hermes-agent/website/docs/developer-guide/contributing.md
Teknium 9de893e3b0 feat(windows): close native-Windows install gaps — crash-free startup, UTF-8 stdio, tzdata dep, docs
Native Windows (with Git for Windows installed) can now run the Hermes CLI
and gateway end-to-end without crashing.  install.ps1 already existed and
the Git Bash terminal backend was already wired up — this PR fills the
remaining gaps discovered by auditing every Windows-unsafe primitive
(`signal.SIGKILL`, `os.kill(pid, 0)` probes, bare `fcntl`/`termios`
imports) and by comparing hermes against how Claude Code, OpenCode, Codex,
and Cline handle native Windows.

## What changed

### UTF-8 stdio (new module)
- `hermes_cli/stdio.py` — single `configure_windows_stdio()` entry point.
  Flips the console code page to CP_UTF8 (65001), reconfigures
  `sys.stdout`/`stderr`/`stdin` to UTF-8, sets `PYTHONIOENCODING` + `PYTHONUTF8`
  for subprocesses.  No-op on non-Windows.  Opt out via `HERMES_DISABLE_WINDOWS_UTF8=1`.
- Called early in `cli.py::main`, `hermes_cli/main.py::main`, and
  `gateway/run.py::main` so Unicode banners (box-drawing, geometric
  symbols, non-Latin chat text) don't `UnicodeEncodeError` on cp1252
  consoles.

### Crash sites fixed
- `hermes_cli/main.py:7970` (hermes update → stuck gateway sweep): raw
  `os.kill(pid, _signal.SIGKILL)` → `gateway.status.terminate_pid(pid, force=True)`
  which routes through `taskkill /T /F` on Windows.
- `hermes_cli/profiles.py::_stop_gateway_process`: same fix — also
  converted SIGTERM path to `terminate_pid()` and widened OSError catch
  on the intermediate `os.kill(pid, 0)` probe.
- `hermes_cli/kanban_db.py:2914, 3041`: raw `signal.SIGKILL` →
  `getattr(signal, "SIGKILL", signal.SIGTERM)` fallback (matches the
  pattern already used in `gateway/status.py`).

### OSError widening on `os.kill(pid, 0)` probes
Windows raises `OSError` (WinError 87) for a gone PID instead of
`ProcessLookupError`.  Widened the catch at:
- `gateway/run.py:15101` (`--replace` wait-for-exit loop — without this,
  the loop busy-spins the full 10s every Windows gateway start)
- `hermes_cli/gateway.py:228, 460, 940`
- `hermes_cli/profiles.py:777`
- `tools/process_registry.py::_is_host_pid_alive`
- `tools/browser_tool.py:1170, 1206`

### Dashboard PTY graceful degradation
`hermes_cli/pty_bridge.py` depends on `fcntl`/`termios`/`ptyprocess`,
none of which exist on native Windows.  Previously a Windows dashboard
would crash on `import hermes_cli.web_server` because of a top-level
import.  Now:
- `hermes_cli/web_server.py` wraps the pty_bridge import in
  `try/except ImportError` and sets `_PTY_BRIDGE_AVAILABLE=False`.
- The `/api/pty` WebSocket handler returns a friendly "use WSL2 for
  this tab" message instead of exploding.
- Every other dashboard feature (sessions, jobs, metrics, config
  editor) runs natively on Windows.

### Dependency
- `pyproject.toml`: add `tzdata>=2023.3; sys_platform == 'win32'` so
  Python's `zoneinfo` works on Windows (which has no IANA tzdata
  shipped with the OS).  Credits @sprmn24 (PR #13182).

### Docs
- README.md: removed "Native Windows is not supported"; added
  PowerShell one-liner and Git-for-Windows prerequisite note.
- `website/docs/getting-started/installation.md`: new Windows section
  with capability matrix (everything native except the dashboard
  `/chat` PTY tab, which is WSL2-only).
- `website/docs/user-guide/windows-wsl-quickstart.md`: reframed as
  "WSL2 as an alternative to native" rather than "the only way".
- `website/docs/developer-guide/contributing.md`: updated
  cross-platform guidance with the `signal.SIGKILL` / `OSError`
  rules we enforce now.
- `website/docs/user-guide/features/web-dashboard.md`: acknowledged
  native Windows works for everything except the embedded PTY pane.

## Why this shape

Pulled from a survey of how other agent codebases handle native
Windows (Claude Code, OpenCode, Codex, Cline):

- All four treat Git Bash as the canonical shell on Windows, same as
  hermes already does in `tools/environments/local.py::_find_bash()`.
- None of them force `SetConsoleOutputCP` — but they don't have to,
  Node/Rust write UTF-16 to the Win32 console API.  Python does not get
  that for free, so we flip CP_UTF8 via ctypes.
- None of them ship PowerShell-as-primary-shell (Claude Code exposes
  PS as a secondary tool; scope creep for this PR).
- All of them use `taskkill /T /F` for force-kill on Windows, which
  is exactly what `gateway.status.terminate_pid(force=True)` does.

## Non-goals (deliberate scope limits)

- No PowerShell-as-a-second-shell tool — worth designing separately.
- No terminal routing rewrite (#12317, #15461, #19800 cluster) — that's
  the hardest design call and needs a separate doc.
- No wholesale `open()` → `open(..., encoding="utf-8")` sweep (Tianworld
  cluster) — will do as follow-up if users hit actual breakage; most
  modern code already specifies it.

## Validation

- 28 new tests in `tests/tools/test_windows_native_support.py` — all
  platform-mocked, pass on Linux CI.  Cover:
  - `configure_windows_stdio` idempotency, opt-out, env-preservation
  - `terminate_pid` taskkill routing, failure → OSError, FileNotFoundError fallback
  - `getattr(signal, "SIGKILL", …)` fallback shape
  - `_is_host_pid_alive` OSError widening (Windows-gone-PID behavior)
  - Source-level checks that all entry points call `configure_windows_stdio`
  - pty_bridge import-guard present in `web_server.py`
  - README no longer says "not supported"
- 12 pre-existing tests in `tests/tools/test_windows_compat.py` still pass.
- `tests/hermes_cli/` ran fully (3909 passed, 9 failures — all confirmed
  pre-existing on main by stash-test).
- `tests/gateway/` ran fully (5021 passed, 1 pre-existing failure).
- `tests/tools/test_process_registry.py` + `test_browser_*` pass.
- Manual smoke: `import hermes_cli.stdio; import gateway.run;
  import hermes_cli.web_server` — all clean, `_PTY_BRIDGE_AVAILABLE=True`
  on Linux (as expected).

## Files

- New: `hermes_cli/stdio.py`, `tests/tools/test_windows_native_support.py`
- Modified: `cli.py`, `gateway/run.py`, `hermes_cli/main.py`,
  `hermes_cli/profiles.py`, `hermes_cli/gateway.py`,
  `hermes_cli/kanban_db.py`, `hermes_cli/pty_bridge.py`,
  `hermes_cli/web_server.py`, `tools/browser_tool.py`,
  `tools/process_registry.py`, `pyproject.toml`, `README.md`, and 4
  docs pages.

Credits to everyone whose prior PR work informed these fixes — see
the co-author trailers.  All of the PRs listed in
`~/.hermes/plans/windows-support-prs.md` fixing `os.kill` / `signal.SIGKILL`
/ UTF-8 stdio / tzdata / README patterns found the same issues; this PR
consolidates them.

Co-authored-by: Philip D'Souza <9472774+PhilipAD@users.noreply.github.com>
Co-authored-by: Arecanon <42595053+ArecaNon@users.noreply.github.com>
Co-authored-by: XiaoXiao0221 <263113677+XiaoXiao0221@users.noreply.github.com>
Co-authored-by: Lars Hagen <1360677+lars-hagen@users.noreply.github.com>
Co-authored-by: Luan Dias <65574834+luandiasrj@users.noreply.github.com>
Co-authored-by: Ruzzgar <ruzzgarcn@gmail.com>
Co-authored-by: sprmn24 <oncuevtv@gmail.com>
Co-authored-by: adybag14-cyber <252811164+adybag14-cyber@users.noreply.github.com>
Co-authored-by: Prasanna28Devadiga <54196612+Prasanna28Devadiga@users.noreply.github.com>
2026-05-08 14:27:40 -07:00

8.6 KiB

sidebar_position title description
4 Contributing How to contribute to Hermes Agent — dev setup, code style, PR process

Contributing

Thank you for contributing to Hermes Agent! This guide covers setting up your dev environment, understanding the codebase, and getting your PR merged.

Contribution Priorities

We value contributions in this order:

  1. Bug fixes — crashes, incorrect behavior, data loss
  2. Cross-platform compatibility — macOS, different Linux distros, WSL2
  3. Security hardening — shell injection, prompt injection, path traversal
  4. Performance and robustness — retry logic, error handling, graceful degradation
  5. New skills — broadly useful ones (see Creating Skills)
  6. New tools — rarely needed; most capabilities should be skills
  7. Documentation — fixes, clarifications, new examples

Common contribution paths

Development Setup

Prerequisites

Requirement Notes
Git With --recurse-submodules support, and the git-lfs extension installed
Python 3.11+ uv will install it if missing
uv Fast Python package manager (install)
Node.js 20+ Optional — needed for browser tools and WhatsApp bridge (matches root package.json engines)

Clone and Install

git clone --recurse-submodules https://github.com/NousResearch/hermes-agent.git
cd hermes-agent

# Create venv with Python 3.11
uv venv venv --python 3.11
export VIRTUAL_ENV="$(pwd)/venv"

# Install with all extras (messaging, cron, CLI menus, dev tools)
uv pip install -e ".[all,dev]"
uv pip install -e "./tinker-atropos"

# Optional: browser tools
npm install

Configure for Development

mkdir -p ~/.hermes/{cron,sessions,logs,memories,skills}
cp cli-config.yaml.example ~/.hermes/config.yaml
touch ~/.hermes/.env

# Add at minimum an LLM provider key:
echo 'OPENROUTER_API_KEY=sk-or-v1-your-key' >> ~/.hermes/.env

Run

# Symlink for global access
mkdir -p ~/.local/bin
ln -sf "$(pwd)/venv/bin/hermes" ~/.local/bin/hermes

# Verify
hermes doctor
hermes chat -q "Hello"

Run Tests

pytest tests/ -v

Code Style

  • PEP 8 with practical exceptions (no strict line length enforcement)
  • Comments: Only when explaining non-obvious intent, trade-offs, or API quirks
  • Error handling: Catch specific exceptions. Use logger.warning()/logger.error() with exc_info=True for unexpected errors
  • Cross-platform: Never assume Unix (see below)
  • Profile-safe paths: Never hardcode ~/.hermes — use get_hermes_home() from hermes_constants for code paths and display_hermes_home() for user-facing messages. See AGENTS.md for full rules.

Cross-Platform Compatibility

Hermes officially supports Linux, macOS, WSL2, and native Windows (via PowerShell install). Native Windows uses Git Bash (from Git for Windows) for shell commands. A few features require POSIX kernel primitives and are gated: the dashboard's embedded PTY terminal pane (/chat tab) is WSL2-only.

When contributing code, keep these rules in mind:

  • Don't add unguarded signal.SIGKILL references. It's not defined on Windows. Either route through gateway.status.terminate_pid(pid, force=True) (the centralized primitive that does taskkill /T /F on Windows and SIGKILL on POSIX), or fall back with getattr(signal, "SIGKILL", signal.SIGTERM).
  • Catch OSError alongside ProcessLookupError on os.kill(pid, 0) probes. Windows raises OSError (WinError 87, "parameter is incorrect") for an already-gone PID instead of ProcessLookupError.
  • Don't force the terminal to POSIX semantics. os.setsid, os.killpg, os.getpgid, os.fork all raise on Windows — gate them with if sys.platform != "win32": or if os.name != "nt":.
  • Open files with an explicit encoding="utf-8". The Python default on Windows is the system locale (often cp1252), which mojibakes or crashes on non-Latin text.
  • Use pathlib.Path / os.path.join — never manually concat with /. This matters less for strings the OS gives us back and more for strings we construct to hand to subprocesses.

Key patterns:

1. termios and fcntl are Unix-only

Always catch both ImportError and NotImplementedError:

try:
    from simple_term_menu import TerminalMenu
    menu = TerminalMenu(options)
    idx = menu.show()
except (ImportError, NotImplementedError):
    # Fallback: numbered menu
    for i, opt in enumerate(options):
        print(f"  {i+1}. {opt}")
    idx = int(input("Choice: ")) - 1

2. File encoding

Some environments may save .env files in non-UTF-8 encodings:

try:
    load_dotenv(env_path)
except UnicodeDecodeError:
    load_dotenv(env_path, encoding="latin-1")

3. Process management

os.setsid(), os.killpg(), and signal handling differ across platforms:

import platform
if platform.system() != "Windows":
    kwargs["preexec_fn"] = os.setsid

4. Path separators

Use pathlib.Path instead of string concatenation with /.

Security Considerations

Hermes has terminal access. Security matters.

Existing Protections

Layer Implementation
Sudo password piping Uses shlex.quote() to prevent shell injection
Dangerous command detection Regex patterns in tools/approval.py with user approval flow
Cron prompt injection Scanner blocks instruction-override patterns
Write deny list Protected paths resolved via os.path.realpath() to prevent symlink bypass
Skills guard Security scanner for hub-installed skills
Code execution sandbox Child process runs with API keys stripped
Container hardening Docker: all capabilities dropped, no privilege escalation, PID limits

Contributing Security-Sensitive Code

  • Always use shlex.quote() when interpolating user input into shell commands
  • Resolve symlinks with os.path.realpath() before access control checks
  • Don't log secrets
  • Catch broad exceptions around tool execution
  • Test on all platforms if your change touches file paths or processes

Pull Request Process

Branch Naming

fix/description        # Bug fixes
feat/description       # New features
docs/description       # Documentation
test/description       # Tests
refactor/description   # Code restructuring

Before Submitting

  1. Run tests: pytest tests/ -v
  2. Test manually: Run hermes and exercise the code path you changed
  3. Check cross-platform impact: Consider macOS and different Linux distros
  4. Keep PRs focused: One logical change per PR

PR Description

Include:

  • What changed and why
  • How to test it
  • What platforms you tested on
  • Reference any related issues

Commit Messages

We use Conventional Commits:

<type>(<scope>): <description>
Type Use for
fix Bug fixes
feat New features
docs Documentation
test Tests
refactor Code restructuring
chore Build, CI, dependency updates

Scopes: cli, gateway, tools, skills, agent, install, whatsapp, security

Examples:

fix(cli): prevent crash in save_config_value when model is a string
feat(gateway): add WhatsApp multi-user session isolation
fix(security): prevent shell injection in sudo password piping

Reporting Issues

  • Use GitHub Issues
  • Include: OS, Python version, Hermes version (hermes version), full error traceback
  • Include steps to reproduce
  • Check existing issues before creating duplicates
  • For security vulnerabilities, please report privately

Community

  • Discord: discord.gg/NousResearch
  • GitHub Discussions: For design proposals and architecture discussions
  • Skills Hub: Upload specialized skills and share with the community

License

By contributing, you agree that your contributions will be licensed under the MIT License.