- inject_mode: per-role toggle (parallel to inject_datetime) gates the
"Current mode: Off The Record" line in the system prompt; wired through
model_registry, context_loader, chat router, orchestrator router, and
local_llm settings UI
- OTR orchestrator fix: OrchestrateRequest now carries off_record;
_finalize_job stores it per message and gates log_turn on it; JS
orchestrate payload sends off_record correctly
- Per-message hover metadata: removed always-visible .model-tag; replaced
with .msg-meta strip in the action bar (hover-only); shows model label,
host, fallback indicator, and OTR badge; stored in session JSON
- Send/stop button tooltip: shows role + model and (when tools on)
separate orchestrator model + engine label; live elapsed timer on stop
button via startRunTimer/stopRunTimer
- OrchestratorResult.backend_label: new field; openai_orchestrator fills
it; finalize_job propagates it to job dict and session messages
- GET /backend: exposes orchestrator_model label so the frontend tooltip
can show both models separately
- TODO: session delete confirmation added
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
context_loader.load_context() now accepts a mode param ("chat"|"otr").
In OTR mode, the --- System --- block gains a second line:
Current mode: Off The Record — this conversation is private
and will not be logged or included in memory distillation
routers/chat.py passes mode="otr" when req.off_record is True.
Normal chat and all orchestrator calls stay at mode="chat" (no change
to the System block). The System block consolidates date/time and mode
in one place, matching the existing timestamp pattern.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Notifications page:
- NC Talk section expanded: url, bot_secret, notification_room,
nc_username, nc_app_password — all fields from channels.json now editable
- Per-channel sections use <details>/<summary> collapsibles; auto-open
when values are present
- Secrets use type=password with "leave blank to keep" semantics
- Google Chat outbound webhook in its own collapsible section
Account settings:
- HTTP POST Allowlist section added (same textarea pattern as email allowlist)
- POST /settings/http-allowlist route saves home/{user}/http_allowlist.json
- Example placeholder shows ha.dgrzone.com and n8n patterns
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Inara's exploration of a living-wiki knowledge compilation architecture
as an alternative to RAG — three-layer model, ingest/query/lint ops,
and a mapping to existing Cortex concepts.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Both tools now accept max_chars up to 131072 to accommodate long
documentation pages and large API responses.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
web_read(url, max_chars=16000) — fetches a URL and extracts clean article
text via trafilatura, stripping ads/nav/boilerplate. Returns markdown.
session_read(date) — reads a full session log by YYYY-MM-DD date; lists
available dates if the requested one is not found.
http_fetch gains a max_chars param (default 8192, max 32768) so the cap
is configurable instead of hardcoded.
Tool count: 45 → 47.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Extract orchestrator inner loop into _doOrchestrate() so the retry button
can re-run without re-adding the user message to DOM or history — same
pattern as the existing chat retry.
Also set AsyncOpenAI(timeout=settings.timeout_local) so slow remote models
(OpenRouter/DeepSeek) get the same 300s budget as local chat calls instead
of the SDK default which varies by connection.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- CLAUDE.md: date → 2026-05-08, add Proactive notifications row to channel table
- HELP.md: update Notifications settings entry, expand Push Notifications section
with channel config link, add test API endpoints to reference table
- TODO__Agents.md: mark notifications dedicated page and pywebpush fix as done
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
pywebpush 2.x routes string keys through Vapid.from_string() which only
handles raw/DER base64 — not PEM. Pre-build the Vapid object so the key
deserializes correctly.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds GET /settings/notifications (dedicated page with channel form + two
test buttons) and updates POST /settings/notifications to render that page.
Settings page now shows a compact link card instead of the full form.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- POST /api/push/test: sends "Test notification from Cortex" via the
user's configured notification channel (web_push / NCT / email / etc.)
- POST /api/push/reminders/check: runs the daily reminder check immediately
for the current user, returns reminders_found count
Both require an active session cookie. Useful for verifying channel setup
without waiting for the 09:00 scheduler job.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Routes web_push through notification.py alongside NCT/email/Google Chat,
and fires daily reminder summaries via the scheduler.
- notification.py: _notify_web_push() + "web_push" case in notify();
all four channels (web_push/email/nextcloud/google_chat) now routable
- scheduler.py: _run_reminder_check() daily at 09:00 — reads due reminders
per persona via set_context(), formats up to 3 entries, calls notify()
- routers/settings.py: "web_push" added to valid notification_channel values
- static/settings.html: "Browser Push Notification" option in channel selector
- TODO__Agents.md: proactive notifications section marked complete
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Mirrors the pattern already in openai_orchestrator.py. The Gemini engine
was still hardcoded to the global orchestrator_max_rounds setting.
- orchestrator_engine.py: max_rounds param on run() and _run_from_contents();
effective_limit = min(per_model_limit, global_limit); stored in checkpoint
so resume() respects it across confirmation gates
- routers/orchestrator.py: passes orch_model.get("max_rounds") to run()
- tools/agents.py: passes model_cfg.get("max_rounds") for gemini_api spawns
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds a synchronous sub-agent spawning tool that lets the orchestrator
delegate tasks to a specific role's model and tool set.
- cortex/tools/agents.py: spawn_agent(task, role, tier, timeout, max_rounds)
- Supports local_openai and gemini_api model types
- Per-host asyncio semaphore (keyed by host_id or model type)
- asyncio.wait_for() enforces timeout; admin-only tool
- cortex/model_registry.py: max_concurrent field in host schema (default 3,
clamped 1-20); backfilled on _normalize() for existing hosts
- cortex/routers/local_llm.py + local_llm.html: "Max parallel" number input
in host add/edit forms
- cortex/tools/__init__.py: spawn_agent registered in TOOL_CATEGORIES["Agents"],
_CALLABLES, TOOL_ROLES (admin), and _ALL_DECLARATIONS
- Docs: TOOLS.md count 44→45, spawn_agent section; HELP.md tool table updated;
ARCH__FUTURE.md Round 2 completed items; TODO__Agents.md spawn_agent checked;
CLAUDE.md tool count and list updated
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Each role can now disable the current date/time header injected into the
system prompt. Default is true (all existing roles unchanged). Useful for
pure processing roles (summarizer, classifier, translator) where temporal
context is irrelevant or could cause unexpected model behavior.
Changes:
- model_registry: set_role_config/get_role_config gain inject_datetime field
- context_loader: load_context gains inject_datetime param (default True)
- orchestrator router: passes inject_datetime from role_cfg to load_context
- local_llm router: reads inject_datetime from POST body, passes to registry;
role_config_data_js includes the field
- local_llm.html: checkbox in role config panel; populate on open, save on submit
Session logs still timestamp every turn (HH:MM header in YYYY-MM-DD.md files)
regardless of this setting — the toggle only affects the system prompt header.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
reminders_add now accepts optional due: YYYY-MM-DD parameter.
Due date stored as first line of section body in REMINDERS.md.
context_loader.py calls load_due_reminders() instead of loading REMINDERS.md
wholesale — future-dated reminders are suppressed in the system prompt until
their date arrives. Undated reminders always surface (backward compatible).
reminders_list shows due status per entry: [OVERDUE by N days], [due TODAY],
or [due: YYYY-MM-DD] for future items. All reminders visible via the tool
regardless of date; only context surfacing is filtered.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Protects all models in the Primary/Backup chain regardless of context window:
- _context_budget(): 75% of model_cfg["context_k"] * 1000 (default 32k if unset)
- _estimate_tokens(): char count / 4 + 3k overhead for tool schemas
- _compact_messages(): truncates old tool results to 400 chars, keeps last 6
intact (~2 recent rounds), logs chars saved per compaction pass
- Compaction runs before every API call; log line now shows estimated token count
- Malformed tool call args logged with model/args detail instead of silent {}
- finish_reason check accepts "stop" and None alongside "tool_calls" (some
models return wrong reason even when tool_calls are present)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
