Files
hermes-agent/tests/hermes_cli/test_profile_clone_channels.py
teknium1 3eac7065ab fix: a channel-less profile clone drops Home Assistant identity while its plugin is absent
Profile cloning learns which env keys and config blocks belong to a messaging channel from core's
platform registry. Moving Home Assistant into a plugin left that ownership only on the loaded
plugin, so while the migration is pending (catalog miss, offline, lazy installs off, declined),
`hermes profile create X --clone` kept HASS_TOKEN/HASS_URL and the gateway.homeassistant block in
the clone while printing "Messaging channels were NOT cloned (homeassistant)". The copied token
then reads as Home Assistant in use, so the clone would migrate onto the source's HA identity.

LEFT_CORE rows now declare the channel ownership core had for their platform: enable_env (the env
that enabled the adapter) and channel_env_prefixes (prefixes shared with the plugin's tools).
profile_channels includes those platforms in platform_ids, the shared-prefix rule, the enable-gate
and the duplicate-credential inventory regardless of plugin installation, so the source-runs-the-
adapter rule is exactly core's: enabled (config or HASS_TOKEN) -> stripped; explicitly disabled,
tool-only -> HASS_* kept as a tool credential.
2026-10-04 00:08:20 -07:00

284 lines
15 KiB
Python

"""``hermes profile create --clone`` leaves messaging channels behind (``hermes_cli.profile_channels``).
Invariant, not snapshot: the clone's credential fingerprint set — computed by the gateway's own
``_adapter_credential_fingerprint`` through the migrate preflight — is DISJOINT from the source's,
while provider/tool keys and general config survive; ``--clone-channels`` restores the copy.
"""
from __future__ import annotations
from pathlib import Path
from types import SimpleNamespace
import pytest
import hermes_yaml as yaml
import hermes_constants
from hermes_cli import gateway_migrate as gm
from hermes_cli.profile_channels import (
channel_platforms_configured, shared_channel_credentials, strip_channel_config, strip_channel_env_file,
)
from hermes_cli.profiles import create_profile
_SOURCE_ENV = (
"OPENAI_API_KEY=sk-model-key\n"
"FIRECRAWL_API_KEY=fc-tool-key\n"
"# telegram\n"
"TELEGRAM_BOT_TOKEN=111111:default-telegram-token\n"
"TELEGRAM_ALLOWED_USERS=12345\n"
"TELEGRAM_GROUP_ALLOWED_CHATS=-100999\n"
"DISCORD_BOT_TOKEN=default-discord-token-abcdef\n"
"DISCORD_ALLOWED_USERS=777\n"
"WHATSAPP_ENABLED=true\n"
"API_SERVER_KEY=default-api-server-key-0123456789\n"
)
_SOURCE_CONFIG = {
"model": {"default": "gpt-5", "provider": "openai"},
"memory": {"provider": "builtin"},
"platforms": {"telegram": {"enabled": True, "token": "111111:default-telegram-token"},
"discord": {"enabled": True}},
"telegram": {"reactions": True, "allowed_chats": "-100999"},
"discord": {"require_mention": False, "dm_role_auth_guild": "42"},
"gateway": {"multiplex_profiles": True, "profile_routes": [{"profile": "x", "platform": "telegram"}],
"platform_connect_timeout": 45},
}
@pytest.fixture
def home(tmp_path, monkeypatch):
root = tmp_path / ".hermes"
root.mkdir()
monkeypatch.setattr(Path, "home", lambda: tmp_path)
monkeypatch.setenv("HERMES_HOME", str(root))
monkeypatch.setattr(hermes_constants, "_default_hermes_root_memo", None)
for name in ("TELEGRAM_BOT_TOKEN", "DISCORD_BOT_TOKEN", "API_SERVER_KEY", "WHATSAPP_ENABLED",
"GATEWAY_MULTIPLEX_PROFILES", "TELEGRAM_ALLOWED_USERS"):
monkeypatch.delenv(name, raising=False)
(root / ".env").write_text(_SOURCE_ENV, encoding="utf-8")
(root / "config.yaml").write_text(yaml.safe_dump(_SOURCE_CONFIG), encoding="utf-8")
(root / "SOUL.md").write_text("Be helpful.", encoding="utf-8")
monkeypatch.setattr(gm, "_installed_services", lambda home: [])
monkeypatch.setattr(gm, "_live_gateway_pid", lambda home: None)
return root
def _fingerprints(profile_home: Path) -> set:
"""``(platform, fingerprint)`` claims exactly as the migrate preflight / multiplexer see them."""
with gm._multiplex_read_mode():
return set(gm._credential_claims(gm._profile_gateway_config(profile_home)))
def test_clone_strips_every_channel_credential_but_keeps_model_and_tool_keys(home):
source_claims = _fingerprints(home)
assert {p for p, _ in source_claims} >= {"telegram", "discord"}
profile_dir = create_profile("bot2", clone_config=True, no_alias=True)
assert _fingerprints(profile_dir).isdisjoint(source_claims)
assert shared_channel_credentials(profile_dir, home) == []
env_text = (profile_dir / ".env").read_text(encoding="utf-8")
assert "OPENAI_API_KEY=sk-model-key" in env_text and "FIRECRAWL_API_KEY=fc-tool-key" in env_text
assert "TELEGRAM" not in env_text and "DISCORD" not in env_text
assert "WHATSAPP_ENABLED" not in env_text and "API_SERVER_KEY" not in env_text
cfg = yaml.safe_load((profile_dir / "config.yaml").read_text(encoding="utf-8"))
assert cfg["model"] == _SOURCE_CONFIG["model"] and cfg["memory"] == _SOURCE_CONFIG["memory"]
assert (profile_dir / "SOUL.md").read_text(encoding="utf-8") == "Be helpful."
for section in ("platforms", "telegram", "discord"):
assert section not in cfg
# The clone must not think it is the host's multiplexer, but unrelated gateway knobs survive.
assert "multiplex_profiles" not in cfg["gateway"] and "profile_routes" not in cfg["gateway"]
assert cfg["gateway"]["platform_connect_timeout"] == 45
# The migrate preflight, which blocked with a duplicate finding per platform, is now clean.
plan = gm.build_migration_plan()
assert not plan.blocked, plan.blockers
def test_clone_channels_opt_in_keeps_the_source_channels(home):
profile_dir = create_profile("twin", clone_config=True, no_alias=True, clone_channels=True)
assert _fingerprints(profile_dir) == _fingerprints(home)
assert set(shared_channel_credentials(profile_dir, home)) >= {"telegram", "discord"}
assert set(channel_platforms_configured(profile_dir)) >= {"telegram", "discord", "whatsapp", "api_server"}
assert gm.build_migration_plan().blocked
def test_clone_all_drops_pairing_and_platform_state(home):
(home / "platforms" / "pairing").mkdir(parents=True)
(home / "platforms" / "pairing" / "telegram_approved.json").write_text("{}", encoding="utf-8")
(home / "discord_threads.json").write_text("{}", encoding="utf-8")
(home / "memories").mkdir()
(home / "memories" / "MEMORY.md").write_text("remember", encoding="utf-8")
profile_dir = create_profile("full", clone_all=True, no_alias=True)
assert not (profile_dir / "platforms").exists() and not (profile_dir / "discord_threads.json").exists()
assert (profile_dir / "memories" / "MEMORY.md").read_text(encoding="utf-8") == "remember"
assert _fingerprints(profile_dir) == set()
def test_strip_channel_config_can_deliberately_remove_most_top_level_keys(tmp_path):
"""Channel stripping is an intentional full-state prune, not an incomplete-payload accident."""
config_path = tmp_path / "config.yaml"
original = {
"model": {"default": "gpt-5"},
"platforms": {"telegram": {"enabled": True}},
"telegram": {"reactions": True},
"discord": {"require_mention": False},
"gateway": {"multiplex_profiles": True, "profile_routes": [{"profile": "x"}]},
}
config_path.write_text(yaml.safe_dump(original), encoding="utf-8")
removed = strip_channel_config(
config_path, SimpleNamespace(platforms=("telegram", "discord")))
assert set(removed) >= {
"platforms", "telegram", "discord", "gateway.multiplex_profiles", "gateway.profile_routes"}
assert yaml.safe_load(config_path.read_text(encoding="utf-8")) == {
"model": {"default": "gpt-5"}}
def test_strip_env_file_keeps_comments_and_unknown_keys_verbatim(tmp_path):
env = tmp_path / ".env"
env.write_text("# header\nexport OPENAI_API_KEY=abc\n\nTELEGRAM_BOT_TOKEN=1:x\nMY_CUSTOM_THING=1\n", encoding="utf-8")
removed = strip_channel_env_file(env)
assert removed == {"telegram": ["TELEGRAM_BOT_TOKEN"]}
assert env.read_text(encoding="utf-8") == "# header\nexport OPENAI_API_KEY=abc\n\nMY_CUSTOM_THING=1\n"
# --- post-merge review of #109502 (gaoanze888): clone safety + ownership-based inventory ---------
def test_clone_all_never_writes_through_a_symlinked_source_env(home, tmp_path):
"""A source whose ``.env`` is a symlink (shared secrets file) must keep its bot token: the clone
materializes the link before stripping instead of editing the target through it."""
shared = tmp_path / "shared-secrets.env"
shared.write_text(_SOURCE_ENV, encoding="utf-8")
(home / ".env").unlink()
(home / ".env").symlink_to(shared)
profile_dir = create_profile("full", clone_all=True, no_alias=True)
assert shared.read_text(encoding="utf-8") == _SOURCE_ENV
assert not (profile_dir / ".env").is_symlink()
assert "TELEGRAM_BOT_TOKEN" not in (profile_dir / ".env").read_text(encoding="utf-8")
def test_clone_is_published_atomically_after_stripping(home, monkeypatch):
"""The multiplexer enumerates ``profiles/`` while a clone is built; the final directory must not
exist (and no listable profile may appear) until the channel strip has run."""
from hermes_cli import profile_channels, profiles
seen = {}
real_strip = profile_channels.strip_channel_settings
def _observing_strip(profile_dir, **kw):
seen["final_exists"] = (home / "profiles" / "bot2").exists()
seen["served"] = [n for n, _ in profiles.profiles_to_serve(multiplex=True)]
seen["work_dir_hidden"] = profile_dir.name.startswith(".")
return real_strip(profile_dir, **kw)
monkeypatch.setattr(profile_channels, "strip_channel_settings", _observing_strip)
profile_dir = create_profile("bot2", clone_config=True, no_alias=True)
assert seen == {"final_exists": False, "served": ["default"], "work_dir_hidden": True}
assert profile_dir.is_dir() and [n for n, _ in profiles.profiles_to_serve(multiplex=True)] == ["default", "bot2"]
assert not [p for p in (home / "profiles").iterdir() if p.name.startswith(".")]
def test_clone_channels_refusal_lives_in_create_profile(home, monkeypatch):
"""REST/TUI call ``create_profile`` directly: the live-multiplexer refusal must fire there, not
only in the CLI, and ``--clone-channels`` without a clone source is an error, not a no-op."""
from hermes_cli import gateway_multiplex_served as served_mod
monkeypatch.setattr(served_mod, "recorded_served_profiles", lambda root=None: ["default", "other"])
with pytest.raises(ValueError, match="already serves"):
create_profile("twin", clone_config=True, no_alias=True, clone_channels=True)
assert not (home / "profiles" / "twin").exists()
with pytest.raises(ValueError, match="only applies to a clone"):
create_profile("plain", no_alias=True, clone_channels=True)
# Without --clone-channels the same clone succeeds (the refusal is about the copy, not the clone).
assert create_profile("twin", clone_config=True, no_alias=True).is_dir()
_SHARED_ENV = (
"OPENAI_API_KEY=sk\n"
"GATEWAY_ALLOW_ALL_USERS=true\nGATEWAY_ALLOWED_USERS=1,2\n"
"GATEWAY_RELAY_ID=gw-1\nGATEWAY_RELAY_SECRET=s\nGATEWAY_RELAY_DELIVERY_KEY=k\n"
"WECOM_DM_POLICY=open\nSMS_WEBHOOK_PORT=8700\n"
"TWILIO_ACCOUNT_SID=AC1\nTWILIO_AUTH_TOKEN=tw\nTWILIO_PHONE_NUMBER=+1\n"
"EMAIL_ADDRESS=a@b\nEMAIL_PASSWORD=p\nEMAIL_SMTP_HOST=smtp\nEMAIL_IMAP_HOST=imap\nEMAIL_ALLOWED_USERS=x@y\n"
)
def test_ownership_inventory_strips_policy_relay_and_aliases_but_keeps_tool_credentials(home):
"""Gateway-wide policy, relay identity and alias-prefixed keys are channel settings. TWILIO/EMAIL
credentials are shared with tools: they leave with the channel only when the source's gateway would
run that adapter (email here — complete creds, not disabled); an explicitly disabled channel means
the key is a tool credential and stays. Its policy keys (allowlists, ports) go regardless."""
(home / ".env").write_text(_SHARED_ENV, encoding="utf-8")
(home / "config.yaml").write_text(
yaml.safe_dump({"model": {"default": "gpt-5", "provider": "openai"},
"platforms": {"sms": {"enabled": False}}}),
encoding="utf-8")
profile_dir = create_profile("bot3", clone_config=True, no_alias=True)
keys = {line.split("=", 1)[0] for line in (profile_dir / ".env").read_text(encoding="utf-8").splitlines()
if "=" in line and not line.startswith("#")}
assert keys == {"OPENAI_API_KEY", "TWILIO_ACCOUNT_SID", "TWILIO_AUTH_TOKEN", "TWILIO_PHONE_NUMBER"}
@pytest.mark.parametrize(("config", "stripped"), [
({"gateway": {"homeassistant": {"enabled": True, "token": "ha-short-token"}}}, True),
({}, True), # HASS_TOKEN in .env alone enabled core's adapter
({"platforms": {"homeassistant": {"enabled": False}}}, False), # tool-only: HASS_* is a tool key
])
def test_left_core_platform_keeps_channel_ownership_while_its_plugin_is_absent(home, config, stripped):
"""Home Assistant left core; with its plugin not installed yet (migration pending, declined,
failed) a channel-less clone still leaves the source's HA identity behind, like core did."""
(home / ".env").write_text("OPENAI_API_KEY=sk\nHASS_TOKEN=ha-token\nHASS_URL=http://ha.local\n", encoding="utf-8")
(home / "config.yaml").write_text(
yaml.safe_dump({"model": {"default": "gpt-5", "provider": "openai"}, **config}), encoding="utf-8")
assert not (home / "plugins" / "homeassistant").exists()
profile_dir = create_profile(f"ha{len(config)}{int(stripped)}", clone_config=True, no_alias=True)
keys = {line.split("=", 1)[0] for line in (profile_dir / ".env").read_text(encoding="utf-8").splitlines()
if "=" in line and not line.startswith("#")}
assert keys == ({"OPENAI_API_KEY"} if stripped else {"OPENAI_API_KEY", "HASS_TOKEN", "HASS_URL"})
assert "ha-short-token" not in (profile_dir / "config.yaml").read_text(encoding="utf-8")
_SHARED_PLUGIN_MANIFEST = "name: sharedplat\nkind: platform\nversion: 1.0.0\nrequires_env:\n - name: SHP_TOKEN\n password: true\n"
_SHARED_PLUGIN_INIT = (
"from gateway.platform_registry import PlatformEntry\n"
"def register(ctx):\n"
" ctx.register_platform(name='sharedplat', label='Shared', adapter_factory=lambda cfg: None,\n"
" check_fn=lambda: True, required_env=['SHP_TOKEN'], shared_env_prefixes=('SHP_',))\n"
)
@pytest.mark.parametrize(("enabled", "stripped"), [(False, False), (True, True)])
def test_plugin_platform_shared_env_prefixes_follow_the_ownership_rule(home, enabled, stripped):
"""A plugin platform's ``shared_env_prefixes`` (Home Assistant's ``HASS_``) get the shared-with-tools
rule: the keys leave with the channel only when the source runs that adapter."""
plugin = home / "plugins" / "sharedplat"
plugin.mkdir(parents=True)
(plugin / "plugin.yaml").write_text(_SHARED_PLUGIN_MANIFEST, encoding="utf-8")
(plugin / "__init__.py").write_text(_SHARED_PLUGIN_INIT, encoding="utf-8")
(home / ".env").write_text("OPENAI_API_KEY=sk\nSHP_TOKEN=tool-token\nSHP_URL=http://x\n", encoding="utf-8")
(home / "config.yaml").write_text(
yaml.safe_dump({"model": {"default": "gpt-5", "provider": "openai"}, "plugins": {"enabled": ["sharedplat"]},
"platforms": {"sharedplat": {"enabled": enabled}}}),
encoding="utf-8")
profile_dir = create_profile(f"shp{int(enabled)}", clone_config=True, no_alias=True)
keys = {line.split("=", 1)[0] for line in (profile_dir / ".env").read_text(encoding="utf-8").splitlines()
if "=" in line and not line.startswith("#")}
assert keys == ({"OPENAI_API_KEY"} if stripped else {"OPENAI_API_KEY", "SHP_TOKEN", "SHP_URL"})
def test_clone_all_drops_directory_shaped_channel_state(home):
(home / "google_chat_user_tokens").mkdir()
(home / "google_chat_user_tokens" / "u@x.json").write_text("{}", encoding="utf-8")
profile_dir = create_profile("full", clone_all=True, no_alias=True)
assert not (profile_dir / "google_chat_user_tokens").exists()