feat(cli): agnes init orchestrator + AGNES_WORKSPACE.md template
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ZdenekSrotyr
parent
60b6fbed97
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3 changed files with 462 additions and 0 deletions
218
cli/commands/init.py
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218
cli/commands/init.py
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"""`agnes init` — bootstrap an analyst workspace.
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Single-paste flow: web user clicks "Generate prompt" on /setup?role=analyst,
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pastes into Claude Code in an empty folder; Claude runs `agnes init` (among
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other steps). Non-interactive: --token + --server-url required.
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Steps in order:
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1. Detect existing workspace (`CLAUDE.md` containing the init marker) — exit 1
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unless --force, with a typed `partial_state` error.
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2. Verify the PAT via `GET /api/catalog/tables` — typed `auth_failed` on 401,
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`server_unreachable` on network error.
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3. Persist server URL + PAT to `~/.config/agnes/` so subsequent `agnes pull` /
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`agnes push` invocations (including the SessionStart/End hooks installed
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below) inherit the credentials without env vars.
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4. Fetch the rendered CLAUDE.md from `GET /api/welcome` (server-rendered,
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RBAC-filtered, role-aware).
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5. Seed `.claude/settings.json` with default model + permissions, then call
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`cli.lib.hooks.install_claude_hooks` to merge in the SessionStart/End hook
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commands. Idempotent on re-run.
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6. Write the `.claude/CLAUDE.local.md` stub only when absent — `--force`
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regenerates CLAUDE.md but **never** clobbers the operator-edited
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CLAUDE.local.md.
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7. Run the first `cli.lib.pull.run_pull` so the workspace ships with current
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parquets, DuckDB views, and the corporate-memory bundle.
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8. Render `AGNES_WORKSPACE.md` from `config/agnes_workspace_template.txt` —
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client-side template, three placeholders.
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Errors render via `cli/error_render.py:render_error` with typed `kind` values
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(`auth_failed`, `server_unreachable`, `partial_state`, `manifest_unauthorized`)
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matching the rest of the CLI surface.
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Task 18 will register `init_app` on the root Typer app.
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"""
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from __future__ import annotations
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import json
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import os
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from datetime import datetime, timezone
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from pathlib import Path
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from typing import Optional
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import typer
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from cli.client import api_get
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from cli.config import save_config, save_token
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from cli.error_render import render_error
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from cli.lib.hooks import install_claude_hooks
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from cli.lib.pull import PullResult, _override_server_env, run_pull
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# Substring that flags an already-bootstrapped workspace. The current default
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# CLAUDE.md template renders `# {{ instance.name }} — AI Data Analyst` so this
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# appears in every server-rendered CLAUDE.md. Operators who use a custom admin
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# template can override this via the `--force` flag.
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_INIT_MARKER = "AI Data Analyst"
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init_app = typer.Typer(help="Bootstrap an analyst workspace in this directory")
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@init_app.callback(invoke_without_command=True)
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def init(
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server_url: str = typer.Option(..., "--server-url", help="Agnes server URL"),
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token: str = typer.Option(..., "--token", help="Personal access token"),
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force: bool = typer.Option(False, "--force", help="Re-initialize an existing workspace"),
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workspace_str: Optional[str] = typer.Option(None, "--workspace", help="Target dir (default: cwd)"),
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):
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"""Bootstrap workspace: auth, CLAUDE.md, hooks, first pull, AGNES_WORKSPACE.md."""
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workspace = Path(workspace_str).resolve() if workspace_str else Path.cwd()
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server_url = server_url.rstrip("/")
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# ------------------------------------------------------------------
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# Step 1: detect an existing workspace.
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# ------------------------------------------------------------------
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claude_md = workspace / "CLAUDE.md"
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if claude_md.exists() and not force:
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try:
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existing = claude_md.read_text(encoding="utf-8")
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except OSError:
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existing = ""
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if _INIT_MARKER in existing:
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typer.echo(render_error(0, {"detail": {
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"kind": "partial_state",
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"hint": "Workspace already initialized. Re-run with --force to redo.",
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}}), err=True)
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raise typer.Exit(1)
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# ------------------------------------------------------------------
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# Step 2: verify the PAT via /api/catalog/tables.
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#
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# `api_get` reads server URL + token from env vars (`AGNES_SERVER`,
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# `AGNES_TOKEN`) via `cli.config`. Wrap the call in
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# `_override_server_env` so the explicit args take effect without
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# mutating the caller's environment permanently. Same mechanism as
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# `cli.lib.pull.run_pull`.
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# ------------------------------------------------------------------
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try:
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with _override_server_env(server_url, token):
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resp = api_get("/api/catalog/tables")
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if resp.status_code == 401:
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typer.echo(render_error(401, {"detail": {
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"kind": "auth_failed",
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"hint": f"Token expired or invalid — get a fresh one at {server_url}/setup?role=analyst",
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}}), err=True)
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raise typer.Exit(1)
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resp.raise_for_status()
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except typer.Exit:
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raise
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except Exception as exc:
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typer.echo(render_error(0, {"detail": {
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"kind": "server_unreachable",
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"hint": f"Cannot reach {server_url} — check network or server status",
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"message": str(exc),
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}}), err=True)
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raise typer.Exit(1)
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# ------------------------------------------------------------------
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# Step 3: save server URL + token to ~/.config/agnes/ so subsequent
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# invocations (including the SessionStart hook) read them by default.
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# `email=""` because the JWT carries it server-side; we don't decode
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# the token on the client.
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# ------------------------------------------------------------------
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save_config({"server": server_url})
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save_token(token, email="")
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# ------------------------------------------------------------------
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# Step 4: fetch the rendered CLAUDE.md from /api/welcome.
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# ------------------------------------------------------------------
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workspace.mkdir(parents=True, exist_ok=True)
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try:
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with _override_server_env(server_url, token):
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welcome_resp = api_get("/api/welcome", params={"server_url": server_url})
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welcome_resp.raise_for_status()
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except Exception as exc:
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typer.echo(render_error(0, {"detail": {
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"kind": "server_unreachable",
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"hint": "Failed to fetch CLAUDE.md from /api/welcome",
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"message": str(exc),
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}}), err=True)
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raise typer.Exit(1)
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welcome_content = welcome_resp.json().get("content", "")
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claude_md.write_text(welcome_content, encoding="utf-8")
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# ------------------------------------------------------------------
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# Step 5: default settings.json + install hooks.
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#
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# Seed first-run model + permissions only when the file is absent;
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# `install_claude_hooks` then merges SessionStart/End on top, leaving
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# any third-party keys/hooks intact. Re-running init (with or without
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# --force) is idempotent on settings.json.
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# ------------------------------------------------------------------
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settings_path = workspace / ".claude" / "settings.json"
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if not settings_path.exists():
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settings_path.parent.mkdir(parents=True, exist_ok=True)
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settings_path.write_text(json.dumps(
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{"model": "sonnet", "permissions": {"allow": ["Read", "Bash", "Grep", "Glob"]}},
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indent=2,
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))
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install_claude_hooks(workspace)
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# ------------------------------------------------------------------
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# Step 6: CLAUDE.local.md stub — only when absent. `--force` does NOT
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# overwrite; the operator's notes survive a re-init.
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# ------------------------------------------------------------------
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local_md = workspace / ".claude" / "CLAUDE.local.md"
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if not local_md.exists():
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local_md.parent.mkdir(parents=True, exist_ok=True)
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local_md.write_text(
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"# My Notes\n\nPersonal notes for this workspace. Uploaded on `agnes push`.\n",
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encoding="utf-8",
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)
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# ------------------------------------------------------------------
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# Step 7: first pull. `run_pull` records per-stage failures inside
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# `result.errors` rather than raising for transient issues, so any
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# exception escaping here is a programming error worth surfacing.
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# ------------------------------------------------------------------
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try:
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result: PullResult = run_pull(server_url, token, workspace)
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except Exception as exc:
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typer.echo(render_error(0, {"detail": {
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"kind": "manifest_unauthorized",
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"hint": "Initial pull failed — workspace partially set up",
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"message": str(exc),
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}}), err=True)
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raise typer.Exit(1)
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# ------------------------------------------------------------------
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# Step 8: render AGNES_WORKSPACE.md from the static client-side
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# template. Three placeholders: created_at, server_url, workspace_path.
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# ------------------------------------------------------------------
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here = Path(__file__).parent
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template_path = here.parent.parent / "config" / "agnes_workspace_template.txt"
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if template_path.exists():
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template = template_path.read_text(encoding="utf-8")
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else:
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# Defensive fallback — the template ships with the repo so this
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# branch only fires on a broken install. Better than crashing.
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template = "# Agnes workspace\n\nCreated: {created_at}\nServer: {server_url}\n"
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workspace_md = (
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template
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.replace("{created_at}", datetime.now(timezone.utc).isoformat())
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.replace("{server_url}", server_url)
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.replace("{workspace_path}", str(workspace))
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)
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(workspace / "AGNES_WORKSPACE.md").write_text(workspace_md, encoding="utf-8")
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# ------------------------------------------------------------------
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# Final: human-readable summary.
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# ------------------------------------------------------------------
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typer.echo("Workspace ready.")
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typer.echo(f" Server : {server_url}")
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typer.echo(f" Tables : {result.tables_updated} synced ({result.parquets_total} total)")
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typer.echo(f" Rules : {result.rules_count}")
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typer.echo(f" Workspace: {workspace}")
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typer.echo("")
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typer.echo("Try: agnes catalog")
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config/agnes_workspace_template.txt
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# Agnes analyst workspace
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**Created:** {created_at}
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**Server:** {server_url}
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**Workspace:** {workspace_path}
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This file documents what `agnes init` installed on this machine and in this folder.
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Read this when you want to know "what is this thing", "how does it work", or
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"how do I uninstall it". For Claude Code's instructions, see `CLAUDE.md`.
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---
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## What's installed (global, per-user)
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| Path | What it is | How to remove |
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|------|------------|---------------|
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| `~/.local/bin/agnes` | The `agnes` CLI binary | `uv tool uninstall agnes-the-ai-analyst` |
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| `~/.config/agnes/config.yaml` | Default Agnes server URL | `rm -rf ~/.config/agnes/` |
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| `~/.config/agnes/token.json` | Personal access token (PAT) | `rm ~/.config/agnes/token.json` |
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| `~/.agnes/ca.pem` | Server's CA cert (private CA installs only) | `rm ~/.agnes/ca.pem` |
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| `~/.agnes/ca-bundle.pem` | Combined system + Agnes CA bundle | `rm ~/.agnes/ca-bundle.pem` |
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| `~/.zshrc` / `~/.bashrc` block (marker `AGNES_CA_PEM_TRUST`) | `PATH` + `SSL_CERT_FILE` env | Edit rc, remove block |
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---
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## What's in this folder
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| Path | What it is |
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|------|------------|
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| `./CLAUDE.md` | Rules + golden path for Claude Code (fetched from server's `/api/welcome`) |
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| `./AGNES_WORKSPACE.md` | This file |
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| `./.claude/settings.json` | Claude Code config: model, permissions, hooks |
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| `./.claude/CLAUDE.local.md` | Your private notes (uploaded on session end) |
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| `./.claude/rules/km_*.md` | Server-pushed corporate-knowledge rules (only when granted) |
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| `./server/parquet/*.parquet` | Synced data — RBAC-filtered subset (only when grants exist) |
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| `./user/duckdb/analytics.duckdb` | DuckDB views over the parquets — what `agnes query` reads |
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| `./user/snapshots/*.parquet` | Ad-hoc materialized snapshots from `agnes snapshot create` |
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| `./user/sessions/*.jsonl` | Captured Claude Code sessions (uploaded on session end) |
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Some folders only exist when they have content — `agnes pull` and `agnes push`
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only create them when there's something to write.
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---
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## How it stays fresh
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Two hooks in `./.claude/settings.json` keep this workspace in sync without
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you doing anything:
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- **SessionStart** → `agnes pull --quiet` — new parquets, schema changes, and
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updated rules pull down before Claude Code answers. Failure is silent;
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your session continues with the last-known data.
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- **SessionEnd** → `agnes push --quiet` — your session transcript and
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`CLAUDE.local.md` ship to the server.
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Both are workspace-scoped — they only run when Claude Code opens this folder.
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---
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## Cheat sheet
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```bash
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# Tables you can read (server-side catalog, RBAC-filtered)
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agnes catalog
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agnes catalog --json | jq '.[] | select(.query_mode=="local")'
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# Schema and sample
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agnes schema opportunity
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agnes describe opportunity -n 10
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# Run a SQL query (DuckDB flavor against local parquets)
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agnes query "SELECT count(*) FROM opportunity WHERE stage='Closed Won'"
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# Remote BigQuery query (server-side, no local materialization)
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agnes query --remote "SELECT count(*) FROM web_sessions_example"
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# Materialize a remote subset locally
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agnes snapshot create web_sessions_example \
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--select event_date,country_code \
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--where "event_date >= DATE_SUB(CURRENT_DATE(), INTERVAL 7 DAY)" \
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--as recent_sessions
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# Manual data refresh (the SessionStart hook does this automatically)
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agnes pull
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# Workspace status (what's synced, when)
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agnes status
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# Re-generate this workspace from scratch (preserves CLAUDE.local.md)
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agnes init --server-url https://agnes.example.com --token <PAT> --force
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```
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---
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## Uninstall
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```bash
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# 1. Remove the CLI
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uv tool uninstall agnes-the-ai-analyst
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# 2. Remove global config and trust artifacts
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rm -rf ~/.config/agnes
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rm -rf ~/.agnes
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# 3. Remove the env-var block from your shell rc
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# Open ~/.zshrc or ~/.bashrc, find the lines between
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# "# AGNES_CA_PEM_TRUST — added by Agnes setup" and the next blank line, delete.
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# 4. Remove this workspace
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rm -rf ./CLAUDE.md ./AGNES_WORKSPACE.md ./.claude ./server ./user
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```
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133
tests/test_cli_init.py
Normal file
133
tests/test_cli_init.py
Normal file
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@ -0,0 +1,133 @@
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"""Tests for `agnes init` orchestrator command."""
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from typer.testing import CliRunner
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from cli.commands.init import init_app
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runner = CliRunner()
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def _make_api_get():
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"""Build a stub api_get fn that returns canned responses for every endpoint
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||||||
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`agnes init` and the inner `run_pull` touch.
|
||||||
|
|
||||||
|
Returned closure is suitable for monkeypatching both
|
||||||
|
`cli.commands.init.api_get` and `cli.lib.pull.api_get` so the verify-PAT
|
||||||
|
call from init AND the manifest+memory-bundle calls from pull all
|
||||||
|
succeed in tests.
|
||||||
|
"""
|
||||||
|
from unittest.mock import MagicMock
|
||||||
|
|
||||||
|
def _api_get(path, *args, **kwargs):
|
||||||
|
resp = MagicMock()
|
||||||
|
resp.status_code = 200
|
||||||
|
if path == "/api/catalog/tables":
|
||||||
|
resp.json.return_value = []
|
||||||
|
elif path == "/api/welcome":
|
||||||
|
resp.json.return_value = {
|
||||||
|
"content": "# Test CLAUDE.md\n\nUse `agnes pull`.\n",
|
||||||
|
}
|
||||||
|
elif path == "/api/sync/manifest":
|
||||||
|
resp.json.return_value = {"tables": {}}
|
||||||
|
elif path == "/api/memory/bundle":
|
||||||
|
resp.json.return_value = {"mandatory": [], "approved": []}
|
||||||
|
else:
|
||||||
|
resp.json.return_value = {}
|
||||||
|
# raise_for_status is a no-op MagicMock by default — fine for 200s.
|
||||||
|
return resp
|
||||||
|
|
||||||
|
return _api_get
|
||||||
|
|
||||||
|
|
||||||
|
def test_init_help():
|
||||||
|
result = runner.invoke(init_app, ["--help"])
|
||||||
|
assert result.exit_code == 0
|
||||||
|
assert "--server-url" in result.output
|
||||||
|
assert "--token" in result.output
|
||||||
|
assert "--force" in result.output
|
||||||
|
assert "--workspace" in result.output
|
||||||
|
|
||||||
|
|
||||||
|
def test_init_writes_expected_files(tmp_path, monkeypatch):
|
||||||
|
"""Mocked end-to-end: init writes CLAUDE.md, settings.json, AGNES_WORKSPACE.md."""
|
||||||
|
monkeypatch.setenv("AGNES_CONFIG_DIR", str(tmp_path / "_cfg"))
|
||||||
|
api_get = _make_api_get()
|
||||||
|
monkeypatch.setattr("cli.commands.init.api_get", api_get, raising=False)
|
||||||
|
monkeypatch.setattr("cli.lib.pull.api_get", api_get, raising=False)
|
||||||
|
|
||||||
|
result = runner.invoke(init_app, [
|
||||||
|
"--server-url", "http://test.example.com",
|
||||||
|
"--token", "test-pat",
|
||||||
|
"--workspace", str(tmp_path),
|
||||||
|
])
|
||||||
|
assert result.exit_code == 0, result.output
|
||||||
|
assert (tmp_path / "CLAUDE.md").exists()
|
||||||
|
assert "agnes pull" in (tmp_path / "CLAUDE.md").read_text()
|
||||||
|
assert (tmp_path / ".claude" / "settings.json").exists()
|
||||||
|
assert (tmp_path / ".claude" / "CLAUDE.local.md").exists()
|
||||||
|
assert (tmp_path / "AGNES_WORKSPACE.md").exists()
|
||||||
|
# run_pull always creates the analytics.duckdb file (load-bearing).
|
||||||
|
assert (tmp_path / "user" / "duckdb" / "analytics.duckdb").exists()
|
||||||
|
|
||||||
|
|
||||||
|
def test_init_no_dead_dirs_zero_grants(tmp_path, monkeypatch):
|
||||||
|
"""Zero grants -> no .claude/rules, no server/parquet, no user/sessions."""
|
||||||
|
monkeypatch.setenv("AGNES_CONFIG_DIR", str(tmp_path / "_cfg"))
|
||||||
|
api_get = _make_api_get()
|
||||||
|
monkeypatch.setattr("cli.commands.init.api_get", api_get, raising=False)
|
||||||
|
monkeypatch.setattr("cli.lib.pull.api_get", api_get, raising=False)
|
||||||
|
|
||||||
|
runner.invoke(init_app, [
|
||||||
|
"--server-url", "http://x",
|
||||||
|
"--token", "t",
|
||||||
|
"--workspace", str(tmp_path),
|
||||||
|
])
|
||||||
|
for forbidden in [
|
||||||
|
"data/parquet", "data/duckdb", "data/metadata",
|
||||||
|
"user/artifacts", "user/sessions",
|
||||||
|
"server/parquet", ".claude/rules",
|
||||||
|
]:
|
||||||
|
assert not (tmp_path / forbidden).exists(), f"forbidden created: {forbidden}"
|
||||||
|
|
||||||
|
|
||||||
|
def test_init_force_preserves_local_md(tmp_path, monkeypatch):
|
||||||
|
"""--force regenerates CLAUDE.md but never touches CLAUDE.local.md."""
|
||||||
|
monkeypatch.setenv("AGNES_CONFIG_DIR", str(tmp_path / "_cfg"))
|
||||||
|
api_get = _make_api_get()
|
||||||
|
monkeypatch.setattr("cli.commands.init.api_get", api_get, raising=False)
|
||||||
|
monkeypatch.setattr("cli.lib.pull.api_get", api_get, raising=False)
|
||||||
|
|
||||||
|
# First init seeds the workspace + writes the default CLAUDE.local.md stub.
|
||||||
|
r1 = runner.invoke(init_app, [
|
||||||
|
"--server-url", "http://x",
|
||||||
|
"--token", "t",
|
||||||
|
"--workspace", str(tmp_path),
|
||||||
|
])
|
||||||
|
assert r1.exit_code == 0, r1.output
|
||||||
|
(tmp_path / ".claude" / "CLAUDE.local.md").write_text("# my notes")
|
||||||
|
|
||||||
|
# Second init with --force must overwrite CLAUDE.md but leave the
|
||||||
|
# operator-written CLAUDE.local.md alone.
|
||||||
|
r2 = runner.invoke(init_app, [
|
||||||
|
"--server-url", "http://x",
|
||||||
|
"--token", "t",
|
||||||
|
"--workspace", str(tmp_path),
|
||||||
|
"--force",
|
||||||
|
])
|
||||||
|
assert r2.exit_code == 0, r2.output
|
||||||
|
assert "my notes" in (tmp_path / ".claude" / "CLAUDE.local.md").read_text()
|
||||||
|
|
||||||
|
|
||||||
|
def test_init_partial_state_friendly_exit(tmp_path, monkeypatch):
|
||||||
|
"""CLAUDE.md exists with marker but no settings.json -> friendly hint, exit 1."""
|
||||||
|
monkeypatch.setenv("AGNES_CONFIG_DIR", str(tmp_path / "_cfg"))
|
||||||
|
workspace = tmp_path
|
||||||
|
(workspace / "CLAUDE.md").write_text("# AI Data Analyst\n")
|
||||||
|
# Without --force, init should refuse and print a hint
|
||||||
|
result = runner.invoke(init_app, [
|
||||||
|
"--server-url", "http://x",
|
||||||
|
"--token", "t",
|
||||||
|
"--workspace", str(workspace),
|
||||||
|
])
|
||||||
|
assert result.exit_code == 1
|
||||||
|
assert "Traceback" not in (result.output + (result.stderr or ""))
|
||||||
Loading…
Reference in a new issue