12 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
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
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
76fef827c5 docs: update tool count to 62 and current state to 2026-05-12
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>
2026-05-12 00:14:12 -04:00
Scott Idem
3a4f518300 docs: add SELF_UPDATE.md — agent self-maintenance bootstrap
Short reference covering: git repo location, Syncthing fleet sync,
ignore files (.gitignore / .stignore), helper scripts (install.py,
dev-restart.sh, backup.sh), standard change workflow, doc update
checklist, pip dependency process, and key paths on the service host.
Linked from MASTER.md document map.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-09 14:00:28 -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
3672fa1506 docs: comprehensive doc audit — sync all docs to current state
- MASTER.md: tool count 40→47, add proactive notifications + spawn_agent rows, date bump
- ROADMAP.md: mark local orchestrator/web push/proactive notifs/spawn_agent/web_read/session_read as done, date bump
- ARCH__CHANNELS.md: rewrite notification channel config section — all 4 channels, all triggers, on-demand endpoints
- ARCH__SYSTEM.md: update tools/ module list to include files, agents
- README.md: update LLM backends in architecture diagram, add browser push to channels table
- CLAUDE.md: add doc update checklist to Documentation Philosophy section

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-09 13:13:45 -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
1222f806ce docs: sync all documentation to current state (2026-04-28)
HELP.md:
- Replace stale "Agent Mode" section with accurate "Tools ()" section
  including full tool table (27 tools across 9 categories)
- Fix header controls table: distinguish Context & Memory panel (sliders)
  from Settings dropdown (☰)
- Update Settings panel section: "Backend" → "Role", add S/M/L and ⌃↵
  to Display controls list
- Update Backends section to match Role toggle terminology

TODO__Agents.md:
- Mark 5 new journal tools as complete (ae_journal_list, entry_update,
  entry_disable, entry_append, entry_prepend)
- Add completed sections for: shell_exec tool, Tools toggle decoupling,
  UI input area polish (2026-04-28)

MASTER.md:
- Date: 2026-04-27 → 2026-04-28
- Orchestrator row: "Agent mode in UI" → " Tools toggle in UI (27 tools)"

CLAUDE.md:
- Date: 2026-04-03 → 2026-04-28
- Add orchestrator row to Current State table
- Add full 27-tool list for quick reference

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-28 22:07:48 -04:00
Scott Idem
45c95d20ba feat: model registry V2 — provider-aware schema with multi-account support
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>
2026-04-27 20:21:04 -04:00
Scott Idem
a4daebdc9b feat: local LLM multi-model, session search, cron proactive types, notifications, docs overhaul
Local LLM:
- user_settings.py: per-user hosts/models config (local_llm.json)
- routers/local_llm.py + static/local_llm.html: dedicated settings page
- llm_client.py: local OpenAI-compatible backend via httpx
- config.py: LOCAL_API_URL/KEY/MODEL + per-backend timeouts
- Active model shown near backend toggle (amber hint text)

Memory distillation:
- memory_distiller.py: DISTILL_BACKEND_MID/LONG .env overrides
- scheduler.py + notification.py: notify NC Talk after mid/long distill
- notification.py: outbound channel abstraction (NC Talk, extensible)

Session search:
- routers/files.py: GET /sessions/search?q= with excerpts grouped by date
- static/index.html + app.js: search UI in file sidebar with highlight
- _esc() helper to prevent XSS in search results

Proactive cron:
- cron_runner.py: new job types — message (send directly) and brief (LLM + send)
- Both support optional per-job channel override

Channels:
- routers/nextcloud_talk.py: consolidated using notification._send_nct_message()
- routers/auth.py: local backend status in /auth/status
- routers/chat.py: /backend returns {primary, fallback, local_model} object

UI / UX:
- Copy button for user messages (matching assistant)
- Autocomplete disabled on sensitive form fields
- settings.html: local model section replaced with link to /settings/local

Docs overhaul:
- MASTER.md hub + ARCH__SYSTEM/BACKENDS/PERSONA/CHANNELS/FUTURE.md
- ARCH__Intelligence_Layer.md replaced with redirect table
- CORTEX.md trimmed to vision only; README updated
- OPEN_WEBUI_API.md added to docs/

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-05 20:53:06 -04:00