bernard-agent 0.3.1 → 0.5.0

package/README.md

@@ -24,6 +24,7 @@ A local CLI AI agent that executes terminal commands, manages scheduled tasks, r
   - [Date and Time](#date-and-time)
   - [Time Range Calculations](#time-range-calculations)
   - [Sub-Agents](#sub-agents)
+  - [Routines](#routines)
 - [Cron Jobs (Scheduled Tasks)](#cron-jobs-scheduled-tasks)
   - [Creating Jobs](#creating-jobs)
   - [Managing Jobs](#managing-jobs)
@@ -46,6 +47,7 @@ A local CLI AI agent that executes terminal commands, manages scheduled tasks, r
   - [Adding a New Tool](#adding-a-new-tool)
 - [Contributing](#contributing)
 - [Bug Reports](#bug-reports)
+- [Third-Party Licenses](#third-party-licenses)
 - [License](#license)
 
 ---
@@ -122,25 +124,25 @@ bernard providers
 
 Bernard loads `.env` from the current directory first, then falls back to `~/.bernard/.env`.
 
-| Variable | Description | Default |
-|----------|-------------|---------|
-| `BERNARD_PROVIDER` | LLM provider (`anthropic`, `openai`, `xai`) | `anthropic` |
-| `BERNARD_MODEL` | Model name | Provider-specific default |
-| `BERNARD_MAX_TOKENS` | Max response tokens | `4096` |
-| `BERNARD_SHELL_TIMEOUT` | Shell command timeout (ms) | `30000` |
-| `BERNARD_RAG_ENABLED` | Enable the RAG memory system | `true` |
-| `BERNARD_DEBUG` | Enable debug logging | unset |
-| `ANTHROPIC_API_KEY` | Anthropic API key | — |
-| `OPENAI_API_KEY` | OpenAI API key | — |
-| `XAI_API_KEY` | xAI API key | — |
+| Variable                | Description                                 | Default                   |
+| ----------------------- | ------------------------------------------- | ------------------------- |
+| `BERNARD_PROVIDER`      | LLM provider (`anthropic`, `openai`, `xai`) | `anthropic`               |
+| `BERNARD_MODEL`         | Model name                                  | Provider-specific default |
+| `BERNARD_MAX_TOKENS`    | Max response tokens                         | `4096`                    |
+| `BERNARD_SHELL_TIMEOUT` | Shell command timeout (ms)                  | `30000`                   |
+| `BERNARD_RAG_ENABLED`   | Enable the RAG memory system                | `true`                    |
+| `BERNARD_DEBUG`         | Enable debug logging                        | unset                     |
+| `ANTHROPIC_API_KEY`     | Anthropic API key                           | —                         |
+| `OPENAI_API_KEY`        | OpenAI API key                              | —                         |
+| `XAI_API_KEY`           | xAI API key                                 | —                         |
 
 ### Providers and Models
 
-| Provider | Default Model | Available Models |
-|----------|--------------|------------------|
+| Provider    | Default Model                | Available Models                                                                                              |
+| ----------- | ---------------------------- | ------------------------------------------------------------------------------------------------------------- |
 | `anthropic` | `claude-sonnet-4-5-20250929` | `claude-sonnet-4-5-20250929`, `claude-opus-4-20250514`, `claude-sonnet-4-20250514`, `claude-3-5-haiku-latest` |
-| `openai` | `gpt-4o` | `gpt-4o`, `gpt-4o-mini`, `o3`, `o3-mini`, `o4-mini`, `gpt-4.1`, `gpt-4.1-mini`, `gpt-4.1-nano` |
-| `xai` | `grok-3` | `grok-3`, `grok-3-fast`, `grok-3-mini`, `grok-3-mini-fast` |
+| `openai`    | `gpt-4o`                     | `gpt-4o`, `gpt-4o-mini`, `o3`, `o3-mini`, `o4-mini`, `gpt-4.1`, `gpt-4.1-mini`, `gpt-4.1-nano`                |
+| `xai`       | `grok-3`                     | `grok-3`, `grok-3-fast`, `grok-3-mini`, `grok-3-mini-fast`                                                    |
 
 You can switch providers and models at any time during a session with `/provider` and `/model`.
 
@@ -148,9 +150,9 @@ You can switch providers and models at any time during a session with `/provider
 
 Options can be changed during a session with `/options` or persisted to `~/.bernard/preferences.json`:
 
-| Option | Default | Description |
-|--------|---------|-------------|
-| `max-tokens` | `4096` | Maximum tokens per AI response |
+| Option          | Default | Description                           |
+| --------------- | ------- | ------------------------------------- |
+| `max-tokens`    | `4096`  | Maximum tokens per AI response        |
 | `shell-timeout` | `30000` | Shell command timeout in milliseconds |
 
 From the CLI:
@@ -174,12 +176,12 @@ bernard -r                       # Resume previous conversation
 bernard --alert <id>             # Open with cron alert context
 ```
 
-| Flag | Description |
-|------|-------------|
+| Flag                    | Description                           |
+| ----------------------- | ------------------------------------- |
 | `-p, --provider <name>` | LLM provider (anthropic, openai, xai) |
-| `-m, --model <name>` | Model name |
-| `-r, --resume` | Resume the previous conversation |
-| `--alert <id>` | Load context from a cron alert |
+| `-m, --model <name>`    | Model name                            |
+| `-r, --resume`          | Resume the previous conversation      |
+| `--alert <id>`          | Load context from a cron alert        |
 
 ### CLI Management Commands
 
@@ -195,6 +197,7 @@ bernard remove-mcp <key>           # Remove an MCP server
 
 # Cron management
 bernard cron-list                  # List all cron jobs with status
+bernard cron-run <id>              # Manually run a cron job immediately
 bernard cron-delete <ids...>       # Delete specific cron jobs by ID
 bernard cron-delete-all            # Delete all cron jobs
 bernard cron-stop [ids...]         # Stop the daemon (no args) or disable specific jobs
@@ -206,6 +209,7 @@ bernard cron-bounce [ids...]       # Restart the daemon (no args) or bounce spec
 Once running, Bernard presents an interactive prompt where you type natural language requests. Bernard has access to a suite of tools it can call autonomously — shell commands, memory, web fetching, and more.
 
 Features:
+
 - **Multi-line paste support** — paste code blocks directly; Bernard detects bracket paste mode
 - **Live command hints** — type `/` and matching slash commands appear as suggestions
 - **Abort in progress** — press Escape to cancel an in-flight request
@@ -213,20 +217,24 @@ Features:
 
 ### REPL Slash Commands
 
-| Command | Description |
-|---------|-------------|
-| `/help` | Show available commands |
-| `/clear` | Clear conversation history and scratch notes |
-| `/memory` | List all persistent memories |
-| `/scratch` | List session scratch notes |
-| `/mcp` | List connected MCP servers and their tools |
-| `/cron` | Show cron jobs and daemon status |
-| `/rag` | Show RAG memory stats and recent facts |
-| `/provider` | Switch LLM provider interactively |
-| `/model` | Switch model for the current provider |
-| `/theme` | Switch color theme |
-| `/options` | View and modify runtime options |
-| `/exit` | Quit Bernard (also: `exit`, `quit`) |
+| Command           | Description                                  |
+| ----------------- | -------------------------------------------- |
+| `/help`           | Show available commands                      |
+| `/clear`          | Clear conversation history and scratch notes |
+| `/memory`         | List all persistent memories                 |
+| `/scratch`        | List session scratch notes                   |
+| `/mcp`            | List connected MCP servers and their tools   |
+| `/cron`           | Show cron jobs and daemon status             |
+| `/rag`            | Show RAG memory stats and recent facts       |
+| `/provider`       | Switch LLM provider interactively            |
+| `/model`          | Switch model for the current provider        |
+| `/theme`          | Switch color theme                           |
+| `/routines`       | List saved routines                          |
+| `/create-routine` | Create a routine with guided AI assistance   |
+| `/options`        | View and modify runtime options              |
+| `/exit`           | Quit Bernard (also: `exit`, `quit`)          |
+
+Type `/{routine-id}` to invoke a saved routine directly (e.g., `/deploy-staging`).
 
 Prefix with `\` to send a `/`-prefixed message as text instead of a command (e.g., `\/etc/hosts` sends the literal string).
 
@@ -325,6 +333,47 @@ bernard> check the disk usage on /, look up the weather in Austin, and count lin
 
 Up to 4 concurrent sub-agents. Each gets 10 max steps. Color-coded output in the terminal.
 
+### Routines
+
+Named, persistent multi-step workflows that you can teach Bernard and later invoke with a slash command. Routines capture procedures — deploy scripts, release checklists, onboarding flows — as free-form markdown.
+
+```
+bernard> save a routine called "deploy-staging" that runs our build, pushes the docker image, and updates the k8s deployment
+  ▶ routine: create { id: "deploy-staging", name: "Deploy to Staging", ... }
+
+Routine "Deploy to Staging" (/deploy-staging) created.
+```
+
+Invoke a routine by typing `/{routine-id}`:
+
+```
+bernard> /deploy-staging
+  (Bernard follows the saved procedure with full tool access)
+
+bernard> /deploy-staging to production
+  (Bernard follows the routine with "to production" as additional context)
+```
+
+Manage routines:
+
+```
+bernard> list my routines
+  ▶ routine: list
+
+bernard> show the deploy-staging routine
+  ▶ routine: read { id: "deploy-staging" }
+
+bernard> update the deploy-staging routine to add a rollback step
+  ▶ routine: update { id: "deploy-staging", content: "..." }
+
+bernard> delete the deploy-staging routine
+  ▶ routine: delete { id: "deploy-staging" }
+```
+
+Use `/routines` in the REPL for a quick list. Routine names also appear in the live hint/autocomplete system when typing `/`.
+
+Storage: one JSON file per routine in `~/.local/share/bernard/routines/`. Max 100 routines. IDs must be lowercase kebab-case (1–60 chars).
+
 ---
 
 ## Cron Jobs (Scheduled Tasks)
@@ -361,6 +410,9 @@ bernard> disable the disk-check job
 bernard> update the api health check to run every 30 minutes instead
   ▶ cron_update: { id: "def456", schedule: "*/30 * * * *" }
 
+bernard> run the api health check right now
+  ▶ cron_run: { id: "def456" }
+
 bernard> delete the disk-check job
   ▶ cron_delete: { id: "abc123" }
 
@@ -368,9 +420,15 @@ bernard> what's the cron daemon status?
   ▶ cron_status
 ```
 
+You can also run jobs manually from the CLI without entering the REPL:
+
+```bash
+bernard cron-run <id>
+```
+
 Use `/cron` in the REPL for a quick status overview.
 
-Available cron tools: `cron_create`, `cron_list`, `cron_get`, `cron_update`, `cron_delete`, `cron_enable`, `cron_disable`, `cron_status`, `cron_bounce`, `cron_logs_list`, `cron_logs_get`, `cron_logs_summary`, `cron_logs_cleanup`.
+Available cron tools: `cron_create`, `cron_list`, `cron_run`, `cron_get`, `cron_update`, `cron_delete`, `cron_enable`, `cron_disable`, `cron_status`, `cron_bounce`, `cron_logs_list`, `cron_logs_get`, `cron_logs_summary`, `cron_logs_cleanup`.
 
 ### Execution Logs
 
@@ -415,6 +473,7 @@ bernard> add an MCP server for filesystem access using npx @modelcontextprotocol
 ```
 
 Resulting config:
+
 ```json
 {
   "mcpServers": {
@@ -436,6 +495,7 @@ bernard> add this MCP server: http://localhost:6288/web/sse
 ```
 
 Resulting config:
+
 ```json
 {
   "mcpServers": {
@@ -447,10 +507,12 @@ Resulting config:
 ```
 
 URL servers support optional fields:
+
 - `type` — `"sse"` (default) or `"http"` for Streamable HTTP transport
 - `headers` — for authentication tokens or custom headers
 
 Example with all fields:
+
 ```json
 {
   "mcpServers": {
@@ -477,6 +539,7 @@ bernard> remove the filesystem server
 ```
 
 From the CLI:
+
 ```bash
 bernard mcp-list          # List all configured servers
 bernard remove-mcp <key>  # Remove a server
@@ -554,6 +617,8 @@ Bernard stores all data in `~/.bernard/`:
 ├── mcp.json                     # MCP server configuration
 ├── conversation-history.json    # Last session (for --resume)
 ├── memory/                      # Persistent memories (*.md)
+├── models/                      # Embedding model cache (fastembed)
+├── routines/                    # Saved routines (*.json)
 ├── rag/
 │   └── memories.json            # RAG fact embeddings
 └── cron/
@@ -621,6 +686,7 @@ src/
 ├── domains.ts            # Memory domain registry + extraction prompts
 ├── rag.ts                # RAG store (domain-tagged embeddings + per-domain search)
 ├── embeddings.ts         # FastEmbed wrapper
+├── routines.ts           # RoutineStore (named multi-step workflows)
 ├── mcp.ts                # MCP server manager
 ├── rag-worker.ts         # Background RAG fact extraction worker
 ├── setup.ts              # First-time setup wizard
@@ -641,6 +707,7 @@ src/
 │   ├── cron-logs.ts      # Cron execution logs
 │   ├── mcp.ts            # MCP config (stdio)
 │   ├── mcp-url.ts        # MCP config (URL-based)
+│   ├── routine.ts        # Routine management tool
 │   └── subagent.ts       # Parallel sub-agents
 └── cron/
     ├── cli.ts            # Cron CLI subcommands
@@ -675,6 +742,10 @@ Found a bug? Please [open an issue](https://github.com/phillt/bernard/issues/new
 - Your environment (OS, Node version, Bernard version, provider/model)
 - Any relevant logs (run with `BERNARD_DEBUG=1` for verbose output)
 
+## Third-Party Licenses
+
+Bernard uses the [all-MiniLM-L6-v2](https://huggingface.co/sentence-transformers/all-MiniLM-L6-v2) sentence-transformer model (via [fastembed](https://github.com/Anush008/fastembed-js)) for local RAG embeddings. This model is licensed under the Apache License 2.0. See [`THIRD-PARTY-NOTICES`](./THIRD-PARTY-NOTICES) for full license text and attribution.
+
 ## License
 
 MIT

package/THIRD-PARTY-NOTICES

@@ -0,0 +1,212 @@
+Third-Party Licenses
+====================
+
+all-MiniLM-L6-v2 (sentence-transformers)
+-----------------------------------------
+Source: https://huggingface.co/sentence-transformers/all-MiniLM-L6-v2
+License: Apache License 2.0
+Copyright: UKPLab / Nils Reimers
+
+Used for local embedding computation in the RAG memory system via the
+fastembed library (https://github.com/Anush008/fastembed-js).
+
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package/dist/agent.d.ts

@@ -4,8 +4,23 @@ import { type SpinnerStats } from './output.js';
 import type { BernardConfig } from './config.js';
 import type { MemoryStore } from './memory.js';
 import type { RAGStore, RAGSearchResult } from './rag.js';
-/** @internal */
-export declare function buildSystemPrompt(config: BernardConfig, memoryStore: MemoryStore, mcpServerNames?: string[], ragResults?: RAGSearchResult[]): string;
+import { RoutineStore, type RoutineSummary } from './routines.js';
+/**
+ * Assembles the full system prompt including base instructions, memory context, and MCP status.
+ * @internal Exported for testing only.
+ * @param config - Active Bernard configuration (provider, model, etc.)
+ * @param memoryStore - Store used to inject persistent memory and scratch context
+ * @param mcpServerNames - Names of currently connected MCP servers, if any
+ * @param ragResults - RAG search results to include as recalled context
+ * @param routineSummaries - Routine summaries to list in the prompt
+ */
+export declare function buildSystemPrompt(config: BernardConfig, memoryStore: MemoryStore, mcpServerNames?: string[], ragResults?: RAGSearchResult[], routineSummaries?: RoutineSummary[]): string;
+/**
+ * Core agent that manages a multi-step conversation loop with tool calling via the Vercel AI SDK.
+ *
+ * Maintains conversation history, handles context compression when token limits
+ * approach, performs RAG lookups, and orchestrates LLM calls with registered tools.
+ */
 export declare class Agent {
     private history;
     private config;
@@ -21,11 +36,25 @@ export declare class Agent {
     private lastPromptTokens;
     private lastStepPromptTokens;
     private spinnerStats;
-    constructor(config: BernardConfig, toolOptions: ToolOptions, memoryStore: MemoryStore, mcpTools?: Record<string, any>, mcpServerNames?: string[], alertContext?: string, initialHistory?: CoreMessage[], ragStore?: RAGStore);
+    private routineStore;
+    constructor(config: BernardConfig, toolOptions: ToolOptions, memoryStore: MemoryStore, mcpTools?: Record<string, any>, mcpServerNames?: string[], alertContext?: string, initialHistory?: CoreMessage[], ragStore?: RAGStore, routineStore?: RoutineStore);
+    /** Returns the current conversation message history. */
     getHistory(): CoreMessage[];
+    /** Returns the RAG search results from the most recent `processInput` call. */
     getLastRAGResults(): RAGSearchResult[];
+    /** Cancels the in-flight LLM request, if any. Safe to call when no request is active. */
     abort(): void;
+    /** Attaches a spinner stats object that will be updated with token usage during generation. */
     setSpinnerStats(stats: SpinnerStats): void;
+    /**
+     * Sends user input through the agent loop: RAG retrieval, context compression, LLM generation, and tool execution.
+     *
+     * Appends the user message and all response messages (including tool calls) to the conversation history.
+     * Automatically retries with emergency truncation on token overflow errors.
+     * @param userInput - The raw text from the user's REPL input
+     * @throws Error wrapping the underlying API error if generation fails for non-abort, non-overflow reasons
+     */
     processInput(userInput: string): Promise<void>;
+    /** Resets conversation history, scratch notes, and RAG tracking state for a fresh session. */
     clearHistory(): void;
 }