- RelayAdapter.create_handoff_thread → one op-gated thread_create op
(Discord channel thread / Telegram forum topic / Slack named seed root);
None fallback contract preserved for the handoff watcher.
- RelayAdapter.rename_thread → thread_rename with only_if_current_name
no-clobber guard on the wire (connector enforces; Telegram guarded
renames fail safe). The native semantic-rename lane
(_is_discord_auto_thread_lane) lights over the relay via the
connector-stamped auto_thread_created/auto_thread_initial_name markers
parsed onto SessionSource in _event_from_wire.
- reply_to {text, author, is_own} wire parse onto the SAME MessageEvent
reply-context fields native adapters populate.
- gateway/relay/command_manifest.py: the gateway-declared slash-command
manifest (native Discord tree mirror) sent on the DISCORD hello; the
connector reconciles Discord's global registration (additive field,
older connectors ignore).
- Contract doc §OutboundAction ops + Phase 4 semantics sections.
- 12 new tests (tests/gateway/relay/test_relay_threads.py); relay suite
266 passed.
- RelayAdapter.send_exec_approval / send_slash_confirm / send_clarify:
override the base text fallbacks with ONE platform-abstract `prompt` op
(connector renders Discord components / Telegram inline keyboards /
Slack Block Kit / WhatsApp buttons+lists). Option sets mirror the native
adapters exactly (once/session/always/deny with the same
allow_session/allow_permanent/smart_denied gating; once/always/cancel;
choices + Other). Clarify option ids are positional (c0..cN/other) —
choice text is arbitrary UTF-8, callback budgets are 64 bytes.
- Pending-prompt registry: gateway-minted 8-hex prompt ids →
{kind, session_key, extras}; one answer wins, lazy expiry, unanswered
prompts swept opportunistically. Wire timeout_s stays advisory.
- _consume_prompt_response (wired into _on_inbound AND the Discord
passthrough lane): routes answers to the SAME primitives the native
button handlers call — tools.approval.resolve_gateway_approval,
tools.slash_confirm.resolve, tools.clarify_gateway
resolve/mark_awaiting_text — then acks in-channel. Unknown/expired ids
fall through as command-shaped text (typed-reply degradation, the
relay's analog of the native 'approval expired' edit).
- Discord type-3 stub replaced: an hp1:<prompt>:<option> custom_id decodes
to a structured prompt_response (codec mirrored from the connector's
promptCodec); foreign custom_ids keep the legacy best-effort text shape.
- MessageEvent.prompt_response field + ws_transport wire parsing (additive).
- react ack lifecycle: on_processing_start/complete → `react` ops
(👀 → ✅/❌, remove-then-add), op-gated on supported_ops, best-effort by
contract (a react failure never touches the turn).
- Op gating throughout: a connector not advertising `prompt` gets
success=False from send_exec_approval/send_slash_confirm (run.py's text
fallback takes over — same contract as a failed native button send) and
the base numbered-text clarify; `react` silently no-ops.
- docs/relay-connector-contract.md §4: prompt / prompt_response / react
semantics (callback token, budgets, authorization-parity, foreign-id
behavior, per-platform react mappings).
- tests: tests/gateway/relay/test_relay_interactive.py (19) — option-set
rendering + gating matrices, registry consume-once/expiry, resolver
routing for all three kinds (monkeypatched primitives), fall-through
cases, Discord hp1 decode + foreign-id shape, react lifecycle
(success/failure/cancelled), op-gated/best-effort react.
Cross-repo pair: gateway-gateway 'Phase 3 interactive' PR (prompt/react
senders on all four lanes + interaction ingest).
- gateway/relay/media.py: RelayMediaClient for the connector's /relay/media
plane (upload local files → re-host reference for send_media; download
re-hosted inbound attachments → local temp paths). Same connector base URL
the WS dials, same per-gateway signed bearer as the upgrade (auth.py) —
no new configuration. stdlib urllib in a thread executor (no new deps);
25MB cap mirroring the connector's MEDIA_MAX_BYTES.
- RelayAdapter: send_image / send_image_file / send_voice / send_video /
send_document overrides route through ONE send_media op (media by
reference: local paths upload first, public URLs pass through). Gated on
supported_ops advertising send_media — legacy connectors keep today's
text fallbacks; connector declines/failed uploads degrade the same way.
Scope/user egress discriminators ride metadata exactly like send.
- Inbound: _localize_inbound_media downloads each media_urls entry to a
local temp path (native-adapter parity — vision/file tools consume
paths); dead re-host refs are dropped, public URLs survive a missing
client. Best-effort, never blocks handle_message.
- docs/relay-connector-contract.md §4: send_media op row + media
ingress/egress semantics (replaces the 'deferred to a later revision'
note). Additive within contract_version 1.
- tests: tests/gateway/relay/test_relay_media.py (15) — kind mapping,
upload-first path handling, op gating (explicit + legacy-empty),
decline/upload-failure fallbacks, scope metadata, inbound localization
matrix, client URL derivation/credential gating. Stub connector grew a
canned send_media result.
Cross-repo pair: gateway-gateway 'Phase 2 media parity' PR (re-host plane +
four ingress lanes + four platform send_media senders).
The base class spawns _keep_typing for every adapter — a 2s refresh loop
that runs for the whole turn, including while the stream consumer sends
the response — but RelayAdapter inherited BasePlatformAdapter's no-op
send_typing. The loop ran every turn and emitted nothing, so relay-fronted
chats (hosted Discord/Telegram/Signal/Slack) never showed 'is typing…'.
The rest of the pipe already existed on both sides: OutboundOp "typing"
is in the wire contract (contract_version 1), and every connector-side
sender implements it (Discord POST /channels/{id}/typing, Telegram
sendChatAction, Signal sendTyping, Slack assistant status).
This bridges the tick onto the existing outbound frame, mirroring send():
- _with_scope re-attaches the tenant discriminator (metadata.scope_id, or
user_id for DMs) — the connector's routedEgressGuard wraps ALL ops, so
an undiscriminated typing frame is declined like a bare send would be.
- the Phase 1.5 per-frame platform tag routes typing through the platform
the chat lives on for multi-platform gateways.
Best-effort by design: transport errors are swallowed (typing is cosmetic;
the next tick retries), no transport is a silent no-op, and stop_typing
stays the base no-op (platform indicators self-expire). Additive within
contract_version 1 — an older connector returns an unsupported-op result
we ignore. Contract doc §4 updated (typing now carries metadata?).
* feat(cli): plan catalog on Free + plan= deep link + top-up/auto-refill copy split
Bring the plain (non-TUI) CLI billing surface to parity with the desktop/TUI
billing changes:
- /subscription on Free (admin/owner, interactive) prints the plan catalog
(name · $/mo · $credits/mo, from the same tiers[] data the TUI uses; monthly
credits render as dollars). A numbered pick opens the manage-subscription
deep-link directly with plan=<tier_id> appended.
- subscription_manage_url(state, tier_id=...) appends plan=<tier_id> (the stable
tiers[] id) when a tier was picked, org_id first — mirrors the TUI's ?plan=.
The paid change flow's blocked/unknown-preview portal fallback carries plan=
for upgrades only; downgrades stay generic/native.
- /topup overview splits one-time top-up from automatic refill, the distinction
stated in each first sentence ("Add funds now — a single charge…" vs "Refill
when low — charges … automatically …"), keeping "credits" out of the
dollars-only surface.
- Downgrades remain native (chargeless scheduled change), unchanged.
Updates the CLI-parity section of docs/billing-lifecycle.md and tests under
tests/hermes_cli + tests/agent.
* refactor(billing): share plan-catalog helpers + harden manage-url builder
- subscription_manage_url now preserves unrelated portal query params (parse_qsl,
popping only the contract-owned org_id/plan) and restricts to http/https schemes,
matching the desktop URL builder — the function owns the contract.
- Lift the plan-catalog derivation into agent/subscription_view.py so the CLI Free
catalog and the paid picker/blocked-preview branch share one implementation:
selectable_tiers (enabled paid, not current, sorted), format_tier_row (name · $/mo
· $credits/mo — thousands-grouped like the TUI's toLocaleString, credits suffix
hidden when absent/zero), and is_upgrade(state, tier_id).
* fix(cli): numbered pick, canonical guarded browser opener, partial auto-refill copy
- Free catalog: accept a bare digit as a pick (the shared normalizer only knows the
confirm-dialog digit aliases, so `1` used to resolve to None → "Cancelled"). The
Nth digit maps to the Nth printed row.
- Extract one _open_url_in_browser used by every "open the portal" path, applying the
device-code flows' console-browser / remote-session guard (webbrowser.open returns
True even for lynx/w3m over SSH) and returning whether a real browser opened.
- Consume the shared selectable_tiers / format_tier_row / is_upgrade helpers from the
Free catalog, the paid picker, and the blocked-preview branch.
- /topup auto-refill copy: the concrete "charges $X … below $Y." sentence only when
both amounts are present and finite; otherwise the generic sentence.
* docs(billing): correct CLI-parity rows (drop cross-repo ref, downgrade invariant)
Remove the other-repo PR reference from the manage-URL row, and state the real
downgrade invariant: a blocked downgrade may print the generic manage URL but never
carries plan=<tier_id> — selected-tier deep-links are reserved for new subscriptions
and upgrades.
* fix(billing): rename user-facing "terminal billing" copy to Remote Spending
The capability was renamed Remote Spending on the portal (consent CTA:
"Allow Remote Spending"; per-terminal states Granted/Stopped), but the
terminal, desktop, and docs still said "terminal billing" everywhere.
- Feature name: Remote Spending in titles/labels, lowercase mid-sentence.
- Step-up action verb is now "allow", matching the portal consent CTA.
- Kill-switch-off recovery copy points at the actual control ("a billing
admin can turn it on from the portal's Hermes Agent page") instead of
the dead-end "manage it on the portal".
- Per-terminal revoke copy uses the portal vocabulary ("stopped").
- Wire identifiers (cli_billing_enabled, cli_billing_disabled, ...) are
unchanged; copy, comments, docs, and test expectations only.
* fix(billing): correct the post-step-up denial diagnosis + finish the desktop rename
Adversarial review findings: (1) a repeated insufficient_scope after a
successful step-up is a per-terminal authorization failure, but the copy
blamed the org kill-switch and pointed at the wrong recovery control —
now: "Remote Spending still isn't active for this terminal — the
authorization didn't take. Retry, or make this change on the portal."
(2) the desktop step-up flow started in Remote Spending vocabulary but
finished in "billing management access" — renamed both end states.
(3) prettier formatting on the touched files (matches the post-merge
fmt bot).
#60194 flipped SessionResetPolicy's default to mode: none, but
cli-config.yaml.example still shipped session_reset.mode: both. Every
install path (install.sh, install.ps1, docker stage2-hook, hermes
doctor) copies the template verbatim to ~/.hermes/config.yaml, so fresh
installs got an EXPLICIT mode: both that overrides the code default —
users hit 24h-idle resets with 'nothing' in their config enabling it.
- cli-config.yaml.example: session_reset.mode both -> none, comments
rewritten to describe auto-reset as opt-in
- docs/session-lifecycle.md: appendix example updated to match
- tests/gateway/test_config.py: invariant tests — template seed, absent
config, and mode-less session_reset block all resolve to mode none;
explicit opt-in still honored
C1: The watchdog's os._exit(1) bypassed drain_log_queue() and
remove_pid_file()/release_gateway_runtime_lock() — the three things
_exit_after_graceful_shutdown does before exiting. The watchdog's own
logger.critical('shutdown watchdog fired') was silently dropped because
it was still in the async QueueListener queue when os._exit ran. PID
file and runtime lock were stranded on next boot.
W1: Dropped 2MB infographic PNG — dead asset with zero references in
the repo. Binary blobs in git history are permanent; every clone pays
the cost forever.
Authorship: @HexLab98's commits preserved via rebase-merge.
A frozen asyncio loop mid-SIGTERM drain cannot run the drain timeout or
status rewrites, so KeepAlive never sees a dead process. Arm an OS-thread
watchdog at stop() (drain+60s → faulthandler dump + os._exit) and rewrite
state/gateway.heartbeat from a loop task for external liveness checks.
* 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.
Unifies the two gateway subsystems that were fighting each other: the
'never lose a session' recovery machinery (#54878 stale-route self-heal,
find_latest_gateway_session_for_peer reopening agent_close/ws_orphan_reap
rows) and the session reset/expiry machinery (expiry watcher, /new,
/resume, resume_pending freshness gate).
The unified contract:
- INTENTIONAL boundaries (expiry finalization, auto-reset, /new,
/resume switch) are recorded durably via promote_to_session_reset(),
which upgrades accidental recoverable end_reasons (agent_close,
ws_orphan_reap) to the explicit boundary while preserving other
explicit reasons (compression, etc.). Recovery then correctly refuses
to resurrect them.
- ACCIDENTAL ends (crash, cleanup bug, mistaken reaper) stay
recoverable — genuine crash recovery is untouched.
On top of the cherry-picked contributor commits:
- promote_to_session_reset widened to ws_orphan_reap + parameterized
reason so auto-reset paths stay auditable (idle/daily/suspended/
resume_pending_expired) (#61220, #61993, #63539)
- get_or_create_session auto-reset, reset_session (/new), and
switch_session (/resume) all write through the promote path — the
first-reason-wins end_session no-op could previously leave a reset
session resurrectable behind a stale agent_close row (#61993)
- resume_pending freshness gate now honors session_reset.mode=none:
explicit opt-out of automatic resets also opts out of the zombie
gate (#61052)
- resume recovery note extracted to build_resume_recovery_note() and
made adapter-aware via a new interactive_resume capability flag:
webhook/api_server auto-resume turns now CONTINUE the interrupted
task instead of emitting an unanswerable 'session restored'
acknowledgement that abandoned the work (#57056)
- tests updated to call the real note builder instead of mirroring it
E2E-validated against a real SessionDB + SessionStore in a temp
HERMES_HOME: expiry->agent_close->no-resurrection, /new promote,
crash recovery preserved, mode=none opt-out, routing-table flag sync.
Follow-ups on the salvaged #20096 profile-routing feature:
- _profile_name_for_source now returns None unless gateway.multiplex_profiles
is on. Routing stamps source.profile, which namespaces session/batch keys,
but the profile-scoped agent run only activates under multiplexing — without
the gate, configured routes with multiplexing off split batch/session keys
into agent:<profile> while the agent still ran from agent:main.
- Widen the profile-aware _text_batch_key fix from Discord to every adapter
that builds batch keys via build_session_key (telegram, whatsapp, matrix,
feishu, wecom, weixin) — routing is platform-generic, so the batch-key
namespace fix must be too.
- Downgrade the no-route-matched log from INFO to DEBUG (fired on every
unrouted inbound message).
- GatewayConfig.to_dict(): serialize profile_routes as plain dicts
(ProfileRoute dataclasses are not JSON-safe).
- Docs: correct the 'independent of multiplexing' claim in
docs/profile-routing.md (routing requires multiplexing), fix the
platform-only specificity row (0, not 1), and document profile_routes in
website/docs/user-guide/multi-profile-gateways.md.
- Tests: pin the multiplex gate (routes ignored when off, active when on,
build_source end-to-end stays in agent:main when off).
Addresses hermes-sweeper review on #20096.
Problem 1 (profile_routing.py): route matching returned True on a chat_id
hit before the guild_id constraint was consulted, so a route declaring both
guild_id and chat_id matched on chat_id alone. Restored conjunctive (AND)
semantics — every declared discriminator must hold; hierarchical parent_chat_id
matching is preserved. Added a regression test for the guild+chat case.
Problem 2 (base.py / run.py): gateway_runner was injected only when an adapter
pre-declared the attribute, and only Discord did — so build_source never called
_profile_name_for_source for Telegram/Feishu/Slack/etc., despite the
platform-generic claim. Declared gateway_runner on BasePlatformAdapter and made
the plugin-registry injection unconditional, so profile routing now reaches
every platform. Added non-Discord (Telegram) resolution coverage and an
injection-inheritance test.
Also adds docs/profile-routing.md documenting gateway.profile_routes
(matching rules, specificity, profile isolation) — requested in review.
Co-Authored-By: Claude <noreply@anthropic.com>
Phase 3 of relay-channel-context (gateway/agent side, single PR). The
connector (gateway-gateway #122/#123/#124) now attaches read-only
surrounding channel/group context to an addressed relay turn; this wires
the gateway to consume it.
- descriptor.py: additive optional supports_context (default False) on
CapabilityDescriptor. from_json already filters unknown keys, so this is
back-compat both directions within contract_version 1.
- ws_transport.py: _event_from_wire maps the connector's read-only
context[] array into the EXISTING MessageEvent.channel_context field via
a new _render_relay_context() helper — reusing the same read-only
injection path history-backfill uses (run.py prepends channel_context
ahead of the trigger message). Never raises; absent/empty/malformed ->
channel_context unset (byte-identical to today).
- docs/relay-connector-contract.md: document supports_context in the §2
descriptor table (fixes the contract-doc conformance test) + the
context/context_error inbound fields in §3.
- tests: descriptor default/round-trip/forward-compat; _render_relay_context
rendering + malformed-safe; _event_from_wire context->channel_context
mapping + the read-only invariant (trigger text untouched).
RELAY-ONLY: only gateway/relay/* + the shared MessageEvent consumption via
its existing channel_context field. No native adapter touched.
Collapse the six per-surface copies of override-then-global resolution
(CLI startup, gateway, TUI, cron, /model switch, fallback activation)
onto one shared resolve_reasoning_config() in hermes_constants.
Also fixes the gateway resolving reasoning against config model.default
instead of the session's effective model: after a session-only /model
switch, the switched model's override now applies (gateway message paths
pass the resolved session model through _resolve_session_reasoning_config;
/reasoning status reads the session model override).
Cleanup: drop docs/PER_MODEL_REASONING.md (duplicates the website docs
page), drop the change-detector _config_version test (no bump needed —
deep-merge handles new keys), remove a stale plan-reference comment.
Adds chokepoint contract tests (13) and gateway session-effective-model
regression tests (2).
Add agent.reasoning_overrides dict to config.yaml. Users can now set
a reasoning_effort per model, overriding the global agent.reasoning_effort.
Example:
agent:
reasoning_effort: "medium" # global default
reasoning_overrides:
"openrouter/anthropic/claude-opus-4.5": "xhigh"
"openai/gpt-5": "low"
"claude-sonnet-4.6": "high" # bare model name also works
The helper is spelling-tolerant: override keys match regardless of
provider prefix or dots-vs-dashes normalization, so users can write
keys in any sensible form and they'll match.
Resolution priority:
1. Session-scoped /reasoning --session override (gateway only; unchanged)
2. Per-model override from agent.reasoning_overrides (spelling-tolerant)
3. Global agent.reasoning_effort (existing)
4. Provider default (unchanged)
Wired into:
- CLI startup (cli.py)
- Messaging gateway agent construction (gateway/run.py)
- Desktop/TUI _load_reasoning_config (tui_gateway/server.py)
- Cron job scheduler (cron/scheduler.py)
- /model mid-session switch (agent/agent_runtime_helpers.py)
+ _primary_runtime now tracks reasoning_config for correct fallback recovery
- Fallback activation (agent/chat_completion_helpers.py::try_activate_fallback)
+ Re-resolves reasoning_config for the fallback model (best-effort)
Closes#21256 (per-model reasoning_effort defaults).
Note: no hermes config set agent.reasoning_overrides.<model> support;
users edit the YAML directly. _set_nested splits on "." and would
corrupt model keys containing version dots.
The gateway HALF of the D-Q2.5c cleanup (connector half: gateway-gateway #92).
Scope is STRICTLY the relay adapter (gateway/relay/) — session.py and every
native platform adapter are untouched (SessionSource.guild_id remains for their
use; it is NOT relay-only).
Within gateway/relay/, drop the D-Q2.5 wire dual-write/dual-read alias AND
genericize all platform-specific (Discord "guild") scope terminology:
- ws_transport._event_from_wire: read scope_id only (drop the ?? guild_id fallback).
- adapter._with_scope: emit scope_id only on outbound metadata (drop the
guild_id dual-write); genericize the "GUILD reply" docstring to "SCOPED reply".
- adapter._capture_scope: read source.scope_id only; rename the local `guild`
var to `scope`; genericize the docstring + the _scope_by_chat/_dm_user_by_chat
field comments ("guild_id (Discord)" -> "scope_id (server/workspace scope)").
- __init__.relay_route_keys docstring: "guild_ids" -> "scope_ids".
- The ONE real Discord `guild_id` kept: the raw inbound interaction payload
field (payload.get("guild_id")), which is Discord's own wire field, mapped
straight into the generic scope_id slot — unchanged.
Contract doc (docs/relay-connector-contract.md): reframe the `guild_id` row as
a legacy alias the connector no longer reads (session.py's agent-wide to_dict()
still emits it for non-relay persistence, so it stays documented + wire-present
but ignored) — accurate, and keeps the to_dict()-vs-doc conformance test green.
Tests (relay only): migrate the wire-key writes + assertions guild_id -> scope_id
across test_relay_adapter / _ws_transport / _passthrough / _roundtrip /
_roundtrip_telegram / _multiplatform; keep raw Discord `type:2` interaction
payloads' guild_id (real Discord field) and the conformance test's guild_id
parametrize (validates the kept legacy field stays wire-reachable).
Gate: 156 relay tests pass, ruff clean. Cross-repo E2E — all 14 drivers pass
BOTH ways: connector#92 (scope_id-only) x agent-main (still dual-reads) AND
connector#92 x this worktree (scope_id-only). Deploy-order-safe either way.
Gateway half of relay-platform-parity Phase 2.5 (D-Q2.5). The relay wire's
platform-neutral scope discriminator is renamed guild_id → scope_id; this is the
hermes-agent side of the cross-repo wire-compatible migration.
- SessionSource: scope_id is canonical; guild_id kept as @deprecated alias.
__post_init__ mirrors the two so all existing SessionSource(guild_id=...)
constructors across native adapters keep working unchanged. to_dict dual-WRITES
scope_id+guild_id; from_dict dual-READS scope_id ?? guild_id.
- relay/adapter.py: capture + outbound metadata dual-read/write scope_id.
- relay/ws_transport.py: _frame_to_event dual-reads scope_id ?? guild_id.
- docs/relay-connector-contract.md: document scope_id (canonical) + guild_id
(deprecated alias) in the §3 SessionSource field table (conformance test).
250 relay+session+contract tests green. Solo lane (relay).
The wire contract said hop 1 uses "the agent's existing Nous Portal
access token" but didn't name WHICH of an agent's two identities that is.
A hosted agent never holds an `agent:{instanceId}` OAuth client (that
shape is minted only by the interactive dashboard auth-code grant); its
own outbound portal calls use the bootstrap-session token (client
`hermes-cli-vps`) planted in auth.json on first boot. NAS must resolve
the instance id from either an `agent:{id}` client OR the bootstrap
session (AgentInstance.bootstrapSessionId), not gate on `agent:*` alone —
which 403'd every real hosted-agent provision in prod.
Documents the NAS-side fix (resolveAgentCronInstanceId) so the contract
and the implementation agree.
Phase 7 Unit 7d-B. When an operator opts an instance OUT of the Team Gateway
relay (Unit 7b deprovision), the connector revokes the per-gateway secret and
closes the gateway's WS with 4401. The reconnect supervisor previously treated
EVERY close as retryable, so the live process spun "retrying 4401" forever and
the dashboard showed a red error — opt-out looked like a failure.
Now a 4401 close that arrives AFTER a successful handshake is recognized as a
terminal credential revocation:
- ws_transport.py: track `_handshake_succeeded` (set when a descriptor is
received); on a 4401 close after a prior success, latch `auth_revoked` and do
NOT spawn the reconnect supervisor. A 4401 BEFORE any successful handshake
stays retryable (cold-start / not-yet-provisioned race, not a revocation).
New `auth_revoked` property + a websockets-version-safe close-code reader
(prefers `.rcvd`/`.sent` Close frames; `.code` is deprecated in websockets 13+).
- adapter.py: a revocation monitor turns `transport.auth_revoked` into a clean,
NON-retryable `relay_disabled` fatal and notifies the gateway's fatal-error
handler (so the adapter is removed and NOT queued for reconnection — the
credential is dead until the instance is recreated). Monitor is cancelled on
disconnect; only started when the transport exposes `auth_revoked` (prod WS).
- run.py: `_handle_adapter_fatal_error` maps the `relay_disabled` code to a
`disabled` platform_state (not `fatal`/`retrying`).
- web: PlatformsCard renders the `disabled` state with a neutral outline badge,
a PowerOff icon, and muted (not destructive-red) text + message. New optional
`status.disabled` i18n string ("Disabled").
Also bundles the Phase 7 contract-doc update (this doc is authoritative in
hermes-agent): docs/relay-connector-contract.md gains an "Author-first
resolution + the account-link (DM) path" section documenting the
multi-tenant-guild rule (D-7.2 — route by authenticated author binding, never by
guild; unlinked → fail-closed), the `/link <code>` DM flow, and the
connector-authoritative opt-out + terminal-4401 behavior this PR implements.
Tests: +2 ws_transport (4401-after-handshake terminal / no-reconnect;
4401-before-handshake stays retryable) and +2 adapter (revocation → non-retryable
relay_disabled fatal + handler fired; no-revocation → no fatal). 138 relay tests
pass (incl. the contract-doc conformance test); ruff clean; web tsc clean.
Phase 7 Unit 7d-B (relay-adapter solo lane). Q17 → Option 2; Option 3 (live
de-register, no recreate) + the restart-re-provision hole deferred post-alpha.
The contract already documents the scale-to-zero PRIMITIVES (§3.2 going-idle/
buffered-flip, §3.3 wake poke) and what's out of scope. This adds the missing
half: the contract FROM the primitives TO the behaviour layer — the guarantees
a separate scale-to-zero workstream must honour to consume them safely (register
a wakeUrl before suspend; drain+ack before teardown; keep the reconnect loop
live; treat suspended != down in the health model; don't assume exactly-once/
prompt wake; suspend only when genuinely idle, composing with the existing drain
machine). Docs-only; lets the independent scale-to-zero stream build against a
written contract instead of re-reading the connector.
Register a per-instance wakeUrl and forward it to the connector at
self-provision so a suspended gateway can be poked awake when buffered
work arrives (pairs with the connector-side WakePoker).
- relay_wake_url() resolver (env GATEWAY_RELAY_WAKE_URL, then
gateway.relay_wake_url in config.yaml), mirroring relay_instance_id()
- thread wake_url through _post_provision (adds wakeUrl to the body only
when set) + self_provision_relay (resolve, forward, log)
- hermes gateway enroll --wake-url <url> persists GATEWAY_RELAY_WAKE_URL
- document the §5.2 wake poke in relay-connector-contract.md §3.3
- tests: relay_wake_url resolution (env/config/absent), provision
forwarding, body-only-when-set (6 new; 130 relay tests pass)
The actual reconnect+drain on wake is Unit B's loop; this unit only
wires the wake SIGNAL. Opt-in: absent wakeUrl => connector never pokes.
The gateway half of the going-idle/buffered-flip primitive (scale-to-zero
PRIMITIVE, not the behaviour). Integrates with the EXISTING drain transition:
- ws_transport: `go_idle()` sends `going_idle` + awaits the connector's
`going_idle_ack` (connector-authoritative flip-then-ack, Q-5.3c — stays
serving until the ack so nothing is lost in the flip window); acks a buffered
inbound (bufferId present) via `inbound_ack` after the handler runs
(drain-without-dup on the delivery leg); NET-NEW reconnect loop re-dials +
re-handshakes after an unexpected close (off by default, on in production).
- adapter: emits `going_idle` from its existing `disconnect()` drain seam before
tearing down the socket; best-effort + guarded (never blocks shutdown).
- transport Protocol + contract doc §3.2 document the 3 new frames.
+6 relay tests (124 pass). NOT in scope: the autonomous idle timer / machine
suspend / NAS health model (deferred behaviour). Ben's relay-adapter solo lane.
The gateway half of Phase 6 Unit ζ: project the agent's existing relevance
knobs into the connector's platform-agnostic vocabulary and declare them at boot
over the /relay/policy route, so the SAME mention-gating / free-response /
allow-bots behavior the agent applies directly also governs relay delivery (and
excluded chatter never wakes a scaled-to-zero agent).
- gateway/relay/__init__.py:
- relay_relevance_policy(): project require_mention -> requireAddress,
free_response_channels -> freeResponseScopes, {PLATFORM}_ALLOW_BOTS in
{mentions,all} -> allowOtherBots. Reads the fronted platform's config block
+ bridged top-level keys. Returns None when all-default (the connector's
quiet default already matches) or no concrete platform is fronted.
- send_relay_policy(): POST /relay/policy authenticated with the gateway's own
per-gateway upgrade token (make_upgrade_token — same bearer as the WS
upgrade), so the connector attaches it to the authenticated instance, never
a body-asserted id. Re-declares every boot (self-healing, full replace).
NEVER raises, NEVER blocks boot — relevance is an optimization layered on
the δ/ε authorization gate. Reuses the per-gateway secret + the
/relay/provision host; no new inbound surface, no new credential.
- _policy_url(): ws(s)://…/relay -> http(s)://…/relay/policy.
- gateway/run.py: call send_relay_policy() after register_relay_adapter()
succeeds (the secret is resolved by then).
- docs/relay-connector-contract.md: new §7 documenting per-instance delivery +
the management plane (/manage/* + /relay/policy) + the relevance-declaration
contract; versioning renumbered to §8. Contract conformance test stays green
(§2/§3 tables untouched).
Tests: +12 (projection mapping incl. comma-string + top-level fallback; send
auth/skip/fail-soft/non-200). Full relay suite 118 pass. The connector route is
already E2E-proven (connector repo gateway_policy_driver.py); this adds the real
gateway send-path it pairs with.
This completes Phase 6 (Team Gateway per-user isolation) end to end.
The connector half (gateway-gateway) moves the passthrough plane's post-ACK
forward off the HTTP gatewayEndpoint onto the gateway's outbound /relay WS via
a new passthrough_forward frame. This is the gateway side: the relay adapter
now RECEIVES and handles that frame, so a hosted gateway (no public IP) can
process forwarded Class-2/3 traffic (Discord interactions, Twilio) over the
socket it already holds — closing the "passthrough inbound doesn't work for
hosted gateways" gap.
- ws_transport.py: decode the passthrough_forward frame; PassthroughForward
dataclass + _passthrough_from_wire (base64 body -> exact bytes, byte parity
with the connector's toPassthroughForward); set_passthrough_handler mirrors
set_interrupt_inbound_handler.
- transport.py: PassthroughHandler type + set_passthrough_handler on the
RelayTransport protocol.
- adapter.py: connect() wires the passthrough handler; _on_passthrough decodes
the (already-sanitized, token-free) forward and, for a Discord interaction,
converts it to a MessageEvent routed through the normal agent path
(handle_message) — the reply egresses over the outbound / token-less
follow_up path, so the gateway never holds the interaction credential. Never
raises (a bad forward can't kill the read loop). Non-discord forwards (Twilio)
are logged + dropped for now.
- docs/relay-connector-contract.md: document the passthrough_forward frame +
PassthroughForward shape + §3.1.
The interaction -> MessageEvent CONVERSION semantics (slash-command vs button
UX, option rendering) are the open sub-design flagged in the spec; the TRANSPORT
+ receive mechanism (this) is settled per Ben's Gate-2 decision: "the relay
adapter handles receiving these events over the WS."
Tests (tests/gateway/relay/test_relay_passthrough.py): byte-preservation
round-trip (+ malformed-body tolerance), connect() wiring, application-command
and message-component interactions route through handle_message with correct
session source + scope capture, malformed/non-discord forwards dropped cleanly.
100 relay tests green. Pairs with the connector PR (gateway-gateway).
Live-test finding: the Chronos fire webhook was only on the APIServerAdapter
(aiohttp), but hosted agents expose `hermes dashboard` (the FastAPI web_server
app on :9119) as their public URL — NOT the api_server adapter. So NAS's relay
callback to {callback_url}/api/cron/fire could never reach the verifier on a
hosted agent (the exact target environment). Two layers were wrong:
1. Wrong server: /api/cron/fire didn't exist on the dashboard app. Added
cron_fire_webhook there, alongside the existing /api/cron/* dashboard routes.
It resolves the job's profile (_find_cron_job_profile) and runs fire_due via
the resolved provider under the cron-profile retarget lock
(_fire_cron_job_for_profile, mirroring _call_cron_for_profile) so the CAS
claim + run_one_job operate on the right profile's jobs.json. Runs with no
live adapters (delivery falls back to the per-platform send path, like the
desktop cron path). 202 + background so a long turn never trips NAS's
timeout; the store CAS de-dupes a NAS retry. job-not-found -> 200 "gone".
2. Auth gate: the dashboard auth middleware 401s any non-cookie request before
the handler runs. Added /api/cron/fire to the shared PUBLIC_API_PATHS so the
NAS bearer-JWT callback reaches the verifier — the JWT (purpose=cron_fire),
not the cookie, is the real gate. One shared frozenset feeds both the
loopback and OAuth middlewares, so no drift.
Kept the APIServerAdapter route too (valid self-host api_server surface).
Contract doc updated to name the dashboard app as the hosted-agent callback
surface.
Tests: test_cron_fire_dashboard (6) — route registered on the dashboard app,
in PUBLIC_API_PATHS, 401 on bad token WITH the cookie gate engaged (proves it's
reachable past the gate + JWT is the gate), 400 missing job_id, 200 gone for
unknown job, 202 + fire_due invoked for the resolved profile on a valid token.
Full hermes_cli + cron + chronos + webhook suites green (7637).
Why the original tests missed it: the api_server webhook test built an
APIServerAdapter client directly and never asserted which server the hosted
public URL exposes — green-but-wrong-integration. The new test pins the route
to the dashboard app.
The connector now delivers inbound (messages + interrupts) over the gateway's
OUTBOUND /relay WebSocket, not a signed HTTP POST to an inbound endpoint. The
gateway needs no inbound HTTP port — which is what makes hosted gateways (no
public IP) able to receive inbound at all.
- gateway/relay/adapter.py: connect() wires set_interrupt_inbound_handler(
self.on_interrupt) so connector->gateway interrupt_inbound frames bridge into
the existing per-session interrupt path (the inbound message handler was
already wired). Removed _maybe_start_inbound_receiver() + the _inbound_runner
lifecycle — there is no HTTP receiver anymore.
- gateway/relay/inbound_receiver.py: deleted (the signed-HTTP InboundDelivery
receiver).
- gateway/relay/__init__.py: removed relay_inbound_config() (dead with the
receiver gone). The delivery key is still set in-process by self-provision for
forward-compat but is no longer consumed for inbound.
- docs/relay-connector-contract.md: §3 rewritten — inbound is the WS back-channel
routed cross-instance via the connector's relay bus; §5 interrupt + §6 auth
table updated; the old signed-HTTP-POST + per-tenant-delivery-key-signing path
is documented as superseded. gatewayEndpoint noted as passthrough-plane only.
Tests: stub_connector grows set_interrupt_inbound_handler + push_interrupt;
new test_relay_interrupt case proves connect() wires BOTH inbound handlers and an
interrupt_inbound frame over the WS cancels the right session. Removed the
HTTP-receiver test; updated the crypto-shedding scan + self-provision delivery-key
assertion. 88 relay tests pass.
EXPERIMENTAL. Pairs with gateway-gateway (relay bus + WsGatewayDelivery) and the
NAS GATEWAY_RELAY_URL stamp. The cross-repo E2E (connector repo) proves the full
multi-instance path against this production adapter code.
PR infographics are decorative visual hooks for a PR body, not repo
artifacts. The established convention (commit 5772e638c, "chore: drop
in-repo infographic/ directory; keep PR-body URLs only", #30854) is to
hotlink an externally-hosted image so GitHub camo-proxies it inline,
leaving zero binary footprint in the tree.
Two such assets had been committed anyway and are referenced nowhere in
the codebase:
- docs/assets/ns504-chat-session-reconnect.png (1024-equiv, NS-504 PR
infographic, added in #47674 alongside the ChatPage.tsx fix)
- infographic/kanban-db-corruption-defense/infographic.png (re-added a
directory #30854 had explicitly removed, in #30952)
Both are unreferenced decorative infographics, so removing them has no
effect on docs, website, or app builds. Removing the latter also clears
the stray top-level infographic/ directory that #30854 had retired.
These blobs remain in history (the commits that introduced them are
already on main and bundled with real code, so they can't be dropped);
this just removes them from the working tree going forward.
Phase 4F (F.1 + F.2 + F.3, agent side). F.4 is the operator-run live smoke
(needs a NAS deployment); recorded in the PR, not code.
F.1 — on_jobs_changed wiring:
- cron/scheduler.py: _notify_provider_jobs_changed() — resolve the active
provider, call on_jobs_changed(), swallow errors. Lives in scheduler.py (not
jobs.py) so the store stays free of provider imports (no import cycle).
- Wired at the consumer surfaces AFTER a successful mutation: the cronjob model
tool (tools/cronjob_tools.py, create/update/remove/pause/resume) — which the
`hermes cron` CLI also routes through — and the REST handlers
(gateway/platforms/api_server.py, same five). Built-in's no-op default = zero
behavior change on the default path. Sleeping-agent direct jobs.json writes
(no tool/CLI/REST) are covered by reconcile-on-wake in start().
F.2 — config: cron.chronos.{portal_url,callback_url,expected_audience,
nas_jwks_url}. All non-secret; the agent holds no scheduler creds and the
outbound provision call reuses the existing Nous token (no token key). Additive
deep-merge key, no version literal.
F.3 — docs:
- docs/chronos-managed-cron-contract.md: authoritative agent↔NAS wire contract
(the three agent-cron endpoints + inbound /api/cron/fire + the 3-hop trust
model + at-most-once/re-arm semantics). This is what the NAS-side agent builds
against.
- cron-internals.md: "Managed cron (Chronos) for scale-to-zero" section.
- cli-commands.md: cron.provider accepts chronos + the cron.chronos.* keys.
- User docs name no scheduler vendor (QStash is a NAS-internal detail).
INVARIANT re-verified: zero qstash/upstash hits across plugins/cron, gateway,
hermes_cli, tools, website/docs (the one remaining repo hit is an unrelated
Context7 MCP comment in tools/mcp_tool.py).
Tests: test_jobs_changed_notify (5) — notify calls provider hook, swallows
errors, built-in harmless, tool create/remove notify. Full cron + chronos +
webhook + config + api_server_jobs suites green (504 in the cron+chronos+webhook
run).
* feat(relay): authenticate the connector⇄gateway WS channel
The relay gateway may be customer-managed and internet-exposed, so the
connector⇄gateway channel is itself authenticated (distinct from the
platform crypto the relay path sheds). Add gateway/relay/auth.py — a
Python port of the connector's HMAC token + delivery-signature schemes
(relayAuthToken.ts / deliverySigning.ts), verified byte-for-byte against
the connector's compiled TypeScript via cross-language test vectors.
Present an Authorization bearer on the /relay WS upgrade keyed by the
per-gateway secret (resolved from GATEWAY_RELAY_ID / GATEWAY_RELAY_SECRET
in env or config). The connector rejects an unauthenticated/invalid/
revoked upgrade with close 4401.
* feat(relay): signed-HTTP inbound delivery receiver
The connector delivers normalized inbound events to a tenant's gateway
over a signed HTTP POST, not the outbound /relay WS: the connector
instance owning a platform socket is generally not the instance a given
gateway dialed out to, so inbound targets a tenant endpoint that may
load-balance across gateway instances.
Add gateway/relay/inbound_receiver.py — verifies x-relay-signature /
x-relay-timestamp over the EXACT raw request bytes (re-serializing would
break the HMAC: JS JSON.stringify is compact, Python json.dumps spaces)
against the per-tenant delivery key verify list within a 300s replay
window, then dispatches messages to handle_message and interrupts to the
interrupt handler. Wire it into the adapter lifecycle (start in connect()
when a delivery key + bind port are configured, tear down in disconnect();
a purely-outbound dev gateway runs without it).
Refine test_relay_sheds_crypto to distinguish PLATFORM crypto (Discord
ed25519, Twilio/WeCom HMAC — still shed) from the connector⇄gateway
CHANNEL auth (intended): auth.py / inbound_receiver.py are exempt from
the platform-symbol scan but still banned from importing platform-crypto
modules, plus a positive guard that auth.py uses only stdlib hmac/hashlib.
* feat(relay): hermes gateway enroll CLI
Add the gateway half of zero-touch enrollment. `hermes gateway enroll`
resolves a fresh Nous Portal access token (the tenant-proving identity),
POSTs {enrollmentToken, gatewayId} to the connector's /relay/enroll, and
persists GATEWAY_RELAY_ID / GATEWAY_RELAY_SECRET / GATEWAY_RELAY_DELIVERY_KEY
to ~/.hermes/.env. The per-gateway secret authenticates the WS upgrade;
the per-tenant delivery key verifies signed inbound deliveries.
Refuses under is_managed() (hosted installs get the secret stamped in by
the orchestrator). Added as an 'enroll' subcommand on the existing
gateway subparser — not a new top-level command.
* docs(relay): inbound is signed HTTP, not WS; document channel auth
Fix the stale contract: §3/§5 said inbound rode the WS socket (single-
instance only, predates the multi-instance socket-ownership + channel-auth
model). Inbound + connector→gateway interrupt are signed HTTP POSTs to the
tenant endpoint. Add §6.1 documenting the two channel-auth schemes (per-
gateway WS-upgrade secret, per-tenant inbound delivery key) and how they
differ from the platform crypto the relay path sheds.
* test(relay): update build_gateway_parser callers for cmd_gateway_enroll
The enroll subcommand added cmd_gateway_enroll as a required keyword-only
arg to build_gateway_parser, but two existing parser-extraction tests still
called it with only cmd_gateway/cmd_proxy — failing CI with TypeError.
Thread the new handler through both call sites and add a test asserting
`gateway enroll` dispatches to cmd_gateway_enroll with its flags parsed.
* fix(dashboard): recover the Chat tab when the agent session ends (NS-504)
In the dashboard Chat tab, when the agent process exits — the user types
`/exit`, or starts a new session that ends the current PTY child — the
`/api/pty` WebSocket closes with a normal code (not one of the
4401/4403/4404/4408/1011 rejection codes the server emits). The frontend
handled only those rejection codes; the normal-exit fallback just printed
"[session ended]" into the dead terminal and stopped, with `wsRef` nulled
and no respawn path. The only recovery was a full page refresh — exactly
the beta report ("typing /exit breaks functionality, no way to restart
without refreshing"; "starting a new session completely breaks the
agent").
On a clean/normal close the Chat tab now flips `sessionEnded` and renders
an in-place "Start new session" overlay (mirroring ChatSidebar's existing
reconnect affordance). Clicking it bumps a `reconnectNonce` that is a
dependency of the connect effect, so the effect tears down and re-runs,
spawning a fresh PTY in place — no page refresh. `onopen` clears the
flag so a successful reconnect dismisses the overlay.
An explicit button (rather than auto-respawn) is deliberate: if the agent
is crash-looping, auto-respawn would hide the failure and spin; the user
stays in control.
Verified against a live uvicorn `/api/pty` socket: a child that exits
closes with a non-rejection code (client sees close_code None / 1000-class),
which is precisely the branch that now sets sessionEnded=true. web
typecheck + vite build clean.
Reported via beta (NS-504).
* docs(assets): add NS-504 chat session recovery infographic
The contract's §6 still said the connector 'forwards the signed body
byte-for-byte so the gateway's existing crypto validates against unmodified
bytes.' That model is incoherent under an untrusted, disposable tenant
gateway on a shared bot:
- re-validating Twilio HMAC / WeCom crypto needs the shared signing secret
(handing it over IS the cross-tenant leak),
- WeCom payloads are encrypted with that secret (the connector must decrypt
at the edge just to route),
- a Discord interaction token lives inside the signed body — you can't both
preserve the bytes and strip the credential.
Rewrites §6 to the actual model: the connector is the SOLE crypto/identity
boundary — verifies/decrypts at the edge, normalizes to a tenant-scoped
MessageEvent, strips shared-identity capabilities into its vault, and
forwards only the sanitized event. The gateway re-validates nothing (the
invariant test from the crypto-shed commit enforces this). Notes that this
unifies the passthrough + relay planes and points to the connector repo's
capability-trust-boundary.md.
Also documents the follow_up op in §4 (token-less capability action added
in the previous commit). The conformance test (§2/§3 tables) stays green;
contract is unpublished/EXPERIMENTAL so no version-bump ceremony. 55 passed.
Add an invariant test pinning docs/relay-connector-contract.md to the
Python source of truth so the doc (which the connector repo mirrors by
hand) cannot silently drift:
- CapabilityDescriptor §2 table ⟷ dataclass fields + required/optional
- SessionSource wire keys (to_dict output) ⟷ §3 documented fields
- per-platform discriminator columns exist as real SessionSource fields
- guard that is_bot stays off the wire until deliberately promoted
Writing the test surfaced a real gap: §3 only enumerated 5 discriminators
in its per-platform table while to_dict() emits 12 keys. Seven wire keys
the connector must populate (chat_name, chat_topic, user_id_alt,
chat_id_alt, parent_chat_id, message_id, user_name) were undocumented —
a connector author reading the doc would never know to set them. Added a
complete SessionSource wire-field table to §3. The connector's existing
contract.ts already carries all 12, so no connector change is needed; the
doc was the lagging artifact.
Formal interface between the Hermes gateway (RelayAdapter) and the Node
connector repo: handshake, CapabilityDescriptor field table, MessageEvent
inbound envelope with per-platform SessionSource discriminators (Discord
guild_id is REQUIRED for server isolation), outbound action set, /stop
interrupt routing, signed-body verify-at-edge/byte-preserving rule, and the
additive-only contract_version policy. Documents bot-identity-vs-tenant
separation so single-bot consolidation (Phase 6) stays open. Read-first
artifact for the connector implementer.
Phase 1, Task 1.5 of the gateway-relay plan.
A stale certifi CA bundle after a partial `hermes update` used to crash
the agent on the first outbound HTTPS call with a raw traceback and
trap the gateway in a retry loop.
This patch:
* Adds `agent/errors.py` with a typed `SSLConfigurationError`
* Adds `agent/ssl_guard.py` with a `verify_ca_bundle()` pre-flight
that asserts the bundle exists, is non-trivial in size, and can build
a working SSLContext. On macOS, it falls back to the system trust
store when the bundle is empty but the system store is healthy
(covers corporate proxies / MDM setups).
* Wires the guard into `run_agent.py` and `gateway/run.py` right
after the `hermes_bootstrap` import, inside a try/except so a bug
in the guard itself can never prevent startup.
* Adds a `SSL / CA Certificates` section to `hermes_cli doctor` so
users can detect the failure with one command.
* Adds unit tests covering the healthy, missing, empty, skip-env, and
macOS-fallback paths.
* Adds an RCA document describing the failure mode and the recovery
path (`pip install -e .`).
When the bundle is broken the user sees:
\u26a0\ufe0f SSL certificate bundle issue detected.
Run: pip install -e .
`HERMES_SKIP_SSL_GUARD=1` disables the check for sandboxed
environments that ship their own trust store.
* 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).
Track successful next_call completion separately from invocation so execution
middleware that catches and translates a downstream provider/tool failure does
not accidentally convert that failure into a successful None result.
Also avoid wrapping BaseException from downstream execution, and document the
execution middleware error semantics.
Tests cover:
- pre-next_call middleware failures fail open to the remaining chain
- post-next_call middleware failures preserve the downstream result
- translated downstream failures propagate instead of returning None
- downstream BaseException is not wrapped
Signed-off-by: Bryan Bednarski <bbednarski@nvidia.com>
Adds backend-neutral observer hooks for plugins: session, turn, API
request, tool, approval, and subagent lifecycle events with stable
correlation IDs (session_id, task_id, turn_id, api_request_id,
tool_call_id, parent/child subagent ids). Extends VALID_HOOKS with
api_request_error and subagent_start.
Hot path is zero-cost when no plugin subscribes: has_hook()/presence
checks gate all payload construction, request payloads are returned
by reference when no middleware rewrites, and the sanitized response
payload no longer embeds raw response objects.
Bundles the optional NeMo-Relay observability plugin
(plugins/observability/nemo_relay) as an in-repo consumer of the new
hooks, peer to the existing langfuse plugin. Fails open when the
optional nemo-relay package is not installed.
Authored-by: Bryan Bednarski <bbednarski@nvidia.com>
Salvaged from #29722 onto current main.
Non-dispatch gateways no longer open per-board kanban DBs for notifier
polling. Mirrors the existing dispatcher gate (config
kanban.dispatch_in_gateway, default True; env override
HERMES_KANBAN_DISPATCH_IN_GATEWAY) so multi-gateway setups collapse to a
single process holding kanban.db file descriptors.
Salvaged from PR #31964 by @steveonjava; tests and docs trimmed during
salvage.
