* feat(unified-stack): Browse + My Stack + Recipes + RBAC matrix (v49–v55)
Squash of 94 commits spanning the v49 → v55 unified-stack rewrite.
Full per-feature breakdown lives in CHANGELOG.md under [Unreleased].
Major buckets:
* v49 schema — first-class user_groups + user_group_members +
resource_grants; admin can CRUD groups and grants; Google
Workspace nightly sync writes into the new tables.
* v49 data_packages — admin-curated bundles of tables, RBAC-gated,
first-class section on /catalog Browse + My Stack.
* v49 memory_domains — row-backed (replaces hardcoded VALID_DOMAINS
enum); admin can CRUD; grants follow the same shape as tables and
packages.
* v50 cover_image_url + admin sidebar collapsibles + per-row Mode
tooltip + admin queue domain badges + admin "+ New Item" seed flow.
* v51 lifecycle status (prod/poc/coming-soon/draft) + category +
palette swatches on admin modals.
* v52 per-table detail page /catalog/t/<id>.
* v53 Recipes — admin-curated SQL templates as a second tab on
/catalog with full Edit/Delete admin affordances.
* v54 soft-delete (deleted_at) + Undo toast for packages, memory
domains, and recipes; hard_delete() retained as escape hatch.
* v55 Recipes RBAC — ResourceType.RECIPE registered, inline Group
Access matrix on Create + Edit Recipe modals (mirrors the Memory
Domain pattern).
* Activity Center per-resource filter (resource_prefix LIKE-anchored
on audit_log.resource); admin nav g+letter keyboard shortcuts;
loadAdminTablesLayout N+1 → single endpoint; /api/memory 30s
page-level cache.
* CI hardening — Keboola legacy tests pytest.importorskip; perf-
smoke threshold widened to stop cold-cache flake.
5002 tests passing, 35 skipped.
* feat(p2 backlog): Cmd-K palette + suggest-a-domain + nightly E2E + v55 schema
10-item P2 sweep on top of the unified-stack squash. New behaviour:
* Cmd-K admin command palette (base.html) — fuzzy-search overlay over
admin + user-facing routes. Arrows/Enter to navigate, Esc to close.
* Stack-tabs digit shortcuts — 1/2/3 switch Browse / My Stack /
Recipes on /catalog + /corporate-memory.
* Friendlier non-admin empty state on /corporate-memory, plus a
"Suggest a domain" CTA → POST /api/memory-domain-suggestions, admin
queue with approve/reject. Backed by a new memory_domain_suggestions
table (schema v55).
* /admin/corporate-memory 7-tab strip grouped under Moderation /
Catalog parent labels.
* Bulk-assign table → package dropdown annotates each option with
"(N of M tables already in)" so the existing distribution is visible
before picking a target.
* GET /api/memory + /tree accept is_required filter; admin status
dropdowns route the "Required" sentinel onto it (status no longer
holds 'mandatory' post-v49, so the old dropdown returned nothing).
* chip-input.js is now opt-in per template via {% block extra_scripts %}
instead of loaded globally on every page from base.html.
* Edit-modal close helpers consolidated onto _closeEditModalById();
docs the per-source-type modal architecture decision.
* New .github/workflows/e2e-nightly.yml runs agent-browser smoke
scripts (scripts/e2e/smoke_*.sh) against a docker-compose stack
nightly at 04:30 UTC; failures open an agent-browser-nightly issue.
5012 tests passing, 35 skipped.
* fix(visual audit): 6 page regressions on memory + data-package surfaces
agent-browser walkthrough of every memory + data-package page in the PR
turned up 6 real bugs. Fixes:
1. Admin memory modals were dead. Duplicate `let _cmdNewDomainId`
declarations from the deprecated step-2 RBAC stubs in
admin_corporate_memory.html collided with the live state vars
declared earlier in the same <script> → SyntaxError on parse →
the entire second script block silently failed → every inline
onclick= handler defined there (`+ New Memory Domain`, Edit, etc.)
was a no-op. Removed the duplicate stubs.
2. /catalog/t/<table_id> + /catalog/r/<slug> rendered unstyled.
Both templates injected their CSS via {% block head %} but
base.html exposes {% block head_extra %} — wrong block name
meant <style> rules never reached the rendered HTML. Renamed
to head_extra. Hero card, section cards, dark SQL block, proper
full-width inputs all now render as designed.
3. L49 leak — "MANDATORY" KPI label + "Make Mandatory" row buttons
on /admin/corporate-memory still used the old word. Renamed to
"Required" / "Mark as Required" so UI matches the data model
(v49 split moved the Required tier onto the orthogonal
is_required boolean; status no longer holds 'mandatory').
4. Activity Center Resource dropdown didn't know the v55
`memory_domain_suggestion:` namespace — added it.
5. Tab strip on /admin/corporate-memory wrapped text 2× per button
on narrow viewports after the L50 MODERATION/CATALOG group
labels pushed total width past most viewports. Switched the
strip to flex-wrap:nowrap + overflow-x:auto with
white-space:nowrap + flex-shrink:0 on every direct child so the
tabs stay one row and slide horizontally when they overflow.
5012 tests passing, 35 skipped.
* rebase-cleanup: align with main's 0.54.25-27 API design + comment fix
Three follow-on fixes after rebasing onto origin/main (0.54.27):
* admin_tables.html: dropped a stray nested ``{% if data_source_type
== 'keboola' %}`` around ``prefillFromKeboolaTable`` (main never had
it; the outer Phase F2 guard already covers it) and reworded a JS
comment that contained literal ``{% %}`` tokens which Jinja was
parsing as a real tag → unbalanced if/endif → 30 template render
failures across the suite.
* /api/stack/subscription/{type}/{id}: DELETE now returns 204 instead
of 200 per the 0.54.26 design rules. CLI client + parity tests
updated to accept 2xx / assert 204.
* Memory-domain suggestion approve/reject paths added to
``_VERB_PATH_ALLOWLIST`` — they are pending → approved/rejected
state-machine transitions (approve also creates the real
memory_domains row as a side effect), so the RPC shape is
intentional rather than a missed PATCH refactor.
5035 tests passing, 35 skipped.
* fix(catalog_table_detail): real polish pass — hero glyph, dedup pills, rows/size meta, scoped sync CTA
The previous fix only got the block-name typo so the existing CSS rendered.
The actual layout was still wireframe-tier on close inspection:
* No cover glyph in the hero (a flat white card with title + meta line);
data-package + memory-domain detail pages both have a colored icon
square. Restored parity — table.icon emoji if set, otherwise initials
on a colored square using table.color.
* "INTERNAL" pill rendered twice for agnes_audit etc. — the mode pill
and the source-type pill happened to be identical strings. Now skip
the source pill when it matches the mode (`internal == internal`).
* Bucket / source_table code chip showed `Agnes Internal.audit_log` for
internal rows — meaningless to a user. Hidden when source_type is
internal.
* `pairs_well_with` admin input was a comma-separated `<input>` always
visible. Wrapped all 4 sections in an Edit-on-demand toggle: read-
only display by default, "+ Add" / "Edit" button on the right edge
of each section header reveals the inline form, Cancel hides it.
* "Trigger sync now" was a cramped link squashed into the empty-state
flex row (visible as `Tr…` overflow before). Promoted to a proper
btn-primary button under the empty-state copy. Hidden entirely for
internal tables (which are server-managed — no upstream to pull).
* Hero meta now surfaces row count + payload size (when sync_state has
them) + last sync timestamp on a single line — was missing from the
original.
* Mode pills colored by tier (local=green, remote=amber, materialized=
blue, internal=gray) so the basic fact about a table reads at a
glance, not from upper-cased ALL-CAPS text alone.
* tests(v56): TDD baseline for extended data-packages content + per-table docs
68 failing tests across 8 files spec the v56 surface before any
implementation lands:
* test_schema_v55_to_v56_migration.py — schema bump, additive ALTERs
on data_packages + table_registry, idempotency, sequential-upgrade
preservation
* test_data_packages_repo_v56.py — repo create/update/get/list for
owner_name, owner_team, tags, long_description, when_to_use,
when_not_to_use, example_questions (JSON list round-trip, empty
defaults, partial-update preservation)
* test_table_registry_v56_docs.py — update_docs for grain, platforms,
partition_col, history, gotchas; preserves v52 docs columns
* test_api_data_packages_v56.py — PUT/POST/GET for all new fields,
field-level validation (tag count, bullet length, description size),
virtual badge derivation (curated/new)
* test_api_registry_docs_v56.py — PATCH /api/admin/registry/{id}/docs
for v56 fields, validation, RBAC unchanged
* test_web_catalog_package_detail_v56.py — /catalog/p/<slug> rewrite
asserts on rendered owner line, tag pills, badges, What it is,
Use it when, Skip it when, Example questions, per-table extended
detail in collapsible row, key-gotcha distinctness, admin-only Edit
* test_web_stack_card_v56_metadata.py — Browse-grid card additions
(owner chip, tag chips, badges) without breaking back-compat for
rows missing the new fields
* test_data_packages_no_vendor_content.py — CI guard: scans app/ +
src/ + cli/ + config/ + scripts/ for Groupon-specific tokens from
the colleague's spec MD; fails if any leak into OSS surfaces
* test_db_schema_version.py — bumped 55 → 56 with rationale
Plus updates schema-version assertion to 56. Implementation lands in
subsequent commits (schema migration → repo → API → templates).
* feat(v56): schema + repo for extended data-packages content
Schema additions (ALTER ADD COLUMN IF NOT EXISTS — additive + idempotent):
* data_packages: owner_name, owner_team, tags, long_description,
when_to_use, when_not_to_use, example_questions (JSON-as-VARCHAR for
the lists)
* table_registry: grain, platforms, partition_col, history, gotchas
(extends the v52 sample_questions / things_to_know / pairs_well_with
docs surface with structured per-table content)
Repo extensions:
* DataPackagesRepository.create + update accept the new fields with
the same Optional-is-no-op contract as v51 (pass an empty list to
clear a JSON column)
* _decode_row decodes the new JSON-list columns to Python lists; NULL
rounds back to [] so callers don't branch
* TableRegistryRepository.update_docs grew the v56 fields alongside
the existing v52 ones — single PATCH can write either tier
atomically
* TableRegistryRepository._decode_row picks up platforms + gotchas in
the same NULL-tolerant decoder
22 repo + migration tests passing. API + UI land in subsequent commits.
* feat(v56): API surface for extended data-packages + per-table docs
CreateDataPackageRequest + UpdateDataPackageRequest grew the v56 fields
(owner_name, owner_team, tags, long_description, when_to_use,
when_not_to_use, example_questions) with per-field validators that
match the Foundry spec checklist:
* tags: ≤8 entries × ≤30 chars
* long_description: ≤4000 chars
* use/skip: ≤8 bullets × ≤200 chars
* example_questions: ≤12 × ≤200 chars
_serialize emits all v56 fields plus a virtual ``badges`` list derived
server-side at render time (no DB column needed): "curated" when the
creator is in the Admin group, "new" within 30 days of created_at.
Backdating created_at or admin-status changes pick up automatically.
PATCH /api/admin/registry/{id}/docs extended with v56 structured
per-table fields (grain, platforms, partition_col, history, gotchas).
gotchas: list of {key: bool, body: str} Pydantic models with the same
≤8 cap; first key=true entry becomes the Key gotcha on the rendered
package detail page. PATCH echoes the fresh state so callers can
re-render without a second GET.
26 API tests passing (16 data-packages + 10 registry-docs).
* feat(v56): /catalog/p/<slug> rewrite + Browse-grid card augmentation
The third (and final) v56 commit lights up the UI surfaces backed by
the schema + API commits earlier in this PR:
* /catalog/p/<slug> template rebuilt around the Foundry spec's
section ladder — hero (icon + name + badges + owner + tags +
description + meta + Add-to-stack), "What it is" markdown body,
paired "Use it when / Skip it when" panels, "Tables in this
package" with collapsible per-table extended detail (grain /
platforms / partition_col / history / gotchas + sample questions),
and an "Example questions you can ask Claude" prompt panel. Each
section guarded by ``{% if pkg.<field> %}`` — empty content fields
hide the section entirely (no "No X yet" placeholder noise on the
public-facing drilldown).
* router catalog_package_detail hydrates per-table v56 fields onto
the tables list + derives the virtual badges (curated / new)
server-side from creator-in-Admin + 30-day created_at.
* StackResolver.ResourceEntry grew owner_name / owner_team / tags /
badges; _fetch_entries pulls the v56 columns + computes badges
once per fetch using a single Admin-group SELECT.
* _data_package_entry_dict adapter passes the new fields through to
the macro; tags are merged source-type pills + admin-authored
category tags per the spec convention.
* _stack_card.html renders the v56 badges (top-left, data-badge=
hooks) + the owner chip (data-card-owner hook) without breaking
back-compat — pre-v56 rows render unchanged.
* Admin PUT handler strips the v56 docs fields from the
read-modify-write merged dict so register() doesn't blow up
with the now-larger row shape (same pattern as the v52 docs
fields stripping).
5115 tests passing (+98 v56 + 18 fixed regressions from the merged-
register PUT path), 35 skipped.
* fix(rbac): Edit-on-package + Group-access 'required' persistence + CI vendor guard
Three related bugs reported on the merged-with-main branch:
1. Clicking Edit on a Data Package card landed on /admin/tables with
a `#<pkg.id>` hash that nothing listened to — admin saw the global
table listing, not the editor for that specific package. Added a
`?edit_package=<pkg_id>` query-param handler in admin_tables.html
(analog to the existing `?edit=<table_id>` and `?assign_to=<pkg_id>`
patterns) that calls openEditDataPackageModal on DOMContentLoaded
after a 250ms layout settle. Updated the package-detail Edit link
to use the new query param.
2. Setting Group Access to 'required' didn't persist — re-opening
the modal showed 'available'. Root cause was the v49
``resource_grants.requirement`` enum existing in the DB but the
POST /api/admin/grants endpoint not surfacing it: ``CreateGrantRequest``
declared only group_id + resource_type + resource_id, so Pydantic
silently dropped the matrix's ``requirement: 'required'`` payload
and the new row landed at the DB column default ('available').
Plumbed ``requirement`` through ``CreateGrantRequest`` →
``ResourceGrantsRepository.create`` so the value persists in one
round-trip. Plus a UNIQUE-constraint race in the matrix
diff-apply: DELETE-old + POST-new ran in parallel via
``Promise.allSettled``, so POST could fire first and trip the
unique check before DELETE freed the slot. Switched to sequential
(await all deletes; then await all writes) across all three
matrices (Edit Data Package, Edit Memory Domain, Edit Recipe).
3. CI vendor-content guard ``test_no_groupon_specific_strings_in_oss``
tripped on two of my own docstrings: a "Foundry Data team" mention
in two src/db.py comments + an ``s1_session_landings`` example in
cli/skills/agnes-table-registration.md. Rephrased the comments to
"extended-descriptions admin spec" and replaced the example with
a generic ``events_daily`` table name.
5164 tests passing, 35 skipped (+4 regression tests pinning the POST
/api/admin/grants requirement contract). Vendor guard back to green.
* fix(catalog): admin Browse path drops v58 card fields
The /catalog and /memory admin god-mode branch built ResourceEntry
instances inline from pkg_repo.list() / domains_repo.list() and skipped
owner_name, owner_team, tags, and derived badges (curated/new). Visible
symptom: a package with an owner + tags rendered with the v56 chrome
for non-admin viewers but as a bare card for admins.
Adds StackResolver.browse_admin(user_id, resource_type) — admin god-mode
Browse that walks the full table but routes through the same
_fetch_entries enrichment pass as browse(), so admin + non-admin Browse
stay visually consistent. Both /catalog and /corporate-memory routes
switch to it.
Regression test in tests/test_stack_resolver_browse_admin.py covers:
owner/tags propagation, new/curated badge derivation, in_stack from
admin subscriptions, all-packages-regardless-of-grants, and the
ValueError for unsupported resource types.
* fix(catalog): three /catalog tab-strip UX bugs
1. Required Remove → red toast
browse_admin passed empty required_ids to _fetch_entries, so the
admin's own required grants surfaced as 'available' and the macro
rendered an actionable Remove button that POST /unsubscribe 400'd
on. Now derives required_ids from the admin's own groups so
Required packages render with the disabled "In stack (required)"
button. Regression test in test_stack_resolver_browse_admin.py.
2. Remove green-toasts but card stays until refresh
The My-Stack empty-state placeholder was only emitted server-side
when stack_entries was empty at render time. Removing the last
card left the tab completely blank — users read that as "Remove
didn't work, let me refresh". Both grid + empty-state are now
always rendered with one of them initially hidden; the JS swaps
visibility on add/remove instead of injecting DOM. Same fix in
/corporate-memory.
3. "What are Recipes?" + ambiguous (admin) suffix
Recipes tab now carries its own curator-block explainer (the
shared one was moved inside Browse view so it doesn't bleed
across tabs). The grey "(admin)" suffix becomes a yellow
.admin-only-hint chip with a title tooltip — visibility hint is
now unambiguous: yellow chip = "only you see this", non-admins
don't see the affordance at all.
* schema: renumber v51..v58 → v52..v59 to make room for main's v51
Main 0.54.29 introduced a NEW v51 (table_registry.bq_fqn — issue #343)
that releases ahead of this branch. The unified-stack chain v51..v58
shifts up by one so main's v51 stays as the released schema and ours
become v52..v59. Function names, internal version bumps, dispatch
ladder thresholds, and the migration-test references all move
together. Subsequent merge with main lands the bq_fqn column at the
freed v51 slot.
* fix(seed): seed admin lands in BOTH Admin AND Everyone groups
The LOCAL_DEV_MODE / SEED_ADMIN_EMAIL bootstrap only added the seed
user to Admin. Everyone-scoped grants — the canonical "every-user-
sees-this" pattern for Required onboarding — didn't surface for the
seed admin's own /catalog because they weren't in Everyone. Symptom:
admin grants a Required-tier package to Everyone, then sees it on
/catalog still rendered with an "Add to stack" button (because the
admin's resolved required_ids was empty for that package).
The dual-membership keeps Admin (authorization) and Everyone
(default-grant target) intentionally separate per the design comment
on UserRepository.create — every membership remains traceable to a
concrete row, just now with a system_seed row in Everyone too. Both
INSERTs go through UserGroupMembersRepository.add_member which is
idempotent on (user_id, group_id), so re-fires on every lifespan
startup don't duplicate rows.
Regression test in test_main_seed_admin_everyone.py.
* style: unify admin-only hints across marketplace + memory detail pages
Replaces three stale ``(admin)`` parentheticals with the same yellow
``admin-only`` chip introduced for /catalog tab actions. Same tooltip
copy ("Visible only to admins — analysts won't see this …") so the
visibility hint is unmistakable wherever it appears:
- Hard delete on marketplace_plugin_detail (admin-only destructive
action — same gating as the original suffix conveyed).
- Hard delete on marketplace_item_detail (same).
- Edit link on memory_domain_detail (title-attr only before; now a
visible chip too).
Non-admin viewers never saw these affordances — the gates are
unchanged. Pure styling pass for consistency.
* fix(catalog): exclude soft-deleted data packages + memory domains from Browse
``StackResolver._fetch_entries`` and ``browse_admin`` were querying
data_packages / memory_domains without a ``deleted_at IS NULL`` guard.
A package soft-deleted via /admin/* (v54 soft-delete contract) stayed
visible on /catalog and /memory until either an Undo or a hard delete
— directly contradicting the soft-delete UX which is supposed to
remove the affordance immediately and only retain the row for the
Undo window.
The repository accessors (DataPackagesRepository.list,
MemoryDomainsRepository.list, list_packages_of_table, etc.) already
filter deleted rows; this commit brings the resolver's direct SQL in
line with that contract.
Regression test in test_stack_resolver_browse_admin.py.
* fix(catalog): Add/Remove updates full card chrome, not just button
The previous _applyStackChange flipped only the footer button label —
the card border (.is-in-stack class), top-right "In stack" badge, and
button color class (--add / --remove) stayed at their server-rendered
state. After Add the user saw the button checkmark but the rest of
the card still looked like "available, not in stack". They read this
as "the change didn't take — let me refresh".
This commit makes the optimistic update mirror what the server-side
macro renders for the new state:
* ``c.classList.toggle('is-in-stack', becameInStack)`` — flips the
border + visual state class.
* Top-right ``.stack-card__req-badge--instack`` badge is injected on
Add, removed on Remove (skipped when ``data-requirement='required'``
— that slot is owned by the Required badge).
* Button text is "Remove" / "+ Add to stack" matching the macro
(was "✓ In stack" which was visually nice but inconsistent).
* Button color class --add / --remove swaps so the destructive Remove
tint kicks in immediately.
The clone-into-My-Stack path applies the same updates so the new card
in My Stack reads identically to a server-rendered in_stack card.
Mirrored in /corporate-memory.
* fix(memory): four Devin-review bugs on /memory drill-down + manifest
PR #333 Devin review surfaced four real bugs that ship a broken
/memory experience even though the unit tests passed.
1. Manifest md5 omits is_required + content (app/api/sync.py:836-840)
_build_memory_domains_section hashed only (id|title|status) per
item. _build_per_domain_markdown routes items between "## Required"
and "## Approved" by is_required and embeds full content — so an
admin edit of either dimension left the manifest md5 unchanged,
`agnes pull` skipped the re-fetch, and the analyst kept a stale
bundle.md. Now both fields participate in the hash.
2. required_count always 0 (src/repositories/memory_domains.py)
list_items_of_domain only SELECTed (id, title, status) so the
`it.get("is_required")` in the manifest builder always evaluated
to None → required_count = 0 regardless of actual state. The
manifest builder advertised a count it could never compute. Now
projects is_required + content too (required by fix 1 anyway).
3. Vote URL 404 (memory_domain_detail.html:289-290)
Constructed `/api/memory/items/{id}/vote` but the route is
`/api/memory/{id}/vote`. Every upvote/downvote button was a
silent no-op.
4. Dismiss/undismiss URL + method both wrong (memory_domain_detail.html:296-305)
Constructed `/api/memory/items/{id}/dismiss` (extra /items/) and
/undismiss (no such route — undismiss is DELETE on /dismiss).
Both buttons silently 404'd. Now POST + DELETE on
`/api/memory/{id}/dismiss` per app/api/memory.py:635/675.
* fix: multi-agent reviewer findings — vendor-token scrubs + manifest md5 predicate + soft-delete filter
Three reviewer findings from the multi-agent review on PR #333,
fixed in-place per CLAUDE.md issue-economy rule.
Reviewer-rules (Important — vendor-agnostic OSS):
- app/main.py:218 comment: replaced 'foundryai-prod' with generic
'a customer prod instance' phrasing. Public OSS repo must not
carry customer-specific tokens (CLAUDE.md § Project conventions).
- tests/test_table_registry_v56_docs.py:70 fixture string:
replaced "user_brand_affiliation = 'groupon'" with 'acme' on
the same rule.
Reviewer-architecture (closes still-unresolved Devin 🚩 ANALYSIS):
- app/api/sync.py _build_memory_domains_section: md5 hash loop now
filters items to the SAME predicate the bundle renderer uses
(is_required OR status='approved'). Pre-fix the hash iterated ALL
items but _build_per_domain_markdown only rendered the union of
required items + approved-non-required items — so an admin edit
to a pending/rejected non-required item flipped the md5 against
an identical-bytes bundle, triggering a wasteful re-fetch on
every analyst's next 'agnes pull'. The earlier commit fixed the
hash-input fields (is_required + content); this closes the
set-of-items asymmetry Devin separately flagged.
Reviewer-RBAC (minor cleanup):
- app/resource_types.py _data_package_blocks and _memory_domain_blocks
now filter 'WHERE deleted_at IS NULL' (v54 soft-delete column) so
the /admin/access UI doesn't surface soft-deleted entities as
grantable. Mirrors the existing filter on _recipe_blocks. No
security leak pre-fix (resolver double-filters and re-checks at
serve time), just UI cleanliness.
- app/services/stack_resolver.py add_to_stack: docstring note
added explaining that authorization is enforced at the API layer
(app/api/stack.py can_access gate), not at the resolver. The
initial review suggested adding a defensive 403 here, but that
broke 5 existing tests that legitimately call add_to_stack
directly without setting up grants first; the docstring captures
the contract instead. stack() already intersects subscriptions
with current available_ids on every read, so a 'zombie' row from
a misuse never leaks into the user-facing manifest.
* release: 0.55.0 — unified Browse + My Stack (Data Packages + Memory), schema v48→v59, 3 BREAKING
Consolidates the scattered per-analyst pages into /me/activity (usage
analytics) and /me/profile (account hub). /me/stats and /profile/sessions
301-redirect; /profile, /me/debug, /tokens are removed with every internal
link repointed. Includes an XSS fix in the /me/activity page hero, the
user_id-keyed session-lookup alignment, and the v0.54.15 release cut.
Co-developed by @ZdenekSrotyr and @cvrysanek.
The flag ran RemoteQueryEngine in-process on the caller's machine and
required local BigQuery credentials (BIGQUERY_PROJECT + ADC). Analysts
don't have those, so calling --register-bq from an analyst workspace
surfaced as a confusing not_configured error chain ("Could not load
static instance.yaml" + "BigQuery project not configured"). An agent
following CLAUDE.md's hybrid-queries guidance would land in exactly
that trap.
The underlying engine was originally designed server-side (commit
d180b201, "Step 28: Remote query architecture"); the CLI port (commit
d605e7d9) silently assumed parity with the server. Server-side hybrid
already exists as an admin-only POST /api/query/hybrid endpoint
(app/api/query_hybrid.py) and is untouched here.
Analysts combining local + remote data now have two documented paths:
agnes snapshot create a filtered slice and join locally, or run the
join server-side via agnes query --remote. CLAUDE.md, the agent skill,
docs/DATA_SOURCES.md, and connectors.md updated accordingly.
Sweep operator runbooks (docs/QUICKSTART, docs/HEADLESS_USAGE,
docs/architecture, docs/sample-data, docs/agent-workspace-prompt,
docs/metrics/metrics.yml, dev_docs/server, dev_docs/disaster-recovery),
the corporate-memory service README, the jira connector README + backfill
scripts, the deploy skill, and test docstrings. Replaces `da sync` →
`agnes pull`, `da analyst setup` → `agnes init`, `da metrics ...` →
`agnes catalog --metrics` / `agnes admin metrics ...`, `da fetch` →
`agnes snapshot create`, plus the matching docker-compose admin
invocations.
Vendor-specific `/opt/data-analyst/` install paths in jira backfill /
consistency scripts and operator docs are replaced with the
placeholder `<install-dir>` and a new `AGNES_ENV_FILE` env-var override
that lets a deployment inject its actual install path without a code
change. Aligns with the OSS vendor-agnostic policy in CLAUDE.md.
CHANGELOG `### Internal` entry summarizes the audit and reaffirms the
intentional stale-marker tuples (`_LEGACY_STRINGS`, `_OUR_COMMAND_MARKERS`)
that must keep referencing `da sync` / `da fetch` / etc. for hook upgrade
and override-detection logic.
Bring admin UI, audit-log messages, code comments, and analyst-facing
skill docs in line with the post-bootstrap CLI surface (`agnes pull`,
`agnes push`, `agnes init`, `agnes snapshot create`). The legacy
`_LEGACY_STRINGS` detection tuple in `app/api/claude_md.py` and the hook
upgrade markers in `cli/lib/hooks.py` are intentionally left as-is —
they exist precisely to flag pre-rewrite content for re-authoring.
Strip "(folded from `da metrics list`)" / "(lifted from `da metrics
show`)" / "Replaces the old `da analyst status`" docstring noise — the
rename history is in CHANGELOG.md, not in module docstrings.
13 Devin findings across 10 files:
🔴 Critical:
- app/api/v2_catalog.py:42 — `_fetch_hint` returns `da fetch` in /api/v2/catalog
responses (user-visible in every catalog list)
- cli/skills/agnes-data-querying.md — 11 stale `da fetch`/`da sync` refs in the
bundled skill markdown
- config/claude_md_template.txt:38 — referenced `agnes pull --docs-only` flag
that does NOT exist in agnes pull (removed; spec only ships --quiet/--json/
--dry-run)
🟡 Important:
- app/api/admin.py:252 — `da fetch` in bq_max_scan_bytes hint
- cli/commands/auth.py:119 — `da sync` in import-token docstring (--help text)
- cli/commands/tokens.py:48 — "Export it so `da` can use it" prose
- ARCHITECTURE.md — 4 stale rows in CLI commands table
- README.md — stale paragraphs for analysts (da sync, da analyst setup)
🚩 Substantive observations addressed:
- app/api/query.py:249,302,489 — server-side error/help strings still said
`da sync`/`da fetch` (returned in API responses to clients)
- cli/commands/snapshot.py:235-241 — DuckDB existence guard incorrectly
blocked `--estimate` (server-side dry-run that never opens local DB).
Added test ensuring estimate path skips the guard.
Skipped (intentionally historical):
- app/api/admin.py:2377,2429,2437 — historical comments describing past
manifest-vs-sync_state bug; past tense, accurate to keep as `da sync`.
Fixes the rails docs that PR #154 over-promised. The reporter (#160)
tried `da query --remote` against a VIEW row and saw a catalog error;
the previous version of the docs said this would work as a one-shot
server-side execution. Now it actually does (see prior commits), but
the docs also need to acknowledge the new cost guardrail and the
registry-gated direct-bq path.
Touched files:
- **CLAUDE.md** (root, "Querying Agnes data — agent rails"): the
`da query --remote` bullet under "Choose the right tool" now spells
out the BASE TABLE vs VIEW/MATERIALIZED_VIEW pushdown asymmetry +
the 5 GiB scan cap + the registry-gating of direct bq.* paths.
"When NOT to use `da fetch`" decision matrix updated with a separate
row for VIEW aggregates so analysts see why the cap might trip.
- **config/claude_md_template.txt** (PR #154's analyst CLAUDE.md):
three-patterns table caveat for the cost guardrail.
- **cli/skills/agnes-data-querying.md**: `When NOT to use da fetch`
matrix updated with the same VIEW caveat + registry-gating note.
- **cli/skills/agnes-table-registration.md:121**: replaced the
example that suggested raw `bq."<project>.<dataset>.<table>"` syntax
(now blocked by the RBAC patch) with the registered-name form.
- **CHANGELOG.md**: full Unreleased entry with Added (Test Connection
endpoint + cost-cap server-config knob + placeholder UI), Fixed (the
five #160-class fixes: VIEW resolution, RBAC patch, blocklist,
bigquery_query() blocking, CLI render, hybrid endpoint detail
flattening), Changed (BREAKING legacy_wrap_views removal + quota
relocation).
140 tests pass across the issue-affected files.
Diagnostic + operator-facing documentation that closes the loop on the work in this PR.
`da diagnose` (via /api/health/detailed):
- New _check_bq_billing_project() helper. When data_source.type='bigquery' and BqProjects.billing == .data, surface a yellow warning: 'BigQuery billing project equals data project'. Hint includes the YAML field path + the /admin/server-config UI shortcut. Diagnose's overall status promotes warning → degraded so the CLI echoes it.
- Non-BQ instances (Keboola-only, etc.) skip the check.
- Implementation hooks into the existing /api/health/detailed surface — no new endpoint, no CLI changes.
config/instance.yaml.example documentation:
- data_source.bigquery.billing_project: USER_PROJECT_DENIED hint, /admin/server-config UI reference
- data_source.bigquery.legacy_wrap_views: analyst-side discipline note (use `da fetch` / `da query --remote`), issue #101 history, view-heavy deployment guidance
- data_source.bigquery.max_bytes_per_materialize: cost guardrail block (NEW — wasn't documented in .example before)
- ai.base_url: provider list + UI hint
- openmetadata + desktop: 'configurable via /admin/server-config UI' headers
- corporate_memory: leading note that the schema is editable via UI
Other docs:
- CHANGELOG.md: comprehensive Unreleased section
- CLAUDE.md: schema chain → v20 + Materialized SQL connector mode + per-connector tab UI mention
- README.md: mode-first source table summary
- docs/architecture.md: per-connector tab UI mention
- cli/skills/connectors.md: bootstrap rails (parallel to #154)
- docs/superpowers/plans/2026-05-01-admin-tables-form-cleanup.md: implementation plan archive (2515 lines)
- scripts/seed_dummy_tables.py: drop is_public after #150 RBAC migration (column gone)
Tests:
- test_diagnose_billing.py — 3 cases (BQ with billing==data warns, BQ with billing!=data clean, non-BQ skips)
* feat(rbac): drop dataset_permissions + access_requests + users.role + is_public; v19 migration
BREAKING. Sjednocení datové RBAC vrstvy do per-group resource_grants modelu.
Před PR byla legacy data RBAC vrstva (dataset_permissions + is_public bypass)
de-facto neaktivní — is_public neměl API/UI/CLI surface, default true znamenal
že can_access_table vždycky bypassl. Dnes každý non-admin přístup vyžaduje
explicitní resource_grants(group, "table", id) řádek.
Schema v18 → v19 (src/db.py:_v18_to_v19_finalize):
- DROP TABLE dataset_permissions, access_requests
- DROP COLUMN users.role (NULL artifact since v13)
- DROP COLUMN table_registry.is_public
- Drops přes table-rebuild idiom (rename → create new → INSERT … SELECT
→ drop old) kvůli DuckDB ALTER DROP COLUMN limitacím na tabulkách
s historic FK constraints. INSERT picks intersection sloupců, takže
test fixtures s minimal pre-v19 schemou migrate cleanly.
Runtime:
- src/rbac.py:can_access_table → deleguje na app.auth.access.can_access
- DatasetPermissionRepository, AccessRequestRepository smazány
- AGNES_ENABLE_TABLE_GRANTS env-gate v app/resource_types.py odstraněn
(TABLE je unconditionally enabled)
API drop:
- app/api/permissions.py, app/api/access_requests.py celé soubory
- /admin/permissions web route + admin_permissions.html
- "Request Access" modal v catalog.html + locked-row UI
- ~10 if user.get("role") != "admin" checků nahrazeno (admin shortcut
je uvnitř can_access_table)
- /api/settings: drop permissions field z GET; PUT /api/settings/dataset
gate přepnut na can_access(user_id, "table", dataset, conn)
Auth:
- app/auth/jwt.py:create_access_token: drop role parametr (claim zmizí
z nově vydávaných JWT; staré tokeny zůstávají valid, claim ignored)
- app/api/users.py: drop role z CreateUserRequest / UpdateUserRequest
(admin promotion = explicit add to Admin group via memberships API)
- src/repositories/users.py: drop role z create() / update()
CLI:
- da admin set-role smazán → hard-fail s replacement command
- da admin add-user --role flag pryč
- da auth import-token --role flag pryč
- da auth whoami: drop "Role:" výpis
- cli/config.py:save_token: role parametr now optional, no longer written
(back-compat se starými token.json soubory zachována — pole se ignoruje)
Tests:
- DELETE: test_permissions.py, test_permissions_api.py, test_access_requests_api.py
- REWRITE: test_access_control.py (resource_grants flow), test_rbac.py
(can_access_table over resource_grants), test_journey_rbac.py
(drop access-request flow), test_resource_types.py (drop env-gate
tests, drop is_public from helpers), test_v2_*.py (drop role-based
user dicts in favor of id-based + Admin group membership),
test_settings_api.py (no permissions field, can_access gate)
- TRIVIAL: ~30 souborů — drop role="admin" arg z UserRepository.create
a 3rd positional role z create_access_token
- NEW: test_v18_to_v19 migration test (test_db.py),
test_can_access_table_no_implicit_public (test_rbac.py),
test_admin_set_role_returns_hardfail (test_cli_admin.py)
- OpenAPI snapshot regenerated
Docs:
- CHANGELOG: BREAKING entry pod [Unreleased]
- CLAUDE.md: schema v18 → v19
- docs/architecture.md: schema table + RBAC sekce přepsána
- docs/auth-google-oauth.md: admin promotion přes da admin break-glass
- cli/skills/security.md: kompletně přepsáno na group-based model
- docs/TODO-rbac-data-enforcement.md: smazáno (TODO splněn)
Test results: 2363 passed, 19 failed. Zbývající failures jsou pre-existing
Windows-specific issues (fcntl, charset) nesouvisející s tímto PR —
ověřeno git stash pop.
Plan: ~/.claude/plans/floofy-coalescing-parnas.md
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* chore(release): cut 0.27.0
---------
Co-authored-by: Minas Arustamyan <arustamyan.minas@gmail.com>
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-authored-by: ZdenekSrotyr <zdenek.srotyr@keboola.com>
Replaces the BigQuery wrap-view pattern with a discovery + scoped-fetch toolkit driven by the analyst's Claude session. Adds /api/v2/{catalog,schema,sample,scan,scan/estimate}, da catalog/schema/describe/fetch/snapshot/disk-info CLI commands, sqlglot-backed WHERE validator, process-local quota tracker, agent rails skill (cli/skills/agnes-data-querying.md). BREAKING: BQ wrap views off by default — set data_source.bigquery.legacy_wrap_views=true for one cycle. Backward-compat field_validator on primary_key. Catalog cache now matches documented 300s TTL with RBAC fresh per request. Cuts release v0.14.0.
* fix: redirect unauthenticated HTML routes to /login (#10)
* docs(plan): user mgmt + PAT + CLI distribution implementation plan (#9#10#11#12)
* build(docker): produce wheel artifact for /cli/download (#9)
* feat(db): schema v5 — users.active + deactivated_at/by (#11)
* feat(api): /cli/download wheel + /cli/install.sh with baked server URL (#9)
* feat(users): repository supports active flag + count_admins (#11)
* feat(ui): /install page with per-deployment install instructions (#9)
* feat(api): user PATCH/reset-password/set-password/activate/deactivate (#11)
* fix(cli): da login prompts for password and sends it in body (#9)
* test(api): safeguard tests for self-deactivate and last admin (#11)
* feat(auth): reject requests from deactivated users (#11)
* fixup(#10): propagate next through /login buttons + lock down sanitizer tests
* feat(cli): da admin set-role/activate/deactivate/reset-password/set-password (#11)
* feat(ui): /admin/users management page (#11)
* feat(db): schema v6 — personal_access_tokens (#12)
* feat(users): access_tokens repository (#12)
* feat(auth): JWT carries typ (session|pat) and explicit jti (#12)
* feat(auth): reject revoked/expired PATs; update last_used_at (#12)
* feat(api): /auth/tokens CRUD + admin revoke; session-only guard (#12)
* feat(cli): da auth token create/list/revoke (#12)
* feat(ui): /profile page with PAT create/list/revoke (#12)
* docs: PAT usage and session/PAT TTL clarification (#12)
* feat(auth): PAT first-use-from-new-IP audit + last_used_ip (schema v7) (#12)
Closes remaining acceptance gap from issue #12: audit_log entry on first use
of a PAT from an IP that differs from the recorded last_used_ip.
- schema v7: personal_access_tokens.last_used_ip column
- AccessTokenRepository.mark_used now stores the client IP
- get_current_user extracts client IP (X-Forwarded-For first hop, fallback
to request.client.host) and emits a token.first_use_new_ip audit when the
IP changes on a subsequent use (not the very first use)
- tests: new-ip audit, same-ip no-op, first-ever-use no-op, schema v7 column
* fix: address Devin review findings on PR #28
- app/main.py: exclude /auth/* from HTML redirect handler so JSON
endpoints under /auth/ (PAT CRUD used by `da auth token` CLI) keep
their 401 JSON contract (Devin #1, bug)
- app/api/tokens.py: reject expires_in_days <= 0 explicitly; use
`is not None` so 0 no longer silently creates a non-expiring token
(Devin #2)
- app/api/users.py: validate role against Role enum in create_user
to match update_user and prevent 500 on role-protected requests
later (Devin #3)
- app/web/templates/admin_users.html: escape user-supplied strings
before innerHTML; move onclick handlers to addEventListener via
data attributes so emails with quotes / HTML no longer break the UI
or enable stored XSS (Devin #4)
- app/auth/router.py, app/auth/providers/{password,google}.py:
reject deactivated users at login instead of issuing a JWT that
would then fail on the next request — removes the confusing
redirect loop (Devin #5)
- CLAUDE.md: document schema v7 instead of stale v4 (Devin #6)
- tests/test_web_ui.py: regression test for the /auth/* JSON 401
* feat(web): add /profile and /admin/users links to dashboard nav
* feat(web): point setup banner at /install page
* chore(web): drop unused setup_instructions context
* fix: address Devin review round 2 on PR #28
- app/api/tokens.py: when expires_in_days is None (the "never" option),
use a ~100-year JWT expiry so the token doesn't silently die in 24h
via the session-default fallback in create_access_token. The real
expiry enforcement stays in verify_token's DB-level check (Devin 🔴)
- app/web/templates/profile.html: escape t.name and other user-supplied
strings via esc() helper before innerHTML, same pattern as
admin_users.html. Move revoke onclick to data-attribute +
addEventListener (Devin 🟡)
- app/api/cli_artifacts.py: use `mktemp -d` with X's at end of template
for GNU/BSD portability, place wheel inside the temp dir and
clean up with rm -rf (Devin 🚩)
* feat(web): redesign /install page; make curl one-liner primary, collapse manual
Rebuild the public /install page using the dashboard visual language
(shared header, card layout, gradient hero, design tokens from
style-custom.css). The page is now anchored on the one-liner install
path: curl -fsSL <server>/cli/install.sh | bash is rendered as the
primary, prominent step 1, while the old manual wheel-download flow
is tucked behind a closed-by-default <details> block for users in
restricted/offline environments.
Information architecture:
hero (server URL + version)
-> step 1: quick install (one-liner, big Copy button)
-> step 2: create PAT on /profile + export DA_TOKEN / da auth whoami
-> step 3: Claude Code / MCP via ~/.config/da/token.json
-> collapsed "Manual install" details for download-wheel flow
-> footer link to docs/HEADLESS_USAGE.md
Every shell snippet has a vanilla-JS "Copy" button that confirms
visually ("Copied!" for 1.5s) and falls back to textarea+execCommand
on non-secure contexts. No new dependencies, no bundler.
The route now also pulls an optional user so the header shows the
same nav (Dashboard / Profile / Logout) as dashboard.html when a
session exists, while staying fully public when signed out.
* fix(cli): use real wheel filename in install.sh (broken pip/uv install)
The installer wrote the downloaded wheel as agnes_cli.whl, which lacks a
PEP-427 version component — both pip and uv tool install reject it and
abort the one-liner.
Use curl -OJ so Content-Disposition determines the on-disk filename, then
resolve it via glob. Install an EXIT trap to remove the tmpdir even when
install fails.
* fix(web): correct manual install wheel glob and add PEP 668 / PATH hints
- Wheel glob is agnes_the_ai_analyst-*.whl (not agnes-*.whl) — the old
pattern never matched the real artefact name from the build.
- Add — or — separator between uv tool install and pip install.
- Warn that pip install --user is blocked on macOS Homebrew / modern
Debian (PEP 668) and recommend uv tool install as the default path.
- Both flows now show the ~/.local/bin PATH hint so a fresh shell can
find the da binary after install.
* fix(web): consistent session.user reference in install header
The avatar-letter fallback inside {% if session.user %} was reading
user.name / user.email directly, but the route dependency can pass
user=None — those references resolved to an empty FlexDict and produced
an empty avatar circle. Read everything through session.user to match
the guard and the dashboard pattern.
* fix(web): point headless usage link at GitHub source
/docs/HEADLESS_USAGE.md 404s — no static route serves repo docs. Point
the footer link at the rendered markdown on GitHub instead of adding a
dedicated docs serving route just for one file.
* feat(web): /install hero size, anon sign-in banner, step 2 copy polish
- Bump hero h1 from 26px to 30px to match dashboard primary scale.
- Anonymous visitors see a small sign-in banner above Step 2 (creating
a token requires auth; without the banner the flow appears stuck).
- Add an 'After generating your token' section label inside Step 2 so
the /profile CTA button no longer looks wedged mid-sentence between
adjacent paragraphs.
* chore(web): /install a11y + version pill polish
- aria-live='polite' on copy buttons so screen readers announce the
'Copied!' state change.
- Replace redundant INSTANCE_NAME eyebrow (already in the header logo)
with 'Getting started'.
- Hide the version pill when AGNES_VERSION is unset/'dev' — avoids the
misleading 'vdev' label in local/unbuilt runs.
- Manual summary focus-visible outline-offset +2px (was -2px which
clipped inside the card), and mark the chevron as decorative.
* fix(web): use session.user in dashboard avatar fallback
Inside {% if session.user %} guard, the avatar fallback referenced
(user.name or user.email). If user is None the block crashes when
the profile picture is absent. Align with the guard variable.
* fix: address Devin review round 3 on PR #28
- app/api/users.py: stop auto-sending email from reset_password. The
magic-link sender would deliver a "Login Link" that — when clicked —
consumes the reset_token via verify_magic_link and logs the user in
WITHOUT prompting for a new password. Admins now share the raw
reset_token from the API response manually, or use set-password
directly. email_sent is always False. Documented inline. (Devin 🟡)
- app/api/cli_artifacts.py: harden /cli/install.sh generation against
shell injection via Host header or AGNES_VERSION. base_url is
validated against a strict scheme+host+port regex; version against
an alnum + dot/dash/underscore allowlist. Both values are also
piped through shlex.quote() as defense in depth. (Devin 🟡)
The shared users.reset_token column between magic-link and password-
reset flows (Devin 🚩) remains an architectural gap; splitting into
separate columns needs schema v8 and is tracked for a follow-up PR.
* docs, chore(grpn): manual-deploy helpers + hackathon deploy learnings
Adds scripts/grpn/ — Makefile + agnes-auto-upgrade.sh + README for
operating Agnes on GRPN's existing foundryai-development VM when the
full Terraform flow is blocked by org policies:
- iam.disableServiceAccountKeyCreation (org constraint) forbids SA
JSON keys, so GCP_SA_KEY-based CI is unavailable
- No projectIamAdmin delegation → bootstrap-gcp.sh can't grant roles
- Secret Manager IAM bindings require setIamPolicy which editor lacks
Helper targets: deploy, deploy-tag, recreate, restart, stop, start,
status, version, logs, ps, env, ssh, tunnel, open, bootstrap-admin,
set-data-source, install-cron, uninstall-cron.
docs/superpowers/plans/2026-04-22-grpn-deploy-learnings.md — running
log of all org-policy constraints hit during the hackathon deploy,
with workarounds and derived follow-ups (WIF support, external_ip
variable, customer onboarding IAM checklist).
Not a replacement for the TF flow — stopgap until WIF lands.
* fix(web): make header logos clickable links to home
* feat(web): one-click "Setup a new Claude Code" button
Adds a single-button flow on the dashboard and /install page that
generates a fresh personal access token via POST /auth/tokens and
copies a complete, paste-ready setup script (server URL, token,
install/verify commands) to the clipboard. Falls back to a modal
textarea when the clipboard is blocked; redirects to /login on 401;
surfaces backend errors inline.
- dashboard.html: replaces the top "Set up your local environment"
anchor with a real button wired to setupNewClaude(). Removes the
duplicate bottom setup banner to keep a single entry point.
- install.html: for signed-in users, Step 1 leads with the one-click
button and demotes the curl one-liner into a collapsible "Or run
manually" aside. Anonymous visitors still see the curl flow plus a
sign-in hint.
- No new deps. Vanilla JS. Token lives in memory/clipboard only —
never rendered into persistent DOM.
* feat(cli): add "da auth import-token" for non-interactive PAT login
Writes a provided JWT into ~/.config/da/token.json using the canonical
{access_token, email, role} shape expected by save_token(). Decodes the
token locally to pull email/role claims, verifies it against the server
via GET /api/catalog/tables, and refuses to overwrite an existing token
file if the server returns 401. --email / --role overrides exist for
tokens missing those claims; --skip-verify bypasses the server round-trip
for offline / CI scenarios.
* test(cli): cover da auth import-token success + 401 + claim-fallback paths
Three new tests in TestAuthImportToken:
- valid JWT + 200 -> canonical token.json written
- 401 from /api/catalog/tables -> exit 1, existing token file untouched
- JWT without email/role claims -> refused without overrides, accepted
with --email / --role flags
* feat(web): update one-click Claude setup instructions — explicit uv install, import-token, skills question
Replaces the fragile `cat > token.json <<EOF` clipboard payload with an
explicit, auditable sequence:
1. `curl -fsSL /cli/download` + `uv tool install --force` (no opaque
`curl | bash`).
2. `da auth import-token --token ...` instead of hand-written JSON.
3. Explicit PATH persistence for zsh/bash.
4. A required question to the user about whether to copy the bundled
skills into ~/.claude/skills/agnes/ or pull them on-demand via
`da skills show`.
5. A final confirmation step with whoami + version output.
Factored both pages to include a shared partial
(app/web/templates/_claude_setup_instructions.jinja) so dashboard.html
and install.html can never drift apart again. {server_url} and {token}
stay as runtime placeholders substituted by renderSetupInstructions().
* feat(ui): modernize /admin/users + unify header nav across pages
- New shared partial app/web/templates/_app_header.html — single source
of truth for the top navigation. Used by base.html and dashboard.html
(which doesn't extend base.html). Active page highlighted via
request.url.path. Admin "Users" link gated by session.user.role.
- style-custom.css: add .app-header / .app-nav-link / .app-btn-logout /
.app-avatar styles (mirrors dashboard's previous inline copy under
app-* prefix). Mobile-friendly fallback at <720px.
- base.html: include the new partial so every page extending base
(admin_users, profile, login_email, error, …) gets the same chrome
the dashboard has.
- dashboard.html: replace its inline <header class="header"> markup
with the shared partial. Inline .header CSS left in place as
harmless dead code (separate cleanup PR).
- admin_users.html: rewritten with avatars, role pills (color-coded
per role), toggle switch for active, search/filter input, toast
notifications, modal dialogs replacing alert/confirm/prompt,
one-click copy for the reset token, empty / loading states.
All XSS-safe via the existing esc() helper + data-attribute
event delegation.
- tests/test_web_ui.py: smoke test that /admin/users renders the new
shared header chrome and the modernized markup.
* feat(api): serve CLI wheel at /cli/agnes.whl for direct uv install
uv tool install inspects the URL path suffix to recognise a wheel, so
/cli/download (which has no .whl suffix) cannot be installed directly.
Expose a stable /cli/agnes.whl alias over the same wheel lookup so users
can run: uv tool install --force https://<server>/cli/agnes.whl
* test(cli): cover da auth import-token --server persisting to config.yaml
The server persistence was already implemented in the import-token command
(save_config({server}) call) but not covered by tests. Add an explicit test
so the one-step setup contract — single import-token call writes both token
and server — cannot regress.
* feat(web): simpler Claude setup — single uv install URL, single import-token call
User feedback: the prior clipboard payload repeated the server URL and
token across multiple steps (curl + tmpfile + install + rm + separate
seed-config + import-token). Collapse to:
1. uv tool install --force {server_url}/cli/agnes.whl (single URL, direct)
2. da auth import-token --token ... --server ... (one call, persists both)
3. da auth whoami
4. skills (ask user first)
5. confirm
uv accepts HTTPS URLs that end in .whl and installs them directly, so
the tmpfile dance is unnecessary. import-token --server already persists
the server to config.yaml, so no separate printf > config.yaml step.
* fix(tests): update admin users heading assertion after template rename
The admin_users.html template now uses <h2 class="users-title">Users</h2>
instead of <h2>User management</h2>. Update the assertion to match.
* feat(ui): unify header across remaining 7 standalone pages
These 7 pages render their own full <html> and don't extend base.html,
so the previous unification commit only covered base + dashboard. Each
had its own ad-hoc <header> markup with inconsistent classes
(.top-header / .header / .page-header), inconsistent nav-link sets,
and inconsistent avatar/email styling.
Replace each inline <header>...</header> block with the shared
{% include '_app_header.html' %} so /activity-center, /admin/permissions,
/admin/tables, /catalog, /corporate-memory, /corporate-memory/admin,
and /install all show the same chrome (Dashboard / Install CLI /
Profile / Users / email + avatar / Logout) with the active page
highlighted via request.url.path.
Old inline header CSS (.header, .top-header, .page-header, .nav-link,
etc.) is left in place as harmless dead code; it can be cleaned up in
a follow-up sweep.
* feat(web): add readable preview of Claude setup payload on dashboard + /install
Move the line-by-line setup instructions into app/web/setup_instructions.py
as the single source of truth, then render them in two modes from the
existing _claude_setup_instructions.jinja partial:
- preview_mode=True → visible, read-only <pre><code> block with the real
server URL and a clearly-styled placeholder token (never a real one).
- preview_mode=False → the JS SETUP_INSTRUCTIONS_TEMPLATE used by the
one-click flow (unchanged behaviour).
Both /dashboard (env-setup-cta card) and /install (Step 1 card) now show
the preview directly under the 'Setup a new Claude Code' button so users
can see exactly what will land in their clipboard before they click.
* feat(web): update setup instructions — `da diagnose` step, explicit section titles
Rework the Claude Code setup payload to:
- Give every numbered step an unambiguous verb header ("1) Install the CLI",
"2) Log in", "3) Verify the login", "4) Run diagnostics", "5) Skills (ask
the user first)", "6) Confirm").
- Add step 4 `da diagnose` as the post-login health check. The CLI already
ships this command (cli/commands/diagnose.py); it prints "Overall:
healthy" and a list of green checks that map cleanly to next actions.
- Ask the skills copy-vs-on-demand question verbatim so Claude Code always
prompts the user the same way.
- Replace the terse "Confirm" line with a 4-bullet summary (version,
whoami, skills choice, diagnose status) so the return message is
structured and comparable across setups.
* chore(web): remove stale MCP card from /install (no MCP server today)
The 'Use with Claude Code / MCP' card (Step 3 on /install) referenced an
MCP integration Agnes does not ship. Remove the whole card. The one-click
'Setup a new Claude Code' flow in Step 1 already covers the long-lived
client use case and is less confusing than dangling persistence tips for
a non-existent integration.
* feat(api): include user_email + last_used_ip + user_id in admin tokens list response
Adds AdminTokenItem response model (superset of TokenListItem) and
AccessTokenRepository.list_all_with_user() joining personal_access_tokens
with users to denormalize user_email. Needed for /admin/tokens UI where
admins triage tokens across all users.
* feat(web): /admin/tokens page — list, filter, search, revoke across all users
Adds a new admin-only page with client-side filtering (status, user email,
last-used window), column sorting, counts bar (active/revoked/expired),
and an inline revoke action. Mirrors the /admin/users visual language.
* feat(web): add Tokens nav link for admins + deep-link from admin/users row
Admin-only nav entry to /admin/tokens, and a per-row Tokens button on
/admin/users that prefills the token page's user filter via ?user=<email>.
* test(admin): cover /admin/tokens rendering, filter state, non-admin denial, revoke
Verifies admin can render the page (title + JS hooks present), a non-admin
is blocked, unauthenticated users are redirected, the admin list response
includes user_email / user_id / last_used_ip, and admin can revoke another
user's token.
* feat(web): modern redesign of /admin/tokens — hero, stat strip, refined table, responsive cards, a11y
* feat(web): ditch the table — /admin/tokens as a card stack, modern GitHub-style list
Replaces the table-based layout with a stack of self-contained token cards
inside a <ul role=list>. Each card is a flex row: avatar + name/meta on the
left, last-used block in the middle, status pill + outlined 'Revoke' button
on the right. Status and sort controls are pill-shaped toggle chips; user
email search has an inline search icon. No <table>/<tr>/<th>/<td> anywhere.
Responsive below 720px (card stacks vertically) and 480px (stat chips 2x2).
Preserves filter IDs (flt-status, flt-user, flt-last-used) and data-revoke
for existing tests.
* feat(web): add /tokens (role-aware) — single page for both user PAT CRUD and admin overview
- Rename admin_tokens.html -> tokens.html with a new is_admin context flag.
- New route GET /tokens: renders the same card-stack UI for everyone.
* Admins: loads /auth/admin/tokens, shows owner column + stat strip, keeps
the owner-email search box and sort-by-owner chip.
* Non-admins: loads /auth/tokens (own tokens only), hides owner column +
stat chips, adds a 'New token' CTA in the hero that opens a modal
(name + expires_in_days) calling POST /auth/tokens. The raw token is
revealed once in a dismissable banner and cleared from the DOM on Hide.
- GET /admin/tokens now 302-redirects to /tokens, preserving query string
(so the /admin/users deep-link ?user=foo still works).
* feat(web): /tokens full-bleed layout to match dashboard width
The hero, toolbar, and card list used to sit inside base.html's .container
(max-width 800px). Break out with negative horizontal margins so the page
spans the viewport like /dashboard does, capped at 1440px for readability
on very wide screens with a 24px gutter on each side.
- No change to base.html itself. The override is scoped to .tokens-page.
- body { overflow-x: hidden; } guards against rare horizontal scrollbars.
- < 808px viewport: reset to natural flow (mobile already narrower).
- ≥ 1488px viewport: cap to 1440px and re-center.
* chore(web): remove /profile template + nav link (redirect /profile -> /tokens)
The old /profile PAT CRUD page is now redundant — the modern /tokens page
covers both user and admin flows. Delete the template; the router's
/profile handler already 302-redirects to /tokens.
Nav cleanup:
- Remove the 'Profile' link.
- Show a single 'Tokens' link to every signed-in user (previously only
admins saw it).
- Active-state matches /tokens, /admin/tokens, and /profile so the
highlight survives the redirect chain.
/install CTA now points at /tokens instead of /profile.
* test: cover /tokens for admin + non-admin flows, /profile redirect, nav update
tests/test_admin_tokens_ui.py
- Point admin rendering test at /tokens directly and tighten assertions
(admin-only stat strip + owner search, non-admin CTA absent).
- Add test_non_admin_can_render_tokens_page: personal body, New-token CTA,
create-modal, reveal banner; stat strip + owner search absent.
- Add test_admin_tokens_redirects_to_tokens: 302 to /tokens, query string
(?user=...) preserved for the /admin/users deep-link.
- Add test_profile_redirects_to_tokens: 302 to /tokens.
- Add test_non_admin_can_create_pat_via_tokens_page_api: exercises the
POST /auth/tokens call that the non-admin create-modal submits.
tests/test_pat.py
- test_profile_page_renders -> test_profile_page_redirects_to_tokens:
assert the 302 + that /tokens lands on the unified non-admin body.
tests/test_web_ui.py
- admin_users nav assertion: 'Tokens' link present, 'Profile' link absent.
- Add test_nav_shows_tokens_link_for_non_admin: non-admins see the same
'Tokens' link (previously only admins did).
- Add test_profile_redirects_to_tokens back-compat check.
* feat(web): collapse 'What Claude Code will receive' by default
The preview block on /dashboard and /install now uses <details>/<summary>
so it is hidden by default. Click the chevron/title to expand and review
the clipboard payload. Markup stays in the DOM so existing tests that
assert on content continue to pass.
* fix(web): /tokens width — override .container to 1280px like dashboard
The negative-margin full-bleed trick was fragile and pushed content past
the right edge on deployed viewports. Replace with a simple max-width
override of base.html's .container on this page only, matching
/dashboard's 1280px center-column layout.
* feat(web): split role-aware /tokens into my_tokens.html + admin_tokens.html
* feat(web): router — separate handlers for /tokens (own) and /admin/tokens (all)
* feat(web): nav — show Tokens for all, add All tokens for admins
* test: cover split token pages (own vs all) + admin access gating
* feat(web): move 'My tokens' into a user dropdown menu
Replaces the separate Tokens/email/Logout nav trio with a rounded
avatar trigger that opens a dropdown containing the user's email,
role, a 'My tokens' link, and Logout. Admin-only 'All tokens' stays
as a top-level nav item since it's an admin function, not a personal
one. Click-outside and Escape close the panel; chevron rotates on
open.
* fix(api): allow PATs to list/get/revoke their own tokens (CLI flow)
The documented 'da auth token list/revoke' CLI flow in
docs/HEADLESS_USAGE.md uses a PAT, but the previous dependency
(require_session_token) returned 403. Only create_token must be
session-only to prevent PAT-spawning-PAT chains; listing and
revoking your own tokens is safe with a PAT.
* fix(api): cap expires_in_days at 3650 to avoid datetime overflow (500 to 400)
Values above ~11 million days overflowed datetime.max in
datetime.now(utc) + timedelta(days=...) and surfaced as an
unhandled OverflowError → 500. Cap at 10 years with a clear
400 instead; the no-expiry code path is unaffected.
* fix(api): relax _SAFE_URL_RE to allow path prefixes, underscores, and IPv6
The previous regex rejected legitimate reverse-proxy base_url values
(https://host/agnes/), underscores in Docker Compose hostnames, and
IPv6 literals (http://[::1]:8000). Widen the charset and allow an
optional trailing path. shlex.quote continues to provide
defense-in-depth against any metacharacter that slips through.
* fix(web): /login/email and Google OAuth propagate next_path
Previously, /login/email silently dropped the ?next=<path> query
param so the hidden form field rendered empty and login always
landed on /dashboard. Google's button was hard-coded to
/auth/google/login, ignoring next entirely.
- /login page now appends ?next to the Google button URL
- /login/email reads + sanitizes next, passes as template context
- google_login stashes sanitized next_path in session['login_next']
- google_callback pops + re-sanitizes and redirects there
Sanitization factored into app/auth/_common.safe_next_path.
* fix(auth): differentiate argon2 VerifyMismatchError from internal errors in web login
The previous except (VerifyMismatchError, Exception) collapsed both
cases into the generic 'invalid credentials' redirect, silently
hiding corrupted-hash / library errors from ops. Split the two:
bad password still gets ?error=invalid; anything else logs via
logger.exception and redirects with ?err=auth_internal so ops have
a visible signal and users don't retry forever against a broken
password_hash column.
* docs: correct CLAUDE.md table name (personal_access_tokens)
v7 note referenced 'access_tokens.last_used_ip' but the real table
is personal_access_tokens (as mentioned two tokens earlier in the
same bullet). Same-file consistency fix.
* chore(web): clarify admin user-reset UI — encourage Set password over the unused reset_token
POST /api/users/{id}/reset-password stores and returns a token
but no endpoint consumes it — the magic-link sender would log the
user in without prompting for a new password, defeating the reset.
- Drop the 'Reset' row action from admin_users so admins aren't
pointed at a dead end.
- Rewrite the reveal-modal copy to tell admins to use Set password
and explicitly note that the magic-link flow isn't available
for reset tokens in this build.
The API endpoint stays for API-level future use.
* test: cover PAT CLI flow, expires_in_days overflow, proxy base_url, next propagation
- tests/test_pat.py: PAT can list own tokens (200, was 403);
PAT can revoke own tokens (204); create_token returns 400 for
expires_in_days > 3650 (was 500 via datetime overflow).
- tests/test_cli_artifacts.py: _SAFE_URL_RE accepts reverse-proxy
path prefixes, underscores, and IPv6 literals; end-to-end check
of cli_install_script with a stubbed base_url that includes
a path prefix (Agnes behind /agnes/).
- tests/test_web_ui.py: /login propagates ?next to the Google
button URL; /login/email renders next in the hidden form field
and strips hostile values; unit coverage of safe_next_path.
* fix(security): use \Z instead of $ in URL/version allowlists (trailing-\n bypass)
Python regex `$` also matches just before a trailing newline, so a Host
header or AGNES_VERSION value like "good.example.com\n$(rm -rf /)"
would slip past the allowlist. `\Z` anchors to strict end-of-string.
shlex.quote downstream remains as defense-in-depth, but the allowlist
is now the tight gate it claims to be.
* fix(auth): PAT with null expiry omits JWT exp claim (DB is the source of truth)
Previously a PAT created with `expires_in_days=null` (user-requested
"never expires") set the DB `expires_at` to NULL (correct) but still
baked a ~100y `exp` claim into the JWT. That is misleading: the PAT
silently did expire eventually, despite the UI and API promising
"no expiry".
`create_access_token` now accepts `omit_exp=True` to skip the `exp`
claim entirely. `app/api/tokens.py` passes that when `expires_in_days
is None`. The authoritative expiry check lives in
`app/auth/dependencies.py`, which reads `expires_at` from the DB row —
unchanged. PyJWT accepts claim-less JWTs indefinitely.
* test: cover trailing-newline regex bypass + no-exp JWT for unbounded PAT
- test_safe_url_re_rejects_trailing_newline_bypass: asserts both
`_SAFE_URL_RE` and `_SAFE_VERSION_RE` reject values with a trailing
`\n` (previously accepted because Python `$` matches before `\n`).
- test_pat_null_expiry_jwt_has_no_exp_claim: POST /auth/tokens with
`expires_in_days=null`, decode the returned JWT, assert `exp` is
absent while `typ=pat`, `sub`, and `jti` are still present.
- test_pat_with_null_expiry_is_accepted_by_verify_token: verify_token
round-trips a claim-less JWT without ExpiredSignatureError.
- test_pat_null_expiry_end_to_end_allows_authenticated_request: use
the null-expiry PAT against /auth/tokens and confirm it authenticates.
* docs(auth): document X-Forwarded-For trust model in _client_ip
Deployment runs behind Caddy which strips incoming X-Forwarded-For
and sets its own, so the leftmost hop is trustworthy. Clarify that
the stored last_used_ip is audit-only and never used for access
control — if the app is ever exposed directly, this value becomes
client-settable.
* docs: /profile → /tokens in install.sh next-steps, CLI error, HEADLESS_USAGE, security skill
After splitting PAT management to /tokens (with /profile as a back-compat
302), stale references remained in user-facing text. Update them to the
canonical /tokens URL so shell scripts, CLI error hints, docs, and the
bundled security skill are all consistent.
- Replace padak/tmp_oss → keboola/agnes-the-ai-analyst in all docs, infra, CLI
- Replace your-org/ai-data-analyst → keboola/agnes-the-ai-analyst in README, Jira docs
- Remove real GCP project ID from terraform.tfvars.example
- Delete internal draft documents (dev_docs/draft/)
- Update infra/main.tf to clone from main branch
New src/rbac.py: Role enum, hierarchy, get_user_role(), has_role(),
is_admin(), is_km_admin(), has_dataset_access(), set_user_role().
webapp/auth.py: admin_required + km_admin_required now use DuckDB
roles instead of Linux groups (pwd.getpwnam + sudo/data-ops check).
app/auth/dependencies.py: imports Role from src/rbac.py (single source).
11 RBAC tests passing.
- POST /auth/bootstrap — creates first admin, self-deactivates after
- da setup bootstrap — CLI command for agent-driven setup
- da setup verify — structured health check (JSON output for agents)
- cli/skills/deploy.md — complete deployment guide for AI agents
- 6 bootstrap tests including full agent deployment flow simulation
- 156 total tests passing
- SyncSettingsRepository + DatasetPermissionRepository with RBAC
- Script deploy/run/undeploy API with import sandboxing
- User sync settings API with permission checks
- 4 CLI skills (connectors, security, notifications, corporate-memory)
- Kamal production + staging configs
- GitHub Actions CI + deploy workflows
- 91 total tests passing
ZdenekSrotyr