## Summary
- Catalog enrichment for `query_mode='remote'` rows: `rows`, `size_bytes`, `partition_by`, `clustered_by` per table (BQ + Keboola providers).
- `/api/v2/schema/{id}` cache miss: 2 BQ jobs → 1 (-50%) via shared `fetch_bq_columns_full`.
- All four catalog/schema/sample/metadata caches flush on registry change; single-row re-warm scheduled.
- Automatic cache warmup at server startup (bounded concurrency, opt-out via `AGNES_SKIP_CACHE_WARMUP=1`).
- SSE-driven freshness toolbar on `/admin/tables` with progress bar, log, and per-row badge.
- New admin doc `docs/admin/query-modes.md` — single source of truth on `local` / `remote` / `materialized` choice.
Closes#155.
Closes#156.
## Test plan
- [x] 65+ targeted tests pass across 11 new test modules + 3 modified ones.
- [x] No DB migration; no wire-break; `MIN_COMPAT_CLI_VERSION` unchanged.
- [ ] Reviewer: register a remote BQ table via `/admin/tables`, observe the toolbar populates within ~2 s and the per-row badge transitions warming → fresh.
- [ ] Reviewer: trigger `Re-warm all`, verify SSE log scrolls and `cacheWarmupBar` progresses.
- [ ] Reviewer: edit a registered row's bucket, verify `agnes schema <id>` returns updated columns immediately (no 1-hour staleness).
- [ ] Reviewer: confirm `agnes admin register-table --query-mode remote` prints the new IAM-smoke-check hint.
## Notable design decisions
- BigQuery `INFORMATION_SCHEMA.TABLE_STORAGE` is the only valid scope for size+rows (verified live 2026-05-07; dataset-scoped doesn't exist). Region resolved from `instance.yaml.data_source.bigquery.location` → `bq.client().get_dataset(...)` → fall back to legacy `__TABLES__`.
- VIEW handling: TABLE_STORAGE returns no rows for views, fall through to `__TABLES__` (also empty) → `TableMetadata(rows=None, size_bytes=None, partition_by=..., clustered_by=...)`. Null size signals analyst Claude to apply existing CLAUDE.md guidance.
- `size_bytes` is `active_logical_bytes + long_term_logical_bytes` — full BQ scan reads both; reporting only active undercounts aged partitioned tables.
- Source-agnostic provider seam: per-source `connectors/<source>/metadata.py:fetch(MetadataRequest)`; dispatcher in `app/api/v2_catalog.py:_metadata_provider_for` lazily imports per source_type so a Keboola-only deployment doesn't pay the BQ-extension import cost.
- Warmup non-blocking: FastAPI `lifespan` schedules `asyncio.create_task(_warm_catalog_caches_bg)` before `yield`. Per-row failures isolated.
## Out of scope
- Profile / column histograms / dimension cardinality for remote tables (separate issue).
- Onboarding nudge ("you have 0 remote tables, consider registering some BQ ones") — separate UX call.
- Provider plug-in registration via entry-points (the dispatch table is a hardcoded if-tree today; one line per future source).
## Release
Bumps `pyproject.toml` 0.46.1 → 0.47.0 (main shipped 0.46.0 + 0.46.1 during this PR — see commit `d98976ec`). New CHANGELOG section under `## [0.47.0] — 2026-05-07`.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
<!-- devin-review-badge-begin -->
---
<a href="https://app.devin.ai/review/keboola/agnes-the-ai-analyst/pull/223" target="_blank">
<picture>
<source media="(prefers-color-scheme: dark)" srcset="https://static.devin.ai/assets/gh-open-in-devin-review-dark.svg?v=1">
<img src="https://static.devin.ai/assets/gh-open-in-devin-review-light.svg?v=1" alt="Open in Devin Review">
</picture>
</a>
<!-- devin-review-badge-end -->
Removes the `role: Literal["analyst", "admin"]` parameter from
`resolve_lines` / `render_setup_instructions` and deletes the
`_resolve_analyst_lines`, `_analyst_init_lines`, `_analyst_finale_lines`
helpers. The unified flow now always emits `agnes init` (the
workspace-rails delivery mechanism) in place of the legacy
`agnes auth import-token` + `agnes auth whoami` pair, and uses
`agnes catalog` as the smoke-verify step.
`agnes init` already verifies the PAT internally, and `agnes catalog`
doubles as a data-plane smoke check, so dropping `agnes auth whoami`
costs no signal.
Drops the now-redundant `tests/test_setup_instructions_analyst.py` and
patches the one ordering test in `tests/test_setup_instructions.py` that
referenced the old "Log in" / "Verify the login" headers. Also strips
the `role=role` kwarg from `compute_default_agent_prompt`'s call into
`resolve_lines` so the welcome-template render path keeps working;
welcome_template.py's own role param is removed in a follow-up task.
Plan: docs/superpowers/plans/2026-05-04-unified-setup-prompt.md task 1.
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)
* docs(spec): #134 unify BigQuery access behind BqAccess facade
Brainstorm output for issue #134. Captures:
- root cause (incl. correction of the issue's hypothesis about commit 33a9964)
- BqAccess facade API + project resolution rules
- error contract — typed BqAccessError mapped to HTTP 502 for upstream
BQ failures, 500 for deployment/config bugs
- migration plan for v2_scan, v2_sample, RemoteQueryEngine
- test rewrite eliminating _bq_client_factory injection point
- E2E verification protocol on agnes-development as success criterion
* docs(spec): #134 revise after first review
Incorporates code-reviewer findings:
Must-fix:
- Add v2_schema (2 copies of INSTALL/LOAD/SECRET dance) to migration scope.
- Reframe v2_scan headline: missing try/except around BQ calls is the
actual cause of bare 500s, not project resolution (which 33a9964 fixed).
- List two more deferred call sites (extractor.py, register_bq_table)
with explicit rationale.
Important:
- Drop billing != data clause from cross_project_forbidden heuristic;
rely only on 'serviceusage' substring. billing != data is normal
for cross-project setup, was over-classifying.
- Split bq_bad_request into _user (400) and _server (502) variants;
add sql_origin parameter to translate_bq_error so call sites declare
whether SQL contains user input.
- Add @functools.cache to BqAccess.from_config; document tests bypass
via dependency_overrides.
- Replace monkey-patched-classmethod test pattern with
BqAccess(client_factory=...) injection at construction time. Cleaner
than today's _bq_client_factory and 1:1 migration shape.
- Keep BqProjects.data (reviewer assumed registry has source_project;
it doesn't). Multi-project explicitly listed as non-goal with note.
Nice-to-have:
- Add 'Implementation strategy' section: 2 staged commits (bug fix
alone is revertable; refactor follows).
- Extend E2E protocol to cover all three endpoints, not just /sample.
- Note removal of stale docstring at src/remote_query.py:204.
* docs(spec): #134 revision 3 — incorporates second-round review
Must-fix from second review:
- v2_schema split into two migration cases: _fetch_bq_schema translates
errors via translate_bq_error; _fetch_bq_table_options preserves its
swallow-all 'except Exception → return {}' so /schema doesn't 502 on
partition-info failures.
- RemoteQueryEngine.__init__ now resolves BqAccess lazily (in
_get_bq_client, not in __init__). Without this, ~7 DuckDB-only tests
in test_remote_query.py would suddenly fail with not_configured.
- translate_bq_error pass-through for BqAccessError is now load-bearing
(clause 1, before any Google-API branch). bq.client() raises BqAccessError
for bq_lib_missing/auth_failed; without explicit pass-through those
fall to 'unknown' and re-raise as bare 500.
- Commit 1 now emits the SAME structured response shape as commit 2 to
avoid contract churn between commits.
- BIGQUERY_PROJECT env-var precedence is BREAKING for env-only deployments
— flagged in CHANGELOG ### Changed.
Editorial:
- sql_origin renamed to bad_request_status with values 'client_error' /
'upstream_error' (clearer about what the parameter actually decides).
bq_bad_request_user/_server kinds collapsed to bq_bad_request (400)
and bq_upstream_error (502).
- CLI (cli/commands/query.py) noted as external RemoteQueryEngine caller;
unaffected because new bq_access kwarg has default None.
- Added unit/integration tests for the new contracts:
test_translate_passes_through_BqAccessError,
test_v2_scan_returns_500_on_bq_lib_missing,
test_v2_schema_returns_200_with_empty_partition_on_bq_failure,
test_resolve_succeeds_after_config_set.
- E2E protocol now covers /schema as the fourth endpoint.
- Documented functools.cache-doesn't-cache-exceptions semantics and
fixture nullcontext-doesn't-close caveat for nested sessions.
* docs(spec): #134 revision 4 — incorporates third-round review
Third reviewer verdict: 'implementation-ready with two trivial edits';
explicitly noted prior rounds did the heavy lifting.
Edits:
1. get_bq_access() module-level function instead of @classmethod
@functools.cache from_config. Removes the classmethod-cache stacking
footgun (different Python versions wrap differently) and gives FastAPI's
dependency introspection a clean function signature. Drops the
'Do not subclass BqAccess' caveat that no longer applies.
2. Commit 1 strategy explicitly: wrap _fetch_bq_sample (v2_sample),
_bq_dry_run_bytes + _run_bq_scan (v2_scan), and _fetch_bq_schema
(v2_schema strict block). Do NOT touch _fetch_bq_table_options swallow-all
in commit 1 — preserved as-is, then migrated (still preserved) in commit 2.
All three endpoints emit the same structured body shape so client parsers
see one consistent contract throughout the staged rollout. No more
half-rolled-out window where /sample is bare 500 while /scan is
structured 502.
* docs(plan): #134 implementation plan — Phase 1 (atomic bug fix) + Phase 2 (BqAccess refactor) + Phase 3 (verification)
Bite-sized TDD tasks. 3 phases, 16 tasks total:
Phase 1 (Commit 1) — atomic bug fix across all four v2 endpoints:
Tasks 1.1-1.5 wrap _fetch_bq_sample, _bq_dry_run_bytes, _run_bq_scan,
_fetch_bq_schema with structured 502/400 try/except. _fetch_bq_table_options
preserved untouched. CHANGELOG Fixed entries.
Phase 2 (Commit 2) — BqAccess facade extraction + migration:
Tasks 2.1-2.5 build connectors/bigquery/access.py bottom-up
(BqProjects, BqAccessError, translate_bq_error, default factories,
BqAccess class, get_bq_access module-level cached). Task 2.6 adds
conftest.py fixture. Tasks 2.7-2.9 migrate v2_scan, v2_sample, v2_schema
to BqAccess. Tasks 2.10-2.11 migrate RemoteQueryEngine + tests
(lazy bq_access, drop _bq_client_factory). Task 2.12 CHANGELOG
Changed BREAKING + Internal.
Phase 3 — Verification:
3.1 full pytest. 3.2 squash into two PR-shape commits. 3.3 manual
E2E on agnes-development per spec protocol → close#134.
Self-review table maps spec sections to implementing tasks; no gaps.
* fix(v2): #134 structured 502/400 on BQ errors across /scan, /scan/estimate, /sample, /schema
Wraps the BigQuery call sites in v2_scan, v2_sample, and v2_schema (strict
block only) with try/except for google.api_core exceptions, translating to
HTTPException with a structured body shape: {error, message, details}.
Fixes Pavel's report (#134) where these endpoints returned bare HTTP 500
with no body when the SA on agnes-development hit cross-project Forbidden
on serviceusage.services.use.
Also fixes /sample's missing billing_project fallback (the bug 33a9964
fixed for /scan never landed here).
Status code split:
- /scan, /scan/estimate: BadRequest -> 400 (bq_bad_request) since SQL is
user-derived from req.select/where/order_by.
- /sample, /schema: BadRequest -> 502 (bq_upstream_error) since SQL is
server-constructed from validated identifiers.
- All Forbidden -> 502 with cross_project_forbidden if 'serviceusage' in
error message (with hint pointing at data_source.bigquery.billing_project),
else bq_forbidden.
Body shape matches what the upcoming BqAccess refactor (next commit) will
produce, so client-side parsers see one consistent contract throughout
the staged rollout.
_fetch_bq_table_options preserved exactly as-is — its swallow-all-and-return-empty
contract is intentional and survives into the refactor; /schema continues to
return 200 with empty partition info when partition queries fail.
Outer wraps in scan_endpoint, scan_estimate_endpoint, sample, and schema
endpoints exist only to make the test pattern (monkeypatching whole
_fetch_* functions) work, and are tagged TODO(#134 Phase 2) for removal
once BqAccess centralizes translation.
* refactor(bq): #134 BqAccess facade — unify v2_scan, v2_sample, v2_schema, RemoteQueryEngine
Extracts the duplicated BigQuery-access pattern (project resolution +
client construction + DuckDB-extension session + Google-API error
translation) into connectors/bigquery/access.py. Migrates four
call sites to use it:
- app/api/v2_scan.py — _bq_dry_run_bytes, _run_bq_scan
- app/api/v2_sample.py — _fetch_bq_sample
- app/api/v2_schema.py — _fetch_bq_schema (strict translation),
_fetch_bq_table_options (preserves swallow-all best-effort contract)
- src/remote_query.py — RemoteQueryEngine, lazy bq_access kwarg
The new module exposes:
- BqProjects (frozen dataclass: billing + data project IDs)
- BqAccessError (typed exception with HTTP_STATUS class mapping)
- BqAccess (facade with injectable client_factory/duckdb_session_factory
for tests; defaults call the real google-cloud-bigquery + DuckDB extension)
- get_bq_access (module-level @functools.cache; FastAPI Depends target)
- translate_bq_error (Google API exception → BqAccessError mapper, with
BqAccessError pass-through, 'serviceusage'-substring heuristic for
cross_project_forbidden, and bad_request_status param distinguishing
user-derived (400) from server-constructed (502) SQL)
- _default_client_factory, _default_duckdb_session_factory
RemoteQueryEngine.__init__ no longer accepts _bq_client_factory; tests
migrate to bq_access=BqAccess(projects, client_factory=...). DuckDB-only
RemoteQueryEngine tests need no changes — bq_access defaults to None and
get_bq_access() is only invoked on first BQ call (lazy resolution).
BqAccessError raised internally is translated to RemoteQueryError(
error_type="bq_error") in _get_bq_client to preserve the engine's
existing public contract — CLI and /api/query/hybrid callers see no change.
Endpoint tests (test_v2_scan, test_v2_scan_estimate, test_v2_sample,
test_v2_schema) migrate from monkey-patching whole _fetch_* functions
to using the new bq_access fixture in tests/conftest.py — which
exercises the REAL translation path through BqAccess + translate_bq_error,
closing the test gap flagged in Task 1.1's review.
Side-effect behavior change: v2_sample's FROM clause now uses the data
project (instance.yaml data_source.bigquery.project), not the conflated
billing_project from Phase 1. Documented in CHANGELOG ### Internal.
BREAKING for deployments combining BIGQUERY_PROJECT env var with
data_source.bigquery.project in instance.yaml — env var now overrides
data project too. See CHANGELOG ### Changed.
Two known-duplicate BQ-access sites (connectors/bigquery/extractor.py,
scripts/duckdb_manager.register_bq_table) explicitly out of scope;
tracked as follow-up.
Removed stale docstring at the previous src/remote_query.py:204
that referenced scripts.duckdb_manager._create_bq_client as the default
BQ client factory (RemoteQueryEngine never actually used that function).
Test counts: tests/test_bq_access.py +27 (new), tests/test_v2_*.py +
tests/test_remote_query.py migrated to bq_access fixture (counts unchanged
or +1-2 per file). Full suite: 2086 passed, 8 pre-existing failures
(DB migration tests with unrelated internal_roles DependencyException —
not introduced by this PR).
* fix(bq_access): translate DefaultCredentialsError to BqAccessError(auth_failed)
CI on PR #138 caught: bigquery.Client(...) resolves Application Default
Credentials at construction time; without ADC (CI without SA key, dev
laptop without 'gcloud auth application-default login') it raises
google.auth.exceptions.DefaultCredentialsError synchronously.
Pre-fix _default_client_factory only caught ImportError, so DefaultCredentialsError
propagated as raw exception — and from production endpoints would surface
as bare 500 (the exact failure mode #134 sets out to fix).
Now translates to BqAccessError(kind='auth_failed', details.hint='Run
gcloud auth application-default login...'). Endpoint catch chain returns
HTTP 502 with structured body. Adds unit test
test_raises_auth_failed_on_default_credentials_error.
Third-round spec review flagged this case in passing; the fix didn't land.
CI's auth-less environment surfaced it.
* fix(bq_access): get_bq_access() returns sentinel instead of raising when not configured
Devin BUG_0001 on PR #138 review: 'get_bq_access() as FastAPI Depends
breaks all v2 endpoints for non-BigQuery instances'.
Pre-fix: get_bq_access() raised BqAccessError(not_configured) when
neither BIGQUERY_PROJECT env nor data_source.bigquery.project was set.
Because FastAPI resolves Depends() BEFORE the endpoint body runs, this
exception fires during dep-injection — the endpoint's try/except
BqAccessError clause never gets a chance to catch it. Result: every
v2 request on Keboola-only or CSV-only instances returned bare HTTP
500, even for local-source tables that never touch BigQuery.
Fix: get_bq_access() now returns a sentinel BqAccess with empty
BqProjects and factories that raise BqAccessError(not_configured)
on actual use. Construction succeeds, FastAPI's dep-injection cleanly
yields the sentinel, the endpoint runs. The local-source code path
in build_sample / build_schema / etc. never calls bq.client() or
bq.duckdb_session() (it reads parquet directly), so non-BQ tables
return 200 as before. Only when an endpoint actually tries to query
BQ (source_type == 'bigquery') does the sentinel raise — and the
endpoint's existing except BqAccessError catches it normally,
returning structured 502 with hint.
Test get_bq_access::test_raises_not_configured_when_neither_set
renamed and rewritten to test_returns_sentinel_when_neither_set:
asserts BqAccess is returned, then asserts client() and
duckdb_session() each raise BqAccessError(not_configured) on call.
Test test_does_not_cache_exceptions removed (no longer applicable)
and replaced with test_sentinel_is_cached_per_process documenting
the operator-restart-on-config-change contract.
* docs(spec+plan): #134 genericize customer-specific tokens (CLAUDE.md OSS rule)
Devin BUG_0001/0002 round 3 on PR #138: spec and plan docs contained
customer-specific deployment hostnames, deployment names, and a GCP
project ID that violated CLAUDE.md's vendor-agnostic OSS rule
('Nothing customer-specific belongs in code, configuration defaults,
comments, docs, commit messages, PR titles, or PR bodies').
Replacements:
agnes-development.groupondev.com -> <your-agnes-host>
agnes-development -> <your-dev-instance>
prj-grp-dataview-prod-1ff9 -> <your-data-project>
s1_session_landings -> <bq_table_id>
E2E verification semantics unchanged — operators still run the same
four curls + config flip + retry, just substituting their own host /
deployment name / project / table.
* fix(bq_access): hook get_bq_access.cache_clear into instance_config.reset_cache
Devin ANALYSIS_0004 on PR #138: get_bq_access is @functools.cache'd at
process level, so it captures BigQuery project IDs at first call and
ignores subsequent instance.yaml changes. Pre-Phase-2 the v2 endpoints
re-read get_value() on every request, so admin /api/admin/server-config
saves (which call instance_config.reset_cache()) hot-reloaded the BQ
project. Without this fix, my refactor silently regresses that contract
— operators editing instance.yaml via the admin UI would see no effect
on v2 endpoints until container restart.
instance_config.reset_cache() now also calls
connectors.bigquery.access.get_bq_access.cache_clear() (lazy import,
swallowed if connectors module isn't loaded — keeps instance_config
usable in isolated unit tests).
Adds test_instance_config_reset_cache_invalidates_get_bq_access as
regression guard. Updates CHANGELOG Internal entry to mention the
hot-reload contract + the not-configured sentinel behavior (round-3
fix from Devin BUG_0001 was previously only in commit message).
* fix(bq_access): surface not_configured before identifier validation + plan path genericize
Devin BUG_0001 + BUG_0002 round 5 on PR #138.
BUG_0001 (plan doc): personal filesystem path violated CLAUDE.md
vendor-agnostic rule. Replaced with '<worktree-root>' placeholder.
BUG_0002 (sentinel error path): when get_bq_access() returns the sentinel
BqAccess (BQ not configured), the empty bq.projects.data was reaching
validate_quoted_identifier first and raising ValueError -> endpoint
mapped to HTTP 400 'unsafe_identifier' instead of structured 500
'not_configured' with hint.
Each fetch helper now checks 'if not bq.projects.data: bq.client()' as
the first step, which triggers the sentinel's BqAccessError(not_configured).
Endpoint catches the typed error and returns HTTP 500 with hint pointing
at data_source.bigquery.project. Best-effort _fetch_bq_table_options
returns {} silently in this case (preserves the swallow-all contract).
* fix(bq_access): classify DuckDB-native exceptions from bigquery_query() via string match
Devin ANALYSIS on PR #138 review (latest round). The DuckDB bigquery
extension is a C++ plugin making its own HTTP calls — when BQ returns
403, it throws duckdb.IOException with the BQ error embedded as text,
not gax.Forbidden. translate_bq_error's isinstance checks would miss
these, falling to case 7 → bare 500 in production for v2_scan, v2_sample,
and v2_schema (the bigquery_query() paths).
Fix: last-resort string-match heuristic before the re-raise. 'Forbidden'
/ '403' / 'Bad Request' / '400' in the lowercased message classifies via
the same kind hierarchy. The 'serviceusage' substring still distinguishes
cross_project_forbidden from bq_forbidden. Specific enough that random
exceptions without HTTP-error keywords still re-raise.
Adds 4 unit tests covering the new heuristic + the 'don't swallow random
exceptions' invariant.
* chore(release): cut 0.22.0
PR #138 contains issue #134 user-visible behavior changes:
- BREAKING: BIGQUERY_PROJECT env var now overrides instance.yaml
data_source.bigquery.project for v2 endpoints (previously
RemoteQueryEngine billing only).
- Fixed: structured 502/400 on /api/v2/sample, /scan, /scan/estimate,
/schema when BigQuery raises Forbidden/BadRequest (was bare 500).
- Internal: BqAccess facade refactor unifying four duplicate BQ-access
call sites; instance_config.reset_cache() now invalidates BqAccess
cache too so admin server-config saves hot-reload BQ project IDs.
Bumps to 0.22.0 because PR #137 merged first and took 0.21.0.
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.
* chore(oss): isolate customer-specific deploy bits from scripts/grpn/ (#88)
Vendor-neutralization step before public release. The directory mixed
two concerns: (1) generic ops scripts referenced from mainline OSS
infrastructure (TLS rotation, auto-upgrade cron) and (2) one operator's
hackathon manual-deploy helper with hardcoded GCP project IDs, VM names,
and admin emails. Splitting them per concern.
Moved (still in OSS, just under a vendor-neutral name):
- scripts/grpn/agnes-tls-rotate.sh → scripts/ops/agnes-tls-rotate.sh
- scripts/grpn/agnes-auto-upgrade.sh → scripts/ops/agnes-auto-upgrade.sh
Removed (belongs in private consumer infra repos, not upstream OSS):
- scripts/grpn/Makefile (hardcoded prj-grp-foundryai-dev-7c37, foundryai-development VM name, e_zsrotyr@groupon.com bootstrap email)
- scripts/grpn/README.md (GRPN hackathon deploy walkthrough)
- docs/superpowers/plans/2026-04-22-grpn-deploy-learnings.md (org-specific deploy log)
Cross-refs updated in README.md, CLAUDE.md, docs/DEPLOYMENT.md,
docker-compose.yml. CHANGELOG entry flags BREAKING (ops) for any
consumer infra repo that installs these scripts via path-based systemd
timers.
This is the first wave of #88 — the remaining leaks (test data with
prj-grp-dataview-prod-1ff9, AIAgent.FoundryAI tags in OpenMetadata test
fixtures, docstrings in connectors/openmetadata/enricher.py) will be a
separate, smaller PR.
Refs #88.
* chore(oss): comprehensive vendor-neutralization (#88 wave 2 + review fixes)
PR #94 review found that the original wave-1 grep was scoped wrong and
many leaks survived. This commit closes wave 1 properly AND folds in all
wave-2 anonymization in a single pass — easier to review than two PRs.
Wave-1 review-fix corrections:
- Caddyfile: scripts/grpn/agnes-tls-rotate.sh → scripts/ops/ (the original
wave-1 grep filter excluded extensionless files like Caddyfile).
- CHANGELOG bullet rewritten — original wording implied an in-repo migration
for infra/modules/customer-instance/, which is wrong (the TF module embeds
the script inline via heredoc, never sourced from scripts/grpn/). Now
flags downstream consumer infra repos only.
- infra/modules/customer-instance/variables.tf: Czech docstring with `grpn`
example → English description with `acme, example` placeholders.
Wave-2 anonymization:
- Code docstrings (connectors/openmetadata/{client,transformer,enricher}.py,
src/catalog_export.py, scripts/duckdb_manager.py): prj-grp-… →
my-bq-project / prj-example-1234, AIAgent.FoundryAI → AIAgent.MyAgent,
FoundryAIDataModel → AnalyticsDataModel.
- Test fixtures (4 files): same set of replacements — 157 tests still pass.
- .github/workflows/keboola-deploy.yml: "Groupon-side dev VMs" comment →
generic "per-developer dev VMs".
- docs/auth-groups.md + scripts/debug/probe_google_groups.py:
kids-ai-data-analysis project name → acme-internal-prod placeholder.
- 5 planning/spec docs under docs/superpowers/{plans,specs}/2026-04-21-*:
hardcoded IPs (34.77.94.14, 34.77.102.61) → <dev-vm-ip>/<prod-vm-ip>;
GRPN/Groupon → Acme/another-customer; prj-grp-… → prj-example-….
- scripts/switch-dev-vm.sh deleted — hackathon-era helper hardcoded to a
specific shared dev VM. Per-developer dev VMs are the supported pattern.
Final grep `groupon|grpn|foundryai|prj-grp|groupondev|34\.77\.(94|102)\.…|kids-ai-data`
returns zero hits (excluding CHANGELOG.md historical entries).
CHANGELOG entry expanded to document both waves under one bullet, with
the BREAKING (ops) clarification about the TF module being unaffected.
Refs review of #94, closes#88.
* fix(oss): close remaining #94 review-2 findings (Czech, padak refs, CHANGELOG)
Reviewer of PR #94 round 2 caught 4 remaining items the wave-2 pass missed:
1. infra/modules/customer-instance/variables.tf had Czech descriptions on
8 more variables. Previous review only flagged line 19; this round
audited the rest. Translated lines 2, 28, 42-46 (heredoc), 60, 65, 71,
78, 84 to English. Same review concern: a Terraform module that is
the customer-facing API surface in Czech is unfit for OSS distribution.
2. infra/modules/customer-instance/outputs.tf had Czech descriptions on
four outputs. Same fix.
3. docs/padak-security.md referenced a private repo (padak/keboola_agent_cli#206)
in two places. Replaced with generic 'tracked upstream in the auth-CLI repo'
per CLAUDE.md vendor-agnostic rule (no cross-refs to private repos).
4. scripts/fetch-env-from-secrets.sh:41 had a Czech comment.
Translated.
5. CHANGELOG cosmetic: bullet said 'AIAgent.FoundryAI -> AIAgent.MyAgent'
but the actual code uses both MyAgent (in docstrings) and Example
(in test fixtures). Reworded to mention both targets.
Final grep across all shipping file types (.md, .py, .yml, .yaml, .sh,
Makefile, .json, .tf, .tpl, Caddyfile, .toml) for groupon|grpn|foundryai|
prj-grp|groupondev|34.77.94.14|34.77.102.61|kids-ai-data|padak/keboola_agent_cli
returns ZERO hits (excluding CHANGELOG.md). Czech-diacritic grep across
.tf/.toml/Caddyfile/Makefile/.yml returns ZERO hits.
157/157 OpenMetadata + DuckDB tests still pass.
* fix(oss): close#94 round-3 leaks (env.template, instance.yaml.example, padak typo)
Round-3 reviewer caught two MUST-FIX leaks the round-2 grep missed
(grep was scoped to extensions that did not include .template / .example
suffixes — the audit was right, the previous grep was not paranoid enough):
1. config/instance.yaml.example:114 — '(optional - Groupon-specific)' brand
leak in a shipping config example. Replaced with '(optional)'.
2. config/.env.template:68 — stale path 'scripts/grpn/agnes-tls-rotate.sh'
in operator-facing env-template comment. The script lives at
scripts/ops/ now (commit 16a85cc); this comment had been pointing
operators at a non-existent path.
3. docs/padak-security.md:188 — phrase duplication 'tracked in tracked
upstream' from a sloppy substitution in round-2. Trivial wording fix.
Final paranoid grep across .md/.py/.yml/.yaml/.sh/Makefile/.json/.tf/.tpl/
Caddyfile/.toml/.template/.example/.env* with the full token set
(groupon|grpn|foundryai|prj-grp|groupondev|34\.77\.94\.14|34\.77\.102\.61|
kids-ai-data|padak/keboola_agent_cli) returns ZERO hits, excluding
CHANGELOG.md historical entries.
* fix(oss): #94 round-4 — QUICKSTART.md + rename padak-security.md
Devin Review caught two findings on the latest round-3 commit:
1. docs/QUICKSTART.md:67 still pointed users at the deleted
scripts/switch-dev-vm.sh. A Quickstart user following step-by-step
would hit a missing-file error at the final step. Replaced with the
inline gcloud-ssh equivalent that the Removed bullet documents.
2. docs/padak-security.md filename retains the personal identifier
'padak'. The PR fixed the body content (replaced
padak/keboola_agent_cli#206 references with generic wording) but
missed the filename. Renamed to docs/security-audit-2026-04.md
(date-anchored, vendor-neutral). Updated the historical CHANGELOG
link to point at the new path with an inline note about the rename.
* fix(oss): redact remaining hardcoded IPs from planning docs + remove default email
Devin Review caught two more leaks:
1. scripts/fetch-env-from-secrets.sh line 16 had a hardcoded
personal-email default (zdenek.srotyr@keboola.com). Replaced with
':?' bash error so SEED_ADMIN_EMAIL must be explicitly set —
safer than carrying any specific identity.
2. Planning docs still had 35.195.96.98 and 34.62.223.189 (legacy
prod/dev IPs) that the round-1 IP-replace pattern missed (it only
targeted 34.77.x.x). Generic regex redaction across all five
planning docs replaces every public IP with <redacted-ip>,
preserving private/loopback/IAP ranges.
* 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.
- Spec: pure self-deploy model with per-customer GCP project
- Public upstream repo with TF module; private template + per-customer repos
- Branch-aware dev VMs via dev_instances list
- Caddy TLS, Secret Manager for tokens, SA JSON key for CI (WIF follow-up)
- 6-phase implementation plan with bite-sized tasks
Covers shared infrastructure, API gaps, CLI gaps, services, connectors,
E2E journeys, Docker and live tests. Tasks 2-7 are independent for
parallel sub-agent dispatch.
- architecture.md rewritten for v2 (FastAPI, DuckDB, Docker) — removed
all Flask/rsync/SSH/systemd references
- Deleted PLAN.md and REFACTORING_PLAN.md (completed, superseded)
- auto-install.md replaced with redirect to DEPLOYMENT.md
- Fixed absolute paths in superpowers plan doc
DuckDB has used WAL by default since v0.8, so this pragma is not
valid DuckDB syntax. Removed obsolete try-except block that attempted
to enable WAL on system database initialization.
- 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
ZdenekSrotyr
