28 Commits

Author SHA1 Message Date
ehz0ah
d57c2a3254 fix(memory): forward committed entry identity to providers 2026-09-23 01:06:32 -07:00
teknium1
a947002e7b fix: treat core memory-provider sentinels as built-in, not plugins
`memory.provider: builtin` (also `default`, `built-in`, `none`) selects the built-in
store, yet doctor short-circuited only on an empty name and printed
"⚠ builtin plugin not found  run: hermes memory setup", and the provider migration
(`hermes update`, agent init) printed "⚠ Memory provider 'builtin' is configured but
not installed and not in the plugin catalog". update_cmd_deps and web_server_memory
each carried their own (differing) inline sentinel set.

One predicate, `agent.memory_provider.is_core_memory_provider`, now owns the sentinel
set next to the MemoryProvider ABC; doctor_state, memory_provider_migration,
update_cmd_deps, web_server_memory and agent_init's provider activation all use it.

Fixes #75647
Fixes #115113
credit: @Christopher-Schulze #75679
credit: @Luna161 #83317
credit: @kokhlo #115117
credit: @KnowBotDev #115302
2026-09-21 23:38:16 -07:00
teknium1
8b181940b4 fix(multiplex): background threads and teardown paths carry the turn's profile scope
The profile scope (HERMES_HOME override, secret scope, terminal policy) is a
contextvar bundle bound per turn. A bare threading.Thread / Timer / gRPC
callback starts with an empty context and resolves the LAUNCH profile:

- agent/title_generator.py: the auto-title thread read
  auxiliary.title_generation (model, language, provider key) from the default
  profile's config and billed the default's key for a secondary's session.
  Spawn via agent.memory_provider.spawn_context_thread (copy_context).
- tui_gateway/session_lifecycle.py: every teardown caller is a bare Timer
  (ws-orphan reap), the idle-reaper thread, atexit _shutdown_sessions, the
  session.close pool RPC, superseded_by_resume or compute_host flush - none
  carries a scope, yet on_session_end / commit_memory_session / agent.close ->
  shutdown_memory_provider read the provider's config + credentials at call
  time. Under multiplex they failed closed (tail never committed, #110622
  class); on the Desktop backend a secondary's transcript went to the launch
  profile's memory tenant. _finalize_session and _teardown_session now bind
  _session_profile_runtime_scope(session) around those blocks, which covers
  every spawn site through the single chokepoint.
- plugins/platforms/google_chat/adapter.py: Pub/Sub callbacks run on the gRPC
  SubscriberClient's threads and run_coroutine_threadsafe copies THAT empty
  context onto the loop task, so _dispatch_message and everything under it
  (attachment cache, per-user OAuth token store via _acquire_user_chat_api ->
  _load_per_user_chat_api, TTS keys, delivery ledger, bot-id cache) resolved
  the launch profile. connect() captures its scope; _on_pubsub_message and
  _submit_on_loop run under a per-callback copy of it.

spawn_context_thread gains a kwargs passthrough for the title thread's
callbacks.
2026-09-15 03:47:15 -07:00
teknium1
9ba5850e95 refactor(memory-plugins): background threads inherit the profile context; JSON sidecar reads and the holographic config.yaml write use core primitives
Six of eight memory providers spawned plain threading.Thread for prefetch/sync/
writer work. A plain thread starts with an EMPTY contextvars.Context, so under
multiplex profiles the worker resolved the DEFAULT profile's HERMES_HOME (and
fails closed on scoped secrets). honcho and hindsight had each noticed and
written their own copy_context() wrapper; core had a third in memory_manager.
One canonical pair now lives on the ABC module every provider already imports:
agent/memory_provider.py::ctx_bound / spawn_context_thread. memory_manager,
honcho, hindsight, mem0, retaindb, byterover, supermemory and openviking all use
it; the honcho and hindsight wrappers and memory_manager._ctx_bound are deleted.

Five "json.loads(path.read_text()) or {}" readers (mem0._read_mem0_json,
honcho client/oauth/cli _read_config, hindsight save_config/_load_config) fold
into utils.read_json_or_empty, the read half of every read-merge-atomic_json_write
sidecar store.

holographic.save_config was the only config.yaml writer in the tree that
bypassed hermes_cli.config.save_config: raw open("w") + yaml.dump with no config
lock, no managed-mode refusal, no atomic replace, and a swallowed exception. It
now calls save_config(..., merge_existing=True). Behavior change: a managed
install refuses the write (previously silently rewrote config.yaml); other
sections are deep-merged instead of round-tripped through a raw dump.

openviking._hermes_home_path guarded an impossible ImportError of
hermes_constants (the module already imports agent.*) with a ~/.hermes fallback
that is wrong on Windows and under profile overrides; it is replaced by
get_hermes_home() directly.

Tests: tests/plugins/memory/test_provider_threads_inherit_profile.py drives each
provider's real spawn path with a fake backend and asserts the thread sees the
spawner's HERMES_HOME override (sabotage: retaindb back on threading.Thread ->
red). tests/plugins/memory/test_holographic_save_config.py pins merge-with-
existing-sections and managed-mode refusal (sabotage: raw yaml.dump -> red).
2026-09-13 05:19:48 -07:00
Erosika
55b3ea0b11 fix(gateway): count each bot message once in the loop guard and consume the author variable
The Telegram adapter asks the authorization check before dispatch, the ingress gate asks it
again, and the busy path asks a third time. Each call counted one loop-guard event, so a
Telegram bot tripped the budget after a third of the configured messages. The verdict now only
refuses a chat that is cooling down. The ingress gate counts an admitted bot message once.

`parse_turn_author` treats only booleans, integers and the strings true/1/yes as a bot flag,
and returns None for an author with neither id nor name. Names keep format characters and
non-breaking spaces so emoji sequences survive. The quiet one-shot pops HERMES_TURN_AUTHOR
before the turn so tool subprocesses do not inherit it. `max_events` must be a whole positive
number. Issue numbers move out of code comments.
2026-09-10 10:27:07 -07:00
Erosika
8969511209 feat(memory): carry the turn's author to sync_turn
on_turn_start already received the author trio. sync_turn did not, so a
provider that wanted to write the turn under its author had to stash state
between the two hooks. sync_turn now takes turn_author as a keyword-only
argument, and MemoryManager sends it only to providers whose signature
accepts it, so existing providers keep working unchanged.

build_turn_context resets the author on the agent at the start of every turn
so a cached gateway agent never carries a bot author into the next human
turn. agent/turn_author.py holds the parsing and the HERMES_TURN_AUTHOR
carrier.

MemoryProvider.identity_signature() is a new optional hook: the identity
values a provider writes under, declared by the provider itself, for the
gateway's agent cache to key on.
2026-09-10 10:27:07 -07:00
Erosika
70b1ff6930 feat(memory): carry the turn's author into the memory-provider contract
`on_turn_start` documents a per-turn kwargs channel — "kwargs may include:
remaining_tokens, model, platform, tool_count" — and `MemoryManager`
forwards whatever it receives. Its only caller passed nothing, so a memory
provider had no way to learn who wrote the turn it was being told about.

Providers that key durable state on identity resolve one identity when the
session is created. A shared session does not work that way: threads are
shared by default (`thread_sessions_per_user` is False), so alice, bob, and
another agent all write turns into a session whose peer is whoever spoke
first. The gateway's answer today is the `[name]` prefix it prepends to the
message text, which the model reads and a provider cannot.

`turn_author` now travels from the gateway through `run_conversation` into
`build_turn_context`, which forwards `author_id`, `author_name`, and
`author_is_bot` to every provider. It stops there — the trio never reaches
the model, and providers that ignore the kwargs are unaffected.

The bot flag is sent on every transport, not only shared sessions: a
provider deciding whether a turn may write to durable memory needs it in a
DM too.

`SessionSource.is_bot` is only as good as its producers. `build_source`
defaults it to False and 3 of 32 adapter call sites pass it, so most
platforms still report every author as human. Populating the rest is
follow-up work; nothing here depends on the flag being right yet.
2026-09-10 10:27:07 -07:00
Teknium
3b5aa80473 refactor(agent): finish memory/compaction/prompt-cache compaction pass (>=25% LOC) 2026-09-02 19:50:13 -07:00
Teknium
21cbb27d89 refactor(agent): compact memory/compaction/prompt-cache modules (pass 2, corpus parity) 2026-09-02 19:07:30 -07:00
Teknium
4f20954c5f refactor(agent): tighten memory/compaction/prompt-cache helpers (pass 1, corpus parity) 2026-09-02 18:28:38 -07:00
Teknium
8dcb2b6ada refactor(agent/providers): shared ProviderBase/CatalogProviderBase and provider_media; compact contract docs
- provider_base.py: ProviderBase (name/display_name/get_setup_schema) and
  CatalogProviderBase (default_model/list_models/is_available) replace the
  identical default-method bodies duplicated across 7 provider ABCs
- provider_media.py: one save_b64/save_bytes/save_url/cache_dir implementation
  behind image_gen_provider and video_gen_provider
- memory_manager.py: _each_provider fan-out helper replaces per-hook
  try/except loops; _signature_params/_has_var_kwargs unify signature probes
- image_routing.py: _resolve_inference_value shared by base_url/api_key
  resolution; _dict_or_empty/_clean_str/_custom_provider_entries helpers
- MemoryProvider/ContextEngine/TTS/browser/web/terminal-env ABC docstrings
  compacted to their invariants; method names and signatures unchanged
2026-09-02 13:53:28 -07:00
Teknium
9e551d2931 refactor(memory): renumber checkpoint API — v1 is the implicit historical contract, v2 opts into fail-closed checkpoints
Per review: existing providers should not be retroactively re-versioned or
handed a changed payload. Version 1 is now the implicit historical
on_pre_compress() contract (best-effort, raw message list) that every
pre-existing provider is already on; the fail-closed checkpoint contract
becomes version 2. MemoryManager routes the raw transcript to v1 providers
unchanged and hands the host-normalized evidence list only to v2+ checkpoint
providers, so the plugin surface contract for shipped providers is
byte-identical with the gate off.
2026-08-25 03:55:55 -07:00
Jan-Stefan Janetzky
1104ffe0b9 feat(memory): opt-in fail-closed pre-compress checkpoint contract (API v1)
Context compression is intentionally lossy. Deployments that archive
transcript evidence to an external durable store before compaction had no
way to guarantee the archive actually happened: MemoryManager.on_pre_compress
swallows provider failures by design, so a failed archive silently degraded
into data loss.

This adds an opt-in, provider-agnostic checkpoint contract:

- memory_provider: PRE_COMPRESS_CHECKPOINT_API_VERSION = 1; providers opt in
  by advertising pre_compress_checkpoint_api_version. Version 0 keeps the
  historical best-effort hook semantics.
- memory_manager: supports_pre_compress_checkpoint() capability probe;
  on_pre_compress(require_checkpoint=True) propagates checkpoint-provider
  failures and raises when no capable provider completed the checkpoint.
- conversation_compression: new compression.checkpoint_required config key
  (default false, documented in cli-config.yaml.example). When enabled,
  compaction fails closed with BLOCKED_MISSING_PREREQUISITE (the
  uncompressed transcript is preserved) unless a checkpoint-capable provider
  confirms the durable checkpoint. Providers receive normalized direct
  user/assistant evidence: tool rows, system messages, tool-call wrappers,
  and prior compaction summaries are filtered host-side into one stable
  contract. codex_app_server compaction is rejected under the gate because
  it exposes no truthful pre-compaction transcript boundary.
- hermes_state: persistent _compressed_summary column (declarative schema
  migration via _reconcile_columns) so summary provenance survives process
  restarts; only the resume model history carries the marker, keeping
  get_messages_as_conversation on its existing contract.
- gateway: the lossy hygiene/auto-compact paths load the memory provider
  (skip_memory=False) so a required checkpoint also guards those rewrites.

The gate arms only on an explicit boolean True (bare-MagicMock agents in
existing tests have truthy auto-attributes). Default behavior is unchanged:
checkpoint_required=false preserves best-effort semantics for all existing
providers. Contract tests, including a restart round-trip of the summary
marker, in tests/agent/test_pre_compress_checkpoint_contract.py.

Refs #93986
2026-08-25 03:55:55 -07:00
kshitij
8b243dff62 fix: security + efficiency review fixes for salvaged PR #74379
1. Use open_credentialed_url() instead of bare urlopen() in
   templates.py apply_template() and probe_existing_customization().
   Both send Authorization: Bearer headers; bare urlopen forwards
   credentials on cross-origin redirects. The codebase has
   open_credentialed_url() in hermes_cli/urllib_security.py that
   strips credentials on cross-origin redirects — used by 4 other
   modules.

2. Guard unavailable_reason() with the dedup set check before
   calling it. The gateway builds a fresh AIAgent per message, so
   without this guard unavailable_reason() (which calls _load_config()
   → stat + file read + JSON parse, and _check_local_runtime() →
   importlib probes) runs on every gateway turn for an unavailable
   provider, even though the warning is deduped after the first.

3. Move INDICATOR_GLYPH from Hindsight's eye emoji to a generic
   brain (🧠) in core (agent/memory_provider.py). Hindsight overrides
   with its own _HINDSIGHT_GLYPH (👁️) in recall_status() and
   _emit_saving_indicator(). Other memory providers no longer inherit
   Hindsight's brand mark as the default glyph.
2026-08-13 23:15:25 +05:30
Ben
34c727c5c2 feat(hindsight): memory provider improvements — recall_sync, retain_source, setup templates, memory indicators, error hints
Bundles previously-separate Hindsight/memory PRs into a single review surface:
- opt-in synchronous recall (recall_sync) — recall the injected memory in-turn instead of next-turn prefetch (#5820)
- actionable error when local_embedded runtime is missing — tells the user which package to install (#7718)
- default retain_source to 'hermes' so every stored memory self-identifies its provenance
- offer a starter memory template during hermes memory setup, plus warn before overwriting an already-configured bank
- warn when a configured memory provider reports unavailable (#2765)
- deterministic 'recalled N memories' recall indicator — Hermes itself emits a status line when auto-recall injects memory
- 'saving to memory' retain indicator — emitted the moment a turn is dispatched to the writer

Authored by @benfrank241 (ben.bartholomew@vectorize.io).
Salvaged from PR #74379.
2026-08-13 23:15:25 +05:30
ehz0ah
e43bc0b7aa fix(openviking): integrate reliability and configuration hardening 2026-08-03 20:35:47 +05:30
kshitijk4poor
c093492b06 refactor(memory): single shared trivial-prompt classifier + gate tests
Rebase fold on the salvaged gate:
- is_trivial_prompt/TRIVIAL_PROMPT_RE move to agent/memory_provider (the
  ABC both the core gate and providers already import) — one source of
  truth; honcho's _TRIVIAL_PROMPT_RE now aliases it, turn_context and the
  queue_prefetch_all warm path (a sibling site main grew after the PR's
  base) both use it
- tests: gate tests at the prefetch call site (mutation-checked), shared
  classifier tests incl. prefix-collision guards (k8s/yolo/note/supper),
  and honcho dialectic-machinery tests re-driven with a substantive prompt
  ("hello" became trivial by design — those tests exercise thread cadence,
  not the classifier)
2026-08-03 17:53:55 +05:30
Teknium
587b5b9ac2 fix(backup): capture memory-provider state stored outside HERMES_HOME (#50325)
hermes backup only walks HERMES_HOME, so memory providers that keep
config/credentials in home-anchored dotdirs (honcho -> ~/.honcho,
hindsight -> ~/.hindsight, openviking -> ~/.openviking) lost that data
across a backup/import cycle — the peer IDs, session pairings, and API
keys never made it into the archive.

Add an optional MemoryProvider.backup_paths() hook (default []). The
active provider declares its external paths; backup resolves them from
config only (no init, no network), archives the ones under the home dir
into a reserved _external/ subtree encoded relative to home, and import
restores them to their original location with a home-anchored traversal
guard and 0600 on credential-shaped files. Paths outside home are
skipped as non-portable.

honcho, hindsight, and openviking override the hook. E2E-validated full
backup->import cycle plus 7 new tests.
2026-06-21 12:03:46 -07:00
SaguaroDev
31cfa08c66 feat(memory): add rewound kwarg to on_session_switch hook 2026-06-01 01:22:38 -07:00
Dave Heritage
5a95fb2e14 feat: expose completed-turn message context to memory providers
Adds an optional `messages` keyword to the `MemoryProvider.sync_turn`
contract so external/community memory plugins can receive the OpenAI-style
conversation message list for the completed turn — including assistant tool
calls and tool result content — not just the final assistant text.

Dispatch uses signature inspection (`_provider_sync_accepts_messages`): only
providers that declare a `messages` parameter (or `**kwargs`) receive it; all
existing in-tree providers keep their legacy text-only signature and are
called unchanged. No structured-trace envelope is added to core — providers
reconstruct whatever they need from the standard message list.

Also documents Memori as a standalone community memory provider.

Salvaged from #28065 — rebased onto current main.

Co-authored-by: Dave Heritage <david@memorilabs.ai>
2026-05-29 02:16:43 +05:30
mavrickdeveloper
2e3c6627ce Add Honcho runtime peer mapping
(cherry picked from commit 864cdb3d2e64a46edfca4158646752b163b90ba0)
2026-05-27 10:49:33 -07:00
Bartok9
72c33dfe95 docs(agent): remove stale BuiltinMemoryProvider references from memory module docstrings
The BuiltinMemoryProvider class was removed from the codebase but its
name lingered in the module-level docstrings of memory_manager.py and
memory_provider.py, creating false expectations:

- memory_manager.py docstring showed example code doing
  add_provider(BuiltinMemoryProvider(...)) which ImportError at runtime
- memory_provider.py docstring listed BuiltinMemoryProvider as
  'always present, not removable' — misleading for new contributors

The regression test (test_memory_user_id.py) already passes without
any reference to BuiltinMemoryProvider; it uses RecordingProvider
instances directly. The stale references were docs-only drift.

Update both docstrings to reflect the actual current architecture:
MemoryManager accepts external plugin providers only (one at a time).

Closes #14402
2026-05-05 13:33:49 -07:00
Teknium
13683c0842 feat(memory): notify providers on mid-process session_id rotation (#17409)
Fixes #6672

Memory providers now receive on_session_switch() whenever AIAgent.session_id
rotates mid-process — /resume, /branch, /reset, /new, and context
compression. Before this, providers that cached per-session state in
initialize() (Hindsight's _session_id, _document_id, accumulated
_session_turns, _turn_counter) kept writing into the old session's
record after the agent had moved on.

MemoryProvider ABC
------------------
- New optional hook on_session_switch(new_session_id, *,
  parent_session_id='', reset=False, **kwargs) with no-op default for
  backward compat. reset=True signals /reset or /new — providers should
  flush accumulated per-session buffers. reset=False for /resume,
  /branch, compression where the logical conversation continues.

MemoryManager
-------------
- on_session_switch() fans the hook out to every registered provider.
  Isolated try/except per provider — one bad provider can't block others.
- Empty/None new_session_id is a no-op to avoid corrupting provider state
  during shutdown paths.

run_agent.py
------------
- _sync_external_memory_for_turn now passes session_id=self.session_id
  into sync_all() and queue_prefetch_all(). Providers with defensive
  session_id updates in sync_turn (Hindsight already had this at
  plugins/memory/hindsight/__init__.py:1199) now actually receive the
  current id.
- Compression block at ~L8884 already notified the context engine of
  the rollover; now also calls
  _memory_manager.on_session_switch(reason='compression').

cli.py
------
- new_session() fires reset=True, reason='new_session' so providers
  flush buffers.
- _handle_resume_command fires reset=False, reason='resume' with the
  previous session as parent_session_id.
- _handle_branch_command fires reset=False, reason='branch' with the
  parent session_id already captured for the DB parent link.

gateway/run.py
--------------
- _handle_resume_command now evicts the cached AIAgent, mirroring
  /branch and /reset. The next message rebuilds a fresh agent whose
  memory provider initialize() runs with the correct session_id —
  matches the pattern the gateway already uses for provider state
  cross-session transitions.

Hindsight reference implementation
----------------------------------
- plugins/memory/hindsight/__init__.py adds on_session_switch that:
  updates _session_id, mints a fresh _document_id (prevents
  vectorize-io/hindsight#1303 overwrite), and clears _session_turns /
  _turn_counter / _turn_index so in-flight batches don't flush under
  the new document id. parent_session_id only overwritten when provided
  (avoids clobbering on a bare switch).

Tests
-----
- tests/agent/test_memory_session_switch.py: new dedicated file. ABC
  default no-op, manager fan-out, failure isolation, empty-id no-op,
  session_id propagation through sync_all/queue_prefetch_all, Hindsight
  state transitions for every reset/non-reset case, parent preservation.
- tests/cli/test_branch_command.py: new test verifying /branch fires
  the hook with correct parent_session_id + reset=False + reason.
- tests/gateway/test_resume_command.py: new test verifying /resume
  evicts the cached agent.
- tests/run_agent/test_memory_sync_interrupted.py: updated existing
  assertions to account for the session_id kwarg on sync_all and
  queue_prefetch_all.

E2E verified (real imports, tmp HERMES_HOME):
- /resume: session_id updates, doc_id fresh, buffers cleared, parent set
- /branch: session_id forks, parent links to original
- /new: reset=True clears accumulated state
- compression: reason='compression' propagated, lineage preserved
- Empty id: no-op, state preserved
- Legacy provider without on_session_switch: no crash

Reported by @nicoloboschi (Hindsight maintainer); related scope-widening
comment by @kidonng extending coverage to compression.
2026-04-29 04:57:22 -07:00
helix4u
6a957a74bc fix(memory): add write origin metadata 2026-04-24 14:37:55 -07:00
zhiheng.liu
7cb06e3bb3 refactor(memory): drop on_session_reset — commit-only is enough
OV transparently handles message history across /new and /compress: old
messages stay in the same session and extraction is idempotent, so there's
no need to rebind providers to a new session_id. The only thing the
session boundary actually needs is to trigger extraction.

- MemoryProvider / MemoryManager: remove on_session_reset hook
- OpenViking: remove on_session_reset override (nothing to do)
- AIAgent: replace rotate_memory_session with commit_memory_session
  (just calls on_session_end, no rebind)
- cli.py / run_agent.py: single commit_memory_session call at the
  session boundary before session_id rotates
- tests: replace on_session_reset coverage with routing tests for
  MemoryManager.on_session_end

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-15 11:28:45 -07:00
zhiheng.liu
8275fa597a refactor(memory): promote on_session_reset to base provider hook
Replace hasattr-forked OpenViking-specific paths with a proper base-class
hook. Collapse the two agent wrappers into a single rotate_memory_session
so callers don't orchestrate commit + rebind themselves.

- MemoryProvider: add on_session_reset(new_session_id) as a default no-op
- MemoryManager: on_session_reset fans out unconditionally (no hasattr,
  no builtin skip — base no-op covers it)
- OpenViking: rename reset_session -> on_session_reset; drop the explicit
  POST /api/v1/sessions (OV auto-creates on first message) and the two
  debug raise_for_status wrappers
- AIAgent: collapse commit_memory_session + reinitialize_memory_session
  into rotate_memory_session(new_sid, messages)
- cli.py / run_agent.py: replace hasattr blocks and the split calls with
  a single unconditional rotate_memory_session call; compression path
  now passes the real messages list instead of []
- tests: align with on_session_reset, assert reset does NOT POST /sessions

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-15 11:28:45 -07:00
Teknium
d0ffb111c2 refactor: codebase-wide lint cleanup — unused imports, dead code, and inefficient patterns (#5821)
Comprehensive cleanup across 80 files based on automated (ruff, pyflakes, vulture)
and manual analysis of the entire codebase.

Changes by category:

Unused imports removed (~95 across 55 files):
- Removed genuinely unused imports from all major subsystems
- agent/, hermes_cli/, tools/, gateway/, plugins/, cron/
- Includes imports in try/except blocks that were truly unused
  (vs availability checks which were left alone)

Unused variables removed (~25):
- Removed dead variables: connected, inner, channels, last_exc,
  source, new_server_names, verify, pconfig, default_terminal,
  result, pending_handled, temperature, loop
- Dropped unused argparse subparser assignments in hermes_cli/main.py
  (12 instances of add_parser() where result was never used)

Dead code removed:
- run_agent.py: Removed dead ternary (None if False else None) and
  surrounding unreachable branch in identity fallback
- run_agent.py: Removed write-only attribute _last_reported_tool
- hermes_cli/providers.py: Removed dead @property decorator on
  module-level function (decorator has no effect outside a class)
- gateway/run.py: Removed unused MCP config load before reconnect
- gateway/platforms/slack.py: Removed dead SessionSource construction

Undefined name bugs fixed (would cause NameError at runtime):
- batch_runner.py: Added missing logger = logging.getLogger(__name__)
- tools/environments/daytona.py: Added missing Dict and Path imports

Unnecessary global statements removed (14):
- tools/terminal_tool.py: 5 functions declared global for dicts
  they only mutated via .pop()/[key]=value (no rebinding)
- tools/browser_tool.py: cleanup thread loop only reads flag
- tools/rl_training_tool.py: 4 functions only do dict mutations
- tools/mcp_oauth.py: only reads the global
- hermes_time.py: only reads cached values

Inefficient patterns fixed:
- startswith/endswith tuple form: 15 instances of
  x.startswith('a') or x.startswith('b') consolidated to
  x.startswith(('a', 'b'))
- len(x)==0 / len(x)>0: 13 instances replaced with pythonic
  truthiness checks (not x / bool(x))
- in dict.keys(): 5 instances simplified to in dict
- Redefined unused name: removed duplicate _strip_mdv2 import in
  send_message_tool.py

Other fixes:
- hermes_cli/doctor.py: Replaced undefined logger.debug() with pass
- hermes_cli/config.py: Consolidated chained .endswith() calls

Test results: 3934 passed, 17 failed (all pre-existing on main),
19 skipped. Zero regressions.
2026-04-07 10:25:31 -07:00
Teknium
924bc67eee feat(memory): pluggable memory provider interface with profile isolation, review fixes, and honcho CLI restoration (#4623)
* feat(memory): add pluggable memory provider interface with profile isolation

Introduces a pluggable MemoryProvider ABC so external memory backends can
integrate with Hermes without modifying core files. Each backend becomes a
plugin implementing a standard interface, orchestrated by MemoryManager.

Key architecture:
- agent/memory_provider.py — ABC with core + optional lifecycle hooks
- agent/memory_manager.py — single integration point in the agent loop
- agent/builtin_memory_provider.py — wraps existing MEMORY.md/USER.md

Profile isolation fixes applied to all 6 shipped plugins:
- Cognitive Memory: use get_hermes_home() instead of raw env var
- Hindsight Memory: check $HERMES_HOME/hindsight/config.json first,
  fall back to legacy ~/.hindsight/ for backward compat
- Hermes Memory Store: replace hardcoded ~/.hermes paths with
  get_hermes_home() for config loading and DB path defaults
- Mem0 Memory: use get_hermes_home() instead of raw env var
- RetainDB Memory: auto-derive profile-scoped project name from
  hermes_home path (hermes-<profile>), explicit env var overrides
- OpenViking Memory: read-only, no local state, isolation via .env

MemoryManager.initialize_all() now injects hermes_home into kwargs so
every provider can resolve profile-scoped storage without importing
get_hermes_home() themselves.

Plugin system: adds register_memory_provider() to PluginContext and
get_plugin_memory_providers() accessor.

Based on PR #3825. 46 tests (37 unit + 5 E2E + 4 plugin registration).

* refactor(memory): drop cognitive plugin, rewrite OpenViking as full provider

Remove cognitive-memory plugin (#727) — core mechanics are broken:
decay runs 24x too fast (hourly not daily), prefetch uses row ID as
timestamp, search limited by importance not similarity.

Rewrite openviking-memory plugin from a read-only search wrapper into
a full bidirectional memory provider using the complete OpenViking
session lifecycle API:

- sync_turn: records user/assistant messages to OpenViking session
  (threaded, non-blocking)
- on_session_end: commits session to trigger automatic memory extraction
  into 6 categories (profile, preferences, entities, events, cases,
  patterns)
- prefetch: background semantic search via find() endpoint
- on_memory_write: mirrors built-in memory writes to the session
- is_available: checks env var only, no network calls (ABC compliance)

Tools expanded from 3 to 5:
- viking_search: semantic search with mode/scope/limit
- viking_read: tiered content (abstract ~100tok / overview ~2k / full)
- viking_browse: filesystem-style navigation (list/tree/stat)
- viking_remember: explicit memory storage via session
- viking_add_resource: ingest URLs/docs into knowledge base

Uses direct HTTP via httpx (no openviking SDK dependency needed).
Response truncation on viking_read to prevent context flooding.

* fix(memory): harden Mem0 plugin — thread safety, non-blocking sync, circuit breaker

- Remove redundant mem0_context tool (identical to mem0_search with
  rerank=true, top_k=5 — wastes a tool slot and confuses the model)
- Thread sync_turn so it's non-blocking — Mem0's server-side LLM
  extraction can take 5-10s, was stalling the agent after every turn
- Add threading.Lock around _get_client() for thread-safe lazy init
  (prefetch and sync threads could race on first client creation)
- Add circuit breaker: after 5 consecutive API failures, pause calls
  for 120s instead of hammering a down server every turn. Auto-resets
  after cooldown. Logs a warning when tripped.
- Track success/failure in prefetch, sync_turn, and all tool calls
- Wait for previous sync to finish before starting a new one (prevents
  unbounded thread accumulation on rapid turns)
- Clean up shutdown to join both prefetch and sync threads

* fix(memory): enforce single external memory provider limit

MemoryManager now rejects a second non-builtin provider with a warning.
Built-in memory (MEMORY.md/USER.md) is always accepted. Only ONE
external plugin provider is allowed at a time. This prevents tool
schema bloat (some providers add 3-5 tools each) and conflicting
memory backends.

The warning message directs users to configure memory.provider in
config.yaml to select which provider to activate.

Updated all 47 tests to use builtin + one external pattern instead
of multiple externals. Added test_second_external_rejected to verify
the enforcement.

* feat(memory): add ByteRover memory provider plugin

Implements the ByteRover integration (from PR #3499 by hieuntg81) as a
MemoryProvider plugin instead of direct run_agent.py modifications.

ByteRover provides persistent memory via the brv CLI — a hierarchical
knowledge tree with tiered retrieval (fuzzy text then LLM-driven search).
Local-first with optional cloud sync.

Plugin capabilities:
- prefetch: background brv query for relevant context
- sync_turn: curate conversation turns (threaded, non-blocking)
- on_memory_write: mirror built-in memory writes to brv
- on_pre_compress: extract insights before context compression

Tools (3):
- brv_query: search the knowledge tree
- brv_curate: store facts/decisions/patterns
- brv_status: check CLI version and context tree state

Profile isolation: working directory at $HERMES_HOME/byterover/ (scoped
per profile). Binary resolution cached with thread-safe double-checked
locking. All write operations threaded to avoid blocking the agent
(curate can take 120s with LLM processing).

* fix(memory): thread remaining sync_turns, fix holographic, add config key

Plugin fixes:
- Hindsight: thread sync_turn (was blocking up to 30s via _run_in_thread)
- RetainDB: thread sync_turn (was blocking on HTTP POST)
- Both: shutdown now joins sync threads alongside prefetch threads

Holographic retrieval fixes:
- reason(): removed dead intersection_key computation (bundled but never
  used in scoring). Now reuses pre-computed entity_residuals directly,
  moved role_content encoding outside the inner loop.
- contradict(): added _MAX_CONTRADICT_FACTS=500 scaling guard. Above
  500 facts, only checks the most recently updated ones to avoid O(n^2)
  explosion (~125K comparisons at 500 is acceptable).

Config:
- Added memory.provider key to DEFAULT_CONFIG ("" = builtin only).
  No version bump needed (deep_merge handles new keys automatically).

* feat(memory): extract Honcho as a MemoryProvider plugin

Creates plugins/honcho-memory/ as a thin adapter over the existing
honcho_integration/ package. All 4 Honcho tools (profile, search,
context, conclude) move from the normal tool registry to the
MemoryProvider interface.

The plugin delegates all work to HonchoSessionManager — no Honcho
logic is reimplemented. It uses the existing config chain:
$HERMES_HOME/honcho.json -> ~/.honcho/config.json -> env vars.

Lifecycle hooks:
- initialize: creates HonchoSessionManager via existing client factory
- prefetch: background dialectic query
- sync_turn: records messages + flushes to API (threaded)
- on_memory_write: mirrors user profile writes as conclusions
- on_session_end: flushes all pending messages

This is a prerequisite for the MemoryManager wiring in run_agent.py.
Once wired, Honcho goes through the same provider interface as all
other memory plugins, and the scattered Honcho code in run_agent.py
can be consolidated into the single MemoryManager integration point.

* feat(memory): wire MemoryManager into run_agent.py

Adds 8 integration points for the external memory provider plugin,
all purely additive (zero existing code modified):

1. Init (~L1130): Create MemoryManager, find matching plugin provider
   from memory.provider config, initialize with session context
2. Tool injection (~L1160): Append provider tool schemas to self.tools
   and self.valid_tool_names after memory_manager init
3. System prompt (~L2705): Add external provider's system_prompt_block
   alongside existing MEMORY.md/USER.md blocks
4. Tool routing (~L5362): Route provider tool calls through
   memory_manager.handle_tool_call() before the catchall handler
5. Memory write bridge (~L5353): Notify external provider via
   on_memory_write() when the built-in memory tool writes
6. Pre-compress (~L5233): Call on_pre_compress() before context
   compression discards messages
7. Prefetch (~L6421): Inject provider prefetch results into the
   current-turn user message (same pattern as Honcho turn context)
8. Turn sync + session end (~L8161, ~L8172): sync_all() after each
   completed turn, queue_prefetch_all() for next turn, on_session_end()
   + shutdown_all() at conversation end

All hooks are wrapped in try/except — a failing provider never breaks
the agent. The existing memory system, Honcho integration, and all
other code paths are completely untouched.

Full suite: 7222 passed, 4 pre-existing failures.

* refactor(memory): remove legacy Honcho integration from core

Extracts all Honcho-specific code from run_agent.py, model_tools.py,
toolsets.py, and gateway/run.py. Honcho is now exclusively available
as a memory provider plugin (plugins/honcho-memory/).

Removed from run_agent.py (-457 lines):
- Honcho init block (session manager creation, activation, config)
- 8 Honcho methods: _honcho_should_activate, _strip_honcho_tools,
  _activate_honcho, _register_honcho_exit_hook, _queue_honcho_prefetch,
  _honcho_prefetch, _honcho_save_user_observation, _honcho_sync
- _inject_honcho_turn_context module-level function
- Honcho system prompt block (tool descriptions, CLI commands)
- Honcho context injection in api_messages building
- Honcho params from __init__ (honcho_session_key, honcho_manager,
  honcho_config)
- HONCHO_TOOL_NAMES constant
- All honcho-specific tool dispatch forwarding

Removed from other files:
- model_tools.py: honcho_tools import, honcho params from handle_function_call
- toolsets.py: honcho toolset definition, honcho tools from core tools list
- gateway/run.py: honcho params from AIAgent constructor calls

Removed tests (-339 lines):
- 9 Honcho-specific test methods from test_run_agent.py
- TestHonchoAtexitFlush class from test_exit_cleanup_interrupt.py

Restored two regex constants (_SURROGATE_RE, _BUDGET_WARNING_RE) that
were accidentally removed during the honcho function extraction.

The honcho_integration/ package is kept intact — the plugin delegates
to it. tools/honcho_tools.py registry entries are now dead code (import
commented out in model_tools.py) but the file is preserved for reference.

Full suite: 7207 passed, 4 pre-existing failures. Zero regressions.

* refactor(memory): restructure plugins, add CLI, clean gateway, migration notice

Plugin restructure:
- Move all memory plugins from plugins/<name>-memory/ to plugins/memory/<name>/
  (byterover, hindsight, holographic, honcho, mem0, openviking, retaindb)
- New plugins/memory/__init__.py discovery module that scans the directory
  directly, loading providers by name without the general plugin system
- run_agent.py uses load_memory_provider() instead of get_plugin_memory_providers()

CLI wiring:
- hermes memory setup — interactive curses picker + config wizard
- hermes memory status — show active provider, config, availability
- hermes memory off — disable external provider (built-in only)
- hermes honcho — now shows migration notice pointing to hermes memory setup

Gateway cleanup:
- Remove _get_or_create_gateway_honcho (already removed in prev commit)
- Remove _shutdown_gateway_honcho and _shutdown_all_gateway_honcho methods
- Remove all calls to shutdown methods (4 call sites)
- Remove _honcho_managers/_honcho_configs dict references

Dead code removal:
- Delete tools/honcho_tools.py (279 lines, import was already commented out)
- Delete tests/gateway/test_honcho_lifecycle.py (131 lines, tested removed methods)
- Remove if False placeholder from run_agent.py

Migration:
- Honcho migration notice on startup: detects existing honcho.json or
  ~/.honcho/config.json, prints guidance to run hermes memory setup.
  Only fires when memory.provider is not set and not in quiet mode.

Full suite: 7203 passed, 4 pre-existing failures. Zero regressions.

* feat(memory): standardize plugin config + add per-plugin documentation

Config architecture:
- Add save_config(values, hermes_home) to MemoryProvider ABC
- Honcho: writes to $HERMES_HOME/honcho.json (SDK native)
- Mem0: writes to $HERMES_HOME/mem0.json
- Hindsight: writes to $HERMES_HOME/hindsight/config.json
- Holographic: writes to config.yaml under plugins.hermes-memory-store
- OpenViking/RetainDB/ByteRover: env-var only (default no-op)

Setup wizard (hermes memory setup):
- Now calls provider.save_config() for non-secret config
- Secrets still go to .env via env vars
- Only memory.provider activation key goes to config.yaml

Documentation:
- README.md for each of the 7 providers in plugins/memory/<name>/
- Requirements, setup (wizard + manual), config reference, tools table
- Consistent format across all providers

The contract for new memory plugins:
- get_config_schema() declares all fields (REQUIRED)
- save_config() writes native config (REQUIRED if not env-var-only)
- Secrets use env_var field in schema, written to .env by wizard
- README.md in the plugin directory

* docs: add memory providers user guide + developer guide

New pages:
- user-guide/features/memory-providers.md — comprehensive guide covering
  all 7 shipped providers (Honcho, OpenViking, Mem0, Hindsight,
  Holographic, RetainDB, ByteRover). Each with setup, config, tools,
  cost, and unique features. Includes comparison table and profile
  isolation notes.
- developer-guide/memory-provider-plugin.md — how to build a new memory
  provider plugin. Covers ABC, required methods, config schema,
  save_config, threading contract, profile isolation, testing.

Updated pages:
- user-guide/features/memory.md — replaced Honcho section with link to
  new Memory Providers page
- user-guide/features/honcho.md — replaced with migration redirect to
  the new Memory Providers page
- sidebars.ts — added both new pages to navigation

* fix(memory): auto-migrate Honcho users to memory provider plugin

When honcho.json or ~/.honcho/config.json exists but memory.provider
is not set, automatically set memory.provider: honcho in config.yaml
and activate the plugin. The plugin reads the same config files, so
all data and credentials are preserved. Zero user action needed.

Persists the migration to config.yaml so it only fires once. Prints
a one-line confirmation in non-quiet mode.

* fix(memory): only auto-migrate Honcho when enabled + credentialed

Check HonchoClientConfig.enabled AND (api_key OR base_url) before
auto-migrating — not just file existence. Prevents false activation
for users who disabled Honcho, stopped using it (config lingers),
or have ~/.honcho/ from a different tool.

* feat(memory): auto-install pip dependencies during hermes memory setup

Reads pip_dependencies from plugin.yaml, checks which are missing,
installs them via pip before config walkthrough. Also shows install
guidance for external_dependencies (e.g. brv CLI for ByteRover).

Updated all 7 plugin.yaml files with pip_dependencies:
- honcho: honcho-ai
- mem0: mem0ai
- openviking: httpx
- hindsight: hindsight-client
- holographic: (none)
- retaindb: requests
- byterover: (external_dependencies for brv CLI)

* fix: remove remaining Honcho crash risks from cli.py and gateway

cli.py: removed Honcho session re-mapping block (would crash importing
deleted tools/honcho_tools.py), Honcho flush on compress, Honcho
session display on startup, Honcho shutdown on exit, honcho_session_key
AIAgent param.

gateway/run.py: removed honcho_session_key params from helper methods,
sync_honcho param, _honcho.shutdown() block.

tests: fixed test_cron_session_with_honcho_key_skipped (was passing
removed honcho_key param to _flush_memories_for_session).

* fix: include plugins/ in pyproject.toml package list

Without this, plugins/memory/ wouldn't be included in non-editable
installs. Hermes always runs from the repo checkout so this is belt-
and-suspenders, but prevents breakage if the install method changes.

* fix(memory): correct pip-to-import name mapping for dep checks

The heuristic dep.replace('-', '_') fails for packages where the pip
name differs from the import name: honcho-ai→honcho, mem0ai→mem0,
hindsight-client→hindsight_client. Added explicit mapping table so
hermes memory setup doesn't try to reinstall already-installed packages.

* chore: remove dead code from old plugin memory registration path

- hermes_cli/plugins.py: removed register_memory_provider(),
  _memory_providers list, get_plugin_memory_providers() — memory
  providers now use plugins/memory/ discovery, not the general plugin system
- hermes_cli/main.py: stripped 74 lines of dead honcho argparse
  subparsers (setup, status, sessions, map, peer, mode, tokens,
  identity, migrate) — kept only the migration redirect
- agent/memory_provider.py: updated docstring to reflect new
  registration path
- tests: replaced TestPluginMemoryProviderRegistration with
  TestPluginMemoryDiscovery that tests the actual plugins/memory/
  discovery system. Added 3 new tests (discover, load, nonexistent).

* chore: delete dead honcho_integration/cli.py and its tests

cli.py (794 lines) was the old 'hermes honcho' command handler — nobody
calls it since cmd_honcho was replaced with a migration redirect.

Deleted tests that imported from removed code:
- tests/honcho_integration/test_cli.py (tested _resolve_api_key)
- tests/honcho_integration/test_config_isolation.py (tested CLI config paths)
- tests/tools/test_honcho_tools.py (tested the deleted tools/honcho_tools.py)

Remaining honcho_integration/ files (actively used by the plugin):
- client.py (445 lines) — config loading, SDK client creation
- session.py (991 lines) — session management, queries, flush

* refactor: move honcho_integration/ into the honcho plugin

Moves client.py (445 lines) and session.py (991 lines) from the
top-level honcho_integration/ package into plugins/memory/honcho/.
No Honcho code remains in the main codebase.

- plugins/memory/honcho/client.py — config loading, SDK client creation
- plugins/memory/honcho/session.py — session management, queries, flush
- Updated all imports: run_agent.py (auto-migration), hermes_cli/doctor.py,
  plugin __init__.py, session.py cross-import, all tests
- Removed honcho_integration/ package and pyproject.toml entry
- Renamed tests/honcho_integration/ → tests/honcho_plugin/

* docs: update architecture + gateway-internals for memory provider system

- architecture.md: replaced honcho_integration/ with plugins/memory/
- gateway-internals.md: replaced Honcho-specific session routing and
  flush lifecycle docs with generic memory provider interface docs

* fix: update stale mock path for resolve_active_host after honcho plugin migration

* fix(memory): address review feedback — P0 lifecycle, ABC contract, honcho CLI restore

Review feedback from Honcho devs (erosika):

P0 — Provider lifecycle:
- Remove on_session_end() + shutdown_all() from run_conversation() tail
  (was killing providers after every turn in multi-turn sessions)
- Add shutdown_memory_provider() method on AIAgent for callers
- Wire shutdown into CLI atexit, reset_conversation, gateway stop/expiry

Bug fixes:
- Remove sync_honcho=False kwarg from /btw callsites (TypeError crash)
- Fix doctor.py references to dead 'hermes honcho setup' command
- Cache prefetch_all() before tool loop (was re-calling every iteration)

ABC contract hardening (all backwards-compatible):
- Add session_id kwarg to prefetch/sync_turn/queue_prefetch
- Make on_pre_compress() return str (provider insights in compression)
- Add **kwargs to on_turn_start() for runtime context
- Add on_delegation() hook for parent-side subagent observation
- Document agent_context/agent_identity/agent_workspace kwargs on
  initialize() (prevents cron corruption, enables profile scoping)
- Fix docstring: single external provider, not multiple

Honcho CLI restoration:
- Add plugins/memory/honcho/cli.py (from main's honcho_integration/cli.py
  with imports adapted to plugin path)
- Restore full hermes honcho command with all subcommands (status, peer,
  mode, tokens, identity, enable/disable, sync, peers, --target-profile)
- Restore auto-clone on profile creation + sync on hermes update
- hermes honcho setup now redirects to hermes memory setup

* fix(memory): wire on_delegation, skip_memory for cron/flush, fix ByteRover return type

- Wire on_delegation() in delegate_tool.py — parent's memory provider
  is notified with task+result after each subagent completes
- Add skip_memory=True to cron scheduler (prevents cron system prompts
  from corrupting user representations — closes #4052)
- Add skip_memory=True to gateway flush agent (throwaway agent shouldn't
  activate memory provider)
- Fix ByteRover on_pre_compress() return type: None -> str

* fix(honcho): port profile isolation fixes from PR #4632

Ports 5 bug fixes found during profile testing (erosika's PR #4632):

1. 3-tier config resolution — resolve_config_path() now checks
   $HERMES_HOME/honcho.json → ~/.hermes/honcho.json → ~/.honcho/config.json
   (non-default profiles couldn't find shared host blocks)

2. Thread host=_host_key() through from_global_config() in cmd_setup,
   cmd_status, cmd_identity (--target-profile was being ignored)

3. Use bare profile name as aiPeer (not host key with dots) — Honcho's
   peer ID pattern is ^[a-zA-Z0-9_-]+$, dots are invalid

4. Wrap add_peers() in try/except — was fatal on new AI peers, killed
   all message uploads for the session

5. Gate Honcho clone behind --clone/--clone-all on profile create
   (bare create should be blank-slate)

Also: sanitize assistant_peer_id via _sanitize_id()

* fix(tests): add module cleanup fixture to test_cli_provider_resolution

test_cli_provider_resolution._import_cli() wipes tools.*, cli, and
run_agent from sys.modules to force fresh imports, but had no cleanup.
This poisoned all subsequent tests on the same xdist worker — mocks
targeting tools.file_tools, tools.send_message_tool, etc. patched the
NEW module object while already-imported functions still referenced
the OLD one. Caused ~25 cascade failures: send_message KeyError,
process_registry FileNotFoundError, file_read_guards timeouts,
read_loop_detection file-not-found, mcp_oauth None port, and
provider_parity/codex_execution stale tool lists.

Fix: autouse fixture saves all affected modules before each test and
restores them after, matching the pattern in
test_managed_browserbase_and_modal.py.
2026-04-02 15:33:51 -07:00