docs(v2.3): add Tool Gateway + Nous Portal sign-in to release notes + README

v2.3 now lands two themes together: Projects Grow Up (existing) and
Hermes v0.10.0 Tool Gateway support (new, just merged on the feature
branch). The release notes and the repo README's "What's New" section
are updated to reflect both.

Release notes:

- Headline intro rewritten to frame both themes as the v2.3 story.
- New "Tool Gateway — Nous Portal support" section between "Icon
  tweak" and "Migrating from 2.2.x": picker overlay merge surfacing 6
  previously-invisible providers, in-app device-code sign-in sheet,
  per-task Nous routing in the Auxiliary tab, Health card, Credential
  Pools dead-end fix + auth-type gating, Messaging Gateway rename.
- "Under the hood" gains the Tool Gateway services paragraph
  (NousSubscriptionService, NousAuthFlow, NousSignInSheet,
  CredentialPoolsOAuthGate) + the PYTHONUNBUFFERED=1 subprocess-env
  fix note. Test count bumped from 93 → 120 (14 new tests in
  ToolGatewayTests, NousAuthFlowParserTests, CredentialPoolsGatingTests).
- "Migrating from 2.2.x" gains a Hermes version paragraph spelling
  out that v0.10.0 is required for the Tool Gateway features (rest
  of 2.3 works on earlier Hermes, just without Nous in the picker
  or subscription data in Health).
- "Documentation" section lists the new Hermes Version Compatibility
  + Core Services wiki updates that accompany this release.

README:

- v2.3 "What's New" bullet list gains a Tool Gateway bullet
  positioned between the chat-indicator bullet and the window-layout
  bullet.
- Trailing "See the full release notes" line expanded to reference
  the Hermes Version Compatibility wiki page so users on Hermes v0.9
  know why they don't see Nous in their picker.

Companion wiki update already pushed in 741b253 on the wiki repo
(Hermes-Version-Compatibility, Core-Services, Home).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Alan Wizemann
2026-04-24 03:08:57 +02:00
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commit ec506d4652
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- **Per-project Sessions tab** — alongside Dashboard and Site. Shows chats attributed to the project, with a **New Chat** button that spawns `hermes acp` with the project's directory as the session cwd and attributes the result via a Scarf-owned sidecar (`~/.hermes/scarf/session_project_map.json`). Click any listed session to resume it with project context automatically restored.
- **Agent actually knows what project it's in** — the architectural headline. Every project-scoped chat gets a Scarf-managed block auto-injected into the project's `AGENTS.md` before the session starts. Hermes reads AGENTS.md from the session's cwd at startup and picks up the block as part of its system prompt. Ask the agent *"what project am I in?"* and it answers with the project name, directory, template id + version, configuration field names, and registered cron jobs — pulled from the injected block. Secret-safe (field names only, never values), idempotent, bounded to `<!-- scarf-project:begin/end -->` markers so template-author content outside the block is preserved across refreshes.
- **Project indicator in Chat** — folder chip in `SessionInfoBar` and `Chat · <ProjectName>` in the nav title when you're in a project-scoped chat. Resumed sessions keep the indicator by looking up the attribution sidecar at resume time.
- **Tool Gateway — Nous Portal support** — Hermes v0.10.0 introduced subscription-routed tools (web search, image gen, TTS, browser automation). Scarf 2.3 merges Hermes's provider-overlay table into the model picker so **Nous Portal + 5 other previously-invisible providers** now appear, and ships a dedicated **Sign in to Nous Portal** sheet that runs the device-code flow end-to-end in-app — no terminal. Each of the 8 auxiliary sub-model tasks gets a per-task Nous toggle, a Tool Gateway card lands in Health, and Credential Pools' silent-fail dead-end for device-code providers is closed. Scarf's existing messaging-gateway section is renamed **Messaging Gateway** to disambiguate from the new Tool Gateway.
- **Window-layout cleanup** — switching to Chat or a Sessions tab no longer grows the window past the screen. `.windowResizability(.contentMinSize)` + targeted `idealHeight` caps keep the window's floor at a sensible content minimum while letting users freely drag larger or smaller.
See the full [v2.3.0 release notes](https://github.com/awizemann/scarf/releases/tag/v2.3.0) and the [Project Templates wiki page](https://github.com/awizemann/scarf/wiki/Project-Templates).
See the full [v2.3.0 release notes](https://github.com/awizemann/scarf/releases/tag/v2.3.0), the [Project Templates wiki page](https://github.com/awizemann/scarf/wiki/Project-Templates), and the [Hermes Version Compatibility page](https://github.com/awizemann/scarf/wiki/Hermes-Version-Compatibility) for the Tool Gateway's Hermes v0.10.0 requirement.
### Previously, in 2.2
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## What's New in 2.3.0
The projects sidebar stops being a flat list and becomes a workspace. Folders, rename + archive + search + keyboard jumps, a per-project Sessions tab with a one-click New Chat button, and — the big architectural piece — every project-scoped chat now automatically carries Scarf-managed context into the agent itself, so the agent knows what project it's operating in without any user prompting.
Two themes land together in this release. The projects sidebar stops being a flat list and becomes a workspace — folders, rename + archive + search + keyboard jumps, a per-project Sessions tab, and every project-scoped chat now automatically carries Scarf-managed context into the agent itself. And Scarf catches up to **Hermes v0.10.0's Tool Gateway**: paid Nous Portal subscribers can now route web search, image generation, TTS, and browser automation through their subscription without separate API keys — and they can sign in entirely from Scarf, no terminal needed.
### Projects sidebar grows up
@@ -81,22 +81,42 @@ Window now stays at a user-draggable size and persists across section switches.
- New view models: `ProjectSessionsViewModel` (per-project session list with attribution filter), `ChatViewModel` gains `currentProjectPath` + `currentProjectName`.
- `HermesFileWatcher` now watches the attribution sidecar — file-system events propagate through the VMs as they do for every other Scarf-written file.
- `ProjectsViewModel` gains `moveProject / renameProject / archiveProject / unarchiveProject / folders` — rename preserves selection; archive clears it; reorders driven by `localizedCaseInsensitiveCompare` for locale-aware ordering.
- **22 new Swift tests** across `ProjectRegistryMigrationTests`, `ProjectsViewModelTests`, `SessionAttributionServiceTests`, `ProjectAgentContextServiceTests`. Total: 93 tests.
- **Tool Gateway services.** `NousSubscriptionService` reads `~/.hermes/auth.json` to detect the subscription state. `NousAuthFlow` spawns `hermes auth add nous --no-browser` (with `PYTHONUNBUFFERED=1` so the device-code block surfaces immediately — Python block-buffers otherwise), parses the verification URL + user code with two line-anchored regexes, auto-opens the approval page via `NSWorkspace`, and confirms success by re-reading `auth.json`. `NousSignInSheet` drives the four-state UI (starting / waiting-for-approval / success / failure-with-billing-link). `CredentialPoolsOAuthGate` is the testable helper that routes providers to the right OAuth flow based on their overlay auth-type.
- **Catalog overlay merge.** `ModelCatalogService` gains a static `overlayOnlyProviders` table mirroring the 6 entries from `HERMES_OVERLAYS` in `hermes-agent/hermes_cli/providers.py`. `HermesProviderInfo` carries `isOverlay` and `subscriptionGated` flags so the picker can render them distinctly.
- **Config parsing.** `HermesConfig` gains `platformToolsets: [String: [String]]`; `HermesFileService` parses the `platform_toolsets.<platform>` block from `config.yaml` as written by `hermes setup tools`.
- **36 new Swift tests** across `ProjectRegistryMigrationTests`, `ProjectsViewModelTests`, `SessionAttributionServiceTests`, `ProjectAgentContextServiceTests` (22 for v2.3 projects work) + `ToolGatewayTests`, `NousAuthFlowParserTests`, `CredentialPoolsGatingTests` (14 for Tool Gateway). Total: 120 tests, all green against v2.3-projects + Tool Gateway combined.
### Icon tweak
App icon files renamed from iOS-template suffixes to macOS-native filenames + paired `Contents.json` update. Pure naming; no visual change at any rendered size.
### Tool Gateway — Nous Portal support
Hermes v0.10.0 introduced a **Tool Gateway**: paid [Nous Portal](https://portal.nousresearch.com) subscribers route web search (Firecrawl), image generation (FAL / FLUX 2 Pro), text-to-speech (OpenAI TTS), and browser automation (Browser Use) through their subscription. No separate API keys, no credential pool juggling. Scarf 2.3 surfaces the whole flow natively.
- **Nous Portal appears in the model picker.** Our picker used to read only the models.dev cache, which doesn't list Nous — so it was invisible. Scarf now merges Hermes's `HERMES_OVERLAYS` table on top of the cache, surfacing **six previously-hidden providers**: Nous Portal, OpenAI Codex, Qwen OAuth, Google Gemini CLI, GitHub Copilot ACP, and Arcee. Subscription-gated providers sort first, with a **Subscription** pill so they're visually distinct from BYO-key providers.
- **In-app sign-in.** Click *Sign in to Nous Portal* in the picker (or in the Auxiliary tab's fallback, or Credential Pools for the `nous` provider) and Scarf runs the device-code flow: opens the approval page in your browser, shows the device code in a large monospaced badge you can copy, and auto-detects success by re-reading `~/.hermes/auth.json`. No six-step terminal dance. Subscription-required failures surface a **Subscribe** button that opens the portal's billing page directly.
- **Per-task gateway routing.** The Auxiliary tab's 8 sub-model tasks (vision, web_extract, compression, session_search, skills_hub, approval, mcp, flush_memories) each gain a "Nous Portal" toggle. Enabling it flips `auxiliary.<task>.provider` to `nous` — Hermes derives gateway routing from that, no separate `use_gateway` key needed.
- **Health surface.** A new **Tool Gateway** card in Health shows subscription state, `platform_toolsets` wiring, and which aux tasks are currently routed through Nous.
- **Credential Pools dead-end fixed.** Before: selecting `nous` in the Add Credential sheet and clicking *Start OAuth* silently stalled (the PKCE URL regex never matched the device-code output). Now the sheet detects Nous and routes to the dedicated sign-in flow. For the other non-PKCE providers (OpenAI Codex, Qwen OAuth, Google Gemini CLI, GitHub Copilot ACP), the button disables with an inline hint pointing to `hermes auth add <provider>` — no more silent failures. PKCE providers (Anthropic, etc.) behave exactly as before.
- **Messaging Gateway rename.** Scarf's pre-existing "Gateway" section (Slack / Discord / inbound messaging) is renamed throughout to **Messaging Gateway** to disambiguate from the new Tool Gateway. Same feature, clearer name. Sidebar, dashboard card, menu-bar status, log-source filter, and Settings → Agent section header all updated. Internal enum cases and file paths (`gateway_state.json`, `gateway.log`) are unchanged.
If you don't use Hermes v0.10.0 or don't have a Nous subscription, nothing in your flow changes — the Tool Gateway surface only activates when it's relevant. Sign-in state reads `~/.hermes/auth.json` in read-only mode; Scarf never writes to the credential file.
### Migrating from 2.2.x
Sparkle will offer the update automatically. No config migration needed. Existing template installs are untouched — the v2.3 additions (folders, archive, sidecar) are purely additive; a v2.2.1 projects.json loads cleanly.
If you had any chat sessions attributed to projects in a pre-release v2.3 build, the forward-only attribution model means those sidecar entries surface correctly in the new Sessions tab on first launch.
**Hermes version.** The Tool Gateway features target [Hermes v0.10.0](https://github.com/NousResearch/hermes-agent/releases/tag/v2026.4.16) or newer. If you're on v0.9.0 the rest of Scarf 2.3 works, but Nous Portal won't appear in the picker (it's sourced from `HERMES_OVERLAYS` in v0.10.0+) and the Tool Gateway card won't have subscription data to show. Updating Hermes is `pipx upgrade hermes-agent` or the equivalent for your install method.
### Documentation
- **[Project Templates wiki page](https://github.com/awizemann/scarf/wiki/Project-Templates)** — gained a "How the agent sees the project" section covering the AGENTS.md injection pattern.
- **Root `CLAUDE.md`** — new subsection "Project-scoped chat + Scarf-managed AGENTS.md context (v2.3)" under Project Templates, covering the sidecar, the marker contract, invariants, and the template-author contract.
- **[Hermes Version Compatibility](https://github.com/awizemann/scarf/wiki/Hermes-Version-Compatibility)** — bumped recommended minimum to v0.10.0, new subsection covering Tool Gateway feature gating.
- **[Core Services](https://github.com/awizemann/scarf/wiki/Core-Services)** — new rows for `NousSubscriptionService` and `NousAuthFlow`, updated `ModelCatalogService` entry noting overlay merge.
- **Root `CLAUDE.md`** — new subsection "Project-scoped chat + Scarf-managed AGENTS.md context (v2.3)" under Project Templates, plus the Tool Gateway subsection under Hermes Version covering the overlay table and per-task gateway contract.
- **`scarf-template-author` skill** — pitfall bullet added so future scaffolding agents preserve the marker region when authoring new templates.
### Thanks