Quota Sharing Engine

Doc reference: docs/routing/QUOTA_SHARE.md Part of Group B (plans 16 + 22).

---

Overview

The Quota Sharing Engine distributes a provider’s time-based quota (e.g. Codex 5-hour window, Kimi 1500 req/h) fairly across multiple API keys that share the same connection.

Problem it solves: OmniRoute proxies many API keys against the same upstream provider account. Without sharing logic, a burst from key A can exhaust the provider quota for the hour, leaving keys B and C blocked until the window resets. The engine prevents this by:

1. Tracking each key’s rolling consumption per dimension (%, requests, tokens, $).
2. Applying a work-conserving fair-share algorithm: a key may borrow from idle shares while the global pool is not saturated.
3. Enforcing the result in the hot path (chatCore.ts) before the request reaches the upstream executor.

---

Algorithm: Fair-Share Work-Conserving

Implemented in src/lib/quota/fairShare.ts.

Modes

Condition	Mode	Behaviour
globalUsedPercent < saturationThreshold	Generous	Key may borrow up to global limit minus consumed-total
globalUsedPercent >= saturationThreshold	Strict	Enforce individual fair share strictly

Default saturationThreshold = 0.5 (env QUOTA_SATURATION_THRESHOLD).

Per-dimension decision

For each active dimension in the pool, the engine computes:

fairShareAllowed = poolLimit × (allocationWeight / 100)
consumed        = current rolling value for this key (from QuotaStore.peek)
remaining       = fairShareAllowed - consumed

Then:

• policy = hard: if consumed > fairShareAllowed and mode is strict → block.
• policy = soft: if consumed > fairShareAllowed and mode is strict → penalize (deprioritize in combo; never hard-block).
• policy = burst: allow while global headroom exists regardless of fair share.

Cap absoluto

capValue + capUnit on an allocation is a hard ceiling independent of mode or policy. Any dimension where consumed >= capValue always blocks the request.

Multi-dimension check

A request is blocked if any dimension in the pool would block it. Dimensions are independent — a 5h% exhaustion does not affect the weekly% dimension.

Borrowing

In generous mode, a key whose allocation is under-consumed can use surplus from other keys’ unallocated shares. The formula is:

maxAllowed = globalLimit - consumedByOtherKeys

where consumedByOtherKeys = consumedTotal - consumedByThisKey. The teto global (pool limit for that dimension) is always the hard ceiling.

---

Sliding Window Counter

Implemented in src/lib/quota/sqliteQuotaStore.ts and redisQuotaStore.ts.

Two buckets per (apiKeyId, dimensionKey):

• curr: current bucket (floor(nowMs / windowMs))
• prev: previous bucket (curr - 1)

Effective rolling value:

effectiveBucketIndex = floor(nowMs / windowMs)
bucketStartMs        = effectiveBucketIndex × windowMs
elapsed              = nowMs - bucketStartMs
weight               = 1 - elapsed / windowMs

effective = prev × weight + curr

Precision: ~99% accurate. The error is at most 1% of the window size at the boundary between buckets (inherent to the 2-bucket approximation).

Concurrency

SQLite driver: in-memory mutex per (apiKeyId | dimensionKey) key prevents the read-modify-write race. Pattern mirrors src/sse/services/auth.ts anti-thundering-herd.

Redis driver: Lua EVAL script for atomic increment — runs as a single Redis command.

---

Drivers

SQLite (default, 0-install)

• Table: quota_consumption (see migration 073_quota_pools.sql / 074_quota_consumption.sql).
• Best for single-instance deployments.
• All persistence is in the existing OmniRoute SQLite DB (DATA_DIR/storage.sqlite).

Redis (optional, multi-instance)

• Requires ioredis npm package.
• Counters stored in Redis; metadata (pools/allocations) still in SQLite.
• Best for multi-replica deployments where counters must be shared.

Switching drivers

Via settings UI (/dashboard/settings → Quota Store), or via env vars:

QUOTA_STORE_DRIVER=redis
QUOTA_STORE_REDIS_URL=redis://localhost:6379

DB setting has precedence over env. If driver=redis but URL is absent or ioredis is not installed, the factory falls back to SQLite and logs a warning.

Driver selection order:

1. DB setting quotaStore.driver
2. Env QUOTA_STORE_DRIVER
3. Default: sqlite

---

Multi-Dimension

A pool can have multiple dimensions. Each dimension is independent:

QuotaDimension {
  unit: "percent" | "requests" | "tokens" | "usd",
  window: "5h" | "hourly" | "daily" | "weekly" | "monthly",
  limit: number,  // global pool ceiling for this dimension
}

Example: Codex plan (5h% + weekly%):

[
  { "unit": "percent", "window": "5h", "limit": 100 },
  { "unit": "percent", "window": "weekly", "limit": 100 }
]

A request must satisfy all dimensions to be allowed.

---

Plan Resolver

Implemented in src/lib/quota/planResolver.ts.

Precedence (highest to lowest):

1. Manual DB override — provider_plans table, per connectionId.
2. Known catalog — src/lib/quota/planRegistry.ts (data-only).
3. Empty plan — no dimensions, manual configuration required.

Known catalog

Provider	Dimensions
codex	percent/5h/100, percent/weekly/100
glm	tokens/5h (limit=0, unknown), tokens/weekly
minimax	tokens/5h, tokens/weekly
bailian	percent/5h/100, percent/weekly/100, percent/monthly/100
kimi	requests/hourly/1500
alibaba	requests/monthly/90000
openai, anthropic	No default — manual configuration required

---

Pipeline Integration

PRE hook (open-sse/handlers/chatCore.ts)

Runs before the upstream executor, after auth and policy checks:

resolveComboTargets / handleSingleModel
  → enforceQuotaShare(apiKeyId, connectionId, provider, estimatedCost)
      → getQuotaStore().peek() per dimension
      → fairShare.decideFairShare()
      → if block → return 429 (buildErrorBody, Hard Rule #12)
      → if allow + deprioritize → set quotaSoftPenalty=true on candidate
  → executor.execute()

Fail-open: if enforceQuotaShare throws, the request is allowed through with a pino.warn log. This prevents a quota-engine bug from blocking all traffic.

POST hook (record consumption)

After a successful response:

executor returns success
  → spendRecorder.recordConsumption(apiKeyId, connectionId, provider, actualCost)
      → getQuotaStore().consume() per dimension
      → fail-open: errors logged as pino.warn, never propagated to client

Drift note: if consume fails post-response, the rolling counter under-counts. The saturation signal from the provider (e.g. anthropic-ratelimit-unified-5h-utilization) corrects the global estimate on the next request.

Combo soft penalty (open-sse/services/combo.ts)

When decision.deprioritize === true:

if (candidate.quotaSoftPenalty) {
  score *= QUOTA_SOFT_DEPRIORITIZE_FACTOR; // default 0.7
}

The penalty is applied after all other scoring factors. It lowers the auto-combo probability of selecting a saturated key without hard-blocking it.

---

UI Walkthrough

/dashboard/costs/quota-share — Main pools page

Components (all in src/app/(dashboard)/dashboard/costs/quota-share/):

Component	Purpose
QuotaConceptCard	Introductory card explaining quota sharing to new users
CreatePoolModal	Create a new quota pool (connection + name + initial allocations)
PoolCard	Per-pool summary: name, connection, allocation count
DimensionBar	Per-dimension stacked bar: each key’s share + global usage
AllocationTable	Table with consumed, fair share, deficit/surplus, borrowing flag
BurnRateChart	EMA burn-rate line chart (lazy Recharts via dynamic())
EditAllocationsModal	Edit allocation weights, caps, and policies for a pool

The page hooks:

• usePools — fetches GET /api/quota/pools every 30s.
• usePoolUsage — fetches GET /api/quota/pools/[id]/usage on demand.
• useLocalStoragePoolMigration — runs once on mount to migrate legacy LS data.

/dashboard/costs/quota-share/plans — Provider plan config

• ProviderPlanConfigClient.tsx: dropdown to select a provider, view resolved plan (auto from catalog or manual override), and edit dimensions.
• Changes write to PUT /api/quota/plans/[connectionId].
• Deletion reverts to catalog or empty plan.

---

Environment Variables

Variable	Default	Description
QUOTA_STORE_DRIVER	sqlite	Driver to use: sqlite or redis
QUOTA_STORE_REDIS_URL	(empty)	Redis URL, e.g. redis://localhost:6379
QUOTA_SATURATION_THRESHOLD	0.5	0..1; >= threshold activates strict mode
QUOTA_SOFT_DEPRIORITIZE_FACTOR	0.7	0..1; multiplier for soft-policy combo score
QUOTA_CONSUMPTION_RETENTION_DAYS	14	Days before GC removes old quota_consumption buckets

DB settings (quotaStore.*) override env vars.

---

Troubleshooting

Redis configured but not connecting

Check that ioredis is installed (npm ls ioredis) and QUOTA_STORE_REDIS_URL is reachable. On connection failure the factory falls back to SQLite (logged at warn).

peek returns stale / fail-open

If peek throws, enforceQuotaShare treats the result as “allow” (fail-open). Check pino logs for quota:enforce and quota:factory entries to identify the root cause.

Consumption counter drift

If the actual provider usage differs from the counters, it is expected — the 2-bucket sliding window has ~1% error at window boundaries, and consume is fire-and-forget post-response. The saturation signal (saturationSignals.ts) reads the real provider utilization with a 30s TTL and adjusts globalUsedPercent accordingly.

Pool shows “no data” for burn rate

computeBurnRate requires at least 2 historical samples. New pools without prior consume calls will show tokensPerSecond: 0 and timeToExhaustionMs: null.

---

Migration from localStorage

When /dashboard/costs/quota-share first loads, the hook useLocalStoragePoolMigration checks:

1. localStorage.getItem("omniroute:quota-share:pools") is non-empty.
2. GET /api/quota/pools returns [] (DB is empty).

If both are true, it posts each legacy pool to POST /api/quota/pools in batch, then removes the localStorage key. The migration is idempotent: condition 2 prevents re-migration.

---

Internal Strategy Classification

quota-share is an internal-only routing strategy (INTERNAL_ROUTING_STRATEGY_VALUES in src/shared/constants/routingStrategies.ts). It is used exclusively by system-minted qtSd/ pool combos and is deliberately excluded from ROUTING_STRATEGY_VALUES so it never appears as a user-selectable option in the UI or API.

---

Test Coverage

Two layers of automated coverage ship with the quota-share engine:

Suite	Command	What it covers
Unit (29 tests)	node --import tsx/esm --test tests/unit/quota-share-strategy.test.ts	DRR scheduler, saturation gating, concurrency caps, fairShare math, backlog queueing
Integration matrix	npm run test:combo:matrix	End-to-end routing decision through the real combo pipeline; DRR fairness + saturation deprioritization via live seams (registerQuotaFetcher, setLKGP, __setHeadroomSaturationFetcherForTests)

The integration matrix runs in CI alongside all 19 public strategies. The unit suite can be run standalone.

---

DB Schema Summary

Three tables added by migrations 078, 079 and 085:

• quota_pools + quota_allocations — pool definitions and per-key allocations.
• quota_consumption — rolling 2-bucket counters per (apiKeyId, dimensionKey).
• provider_plans — manual provider plan overrides (dimensions JSON per connectionId).

All tables added via idempotent CREATE TABLE IF NOT EXISTS migrations.

---

OmniRoute source repository (a58000c7685f)