Files
hermes-agent/hermes_cli/gateway_migrate.py
teknium1 a10bbf95bb feat(gateway): gateway.multiplex_profiles defaults to on, gated by a boot-time serve guard
DEFAULT_CONFIG now ships gateway.multiplex_profiles: true. GatewayConfig keeps an UNSET flag as
None so the boot can tell "the operator chose" from "the default applies"; every reader tests
truthiness, so an undecided flag never multiplexes by accident.

hermes_cli/gateway_multiplex_mode.py settles the unset default once per boot (called from
load_gateway_config_for_runner and `gateway run --config`): the same preflight `hermes gateway
migrate --multiplex` runs — default profile, >= 2 profiles, no secondary running its own gateway
(live pid or installed unit), no duplicate-credential / port-binder blocker, migratable host. A
refusal is a logged warning naming the blocker and the migrate one-liner; the gateway comes up
standalone exactly as before. Explicit values (config.yaml, GATEWAY_MULTIPLEX_PROFILES) pass through
verbatim; `--standalone` already pins false.

Other processes stop guessing the verdict from the merged default: named_profile_served_by_running
_multiplexer, the enroll warning, the dashboard listener guard, the cron-fire port resolver, container
boot and the migration plan (_read_multiplex_flag) read the live gateway's served_profiles record
first and the EXPLICIT flag second — so a per-profile fleet with the flag unset still reads as
"not yet multiplexed" and the fold proceeds.

Docs: multi-profile-gateways.md, multiplexing-gateway.md, hermes_cli/AGENTS.md.
2026-09-16 08:57:18 -07:00

955 lines
45 KiB
Python

"""``hermes gateway migrate --multiplex`` / ``--standalone``: move a per-profile-gateway install onto one
multiplexed default gateway (and back), with a table-driven preflight.
Standalone per-profile gateways stay supported; this is a migration path, not a removal. The
preflight reuses the gateway's own conflict logic (``GatewayRunner._adapter_credential_fingerprint``,
``platform_binds_port``, the adapters' ``serves_profile_prefix`` declaration) so its verdict matches
what the multiplexer would do at startup. ``hermes update`` calls :func:`maybe_auto_migrate_after_update`.
"""
from __future__ import annotations
import contextlib
import json
import logging
import os
import sys
import time
from dataclasses import dataclass, field
from pathlib import Path
from types import SimpleNamespace
from typing import Callable, Iterator, Optional
logger = logging.getLogger(__name__)
MANIFEST_NAME = "gateway_migration.json"
MIGRATE_COMMAND = "hermes gateway migrate --multiplex"
_SERVED_WAIT_SECONDS = 90.0
# --------------------------------------------------------------------------- data
@dataclass
class ProfileGateway:
"""One profile's standalone gateway footprint: live PID and/or installed service."""
name: str
home: Path
pid: Optional[int] = None
# EVERY installed unit: [("systemd", system), ("launchd", False)]. A profile can carry a user AND a
# system unit at once; recording only the first found left the other live beside the multiplexer.
services: list[tuple[str, bool]] = field(default_factory=list)
run_as_user: Optional[str] = None # User= recorded by a system-scope systemd unit
uid: Optional[int] = None # owner of the gateway process/unit; None = unknown (never "different")
runtime_home: Optional[Path] = None # HERMES_HOME the installed unit pins, when it differs from ``home``
@property
def is_default(self) -> bool:
return self.name == "default"
@property
def service(self) -> Optional[tuple[str, bool]]:
"""The unit the default gateway is (re)started through; None when nothing is installed."""
return self.services[0] if self.services else None
@property
def has_gateway(self) -> bool:
return self.pid is not None or bool(self.services)
@property
def has_system_unit(self) -> bool:
return ("systemd", True) in self.services
def service_label(self) -> str:
return " + ".join(_service_label(s) for s in self.services) if self.services else "none"
def to_dict(self) -> dict:
return {
"profile": self.name, "home": str(self.home), "pid": self.pid,
"service": None if self.service is None else _service_dict(self.service),
"services": [_service_dict(s) for s in self.services],
"run_as_user": self.run_as_user,
"uid": self.uid, "runtime_home": None if self.runtime_home is None else str(self.runtime_home),
}
def _service_label(service: tuple[str, bool]) -> str:
kind, system = service
return f"{kind} ({'system' if system else 'user'})" if kind == "systemd" else kind
def _service_dict(service: tuple[str, bool]) -> dict:
return {"kind": service[0], "system": service[1]}
@dataclass
class MigrationPlan:
default_home: Path
profiles: list[ProfileGateway]
multiplex_flag_on: bool
live_served: Optional[list[str]] # served_profiles the live default gateway recorded, if any
# A manifest with the flag on and no LIVE default gateway: an earlier apply died between flipping
# the flag and the multiplexer confirming it is up (#110850). An installed unit is not proof of
# anything — `systemd_install` writes the unit before the start that can still fail or be killed.
# Not "already multiplexed" — resumable.
interrupted: bool = False
blockers: list[str] = field(default_factory=list)
notices: list[str] = field(default_factory=list)
@property
def secondaries(self) -> list[ProfileGateway]:
return [p for p in self.profiles if not p.is_default]
@property
def default(self) -> ProfileGateway:
return next(p for p in self.profiles if p.is_default)
@property
def already_multiplexed(self) -> bool:
if self.interrupted:
return False
return self.multiplex_flag_on or bool(self.live_served and len(self.live_served) > 1)
@property
def standalone_secondaries(self) -> list[ProfileGateway]:
return [p for p in self.secondaries if p.has_gateway]
@property
def blocked(self) -> bool:
return bool(self.blockers)
def target_service_kind(self) -> Optional[tuple[str, bool]]:
"""Service manager the default gateway should end up on: its own, else the one the
secondaries used (so a systemd-managed fleet stays systemd-managed)."""
if self.default.service is not None:
return self.default.service
return next((p.service for p in self.secondaries if p.service is not None), None)
def target_run_as_user(self) -> Optional[str]:
"""Preserve the system unit identity that the default unit replaces."""
if self.default.run_as_user:
return self.default.run_as_user
return next((p.run_as_user for p in self.secondaries if p.run_as_user), None)
def to_dict(self) -> dict:
return {
"default_home": str(self.default_home),
"profiles": [p.to_dict() for p in self.profiles],
"multiplex_flag_on": self.multiplex_flag_on,
"live_served": self.live_served,
"already_multiplexed": self.already_multiplexed,
"interrupted": self.interrupted,
"blockers": list(self.blockers),
"notices": list(self.notices),
"eligible": self.eligible_for_migration(),
"command": MIGRATE_COMMAND,
}
def eligible_for_migration(self) -> bool:
""">= 2 profiles, at least one secondary with its own gateway, multiplex off, no blockers.
This is the AUTO-migration (``hermes update``) bar; the explicit command also proceeds with
zero standalone secondaries (see :func:`cmd_migrate`)."""
return (
len(self.profiles) >= 2 and bool(self.standalone_secondaries)
and not self.already_multiplexed and not self.blocked
)
# --------------------------------------------------------------------------- home / env plumbing
@contextlib.contextmanager
def _home_env(home: Path) -> Iterator[None]:
"""Run service-manager helpers as if ``home`` were the active HERMES_HOME. Both the contextvar
override (``get_hermes_home``) and ``os.environ`` (``gateway.status`` identity files, unit
generation) are switched, then restored."""
from hermes_constants import reset_hermes_home_override, set_hermes_home_override
import hermes_constants
previous = os.environ.get("HERMES_HOME")
token = set_hermes_home_override(str(home))
os.environ["HERMES_HOME"] = str(home)
hermes_constants._default_hermes_root_memo = None
try:
yield
finally:
reset_hermes_home_override(token)
if previous is None:
os.environ.pop("HERMES_HOME", None)
else:
os.environ["HERMES_HOME"] = previous
hermes_constants._default_hermes_root_memo = None
def _default_home() -> Path:
from hermes_constants import get_default_hermes_root
return get_default_hermes_root()
def _profile_homes() -> list[tuple[str, Path]]:
from hermes_cli.profiles import profiles_to_serve
return list(profiles_to_serve(multiplex=True))
def _live_gateway_pid(home: Path) -> Optional[int]:
"""Verified PID of a standalone gateway owned by ``home``, else None (never raises: a probe
failure must not abort a migration plan)."""
from gateway.status import live_gateway_pid_for_home
with contextlib.suppress(Exception):
return live_gateway_pid_for_home(home)
return None
def _gateway_identity(home: Path, pid: Optional[int], services: list[tuple[str, bool]]) -> tuple[Optional[int], Path]:
from hermes_cli.gateway_migrate_guards import gateway_identity
return gateway_identity(home, pid, services)
def _installed_services(home: Path) -> list[tuple[str, bool]]:
"""Every installed service for ``home``'s gateway (units / plist on disk), user scope first."""
from hermes_cli import gateway as gw
found: list[tuple[str, bool]] = []
with _home_env(home):
if gw.supports_systemd_services():
found.extend(("systemd", system) for system in (False, True) if gw.get_systemd_unit_path(system=system).exists())
if gw.is_macos() and gw.get_launchd_plist_path().exists():
found.append(("launchd", False))
return found
def _systemd_service_user(home: Path, services: list[tuple[str, bool]]) -> Optional[str]:
"""Read ``User=`` before migration removes a system-scope unit."""
if ("systemd", True) not in services:
return None
from hermes_cli import gateway as gw
with _home_env(home):
return gw._read_systemd_user_from_unit(gw.get_systemd_unit_path(system=True))
def _service_op(kind: str, system: bool, verb: str, home: Path, *, run_as_user: Optional[str] = None) -> None:
"""``stop`` / ``uninstall`` / ``start`` / ``restart`` / ``install`` on ``home``'s service."""
from hermes_cli import gateway as gw
with _home_env(home):
if verb == "install":
if kind == "launchd":
gw.launchd_install()
else:
gw.systemd_install(system=system, run_as_user=run_as_user, non_interactive=True)
return
gw._service_call(kind, verb, system)
def _stop_gateway_process(home: Path) -> None:
from hermes_cli.profiles import _stop_gateway_process
_stop_gateway_process(home)
def _spawn_detached_gateway(home: Path) -> bool:
from hermes_cli import gateway as gw
with _home_env(home):
return gw._spawn_detached_gateway()
def _read_multiplex_flag(default_home: Path) -> bool:
"""The operator's EXPLICIT opt-in only. The unset default (on) is settled by the default gateway at
boot and refused while a secondary runs its own gateway — exactly the fleet this command folds —
so the plan reads it as "not yet multiplexed" and the migration proceeds."""
from hermes_cli.gateway_multiplex_mode import explicit_multiplex_flag
return explicit_multiplex_flag(default_home) is True
def _write_multiplex_flag(default_home: Path, value: bool) -> None:
"""Set ``gateway.multiplex_profiles`` in the DEFAULT profile's config.yaml through the config API
(same read-guard + nested-set + atomic write ``hermes config set`` uses; no raw YAML edits)."""
from hermes_cli.config import _set_nested, _write_user_config, require_readable_config_before_write
cfg_path = default_home / "config.yaml"
user_config = require_readable_config_before_write(cfg_path)
# A stale top-level alias would shadow the nested key the docs describe.
user_config.pop("multiplex_profiles", None)
_set_nested(user_config, "gateway.multiplex_profiles", value)
_write_user_config(cfg_path, user_config)
# --------------------------------------------------------------------------- preflight checks
def _profile_gateway_config(home: Path):
"""This profile's ``GatewayConfig`` read exactly the way the multiplexer reads it: under the
profile's own secret scope with multiplexing active, so a missing token stays missing instead of
borrowing the CLI process's ``os.environ`` (which holds the launch profile's ``.env``)."""
from gateway.config import load_gateway_config
from gateway.run import _profile_runtime_scope
with _profile_runtime_scope(home):
return load_gateway_config()
@contextlib.contextmanager
def _multiplex_read_mode() -> Iterator[None]:
from agent.secret_scope import is_multiplex_active, set_multiplex_active
previous = is_multiplex_active()
set_multiplex_active(True)
try:
yield
finally:
set_multiplex_active(previous)
def _credential_probe(platform_config) -> SimpleNamespace:
"""Config-shaped stand-in for ``GatewayRunner._adapter_credential_fingerprint`` (which probes
adapter attributes): token/api_key plus the id-style credentials adapters expose from ``extra``."""
extra = getattr(platform_config, "extra", None) or {}
return SimpleNamespace(
token=getattr(platform_config, "token", None) or getattr(platform_config, "api_key", None),
_app_id=extra.get("app_id"), _client_id=extra.get("client_id"), _bot_id=extra.get("bot_id"),
_project_secret=extra.get("project_secret"), config=platform_config,
)
def _credential_claims(config) -> dict[tuple, str]:
"""``(platform, fingerprint)`` for every enabled platform with a discoverable credential."""
from gateway.run import GatewayRunner
claims: dict[tuple, str] = {}
for platform, platform_config in config.platforms.items():
if not platform_config.enabled:
continue
fp = GatewayRunner._adapter_credential_fingerprint(_credential_probe(platform_config))
if fp is not None:
claims[(platform.value, fp)] = platform.value
return claims
def _check_duplicate_credentials(plan: MigrationPlan, configs: dict[str, object]) -> None:
"""BLOCKER: the same bot credential configured on two profiles — the multiplexer would park
the duplicate adapter, so one profile's bot would go silent after migration."""
owners: dict[tuple, str] = {}
for profile in plan.profiles: # default first: it wins the claim, like at multiplexer startup
cfg = configs.get(profile.name)
if cfg is None:
continue
for claim, platform_value in _credential_claims(cfg).items():
owner = owners.setdefault(claim, profile.name)
if owner == profile.name:
continue
plan.blockers.append(
f"Profiles '{owner}' and '{profile.name}' both configure {platform_value} with the same "
f"credential: the bot can only belong to one profile; remove the token from "
f"'{profile.name}' or keep it in {owner} and route {profile.name}'s chats with "
f"profile_routes (gateway.profile_routes in {owner}'s config.yaml)."
)
def platform_serves_profile_prefix(platform_value: str) -> bool:
"""True when the adapter for ``platform_value`` declares ``serves_profile_prefix`` (it answers
``/p/<profile>/...`` on the default listener). Read from the adapter CLASS — builtin table or the
plugin registry entry — never from a hand-kept list, so new ingress adapters count automatically."""
from gateway.platforms.base import BasePlatformAdapter
def _declares(cls) -> bool:
return isinstance(cls, type) and issubclass(cls, BasePlatformAdapter) and bool(
getattr(cls, "serves_profile_prefix", False))
with contextlib.suppress(Exception):
from gateway.config import Platform
from gateway.run import _BUILTIN_ADAPTERS, _builtin_adapter_import
spec = _BUILTIN_ADAPTERS.get(Platform(platform_value))
if spec is not None:
adapter_cls, _ok = _builtin_adapter_import(spec[0], spec[1], spec[2])
return _declares(adapter_cls)
with contextlib.suppress(Exception):
# Plugin-shipped adapters (sms, line, teams, feishu, wecom, ...) only exist in the registry
# after discovery; a bare CLI process has not run it yet.
from hermes_cli.plugins import discover_plugins
discover_plugins() # idempotent
from gateway.platform_registry import platform_registry
entry = platform_registry.get(platform_value)
if entry is not None:
factory = entry.adapter_factory
if _declares(factory):
return True
# Lambda factories: the adapter class lives in the factory's module.
import importlib
module = importlib.import_module(factory.__module__)
return any(_declares(getattr(module, name)) for name in dir(module))
return False
def _listener_url(default_cfg, platform_value: str, profile: str) -> str:
from gateway.config import Platform
extra = {}
with contextlib.suppress(Exception):
extra = (default_cfg.platforms.get(Platform(platform_value)) or SimpleNamespace(extra={})).extra or {}
defaults = {"api_server": ("127.0.0.1", 8642), "webhook": ("0.0.0.0", 8644)}
host, port = defaults.get(platform_value, ("<host>", "<port>"))
host = extra.get("host") or host
port = extra.get("port") or port
tail = {"api_server": "/v1/...", "webhook": "/webhooks/<route>"}.get(platform_value, "/...")
return f"http://{host}:{port}/p/{profile}{tail}"
def _check_secondary_port_binders(plan: MigrationPlan, configs: dict[str, object]) -> None:
"""BLOCKER when a secondary enables a port-binding platform with no ``/p/<profile>/`` ingress
(the multiplexer skips the whole profile); NOTICE (URL changes) when the ingress exists."""
from gateway.config import platform_binds_port
default_cfg = configs.get("default")
for profile in plan.secondaries:
cfg = configs.get(profile.name)
if cfg is None:
continue
for platform, platform_config in cfg.platforms.items():
if not platform_config.enabled or not platform_binds_port(platform.value, platform_config.extra):
continue
if platform_serves_profile_prefix(platform.value):
plan.notices.append(
f"Profile '{profile.name}': {platform.value} moves onto the default listener at "
f"{_listener_url(default_cfg, platform.value, profile.name)} (its key/secret is "
f"unchanged; update clients that call the old per-profile port)."
)
else:
plan.blockers.append(
f"Profile '{profile.name}' enables {platform.value}, which binds its own port and has no "
f"/p/{profile.name}/ ingress on the default listener yet; the multiplexer would skip "
f"the whole profile. Disable it there (platforms.{platform.value}.enabled: false) or "
f"keep '{profile.name}' on a standalone gateway (hermes -p {profile.name} gateway start --force)."
)
_PREFLIGHT_CHECKS: tuple[Callable[[MigrationPlan, dict[str, object]], None], ...] = (
_check_duplicate_credentials,
_check_secondary_port_binders,
)
def _load_profile_configs(plan: MigrationPlan) -> dict[str, object]:
configs: dict[str, object] = {}
with _multiplex_read_mode():
for profile in plan.profiles:
try:
configs[profile.name] = _profile_gateway_config(profile.home)
except Exception as exc: # unreadable config is itself a blocker, not a crash
plan.blockers.append(f"Profile '{profile.name}': could not load its gateway config ({exc}).")
return configs
def build_migration_plan() -> MigrationPlan:
"""Enumerate profiles + their gateway footprint, then run every preflight check."""
from hermes_cli.gateway_multiplex_served import recorded_served_profiles
default_home = _default_home()
profiles = []
for name, home in _profile_homes():
pid, services = _live_gateway_pid(home), _installed_services(home)
uid, runtime_home = _gateway_identity(home, pid, services)
profiles.append(ProfileGateway(name=name, home=home, pid=pid, services=services,
run_as_user=_systemd_service_user(home, services), uid=uid,
runtime_home=None if runtime_home == home else runtime_home))
plan = MigrationPlan(
default_home=default_home, profiles=profiles,
multiplex_flag_on=_read_multiplex_flag(default_home),
live_served=recorded_served_profiles(default_home),
)
plan.interrupted = plan.multiplex_flag_on and _manifest_not_yet_served(_read_manifest(default_home), plan.live_served)
if len(plan.profiles) < 2:
plan.notices.append("Only one profile exists: nothing to multiplex.")
return plan
configs = _load_profile_configs(plan)
for check in _PREFLIGHT_CHECKS:
check(plan, configs)
from hermes_cli.gateway_migrate_guards import auto_migration_blockers
# Notices, not blockers: the explicit command is the operator's decision; only the update hook
# refuses to cross these boundaries on its own.
plan.notices.extend(f"Not migrated automatically by `hermes update`: {b}" for b in auto_migration_blockers(plan))
plan.notices.append(
"Profiles created after the migration are served by the running multiplexer as soon as "
"they exist (it rescans profiles/ on create/delete and every 30s)."
)
return plan
# --------------------------------------------------------------------------- printing
def _print(lines: list[str]) -> None:
for line in lines:
print(line)
def format_plan(plan: MigrationPlan, *, dry_run: bool) -> list[str]:
head = "Migration plan (dry run — nothing changed)" if dry_run else "Migration plan"
lines = [head, f" default home: {plan.default_home}", "", " profile gateway pid service"]
for p in plan.profiles:
lines.append(f" {p.name:<12} {str(p.pid or '-'):<13} {p.service_label()}")
lines.append("")
if plan.already_multiplexed:
lines.append(" ✓ The default gateway is already multiplexing"
+ (f" (serving {', '.join(plan.live_served)})" if plan.live_served else " (flag on)") + ".")
return lines
if plan.interrupted:
lines.append(f" ↻ An earlier migration was interrupted before the default gateway came up "
f"(flag on, no live multiplexer; manifest {plan.default_home / MANIFEST_NAME}); this run resumes it.")
steps = []
for p in plan.standalone_secondaries:
what = " + ".join(x for x in (f"stop pid {p.pid}" if p.pid else "", f"uninstall {p.service_label()}" if p.services else "") if x)
steps.append(f" - {p.name}: {what}")
if len(plan.profiles) < 2: # the notice already says "only one profile exists"
return lines + _plan_tail(plan)
if not steps:
lines.append(" No secondary profile runs its own gateway; the only step is turning the flag on:")
else:
lines += [" Steps:", *steps]
lines.append(f" - default: set gateway.multiplex_profiles: true in {plan.default_home / 'config.yaml'}")
target = plan.target_service_kind()
lines.append(f" - default: {'restart' if plan.default.has_gateway else 'start'} the gateway"
+ (f" via {target[0]}" if target else " (detached)") + f", verify it serves {len(plan.profiles)} profiles")
lines.append(f" - record the previous state in {plan.default_home / MANIFEST_NAME} (rollback: hermes gateway migrate --standalone)")
return lines + _plan_tail(plan)
def _plan_tail(plan: MigrationPlan) -> list[str]:
lines: list[str] = []
if plan.blockers:
lines += ["", " ✗ Blockers (fix these first, nothing will be changed):"]
lines += [f" • {b}" for b in plan.blockers]
if plan.notices:
lines += ["", " Notices:"]
lines += [f" • {n}" for n in plan.notices]
return lines
def _no_manifest_lines(default_home: Path) -> list[str]:
return [f"✗ No migration manifest at {_manifest_path(default_home)}; nothing to roll back.",
" To leave multiplex mode by hand: hermes config set gateway.multiplex_profiles false && hermes gateway restart"]
def _manifest_secondaries(manifest: dict) -> Optional[list[dict]]:
"""The manifest's secondary records, or None when the (hand-edited) manifest is malformed."""
recs = manifest.get("secondaries", [])
if not isinstance(recs, list) or not all(isinstance(r, dict) and r.get("profile") and r.get("home") for r in recs):
return None
return recs
def _service_from_dict(service) -> Optional[tuple[str, bool]]:
if isinstance(service, dict) and service.get("kind"):
return str(service["kind"]), bool(service.get("system"))
return None
def _recorded_services(rec: dict) -> list[tuple[str, bool]]:
"""Every service a manifest record names: ``services`` (all installed units) or, in a manifest
written before that key existed, the single ``service``."""
recorded = rec.get("services")
if isinstance(recorded, list):
return [s for s in (_service_from_dict(r) for r in recorded) if s is not None]
service = _service_from_dict(rec.get("service"))
return [service] if service is not None else []
def _recorded_run_as_user(rec: dict) -> Optional[str]:
user = rec.get("run_as_user")
return user if isinstance(user, str) and user else None
def _target_from_manifest(manifest: dict) -> tuple[Optional[tuple[str, bool]], Optional[str]]:
"""Service manager + ``User=`` the resumed default install should use, read from the recorded
footprint (the units themselves are gone by the time an interrupted apply is re-run)."""
recs = [r for r in (manifest.get("default"), *(_manifest_secondaries(manifest) or [])) if isinstance(r, dict)]
target = next((s for r in recs for s in _recorded_services(r)), None)
user = next((u for r in recs if (u := _recorded_run_as_user(r)) is not None), None)
return target, user
_NOTHING_RECORDED = "no gateway was recorded; nothing to restore"
def format_rollback_plan(default_home: Path, manifest: dict, *, dry_run: bool) -> list[str]:
head = "Rollback plan (dry run — nothing changed)" if dry_run else "Rollback plan"
lines = [head, f" default home: {default_home}", "", " Steps:"]
lines.append(" - default: restore gateway.multiplex_profiles to its pre-migration value")
lines.append(" - default: clear multiplex-owned runtime status")
secondaries = _manifest_secondaries(manifest)
if secondaries is None:
return lines + [f" ✗ malformed secondary records in {_manifest_path(default_home)}; fix or delete the manifest"]
for rec in secondaries:
services = _recorded_services(rec)
if services:
action = "reinstall and start its " + " + ".join(_service_label(s) for s in services) + " service"
elif rec.get("pid"):
action = "start its standalone gateway (detached)"
else:
action = _NOTHING_RECORDED
lines.append(f" - {rec['profile']}: {action}")
lines += [
f" - remove rollback manifest {_manifest_path(default_home)}",
" - default: restart the standalone gateway last",
]
return lines
def format_update_warning(plan: MigrationPlan, auto_blockers: list[str]) -> list[str]:
return [
"⚠ Your profiles each run their own gateway. A single multiplexed gateway is the recommended",
" setup, but this install cannot be migrated automatically yet:",
*[f" • {b}" for b in (*plan.blockers, *auto_blockers)],
f" After fixing the above, run: {MIGRATE_COMMAND}",
" (`hermes update` will migrate automatically once nothing blocks it.)",
]
# --------------------------------------------------------------------------- apply / rollback
def _manifest_path(default_home: Path) -> Path:
return default_home / MANIFEST_NAME
def _read_manifest(default_home: Path) -> Optional[dict]:
path = _manifest_path(default_home)
if not path.exists():
return None
try:
data = json.loads(path.read_text(encoding="utf-8"))
except (OSError, ValueError):
return None
return data if isinstance(data, dict) else None
def _manifest_not_yet_served(manifest: Optional[dict], live_served: Optional[list[str]]) -> bool:
"""The postcondition ``apply_migration`` waits for, re-derived from live state: a LIVE default that
recorded serving every profile the manifest migrated. Anything less — no live gateway, an
installed-but-dead unit (``systemd_install`` writes the unit before the start that can still fail),
a standalone default never restarted — is a half-applied migration, not "already multiplexed".
Profiles created after the migration are not in the manifest, so they cannot flag it as interrupted."""
if manifest is None:
return False
recs = [r for r in (manifest.get("default"), *(_manifest_secondaries(manifest) or [])) if isinstance(r, dict)]
migrated = {str(r.get("profile") or "default") for r in recs} | {"default"}
return not migrated <= set(live_served or [])
def _write_manifest(default_home: Path, data: dict) -> None:
from utils import atomic_json_write
atomic_json_write(_manifest_path(default_home), data)
def _reconcile_standalone_runtime(default_home: Path, secondary_names: set[str]) -> None:
"""Remove only status owned by multiplexing, without re-stamping gateway identity."""
from gateway.status import read_runtime_status
from utils import atomic_json_write
path = default_home / "gateway_state.json"
runtime = read_runtime_status(path)
if runtime is None:
return
runtime["served_profiles"] = []
platforms = runtime.get("platforms")
if isinstance(platforms, dict):
prefixes = tuple(f"{name}:" for name in secondary_names if name)
runtime["platforms"] = {
key: value for key, value in platforms.items()
if not (isinstance(key, str) and key.startswith(prefixes))
}
atomic_json_write(path, runtime, indent=None, separators=(",", ":"))
def _wait_for_served(default_home: Path, expected: set[str], timeout: float) -> Optional[list[str]]:
"""Poll the default's ``gateway_state.json`` until ``served_profiles`` covers ``expected``."""
from hermes_cli.gateway_multiplex_served import recorded_served_profiles
deadline = time.monotonic() + timeout
served: Optional[list[str]] = None
while time.monotonic() < deadline:
with _home_env(default_home):
served = recorded_served_profiles(default_home)
if served is not None and expected <= set(served):
return served
time.sleep(0.5)
return served
def _restart_default(
plan_default: ProfileGateway,
target: Optional[tuple[str, bool]],
default_home: Path,
*,
run_as_user: Optional[str] = None,
) -> str:
"""Bring the default gateway up on the new flag value; returns a one-line description."""
if plan_default.service is not None:
kind, system = plan_default.service
_service_op(kind, system, "restart", default_home)
return f"restarted the default gateway via {kind}"
if target is not None:
kind, system = target
_service_op(kind, system, "install", default_home, run_as_user=run_as_user)
_service_op(kind, system, "start", default_home)
return f"installed and started the default gateway via {kind}"
verb = "restarted" if plan_default.pid is not None else "started"
if plan_default.pid is not None:
_stop_gateway_process(default_home)
if not _spawn_detached_gateway(default_home):
raise RuntimeError("could not spawn the default gateway (detached)")
return f"{verb} the default gateway (detached; no service manager was in use)"
def _remove_secondary_gateways(plan: MigrationPlan) -> None:
for p in plan.standalone_secondaries:
for kind, system in p.services:
_service_op(kind, system, "stop", p.home)
_service_op(kind, system, "uninstall", p.home)
print(f" ✓ {p.name}: stopped and removed its {_service_label((kind, system))} service")
if p.pid is not None:
_stop_gateway_process(p.home)
print(f" ✓ {p.name}: stopped standalone gateway (pid {p.pid})")
def _preflight_apply(plan: MigrationPlan, target: Optional[tuple[str, bool]], run_as_user: Optional[str]) -> Optional[str]:
"""A failure of the destructive phase that is knowable from the plan alone, refused BEFORE any
working per-profile gateway is stopped: rollback is the fallback for surprises, not the plan.
Mirrors the checks ``systemd_install``/``_service_call`` make on a system unit (root, resolvable
``User=``) and the config write's read-guard."""
from hermes_cli import gateway as gw
from hermes_cli.config import require_readable_config_before_write
try:
require_readable_config_before_write(plan.default_home / "config.yaml")
except Exception as exc:
return f"default: config.yaml cannot be updated ({exc})"
touches_system_unit = target == ("systemd", True) or any(p.has_system_unit for p in plan.standalone_secondaries)
if touches_system_unit:
try:
gw._require_root_for_system_service("migration")
except Exception as exc:
return str(exc)
if plan.default.service is None and target == ("systemd", True):
if run_as_user is None:
try:
gw._system_service_identity() # the #110850 refusal (implicit root), before anything is removed
except ValueError as exc:
return f"default: {exc}"
else:
import pwd
try:
pwd.getpwnam(run_as_user)
except KeyError:
return f"default: the recorded service user '{run_as_user}' does not exist on this host"
return None
def apply_migration(plan: MigrationPlan, *, served_wait: float = _SERVED_WAIT_SECONDS) -> bool:
"""Flip the flag, stop/uninstall every secondary gateway, bring up the multiplexer, verify.
Returns True when the multiplexer verifiably serves every profile.
Every step after the manifest write is fallible (a config write, a secondary's stop or its
unit's daemon-reload, a system unit that needs ``--run-as-user``, an unreachable user bus) and
runs inside ONE compensating boundary: on failure the manifest written before the first
destructive step restores the flag and every recorded per-profile gateway (#110850), so the
fleet never ends half-migrated. The flag goes on first so an apply killed anywhere after it is
resumable from the manifest (flag on + manifest + no live multiplexer = interrupted)."""
if plan.blocked:
_print(["✗ Migration refused:", *[f" • {b}" for b in plan.blockers]])
return False
if plan.already_multiplexed:
print("✓ Already multiplexed — nothing to do.")
return True
target, run_as_user = plan.target_service_kind(), plan.target_run_as_user()
if plan.interrupted:
# An earlier apply flipped the flag (and removed some or all secondaries) but the default never
# came up; the manifest is the only record of the units that existed. Finish from it, don't rewrite it.
manifest = _read_manifest(plan.default_home) or {}
target, run_as_user = _target_from_manifest(manifest)
print(f" ↻ resuming an interrupted migration recorded in {_manifest_path(plan.default_home)}")
elif _read_manifest(plan.default_home) is not None:
# Flag off + manifest present = a rollback (or an apply killed before its flag write) that did
# not finish. Overwriting the manifest would discard the only record of the units to restore.
_print([f"✗ A previous migration's manifest is still at {_manifest_path(plan.default_home)} (its rollback did not finish).",
" Finish it with: hermes gateway migrate --standalone (or delete the manifest to start over)"])
return False
else:
blocker = _preflight_apply(plan, target, run_as_user)
if blocker is not None:
_print(["✗ Migration refused before changing anything:", f" • {blocker}"])
return False
manifest = {
"version": 1, "migrated_at": time.strftime("%Y-%m-%dT%H:%M:%S%z"),
"flag_was": plan.multiplex_flag_on,
"default": plan.default.to_dict(),
"secondaries": [p.to_dict() for p in plan.standalone_secondaries],
}
# Recovery metadata must exist before the first destructive operation; the manifest never
# changes afterwards, so this is the only write it needs.
_write_manifest(plan.default_home, manifest)
try:
_write_multiplex_flag(plan.default_home, True)
print(f" ✓ default: gateway.multiplex_profiles: true ({plan.default_home / 'config.yaml'})")
_remove_secondary_gateways(plan) # on resume: whatever an apply killed mid-removal left installed
print(f" ✓ {_restart_default(plan.default, target, plan.default_home, run_as_user=run_as_user)}")
except Exception as exc:
_print([f" ✗ migration failed ({exc})",
" ↩ Rolling back to per-profile gateways so no profile is left without one..."])
rolled_back = rollback_migration(plan.default_home)
if not rolled_back:
print(f" Re-run {MIGRATE_COMMAND} to resume, or hermes gateway migrate --standalone to roll back.")
return False
expected = {p.name for p in plan.profiles}
served = _wait_for_served(plan.default_home, expected, served_wait)
if served is not None and expected <= set(served):
_print(["", f"✓ Migrated: the default gateway now serves {len(served)} profiles: {', '.join(served)}",
" Rollback any time with: hermes gateway migrate --standalone",
*[f" • {n}" for n in plan.notices]])
return True
missing = sorted(expected - set(served or []))
_print(["", f"⚠ Migration applied, but the default gateway has not confirmed serving: {', '.join(missing)}",
" Check `hermes gateway status` and the gateway log; the flag and manifest are in place.",
" Rollback: hermes gateway migrate --standalone"])
return False
def rollback_migration(default_home: Optional[Path] = None) -> bool:
"""``--standalone``: flag off, reinstall/start the recorded per-profile gateways, restart default."""
default_home = default_home or _default_home()
manifest = _read_manifest(default_home)
if manifest is None:
_print(_no_manifest_lines(default_home))
return False
incomplete = f"⚠ Rollback incomplete; manifest kept at {_manifest_path(default_home)}."
secondaries = _manifest_secondaries(manifest)
if secondaries is None:
# Refuse before touching anything: a hand-edited manifest is not a rollback authority.
print(f"✗ Malformed secondary records in {_manifest_path(default_home)}; fix or delete the manifest.")
return False
try:
_write_multiplex_flag(default_home, bool(manifest.get("flag_was", False)))
print(" ✓ default: gateway.multiplex_profiles restored")
except Exception as exc:
print(f" ✗ default: could not restore gateway.multiplex_profiles ({exc})")
print(incomplete)
return False
default_rec = manifest.get("default")
default_gw = ProfileGateway(
"default", default_home, pid=_live_gateway_pid(default_home),
services=(_recorded_services(default_rec) if isinstance(default_rec, dict) else []) or _installed_services(default_home),
)
# The live multiplexer's record still claims every secondary; a per-profile gateway started
# while it does is refused (exit 78, parked by RestartPreventExitStatus) — clear it FIRST.
try:
_reconcile_standalone_runtime(default_home, {str(rec["profile"]) for rec in secondaries})
print(" ✓ default: cleared multiplex-owned runtime status")
except Exception as exc:
print(f" ✗ default: could not clear multiplex-owned runtime status ({exc})")
print(incomplete)
return False
ok = True
for rec in secondaries:
name, home = str(rec["profile"]), Path(str(rec["home"]))
try:
services = _recorded_services(rec)
if services:
for kind, system in services:
_service_op(kind, system, "install", home, run_as_user=_recorded_run_as_user(rec))
_service_op(kind, system, "start", home)
print(f" ✓ {name}: reinstalled and started its {_service_label((kind, system))} service")
elif rec.get("pid"):
if _live_gateway_pid(home) is not None: # re-run after a partial rollback
print(f" ✓ {name}: standalone gateway already running")
elif _spawn_detached_gateway(home):
print(f" ✓ {name}: started its standalone gateway (detached)")
else:
ok = False
print(f" ✗ {name}: could not start its standalone gateway")
else:
print(f" ✓ {name}: {_NOTHING_RECORDED}")
except Exception as exc:
ok = False
print(f" ✗ {name}: {exc}")
if ok:
_manifest_path(default_home).unlink(missing_ok=True)
# The flag is already off, so the default must come back standalone even when a secondary
# failed (otherwise config and the live process disagree). The restart is LAST: from inside
# the gateway's cgroup a service-manager restart kills this process, so nothing after it runs.
if default_gw.has_gateway:
try:
print(f" ✓ {_restart_default(default_gw, None, default_home)}")
except Exception as exc:
if ok:
try:
_write_manifest(default_home, manifest)
except Exception as manifest_exc:
print(f" ✗ default: could not restore rollback manifest ({manifest_exc})")
ok = False
print(f" ✗ default: could not restart its standalone gateway ({exc})")
print(" The default gateway is still multiplexing; stop it by hand (hermes gateway stop) and re-run.")
if ok:
print("✓ Rolled back to per-profile gateways.")
else:
print(incomplete)
return ok
# --------------------------------------------------------------------------- CLI + update hook
def _host_supports_migration() -> Optional[str]:
"""Reason the host cannot be migrated by this command (s6 slots / Windows tasks), else None."""
from hermes_cli import gateway as gw
if gw._running_under_s6():
return "s6-supervised container: per-profile gateways are s6 slots; set gateway.multiplex_profiles on the default profile and restart the container instead."
if gw.is_windows():
return "Windows Scheduled Tasks are not migrated automatically; set gateway.multiplex_profiles true, stop the per-profile tasks, and `hermes gateway restart`."
return None
def cmd_migrate(args) -> None:
"""``hermes gateway migrate [--multiplex|--standalone] [--dry-run] [--yes]``."""
if getattr(args, "standalone", False):
if getattr(args, "dry_run", False):
default_home = _default_home()
manifest = _read_manifest(default_home)
if manifest is None:
_print(_no_manifest_lines(default_home))
sys.exit(1)
_print(format_rollback_plan(default_home, manifest, dry_run=True))
return
sys.exit(0 if rollback_migration() else 1)
reason = _host_supports_migration()
if reason:
print(f"✗ {reason}")
sys.exit(1)
plan = build_migration_plan()
dry_run = getattr(args, "dry_run", False)
_print(format_plan(plan, dry_run=dry_run))
if dry_run:
return
if plan.already_multiplexed:
return
if plan.blocked or len(plan.profiles) < 2:
sys.exit(1 if plan.blocked else 0)
# Zero standalone secondaries is still a migration when the user asks for it explicitly: the flag
# goes on and the default gateway restarts (the update hook keeps treating that case as a no-op).
if not getattr(args, "yes", False) and sys.stdin.isatty():
from hermes_cli.setup import prompt_yes_no
if not prompt_yes_no("Apply this migration now?", True):
print("Aborted; nothing changed.")
return
print()
sys.exit(0 if apply_migration(plan) else 1)
def maybe_auto_migrate_after_update() -> None:
"""``hermes update`` hook: with >= 2 profiles, per-profile gateways present and multiplex off,
migrate automatically when unblocked (deterministic, never prompts) or print the blocker block.
``gateway.auto_multiplex_migration: false`` on the default profile opts out; a secondary behind a
service-domain / UNIX-user / HERMES_HOME boundary blocks this path only (the explicit command decides)."""
from hermes_cli.gateway_migrate_guards import auto_migration_blockers, auto_migration_opted_out
if _host_supports_migration() is not None or auto_migration_opted_out(_default_home()):
return
plan = build_migration_plan()
if plan.already_multiplexed or len(plan.profiles) < 2 or not plan.standalone_secondaries:
return
print()
auto_blockers = auto_migration_blockers(plan)
if plan.blocked or auto_blockers:
_print(format_update_warning(plan, auto_blockers))
return
print("→ Migrating per-profile gateways onto one multiplexed default gateway...")
_print(format_plan(plan, dry_run=False))
apply_migration(plan)