Files
Alan Wizemann 13f89e309b docs(claude-md): correct Hermes v0.12 surface drift after review fixes
CLAUDE.md was rewritten in 3d85b91 to describe the new v0.12 surfaces
but several claims drifted from what actually shipped (or have since
walked back during the review-fix pass):

- Curator iOS panel was described as "read-only"; it ships Run Now /
  Pause / Resume actions and inline pin toggles.
- Curator path symbols were named `curatorReportJSON` / `curatorReportMD`;
  the actual additions to `HermesPathSet` are `curatorLogsDir` and
  `curatorStateFile`, with the per-cycle `run.json` / `REPORT.md`
  resolved at runtime via the state file's `last_report_path`.
- The `flush_memories` bullet claimed Scarf had dropped the field; it's
  preserved on pre-v0.12 hosts via `hasFlushMemoriesAux` (restored in
  commit 33022ae).
- The cron `--workdir` bullet didn't mention the capability gating that
  landed in commit 4a2ef74, nor the empty-string clear gesture from
  commit 46cec81.
- The v0.12 surface list omitted the iOS Phase H catch-up
  (Webhooks/Plugins/Profiles read-only tabs + HermesVersionBanner)
  shipped in commit 799332f.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 14:15:34 +02:00

270 lines
32 KiB
Markdown

# Scarf — macOS GUI for the Hermes AI Agent
## Project Structure
```
scarf/scarf/ Xcode project root (PBXFileSystemSynchronizedRootGroup — auto-discovers files)
scarf/ Main app target source
Core/Services/ HermesDataService, HermesFileService, HermesLogService, ACPClient, HermesFileWatcher
Core/Models/ Plain structs: HermesSession, HermesMessage, HermesConfig, etc.
Features/ MVVM-F feature modules (Dashboard, Sessions, Activity, Chat, Memory, Skills, Cron, Logs, Settings)
Navigation/ AppCoordinator, SidebarView
docs/ PRD, Architecture, Discovery notes
standards/ Copied development standards (read-only reference)
```
## Architecture Rules
- **MVVM-F**: Features never import sibling features. Cross-feature goes through services.
- **AppCoordinator**: Single `@Observable` coordinator for all navigation state, injected via `.environment()`.
- **No external dependencies**: System SQLite3, Foundation JSON, AttributedString markdown.
- **Read-only DB access**: Never write to `~/.hermes/state.db`. Only write to memory files and cron jobs.
- **Sandbox disabled**: App reads `~/.hermes/` directly.
- **Swift 6 concurrency**: `@MainActor` default. Services use `nonisolated` + async/await.
## Design System (ScarfDesign)
All app UI uses the typed token bundle in [scarf/Packages/ScarfDesign/](scarf/Packages/ScarfDesign/) — both the `scarf` and `scarf mobile` targets `import ScarfDesign`. Reach for these tokens before inventing new colors, fonts, or spacings.
- **Colors**: `ScarfColor.accent`, `.foregroundPrimary/Muted/Faint`, `.backgroundPrimary/Secondary/Tertiary`, `.border/.borderStrong`, `.success/.danger/.warning/.info`, `.Tool.bash/edit/search/web/think`. All resolve from `ScarfBrand.xcassets` and adapt light/dark automatically.
- **Typography**: `.scarfStyle(.title2)`, `.scarfStyle(.body)`, `.scarfStyle(.captionUppercase)`, etc. Use these instead of `.font(.system(...))`. Eleven preset styles cover the type scale.
- **Spacing / radius / shadow**: `ScarfSpace.s1...s10` (4/8/12/16/20/24/32/40), `ScarfRadius.sm/md/lg/xl/xxl/pill`, `.scarfShadow(.sm/.md/.lg/.xl)`. Hardcoded `.padding(12)` or `cornerRadius: 8` is a code smell — convert.
- **Components**: `ScarfPageHeader("Title", subtitle: "...") { trailing }`, `ScarfCard { ... }`, `ScarfBadge("text", kind: .success)`, `ScarfTextField`, `ScarfSectionHeader`, `ScarfDivider`, `ScarfPrimaryButton/SecondaryButton/GhostButton/DestructiveButton` (apply with `.buttonStyle(...)`).
- **App icon + accent**: `Assets.xcassets/AppIcon.appiconset/` is the rust set; `Assets.xcassets/AccentColor.colorset` resolves `Color.accentColor` to rust so any unmigrated SwiftUI control still tints correctly.
- **Reference**: full screen mockups live at `design/static-site/ui-kit/*.jsx` (open `design/static-site/index.html` in a browser). The `ScarfChatView.ChatRootView` reference component in the package is a 3-pane chat redesign target — usable for previews but not yet swapped into the live chat (the existing `RichChatView` machinery still owns the real ACP pipeline).
- **Don't**: introduce purple/violet tones (we shifted to rust); use yellow `#F0AD4E` for success (that's `.warning``.success` is green); bypass the type scale with `.font(.system(size: 13.5))`; ship terminal/syntax-highlight palettes through ScarfColor (those are content semantics, keep them inline).
### iOS Dynamic Type policy
iOS users can scale text via Settings → Accessibility → Display & Text Size. ScarfFont uses fixed point sizes; adopting it blanket on iOS would regress accessibility on `.accessibility2` / `.xSmall` users. iOS-specific rule:
- **Use `ScarfFont` only for**: status badges, chip labels, intentional-display elements (e.g., onboarding step titles, header chrome that's meant to be a fixed visual size).
- **Keep `.font(.headline)` / `.body` / `.caption` semantic tokens for**: list-row primary + secondary text, body copy, error messages, chat content — anything the user reads.
Decision tree per text element: "is this read for content?" → semantic token. "Is this chrome / a label / a badge?" → ScarfFont.
Mac doesn't have this constraint and adopts ScarfFont everywhere. The iOS app already clamps Dynamic Type at the scene root (`ScarfIOSApp.swift`: `.dynamicTypeSize(.xSmall ... .accessibility2)`) — keep that.
### iOS page chrome
Don't retrofit `ScarfPageHeader` over iOS tab roots. iOS uses `.navigationTitle(...)` + `.navigationBarTitleDisplayMode(.large)` as its native page-header pattern; stacking ScarfPageHeader on top creates double titles. Use ScarfPageHeader only on iOS sub-views without a native large-title bar (rare).
iOS button styling: only swap `.borderedProminent``ScarfPrimaryButton`. **Leave `.bordered` native** — it's the iOS convention and inherits rust through `AccentColor.colorset` automatically. Same for `.plain` (used as compact tap targets in lists).
## Key Paths
- Hermes home: `~/.hermes/`
- SQLite DB: `~/.hermes/state.db` (WAL mode, read-only)
- Config: `~/.hermes/config.yaml`
- Memory: `~/.hermes/memories/MEMORY.md`, `~/.hermes/memories/USER.md`
- Sessions: `~/.hermes/sessions/session_*.json`
- Cron: `~/.hermes/cron/jobs.json`
- Logs: `~/.hermes/logs/errors.log`, `~/.hermes/logs/gateway.log`
- ACP: `hermes acp` subprocess (stdio JSON-RPC)
## Build
```bash
xcodebuild -project scarf/scarf.xcodeproj -scheme scarf -configuration Debug build
```
## Releases
Shipped via a single local script. **Never run manual `xcodebuild archive` / `notarytool` / `gh release create` steps — use the script so nothing is skipped or misordered.**
```bash
./scripts/release.sh <version> # full release: notarize → appcast → gh-pages → tag
./scripts/release.sh <version> --draft # draft: everything builds + notarizes, but appcast/tag are skipped
```
The script bumps version, archives Universal (arm64 + x86_64) + ARM64-only variants, signs with Developer ID, notarizes via `xcrun notarytool` (keychain profile `scarf-notary`), staples, EdDSA-signs the appcast entry with Sparkle's key, pushes the appcast to `gh-pages`, and creates a GitHub release with both zips attached. Draft mode stops after the release is uploaded so the current version stays "latest" until explicitly promoted.
**Release notes convention:** write them to `releases/v<version>/RELEASE_NOTES.md` BEFORE running the script — it's auto-included in the version-bump commit and used as the GitHub release body. If absent, a placeholder is used.
**Canonical prompts (any of these trigger the flow):**
- "Release v1.6.2" — full release
- "Release v1.6.2 as draft" — draft mode
- "Prepare v1.6.2 release notes from recent commits, then release" — generate notes first, then run
**Prerequisites (one-time, already set up on Alan's machine):** Developer ID Application cert in login Keychain (team `3Q6X2L86C4`), notarytool keychain profile `scarf-notary`, Sparkle EdDSA private key in Keychain item `https://sparkle-project.org`, `gh-pages` branch + GitHub Pages enabled. See the header of [scripts/release.sh](scripts/release.sh) and the Releases section in [README.md](README.md) for details.
## Wiki
Public documentation lives in the GitHub wiki at https://github.com/awizemann/scarf/wiki. The wiki is a separate git repo cloned to `.wiki-worktree/` in the repo root (gitignored, sibling to `.gh-pages-worktree/`). Internal dev notes stay in `scarf/docs/`; the wiki is for public-facing reference.
**Update the wiki when:**
- A new feature module is added under `scarf/scarf/scarf/Features/` → extend the relevant User Guide page.
- A new core service is added under `Core/Services/` → extend `Core-Services.md`.
- Architecture changes (AppCoordinator, transport, MVVM-F rule, sandbox) → `Architecture-Overview.md` + the specific sub-page.
- Hermes version bumps in this file → `Hermes-Version-Compatibility.md`.
- `scripts/release.sh` completes a full (non-draft) release → bump latest-version on `Home.md` + append to `Release-Notes-Index.md`.
- Keyboard shortcut or sidebar section changes → `Keyboard-Shortcuts.md` / `Sidebar-and-Navigation.md`.
**Skip for:** bug fixes with no user-observable change, pure refactors, typos, test-only changes, internal cleanups.
```bash
./scripts/wiki.sh pull # always first
# edit .wiki-worktree/*.md with normal tools
./scripts/wiki.sh commit "docs: describe X" # runs secret-scan
./scripts/wiki.sh push # runs secret-scan again, then push
```
**Never** commit API keys, tokens, `.env` files, private keys, or real hostnames/IPs to the wiki. The script's two-pass secret-scan blocks common token patterns and a user-maintained blocklist at `scripts/wiki-blocklist.txt` (gitignored). Do not bypass without explicit approval. Full workflow on the wiki itself at `.wiki-worktree/Wiki-Maintenance.md`.
## Hermes Version
Targets Hermes v2026.4.30 (v0.12.0). Log lines may carry an optional `[session_id]` tag between the level and logger name — `HermesLogService.parseLine` treats the session tag as an optional capture group, so older untagged lines still parse.
**Capability gating.** Scarf detects the target's Hermes version once per server connection via [HermesCapabilities](scarf/Packages/ScarfCore/Sources/ScarfCore/Services/HermesCapabilities.swift) (`hermes --version` → semver + `YYYY.M.D` parse). The resulting `HermesCapabilitiesStore` is injected on `ContextBoundRoot` (Mac) and `ScarfGoTabRoot` (iOS) via `.environment(_:)` and `.hermesCapabilities(_:)`; UI that depends on a v0.12+ surface (Curator, Kanban, ACP image input, `auxiliary.curator`, `prompt_caching.cache_ttl`, Piper TTS, Vercel terminal) reads it through the typed environment key. Pre-v0.12 hosts gracefully hide the new affordances rather than throwing on unknown CLI subcommands. Add a new flag at the top of `HermesCapabilities` whenever Scarf gains a release-gated UI surface.
**v2026.4.30 (v0.12.0)** added (Scarf-relevant subset):
- **Autonomous Curator** — `hermes curator` self-prunes / -consolidates the skill library on a 7-day cycle. Reports land at `~/.hermes/logs/curator/run.json` + `REPORT.md`; paths exposed via `HermesPathSet.curatorLogsDir` (`logs/curator`) + `curatorStateFile` (`skills/.curator_state`), with the per-cycle `run.json` / `REPORT.md` resolved at runtime from the `last_report_path` field on the state file. Surfaced in Scarf as a dedicated "Curator" sidebar item under Interact (between Memory and Skills) on Mac, plus a read-mostly iOS panel with Run Now / Pause / Resume actions and inline pin toggles; both gated on `HermesCapabilities.hasCurator`.
- **5 new inference providers** — GMI Cloud, Azure AI Foundry, LM Studio (upgraded to first-class), MiniMax OAuth, Tencent Tokenhub. Mirrored in `ModelCatalogService.overlayOnlyProviders`; the model picker reaches all of them automatically.
- **`flush_memories` aux task removed (server side)** — `auxiliary.flush_memories` is gone from v0.12 Hermes config but remains alive on pre-v0.12 hosts. Scarf preserves `AuxiliarySettings.flushMemories: AuxiliaryModel`, the YAML reader still emits an `aux("flush_memories")` row, and `AuxiliaryTab` only renders the row when `HermesCapabilities.hasFlushMemoriesAux` is `true` (inverse semantics — pre-v0.12 only). v0.12 users never see the row; v0.11 users keep their edit surface.
- **`auxiliary.curator` aux task added** — Curator's review model is configurable independently of the main model. Surfaced in `Settings → Auxiliary` next to the other aux rows.
- **Multimodal ACP `session/prompt`** — ACP advertises and forwards image content blocks. Scarf chat composers (Mac drag/drop + paste; iOS PhotosPicker) attach images that flow through `ACPClient.sendPrompt(sessionId:text:images:)` as `[{"type":"text","text":...}, {"type":"image","data":"<base64>","mimeType":"image/jpeg"}]` — wire shape matches `acp.schema.ImageContentBlock`. `ImageEncoder` downsamples to 1568px long-edge JPEG q=0.85 detached (never blocks MainActor). Gated on `HermesCapabilities.hasACPImagePrompts`.
- **CLI additions:** `hermes -z <prompt>` (non-interactive one-shot), `hermes update --check` (preflight), `hermes fallback` (manage fallback providers), `hermes curator` (status / run / pause / resume / pin / unpin / restore), `hermes kanban` (full task-board CLI; multi-profile collab was reverted upstream so Scarf ships a read-only Kanban view only). All capability-gated.
- **Skills surface:** `hermes skills install <https-url>` direct-URL install (SkillsView "Install from URL…" toolbar button), reload via `hermes skills audit` (Skills "Reload" button — equivalent to the `/reload-skills` slash command for non-ACP contexts), enabled/disabled state read from `skills.disabled` in config.yaml (rendered as strikethrough + "OFF" pill), Curator pin badge from `~/.hermes/skills/.curator_state` (rendered as a pin glyph). The disable-toggle write path is deferred to v2.7 — Hermes only exposes `hermes skills config` as an interactive verb, and Scarf prefers reading accurately to risking a clobbered list.
- **Two new gateway platforms:** Microsoft Teams (19th, plugin-shipped) + Tencent 元宝 / Yuanbao (18th, native). Surfaced in the Mac Platforms tab.
- **Cron upgrades:** per-job `--workdir <abs-path>` (project-aware cwd that pulls AGENTS.md / CLAUDE.md / .cursorrules) is exposed in the editor sheet, gated on `HermesCapabilities.hasCronWorkdir` so pre-v0.12 hosts don't see the field (and a defensive override in `CronView` strips the value before calling `createJob`/`updateJob` even if it was hydrated from a pre-existing job). Pass an empty string on edit to clear an existing workdir, mirroring the `--script` shape. Hermes also added a `context_from` field for chaining cron outputs but only via YAML so far — Scarf reads it (HermesCronJob.contextFrom) but doesn't write it.
- **Settings deltas:** `prompt_caching.cache_ttl` (5m/1h picker), `redaction.enabled` toggle (off-by-default in v0.12 — toggle restores it), `agent.runtime_metadata_footer` toggle, Piper added to TTS provider list, `vercel` added to terminal backend list.
- **Bundled plugins:** Spotify, Google Meet, Langfuse observability, hermes-achievements (visible in Plugins tab).
- **iOS catch-up (Phase H):** read-only Webhooks / Plugins / Profiles tabs (`Scarf iOS/Webhooks/WebhooksView.swift`, `Plugins/PluginsView.swift`, `Profiles/ProfilesView.swift`) parity-match the Mac surfaces but skip mutating CLI verbs. `Scarf iOS/Components/HermesVersionBanner.swift` nudges pre-v0.12 hosts to upgrade (renders only when the connected target is below v0.12).
- **`hermes memory` providers:** honcho, openviking, mem0, hindsight, holographic, retaindb, byterover. `Settings → Memory` lists all providers in the picker; the existing "Run `hermes memory setup` in Terminal" hint stays — `hermes memory setup` is interactive (asks for tokens) so an in-app shellout would surface a frozen UI.
- **Schema is unchanged from v0.11** — same state.db columns (`messages.reasoning_content`, `sessions.api_call_count` introduced in v0.11 remain). No migration needed.
**v2026.4.23 (v0.11.0)** added (historical context, still consumed by Scarf when running against a pre-v0.12 host):
- `/steer <prompt>` — non-interruptive mid-run guidance slash command. Surfaced in Scarf chat menus via `RichChatViewModel.nonInterruptiveCommands`; `ChatViewModel.sendViaACP` (Mac) and `ChatController.send` (iOS) skip the "Agent working…" status flip and show a transient toast instead.
- New CLI subcommands: `hermes plugins` / `profile` / `webhook` / `insights` / `logs` / `memory reset` / `completion` / `dashboard`. Scarf v2.5 adopts **`hermes memory reset`** (toolbar button on MemoryView with destructive confirmation). The other CLIs are documented here for v2.6 — Scarf still reads `~/.hermes/plugins/`, `~/.hermes/profiles/` etc directly today; switching those paths to the canonical CLI is a forward-compatible change to make when bandwidth permits.
- New state.db columns: `messages.reasoning_content` + `sessions.api_call_count`. `HermesDataService.detectSchema` flips `hasV011Schema` only when both are present (partial migrations stay on v0.7 path). Surfaced as the "API" chip on session rows + a network-icon counter in DashboardView. `HermesMessage.preferredReasoning` picks the newer column when both reasoning channels are populated.
- New skills: `design-md` (Google's DESIGN.md authoring; needs `npx`/Node 18+ on host — checked via `SkillPrereqService` and surfaced as a yellow banner) and `spotify` (OAuth via `hermes auth spotify` — driven by `SpotifyAuthFlow` + `SpotifySignInSheet`, mirroring v2.3 Nous Portal pattern).
- Updated skills: `research-paper-writing` 1.1.0 (+SciencePlots dep), `segment-anything-model` (expanded docs), `google-workspace` (gws CLI prefer + granular OAuth scopes), `hermes-agent` (in-tree).
- SKILL.md frontmatter gains `allowed_tools` / `related_skills` / `dependencies` lists. `HermesSkill` carries them as optional fields; `SkillsView` (Mac) + `SkillDetailView` (iOS) render them as chip rows when populated.
v0.10.0 introduced the **Tool Gateway** — paid Nous Portal subscribers route web search, image generation, TTS, and browser automation through their subscription without separate API keys. In Scarf:
- **Provider picker** ([ModelCatalogService.swift](scarf/scarf/Core/Services/ModelCatalogService.swift)) merges Hermes's `HERMES_OVERLAYS` so Nous Portal and other overlay-only providers (OpenAI Codex, Qwen OAuth, Google Gemini CLI, GitHub Copilot ACP, Arcee) appear alongside the models.dev catalog. Subscription-gated providers sort first and render a "Subscription" pill.
- **Subscription detection** ([NousSubscriptionService.swift](scarf/scarf/Core/Services/NousSubscriptionService.swift)) reads `~/.hermes/auth.json``providers.nous`. Read-only; Hermes owns the write path.
- **Per-task routing** (Auxiliary tab) toggles `auxiliary.<task>.provider` between `nous` and `auto`. Hermes derives gateway routing from provider selection — there is no separate `use_gateway` key.
- **Health surface** ([HealthViewModel.swift](scarf/scarf/Features/Health/ViewModels/HealthViewModel.swift)) adds a synthetic "Tool Gateway" section showing subscription state + `platform_toolsets` mappings + which aux tasks are routed through Nous.
- **Scarf's existing `Gateway` feature is renamed to "Messaging Gateway"** everywhere user-facing to disambiguate from the new Tool Gateway. The `SidebarSection.gateway` enum case and `gateway_state.json` / `gateway.log` paths are unchanged (not user-facing strings).
**Keep `ModelCatalogService.overlayOnlyProviders` in sync** with `HERMES_OVERLAYS` in `~/.hermes/hermes-agent/hermes_cli/providers.py`. When Hermes adds a new overlay-only provider, mirror the entry (display name, base URL, auth type, subscription-gated flag, doc URL) or the picker won't reach it.
## Project Templates
Scarf ships a `.scarftemplate` format (v1 as of 2.2.0) for sharing pre-packaged projects across users and machines. A bundle is a zip containing:
- `template.json` — manifest (id, name, version, `contents` claim)
- `README.md` — shown in the install preview sheet
- `AGENTS.md` — required; the [Linux Foundation cross-agent instructions standard](https://agents.md/) — every template is agent-portable out of the box
- `dashboard.json` — copied to `<project>/.scarf/dashboard.json`
- `instructions/…` — optional per-agent shims (`CLAUDE.md`, `GEMINI.md`, `.cursorrules`, `.github/copilot-instructions.md`)
- `skills/<name>/…` — optional; installed to `~/.hermes/skills/templates/<slug>/` (namespaced so uninstall is `rm -rf` on one folder)
- `cron/jobs.json` — optional; registered via `hermes cron create` with a `[tmpl:<id>] …` name prefix and immediately paused
- `memory/append.md` — optional; appended to `~/.hermes/memories/MEMORY.md` between `<!-- scarf-template:<id>:begin/end -->` markers
Key services: [ProjectTemplateService.swift](scarf/scarf/Core/Services/ProjectTemplateService.swift) (inspect + validate + plan), [ProjectTemplateInstaller.swift](scarf/scarf/Core/Services/ProjectTemplateInstaller.swift) (execute a plan), [ProjectTemplateExporter.swift](scarf/scarf/Core/Services/ProjectTemplateExporter.swift) (build a bundle from a project), [ProjectTemplateUninstaller.swift](scarf/scarf/Core/Services/ProjectTemplateUninstaller.swift) (reverse an install using the lock file). UI in [Features/Templates/](scarf/scarf/Features/Templates/). The `scarf://install?url=<https URL>` deep link + `file://` URLs for `.scarftemplate` files are handled by [TemplateURLRouter.swift](scarf/scarf/Core/Services/TemplateURLRouter.swift) and `onOpenURL` in `scarfApp.swift`. A `<project>/.scarf/template.lock.json` uninstall manifest is written after every install and drives the uninstall flow.
**Uninstall semantics:** driven by the lock file. Only files listed in `lock.projectFiles` are removed from the project dir; user-added files (e.g. a `sites.txt` created on first run) are preserved. If every file in the dir was installed by the template, the dir is removed too; otherwise the dir stays with just the user's files. Skills namespace is always removed wholesale (it's isolated). Cron jobs are removed via `hermes cron remove <id>` after resolving each lock-recorded name. Memory block is stripped between the `begin`/`end` markers, leaving the rest of MEMORY.md intact. No "undo" — uninstall is destructive; to re-install, run the install flow again. Uninstall UI lives on the project-list context menu and the dashboard header (only shown when the selected project has a lock file).
**Never** let a template write to `config.yaml`, `auth.json`, sessions, or any credential path — the v1 installer refuses. If you extend the format, treat the preview sheet as load-bearing: the user's only trust boundary is that the sheet is honest about everything that's about to be written.
### Template configuration (v2.3, schemaVersion 2)
Templates can declare a typed configuration schema in `template.json`'s new `config` block. The installer renders a **Configure** step between the parent-directory pick and the preview sheet; values land at `<project>/.scarf/config.json` (non-secret) and in the login Keychain (secret). A post-install **Configuration** button on the dashboard header (shown when `<project>/.scarf/manifest.json` exists) opens the same form pre-filled for editing.
Manifest shape:
```json
{
"schemaVersion": 2,
"contents": { "dashboard": true, "agentsMd": true, "config": 2 },
"config": {
"schema": [
{"key": "site_url", "type": "string", "label": "Site URL", "required": true},
{"key": "api_token", "type": "secret", "label": "API Token", "required": true}
],
"modelRecommendation": {
"preferred": "claude-sonnet-4.5",
"rationale": "Tool-heavy workload — reasoning helps."
}
}
}
```
Supported field types: `string`, `text`, `number`, `bool`, `enum` (with `options: [{value, label}]`), `list` (itemType `"string"` only in v1), `secret`. Type-specific constraints (`pattern`, `min`/`max`, `minLength`/`maxLength`, `minItems`/`maxItems`) are optional. `secret` fields **must not** declare a `default` — the validator refuses.
Key services: [TemplateConfig.swift](scarf/scarf/Core/Models/TemplateConfig.swift) (schema + value models + Keychain ref helpers), [ProjectConfigKeychain.swift](scarf/scarf/Core/Services/ProjectConfigKeychain.swift) (thin `SecItemAdd`/`Copy`/`Delete` wrapper; the only Keychain user in Scarf today), [ProjectConfigService.swift](scarf/scarf/Core/Services/ProjectConfigService.swift) (load/save config.json, resolve secrets, cache manifest, validate schema + values). UI in [Features/Templates/ViewModels/TemplateConfigViewModel.swift](scarf/scarf/Features/Templates/ViewModels/TemplateConfigViewModel.swift) + [Features/Templates/Views/TemplateConfigSheet.swift](scarf/scarf/Features/Templates/Views/TemplateConfigSheet.swift).
**Secret storage.** Keychain service name is `com.scarf.template.<slug>`, account is `<fieldKey>:<project-path-hash-short>`. The path-hash suffix means two installs of the same template in different dirs don't collide on Keychain entries. Values in `config.json` are `"keychain://service/account"` URIs — never plaintext. The bytes hit the Keychain only on form commit, so cancelling never leaves orphan entries.
**Uninstall.** `TemplateLock` v2 gains `config_keychain_items` and `config_fields` arrays. The uninstaller iterates each URI through `SecItemDelete` before removing the lock file. Absent items (user hand-cleaned) are no-ops.
**Exporter.** Carries the *schema* from `<project>/.scarf/manifest.json` through into exported bundles, never values. Exporting never leaks anyone's secrets. `schemaVersion` bumps to 2 only when a schema is forwarded; schema-less exports stay at 1.
**Catalog site.** [tools/build-catalog.py](tools/build-catalog.py) mirrors the Swift schema validator. Each v2 template's `template.json` is copied into `.gh-pages-worktree/templates/<slug>/manifest.json` and the site's `widgets.js` calls `ScarfWidgets.renderConfigSchema` to display the schema on the detail page (display-only — the form lives in-app).
**Schema is Swift-primary.** If `TemplateConfigField.FieldType` gains a new case, update in order: `TemplateConfig.swift` (model + validation), `tools/build-catalog.py` (`SUPPORTED_CONFIG_FIELD_TYPES` + type-specific rules), `widgets.js` (`summariseConstraint`), `TemplateConfigSheet.swift` (new control subview), tests on both sides. Schema drift between validator + installer is the kind of bug users only notice after shipping.
### Project-scoped chat + Scarf-managed AGENTS.md context (v2.3)
v2.3 adds a per-project Sessions tab and a "New Chat" button that spawns `hermes acp` with `cwd = project.path`. Session-to-project attribution is persisted in a Scarf-owned sidecar at `~/.hermes/scarf/session_project_map.json` — the ACP wire protocol has no project-metadata hook (extra params are silently dropped), and `state.db` has no cwd column, so the sidecar is Scarf's source of truth for "which project does this session belong to?" Managed by [SessionAttributionService.swift](scarf/scarf/Core/Services/SessionAttributionService.swift); read by the per-project [ProjectSessionsView.swift](scarf/scarf/Features/Projects/Views/ProjectSessionsView.swift).
**Giving the agent project awareness.** Hermes auto-reads a context file from the session's cwd at startup — priority order `.hermes.md``HERMES.md``AGENTS.md``CLAUDE.md``.cursorrules`, first match wins, 20KB cap. We lean on that by writing a Scarf-managed block into `<project>/AGENTS.md` before opening the session. Service: [ProjectAgentContextService.swift](scarf/scarf/Core/Services/ProjectAgentContextService.swift). Block shape:
```
<!-- scarf-project:begin -->
## Scarf project context
_Auto-generated by Scarf — do not edit between the begin/end markers._
You are operating inside a Scarf project named **"<Project Name>"**. …
- **Project directory:** `<absolute path>`
- **Dashboard:** `<path>/.scarf/dashboard.json`
- **Template:** `<author/id>` v<version> <!-- template-installed only -->
- **Configuration fields:** `field_a`, `field_b (secret — name only, value stored in Keychain)`
- **Registered cron jobs:** `[tmpl:<id>] <name>` — schedule …, currently paused|enabled
- **Uninstall manifest:** `<path>/.scarf/template.lock.json` <!-- when present -->
Any content below this block is template- or user-authored; preserve and defer to it.
<!-- scarf-project:end -->
```
**Invariants.**
- **Secret-safe.** Block surfaces field NAMES, never VALUES. A project with a Keychain-stored secret shows `api_token (secret — name only, …)`; the Keychain ref URI and any plaintext value never appear. Auditable by `refreshListsFieldNamesNotValues` in `ProjectAgentContextServiceTests`.
- **Idempotent.** Two refreshes with unchanged state produce byte-identical output. The write is skipped entirely when no delta, avoiding file-watcher churn.
- **Bounded.** Everything outside the markers is preserved on every refresh. Template-author AGENTS.md content lives safely below the block.
- **Non-fatal.** `ChatViewModel.startACPSession` calls refresh with `try?` + log — a failed write doesn't block the chat from starting; worst case is the session loses project awareness.
- **Refresh timing.** Called BEFORE `client.start()` so the block lands before Hermes's session-boot context scan. Skipping this ordering = the agent sees stale context from the previous refresh (or nothing, on fresh projects).
**Template-author contract.** A template shipped via the catalog should include an `AGENTS.md` with the template's operational instructions. Authors leave the `<!-- scarf-project -->` region alone — Scarf populates it at chat-start time. Everything below is template-owned and preserved.
**Known caveat.** If any parent directory of the project contains `.hermes.md` or `HERMES.md`, those shadow the project's `AGENTS.md` (higher in Hermes's priority order). No fix in v2.3 — deferred to v2.4 pending user input on how to handle authored `.hermes.md` files.
## Template Catalog
Shipped community templates live at `templates/<author>/<name>/` (one level down — `templates/CONTRIBUTING.md` explains the submission flow for authors). The catalog site is generated from this directory and served at `awizemann.github.io/scarf/templates/` alongside the Sparkle appcast — the two coexist on the `gh-pages` branch but touch completely disjoint paths.
Pipeline:
- **Validator + regenerator:** [tools/build-catalog.py](tools/build-catalog.py) is stdlib-only Python (3.9+). It walks `templates/*/*/`, validates every `.scarftemplate` against its manifest claim (mirrors the Swift `ProjectTemplateService.verifyClaims` invariants), enforces a 5 MB bundle-size cap, scans for high-confidence secret patterns, checks `staging/` matches the built bundle byte-for-byte, and emits `templates/catalog.json`. Tested by [tools/test_build_catalog.py](tools/test_build_catalog.py) — 16 tests covering every validation path.
- **Wrapper:** [scripts/catalog.sh](scripts/catalog.sh) mirrors the `scripts/wiki.sh` shape with `check / build / preview / serve / publish` subcommands. `publish` runs a second-pass secret-scan against the rendered site before committing + pushing `gh-pages`.
- **Site source:** `site/index.html.tmpl` + `site/template.html.tmpl` are `{{TOKEN}}`-substitution templates. `site/widgets.js` (~300 lines of vanilla JS) is the dogfood — renders a `ProjectDashboard` JSON into HTML using the same widget vocabulary the Swift app uses, so each template's detail page shows a live preview of its post-install dashboard.
- **Install-URL hosting:** raw-served from `main` at `https://raw.githubusercontent.com/awizemann/scarf/main/templates/<author>/<name>/<name>.scarftemplate`. No per-template Releases ceremony.
- **CI gate:** [.github/workflows/validate-template-pr.yml](.github/workflows/validate-template-pr.yml) runs the Python validator + its own test suite on every PR that touches `templates/`, the validator, or its tests. Failures post a comment on the PR with the last 3 KB of the validator log.
Maintainer workflow on merge to main:
```bash
./scripts/catalog.sh build # regenerate templates/catalog.json + .gh-pages-worktree/templates/
./scripts/catalog.sh publish # secret-scan rendered output + commit + push gh-pages
```
Same cadence as `scripts/release.sh` (manual, auditable, no auto-deploy). Runs stay isolated: release.sh only touches `appcast.xml` on gh-pages; catalog.sh only touches `templates/` on gh-pages. Never push catalog output on a release cadence or vice versa.
**Schema is Swift-primary.** When `ProjectDashboardWidget.type` gains a new case or `ProjectTemplateManifest` adds a field, update Swift first, then mirror into `tools/build-catalog.py` (`SUPPORTED_WIDGET_TYPES`, `_validate_manifest`, `_validate_contents_claim`) so the web validator stays honest. The Python test suite's real-bundle test catches drift on the example template but not on the full widget vocabulary — add a synthetic fixture to `test_build_catalog.py` for any new widget type.