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3627 commits

Author SHA1 Message Date
Austin Pickett
3d97893571
feat(desktop): custom endpoint settings (supersedes #42745) (#67759)
* feat(desktop): add custom endpoint settings (supersedes #42745)

Salvages PR #42745 (elashera:custom-endpoints-desktop), which could no
longer merge cleanly against main. Re-integrated the work onto current
main and reconciled the conflicts:

- Settings nav: wired the new 'Custom Endpoints' provider sub-view into
  main's data-driven navGroups/OverlayNav layout (PR predated that
  refactor) and added it to PROVIDER_VIEWS.
- providers-settings: kept BOTH main's LocalEndpointRow affordance and
  the PR's fuller CRUD panel; unified ProvidersSettingsProps to carry
  onClose + onConfigSaved + onMainModelChanged.
- web_server: kept main's _normalize_main_model_assignment + api_key
  propagation AND the PR's provider base_url lookup in
  _apply_model_assignment_sync.
- model_switch: dropped the PR's bare direct-custom-config picker block;
  main already implements it (source='model-config', with live model
  discovery). Updated the salvaged test to assert main's behavior.
- Merged additive import/type blocks in hermes.ts and types/hermes.ts.

Backend endpoints, i18n labels (en/ja/zh/zh-hant), and the
custom-endpoints-settings.tsx panel carried over. 28 custom-endpoint
tests pass.

Co-authored-by: elashera <emilio.jesus.lasheras.romero@nttdata.com>

* chore(contributors): map elashera's commit email

Salvage of #42745 (superseded by #67759) preserves @elashera's
authorship, whose corporate commit email had no contributor mapping.
Adds contributors/emails/ mapping so check-attribution passes.
Verified: GitHub user 'elashera' id=135239963 matches their own
noreply commit email (135239963+elashera@users.noreply.github.com).

---------

Co-authored-by: elashera <emilio.jesus.lasheras.romero@nttdata.com>
2026-07-19 19:59:46 -04:00
ajzrva-sys
54459e76ed
fix: speed up CLI /model picker by skipping non-current custom provider probing (#65652)
* fix: speed up CLI /model picker by skipping non-current custom provider probing

The CLI /model picker calls build_models_payload() with default
probe_custom_providers=True, which live-fetches /v1/models from every
saved custom endpoint on every open. The GUI/desktop picker already
passes probe_custom_providers=False for snappiness.

Match the GUI behavior: skip probing non-current custom providers, but
still probe the current one so its model list stays accurate. Users can
force a full re-fetch with /model --refresh.

Fixes #65650
Related: #63583

* fix(cli): forward force_refresh to model picker probe flags

When /model --refresh is used, the CLI model picker must probe all
custom providers to refresh their model lists — not skip them.
Normal bare /model still skips non-current probes for speed.

Mirrors the existing desktop/TUI behavior. Add regression test for
both normal and refresh flag forwarding.

Fixes #65650

* fix: auto-save discovered models to config for discover-once caching

After a successful /v1/models probe, persist the discovered model list
back to config.yaml under the matching custom_providers entry. This
makes discover_models: false meaningful out of the box — users get a
populated cache after the first probe instead of a stale 1-model list.

- Add _save_discovered_models_to_config() helper
- Call after successful fetch_api_models in section 4 probe path
- Skip config write when model list hasn't changed
- Idempotent — no-op on empty api_url or model_ids

Tests: 4 new tests covering auto-save, empty-probe skip, unchanged
skip, and no-op-on-empty-args. All 4 pass.

Refs: #65652, #65650

---------

Co-authored-by: ajzrva-sys <302567740+ajzrva-sys@users.noreply.github.com>
2026-07-19 19:33:49 -04:00
Teknium
9b428ddd08
feat(x_search): default model grok-4.20-reasoning -> grok-4.5 (#67719)
grok-4.5 is xAI's newest release (their versioning is non-monotonic:
4.5 > 4.20) and is the model xAI's own docs use for the server-side
x_search tool. Users who explicitly pinned x_search.model keep their
choice; everyone else picks up the new default via the config
deep-merge — no _config_version bump needed.

- tools/x_search_tool.py: DEFAULT_X_SEARCH_MODEL
- hermes_cli/config.py: DEFAULT_CONFIG x_search.model + comment
- agent/reasoning_timeouts.py: 300s stale-timeout floor entry for
  grok-4.5 (grok-4.20-reasoning entry kept for pinned users)
- docs: x-search.md en + zh-Hans (config sample + troubleshooting)
- tests: default-model assertion + timeout-floor positive case
2026-07-19 16:32:20 -07:00
teknium1
786df3ca6c fix(cron): resolve provider with the job's effective model; default dashboard cron creates to the backend's own profile
Two follow-ups to the per-job model pin surface (#67472 / #49948 review):

- cron/scheduler.py: pass target_model=<effective job model> to
  resolve_runtime_provider() on the primary path, so providers with
  model-specific api_mode routing derive the mode from the model the job
  actually runs (per-job pin > env > config default) instead of the stale
  persisted default. The auth-fallback path already did this for its
  fb_model.

- hermes_cli/web_server.py: POST /api/cron/jobs (and its sync worker) no
  longer hardcodes profile="default" when the request carries no profile
  param. A pool backend scoped to a named profile now resolves its own
  profile via get_active_profile_name(), so pre-profileScoped desktop
  clients can't write a named profile's job into ~/.hermes. Unscoped /
  custom HERMES_HOME keeps the legacy default fallback.

Tests: target_model capture test on run_job; two profile-default tests on
the create endpoint.
2026-07-19 09:57:21 -07:00
Teknium
2ae0d67f63
feat(desktop): five Capabilities-tab UX fixes from live testing — hints, vision link, web split, key deep-links (#67482)
* fix(desktop): stop contradicting the Ready pill with the one-time-install hint

When a provider's server-computed status is 'ready' (post_setup install
verifiably satisfied, e.g. cua-driver on PATH), the PostSetupRunner row
still said 'This backend needs a one-time install (…)'. Swap the copy for
a muted installed-confirmation one-liner and keep the Run setup button for
repair re-runs. Gated purely on the provider status prop so it composes
with the server-driven resting state work in the sibling lane.

* feat(tools): surface the web search/extract capability split in the Capabilities UI

The runtime has dispatched web_search and web_extract to independently
configurable backends for a long time (web.search_backend /
web.extract_backend overrides with web.backend as the shared fallback),
but the Capabilities tab still presented one monolithic 'Web Search &
Extract' choice that only wrote web.backend.

Backend:
- GET /api/tools/toolsets/web/config now returns active_search_backend /
  active_extract_backend resolved via the REAL runtime getters
  (tools.web_tools._get_search_backend/_get_extract_backend), plus each
  provider row's web_backend key and supported capabilities (from the
  registry's supports_search/supports_extract flags).
- PUT /api/tools/toolsets/web/provider accepts an optional capability
  ('search'|'extract') that writes web.<capability>_backend without
  touching web.backend; validates the provider actually supports the
  requested capability (ddgs/brave-free are search-only). Omitted →
  unchanged legacy apply_provider_selection path.
- New tools_config.web_provider_capabilities() helper reads the plugin
  registry's capability flags.

Frontend: 'Search: <backend>' / 'Extract: <backend>' pills above the web
provider matrix, per-row 'Search backend'/'Extract backend' assignment
pills, and 'Use for Search'/'Use for Extract' actions gated on each
backend's declared capabilities.

Tests: endpoint tests assert the runtime getters resolve to the written
backend (searxng for search, firecrawl for extract) after the endpoint
write; vitest covers badges, capability-gated buttons, and non-web
toolsets staying untouched.

* feat(desktop): deep-link Capabilities key rows to Settings → API Keys

Set env-var rows in the toolset config panel now offer 'Manage in API
Keys' in the row actions menu — an internal route change to
/settings?tab=keys&key=<ENV_KEY>. KeysSettings consumes the ?key= param
via the shared useDeepLinkHighlight hook (same mechanism as the command
palette's ?field= config deep links and ?session= archived-session
links): scrolls the credential card into view, flashes it, and expands
it. Applies generically to every env-var row, and only when the key is
set (unset keys are managed inline via Set). i18n in en/zh/zh-hant/ja.

* feat(desktop): point the vision Capabilities detail at Settings → Models

The vision toolset has no TOOL_CATEGORIES provider matrix — its
provider/model resolution runs through the auxiliary model config
(agent/auxiliary_client.py), so the Capabilities detail pane looked
empty with no hint of where the model choice lives.

Add a short explainer + an internal deep link
(/settings?tab=config:model&aux=vision) rendered only for
toolset.name === 'vision'. ModelSettings consumes the ?aux= param via
the shared useDeepLinkHighlight hook and scrolls/flashes the matching
auxiliary task row (rows now carry aux-task-<key> anchor ids). No
external URLs. i18n in en/zh/zh-hant/ja.

* test(desktop): use type-alias imports for the react-router mock (lint)

* chore: drop accidentally committed node_modules symlinks

* chore: drop remaining committed node_modules symlinks (apps/desktop, apps/shared)
2026-07-19 05:45:01 -07:00
teknium1
3fc006ebe1 fix(web): compute voice provider schema options per-request, align guards with desktop (#40338 follow-up)
Refactor the cherry-picked #40338 backend half:

- Move option merging from import-time _SCHEMA_OVERRIDES mutation to a
  per-request overlay in GET /api/config/schema — options now reflect the
  current config.yaml (no restart needed) and the module-level
  CONFIG_SCHEMA is never mutated. The endpoint gains an optional
  ?profile= param scoped via _config_profile_scope.
- Keep builtin display order first, customs appended (drop the
  sorted(set(...)) re-sort) — matches desktop enumOptionsFor.
- Only command-type provider blocks count (type absent or 'command' plus
  non-empty command string), enumerated from the canonical
  <kind>.providers.* location AND the legacy top-level <kind>.<name>
  fallback — the same dual resolution as _get_named_provider_config /
  _get_named_stt_provider_config. Builtin-name collisions are excluded
  case-insensitively against the RUNTIME builtin sets (not the display
  shortlist), mirroring apps/desktop/src/app/settings/helpers.ts
  commandProviderNames (#67209).
- Drop the plugin.yaml 'provides: [tts]' manifest scan — that convention
  does not exist (manifests carry provides_tools/provides_hooks only);
  plugin TTS/STT providers register at runtime via
  ctx.register_tts_provider(). Instead, opportunistically include names
  from agent.tts_registry / agent.transcription_registry when plugins
  happen to be loaded in this process.
- Current tts.provider/stt.provider value preserved in options.
- Tests: custom command provider merge (tts+stt), builtin-order
  preservation, EDGE collision exclusion, non-command block exclusion,
  current-value preservation, per-request freshness, legacy top-level
  block support.
2026-07-19 05:36:19 -07:00
lost9999
1e17492784 feat(config): surface custom and plugin voice providers in config schema 2026-07-19 05:36:19 -07:00
Teknium
aa1ad32191
fix(desktop): Windows browser-setup journey — console flash, idempotent setup, Nous Portal activation (#67473)
* fix(windows): suppress console-window flash in tools post-setup subprocess spawns

The desktop GUI runs post-setup hooks via a detached, console-less
'hermes tools post-setup <key>' child (spawned with windows_detach_flags).
But the hook implementations in tools_config.py ran their inner installers
(npm install, agent-browser install, uv/pip installs, ensurepip, cua-driver
version probes and installer) without Windows creationflags — and on
Windows a console-less parent spawning a console/.cmd child materializes a
brand-new console window, the 'terminal flash' reported on the
Capabilities > Browser Automation setup journey.

Add _post_setup_no_window_flags(), a local wrapper around
windows_hide_flags() (CREATE_NO_WINDOW only — DETACHED_PROCESS would sever
stdio and break capture_output), and pass it at every post-setup subprocess
call site. Spawns that stream live output to the user's console
(verbose cua-driver install) only hide when stdout is not a tty, so
interactive CLI installs keep their output. POSIX behavior is unchanged
(the helper returns 0 off-Windows).

* fix(desktop): make Capabilities post-setup idempotent — Installed state instead of unconditional Run setup

The GUI panel rendered the primary 'Run setup' CTA whenever a provider
declared post_setup, ignoring the server-computed readiness status the
config endpoint already serves. Users on Windows clicked 'Run setup' on
an already-installed Local Browser and watched it 'install' again.

Frontend: PostSetupRunner now takes installed (provider.status === 'ready')
and renders an 'Installed' pill + small 'Re-run setup' text button in that
state; onComplete still refetches the toolset config, so a fresh install
flips the row to Installed once the endpoint reports ready.

Backend:
- _POST_SETUP_READY extended: agent_browser now tracks the FULL local
  install (_local_browser_runnable: CLI + Chromium-or-Lightpanda) instead
  of the bare CLI check; new entries for the cloud 'browserbase' hook
  (CLI only — cloud rows host their own Chromium) and camofox (npm
  package present).
- _run_post_setup prints distinct 'already installed, nothing to do'
  messages for the agent-browser/Chromium/Camofox early-exits so the GUI
  action log tells the truth on re-runs vs fresh installs.

i18n: new postSetupInstalled/postSetupRerun/postSetupInstalledHint strings
in en, ja, zh, zh-hant + types.

* fix(desktop): let managed Nous Subscription rows activate from the GUI via the Portal sign-in flow

PUT /api/tools/toolsets/{name}/provider intentionally skips the Nous
Portal auth gate the CLI runs inline (ensure_nous_portal_access) — but no
desktop surface handled it. Selecting 'Nous Subscription (Browser Use
cloud)' from Capabilities wrote browser.cloud_provider=browser-use +
use_gateway=true and then silently never activated: _is_provider_active
requires feature.managed_by_nous, which stays false without the
entitlement, and the credential was never used.

Backend: after apply_provider_selection, the endpoint now checks the
managed row's entitlement (get_nous_subscription_features force_fresh +
the same per-category coverage gate the CLI applies) and reports the gap
with additive response fields {needs_nous_auth: true, feature}. The
selection is still persisted — activation is what's gated.

Frontend: handleSelect surfaces a 'Sign in to Nous Portal' warning toast
with a Sign-in action instead of the misleading success toast. The action
drives the EXISTING Nous Portal OAuth device-code flow (provider id
'nous' in _OAUTH_PROVIDER_CATALOG): POST /api/providers/oauth/nous/start,
open verification_url, poll /poll/{session}; on approval the panel
refetches the toolset config so is_active/status flip.

i18n: nousAuthNeeded*/nousAuthSignIn/nousAuthDone*/nousAuthFailed strings
in en, ja, zh, zh-hant + types.
2026-07-19 05:22:10 -07:00
Teknium
027243eb46
fix(credentials): suppress re-seeding when a pool entry is deleted via API (#55217) (#67429) 2026-07-19 03:48:48 -07:00
teknium1
6bb8a0aef1 fix(desktop): drop tts.xai.text_normalization — not honored by the xAI TTS backend
Follow-up to the salvaged #56724: the runtime's _generate_xai_tts reads
voice_id, language, speed, auto_speech_tags, optimize_streaming_latency,
sample_rate, and bit_rate — but never text_normalization, and the xAI
/v1/tts payload builder has no such field. Surfacing it in the desktop
GUI would be a dead knob, so remove it from DEFAULT_CONFIG, constants.ts
(labels/descriptions/SECTIONS), and the ja/zh/zh-hant locale catalogs.
The other six xAI keys are all verified against tools/tts_tool.py.
2026-07-19 03:14:29 -07:00
Carlos Diosdado
5c6499ce4d feat: surface all xAI TTS params in desktop GUI config
- Add speed, auto_speech_tags, text_normalization,
  optimize_streaming_latency, sample_rate, bit_rate to
  DEFAULT_CONFIG tts.xai block (backend schema source)
- Add field labels, descriptions, and section keys in
  frontend constants.ts for all 7 xAI TTS fields
- Update i18n translations (ja, zh, zh-hant)
- Fix stale tts.provider options in web_server.py schema
  overrides (was missing xai, minimax, mistral, gemini,
  kittentts, piper)
2026-07-19 03:14:29 -07:00
teknium1
49167ffe05 fix(tools): apply missing-provider setup pass to per-platform configure flow too
Sibling-site fix for the flaw addressed in the global 'Configure all
platforms' flow: the per-platform checklist also returned to the menu
without opening provider setup when a selected toolset was already
enabled but lacked provider configuration. Adds a matching regression
test.
2026-07-19 03:02:47 -07:00
Nick S
6912e93478 fix(tools): configure selected global tools missing provider setup 2026-07-19 03:02:47 -07:00
Teknium
9a987f142d
fix(credentials): unified provider key delete/update across .env, auth.json, config.yaml (#67213)
* fix(env): recognize export-prefixed .env lines in save/remove (#40041)

load_env() parses bash-compatible 'export KEY=value' lines (#6659), so a
hand-added 'export GITHUB_TOKEN=ghp_...' shows as set (green light) in the
desktop Tools & Keys page. But save_env_value/remove_env_value only matched
plain 'KEY=' lines:

- DELETE /api/env 404'd ('not found in .env') — the token could not be
  removed through the UI
- PUT /api/env appended a SECOND line; a later delete removed the new line
  while the export line silently resurrected the old value

Both writers now match assignments through a shared _env_line_defines_key()
helper that understands the export prefix. Commented-out lines are still
ignored.

Regression tests drive the real dashboard endpoint handlers against a temp
HERMES_HOME with runtime-constructed classic-PAT-shaped fixtures, covering
save-does-not-500, export-line remove, export-line replace-without-duplicate,
and the plain-line path staying intact.

Fixes #40041

* fix(credentials): unify provider key delete/update across .env, auth.json, config.yaml (#51071 #59761 #62269)

A provider API key can live in three stores at once: ~/.hermes/.env,
auth.json credential_pool (env-seeded 'env:<VAR>' entries persisted by the
pool loader), and config.yaml mirrors (model.api_key, auxiliary.*.api_key,
custom_providers[*].api_key). The desktop/dashboard endpoints and the TUI
gateway RPCs only ever mutated .env, so the stores diverged:

- #51071/#59761: DELETE /api/env removed the key from .env but left the
  credential_pool entry (the loader is additive-only and never prunes),
  so the provider kept appearing in the model picker — surviving restart
  via the stale pool entry + provider_models_cache.json row.
- #62269: PUT /api/env rewrote .env but left the OLD key in config.yaml
  (model.api_key wins over env at client construction), producing 401s
  with a key the UI no longer showed.

New hermes_cli/credential_lifecycle.py is the single choke point:

- remove_provider_env_credential(): clears the .env entry, prunes
  env:<VAR> pool entries across ALL providers (a shared var like
  GITHUB_TOKEN can seed several), suppresses the env source so a lingering
  shell export can't re-seed it (matching 'hermes auth remove' semantics),
  drops the affected providers' model-cache rows, and scrubs value-matched
  config.yaml api_key mirrors. Returns 'found' spanning every store so a
  stale pool-only entry is cleanable through the same delete button.
- save_provider_env_credential(): writes .env, rotates any config.yaml
  mirror that held the PREVIOUS value (value-matched — an unrelated inline
  key is untouched), and lifts a prior env-source suppression so re-adding
  behaves like 'hermes auth add'.

OAuth preservation: only entries with source == 'env:<VAR>' are pruned.
OAuth/device-code/manual/borrowed pool entries and providers.<id> OAuth
token blocks are never touched by a key-only delete. (model.disconnect in
the TUI gateway still clears OAuth via clear_provider_auth — that surface
is a full provider disconnect, which is the documented intent there.)

Rerouted call sites: PUT/DELETE /api/env (dashboard + desktop),
tui_gateway model.save_key / model.disconnect, save_env_value_secure
(TUI/gateway secret capture), and hermes config set/unset for env-shaped
keys.

E2E tests drive the real endpoint handlers against temp-HERMES_HOME
fixtures (.env + auth.json + config.yaml with runtime-constructed fake
keys) and assert cross-store consistency after delete/update, pool-reload
survival ('restart'), OAuth preservation, models-cache invalidation, and
the suppress/unsuppress round-trip.

Fixes #51071
Fixes #59761
Fixes #62269
2026-07-19 03:02:21 -07:00
Teknium
833bae3203
Merge pull request #67206 from NousResearch/lane/c3-memory-panel
feat(desktop): declarative memory provider panel + built-in fix (salvage #51020, fixes #49513)
2026-07-19 03:00:52 -07:00
Teknium
8b6714556b
feat(desktop): terminal execution backend picker with health probes in Capabilities (#67203) 2026-07-19 03:00:08 -07:00
Teknium
c372c4220b
fix(desktop): truthful per-provider readiness in Capabilities (no more false Ready) (#67201)
* fix(desktop): compute truthful per-provider readiness for Capabilities tool config

Backend: GET /api/tools/toolsets/{name}/config now sends a per-provider
'status' field ('ready' | 'needs_keys' | 'needs_auth' | 'needs_setup')
computed by the new provider_readiness_status() in tools_config:

- env vars declared: all set -> ready, else needs_keys
- Nous-managed rows: Portal login + per-category tool-gateway entitlement
  (MANAGED_FEATURE_COVERAGE_CATEGORY) -> ready, else needs_auth
- post_setup 'xai_grok' rows: Grok OAuth or XAI_API_KEY -> ready, else
  needs_auth
- other keyless post_setup rows: installed-state predicate
  (_POST_SETUP_READY: kittentts/piper/ddgs/langfuse via find_spec,
  agent_browser via _has_agent_browser, cua_driver via PATH probe);
  unknown hooks fall back to is_active as the setup-completed signal
- genuinely-free keyless rows (Edge TTS) stay ready

Existing fields are untouched; 'status' is additive so older desktops
keep working.

* fix(desktop): render server readiness status in Capabilities provider pills

The panel's providerConfigured() heuristic pilled every zero-env-var
provider 'Ready' — including logged-out Nous Subscription rows, xAI TTS
without Grok OAuth, and never-installed KittenTTS/Piper. Render the
backend's per-provider 'status' instead:

- ready       -> existing 'Ready' pill
- needs_auth  -> warn pill 'Needs sign-in'
- needs_setup -> warn pill 'Needs setup'
- needs_keys  -> no pill (env-var fields are the signal)

Keyed rows keep deriving ready/needs_keys from local envState so saving
or clearing a key updates the pill without a refetch. Older backends
without 'status' fall back to the legacy env-var heuristic (narrow
compat path, desktop/runtime update on separate clocks).

Adds the warn tone to the settings Pill primitive and needsSignIn /
needsSetup strings to all locale catalogs (en, zh, zh-hant, ja).
2026-07-19 02:59:55 -07:00
teknium1
4f67c33383 fix(config): whitelist real non-DEFAULT_CONFIG roots + normalize test line endings
Follow-ups on the salvaged unknown-root-key warning from PR #67345:

- Add image_gen, video_gen, plugins, smart_model_routing, platform_toolsets,
  session_reset, multiplex_profiles, profile_routes, platforms,
  require_mention, unauthorized_dm_behavior, and signal to
  _EXTRA_KNOWN_ROOT_KEYS — all are read from the raw user YAML (gateway,
  registries, plugin CLI) or written by our own setup wizard, but absent
  from DEFAULT_CONFIG. Without this, doctor would warn on configs Hermes
  itself wrote.
- Convert tests/hermes_cli/test_config_validation.py back to LF line
  endings (the PR's rewrite introduced CRLF).
2026-07-19 01:09:04 -07:00
loes5050
f5bacee274 feat(config): derive _KNOWN_ROOT_KEYS from DEFAULT_CONFIG + warn on unknown root keys
Extracted from the config-validation portion of PR #67345 (the token-cost
half was not salvaged). Unknown top-level config keys now warn (naming the
key) instead of being silently ignored; known roots derive from
DEFAULT_CONFIG.keys() plus a small extras set for valid-on-disk roots
absent from defaults.
2026-07-19 01:09:04 -07:00
loes5050
336c3b13aa feat(config): warn on unknown top-level keys + report deprecated keys/env in doctor
Two config-hygiene improvements (warning-only, non-blocking):

1) Unknown top-level config keys now surface a warning naming the key (known roots derived from DEFAULT_CONFIG.keys() as single source of truth) so typos like 'skillz:'/'secrity:' are no longer silently ignored. Provider.* unknown-key behavior preserved.

2) hermes doctor reports deprecated/legacy config keys (display.tool_progress_overrides, delegation.max_async_children, compression.summary_*) and legacy env vars (HERMES_TOOL_PROGRESS*, TERMINAL_CWD, QQ_HOME_CHANNEL*) with their modern replacements, as non-failing warnings. No auto-delete/migrate.

Tests: config_validation + doctor suites green (100 passed).
2026-07-19 01:09:04 -07:00
Teknium
5854aad8b5
feat(gateway): durable delivery-obligation ledger for final responses (#67181)
A final response generated but not confirmed-delivered was the one
artifact the gateway could lose without a trace: crash or planned
restart between finalize and platform ACK dropped it silently, and the
resume path re-ran the whole turn at full cost (#58818 P1, #41696,
#63695's gateway half).

gateway/delivery_ledger.py records each outbound final response in
state.db (same conventions as the async-delegation ledger: WAL, owner
pid + process-start-time liveness, bounded retention):

  pending -> attempting -> delivered | failed
  startup sweep on dead-owner rows -> redeliver | abandoned

Contract (the lessons from the closed delivery-outbox attempt #61790):
- obligation recorded BEFORE the first send attempt; cleared only on
  SendResult.success (destination acceptance, #51184)
- ambiguity is labeled, never silently retried: rows that were mid-send
  when the process died redeliver with a visible '♻️ Recovered reply —
  may be a duplicate' prefix (honest at-least-once)
- stable ids from session_key + inbound message id + content, so
  distinct threads/topics can never collide
- poison rows bounded: 3 attempts / 24h freshness -> abandoned; claim
  atomically re-stamps ownership so racing sweeps can't double-claim
- redelivery clears resume_pending for the session so the resume path
  never re-runs a turn whose answer the ledger already holds
- best-effort everywhere: ledger failure can never block or delay a send
- slash-command/ephemeral/empty responses are not recorded; cron and
  proactive delivery stay on DeliveryRouter (separate subsystem)

Config: gateway.delivery_ledger (default on; no version bump needed).

Validation: 30 ledger+producer tests; 352 blast-radius gateway tests
green; cross-process E2E (record in process A, kill it mid-send, claim
+ marker + redeliver in a fresh process B against the same state.db).
2026-07-19 00:45:32 -07:00
Brooklyn Nicholson
3700ca4a54 fix(cli): restore session cwd on mid-chat /resume (transplant to mixin)
Dusk1e's fix wired _restore_session_cwd into _handle_resume_command, but that
handler was extracted from cli.py into hermes_cli/cli_commands_mixin.py
(094aa85c3) after the PR's base, so the original cli.py hunk no longer applied
(a naive cherry-pick fuzzily misplaced it inside new_session(), where
session_meta is undefined). Transplanted the call to the end of the handler in
its current home; /sessions <id> delegates here so both command forms are
covered. Dusk1e's regression tests carry over unchanged.

Co-authored-by: Dusk1e <yusufalweshdemir@gmail.com>
2026-07-18 23:20:32 -04:00
kshitijk4poor
39efad89a8 refactor: shared helpers for api_content sidecar pop/drop/extract
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>
2026-07-19 08:25:35 +05:30
Soju06
7b3dcee928 feat(cache): persist the exact bytes sent to the API in an api_content sidecar
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.
2026-07-19 08:25:35 +05:30
Brooklyn Nicholson
40160e2a04 perf(desktop): batch sidebar session slices into one profile-DB pass
The sidebar refresh fired three /api/profiles/sessions calls (recents, cron,
messaging), and each one reopened every selected profile's state.db and re-ran
list_sessions_rich + session_count — ~3N DB opens/counts per refresh, on every
turn/broadcast/reconnect.

Add GET /api/profiles/sessions/sidebar: one pass that opens each profile DB
once and runs the three source-scoped queries together (recents scoped to the
active profile; cron + messaging cross-profile), returning the three windows in
one payload. Same read-only projection, 300s active heuristic, and caller-
supplied source taxonomy (recents_exclude / messaging_exclude / source=cron) as
the per-slice endpoint.

Renderer refreshSessions now makes one listSidebarSessions call and distributes
recents/cron/messaging to their stores (cron *jobs* stay a separate getCronJobs
API). Electron splices remote profiles per slice via fetchProfilesSessionSlice
(reusing the proven per-slice merge) so remote correctness is preserved; the
no-remote common case gets the single-open fast path.

From the Desktop performance audit (P1: "Batch sidebar session slices").
2026-07-18 21:45:18 -04:00
teknium1
54f5696bbb
Merge origin/main into lane/c3-memory-panel 2026-07-18 16:26:30 -07:00
Paulo Nascimento
90d3ba5be9 fix(cli): warn once per path for UTF-32 .env refuse-to-mangle
Hot-reload and multi-entry load_hermes_dotenv can hit the same UTF-32
file repeatedly; gate the refuse-to-mangle warning on a module-level
seen-set (house style: _WARNED_KEYS sibling) so logs are not spammed.
2026-07-18 19:01:10 -04:00
Paulo Nascimento
7d597cc5d4 fix(cli): sanitize UTF-16 .env without corrupting the first key
Notepad "Unicode" saves write UTF-16 with a BOM. The sanitizer decoded
those bytes as utf-8-sig with errors=replace, glued U+FFFD onto the first
key name, stripped NULs, and rewrote the mangled content permanently.

Sniff leading BOMs before any text decode (UTF-32 before UTF-16, because
UTF-32-LE's BOM starts with UTF-16-LE's FF FE). Decode UTF-16 correctly
and rewrite as clean UTF-8. Refuse UTF-32 (leave untouched + warning).
After errors=replace, do not persist a first line that starts with U+FFFD.

Does not touch _load_dotenv_with_fallback (#65124's surface).
2026-07-18 19:01:10 -04:00
Paulo Nascimento
4441e11c77 fix(cli): quote .env values with internal whitespace in save_env_value
_quote_env_value previously left internal spaces unquoted (only #/"/'
and leading/trailing whitespace triggered). Spaced macOS paths written
via hermes setup SSH / Google Chat SA path / hermes config set produced
lines that python-dotenv still parsed but shell `set -a; . file` word-split.

Extend needs_quoting with any(c.isspace()); escaping dialect unchanged.
2026-07-18 19:01:10 -04:00
teknium1
651cff4273
fix(desktop): treat built-in memory as built-in in provider panel (#49513)
Built-in memory (MEMORY.md/USER.md) is controlled by memory_enabled, not
memory.provider — but the desktop dropdown offered 'builtin' as a normal
provider-plugin value and gave it plugin-shaped affordances (config panel,
OAuth connect row), and the empty sentinel rendered as '(none)' even though
built-in memory was active.

- Label the empty memory.provider option 'Built-in only' (all locales).
- Drop the literal 'builtin' option from the desktop ENUM_OPTIONS and the
  backend config-schema select; _normalize_memory_provider_name already maps
  legacy builtin/built-in/none values to ''. A stored legacy literal stays
  visible via enumOptionsFor's current-value passthrough.
- Gate MemoryConnect and ProviderConfigPanel behind a new
  isExternalMemoryProvider() helper so built-in aliases never get
  provider-plugin affordances.
2026-07-18 15:39:39 -07:00
teknium1
c84c0c5277
Merge branch 'pr-51020' into lane/c3-memory-panel 2026-07-18 15:13:04 -07:00
Austin Pickett
ca0703feae
fix(cli): try bundled TUI before requiring ui-tui workspace (#67116)
_make_tui_argv() called _ensure_tui_workspace(tui_dir) unconditionally
before checking for a prebuilt bundle. That function sys.exit(1)s when
ui-tui/ doesn't exist, which it never does on a pip/pipx install — the
wheel ships hermes_cli/tui_dist/entry.js but never ships ui-tui/ at all
(that directory only exists in a git checkout).

Every dashboard Chat tab connection on a pip/pipx install therefore
hard-exited before ever reaching _find_bundled_tui(), surfacing as the
unhelpful "Chat unavailable: 1" banner despite having a fully valid
bundled entry.js on disk.

Move the bundled-wheel/HERMES_TUI_DIR shortcut ahead of the workspace
check. --dev is unaffected (it never uses the bundled path and still
requires the workspace), and the checkout-without-bundle path is
unaffected (bundled lookup returns None, falls through to the existing
git-restore/npm-install/build flow).

Adds a contributors/emails mapping for the original author.

Fixes #56665

Co-authored-by: lucaskvasirr <lucaskvasir@duck.com>
2026-07-18 17:17:25 -04:00
deusyu
3f84b7a163 feat: add /model --once one-turn model override (#29914)
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).
2026-07-18 14:01:56 -07:00
Teknium
2278f2cb7e fix(discord): harden reconnect message recovery
Route recovered messages through the live Discord ingress policy, preserve dedup and completion invariants, bound and retain the recovery ledger, and expose the opt-in config with docs and backup coverage.
2026-07-18 14:01:33 -07:00
Ayoub
5b44b65887 feat(dashboard): schema override for browser.headed toggle
Salvaged from PR #25653 by @Black0Fox0 — the config-key and env-wiring
halves of that PR landed via #67018; this carries the surviving dashboard
schema override so browser.headed renders as a labeled boolean toggle.
Description updated to reflect the merged cleanup-skip behavior.
2026-07-18 12:28:36 -07:00
teknium1
5988fe6cd5 fix: widen headed-mode gate to config, add browser.headed default, tests, docs
Follow-up to @vishnukool's #24064 salvage:
- cleanup skip now uses _is_headed_mode() (config browser.headed OR
  AGENT_BROWSER_HEADED env) instead of env-var-only, with env fallback
  if browser_tool import fails
- browser.headed added to DEFAULT_CONFIG (default false)
- 14 regression tests: resolution precedence, cleanup skip, --headed
  argv injection (local vs cloud), VM cleanup unaffected
- docs: Headed Mode section in browser.md
2026-07-18 10:07:46 -07:00
StellarisW
f57157a128 fix(gateway): recover Discord websocket and event-loop stalls
Replace REST-based Discord liveness probe with local WebSocket/heartbeat
state detection. REST success doesn't prove Gateway event delivery — a
half-closed WebSocket can leave Bot.start() alive while REST returns 200.
Now samples ready/open/ACK state and heartbeat latency; consecutive
unhealthy samples emit one retryable fatal code so GatewayRunner rebuilds
the adapter through the existing reconnect path.

Also fixes three lifecycle gaps in the recovery path:
1. asyncio.wait_for() can remain blocked if adapter cleanup swallows
   cancellation — now uses bounded asyncio.wait() with task detachment.
2. Multiplexed secondary-profile adapters had no profile-scoped reconnect
   owner — now uses one runner-owned reconnect slot per profile.
3. An in-flight turn could send its final text through the disconnected
   adapter after a replacement was registered — now resolves the live
   same-profile replacement for unsent final responses only (message IDs
   never migrate, edits/deletes stay on the old transport).

Adds an opt-in Linux/systemd event-loop watchdog (gateway.systemd_watchdog_seconds,
default 0) for the failure mode where the whole asyncio loop stops making
progress and no in-process liveness task can run. stdlib-only sd_notify,
Type=notify/WatchdogSec generation, READY/STOPPING lifecycle.

Co-authored-by: 王鑫 <wx.xw@bytedance.com>
2026-07-18 20:01:55 +05:30
kshitijk4poor
277eedefbe fix(review): surface respawn-storm env vars in config.yaml + docs
Follow-up to PR #66479 salvage. The three new env vars
(HERMES_LOCAL_STREAM_STALE_TIMEOUT, HERMES_GATEWAY_MAX_STARTS,
HERMES_GATEWAY_START_WINDOW_S) were introduced as bare env-var reads with no
config.yaml surface or documentation — violating the .env-is-for-secrets-only
policy (behavioral settings must live in config.yaml, bridged to env internally).

- config.yaml: add gateway.respawn_storm {max_starts, window_seconds} to
  DEFAULT_CONFIG, mirroring the existing restart_loop_guard pattern.
- gateway.py: read config.yaml first, env vars override as escape-hatch.
- environment-variables.md: document all three new env vars, noting the
  config.yaml alternative for the gateway ones.
- chat_completion_helpers.py: cross-reference the env-var docs from the
  local stale timeout comment.
2026-07-18 19:38:21 +05:30
Burke Autrey
d920954747 fix(gateway): launchd ThrottleInterval + portable respawn-storm circuit breaker
Re-applied against v0.18.2. Still unconditional KeepAlive <true/> with no
ThrottleInterval, and upstream's new restart_loop_guard only skips session
auto-resume (never throttles the boot), so the launchd respawn storm is
unguarded.

- launchd plist: add ThrottleInterval=30 + ExitTimeOut=25.
- status: record_start_and_check_storm — portable breaker (atomic gateway-starts.log,
  backs off when too many starts land in a window); run_gateway sleeps it before
  asyncio.run. Env HERMES_GATEWAY_MAX_STARTS (<=0 disables) / _START_WINDOW_S.
  Separate file from upstream's restart_loop.json — no collision.
- tests: breaker (threshold/prune/atomic) + plist throttle keys.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-18 19:38:21 +05:30
Siddharth Balyan
7668d289d6
Terminal-billing client hardening: shared wire types, wire-layer tests, dead RPC removal (#61067)
* refactor(shared): move terminal-billing wire types to @hermes/shared

The billing/subscription wire shapes (plus UsageBarData/UsageModelData,
which they reference) move verbatim from ui-tui/src/gatewayTypes.ts into
apps/shared/src/billing-types.ts so the desktop app can share the same
gateway contract. gatewayTypes.ts re-exports every moved name from the
new @hermes/shared/billing subpath, so no ui-tui consumer changes.

The subpath export keeps DOM-less ui-tui from pulling the barrel (whose
WebSocket helpers need the DOM lib). ui-tui also now declares its
@hermes/shared dependency explicitly instead of relying on workspace
hoisting.

* test(cli): pin nous_billing wire-layer status-to-exception mapping

The HTTP layer's error handling had zero coverage through _request:
only 2xx parsing and request shaping were tested, and the mapping cases
in test_remote_spending_gate_contract.py hit _raise_for_error directly.

Adds 19 tests driving _request via a monkeypatched urlopen: the
401-refresh-retry path (success, terminal plain/session_revoked,
idempotency-key preservation, base re-resolution), 403 variants through
the wire, 429/503 retry-after, non-JSON error bodies, 404/502
fallbacks, and URLError normalization.

Two behaviors are pinned as findings rather than fixed: a JSON-body
retryAfter hint is ignored unless the Retry-After header is present,
and a bare socket.timeout propagates uncaught (real urllib wraps
timeouts in URLError before this layer).

* fix(cli): normalize read-phase timeouts to the typed billing error

urlopen wraps connect-phase timeouts in URLError (already mapped to
network_error), but a timeout during resp.read() raises a bare
TimeoutError that escaped the typed-BillingError contract and reached
callers as an unhandled exception. Catch it narrowly and normalize.
The boundary test now asserts normalization instead of documenting the
leak.

* fix(shared): stop typing mutation success payloads as error payloads

BillingMutationResponse.payload was declared BillingErrorPayload, but on
ok:true the gateway passes through the raw NAS success body (rail,
changeType, cancelAtPeriodEnd, ...). The TUI never reads it so nothing
broke, but the shared contract now feeds the desktop app too — widen the
field deliberately and document both shapes.

* feat(shared): typed billing refusal and charge-failure unions

- BillingRefusalCode covers every code the gateway serializes today, with a
  (string & {}) arm so unknown future codes (the NAS W3 card-health family)
  stay assignable — consumers keep their unknown-code fallback.
- ChargeFailureReason models the four NAS terminal reasons plus the raw
  subscription_payment_intent_requires_action code NAS leaks pre-#711.
- billing.state now carries the server-derived can_change_plan the gateway
  emits; capability comments updated (canChangePlan is capability-based, not
  an OWNER/ADMIN role gate).

* feat(shared): closed Known* halves for the refusal and charge-failure unions

- KnownBillingRefusalCode / KnownChargeFailureReason are closed literal sets,
  so classification tables, copy maps and tests can be Record-exhaustive and
  break at compile time when a code is added but not mapped. The wire types
  keep the (string & {}) open arm for unknown future codes.
- Add network_error (client-originated transport code the gateway already
  serializes) to the known set.
- Export the union types from the root barrel alongside the other billing
  names.

* feat(shared): canonical billing refusal policy and charge-settlement driver

- billing-policy.ts: one exhaustive Record<KnownBillingRefusalCode,
  BillingRefusalPolicy> classifying every known code (recovery kind,
  mid-poll ambiguity, idempotency-key reuse) with a documented unknown-code
  fallback. Surfaces keep their own copy; the behavior classification now
  has a single home that breaks the build when a new code goes unmapped.
- charge-settlement.ts: the settlement poll state machine (2s cadence,
  5-minute cap, bounded retry-after backoff, ambiguous-on-revocation) as a
  pure dependency-injected driver returning a discriminated outcome.
- The TUI's pollCharge becomes a thin renderer over the shared driver —
  byte-identical output, and the desktop poller can now share the same
  machine instead of a drifting copy.
2026-07-18 07:05:58 -07:00
Teknium
d93c905808 fix: /browser connect times out when another app squats the CDP port
On Windows (and some Linux setups), an application like VS Code's
js-debug can hold 127.0.0.1:9222 while a Chromium browser launched
with --remote-debugging-port=9222 silently binds [::1]:9222 only.
The IPv4-only probe then (a) missed the live browser entirely and
(b) hung against the squatter — which accepts TCP but never answers
the /json/version HTTP probe — repeatedly, driving the whole connect
past the desktop GUI's RPC deadline:
'error: request timed out: browser.manage'.

Fix, applied to both the gateway browser.manage RPC and the CLI
/browser connect path via shared helpers in browser_connect.py:

- discover_local_cdp_url(): probe BOTH loopbacks (127.0.0.1 first,
  then [::1]) and adopt whichever actually speaks CDP.
- local_port_in_use() + find_free_debug_port(): when neither loopback
  speaks CDP but the port is held by another application, report the
  squatter explicitly and launch the debug browser on a nearby free
  port instead of fighting a bind conflict on 9222.
- Bound the gateway's post-launch wait to a 10s deadline (was up to
  20 unbounded probe cycles) so connect always answers inside the
  client RPC timeout.
- _wait_for_browser_debug_ready_or_exit() also probes dual-stack so a
  successful launch pushed onto [::1] is classified 'ready'.

Verified on a live Windows repro (VS Code holding 127.0.0.1:9222,
Chrome 148 on [::1]:9222): connect now resolves http://[::1]:9222
in ~4.5s instead of timing out.
2026-07-18 02:49:28 -07:00
teknium1
edfa4cd9b7 fix(cron): widen UTF-8 BOM tolerance to backup/curator jobs.json readers
Follow-up to the salvaged #66609 (4 primary readers) and #41604 (context
files): two more jobs.json readers rejected a BOM'd file —

- hermes_cli/backup.py _count_cron_jobs: a BOM made the count None,
  silently disabling the post-update cron-loss auto-restore safety net
- agent/curator_backup.py _backup_cron_jobs_into: BOM broke the job
  count (spurious parse_warning) and propagated the BOM into snapshots

Both now read utf-8-sig; curator snapshots are written BOM-free so
rollback restores a file load_jobs can read. AUTHOR_MAP entry added
for deacon-botdoctor.

Tests: BOM'd-live-file auto-restore + BOM'd snapshot count/BOM-free copy.
2026-07-18 02:31:20 -07:00
Paulo Nascimento
51e1fb8fb9 fix(cron): accept UTF-8 BOM when reading jobs.json
Windows Notepad and PowerShell 5.1 Set-Content -Encoding UTF8 write a
leading UTF-8 BOM. json.load under encoding=utf-8 raises
JSONDecodeError("Unexpected UTF-8 BOM"), and load_jobs wraps that as
RuntimeError("Cron database corrupted and unrepairable"), taking down
cron CRUD/scheduler for a hand-edited jobs.json.

Read with utf-8-sig on all four independent jobs.json readers
(load_jobs primary + strict=False repair, dump _cron_summary, status
Scheduled Jobs). Write path stays plain utf-8 so the next save_jobs
heals a BOM'd file. Matches the env-class dialect (#65123).

Tests: BOM load (crash repro), bomless regression, empty store,
BOM+bare-list auto-repair, BOM+control-char strict=False arm, dump and
status CLI readers.
2026-07-18 02:31:20 -07:00
Siddharth Balyan
b51fbc738b
feat(tui+cli): change your Nous plan from the terminal (/subscription, /topup, terminal-billing UX) (#51639)
* 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.
2026-07-18 14:30:24 +05:30
Clifford Garwood
3d9be27895 fix(delegate): declare stateless channel in one-shot and cron so delegate_task returns results
run_agent._dispatch_delegate_task forces background=True for every top-level
delegation, and async_delivery_supported() returns True for any session that
never binds the capability. On runners that cannot receive a completion after
their turn ends, that combination silently discards every subagent result: the
model gets a dispatch handle, ends its turn, and reports 'waiting for results'.

Two such runners never bind the capability:

* hermes -z (one-shot) prints one final response and exits. It bypasses cli.py,
  so nothing drains process_registry.completion_queue (only the interactive
  process_loop and the gateway watchers do).

* cron run_job clears the HERMES_SESSION_* routing keys, so a completion event
  carries session_key="" — _enrich_async_delegation_routing cannot resolve it
  and _inject_watch_notification drops it ("no routing metadata"). By then
  run_job has already shipped the job's final response via _deliver_result;
  there is no turn left to re-enter. Worse, get_current_session_key() can fall
  back to the ambient os.environ HERMES_SESSION_KEY, so a cron subagent's output
  can be routed into an unrelated user chat rather than merely dropped.

Add declare_stateless_channel() and bind it in both runners, routing
delegate_task to its existing inline/synchronous path — the same fallback the
stateless HTTP adapter already relies on, and the fix suggested in #63142. The
helper binds only the capability: set_session_vars() would also latch
_session_context_engaged, which a pure single-process one-shot must not trigger.

Also correct two agent-facing strings that hardcoded 'stateless HTTP API' as the
only channel without async delivery (delegate_tool, terminal_tool); they now name
the actual condition.

Repro (before): hermes -z 'Use delegate_task to spawn a subagent that replies
BANANA. Report its reply.' -> "Waiting for the subagent's response...", exit 0,
no BANANA. After: BANANA is returned in-turn.

Fixes #53027
Fixes #63142
2026-07-18 00:05:25 -07:00
brooklyn!
77a33111c7
Merge pull request #66470 from NousResearch/bb/picker-dialog-latency
perf: fast model picker + dialogs — config-load hot path, model.options off the reader thread, off-screen turns skip rendering
2026-07-18 00:58:29 -04:00
xxxigm
bf517f9301
fix(dashboard): keep custom themes visible after embedded chat starts (#60601)
* fix(dashboard): resolve dashboard-owned assets from the process launch home

Profile-scoped chat / ?profile= requests install a context-local
HERMES_HOME override, which made custom dashboard themes AND user
dashboard-plugin extensions disappear once the embedded /chat started
under a different profile than the dashboard process.

Add get_process_hermes_home() (sharing _hermes_home_from_env() with
get_hermes_home() so the two can't drift, and splitting the profile
fallback warning into _warn_profile_fallback_once()) and use it for both
the theme YAML scan and the user dashboard-plugin scan — machine-level
assets that belong to the server's launch home and must not follow a
transient per-request override.

Genuinely profile-scoped callers (memories/backups/checkpoints/provider
config) and the paired _merged_plugins_hub classification are left
untouched so they keep following the override.

* test(dashboard): cover process-home asset discovery under profile override

- get_process_hermes_home(): env set returns that path, unset falls back
  to the platform default, and an active context-local override is ignored.
- _discover_user_themes() and _discover_dashboard_plugins() keep returning
  launch-home assets while a profile override scopes the request elsewhere.
2026-07-18 00:34:54 -04:00
Austin Pickett
d59b79fadd
fix(model-picker): show exhausted-pool providers in interactive /model picker (#66584)
Salvages #66257 by @oppih (CI attribution check blocked the external
branch from merging).

When a provider's credential pool has entries but all are temporarily
rate-limited (exhausted), list_authenticated_providers() excluded the
provider from the interactive /model picker. Rate limits are per-model
for many providers (e.g. Google Gemini), so an exhausted key for
model-A may still work for model-B — the user should still be able to
select a different model under the same provider.

Adds a for_picker flag to list_authenticated_providers() that relaxes
the credential-pool availability check for the picker path only, falling
back to pool.has_credentials() when the pool has entries but none are
currently available. The runtime resolution path
(get_authenticated_provider_slugs) is unchanged, preserving the #45759
invariant that exhausted pools do not count as authenticated.

Co-authored-by: oppih <oppih@users.noreply.github.com>
2026-07-17 19:16:48 -04:00
Austin Pickett
5122ddd478
fix(cli): pass TUI Python env from dashboard chat (salvage #44797) (#66581)
* fix: pass TUI Python env from dashboard chat

* fix: share TUI Python env setup

* fix: preserve TUI Python path semantics

* chore: map contributor email for releases

---------

Co-authored-by: AI on behalf of Álvaro Sánchez-Mariscal <alvaro.sanchez-mariscal@oracle.com>
2026-07-17 23:04:33 +00:00
Gille
f29c28d6d0 docs(kanban): clarify unblock status routing 2026-07-17 15:47:39 -07:00