Skip to content

Conversation

@WilliamBerryiii
Copy link
Member

Description

Introduces a complete TPM-focused GitHub backlog management pipeline — 1 orchestrator agent, 5 instructions (including P0 reference specification), and 4 entry-point prompts — mirroring the ADO tooling pipeline architecture with GitHub-native MCP tools. Replaces and deprecates the single-purpose github-issue-manager agent with a four-stage workflow covering triage, discovery, sprint planning, and batch execution.

Also fixes a bug in github-add-issue.prompt.md where the prompt referenced non-existent mcp_github_create_issue (correct tool: mcp_github_issue_write).

Architecture

Instructions-first pipeline parallels the ADO tooling suite:

github-backlog-planning.instructions.md (P0 — reference specification, 758 lines)
    ├── github-backlog-triage.instructions.md (302 lines)
    ├── github-backlog-discovery.instructions.md (234 lines)
    └── github-backlog-update.instructions.md (226 lines)

github-backlog-manager.agent.md (orchestrator, 174 lines)
    ├── github-triage-issues.prompt.md → triage instructions
    ├── github-discover-issues.prompt.md → discovery instructions
    ├── github-execute-backlog.prompt.md → update instructions
    └── github-sprint-plan.prompt.md → planning spec + milestone APIs

Key design decisions:

  • Reference specification as foundationgithub-backlog-planning.instructions.md defines planning file templates, MCP tool catalog, search protocols, similarity assessment matrix, state persistence, and the three-tier autonomy model. All workflow instructions cross-reference this specification.
  • Intent-based routing — The orchestrator agent classifies requests into five workflow types (triage, discovery, sprint, execution, single-issue) and dispatches to the appropriate prompt.
  • Three-tier autonomy — Full (no gates), Partial (key gates only), Manual (all gates). Workflows default to Partial.
  • Similarity assessment — 5-dimension weighted scoring matrix prevents duplicate issue creation during batch operations.
  • Hierarchy-aware execution — Batch operations process parent issues before children to maintain referential integrity with the sub-issues API.

New Artifacts (10 files)

File Lines Purpose
github-backlog-manager.agent.md 174 Orchestrator with intent classification, five workflow dispatch paths
github-backlog-planning.instructions.md 758 P0 reference: planning file templates, MCP tool catalog, similarity assessment, autonomy model
github-backlog-triage.instructions.md 302 Batch label/milestone suggestion, duplicate detection, triage-plan output
github-backlog-discovery.instructions.md 234 Three discovery modes: artifact-driven, user-centric, search-based
github-backlog-update.instructions.md 226 Execution pipeline consuming planning handoffs, hierarchy-aware ordering
community-interaction.instructions.md 335 Voice/tone guidelines and 20 scenario templates for issue and PR comments
github-triage-issues.prompt.md 84 Triage entry point
github-discover-issues.prompt.md 128 Discovery entry point with three-path classification
github-execute-backlog.prompt.md 78 Batch execution entry point
github-sprint-plan.prompt.md 109 Sprint planning with milestone management and velocity analysis

Modified Files (9)

File Change
github-add-issue.prompt.md Bug fix: mcp_github_create_issuemcp_github_issue_write; rewritten 304→86 lines; maturity→experimental
github-issue-manager.agent.md Deprecated (133→11 lines) with [!CAUTION] migration notice
CUSTOM-AGENTS.md Agent table: github-issue-managergithub-backlog-manager
hve-core-installer.agent.md Agent count 14→20+; listing updated; formatting fixes
writing-style.instructions.md Community row added to formality/pronoun tables; cross-reference added
docs/getting-started/install.md Reference rename
docs/getting-started/mcp-configuration.md Agent MCP Dependencies table updated
extension/README.md Agent listing updated
extension/package.json Manifest regenerated: 21 agents, 26 prompts, 23 instructions

Related Issue(s)

Closes #447

Type of Change

Select all that apply:

Code & Documentation:

  • Bug fix (non-breaking change fixing an issue)
  • New feature (non-breaking change adding functionality)
  • Breaking change (fix or feature causing existing functionality to change)
  • Documentation update

Infrastructure & Configuration:

  • GitHub Actions workflow
  • Linting configuration (markdown, PowerShell, etc.)
  • Security configuration
  • DevContainer configuration
  • Dependency update

AI Artifacts:

  • Reviewed contribution with prompt-builder agent and addressed all feedback
  • Copilot instructions (.github/instructions/*.instructions.md)
  • Copilot prompt (.github/prompts/*.prompt.md)
  • Copilot agent (.github/agents/*.agent.md)
  • Copilot skill (.github/skills/*/SKILL.md)

Other:

  • Script/automation (.ps1, .sh, .py)
  • Other (please describe):

Sample Prompts (for AI Artifact Contributions)

Triage Workflow

User Request:

@github-backlog-manager triage the open issues in microsoft/hve-core

Execution Flow:

  1. Agent classifies intent → triage workflow
  2. Dispatches to github-triage-issues.prompt.md
  3. Loads github-backlog-triage.instructions.md + planning specification
  4. Fetches open issues via mcp_github_list_issues
  5. Analyzes labels, milestones, and duplicates against the 17-label taxonomy
  6. Generates triage-plan.md under .copilot-tracking/github-issues/triage/
  7. Prompts for approval at Partial autonomy before applying changes

Output Artifacts:

---
type: triage-plan
repo: microsoft/hve-core
created: 2026-02-07
---

# Triage Plan

## Issue #123 — Fix broken link in docs

- Labels: `docs`, `bug`
- Milestone: v2.3.0 (EVEN = maintenance)
- Priority: P2
- Duplicates: None detected

Success Indicators:

  • Planning file created under .copilot-tracking/github-issues/
  • Labels match the 17-label taxonomy from the planning specification
  • Milestones follow EVEN/ODD conventions
  • User prompted before mutations execute

Discovery Workflow

User Request:

@github-backlog-manager discover issues related to the new MCP tools we added

Execution Flow:

  1. Agent classifies intent → discovery workflow (Path B: artifact-driven)
  2. Dispatches to github-discover-issues.prompt.md
  3. Scans changed files to extract feature context
  4. Searches existing issues via mcp_github_search_issues for overlap
  5. Generates issues-plan.md with new issues to create and existing ones to update

Success Indicators:

  • Discovery path correctly classified (artifact, user, or search)
  • Similarity assessment prevents duplicate proposals
  • Planning file output ready for execution handoff

Testing

All 6 validators passed clean on committed artifacts:

Validator Command Result
Table formatting npm run format:tables Clean
Frontmatter npm run lint:frontmatter 127 files, 0 errors
Markdown npm run lint:md 0 errors
Spelling npm run spell-check 91 files, 0 issues
Link validation npm run lint:md-links All links passed
Extension manifest npm run extension:prepare 21 agents, 26 prompts, 23 instructions

Checklist

Required Checks

  • Documentation is updated (if applicable)
  • Files follow existing naming conventions
  • Changes are backwards compatible (if applicable)
  • Tests added for new functionality (if applicable)

AI Artifact Contributions

  • Used /prompt-analyze to review contribution
  • Addressed all feedback from prompt-builder review
  • Verified contribution follows common standards and type-specific requirements

Required Automated Checks

The following validation commands must pass before merging:

  • Markdown linting: npm run lint:md
  • Spell checking: npm run spell-check
  • Frontmatter validation: npm run lint:frontmatter
  • Link validation: npm run lint:md-links
  • PowerShell analysis: npm run lint:ps

Security Considerations

  • This PR does not contain any sensitive or NDA information
  • Any new dependencies have been reviewed for security issues
  • Security-related scripts follow the principle of least privilege

No new dependencies introduced. No authentication or secret changes. All artifacts are declarative markdown — no executable code added.

Additional Notes

Branch Drift

This branch is based on commit 25b34de which predates several changes now on main (version rollback 2.2.0→2.1.0, deleted incident-response.prompt.md, rca-template.md, copyright-headers.yml). The PR diff shows 14 additional files not part of this feature work. A rebase onto current main before merge will isolate the feature delta to the 19 files listed above.

Design Rationale

The instructions-first architecture follows the proven ADO pipeline pattern where a single P0 reference specification (758 lines) defines all shared conventions and specialized workflow instructions cross-reference rather than duplicate. Each prompt file stays focused (<130 lines) while the orchestrator agent handles intent classification and routing.

Copilot AI review requested due to automatic review settings February 7, 2026 04:02
@github-actions
Copy link

github-actions bot commented Feb 7, 2026

Dependency Review

✅ No vulnerabilities or license issues or OpenSSF Scorecard issues found.

Scanned Files

None

@WilliamBerryiii
Copy link
Member Author

WilliamBerryiii commented Feb 7, 2026

@katriendg @agreaves-ms — Would appreciate your perspective on this pipeline ... this is what I've been using to do backlog management for hve-core, edge-ai, and robotics. Key areas where input would be valuable:

  • Autonomy model — The three-tier approach (Full/Partial/Manual) defaults to Partial. Does this match expected TPM workflow preferences?
  • Community interaction voice — The community-interaction.instructions.md introduces 20 scenario templates for issue/PR comments. Tone calibration across the 11 categories could use a sanity check.
  • Sprint planning conventions — EVEN/ODD milestone strategy and velocity analysis patterns in the planning specification.
  • Similarity assessment — The 5-dimension weighted scoring matrix for duplicate detection during batch operations.

This mirrors the ADO pipeline architecture — feedback from that experience would help shape the GitHub-native adaptation.

Copy link
Contributor

Copilot AI left a comment

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Pull request overview

Adds a GitHub-native backlog management pipeline (orchestrator agent + prompts + instructions) to mirror the existing ADO planning/execution architecture, and deprecates the legacy github-issue-manager agent in favor of a multi-stage workflow (triage, discovery, sprint planning, execution).

Changes:

  • Introduces the github-backlog-manager orchestrator agent and four workflow entry-point prompts (triage, discovery, sprint planning, execution).
  • Adds a P0 planning reference specification plus workflow-specific instructions (triage/discovery/update) and community interaction templates.
  • Updates extension/docs/manifests to reference the new agent and fixes the github-add-issue prompt to use mcp_github_issue_write.

Reviewed changes

Copilot reviewed 19 out of 19 changed files in this pull request and generated 3 comments.

Show a summary per file
File Description
.github/agents/github-backlog-manager.agent.md New orchestrator that classifies intent and dispatches to backlog workflow prompts
.github/instructions/github-backlog-planning.instructions.md P0 reference spec for templates, tool catalog, directory conventions, and autonomy model
.github/instructions/github-backlog-triage.instructions.md Triage workflow spec (labels/milestones/duplicate detection) producing triage plans
.github/instructions/github-backlog-discovery.instructions.md Discovery workflow spec supporting user-centric, artifact-driven, and search-based modes
.github/instructions/github-backlog-update.instructions.md Batch execution spec for handoff-driven issue mutations with resumable logs
.github/instructions/community-interaction.instructions.md Community-facing comment tone + scenario templates for GitHub-visible interactions
.github/prompts/github-triage-issues.prompt.md Entry prompt for triaging needs-triage issues into a reviewable plan
.github/prompts/github-discover-issues.prompt.md Entry prompt for discovery across the three supported discovery paths
.github/prompts/github-execute-backlog.prompt.md Entry prompt for executing handoff plans (create/update/link/close/comment)
.github/prompts/github-sprint-plan.prompt.md Entry prompt for milestone sprint planning + optional execution
.github/prompts/github-add-issue.prompt.md Refactored standalone issue creation prompt; fixes tool name to mcp_github_issue_write
.github/agents/github-issue-manager.agent.md Deprecated legacy agent with migration notice
.github/CUSTOM-AGENTS.md Updates agent catalog/docs to reference the new backlog manager
.github/agents/hve-core-installer.agent.md Updates installer copy and agent listings to include the new backlog manager
.github/instructions/writing-style.instructions.md Adds community interaction guidance references and table updates
docs/getting-started/install.md Updates getting-started references to the new GitHub agent
docs/getting-started/mcp-configuration.md Updates MCP dependency table for the new GitHub agent
extension/README.md Updates extension agent listing to github-backlog-manager
extension/package.json Regenerates extension manifest to include new agent/prompts/instructions

@codecov-commenter
Copy link

codecov-commenter commented Feb 7, 2026

Codecov Report

✅ All modified and coverable lines are covered by tests.
✅ Project coverage is 76.22%. Comparing base (69ef3c9) to head (a413959).
⚠️ Report is 1 commits behind head on main.

Additional details and impacted files

Impacted file tree graph

@@           Coverage Diff           @@
##             main     #448   +/-   ##
=======================================
  Coverage   76.22%   76.22%           
=======================================
  Files          20       20           
  Lines        3503     3503           
=======================================
  Hits         2670     2670           
  Misses        833      833           
Flag Coverage Δ
pester 76.22% <ø> (ø)

Flags with carried forward coverage won't be shown. Click here to find out more.
see 1 file with indirect coverage changes

🚀 New features to boost your workflow:
  • ❄️ Test Analytics: Detect flaky tests, report on failures, and find test suite problems.

- add 4 instructions, 4 prompts, 1 agent for TPM-focused backlog management
- fix mcp_github_create_issue tool reference in github-add-issue.prompt.md
- add community-interaction.instructions.md and update writing-style registry
- regenerate extension/package.json to register all new artifacts

🤖 Generated by Copilot
@WilliamBerryiii WilliamBerryiii force-pushed the feat/github-backlog-management-tooling branch from 3fe2c00 to c5ea426 Compare February 7, 2026 04:10
Copilot AI review requested due to automatic review settings February 7, 2026 04:13
Copy link
Contributor

Copilot AI left a comment

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Pull request overview

Copilot reviewed 19 out of 19 changed files in this pull request and generated 5 comments.

…unity interaction

- align tracking path table with planning spec scope conventions
- remove opaque Decision D1 policy exemption note
- remove undocumented pull_request_review_write tool reference

🔧 - Generated by Copilot
…ackaging

- add extension:prepare:prerelease and extension:package:prerelease npm scripts
- update PACKAGING.md with prerelease commands in prepare, package, and pre-release sections

📦 - Generated by Copilot
…lassified issues

- add Comment operation to planning handoff template and field matrix
- retain needs-triage on unclassified issues across all autonomy tiers
- create planning folder for all discovery paths, not just Path B
- update execution priority to include Comment after Close

🏷️ - Generated by Copilot
Copilot AI review requested due to automatic review settings February 7, 2026 17:43
Copy link
Contributor

Copilot AI left a comment

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Pull request overview

Copilot reviewed 21 out of 21 changed files in this pull request and generated 5 comments.

Copilot AI review requested due to automatic review settings February 8, 2026 04:10
@WilliamBerryiii WilliamBerryiii force-pushed the feat/github-backlog-management-tooling branch from 651c968 to f7e3dcf Compare February 8, 2026 04:10
Copy link
Contributor

Copilot AI left a comment

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Pull request overview

Copilot reviewed 21 out of 21 changed files in this pull request and generated 2 comments.

…nteraction templates

- set stale issue closure period to 74 days (60-day stale + 14-day grace)
- set stale PR closure period to 21 days (14-day stale + 7-day grace)

🔧 - Generated by Copilot
- change handoff prompt values from filenames to slash commands
- fix template blockquote links to use absolute URLs with owner/repo vars
- add execution as a valid planning type in backlog planning spec

🔧 - Generated by Copilot
Copilot AI review requested due to automatic review settings February 8, 2026 04:54
Copy link
Contributor

Copilot AI left a comment

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Pull request overview

Copilot reviewed 21 out of 21 changed files in this pull request and generated 3 comments.

@WilliamBerryiii WilliamBerryiii marked this pull request as ready for review February 8, 2026 22:38
@WilliamBerryiii WilliamBerryiii requested a review from a team as a code owner February 8, 2026 22:38
WilliamBerryiii added a commit that referenced this pull request Feb 9, 2026
## Description

Defines inactivity closure policies for issues, discussions, and pull
requests to reduce noise from stale items.

**Issue and discussion policy** (GOVERNANCE.md) — Issues inactive for 60
days receive a `stale` label and warning comment. If no activity follows
within 14 days (74 days total), the issue is closed as `not_planned`
with a `closed-stale` label. Exemptions: `pinned`, `security`,
`do-not-close`, and milestone-assigned issues. Discussions follow the
same thresholds with manual enforcement until tooling supports
automation.

**Pull request policy** (CONTRIBUTING.md) — Active PRs waiting on the
author for 14 days receive a `stale` label. If no author activity
follows within 7 days (21 days total), the PR is closed. Draft PRs are
fully exempt. Additional exemptions: `do-not-close` and
`waiting-on-reviewer` labels.

### Policy Summary

| Scope | Stale After | Grace Period | Total | Exemptions |
| :---- | :---------- | :----------- | :---- | :--------- |
| Issues | 60 days | 14 days | 74 days | `pinned`, `security`,
`do-not-close`, milestone-assigned |
| Discussions | 60 days | 14 days | 74 days | Same as issues (manual
enforcement) |
| Active PRs | 14 days | 7 days | 21 days | draft, `do-not-close`,
`waiting-on-reviewer` |

Six supporting labels have been pre-created on the repository: `stale`,
`closed-stale`, `do-not-close`, `pinned`, `waiting-on-author`,
`waiting-on-reviewer`.

## Related Issue(s)

- Closes #442
- Closes #443

## Type of Change

### Code & Documentation

- [ ] Bug fix (non-breaking change that fixes an issue)
- [ ] New feature (non-breaking change that adds functionality)
- [x] Documentation update
- [ ] Breaking change (fix or feature that would cause existing
functionality to change)

### Infrastructure

- [ ] CI/CD pipeline changes
- [ ] Build system changes
- [ ] Configuration changes

### AI Artifacts

- [ ] Copilot instructions (`.instructions.md`)
- [ ] Copilot prompt (`.prompt.md`)
- [ ] Copilot agent (`.agent.md`)
- [ ] Skill package (`SKILL.md`)

### Other

- [ ] Refactoring (no functional changes)
- [ ] Performance improvement
- [ ] Test changes only

## Testing

- Verified cross-references between GOVERNANCE.md and CONTRIBUTING.md
resolve correctly
- Confirmed 6 GitHub labels exist on the repository
- Markdown linting passes

## Checklist

### Required Checks

- [x] I have read the [CONTRIBUTING](../CONTRIBUTING.md) document
- [x] My changes follow the project coding standards
- [x] I have updated documentation accordingly
- [x] All new and existing linting checks pass

### Required Automated Checks

- [x] Markdown linting: `npm run lint:md`
- [x] Frontmatter validation: `npm run lint:frontmatter`

## Security Considerations

- No secrets, tokens, or credentials introduced
- No new dependencies added
- No changes to CI/CD workflows or GitHub Actions
- All changes are documentation only

## Additional Notes

This PR is intentionally scoped to the governance and contributor
documentation changes for inactivity policies. The community interaction
message templates (Scenario 10 and 11 time-period values) are tracked
separately alongside the backlog management pipeline in PR #448.
…og instructions

- remove Inputs sections from discovery, triage, and update instructions
- replace body `${input:}` references with plain parameter names
- align update instructions to use `handoff` matching prompt canonical name

🔧 - Generated by Copilot
@WilliamBerryiii WilliamBerryiii merged commit 2b4d123 into main Feb 10, 2026
17 checks passed
@WilliamBerryiii WilliamBerryiii deleted the feat/github-backlog-management-tooling branch February 10, 2026 01:33
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

feat(agents): add GitHub backlog management pipeline

3 participants