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teknium1 merged 2 commits into from
May 31, 2026
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feat(setup): thin out setup — Quick Setup via Nous Portal + Full Setup defaults #35723

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feat(setup): Quick Setup routes through Nous Portal (OAuth + model + …
teknium1 May 31, 2026
40e9790
feat(setup): thin out Full Setup with happy defaults
teknium1 May 31, 2026
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296 changes: 69 additions & 227 deletions hermes_cli/setup.py
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Original file line number Diff line number Diff line change
Expand Up @@ -737,175 +737,15 @@ def setup_model_provider(config: dict, *, quick: bool = False):
if isinstance(_m, dict):
selected_provider = _m.get("provider")

# ── Same-provider fallback & rotation setup (full setup only) ──
if not quick and _supports_same_provider_pool_setup(selected_provider):
try:
from types import SimpleNamespace
from agent.credential_pool import load_pool
from hermes_cli.auth_commands import auth_add_command

pool = load_pool(selected_provider)
entries = pool.entries()
entry_count = len(entries)
manual_count = sum(1 for entry in entries if str(getattr(entry, "source", "")).startswith("manual"))
auto_count = entry_count - manual_count
print()
print_header("Same-Provider Fallback & Rotation")
print_info(
"Hermes can keep multiple credentials for one provider and rotate between"
)
print_info(
"them when a credential is exhausted or rate-limited. This preserves"
)
print_info(
"your primary provider while reducing interruptions from quota issues."
)
print()
if auto_count > 0:
print_info(
f"Current pooled credentials for {selected_provider}: {entry_count} "
f"({manual_count} manual, {auto_count} auto-detected from env/shared auth)"
)
else:
print_info(f"Current pooled credentials for {selected_provider}: {entry_count}")

while prompt_yes_no("Add another credential for same-provider fallback?", False):
auth_add_command(
SimpleNamespace(
provider=selected_provider,
auth_type="",
label=None,
api_key=None,
portal_url=None,
inference_url=None,
client_id=None,
scope=None,
no_browser=False,
timeout=15.0,
insecure=False,
ca_bundle=None,
)
)
pool = load_pool(selected_provider)
entry_count = len(pool.entries())
print_info(f"Provider pool now has {entry_count} credential(s).")

if entry_count > 1:
strategy_labels = [
"Fill-first / sticky — keep using the first healthy credential until it is exhausted",
"Round robin — rotate to the next healthy credential after each selection",
"Random — pick a random healthy credential each time",
]
current_strategy = _get_credential_pool_strategies(config).get(selected_provider, "fill_first")
default_strategy_idx = {
"fill_first": 0,
"round_robin": 1,
"random": 2,
}.get(current_strategy, 0)
strategy_idx = prompt_choice(
"Select same-provider rotation strategy:",
strategy_labels,
default_strategy_idx,
)
strategy_value = ["fill_first", "round_robin", "random"][strategy_idx]
_set_credential_pool_strategy(config, selected_provider, strategy_value)
print_success(f"Saved {selected_provider} rotation strategy: {strategy_value}")
except Exception as exc:
logger.debug("Could not configure same-provider fallback in setup: %s", exc)

# ── Vision & Image Analysis Setup (full setup only) ──
if quick:
_vision_needs_setup = False
else:
try:
from agent.auxiliary_client import get_available_vision_backends
_vision_backends = set(get_available_vision_backends())
except Exception:
_vision_backends = set()

_vision_needs_setup = not bool(_vision_backends)

if selected_provider in _vision_backends:
_vision_needs_setup = False

if _vision_needs_setup:
_prov_names = {
"nous-api": "Nous Portal API key",
"copilot": "GitHub Copilot",
"copilot-acp": "GitHub Copilot ACP",
"zai": "Z.AI / GLM",
"kimi-coding": "Kimi / Moonshot",
"kimi-coding-cn": "Kimi / Moonshot (China)",
"stepfun": "StepFun Step Plan",
"minimax": "MiniMax",
"minimax-cn": "MiniMax CN",
"anthropic": "Anthropic",
"custom": "your custom endpoint",
}
_prov_display = _prov_names.get(selected_provider, selected_provider or "your provider")

print()
print_header("Vision & Image Analysis (optional)")
print_info(f"Vision uses a separate multimodal backend. {_prov_display}")
print_info("doesn't currently provide one Hermes can auto-use for vision,")
print_info("so choose a backend now or skip and configure later.")
print()

_vision_choices = [
"OpenRouter — uses Gemini (free tier at openrouter.ai/keys)",
"OpenAI-compatible endpoint — base URL, API key, and vision model",
"Skip for now",
]
_vision_idx = prompt_choice("Configure vision:", _vision_choices, 2)

if _vision_idx == 0: # OpenRouter
_or_key = prompt(" OpenRouter API key", password=True).strip()
if _or_key:
save_env_value("OPENROUTER_API_KEY", _or_key)
print_success("OpenRouter key saved — vision will use Gemini")
else:
print_info("Skipped — vision won't be available")
elif _vision_idx == 1: # OpenAI-compatible endpoint
_base_url = prompt(" Base URL (blank for OpenAI)").strip() or "https://api.openai.com/v1"
_api_key_label = " API key"
_is_native_openai = base_url_hostname(_base_url) == "api.openai.com"
if _is_native_openai:
_api_key_label = " OpenAI API key"
_oai_key = prompt(_api_key_label, password=True).strip()
if _oai_key:
save_env_value("OPENAI_API_KEY", _oai_key)
# Save vision base URL to config (not .env — only secrets go there)
_vaux = config.setdefault("auxiliary", {}).setdefault("vision", {})
_vaux["base_url"] = _base_url
if _is_native_openai:
_oai_vision_models = ["gpt-4o", "gpt-4o-mini", "gpt-4.1", "gpt-4.1-mini", "gpt-4.1-nano"]
_vm_choices = _oai_vision_models + ["Use default (gpt-4o-mini)"]
_vm_idx = prompt_choice("Select vision model:", _vm_choices, 0)
_selected_vision_model = (
_oai_vision_models[_vm_idx]
if _vm_idx < len(_oai_vision_models)
else "gpt-4o-mini"
)
else:
_selected_vision_model = prompt(" Vision model (blank = use main/custom default)").strip()
if _selected_vision_model:
save_env_value("AUXILIARY_VISION_MODEL", _selected_vision_model)
print_success(
f"Vision configured with {_base_url}"
+ (f" ({_selected_vision_model})" if _selected_vision_model else "")
)
else:
print_info("Skipped — vision won't be available")
else:
print_info("Skipped — add later with 'hermes setup' or configure AUXILIARY_VISION_* settings")

# Credential rotation, vision-backend selection, and TTS provider are no
# longer prompted here. They have safe defaults (rotation off, vision
# auto-detected from the main provider, TTS = Edge) and are configurable
# on demand via `hermes auth add`, `hermes setup` vision, and
# `hermes setup tts`. This keeps both quick and full setup thin.

# Tool Gateway prompt is already shown by _model_flow_nous() above.
save_config(config)

if not quick and selected_provider != "nous":
_setup_tts_provider(config)


# =============================================================================
# Section 1b: TTS Provider Configuration
Expand Down Expand Up @@ -1341,29 +1181,9 @@ def setup_terminal_backend(config: dict):
if selected_backend == "local":
print_success("Terminal backend: Local")
print_info("Commands run directly on this machine.")

# Gateway/cron working directory
print()
print_info("Gateway working directory:")
print_info(" Used by Telegram/Discord/cron sessions.")
print_info(" CLI/TUI always uses your launch directory instead.")
current_cwd = cfg_get(config, "terminal", "cwd", default="")
cwd = prompt(" Gateway working directory", current_cwd or str(Path.home()))
if cwd:
config["terminal"]["cwd"] = cwd

# Sudo support
print()
existing_sudo = get_env_value("SUDO_PASSWORD")
if existing_sudo:
print_info("Sudo password: configured")
elif prompt_yes_no(
"Enable sudo support? (stores password for apt install, etc.)", False
):
sudo_pass = prompt(" Sudo password", password=True)
if sudo_pass:
save_env_value("SUDO_PASSWORD", sudo_pass)
print_success("Sudo password saved")
# Gateway working directory defaults to home; sudo stays off. Both are
# configurable later via `hermes setup terminal` / config.yaml.
config["terminal"].setdefault("cwd", str(Path.home()))

elif selected_backend == "docker":
print_success("Terminal backend: Docker")
Expand All @@ -1376,13 +1196,10 @@ def setup_terminal_backend(config: dict):
else:
print_info(f"Docker found: {docker_bin}")

# Docker image
current_image = cfg_get(config, "terminal", "docker_image", default="nikolaik/python-nodejs:python3.11-nodejs20")
image = prompt(" Docker image", current_image)
config["terminal"]["docker_image"] = image
save_env_value("TERMINAL_DOCKER_IMAGE", image)

_prompt_container_resources(config)
# Image and resource limits use defaults; tune via `hermes setup terminal`.
config["terminal"].setdefault(
"docker_image", "nikolaik/python-nodejs:python3.11-nodejs20"
)

elif selected_backend == "singularity":
print_success("Terminal backend: Singularity/Apptainer")
Expand All @@ -1397,12 +1214,11 @@ def setup_terminal_backend(config: dict):
else:
print_info(f"Found: {sing_bin}")

current_image = cfg_get(config, "terminal", "singularity_image", default="docker://nikolaik/python-nodejs:python3.11-nodejs20")
image = prompt(" Container image", current_image)
config["terminal"]["singularity_image"] = image
save_env_value("TERMINAL_SINGULARITY_IMAGE", image)

_prompt_container_resources(config)
# Image and resource limits use defaults; tune via `hermes setup terminal`.
config["terminal"].setdefault(
"singularity_image",
"docker://nikolaik/python-nodejs:python3.11-nodejs20",
)

elif selected_backend == "modal":
print_success("Terminal backend: Modal")
Expand Down Expand Up @@ -1501,8 +1317,6 @@ def setup_terminal_backend(config: dict):
if token_secret:
save_env_value("MODAL_TOKEN_SECRET", token_secret)

_prompt_container_resources(config)

elif selected_backend == "daytona":
print_success("Terminal backend: Daytona")
print_info("Persistent cloud development environments.")
Expand Down Expand Up @@ -1552,13 +1366,10 @@ def setup_terminal_backend(config: dict):
save_env_value("DAYTONA_API_KEY", api_key)
print_success(" Configured")

# Daytona image
current_image = cfg_get(config, "terminal", "daytona_image", default="nikolaik/python-nodejs:python3.11-nodejs20")
image = prompt(" Sandbox image", current_image)
config["terminal"]["daytona_image"] = image
save_env_value("TERMINAL_DAYTONA_IMAGE", image)

_prompt_container_resources(config)
# Image and resource limits use defaults; tune via `hermes setup terminal`.
config["terminal"].setdefault(
"daytona_image", "nikolaik/python-nodejs:python3.11-nodejs20"
)

elif selected_backend == "ssh":
print_success("Terminal backend: SSH")
Expand Down Expand Up @@ -1625,7 +1436,7 @@ def setup_terminal_backend(config: dict):

def _apply_default_agent_settings(config: dict):
"""Apply recommended defaults for all agent settings without prompting."""
config.setdefault("agent", {})["max_turns"] = 90
config.setdefault("agent", {})["max_turns"] = 150
# config.yaml is the authoritative source for max_turns; the gateway
# bridges it into HERMES_MAX_ITERATIONS at startup. We no longer write
# to .env to avoid the dual-source inconsistency that caused the
Expand All @@ -1637,18 +1448,17 @@ def _apply_default_agent_settings(config: dict):
config.setdefault("compression", {})["enabled"] = True
config["compression"]["threshold"] = 0.50

config.setdefault("session_reset", {}).update({
"mode": "both",
"idle_minutes": 1440,
"at_hour": 4,
})
# Default to never auto-resetting sessions. The gateway treats absent
# session_reset as "both", so we must write "none" explicitly to make
# the no-auto-reset default actually take effect.
config.setdefault("session_reset", {})["mode"] = "none"

save_config(config)
print_success("Applied recommended defaults:")
print_info(" Max iterations: 90")
print_info(" Max iterations: 150")
print_info(" Tool progress: all")
print_info(" Compression threshold: 0.50")
print_info(" Session reset: inactivity (1440 min) + daily (4:00)")
print_info(" Session reset: never (use /reset or compression)")
print_info(" Run `hermes setup agent` later to customize.")


Expand Down Expand Up @@ -3197,7 +3007,7 @@ def run_setup_wizard(args):
config = load_config()

setup_mode = prompt_choice("How would you like to set up Hermes?", [
"Quick setup — provider, model & messaging (recommended)",
"Quick Setup (Nous Portal) — OAuth login, model & messaging (recommended)",
"Full setup — configure everything",
], 0)

Expand Down Expand Up @@ -3228,9 +3038,11 @@ def run_setup_wizard(args):
if not (migration_ran and _skip_configured_section(config, "terminal", "Terminal Backend")):
setup_terminal_backend(config)

# Section 3: Agent Settings
if not (migration_ran and _skip_configured_section(config, "agent", "Agent Settings")):
setup_agent_settings(config)
# Section 3: Agent Settings — no longer prompted. First installs get the
# recommended defaults silently; existing installs keep whatever they have.
# Tune later with `hermes setup agent`.
if not is_existing:
_apply_default_agent_settings(config)

# Section 4: Messaging Platforms
if not (migration_ran and _skip_configured_section(config, "gateway", "Messaging Platforms")):
Expand All @@ -3250,13 +3062,43 @@ def run_setup_wizard(args):


def _run_first_time_quick_setup(config: dict, hermes_home, is_existing: bool):
"""Streamlined first-time setup: provider, model, terminal & messaging.
"""Streamlined first-time setup via Nous Portal: OAuth, model, terminal & messaging.

Applies sensible defaults for TTS (Edge), agent settings, and tools —
the user can customize later via ``hermes setup <section>``.
Routes straight to the Nous Portal provider — runs the device-code OAuth
login, picks a Nous model, then configures the terminal backend and (optionally)
a messaging platform. Applies sensible defaults for everything else (agent
settings, tools); the user can customize later via ``hermes setup <section>``
or switch providers with ``hermes model``.
"""
# Step 1: Model & Provider (essential — skips rotation/vision/TTS)
setup_model_provider(config, quick=True)
from hermes_cli.config import load_config

# Step 1: Nous Portal — OAuth login + model selection.
# _model_flow_nous() handles both the logged-out path (device-code OAuth,
# which selects a model internally) and the already-logged-in path (curated
# Nous model picker). Provider is set to "nous" by the login/model save.
print()
print_header("Nous Portal")
print_info("One subscription, 300+ models, plus the Tool Gateway:")
print_info(" web search, image generation, TTS, browser automation.")
print_info("Sign up: https://portal.nousresearch.com/manage-subscription")
print()
try:
from hermes_cli.main import _model_flow_nous
_model_flow_nous(config)
except (KeyboardInterrupt, EOFError):
print()
print_info("Nous Portal setup cancelled.")
except Exception as exc:
logger.debug("_model_flow_nous error during quick setup: %s", exc)
print_warning(f"Nous Portal setup encountered an error: {exc}")
print_info("You can try again later with: hermes model")

# Re-sync the wizard's config dict from disk — _model_flow_nous (and the
# underlying login/model save) write via their own load/save cycle, and the
# wizard's later save_config(config) must not clobber those values (#4172).
_refreshed = load_config()
config.clear()
config.update(_refreshed)

# Step 2: Terminal Backend — where commands run is a core decision
setup_terminal_backend(config)
Expand Down
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