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>
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>
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>
- 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>
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>
Reflects file_diff and git_status/log/diff additions, pg.css refactor,
and reasoning level controls added this session.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
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>
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>
- 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>
Inara's exploration of a living-wiki knowledge compilation architecture
as an alternative to RAG — three-layer model, ingest/query/lint ops,
and a mapping to existing Cortex concepts.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
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>
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>
reminders_add now accepts optional due: YYYY-MM-DD parameter.
Due date stored as first line of section body in REMINDERS.md.
context_loader.py calls load_due_reminders() instead of loading REMINDERS.md
wholesale — future-dated reminders are suppressed in the system prompt until
their date arrives. Undated reminders always surface (backward compatible).
reminders_list shows due status per entry: [OVERDUE by N days], [due TODAY],
or [due: YYYY-MM-DD] for future items. All reminders visible via the tool
regardless of date; only context surfacing is filtered.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
- query_string required for and/or filters to apply; use "%" as wildcard
- Total count is in meta.data_list_count, not top-level
- id_random is None in responses; Vision ID convention uses {obj_type}_id
- tags comes back as string on read, not list — normalize before joining
- Replace stale "Planned: Search Improvements" with current signature + notes
- Clarify date_to boundary (lte midnight, use next day to include full day)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Filter key is "and" not "and_filters" (V3 API format)
- Entry IDs use journal_entry_id/id, not id_random (id_random is None)
- Dates use updated_on/created_on, not updated_at/created_at
- Total count lives in meta.data_list_count, not top-level total/count
- Inject query_string="%" when and filters present but no query, since
the V3 search engine requires query_string for filters to apply
- Normalize tags from string to list in both entry_read and entries_list
- Fix order_by to use updated_on (not updated_at) in entries_list
- Correct ARCH__AE_INTEGRATION.md: and_filters → and, or_filters → or
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Mark completed: email_send + allowlist UI, model inline edit, cross-session
search. Remove completed items from active lists (distill review, model edit,
session search). Update ROADMAP Phase 3 tool suite line and last-updated date.
Remove resolved Unsloth entry from Deferred.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
- Add shell_exec to orchestrator tool suite (system.py + __init__.py)
Runs arbitrary shell commands on the Cortex host with timeout (1–120s),
combined stdout/stderr output, optional working_dir, and exit code reporting.
Enables system diagnostics (df, ls, ps, journalctl, etc.) from Agent mode.
- Fix orchestrator_engine.run() to use model_name from resolved registry entry
Previously used settings.orchestrator_model (.env hardcode) regardless of
what model was assigned to the orchestrator role. Now accepts model_name param
and falls back to settings value only when registry has no model_name.
- Update ARCH__FUTURE.md: date, running host, local orchestrator status,
model registry V2 progress, added Cortex Mesh concept (section 9)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Backend toggle now cycles through chat role models by label instead of
cycling service type strings (auto/claude/gemini/local).
- model_registry: get_model_for_slot() — resolves a specific priority
slot without walking the fallback chain
- llm_client: complete() gains slot param; explicit slot selection
dispatches directly to that model with no silent fallback
- routers/chat.py: ChatRequest.slot; GET /backend returns chat_models
[{slot, label, type}] for the UI; _stream_chat uses resolved model
label for the response tag when a slot is pinned
- app.js: toggle loads chat_models from /backend, cycles by label,
sends slot in chat payload; legacy model field removed from payload
- app.js: fix Gap B — agent mode placeholder no longer says "Gemini
tool loop"; now says "orchestrator"
- DESIGN doc: updated to reflect phases 1+2 complete, catalog-as-code
decision, Gap A/B documented, Phase 3 implementation details
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds cloud provider management to /settings/models:
- Google Accounts section: add/remove Gemini API keys with labels
- Add Model form: provider tabs (Local / Google / Anthropic) with
catalog dropdowns that auto-fill label and context_k
- Provider badges on model rows (Anthropic / Google / Local)
- /settings/local now redirects to /settings/models (canonical URL)
- save_cloud_model() in model_registry for Anthropic/Google entries
- Distill role migration restored in _migrate_from_local_llm
- Test fixes: version assertions updated to V2
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds a providers section to the per-user model registry for Anthropic and
Google as first-class providers alongside local hosts. Google accounts
(API keys) are now stored as a list so multiple Google accounts can coexist.
Changes:
- model_registry.py: V2 schema, auto migration V1→V2 (pulls gemini_api_key
from auth.json into providers.google.accounts), _resolve_model() merges
account API key for gemini_api type models
- routers/orchestrator.py: uses model-resolved api_key when orchestrator
role resolves to a gemini_api model with account_id
- ANTHROPIC_CATALOG and GOOGLE_CATALOG constants for model picker (Phase 2)
- New functions: get_google_api_key(), save/remove_google_account(), get_catalog()
- Documentation: ARCH__BACKENDS.md updated to V2 schema, DESIGN doc added
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- openai_orchestrator.py — new ReAct tool loop engine for any
OpenAI-compatible endpoint (OpenRouter, Open WebUI, Ollama, LiteLLM);
model handles both tool loop and final response, no Claude handoff needed
- tools/__init__.py — auto-derive OpenAI JSON Schema from existing Gemini
FunctionDeclarations so tool definitions have a single source of truth
- routers/orchestrator.py — route to openai_orchestrator when model registry
"orchestrator" role resolves to a local_openai type host
- routers/chat.py — pass role to _backend_label(); fix fallback_used logic
(only meaningful for explicit backend overrides, not auto-routing)
- static/app.js — add null/"auto" to backend cycle; fetch local model hint
without overriding the auto default on page load
- model_registry.py — _normalize() back-fills host_type on old registry files
- requirements.txt — add openai>=1.0.0
- ARCH__BACKENDS.md — document OpenAI-compat backend and routing logic
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
WAN port forward confirmed end-to-end. Clone URL:
ssh://git@cortex.dgrzone.com:2222/<user>/<repo>.git
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Moved to completed: token expiry restart, Holly onboarding, per-user
channel config, Google OAuth, per-user Gemini key, session persistence,
persona picker, Lucide icons, favicon, Help shared base, reminders tools,
Brian onboarding.
Updated in-progress: knowledge consolidation tools (ae_journal_* done,
import script still pending). NC Talk and Google Chat notes updated for
per-user routing. Removed stale "default user only" notes.
High priority now: Ollama backend, Gitea SSH verification.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
