Files
hermes-agent/website/docs/developer-guide/multiplexing-gateway.md
teknium1 91d1339a8d docs: multi-profile gateway pages match the multiplex-only topology
Every line still promising that `gateway.multiplex_profiles: false` keeps
per-profile gateways, or documenting the deleted `migrate --standalone`
rollback, now describes the shipped behaviour: one gateway per host serves
every profile; `false` no-ops with a warning; `hermes update` folds a fleet
unless a real boundary (different UNIX user, HERMES_HOME outside profiles/)
holds; a blocked fleet keeps `--force` per profile; re-running
`migrate --multiplex` converges a half-migrated host; a manifest on disk is the
resume record, never a rollback. Adds the new "No new per-profile gateways"
section with the exact refusal `hermes -p <name> gateway install` prints.

Files: website/docs/user-guide/multi-profile-gateways.md,
website/docs/reference/cli-commands.md (migrate row),
website/docs/developer-guide/multiplexing-gateway.md (eager activation no
longer honours `false`), hermes_cli/AGENTS.md (migrate + refusal seams).

Completes #118273 (docs item). Part of #109417
2026-09-21 11:40:48 -07:00

18 KiB

title, description
title description
Multiplexing Gateway Internals Design of the one-gateway-for-all-profiles mode: scope composition, secret scope, inbound routing, persistence

Multiplexing Gateway

One gateway process can serve every profile in the install. The mode is on by default (gateway.multiplex_profiles, default true), and everything it changes reverts the moment the flag is off. An unset flag is settled at boot by hermes_cli/gateway_multiplex_mode.py::resolve_multiplex_mode, which runs the hermes gateway migrate preflight and keeps the gateway standalone when a secondary still runs its own gateway, a blocker exists, or the host cannot be migrated (see "The mode flag"). This document is the design rationale referenced from agent/secret_scope.py ("Workstream A"): what is isolated per profile, the mechanism that isolates it, and what deliberately stays process-global.

Overview

Without multiplexing, one gateway process serves exactly one profile — its .env, sessions, skills, and platform adapters — and multi-profile installs run one process per profile. Multiplexing collapses that into a single process: the default profile plus every served named profile get their own adapters, secrets, sessions, and cron ticks, while sharing one event loop, one HTTP listener, one process lock, and one status surface.

The design constraint that shapes everything below: profile A's turns must never observe profile B's state. Secrets, homes, sessions, and adapter lanes are isolated per profile; anything that cannot yet be isolated fails closed or is documented as a known limitation at the end of this document.

The mode flag

  • Config: gateway.multiplex_profiles (also accepted at top level). Parsed in gateway/config.py with precedence env > config > unset. GatewayConfig keeps an unset flag as None (readers test truthiness, so it reads as off); load_gateway_config_for_runner then calls resolve_multiplex_mode, which writes the boot verdict — True on a quiet multi-profile default install, False with a logged reason otherwise. Explicit values pass through verbatim; a config injected into GatewayRunner(config=...) is not resolved.
  • Other processes read the LIVE gateway's served_profiles record first and the explicit flag second (gateway_multiplex_mode.default_gateway_multiplexes / explicit_multiplex_flag), never the merged default: named_profile_served_ by_running_multiplexer, the enroll warning, the dashboard's listener guard, the cron-fire port resolver, container boot, and the migration plan (_read_multiplex_flag, so an unset default reads as "not yet multiplexed" and the fold proceeds).
  • Env override: GATEWAY_MULTIPLEX_PROFILES accepts explicit truthy/falsy tokens only; a blank or unrecognized value returns "no override" so an empty deployment secret cannot shadow a config opt-in.
  • At startup, GatewayRunner.__init__ calls agent.secret_scope.set_multiplex_active(...) once. _MULTIPLEX_ACTIVE is a plain module global, not a contextvar: it describes the deployment mode, not a per-task value. Its only job is to arm the fail-closed behavior in get_secret().
  • The dashboard/Desktop backend (hermes serve) has no such flag, so hermes_cli/web_server.py::start_server calls tui_gateway.launch_profile_policy.activate_multi_profile_hosting_eagerly() as its LAST boot step: the host arms the guard when the machine has more than one servable profile home, instead of waiting for the first ?profile=<other> request. Activation is one-way, and anything the backend had already done by then (idle-reaper transcript flushes, hosted rooms, cron) was never re-scoped. It runs last because activation also freezes os.environ as the launch profile's credentials, and that snapshot is the only source for launch keys with no .env to rebuild from (systemd Environment=, op run, Compose) — a key injected or rotated after the freeze is invisible for the process lifetime. A genuinely single-profile host never activates; gateway.multiplex_profiles: false is retired and deliberately NOT consulted here (honouring it would serve a second profile with the launch profile's credentials); an unreadable profiles/ directory fails closed (it activates) and logs a WARNING.
  • With the guard armed the launch profile is a tenant too: a body with no routed profile binds launch_profile_scope_if_multiplexed() rather than running unscoped on ambient os.environ. Note the precedence inside that scope: the launch home's .env wins over the frozen env, so activation is not purely stricter for the launch tenant — for a key set in BOTH os.environ and <launch home>/.env, an unscoped read returned the ambient value before activation and returns the .env value after. Env-only keys are unaffected.
  • A body whose routed profile name no longer resolves (deleted or renamed mid-run) binds nothing: its credential reads raise UnscopedSecretError instead of falling back to the launch profile's. "Whose is this?" with no answer is a fail-closed condition, never a borrow.

Scope composition

Every inbound event composes the same two context-local scopes before any profile-owned code runs:

platform event
   │
   ▼
profile_routes match ──► served-set check ──► SessionSource.profile stamped
   │                                           (gateway/profile_routing.py)
   ▼
_profile_runtime_scope(profile_home)           (gateway/run.py)
   ├── set_hermes_home_override(home)          config / state.db / skills /
   │                                           memory / sessions resolve here
   └── set_secret_scope(profile .env + secret sources)
   │                                           provider keys, platform tokens
   ▼
agent turn (worker thread via copy_context())
   │
   ▼
scope unwound in finally

_profile_runtime_scope wraps every seam where profile-owned code executes: secondary adapter startup, connect and reconnect, the primary platform event handler, inbound preprocessing, /model and session-info resolution, background tasks, and the agent turn itself. Config reloads run under the default profile's scope so global gateway settings (#64674) resolve consistently.

Both scopes are contextvars, so they propagate into executor worker threads via copy_context() and unwind deterministically — nothing is written to os.environ, ever.

Workstream A: context-local secret scope

agent/secret_scope.py exists because the obvious implementation — union all profile .env files into os.environ — leaks profile A's keys into profile B's turns and into every subprocess spawned with env=dict(os.environ).

  • build_profile_secret_scope(home) merges the profile's .env with its configured secret sources, skipping globals.
  • set_secret_scope(mapping) installs it for the current task.
  • get_secret(name) resolves: global allowlist → active scope → fallback. The fallback is the load-bearing part:
    • multiplexing off: reads os.environ, so single-profile gateways and every non-gateway caller behave exactly as before;
    • multiplexing on, no scope installed: raises UnscopedSecretError rather than silently reading the process environment. An un-migrated call site fails loud at that exact line instead of leaking another profile's value.
  • A small allowlist (HERMES_HOME, HERMES_PROFILE, proxy settings, API_SERVER_* listener settings — but deliberately not API_SERVER_KEY) stays global because those describe the process, not a profile.
  • Cloud SDK default credential chains are ambient by construction (google.auth.default(), DefaultAzureCredential, boto3.Session() with no keys): every source they walk — process env, CLI caches, instance metadata — is the launch context's identity. Under multiplexing a served profile without a complete credential of its own is refused by the Vertex, Entra ID and Bedrock adapters rather than minting that identity against its own base_url; standalone runs keep the chain.

Because the per-turn .env reload is a no-op under multiplexing, rotated credentials are picked up through the profile scope on the next turn — never via os.environ. This holds at the loader boundary, not just the gateway's reload helper: hermes_cli.env_loader.load_hermes_dotenv skips the process-global load whenever multiplexing is active and a profile-home override is installed (import-time and cron callers hit it mid-turn), while still hydrating the profile's external secret sources into its private snapshot (#77562). The unscoped startup load is unchanged.

The same scope-authoritative rule covers the other os.environ seams a routed turn can reach: ${VAR} / ${env:VAR} references in a profile's config.yaml resolve through get_secret when a scope is installed (#84079), and .env writes made under a scope (save_env_value, e.g. a /pair grant mirror) update the installed scope mapping instead of the process environment (#88441).

The HERMES_HOME override

hermes_constants.py holds a context-local override consulted by get_hermes_home() before the HERMES_HOME env var. Everything that resolves paths through it — config, state.db, skills, memory, SOUL, sessions, kanban, goals, plugin discovery, MCP startup — follows the active profile automatically. get_process_hermes_home() exists for the few machine-level assets that must not follow the override. hermes_home_key() gives per-home registries a stable scope key. A one-shot warning (#18594) fires if profile-scoped code runs without the override where one is expected.

Inbound routing

gateway.profile_routes maps (platform, user_id, guild_id, chat_id, thread_id) to a profile; matching is conjunctive, most-specific-first, with parent-chain chat matching for threads. Routing only runs when multiplexing is active, and a matched route whose target is outside the served set is rejected (the event is dropped, not misdelivered). Full schema and matching rules: Routing shared-bot chats to profiles.

Serving selected profiles

profiles_to_serve(multiplex, profile_allowlist) in hermes_cli/profiles.py is the single chokepoint for which profiles a multiplexer serves: default plus every valid profile directory, optionally filtered by allowlist. A malformed allowlist fails safe to default-only. The served set gates adapter startup, cron ticking (#69377), /p/<profile>/ HTTP admission, route eligibility, and the runtime status surface. An excluded profile stays installed and can still run its own standalone gateway.

Per-profile persistence

SessionStore binds no database handle at construction (#88532). Session DB handles are resolved at call time through the active HERMES_HOME override — one cached handle per resolved profiles/<name>/state.db — so sessions land in the owning profile's store even when the store object itself is shared. Pairing stores are constructed per served profile.

Per-bot session lanes

Session keys are namespaced by profile (agent:main for default, agent:<name> for named profiles). Every inbound event carries ONE frozen RoutingIdentity (gateway/session_identity.py), resolved by resolve_identity() at the runner's ingress handlers and pinned on the source as a wire-invisible attribute: transport_profile (the bot that received it — credential, allowlist, authorization_home), runtime_profile (the routed profile that executes — runtime_home, key namespace, store_path) and a weak transport ref to the receiving adapter. "default" is spelled out; None never means default. Under multiplexing a route to an unserved profile raises IdentityUnresolved and the event is dropped.

Adapters also carry _owner_profile (installed at adapter configuration time, before any inbound event). Every ingress path canonicalizes the identity FIRST — BasePlatformAdapter._canonicalize runs at handle_message, text/photo/album batching, the busy path and every adapter-derived session key; the runner's per-profile and default handlers, the auth-check callback and the shared _handle_message gate do the same — so no lane is keyed before the receiving bot is known. Text/media batching, active-session tracking, the busy-session guard, /stop /new /reset and clarify replies are all keyed per lane, so two bots sharing a chat do not share a session lane and a control command on one bot cannot reach the other's run. A route to an unserved profile is dropped with one WARNING at the first seam it reaches, never keyed into agent:main. Copy a source with session_identity.replace_source, not dataclasses.replace, or the copy loses its transport and identity.

Intake vs delivery: which bot acts on an event

Two runner seams answer the two questions a multiplexed gateway keeps conflating (gateway/authz_mixin.py):

  • _intake_adapter_for(source) — the bot that received the event. Live provenance only: the transport ref build_source pinned, the process-level relay adapter for relay-delivered events, or the adapter currently registered for the identity's transport_profile after a reconnect. It gates intake policy (Slack ignored channels, relay fronting, re-dispatch of a queued live event) and returns None for a source with no live provenance — nothing may re-admit a restored row on a guessed bot.
  • _delivery_adapter_for(source) — the bot that answers: sends, edits, typing, progress, pickers, pending-message slots. The receiving bot whenever it is known; otherwise the unique owner of (platform, runtime_profile) — a secondary's own adapter, the primary for a shared-bot satellite, and None for a secondary whose bot is disconnected (it never borrows the default bot).
Topology Runtime (runtime_profile, key namespace, home) Intake Delivery
Per-credential bot, no route The bot's own profile Owner adapter Owner adapter
Shared credential → satellite via profile_routes Routed profile Receiving (shared) adapter Receiving adapter; after a restart the satellite still drains through the primary
Shared bot → a profile that owns its own bot Routed profile Receiving adapter Receiving adapter — the conversation stays with the bot the user wrote to
Secondary-owned bot → default (bot_profile: <secondary>) default (agent:main, default home) Receiving (secondary) adapter Receiving adapter
Restored / synthetic source, no live provenance Stored source.profile None (fail closed) Unique owner of (platform, runtime), else None

Outside multiplexing there is one adapter per platform, so both seams return it. tests/gateway/test_multiplex_transport_matrix.py asserts every row.

Restore, relay, callbacks and thread hops

The routing entry persists transport_profile next to the key (and the sessions.transport_profile column in state.db), so after a restart a revived lane still knows which bot received it: _restored_source(entry) re-pins a RoutingIdentity with no live adapter and _delivery_adapter_for delivers through that bot's adapter or fails closed — a satellite routed through the default bot keeps answering from the default bot, a lane owned by a secondary never falls back to the default bot's credential. Entries written before the column existed carry null and keep the shared-bot heuristics. Over the relay, every outbound frame's metadata.profile (and follow_up's key namespace) tells the connector which profile to stamp on the next passthrough_forward, so a button press after a routed slash command stays in the same profile. Deferred callbacks (/model picker) capture the routed home at command time and the gateway's executor hops copy the ContextVar scope.

Control plane

Desktop plugins reach the gateway only through the ws JSON-RPC door, so profile enumeration and configuration live in tui_gateway/methods_profiles.py: profiles.list, profiles.create, profiles.describe, profiles.configure, profiles.set_asset, profiles.get_asset. Reads and writes run under the target profile's HERMES_HOME override. Asset writes are atomic, type- and size-capped.

Failure modes

  • Fatal at startup: multiplex config errors and a secondary profile enabling a port-binding platform (MultiplexConfigError, SecondaryPortBindingConfigError) — one shared HTTP listener is owned by the default profile.
  • Skipped, not fatal: a single misconfigured secondary adapter is skipped with a warning rather than taking down the multiplexer.
  • Fail-closed: unscoped get_secret() under multiplexing raises; a routed event targeting an unserved profile is dropped; an unscoped /p/ request enters the default profile's scope (#61276) rather than an undefined one.
  • Fallback: an external cron.provider does not support multiplexing and falls back to the built-in ticker with a warning.

Known limitations

Process-global state that is not yet profile-scoped:

Surface State at time of writing
MCP discovery and tool registration Process-global; the first profile to build an agent wins the discovery slot. Full per-profile MCP registries are tracked in #67605.
Terminal / sandbox env (TERMINAL_*) Global by allowlist; tools read it from the process environment.
Built-in tool registry Built-ins are process-global; plugin-registered tools are overlaid per profile via hermes_home_key().
Provider/capability registries Same hybrid overlay pattern (browser, image-gen, TTS, transcription, video-gen, web-search, secret sources).
HTTP listener, relay ingress, process lock One per process, owned by the default/active profile. Per-profile runtime_status.json is still written.

Non-goals

Multiplexing isolates profiles; it does not authenticate or authorize end users. A profile is a configuration, not a person: the gateway trusts its transport and its routing table to decide which profile an event belongs to. Request-level identity and per-user authorization above the profile layer are out of scope for this document.

  • Multi-profile gateways — user-facing guide, including profile_routes and the standalone one-gateway-per-profile alternative.
  • agent/secret_scope.py, hermes_constants.py, gateway/profile_routing.py, gateway/run.py (_profile_runtime_scope), hermes_cli/profiles.py (profiles_to_serve), gateway/session.py, tui_gateway/methods_profiles.py.