hermes-agent/website/docs/user-guide/features/kanban.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

36 KiB
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sidebar_position title description
12 Kanban (Multi-Agent Board) Durable SQLite-backed task board for coordinating multiple Hermes profiles

Kanban — Multi-Agent Profile Collaboration

Want a walkthrough? Read the Kanban tutorial — four user stories (solo dev, fleet farming, role pipeline with retry, circuit breaker) with dashboard screenshots of each. This page is the reference; the tutorial is the narrative.

Hermes Kanban is a durable task board, shared across all your Hermes profiles, that lets multiple named agents collaborate on work without fragile in-process subagent swarms. Every task is a row in ~/.hermes/kanban.db; every handoff is a row anyone can read and write; every worker is a full OS process with its own identity.

This is the shape that covers the workloads delegate_task can't:

  • Research triage — parallel researchers + analyst + writer, human-in-the-loop.
  • Scheduled ops — recurring daily briefs that build a journal over weeks.
  • Digital twins — persistent named assistants (inbox-triage, ops-review) that accumulate memory over time.
  • Engineering pipelines — decompose → implement in parallel worktrees → review → iterate → PR.
  • Fleet work — one specialist managing N subjects (50 social accounts, 12 monitored services).

For the full design rationale, comparative analysis against Cline Kanban / Paperclip / NanoClaw / Google Gemini Enterprise, and the eight canonical collaboration patterns, see docs/hermes-kanban-v1-spec.pdf in the repository.

Kanban vs. delegate_task

They look similar; they are not the same primitive.

delegate_task Kanban
Shape RPC call (fork → join) Durable message queue + state machine
Parent Blocks until child returns Fire-and-forget after create
Child identity Anonymous subagent Named profile with persistent memory
Resumability None — failed = failed Block → unblock → re-run; crash → reclaim
Human in the loop Not supported Comment / unblock at any point
Agents per task One call = one subagent N agents over task's life (retry, review, follow-up)
Audit trail Lost on context compression Durable rows in SQLite forever
Coordination Hierarchical (caller → callee) Peer — any profile reads/writes any task

One-sentence distinction: delegate_task is a function call; Kanban is a work queue where every handoff is a row any profile (or human) can see and edit.

Use delegate_task when the parent agent needs a short reasoning answer before continuing, no humans involved, result goes back into the parent's context.

Use Kanban when work crosses agent boundaries, needs to survive restarts, might need human input, might be picked up by a different role, or needs to be discoverable after the fact.

They coexist: a kanban worker may call delegate_task internally during its run.

Core concepts

  • Task — a row with title, optional body, one assignee (a profile name), status (triage | todo | ready | running | blocked | done | archived), optional tenant namespace, optional idempotency key (dedup for retried automation).
  • Linktask_links row recording a parent → child dependency. The dispatcher promotes todo → ready when all parents are done.
  • Comment — the inter-agent protocol. Agents and humans append comments; when a worker is (re-)spawned it reads the full comment thread as part of its context.
  • Workspace — the directory a worker operates in. Three kinds:
    • scratch (default) — fresh tmp dir under ~/.hermes/kanban/workspaces/<id>/.
    • dir:<path> — an existing shared directory (Obsidian vault, mail ops dir, per-account folder). Must be an absolute path. Relative paths like dir:../tenants/foo/ are rejected at dispatch because they'd resolve against whatever CWD the dispatcher happens to be in, which is ambiguous and a confused-deputy escape vector. The path is otherwise trusted — it's your box, your filesystem, the worker runs with your uid. This is the trusted-local-user threat model; kanban is single-host by design.
    • worktree — a git worktree under .worktrees/<id>/ for coding tasks. Worker-side git worktree add creates it.
  • Dispatcher — a long-lived loop that, every N seconds (default 60): reclaims stale claims, reclaims crashed workers (PID gone but TTL not yet expired), promotes ready tasks, atomically claims, spawns assigned profiles. Runs inside the gateway by default (kanban.dispatch_in_gateway: true). After ~5 consecutive spawn failures on the same task the dispatcher auto-blocks it with the last error as the reason — prevents thrashing on tasks whose profile doesn't exist, workspace can't mount, etc.
  • Tenant — optional string namespace. One specialist fleet can serve multiple businesses (--tenant business-a) with data isolation by workspace path and memory key prefix.

Quick start

# 1. Create the board
hermes kanban init

# 2. Start the gateway (hosts the embedded dispatcher)
hermes gateway start

# 3. Create a task
hermes kanban create "research AI funding landscape" --assignee researcher

# 4. Watch activity live
hermes kanban watch

# 5. See the board
hermes kanban list
hermes kanban stats

Gateway-embedded dispatcher (default)

The dispatcher runs inside the gateway process. Nothing to install, no separate service to manage — if the gateway is up, ready tasks get picked up on the next tick (60s by default).

# config.yaml
kanban:
  dispatch_in_gateway: true        # default
  dispatch_interval_seconds: 60    # default

Override the config flag at runtime via HERMES_KANBAN_DISPATCH_IN_GATEWAY=0 for debugging. Standard gateway supervision applies: run hermes gateway start directly, or wire the gateway up as a systemd user unit (see the gateway docs). Without a running gateway, ready tasks stay where they are until one comes up — hermes kanban create warns about this at creation time.

Running hermes kanban daemon as a separate process is deprecated; use the gateway. If you truly cannot run the gateway (headless host policy forbids long-lived services, etc.) a --force escape hatch keeps the old standalone daemon alive for one release cycle, but running both a gateway-embedded dispatcher AND a standalone daemon against the same kanban.db causes claim races and is not supported.

Idempotent create (for automation / webhooks)

# First call creates the task. Any subsequent call with the same key
# returns the existing task id instead of duplicating.
hermes kanban create "nightly ops review" \
    --assignee ops \
    --idempotency-key "nightly-ops-$(date -u +%Y-%m-%d)" \
    --json

Bulk CLI verbs

All the lifecycle verbs accept multiple ids so you can clean up a batch in one command:

hermes kanban complete t_abc t_def t_hij --result "batch wrap"
hermes kanban archive  t_abc t_def t_hij
hermes kanban unblock  t_abc t_def
hermes kanban block    t_abc "need input" --ids t_def t_hij

How workers interact with the board

When the dispatcher spawns a worker, it sets HERMES_KANBAN_TASK in the child's env. That env var is the gate for a dedicated kanban toolset — 7 tools that the normal agent schema never sees:

Tool Purpose
kanban_show Read the current task (title, body, prior attempts, parent handoffs, comments, full worker_context). Defaults to the env's task id.
kanban_complete Finish with summary + metadata structured handoff.
kanban_block Escalate for human input.
kanban_heartbeat Signal liveness during long operations.
kanban_comment Append to the task thread.
kanban_create (Orchestrators) fan out into child tasks.
kanban_link (Orchestrators) add dependency edges after the fact.

Why tools and not just shelling to hermes kanban? Three reasons:

  1. Backend portability. Workers whose terminal tool points at a remote backend (Docker / Modal / Singularity / SSH) would run hermes kanban complete inside the container where hermes isn't installed and the DB isn't mounted. The kanban tools run in the agent's own Python process and always reach ~/.hermes/kanban.db regardless of terminal backend.
  2. No shell-quoting fragility. Passing --metadata '{"files": [...]}' through shlex + argparse is a latent footgun. Structured tool args skip it.
  3. Better errors. Tool results are structured JSON the model can reason about, not stderr strings it has to parse.

Zero schema footprint on normal sessions. A regular hermes chat session has zero kanban_* tools in its schema. The check_fn on each tool only returns True when HERMES_KANBAN_TASK is set, which only happens when the dispatcher spawned this process. No tool bloat for users who never touch kanban.

The kanban-worker and kanban-orchestrator skills teach the model which tool to call when and in what order.

The worker skill

Any profile that should be able to work kanban tasks must load the kanban-worker skill. It teaches the worker the full lifecycle:

  1. On spawn, call kanban_show() to read title + body + parent handoffs + prior attempts + full comment thread.
  2. cd $HERMES_KANBAN_WORKSPACE and do the work there.
  3. Call kanban_heartbeat(note="...") every few minutes during long operations.
  4. Complete with kanban_complete(summary="...", metadata={...}), or kanban_block(reason="...") if stuck.

Load it with:

hermes skills install devops/kanban-worker

The dispatcher also auto-passes --skills kanban-worker when spawning every worker, so the worker always has the pattern library available even if a profile's default skills config doesn't include it.

Pinning extra skills to a specific task

Sometimes a single task needs specialist context the assignee profile doesn't carry by default — a translation job that needs the translation skill, a review task that needs github-code-review, a security audit that needs security-pr-audit. Rather than editing the assignee's profile every time, attach the skills directly to the task:

# CLI — repeat --skill for each extra skill
hermes kanban create "translate README to Japanese" \
    --assignee linguist \
    --skill translation

# Multiple skills
hermes kanban create "audit auth flow" \
    --assignee reviewer \
    --skill security-pr-audit \
    --skill github-code-review

From the dashboard's inline create form, type the skills comma-separated into the skills field. From another agent (orchestrator pattern), use kanban_create(skills=[...]):

kanban_create(
    title="translate README to Japanese",
    assignee="linguist",
    skills=["translation"],
)

These skills are additive to the built-in kanban-worker — the dispatcher emits one --skills <name> flag for each (and for the built-in), so the worker spawns with all of them loaded. The skill names must match skills that are actually installed on the assignee's profile (run hermes skills list to see what's available); there's no runtime install.

The orchestrator skill

A well-behaved orchestrator does not do the work itself. It decomposes the user's goal into tasks, links them, assigns each to a specialist, and steps back. The kanban-orchestrator skill encodes this: anti-temptation rules, a standard specialist roster (researcher, writer, analyst, backend-eng, reviewer, ops), and a decomposition playbook.

Load it into your orchestrator profile:

hermes skills install devops/kanban-orchestrator

For best results, pair it with a profile whose toolsets are restricted to board operations (kanban, gateway, memory) so the orchestrator literally cannot execute implementation tasks even if it tries.

Dashboard (GUI)

The /kanban CLI and slash command are enough to run the board headlessly, but a visual board is often the right interface for humans-in-the-loop: triage, cross-profile supervision, reading comment threads, and dragging cards between columns. Hermes ships this as a bundled dashboard plugin at plugins/kanban/ — not a core feature, not a separate service — following the model laid out in Extending the Dashboard.

Open it with:

hermes kanban init      # one-time: create kanban.db if not already present
hermes dashboard        # "Kanban" tab appears in the nav, after "Skills"

What the plugin gives you

  • A Kanban tab showing one column per status: triage, todo, ready, running, blocked, done (plus archived when the toggle is on).
    • 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.
  • 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.
  • Per-profile lanes inside Running — toolbar checkbox toggles sub-grouping of the Running column by assignee.
  • 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.
  • Drag-drop cards between columns to change status. The drop sends PATCH /api/plugins/kanban/tasks/:id which routes through the same kanban_db code the CLI uses — the three surfaces can never drift. Moves into destructive statuses (done, archived, blocked) prompt for confirmation. Touch devices use a pointer-based fallback so the board is usable from a tablet.
  • Inline create — click + on any column header to type a title, assignee, priority, and (optionally) a parent task from a dropdown over every existing task. Creating from the Triage column automatically parks the new task in triage.
  • Multi-select with bulk actions — shift/ctrl-click a card or tick its checkbox to add it to the selection. A bulk action bar appears at the top with batch status transitions, archive, and reassign (by profile dropdown, or "(unassign)"). Destructive batches confirm first. Per-id partial failures are reported without aborting the rest.
  • Click a card (without shift/ctrl) to open a side drawer (Escape or click-outside closes) with:
    • Editable title — click the heading to rename.
    • Editable assignee / priority — click the meta row to rewrite.
    • 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.
    • 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.
    • Status action row (→ triage / → ready / → running / block / unblock / complete / archive) with confirm prompts for destructive transitions.
    • Result section (also markdown-rendered), comment thread with Enter-to-submit, the last 20 events.
  • 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.

Visually the target is the familiar Linear / Fusion layout: dark theme, column headers with counts, coloured status dots, pill chips for priority and tenant. The plugin reads only theme CSS vars (--color-*, --radius, --font-mono, ...), so it reskins automatically with whichever dashboard theme is active.

Architecture

The GUI is strictly a read-through-the-DB + write-through-kanban_db layer with no domain logic of its own:

┌────────────────────────┐      WebSocket (tails task_events)
│   React SPA (plugin)   │ ◀──────────────────────────────────┐
│   HTML5 drag-and-drop  │                                    │
└──────────┬─────────────┘                                    │
           │ REST over fetchJSON                              │
           ▼                                                  │
┌────────────────────────┐     writes call kanban_db.*        │
│  FastAPI router        │     directly — same code path      │
│  plugins/kanban/       │     the CLI /kanban verbs use      │
│  dashboard/plugin_api.py                                    │
└──────────┬─────────────┘                                    │
           │                                                  │
           ▼                                                  │
┌────────────────────────┐                                    │
│  ~/.hermes/kanban.db   │ ───── append task_events ──────────┘
│  (WAL, shared)         │
└────────────────────────┘

REST surface

All routes are mounted under /api/plugins/kanban/ and protected by the dashboard's ephemeral session token:

Method Path Purpose
GET /board?tenant=<name>&include_archived=… Full board grouped by status column, plus tenants + assignees for filter dropdowns
GET /tasks/:id Task + comments + events + links
POST /tasks Create (wraps kanban_db.create_task, accepts triage: bool and parents: [id, …])
PATCH /tasks/:id Status / assignee / priority / title / body / result
POST /tasks/bulk Apply the same patch (status / archive / assignee / priority) to every id in ids. Per-id failures reported without aborting siblings
POST /tasks/:id/comments Append a comment
POST /links Add a dependency (parent_idchild_id)
DELETE /links?parent_id=…&child_id=… Remove a dependency
POST /dispatch?max=…&dry_run=… Nudge the dispatcher — skip the 60 s wait
GET /config Read dashboard.kanban preferences from config.yamldefault_tenant, lane_by_profile, include_archived_by_default, render_markdown
WS /events?since=<event_id> Live stream of task_events rows

Every handler is a thin wrapper — the plugin is ~700 lines of Python (router + WebSocket tail + bulk batcher + config reader) and adds no new business logic. A tiny _conn() helper auto-initializes kanban.db on every read and write, so a fresh install works whether the user opened the dashboard first, hit the REST API directly, or ran hermes kanban init.

Dashboard config

Any of these keys under dashboard.kanban in ~/.hermes/config.yaml changes the tab's defaults — the plugin reads them at load time via GET /config:

dashboard:
  kanban:
    default_tenant: acme              # preselects the tenant filter
    lane_by_profile: true             # default for the "lanes by profile" toggle
    include_archived_by_default: false
    render_markdown: true             # set false for plain <pre> rendering

Each key is optional and falls back to the shown default.

Security model

The dashboard's HTTP auth middleware explicitly skips /api/plugins/ — plugin routes are unauthenticated by design because the dashboard binds to localhost by default. That means the kanban REST surface is reachable from any process on the host.

The WebSocket takes one additional step: it requires the dashboard's ephemeral session token as a ?token=… query parameter (browsers can't set Authorization on an upgrade request), matching the pattern used by the in-browser PTY bridge.

If you run hermes dashboard --host 0.0.0.0, every plugin route — kanban included — becomes reachable from the network. Don't do that on a shared host. The board contains task bodies, comments, and workspace paths; an attacker reaching these routes gets read access to your entire collaboration surface and can also create / reassign / archive tasks.

Tasks in ~/.hermes/kanban.db are profile-agnostic on purpose (that's the coordination primitive). If you open the dashboard with hermes -p <profile> dashboard, the board still shows tasks created by any other profile on the host. Same user owns all profiles, but this is worth knowing if multiple personas coexist.

Live updates

task_events is an append-only SQLite table with a monotonic id. The WebSocket endpoint holds each client's last-seen event id and pushes new rows as they land. When a burst of events arrives, the frontend reloads the (very cheap) board endpoint — simpler and more correct than trying to patch local state from every event kind. WAL mode means the read loop never blocks the dispatcher's BEGIN IMMEDIATE claim transactions.

Extending it

The plugin uses the standard Hermes dashboard plugin contract — see Extending the Dashboard for the full manifest reference, shell slots, page-scoped slots, and the Plugin SDK. Extra columns, custom card chrome, tenant-filtered layouts, or full tab.override replacements are all expressible without forking this plugin.

To disable without removing: add dashboard.plugins.kanban.enabled: false to config.yaml (or delete plugins/kanban/dashboard/manifest.json).

Scope boundary

The GUI is deliberately thin. Everything the plugin does is reachable from the CLI; the plugin just makes it comfortable for humans. Auto-assignment, budgets, governance gates, and org-chart views remain user-space — a router profile, another plugin, or a reuse of tools/approval.py — exactly as listed in the out-of-scope section of the design spec.

CLI command reference

hermes kanban init                                     # create kanban.db + print daemon hint
hermes kanban create "<title>" [--body ...] [--assignee <profile>]
                                [--parent <id>]... [--tenant <name>]
                                [--workspace scratch|worktree|dir:<path>]
                                [--priority N] [--triage] [--idempotency-key KEY]
                                [--max-runtime 30m|2h|1d|<seconds>]
                                [--skill <name>]...
                                [--json]
hermes kanban list [--mine] [--assignee P] [--status S] [--tenant T] [--archived] [--json]
hermes kanban show <id> [--json]
hermes kanban assign <id> <profile>                    # or 'none' to unassign
hermes kanban link <parent_id> <child_id>
hermes kanban unlink <parent_id> <child_id>
hermes kanban claim <id> [--ttl SECONDS]
hermes kanban comment <id> "<text>" [--author NAME]

# Bulk verbs — accept multiple ids:
hermes kanban complete <id>... [--result "..."]
hermes kanban block <id> "<reason>" [--ids <id>...]
hermes kanban unblock <id>...
hermes kanban archive <id>...

hermes kanban tail <id>                                # follow a single task's event stream
hermes kanban watch [--assignee P] [--tenant T]        # live stream ALL events to the terminal
        [--kinds completed,blocked,…] [--interval SECS]
hermes kanban heartbeat <id> [--note "..."]            # worker liveness signal for long ops
hermes kanban runs <id> [--json]                       # attempt history (one row per run)
hermes kanban assignees [--json]                       # profiles on disk + per-assignee task counts
hermes kanban dispatch [--dry-run] [--max N]           # one-shot pass
        [--failure-limit N] [--json]
hermes kanban daemon --force                           # DEPRECATED — standalone dispatcher (use `hermes gateway start` instead)
        [--failure-limit N] [--pidfile PATH] [-v]
hermes kanban stats [--json]                           # per-status + per-assignee counts
hermes kanban log <id> [--tail BYTES]                  # worker log from ~/.hermes/kanban/logs/
hermes kanban notify-subscribe <id>                    # gateway bridge hook (used by /kanban in the gateway)
        --platform <name> --chat-id <id> [--thread-id <id>] [--user-id <id>]
hermes kanban notify-list [<id>] [--json]
hermes kanban notify-unsubscribe <id>
        --platform <name> --chat-id <id> [--thread-id <id>]
hermes kanban context <id>                             # what a worker sees
hermes kanban gc [--event-retention-days N]            # workspaces + old events + old logs
        [--log-retention-days N]

All commands are also available as a slash command in the gateway (/kanban list, /kanban comment t_abc "need docs", etc.). The slash command bypasses the running-agent guard, so you can /kanban unblock a stuck worker while the main agent is still chatting.

Collaboration patterns

The board supports these eight patterns without any new primitives:

Pattern Shape Example
P1 Fan-out N siblings, same role "research 5 angles in parallel"
P2 Pipeline role chain: scout → editor → writer daily brief assembly
P3 Voting / quorum N siblings + 1 aggregator 3 researchers → 1 reviewer picks
P4 Long-running journal same profile + shared dir + cron Obsidian vault
P5 Human-in-the-loop worker blocks → user comments → unblock ambiguous decisions
P6 @mention inline routing from prose @reviewer look at this
P7 Thread-scoped workspace /kanban here in a thread per-project gateway threads
P8 Fleet farming one profile, N subjects 50 social accounts
P9 Triage specifier rough idea → triage → specifier expands body → todo "turn this one-liner into a spec' task"

For worked examples of each, see docs/hermes-kanban-v1-spec.pdf.

Multi-tenant usage

When one specialist fleet serves multiple businesses, tag each task with a tenant:

hermes kanban create "monthly report" \
    --assignee researcher \
    --tenant business-a \
    --workspace dir:~/tenants/business-a/data/

Workers receive $HERMES_TENANT and namespace their memory writes by prefix. The board, the dispatcher, and the profile definitions are all shared; only the data is scoped.

Gateway notifications

When you run /kanban create … from the gateway (Telegram, Discord, Slack, etc.), the originating chat is automatically subscribed to the new task. The gateway's background notifier polls task_events every few seconds and delivers one message per terminal event (completed, blocked, gave_up, crashed, timed_out) to that chat. Completed tasks also send the first line of the worker's --result so you see the outcome without having to /kanban show.

You can manage subscriptions explicitly from the CLI — useful when a script / cron job wants to notify a chat it didn't originate from:

hermes kanban notify-subscribe t_abcd \
    --platform telegram --chat-id 12345678 --thread-id 7
hermes kanban notify-list
hermes kanban notify-unsubscribe t_abcd \
    --platform telegram --chat-id 12345678 --thread-id 7

A subscription removes itself automatically once the task reaches done or archived; no cleanup needed.

Runs — one row per attempt

A task is a logical unit of work; a run is one attempt to execute it. When the dispatcher claims a ready task it creates a row in task_runs and points tasks.current_run_id at it. When that attempt ends — completed, blocked, crashed, timed out, spawn-failed, reclaimed — the run row closes with an outcome and the task's pointer clears. A task that's been attempted three times has three task_runs rows.

Why two tables instead of just mutating the task: you need full attempt history for real-world postmortems ("the second reviewer attempt got to approve, the third merged"), and you need a clean place to hang per-attempt metadata — which files changed, which tests ran, which findings a reviewer noted. Those are run facts, not task facts.

Runs are also where structured handoff lives. When a worker completes a task it can pass:

  • --result "<short log line>" — goes on the task row as before (for back-compat).
  • --summary "<human handoff>" — goes on the run; downstream children see it in their build_worker_context.
  • --metadata '{"changed_files": [...], "tests_run": 12}' — JSON dict on the run; children see it serialized alongside the summary.

Downstream children read the most recent completed run's summary + metadata for each parent. Retrying workers read the prior attempts on their own task (outcome, summary, error) so they don't repeat a path that already failed.

# Worker completes with a structured handoff:
hermes kanban complete t_abcd \
    --result "rate limiter shipped" \
    --summary "implemented token bucket, keys on user_id with IP fallback, all tests pass" \
    --metadata '{"changed_files": ["limiter.py", "tests/test_limiter.py"], "tests_run": 14}'

# Review the attempt history on a retried task:
hermes kanban runs t_abcd
#   #  OUTCOME       PROFILE           ELAPSED  STARTED
#   1  blocked       worker               12s  2026-04-27 14:02
#        → BLOCKED: need decision on rate-limit key
#   2  completed     worker                8m   2026-04-27 15:18
#        → implemented token bucket, keys on user_id with IP fallback

Runs are exposed on the dashboard (Run History section in the drawer, one coloured row per attempt) and on the REST API (GET /api/plugins/kanban/tasks/:id returns a runs[] array). PATCH /api/plugins/kanban/tasks/:id with {status: "done", summary, metadata} forwards both to the kernel, so the dashboard's "mark done" button is CLI-equivalent. task_events rows carry the run_id they belong to so the UI can group them by attempt, and the completed event embeds the first-line summary in its payload (capped at 400 chars) so gateway notifiers can render structured handoffs without a second SQL round-trip.

Bulk close caveat. hermes kanban complete a b c --summary X is refused — structured handoff is per-run, so copy-pasting the same summary to N tasks is almost always wrong. Bulk close without --summary / --metadata still works for the common "I finished a pile of admin tasks" case.

Reclaimed runs from status changes. If you drag a running task off running in the dashboard (back to ready, or straight to todo), or archive a task that was still running, the in-flight run closes with outcome='reclaimed' rather than being orphaned. The task_runs row is always in a terminal state when tasks.current_run_id is NULL, and vice versa — that invariant holds across CLI, dashboard, dispatcher, and notifier.

Synthetic runs for never-claimed completions. Completing or blocking a task that was never claimed (e.g. a human closes a ready task from the dashboard with a summary, or a CLI user runs hermes kanban complete <ready-task> --summary X) would otherwise drop the handoff. Instead the kernel inserts a zero-duration run row (started_at == ended_at) carrying the summary / metadata / reason so attempt history stays complete. The completed / blocked event's run_id points at that row.

Live drawer refresh. When the dashboard's WebSocket event stream reports new events for the task the user is currently viewing, the drawer reloads itself (via a per-task event counter threaded into its useEffect dependency list). Closing and reopening is no longer required to see a run's new row or updated outcome.

Forward compatibility

Two nullable columns on tasks are reserved for v2 workflow routing: workflow_template_id (which template this task belongs to) and current_step_key (which step in that template is active). The v1 kernel ignores them for routing but lets clients write them, so a v2 release can add the routing machinery without another schema migration.

Event reference

Every transition appends a row to task_events. Each row carries an optional run_id so UIs can group events by attempt. Kinds group into three clusters so filtering is easy (hermes kanban watch --kinds completed,gave_up,timed_out):

Lifecycle (what changed about the task as a logical unit):

Kind Payload When
created {assignee, status, parents, tenant} Task inserted. run_id is NULL.
promoted todo → ready because all parents hit done. run_id is NULL.
claimed {lock, expires, run_id} Dispatcher atomically claimed a ready task for spawn.
completed {result_len, summary?} Worker wrote --result / --summary and task hit done. summary is the first-line handoff (400-char cap); full version lives on the run row. If complete_task is called on a never-claimed task with handoff fields, a zero-duration run is synthesized so run_id still points at something.
blocked {reason} Worker or human flipped the task to blocked. Synthesizes a zero-duration run when called on a never-claimed task with --reason.
unblocked blocked → ready, either manually or via /unblock. run_id is NULL.
archived Hidden from the default board. If the task was still running, carries the run_id of the run that was reclaimed as a side effect.

Edits (human-driven changes that aren't transitions):

Kind Payload When
assigned {assignee} Assignee changed (including unassignment).
edited {fields} Title or body updated.
reprioritized {priority} Priority changed.
status {status} Dashboard drag-drop wrote a status directly (e.g. todo → ready). Carries the run_id of the run that was reclaimed when dragging off running; otherwise run_id is NULL.

Worker telemetry (about the execution process, not the logical task):

Kind Payload When
spawned {pid} Dispatcher successfully started a worker process.
heartbeat {note?} Worker called hermes kanban heartbeat $TASK to signal liveness during long operations.
reclaimed {stale_lock} Claim TTL expired without a completion; task goes back to ready.
crashed {pid, claimer} Worker PID no longer alive but TTL hadn't expired yet.
timed_out {pid, elapsed_seconds, limit_seconds, sigkill} max_runtime_seconds exceeded; dispatcher SIGTERM'd (then SIGKILL'd after 5 s grace) and re-queued.
spawn_failed {error, failures} One spawn attempt failed (missing PATH, workspace unmountable, …). Counter increments; task returns to ready for retry.
gave_up {failures, error} Circuit breaker fired after N consecutive spawn_failed. Task auto-blocks with the last error. Default N = 5; override via --failure-limit.

hermes kanban tail <id> shows these for a single task. hermes kanban watch streams them board-wide.

Out of scope

Kanban is deliberately single-host. ~/.hermes/kanban.db is a local SQLite file and the dispatcher spawns workers on the same machine. Running a shared board across two hosts is not supported — there's no coordination primitive for "worker X on host A, worker Y on host B," and the crash-detection path assumes PIDs are host-local. If you need multi-host, run an independent board per host and use delegate_task / a message queue to bridge them.

Design spec

The complete design — architecture, concurrency correctness, comparison with other systems, implementation plan, risks, open questions — lives in docs/hermes-kanban-v1-spec.pdf. Read that before filing any behavior-change PR.