Files

Scott Idem 3a4f518300 docs: add SELF_UPDATE.md — agent self-maintenance bootstrap

Short reference covering: git repo location, Syncthing fleet sync,
ignore files (.gitignore / .stignore), helper scripts (install.py,
dev-restart.sh, backup.sh), standard change workflow, doc update
checklist, pip dependency process, and key paths on the service host.
Linked from MASTER.md document map.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

2026-05-09 14:00:28 -04:00

4.9 KiB

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Cortex / Inara — Master Index

Start here. This document is a map, not a manual. Last updated: 2026-05-09

Documentation philosophy: Cortex is a no-black-box system. Docs must match reality. Update docs before implementing significant changes. Verify they still match after.

What It Is

Cortex is a self-hosted personal AI platform. It routes messages from any input channel to AI backends, manages a resident agent (Inara) with persistent memory, and coordinates across a fleet of machines. It is infrastructure, not a product.

Running at: https://cortex.dgrzone.com | systemctl --user restart cortex

Current State

Component	Status	Notes
Web UI	✅ Live	SPA, dark theme, mobile-responsive, PWA-installable
Nextcloud Talk bot	✅ Live	HMAC-signed, per-user routing
Google Chat Add-on	✅ Live	JWT-verified, per-user routing
Claude backend	✅ Live	Primary — via Claude Code CLI
Gemini backend	✅ Live	Fallback — via Gemini CLI
Local backend	✅ Live	Open WebUI/Ollama on scott_gaming; per-user multi-model config
Gemini orchestrator	✅ Live	Tool loop → Claude response, ⚡ toggle in UI (47 tools)
Local orchestrator	✅ Live	OpenAI-compatible ReAct loop; used when orchestrator role → local model
Model registry V2	✅ Live	Providers (Anthropic/Google/Local), multi-account Gemini, role assignments
Memory distillation	✅ Live	Short (daily) / Mid (weekly) / Long (monthly)
Multi-user	✅ Live	Scott, Holly, Brian — each with own personas
Session search	✅ Live	Full-text search across past session logs
Proactive cron	✅ Live	`message` and `brief` job types → NC Talk / web push
Tool audit log	✅ Live	Every orchestrator tool call logged to `home/{user}/tool_audit/`
Token usage tracking	✅ Live	Per-user daily buckets in `home/{user}/usage.json`; visible in Settings
Web push notifications	✅ Live	VAPID push; `web_push` orchestrator tool; subscribe via ☰ menu
Proactive notifications	✅ Live	Daily reminder check (09:00); distill/cron completion alerts; dedicated `/settings/notifications` page
Sub-agent spawning	✅ Live	`spawn_agent` tool — synchronous sub-agents via any configured model
Agent private notes	✅ Live	`AGENT_NOTES.md` — orchestrator-only notepad; 3 rolling backups; user-visible as read-only
Distill safety	✅ Live	Per-persona asyncio lock, per-endpoint cooldowns, Rebuild option
Guided onboarding	✅ Live	Setup Step 3 for OpenRouter; existing-user banner; settings quick-link

50 orchestrator tools — http_post (URL allowlist POST), nc_talk_history (read Talk messages), and local orchestrator retry logic added 2026-05-09.

Active users / personas: scott/inara, holly/tina, brian/wintermute

Document Map

Project-Level

Doc	What it covers
This file	Index and current state
`CORTEX.md`	Vision, philosophy, "what it is and isn't"
`ROADMAP.md`	Phases — what's done, what's next, what's deferred
`TODO__Agents.md`	Active task list — read before starting work

Architecture

Doc	What it covers
`ARCH__SYSTEM.md`	Overall architecture, component map, key design decisions
`ARCH__BACKENDS.md`	LLM backends, routing, fallback, per-user config
`ARCH__PERSONA.md`	Persona system, context tiers, memory distillation
`ARCH__CHANNELS.md`	Input channels — web, NC Talk, Google Chat, cron
`ARCH__FUTURE.md`	Planned: local orchestrator, dev agents, knowledge layer

Setup & Reference

Doc	What it covers
`docs/NEXTCLOUD_TALK_BOT.md`	NC Talk bot setup and troubleshooting
`docs/GOOGLE_CHAT_BOT.md`	Google Chat Add-on setup
`docs/OPEN_WEBUI_API.md`	Open WebUI/Ollama API reference for local model work

Code-Level

Doc	What it covers
`CLAUDE.md`	Project instructions for Claude Code — directory map, run commands, design decisions
`README.md`	Project root orientation, quick-start, user management
`cortex/static/HELP.md`	In-app help (rendered in UI for all users)
`SELF_UPDATE.md`	Bootstrap for agents doing self-maintenance — git, Syncthing, scripts, doc checklist

Quick Reference

Start the service / check logs

systemctl --user restart cortex
journalctl --user -u cortex -f

Syntax check before restart

python3 -m py_compile cortex/<file>.py

Add a user

cd cortex && .venv/bin/python manage_passwords.py invite <username> <email>

Run tests

cd cortex && .venv/bin/python -m pytest tests/ -q

4.9 KiB Raw Blame History