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feat(snapshot): add Hermes managed clone broker boundary - #8035

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ericksoa merged 136 commits into
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feat/hermes-managed-clone-broker
Aug 3, 2026
Merged

feat(snapshot): add Hermes managed clone broker boundary#8035
ericksoa merged 136 commits into
mainfrom
feat/hermes-managed-clone-broker

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@ericksoa

@ericksoa ericksoa commented Aug 1, 2026

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Summary

Adds the dormant Hermes broker boundary needed to stage and later activate provider-owned managed clone rebinding. Broker preparation captures immutable credential, inference-route, messaging, and clone authority; activation consumes only the exact staged plan.

The shared clone/provider contracts remain runtime-neutral. This slice does not wire the production snapshot action, activate buildless onboarding, or advertise Hermes/Podman support.

Related Issue

Part of #7744

Changes

  • Add a Hermes managed-clone broker that separates non-destructive staging from later activation.
  • Bind staged authority to the exact source snapshot, destination sandbox, provider transaction, Hermes identity, credential plan, messaging plan, and inference routes.
  • Resolve the provider through the shared registry contract rather than a Docker/Podman switch.
  • Clone and deep-freeze all accepted external authority at the canonical immutable boundary.
  • Reject stale, mutated, cross-provider, cross-agent, or mismatched staged plans before activation.
  • Keep credentials isolated from logs and persisted public receipts.
  • Add focused staging, activation, immutability, and failure-path tests.
  • Keep the broker unreachable from the production snapshot action until the later integration slice.

Maintainer Disposition — Advisor PRA-1

PRA-1 is intentionally not implemented in this slice. The epic #7744 activation invariant requires earlier implementation slices to remain inert or internally complete and forbids a partial buildless support path. PR3.9C owns only the Hermes broker preparation and provisioning boundary. A production import or call from the snapshot-clone workflow is therefore prohibited in #8035 because it would cross this review thesis and make the slice product-flow-affecting before the required qualification stack exists.

PR3.15 is the exact owner for production activation after PR3.13A–3.13B and PR3.14A–3.14C are green. That activation slice must invoke prepareHermesManagedCloneBrokerTransaction and provisionHermesManagedCloneBrokerTransaction at the managed snapshot-clone provider-mutation boundary. It must also add a production-call integration test that enters the managed Hermes snapshot-clone workflow and proves staged broker binding, destination-provider creation, and exact binding activation. #8035 must retain its production-call dormancy guard until that activation slice.

Type of Change

  • Code change (feature, bug fix, or refactor)
  • Code change with doc updates
  • Doc only (prose changes, no code sample modifications)
  • Doc only (includes code sample changes)

Quality Gates

  • Tests added or updated for changed behavior
  • Existing tests cover changed behavior — justification:
  • Tests not applicable — justification:
  • Docs updated for user-facing behavior changes
  • Docs not applicable — justification: Internal dormant broker and tests only; no public command, selectable runtime, or support claim changes.
  • Sensitive paths changed (security, policy, credentials, preflight, onboarding, inference, runner, sandbox, or messaging)
  • Sensitive-path review completed or maintainer-approved waiver recorded — reviewer/approval link/justification: Exact-head review covers credential isolation, immutable staged authority, provider/agent binding, and preparation-before-activation ordering.
  • Non-success, skipped, or missing CI check accepted by maintainer — check name, approval link, and follow-up issue:

Documentation Writer Review

  • Documentation writer subagent reviewed the completed changes
  • Result: no-docs-needed
  • Evidence: Independent review confirmed that this patch changes only internal broker/runtime code and focused tests, leaves production snapshot and selectable-runtime behavior unchanged, and needs no user-facing documentation. The exact head/base are f64c4be7765259fd52ef3e9ee916b474e87e7310 / 98a0e0c5d6bb982ad4d0311ce023670acd2a4dfd; the current combined patch remains internal-only at stable patch ID cf7824424540343a477ee292a8bd4c74efa5d7e5.
  • Agent: Codex Desktop

DGX Station Hardware Evidence

  • Tested on DGX Station
  • Tested commit:
  • Station profile/scenario:
  • Result:
  • Supporting evidence:

Verification

  • Append-only current-main refresh preserves source head 4824fce0edf5de7019fb5b898e8034d68c258d44 and the originally reviewed patch ID 42542f9de3ecdbed69931ad822f7bd954baf3952 as ancestry. Current exact head/base: f64c4be7765259fd52ef3e9ee916b474e87e7310 / 98a0e0c5d6bb982ad4d0311ce023670acd2a4dfd; current raw diff SHA-256 14391a07a0043584abd31fa747100761a53543ed38a353ab277c908d29c37de5, stable patch ID cf7824424540343a477ee292a8bd4c74efa5d7e5, 13-file manifest, and all existing resolved review threads are recorded after the advisor fix.

  • Exact locally validated head/base: f64c4be7765259fd52ef3e9ee916b474e87e7310 / 98a0e0c5d6bb982ad4d0311ce023670acd2a4dfd.

  • Review budget: 13 files, +2,829/-42.

  • Stable combined patch ID: cf7824424540343a477ee292a8bd4c74efa5d7e5.

  • The canonical channel-state fixture passed 4/4 and pre-push CLI typecheck passed on the exact head.

  • Advisor follow-up removed the host curl dependency from private control-socket calls, replaced the nonexistent recovery-document reference with an inline action, and passed focused broker/runtime tests, CLI build/typecheck, full changed-file hooks, and pre-push.

  • The exact-head guardrail follow-up removed redundant manual child cleanup in favor of the owned-resource fixture; 10/10 focused tests, Biome, conditional scanning, commit hooks, and pre-push passed.

  • The current advisor follow-up replaces blanket @ts-nocheck in both new Hermes host modules with strict types and verifies their production node --experimental-strip-types load boundary; CLI typecheck and focused broker, credential, and package tests pass.

  • Every PR-range commit is SSH-signed, contains a DCO trailer, and is GitHub Verified.

  • Focused Hermes broker, runtime credential, policy-boundary, and dormancy suites passed.

  • CLI build, CLI typecheck, exact-range pre-commit, commitlint, pre-push, and git diff --check passed.

  • Review follow-ups preserve the canonical cloneAndDeepFreeze boundary and harden broker transaction and runtime-credential cleanup.

  • No production snapshot caller, runtime-specific central switch, Podman registration, or public activation exists.

  • Applicable broad gate passed — exact-head required CI, both advisors, CodeRabbit, and protected E2E are the broad remote gates.

Risk Plan

  • Primary risk: exposing credentials or activating a stale/mutated Hermes clone plan against the wrong provider or destination.
  • Containment: preparation clones and freezes exact authority; activation revalidates provider, agent, transaction, destination, credential, messaging, and inference bindings.
  • Regression risk: new broker construction could leak into current snapshot behavior. The production action remains unwired and focused source-boundary tests cover dormancy.
  • Rollback: the 13-file broker slice is independently revertible and not selectable.

Stack

Signed-off-by: Aaron Erickson aerickson@nvidia.com

Summary by CodeRabbit

  • New Features

    • Added secure credential handling for managed Hermes clones, including staged activation, rotation, validation, and cleanup.
    • Added broker controls for provider setup, status checks, preflight validation, and lifecycle management.
    • Improved support for multiple sandboxes with isolated provider state and credentials.
    • Added runtime health checks, safe broker reuse, and identity validation.
  • Bug Fixes

    • Prevented raw refresh credentials from remaining in runtime environments.
    • Improved rollback and cleanup after provider activation failures.
  • Tests

    • Added comprehensive coverage for credential security, broker lifecycle, coexistence, validation, timeouts, and cleanup.

ericksoa added 30 commits July 30, 2026 14:50
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Preserve the exact reviewed tree while moving the stacked base to merged PR3.3.

Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Preserve the exact reviewed tree while moving the stacked base to restacked PR3.4a.

Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Preserve the exact reviewed tree while moving the stacked base to restacked PR3.4b.

Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Carry the reviewed PR3.4b slice unchanged onto the CodeRabbit feedback fix for PR3.4a.

Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Carry the reviewed PR3.5 slice unchanged onto the CodeRabbit feedback restack through PR3.4b.

Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Carry the reviewed PR3.4b slice unchanged onto the serialized PR3.4a transaction contract.

Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Carry the reviewed PR3.5 slice unchanged onto the serialized PR3.4a transaction contract.

The review patch remains unchanged through PR3.4b.

Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Restack PR3.4b without changing its review patch.

Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Restack PR3.5 without changing its review patch.

Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
@ericksoa

ericksoa commented Aug 2, 2026

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Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
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ericksoa and others added 4 commits August 2, 2026 07:51
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
ericksoa added a commit that referenced this pull request Aug 2, 2026
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
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ericksoa changed the base branch from feat/managed-clone-provider-transaction to wip/pr8035-hold-base-pr8034-61c0137b-20260802 August 2, 2026 23:41
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
@ericksoa ericksoa self-assigned this Aug 3, 2026
Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
@ericksoa
ericksoa changed the base branch from wip/pr8035-hold-base-pr8034-61c0137b-20260802 to main August 3, 2026 00:06
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🧹 Nitpick comments (1)
src/lib/hermes-tool-gateway-broker.ts (1)

733-799: 📐 Maintainability & Code Quality | 🔵 Trivial | ⚡ Quick win

Split the broker lifecycle actions into focused helpers.

Line 733 combines credential-free startup, runtime-mismatch handling, credential registration, and broker restart. Extract each refresh-plan action into a helper. Keep ensureHermesToolGatewayBroker as the orchestration point.

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/lib/hermes-tool-gateway-broker.ts` around lines 733 - 799, Refactor
ensureHermesToolGatewayBroker into focused helpers for credential-free startup,
runtime-mismatch handling, current-broker credential registration, and broker
start/restart. Keep each helper responsible for its existing branch behavior and
return value, while ensureHermesToolGatewayBroker retains option parsing,
refresh-plan selection, and orchestration through those helpers.

Source: Coding guidelines

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Nitpick comments:
In `@src/lib/hermes-tool-gateway-broker.ts`:
- Around line 733-799: Refactor ensureHermesToolGatewayBroker into focused
helpers for credential-free startup, runtime-mismatch handling, current-broker
credential registration, and broker start/restart. Keep each helper responsible
for its existing branch behavior and return value, while
ensureHermesToolGatewayBroker retains option parsing, refresh-plan selection,
and orchestration through those helpers.

ℹ️ Review info
⚙️ Run configuration

Configuration used: Path: .coderabbit.yaml

Review profile: CHILL

Plan: Enterprise

Run ID: 5224de85-4816-44db-ac77-48e5665edb18

📥 Commits

Reviewing files that changed from the base of the PR and between c1fd385 and 9352b77.

📒 Files selected for processing (2)
  • src/lib/hermes-tool-gateway-broker.ts
  • test/hermes-tool-gateway-broker.test.ts

Signed-off-by: Aaron Erickson <aerickson@nvidia.com>
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@ericksoa
ericksoa merged commit b76a70d into main Aug 3, 2026
125 of 137 checks passed
@ericksoa
ericksoa deleted the feat/hermes-managed-clone-broker branch August 3, 2026 01:31
senthilr-nv added a commit that referenced this pull request Aug 4, 2026
<!-- markdownlint-disable MD041 -->
## Summary

Adds the canonical dated `v0.0.101` changelog entry that was missing
when the release tag was cut. This post-release recovery records the
shipped behavior on current `main` without changing or replacing the
existing tag.

## Changes

- Add `docs/changelog/2026-08-03.mdx` with the exact `## v0.0.101`
heading, release summary, detailed behavior changes, support boundaries,
and links to durable documentation.
- [#7317](#7317) ->
`docs/changelog/2026-08-03.mdx`: Records experimental OpenClaw Google
Chat support and its restricted credential and webhook boundary.
- [#7715](#7715) ->
`docs/changelog/2026-08-03.mdx`: Records strict onboarding recovery
state and authoritative resume identity.
- [#7749](#7749) ->
`docs/changelog/2026-08-03.mdx`: Records the provider-neutral policy
seam and unchanged runtime support boundary.
- [#7817](#7817) ->
`docs/changelog/2026-08-03.mdx`: Records preserved Hermes home-channel
assignments across rebuilds.
- [#7820](#7820) ->
`docs/changelog/2026-08-03.mdx`: Records the SSH-session status field
correction.
- [#7847](#7847) ->
`docs/changelog/2026-08-03.mdx`: Records fail-closed credential
filtering for migration and rebuild backups.
- [#7870](#7870) ->
`docs/changelog/2026-08-03.mdx`: Records sandbox-qualified in-sandbox
host command hints.
- [#7875](#7875) ->
`docs/changelog/2026-08-03.mdx`: Records Microsoft Teams stop and start
E2E coverage.
- [#7885](#7885) ->
`docs/changelog/2026-08-03.mdx`: Records Hermes managed gateway
detection in status.
- [#7889](#7889) ->
`docs/changelog/2026-08-03.mdx`: Records policy-authenticated HTTPS Pin
Runtime route revocation.
- [#7891](#7891) ->
`docs/changelog/2026-08-03.mdx`: Records default fallback for negative
timeout and polling overrides.
- [#7993](#7993) ->
`docs/changelog/2026-08-03.mdx`: Records correct sibling detection
during uninstall.
- [#7995](#7995) ->
`docs/changelog/2026-08-03.mdx`: Records absent configuration-hash
handling before shields lock.
- [#8001](#8001) ->
`docs/changelog/2026-08-03.mdx`: Records the dormant atomic managed
workload replacement foundation.
- [#8029](#8029) ->
`docs/changelog/2026-08-03.mdx`: Records repository terminology review
in PR Review Advisor.
- [#8031](#8031) ->
`docs/changelog/2026-08-03.mdx`: Records provider-neutral managed
snapshot authority.
- [#8032](#8032) ->
`docs/changelog/2026-08-03.mdx`: Records immutable managed clone handoff
contracts.
- [#8034](#8034) ->
`docs/changelog/2026-08-03.mdx`: Records the dormant provider-owned
clone transaction surface.
- [#8035](#8035) ->
`docs/changelog/2026-08-03.mdx`: Records the dormant Hermes managed
clone broker boundary.
- [#8036](#8036) ->
`docs/changelog/2026-08-03.mdx`: Records the dormant transactional
managed bootstrap boundary.
- [#8037](#8037) ->
`docs/changelog/2026-08-03.mdx`: Records dormant Docker bootstrap
primitives and the unchanged provider support boundary.
- [#8070](#8070) ->
`docs/changelog/2026-08-03.mdx`: Records consolidated sandbox
resource-limit E2E coverage.
- [#8071](#8071) ->
`docs/changelog/2026-08-03.mdx`: Records escaped and bounded CLI
validation diagnostics.
- [#8081](#8081) ->
`docs/changelog/2026-08-03.mdx`: Records bounded linear snapshot Base64
validation.
- [#8085](#8085) ->
`docs/changelog/2026-08-03.mdx`: Records commit-bound workflow approval
for eligible same-repository maintainers.
- [#8088](#8088) ->
`docs/changelog/2026-08-03.mdx`: Records Hermes managed-policy E2E
selection.
- [#8090](#8090) ->
`docs/changelog/2026-08-03.mdx`: Records pinned CI search-tool
provisioning.
- [#8106](#8106) ->
`docs/changelog/2026-08-03.mdx`: Records fallback from failed managed
OpenShell gateway startup.
- [#8107](#8107) ->
`docs/changelog/2026-08-03.mdx`: Records Hermes adapter lifecycle E2E
selection.
- [#8128](#8128) ->
`docs/changelog/2026-08-03.mdx`: Records the dormant transactional
Docker bootstrap adapter and rollback authority.
- [#8140](#8140) ->
`docs/changelog/2026-08-03.mdx`: Records Slack conflict scope across
independent OpenShell gateways.
- [#8147](#8147) ->
`docs/changelog/2026-08-03.mdx`: Records completion of durable v0.0.100
documentation audit follow-ups.

## Type of Change

- [ ] Code change (feature, bug fix, or refactor)
- [ ] Code change with doc updates
- [x] Doc only (prose changes, no code sample modifications)
- [ ] Doc only (includes code sample changes)

## Quality Gates

- [ ] Tests added or updated for changed behavior
- [ ] Existing tests cover changed behavior — justification:
- [x] Tests not applicable — justification: This documentation-only
recovery does not change executable behavior.
- [x] Docs updated for user-facing behavior changes
- [ ] Docs not applicable — justification:
- [ ] Sensitive paths changed (security, policy, credentials, preflight,
onboarding, inference, runner, sandbox, or messaging)
- [ ] Sensitive-path review completed or maintainer-approved waiver
recorded — reviewer/approval link/justification:
- [ ] Non-success, skipped, or missing CI check accepted by maintainer —
check name, approval link, and follow-up issue:

## Documentation Writer Review

- [x] Documentation writer subagent reviewed the completed changes
- Result: `docs-updated`
- Evidence: Independently reviewed `docs/changelog/2026-08-03.mdx` at
commit `0bebe1f568e3dc85cf410aac1dfb8f8830070b85`. Its blob is
`82887920f9720eafd75db6b2271c35f7477edb9b`. The entry follows the
writing guide, controlled terminology, changelog structure, MDX SPDX
format, literal CLI-name rule, and root-absolute route requirements. It
accurately records the `v0.0.100...v0.0.101` release range, Announcement
#8162, accepted scope boundaries, and shipped security behavior. There
are no code samples. Focused changelog tests and the documentation build
pass for this commit.
- Agent: Codex Desktop independent documentation writer
<!-- docs-review-head-sha: 0bebe1f -->
<!-- docs-review-agents-blob-sha:
3dd7c24 -->

## Security Review

- Result: `PASS`
- Reviewed commit: `0bebe1f568e3dc85cf410aac1dfb8f8830070b85`
- Base commit: `643a4ab8b5f583d8555192a37927268b26022c51`
- Findings: None.
- Secrets and credentials: `PASS`. No credential values or secret files
are present.
- Input validation and data sanitization: `PASS`. No executable input
path changes.
- Authentication and authorization: `PASS`. No identity or permission
logic changes.
- Dependencies and third-party libraries: `PASS`. No dependency changes.
- Error handling and logging: `PASS`. No runtime path changes;
diagnostic-security claims are precise.
- Cryptography and data protection: `PASS`. No implementation changes.
- Configuration and security controls: `PASS`. No configuration,
container, port, or HTTP changes.
- Security testing: `PASS`. No coverage is removed; the entry records
shipped test and security behavior.
- System security: `PASS`. No runtime control changes; dormant and
non-activation boundaries are explicit.
- Agent: Codex Desktop independent security reviewer

## Verification

- [ ] PR description includes a `Signed-off-by:` line and every commit
appears as `Verified` in GitHub — verification is pending after commit
`0bebe1f568e3dc85cf410aac1dfb8f8830070b85` is pushed.
- [ ] Normal `pre-commit`, `commit-msg`, and `pre-push` hooks passed, or
`npm run validate:pr` passed after refreshing `origin/main` when hooks
were skipped or unavailable — commit hooks passed; pre-push is pending.
- [x] Targeted behavior tests pass for the current change set, or tests
are marked not applicable above — tests are not applicable to this
documentation-only recovery.
- [x] Applicable broad gate passed — not applicable to this
documentation-only recovery.
- [x] Quality Gates section completed with required justifications or
waivers
- [x] No secrets, API keys, credentials, or private keys are added by
this diff.
- [ ] `npm run docs` builds without warnings (doc changes only) — GitHub
documentation checks are pending.
- [x] Doc pages follow the [style
guide](https://github.com/NVIDIA/NemoClaw/blob/main/docs/CONTRIBUTING.md)
(doc changes only) — independent documentation review passed.
- [x] New doc pages include SPDX header and frontmatter (new pages only)
— the native changelog entry uses the required parser-safe MDX SPDX
comment and intentionally has no frontmatter.

GitHub CI is authoritative.
Focused changelog tests and `npm run docs` passed after the merge
refresh.

---
Signed-off-by: Apurv Kumaria <akumaria@nvidia.com>


<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit

* **New Features**
  * Added experimental Google Chat support.
  * Improved runtime and session status visibility.
  * Added onboarding recovery and persistence safeguards.
  * Added snapshot validation and dormant managed-workload support.

* **Bug Fixes**
* Improved backup sanitization, route handling, and gateway reliability.

* **Documentation**
  * Added the v0.0.101 changelog and related updates.

* **Tests**
  * Expanded end-to-end coverage and strengthened trusted CI validation.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Signed-off-by: Apurv Kumaria <akumaria@nvidia.com>
Signed-off-by: Carlos Villela <cvillela@nvidia.com>
Co-authored-by: Carlos Villela <cvillela@nvidia.com>
Co-authored-by: Senthil Ravichandran <senthilr@nvidia.com>
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Labels

area: onboarding Onboarding FSM, provider setup, sandbox launch, or first-run flow area: security Security controls, permissions, secrets, or hardening feature PR adds or expands user-visible functionality integration: hermes Hermes integration behavior platform: container Affects Docker, containerd, Podman, or images

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