- 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>
- 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>
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>
- 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>
- usage_tracker.py: daily token/call buckets per user (home/{user}/usage.json)
- Hook into local backend (OpenAI usage field) and Gemini API (usage_metadata)
- Claude/Gemini CLI backends produce no structured token data and are not tracked
- Fix CLAUDE.md stale tool count (27 → 39) and refresh tool list
- scripts/import_knowledge.py: walk markdown dirs, chunk by H2, call local LLM
for summaries, create AE journal entries with path-derived tags; resumable via
state file; --dry-run and --limit flags for safe testing
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Each role in model_registry.json can now carry two optional keys:
system_append — injected into the system prompt at position 7 (after
memory, closest to the turn) for the active chat_role
tools — explicit tool allow-list; intersected with the user's
access-level filter so it can only restrict, never elevate
No changes needed for existing users — missing keys fall back to current
behavior. Add keys to a role to give it a specialty focus:
"coder": {
"primary": "claude_cli",
"system_append": "You are in code-specialist mode...",
"tools": ["web_search", "file_read", "shell_exec", "scratch_write"]
}
Changes:
- model_registry.py: get_role_config() returns system_append + tools
- context_loader.py: role_append param appended as "--- Role Context ---"
- tools/__init__.py: get_tools_for_role/get_openai_tools_for_role accept
optional tool_list and intersect with access-level filter
- orchestrator_engine.py: tool_list threaded through run/resume/checkpoint
- openai_orchestrator.py: tool_list threaded through run/resume/checkpoint;
_build_client now calls get_openai_tools_for_role instead of returning
unfiltered OPENAI_TOOL_SCHEMAS
- routers/orchestrator.py: pulls role_cfg for chat_role, passes both
role_append and tool_list to context loader and engine
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
- auth_utils: get_user_role() reads role from auth.json (admin|user, default user)
- manage_passwords: new `role` command to promote/demote users (admin-only by convention)
- tools/__init__: TOOL_ROLES map, CONFIRM_REQUIRED set, get_tools_for_role(),
get_openai_tools_for_role() — both orchestrators now filter tools by caller's role
- tools/system: cortex_restart (detached subprocess, 5s delay), cortex_logs (admin-only)
- tools/web: http_fetch — direct URL fetch, distinct from web_search
- tools/files: file_list (directory listing), file_write (restricted paths, admin-only)
- tools/notify: nc_talk_send — proactive outbound via notification.py
- orchestrator_engine + openai_orchestrator: user_role param; CONFIRM_REQUIRED tools
return a confirmation-request result instead of executing — loop breaks after Claude
asks user to confirm in a follow-up message
- home/scott/auth.json: role set to admin
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Remove 'agent' from mode dropdown; Chat/Note/OTR remain
- Add ⚡ tools toggle button in input bar (persisted in localStorage)
When on: routes to POST /orchestrate (Gemini tool loop); send btn → "Run"
When off: routes to POST /chat (direct to active role); no change
- Role selector and tools toggle are now fully independent:
active chat_role sent in orchestrate payload → used for final response
- orchestrator_engine.run() accepts response_role param; passes it to
complete(role=...) instead of hardcoded model="claude"
- OrchestrateRequest gains chat_role field (default "chat")
- Migrate stored 'agent' mode/MRU entries to 'chat' on load
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>
Users with Google accounts can now sign in without a password.
Auth flow:
- GET /auth/google → Google consent page (CSRF state cookie)
- GET /auth/google/callback → exchange code, lookup user, set JWT
- auth.json gains google_sub + google_email fields
- set_password() no longer overwrites unrelated auth.json fields
Admin setup:
python manage_passwords.py google-add <username> <email>
# add GOOGLE_CLIENT_ID + GOOGLE_CLIENT_SECRET to .env
Per-user Gemini key:
- get_user_gemini_key() reads gemini_api_key from auth.json
- orchestrator_engine.run() accepts gemini_api_key param
- orchestrator router passes user's key, falls back to server key
login.html: "Sign in with Google" button above the password form.
manage_passwords.py list: now shows auth method columns (pw / google).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
