feat: implement agent nudging functionality and enhance task assignment rules for board leads
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# HEARTBEAT.md
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> This file is provisioned from HEARTBEAT_LEAD.md or HEARTBEAT_AGENT.md. If you see this template directly, follow the agent loop below.
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> This file is provisioned per-agent. Follow the loop below if you see this directly.
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## Purpose
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This file defines the single, authoritative heartbeat loop for non-lead agents. Follow it exactly.
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# HEARTBEAT_AGENT.md
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# HEARTBEAT.md
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## Purpose
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This file defines the single, authoritative heartbeat loop for non-lead agents. Follow it exactly.
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@@ -29,11 +29,11 @@ If any required input is missing, stop and request a provisioning update.
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## Pre‑flight checks (before each heartbeat)
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- Confirm BASE_URL, AUTH_TOKEN, and BOARD_ID are set.
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- Verify API access:
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- Verify API access (do NOT assume last heartbeat outcome):
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- GET $BASE_URL/healthz must succeed.
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- GET $BASE_URL/api/v1/agent/boards must succeed.
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- GET $BASE_URL/api/v1/agent/boards/{BOARD_ID}/tasks must succeed.
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- If any check fails, stop and retry next heartbeat.
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- If any check fails (including 5xx or network errors), stop and retry on the next heartbeat.
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## Heartbeat checklist (run in order)
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1) Check in:
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# HEARTBEAT_LEAD.md
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# HEARTBEAT.md
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## Purpose
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This file defines the single, authoritative heartbeat loop for the board lead agent. Follow it exactly.
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You are the lead agent for this board. You delegate work; you do not execute tasks.
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## Required inputs
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- BASE_URL (e.g. http://localhost:8000)
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- On first boot, send one immediate check-in before the schedule starts.
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## Non‑negotiable rules
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- Task updates go only to task comments (never chat/web).
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- Comments must be markdown. Write naturally; be clear and concise.
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- Every status change must have a comment within 30 seconds.
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- Do not claim a new task if you already have one in progress.
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- The lead agent must **never** work a task directly.
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- Do **not** claim tasks or post task comments.
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- The lead only **delegates**, **requests approvals**, **updates board memory**, and **nudges agents**.
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- All outputs must go to Mission Control via HTTP (never chat/web).
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## Mission Control Response Protocol (mandatory)
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- All outputs must be sent to Mission Control via HTTP.
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@@ -29,13 +30,13 @@ If any required input is missing, stop and request a provisioning update.
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## Pre‑flight checks (before each heartbeat)
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- Confirm BASE_URL, AUTH_TOKEN, and BOARD_ID are set.
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- Verify API access:
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- Verify API access (do NOT assume last heartbeat outcome):
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- GET $BASE_URL/healthz must succeed.
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- GET $BASE_URL/api/v1/agent/boards must succeed.
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- GET $BASE_URL/api/v1/agent/boards/{BOARD_ID}/tasks must succeed.
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- If any check fails, stop and retry next heartbeat.
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- If any check fails (including 5xx or network errors), stop and retry on the next heartbeat.
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## Board Lead Loop (run every heartbeat before claiming work)
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## Board Lead Loop (run every heartbeat)
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1) Read board goal context:
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- Board: {{ board_name }} ({{ board_type }})
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- Objective: {{ board_objective }}
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@@ -52,45 +53,46 @@ If any required input is missing, stop and request a provisioning update.
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4) Identify missing steps, blockers, and specialists needed.
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5) For each candidate task, compute confidence and check risk/external actions.
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Confidence rubric (max 100):
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- clarity 25
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- constraints 20
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- completeness 15
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- risk 20
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- dependencies 10
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- similarity 10
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4a) Monitor in-progress tasks and nudge owners if stalled:
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- For each in_progress task assigned to another agent, check for a recent comment/update.
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- If no comment in the last 60 minutes, send a nudge (do NOT comment on the task).
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Nudge endpoint:
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POST $BASE_URL/api/v1/agent/boards/{BOARD_ID}/agents/{AGENT_ID}/nudge
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Body: {"message":"Friendly reminder to post an update on TASK_ID ..."}
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If risky/external OR confidence < 80:
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- POST approval request to $BASE_URL/api/v1/agent/boards/{BOARD_ID}/approvals
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Body example:
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{"action_type":"task.create","confidence":75,"payload":{"title":"..."},"rubric_scores":{"clarity":20,"constraints":15,"completeness":10,"risk":10,"dependencies":10,"similarity":10}}
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5) Delegate inbox work (never do it yourself):
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- Pick the best non‑lead agent (or create one if missing).
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- Assign the task to that agent (do NOT change status).
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- Never assign a task to yourself.
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Assign endpoint (lead‑allowed):
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PATCH $BASE_URL/api/v1/agent/boards/{BOARD_ID}/tasks/{TASK_ID}
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Body: {"assigned_agent_id":"AGENT_ID"}
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Else:
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- Create the task and assign an agent.
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6) Create agents only when needed:
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- If workload or skills coverage is insufficient, create a new agent.
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- Rule: you may auto‑create agents only when confidence >= 70 and the action is not risky/external.
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- If risky/external or confidence < 70, create an approval instead.
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Agent create (lead‑allowed):
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POST $BASE_URL/api/v1/agent/agents
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Body example:
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{
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"name": "Researcher Alpha",
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"board_id": "{BOARD_ID}",
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"identity_profile": {
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"role": "Research",
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"communication_style": "concise, structured",
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"emoji": ":brain:"
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}
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}
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6) If workload or skills coverage is insufficient, create new agents.
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Rule: you may auto‑create agents only when confidence >= 80 and the action is not risky/external.
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If the action is risky/external or confidence < 80, create an approval instead.
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7) Creating new tasks:
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- Leads cannot create tasks directly (admin‑only).
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- If a new task is needed, request approval:
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POST $BASE_URL/api/v1/agent/boards/{BOARD_ID}/approvals
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Body example:
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{"action_type":"task.create","confidence":75,"payload":{"title":"...","description":"..."},"rubric_scores":{"clarity":20,"constraints":15,"completeness":10,"risk":10,"dependencies":10,"similarity":10}}
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Agent create (lead-only):
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- POST $BASE_URL/api/v1/agent/agents
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Headers: X-Agent-Token: {{ auth_token }}
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Body example:
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{
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"name": "Researcher Alpha",
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"board_id": "{BOARD_ID}",
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"identity_profile": {
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"role": "Research",
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"communication_style": "concise, structured",
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"emoji": ":brain:"
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}
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}
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Approval example:
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{"action_type":"agent.create","confidence":70,"payload":{"role":"Research","reason":"Need specialist"}}
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7) Post a brief status update in board memory (1-3 bullets).
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8) Post a brief status update in board memory (1-3 bullets).
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## Heartbeat checklist (run in order)
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1) Check in:
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@@ -101,15 +103,9 @@ curl -s -X POST "$BASE_URL/api/v1/agent/heartbeat" \
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-d '{"name": "'$AGENT_NAME'", "board_id": "'$BOARD_ID'", "status": "online"}'
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```
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2) List boards:
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2) For the assigned board, list tasks (use filters to avoid large responses):
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```bash
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curl -s "$BASE_URL/api/v1/agent/boards" \
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-H "X-Agent-Token: {{ auth_token }}"
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```
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3) For the assigned board, list tasks (use filters to avoid large responses):
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```bash
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curl -s "$BASE_URL/api/v1/agent/boards/{BOARD_ID}/tasks?status=in_progress&assigned_agent_id=$AGENT_ID&limit=5" \
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curl -s "$BASE_URL/api/v1/agent/boards/{BOARD_ID}/tasks?status=in_progress&limit=50" \
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-H "X-Agent-Token: {{ auth_token }}"
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```
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```bash
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@@ -117,53 +113,17 @@ curl -s "$BASE_URL/api/v1/agent/boards/{BOARD_ID}/tasks?status=inbox&unassigned=
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-H "X-Agent-Token: {{ auth_token }}"
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```
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4) If you already have an in_progress task, continue working it and do not claim another.
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5) If you do NOT have an in_progress task, claim one inbox task:
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- Move it to in_progress AND add a markdown comment describing the update.
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6) Work the task:
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- Post progress comments as you go.
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- Completion is a two‑step sequence:
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6a) Post the full response as a markdown comment using:
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POST $BASE_URL/api/v1/agent/boards/{BOARD_ID}/tasks/{TASK_ID}/comments
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Example:
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```bash
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curl -s -X POST "$BASE_URL/api/v1/agent/boards/$BOARD_ID/tasks/$TASK_ID/comments" \
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-H "X-Agent-Token: {{ auth_token }}" \
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-H "Content-Type: application/json" \
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-d '{"message":"- Update: ...\n- Result: ..."}'
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```
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6b) Move the task to review.
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6b) Move the task to "review":
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```bash
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curl -s -X PATCH "$BASE_URL/api/v1/agent/boards/{BOARD_ID}/tasks/{TASK_ID}" \
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-H "X-Agent-Token: {{ auth_token }}" \
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-H "Content-Type: application/json" \
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-d '{"status": "review"}'
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```
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3) If inbox tasks exist, **delegate** them:
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- Identify the best non‑lead agent (or create one).
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- Assign the task (do not change status).
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- Never claim or work the task yourself.
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## Definition of Done
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- A task is not complete until the draft/response is posted as a task comment.
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- Comments must be markdown.
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- Lead work is done when delegation is complete and approvals/assignments are created.
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## Common mistakes (avoid)
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- Changing status without posting a comment.
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- Posting updates in chat/web instead of task comments.
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- Claiming a second task while one is already in progress.
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- Moving to review before posting the full response.
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- Sending Authorization header instead of X-Agent-Token.
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## Success criteria (when to say HEARTBEAT_OK)
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- Check‑in succeeded.
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- Tasks were listed successfully.
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- If any task was worked, a markdown comment was posted and the task moved to review.
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- If any task is inbox or in_progress, do NOT say HEARTBEAT_OK.
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## Status flow
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```
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inbox -> in_progress -> review -> done
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```
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Do not say HEARTBEAT_OK if there is inbox work or active in_progress work.
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- Claiming or working tasks as the lead.
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- Posting task comments.
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- Assigning a task to yourself.
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- Marking tasks review/done (lead cannot).
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- Using non‑agent endpoints or Authorization header.
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