Loopback dashboard tabs now share one one-shot stale-token recovery path across REST 401s, the PTY socket, the structured event socket, and the shared JSON-RPC gateway wrapper. The shared client exposes only an optional close-event interception hook; the dashboard remains responsible for deciding that loopback 4401 means reload.
Constraint: Current main delegates the web gateway to apps/shared JsonRpcGatewayClient, and #54022 review requires a shared-client-compatible close-code hook plus direct ChatSidebar event-socket coverage.
Rejected: Restore the dashboard's old direct WebSocket implementation | stale against the shared JSON-RPC client and would duplicate transport behavior.
Confidence: high
Scope-risk: moderate
Directive: Keep stale-token policy dashboard-specific; the shared JSON-RPC client should expose close events without learning dashboard auth semantics.
Tested: npm --workspace web test (21 files, 106 tests); focused stale-token tests (5 files, 14 tests); npm --workspace web run typecheck; npm --workspace @hermes/shared run lint; npm --workspace @hermes/shared run typecheck; focused web eslint; git diff --check.
Not-tested: Manual browser smoke test across a real dashboard restart.
The gateway keeps one PairingStore per served profile, but every
`/api/pairing` endpoint built the global one. An operator managing a named
profile saw the wrong pending list, and approving wrote a grant into a
whitelist their running gateway never consults — the user stays locked out
while the UI shows them as approved.
`_pairing_store(profile)` now resolves per profile and validates the name
(400/404 on an unknown one). No `_profile_scope` needed: PairingStore
resolves the profile's home itself, so nothing process-global is swapped
across an await.
Both GUIs had to change to match. The listing rides the query param — for
the dashboard that meant deleting `pairing` from the "machine-global, must
NOT be rewritten" exclusion list, a comment this change makes false. The
mutating endpoints read the profile off the BODY, which no query-param
rewrite reaches, so approve/revoke send it explicitly on both surfaces.
Follow-up hardening on the request-id grant path.
approve_request took the same lockout treatment as approve_code: gated by
it, and recording a miss toward it. But the two paths defend different
things. The lockout exists to stop guessing at the 8-char code space over a
messaging channel; a request id is only ever obtained by an admin already
authenticated to the store, so a miss means the row they clicked went stale.
Counting those let a handful of clicks on a stale list lock the operator out
of `hermes pairing approve` for an hour — the GUI DoSing the CLI.
Also drops the `code`/`code_hash_prefix` compat fields from list_pending.
The hash prefix is what admin surfaces mistook for an approvable code in the
first place, and re-exporting the request id under the old `code` key just
preserves the ambiguity; both consumers in the tree read `request_id` now.
The 16-hex sniffing that had been copy-pasted into the CLI and the endpoint
(where a chained conditional consulted it against the wrong field) moves to
one owner, PairingStore.looks_like_request_id.
The endpoint no longer reports a 429 on the request-id path, where lockout
can't apply — a stale id surfaced as a bogus "locked out" while the platform
sat locked for something else entirely.
Flips the default fan-out cadence from per_iteration (advisors re-run on
every tool iteration, multiplying advisor spend by tool-loop depth) to
user_turn (advisors run once on the first message of each user turn; the
acting aggregator works the rest of the tool loop with that turn's
advice). Until per-mode benchmarks justify a costlier default, MoA
defaults to the cheapest, lowest-impact cadence (#67199).
One default for everyone — no split legacy/new-preset semantics; presets
that want per-step advising set fanout: per_iteration explicitly. All
three modes (user_turn / per_iteration / every_n:N) remain selectable;
every_n:1 still collapses to per_iteration (semantic identity), while
unparseable values now fall to user_turn (the default).
Docs updated with a default-change note; the per-iteration rerun test
pins its mode explicitly.
Co-authored-by: skyer-flyyy <188930297+skyer-flyyy@users.noreply.github.com>
Follow-ups for salvaged #53784:
- reference_timeout now defaults to None = no per-preset override, so the
reference fan-out inherits auxiliary.moa_reference.timeout (900s default)
via call_llm's own per-task timeout resolution. The PR's 30.0s default
would have cut off long-thinking advisors mid-response, and its 300s max
cap capped legitimate explicit values — both removed. Explicit per-preset
values are still honored as-is.
- _is_failed_reference also treats '[skipped: …]' recursion-guard notes as
internal sentinels, keeping them out of both aggregator prompts.
- Dashboard/desktop TS types updated to number | null; web_server validator
accepts null/empty as 'inherit'.
The Desktop app can now sign in to a gated gateway using the user's SYSTEM
browser and OAuth 2.0 for Native Apps (RFC 8252) instead of an embedded
Electron BrowserWindow, and authenticates with bearer tokens it holds itself
instead of relying on HttpOnly browser session cookies.
Why brokered: the upstream IDP (Nous Portal) binds client_id to the gateway
instance and only permits redirect_uris on the gateway's own origin, so a
desktop loopback redirect can't be a direct Portal client. The gateway
therefore acts as the authorization server TO the desktop and an OAuth client
TO the Portal, reusing the existing PKCE start_login/complete_login provider
path unchanged.
Server (Ben's dashboard-auth lane):
- native_flow.py: in-memory broker — binds the desktop's PKCE challenge to a
completed Session, mints a single-use, short-TTL, PKCE-verified gateway
authorization code. Constant-time compare, single-use (consumed before the
PKCE check so a wrong verifier can't be retried), capacity-bounded.
- routes.py: GET /auth/native/authorize (starts the brokered PKCE login,
loopback-only redirect_uri, S256-only), POST /auth/native/token (loopback
code + verifier -> tokens in the JSON body, never Set-Cookie), POST
/auth/native/refresh (desktop-held RT rotation). /auth/callback branches to
mint a loopback code + 302 to 127.0.0.1 when a broker_state rides the PKCE
cookie; the cookie/SPA path is untouched.
- middleware.py: the gate accepts Authorization: Bearer <access_token>,
verified via the same verify_session provider stack (no cookie set/read),
with the same "provider unreachable -> 503, not logout" semantics.
- web_server.py /api/status: advertise auth_flows (["cookie","native_pkce"])
so clients can detect the capability; native_pkce only when a brokerable
OAuth provider is registered.
Desktop (Ben's lane):
- native-oauth.ts: pure PKCE/capability/URL/callback/token helpers.
- native-oauth-login.ts: loopback-listener orchestration (system browser via
openExternal, ephemeral 127.0.0.1 listener, state/PKCE verification), all
I/O injected for testability.
- main.ts: capability-gated oauth-login IPC — native flow when advertised,
automatic fallback to the existing embedded-webview cookie flow otherwise;
tokens stored encrypted (safeStorage/OS keychain), REST + ws-ticket
authenticated by bearer, transparent refresh, logout clears both shapes.
Tests: 18 server pytest (broker unit + full authorize->callback->token E2E +
cookieless bearer auth of a gated route + ws-ticket mint + capability
advertisement + refresh); desktop node --test/vitest for both pure modules
(PKCE, capability detection, callback CSRF, loopback round trip, timeout,
browser-open failure). Electron project typechecks clean.
Docs: website/docs/guides/desktop-native-signin.md.
Follow-up hardening on top of #64158 (@DavidMetcalfe):
Backend (the root-cause fix):
- hermes_cli/moa_config.py: add validate_moa_payload() — strict write-time
counterpart to the deliberately tolerant normalize_moa_config(). Flags
half-filled slots, empty reference lists, recursive moa slots, naming the
exact preset/slot.
- hermes_cli/web_server.py: PUT /api/model/moa validates before normalizing
and returns 422 with the specific problems instead of silently swapping the
user's preset for hardcoded defaults (#64156). Also declares
fanout / reference_max_tokens / reasoning_effort on the Pydantic payload so
client round-trips no longer erase hand-set values.
Desktop:
- Replace sanitize-then-send with hold-while-incomplete: the debounced
autosave is deferred (not repaired) while any slot is half-filled, and
flushes once the model pick completes the edit. Mid-edit UI state is never
repainted by a save response (generation guard covers held edits too).
- updateMoaSlot only clears the model when the provider actually changed.
- Explicit preset ops (set default / add / delete) cancel the pending
autosave and invalidate in-flight responses so the two writers can't race.
- Stable row keys (preset+index) so mid-edit rows don't remount; cleared
model shows the 'Model' placeholder instead of vanishing.
Both TS clients' MoaConfigResponse types now declare the round-tripped
fields (fanout, reference_max_tokens, reasoning_effort).
Tests: 12 new backend unit tests (validate_moa_payload contract incl.
validate/normalize agreement), 3 new web_server endpoint tests (422 on
half-filled ref/aggregator, fanout round-trip), 3 new desktop vitest cases
(autosave held while half-filled, flush on completion, same-provider
reselect no-op). E2E validated against a live TestClient with isolated
HERMES_HOME: bug sequence now 422s with config untouched.
Fixes#64156
The Keys page only rendered env vars present in a catalog (OPTIONAL_ENV_VARS
or the provider catalog); any other key a user set in .env was invisible, and
there was no way to add an arbitrary env var from the GUI (e.g. to inject a
var a skill or MCP server needs).
Backend: GET /api/env now also emits a row for every on-disk .env key that
isn't in any catalog, flagged category="custom" + custom=true and
password-masked (an unrecognised key could hold anything, so it's redacted and
reveal-gated like any secret). Channel-managed credentials stay excluded. The
write (PUT /api/env) and reveal (POST /api/env/reveal) paths already handle
arbitrary keys, with the existing env-name guard + denylist (PATH, LD_PRELOAD,
PYTHONPATH, …) enforced server-side — no new write surface.
Frontend: a new "Custom Keys" section lists those custom rows and carries an
add-a-key form (client-side name validation mirroring the backend regex; the
new row reuses the normal edit/save flow, so on save it round-trips back from
the backend as a durable custom row). i18n added for en + zh + types.
Tests: behavior-contract coverage that an unknown .env key surfaces as a
masked custom row and a catalogued key does not — verified to fail on the
pre-fix backend.
The shared websocket package is a web file: dependency but was excluded
by .dockerignore and never copied into the Docker build context. Also fix
tsc -b errors: expose buildWsUrl on api and drop the GatewayClient state
getter that conflicted with the shared base class.
The Electron desktop app and the web dashboard each carried their own
copy of the tui_gateway JSON-RPC WebSocket client plus near-identical
auth'd WS-URL construction. The dashboard's copy was the historical
source of the "is the dashboard required to run the desktop app?"
confusion, since the two surfaces looked coupled.
Consolidate the genuinely shared transport into the existing
framework-agnostic `@hermes/shared` package so both surfaces consume it
independently — neither app depends on the other:
- Move `resolveGatewayWsUrl` + `GatewayReauthRequiredError` (single-use
OAuth ticket re-mint vs long-lived token fallback) into
`@hermes/shared`; desktop now imports them directly.
- Add `buildHermesWebSocketUrl`, one base-path/scheme/auth-aware URL
builder, and route every dashboard WS endpoint through it
(`/api/ws`, `/api/events`, `/api/pty`, plugin WS URLs).
- Reduce the dashboard `GatewayClient` to a thin subclass of the shared
`JsonRpcGatewayClient`, deleting ~210 lines of duplicated pending-call
/event-dispatch/connect plumbing while keeping its dashboard-specific
ticket-vs-token auth selection.
- Drop the stale "start it with --tui" chat banner, which implied the
dashboard flag was required.
Behavior is preserved on both surfaces; the dashboard additionally
inherits the shared client's 15s connect timeout (previously
desktop-only), so a hung connect now fails fast instead of pinning the
composer in "connecting".
* feat(moa): expose MoA presets as selectable virtual models
Reconstructed onto current main (PR #46081's base had diverged with no common
ancestor, marking the PR dirty so CI never dispatched). MoA is now a virtual
provider: each named preset is a selectable model under provider 'moa', and the
preset's aggregator is the acting model that answers and calls tools.
Reference models fan out in parallel via a bounded ThreadPoolExecutor (the same
batch pattern delegate_task uses) — all references dispatched at once, collected
when every one finishes, then handed to the aggregator. Output order is
preserved, failures and the MoA-recursion guard stay isolated per reference.
- Removed the old mixture_of_agents model tool and moa toolset.
- Added moa as a virtual provider in the provider/model inventory.
- /moa is shortcut behavior over model selection (default preset / named preset
/ one-shot prompt).
- Dashboard + Desktop manage named presets; presets appear in model pickers.
- Parallel reference fan-out in agent/moa_loop.py with regression test.
* fix(moa): thread moa_config through _run_agent to _run_agent_inner
The reconstructed gateway MoA wiring declared moa_config on _run_agent (the
profile-scoping wrapper) and used it inside _run_agent_inner, but the wrapper
never forwarded it — _run_agent_inner had no such parameter, so the runtime hit
NameError: name 'moa_config' is not defined on the compression-failure session
sync path. Add moa_config to _run_agent_inner's signature and forward it from
both wrapper call sites (multiplex and non-multiplex). Caught by
tests/gateway/test_compression_failure_session_sync.py on CI shard test(4).
* fix(moa): classify moa as a virtual provider in the catalog
The moa virtual provider has no PROVIDER_REGISTRY/ProviderProfile entry, so
provider_catalog() fell through to the default auth_type="api_key" with no
env vars — tripping two catalog invariants:
- test_provider_catalog: api_key providers must expose a credential env var
- test_provider_parity: every hermes-model provider must be desktop-configurable
moa already declares auth_type="virtual" in HERMES_OVERLAYS; consult that
overlay as an auth_type fallback so the catalog reports moa as virtual (no real
credential, no network endpoint). Exempt virtual providers from the desktop
parity union check the same way 'custom' is exempt — derived from the catalog,
not a hardcoded slug, so future virtual providers are covered too.
The Chat-tab session switcher rendered rows in the API's default
order="created" (original start time) while each row displays
last_active — so a session you just messaged in could sit below an
older one, and the list looked unsorted against its own timestamps.
Pass order="recent" from ChatSessionList so the switcher sorts by
latest activity across the compression chain (most-recently-used at
top, ChatGPT-style; long conversations that auto-compressed into a new
continuation id stay on the first page). Adds an optional, defaulted
`order` arg to api.getSessions; the paginated Sessions page keeps the
stable created order.
The dashboard MCP catalog only showed name/description/transport and a
non-clickable source. Users couldn't see what an entry connects to or runs
before installing — the exact detail the docs trust model tells them to vet.
- /api/mcp/catalog now returns transport target (url, or command+args),
auth_type, git install source/ref + bootstrap commands, default-enabled
tool hint, and post-install guidance per entry.
- McpPage renders the endpoint URL (http) or command+args (stdio), the git
install source/ref, a collapsible bootstrap-commands list, setup notes,
and the source as a clickable link when it's a URL.
- Docs: drop the 'uv pip install -e .[mcp]' quick-start step (Hermes does
not support pip installs; MCP ships with the standard install) and note
the dashboard now surfaces this detail.
- Strengthen the catalog endpoint test to assert the new inspection fields.
* fix(dashboard): stream file uploads via multipart instead of base64 JSON
The dashboard file manager uploaded files (including backup/restore zip
archives) by reading them client-side with FileReader.readAsDataURL and
POSTing a base64 data URL inside a JSON body to /api/files/upload. For a
large backup this (a) inflates the payload ~33%, (b) buffers the whole
file plus its decoded copy in memory, and (c) reliably trips an upstream
proxy body-size/timeout limit, surfacing as a 502 with the upload
appearing to hang indefinitely (NS-501). Dashboard-only hosted users have
no shell fallback to place the archive, so backup restore was unusable.
Add a streaming multipart endpoint POST /api/files/upload-stream
(UploadFile + Form) that reads the request body in 1 MiB chunks straight
to a sibling temp file, enforces the existing 100 MB size cap as it
streams (413 on overflow, before buffering the whole file), and
atomically renames into place so a partial/aborted/over-limit upload
never clobbers an existing file. The frontend api.uploadFile now sends
multipart/form-data (raw bytes, no base64, browser-set boundary) and
FilesPage passes the File object directly; the dead readAsDataUrl helper
is removed. The legacy base64 JSON endpoint stays for backward compat.
FastAPI's UploadFile/Form require python-multipart, which is NOT pulled in
by fastapi itself, so it is added to the base deps, the [web] extra, and
the tool.dashboard lazy-install set (kept in sync).
Validated: 5 new endpoint tests (roundtrip, multi-chunk >1 MiB,
over-limit 413 without clobbering + no temp-file leak, overwrite=false
conflict, forced-root traversal containment); existing base64 tests still
pass; web typecheck + vite build clean; and a real uvicorn server E2E
(5 MB multipart upload -> HTTP 200 in 0.21s, exact byte match) plus a
30 MB TestClient roundtrip confirm constant-memory streaming end to end.
Reported via beta (NS-501).
* build(deps): regenerate uv.lock for python-multipart (NS-501)
CI ran uv lock --check / uv sync --locked which failed because the
python-multipart dependency add was not reflected in uv.lock. Regenerate
the lockfile (resolves to 0.0.20, matching the [web] extra pin) after
merging current main.
Two halves of the same community report (dashboard Profile Builder):
1. A fresh dashboard/CLI-created profile got no .env file unless cloned,
so it silently inherited API keys and messaging tokens from the shell
environment / root install. create_profile() now seeds a placeholder
.env (0600) for non-clone profiles, matching the SOUL.md seeding.
2. The Channels endpoints (/api/messaging/platforms GET/PUT/test) were
not profile-scoped: they read/wrote the dashboard process's own .env
via load_env()/save_env_value() regardless of the global profile
switcher. They now accept the standard optional profile param (body
beats query on the PUT, matching other scoped writes) and run inside
_profile_scope(). When scoped, the payload no longer falls back to
os.environ or load_gateway_config()'s env-override layer — both carry
the ROOT install's credentials and would misreport them as the
profile's. /api/messaging/platforms added to PROFILE_SCOPED_PREFIXES
so the sidebar switcher scopes the Channels page automatically.
* docs: finish Automation Blueprints terminology rebrand
Replace leftover "Automation Templates" wording from the Cron Recipes
rebrand, rename the copy-paste cookbook guide to Automation Recipes, and
point the marketing gallery link at the blueprints catalog.
Co-authored-by: Cursor <cursoragent@cursor.com>
* docs: use Automation Blueprints instead of Recipes in guide
Rename the cookbook guide from automation-recipes to
automation-blueprints so sidebar and copy match the product term.
Co-authored-by: Cursor <cursoragent@cursor.com>
* docs: rename automation-blueprints-catalog to automation-blueprints
Drop the -catalog suffix from the reference page slug and title, and
move the copy-paste cookbook to automation-blueprint-examples so the
main Automation Blueprints doc is unambiguous.
Co-authored-by: Cursor <cursoragent@cursor.com>
* Revert "docs: rename automation-blueprints-catalog to automation-blueprints"
This reverts commit 605f1eeab56c295729352e72ed252008b15f89a0.
---------
Co-authored-by: Cursor <cursoragent@cursor.com>
Review fixes for the Cron Recipes stack before release:
- hydration-move: */90 in the cron minute field silently wraps to hourly
(croniter-verified) — 90/120-minute options never fired at their stated
cadence. Replaced with an hour-field step (0 9-17/2 * * 1-5) and an
interval_hours slot whose options (1/2/3h) all fire as labeled.
- fill_recipe: reject unknown slot names. A typo'd 'tiem=07:15' used to
silently create the job at the 08:00 default; now it 422s on the dashboard
form and errors on the slash/deep-link paths with the valid slot list.
- deliver slot: non-strict enum (options are suggestions, scheduler
validates downstream) so slack/whatsapp/etc. users aren't locked out;
GET /api/cron/recipes rewrites its options from cron_delivery_targets()
so the dashboard form only offers configured platforms; help text no
longer claims dashboard-created jobs deliver to 'the chat you set this
up from' (the endpoint strips origin — they go to the home channel).
- gateway: success/accept messages no longer point at /cron (cli_only);
surface-aware hint instead. Conversational fill now sends the
'Setting up X — I'll ask you a couple of things…' ack before the agent
turn, matching the CLI experience.
- important-mail catalog entry: reference the urgency classifier by module
path (python3 -m cron.scripts.classify_items) instead of baking an
absolute host path into the job prompt — stale after relocation and
nonexistent on remote terminal backends. cron/scripts is now a real
package and ships in the wheel (pyproject packages.find).
- export_recipe: interval schedules round-trip again — parse_schedule
stores 'minutes' but the renderer only read 'seconds', so every interval
job exported as the silent '0 9 * * *' fallback.
- skills_hub install: say so when a recipe suggestion is dropped
(latched dedup or pending cap) instead of printing nothing.
Targeted tests: 58 cron/recipe + 261 web_server pass; E2E-validated all
14 recipes fill+parse, hydration cadences via croniter, typo rejection on
slash + endpoint paths, surface-aware hints, and interval export round-trip.
A 'recipe' is a one-place definition of an automation that every surface
renders natively. The slot schema (cron/recipe_catalog.py) is the single
source of truth; four renderers consume it, and all paths end at the same
cron.jobs.create_job — no second job engine.
Form where there's a screen, conversation where there's a chat line:
- Dashboard / GUI app: a Recipes sub-tab on the Cron page renders each
recipe's typed slots as a form (time-picker, enum dropdown, free-text);
submit POSTs /api/cron/recipes/instantiate which fills + creates the job.
- CLI / TUI / messengers: /cron-recipe lists the catalog, shows a recipe's
fields, or fills + creates from a pasted 'key slot=val' command. The shared
handler (hermes_cli/cron_recipe_cmd.py) names any missing/invalid slot so
the agent can ask a targeted follow-up.
- Docs: a generated Cron Recipes catalog page (website, .mdx + React cards)
shows each recipe with a copy-paste command and a 'Send to App' button.
- Desktop: a hermes:// URL scheme (Electron single-instance lock +
setAsDefaultProtocolClient + open-url/second-instance) routes
hermes://cron-recipe/<key>?slot=val into the chat composer pre-filled.
Typed slots (time/enum/text/weekdays) with defaults: users never type raw
cron — recipes parameterize time-of-day and weekday sets and translate to
cron expressions; a free-text 'schedule' slot is the full-flexibility escape
hatch. Consent-first throughout: nothing schedules without an explicit submit
or send.
Core:
- cron/recipe_catalog.py — CronRecipe + RecipeSlot, 5 curated recipes,
recipe_form_schema / recipe_slash_command / recipe_deeplink /
recipe_catalog_entry renderers, fill_recipe (validate + translate to
create_job kwargs).
- hermes_cli/cron_recipe_cmd.py — shared /cron-recipe handler (CLI + TUI +
gateway never drift). CommandDef + dispatch in commands.py / cli.py /
gateway/run.py.
Dashboard: GET /api/cron/recipes + POST /api/cron/recipes/instantiate
(web_server.py), CronRecipes.tsx gallery+form, Segmented sub-tab on CronPage,
api.ts methods + types.
Desktop: hermes:// scheme end to end (main.cjs deep-link router + ready-queue,
preload onDeepLink/signalDeepLinkReady, global.d.ts types, desktop-controller
composer prefill, electron-builder protocols key).
Docs: extract-cron-recipes.py generator wired into prebuild.mjs,
cron-recipes-catalog.mdx + CronRecipesCatalog React component, sidebar entry.
Generated index json gitignored like skills.json.
Tests: 23 core (catalog/slots/schedule-resolution/validation/renderers/command
handler/generator) + 5 web_server endpoint tests. E2E verified end to end:
slot fill -> create_job -> persisted job with correct schedule/deliver/origin.
The Config page read config_path from /api/status, which is machine-global
and always reports the profile the dashboard process was started under.
After switching profiles with the global switcher, the header kept showing
the old profile's path (e.g. /root/.hermes/profiles/worker_1/config.yaml)
even though reads/writes correctly targeted the new profile.
Fix: /api/config/raw now returns the resolved path alongside the YAML
(resolved inside _profile_scope, so it follows ?profile=). ConfigPage
prefers that scoped path and only falls back to /api/status for old
servers. ProfileKeyedRoutes already remounts the page on switch, so the
header refreshes immediately.
Headless/VPS users (dashboard-over-Tailscale, no comfortable SSH) could
list/toggle/install skills and create/edit cron jobs, but not author a
custom skill or link one to a cron job — the UI set WHEN a job runs, but
not WHICH skill it uses.
- Skills page: 'New skill' button + per-row edit pencil open a SKILL.md
editor dialog (frontmatter + body, server-side validation via the same
_create_skill/_edit_skill path as the agent's skill_manage tool).
- New endpoints: GET /api/skills/content, POST /api/skills,
PUT /api/skills/content — all profile-scoped via _profile_scope(),
which now also retargets tools.skill_manager_tool's import-time
SKILLS_DIR binding.
- Cron page: skills multi-select in both create and edit modals (parity
with hermes cron --skill / edit --add-skill); CronJobCreate gains a
skills field; job cards show an attached-skills badge. update_job
already accepted skills in updates.
- Tests: 17 new endpoint tests (content read, create/edit validation +
profile scoping + auth gate, cron skills round-trip).
Two beta-reported dashboard bugs:
1. Models page: 'Use as -> Main model' on an analytics card sends
entry.provider, which falls back to the model's VENDOR prefix
(modelVendor('anthropic/claude-opus-4.6') == 'anthropic') when the
session row has no billing_provider. That persisted
provider: anthropic + default: anthropic/claude-opus-4.6 — a
vendor-prefixed OpenRouter slug on the NATIVE Anthropic provider.
New sessions then 400 against api.anthropic.com and the user reads
it as 'changing models does nothing'. Unknown vendors (moonshotai,
poolside, ...) were worse: a provider that can never resolve
credentials.
Fix: _normalize_main_model_assignment() at the single write
chokepoint — maps non-provider vendor names back to the user's
current aggregator (else openrouter), and runs the model through
normalize_model_for_provider() so the persisted name matches the
target provider's API format. Wired into both /api/model/set and
the profile-scoped _write_profile_model.
2. System page: 'Restore from backup' spawns hermes import with
stdin=DEVNULL, so the CLI's interactive 'Continue? [y/N]' overwrite
prompt hits EOF and auto-aborts whenever a config already exists
(always, when the dashboard is running). Fix: ConfirmDialog in the
dashboard owns the consent, then the endpoint passes --force so the
restore runs non-interactively.
Validated live: dashboard on a temp HERMES_HOME, repro'd both failure
modes pre-fix (vendor-slug write verified via config.yaml + tui
session.create; import 'Aborted.' in action-import.log), then verified
post-fix (normalized writes, modal -> --force -> restored marker file).
* feat(dashboard): unify multi-profile management — one machine dashboard, global profile switcher
The dashboard becomes a machine-level management surface with one
write-target selector, replacing per-profile dashboard fragmentation.
Backend:
- profile param (query or body) on /api/config (get/put/raw), /api/env
(get/put/delete/reveal), /api/mcp/servers (list/add/remove/test/enabled),
/api/mcp/catalog (list/install), /api/model/info, /api/model/set —
all scoped through the existing _profile_scope() context manager
- model/set restructured: expensive-model warning (await) runs before the
scope; the config write runs sync inside the scope in a worker thread
- MCP catalog installs + git-bootstrap entries spawn 'hermes -p <profile>'
- chat PTY: ?profile= on /api/pty points the child's HERMES_HOME at the
profile dir (its own gateway subprocess, config/skills/memory/state.db
all profile-bound); in-process gateway attach skipped when scoped
CLI launch unification:
- '<profile> dashboard' routes to the machine dashboard: attach (open
browser at ?profile=) when one is listening, else re-exec pinned to the
default profile with --open-profile preselecting the launcher
- --isolated preserves the old dedicated per-profile server behavior
- start_server(initial_profile=...) appends ?profile= to the auto-open URL
Frontend:
- ProfileProvider + sidebar ProfileSwitcher: ONE global selector, URL-
persisted (?profile=), mirrored into fetchJSON which auto-appends the
param to the scoped endpoint families (explicit params win)
- app-wide amber banner names the managed profile
- SkillsPage's page-local selector (from the skills-scoping PR) folded
into the global context — single source of truth
- ChatPage threads the scope into the PTY WS URL; switching profiles
remounts the terminal into a fresh scoped session
Omitted profile keeps legacy behavior everywhere.
* docs(dashboard): document machine-level multi-profile management
- web-dashboard.md: 'Managing multiple profiles' section (switcher, URL
deep-links, unified launch, --isolated, scoped Chat, what stays
per-profile) + --isolated in the options table
- profiles.md: 'From the dashboard' subsection + set-as-active vs
switcher clarification
- cli-commands.md: --isolated flag + profile-alias launch example
* fix(dashboard): address profile-unification review findings
Review findings (dev review on PR #44007):
1. HIGH — stale page state on profile switch: pages load data on mount
and didn't consume the profile scope, so a page opened under profile A
kept showing A's state while writes silently targeted the newly
selected B. Fixed structurally: ProfileKeyedRoutes wraps the routed
page tree and keys it by the selected profile, remounting every page
(fresh state + refetch) on switch. ChatPage keeps its own remount
(channel keyed on scopedProfile).
2. HIGH — /api/model/auxiliary read was unscoped while /api/model/set
wrote scoped (Models page could show default's aux pins while editing
worker's). Endpoint now takes profile + _profile_scope, added to
PROFILE_SCOPED_PREFIXES, HTTPException re-raise so ghost profiles 404
instead of 500. Regression test asserts read/write symmetry with
differing worker/default aux config.
3. MEDIUM — tools post-setup spawned unscoped from the profile-aware
drawer. Now spawns 'hermes -p <profile> tools post-setup <key>'
(same mechanism as hub installs); drawer threads its profile prop.
Most hooks install machine-level artifacts where the scope is inert,
but hooks reading config/env now see the drawer's HERMES_HOME.
4. LOW — ty warnings: env Optional asserts before subscript/membership,
fastapi import replaced with web_server.HTTPException re-use.
298 tests green across the four affected suites; tsc -b + vite build
green; aux scoping E2E-verified with real imports.
* fix(dashboard): address second profile-unification review (gille)
1. BLOCKER — profile scope dropped on sidebar navigation: ProfileProvider
derived the selection from the current URL, and nav links are bare
paths, so clicking Config from /skills?profile=worker silently reset
the write target. State is now the source of truth; an effect
re-asserts ?profile= onto the new location after every navigation
(URL stays a synchronized projection for deep links/refresh), and an
incoming URL param (e.g. 'Manage skills & tools' links) still wins.
2. BLOCKER — /api/model/options unscoped while model/set wrote scoped:
the picker context (current model/provider, custom providers,
per-profile .env auth state) now loads inside _profile_scope; added
to PROFILE_SCOPED_PREFIXES. Test: a worker-only current-model pin
appears in the scoped payload and not the unscoped one.
3. BLOCKER — MCP test-server probe escaped the scope after the config
read: the probe now re-enters _profile_scope inside the worker thread
so env-placeholder expansion resolves against the selected profile's
.env. Known limit (documented): the probe's dedicated MCP event-loop
thread doesn't inherit the contextvar (OAuth token paths). Test
asserts get_hermes_home() inside the probe == the worker profile dir.
4. BLOCKER — broad excepts swallowed unknown-profile 404s: /api/model/info
degraded to 200-with-empty-model-info and /api/mcp/catalog to a
silently-empty catalog. Both re-raise HTTPException; 404 regression
tests added for info/options/catalog.
Polish: scope banner clears the fixed mobile header (mt-14 lg:mt-0);
--open-profile hidden via argparse.SUPPRESS (internal re-exec flag);
attach-path test now asserts the opened ?profile= URL.
(Stale-page-state + /api/model/auxiliary findings from this review were
already fixed in 92bcd1568 — the review ran against e600f6951.)
35 tests in the two new suites + 274 in the adjacent ones, all green;
tsc -b + vite build green; scoping E2E-verified with real imports.
* docs(dashboard)+fix: self-review pass — Profiles page section, REST profile-param tip, body-beats-query precedence
Docs:
- web-dashboard.md: add the missing 'Profiles' subsection to Pages
(cards, create/builder, manage-skills jump, set-as-active vs switcher
distinction, editors); REST API section gets a profile-scoped-endpoints
tip documenting ?profile= / body profile / 404 semantics / /api/pty
- (profiles.md + cli-commands.md were already updated in e600f6951)
Precedence fix: scoped endpoints taking BOTH a query param and a body
field now resolve body.profile first. The SPA's fetchJSON injects the
query param from the GLOBAL switcher; an explicit body.profile (e.g.
Profile Builder flows writing into a specific new profile) is the more
specific intent and must not be overridden by whatever the sidebar
happens to be set to. Matches the documented 'explicit beats global'
contract in api.ts.
Verified: 304 tests green across the four suites; tsc -b + vite build
green; docusaurus build green (only pre-existing broken-link warnings,
none from this PR's pages).
'Set as active' on the Profiles page only flips the sticky active_profile
file (future CLI/gateway runs) — it never retargets the running dashboard
process. The skills/toolsets endpoints called bare load_config()/
save_config(), so after 'activating' a profile in the web UI, deactivating
a skill silently wrote into the dashboard's own profile and the activated
profile was untouched.
Backend:
- _profile_scope() context manager on the skills/toolsets endpoints:
context-local HERMES_HOME override for call-time config resolution +
cron-style locked swap of tools.skills_tool's import-time SKILLS_DIR
- profile param on /api/skills, /api/skills/toggle, /api/tools/toolsets*
(list/toggle/config/provider/env), hub sources/search installed-state
- hub install/uninstall/update spawn 'hermes -p <profile> skills ...' so
the child rebinds skills_hub.SKILLS_DIR at import (the override cannot
reach import-time globals); profile validated -> 404/400 before spawn
Frontend:
- Skills page: profile selector (deep-linkable /skills?profile=<name>),
amber banner naming the managed profile, threaded through skill toggles,
toolset drawer, and hub browser
- Profiles page: 'Manage skills & tools' action per card; 'Set as active'
toast now says it applies to new CLI/gateway runs only
Omitted profile keeps legacy behavior (dashboard's own profile).
kinsolee