- cortex/static/TOOLS.md — tool reference extracted from HELP.md; uses ##
headers so each category is collapsible. All 30 tools with descriptions.
- cortex/static/HELP.md — UI guide only; tools section replaced with a
one-line pointer to the Tools tab.
- help.html — three tabs (UI Guide / Tools / Persona); tab choice persists
in localStorage. Tools tab defaults all sections open. Persona tab shows
home/{user}/persona/{name}/HELP.md with an empty-state message if unset.
- context_loader.py — loads cortex/static/TOOLS.md into context at tier 2+
(replaces the previously empty persona HELP.md load). Persona HELP.md
still loaded if non-empty, as persona-specific additions.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replaces single flat table with category sections, each with a description
column. Footnotes moved to the top of the section for clarity. Covers all
30 tools including the new cortex_status, cortex_update, reminders_remove,
ae_journal_entry_read, ae_journal_entries_list, and email_send.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
cortex_status: git branch/commit/ahead-behind + systemctl state — read-only
cortex_update: git pull + syntax check all .py files + report; does NOT auto-restart.
If syntax errors are found after pull, warns and blocks restart suggestion.
Call cortex_restart separately to apply a clean update.
Both are admin-only. cortex_update is confirm-required (modifies files on disk).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add reminders_remove (targeted single-reminder removal, no confirm needed)
- Add ae_journal_entry_read, ae_journal_entries_list to AE Journals row
- Add email_send (admin-only) to Notifications row
- Remove TASKS.json from Files table (not in the Files panel)
- Add email_allowlist.json to Files table (Settings group in Files panel)
- Update last-updated date
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>
- ae_journal_entry_read: expose full entry content by id_random (title,
journal, tags, summary, full content with configurable truncation)
- ae_journal_entries_list: browse all entries in a journal newest-first,
numbered with id/title/tags/summary/date and pagination support
- ae_journal_search: richer output — tags, updated date, 400-char preview
(was 200), show summary OR preview (not both when summary exists)
_get_entry() was already implemented; read tool just exposes it properly.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- reminders_remove(index) removes one reminder by 1-based index
- reminders_list now returns numbered output (1. heading / body)
so any model can easily identify which index to pass
- _parse_sections() / _sections_to_text() helpers for clean round-trip
- Not in CONFIRM_REQUIRED — targeted removal is safe without a gate
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>
notification.py now handles all three outbound channels. Email defaults
to the user's login address (google_email from auth.json); an optional
override can be set in channels.json. Google Chat uses an incoming
webhook URL. NC Talk was already wired, just needs notification_room set.
Settings page gains a Notifications section: channel dropdown, optional
email override, NC room token, and Google Chat webhook URL. All stored
in per-user channels.json.
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>
Settings page gets an editable textarea (POST /settings/email-allowlist)
so users can view and update their per-user regex allowlist without
touching the raw JSON file.
Files panel gains a "Settings" group containing email_allowlist.json as
a raw JSON editor backup — served from home/{user}/ via files.py USER_FILES.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Each entry in email_allowlist.json is treated as a re.fullmatch pattern
(case-insensitive). Allows domain wildcards, plus-addressing, and any
variation expressible as a regex. Invalid patterns are logged and skipped.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Reads home/{username}/email_allowlist.json (JSON array of addresses).
Fails safe: if file is missing or address not listed, send is blocked with
an informative message. home/ is gitignored; create the file manually per user.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Wraps the existing email_utils.send_email helper as an admin-only tool.
Accepts to, subject, body (plain text); newlines converted to <br> for HTML part.
Registered in _CALLABLES, _ALL_DECLARATIONS, and TOOL_ROLES (admin).
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>
- 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>
Replace plain textarea with CodeMirror 5 + markdown mode loaded from
jsDelivr CDN. Editor fills the modal body via flex layout, theme-aware
via CSS vars (cursor, selection, headings, bold/em/links/code all mapped
to Cortex dark/light palette). Lazy init on first file open; history
cleared per-file so undo doesn't bleed across files.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- cx_last_persona cookie set on serve_ui; root/login/help/settings
redirects use preferred persona from cookie instead of alphabetically first
- /api/personas returns [{name, emoji}] objects; persona switcher dropdown
renders emoji + name with flex layout and .pd-emoji span
- Help, Settings, Model Registry pages apply localStorage theme on load
(no flash); CSS variables for dark/light replacing all hardcoded hex values
- Claude CLI auth status moved from prominent chat banner to Anthropic
provider block in Model Registry — live dot indicator (ok/warn/err)
- Auth banner removed from main chat UI (index.html, app.js, style.css)
- Add Model collapsed into Models section as <details> to shorten page
- Light-mode overrides for provider icons, model badges, ctx-badge, tags
(Anthropic/Google/local colors now readable in both themes)
- Help page gains table, pre/code, hr styles for HELP.md rendered content
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Four new tools for full journal entry lifecycle management:
- ae_journal_entry_update — PATCH any combination of fields (title,
content, summary, tags, enable); only provided fields are changed
- ae_journal_entry_disable — soft-delete via enable=false
- ae_journal_entry_append — fetch entry, append timestamped section
to the bottom (ideal for running logs / data logs)
- ae_journal_entry_prepend — fetch entry, prepend timestamped section
to the top (most-recent-first pattern)
Shared _get_entry / _patch_entry helpers keep the read-modify-write
logic DRY. Also fixed journal_entry_create to prefer the canonical
journal_entry_id field over the legacy id_random alias.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Lists all Aether Journals for the configured account via
POST /v3/crud/journal/search with no filters (account scoped by header).
Returns name + id_random for each journal so the agent can discover
available journals before searching or writing entries.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
When height is set to S, mode-select collapses to a row (mode button +
compact tools toggle side by side). M and L keep the vertical column
layout where each control gets its own full-width row. Driven by
data-size attribute set in JS so the switch is instant on click, not
reliant on a viewport media query. Removed the redundant max-height
landscape query.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Stack Chat/Note/OTR button and tools toggle vertically (flex-direction:
column, align-items: stretch) on desktop so they share a tidy left column.
Mobile (≤520px) restores row layout; landscape phone (≤400px height) also
reverts to row to avoid crowding a short viewport.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The previous approach used a 600ms preview animation + syncHeight() which
collapsed the textarea back to 1 line (empty scrollHeight). Now syncHeight
enforces minHeight = maxHeight/3, so each setting (S/M/L) has a visibly
distinct resting height even when the input is empty.
S (120px): min ~40px ≈ 1-2 lines at rest
M (240px): min ~80px ≈ 3 lines at rest
L (480px): min ~160px ≈ 5-6 lines at rest
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Replace 3 S/M/L height buttons with one cycling button (like font size)
- Fix closeAllPanels() to include ctx-panel so Context and Settings menus
cannot be open simultaneously
- Fix ctxOpenBtn handler to use the same toggle-via-closeAllPanels pattern
as the settings button
- Align .hdr-dropdown shadow to var(--shadow) instead of hardcoded rgba
- Align #ctx-panel z-index to 200 (match .hdr-dropdown)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Replace height <select> with S/M/L buttons (data-height); active class shows
current setting; clicking an empty textarea briefly expands it as a preview
so the effect is immediately visible, then auto-shrinks back
- Add --amber/--amber-border/--amber-glow CSS vars to all 4 theme blocks:
dark=#f59e0b (bright), light=#b45309 (deep, 4:1 contrast on light bg)
Fixes local-on/tools-toggle/backend-hint being nearly invisible in light mode
- Rename "Backend" ctx-section to "Role" (matches the role-cycle toggle)
- Update backend-toggle title from stale "primary backend" to "Active role"
- Capitalize distill buttons (Short/Mid/Long/All) to match Memory layer style
- Improve all ctx-panel button titles for clarity
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- #mode-select changed from flex column to flex row (desktop + mobile unified)
- Chat/⚡ buttons now sit side-by-side at the same height as the textarea
- Removed stale mode-agent CSS rules (mode removed in prior commit)
- Mobile: simplified override — flex:1 only, direction/align already desktop default
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
OFF: very dim (nearly invisible) — makes it clear tools are inactive
ON: amber with glow — matches local-on pattern, clearly active
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>
The backend toggle now cycles through configured roles (chat, coder,
research, distill, etc.) instead of backup model slots within the chat
role. Each role uses its own primary→backup chain from the registry.
- ChatRequest.slot replaced by chat_role (default "chat")
- GET /backend returns available_roles instead of chat_models
- _available_roles_for_toggle() builds list from defined_roles, excluding
orchestrator (which has its own Agent mode)
- Model label on responses now reflects the actual role's assigned model
- Toggle is inert when only one role is configured (avoids useless cycling)
- Add "Clear browser cache" button to Account Settings (Connected Accounts)
- Add _role_model_label() helper for cleaner response tag labeling
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>
- Add Claude Opus 4.6 and Sonnet 4.5 (previous versions, still available)
- Fix context_k for Opus 4.7 and Sonnet 4.6: both have 1M context (was 200)
- Haiku 4.5 context_k 200 is correct
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Remove outdated gemini-2.0-flash and gemini-1.5-pro.
Add gemini-2.5-flash-lite (GA) and the three Gemini 3.x preview
models (gemini-3.1-pro-preview, gemini-3-flash-preview,
gemini-3.1-flash-lite-preview). All have 1M token context windows.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Backends section: add local as third backend option, explain model
tag on responses, clarify auto vs explicit toggle behavior
- Agent Mode: remove hard-coded "Gemini" reference — orchestrator model
is now configurable via role assignments
- New Model Registry section: step-by-step for adding Google accounts,
local hosts, cloud/local model entries, and role assignments
- API reference: add local to model field, add /settings/models endpoint
- Remove outdated In Progress section (local backend + multi-user shipped)
- Header controls table: update Backend description
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>
The AsyncOpenAI client always appends /chat/completions to base_url.
Open WebUI's endpoint is at /api/chat/completions, so for openwebui
host_type the base_url must include the /api prefix — same logic as
_local() in llm_client.py.
Also strip non-standard metadata fields (backend, host, etc.) from
session_messages before passing them to the API.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Previously any backend error would silently fall back to Claude.
Now if the user has a model configured via the model registry, errors
propagate to the UI so the actual problem is visible rather than hidden
behind a transparent backend switch.
Fallback still applies when using the default/auto backend with no
registry config.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Each assistant message in the session JSON now carries:
backend, backend_label, host (platform.node())
These fields are shown as model tags in the UI — on live responses and
when loading session history. Session log entries (sessions/YYYY-MM-DD.md)
include the backend label and host in the turn header.
The local (OpenAI-compat) backend strips non-standard fields before
sending messages to the API so extra fields don't leak upstream.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Previously the ~/.config/cortex/ directory and restic-password were only
created on the first backup run. Now install.py creates them eagerly so
the user can verify setup and back up the password immediately.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
On Arch Linux, venvs can be created without pip seeded in.
Detect the missing module before attempting pip install and
recover with `python -m ensurepip --upgrade`.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- backup.sh — backs up home/ (persona data, memory, tasks, crons) to a
local restic repo; auto-generates password on first run, prunes to
7d/4w/6m retention; excludes sessions/ and session_data/
- install.py — setup_backup_timer() installs cortex-backup.service +
cortex-backup.timer (daily 03:00, Persistent=true); skips gracefully
if restic is not installed
Password lives at ~/.config/cortex/restic-password (chmod 600, not in git).
Repo defaults to ~/backups/cortex-home-restic; override via RESTIC_REPOSITORY.
Per-user encrypted backup is a noted future feature.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
