feat: add profiles — run multiple isolated Hermes instances (#3681)
Each profile is a fully independent HERMES_HOME with its own config,
API keys, memory, sessions, skills, gateway, cron, and state.db.
Core module: hermes_cli/profiles.py (~900 lines)
- Profile CRUD: create, delete, list, show, rename
- Three clone levels: blank, --clone (config), --clone-all (everything)
- Export/import: tar.gz archive for backup and migration
- Wrapper alias scripts (~/.local/bin/<name>)
- Collision detection for alias names
- Sticky default via ~/.hermes/active_profile
- Skill seeding via subprocess (handles module-level caching)
- Auto-stop gateway on delete with disable-before-stop for services
- Tab completion generation for bash and zsh
CLI integration (hermes_cli/main.py):
- _apply_profile_override(): pre-import -p/--profile flag + sticky default
- Full 'hermes profile' subcommand: list, use, create, delete, show,
alias, rename, export, import
- 'hermes completion bash/zsh' command
- Multi-profile skill sync in hermes update
Display (cli.py, banner.py, gateway/run.py):
- CLI prompt: 'coder ❯' when using a non-default profile
- Banner shows profile name
- Gateway startup log includes profile name
Gateway safety:
- Token locks: Discord, Slack, WhatsApp, Signal (extends Telegram pattern)
- Port conflict detection: API server, webhook adapter
Diagnostics (hermes_cli/doctor.py):
- Profile health section: lists profiles, checks config, .env, aliases
- Orphan alias detection: warns when wrapper points to deleted profile
Tests (tests/hermes_cli/test_profiles.py):
- 71 automated tests covering: validation, CRUD, clone levels, rename,
export/import, active profile, isolation, alias collision, completion
- Full suite: 6760 passed, 0 new failures
Documentation:
- website/docs/user-guide/profiles.md: full user guide (12 sections)
- website/docs/reference/profile-commands.md: command reference (12 commands)
- website/docs/reference/faq.md: 6 profile FAQ entries
- website/sidebars.ts: navigation updated
This commit is contained in:
78
AGENTS.md
78
AGENTS.md
@@ -210,6 +210,10 @@ registry.register(
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The registry handles schema collection, dispatch, availability checking, and error wrapping. All handlers MUST return a JSON string.
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**Path references in tool schemas**: If the schema description mentions file paths (e.g. default output directories), use `display_hermes_home()` to make them profile-aware. The schema is generated at import time, which is after `_apply_profile_override()` sets `HERMES_HOME`.
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**State files**: If a tool stores persistent state (caches, logs, checkpoints), use `get_hermes_home()` for the base directory — never `Path.home() / ".hermes"`. This ensures each profile gets its own state.
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**Agent-level tools** (todo, memory): intercepted by `run_agent.py` before `handle_function_call()`. See `todo_tool.py` for the pattern.
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---
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@@ -358,8 +362,69 @@ in config.yaml (or `HERMES_BACKGROUND_NOTIFICATIONS` env var):
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---
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## Profiles: Multi-Instance Support
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Hermes supports **profiles** — multiple fully isolated instances, each with its own
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`HERMES_HOME` directory (config, API keys, memory, sessions, skills, gateway, etc.).
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The core mechanism: `_apply_profile_override()` in `hermes_cli/main.py` sets
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`HERMES_HOME` before any module imports. All 119+ references to `get_hermes_home()`
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automatically scope to the active profile.
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### Rules for profile-safe code
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1. **Use `get_hermes_home()` for all HERMES_HOME paths.** Import from `hermes_constants`.
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NEVER hardcode `~/.hermes` or `Path.home() / ".hermes"` in code that reads/writes state.
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```python
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# GOOD
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from hermes_constants import get_hermes_home
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config_path = get_hermes_home() / "config.yaml"
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# BAD — breaks profiles
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config_path = Path.home() / ".hermes" / "config.yaml"
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```
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2. **Use `display_hermes_home()` for user-facing messages.** Import from `hermes_constants`.
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This returns `~/.hermes` for default or `~/.hermes/profiles/<name>` for profiles.
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```python
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# GOOD
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from hermes_constants import display_hermes_home
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print(f"Config saved to {display_hermes_home()}/config.yaml")
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# BAD — shows wrong path for profiles
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print("Config saved to ~/.hermes/config.yaml")
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```
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3. **Module-level constants are fine** — they cache `get_hermes_home()` at import time,
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which is AFTER `_apply_profile_override()` sets the env var. Just use `get_hermes_home()`,
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not `Path.home() / ".hermes"`.
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4. **Tests that mock `Path.home()` must also set `HERMES_HOME`** — since code now uses
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`get_hermes_home()` (reads env var), not `Path.home() / ".hermes"`:
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```python
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with patch.object(Path, "home", return_value=tmp_path), \
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patch.dict(os.environ, {"HERMES_HOME": str(tmp_path / ".hermes")}):
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...
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```
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5. **Gateway platform adapters should use token locks** — if the adapter connects with
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a unique credential (bot token, API key), call `acquire_scoped_lock()` from
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`gateway.status` in the `connect()`/`start()` method and `release_scoped_lock()` in
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`disconnect()`/`stop()`. This prevents two profiles from using the same credential.
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See `gateway/platforms/telegram.py` for the canonical pattern.
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6. **Profile operations are HOME-anchored, not HERMES_HOME-anchored** — `_get_profiles_root()`
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returns `Path.home() / ".hermes" / "profiles"`, NOT `get_hermes_home() / "profiles"`.
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This is intentional — it lets `hermes -p coder profile list` see all profiles regardless
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of which one is active.
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## Known Pitfalls
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### DO NOT hardcode `~/.hermes` paths
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Use `get_hermes_home()` from `hermes_constants` for code paths. Use `display_hermes_home()`
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for user-facing print/log messages. Hardcoding `~/.hermes` breaks profiles — each profile
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has its own `HERMES_HOME` directory. This was the source of 5 bugs fixed in PR #3575.
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### DO NOT use `simple_term_menu` for interactive menus
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Rendering bugs in tmux/iTerm2 — ghosting on scroll. Use `curses` (stdlib) instead. See `hermes_cli/tools_config.py` for the pattern.
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@@ -375,6 +440,19 @@ Tool schema descriptions must not mention tools from other toolsets by name (e.g
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### Tests must not write to `~/.hermes/`
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The `_isolate_hermes_home` autouse fixture in `tests/conftest.py` redirects `HERMES_HOME` to a temp dir. Never hardcode `~/.hermes/` paths in tests.
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**Profile tests**: When testing profile features, also mock `Path.home()` so that
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`_get_profiles_root()` and `_get_default_hermes_home()` resolve within the temp dir.
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Use the pattern from `tests/hermes_cli/test_profiles.py`:
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```python
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@pytest.fixture
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def profile_env(tmp_path, monkeypatch):
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home = tmp_path / ".hermes"
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home.mkdir()
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monkeypatch.setattr(Path, "home", lambda: tmp_path)
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monkeypatch.setenv("HERMES_HOME", str(home))
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return home
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```
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---
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## Testing
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