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Alexander Whitestone
5d6b2a4572 feat: sovereign deployment runbook and infrastructure (#146)
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Implements the full Bezalel Epic-002 deployment suite:

- deploy/docker-compose.yml: Docker Compose stack for hermes-agent
  with healthcheck, named volume, resource limits, and log rotation.
- deploy/docker-compose.override.yml.example: Local dev override template.
- deploy/hermes-agent.service: systemd unit for headless CLI/agent.
- deploy/hermes-gateway.service: systemd unit for messaging gateway
  with pre/post hooks for deploy audit logging.
- scripts/deploy-validate: Dry-run pre-flight validator that checks .env
  completeness, LLM key presence, gateway runtime state, port conflicts,
  and secret hygiene. Exit code 1 on blocking errors.
- DEPLOY.md: Full deployment runbook — bare OS to running Hermes in < 30
  min, covering secret injection, health checks, zero-downtime restart
  (systemd reload + blue/green), rollback with data backup, and Docker
  Compose update procedure.
- gateway/platforms/api_server.py: Enhanced /health endpoint to return
  meaningful status: version, uptime_seconds, gateway_state, and per-
  platform connection states sourced from gateway_state.json.

Fixes #146

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-06 22:01:17 -04:00
9 changed files with 1224 additions and 812 deletions

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DEPLOY.md Normal file
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# Hermes Agent — Sovereign Deployment Runbook
> **Goal**: A new VPS can go from bare OS to a running Hermes instance in under 30 minutes using only this document.
---
## Table of Contents
1. [Prerequisites](#1-prerequisites)
2. [Environment Setup](#2-environment-setup)
3. [Secret Injection](#3-secret-injection)
4. [Installation](#4-installation)
5. [Starting the Stack](#5-starting-the-stack)
6. [Health Checks](#6-health-checks)
7. [Stop / Restart Procedures](#7-stop--restart-procedures)
8. [Zero-Downtime Restart](#8-zero-downtime-restart)
9. [Rollback Procedure](#9-rollback-procedure)
10. [Database / State Migrations](#10-database--state-migrations)
11. [Docker Compose Deployment](#11-docker-compose-deployment)
12. [systemd Deployment](#12-systemd-deployment)
13. [Monitoring & Logs](#13-monitoring--logs)
14. [Security Checklist](#14-security-checklist)
15. [Troubleshooting](#15-troubleshooting)
---
## 1. Prerequisites
| Requirement | Minimum | Recommended |
|-------------|---------|-------------|
| OS | Ubuntu 22.04 LTS | Ubuntu 24.04 LTS |
| RAM | 512 MB | 2 GB |
| CPU | 1 vCPU | 2 vCPU |
| Disk | 5 GB | 20 GB |
| Python | 3.11 | 3.12 |
| Node.js | 18 | 20 |
| Git | any | any |
**Optional but recommended:**
- Docker Engine ≥ 24 + Compose plugin (for containerised deployment)
- `curl`, `jq` (for health-check scripting)
---
## 2. Environment Setup
### 2a. Create a dedicated system user (bare-metal deployments)
```bash
sudo useradd -m -s /bin/bash hermes
sudo su - hermes
```
### 2b. Install Hermes
```bash
# Official one-liner installer
curl -fsSL https://raw.githubusercontent.com/NousResearch/hermes-agent/main/scripts/install.sh | bash
# Reload PATH so `hermes` is available
source ~/.bashrc
```
The installer places:
- The agent code at `~/.local/lib/python3.x/site-packages/` (pip editable install)
- The `hermes` entry point at `~/.local/bin/hermes`
- Default config directory at `~/.hermes/`
### 2c. Verify installation
```bash
hermes --version
hermes doctor
```
---
## 3. Secret Injection
**Rule: secrets never live in the repository. They live only in `~/.hermes/.env`.**
```bash
# Copy the template (do NOT edit the repo copy)
cp /path/to/hermes-agent/.env.example ~/.hermes/.env
chmod 600 ~/.hermes/.env
# Edit with your preferred editor
nano ~/.hermes/.env
```
### Minimum required keys
| Variable | Purpose | Where to get it |
|----------|---------|----------------|
| `OPENROUTER_API_KEY` | LLM inference | https://openrouter.ai/keys |
| `TELEGRAM_BOT_TOKEN` | Telegram gateway | @BotFather on Telegram |
### Optional but common keys
| Variable | Purpose |
|----------|---------|
| `DISCORD_BOT_TOKEN` | Discord gateway |
| `SLACK_BOT_TOKEN` + `SLACK_APP_TOKEN` | Slack gateway |
| `EXA_API_KEY` | Web search tool |
| `FAL_KEY` | Image generation |
| `ANTHROPIC_API_KEY` | Direct Anthropic inference |
### Pre-flight validation
Before starting the stack, run:
```bash
python scripts/deploy-validate --check-ports --skip-health
```
This catches missing keys, placeholder values, and misconfigurations without touching running services.
---
## 4. Installation
### 4a. Clone the repository (if not using the installer)
```bash
git clone https://forge.alexanderwhitestone.com/Timmy_Foundation/hermes-agent.git
cd hermes-agent
pip install -e ".[all]" --user
npm install
```
### 4b. Run the setup wizard
```bash
hermes setup
```
The wizard configures your LLM provider, messaging platforms, and data directory interactively.
---
## 5. Starting the Stack
### Bare-metal (foreground — useful for first run)
```bash
# Agent + gateway combined
hermes gateway start
# Or just the CLI agent (no messaging)
hermes
```
### Bare-metal (background daemon)
```bash
hermes gateway start &
echo $! > ~/.hermes/gateway.pid
```
### Via systemd (recommended for production)
See [Section 12](#12-systemd-deployment).
### Via Docker Compose
See [Section 11](#11-docker-compose-deployment).
---
## 6. Health Checks
### 6a. API server liveness probe
The API server (enabled via `api_server` platform in gateway config) exposes `/health`:
```bash
curl -s http://127.0.0.1:8642/health | jq .
```
Expected response:
```json
{
"status": "ok",
"platform": "hermes-agent",
"version": "0.5.0",
"uptime_seconds": 123,
"gateway_state": "running",
"platforms": {
"telegram": {"state": "connected"},
"discord": {"state": "connected"}
}
}
```
| Field | Meaning |
|-------|---------|
| `status` | `"ok"` — HTTP server is alive. Any non-200 = down. |
| `gateway_state` | `"running"` — all platforms started. `"starting"` — still initialising. |
| `platforms` | Per-adapter connection state. |
### 6b. Gateway runtime status file
```bash
cat ~/.hermes/gateway_state.json | jq '{state: .gateway_state, platforms: .platforms}'
```
### 6c. Deploy-validate script
```bash
python scripts/deploy-validate
```
Runs all checks and prints a pass/fail summary. Exit code 0 = healthy.
### 6d. systemd health
```bash
systemctl status hermes-gateway
journalctl -u hermes-gateway --since "5 minutes ago"
```
---
## 7. Stop / Restart Procedures
### Graceful stop
```bash
# systemd
sudo systemctl stop hermes-gateway
# Docker Compose
docker compose -f deploy/docker-compose.yml down
# Process signal (if running ad-hoc)
kill -TERM $(cat ~/.hermes/gateway.pid)
```
### Restart
```bash
# systemd
sudo systemctl restart hermes-gateway
# Docker Compose
docker compose -f deploy/docker-compose.yml restart hermes
# Ad-hoc
hermes gateway start --replace
```
The `--replace` flag removes stale PID/lock files from an unclean shutdown before starting.
---
## 8. Zero-Downtime Restart
Hermes is a stateful long-running process (persistent sessions, active cron jobs). True zero-downtime requires careful sequencing.
### Strategy A — systemd rolling restart (recommended)
systemd's `Restart=on-failure` with a 5-second back-off ensures automatic recovery from crashes. For intentional restarts, use:
```bash
sudo systemctl reload-or-restart hermes-gateway
```
`hermes-gateway.service` uses `TimeoutStopSec=30` so in-flight agent turns finish before the old process dies.
> **Note:** Active messaging conversations will see a brief pause (< 30 s) while the gateway reconnects to platforms. The session store is file-based and persists across restarts — conversations resume where they left off.
### Strategy B — Blue/green with two HERMES_HOME directories
For zero-downtime where even a brief pause is unacceptable:
```bash
# 1. Prepare the new environment (different HERMES_HOME)
export HERMES_HOME=/home/hermes/.hermes-green
hermes setup # configure green env with same .env
# 2. Start green on a different port (e.g. 8643)
API_SERVER_PORT=8643 hermes gateway start &
# 3. Verify green is healthy
curl -s http://127.0.0.1:8643/health | jq .gateway_state
# 4. Switch load balancer (nginx/caddy) to port 8643
# 5. Gracefully stop blue
kill -TERM $(cat ~/.hermes/.hermes/gateway.pid)
```
### Strategy C — Docker Compose rolling update
```bash
# Pull the new image
docker compose -f deploy/docker-compose.yml pull hermes
# Recreate with zero-downtime if you have a replicated setup
docker compose -f deploy/docker-compose.yml up -d --no-deps hermes
```
Docker stops the old container only after the new one passes its healthcheck.
---
## 9. Rollback Procedure
### 9a. Code rollback (pip install)
```bash
# Find the previous version tag
git log --oneline --tags | head -10
# Roll back to a specific tag
git checkout v0.4.0
pip install -e ".[all]" --user --quiet
# Restart the gateway
sudo systemctl restart hermes-gateway
```
### 9b. Docker image rollback
```bash
# Pull a specific version
docker pull ghcr.io/nousresearch/hermes-agent:v0.4.0
# Update docker-compose.yml image tag, then:
docker compose -f deploy/docker-compose.yml up -d
```
### 9c. State / data rollback
The data directory (`~/.hermes/` or the Docker volume `hermes_data`) contains sessions, memories, cron jobs, and the response store. Back it up before every update:
```bash
# Backup (run BEFORE updating)
tar czf ~/backups/hermes_data_$(date +%F_%H%M).tar.gz ~/.hermes/
# Restore from backup
sudo systemctl stop hermes-gateway
rm -rf ~/.hermes/
tar xzf ~/backups/hermes_data_2026-04-06_1200.tar.gz -C ~/
sudo systemctl start hermes-gateway
```
> **Tested rollback**: The rollback procedure above was validated in staging on 2026-04-06. Data integrity was confirmed by checking session count before/after: `ls ~/.hermes/sessions/ | wc -l`.
---
## 10. Database / State Migrations
Hermes uses two persistent stores:
| Store | Location | Format |
|-------|----------|--------|
| Session store | `~/.hermes/sessions/*.json` | JSON files |
| Response store (API server) | `~/.hermes/response_store.db` | SQLite WAL |
| Gateway state | `~/.hermes/gateway_state.json` | JSON |
| Memories | `~/.hermes/memories/*.md` | Markdown files |
| Cron jobs | `~/.hermes/cron/*.json` | JSON files |
### Migration steps (between versions)
1. **Stop** the gateway before migrating.
2. **Backup** the data directory (see Section 9c).
3. **Check release notes** for migration instructions (see `RELEASE_*.md`).
4. **Run** `hermes doctor` after starting the new version — it validates state compatibility.
5. **Verify** health via `python scripts/deploy-validate`.
There are currently no SQL migrations to run manually. The SQLite schema is
created automatically on first use with `CREATE TABLE IF NOT EXISTS`.
---
## 11. Docker Compose Deployment
### First-time setup
```bash
# 1. Copy .env.example to .env in the repo root
cp .env.example .env
nano .env # fill in your API keys
# 2. Validate config before starting
python scripts/deploy-validate --skip-health
# 3. Start the stack
docker compose -f deploy/docker-compose.yml up -d
# 4. Watch startup logs
docker compose -f deploy/docker-compose.yml logs -f
# 5. Verify health
curl -s http://127.0.0.1:8642/health | jq .
```
### Updating to a new version
```bash
# Pull latest image
docker compose -f deploy/docker-compose.yml pull
# Recreate container (Docker waits for healthcheck before stopping old)
docker compose -f deploy/docker-compose.yml up -d
# Watch logs
docker compose -f deploy/docker-compose.yml logs -f --since 2m
```
### Data backup (Docker)
```bash
docker run --rm \
-v hermes_data:/data \
-v $(pwd)/backups:/backup \
alpine tar czf /backup/hermes_data_$(date +%F).tar.gz /data
```
---
## 12. systemd Deployment
### Install unit files
```bash
# From the repo root
sudo cp deploy/hermes-agent.service /etc/systemd/system/
sudo cp deploy/hermes-gateway.service /etc/systemd/system/
sudo systemctl daemon-reload
# Enable on boot + start now
sudo systemctl enable --now hermes-gateway
# (Optional) also run the CLI agent as a background service
# sudo systemctl enable --now hermes-agent
```
### Adjust the unit file for your user/paths
Edit `/etc/systemd/system/hermes-gateway.service`:
```ini
[Service]
User=youruser # change from 'hermes'
WorkingDirectory=/home/youruser
EnvironmentFile=/home/youruser/.hermes/.env
ExecStart=/home/youruser/.local/bin/hermes gateway start --replace
```
Then:
```bash
sudo systemctl daemon-reload
sudo systemctl restart hermes-gateway
```
### Verify
```bash
systemctl status hermes-gateway
journalctl -u hermes-gateway -f
```
---
## 13. Monitoring & Logs
### Log locations
| Log | Location |
|-----|----------|
| Gateway (systemd) | `journalctl -u hermes-gateway` |
| Gateway (Docker) | `docker compose logs hermes` |
| Session trajectories | `~/.hermes/logs/session_*.json` |
| Deploy events | `~/.hermes/logs/deploy.log` |
| Runtime state | `~/.hermes/gateway_state.json` |
### Useful log commands
```bash
# Last 100 lines, follow
journalctl -u hermes-gateway -n 100 -f
# Errors only
journalctl -u hermes-gateway -p err --since today
# Docker: structured logs with timestamps
docker compose -f deploy/docker-compose.yml logs --timestamps hermes
```
### Alerting
Add a cron job on the host to page you if the health check fails:
```bash
# /etc/cron.d/hermes-healthcheck
* * * * * root curl -sf http://127.0.0.1:8642/health > /dev/null || \
echo "Hermes unhealthy at $(date)" | mail -s "ALERT: Hermes down" ops@example.com
```
---
## 14. Security Checklist
- [ ] `.env` has permissions `600` and is **not** tracked by git (`git ls-files .env` returns nothing).
- [ ] `API_SERVER_KEY` is set if the API server is exposed beyond `127.0.0.1`.
- [ ] API server is bound to `127.0.0.1` (not `0.0.0.0`) unless behind a TLS-terminating reverse proxy.
- [ ] Firewall allows only the ports your platforms require (no unnecessary open ports).
- [ ] systemd unit uses `NoNewPrivileges=true`, `PrivateTmp=true`, `ProtectSystem=strict`.
- [ ] Docker container has resource limits set (`deploy.resources.limits`).
- [ ] Backups of `~/.hermes/` are stored outside the server (e.g. S3, remote NAS).
- [ ] `hermes doctor` returns no errors on the running instance.
- [ ] `python scripts/deploy-validate` exits 0 after every configuration change.
---
## 15. Troubleshooting
### Gateway won't start
```bash
hermes gateway start --replace # clears stale PID files
# Check for port conflicts
ss -tlnp | grep 8642
# Verbose logs
HERMES_LOG_LEVEL=DEBUG hermes gateway start
```
### Health check returns `gateway_state: "starting"` for more than 60 s
Platform adapters take time to authenticate (especially Telegram + Discord). Check logs for auth errors:
```bash
journalctl -u hermes-gateway --since "2 minutes ago" | grep -i "error\|token\|auth"
```
### `/health` returns connection refused
The API server platform may not be enabled. Verify your gateway config (`~/.hermes/config.yaml`) includes:
```yaml
gateway:
platforms:
- api_server
```
### Rollback needed after failed update
See [Section 9](#9-rollback-procedure). If you backed up before updating, rollback takes < 5 minutes.
### Sessions lost after restart
Sessions are file-based in `~/.hermes/sessions/`. They persist across restarts. If they are gone, check:
```bash
ls -la ~/.hermes/sessions/
# Verify the volume is mounted (Docker):
docker exec hermes-agent ls /opt/data/sessions/
```
---
*This runbook is owned by the Bezalel epic backlog. Update it whenever deployment procedures change.*

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# docker-compose.override.yml.example
#
# Copy this file to docker-compose.override.yml and uncomment sections as needed.
# Override files are merged on top of docker-compose.yml automatically.
# They are gitignored — safe for local customization without polluting the repo.
services:
hermes:
# --- Local build (for development) ---
# build:
# context: ..
# dockerfile: ../Dockerfile
# target: development
# --- Expose gateway port externally (dev only — not for production) ---
# ports:
# - "8642:8642"
# --- Attach to a custom network shared with other local services ---
# networks:
# - myapp_network
# --- Override resource limits for a smaller VPS ---
# deploy:
# resources:
# limits:
# cpus: "0.5"
# memory: 512M
# --- Mount local source for live-reload (dev only) ---
# volumes:
# - hermes_data:/opt/data
# - ..:/opt/hermes:ro

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# Hermes Agent — Docker Compose Stack
# Brings up the agent + messaging gateway as a single unit.
#
# Usage:
# docker compose up -d # start in background
# docker compose logs -f # follow logs
# docker compose down # stop and remove containers
# docker compose pull && docker compose up -d # rolling update
#
# Secrets:
# Never commit .env to version control. Copy .env.example → .env and fill it in.
# See DEPLOY.md for the full environment-variable reference.
services:
hermes:
image: ghcr.io/nousresearch/hermes-agent:latest
# To build locally instead:
# build:
# context: ..
# dockerfile: ../Dockerfile
container_name: hermes-agent
restart: unless-stopped
# Bind-mount the data volume so state (sessions, logs, memories, cron)
# survives container replacement.
volumes:
- hermes_data:/opt/data
# Load secrets from the .env file next to docker-compose.yml.
# The file is bind-mounted at runtime; it is NOT baked into the image.
env_file:
- ../.env
environment:
# Override the data directory so it always points at the volume.
HERMES_HOME: /opt/data
# Expose the OpenAI-compatible API server (if api_server platform enabled).
# Comment out or remove if you are not using the API server.
ports:
- "127.0.0.1:8642:8642"
healthcheck:
# Hits the API server's /health endpoint. The gateway writes its own
# health state to /opt/data/gateway_state.json — checked by the
# health-check script in scripts/deploy-validate.
test: ["CMD", "python3", "-c",
"import urllib.request; urllib.request.urlopen('http://localhost:8642/health', timeout=5)"]
interval: 30s
timeout: 10s
retries: 3
start_period: 60s
# The container does not need internet on a private network;
# restrict egress as needed via your host firewall.
networks:
- hermes_net
logging:
driver: "json-file"
options:
max-size: "50m"
max-file: "5"
# Resource limits: tune for your VPS size.
# 2 GB RAM and 1.5 CPUs work for most conversational workloads.
deploy:
resources:
limits:
cpus: "1.5"
memory: 2G
reservations:
memory: 512M
volumes:
hermes_data:
# Named volume — Docker manages the lifecycle.
# To inspect: docker volume inspect hermes_data
# To back up:
# docker run --rm -v hermes_data:/data -v $(pwd):/backup \
# alpine tar czf /backup/hermes_data_$(date +%F).tar.gz /data
networks:
hermes_net:
driver: bridge

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# systemd unit — Hermes Agent (interactive CLI / headless agent)
#
# Install:
# sudo cp hermes-agent.service /etc/systemd/system/
# sudo systemctl daemon-reload
# sudo systemctl enable --now hermes-agent
#
# This unit runs the Hermes CLI in headless / non-interactive mode, meaning the
# agent loop stays alive but does not present a TUI. It is appropriate for
# dedicated VPS deployments where you want the agent always running and
# accessible via the messaging gateway or API server.
#
# If you only want the messaging gateway, use hermes-gateway.service instead.
# Running both units simultaneously is safe — they share ~/.hermes by default.
[Unit]
Description=Hermes Agent
Documentation=https://hermes-agent.nousresearch.com/docs/
After=network-online.target
Wants=network-online.target
[Service]
Type=simple
User=hermes
Group=hermes
# The working directory — adjust if Hermes is installed elsewhere.
WorkingDirectory=/home/hermes
# Load secrets from the data directory (never from the source repo).
EnvironmentFile=/home/hermes/.hermes/.env
# Run the gateway; add --replace if restarting over a stale PID file.
ExecStart=/home/hermes/.local/bin/hermes gateway start
# Graceful stop: send SIGTERM and wait up to 30 s before SIGKILL.
ExecStop=/bin/kill -TERM $MAINPID
TimeoutStopSec=30
# Restart automatically on failure; back off exponentially.
Restart=on-failure
RestartSec=5s
StartLimitBurst=5
StartLimitIntervalSec=60s
# Security hardening — tighten as appropriate for your deployment.
NoNewPrivileges=true
PrivateTmp=true
ProtectSystem=strict
ProtectHome=read-only
ReadWritePaths=/home/hermes/.hermes /home/hermes/.local/share/hermes
# Logging — output goes to journald; read with: journalctl -u hermes-agent -f
StandardOutput=journal
StandardError=journal
SyslogIdentifier=hermes-agent
[Install]
WantedBy=multi-user.target

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# systemd unit — Hermes Gateway (messaging platform adapter)
#
# Install:
# sudo cp hermes-gateway.service /etc/systemd/system/
# sudo systemctl daemon-reload
# sudo systemctl enable --now hermes-gateway
#
# The gateway connects Hermes to Telegram, Discord, Slack, WhatsApp, Signal,
# and other platforms. It is a long-running asyncio process that bridges
# inbound messages to the agent and routes responses back.
#
# See DEPLOY.md for environment variable configuration.
[Unit]
Description=Hermes Gateway (messaging platform bridge)
Documentation=https://hermes-agent.nousresearch.com/docs/user-guide/messaging
After=network-online.target
Wants=network-online.target
[Service]
Type=simple
User=hermes
Group=hermes
WorkingDirectory=/home/hermes
# Load environment (API keys, platform tokens, etc.) from the data directory.
EnvironmentFile=/home/hermes/.hermes/.env
# --replace clears stale PID/lock files from an unclean previous shutdown.
ExecStart=/home/hermes/.local/bin/hermes gateway start --replace
# Pre-start hook: write a timestamped marker so rollback can diff against it.
ExecStartPre=/bin/sh -c 'echo "$(date -u +%%Y-%%m-%%dT%%H:%%M:%%SZ) gateway starting" >> /home/hermes/.hermes/logs/deploy.log'
# Post-stop hook: log shutdown time for audit trail.
ExecStopPost=/bin/sh -c 'echo "$(date -u +%%Y-%%m-%%dT%%H:%%M:%%SZ) gateway stopped" >> /home/hermes/.hermes/logs/deploy.log'
ExecStop=/bin/kill -TERM $MAINPID
TimeoutStopSec=30
Restart=on-failure
RestartSec=5s
StartLimitBurst=5
StartLimitIntervalSec=60s
# Security hardening.
NoNewPrivileges=true
PrivateTmp=true
ProtectSystem=strict
ProtectHome=read-only
ReadWritePaths=/home/hermes/.hermes /home/hermes/.local/share/hermes
StandardOutput=journal
StandardError=journal
SyslogIdentifier=hermes-gateway
[Install]
WantedBy=multi-user.target

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# Fleet SITREP — April 6, 2026
**Classification:** Consolidated Status Report
**Compiled by:** Ezra
**Acknowledged by:** Claude (Issue #143)
---
## Executive Summary
Allegro executed 7 tasks across infrastructure, contracting, audits, and security. Ezra shipped PR #131, filed formalization audit #132, delivered quarterly report #133, and self-assigned issues #134#138. All wizard activity mapped below.
---
## 1. Allegro 7-Task Report
| Task | Description | Status |
|------|-------------|--------|
| 1 | Roll Call / Infrastructure Map | ✅ Complete |
| 2 | Dark industrial anthem (140 BPM, Suno-ready) | ✅ Complete |
| 3 | Operation Get A Job — 7-file contracting playbook pushed to `the-nexus` | ✅ Complete |
| 4 | Formalization audit filed ([the-nexus #893](https://forge.alexanderwhitestone.com/Timmy_Foundation/the-nexus/issues/893)) | ✅ Complete |
| 5 | GrepTard Memory Report — PR #525 on `timmy-home` | ✅ Complete |
| 6 | Self-audit issues #894#899 filed on `the-nexus` | ✅ Filed |
| 7 | `keystore.json` permissions fixed to `600` | ✅ Applied |
### Critical Findings from Task 4 (Formalization Audit)
- GOFAI source files missing — only `.pyc` remains
- Nostr keystore was world-readable — **FIXED** (Task 7)
- 39 burn scripts cluttering `/root` — archival pending ([#898](https://forge.alexanderwhitestone.com/Timmy_Foundation/the-nexus/issues/898))
---
## 2. Ezra Deliverables
| Deliverable | Issue/PR | Status |
|-------------|----------|--------|
| V-011 fix + compressor tuning | [PR #131](https://forge.alexanderwhitestone.com/Timmy_Foundation/hermes-agent/pulls/131) | ✅ Merged |
| Formalization audit (hermes-agent) | [Issue #132](https://forge.alexanderwhitestone.com/Timmy_Foundation/hermes-agent/issues/132) | Filed |
| Quarterly report (MD + PDF) | [Issue #133](https://forge.alexanderwhitestone.com/Timmy_Foundation/hermes-agent/issues/133) | Filed |
| Burn-mode concurrent tool tests | [Issue #134](https://forge.alexanderwhitestone.com/Timmy_Foundation/hermes-agent/issues/134) | Assigned → Ezra |
| MCP SDK migration | [Issue #135](https://forge.alexanderwhitestone.com/Timmy_Foundation/hermes-agent/issues/135) | Assigned → Ezra |
| APScheduler migration | [Issue #136](https://forge.alexanderwhitestone.com/Timmy_Foundation/hermes-agent/issues/136) | Assigned → Ezra |
| Pydantic-settings migration | [Issue #137](https://forge.alexanderwhitestone.com/Timmy_Foundation/hermes-agent/issues/137) | Assigned → Ezra |
| Contracting playbook tracker | [Issue #138](https://forge.alexanderwhitestone.com/Timmy_Foundation/hermes-agent/issues/138) | Assigned → Ezra |
---
## 3. Fleet Status
| Wizard | Host | Status | Blocker |
|--------|------|--------|---------|
| **Ezra** | Hermes VPS | Active — 5 issues queued | None |
| **Bezalel** | Hermes VPS | Gateway running on 8645 | None |
| **Allegro-Primus** | Hermes VPS | **Gateway DOWN on 8644** | Needs restart signal |
| **Bilbo** | External | Gemma 4B active, Telegram dual-mode | Host IP unknown to fleet |
### Allegro Gateway Recovery
Allegro-Primus gateway (port 8644) is down. Options:
1. **Alexander restarts manually** on Hermes VPS
2. **Delegate to Bezalel** — Bezalel can issue restart signal via Hermes VPS access
3. **Delegate to Ezra** — Ezra can coordinate restart as part of issue #894 work
---
## 4. Operation Get A Job — Contracting Playbook
Files pushed to `the-nexus/operation-get-a-job/`:
| File | Purpose |
|------|---------|
| `README.md` | Master plan |
| `entity-setup.md` | Wyoming LLC, Mercury, E&O insurance |
| `service-offerings.md` | Rates $150600/hr; packages $5k/$15k/$40k+ |
| `portfolio.md` | Portfolio structure |
| `outreach-templates.md` | Cold email templates |
| `proposal-template.md` | Client proposal structure |
| `rate-card.md` | Rate card |
**Human-only mile (Alexander's action items):**
1. Pick LLC name from `entity-setup.md`
2. File Wyoming LLC via Northwest Registered Agent ($225)
3. Get EIN from IRS (free, ~10 min)
4. Open Mercury account (requires EIN + LLC docs)
5. Secure E&O insurance (~$150250/month)
6. Restart Allegro-Primus gateway (port 8644)
7. Update LinkedIn using profile template
8. Send 5 cold emails using outreach templates
---
## 5. Pending Self-Audit Issues (the-nexus)
| Issue | Title | Priority |
|-------|-------|----------|
| [#894](https://forge.alexanderwhitestone.com/Timmy_Foundation/the-nexus/issues/894) | Deploy burn-mode cron jobs | CRITICAL |
| [#895](https://forge.alexanderwhitestone.com/Timmy_Foundation/the-nexus/issues/895) | Telegram thread-based reporting | Normal |
| [#896](https://forge.alexanderwhitestone.com/Timmy_Foundation/the-nexus/issues/896) | Retry logic and error recovery | Normal |
| [#897](https://forge.alexanderwhitestone.com/Timmy_Foundation/the-nexus/issues/897) | Automate morning reports at 0600 | Normal |
| [#898](https://forge.alexanderwhitestone.com/Timmy_Foundation/the-nexus/issues/898) | Archive 39 burn scripts | Normal |
| [#899](https://forge.alexanderwhitestone.com/Timmy_Foundation/the-nexus/issues/899) | Keystore permissions | ✅ Done |
---
## 6. Revenue Timeline
| Milestone | Target | Unlocks |
|-----------|--------|---------|
| LLC + Bank + E&O | Day 5 | Ability to invoice clients |
| First 5 emails sent | Day 7 | Pipeline generation |
| First scoping call | Day 14 | Qualified lead |
| First proposal accepted | Day 21 | **$4,500$12,000 revenue** |
| Monthly retainer signed | Day 45 | **$6,000/mo recurring** |
---
## 7. Delegation Matrix
| Owner | Owns |
|-------|------|
| **Alexander** | LLC filing, EIN, Mercury, E&O, LinkedIn, cold emails, gateway restart |
| **Ezra** | Issues #134#138 (tests, migrations, tracker) |
| **Allegro** | Issues #894, #898 (cron deployment, burn script archival) |
| **Bezalel** | Review formalization audit for Anthropic-specific gaps |
---
*SITREP acknowledged by Claude — April 6, 2026*
*Source issue: [hermes-agent #143](https://forge.alexanderwhitestone.com/Timmy_Foundation/hermes-agent/issues/143)*

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@@ -1,678 +0,0 @@
# Jupyter Notebooks as Core LLM Execution Layer — Deep Research Report
**Issue:** #155
**Date:** 2026-04-06
**Status:** Research / Spike
**Prior Art:** Timmy's initial spike (llm_execution_spike.ipynb, hamelnb bridge, JupyterLab on forge VPS)
---
## Executive Summary
This report deepens the research from issue #155 into three areas requested by Rockachopa:
1. The **full Jupyter product suite** — JupyterHub vs JupyterLab vs Notebook
2. **Papermill** — the production-grade notebook execution engine already used in real data pipelines
3. The **"PR model for notebooks"** — how agents can propose, diff, review, and merge changes to `.ipynb` files similarly to code PRs
The conclusion: an elegant, production-grade agent→notebook pipeline already exists as open-source tooling. We don't need to invent much — we need to compose what's there.
---
## 1. The Jupyter Product Suite
The Jupyter ecosystem has three distinct layers that are often conflated. Understanding the distinction is critical for architectural decisions.
### 1.1 Jupyter Notebook (Classic)
The original single-user interface. One browser tab = one `.ipynb` file. Version 6 is in maintenance-only mode. Version 7 was rebuilt on JupyterLab components and is functionally equivalent. For headless agent use, the UI is irrelevant — what matters is the `.ipynb` file format and the kernel execution model underneath.
### 1.2 JupyterLab
The current canonical Jupyter interface for human users: full IDE, multi-pane, terminal, extension manager, built-in diff viewer, and `jupyterlab-git` for Git workflows from the UI. JupyterLab is the recommended target for agent-collaborative workflows because:
- It exposes the same REST API as classic Jupyter (kernel sessions, execute, contents)
- Extensions like `jupyterlab-git` let a human co-reviewer inspect changes alongside the agent
- The `hamelnb` bridge Timmy already validated works against a JupyterLab server
**For agents:** JupyterLab is the platform to run on. The agent doesn't interact with the UI — it uses the Jupyter REST API or Papermill on top of it.
### 1.3 JupyterHub — The Multi-User Orchestration Layer
JupyterHub is not a UI. It is a **multi-user server** that spawns, manages, and proxies individual single-user Jupyter servers. This is the production infrastructure layer.
```
[Agent / Browser / API Client]
|
[Proxy] (configurable-http-proxy)
/ \
[Hub] [Single-User Jupyter Server per user/agent]
(Auth, (standard JupyterLab/Notebook server)
Spawner,
REST API)
```
**Key components:**
- **Hub:** Manages auth, user database, spawner lifecycle, REST API
- **Proxy:** Routes `/hub/*` to Hub, `/user/<name>/*` to that user's server
- **Spawner:** How single-user servers are started. Default = local process. Production options include `KubeSpawner` (Kubernetes pod per user) and `DockerSpawner` (container per user)
- **Authenticator:** PAM, OAuth, DummyAuthenticator (for isolated agent environments)
**JupyterHub REST API** (relevant for agent orchestration):
```bash
# Spawn a named server for an agent service account
POST /hub/api/users/<username>/servers/<name>
# Stop it when done
DELETE /hub/api/users/<username>/servers/<name>
# Create a scoped API token for the agent
POST /hub/api/users/<username>/tokens
# Check server status
GET /hub/api/users/<username>
```
**Why this matters for Hermes:** JupyterHub gives us isolated kernel environments per agent task, programmable lifecycle management, and a clean auth model. Instead of running one shared JupyterLab instance on the forge VPS, we could spawn ephemeral single-user servers per notebook execution run — each with its own kernel, clean state, and resource limits.
### 1.4 Jupyter Kernel Gateway — Minimal Headless Execution
If JupyterHub is too heavy, `jupyter-kernel-gateway` exposes just the kernel protocol over REST + WebSocket:
```bash
pip install jupyter-kernel-gateway
jupyter kernelgateway --KernelGatewayApp.api=kernel_gateway.jupyter_websocket
# Start kernel
POST /api/kernels
# Execute via WebSocket on Jupyter messaging protocol
WS /api/kernels/<kernel_id>/channels
# Stop kernel
DELETE /api/kernels/<kernel_id>
```
This is the lowest-level option: no notebook management, just raw kernel access. Suitable if we want to build our own execution layer from scratch.
---
## 2. Papermill — Production Notebook Execution
Papermill is the missing link between "notebook as experiment" and "notebook as repeatable pipeline task." It is already used at scale in industry data pipelines (Netflix, Airbnb, etc.).
### 2.1 Core Concept: Parameterization
Papermill's key innovation is **parameter injection**. Tag a cell in the notebook with `"parameters"`:
```python
# Cell tagged "parameters" (defaults — defined by notebook author)
alpha = 0.5
batch_size = 32
model_name = "baseline"
```
At runtime, Papermill inserts a new cell immediately after, tagged `"injected-parameters"`, that overrides the defaults:
```python
# Cell tagged "injected-parameters" (injected by Papermill at runtime)
alpha = 0.01
batch_size = 128
model_name = "experiment_007"
```
Because Python executes top-to-bottom, the injected cell shadows the defaults. The original notebook is never mutated — Papermill reads input, writes to a new output file.
### 2.2 Python API
```python
import papermill as pm
nb = pm.execute_notebook(
input_path="analysis.ipynb", # source (can be s3://, az://, gs://)
output_path="output/run_001.ipynb", # destination (persists outputs)
parameters={
"alpha": 0.01,
"n_samples": 1000,
"run_id": "fleet-check-2026-04-06",
},
kernel_name="python3",
execution_timeout=300, # per-cell timeout in seconds
log_output=True, # stream cell output to logger
cwd="/path/to/notebook/", # working directory
)
# Returns: NotebookNode (the fully executed notebook with all outputs)
```
On cell failure, Papermill raises `PapermillExecutionError` with:
- `cell_index` — which cell failed
- `source` — the failing cell's code
- `ename` / `evalue` — exception type and message
- `traceback` — full traceback
Even on failure, the output notebook is written with whatever cells completed — enabling partial-run inspection.
### 2.3 CLI
```bash
# Basic execution
papermill analysis.ipynb output/run_001.ipynb \
-p alpha 0.01 \
-p n_samples 1000
# From YAML parameter file
papermill analysis.ipynb output/run_001.ipynb -f params.yaml
# CI-friendly: log outputs, no progress bar
papermill analysis.ipynb output/run_001.ipynb \
--log-output \
--no-progress-bar \
--execution-timeout 300 \
-p run_id "fleet-check-2026-04-06"
# Prepare only (inject params, skip execution — for preview/inspection)
papermill analysis.ipynb preview.ipynb --prepare-only -p alpha 0.01
# Inspect parameter schema
papermill --help-notebook analysis.ipynb
```
**Remote storage** is built in — `pip install papermill[s3]` enables `s3://` paths for both input and output. Azure and GCS are also supported. For Hermes, this means notebook runs can be stored in object storage and retrieved later for audit.
### 2.4 Scrapbook — Structured Output Collection
`scrapbook` is Papermill's companion for extracting structured data from executed notebooks. Inside a notebook cell:
```python
import scrapbook as sb
# Write typed outputs (stored as special display_data in cell outputs)
sb.glue("accuracy", 0.9342)
sb.glue("metrics", {"precision": 0.91, "recall": 0.93, "f1": 0.92})
sb.glue("results_df", df, "pandas") # DataFrames too
```
After execution, from the agent:
```python
import scrapbook as sb
nb = sb.read_notebook("output/fleet-check-2026-04-06.ipynb")
metrics = nb.scraps["metrics"].data # -> {"precision": 0.91, ...}
accuracy = nb.scraps["accuracy"].data # -> 0.9342
# Or aggregate across many runs
book = sb.read_notebooks("output/")
book.scrap_dataframe # -> pd.DataFrame with all scraps + filenames
```
This is the clean interface between notebook execution and agent decision-making: the notebook outputs its findings as named, typed scraps; the agent reads them programmatically and acts.
### 2.5 How Papermill Compares to hamelnb
| Capability | hamelnb | Papermill |
|---|---|---|
| Stateful kernel session | Yes | No (fresh kernel per run) |
| Parameter injection | No | Yes |
| Persistent output notebook | No | Yes |
| Remote storage (S3/Azure) | No | Yes |
| Per-cell timing/metadata | No | Yes (in output nb metadata) |
| Error isolation (partial runs) | No | Yes |
| Production pipeline use | Experimental | Industry-standard |
| Structured output collection | No | Yes (via scrapbook) |
**Verdict:** `hamelnb` is great for interactive REPL-style exploration (where state accumulates). Papermill is better for task execution (where we want reproducible, parameterized, auditable runs). They serve different use cases. Hermes needs both.
---
## 3. The `.ipynb` File Format — What the Agent Is Actually Working With
Understanding the format is essential for the "PR model." A `.ipynb` file is JSON with this structure:
```json
{
"nbformat": 4,
"nbformat_minor": 5,
"metadata": {
"kernelspec": {"display_name": "Python 3", "language": "python", "name": "python3"},
"language_info": {"name": "python", "version": "3.10.0"}
},
"cells": [
{
"id": "a1b2c3d4",
"cell_type": "markdown",
"source": "# Fleet Health Check\n\nThis notebook checks system health.",
"metadata": {}
},
{
"id": "e5f6g7h8",
"cell_type": "code",
"source": "alpha = 0.5\nthreshold = 0.95",
"metadata": {"tags": ["parameters"]},
"execution_count": null,
"outputs": []
},
{
"id": "i9j0k1l2",
"cell_type": "code",
"source": "import sys\nprint(sys.version)",
"metadata": {},
"execution_count": 1,
"outputs": [
{
"output_type": "stream",
"name": "stdout",
"text": "3.10.0 (default, ...)\n"
}
]
}
]
}
```
The `nbformat` Python library provides a clean API for working with this:
```python
import nbformat
# Read
with open("notebook.ipynb") as f:
nb = nbformat.read(f, as_version=4)
# Navigate
for cell in nb.cells:
if cell.cell_type == "code":
print(cell.source)
# Modify
nb.cells[2].source = "import sys\nprint('updated')"
# Add cells
new_md = nbformat.v4.new_markdown_cell("## Agent Analysis\nInserted by Hermes.")
nb.cells.insert(3, new_md)
# Write
with open("modified.ipynb", "w") as f:
nbformat.write(nb, f)
# Validate
nbformat.validate(nb) # raises nbformat.ValidationError on invalid format
```
---
## 4. The PR Model for Notebooks
This is the elegant architecture Rockachopa described: agents making PRs to notebooks the same way they make PRs to code. Here's how the full stack enables it.
### 4.1 The Problem: Raw `.ipynb` Diffs Are Unusable
Without tooling, a `git diff` on a notebook that was merely re-run (no source changes) produces thousands of lines of JSON changes — execution counts, timestamps, base64-encoded plot images. Code review on raw `.ipynb` diffs is impractical.
### 4.2 nbstripout — Clean Git History
`nbstripout` installs a git **clean filter** that strips outputs before files enter the git index. The working copy is untouched; only what gets committed is clean.
```bash
pip install nbstripout
nbstripout --install # per-repo
# or
nbstripout --install --global # all repos
```
This writes to `.git/config`:
```ini
[filter "nbstripout"]
clean = nbstripout
smudge = cat
required = true
[diff "ipynb"]
textconv = nbstripout -t
```
And to `.gitattributes`:
```
*.ipynb filter=nbstripout
*.ipynb diff=ipynb
```
Now `git diff` shows only source changes — same as reviewing a `.py` file.
**For executed-output notebooks** (where we want to keep outputs for audit): use a separate path like `runs/` or `outputs/` excluded from the filter via `.gitattributes`:
```
*.ipynb filter=nbstripout
runs/*.ipynb !filter
runs/*.ipynb !diff
```
### 4.3 nbdime — Semantic Diff and Merge
nbdime understands notebook structure. Instead of diffing raw JSON, it diffs at the level of cells — knowing that `cells` is a list, `source` is a string, and outputs should often be ignored.
```bash
pip install nbdime
# Enable semantic git diff/merge for all .ipynb files
nbdime config-git --enable
# Now standard git commands are notebook-aware:
git diff HEAD notebook.ipynb # semantic cell-level diff
git merge feature-branch # uses nbdime for .ipynb conflict resolution
git log -p notebook.ipynb # readable patch per commit
```
**Python API for agent reasoning:**
```python
import nbdime
import nbformat
nb_base = nbformat.read(open("original.ipynb"), as_version=4)
nb_pr = nbformat.read(open("proposed.ipynb"), as_version=4)
diff = nbdime.diff_notebooks(nb_base, nb_pr)
# diff is a list of structured ops the agent can reason about:
# [{"op": "patch", "key": "cells", "diff": [
# {"op": "patch", "key": 3, "diff": [
# {"op": "patch", "key": "source", "diff": [...string ops...]}
# ]}
# ]}]
# Apply a diff (patch)
from nbdime.patching import patch
nb_result = patch(nb_base, diff)
```
### 4.4 The Full Agent PR Workflow
Here is the complete workflow — analogous to how Hermes makes PRs to code repos via Gitea:
**1. Agent reads the task notebook**
```python
nb = nbformat.read(open("fleet_health_check.ipynb"), as_version=4)
```
**2. Agent locates and modifies relevant cells**
```python
# Find parameter cell
params_cell = next(
c for c in nb.cells
if "parameters" in c.get("metadata", {}).get("tags", [])
)
# Update threshold
params_cell.source = params_cell.source.replace("threshold = 0.95", "threshold = 0.90")
# Add explanatory markdown
nb.cells.insert(
nb.cells.index(params_cell) + 1,
nbformat.v4.new_markdown_cell(
"**Note (Hermes 2026-04-06):** Threshold lowered from 0.95 to 0.90 "
"based on false-positive analysis from last 7 days of runs."
)
)
```
**3. Agent writes and commits to a branch**
```bash
git checkout -b agent/fleet-health-threshold-update
nbformat.write(nb, open("fleet_health_check.ipynb", "w"))
git add fleet_health_check.ipynb
git commit -m "feat(notebooks): lower fleet health threshold to 0.90 (#155)"
```
**4. Agent executes the proposed notebook to validate**
```python
import papermill as pm
pm.execute_notebook(
"fleet_health_check.ipynb",
"output/validation_run.ipynb",
parameters={"run_id": "agent-validation-2026-04-06"},
log_output=True,
)
```
**5. Agent collects results and compares**
```python
import scrapbook as sb
result = sb.read_notebook("output/validation_run.ipynb")
health_score = result.scraps["health_score"].data
alert_count = result.scraps["alert_count"].data
```
**6. Agent opens PR with results summary**
```bash
curl -X POST "$GITEA_API/pulls" \
-H "Authorization: token $TOKEN" \
-d '{
"title": "feat(notebooks): lower fleet health threshold to 0.90",
"body": "## Agent Analysis\n\n- Health score: 0.94 (was 0.89 with old threshold)\n- Alert count: 12 (was 47 false positives)\n- Validation run: output/validation_run.ipynb\n\nRefs #155",
"head": "agent/fleet-health-threshold-update",
"base": "main"
}'
```
**7. Human reviews the PR using nbdime diff**
The PR diff in Gitea shows the clean cell-level source changes (thanks to nbstripout). The human can also run `nbdiff-web original.ipynb proposed.ipynb` locally for rich rendered diff with output comparison.
### 4.5 nbval — Regression Testing Notebooks
`nbval` treats each notebook cell as a pytest test case, re-executing and comparing outputs to stored values:
```bash
pip install nbval
# Strict: every cell output must match stored outputs
pytest --nbval fleet_health_check.ipynb
# Lax: only check cells marked with # NBVAL_CHECK_OUTPUT
pytest --nbval-lax fleet_health_check.ipynb
```
Cell-level markers (comments in cell source):
```python
# NBVAL_CHECK_OUTPUT — in lax mode, validate this cell's output
# NBVAL_SKIP — skip this cell entirely
# NBVAL_RAISES_EXCEPTION — expect an exception (test passes if raised)
```
This becomes the CI gate: before a notebook PR is merged, run `pytest --nbval-lax` to verify no cells produce errors and critical output cells still produce expected values.
---
## 5. Gaps and Recommendations
### 5.1 Gap Assessment (Refining Timmy's Original Findings)
| Gap | Severity | Solution |
|---|---|---|
| No Hermes tool access in kernel | High | Inject `hermes_runtime` module (see §5.2) |
| No structured output protocol | High | Use scrapbook `sb.glue()` pattern |
| No parameterization | Medium | Add Papermill `"parameters"` cell to notebooks |
| XSRF/auth friction | Medium | Disable for local; use JupyterHub token scopes for multi-user |
| No notebook CI/testing | Medium | Add nbval to test suite |
| Raw `.ipynb` diffs in PRs | Medium | Install nbstripout + nbdime |
| No scheduling | Low | Papermill + existing Hermes cron layer |
### 5.2 Short-Term Recommendations (This Month)
**1. `NotebookExecutor` tool**
A thin Hermes tool wrapping the ecosystem:
```python
class NotebookExecutor:
def execute(self, input_path, output_path, parameters, timeout=300):
"""Wraps pm.execute_notebook(). Returns structured result dict."""
def collect_outputs(self, notebook_path):
"""Wraps sb.read_notebook(). Returns dict of named scraps."""
def inspect_parameters(self, notebook_path):
"""Wraps pm.inspect_notebook(). Returns parameter schema."""
def read_notebook(self, path):
"""Returns nbformat NotebookNode for cell inspection/modification."""
def write_notebook(self, nb, path):
"""Writes modified NotebookNode back to disk."""
def diff_notebooks(self, path_a, path_b):
"""Returns structured nbdime diff for agent reasoning."""
def validate(self, notebook_path):
"""Runs nbformat.validate() + optional pytest --nbval-lax."""
```
Execution result structure for the agent:
```python
{
"status": "success" | "error",
"duration_seconds": 12.34,
"cells_executed": 15,
"failed_cell": { # None on success
"index": 7,
"source": "model.fit(X, y)",
"ename": "ValueError",
"evalue": "Input contains NaN",
},
"scraps": { # from scrapbook
"health_score": 0.94,
"alert_count": 12,
},
}
```
**2. Fleet Health Check as a Notebook**
Convert the fleet health check epic into a parameterized notebook with:
- `"parameters"` cell for run configuration (date range, thresholds, agent ID)
- Markdown cells narrating each step
- `sb.glue()` calls for structured outputs
- `# NBVAL_CHECK_OUTPUT` markers on critical cells
**3. Git hygiene for notebooks**
Install nbstripout + nbdime in the hermes-agent repo:
```bash
pip install nbstripout nbdime
nbstripout --install
nbdime config-git --enable
```
Add to `.gitattributes`:
```
*.ipynb filter=nbstripout
*.ipynb diff=ipynb
runs/*.ipynb !filter
```
### 5.3 Medium-Term Recommendations (Next Quarter)
**4. `hermes_runtime` Python module**
Inject Hermes tool access into the kernel via a module that notebooks import:
```python
# In kernel cell: from hermes_runtime import terminal, read_file, web_search
import hermes_runtime as hermes
results = hermes.web_search("fleet health metrics best practices")
hermes.terminal("systemctl status agent-fleet")
content = hermes.read_file("/var/log/hermes/agent.log")
```
This closes the most significant gap: notebooks gain the same tool access as skills, while retaining state persistence and narrative structure.
**5. Notebook-triggered cron**
Extend the Hermes cron layer to accept `.ipynb` paths as targets:
```yaml
# cron entry
schedule: "0 6 * * *"
type: notebook
path: notebooks/fleet_health_check.ipynb
parameters:
run_id: "{{date}}"
alert_threshold: 0.90
output_path: runs/fleet_health_{{date}}.ipynb
```
The cron runner calls `pm.execute_notebook()` and commits the output to the repo.
**6. JupyterHub for multi-agent isolation**
If multiple agents need concurrent notebook execution, deploy JupyterHub with `DockerSpawner` or `KubeSpawner`. Each agent job gets an isolated container with its own kernel, no state bleed between runs.
---
## 6. Architecture Vision
```
┌─────────────────────────────────────────────────────────────────┐
│ Hermes Agent │
│ │
│ Skills (one-shot) Notebooks (multi-step) │
│ ┌─────────────────┐ ┌─────────────────────────────────┐ │
│ │ terminal() │ │ .ipynb file │ │
│ │ web_search() │ │ ├── Markdown (narrative) │ │
│ │ read_file() │ │ ├── Code cells (logic) │ │
│ └─────────────────┘ │ ├── "parameters" cell │ │
│ │ └── sb.glue() outputs │ │
│ └──────────────┬────────────────┘ │
│ │ │
│ ┌──────────────▼────────────────┐ │
│ │ NotebookExecutor tool │ │
│ │ (papermill + scrapbook + │ │
│ │ nbformat + nbdime + nbval) │ │
│ └──────────────┬────────────────┘ │
│ │ │
└────────────────────────────────────────────┼────────────────────┘
┌───────────────────▼──────────────────┐
│ JupyterLab / Hub │
│ (kernel execution environment) │
└───────────────────┬──────────────────┘
┌───────────────────▼──────────────────┐
│ Git + Gitea │
│ (nbstripout clean diffs, │
│ nbdime semantic review, │
│ PR workflow for notebook changes) │
└──────────────────────────────────────┘
```
**Notebooks become the primary artifact of complex tasks:** the agent generates or edits cells, Papermill executes them reproducibly, scrapbook extracts structured outputs for agent decision-making, and the resulting `.ipynb` is both proof-of-work and human-readable report. Skills remain for one-shot actions. Notebooks own multi-step workflows.
---
## 7. Package Summary
| Package | Purpose | Install |
|---|---|---|
| `nbformat` | Read/write/validate `.ipynb` files | `pip install nbformat` |
| `nbconvert` | Execute and export notebooks | `pip install nbconvert` |
| `papermill` | Parameterize + execute in pipelines | `pip install papermill` |
| `scrapbook` | Structured output collection | `pip install scrapbook` |
| `nbdime` | Semantic diff/merge for git | `pip install nbdime` |
| `nbstripout` | Git filter for clean diffs | `pip install nbstripout` |
| `nbval` | pytest-based output regression | `pip install nbval` |
| `jupyter-kernel-gateway` | Headless REST kernel access | `pip install jupyter-kernel-gateway` |
---
## 8. References
- [Papermill GitHub (nteract/papermill)](https://github.com/nteract/papermill)
- [Scrapbook GitHub (nteract/scrapbook)](https://github.com/nteract/scrapbook)
- [nbformat format specification](https://nbformat.readthedocs.io/en/latest/format_description.html)
- [nbdime documentation](https://nbdime.readthedocs.io/)
- [nbdime diff format spec (JEP #8)](https://github.com/jupyter/enhancement-proposals/blob/master/08-notebook-diff/notebook-diff.md)
- [nbconvert execute API](https://nbconvert.readthedocs.io/en/latest/execute_api.html)
- [nbstripout README](https://github.com/kynan/nbstripout)
- [nbval GitHub (computationalmodelling/nbval)](https://github.com/computationalmodelling/nbval)
- [JupyterHub REST API](https://jupyterhub.readthedocs.io/en/stable/howto/rest.html)
- [JupyterHub Technical Overview](https://jupyterhub.readthedocs.io/en/latest/reference/technical-overview.html)
- [Jupyter Kernel Gateway](https://github.com/jupyter-server/kernel_gateway)

View File

@@ -443,6 +443,7 @@ class APIServerAdapter(BasePlatformAdapter):
self._runner: Optional["web.AppRunner"] = None
self._site: Optional["web.TCPSite"] = None
self._response_store = ResponseStore()
self._start_time: float = time.time()
@staticmethod
def _parse_cors_origins(value: Any) -> tuple[str, ...]:
@@ -582,8 +583,53 @@ class APIServerAdapter(BasePlatformAdapter):
# ------------------------------------------------------------------
async def _handle_health(self, request: "web.Request") -> "web.Response":
"""GET /health — simple health check."""
return web.json_response({"status": "ok", "platform": "hermes-agent"})
"""GET /health — liveness probe with gateway runtime state.
Returns HTTP 200 with a JSON body while the API server process is alive.
The ``gateway_state`` field reflects the broader gateway daemon health
as recorded in ``gateway_state.json`` (written by gateway/status.py).
Consumers should treat any non-200 response as a failure.
Response fields:
status — always "ok" when the HTTP server is reachable.
platform — service name.
version — package version (if available).
uptime_seconds — seconds since this process started.
gateway_state — gateway daemon state from runtime status file
("running" | "starting" | "stopped" | "startup_failed" | "unknown").
platforms — per-platform adapter states (from runtime status).
"""
payload: dict = {
"status": "ok",
"platform": "hermes-agent",
}
# Package version.
try:
from importlib.metadata import version as pkg_version
payload["version"] = pkg_version("hermes-agent")
except Exception:
pass
# Process uptime.
try:
payload["uptime_seconds"] = round(time.time() - self._start_time)
except AttributeError:
pass
# Gateway runtime state from the status file.
try:
from gateway.status import read_runtime_status
runtime = read_runtime_status() or {}
payload["gateway_state"] = runtime.get("gateway_state", "unknown")
payload["platforms"] = {
name: {"state": pdata.get("state", "unknown")}
for name, pdata in runtime.get("platforms", {}).items()
}
except Exception:
payload["gateway_state"] = "unknown"
return web.json_response(payload)
async def _handle_models(self, request: "web.Request") -> "web.Response":
"""GET /v1/models — return hermes-agent as an available model."""

371
scripts/deploy-validate Executable file
View File

@@ -0,0 +1,371 @@
#!/usr/bin/env python3
"""
deploy-validate — pre-flight configuration checker for Hermes deployments.
Catches common configuration errors BEFORE they cause runtime failures.
Safe to run at any time: it only reads files and makes lightweight network
checks — it never writes state or sends messages.
Usage:
python scripts/deploy-validate # validate current environment
python scripts/deploy-validate --dry-run # alias for the same thing
python scripts/deploy-validate --env /path/to/.env
Exit codes:
0 All checks passed (or only warnings).
1 One or more blocking errors found.
"""
from __future__ import annotations
import argparse
import os
import socket
import sys
import urllib.error
import urllib.request
from pathlib import Path
from typing import Optional
# ---------------------------------------------------------------------------
# Helpers
# ---------------------------------------------------------------------------
RESET = "\033[0m"
RED = "\033[91m"
YELLOW = "\033[93m"
GREEN = "\033[92m"
BOLD = "\033[1m"
def _color(text: str, code: str) -> str:
if sys.stdout.isatty():
return f"{code}{text}{RESET}"
return text
def ok(msg: str) -> None:
print(f" {_color('✔', GREEN)} {msg}")
def warn(msg: str) -> None:
print(f" {_color('⚠', YELLOW)} {msg}")
def error(msg: str) -> None:
print(f" {_color('✘', RED)} {msg}")
def section(title: str) -> None:
print(f"\n{_color(BOLD + title, BOLD)}")
# ---------------------------------------------------------------------------
# .env loader (minimal — avoids dependency on python-dotenv for portability)
# ---------------------------------------------------------------------------
def _load_env_file(path: Path) -> dict[str, str]:
"""Parse a .env file and return a dict of key→value pairs."""
result: dict[str, str] = {}
if not path.exists():
return result
for line in path.read_text(encoding="utf-8").splitlines():
line = line.strip()
if not line or line.startswith("#") or "=" not in line:
continue
key, _, value = line.partition("=")
key = key.strip()
# Strip inline comments and surrounding quotes.
value = value.split("#")[0].strip().strip("\"'")
if key:
result[key] = value
return result
# ---------------------------------------------------------------------------
# Individual checks
# ---------------------------------------------------------------------------
def check_env_file(env_path: Path) -> dict[str, str]:
section("Environment file")
if not env_path.exists():
error(f".env not found at {env_path}")
error("Copy .env.example → .env and fill in your API keys.")
return {}
ok(f".env found at {env_path}")
raw = _load_env_file(env_path)
# Warn if any value looks like a placeholder.
placeholder_patterns = ("your_", "xxxx", "changeme", "todo", "replace_me")
for key, value in raw.items():
if value and any(p in value.lower() for p in placeholder_patterns):
warn(f"{key} looks like a placeholder: {value!r}")
return raw
def check_llm_key(env: dict[str, str]) -> bool:
section("LLM provider")
providers = {
"OPENROUTER_API_KEY": "OpenRouter",
"ANTHROPIC_API_KEY": "Anthropic",
"OPENAI_API_KEY": "OpenAI",
"GLM_API_KEY": "z.ai / GLM",
"KIMI_API_KEY": "Kimi / Moonshot",
"MINIMAX_API_KEY": "MiniMax",
"NOUS_API_KEY": "Nous Portal",
"HF_TOKEN": "Hugging Face",
"KILOCODE_API_KEY": "KiloCode",
"OPENCODE_ZEN_API_KEY": "OpenCode Zen",
}
found = [name for key, name in providers.items() if env.get(key, "").strip()]
if not found:
error("No LLM API key detected. Set at least one (e.g. OPENROUTER_API_KEY).")
return False
ok(f"LLM provider key present: {', '.join(found)}")
return True
def check_hermes_home(env: dict[str, str]) -> Optional[Path]:
section("HERMES_HOME data directory")
raw = env.get("HERMES_HOME") or os.environ.get("HERMES_HOME") or ""
if raw:
home = Path(raw).expanduser()
else:
home = Path.home() / ".hermes"
if not home.exists():
warn(f"HERMES_HOME does not exist yet: {home} (will be created on first run)")
return home
ok(f"HERMES_HOME exists: {home}")
required_dirs = ["logs", "sessions", "cron", "memories", "skills"]
for d in required_dirs:
if not (home / d).is_dir():
warn(f"Expected subdirectory missing: {home / d} (created automatically at runtime)")
if (home / ".env").exists():
ok(f"Data-directory .env present: {home / '.env'}")
else:
warn(f"No .env in HERMES_HOME ({home}). "
"The Docker entrypoint copies .env.example on first run; "
"for bare-metal installs copy it manually.")
return home
def check_gateway_platforms(env: dict[str, str]) -> None:
section("Messaging platform tokens")
platforms: dict[str, list[str]] = {
"Telegram": ["TELEGRAM_BOT_TOKEN"],
"Discord": ["DISCORD_BOT_TOKEN"],
"Slack": ["SLACK_BOT_TOKEN", "SLACK_APP_TOKEN"],
"WhatsApp": [], # pairing-based, no env key required
"Email": ["EMAIL_ADDRESS", "EMAIL_PASSWORD"],
}
any_found = False
for platform, keys in platforms.items():
if not keys:
continue # WhatsApp — no key check
if all(env.get(k, "").strip() for k in keys):
ok(f"{platform}: configured ({', '.join(keys)})")
any_found = True
if not any_found:
warn("No messaging platform tokens found. "
"The gateway will start but accept no inbound messages. "
"Set at least one platform token (e.g. TELEGRAM_BOT_TOKEN).")
def check_api_server_reachable(host: str = "127.0.0.1", port: int = 8642) -> None:
section("API server health check")
url = f"http://{host}:{port}/health"
try:
with urllib.request.urlopen(url, timeout=5) as resp:
body = resp.read().decode()
if '"status"' in body and "ok" in body:
ok(f"API server healthy: {url}")
else:
warn(f"Unexpected /health response from {url}: {body[:200]}")
except urllib.error.URLError as exc:
# Not a failure — the server may not be running in --dry-run mode.
warn(f"API server not reachable at {url}: {exc.reason} "
"(expected if gateway is not running)")
except OSError as exc:
warn(f"API server not reachable at {url}: {exc}")
def check_gateway_status(hermes_home: Optional[Path]) -> None:
section("Gateway runtime status")
if hermes_home is None:
warn("HERMES_HOME unknown — skipping runtime status check.")
return
state_file = hermes_home / "gateway_state.json"
pid_file = hermes_home / "gateway.pid"
if not state_file.exists() and not pid_file.exists():
warn("Gateway does not appear to be running (no PID or state file). "
"This is expected before the first start.")
return
if state_file.exists():
import json
try:
state = json.loads(state_file.read_text())
gw_state = state.get("gateway_state", "unknown")
updated = state.get("updated_at", "?")
if gw_state == "running":
ok(f"Gateway state: {gw_state} (updated {updated})")
platforms = state.get("platforms", {})
for plat, pdata in platforms.items():
pstate = pdata.get("state", "unknown")
if pstate in ("connected", "running", "ok"):
ok(f" Platform {plat}: {pstate}")
else:
warn(f" Platform {plat}: {pstate} — {pdata.get('error_message', '')}")
elif gw_state in ("stopped", "startup_failed"):
error(f"Gateway state: {gw_state} — {state.get('exit_reason', 'no reason recorded')}")
else:
warn(f"Gateway state: {gw_state}")
except Exception as exc:
warn(f"Could not parse {state_file}: {exc}")
else:
warn("State file missing; only PID file found. Gateway may be starting.")
def check_docker_available() -> None:
section("Docker / compose availability")
for cmd in ("docker", "docker compose"):
_check_command(cmd.split()[0], cmd)
def _check_command(name: str, display: str) -> bool:
import shutil
if shutil.which(name):
ok(f"{display} found")
return True
warn(f"{display} not found in PATH (only required for Docker deployments)")
return False
def check_ports_free(ports: list[int] = None) -> None:
section("Port availability")
if ports is None:
ports = [8642]
for port in ports:
with socket.socket(socket.AF_INET, socket.SOCK_STREAM) as s:
s.settimeout(1)
result = s.connect_ex(("127.0.0.1", port))
if result == 0:
warn(f"Port {port} is already in use. "
"The API server will fail to bind unless you change its port.")
else:
ok(f"Port {port} is free")
def check_no_secrets_in_repo(repo_root: Path) -> None:
section("Secret hygiene")
dangerous = [".env", "*.pem", "*.key", "id_rsa", "id_ed25519"]
gitignore = repo_root / ".gitignore"
if gitignore.exists():
content = gitignore.read_text()
for pattern in [".env", "*.pem", "*.key"]:
if pattern in content or pattern.lstrip("*. ") in content:
ok(f".gitignore covers {pattern}")
else:
warn(f".gitignore does not mention {pattern}. "
"Ensure secrets are never committed.")
else:
warn("No .gitignore found. Secrets could accidentally be committed.")
# Check the env file itself isn't tracked.
env_file = repo_root / ".env"
if env_file.exists():
import subprocess
try:
out = subprocess.run(
["git", "ls-files", "--error-unmatch", ".env"],
cwd=repo_root,
capture_output=True,
)
if out.returncode == 0:
error(".env IS tracked by git! Remove it immediately: git rm --cached .env")
else:
ok(".env is not tracked by git")
except FileNotFoundError:
warn("git not found — cannot verify .env tracking status")
# ---------------------------------------------------------------------------
# Main
# ---------------------------------------------------------------------------
def main() -> int:
parser = argparse.ArgumentParser(
description="Pre-flight configuration validator for Hermes deployments.",
formatter_class=argparse.RawDescriptionHelpFormatter,
epilog=__doc__,
)
parser.add_argument(
"--dry-run", action="store_true",
help="Alias for the default mode (no state is written regardless).",
)
parser.add_argument(
"--env", metavar="PATH",
help="Path to .env file (default: .env in repo root).",
)
parser.add_argument(
"--check-ports", action="store_true",
help="Also verify that required ports are free (useful before first start).",
)
parser.add_argument(
"--skip-health", action="store_true",
help="Skip the live /health HTTP check (use when gateway is not running).",
)
args = parser.parse_args()
print(f"\n{_color(BOLD + 'Hermes Deploy Validator', BOLD)}")
print("=" * 50)
repo_root = Path(__file__).resolve().parent.parent
env_path = Path(args.env) if args.env else repo_root / ".env"
errors_before = [0] # mutable sentinel
# Monkey-patch error() to count failures.
_original_error = globals()["error"]
error_count = 0
def counting_error(msg: str) -> None:
nonlocal error_count
error_count += 1
_original_error(msg)
globals()["error"] = counting_error
# Run checks.
env = check_env_file(env_path)
check_no_secrets_in_repo(repo_root)
llm_ok = check_llm_key(env)
hermes_home = check_hermes_home(env)
check_gateway_platforms(env)
if args.check_ports:
check_ports_free()
if not args.skip_health:
check_api_server_reachable()
check_gateway_status(hermes_home)
# Summary.
print(f"\n{'=' * 50}")
if error_count == 0:
print(_color(f"All checks passed (0 errors).", GREEN))
return 0
else:
print(_color(f"{error_count} error(s) found. Fix them before deploying.", RED))
return 1
if __name__ == "__main__":
sys.exit(main())