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Author SHA1 Message Date
teknium1 b47fb2eba3 fix(profiles): clone builds in a hidden staging dir, never writes through symlinks, refuses --clone-channels in core; channel inventory is ownership-based
Post-merge review of #109502 (gaoanze888) on current main, findings 1-3 and 5-11
(finding 4, the migrate manifest ordering, was already fixed by f9e47aa6fe).

Why:
- `--clone-all` used copytree(symlinks=True); a symlinked source `.env` was then
  edited THROUGH the link by the channel strip, deleting the SOURCE's bot token.
  Root files the clone edits (.env, config.yaml, auth.json, SOUL.md) are now
  materialized as private copies before any write.
- The final profiles/<name> existed during the copy; the multiplexer rescans
  profiles/ on create (#109239) and could adopt the half-copied tree and start
  adapters on credentials not yet stripped. Clones are built in
  profiles/.<name>.staging-<pid> (a leading dot never matches _PROFILE_ID_RE, so
  profiles_to_serve never lists it) and published with one os.rename after the
  strip; a failed create removes the staging tree.
- The live-multiplexer refusal for --clone-channels lived only in the CLI; REST
  (POST /api/profiles) and the TUI (profiles.create) bypassed it. It now lives in
  create_profile as profile_channels.clone_channels_refusal, raising ValueError
  which every surface already maps to a 400 / 4062. --clone-channels without a
  clone flag is an error instead of a silent no-op.
- Channel inventory is ownership-based, evaluated in the SOURCE profile's plugin
  scope: private platform plugins under <source>/plugins/ contribute their keys
  (previously discovered under the ambient HERMES_HOME); GATEWAY_ALLOW_ALL_USERS /
  GATEWAY_ALLOWED_USERS and GATEWAY_RELAY_ID/SECRET/DELIVERY_KEY are channel
  settings; alias prefixes SUPPLEMENT the canonical <PLATFORM>_ prefix
  (WECOM_DM_POLICY, SMS_WEBHOOK_PORT now stripped). Prefixes shared with tools
  (HASS_, TWILIO_, EMAIL_) are stripped only when the source's gateway would run
  that adapter (enabled in config, or complete credentials and not explicitly
  disabled); their allowlist/port keys are always channel-only.
- --clone-all state removal handled files only; Google Chat's directory-shaped
  google_chat_user_tokens/ survived. Directories are removed too, without
  following a copied symlink.
2026-09-13 14:33:11 -07:00
teknium1 acbecf588a fix(profiles): --clone leaves messaging channels behind; --clone-channels opts in
A cloned profile carried the source's TELEGRAM_BOT_TOKEN, DISCORD_BOT_TOKEN,
allowlists, WHATSAPP_ENABLED, API_SERVER_KEY and the platforms:/telegram:/
discord: config sections byte-for-byte. Standalone, that made two gateways
fight over one bot's long-poll; under multiplex it blocked
`hermes gateway migrate --multiplex` with one duplicate-credential finding
per platform per clone (18 on a real 10-profile install).

Every clone entry point (CLI --clone/--clone-from/--clone-all, dashboard
POST /api/profiles, TUI/Desktop profiles.create incl. its mirror_credentials
.env copy) now strips channel settings after the copy. The key set is derived
from the adapters — Platform enum + plugin registry (required_env,
allowed_users_env, allow_all_env, cron_deliver_env_var), the gateway env table
(gateway.config_env._ENV_STEPS / _ENV_ENABLE_CREDENTIALS) and each platform's
env prefix — so a new adapter is covered without a hand list. --clone-all also
drops pairing/WhatsApp-session/gateway ledgers. Provider and tool keys, the
model block, memory, skills and SOUL.md are untouched.

`--clone-channels` (REST/RPC: clone_channels) keeps them; it is refused when a
live multiplexer already serves the source and otherwise warns which
platforms are now shared. `hermes profile list` prints the same warning for
existing clones whose bot credential is byte-identical to the default's.

The dashboard's per-platform env-prefix table moves into profile_channels so
Channels-page cards and the clone stripper share one definition.
2026-09-12 18:35:21 -07:00