Files
hermes-agent/plugins/memory/openviking/_setup.py

488 lines
20 KiB
Python

"""Interactive ``hermes memory setup`` wizard for the OpenViking provider.
Pure UI flow: prompts, menus, and the persistence of the chosen connection
(Hermes ``.env`` only, or mirrored to an ``ovcli.conf.<name>`` profile that
Hermes then links). Network validation and file writers live in the package
``__init__`` and are looked up there at call time so tests can monkeypatch
them on the plugin module.
"""
from __future__ import annotations
import os
import sys
from pathlib import Path
from typing import Optional
_SETUP_CANCELLED = object()
def _ov():
"""The plugin module — resolved lazily so monkeypatched validators are honored."""
return sys.modules[__package__]
def _retry_or_cancel_manual_setup(select, title: str, message: str, cancelled):
print(f" {message}")
choice = select(
title,
[("Retry", "try this step again"), ("Cancel setup", "no changes saved")],
default=0,
cancel_returns=cancelled,
)
return True if choice == 0 else _SETUP_CANCELLED
def _print_validation_progress(message: str) -> None:
print(f" {message}", flush=True)
def _reachability_failure_allows_local_autostart(message: str) -> bool:
return not (message or "").startswith(_ov()._OPENVIKING_RESPONDED_FAILURE_PREFIX)
def _handle_unreachable_endpoint(endpoint: str, message: str, select, cancelled, *, allow_local_autostart: bool = True):
"""-> True (reachable now) / False (re-prompt URL) / _SETUP_CANCELLED."""
ov = _ov()
is_local = ov._is_local_openviking_url(endpoint)
if is_local and allow_local_autostart:
print(f" {message}")
choice = select(
" Local OpenViking server is down",
[
("Start local OpenViking", "run openviking-server and retry"),
("Retry URL", "enter the server URL again"),
("Cancel setup", "no changes saved"),
],
default=0,
cancel_returns=cancelled,
)
if choice == 1:
return False
if choice != 0:
return _SETUP_CANCELLED
start_state, start_message = ov._start_local_openviking_server(endpoint)
print(f" {start_message}")
if start_state != ov._LOCAL_SERVER_STARTED:
return False
print(" Waiting for OpenViking server to become reachable...", flush=True)
if ov._wait_for_openviking_health(endpoint, timeout_seconds=ov._LOCAL_OPENVIKING_AUTOSTART_TIMEOUT):
print(" OpenViking server is reachable.")
return True
print(" OpenViking server did not become reachable.")
return False
return _retry_or_cancel_manual_setup(
select,
" OpenViking server unhealthy" if is_local else " OpenViking server unreachable",
message,
cancelled,
)
def _prompt_profile_name(prompt, select, cancelled) -> str | object:
ov = _ov()
while True:
name = ov._clean_config_value(prompt("OpenViking profile name"))
if ov._is_valid_ovcli_profile_name(name):
return name
retry = _retry_or_cancel_manual_setup(
select,
" Invalid OpenViking profile name",
"Profile names can only contain letters, numbers, '-' and '_'.",
cancelled,
)
if retry is _SETUP_CANCELLED:
return _SETUP_CANCELLED
def _confirm_replace_existing_profile(path: Path, values: dict, select, cancelled):
ov = _ov()
if not path.exists():
return True
try:
existing_data = ov._load_ovcli_config(path)
except Exception:
existing_data = {}
if existing_data == ov._ovcli_data_from_connection_values(values):
return True
choice = select(
" OpenViking profile already exists",
[
("Choose another name", "leave the existing profile unchanged"),
("Replace profile", "overwrite this saved OpenViking profile"),
("Cancel setup", "no changes saved"),
],
default=0,
cancel_returns=cancelled,
)
if choice == 1:
return True
if choice == 0:
return False
return _SETUP_CANCELLED
def _prompt_endpoint(prompt, select, cancelled) -> str | object:
"""Ask for a custom server URL until it normalizes and answers /health."""
ov = _ov()
while True:
try:
endpoint = ov._normalize_openviking_url(prompt("OpenViking server URL", default=ov._DEFAULT_ENDPOINT))
except ov._OpenVikingEndpointError as exc:
if _retry_or_cancel_manual_setup(select, " Invalid OpenViking endpoint", str(exc), cancelled) is _SETUP_CANCELLED:
return _SETUP_CANCELLED
continue
_print_validation_progress("Checking OpenViking server...")
reachable, message = ov._validate_openviking_reachability(endpoint)
if reachable:
print(" OpenViking server is reachable.")
return endpoint
retry = _handle_unreachable_endpoint(
endpoint, message, select, cancelled,
allow_local_autostart=_reachability_failure_allows_local_autostart(message),
)
if retry is True:
return endpoint
if retry is _SETUP_CANCELLED:
return _SETUP_CANCELLED
_KEY_ROLES = {"user": "User API key", "root": "Root API key"}
# When the entered key turns out to have the other role: (note, menu title, switch option).
_REROUTE = {
"root": ("That key is valid, but it is a user API key.", " OpenViking key is a user key",
("Use as User API key", "server derives account/user automatically")),
"user": ("That key is valid, but it has root access.", " OpenViking user API key is root key",
("Configure as Root API key", "provide account and user IDs")),
}
_OTHER_ROLE = {"root": "user", "user": "root"}
def _reroute_key_type(select, cancelled, current: str):
"""Offer to use the key as the other role (prefill), re-enter, or cancel.
-> (api_key_type, prefill) or _SETUP_CANCELLED."""
note, title, switch_option = _REROUTE[current]
print(f" {note}")
route_choice = select(
title,
[switch_option, (f"Re-enter {_KEY_ROLES[current]}", f"try another {current} key"), ("Cancel setup", "no changes saved")],
default=0,
cancel_returns=cancelled,
)
if route_choice == 0:
return _OTHER_ROLE[current], True
if route_choice == 1:
return current, False
return _SETUP_CANCELLED
def _prompt_manual_connection_values(prompt, select, cancelled, *, service: bool = False):
ov = _ov()
if service:
endpoint = ov._OPENVIKING_SERVICE_ENDPOINT
print(f" OpenViking Service endpoint: {endpoint}")
else:
endpoint = _prompt_endpoint(prompt, select, cancelled)
if endpoint is _SETUP_CANCELLED:
return _SETUP_CANCELLED
is_local = ov._is_local_openviking_url(endpoint)
api_key_type = "user" if service else ""
prefilled_api_key = ""
def retry(title: str, message: str):
"""True to loop again, _SETUP_CANCELLED to abort."""
return _retry_or_cancel_manual_setup(select, title, message, cancelled)
while True:
values = {"endpoint": endpoint, "api_key": "", "root_api_key": "", "account": "", "user": "", "agent": ""}
if not api_key_type:
options = [
("User API key", "recommended; server derives account/user automatically" if is_local else "server derives account/user automatically"),
("Root API key", "requires account and user IDs"),
]
if is_local:
options.append(("No API key", "only for explicitly unauthenticated local development"))
credential_choice = select(
" OpenViking credential" if is_local else " OpenViking API key type",
options, default=0, cancel_returns=cancelled,
)
if credential_choice == cancelled:
return _SETUP_CANCELLED
if is_local and credential_choice == 2:
_print_validation_progress("Validating OpenViking local dev access...")
valid, message, _role = ov._validate_openviking_setup_values(values)
if valid:
print(" OpenViking local dev access validated.")
return values
if retry(" OpenViking credential failed", message) is _SETUP_CANCELLED:
return _SETUP_CANCELLED
continue
api_key_type = "root" if credential_choice == 1 else "user"
values["api_key_type"] = api_key_type
api_key_label = "OpenViking API key" if service else f"OpenViking {api_key_type} API key"
if prefilled_api_key:
values["api_key"], prefilled_api_key = prefilled_api_key, ""
else:
values["api_key"] = ov._clean_config_value(prompt(api_key_label, secret=True))
if not values["api_key"]:
if retry(" OpenViking API key required", f"{api_key_label} is required.") is _SETUP_CANCELLED:
return _SETUP_CANCELLED
continue
if api_key_type == "root":
_print_validation_progress("Validating OpenViking root API key...")
valid, message, role = ov._validate_openviking_setup_values(values, require_api_key=True)
if not (valid and role == "root"):
if valid and role == "user":
routed = _reroute_key_type(select, cancelled, "root")
if routed is _SETUP_CANCELLED:
return _SETUP_CANCELLED
api_key_type, prefill = routed
prefilled_api_key = values["api_key"] if prefill else ""
continue
if retry(" OpenViking root API key failed", message) is _SETUP_CANCELLED:
return _SETUP_CANCELLED
continue
print(" OpenViking root API key validated.")
values["root_api_key"] = values["api_key"]
account_ok, account_message, values["account"] = ov._validate_openviking_identity_value(
prompt("OpenViking account"), field="account",
)
user_ok, user_message, values["user"] = ov._validate_openviking_identity_value(
prompt("OpenViking user"), field="user",
)
if not account_ok or not user_ok:
message = account_message if not account_ok else user_message
if retry(" OpenViking tenant identity required", message) is _SETUP_CANCELLED:
return _SETUP_CANCELLED
prefilled_api_key = values["api_key"]
continue
_print_validation_progress("Validating OpenViking API access...")
valid, message, role = ov._validate_openviking_setup_values(values, require_api_key=service or not is_local)
if not valid:
if retry(" OpenViking API access failed", message) is _SETUP_CANCELLED:
return _SETUP_CANCELLED
continue
if api_key_type == "user" and role == "root":
routed = _reroute_key_type(select, cancelled, "user")
if routed is _SETUP_CANCELLED:
return _SETUP_CANCELLED
api_key_type, prefill = routed
prefilled_api_key = values["api_key"] if prefill else ""
continue
if api_key_type == "root" and role != "root":
if retry(" OpenViking root API key failed", "The supplied key was not accepted as a root API key.") is _SETUP_CANCELLED:
return _SETUP_CANCELLED
continue
print(" OpenViking API access validated.")
return values
def _set_openviking_provider(config: dict, provider_config: dict) -> None:
config["memory"]["provider"] = "openviking"
config["memory"]["openviking"] = provider_config
def _link_ovcli_profile(*, config: dict, provider_config: dict, env_path: Path, ovcli_path: Path) -> None:
ov = _ov()
for key in ("endpoint", "api_key", "root_api_key", "account", "user", "agent", "api_key_type"):
provider_config.pop(key, None)
provider_config["use_ovcli_config"] = True
ov._remember_ovcli_path(provider_config, ovcli_path)
_set_openviking_provider(config, provider_config)
ov._write_env_vars(env_path, {}, remove_keys=ov._OPENVIKING_ENV_KEYS)
for key in ov._OPENVIKING_ENV_KEYS:
os.environ.pop(key, None)
def _save_hermes_only_config(*, config: dict, provider_config: dict, env_path: Path, values: dict) -> None:
ov = _ov()
provider_config["use_ovcli_config"] = False
provider_config.pop("ovcli_config_path", None)
# A newly selected connection must not inherit the previous YAML peer; a
# non-empty peer, if supplied, is saved with the connection below.
provider_config.pop("agent", None)
_set_openviking_provider(config, provider_config)
# Publish the file writer's cleaned values to the current process as well.
writes = {key: ov._env_line_safe(value) for key, value in ov._env_writes_from_connection_values(values).items()}
ov._write_env_vars(env_path, writes, remove_keys=ov._OPENVIKING_ENV_KEYS)
os.environ.update(writes)
for key in set(ov._OPENVIKING_ENV_KEYS) - set(writes):
os.environ.pop(key, None)
def _profile_display_name(profile) -> str:
if profile.source == "env":
return _ov()._OVCLI_CONFIG_ENV
if profile.source == "active":
return "ovcli.conf"
return profile.name
def _profile_description(profile) -> str:
ov = _ov()
endpoint = ov._clean_config_value(profile.values.get("endpoint")) or ov._DEFAULT_ENDPOINT
return f"{endpoint} ({profile.path})"
def _validate_profile_for_setup(profile) -> tuple[bool, str, Optional[str]]:
ov = _ov()
require_api_key = not ov._is_local_openviking_url(profile.values.get("endpoint", ""))
return ov._validate_openviking_setup_values(profile.values, require_api_key=require_api_key)
def _print_openviking_ready(message: str, path: Optional[Path] = None) -> None:
print("\n OpenViking memory is ready")
print(f" {message}")
if path is not None:
print(f" Config file: {path}")
print(" Start a new Hermes session to activate.\n")
def _run_existing_profile_setup(*, profiles: list, select, cancelled, config: dict, provider_config: dict, env_path: Path) -> bool | object:
while True:
choice = select(
" OpenViking profile",
[(_profile_display_name(profile), _profile_description(profile)) for profile in profiles],
default=0,
cancel_returns=cancelled,
)
if choice == cancelled or choice < 0 or choice >= len(profiles):
return _SETUP_CANCELLED
profile = profiles[choice]
for attempt in (0, 1):
_print_validation_progress("Validating OpenViking profile...")
ok, message, _role = _validate_profile_for_setup(profile)
if ok:
_link_ovcli_profile(config=config, provider_config=provider_config, env_path=env_path, ovcli_path=profile.path)
_print_openviking_ready(f"Linked profile: {_profile_display_name(profile)}", profile.path)
return True
print(f" {message}")
if attempt == 1:
break # second failure returns to the profile picker
retry = select(
" OpenViking profile validation failed",
[
("Choose another profile", "select a different OpenViking profile"),
("Retry validation", "try this profile again"),
("Cancel setup", "no changes saved"),
],
default=0,
cancel_returns=cancelled,
)
if retry == 0:
break
if retry != 1:
return _SETUP_CANCELLED
def _mirror_manual_config_to_openviking_store(*, prompt, select, cancelled, values: dict) -> Path | object:
ov = _ov()
while True:
name = _prompt_profile_name(prompt, select, cancelled)
if name is _SETUP_CANCELLED:
return _SETUP_CANCELLED
path = ov._ovcli_config_dir() / f"{ov._OVCLI_SAVED_PREFIX}{name}"
replace = _confirm_replace_existing_profile(path, values, select, cancelled)
if replace is _SETUP_CANCELLED:
return _SETUP_CANCELLED
if replace is False:
continue
ov._write_ovcli_config(path, values)
return path
def _run_create_profile_setup(*, prompt, select, cancelled, config: dict, provider_config: dict, env_path: Path) -> bool | object:
source_choice = select(
" OpenViking connection",
[
("OpenViking Service (VolcEngine Cloud)", "use the managed OpenViking endpoint"),
("Custom", "use a local, VPS, or self-hosted OpenViking server"),
],
default=0,
cancel_returns=cancelled,
)
if source_choice == cancelled:
return _SETUP_CANCELLED
values = _prompt_manual_connection_values(prompt, select, cancelled, service=(source_choice == 0))
if values is _SETUP_CANCELLED:
return _SETUP_CANCELLED
if values is None:
return False
save_choice = select(
" Save OpenViking config",
[
("Keep in Hermes only", "write values only to Hermes .env"),
("Mirror to OpenViking store", "write ~/.openviking/ovcli.conf.<name> and link it"),
],
default=1,
cancel_returns=cancelled,
)
if save_choice == cancelled:
return _SETUP_CANCELLED
if save_choice == 1:
ovcli_path = _mirror_manual_config_to_openviking_store(prompt=prompt, select=select, cancelled=cancelled, values=values)
if ovcli_path is _SETUP_CANCELLED:
return _SETUP_CANCELLED
_link_ovcli_profile(config=config, provider_config=provider_config, env_path=env_path, ovcli_path=ovcli_path)
_print_openviking_ready("Created and linked OpenViking profile.", ovcli_path)
return True
_save_hermes_only_config(config=config, provider_config=provider_config, env_path=env_path, values=values)
_print_openviking_ready("Connection saved to Hermes .env.")
return True
def run_setup(hermes_home: str, config: dict) -> None:
"""Entry point for ``OpenVikingMemoryProvider.post_setup``."""
from hermes_cli.config import save_config
from hermes_cli.memory_setup import _CANCELLED, _curses_select, _print_cancelled_setup, _prompt
env_path = Path(hermes_home) / ".env"
if not isinstance(config.get("memory"), dict):
config["memory"] = {}
provider_config = config["memory"].get("openviking", {})
if not isinstance(provider_config, dict):
provider_config = {}
common = dict(select=_curses_select, cancelled=_CANCELLED, config=config, provider_config=provider_config, env_path=env_path)
print("\n OpenViking memory setup\n")
profiles = _ov()._discover_ovcli_profiles()
if profiles:
choice = _curses_select(
" OpenViking config source",
[
("Use existing OpenViking profile", "choose from detected ovcli.conf profiles"),
("Create new OpenViking profile", "enter a new URL/API key"),
],
default=0,
cancel_returns=_CANCELLED,
)
if choice == _CANCELLED:
_print_cancelled_setup()
return
if choice == 0:
result = _run_existing_profile_setup(profiles=profiles, **common)
if result is _SETUP_CANCELLED:
_print_cancelled_setup()
elif result:
save_config(config)
return
else:
print(" No existing OpenViking CLI profiles found. Creating a new config.")
result = _run_create_profile_setup(prompt=_prompt, **common)
if result is _SETUP_CANCELLED:
_print_cancelled_setup()
elif result:
save_config(config)