feat(auth): same-provider credential pools with rotation, custom endpoint support, and interactive CLI (#2647)
* feat(auth): add same-provider credential pools and rotation UX Add same-provider credential pooling so Hermes can rotate across multiple credentials for a single provider, recover from exhausted credentials without jumping providers immediately, and configure that behavior directly in hermes setup. - agent/credential_pool.py: persisted per-provider credential pools - hermes auth add/list/remove/reset CLI commands - 429/402/401 recovery with pool rotation in run_agent.py - Setup wizard integration for pool strategy configuration - Auto-seeding from env vars and existing OAuth state Co-authored-by: kshitijk4poor <82637225+kshitijk4poor@users.noreply.github.com> Salvaged from PR #2647 * fix(tests): prevent pool auto-seeding from host env in credential pool tests Tests for non-pool Anthropic paths and auth remove were failing when host env vars (ANTHROPIC_API_KEY) or file-backed OAuth credentials were present. The pool auto-seeding picked these up, causing unexpected pool entries in tests. - Mock _select_pool_entry in auxiliary_client OAuth flag tests - Clear Anthropic env vars and mock _seed_from_singletons in auth remove test * feat(auth): add thread safety, least_used strategy, and request counting - Add threading.Lock to CredentialPool for gateway thread safety (concurrent requests from multiple gateway sessions could race on pool state mutations without this) - Add 'least_used' rotation strategy that selects the credential with the lowest request_count, distributing load more evenly - Add request_count field to PooledCredential for usage tracking - Add mark_used() method to increment per-credential request counts - Wrap select(), mark_exhausted_and_rotate(), and try_refresh_current() with lock acquisition - Add tests: least_used selection, mark_used counting, concurrent thread safety (4 threads × 20 selects with no corruption) * feat(auth): add interactive mode for bare 'hermes auth' command When 'hermes auth' is called without a subcommand, it now launches an interactive wizard that: 1. Shows full credential pool status across all providers 2. Offers a menu: add, remove, reset cooldowns, set strategy 3. For OAuth-capable providers (anthropic, nous, openai-codex), the add flow explicitly asks 'API key or OAuth login?' — making it clear that both auth types are supported for the same provider 4. Strategy picker shows all 4 options (fill_first, round_robin, least_used, random) with the current selection marked 5. Remove flow shows entries with indices for easy selection The subcommand paths (hermes auth add/list/remove/reset) still work exactly as before for scripted/non-interactive use. * fix(tests): update runtime_provider tests for config.yaml source of truth (#4165) Tests were using OPENAI_BASE_URL env var which is no longer consulted after #4165. Updated to use model config (provider, base_url, api_key) which is the new single source of truth for custom endpoint URLs. * feat(auth): support custom endpoint credential pools keyed by provider name Custom OpenAI-compatible endpoints all share provider='custom', making the provider-keyed pool useless. Now pools for custom endpoints are keyed by 'custom:<normalized_name>' where the name comes from the custom_providers config list (auto-generated from URL hostname). - Pool key format: 'custom:together.ai', 'custom:local-(localhost:8080)' - load_pool('custom:name') seeds from custom_providers api_key AND model.api_key when base_url matches - hermes auth add/list now shows custom endpoints alongside registry providers - _resolve_openrouter_runtime and _resolve_named_custom_runtime check pool before falling back to single config key - 6 new tests covering custom pool keying, seeding, and listing * docs: add Excalidraw diagram of full credential pool flow Comprehensive architecture diagram showing: - Credential sources (env vars, auth.json OAuth, config.yaml, CLI) - Pool storage and auto-seeding - Runtime resolution paths (registry, custom, OpenRouter) - Error recovery (429 retry-then-rotate, 402 immediate, 401 refresh) - CLI management commands and strategy configuration Open at: https://excalidraw.com/#json=2Ycqhqpi6f12E_3ITyiwh,c7u9jSt5BwrmiVzHGbm87g * fix(tests): update setup wizard pool tests for unified select_provider_and_model flow The setup wizard now delegates to select_provider_and_model() instead of using its own prompt_choice-based provider picker. Tests needed: - Mock select_provider_and_model as no-op (provider pre-written to config) - Call _stub_tts BEFORE custom prompt_choice mock (it overwrites it) - Pre-write model.provider to config so the pool step is reached * docs: add comprehensive credential pool documentation - New page: website/docs/user-guide/features/credential-pools.md Full guide covering quick start, CLI commands, rotation strategies, error recovery, custom endpoint pools, auto-discovery, thread safety, architecture, and storage format. - Updated fallback-providers.md to reference credential pools as the first layer of resilience (same-provider rotation before cross-provider) - Added hermes auth to CLI commands reference with usage examples - Added credential_pool_strategies to configuration guide * chore: remove excalidraw diagram from repo (external link only) * refactor: simplify credential pool code — extract helpers, collapse extras, dedup patterns - _load_config_safe(): replace 4 identical try/except/import blocks - _iter_custom_providers(): shared generator for custom provider iteration - PooledCredential.extra dict: collapse 11 round-trip-only fields (token_type, scope, client_id, portal_base_url, obtained_at, expires_in, agent_key_id, agent_key_expires_in, agent_key_reused, agent_key_obtained_at, tls) into a single extra dict with __getattr__ for backward-compatible access - _available_entries(): shared exhaustion-check between select and peek - Dedup anthropic OAuth seeding (hermes_pkce + claude_code identical) - SimpleNamespace replaces class _Args boilerplate in auth_commands - _try_resolve_from_custom_pool(): shared pool-check in runtime_provider Net -17 lines. All 383 targeted tests pass. --------- Co-authored-by: kshitijk4poor <82637225+kshitijk4poor@users.noreply.github.com>
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@@ -38,6 +38,7 @@ hermes [global-options] <command> [subcommand/options]
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| `hermes setup` | Interactive setup wizard for all or part of the configuration. |
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| `hermes whatsapp` | Configure and pair the WhatsApp bridge. |
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| `hermes login` / `logout` | Authenticate with OAuth-backed providers. |
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| `hermes auth` | Manage credential pools — add, list, remove, reset, set strategy. |
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| `hermes status` | Show agent, auth, and platform status. |
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| `hermes cron` | Inspect and tick the cron scheduler. |
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| `hermes webhook` | Manage dynamic webhook subscriptions for event-driven activation. |
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@@ -192,6 +193,22 @@ Useful options for `login`:
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- `--ca-bundle <pem>`
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- `--insecure`
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## `hermes auth`
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Manage credential pools for same-provider key rotation. See [Credential Pools](/docs/user-guide/features/credential-pools) for full documentation.
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```bash
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hermes auth # Interactive wizard
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hermes auth list # Show all pools
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hermes auth list openrouter # Show specific provider
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hermes auth add openrouter --api-key sk-or-v1-xxx # Add API key
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hermes auth add anthropic --type oauth # Add OAuth credential
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hermes auth remove openrouter 2 # Remove by index
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hermes auth reset openrouter # Clear cooldowns
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```
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Subcommands: `add`, `list`, `remove`, `reset`. When called with no subcommand, launches the interactive management wizard.
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## `hermes status`
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```bash
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