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>
156 lines
5.3 KiB
Python
156 lines
5.3 KiB
Python
"""
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Agent private notes — AGENT_NOTES.md.
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A persistent notepad only the orchestrator can write to. The file itself is
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never exposed in the Files panel or loaded into user-facing context tiers.
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Up to 3 rolling backups are kept automatically before each write so past
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versions can be reviewed.
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Use for: observations about the user's patterns, working hypotheses,
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long-running goals, things to remember across sessions that shouldn't
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be part of the distilled memory visible to the user.
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"""
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import asyncio
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from datetime import datetime, timezone
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from pathlib import Path
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from google.genai import types
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from persona import persona_path
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_FILENAME = "AGENT_NOTES.md"
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_N_BACKUPS = 3
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def _notes_path() -> Path:
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return persona_path() / _FILENAME
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def _now_label() -> str:
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return datetime.now(timezone.utc).strftime("%Y-%m-%d %H:%M UTC")
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def _rotate(path: Path) -> None:
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"""Rotate up to _N_BACKUPS rolling backups before a write."""
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if not path.exists():
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return
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for i in range(_N_BACKUPS, 1, -1):
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older = path.parent / f"{path.stem}.bak{i}.md"
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newer = path.parent / f"{path.stem}.bak{i - 1}.md"
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if newer.exists():
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older.write_text(newer.read_text())
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bak1 = path.parent / f"{path.stem}.bak1.md"
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bak1.write_text(path.read_text())
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# ── Sync implementations ────────────────────────────────────────────────────
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def _agent_notes_read() -> str:
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p = _notes_path()
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if not p.exists() or not p.read_text().strip():
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return "Agent notes are empty."
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return p.read_text()
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def _agent_notes_write(content: str) -> str:
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p = _notes_path()
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_rotate(p)
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p.write_text(content.rstrip() + "\n")
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return "Agent notes updated."
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def _agent_notes_append(content: str, heading: str | None = None) -> str:
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p = _notes_path()
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_rotate(p)
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existing = p.read_text() if p.exists() else ""
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label = heading or _now_label()
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section = f"\n## {label}\n\n{content.strip()}\n"
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p.write_text(existing.rstrip() + "\n" + section)
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return f"Appended to agent notes: {label}"
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def _agent_notes_clear() -> str:
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p = _notes_path()
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_rotate(p)
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p.write_text("")
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return "Agent notes cleared."
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# ── Async wrappers ───────────────────────────────────────────────────────────
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async def agent_notes_read() -> str:
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return await asyncio.to_thread(_agent_notes_read)
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async def agent_notes_write(content: str) -> str:
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return await asyncio.to_thread(_agent_notes_write, content)
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async def agent_notes_append(content: str, heading: str | None = None) -> str:
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return await asyncio.to_thread(_agent_notes_append, content, heading)
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async def agent_notes_clear() -> str:
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return await asyncio.to_thread(_agent_notes_clear)
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# ── Gemini FunctionDeclarations ──────────────────────────────────────────────
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DECLARATIONS = [
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types.FunctionDeclaration(
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name="agent_notes_read",
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description=(
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"Read your private agent notes — a persistent notepad only you can write to. "
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"Use this to recall observations, working hypotheses, long-running goals, or "
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"anything you want to remember across sessions without surfacing it to the user. "
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"This file is never shown in the user's Files panel."
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),
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parameters=types.Schema(type=types.Type.OBJECT, properties={}),
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),
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types.FunctionDeclaration(
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name="agent_notes_write",
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description=(
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"Replace your private agent notes with new content. "
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"A backup is saved automatically before writing. "
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"Use agent_notes_append to add without replacing."
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),
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parameters=types.Schema(
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type=types.Type.OBJECT,
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properties={
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"content": types.Schema(
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type=types.Type.STRING,
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description="The new notes content (markdown supported).",
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),
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},
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required=["content"],
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),
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),
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types.FunctionDeclaration(
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name="agent_notes_append",
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description=(
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"Add a new section to your private agent notes without replacing existing content. "
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"A backup is saved automatically before writing. "
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"Each section gets a UTC timestamp heading unless you supply one."
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),
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parameters=types.Schema(
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type=types.Type.OBJECT,
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properties={
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"content": types.Schema(
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type=types.Type.STRING,
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description="The content to append (markdown supported).",
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),
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"heading": types.Schema(
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type=types.Type.STRING,
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description="Optional section heading. Defaults to current UTC timestamp.",
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),
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},
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required=["content"],
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),
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),
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types.FunctionDeclaration(
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name="agent_notes_clear",
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description=(
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"Erase all private agent notes. A backup is saved automatically before clearing."
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),
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parameters=types.Schema(type=types.Type.OBJECT, properties={}),
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),
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]
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