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10 commits

Author SHA1 Message Date
Ben Barclay
3a55f66602
refactor(relay): adopt scope_id wire key (guild_id → scope_id dual-read/write) (#55289)
Gateway half of relay-platform-parity Phase 2.5 (D-Q2.5). The relay wire's
platform-neutral scope discriminator is renamed guild_id → scope_id; this is the
hermes-agent side of the cross-repo wire-compatible migration.

- SessionSource: scope_id is canonical; guild_id kept as @deprecated alias.
  __post_init__ mirrors the two so all existing SessionSource(guild_id=...)
  constructors across native adapters keep working unchanged. to_dict dual-WRITES
  scope_id+guild_id; from_dict dual-READS scope_id ?? guild_id.
- relay/adapter.py: capture + outbound metadata dual-read/write scope_id.
- relay/ws_transport.py: _frame_to_event dual-reads scope_id ?? guild_id.
- docs/relay-connector-contract.md: document scope_id (canonical) + guild_id
  (deprecated alias) in the §3 SessionSource field table (conformance test).

250 relay+session+contract tests green. Solo lane (relay).
2026-06-30 11:16:53 +10:00
Ben Barclay
6e4e5967f7
feat(relay): multi-platform-per-agent — list identity, provision-loop, N-hello, per-frame egress (Phase 1.5) (#52830)
Cut over the agent half of Shape A (D-Q1.5a/b.1/c) to front a SET of platforms on
one relay WS:

- relay_platform_identities() parses GATEWAY_RELAY_PLATFORMS (list) +
  GATEWAY_RELAY_BOT_IDS (JSON keyed map {platform:{botId,username?}}). Cut over
  from the scalar GATEWAY_RELAY_PLATFORM/_BOT_ID (no fallback, D-Q1.5c).
- self_provision_relay() loops one /relay/provision per platform under one
  gatewayId+secret, partial-failure-tolerant.
- WebSocketRelayTransport takes the identity SET, sends one hello per identity
  (connector accumulates the advertised set), and stamps the per-frame
  OutboundFrame.platform + its matching advertised botId on outbound.
- RelayAdapter remembers each chat's underlying source.platform (mirroring the
  existing guild/dm scope capture) and tags the reply's egress platform.
- send_relay_policy() declares one relevance policy per fronted platform (the
  connector keys policy by (tenant,platform,instanceId)).

Single-platform deploys are byte-identical on the wire (1-element list, no per-frame
tag -> connector session-default fallback). typecheck/ruff clean; relay unit 221 pass
(+10 new); all 15 cross-repo E2E drivers green vs connector origin/main.
2026-06-26 17:32:46 +10:00
Ben Barclay
72ae163250
fix(relay): authorize relay-delivered events by delivery, not source.platform (#52306)
* fix(relay): authorize relay-delivered events by delivery, not source.platform

The #52190 upstream-authz fix keyed _is_user_authorized off
source.platform via _adapter_authorization_is_upstream(source.platform).
But a relay *message* inbound carries the UNDERLYING platform
(source.platform == discord/telegram/...), NOT Platform.RELAY, because
ws_transport._event_from_wire maps the connector's wire payload
(platform="discord") straight onto SessionSource for session-keying and
egress. The relay adapter is registered only under Platform.RELAY, so
adapters.get(Platform.DISCORD) misses, the trusted-upstream branch is
skipped, and the user hits the env-allowlist default-deny:

    WARNING gateway.run: Unauthorized user: <id> (<name>) on discord

(Live staging bug: alpha tester linked successfully, then every
follow-up DM was silently dropped.)

Fix: the authentic trust signal is that the event was delivered over the
per-instance-authenticated relay WS, not which platform it underlies. Add
a wire-INVISIBLE SessionSource.delivered_via_upstream_relay flag, stamped
by the relay transport in _event_from_wire, and authorize on it. The flag
is excluded from to_dict/from_dict so a peer can neither forge it across
the wire nor have it restored from persistence. The existing adapter-flag
check is retained for events whose source.platform IS Platform.RELAY
(interaction-passthrough). A direct Discord event on a multiplexing
gateway (direct + relay adapters) is unmarked and still default-denies.

* fix(relay): use identity check on delivery marker to avoid MagicMock fail-open

A MagicMock() source (used by test_signal.py and other gateway tests) auto-
vivifies source.delivered_via_upstream_relay as a truthy Mock, which a bare
truthiness check would treat as authorized — flipping
test_signal_in_allowlist_maps from False to True. The marker is a real bool on
SessionSource, so check 'is True' explicitly: refuses to authorize any non-bool
stand-in, defensive against accidental fail-open.
2026-06-25 14:21:09 +10:00
Ben
96af4bec30 feat(relay): add go_dormant() transport mode for scale-to-zero (0.E0)
Net-new WebSocketRelayTransport.go_dormant() + RelayAdapter.go_dormant() —
the third transport mode the scale-to-zero behaviour layer needs, distinct
from both disconnect() and an unexpected close (decisions.md D12/F14):

- disconnect() sets _closing=True and CANCELS the reconnect supervisor
  (terminal "shutting down for good") -> a suspended machine never re-dials
  on wake, stranding its buffered backlog.
- an unexpected close re-dials IMMEDIATELY -> the socket never stays down,
  so the platform proxy never suspends the machine.

go_dormant(): going_idle->ack (reuse go_idle), then close the socket WITHOUT
setting _closing, so the reader's fall-through still arms the reconnect
supervisor (wake path stays live) but on the longer _dormant_redial_s
cadence so it doesn't fight the platform suspend window. A successful re-dial
clears _dormant. Honors the §3.4 wake->reconnect->drain contract.

Tests: 6 new in test_relay_going_idle.py incl. the F14 regression guard
(routing dormancy through disconnect() fails exactly the 4 wake-path tests).
Full relay suite 140 passed.
2026-06-24 18:47:18 -07:00
Ben
c93b9f9057 feat(relay): terminal 4401 (opt-out) → clean "Relay disabled" state
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Phase 7 Unit 7d-B. When an operator opts an instance OUT of the Team Gateway
relay (Unit 7b deprovision), the connector revokes the per-gateway secret and
closes the gateway's WS with 4401. The reconnect supervisor previously treated
EVERY close as retryable, so the live process spun "retrying 4401" forever and
the dashboard showed a red error — opt-out looked like a failure.

Now a 4401 close that arrives AFTER a successful handshake is recognized as a
terminal credential revocation:

- ws_transport.py: track `_handshake_succeeded` (set when a descriptor is
  received); on a 4401 close after a prior success, latch `auth_revoked` and do
  NOT spawn the reconnect supervisor. A 4401 BEFORE any successful handshake
  stays retryable (cold-start / not-yet-provisioned race, not a revocation).
  New `auth_revoked` property + a websockets-version-safe close-code reader
  (prefers `.rcvd`/`.sent` Close frames; `.code` is deprecated in websockets 13+).
- adapter.py: a revocation monitor turns `transport.auth_revoked` into a clean,
  NON-retryable `relay_disabled` fatal and notifies the gateway's fatal-error
  handler (so the adapter is removed and NOT queued for reconnection — the
  credential is dead until the instance is recreated). Monitor is cancelled on
  disconnect; only started when the transport exposes `auth_revoked` (prod WS).
- run.py: `_handle_adapter_fatal_error` maps the `relay_disabled` code to a
  `disabled` platform_state (not `fatal`/`retrying`).
- web: PlatformsCard renders the `disabled` state with a neutral outline badge,
  a PowerOff icon, and muted (not destructive-red) text + message. New optional
  `status.disabled` i18n string ("Disabled").

Also bundles the Phase 7 contract-doc update (this doc is authoritative in
hermes-agent): docs/relay-connector-contract.md gains an "Author-first
resolution + the account-link (DM) path" section documenting the
multi-tenant-guild rule (D-7.2 — route by authenticated author binding, never by
guild; unlinked → fail-closed), the `/link <code>` DM flow, and the
connector-authoritative opt-out + terminal-4401 behavior this PR implements.

Tests: +2 ws_transport (4401-after-handshake terminal / no-reconnect;
4401-before-handshake stays retryable) and +2 adapter (revocation → non-retryable
relay_disabled fatal + handler fired; no-revocation → no fatal). 138 relay tests
pass (incl. the contract-doc conformance test); ruff clean; web tsc clean.

Phase 7 Unit 7d-B (relay-adapter solo lane). Q17 → Option 2; Option 3 (live
de-register, no recreate) + the restart-re-provision hole deferred post-alpha.
2026-06-24 18:43:01 +10:00
Ben Barclay
40fddc9e4c
feat(relay): Phase 5 §5.3 going-idle / buffered-flip primitive (gateway side) (#51572)
The gateway half of the going-idle/buffered-flip primitive (scale-to-zero
PRIMITIVE, not the behaviour). Integrates with the EXISTING drain transition:

- ws_transport: `go_idle()` sends `going_idle` + awaits the connector's
  `going_idle_ack` (connector-authoritative flip-then-ack, Q-5.3c — stays
  serving until the ack so nothing is lost in the flip window); acks a buffered
  inbound (bufferId present) via `inbound_ack` after the handler runs
  (drain-without-dup on the delivery leg); NET-NEW reconnect loop re-dials +
  re-handshakes after an unexpected close (off by default, on in production).
- adapter: emits `going_idle` from its existing `disconnect()` drain seam before
  tearing down the socket; best-effort + guarded (never blocks shutdown).
- transport Protocol + contract doc §3.2 document the 3 new frames.

+6 relay tests (124 pass). NOT in scope: the autonomous idle timer / machine
suspend / NAS health model (deferred behaviour). Ben's relay-adapter solo lane.
2026-06-24 09:50:30 +10:00
Ben Barclay
64a507da44
feat(relay): handle passthrough_forward over the WS (Phase 5 §5.1, gateway half) (#50702)
The connector half (gateway-gateway) moves the passthrough plane's post-ACK
forward off the HTTP gatewayEndpoint onto the gateway's outbound /relay WS via
a new passthrough_forward frame. This is the gateway side: the relay adapter
now RECEIVES and handles that frame, so a hosted gateway (no public IP) can
process forwarded Class-2/3 traffic (Discord interactions, Twilio) over the
socket it already holds — closing the "passthrough inbound doesn't work for
hosted gateways" gap.

- ws_transport.py: decode the passthrough_forward frame; PassthroughForward
  dataclass + _passthrough_from_wire (base64 body -> exact bytes, byte parity
  with the connector's toPassthroughForward); set_passthrough_handler mirrors
  set_interrupt_inbound_handler.
- transport.py: PassthroughHandler type + set_passthrough_handler on the
  RelayTransport protocol.
- adapter.py: connect() wires the passthrough handler; _on_passthrough decodes
  the (already-sanitized, token-free) forward and, for a Discord interaction,
  converts it to a MessageEvent routed through the normal agent path
  (handle_message) — the reply egresses over the outbound / token-less
  follow_up path, so the gateway never holds the interaction credential. Never
  raises (a bad forward can't kill the read loop). Non-discord forwards (Twilio)
  are logged + dropped for now.
- docs/relay-connector-contract.md: document the passthrough_forward frame +
  PassthroughForward shape + §3.1.

The interaction -> MessageEvent CONVERSION semantics (slash-command vs button
UX, option rendering) are the open sub-design flagged in the spec; the TRANSPORT
+ receive mechanism (this) is settled per Ben's Gate-2 decision: "the relay
adapter handles receiving these events over the WS."

Tests (tests/gateway/relay/test_relay_passthrough.py): byte-preservation
round-trip (+ malformed-body tolerance), connect() wiring, application-command
and message-component interactions route through handle_message with correct
session source + scope capture, malformed/non-discord forwards dropped cleanly.
100 relay tests green. Pairs with the connector PR (gateway-gateway).
2026-06-22 20:10:57 +10:00
Ben Barclay
a64fc490fe
fix(relay): make hosted gateways actually connect AND complete the inbound/outbound round-trip (#48828)
* fix(relay): enable RELAY platform + normalize dial URL so hosted gateways actually connect

Three bugs blocked a self-provisioned hosted gateway from ever establishing its
inbound relay WS (found while standing up the live staging end-to-end). Each
masked the next; all three are needed for inbound to work.

1. RELAY platform never enabled in config.platforms (gateway/config.py).
   register_relay_adapter() puts the adapter in the platform_registry, but
   start_gateway()'s connect loop iterates self.config.platforms — which never
   contained Platform.RELAY. So the adapter was "registered" but never connected
   (logs showed "relay adapter registered" then "No messaging platforms
   enabled"). Fix: _apply_env_overrides now enables Platform.RELAY (mirroring
   relay_url into extra for the connected-checker) when GATEWAY_RELAY_URL (env)
   or gateway.relay_url (yaml) is set. Absent -> no RELAY entry (direct/
   single-tenant gateways unaffected).

2. URL scheme not converted for the WS dial (gateway/relay/ws_transport.py).
   The relay URL is configured once as the http(s):// base (used as-is for the
   provision POST), but websockets.connect rejects http(s):// with "scheme isn't
   ws or wss". Fix: _ws_dial_url converts https->wss / http->ws.

3. /relay path not appended (same helper). The connector mounts its
   WebSocketServer at path "/relay" and returns HTTP 400 on an upgrade to any
   other path. GATEWAY_RELAY_URL is the base (no /relay), so the dial hit "/"
   -> 400. Fix: _ws_dial_url ensures the path ends in /relay. Idempotent — a URL
   already carrying ws(s):// and/or /relay is unchanged, so provision's
   _provision_url (which derives /relay/provision from either form) still works.

Why the cross-repo E2E missed #2/#3: the stub connector binds ws://host:port and
its websockets.serve accepts ANY path, so neither the scheme nor the /relay path
was exercised. Real connector needs both.

Verified live on staging hermes-agent-stg-automated-perception-5054: after the
fixes the gateway logs "Connecting to relay..." -> "✓ relay connected" ->
"Gateway running with 1 platform(s)" against
wss://gateway-gateway.staging-nousresearch.com/relay, stable.

Tests: added _ws_dial_url scheme+path+idempotency cases (test_ws_transport.py)
and RELAY-platform-enablement cases for env + yaml + absent (test_config.py).
Full gateway/relay + config suites green (191 passed).

Relay-adapter lane. EXPERIMENTAL.

* fix(relay): re-attach guild_id to outbound so connector egress resolves the tenant

The final bug in the hosted-relay round-trip. Inbound worked end to end (Discord
-> connector -> bus -> agent WS -> agent runs -> reply), but the reply's egress
was declined by the connector: "discord egress declined: target not routed to an
onboarded tenant".

Cause: the connector's routedEgressGuard resolves the owning tenant from the
OUTBOUND action's metadata.guild_id (Discord's routing discriminator). The
gateway's generic delivery path builds outbound metadata via
run.py _thread_metadata_for_source, which only carries thread_id (and returns
None entirely for a non-threaded message) — so guild_id never reached the
connector, tenant resolution failed, and the shared bot refused to post.

Fix (relay-adapter-local, no perturbation of the generic delivery path or other
platforms): RelayAdapter learns chat_id -> guild_id from each inbound event
(_capture_scope) and re-attaches it to the outbound action's metadata in send()
(_with_scope) when not already present. No-op for chats we never saw inbound
(e.g. DMs) and never overwrites an explicit guild_id.

Verified live on staging hermes-agent-stg-automated-perception-5054: an
@mention in #general now produces a visible bot reply — full multi-tenant relay
round-trip (real Discord -> shared connector bot -> tenant routing -> agent WS ->
reply egress -> Discord).

Tests: _capture_scope/_with_scope reattach, no-scope no-op, explicit-guild_id
preserved (test_relay_adapter.py). Full relay + config suites green (160 passed).

Relay-adapter lane. EXPERIMENTAL.
2026-06-19 16:30:24 +10:00
Ben Barclay
c276b017ad
feat(relay): connector⇄gateway channel auth + signed-HTTP inbound receiver + enroll CLI (#48147)
* feat(relay): authenticate the connector⇄gateway WS channel

The relay gateway may be customer-managed and internet-exposed, so the
connector⇄gateway channel is itself authenticated (distinct from the
platform crypto the relay path sheds). Add gateway/relay/auth.py — a
Python port of the connector's HMAC token + delivery-signature schemes
(relayAuthToken.ts / deliverySigning.ts), verified byte-for-byte against
the connector's compiled TypeScript via cross-language test vectors.

Present an Authorization bearer on the /relay WS upgrade keyed by the
per-gateway secret (resolved from GATEWAY_RELAY_ID / GATEWAY_RELAY_SECRET
in env or config). The connector rejects an unauthenticated/invalid/
revoked upgrade with close 4401.

* feat(relay): signed-HTTP inbound delivery receiver

The connector delivers normalized inbound events to a tenant's gateway
over a signed HTTP POST, not the outbound /relay WS: the connector
instance owning a platform socket is generally not the instance a given
gateway dialed out to, so inbound targets a tenant endpoint that may
load-balance across gateway instances.

Add gateway/relay/inbound_receiver.py — verifies x-relay-signature /
x-relay-timestamp over the EXACT raw request bytes (re-serializing would
break the HMAC: JS JSON.stringify is compact, Python json.dumps spaces)
against the per-tenant delivery key verify list within a 300s replay
window, then dispatches messages to handle_message and interrupts to the
interrupt handler. Wire it into the adapter lifecycle (start in connect()
when a delivery key + bind port are configured, tear down in disconnect();
a purely-outbound dev gateway runs without it).

Refine test_relay_sheds_crypto to distinguish PLATFORM crypto (Discord
ed25519, Twilio/WeCom HMAC — still shed) from the connector⇄gateway
CHANNEL auth (intended): auth.py / inbound_receiver.py are exempt from
the platform-symbol scan but still banned from importing platform-crypto
modules, plus a positive guard that auth.py uses only stdlib hmac/hashlib.

* feat(relay): hermes gateway enroll CLI

Add the gateway half of zero-touch enrollment. `hermes gateway enroll`
resolves a fresh Nous Portal access token (the tenant-proving identity),
POSTs {enrollmentToken, gatewayId} to the connector's /relay/enroll, and
persists GATEWAY_RELAY_ID / GATEWAY_RELAY_SECRET / GATEWAY_RELAY_DELIVERY_KEY
to ~/.hermes/.env. The per-gateway secret authenticates the WS upgrade;
the per-tenant delivery key verifies signed inbound deliveries.

Refuses under is_managed() (hosted installs get the secret stamped in by
the orchestrator). Added as an 'enroll' subcommand on the existing
gateway subparser — not a new top-level command.

* docs(relay): inbound is signed HTTP, not WS; document channel auth

Fix the stale contract: §3/§5 said inbound rode the WS socket (single-
instance only, predates the multi-instance socket-ownership + channel-auth
model). Inbound + connector→gateway interrupt are signed HTTP POSTs to the
tenant endpoint. Add §6.1 documenting the two channel-auth schemes (per-
gateway WS-upgrade secret, per-tenant inbound delivery key) and how they
differ from the platform crypto the relay path sheds.

* test(relay): update build_gateway_parser callers for cmd_gateway_enroll

The enroll subcommand added cmd_gateway_enroll as a required keyword-only
arg to build_gateway_parser, but two existing parser-extraction tests still
called it with only cmd_gateway/cmd_proxy — failing CI with TypeError.
Thread the new handler through both call sites and add a test asserting
`gateway enroll` dispatches to cmd_gateway_enroll with its flags parsed.
2026-06-18 12:01:54 +10:00
Ben
6b03874d07 feat(gateway): production WebSocketRelayTransport + descriptor negotiation
Adds the concrete transport behind the RelayTransport Protocol — the missing
'later-phase work' the relay scaffold deferred. The gateway dials OUT to the
connector over a WebSocket and speaks the newline-delimited JSON frame protocol
(docs/relay-connector-contract.md; connector src/relay/protocol.ts):

- connect(): opens the ws, sends hello{platform,botId}, starts a background
  read loop, and resolves handshake() when the connector's descriptor frame
  arrives.
- inbound frames -> the registered InboundHandler (rebuilt into a MessageEvent
  via _event_from_wire, mapping the snake_case SessionSource wire form back
  onto the gateway dataclasses).
- send_outbound / send_follow_up / get_chat_info: request/response correlated
  by a uuid requestId against a per-request future, with a timeout so a caller
  never hangs; send_interrupt is fire-and-forget.
- disconnect(): cancels the reader, closes the ws, and fails any in-flight
  outbound waiters with a structured error.

RelayAdapter.connect() now negotiates the real CapabilityDescriptor from the
transport and adopts it (_apply_descriptor updates MAX_MESSAGE_LENGTH +
markdown surface), replacing the construction-time placeholder. Lazy
'import websockets' mirrors gateway/platforms/feishu.py; WEBSOCKETS_AVAILABLE
gates construction.
2026-06-17 16:37:45 -07:00