hermes-agent/website/docs/user-guide/features
Teknium 875aa8f162
feat(dashboard): unify multi-profile management — one machine dashboard, global profile switcher (#44007)
* feat(dashboard): unify multi-profile management — one machine dashboard, global profile switcher

The dashboard becomes a machine-level management surface with one
write-target selector, replacing per-profile dashboard fragmentation.

Backend:
- profile param (query or body) on /api/config (get/put/raw), /api/env
  (get/put/delete/reveal), /api/mcp/servers (list/add/remove/test/enabled),
  /api/mcp/catalog (list/install), /api/model/info, /api/model/set —
  all scoped through the existing _profile_scope() context manager
- model/set restructured: expensive-model warning (await) runs before the
  scope; the config write runs sync inside the scope in a worker thread
- MCP catalog installs + git-bootstrap entries spawn 'hermes -p <profile>'
- chat PTY: ?profile= on /api/pty points the child's HERMES_HOME at the
  profile dir (its own gateway subprocess, config/skills/memory/state.db
  all profile-bound); in-process gateway attach skipped when scoped

CLI launch unification:
- '<profile> dashboard' routes to the machine dashboard: attach (open
  browser at ?profile=) when one is listening, else re-exec pinned to the
  default profile with --open-profile preselecting the launcher
- --isolated preserves the old dedicated per-profile server behavior
- start_server(initial_profile=...) appends ?profile= to the auto-open URL

Frontend:
- ProfileProvider + sidebar ProfileSwitcher: ONE global selector, URL-
  persisted (?profile=), mirrored into fetchJSON which auto-appends the
  param to the scoped endpoint families (explicit params win)
- app-wide amber banner names the managed profile
- SkillsPage's page-local selector (from the skills-scoping PR) folded
  into the global context — single source of truth
- ChatPage threads the scope into the PTY WS URL; switching profiles
  remounts the terminal into a fresh scoped session

Omitted profile keeps legacy behavior everywhere.

* docs(dashboard): document machine-level multi-profile management

- web-dashboard.md: 'Managing multiple profiles' section (switcher, URL
  deep-links, unified launch, --isolated, scoped Chat, what stays
  per-profile) + --isolated in the options table
- profiles.md: 'From the dashboard' subsection + set-as-active vs
  switcher clarification
- cli-commands.md: --isolated flag + profile-alias launch example

* fix(dashboard): address profile-unification review findings

Review findings (dev review on PR #44007):

1. HIGH — stale page state on profile switch: pages load data on mount
   and didn't consume the profile scope, so a page opened under profile A
   kept showing A's state while writes silently targeted the newly
   selected B. Fixed structurally: ProfileKeyedRoutes wraps the routed
   page tree and keys it by the selected profile, remounting every page
   (fresh state + refetch) on switch. ChatPage keeps its own remount
   (channel keyed on scopedProfile).

2. HIGH — /api/model/auxiliary read was unscoped while /api/model/set
   wrote scoped (Models page could show default's aux pins while editing
   worker's). Endpoint now takes profile + _profile_scope, added to
   PROFILE_SCOPED_PREFIXES, HTTPException re-raise so ghost profiles 404
   instead of 500. Regression test asserts read/write symmetry with
   differing worker/default aux config.

3. MEDIUM — tools post-setup spawned unscoped from the profile-aware
   drawer. Now spawns 'hermes -p <profile> tools post-setup <key>'
   (same mechanism as hub installs); drawer threads its profile prop.
   Most hooks install machine-level artifacts where the scope is inert,
   but hooks reading config/env now see the drawer's HERMES_HOME.

4. LOW — ty warnings: env Optional asserts before subscript/membership,
   fastapi import replaced with web_server.HTTPException re-use.

298 tests green across the four affected suites; tsc -b + vite build
green; aux scoping E2E-verified with real imports.

* fix(dashboard): address second profile-unification review (gille)

1. BLOCKER — profile scope dropped on sidebar navigation: ProfileProvider
   derived the selection from the current URL, and nav links are bare
   paths, so clicking Config from /skills?profile=worker silently reset
   the write target. State is now the source of truth; an effect
   re-asserts ?profile= onto the new location after every navigation
   (URL stays a synchronized projection for deep links/refresh), and an
   incoming URL param (e.g. 'Manage skills & tools' links) still wins.

2. BLOCKER — /api/model/options unscoped while model/set wrote scoped:
   the picker context (current model/provider, custom providers,
   per-profile .env auth state) now loads inside _profile_scope; added
   to PROFILE_SCOPED_PREFIXES. Test: a worker-only current-model pin
   appears in the scoped payload and not the unscoped one.

3. BLOCKER — MCP test-server probe escaped the scope after the config
   read: the probe now re-enters _profile_scope inside the worker thread
   so env-placeholder expansion resolves against the selected profile's
   .env. Known limit (documented): the probe's dedicated MCP event-loop
   thread doesn't inherit the contextvar (OAuth token paths). Test
   asserts get_hermes_home() inside the probe == the worker profile dir.

4. BLOCKER — broad excepts swallowed unknown-profile 404s: /api/model/info
   degraded to 200-with-empty-model-info and /api/mcp/catalog to a
   silently-empty catalog. Both re-raise HTTPException; 404 regression
   tests added for info/options/catalog.

Polish: scope banner clears the fixed mobile header (mt-14 lg:mt-0);
--open-profile hidden via argparse.SUPPRESS (internal re-exec flag);
attach-path test now asserts the opened ?profile= URL.

(Stale-page-state + /api/model/auxiliary findings from this review were
already fixed in 92bcd1568 — the review ran against e600f6951.)

35 tests in the two new suites + 274 in the adjacent ones, all green;
tsc -b + vite build green; scoping E2E-verified with real imports.

* docs(dashboard)+fix: self-review pass — Profiles page section, REST profile-param tip, body-beats-query precedence

Docs:
- web-dashboard.md: add the missing 'Profiles' subsection to Pages
  (cards, create/builder, manage-skills jump, set-as-active vs switcher
  distinction, editors); REST API section gets a profile-scoped-endpoints
  tip documenting ?profile= / body profile / 404 semantics / /api/pty
- (profiles.md + cli-commands.md were already updated in e600f6951)

Precedence fix: scoped endpoints taking BOTH a query param and a body
field now resolve body.profile first. The SPA's fetchJSON injects the
query param from the GLOBAL switcher; an explicit body.profile (e.g.
Profile Builder flows writing into a specific new profile) is the more
specific intent and must not be overridden by whatever the sidebar
happens to be set to. Matches the documented 'explicit beats global'
contract in api.ts.

Verified: 304 tests green across the four suites; tsc -b + vite build
green; docusaurus build green (only pre-existing broken-link warnings,
none from this PR's pages).
2026-06-11 03:29:33 -07:00
..
_category_.json feat: add documentation website (Docusaurus) 2026-03-05 05:24:55 -08:00
acp.md docs: comprehensive 2-week sweep of feature/PR coverage gaps (#28497) 2026-05-18 23:55:25 -07:00
api-server.md docs: deep audit — registry drift, stale claims, 2-week PR coverage, dashboard screenshot (#40952) 2026-06-07 01:39:06 -07:00
batch-processing.md fix(website): cross-locale doc links + drop empty ko locale (#31895) 2026-05-24 23:16:20 -07:00
browser.md docs: fix BROWSERBASE_SESSION_TIMEOUT unit (ms → seconds) 2026-05-29 12:06:22 -07:00
built-in-plugins.md docs: deep audit — registry drift, stale claims, 2-week PR coverage, dashboard screenshot (#40952) 2026-06-07 01:39:06 -07:00
code-execution.md fix: drain thread no longer crashes on fd-less stdout streams (#34789) 2026-05-29 12:16:57 -07:00
codex-app-server-runtime.md docs: deep audit — registry drift, stale claims, 2-week PR coverage, dashboard screenshot (#40952) 2026-06-07 01:39:06 -07:00
computer-use.md docs: deep audit — registry drift, stale claims, 2-week PR coverage, dashboard screenshot (#40952) 2026-06-07 01:39:06 -07:00
context-files.md fix(website): cross-locale doc links + drop empty ko locale (#31895) 2026-05-24 23:16:20 -07:00
context-references.md docs: comprehensive documentation audit — fix stale info, expand thin pages, add depth (#5393) 2026-04-05 19:45:50 -07:00
credential-pools.md docs(credential-pools): document immediate rotation on usage-limit 429 (#34580) 2026-05-29 04:50:14 -07:00
cron.md revert(cron): remove per-job profile support (PR #28124) (#43956) 2026-06-10 20:46:17 -07:00
curator.md fix(curator): protect load-bearing built-in skills from archival/consolidation (#41817) 2026-06-07 22:23:29 -07:00
delegation.md feat(delegation): uncap max_spawn_depth (floor 1, no ceiling) (#39772) 2026-06-05 04:46:02 -07:00
deliverable-mode.md docs: 30-day overhaul — correctness audit, PR coverage, Nous Portal weave, sidebar reorg (#33782) 2026-05-28 02:41:36 -07:00
extending-the-dashboard.md feat(dashboard): change UI font from the theme picker, independent of theme (#41145) 2026-06-07 03:39:01 -07:00
fallback-providers.md fix(docs): align fallback provider config examples 2026-05-29 12:06:22 -07:00
goals.md fix(website): cross-locale doc links + drop empty ko locale (#31895) 2026-05-24 23:16:20 -07:00
honcho.md fix(honcho): harden self-hosted setup paths 2026-05-29 22:29:48 -07:00
hooks.md feat(observability): observer-grade telemetry hooks + NeMo-Relay plugin 2026-06-03 06:36:46 -07:00
image-generation.md docs: 30-day overhaul — correctness audit, PR coverage, Nous Portal weave, sidebar reorg (#33782) 2026-05-28 02:41:36 -07:00
kanban-tutorial.md docs(kanban): clarify decomposer profile roles 2026-06-06 19:29:00 -07:00
kanban-worker-lanes.md feat(kanban): stranded_in_ready diagnostic for unclaimed tasks (#23578) 2026-05-10 21:58:44 -07:00
kanban.md docs: deep audit — registry drift, stale claims, 2-week PR coverage, dashboard screenshot (#40952) 2026-06-07 01:39:06 -07:00
lsp.md docs(lsp): replace "git worktree" with "git repository" in LSP docs 2026-05-13 23:05:20 -07:00
mcp.md docs: deep audit — registry drift, stale claims, 2-week PR coverage, dashboard screenshot (#40952) 2026-06-07 01:39:06 -07:00
memory-providers.md refactor(supermemory): session-level ingest + kebab aliases (salvaged from #32487) (#38756) 2026-06-04 11:50:02 +05:30
memory.md docs: cross-link write-approval gate from skills, configuration, and slash-command docs (#43801) 2026-06-10 19:54:44 -07:00
overview.md docs: 30-day overhaul — correctness audit, PR coverage, Nous Portal weave, sidebar reorg (#33782) 2026-05-28 02:41:36 -07:00
personality.md fix(website): cross-locale doc links + drop empty ko locale (#31895) 2026-05-24 23:16:20 -07:00
plugins.md Add Hermes desktop app (#20059) 2026-05-31 17:46:56 -05:00
provider-routing.md docs: 30-day overhaul — correctness audit, PR coverage, Nous Portal weave, sidebar reorg (#33782) 2026-05-28 02:41:36 -07:00
skills.md docs: cross-link write-approval gate from skills, configuration, and slash-command docs (#43801) 2026-06-10 19:54:44 -07:00
skins.md fix(website): cross-locale doc links + drop empty ko locale (#31895) 2026-05-24 23:16:20 -07:00
spotify.md docs(spotify): document Home Assistant speaker routing 2026-05-16 20:32:43 -07:00
subscription-proxy.md feat(cli): make hermes portal the human-readable Portal onboarding alias 2026-06-04 01:19:28 +05:30
tool-gateway.md docs: deep audit — registry drift, stale claims, 2-week PR coverage, dashboard screenshot (#40952) 2026-06-07 01:39:06 -07:00
tool-search.md fix(tool-search): scope bridge catalog + dispatch to the session's toolsets 2026-05-29 02:04:12 -07:00
tools.md docs: deep audit — registry drift, stale claims, 2-week PR coverage, dashboard screenshot (#40952) 2026-06-07 01:39:06 -07:00
tts.md feat(tts): add Gemini audio tag rewrite 2026-06-10 02:57:39 -07:00
vision.md docs: 30-day overhaul — correctness audit, PR coverage, Nous Portal weave, sidebar reorg (#33782) 2026-05-28 02:41:36 -07:00
voice-mode.md docs: deep audit — registry drift, stale claims, 2-week PR coverage, dashboard screenshot (#40952) 2026-06-07 01:39:06 -07:00
web-dashboard.md feat(dashboard): unify multi-profile management — one machine dashboard, global profile switcher (#44007) 2026-06-11 03:29:33 -07:00
web-search.md chore(web): remove web_crawl tool + provider crawl plumbing (#33824) 2026-05-28 04:52:42 -07:00
x-search.md docs: 30-day overhaul — correctness audit, PR coverage, Nous Portal weave, sidebar reorg (#33782) 2026-05-28 02:41:36 -07:00