hermes-agent/skills/devops/kanban-orchestrator/SKILL.md
Teknium c868425467
feat(kanban): durable multi-profile collaboration board (#17805)
Salvage of PR #16100 onto current main (after emozilla's #17514 fix
that unblocks plugin Pydantic body validation). History preserved on
the standing `feat/kanban-standing` branch; this squashes the 22
iterative commits into one clean landing.

What this lands:
- SQLite kernel (hermes_cli/kanban_db.py) — durable task board with
  tasks, task_links, task_runs, task_comments, task_events,
  kanban_notify_subs tables. WAL mode, atomic claim via CAS,
  tenant-namespaced, skills JSON array per task, max-runtime timeouts,
  worker heartbeats, idempotency keys, circuit breaker on repeated
  spawn failures, crash detection via /proc/<pid>/status, run history
  preserved across attempts.
- Dispatcher — runs inside the gateway by default
  (`kanban.dispatch_in_gateway: true`). Ticks every 60s, reclaims
  stale claims, promotes ready tasks, spawns `hermes -p <assignee>
  chat -q "work kanban task <id>"` with HERMES_KANBAN_TASK +
  HERMES_KANBAN_WORKSPACE env. Auto-loads `--skills kanban-worker`
  plus any per-task skills. Health telemetry warns on stuck ready
  queue.
- Structured tool surface (tools/kanban_tools.py) — 7 tools
  (kanban_show, kanban_complete, kanban_block, kanban_heartbeat,
  kanban_comment, kanban_create, kanban_link). Gated on
  HERMES_KANBAN_TASK via check_fn so zero schema footprint in normal
  sessions.
- System-prompt guidance (agent/prompt_builder.py KANBAN_GUIDANCE)
  injected only when kanban tools are active.
- Dashboard plugin (plugins/kanban/dashboard/) — Linear-style board
  UI: triage/todo/ready/running/blocked/done columns, drag-drop,
  inline create, task drawer with markdown, comments, run history,
  dependency editor, bulk ops, lanes-by-profile grouping, WS-driven
  live refresh. Matches active dashboard theme via CSS variables.
- CLI — `hermes kanban init|create|list|show|assign|link|unlink|
  claim|comment|complete|block|unblock|archive|tail|dispatch|context|
  init|gc|watch|stats|notify|log|heartbeat|runs|assignees` +
  `/kanban` slash in-session.
- Worker + orchestrator skills (skills/devops/kanban-worker +
  kanban-orchestrator) — pattern library for good summary/metadata
  shapes, retry diagnostics, block-reason examples, fan-out patterns.
- Per-task force-loaded skills — `--skill <name>` (repeatable),
  stored as JSON, threaded through to dispatcher argv as one
  `--skills X` pair per skill alongside the built-in kanban-worker.
  Dashboard + CLI + tool parity.
- Deprecation of standalone `hermes kanban daemon` — stub exits 2
  with migration guidance; `--force` escape hatch for headless hosts.
- Docs (website/docs/user-guide/features/kanban.md + kanban-tutorial.md)
  with 11 dashboard screenshots walking through four user stories
  (Solo Dev, Fleet Farming, Role Pipeline, Circuit Breaker).
- Tests (251 passing): kernel schema + migration + CAS atomicity,
  dispatcher logic, circuit breaker, crash detection, max-runtime
  timeouts, claim lifecycle, tenant isolation, idempotency keys, per-
  task skills round-trip + validation + dispatcher argv, tool surface
  (7 tools × round-trip + error paths), dashboard REST (CRUD + bulk
  + links + warnings), gateway-embedded dispatcher (config gate, env
  override, graceful shutdown), CLI deprecation stub, migration from
  legacy schemas.

Gateway integration:
- GatewayRunner._kanban_dispatcher_watcher — new asyncio background
  task, symmetric with _kanban_notifier_watcher. Runs dispatch_once
  via asyncio.to_thread so SQLite WAL never blocks the loop. Sleeps
  in 1s slices for snappy shutdown. Respects HERMES_KANBAN_DISPATCH_IN_GATEWAY=0
  env override for debugging.
- Config: new `kanban` section in DEFAULT_CONFIG with
  `dispatch_in_gateway: true` (default) + `dispatch_interval_seconds: 60`.
  Additive — no \_config_version bump needed.

Forward-compat:
- workflow_template_id / current_step_key columns on tasks (v1 writes
  NULL; v2 will use them for routing).
- task_runs holds claim machinery (claim_lock, claim_expires,
  worker_pid, last_heartbeat_at) so multi-attempt history is first-
  class from day one.

Closes #16102.

Co-authored-by: emozilla <emozilla@nousresearch.com>
2026-04-30 13:36:47 -07:00

7.8 KiB

name description version metadata
kanban-orchestrator Decomposition playbook + specialist-roster conventions + anti-temptation rules for an orchestrator profile routing work through Kanban. The "don't do the work yourself" rule and the basic lifecycle are auto-injected into every kanban worker's system prompt; this skill is the deeper playbook when you're specifically playing the orchestrator role. 2.0.0
hermes
tags related_skills
kanban
multi-agent
orchestration
routing
kanban-worker

Kanban Orchestrator — Decomposition Playbook

The core worker lifecycle (including the kanban_create fan-out pattern and the "decompose, don't execute" rule) is auto-injected into every kanban process via the KANBAN_GUIDANCE system-prompt block. This skill is the deeper playbook when you're an orchestrator profile whose whole job is routing.

When to use the board (vs. just doing the work)

Create Kanban tasks when any of these are true:

  1. Multiple specialists are needed. Research + analysis + writing is three profiles.
  2. The work should survive a crash or restart. Long-running, recurring, or important.
  3. The user might want to interject. Human-in-the-loop at any step.
  4. Multiple subtasks can run in parallel. Fan-out for speed.
  5. Review / iteration is expected. A reviewer profile loops on drafter output.
  6. The audit trail matters. Board rows persist in SQLite forever.

If none of those apply — it's a small one-shot reasoning task — use delegate_task instead or answer the user directly.

The anti-temptation rules

Your job description says "route, don't execute." The rules that enforce that:

  • Do not execute the work yourself. Your restricted toolset usually doesn't even include terminal/file/code/web for implementation. If you find yourself "just fixing this quickly" — stop and create a task for the right specialist.
  • For any concrete task, create a Kanban task and assign it. Every single time.
  • If no specialist fits, ask the user which profile to create. Do not default to doing it yourself under "close enough."
  • Decompose, route, and summarize — that's the whole job.

The standard specialist roster (convention)

Unless the user's setup has customized profiles, assume these exist. Adjust to whatever the user actually has — ask if you're unsure.

Profile Does Typical workspace
researcher Reads sources, gathers facts, writes findings scratch
analyst Synthesizes, ranks, de-dupes. Consumes multiple researcher outputs scratch
writer Drafts prose in the user's voice scratch or dir: into their Obsidian vault
reviewer Reads output, leaves findings, gates approval scratch
backend-eng Writes server-side code worktree
frontend-eng Writes client-side code worktree
ops Runs scripts, manages services, handles deployments dir: into ops scripts repo
pm Writes specs, acceptance criteria scratch

Decomposition playbook

Step 1 — Understand the goal

Ask clarifying questions if the goal is ambiguous. Cheap to ask; expensive to spawn the wrong fleet.

Step 2 — Sketch the task graph

Before creating anything, draft the graph out loud (in your response to the user). Example for "Analyze whether we should migrate to Postgres":

T1  researcher        research: Postgres cost vs current
T2  researcher        research: Postgres performance vs current
T3  analyst           synthesize migration recommendation       parents: T1, T2
T4  writer            draft decision memo                       parents: T3

Show this to the user. Let them correct it before you create anything.

t1 = kanban_create(
    title="research: Postgres cost vs current",
    assignee="researcher",
    body="Compare estimated infrastructure costs, migration costs, and ongoing ops costs over a 3-year window. Sources: AWS/GCP pricing, team time estimates, current Postgres bills from peers.",
    tenant=os.environ.get("HERMES_TENANT"),
)["task_id"]

t2 = kanban_create(
    title="research: Postgres performance vs current",
    assignee="researcher",
    body="Compare query latency, throughput, and scaling characteristics at our expected data volume (~500GB, 10k QPS peak). Sources: benchmark papers, public case studies, pgbench results if easy.",
)["task_id"]

t3 = kanban_create(
    title="synthesize migration recommendation",
    assignee="analyst",
    body="Read the findings from T1 (cost) and T2 (performance). Produce a 1-page recommendation with explicit trade-offs and a go/no-go call.",
    parents=[t1, t2],
)["task_id"]

t4 = kanban_create(
    title="draft decision memo",
    assignee="writer",
    body="Turn the analyst's recommendation into a 2-page memo for the CTO. Match the tone of previous decision memos in the team's knowledge base.",
    parents=[t3],
)["task_id"]

parents=[...] gates promotion — children stay in todo until every parent reaches done, then auto-promote to ready. No manual coordination needed; the dispatcher and dependency engine handle it.

Step 4 — Complete your own task

If you were spawned as a task yourself (e.g. planner profile was assigned T0: "investigate Postgres migration"), mark it done with a summary of what you created:

kanban_complete(
    summary="decomposed into T1-T4: 2 researchers parallel, 1 analyst on their outputs, 1 writer on the recommendation",
    metadata={
        "task_graph": {
            "T1": {"assignee": "researcher", "parents": []},
            "T2": {"assignee": "researcher", "parents": []},
            "T3": {"assignee": "analyst", "parents": ["T1", "T2"]},
            "T4": {"assignee": "writer", "parents": ["T3"]},
        },
    },
)

Step 5 — Report back to the user

Tell them what you created in plain prose:

I've queued 4 tasks:

  • T1 (researcher): cost comparison
  • T2 (researcher): performance comparison, in parallel with T1
  • T3 (analyst): synthesizes T1 + T2 into a recommendation
  • T4 (writer): turns T3 into a CTO memo

The dispatcher will pick up T1 and T2 now. T3 starts when both finish. You'll get a gateway ping when T4 completes. Use the dashboard or hermes kanban tail <id> to follow along.

Common patterns

Fan-out + fan-in (research → synthesize): N researcher tasks with no parents, one analyst task with all of them as parents.

Pipeline with gates: pm → backend-eng → reviewer. Each stage's parents=[previous_task]. Reviewer blocks or completes; if reviewer blocks, the operator unblocks with feedback and respawns.

Same-profile queue: 50 tasks, all assigned to translator, no dependencies between them. Dispatcher serializes — translator processes them in priority order, accumulating experience in their own memory.

Human-in-the-loop: Any task can kanban_block() to wait for input. Dispatcher respawns after /unblock. The comment thread carries the full context.

Pitfalls

Reassignment vs. new task. If a reviewer blocks with "needs changes," create a NEW task linked from the reviewer's task — don't re-run the same task with a stern look. The new task is assigned to the original implementer profile.

Argument order for links. kanban_link(parent_id=..., child_id=...) — parent first. Mixing them up demotes the wrong task to todo.

Don't pre-create the whole graph if the shape depends on intermediate findings. If T3's structure depends on what T1 and T2 find, let T3 exist as a "synthesize findings" task whose own first step is to read parent handoffs and plan the rest. Orchestrators can spawn orchestrators.

Tenant inheritance. If HERMES_TENANT is set in your env, pass tenant=os.environ.get("HERMES_TENANT") on every kanban_create call so child tasks stay in the same namespace.