hermes-agent/website/docs/developer-guide/gateway-internals.md
Teknium 289cc47631
docs: resync reference, user-guide, developer-guide, and messaging pages against code (#17738)
Broad drift audit against origin/main (b52b63396).

Reference pages (most user-visible drift):
- slash-commands: add /busy, /curator, /footer, /indicator, /redraw, /steer
  that were missing; drop non-existent /terminal-setup; fix /q footnote
  (resolves to /queue, not /quit); extend CLI-only list with all 24
  CLI-only commands in the registry
- cli-commands: add dedicated sections for hermes curator / fallback /
  hooks (new subcommands not previously documented); remove stale
  hermes honcho standalone section (the plugin registers dynamically
  via hermes memory); list curator/fallback/hooks in top-level table;
  fix completion to include fish
- toolsets-reference: document the real 52-toolset count; split browser
  vs browser-cdp; add discord / discord_admin / spotify / yuanbao;
  correct hermes-cli tool count from 36 to 38; fix misleading claim
  that hermes-homeassistant adds tools (it's identical to hermes-cli)
- tools-reference: bump tool count 55 -> 68; add 7 Spotify, 5 Yuanbao,
  2 Discord toolsets; move browser_cdp/browser_dialog to their own
  browser-cdp toolset section
- environment-variables: add 40+ user-facing HERMES_* vars that were
  undocumented (--yolo, --accept-hooks, --ignore-*, inference model
  override, agent/stream/checkpoint timeouts, OAuth trace, per-platform
  batch tuning for Telegram/Discord/Matrix/Feishu/WeCom, cron knobs,
  gateway restart/connect timeouts); dedupe the Cron Scheduler section;
  replace stale QQ_SANDBOX with QQ_PORTAL_HOST

User-guide (top level):
- cli.md: compression preserves last 20 turns, not 4 (protect_last_n: 20)
- configuration.md: display.platforms is the canonical per-platform
  override key; tool_progress_overrides is deprecated and auto-migrated
- profiles.md: model.default is the config key, not model.model
- sessions.md: CLI/TUI session IDs use 6-char hex, gateway uses 8
- checkpoints-and-rollback.md: destructive-command list now matches
  _DESTRUCTIVE_PATTERNS (adds rmdir, cp, install, dd)
- docker.md: the container runs as non-root hermes (UID 10000) via
  gosu; fix install command (uv pip); add missing --insecure on the
  dashboard compose example (required for non-loopback bind)
- security.md: systemctl danger pattern also matches 'restart'
- index.md: built-in tool count 47 -> 68
- integrations/index.md: 6 STT providers, 8 memory providers
- integrations/providers.md: drop fictional dashscope/qwen aliases

Features:
- overview.md: 9 image models (not 8), 9 TTS providers (not 5),
  8 memory providers (Supermemory was missing)
- tool-gateway.md: 9 image models
- tools.md: extend common-toolsets list with search / messaging /
  spotify / discord / debugging / safe
- fallback-providers.md: add 6 real providers from PROVIDER_REGISTRY
  (lmstudio, kimi-coding-cn, stepfun, alibaba-coding-plan,
  tencent-tokenhub, azure-foundry)
- plugins.md: Available Hooks table now includes on_session_finalize,
  on_session_reset, subagent_stop
- built-in-plugins.md: add the 7 bundled plugins the page didn't
  mention (spotify, google_meet, three image_gen providers, two
  dashboard examples)
- web-dashboard.md: add --insecure and --tui flags
- cron.md: hermes cron create takes positional schedule/prompt, not
  flags

Messaging:
- telegram.md: TELEGRAM_WEBHOOK_SECRET is now REQUIRED when
  TELEGRAM_WEBHOOK_URL is set (gateway refuses to start without it
  per GHSA-3vpc-7q5r-276h). Biggest user-visible drift in the batch.
- discord.md: HERMES_DISCORD_TEXT_BATCH_SPLIT_DELAY_SECONDS default
  is 2.0, not 0.1
- dingtalk.md: document DINGTALK_REQUIRE_MENTION /
  FREE_RESPONSE_CHATS / MENTION_PATTERNS / HOME_CHANNEL /
  ALLOW_ALL_USERS that the adapter supports
- bluebubbles.md: drop fictional BLUEBUBBLES_SEND_READ_RECEIPTS env
  var; the setting lives in platforms.bluebubbles.extra only
- qqbot.md: drop dead QQ_SANDBOX; add real QQ_PORTAL_HOST and
  QQ_GROUP_ALLOWED_USERS
- wecom-callback.md: replace 'hermes gateway start' (service-only)
  with 'hermes gateway' for first-time setup

Developer-guide:
- architecture.md: refresh tool/toolset counts (61/52), terminal
  backend count (7), line counts for run_agent.py (~13.7k), cli.py
  (~11.5k), main.py (~10.4k), setup.py (~3.5k), gateway/run.py
  (~12.2k), mcp_tool.py (~3.1k); add yuanbao adapter, bump platform
  adapter count 18 -> 20
- agent-loop.md: run_agent.py line count 10.7k -> 13.7k
- tools-runtime.md: add vercel_sandbox backend
- adding-tools.md: remove stale 'Discovery import added to
  model_tools.py' checklist item (registry auto-discovery)
- adding-platform-adapters.md: mark send_typing / get_chat_info as
  concrete base methods; only connect/disconnect/send are abstract
- acp-internals.md: ACP sessions now persist to SessionDB
  (~/.hermes/state.db); acp.run_agent call uses
  use_unstable_protocol=True
- cron-internals.md: gateway runs scheduler in a dedicated background
  thread via _start_cron_ticker, not on a maintenance cycle; locking
  is cross-process via fcntl.flock (Unix) / msvcrt.locking (Windows)
- gateway-internals.md: gateway/run.py ~12k lines
- provider-runtime.md: cron DOES support fallback (run_job reads
  fallback_providers from config)
- session-storage.md: SCHEMA_VERSION = 11 (not 9); add migrations
  10 and 11 (trigram FTS, inline-mode FTS5 re-index); add
  api_call_count column to Sessions DDL; document messages_fts_trigram
  and state_meta in the architecture tree
- context-compression-and-caching.md: remove the obsolete 'context
  pressure warnings' section (warnings were removed for causing
  models to give up early)
- context-engine-plugin.md: compress() signature now includes
  focus_topic param
- extending-the-cli.md: _build_tui_layout_children signature now
  includes model_picker_widget; add to default layout

Also fixed three pre-existing broken links/anchors the build warned
about (docker.md -> api-server.md, yuanbao.md -> cron-jobs.md and
tips#background-tasks, nix-setup.md -> #container-aware-cli).

Regenerated per-skill pages via website/scripts/generate-skill-docs.py
so catalog tables and sidebar are consistent with current SKILL.md
frontmatter.

docusaurus build: clean, no broken links or anchors.
2026-04-29 20:55:59 -07:00

259 lines
12 KiB
Markdown

---
sidebar_position: 7
title: "Gateway Internals"
description: "How the messaging gateway boots, authorizes users, routes sessions, and delivers messages"
---
# Gateway Internals
The messaging gateway is the long-running process that connects Hermes to 14+ external messaging platforms through a unified architecture.
## Key Files
| File | Purpose |
|------|---------|
| `gateway/run.py` | `GatewayRunner` — main loop, slash commands, message dispatch (~12,000 lines) |
| `gateway/session.py` | `SessionStore` — conversation persistence and session key construction |
| `gateway/delivery.py` | Outbound message delivery to target platforms/channels |
| `gateway/pairing.py` | DM pairing flow for user authorization |
| `gateway/channel_directory.py` | Maps chat IDs to human-readable names for cron delivery |
| `gateway/hooks.py` | Hook discovery, loading, and lifecycle event dispatch |
| `gateway/mirror.py` | Cross-session message mirroring for `send_message` |
| `gateway/status.py` | Token lock management for profile-scoped gateway instances |
| `gateway/builtin_hooks/` | Extension point for always-registered hooks (none shipped) |
| `gateway/platforms/` | Platform adapters (one per messaging platform) |
## Architecture Overview
```text
┌─────────────────────────────────────────────────┐
│ GatewayRunner │
│ │
│ ┌──────────┐ ┌──────────┐ ┌──────────┐ │
│ │ Telegram │ │ Discord │ │ Slack │ │
│ │ Adapter │ │ Adapter │ │ Adapter │ │
│ └────┬─────┘ └────┬─────┘ └────┬─────┘ │
│ │ │ │ │
│ └─────────────┼─────────────┘ │
│ ▼ │
│ _handle_message() │
│ │ │
│ ┌───────────┼───────────┐ │
│ ▼ ▼ ▼ │
│ Slash command AIAgent Queue/BG │
│ dispatch creation sessions │
│ │ │
│ ▼ │
│ SessionStore │
│ (SQLite persistence) │
└───────┴─────────────┴─────────────┴─────────────┘
```
## Message Flow
When a message arrives from any platform:
1. **Platform adapter** receives raw event, normalizes it into a `MessageEvent`
2. **Base adapter** checks active session guard:
- If agent is running for this session → queue message, set interrupt event
- If `/approve`, `/deny`, `/stop` → bypass guard (dispatched inline)
3. **GatewayRunner._handle_message()** receives the event:
- Resolve session key via `_session_key_for_source()` (format: `agent:main:{platform}:{chat_type}:{chat_id}`)
- Check authorization (see Authorization below)
- Check if it's a slash command → dispatch to command handler
- Check if agent is already running → intercept commands like `/stop`, `/status`
- Otherwise → create `AIAgent` instance and run conversation
4. **Response** is sent back through the platform adapter
### Session Key Format
Session keys encode the full routing context:
```
agent:main:{platform}:{chat_type}:{chat_id}
```
For example: `agent:main:telegram:private:123456789`
Thread-aware platforms (Telegram forum topics, Discord threads, Slack threads) may include thread IDs in the chat_id portion. **Never construct session keys manually** — always use `build_session_key()` from `gateway/session.py`.
### Two-Level Message Guard
When an agent is actively running, incoming messages pass through two sequential guards:
1. **Level 1 — Base adapter** (`gateway/platforms/base.py`): Checks `_active_sessions`. If the session is active, queues the message in `_pending_messages` and sets an interrupt event. This catches messages *before* they reach the gateway runner.
2. **Level 2 — Gateway runner** (`gateway/run.py`): Checks `_running_agents`. Intercepts specific commands (`/stop`, `/new`, `/queue`, `/status`, `/approve`, `/deny`) and routes them appropriately. Everything else triggers `running_agent.interrupt()`.
Commands that must reach the runner while the agent is blocked (like `/approve`) are dispatched **inline** via `await self._message_handler(event)` — they bypass the background task system to avoid race conditions.
## Authorization
The gateway uses a multi-layer authorization check, evaluated in order:
1. **Per-platform allow-all flag** (e.g., `TELEGRAM_ALLOW_ALL_USERS`) — if set, all users on that platform are authorized
2. **Platform allowlist** (e.g., `TELEGRAM_ALLOWED_USERS`) — comma-separated user IDs
3. **DM pairing** — authenticated users can pair new users via a pairing code
4. **Global allow-all** (`GATEWAY_ALLOW_ALL_USERS`) — if set, all users across all platforms are authorized
5. **Default: deny** — unauthorized users are rejected
### DM Pairing Flow
```text
Admin: /pair
Gateway: "Pairing code: ABC123. Share with the user."
New user: ABC123
Gateway: "Paired! You're now authorized."
```
Pairing state is persisted in `gateway/pairing.py` and survives restarts.
## Slash Command Dispatch
All slash commands in the gateway flow through the same resolution pipeline:
1. `resolve_command()` from `hermes_cli/commands.py` maps input to canonical name (handles aliases, prefix matching)
2. The canonical name is checked against `GATEWAY_KNOWN_COMMANDS`
3. Handler in `_handle_message()` dispatches based on canonical name
4. Some commands are gated on config (`gateway_config_gate` on `CommandDef`)
### Running-Agent Guard
Commands that must NOT execute while the agent is processing are rejected early:
```python
if _quick_key in self._running_agents:
if canonical == "model":
return "⏳ Agent is running — wait for it to finish or /stop first."
```
Bypass commands (`/stop`, `/new`, `/approve`, `/deny`, `/queue`, `/status`) have special handling.
## Config Sources
The gateway reads configuration from multiple sources:
| Source | What it provides |
|--------|-----------------|
| `~/.hermes/.env` | API keys, bot tokens, platform credentials |
| `~/.hermes/config.yaml` | Model settings, tool configuration, display options |
| Environment variables | Override any of the above |
Unlike the CLI (which uses `load_cli_config()` with hardcoded defaults), the gateway reads `config.yaml` directly via YAML loader. This means config keys that exist in the CLI's defaults dict but not in the user's config file may behave differently between CLI and gateway.
## Platform Adapters
Each messaging platform has an adapter in `gateway/platforms/`:
```text
gateway/platforms/
├── base.py # BaseAdapter — shared logic for all platforms
├── telegram.py # Telegram Bot API (long polling or webhook)
├── discord.py # Discord bot via discord.py
├── slack.py # Slack Socket Mode
├── whatsapp.py # WhatsApp Business Cloud API
├── signal.py # Signal via signal-cli REST API
├── matrix.py # Matrix via mautrix (optional E2EE)
├── mattermost.py # Mattermost WebSocket API
├── email.py # Email via IMAP/SMTP
├── sms.py # SMS via Twilio
├── dingtalk.py # DingTalk WebSocket
├── feishu.py # Feishu/Lark WebSocket or webhook
├── wecom.py # WeCom (WeChat Work) callback
├── weixin.py # Weixin (personal WeChat) via iLink Bot API
├── bluebubbles.py # Apple iMessage via BlueBubbles macOS server
├── qqbot.py # QQ Bot (Tencent QQ) via Official API v2
├── webhook.py # Inbound/outbound webhook adapter
├── api_server.py # REST API server adapter
└── homeassistant.py # Home Assistant conversation integration
```
Adapters implement a common interface:
- `connect()` / `disconnect()` — lifecycle management
- `send_message()` — outbound message delivery
- `on_message()` — inbound message normalization → `MessageEvent`
### Token Locks
Adapters that connect with unique credentials call `acquire_scoped_lock()` in `connect()` and `release_scoped_lock()` in `disconnect()`. This prevents two profiles from using the same bot token simultaneously.
## Delivery Path
Outgoing deliveries (`gateway/delivery.py`) handle:
- **Direct reply** — send response back to the originating chat
- **Home channel delivery** — route cron job outputs and background results to a configured home channel
- **Explicit target delivery** — `send_message` tool specifying `telegram:-1001234567890`
- **Cross-platform delivery** — deliver to a different platform than the originating message
Cron job deliveries are NOT mirrored into gateway session history — they live in their own cron session only. This is a deliberate design choice to avoid message alternation violations.
## Hooks
Gateway hooks are Python modules that respond to lifecycle events:
### Gateway Hook Events
| Event | When fired |
|-------|-----------|
| `gateway:startup` | Gateway process starts |
| `session:start` | New conversation session begins |
| `session:end` | Session completes or times out |
| `session:reset` | User resets session with `/new` |
| `agent:start` | Agent begins processing a message |
| `agent:step` | Agent completes one tool-calling iteration |
| `agent:end` | Agent finishes and returns response |
| `command:*` | Any slash command is executed |
Hooks are discovered from `gateway/builtin_hooks/` (always active) and `~/.hermes/hooks/` (user-installed). Each hook is a directory with a `HOOK.yaml` manifest and `handler.py`.
## Memory Provider Integration
When a memory provider plugin (e.g., Honcho) is enabled:
1. Gateway creates an `AIAgent` per message with the session ID
2. The `MemoryManager` initializes the provider with the session context
3. Provider tools (e.g., `honcho_profile`, `viking_search`) are routed through:
```text
AIAgent._invoke_tool()
→ self._memory_manager.handle_tool_call(name, args)
→ provider.handle_tool_call(name, args)
```
4. On session end/reset, `on_session_end()` fires for cleanup and final data flush
### Memory Flush Lifecycle
When a session is reset, resumed, or expires:
1. Built-in memories are flushed to disk
2. Memory provider's `on_session_end()` hook fires
3. A temporary `AIAgent` runs a memory-only conversation turn
4. Context is then discarded or archived
## Background Maintenance
The gateway runs periodic maintenance alongside message handling:
- **Cron ticking** — checks job schedules and fires due jobs
- **Session expiry** — cleans up abandoned sessions after timeout
- **Memory flush** — proactively flushes memory before session expiry
- **Cache refresh** — refreshes model lists and provider status
## Process Management
The gateway runs as a long-lived process, managed via:
- `hermes gateway start` / `hermes gateway stop` — manual control
- `systemctl` (Linux) or `launchctl` (macOS) — service management
- PID file at `~/.hermes/gateway.pid` — profile-scoped process tracking
**Profile-scoped vs global**: `start_gateway()` uses profile-scoped PID files. `hermes gateway stop` stops only the current profile's gateway. `hermes gateway stop --all` uses global `ps aux` scanning to kill all gateway processes (used during updates).
## Related Docs
- [Session Storage](./session-storage.md)
- [Cron Internals](./cron-internals.md)
- [ACP Internals](./acp-internals.md)
- [Agent Loop Internals](./agent-loop.md)
- [Messaging Gateway (User Guide)](/docs/user-guide/messaging)