feat: schedules UI, task cron type, monthly/yearly schedules, AE DB tools, integrations page

- Schedules web UI (/settings/crons): list, add, edit, pause/resume, delete jobs - cron task type: full orchestrator tool loop on a schedule, result → notification channel - parse_schedule: monthly/yearly formats (monthly:DD:HH:MM, yearly:MM:DD:HH:MM) - HA inbound webhook tools toggle: orchestrator loop vs. direct LLM, configurable in UI - ae_db_query/describe/show_view: SELECT-only Aether MariaDB access (admin, per-user creds) - /settings/integrations: admin-only page for Aether DB credentials - Schedules nav link added to all settings pages - pymysql added to requirements - Docs updated: HELP.md, MASTER.md, CLAUDE.md Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13 21:06:43 -04:00
parent 96b3c796c5
commit 70665fadff
20 changed files with 1362 additions and 33 deletions
--- a/cortex/static/HELP.md
+++ b/cortex/static/HELP.md
@@ -6,7 +6,7 @@
     and are appended automatically by help.html when present.
 -->

-*Last updated: 2026-05-12*
+*Last updated: 2026-05-13*

 ---

@@ -82,7 +82,7 @@ Orchestrated sessions persist to history exactly like regular chat.

 ### Available Tools

-62 tools across 16 categories. Each tool schema is sent to the model on every orchestrated call — fewer active tools means fewer tokens per call.
+65 tools across 17 categories. Each tool schema is sent to the model on every orchestrated call — fewer active tools means fewer tokens per call.

 | Category | Tools |
 |---|---|
@@ -99,13 +99,15 @@ Orchestrated sessions persist to history exactly like regular chat.
 | **Notifications** | `web_push`, `email_send`, `nc_talk_send`, `nc_talk_history` |
 | **Aether Journals** | `ae_journal_list/search`, `ae_journal_entries_list`, `ae_journal_entry_read/create/update/disable/append/prepend` |
 | **Aether Tasks** | `ae_task_list` |
+| **Aether Database** (admin) | `ae_db_query`, `ae_db_describe`, `ae_db_show_view` |
 | **Agent Notes** | `agent_notes_read`, `agent_notes_write`, `agent_notes_append`, `agent_notes_clear` |
 | **Agents** | `spawn_agent` |
 | **Home Assistant** | `ha_get_state`, `ha_get_states`, `ha_call_service` |

-Files, Shell, System, Agents, and some Notification/Web tools are **admin-only** and not visible to regular users.
+Files, Shell, System, Aether Database, Agents, and some Notification/Web tools are **admin-only** and not visible to regular users.
 `http_post` requires a URL prefix allowlist in `home/{user}/http_allowlist.json`.
 `nc_talk_history` requires `nc_username` and `nc_app_password` in `channels.json` under `nextcloud`.
+`ae_db_*` tools require Aether DB credentials configured in **Integrations** settings. All queries are SELECT-only — no writes possible.

 ### Per-Role Tool Sets

@@ -175,7 +177,8 @@ Each response shows a **model tag** (bottom-right of message) with the model lab
 | **Account** | View your username, role badge (Admin / User), rename your username |
 | **Connected Accounts** | See which Google account is linked for OAuth sign-in |
 | **Email Allowlist** | Regex patterns controlling which addresses the `email_send` tool can reach |
-| **Notifications** | Dedicated page — set channel (Browser Push, NC Talk, Google Chat, email) for proactive messages; test buttons for instant verification |
+| **Notifications** | Dedicated page — set channel (Browser Push, NC Talk, Google Chat, email) for proactive messages; configure Home Assistant inbound webhook; test buttons for instant verification |
+| **Schedules** | View, add, edit, pause, and delete scheduled jobs directly — without going through the AI |
 | **Tool Permissions** | Allow or block specific orchestrator tools for your account |
 | **Usage** | Token consumption by model — see below |
 | **Browser Cache** | Clear UI preferences stored locally (theme, font size, session ID, etc.) |
@@ -382,6 +385,53 @@ Distillation builds up the memory layers from raw session logs. Runs automatical

 ---

+## Scheduled Jobs
+
+Cortex can run recurring jobs on a schedule — reminders, daily briefings, automated research, and more. Manage them by asking Inara to set them up, or go directly to **☰ → Account → Schedules**.
+
+### Job Types
+
+| Type | What it does |
+|---|---|
+| `remind` | Appends to `REMINDERS.md` — automatically surfaced in chat context |
+| `note` | Appends to `SCRATCH.md` — read on demand via the scratchpad |
+| `message` | Sends the payload text directly to your notification channel |
+| `brief` | Calls the AI with your payload as the prompt, sends the response to your notification channel. Good for morning briefings, check-ins. |
+| `task` | Runs the full orchestrator tool loop with your payload as the request, sends Claude's response to your notification channel. Use this for agentic scheduled work: research, file updates, summaries that need tool access. |
+
+For `task` jobs: tools that require confirmation are skipped in scheduled context. Pre-approve them in **Settings → Tools** to allow them in scheduled tasks.
+
+### Schedule Formats
+
+| Format | When it runs |
+|---|---|
+| `hourly` | Every hour at :00 |
+| `daily` | Every day at 09:00 |
+| `daily:HH:MM` | Every day at the specified time |
+| `weekly:DOW` | Every specified day at 09:00 (e.g. `weekly:mon`) |
+| `weekly:DOW:HH:MM` | Every specified day at the specified time (e.g. `weekly:fri:17:00`) |
+| `monthly` | 1st of every month at 09:00 |
+| `monthly:DD` | Specific day of month at 09:00 (e.g. `monthly:15`) |
+| `monthly:DD:HH:MM` | Specific day of month at the specified time |
+| `yearly:MM:DD` | Every year on that date at 09:00 — for birthdays, anniversaries (e.g. `yearly:03:15`) |
+| `yearly:MM:DD:HH:MM` | Every year on that date at the specified time |
+
+DOW values: `mon tue wed thu fri sat sun`. All times are server-local.
+
+Schedules take effect immediately when added or edited — no restart needed. Paused jobs stay in the list and can be resumed at any time.
+
+### Home Assistant Integration
+
+HA automations can trigger Inara via webhook. Configure in **Notifications → Home Assistant → Inbound webhook**:
+
+- Set a **Webhook ID** (long random string — this is your secret URL component)
+- Your endpoint: `https://cortex.dgrzone.com/webhook/ha/{username}/{webhook_id}`
+- **Enable orchestrator tools** — when checked, HA events trigger the full tool loop; when unchecked, events get a direct LLM response (faster, no tools)
+
+HA payload fields recognized: `message`, `entity_id`, `state`, `trigger`, `event`, `area`.
+
+---
+
 ## Keyboard Shortcuts

 | Keys | Action |
--- a/cortex/static/crons.html
+++ b/cortex/static/crons.html
@@ -0,0 +1,150 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+  <meta charset="UTF-8">
+  <meta name="viewport" content="width=device-width, initial-scale=1.0">
+  <title>Cortex — Schedules</title>
+  <link rel="preconnect" href="https://fonts.googleapis.com">
+  <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
+  <link href="https://fonts.googleapis.com/css2?family=Inter:wght@100..900&display=swap" rel="stylesheet">
+  <link rel="stylesheet" href="/static/pg.css">
+  <script>(function(){var t=localStorage.getItem('theme')||(window.matchMedia('(prefers-color-scheme: dark)').matches?'dark':'light');document.documentElement.setAttribute('data-theme',t);})();</script>
+  <style>
+    .cron-table {
+      width: 100%; border-collapse: collapse; font-size: 0.82rem;
+      margin-bottom: 1.5rem;
+    }
+    .cron-table th {
+      text-align: left; padding: 0.4rem 0.6rem;
+      border-bottom: 2px solid var(--pg-border);
+      color: var(--pg-muted); font-weight: 600; font-size: 0.75rem;
+      text-transform: uppercase; letter-spacing: 0.04em;
+    }
+    .cron-table td {
+      padding: 0.5rem 0.6rem; border-bottom: 1px solid var(--pg-border);
+      vertical-align: middle;
+    }
+    .cron-table tr:last-child td { border-bottom: none; }
+    .cron-table tr:hover td { background: var(--pg-hover); }
+
+    .badge {
+      display: inline-block; padding: 0.15rem 0.45rem;
+      border-radius: 4px; font-size: 0.72rem; font-weight: 600;
+      text-transform: uppercase; letter-spacing: 0.03em;
+    }
+    .badge-enabled  { background: color-mix(in srgb, var(--pg-accent) 18%, transparent); color: var(--pg-accent); }
+    .badge-paused   { background: color-mix(in srgb, var(--pg-muted) 18%, transparent);  color: var(--pg-muted); }
+    .badge-remind   { background: color-mix(in srgb, #a78bfa 15%, transparent); color: #a78bfa; }
+    .badge-note     { background: color-mix(in srgb, #60a5fa 15%, transparent); color: #60a5fa; }
+    .badge-message  { background: color-mix(in srgb, #34d399 15%, transparent); color: #34d399; }
+    .badge-brief    { background: color-mix(in srgb, #fb923c 15%, transparent); color: #fb923c; }
+    .badge-task     { background: color-mix(in srgb, #f472b6 15%, transparent); color: #f472b6; }
+
+    .cron-actions { display: flex; gap: 0.35rem; }
+    .btn-cron {
+      padding: 0.2rem 0.55rem; border-radius: 4px; border: 1px solid var(--pg-border);
+      background: transparent; color: var(--pg-muted); font-size: 0.75rem; cursor: pointer;
+      font-family: inherit;
+    }
+    .btn-cron:hover { border-color: var(--pg-accent); color: var(--pg-accent); }
+    .btn-cron-del:hover { border-color: var(--pg-danger, #ef4444); color: var(--pg-danger, #ef4444); }
+    .btn-cron-del { color: var(--pg-dimmer); }
+
+    .payload-cell {
+      max-width: 240px; overflow: hidden; text-overflow: ellipsis;
+      white-space: nowrap; color: var(--pg-dimmer);
+    }
+
+    .persona-group { margin-bottom: 0.25rem; }
+    .persona-group-label {
+      font-size: 0.72rem; font-weight: 700; text-transform: uppercase;
+      letter-spacing: 0.06em; color: var(--pg-dimmer); margin: 1.25rem 0 0.5rem;
+    }
+
+    .empty-state {
+      text-align: center; padding: 2rem 1rem;
+      color: var(--pg-dimmer); font-size: 0.85rem;
+      border: 1px dashed var(--pg-border); border-radius: 8px;
+      margin-bottom: 1.5rem;
+    }
+
+    .add-form-grid {
+      display: grid; grid-template-columns: 1fr 1fr; gap: 0 0.75rem;
+    }
+    .add-form-grid .field-full { grid-column: 1 / -1; }
+  </style>
+</head>
+<body>
+  <nav class="page-nav">
+    <a href="{{ back_href }}" class="nav-link">← Chat</a>
+    <a href="{{ help_href }}" class="nav-link">Help</a>
+    <a href="/settings" class="nav-link">Settings</a>
+    <a href="/settings/notifications" class="nav-link">Notifications</a>
+    <a href="/settings/tools" class="nav-link">Tools</a>
+    <a href="/settings/crons" class="nav-link active">Schedules</a>
+    {{ integrations_nav }}
+    <span class="nav-spacer"></span>
+    <a href="/logout" class="nav-link nav-logout">Sign out</a>
+  </nav>
+  <div class="page-wrap">
+    <h1 class="page-title">Schedules</h1>
+    <p class="page-subtitle">Recurring jobs — reminders, notes, briefings, and agentic tasks.</p>
+
+    <!-- SUCCESS -->
+    <!-- ERROR -->
+
+    <!-- Edit form (shown only when editing) -->
+    {{ edit_html }}
+
+    <!-- Cron list -->
+    {{ cron_list_html }}
+
+    <!-- Add new cron -->
+    <div class="section">
+      <h2>Add schedule</h2>
+      <form method="POST" action="/settings/crons/add">
+        <div class="add-form-grid">
+          <div class="field">
+            <label for="add_persona">Persona</label>
+            <select id="add_persona" name="persona">
+              {{ persona_options }}
+            </select>
+          </div>
+          <div class="field">
+            <label for="add_job_type">Type</label>
+            <select id="add_job_type" name="job_type">
+              <option value="remind">remind — append to REMINDERS.md</option>
+              <option value="note">note — append to SCRATCH.md</option>
+              <option value="message">message — send payload as-is</option>
+              <option value="brief">brief — LLM response, no tools</option>
+              <option value="task">task — full orchestrator tool loop</option>
+            </select>
+          </div>
+          <div class="field">
+            <label for="add_label">Label</label>
+            <input type="text" id="add_label" name="label"
+                   placeholder="Monday morning summary"
+                   required autocomplete="off">
+          </div>
+          <div class="field">
+            <label for="add_schedule">Schedule</label>
+            <input type="text" id="add_schedule" name="schedule"
+                   placeholder="weekly:mon:08:00"
+                   required autocomplete="off" spellcheck="false">
+            <p class="hint">
+              hourly · daily · daily:HH:MM · weekly:DOW · weekly:DOW:HH:MM ·
+              monthly · monthly:DD · monthly:DD:HH:MM · yearly:MM:DD · yearly:MM:DD:HH:MM
+            </p>
+          </div>
+          <div class="field field-full">
+            <label for="add_payload">Payload / prompt</label>
+            <textarea id="add_payload" name="payload" rows="3"
+                      placeholder="Check my open tasks and send a summary." required></textarea>
+          </div>
+        </div>
+        <button type="submit" class="btn-submit">Add schedule</button>
+      </form>
+    </div>
+  </div>
+</body>
+</html>
--- a/cortex/static/help.html
+++ b/cortex/static/help.html
@@ -94,6 +94,8 @@
    <a href="/settings" class="nav-link" id="nav-settings">Settings</a>
    <a href="/settings/notifications" class="nav-link">Notifications</a>
    <a href="/settings/tools" class="nav-link">Tools</a>
+    <a href="/settings/crons" class="nav-link">Schedules</a>
+    {{ integrations_nav }}
    <span class="nav-spacer"></span>
    <a href="/logout" class="nav-link nav-logout">Sign out</a>
  </nav>
--- a/cortex/static/integrations.html
+++ b/cortex/static/integrations.html
@@ -0,0 +1,124 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+  <meta charset="UTF-8">
+  <meta name="viewport" content="width=device-width, initial-scale=1.0">
+  <title>Cortex — Integrations</title>
+  <link rel="preconnect" href="https://fonts.googleapis.com">
+  <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
+  <link href="https://fonts.googleapis.com/css2?family=Inter:wght@100..900&display=swap" rel="stylesheet">
+  <link rel="stylesheet" href="/static/pg.css">
+  <script>(function(){var t=localStorage.getItem('theme')||(window.matchMedia('(prefers-color-scheme: dark)').matches?'dark':'light');document.documentElement.setAttribute('data-theme',t);})();</script>
+  <style>
+    details.channel-block {
+      border: 1px solid var(--pg-border); border-radius: 8px;
+      margin-bottom: 0.75rem; overflow: hidden;
+    }
+    details.channel-block summary {
+      padding: 0.75rem 1rem; font-size: 0.85rem; font-weight: 600;
+      color: var(--pg-muted); cursor: pointer; list-style: none;
+      display: flex; align-items: center; gap: 0.5rem;
+      user-select: none; background: var(--pg-bg);
+    }
+    details.channel-block summary::-webkit-details-marker { display: none; }
+    details.channel-block summary::before {
+      content: '▶'; font-size: 0.65rem; color: var(--pg-dimmer);
+      transition: transform 0.15s; flex-shrink: 0;
+    }
+    details.channel-block[open] summary::before { transform: rotate(90deg); }
+    details.channel-block[open] summary { border-bottom: 1px solid var(--pg-border); }
+    .channel-block-body { padding: 1rem 1rem 0.25rem; }
+    .channel-hint {
+      font-size: 0.75rem; color: var(--pg-dimmer);
+      margin-top: -0.6rem; margin-bottom: 1rem; line-height: 1.5;
+    }
+    .field-row {
+      display: grid; grid-template-columns: 1fr auto; gap: 0.75rem; align-items: end;
+    }
+    .field-row .field { margin-bottom: 0; }
+    .field-narrow input { max-width: 120px; }
+  </style>
+</head>
+<body>
+  <nav class="page-nav">
+    <a href="{{ back_href }}" class="nav-link">← Chat</a>
+    <a href="{{ help_href }}" class="nav-link">Help</a>
+    <a href="/settings" class="nav-link">Settings</a>
+    <a href="/settings/notifications" class="nav-link">Notifications</a>
+    <a href="/settings/tools" class="nav-link">Tools</a>
+    <a href="/settings/crons" class="nav-link">Schedules</a>
+    <a href="/settings/integrations" class="nav-link active">Integrations</a>
+    <span class="nav-spacer"></span>
+    <a href="/logout" class="nav-link nav-logout">Sign out</a>
+  </nav>
+  <div class="page-wrap">
+    <h1 class="page-title">Integrations</h1>
+    <p class="page-subtitle">External service connections — admin only.</p>
+
+    <!-- SUCCESS -->
+    <!-- ERROR -->
+
+    <form method="POST" action="/settings/integrations">
+
+      <!-- Aether Platform Database -->
+      <div class="section">
+        <h2>Aether Platform Database</h2>
+        <p class="section-note">
+          Gives the orchestrator direct read-only access to the Aether MariaDB via the
+          <code>ae_db_query</code>, <code>ae_db_describe</code>, and <code>ae_db_show_view</code> tools.
+          Only SELECT, SHOW, DESCRIBE, and EXPLAIN are permitted — no writes possible.
+        </p>
+
+        <details class="channel-block" {{ ae_db_host and 'open' or '' }}>
+          <summary>Connection</summary>
+          <div class="channel-block-body">
+            <p class="channel-hint">
+              Use the same credentials as <code>agents_sync/mcp/scripts/sql_inspector.py</code>.
+              The password field is left blank in the form — leave it blank to keep the stored value.
+            </p>
+            <div class="field-row">
+              <div class="field">
+                <label for="ae_db_host">Host</label>
+                <input type="text" id="ae_db_host" name="ae_db_host"
+                       value="{{ ae_db_host }}"
+                       placeholder="192.168.64.5"
+                       autocomplete="off" spellcheck="false">
+              </div>
+              <div class="field field-narrow">
+                <label for="ae_db_port">Port</label>
+                <input type="number" id="ae_db_port" name="ae_db_port"
+                       value="{{ ae_db_port }}"
+                       placeholder="3306" min="1" max="65535"
+                       autocomplete="off">
+              </div>
+            </div>
+            <div class="field">
+              <label for="ae_db_name">Database name</label>
+              <input type="text" id="ae_db_name" name="ae_db_name"
+                     value="{{ ae_db_name }}"
+                     placeholder="aether_dev"
+                     autocomplete="off" spellcheck="false">
+            </div>
+            <div class="field">
+              <label for="ae_db_user">Username</label>
+              <input type="text" id="ae_db_user" name="ae_db_user"
+                     value="{{ ae_db_user }}"
+                     placeholder="aether_dev"
+                     autocomplete="off" spellcheck="false">
+            </div>
+            <div class="field">
+              <label for="ae_db_password">Password</label>
+              <input type="password" id="ae_db_password" name="ae_db_password"
+                     value=""
+                     placeholder="Leave blank to keep existing value"
+                     autocomplete="new-password" spellcheck="false">
+            </div>
+          </div>
+        </details>
+      </div>
+
+      <button type="submit" class="btn-submit">Save integrations</button>
+    </form>
+  </div>
+</body>
+</html>
--- a/cortex/static/notifications.html
+++ b/cortex/static/notifications.html
@@ -60,6 +60,8 @@
    <a href="/settings" class="nav-link">Settings</a>
    <a href="/settings/notifications" class="nav-link active">Notifications</a>
    <a href="/settings/tools" class="nav-link">Tools</a>
+    <a href="/settings/crons" class="nav-link">Schedules</a>
+    {{ integrations_nav }}
    <span class="nav-spacer"></span>
    <a href="/logout" class="nav-link nav-logout">Sign out</a>
  </nav>
@@ -214,6 +216,13 @@
                     autocomplete="off" spellcheck="false">
              <p class="hint">Treat this like a password — use a long, random string.</p>
            </div>
+            <div class="field">
+              <label class="checkbox-label">
+                <input type="checkbox" name="ha_tools" value="1" {{ ha_tools_checked }}>
+                Enable orchestrator tools
+              </label>
+              <p class="hint">When checked, HA events trigger the full tool loop (research, home control, tasks). When unchecked, events get a direct LLM response — faster but no tools.</p>
+            </div>
          </div>
        </details>
      </div>
--- a/cortex/static/settings.html
+++ b/cortex/static/settings.html
@@ -88,6 +88,8 @@
    <a href="/settings" class="nav-link active">Settings</a>
    <a href="/settings/notifications" class="nav-link">Notifications</a>
    <a href="/settings/tools" class="nav-link">Tools</a>
+    <a href="/settings/crons" class="nav-link">Schedules</a>
+    {{ integrations_nav }}
    <span class="nav-spacer"></span>
    <a href="/logout" class="nav-link nav-logout">Sign out</a>
  </nav>
--- a/cortex/static/tools_settings.html
+++ b/cortex/static/tools_settings.html
@@ -107,6 +107,8 @@
  <a href="/settings" class="nav-link">Settings</a>
  <a href="/settings/notifications" class="nav-link">Notifications</a>
  <a href="/settings/tools" class="nav-link active">Tools</a>
+  <a href="/settings/crons" class="nav-link">Schedules</a>
+  {{ integrations_nav }}
  <span class="nav-spacer"></span>
  <a href="/logout" class="nav-link nav-logout">Sign out</a>
 </nav>