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passepartout/docs/USER_MANUAL.org
Amr Gharbeia 41de20d3f1
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v0.2.1: polish, deploy, CI, and literate refactor
- Secret Exposure Gate + Privacy Filter (Bouncer)
- Shell actuator safety harness (timeout, blocked patterns)
- REPL-first enforcement (lisp validation gate, system-prompt-augment)
- Engineering Standards lifecycle (two-track Org-first + REPL-first)
- Literate Programming discipline (one function per block, reflect-back)
- AGENTS.md: thin routing layer, skills are authoritative
- SKILLS_DIR removed, ~/notes fallback eliminated
- opencortex.sh: multi-distro (Debian+Fedora), configure, install service, backup, restore, help
- infrastructure/opencortex.service (systemd user unit)
- Docker: updated to debian:trixie, fixed build context
- GitHub CI: lint + test workflows fixed, trigger on tags only
- Gitea CI: deploy workflow paths fixed
- README: one-line curl install, badges
- USER_MANUAL: Deployment section (bare metal, Docker, backup)
- .gitignore: skills/*.lisp and tests/*.lisp as generated artifacts
- Prose/block refactor across all 35 org files
- Test suite Tier 1: 43/45 pass (env-dependent failures isolated)
2026-05-02 17:04:33 -04:00

124 lines
3.8 KiB
Org Mode

#+TITLE: OpenCortex User Manual
#+AUTHOR: OpenCortex Contributors
#+STARTUP: content
#+FILETAGS: :docs:manual:
* Introduction
Welcome to OpenCortex v0.1.0 (The Autonomous Foundation). OpenCortex is a neurosymbolic AI agent and a Lisp Machine operating system designed to autonomously maintain your Memex (knowledge base) and interact with you via multiple, equal-citizen interfaces.
* Installation
OpenCortex is bootstrapped via a single shell script.
** Quick start (curl)
#+begin_src bash
curl -fsSL https://raw.githubusercontent.com/amrgharbeia/opencortex/main/opencortex.sh | bash -s configure
#+end_src
** From a clone
#+begin_src bash
git clone https://github.com/amrgharbeia/opencortex.git ~/projects/opencortex
~/projects/opencortex/opencortex.sh configure
#+end_src
Both methods will:
1. Install system dependencies (SBCL, Emacs, git, curl, socat — detected for Debian or Fedora)
2. Install Quicklisp (Common Lisp package manager)
3. Tangle literate Org sources into runnable Lisp
4. Launch the interactive setup wizard (LLM providers, gateways)
If you already have Emacs installed, the installer skips it and uses your existing installation.
* Configuration
The system is configured via a `.env` file in the project root. Essential variables include:
- `OPENROUTER_API_KEY`: Your LLM provider key.
- `PROVIDER_CASCADE`: The fallback order for LLM providers (e.g., `openrouter,ollama,anthropic`).
- `MEMEX_DIR`: The absolute path to your knowledge base (defaults to `~/memex`).
* Interacting with OpenCortex
Because of the Unified Envelope Architecture, the kernel treats all clients as interchangeable. You must first boot the background daemon:
#+begin_src bash
./opencortex.sh --boot &
#+end_src
** Terminal User Interface (TUI)
For a rich, split-pane terminal experience:
#+begin_src bash
./opencortex.sh tui
#+end_src
** Command Line Interface (CLI)
For raw, pipe-friendly interaction:
#+begin_src bash
./opencortex.sh cli
#+end_src
** Emacs Integration
OpenCortex functions as your "foveal vision" inside Emacs.
1. Ensure `org-agent.el` is loaded.
2. Run `M-x opencortex-connect`.
3. Interact via the `*opencortex-chat*` buffer.
* The Memex Structure
OpenCortex assumes a local folder structure representing your "Memex".
- Core memories and identities are mapped to Org-mode files.
- The `Scribe` background worker distills chronological logs into structured Zettelkasten notes.
- The `Gardener` continuously repairs broken links and flags orphaned nodes.
* Deployment
** Bare metal (Debian / Fedora)
The ~configure~ command supports both Debian-based (Ubuntu, Pop, Mint) and Fedora-based (RHEL, Rocky) distributions. It detects your distro automatically and installs the correct packages.
#+begin_src bash
./opencortex.sh configure # interactive
./opencortex.sh configure --non-interactive # headless
./opencortex.sh configure --with-firewall # also open port 9105
#+end_src
After configuration, you can re-run ~configure~ any time to add providers or link gateways.
** systemd service (auto-start on boot)
#+begin_src bash
./opencortex.sh install service
#+end_src
Installs a user-level systemd unit that starts the daemon on login. Logs are available via ~journalctl --user -u opencortex.service -f~.
To remove:
#+begin_src bash
./opencortex.sh uninstall service
#+end_src
** Docker
A Debian-based Docker image is provided for containerized deployment.
#+begin_src bash
cd infrastructure/docker
docker-compose up -d
#+end_src
This builds an image from ~debian:trixie-slim~ with all dependencies pre-installed. The memex directory is mounted from the host.
** Backup
#+begin_src bash
./opencortex.sh backup ~/my-backup.tar.gz
#+end_src
Backs up the config, data, and memex directories.
** Restore
#+begin_src bash
./opencortex.sh restore ~/my-backup.tar.gz
#+end_src
Restores from a backup file. Run ~opencortex doctor~ afterward to verify integrity.