Tool schema optimization (PLAN__Tool_Schema_Optimization.md Phases 1-3):
- model_registry.py: ROLE_DEFAULT_TOOLS — distill gets [], research/coder get
narrow tool lists by default; applied in get_role_config() when user hasn't
configured a custom list
- openai_orchestrator.py: keyword routing via narrow_tools_by_keywords() — scans
user message + last assistant turn; narrows active schemas to matched categories
only (e.g. "weather" → 3 web tools instead of 69); zero tools sent for pure chat
- openai_orchestrator.py: _get_cached_tools() — module-level schema cache keyed by
(role, sorted_tool_list, risk_params); eliminates redundant schema rebuilds
- openai_orchestrator.py: _TOOL_SCHEMA_OVERHEAD 3000 → 500 tokens (schemas now
excluded from the per-call fixed estimate since they're cached separately)
- tools/__init__.py: CATEGORY_TOOL_MAP + _KEYWORD_CATEGORY_MAP + classify_tool_categories()
+ narrow_tools_by_keywords() — the classifier logic lives here so both orchestrators
can share it
aider_run tool (cortex/tools/aider.py):
- Invokes Aider as a subprocess with --message --yes-always --no-pretty --no-stream
- Project aliases: cortex / aether_api / aether_frontend / aether_container
- Auto-injects OpenRouter API key from Cortex model registry (no ~/.env needed)
- background=True fires async + registers in agent_manager; notify=True sends push
notification on completion
- admin-only, confirm-required, TOOL_RISK=high
- .gitignore: added .aider.chat.history.md / .aider.input.history / .aider.llm.history
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
All user persona data (memory, tasks, crons, identity files, sessions)
was previously committed. This removes it from tracking and adds home/
to .gitignore — files remain on disk and will continue to sync via
Syncthing. Backup should be handled via encrypted per-user means.
Also added: cortex/.env*.bak and cortex/=* (pip artifact) to gitignore.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New endpoints: POST /channels/google-chat/{username} and /webhook/nextcloud/{username}
- Channel secrets/config live in home/{username}/channels.json (gitignored)
- auth_utils: get_user_channels() helper reads channels.json
- Both routers load persona, audience/secret, backend, timeout per user;
set_context() wires the correct persona before building the system prompt
- Removed server-level channel settings from config.py and .env —
no user gets a channel until they create their own channels.json
- .gitignore: home/**/channels.json added
To migrate: update Google Chat Add-on webhook URL to /channels/google-chat/{username}
and re-register NC Talk bot at /webhook/nextcloud/{username}
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- cortex/static/HELP.md: shared Help & Reference base served to all users
- help.html: loads shared base + appends persona-specific HELP.md if present
- inara/HELP.md: cleared (content moved to shared base)
- Google OAuth: registered scott.idem@oneskyit.com; flow now working end-to-end
- .gitignore: exclude home/**/sessions/ (runtime logs)
- New personas tracked: home/holly/persona/donut/, home/scott/persona/developer/
- Removed orphans: holly/, personas/, cortex-holly.service
- CLAUDE.md: updated current state and recently completed list to 2026-03-27
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- session_store: store sessions under home/{user}/persona/{name}/session_data/
instead of the shared cortex/data/sessions/ bucket
- chat endpoints: add user/persona query params to /sessions, /history/*,
/sessions/*, /note so they resolve the correct persona context
- files router: add user/persona query params to /files and /files/{name}
so the file browser loads the right persona's files
- app.js: pass user/persona on all session, history, and file fetches;
move _fileParams to top-level scope so it is available everywhere
- onboarding: fix FastAPI route ordering — register /persona before /{token}
so the literal path wins and does not get captured as a token value
- ui.py: read Emoji field from IDENTITY.md and inject into CORTEX_CONFIG
so the header icon reflects each persona's chosen emoji
- .gitignore: exclude home/**/session_data/ (runtime state)
- migrate scott/inara sessions from cortex/data/sessions/ to session_data/
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Cortex: FastAPI backend serving Inara via Claude/Gemini CLI backends.
Includes SSE streaming chat, session persistence, Google Chat webhook
handler, and Docker support.
Inara: Identity files (persona, soul, protocols, memory, context tiers)
mounted read-only into the container at runtime.
Features in initial cut:
- /chat endpoint with SSE keepalive + LLM fallback
- Session store with rolling history window
- Markdown rendering, copy-to-clipboard, links open in new tab
- Stacked right-column input controls (height selector, enter toggle,
note mode with public/private) — semi-hidden until textarea grows
- /note endpoint for injecting public context into session history
- Docker Compose config (local dev runs natively; Docker for server)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
