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feat: audit log, usage tracking UI, OpenAI orchestrator compaction, onboarding + docs

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Tool audit log:
- Every orchestrator tool call logged to home/{user}/tool_audit/YYYY-MM-DD.jsonl
- Files panel sidebar: audit log group (collapsed), date-linked read-only table
- Admin endpoints: /api/audit/files, /api/audit/day, /api/audit/recent, /api/audit/stats
- Engine and model name recorded per entry

OpenAI orchestrator improvements:
- Context budget enforcement: 75% of model context_k (min 16k)
- Message compaction: truncates old tool results when approaching budget
- max_rounds respected per model config (intersected with server cap)

OpenRouter onboarding (setup.html, onboarding.py, app.js, settings.html):
- Step 3 of 3: /setup/model with curated model picker
- Chat banner for users on server-default model (informational, not alarmist)
- Settings quick-link card; /setup/model works standalone for existing users

Model registry + session store:
- set_role_config / get_role_config for per-role tool lists and system_append
- session_store: session rename, session name backfill endpoint

UI updates (app.js, index.html, style.css, local_llm.html):
- Role toggle in context panel
- Off-the-record mode
- Agent notes read-only viewer
- OPERATIONS.md loaded at T2+ in context

Documentation:
- HELP.md: full tool table, per-role tool sets, Agent Notes, usage tracking
- TOOLS.md: Agent Notes section, count corrected to 44
- ARCH__SYSTEM.md, ARCH__BACKENDS.md, MASTER.md updated to match reality
- CLAUDE.md: onboarding flow, documentation philosophy sections
- README.md: stack in practice, DeepSeek TUI mention, architecture diagram updated
- TODO__Agents.md: onboarding task completed with deviation notes

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Scott Idem
2026-05-08 21:26:43 -04:00
parent c02d2462b0
commit f8f7cd75da
25 changed files with 1088 additions and 151 deletions
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136
cortex/routers/onboarding.py
View File

@@ -1,11 +1,13 @@
"""
Onboarding router — invite-based setup + persona creation.
Onboarding router — invite-based setup + persona creation + model connect.
Routes:
GET /setup/{token} → show password setup form (step 1)
POST /setup/{token} → set password, redirect to persona step
GET /setup/persona → show persona creation form (step 2, requires auth)
POST /setup/persona → create persona, redirect to /{user}/{persona}
POST /setup/persona → create persona, redirect to /setup/model
GET /setup/model → OpenRouter quick-connect (step 3, also standalone)
POST /setup/model → save host + model + assign to chat role, redirect to chat
"""
import logging
@@ -21,6 +23,7 @@ from auth_utils import (
)
from persona_template import create_persona
from persona import list_user_personas, validate as validate_persona
import model_registry
logger = logging.getLogger(__name__)
router = APIRouter(prefix="/setup")
@@ -114,7 +117,11 @@ async def persona_submit(
description=description.strip(),
)
logger.info("persona created: %s/%s", username, persona_name)
return RedirectResponse(f"/{username}/{persona_name}", status_code=302)
# Step 3: guided model setup before entering the chat
resp = RedirectResponse("/setup/model", status_code=302)
# Remember which persona to land on after model setup
resp.set_cookie("cx_setup_persona", f"{username}/{persona_name}", max_age=3600, httponly=True, samesite="lax")
return resp
# ---------------------------------------------------------------------------
@@ -178,3 +185,126 @@ async def setup_submit(
return resp
return HTMLResponse(_setup_page("Unknown step."), status_code=400)
# ---------------------------------------------------------------------------
# Step 3 — model connect (OpenRouter quick-connect, also standalone)
# ---------------------------------------------------------------------------
# Curated model list shown in the Step 3 dropdown.
_OPENROUTER_MODELS = [
("anthropic/claude-3-5-haiku-20241022", "Claude 3.5 Haiku — Fast & affordable"),
("anthropic/claude-3-7-sonnet-20250219", "Claude 3.7 Sonnet — Smarter Claude"),
("google/gemini-2.0-flash-001", "Gemini 2.0 Flash — Fast Google model"),
("meta-llama/llama-3.3-70b-instruct", "Llama 3.3 70B — Open source"),
]
def _model_page(error: str = "", from_setup: bool = False) -> str:
html = (_STATIC / "setup.html").read_text()
# Hide steps 1 and 2 inline; show step 3
html = html.replace('<div id="step-password">', '<div id="step-password" style="display:none">')
html = html.replace('<div id="step-persona" style="display:none">', '<div id="step-persona" style="display:none">')
html = html.replace('<div id="step-model" style="display:none">', '<div id="step-model">')
if from_setup:
html = html.replace("<!-- SETUP_STEP3_LABEL -->", "Step 3 of 3")
if error:
html = html.replace("<!-- ERROR_MODEL -->", f'<p class="error">{error}</p>')
return html
@router.post("/model/skip", include_in_schema=False)
async def model_skip(request: Request):
"""Skip model setup — redirect to the remembered persona or user root."""
from auth_utils import decode_token
import jwt
token = request.cookies.get(COOKIE_NAME)
username = None
if token:
try:
username = decode_token(token)
except jwt.InvalidTokenError:
pass
dest_cookie = request.cookies.get("cx_setup_persona", "")
dest = f"/{dest_cookie}" if dest_cookie else (f"/{username}" if username else "/")
resp = RedirectResponse(dest, status_code=302)
resp.delete_cookie("cx_setup_persona")
return resp
@router.get("/model", include_in_schema=False)
async def model_page(request: Request):
from auth_utils import decode_token
import jwt
token = request.cookies.get(COOKIE_NAME)
if not token:
return RedirectResponse("/login", status_code=302)
try:
decode_token(token)
except jwt.InvalidTokenError:
return RedirectResponse("/login", status_code=302)
from_setup = bool(request.cookies.get("cx_setup_persona"))
return HTMLResponse(_model_page(from_setup=from_setup))
@router.post("/model", include_in_schema=False)
async def model_submit(
request: Request,
api_key: str = Form(...),
model_name: str = Form(...),
):
from auth_utils import decode_token
import jwt
token = request.cookies.get(COOKIE_NAME)
if not token:
return RedirectResponse("/login", status_code=302)
try:
username = decode_token(token)
except jwt.InvalidTokenError:
return RedirectResponse("/login", status_code=302)
api_key = api_key.strip()
model_name = model_name.strip()
if not api_key:
from_setup = bool(request.cookies.get("cx_setup_persona"))
return HTMLResponse(_model_page("API key is required.", from_setup=from_setup), status_code=422)
# Save OpenRouter as a host
host_id = model_registry.save_host(
username=username,
host_id=None,
label="OpenRouter",
api_url="https://openrouter.ai/api/v1",
api_key=api_key,
host_type="openai",
)
# Find label for selected model
label = next((lbl for mn, lbl in _OPENROUTER_MODELS if mn == model_name), model_name)
label = label.split(" — ")[0] # keep just the model name part
# Save model entry
mid = model_registry.save_model(
username=username,
model_id=None,
host_id=host_id,
label=label,
model_name=model_name,
context_k=128,
tools=True,
)
# Assign as chat role primary
model_registry.set_role(username, "chat", "primary", mid)
logger.info("openrouter setup complete: %s → %s", username, model_name)
# Redirect to chat (use remembered persona, or user root)
dest_cookie = request.cookies.get("cx_setup_persona", "")
dest = f"/{dest_cookie}" if dest_cookie else f"/{username}"
resp = RedirectResponse(dest, status_code=302)
resp.delete_cookie("cx_setup_persona")
return resp