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# OpenClose

A local-first Python AI coding assistant **and automation platform** that works with any OpenAI-compatible API.

OpenClose runs entirely on your machine. Connect it to vLLM, llama.cpp, Ollama, or OpenAI — all conversations and data stay in a local SQLite database. The web UI streams responses in real time via SSE, a headless CLI mode lets you script it into workflows, and a record → distill → schedule → notify pipeline turns ad-hoc chat sessions and recorded browser workflows into unattended jobs.

## Features

- **Local-first** — SQLite storage, no cloud, no remote auth, no telemetry
- **Provider-agnostic** — works with any OpenAI-compatible endpoint (vLLM, llama.cpp, Ollama, OpenAI)
- **Web UI** — FastAPI + Jinja2 three-column layout with sessions, chat, and a sidebar for Tasks / Skills / Jobs; per-message **Copy** (text + tool call + result) and **Fork from here** (new session with truncated history and reconstructed Files Modified panel) actions on every assistant message
- **Real-time streaming** — Server-Sent Events for live token-by-token output
- **Two built-in agents** — `build` (full tool access) and `plan` (read-only analysis), plus a sub-agent: `delegate` (read-only investigation with configurable budget)
- **Custom agents** — define your own in `config.toml` with custom prompts, semantic traits, and tool restrictions
- **14 built-in tools** — file ops (read, write, edit, multiedit), search (glob, grep), shell (bash), web (webfetch), planning (plan with `phase="draft"` review by sub-agent and `phase="final"` user review, ask_user), delegation (delegate), browser (browser_automation_dom, browser_automation_vision), messaging (deliver_message)
- **Skills** — distill a chat session into a reusable, parameterised procedure stored as editable markdown (see [Skills](#skills))
- **Jobs** — schedule skill chains with cron or one-shot timing and optional Telegram/Discord notifications (see [Jobs](#jobs))
- **Browser recorder → Tasks** — capture a manual browser session over CDP, let a VLM annotate it, and save a structured task that can seed a skill (see [Recorder & Tasks](#recorder--tasks))
- **Two-layer browser automation** — fast accessibility-tree DOM tool with a screenshot + visual-grounding fallback (see [Browser Automation](#browser-automation))
- **Messaging** — send Telegram/Discord messages via the `deliver_message` tool; the same channel aliases drive job notifications (see [Messaging](#messaging-deliver_message-tool))
- **Permission system** — per-tool allow/deny/ask rules with last-match-wins semantics
- **Auto-formatting** — ruff, black, gofmt, rustfmt, prettier, shfmt, clang-format
- **Context management** — automatic compaction when approaching the context window limit
- **CLI mode** — `openclose run -p "..."` for non-interactive scripting with optional JSON output

## Installation

Requires **Python 3.12+**.

### From PyPI

```bash
pip install openclose
```

### With uv (recommended)

```bash
uv pip install openclose
```

### From source

```bash
git clone https://github.com/leflakk/openclose.git
cd openclose
uv sync
```

## Quickstart

### Where openclose stores files

OpenClose follows each OS's conventional directories. Wherever this README says **"your openclose config directory"** or shows `~/.config/openclose/...`, substitute the row below:

| Platform | Config dir | Data dir | Cache dir |
|---|---|---|---|
| Linux | `~/.config/openclose` | `~/.local/share/openclose` | `~/.cache/openclose` |
| macOS | `~/Library/Application Support/openclose` | `~/Library/Application Support/openclose` | `~/Library/Caches/openclose` |
| Windows | `%APPDATA%\openclose` | `%LOCALAPPDATA%\openclose` | `%LOCALAPPDATA%\openclose` |

### 1. Configure a provider

Create `config.toml` in your openclose config directory (e.g. `~/.config/openclose/config.toml` on Linux, `~/Library/Application Support/openclose/config.toml` on macOS, `%APPDATA%\openclose\config.toml` on Windows):

```toml
[[providers]]
name = "default"
kind = "openai_compatible"
base_url = "http://localhost:8000/v1"
```

Multiple providers are supported. Declare as many `[[providers]]` blocks as you want and switch between them at runtime from the UI with the `/model` command:

```toml
default_provider = "local"

[[providers]]
name = "local"
kind = "openai_compatible"
base_url = "http://localhost:8000/v1"
default_model = "qwen2.5-coder:7b"

[[providers]]
name = "openrouter"
kind = "openai_compatible"
base_url = "https://openrouter.ai/api/v1"
api_key_env = "OPENROUTER_API_KEY"
default_model = "anthropic/claude-3.5-sonnet"
models = ["anthropic/claude-3.5-sonnet", "google/gemini-2.0-flash-001"]
```

API-key resolution order (first non-empty wins): per-provider `api_key_env` → per-provider inline `api_key` → `OPENCLOSE_API_KEY` env → `OPENAI_API_KEY` env.

### 2. Start the web UI

```bash
openclose serve
```

Opens your browser to `http://127.0.0.1:9876`. Use `--host`, `--port`, `--no-browser`, or `--project-dir` to customize.

### 3. Or run headless

```bash
openclose run -p "Explain the main function in src/main.py"
openclose run -p "Add error handling to the parser" --agent build
openclose run -p "Analyze the test coverage gaps" --agent plan --json
```

### 4. List sessions

```bash
openclose sessions
```

## Configuration

Configuration is loaded in priority order (highest wins):

1. Environment variables (`OPENCLOSE_*`)
2. Project config (`.openclose/config.toml` in your project directory)
3. User config (`config.toml` in your [openclose config directory](#where-openclose-stores-files))
4. Defaults

Example `config.toml`:

```toml
# Provider — any OpenAI-compatible endpoint. Declare multiple [[providers]]
# blocks to switch between them at runtime via the /model command.
default_provider = "default"

[[providers]]
name = "default"
kind = "openai_compatible"
base_url = "http://localhost:8000/v1"
api_key = ""
api_key_env = ""        # name of env var holding the key (preferred over inline)
default_model = ""
# models = ["model-a", "model-b"]    # offered in the /model picker

# Session defaults
default_agent = "build"
max_context_tokens = 128000
compaction_threshold = 0.9

# Override built-in agent settings (build / plan / delegate are built-in;
# you can also add fully self-contained custom agents)
[[agents]]
name = "build"
model = "your-model-name"
temperature = 0.7
max_steps = 200

[[agents]]
name = "plan"
temperature = 0.7

# Custom agent (must be fully self-contained — no inheritance)
[[agents]]
name = "reviewer"
description = "Code reviewer"
model = "your-model-name"
temperature = 0.3
traits = ["readonly"]
allowed_tools = ["read", "grep", "glob"]
system_prompt = "You are a code reviewer. Focus on bugs, security, and clarity."

# Sampling temperatures for tool-internal one-shot LLM calls
# (skill builder/runner, recorder annotators, browser planners, cron NL),
# the `delegate` sub-agent, and the `plan` reviewer sub-agent (phase="draft").
# These bypass AgentLoop and are configured separately from agents.
[temperatures]
skills_runner            = 0.1
skills_builder           = 0.1
browser_vision_grounding = 0.0
browser_vision_planner   = 0.0
browser_dom_planner      = 0.0
recorder_merger          = 0.1
recorder_task_builder    = 0.1
recorder_chunk_annotator = 0.2
cron_nl                  = 0.0
delegate                 = 0.0
plan_reviewer            = 0.0

# Permission rules (last match wins)
[[permissions]]
tool = "*"
action = "ask"

[[permissions]]
tool = "read"
action = "allow"

[[permissions]]
tool = "bash"
path = "/tmp/*"
action = "deny"
```

See [docs/guide-agents-customization.md](docs/guide-agents-customization.md) for the full agent customization guide, including the `[temperatures]` reference and template variables (`$project_dir`, `$tool_names`, …) for system prompts.

### Environment variables

| Variable | Type | Default | Description |
|----------|------|---------|-------------|
| `OPENCLOSE_API_KEY` | string | `""` | API key for the provider (takes priority over `OPENAI_API_KEY`) |
| `OPENCLOSE_DEBUG` | bool | `false` | Enable general debug logging |
| `OPENCLOSE_DEBUG_LLM` | bool | `false` | Dump every LLM request to `<config_dir>/<project_name>/llm_debug.jsonl` |
| `OPENCLOSE_BASH_TIMEOUT_MS` | int | `30000` | Default timeout for bash tool commands (ms) |
| `OPENCLOSE_DISABLE_FORMATTERS` | bool | `false` | Disable auto-formatting after file writes |
| `OPENCLOSE_DISABLE_FILE_WATCHER` | bool | `false` | Disable the file-system watcher |

Boolean flags accept `1`/`true`/`yes` to enable, `0`/`false`/`no` to disable.

#### `OPENCLOSE_DEBUG_LLM`

Set `OPENCLOSE_DEBUG_LLM=1` to record every request sent to the LLM. Each call appends a JSON line to `<config_dir>/<project_name>/llm_debug.jsonl` (see [openclose config directory](#where-openclose-stores-files)) with:

- `timestamp` — UTC ISO-8601
- `step` — agent loop iteration number
- `source` — which code path made the call
- `model`, `temperature` — model parameters
- `messages` — the full message array sent to the API
- `tools` — tool schemas included in the request

```bash
OPENCLOSE_DEBUG_LLM=1 openclose serve
# or
OPENCLOSE_DEBUG_LLM=1 openclose run -p "..."
```

Inspect the output with any JSONL tool:

```bash
# adjust the path to your platform — see "Where openclose stores files"
cat ~/.config/openclose/<project_name>/llm_debug.jsonl | python -m json.tool --no-ensure-ascii
```

## Agents

| Agent | Mode | Description | Tool restrictions |
|-------|------|-------------|-------------------|
| `build` | primary | Full tool access for code writing and execution | Denied: `plan` |
| `plan` | primary | Read-only analysis agent with the `plan` tool (may run `bash` for verification only — tests/lint/typecheck — never for file mutation) | Denied: `write`, `edit`, `multiedit`, `browser_automation`, `deliver_message` |
| `delegate` | subagent | Read-only sub-agent spawned by the `delegate` tool | Allowed: `read`, `glob`, `grep`, `bash`, `webfetch` |

Built-in agents have their `traits`, `allowed_tools`, and `denied_tools` locked. You can still override `model`, `temperature`, `max_steps`, `description`, and `system_prompt` for any of them.

### Plan workflow

The `plan` agent has exclusive access to the `plan` tool, which now has two phases controlled by the required `phase` parameter:

- **`phase="draft"`** — spawns a read-only **reviewer sub-agent** (mirroring the `delegate` sub-agent's machinery: filtered read-only tool registry, `<report>...</report>` extraction, zero-tool-call rejection, hard tool-call cap of 30) that re-reads relevant code, criticizes the plan against actual files, and returns a structured `<report>` with **Verdict / Issues / Concrete edits / Verified / Caveats` sections. The proposer agent reads the feedback and iterates the plan content before re-calling.
- **`phase="final"`** — pauses the agent loop and presents the polished plan to the user. A review dialog pops up with four options:
  - **Execute** — saves the plan to `<config_dir>/<project_name>/plan.md`, switches the session to the `build` agent, and injects the plan into the system prompt
  - **Accept & Clear** — same as Execute, but starts a fresh build session (clears conversation history while preserving the plan in context)
  - **Reject** — discards the plan
  - **Send Feedback** — returns your feedback to the agent, which revises the plan and presents it again

The reviewer sub-agent's sampling temperature is configured via `[temperatures] plan_reviewer` (default `0.0` — deterministic critiques). The `plan` agent should always call `phase="draft"` first and revise the plan based on the reviewer's **Concrete edits** before calling `phase="final"`; skipping straight to `final` is reserved for trivial plans.

Use `/read_plan_file` or the sidebar "Read Plan File" toggle to load/unload an existing plan from any agent's context.

The `build` agent also has access to the `delegate` tool, which launches read-only `delegate` sub-agents to carry out focused investigations without filling the main context with verbose search results. The parent supplies 1–3 independent missions in `mission_1`, `mission_2`, `mission_3` (each a precise question, trace, or angle) and a shared `budget` (`default` = 30 tool calls, `extended` = 50 tool calls — both produce a structured `<report>…</report>` reply per mission). One delegate call spawns one sub-agent per provided slot and runs them **concurrently** in their own contexts (read, glob, grep, bash, webfetch); the tool returns a single combined output with `=== Mission i/N ===` headers. To explore several angles, fill multiple `mission_N` slots in a single call rather than issuing multiple `delegate` calls in the same message.

Custom agents must be **fully self-contained** (no inheritance) and support:

- **Semantic traits** — e.g. `["readonly"]` adjusts the system prompt automatically
- **Tool filtering** — `allowed_tools` and `denied_tools` control what the LLM can call
- **Custom system prompts** with `$variable` substitution (`$project_dir`, `$date`, `$agent_name`, `$agent_description`, `$tool_names`)

## Skills

A **skill** is a distilled, re-runnable procedure derived from a chat session. You run the task once interactively (manually, or by asking the agent to do it), then hit "Save as skill" in the sidebar — an LLM builder reads the full conversation and emits an editable form separating three kinds of values:

- **Constants** — hardcoded into the procedure (an email address, a target URL, a fixed prompt)
- **Runtime parameters** — values that change per run, exposed as typed inputs with defaults and referenced in the procedure as `$param_name`
- **Live observations** — data the skill must gather fresh each run (today's headlines, latest PR list, current price)

Saved skills live under `<config_dir>/<project>/skills/<slug>.md` as markdown with YAML frontmatter — human-editable, greppable, portable. Each skill lists its `required_tools` (with a `sensitive: true` flag for tools that write, run shell, browse the web, or send messages) and a markdown body with sections `Goal`, `Required tools`, `Procedure`, `Pitfalls`, `Verification`.

Run a skill manually (sidebar → Skills → Run) or schedule it as part of a Job (see below). A manual run writes:

- `skills/<slug>/<iso-ts>-<run_id>.jsonl` — one JSON event per line
- `skills/<slug>/<iso-ts>-<run_id>.out.md` — the final assistant text

Skill runs execute in a fresh `AgentLoop` with `allowed_tools` set to exactly the skill's `required_tools`, permissions pre-granted for those tools, and a strict "no ask-user" trigger. If a skill needs input the user can't pre-configure, it fails cleanly rather than blocking.

See [docs/guide-skills.md](docs/guide-skills.md) for the full skill format, parameter rules, and troubleshooting.

## Jobs

A **job** is an ordered chain of one or more skills with a fire time and an optional notification. Jobs support:

- **Recurring** — a 5-field cron expression in the job's `timezone`
- **One-shot** — an ISO timestamp; runs once and then marks itself `executed`. Past-due one-shots are disarmed on startup rather than run late

The job scheduler runs inside `openclose serve` (not in `openclose run`), ticks every 20 seconds, and re-reads job configs from disk on each tick — "edit a job → the scheduler picks it up" with no reload. A per-job `asyncio.Lock` prevents overlapping runs; missed cron fires are skipped (strict forward scheduling — no catch-up storms).

Other knobs:

- **`skill_parameters`** — per-job overrides for the default parameter values of each referenced skill
- **`on_failure`** — `stop` aborts the remaining skills; `continue` presses on and reports a `partial` status
- **Notification** — pick a `channel` alias from your `deliver_message` config; `notify_on` is `failure`, `always`, or `verification_fail`; `include_output` attaches each skill's output preview

Job artifacts land under `<config_dir>/<project>/jobs/<id>/<iso-ts>-<run_id>/`:

```
summary.json        # top-level run status, per-skill status, durations
<skill>.jsonl       # per-skill event log
<skill>.out.md      # per-skill final text
```

Write cron expressions directly, or type a phrase like "every weekday at 9am" and hit the translate button — `POST /api/jobs/cron/parse` asks the provider to convert it and validates the result against `croniter` before saving.

See [docs/guide-jobs.md](docs/guide-jobs.md) for timing details, failure modes, and run-artifact layout.

## Recorder & Tasks

The recorder captures a manual browser session over CDP and turns it into a structured task definition — the starting point for a skill.

**Prerequisite:** a Chromium (or Chrome) instance listening on CDP at `localhost:9222`:

```bash
chromium --remote-debugging-port=9222 --user-data-dir=/tmp/cdp-profile
```

Workflow:

1. In the sidebar Recorder panel, click **Record**. OpenClose attaches to the browser via CDP, starts a screencast, and opens an event log that captures navigation, clicks, typing, and paste events.
2. Perform the task in the browser manually.
3. Click **Stop**. The screencast is encoded to MP4 and the events are flushed to JSONL.
4. Give the recording a **name** and **description**, then click **Save**. This kicks off a two-pass pipeline:
   - **Annotator** — a vision-language model watches the video + events and writes a numbered literal procedure. For recordings longer than ~12 seconds the video is chunked and annotated in parallel, then merged.
   - **Task builder** — a text-only LLM second pass reads the raw procedure + the authoritative events log and produces a structured task definition that distinguishes `Task constants` (baked in), `Task runtime observations` (gathered live each run), `Task example observations` (the values seen during recording), `Task preconditions`, `Task workflow`, and `Task success criteria`.
5. The task is saved as markdown with YAML frontmatter at `<config_dir>/<project>/recordings/<slug>.md`. The raw artifacts (mp4, events.json, procedure.md, task_builder_raw.md, per-chunk files) stay under `recordings/artifacts/<recording_id>/` for inspection and debugging.

Tasks are read-only reference material; to actually execute the workflow on a schedule, open a new session, ask the agent to perform the task (it has access to the browser tools), then "Save as skill" to distill a parameterised skill from that conversation.

See [docs/guide-recorder.md](docs/guide-recorder.md) for CDP setup, chunking tunables, and how to hand a recorded task off to the skill builder.

## Browser Automation

Two tools, one lock — only one browser automation call (of either kind) runs at a time:

- **`browser_automation_dom`** — fast, text-only navigation using the Chrome accessibility tree. Fails cleanly with a structured `failure_reason` (`element_not_in_tree`, `element_ambiguous`, etc.) when the tree can't answer the request.
- **`browser_automation_vision`** — a 3-layer sub-agent (planner + visual grounding model + Playwright executor) that navigates by screenshot. Invoked when the DOM tool escalates, or started directly when the session's **Vision Mode** toggle is on.

Both tools use the same Chromium instance over CDP at `localhost:9222` (same as the recorder). The vision tool additionally expects a visual-grounding model at `localhost:5002/v1` (OpenAI-compatible endpoint serving a model that returns element coordinates) — vision/rich mode is activated automatically when `[browser_vision_grounding]` is present in your `config.toml`; absent that section, `browser_automation` runs in DOM-only mode. Main-agent intents: `visit_url` (open a URL), `web_search` (Bing search), `act_on_page` (hand a task to the planner sub-agent). Planner actions (inside `act_on_page`) include `history_back`, `left_click`, `type`, `scroll`, `key`, `wait`, and `terminate` — the planner cannot navigate to a new URL or search itself; if it needs one, it terminates so the main agent can re-issue `visit_url`/`web_search`. Post-action waits adapt to the action type — full-navigation actions wait for `load`+`networkidle`, possibly-nav actions wait a short `networkidle` window, local actions settle briefly.

Limits per tool invocation: **max 5 steps**, **5-minute timeout**. Viewport is 1440×900.

See [docs/guide-browser-automation.md](docs/guide-browser-automation.md) for CDP setup, grounding-model requirements, action reference, and failure modes.

## Web UI

The web UI has a three-column layout: sessions sidebar, chat panel, and an info sidebar that also hosts the **Recorder**, **Tasks**, **Skills**, and **Jobs** panels.

### Slash commands

| Command | Description |
|---------|-------------|
| `/new` | Start a new session |
| `/sessions` | Switch to another session |
| `/rename` | Rename this session |
| `/agents` | Switch agent (build / plan / custom) |
| `/compact` | Compress context window |
| `/undo` | Remove last message pair |
| `/export` | Export session transcript |
| `/copy` | Copy last response to clipboard |
| `/auto_approve` | Toggle auto-approve for all tool calls |
| `/read_plan_file` | Toggle plan file in/out of model context |
| `/video_compatible` | Toggle the Video Compatible Model flag (gates the Record button) |
| `/help` | Show available commands |

The chat input also accepts `@` to autocomplete file paths and `!<command>` to run a one-off bash command in the project directory.

Sessions can be forked to continue a conversation with a different agent. The info sidebar also includes toggle buttons:

- **Read Plan File** — load/unload the current plan file into the agent's context
- **Auto-approve** — auto-approve every tool call in this session (dev/automation shortcut)
- **Video Compatible Model** — assert that your main LLM accepts video input; required to enable the Record button (which sends recorded videos to the model for annotation). Independent of `browser_automation`'s vision/grounding mode, which is now activated automatically when `[browser_vision_grounding]` is present in your config (see [Browser Automation](#browser-automation))

Below the toggles, four panels surface automation state:

- **Recorder** — Record / Stop / Cancel the browser CDP capture; once stopped, give the recording a name + description and the annotator turns it into a task
- **Tasks** — the markdown files produced by the recorder; clickable to view, duplicate, or delete
- **Skills** — reusable, parameterised procedures (see [Skills](#skills))
- **Jobs** — scheduled skill chains (see [Jobs](#jobs)); each job shows enable/disable, "Run now", and its recent run history

## Messaging (`deliver_message` tool)

The `deliver_message` tool lets the agent push text to Telegram and Discord bots. Long messages are split automatically (Telegram cap: 4096 chars, Discord cap: 2000 chars); code fences are preserved across chunks.

Copy [`.env.example`](.env.example) to `.env` in your [openclose config directory](#where-openclose-stores-files) and fill in the values (real environment variables always win over the file):

```
# Bot tokens
OPENCLOSE_TELEGRAM_BOT_TOKEN=123456:ABC-XYZ
OPENCLOSE_DISCORD_BOT_TOKEN=MTIz...

# Channel aliases: OPENCLOSE_CHANNEL_<ALIAS>=<platform>:<target_id>
OPENCLOSE_CHANNEL_OPS=telegram:-1001234567890
OPENCLOSE_CHANNEL_ME=telegram:123456789
OPENCLOSE_CHANNEL_TEAMCHAT=discord:987654321098765432

# Optional: outbound allowlist — the tool refuses to POST to any
# Telegram chat_id not in this comma-separated set.
OPENCLOSE_TELEGRAM_ALLOWED_USERS=123456789,-1001234567890
```

Aliases are case-insensitive. The agent selects one or more aliases per call (up to 10). The `plan` (read-only) agent is denied this tool; only `build` and custom agents can send messages.

The same channel aliases are also what [Jobs](#jobs) pick from for their post-run notifications — define a channel once and you can both address it from chat and target it from a cron-scheduled job.

## Architecture

See [ARCHITECTURE.md](ARCHITECTURE.md) for the full package structure, design decisions, and data flow diagrams.

## Contributing

```bash
git clone https://github.com/leflakk/openclose.git
cd openclose
uv sync
uv run pytest tests/
```

Code quality requirements:

- **Linting** — `uv run ruff check src/ tests/`
- **Type checking** — `uv run mypy --strict src/ tests/`
- **Tests** — `uv run pytest tests/ --cov=openclose --cov-fail-under=79`

CI runs all three checks on every push and pull request via GitHub Actions.

## License

[MIT](LICENSE)

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