Commit Graph

8 Commits

Author SHA1 Message Date
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
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
Scott Idem
a4daebdc9b feat: local LLM multi-model, session search, cron proactive types, notifications, docs overhaul
Local LLM:
- user_settings.py: per-user hosts/models config (local_llm.json)
- routers/local_llm.py + static/local_llm.html: dedicated settings page
- llm_client.py: local OpenAI-compatible backend via httpx
- config.py: LOCAL_API_URL/KEY/MODEL + per-backend timeouts
- Active model shown near backend toggle (amber hint text)

Memory distillation:
- memory_distiller.py: DISTILL_BACKEND_MID/LONG .env overrides
- scheduler.py + notification.py: notify NC Talk after mid/long distill
- notification.py: outbound channel abstraction (NC Talk, extensible)

Session search:
- routers/files.py: GET /sessions/search?q= with excerpts grouped by date
- static/index.html + app.js: search UI in file sidebar with highlight
- _esc() helper to prevent XSS in search results

Proactive cron:
- cron_runner.py: new job types — message (send directly) and brief (LLM + send)
- Both support optional per-job channel override

Channels:
- routers/nextcloud_talk.py: consolidated using notification._send_nct_message()
- routers/auth.py: local backend status in /auth/status
- routers/chat.py: /backend returns {primary, fallback, local_model} object

UI / UX:
- Copy button for user messages (matching assistant)
- Autocomplete disabled on sensitive form fields
- settings.html: local model section replaced with link to /settings/local

Docs overhaul:
- MASTER.md hub + ARCH__SYSTEM/BACKENDS/PERSONA/CHANNELS/FUTURE.md
- ARCH__Intelligence_Layer.md replaced with redirect table
- CORTEX.md trimmed to vision only; README updated
- OPEN_WEBUI_API.md added to docs/

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-05 20:53:06 -04:00
Scott Idem
77e770cdb2 feat: multi-user/multi-persona support with two-level home directory layout
Restructures persona storage from a flat personas/{name}/ layout to
home/{username}/persona/{name}/, mirroring Linux home directories.

Changes:
- persona.py: two ContextVars (user + persona), Linux-style name validation,
  set_context(), get_user(), get_persona(), validate(), list_users(),
  list_user_personas(); persona_path() takes (username, name)
- config.py: replaces personas_dir with home_dir + home_root()
- git mv personas/inara → home/scott/persona/inara (history preserved)
- home/holly/persona/tina/: Holly's persona stub added
- cron_runner.py: all storage functions take (username, persona) params
- tools/cron.py: stamps user + persona on jobs; APScheduler IDs are
  {user}:{persona}:{job_id} to prevent collisions across users
- memory_distiller.py: distill_short/mid/long take (username, persona);
  added missing Path + settings imports
- scheduler.py: _load_user_crons() iterates home/*/persona/* (two-level)
- routers/chat.py, orchestrator.py: user field added; set_context() called
- tests/conftest.py: home_root fixture with two-level structure;
  patches home_dir instead of personas_dir
- tests/test_persona.py: fully rewritten for two-level API
- tests/test_api_files.py: updated fixture name and path
- .env.default: documents HOME_DIR setting; scrubs stale API key
- CLAUDE.md, README.md: directory maps updated for new layout

All 80 tests pass.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-20 22:35:40 -04:00
Scott Idem
5cadb836fa feat: multi-persona support (single Cortex, multiple users)
- Add cortex/persona.py: ContextVar-based per-request routing with
  path traversal protection and persona validation
- Migrate inara/ → personas/inara/ (git history preserved via git mv)
- config.py: add personas_root(), inara_path() delegates to personas/inara
- All 14 settings.inara_path() call sites replaced with persona_path()
- ChatRequest + OrchestrateRequest: add persona field (default: "inara")
  with validation at request entry before any processing
- memory_distiller: add optional persona param for future per-persona distill
- cron_runner/tools/cron: stamp persona on jobs, prefix APScheduler IDs
  (persona:job_id) to prevent collisions across personas
- scheduler: _load_user_crons() iterates all personas at startup

Adding a new persona: create personas/<name>/ with IDENTITY.md + SOUL.md.
Auth: handled at nginx level (inject X-Cortex-Persona header per subdomain).
Future: persona maps to Aether account_id_random for full integration.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-20 21:50:02 -04:00
Scott Idem
97438f1a0f feat: multi-instance support — agent_name and user_name configurable
All hardcoded "Inara"/"Scott" strings replaced with settings.agent_name
and settings.user_name, read from .env at startup:

- config.py: AGENT_NAME and USER_NAME settings (defaults: Inara / Scott)
- llm_client.py: conversation labels in prompt builder
- session_logger.py: **Name:** labels in session log markdown
- memory_distiller.py: distillation system prompts (mid + long)
- routers/nextcloud_talk.py: @mention prefix strip
- routers/google_chat.py: greeting message

Second instance scaffolding:
- holly/: identity directory with placeholder files (USER_NAME=Holly,
  AGENT_NAME to be chosen by Holly)
- cortex/.env.holly: config for Holly's instance on port 8001
- cortex-holly.service: systemd unit for the second instance

No behavioural change to the Inara/Scott instance — defaults unchanged.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-18 20:13:11 -04:00
Scott Idem
ce3c1f5f7f Add tiered memory system with manual distillation
- config.py: memory_budget_long/mid/short settings (overridable in .env)
- memory_distiller.py: distill_short (no LLM), distill_mid, distill_long (LLM)
- routers/distill.py: POST /distill/{short,mid,long,all} endpoints
- context_loader.py: rewrote to load long→mid→short order with include_* toggles
- routers/chat.py: ChatRequest gains include_long/mid/short fields
- routers/files.py: MEMORY_LONG/MID/SHORT.md added to ALLOWED set
- main.py: register distill router
- static/index.html: context bar — tier selector, L/M/S memory toggles,
  distill buttons with status feedback; send includes tier + memory flags
- inara/MEMORY_LONG.md: migrated from MEMORY.md + Cortex/Talk bot notes
- inara/MEMORY_MID.md, MEMORY_SHORT.md: stubs ready for distillation

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-17 21:22:32 -04:00