Commit Graph

199 Commits

Author SHA1 Message Date
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
50c1997e91 docs: mark Phase 2/3 done; add file_diff, git tools, spawn_agent restrictions
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-12 21:34:26 -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
20f3fe4f71 docs: mark completed items in TODO__Agents.md
task_list priority filter, session delete confirm, spawn_agent tool
restrictions, HA API tools/config/confirm-required, file_diff,
git_status/log/diff — all completed 2026-05-12.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-12 21:17:42 -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
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
b7144d5903 feat: add git_status, git_log, git_diff orchestrator tools
Read-only wrappers around git commands, project-scoped. Covers working
tree status, commit history browsing (with optional path filter), and
diffs between refs or the working tree — cleaner than shell_exec for
code review and change verification.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-12 00:12:00 -04:00
Scott Idem
3c9b8f5909 feat: add file_diff orchestrator tool
Runs diff -u on two project-scoped files. Low risk, no admin required.
Covers code review, config comparison, and before/after verification.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-12 00:08:36 -04:00
Scott Idem
54eef73b74 docs: add spawn_agent per-invocation tool restriction design (ARCH__FUTURE §12)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-11 23:23:17 -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
c9c1ca7de6 feat: TOOL_RISK ratings for all 58 orchestrator tools
Add informational security risk ratings (low/medium/high) to every tool.
Groundwork for future auto-allow tiers (max_risk + whitelist + blacklist).
Breakdown: 36 low, 12 medium, 10 high.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-11 22:32:22 -04:00
Scott Idem
ac06b3bc7b feat: project-scoped file tools — grep, stat, syntax_check, offset reads
Add five project-scoped tools (user-level, no admin required):
  project_file_read — read with 1-based offset for paging large files
  project_file_list — list with sizes + timestamps
  file_stat         — size, modified time, line count / entry count
  file_grep         — regex search with context lines, up to 50 matches
  file_syntax_check — py_compile (.py) or json.loads (.json)

Also add offset support to existing file_read (system scope).
Rename "Files" tool category to "System Files"; add "Project Files" category.
Project scope restricted to Cortex_and_Inara_dev/ project root.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-11 22:23:50 -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
1d361fe809 feat: NCT orchestrator support + Home Assistant webhook
nextcloud_talk.py:
- Fix missing import hmac / import hashlib (NameError bug in _verify_signature)
- Add orchestrator routing when channels.json "tools": true — sends
  " Working on it…" immediately, then runs the full tool loop and
  replies with the result; checkpoint case gets a web UI confirmation note
- Read tier and role from channel config (defaults: default_tier / "chat")
- Pass cfg through to _process_message

homeassistant.py (new):
- POST /webhook/ha/{username}/{webhook_id}
- Auth: webhook_id path segment matched against channels.json
- Accepts JSON or form-encoded body from HA automations
- Builds natural-language task from payload (uses "message" key if present,
  otherwise serialises full body as context)
- Same orchestrator/direct dispatch as NCT
- Delivers response via notify() — NC Talk, web push, or configured channel
- Session key: ha_{username} for continuity across HA events
- Registered in main.py; /webhook/ prefix already public in auth_middleware

channels.json schema addition:
  "homeassistant": {
    "webhook_id": "your-secret-id",
    "persona": "inara",
    "tier": 2,
    "role": "chat",
    "tools": false
  }

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-11 19:45:59 -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
0afa135ce9 docs: document System block and OTR mode in ARCH__PERSONA.md
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-09 14:40:21 -04:00
Scott Idem
128d8a7c1e feat: inject session mode into persona system prompt
context_loader.load_context() now accepts a mode param ("chat"|"otr").
In OTR mode, the --- System --- block gains a second line:

  Current mode: Off The Record — this conversation is private
  and will not be logged or included in memory distillation

routers/chat.py passes mode="otr" when req.off_record is True.
Normal chat and all orchestrator calls stay at mode="chat" (no change
to the System block). The System block consolidates date/time and mode
in one place, matching the existing timestamp pattern.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-09 14:35:09 -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
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
b9a78819ac docs: add LLM wiki concept (Karpathy pattern) to ARCH__FUTURE.md
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>
2026-05-09 13:22:55 -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
52c19afbcc fix: raise web_read and http_fetch max_chars cap to 128K
Both tools now accept max_chars up to 131072 to accommodate long
documentation pages and large API responses.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-09 13:08:17 -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
7c3291960a feat: web_read (trafilatura), session_read, http_fetch max_chars
web_read(url, max_chars=16000) — fetches a URL and extracts clean article
text via trafilatura, stripping ads/nav/boilerplate. Returns markdown.

session_read(date) — reads a full session log by YYYY-MM-DD date; lists
available dates if the requested one is not found.

http_fetch gains a max_chars param (default 8192, max 32768) so the cap
is configurable instead of hardcoded.

Tool count: 45 → 47.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-09 13:04:24 -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
c21f9a23ec fix: use Vapid.from_pem() instead of passing PEM string to webpush()
pywebpush 2.x routes string keys through Vapid.from_string() which only
handles raw/DER base64 — not PEM. Pre-build the Vapid object so the key
deserializes correctly.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-08 23:56:17 -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
3c7ecf4e4f feat: notification test endpoints — POST /api/push/test and /api/push/reminders/check
- POST /api/push/test: sends "Test notification from Cortex" via the
  user's configured notification channel (web_push / NCT / email / etc.)
- POST /api/push/reminders/check: runs the daily reminder check immediately
  for the current user, returns reminders_found count

Both require an active session cookie. Useful for verifying channel setup
without waiting for the 09:00 scheduler job.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-08 23:34:58 -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
47d23a7b2f feat: per-model max_rounds for Gemini orchestrator engine
Mirrors the pattern already in openai_orchestrator.py. The Gemini engine
was still hardcoded to the global orchestrator_max_rounds setting.

- orchestrator_engine.py: max_rounds param on run() and _run_from_contents();
  effective_limit = min(per_model_limit, global_limit); stored in checkpoint
  so resume() respects it across confirmation gates
- routers/orchestrator.py: passes orch_model.get("max_rounds") to run()
- tools/agents.py: passes model_cfg.get("max_rounds") for gemini_api spawns

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-08 22:54:37 -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
8e512d4e11 feat: reminders due-date support + context filtering
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>
2026-05-08 21:46:45 -04:00
Scott Idem
750cde489d feat: session_search tool + tool expansion docs update
session_search (tools/files.py):
- Full-text search across past session logs, exposed to the orchestrator
- Params: query (required), limit (default 5, max 20)
- Returns dated excerpts, newest first; own sessions only via ContextVars
- User-level — no TOOL_ROLES gating needed
- Registered in __init__.py callables + TOOL_CATEGORIES["Files"]

ARCH__FUTURE.md §2: updated tool count to 44, marked prior tools complete,
added Round 2 planned tools table (session_search now done, reminders due dates,
http_post, nc_talk_history, task_list priority filter, http_fetch max_chars),
noted datetime_now is not needed (already in system prompt via context_loader)

TODO__Agents.md: session_search checked off, Round 2 task list added

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-08 21:41:26 -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