Commit graph

91 commits

Author SHA1 Message Date
robbyczgw-cla
ccdf171bcd fix(moa): contain failed reference details 2026-07-23 18:40:09 -07:00
oppenheimor
ca294d3e62 feat(moa): add reference model toggles 2026-07-23 18:11:57 -07:00
Ben Barclay
7857d8737c feat(dashboard-auth): RFC 8252 native desktop sign-in (system browser + PKCE, no webview/cookies)
The Desktop app can now sign in to a gated gateway using the user's SYSTEM
browser and OAuth 2.0 for Native Apps (RFC 8252) instead of an embedded
Electron BrowserWindow, and authenticates with bearer tokens it holds itself
instead of relying on HttpOnly browser session cookies.

Why brokered: the upstream IDP (Nous Portal) binds client_id to the gateway
instance and only permits redirect_uris on the gateway's own origin, so a
desktop loopback redirect can't be a direct Portal client. The gateway
therefore acts as the authorization server TO the desktop and an OAuth client
TO the Portal, reusing the existing PKCE start_login/complete_login provider
path unchanged.

Server (Ben's dashboard-auth lane):
- native_flow.py: in-memory broker — binds the desktop's PKCE challenge to a
  completed Session, mints a single-use, short-TTL, PKCE-verified gateway
  authorization code. Constant-time compare, single-use (consumed before the
  PKCE check so a wrong verifier can't be retried), capacity-bounded.
- routes.py: GET /auth/native/authorize (starts the brokered PKCE login,
  loopback-only redirect_uri, S256-only), POST /auth/native/token (loopback
  code + verifier -> tokens in the JSON body, never Set-Cookie), POST
  /auth/native/refresh (desktop-held RT rotation). /auth/callback branches to
  mint a loopback code + 302 to 127.0.0.1 when a broker_state rides the PKCE
  cookie; the cookie/SPA path is untouched.
- middleware.py: the gate accepts Authorization: Bearer <access_token>,
  verified via the same verify_session provider stack (no cookie set/read),
  with the same "provider unreachable -> 503, not logout" semantics.
- web_server.py /api/status: advertise auth_flows (["cookie","native_pkce"])
  so clients can detect the capability; native_pkce only when a brokerable
  OAuth provider is registered.

Desktop (Ben's lane):
- native-oauth.ts: pure PKCE/capability/URL/callback/token helpers.
- native-oauth-login.ts: loopback-listener orchestration (system browser via
  openExternal, ephemeral 127.0.0.1 listener, state/PKCE verification), all
  I/O injected for testability.
- main.ts: capability-gated oauth-login IPC — native flow when advertised,
  automatic fallback to the existing embedded-webview cookie flow otherwise;
  tokens stored encrypted (safeStorage/OS keychain), REST + ws-ticket
  authenticated by bearer, transparent refresh, logout clears both shapes.

Tests: 18 server pytest (broker unit + full authorize->callback->token E2E +
cookieless bearer auth of a gated route + ws-ticket mint + capability
advertisement + refresh); desktop node --test/vitest for both pure modules
(PKCE, capability detection, callback CSRF, loopback round trip, timeout,
browser-open failure). Electron project typechecks clean.

Docs: website/docs/guides/desktop-native-signin.md.
2026-07-22 06:50:50 -07:00
Ben Barclay
05dea7be04 fix(mcp): complete OAuth through hosted dashboards 2026-07-17 04:50:47 -07:00
Shannon Sands
3ffd8b3da0 fix(dashboard): persist Discord toolsets to Discord platform 2026-07-16 00:20:33 -07:00
Siddharth Balyan
e0e7cfa673
fix(dashboard): add HTTP MCP authentication (#65146) 2026-07-16 00:02:09 +05:30
Teknium
fcdc10a0f3 fix(moa): reject half-filled MoA saves at the API boundary and hold desktop autosave until slots are complete
Follow-up hardening on top of #64158 (@DavidMetcalfe):

Backend (the root-cause fix):
- hermes_cli/moa_config.py: add validate_moa_payload() — strict write-time
  counterpart to the deliberately tolerant normalize_moa_config(). Flags
  half-filled slots, empty reference lists, recursive moa slots, naming the
  exact preset/slot.
- hermes_cli/web_server.py: PUT /api/model/moa validates before normalizing
  and returns 422 with the specific problems instead of silently swapping the
  user's preset for hardcoded defaults (#64156). Also declares
  fanout / reference_max_tokens / reasoning_effort on the Pydantic payload so
  client round-trips no longer erase hand-set values.

Desktop:
- Replace sanitize-then-send with hold-while-incomplete: the debounced
  autosave is deferred (not repaired) while any slot is half-filled, and
  flushes once the model pick completes the edit. Mid-edit UI state is never
  repainted by a save response (generation guard covers held edits too).
- updateMoaSlot only clears the model when the provider actually changed.
- Explicit preset ops (set default / add / delete) cancel the pending
  autosave and invalidate in-flight responses so the two writers can't race.
- Stable row keys (preset+index) so mid-edit rows don't remount; cleared
  model shows the 'Model' placeholder instead of vanishing.

Both TS clients' MoaConfigResponse types now declare the round-tripped
fields (fanout, reference_max_tokens, reasoning_effort).

Tests: 12 new backend unit tests (validate_moa_payload contract incl.
validate/normalize agreement), 3 new web_server endpoint tests (422 on
half-filled ref/aggregator, fanout round-trip), 3 new desktop vitest cases
(autosave held while half-filled, flush on completion, same-provider
reselect no-op). E2E validated against a live TestClient with isolated
HERMES_HOME: bug sequence now 422s with config untouched.

Fixes #64156
2026-07-15 09:50:08 -07:00
Shannon Sands
b51d365ef0 feat(dashboard): add session import flow 2026-07-13 15:41:00 +05:30
Shannon Sands
3e24b16f56 fix(dashboard): support mobile OAuth login 2026-07-09 12:21:16 +05:30
Shannon Sands
4f620a0bbc Add WhatsApp dashboard pairing flow 2026-07-07 17:45:51 -07:00
Shannon Sands
543f069093 Fix dashboard chat model profile scoping 2026-07-07 17:44:44 -07:00
Shannon Sands
4b184cbe54 Add dashboard memory provider switching 2026-07-07 17:27:54 -07:00
Ronald Reis
37a4cf9000 fix: limit desktop model pickers to explicit providers 2026-07-07 15:12:54 -07:00
helix4u
830165473e fix(web): refresh dashboard model picker 2026-07-06 13:09:05 -07:00
Ben
1c75e7c9d8 feat(dashboard): list & add arbitrary custom .env keys on the Keys page
The Keys page only rendered env vars present in a catalog (OPTIONAL_ENV_VARS
or the provider catalog); any other key a user set in .env was invisible, and
there was no way to add an arbitrary env var from the GUI (e.g. to inject a
var a skill or MCP server needs).

Backend: GET /api/env now also emits a row for every on-disk .env key that
isn't in any catalog, flagged category="custom" + custom=true and
password-masked (an unrecognised key could hold anything, so it's redacted and
reveal-gated like any secret). Channel-managed credentials stay excluded. The
write (PUT /api/env) and reveal (POST /api/env/reveal) paths already handle
arbitrary keys, with the existing env-name guard + denylist (PATH, LD_PRELOAD,
PYTHONPATH, …) enforced server-side — no new write surface.

Frontend: a new "Custom Keys" section lists those custom rows and carries an
add-a-key form (client-side name validation mirroring the backend regex; the
new row reuses the normal edit/save flow, so on save it round-trips back from
the backend as a durable custom row). i18n added for en + zh + types.

Tests: behavior-contract coverage that an unknown .env key surfaces as a
masked custom row and a catalogued key does not — verified to fail on the
pre-fix backend.
2026-06-28 22:53:56 -07:00
Shannon Sands
476875acb9 Add dashboard backup upload and download 2026-06-28 22:35:09 -07:00
Brooklyn Nicholson
e9b95dfd19 fix(docker): include apps/shared in dashboard image build
The shared websocket package is a web file: dependency but was excluded
by .dockerignore and never copied into the Docker build context. Also fix
tsc -b errors: expose buildWsUrl on api and drop the GatewayClient state
getter that conflicted with the shared base class.
2026-06-28 21:43:56 -05:00
Brooklyn Nicholson
dfb561a3ae refactor(desktop+dashboard): extract shared WebSocket/JSON-RPC layer
The Electron desktop app and the web dashboard each carried their own
copy of the tui_gateway JSON-RPC WebSocket client plus near-identical
auth'd WS-URL construction. The dashboard's copy was the historical
source of the "is the dashboard required to run the desktop app?"
confusion, since the two surfaces looked coupled.

Consolidate the genuinely shared transport into the existing
framework-agnostic `@hermes/shared` package so both surfaces consume it
independently — neither app depends on the other:

- Move `resolveGatewayWsUrl` + `GatewayReauthRequiredError` (single-use
  OAuth ticket re-mint vs long-lived token fallback) into
  `@hermes/shared`; desktop now imports them directly.
- Add `buildHermesWebSocketUrl`, one base-path/scheme/auth-aware URL
  builder, and route every dashboard WS endpoint through it
  (`/api/ws`, `/api/events`, `/api/pty`, plugin WS URLs).
- Reduce the dashboard `GatewayClient` to a thin subclass of the shared
  `JsonRpcGatewayClient`, deleting ~210 lines of duplicated pending-call
  /event-dispatch/connect plumbing while keeping its dashboard-specific
  ticket-vs-token auth selection.
- Drop the stale "start it with --tui" chat banner, which implied the
  dashboard flag was required.

Behavior is preserved on both surfaces; the dashboard additionally
inherits the shared client's 15s connect timeout (previously
desktop-only), so a hung connect now fails fast instead of pinning the
composer in "connecting".
2026-06-28 21:20:35 -05:00
Versun
c655cdf2c1 feat(dashboard): expose cron job execution fields 2026-06-27 03:20:32 -07:00
Teknium
c6575df927
feat(moa): expose MoA presets as selectable virtual models (#46081)
* feat(moa): expose MoA presets as selectable virtual models

Reconstructed onto current main (PR #46081's base had diverged with no common
ancestor, marking the PR dirty so CI never dispatched). MoA is now a virtual
provider: each named preset is a selectable model under provider 'moa', and the
preset's aggregator is the acting model that answers and calls tools.

Reference models fan out in parallel via a bounded ThreadPoolExecutor (the same
batch pattern delegate_task uses) — all references dispatched at once, collected
when every one finishes, then handed to the aggregator. Output order is
preserved, failures and the MoA-recursion guard stay isolated per reference.

- Removed the old mixture_of_agents model tool and moa toolset.
- Added moa as a virtual provider in the provider/model inventory.
- /moa is shortcut behavior over model selection (default preset / named preset
  / one-shot prompt).
- Dashboard + Desktop manage named presets; presets appear in model pickers.
- Parallel reference fan-out in agent/moa_loop.py with regression test.

* fix(moa): thread moa_config through _run_agent to _run_agent_inner

The reconstructed gateway MoA wiring declared moa_config on _run_agent (the
profile-scoping wrapper) and used it inside _run_agent_inner, but the wrapper
never forwarded it — _run_agent_inner had no such parameter, so the runtime hit
NameError: name 'moa_config' is not defined on the compression-failure session
sync path. Add moa_config to _run_agent_inner's signature and forward it from
both wrapper call sites (multiplex and non-multiplex). Caught by
tests/gateway/test_compression_failure_session_sync.py on CI shard test(4).

* fix(moa): classify moa as a virtual provider in the catalog

The moa virtual provider has no PROVIDER_REGISTRY/ProviderProfile entry, so
provider_catalog() fell through to the default auth_type="api_key" with no
env vars — tripping two catalog invariants:
  - test_provider_catalog: api_key providers must expose a credential env var
  - test_provider_parity: every hermes-model provider must be desktop-configurable

moa already declares auth_type="virtual" in HERMES_OVERLAYS; consult that
overlay as an auth_type fallback so the catalog reports moa as virtual (no real
credential, no network endpoint). Exempt virtual providers from the desktop
parity union check the same way 'custom' is exempt — derived from the catalog,
not a hardcoded slug, so future virtual providers are covered too.
2026-06-25 13:52:06 -07:00
Shannon Sands
b9b4756ab4 fix dashboard chat session titles 2026-06-21 22:44:02 -07:00
Teknium
0d7abd555c
fix(dashboard): sort chat session switcher by most-recent activity (#49104)
The Chat-tab session switcher rendered rows in the API's default
order="created" (original start time) while each row displays
last_active — so a session you just messaged in could sit below an
older one, and the list looked unsorted against its own timestamps.

Pass order="recent" from ChatSessionList so the switcher sorts by
latest activity across the compression chain (most-recently-used at
top, ChatGPT-style; long conversations that auto-compressed into a new
continuation id stay on the first page). Adds an optional, defaulted
`order` arg to api.getSessions; the paginated Sessions page keeps the
stable created order.
2026-06-19 07:58:56 -07:00
Shannon Sands
d9190491a6 Add Slack setup hints and field validation 2026-06-19 12:16:23 +05:30
Teknium
c37fdec2d9
feat(dashboard): surface full per-MCP catalog detail; fix pip-install doc (#48520)
The dashboard MCP catalog only showed name/description/transport and a
non-clickable source. Users couldn't see what an entry connects to or runs
before installing — the exact detail the docs trust model tells them to vet.

- /api/mcp/catalog now returns transport target (url, or command+args),
  auth_type, git install source/ref + bootstrap commands, default-enabled
  tool hint, and post-install guidance per entry.
- McpPage renders the endpoint URL (http) or command+args (stdio), the git
  install source/ref, a collapsible bootstrap-commands list, setup notes,
  and the source as a clickable link when it's a URL.
- Docs: drop the 'uv pip install -e .[mcp]' quick-start step (Hermes does
  not support pip installs; MCP ships with the standard install) and note
  the dashboard now surfaces this detail.
- Strengthen the catalog endpoint test to assert the new inspection fields.
2026-06-18 09:40:56 -07:00
Ben Barclay
c661634537
fix(dashboard): stream file uploads via multipart instead of base64 JSON (NS-501) (#47663)
* fix(dashboard): stream file uploads via multipart instead of base64 JSON

The dashboard file manager uploaded files (including backup/restore zip
archives) by reading them client-side with FileReader.readAsDataURL and
POSTing a base64 data URL inside a JSON body to /api/files/upload. For a
large backup this (a) inflates the payload ~33%, (b) buffers the whole
file plus its decoded copy in memory, and (c) reliably trips an upstream
proxy body-size/timeout limit, surfacing as a 502 with the upload
appearing to hang indefinitely (NS-501). Dashboard-only hosted users have
no shell fallback to place the archive, so backup restore was unusable.

Add a streaming multipart endpoint POST /api/files/upload-stream
(UploadFile + Form) that reads the request body in 1 MiB chunks straight
to a sibling temp file, enforces the existing 100 MB size cap as it
streams (413 on overflow, before buffering the whole file), and
atomically renames into place so a partial/aborted/over-limit upload
never clobbers an existing file. The frontend api.uploadFile now sends
multipart/form-data (raw bytes, no base64, browser-set boundary) and
FilesPage passes the File object directly; the dead readAsDataUrl helper
is removed. The legacy base64 JSON endpoint stays for backward compat.

FastAPI's UploadFile/Form require python-multipart, which is NOT pulled in
by fastapi itself, so it is added to the base deps, the [web] extra, and
the tool.dashboard lazy-install set (kept in sync).

Validated: 5 new endpoint tests (roundtrip, multi-chunk >1 MiB,
over-limit 413 without clobbering + no temp-file leak, overwrite=false
conflict, forced-root traversal containment); existing base64 tests still
pass; web typecheck + vite build clean; and a real uvicorn server E2E
(5 MB multipart upload -> HTTP 200 in 0.21s, exact byte match) plus a
30 MB TestClient roundtrip confirm constant-memory streaming end to end.

Reported via beta (NS-501).

* build(deps): regenerate uv.lock for python-multipart (NS-501)

CI ran uv lock --check / uv sync --locked which failed because the
python-multipart dependency add was not reflected in uv.lock. Regenerate
the lockfile (resolves to 0.0.20, matching the [web] extra pin) after
merging current main.
2026-06-18 15:54:32 +10:00
Shannon Sands
674e8b098a Fix dashboard gateway profile scoping 2026-06-17 05:40:57 -07:00
Shannon Sands
0b6b29a30c Hide hosted dashboard update controls 2026-06-15 20:08:39 -07:00
WompaJango
28bf8fb47d feat(dashboard): clone profiles from any source 2026-06-13 07:33:58 -07:00
Teknium
62b4618e9a
fix(dashboard): scope sessions and analytics to selected profile (#45598) 2026-06-13 05:42:38 -07:00
Teknium
88dbf95105
fix(dashboard): profile-scope Channels endpoints and seed per-profile .env (#44792)
Two halves of the same community report (dashboard Profile Builder):

1. A fresh dashboard/CLI-created profile got no .env file unless cloned,
   so it silently inherited API keys and messaging tokens from the shell
   environment / root install. create_profile() now seeds a placeholder
   .env (0600) for non-clone profiles, matching the SOUL.md seeding.

2. The Channels endpoints (/api/messaging/platforms GET/PUT/test) were
   not profile-scoped: they read/wrote the dashboard process's own .env
   via load_env()/save_env_value() regardless of the global profile
   switcher. They now accept the standard optional profile param (body
   beats query on the PUT, matching other scoped writes) and run inside
   _profile_scope(). When scoped, the payload no longer falls back to
   os.environ or load_gateway_config()'s env-override layer — both carry
   the ROOT install's credentials and would misreport them as the
   profile's. /api/messaging/platforms added to PROFILE_SCOPED_PREFIXES
   so the sidebar switcher scopes the Channels page automatically.
2026-06-12 02:09:28 -07:00
Austin Pickett
021ed69141
docs: finish Automation Blueprints terminology rebrand (#44470)
* docs: finish Automation Blueprints terminology rebrand

Replace leftover "Automation Templates" wording from the Cron Recipes
rebrand, rename the copy-paste cookbook guide to Automation Recipes, and
point the marketing gallery link at the blueprints catalog.

Co-authored-by: Cursor <cursoragent@cursor.com>

* docs: use Automation Blueprints instead of Recipes in guide

Rename the cookbook guide from automation-recipes to
automation-blueprints so sidebar and copy match the product term.

Co-authored-by: Cursor <cursoragent@cursor.com>

* docs: rename automation-blueprints-catalog to automation-blueprints

Drop the -catalog suffix from the reference page slug and title, and
move the copy-paste cookbook to automation-blueprint-examples so the
main Automation Blueprints doc is unambiguous.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Revert "docs: rename automation-blueprints-catalog to automation-blueprints"

This reverts commit 605f1eeab5.

---------

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-11 17:22:22 -04:00
Teknium
cb29e8a82e refactor(cron): rebrand Cron Recipes -> Automation Blueprints
Product rename across every surface: module/file names (blueprint_catalog,
tools/blueprints, blueprint_cmd), slash command /cron-recipe -> /blueprint
(alias /bp), dashboard API /api/cron/blueprints, desktop deep-link
hermes://blueprint/<key>, docs catalog page + extract script, and the
skill frontmatter block metadata.hermes.blueprint. No behavior change.
2026-06-11 10:49:47 -07:00
Teknium
e8b757845d fix(cron-recipes): pre-release hardening — honest cadences, strict slot names, surface-aware UX
Review fixes for the Cron Recipes stack before release:

- hydration-move: */90 in the cron minute field silently wraps to hourly
  (croniter-verified) — 90/120-minute options never fired at their stated
  cadence. Replaced with an hour-field step (0 9-17/2 * * 1-5) and an
  interval_hours slot whose options (1/2/3h) all fire as labeled.
- fill_recipe: reject unknown slot names. A typo'd 'tiem=07:15' used to
  silently create the job at the 08:00 default; now it 422s on the dashboard
  form and errors on the slash/deep-link paths with the valid slot list.
- deliver slot: non-strict enum (options are suggestions, scheduler
  validates downstream) so slack/whatsapp/etc. users aren't locked out;
  GET /api/cron/recipes rewrites its options from cron_delivery_targets()
  so the dashboard form only offers configured platforms; help text no
  longer claims dashboard-created jobs deliver to 'the chat you set this
  up from' (the endpoint strips origin — they go to the home channel).
- gateway: success/accept messages no longer point at /cron (cli_only);
  surface-aware hint instead. Conversational fill now sends the
  'Setting up X — I'll ask you a couple of things…' ack before the agent
  turn, matching the CLI experience.
- important-mail catalog entry: reference the urgency classifier by module
  path (python3 -m cron.scripts.classify_items) instead of baking an
  absolute host path into the job prompt — stale after relocation and
  nonexistent on remote terminal backends. cron/scripts is now a real
  package and ships in the wheel (pyproject packages.find).
- export_recipe: interval schedules round-trip again — parse_schedule
  stores 'minutes' but the renderer only read 'seconds', so every interval
  job exported as the silent '0 9 * * *' fallback.
- skills_hub install: say so when a recipe suggestion is dropped
  (latched dedup or pending cap) instead of printing nothing.

Targeted tests: 58 cron/recipe + 261 web_server pass; E2E-validated all
14 recipes fill+parse, hydration cadences via croniter, typo rejection on
slash + endpoint paths, surface-aware hints, and interval export round-trip.
2026-06-11 10:49:47 -07:00
teknium1
1593ca5406 feat(cron): Cron Recipes — parameterized automation templates across every surface
A 'recipe' is a one-place definition of an automation that every surface
renders natively. The slot schema (cron/recipe_catalog.py) is the single
source of truth; four renderers consume it, and all paths end at the same
cron.jobs.create_job — no second job engine.

Form where there's a screen, conversation where there's a chat line:
- Dashboard / GUI app: a Recipes sub-tab on the Cron page renders each
  recipe's typed slots as a form (time-picker, enum dropdown, free-text);
  submit POSTs /api/cron/recipes/instantiate which fills + creates the job.
- CLI / TUI / messengers: /cron-recipe lists the catalog, shows a recipe's
  fields, or fills + creates from a pasted 'key slot=val' command. The shared
  handler (hermes_cli/cron_recipe_cmd.py) names any missing/invalid slot so
  the agent can ask a targeted follow-up.
- Docs: a generated Cron Recipes catalog page (website, .mdx + React cards)
  shows each recipe with a copy-paste command and a 'Send to App' button.
- Desktop: a hermes:// URL scheme (Electron single-instance lock +
  setAsDefaultProtocolClient + open-url/second-instance) routes
  hermes://cron-recipe/<key>?slot=val into the chat composer pre-filled.

Typed slots (time/enum/text/weekdays) with defaults: users never type raw
cron — recipes parameterize time-of-day and weekday sets and translate to
cron expressions; a free-text 'schedule' slot is the full-flexibility escape
hatch. Consent-first throughout: nothing schedules without an explicit submit
or send.

Core:
- cron/recipe_catalog.py — CronRecipe + RecipeSlot, 5 curated recipes,
  recipe_form_schema / recipe_slash_command / recipe_deeplink /
  recipe_catalog_entry renderers, fill_recipe (validate + translate to
  create_job kwargs).
- hermes_cli/cron_recipe_cmd.py — shared /cron-recipe handler (CLI + TUI +
  gateway never drift). CommandDef + dispatch in commands.py / cli.py /
  gateway/run.py.

Dashboard: GET /api/cron/recipes + POST /api/cron/recipes/instantiate
(web_server.py), CronRecipes.tsx gallery+form, Segmented sub-tab on CronPage,
api.ts methods + types.

Desktop: hermes:// scheme end to end (main.cjs deep-link router + ready-queue,
preload onDeepLink/signalDeepLinkReady, global.d.ts types, desktop-controller
composer prefill, electron-builder protocols key).

Docs: extract-cron-recipes.py generator wired into prebuild.mjs,
cron-recipes-catalog.mdx + CronRecipesCatalog React component, sidebar entry.
Generated index json gitignored like skills.json.

Tests: 23 core (catalog/slots/schedule-resolution/validation/renderers/command
handler/generator) + 5 web_server endpoint tests. E2E verified end to end:
slot fill -> create_job -> persisted job with correct schedule/deliver/origin.
2026-06-11 10:49:47 -07:00
Teknium
c7bfc938d5
fix(dashboard): Config page header shows the switched profile's config.yaml path (#44374)
The Config page read config_path from /api/status, which is machine-global
and always reports the profile the dashboard process was started under.
After switching profiles with the global switcher, the header kept showing
the old profile's path (e.g. /root/.hermes/profiles/worker_1/config.yaml)
even though reads/writes correctly targeted the new profile.

Fix: /api/config/raw now returns the resolved path alongside the YAML
(resolved inside _profile_scope, so it follows ?profile=). ConfigPage
prefers that scoped path and only falls back to /api/status for old
servers. ProfileKeyedRoutes already remounts the page on switch, so the
header refreshes immediately.
2026-06-11 09:46:15 -07:00
Teknium
a09343cc96
feat(dashboard): SKILL.md editor on Skills page + attach-skill selector in cron modals (#44231)
Headless/VPS users (dashboard-over-Tailscale, no comfortable SSH) could
list/toggle/install skills and create/edit cron jobs, but not author a
custom skill or link one to a cron job — the UI set WHEN a job runs, but
not WHICH skill it uses.

- Skills page: 'New skill' button + per-row edit pencil open a SKILL.md
  editor dialog (frontmatter + body, server-side validation via the same
  _create_skill/_edit_skill path as the agent's skill_manage tool).
- New endpoints: GET /api/skills/content, POST /api/skills,
  PUT /api/skills/content — all profile-scoped via _profile_scope(),
  which now also retargets tools.skill_manager_tool's import-time
  SKILLS_DIR binding.
- Cron page: skills multi-select in both create and edit modals (parity
  with hermes cron --skill / edit --add-skill); CronJobCreate gains a
  skills field; job cards show an attached-skills badge. update_job
  already accepted skills in updates.
- Tests: 17 new endpoint tests (content read, create/edit validation +
  profile scoping + auth gate, cron skills round-trip).
2026-06-11 06:10:27 -07:00
Teknium
9c16ca8790
fix(dashboard): normalize model assignments + confirm-modal for backup import (#44237)
Two beta-reported dashboard bugs:

1. Models page: 'Use as -> Main model' on an analytics card sends
   entry.provider, which falls back to the model's VENDOR prefix
   (modelVendor('anthropic/claude-opus-4.6') == 'anthropic') when the
   session row has no billing_provider. That persisted
   provider: anthropic + default: anthropic/claude-opus-4.6 — a
   vendor-prefixed OpenRouter slug on the NATIVE Anthropic provider.
   New sessions then 400 against api.anthropic.com and the user reads
   it as 'changing models does nothing'. Unknown vendors (moonshotai,
   poolside, ...) were worse: a provider that can never resolve
   credentials.

   Fix: _normalize_main_model_assignment() at the single write
   chokepoint — maps non-provider vendor names back to the user's
   current aggregator (else openrouter), and runs the model through
   normalize_model_for_provider() so the persisted name matches the
   target provider's API format. Wired into both /api/model/set and
   the profile-scoped _write_profile_model.

2. System page: 'Restore from backup' spawns hermes import with
   stdin=DEVNULL, so the CLI's interactive 'Continue? [y/N]' overwrite
   prompt hits EOF and auto-aborts whenever a config already exists
   (always, when the dashboard is running). Fix: ConfirmDialog in the
   dashboard owns the consent, then the endpoint passes --force so the
   restore runs non-interactively.

Validated live: dashboard on a temp HERMES_HOME, repro'd both failure
modes pre-fix (vendor-slug write verified via config.yaml + tui
session.create; import 'Aborted.' in action-import.log), then verified
post-fix (normalized writes, modal -> --force -> restored marker file).
2026-06-11 05:07:58 -07:00
Teknium
875aa8f162
feat(dashboard): unify multi-profile management — one machine dashboard, global profile switcher (#44007)
* feat(dashboard): unify multi-profile management — one machine dashboard, global profile switcher

The dashboard becomes a machine-level management surface with one
write-target selector, replacing per-profile dashboard fragmentation.

Backend:
- profile param (query or body) on /api/config (get/put/raw), /api/env
  (get/put/delete/reveal), /api/mcp/servers (list/add/remove/test/enabled),
  /api/mcp/catalog (list/install), /api/model/info, /api/model/set —
  all scoped through the existing _profile_scope() context manager
- model/set restructured: expensive-model warning (await) runs before the
  scope; the config write runs sync inside the scope in a worker thread
- MCP catalog installs + git-bootstrap entries spawn 'hermes -p <profile>'
- chat PTY: ?profile= on /api/pty points the child's HERMES_HOME at the
  profile dir (its own gateway subprocess, config/skills/memory/state.db
  all profile-bound); in-process gateway attach skipped when scoped

CLI launch unification:
- '<profile> dashboard' routes to the machine dashboard: attach (open
  browser at ?profile=) when one is listening, else re-exec pinned to the
  default profile with --open-profile preselecting the launcher
- --isolated preserves the old dedicated per-profile server behavior
- start_server(initial_profile=...) appends ?profile= to the auto-open URL

Frontend:
- ProfileProvider + sidebar ProfileSwitcher: ONE global selector, URL-
  persisted (?profile=), mirrored into fetchJSON which auto-appends the
  param to the scoped endpoint families (explicit params win)
- app-wide amber banner names the managed profile
- SkillsPage's page-local selector (from the skills-scoping PR) folded
  into the global context — single source of truth
- ChatPage threads the scope into the PTY WS URL; switching profiles
  remounts the terminal into a fresh scoped session

Omitted profile keeps legacy behavior everywhere.

* docs(dashboard): document machine-level multi-profile management

- web-dashboard.md: 'Managing multiple profiles' section (switcher, URL
  deep-links, unified launch, --isolated, scoped Chat, what stays
  per-profile) + --isolated in the options table
- profiles.md: 'From the dashboard' subsection + set-as-active vs
  switcher clarification
- cli-commands.md: --isolated flag + profile-alias launch example

* fix(dashboard): address profile-unification review findings

Review findings (dev review on PR #44007):

1. HIGH — stale page state on profile switch: pages load data on mount
   and didn't consume the profile scope, so a page opened under profile A
   kept showing A's state while writes silently targeted the newly
   selected B. Fixed structurally: ProfileKeyedRoutes wraps the routed
   page tree and keys it by the selected profile, remounting every page
   (fresh state + refetch) on switch. ChatPage keeps its own remount
   (channel keyed on scopedProfile).

2. HIGH — /api/model/auxiliary read was unscoped while /api/model/set
   wrote scoped (Models page could show default's aux pins while editing
   worker's). Endpoint now takes profile + _profile_scope, added to
   PROFILE_SCOPED_PREFIXES, HTTPException re-raise so ghost profiles 404
   instead of 500. Regression test asserts read/write symmetry with
   differing worker/default aux config.

3. MEDIUM — tools post-setup spawned unscoped from the profile-aware
   drawer. Now spawns 'hermes -p <profile> tools post-setup <key>'
   (same mechanism as hub installs); drawer threads its profile prop.
   Most hooks install machine-level artifacts where the scope is inert,
   but hooks reading config/env now see the drawer's HERMES_HOME.

4. LOW — ty warnings: env Optional asserts before subscript/membership,
   fastapi import replaced with web_server.HTTPException re-use.

298 tests green across the four affected suites; tsc -b + vite build
green; aux scoping E2E-verified with real imports.

* fix(dashboard): address second profile-unification review (gille)

1. BLOCKER — profile scope dropped on sidebar navigation: ProfileProvider
   derived the selection from the current URL, and nav links are bare
   paths, so clicking Config from /skills?profile=worker silently reset
   the write target. State is now the source of truth; an effect
   re-asserts ?profile= onto the new location after every navigation
   (URL stays a synchronized projection for deep links/refresh), and an
   incoming URL param (e.g. 'Manage skills & tools' links) still wins.

2. BLOCKER — /api/model/options unscoped while model/set wrote scoped:
   the picker context (current model/provider, custom providers,
   per-profile .env auth state) now loads inside _profile_scope; added
   to PROFILE_SCOPED_PREFIXES. Test: a worker-only current-model pin
   appears in the scoped payload and not the unscoped one.

3. BLOCKER — MCP test-server probe escaped the scope after the config
   read: the probe now re-enters _profile_scope inside the worker thread
   so env-placeholder expansion resolves against the selected profile's
   .env. Known limit (documented): the probe's dedicated MCP event-loop
   thread doesn't inherit the contextvar (OAuth token paths). Test
   asserts get_hermes_home() inside the probe == the worker profile dir.

4. BLOCKER — broad excepts swallowed unknown-profile 404s: /api/model/info
   degraded to 200-with-empty-model-info and /api/mcp/catalog to a
   silently-empty catalog. Both re-raise HTTPException; 404 regression
   tests added for info/options/catalog.

Polish: scope banner clears the fixed mobile header (mt-14 lg:mt-0);
--open-profile hidden via argparse.SUPPRESS (internal re-exec flag);
attach-path test now asserts the opened ?profile= URL.

(Stale-page-state + /api/model/auxiliary findings from this review were
already fixed in 92bcd1568 — the review ran against e600f6951.)

35 tests in the two new suites + 274 in the adjacent ones, all green;
tsc -b + vite build green; scoping E2E-verified with real imports.

* docs(dashboard)+fix: self-review pass — Profiles page section, REST profile-param tip, body-beats-query precedence

Docs:
- web-dashboard.md: add the missing 'Profiles' subsection to Pages
  (cards, create/builder, manage-skills jump, set-as-active vs switcher
  distinction, editors); REST API section gets a profile-scoped-endpoints
  tip documenting ?profile= / body profile / 404 semantics / /api/pty
- (profiles.md + cli-commands.md were already updated in e600f6951)

Precedence fix: scoped endpoints taking BOTH a query param and a body
field now resolve body.profile first. The SPA's fetchJSON injects the
query param from the GLOBAL switcher; an explicit body.profile (e.g.
Profile Builder flows writing into a specific new profile) is the more
specific intent and must not be overridden by whatever the sidebar
happens to be set to. Matches the documented 'explicit beats global'
contract in api.ts.

Verified: 304 tests green across the four suites; tsc -b + vite build
green; docusaurus build green (only pre-existing broken-link warnings,
none from this PR's pages).
2026-06-11 03:29:33 -07:00
Shannon Sands
fa7f24e898 Enable webhooks from dashboard page 2026-06-10 22:55:06 -07:00
Teknium
914befa9aa feat(dashboard): profile-scoped skills & toolsets management
'Set as active' on the Profiles page only flips the sticky active_profile
file (future CLI/gateway runs) — it never retargets the running dashboard
process. The skills/toolsets endpoints called bare load_config()/
save_config(), so after 'activating' a profile in the web UI, deactivating
a skill silently wrote into the dashboard's own profile and the activated
profile was untouched.

Backend:
- _profile_scope() context manager on the skills/toolsets endpoints:
  context-local HERMES_HOME override for call-time config resolution +
  cron-style locked swap of tools.skills_tool's import-time SKILLS_DIR
- profile param on /api/skills, /api/skills/toggle, /api/tools/toolsets*
  (list/toggle/config/provider/env), hub sources/search installed-state
- hub install/uninstall/update spawn 'hermes -p <profile> skills ...' so
  the child rebinds skills_hub.SKILLS_DIR at import (the override cannot
  reach import-time globals); profile validated -> 404/400 before spawn

Frontend:
- Skills page: profile selector (deep-linkable /skills?profile=<name>),
  amber banner naming the managed profile, threaded through skill toggles,
  toolset drawer, and hub browser
- Profiles page: 'Manage skills & tools' action per card; 'Set as active'
  toast now says it applies to new CLI/gateway runs only

Omitted profile keeps legacy behavior (dashboard's own profile).
2026-06-10 20:34:53 -07:00
Shannon Sands
6fe4821926 Add dashboard file browser paths 2026-06-10 09:53:12 -07:00
Teknium
d986bb0c6d
feat(dashboard): full-featured profile builder (model + skills + MCPs) (#39084)
* feat(profiles): extend create endpoint for full profile-builder (model + MCPs + skills)

Backend foundation for the dashboard profile builder. Extends POST /api/profiles
to accept, in one call, everything a profile needs beyond name/clone:

- mcp_servers[]  -> written into the new profile's config.yaml
- keep_skills[]  -> replace-semantics: disable every seeded skill not kept
- hub_skills[]   -> async install via 'hermes -p <name> skills install <id>'

All applied best-effort AFTER the profile dir exists, so a hiccup in any one
never 500s the create. Model/MCP/keep-skills writes are profile-scoped via the
HERMES_HOME context override (same mechanism as the existing _write_profile_model).
Hub installs go through a subprocess scoped with -p because skills_hub.SKILLS_DIR
is import-time-bound and the runtime override can't redirect it.

Adds two helpers (_write_profile_mcp_servers, _disable_unselected_skills) and a
TestClient test asserting all four paths land in the NEW profile's config and
the hub spawn is scoped to it. Design doc at docs/design/profile-builder.md.

* feat(dashboard): full-featured profile builder page

Adds a dedicated /profiles/new builder that composes everything a profile
needs into one stepped create flow, reusing the existing Models/Skills/MCP
data paths instead of duplicating them:

- Identity   name + description
- Model      provider+model picker (api.getModelOptions)
- Skills     keep-which-built-in/optional (replace semantics, default = full
             bundle) + skills-hub search/add (api.getSkills, searchSkillsHub)
- MCPs       add HTTP/stdio servers inline
- Review     blueprint -> single POST /api/profiles create

Nothing writes until Create; the one call commits model+MCPs+skill selection
and spawns hub-skill installs (reported in the success toast). ProfilesPage
header gets a 'Build' button (full builder) alongside 'Create' (quick modal).
Route is page-only (not in the sidebar nav). Verified with vite build (2258
modules, green).
2026-06-10 09:18:32 -07:00
Shannon Sands
984e69ff62 Auto-restart gateway after Telegram QR onboarding 2026-06-10 01:35:12 -07:00
Robin Fernandes
af978ecb17 fix(model): require confirmation for expensive model selections
Rebased onto current main and re-ported across the restructured
surfaces: model flows now thread confirm_provider/base_url/api_key
through hermes_cli/model_setup_flows.py, the Discord picker lives in
plugins/platforms/discord/adapter.py, and the web dashboard picker
applies chat-mode switches via config.set so the expensive-model
confirmation can ride the response.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-10 00:24:06 -07:00
Teknium
9e63109522
feat(dashboard): change UI font from the theme picker, independent of theme (#41145)
The dashboard font is now selectable from the UI, not just YAML. A new Font
section in the header theme picker overrides the UI font of whatever theme is
active; the choice is orthogonal to the theme and survives theme switches.
Each theme keeps its own font as the default — picking "Theme default" clears
the override.

- web/src/themes/fonts.ts: curated font catalog (system + Google Fonts across
  sans/serif/mono), each with a family stack and optional webfont URL. The
  catalog is the only injected-font surface — no free-text URL box, so the
  injected <link> origins stay fixed.
- web/src/themes/context.tsx: font-override state (localStorage + server),
  applied after theme typography so it wins; theme apply re-asserts it, and
  clearing re-runs theme apply to restore the theme's own font. Mono is left
  to the theme so code/terminal are untouched.
- web/src/components/ThemeSwitcher.tsx: Font section with grouped, self-
  previewing font rows and a "Theme default" clear option.
- hermes_cli/web_server.py: GET/PUT /api/dashboard/font persisting to
  config.yaml dashboard.font, with a server-side id allow-list (unknown ids
  coerce to the theme sentinel).
- i18n + types, api client methods, tests, and docs.

Validation: 6 new backend endpoint tests pass; tsc + vite build clean; live
browser test confirmed pick/persist/survive-theme-switch/clear all work.
2026-06-07 03:39:01 -07:00
Teknium
2bf0a6e760
feat(dashboard): full tool backend configuration in the GUI (#40418)
Replicate the `hermes tools` configurator in the dashboard Skills →
Toolsets view. Each toolset now opens a config drawer that covers the
full lifecycle the CLI offers: enable/disable, pick a provider/backend,
enter and save API keys, and run a provider's post-setup install hook
with a live log tail.

The toolset view was previously read+toggle only — the provider matrix
and key-status endpoints existed but the page never called them, and
there was no way to save a key or run a backend install (npm/pip/binary)
from the browser.

Backend:
- New CLI subcommand `hermes tools post-setup <KEY>` — non-interactive,
  scriptable target that runs a provider's install hook (agent_browser,
  camofox, cua_driver, kittentts, piper, ddgs, spotify, langfuse,
  xai_grok). Validated against valid_post_setup_keys() so an arbitrary
  key can't drive _run_post_setup.
- PUT /api/tools/toolsets/{name}/env — save API keys to ~/.hermes/.env
  via save_env_value (same store the CLI writes), validated against the
  toolset category's env-var allowlist; blank values skipped.
- POST /api/tools/toolsets/{name}/post-setup — spawn-action that runs
  `hermes tools post-setup <key>`; frontend tails the log via the
  existing /api/actions/tools-post-setup/status. Registered in
  _ACTION_LOG_FILES.

Frontend:
- New ToolsetConfigDrawer component (provider radios, password key
  inputs with saved-state, get-a-key links, Run-setup + live install
  log). Toolset cards get a Configure button + the drawer also exposes
  the enable toggle.
- api.ts: toggleToolset, getToolsetConfig, selectToolsetProvider,
  saveToolsetEnv, runToolsetPostSetup + ToolsetConfig/Provider/EnvVar/
  EnvResult types.

Validation: 56 admin-endpoint tests pass (10 new: env save w/ CLI
parity + allowlist reject + blank-skip, post-setup spawn validation,
auth gate); 232 web_server tests pass; web npm run build + eslint clean;
HTTP E2E exercises save-key (CLI reads it back) and spawn+poll
post-setup to exit 0.
2026-06-06 07:45:36 -07:00
Teknium
56236b16e3
feat(dashboard): rehaul Skills hub browser — connected hubs, featured, preview + security scan (#40384)
The Browse-hub tab was a blank search box with sparse result cards (name +
source + one Install button), no way to read a skill before installing, no
visual security scan, and no indication it was even connected to any hubs.

Backend (web_server.py):
- GET /api/skills/hub/sources — lists the configured hubs (label + trust
  tier + GitHub rate-limit + index availability) and featured skills pulled
  from the centralized index (zero extra API calls), plus installed-skill
  provenance so the UI can mark already-installed results.
- GET /api/skills/hub/preview — fetches a skill's SKILL.md text + file
  manifest WITHOUT installing (decodes byte-stored text, masks binaries).
- GET /api/skills/hub/scan — runs the SAME quarantine + scan_skill +
  should_allow_install pipeline the CLI installer uses, then cleans up
  quarantine, returning verdict / per-finding detail / severity tally /
  install-policy decision.
- search now returns per-source counts + timed-out sources + installed map.

Frontend (SkillsPage HubBrowser):
- Landing state: connected-hubs strip + featured skill grid (no more blank
  page).
- Rich cards: trust-level color coding, source, tags, identifier,
  Details + Install (or Installed state).
- Detail dialog: read the actual SKILL.md, on-demand visual security scan
  (verdict pill, severity tally, per-finding list, allow/block policy),
  GitHub repo link.
- Search meta line: result count + timing + per-source breakdown (the
  'feels slow / no feedback' complaint).

Tests: 4 new endpoint test classes (sources/preview/scan + updated search
shape) in test_dashboard_admin_endpoints.py.
2026-06-06 02:44:50 -07:00
Teknium
b91aade176
feat(desktop): warn when main-model switch leaves auxiliary tasks pinned to another provider (#40286)
Switching the main model never touches auxiliary slot pins (they're
independent, sticky per-task overrides). A user who switches main away
from a now-unpaid provider keeps paying 402s on every background aux call
until they manually reset those pins — silently, with no UI signal.

- /api/model/set scope:'main' now returns stale_aux: slots still pinned
  to a provider different from the new main (additive field).
- Desktop Model Settings shows a switch-time notice after Apply AND a
  persistent banner when any loaded aux slot mismatches the main provider,
  both wired to the existing 'Reset all to main' action.
- Never auto-clears pins — a dedicated cheaper aux model is a legitimate
  config; surface-and-offer instead of nuking.
- Fixes a stale pre-existing assertion in the panel test (main model now
  renders via selectors, not a standalone label).
2026-06-05 23:35:36 -07:00
Teknium
50f9ad70fc
fix(dashboard): populate cron delivery dropdown from configured platforms (#40218)
* fix: respect disabled auto-compaction on context overflow

Port from anomalyco/opencode#30749.

When compression.enabled is false, NO automatic compaction trigger may
fire. The proactive token-threshold paths (preflight + post-response
should_compress gate) already honoured the setting, but the three
provider-overflow recovery paths in the agent loop — long-context-tier
429, 413 payload-too-large, and context-overflow — called
_compress_context() unconditionally, silently compressing and rotating
the session against the user's explicit choice.

Add a single guard at the top of the overflow-recovery dispatch: when
compression is disabled and the error is one of those three overflow
classes, surface a terminal error (compaction_disabled: True) telling the
user to /compress manually, /new, switch to a larger-context model, or
reduce attachments. Manual /compress (force=True) is unaffected — it never
enters this loop.

Tests: new TestOverflowWithCompactionDisabled (413 + 400 overflow don't
compress when disabled; control case still compresses when enabled).
Existing overflow-recovery tests updated to enable compaction explicitly
(they verify the recovery fires); fixture defaults flipped to True to
match production (compression.enabled defaults to True).

* fix(dashboard): populate cron delivery dropdown from configured platforms

The dashboard cron-create/edit dropdown hardcoded five delivery options
(local, telegram, discord, slack, email), so users on Matrix — or any
other backend-supported platform — had no way to pick their channel even
though the cron scheduler delivers to all of them. It also offered
Telegram/Discord/etc. to users who never set those up.

- cron/scheduler.py: add cron_delivery_targets() — the single source of
  truth. Intersects gateway-configured platforms with cron-deliverable
  ones and reports whether each platform's home channel is set.
- web_server.py: GET /api/cron/delivery-targets exposes that list (+ the
  implicit local option) to the dashboard.
- CronPage.tsx: both modals render options from the endpoint. Configured
  platforms missing a home channel still appear, annotated "set a home
  channel first" (option B), so the user knows what to fix. Edit modal
  preserves a job's current target even if it's no longer configured.
  Local-only state shows a "configure a platform under Channels" hint.

Validation: scheduler + endpoint E2E'd with a Matrix gateway (home set
and unset); 5 new tests; tests/cron + tests/hermes_cli/test_web_server
green (366 passed).
2026-06-05 20:23:54 -07:00
Shannon Sands
2f0c8e90e6 Add Telegram QR onboarding to dashboard 2026-06-04 16:55:27 -07:00