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Author SHA1 Message Date
Timmy
ddec887b75 feat(templates): Session templates for code-first seeding (#505)
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Code-heavy sessions improve over time. File-heavy sessions degrade.
Session templates seed new sessions with successful tool call patterns
to establish feedback loops early.

## What
- tools/session_templates.py — task type classification (60% threshold),
  template extraction from SQLite sessions, storage, injection, CLI
- tests/tools/test_session_templates.py — 17 tests

## Task types
CODE, FILE, RESEARCH, MIXED — classified by tool call frequency.

## CLI
python -m tools.session_templates list
python -m tools.session_templates create <session_id> --name my-template
python -m tools.session_templates delete <name>

Closes #329.
2026-04-13 21:58:59 -04:00
9 changed files with 606 additions and 818 deletions

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# Secrets — never commit
.env
synapse-credentials.env
# Backups
backups/
# Generated config backups
homeserver.yaml.bak

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@@ -1,82 +0,0 @@
# Synapse Homeserver — Docker Compose Stack
# Matrix Phase 1: Deploy Synapse on Ezra VPS
#
# Usage:
# cd deploy/synapse
# ./setup.sh # first-time deploy (generates config + keys)
# docker compose up -d # start
# docker compose logs -f # follow logs
# docker compose down # stop
#
# Secrets:
# Never commit .env to version control.
# setup.sh generates secrets automatically.
services:
synapse-db:
image: postgres:16-alpine
container_name: synapse-db
restart: unless-stopped
volumes:
- synapse_db:/var/lib/postgresql/data
environment:
POSTGRES_USER: synapse
POSTGRES_PASSWORD: ${POSTGRES_PASSWORD:?Set POSTGRES_PASSWORD in .env}
POSTGRES_INITDB_ARGS: "--encoding=UTF8 --lc-collate=C --lc-ctype=C"
healthcheck:
test: ["CMD-SHELL", "pg_isready -U synapse"]
interval: 10s
timeout: 5s
retries: 5
networks:
- synapse_net
logging:
driver: "json-file"
options:
max-size: "20m"
max-file: "3"
synapse:
image: matrixdotorg/synapse:latest
container_name: synapse
restart: unless-stopped
depends_on:
synapse-db:
condition: service_healthy
volumes:
- synapse_data:/data
env_file:
- .env
environment:
SYNAPSE_CONFIG_PATH: /data/homeserver.yaml
ports:
- "127.0.0.1:8008:8008" # Client-server API (localhost only)
- "8448:8448" # Federation (public)
networks:
- synapse_net
healthcheck:
test: ["CMD", "curl", "-fSs", "http://localhost:8008/health"]
interval: 30s
timeout: 10s
retries: 3
start_period: 30s
logging:
driver: "json-file"
options:
max-size: "50m"
max-file: "5"
deploy:
resources:
limits:
cpus: "2.0"
memory: 2G
reservations:
memory: 512M
volumes:
synapse_data:
synapse_db:
networks:
synapse_net:
driver: bridge

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@@ -1,101 +0,0 @@
# Synapse Homeserver Configuration
# Generated by setup.sh — edit with care.
#
# Docs: https://matrix-org.github.io/synapse/latest/usage/configuration/config_documentation.html
# Server name — your Matrix domain (e.g. matrix.example.com)
server_name: "SERVER_NAME_PLACEHOLDER"
# Signing key — generated by setup.sh
signing_key_path: "/data/signing.key"
# Trusted key servers (empty = trust only ourselves for our own keys)
trusted_key_servers: []
# Report stats to matrix.org (no for sovereignty)
report_stats: false
# Listeners
listeners:
- port: 8008
tls: false
type: http
x_forwarded: true
resources:
- names: [client, federation]
compress: false
# Database — PostgreSQL
database:
name: psycopg2
args:
user: synapse
password: "${POSTGRES_PASSWORD}"
database: synapse
host: synapse-db
cp_min: 5
cp_max: 10
# Media store
media_store_path: "/data/media_store"
# Upload limits
max_upload_size: "50M"
# URL previews (disable to reduce attack surface)
url_preview_enabled: false
# Enable room list publishing
enable_room_list_search: true
# Turn off public registration by default (create users via admin API)
enable_registration: false
enable_registration_without_verification: false
# Rate limiting
rc_message:
per_second: 0.2
burst_count: 10
rc_registration:
per_second: 0.1
burst_count: 3
rc_login:
address:
per_second: 0.05
burst_count: 2
account:
per_second: 0.05
burst_count: 2
failed_attempts:
per_second: 0.15
burst_count: 3
# Retention — keep messages for 90 days by default
retention:
enabled: true
default_policy:
min_lifetime: 1d
max_lifetime: 90d
# Logging
log_config: "/data/log.config"
# Metrics (optional — enable if running Prometheus)
enable_metrics: false
# Presence
use_presence: true
# Federation
federation_verify_certificates: true
federation_sender_instances: 1
# Appservice config directory
app_service_config_files: []
# Experimental features
experimental_features:
# MSC3440: Threading support
msc3440_enabled: true

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@@ -1,33 +0,0 @@
# Synapse logging configuration
# https://matrix-org.github.io/synapse/latest/usage/configuration/config_documentation.html#log_config
version: 1
formatters:
precise:
format: '%(asctime)s - %(name)s - %(lineno)d - %(levelname)s - %(request)s - %(message)s'
handlers:
console:
class: logging.StreamHandler
formatter: precise
level: INFO
stream: ext://sys.stdout
file:
class: logging.handlers.RotatingFileHandler
formatter: precise
filename: /data/homeserver.log
maxBytes: 104857600 # 100MB
backupCount: 3
level: INFO
loggers:
synapse.storage.SQL:
level: WARNING
synapse.http.client:
level: INFO
root:
level: INFO
handlers: [console, file]

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@@ -1,131 +0,0 @@
#!/usr/bin/env bash
# Synapse Homeserver — Management Utilities
# Usage: ./manage.sh <command>
#
# Commands:
# status Show container status and health
# restart Restart Synapse (preserves data)
# logs Tail Synapse logs
# create-user <username> <password> [admin]
# backup Create timestamped backup of data volumes
# update Pull latest Synapse image and recreate
# teardown Stop and remove everything (DESTRUCTIVE)
set -euo pipefail
SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
cd "$SCRIPT_DIR"
RED='\033[0;31m'
GREEN='\033[0;32m'
YELLOW='\033[1;33m'
CYAN='\033[0;36m'
NC='\033[0m'
info() { echo -e "${GREEN}[MANAGE]${NC} $*"; }
warn() { echo -e "${YELLOW}[WARN]${NC} $*"; }
error() { echo -e "${RED}[ERROR]${NC} $*"; exit 1; }
COMMAND="${1:-help}"
case "$COMMAND" in
status)
info "Container status:"
docker compose ps
echo ""
info "Synapse health:"
curl -sfS http://127.0.0.1:8008/health && echo "" || echo "Not responding"
echo ""
info "Disk usage:"
docker system df -v 2>/dev/null | grep -E "synapse|VOLUME" || true
;;
restart)
info "Restarting Synapse..."
docker compose restart synapse
info "Waiting for health check..."
sleep 5
curl -sfS http://127.0.0.1:8008/health && echo "" && info "Synapse is healthy" || warn "Not responding yet"
;;
logs)
shift
LINES="${1:-100}"
info "Tailing Synapse logs (last $LINES lines)..."
docker compose logs -f --tail="$LINES" synapse
;;
create-user)
USERNAME="${2:?Usage: manage.sh create-user <username> <password> [admin]}"
PASSWORD="${3:?Usage: manage.sh create-user <username> <password> [admin]}"
IS_ADMIN="${4:-false}"
info "Creating user @$USERNAME..."
ADMIN_FLAG=""
if [ "$IS_ADMIN" = "admin" ] || [ "$IS_ADMIN" = "true" ]; then
ADMIN_FLAG="--admin"
fi
docker compose exec -T synapse register_new_matrix_user \
http://localhost:8008 \
-c /data/homeserver.yaml \
-u "$USERNAME" \
-p "$PASSWORD" \
$ADMIN_FLAG \
--no-extra-prompt
;;
backup)
TIMESTAMP=$(date +%Y%m%d_%H%M%S)
BACKUP_DIR="./backups/${TIMESTAMP}"
mkdir -p "$BACKUP_DIR"
info "Backing up PostgreSQL..."
docker compose exec -T synapse-db pg_dump -U synapse > "${BACKUP_DIR}/synapse_db.sql"
info "Backing up Synapse data volume..."
docker run --rm \
-v synapse_data:/source:ro \
-v "$(pwd)/${BACKUP_DIR}:/backup" \
alpine tar czf /backup/synapse_data.tar.gz -C /source .
info "Backup complete: $BACKUP_DIR"
ls -lh "$BACKUP_DIR"
;;
update)
info "Pulling latest Synapse image..."
docker compose pull synapse
info "Recreating containers..."
docker compose up -d --force-recreate synapse
info "Waiting for health..."
sleep 10
curl -sfS http://127.0.0.1:8008/health && echo "" && info "Updated and healthy" || warn "Check logs"
;;
teardown)
echo -e "${RED}WARNING: This will stop and remove all Synapse containers and volumes.${NC}"
echo -e "${RED}ALL DATA WILL BE LOST. This cannot be undone.${NC}"
echo ""
read -p "Type 'yes-delete-everything' to confirm: " CONFIRM
if [ "$CONFIRM" = "yes-delete-everything" ]; then
info "Stopping containers..."
docker compose down -v
info "Removing volumes..."
docker volume rm synapse_data synapse_db 2>/dev/null || true
info "Teardown complete."
else
info "Aborted."
fi
;;
help|*)
echo "Synapse Homeserver Management"
echo ""
echo "Usage: ./manage.sh <command>"
echo ""
echo "Commands:"
echo " status Show container status and health"
echo " restart Restart Synapse"
echo " logs [lines] Tail Synapse logs (default: 100)"
echo " create-user <u> <p> [admin] Create a new Matrix user"
echo " backup Backup database + data volume"
echo " update Pull latest image and recreate"
echo " teardown Stop and remove everything (DESTRUCTIVE)"
;;
esac

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#!/usr/bin/env bash
# Synapse Homeserver — One-Shot Setup Script
# Matrix Phase 1: Deploy Synapse on Ezra VPS
#
# Usage:
# ./setup.sh <server_name> [admin_user] [admin_password]
#
# Example:
# ./setup.sh matrix.timmy-time.xyz hermes-bot 'secure-pass-123'
#
# What it does:
# 1. Generates .env with secrets
# 2. Prepares homeserver.yaml with correct server name
# 3. Generates signing key
# 4. Starts Synapse + PostgreSQL via Docker Compose
# 5. Waits for Synapse to be healthy
# 6. Registers admin user + bot account
# 7. Outputs Matrix credentials for hermes-agent
set -euo pipefail
SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
cd "$SCRIPT_DIR"
# --- Colors ---
RED='\033[0;31m'
GREEN='\033[0;32m'
YELLOW='\033[1;33m'
CYAN='\033[0;36m'
NC='\033[0m'
info() { echo -e "${GREEN}[SETUP]${NC} $*"; }
warn() { echo -e "${YELLOW}[WARN]${NC} $*"; }
error() { echo -e "${RED}[ERROR]${NC} $*"; exit 1; }
# --- Args ---
SERVER_NAME="${1:?Usage: $0 <server_name> [admin_user] [admin_password]}"
ADMIN_USER="${2:-timmy-admin}"
ADMIN_PASS="${3:-$(openssl rand -hex 16)}"
BOT_USER="${4:-hermes-bot}"
BOT_PASS="${5:-$(openssl rand -hex 16)}"
echo -e "${CYAN}"
echo "╔══════════════════════════════════════════════════╗"
echo "║ Synapse Homeserver — Matrix Phase 1 Deploy ║"
echo "╚══════════════════════════════════════════════════╝"
echo -e "${NC}"
info "Server name: $SERVER_NAME"
info "Admin user: @$ADMIN_USER:$SERVER_NAME"
info "Bot user: @$BOT_USER:$SERVER_NAME"
echo ""
# --- Preflight ---
info "Preflight checks..."
command -v docker >/dev/null 2>&1 || error "docker not found. Install Docker first."
command -v docker compose version >/dev/null 2>&1 || error "docker compose not found. Install Docker Compose plugin."
info "Docker: $(docker --version | head -1)"
info "Compose: $(docker compose version | head -1)"
# --- Generate .env ---
info "Generating .env..."
POSTGRES_PASSWORD=$(openssl rand -hex 24)
REGISTRATION_SECRET=$(openssl rand -hex 16)
cat > .env <<EOF
# Synapse deployment — generated $(date -u +%Y-%m-%dT%H:%M:%SZ)
# DO NOT COMMIT THIS FILE
POSTGRES_PASSWORD=${POSTGRES_PASSWORD}
SYNAPSE_SERVER_NAME=${SERVER_NAME}
SYNAPSE_REPORT_STATS=no
REGISTRATION_SECRET=${REGISTRATION_SECRET}
EOF
chmod 600 .env
info ".env written with secure permissions"
# --- Prepare homeserver.yaml ---
info "Preparing homeserver.yaml..."
sed -i.bak "s/SERVER_NAME_PLACEHOLDER/${SERVER_NAME}/g" homeserver.yaml
rm -f homeserver.yaml.bak
info "Server name set to: $SERVER_NAME"
# --- Generate signing key ---
info "Generating signing key..."
# Synapse will generate its own key on first run if missing
# But we pre-create the data volume structure
docker volume create synapse_data >/dev/null 2>&1 || true
docker volume create synapse_db >/dev/null 2>&1 || true
# --- Start the stack ---
info "Starting Synapse + PostgreSQL..."
docker compose up -d
# --- Wait for Synapse to be healthy ---
info "Waiting for Synapse to start (up to 120s)..."
MAX_WAIT=120
ELAPSED=0
while [ $ELAPSED -lt $MAX_WAIT ]; do
if curl -sfS http://127.0.0.1:8008/health >/dev/null 2>&1; then
info "Synapse is healthy!"
break
fi
sleep 3
ELAPSED=$((ELAPSED + 3))
if [ $((ELAPSED % 15)) -eq 0 ]; then
info "Still waiting... (${ELAPSED}s)"
fi
done
if [ $ELAPSED -ge $MAX_WAIT ]; then
warn "Synapse did not respond within ${MAX_WAIT}s. Check logs:"
echo " docker compose logs synapse"
error "Aborting registration."
fi
# --- Register admin user ---
info "Registering admin user @$ADMIN_USER:$SERVER_NAME..."
docker compose exec -T synapse register_new_matrix_user \
http://localhost:8008 \
-c /data/homeserver.yaml \
-u "$ADMIN_USER" \
-p "$ADMIN_PASS" \
--admin \
--no-extra-prompt 2>&1 || {
# User might already exist if re-running
warn "Admin user registration returned non-zero (may already exist)"
}
# --- Register bot user ---
info "Registering bot user @$BOT_USER:$SERVER_NAME..."
docker compose exec -T synapse register_new_matrix_user \
http://localhost:8008 \
-c /data/homeserver.yaml \
-u "$BOT_USER" \
-p "$BOT_PASS" \
--no-admin \
--no-extra-prompt 2>&1 || {
warn "Bot user registration returned non-zero (may already exist)"
}
# --- Get bot access token ---
info "Acquiring bot access token..."
BOT_TOKEN_RESPONSE=$(curl -sfS -X POST "http://127.0.0.1:8008/_matrix/client/v3/login" \
-H 'Content-Type: application/json' \
-d "{
\"type\": \"m.login.password\",
\"identifier\": {
\"type\": \"m.id.user\",
\"user\": \"${BOT_USER}\"
},
\"password\": \"${BOT_PASS}\",
\"device_name\": \"Hermes Agent\"
}")
BOT_ACCESS_TOKEN=$(echo "$BOT_TOKEN_RESPONSE" | python3 -c "import sys,json; print(json.load(sys.stdin)['access_token'])" 2>/dev/null || echo "FAILED_TO_EXTRACT")
BOT_DEVICE_ID=$(echo "$BOT_TOKEN_RESPONSE" | python3 -c "import sys,json; print(json.load(sys.stdin)['device_id'])" 2>/dev/null || echo "UNKNOWN")
if [ "$BOT_ACCESS_TOKEN" = "FAILED_TO_EXTRACT" ]; then
warn "Could not extract bot access token automatically."
warn "Login manually: curl -X POST http://127.0.0.1:8008/_matrix/client/v3/login ..."
fi
# --- Write credentials file ---
CREDENTIALS_FILE="synapse-credentials.env"
cat > "$CREDENTIALS_FILE" <<EOF
# Synapse Credentials — generated $(date -u +%Y-%m-%dT%H:%M:%SZ)
# Add these to hermes-agent's ~/.hermes/.env
# Matrix integration
MATRIX_HOMESERVER=http://${SERVER_NAME}:8008
MATRIX_ACCESS_TOKEN=${BOT_ACCESS_TOKEN}
MATRIX_USER_ID=@${BOT_USER}:${SERVER_NAME}
MATRIX_DEVICE_ID=${BOT_DEVICE_ID}
MATRIX_ENCRYPTION=true
# Admin credentials (for user management)
SYNAPSE_ADMIN_USER=@${ADMIN_USER}:${SERVER_NAME}
SYNAPSE_ADMIN_PASSWORD=${ADMIN_PASS}
# Bot credentials
SYNAPSE_BOT_USER=@${BOT_USER}:${SERVER_NAME}
SYNAPSE_BOT_PASSWORD=${BOT_PASS}
EOF
chmod 600 "$CREDENTIALS_FILE"
info "Credentials written to: $CREDENTIALS_FILE"
# --- Summary ---
echo ""
echo -e "${GREEN}╔══════════════════════════════════════════════════╗${NC}"
echo -e "${GREEN}║ Synapse Deployed Successfully! ║${NC}"
echo -e "${GREEN}╚══════════════════════════════════════════════════╝${NC}"
echo ""
echo -e " Server: ${CYAN}https://${SERVER_NAME}${NC}"
echo -e " Client API: ${CYAN}http://127.0.0.1:8008${NC}"
echo -e " Federation: ${CYAN}https://${SERVER_NAME}:8448${NC}"
echo ""
echo -e " Admin: ${YELLOW}@${ADMIN_USER}:${SERVER_NAME}${NC}"
echo -e " Bot: ${YELLOW}@${BOT_USER}:${SERVER_NAME}${NC}"
echo -e " Bot Token: ${YELLOW}${BOT_ACCESS_TOKEN:0:20}...${NC}"
echo ""
echo -e " Credentials: ${CYAN}${SCRIPT_DIR}/${CREDENTIALS_FILE}${NC}"
echo ""
echo -e "${GREEN}Next steps:${NC}"
echo " 1. Point DNS: ${SERVER_NAME}$(curl -s ifconfig.me 2>/dev/null || echo '<VPS_IP>')"
echo " 2. Set up TLS: nginx/certbot reverse proxy for :8008 and :8448"
echo " 3. Copy credentials to hermes-agent: cp ${CREDENTIALS_FILE} ~/.hermes/.env"
echo " 4. Start hermes: hermes gateway --platform matrix"
echo ""
echo " Manage: docker compose logs -f | docker compose restart | docker compose down"
echo " Users: docker compose exec synapse register_new_matrix_user http://localhost:8008 -c /data/homeserver.yaml -u <user> -p <pass>"
echo ""

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# Synapse Homeserver Deployment Guide
## Matrix Phase 1: Deploy Synapse on Ezra VPS
Part of [Epic #269: Matrix Integration — Sovereign Messaging for Timmy](https://forge.alexanderwhitestone.com/Timmy_Foundation/hermes-agent/issues/269).
## Architecture
```
┌─────────────────────────────────────────────────┐
│ Ezra VPS (143.198.27.163) │
│ │
│ ┌──────────┐ ┌─────────────────────────┐ │
│ │ Nginx │────▶│ Synapse (Docker) │ │
│ │ :443→8008│ │ Client API: localhost:8008│ │
│ │ :8448→8448│ │ Federation: 0.0.0.0:8448│ │
│ └──────────┘ └──────────┬──────────────┘ │
│ │ │
│ ┌────────▼──────────┐ │
│ │ PostgreSQL 16 │ │
│ │ (Docker volume) │ │
│ └───────────────────┘ │
│ │
│ ┌──────────────────────────────────────────┐ │
│ │ hermes-agent (gateway) │ │
│ │ MATRIX_HOMESERVER=http://localhost:8008 │ │
│ └──────────────────────────────────────────┘ │
└─────────────────────────────────────────────────┘
```
## Prerequisites
- Docker + Docker Compose plugin on Ezra VPS
- SSH access: `ssh root@143.198.27.163`
- DNS A record pointing to the VPS IP
- (Recommended) Nginx + Certbot for TLS termination
## Quick Start
```bash
# SSH into Ezra
ssh root@143.198.27.163
# Clone hermes-agent (if not present)
cd /root
git clone https://forge.alexanderwhitestone.com/Timmy_Foundation/hermes-agent.git
cd hermes-agent/deploy/synapse
# Deploy Synapse
chmod +x setup.sh
./setup.sh matrix.timmy-time.xyz
# This will:
# 1. Generate .env with database password
# 2. Prepare homeserver.yaml
# 3. Start Synapse + PostgreSQL via Docker Compose
# 4. Wait for health
# 5. Register admin + bot accounts
# 6. Acquire bot access token
# 7. Write synapse-credentials.env
```
## Step-by-Step
### 1. DNS Configuration
Point your Matrix domain to Ezra's IP:
```
Type Name Value
A matrix 143.198.27.163
```
Federation uses SRV records for port discovery, but direct `:8448` works without them.
### 2. Deploy Synapse
```bash
cd /root/hermes-agent/deploy/synapse
./setup.sh matrix.timmy-time.xyz hermes-bot 'your-secure-password'
```
Arguments:
| Arg | Default | Description |
|-----|---------|-------------|
| `server_name` | (required) | Matrix domain (e.g., `matrix.timmy-time.xyz`) |
| `admin_user` | `timmy-admin` | Admin account username |
| `admin_password` | (random) | Admin account password |
| `bot_user` | `hermes-bot` | Bot account username |
| `bot_password` | (random) | Bot account password |
### 3. TLS Termination (Nginx)
Install Nginx + Certbot:
```bash
apt install -y nginx certbot python3-certbot-nginx
# Client-server API
cat > /etc/nginx/sites-available/matrix <<'EOF'
server {
listen 443 ssl http2;
server_name matrix.timmy-time.xyz;
ssl_certificate /etc/letsencrypt/live/matrix.timmy-time.xyz/fullchain.pem;
ssl_certificate_key /etc/letsencrypt/live/matrix.timmy-time.xyz/privkey.pem;
location / {
proxy_pass http://127.0.0.1:8008;
proxy_set_header Host $host;
proxy_set_header X-Real-IP $remote_addr;
proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
proxy_set_header X-Forwarded-Proto $scheme;
client_max_body_size 50M;
}
}
server {
listen 8448 ssl http2;
server_name matrix.timmy-time.xyz;
ssl_certificate /etc/letsencrypt/live/matrix.timmy-time.xyz/fullchain.pem;
ssl_certificate_key /etc/letsencrypt/live/matrix.timmy-time.xyz/privkey.pem;
location / {
proxy_pass http://127.0.0.1:8008;
proxy_set_header Host $host;
proxy_set_header X-Real-IP $remote_addr;
proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
proxy_set_header X-Forwarded-Proto $scheme;
}
}
EOF
ln -sf /etc/nginx/sites-available/matrix /etc/nginx/sites-enabled/
nginx -t && systemctl reload nginx
# Get cert
certbot --nginx -d matrix.timmy-time.xyz
```
### 4. Wire Hermes Agent
Copy the generated credentials to hermes-agent's environment:
```bash
# From synapse-credentials.env, add to ~/.hermes/.env:
MATRIX_HOMESERVER=https://matrix.timmy-time.xyz
MATRIX_ACCESS_TOKEN=<from synapse-credentials.env>
MATRIX_USER_ID=@hermes-bot:matrix.timmy-time.xyz
MATRIX_DEVICE_ID=<from synapse-credentials.env>
MATRIX_ENCRYPTION=true
```
Then start the gateway:
```bash
hermes gateway --platform matrix
```
### 5. Verify
```bash
# Check Synapse health
curl -s https://matrix.timmy-time.xyz/_matrix/client/versions
# Check federation
curl -s https://matrix.timmy-time.xyz:8448/_matrix/federation/v1/version
# Check bot is connected
# (should appear online in Element or any Matrix client)
```
## Management
Use the management script for day-to-day operations:
```bash
cd /root/hermes-agent/deploy/synapse
./manage.sh status # container health
./manage.sh logs # tail logs
./manage.sh restart # restart Synapse
./manage.sh backup # backup DB + data
./manage.sh update # pull latest image
./manage.sh create-user alice 'password123'
./manage.sh create-user admin 'secret' admin
```
## Backups
```bash
./manage.sh backup
# Creates: backups/YYYYMMDD_HHMMSS/
# ├── synapse_db.sql (PostgreSQL dump)
# └── synapse_data.tar.gz (media store + keys)
```
Automate with cron:
```bash
# Daily backup at 3 AM
0 3 * * * cd /root/hermes-agent/deploy/synapse && ./manage.sh backup >> /var/log/synapse-backup.log 2>&1
```
## Troubleshooting
### Synapse won't start
```bash
docker compose logs synapse
# Common: PostgreSQL not ready. Wait for healthcheck.
```
### Bot can't connect
```bash
# Verify token is valid
curl -H "Authorization: Bearer $MATRIX_ACCESS_TOKEN" \
https://matrix.timmy-time.xyz/_matrix/client/v3/account/whoami
```
### Federation not working
```bash
# Check port 8448 is open
ss -tlnp | grep 8448
# Check firewall
ufw status
```
### High memory usage
```bash
# Check resource limits in docker-compose.yml
docker stats synapse
# Tune in homeserver.yaml: event_cache_size, caches
```
## Security Notes
- Registration is disabled by default (`enable_registration: false`)
- Rate limiting is enforced on login, registration, and messages
- Federation certificate verification is enabled
- `.env` and `synapse-credentials.env` are `chmod 600`
- Client API binds to `127.0.0.1` only (use Nginx for public access)
- Consider: firewall rules, fail2ban, regular backups
## References
- [Synapse Documentation](https://matrix-org.github.io/synapse/latest/)
- [Matrix Spec](https://spec.matrix.org/)
- [Epic #269: Matrix Integration](https://forge.alexanderwhitestone.com/Timmy_Foundation/hermes-agent/issues/269)
- [Issue #272: Deploy Synapse on Ezra](https://forge.alexanderwhitestone.com/Timmy_Foundation/hermes-agent/issues/272)
- [Hermes Matrix Setup Guide](docs/matrix-setup.md)

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@@ -0,0 +1,188 @@
"""Tests for session templates (code-first seeding)."""
import json
import tempfile
from pathlib import Path
from unittest.mock import patch
import pytest
from tools.session_templates import (
SessionTemplate,
SessionTemplates,
TaskType,
ToolCallExample,
)
@pytest.fixture
def tmp_templates(tmp_path):
return SessionTemplates(templates_dir=tmp_path / "templates")
# ---------------------------------------------------------------------------
# Task type classification
# ---------------------------------------------------------------------------
class TestClassifyTaskType:
def test_code_dominant(self, tmp_templates):
calls = [
{"name": "execute_code"}, {"name": "execute_code"},
{"name": "execute_code"}, {"name": "read_file"},
]
assert tmp_templates.classify_task_type(calls) == TaskType.CODE
def test_file_dominant(self, tmp_templates):
calls = [
{"name": "read_file"}, {"name": "write_file"},
{"name": "patch"}, {"name": "read_file"},
{"name": "execute_code"},
]
assert tmp_templates.classify_task_type(calls) == TaskType.FILE
def test_research_dominant(self, tmp_templates):
calls = [
{"name": "web_search"}, {"name": "web_fetch"},
{"name": "web_search"}, {"name": "read_file"},
]
assert tmp_templates.classify_task_type(calls) == TaskType.RESEARCH
def test_mixed_no_dominant(self, tmp_templates):
calls = [
{"name": "execute_code"}, {"name": "read_file"},
{"name": "web_search"},
]
assert tmp_templates.classify_task_type(calls) == TaskType.MIXED
def test_empty_returns_mixed(self, tmp_templates):
assert tmp_templates.classify_task_type([]) == TaskType.MIXED
def test_threshold_is_60_percent(self, tmp_templates):
# 59% code (5/9) should be MIXED
calls = [{"name": "execute_code"}] * 5 + [{"name": "read_file"}] * 4
assert tmp_templates.classify_task_type(calls) == TaskType.MIXED
# 60% code (6/10) should be CODE
calls = [{"name": "execute_code"}] * 6 + [{"name": "read_file"}] * 4
assert tmp_templates.classify_task_type(calls) == TaskType.CODE
# ---------------------------------------------------------------------------
# Template CRUD
# ---------------------------------------------------------------------------
class TestTemplateCRUD:
def test_save_and_list(self, tmp_templates):
template = SessionTemplate(
name="test-code",
task_type=TaskType.CODE,
examples=[
ToolCallExample(tool_name="execute_code", args={"code": "print('hi')"}, success=True),
],
created_at="2026-01-01T00:00:00Z",
)
tmp_templates.save_template(template)
templates = tmp_templates.list_templates()
assert len(templates) == 1
assert templates[0].name == "test-code"
assert templates[0].task_type == TaskType.CODE
def test_list_filter_by_type(self, tmp_templates):
tmp_templates.save_template(SessionTemplate(name="t1", task_type=TaskType.CODE, examples=[]))
tmp_templates.save_template(SessionTemplate(name="t2", task_type=TaskType.FILE, examples=[]))
code_templates = tmp_templates.list_templates(TaskType.CODE)
assert len(code_templates) == 1
assert code_templates[0].name == "t1"
def test_delete(self, tmp_templates):
tmp_templates.save_template(SessionTemplate(name="delete-me", task_type=TaskType.CODE, examples=[]))
assert tmp_templates.delete_template("delete-me") is True
assert len(tmp_templates.list_templates()) == 0
def test_delete_nonexistent(self, tmp_templates):
assert tmp_templates.delete_template("nope") is False
def test_get_template_returns_best(self, tmp_templates):
tmp_templates.save_template(SessionTemplate(
name="low-usage", task_type=TaskType.CODE, examples=[], usage_count=1,
))
tmp_templates.save_template(SessionTemplate(
name="high-usage", task_type=TaskType.CODE, examples=[], usage_count=5,
))
best = tmp_templates.get_template(TaskType.CODE)
assert best.name == "high-usage"
def test_get_template_returns_none_if_empty(self, tmp_templates):
assert tmp_templates.get_template(TaskType.CODE) is None
# ---------------------------------------------------------------------------
# Template injection
# ---------------------------------------------------------------------------
class TestInjectIntoMessages:
def test_injects_after_system(self, tmp_templates):
template = SessionTemplate(
name="test-inject",
task_type=TaskType.CODE,
examples=[
ToolCallExample(
tool_name="execute_code",
args={"code": "x=1"},
result_preview="1",
success=True,
),
],
)
messages = [
{"role": "system", "content": "You are Timmy."},
{"role": "user", "content": "Hello"},
]
result = tmp_templates.inject_into_messages(template, messages)
# Should have: system, template system note, assistant tool call, tool result, user
assert len(result) == 5
assert result[0]["role"] == "system"
assert "Session Template" in result[1]["content"]
assert result[2]["role"] == "assistant"
assert result[3]["role"] == "tool"
assert result[4]["role"] == "user"
def test_skips_failed_examples(self, tmp_templates):
template = SessionTemplate(
name="test-fail",
task_type=TaskType.CODE,
examples=[
ToolCallExample(tool_name="execute_code", args={}, success=False),
ToolCallExample(tool_name="read_file", args={"path": "x"}, success=True),
],
)
messages = [{"role": "system", "content": "sys"}]
result = tmp_templates.inject_into_messages(template, messages)
# Only the successful example should be injected
tool_calls = [m for m in result if m.get("role") == "assistant" and m.get("tool_calls")]
assert len(tool_calls) == 1
assert tool_calls[0]["tool_calls"][0]["function"]["name"] == "read_file"
def test_increments_usage(self, tmp_templates):
template = SessionTemplate(name="usage-test", task_type=TaskType.CODE, examples=[
ToolCallExample(tool_name="execute_code", args={}, success=True),
])
tmp_templates.save_template(template)
tmp_templates.inject_into_messages(template, [{"role": "system", "content": "x"}])
assert template.usage_count == 1
def test_empty_template_returns_original(self, tmp_templates):
template = SessionTemplate(name="empty", task_type=TaskType.CODE, examples=[])
messages = [{"role": "user", "content": "hi"}]
result = tmp_templates.inject_into_messages(template, messages)
assert result == messages
def test_no_template_returns_original(self, tmp_templates):
messages = [{"role": "user", "content": "hi"}]
result = tmp_templates.inject_into_messages(None, messages)
assert result == messages

418
tools/session_templates.py Normal file
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"""
Session templates for code-first seeding.
Research finding: Code-heavy sessions (execute_code dominant in first 30 turns)
improve over time. File-heavy sessions degrade. The key is deterministic
feedback loops, not arbitrary context.
This module provides:
1. Task type classification (CODE, FILE, RESEARCH, MIXED)
2. Template extraction from completed sessions
3. Template storage (~/.hermes/session-templates/)
4. Template injection into new sessions
5. CLI interface for template management
Closes #329.
"""
from __future__ import annotations
import json
import os
import sqlite3
from dataclasses import asdict, dataclass, field
from enum import Enum
from pathlib import Path
from typing import Any, Optional
# ---------------------------------------------------------------------------
# Constants
# ---------------------------------------------------------------------------
HERMES_HOME = Path(os.environ.get("HERMES_HOME", str(Path.home() / ".hermes")))
TEMPLATES_DIR = HERMES_HOME / "session-templates"
SESSIONS_DB = HERMES_HOME / "state.db"
# Tool classification sets
CODE_TOOLS = frozenset({"execute_code", "code_execution"})
FILE_TOOLS = frozenset({"read_file", "write_file", "patch", "search_files"})
RESEARCH_TOOLS = frozenset({"web_search", "web_fetch", "browser_navigate", "browser_snapshot"})
# Dominance threshold for task type classification
DOMINANCE_THRESHOLD = 0.6
# Default max examples to extract per template
DEFAULT_MAX_EXAMPLES = 10
# ---------------------------------------------------------------------------
# Data model
# ---------------------------------------------------------------------------
class TaskType(str, Enum):
CODE = "code"
FILE = "file"
RESEARCH = "research"
MIXED = "mixed"
@dataclass
class ToolCallExample:
"""A single tool call with its result, used as a template example."""
tool_name: str
args: dict[str, Any]
result_preview: str = ""
success: bool = True
@dataclass
class SessionTemplate:
"""A session template containing tool call examples for seeding."""
name: str
task_type: TaskType
examples: list[ToolCallExample] = field(default_factory=list)
source_session_id: str = ""
created_at: str = ""
usage_count: int = 0
description: str = ""
# ---------------------------------------------------------------------------
# Core logic
# ---------------------------------------------------------------------------
class SessionTemplates:
"""Manages session templates for code-first seeding."""
def __init__(self, templates_dir: Optional[Path] = None):
self.templates_dir = templates_dir or TEMPLATES_DIR
self.templates_dir.mkdir(parents=True, exist_ok=True)
def classify_task_type(self, tool_calls: list[dict[str, Any]]) -> TaskType:
"""Classify a session's task type based on tool call patterns.
Uses 60% threshold for dominant type.
"""
if not tool_calls:
return TaskType.MIXED
total = len(tool_calls)
code_count = 0
file_count = 0
research_count = 0
for tc in tool_calls:
name = tc.get("name", tc.get("tool_name", "")).lower()
if name in CODE_TOOLS:
code_count += 1
elif name in FILE_TOOLS:
file_count += 1
elif name in RESEARCH_TOOLS:
research_count += 1
code_ratio = code_count / total
file_ratio = file_count / total
research_ratio = research_count / total
if code_ratio >= DOMINANCE_THRESHOLD:
return TaskType.CODE
if file_ratio >= DOMINANCE_THRESHOLD:
return TaskType.FILE
if research_ratio >= DOMINANCE_THRESHOLD:
return TaskType.RESEARCH
return TaskType.MIXED
def extract_from_session(
self,
session_id: str,
max_examples: int = DEFAULT_MAX_EXAMPLES,
) -> list[ToolCallExample]:
"""Extract tool call examples from a completed session.
Reads from the SQLite session database.
"""
examples: list[ToolCallExample] = []
db_path = SESSIONS_DB
if not db_path.exists():
return examples
try:
conn = sqlite3.connect(str(db_path))
conn.row_factory = sqlite3.Row
rows = conn.execute(
"SELECT messages FROM sessions WHERE session_id = ? ORDER BY created_at DESC LIMIT 1",
(session_id,),
).fetchone()
if not rows:
conn.close()
return examples
messages = json.loads(rows["messages"])
# Extract tool calls from assistant messages
for msg in messages:
if msg.get("role") != "assistant":
continue
tool_calls = msg.get("tool_calls", [])
if not tool_calls:
continue
for tc in tool_calls:
if len(examples) >= max_examples:
break
fn = tc.get("function", {})
name = fn.get("name", "")
if not name:
continue
try:
args = json.loads(fn.get("arguments", "{}"))
except (json.JSONDecodeError, TypeError):
args = {}
# Find the corresponding tool result
result_preview = ""
success = True
tc_id = tc.get("id", "")
for result_msg in messages:
if (result_msg.get("role") == "tool"
and result_msg.get("tool_call_id") == tc_id):
content = result_msg.get("content", "")
result_preview = str(content)[:200]
# Heuristic: errors contain common failure markers
if any(marker in result_preview.lower() for marker in ("error", "failed", "traceback", "exception")):
success = False
break
examples.append(ToolCallExample(
tool_name=name,
args=args,
result_preview=result_preview,
success=success,
))
conn.close()
except Exception:
pass
return examples
def create_template(
self,
session_id: str,
name: Optional[str] = None,
description: str = "",
max_examples: int = DEFAULT_MAX_EXAMPLES,
) -> Optional[SessionTemplate]:
"""Create a template from a session's tool call history."""
examples = self.extract_from_session(session_id, max_examples)
if not examples:
return None
tool_calls_for_type = [{"name": e.tool_name} for e in examples]
task_type = self.classify_task_type(tool_calls_for_type)
template_name = name or f"{task_type.value}_{session_id[:8]}"
from datetime import datetime
template = SessionTemplate(
name=template_name,
task_type=task_type,
examples=examples,
source_session_id=session_id,
created_at=datetime.utcnow().isoformat() + "Z",
description=description or f"Auto-extracted from {session_id}",
)
self.save_template(template)
return template
def save_template(self, template: SessionTemplate) -> Path:
"""Save a template to disk."""
path = self.templates_dir / f"{template.name}.json"
data = {
"name": template.name,
"task_type": template.task_type.value,
"examples": [asdict(e) for e in template.examples],
"source_session_id": template.source_session_id,
"created_at": template.created_at,
"usage_count": template.usage_count,
"description": template.description,
}
path.write_text(json.dumps(data, indent=2, sort_keys=True) + "\n")
return path
def get_template(self, task_type: TaskType) -> Optional[SessionTemplate]:
"""Get the best template for a given task type."""
templates = self.list_templates(task_type)
if not templates:
return None
# Prefer templates with more usage (proven useful)
templates.sort(key=lambda t: t.usage_count, reverse=True)
return templates[0]
def list_templates(self, task_type: Optional[TaskType] = None) -> list[SessionTemplate]:
"""List all templates, optionally filtered by type."""
templates: list[SessionTemplate] = []
for path in sorted(self.templates_dir.glob("*.json")):
try:
data = json.loads(path.read_text())
examples = [ToolCallExample(**e) for e in data.get("examples", [])]
template = SessionTemplate(
name=data["name"],
task_type=TaskType(data["task_type"]),
examples=examples,
source_session_id=data.get("source_session_id", ""),
created_at=data.get("created_at", ""),
usage_count=data.get("usage_count", 0),
description=data.get("description", ""),
)
if task_type is None or template.task_type == task_type:
templates.append(template)
except Exception:
continue
return templates
def delete_template(self, name: str) -> bool:
"""Delete a template by name."""
path = self.templates_dir / f"{name}.json"
if path.exists():
path.unlink()
return True
return False
def inject_into_messages(
self,
template: SessionTemplate,
messages: list[dict[str, Any]],
) -> list[dict[str, Any]]:
"""Inject template examples into a session's messages.
Inserts tool call examples after system messages to establish
feedback loops early.
"""
if not template or not template.examples:
return messages
# Build injection messages
injection: list[dict[str, Any]] = []
# System note about the template
injection.append({
"role": "system",
"content": (
f"[Session Template: '{template.name}' ({template.task_type.value})]\n"
f"The following are examples of successful tool calls from a similar session. "
f"Use them as patterns for your own tool usage."
),
})
# Add example tool call/result pairs
for ex in template.examples:
if not ex.success:
continue # Only inject successful examples
injection.append({
"role": "assistant",
"content": None,
"tool_calls": [{
"id": f"template_{template.name}_{ex.tool_name}",
"type": "function",
"function": {
"name": ex.tool_name,
"arguments": json.dumps(ex.args),
},
}],
})
injection.append({
"role": "tool",
"tool_call_id": f"template_{template.name}_{ex.tool_name}",
"content": ex.result_preview or "(example result)",
})
# Find insertion point: after system messages
insert_idx = 0
for i, msg in enumerate(messages):
if msg.get("role") == "system":
insert_idx = i + 1
else:
break
# Insert
result = messages[:insert_idx] + injection + messages[insert_idx:]
# Update usage count
template.usage_count += 1
self.save_template(template)
return result
# ---------------------------------------------------------------------------
# CLI
# ---------------------------------------------------------------------------
def _cli():
"""Simple CLI for session template management."""
import argparse
import sys
parser = argparse.ArgumentParser(description="Session template management")
sub = parser.add_subparsers(dest="command")
# list
list_cmd = sub.add_parser("list", help="List templates")
list_cmd.add_argument("--type", choices=["code", "file", "research", "mixed"])
# create
create_cmd = sub.add_parser("create", help="Create template from session")
create_cmd.add_argument("session_id", help="Session ID to extract from")
create_cmd.add_argument("--name", help="Template name")
create_cmd.add_argument("--max-examples", type=int, default=10)
# delete
delete_cmd = sub.add_parser("delete", help="Delete template")
delete_cmd.add_argument("name", help="Template name")
args = parser.parse_args()
tm = SessionTemplates()
if args.command == "list":
task_type = TaskType(args.type) if args.type else None
templates = tm.list_templates(task_type)
if not templates:
print("No templates found.")
return
for t in templates:
print(f" {t.name:30s} {t.task_type.value:10s} {len(t.examples)} examples, used {t.usage_count}x")
elif args.command == "create":
template = tm.create_template(args.session_id, name=args.name, max_examples=args.max_examples)
if template:
print(f"Created template: {template.name} ({template.task_type.value}, {len(template.examples)} examples)")
else:
print(f"No tool calls found in session {args.session_id}")
sys.exit(1)
elif args.command == "delete":
if tm.delete_template(args.name):
print(f"Deleted template: {args.name}")
else:
print(f"Template not found: {args.name}")
sys.exit(1)
else:
parser.print_help()
if __name__ == "__main__":
_cli()