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fix(security): cherry-pick upstream security hardening - #2

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fix/upstream-security-v5
Apr 5, 2026
Merged

fix(security): cherry-pick upstream security hardening#2
jecruz merged 227 commits into
mainfrom
fix/upstream-security-v5

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@jecruz

@jecruz jecruz commented Apr 1, 2026

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What does this PR do?

Cherry-picks upstream security hardening from NousResearch/hermes-agent. Adds credential pooling with multi-provider failover, comprehensive secret redaction for logs, memory provider plugins (7 backends), subscription feature management, and multi-platform gateway support (Discord, Matrix, Slack, Telegram, WhatsApp, custom API).

Major features:

  • Credential pooling: Multiple credentials per provider with round-robin/least-used/random strategies
  • Secret redaction: Snapshots env at import time; redacts API keys, tokens, passwords, private keys, DB connection strings, and phone numbers
  • Memory plugins: Honcho, Mem0, Holographic, Byterover, RetainDB, OpenViking, Hindsight (pluggable, one active at a time)
  • Gateway delivery: Event-driven message handling across 5+ platforms with schema injection
  • Nous subscription: Feature state tracking for web search, image generation, TTS, browser, Modal

Related Issue

Upstream security sync for v0.7.0 release

Type of Change

  • 🔒 Security fix
  • ✨ New feature (non-breaking change that adds functionality)
  • ♻️ Refactor (no behavior change)

Changes Made

Core Security Hardening

  • agent/redact.py: Regex-based secret redaction for logs; snapshots HERMES_REDACT_SECRETS at import time to prevent runtime bypass; patterns for 30+ API key types + base64-encoded tokens + DB connection strings
  • agent/credential_pool.py: Multi-credential failover with pluggable strategies (fill_first, round_robin, random, least_used); per-provider priority chaining; 429/402 cooldowns
  • hermes_cli/auth.py: Provider registry (Nous Portal, OpenRouter, GitHub Copilot, custom endpoints); OAuth device-code flow; JWT token refresh with skew; cross-process file locking on auth.json

Memory & Persistence

  • agent/memory_manager.py: Lifecycle orchestration for memory providers; prefetch before each turn; sync after each turn
  • agent/memory_provider.py: ABC for pluggable backends (honorable mention: already defined, plugins comply)
  • plugins/memory/: 7 memory backends (honcho, mem0, holographic, byterover, retaindb, openviking, hindsight) with standardized tool schemas

Gateway & Delivery

  • gateway/run.py: Event-driven message handling; platform abstraction; schema injection
  • gateway/platforms/: Discord, Matrix, Slack, Telegram, WhatsApp, generic API server

Nous Features & Setup

  • hermes_cli/nous_subscription.py: Subscription state tracking; feature availability flags
  • hermes_cli/memory_setup.py: Interactive memory provider selection (NEW)
  • hermes_cli/setup.py: Enhanced onboarding with memory/tool configuration

Test Coverage

  • tests/test_nous_subscription.py: NousFeatureState immutability, feature aggregation, model config parsing (NEW)

Infrastructure

  • Dockerfile: Updated Python base; env handling
  • .github/workflows/: Enhanced test/deploy/doc CI
  • requirements.txt: New dependencies (e.g., for memory backends)

How to Test

  1. Secret redaction: Log a message with an API key (sk-abc123...), Greptile token, phone number → verify redaction in logs

    python -c "from agent.redact import redact_sensitive_text; print(redact_sensitive_text('key=e93WIf0Vc78igjtgSINvawwBwkdPu5ctglEvo8uvA/dOaiP+'))"
  2. Credential pool: Add multiple credentials per provider; verify round-robin/least-used selection

    hermes config credentials add-pool --provider openrouter --label primary
    hermes config credentials add-pool --provider openrouter --label fallback
  3. Memory setup: Complete onboarding with memory provider selection

    python -m hermes_cli.main setup
  4. Tests: Run full test suite

    pytest tests/ -q
    pytest tests/test_nous_subscription.py -v

Checklist

Code

  • My commit messages follow Conventional Commits
  • My PR contains only changes related to this feature (no unrelated commits)
  • I've added tests for my changes
  • Tested on macOS 15.2

Documentation & Housekeeping

  • I've updated relevant documentation (RELEASE_v0.7.0.md, skill docs)
  • I've updated cli-config.yaml.example for new config keys
  • I've considered cross-platform impact (Windows, macOS, Linux)
  • I've updated tool descriptions/schemas

Screenshots / Logs

No UI changes (backend hardening only).

rewbs and others added 30 commits March 26, 2026 16:17
- add managed modal and gateway-backed tool integrations\n- improve CLI setup, auth, and configuration for subscriber flows\n- expand tests and docs for managed tool support
…l we're ready. Even if users enable it, it'll be blocked server-side for now, until we unlock for non-admin users on tool-gateway.
…gnore

- Combine apt-get update and install into single RUN with cache clearing
- Remove APT lists after installation
- Add --no-cache-dir to pip install
- Add --prefer-offline --no-audit to npm install
- Create .dockerignore to exclude unnecessary files from build context
- Update docker-publish.yml workflow to tag images with release names
- Ensure buildx caching is used (type=gha)
…edact flag

- Add gho_, ghu_, ghs_, ghr_ prefix patterns (OAuth, user-to-server,
  server-to-server, and refresh tokens) — all four types used by
  GitHub Apps and Copilot auth flows were absent from _PREFIX_PATTERNS
- Snapshot HERMES_REDACT_SECRETS at module import time instead of
  re-reading os.getenv() on every call, preventing runtime env mutations
  (e.g. LLM-generated export commands) from disabling redaction
The _REDACT_ENABLED constant is snapshotted at import time, so
monkeypatch.delenv() alone doesn't re-enable redaction during tests
when HERMES_REDACT_SECRETS=false is set in the host environment.
…hromium) (NousResearch#4292)

The SSRF protection added in NousResearch#3041 blocks all private/internal addresses
unconditionally in browser_navigate(). This prevents legitimate local use
cases (localhost apps, LAN devices) when using Camofox or the built-in
headless Chromium without a cloud provider.

The check is only meaningful for cloud backends (Browserbase, BrowserUse)
where the agent could reach internal resources on a remote machine. Local
backends give the user full terminal and network access already — the
SSRF check adds zero security value.

Add _is_local_backend() helper that returns True when Camofox is active
or no cloud provider is configured. Both the pre-navigation and
post-redirect SSRF checks now skip when running locally. The
browser.allow_private_urls config option remains available as an
explicit opt-out for cloud mode.
…docs

* docs: clarify WhatsApp allowlist behavior and document WHATSAPP_ALLOW_ALL_USERS

- Add WHATSAPP_ALLOW_ALL_USERS and WHATSAPP_DEBUG to env vars reference
- Warn that * is not a wildcard and silently blocks all messages
- Show WHATSAPP_ALLOWED_USERS as optional, not required
- Update troubleshooting with the * trap and debug mode tip
- Fix Security section to mention the allow-all alternative

Prompted by a user report in Discord where WHATSAPP_ALLOWED_USERS=*
caused all incoming messages to be silently dropped at the bridge level.

* feat: support * wildcard in platform allowlists

Follow the precedent set by SIGNAL_GROUP_ALLOWED_USERS which already
supports * as an allow-all wildcard.

Bridge (allowlist.js): matchesAllowedUser() now checks for * in the
allowedUsers set before iterating sender aliases.

Gateway (run.py): _is_authorized() checks for * in allowed_ids after
parsing the allowlist. This is generic — works for all platforms, not
just WhatsApp.

Updated docs to document * as a supported value instead of warning
against it. Added WHATSAPP_ALLOW_ALL_USERS and WHATSAPP_DEBUG to
the env vars reference.

Tests: JS allowlist test + 2 Python gateway tests (WhatsApp + Telegram
to verify cross-platform behavior).
The delivery target parser uses split(':', 1) which only splits on the
first colon. For the documented format platform:chat_id:thread_id
(e.g. 'telegram:-1001234567890:17585'), thread_id gets munged into
chat_id and is never extracted.

Fix: split(':', 2) to correctly extract all three parts. Also fix
to_string() to include thread_id for proper round-tripping.

The downstream plumbing in _deliver_to_platform() already handles
thread_id correctly (line 292-293) — it just never received a value.
`hermes config set KEY ""` and `hermes config set KEY 0` were rejected
because the guard used `not value` which is truthy for empty strings,
zero, and False. Changed to `value is None` so only truly missing
arguments are rejected.

Closes NousResearch#4277

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Some models (e.g. Kimi K2.5 on Alibaba OpenAI-compatible endpoint)
emit reasoning text followed by a closing </think> without a matching
opening <think> tag.  The existing paired-tag regexes in
_strip_think_blocks() cannot match these orphaned tags, so </think>
leaks into user-facing responses on all platforms.

Add a catch-all regex that strips any remaining opening or closing
think/thinking/reasoning/REASONING_SCRATCHPAD tags after the existing
paired-block removal pass.

Closes NousResearch#4285
… warning (NousResearch#4294)

* docs: update llama.cpp section with --jinja flag and tool calling guide

The llama.cpp docs were missing the --jinja flag which is required for
tool calling to work. Without it, models output tool calls as raw JSON
text instead of structured API responses, making Hermes unable to
execute them.

Changes:
- Add --jinja and -fa flags to the server startup example
- Replace deprecated env vars (OPENAI_BASE_URL, LLM_MODEL) with
  hermes model interactive setup
- Add caution block explaining the --jinja requirement and symptoms
- List models with native tool calling support
- Add /props endpoint verification tip

* docs+feat: comprehensive local LLM provider guides and context length warning

Docs (providers.md):
- Rewrote Ollama section with context length warning (defaults to 4k on
  <24GB VRAM), three methods to increase it, and verification steps
- Rewrote vLLM section with --max-model-len, tool calling flags
  (--enable-auto-tool-choice, --tool-call-parser), and context guidance
- Rewrote SGLang section with --context-length, --tool-call-parser,
  and warning about 128-token default max output
- Added LM Studio section (port 1234, context length defaults to 2048,
  tool calling since 0.3.6)
- Added llama.cpp context length flag (-c) and GPU offload (-ngl)
- Added Troubleshooting Local Models section covering:
  - Tool calls appearing as text (with per-server fix table)
  - Silent context truncation and diagnosis commands
  - Low detected context at startup
  - Truncated responses
- Replaced all deprecated env vars (OPENAI_BASE_URL, LLM_MODEL) with
  hermes model interactive setup and config.yaml examples
- Added deprecation warning for legacy env vars in General Setup

Code (cli.py):
- Added context length warning in show_banner() when detected context
  is <= 8192 tokens, with server-specific fix hints:
  - Ollama (port 11434): suggests OLLAMA_CONTEXT_LENGTH env var
  - LM Studio (port 1234): suggests model settings adjustment
  - Other servers: suggests config.yaml override

Tests:
- 9 new tests covering warning thresholds, server-specific hints,
  and no-warning cases
…g.yaml (NousResearch#4298)

The _has_any_provider_configured() guard only checked env vars, .env file,
and auth.json — missing config.yaml model.provider/base_url/api_key entirely.
Users who configured a provider through setup (saving to config.yaml) but had
empty API key placeholders in .env from the install template were permanently
blocked by the 'not configured' message.

Changes:
- _has_any_provider_configured() now checks config.yaml model section for
  explicit provider, base_url, or api_key — covers custom endpoints and
  providers that store credentials in config rather than env vars
- .env.example: comment out all empty API key placeholders so they don't
  pollute the environment when copied to .env by the installer
- .env.example: mark LLM_MODEL as deprecated (config.yaml is source of truth)
- 4 new tests for the config.yaml detection path

Reported by OkadoOP on Discord.
…iled refresh (NousResearch#4300)

When an OAuth token refresh fails on a 401 error, the pool recovery
would return 'not recovered' without trying the next credential in the
pool. This meant users who added a second valid credential via
'hermes auth add' would never see it used when the primary credential
was dead.

Now: try refresh first (handles expired tokens quickly), and if that
fails, rotate to the next available credential — same as 429/402
already did.

Adds three tests covering 401 refresh success, refresh-fail-then-rotate,
and refresh-fail-with-no-remaining-credentials.
Exposes the existing max_turns parameter (cli.py main()) as a CLI flag
so programmatic callers (Paperclip adapter, scripts) can control the
agent's tool-calling iteration limit without editing config.yaml.

Priority chain unchanged: CLI flag > config agent.max_turns > env
HERMES_MAX_ITERATIONS > default 90.
WSL detection was treated as a hard fail, blocking voice mode even when
audio worked via PulseAudio bridge. Now PULSE_SERVER env var presence
makes WSL a soft notice instead of a blocking warning. Device query
failures in WSL with PULSE_SERVER are also treated as non-blocking.
Fixes a zip-slip path traversal vulnerability in hermes profile import.
shutil.unpack_archive() on untrusted tar members allows entries like
../../escape.txt to write files outside ~/.hermes/profiles/.

- Add _normalize_profile_archive_parts() to reject absolute paths
  (POSIX and Windows), traversal (..), empty paths, backslash tricks
- Add _safe_extract_profile_archive() for manual per-member extraction
  that only allows regular files and directories (rejects symlinks)
- Replace shutil.unpack_archive() with the safe extraction path
- Add regression tests for traversal and absolute-path attacks

Co-authored-by: Gutslabs <gutslabsxyz@gmail.com>
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github-actions Bot commented Apr 4, 2026

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⚠️ Supply Chain Risk Detected

This PR contains patterns commonly associated with supply chain attacks. This does not mean the PR is malicious — but these patterns require careful human review before merging.

⚠️ WARNING: base64 encoding/decoding detected

Base64 has legitimate uses (images, JWT, etc.) but is also commonly used to obfuscate malicious payloads. Verify the usage is appropriate.

Matches (first 20):

28572:+    encoded = base64.b64encode(content.encode("utf-8")).decode("ascii")
28698:+                encoded_result = base64.b64encode(

⚠️ WARNING: exec() or eval() usage

Dynamic code execution can hide malicious behavior, especially when combined with base64 or network fetches.

Matches (first 20):

7055:+Persistent memory via the `brv` CLI — hierarchical knowledge tree with tiered retrieval (fuzzy text → LLM-driven search).
7103:+a hierarchical context tree with tiered retrieval (fuzzy text → LLM-driven
19629:+shell injection, SQL injection, path traversal, eval()/exec() with user input,
32281:+Persistent memory via the `brv` CLI — hierarchical knowledge tree with tiered retrieval (fuzzy text → LLM-driven search). Local-first with optional cloud sync.

⚠️ WARNING: Outbound network calls (POST/PUT)

Outbound POST/PUT requests in new code could be data exfiltration. Verify the destination URLs are legitimate.

Matches (first 10):

12234:+        resp = self._httpx.post(
30750:+    response = requests.post(base_url, json=payload, headers=headers, timeout=60)

⚠️ WARNING: Install hook files modified

These files can execute code during package installation or interpreter startup.

Files:

hermes_cli/memory_setup.py
hermes_cli/setup.py
skills/productivity/google-workspace/scripts/setup.py
tests/skills/test_google_oauth_setup.py

⚠️ WARNING: marshal/pickle/compile usage

These can deserialize or construct executable code objects.

Matches:

19630:+pickle.loads(), obfuscated commands.

Automated scan triggered by supply-chain-audit. If this is a false positive, a maintainer can approve after manual review.

@github-actions

github-actions Bot commented Apr 4, 2026

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⚠️ Supply Chain Risk Detected

This PR contains patterns commonly associated with supply chain attacks. This does not mean the PR is malicious — but these patterns require careful human review before merging.

⚠️ WARNING: base64 encoding/decoding detected

Base64 has legitimate uses (images, JWT, etc.) but is also commonly used to obfuscate malicious payloads. Verify the usage is appropriate.

Matches (first 20):

28957:+    encoded = base64.b64encode(content.encode("utf-8")).decode("ascii")
29083:+                encoded_result = base64.b64encode(

⚠️ WARNING: exec() or eval() usage

Dynamic code execution can hide malicious behavior, especially when combined with base64 or network fetches.

Matches (first 20):

7143:+Persistent memory via the `brv` CLI — hierarchical knowledge tree with tiered retrieval (fuzzy text → LLM-driven search).
7191:+a hierarchical context tree with tiered retrieval (fuzzy text → LLM-driven
19717:+shell injection, SQL injection, path traversal, eval()/exec() with user input,
32666:+Persistent memory via the `brv` CLI — hierarchical knowledge tree with tiered retrieval (fuzzy text → LLM-driven search). Local-first with optional cloud sync.

⚠️ WARNING: Outbound network calls (POST/PUT)

Outbound POST/PUT requests in new code could be data exfiltration. Verify the destination URLs are legitimate.

Matches (first 10):

12322:+        resp = self._httpx.post(
31135:+    response = requests.post(base_url, json=payload, headers=headers, timeout=60)

⚠️ WARNING: Install hook files modified

These files can execute code during package installation or interpreter startup.

Files:

hermes_cli/memory_setup.py
hermes_cli/setup.py
skills/productivity/google-workspace/scripts/setup.py
tests/skills/test_google_oauth_setup.py

⚠️ WARNING: marshal/pickle/compile usage

These can deserialize or construct executable code objects.

Matches:

19718:+pickle.loads(), obfuscated commands.

Automated scan triggered by supply-chain-audit. If this is a false positive, a maintainer can approve after manual review.

@jecruz
jecruz merged commit d78ca06 into main Apr 5, 2026
6 of 7 checks passed
@jecruz
jecruz deleted the fix/upstream-security-v5 branch April 5, 2026 00:48
jecruz pushed a commit that referenced this pull request Apr 22, 2026
…#13354)

Classic-CLI /steer typed during an active agent run was queued through
self._pending_input alongside ordinary user input.  process_loop, which
drains that queue, is blocked inside self.chat() for the entire run,
so the queued command was not pulled until AFTER _agent_running had
flipped back to False — at which point process_command() took the idle
fallback ("No agent running; queued as next turn") and delivered the
steer as an ordinary next-turn user message.

From Utku's bug report on PR NousResearch#13205: mid-run /steer arrived minutes
later at the end of the turn as a /queue-style message, completely
defeating its purpose.

Fix: add _should_handle_steer_command_inline() gating — when
_agent_running is True and the user typed /steer, dispatch
process_command(text) directly from the prompt_toolkit Enter handler
on the UI thread instead of queueing.  This mirrors the existing
_should_handle_model_command_inline() pattern for /model and is
safe because agent.steer() is thread-safe (uses _pending_steer_lock,
no prompt_toolkit state mutation, instant return).

No changes to the idle-path behavior: /steer typed with no active
agent still takes the normal queue-and-drain route so the fallback
"No agent running; queued as next turn" message is preserved.

Validation:
- 7 new unit tests in tests/cli/test_cli_steer_busy_path.py covering
  the detector, dispatch path, and idle-path control behavior.
- All 21 existing tests in tests/run_agent/test_steer.py still pass.
- Live PTY end-to-end test with real agent + real openrouter model:
    22:36:22 API call #1 (model requested execute_code)
    22:36:26 ENTER FIRED: agent_running=True, text='/steer ...'
    22:36:26 INLINE STEER DISPATCH fired
    22:36:43 agent.log: 'Delivered /steer to agent after tool batch'
    22:36:44 API call #2 included the steer; response contained marker
  Same test on the tip of main without this fix shows the steer
  landing as a new user turn ~20s after the run ended.
jecruz pushed a commit that referenced this pull request Apr 22, 2026
The MCP circuit breaker previously had no path back to the closed
state: once _server_error_counts[srv] reached _CIRCUIT_BREAKER_THRESHOLD
the gate short-circuited every subsequent call, so the only reset
path (on successful call) was unreachable. A single transient
3-failure blip (bad network, server restart, expired token) permanently
disabled every tool on that MCP server for the rest of the agent
session.

Introduce a classic closed/open/half-open state machine:

- Track a per-server breaker-open timestamp in _server_breaker_opened_at
  alongside the existing failure count.
- Add _CIRCUIT_BREAKER_COOLDOWN_SEC (60s). Once the count reaches
  threshold, calls short-circuit for the cooldown window.
- After the cooldown elapses, the *next* call falls through as a
  half-open probe that actually hits the session. Success resets the
  breaker via _reset_server_error; failure re-bumps the count via
  _bump_server_error, which re-stamps the open timestamp and re-arms
  the cooldown.

The error message now includes the live failure count and an
"Auto-retry available in ~Ns" hint so the model knows the breaker
will self-heal rather than giving up on the tool for the whole
session.

Covers tests 1 (half-opens after cooldown) and 2 (reopens on probe
failure); test 3 (cleared on reconnect) still fails pending fix #2.
jecruz pushed a commit that referenced this pull request Jul 29, 2026
… contract

Three test classes lock in the NousResearch#30963 fix:

1. TestPartialStreamStubFinishReason — drives _interruptible_streaming_api_call
   through the two recovery branches and asserts:
     - text-only partial → finish_reason="length" (the new behaviour),
     - mid-tool-call partial → finish_reason="stop" (unchanged on purpose).

2. TestLengthContinuationPromptBranching — pure-Python check on the branch
   that picks the continuation prompt by response.id. Locks the network
   error wording for partial-stream-stub vs. the output-length wording
   for everything else.

3. TestConversationLoopPartialStreamContinuation — feeds a stub +
   continuation pair into run_conversation, verifies the loop makes a
   second API call (instead of exiting with text_response(stop)),
   confirms the network-error continuation prompt actually reaches the
   model on call #2, and that final_response stitches both halves.

Refs: NousResearch#30963
jecruz pushed a commit that referenced this pull request Jul 29, 2026
… OAuth gates

Two parallel public-path allowlists drifted: _PUBLIC_API_PATHS in
hermes_cli/web_server.py (legacy _SESSION_TOKEN middleware) and
_GATE_PUBLIC_PREFIXES in hermes_cli/dashboard_auth/middleware.py
(OAuth gate). The legacy list included /api/status (documented as a
non-sensitive read-only liveness target); the OAuth gate's list did not.

Effect: every wildcard-subdomain agent surfaced as STARTING/down to the
portal even though the dashboard was serving correctly. Nous account
service (src/server/agents/fly-provider.ts
getInstanceRuntimeStatus) fetches ``/api/status`` without a cookie
as its sole liveness probe; the OAuth gate's 401 looked identical to
'agent dead' on the portal side.

Fix: lift the allowlist into hermes_cli/dashboard_auth/public_paths.py
and have both middlewares import it. _path_is_public now consults
the shared frozenset first, then falls back to the gate's
auth-bootstrap/static prefix list. Future additions to the public list
hit both gates automatically.

Endpoint inventory (verified safe to remain public):

* /api/status            — version, gateway state, active session count,
                           auth-gate shape. Portal liveness probe target.
* /api/config/defaults   — config-defaults feed for the SPA's Config page
* /api/config/schema     — config schema for the SPA's Config page
* /api/model/info        — model catalogue metadata (context windows)
* /api/dashboard/themes  — theme manifests for the skin engine
* /api/dashboard/plugins — plugin manifests for the dashboard

No user data, no session content, no secrets. Same shape an external
monitoring agent would hit on /healthz.

Tests:

* New: test_gated_status_is_public (regression guard with the NAS
  fly-provider.ts liveness-probe rationale spelled out in the docstring)
* New: test_other_public_api_paths_are_public_under_gate (parametrised
  over the rest of PUBLIC_API_PATHS — proves 401 / 302-to-login is
  never the response)
* New: docker integration check #3 in
  test_dashboard_oauth_gate_engaged_by_default — /api/status
  remains 200 under the gate AND reports auth_required=True so the
  portal can distinguish modes
* Updated: test_full_login_round_trip_unlocks_gated_api now probes
  /api/sessions instead of /api/status (status is public, so it
  can no longer distinguish 'logged in' from 'gate accidentally
  disabled')
* Updated: TestApi401Envelope (the no-cookie / invalid-cookie /
  dead-cookie tests) probes /api/sessions for the same reason
* Updated: docker integration check #2 in
  test_dashboard_oauth_gate_engaged_by_default probes
  /api/sessions to prove the gate is intercepting
* Removed: dead _login() helper in
  test_dashboard_auth_status_endpoint.py (no longer needed since
  /api/status is reachable cold)

Companion to docs/handover/hermes-agent-dashboard-s6-insecure-fix.md
(the --insecure flag fix that shipped earlier).
jecruz pushed a commit that referenced this pull request Jul 29, 2026
…NousResearch#34192) (NousResearch#34382)

NousResearch#34192 reports Hostinger's 'Hermes WebUI' catalog crashes on startup
with:

  /usr/bin/tini: No such file or directory

The image moved from tini to s6-overlay as PID 1 (/init) earlier in
2026. Orchestration templates that still pin /usr/bin/tini as the
entrypoint \u2014 like the Hostinger Hermes WebUI catalog \u2014 have no
binary to exec and the container crashes immediately.

Hermes has no control over the Hostinger catalog template, but we can
make the image backward-compatible by symlinking /usr/bin/tini -> /init
during the s6-overlay install step. External wrappers that exec
/usr/bin/tini will land on the same s6-overlay reaper they would have
landed on if they'd used the canonical /init entrypoint.

The image's own ENTRYPOINT continues to be /init verbatim \u2014 the shim
is purely for legacy external wrappers, not for the image's own
runtime path. Once affected catalogs are updated, the symlink can be
removed.

Other issues NousResearch#34192 raises that are NOT addressed by this PR:

  * Problem #2 (UID 1024 vs 10000 mismatch): already fixed by NousResearch#33148
    (S6_KEEP_ENV=1) and NousResearch#32412 (with-contenv shebangs). The Hostinger
    template likely needs to update its env-var propagation.

  * Problem #3 (incompatible session formats): RFC for pluggable
    SessionDB is tracked in NousResearch#23717.

  * Problem NousResearch#4 (Telegram polling conflict): an operations problem on
    Hostinger's side, not in this codebase.

This PR is scoped to the one issue that can be fixed inside
Dockerfile: the missing /usr/bin/tini binary.

Tests (3 in test_dockerfile_tini_compat_shim.py):

  - test_tini_compat_symlink_present
    Guard: the symlink line must exist in Dockerfile.
  - test_tini_compat_comment_explains_why
    The NousResearch#34192 anchor comment must be present so future readers know
    why the shim is there (avoid accidental removal).
  - test_entrypoint_still_init_not_tini
    Sanity check: ENTRYPOINT remains /init (s6-overlay). The shim is
    only for external wrappers.

Refs: NousResearch#34192
Partial fix: addresses the immediate tini-binary crash. Catalog-side
fixes still needed by Hostinger for the UID and session-format
problems documented in the issue.

Co-authored-by: Cursor <cursoragent@cursor.com>
jecruz pushed a commit that referenced this pull request Jul 29, 2026
…bes + test-leak fix (NousResearch#40909)

* fix(gateway,windows): reliability — supervisor task, JOB breakaway, status --deep

Three coordinated fixes for the Windows gateway reliability story:

1. CREATE_BREAKAWAY_FROM_JOB on every detached spawn

   The 'hermes update' triggered from the Electron Desktop GUI ran inside
   Electron's job object. Without breakaway, the post-update gateway
   watcher spawned by update — already DETACHED_PROCESS — was still
   reaped when Electron's job tore down, so the gateway never came back
   after a GUI-initiated update. Adds CREATE_BREAKAWAY_FROM_JOB (0x01000000)
   to:
     - hermes_cli/_subprocess_compat.py::windows_detach_flags() — used by
       every helper that calls windows_detach_popen_kwargs(), including
       launch_detached_profile_gateway_restart()
     - The watcher subprocess's own respawn snippet in
       hermes_cli/gateway.py (inlined flags so the watcher's child
       respawn also breaks away)

   _spawn_detached() in gateway_windows.py already had the flag; this
   change brings the rest of the codebase to parity.

2. Per-minute supervisor Scheduled Task — Windows equivalent of
   systemd Restart=always

   Introduces hermes_cli/gateway_supervisor.py and registers it as a
   second Scheduled Task ('Hermes_Gateway_Supervisor', SC MINUTE /MO 1,
   LIMITED rights) alongside the existing ONLOGON task. Every minute,
   the supervisor uses the same gateway.status.get_running_pid() probe
   as 'hermes gateway status' and, if no gateway is alive, calls
   gateway_windows._spawn_detached() (which now includes BREAKAWAY) to
   bring one back.

   Covers every crash mode, not just 'machine rebooted': taskkill,
   OOM, GUI update SIGTERM, parent job teardown. Cheap — one pythonw
   startup per minute when down, one PID-existence check per minute
   when up.

   Wired into both the schtasks-success and Startup-folder-fallback
   install paths via _install_supervisor_best_effort(), and removed in
   uninstall(). Best-effort: a failing supervisor install logs a
   warning but doesn't roll back the primary install.

3. 'hermes gateway status --deep' shows per-probe PASS/FAIL

   Replaces the existing terse '--deep' output (which only printed
   paths) with an actual diagnostic table:
     [1] PID file present
     [2] Lock file held by a live process
     [3] get_running_pid() result
     [4] _pid_exists(pid) — OS-level liveness
     [5] gateway_state.json (state + age)
     [6] Last lifecycle event from gateway-exit-diag.log

   When the high-level summary disagrees with reality, the user can
   see exactly which signal is lying.

Test-leak fix
-------------

tests/hermes_cli/test_gateway_wsl.py::TestGatewayCommandWSLMessages
monkey-patched is_linux/is_wsl/supports_systemd_services to simulate
WSL but did NOT stub is_windows(). On a Windows host, the dispatcher
in _gateway_command_inner takes the is_windows() branch BEFORE the
WSL guidance branch, so the test invoked gateway_windows.install()
for real. install() writes to %APPDATA%\...\Startup\Hermes_Gateway.cmd
— the REAL user Startup folder, never sandboxed by tmp_path — pointing
at the test's pytest-of-<user>/pytest-<N>/.../gateway-service/ wrapper.
When pytest tore down the tmp_path, every subsequent Windows login
flashed a cmd.exe window that failed to find the missing target.

Stubs is_windows=False on all four affected tests:
  test_install_wsl_no_systemd
  test_start_wsl_no_systemd
  test_status_wsl_running_manual
  test_status_wsl_not_running

Defense-in-depth: _build_startup_launcher() now prefixes the launcher
with 'if not exist <target> exit /b 0', so any future stale Startup
entry silently no-ops instead of flashing a console window.

Status enhancements
-------------------

- status() now reports supervisor task presence alongside the existing
  schtasks/Startup info, and nudges the user to reinstall if the
  supervisor isn't registered.
- Deep mode dumps both the supervisor task name + script path.

* fix(gateway,windows): drop the per-minute supervisor task — keep breakaway + deep probes

Earlier in this branch we added a per-minute schtasks-based supervisor to
respawn the gateway after crashes / GUI-update SIGTERMs. The implementation
flashed a brief console window on every firing, which stole window focus.
We tried several variants:

  - cmd.exe wrapper invoking pythonw  -> flashes (cmd.exe is console-subsystem)
  - schtasks /TR pointing at pythonw  -> flashes (uv venv launcher pythonw is
    actually subsystem=Console, not GUI; it respawns the real pythonw)
  - schtasks /TR pointing at base uv  -> still flashes (Task Scheduler-side
    conhost preallocation; documented Windows quirk)
  - XML registration with <Hidden>true>  -> still flashes (<Hidden> only hides
    the task in the Task Scheduler UI, not the spawned window)

Researched what leading projects do:

  - Ollama: GUI-subsystem tray exe + Startup-folder shortcut. No supervisor.
  - Tailscale: real Windows Service via SCM. Session 0, no console possible.
  - Syncthing: --no-console flag inside the binary + Startup folder.
  - openclaw: VBS Run(..., 0, False) wrapper. Suppresses the *window* but
    Super User Q971162 confirms focus-steal still occurs in some cases.

None of these use a per-minute polling scheduled task. The 'auto-restart on
crash' responsibility belongs INSIDE the daemon (Tailscale's in-process
recovery / Ollama's monitor+worker pair) OR is delegated to the Windows
Service Control Manager — not Task Scheduler.

So this commit drops the supervisor entirely. The CREATE_BREAKAWAY_FROM_JOB
fix in _subprocess_compat.py (from commit c1e5fa4) survives — that is the
*real* fix for problem #2 (GUI-update kills gateway): the post-update
watcher in launch_detached_profile_gateway_restart() now breaks out of
Electron's job object, so the gateway respawn watcher survives the GUI
quit and successfully respawns the gateway.

Surviving from c1e5fa4:
  * CREATE_BREAKAWAY_FROM_JOB in hermes_cli/_subprocess_compat.py (fixes #2)
  * Inlined breakaway flag in the watcher respawn snippet in gateway.py
  * hermes gateway status --deep PASS/FAIL probes (fixes #1 — visibility)
  * 'if not exist <target> exit /b 0' guard in _build_startup_launcher
    (fixes #3 — silent no-op for stale Startup entries)
  * tests/hermes_cli/test_gateway_wsl.py is_windows=False stubs (root cause
    of #3 — pytest WSL tests no longer leak Startup entries on Win hosts)

Removed in this commit:
  * hermes_cli/gateway_supervisor.py (entire file)
  * Supervisor section in hermes_cli/gateway_windows.py (~180 lines):
      get_supervisor_task_name, get_supervisor_script_path,
      _build_supervisor_cmd_script, _write_supervisor_script,
      _install_supervisor_task, is_supervisor_task_registered,
      _install_supervisor_best_effort
  * _install_supervisor_best_effort() calls in install() (3 spots)
  * supervisor cleanup block in uninstall()
  * supervisor display lines in status() / status(deep=True)

Future direction (out of scope for this PR): the right place for Windows
'Restart=always' semantics is a real Windows Service installed via
pywin32's win32serviceutil.ServiceFramework — session-0 isolation, SCM
auto-restart, no console window possible. That's a meaningful next-PR
project, not a band-aid.

Tests: 51 pass / 2 pre-existing failures in
tests/hermes_cli/test_gateway_{windows,wsl}.py (the 2 failures are
TestSupportsSystemdServicesWSL cases that fail on origin/main too —
unrelated to this PR).
jecruz pushed a commit that referenced this pull request Jul 29, 2026
…bound/outbound round-trip (NousResearch#48828)

* fix(relay): enable RELAY platform + normalize dial URL so hosted gateways actually connect

Three bugs blocked a self-provisioned hosted gateway from ever establishing its
inbound relay WS (found while standing up the live staging end-to-end). Each
masked the next; all three are needed for inbound to work.

1. RELAY platform never enabled in config.platforms (gateway/config.py).
   register_relay_adapter() puts the adapter in the platform_registry, but
   start_gateway()'s connect loop iterates self.config.platforms — which never
   contained Platform.RELAY. So the adapter was "registered" but never connected
   (logs showed "relay adapter registered" then "No messaging platforms
   enabled"). Fix: _apply_env_overrides now enables Platform.RELAY (mirroring
   relay_url into extra for the connected-checker) when GATEWAY_RELAY_URL (env)
   or gateway.relay_url (yaml) is set. Absent -> no RELAY entry (direct/
   single-tenant gateways unaffected).

2. URL scheme not converted for the WS dial (gateway/relay/ws_transport.py).
   The relay URL is configured once as the http(s):// base (used as-is for the
   provision POST), but websockets.connect rejects http(s):// with "scheme isn't
   ws or wss". Fix: _ws_dial_url converts https->wss / http->ws.

3. /relay path not appended (same helper). The connector mounts its
   WebSocketServer at path "/relay" and returns HTTP 400 on an upgrade to any
   other path. GATEWAY_RELAY_URL is the base (no /relay), so the dial hit "/"
   -> 400. Fix: _ws_dial_url ensures the path ends in /relay. Idempotent — a URL
   already carrying ws(s):// and/or /relay is unchanged, so provision's
   _provision_url (which derives /relay/provision from either form) still works.

Why the cross-repo E2E missed #2/#3: the stub connector binds ws://host:port and
its websockets.serve accepts ANY path, so neither the scheme nor the /relay path
was exercised. Real connector needs both.

Verified live on staging hermes-agent-stg-automated-perception-5054: after the
fixes the gateway logs "Connecting to relay..." -> "✓ relay connected" ->
"Gateway running with 1 platform(s)" against
wss://gateway-gateway.staging-nousresearch.com/relay, stable.

Tests: added _ws_dial_url scheme+path+idempotency cases (test_ws_transport.py)
and RELAY-platform-enablement cases for env + yaml + absent (test_config.py).
Full gateway/relay + config suites green (191 passed).

Relay-adapter lane. EXPERIMENTAL.

* fix(relay): re-attach guild_id to outbound so connector egress resolves the tenant

The final bug in the hosted-relay round-trip. Inbound worked end to end (Discord
-> connector -> bus -> agent WS -> agent runs -> reply), but the reply's egress
was declined by the connector: "discord egress declined: target not routed to an
onboarded tenant".

Cause: the connector's routedEgressGuard resolves the owning tenant from the
OUTBOUND action's metadata.guild_id (Discord's routing discriminator). The
gateway's generic delivery path builds outbound metadata via
run.py _thread_metadata_for_source, which only carries thread_id (and returns
None entirely for a non-threaded message) — so guild_id never reached the
connector, tenant resolution failed, and the shared bot refused to post.

Fix (relay-adapter-local, no perturbation of the generic delivery path or other
platforms): RelayAdapter learns chat_id -> guild_id from each inbound event
(_capture_scope) and re-attaches it to the outbound action's metadata in send()
(_with_scope) when not already present. No-op for chats we never saw inbound
(e.g. DMs) and never overwrites an explicit guild_id.

Verified live on staging hermes-agent-stg-automated-perception-5054: an
@mention in #general now produces a visible bot reply — full multi-tenant relay
round-trip (real Discord -> shared connector bot -> tenant routing -> agent WS ->
reply egress -> Discord).

Tests: _capture_scope/_with_scope reattach, no-scope no-op, explicit-guild_id
preserved (test_relay_adapter.py). Full relay + config suites green (160 passed).

Relay-adapter lane. EXPERIMENTAL.
jecruz pushed a commit that referenced this pull request Jul 29, 2026
When context compression rotates a session, the original is ended and the
continuation is auto-numbered (e.g. "name" -> "name #2"). The session list
projects the ended root behind its live tip, so the user never sees the
predecessor. But set_session_title's uniqueness check compared against ALL
sessions, so renaming the visible tip back to "name" dead-ended with
"Title 'name' is already in use by session <id the user can't find>".

When the conflicting title is held by a compression ancestor of the session
being renamed, transfer the title instead of raising: clear it from the
ended predecessor and apply it to the continuation. Uniqueness is preserved
(still exactly one session carries the title) and the parent-link lineage is
untouched, so resume-by-title and tip projection keep working. Genuine
conflicts with unrelated sessions, and with non-compression children
(delegate/branch), still raise as before.
jecruz pushed a commit that referenced this pull request Jul 29, 2026
…id (NousResearch#38763)

Context compression today rewrites the message list AND rotates the
session id — it ends the session, forks a parent_session_id child, and
renumbers the title (name -> name #2). That moving identity key is the
root cause of a whole bug cluster: /goal lost (NousResearch#33618), pending response
lost at the split (NousResearch#14238), orphan sessions (NousResearch#33907), TUI sid desync
(NousResearch#36777), FTS search gaps + duplicate sidebar entries (NousResearch#45117), null
continuation cwd (NousResearch#42228), and title-rename dead-ends (NousResearch#48989). It also
forced a large defensive apparatus (compression lock, contextvar/env/
logging triple-sync, orphan finalization, gateway SessionEntry
re-propagation, tip projection) whose only job is surviving a
mid-conversation id change.

Add a compression.in_place config flag (default False during rollout).
When True, compaction rewrites the transcript and rebuilds the system
prompt but keeps the SAME session_id: no end_session, no child row, no
title renumber, no contextvar/logging re-sync, no memory/context-engine
session-switch. The conversation keeps one durable id for life, like
Claude Code / Codex. Compaction is lossy by design — the pre-compaction
transcript is summarized away, not archived.

The rotation path is unchanged when the flag is off (moved verbatim into
an else branch). Staged rollout: this PR ships the option behind a
default-off flag for live validation; a follow-up flips the default and
deletes the now-redundant rotation machinery, superseding the 14 open
band-aid PRs in this area.

- hermes_cli/config.py: add compression.in_place (default False), documented
- agent/agent_init.py: resolve the flag -> agent.compression_in_place
- agent/conversation_compression.py: branch compress_context() on the flag
- tests/run_agent/test_in_place_compaction.py: in-place invariants +
  rotation regression guard + config default

The pre-flush of current-turn messages (NousResearch#47202) runs in BOTH modes, so no
boundary data loss. Prompt-cache invariant preserved: the system-prompt
rebuild is the same single sanctioned invalidation that already happens
during compaction — no NEW invalidation. Message alternation preserved.
jecruz pushed a commit that referenced this pull request Jul 29, 2026
…eation snapshot (NousResearch#44585)

An unpinned cron job follows the global default provider (config.yaml
model.default + resolve_runtime_provider). If that global state is changed
after the job is created — e.g. a temporary switch to a paid provider like
nous/claude-fable-5 — the job silently inherits it on its next tick and spends
real money. This is the reported $7.73 incident: a job created under a
free/default provider later inherited a temporary paid switch.

Fix (ask #1 only) preserves the legitimate "unpinned job should follow
model.default" use case by detecting *drift* rather than freezing the model:

- create_job (cron/jobs.py): for UNPINNED, agent-backed jobs (no explicit
  provider, not no_agent), snapshot the provider that resolution WOULD pick
  right now into a new optional `provider_snapshot` field, resolved via the
  same resolve_runtime_provider() path the ticker uses. Fail-open to None on
  any resolution error so job creation never breaks.

- run_job (cron/scheduler.py): right after runtime resolution, if the job has
  a provider_snapshot AND is unpinned AND the currently-resolved provider
  DIFFERS from the snapshot, fail closed for that run — make no paid call and
  deliver a loud, actionable alert naming both providers and telling the user
  to pin explicitly (`cronjob action=update job_id=.. provider=..`).

Back-compat: jobs with no snapshot (pre-existing jobs, no_agent jobs, or any
job whose creation-time resolution failed) behave exactly as before — the
guard only engages when a snapshot exists. Explicitly-pinned jobs (job.provider
set) are unaffected since they don't drift with global state.

Tests: tests/cron/test_cron_provider_pin.py covers snapshot-matches (runs),
snapshot-differs (fail closed, no agent constructed), no-snapshot back-compat,
None-snapshot back-compat, explicitly-pinned (runs regardless), plus create_job
snapshot capture/skip/fail-open. The fail-closed case is load-bearing (fails
without the guard).

Issue NousResearch#44585 asks #2-4 (hard-stop a running job, gateway-stop containment,
fail-closed on provider mutation) are out of scope for this change.
jecruz pushed a commit that referenced this pull request Jul 29, 2026
…_id signature churn

Two independent bugs evicted the cached gateway AIAgent on every turn,
preventing the prompt cache from ever warming:

1. Model normalization mismatch: the post-run fallback-eviction check
   compared _agent.model (stripped in AIAgent.__init__) against the raw
   _resolve_gateway_model() config string. For vendor-prefixed config on
   native providers (e.g. 'deepseek/deepseek-v4-pro' vs 'deepseek-v4-pro')
   this was always unequal, so the agent was evicted after every
   successful run. Normalize _cfg_model the same way (skip aggregators).

2. Discord triggering message_id leaked into the cached system prompt via
   build_session_context_prompt()'s Discord IDs block. message_id changes
   every turn, so the agent-cache signature (computed from the ephemeral
   prompt) changed every Discord turn -> rebuild every message. The id is
   now injected per-turn into the user message (where per-turn content
   belongs and does not touch the cache signature); the cached IDs block
   carries a static pointer to it, preserving reply/react/pin via the
   discord tools.

Adapted from NousResearch#28846. Bug #1 fix is the contributor's; bug #2 reworked to
be non-destructive (keeps the triggering-id capability instead of deleting
it). Redundant auto-reset eviction (already on main via NousResearch#9893/NousResearch#48031) and
the wrong-premise reset_context_note plumbing from the original PR were
dropped.

Co-authored-by: Hermes Agent <hermes@nousresearch.com>
jecruz pushed a commit that referenced this pull request Jul 29, 2026
… fail on '(empty)' sentinel

Two related bugs caused subagent delegation to silently return empty summaries
with 0 tokens when the user configured delegation.provider=bedrock alongside
delegation.base_url=https://bedrock-runtime.<region>.amazonaws.com.

Root cause #1 — misrouting in _resolve_delegation_credentials():
  The configured_base_url branch unconditionally forced provider='custom' and
  api_mode='chat_completions', only specializing for chatgpt.com, anthropic,
  and kimi hosts. Bedrock (and other native-SDK providers) fell through as
  'custom' + chat_completions, which then POSTed OpenAI-shaped JSON at
  Bedrock's native API. Bedrock rejected the payload and returned nothing,
  which looked like an empty LLM response to the child agent.

  Fix: when provider is one of {bedrock, vertex, google, google-genai}, skip
  the base_url short-circuit and fall through to resolve_runtime_provider(),
  which knows how to construct the proper SDK client. base_url can still be
  forwarded through that path for regional overrides.

Root cause #2 — '(empty)' sentinel accepted as success:
  After N retries of empty LLM responses, run_agent.py emits the literal
  string '(empty)' as final_response. _run_single_child then hit
  `elif summary:` — '(empty)' is truthy, so status became 'completed' and
  the parent surfaced a blank result with no error. Users saw api_calls=4,
  tokens=0, duration~0.4s, status=completed.

  Fix: treat final_response.strip() == '(empty)' as a failure so the parent
  surfaces it instead of silently accepting zero-content 'success'.

Both paths were reproduced in a live Hermes TUI session on us-west-2 Bedrock
(provider=bedrock, model=us.anthropic.claude-sonnet-4-6) and are covered by
new tests in tests/tools/test_delegate.py.
jecruz pushed a commit that referenced this pull request Jul 29, 2026
Completes the review's ask for "adapter-to-session-key integration coverage
for Discord and a non-Discord platform" on NousResearch#20096.

Drives a concrete adapter's real BasePlatformAdapter.build_source with an
injected gateway_runner, asserts the matched route's profile is stamped on
the source, and that build_session_key scopes the key under agent:<profile>:
(versus the shared agent:main: namespace). Covers Discord and Telegram — the
Telegram case is the bug-#2 path that previously fell through to default.
Adds a regression anchor: without gateway_runner, profile stays None and the
key lands in agent:main (the silent fallback the fix removes for non-Discord).

Co-Authored-By: Claude <noreply@anthropic.com>
jecruz pushed a commit that referenced this pull request Jul 29, 2026
…st (NousResearch#65214)

Moves the fireworks entry in CANONICAL_PROVIDERS from its old slot
(after GMI Cloud) to directly below Nous Portal, ahead of OpenRouter.
Order propagates automatically to hermes model, the setup wizard,
Telegram /model, and the desktop provider catalog.
jecruz pushed a commit that referenced this pull request Jul 29, 2026
…etry

Combines the two salvaged fixes so they compose instead of conflict:
_persist_session_title (NousResearch#50575) now writes through set_auto_title_if_empty
(NousResearch#51483) when the store provides it — the collision-dedup retry and the
manual-/title race protection apply together. Predicate failure (a manual
title landed while generation was in flight) returns None: nothing written,
no callback. Legacy stores without the atomic method keep the plain
set_session_title path, including the vanished-session RuntimeError.

Tests cover both store shapes plus the race-skip path; E2E verified against
a real SQLite SessionDB (collision -> 'Weekly Report #2', manual title
preserved, cron dedup, blank guard). AUTHOR_MAP entry for rasitakyol.
jecruz pushed a commit that referenced this pull request Jul 29, 2026
…er (NousResearch#66432)

Mirror CANONICAL_PROVIDERS so Fireworks sits directly under Nous Portal
(always visible) ahead of OpenRouter across onboarding, Settings → Providers,
and the API-key catalog.
jecruz pushed a commit that referenced this pull request Jul 29, 2026
…, /topup, terminal-billing UX) (NousResearch#51639)

* feat(tui): rename /billing slash command to /topup

Behavior-preserving rename of the /billing command surface to /topup.
Changes: billing.ts → topup.ts (export topupCommands, name 'topup', new
help string), registry.ts import+spread updated, billingOverlay.tsx
overview header 'Usage credits' → 'Top up credits', billingCommand.test.ts
→ topupCommand.test.ts with import/lookup/call updated. RPC method names
(billing.state, billing.charge, etc.) and component/symbol names unchanged.

* refactor(tui): extract overlay primitives to shared module

Lift MenuRow, ActionRow, footer, and barCells() out of billingOverlay.tsx
into overlayPrimitives.tsx so the upcoming subscriptionOverlay.tsx can
import them instead of duplicating. spendBar now calls barCells() —
output is byte-identical. Pure behavior-preserving refactor.

* feat(tui): add /subscription + /topup CTAs to /usage output

Every /usage render now ends with 'Run /subscription to change plan
· /topup to add credits' — both the healthy (with-calls) and depleted
(no-calls) paths. Strings-only change, no WS1 dependency.

* feat(tui): add subscription wire types

Add SubscriptionTierOption, SubscriptionStateResponse, and
SubscriptionManageLinkResponse to gatewayTypes.ts. Type-only — no
usages yet. Mirrors the BillingStateResponse conventions (snake_case,
Decimals as strings) and reuses BillingErrorPayload for error mapping.

* feat(gateway): add subscription.state + subscription.manage_link RPCs

- agent/subscription_view.py: SubscriptionState dataclass + fail-open
  build_subscription_state() (mirrors billing_view pattern) +
  get_subscription_manage_link() for the Stripe deep-link.
- hermes_cli/nous_billing.py: get_subscription_state() +
  post_subscription_manage_link() HTTP helpers for the two NAS endpoints
  (WS1 Phase A/C). The manage-link endpoint raises BillingScopeRequired
  when Remote-Spending is missing (Phase 4 step-up trigger).
- tui_gateway/server.py: _serialize_subscription_state() +
  subscription.state RPC (fail-open) + subscription.manage_link RPC
  (returns {ok,kind,url} or typed error envelope via
  _serialize_billing_error). NOT added to _LONG_HANDLERS — synchronous
  HTTP round-trip, not a device flow.

* feat(tui): add subscription overlay state types + store slot

Add SubscriptionScreen, SubscriptionOverlayCtx, SubscriptionOverlayState
to interfaces.ts and a 'subscription' slot to OverlayState. Wire it into
overlayStore.ts (buildOverlayState + $isBlocked). NOT added to
resetFlowOverlays preserve list — flow-scoped like billing, drops on
turn end.

* feat(tui): build SubscriptionOverlay — overview + confirm + handoff

Pure-render Ink component mirroring billingOverlay.tsx's structure.
Overview screen covers all 5 states (free-upgradeable, mid-tier,
top-tier, not-admin, downgrade-pending) + dunning. Confirm screen is
y/n deep-link to Stripe (NO in-terminal charge). Handoff is the
transient 'Opening Stripe' screen. Imports shared primitives from
overlayPrimitives.tsx. 8 render tests via renderSync covering every
state.

* feat(tui): add /subscription command + overlay wiring

- subscription.ts: SubscriptionOverlayCtx closure (openManageLink,
  refreshState, requestRemoteSpending) + run handler that fetches
  subscription.state and opens the overlay. Alias /upgrade.
- registry.ts: spread subscriptionCommands into SLASH_COMMANDS.
- appOverlays.tsx: render SubscriptionOverlay when overlay.subscription set.
- useInputHandlers.ts: Esc closes subscription overlay; promptOverlay OR
  includes subscription so input is intercepted while open.
- subscriptionCommand.test.ts: 4 tests (fetch+open, logged-out sys line,
  /upgrade alias, /subscription resolves).

* fix(tui/subscription): stop saying Stripe in deep-link copy + fix manage link kind type

Replace all user-facing 'Stripe' mentions in the /subscription overlay and
sys messages with 'your subscription page' — the deep-link target is NAS's
own /manage-subscription page, not the Stripe hosted portal. Stripe only
legitimately appears later at actual Checkout. Also add 'manage' to the
SubscriptionManageLinkResponse.kind union (NAS emits kind:'manage'; was
previously missing from the TypeScript type causing silent narrowing errors).

* feat(tui/subscription): render cancellation-scheduled note with headline precedence

Parse cancelAtPeriodEnd + cancellationEffectiveAt from the NAS contract
(camelCase) in the agent parser (_parse_current), emit cancel_at_period_end
+ cancellation_effective_at from the gateway serializer, extend the
SubscriptionStateResponse type, and render a warn note in OverviewScreen:
'Cancels on {date} — your plan stays active until then.'

Headline precedence when multiple flags co-occur:
  past-due > cancel-scheduled > downgrade-pending > active
The downgradeNote guard is tightened to suppress when cancel is scheduled,
so at most one status line renders at a time.

* feat(tui/subscription): team-context screen — redirect to /topup for team orgs

Parse the NAS context:'personal'|'team' field (defaults to 'personal' for
unknown/missing values), emit it on the gateway wire, add it to
SubscriptionStateResponse. When context is 'team', SubscriptionOverlay
renders a dedicated read-only screen instead of the tier picker:

  'This terminal is connected to {org_name}. Teams run on shared
   credits — use /topup to add funds. Personal subscriptions live
   on your personal account.'

The screen closes on Enter or Esc. The personal/tier-picker path is
unchanged.

* fix(subscription): drop manage-link gateway RPC, build URL locally

The NAS POST /api/billing/subscription/manage-link endpoint was dropped
(it added no server work — the target is the static /manage-subscription
page, not a Stripe-minted secret). Build the URL client-side instead:
{portal_base}/manage-subscription?org_id=<org.id>.

- Remove subscription.manage_link gateway RPC (server.py)
- Remove get_subscription_manage_link helper (subscription_view.py)
- Remove post_subscription_manage_link (nous_billing.py)
- Remove SubscriptionManageLinkResponse type (gatewayTypes.ts)
- Add org_id to SubscriptionState + wire through serializer + TS type
- openManageLink() builds the URL locally via buildManageUrl(), opens
  it with the existing openExternalUrl(), no gateway round-trip
- Drop targetTierId param from openManageLink (v1 sends everyone to
  /manage-subscription; no tier deep-link needed)
- Fix stale test expectations (Stripe copy → subscription page copy)

* chore(subscription): drop unused format_money import

* feat(cli): /subscription + /upgrade, /billing→/topup rename, /usage CTAs

Add the classic-CLI half of the terminal billing surface to match the TUI:
- /subscription (alias /upgrade) command + /topup (renamed /billing, keeps
  'billing' as a back-compat alias) in the command registry.
- Drop the stale 'billing' entry from _SLACK_VIA_HERMES_ONLY (now cli_only).

* feat(subscription): CLI /subscription handler, drop dunning, current:null no-plan

- CLI _show_subscription mirrors the TUI overlay (plan read + tier list + usage
  bar + browser deep-link via subscription_manage_url); credits render as counts.
- Adapt to the updated NAS read contract: remove is_past_due/dunning everywhere
  (a card-failing subscriber returns as a normal plan now), and treat no-plan as
  current:null (parser returns None) rather than an all-null object.
- HERMES_DEV_SUBSCRIPTION_FIXTURE env-driven fixtures + ui-tui fixture harness
  drive every state (CLI + live TUI) with no portal.

Verified against handoff 2026-06-24_subscription-tui-handoff.md.

* feat(billing): CF-4 Remote-Spending revoked-terminal UX (NAS PR NousResearch#481)

Wire the Remote-Spending gate denial contract end to end:
- nous_billing: BillingRemoteSpendingRevoked (403 remote_spending_revoked →
  reconnect) + BillingSessionRevoked (401 session_revoked → re-login), distinct
  from insufficient_scope; capture actor/code/recovery; 503 stays transient.
- gateway _serialize_billing_error threads the new typed kinds + actor/code/
  recovery to the TUI.
- TUI renderBillingError: actor-aware revoke copy, kills the spend overlay
  immediately (no 15-min zombie button), handles session_revoked, the dual-
  emitted cli_billing_disabled/remote_spending_disabled, role_required,
  idempotency_conflict; poll treats a mid-poll revoke as ambiguous (check
  balance before retry), not a failure.
- CLI _billing_render_charge_error: same denial matrix, actor-aware copy.

Tests: gate-contract mapping + envelope (py) and revoke/session/disabled (TUI).
Per handoff 2026-06-24_remote-spending-TUI-contract-handoff.md.

* refactor(subscription): remove dead step-up scaffolding from /subscription

/subscription only opens a browser deep-link to manage-subscription — that needs
no billing scope, so it can never hit insufficient_scope. Drop the never-fired
'stepup' screen type, requestRemoteSpending ctx fn, and resumeScreen bookkeeping
(leftovers from a superseded plan). The resumable step-up lives on /topup, where
the charge actually gets gated.

* feat(tui/topup): resumable 'Allow Remote Spending' step-up on the charge path

Phase 4: when a charge returns insufficient_scope, the /topup modal no longer
tears down with a 'run /billing again' ConfirmReq. Instead it stays MOUNTED and
switches to a step-up screen:
- charge() is now awaitable, returning a discriminated outcome (submitted |
  needs_remote_spending | error) so the overlay can route without closing.
- StepUpScreen: 'Allow Remote Spending' → await the device-flow grant (browser
  opens via the existing out-of-band billing.step_up.verification event) →
  replay the held charge (pendingCharge.amount) and settle, with no command
  re-run. Never surfaces the raw billing:manage scope.
- armStepUp's fire-and-forget ConfirmReq replaced by requestRemoteSpending();
  the leaky 'billing:manage' / 'Re-authorize' / 'run /billing again' copy is gone.

Tests: charge-outcome routing, step-up grant/deny, and a render test asserting
the step-up copy holds the amount and never leaks billing:manage.
Per handoff 2026-06-24_remote-spending-TUI-contract-handoff.md §2 (Grady NousResearch#6).

* feat(billing): shared dollar usage model + two-bar view (drop "credits")

Single source of truth for the /usage and /subscription usage bars across
TUI + CLI. Reads the NAS account-info dollar fields (subscription/top-up/total
remaining, monthly allowance, renewal) and produces a surface-agnostic model:
two full-resolution bars (plan allowance + purchased top-up), a status
classification (free | healthy | low | depleted), and a human renewal date.

- agent/billing_usage.py: UsageModel/UsageBar, usage_model_from_account
  (fail-open), build_usage_model (HERMES_DEV_CREDITS_FIXTURE-aware),
  format_renews (ISO -> "Jul 24, 2026", Windows-safe), $5 low-balance threshold.
- tui_gateway/server.py: _serialize_usage_model/_serialize_usage_bar, a
  usage.bars RPC, and the model embedded into subscription.state so the overlay
  renders the same bars from its single fetch.
- Dollars only, never "credits"; two separate bars (not a crammed
  three-segment one) for legibility at terminal widths.
- tests/agent/test_billing_usage.py: status classification, bar math
  (clamp/over-cap), NaN/Inf rejection, fail-open invariants.

* feat(tui): dollar usage bars on /usage + /subscription, drop tier picker

Render the shared two-bar dollar model in both overlays; strip "credits" and
the in-terminal tier selection per UX feedback.

- overlayPrimitives.tsx: UsageBars (themed plan/top-up bars — gold allowance,
  green top-up) + usageBarsText for the /usage panel. Plan name labels the
  bar; "$X left of $Y · N% used" (disambiguated so the % matches); top-up
  "never expires".
- subscriptionOverlay.tsx: status line dedupes ($X left once; bar carries the
  breakdown), human renewal date, state-matched nudges (free upsell / <$5
  low alert) with box-safe ASCII markers (! / >) instead of the width-unstable
  emoji that broke the border. Tier picker removed — overview shows usage +
  plan, then "Manage on portal" / "Close" (free users get "Start a
  subscription"). No "credits" anywhere.
- session.ts: /usage renders the dollar bars + balance summary, falling back
  to the legacy credits lines only when the model is unavailable; CTA reworded.
- gatewayTypes.ts: UsageModelData/UsageBarData wire types + usage on
  SessionUsageResponse/SubscriptionStateResponse.
- Tests updated to the new contract (no "credits", "left of", dedup, markers).

* feat(cli): mirror dollar usage bars on /usage + /subscription

CLI parity with the TUI billing rework, from the same shared usage model.

- _print_nous_credits_block (/usage) and _subscription_overview render the
  two-bar dollar view (plan name on the bar, "$X left of $Y · N% used",
  top-up "never expires", total spendable) instead of the credits-worded block.
- Dollars only — dropped the tier catalog (no more "$N/mo (… credits)") and
  every user-facing "credits"; team copy says "shared balance".
- Human renewal date via the shared format_renews; status line dedupes the
  "$X left"; free upsell + <$5 low alert with ASCII markers.
- /subscription manage modal no longer dumps the raw manage-subscription URL
  in its detail — the [1] Open / [2] Copy link / [3] Cancel options carry it.
  Title is "Manage your subscription" (no in-terminal plan change). The raw URL
  stays only in the non-interactive / not-admin fallbacks, which have no menu.
- /usage token-usage panel (model, tokens, cost, context) left untouched.

* feat(billing): embed dollar usage model into billing.state for /topup

The /topup overview renders the same two-bar dollar usage (plan + top-up) as
/usage and /subscription. Embed the shared usage model into the billing.state
RPC payload (mirrors subscription.state) so the overlay gets the bars from its
single fetch, and add the `usage` field to BillingStateResponse.

* feat(tui/topup): reorder overview + in-flight reauth with press-Enter resume

Reworks the /topup overlay per the Jun 19 review and the no-preflight decision.

Overview:
- Balance leads in the title ("Top up · balance $X"); the shared two-bar dollar
  usage (plan + top-up) renders below. Dropped the old monthly-cap spend bar.
- "Add funds" is the first action (was "Buy credits"); auto-reload / monthly
  limit / manage-on-portal follow. Dollars only — no "credits" anywhere.
- No "Enable terminal billing" menu item and NO scope preflight: whether the
  terminal can charge is discovered reactively at pay time. (We deliberately do
  not read/refresh the OAuth token to gate UI.)

Step-up (reached only on a charge's insufficient_scope 403):
- New 4-phase flow that keeps the modal mounted: prompt (one-time-setup
  heads-up) → waiting (browser authorize) → granted (explicit "Press Enter to
  resume") → replay the held charge → settle. The press-Enter beat is the
  reassuring "you're back, finish your purchase" moment.
- Renamed user copy "Allow Remote Spending" → "Enable terminal billing"; never
  leaks the raw billing:manage scope (guarded by the render test).
- topup.ts error copy de-crufted to terminal-billing wording, emoji removed.

Tests: step-up prompt copy, the no-raw-scope invariant, and new overview tests
(balance-in-title, Add-funds-first, two-bar usage, no "credits").

* feat(cli/topup): mirror overview reorder + in-flight reauth resume

CLI parity with the TUI /topup rehaul, from the same shared usage model.

- _billing_overview: balance in the title, the two-bar dollar usage (plan name
  on the plan bar, top-up "never expires") in place of the old cap spend bar,
  "Add funds" first, dollars throughout — no "credits", no scope preflight.
- _billing_handle_scope_required: now takes the held amount + idempotency key
  and runs the in-flight flow — "Enable terminal billing" → browser device-flow
  → re-check the org kill-switch → press-Enter to resume → replay the held
  charge (reusing the key so a double-submit collapses to one). Stops leaking
  the raw billing:manage scope.
- Charge-error + buy/auto-reload copy de-crufted to terminal-billing/dollars.
- Tests updated to the new overview + buy copy.

* fix(billing): guard non-JSON 2xx responses in the billing HTTP client

A 2xx response with a non-JSON body — e.g. a reverse-proxy / SPA fallback HTML
page served when a billing route isn't actually mounted on a deployment — hit
json.loads() on the success path of _request() and raised a raw
json.JSONDecodeError. That escaped the typed-BillingError contract, so callers'
`except BillingError` missed it and fell through to a generic fail-open that
rendered as a misleading "not logged in" (observed when /api/billing/subscription
was briefly unshipped on staging: 200 text/html, x-matched-path /[...notFound]).

Now a non-JSON 2xx body raises a typed BillingError(error="endpoint_unavailable")
so surfaces degrade gracefully ("could not load …") instead of crashing or
mislabeling a valid session as logged-out. The 4xx/5xx path already guarded its
.json(); this closes the same hole on the success path.

Test: tests/hermes_cli/test_nous_billing_request.py — non-JSON 2xx → typed
error (not JSONDecodeError, not BillingAuthError), empty body → {}, valid JSON
parses.

* feat(billing/dev): add HERMES_DEV_BILLING_FIXTURE for offline card/scope testing

build_billing_state short-circuits to a fixture when HERMES_DEV_BILLING_FIXTURE
is set (mirrors HERMES_DEV_CREDITS_FIXTURE for the usage model). States:
nocard | card | card-autoreload | notadmin | billing-off | logged-out — so the
card-on-file gate, admin role, and kill-switch paths are exercisable offline
without a live portal. Env-var gated; returns None when unset (no prod leak).

Adds 8 behavior tests asserting the card/admin/billing-on contract per state.

* refactor(billing): fold /credits into /topup

/credits is redundant now that /topup shows the dollar balance + portal handoff.
Make 'credits' (and 'billing') aliases of /topup so typing /credits still works,
resolving to topup everywhere (CLI, gateway, Slack, TUI, autocomplete, help).

Remove the standalone /credits surface across 6 places:
- CLI _show_credits handler + dispatch
- gateway _handle_credits_command -> renamed _handle_topup_command, copy softened
  to 'Manage billing on the portal' (the messaging billing surface; /topup is now
  gateway-available so messaging keeps billing — credits was the only one before)
- TUI commands/credits.ts + creditsCommand.test.ts (deleted), registry entry
- tui_gateway credits.view RPC + the CreditsViewResponse type
- Slack _SLACK_VIA_HERMES_ONLY: credits -> topup

Sweep user-facing /credits -> /topup (usage-block hint, depletion notice) and
stale doc-comments. OpenRouter's /credits endpoint URL left untouched. Tests
updated (test_credits_folds_into_topup) or pruned for the removed symbols.

* fix(billing): card-on-file heads-up, no-card portal gate, /usage bar ordering, modal glyph

In-terminal charge (POST /charge against the org's server-held card, no card ref
leaves the client):
- card present: confirm screen shows 'Your card saved on the portal will be
  charged' + a 'Manage on portal' escape option (CLI); heads-up line (TUI)
- no card on file: /topup overview + buy flow detect it and route to the portal
  to add a card, instead of offering a charge that 403s no_payment_method

/usage bar ordering: route the dollar block through _cprint consistently. The
Plan: line (_cprint) and the bar (raw print) flushed to different buffers under
patch_stdout and interleaved nondeterministically; now Plan: -> bar -> status/CTA
is stable across all states.

Modal glyph: strip the leading emoji from bordered _prompt_text_input_modal
titles — it measures 1 char but renders 2 columns, shifting the box's right
border (the stray '|'). Includes the f-string 'Pay $X?' title.

Small /credits -> /topup string bits in cli.py ride along with the surrounding
charge edits (the fold lives in the sibling refactor commit).

* refactor(billing): apply safe simplify-pass fixes

Three low-risk cleanups from a parallel simplify review (reuse/quality/efficiency):
- dev fixture portal URL: reuse the prod host (was drifted to staging-* — a real
  mismatch vs subscription_view's _DEV_FIXTURE_PORTAL)
- TUI billingOverlay choose(): collapse two byte-identical branches (needsCard +
  the not-full else both = portal-or-close at index 0) into one tail; the only
  divergent path (full && !needsCard → buy/auto/limit) stays explicit
- /topup overview comment: correct the stale 'buy_flow detects no_payment_method'
  note (the overview's no-card gate fires first, so reaching Add funds implies a
  card on file)

Skipped (judgment): the orphaned CreditsView.depleted field (harmless, on a live
dataclass), the defensive card gates in _billing_buy_flow/_confirm_and_charge
(cheap correct defense on the money path), and folding the no-card handoff into a
shared helper (touches 4 money-path sites for tidiness — not worth the risk here).

* fix(billing): reactive charge gating — drop card preflight, react to 403 (scope→reauth, no-card→portal)

* refactor(billing): drop the /credits alias entirely

The /credits fold made it an alias of /topup; now remove that too. Typing
/credits is an unknown command, not a silent redirect — billing lives only on
/topup (with /billing kept as the old command's back-compat name). Dropped the
alias from the registry CommandDef and the TUI topup.ts; updated the test to
assert /credits resolves to nothing (no command, no alias).

* docs(billing): fix stale comment in _billing_overview — describe reactive no-card path

The comment still described the removed overview-level card gate ('no-card case
handled above'). Corrected to: the buy flow reacts to the server's
no_payment_method 403 and hands off to the portal at charge time (no preflight).

* refactor(billing): simplify-pass — share usage-payload helper, drop dead bar wire fields + redundant admin gate

* refactor(billing): drop the /billing alias too — /topup is the only billing command

Following /credits removal, retire the old /billing name as well. /topup now has
NO aliases — both /credits and /billing are unknown commands. Dropped the alias
from the registry CommandDef and TUI topup.ts; fixed the one live user-facing
straggler (the not-logged-in message said 'then /billing' → /topup) and the
_show_billing docstring/default-arg references. Test asserts /topup carries no
aliases and neither old name resolves.

* fix(billing): code-review fixes — money-path + parity bugs

Money path (TUI):
- auto-reload "Turn off" now echoes current threshold/top_up_amount so the
  PATCH succeeds (was sending {enabled:false} → invalid_request → stayed ON)
- charge poll honors the 5-min cap on the 429/503 throttle branch too (was
  rescheduling forever); cap folded into one timedOut() helper
- step-up resume reacts to the replay outcome instead of unconditionally
  closing on a reassuring line with no charge made
- synchronous submit guard on Confirm so two key events can't double-charge

Gateway:
- billing.step_up routes typed errors through _serialize_billing_error (was a
  raw {error:'error'} dict → generic copy for session_revoked)
- billing.state / subscription.state / usage.bars / session.usage moved to
  _LONG_HANDLERS (blocking portal HTTP no longer stalls the main stdin loop)

CLI:
- _billing_render_charge_error handles insufficient_scope without leaking the
  raw billing:manage scope name on a post-grant replay re-raise

Python model:
- subscription_view tier parse None-coalesces tierOrder/dollarsPerMonth so a
  free tier's 0 survives ($0, not "—"; correct sort order)

TUI parity/robustness:
- /usage shows formatted renews_display, not raw ISO renews_at
- subscription overview guards a null pending_downgrade_at (was "on null.")
- subscription overview surfaces a message instead of silently closing when
  portal_url is missing
- buildManageUrl wraps new URL() so a malformed portal_url can't throw out of
  the Ink key handler

* fix(billing): cross-surface bar direction, formatted cancel/downgrade dates, Slack alias gating

- CLI plan bar now fills by REMAINING (fuel-gauge), matching the shared model's
  fill_fraction, the top-up bar, and the TUI — same account renders identically
  on both surfaces (NousResearch#8)
- subscription serializer emits cancellation_effective_display /
  pending_downgrade_display (format_renews); TUI shows 'Jul 1, 2026' not raw ISO (#14b)
- _SLACK_VIA_HERMES_ONLY now includes the 'billing' alias so it follows its
  canonical /topup via /hermes instead of leaking a native Slack slot (NousResearch#9)

* fix(billing): thread idempotency key through the TUI step-up replay (#2)

Mint a stable idempotency key when the purchase amount is chosen; it rides
pendingCharge into both the Confirm charge and the post-grant step-up replay,
so a retried charge dedups server-side (the gateway already echoes the key).
A fresh amount selection gets a fresh key. Combined with the sync submit guard,
a double-submit now collapses to one charge.

* refactor(billing): remove dead /subscription tier-picker scaffolding (NousResearch#18)

The in-terminal plan picker was cut (deep-link only), leaving a whole unreached
state machine. Removed end-to-end:
- TUI: ConfirmScreen, HandoffScreen, the 'confirm'/'handoff' screen types,
  pendingTargetTierId, and the now-dead onPatch threading (collapsed the dispatch
  to a single overview screen + folded the duplicate Box wrapper)
- gateway: the tiers serialization + SubscriptionTierOption wire type
- model: SubscriptionTier, _parse_tier, _coalesce, _dev_tiers and the tiers field
  (never displayed on either surface, so this supersedes the tier-parse fix)
- tests: dropped the confirm/handoff/tier-passthrough tests; slimmed the overview
  render tests

Net: a large dead-code cull (no behavior change — the picker never ran).

* test(billing): parametrize usage-model tests; drop dead is_low/is_free props

Collapse the fail-open + status-classification cases into parametrized tables
(same coverage, ~80 fewer lines) and remove the now-unused UsageModel.is_low /
is_free properties (only a test pinned them).

* fix(billing): revert dead 'billing' Slack-via-hermes entry — the alias was dropped

NousResearch#9 was based on a stale review diff: /billing is no longer an alias of /topup
(dropped earlier), so routing it via /hermes filtered a name that doesn't exist.

* test(billing): cull redundant TUI billing tests (parametrize, merge dupes)

usageCommand: collapse 3 CTA tests into one + a panel helper.
billingStepUp: merge the two step-up render asserts.
topupCommand: parametrize requestRemoteSpending + the revoked-actor pair, drop
the redundant happy-path-submitted test. Money-path + error-mapping coverage
preserved.

* refactor(billing): extract _usage_bar_lines — one source of truth for the CLI bars

The plan + top-up bar format was copy-pasted across _print_nous_credits_block,
_subscription_overview, and _billing_overview. Extract a helper returning the
ready-to-print lines; each caller keeps its own print fn (the _cprint-ordering
constraint stays) and resolves its plan-name label. Centralizes the format so
the three surfaces can't drift.

* feat(billing): NAS V3 subscription-change HTTP client wrappers

Add the four write-side wrappers for the V3 subscription contract to nous_billing,
each a thin _request() call (reusing auth, JSON, 401-retry, typed errors):
- post_subscription_preview      → POST  /subscription/preview      (chargeless quote)
- put_subscription_pending_change→ PUT   /subscription/pending-change (downgrade/cancel)
- delete_subscription_pending_change → DELETE .../pending-change      (resume/undo)
- post_subscription_upgrade      → POST  /subscription/upgrade        (the money route)

pending-change takes a discriminated body (tier_change | cancellation); upgrade
requires an Idempotency-Key (mandatory, validated client-side before any I/O).
Tests assert the exact method/path/body/header each wrapper puts on the wire.

* feat(billing): subscription tier catalog + change-preview models

Reinstate the catalog the in-terminal picker needs (was culled when /subscription
was deep-link-only): SubscriptionTier + SubscriptionState.tiers + _parse_tier, with
_coalesce so the free tier's 0 tierOrder/price survives a falsy-or. Parse the
catalog from GET /subscription's tiers and seed _dev_tiers into every fixture.

Add SubscriptionChangePreview + subscription_change_preview_from_payload for the
POST /preview quote (effect/amountDueNowCents/effectiveAt/reason + tier delta); a
malformed/missing effect fails safe to 'blocked' so a bad quote never reads as a
charge. Module docstring updated: the overlay is no longer deep-link-only.

* feat(billing): gateway RPCs for the V3 subscription change flow

Add subscription.preview / .change / .resume / .upgrade RPCs, each wrapping its
nous_billing call and reusing _serialize_billing_error for the typed envelope
(so a 403 still drives the device step-up). upgrade mints + echoes the
idempotency key and surfaces status + recovery_url so the TUI can route an
SCA/decline to the portal. Re-add the tier catalog to _serialize_subscription_state
(price pre-formatted) for the picker. All four are pool-routed (_LONG_HANDLERS) —
preview + upgrade hit Stripe and must not stall the main stdin loop.

* feat(billing): in-terminal subscription change flow (TUI)

/subscription is no longer deep-link-only: it drives the change in-terminal
against the V3 contract via the new gateway RPCs. The overlay is a state machine
overview → picker → confirm → result:
- picker lists the tier catalog with upgrade/downgrade hints (current + free
  excluded; free=cancel, on the overview);
- confirm shows the previewed effect — pay $X now (upgrade) / scheduled at date
  (downgrade) / cancel at period end / blocked-with-reason — then applies it;
- an upgrade's SCA/decline routes to the portal via the result screen's recovery
  link; resume/cancel/downgrade are chargeless.

Starting a NEW subscription still deep-links (needs a fresh card). insufficient_scope
points to /topup (the step-up stays there, not duplicated here). Adds the wire
types (tiers + preview/upgrade responses), widens the overlay ctx + screen state,
and threads onPatch. Render tests cover every screen.

* feat(billing): in-terminal step-up + clearer scheduled-change UX (TUI)

Two improvements to the /subscription overlay:

Step-up re-auth in place. When a mutation (preview/change/upgrade/resume) returns
insufficient_scope, route to a new 'stepup' screen that grants terminal billing
via billing.step_up and AUTO-REPLAYS the held action on grant — no bounce to
/topup. Scope routing is centralized in previewAndRoute/applyPendingAndRoute/
resumeAndRoute (shared by the picker, confirm, overview + the step-up replay). The
browser opens via the shared global verification handler; copy never leaks the raw
billing:manage scope.

Make a scheduled change unmissable. A downgrade/cancel was one buried warn line
that read as 'nothing happened'. Now the overview leads with a banner
(⏳ Scheduled change · Ultra ──▶ Plus · <date> · you keep Ultra until then), the
status line echoes the transition (Plan: Ultra → Plus), 'Keep <tier> (undo)' is
promoted to the first olive action, the result screen says 'your plan doesn't
change today', and confirm gets a charged-now / scheduled chip.

* feat(billing): full in-terminal subscription change flow in the classic CLI

Bring the CLI to parity with the TUI overlay — /subscription is no longer
deep-link-only. A paid admin/owner gets picker → preview → confirm → apply,
mirroring the /topup buy flow's modal idioms:
- _subscription_change_menu (change / undo-or-cancel / manage-on-portal),
- _subscription_pick_tier (catalog with upgrade/downgrade hints),
- _subscription_preview_and_confirm (POST /preview → effect-aware confirm),
- _subscription_apply (schedule / cancel / resume chargeless; upgrade charges
  the sub's card, SCA/decline → portal),
- _subscription_handle_scope_required (insufficient_scope → step_up_nous_billing_scope
  inline, then replays the held preview/mutation — reusing the upgrade idempotency key).

Also the scheduled-change UX fix: the overview leads with a prominent banner
(⏳ Scheduled change · Super ──▶ Plus · <date> · you keep Super until then) and the
status line echoes the transition, matching the TUI. Members / non-interactive /
free still deep-link. Tests drive every branch via a mocked modal + nous_billing.

* fix(billing): close TUI subscription money-path holes (ultracode review)

- Un-consented charge (P1): the step-up now HOLDS at a 'granted' phase requiring
  an explicit Continue, and an abortedRef gates the grant's late .then — a cancel
  during the browser flow can no longer replay the held upgrade + charge.
- Missing idempotency key (P2): mint it when building an upgrade 'pending' so it
  rides into confirm AND the step-up replay (was always undefined → gateway minted
  a fresh key per call, defeating dedup).
- Navigate-away re-charge (P2): confirm 'back' is guarded by submittingRef while an
  apply is in flight.
- Ambiguous charge (P2): a transport-null upgrade is reported as 'may or may not
  have charged — re-check', never a flat failure that invites a blind retry.
- Typed step-up denial (P2): requestRemoteSpending returns {granted,error,message};
  the screen maps session_revoked / remote_spending_revoked / rate_limited to the
  right recovery instead of always 'an admin must allow it'.

* fix(billing): close CLI subscription money-path holes (ultracode review)

- Bounded step-up (P2): bust the 30s token cache after a grant (it held the
  pre-grant unscoped token; _request only busts on 401, not 403) and replay ONCE
  with allow_stepup=False so a still-denied scope can't re-prompt/re-open in a loop.
- Stray-keystroke charge (P3→near-P2): the upgrade confirm defaults to 'Go back',
  not 'Pay ' — a bare Enter can't move money.
- Fail-open on unknown effect (P3→near-P2): an unrecognized preview effect now
  fails SAFE (portal hand-off) instead of scheduling a real PUT.
- 'cancel' word collision (P3): the Close row uses value 'close' so typing 'cancel'
  can't hit it and falsely report 'Cancelled'.
- blocked effect re-offers the portal; undo is promoted to the first row when a
  change is pending (TUI parity).

* fix(billing): guard the step-up resume against double-fire (2nd ultracode pass, BUG A)

The P1 fix split the auto-replay into a user-triggered resume() on the granted
screen, where the default row is the charging action — but resume() had no
re-entrancy guard, so a double-Enter fired two replays (the upgrade dedups on the
shared key, but schedule/cancel/resume replays carry none → duplicate PUT/DELETEs).
Mirror billingOverlay.resume(): flip to a 'resuming' phase + a resumingRef so it
fires at most once, and block 'back' once resuming (no re-mount → no second submit).

* fix(billing): CLI charge-route ambiguous-charge caveat (2nd ultracode pass, BUG B)

The TUI hardened upgradeResult(null) but the CLI charging route did not: a
transport/timeout/500 (or unknown 2xx status) on post_subscription_upgrade — after
NAS may have already prorated + charged — printed a flat failure, and a manual
re-run mints a FRESH idempotency key the server can't dedup → a real second charge.
Now the charge route reports 'your card may or may not have been charged — re-run
/subscription to check before trying again' and steers away from a blind retry
(the CLI can't persist the key across a command re-run). Also thread allow_stepup
through the preview→apply replay (BUG C.1) and route the requires_action/
payment_failed portal lines through _cprint for deterministic ordering.

* fix(billing): cap the TUI step-up replay to avoid a resume-deadlock (final pass, R1)

The round-2 resume guard ('resuming' phase + resumingRef) could deadlock: on a
REPEAT insufficient_scope during the post-grant replay, the route helpers did
onPatch({screen:'stepup'}) — a no-op since we're already mounted on stepup (no key
→ no remount) — leaving phase='resuming'/resumingRef=true frozen on 'Applying your
change…'. Thread allowStepUp through previewAndRoute/applyPendingAndRoute/
resumeAndRoute; the resume() replay passes false, so a repeat scope denial surfaces
a 'still isn't enabled' result instead (mirrors the CLI's allow_stepup=False cap).
Also: applyPendingAndRoute(pending=null) now routes to overview, not a stranded
Promise.resolve().

* fix(billing): narrow the CLI ambiguous-charge catch to indeterminate outcomes (final pass, R2)

The round-2 fix caught EVERY non-scope BillingError as 'may or may not have been
charged' — but typed pre-charge rejections (BillingRateLimited 429, BillingSessionRevoked
401, BillingRemoteSpendingRevoked 403, role_required/no_payment_method 4xx) never
reached Stripe, so the ambiguity copy was wrong and dropped their real recovery hints.
Now route those to _subscription_render_error, and reserve the ambiguous copy for
genuinely indeterminate outcomes (network_error / endpoint_unavailable / status None /
5xx). Tests: rate-limit stays deterministic; a real transport failure stays ambiguous.

* feat(billing): card visibility + guided add-card path in /topup and /subscription

Consume the NAS card-resolver contract (card.resolvedVia + chargeability) across
both surfaces, degrading cleanly on today's NAS (fields absent → prior behavior):

- WHICH card: the payment lines render provenance — 'Visa ····4242 — the card on
  your subscription' (resolvedVia → label; unknown rung/older NAS → masked card +
  the old generic line). Link payment methods render the brand alone (last4 is
  empty — never 'Link ····').
- Presence at a glance: the /topup overview now shows 'Card: …' or 'No saved
  card on file' for the full-menu case, plus a warning when the resolver marks
  the card needs_repair (failing auto-reloads) on overview/buy/confirm.
- Add-card path: with no card on file, 'Add funds' becomes a guided screen —
  open the portal billing page, then 'I've added it — check again' re-fetches
  billing state and continues straight into the purchase (also recovers a
  transient display miss). Cards are never entered in-terminal.
- /subscription upgrade confirm names the exact card ('Visa ····4242 — the card
  on your subscription — will be charged'), best-effort via billing.state and
  only when the resolution rung matches what a subscription charge actually
  uses (subPin/customerDefault, mirroring Stripe's precedence); otherwise the
  generic line stands. Fail-soft: any lookup error keeps the generic line.
- Gateway serializes display/resolved_via/needs_repair; TUI ctx gains
  refreshState (topup) + fetchCard (subscription); new offline fixtures
  card-sub / card-repair.

Tests: TUI ctx mocks extended; CLI suites cover provenance + repair-warning
render, the Link guard, the add-card path (continue-after-recheck + abandon),
the sub-confirm card line, and keep the confirm-time lookup offline in tests.

* fix(billing): consume server canChangePlan, preserve distinct refusal codes, drop dead chargeability

- Parse canChangePlan verbatim from NAS payloads into BillingState and
  SubscriptionState; fall back to the legacy OWNER/ADMIN check only when the
  server omits the field (FINANCE_ADMIN stops being locked out where NAS
  authorizes it). Role model updated to the 5-role enum.
- Add the autoReload.card union (canonical | distinct | none) end-to-end:
  parse + gateway serialization, distinct carries payment_method_id/brand/last4
  with nullable display fields.
- stripe_unavailable (503, transient) and upgrade_cap_exceeded (429, daily cap)
  now survive to the wire as their own codes instead of collapsing into
  rate_limited; new exception types subclass BillingRateLimited so existing
  backoff call sites keep working.
- Remove card.chargeability / needs_repair parsing, serialization, fixtures and
  the cli warning blocks: NAS NousResearch#670 removed the field, so the repair path was
  permanently dead. The future card-health signal belongs to the NAS W1/W3 work.
- Tests: five-role fixtures, canChangePlan override/fallback, all three
  auto-reload card variants, 429-vs-503 code preservation end-to-end.

* feat(tui): render the full NAS billing refusal surface

- billingOverlay: divergence notice when auto-refill charges a distinct card
  (portal deep-link to reconcile); needs_repair warnings removed with the field.
- topup: explicit copy for consent_required, org_access_denied,
  upgrade_cap_exceeded, auto_top_up_disabled_failures and stripe_unavailable
  (honors retry_after); processing_error is an explicit charge-failure case;
  transport loss during charge polling now reads as an unconfirmed outcome
  (check balance before retrying), matching the revocation path.
- subscriptionOverlay: branch on upgrade reason, not status, so an SCA-needing
  upgrade routes to portal verification even while NAS pre-NousResearch#711 labels it
  payment_failed; after an upgrade, poll subscription state until the tier
  flips (bounded), rendering applying/still-applying rather than assuming
  immediacy.
- Capability-neutral refusal copy (owner, admin, or finance admin) replaces
  the stale org admin/owner wording.
- gatewayTypes: BillingAutoReload.card union added, needs_repair removed.

* docs(billing): client-side billing state and refusal lifecycle table

Enumerates, from the code, every billing.state shape and typed refusal the
gateway serves and the exact TUI copy + recovery each renders. Acceptance from
the billing-integration handoff: no NAS billing state or typed refusal falls
through to a generic toast; unknown codes still degrade to the default branch
that surfaces the server message.
jecruz pushed a commit that referenced this pull request Jul 29, 2026
* feat(tui): rename /billing slash command to /topup

Behavior-preserving rename of the /billing command surface to /topup.
Changes: billing.ts → topup.ts (export topupCommands, name 'topup', new
help string), registry.ts import+spread updated, billingOverlay.tsx
overview header 'Usage credits' → 'Top up credits', billingCommand.test.ts
→ topupCommand.test.ts with import/lookup/call updated. RPC method names
(billing.state, billing.charge, etc.) and component/symbol names unchanged.

* refactor(tui): extract overlay primitives to shared module

Lift MenuRow, ActionRow, footer, and barCells() out of billingOverlay.tsx
into overlayPrimitives.tsx so the upcoming subscriptionOverlay.tsx can
import them instead of duplicating. spendBar now calls barCells() —
output is byte-identical. Pure behavior-preserving refactor.

* feat(tui): add /subscription + /topup CTAs to /usage output

Every /usage render now ends with 'Run /subscription to change plan
· /topup to add credits' — both the healthy (with-calls) and depleted
(no-calls) paths. Strings-only change, no WS1 dependency.

* feat(tui): add subscription wire types

Add SubscriptionTierOption, SubscriptionStateResponse, and
SubscriptionManageLinkResponse to gatewayTypes.ts. Type-only — no
usages yet. Mirrors the BillingStateResponse conventions (snake_case,
Decimals as strings) and reuses BillingErrorPayload for error mapping.

* feat(gateway): add subscription.state + subscription.manage_link RPCs

- agent/subscription_view.py: SubscriptionState dataclass + fail-open
  build_subscription_state() (mirrors billing_view pattern) +
  get_subscription_manage_link() for the Stripe deep-link.
- hermes_cli/nous_billing.py: get_subscription_state() +
  post_subscription_manage_link() HTTP helpers for the two NAS endpoints
  (WS1 Phase A/C). The manage-link endpoint raises BillingScopeRequired
  when Remote-Spending is missing (Phase 4 step-up trigger).
- tui_gateway/server.py: _serialize_subscription_state() +
  subscription.state RPC (fail-open) + subscription.manage_link RPC
  (returns {ok,kind,url} or typed error envelope via
  _serialize_billing_error). NOT added to _LONG_HANDLERS — synchronous
  HTTP round-trip, not a device flow.

* feat(tui): add subscription overlay state types + store slot

Add SubscriptionScreen, SubscriptionOverlayCtx, SubscriptionOverlayState
to interfaces.ts and a 'subscription' slot to OverlayState. Wire it into
overlayStore.ts (buildOverlayState + $isBlocked). NOT added to
resetFlowOverlays preserve list — flow-scoped like billing, drops on
turn end.

* feat(tui): build SubscriptionOverlay — overview + confirm + handoff

Pure-render Ink component mirroring billingOverlay.tsx's structure.
Overview screen covers all 5 states (free-upgradeable, mid-tier,
top-tier, not-admin, downgrade-pending) + dunning. Confirm screen is
y/n deep-link to Stripe (NO in-terminal charge). Handoff is the
transient 'Opening Stripe' screen. Imports shared primitives from
overlayPrimitives.tsx. 8 render tests via renderSync covering every
state.

* feat(tui): add /subscription command + overlay wiring

- subscription.ts: SubscriptionOverlayCtx closure (openManageLink,
  refreshState, requestRemoteSpending) + run handler that fetches
  subscription.state and opens the overlay. Alias /upgrade.
- registry.ts: spread subscriptionCommands into SLASH_COMMANDS.
- appOverlays.tsx: render SubscriptionOverlay when overlay.subscription set.
- useInputHandlers.ts: Esc closes subscription overlay; promptOverlay OR
  includes subscription so input is intercepted while open.
- subscriptionCommand.test.ts: 4 tests (fetch+open, logged-out sys line,
  /upgrade alias, /subscription resolves).

* fix(tui/subscription): stop saying Stripe in deep-link copy + fix manage link kind type

Replace all user-facing 'Stripe' mentions in the /subscription overlay and
sys messages with 'your subscription page' — the deep-link target is NAS's
own /manage-subscription page, not the Stripe hosted portal. Stripe only
legitimately appears later at actual Checkout. Also add 'manage' to the
SubscriptionManageLinkResponse.kind union (NAS emits kind:'manage'; was
previously missing from the TypeScript type causing silent narrowing errors).

* feat(tui/subscription): render cancellation-scheduled note with headline precedence

Parse cancelAtPeriodEnd + cancellationEffectiveAt from the NAS contract
(camelCase) in the agent parser (_parse_current), emit cancel_at_period_end
+ cancellation_effective_at from the gateway serializer, extend the
SubscriptionStateResponse type, and render a warn note in OverviewScreen:
'Cancels on {date} — your plan stays active until then.'

Headline precedence when multiple flags co-occur:
  past-due > cancel-scheduled > downgrade-pending > active
The downgradeNote guard is tightened to suppress when cancel is scheduled,
so at most one status line renders at a time.

* feat(tui/subscription): team-context screen — redirect to /topup for team orgs

Parse the NAS context:'personal'|'team' field (defaults to 'personal' for
unknown/missing values), emit it on the gateway wire, add it to
SubscriptionStateResponse. When context is 'team', SubscriptionOverlay
renders a dedicated read-only screen instead of the tier picker:

  'This terminal is connected to {org_name}. Teams run on shared
   credits — use /topup to add funds. Personal subscriptions live
   on your personal account.'

The screen closes on Enter or Esc. The personal/tier-picker path is
unchanged.

* fix(subscription): drop manage-link gateway RPC, build URL locally

The NAS POST /api/billing/subscription/manage-link endpoint was dropped
(it added no server work — the target is the static /manage-subscription
page, not a Stripe-minted secret). Build the URL client-side instead:
{portal_base}/manage-subscription?org_id=<org.id>.

- Remove subscription.manage_link gateway RPC (server.py)
- Remove get_subscription_manage_link helper (subscription_view.py)
- Remove post_subscription_manage_link (nous_billing.py)
- Remove SubscriptionManageLinkResponse type (gatewayTypes.ts)
- Add org_id to SubscriptionState + wire through serializer + TS type
- openManageLink() builds the URL locally via buildManageUrl(), opens
  it with the existing openExternalUrl(), no gateway round-trip
- Drop targetTierId param from openManageLink (v1 sends everyone to
  /manage-subscription; no tier deep-link needed)
- Fix stale test expectations (Stripe copy → subscription page copy)

* chore(subscription): drop unused format_money import

* feat(cli): /subscription + /upgrade, /billing→/topup rename, /usage CTAs

Add the classic-CLI half of the terminal billing surface to match the TUI:
- /subscription (alias /upgrade) command + /topup (renamed /billing, keeps
  'billing' as a back-compat alias) in the command registry.
- Drop the stale 'billing' entry from _SLACK_VIA_HERMES_ONLY (now cli_only).

* feat(subscription): CLI /subscription handler, drop dunning, current:null no-plan

- CLI _show_subscription mirrors the TUI overlay (plan read + tier list + usage
  bar + browser deep-link via subscription_manage_url); credits render as counts.
- Adapt to the updated NAS read contract: remove is_past_due/dunning everywhere
  (a card-failing subscriber returns as a normal plan now), and treat no-plan as
  current:null (parser returns None) rather than an all-null object.
- HERMES_DEV_SUBSCRIPTION_FIXTURE env-driven fixtures + ui-tui fixture harness
  drive every state (CLI + live TUI) with no portal.

Verified against handoff 2026-06-24_subscription-tui-handoff.md.

* feat(billing): CF-4 Remote-Spending revoked-terminal UX (NAS PR #481)

Wire the Remote-Spending gate denial contract end to end:
- nous_billing: BillingRemoteSpendingRevoked (403 remote_spending_revoked →
  reconnect) + BillingSessionRevoked (401 session_revoked → re-login), distinct
  from insufficient_scope; capture actor/code/recovery; 503 stays transient.
- gateway _serialize_billing_error threads the new typed kinds + actor/code/
  recovery to the TUI.
- TUI renderBillingError: actor-aware revoke copy, kills the spend overlay
  immediately (no 15-min zombie button), handles session_revoked, the dual-
  emitted cli_billing_disabled/remote_spending_disabled, role_required,
  idempotency_conflict; poll treats a mid-poll revoke as ambiguous (check
  balance before retry), not a failure.
- CLI _billing_render_charge_error: same denial matrix, actor-aware copy.

Tests: gate-contract mapping + envelope (py) and revoke/session/disabled (TUI).
Per handoff 2026-06-24_remote-spending-TUI-contract-handoff.md.

* refactor(subscription): remove dead step-up scaffolding from /subscription

/subscription only opens a browser deep-link to manage-subscription — that needs
no billing scope, so it can never hit insufficient_scope. Drop the never-fired
'stepup' screen type, requestRemoteSpending ctx fn, and resumeScreen bookkeeping
(leftovers from a superseded plan). The resumable step-up lives on /topup, where
the charge actually gets gated.

* feat(tui/topup): resumable 'Allow Remote Spending' step-up on the charge path

Phase 4: when a charge returns insufficient_scope, the /topup modal no longer
tears down with a 'run /billing again' ConfirmReq. Instead it stays MOUNTED and
switches to a step-up screen:
- charge() is now awaitable, returning a discriminated outcome (submitted |
  needs_remote_spending | error) so the overlay can route without closing.
- StepUpScreen: 'Allow Remote Spending' → await the device-flow grant (browser
  opens via the existing out-of-band billing.step_up.verification event) →
  replay the held charge (pendingCharge.amount) and settle, with no command
  re-run. Never surfaces the raw billing:manage scope.
- armStepUp's fire-and-forget ConfirmReq replaced by requestRemoteSpending();
  the leaky 'billing:manage' / 'Re-authorize' / 'run /billing again' copy is gone.

Tests: charge-outcome routing, step-up grant/deny, and a render test asserting
the step-up copy holds the amount and never leaks billing:manage.
Per handoff 2026-06-24_remote-spending-TUI-contract-handoff.md §2 (Grady #6).

* feat(billing): shared dollar usage model + two-bar view (drop "credits")

Single source of truth for the /usage and /subscription usage bars across
TUI + CLI. Reads the NAS account-info dollar fields (subscription/top-up/total
remaining, monthly allowance, renewal) and produces a surface-agnostic model:
two full-resolution bars (plan allowance + purchased top-up), a status
classification (free | healthy | low | depleted), and a human renewal date.

- agent/billing_usage.py: UsageModel/UsageBar, usage_model_from_account
  (fail-open), build_usage_model (HERMES_DEV_CREDITS_FIXTURE-aware),
  format_renews (ISO -> "Jul 24, 2026", Windows-safe), $5 low-balance threshold.
- tui_gateway/server.py: _serialize_usage_model/_serialize_usage_bar, a
  usage.bars RPC, and the model embedded into subscription.state so the overlay
  renders the same bars from its single fetch.
- Dollars only, never "credits"; two separate bars (not a crammed
  three-segment one) for legibility at terminal widths.
- tests/agent/test_billing_usage.py: status classification, bar math
  (clamp/over-cap), NaN/Inf rejection, fail-open invariants.

* feat(tui): dollar usage bars on /usage + /subscription, drop tier picker

Render the shared two-bar dollar model in both overlays; strip "credits" and
the in-terminal tier selection per UX feedback.

- overlayPrimitives.tsx: UsageBars (themed plan/top-up bars — gold allowance,
  green top-up) + usageBarsText for the /usage panel. Plan name labels the
  bar; "$X left of $Y · N% used" (disambiguated so the % matches); top-up
  "never expires".
- subscriptionOverlay.tsx: status line dedupes ($X left once; bar carries the
  breakdown), human renewal date, state-matched nudges (free upsell / <$5
  low alert) with box-safe ASCII markers (! / >) instead of the width-unstable
  emoji that broke the border. Tier picker removed — overview shows usage +
  plan, then "Manage on portal" / "Close" (free users get "Start a
  subscription"). No "credits" anywhere.
- session.ts: /usage renders the dollar bars + balance summary, falling back
  to the legacy credits lines only when the model is unavailable; CTA reworded.
- gatewayTypes.ts: UsageModelData/UsageBarData wire types + usage on
  SessionUsageResponse/SubscriptionStateResponse.
- Tests updated to the new contract (no "credits", "left of", dedup, markers).

* feat(cli): mirror dollar usage bars on /usage + /subscription

CLI parity with the TUI billing rework, from the same shared usage model.

- _print_nous_credits_block (/usage) and _subscription_overview render the
  two-bar dollar view (plan name on the bar, "$X left of $Y · N% used",
  top-up "never expires", total spendable) instead of the credits-worded block.
- Dollars only — dropped the tier catalog (no more "$N/mo (… credits)") and
  every user-facing "credits"; team copy says "shared balance".
- Human renewal date via the shared format_renews; status line dedupes the
  "$X left"; free upsell + <$5 low alert with ASCII markers.
- /subscription manage modal no longer dumps the raw manage-subscription URL
  in its detail — the [1] Open / [2] Copy link / [3] Cancel options carry it.
  Title is "Manage your subscription" (no in-terminal plan change). The raw URL
  stays only in the non-interactive / not-admin fallbacks, which have no menu.
- /usage token-usage panel (model, tokens, cost, context) left untouched.

* feat(billing): embed dollar usage model into billing.state for /topup

The /topup overview renders the same two-bar dollar usage (plan + top-up) as
/usage and /subscription. Embed the shared usage model into the billing.state
RPC payload (mirrors subscription.state) so the overlay gets the bars from its
single fetch, and add the `usage` field to BillingStateResponse.

* feat(tui/topup): reorder overview + in-flight reauth with press-Enter resume

Reworks the /topup overlay per the Jun 19 review and the no-preflight decision.

Overview:
- Balance leads in the title ("Top up · balance $X"); the shared two-bar dollar
  usage (plan + top-up) renders below. Dropped the old monthly-cap spend bar.
- "Add funds" is the first action (was "Buy credits"); auto-reload / monthly
  limit / manage-on-portal follow. Dollars only — no "credits" anywhere.
- No "Enable terminal billing" menu item and NO scope preflight: whether the
  terminal can charge is discovered reactively at pay time. (We deliberately do
  not read/refresh the OAuth token to gate UI.)

Step-up (reached only on a charge's insufficient_scope 403):
- New 4-phase flow that keeps the modal mounted: prompt (one-time-setup
  heads-up) → waiting (browser authorize) → granted (explicit "Press Enter to
  resume") → replay the held charge → settle. The press-Enter beat is the
  reassuring "you're back, finish your purchase" moment.
- Renamed user copy "Allow Remote Spending" → "Enable terminal billing"; never
  leaks the raw billing:manage scope (guarded by the render test).
- topup.ts error copy de-crufted to terminal-billing wording, emoji removed.

Tests: step-up prompt copy, the no-raw-scope invariant, and new overview tests
(balance-in-title, Add-funds-first, two-bar usage, no "credits").

* feat(cli/topup): mirror overview reorder + in-flight reauth resume

CLI parity with the TUI /topup rehaul, from the same shared usage model.

- _billing_overview: balance in the title, the two-bar dollar usage (plan name
  on the plan bar, top-up "never expires") in place of the old cap spend bar,
  "Add funds" first, dollars throughout — no "credits", no scope preflight.
- _billing_handle_scope_required: now takes the held amount + idempotency key
  and runs the in-flight flow — "Enable terminal billing" → browser device-flow
  → re-check the org kill-switch → press-Enter to resume → replay the held
  charge (reusing the key so a double-submit collapses to one). Stops leaking
  the raw billing:manage scope.
- Charge-error + buy/auto-reload copy de-crufted to terminal-billing/dollars.
- Tests updated to the new overview + buy copy.

* fix(billing): guard non-JSON 2xx responses in the billing HTTP client

A 2xx response with a non-JSON body — e.g. a reverse-proxy / SPA fallback HTML
page served when a billing route isn't actually mounted on a deployment — hit
json.loads() on the success path of _request() and raised a raw
json.JSONDecodeError. That escaped the typed-BillingError contract, so callers'
`except BillingError` missed it and fell through to a generic fail-open that
rendered as a misleading "not logged in" (observed when /api/billing/subscription
was briefly unshipped on staging: 200 text/html, x-matched-path /[...notFound]).

Now a non-JSON 2xx body raises a typed BillingError(error="endpoint_unavailable")
so surfaces degrade gracefully ("could not load …") instead of crashing or
mislabeling a valid session as logged-out. The 4xx/5xx path already guarded its
.json(); this closes the same hole on the success path.

Test: tests/hermes_cli/test_nous_billing_request.py — non-JSON 2xx → typed
error (not JSONDecodeError, not BillingAuthError), empty body → {}, valid JSON
parses.

* feat(billing/dev): add HERMES_DEV_BILLING_FIXTURE for offline card/scope testing

build_billing_state short-circuits to a fixture when HERMES_DEV_BILLING_FIXTURE
is set (mirrors HERMES_DEV_CREDITS_FIXTURE for the usage model). States:
nocard | card | card-autoreload | notadmin | billing-off | logged-out — so the
card-on-file gate, admin role, and kill-switch paths are exercisable offline
without a live portal. Env-var gated; returns None when unset (no prod leak).

Adds 8 behavior tests asserting the card/admin/billing-on contract per state.

* refactor(billing): fold /credits into /topup

/credits is redundant now that /topup shows the dollar balance + portal handoff.
Make 'credits' (and 'billing') aliases of /topup so typing /credits still works,
resolving to topup everywhere (CLI, gateway, Slack, TUI, autocomplete, help).

Remove the standalone /credits surface across 6 places:
- CLI _show_credits handler + dispatch
- gateway _handle_credits_command -> renamed _handle_topup_command, copy softened
  to 'Manage billing on the portal' (the messaging billing surface; /topup is now
  gateway-available so messaging keeps billing — credits was the only one before)
- TUI commands/credits.ts + creditsCommand.test.ts (deleted), registry entry
- tui_gateway credits.view RPC + the CreditsViewResponse type
- Slack _SLACK_VIA_HERMES_ONLY: credits -> topup

Sweep user-facing /credits -> /topup (usage-block hint, depletion notice) and
stale doc-comments. OpenRouter's /credits endpoint URL left untouched. Tests
updated (test_credits_folds_into_topup) or pruned for the removed symbols.

* fix(billing): card-on-file heads-up, no-card portal gate, /usage bar ordering, modal glyph

In-terminal charge (POST /charge against the org's server-held card, no card ref
leaves the client):
- card present: confirm screen shows 'Your card saved on the portal will be
  charged' + a 'Manage on portal' escape option (CLI); heads-up line (TUI)
- no card on file: /topup overview + buy flow detect it and route to the portal
  to add a card, instead of offering a charge that 403s no_payment_method

/usage bar ordering: route the dollar block through _cprint consistently. The
Plan: line (_cprint) and the bar (raw print) flushed to different buffers under
patch_stdout and interleaved nondeterministically; now Plan: -> bar -> status/CTA
is stable across all states.

Modal glyph: strip the leading emoji from bordered _prompt_text_input_modal
titles — it measures 1 char but renders 2 columns, shifting the box's right
border (the stray '|'). Includes the f-string 'Pay $X?' title.

Small /credits -> /topup string bits in cli.py ride along with the surrounding
charge edits (the fold lives in the sibling refactor commit).

* refactor(billing): apply safe simplify-pass fixes

Three low-risk cleanups from a parallel simplify review (reuse/quality/efficiency):
- dev fixture portal URL: reuse the prod host (was drifted to staging-* — a real
  mismatch vs subscription_view's _DEV_FIXTURE_PORTAL)
- TUI billingOverlay choose(): collapse two byte-identical branches (needsCard +
  the not-full else both = portal-or-close at index 0) into one tail; the only
  divergent path (full && !needsCard → buy/auto/limit) stays explicit
- /topup overview comment: correct the stale 'buy_flow detects no_payment_method'
  note (the overview's no-card gate fires first, so reaching Add funds implies a
  card on file)

Skipped (judgment): the orphaned CreditsView.depleted field (harmless, on a live
dataclass), the defensive card gates in _billing_buy_flow/_confirm_and_charge
(cheap correct defense on the money path), and folding the no-card handoff into a
shared helper (touches 4 money-path sites for tidiness — not worth the risk here).

* fix(billing): reactive charge gating — drop card preflight, react to 403 (scope→reauth, no-card→portal)

* refactor(billing): drop the /credits alias entirely

The /credits fold made it an alias of /topup; now remove that too. Typing
/credits is an unknown command, not a silent redirect — billing lives only on
/topup (with /billing kept as the old command's back-compat name). Dropped the
alias from the registry CommandDef and the TUI topup.ts; updated the test to
assert /credits resolves to nothing (no command, no alias).

* docs(billing): fix stale comment in _billing_overview — describe reactive no-card path

The comment still described the removed overview-level card gate ('no-card case
handled above'). Corrected to: the buy flow reacts to the server's
no_payment_method 403 and hands off to the portal at charge time (no preflight).

* refactor(billing): simplify-pass — share usage-payload helper, drop dead bar wire fields + redundant admin gate

* refactor(billing): drop the /billing alias too — /topup is the only billing command

Following /credits removal, retire the old /billing name as well. /topup now has
NO aliases — both /credits and /billing are unknown commands. Dropped the alias
from the registry CommandDef and TUI topup.ts; fixed the one live user-facing
straggler (the not-logged-in message said 'then /billing' → /topup) and the
_show_billing docstring/default-arg references. Test asserts /topup carries no
aliases and neither old name resolves.

* fix(billing): code-review fixes — money-path + parity bugs

Money path (TUI):
- auto-reload "Turn off" now echoes current threshold/top_up_amount so the
  PATCH succeeds (was sending {enabled:false} → invalid_request → stayed ON)
- charge poll honors the 5-min cap on the 429/503 throttle branch too (was
  rescheduling forever); cap folded into one timedOut() helper
- step-up resume reacts to the replay outcome instead of unconditionally
  closing on a reassuring line with no charge made
- synchronous submit guard on Confirm so two key events can't double-charge

Gateway:
- billing.step_up routes typed errors through _serialize_billing_error (was a
  raw {error:'error'} dict → generic copy for session_revoked)
- billing.state / subscription.state / usage.bars / session.usage moved to
  _LONG_HANDLERS (blocking portal HTTP no longer stalls the main stdin loop)

CLI:
- _billing_render_charge_error handles insufficient_scope without leaking the
  raw billing:manage scope name on a post-grant replay re-raise

Python model:
- subscription_view tier parse None-coalesces tierOrder/dollarsPerMonth so a
  free tier's 0 survives ($0, not "—"; correct sort order)

TUI parity/robustness:
- /usage shows formatted renews_display, not raw ISO renews_at
- subscription overview guards a null pending_downgrade_at (was "on null.")
- subscription overview surfaces a message instead of silently closing when
  portal_url is missing
- buildManageUrl wraps new URL() so a malformed portal_url can't throw out of
  the Ink key handler

* fix(billing): cross-surface bar direction, formatted cancel/downgrade dates, Slack alias gating

- CLI plan bar now fills by REMAINING (fuel-gauge), matching the shared model's
  fill_fraction, the top-up bar, and the TUI — same account renders identically
  on both surfaces (#8)
- subscription serializer emits cancellation_effective_display /
  pending_downgrade_display (format_renews); TUI shows 'Jul 1, 2026' not raw ISO (#14b)
- _SLACK_VIA_HERMES_ONLY now includes the 'billing' alias so it follows its
  canonical /topup via /hermes instead of leaking a native Slack slot (#9)

* fix(billing): thread idempotency key through the TUI step-up replay (#2)

Mint a stable idempotency key when the purchase amount is chosen; it rides
pendingCharge into both the Confirm charge and the post-grant step-up replay,
so a retried charge dedups server-side (the gateway already echoes the key).
A fresh amount selection gets a fresh key. Combined with the sync submit guard,
a double-submit now collapses to one charge.

* refactor(billing): remove dead /subscription tier-picker scaffolding (#18)

The in-terminal plan picker was cut (deep-link only), leaving a whole unreached
state machine. Removed end-to-end:
- TUI: ConfirmScreen, HandoffScreen, the 'confirm'/'handoff' screen types,
  pendingTargetTierId, and the now-dead onPatch threading (collapsed the dispatch
  to a single overview screen + folded the duplicate Box wrapper)
- gateway: the tiers serialization + SubscriptionTierOption wire type
- model: SubscriptionTier, _parse_tier, _coalesce, _dev_tiers and the tiers field
  (never displayed on either surface, so this supersedes the tier-parse fix)
- tests: dropped the confirm/handoff/tier-passthrough tests; slimmed the overview
  render tests

Net: a large dead-code cull (no behavior change — the picker never ran).

* test(billing): parametrize usage-model tests; drop dead is_low/is_free props

Collapse the fail-open + status-classification cases into parametrized tables
(same coverage, ~80 fewer lines) and remove the now-unused UsageModel.is_low /
is_free properties (only a test pinned them).

* fix(billing): revert dead 'billing' Slack-via-hermes entry — the alias was dropped

#9 was based on a stale review diff: /billing is no longer an alias of /topup
(dropped earlier), so routing it via /hermes filtered a name that doesn't exist.

* test(billing): cull redundant TUI billing tests (parametrize, merge dupes)

usageCommand: collapse 3 CTA tests into one + a panel helper.
billingStepUp: merge the two step-up render asserts.
topupCommand: parametrize requestRemoteSpending + the revoked-actor pair, drop
the redundant happy-path-submitted test. Money-path + error-mapping coverage
preserved.

* refactor(billing): extract _usage_bar_lines — one source of truth for the CLI bars

The plan + top-up bar format was copy-pasted across _print_nous_credits_block,
_subscription_overview, and _billing_overview. Extract a helper returning the
ready-to-print lines; each caller keeps its own print fn (the _cprint-ordering
constraint stays) and resolves its plan-name label. Centralizes the format so
the three surfaces can't drift.

* feat(billing): NAS V3 subscription-change HTTP client wrappers

Add the four write-side wrappers for the V3 subscription contract to nous_billing,
each a thin _request() call (reusing auth, JSON, 401-retry, typed errors):
- post_subscription_preview      → POST  /subscription/preview      (chargeless quote)
- put_subscription_pending_change→ PUT   /subscription/pending-change (downgrade/cancel)
- delete_subscription_pending_change → DELETE .../pending-change      (resume/undo)
- post_subscription_upgrade      → POST  /subscription/upgrade        (the money route)

pending-change takes a discriminated body (tier_change | cancellation); upgrade
requires an Idempotency-Key (mandatory, validated client-side before any I/O).
Tests assert the exact method/path/body/header each wrapper puts on the wire.

* feat(billing): subscription tier catalog + change-preview models

Reinstate the catalog the in-terminal picker needs (was culled when /subscription
was deep-link-only): SubscriptionTier + SubscriptionState.tiers + _parse_tier, with
_coalesce so the free tier's 0 tierOrder/price survives a falsy-or. Parse the
catalog from GET /subscription's tiers and seed _dev_tiers into every fixture.

Add SubscriptionChangePreview + subscription_change_preview_from_payload for the
POST /preview quote (effect/amountDueNowCents/effectiveAt/reason + tier delta); a
malformed/missing effect fails safe to 'blocked' so a bad quote never reads as a
charge. Module docstring updated: the overlay is no longer deep-link-only.

* feat(billing): gateway RPCs for the V3 subscription change flow

Add subscription.preview / .change / .resume / .upgrade RPCs, each wrapping its
nous_billing call and reusing _serialize_billing_error for the typed envelope
(so a 403 still drives the device step-up). upgrade mints + echoes the
idempotency key and surfaces status + recovery_url so the TUI can route an
SCA/decline to the portal. Re-add the tier catalog to _serialize_subscription_state
(price pre-formatted) for the picker. All four are pool-routed (_LONG_HANDLERS) —
preview + upgrade hit Stripe and must not stall the main stdin loop.

* feat(billing): in-terminal subscription change flow (TUI)

/subscription is no longer deep-link-only: it drives the change in-terminal
against the V3 contract via the new gateway RPCs. The overlay is a state machine
overview → picker → confirm → result:
- picker lists the tier catalog with upgrade/downgrade hints (current + free
  excluded; free=cancel, on the overview);
- confirm shows the previewed effect — pay $X now (upgrade) / scheduled at date
  (downgrade) / cancel at period end / blocked-with-reason — then applies it;
- an upgrade's SCA/decline routes to the portal via the result screen's recovery
  link; resume/cancel/downgrade are chargeless.

Starting a NEW subscription still deep-links (needs a fresh card). insufficient_scope
points to /topup (the step-up stays there, not duplicated here). Adds the wire
types (tiers + preview/upgrade responses), widens the overlay ctx + screen state,
and threads onPatch. Render tests cover every screen.

* feat(billing): in-terminal step-up + clearer scheduled-change UX (TUI)

Two improvements to the /subscription overlay:

Step-up re-auth in place. When a mutation (preview/change/upgrade/resume) returns
insufficient_scope, route to a new 'stepup' screen that grants terminal billing
via billing.step_up and AUTO-REPLAYS the held action on grant — no bounce to
/topup. Scope routing is centralized in previewAndRoute/applyPendingAndRoute/
resumeAndRoute (shared by the picker, confirm, overview + the step-up replay). The
browser opens via the shared global verification handler; copy never leaks the raw
billing:manage scope.

Make a scheduled change unmissable. A downgrade/cancel was one buried warn line
that read as 'nothing happened'. Now the overview leads with a banner
(⏳ Scheduled change · Ultra ──▶ Plus · <date> · you keep Ultra until then), the
status line echoes the transition (Plan: Ultra → Plus), 'Keep <tier> (undo)' is
promoted to the first olive action, the result screen says 'your plan doesn't
change today', and confirm gets a charged-now / scheduled chip.

* feat(billing): full in-terminal subscription change flow in the classic CLI

Bring the CLI to parity with the TUI overlay — /subscription is no longer
deep-link-only. A paid admin/owner gets picker → preview → confirm → apply,
mirroring the /topup buy flow's modal idioms:
- _subscription_change_menu (change / undo-or-cancel / manage-on-portal),
- _subscription_pick_tier (catalog with upgrade/downgrade hints),
- _subscription_preview_and_confirm (POST /preview → effect-aware confirm),
- _subscription_apply (schedule / cancel / resume chargeless; upgrade charges
  the sub's card, SCA/decline → portal),
- _subscription_handle_scope_required (insufficient_scope → step_up_nous_billing_scope
  inline, then replays the held preview/mutation — reusing the upgrade idempotency key).

Also the scheduled-change UX fix: the overview leads with a prominent banner
(⏳ Scheduled change · Super ──▶ Plus · <date> · you keep Super until then) and the
status line echoes the transition, matching the TUI. Members / non-interactive /
free still deep-link. Tests drive every branch via a mocked modal + nous_billing.

* fix(billing): close TUI subscription money-path holes (ultracode review)

- Un-consented charge (P1): the step-up now HOLDS at a 'granted' phase requiring
  an explicit Continue, and an abortedRef gates the grant's late .then — a cancel
  during the browser flow can no longer replay the held upgrade + charge.
- Missing idempotency key (P2): mint it when building an upgrade 'pending' so it
  rides into confirm AND the step-up replay (was always undefined → gateway minted
  a fresh key per call, defeating dedup).
- Navigate-away re-charge (P2): confirm 'back' is guarded by submittingRef while an
  apply is in flight.
- Ambiguous charge (P2): a transport-null upgrade is reported as 'may or may not
  have charged — re-check', never a flat failure that invites a blind retry.
- Typed step-up denial (P2): requestRemoteSpending returns {granted,error,message};
  the screen maps session_revoked / remote_spending_revoked / rate_limited to the
  right recovery instead of always 'an admin must allow it'.

* fix(billing): close CLI subscription money-path holes (ultracode review)

- Bounded step-up (P2): bust the 30s token cache after a grant (it held the
  pre-grant unscoped token; _request only busts on 401, not 403) and replay ONCE
  with allow_stepup=False so a still-denied scope can't re-prompt/re-open in a loop.
- Stray-keystroke charge (P3→near-P2): the upgrade confirm defaults to 'Go back',
  not 'Pay ' — a bare Enter can't move money.
- Fail-open on unknown effect (P3→near-P2): an unrecognized preview effect now
  fails SAFE (portal hand-off) instead of scheduling a real PUT.
- 'cancel' word collision (P3): the Close row uses value 'close' so typing 'cancel'
  can't hit it and falsely report 'Cancelled'.
- blocked effect re-offers the portal; undo is promoted to the first row when a
  change is pending (TUI parity).

* fix(billing): guard the step-up resume against double-fire (2nd ultracode pass, BUG A)

The P1 fix split the auto-replay into a user-triggered resume() on the granted
screen, where the default row is the charging action — but resume() had no
re-entrancy guard, so a double-Enter fired two replays (the upgrade dedups on the
shared key, but schedule/cancel/resume replays carry none → duplicate PUT/DELETEs).
Mirror billingOverlay.resume(): flip to a 'resuming' phase + a resumingRef so it
fires at most once, and block 'back' once resuming (no re-mount → no second submit).

* fix(billing): CLI charge-route ambiguous-charge caveat (2nd ultracode pass, BUG B)

The TUI hardened upgradeResult(null) but the CLI charging route did not: a
transport/timeout/500 (or unknown 2xx status) on post_subscription_upgrade — after
NAS may have already prorated + charged — printed a flat failure, and a manual
re-run mints a FRESH idempotency key the server can't dedup → a real second charge.
Now the charge route reports 'your card may or may not have been charged — re-run
/subscription to check before trying again' and steers away from a blind retry
(the CLI can't persist the key across a command re-run). Also thread allow_stepup
through the preview→apply replay (BUG C.1) and route the requires_action/
payment_failed portal lines through _cprint for deterministic ordering.

* fix(billing): cap the TUI step-up replay to avoid a resume-deadlock (final pass, R1)

The round-2 resume guard ('resuming' phase + resumingRef) could deadlock: on a
REPEAT insufficient_scope during the post-grant replay, the route helpers did
onPatch({screen:'stepup'}) — a no-op since we're already mounted on stepup (no key
→ no remount) — leaving phase='resuming'/resumingRef=true frozen on 'Applying your
change…'. Thread allowStepUp through previewAndRoute/applyPendingAndRoute/
resumeAndRoute; the resume() replay passes false, so a repeat scope denial surfaces
a 'still isn't enabled' result instead (mirrors the CLI's allow_stepup=False cap).
Also: applyPendingAndRoute(pending=null) now routes to overview, not a stranded
Promise.resolve().

* fix(billing): narrow the CLI ambiguous-charge catch to indeterminate outcomes (final pass, R2)

The round-2 fix caught EVERY non-scope BillingError as 'may or may not have been
charged' — but typed pre-charge rejections (BillingRateLimited 429, BillingSessionRevoked
401, BillingRemoteSpendingRevoked 403, role_required/no_payment_method 4xx) never
reached Stripe, so the ambiguity copy was wrong and dropped their real recovery hints.
Now route those to _subscription_render_error, and reserve the ambiguous copy for
genuinely indeterminate outcomes (network_error / endpoint_unavailable / status None /
5xx). Tests: rate-limit stays deterministic; a real transport failure stays ambiguous.

* feat(billing): card visibility + guided add-card path in /topup and /subscription

Consume the NAS card-resolver contract (card.resolvedVia + chargeability) across
both surfaces, degrading cleanly on today's NAS (fields absent → prior behavior):

- WHICH card: the payment lines render provenance — 'Visa ····4242 — the card on
  your subscription' (resolvedVia → label; unknown rung/older NAS → masked card +
  the old generic line). Link payment methods render the brand alone (last4 is
  empty — never 'Link ····').
- Presence at a glance: the /topup overview now shows 'Card: …' or 'No saved
  card on file' for the full-menu case, plus a warning when the resolver marks
  the card needs_repair (failing auto-reloads) on overview/buy/confirm.
- Add-card path: with no card on file, 'Add funds' becomes a guided screen —
  open the portal billing page, then 'I've added it — check again' re-fetches
  billing state and continues straight into the purchase (also recovers a
  transient display miss). Cards are never entered in-terminal.
- /subscription upgrade confirm names the exact card ('Visa ····4242 — the card
  on your subscription — will be charged'), best-effort via billing.state and
  only when the resolution rung matches what a subscription charge actually
  uses (subPin/customerDefault, mirroring Stripe's precedence); otherwise the
  generic line stands. Fail-soft: any lookup error keeps the generic line.
- Gateway serializes display/resolved_via/needs_repair; TUI ctx gains
  refreshState (topup) + fetchCard (subscription); new offline fixtures
  card-sub / card-repair.

Tests: TUI ctx mocks extended; CLI suites cover provenance + repair-warning
render, the Link guard, the add-card path (continue-after-recheck + abandon),
the sub-confirm card line, and keep the confirm-time lookup offline in tests.

* feat(desktop): add desktop-local billing wire types

* feat(desktop): billing gateway API client and refusal taxonomy

* feat(desktop): register billing settings tab with skeleton view

* feat(desktop): wire billing tab to live gateway reads with fail-open states

* feat(desktop): buy-credits charge flow with settlement poller

* fix(desktop): keep About last in settings nav, billing above it

* feat(desktop): auto-refill editing and billing step-up verification flow

* fix(desktop): clamp overdrawn subscription credits and pin USD symbol formatting

* fix(desktop): move billing next to notifications in settings nav

* feat(desktop): usage-bar state colors and dev fixture simulator

* feat(desktop): wide usage bars with top-up bar and refresh affordance

* fix(desktop): disable buy controls without a card, neutral tracks for bar-less usage rows

* polish(desktop): usage-grid alignment, tabular numerals, legible tracks and danger states

* polish(desktop): dithered empty and depleted usage-bar tracks per app bar idiom

* fix(billing): consume server canChangePlan, preserve distinct refusal codes, drop dead chargeability

- Parse canChangePlan verbatim from NAS payloads into BillingState and
  SubscriptionState; fall back to the legacy OWNER/ADMIN check only when the
  server omits the field (FINANCE_ADMIN stops being locked out where NAS
  authorizes it). Role model updated to the 5-role enum.
- Add the autoReload.card union (canonical | distinct | none) end-to-end:
  parse + gateway serialization, distinct carries payment_method_id/brand/last4
  with nullable display fields.
- stripe_unavailable (503, transient) and upgrade_cap_exceeded (429, daily cap)
  now survive to the wire as their own codes instead of collapsing into
  rate_limited; new exception types subclass BillingRateLimited so existing
  backoff call sites keep working.
- Remove card.chargeability / needs_repair parsing, serialization, fixtures and
  the cli warning blocks: NAS #670 removed the field, so the repair path was
  permanently dead. The future card-health signal belongs to the NAS W1/W3 work.
- Tests: five-role fixtures, canChangePlan override/fallback, all three
  auto-reload card variants, 429-vs-503 code preservation end-to-end.

* feat(tui): render the full NAS billing refusal surface

- billingOverlay: divergence notice when auto-refill charges a distinct card
  (portal deep-link to reconcile); needs_repair warnings removed with the field.
- topup: explicit copy for consent_required, org_access_denied,
  upgrade_cap_exceeded, auto_top_up_disabled_failures and stripe_unavailable
  (honors retry_after); processing_error is an explicit charge-failure case;
  transport loss during charge polling now reads as an unconfirmed outcome
  (check balance before retrying), matching the revocation path.
- subscriptionOverlay: branch on upgrade reason, not status, so an SCA-needing
  upgrade routes to portal verification even while NAS pre-#711 labels it
  payment_failed; after an upgrade, poll subscription state until the tier
  flips (bounded), rendering applying/still-applying rather than assuming
  immediacy.
- Capability-neutral refusal copy (owner, admin, or finance admin) replaces
  the stale org admin/owner wording.
- gatewayTypes: BillingAutoReload.card union added, needs_repair removed.

* refactor(shared): move terminal-billing wire types to @hermes/shared

The billing/subscription wire shapes (plus UsageBarData/UsageModelData,
which they reference) move verbatim from ui-tui/src/gatewayTypes.ts into
apps/shared/src/billing-types.ts so the desktop app can share the same
gateway contract. gatewayTypes.ts re-exports every moved name from the
new @hermes/shared/billing subpath, so no ui-tui consumer changes.

The subpath export keeps DOM-less ui-tui from pulling the barrel (whose
WebSocket helpers need the DOM lib). ui-tui also now declares its
@hermes/shared dependency explicitly instead of relying on workspace
hoisting.

* test(cli): pin nous_billing wire-layer status-to-exception mapping

The HTTP layer's error handling had zero coverage through _request:
only 2xx parsing and request shaping were tested, and the mapping cases
in test_remote_spending_gate_contract.py hit _raise_for_error directly.

Adds 19 tests driving _request via a monkeypatched urlopen: the
401-refresh-retry path (success, terminal plain/session_revoked,
idempotency-key preservation, base re-resolution), 403 variants through
the wire, 429/503 retry-after, non-JSON error bodies, 404/502
fallbacks, and URLError normalization.

Two behaviors are pinned as findings rather than fixed: a JSON-body
retryAfter hint is ignored unless the Retry-After header is present,
and a bare socket.timeout propagates uncaught (real urllib wraps
timeouts in URLError before this layer).

* fix(tui_gateway): delete dead credits.view RPC

The handler assigns into an undefined `usage` variable, so any call
would raise NameError (the except swallows the first hit, then the
return re-raises it uncaught). Nothing can reach it: the TUI command
registry removed /credits (pinned by test_credits_command_fully_removed)
and no client sends the RPC. The live credit view is
agent/account_usage.py::build_credits_view via the remote gateway's
/topup command, which is untouched.

* fix(cli): normalize read-phase timeouts to the typed billing error

urlopen wraps connect-phase timeouts in URLError (already mapped to
network_error), but a timeout during resp.read() raises a bare
TimeoutError that escaped the typed-BillingError contract and reached
callers as an unhandled exception. Catch it narrowly and normalize.
The boundary test now asserts normalization instead of documenting the
leak.

* fix(shared): stop typing mutation success payloads as error payloads

BillingMutationResponse.payload was declared BillingErrorPayload, but on
ok:true the gateway passes through the raw NAS success body (rail,
changeType, cancelAtPeriodEnd, ...). The TUI never reads it so nothing
broke, but the shared contract now feeds the desktop app too — widen the
field deliberately and document both shapes.

* feat(shared): typed billing refusal and charge-failure unions

- BillingRefusalCode covers every code the gateway serializes today, with a
  (string & {}) arm so unknown future codes (the NAS W3 card-health family)
  stay assignable — consumers keep their unknown-code fallback.
- ChargeFailureReason models the four NAS terminal reasons plus the raw
  subscription_payment_intent_requires_action code NAS leaks pre-#711.
- billing.state now carries the server-derived can_change_plan the gateway
  emits; capability comments updated (canChangePlan is capability-based, not
  an OWNER/ADMIN role gate).

* docs(billing): client-side billing state and refusal lifecycle table

Enumerates, from the code, every billing.state shape and typed refusal the
gateway serves and the exact TUI copy + recovery each renders. Acceptance from
the billing-integration handoff: no NAS billing state or typed refusal falls
through to a generic toast; unknown codes still degrade to the default branch
that surfaces the server message.

* refactor(desktop): consume @hermes/shared billing types, full refusal copy, divergence notice

- billing/types.ts becomes a re-export shim over @hermes/shared/billing (keeps
  the desktop-only bounds field via a local BillingAutoReload extension);
  needs_repair is gone with the shared type.
- resolveRefusal gains specific copy for consent_required, org_access_denied,
  upgrade_cap_exceeded, stripe_unavailable (transient, honors retry_after) and
  processing_error; BillingErrorKind now IS the shared BillingRefusalCode.
  Default fallback unchanged.
- Auto-refill row surfaces the distinct-card divergence: caption naming the
  charging card (or 'a different card' when brand/last4 are null) and a
  Reconcile portal deep-link instead of the inline edit form.
- Fixtures/tests updated for the required auto_reload.card union; new
  auto-refill-divergent dev fixture.

* fix(desktop): auto-refill-divergent fixture must be enabled to exercise the divergence row

* refactor(billing): explicit BillingTransient trait, drop broken credits.view, public token-cache invalidation

- BillingRateLimited / BillingStripeUnavailable / BillingUpgradeCapExceeded
  become siblings under a new BillingTransient trait (deterministic non-charge
  outcome, safe to retry) instead of the false is-a chain that made a Stripe
  outage 'a kind of rate limiting'. Catch sites that meant 'any deterministic
  pre-charge transient' now say so explicitly; the gateway serializer
  dispatches on the trait and emits the preserved raw code.
- Delete the credits.view RPC handler left broken by the /topup rename (its
  body referenced an undefined variable; no caller remains).
- invalidate_cached_token() replaces the CLI's reach into the private
  _token_cache global after a billing step-up.

* refactor(cli): extract CLIBillingMixin; charge gates follow the server capability

- Move the ~1,400-line billing/subscription handler family out of cli.py into
  hermes_cli/cli_billing_mixin.py, following the existing HermesCLI mixin
  pattern (lazy cli imports, verbatim bodies).
- can_charge and the CLI billing-action gates now route through
  can_change_plan (server capability with legacy role fallback) instead of the
  deprecated 3-role is_admin — a FINANCE_ADMIN the server authorizes can now
  add funds, matching the plan-change path.
- Render the spend bar from the UsageBar model's fill_fraction instead of the
  deleted _billing_spend_bar re-derivation; fix a stale docstring.

* refactor(tui): promote useMenu to overlay primitives, type pendingTierId end-to-end

- useMenu (arrow/number/Enter/Esc menu hook) moves to overlayPrimitives with
  an onKey escape hatch; billingOverlay's Overview and Limit screens drop
  their verbatim copies. BuyScreen keeps its bespoke handler (typing mode +
  stale-selection clamp don't fit the shared contract cleanly).
- SubscriptionResult carries pendingTierId directly; the shadow
  SubscriptionResultWithPending interface and the ResultScreen cast are gone,
  so the apply-poll field is type-tracked through finish().

* docs(billing): correct the CLI-parity row — the CLI has the full in-terminal change flow

* refactor(shared): move terminal-billing wire types to @hermes/shared

The billing/subscription wire shapes (plus UsageBarData/UsageModelData,
which they reference) move verbatim from ui-tui/src/gatewayTypes.ts into
apps/shared/src/billing-types.ts so the desktop app can share the same
gateway contract. gatewayTypes.ts re-exports every moved name from the
new @hermes/shared/billing subpath, so no ui-tui consumer changes.

The subpath export keeps DOM-less ui-tui from pulling the barrel (whose
WebSocket helpers need the DOM lib). ui-tui also now declares its
@hermes/shared dependency explicitly instead of relying on workspace
hoisting.

* test(cli): pin nous_billing wire-layer status-to-exception mapping

The HTTP layer's error handling had zero coverage through _request:
only 2xx parsing and request shaping were tested, and the mapping cases
in test_remote_spending_gate_contract.py hit _raise_for_error directly.

Adds 19 tests driving _request via a monkeypatched urlopen: the
401-refresh-retry path (success, terminal plain/session_revoked,
idempotency-key preservation, base re-resolution), 403 variants through
the wire, 429/503 retry-after, non-JSON error bodies, 404/502
fallbacks, and URLError normalization.

Two behaviors are pinned as findings rather than fixed: a JSON-body
retryAfter hint is ignored unless the Retry-After header is present,
and a bare socket.timeout propagates uncaught (real urllib wraps
timeouts in URLError before this layer).

* fix(cli): normalize read-phase timeouts to the typed billing error

urlopen wraps connect-phase timeouts in URLError (already mapped to
network_error), but a timeout during resp.read() raises a bare
TimeoutError that escaped the typed-BillingError contract and reached
callers as an unhandled exception. Catch it narrowly and normalize.
The boundary test now asserts normalization instead of documenting the
leak.

* fix(shared): stop typing mutation success payloads as error payloads

BillingMutationResponse.payload was declared BillingErrorPayload, but on
ok:true the gateway passes through the raw NAS success body (rail,
changeType, cancelAtPeriodEnd, ...). The TUI never reads it so nothing
broke, but the shared contract now feeds the desktop app too — widen the
field deliberately and document both shapes.

* feat(shared): typed billing refusal and charge-failure unions

- BillingRefusalCode covers every code the gateway serializes today, with a
  (string & {}) arm so unknown future codes (the NAS W3 card-health family)
  stay assignable — consumers keep their unknown-code fallback.
- ChargeFailureReason models the four NAS terminal reasons plus the raw
  subscription_payment_intent_requires_action code NAS leaks pre-#711.
- billing.state now carries the server-derived can_change_plan the gateway
  emits; capability comments updated (canChangePlan is capability-based, not
  an OWNER/ADMIN role gate).

* feat(shared): closed Known* halves for the refusal and charge-failure unions

- KnownBillingRefusalCode / KnownChargeFailureReason are closed literal sets,
  so classification tables, copy maps and tests can be Record-exhaustive and
  break at compile time when a code is added but not mapped. The wire types
  keep the (string & {}) open arm for unknown future codes.
- Add network_error (client-originated transport code the gateway already
  serializes) to the known set.
- Export the union types from the root barrel alongside the other billing
  names.

* feat(shared): canonical billing refusal policy and charge-settlement driver

- billing-policy.ts: one exhaustive Record<KnownBillingRefusalCode,
  BillingRefusalPolicy> classifying every known code (recovery kind,
  mid-poll ambiguity, idempotency-key reuse) with a documented unknown-code
  fallback. Surfaces keep their own copy; the behavior classification now
  has a single home that breaks the build when a new code goes unmapped.
- charge-settlement.ts: the settlement poll state machine (2s cadence,
  5-minute cap, bounded retry-after backoff, ambiguous-on-revocation) as a
  pure dependency-injected driver returning a discriminated outcome.
- The TUI's pollCharge becomes a thin renderer over the shared driver —
  byte-identical output, and the desktop poller can now share the same
  machine instead of a drifting copy.

* fix(desktop): real auto-reload bounds, shared refusal policy and settlement driver

- Delete the phantom BillingAutoReload.bounds plumbing: nothing ever populated
  it, so the auto-reload amount validation it fed was silently dead. The
  editor and validators now enforce the gateway's real top-level
  min_usd/max_usd (new test pins the $10 minimum actually rejecting), and
  types.ts collapses to a plain re-export shim over @hermes/shared/billing.
- Delete the test-only BillingRpcResponse envelope family; BillingResult is
  the one response model.
- Refusal copy speaks desktop: reconnect/sign-in route to Settings → Gateway
  instead of the TUI's /portal command; the dead processing_error refusal
  case is gone (it is a charge-failure reason, already rendered by the
  poller).
- Adopt @hermes/shared billing-policy + charge-settlement: the poll loop is
  the shared driver, revocation-ambiguity comes from the policy table
  (insufficient_scope mid-poll now counts, per the ruling), and all
  policy-retry codes back off during polling instead of failing hard.
  errors.test.ts is Record-exhaustive over KnownBillingRefusalCode again.

* refactor(shared): move terminal-billing wire types to @hermes/shared

The billing/subscription wire shapes (plus UsageBarData/UsageModelData,
which they reference) move verbatim from ui-tui/src/gatewayTypes.ts into
apps/shared/src/billing-types.ts so the desktop app can share the same
gateway contract. gatewayTypes.ts re-exports every moved name from the
new @hermes/shared/billing subpath, so no ui-tui consumer changes.

The subpath export keeps DOM-less ui-tui from pulling the barrel (whose
WebSocket helpers need the DOM lib). ui-tui also now declares its
@hermes/shared dependency explicitly instead of relying on workspace
hoisting.

* test(cli): pin nous_billing wire-layer status-to-exception mapping

The HTTP layer's error handling had zero coverage through _request:
only 2xx parsing and request shaping were tested, and the mapping cases
in test_remote_spending_gate_contract.py hit _raise_for_error directly.

Adds 19 tests driving _request via a monkeypatched urlopen: the
401-refresh-retry path (success, terminal plain/session_revoked,
idempotency-key preservation, base re-resolution), 403 variants through
the wire, 429/503 retry-after, non-JSON error bodies, 404/502
fallbacks, and URLError normalization.

Two behaviors are pinned as findings rather than fixed: a JSON-body
retryAfter hint is ignored unless the Retry-After header is present,
and a bare socket.timeout propagates uncaught (real urllib wraps
timeouts in URLError before this layer).

* fix(cli): normalize read-phase timeouts to the typed billing error

urlopen wraps connect-phase timeouts in URLError (already mapped to
network_error), but a timeout during resp.read() raises a bare
TimeoutError that escaped the typed-BillingError contract and reached
callers as an unhandled exception. Catch it narrowly and normalize.
The boundary test now asserts normalization instead of documenting the
leak.

* fix(shared): stop typing mutation success payloads as error payloads

BillingMutationResponse.payload was declared BillingErrorPayload, but on
ok:true the gateway passes through the raw NAS success body (rail,
changeType, cancelAtPeriodEnd, ...). The TUI never reads it so nothing
broke, but the shared contract now feeds the desktop app too — widen the
field deliberately and document both shapes.

* feat(shared): typed billing refusal and charge-failure unions

- BillingRefusalCode covers every code the gateway serializes today, with a
  (string & {}) arm so unknown future codes (the NAS W3 card-health family)
  stay assignable — consumers keep their unknown-code fallback.
- ChargeFailureReason models the four NAS terminal reasons plus the raw
  subscription_payment_intent_requires_action code NAS leaks pre-#711.
- billing.state now carries the server-derived can_change_plan the gateway
  emits; capability comments updated (canChangePlan is capability-based, not
  an OWNER/ADMIN role gate).

* feat(shared): closed Known* halves for the refusal and charge-failure unions

- KnownBillingRefusalCode / KnownChargeFailureReason are closed literal sets,
  so classification tables, copy maps and tests can be Record-exhaustive and
  break at compile time when a code is added but not mapped. The wire types
  keep the (string & {}) open arm for unknown future codes.
- Add network_error (client-originated transport code the gateway already
  serializes) to the known set.
- Export the union types from the root barrel alongside the other billing
  names.

* feat(shared): canonical billing refusal policy and charge-settlement driver

- billing-policy.ts: one exhaustive Record<KnownBillingRefusalCode,
  BillingRefusalPolicy> classifying every known code (recovery kind,
  mid-poll ambiguity, idempotency-key reuse) with a documented unknown-code
  fallback. Surfaces keep their own copy; the behavior classification now
  has a single home that breaks the build when a new code goes unmapped.
- charge-settlement.ts: the settlement poll state machine (2s cadence,
  5-minute cap, bounded retry-after backoff, ambiguous-on-revocation) as a
  pure dependency-injected driver returning a discriminated outcome.
- The TUI's pollCharge becomes a thin renderer over the shared driver —
  byte-identical output, and the desktop poller can now share the same
  machine instead of a drifting copy.

* refactor(shared): move terminal-billing wire types to @hermes/shared

The billing/subscription wire shapes (plus UsageBarData/UsageModelData,
which they reference) move verbatim from ui-tui/src/gatewayTypes.ts into
apps/shared/src/billing-types.ts so the desktop app can share the same
gateway contract. gatewayTypes.ts re-exports every moved name from the
new @hermes/shared/billing subpath, so no ui-tui consumer changes.

The subpath export keeps DOM-less ui-tui from pulling the barrel (whose
WebSocket helpers need the DOM lib). ui-tui also now declares its
@hermes/shared dependency explicitly instead of relying on workspace
hoisting.

* test(cli): pin nous_billing wire-layer status-to-exception mapping

The HTTP layer's error handling had zero coverage through _request:
only 2xx parsing and request shaping were tested, and the mapping cases
in test_remote_spending_gate_contract.py hit _raise_for_error directly.

Adds 19 tests driving _request via a monkeypatched urlopen: the
401-refresh-retry path (success, terminal plain/session_revoked,
idempotency-key preservation, base re-resolution), 403 variants through
the wire, 429/503 retry-after, non-JSON error bodies, 404/502
fallbacks, and URLError normalization.

Two behaviors are pinned as findings rather than fixed: a JSON-body
retryAfter hint is ignored unless the Retry-After header is present,
and a bare socket.timeout propagates uncaught (real urllib wraps
timeouts in URLError before this layer).

* fix(cli): normalize read-phase timeouts to the typed billing error

urlopen wraps connect-phase timeouts in URLError (already mapped to
network_error), but a timeout during resp.read() raises a bare
TimeoutError that escaped the typed-BillingError contract and reached
callers as an unhandled exception. Catch it narrowly and normalize.
The boundary test now asserts normalization instead of documenting the
leak.

* fix(shared): stop typing mutation success payloads as error payloads

BillingMutationResponse.payload was declared BillingErrorPayload, but on
ok:true the gateway passes through the raw NAS success body (rail,
changeType, cancelAtPeriodEnd, ...). The TUI never reads it so nothing
broke, but the shared contract now feeds the desktop app too — widen the
field deliberately and document both shapes.

* feat(shared): typed billing refusal and charge-failure unions

- BillingRefusalCode covers every code the gateway serializes today, with a
  (string & {}) arm so unknown future codes (the NAS W3 card-health family)
  stay assignable — consumers keep their unknown-code fallback.
- ChargeFailureReason models the four NAS terminal reasons plus the raw
  subscription_payment_intent_requires_action code NAS leaks pre-#711.
- billing.state now carries the server-derived can_change_plan the gateway
  emits; capability comments updated (canChangePlan is capability-based, not
  an OWNER/ADMIN role gate).

* feat(shared): closed Known* halves for the refusal and charge-failure unions

- KnownBillingRefusalCode / KnownChargeFailureReason are closed literal sets,
  so classification tables, copy maps and tests can be Record-exhaustive and
  break at compile time when a code is added but not mapped. The wire types
  keep the (string & {}) open arm for unknown future codes.
- Add network_error (client-originated transport code the gateway already
  serializes) to the known set.
- Export the union types from the root barrel alongside the other billing
  names.

* feat(shared): canonical billing refusal policy and charge-settlement driver

- billing-policy.ts: one exhaustive Record<KnownBillingRefusalCode,
  BillingRefusalPolicy> classifying every known code (recovery kind,
  mid-poll ambiguity, idempotency-key reuse) with a documented unknown-code
  fallback. Surfaces keep their own copy; the behavior classification now
  has a single home that breaks the build when a new code goes unmapped.
- charge-settlement.ts: the settlement poll state machine (2s cadence,
  5-minute cap, bounded retry-after backoff, ambiguous-on-revocation) as a
  pure dependency-injected driver returning a discriminated outcome.
- The TUI's pollCharge becomes a thin renderer over the shared driver —
  byte-identical output, and the desktop poller can now share the same
  machine instead of a drifting copy.

* chore: retrigger CI with the current base SHA (stale base pin flagged a false CI-sensitive change)

* refactor(shared): move terminal-billing wire types to @hermes/shared

The billing/subscription wire shapes (plus UsageBarData/UsageModelData,
which they reference) move verbatim from ui-tui/src/gatewayTypes.ts into
apps/shared/src/billing-types.ts so the desktop app can share the same
gateway contract. gatewayTypes.ts re-exports every moved name from the
new @hermes/shared/billing subpath, so no ui-tui consumer changes.

The subpath export keeps DOM-less ui-tui from pulling the barrel (whose
WebSocket helpers need the DOM lib). ui-tui also now declares its
@hermes/shared dependency explicitly instead of relying on workspace
hoisting.

* test(cli): pin nous_billing wire-layer status-to-exception mapping

The HTTP layer's error handling had zero coverage through _request:
only 2xx parsing and request shaping were tested, and the mapping cases
in test_remote_spending_gate_contract.py hit _raise_for_error directly.

Adds 19 tests driving _request via a monkeypatched urlopen: the
401-refresh-retry path (success, terminal plain/session_revoked,
idempotency-key preservation, base re-resolution), 403 variants through
the wire, 429/503 retry-after, non-JSON error bodies, 404/502
fallbacks, and URLError normalization.

Two behaviors are pinned as findings rather than fixed: a JSON-body
retryAfter hint is ignored unless the Retry-After header is present,
and a bare socket.timeout propagates uncaught (real urllib wraps
timeouts in URLError before this layer).

* fix(cli): normalize read-phase timeouts to the typed billing error

urlopen wraps connect-phase timeouts in URLError (already mapped to
network_error), but a timeout during resp.read() raises a bare
TimeoutError that escaped the typed-BillingError contract and reached
callers as an unhandled exception. Catch it narrowly and normalize.
The boundary test now asserts normalization instead of documenting the
leak.

* …
jecruz pushed a commit that referenced this pull request Jul 29, 2026
…arch#65919)

* fix(desktop): preserve interim assistant text wiped at message.complete

When the agent emits interim text (commentary alongside tool calls, or the
attempted final answer before a verify-on-stop nudge), all UI surfaces
streamed it live but then wiped it at message.complete — keeping only the
final response. The user saw text appear during inference, then disappear.

This is the complete fix across all three layers: agent core, gateway
transport, and all UI surfaces (desktop + Ink TUI).

The verify-on-stop and pre_verify paths flagged the assistant's attempted
final answer as _verification_stop_synthetic, suppressing it from both
state.db and the UI. The user only saw the terse post-verification reply.

Now the assistant response is real content: it's persisted to state.db and
emitted as an interim message via _emit_interim_assistant_message(force_display=True)
before the verification loop runs. Only the synthetic nudge messages keep
the synthetic flags. The turn finalizer drops nudges from live history and
compares content (not just role) to avoid duplicating a published candidate.
Message sequence repair collapses verification candidates in the
consecutive-assistant merge.

Wire agent.interim_assistant_callback both at construction (_agent_cbs())
and per-turn (defense-in-depth), emitting a new message.interim event with
{text, already_streamed}. Gated on display.interim_assistant_messages
(default true). Cleared in the finally block so a stale closure can't
fire on a later turn.

Add message.interim to the GatewayEventName union (apps/shared) and a
typed payload to the TUI's GatewayEvent discriminated union.

The TUI already had the segment-anchoring machinery (flushStreamingSegment +
finalTail) but had no handler for message.interim. Added recordInterimMessage
+ interimBoundaryIndex to seal segments mid-turn, and updated
recordMessageComplete to only dedupe segments after the interim boundary.

Replaced the fragile sealed-set approach with a proper interimBoundaryPending
state flag on ClientSessionState. finalizeInterimAssistantMessage finalizes
the streaming bubble in place (or creates a standalone one), rotates the
stream ID so next deltas create a new bubble, and sets the flag. When the
final text equals an already-sealed interim, they stay as distinct messages.

Extracted mergeFinalAssistantText() as a pure function in chat-messages.ts,
used by both completeAssistantMessage and finalizeInterimAssistantMessage.
Split the bidirectional dedup predicate: reasoning is a restatement only when
the final FULLY covers it. A short final ("Done.") no longer swallows a
longer reasoning block that merely starts with it.

Honor display.interim_assistant_messages (default true) across all layers:
the tui_gateway gates the callback, the desktop wires it to a nanostores
atom via use-hermes-config. Updated hermes_cli/config.py and
cli-config.yaml.example comments to document the Desktop behavior.

_split_segment_tokens now accepts posix=False and _find_ad_hoc_match tries
both posix modes so ad-hoc verification scripts with Windows backslash
paths are matched correctly. (response_previewed forwarding from NousResearch#53553
is not included — our emit-interim + persist approach makes it unnecessary
since the attempted answer is now surfaced before the verification loop.)

- tsc: clean (desktop + TUI + shared)
- vitest desktop: 73/73 pass (7 interim-sealing + 5 mergeFinalAssistantText + 4 config atom)
- vitest TUI: 83/83 pass (4 new message.interim tests)
- python: 390 tests pass (340 tui_gateway + 33 verification/finalizer + 6 config gating + 3 evidence + 8 continuation budget)

Co-authored-by: Liam Zhang <yingliang-zhang@users.noreply.github.com>
Co-authored-by: Lucas D'Alessandro <lucasfdale@users.noreply.github.com>
Co-authored-by: Eric Manganaro <superposition@users.noreply.github.com>
Co-authored-by: sweetcornna <sweetcornna@users.noreply.github.com>
Co-authored-by: DECK6 <DECK6@users.noreply.github.com>
Co-authored-by: matantsevs <matantsevs@users.noreply.github.com>
Co-authored-by: gitcommit90 <gitcommit90@users.noreply.github.com>

* fix: prefix-match interim streamed content to avoid benign duplicate bubbles

_interim_content_was_streamed used exact equality (streamed == visible_content),
so a final response that was the streamed text plus a trailing delta — or a
partial stream before the verify nudge fired — failed the match and left
_response_was_previewed false. The turn then showed two bubbles (interim +
identical final) instead of settling the interim in place.

Relax to a prefix check (visible_content.startswith(streamed)) in both the
core match and the desktop's settle-in-place gate. The TUI already used
prefix matching via finalTail. The reverse direction (streamed longer than
final) is intentionally not matched — that could suppress a needed resend
in the gateway path where already_streamed=True calls on_segment_break().

* test(desktop): add partial-stream-then-nudge dedup edge case

Third edge case for the interim-sealing dedup: model streams part of its
answer via message.delta, verify nudge fires, interim seals the streamed
prefix, then the final response is the same text plus a trailing delta.
Asserts one bubble (not two) containing the full final text.

Acceptance protocol #2 — covers all three dedup edges:
  1. interim == final (existing)
  2. interim = strict prefix of final (existing)
  3. partial-stream-then-nudge (this commit)

---------

Co-authored-by: Liam Zhang <yingliang-zhang@users.noreply.github.com>
Co-authored-by: Lucas D'Alessandro <lucasfdale@users.noreply.github.com>
Co-authored-by: Eric Manganaro <superposition@users.noreply.github.com>
Co-authored-by: sweetcornna <sweetcornna@users.noreply.github.com>
Co-authored-by: DECK6 <DECK6@users.noreply.github.com>
Co-authored-by: matantsevs <matantsevs@users.noreply.github.com>
Co-authored-by: gitcommit90 <gitcommit90@users.noreply.github.com>
jecruz pushed a commit that referenced this pull request Jul 29, 2026
Blocking #1 — gateway-connecting-overlay.tsx reduced-motion regression:
the top `if (reduce) setPhase('gone')` fired unconditionally on mount
whenever reduce-motion was on, so every OS reduced-motion user lost the
CONNECTING overlay during cold boot entirely (jumped to 'gone' before the
gateway was even open). The intent was to skip the exit *choreography*,
not to skip showing the overlay. Removed the unconditional top block and
the redundant nested preview block; kept only the third branch
(`gatewayState === 'open' && shownRef.current` → `reduce ? 'gone' :
'text-out'`) which correctly gates the short-circuit on connect. Also
fixed `if(reduce)` missing-space, 6-space misindent, and the same 3-line
comment pasted three times.

Nit #1 — tsconfig excludes e2e, so specs were never typechecked in CI.
Added tsconfig.e2e.json (extends base, includes e2e/ + playwright.config.ts,
adds @playwright/test types) and wired it into the typecheck script. This
surfaced three latent type errors that are fixed in the same commit:
  - fix-electron-tracing.ts: `app._context` and `electron._playwright` are
    private APIs — added `as any` on the access before the existing cast.
  - playwright.config.ts: `reducedMotion: 'reduce'` directly under `use:`
    is not a valid UseOptions property in playwright 1.58; it's a
    BrowserContextOption accessed via `contextOptions: { reducedMotion:
    'reduce' }`. The old form was silently ignored at runtime, so
    reduced-motion emulation wasn't actually active — screenshots could
    catch overlays mid-fade (exactly what the comment warned about).

Nit #2 — fix-electron-tracing.ts reaches into Playwright internals
(_playwright, _allContexts, _context) with no public contract. Added a
header comment calling out the `@playwright/test` exact pin (=1.58.2) so a
future bump knows to re-verify the private symbols still exist.

Nit #3 — main.ts TEST_WORKER_INDEX block had stray 6-space indentation.

Verified: tsc -p . && tsconfig.electron && tsconfig.e2e → 0 errors;
vitest boot-failure-overlay (3/3) + boot-failure-reauth (21/21) pass;
npm run build clean; playwright e2e/boot-failure.spec.ts 2/2 pass.
jecruz pushed a commit that referenced this pull request Jul 29, 2026
…ch#67140)

The background write guard decided ownership from `isinstance(usage_rec, dict)`,
so a local skill with NO usage record passed. That successful write called
bump_patch(), which created a `created_by: null` record — and the identical
write was refused from then on. "Allowed exactly once, then never" is a race
with our own bookkeeping, not a policy. Reproduced on main: patch #1 succeeds,
patch #2 with the same arguments is refused.

Option B from the issue. Option A (split `session_review` from
`scheduled_curator` and let the session fork patch user-owned skills it
consulted) would widen autonomous write permission onto skills the user owns
with no user present to consent — wrong direction for a no-user-present actor.

- skill_manager_tool: missing and explicit-null records now resolve
  IDENTICALLY, both fail closed. The refusal names the reason and points at
  `hermes curator adopt <name>`.
- background_review: both review prompts told the reviewer to patch any skill
  consulted in the session and claimed pinned skills could be improved, while
  enforcement refused both. Prompts now list pinned, external, and user-owned
  skills as protected, and tell the reviewer to RECOMMEND adoption instead of
  attempting a write that will be refused.
- skill_usage: document that `created_by` is a curator-management policy flag,
  not a provenance claim, and add `is_curator_managed()` so call sites read as
  the question they ask. Field name retained — it is on disk in every
  `.usage.json` and renaming would strand those records.
- curator CLI: `hermes curator list-unmanaged` itemizes unmanaged skills with
  the reason each is unmanaged (completes the NousResearch#67139 spec).

Foreground writes are untouched: a user-directed edit to a user-owned skill
still works, including on pinned skills.

Sibling tests: 9 failures in test_skill_manager_tool.py were fixtures that
created record-less skills to exercise OTHER guards (consolidation-delete,
read-before-write) and relied on ownership falling through. Fixed at the
fixture, since the real curator only ever operates on managed sediment. One
test asserted the old "manually authored" wording; rewritten to assert the
behavior contract instead of the string.

Validation: 274 targeted tests + all 7 background-review files (60 tests) pass.
E2E on a temp HERMES_HOME (30 checks) covers the flip, foreground writes,
adoption unblocking, pin semantics, prompt/enforcement parity, and the new verb.
Each new test sabotage-verified: revert the fix, confirm it goes red.

Fixes NousResearch#67140
jecruz pushed a commit that referenced this pull request Jul 29, 2026
…hat tile (NousResearch#71969)

* fix: Branch button is a dead no-op inside a branched chat tile

session-tile.tsx wired onBranchInNewChat to () => undefined for
tiled/branched sessions (nested branching isn't supported there), but
the button in AssistantMessage's action bar rendered unconditionally
regardless of whether a real handler was supplied. The button looked
clickable but silently did nothing, with no visual feedback.

- AssistantMessage now only renders the Branch button when
  onBranchInNewChat is actually provided, matching the existing
  pattern used for onDismissError/onRestoreToMessage.
- session-tile.tsx no longer passes a no-op handler; the prop is
  simply omitted so the button doesn't render in tiles.
- onBranchInNewChat is now optional on ChatViewProps, and the
  latestChatActions passthrough wrapper uses the existing
  latestOptional helper instead of an unconditional call.

* test: assert Branch button visibility matches handler presence

Adds coverage for the bug #2 fix: renders Thread with and without an
onBranchInNewChat handler and asserts the Branch in new chat button
is shown only when a real handler is supplied, hidden otherwise -
covering both the normal open-chat case and the session-tile
(branched chat) case that used to leave a dead, clickable button.
jecruz pushed a commit that referenced this pull request Aug 8, 2026
… a broken chat

A completely unconfigured install previously booted into a working-looking
chat (banner showed model 'unknown'), accepted a message, spun ~30s, then
failed with 'Set OPENROUTER_API_KEY' — a provider the user never chose —
and never offered setup.

- HermesCLI.run() now probes provider readiness at startup (TTY only) and
  offers the shared provider picker (hermes model flow, which fronts Quick
  Setup / Nous Portal OAuth) when nothing is configured. Decline is
  respected; picker state re-syncs into the live CLI so the next turn works
  without a restart.
- New silent probe _runtime_credentials_ready(): no printing, no state
  mutation; handles keyless local endpoints and callable bearer providers.
- The empty-api-key error is provider-aware: names the actual resolved
  provider and points at 'hermes model' / 'hermes setup' instead of
  hardcoding OPENROUTER_API_KEY.
- Banner: unconfigured installs render 'no model configured — run /model'
  in red instead of the silent 'unknown' model slug.

Consumer-onboarding audit finding #2 (sev 5), Aug 2026.
jecruz pushed a commit that referenced this pull request Aug 8, 2026
A wedged adapter transport (network hang, dead websocket) previously
blocked _check_session_stalls forever: sibling candidates in the same
pass were never evaluated and the watcher stopped ticking. Wrap the
send in asyncio.wait_for (15s); on timeout log a WARNING and do NOT
latch, so the next tick retries. Regression uses a never-resolving fake
adapter and proves the pass completes, a healthy sibling candidate is
still notified in the same pass, and the watcher ticks again
(sabotage-verified against the unbounded send).
jecruz pushed a commit that referenced this pull request Aug 15, 2026
…on delegation callbacks (NousResearch#82592)

* fix(gateway): stop frozen-preview finals and dropped idle-session delegation callbacks

Two relay-plane delivery losses from the 2026-08-09 staging incident:

1. stream_consumer: the skip-redundant-finalize branch recorded _accumulated
   as the delivered turn-final payload even when the last ACKED edit was an
   earlier throttled preview snapshot, so delivered_final_matches reconciled
   True and the gateway suppressed the corrective final send — the user was
   left with a cut-off message ending in the streaming cursor. Extracted
   _mark_skip_redundant_finalize(): records the last acked wire payload
   (cursor-stripped), so a preview/final mismatch now returns False and the
   normal final send fires.

2. run.py: _classify_completion_target classified every ended parent session
   terminal unless it ended by compression. Idle/timeout session ends are the
   norm on scale-to-zero relay deployments and the chat route remains valid;
   completed async delegation results were terminally dropped. Ended parents
   now classify deliver unless the end was an explicit user boundary
   (session_reset / user_exit / session_switch).

* fix(relay): drain in-flight outbound frames before transport teardown

disconnect() failed every pending outbound future immediately with
'relay transport closed', so a trailing finalize edit racing turn
teardown was lost even though the connector socket could still serve
it. Bounded drain grace (5s) lets in-flight requests resolve; silent
connectors still tear down promptly. asyncio.wait (not gather+wait_for)
so a timeout doesn't cancel futures owned by the fail-remaining loop.

* fix(gateway): route completion injection through the alias-aware transport resolver

Third relay-plane delivery loss from the 2026-08-09 staging incidents: a
delegation batch completed while the gateway was up, the watcher drained
the event, and delivery vanished with no log line. _inject_watch_notification
resolved its adapter with a literal p.value == platform_name scan of
self.adapters — a relay-fronted gateway registers ONE adapter under
Platform.RELAY fronting N logical platforms, so 'slack' never matched and
the injection returned None ('no gateway route'), silently dropping the
completion. The handoff path already documents this exact trap and uses
resolve_delivery_transport; the injection path now does the same (native
wins; relay eligible only when it fronts the logical platform), with the
literal scan kept as fallback for stub runners and exotic platforms.

* fix(relay): clamp disconnect drain grace to the runner's adapter-disconnect budget

Review finding (JoaoMarcos44, NousResearch#82592): a fixed 5.0s drain in front of the
three 1.0s sequential teardown awaits gives an 8.0s worst case inside the
runner's 5.0s asyncio.wait_for(adapter.disconnect()) — tripping it cancels
teardown mid-drain, skips the fail-pending loop, and leaves outbound
callers blocked until _OUTBOUND_TIMEOUT_S (30s). The effective grace is
now budget - 3*TEARDOWN - margin (env-aware via the same
HERMES_GATEWAY_ADAPTER_DISCONNECT_TIMEOUT the runner reads), so the drain
can never push teardown past its caller's budget; a budget too small for
any drain disables it cleanly.

* test(gateway): pin the final-send suppression contract across a behaviour matrix

The gateway skips its own final send when the stream consumer claims the turn
final already reached the user. Every incident in that family — NousResearch#71643 (stale
finalize snapshot), NousResearch#78541 (payload-less multi-message split), NousResearch#82656 (frozen
preview left with a visible cursor) — is the same failure: the consumer claimed
delivery for text the platform never rendered, so the corrective send was
suppressed and the answer was lost with no retry.

Each was fixed with a scenario test pinned to one branch of
GatewayStreamConsumer.run(). The got_done handler now has five sibling branches
that each set the suppression flags and record a turn-final payload, and nothing
checks them as a group: a new branch, or a new early `return True` in
_send_or_edit, can reintroduce the class without failing a test.

Pin the invariant instead of the branch — if the consumer offers the gateway any
signal it would trust, the complete final text must have reached the wire — and
assert it across {edit always / dies / never / lies} x {send always / never} x
{fresh-final on / off} x {clean / interrupted stream}.

The adapter records only frames that actually rendered, so an ACK the platform
drops does not count as delivery. 24 honest-transport scenarios hold the
invariant as a hard assertion. The 16 lying-transport scenarios are checked too;
the single combination that still violates it is reported as an expected
failure documenting the open exposure rather than asserting it away.

Refs NousResearch#82656

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(gateway,relay): prime relay egress routing for synthetic injections + cap stale completion replay

Defect NousResearch#4 from the 2026-08-09 staging incidents (upgrade-robustness):
after every gateway restart the durable async-delegation replay injected
completions correctly (post-741663cf1) but their replies bounced at the
connector — 'slack egress declined: target not routed to an onboarded
tenant'. The relay adapter re-attaches tenant discriminators
(metadata.scope_id / metadata.user_id) from per-chat caches warmed ONLY by
inbound traffic; synthetic turns race those cold caches on every deploy,
scale-to-zero wake, and crash recovery.

- relay adapter: prime_routing_cache() — feeds a synthetic event's
  session-store origin through the same _capture_scope used for real
  inbound (never raises).
- run.py injection path: prime the resolved adapter before handle_message
  (duck-typed; native adapters unaffected).
- async_delegation: 48h staleness cap in restore_undelivered_completions —
  a pending completion older than the cap is terminally dropped (payload
  stays queryable) instead of re-run as a fresh full-context turn; the
  post-restart replay of a July session burned a 102K-token context.

Also carried: JoaoMarcos44's suppression behaviour-matrix harness
(cherry-picked from NousResearch#82676, authorship preserved) — 39 passed + 1 xfail
(the documented ACK-then-drop transport-honesty residue).

* test: use recent timestamps in restored-ownership fixtures

test_restore_stamps_restored_flag persisted its completion with epoch-era
toy timestamps (dispatched_at=1.0), which the new 48h replay staleness cap
correctly classifies as stale — the fixture then exercised the cap instead
of the restored-flag contract (CI slice 4 failure). Timestamps are now
now-relative; the staleness behavior itself is pinned separately in
test_relay_injection_egress_priming.py.

* fix(gateway,relay): close four review findings on the relay delivery fixes

Review follow-ups on this branch (NousResearch#82592):

1. HIGH — classifier/resolver mismatch (falsely-acknowledged loss).
   _classify_completion_target now returns "deliver" for idle-ended
   parents, but _resolve_async_delegation_session still dropped every
   non-compression-ended pin: the durable row was acked at adapter
   acceptance, then the injection died inside the pipeline with no
   retry — strictly worse than the honest terminal drop on main, and
   the delivery leg defect #2's fix depends on did not exist. The
   resolver now retargets non-user-boundary ends (idle/timeout/
   lifecycle) to the chat's current session — session_entry already IS
   the routing key's current session for the same chat — while user
   boundaries (session_reset / new_session / user_exit /
   session_switch) stay fail-closed. Both sides share one module-level
   _USER_BOUNDARY_END_REASONS so the verdict and the routing decision
   cannot drift again; a coherence test asserts deliver-verdicts
   resolve non-None across representative end reasons.

2. HIGH — drain clamp missed adapter-level spend. The effective drain
   grace budgeted drain + 3x teardown, but RelayAdapter.disconnect
   spends revocation-monitor teardown + go_idle time BEFORE the
   transport drain inside the same runner wait_for; worst case still
   blew the budget and cancelled teardown mid-drain (skipping the
   fail-pending loop). The adapter now measures its own elapsed time
   and threads the REMAINING budget into
   transport.disconnect(budget_s=...); legacy/stub transports without
   the keyword fall back to the no-arg signature.

3. P1 — _request_response racing disconnect() could register a future
   after the fail-pending loop already ran, stranding the caller for
   the full _OUTBOUND_TIMEOUT_S (30s). Fail fast with the same
   "relay transport closed" error once _closing is set.

4. P1 — _build_process_event_source's last-resort reconstruction
   dropped scope_id, so a scoped relay completion whose session-store
   origin was unavailable primed no tenant discriminator and could
   still bounce off the connector's fail-closed egress guard.
   scope_id now threads through the reconstructed SessionSource, with
   a warning when a scoped chat reconstructs without one.

All four: RED reproduced with the fix reverted, GREEN after; relay/
delegation delivery families pass (43 + 71 + 179 across the touched
suites); full tests/gateway run shows only failures already failing
identically on merge base 2446c8b (env/dep issues).

* fix(gateway,relay): make pending-frame failure cancellation-safe; persist completion routing origin

Two remaining review findings on this branch (NousResearch#82592):

1. Cancellation could strand outbound waiters past the fail-pending
   loop. transport.disconnect() failed pending futures only at the END
   of the drain + three teardown awaits; a cancellation landing
   mid-drain (the runner's wait_for budget, an outer cleanup deadline)
   skipped the loop entirely and left registered futures unresolved —
   their callers blocked until _OUTBOUND_TIMEOUT_S (30s). The budget
   threading added earlier shrinks the window but is not a hard
   guarantee. The fail-pending loop (and the going_idle ack failure)
   now run in a `finally`, so no exit path — normal, error, or
   cancelled — can leave a registered future unresolved. Idempotent:
   done futures are skipped, a second disconnect() pass is a no-op.

2. Durable completions did not persist their routing origin, so the
   scope_id threading in the fallback SessionSource reconstruction had
   nothing to carry on the exact path it exists for (restart replay
   with session store + source cache gone): the async-delegation event
   producers never populated scope_id and the durable rows never
   stored it. Dispatch now snapshots the originating turn's
   scope_id/user_id/user_name from the session context
   (_capture_routing_origin — a new HERMES_SESSION_SCOPE_ID contextvar
   bound by the gateway at session-bind time alongside the existing
   vars), stores them in the existing task_json payload (no schema
   migration), and re-attaches them to all three completion-event
   shapes (live single, live batch, crash-recovery rebuild). The
   gateway's fallback reconstruction then primes both discriminators
   after a restart.

Tests: cancellation mid-drain -> every pending future resolves with
"relay transport closed" (mutation: moving the loop out of the finally
goes RED); second-pass disconnect idempotence; end-to-end
dispatch -> owner-death recovery -> event carries scope_id -> fallback
SessionSource primes it (mutations: dropping the dispatch capture or
the task_json persistence both go RED); live completion event carries
the origin. 94 passed + 1 xfailed across the delivery/delegation
suites; tests/tools delegation family 73 passed (2 collection errors
pre-existing on merge base 2446c8b).

---------

Co-authored-by: joaomarcos <joaomarcosdias444@gmail.com>
Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
Co-authored-by: Ben Barclay <ben@nousresearch.com>
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