- 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>
Adds an "Audit Log" section (collapsed by default) at the bottom of the Files
panel showing tool_audit/YYYY-MM-DD.jsonl files for the current user.
- GET /api/audit/files — lists available dates (newest first, any auth user)
- GET /api/audit/day — returns entries for one date as JSON (any auth user)
- tool_audit.read_day() — reads a single day's JSONL file chronologically
- Clicking a date renders a read-only table: time / tool / status / args / result
- Status cells are colour-coded (green ok, red error, amber denied)
- Edit/Raw/Preview/Save buttons are hidden in audit view, restored on file switch
- Audit group starts collapsed; expands on click like other file groups
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
/history/{session_id} now returns a 'name' field alongside messages.
resumeSession() uses data.name first, then the sessionNames map, then
raw ID as fallback — so named sessions display correctly even on page
load before the sessions panel has been opened.
'Resumed session X' message also now shows the friendly name.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Root cause: 300px panel minus edit btn (28px) + meta (~130px) + delete
btn (28px) + gaps/padding left only ~70px (~7 chars) for the session name.
- Panel: 300px → 420px desktop, 300px → 380px mobile drawer
- Max-height: 340px → 400px
- Session item: name and meta now in a .session-body flex column, so the
name gets full body width (panel minus two buttons) — meta lives below
- Edit mode: hides .session-body + delete, input takes the full body slot
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Edit button (✎) moved to left of row, separated from delete (×)
- Clicking ✎ hides name/meta/delete and expands input to full row width
- Button changes to ✓ (accent color) while editing
- Enter or ✓ click = save; Escape = cancel without saving
- Removed accidental-save-on-blur behavior
- Edit button: 30% opacity at rest, 75% on row hover, 100% on direct hover
- Touch devices: edit button always at 60% opacity (no hover to reveal it)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Distillation was silently operating on scott/inara for all users due to
ContextVar defaults. All three distill endpoints now require ?user=&persona=
query params and validate them via persona.validate(). Memory distiller
signatures changed from Optional to required positional args — no more
global settings fallback. Scheduler now iterates all users/personas instead
of hardcoding the primary user.
- context_loader: inject current date/time as first system prompt section
- session_logger: use get_user()/get_persona() from context instead of
settings globals so Holly/Brian sessions show correct speaker labels
- memory_distiller: system prompts now reference u.title()/p.title()
instead of settings.user_name/settings.agent_name
- distill router: Query(...) enforces params; _resolve() validates persona
- scheduler: _all_personas() helper iterates every user/persona for distill
- app.js: runDistill() now appends ?user=&persona= via _fileParams
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
tools/__init__.py shrinks from 1,137 → 250 lines. Each domain file now
owns both its callables and its FunctionDeclarations (DECLARATIONS list),
so adding a new tool only touches one file.
New TOOL_CATEGORIES dict exported from __init__ — used by the UI for
grouped tool checkboxes.
Role config UI (Settings → Model Registry → Role Assignments):
- ⚙ button per role expands an inline configure panel
- Textarea for system_append (injected into system prompt for this role)
- Grouped checkboxes for tool allow-list (all checked = no restriction)
- POST /api/models/role-config saves both fields; updates ROLE_CONFIG_DATA
in-page so re-open reflects current state without a page reload
Backend:
- model_registry.set_role_config() writes system_append + tools to registry
- TOOL_CATEGORIES exported from tools/__init__ for UI rendering
- TOOLS.md header updated: 30 → 39 tools (ae_journal_* and cortex_* additions)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
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>
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>
- 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>
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>
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>
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>
- 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>
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>
- openai_orchestrator.py — new ReAct tool loop engine for any
OpenAI-compatible endpoint (OpenRouter, Open WebUI, Ollama, LiteLLM);
model handles both tool loop and final response, no Claude handoff needed
- tools/__init__.py — auto-derive OpenAI JSON Schema from existing Gemini
FunctionDeclarations so tool definitions have a single source of truth
- routers/orchestrator.py — route to openai_orchestrator when model registry
"orchestrator" role resolves to a local_openai type host
- routers/chat.py — pass role to _backend_label(); fix fallback_used logic
(only meaningful for explicit backend overrides, not auto-routing)
- static/app.js — add null/"auto" to backend cycle; fetch local model hint
without overriding the auto default on page load
- model_registry.py — _normalize() back-fills host_type on old registry files
- requirements.txt — add openai>=1.0.0
- ARCH__BACKENDS.md — document OpenAI-compat backend and routing logic
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds host_type ("openwebui" | "openai") to the host schema so Cortex can
talk to both Open WebUI/Ollama and OpenRouter/standard-OpenAI endpoints.
Path differences per type:
openwebui (default): /api/chat/completions, /api/models
openai: /chat/completions, /models
model_registry.py:
- host_type added to host schema (default "openwebui", backward compat)
- save_host() accepts host_type parameter
- _resolve_model() passes host_type through with the merged host fields
llm_client._local():
- Reads host_type from resolved model_cfg
- Selects correct chat completions path accordingly
routers/local_llm.py:
- save_host route accepts host_type form field
- fetch-models uses /models for openai type, /api/models for openwebui
- Existing host rows show type selector pre-filled from stored value
local_llm.html:
- "Add host" form includes type selector
To use OpenRouter:
- Add host: URL = https://openrouter.ai/api/v1, Type = OpenAI-compatible
- API key from openrouter.ai (store in .env or model_registry.json only)
- Fetch models or add manually (e.g. anthropic/claude-sonnet-4-5-20251022)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Fixes:
- app.js was tracking primaryBackend locally but never included
model: primaryBackend in the /chat POST body, so the server always
used settings.primary_backend regardless of what the user clicked.
Now model: primaryBackend is sent on every chat request.
- Responses were only annotated when fallback occurred. Now every
assistant message shows a small model tag at the bottom right.
chat.py:
- _backend_label() resolves human-readable name:
claude → "Claude", gemini → "Gemini",
local → registry label (e.g. "Gemma 4 E4B") or model_name
- SSE payload now includes backend_label field
app.js:
- model: primaryBackend added to /chat fetch body
- After every response, appends .model-tag div with backend_label
- Fallback shows "⚡ fallback → <label>" in amber; normal is muted
- Removed separate system message for fallback (tag covers it)
style.css:
- .model-tag: small muted text, right-aligned, separated by thin line
- .model-tag.fallback: amber (#f59e0b)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replaces the single-host local model settings page with a full model
registry interface at /settings/local.
Hosts section:
- List existing hosts with inline edit + save + remove
- Collapsible "Add host" form
- Per-host "Fetch models" button
Models section:
- List all models with label, model name, host, context_k badge, tags
- Remove button
Add Model section:
- Host dropdown, label, model name, context_k, tags (comma-separated)
- "Fetch models from host" with auto-fill picker
Role Assignments section:
- One row per defined role (chat, orchestrator, distill, coder, research)
- Primary + backup_1 + backup_2 dropdowns per role
- Dropdowns pre-filled from registry on load
- AJAX save on change (POST /api/models/role) with toast confirmation
- Built-in models (claude_cli, gemini_cli, gemini_api) always available in dropdowns
Backend:
- All user_settings references replaced with model_registry
- host/{id}/remove route added
- fetch-models now accepts host_id query param
- POST /api/models/role for AJAX role assignment
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replaces the lone "← Back to Cortex" link with a consistent page-nav
on both pages: ← Chat | Help | Settings | Sign out
Active page is highlighted purple; others are muted gray.
Settings page gets a {{ help_href }} template var from settings.py.
Help page builds nav links from the existing cfg JS object.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- cortex/static/HELP.md: shared Help & Reference base served to all users
- help.html: loads shared base + appends persona-specific HELP.md if present
- inara/HELP.md: cleared (content moved to shared base)
- Google OAuth: registered scott.idem@oneskyit.com; flow now working end-to-end
- .gitignore: exclude home/**/sessions/ (runtime logs)
- New personas tracked: home/holly/persona/donut/, home/scott/persona/developer/
- Removed orphans: holly/, personas/, cortex-holly.service
- CLAUDE.md: updated current state and recently completed list to 2026-03-27
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Change type="password" to type="text" — the main signal password
managers use. Also add autocomplete="off", data-lpignore, data-1p-ignore
for broader coverage across Bitwarden, 1Password, LastPass.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Settings page gains two new sections:
- Connected Accounts: shows linked Google email (read-only)
- Gemini API Key: paste personal key from aistudio.google.com,
shows masked hint of saved key, remove link to revert to server key
POST /settings/gemini-key saves/clears gemini_api_key in auth.json.
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>
app.js updates the <link rel="icon"> to the active persona's emoji on
load (CORTEX_EMOJI is already injected server-side). /favicon.ico route
added as a fallback for login/settings/help pages that don't have
persona context.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
beforeunload closes the EventSource explicitly so the browser doesn't
log "connection interrupted while page was loading". onerror handler
suppresses auto-reconnect noise if the connection temporarily drops.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Session ID is stored in localStorage keyed to user+persona. On page load
it's silently restored if within 30 min of last activity. Timestamp
updates on every sent message. New session / delete session clears the
stored ID so the TTL logic stays consistent.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
