* 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.
`_prepare_inbound_message_text` (async) called `_decide_image_input_mode`
inline for every inbound image. That decision is synchronous and does
blocking network I/O on the way to a capability answer:
- `agent.models_dev.fetch_models_dev` — an HTTP GET to models.dev (15s
timeout) whenever the 1-hour in-memory cache is cold or models.dev is slow.
- `agent.model_metadata.query_ollama_supports_vision` — HTTP probes
(`detect_local_server_type` + `/api/show`) against a local Ollama server
when the active provider fronts one.
Running that inline blocks the gateway event loop for up to the request
timeout — so a single user attaching an image freezes EVERY session on that
gateway (no other messages processed, no heartbeats) until the fetch/probe
returns or times out. This is the same off-the-loop class as the cron-fire
verifier and the async_is_safe_url work.
Wrap the call in `asyncio.to_thread` so the blocking capability lookup runs
on a worker thread and the loop stays responsive. The decision result and
routing are unchanged.
Test: a gateway image-routing runtime test asserts the capability lookup runs
off the main (event-loop) thread; it runs on the main thread before the fix.
The previous commit fixes the canonical agent/skill_utils.parse_frontmatter.
Six more modules reimplement the '---' fence check locally and had the
same bug:
- tools/skill_manager_tool.py _validate_frontmatter — rejected BOM'd
skill_manage create/edit content outright
- tools/skills_hub.py GitHubSource._parse_frontmatter_quick and
OptionalSkillSource._parse_frontmatter — hub browse/install metadata
- hermes_cli/skills_hub.py — local skill install validation
- gateway/run.py — skill slug discovery for disabled-skill hints
- agent/prompt_builder.py _strip_yaml_frontmatter — BOM'd context files
(AGENTS.md) leaked raw frontmatter into the system prompt
- tools/blueprints.py _split_frontmatter — str.lstrip() does not strip
U+FEFF (not whitespace), so the existing lstrip never covered it
Sibling-surface regression tests added.
Bug class also fixed upstream in cline/cline#12218 (found by the weekly
Cline PR scout).
Unifies the two gateway subsystems that were fighting each other: the
'never lose a session' recovery machinery (#54878 stale-route self-heal,
find_latest_gateway_session_for_peer reopening agent_close/ws_orphan_reap
rows) and the session reset/expiry machinery (expiry watcher, /new,
/resume, resume_pending freshness gate).
The unified contract:
- INTENTIONAL boundaries (expiry finalization, auto-reset, /new,
/resume switch) are recorded durably via promote_to_session_reset(),
which upgrades accidental recoverable end_reasons (agent_close,
ws_orphan_reap) to the explicit boundary while preserving other
explicit reasons (compression, etc.). Recovery then correctly refuses
to resurrect them.
- ACCIDENTAL ends (crash, cleanup bug, mistaken reaper) stay
recoverable — genuine crash recovery is untouched.
On top of the cherry-picked contributor commits:
- promote_to_session_reset widened to ws_orphan_reap + parameterized
reason so auto-reset paths stay auditable (idle/daily/suspended/
resume_pending_expired) (#61220, #61993, #63539)
- get_or_create_session auto-reset, reset_session (/new), and
switch_session (/resume) all write through the promote path — the
first-reason-wins end_session no-op could previously leave a reset
session resurrectable behind a stale agent_close row (#61993)
- resume_pending freshness gate now honors session_reset.mode=none:
explicit opt-out of automatic resets also opts out of the zombie
gate (#61052)
- resume recovery note extracted to build_resume_recovery_note() and
made adapter-aware via a new interactive_resume capability flag:
webhook/api_server auto-resume turns now CONTINUE the interrupted
task instead of emitting an unanswerable 'session restored'
acknowledgement that abandoned the work (#57056)
- tests updated to call the real note builder instead of mirroring it
E2E-validated against a real SessionDB + SessionStore in a temp
HERMES_HOME: expiry->agent_close->no-resurrection, /new promote,
crash recovery preserved, mode=none opt-out, routing-table flag sync.
When a gateway session with resume_pending=True is not recovered within the
auto-continue freshness window (e.g. because repeated API calls timed out on a
large context), get_or_create_session correctly creates a new session. However
two gaps existed:
1. The user received no notification — resume_pending_expired fell through the
generic "inactive for Xh" else-branch in run.py, which produces wrong wording
and (for session_reset.mode: none users) is gated on policy.notify that
evaluates to False.
2. The old session was ended in state.db with the hardcoded generic reason
"session_reset", making it impossible to distinguish from a normal idle/daily
reset in post-mortem analysis.
Fix:
- gateway/run.py: add an explicit resume_pending_expired case for the agent
context note ("gateway restart recovery timed out") and the user-facing
notification. Always notify for this reason — like suspended — because the
user had an active session that was silently replaced.
- gateway/session.py: pass auto_reset_reason as the DB end_reason instead of
the hardcoded "session_reset", so all auto-reset paths are auditable.
- tests: extend TestResumePendingExpiredAutoReset in test_session_reset_notify.py
with five new cases that cover the reason, activity flag, DB end_reason,
non-regression of the idle path, and freshness-disabled bypass.
Closes#58933
Co-authored-by: Cursor <cursoragent@cursor.com>
Add a runtime_validator callback to generate_title() / auto_title_session()
/ maybe_auto_title(). Callers snapshot the session's model+provider when
spawning the background titler; the validator runs right before the LLM
request and skips it silently when the live runtime no longer matches —
so a stale title request can't reload a model that strict_single_load
already evicted after a user model switch. Fail-open: a raising validator
never disables titling.
Wired at all four call sites (cli, gateway, tui_gateway, acp_adapter).
Surgical reapply of PR #19137 (base was 8k+ commits stale; the original
patch predates the pinned-language prompts, the atomic-write helper, and
the moved TUI/ACP call sites). Original work by @Thatgfsj. Closes#19027.
When no agent is active, '/queue <prompt>' previously fell through
dispatch with its raw text intact instead of being treated as a
normal prompt. Rewrite event.text to the bare payload (mirroring the
/steer no-active-agent path just below) and return a usage hint when
the payload is empty.
Salvaged from PR #29290 (queue half only — the /footer mid-run
dispatch half already landed on main via #65521).
When multiplex_profiles is true, background tasks spawned by /background
command failed with UnscopedSecretError because _resolve_session_agent_runtime()
was called without a profile secret scope. This fix wraps the task in
_profile_runtime_scope, mirroring the pattern used by _run_agent.
Fixes#60726
A fallback chain entry can name its API key via key_env (or the
api_key_env alias) per the fallback-providers docs, but only the gateway
path resolved it — TUI/desktop, cron, and CLI setup fallbacks ignored it,
so a fallback provider whose key lives in a non-standard env var never
resolved on those surfaces.
Centralize the inline-api_key-then-key_env lookup in
hermes_cli/fallback_config.resolve_entry_api_key() and use it at all four
fallback resolution sites (tui_gateway, cron scheduler, gateway runner,
CLI setup mixin); the CLI mixin also gains the base_url passthrough the
other surfaces already had.
Salvaged from PR #43861 (surgical reapply — the original branch predates
the #65264 fallback restructuring).
Subset of PR #61985: _make_adapter_auth_check gains a profile_name
parameter and secondary-profile adapters (started in
_start_one_profile_adapters) bind it, so the auth callback's
SessionSource resolves the routed profile's adapter and pairing store
instead of silently falling back to the default profile. This is the
gap left open by the #65629 merge — adapter-internal auth checks (e.g.
Slack thread-context fetch) fire outside the wrapped message handler.
The PR's authz_mixin.py hunks are dropped: main's _auth_env (merged via
PR #65629) already covers the scoped allowlist reads they targeted.
Feishu was unconditionally listed in _PORT_BINDING_PLATFORM_VALUES,
causing the multiplexer to reject ALL Feishu secondary profiles. But
Feishu in websocket mode (the default) uses an outbound WebSocket
connection and does NOT bind an HTTP port — only webhook/callback mode
needs a listener.
Add _platform_binds_port() helper that checks connection-dependent
platforms (currently only Feishu) against their actual config before
raising MultiplexConfigError. Feishu websocket profiles are now allowed;
Feishu webhook profiles still raise as before.
Fixes#52563
The Channels API (PUT /api/messaging/platforms/{id}) accepted and persisted
enabling a port-binding platform on a secondary profile while
gateway.multiplex_profiles is on — a config the gateway only rejects on its
next start, aborting startup with MultiplexConfigError for every multiplexed
profile.
Validate before any .env/config.yaml write and return 409 for the enable
attempt. Disabling and clearing env stay allowed so an already-invalid
profile can be repaired. The port-binding platform set moves to
gateway/config.py (PORT_BINDING_PLATFORM_VALUES) as the single source of
truth shared by gateway startup validation and the dashboard, so the two
policies cannot drift. Platform config mutations now get a names-only audit
log line.
Fixes#62791
Follow-ups on top of the cherry-picked cluster commits:
- slack: scope-authoritative app-token read — get_secret() with a
narrow UnscopedSecretError fallback to os.getenv. Keeps @kohoj's
correct semantics (scoped profile can never silently inherit the
default profile's Socket Mode app) while fixing the regression where
the default-profile startup loop and background reconnect rebuild,
which call connect() unscoped under multiplex, would raise and
fail-loop. Supersedes the 'or os.getenv' variant from #64461 which
reintroduced the cross-profile fallback leak.
- test: unscoped-multiplex fallback regression test for connect().
- run.py: convert the last legacy self.adapters.get(source.platform)
site (_rename_discord_auto_thread) to _adapter_for_source(source)
so profile-routed Discord sources rename threads on the right
adapter (from #57417's sweep).
- AUTHOR_MAP entry for @aguung.
Partial cherry-pick of a7ffbbff7 from PR #63256: secondary-profile
adapter creation errors no longer abort the whole secondary startup
(try/except around _create_adapter + loud warning on None return), and
Home Assistant's check_ha_requirements() becomes dep-only with the
credential moved to a new validate_ha_config() so secondary profiles
whose HASS_TOKEN lives in the profile secret scope are not silently
dropped by the registry gate.
Telegram diagnostic hunks and profile-label stamping dropped: the
regression they targeted does not exist on current main and they
conflict with the connect() teardown fence.
Secondary profiles under gateway multiplex keep tokens/allowlists in
profile secret_scope, not process os.environ. Auth and Slack were still
reading os.getenv, so Slack on a secondary profile failed allowlist and
socket mode. Webhook deliver also only looked at default adapters.
- Prefer get_secret for allowlists / allow-all flags (authz_mixin)
- Slack app token + allowlist via secret_scope with getenv fallback
- Wrap secondary profile message handlers in _profile_runtime_scope
before auth runs
- Resolve home-channel env from secret_scope / PlatformConfig
- Webhook deliver falls back to _profile_adapters for target platform
- Template key event_type for webhook prompts
When an agent is running, the gateway runner's running-agent block routes
"session-level toggles that are safe to run mid-agent" through a membership
set before the catch-all that rejects everything else with
"Agent is running — /<cmd> can't run mid-turn".
A dedicated /footer dispatch branch already sat inside that guard, but the
set listed only {"yolo", "verbose"}, so the footer branch was unreachable:
/footer fell through to the catch-all and was rejected, forcing users to
/stop a running agent just to toggle the runtime-metadata footer. /footer
is a pure display toggle like its sibling /verbose — it only writes
display.runtime_footer.enabled and returns a status string — so it belongs
in the same set.
Add "footer" to the set so the existing dispatch branch becomes reachable.
Regression test (tests/gateway/test_footer_command_mid_run.py): asserts
/footer and /footer <arg> dispatch to _handle_footer_command while an agent
is running, with a /verbose parity guard. Verified failing before the fix
(handler awaited 0 times) and passing after.
Follow-ups to @SAMBAS123's #64986 salvage:
- Replace the hardcoded token-platform set in _platform_has_bot_credential
with PLATFORM_TOKEN_ENV_NAMES, a shared canonical map in gateway/config.py
also used by the empty-token validation warning — one source of truth, so
future token platforms can't silently bypass the gate or drift between
the two sites.
- After secondary-profile startup, warn loudly for any platform skipped on
the primary that no secondary profile ended up serving: an enabled
platform with no credential anywhere is a config error, not a silent
no-op.
- AUTHOR_MAP entry for the salvaged commit's author email.
When gateway.multiplex_profiles is on, the default-profile GatewayRunner
used to call load_gateway_config() unscoped. Platform tokens that lived
only in a profile .env (often a secondary profile) never reached the
primary Telegram adapter, producing "No bot token configured" and an
infinite reconnect watcher loop (#64674).
- Load primary config under the default profile secret scope when multiplex
is enabled (same path secondary adapters already use).
- Skip starting token platforms on the default profile when no credential
is present under multiplex; secondary profiles still connect with their
scoped tokens.
- Drop empty-token configs from the reconnect queue so they cannot spin
forever.
Regression coverage in tests/gateway/test_64674_multiplex_primary_token_scope.py.
The served-profiles block in _start_secondary_profile_adapters references
PairingStore, but the class's only import in gateway/run.py is method-local
inside __init__ — so the reference raised NameError at runtime, silently
swallowed by the enclosing try/except ('could not record served_profiles').
Result: multiplexing gateways never created per-profile pairing stores, and
authz pairing checks for secondary profiles fell through to the global
whitelist. Also masked the served_profiles runtime-status write.
One-line fix (local import alongside write_runtime_status) + regression
tests that drive the real method and assert the stores materialize,
verified red without the import and green with it.
Surfaced during the profile-routing sweep by @CocaKova's PR #61689, which
included the same fix as part of a larger feature.
The #54878 self-heal (SessionStore.get_or_create_session) drops a routing
key pointing at a session already ended in state.db and recovers/recreates
a fresh session_id under the same session_key. The #54947 fix (agent-cache
cache-hit guard in gateway/run.py) treats a cached agent whose snapshot
session_id differs from the current session_id, under the same
session_key, as an intentional /resume-/branch-style switch between two
live sibling conversations, and reuses it unchanged to protect the prompt
cache.
These two fixes compose incorrectly: when the #54878 self-heal just fired,
the cached agent's session_id is not a live sibling — it's the dead session
just routed away from. #54947's "different session_id -> reuse freely" rule
reuses it anyway. The stale agent runs the turn, and the post-run "session
split" sync (agent.session_id != session_id) then writes the routing key
straight back onto the dead session_id, undoing the self-heal. This repeats
on every subsequent message until an interrupt (e.g. /stop) happens to race
in before that post-run sync, silently discarding conversation context.
Reproduced live on the engineering gateway (2026-07-12, routing key
agent:main:telegram:dm:170829464:544520): 5 consecutive self-heal log lines
over ~40 minutes, each followed by the dead session_id being reused and
re-synced back, until an interrupted /stop finally let a fresh session
stick — at which point all prior context was gone.
No open upstream issue tracks this specific interaction as of 2026-07-12
(checked #54878, #54947, #59580, #59597, #61220 — all cover adjacent but
distinct edges of the self-heal / agent-cache system).
Fix: before applying #54947's reuse-on-mismatch rule, check (outside the
cache lock, via SessionStore._is_session_ended_in_db) whether the cached
snapshot's session_id is itself ended in state.db. If so, treat it as a
stale self-heal artifact and evict/rebuild fresh -- same as a genuine
cross-process write -- instead of reusing it. Re-validates the peeked
verdict against the tuple actually held under the lock so a race can't
apply a stale verdict to a different (possibly live) cache entry.
Tests: tests/gateway/test_stale_self_heal_agent_cache_eviction.py (5 new
cases: dead-session eviction, live-sibling reuse preserved [#54947 intact],
cross-process invalidation preserved [#45966 intact], same-session_id dead
edge case, lock-race re-validation). Full tests/gateway/ suite: 14 failed,
9040 passed, 11 skipped -- all 14 failures verified pre-existing on
unpatched main (confirmed via git stash + re-run), unrelated to this
change.
GatewayRunner._prepare_inbound_message_text() interpolated
source.user_name — the platform-supplied, user-settable display name —
directly into the message text of every turn in a shared multi-user
session: f"[{source.user_name}] {message_text}". Shared sessions are the
default for any threaded conversation (thread_sessions_per_user defaults
to False) and apply to any group with group_sessions_per_user=False, so
no special configuration is needed to reach this path.
An unescaped display name containing embedded newlines could therefore
masquerade as a new markdown section (a fake "## Override" heading)
inside the live conversation the model reads on every turn — the same
indirect-prompt-injection vector gateway/session.py's
build_session_context_prompt() already guards against for the identical
user_name field via _format_untrusted_prompt_value(), which was never
applied to this sibling call site.
Add neutralize_untrusted_inline_text() alongside the existing helper in
gateway/session.py: it collapses embedded newlines/control characters to
a single inert line without JSON-quoting, so inline "[Name] message"
formatting is preserved byte-for-byte for the common case (unlike
reusing _format_untrusted_prompt_value directly, which would add visible
quote marks to every sender prefix). Wire it into the sender-prefix
construction in gateway/run.py.
Follow-ups on the salvaged #20096 profile-routing feature:
- _profile_name_for_source now returns None unless gateway.multiplex_profiles
is on. Routing stamps source.profile, which namespaces session/batch keys,
but the profile-scoped agent run only activates under multiplexing — without
the gate, configured routes with multiplexing off split batch/session keys
into agent:<profile> while the agent still ran from agent:main.
- Widen the profile-aware _text_batch_key fix from Discord to every adapter
that builds batch keys via build_session_key (telegram, whatsapp, matrix,
feishu, wecom, weixin) — routing is platform-generic, so the batch-key
namespace fix must be too.
- Downgrade the no-route-matched log from INFO to DEBUG (fired on every
unrouted inbound message).
- GatewayConfig.to_dict(): serialize profile_routes as plain dicts
(ProfileRoute dataclasses are not JSON-safe).
- Docs: correct the 'independent of multiplexing' claim in
docs/profile-routing.md (routing requires multiplexing), fix the
platform-only specificity row (0, not 1), and document profile_routes in
website/docs/user-guide/multi-profile-gateways.md.
- Tests: pin the multiplex gate (routes ignored when off, active when on,
build_source end-to-end stays in agent:main when off).
Addresses hermes-sweeper review on #20096.
Problem 1 (profile_routing.py): route matching returned True on a chat_id
hit before the guild_id constraint was consulted, so a route declaring both
guild_id and chat_id matched on chat_id alone. Restored conjunctive (AND)
semantics — every declared discriminator must hold; hierarchical parent_chat_id
matching is preserved. Added a regression test for the guild+chat case.
Problem 2 (base.py / run.py): gateway_runner was injected only when an adapter
pre-declared the attribute, and only Discord did — so build_source never called
_profile_name_for_source for Telegram/Feishu/Slack/etc., despite the
platform-generic claim. Declared gateway_runner on BasePlatformAdapter and made
the plugin-registry injection unconditional, so profile routing now reaches
every platform. Added non-Discord (Telegram) resolution coverage and an
injection-inheritance test.
Also adds docs/profile-routing.md documenting gateway.profile_routes
(matching rules, specificity, profile isolation) — requested in review.
Co-Authored-By: Claude <noreply@anthropic.com>
_adapter_credential_fingerprint only looked at adapter.token directly,
but Discord (and similar) adapters store the bot token on their config
sub-object, not on self. Every Discord adapter in a multiplexed
gateway therefore returned None, the same-token conflict check was
silently skipped, and N adapters all polled the same bot token —
producing a per-message race where whichever adapter won the GIL
answered the user.
Adds a config-token fallback (token, then bot_token) so the check
actually fires for config-backed adapters. Direct adapter.token
still takes precedence when both exist.
Tests cover: config-backed token produces a fingerprint, distinct
tokens produce distinct fingerprints, direct token wins over config,
config without token attributes returns None.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Three follow-ups to the initial routing PR after code review:
1. Remove dead forum-post hierarchy cache. The `_forum_post_cache`,
`register_forum_post()`, and `resolve_forum_channel()` were never
wired up — no caller in the codebase. Discord's adapter already
sets `parent_chat_id` to the immediate parent (forum channel for a
forum post), so the existing `self.chat_id == parent_chat_id`
branch in `matches()` handles forum posts correctly without a
cache. The hierarchical-resolution branch in `matches()` and the
bounded-LRU infrastructure are removed.
2. Fix docstring specificity numbers (8 → 14, 4 → 6) and rewrite the
"Hierarchical matching" section to describe the actual one-level
parent_chat_id behavior. Removed unused `OrderedDict` and `Set`
imports.
3. Warn loudly when a routed profile doesn't exist on disk. Previously,
a typo in `profile_routes` (e.g. `crypto-tradr`) silently fell back
to the global HERMES_HOME, causing the message to read the default
profile's memory/credentials with no signal to the operator. Now
emits a `logger.warning` with the profile name, source identifier,
and the fallback reason. Bare-exception path also gets `exc_info`.
Tests:
- test_profile_routing.py: +2 tests verifying forum post matching via
direct parent_chat_id (covers the case the removed cache was meant
for). 31 total, all pass.
- test_profile_resolution.py: NEW, 12 tests covering resolution order
(source.profile > routing > active > default), missing-profile
warning, exception handling, and routing consultation. All pass.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Adds gateway.profile_routes config that routes specific Discord
guilds/channels/threads (and other platforms) to different profiles.
The routing engine uses hierarchical specificity matching
(thread > channel > guild) with bounded LRU caching for forum post
resolution.
Routing result is stamped on source.profile by BasePlatformAdapter
.build_source() at inbound time. When gateway.multiplex_profiles is on,
the existing _profile_runtime_scope machinery picks up source.profile
and runs the whole turn inside the profile's HERMES_HOME — so memory,
skills, config, and secrets all resolve to that profile automatically.
No new isolation code is added; this PR only adds the routing decision
layer on top of the existing multiplexing infrastructure.
Configuration:
gateway:
multiplex_profiles: true
profile_routes:
- name: server-default
platform: discord
guild_id: "GUILD_ID"
profile: server-profile
- name: special-channel
platform: discord
guild_id: "GUILD_ID"
chat_id: "CHANNEL_ID"
profile: channel-profile
When multiplex_profiles is off, profile_routes is ignored (no behavior
change for single-profile gateways).
Tests: 29 unit tests covering specificity scoring, hierarchical
matching, path-traversal validation, and config parsing.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Follow-up to the salvaged #51657: the conversation loop returns the
retry-exhaustion sentinel as BOTH final_response and error, so the
original detector (which required final_response to be falsy) never
fired on real exhaustion turns — the sentinel text was delivered
verbatim into the channel, exactly the #51628 poisoning vector. Detect
the sentinel echo, blank it before empty-response normalization, and
never suppress a turn whose final_response is genuine model text.
Also: dedupe-guard mock fix in the test fixture (has_platform_message_id
must return False, not a truthy MagicMock) and two guard tests
(real answer never suppressed; interrupted/failed never classified).
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).
Add agent.reasoning_overrides dict to config.yaml. Users can now set
a reasoning_effort per model, overriding the global agent.reasoning_effort.
Example:
agent:
reasoning_effort: "medium" # global default
reasoning_overrides:
"openrouter/anthropic/claude-opus-4.5": "xhigh"
"openai/gpt-5": "low"
"claude-sonnet-4.6": "high" # bare model name also works
The helper is spelling-tolerant: override keys match regardless of
provider prefix or dots-vs-dashes normalization, so users can write
keys in any sensible form and they'll match.
Resolution priority:
1. Session-scoped /reasoning --session override (gateway only; unchanged)
2. Per-model override from agent.reasoning_overrides (spelling-tolerant)
3. Global agent.reasoning_effort (existing)
4. Provider default (unchanged)
Wired into:
- CLI startup (cli.py)
- Messaging gateway agent construction (gateway/run.py)
- Desktop/TUI _load_reasoning_config (tui_gateway/server.py)
- Cron job scheduler (cron/scheduler.py)
- /model mid-session switch (agent/agent_runtime_helpers.py)
+ _primary_runtime now tracks reasoning_config for correct fallback recovery
- Fallback activation (agent/chat_completion_helpers.py::try_activate_fallback)
+ Re-resolves reasoning_config for the fallback model (best-effort)
Closes#21256 (per-model reasoning_effort defaults).
Note: no hermes config set agent.reasoning_overrides.<model> support;
users edit the YAML directly. _set_nested splits on "." and would
corrupt model keys containing version dots.
Reserve API requests before their first await, include every drain-owned work type in runtime status, and pause local cron dispatch while a gateway drain is active.
Closes#63529
Root cause: GatewayRunner._drain_active_agents only waited on
_running_agents + cron in-flight counts. Desktop/API sessions are
tracked solely inside APIServerAdapter (_inflight_agent_runs +
_active_run_agents), so stop/restart logged active_at_start=0 and
systemd SIGKILL'd mid-tool work.
Fix: APIServerAdapter.active_agent_work_count() plus
GatewayRunner._active_api_run_count() folded into the drain wait,
status updates, timeout result, and shutdown logs — same pattern as
_active_cron_job_count for #60432.
Verification: pytest tests/gateway/test_api_server_active_work_drain.py
tests/gateway/test_cron_active_work_drain.py -q → 19 passed
