The bare truthiness test on _compression_skipped_due_to_lock is fooled
by MagicMock auto-attributes on test-double agents (skill pitfall:
MagicMock defeats hasattr/truthiness duck-typing) — the type-ahead CLI
test's MagicMock agent took the lock-skip branch and skipped the
transcript commit. Real values are None/True/holder-string; pin the
check to 'is True or isinstance(str)' at all three consumer sites.
Follow-up to the salvaged #57634 commits:
- agent/manual_compression_feedback.py: new describe_compression_lock_skip()
— single source of truth for lock-skip wording. A descriptive holder
string means another compressor CONFIRMED holds the lock ('already in
progress (holder: ...)'); True/None means acquisition failed without a
confirmed holder (hermes_state.try_acquire_compression_lock catches
sqlite3.Error internally and returns False), so the message says
'could not acquire ... the lock check failed' instead of falsely
claiming a concurrent compression is running.
- cli.py, gateway/slash_commands.py, tui_gateway/server.py (all three
in-process consumers: session.compress RPC, command.dispatch compress
branch, slash.exec mirror) now route through the shared helper.
- tui_gateway/server.py command.dispatch compress branch: catch
CompressionLockHeld explicitly — it previously fell into the generic
'compress failed' error handler.
- Deferred-notify contract (#69324): lock-skip discards the pending
context-engine notification (committed=False) in _compress_session_history
and the CLI path before returning.
- tests: lock-skip wording pins per surface, VISIBLE_COMPRESSION_MESSAGES
noise-filter carve-outs for both wordings, MagicMock signal opt-outs for
sibling tests added on main after the original PR.
Advisor review found a critical stale-signal leak: if auto-compress
sets _compression_skipped_due_to_lock during a lock-skip, a subsequent
successful manual /compress will see the stale signal, falsely report
'Compression already in progress', and discard the compression results.
Fix:
- compress_context clears _compression_skipped_due_to_lock = None at
entry so each call's outcome alone determines the signal.
- Unified gateway 'holder: unknown' drift to match CLI/TUI pattern
(omit holder clause when not a descriptive string).
- Added MagicMock opt-outs in 3 sibling test files broken by the new
signal check (test_compress_here, test_compress_focus,
test_compress_plugin_engine).
- Added stale-signal-leak invariant test proving the fix.
Salvage follow-up for PR #68899:
- Restore .rstrip('/') on base_url in _swap_credential (both anthropic
and OpenAI paths) to match every other assignment site. The route
identity comparison still uses normalize_route_base_url which handles
trailing slash correctly.
- Extract should_clear_context_pin() into hermes_cli/route_identity.py,
consolidating 7 copy-pasted call sites across cli.py, gateway/run.py,
gateway/slash_commands.py, and hermes_cli/model_switch.py into a
single fail-closed helper.
C1 (anthropic path TLS re-application): pre-existing gap — the Anthropic
adapter (build_anthropic_client) has no TLS customization support at
all, so this is out of scope for this salvage.
* fix(billing): rename user-facing "terminal billing" copy to Remote Spending
The capability was renamed Remote Spending on the portal (consent CTA:
"Allow Remote Spending"; per-terminal states Granted/Stopped), but the
terminal, desktop, and docs still said "terminal billing" everywhere.
- Feature name: Remote Spending in titles/labels, lowercase mid-sentence.
- Step-up action verb is now "allow", matching the portal consent CTA.
- Kill-switch-off recovery copy points at the actual control ("a billing
admin can turn it on from the portal's Hermes Agent page") instead of
the dead-end "manage it on the portal".
- Per-terminal revoke copy uses the portal vocabulary ("stopped").
- Wire identifiers (cli_billing_enabled, cli_billing_disabled, ...) are
unchanged; copy, comments, docs, and test expectations only.
* fix(billing): correct the post-step-up denial diagnosis + finish the desktop rename
Adversarial review findings: (1) a repeated insufficient_scope after a
successful step-up is a per-terminal authorization failure, but the copy
blamed the org kill-switch and pointed at the wrong recovery control —
now: "Remote Spending still isn't active for this terminal — the
authorization didn't take. Retry, or make this change on the portal."
(2) the desktop step-up flow started in Remote Spending vocabulary but
finished in "billing management access" — renamed both end states.
(3) prettier formatting on the touched files (matches the post-merge
fmt bot).
* fix(fast): default /fast to session scope on CLI and gateway
Completes the session-first policy from #67946 for the /fast toggle
(the remaining half of #54084). A bare /fast fast|normal now applies to
the current session only; --global persists agent.service_tier to
config.yaml.
Gateway: new _session_service_tier_overrides dict (registered in
_CONVERSATION_SCOPED_STATE so /new clears it) resolved at both agent
turn sites via _resolve_session_service_tier(); the /fast handler and
its choice picker apply session overrides and evict the cached agent.
The TUI config.set fast path was already session-scoped.
CLI: /fast parses --global (parity with /reasoning); bare toggles
mutate self.service_tier only.
* fix(sessions): /new resets model, reasoning, and fast to config defaults
/new and /reset are full conversation boundaries: session-scoped
runtime overrides do not carry into the next session (#48055, #23131).
CLI new_session(): clears the one-turn model restore, re-derives
service_tier from config, and — when the session's model differs from
the config default — switches back via the shared switch_model()
pipeline (live agent swap included; best-effort so an unreachable
default never blocks /new).
TUI _reset_session_agent(): stops forwarding model_override /
create_reasoning_override / create_service_tier_override into the
rebuilt agent and pops the pins so later rebuilds can't resurrect
them. The gateway already cleared its per-session overrides via
_clear_conversation_scope on /new.
Cross-session contamination stays impossible: nothing here touches
process-global env or other sessions' pins.
Flip the resolve_persist_behavior() fallback from persist-to-config to
session-only. A plain /model <name> (typed or via any picker — CLI,
TUI/Desktop, gateway) now affects only the current session; --global
persists explicitly, and model.persist_switch_by_default: true restores
the old opt-out behavior for users who want switches to stick.
This is the root cause behind the recurring 'session switch applied
globally' bug class (#61458, #63083, #58290, #61190): every surface
funnels its no-flag default through this one function, so per-surface
patches kept missing paths. Fixing the default fixes all surfaces at
once: CLI typed + picker, TUI/Desktop config.set + slash, gateway typed
+ inline picker.
Builds on liuhao1024's #58371 (--provider session scoping, cherry-picked
as the previous commit) and supersedes the per-surface #61488.
When /model is called with --provider but without --global or --session,
the switch now defaults to session-only instead of persisting to
config.yaml. Provider switches are typically exploratory — the user is
trying a different backend for this conversation, not reconfiguring the
default. --global can still force persist when desired.
This addresses a regression from fad4b40d9 where /model switched to
persist-by-default, causing /model xxx --provider xxx to overwrite the
global config when the user only intended a temporary switch.
Fixes#58290
Address review on PR #36998: the inline ri.<service>..<ns>. stripper in
_get_status_bar_snapshot was a one-off heuristic that:
* lived in cli.py with no shared call site, so the switch-confirmation
banner ("✓ Model switched: ri.language-model-service..…") and the
[Note: model was just switched from … to …] system-prompt nudge still
printed the full opaque RID — exactly what the screenshot reported;
* split on '..' and re-split on '.', which would mis-handle any RID
whose namespace token isn't a single dotted segment.
Refactor:
* New module-level helper hermes_cli.model_switch.format_model_for_display
matches on a startswith() allow-list (_OPAQUE_MODEL_PREFIXES) and
returns the trailing slug. Falls through to the original string for
every non-Palantir id, so HF paths (meta-llama/Llama-3.3-70B-Instruct),
plain Claude/GPT names, .gguf paths, and aliased ids are untouched.
Allow-list is extensible — add a prefix tuple entry for future
proxies that wrap real names in a namespace (Bedrock ARNs are
already covered by the slash-split fallback and have a different shape).
* _get_status_bar_snapshot() now delegates to the shared helper after
the reverse-alias miss (so configured aliases still win over the
helper output).
* cli.py::_handle_model_command — both confirmation-print blocks
(~7720 and ~7975) now run result.new_model AND old_model through
the formatter before they hit _cprint() and the
_pending_model_switch_note text.
* gateway/run.py model-switch handler (~10915) — same treatment for
_pending_model_notes[_session_key] and the
t('gateway.model.switched', model=…) confirmation line returned to
the gateway client.
The formatter is DISPLAY-ONLY. The session_model_overrides map,
ModelSwitchResult.new_model, persistence to config.yaml, alias lookups,
and every wire call still carry the full opaque RID — Palantir's API
requires it.
Verification: unit reproducer covers (a) all four Palantir model RIDs
from this user's config stripped to the trailing slug, (b) plain
model names (claude-4-7-opus-20260101, gpt-5.4, HF paths, empty
string) passed through unchanged, (c) prefix-only edge preserved
(no infinite-loop / empty-output regression).
Refs: PR #36998 review feedback; screenshot showed model banner still
printing the long RID after the original status-bar-only fix landed.
* fix(gateway): serialize concurrent turns per resolved session_id with a turn lease
Closes the serialization half of #64934. The busy guards are keyed by
routing key, but the durable transcript is owned by session_id — and
switch_session() makes the key→id mapping many-to-one (/resume from a
second chat/topic, CLI-continuity rebinding, async-delegation pinning,
topic-binding tip-walks). Two routing keys mapped to one session_id ran
concurrent turns on two different agent objects, invisible to every
per-key guard: flushes persisted in completion order, the identity-marker
dedup swallowed rows, and the second turn ran on a stale history base —
leaving a permanent user;user alternation wedge.
The fix: an asyncio lease keyed by RESOLVED session_id (gateway/turn_lease.py),
acquired in _handle_message_with_agent after session resolution is final
(post switch_session/tip-walk), immediately before the transcript load, and
released in _handle_message's finally on every exit path. Tokens are granted
per (routing key, run generation) so a stale unwind can never release a newer
turn's lease (#28686 ownership lesson). Same-key messages never reach the
acquisition point mid-turn (both routing-key guards hold them), so the lock
is uncontended outside the alias-key route — where the second turn now waits
for the first turn's flush and logs one WARNING naming the session and both
routing keys (pairs with the #67371 tripwire).
Fail-open: a stuck holder degrades to today's unserialized behavior with a
loud ERROR after agent.gateway_timeout — never a wedged session; a degraded
token holds nothing and can't steal the lease. Registry is size-capped and
never evicts a live lease. Persist-disabled review forks never dispatch
through _handle_message, so they cannot contend.
Known limits (tracked on #64934): CLI-continuity cross-process pairs need a
DB-level lease; mid-turn compression rotation leaves a small alias window
for a follow-up at the binding-sync sites.
Validation: 8 behavior tests (alias-key wait + flush order, no cross-session
contention, generation-scoped idempotent release, timeout fail-open without
lease theft, bounded registry, bare-runner-safe release wiring) + E2E against
a real SessionStore reproducing the issue's switch_session alias route —
strict alternation and arrival order preserved.
* refactor(gateway): conversation-scope funnel + mid-turn lease rebind
Completes the #64934 system beyond the point fix. Two structural changes,
both eliminating whole bug classes rather than instances:
1. _clear_conversation_scope — THE single conversation-boundary funnel.
/new, /resume, auto-reset, expiry finalization, and the
compression-exhausted reset each carried a hand-copied pop-list of the
per-session dicts, and the lists drifted every time a new dict was
added (#48031, #58403, #10702, #35809 were all 'boundary X forgot
dict Y' bugs). All five sites now make one funnel call driven by the
_CONVERSATION_SCOPED_STATE registry; adding a new conversation-scoped
dict means adding one name to the registry, and every boundary picks
it up automatically. Scope rules documented at the registry: turn-scoped
state, the monotonic generation counter, and the agent cache are
deliberately excluded (different lifecycles).
2. SessionTurnLeaseRegistry.rebind — the held turn lease now FOLLOWS
mid-turn compression rotation. Both rotation sites (session-hygiene
pre-compression, agent-result session_id swap) alias the same
_SessionLease object under the new id, so an alias routing key
resolving the fresh child (topic tip-walk) still serializes against
the in-flight turn. Closes the rotation-alias window flagged as a
known limit on #64934. Ownership-checked like release; when the
target id already has a live lease the rebind fails open with a loud
WARNING (never a mid-turn deadlock).
Tests: 3 new rebind behavior tests + 5 funnel behavior tests (including
a real-setter drift guard); the two AST change-detector pins in
test_10710/test_48031 were re-pointed at the funnel and the #58403 pin
converted to a behavioral test. E2E: rotation-alias scenario against a
real SessionStore + SessionDB — turn B on the fresh child waits behind
the rotated holder, sees its rows, alternation intact.
Deduplicates the sidecar handling across 9 sites:
- substitute_api_content(): 2 API-bound pop+substitute sites
(chat_completion_helpers, transport — conversation_loop keeps its
inline pop because the current-turn compose fallback needs the value)
- drop_stale_api_content(): 4 rewrite-drop sites
(context_compressor x2, replay_cleanup, agent_runtime_helpers)
- extract_api_content_sidecar(): 3 gateway forwarding sites
(gateway/session, gateway/slash_commands, cli_commands_mixin)
Also: restore the eager _pending_cli_user_message clear on the early
row-creation try (was lost when the crash-persist moved after prefetch —
a crash in compression between the two tries would leave a stale staged
input), and fix a comment indentation nit in run_agent.py.
Co-authored-by: Soju06 <qlskssk@gmail.com>
The first LLM call of every gateway turn gets ~0% provider prompt-cache
hit rate (in-turn calls: 97-99%) because the bytes sent for a turn's
user message are not the bytes replayed next turn: memory-prefetch and
pre_llm_call context are injected into the API copy only, the #48677
persist override writes cleaned content to the DB row, and
get_messages_as_conversation sanitize/strips user and assistant content
on load. Any of these diverges the request prefix at that message and
re-prefills everything after it — measured 27.9s for the first call vs
2.4-5.8s cached at a median ~156k-token context.
Persist what you send: a nullable messages.api_content column stores the
exact content string sent to the API when it differs from the clean
stored content, and replay substitutes it verbatim (no sanitize, no
strip). The injection composition lives in one helper
(turn_context.compose_user_api_content); the turn prologue stamps its
output onto the live user message, the api_messages build sends the
stamped bytes, and every outgoing copy pops the field so it never
reaches a provider. The crash-resilience user-turn persist moves after
prefetch/pre_llm_call so the user row is written once with its final
sidecar; _ensure_db_session stays before preflight compression (session
rotation needs the parent row under PRAGMA foreign_keys=ON). The
current-turn index trackers are re-anchored after compaction rebuilds
the message list, in-place preflight compaction backfills the stamp onto
the already-inserted row, and gateway replay forwards the sidecar only
when the replay pipeline did not rewrite the content. Rewrite paths that
would leave stale bytes (historical image strip, merge-summary-into-
tail, consecutive-user repair merge, stale-confirmation redaction) drop
the sidecar; the chat-completions transport and the max-iterations
summary path strip it defensively. codex_app_server and MoA turns are
excluded from stamping because their wire bytes differ from the
composition. A missing or dropped sidecar degrades to today's behavior
(one cache-boundary miss), never to wrong content.
Fixes the two review defects that kept PR #29923 open, plus docs:
- gateway: exclude --once from the session-store write-through. The
once-override lived only in memory before, but the write-through
persisted it, so a gateway restart before the finally-restore
rehydrated a supposedly one-turn model permanently.
- TUI: skip _sync_agent_model_with_config while a one-turn restore is
pending. The once-model is deliberately not pinned as a session
model_override, so the config sync saw a model mismatch and clobbered
the once-override back to the config model before the turn ran.
- tests: real _handle_model_command drive asserting --once never
touches set_model_override while --session still does; restore-pop
idempotency.
- docs: /model --once in configuring-models.md with an honest
prompt-cache cost note (one-shot switch breaks the cached prefix
twice; wins for short sessions and cheap-to-expensive escalation).
Adds --once to /model across CLI, TUI, and gateway: switch model for the
next turn only, restoring the previous model in a finally block so
success, exception, and interrupt all revert. Parsing extends
parse_model_flags_detailed(); resolve_persist_behavior() treats --once
as a persistence opt-out; --global + --once is rejected.
Salvaged from PR #29923 (image-generation lane split to #59815 per
review; conflict resolution against current main by the maintainers).
* feat(tui): rename /billing slash command to /topup
Behavior-preserving rename of the /billing command surface to /topup.
Changes: billing.ts → topup.ts (export topupCommands, name 'topup', new
help string), registry.ts import+spread updated, billingOverlay.tsx
overview header 'Usage credits' → 'Top up credits', billingCommand.test.ts
→ topupCommand.test.ts with import/lookup/call updated. RPC method names
(billing.state, billing.charge, etc.) and component/symbol names unchanged.
* refactor(tui): extract overlay primitives to shared module
Lift MenuRow, ActionRow, footer, and barCells() out of billingOverlay.tsx
into overlayPrimitives.tsx so the upcoming subscriptionOverlay.tsx can
import them instead of duplicating. spendBar now calls barCells() —
output is byte-identical. Pure behavior-preserving refactor.
* feat(tui): add /subscription + /topup CTAs to /usage output
Every /usage render now ends with 'Run /subscription to change plan
· /topup to add credits' — both the healthy (with-calls) and depleted
(no-calls) paths. Strings-only change, no WS1 dependency.
* feat(tui): add subscription wire types
Add SubscriptionTierOption, SubscriptionStateResponse, and
SubscriptionManageLinkResponse to gatewayTypes.ts. Type-only — no
usages yet. Mirrors the BillingStateResponse conventions (snake_case,
Decimals as strings) and reuses BillingErrorPayload for error mapping.
* feat(gateway): add subscription.state + subscription.manage_link RPCs
- agent/subscription_view.py: SubscriptionState dataclass + fail-open
build_subscription_state() (mirrors billing_view pattern) +
get_subscription_manage_link() for the Stripe deep-link.
- hermes_cli/nous_billing.py: get_subscription_state() +
post_subscription_manage_link() HTTP helpers for the two NAS endpoints
(WS1 Phase A/C). The manage-link endpoint raises BillingScopeRequired
when Remote-Spending is missing (Phase 4 step-up trigger).
- tui_gateway/server.py: _serialize_subscription_state() +
subscription.state RPC (fail-open) + subscription.manage_link RPC
(returns {ok,kind,url} or typed error envelope via
_serialize_billing_error). NOT added to _LONG_HANDLERS — synchronous
HTTP round-trip, not a device flow.
* feat(tui): add subscription overlay state types + store slot
Add SubscriptionScreen, SubscriptionOverlayCtx, SubscriptionOverlayState
to interfaces.ts and a 'subscription' slot to OverlayState. Wire it into
overlayStore.ts (buildOverlayState + $isBlocked). NOT added to
resetFlowOverlays preserve list — flow-scoped like billing, drops on
turn end.
* feat(tui): build SubscriptionOverlay — overview + confirm + handoff
Pure-render Ink component mirroring billingOverlay.tsx's structure.
Overview screen covers all 5 states (free-upgradeable, mid-tier,
top-tier, not-admin, downgrade-pending) + dunning. Confirm screen is
y/n deep-link to Stripe (NO in-terminal charge). Handoff is the
transient 'Opening Stripe' screen. Imports shared primitives from
overlayPrimitives.tsx. 8 render tests via renderSync covering every
state.
* feat(tui): add /subscription command + overlay wiring
- subscription.ts: SubscriptionOverlayCtx closure (openManageLink,
refreshState, requestRemoteSpending) + run handler that fetches
subscription.state and opens the overlay. Alias /upgrade.
- registry.ts: spread subscriptionCommands into SLASH_COMMANDS.
- appOverlays.tsx: render SubscriptionOverlay when overlay.subscription set.
- useInputHandlers.ts: Esc closes subscription overlay; promptOverlay OR
includes subscription so input is intercepted while open.
- subscriptionCommand.test.ts: 4 tests (fetch+open, logged-out sys line,
/upgrade alias, /subscription resolves).
* fix(tui/subscription): stop saying Stripe in deep-link copy + fix manage link kind type
Replace all user-facing 'Stripe' mentions in the /subscription overlay and
sys messages with 'your subscription page' — the deep-link target is NAS's
own /manage-subscription page, not the Stripe hosted portal. Stripe only
legitimately appears later at actual Checkout. Also add 'manage' to the
SubscriptionManageLinkResponse.kind union (NAS emits kind:'manage'; was
previously missing from the TypeScript type causing silent narrowing errors).
* feat(tui/subscription): render cancellation-scheduled note with headline precedence
Parse cancelAtPeriodEnd + cancellationEffectiveAt from the NAS contract
(camelCase) in the agent parser (_parse_current), emit cancel_at_period_end
+ cancellation_effective_at from the gateway serializer, extend the
SubscriptionStateResponse type, and render a warn note in OverviewScreen:
'Cancels on {date} — your plan stays active until then.'
Headline precedence when multiple flags co-occur:
past-due > cancel-scheduled > downgrade-pending > active
The downgradeNote guard is tightened to suppress when cancel is scheduled,
so at most one status line renders at a time.
* feat(tui/subscription): team-context screen — redirect to /topup for team orgs
Parse the NAS context:'personal'|'team' field (defaults to 'personal' for
unknown/missing values), emit it on the gateway wire, add it to
SubscriptionStateResponse. When context is 'team', SubscriptionOverlay
renders a dedicated read-only screen instead of the tier picker:
'This terminal is connected to {org_name}. Teams run on shared
credits — use /topup to add funds. Personal subscriptions live
on your personal account.'
The screen closes on Enter or Esc. The personal/tier-picker path is
unchanged.
* fix(subscription): drop manage-link gateway RPC, build URL locally
The NAS POST /api/billing/subscription/manage-link endpoint was dropped
(it added no server work — the target is the static /manage-subscription
page, not a Stripe-minted secret). Build the URL client-side instead:
{portal_base}/manage-subscription?org_id=<org.id>.
- Remove subscription.manage_link gateway RPC (server.py)
- Remove get_subscription_manage_link helper (subscription_view.py)
- Remove post_subscription_manage_link (nous_billing.py)
- Remove SubscriptionManageLinkResponse type (gatewayTypes.ts)
- Add org_id to SubscriptionState + wire through serializer + TS type
- openManageLink() builds the URL locally via buildManageUrl(), opens
it with the existing openExternalUrl(), no gateway round-trip
- Drop targetTierId param from openManageLink (v1 sends everyone to
/manage-subscription; no tier deep-link needed)
- Fix stale test expectations (Stripe copy → subscription page copy)
* chore(subscription): drop unused format_money import
* feat(cli): /subscription + /upgrade, /billing→/topup rename, /usage CTAs
Add the classic-CLI half of the terminal billing surface to match the TUI:
- /subscription (alias /upgrade) command + /topup (renamed /billing, keeps
'billing' as a back-compat alias) in the command registry.
- Drop the stale 'billing' entry from _SLACK_VIA_HERMES_ONLY (now cli_only).
* feat(subscription): CLI /subscription handler, drop dunning, current:null no-plan
- CLI _show_subscription mirrors the TUI overlay (plan read + tier list + usage
bar + browser deep-link via subscription_manage_url); credits render as counts.
- Adapt to the updated NAS read contract: remove is_past_due/dunning everywhere
(a card-failing subscriber returns as a normal plan now), and treat no-plan as
current:null (parser returns None) rather than an all-null object.
- HERMES_DEV_SUBSCRIPTION_FIXTURE env-driven fixtures + ui-tui fixture harness
drive every state (CLI + live TUI) with no portal.
Verified against handoff 2026-06-24_subscription-tui-handoff.md.
* feat(billing): CF-4 Remote-Spending revoked-terminal UX (NAS PR #481)
Wire the Remote-Spending gate denial contract end to end:
- nous_billing: BillingRemoteSpendingRevoked (403 remote_spending_revoked →
reconnect) + BillingSessionRevoked (401 session_revoked → re-login), distinct
from insufficient_scope; capture actor/code/recovery; 503 stays transient.
- gateway _serialize_billing_error threads the new typed kinds + actor/code/
recovery to the TUI.
- TUI renderBillingError: actor-aware revoke copy, kills the spend overlay
immediately (no 15-min zombie button), handles session_revoked, the dual-
emitted cli_billing_disabled/remote_spending_disabled, role_required,
idempotency_conflict; poll treats a mid-poll revoke as ambiguous (check
balance before retry), not a failure.
- CLI _billing_render_charge_error: same denial matrix, actor-aware copy.
Tests: gate-contract mapping + envelope (py) and revoke/session/disabled (TUI).
Per handoff 2026-06-24_remote-spending-TUI-contract-handoff.md.
* refactor(subscription): remove dead step-up scaffolding from /subscription
/subscription only opens a browser deep-link to manage-subscription — that needs
no billing scope, so it can never hit insufficient_scope. Drop the never-fired
'stepup' screen type, requestRemoteSpending ctx fn, and resumeScreen bookkeeping
(leftovers from a superseded plan). The resumable step-up lives on /topup, where
the charge actually gets gated.
* feat(tui/topup): resumable 'Allow Remote Spending' step-up on the charge path
Phase 4: when a charge returns insufficient_scope, the /topup modal no longer
tears down with a 'run /billing again' ConfirmReq. Instead it stays MOUNTED and
switches to a step-up screen:
- charge() is now awaitable, returning a discriminated outcome (submitted |
needs_remote_spending | error) so the overlay can route without closing.
- StepUpScreen: 'Allow Remote Spending' → await the device-flow grant (browser
opens via the existing out-of-band billing.step_up.verification event) →
replay the held charge (pendingCharge.amount) and settle, with no command
re-run. Never surfaces the raw billing:manage scope.
- armStepUp's fire-and-forget ConfirmReq replaced by requestRemoteSpending();
the leaky 'billing:manage' / 'Re-authorize' / 'run /billing again' copy is gone.
Tests: charge-outcome routing, step-up grant/deny, and a render test asserting
the step-up copy holds the amount and never leaks billing:manage.
Per handoff 2026-06-24_remote-spending-TUI-contract-handoff.md §2 (Grady #6).
* feat(billing): shared dollar usage model + two-bar view (drop "credits")
Single source of truth for the /usage and /subscription usage bars across
TUI + CLI. Reads the NAS account-info dollar fields (subscription/top-up/total
remaining, monthly allowance, renewal) and produces a surface-agnostic model:
two full-resolution bars (plan allowance + purchased top-up), a status
classification (free | healthy | low | depleted), and a human renewal date.
- agent/billing_usage.py: UsageModel/UsageBar, usage_model_from_account
(fail-open), build_usage_model (HERMES_DEV_CREDITS_FIXTURE-aware),
format_renews (ISO -> "Jul 24, 2026", Windows-safe), $5 low-balance threshold.
- tui_gateway/server.py: _serialize_usage_model/_serialize_usage_bar, a
usage.bars RPC, and the model embedded into subscription.state so the overlay
renders the same bars from its single fetch.
- Dollars only, never "credits"; two separate bars (not a crammed
three-segment one) for legibility at terminal widths.
- tests/agent/test_billing_usage.py: status classification, bar math
(clamp/over-cap), NaN/Inf rejection, fail-open invariants.
* feat(tui): dollar usage bars on /usage + /subscription, drop tier picker
Render the shared two-bar dollar model in both overlays; strip "credits" and
the in-terminal tier selection per UX feedback.
- overlayPrimitives.tsx: UsageBars (themed plan/top-up bars — gold allowance,
green top-up) + usageBarsText for the /usage panel. Plan name labels the
bar; "$X left of $Y · N% used" (disambiguated so the % matches); top-up
"never expires".
- subscriptionOverlay.tsx: status line dedupes ($X left once; bar carries the
breakdown), human renewal date, state-matched nudges (free upsell / <$5
low alert) with box-safe ASCII markers (! / >) instead of the width-unstable
emoji that broke the border. Tier picker removed — overview shows usage +
plan, then "Manage on portal" / "Close" (free users get "Start a
subscription"). No "credits" anywhere.
- session.ts: /usage renders the dollar bars + balance summary, falling back
to the legacy credits lines only when the model is unavailable; CTA reworded.
- gatewayTypes.ts: UsageModelData/UsageBarData wire types + usage on
SessionUsageResponse/SubscriptionStateResponse.
- Tests updated to the new contract (no "credits", "left of", dedup, markers).
* feat(cli): mirror dollar usage bars on /usage + /subscription
CLI parity with the TUI billing rework, from the same shared usage model.
- _print_nous_credits_block (/usage) and _subscription_overview render the
two-bar dollar view (plan name on the bar, "$X left of $Y · N% used",
top-up "never expires", total spendable) instead of the credits-worded block.
- Dollars only — dropped the tier catalog (no more "$N/mo (… credits)") and
every user-facing "credits"; team copy says "shared balance".
- Human renewal date via the shared format_renews; status line dedupes the
"$X left"; free upsell + <$5 low alert with ASCII markers.
- /subscription manage modal no longer dumps the raw manage-subscription URL
in its detail — the [1] Open / [2] Copy link / [3] Cancel options carry it.
Title is "Manage your subscription" (no in-terminal plan change). The raw URL
stays only in the non-interactive / not-admin fallbacks, which have no menu.
- /usage token-usage panel (model, tokens, cost, context) left untouched.
* feat(billing): embed dollar usage model into billing.state for /topup
The /topup overview renders the same two-bar dollar usage (plan + top-up) as
/usage and /subscription. Embed the shared usage model into the billing.state
RPC payload (mirrors subscription.state) so the overlay gets the bars from its
single fetch, and add the `usage` field to BillingStateResponse.
* feat(tui/topup): reorder overview + in-flight reauth with press-Enter resume
Reworks the /topup overlay per the Jun 19 review and the no-preflight decision.
Overview:
- Balance leads in the title ("Top up · balance $X"); the shared two-bar dollar
usage (plan + top-up) renders below. Dropped the old monthly-cap spend bar.
- "Add funds" is the first action (was "Buy credits"); auto-reload / monthly
limit / manage-on-portal follow. Dollars only — no "credits" anywhere.
- No "Enable terminal billing" menu item and NO scope preflight: whether the
terminal can charge is discovered reactively at pay time. (We deliberately do
not read/refresh the OAuth token to gate UI.)
Step-up (reached only on a charge's insufficient_scope 403):
- New 4-phase flow that keeps the modal mounted: prompt (one-time-setup
heads-up) → waiting (browser authorize) → granted (explicit "Press Enter to
resume") → replay the held charge → settle. The press-Enter beat is the
reassuring "you're back, finish your purchase" moment.
- Renamed user copy "Allow Remote Spending" → "Enable terminal billing"; never
leaks the raw billing:manage scope (guarded by the render test).
- topup.ts error copy de-crufted to terminal-billing wording, emoji removed.
Tests: step-up prompt copy, the no-raw-scope invariant, and new overview tests
(balance-in-title, Add-funds-first, two-bar usage, no "credits").
* feat(cli/topup): mirror overview reorder + in-flight reauth resume
CLI parity with the TUI /topup rehaul, from the same shared usage model.
- _billing_overview: balance in the title, the two-bar dollar usage (plan name
on the plan bar, top-up "never expires") in place of the old cap spend bar,
"Add funds" first, dollars throughout — no "credits", no scope preflight.
- _billing_handle_scope_required: now takes the held amount + idempotency key
and runs the in-flight flow — "Enable terminal billing" → browser device-flow
→ re-check the org kill-switch → press-Enter to resume → replay the held
charge (reusing the key so a double-submit collapses to one). Stops leaking
the raw billing:manage scope.
- Charge-error + buy/auto-reload copy de-crufted to terminal-billing/dollars.
- Tests updated to the new overview + buy copy.
* fix(billing): guard non-JSON 2xx responses in the billing HTTP client
A 2xx response with a non-JSON body — e.g. a reverse-proxy / SPA fallback HTML
page served when a billing route isn't actually mounted on a deployment — hit
json.loads() on the success path of _request() and raised a raw
json.JSONDecodeError. That escaped the typed-BillingError contract, so callers'
`except BillingError` missed it and fell through to a generic fail-open that
rendered as a misleading "not logged in" (observed when /api/billing/subscription
was briefly unshipped on staging: 200 text/html, x-matched-path /[...notFound]).
Now a non-JSON 2xx body raises a typed BillingError(error="endpoint_unavailable")
so surfaces degrade gracefully ("could not load …") instead of crashing or
mislabeling a valid session as logged-out. The 4xx/5xx path already guarded its
.json(); this closes the same hole on the success path.
Test: tests/hermes_cli/test_nous_billing_request.py — non-JSON 2xx → typed
error (not JSONDecodeError, not BillingAuthError), empty body → {}, valid JSON
parses.
* feat(billing/dev): add HERMES_DEV_BILLING_FIXTURE for offline card/scope testing
build_billing_state short-circuits to a fixture when HERMES_DEV_BILLING_FIXTURE
is set (mirrors HERMES_DEV_CREDITS_FIXTURE for the usage model). States:
nocard | card | card-autoreload | notadmin | billing-off | logged-out — so the
card-on-file gate, admin role, and kill-switch paths are exercisable offline
without a live portal. Env-var gated; returns None when unset (no prod leak).
Adds 8 behavior tests asserting the card/admin/billing-on contract per state.
* refactor(billing): fold /credits into /topup
/credits is redundant now that /topup shows the dollar balance + portal handoff.
Make 'credits' (and 'billing') aliases of /topup so typing /credits still works,
resolving to topup everywhere (CLI, gateway, Slack, TUI, autocomplete, help).
Remove the standalone /credits surface across 6 places:
- CLI _show_credits handler + dispatch
- gateway _handle_credits_command -> renamed _handle_topup_command, copy softened
to 'Manage billing on the portal' (the messaging billing surface; /topup is now
gateway-available so messaging keeps billing — credits was the only one before)
- TUI commands/credits.ts + creditsCommand.test.ts (deleted), registry entry
- tui_gateway credits.view RPC + the CreditsViewResponse type
- Slack _SLACK_VIA_HERMES_ONLY: credits -> topup
Sweep user-facing /credits -> /topup (usage-block hint, depletion notice) and
stale doc-comments. OpenRouter's /credits endpoint URL left untouched. Tests
updated (test_credits_folds_into_topup) or pruned for the removed symbols.
* fix(billing): card-on-file heads-up, no-card portal gate, /usage bar ordering, modal glyph
In-terminal charge (POST /charge against the org's server-held card, no card ref
leaves the client):
- card present: confirm screen shows 'Your card saved on the portal will be
charged' + a 'Manage on portal' escape option (CLI); heads-up line (TUI)
- no card on file: /topup overview + buy flow detect it and route to the portal
to add a card, instead of offering a charge that 403s no_payment_method
/usage bar ordering: route the dollar block through _cprint consistently. The
Plan: line (_cprint) and the bar (raw print) flushed to different buffers under
patch_stdout and interleaved nondeterministically; now Plan: -> bar -> status/CTA
is stable across all states.
Modal glyph: strip the leading emoji from bordered _prompt_text_input_modal
titles — it measures 1 char but renders 2 columns, shifting the box's right
border (the stray '|'). Includes the f-string 'Pay $X?' title.
Small /credits -> /topup string bits in cli.py ride along with the surrounding
charge edits (the fold lives in the sibling refactor commit).
* refactor(billing): apply safe simplify-pass fixes
Three low-risk cleanups from a parallel simplify review (reuse/quality/efficiency):
- dev fixture portal URL: reuse the prod host (was drifted to staging-* — a real
mismatch vs subscription_view's _DEV_FIXTURE_PORTAL)
- TUI billingOverlay choose(): collapse two byte-identical branches (needsCard +
the not-full else both = portal-or-close at index 0) into one tail; the only
divergent path (full && !needsCard → buy/auto/limit) stays explicit
- /topup overview comment: correct the stale 'buy_flow detects no_payment_method'
note (the overview's no-card gate fires first, so reaching Add funds implies a
card on file)
Skipped (judgment): the orphaned CreditsView.depleted field (harmless, on a live
dataclass), the defensive card gates in _billing_buy_flow/_confirm_and_charge
(cheap correct defense on the money path), and folding the no-card handoff into a
shared helper (touches 4 money-path sites for tidiness — not worth the risk here).
* fix(billing): reactive charge gating — drop card preflight, react to 403 (scope→reauth, no-card→portal)
* refactor(billing): drop the /credits alias entirely
The /credits fold made it an alias of /topup; now remove that too. Typing
/credits is an unknown command, not a silent redirect — billing lives only on
/topup (with /billing kept as the old command's back-compat name). Dropped the
alias from the registry CommandDef and the TUI topup.ts; updated the test to
assert /credits resolves to nothing (no command, no alias).
* docs(billing): fix stale comment in _billing_overview — describe reactive no-card path
The comment still described the removed overview-level card gate ('no-card case
handled above'). Corrected to: the buy flow reacts to the server's
no_payment_method 403 and hands off to the portal at charge time (no preflight).
* refactor(billing): simplify-pass — share usage-payload helper, drop dead bar wire fields + redundant admin gate
* refactor(billing): drop the /billing alias too — /topup is the only billing command
Following /credits removal, retire the old /billing name as well. /topup now has
NO aliases — both /credits and /billing are unknown commands. Dropped the alias
from the registry CommandDef and TUI topup.ts; fixed the one live user-facing
straggler (the not-logged-in message said 'then /billing' → /topup) and the
_show_billing docstring/default-arg references. Test asserts /topup carries no
aliases and neither old name resolves.
* fix(billing): code-review fixes — money-path + parity bugs
Money path (TUI):
- auto-reload "Turn off" now echoes current threshold/top_up_amount so the
PATCH succeeds (was sending {enabled:false} → invalid_request → stayed ON)
- charge poll honors the 5-min cap on the 429/503 throttle branch too (was
rescheduling forever); cap folded into one timedOut() helper
- step-up resume reacts to the replay outcome instead of unconditionally
closing on a reassuring line with no charge made
- synchronous submit guard on Confirm so two key events can't double-charge
Gateway:
- billing.step_up routes typed errors through _serialize_billing_error (was a
raw {error:'error'} dict → generic copy for session_revoked)
- billing.state / subscription.state / usage.bars / session.usage moved to
_LONG_HANDLERS (blocking portal HTTP no longer stalls the main stdin loop)
CLI:
- _billing_render_charge_error handles insufficient_scope without leaking the
raw billing:manage scope name on a post-grant replay re-raise
Python model:
- subscription_view tier parse None-coalesces tierOrder/dollarsPerMonth so a
free tier's 0 survives ($0, not "—"; correct sort order)
TUI parity/robustness:
- /usage shows formatted renews_display, not raw ISO renews_at
- subscription overview guards a null pending_downgrade_at (was "on null.")
- subscription overview surfaces a message instead of silently closing when
portal_url is missing
- buildManageUrl wraps new URL() so a malformed portal_url can't throw out of
the Ink key handler
* fix(billing): cross-surface bar direction, formatted cancel/downgrade dates, Slack alias gating
- CLI plan bar now fills by REMAINING (fuel-gauge), matching the shared model's
fill_fraction, the top-up bar, and the TUI — same account renders identically
on both surfaces (#8)
- subscription serializer emits cancellation_effective_display /
pending_downgrade_display (format_renews); TUI shows 'Jul 1, 2026' not raw ISO (#14b)
- _SLACK_VIA_HERMES_ONLY now includes the 'billing' alias so it follows its
canonical /topup via /hermes instead of leaking a native Slack slot (#9)
* fix(billing): thread idempotency key through the TUI step-up replay (#2)
Mint a stable idempotency key when the purchase amount is chosen; it rides
pendingCharge into both the Confirm charge and the post-grant step-up replay,
so a retried charge dedups server-side (the gateway already echoes the key).
A fresh amount selection gets a fresh key. Combined with the sync submit guard,
a double-submit now collapses to one charge.
* refactor(billing): remove dead /subscription tier-picker scaffolding (#18)
The in-terminal plan picker was cut (deep-link only), leaving a whole unreached
state machine. Removed end-to-end:
- TUI: ConfirmScreen, HandoffScreen, the 'confirm'/'handoff' screen types,
pendingTargetTierId, and the now-dead onPatch threading (collapsed the dispatch
to a single overview screen + folded the duplicate Box wrapper)
- gateway: the tiers serialization + SubscriptionTierOption wire type
- model: SubscriptionTier, _parse_tier, _coalesce, _dev_tiers and the tiers field
(never displayed on either surface, so this supersedes the tier-parse fix)
- tests: dropped the confirm/handoff/tier-passthrough tests; slimmed the overview
render tests
Net: a large dead-code cull (no behavior change — the picker never ran).
* test(billing): parametrize usage-model tests; drop dead is_low/is_free props
Collapse the fail-open + status-classification cases into parametrized tables
(same coverage, ~80 fewer lines) and remove the now-unused UsageModel.is_low /
is_free properties (only a test pinned them).
* fix(billing): revert dead 'billing' Slack-via-hermes entry — the alias was dropped
#9 was based on a stale review diff: /billing is no longer an alias of /topup
(dropped earlier), so routing it via /hermes filtered a name that doesn't exist.
* test(billing): cull redundant TUI billing tests (parametrize, merge dupes)
usageCommand: collapse 3 CTA tests into one + a panel helper.
billingStepUp: merge the two step-up render asserts.
topupCommand: parametrize requestRemoteSpending + the revoked-actor pair, drop
the redundant happy-path-submitted test. Money-path + error-mapping coverage
preserved.
* refactor(billing): extract _usage_bar_lines — one source of truth for the CLI bars
The plan + top-up bar format was copy-pasted across _print_nous_credits_block,
_subscription_overview, and _billing_overview. Extract a helper returning the
ready-to-print lines; each caller keeps its own print fn (the _cprint-ordering
constraint stays) and resolves its plan-name label. Centralizes the format so
the three surfaces can't drift.
* feat(billing): NAS V3 subscription-change HTTP client wrappers
Add the four write-side wrappers for the V3 subscription contract to nous_billing,
each a thin _request() call (reusing auth, JSON, 401-retry, typed errors):
- post_subscription_preview → POST /subscription/preview (chargeless quote)
- put_subscription_pending_change→ PUT /subscription/pending-change (downgrade/cancel)
- delete_subscription_pending_change → DELETE .../pending-change (resume/undo)
- post_subscription_upgrade → POST /subscription/upgrade (the money route)
pending-change takes a discriminated body (tier_change | cancellation); upgrade
requires an Idempotency-Key (mandatory, validated client-side before any I/O).
Tests assert the exact method/path/body/header each wrapper puts on the wire.
* feat(billing): subscription tier catalog + change-preview models
Reinstate the catalog the in-terminal picker needs (was culled when /subscription
was deep-link-only): SubscriptionTier + SubscriptionState.tiers + _parse_tier, with
_coalesce so the free tier's 0 tierOrder/price survives a falsy-or. Parse the
catalog from GET /subscription's tiers and seed _dev_tiers into every fixture.
Add SubscriptionChangePreview + subscription_change_preview_from_payload for the
POST /preview quote (effect/amountDueNowCents/effectiveAt/reason + tier delta); a
malformed/missing effect fails safe to 'blocked' so a bad quote never reads as a
charge. Module docstring updated: the overlay is no longer deep-link-only.
* feat(billing): gateway RPCs for the V3 subscription change flow
Add subscription.preview / .change / .resume / .upgrade RPCs, each wrapping its
nous_billing call and reusing _serialize_billing_error for the typed envelope
(so a 403 still drives the device step-up). upgrade mints + echoes the
idempotency key and surfaces status + recovery_url so the TUI can route an
SCA/decline to the portal. Re-add the tier catalog to _serialize_subscription_state
(price pre-formatted) for the picker. All four are pool-routed (_LONG_HANDLERS) —
preview + upgrade hit Stripe and must not stall the main stdin loop.
* feat(billing): in-terminal subscription change flow (TUI)
/subscription is no longer deep-link-only: it drives the change in-terminal
against the V3 contract via the new gateway RPCs. The overlay is a state machine
overview → picker → confirm → result:
- picker lists the tier catalog with upgrade/downgrade hints (current + free
excluded; free=cancel, on the overview);
- confirm shows the previewed effect — pay $X now (upgrade) / scheduled at date
(downgrade) / cancel at period end / blocked-with-reason — then applies it;
- an upgrade's SCA/decline routes to the portal via the result screen's recovery
link; resume/cancel/downgrade are chargeless.
Starting a NEW subscription still deep-links (needs a fresh card). insufficient_scope
points to /topup (the step-up stays there, not duplicated here). Adds the wire
types (tiers + preview/upgrade responses), widens the overlay ctx + screen state,
and threads onPatch. Render tests cover every screen.
* feat(billing): in-terminal step-up + clearer scheduled-change UX (TUI)
Two improvements to the /subscription overlay:
Step-up re-auth in place. When a mutation (preview/change/upgrade/resume) returns
insufficient_scope, route to a new 'stepup' screen that grants terminal billing
via billing.step_up and AUTO-REPLAYS the held action on grant — no bounce to
/topup. Scope routing is centralized in previewAndRoute/applyPendingAndRoute/
resumeAndRoute (shared by the picker, confirm, overview + the step-up replay). The
browser opens via the shared global verification handler; copy never leaks the raw
billing:manage scope.
Make a scheduled change unmissable. A downgrade/cancel was one buried warn line
that read as 'nothing happened'. Now the overview leads with a banner
(⏳ Scheduled change · Ultra ──▶ Plus · <date> · you keep Ultra until then), the
status line echoes the transition (Plan: Ultra → Plus), 'Keep <tier> (undo)' is
promoted to the first olive action, the result screen says 'your plan doesn't
change today', and confirm gets a charged-now / scheduled chip.
* feat(billing): full in-terminal subscription change flow in the classic CLI
Bring the CLI to parity with the TUI overlay — /subscription is no longer
deep-link-only. A paid admin/owner gets picker → preview → confirm → apply,
mirroring the /topup buy flow's modal idioms:
- _subscription_change_menu (change / undo-or-cancel / manage-on-portal),
- _subscription_pick_tier (catalog with upgrade/downgrade hints),
- _subscription_preview_and_confirm (POST /preview → effect-aware confirm),
- _subscription_apply (schedule / cancel / resume chargeless; upgrade charges
the sub's card, SCA/decline → portal),
- _subscription_handle_scope_required (insufficient_scope → step_up_nous_billing_scope
inline, then replays the held preview/mutation — reusing the upgrade idempotency key).
Also the scheduled-change UX fix: the overview leads with a prominent banner
(⏳ Scheduled change · Super ──▶ Plus · <date> · you keep Super until then) and the
status line echoes the transition, matching the TUI. Members / non-interactive /
free still deep-link. Tests drive every branch via a mocked modal + nous_billing.
* fix(billing): close TUI subscription money-path holes (ultracode review)
- Un-consented charge (P1): the step-up now HOLDS at a 'granted' phase requiring
an explicit Continue, and an abortedRef gates the grant's late .then — a cancel
during the browser flow can no longer replay the held upgrade + charge.
- Missing idempotency key (P2): mint it when building an upgrade 'pending' so it
rides into confirm AND the step-up replay (was always undefined → gateway minted
a fresh key per call, defeating dedup).
- Navigate-away re-charge (P2): confirm 'back' is guarded by submittingRef while an
apply is in flight.
- Ambiguous charge (P2): a transport-null upgrade is reported as 'may or may not
have charged — re-check', never a flat failure that invites a blind retry.
- Typed step-up denial (P2): requestRemoteSpending returns {granted,error,message};
the screen maps session_revoked / remote_spending_revoked / rate_limited to the
right recovery instead of always 'an admin must allow it'.
* fix(billing): close CLI subscription money-path holes (ultracode review)
- Bounded step-up (P2): bust the 30s token cache after a grant (it held the
pre-grant unscoped token; _request only busts on 401, not 403) and replay ONCE
with allow_stepup=False so a still-denied scope can't re-prompt/re-open in a loop.
- Stray-keystroke charge (P3→near-P2): the upgrade confirm defaults to 'Go back',
not 'Pay ' — a bare Enter can't move money.
- Fail-open on unknown effect (P3→near-P2): an unrecognized preview effect now
fails SAFE (portal hand-off) instead of scheduling a real PUT.
- 'cancel' word collision (P3): the Close row uses value 'close' so typing 'cancel'
can't hit it and falsely report 'Cancelled'.
- blocked effect re-offers the portal; undo is promoted to the first row when a
change is pending (TUI parity).
* fix(billing): guard the step-up resume against double-fire (2nd ultracode pass, BUG A)
The P1 fix split the auto-replay into a user-triggered resume() on the granted
screen, where the default row is the charging action — but resume() had no
re-entrancy guard, so a double-Enter fired two replays (the upgrade dedups on the
shared key, but schedule/cancel/resume replays carry none → duplicate PUT/DELETEs).
Mirror billingOverlay.resume(): flip to a 'resuming' phase + a resumingRef so it
fires at most once, and block 'back' once resuming (no re-mount → no second submit).
* fix(billing): CLI charge-route ambiguous-charge caveat (2nd ultracode pass, BUG B)
The TUI hardened upgradeResult(null) but the CLI charging route did not: a
transport/timeout/500 (or unknown 2xx status) on post_subscription_upgrade — after
NAS may have already prorated + charged — printed a flat failure, and a manual
re-run mints a FRESH idempotency key the server can't dedup → a real second charge.
Now the charge route reports 'your card may or may not have been charged — re-run
/subscription to check before trying again' and steers away from a blind retry
(the CLI can't persist the key across a command re-run). Also thread allow_stepup
through the preview→apply replay (BUG C.1) and route the requires_action/
payment_failed portal lines through _cprint for deterministic ordering.
* fix(billing): cap the TUI step-up replay to avoid a resume-deadlock (final pass, R1)
The round-2 resume guard ('resuming' phase + resumingRef) could deadlock: on a
REPEAT insufficient_scope during the post-grant replay, the route helpers did
onPatch({screen:'stepup'}) — a no-op since we're already mounted on stepup (no key
→ no remount) — leaving phase='resuming'/resumingRef=true frozen on 'Applying your
change…'. Thread allowStepUp through previewAndRoute/applyPendingAndRoute/
resumeAndRoute; the resume() replay passes false, so a repeat scope denial surfaces
a 'still isn't enabled' result instead (mirrors the CLI's allow_stepup=False cap).
Also: applyPendingAndRoute(pending=null) now routes to overview, not a stranded
Promise.resolve().
* fix(billing): narrow the CLI ambiguous-charge catch to indeterminate outcomes (final pass, R2)
The round-2 fix caught EVERY non-scope BillingError as 'may or may not have been
charged' — but typed pre-charge rejections (BillingRateLimited 429, BillingSessionRevoked
401, BillingRemoteSpendingRevoked 403, role_required/no_payment_method 4xx) never
reached Stripe, so the ambiguity copy was wrong and dropped their real recovery hints.
Now route those to _subscription_render_error, and reserve the ambiguous copy for
genuinely indeterminate outcomes (network_error / endpoint_unavailable / status None /
5xx). Tests: rate-limit stays deterministic; a real transport failure stays ambiguous.
* feat(billing): card visibility + guided add-card path in /topup and /subscription
Consume the NAS card-resolver contract (card.resolvedVia + chargeability) across
both surfaces, degrading cleanly on today's NAS (fields absent → prior behavior):
- WHICH card: the payment lines render provenance — 'Visa ····4242 — the card on
your subscription' (resolvedVia → label; unknown rung/older NAS → masked card +
the old generic line). Link payment methods render the brand alone (last4 is
empty — never 'Link ····').
- Presence at a glance: the /topup overview now shows 'Card: …' or 'No saved
card on file' for the full-menu case, plus a warning when the resolver marks
the card needs_repair (failing auto-reloads) on overview/buy/confirm.
- Add-card path: with no card on file, 'Add funds' becomes a guided screen —
open the portal billing page, then 'I've added it — check again' re-fetches
billing state and continues straight into the purchase (also recovers a
transient display miss). Cards are never entered in-terminal.
- /subscription upgrade confirm names the exact card ('Visa ····4242 — the card
on your subscription — will be charged'), best-effort via billing.state and
only when the resolution rung matches what a subscription charge actually
uses (subPin/customerDefault, mirroring Stripe's precedence); otherwise the
generic line stands. Fail-soft: any lookup error keeps the generic line.
- Gateway serializes display/resolved_via/needs_repair; TUI ctx gains
refreshState (topup) + fetchCard (subscription); new offline fixtures
card-sub / card-repair.
Tests: TUI ctx mocks extended; CLI suites cover provenance + repair-warning
render, the Link guard, the add-card path (continue-after-recheck + abandon),
the sub-confirm card line, and keep the confirm-time lookup offline in tests.
* fix(billing): consume server canChangePlan, preserve distinct refusal codes, drop dead chargeability
- Parse canChangePlan verbatim from NAS payloads into BillingState and
SubscriptionState; fall back to the legacy OWNER/ADMIN check only when the
server omits the field (FINANCE_ADMIN stops being locked out where NAS
authorizes it). Role model updated to the 5-role enum.
- Add the autoReload.card union (canonical | distinct | none) end-to-end:
parse + gateway serialization, distinct carries payment_method_id/brand/last4
with nullable display fields.
- stripe_unavailable (503, transient) and upgrade_cap_exceeded (429, daily cap)
now survive to the wire as their own codes instead of collapsing into
rate_limited; new exception types subclass BillingRateLimited so existing
backoff call sites keep working.
- Remove card.chargeability / needs_repair parsing, serialization, fixtures and
the cli warning blocks: NAS #670 removed the field, so the repair path was
permanently dead. The future card-health signal belongs to the NAS W1/W3 work.
- Tests: five-role fixtures, canChangePlan override/fallback, all three
auto-reload card variants, 429-vs-503 code preservation end-to-end.
* feat(tui): render the full NAS billing refusal surface
- billingOverlay: divergence notice when auto-refill charges a distinct card
(portal deep-link to reconcile); needs_repair warnings removed with the field.
- topup: explicit copy for consent_required, org_access_denied,
upgrade_cap_exceeded, auto_top_up_disabled_failures and stripe_unavailable
(honors retry_after); processing_error is an explicit charge-failure case;
transport loss during charge polling now reads as an unconfirmed outcome
(check balance before retrying), matching the revocation path.
- subscriptionOverlay: branch on upgrade reason, not status, so an SCA-needing
upgrade routes to portal verification even while NAS pre-#711 labels it
payment_failed; after an upgrade, poll subscription state until the tier
flips (bounded), rendering applying/still-applying rather than assuming
immediacy.
- Capability-neutral refusal copy (owner, admin, or finance admin) replaces
the stale org admin/owner wording.
- gatewayTypes: BillingAutoReload.card union added, needs_repair removed.
* docs(billing): client-side billing state and refusal lifecycle table
Enumerates, from the code, every billing.state shape and typed refusal the
gateway serves and the exact TUI copy + recovery each renders. Acceptance from
the billing-integration handoff: no NAS billing state or typed refusal falls
through to a generic toast; unknown codes still degrade to the default branch
that surfaces the server message.
Same bug family as #47828, at the config-persistence layer instead of
the in-memory agent layer:
- cli.py (#25106): the --global /model handlers (both the typed-name
path in _handle_model_switch and the picker path in
_apply_model_switch_result) wrote model.default/model.provider to
config.yaml but never touched base_url/api_mode at all. A provider
switch left the OLD endpoint on disk; the next launch reconnected to
the previous provider's host under the new model name.
- gateway/slash_commands.py (#25107): both persist-global blocks (the
picker-tap callback and the typed /model --global path) guarded the
write with two INDEPENDENT ifs — `if result.base_url: ...` and
`if target_provider != "custom": clear_model_endpoint_credentials(...)`.
For named providers the second if always cleared stale values, masking
the bug. For a custom provider with an empty resolved base_url, neither
branch fired, so the previous custom endpoint's base_url/api_key/
api_mode survived untouched in config.yaml.
Fix: explicit set-if-truthy/clear-if-falsy for base_url and api_mode at
all four call sites, matching the already-correct pattern in
tui_gateway/server.py:_persist_model_switch (fixed for #48305).
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Bare /reasoning and /fast now render a native one-tap picker on
picker-capable platforms, with automatic fallback to the text status
card everywhere else — parity with the /model picker UX.
- gateway/slash_commands.py: generic send_choice_picker capability gate
(detected on the adapter type, like send_model_picker); selection and
typed arguments flow through one shared application path so they can
never diverge; choices built from VALID_REASONING_EFFORTS so future
levels appear automatically
- telegram: flat inline-keyboard picker (cp:<idx> callbacks), authorized
users only (same gate as approval buttons)
- discord: ChoicePickerView select menu, auth mirrors ExecApprovalView,
2-minute timeout with expiry edit
- matrix: reaction-based picker; reaction set extended to 12 slots to
fit the full effort ladder + subcommands
- locales: picker_title + choice labels in all 16 languages
- docs: ADDING_A_PLATFORM.md capability table
Closes#61110.
Review follow-up: honor source.profile and enter _profile_runtime_scope
only when gateway.multiplex_profiles is on, mirroring the gating in
_run_agent, _reset_notice_session_info, and _resolve_profile_for_key.
When multiplexing is off (the default) a stamped source is ignored and
/profile reports the active profile and default home, byte-identical to
before this PR.
The stamped-source test now enables multiplexing (it previously
exercised the ungated path under the default config), and a new
regression asserts the stamp is ignored when multiplexing is off.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
On a multiplexed gateway the process-level active profile is always the
multiplexer's own (usually "default"), so /profile answered "default" in
every chat regardless of which profile actually served it — making
per-chat persona routing look broken when it was working.
Report source.profile (stamped by the /p/<profile>/ URL prefix, a
per-credential adapter, or a room->profile map) and resolve the
displayed home under that profile's runtime scope, mirroring the scoped
/reset banner (#59003). Unstamped sources fall back to the active
profile and default home, so single-profile gateways are unchanged.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Salvaged from #32340 by @LeonSGP43, adapted to the workspace-scoped
status tracking that landed in #63709:
- /stop with no running agent now best-effort clears the platform
status indicator, so a phantom 'is thinking...' left by a gateway
restart or a turn that died without a final send can always be
dismissed (#32295).
- SlackAdapter.stop_typing clears an untracked thread when the caller
names it explicitly in metadata — clearing an unset status is a
harmless no-op on Slack's side. The fallback is skipped when multiple
Slack Connect workspaces track the same channel+thread and no team_id
is given, preserving #63709's cross-workspace safety guarantee.
Collapse the six per-surface copies of override-then-global resolution
(CLI startup, gateway, TUI, cron, /model switch, fallback activation)
onto one shared resolve_reasoning_config() in hermes_constants.
Also fixes the gateway resolving reasoning against config model.default
instead of the session's effective model: after a session-only /model
switch, the switched model's override now applies (gateway message paths
pass the resolved session model through _resolve_session_reasoning_config;
/reasoning status reads the session model override).
Cleanup: drop docs/PER_MODEL_REASONING.md (duplicates the website docs
page), drop the change-detector _config_version test (no bump needed —
deep-merge handles new keys), remove a stale plan-reference comment.
Adds chokepoint contract tests (13) and gateway session-effective-model
regression tests (2).
OpenAI lets ChatGPT-plan Codex users bank rate-limit reset credits, but
until now they could only be redeemed from the Codex CLI/app or the
website. This wires the same backend API into Hermes:
- /usage on the openai-codex provider now shows "You have N resets
banked - use /usage reset to activate" (parsed from the
rate_limit_reset_credits field the /usage endpoint already returns).
- New /usage reset subcommand (CLI + gateway) redeems one banked
credit via POST .../rate-limit-reset-credits/consume with a UUID
idempotency key, mirroring codex-rs backend-client semantics
(PathStyle /wham vs /api/codex, ChatGPT-Account-Id header,
reset/nothing_to_reset/no_credit/already_redeemed outcomes).
- Guard: redemption is refused while no rate-limit window is fully
exhausted, since a banked reset restores the FULL 5h + weekly
allowance and spending it early wastes it. /usage reset --force
overrides. Zero banked credits and non-codex providers are refused
with clear messages; nothing_to_reset reports the credit was NOT
spent.
- i18n: new gateway.usage.unknown_subcommand / reset_wrong_provider
keys across all 16 locales; docs updated (cli.md, messaging index).
Tested with unit tests plus a real-socket E2E against a local fake
Codex backend exercising redeem/guard/force and the /usage hint.
Every inbound message calls get_or_create_session which synchronously
executes _is_session_ended_in_db → db.get_session → conn.execute on
the asyncio event loop. On a ~1.4GB state.db, this blocks the loop
for seconds to minutes, starving Discord heartbeats.
Upstream #55159 fixed the same pattern for self._session_db in
gateway/run.py but missed SessionStore._db in gateway/session.py.
This follows the exact same approach as #55159:
- session.py internals stay fully synchronous (zero changes)
- Threading.Lock contract is preserved
- All hot-path callers in run.py and slash_commands.py wrap calls
with await asyncio.to_thread(self.session_store.method, ...)
Affected: get_or_create_session, switch_session, update_session,
load_transcript, rewrite_transcript, rewind_session, reset_session,
set_model_override, _save — ~24 call sites across 2 files.
# Conflicts:
# gateway/slash_commands.py
When gateway session-hygiene auto-compression fires with in-place
compaction, the flow was:
1. _compress_context() calls archive_and_compact() — soft-archives old
rows (active=0, compacted=1) and inserts compacted messages as the
new active set. This is the non-destructive, durable path.
2. The hygiene handler then called rewrite_transcript() — which calls
replace_messages(active_only=False) — DELETEing ALL rows including
the just-archived turns. Silent permanent data loss (#61145).
The interactive /compress handler had the same bug.
Fix: only call rewrite_transcript() when session rotation produced a new
session id (legacy path). When in-place compaction succeeded, skip the
rewrite — archive_and_compact() already handled persistence.
Closes#61145.
Completes the session-binding class on the gateway surface (#55578),
matching the TUI rules:
1. Fail-closed pinning: switch_session() re-opens ended sessions, so
pinning a completion to a spawning session that has since ENDED
(user /new, closed rotation) would resurrect a conversation the user
explicitly ended and inject into it. The injection path now checks
the pinned row's ended_at first and drops the injection with a
WARNING when the spawning session is dead or unknown - the result
stays in the delegation records.
2. /new ends the old conversation's delegations: _handle_reset_command
calls interrupt_for_session() with the expiring durable session id
(matching the parent_session_id pin stamped at dispatch) plus the
routing key as fallback, so a reset can't leave dangling subagents
whose completions have no live owner.
interrupt_for_session() gains the parent_session_id selector because a
gateway chat's session_key (the platform conversation key) survives a
reset while the session id rotates - key-based matching alone could
never sever a gateway conversation's delegations.
* fix(gateway): scope reset banners' session info to the serving profile
The auto-reset notice and the manual /reset //new banner both appended
_format_session_info() outside any profile scope, so a multiplexed
gateway advertised the base config's model/provider/context while the
session actually ran on the profile's.
Route both call sites through a new _reset_notice_session_info(source),
which enters _profile_runtime_scope for the source's profile when
gateway.multiplex_profiles is on (mirroring _run_agent's gating), so
_load_gateway_config()/_resolve_gateway_model() resolve the profile's
config.yaml via the existing context-local home override. Single-profile
gateways never enter the scope — behavior unchanged.
Both call sites invoke the helper via asyncio.to_thread: under the
scope, resolution can do blocking work (credential refresh,
context-length HTTP probes) that previously failed fast unscoped and
must not run on the event loop.
Fixes#59003
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* chore(release): map irresi author email for PR #59048 salvage
---------
Co-authored-by: irresi <blueirobin02@gmail.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
11b4a21a5 cleared the per-session _last_resolved_model cache on /new and
the compression-exhausted auto-reset, so a resumed/reset conversation
resolves the model from current config instead of a stale cached value
(#58403). Three other sites documented as the same "full conversation
boundary" treatment — pop _session_model_overrides, clear the reasoning
override, pop _pending_model_notes — still missed _last_resolved_model:
- _session_expiry_watcher's permanent finalization block (gateway/run.py):
a session that goes idle and is finalized, then resumed, could serve a
model cached before it went idle on a transient config-cache miss.
- The daily/idle/suspended auto-reset cleanup (_was_auto_reset handling,
gateway/run.py): same failure mode, different trigger.
- /resume (gateway/slash_commands.py), whose own comment already says
"conversation boundary just like /new" for the sibling dicts it clears.
Fix: pop the session's _last_resolved_model entry in all three, mirroring
the exact pattern 11b4a21a5 established.
The unreadable-config-overwrite bug (an existing config.yaml that reads as
{} on a permission/IO error gets replaced with only defaults or the edited
section) is not limited to save_config / config set / auth. The same
read-then-atomic_yaml_write pattern lives at ~7 other independent write
sites that don't route through those functions:
- gateway/slash_commands.py: _save_config_key, memory/skills write_approval
toggles, tool_progress toggle, runtime_footer toggle, personality set
- hermes_cli/doctor.py --fix (stale root-key migration)
- gateway/platforms/yuanbao.py auto-sethome
- plugins/platforms/telegram/adapter.py topic thread_id persistence
- tui_gateway/server.py _save_cfg
- agent/onboarding.py mark_seen
Rather than sprinkle require_readable_config_before_write() at each site,
add a single fail-closed chokepoint, atomic_config_write(), that runs the
guard then delegates to atomic_yaml_write, and route every config.yaml
write through it. Root cause remains that read_raw_config() can't tell an
absent file from an unreadable one (returns {} for both) — read-only
callers correctly stay fail-open, but any full-file replacement now fails
closed in one enforced place instead of relying on each caller to remember
the guard.
save_config / set_config_value / auth keep the contributor's original
guard calls (their commit); this commit widens the fix to the sibling
call paths and adds a regression test on the chokepoint (fails closed on
unreadable existing file + still creates a genuinely absent file).
* feat(approvals): /deny <reason> relays denial reason to the agent
Port from qwibitai/nanoclaw#2832 (reject with reason).
Gateway /deny now accepts an optional trailing reason (/deny <reason>
or /deny all <reason>). The reason rides on the per-session approval
entry through resolve_gateway_approval -> _await_gateway_decision and is
appended to the BLOCKED tool result the agent receives, so a declined
agent can adapt instead of only hearing 'denied'.
Adapted to hermes-agent's synchronous single-command /deny model: no DB
state, no second-message capture step, no migration. Reason is capped at
280 chars and threaded through both the terminal-command guard and the
execute_code guard. Plain /deny and the approve paths are unchanged.
- tools/approval.py: _ApprovalEntry.reason; resolve_gateway_approval gains
optional reason; _await_gateway_decision returns it; both gateway BLOCKED
messages include it
- gateway/slash_commands.py: parse leading 'all' + trailing reason
- locales/en.yaml: deny.denied_reason_{singular,plural}
- hermes_cli/commands.py: /deny args_hint '[all] [reason]'
- tests: 3 new (with-reason, all+reason, plain-deny regression)
* fix(ci): localize deny-reason keys across all locales + update interrupt-path assertions
CI surfaced two enforced invariants broken by the deny-with-reason change:
- test_i18n catalog-parity requires every locale to carry the same keys as
en.yaml with matching placeholders. Added deny.denied_reason_singular/plural
(with {count}/{reason}) to all 15 non-English locales.
- test_approval_interrupt asserts the exact dict from _await_gateway_decision,
which now carries a 'reason' key (None on the interrupt/timeout paths).
Both gateway compression entry points (session-hygiene auto-compress in
run.py; manual /compress in slash_commands.py) filtered the transcript
to user/assistant-only, content-bearing messages before calling
_compress_context. That starved the compressor:
- tool results are usually the bulk of the context, and
_prune_old_tool_results never saw them
- short filtered histories tripped the protect-first/last early-return,
so compression became a no-op even on huge sessions
- assistant tool_calls stubs (content=None) were dropped, so even the
summary lost the tool activity
Pass user/assistant/tool messages through intact, matching what the
agent loop itself feeds _compress_context.
Port of PR #3854 onto current main (the manual-compress handler moved
from run.py to slash_commands.py since the PR branched); regression test
asserts tool messages reach the compressor.
Authored-by: David Zhang <david.d.zhang@gmail.com> (@Git-on-my-level)
Co-authored-by: David Zhang <david.d.zhang@gmail.com>
After a config change (e.g. switching model provider), the /new command
must clear the per-session _last_resolved_model cache so the next turn
resolves the model from the updated config instead of falling back to
the stale cached value.
Without this fix, if a transient config-cache miss occurs on the first
post-/new turn, the #35314 recovery path serves the old model from the
cache — the user sees the old model being used even though they changed
config.yaml and explicitly ran /new.
Fix applies to both call sites that reset session model state:
- GatewaySlashCommandsMixin._handle_reset_command (slash_commands.py)
- GatewayRunner compression-exhausted auto-reset (run.py)
Fixes#58403
Gateway users can now search resumable sessions from messaging surfaces:
/sessions search <query> (alias: find) matches titles and session ids —
including every title/id in a row's forward compression chain, so a
compressed-away title still surfaces its live tip — plus a
punctuation-normalized variant so 'an94' matches 'AN-94'.
Implemented by generalizing the existing id_query chain-filter in
SessionDB.list_sessions_rich into a combined SQL-level filter (search
stays ORDER BY last-active + LIMIT at SQL level), threading a
search_query through the shared query_session_listing helper, and
teaching parse_session_listing_args to split off a search query.
Search results pass through the existing _resume_row_visible guard
unchanged: origin scoping, admin-only 'all', and the fail-closed
legacy-row posture from the July 1 hardening are preserved exactly.
Over-fetch (50) before the visibility cut so origin-invisible matches
can't starve the page.
Salvages the feature direction of PR #57595 by @GodsBoy with a minimal
implementation that keeps the resume authorization surface untouched.
Per-session /model overrides (_session_model_overrides) were in-memory only,
so a gateway restart silently reverted every session to the global default
model. Persist the non-secret parts (model/provider/base_url ONLY — never
api_key) into the session entry in sessions.json and lazily rehydrate them
on first use after a restart, re-resolving credentials through the normal
runtime provider resolution.
- gateway/session.py: SessionEntry.model_override field with
sanitize_model_override() (allowlist: model/provider/base_url) applied on
both serialization and deserialization; SessionStore.set_model_override /
get_model_override accessors. reset_session() already creates a fresh entry,
so /new keeps its clear-on-reset semantics — a restart cannot resurrect an
override the user reset away.
- gateway/slash_commands.py: write-through at both /model set sites (text
command + picker) after storing the in-memory override.
- gateway/run.py: _rehydrate_session_model_override() called from
_resolve_session_agent_runtime(); in-memory state always wins, credentials
are re-resolved per provider (credential-less fallback on failure). Session
expiry finalization also drops the persisted override.
- tests/gateway/test_session_model_override_persistence.py: restart
round-trip, /new clearing, api_key-never-serialized (including tampered
sessions.json), rehydration + live-state precedence + credential-failure
degradation.
Salvaged from #3659 by @Git-on-my-level, narrowed to the restart-persistence
gap confirmed in triage.
Salvaged from PR #3243 by @Mibayy, reimplemented against current main
(the original diff targeted a removed gateway/run.py handler).
- /compact is now a first-class alias of /compress (CLI, gateway,
Telegram/Slack/Discord command lists, autocomplete) — also fixes the
dangling '/compact' references in gateway error messages
(gateway/run.py context-exhausted banners).
- --preview / --dry-run: report what WOULD be compressed (message
counts, token estimate, 'here [N]' boundary) without touching the
transcript. Flags coexist with the existing 'here [N]' / focus-topic
args on both the CLI and gateway surfaces via shared pure helpers in
hermes_cli/partial_compress.py.
- --aggressive (LLM-free hard truncation) is intentionally NOT
implemented: it would need its own transcript-persistence branch
outside the guarded _compress_context rotation machinery (#44794
data-loss class). The flag is recognized and returns an explanatory
message pointing at '/compress here [N]' and /undo instead of being
mis-parsed as a focus topic.
- locales: gateway.compress.aggressive_unsupported added to all 16
catalogs (parity test enforced).
- release.py: AUTHOR_MAP entry for contributor credit.
Salvage of #3459 by @keslerm, reimplemented against the restructured
progress-callback block in gateway/run.py (resolve_display_setting,
needs_progress_queue, thinking-relay). Duplicate PR #3458 by @dlkakbs was
submitted 4 minutes earlier with the same feature — both credited.
Co-authored-by: Dilee <uzmpsk.dilekakbas@gmail.com>
tool_progress: log keeps the chat silent and appends timestamped tool-call
lines to ~/.hermes/logs/tool_calls.log via a dedicated queue drained by an
async writer (RotatingFileHandler 5MB x 3, RedactingFormatter so secrets
never land on disk). Gateway-only by design; thinking_progress relaying and
the webhook gate are unaffected. /verbose now cycles
off -> new -> all -> verbose -> log.
