Commit Graph

4 Commits

Author SHA1 Message Date
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
5d4f5ee598 feat: OPERATIONS.md bootstrap doc + load at T2+; patch stale persona files
- New home/scott/persona/inara/OPERATIONS.md: self-maintenance workflow
  (cortex_update → review → cortex_restart), access control table, key
  paths, memory file map, distillation cadence, channel/architecture notes
- context_loader.py: load OPERATIONS.md at Tier 2+ after PROTOCOLS.md
- TOOLS.md: count 39→40, add web_push to Notifications section
- PROTOCOLS.md: replace stale 10-tool list with reference to TOOLS.md
- CONTEXT_TIERS.md: fix memory file names (MEMORY.md → LONG/MID/SHORT),
  update Tier 2 load list, fix Hard Rules credentials note

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-05 22:21:03 -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
5ad2e50d69 feat: split help into tabbed UI Guide / Tools / Persona pages
- 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>
2026-04-30 22:25:47 -04:00