Files
Cortex-Inara/documentation/TODO__Agents.md
Scott Idem c2825194d4 docs: update project docs, NC Talk guide, Tina persona, and gitignore
- CLAUDE.md: add new auth/onboarding files to directory map, update
  security section (JWT/bcrypt/invite details), expand recently completed
- README.md: fix Web UI auth description, add User Management section
- TODO__Agents.md: mark NC Talk docs and auth/onboarding complete,
  update Holly onboarding plan to reflect single-instance multi-user approach
- docs/NEXTCLOUD_TALK_BOT.md: complete guide — occ commands, nginx config,
  clarify incoming vs outgoing HMAC difference, multi-user note, full
  troubleshooting table
- home/holly/persona/tina/: flesh out all four persona files with real
  content (DCC name origin, metal music, reading, foster cats, Holly's profile)
- .gitignore: exclude home/**/auth.json, invite.json, profile.json

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-21 00:13:35 -04:00

165 lines
7.7 KiB
Markdown

# Cortex / Inara — Agent Task List
> Read this file before starting any work on this project.
> **Status:** Active development — ongoing.
---
## 🔴 High Priority
### [Auth] Token expiry — sudo restart
- Cortex currently requires `sudo systemctl restart cortex` after OAuth token refresh
- This must be done manually by the user (cannot run interactively from Claude Code)
- **Future:** Explore hot-reload or token-passing mechanism so restart isn't required
### [Backend] Ollama local model backend
- Add Ollama as a third LLM backend option (direct Ollama API, no CLI wrapper)
- Endpoint: `http://scott-gaming:<port>/api/` (WireGuard)
- Model selection: configurable per-request or per-session
- Auth status check: ping `/api/tags` to confirm reachability
### [Testing] Gitea SSH port 2222
- pfSense port forward configured but not yet verified end-to-end
- Test: `ssh -p 2222 git@<external>` from outside WireGuard
- Document result in this file
---
## 🟡 Medium Priority
### [Intelligence] Orchestrator service — Phase 1 ✅ Complete
See `ARCH__Intelligence_Layer.md` for full design. Committed: `ed472ce` (2026-03-18)
- [x] Add Gemini API (google-generativeai SDK) as a library dependency (not CLI)
- [x] Create `cortex/routers/orchestrator.py``POST /orchestrate` endpoint
- [x] Basic tool registry: web search (DuckDuckGo), AE API query, file read, task list
- [x] ReAct loop: Gemini calls tools, assembles context, hands off to Claude for final response
- [x] `GET /orchestrate/{job_id}` — poll for status/result
- [x] Cron can trigger via HTTP POST (same endpoint)
- **Note:** Default model is `gemini-2.5-flash` — free tier key required (AI Studio)
### [Intelligence] Knowledge consolidation — Phase 1
See `ARCH__Intelligence_Layer.md` for full design. Initial scope:
- [ ] Tool: `ae_journal_search` — search before creating to avoid duplicates
- [ ] Tool: `ae_journal_entry_create` — write a new entry with source metadata
- [ ] Import script: walk a markdown directory, chunk by H2 section, create entries
- [ ] Target: markdown files from `~/DgrZone_Nextcloud/` and `~/OSIT_Nextcloud/`
- [ ] Tag strategy: source path, date, topic tags from frontmatter or filename
### [Channel] Nextcloud Talk integration ✅ Complete
- NC Talk bot is implemented (`cortex/routers/nextcloud_talk.py`)
- HMAC: incoming uses `random + raw_body`; outgoing reply uses `random + message_text` — both correct
- [x] Test end-to-end after any Cortex restart — confirmed working 2026-03-20
- [x] Bot registration docs completed in `docs/NEXTCLOUD_TALK_BOT.md` — 2026-03-20
- **Note:** Currently uses default user/persona only — per-conversation persona routing is a future enhancement
### [Multi-user] Holly onboarding
- Multi-user is built into Cortex — single instance, multiple users under `home/`
- `home/holly/persona/tina/` directory created from template (stub content — needs real persona files)
- [ ] Send Holly's invite email: `python manage_passwords.py invite holly holly.danner@gmail.com`
- [ ] Walk Holly through onboarding flow (`/setup/{token}` → persona creation)
- [ ] Review and flesh out Tina's persona files (IDENTITY.md, SOUL.md, PROTOCOLS.md, USER.md)
---
## 🟢 Lower Priority / Future
### [Intelligence] Dev agent pipeline
See `ARCH__Intelligence_Layer.md`. Full design not yet started.
- [ ] Specialist agent: frontend (SvelteKit) code changes
- [ ] Specialist agent: backend (FastAPI) code changes
- [ ] Supervisor agent: diff review, syntax check, test runner
- [ ] Gitea webhook integration: trigger on push/PR, report back
- [ ] Human approval gate before commit
### [Intelligence] Supervisor agent
- Runs `py_compile`, `svelte-check`, unit tests after specialist agent work
- Reports pass/fail back to orchestrator
- Only commits on explicit approval
### [Channel] Gitea webhooks
- Receive push/PR/issue events → route to appropriate agent
- `cortex/routers/` already has pattern; add `gitea.py`
- Gitea Actions (CI) for "run tests on push" — simpler than custom runner
### [Auth] Session auth + persona onboarding ✅ Complete
- bcrypt passwords stored in `home/{username}/auth.json`
- JWT session cookies (HS256, 30-day expiry) — `auth_utils.py`, `auth_middleware.py`
- Login/logout at `/login`, `/logout`
- Invite tokens (72h, one-time-use) — admin generates via `manage_passwords.py invite <user> [email]`
- Self-service onboarding: `/setup/{token}` (set password) → `/setup/persona` (create persona)
- Multi-persona switcher in UI header — `/api/personas` endpoint
- SMTP invite email — `noreply@oneskyit.com`, HTML + plain text body
- CSS routing fix — `app.mount("/static")` must precede `app.include_router(ui.router)`
- Committed: 2026-03-20
### [Channel] Google Chat integration ✅ Complete
See `cortex/routers/google_chat.py`. Committed: 2026-03-20
- [x] JWT verification via `authorizationEventObject.systemIdToken` (audience = endpoint URL, issuer = accounts.google.com)
- [x] Workspace Add-on event format: event type inferred from payload key (`messagePayload`, `addedToSpacePayload`, etc.)
- [x] Response format: `hostAppDataAction.chatDataAction.createMessageAction.message.text`
- [x] Session management, LLM pipeline, session logging — same pattern as NC Talk
- [x] Nginx: `/channels/` prefix exposed without basic auth (covers all future channel integrations)
- **Note:** Google Chat API now forces the Workspace Add-on framework — legacy standalone bot format is gone.
`{"text": "..."}` and `renderActions` do NOT work; `hostAppDataAction` is required.
### [Distill] Monitor first auto_distill_long run
- Scheduled for ~April 1 at 04:00
- Manually review `inara/MEMORY_LONG.md` output before fully trusting
- Adjust distill prompts if needed
### [Distill] Distill quality review
- Short/mid/long distill prompts live in `cortex/memory_distiller.py`
- After first few automatic runs, review quality and tune
### [Backend] Intelligent model routing
- Currently hardcoded: Claude default, Gemini fallback
- Future: route by task type (code → Claude, search → Gemini, private → Ollama)
- Future: route by context length (Gemini 2.0 has 1M token context)
---
## ✅ Completed
### [UI] Mobile-friendly header
- Backend toggle, font size, theme buttons moved into ⚙ settings panel
- Header reduced to 4 buttons: Sessions, Files, ⚙, ?
- Committed: `mobile_header` (2026-03)
### [UI] Mobile text input
- `flex-direction: column` on `#input-area` at ≤520px
- `font-size: 16px` on `#input` (prevents iOS Safari auto-zoom)
- `body { height: 100dvh }` (handles soft keyboard)
- Committed: `23f8659` (2026-03)
### [UI] Auth warning banner
- Claude CLI token expiry check (`~/.claude/.credentials.json`)
- Gemini CLI auth check (warns only if no `refresh_token`)
- Dismissible amber/red banner with re-auth instructions
- Committed: `fe6561b` (2026-03)
### [UI] Distill schedule in ⚙ panel
- Shows next_run times for short/mid/long distill jobs
- Fetches from existing `/distill/status` endpoint
### [UI] Help modal collapsible sections
- H2 sections collapse/expand via `<details>` elements
- Top 4 sections (Header Controls, Chat, Sessions, Notes) open by default
### [Backend] Gemini CLI backend
- `gemini -p` subprocess, streaming output
- Auth check endpoint `/auth/status`
### [Backend] Memory distiller
- APScheduler jobs: `distill_short` (6h), `distill_mid` (24h), `distill_long` (weekly)
- Writes to `inara/MEMORY_SHORT.md`, `MEMORY_MID.md`, `MEMORY_LONG.md`
### [Backend] Session logging + file browser
- Sessions saved to `inara/sessions/`
- Files panel in UI browses `inara/` directory
### [Backend] Dispatcher core
- FastAPI service with streaming response
- `claude -p` and `gemini -p` subprocess backends
- Session context management (rolling window)
- Nextcloud Talk webhook handler