Files
hermes-agent/gateway/session.py
teknium1 26bb56b775 feat: add /resume command to gateway for switching to named sessions
Messaging users can now switch back to previously-named sessions:
- /resume My Project  — resolves the title (with auto-lineage) and
  restores that session's conversation history
- /resume (no args)   — lists recent titled sessions to choose from

Adds SessionStore.switch_session() which ends the current session and
points the session entry at the target session ID so the old transcript
is loaded on the next message. Running agents are cleared on switch.

Completes the session naming feature from PR #720 for gateway users.

8 new tests covering: name resolution, lineage auto-latest, already-on-
session check, nonexistent names, agent cleanup, no-DB fallback, and
listing titled sessions.
2026-03-08 17:09:00 -07:00

764 lines
27 KiB
Python

"""
Session management for the gateway.
Handles:
- Session context tracking (where messages come from)
- Session storage (conversations persisted to disk)
- Reset policy evaluation (when to start fresh)
- Dynamic system prompt injection (agent knows its context)
"""
import logging
import os
import json
import uuid
from pathlib import Path
from datetime import datetime, timedelta
from dataclasses import dataclass, field
from typing import Dict, List, Optional, Any
logger = logging.getLogger(__name__)
from .config import (
Platform,
GatewayConfig,
SessionResetPolicy,
HomeChannel,
)
@dataclass
class SessionSource:
"""
Describes where a message originated from.
This information is used to:
1. Route responses back to the right place
2. Inject context into the system prompt
3. Track origin for cron job delivery
"""
platform: Platform
chat_id: str
chat_name: Optional[str] = None
chat_type: str = "dm" # "dm", "group", "channel", "thread"
user_id: Optional[str] = None
user_name: Optional[str] = None
thread_id: Optional[str] = None # For forum topics, Discord threads, etc.
chat_topic: Optional[str] = None # Channel topic/description (Discord, Slack)
@property
def description(self) -> str:
"""Human-readable description of the source."""
if self.platform == Platform.LOCAL:
return "CLI terminal"
parts = []
if self.chat_type == "dm":
parts.append(f"DM with {self.user_name or self.user_id or 'user'}")
elif self.chat_type == "group":
parts.append(f"group: {self.chat_name or self.chat_id}")
elif self.chat_type == "channel":
parts.append(f"channel: {self.chat_name or self.chat_id}")
else:
parts.append(self.chat_name or self.chat_id)
if self.thread_id:
parts.append(f"thread: {self.thread_id}")
return ", ".join(parts)
def to_dict(self) -> Dict[str, Any]:
return {
"platform": self.platform.value,
"chat_id": self.chat_id,
"chat_name": self.chat_name,
"chat_type": self.chat_type,
"user_id": self.user_id,
"user_name": self.user_name,
"thread_id": self.thread_id,
"chat_topic": self.chat_topic,
}
@classmethod
def from_dict(cls, data: Dict[str, Any]) -> "SessionSource":
return cls(
platform=Platform(data["platform"]),
chat_id=str(data["chat_id"]),
chat_name=data.get("chat_name"),
chat_type=data.get("chat_type", "dm"),
user_id=data.get("user_id"),
user_name=data.get("user_name"),
thread_id=data.get("thread_id"),
chat_topic=data.get("chat_topic"),
)
@classmethod
def local_cli(cls) -> "SessionSource":
"""Create a source representing the local CLI."""
return cls(
platform=Platform.LOCAL,
chat_id="cli",
chat_name="CLI terminal",
chat_type="dm",
)
@dataclass
class SessionContext:
"""
Full context for a session, used for dynamic system prompt injection.
The agent receives this information to understand:
- Where messages are coming from
- What platforms are available
- Where it can deliver scheduled task outputs
"""
source: SessionSource
connected_platforms: List[Platform]
home_channels: Dict[Platform, HomeChannel]
# Session metadata
session_key: str = ""
session_id: str = ""
created_at: Optional[datetime] = None
updated_at: Optional[datetime] = None
def to_dict(self) -> Dict[str, Any]:
return {
"source": self.source.to_dict(),
"connected_platforms": [p.value for p in self.connected_platforms],
"home_channels": {
p.value: hc.to_dict() for p, hc in self.home_channels.items()
},
"session_key": self.session_key,
"session_id": self.session_id,
"created_at": self.created_at.isoformat() if self.created_at else None,
"updated_at": self.updated_at.isoformat() if self.updated_at else None,
}
def build_session_context_prompt(context: SessionContext) -> str:
"""
Build the dynamic system prompt section that tells the agent about its context.
This is injected into the system prompt so the agent knows:
- Where messages are coming from
- What platforms are connected
- Where it can deliver scheduled task outputs
"""
lines = [
"## Current Session Context",
"",
]
# Source info
platform_name = context.source.platform.value.title()
if context.source.platform == Platform.LOCAL:
lines.append(f"**Source:** {platform_name} (the machine running this agent)")
else:
lines.append(f"**Source:** {platform_name} ({context.source.description})")
# Channel topic (if available - provides context about the channel's purpose)
if context.source.chat_topic:
lines.append(f"**Channel Topic:** {context.source.chat_topic}")
# User identity (especially useful for WhatsApp where multiple people DM)
if context.source.user_name:
lines.append(f"**User:** {context.source.user_name}")
elif context.source.user_id:
lines.append(f"**User ID:** {context.source.user_id}")
# Connected platforms
platforms_list = ["local (files on this machine)"]
for p in context.connected_platforms:
if p != Platform.LOCAL:
platforms_list.append(f"{p.value}: Connected ✓")
lines.append(f"**Connected Platforms:** {', '.join(platforms_list)}")
# Home channels
if context.home_channels:
lines.append("")
lines.append("**Home Channels (default destinations):**")
for platform, home in context.home_channels.items():
lines.append(f" - {platform.value}: {home.name} (ID: {home.chat_id})")
# Delivery options for scheduled tasks
lines.append("")
lines.append("**Delivery options for scheduled tasks:**")
# Origin delivery
if context.source.platform == Platform.LOCAL:
lines.append("- `\"origin\"` → Local output (saved to files)")
else:
lines.append(f"- `\"origin\"` → Back to this chat ({context.source.chat_name or context.source.chat_id})")
# Local always available
lines.append("- `\"local\"` → Save to local files only (~/.hermes/cron/output/)")
# Platform home channels
for platform, home in context.home_channels.items():
lines.append(f"- `\"{platform.value}\"` → Home channel ({home.name})")
# Note about explicit targeting
lines.append("")
lines.append("*For explicit targeting, use `\"platform:chat_id\"` format if the user provides a specific chat ID.*")
return "\n".join(lines)
@dataclass
class SessionEntry:
"""
Entry in the session store.
Maps a session key to its current session ID and metadata.
"""
session_key: str
session_id: str
created_at: datetime
updated_at: datetime
# Origin metadata for delivery routing
origin: Optional[SessionSource] = None
# Display metadata
display_name: Optional[str] = None
platform: Optional[Platform] = None
chat_type: str = "dm"
# Token tracking
input_tokens: int = 0
output_tokens: int = 0
total_tokens: int = 0
# Set when a session was created because the previous one expired;
# consumed once by the message handler to inject a notice into context
was_auto_reset: bool = False
def to_dict(self) -> Dict[str, Any]:
result = {
"session_key": self.session_key,
"session_id": self.session_id,
"created_at": self.created_at.isoformat(),
"updated_at": self.updated_at.isoformat(),
"display_name": self.display_name,
"platform": self.platform.value if self.platform else None,
"chat_type": self.chat_type,
"input_tokens": self.input_tokens,
"output_tokens": self.output_tokens,
"total_tokens": self.total_tokens,
}
if self.origin:
result["origin"] = self.origin.to_dict()
return result
@classmethod
def from_dict(cls, data: Dict[str, Any]) -> "SessionEntry":
origin = None
if "origin" in data and data["origin"]:
origin = SessionSource.from_dict(data["origin"])
platform = None
if data.get("platform"):
try:
platform = Platform(data["platform"])
except ValueError:
pass
return cls(
session_key=data["session_key"],
session_id=data["session_id"],
created_at=datetime.fromisoformat(data["created_at"]),
updated_at=datetime.fromisoformat(data["updated_at"]),
origin=origin,
display_name=data.get("display_name"),
platform=platform,
chat_type=data.get("chat_type", "dm"),
input_tokens=data.get("input_tokens", 0),
output_tokens=data.get("output_tokens", 0),
total_tokens=data.get("total_tokens", 0),
)
def build_session_key(source: SessionSource) -> str:
"""Build a deterministic session key from a message source.
This is the single source of truth for session key construction.
WhatsApp DMs include chat_id (multi-user), other DMs do not (single owner).
"""
platform = source.platform.value
if source.chat_type == "dm":
if platform == "whatsapp" and source.chat_id:
return f"agent:main:{platform}:dm:{source.chat_id}"
return f"agent:main:{platform}:dm"
return f"agent:main:{platform}:{source.chat_type}:{source.chat_id}"
class SessionStore:
"""
Manages session storage and retrieval.
Uses SQLite (via SessionDB) for session metadata and message transcripts.
Falls back to legacy JSONL files if SQLite is unavailable.
"""
def __init__(self, sessions_dir: Path, config: GatewayConfig,
has_active_processes_fn=None,
on_auto_reset=None):
self.sessions_dir = sessions_dir
self.config = config
self._entries: Dict[str, SessionEntry] = {}
self._loaded = False
self._has_active_processes_fn = has_active_processes_fn
# on_auto_reset is deprecated — memory flush now runs proactively
# via the background session expiry watcher in GatewayRunner.
self._pre_flushed_sessions: set = set() # session_ids already flushed by watcher
# Initialize SQLite session database
self._db = None
try:
from hermes_state import SessionDB
self._db = SessionDB()
except Exception as e:
print(f"[gateway] Warning: SQLite session store unavailable, falling back to JSONL: {e}")
def _ensure_loaded(self) -> None:
"""Load sessions index from disk if not already loaded."""
if self._loaded:
return
self.sessions_dir.mkdir(parents=True, exist_ok=True)
sessions_file = self.sessions_dir / "sessions.json"
if sessions_file.exists():
try:
with open(sessions_file, "r") as f:
data = json.load(f)
for key, entry_data in data.items():
self._entries[key] = SessionEntry.from_dict(entry_data)
except Exception as e:
print(f"[gateway] Warning: Failed to load sessions: {e}")
self._loaded = True
def _save(self) -> None:
"""Save sessions index to disk (kept for session key -> ID mapping)."""
self.sessions_dir.mkdir(parents=True, exist_ok=True)
sessions_file = self.sessions_dir / "sessions.json"
data = {key: entry.to_dict() for key, entry in self._entries.items()}
with open(sessions_file, "w") as f:
json.dump(data, f, indent=2)
def _generate_session_key(self, source: SessionSource) -> str:
"""Generate a session key from a source."""
return build_session_key(source)
def _is_session_expired(self, entry: SessionEntry) -> bool:
"""Check if a session has expired based on its reset policy.
Works from the entry alone — no SessionSource needed.
Used by the background expiry watcher to proactively flush memories.
Sessions with active background processes are never considered expired.
"""
if self._has_active_processes_fn:
if self._has_active_processes_fn(entry.session_key):
return False
policy = self.config.get_reset_policy(
platform=entry.platform,
session_type=entry.chat_type,
)
if policy.mode == "none":
return False
now = datetime.now()
if policy.mode in ("idle", "both"):
idle_deadline = entry.updated_at + timedelta(minutes=policy.idle_minutes)
if now > idle_deadline:
return True
if policy.mode in ("daily", "both"):
today_reset = now.replace(
hour=policy.at_hour,
minute=0, second=0, microsecond=0,
)
if now.hour < policy.at_hour:
today_reset -= timedelta(days=1)
if entry.updated_at < today_reset:
return True
return False
def _should_reset(self, entry: SessionEntry, source: SessionSource) -> bool:
"""
Check if a session should be reset based on policy.
Sessions with active background processes are never reset.
"""
if self._has_active_processes_fn:
session_key = self._generate_session_key(source)
if self._has_active_processes_fn(session_key):
return False
policy = self.config.get_reset_policy(
platform=source.platform,
session_type=source.chat_type
)
if policy.mode == "none":
return False
now = datetime.now()
if policy.mode in ("idle", "both"):
idle_deadline = entry.updated_at + timedelta(minutes=policy.idle_minutes)
if now > idle_deadline:
return True
if policy.mode in ("daily", "both"):
today_reset = now.replace(
hour=policy.at_hour,
minute=0,
second=0,
microsecond=0
)
if now.hour < policy.at_hour:
today_reset -= timedelta(days=1)
if entry.updated_at < today_reset:
return True
return False
def has_any_sessions(self) -> bool:
"""Check if any sessions have ever been created (across all platforms).
Uses the SQLite database as the source of truth because it preserves
historical session records (ended sessions still count). The in-memory
``_entries`` dict replaces entries on reset, so ``len(_entries)`` would
stay at 1 for single-platform users — which is the bug this fixes.
The current session is already in the DB by the time this is called
(get_or_create_session runs first), so we check ``> 1``.
"""
if self._db:
try:
return self._db.session_count() > 1
except Exception:
pass # fall through to heuristic
# Fallback: check if sessions.json was loaded with existing data.
# This covers the rare case where the DB is unavailable.
self._ensure_loaded()
return len(self._entries) > 1
def get_or_create_session(
self,
source: SessionSource,
force_new: bool = False
) -> SessionEntry:
"""
Get an existing session or create a new one.
Evaluates reset policy to determine if the existing session is stale.
Creates a session record in SQLite when a new session starts.
"""
self._ensure_loaded()
session_key = self._generate_session_key(source)
now = datetime.now()
if session_key in self._entries and not force_new:
entry = self._entries[session_key]
if not self._should_reset(entry, source):
entry.updated_at = now
self._save()
return entry
else:
# Session is being auto-reset. The background expiry watcher
# should have already flushed memories proactively; discard
# the marker so it doesn't accumulate.
was_auto_reset = True
self._pre_flushed_sessions.discard(entry.session_id)
if self._db:
try:
self._db.end_session(entry.session_id, "session_reset")
except Exception as e:
logger.debug("Session DB operation failed: %s", e)
else:
was_auto_reset = False
# Create new session
session_id = f"{now.strftime('%Y%m%d_%H%M%S')}_{uuid.uuid4().hex[:8]}"
entry = SessionEntry(
session_key=session_key,
session_id=session_id,
created_at=now,
updated_at=now,
origin=source,
display_name=source.chat_name,
platform=source.platform,
chat_type=source.chat_type,
was_auto_reset=was_auto_reset,
)
self._entries[session_key] = entry
self._save()
# Create session in SQLite
if self._db:
try:
self._db.create_session(
session_id=session_id,
source=source.platform.value,
user_id=source.user_id,
)
except Exception as e:
print(f"[gateway] Warning: Failed to create SQLite session: {e}")
return entry
def update_session(
self,
session_key: str,
input_tokens: int = 0,
output_tokens: int = 0
) -> None:
"""Update a session's metadata after an interaction."""
self._ensure_loaded()
if session_key in self._entries:
entry = self._entries[session_key]
entry.updated_at = datetime.now()
entry.input_tokens += input_tokens
entry.output_tokens += output_tokens
entry.total_tokens = entry.input_tokens + entry.output_tokens
self._save()
if self._db:
try:
self._db.update_token_counts(
entry.session_id, input_tokens, output_tokens
)
except Exception as e:
logger.debug("Session DB operation failed: %s", e)
def reset_session(self, session_key: str) -> Optional[SessionEntry]:
"""Force reset a session, creating a new session ID."""
self._ensure_loaded()
if session_key not in self._entries:
return None
old_entry = self._entries[session_key]
# End old session in SQLite
if self._db:
try:
self._db.end_session(old_entry.session_id, "session_reset")
except Exception as e:
logger.debug("Session DB operation failed: %s", e)
now = datetime.now()
session_id = f"{now.strftime('%Y%m%d_%H%M%S')}_{uuid.uuid4().hex[:8]}"
new_entry = SessionEntry(
session_key=session_key,
session_id=session_id,
created_at=now,
updated_at=now,
origin=old_entry.origin,
display_name=old_entry.display_name,
platform=old_entry.platform,
chat_type=old_entry.chat_type,
)
self._entries[session_key] = new_entry
self._save()
# Create new session in SQLite
if self._db:
try:
self._db.create_session(
session_id=session_id,
source=old_entry.platform.value if old_entry.platform else "unknown",
user_id=old_entry.origin.user_id if old_entry.origin else None,
)
except Exception as e:
logger.debug("Session DB operation failed: %s", e)
return new_entry
def switch_session(self, session_key: str, target_session_id: str) -> Optional[SessionEntry]:
"""Switch a session key to point at an existing session ID.
Used by ``/resume`` to restore a previously-named session.
Ends the current session in SQLite (like reset), but instead of
generating a fresh session ID, re-uses ``target_session_id`` so the
old transcript is loaded on the next message.
"""
self._ensure_loaded()
if session_key not in self._entries:
return None
old_entry = self._entries[session_key]
# Don't switch if already on that session
if old_entry.session_id == target_session_id:
return old_entry
# End the current session in SQLite
if self._db:
try:
self._db.end_session(old_entry.session_id, "session_switch")
except Exception as e:
logger.debug("Session DB end_session failed: %s", e)
now = datetime.now()
new_entry = SessionEntry(
session_key=session_key,
session_id=target_session_id,
created_at=now,
updated_at=now,
origin=old_entry.origin,
display_name=old_entry.display_name,
platform=old_entry.platform,
chat_type=old_entry.chat_type,
)
self._entries[session_key] = new_entry
self._save()
return new_entry
def list_sessions(self, active_minutes: Optional[int] = None) -> List[SessionEntry]:
"""List all sessions, optionally filtered by activity."""
self._ensure_loaded()
entries = list(self._entries.values())
if active_minutes is not None:
cutoff = datetime.now() - timedelta(minutes=active_minutes)
entries = [e for e in entries if e.updated_at >= cutoff]
entries.sort(key=lambda e: e.updated_at, reverse=True)
return entries
def get_transcript_path(self, session_id: str) -> Path:
"""Get the path to a session's legacy transcript file."""
return self.sessions_dir / f"{session_id}.jsonl"
def append_to_transcript(self, session_id: str, message: Dict[str, Any]) -> None:
"""Append a message to a session's transcript (SQLite + legacy JSONL)."""
# Write to SQLite
if self._db:
try:
self._db.append_message(
session_id=session_id,
role=message.get("role", "unknown"),
content=message.get("content"),
tool_name=message.get("tool_name"),
tool_calls=message.get("tool_calls"),
tool_call_id=message.get("tool_call_id"),
)
except Exception as e:
logger.debug("Session DB operation failed: %s", e)
# Also write legacy JSONL (keeps existing tooling working during transition)
transcript_path = self.get_transcript_path(session_id)
with open(transcript_path, "a") as f:
f.write(json.dumps(message, ensure_ascii=False) + "\n")
def rewrite_transcript(self, session_id: str, messages: List[Dict[str, Any]]) -> None:
"""Replace the entire transcript for a session with new messages.
Used by /retry, /undo, and /compress to persist modified conversation history.
Rewrites both SQLite and legacy JSONL storage.
"""
# SQLite: clear old messages and re-insert
if self._db:
try:
self._db.clear_messages(session_id)
for msg in messages:
self._db.append_message(
session_id=session_id,
role=msg.get("role", "unknown"),
content=msg.get("content"),
tool_name=msg.get("tool_name"),
tool_calls=msg.get("tool_calls"),
tool_call_id=msg.get("tool_call_id"),
)
except Exception as e:
logger.debug("Failed to rewrite transcript in DB: %s", e)
# JSONL: overwrite the file
transcript_path = self.get_transcript_path(session_id)
with open(transcript_path, "w") as f:
for msg in messages:
f.write(json.dumps(msg, ensure_ascii=False) + "\n")
def load_transcript(self, session_id: str) -> List[Dict[str, Any]]:
"""Load all messages from a session's transcript."""
# Try SQLite first
if self._db:
try:
messages = self._db.get_messages_as_conversation(session_id)
if messages:
return messages
except Exception as e:
logger.debug("Could not load messages from DB: %s", e)
# Fall back to legacy JSONL
transcript_path = self.get_transcript_path(session_id)
if not transcript_path.exists():
return []
messages = []
with open(transcript_path, "r") as f:
for line in f:
line = line.strip()
if line:
messages.append(json.loads(line))
return messages
def build_session_context(
source: SessionSource,
config: GatewayConfig,
session_entry: Optional[SessionEntry] = None
) -> SessionContext:
"""
Build a full session context from a source and config.
This is used to inject context into the agent's system prompt.
"""
connected = config.get_connected_platforms()
home_channels = {}
for platform in connected:
home = config.get_home_channel(platform)
if home:
home_channels[platform] = home
context = SessionContext(
source=source,
connected_platforms=connected,
home_channels=home_channels,
)
if session_entry:
context.session_key = session_entry.session_key
context.session_id = session_entry.session_id
context.created_at = session_entry.created_at
context.updated_at = session_entry.updated_at
return context