Scott.Idem/Cortex-Inara
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9 Commits

Author SHA1 Message Date
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
6c84d6ae72 docs: update README and CLAUDE.md for install script and backup 
- README: add Setup/Install section (install.py), Development Workflow
  (dev-restart.sh), and Backup (restic/backup.sh) sections; fix
  .env.example reference → .env.default
- CLAUDE.md: replace stale Docker start command with install.py

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-04-08 21:36:48 -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
Scott Idem
cec6d3e23a docs: update README for current state 
- .env location: cortex/.env + cortex/.env.example (not project root)
- Webhook endpoints: per-user /webhook/nextcloud/{username} and /channels/google-chat/{username}
- Personas table: added brian/wintermute and scott/developer
- Docs table: added GOOGLE_CHAT_BOT.md, cortex/static/HELP.md
- Channels section: per-user webhook note + links to setup docs
- User management: added google-add command and channels.json note
- Removed stale Inara/Tina-only framing

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-29 21:42:11 -04:00
Scott Idem
c2825194d4 docs: update project docs, NC Talk guide, Tina persona, and gitignore 
- CLAUDE.md: add new auth/onboarding files to directory map, update
  security section (JWT/bcrypt/invite details), expand recently completed
- README.md: fix Web UI auth description, add User Management section
- TODO__Agents.md: mark NC Talk docs and auth/onboarding complete,
  update Holly onboarding plan to reflect single-instance multi-user approach
- docs/NEXTCLOUD_TALK_BOT.md: complete guide — occ commands, nginx config,
  clarify incoming vs outgoing HMAC difference, multi-user note, full
  troubleshooting table
- home/holly/persona/tina/: flesh out all four persona files with real
  content (DCC name origin, metal music, reading, foster cats, Holly's profile)
- .gitignore: exclude home/**/auth.json, invite.json, profile.json

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-21 00:13:35 -04:00
Scott Idem
77e770cdb2 feat: multi-user/multi-persona support with two-level home directory layout 
Restructures persona storage from a flat personas/{name}/ layout to
home/{username}/persona/{name}/, mirroring Linux home directories.

Changes:
- persona.py: two ContextVars (user + persona), Linux-style name validation,
  set_context(), get_user(), get_persona(), validate(), list_users(),
  list_user_personas(); persona_path() takes (username, name)
- config.py: replaces personas_dir with home_dir + home_root()
- git mv personas/inara → home/scott/persona/inara (history preserved)
- home/holly/persona/tina/: Holly's persona stub added
- cron_runner.py: all storage functions take (username, persona) params
- tools/cron.py: stamps user + persona on jobs; APScheduler IDs are
  {user}:{persona}:{job_id} to prevent collisions across users
- memory_distiller.py: distill_short/mid/long take (username, persona);
  added missing Path + settings imports
- scheduler.py: _load_user_crons() iterates home/*/persona/* (two-level)
- routers/chat.py, orchestrator.py: user field added; set_context() called
- tests/conftest.py: home_root fixture with two-level structure;
  patches home_dir instead of personas_dir
- tests/test_persona.py: fully rewritten for two-level API
- tests/test_api_files.py: updated fixture name and path
- .env.default: documents HOME_DIR setting; scrubs stale API key
- CLAUDE.md, README.md: directory maps updated for new layout

All 80 tests pass.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-20 22:35:40 -04:00
Scott Idem
aaac3e1353 feat: persist orchestrator sessions + user service + docs update 
- Orchestrator now saves turns to session store so history survives page refresh
- UI session_id updated from job result; history controls attached to agent turns
- Cortex migrated from system service to systemd user service (no more sudo)
- Update README.md and CLAUDE.md with correct service commands

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-18 23:08:38 -04:00
Scott Idem
ed472ce9a0 feat: Intelligence Layer Phase 1 — orchestrator service 
Adds the Gemini API orchestrator (ReAct tool loop → Claude responder):

Orchestrator engine + router:
- orchestrator_engine.py: Gemini API tool loop, Claude CLI handoff
- routers/orchestrator.py: POST /orchestrate (async job queue), GET /orchestrate/{job_id}

Tools (cortex/tools/):
- web.py: DuckDuckGo web search (no key required)
- ae_knowledge.py: ae_journal_search + ae_journal_entry_create (AE V3 API)
- ae_tasks.py: ae_task_list (reads agents_sync Kanban filesystem)
- files.py: file_read (path-allowlisted to safe dirs)

Config + deps:
- config.py: orchestrator, DuckDuckGo, and AE API settings
- requirements.txt: google-genai, duckduckgo-search
- .env.default: reference config with all new keys documented

Docs:
- CLAUDE.md, README.md, documentation/ added to repo
- Port references updated 7331 → 8000 throughout
- Default model updated to gemini-2.5-flash

Tested: ae_task_list, ae_journal_search, web_search all working end-to-end.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-18 19:37:49 -04:00