- 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>
Every orchestrator tool invocation is recorded to home/{user}/tool_audit/YYYY-MM-DD.jsonl.
Each entry captures: timestamp, user, tool, args (truncated), status (ok/error/denied),
result length, and a 300-char result snippet.
- tool_audit.py: JSONL writer with per-file asyncio locks; read_recent / read_recent_all_users helpers
- tools/__init__.py: hook in call_tool() — fire-and-forget record on every dispatch
- routers/audit.py: GET /api/audit/recent and /api/audit/stats (admin-only)
- tools/files.py: add home_root() to file_read allowed roots so agents can read audit JSONL
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>
Before any memory file is overwritten, _rotate_backup() keeps 2 rolling
backups: MEMORY_*.bak1.md (most recent) and MEMORY_*.bak2.md (older).
_sanity_check() now also guards against size anomalies: the new content
must be between 40% and 250% of the old file size — anything outside that
range looks like truncation or runaway output and aborts the write.
Existing checks (min length, refusal phrases) still apply.
Backup files exposed in the Files panel (ALLOWED set) so they can be
reviewed and manually restored if needed.
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>
- 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>
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>
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>
- 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>
