112 Commits

Author SHA1 Message Date
Scott Idem
658c508925 feat: multi-level agent management — background agents, lifecycle tools, 3-level hierarchy
agent_manager.py (new):
- AgentRecord dataclass: agent_id, level (1/2/3), role, task, status, started,
  parent_id (lineage), finished, result, notify, _task_ref
- register() / finish() / cancel_agent() / list_agents() / get() / set_task_ref()
- Calls notification.notify() on completion when notify=True (same channel as
  reminders and cron completions)
- 24-hour pruning of completed records on each new registration

spawn_agent (tools/agents.py):
- background=True: fires asyncio.create_task(), registers in agent_manager, returns
  agent_id string immediately — sync path unchanged (no regression)
- notify=True: push/Talk notification when the background task completes
- Level enforcement: _agent_level param tracks hierarchy depth; when spawning from
  Level 2, child automatically gets spawn_agent + aider_run denied so Level 3 agents
  cannot delegate further

New lifecycle tools (tools/agents.py + __init__.py):
- agent_status(agent_id) — status, role, level, elapsed, task, result preview; user-level
- agent_list(status, limit) — all agents for current user, newest first; user-level
- agent_cancel(agent_id) — kills background task; admin-only, confirm-required

tests/test_agent_manager.py (new, 41 tests):
- agent_manager CRUD, pruning, notification hook
- spawn_agent background: returns immediately, completes async, timeout, failure
- Level enforcement: L1→L2 permits spawn, L2→L3 auto-denies; explicit tool_list path
- agent_status / agent_list / agent_cancel output formatting
- aider_run background: returns agent_id, completes async, sync path unchanged
- All tests run without browser or Cortex service (~2.5s total)
  Run: cd cortex && .venv/bin/python -m pytest tests/test_agent_manager.py -v

Docs: ARCH__FUTURE.md §13 (full design), ROADMAP.md, TODO__Agents.md, MASTER.md,
HELP.md (orchestrator description corrected, tool schema line updated to reflect
keyword routing), CLAUDE.md tool count 66→69.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-03 22:40:20 -04:00
Scott Idem
29940c299b docs: fix Chat and Tools section accuracy in HELP.md
- Copy button appears on all messages (user + assistant), not just assistant
- Delete requires a confirm step — clarified in description
- Model tag position is below-left for assistant messages, not bottom-right
- Tool calls render as expandable per-call cards, not a single  N summary note
- help.html: default-open sections updated to Getting Started / Chat / Sessions / Model Registry

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 21:36:24 -04:00
Scott Idem
105ff8507f fix: restore proper tab button CSS in help.html (browser-reset issue with Tailwind preflight: false)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 21:19:08 -04:00
Scott Idem
c2a12a895a docs: rename Backends → Switching Models in HELP.md; fix stale Backup 2 reference
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 21:14:55 -04:00
Scott Idem
df1f358912 docs: fix role slots description in HELP.md (Primary + Backup 1, not Backup 2)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 21:11:03 -04:00
Scott Idem
7a27190ffe 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>
2026-05-15 21:03:11 -04:00
Scott Idem
070f1ce156 fix: align settings/models nav and heading with all other settings pages
local_llm.html had a stale nav (hardcoded / and /help, missing Notifications /
Tools / Schedules / Integrations links) and used a different heading markup
(.page-header) than the rest of the settings pages (.page-title/.page-subtitle).

- Add pg.css link; strip duplicate base CSS (vars, reset, body, nav) from inline
  <style> — page-specific styles (provider blocks, model rows, roles, badges) kept
- Nav: use {{ back_href }} / {{ help_href }} / {{ integrations_nav }} placeholders;
  add Notifications, Tools, Schedules, Integrations (admin) links
- Heading: .page-header → <h1 class="page-title"> + <p class="page-subtitle">
- Body structure: move <nav> outside the .page wrapper; rename .page → .page-wrap
- local_llm.py: _render() accepts request, injects back_href / help_href /
  integrations_nav; adds _preferred_persona(), _integrations_nav() helpers

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13 21:51:06 -04:00
Scott Idem
a92fd90f0d feat: Anthropic SDK backend — API key alternative to Claude CLI OAuth
Adds `anthropic_api` model type so users can authenticate with a direct
Anthropic API key instead of (or alongside) the CLI OAuth session.

- model_registry.py: `anthropic_api` type; `save/get/remove_anthropic_api_key()`
  mirroring the Google account pattern; `save_cloud_model()` now picks type
  based on credential type (cli → claude_cli, api_key → anthropic_api);
  `_resolve_model()` merges api_key from the credential entry
- llm_client.py: `_anthropic_api()` backend (AsyncAnthropic SDK); dispatch
  and fallback wiring; usage tracking
- routers/local_llm.py: Anthropic API key management routes
  (POST /settings/local/anthropic-key, /anthropic-key/{id}/remove);
  `anthropic_api` badge and edit-form credential selector
- static/local_llm.html: Anthropic Cloud Provider block now shows API key
  management (add/remove); Add Model → Anthropic tab has credential selector
  (CLI vs API key)
- requirements.txt: enable anthropic>=0.40.0

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13 21:30:56 -04:00
Scott Idem
70665fadff 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
Scott Idem
96b3c796c5 feat: file attachment support in chat (images + text/code files)
Text files (.md, .py, .js, .json, etc.): read client-side and injected
into the message body as a fenced code block — works with all backends
with zero model capability requirements.

Images (PNG/JPG/WebP/GIF, max 5 MB): encoded as base64 data URL on the
client and sent as a separate attachment field. Backend formats them as
OpenAI multimodal content (text + image_url) for local_openai backends.
Claude CLI and Gemini CLI see the text message with a "📎 filename.png"
note; image data is never written to session history.

- index.html: 📎 button + hidden file input in mode-select row;
  attachment-row preview area with thumbnail (images) or filename chip
- app.js: _resolveAttachment(), file reader, clearAttachment();
  sendMessage/sendOrchestrate updated to allow no-text sends when a
  file is pending; attachment spread into chat payload for images
- chat.py: Attachment model; attachment field on ChatRequest;
  llm_attachment extracted in _stream_chat and passed to complete()
- llm_client.py: attachment param through complete()/_dispatch()/_local();
  _local() builds multimodal content array for vision calls
- style.css: #attach-btn, #attachment-row, #attachment-preview, thumb

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-12 21:46:50 -04:00
Scott Idem
3716e5974f feat: Phase 3 model toggle — cycle chat-role slot models in UI
Replaces the role-cycle toggle with a slot model toggle in the Context &
Memory panel. The active model label is shown on the button; clicking cycles
through Primary → Backup 1 → Backup 2 slots configured for the Chat role.

- app.js: remove activeRole()/availableRoles role-cycling; add
  activeChatModel()/chatModels slot cycling; update send/orchestrate
  payloads to send slot + chat_role:"chat"; fix updateSendBtnTitle and
  startRunTimer to use activeChatModel()
- chat.py: add slot field to ChatRequest; pass slot= to complete();
  resolve backend_label from slot config; add _chat_slot_models() helper;
  include chat_models in GET /backend response
- HELP.md: update Model toggle description, tool count (62/16),
  Backends section, API chat payload example

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-12 21:32:43 -04:00
Scott Idem
85e13314a2 feat: add confirm step to message-level delete
Clicking del now shows 'confirm delete / cancel' inline in the action
bar. Cancel rebuilds the original buttons; confirm proceeds as before.
Matches the session delete pattern added in the prior commit.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-12 21:20:13 -04:00
Scott Idem
f336ae9687 feat: task_list priority filter, session delete confirm, spawn_agent tool restrictions
- task_list: add priority param ('low'/'normal'/'high') alongside existing status filter
- Session delete: inline confirm row (Delete / Cancel) instead of immediate delete
- spawn_agent: allow_tools and deny_tools per-call params; role config remains ceiling;
  deny_tools falls back to confirm_deny gate when no explicit tool_list is set

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-12 21:09:50 -04:00
Scott Idem
4c3d9a7a65 refactor: extract shared settings stylesheet (pg.css) and clean up inline styles
- Create cortex/static/pg.css with shared variables, nav, containers, form
  elements, button classes, text utilities, and feedback messages
- All four settings pages (settings, notifications, tools, help) now link to
  pg.css and have page-specific-only <style> blocks
- Style block line counts reduced: settings 244→70, notifications 189→42,
  tools 126→88, help 122→75
- Inline style= attributes reduced: settings 45→4, notifications 7→3,
  tools 12→4, help 0
- Introduced shared CSS classes: .btn-submit, .btn-save, .btn-cancel,
  .btn-secondary, .action-link, .hint, .section-note, .page-title,
  .page-subtitle, .page-wrap, .usage-table, .tool-cat-row
- Fix tools_settings.py: replace server-generated inline styles on category
  header rows with .tool-cat-row CSS class
- Fix settings.py: add btn-save/btn-cancel/persona-rename-cancel classes to
  server-rendered persona rename form buttons

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-11 23:22:59 -04:00
Scott Idem
8ab1942514 refactor: migrate Tool Permissions from Settings to /settings/tools
- Remove Tool Permissions form from settings.html; replace with a
  "Tool Settings →" link that redirects to /settings/tools
- Add Confirmation Gate section to tools_settings.html (allow/deny
  textareas) inside the same form as risk policy — one save covers all
- tools_settings.py save handler now writes allow/deny alongside
  max_risk/whitelist/blacklist into tool_policy.json
- Remove /settings/tool-policy POST route from settings.py (no longer needed)
- Remove get_tool_policy, save_tool_policy, CONFIRM_REQUIRED imports
  from settings.py (now owned by tools_settings.py)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-11 22:50:48 -04:00
Scott Idem
69ec2f667d feat: tool risk policy UI + wiring through all orchestrators
- New /settings/tools page: max_risk selector (low/medium/high) + per-tool
  override dropdowns (Default / Force include / Force exclude) for all 58 tools
  grouped by category with color-coded risk badges; JS updates Auto status live
- get_tools_for_role() + get_openai_tools_for_role() now accept max_risk,
  whitelist, blacklist; _apply_risk_policy() handles the filtering logic
- get_risk_policy() helper in auth_utils reads from tool_policy.json
- Risk policy wired through orchestrator.py, openai_orchestrator.py,
  orchestrator_engine.py, nextcloud_talk.py, homeassistant.py
- Tools nav link added to settings.html and notifications.html
- CLAUDE.md and ARCH__SYSTEM.md updated: tool count 50→58, risk system docs,
  tool access control three-layer model documented

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-11 22:45:04 -04:00
Scott Idem
fc6600c33e feat: Home Assistant API tools (ha_get_state, ha_get_states, ha_call_service)
Register three HA orchestrator tools so Inara can read device states and
control devices via the HA REST API. ha_call_service requires admin role
and user confirmation. Also includes accumulated UI fixes (setProcessing
helper, wasNewSession flag cleanup).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-11 21:39:35 -04:00
Scott Idem
ba91de37c5 feat: Home Assistant settings UI + fix channels.json
notifications.html: add Home Assistant section with two collapsible
blocks — Connection (HA URL + Long-Lived Access Token) and Inbound
webhook (webhook ID with endpoint URL hint showing the username).
Token field uses keep-existing pattern (blank = no change).

settings.py: wire ha_url, ha_token, ha_webhook_id through
_notifications_page() template substitution and save_notifications()
POST handler. Preserves existing HA config fields (persona, tier,
role, tools) on save.

TODO__Agents.md: add Home Assistant integration planning section
(event design, richer payload template, HA API tools).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-11 21:18:45 -04:00
Scott Idem
19d6f004ed feat: reasoning level select (Off/Light/Moderate/High/Max)
Replace free-form reasoning_budget_tokens number input with a 5-level
select in both the edit form (local_llm.py) and add-model form
(local_llm.html). Values: 0 / 1024 / 4096 / 8192 / 32768 tokens.
Edit form pre-selects the stored value.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-09 21:44:20 -04:00
Scott Idem
a66c5a7f84 feat: reasoning token budget + session name in header
- reasoning_budget_tokens: optional int field on local_openai models;
  when set, injects {"reasoning": {"budget_tokens": N}} via extra_body
  into every OpenRouter API call (both tool-loop and confirmation-gate
  rounds). Field exposed in the model edit form in Settings.

- session name moved from standalone full-row div between #messages
  and #input-area into the persona-switcher block in the header, as a
  third dim line under "Cortex · Local". Collapses when empty via
  :empty CSS. No JS changes required.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-09 21:35:23 -04:00
Scott Idem
85792a7bcf feat: per-role inject_mode, OTR fixes, hover metadata, send/stop tooltip
- inject_mode: per-role toggle (parallel to inject_datetime) gates the
  "Current mode: Off The Record" line in the system prompt; wired through
  model_registry, context_loader, chat router, orchestrator router, and
  local_llm settings UI

- OTR orchestrator fix: OrchestrateRequest now carries off_record;
  _finalize_job stores it per message and gates log_turn on it; JS
  orchestrate payload sends off_record correctly

- Per-message hover metadata: removed always-visible .model-tag; replaced
  with .msg-meta strip in the action bar (hover-only); shows model label,
  host, fallback indicator, and OTR badge; stored in session JSON

- Send/stop button tooltip: shows role + model and (when tools on)
  separate orchestrator model + engine label; live elapsed timer on stop
  button via startRunTimer/stopRunTimer

- OrchestratorResult.backend_label: new field; openai_orchestrator fills
  it; finalize_job propagates it to job dict and session messages

- GET /backend: exposes orchestrator_model label so the frontend tooltip
  can show both models separately

- TODO: session delete confirmation added

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-09 16:12:03 -04:00
Scott Idem
348ca120c1 feat: full channels.json UI + http_allowlist settings
Notifications page:
- NC Talk section expanded: url, bot_secret, notification_room,
  nc_username, nc_app_password — all fields from channels.json now editable
- Per-channel sections use <details>/<summary> collapsibles; auto-open
  when values are present
- Secrets use type=password with "leave blank to keep" semantics
- Google Chat outbound webhook in its own collapsible section

Account settings:
- HTTP POST Allowlist section added (same textarea pattern as email allowlist)
- POST /settings/http-allowlist route saves home/{user}/http_allowlist.json
- Example placeholder shows ha.dgrzone.com and n8n patterns

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-09 13:57:18 -04:00
Scott Idem
7b443b40a4 feat: http_post tool, nc_talk_history tool, local orchestrator retry
- http_post: POST to external URLs with per-user URL prefix allowlist
  (home/{user}/http_allowlist.json); admin-only, confirm-required
- nc_talk_history: read recent NC Talk messages via Basic Auth (requires
  nc_username + nc_app_password in channels.json under nextcloud)
- openai_orchestrator: _chat_with_retry() wraps both API calls with
  exponential backoff (3 attempts, 1s/2s) on connection errors and
  transient status codes (429, 500, 502, 503, 504)
- Docs updated: CLAUDE.md, HELP.md, TODO, MASTER, ROADMAP (50 tools)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-09 13:38:38 -04:00
Scott Idem
17e8869d12 docs: update tool count (45→47), HELP.md, and TODO for new web/file tools
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-09 13:05:04 -04:00
Scott Idem
a99ebb8c30 feat: retry button for orchestrator errors + explicit client timeout
Extract orchestrator inner loop into _doOrchestrate() so the retry button
can re-run without re-adding the user message to DOM or history — same
pattern as the existing chat retry.

Also set AsyncOpenAI(timeout=settings.timeout_local) so slow remote models
(OpenRouter/DeepSeek) get the same 300s budget as local chat calls instead
of the SDK default which varies by connection.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-09 12:39:34 -04:00
Scott Idem
ff154b1ec0 docs: update CLAUDE.md, HELP.md, and TODO for notifications page + push fix
- CLAUDE.md: date → 2026-05-08, add Proactive notifications row to channel table
- HELP.md: update Notifications settings entry, expand Push Notifications section
  with channel config link, add test API endpoints to reference table
- TODO__Agents.md: mark notifications dedicated page and pywebpush fix as done

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-08 23:58:47 -04:00
Scott Idem
19475610be feat: move Notifications to its own settings sub-page
Adds GET /settings/notifications (dedicated page with channel form + two
test buttons) and updates POST /settings/notifications to render that page.
Settings page now shows a compact link card instead of the full form.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-08 23:43:52 -04:00
Scott Idem
64020ad982 feat: proactive notifications — web_push channel + daily reminder check
Routes web_push through notification.py alongside NCT/email/Google Chat,
and fires daily reminder summaries via the scheduler.

- notification.py: _notify_web_push() + "web_push" case in notify();
  all four channels (web_push/email/nextcloud/google_chat) now routable
- scheduler.py: _run_reminder_check() daily at 09:00 — reads due reminders
  per persona via set_context(), formats up to 3 entries, calls notify()
- routers/settings.py: "web_push" added to valid notification_channel values
- static/settings.html: "Browser Push Notification" option in channel selector
- TODO__Agents.md: proactive notifications section marked complete

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-08 23:28:49 -04:00
Scott Idem
09d775b47b feat: spawn_agent tool + host max_concurrent + docs
Adds a synchronous sub-agent spawning tool that lets the orchestrator
delegate tasks to a specific role's model and tool set.

- cortex/tools/agents.py: spawn_agent(task, role, tier, timeout, max_rounds)
  - Supports local_openai and gemini_api model types
  - Per-host asyncio semaphore (keyed by host_id or model type)
  - asyncio.wait_for() enforces timeout; admin-only tool
- cortex/model_registry.py: max_concurrent field in host schema (default 3,
  clamped 1-20); backfilled on _normalize() for existing hosts
- cortex/routers/local_llm.py + local_llm.html: "Max parallel" number input
  in host add/edit forms
- cortex/tools/__init__.py: spawn_agent registered in TOOL_CATEGORIES["Agents"],
  _CALLABLES, TOOL_ROLES (admin), and _ALL_DECLARATIONS
- Docs: TOOLS.md count 44→45, spawn_agent section; HELP.md tool table updated;
  ARCH__FUTURE.md Round 2 completed items; TODO__Agents.md spawn_agent checked;
  CLAUDE.md tool count and list updated

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-08 22:48:21 -04:00
Scott Idem
6ad7597db8 feat: per-role inject_datetime toggle for system prompt
Each role can now disable the current date/time header injected into the
system prompt. Default is true (all existing roles unchanged). Useful for
pure processing roles (summarizer, classifier, translator) where temporal
context is irrelevant or could cause unexpected model behavior.

Changes:
- model_registry: set_role_config/get_role_config gain inject_datetime field
- context_loader: load_context gains inject_datetime param (default True)
- orchestrator router: passes inject_datetime from role_cfg to load_context
- local_llm router: reads inject_datetime from POST body, passes to registry;
  role_config_data_js includes the field
- local_llm.html: checkbox in role config panel; populate on open, save on submit

Session logs still timestamp every turn (HH:MM header in YYYY-MM-DD.md files)
regardless of this setting — the toggle only affects the system prompt header.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-08 21:53:35 -04:00
Scott Idem
f8f7cd75da feat: audit log, usage tracking UI, OpenAI orchestrator compaction, onboarding + docs
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>
2026-05-08 21:26:43 -04:00
Scott Idem
5d4f5ee598 feat: OPERATIONS.md bootstrap doc + load at T2+; patch stale persona files
- New home/scott/persona/inara/OPERATIONS.md: self-maintenance workflow
  (cortex_update → review → cortex_restart), access control table, key
  paths, memory file map, distillation cadence, channel/architecture notes
- context_loader.py: load OPERATIONS.md at Tier 2+ after PROTOCOLS.md
- TOOLS.md: count 39→40, add web_push to Notifications section
- PROTOCOLS.md: replace stale 10-tool list with reference to TOOLS.md
- CONTEXT_TIERS.md: fix memory file names (MEMORY.md → LONG/MID/SHORT),
  update Tier 2 load list, fix Hard Rules credentials note

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-05 22:21:03 -04:00
Scott Idem
7d221863dc feat: engine/model in audit log + docs update
- tool_audit: ContextVars (engine, model) set at orchestrator run start; fields added to every entry
- orchestrator_engine: tool_audit.set_context("gemini", model_name) at run() start
- openai_orchestrator: tool_audit.set_context("openai", model label) at run() start
- audit table: Model column between Status and Args
- HELP.md: push notifications section, audit log in Files section, tool count 30→40, new API endpoints
- TODO__Agents.md: web_push and audit log marked complete with full detail

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-05 20:42:32 -04:00
Scott Idem
02accefe8f feat: audit log in Files panel sidebar
Adds an "Audit Log" section (collapsed by default) at the bottom of the Files
panel showing tool_audit/YYYY-MM-DD.jsonl files for the current user.

- GET /api/audit/files  — lists available dates (newest first, any auth user)
- GET /api/audit/day    — returns entries for one date as JSON (any auth user)
- tool_audit.read_day() — reads a single day's JSONL file chronologically
- Clicking a date renders a read-only table: time / tool / status / args / result
- Status cells are colour-coded (green ok, red error, amber denied)
- Edit/Raw/Preview/Save buttons are hidden in audit view, restored on file switch
- Audit group starts collapsed; expands on click like other file groups

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-05 20:36:08 -04:00
Scott Idem
ddf44a2aee feat: web push notifications (VAPID)
- push_utils.py: subscription storage + send helper (auto-prunes 410 endpoints)
- routers/push.py: GET /api/push/vapid-key (public), POST/DELETE /api/push/subscribe
- sw.js: push event listener shows notification; notificationclick focuses/opens tab
- app.js: subscribe/unsubscribe flow + "Enable notifications" toggle in settings dropdown
- tools/notify.py: web_push orchestrator tool (user-level, no admin required)
- VAPID keys in .env; pywebpush added to requirements.txt

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-05 19:38:58 -04:00
Scott Idem
0b96772fa6 fix: show session friendly name in resume message and status bar
/history/{session_id} now returns a 'name' field alongside messages.
resumeSession() uses data.name first, then the sessionNames map, then
raw ID as fallback — so named sessions display correctly even on page
load before the sessions panel has been opened.

'Resumed session X' message also now shows the friendly name.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-05 19:14:59 -04:00
Scott Idem
5d23d04e7e fix: session panel wider + two-line layout for session names
Root cause: 300px panel minus edit btn (28px) + meta (~130px) + delete
btn (28px) + gaps/padding left only ~70px (~7 chars) for the session name.

- Panel: 300px → 420px desktop, 300px → 380px mobile drawer
- Max-height: 340px → 400px
- Session item: name and meta now in a .session-body flex column, so the
  name gets full body width (panel minus two buttons) — meta lives below
- Edit mode: hides .session-body + delete, input takes the full body slot

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-05 19:07:33 -04:00
Scott Idem
7a0fbdb659 feat: session rename UX overhaul
- Edit button (✎) moved to left of row, separated from delete (×)
- Clicking ✎ hides name/meta/delete and expands input to full row width
- Button changes to ✓ (accent color) while editing
- Enter or ✓ click = save; Escape = cancel without saving
- Removed accidental-save-on-blur behavior
- Edit button: 30% opacity at rest, 75% on row hover, 100% on direct hover
- Touch devices: edit button always at 60% opacity (no hover to reveal it)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-05 19:00:39 -04:00
Scott Idem
0ffcd57c95 fix: multi-user distillation + datetime in context + session log labels
Distillation was silently operating on scott/inara for all users due to
ContextVar defaults. All three distill endpoints now require ?user=&persona=
query params and validate them via persona.validate(). Memory distiller
signatures changed from Optional to required positional args — no more
global settings fallback. Scheduler now iterates all users/personas instead
of hardcoding the primary user.

- context_loader: inject current date/time as first system prompt section
- session_logger: use get_user()/get_persona() from context instead of
  settings globals so Holly/Brian sessions show correct speaker labels
- memory_distiller: system prompts now reference u.title()/p.title()
  instead of settings.user_name/settings.agent_name
- distill router: Query(...) enforces params; _resolve() validates persona
- scheduler: _all_personas() helper iterates every user/persona for distill
- app.js: runDistill() now appends ?user=&persona= via _fileParams

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-05 18:44:51 -04:00
Scott Idem
eab92d876d refactor: split tool declarations into domain files + role config UI
tools/__init__.py shrinks from 1,137 → 250 lines. Each domain file now
owns both its callables and its FunctionDeclarations (DECLARATIONS list),
so adding a new tool only touches one file.

New TOOL_CATEGORIES dict exported from __init__ — used by the UI for
grouped tool checkboxes.

Role config UI (Settings → Model Registry → Role Assignments):
- ⚙ button per role expands an inline configure panel
- Textarea for system_append (injected into system prompt for this role)
- Grouped checkboxes for tool allow-list (all checked = no restriction)
- POST /api/models/role-config saves both fields; updates ROLE_CONFIG_DATA
  in-page so re-open reflects current state without a page reload

Backend:
- model_registry.set_role_config() writes system_append + tools to registry
- TOOL_CATEGORIES exported from tools/__init__ for UI rendering
- TOOLS.md header updated: 30 → 39 tools (ae_journal_* and cortex_* additions)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-01 20:40:50 -04:00
Scott Idem
5ad2e50d69 feat: split help into tabbed UI Guide / Tools / Persona pages
- cortex/static/TOOLS.md — tool reference extracted from HELP.md; uses ##
  headers so each category is collapsible. All 30 tools with descriptions.
- cortex/static/HELP.md — UI guide only; tools section replaced with a
  one-line pointer to the Tools tab.
- help.html — three tabs (UI Guide / Tools / Persona); tab choice persists
  in localStorage. Tools tab defaults all sections open. Persona tab shows
  home/{user}/persona/{name}/HELP.md with an empty-state message if unset.
- context_loader.py — loads cortex/static/TOOLS.md into context at tier 2+
  (replaces the previously empty persona HELP.md load). Persona HELP.md
  still loaded if non-empty, as persona-specific additions.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-30 22:25:47 -04:00
Scott Idem
552fd56abb docs: expand tools section in HELP.md with per-tool descriptions
Replaces single flat table with category sections, each with a description
column. Footnotes moved to the top of the section for clarity. Covers all
30 tools including the new cortex_status, cortex_update, reminders_remove,
ae_journal_entry_read, ae_journal_entries_list, and email_send.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-30 22:11:22 -04:00
Scott Idem
77997bc4ae feat: add cortex_status and cortex_update tools
cortex_status: git branch/commit/ahead-behind + systemctl state — read-only
cortex_update: git pull + syntax check all .py files + report; does NOT auto-restart.
  If syntax errors are found after pull, warns and blocks restart suggestion.
  Call cortex_restart separately to apply a clean update.

Both are admin-only. cortex_update is confirm-required (modifies files on disk).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-30 22:01:42 -04:00
Scott Idem
1ffa846edd docs: sync HELP.md tools table and files list with current implementation
- Add reminders_remove (targeted single-reminder removal, no confirm needed)
- Add ae_journal_entry_read, ae_journal_entries_list to AE Journals row
- Add email_send (admin-only) to Notifications row
- Remove TASKS.json from Files table (not in the Files panel)
- Add email_allowlist.json to Files table (Settings group in Files panel)
- Update last-updated date

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-30 21:54:50 -04:00
Scott Idem
6405dd338d feat: proper confirmation-resume flow + per-user tool policy
Fixes the broken confirmation gate where users had no way to approve
or deny a blocked tool call in the web UI.

Changes:
- orchestrator_engine.py: add OrchestrateCheckpoint dataclass, extract
  loop into _run_from_contents(), add resume() function
- openai_orchestrator.py: same treatment — _run_from_messages(), resume()
- routers/orchestrator.py: POST /{job_id}/confirm and /deny endpoints,
  separate _checkpoints store, _resume_job() + _finalize_job() helpers,
  "awaiting_confirmation" job status with pending_confirmation payload
- auth_utils.py: get_tool_policy() and save_tool_policy() helpers reading
  home/{user}/tool_policy.json (allow/deny lists)
- routers/orchestrator.py: loads tool_policy per user and passes
  confirm_allow/confirm_deny to both engines
- app.js: poll loop handles awaiting_confirmation — shows Confirm/Deny
  buttons inline, resumes polling after user action
- settings.html + settings.py: Tool Permissions section with allow/deny
  textareas, POST /settings/tool-policy route
- style.css: .confirm-gate, .confirm-btn, .deny-btn styles

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-30 19:14:53 -04:00
Scott Idem
bce7de647c feat: proactive notifications — email, NC Talk, Google Chat per user
notification.py now handles all three outbound channels. Email defaults
to the user's login address (google_email from auth.json); an optional
override can be set in channels.json. Google Chat uses an incoming
webhook URL. NC Talk was already wired, just needs notification_room set.

Settings page gains a Notifications section: channel dropdown, optional
email override, NC room token, and Google Chat webhook URL. All stored
in per-user channels.json.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-29 22:32:22 -04:00
Scott Idem
db3dd465b2 feat: email allowlist management in Settings + Files panel
Settings page gets an editable textarea (POST /settings/email-allowlist)
so users can view and update their per-user regex allowlist without
touching the raw JSON file.

Files panel gains a "Settings" group containing email_allowlist.json as
a raw JSON editor backup — served from home/{user}/ via files.py USER_FILES.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-29 21:56:45 -04:00
Scott Idem
a5658eb3c4 feat: edit existing model entries in the Model Registry
- Inline edit form per model row (label, model name/ID, host/account, context, tags)
- Fetch models button in edit form for local models — same live-picker UX as Add Model
- POST /settings/local/models/{id}/edit route in local_llm.py
- Admin role badge (ADMIN/USER pill) in Account Settings page
- HELP.md updated: new tools table with admin/confirm markers, PWA install section
- TODO updated: tool expansions marked done, distill review and Unsloth resolved,
  role-based access and admin badge added to completed

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-29 21:08:09 -04:00
Scott Idem
25182a1765 feat: PWA support — manifest, service worker, icons, public auth exemption
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-29 18:46:33 -04:00
Scott Idem
217c7c3d6a feat: CodeMirror markdown editor for identity/memory file editor
Replace plain textarea with CodeMirror 5 + markdown mode loaded from
jsDelivr CDN. Editor fills the modal body via flex layout, theme-aware
via CSS vars (cursor, selection, headings, bold/em/links/code all mapped
to Cortex dark/light palette). Lazy init on first file open; history
cleared per-file so undo doesn't bleed across files.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-28 23:05:57 -04:00