Scott Idem c02d2462b0 feat: agent notes, OpenRouter onboarding, usage tracking, per-role tools docs ...

Agent notes tool (cortex/tools/agent_notes.py):
- Private durable notepad for the orchestrator — not user-visible
- agent_notes_read/write/append/clear with 3 rolling backups
- Per-persona isolation via ContextVars; no TOOL_ROLES gating needed
- PROTOCOLS.md updated to make this a core proactive tool

OpenRouter guided onboarding:
- Setup Step 3 (/setup/model) — OpenRouter quick-connect with curated model list
- Amber banner in chat for users on server-default model
- Settings quick-link card (/settings/models OpenRouter section)
- POST /setup/model/skip for users who want to bypass Step 3
- Holly pre-configured: DeepSeek V4 Flash (OpenRouter) → Gemma Medium (local) → claude_cli

Usage tracking:
- cortex/routers/usage.py — GET /api/usage, /api/usage/summary, /api/usage/all (admin)

Documentation:
- HELP.md: Tools section rewritten — full tool table by category, per-role tool sets explained
- TOOLS.md: Agent Notes section added; count corrected to 44
- ARCH__SYSTEM.md, ARCH__BACKENDS.md, MASTER.md, CLAUDE.md, README.md updated
- TODO__Agents.md: onboarding task checked off with deviation notes

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

2026-05-08 21:25:31 -04:00

..

routers

feat: agent notes, OpenRouter onboarding, usage tracking, per-role tools docs

2026-05-08 21:25:31 -04:00

static

feat: OPERATIONS.md bootstrap doc + load at T2+; patch stale persona files

2026-05-05 22:21:03 -04:00

tests

feat: model registry Phase 2 — cloud provider UI (Anthropic + Google)

2026-04-27 20:41:06 -04:00

tools

feat: agent notes, OpenRouter onboarding, usage tracking, per-role tools docs

2026-05-08 21:25:31 -04:00

.dockerignore

Initial commit — Cortex API + Inara identity

2026-03-06 03:41:00 -05:00

.env.example

feat: local LLM multi-model, session search, cron proactive types, notifications, docs overhaul

2026-04-05 20:53:06 -04:00

.env.holly

feat: multi-instance support — agent_name and user_name configurable

2026-03-18 20:13:11 -04:00

auth_middleware.py

feat: web push notifications (VAPID)

2026-05-05 19:38:58 -04:00

auth_utils.py

feat: proper confirmation-resume flow + per-user tool policy

2026-04-30 19:14:53 -04:00

config.py

feat: web push notifications (VAPID)

2026-05-05 19:38:58 -04:00

context_loader.py

feat: OPERATIONS.md bootstrap doc + load at T2+; patch stale persona files

2026-05-05 22:21:03 -04:00

cortex.service

Add edit/delete history, named sessions, scroll fix, systemd service

2026-03-10 23:38:39 -04:00

cron_runner.py

feat: unified model registry with role-based routing

2026-04-05 21:25:18 -04:00

Dockerfile

Initial commit — Cortex API + Inara identity

2026-03-06 03:41:00 -05:00

email_utils.py

feat: SMTP email support for invite links + profile.json for user email storage

2026-03-20 23:19:09 -04:00

event_bus.py

Add SSE real-time Talk activity, file editor UI, and identity file API

2026-03-17 21:10:07 -04:00

llm_client.py

feat: usage tracking + knowledge import script

2026-05-02 20:38:31 -04:00

main.py

feat: tool call audit log

2026-05-05 19:55:59 -04:00

manage_passwords.py

feat: role-based tool access, confirmation gates, and new orchestrator tools

2026-04-29 19:23:53 -04:00

memory_distiller.py

feat: distill safeguards — rolling backups + sanity checks

2026-05-05 18:54:27 -04:00

model_registry.py

refactor: split tool declarations into domain files + role config UI

2026-05-01 20:40:50 -04:00

notification.py

feat: proactive notifications — email, NC Talk, Google Chat per user

2026-04-29 22:32:22 -04:00

openai_orchestrator.py

feat: context budget enforcement + compaction in OpenAI orchestrator

2026-05-05 22:01:54 -04:00

orchestrator_engine.py

feat: engine/model in audit log + docs update

2026-05-05 20:42:32 -04:00

persona_template.py

docs: add Tools & Modes protocol to all personas and template

2026-03-29 21:35:54 -04:00

persona.py

feat: multi-user/multi-persona support with two-level home directory layout

2026-03-20 22:35:40 -04:00

push_utils.py

feat: web push notifications (VAPID)

2026-05-05 19:38:58 -04:00

pytest.ini

test: add Cortex test suite (77 tests, no LLM calls)

2026-03-20 22:03:42 -04:00

requirements.txt

feat: web push notifications (VAPID)

2026-05-05 19:38:58 -04:00

scheduler.py

fix: multi-user distillation + datetime in context + session log labels

2026-05-05 18:44:51 -04:00

session_logger.py

fix: multi-user distillation + datetime in context + session log labels

2026-05-05 18:44:51 -04:00

session_store.py

fix: show session friendly name in resume message and status bar

2026-05-05 19:14:59 -04:00

tool_audit.py

feat: engine/model in audit log + docs update

2026-05-05 20:42:32 -04:00

usage_tracker.py

feat: usage tracking + knowledge import script

2026-05-02 20:38:31 -04:00

user_settings.py

feat: local LLM multi-model, session search, cron proactive types, notifications, docs overhaul

2026-04-05 20:53:06 -04:00