Commit Graph

83 Commits

Author SHA1 Message Date
Scott Idem
a92fd90f0d feat: Anthropic SDK backend — API key alternative to Claude CLI OAuth
Adds `anthropic_api` model type so users can authenticate with a direct
Anthropic API key instead of (or alongside) the CLI OAuth session.

- model_registry.py: `anthropic_api` type; `save/get/remove_anthropic_api_key()`
  mirroring the Google account pattern; `save_cloud_model()` now picks type
  based on credential type (cli → claude_cli, api_key → anthropic_api);
  `_resolve_model()` merges api_key from the credential entry
- llm_client.py: `_anthropic_api()` backend (AsyncAnthropic SDK); dispatch
  and fallback wiring; usage tracking
- routers/local_llm.py: Anthropic API key management routes
  (POST /settings/local/anthropic-key, /anthropic-key/{id}/remove);
  `anthropic_api` badge and edit-form credential selector
- static/local_llm.html: Anthropic Cloud Provider block now shows API key
  management (add/remove); Add Model → Anthropic tab has credential selector
  (CLI vs API key)
- requirements.txt: enable anthropic>=0.40.0

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13 21:30:56 -04:00
Scott Idem
70665fadff feat: schedules UI, task cron type, monthly/yearly schedules, AE DB tools, integrations page
- Schedules web UI (/settings/crons): list, add, edit, pause/resume, delete jobs
- cron task type: full orchestrator tool loop on a schedule, result → notification channel
- parse_schedule: monthly/yearly formats (monthly:DD:HH:MM, yearly:MM:DD:HH:MM)
- HA inbound webhook tools toggle: orchestrator loop vs. direct LLM, configurable in UI
- ae_db_query/describe/show_view: SELECT-only Aether MariaDB access (admin, per-user creds)
- /settings/integrations: admin-only page for Aether DB credentials
- Schedules nav link added to all settings pages
- pymysql added to requirements
- Docs updated: HELP.md, MASTER.md, CLAUDE.md

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13 21:06:43 -04:00
Scott Idem
96b3c796c5 feat: file attachment support in chat (images + text/code files)
Text files (.md, .py, .js, .json, etc.): read client-side and injected
into the message body as a fenced code block — works with all backends
with zero model capability requirements.

Images (PNG/JPG/WebP/GIF, max 5 MB): encoded as base64 data URL on the
client and sent as a separate attachment field. Backend formats them as
OpenAI multimodal content (text + image_url) for local_openai backends.
Claude CLI and Gemini CLI see the text message with a "📎 filename.png"
note; image data is never written to session history.

- index.html: 📎 button + hidden file input in mode-select row;
  attachment-row preview area with thumbnail (images) or filename chip
- app.js: _resolveAttachment(), file reader, clearAttachment();
  sendMessage/sendOrchestrate updated to allow no-text sends when a
  file is pending; attachment spread into chat payload for images
- chat.py: Attachment model; attachment field on ChatRequest;
  llm_attachment extracted in _stream_chat and passed to complete()
- llm_client.py: attachment param through complete()/_dispatch()/_local();
  _local() builds multimodal content array for vision calls
- style.css: #attach-btn, #attachment-row, #attachment-preview, thumb

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-12 21:46:50 -04:00
Scott Idem
3716e5974f feat: Phase 3 model toggle — cycle chat-role slot models in UI
Replaces the role-cycle toggle with a slot model toggle in the Context &
Memory panel. The active model label is shown on the button; clicking cycles
through Primary → Backup 1 → Backup 2 slots configured for the Chat role.

- app.js: remove activeRole()/availableRoles role-cycling; add
  activeChatModel()/chatModels slot cycling; update send/orchestrate
  payloads to send slot + chat_role:"chat"; fix updateSendBtnTitle and
  startRunTimer to use activeChatModel()
- chat.py: add slot field to ChatRequest; pass slot= to complete();
  resolve backend_label from slot config; add _chat_slot_models() helper;
  include chat_models in GET /backend response
- HELP.md: update Model toggle description, tool count (62/16),
  Backends section, API chat payload example

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-12 21:32:43 -04:00
Scott Idem
4c3d9a7a65 refactor: extract shared settings stylesheet (pg.css) and clean up inline styles
- Create cortex/static/pg.css with shared variables, nav, containers, form
  elements, button classes, text utilities, and feedback messages
- All four settings pages (settings, notifications, tools, help) now link to
  pg.css and have page-specific-only <style> blocks
- Style block line counts reduced: settings 244→70, notifications 189→42,
  tools 126→88, help 122→75
- Inline style= attributes reduced: settings 45→4, notifications 7→3,
  tools 12→4, help 0
- Introduced shared CSS classes: .btn-submit, .btn-save, .btn-cancel,
  .btn-secondary, .action-link, .hint, .section-note, .page-title,
  .page-subtitle, .page-wrap, .usage-table, .tool-cat-row
- Fix tools_settings.py: replace server-generated inline styles on category
  header rows with .tool-cat-row CSS class
- Fix settings.py: add btn-save/btn-cancel/persona-rename-cancel classes to
  server-rendered persona rename form buttons

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-11 23:22:59 -04:00
Scott Idem
8ab1942514 refactor: migrate Tool Permissions from Settings to /settings/tools
- Remove Tool Permissions form from settings.html; replace with a
  "Tool Settings →" link that redirects to /settings/tools
- Add Confirmation Gate section to tools_settings.html (allow/deny
  textareas) inside the same form as risk policy — one save covers all
- tools_settings.py save handler now writes allow/deny alongside
  max_risk/whitelist/blacklist into tool_policy.json
- Remove /settings/tool-policy POST route from settings.py (no longer needed)
- Remove get_tool_policy, save_tool_policy, CONFIRM_REQUIRED imports
  from settings.py (now owned by tools_settings.py)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-11 22:50:48 -04:00
Scott Idem
69ec2f667d feat: tool risk policy UI + wiring through all orchestrators
- New /settings/tools page: max_risk selector (low/medium/high) + per-tool
  override dropdowns (Default / Force include / Force exclude) for all 58 tools
  grouped by category with color-coded risk badges; JS updates Auto status live
- get_tools_for_role() + get_openai_tools_for_role() now accept max_risk,
  whitelist, blacklist; _apply_risk_policy() handles the filtering logic
- get_risk_policy() helper in auth_utils reads from tool_policy.json
- Risk policy wired through orchestrator.py, openai_orchestrator.py,
  orchestrator_engine.py, nextcloud_talk.py, homeassistant.py
- Tools nav link added to settings.html and notifications.html
- CLAUDE.md and ARCH__SYSTEM.md updated: tool count 50→58, risk system docs,
  tool access control three-layer model documented

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-11 22:45:04 -04:00
Scott Idem
ba91de37c5 feat: Home Assistant settings UI + fix channels.json
notifications.html: add Home Assistant section with two collapsible
blocks — Connection (HA URL + Long-Lived Access Token) and Inbound
webhook (webhook ID with endpoint URL hint showing the username).
Token field uses keep-existing pattern (blank = no change).

settings.py: wire ha_url, ha_token, ha_webhook_id through
_notifications_page() template substitution and save_notifications()
POST handler. Preserves existing HA config fields (persona, tier,
role, tools) on save.

TODO__Agents.md: add Home Assistant integration planning section
(event design, richer payload template, HA API tools).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-11 21:18:45 -04:00
Scott Idem
1d361fe809 feat: NCT orchestrator support + Home Assistant webhook
nextcloud_talk.py:
- Fix missing import hmac / import hashlib (NameError bug in _verify_signature)
- Add orchestrator routing when channels.json "tools": true — sends
  " Working on it…" immediately, then runs the full tool loop and
  replies with the result; checkpoint case gets a web UI confirmation note
- Read tier and role from channel config (defaults: default_tier / "chat")
- Pass cfg through to _process_message

homeassistant.py (new):
- POST /webhook/ha/{username}/{webhook_id}
- Auth: webhook_id path segment matched against channels.json
- Accepts JSON or form-encoded body from HA automations
- Builds natural-language task from payload (uses "message" key if present,
  otherwise serialises full body as context)
- Same orchestrator/direct dispatch as NCT
- Delivers response via notify() — NC Talk, web push, or configured channel
- Session key: ha_{username} for continuity across HA events
- Registered in main.py; /webhook/ prefix already public in auth_middleware

channels.json schema addition:
  "homeassistant": {
    "webhook_id": "your-secret-id",
    "persona": "inara",
    "tier": 2,
    "role": "chat",
    "tools": false
  }

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-11 19:45:59 -04:00
Scott Idem
19d6f004ed feat: reasoning level select (Off/Light/Moderate/High/Max)
Replace free-form reasoning_budget_tokens number input with a 5-level
select in both the edit form (local_llm.py) and add-model form
(local_llm.html). Values: 0 / 1024 / 4096 / 8192 / 32768 tokens.
Edit form pre-selects the stored value.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-09 21:44:20 -04:00
Scott Idem
a66c5a7f84 feat: reasoning token budget + session name in header
- reasoning_budget_tokens: optional int field on local_openai models;
  when set, injects {"reasoning": {"budget_tokens": N}} via extra_body
  into every OpenRouter API call (both tool-loop and confirmation-gate
  rounds). Field exposed in the model edit form in Settings.

- session name moved from standalone full-row div between #messages
  and #input-area into the persona-switcher block in the header, as a
  third dim line under "Cortex · Local". Collapses when empty via
  :empty CSS. No JS changes required.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-09 21:35:23 -04:00
Scott Idem
85792a7bcf feat: per-role inject_mode, OTR fixes, hover metadata, send/stop tooltip
- 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>
2026-05-09 16:12:03 -04:00
Scott Idem
128d8a7c1e feat: inject session mode into persona system prompt
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>
2026-05-09 14:35:09 -04:00
Scott Idem
348ca120c1 feat: full channels.json UI + http_allowlist settings
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>
2026-05-09 13:57:18 -04:00
Scott Idem
19475610be feat: move Notifications to its own settings sub-page
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>
2026-05-08 23:43:52 -04:00
Scott Idem
3c7ecf4e4f feat: notification test endpoints — POST /api/push/test and /api/push/reminders/check
- 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>
2026-05-08 23:34:58 -04:00
Scott Idem
64020ad982 feat: proactive notifications — web_push channel + daily reminder check
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>
2026-05-08 23:28:49 -04:00
Scott Idem
47d23a7b2f feat: per-model max_rounds for Gemini orchestrator engine
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>
2026-05-08 22:54:37 -04:00
Scott Idem
09d775b47b feat: spawn_agent tool + host max_concurrent + docs
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>
2026-05-08 22:48:21 -04:00
Scott Idem
6ad7597db8 feat: per-role inject_datetime toggle for system prompt
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>
2026-05-08 21:53:35 -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
c02d2462b0 feat: agent notes, OpenRouter onboarding, usage tracking, per-role tools docs
Agent notes tool (cortex/tools/agent_notes.py):
- Private durable notepad for the orchestrator — not user-visible
- agent_notes_read/write/append/clear with 3 rolling backups
- Per-persona isolation via ContextVars; no TOOL_ROLES gating needed
- PROTOCOLS.md updated to make this a core proactive tool

OpenRouter guided onboarding:
- Setup Step 3 (/setup/model) — OpenRouter quick-connect with curated model list
- Amber banner in chat for users on server-default model
- Settings quick-link card (/settings/models OpenRouter section)
- POST /setup/model/skip for users who want to bypass Step 3
- Holly pre-configured: DeepSeek V4 Flash (OpenRouter) → Gemma Medium (local) → claude_cli

Usage tracking:
- cortex/routers/usage.py — GET /api/usage, /api/usage/summary, /api/usage/all (admin)

Documentation:
- HELP.md: Tools section rewritten — full tool table by category, per-role tool sets explained
- TOOLS.md: Agent Notes section added; count corrected to 44
- ARCH__SYSTEM.md, ARCH__BACKENDS.md, MASTER.md, CLAUDE.md, README.md updated
- TODO__Agents.md: onboarding task checked off with deviation notes

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-08 21:25:31 -04:00
Scott Idem
02accefe8f feat: audit log in Files panel sidebar
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>
2026-05-05 20:36:08 -04:00
Scott Idem
584ae679a6 feat: tool call audit log
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>
2026-05-05 19:55:59 -04:00
Scott Idem
ddf44a2aee feat: web push notifications (VAPID)
- push_utils.py: subscription storage + send helper (auto-prunes 410 endpoints)
- routers/push.py: GET /api/push/vapid-key (public), POST/DELETE /api/push/subscribe
- sw.js: push event listener shows notification; notificationclick focuses/opens tab
- app.js: subscribe/unsubscribe flow + "Enable notifications" toggle in settings dropdown
- tools/notify.py: web_push orchestrator tool (user-level, no admin required)
- VAPID keys in .env; pywebpush added to requirements.txt

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-05 19:38:58 -04:00
Scott Idem
0b96772fa6 fix: show session friendly name in resume message and status bar
/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>
2026-05-05 19:14:59 -04:00
Scott Idem
508fb638ad feat: distill safeguards — rolling backups + sanity checks
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>
2026-05-05 18:54:27 -04:00
Scott Idem
0ffcd57c95 fix: multi-user distillation + datetime in context + session log labels
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>
2026-05-05 18:44:51 -04:00
Scott Idem
eab92d876d refactor: split tool declarations into domain files + role config UI
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>
2026-05-01 20:40:50 -04:00
Scott Idem
49123cdd5c feat: per-role tool lists and system prompt overlays
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>
2026-05-01 20:00:38 -04:00
Scott Idem
6405dd338d feat: proper confirmation-resume flow + per-user tool policy
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>
2026-04-30 19:14:53 -04:00
Scott Idem
bce7de647c feat: proactive notifications — email, NC Talk, Google Chat per user
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>
2026-04-29 22:32:22 -04:00
Scott Idem
db3dd465b2 feat: email allowlist management in Settings + Files panel
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>
2026-04-29 21:56:45 -04:00
Scott Idem
a5658eb3c4 feat: edit existing model entries in the Model Registry
- 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>
2026-04-29 21:08:09 -04:00
Scott Idem
334e7f0dea feat: role-based tool access, confirmation gates, and new orchestrator tools
- 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>
2026-04-29 19:23:53 -04:00
Scott Idem
25182a1765 feat: PWA support — manifest, service worker, icons, public auth exemption
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-29 18:46:33 -04:00
Scott Idem
66cb197de0 feat: last-used persona cookie, emoji dropdown, theme support, auth status move
- 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>
2026-04-28 22:52:34 -04:00
Scott Idem
2b9dd53566 feat: replace Agent mode with independent Tools toggle
- 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>
2026-04-28 20:36:15 -04:00
Scott Idem
1cc7988953 feat: add shell_exec tool and fix orchestrator model name resolution
- 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>
2026-04-28 20:29:46 -04:00
Scott Idem
8baab874f1 feat: replace backend/slot toggle with role selector
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>
2026-04-28 19:23:18 -04:00
Scott Idem
962d58d2e2 feat: model registry Phase 3 — slot-based backend toggle
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>
2026-04-27 21:43:08 -04:00
Scott Idem
6e56024815 fix: settings page and help docs updated for model registry V2
settings.html:
- Remove Gemini API Key section (keys now managed in Model Registry)
- Rename "Local Models" → "Model Registry" with updated description
  covering all providers (Anthropic, Google, local hosts)
- Update button text: "Manage local models" → "Manage models"

settings.py: remove dead gemini_key template variable lookups

HELP.md:
- Fix navigation path: ☰ → Account → Model Registry → Manage models
- Restructure Model Registry section as ordered steps (1: providers/hosts,
  2: add models, 3: assign roles) so dependency order is clear
- Add explicit note that accounts/hosts must exist before adding models

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-27 21:07:05 -04:00
Scott Idem
f08b033d6c feat: model registry Phase 2 — cloud provider UI (Anthropic + Google)
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>
2026-04-27 20:41:06 -04:00
Scott Idem
45c95d20ba feat: model registry V2 — provider-aware schema with multi-account support
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>
2026-04-27 20:21:04 -04:00
Scott Idem
3b3456600a feat: store and display backend + host metadata on chat messages
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>
2026-04-08 22:16:48 -04:00
Scott Idem
d9a322164a feat: OpenAI-compatible orchestrator + backend auto-routing
- 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>
2026-04-08 19:18:18 -04:00
Scott Idem
a6e404c143 feat: host_type field for OpenRouter / OpenAI-compatible API support
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>
2026-04-06 21:11:22 -04:00
Scott Idem
8570e8d852 fix: backend toggle not sent to server; add per-message model tag
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>
2026-04-05 22:10:40 -04:00
Scott Idem
608e1de246 feat: model registry UI — hosts, models, role assignments
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>
2026-04-05 21:31:32 -04:00
Scott Idem
6a1a1c2686 feat: unified model registry with role-based routing
Introduces model_registry.py as the single source of truth for all LLM
backend configuration. Replaces scattered backend settings across user_settings,
config distill_backend_*, and the UI toggle.

model_registry.py:
- Per-user home/{user}/model_registry.json with version, hosts, models, roles
- Models have: type (local_openai|claude_cli|gemini_cli|gemini_api), label,
  model_name, host_id, context_k (tokens), tags (capability labels)
- Roles map to priority chains: primary, backup_1..backup_4
- Built-in IDs (claude_cli, gemini_cli, gemini_api) always resolvable
- Auto-migrates existing local_llm.json on first access
- CRUD: save_host, remove_host, save_model, remove_model, set_role
- get_model_for_role(): registry → .env default → hardcoded fallback

config.py:
- role_chat/orchestrator/distill/coder/research .env defaults
- defined_roles: comma-separated standard role list (extensible)
- get_defined_roles() and get_role_default() helper methods

llm_client.complete():
- New role= parameter (default "chat") for registry-based routing
- model= still accepted for explicit UI toggle override
- _claude() and _local() accept model_cfg dict instead of raw string
- _local() uses pre-resolved config from registry

memory_distiller.py:
- distill_mid/long now use role="distill" (no more distill_backend_* .env vars needed)

cron_runner.py:
- brief jobs use role="chat"

routers/chat.py + auth.py:
- Use model_registry instead of user_settings for local model info

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-05 21:25:18 -04:00