Scott.Idem/Cortex-Inara
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658c5089258d6edde35daf648a6630d120e84b53
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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
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
165cf3552d docs: update TODO and ROADMAP for 2026-04-29 session 
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>
 2026-04-29 22:03:50 -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