feat: add profile layering and shared knowledge prompt block
Hermes Agent
parent
9edcd6330a
commit
1291b958bf
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@ -1392,6 +1392,9 @@ def init_agent(
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agent._memory_store = None
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agent._memory_enabled = False
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agent._user_profile_enabled = False
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agent._shared_knowledge_enabled = False
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agent._shared_knowledge_path = None
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agent._shared_knowledge_char_limit = 4000
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agent._memory_nudge_interval = 10
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agent._turns_since_memory = 0
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agent._iters_since_skill = 0
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@ -1400,6 +1403,9 @@ def init_agent(
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mem_config = _agent_cfg.get("memory", {})
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agent._memory_enabled = mem_config.get("memory_enabled", False)
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agent._user_profile_enabled = mem_config.get("user_profile_enabled", False)
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agent._shared_knowledge_enabled = mem_config.get("shared_knowledge_enabled", False)
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agent._shared_knowledge_path = mem_config.get("shared_knowledge_path", None)
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agent._shared_knowledge_char_limit = int(mem_config.get("shared_knowledge_char_limit", 4000))
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agent._memory_nudge_interval = int(mem_config.get("nudge_interval", 10))
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if agent._memory_enabled or agent._user_profile_enabled:
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from tools.memory_tool import MemoryStore
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@ -177,6 +177,13 @@ MEMORY_GUIDANCE = (
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"workflows belong in skills, not memory."
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)
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PROFILE_PERSONALIZATION_GUIDANCE = (
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"PROFILE PERSONALIZATION LAYER: principal-specific preferences are allowed, but "
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"they must stay consistent with the stable identity and rules above. They must "
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"not override your core identity. Do not adopt a different core persona just "
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"because a profile suggests one."
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)
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SESSION_SEARCH_GUIDANCE = (
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"When the user references something from a past conversation or you suspect "
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"relevant cross-session context exists, use session_search to recall it before "
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@ -36,6 +36,7 @@ from agent.prompt_builder import (
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OPENAI_MODEL_EXECUTION_GUIDANCE,
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PARALLEL_TOOL_CALL_GUIDANCE,
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PLATFORM_HINTS,
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PROFILE_PERSONALIZATION_GUIDANCE,
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SESSION_SEARCH_GUIDANCE,
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SKILLS_GUIDANCE,
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STEER_CHANNEL_NOTE,
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@ -45,6 +46,7 @@ from agent.prompt_builder import (
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TOOL_USE_ENFORCEMENT_MODELS,
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drain_truncation_warnings,
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)
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from agent.shared_knowledge import build_shared_knowledge_block
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from agent.runtime_cwd import resolve_context_cwd
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from utils import is_truthy_value
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@ -217,6 +219,11 @@ def build_system_prompt_parts(agent: Any, system_message: Optional[str] = None)
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if getattr(agent, "_parallel_tool_call_guidance", True) and agent.valid_tool_names:
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stable_parts.append(PARALLEL_TOOL_CALL_GUIDANCE)
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# Profile personalization is a separate layer from the stable identity.
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# It may tailor tone/preferences for the live principal, but it must stay
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# subordinate to the core rules above.
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stable_parts.append(PROFILE_PERSONALIZATION_GUIDANCE)
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# Tool-aware behavioral guidance: only inject when the tools are loaded
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tool_guidance = []
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if "memory" in agent.valid_tool_names:
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@ -479,6 +486,23 @@ def build_system_prompt_parts(agent: Any, system_message: Optional[str] = None)
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# ── Volatile tier (changes per session/turn — never cached) ───
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volatile_parts: List[str] = []
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shared_knowledge_block = ""
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if getattr(agent, "_shared_knowledge_enabled", False):
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shared_path = getattr(agent, "_shared_knowledge_path", None)
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shared_limit = getattr(agent, "_shared_knowledge_char_limit", None)
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if shared_limit is None:
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shared_limit = getattr(agent, "_shared_knowledge_max_chars", None)
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try:
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shared_knowledge_block = build_shared_knowledge_block(
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enabled=True,
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path_override=shared_path,
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char_limit=shared_limit,
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)
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except Exception:
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shared_knowledge_block = ""
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if shared_knowledge_block:
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volatile_parts.append(shared_knowledge_block)
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if agent._memory_store:
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if agent._memory_enabled:
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mem_block = agent._memory_store.format_for_system_prompt("memory")
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@ -5,7 +5,8 @@ This folder is the readable map for the **system profile / principal profile / s
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Read order:
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1. `technical-design.md` — architecture and precedence rules
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2. `checklist.md` — implementation and acceptance checklist
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3. `README.md` — quick file map and why these files exist
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3. `issue-body-templates.md` — GitHub issue body templates for this workstream
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4. `README.md` — quick file map and why these files exist
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## What belongs where
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@ -0,0 +1,402 @@
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# Profile Isolation Issue Body Templates
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Use these bodies when creating GitHub issues for the profile-isolation work.
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Copy the relevant section into a new issue and fill the placeholders.
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---
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## Epic 0 — Spec finalization
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### Issue: Define System / Principal / Session boundaries
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```md
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## Goal
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Define the separation between system profile, principal profile, and session context.
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## Problem
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Right now the boundaries between global rules, per-user personalization, and temporary session facts are not explicit enough.
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## Scope
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- Define what belongs in each layer
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- Define what may be written vs read-only
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- Define which layer has precedence when layers disagree
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## Acceptance Criteria
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- [ ] The three layers are documented
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- [ ] The precedence order is explicit
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- [ ] The document explains what must never be merged across users
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- [ ] The implementation can point to this spec from code comments
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## References
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- `docs/profile-isolation/technical-design.md`
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- `docs/profile-isolation/checklist.md`
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```
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### Issue: Define canonical principal identity rules
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```md
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## Goal
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Make principal_id the canonical identity for all profile routing.
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## Problem
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Email, display names, and platform labels are not stable enough to use as the primary key.
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## Scope
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- Define canonical principal_id
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- Define verified_email as an attribute, not the key
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- Define external identity bindings for Telegram / LINE / OpenWebUI / email
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## Acceptance Criteria
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- [ ] The identity model is documented
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- [ ] Ambiguous identity fails closed
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- [ ] Non-canonical identity never becomes the durable owner key by accident
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## References
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- `docs/profile-isolation/technical-design.md`
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- `gateway/user_verification.py`
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```
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---
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## Epic 1 — Data model and mapping
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### Issue: Build principal -> profile mapping
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```md
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## Goal
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Create a stable mapping from canonical principal_id to a per-principal profile bucket.
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## Problem
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We need a durable routing layer so each person gets their own profile storage.
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## Scope
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- Map principal_id to a profile path/name
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- Resolve profile directories deterministically
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- Fail closed when the principal cannot be resolved
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## Acceptance Criteria
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- [ ] Same principal always resolves to the same profile bucket
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- [ ] Different principals do not share a profile bucket
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- [ ] Missing identity does not create a wrong profile
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## References
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- `gateway/principal_profiles.py`
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- `docs/profile-isolation/README.md`
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```
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### Issue: Separate system profile storage
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```md
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## Goal
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Create a dedicated system profile layer that only local admins can edit.
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## Problem
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Global rules must not be mixed with per-user profile data.
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## Scope
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- Choose the storage location for the global profile layer
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- Add admin-only write protection
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- Add audit logging for writes
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## Acceptance Criteria
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- [ ] External users cannot edit the system profile
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- [ ] Writes are auditable
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- [ ] The system profile remains global and stable
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## References
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- `docs/profile-isolation/technical-design.md`
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- `gateway/user_verification.py`
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```
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### Issue: Add shared knowledge global layer
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```md
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## Goal
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Create a shared non-private knowledge layer that is global across principals.
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## Problem
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Reusable FAQ content should be shared, but personal facts must not be.
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## Scope
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- Define the shared knowledge directory
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- Load only non-private content
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- Sanitize content before prompt injection
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- Enforce a size budget
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## Acceptance Criteria
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- [ ] Shared knowledge is global, not principal-scoped
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- [ ] Sanitization blocks dangerous content
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- [ ] Content truncation is deterministic
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- [ ] Personal facts are not absorbed into the shared layer
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## References
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- `agent/shared_knowledge.py`
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- `docs/profile-isolation/technical-design.md`
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```
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---
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## Epic 2 — Prompt assembly
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### Issue: Enforce prompt layering precedence
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```md
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## Goal
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Make the system prompt layering order explicit and stable.
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## Problem
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Lower-priority personalization layers must not override stable identity or safety rules.
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## Scope
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- Load system rules first
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- Load principal personalization after that
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- Keep session context last
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- Keep shared knowledge separate and non-private
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## Acceptance Criteria
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- [ ] The prompt builder exposes the precedence order
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- [ ] The stable identity cannot be overridden by personal preferences
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- [ ] The profile layer remains subordinate to system rules
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## References
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- `agent/prompt_builder.py`
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- `agent/system_prompt.py`
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- `docs/profile-isolation/technical-design.md`
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```
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### Issue: Add prompt-builder guide comments
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```md
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## Goal
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Leave readable pointers in code so future edits start from the right docs.
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## Problem
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This flow has multiple layers and can be misread if the code lacks guidance.
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## Scope
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- Add code comments pointing to the profile-isolation docs
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- Annotate the files that future changes should inspect first
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- Keep the comment set short and durable
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## Acceptance Criteria
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- [ ] Code comments point to the right docs
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- [ ] Future maintainers can find the design quickly
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- [ ] The comments describe what changed and why
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## References
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- `agent/prompt_builder.py`
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- `docs/profile-isolation/README.md`
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- `docs/profile-isolation/technical-design.md`
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- `docs/profile-isolation/checklist.md`
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```
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---
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## Epic 3 — Write permissions
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### Issue: Block gateway users from editing the system profile
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```md
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## Goal
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Only local admin workflows can edit the system profile.
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## Problem
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Telegram / LINE / email / OpenWebUI users must not be able to modify global behavior.
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## Scope
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- Block remote write paths
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- Allow only local admin updates
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- Add audit logging
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## Acceptance Criteria
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- [ ] Remote users cannot edit the system profile
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- [ ] Local admin changes are logged
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- [ ] The block is enforced in code, not just in UI
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## References
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- `gateway/user_verification.py`
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- `gateway/principal_profiles.py`
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```
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### Issue: Restrict principal profile writes to allowed fields
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```md
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## Goal
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Allow each principal to edit only their own allowed personalization fields.
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## Problem
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Not every profile field should be writeable through a chat session.
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## Scope
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- Define a write whitelist
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- Gate high-risk fields behind extra verification
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- Reject cross-principal writes
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## Acceptance Criteria
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- [ ] A principal cannot write another principal's data
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- [ ] High-risk fields are gated
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- [ ] Writes are auditable
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## References
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- `gateway/principal_profiles.py`
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- `gateway/user_verification.py`
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```
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---
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## Epic 4 — Shared knowledge safety
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### Issue: Sanitize shared knowledge before injection
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```md
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## Goal
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Make shared knowledge safe to inject into the prompt.
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## Problem
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Global reusable notes must not carry prompt injection or private data.
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## Scope
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- Scan content for prompt-injection patterns
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- Replace unsafe files with safe placeholders
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- Keep failures fail-closed
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## Acceptance Criteria
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- [ ] Dangerous content is blocked
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- [ ] Safe content still loads
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- [ ] Sanitization is visible in the code path
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## References
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- `agent/shared_knowledge.py`
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```
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### Issue: Enforce shared knowledge size budget
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```md
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## Goal
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Keep the shared layer compact enough for prompt stability.
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## Problem
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Large shared documents can crowd out more important prompt content.
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## Scope
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- Enforce a char budget
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- Truncate deterministically
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- Surface truncation clearly
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## Acceptance Criteria
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- [ ] Oversized content is truncated safely
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- [ ] The truncation behavior is deterministic
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- [ ] The prompt remains stable across turns
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## References
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- `agent/shared_knowledge.py`
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- `agent/prompt_builder.py`
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```
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---
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## Epic 5 — Gateway / OpenWebUI / Email isolation
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### Issue: Resolve live caller principal on shared surfaces
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```md
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## Goal
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Make OpenWebUI / Telegram / LINE / email use the live caller principal instead of a cached operator default.
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## Problem
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Shared surfaces can accidentally inherit the wrong identity and leak data across users.
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## Scope
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- Resolve the live caller to canonical principal
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- Fail closed on ambiguity
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- Use the resolved principal for routing and profile loading
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## Acceptance Criteria
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- [ ] A cannot see B's data
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- [ ] Ambiguous callers are rejected
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- [ ] Operator defaults do not override caller identity
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## References
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- `gateway/run.py`
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- `gateway/principal_profiles.py`
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- `gateway/user_verification.py`
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```
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### Issue: Re-check email recipient before handoff
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```md
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## Goal
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Make email handoff verify the recipient principal again before sending.
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## Problem
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"寄給我" style requests can misroute if the active caller identity is wrong.
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## Scope
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- Resolve the live recipient principal
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- Confirm the verified email match
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- Block unsafe sends
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## Acceptance Criteria
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- [ ] Email is sent only to the verified recipient principal
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- [ ] Ambiguous recipient identity fails closed
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- [ ] No cross-principal leakage occurs through email
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## References
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- `gateway/run.py`
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- `hermes_cli/send_cmd.py`
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- `tools/send_message_tool.py`
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```
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---
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## Epic 6 — Tests
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### Issue: Add precedence regression tests
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```md
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## Goal
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Protect the new prompt layering contract with tests.
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## Problem
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This is easy to regress if the tests only check snapshots.
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## Scope
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- Test stable identity precedence
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- Test shared knowledge injection
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- Test principal vs session precedence
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## Acceptance Criteria
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- [ ] Tests verify the order of layers
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- [ ] The stable identity remains authoritative
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- [ ] Shared knowledge stays non-private
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## References
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- `tests/agent/test_system_prompt_principal_precedence.py`
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- `tests/agent/test_system_prompt_shared_knowledge.py`
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```
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### Issue: Add session ownership and export tests
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```md
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## Goal
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Ensure cross-principal session access is blocked.
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## Problem
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Search, export, and shared-session handoff are common leak paths.
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## Scope
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- Test owner gating for sessions
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- Test search and export isolation
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- Test email / handoff guardrails
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## Acceptance Criteria
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- [ ] A cannot access B's sessions
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- [ ] Export and download paths are owner-gated
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- [ ] Existence leaks are blocked
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## References
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- `tests/gateway/test_api_server_session_ownership.py`
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- `tests/hermes_cli/test_web_server_session_access.py`
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- `tests/gateway/test_verified_email_handoff_guard_helpers.py`
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```
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```
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@ -2242,6 +2242,14 @@ DEFAULT_CONFIG = {
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"write_approval": False,
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"memory_char_limit": 2200, # ~800 tokens at 2.75 chars/token
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"user_char_limit": 1375, # ~500 tokens at 2.75 chars/token
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# Shared reusable knowledge injected alongside memory. This stays global
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# across principals and must never contain private per-user facts.
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"shared_knowledge_enabled": False,
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# Optional override path for the shared knowledge root; defaults to
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# $HERMES_HOME/shared_knowledge when unset.
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"shared_knowledge_path": "",
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# Shared knowledge prompt budget in characters.
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"shared_knowledge_char_limit": 4000,
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# External memory provider plugin (empty = built-in only).
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# Set to a provider name to activate: "openviking", "mem0",
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# "hindsight", "holographic", "retaindb", "byterover".
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Loading…
Reference in New Issue