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>
This commit is contained in:
Scott Idem
2026-05-13 21:06:43 -04:00
parent 96b3c796c5
commit 70665fadff
20 changed files with 1362 additions and 33 deletions

View File

@@ -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 |