land here and the dispatcher leaves them alone until a human or specifier promotes them to `todo` / `ready`.
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- `triage` is the parking column for rough ideas a specifier is expected to flesh out. Tasks created with `hermes kanban create --triage` (or via the Triage column's inline create) land here and the dispatcher leaves them alone until a human or specifier promotes them to `todo` / `ready`. Run `hermes kanban specify <id>` to have the auxiliary LLM expand a triage task into a concrete spec (title + body with goal, approach, acceptance criteria) and promote it to `todo` in one shot; `--all` sweeps every triage task at once. Configure which model runs the specifier under `auxiliary.triage_specifier` in `config.yaml`.
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- Cards show the task id, title, priority badge, tenant tag, assigned profile, comment/link counts, a **progress pill** (`N/M` children done when the task has dependents), and "created N ago". A per-card checkbox enables multi-select.
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- **Per-profile lanes inside Running** — toolbar checkbox toggles sub-grouping of the Running column by assignee.
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- **Live updates via WebSocket** — the plugin tails the append-only `task_events` table on a short poll interval; the board reflects changes the instant any profile (CLI, gateway, or another dashboard tab) acts. Reloads are debounced so a burst of events triggers a single refetch.
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@ -454,7 +454,7 @@ hermes dashboard # "Kanban" tab appears in the nav, after "Skills"
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- **Editable assignee / priority** — click the meta row to rewrite.
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- **Editable description** — markdown-rendered by default (headings, bold, italic, inline code, fenced code, `http(s)` / `mailto:` links, bullet lists), with an "edit" button that swaps in a textarea. Markdown rendering is a tiny, XSS-safe renderer — every substitution runs on HTML-escaped input, only `http(s)` / `mailto:` links pass through, and `target="_blank"` + `rel="noopener noreferrer"` are always set.
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- **Dependency editor** — chip list of parents and children, each with an `×` to unlink, plus dropdowns over every other task to add a new parent or child. Cycle attempts are rejected server-side with a clear message.
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- **Status action row** (→ triage / → ready / → running / block / unblock / complete / archive) with confirm prompts for destructive transitions.
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- **Status action row** (→ triage / → ready / → running / block / unblock / complete / archive) with confirm prompts for destructive transitions. For cards in the **Triage** column the row also exposes a **✨ Specify** button that calls the auxiliary LLM (`auxiliary.triage_specifier` in `config.yaml`) to expand the one-liner into a concrete spec (title + body with goal, approach, acceptance criteria) and promote the task to `todo`. The same behaviour is reachable from the CLI (`hermes kanban specify <id>` / `--all`), from any gateway platform (`/kanban specify <id>`), and programmatically via `POST /api/plugins/kanban/tasks/:id/specify`.
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- Result section (also markdown-rendered), comment thread with Enter-to-submit, the last 20 events.
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- **Toolbar filters** — free-text search, tenant dropdown (defaults to `dashboard.kanban.default_tenant` from `config.yaml`), assignee dropdown, "show archived" toggle, "lanes by profile" toggle, and a **Nudge dispatcher** button so you don't have to wait for the next 60 s tick.
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@ -496,6 +496,7 @@ All routes are mounted under `/api/plugins/kanban/` and protected by the dashboa
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| `PATCH` | `/tasks/:id` | Status / assignee / priority / title / body / result |
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| `POST` | `/tasks/bulk` | Apply the same patch (status / archive / assignee / priority) to every id in `ids`. Per-id failures reported without aborting siblings |
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| `POST` | `/tasks/:id/comments` | Append a comment |
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| `POST` | `/tasks/:id/specify` | Run the triage specifier — auxiliary LLM fleshes out the task body and promotes it from `triage` to `todo`. Returns `{ok, task_id, reason, new_title}`; `ok=false` with a human-readable reason on "not in triage" / no aux client / LLM error is a 200, not a 4xx |
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| `POST` | `/links` | Add a dependency (`parent_id` → `child_id`) |
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| `DELETE` | `/links?parent_id=…&child_id=…` | Remove a dependency |
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| `POST` | `/dispatch?max=…&dry_run=…` | Nudge the dispatcher — skip the 60 s wait |
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@ -588,6 +589,8 @@ hermes kanban notify-list [<id>] [--json]
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hermes kanban notify-unsubscribe <id>
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--platform <name> --chat-id <id> [--thread-id <id>]
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hermes kanban context <id> # what a worker sees
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hermes kanban specify [<id> | --all] [--tenant T] # flesh out a triage-column idea
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[--author NAME] [--json] # into a full spec and promote to todo
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hermes kanban gc [--event-retention-days N] # workspaces + old events + old logs
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[--log-retention-days N]
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```
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@ -605,6 +608,8 @@ Every `hermes kanban <action>` verb is also reachable as `/kanban <action>` —
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/kanban comment t_abcd "looks good, ship it"
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/kanban unblock t_abcd
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/kanban dispatch --max 3
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/kanban specify t_abcd # flesh out a triage one-liner into a real spec
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/kanban specify --all --tenant engineering # sweep every triage task in one tenant
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```
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Quote multi-word arguments the same way you would on a shell — `run_slash` parses the rest of the line with `shlex.split`, so `"..."` and `'...'` both work.
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@ -658,7 +663,7 @@ The board supports these eight patterns without any new primitives:
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| **P6 `@mention`** | inline routing from prose | `@reviewer look at this` |
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| **P7 Thread-scoped workspace** | `/kanban here` in a thread | per-project gateway threads |
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| **P8 Fleet farming** | one profile, N subjects | 50 social accounts |
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| **P9 Triage specifier** | rough idea → `triage` → specifier expands body → `todo` | "turn this one-liner into a spec' task" |
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| **P9 Triage specifier** | rough idea → `triage` → `hermes kanban specify` expands body → `todo` | "turn this one-liner into a spec'd task" |
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For worked examples of each, see `docs/hermes-kanban-v1-spec.pdf`.
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