feat: custom roles, Tailwind settings pages, pg.css fixes, doc cleanup

Model Registry:
- Add per-user custom roles (add/remove via UI); required roles chat/orchestrator/distill
  are always present and cannot be removed
- Auto-migrate legacy .env-defined roles to custom_roles on first access
- Role config panel (gear): Remove role button moved inside panel; required badge below name
- Role select: Primary + Backup slots only (was three)

Settings pages — Tailwind CSS migration (CDN, preflight: false):
- local_llm.html, settings.html, help.html, notifications.html, tools_settings.html,
  crons.html, integrations.html all migrated; pg-* color tokens; dark/light via data-theme

pg.css fixes:
- input[type=checkbox/radio]: width: auto — prevents pg.css width:100% from stretching checkboxes
- btn-submit: responsive sizing via Tailwind w-full md:w-96 on each button (no longer full-width on desktop)

Documentation:
- MASTER.md, TODO__Agents.md: remove "/ Inara" from titles; description updated to "per-user AI personas"
- HELP.md: persona-agnostic language throughout (NC Talk, Google Chat, push, schedules, HA sections);
  roles section restructured to show required vs. custom roles with examples
- notifications.html: subtitle and HA description use "your persona" not "Inara"

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Scott Idem
2026-05-15 21:03:11 -04:00
parent 070f1ce156
commit 7a27190ffe
13 changed files with 1224 additions and 953 deletions

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@@ -1,4 +1,4 @@
# Cortex / Inara — Master Index
# Cortex — Master Index
> Start here. This document is a map, not a manual.
> Last updated: 2026-05-13
@@ -10,7 +10,7 @@
## What It Is
Cortex is a self-hosted personal AI platform. It routes messages from any input channel to AI backends, manages a resident agent (Inara) with persistent memory, and coordinates across a fleet of machines. It is infrastructure, not a product.
Cortex is a self-hosted personal AI platform. It routes messages from any input channel to AI backends, manages per-user AI personas with persistent memory, and coordinates across a fleet of machines. It is infrastructure, not a product.
**Running at:** `https://cortex.dgrzone.com` | `systemctl --user restart cortex`
@@ -43,7 +43,7 @@ Cortex is a self-hosted personal AI platform. It routes messages from any input
| Distill safety | ✅ Live | Per-persona asyncio lock, per-endpoint cooldowns, Rebuild option |
| Guided onboarding | ✅ Live | Setup Step 3 for OpenRouter; existing-user banner; settings quick-link |
**65 orchestrator tools** across 17 domain modules — added 2026-05-12: `file_diff`, `git_status` / `git_log` / `git_diff` (read-only git inspection), `ae_db_query` / `ae_db_describe` / `ae_db_show_view` (SELECT-only Aether MariaDB access, admin, per-user credentials). `/settings/integrations` page added (admin-only). File attachments in chat (images for vision-capable local models; text/code files for all backends). Settings pages unified under `pg.css`. Added 2026-05-13: `task` cron type (full orchestrator loop on a schedule); monthly/yearly schedule formats (`monthly`, `monthly:DD:HH:MM`, `yearly:MM:DD:HH:MM`); Schedules web UI at `/settings/crons` (list, add, edit, pause, delete); HA inbound webhook tools toggle (orchestrator vs. direct LLM); Anthropic API key backend (`anthropic_api` model type via Anthropic SDK — alternative to CLI OAuth).
**65 orchestrator tools** across 17 domain modules — added 2026-05-12: `file_diff`, `git_status` / `git_log` / `git_diff` (read-only git inspection), `ae_db_query` / `ae_db_describe` / `ae_db_show_view` (SELECT-only Aether MariaDB access, admin, per-user credentials). `/settings/integrations` page added (admin-only). File attachments in chat (images for vision-capable local models; text/code files for all backends). Settings pages unified under `pg.css`. Added 2026-05-13: `task` cron type (full orchestrator loop on a schedule); monthly/yearly schedule formats (`monthly`, `monthly:DD:HH:MM`, `yearly:MM:DD:HH:MM`); Schedules web UI at `/settings/crons` (list, add, edit, pause, delete); HA inbound webhook tools toggle (orchestrator vs. direct LLM); Anthropic API key backend (`anthropic_api` model type via Anthropic SDK — alternative to CLI OAuth); Cloud APIs catalog in Model Registry — named provider picker (OpenRouter, OpenAI, Groq, X.ai/Grok, Together.ai, Fireworks.ai, Custom) with auto-filled URLs; hosts split into Cloud APIs / Local Hosts sections. Added 2026-05-15: Per-user custom roles — three required roles (`chat`, `orchestrator`, `distill`) are always present; users can add/remove custom roles (e.g. `coder`, `research`) via the Model Registry UI; existing `.env`-defined roles auto-migrated. Settings pages (`local_llm.html` + all settings pages) migrated to Tailwind CSS CDN (no build step); `preflight: false` preserves `pg.css` base styles; `input[type=checkbox/radio]` global width fix in `pg.css`; `btn-submit` now responsive (`w-full md:w-96`).
**Active users / personas:** scott/inara, holly/tina, brian/wintermute

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# Cortex / Inara — Agent Task List
# Cortex — Agent Task List
> Read this file before starting any work on this project.
> **Status:** Active development — ongoing.