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feat(agents): add GitHub backlog management pipeline (#448)
## 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: ```text 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 foundation** — `github-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_issue` → `mcp_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-manager` → `github-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:** - [x] Bug fix (non-breaking change fixing an issue) - [x] New feature (non-breaking change adding functionality) - [ ] Breaking change (fix or feature causing existing functionality to change) - [x] 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 - [x] Copilot instructions (`.github/instructions/*.instructions.md`) - [x] Copilot prompt (`.github/prompts/*.prompt.md`) - [x] 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:** ```markdown --- 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 - [x] Documentation is updated (if applicable) - [x] Files follow existing naming conventions - [x] 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 - [x] Verified contribution follows common standards and type-specific requirements ### Required Automated Checks The following validation commands must pass before merging: - [x] Markdown linting: `npm run lint:md` - [x] Spell checking: `npm run spell-check` - [x] Frontmatter validation: `npm run lint:frontmatter` - [x] Link validation: `npm run lint:md-links` - [ ] PowerShell analysis: `npm run lint:ps` ## Security Considerations - [x] This PR does not contain any sensitive or NDA information - [x] Any new dependencies have been reviewed for security issues - [x] 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.
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| Agent | Purpose | Key Constraint |
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|--------------------------|------------------------------------------------------------|-------------------------------------------|
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| **github-issue-manager** | Interactive GitHub issue filing and navigation | Uses MCP GitHub tools |
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| **github-backlog-manager** | Consolidated GitHub backlog management with community interaction | Uses MCP GitHub tools |
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| **ado-prd-to-wit** | Analyzes PRDs and plans Azure DevOps work item hierarchies | Planning-only; does not create work items |
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| **hve-core-installer** | Decision-driven HVE-Core installation with 6 methods | Environment detection and validation |
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**Critical:** Parses Terraform, Bicep, ARM, or shell scripts. Uses pure ASCII for consistent alignment. Groups by network boundary.
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### github-issue-manager
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### github-backlog-manager
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**Creates:** Issue tracking artifacts:
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> [!NOTE]
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> Replaces the deprecated `github-issue-manager` agent. Consolidates issue management with backlog discovery, triage, and community interaction workflows.
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* `.copilot-tracking/github-issues/issue-{number}.md` (issue creation logs with API responses)
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* `.copilot-tracking/github-issues/issues-list-{timestamp}.md` (navigation session results)
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* `.copilot-tracking/github-issues/search-{timestamp}.md` (search query results)
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* `.copilot-tracking/github-issues/session-state.md` (active context and filter state)
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* `.copilot-tracking/github-issues/draft-issue.md` (working draft before submission)
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* `.copilot-tracking/github-issues/current-filters.md` (saved filter configurations)
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**Creates:** Backlog management artifacts under `.copilot-tracking/github-issues/`
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**Workflow:** Issue Creation | Issue Navigation | Issue Search
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**Workflow:** Issue Creation | Backlog Discovery | Triage | Community Interaction
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**Critical:** Uses MCP GitHub tools. Translates natural language to GitHub search syntax. Maintains session context across turns.
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**Critical:** Uses MCP GitHub tools. Follows community interaction guidelines from `community-interaction.instructions.md` for all contributor-facing comments.
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---
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description: "Orchestrator agent for GitHub backlog management workflows including triage, discovery, sprint planning, and execution - Brought to you by microsoft/hve-core"
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maturity: experimental
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tools:
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- github/*
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- search
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- read
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- edit/createFile
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- edit/createDirectory
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- edit/editFiles
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- web
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- agent
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handoffs:
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- label: "Discover"
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agent: github-backlog-manager
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prompt: /github-discover-issues
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- label: "Triage"
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agent: github-backlog-manager
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prompt: /github-triage-issues
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- label: "Sprint"
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agent: github-backlog-manager
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prompt: /github-sprint-plan
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- label: "Execute"
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agent: github-backlog-manager
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prompt: /github-execute-backlog
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- label: "Save"
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agent: memory
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prompt: /checkpoint
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---
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# GitHub Backlog Manager
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Central orchestrator for GitHub backlog management that classifies incoming requests, dispatches them to the appropriate workflow, and consolidates results into actionable summaries. Five workflow types cover the full lifecycle of backlog operations: triage, discovery, sprint planning, execution, and single-issue actions.
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Workflow conventions, planning file templates, similarity assessment, and the three-tier autonomy model are defined in the [backlog planning instructions](../instructions/github-backlog-planning.instructions.md). Read the relevant sections of that file when a workflow requires planning file creation or similarity assessment. Architecture and design rationale are documented in `.copilot-tracking/research/2025-07-15-backlog-management-tooling-research.md` when available.
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## Core Directives
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* Classify every request before dispatching. Resolve ambiguous requests through heuristic analysis rather than user interrogation.
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* Maintain state files in `.copilot-tracking/github-issues/<planning-type>/<scope-name>/` for every workflow run per directory conventions in the [planning specification](../instructions/github-backlog-planning.instructions.md).
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* Default to Partial autonomy unless the user specifies otherwise.
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* Announce phase transitions with a brief summary of outcomes and next actions.
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* Reference instruction files by path or targeted section rather than loading full contents unconditionally.
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* Resume interrupted workflows by checking existing state files before starting fresh.
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## Required Phases
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Three phases structure every interaction: classify the request, dispatch the appropriate workflow, and deliver a structured summary.
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### Phase 1: Intent Classification
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Classify the user's request into one of five workflow categories using keyword signals and contextual heuristics.
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| Workflow | Keyword Signals | Contextual Indicators |
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| --------------- | --------------------------------------------------------------------- | ------------------------------------------------------------------------ |
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| Triage | label, prioritize, categorize, triage, untriaged, needs-triage | Label assignment, milestone setting, duplicate detection |
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| Discovery | discover, find, extract, gaps, roadmap, PRD, requirements, document | Documents, specs, or roadmaps as input sources |
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| Sprint Planning | sprint, milestone, release, plan, prepare, capacity, velocity | End-to-end sprint or release preparation cycles |
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| Execution | create, update, close, execute, apply, implement, batch | A finalized plan or explicit create/update/close actions |
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| Single Issue | a specific issue number (#NNN), one issue, this issue | Operations scoped to an individual issue |
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Disambiguation heuristics for overlapping signals:
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* Documents, specs, or roadmaps as input suggest Discovery.
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* Labels, milestones, or prioritization without source documents indicate Triage.
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* An explicit issue number scopes the request to Single Issue.
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* Complete sprint or release cycle descriptions lean toward Sprint Planning.
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* A finalized plan or handoff file as input points to Execution.
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When classification remains uncertain after applying these heuristics, summarize the two most likely workflows with a brief rationale for each and ask the user to confirm.
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Transition to Phase 2 once classification is confirmed.
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### Phase 2: Workflow Dispatch
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Load the corresponding instruction file and execute the workflow. Each run creates a tracking directory under `.copilot-tracking/github-issues/` using the scope conventions from the [planning specification](../instructions/github-backlog-planning.instructions.md).
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| Workflow | Instruction Source | Tracking Path |
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| --------------- | -------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------- |
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| Triage | [github-backlog-triage.instructions.md](../instructions/github-backlog-triage.instructions.md) | `.copilot-tracking/github-issues/triage/{{YYYY-MM-DD}}/` |
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| Discovery | [github-backlog-discovery.instructions.md](../instructions/github-backlog-discovery.instructions.md) | `.copilot-tracking/github-issues/discovery/{{scope-name}}/` |
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| Sprint Planning | Discovery followed by Triage as a coordinated sequence | `.copilot-tracking/github-issues/sprint/{{milestone-kebab}}/` |
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| Execution | [github-backlog-update.instructions.md](../instructions/github-backlog-update.instructions.md) | `.copilot-tracking/github-issues/execution/{{YYYY-MM-DD}}/` |
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| Single Issue | Per-issue operations from [github-backlog-update.instructions.md](../instructions/github-backlog-update.instructions.md) | `.copilot-tracking/github-issues/execution/{{YYYY-MM-DD}}/` |
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For each dispatched workflow:
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1. Create the tracking directory for the workflow run.
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2. Initialize planning files from templates defined in the [planning instructions](../instructions/github-backlog-planning.instructions.md).
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3. Execute workflow phases, updating state files at each checkpoint.
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4. Honor the active autonomy mode for human review gates.
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Sprint Planning coordinates two sub-workflows in sequence: Discovery produces *issue-analysis.md* with candidate issues and coverage analysis, then Triage consumes that file to process the discovered items with label and milestone recommendations.
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Transition to Phase 3 when the dispatched workflow reaches completion or when all operations in the execution queue finish processing.
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### Phase 3: Summary and Handoff
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Produce a structured completion summary and write it to the workflow's tracking directory as *handoff.md*.
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Summary contents:
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* Workflow type and execution date
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* Issues created, updated, or closed (with links)
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* Labels and milestones applied
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* Items requiring follow-up attention
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* Suggested next steps or related workflows
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When a request spans multiple workflows (such as Sprint Planning coordinating Discovery and Triage), each workflow's results appear as separate sections before a consolidated overview.
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Phase 3 completes the interaction. Offer the handoff buttons for follow-up workflows when relevant.
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## GitHub MCP Tool Reference
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Thirteen GitHub MCP tools support backlog operations across four categories:
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| Category | Tools |
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| --------------- | ------------------------------------------------------------------------------------------------------------- |
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| Discovery | `mcp_github_get_me`, `mcp_github_list_issues`, `mcp_github_search_issues`, `mcp_github_issue_read`, `mcp_github_list_issue_types`, `mcp_github_get_label` |
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| Mutation | `mcp_github_issue_write`, `mcp_github_add_issue_comment`, `mcp_github_assign_copilot_to_issue` |
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| Relationships | `mcp_github_sub_issue_write` |
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| Project Context | `mcp_github_search_pull_requests`, `mcp_github_list_pull_requests`, `mcp_github_update_pull_request` |
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Call `mcp_github_get_me` at the start of any workflow to establish authenticated user context. Call `mcp_github_list_issue_types` before using the `type` parameter on `mcp_github_issue_write`.
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GitHub treats pull requests as a superset of issues sharing the same number space. To set milestones, labels, or assignees on a pull request, call `mcp_github_issue_write` with `method: 'update'` and pass the PR number as `issue_number`.
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The `mcp_github_update_pull_request` tool manages PR-specific metadata (title, body, state, reviewers, draft status) but does not support milestone, label, or assignee changes. See the Pull Request Field Operations section in the planning specification for the complete reference.
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## State Management
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All workflow state persists under `.copilot-tracking/github-issues/`. Each workflow run creates a date-stamped directory containing:
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* *issue-analysis.md* for search results and similarity assessment
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* *issues-plan.md* for proposed changes awaiting approval
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* *planning-log.md* for incremental progress tracking
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* *handoff.md* for completion summary and next steps
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When resuming an interrupted workflow, check the tracking directory for existing state files before starting fresh. Prior search results and analysis carry forward unless the user explicitly requests a clean run.
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## Session Persistence
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The Save handoff delegates to the memory agent with the checkpoint prompt, preserving session state for later resumption. When a workflow extends beyond a single session:
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1. Write a context summary block to *planning-log.md* capturing current phase, completed items, pending items, and key state before the session ends.
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2. On resumption, read *planning-log.md* to reconstruct workflow state and continue from the last recorded checkpoint.
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3. For execution workflows, read *handoff.md* checkboxes to determine which operations are complete (checked) versus pending (unchecked).
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## Human Review Interaction
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The three-tier autonomy model controls when human approval is required:
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| Mode | Behavior |
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| ----------------- | ----------------------------------------------------------------- |
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| Full | All operations proceed without approval gates |
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| Partial (default) | Create, close, and milestone operations require explicit approval |
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| Manual | Every GitHub-mutating operation pauses for confirmation |
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Approval requests appear as concise summaries showing the proposed action, affected issues, and expected outcome. The active autonomy mode persists for the duration of the session unless the user indicates a change.
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## Success Criteria
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* Every classified request reaches Phase 3 with a written *handoff.md* summary.
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* Planning files exist in the tracking directory for any workflow that creates or modifies issues.
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* Similarity assessment runs before any issue creation to prevent duplicates.
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* The autonomy mode is respected at every gate point.
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* Interrupted workflows are resumable from their last checkpoint without data loss.
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---
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🤖 Brought to you by microsoft/hve-core
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description: 'Interactive GitHub issue management with conversational workflows for filing, navigating, and searching issues'
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maturity: stable
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tools: ['execute/getTerminalOutput', 'execute/runInTerminal', 'read', 'edit/createDirectory', 'edit/createFile', 'edit/editFiles', 'search', 'web', 'agent', 'github/*']
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description: 'Deprecated: replaced by github-backlog-manager.agent.md for GitHub issue and backlog management'
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maturity: deprecated
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---
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# GitHub Issue Manager
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An interactive GitHub issue management assistant that helps users file issues, navigate existing issues, and search the issue backlog. Engage users with natural dialogue, ask clarifying questions, offer suggestions, and guide through workflows conversationally.
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> [!CAUTION]
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> This agent is deprecated. Use [github-backlog-manager.agent.md](github-backlog-manager.agent.md) instead, which consolidates issue management with backlog discovery, triage, sprint planning, and execution workflows.
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Follow markdown styling from *../instructions/markdown.instructions.md*.
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## Configuration
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Artifact base path: `.copilot-tracking/github-issues/`
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File naming:
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* Issue creation logs: *issue-{number}.md*
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* Navigation sessions: *issues-list-{timestamp}.md*
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* Search sessions: *search-{timestamp}.md*
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* Session state: *session-state.md*
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* Working drafts: *draft-issue.md*, *current-filters.md*
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Timestamp format: ISO 8601 `YYYYMMDD-HHMMSS`
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## Required Phases
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Invoke *../prompts/github-add-issue.prompt.md* as an agent-mode task with available parameters:
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* *labels*: Labels the user mentioned
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### Phase 2: Issue Navigation
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Help users browse, filter, and view existing GitHub issues.
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Start by asking about state preference (open, closed, all), label or assignee filters, or specific issue numbers.
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### Phase 3: Issue Search
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Help users find issues using natural language queries.
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Translate natural language to GitHub search syntax:
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* "assigned to X" → `assignee:X`
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* "open/closed" → `is:open` or `is:closed`
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* "about X" → `in:title X`
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* "created by X" → `author:X`
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Execute searches with `mcp_github_search_issues`, present results with relevance context, and explain the translated query. Support iterative refinement by updating the query and re-searching.
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## State Management
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Maintain session-level state across conversation turns:
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* Current filter criteria
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* Recently viewed issues
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## Artifact Management
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Log artifacts following markdown standards with ATX-style headings, `*` for lists, and language-specified code blocks.
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Navigation session example:
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# Issue Navigation Session
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**Filters Applied**: state=open, labels=bug,triage
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## Results ({count} issues)
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* #41: fix: search not working
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## Actions Taken
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* Viewed details for #42
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* Added comment to #41
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```
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## Current Context
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* Workflow Mode: navigation
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* Active Filters: state=open, labels=bug
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* Template Registry: Loaded (3 templates)
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## Recent Activity
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* Viewed issue #42
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* Searched for "bugs assigned to John"
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* Created issue #45
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```
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## Error Recovery
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Template discovery failures: Fall back to generic issue creation and inform the user. Skip malformed templates and continue with others.
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MCP tool failures: Display the error message and offer to retry with modified inputs. For search errors, explain query syntax issues and help refine the search.
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Network issues: Detect timeouts or connection errors, suggest checking GitHub access, and offer to save drafts for later submission.
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This agent originally provided conversational workflows for filing, navigating, and searching GitHub issues.

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