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>
311 lines
11 KiB
Python
311 lines
11 KiB
Python
"""
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Onboarding router — invite-based setup + persona creation + model connect.
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Routes:
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GET /setup/{token} → show password setup form (step 1)
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POST /setup/{token} → set password, redirect to persona step
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GET /setup/persona → show persona creation form (step 2, requires auth)
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POST /setup/persona → create persona, redirect to /setup/model
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GET /setup/model → OpenRouter quick-connect (step 3, also standalone)
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POST /setup/model → save host + model + assign to chat role, redirect to chat
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"""
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import logging
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import re
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from pathlib import Path
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from fastapi import APIRouter, Form, Request
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from fastapi.responses import HTMLResponse, RedirectResponse
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from auth_utils import (
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COOKIE_NAME, validate_invite, consume_invite,
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set_password, create_token,
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)
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from persona_template import create_persona
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from persona import list_user_personas, validate as validate_persona
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import model_registry
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logger = logging.getLogger(__name__)
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router = APIRouter(prefix="/setup")
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_STATIC = Path(__file__).parent.parent / "static"
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_SLUG_RE = re.compile(r"^[a-z_][a-z0-9_-]{0,31}$")
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def _setup_page(error: str = "", step: int = 1) -> str:
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html = (_STATIC / "setup.html").read_text()
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if error:
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html = html.replace(
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"<!-- ERROR -->",
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f'<p class="error">{error}</p>',
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)
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if step == 2:
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html = html.replace("location.search)", "location.search)", 1) # noop, handled by ?step=2
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return html
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# ---------------------------------------------------------------------------
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# Step 2 — persona creation (requires active session)
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# IMPORTANT: must be registered before /{token} so "/persona" literal wins
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# ---------------------------------------------------------------------------
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@router.get("/persona", include_in_schema=False)
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async def persona_page(request: Request):
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from auth_utils import decode_token
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import jwt
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token = request.cookies.get(COOKIE_NAME)
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if not token:
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return RedirectResponse("/login", status_code=302)
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try:
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decode_token(token)
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except jwt.InvalidTokenError:
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return RedirectResponse("/login", status_code=302)
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html = (_STATIC / "setup.html").read_text()
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# Show step 2 directly — inject ?step=2 behaviour inline
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html = html.replace(
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"if (params.get('step') === '2') {",
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"if (true || params.get('step') === '2') {",
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)
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return HTMLResponse(html)
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@router.post("/persona", include_in_schema=False)
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async def persona_submit(
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request: Request,
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step: str = Form(...),
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persona_name: str = Form(...),
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display_name: str = Form(...),
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user_real_name: str = Form(...),
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emoji: str = Form(default="✨"),
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description: str = Form(default=""),
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):
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from auth_utils import decode_token
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import jwt
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token = request.cookies.get(COOKIE_NAME)
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if not token:
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return RedirectResponse("/login", status_code=302)
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try:
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username = decode_token(token)
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except jwt.InvalidTokenError:
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return RedirectResponse("/login", status_code=302)
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# Validate persona slug
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if not _SLUG_RE.match(persona_name):
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html = (_STATIC / "setup.html").read_text().replace(
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"if (params.get('step') === '2') {",
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"if (true || params.get('step') === '2') {",
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).replace("<!-- ERROR -->", '<p class="error">Invalid persona name. Use lowercase letters, digits, _ or - only.</p>')
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return HTMLResponse(html, status_code=422)
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# Check for collision
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existing = list_user_personas(username)
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if persona_name in existing:
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html = (_STATIC / "setup.html").read_text().replace(
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"if (params.get('step') === '2') {",
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"if (true || params.get('step') === '2') {",
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).replace("<!-- ERROR -->", f'<p class="error">Persona "{persona_name}" already exists.</p>')
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return HTMLResponse(html, status_code=422)
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create_persona(
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username=username,
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persona_name=persona_name,
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display_name=display_name.strip() or persona_name.capitalize(),
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user_real_name=user_real_name.strip() or username.capitalize(),
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emoji=emoji or "✨",
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description=description.strip(),
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)
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logger.info("persona created: %s/%s", username, persona_name)
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# Step 3: guided model setup before entering the chat
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resp = RedirectResponse("/setup/model", status_code=302)
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# Remember which persona to land on after model setup
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resp.set_cookie("cx_setup_persona", f"{username}/{persona_name}", max_age=3600, httponly=True, samesite="lax")
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return resp
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# ---------------------------------------------------------------------------
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# Step 1 — invite token → set password
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# IMPORTANT: registered after /persona so the literal path wins above
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# ---------------------------------------------------------------------------
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@router.get("/{token}", include_in_schema=False)
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async def setup_page(token: str, request: Request):
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"""Show the password setup page for a valid invite token."""
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username = validate_invite(token)
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if not username:
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return HTMLResponse(
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"<h1 style='font-family:sans-serif;padding:2rem'>This link is invalid or has expired.</h1>",
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status_code=400,
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)
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return HTMLResponse(_setup_page())
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@router.get("/{token}/persona", include_in_schema=False)
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async def setup_persona_via_token(token: str, request: Request):
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"""After password setup, redirect to the generic /setup/persona page."""
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# Cookie is already set — just redirect. Token is consumed so this is safe.
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return RedirectResponse("/setup/persona", status_code=302)
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@router.post("/{token}", include_in_schema=False)
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async def setup_submit(
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token: str,
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step: str = Form(...),
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password: str = Form(default=""),
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confirm: str = Form(default=""),
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):
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username = validate_invite(token)
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if not username:
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return HTMLResponse(
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"<h1 style='font-family:sans-serif;padding:2rem'>This link is invalid or has expired.</h1>",
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status_code=400,
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)
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if step == "password":
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if len(password) < 8:
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return HTMLResponse(_setup_page("Password must be at least 8 characters."))
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if password != confirm:
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return HTMLResponse(_setup_page("Passwords do not match."))
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set_password(username, password)
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consume_invite(username)
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logger.info("setup complete (password): %s", username)
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# Log them in and move to persona step
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resp = RedirectResponse(f"/setup/{token}/persona", status_code=302)
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resp.set_cookie(
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COOKIE_NAME,
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create_token(username),
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max_age=30 * 86400,
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httponly=True,
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samesite="lax",
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secure=False,
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)
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return resp
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return HTMLResponse(_setup_page("Unknown step."), status_code=400)
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# ---------------------------------------------------------------------------
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# Step 3 — model connect (OpenRouter quick-connect, also standalone)
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# ---------------------------------------------------------------------------
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# Curated model list shown in the Step 3 dropdown.
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_OPENROUTER_MODELS = [
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("anthropic/claude-3-5-haiku-20241022", "Claude 3.5 Haiku — Fast & affordable"),
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("anthropic/claude-3-7-sonnet-20250219", "Claude 3.7 Sonnet — Smarter Claude"),
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("google/gemini-2.0-flash-001", "Gemini 2.0 Flash — Fast Google model"),
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("meta-llama/llama-3.3-70b-instruct", "Llama 3.3 70B — Open source"),
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]
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def _model_page(error: str = "", from_setup: bool = False) -> str:
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html = (_STATIC / "setup.html").read_text()
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# Hide steps 1 and 2 inline; show step 3
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html = html.replace('<div id="step-password">', '<div id="step-password" style="display:none">')
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html = html.replace('<div id="step-persona" style="display:none">', '<div id="step-persona" style="display:none">')
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html = html.replace('<div id="step-model" style="display:none">', '<div id="step-model">')
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if from_setup:
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html = html.replace("<!-- SETUP_STEP3_LABEL -->", "Step 3 of 3")
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if error:
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html = html.replace("<!-- ERROR_MODEL -->", f'<p class="error">{error}</p>')
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return html
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@router.post("/model/skip", include_in_schema=False)
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async def model_skip(request: Request):
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"""Skip model setup — redirect to the remembered persona or user root."""
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from auth_utils import decode_token
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import jwt
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token = request.cookies.get(COOKIE_NAME)
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username = None
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if token:
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try:
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username = decode_token(token)
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except jwt.InvalidTokenError:
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pass
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dest_cookie = request.cookies.get("cx_setup_persona", "")
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dest = f"/{dest_cookie}" if dest_cookie else (f"/{username}" if username else "/")
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resp = RedirectResponse(dest, status_code=302)
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resp.delete_cookie("cx_setup_persona")
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return resp
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@router.get("/model", include_in_schema=False)
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async def model_page(request: Request):
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from auth_utils import decode_token
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import jwt
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token = request.cookies.get(COOKIE_NAME)
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if not token:
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return RedirectResponse("/login", status_code=302)
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try:
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decode_token(token)
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except jwt.InvalidTokenError:
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return RedirectResponse("/login", status_code=302)
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from_setup = bool(request.cookies.get("cx_setup_persona"))
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return HTMLResponse(_model_page(from_setup=from_setup))
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@router.post("/model", include_in_schema=False)
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async def model_submit(
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request: Request,
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api_key: str = Form(...),
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model_name: str = Form(...),
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):
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from auth_utils import decode_token
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import jwt
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token = request.cookies.get(COOKIE_NAME)
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if not token:
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return RedirectResponse("/login", status_code=302)
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try:
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username = decode_token(token)
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except jwt.InvalidTokenError:
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return RedirectResponse("/login", status_code=302)
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api_key = api_key.strip()
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model_name = model_name.strip()
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if not api_key:
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from_setup = bool(request.cookies.get("cx_setup_persona"))
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return HTMLResponse(_model_page("API key is required.", from_setup=from_setup), status_code=422)
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# Save OpenRouter as a host
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host_id = model_registry.save_host(
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username=username,
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host_id=None,
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label="OpenRouter",
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api_url="https://openrouter.ai/api/v1",
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api_key=api_key,
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host_type="openai",
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)
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# Find label for selected model
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label = next((lbl for mn, lbl in _OPENROUTER_MODELS if mn == model_name), model_name)
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label = label.split(" — ")[0] # keep just the model name part
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# Save model entry
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mid = model_registry.save_model(
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username=username,
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model_id=None,
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host_id=host_id,
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label=label,
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model_name=model_name,
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context_k=128,
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tools=True,
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)
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# Assign as chat role primary
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model_registry.set_role(username, "chat", "primary", mid)
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logger.info("openrouter setup complete: %s → %s", username, model_name)
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# Redirect to chat (use remembered persona, or user root)
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dest_cookie = request.cookies.get("cx_setup_persona", "")
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dest = f"/{dest_cookie}" if dest_cookie else f"/{username}"
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resp = RedirectResponse(dest, status_code=302)
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resp.delete_cookie("cx_setup_persona")
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return resp
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