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273 commits

Author SHA1 Message Date
ZdenekSrotyr
6c94d2cbce Merge remote-tracking branch 'origin/main' into pr180-review
# Conflicts:
#	CHANGELOG.md
#	pyproject.toml
2026-05-06 07:27:25 +02:00
ZdenekSrotyr
fdc6cd7fb4 release: 0.37.0 — STATE_DIR + flat-mount overlay; host-mount direct-bind fix 2026-05-06 06:53:48 +02:00
ZdenekSrotyr
a9ae5f9c35 fix(flat-mount): preserve data:/srv:ro and caddy_config:/config in caddy override; CHANGELOG
The flat-mount overlay's caddy `volumes: !override` block listed only
three mounts, but the base docker-compose.yml caddy service has five.
`!override` (compose-spec semantics) replaces the entire list, so two
mounts were silently dropped under the flat layout:

- `data:/srv:ro` — Caddy's read-only view of the agnes data dir, used
  by the `@download` file_server handler in Caddyfile (added in v0.36.0
  as the perf bypass for multi-GB parquet downloads). Without this
  mount, `try_files /bigquery/data/<id>.parquet …` finds no file and
  every parquet download falls through to the app's uvicorn worker —
  defeating the bypass entirely.
- `caddy_config:/config` — Caddy's autosave/ACME state. Less critical
  (we feed certs in via /certs) but loses the autosaved adapter config
  across container recreates.

Restated both mounts with a comment block explaining the !override
caveat for any future overlay author.

Plus: CHANGELOG entries for the host-mount.yml direct-bind fix and
the STATE_DIR + flat-mount overlay under [Unreleased].
2026-05-05 19:29:38 +02:00
ZdenekSrotyr
e2f740d7ab fix(changelog): consolidate duplicate Added/Changed sections in 0.36.0
Devin Review on PR #188 (15:53Z): the renamed [0.36.0] section had
two separate ### Added blocks and two separate ### Changed blocks,
which violates Keep-a-Changelog grouping (and CLAUDE.md's explicit
'group by section' rule). Merged each set into a single ordered
block: Added, Changed, Fixed. No content removed; only reflowed.
2026-05-05 19:04:51 +02:00
ZdenekSrotyr
f33475cec3 release: 0.36.0 — perf + analyst-clarity bundle
Renames the [Unreleased] section to [0.36.0] in CHANGELOG, adds the
top-level summary, drops a fresh empty [Unreleased] above, and bumps
pyproject from 0.35.1.

Also fixes the third Devin Review finding on this PR: the CLI
ReadTimeout message hardcoded QUERY_TIMEOUT_S (300s) so a 30s-default
call (agnes catalog, agnes auth, …) reported a wait window that
didn't match reality. _translate_transport_error now takes the actual
httpx timeout from the calling helper; the BQ-job advisory only
appears for calls where the timeout was set ≥ 60s.
2026-05-05 18:57:04 +02:00
ZdenekSrotyr
28423907fd feat: clean CLI errors + init progress + skip-materialize + claude.md catalog pointer
Three first-try-failure-surface fixes from Pavel's #185 trace + the
template guidance question, all under PR #188's umbrella so they land
together with the file_server / parallel pull / Tier 1 work.

1. CLI clean-error wrapper — new AgnesTransportError raised by the
   api_*/stream_download helpers when httpx times out / drops /
   refuses, plus a top-level Typer wrapper (cli/main.py) that prints
   one-line "Error: …" + actionable hint and exits non-zero. Full
   traceback goes to ~/.config/agnes/last-error.log for support
   forwarding. Unhandled Exceptions are caught at the same boundary
   so no Python traceback ever leaks to the analyst's terminal.

   Pavel's #185 Phase 3B: a 30-frame httpx traceback from a slow BQ
   --remote query made it look like a CLI bug. Now: clean message +
   hint pointing at `agnes snapshot create` / partition-column
   guidance.

   Entry point in pyproject.toml flipped from `cli.main:app` →
   `cli.main:_run_with_clean_errors` so the wrapper actually runs
   under the installed `agnes` binary.

2. agnes init / agnes pull --skip-materialize + progress bar.
   --skip-materialize omits query_mode='materialized' rows from the
   download set so a first init doesn't spend 44 minutes silently
   pulling a single 6 GB parquet (Pavel's #185 Phase 1). Rich-driven
   per-file progress bar with label/bytes/rate/ETA renders to stderr
   when not --quiet and not --json. Aggregates across the parallel
   ThreadPoolExecutor workers added earlier in this PR.

3. config/claude_md_template.txt: explicit one-line snippet pointing
   at `agnes catalog --json | jq '.tables[] | select(.id=="<id>")'`
   for per-table descriptions + restated invariant: "the description
   field on each catalog row is the authoritative business-rules
   text — re-read live, never copy into this file." Resolves the
   regression-or-feature debate between Pavel (wants annotations)
   and the user feedback that landed in the prior commit (don't
   embed table-specific content; tables change). Catalog command
   stays the source of truth.
2026-05-05 18:11:59 +02:00
ZdenekSrotyr
e5fb913cec perf: Tier 1 event-loop unblocking — async def → def on BQ-bound handlers
Five hottest BQ-touching endpoints were `async def` but invoked synchronous
DuckDB / BQ-extension calls inside the body. Under uvicorn's single event
loop that meant a single heavy `agnes query --remote` (waiting up to
~200 s for BQ's jobs.query) froze EVERY other request — /api/health,
dashboard, auth, even another query — for the full BQ wait. Operators
saw "VM idle, app frozen" during PR #188's testing.

Convert to plain `def` so FastAPI auto-offloads the body to the anyio
thread pool. Event loop stays free for non-BQ requests.

- app/api/query.py:execute_query
- app/api/v2_scan.py:scan_estimate_endpoint, scan_endpoint
- app/api/v2_sample.py:sample
- app/api/v2_schema.py:schema

Audit: 0 `await` statements in any converted handler (verified file-by-
file), so the rename is safe. Tests in tests/test_v2_*.py called the
handlers via `asyncio.run(...)` which now fails on a non-coroutine return;
swapped for direct calls (asyncio.run( -> ( ) — keeps paren balance).

Plus AGNES_THREADPOOL_SIZE env var (default 200, was anyio's stock 40)
in app/main.py:lifespan. Set via
anyio.to_thread.current_default_thread_limiter().total_tokens. 200 is
comfortable headroom for <50 concurrent analysts; bump for more.

480/480 impacted tests pass (the 2 remaining errors are a pre-existing
fixture setup issue in test_reader_smoke_matrix.py unrelated to this
change).
2026-05-05 17:44:08 +02:00
ZdenekSrotyr
30e81a15b9 feat(workspace-prompt): decision tree + size-hint so analyst Claude gets it right first try
Three concrete changes addressing the "analyst Claude misuses the CLI"
class of bugs (image.png table — issues #3, #5, plus the recurrent
"how big is this table" guesswork):

1. config/claude_md_template.txt — the template agnes init writes to
   <workspace>/CLAUDE.md. Surfaces every catalog-row field with a why,
   adds a query_mode-based decision tree, explicit --estimate scoping
   (snapshot create ONLY — was the #1 first-try error), an agnes fetch
   → agnes snapshot create rename note, and a 6-row failure-mode table
   that maps each common error wording to its right next step.

2. app/api/v2_catalog.py — populate rough_size_hint for local +
   materialized rows from the on-disk parquet size, bucketed
   small/medium/large/very_large. Was hardcoded null with a TODO; AI
   couldn't tell "is this 6.8 GB" without a failed --remote round-trip.

3. cli/update_check.py — the [update] banner survived the da→agnes
   rename and printed "[update] da X is out of date" on every command,
   training analysts to associate the binary with the old name.

Verified by rendering the template against representative contexts
(33/33 tests pass) and running every use case from the original
screenshot through the real CLI against a dev VM.
2026-05-05 16:44:24 +02:00
ZdenekSrotyr
2ae486bc5d feat(pull): parallel parquet downloads (AGNES_PULL_PARALLELISM=4 default)
The download loop in cli/lib/pull.py was strictly serial — N tables took
Σ stream_download(t_i). With the Caddy file_server change in this PR,
the server can now sustain many parallel sendfile transfers without
blocking app workers, so the client-side serialization became the new
bottleneck.

Switch to ThreadPoolExecutor capped by AGNES_PULL_PARALLELISM (default 4,
set 1 to restore pre-PR serial). 4 matches typical home-broadband
saturation without over-subscribing the analyst's NIC. Drops to serial
when len(to_download) <= 1 to avoid executor overhead in the common
single-table case.

Per-table error semantics preserved via (tid, entry, err) tuple — a
failure on one parquet doesn't abort the rest of the batch.

Verified end-to-end against a dev VM with the new Caddy file_server
deployed: 2-table pull through agnes CLI works under the new concurrency.
2026-05-05 16:42:55 +02:00
ZdenekSrotyr
ab61e30c91 chore(auto-upgrade): re-fetch compose + Caddyfile, self-update
Sibling change to the Caddy file_server PR (#182). Without this,
existing long-uptime VMs would pull the new agnes image on auto-upgrade
but keep their stale Caddyfile + docker-compose.yml — leaving the
file_server route + the data:/srv:ro mount inert. Confirmed live
2026-05-05 when the file_server change merged in main but stayed
unreachable on a running dev VM until /opt/agnes/* was scp'd by hand.

agnes-auto-upgrade.sh now hashes the bind-mounted config files
(Caddyfile + every docker-compose overlay) on every 5 min tick and
triggers a `docker compose up -d` recreation when the hash drifts
— same trigger path as an image-digest change. Fail-soft via the
.new-then-mv pattern: a curl 404 / network blip leaves the existing
file untouched.

Self-update at the bottom of the script: re-fetch
/usr/local/bin/agnes-auto-upgrade.sh itself so the very fix that
watches config files lands on running VMs without a manual ssh-and-
curl cycle. Otherwise we'd have a self-perpetuating "old script
problem" — the watch-config logic never propagating to the VMs that
need it.

Operators no longer need to ssh + scp Caddyfile/compose changes.
2026-05-05 16:42:13 +02:00
ZdenekSrotyr
1be997f6d4 feat(caddy): file_server for parquet downloads — bypass uvicorn
A single analyst's multi-GB `agnes pull` held the only uvicorn worker
for the duration of the stream, starving UI / /api/health / every other
API endpoint. Container flipped to `unhealthy`. Triggered while a
6.8 GB `order_economics` pull was in-flight on prod 2026-05-05.

Caddy now intercepts `GET /api/data/{table_id}/download` and serves
the parquet directly via sendfile from the data volume (mounted r-o
at /srv inside the caddy container). RBAC enforced by `forward_auth`
to a new lightweight `GET /api/data/{table_id}/check-access` endpoint
(returns 204 / 403) — the bulk transfer never reaches uvicorn.

Path discovery via `try_files` over the known extract.duckdb v2 source
subdirs. Anything not at a static path falls through to the existing
app handler so legacy `src_data/parquet` and future connectors still
work without a Caddyfile change. Non-Caddy deployments are unchanged.

Stage 1 (multi-worker uvicorn) was considered but blocked by the
single-writer DuckDB lock on system.duckdb — workers > 1 would crash
at startup on "Could not set lock on file", the same race that pushed
the scheduler from in-process writes to HTTP-via-app. Multi-reader
workers + single-writer coordination is out of scope for this PR.
2026-05-05 16:41:33 +02:00
ZdenekSrotyr
4f04235502 feat(bigquery): bq_query_timeout_ms knob; default 600s (was 90s)
DuckDB BigQuery extension defaults `bq_query_timeout_ms` to 90 s, which
is too tight for analyst-scale queries against view-backed BQ datasets.
`agnes query --remote` HTTP 400'd with `Binder Error: Query execution
exceeded the timeout. Job ID: ...` whenever the underlying BQ job ran
longer than 90 s, even though the job itself was healthy.

Add `data_source.bigquery.query_timeout_ms` (default 600 000 ms = 10 min,
sentinel 0 falls through to the extension default). Applied via
`SET bq_query_timeout_ms` after every `LOAD bigquery` on every BQ-touching
DuckDB session: orchestrator's `_remote_attach` ATTACH path, BqAccess
session factory, and the standalone extractor. Configurable via
`/admin/server-config` UI.

Fail-soft: extension versions that don't recognise the setting silently
keep the default rather than poisoning the session.
2026-05-05 16:40:40 +02:00
ZdenekSrotyr
4751094e1c
fix(keboola): per-table fallback to legacy Storage-API client (#183)
* fix(keboola): per-table fallback to legacy Storage-API client

The DuckDB Keboola extension's per-table COPY fails with
`Schema '..."in.c-..."' does not exist or not authorized` on
projects whose Snowflake backend doesn't expose bucket schemas
to the storage-token-derived QueryService role
(keboola/duckdb-extension#17). ATTACH itself succeeds, so the
existing extension-level fallback in `_try_attach_extension`
never triggers — the table is just marked failed.

- Promote `kbcstorage>=0.9.0` from optional to core dep so the
  legacy client import in `_extract_via_legacy` doesn't crash
  default installs with `ModuleNotFoundError`.
- Wrap `_extract_via_extension` in a per-table try/except so a
  scan failure retries via `_extract_via_legacy` instead of
  recording `tables_failed` and moving on.

Slower than the extension path, but produces correct parquets
on affected projects while the upstream extension fix lands.

* test(keboola): cover per-table extension→legacy fallback

Two existing tests mocked _extract_via_extension to throw and asserted
the original message survived in result["errors"]. With per-table
fallback, the new flow retries via _extract_via_legacy — which on the
mock URLs would throw a different (404 / DNS-fail) error, replacing the
asserted message.

- Mock _extract_via_legacy alongside _extract_via_extension in
  test_network_timeout_during_extraction +
  test_partial_failure_continues +
  test_all_tables_fail_returns_full_failure_stats so the assertion
  observes the final propagated error from the fallback chain.
- Add test_extension_per_table_failure_falls_back_to_legacy that
  exercises the new behavior directly: extension scan fails with the
  QueryService schema-not-authorized message
  (keboola/duckdb-extension#17), legacy succeeds, parquet ends up
  queryable.
2026-05-05 15:47:44 +02:00
ZdenekSrotyr
4908a0d7a2 Merge remote-tracking branch 'origin/main' into pr180-review
# Conflicts:
#	CHANGELOG.md
#	pyproject.toml
2026-05-05 15:22:10 +02:00
ZdenekSrotyr
a220955640 release: 0.35.1 — CLI --remote query timeout fix
Patch release bundling the only Unreleased change: bump httpx client
timeout for agnes query --remote from 30s to 300s (configurable via
AGNES_QUERY_TIMEOUT). Renames CHANGELOG [Unreleased] section to
[0.35.1] and bumps pyproject version to match.
2026-05-05 15:01:37 +02:00
Vojtech Rysanek
0843c2bd1b fix(cli): bump --remote query timeout to 300s, add AGNES_QUERY_TIMEOUT
The httpx client behind 'agnes query --remote' used the default 30s
timeout, killing every BigQuery SELECT that took longer than half a
minute — i.e. most non-trivial remote queries.

cli/client.py now exposes QUERY_TIMEOUT_S (default 300s, override via
AGNES_QUERY_TIMEOUT) and propagates a kw-only 'timeout' through
api_get/post/delete/patch. _query_remote passes QUERY_TIMEOUT_S so only
the long-running /api/query path gets the bump; every other CLI call
keeps the 30s default.

Server-side has no read deadline on /api/query, so the client cap was
the sole bottleneck.
2026-05-05 16:40:54 +04:00
ZdenekSrotyr
8d8d2c219e refactor(cli-store): pull/info → agnes admin store; add agnes store mine
Backup-orchestration commands were split across two namespaces (pull in
agnes store, push in agnes admin store), which broke the operator
mental model — pull/push are a paired operation and should sit
together.

Move pull + info into agnes admin store so all bulk operations share
one help screen. Add agnes store mine as the user-facing equivalent —
calls the same /api/store/bundle.zip endpoint with ?owner=me, which
the server resolves to the caller's user_id. Authors can archive
their own uploads without admin role; whole-Store bulk reads stay
admin-flavored as a discoverability hint.

Server: 3-line addition to export_bundle handles owner='me' as a
magic alias for the caller. No new endpoint.

Tests updated: pull/info expectations move from agnes store to
agnes admin store; new tests cover agnes store mine and the
?owner=me server resolution. 69/69 store tests green locally.
2026-05-05 13:49:18 +02:00
ZdenekSrotyr
3d63965a67 Merge remote-tracking branch 'origin/main' into pr180-review
# Conflicts:
#	CHANGELOG.md
#	app/web/templates/_app_header.html
2026-05-05 12:05:50 +02:00
ZdenekSrotyr
a8f9d065c8 feat(store): bundle export/import + agnes store update + agnes admin store push
Adds whole-Store backup/restore primitives so an external CI/CD job can
mirror the Store to a git repo (and restore back from one).

REST:
- GET /api/store/bundle.zip — deterministic ZIP of all (filtered) Store
  entities. Layout: manifest.json + entities/<id>/{plugin,assets}/.
  Manifest carries owner_email for cross-instance restore. Auth: any
  authenticated user (Store is community-open).
- POST /api/store/import-bundle — admin-only restore. Modes
  merge|replace|skip; owner resolution by email with stub-disabled-user
  fallback when the email is unknown on the target instance.

CLI:
- agnes store update <id> [--description X] [--zip PATH] ... — in-place
  edit (server PUT permits owner OR admin per F4). Closes the missing
  edit affordance for analysts who want to fix a typo or push a new
  ZIP without losing install_count.
- agnes store pull [-o store.zip] [--unpack DIR] — download the bundle.
  --unpack streams + extracts so an external git-backup workflow can
  drop the tree straight into a repo and `git add .`.
- agnes store info [--json] — counts + size summary.
- agnes admin store push <zip-or-dir> [--mode ...] — admin-only restore.
  Auto-zips a directory client-side so a working-tree → server
  round-trip is one command.

cli/v2_client.py gains api_get_stream helper for binary downloads.

Tests: 5 new server tests (bundle shape + filters + round-trip + stub
user creation + skip mode + admin-only gate) + 11 new CLI tests
(update, pull/unpack, info, admin push). 66/66 store-related tests
green locally.
2026-05-05 11:51:31 +02:00
ZdenekSrotyr
952dc9e74d fix(profile-sessions): tolerate stat() failures on individual jsonl (Devin Review on #179)
The previous gather used `sorted(glob, key=lambda p: p.stat().st_mtime)`.
A transient OSError (race with delete, permission flicker, EBADF on a
weird filesystem) on any single file raised through the lambda and 500-ed
the whole page.

Reworked: stat each path under try/except into a (path, stat) list, sort
the already-statted entries. Bad files drop silently from the listing.

Regression test test_profile_sessions_page_tolerates_stat_failures
patches Path.stat to raise on one of two files, asserts the page returns
200 with the good row rendered and the bad row dropped.
2026-05-05 09:53:06 +02:00
ZdenekSrotyr
d878764ac1 fix(session-collector-api): mirror sibling endpoints' audit-on-exception (Devin Review on #179)
Devin flagged that run_session_collector still had the same audit-skip
gap I fixed in run_verification_detector and run_corporate_memory in
the previous two rounds — a PermissionError walking /home, an OSError
on /data/user_sessions mkdir, or any other unhandled exception from
collector.run() would skip the audit_log row and only show in docker
logs.

Same try/except + unhandled_error pattern as the sibling endpoints.
All three LLM-pipeline run-* endpoints now record their failures the
same way; /admin/scheduler-runs sees them. Regression test in
tests/test_admin_run_endpoints.py::TestRunSessionCollector::test_unhandled_exception_still_audits.
2026-05-05 09:31:33 +02:00
ZdenekSrotyr
9ebe991b55 feat(profile): per-session jsonl download from /profile/sessions
User feedback during e2e of #179: the listing page is nice but I want
to grab the raw jsonl and look at what's inside.

Adds GET /profile/sessions/<filename>:
- Auth via get_current_user (owner-only).
- Path safety: rejects "/", "\", "..", leading ".", and any non-".jsonl"
  filename. The served path resolves under
  ${DATA_DIR}/user_sessions/<caller.id>/; if resolution escapes that
  base directory, returns 404 (never 403, so existence of other users'
  files isn't leaked).
- FileResponse with Content-Disposition: attachment.

UI: Download button per row in profile_sessions.html.

Tests in test_web_ui.py: path-traversal / nested / dotfile / non-jsonl
all 404 for owner; unauthenticated 302/401/403; authenticated owner
gets 200 + correct Content-Disposition.
2026-05-05 09:15:12 +02:00
ZdenekSrotyr
e86da72997 fix(corporate-memory-api): mirror verification-detector audit-on-exception (Devin Review on #179)
Devin flagged that run_corporate_memory still had the same audit-skip
gap I just fixed in run_verification_detector — if collect_all() throws
anything other than the already-translated ValueError (DuckDB lock,
network blip, unexpected SDK error), the audit_log row was never
written and /admin/scheduler-runs missed the failure.

Same try/except + unhandled_error pattern as the verification_detector
fix from 4c4dfee8. Regression test in
tests/test_admin_run_endpoints.py::TestRunCorporateMemory::test_unhandled_exception_still_audits.
2026-05-05 09:11:13 +02:00
ZdenekSrotyr
4c4dfee8e6 feat(profile): /profile/sessions page + audit on detector exception + correct SCHEDULER_AUDIT_ACTIONS
Three changes addressing user feedback during e2e test of #179 + Devin Review on e86dd5ed.

1) /profile/sessions — new self-service user page in the user menu.
   Lists all session jsonls the caller uploaded via `agnes push` joined
   against session_extraction_state. Each row shows uploaded_at, file
   size, status badge (pending/processed/extracted), processed_at, and
   items_extracted. The page docstring + help text explicitly call out
   that items_extracted=0 means the verification detector ran fine but
   the LLM found no claims to track — that's the documented "no items"
   outcome, not a broken pipeline. Closes the gap surfaced during the
   e2e test of #176 where a user could see their sessions on disk and
   process them through the LLM but had no UI to inspect what happened.

2) run_verification_detector audits unhandled exceptions (Devin #1).
   If detector.run() threw anything other than the already-translated
   ValueError, the audit_log row was never written. The endpoint now
   wraps detector.run in try/except, records the exception in
   audit_params["unhandled_error"], then re-raises as 500 after audit.
   The /admin/scheduler-runs page surfaces the failure row with the
   error type + message.

3) SCHEDULER_AUDIT_ACTIONS list corrected (Devin #2). Previous list
   had "marketplaces_sync_all" (wrong — actual is "marketplace.sync_all")
   plus "data_refresh" and "scripts_run_due" which app/api/sync.py and
   app/api/scripts.py don't write to audit_log. Fixed to the four
   actually-logged strings; comment points at the missing audit calls
   as a follow-up.

Tests: tests/test_web_ui.py adds TestAdminRoleGuards::test_profile_sessions_page_no_admin_required and tightens test_admin_scheduler_runs_page_admin_only to assert the correct marketplace.sync_all string.
2026-05-05 08:57:35 +02:00
ZdenekSrotyr
f0d091f721 fix(store): scratch dir leak on ZIP validation failure (Devin Review)
create_entity + update_entity created the `scratch` temp dir inside one
try/finally but cleaned it up in a separate one. Validation HTTPExceptions
raised by _safe_zip_extract (zip_unsafe_path, zip_too_large_uncompressed)
or the BadZipFile→422 conversion exited the first scope, and the second
finally was never entered → temp dir leaked on every failed upload.

Devin flagged this on the F2 commit. The leak pre-existed (zip_unsafe_path
was the original vector); F2 added zip_too_large_uncompressed to the same
broken cleanup path. Fixed by collapsing scratch creation + cleanup into
one outer try/finally that covers both extraction AND metadata/bake; the
inner try/except/finally still handles BadZipFile→422 + tmp file cleanup.

Same restructure in update_entity. Regression test
`test_scratch_dir_cleaned_up_after_failed_extraction` triggers a
zip_unsafe_path 422 and asserts tmp/agnes_store_* contains no leaked
dirs.
2026-05-05 08:52:15 +02:00
ZdenekSrotyr
fd3c76d21b fix(store): security + correctness blockers found in PR review (F1, F2, F4, F5)
Three independent reviews of PR #180 surfaced four real defects in the new
Store / my-ai-stack surface. CHANGELOG entries detail each; one-liners:

- F1 video_url XSS: any authenticated user could upload a Store entity
  with `video_url=javascript:...` and pop XSS in any viewer's session via
  the `<a href=...>` "Watch video" link in store_detail.html. Jinja2
  autoescape doesn't block URI schemes inside attribute values. Fixed by
  scheme-validating to http(s) only on create + update; 400 invalid_video_url.

- F2 ZIP decompression bomb: _safe_zip_extract checked path-traversal but
  not declared file_size totals — a 50 MB compressed upload at 1:1000
  ratio decompresses to 50 GB and DOS the host disk. Fixed by summing
  zinfo.file_size across infolist() and refusing > 200 MB before
  extractall touches disk. 413 zip_too_large_uncompressed.

- F4 admin authz parity: PUT /api/store/entities/{id} was owner-only while
  DELETE allowed owner OR admin; the store-detail page hid Edit/Delete
  buttons from admin even though DELETE was permitted. Fixed by allowing
  admin on PUT and passing is_admin to the template; gate is now
  is_owner OR is_admin everywhere.

- F5 cross-owner suffix collision: sanitize_username is many-to-one
  (alice.smith / alice_smith both → alice-smith). Two such users uploading
  entities with the same display name produced identical
  `<name>-by-<username>` suffixes, silently colliding in the served
  agnes-store-bundle on-disk paths AND the manifest catalog (Claude Code
  dedupes by plugin.json `name`). Fixed by enforcing global uniqueness on
  the suffixed value at create_entity; 409 conflict_global_suffix.

F3 (ZIP symlink members) was investigated and confirmed to be a
false-positive — Python's stdlib ZipFile.extractall does not honor
symlink mode bits, so no exploit exists.

9 new regression tests in tests/test_store_api.py::TestStoreSecurityFixes
covering all four. Test run locally: 60/60 store-related tests pass.
2026-05-05 08:18:02 +02:00
ZdenekSrotyr
e86dd5edc5 fix(anthropic): strict json_schema (additionalProperties=false) + add /admin/scheduler-runs UI
E2E test on a real BQ deploy showed every verification-extraction call
fails with HTTP 400 invalid_request_error: "output_config.format.schema:
For 'object' type, 'additionalProperties' must be explicitly set to false".
The Anthropic structured-output API now requires the field on every object
node in the json_schema. Fix: connectors/llm/anthropic_provider.py wraps
the caller-supplied schema through a recursive _strict_json_schema()
walker that adds the field where missing (preserving any explicit
override), then passes the strict variant to the API. Six unit tests in
TestStrictJsonSchema pin the recursion across nested objects, array items,
and the no-mutation invariant.

Adds /admin/scheduler-runs — a read-only admin page that surfaces the
last 200 audit-log entries from scheduler-driven actions. New
AuditRepository.query_actions(actions, limit) helper, new admin nav
entry. Failed scheduler ticks (HTTP 401, network errors) don't reach
the audit_log; the page calls that out with a hint to set
SCHEDULER_API_TOKEN if no rows show up.
2026-05-05 08:00:57 +02:00
ZdenekSrotyr
9f9aabd72b fix(corporate-memory): CLI catches fail-fast ValueError, exits 1 with clean message (Devin Review on #179)
The PR's #176 fail-fast change made collect_all() raise ValueError when
neither an ai: block nor ANTHROPIC_API_KEY/LLM_API_KEY was available.
verification_detector's CLI was updated to handle it; corporate_memory's
CLI was missed and crashed with an unhandled traceback.

services/corporate_memory/collector.py:main() now wraps the collect_all
call in try/except ValueError, prints a one-line actionable message
to stderr, and returns rc=1.

Regression test:
test_llm_connector.py::TestCorporateMemoryCollector::test_main_returns_1_on_no_ai_config_instead_of_traceback.
2026-05-05 06:45:10 +02:00
ZdenekSrotyr
e68c2d3f0f fix(session-collector): argv-free run() helper, drop SystemExit footgun (Devin Review on #179)
run_session_collector called collector.main() which did argparse.parse_args()
on uvicorn's sys.argv (['app.main:app', '--host', ...]) → sys.exit(2) →
SystemExit(2), which inherits from BaseException, escapes FastAPI handlers,
and propagates through the thread pool. Every scheduler tick that fired the
endpoint either 500-ed or risked killing the uvicorn worker.

services/session_collector/collector.py now exposes run(dry_run, verbose)
that returns (rc, stats); main() is a thin CLI shim that parses argv and
delegates. The admin endpoint calls run() directly and audit-logs the
per-run stats (users_processed, files_copied, files_skipped) instead of
just the rc. Three regression tests in TestRunHelper.

Closes Devin Review finding on app/api/admin.py:2819 (#179).
2026-05-05 06:31:55 +02:00
ZdenekSrotyr
046d8705ee docs(changelog): correct "two paths" claim + document new env vars
The 0.35.0 entry's 'two paths to a working LLM pipeline' wording was
defensible only after the #179 review fixes — on the initial cut, the
seeded-overlay path was dead code (consumers imported the static-only
loader; even when they didn't, env refs in the overlay weren't resolved).
Updated Defect 5's bullet to spell out what was broken and what
shipped, and added a new bullet for the scheduler-cadence env-var fix.
Added the two new test modules under Internal.
2026-05-05 06:05:27 +02:00
Minas Arustamyan
d5a7c9ad79 feat(store): /store + /my-ai-stack — community marketplace + per-user composition
Adds a community-driven Store where any authenticated user uploads
skills/agents/plugins as ZIPs, plus /my-ai-stack as the per-user
composition view. The served Claude Code marketplace is now:

    (admin_granted ∖ opt_outs) ∪ store_installs

Skill + agent installs are merged into a single `agnes-store-bundle`
plugin in the served marketplace; type=plugin uploads stay standalone.
Names are suffixed with `-by-<owner-username>` at upload time so two
owners can use the same display name without colliding in Claude Code's
flat skill/agent namespace.

Schema v23 → v24 adds three tables:
  - store_entities       — community-uploaded skills/agents/plugins
  - user_store_installs  — what each user has chosen to install
  - user_plugin_optouts  — opt-out overlay on top of admin grants

Admin grant-delete drops every user's opt-out for that plugin so
re-grant resets cleanly to enabled (no sticky personal preference).

UI:
  - /store      — e-commerce-style listing with type/category/owner
                  filters, search, pagination, owner-aware [Install]
                  buttons, clickable cards
  - /store/new  — 2-step upload wizard with drag & drop, preview
                  validation (POST /api/store/entities/preview), docs
                  multi-upload, photo + video URL
  - /store/{id} — detail page with hero, file list, docs, owner
                  actions (Edit/Delete) for the uploader
  - /my-ai-stack — Granted plugins (toggle opt-out) + From the Store
                  (uninstall) sections
  - Admin nav: Marketplaces moved into Admin dropdown, renamed to
                "Curated Marketplaces"

Validation hardening: type-mismatch guards reject skill ZIP uploaded as
agent (or vice versa), and plugin ZIPs masquerading as skills/agents.
Human-readable error messages mapped client-side from machine codes.

Cross-source naming: Store entity-id-prefixed dirs (`plugins/store-<id>/`)
plus the bundle (`plugins/store-bundle/`) avoid collisions with admin
marketplaces (whose `store` slug is reserved by `is_valid_slug`).

Bundle composition is content-hashed at serve time — install/uninstall
or owner re-upload bumps the bundle's plugin.json `version`, so Claude
Code's auto-update toggle picks up changes.

Tests: 50+ new tests across naming, repositories, filter (admin ∪ store
∪ bundle), API (upload/install/uninstall/delete/preview/docs), end-to-end
marketplace.zip with bundle merging.
2026-05-05 02:53:49 +02:00
ZdenekSrotyr
567385d046 release: 0.35.0 — session pipeline fix (BREAKING) (#176)
Five compounding defects on default `docker compose up` deploys made the
session pipeline silently broken: sessions uploaded by analysts via
`agnes push` landed on /data/user_sessions/<user>/*.jsonl but nothing
ever processed them. Fix is one PR: promote anthropic + openai to core
deps, wire all three LLM-pipeline jobs into scheduler-v2 with offset
cadences (10m/15m/17m), drop the side-car services from compose, seed a
default ai: block on first-time setup with an env-var fallback in code,
surface the pending review queue to admins, and expose a health check
that warns when uploaded jsonls aren't being processed.

**BREAKING** for operators on COMPOSE_PROFILES=full or with custom
Compose overrides referencing the corporate-memory or session-collector
service stanzas — drop them. The scheduler is now the sole driver.
2026-05-05 00:46:27 +02:00
ZdenekSrotyr
0430c0de00 release: 0.34.0 — clean analyst bootstrap (BREAKING) + bundled fixes
Headlines:

- Clean analyst bootstrap rewrite: web /setup → paste prompt → Claude Code
  in empty folder = working analyst workspace. CLI binary renamed da → agnes.
  See CHANGELOG ## [0.34.0] for the full breaking-change matrix.

- Unified /setup flow: collapsed the admin/analyst tile split (the ?role=
  query parameter introduced mid-cycle is gone). Every signed-in user
  sees the same flow; marketplace + plugins block emitted iff caller has
  plugin grants. PAT scope uniform (general 90 d).

- Bundled fixes: supersedes #172 (Windows console encoding), merges #174
  (BigQuery materialize view fix + concurrency, schema v24 migration),
  closes #171 (--remote query pre-check no longer over-rejects narrow
  queries on partitioned tables, ~30,000x over-estimate fix).

- Devin Review findings addressed throughout the cycle:
  query.py:464 (rewriter cross-contamination), extractor.py:166 (TTL
  reclaim dead code), db.py:1757 (v24 migration retry path),
  init.py:99 (stale on-disk token override), and more.

- Operator UX: register-table now requires --bucket for materialized
  rows + emits first-sync and grant hints on success. agnes status
  sessions counter reads from ~/.claude/projects/<encoded-cwd>/.
  agnes init --token now wins over stale ~/.config/agnes/token.json.

Open follow-ups (separate issues):
- #175 sync architecture redesign (full-extract Keboola, full-file
  downloads, user-global sync_state)
- #177 admin CLI: missing unregister-table / update-table commands
- #178 agnes diagnose: introduce "info" severity tier
2026-05-04 23:13:23 +02:00
ZdenekSrotyr
0612c1e1a1 fix(schema-v24): raise on deferred migration so retry path actually runs (Devin Review on db.py:1757)
Pre-fix: when v24 migration found rows to migrate but
data_source.bigquery.project was empty, it logged a warning per row
and returned normally. Schema_version then bumped to 24 unconditionally
→ next start's 'if current < 24:' gate skipped _v23_to_v24_finalize
forever, leaving rows in DuckDB-flavor SQL that the new
_wrap_admin_sql_for_jobs_api wrapping path rejects.

Devin escalated this from advisory ("idempotent retry") to critical
on rescan after my reply. The reply was wrong — the LIKE filter inside
the function gives idempotency IF the function is called again, but
the schema-version gate prevents that call from happening.

Fix (Devin's recommended Approach 1): raise RuntimeError BEFORE the
schema-version bump when rows need migration but project_id is empty.
The schema_version stays at 23, so on next start the 'if current < 24:'
gate fires and the migration runs again — this time with project_id
configured.

Side effect: a BQ-using deployment that hasn't set the project blocks
startup until they do. That's the right call for a config error that
would otherwise silently break all materialized tables. The error
message points at the right knob (data_source.bigquery.project +
restart).

No-rows-no-block invariant preserved: the early 'if not rows: return'
at the top of _v23_to_v24_finalize means non-BQ deployments are
unaffected.

Tests:
- test_v24_raises_when_project_not_configured_and_rows_need_migration:
  asserts raise + schema_version stays at 23 (the load-bearing
  invariant for retry-on-next-start to work)
- test_v24_skips_clean_when_no_rows_match_even_without_project:
  asserts non-BQ deployments don't block startup
- Existing 3 tests still pass
2026-05-04 23:11:34 +02:00
ZdenekSrotyr
36012e0833 fix(admin): register-table real-world UX gaps for materialized BQ
Three items from operator feedback after running the actual flow:

(1) Help docstring lied: "--bucket / --source-table ignored" for
materialized rows. Reality: --bucket is load-bearing because
`agnes schema <name>` builds the BQ identifier as
`bq.<bucket>.<source_table>`. An empty bucket registered the row but
broke schema/describe with HTTP 400 "unsafe BQ identifier in
registry". Fix: docstring rewritten to reflect reality, plus
client-side validation rejects materialized + empty bucket with a
clear error pointing at the right knob.

(2) Post-register UX cliff: `agnes pull` after register-table reports
"Updated 0 tables (1 total)" because registration adds a registry
row but does NOT trigger a parquet build. Operators routinely
assume something's broken when they need to run
`agnes setup first-sync` to kick off the materialization. Hint
emitted on success now points at first-sync.

(3) RBAC gotcha: `agnes catalog` is RBAC-filtered via
`resource_grants`, so non-admin users don't see freshly-registered
rows until a grant is created. Hint emitted on success now points at
`agnes admin grant create <group> table <name>`.

Tests: 8/8 in test_cli_admin_materialized.py, including two new
regression tests for the validation + the hint output.
2026-05-04 23:06:17 +02:00
ZdenekSrotyr
5915f92eaa fix(query-guardrail): single-pass alternation regex (Devin Review on query.py:464)
The iterative bare-name rewriter (one re.sub per name, longest-first)
was vulnerable to cross-contamination when the GCP project ID contained
a registered table name as a hyphen-delimited word.

Concrete repro:
  project        = 'my-ue-project'
  registered     = ['orders', 'ue']
  user SQL       = 'SELECT * FROM orders JOIN ue ON ...'
  iter 1 (orders): produces 'FROM `my-ue-project.fin.orders` JOIN ue ...'
  iter 2 (ue):     '\bue\b' matches 'ue' INSIDE 'my-ue-project' (hyphen
                   creates word boundary on both sides) — corrupts
                   the iter-1 path

Fallback at query.py:576 caught the resulting BQ parse error and fell
back to per-table SELECT * estimate, so impact was over-estimation,
not fail-open — but the #171 partition-pruning fix silently degraded
to pre-fix behavior whenever a project name shared a hyphen-segment
with a registered table.

Fix: single re.sub call with an alternation regex sorted longest-first.
Single-pass means each source position is processed exactly once, so
freshly-inserted backticked text from one match isn't re-scanned by
later names in the alternation.

Regression test
test_rewrite_helper_does_not_corrupt_when_project_id_contains_registered_name
covers the exact Devin repro.
2026-05-04 22:51:33 +02:00
ZdenekSrotyr
c432e90f62 fix(bq-materialize): TTL reclaim was dead code (Devin Review on extractor.py:166)
`_try_acquire_file_lock` opened the lock file with `open(mode='w')`
BEFORE the mtime check, which truncated the file and refreshed mtime
to now. The subsequent age check always saw ~0, so the TTL reclaim
branch was never reachable and `materialize.lock_ttl_seconds` was
a silently no-op config knob.

Repro:
  before open(w): mtime age = 100000s
  after  open(w): mtime age = 0s

Fix: stat the lock path BEFORE any open(). If pre-probe mtime is
older than TTL, unlink (forcing a fresh inode for the open + flock
that follows). Order is now stat-then-decide-then-probe, not
probe-then-stat-then-decide.

Two regression tests added in tests/test_bq_materialize_concurrency.py:
- test_stale_held_lock_is_reclaimed_despite_live_holder — exercises
  the full reclaim path with a still-living fcntl holder. Pre-fix
  this returned None (in_flight forever); post-fix returns a holder
  fd on a new inode.
- test_failed_probe_does_not_self_refresh_lock_mtime — sister test
  pins that a failed acquisition's mode='w' truncate doesn't
  pathologically loop.

Residual cross-process risk (genuinely overrunning materialize past
TTL races a fresh attempt — both write to the same parquet.tmp,
inode-level flock independence means new acquisition succeeds while
old holder is still alive) stays documented in the helper docstring.
In-process threading.Lock keyed on table_id blocks the single-process
race; cross-process protection relies on TTL being well above
longest plausible COPY (24h default).
2026-05-04 22:36:56 +02:00
ZdenekSrotyr
ed969f5e37 docs(changelog): unified /setup flow under Unreleased
Replace the analyst-vs-admin `?role=` design summary with the unified
flow we're shipping: single tile, single PAT-mint shape (general /
90 d), `agnes init` mandatory for everyone, marketplace block gated
by `resource_grants`, pre-flight check now validates both git and
claude.

The intro paragraph references the 10-task unification follow-up and
the `?role=` introduction-and-removal cycle so a future operator
reading the diff doesn't think they missed a release.

Plan: docs/superpowers/plans/2026-05-04-unified-setup-prompt.md task 9.
2026-05-04 22:19:57 +02:00
ZdenekSrotyr
8784f10a6b fix(devin-review): stale-token override + status sessions counter + lock comment
Three Devin Review findings on PR #173 addressed in one commit since
they're in adjacent code paths:

1. cli/commands/init.py:99 (\u{1F534}): `agnes init --token NEW` ran
   step 2 verify against the OLD on-disk token because `get_token()`
   read `~/.config/agnes/token.json` before the env var, and
   `_override_server_env` only set the env var. So `agnes init --force`
   on a machine with a stale token.json failed 401 with a confusing
   'token expired' even though the --token arg was valid.

   Fix: ContextVar-based override in `cli.config._token_override`
   checked by `get_token()` BEFORE the on-disk read.
   `_with_token_override` context manager scopes the override.
   `_override_server_env` now also sets the contextvar via
   `_with_token_override(token)`, so both env var and contextvar
   carry the override (env for back-compat with anything bypassing
   get_token; contextvar is the authoritative source).
   Async-safe (each task sees its own override) and leak-proof
   (resets on context exit).
   2 new tests: regression on stale-disk-token + scope leak guard.

2. cli/commands/status.py:43 (\u{1F7E1}): sessions_pending_upload only
   checked legacy `<workspace>/user/sessions/` and always reported 0
   in workspaces bootstrapped with `agnes init` (Claude Code writes
   to `~/.claude/projects/`, not the legacy path). Same bug we fixed
   for `agnes push` in 08e49591.

   Fix: route through `cli.lib.claude_sessions.list_session_files()`
   so status and push agree on what counts as a pending session.

3. connectors/bigquery/extractor.py:111 (\u{1F7E1}): docstring claimed
   "a live holder still wins the second flock attempt" — incorrect on
   Linux. After `unlink()` + `open()`, the new file is a new inode;
   fcntl.flock keys per-inode, so the old holder's lock does NOT block
   the new acquisition. In a genuine TTL-overrun scenario two writers
   CAN race the parquet.tmp.

   Fix: documentation only. Comment now honestly describes the
   inode-recreation behavior, names the threading.Lock as the actual
   in-process guard, and flags pid-gating as the next-iteration fix
   if real corruption surfaces. The 24h default TTL is well above
   typical COPY durations so the practical risk is low.

Tests: 17/17 across test_cli_init.py + test_lib_pull.py + the broader
regression set.
2026-05-04 21:26:30 +02:00
ZdenekSrotyr
8233c3e3f9 chore(docs): replace stale da verbs and vendor-specific install paths
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.
2026-05-04 21:22:19 +02:00
ZdenekSrotyr
976d0c7160 fix(pull): re-download parquet when file missing despite matching hash
Pre-fix `agnes pull` decided what to download from sync_state hash
equality alone:

    if server_hash != local_hash or tid not in local_tables or not server_hash:
        to_download.append(tid)

If the recorded local hash matched server but the actual parquet had
been deleted from disk, the download was skipped. The next DuckDB
view rebuild then fails on a missing file. Repro: `rm
server/parquet/X.parquet && agnes pull` → 'Updated 0 tables', X
still missing.

Failure modes that produce hash-equal-but-file-missing:
- manual `rm` of a single parquet
- operator-side cleanup of `server/parquet/`
- two workspaces sharing one user's
  `~/.config/agnes/sync_state.json` (TODO(workspace-scoped-sync-state)
  in pull.py): one workspace writes its parquets, the other reads
  sync_state and concludes 'I already have these'
- disk corruption / partial restore from backup

Fix: existence check runs alongside the hash compare. Missing file
forces a re-download regardless of hash equality. `parquet_dir` is
hoisted above the loop so the existence check is in scope when the
download set is built.

Tests: regression test for the hash-equal-but-missing-file case +
counterpart for the fast-path (hash-equal-and-file-present must
still skip).
2026-05-04 21:12:06 +02:00
ZdenekSrotyr
500db8cd3c fix(query-guardrail): dry-run user SQL not synthetic SELECT * (#171)
Closes #171. The /api/query cost guardrail used to dry-run a synthetic
`SELECT * FROM <table>` for each registered remote-BQ row referenced
by the user SQL — which made BigQuery estimate a full table scan, with
column projection, predicate pushdown, and partition pruning all
disabled. Narrow queries on big partitioned/clustered tables (the
documented happy path for `agnes query --remote`) hit ~30,000×
over-estimates and got rejected with 400 `remote_scan_too_large` even
when BQ's own dry-run reported single-digit MB.

Pavel's report on #171 traced the root cause and proposed the fix:
rewrite the user SQL to BQ-native syntax and dry-run it as a single
job, exactly the way `bq query --dry_run` works.

Implementation:
- New helper _rewrite_user_sql_for_bq_dry_run rewrites bare registered
  names (word-boundary, case-insensitive, longest-first to avoid prefix
  collisions) + bq."<ds>"."<tbl>" forms to backticked
  `<project>.<ds>.<tbl>` paths.
- _bq_quota_and_cap_guard runs ONE dry-run on the rewritten SQL. Cap
  check uses the real estimate.
- Fallback path: if BQ rejects with bq_bad_request (e.g. DuckDB-only
  syntax like ::INT casts), the guard falls back to the pre-fix
  per-table SELECT * approach so non-portable queries still get a
  (loose) cap estimate instead of fail-opening. Non-parse BQ errors
  (forbidden, upstream) still propagate as 502.
- _bq_guardrail_inputs now also returns name_lookups so the rewriter
  has the (registered_name, bucket, source_table) mapping it needs.
- Per-table breakdown is unavailable from a composite dry-run; total
  bytes are pinned to dry_run_set[0] for the post-flight
  record_bytes(sum(...)) call to keep returning the right total.

Tests (7 new, 3 existing still pass):
- dry-run receives rewritten user SQL with WHERE clause intact (the
  load-bearing assertion for #171)
- single dry-run per request even with multiple registered tables
  (JOIN, UNION) referenced
- fallback to per-table SELECT * on bq_bad_request
- non-parse BQ errors (forbidden) still 502
- rewriter unit tests: bare + bq.path in same SQL, longest-name-wins
  on prefix collision, case-insensitive bare-name match
2026-05-04 21:08:21 +02:00
ZdenekSrotyr
e438170ade merge: pull #174 (BQ materialize view fix + concurrency, 0.33.0) into bootstrap branch
Brings in zs/materialize-sync-fix (PR #174):
- BigQuery view materialize works (wrap admin SQL in bigquery_query())
- Per-table mutex + fcntl.flock for concurrent COPY corruption
- Cost guardrail dry-run engages on materialized rows
- Schema v23 -> v24 migration: rewrite source_query to BQ-native
- Server-generated trivial source_query from bucket+source_table
- Validator backtick relaxation for materialized rows
- 0.33.0 release cut

Conflict resolution:
- CHANGELOG.md: keep our [Unreleased] (bootstrap rewrite content) ABOVE
  the new [0.33.0] section from #174. The bootstrap rewrite remains
  unreleased; it'll cut 0.34.0 (or later) when this PR merges to main.
- tests/conftest.py: union — keep our analyst-bootstrap fixture
  re-export AND #174's bq_instance / stub_bq_extractor fixtures.
- pyproject.toml auto-merged to 0.33.0 (matches the cut), correct.
- src/db.py auto-merged: SCHEMA_VERSION = 24, _v23_to_v24_finalize
  added — no overlap with our work which left schema at v23.
- CLAUDE.md auto-merged: schema-history paragraph extended with v24.

Verified: 79/79 across CLI bootstrap suite + materialize suite +
schema v24 migration tests pass locally on Python 3.13/macOS.
2026-05-04 20:53:00 +02:00
ZdenekSrotyr
ee83cebbda fix(cli): Windows console crash on cs-CZ codepage (port + broaden #172)
Ports Minas's PR #172 (against pre-rename `da` CLI on main) and applies
the principle to the post-rename `agnes` CLI. Two distinct failure modes
on Windows consoles whose default codepage is cp1250 (cs-CZ) / cp1252
(en-US):

1. `agnes pull` and other Rich-progress codepaths
   UnicodeEncodeError on Braille spinner glyphs. Fix: `cli/main.py`
   reconfigures stdout/stderr to UTF-8 with errors='replace' at import
   time on `sys.platform == 'win32'` so Rich's legacy-Windows render
   path emits decodable bytes. Wrapped in try/except so pytest's
   captured streams (which aren't TextIOWrapper) don't break.

2. `agnes skills list` and `agnes skills show`
   UnicodeDecodeError when reading skill markdown containing em-dashes /
   accented chars. Default `Path.read_text()` uses
   locale.getpreferredencoding(False), which is the broken codepage on
   Windows. Fix: every call site passes encoding='utf-8' explicitly.

Broader scope than #172 because:
- The bootstrap rewrite renamed/removed several files Minas's PR
  patched (`cli/commands/analyst.py` -> rolled into init.py;
  `cli/commands/sync.py` -> split into pull/push). Those targets no
  longer exist; the equivalent code lives in init.py.
- Other call sites Minas didn't touch (still bare in his branch) are
  patched here too — config.py / update_check.py / snapshot_meta.py /
  setup.py / skills.py — so the codebase has zero locale-default text
  I/O in cli/.

Side cleanup: stale `Run `da`` reference in snapshot_meta.py:88 fixed
to `agnes` while touching the file.
2026-05-04 20:45:29 +02:00
ZdenekSrotyr
e323ab76cc fix(snapshot): catch httpx transport errors in --estimate path
CI failure: test_readers_in_pre_init_dir asserted no Traceback in stderr
when running `agnes snapshot create x --as y --estimate` in a folder
that never saw `agnes init`. The estimate-guard fix in 3d587681 let
`--estimate` skip the local_db check and reach `api_post_json`, but the
existing `except V2ClientError` doesn't cover transport-layer failures.
With no server configured the URL defaults to http://localhost:8000;
httpx raises ConnectError → ConnectError isn't a V2ClientError → the
exception bubbles up through Typer/rich as a full traceback.

Add `except httpx.HTTPError` next to V2ClientError so connection /
DNS / TLS / timeout failures all render the friendly hint
`Run `agnes init …` first` instead of leaking transport noise.
2026-05-04 20:36:30 +02:00
ZdenekSrotyr
cd3293b994 release: 0.33.0 — BQ materialize view fix + concurrency control 2026-05-04 20:30:50 +02:00
ZdenekSrotyr
08e4959185 fix(push): read sessions from ~/.claude/projects/<encoded-cwd>/
Real bug: `agnes push` was reading `<workspace>/user/sessions/`, but
Claude Code writes session jsonls to `~/.claude/projects/<encoded-cwd>/`
and nothing on the analyst side ever copies them across. The SessionEnd
hook ran `agnes push` happily and uploaded zero sessions every time.

`cli/lib/claude_sessions.py` probes both Claude Code encoding variants
(older `/`→`-` keeping spaces+tildes; newer all-non-alphanumeric→`-`
with collapsed runs) and unions whichever exist. Users who upgraded
Claude Code mid-project end up with both encoded dirs side-by-side on
disk; the union ensures no session is left behind. Same-named jsonl in
both dirs → newest mtime wins. `<workspace>/user/sessions/` survives as
a fallback for any setup that explicitly mirrors sessions there.

Verified on real disk: helper returns 2 dirs + 8 unioned session files
for the Agnes-test workspace where the previous code returned 0.
2026-05-04 20:29:59 +02:00
ZdenekSrotyr
d44cace17c docs(changelog): clean-analyst-bootstrap rewrite (BREAKING) 2026-05-04 19:25:38 +02:00
ZdenekSrotyr
f731ee7897 feat(setup): /setup?role=analyst|admin branching with role tiles 2026-05-04 17:28:47 +02:00
ZdenekSrotyr
cf8930b593 chore(release): cut 0.32.0 — #160 da query --remote on VIEW + 4 reinforcing fixes
CHANGELOG: rename [Unreleased] → [0.32.0] — 2026-05-04, prepend a new
empty [Unreleased] for next-PR landing zone.
pyproject.toml: version 0.31.0 → 0.32.0.

Per repo discipline (memory: feedback_release_cut_with_pr.md), the
release-cut commit lands as the FINAL commit of the PR that contained
the user-visible behavior change — it does not get a separate PR.

After merge: tag v0.32.0 on the merge commit + create a GitHub Release
(memory: feedback_github_release_per_tag.md — the tag alone isn't
enough; the Release prose is the operator-visible artifact).

Headline: closes #160. da query --remote now resolves query_mode='remote'
BQ rows whose entity is VIEW or MATERIALIZED_VIEW (the bug Pavel hit).
Plus 4 reinforcing fixes — server-side cost guardrail (bq_max_scan_bytes,
default 5 GiB), registry-gating of direct bq.* paths, bigquery_query()
function-call backdoor closed, structured CLI render of typed BQ errors —
and one operator-side admin convenience (BQ test-connection endpoint +
billing_project placeholder UI).

14 issues caught and addressed across 6 iterations of Devin Review.
E2E verified on agnes-zsrotyr.groupondev.com (commit 7f743d03):
  - VIEW path resolves (count=23 from active_inventory_view)
  - VIEW aggregate parity vs filtered BASE TABLE
  - cost guardrail rejects with structured 400 detail
  - bq_path_not_registered 403 (incl. quoted "bq" variant)
  - bigquery_query() blocklist 400
  - test-connection endpoint 200 with elapsed_ms
2026-05-04 14:37:52 +02:00
ZdenekSrotyr
7f743d0392 fix(cli): #168 review iter 6 — render empty-string diagnostics
Devin Review iter #6 found 2 issues.

🟡 BUG: cli/error_render.py filtered out empty-string values via
`detail[key] not in (None, "")` and `value not in (None, "")` before
they could reach `_kv_line`. But `_kv_line` was specifically designed
to render empty strings as `(empty)` — the filter shadowed that
branch. The hidden field happens to be the most operator-actionable
one in `cross_project_forbidden`: `billing_project: ""` is the exact
diagnostic confirming WHY USER_PROJECT_DENIED fires.

Change filter to `is not None`. Empty strings now flow through
`_kv_line` and render as `billing_project: (empty)`.

📝 ANALYSIS: CHANGELOG wording for the test-connection endpoint said
"the saved data_source.bigquery config", which Devin flagged as
slightly misleading because `get_bq_access` is `@functools.cache`d —
"Test connection" tests the config in the running process, not the
just-saved YAML overlay. The save flow already returns
`restart_required: True` and the UI shows a banner, so the behavior
is documented; only the CHANGELOG wording was loose. Tightened to
"the **process-cached** BqAccess... Tests the config active in the
running process — after a save the response includes restart_required;
click Test AFTER restart to validate the freshly-saved values."

New test: test_renders_empty_string_as_empty_marker locks in the
empty-string-as-(empty) rendering for the cross_project_forbidden
case so a future filter change won't silently drop the diagnostic
again. 9 affected render tests pass.
2026-05-04 14:30:43 +02:00
ZdenekSrotyr
1263b80726 fix(query): #168 review — concurrent-slot wraps execute, doc/JS fixes
Devin Review on PR #168 found 5 issues — all real, all addressed.

🚩 ANALYSIS_001 (architectural): concurrent-slot guard didn't protect
actual BQ query execution. Earlier `_enforce_remote_bq_quota_and_cap`
ran dry-run + cap check inside `with quota.acquire(user_id):`, then
returned — releasing the slot BEFORE `analytics.execute(...)` ran. Spec
§4.3.3 explicitly designs the slot to wrap execute so the per-user
concurrent cap limits BQ scans, not just dry-runs.

Refactor to a context manager `_bq_quota_and_cap_guard`. Caller's `with`
block now holds the slot through dry-run, cap check, the actual
`analytics.execute(...)` (which is what triggers the BQ scan when DuckDB
resolves the master view), AND the post-flight record_bytes. Slot
released only when caller's `with` body exits.

🟡 BUG_001: placeholder JS walked `original` (full GET payload root)
instead of `original.sections`. `placeholder_from: ["data_source",
"bigquery", "project"]` is a section-relative path, so billing_project
placeholder NEVER rendered. Fix: walk `original.sections` (with fallback
to `original` for safety).

🟡 BUG_002 + BUG_003: admin_tables.html register and edit modals'
operator help text referenced `max_bytes_per_remote_query` (the old
name from the spec) but the actual config key is `bq_max_scan_bytes`
after the fix-up commit `6423888d` moved it. Replace both occurrences.

🟡 BUG_004: CHANGELOG entry said `api.query.bq_max_scan_bytes` (the
old path) but the read at app/api/query.py:53 is
`get_value("data_source", "bigquery", "bq_max_scan_bytes", ...)`. An
operator who set it under `api.query` in their yaml would have no
effect. Correct path in CHANGELOG.

All 95 #160-affected tests pass after the changes.
2026-05-04 13:28:03 +02:00
ZdenekSrotyr
b2d54126dc docs(query): #160 align CLAUDE.md/skills/CHANGELOG with new --remote behavior + cost guardrail
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.
2026-05-04 10:33:06 +02:00
ZdenekSrotyr
68b9fca3cc docs(changelog): note CLAUDE.md write-outcome summary fix in [0.31.0] 2026-05-04 07:20:56 +02:00
ZdenekSrotyr
95bf420af3 release(0.31.0): cut Agent Setup Prompt + Agent Workspace Prompt 2026-05-04 07:04:43 +02:00
ZdenekSrotyr
65e39a087d docs+tests: Agent Workspace Prompt + drop stale BREAKING markers
- CHANGELOG.md: add Agent Workspace Prompt bullets under [Unreleased]; remove
  stale BREAKING (CLI) and BREAKING (API) bullets about CLAUDE.md removal and
  GET /api/welcome deletion — both behaviors are restored in this PR; replace
  with a neutral Changed bullet describing da analyst setup writing CLAUDE.md
- docs/agent-workspace-prompt.md: operator reference for the feature (when
  written, editing via UI/API, template language, full placeholder table,
  Jinja2 examples, reset to default)
2026-05-03 22:44:22 +02:00
ZdenekSrotyr
53f841f244 release(undo): un-cut 0.31.0 — re-cut once Workspace Prompt feature also lands 2026-05-03 22:27:22 +02:00
ZdenekSrotyr
26dc367037 release(0.31.0): cut Agent Setup Prompt + BREAKING CLI/API removals 2026-05-03 21:03:57 +02:00
ZdenekSrotyr
dc931a6556 feat(admin-prompt): default = live setup script; override replaces /setup content
The /admin/agent-prompt editor now pre-fills with the full bash bootstrap
script from setup_instructions.resolve_lines() instead of being empty.
When an admin saves an override it replaces the default everywhere — the
/setup page display and the dashboard clipboard CTA — rather than adding a
banner above the auto-generated commands.

GET /api/admin/welcome-template now returns a `default` field with the live
computed script so the editor always shows meaningful starting content.

{server_url} and {token} single-brace placeholders survive Jinja2 rendering
and are substituted by JavaScript at clipboard-copy time as before.

Preview pane switches to textContent (not innerHTML) since content is bash.
2026-05-03 16:31:35 +02:00
ZdenekSrotyr
8f71af6c22 docs(changelog): variant C — banner-on-setup model
Update [Unreleased] to reflect the actual shipped behavior:
- banner on /setup replaces CLAUDE.md generation
- BREAKING: da analyst setup no longer writes CLAUDE.md
- BREAKING: GET /api/welcome removed
- schema v21/v22 notes corrected
- drop sync_interval bullet (not part of this feature set)
2026-05-03 16:12:13 +02:00
ZdenekSrotyr
60386b9c3c polish: drop dead CSS, fix docstring drift, add agent-prompt route test 2026-05-03 16:12:13 +02:00
ZdenekSrotyr
c7b14fb120 feat(admin): drop setup_banner feature; consolidate into single editor
Remove the setup_banner feature (admin-editable /setup page banner) and
all associated code: API router, repository, renderer, admin template,
tests, and docs. The setup_page handler no longer calls render_setup_banner;
the install.html template no longer renders banner_html. The setup_banner
DuckDB table (v22) is kept intact for forward-compat with already-migrated
instances — only the application code is removed.

CHANGELOG updated: setup_banner bullets removed; Agent Setup Prompt
(welcome-template feature) now stands alone as the single editable prompt.
2026-05-03 16:12:13 +02:00
ZdenekSrotyr
0ee22f8fb0 docs: add setup-banner.md + rename migration test to test_db_schema_version.py
- Add docs/setup-banner.md: placeholder table, autoescape semantics, security
  note on post-render stripping, diff table vs welcome-template (M-9).
- Update CHANGELOG.md to reference docs/setup-banner.md.
- Rename tests/test_db_migration_v20.py → tests/test_db_schema_version.py
  (file tested SCHEMA_VERSION==22, not just the v20 step; clearer name) (M-10).
2026-05-03 16:12:13 +02:00
ZdenekSrotyr
39146288e1 feat: admin-editable setup_banner on /setup page (schema v22)
Adds an optional Jinja2/HTML banner displayed above the bootstrap
commands on /setup. Empty by default; admin authors it at
/admin/setup-banner. autoescape=True — safe for HTML context.
Render failures return "" so a broken banner never breaks /setup.

Schema v22: setup_banner singleton table, auto-migration v21→v22.
2026-05-03 16:12:13 +02:00
ZdenekSrotyr
b579f119b5 docs(changelog): customizable welcome prompt 2026-05-03 16:12:13 +02:00
ZdenekSrotyr
13ab464ac5
Merge branch 'main' into zs/fix-health-e2e-tests 2026-05-03 15:55:02 +02:00
ZdenekSrotyr
f348296685 fix(tests): align docker-e2e health asserts with current /api/health shape
`/api/health` is the auth-free LB probe — returns `status` + `db_schema`
only. `version` lives in `/api/version` and the richer
`services.duckdb_state` lives in `/api/health/detailed` (auth-gated).
The two e2e asserts had drifted and broke nightly on main.
2026-05-03 11:21:19 +02:00
ZdenekSrotyr
91caefaca9
security(auth): per-IP rate limit + last-admin guard (#165)
* security(auth): per-IP rate limit on auth endpoints + generalize last-admin guard

Closes #45 and #151.

#45 — every auth endpoint was unthrottled (login, magic-link, token,
bootstrap), leaving us open to password brute-force and SMTP
email-bombing. Wires slowapi (new dep) into the middleware chain with
per-route limits: 10/min on login + token, 5/min on send-link, 3/min on
bootstrap. Returns 429 with Retry-After: 60 once exceeded. Per-IP key
respects the leftmost X-Forwarded-For hop (Caddy in front of the app
strips client-supplied XFF). Operator escape hatch:
AGNES_AUTH_RATELIMIT_ENABLED=0. Test suite disables the limiter via
autouse conftest fixture so existing auth tests that hammer endpoints
in tight loops are unaffected.

#151 — DELETE /api/admin/users/{id}/memberships/{group_id} and the
mirror DELETE /api/admin/groups/{group_id}/members/{user_id} only
guarded against self-removal as last admin. Generalizes to refuse
removing anyone from the seeded Admin group when they are the only
remaining active admin (mirrors the existing
count_admins(active_only=True) <= 1 check on delete_user / update_user).
Recovery from zero admins requires direct DB access, so this closes
a path where a scheduler/bootstrap actor that bypasses normal admin
checks could otherwise empty the group.

* security(auth): throttle remaining email-bombing + token-confirm endpoints

Address code-review gap on PR #165 — the first commit covered /send-link
but missed two endpoints with the IDENTICAL email-bombing surface:

- POST /auth/password/reset       — sends reset mail, anti-enum response
- POST /auth/password/setup/request — sends setup mail, anti-enum response

Both now share the 5/min limit with /send-link.

Also add 10/min to the token-confirm surfaces — high-entropy tokens but
partial leaks via logs / referer have surfaced before, and unbounded
guess rate would let an attacker exhaust the keyspace adjacent to a
leaked prefix:

- POST /auth/email/verify
- GET  /auth/email/verify         — closes the click-through bypass
- POST /auth/password/reset/confirm
- POST /auth/password/setup/confirm

Doc fix: rate_limit.py module docstring + CHANGELOG entry no longer
claim "disable without a redeploy" (misleading). The Limiter constructor
freezes `enabled` from env at import time, matching every other Agnes
env knob — operators set the flag and bounce the container.

Tests: 4 new cases in test_auth_rate_limit.py covering
/reset, /setup/request, /reset/confirm, GET /verify. Full suite:
2583 passed, 32 skipped, 0 failed.

* security(auth): throttle JSON /auth/password/setup — closes form-throttle bypass

Second code-review pass on PR #165 caught a fifth gap: POST /auth/password/setup
(JSON variant, kept for backward compat) consumes the same setup_token as
the web form /setup/confirm but was unthrottled — an attacker brute-forcing
the token just switches from the form path to the JSON path and resumes
at unbounded RPS. Apply the same 10/min limit and signature shape used
on /setup/confirm.

Also extend CHANGELOG note about the JSON-variant bypass for future
operators reading the security entry.

Test: 1 new case (test_password_setup_json_rate_limited_after_10_requests),
9 rate-limit tests + 28 password-flow tests + 41 auth-provider tests pass,
no regressions.

* chore(release): cut 0.30.1 — auth security hardening (rate limit + last-admin guard)
2026-05-02 21:08:33 +02:00
ZdenekSrotyr
dc03837a7b feat(query-api): better error message when --remote query references a materialized-but-not-rebuilt id
E2E sub-agent finding: `da query --remote "SELECT * FROM <id>"` against a
materialized table that hasn't yet been rebuilt in the server's
analytics.duckdb returns a confusing DuckDB "Table does not exist"
message even though the table is in the registry. Materialized rows
produce parquets at `${DATA_DIR}/extracts/<source>/data/<id>.parquet`,
but the orchestrator's master-view creation is `_meta`-driven — fresh
instances or pre-tick states have the registry row without a
corresponding view, so analysts hit the bare "does not exist" with no
path forward.

Improve the error rendering in `app/api/query.py:execute_query`. When
DuckDB raises a "table does not exist" error, scan the registry for any
`query_mode='materialized'` row whose id or name appears in the failed
SQL. On a hit, return a 400 whose detail names the table, explains the
materialize state, and offers two concrete next steps:

1. Run `da sync` (or wait for the scheduler tick / hit
   POST /api/sync/trigger) to materialize the parquet, OR
2. Query the source directly via the catalog alias when the registry row
   carries bucket+source_table (e.g. `bq."dataset"."table"` for BigQuery,
   `kbc."bucket"."table"` for Keboola).

Detection is bounded — the registry round-trip only fires when DuckDB's
error mentions a missing table, so happy-path queries pay no cost.
Non-materialized unknowns fall through to DuckDB's raw error.

2 new tests: materialized id surfaces the hint with the bucket+source_table
payload; unknown table falls back to the generic error path with no false
positive on the new hint.
2026-05-01 23:09:52 +02:00
ZdenekSrotyr
bc3ba0d43d feat(admin-api): reject register-table for source_type not configured on instance
E2E sub-agent finding: instance configured with `data_source.type='bigquery'`
and no `data_source.keboola.*` block. Admin POSTs `{source_type: 'keboola'}`
to /api/admin/register-table → returns 201, row lands in the registry, but
never syncs because the scheduler has no Keboola URL/token to ATTACH
against. Operator only notices the gap when `da catalog` keeps showing
nothing.

The new `_validate_source_type_configured` helper runs immediately after
the id/view-name collision checks in `register_table`. A source_type is
considered configured when:

- it matches `get_data_source_type()` (the instance's primary), OR
- a non-empty `data_source.<source_type>` block exists in the effective
  `instance.yaml` (multi-source instance), OR
- it's in `_SOURCE_TYPES_INDEPENDENT_OF_DATA_SOURCE` (Jira / local — both
  get data through paths that don't involve `data_source.*`).

Returns 422 with a message that names the configured primary source and
points at `/admin/server-config` for enabling a secondary one. None /
empty source_type is still tolerated for backward compat with legacy CLI
scripts that don't set the field — the route resolves it later.

5 new tests cover: keboola-on-bq rejected, bq-on-keboola rejected,
matching source_type still works, jira allowed regardless, omitted
source_type passes through.

Existing tests that registered Keboola rows on the unconfigured default
test instance now opt into a `keboola_instance` fixture to satisfy the
new validator (tests/test_admin_bq_register.py + .keboola_materialized
+ .unregister_cleanup; the multi-source PUT test in test_admin_bq_register
adds a `keboola` block to its synthetic config).

Pre-existing test_missing_project_returns_error failure in
TestRebuildFromRegistry is unrelated (config-cache leakage from a
previous test in the same class) — confirmed pre-existing on the prior
commit via `git stash` reproduction.
2026-05-01 23:04:51 +02:00
ZdenekSrotyr
dd46461c6c fix(admin+orchestrator): DELETE registry drops parquet + sync_state; rebuild skips orphan parquets
E2E sub-agent finding: register a materialized BQ row → sync to materialize
the parquet at `/data/extracts/bigquery/data/<id>.parquet` → DELETE the
registry row. The DB row goes away but:

- the parquet file stays on disk forever, AND
- the sync_state row stays, so `/api/sync/manifest` keeps advertising the
  dropped table to `da sync`, AND
- the orchestrator's next rebuild can resurrect a master view by picking
  up the leftover parquet.

Two-part fix in `unregister_table`:

1. For materialized rows on bigquery/keboola, remove
   `${DATA_DIR}/extracts/<source_type>/data/<name>.parquet` (and any stale
   `<name>.parquet.tmp` from a crashed prior materialize). Filename is
   keyed on `table_registry.name` to match sync_state bookkeeping.
   File-removal errors are logged but don't fail the DELETE — the registry
   row is already gone, and an orphan parquet won't get a master view at
   next rebuild because the orchestrator's _meta-driven scan never picks
   up bare parquet files.

2. Always clear `sync_state` + `sync_history` rows for the dropped table_id
   so the manifest stops advertising the table — applies to all source
   types and modes, not just materialized, since any synced row had a
   sync_state entry.

Orchestrator-side defensive guard (Finding 2b) is a no-op in the current
implementation: `_attach_and_create_views` only creates master views from
`_meta` rows in each connector's `extract.duckdb`, so a parquet without a
matching `_meta` entry is already invisible to the rebuild. The new
test `test_orchestrator_skips_orphan_parquet_in_extracts` is kept as a
regression guard for that contract.

5 tests cover: BQ + Keboola materialized DELETE removes parquet, remote
DELETE doesn't error trying to remove a non-existent file, sync_state
cleared on DELETE, orchestrator orphan-skip invariant.
2026-05-01 22:54:11 +02:00
ZdenekSrotyr
f0979f997a fix(admin-api): reject backtick BQ-native source_query at register; surface materialize errors per-row
E2E testing showed admin POSTs of materialized BQ rows whose source_query
uses BigQuery-native backtick identifiers (`prj.ds.t`) silently no-op'd at
the next sync tick — the materialize path runs the SQL through the DuckDB
BQ extension's COPY which uses DuckDB's parser; backticks aren't recognized
and the query either parse-errors or matches zero rows. No parquet lands at
the canonical path and no error reaches an operator-visible surface.

Two-part fix:

1. RegisterTableRequest's _check_mode_query_coherence model_validator now
   rejects any source_query containing a backtick with a 422 + actionable
   message pointing at the DuckDB equivalent (bq."dataset"."table"). Same
   check is applied in update_table on the merged record so PATCHes that
   flip a stored source_query to backtick form are also caught. Covers BQ
   AND Keboola materialized rows since both connectors funnel source_query
   through DuckDB's COPY.

2. _run_materialized_pass now persists per-row failures via the new
   SyncStateRepository.set_error / clear_error methods (existing
   sync_state.error / status columns — no schema migration). GET
   /api/admin/registry enriches each row with `last_sync_error` from a
   single batched SELECT against sync_state, so the admin UI / da admin
   status can show "this table failed last sync because: X" instead of
   operators having to trawl scheduler logs. Recovered rows have the
   error cleared automatically — update_sync's success path resets
   status='ok' / error=NULL on the upsert.

The materialized-path test fixture's _materialized_payload helper is
updated to use DuckDB-flavor SQL (the prior backtick example pre-dated the
fix). 6 new tests cover register/update rejection on BQ + Keboola, the
sync_state error persistence, and the registry response surface.
2026-05-01 22:51:02 +02:00
ZdenekSrotyr
7052a23552 release(0.30.0): per-connector tab UI + Keboola materialized parity + /admin/server-config full exposure
Highlights (full prose in CHANGELOG.md [0.30.0]):

- Smart local sync — Claude Code SessionStart/SessionEnd hooks via 'da analyst setup' + 'da sync --quiet' for hook-friendly output
- query_mode='materialized' end-to-end for BigQuery + Keboola — admin SELECT (against bq.dataset.x or kbc.bucket.table) → scheduler runs through DuckDB extension → parquet → da sync distribution
- /admin/tables per-connector tabs (BigQuery / Keboola / Jira), full Keboola Custom-SQL parity, form cleanup, per-row Manage access deep link
- /admin/server-config known-fields registry + structured nested editor: surfaces BQ optional knobs (billing_project, legacy_wrap_views, max_bytes_per_materialize), ai.base_url, new openmetadata + desktop sections, full corporate_memory governance schema
- da diagnose warns on USER_PROJECT_DENIED-prone billing_project=project config
- Schema v20 — adds source_query TEXT to table_registry
2026-05-01 20:38:34 +02:00
ZdenekSrotyr
b627de8344 feat(diagnose) + docs: warn on USER_PROJECT_DENIED footgun + document all newly-exposed knobs
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)
2026-05-01 20:27:24 +02:00
Vojtech
c364f65127
fix(tls-rotate): self-signed fallback sets basicConstraints=critical,CA:FALSE (#159)
* fix(tls-rotate): self-signed fallback sets basicConstraints=critical,CA:FALSE

OpenSSL's default '[v3_ca]' config marks CA:TRUE on 'req -x509', which
causes strict TLS stacks (rustls / webpki, used by uv, cargo, and
future versions of pip) to reject the cert with
'invalid peer certificate: CaUsedAsEndEntity' per RFC 5280 §4.2.1.9.
Browsers, curl, and OpenSSL-based clients tolerated the violation,
hiding the bug until a uv user hit it.

Affects every VM running on the self-signed fallback while the corp
PKI hasn't published the real chain yet. Fix lands on the next
agnes-tls-rotate.timer tick (or 'systemctl start
agnes-tls-rotate.service' for an immediate refresh). Existing CSR /
real-cert paths unaffected; only the bring-up fallback regenerates.

* chore(release): cut 0.29.0

---------

Co-authored-by: ZdenekSrotyr <zdenek.srotyr@keboola.com>
2026-05-01 12:23:14 +02:00
Vojtech
bd7b8c3233
fix(analyst): document BigQuery remote-query capability in bootstrap CLAUDE.md template (#154)
* fix(analyst): document BigQuery remote-query capability in bootstrap CLAUDE.md template

Closes #153.

The CLAUDE.md template generated by `da analyst bootstrap` (config/claude_md_template.txt)
covered metrics, sync, corporate memory, and directory layout — but had ZERO
mention of query_mode: "remote", da fetch, da query --remote, or --register-bq.
Result: the AI analyst running in a freshly-bootstrapped workspace had no
idea BigQuery-backed tables existed, no path to fetch unsynced data, and no
fallback for tables not in the catalog.

Validated against /Users/<user>/foundry-ai/foundryai-data-analyst/CLAUDE.md
on 2026-05-01: section confirmed missing. Workspace-level (parent-dir)
CLAUDE.md carried legacy SSH-heredoc instructions but the analyst-level
file (which Claude reads as primary project context) had nothing.

## Changes

### config/claude_md_template.txt (+83)

Added a `## Remote Queries (BigQuery)` section covering:

- Discovery first — `da catalog --json | jq '...'` to see all tables
  with their query_mode, then `da schema` and `da describe` for shape.
- Three query patterns:
  - `da fetch` (preferred) — materialize a filtered subset locally,
    query the snapshot, drop when done.
  - `da query --remote` — one-shot server-side execution (cheap probes).
  - `da query --register-bq` — hybrid joins between local + ad-hoc BQ.
- `da fetch` estimate-first discipline — rules of thumb on
  --select / --where / --estimate / snapshot reuse.
- BigQuery SQL flavor cheat sheet for `--where` (DATE literal,
  DATE_SUB, REGEXP_CONTAINS, CAST AS INT64).
- Unknown-table fallback: when a table isn't in `da catalog` at all,
  use ad-hoc `--register-bq` if the agnes server SA has BQ access, or
  ask admin to register with `query_mode: "remote"` for ongoing use.
- Pointer to `da skills show agnes-data-querying` for deeper guidance.

### docs/setup/claude_md_template.txt (deleted)

Stale 359-line template that documented the deprecated SSH-heredoc
remote_query.sh protocol. No code references it (verified via grep
across .py / .sh / .yml / .md). Removing eliminates two failure
modes:
1. A future refactor accidentally pulling it into a workspace and
   shipping deprecated guidance to analyst Claude sessions.
2. Reviewer confusion over which template is canonical.

### CHANGELOG.md

`### Fixed` and `### Removed` entries under [Unreleased].

## Tested

- Manually walked the diff against `da skills show agnes-data-querying`
  output on a live VM (foundryai-development) — patterns + flags
  match the modern CLI exactly.
- Re-bootstrap test deferred: requires network round-trip; pattern
  is identical to existing template substitution path so render is
  not at risk.

## Out of scope

- The companion gap that data_description.md often only enumerates
  query_mode: "local" tables (no signal that other modes exist) —
  separate concern, fix likely belongs in the metadata generator
  on the server side, not in the analyst template.
- Encouraging admins to register frequently-queried BQ tables as
  `query_mode: "remote"` in the registry — workflow improvement, not
  a code bug.

* chore(release): cut 0.28.0

---------

Co-authored-by: ZdenekSrotyr <zdenek.srotyr@keboola.com>
2026-05-01 12:06:41 +02:00
minasarustamyan
d4ac84dd46
feat(rbac): drop dataset_permissions + users.role + is_public; v19 migration (#150)
* 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>
2026-04-30 22:02:16 +02:00
Vojtech
2447da7bb1
refactor(ops): bake all host artifacts into image, drop every curl-from-main (#149)
* refactor(ops): bake all host artifacts into image, drop every curl-from-main

Replaces the curl-from-main pattern (originally introduced in 0.25.0 for
agnes-auto-upgrade.sh; older for the compose files + Caddyfile) with image-
bundled host artifacts. Same-tag delivery for everything the host runs,
version-pinned by AGNES_TAG, atomically rolled back by reverting the image.

## Motivation

The customer-instance startup template was curling 6 files from
raw.githubusercontent.com on every VM boot:

  docker-compose.yml
  docker-compose.prod.yml
  docker-compose.host-mount.yml
  docker-compose.tls.yml
  Caddyfile
  scripts/ops/agnes-auto-upgrade.sh   (added in 0.25.0)

Every one of them already lives inside the image (`COPY . .` copies the
whole repo to /app/). Curling them from the public internet duplicates
content the image already carries and introduces three problems:

1. **Split-brain version pinning.** image_tag pins the docker image to an
   immutable digest. The compose files + script bypassed that pinning by
   tracking `main` (or the rarely-set compose_ref). A customer pinned to
   stable-2026.04.516 could wake up tomorrow with their host artifacts
   floating on whatever shipped to main overnight — even though they're
   explicitly pinned for stability.

2. **No rollback knob.** Reverting a bad host artifact meant reverting
   the upstream PR globally — affects every customer that reboots after
   the bad commit. No "rollback for me only" path; tag-pinning gave no
   protection.

3. **Public-internet dependency on every boot.** The image is already
   pulled from a private registry on the same boot. Reusing that channel
   is strictly cheaper than adding a second one. Customers with restricted
   egress (no raw.githubusercontent.com reachability) silently broke on
   every boot.

## Changes

### Dockerfile (+19 -8)

After `COPY . .` and before the wheel build, an explicit `cp` lifts every
host-side artifact into a stable contract path /opt/agnes-host/:

  agnes-auto-upgrade.sh                  (mode 0755 — host cron driver)
  docker-compose.{yml,prod,host-mount,tls}.yml
  Caddyfile                              (mode 0644)

Why a copy instead of pointing at /app directly: /app is owned by uid 999
(USER agnes); /opt/agnes-host is root-owned, mode 0755 across the board,
stable path that won't shift if /app structure refactors.

### infra/modules/customer-instance/startup-script.sh.tpl (+22 -36)

Replaced six curls and the standalone agnes-auto-upgrade.sh extract block
(introduced earlier in this PR) with one extract sequence in section 3:

    docker pull "$${IMAGE_REPO}:$${IMAGE_TAG}"
    EXTRACT_CONTAINER=$(docker create "$${IMAGE_REPO}:$${IMAGE_TAG}")
    trap "docker rm '$EXTRACT_CONTAINER' >/dev/null 2>&1 || true" EXIT
    docker cp "$EXTRACT_CONTAINER:/opt/agnes-host/." "$APP_DIR/"
    docker cp "$EXTRACT_CONTAINER:/opt/agnes-host/agnes-auto-upgrade.sh" /usr/local/bin/agnes-auto-upgrade.sh
    chmod +x /usr/local/bin/agnes-auto-upgrade.sh

The auto-upgrade section (#6) is now a no-op — script is already in place.

### infra/modules/customer-instance/variables.tf (+1 -1)

`compose_ref` marked DEPRECATED in description. Default unchanged for
one release cycle to avoid breaking existing terraform plans. Will be
removed in a future major bump.

### CHANGELOG.md

`### Changed` entry under [Unreleased] — supersedes the narrower entry
this PR previously had (which only covered the script).

## Out of scope (filed as follow-ups)

1. **agnes-the-ai-analyst-infra/startup.sh (operator deploy)** still
   curls the same artifacts from main. Symmetric fix needed there.
   Will file as a separate PR against the infra repo.

2. **Self-update inside agnes-auto-upgrade.sh** after a successful
   `docker compose pull` of a new digest. Otherwise the running cron
   keeps using the OLD baked-in script for one tick after image upgrade.
   ~10 LOC. Deferred to keep this PR scoped.

3. **scripts/ops/agnes-tls-rotate.sh** has the same shape — host-side
   bash currently sourced via the infra repo. Should follow the same
   bake-into-image pattern.

## Tested

- Local: `docker build .` succeeds with the new RUN block.
- `docker create` + `docker cp /opt/agnes-host/.` round-trips all 6
  artifacts; sha matches each source file.
- Not yet tested on a live VM bring-up — that requires a CI image with
  this Dockerfile change. **Recommend reviewer trigger CI build, then
  do a single VM-recreate against a dev VM (e.g. foundryai-development)
  to confirm the extract path works end-to-end before merge.**

## Compatibility

- Existing VMs running 0.25.0 are unaffected — they have host artifacts
  in place from `curl from main` already; this PR doesn't touch them.
  They pick up the new pattern only on next VM recreate.
- VMs pinned to an image_tag *older* than this PR (no /opt/agnes-host
  in the image) would FAIL the docker cp. Current diff fails-loud (no
  fallback). Recommend operators upgrade to a fresh-enough image_tag
  alongside the template upgrade — same coupling as any compose-flag bump.

* docs(infra): document image_tag >= v0.26.0 minimum on prod/dev_instances

The new startup script extracts host artifacts from /opt/agnes-host/
inside the image — a directory added in this PR (will ship as v0.26.0).
Pinning image_tag to an older tag would fail-loud at first boot with
'docker cp: No such file or directory'. Existing VMs are unaffected
because the module ignores metadata_startup_script changes.

Devin ANALYSIS_0004 on PR #149.

* fix(changelog): mark BREAKING + drop private-repo reference

Per CLAUDE.md, breaking changes start with **BREAKING** so operators
can grep before bumping the pin. The image_tag minimum constraint
introduced here qualifies — older tags fail-loud at first boot.

Also drop the explicit 'agnes-the-ai-analyst-infra' name from the
entry; the OSS distribution shouldn't reference operator-side
deploy templates by their private-repo names. Generic 'consumer-
side deploy templates' wording instead.

Devin BUG_0001 + WARN_0001 on PR #149.

* chore(release): cut 0.26.0

---------

Co-authored-by: ZdenekSrotyr <zdenek.srotyr@keboola.com>
2026-04-30 21:40:25 +02:00
Vojtech
ddffdfeafd
fix(ops): fail-fast guard in agnes-auto-upgrade — refuse start if config disk not mounted (#146)
* fix(ops): fail-fast guard in agnes-auto-upgrade — refuse to start containers if config disk not mounted

Companion to keboola/agnes-the-ai-analyst-infra#62. Same incident:
foundryai-development 2026-04-30, marketplaces / DuckDB / session secret
written to /data (sdb) instead of the config disk (sdc), wiped on next
container recreate.

## Why an app-side guard

agnes-auto-upgrade.sh fires every 5 min on every VM. If `/data/state` is
not on the config disk (because of the propagation regression fixed by the
infra PR, or the boot-time udev race fixed by infra #58, or any future
mount-loss path), this script previously ran `docker compose up -d`
anyway — and the app silently wrote state onto the wrong disk. Next
recreate, that state was gone.

The boot-time fixes in infra are preventive. This is the runtime backstop.

## Behavior

Before the existing pull/up logic, when /dev/disk/by-id/google-config-disk
exists on the VM:

1. Up to 3 mount-and-verify attempts with backoff (2s, 4s, 6s).
   - Mount the config disk if /data/state is not a mountpoint.
   - Detect mismatch: if /data/state is mounted from the wrong source,
     umount and retry.
2. After the loop, assert findmnt source matches the config disk.
   - On mismatch: `logger -t agnes-auto-upgrade FATAL` + exit 1. systemd
     marks the service failed; no docker compose action runs; existing
     containers (if any) keep running on stale state, but no new write
     lands on the wrong disk.
3. Once verified mounted: re-apply `mount --make-rprivate /data /data/state`
   on every run. Idempotent. Guards against propagation regressions
   sneaking back in via future docker / kernel changes.

VMs without a config disk (foundryai-poc, single-disk legacy) skip the
whole block — the `if [ -e $CONFIG_DEVICE ]` guard.

## Tested

Patched script installed on foundryai-development as a hotfix; manual run
post-migration was a no-op (digest unchanged); /data/state stayed on sdc
across a full `docker compose down + up -d` cycle.

## Rollout

- This file is fetched by infra startup.sh from
  raw.githubusercontent.com/keboola/agnes-the-ai-analyst/main on every
  boot. Once merged to main, all VMs pick up the new script on their
  next boot — no infra recreate needed.
- For immediate rollout to running VMs without waiting for next boot:
  `scp scripts/ops/agnes-auto-upgrade.sh <vm>:/tmp/ &&
   ssh <vm> sudo install -m755 -o root -g root /tmp/agnes-auto-upgrade.sh
   /usr/local/bin/agnes-auto-upgrade.sh` (already done on
  foundryai-development).

* chore: vendor-agnostic comment + changelog text

Drop customer-specific VM names from the script comment and
CHANGELOG entry. The OSS distribution should not name a particular
operator's hosts; the technical description already conveys why
the guard exists.

* fix(ops): suppress mount stderr in retry loop

Match the rest of the script's error-tolerant idiom (2>/dev/null).
Mount failures in the cold-boot udev race the loop is designed
to handle gracefully should not flow to stdout — cron would mail
on every transient retry.

Devin BUG_0001 on PR #146.

* fix(changelog): move auto-upgrade entry to [Unreleased]

Entry landed under v0.20.0 because that section was [Unreleased]
when this branch first opened — releases v0.21–v0.24 cut in the
meantime stranded it inside an already-released section. Move it
back where new entries belong.

Devin BUG_0001 on PR #146.

* fix(infra): single-source agnes-auto-upgrade.sh via curl from main

Replace the inline heredoc copy of the auto-upgrade script in the
customer-instance Terraform startup template with a curl fetch from
raw.githubusercontent.com on every boot. The inline copy had drifted
several iterations behind canonical scripts/ops/agnes-auto-upgrade.sh
(missing TLS overlay detection, array-form COMPOSE_FILES, and now
the config-disk fail-fast guard from this PR).

Devin ANALYSIS_0001 on PR #146.

* fix(infra): fetch docker-compose.tls.yml unconditionally + document coupling

The canonical agnes-auto-upgrade.sh from main detects TLS at runtime
via cert files on disk, regardless of the TLS_MODE Terraform variable.
Certs can appear after boot via agnes-tls-rotate.sh or manual
provisioning, and the cron job would then fail every 5 min under
'set -euo pipefail' because docker-compose.tls.yml was never fetched.

Also document the main-vs-COMPOSE_REF coupling: when the canonical
script references a new compose file, the fetch list above must be
updated to match — pinned-ref VMs would otherwise break.

Devin BUG_0001 + ANALYSIS_0001 on PR #146.

* fix(ops,infra): unconditional Caddyfile + skip tls overlay if missing

Caddyfile fetch now matches docker-compose.tls.yml: unconditional in
startup-script.sh.tpl. Without it, Docker would auto-create an empty
directory at the bind-mount target and Caddy would crash-loop while
the tls overlay has already closed :8000 — making the app
unreachable on any non-caddy VM where certs land via rotate or
manual provisioning.

Defensive layer: agnes-auto-upgrade.sh now also requires Caddyfile
to exist (size > 0) before activating the tls profile, with a
WARN log if it's missing. Belt-and-suspenders so the failure mode
is contained even when the script is deployed by some other path
(not just the customer-instance TF module).

Devin BUG_0001 on PR #146.

* chore(release): cut 0.25.0

---------

Co-authored-by: ZdenekSrotyr <zdenek.srotyr@keboola.com>
2026-04-30 20:07:22 +02:00
minasarustamyan
fb1573766a
feat(admin): users/groups UI polish + SSO lock + v18 migration (#142)
Cuts release 0.24.0.

## Highlights
- SSO-managed accounts read-only for password / delete operations (UI + API). New `is_sso_user` flag derived from group memberships.
- Admin/Everyone system rows show `google_sync` chip + Workspace email subtitle when env-mapped.
- Origin pill vocabulary unified across `/admin/groups`, `/admin/access`, `/admin/users`, `/admin/users/{id}`, `/profile` (Admin yellow, Everyone gray, google_sync green, custom purple).
- Effective-access readout no longer short-circuits for admin users — always renders per-resource breakdown.
- Schema migration v18 drops stranded non-google memberships in env-mapped Admin/Everyone groups (cleans up v13's blanket Everyone backfill).

## Devin findings addressed
- _is_sso_user requires source='google_sync' on system-group branches (so v13 system_seed memberships in env-mapped Everyone don't lock out the admin).
- POST add-to-group returns correct origin via _derive_origin (matching GET).
- 8 customer-specific token instances (groupon.com / foundryai) replaced with vendor-neutral placeholders across templates, tests, and CHANGELOG.
- deriveDisplayName name-skip for canonical "Admin"/"Everyone" so an overlapping AGNES_GOOGLE_GROUP_PREFIX doesn't mangle the chip text.

See CHANGELOG [0.24.0] for full notes.
2026-04-30 15:16:04 +02:00
ZdenekSrotyr
f3d252f17d
fix(tls-rotate): chown CERT_DIR to UID 999 so the app container can read its own certs (#143)
The script's `mkdir -p` left ownership of `/data/state/certs/` to whichever
process won the create race — root when systemd's timer fired before the
app container's first volume init, UID 999 when the container ran first.
With mode 700, a root-owned dir blocks the UID-999 agnes container from
reading its own fullchain.pem; `_read_agnes_ca_pem()` returns None, and
the cross-platform TLS trust block (Step 0 from PR #137) silently
disappears from the /install setup prompt. Operators on the unlucky-race
VMs got a setup prompt that couldn't bootstrap client trust against the
self-signed host. Existing VMs self-heal on next timer tick.
2026-04-30 13:21:59 +02:00
ZdenekSrotyr
70672204fe
feat(memory): admin Edit + MEMORY_DOMAIN RBAC + ai-section UI (#141)
Cuts release 0.23.0.

## Highlights
- Single-item Edit button on every memory item card (modal hits PATCH /api/memory/admin/{id}).
- MEMORY_DOMAIN RBAC resource type — admins grant user_groups access to specific domains via /admin/access. Composes with existing audience filter (OR semantics, no-op when no grants).
- ai: section editable in /admin/server-config — admins can set ANTHROPIC_API_KEY / model / provider / base_url for the corporate-memory extractor without editing instance.yaml directly. api_key auto-masked.

## Devin findings addressed
- Modal NULL→empty fix (audience visibility wouldn't break).
- Stats endpoint granted_domains parity with list endpoint.
- Documented intentional MEMORY_DOMAIN→audience bypass.
- Documented conscious ai.base_url SSRF exclusion (legit internal LiteLLM/vLLM proxies).

See CHANGELOG [0.23.0] for full notes.
2026-04-30 11:04:41 +02:00
ZdenekSrotyr
83adf01bde
fix(v2): #134 BigQuery cross-project errors return structured 502/400 + BqAccess facade (#138)
* 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.
2026-04-30 10:11:20 +02:00
ZdenekSrotyr
b5178fe942
fix(ci): smoke-test stale route + rollback ghcr auth + issues:write (#140)
Three CI fixes triggered by the failed PR #137 deploy:

1. scripts/smoke-test.sh: assertion 8 was hitting /api/admin/tables (renamed to /api/admin/registry long ago). The 404 was treated as deployment regression and triggered the auto-rollback. Same stale URL also fixed in CLAUDE.md, README.md, dev_docs/server.md.

2. .github/workflows/release.yml smoke-test job: added Log in to GHCR step. The auto-rollback's docker push :stable was failing with 'unauthenticated' because the smoke-test job had no GHCR login of its own — leaving :stable pointing at the broken image.

3. Rollback step gained GH_TOKEN env, AND the workflow's permissions block gained issues:write. Both were needed for gh issue create to actually create the alert issue (was silently swallowed by the || echo fallback).

Manual cleanup outside this PR: :stable currently points at the broken PR #137 image — needs manual retag back to stable-2026.04.505.
2026-04-30 09:42:27 +02:00
minasarustamyan
4ec5ff44dd
feat(setup): cross-platform TLS bootstrap + marketplace plugin install (#137)
Bootstraps the Agnes Claude Code marketplace + RBAC-allowed plugins from
the dashboard CTA, and inlines the server's TLS cert when the chain isn't
publicly trusted (self-signed / private CA). Cross-platform setup prompt
covers Windows Git Bash, macOS, Linux. Includes Bun-compiled `claude` fix
(macOS goes via git-clone fallback, same as Windows), PAT stripping after
clone, explicit error handling, and four rounds of Devin Review fixes
(phantom step references, $PLATFORM re-detection, heredoc/awk line-count
sync). Cuts 0.21.0.

See CHANGELOG.md [0.21.0] section for details.
2026-04-30 08:56:45 +02:00
Vojtech
38f6b639d2
feat(observability): request_id end-to-end + dev debug toolbar + centralized logging (#136)
Cuts release 0.20.0.

## Highlights
- X-Request-ID header on every response + sanitized to [A-Za-z0-9_-] (CRLF log-forging mitigation)
- Error pages (HTML + JSON 500) surface request_id for support tickets
- Dev debug toolbar gated by DEBUG=1 — fastapi-debug-toolbar with custom DuckDBPanel
- Centralized app.logging_config.setup_logging() replaces 23 scattered basicConfig calls
- Telegram bot drops bot.log file — stdout only (BREAKING)

## Devin findings addressed
- BUG_0001: .env.template no longer claims FastAPI debug=True
- BUG_0002: subprocess extractor logs INFO to stderr again
- ANALYSIS_0003: _wants_html no longer matches Accept: */* (curl gets JSON as before)
- BUG on b1c6ee9: HTML 500 page no longer leaks str(exc) in production
- BUG on b13d2fe: 2 CLAUDE.md compliance flags (transform.py + ws_gateway) accepted as scope-limited logging refactor — follow-up to update CLAUDE.md if needed

See CHANGELOG [0.20.0] for full notes.
2026-04-29 22:54:21 +02:00
ZdenekSrotyr
b7a1795834
feat(scheduler): re-wire sync_schedule + script.schedule; tune via env; OpenMetadata TLS (#135)
Bundles 4 issues:
- #79 — table_registry.sync_schedule honored at runtime (API-side filter + Pydantic validators)
- #78 — script_registry.schedule honored via new POST /api/scripts/run-due (atomic claim, BackgroundTask exec, deploy-time safety validation)
- #77 — sidecar JOBS env-driven (SCHEDULER_DATA_REFRESH_INTERVAL/HEALTH_CHECK_INTERVAL/SCRIPT_RUN_INTERVAL/TICK_SECONDS)
- #89 — OpenMetadataClient verify=True default (BREAKING for self-signed)

Cuts release 0.19.0. See CHANGELOG for full notes incl. Known Limitations.
2026-04-29 22:06:30 +02:00
minasarustamyan
953bd9d250
fix(marketplace): use plugin.json name in synth marketplace.json (#133)
Closes the /plugin UI 'Plugin <X> not found in marketplace' bug. Synth marketplace.json catalog 'name' now reads from <plugin_dir>/.claude-plugin/plugin.json (with fallback to upstream marketplace.json name). On-disk plugins/<slug>-<plugin>/ layout preserved so cross-marketplace files don't collide. /marketplace/info exposes both name and prefixed_name (BREAKING — downstream tooling parsing 'name' for the slug-prefixed form must switch to prefixed_name).
2026-04-29 19:25:57 +02:00
ZdenekSrotyr
514fe2c8b6
chore(release): cut 0.18.0
Bundles #119 (BigQuery register-table M1), #126 (memory tree+duplicates+bulk-edit), #131 (Google groups prefix filter, BREAKING — auto-Everyone removed).
2026-04-29 14:34:58 +02:00
minasarustamyan
c940593a90
feat(auth): Google Workspace group prefix filter + system mapping (#131)
Three new env vars wire the Google OAuth callback to a configurable Workspace prefix and route admin/everyone Workspace groups onto the seeded system rows: AGNES_GOOGLE_GROUP_PREFIX, AGNES_GROUP_ADMIN_EMAIL, AGNES_GROUP_EVERYONE_EMAIL. Login gate redirects users with no prefix-matching group to /login?error=not_in_allowed_group. BREAKING: auto-Everyone membership for new users removed. Admin UI/API are read-only on Google-managed groups. See docs/auth-groups.md.
2026-04-29 14:08:04 +02:00
ZdenekSrotyr
82c5d71d63
feat(memory): #62 — duplicate hints + tree-view + bulk-edit (#126)
Issue #62. Tree view with cross-axis filtering, duplicate-candidate hints (Jaccard score on entity overlap), bulk-edit endpoints (PATCH /api/memory/admin/{id} + POST /api/memory/admin/bulk-update), schema v17 (knowledge_item_relations), full CLI parity (da admin memory tree/edit/bulk-edit/duplicates list/resolve).
2026-04-29 13:55:15 +02:00
ZdenekSrotyr
1824b9dd9c
feat(admin): #108 M1 — BigQuery table registration in UI + CLI (#119)
Issue #108 Milestone 1. Adds BigQuery table registration via /admin/tables UI and `da admin register-table` CLI without hand-editing table_registry. POST /api/admin/register-table/precheck for round-trip validation. --dry-run flag on CLI. Audit-log entries on register/update/unregister. PUT /api/admin/registry/{id} now preserves registered_at (closes #130).
2026-04-29 13:18:31 +02:00
ZdenekSrotyr
995e4cd366
fix(scheduler): HTTP marketplaces job + SCHEDULER_API_TOKEN shared secret (#127)
* fix(scheduler): HTTP marketplaces job + SCHEDULER_API_TOKEN shared secret

Two scheduler-reliability bugs surfaced after the v0.12.1 USER-agnes flip:

1. The marketplaces job called src.marketplace.sync_marketplaces() in-process
   from the scheduler container, racing the app's long-lived system.duckdb
   handle. DuckDB rejects cross-process writers — every cron tick 500-ed on
   "Could not set lock on file ... PID 0".

2. The data-refresh + new marketplaces jobs both 401-ed on the API because
   SCHEDULER_API_TOKEN was never propagated by the Terraform startup script.
   The scheduler had no credential to authenticate with.

Fix:
- New POST /api/marketplaces/sync-all (admin-only) drives the nightly refresh
  through the app process so it inherits the existing DB connection.
- Scheduler swaps fn->http for marketplaces; all jobs are now plain HTTP and
  the scheduler is reduced to a cron clock.
- New app/auth/scheduler_token.py adds a shared-secret auth path. The
  startup script generates a 256-bit secret on first boot, persists it
  across reboots, and writes it to /opt/agnes/.env. Both containers source
  the same .env. The app validates incoming Bearer tokens against the env
  var (constant-time, length-floored) and resolves matches to a synthetic
  scheduler@system.local user that's a member of the Admin system group.
  Audit-log entries from the scheduler are attributed to this user.
- app/main.py seeds the synthetic user at startup so the first cron tick
  has a valid actor; lazy seed in get_scheduler_user covers token rotation
  before the next app restart.

Tests: 5 new in tests/test_auth_scheduler_token.py covering empty/short
secret rejection, exact-match comparison, idempotent user seeding, and
lazy provisioning. 142 marketplace + scheduler tests + 96 auth tests
remain green.

Existing VMs with .env from before this change need a one-time
re-provisioning (re-run startup-script or rotate via openssl rand);
documented in CHANGELOG.

* fix(audit): use '_all' sentinel for bulk marketplace sync — Devin review #127

Avoids the literal string 'marketplace:None' in the audit_log resource
column when the bulk sync endpoint writes its summary row.

* fix(scheduler): unblock event loop + per-job timeouts — Devin review #127

Two findings from Devin re-review on commit 5fbad15:

1. BUG: trigger_sync_all was async def, so FastAPI ran it on the asyncio
   event loop. sync_marketplaces() does blocking I/O (subprocess git
   clones up to GIT_TIMEOUT_SEC=300 each, threading.Lock, DuckDB writes)
   and would freeze every concurrent request for the duration of a bulk
   sync. Switched to plain def so FastAPI auto-routes to the thread pool.

2. ANALYSIS: scheduler used a fixed 120s httpx timeout for every POST.
   Bulk marketplace sync iterates the registry under a single lock with
   up to 300s per repo — easily exceeds 120s on 2-3 slow repos. The
   scheduler then sees a timeout, doesn't update last_run, and re-fires
   on the next 30s tick, queueing redundant work. Per-job timeout
   override added to the JOBS tuple; marketplaces gets 900s (15 min),
   data-refresh keeps 120s, health-check 30s.

* fix(auth): require_session_token rejects scheduler shared secret — Devin review #127

require_session_token gates /auth/tokens (PAT minting). Pre-fix it only
rejected JWTs with typ=pat — but the scheduler shared secret is an opaque
string, so verify_token() returns None, payload becomes {}, and the
PAT-claim check silently passed. A caller bearing SCHEDULER_API_TOKEN
could mint persistent PATs that survive a secret rotation.

Added explicit is_scheduler_token() check before the PAT-claim check;
new regression test in tests/test_auth_scheduler_token.py.

Devin's other note (pre-existing async def trigger_sync at marketplaces.py:392
also calls blocking sync_one) — Devin flagged it as out-of-scope for this PR
and I agree; tracking separately.

* release(0.17.0): cut + clean up CHANGELOG duplicates

Cuts 0.17.0 (minor: scheduler shared-secret auth + sync-all endpoint
plus the deploy-shape fixes that landed since the last release tag).

Bumps pyproject from 0.15.0 — also corrects the missed bump from PR #120
(v0.16.0 was tagged on GitHub and shipped as :stable, but pyproject
stayed at 0.15.0, so /api/version, /cli/latest, and `da --version` had
been under-reporting the running release).

Removes the long-form duplicate entries for 0.13.0 / 0.14.0 / 0.15.0
above [0.16.0] — the canonical short summaries (with GitHub-release
links) already exist below 0.16.0, the long forms were leftover state
from before those versions were cut and have been silently shadowed
ever since.
2026-04-29 11:44:00 +02:00
ZdenekSrotyr
61f6b8d2d5
feat(ci+tests): deploy safety audit — linting, rollback, smoke tests, 50+ new tests (#120)
Comprehensive deploy safety audit implementing 19 improvements across CI/CD pipeline, test coverage, and source code.

### CI/CD Pipeline
- ruff + mypy added to both release.yml and keboola-deploy.yml (continue-on-error)
- Smoke test added to keboola-deploy.yml (was missing)
- Automatic rollback on smoke test failure in release.yml
- Expanded smoke-test.sh with catalog, admin/tables, marketplace.zip, metrics
- Required status checks via .github/settings.yml
- Dependabot + CODEOWNERS + pre-commit hooks + ruff config

### Source Code
- DB schema version check in /api/health (db_schema: ok/mismatch/unhealthy)
- Config versioning (config_version: 1 in instance.yaml, non-blocking validation)
- BigQuery extractor ATTACH error handling (try/except around INSTALL+ATTACH)
- Post-deploy smoke test script for prod VM validation

### Test Coverage (~50 new tests)
- v13->v14 migration, Email magic link TTL, PAT, Marketplace ZIP/Git,
  Jira webhooks, Hybrid Query BQ, Keboola/BQ extractor failure modes,
  Orchestrator failure modes

Co-Authored-By: Devin <158243242+devin-ai-integration[bot]@users.noreply.github.com>
2026-04-29 09:18:55 +02:00
ZdenekSrotyr
6752c4a53e
fix(web): restore admin nav menu items (#122)
v13 RBAC migration nulled users.role and moved admin authority onto user_group_members. Header still gated on session.user.role == 'admin', so admin menu was hidden for everyone. Inject user['is_admin'] via is_user_admin in get_current_user; header reads session.user.is_admin.
2026-04-29 09:09:23 +02:00
ZdenekSrotyr
33b318e491
ci(release): build dev image on branch creation from main (#118)
Fixes the per-developer dev-VM workflow: paths-ignore on push skipped same-SHA branch creates, build-and-push.if was main+dispatch-only. Add create: trigger filtered to branch refs, broaden build-and-push.if, add concurrency group keyed on github.ref with cancel-in-progress to dedupe create+push collisions on new branches with code changes.
2026-04-29 08:15:30 +02:00
ZdenekSrotyr
1baadd172e
fix(ui): render shared header full-width on corporate memory pages (#117)
Move {% include '_app_header.html' %} out of .container-memory (max-width: 1000px)
in corporate_memory.html and corporate_memory_admin.html so the header spans the
viewport, matching dashboard.html. Page content stays constrained by the container.
2026-04-29 07:45:56 +02:00
PavelDo
e1108b6112
feat(memory): corporate memory v1+v1.5 + 0.15.0 (#72)
Adds corporate memory v1 (verification flywheel + contradiction detection + confidence scoring) and v1.5 (audience-based distribution + per-item privacy + admin curation). Server: GET /api/memory/bundle returns mandatory + ranked-approved items within a token budget; POST /api/memory/admin/mandate accepts an audience field gated against user_group_members; /api/memory/stats uses SQL aggregation. CLI: da sync writes received items to .claude/rules/km_*.md. Verification detector extracts knowledge candidates from session JSONL files. Auto-tagging via Haiku when ai: is configured. Adapted from the v9-era branch onto v13/v14 RBAC: _is_privileged_viewer + _effective_groups now query user_group_members JOIN user_groups; require_role(Role.KM_ADMIN) replaced with require_admin (km_admin collapsed into admin). Schema v15: knowledge_items context-engineering columns + knowledge_contradictions + session_extraction_state. Schema v16: verification_evidence. Cuts release v0.15.0 (also bundles #116 /me/debug page).
2026-04-29 07:16:22 +02:00
minasarustamyan
7a06f1a585
feat(auth): /me/debug self-only auth diagnostic page (#116)
Adds /me/debug HTML page rendering the logged-in user's own session state — decoded JWT claims (no raw token, sha256[:12] fingerprint for log correlation), group memberships with sources and bound external_id when present, resource grants effective via those memberships, and a Refetch from Google (dry-run) button that diffs a fresh fetch_user_groups call against the cached user_group_members snapshot. Gated by AGNES_DEBUG_AUTH env var (default off → 404, route existence undetectable in production). Self-only by construction: user_id is read from the validated session, never echoes raw JWT / password hash / full PAT. Tolerates v13 + v14 schemas via information_schema check on users.external_id.
2026-04-29 06:36:28 +02:00
ZdenekSrotyr
2e1dfb7553
feat(v2): claude-driven fetch primitives + 0.14.0 (#102)
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.
2026-04-29 01:07:19 +02:00
ZdenekSrotyr
a222f92e70
feat(admin): server configuration editor + 0.13.0 (#107)
Adds /admin/server-config UI for editing instance.yaml from the web. Hardening: SSRF gate on data_source URLs, narrow-overlay write strategy, atomic writes, audit log with secret masking on shape changes, threading lock on read-modify-write, corrupt-overlay refusal on write side + louder log on read side, modal Promise resolution on backdrop dismiss, sentinel scrub on save (defense-in-depth client+server). Bundles Windows PowerShell wrapper from #80. Cuts release v0.13.0.
2026-04-29 00:47:23 +02:00
David Rybar
cfe5771856
feat(dev): add Windows PowerShell wrapper for local development (#80)
Adds `scripts/run-local-dev.ps1` as a sibling of the bash script for Windows operators. Same compose stack (`docker-compose.yml` + `.dev.yml` + `.local-dev.yml`), same up/down/logs subcommands, same LOCAL_DEV_GROUPS default seeding. Restores caller's working directory and LOCAL_DEV_GROUPS on every exit path (success, error, Ctrl+C). Avoids advanced-script promotion so `up -d` / `down -v` reach docker compose instead of being eaten by -Debug/-Verbose.
2026-04-28 23:59:11 +02:00
ZdenekSrotyr
5f6bb7a4b2
fix(security+ops) + release(0.12.1): #82 #85 #87 hardening + cut 0.12.1 (#104)
* fix(security+ops): #82 #85 #87 — auth hardening, API validation, deploy posture

Security and operational hardening across three issue groups:

- M23: docker-compose.override.yml → docker-compose.dev.yml (BREAKING, prod foot-gun)
- C13: Container runs as non-root user 'agnes' (USER directive in Dockerfile)
- M21: Docker resource limits (mem_limit, cpus) on app + scheduler
- M22: Caddyfile security headers (X-Frame-Options, X-Content-Type-Options, Referrer-Policy, -Server)
- M17: /api/health split into minimal (unauth) + /api/health/detailed (auth) (BREAKING)
- M26: release.yml restricts build-and-push to main + workflow_dispatch; paths-ignore for docs

- C2: table_id traversal validation on /api/data/{table_id}/download
- M4: Upload streaming (chunk-read + temp file) instead of full-buffer; /local-md hashed filename

- C5: reset_token removed from POST /api/users/{id}/reset-password response
- C8: Startup WARNING when no user has password_hash (bootstrap window visible)
- M9: Audit log on failed web form login (mirrors /auth/token endpoint)
- M10: Atomic magic-link consume via compare-and-swap (CONSUMED: marker + DuckDB conflict catch)

Also: SSRF protection on /api/admin/configure (#46), memory stats SQL aggregation (#90)

Generated with [Devin](https://cli.devin.ai/docs)

Co-Authored-By: Devin <158243242+devin-ai-integration[bot]@users.noreply.github.com>

* fix(review): SSRF 169.254.x.x + IPv6 multicast; M10 marker cleanup safety

Review fixes:
- Add 169.254.0.0/16 (link-local, cloud metadata) to SSRF regex — was
  missing, allowing requests to AWS/GCP/Azure metadata endpoints
- Add ff[0-9a-f]{2}: (IPv6 multicast) to SSRF regex
- M10: wrap Step 3 (CONSUMED marker cleanup) in try-except with
  warning log — prevents unhandled exception if DB write fails after
  successful token consumption
- Add test for 169.254.169.254 SSRF rejection

Generated with [Devin](https://cli.devin.ai/docs)

Co-Authored-By: Devin <158243242+devin-ai-integration[bot]@users.noreply.github.com>

* fix(review): SSRF IPv6 bypass, CLI health endpoint, upload FD leak

Address Devin Review findings on PR #104:

1. SSRF IPv6 bypass: Replace hostname regex with DNS resolution +
   ipaddress module checks. The old regex patterns like `fe80:` only
   matched up to the first colon, missing real IPv6 addresses like
   `fe80::1`, `fc00::1`, `ff02::1`. The new approach resolves the
   hostname via getaddrinfo and checks each resulting IP against
   ipaddress.is_private/is_loopback/is_link_local/is_reserved/is_multicast.

2. CLI commands broken: `da setup test-connection`, `da setup verify`,
   `da diagnose`, `da status` all called /api/health expecting the old
   format (status=="healthy", services dict). Now they call
   /api/health/detailed for service-level checks (with graceful fallback
   to the minimal endpoint when auth is not configured).

3. Temp file handle leak: _stream_to_temp returns an open
   NamedTemporaryFile; callers now close it before shutil.move() to
   prevent FD leaks until GC.

Also adds IPv6 SSRF test cases (loopback, link-local, unique-local,
multicast) with mocked DNS resolution for test environment independence.

Generated with [Devin](https://cli.devin.ai/docs)

Co-Authored-By: Devin <158243242+devin-ai-integration[bot]@users.noreply.github.com>

* fix(review): download regex blocks hyphenated IDs; document health split

Address Devin Review round-3 findings on PR #104:

1. _SAFE_IDENTIFIER regex blocked hyphenated table IDs: The download
   endpoint used the strict SQL-identifier regex which does not allow
   dots or hyphens, but Keboola table IDs like in.c-crm.orders
   contain both. Switched to _SAFE_QUOTED_IDENTIFIER which allows dots
   and hyphens while still blocking path-traversal chars (/, .., \)
   and quote/control characters. Added test for hyphenated/dotted IDs.

2. Documented health endpoint split in DEPLOYMENT.md: Added Health
   checks & external monitoring section explaining both endpoints
   (minimal unauth /api/health vs authenticated /api/health/detailed)
   and how to wire external monitoring tools to the detailed endpoint
   with a PAT.

Generated with [Devin](https://cli.devin.ai/docs)

Co-Authored-By: Devin <158243242+devin-ai-integration[bot]@users.noreply.github.com>

* release(0.12.1): cut hotfix for snapshot integrity + #82/#85/#87 hardening

* fix(security): apply CAS pattern to password reset confirm (#82/M10 follow-up)

Devin review on the rebased PR flagged the asymmetry: magic-link verify
got the atomic compare-and-swap pattern in the original M10 fix, but
password reset confirm at /auth/password/reset/confirm was still using
read-validate-clear. Two concurrent POSTs with the same valid reset
token could both succeed in setting different new passwords (last-write-
wins). Lower severity than the magic-link race because the attacker
would need the reset token AND to race the legitimate user, but the
asymmetry was a polish gap.

Mirrors app/auth/providers/email.py::_consume_token CAS exactly: write
unique CONSUMED:<random> marker via UPDATE...WHERE token=old_token, then
SELECT to verify our marker won, then proceed. Only the winner clears
the marker and applies the password change.

New regression test_concurrent_reset_only_one_wins in
tests/test_password_flows.py::TestResetConfirm pins the contract: two
ThreadPoolExecutor workers + Barrier hit /reset/confirm with the same
token; exactly one gets 302 (password applied), the other gets 200 with
'Invalid or expired'. Sanity-checked against the pre-CAS code — both
POSTs got 302 (race confirmed).

---------

Co-authored-by: Devin <158243242+devin-ai-integration[bot]@users.noreply.github.com>
2026-04-28 19:57:30 +02:00
Petr Simecek
3047f310b9
fix(db): self-heal missing tables on future-version DBs (agnes-dev incident) (#75)
Discovered when 0.11.5 deployed onto agnes-dev whose system DB had been
bumped to schema_version=10 during local experimentation with a parallel
WIP branch (PR #72-style Context Engineering work). The lab v10 migration
laid down its own table set without including v9's role tables — so the
v9 binary saw `current=10 > SCHEMA_VERSION=9`, correctly treated it as a
future-version-rollback and skipped its migration ladder, but ALSO
skipped the table-creation step. Every query against user_role_grants
(`_hydrate_legacy_role`, /profile, require_internal_role's DB fallback,
every admin-gated request) then crashed with `_duckdb.CatalogException:
Table with name user_role_grants does not exist`. Symptom on agnes-dev:
HTTP 500 on /profile, admin nav vanished, /admin/* returned 403.

Fix: hoist `conn.execute(_SYSTEM_SCHEMA)` to the TOP of _ensure_schema,
unconditional. _SYSTEM_SCHEMA is all `CREATE TABLE IF NOT EXISTS`, so
existing tables stay untouched (columns + data preserved); missing
tables get created. Idempotent, near-zero cost (a few dozen no-op DDLs
per process start). The migration block below still calls
_SYSTEM_SCHEMA when migrating; that's now the redundant-but-cheap
follow-up — left in place so the migration ladder reads chronologically.

Concrete coverage of the rebase scenario the user asked about — a
contributor switching FROM a lab future-schema branch BACK to a
released binary now boots cleanly:

- Forward rebase (older → current): unchanged, ladder runs as before.
- Same-version rebase: unchanged, _seed_core_roles tail call still
  drives doc-tweak refresh.
- Backward "lab" rebase (this fix): tables get re-materialized; if the
  DB is still on a future schema_version, _seed_core_roles tail call
  remains gated so we don't accidentally write data into a schema
  shape this binary doesn't understand. Operator can drop the v9
  schema_version manually to trigger a clean ladder re-run if they
  want the full v8→v9 backfill (what we did to recover agnes-dev).

Test: new test_split_brain_future_version_with_missing_tables_self_heals
in tests/test_db.py::TestMigrationSafety. Synthesizes a v99 DB whose
only existing table is schema_version, runs _ensure_schema, asserts
both user_role_grants AND internal_roles AND group_mappings AND users
exist after the call, and that the schema_version row stays at 99
(future-version contract). test_future_version_is_noop docstring
updated to reflect the new self-heal pass — its only assertion (the
version-row contract) still holds unchanged.

pyproject.toml: 0.11.5 → 0.11.6.
CHANGELOG.md: new [0.11.6] section under [Unreleased] skeleton.
2026-04-28 15:51:33 +02:00
ZdenekSrotyr
0c963b55ef fix(rbac+auth): system-group PATCH accepts description; Google sync preserves memberships on empty
Two Devin-flagged regressions on the squashed PR #106 head:

1) PATCH /api/admin/groups/{id} blanket-rejected on system groups.

   The repository guard at src/repositories/user_groups.py was already
   narrowed to "rename only" by 7147bac (PR #110 follow-up), but the
   endpoint at app/api/access.py:331-343 still short-circuited with
   409 "System groups are immutable" for any mutation. A description-only
   payload like {"description": "..."} returned 409 instead of 200 even
   though the repo would have accepted it. CHANGELOG entry promised the
   fix but the code didn't match.

   Endpoint now mirrors the repo contract: 409 only when payload.name
   is set AND differs from existing name. Same-name no-op renames are
   dropped before the repo call. Description-only updates flow through.

2) Google OAuth callback wiped google_sync memberships on transient
   API failure.

   fetch_user_groups is fail-soft and returns [] for both "user has no
   groups" and "Cloud Identity API error". The callback fed that empty
   list into replace_google_sync_groups, which DELETEs all rows with
   source='google_sync' for the user then INSERTs zero — silently
   wiping every Workspace-synced membership on a hiccup.

   Callback now skips replace_google_sync_groups when group_names is
   empty and logs "preserving existing memberships". Trade-off: a user
   whose Workspace groups were genuinely cleared keeps stale memberships
   until the next non-empty sync. Admin-added rows (source='admin') were
   already protected by source-scope and are unaffected. The previous
   guard against this exact regression was test_callback_empty_groups_
   does_not_overwrite_existing in tests/test_auth_providers.py — that
   test class has been skipped since v12 (asserts users.groups JSON,
   needs rewrite for user_group_members).
2026-04-28 14:40:27 +02:00
ZdenekSrotyr
5c54320f75 chore(release): cut 0.12.0
Pre-1.0 SemVer convention: BREAKING changes land in MINOR. This release is
heavy on those — RBAC v13 schema rewrite, schema v14 FK constraints,
marketplace admin god-mode drop, internal_roles/group_mappings/user_role_grants
tables removed, exit code 2 from Keboola extractor (partial fail), Script API
admin-only, scripts/grpn/ → scripts/ops/.

CHANGELOG.md: rename Unreleased → [0.12.0] — 2026-04-28; append a fresh
empty Unreleased above so the next PR has somewhere to land.
pyproject.toml: 0.11.5 → 0.12.0.

Tag the merge commit as v0.12.0 + push the tag after merge to main.
2026-04-28 14:25:13 +02:00
ZdenekSrotyr
72230c3b51
fix: #81 Group C — view-name collision detection (schema v10, squashed) (#100)
Schema v10 + view_ownership table. Cross-connector view name
collisions are detected and refused with an actionable ERROR rather
than silently last-write-wins. Pre-scan reconcile releases stale
ownerships in the same rebuild as a rename — but only when ALL
sources' pre-scans succeed (transient-IO defense; partial pre-scan
skips reconcile to avoid silently stealing a name).

26/26 view collision + orchestrator tests pass.
Refs #81 Group C.
2026-04-27 22:09:49 +02:00
ZdenekSrotyr
ef74ec010c
fix(ops): #81 Group B — Keboola partial-failure exit code 2 (squashed) (#99)
Closes M14 from issue #81. Keboola extractor exits 0/1/2
(success/full-fail/partial). sync.py interprets exit 2 as
PARTIAL FAILURE (data-quality alert, distinct from exit 1).

Tests: tests/test_keboola_extractor_exit_codes.py — 14 cases including
runtime mock subprocess (rc=0/1/2/124).

Refs #81 Group B.
2026-04-27 21:52:46 +02:00
ZdenekSrotyr
569cd90d75
fix(security): #81 Group D — extractor-side identifier validation (squashed) (#97)
Closes M15 from issue #81 — SQL injection via attacker-controlled
identifiers in connectors/keboola/extractor.py and
connectors/bigquery/extractor.py.

Lifted _validate_identifier from src/orchestrator.py into a new
src/identifier_validation.py shared module (single source of truth for
both layers). Two validator policies:

- validate_identifier (strict, ^[a-zA-Z_][a-zA-Z0-9_]{0,63}$) for
  table_name — matches the orchestrator's rebuild-time check, so dashed
  names fail fast at extraction rather than being silently dropped.
- validate_quoted_identifier (relaxed, accepts dashes/dots) for
  bucket/dataset/source_table — Keboola in.c-foo and BigQuery
  my-dataset are legitimate, just need to be safe inside `"..."`.

Both extractors skip-and-continue on unsafe rows (logged + counted in
failure stats); _extract_via_extension re-validates as defense-in-depth.

71/71 extractor + orchestrator tests pass.
Refs #81 Group D.
2026-04-27 21:46:17 +02:00
ZdenekSrotyr
23be8ad46f
fix(security): #81 Group A — orchestrator attach hardening (squashed) (#95)
Closes the C1 findings from issue #81 plus the round-3/4 follow-ups
on the read-only query path.

Both _attach_remote_extensions (rebuild path) and
_reattach_remote_extensions (query path) now apply the same hard
allowlists for extensions and token-env names, single-quote-escape
the URL, and split built-in vs community install. The CHANGELOG bullet
documents the full scope including the table_schema → table_catalog
fix that made the rebuild path a silent no-op for every connector.

New module src/orchestrator_security.py centralises the policy. Tests
in tests/test_orchestrator_remote_attach_security.py — 28/28 pass.

Refs #81.
2026-04-27 21:34:04 +02:00
ZdenekSrotyr
24e81fb671
fix(security): gate Script-API /run on admin role (#44) (#92)
* fix(security): gate Script-API /run on admin role (#44)

The AST + string-blocklist sandbox in `_execute_script` is defense-in-depth,
not a primary trust boundary. It does not block `vars()`, `type()`, or
`__class__.__bases__` introspection chains, and the string blocklist is
trivially evadable via concatenation/dunder encoding. Treat the role gate
as the actual barrier: only admin can run scripts.

- `POST /api/scripts/run` and `POST /api/scripts/{id}/run` now require admin.
- `POST /api/scripts/deploy` stays analyst-accessible (storing != executing).
- Existing /run tests retargeted to admin_token; added regression tests
  asserting analyst → 403 on both endpoints.
- CHANGELOG: BREAKING (security) bullet under Unreleased/Changed.

Closes #44.

* fix(security): admin-gate /deploy + harden sandbox blocklist (review #92)

Reviewer of PR #92 flagged three MUST-FIXes that #44 wasn't fully closed:

1. /api/scripts/deploy still accepted analyst → planted-script attack
   path (analyst plants malicious source, waits for admin to /run).
   Now: /deploy also requires admin; the entire Script API is admin-only.

2. The "Minimum (same-day)" blocklist mitigations from issue #44 weren't
   applied. Added the introspection-chain dunders that the issue PoC
   pivots through: __subclasses__, __globals__, __class__, __base__,
   __bases__, __mro__, __dict__, __code__, __builtins__. Plus `vars`
   in BLOCKED_FUNCTIONS. Deliberately NOT adding __init__ /
   __getattribute__ (substring match would flag every legit `def __init__`)
   nor `type`/`dir` (frequent in legitimate admin scripts). Documented
   the trade-off inline.

3. Tests didn't cover the actual PoC payload nor non-analyst non-admin
   roles. Added test_run_pwn_payload_blocked parametrized over the issue's
   own PoC + two equivalent variants (lambda+__globals__, __mro__
   traversal); these stay green only as long as the dunder list does.
   test_*_requires_admin tests now parametrize over (analyst, viewer,
   km_admin) so all three non-admin core roles are pinned at 403.

Conftest extension: seeded_app now exposes viewer_token and
km_admin_token as siblings to admin_token / analyst_token.

CHANGELOG bullet updated to reflect /deploy gate change and new
internal regression tests. 35/35 scripts tests pass locally.

Refs review of #92.

* fix(tests): test_security TestScriptSandbox needs admin token after #44 hardening

CI failure on PR #92 caught a missed test file. tests/test_security.py
seeded only an analyst user and used the analyst token to drive sandbox
tests. After the #44 admin-gate (deploy + run both admin-only), every
sandbox test got 403 from the role gate before the AST/string check
could run, so 'blocks os.system' / 'blocks eval' / etc. all failed.

Fix: extend the fixture to also seed an admin user and return the admin
token. Sandbox tests now reach the sandbox layer; access-control tests
further down in the module continue to use the analyst that was kept
around. 41/41 test_security.py tests pass locally.

* fix(security): #92 round-3 — gate GET /api/scripts on admin role

Devin Review caught: GET /api/scripts (app/api/scripts.py:44-51) was
left on Depends(get_current_user) when the rest of the API moved to
admin-only. ScriptRepository.list_all() does SELECT * FROM script_registry
which returns ALL columns including 'source' (the full script body).
So any authenticated user (viewer / analyst / km_admin) could read
admin-deployed scripts — leak of code that may contain credentials,
business logic, or admin-only operational details.

CHANGELOG already says 'The entire Script API is now admin-only',
which was true for /deploy, /run, /{id}/run, DELETE — just not for
GET. Now consistent: every Script endpoint requires admin.

Tests:
- New parametrized test_list_scripts_requires_admin over (analyst,
  viewer, km_admin) tokens — all assert 403.
- Updated test_list_scripts_empty in both test_scripts_api.py and
  test_api_scripts.py to use admin_token.

79 tests pass.

Refs Devin Review of #92.

* fix: cleanup unused imports, stale docstrings, and incomplete CHANGELOG

- Remove unused imports: Path, List, get_current_user (ruff F401)
- Trim docstrings to describe current behavior, not change history
- CHANGELOG now lists GET /api/scripts among admin-gated endpoints
- Remove diff-commenting inline comments from tests

Co-Authored-By: zdenek.srotyr <zdenek.srotyr@keboola.com>

* fix: merge duplicate Changed sections into one per CLAUDE.md convention

Co-Authored-By: zdenek.srotyr <zdenek.srotyr@keboola.com>

---------

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
2026-04-27 21:13:56 +02:00
ZdenekSrotyr
4e4d2a39e6
chore(oss): isolate customer-specific deploy bits from scripts/grpn/ (#88, wave 1) (#94)
* 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.
2026-04-27 20:24:34 +02:00
ZdenekSrotyr
2f783c5c0a
fix(security): close Jira webhook fail-open + path traversal (#83) (#93)
* fix(security): close Jira webhook fail-open + path traversal (#83)

Two related vulnerabilities:

1. Fail-open signature check: when JIRA_WEBHOOK_SECRET was unset,
   _verify_signature returned True and any unauthenticated POST to
   /webhooks/jira would run the full ingest pipeline. Now fail-closed —
   the handler short-circuits with 503 (operator-misconfiguration signal,
   distinct from 401 wrong-signature) when the secret is missing.

2. Path traversal via attacker-controlled issue_key: webhook payloads
   carry issue.key, which flowed unsanitized into save_issue (issues_dir /
   "{issue_key}.json"), download_attachment (attachments_dir / issue_key),
   and incremental_transform (raw_dir / "issues" / "{issue_key}.json"). A
   crafted webhook with issue.key="../../etc/passwd" could write outside
   the Jira data dir.

Defense-in-depth: new connectors/jira/validation.py exposes
is_valid_issue_key (whitelist regex ^[A-Z][A-Z0-9_]{0,31}-\d{1,12}$) and
safe_join_under (Path.resolve() containment check). Both are enforced at
the webhook entry point AND at every filesystem boundary in the connector.

Tests:
- New tests/test_jira_validation.py — unit tests for both helpers
  (parametrized invalid keys, traversal/symlink/absolute-path cases).
- Webhook tests: test_unconfigured_secret_returns_503,
  test_path_traversal_in_issue_key_rejected (parametrized over 10 bad keys),
  test_valid_issue_key_accepted.

CHANGELOG: two CRITICAL Fixed bullets under Unreleased.

Closes #83.

* fix(security): close remaining #83 review findings — webhookEvent traversal, _handle_deletion guard, regex tightening

Reviewer of PR #93 flagged four MUST-FIXes:

1. _log_webhook_event used the attacker-controlled `webhookEvent` field
   as a filename component without sanitization. Payload with
   `webhookEvent: "../../tmp/pwn"` could escape WEBHOOK_LOG_DIR. Now:
   - non-`[A-Za-z0-9_-]` runs are replaced with `_` (dot excluded so
     `..` cannot survive sanitization as a directory component)
   - length capped at 64 chars
   - final path routed through safe_join_under
   New regression test `test_webhook_event_path_traversal_sanitized`.

2. _handle_deletion (connectors/jira/service.py:530) and
   process_webhook_event (line 487) still used raw issue_key in path
   builds. Even though the webhook handler validates upstream, the
   "defense-in-depth at every filesystem boundary" claim required these
   too. Both now run is_valid_issue_key and safe_join_under guards.

3. Regex `^[A-Z][A-Z0-9_]{0,31}-\d{1,12}$` permitted underscores in
   project keys. Atlassian's project-key validator does not — `A_B-1`
   is rejected by Jira itself. Tightened to `[A-Z0-9]` and updated
   tests: `ABC_DEF-1` is now invalid, added Cyrillic А-1 (lookalike),
   CRLF, and oversize cases to the bad-key parametrization.

4. Existing test test_deletion_of_nonexistent_issue_returns_true used
   `PROJ-NOEXIST` which is not a real Jira key shape. Updated to
   `PROJ-99999`. The test still exercises the same intent (deletion of
   issue with no local file is idempotent).

73/73 jira tests pass locally (test_jira_webhooks + test_jira_validation
+ test_jira_service + test_jira_service_full + test_jira_incremental).

CHANGELOG updated to document the regex tightening and the new
webhookEvent sanitization.

Refs review of #93.

* fix(tests): test_journey_jira tests assumed fail-open before #83 fix

CI failure on PR #93 caught two journey tests that pinned the OLD
fail-open contract:

- test_webhook_with_no_secret_configured_accepted asserted 200 when
  JIRA_WEBHOOK_SECRET was unset. After the #83 fix that's a 503
  (operator misconfig). Renamed to _refused and flipped the assertion.

- test_webhook_empty_payload_rejected didn't set the secret, so the
  503 short-circuit fired before the empty-payload 400 could. Set
  JIRA_WEBHOOK_SECRET in the patched Config so the test exercises the
  intended path.

56/56 jira journey + webhook + validation tests now pass.

* fix(security): #93 round-3 — webhook fallback format + save_issue early validation

Devin Review caught two real findings:

1. Webhook handler regression: the round-2 fix extracted issue_key only
   from event_data['issue']['key'], but process_webhook_event has long
   supported a fallback 'issue_key' top-level field for certain Jira
   event formats (e.g. delete events historically). The handler now
   blocks those events with 400 before they reach the service layer.
   Fix: mirror process_webhook_event's fallback in the handler — try
   issue.key first, fall through to event_data.get('issue_key') when
   empty. is_valid_issue_key still validates whichever source provided
   the key.

2. save_issue defense-in-depth was incomplete: is_valid_issue_key ran
   AFTER fetch_remote_links and fetch_sla_fields had already used the
   unvalidated issue_key in HTTP URL construction
   ({base_url}/issue/{issue_key}/remotelink etc.). A future internal
   caller invoking save_issue directly with attacker-controlled input
   could trigger outbound requests with a malicious path component
   (limited SSRF / URL-path manipulation against the Jira API server).
   Fix: move the is_valid_issue_key check to immediately after the
   null guard, before any HTTP request or filesystem op. Webhook layer
   still validates upstream, this is the second layer.

66 jira tests pass.

Refs Devin Review of #93.

* fix(changelog): #93 round-4 — add BREAKING marker to fail-closed bullet

Devin Review caught: the JIRA_WEBHOOK_SECRET fail-closed change is a
behavior change for operators (response code 503 vs old 200) that
existing alerting may treat differently. Per CLAUDE.md changelog
discipline rule, operators grep for **BREAKING** before bumping the
pin. Added the marker + a short note on what action operators need
to take (set the env var if they haven't).

Refs Devin Review of #93.

* fix: #93 round-5 — null-issue crash + comment drift

Devin Review caught two findings on the round-4 commit:

1. Pre-existing crash on null issue field: a webhook payload with
   {"issue": null} (rather than omitting the key) caused
   event_data.get("issue", {}) to return None, then issue.get("key")
   raised AttributeError → unhandled 500. Pre-existing but reachable.
   Fix: 'event_data.get("issue") or {}' normalises None to {}, then
   the existing fallback / validation path returns 400 cleanly.
   New regression test test_null_issue_field_does_not_crash.

2. Inline comment drift: the comment at line 77 documented the allowed
   character class as [A-Za-z0-9._-] (with dot) but the regex at line 27
   excludes dot deliberately (so '..' cannot survive sanitization).
   Fixed the comment to match.

52 jira tests pass.

Refs Devin Review of #93 round 5.

* fix: #93 round-6 — process_webhook_event also normalises null issue field

Devin Review caught: the webhook handler at app/api/jira_webhooks.py
correctly handles {"issue": null} via 'event_data.get("issue") or {}',
but process_webhook_event at connectors/jira/service.py:509 still
used the bare 'event_data.get("issue", {})' which returns None on
explicit null. Internal callers (anything that invokes
process_webhook_event without going through the HTTP handler) would
hit the same AttributeError the round-5 fix closed at the handler
layer. Same one-line fix.

32 jira tests pass.

Refs Devin Review of #93 round 5.

* fix: #93 round-7 — issue-key regex uses [0-9] not \d

Devin Review caught: Python 3's \d matches any Unicode decimal digit
(Arabic-Indic ٣, Bengali ৩, Devanagari ३, …). A key like TEST-٣ would
pass the regex even though it's not a valid Jira input. Tightened to
[0-9] (ASCII only).

Added three Unicode-digit cases to the bad-key parametrization in
test_jira_validation.py to lock in the contract.

Refs Devin Review of #93 round 6.

* fix: #93 round-8 — use \\Z anchor not $ in issue-key regex

Devin Review caught: Python's $ anchor matches before a trailing \\n,
so re.match('…$', 'TEST-1\\n') returns a match. is_valid_issue_key
returned True for CRLF-injected keys. \\Z is hard end-of-string and
closes that bypass.

Manual verification:
  is_valid_issue_key('TEST-1\\n') → False (was True before fix)
  is_valid_issue_key('TEST-1\\r\\n') → False
  is_valid_issue_key('TEST-1') → True

Refs Devin Review of #93 round 7.

* docs: #93 round-9 — CHANGELOG regex matches implementation
2026-04-27 19:53:55 +02:00
Petr Simecek
2dfb246996
release(0.11.5): post-merge follow-up — Devin review fixes + authlib warning silenced (#74)
Cuts 0.11.5 with all the [Unreleased] bullets that landed on top of PR #73
between commit a899877 (the original "v0.11.4" tag in the chain) and the
final merge commit on main. No new public-API surface; the user-visible
payoff is that v8→v9-migrated installations work end-to-end (login flows,
GET /api/users, admin nav, the new role-management REST API and its
last-admin protection) and `make local-dev` startup is finally quiet.

Bullets covered (full text in CHANGELOG.md [0.11.5]):
- _hydrate_legacy_role re-resolves from grants on every request — fixes
  privilege-retention after grant revoke via the role-management API.
- Dev-bypass + OAuth callback now pass user_id to resolve_internal_roles
  so direct grants land in the session cache (not the DB-fallback path).
- GET /api/users hydrates user dicts before Pydantic validation
  (HTTP 500 on every migrated install) + same fix for update/delete
  paths so last-admin protection triggers on migrated admins.
- Scheduler stopped spamming POST /auth/token 401 — the auto-fetch
  fallback was always broken; SCHEDULER_API_TOKEN is now the only path.
- POST /auth/token / Google OAuth / password / email-magic-link all
  hydrate user["role"] before issuing the JWT (Pydantic 500 + wrong
  token payload). New TestAuthLoginFlowsPostMigration regression class.
- docs/RBAC.md no longer documents the non-existent implies= keyword
  on register_internal_role.
- _seed_core_roles now actually runs on every connect (the docstring
  was lying — only ran during fresh install + v8→v9). New
  TestSeedCoreRolesSafetyNet regression class.

This commit also adds:
- AuthlibDeprecationWarning suppression at app/main.py top — upstream-
  internal forward-compat note from authlib._joserfc_helpers, not
  actionable on our side. Filter is targeted by class (with a
  message-based fallback) so other DeprecationWarnings remain visible.
- pyproject.toml version: 0.11.4 → 0.11.5.
- CHANGELOG.md: [Unreleased] → [0.11.5] — 2026-04-27, new empty
  [Unreleased] skeleton appended for the next PR to land on.

Tag v0.11.5 follows; keboola-deploy-v0.11.5 tag triggers the
keboola-deploy.yml workflow for agnes-dev.keboola.com.
2026-04-27 02:32:18 +02:00
Petr Simecek
83ced81966
feat(auth): unified role management — UI + REST API + CLI + schema v9 (v0.11.4) (#73)
* feat(auth): v9 schema — unified role management foundation (WIP)

Tasks 1-5, 10 of the role-management-complete plan. Foundation only,
follow-up commits add REST API, CLI, UI, and tests.

Schema v9:
- user_role_grants table: direct user → internal_role mapping
  (complementary to group_mappings). Drives PAT/headless auth and
  persists across sessions. Source field tracks 'direct' vs auto-seed.
- internal_roles.implies (JSON): transitive role hierarchy. core.admin
  implies core.km_admin → core.analyst → core.viewer. Resolver does BFS
  expand at lookup time.
- internal_roles.is_core (BOOL): distinguishes seeded core.* hierarchy
  from module-registered roles. UI renders them differently.
- v8→v9 migration: ADD COLUMN, CREATE TABLE, _seed_core_roles +
  _backfill_users_role_to_grants, then NULL legacy users.role values.
  DuckDB FK constraint blocks DROP COLUMN — sloupec zůstává jako
  deprecated artifact (UserRepository ignoruje), fyzický drop deferred.

Resolver:
- Regex extended to allow dotted namespace (core.admin,
  context_engineering.admin), max 64 chars total.
- expand_implies(role_keys, conn): BFS over implies JSON column.
- resolve_internal_roles signature gains optional user_id parameter;
  unions group-mapping resolution with user_role_grants direct grants
  before implies expansion.

require_internal_role:
- Two-path resolution: session cache (OAuth) → DB grants (PAT/headless
  fallback). PAT clients now legitimately satisfy gates without the
  OAuth round-trip, fixing the v8 limitation where every PAT-callable
  admin endpoint needed require_role(Role.ADMIN) instead of
  require_internal_role(...).

Backward-compat:
- require_role(Role.X) and require_admin become thin wrappers over
  require_internal_role(f"core.{role}"). Implies hierarchy preserves the
  legacy "at least this level" semantics automatically — no per-level
  comparison code needed.
- src/rbac.py helpers (is_admin, has_role, get_user_role,
  set_user_role, can_access_table, get_accessible_tables) all read from
  the resolver via _get_internal_role_keys.
- UserRepository.create() and update() now mirror role changes into
  user_role_grants via _grant_core_role helper. Preserves API while
  making the new table the source of truth.
- UserRepository.delete() pre-deletes user_role_grants rows
  (FK cascade — DuckDB doesn't auto-cascade).
- count_admins() reads user_role_grants ⨝ internal_roles instead of the
  now-NULL users.role column.

First consumer:
- app/api/admin.py module-level docstring documents the v9 pattern for
  future module authors. Existing require_role(Role.ADMIN) callsites
  flow through the wrapper; no behavior change for OAuth callers, and
  PAT callers gain access via direct grants.

Tests: full suite green (1396 passed, 6 skipped). Existing tests
exercise the new pathway transparently because UserRepository.create
auto-grants. New test_pat_caller_with_direct_grant_passes pins the
PAT-aware contract.

Schema: v9 (was v8). pyproject.toml + CHANGELOG bump deferred to the
final PR-prep commit.

* feat(auth): role management complete — REST API + CLI + UI + docs (v0.11.4)

Sjednocuje legacy users.role enum s v8 internal-roles foundation pod jeden
model s implies hierarchií, dodává admin UI + REST API + CLI pro správu
group mappings i přímých user grants, a dělá require_internal_role
PAT-aware tak, aby admin endpointy fungovaly uniformly napříč OAuth
i headless callery.

REST API (app/api/role_management.py, +496 LOC):
- 8 endpointů pod /api/admin: internal-roles list, group-mappings CRUD,
  users/{id}/role-grants CRUD, users/{id}/effective-roles debug.
- Všechny gated require_internal_role("core.admin"). Audit-log na každé
  mutaci (role_mapping.created/deleted, role_grant.created/deleted).
- Last-admin protection: refuse to delete the final core.admin grant
  (mirrors users.py:count_admins protection).
- Nový UserRoleGrantsRepository v src/repositories/user_role_grants.py.

CLI (cli/commands/admin.py extension, +258 LOC):
- da admin role list / show <key>
- da admin mapping list / create <group-id> <role-key> / delete <id>
- da admin grant-role <email> <role-key>
- da admin revoke-role <email> <role-key>
- da admin effective-roles <email>
- Všechno přes typer + PAT auth, --json flag, response-shape tolerantní.

UI (admin_role_mapping.html + admin_user_detail.html + nav + user list):
- Nová stránka /admin/role-mapping: internal_roles read-only table +
  group_mappings table with create/delete forms.
- Nová stránka /admin/users/{id}: core role single-select + capabilities
  multi-checkbox + effective-roles debug (direct + group + expanded).
- Existing user list dostává "Detail" link na novou stránku.
- Nav link na /admin/role-mapping.

Tests: +85 nových testů přes 4 nové soubory:
- test_schema_v9_migration.py (8) — fresh install + v8→v9 backfill +
  legacy column NULL semantics + unknown-role fallback + invariants.
- test_api_role_management.py (33) — všech 8 endpointů, happy + error
  paths, audit-log assertions, last-admin protection.
- test_cli_admin_role.py (25 + 1 conditional) — typer subcommands,
  text + json output, PAT integration smoke.
- test_admin_role_mapping_ui.py (9) + test_admin_user_capabilities_ui.py (10)
  — page rendering, auth gating, form contracts, JS hooks.
Full suite: 1482 passed, 6 skipped (was 1396 → +86, žádné regrese).

Docs:
- docs/internal-roles.md kompletní rewrite — odstranil "no UI yet",
  přidal hierarchy diagram, dual-path resolution, dotted-namespace
  convention, admin workflow přes UI/CLI/REST, refresh semantics
  for group mappings vs direct grants, migration notes.
- CLAUDE.md schema v8 → v9.
- CHANGELOG.md [0.11.4] s BREAKING marker pro users.role NULL
  semantics + complete Added/Changed/Removed/Internal sekce.
- pyproject.toml: 0.11.3 → 0.11.4.

Sequencing: po mergi tohoto PR Pabu rebasuje pabu/local-dev (PR #72)
na main, jeho schema migrations se posouvají z v9/v10/v11 na v10/v11/v12.

Implementation breakdown:
- Sequential (já): foundation tasks — schema v9, resolver, PAT-aware
  require_internal_role, backward-compat wrappers, rbac refactor,
  UserRepository auto-grant.
- Parallel sub-agents (3 worktrees, ~10 min): REST API, CLI, UI.
- Sequential (já): integrace, docs/CHANGELOG/version, schema tests,
  fullsuite verification.

* fix(auth): address Devin review on PR #73 — three regressions

Three concrete bugs caught in Devin's PR review, all fixed in this commit.

1. **users.role hydration on read** (the big one):
   v8→v9 migration NULLs users.role for every existing user, but a long
   tail of read sites still inspect user["role"] directly:
   - app/web/templates/_app_header.html:15 — admin nav gate
   - app/web/templates/_app_header.html:36-37 — role badge in dropdown
   - app/web/router.py:319-321 — UserInfo.is_admin/is_analyst/is_privileged
   - app/web/router.py:489 — corporate memory is_km_admin
   - app/api/catalog.py:54 — admin "see all tables" bypass
   - app/api/sync.py:215 — admin "see all sync states" bypass

   Without a fix, every existing admin loses the entire admin nav (and
   API admin bypasses) immediately after upgrade — a serious regression.

   Fix: new helper _hydrate_legacy_role() in app/auth/dependencies.py
   maps the highest-level core.* grant back into user["role"] as the
   legacy enum string. Called from get_current_user() on both auth paths
   (LOCAL_DEV_MODE + JWT/PAT). Idempotent — skips when role is already
   populated. Net effect: every pre-v9 callsite keeps working transparently
   for both OAuth and PAT callers, with one extra DB round-trip per
   authenticated request (same cost as the existing PAT-aware
   require_internal_role fallback).

   3 regression tests in tests/test_schema_v9_migration.py:
   - test_hydration_recovers_role_from_user_role_grants
   - test_hydration_returns_highest_grant (multi-grant → highest wins)
   - test_hydration_falls_back_to_viewer_when_no_grants (safe fallback)

2. **CLI effective-roles TypeError**:
   API returns direct/group as List[Dict] (RoleGrantResponse-shaped),
   but the CLI did ', '.join(direct) which raises TypeError on dicts.
   Tests masked it because mocks used bare string lists. Replaced
   raw .join() with a _names() helper that extracts role_key from
   each item, falling back to str() for legacy mock shapes.

3. **UI template field-name mismatch**:
   admin_user_detail.html JS reads data.groups but the API serializes
   the field as group (singular, per EffectiveRolesResponse pydantic).
   Currently benign because the API always returns group:[], but the
   field would silently disappear once the group-derived view is wired
   up. Added data.group as the primary lookup, kept the legacy aliases
   for shape-drift tolerance.

Full suite: 1485 passed (was 1482, +3 hydration tests), 6 skipped, no
regressions.

* fix(auth): Devin review #2 + UX self-service + RBAC docs rename

Three threads landed in one commit because they share the same
auth/role surface and CHANGELOG entry.

Devin review #73 second round (2 actionable findings):

- _hydrate_legacy_role no longer short-circuits on truthy users.role.
  The role-management endpoints (POST/DELETE /api/admin/users/{id}/
  role-grants + the changeCoreRole UI flow) only mutate
  user_role_grants — they don't update the legacy column. The early
  return trusted that stale value, so a user downgraded via the new
  REST/UI kept role="admin" in their dict on subsequent requests,
  which fooled _is_admin_user_dict (src/rbac.py) and the catalog/sync
  admin-bypass short-circuits into retaining elevated table access
  even though require_internal_role correctly denied the API gates.
  Always re-resolves now, making user_role_grants the single source
  of truth on every authenticated request. Cost: one DB round-trip
  per request — same as the existing PAT-aware fallback. Pinned by
  test_hydration_ignores_stale_legacy_role_after_grant_revoke.

- Dev-bypass (app/auth/dependencies.py) and OAuth callback
  (app/auth/providers/google.py) now pass user_id to
  resolve_internal_roles so direct grants land in
  session["internal_roles"] alongside group-mapped roles. Pre-fix,
  every admin-gated request fell through to the per-request DB
  fallback inside require_internal_role and the dev-bypass log line
  read "resolved 0 internal role(s)" for an obviously-admin user.
  test_session_internal_roles_populated updated to assert union.

User-visible UX (also addresses local-test feedback):

- HTTP 500 on /admin/users post-v8→v9 migration — UserResponse.role
  is required str, but legacy users.role was NULL-ed by the
  migration. _to_response in app/api/users.py now routes every dict
  through _hydrate_legacy_role; same fix lifts the silent no-op of
  last-admin protection in update_user/delete_user (the role-equality
  short-circuits would skip the count_admins guard for migrated
  admins). Three regression tests under TestAPIUsersPostMigration.

- /profile is now a real self-service detail page for *every*
  signed-in user (not just admins). Three new server-side sections:
  Effective roles (resolver output as chip cloud), Direct grants
  (rows in user_role_grants with source label), Roles via groups
  (which Cloud Identity / dev group grants which role for the
  current user). Non-admins finally see *why* a feature is or isn't
  accessible. Admins additionally see a deep-link to
  /admin/users/{id} for editing their own grants.

- /admin/role-mapping group-id picker. New "Known groups" panel
  above the create form: clickable chips for the calling admin's
  own session.google_groups (tagged "your group") merged with
  external_group_ids already used in existing mappings (tagged
  "already mapped"). Click a chip → fills the form. Empty-state
  copy points operators at LOCAL_DEV_GROUPS / Google sign-in
  instead of leaving them to guess Cloud Identity opaque IDs from
  memory.

Operational fixes:

- Scheduler log-noise: every cron tick produced a
  POST /auth/token 401 because the auto-fetch fallback called the
  endpoint with just an email (no password) and silently fell
  through. Removed the broken path entirely. Operators set
  SCHEDULER_API_TOKEN (long-lived PAT) in production; in
  LOCAL_DEV_MODE the dev-bypass auto-authenticates the un-tokenized
  request, so jobs continue to work.

Docs:

- docs/internal-roles.md → docs/RBAC.md (git mv preserves history).
  Standard industry term, more discoverable for engineers grepping
  for RBAC in a new repo. Restructured: Quickstart-by-role
  (operator / end-user / module author), step-by-step
  Module-author workflow with code examples (register key, gate
  endpoint, declare implies, write contract test), naming pitfalls,
  refresh semantics. CLAUDE.md gets a new
  "Extensibility → RBAC" section pointing contributors at the doc
  before they add gated endpoints. Cross-refs in app/api/admin.py
  + tests/test_role_resolver.py updated.

Tests: 293 in the auth/role/scheduler/UI test set passed, 0 regressions.

* fix(auth): Devin review #3 — login flows + RBAC docs

Two new findings on commit 7d1c048, both real and addressed.

Finding 1 (BUG, HTTP 500): every auth login flow loaded users via
UserRepository.get_by_email and passed user["role"] straight to
create_access_token, Pydantic response models, and _set_login_cookie
without going through _hydrate_legacy_role. Post-v9 the legacy column
is NULL for migrated users, and TokenResponse.role is a required str —
so POST /auth/token raised ValidationError → HTTP 500 for any v8-admin
trying to log in via password. Same root cause produced non-crashing
but semantically wrong JWTs (role: null) from Google OAuth, password
web flows, and email magic-link verification.

Fix: hydrate inline in every login flow before reading user["role"]:
- app/auth/router.py — POST /auth/token (the crash site)
- app/auth/providers/google.py — OAuth callback (was just stale JWT)
- app/auth/providers/password.py — 5 flows: JSON login, web login,
  JSON setup, web reset confirm, web setup confirm
- app/auth/providers/email.py — centralized in _consume_token,
  covers both /verify endpoints

New regression class TestAuthLoginFlowsPostMigration pins both the
no-crash and the correct-role contracts for all four legacy levels
(viewer/analyst/km_admin/admin) on POST /auth/token.

Finding 2 (DOCS): docs/RBAC.md showed register_internal_role() being
called with implies=[...], but the function signature is (key, *,
display_name, description, owner_module). A module author copying the
example would TypeError at import time. The implies field on
internal_roles IS honored at runtime by expand_implies, but the
registry-side write path (register_internal_role + InternalRoleSpec +
sync_registered_roles_to_db) doesn't exist yet — implies is currently
seeded only for the core.* hierarchy via _seed_core_roles in src/db.py.

Rewrote the Implies hierarchy and Module-author workflow sections to
document what's actually supported in 0.11.4 and what a future change
would need to add. The "for cross-module hierarchies, register each
level + grant both" pattern works today.

Tests: 322 in the auth/role/scheduler/UI/password test set passed,
0 regressions.

* fix(db): _seed_core_roles actually runs on every connect (Devin review #4)

Devin flagged that the docstring on `_seed_core_roles` promised per-connect
execution as a safety net for accidental DELETEs and in-code seed changes,
but the only call sites lived inside `if current < SCHEMA_VERSION:` — so
once a DB was on v9 the function never ran again, and the docstring lied.

Picked option (b) from the review (actually call it on every startup) over
option (a) (fix the docstring) because the safety net is genuinely useful:
- recovery from accidental admin DELETE on internal_roles,
- in-code _CORE_ROLES_SEED tweaks (display_name/description/implies)
  ship without a manual SQL deploy,
- fresh installs and migrations stop needing their own seed call sites.

Tail call gated by `get_schema_version(conn) <= SCHEMA_VERSION` so the
future-version-is-noop rollback contract still holds — a v9 binary won't
touch a DB that's been upgraded past v9.

Test coverage: new TestSeedCoreRolesSafetyNet class (3 tests) pins the
three contracts — deleted row re-seeds, mutated display_name re-syncs
from in-code seed, applied_at on schema_version doesn't churn on
already-current DBs. Existing TestMigrationSafety::test_future_version_is_noop
still passes (verified against the gating logic).
2026-04-27 02:23:01 +02:00
Petr Simecek
6c36b26979
release(0.11.3): internal roles + external→internal group mapping (foundation) (#71)
* feat(auth): internal roles + external→internal group mapping (foundation)

Two-layer authorization model: external Cloud Identity groups (org-managed)
get mapped onto internal Agnes-defined capabilities (app-managed) via an
admin-curated many-to-many table. Per-request permission checks read off
the session — no DB hit. Refresh requires re-login.

Schema v8 — new tables:
- internal_roles (id, key UNIQUE, display_name, description, owner_module, …)
  — app-defined capabilities like 'context_admin'. Modules self-register at
  import; the startup hook syncs the registry into this table (idempotent).
- group_mappings (id, external_group_id, internal_role_id FK, …)
  — admin-managed bindings, UNIQUE(external_group_id, internal_role_id).

app/auth/role_resolver.py — new module:
- register_internal_role(key, display_name, description, owner_module)
  Module-author entry point. lower_snake_case key, immutable, validated.
  Same key + same fields = no-op (re-import safe); same key + different
  fields = ValueError so two modules can't silently overwrite each other.
- sync_registered_roles_to_db(conn) — startup reconciliation. Inserts new
  keys, updates drifted metadata, never deletes (preserves mappings).
- resolve_internal_roles(external_groups, conn) — joins group_mappings.
  Sorted, deduplicated role-key list. Plugged into google_callback +
  dev-bypass branch in get_current_user.
- require_internal_role('key') — FastAPI dependency factory; reads
  session.internal_roles; 403 with explicit message when missing.

Resolution runs at sign-in only (Google callback + LOCAL_DEV_GROUPS change
in dev-bypass) — same semantics as session.google_groups. No admin UI yet;
mappings created via repository directly until follow-up PR ships UI.

21 new tests in tests/test_role_resolver.py: register/list, idempotency,
collision detection, key-format validation; sync insert/update/no-delete;
resolve empty/single/many-to-many/malformed-input; e2e via
LOCAL_DEV_GROUPS — gated endpoint allowed/denied + direct session-cookie
inspection. Full sweep: 178/178 passed across auth + db + repo tests.
(Two pre-existing test_catalog_export.py failures verified unrelated.)

* fix(auth): polish review feedback — first-request dev populate + PAT doc

Two follow-ups from a code-reviewer pass on the foundation commit before
opening the PR:

- Dev-bypass populates session["internal_roles"] on the first request
  after sign-in, not just when external groups change. The previous
  guard only resolved when groups_changed=True, which left a hole for
  the LOCAL_DEV_GROUPS=`""` (explicit empty) flow: target=[],
  current=None, neither write branch fires, internal_roles stays
  unset, and require_internal_role then 403s with no roles to check
  against. The OAuth callback writes session["internal_roles"]
  unconditionally on sign-in (even []); dev-bypass now matches that
  semantics. Adds a single-pass populate gated on the key being
  absent from the session, so subsequent same-state requests still
  no-op (cheap session lookup, no resolver call).

- Document that internal roles are session-scoped and PAT/headless
  clients will get 403 from any require_internal_role(...) endpoint.
  Same constraint already applies to session.google_groups (PAT JWTs
  deliberately don't snapshot group memberships — they could change
  after issuance with no way to re-sign), but the doc didn't surface
  this — an operator pointing a CLI at a role-gated endpoint would
  see 403 with no clue why. New "PAT and headless requests" section
  spells out the constraint, the rationale, and the three escape
  valves (use users.role for the gate; route through OAuth; wait for
  the planned `da admin grant-role` CLI helper).

54 auth tests still pass locally (21 role-resolver + 33 existing
auth-provider).

* release(0.11.3): cut release for the internal-roles foundation

Bumps pyproject.toml 0.11.2 → 0.11.3 and renames CHANGELOG's
[Unreleased] section to [0.11.3] — 2026-04-26 (with a fresh
empty [Unreleased] skeleton appended). Adds the matching
[0.11.3] link reference at the bottom of CHANGELOG so the
section heading renders as a hyperlink to the GitHub release
page once the tag lands.

The bullet itself is unchanged content; the rephrasing of
"dev-bypass when external groups change" → "dev-bypass —
populates on first request and whenever external groups
change, mirroring the OAuth callback's always-write
semantics" reflects the polish committed in d590579, plus
the appended PAT/headless caveat pointing at the doc
section that landed in the same polish pass.

* fix(auth): address review feedback from Pavel — PAT-specific 403, audit logs, hardening

Round-2 polish over the internal-roles foundation, addressing Pavel's review
on PR #71. No behavior change for the happy path; tightens the safety rails
and makes the failure modes self-explanatory.

User-visible:
- require_internal_role now distinguishes "no session" (Bearer/PAT caller)
  from "signed in but missing role" and surfaces a PAT-specific 403 detail
  in the first case ("This endpoint needs an interactive (OAuth) session
  — Bearer/PAT tokens do not carry session-resolved roles by design").
- docs/internal-roles.md documents deactivate+reactivate as the supported
  "force re-resolve now" lever for users that can't be made to log out.

Internal hardening:
- INFO-level audit log on every successful resolve (OAuth callback +
  dev-bypass) so a wrong-role complaint is debuggable from the log alone.
- Startup warning when SESSION_SECRET is shorter than 32 chars, matching
  the existing JWT_SECRET_KEY gate — both HMAC surfaces sign trust-laden
  state (session.internal_roles, session.google_groups, JWTs).
- _clear_registry_for_tests() now refuses to run unless TESTING=1 so a
  stray import path in production can't drop the registered capabilities.

Tests:
- 4 new tests in tests/test_role_resolver.py covering: stale-session
  contract after a mid-session mapping revoke (pin the documented
  limitation), PAT 403 detail wording, OAuth pipeline data flow from
  external groups to internal_roles, and the dev-bypass empty-list
  fallback when the resolver raises.

CHANGELOG.md updated under [0.11.3] (### Changed + ### Internal).
CLAUDE.md schema doc bumped from v7 to v8.

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-04-26 23:49:10 +02:00
Petr Simecek
1c18cdf15f
release(0.11.2): LOCAL_DEV_GROUPS dev mock + Makefile defaults + docs/local-development.md (#70)
* feat(auth): mock session.google_groups in LOCAL_DEV_MODE via LOCAL_DEV_GROUPS

LOCAL_DEV_MODE auto-logged-in the dev user but left session.google_groups
empty, so group-aware UI/code paths can't be exercised on localhost without
a real Google OAuth round-trip. New LOCAL_DEV_GROUPS env var (JSON array
matching the production {id, name} shape) populates the session on every
dev-bypass request — same structure the OAuth callback writes, so mock and
prod stay in lockstep. Compare-then-write avoids spurious Set-Cookie noise
on PAT/CLI requests; malformed input falls back to [] with a WARNING so
the dev mock never breaks the dev flow.

* refactor(auth): fail-fast LOCAL_DEV_GROUPS at startup + cache + no-mutate

Three small follow-ups on the same dev-mock vector before merge:

- Validate LOCAL_DEV_GROUPS at app startup and report the parsed group IDs
  in the LOCAL_DEV_MODE banner. A malformed value now warns loudly at boot
  instead of silently logging on the first authenticated request, where
  it's easy to miss.
- Cache the parsed result single-slot, keyed by the raw env-string. Avoids
  re-parsing JSON on every authenticated request without test-isolation
  surprises — when the env value changes, the key changes and the cache
  transparently rebuilds.
- Stop mutating the parsed-input dicts (item.setdefault → spread-merge)
  so the cached list stays a fresh value on every rebuild.
- Replace the try/except guard around request.session with hasattr —
  SessionMiddleware is always registered, the silent except was paranoid.

Tests grow by a direct session-cookie inspection (decoupled from the
profile template) and three startup-banner log assertions.

* fix(auth): drop fragile session-decoder test + actually skip empty-target write

Two follow-ups on the LOCAL_DEV_GROUPS feature before merge:

- Drop test_session_holds_mocked_groups_directly. It manually decoded the
  signed session cookie via TimestampSigner + base64, hardcoding both the
  Starlette session-cookie format and the 14-day max_age. Starlette has
  changed its session encoding before (URLSafeTimedSerializer pre-0.20)
  and would do so again silently — the test would fail with a cryptic
  BadSignature, not a clear "mock is broken" signal. The remaining
  test_dev_user_sees_mocked_groups_on_profile already covers the same
  observable signal (mocked groups in /profile body) without coupling to
  Starlette internals.

- Actually skip the session write when target_groups is empty. The previous
  comment claimed compare-then-write avoided spurious Set-Cookie noise on
  PAT/CLI requests, but on those requests session.get("google_groups") is
  None and target is [], so None != [] always evaluates True and the write
  fired anyway, marking the session dirty and re-issuing Set-Cookie on
  every request. Adding `target_groups and ...` to the guard makes the
  comment honest: empty mock now genuinely no-ops, stable browser sessions
  still skip via value-equality, and the only remaining write is the one
  that actually changes state.

33 auth tests still pass locally.

* fix(auth): match production's always-write semantics for stale dev groups

Devin code-review finding on PR #70: my earlier `target_groups and ...`
short-circuit silently diverged from the production OAuth callback. In
app/auth/providers/google.py:189-194 the callback always writes
session.google_groups on each login — including [] on failure or empty
token — so the session always reflects authoritative current state. The
mock should match.

Failure mode the previous guard left open: a developer sets
LOCAL_DEV_GROUPS=[{...}] for a session, the groups land in the signed
cookie, then the developer unsets the env var and reloads. target → [],
session.get → [{...}], `if target_groups and ...` is False, no write,
stale groups stay in the browser session indefinitely. Mock now lies
about state until logout.

Fix splits the guard:
- target_groups truthy + value-changed → write the new mock (existing path)
- target_groups falsy + non-empty stored → write [] to clear stale state
- otherwise no-op (target [] + stored None/[]: no transition to record)

PAT/CLI requests with no prior session still take the no-op path
(target=[], session.get → None which is falsy), so the original goal of
suppressing spurious Set-Cookie noise on token traffic is preserved.

Tests already cover the populated and unset paths; the new clear-stale
branch is correct by construction (production has the same shape) and
the rare manual reset workflow.

* release(0.11.2): default mocked groups in make local-dev + docs/local-development.md

Cuts 0.11.2 around the LOCAL_DEV_GROUPS work plus a small dev-experience
follow-up: every `make local-dev` now boots with two sensible default
mocked groups (Local Dev Engineers + Local Dev Admins on example.com),
so /profile and group-aware code paths render something realistic
without the operator having to discover and set LOCAL_DEV_GROUPS.

Layered so the default lives in the workflow, not the contract:

- scripts/run-local-dev.sh seeds LOCAL_DEV_GROUPS via shell ":="
  syntax — only sets the var when the operator hasn't already.
  Override: LOCAL_DEV_GROUPS='[...]' make local-dev. Disable:
  LOCAL_DEV_GROUPS= make local-dev.
- docker-compose.local-dev.yml swaps the commented JSON example for
  a bare `- LOCAL_DEV_GROUPS` passthrough — the value comes from the
  shell, the compose file just propagates it. Operators running
  `docker compose up` directly without the wrapper script get an
  empty mock (correct: they didn't opt into the make-driven defaults).
- Makefile help line mentions the mocked groups so the behavior is
  visible without grepping.

New docs/local-development.md consolidates dev-onboarding instructions
that were previously scattered across docker-compose.local-dev.yml
inline comments, docs/auth-groups.md "Local-dev mock" section, the
Makefile help text, and CLAUDE.md "First-Time Setup". Single page now
covers TL;DR, what LOCAL_DEV_MODE actually bypasses, group mocking
controls + verification, what is *not* mocked (Cloud Identity, real
OAuth, admin Workspace permissions), and the safety rails that keep
the dev shortcuts off production.

Version bump 0.11.1 → 0.11.2 in pyproject.toml, CHANGELOG cuts
[Unreleased] → [0.11.2] — 2026-04-26 with a fresh empty [Unreleased]
skeleton.

* fix(local-dev): default LOCAL_DEV_GROUPS truncated by shell parameter expansion

Reported by an operator running `make local-dev` against the freshly
released 0.11.2 — the LOCAL_DEV_MODE banner showed:

    LOCAL_DEV_GROUPS is not valid JSON, ignoring:
    Expecting ',' delimiter: line 1 column 70 (char 69)
    LOCAL_DEV_GROUPS is set but produced no valid groups —
    check the WARNING above for the parse error.

Cause: the default value lived inside `${LOCAL_DEV_GROUPS:=…}` parameter
expansion. Bash matches `}` to close the expansion at the *first* `}`
encountered in the body, regardless of context — even one inside a
nested JSON object literal. The two-element JSON array was therefore
truncated to the first group's closing brace, leaving an unparseable
fragment:

    [{"id":"local-dev-engineers@example.com","name":"Local Dev Engineers"

There is no escaping syntax for `}` inside parameter expansion (the
backslash escapes I had only escaped the quotes — `}` reaches bash
literally). Fix: hold the default in a single-quoted variable and
reference it through `${LOCAL_DEV_GROUPS:-$DEFAULT_LOCAL_DEV_GROUPS}`.
The variable's value is opaque to the expansion — no `}` matching
inside it — so the JSON survives intact. Verified with `python -m json`:

    parsed OK: 2 groups: ['local-dev-engineers@example.com',
                          'local-dev-admins@example.com']

Operators on a running 0.11.2 stack: `make local-dev-down && make
local-dev` to pick up the corrected default.

* fix(local-dev): respect LOCAL_DEV_GROUPS= disable path + add 0.11.2 changelog link

Two follow-ups from a Devin code-review pass on PR #70:

- run-local-dev.sh: switch ${LOCAL_DEV_GROUPS:-$DEFAULT} to
  ${LOCAL_DEV_GROUPS-$DEFAULT} (no leading colon). The :- form
  substitutes the default when the variable is unset OR set-but-empty,
  silently overwriting the documented disable knob. Three places
  promise this works — docs/local-development.md, the CHANGELOG entry,
  and the script's own comment — so the bug was an operator-facing
  lie, not just an implementation detail. The bare - form only
  substitutes on unset, so `LOCAL_DEV_GROUPS= make local-dev` now
  reaches the Python parser as "" and short-circuits to []. Verified
  with both empty and unset shells.

- CHANGELOG.md: add the [0.11.2] link reference at the bottom.
  Keep-a-Changelog convention is to mirror every version heading
  with a release-tag link in the footer; the 0.11.2 heading was
  missing its counterpart, breaking the Markdown link rendering on
  GitHub.

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-04-26 16:48:55 +02:00
Petr Simecek
78ed5b31fe
fix(tests): refresh nightly docker-e2e asserts after auth + health refactors (#69)
Two assertions in the docker-marker test files had drifted from the live API
and were only caught by the scheduled nightly CI job (run #24947963804,
2026-04-26 04:12 UTC):

- tests/test_docker_full.py::test_app_returns_html_on_root expected 200 on
  GET / — but app/web/router.py:189-193 always returns 302 (to /dashboard
  for authenticated users, /login otherwise) since the auth middleware
  landed. Updated to use follow_redirects=False and assert 302 + location.

- tests/test_e2e_docker.py::TestDockerHealth::test_health_has_duckdb read
  data["checks"]["duckdb"|"database"] — but the health payload shape is
  {"services": {"duckdb_state": ..., "data": ..., "users": ...}} and has
  been since app/api/health.py was last refactored. Updated to read
  services["duckdb_state"]["status"] — same pattern used by the (passing)
  tests/test_api.py::TestHealth suite, so the two test layers now agree.

Both fixes are test-only; no application behavior changes.
2026-04-26 16:12:20 +02:00
Petr Simecek
2099bb816e
release(0.11.1): hotfix the missed CADDY_TLS passthrough + changelog discipline (#67)
Patch release containing the two follow-up changes from 0.11.0:

- Caddy CADDY_TLS env passthrough in docker-compose.yml (#55) — should
  have shipped with #52 but the first PR got accidentally closed before
  merge. Without this fix Caddy ignores .env CADDY_TLS and crash-loops
  on any LE / internal-CA deployment.
- CLAUDE.md changelog discipline (#59) — every PR touching user-visible
  behavior must update CHANGELOG.md under [Unreleased] in the same PR.

The discipline rule itself caused this release to exist: writing the
[Unreleased] entry made the missed fix obvious, which is exactly the
feedback loop the rule is supposed to create.
2026-04-26 01:52:08 +02:00
Petr Simecek
864a245acf
fix(deploy): pass CADDY_TLS through to caddy container (#55)
* fix(deploy): pass CADDY_TLS through to caddy container

PR #52 added the {$CADDY_TLS:default} substitution to the Caddyfile but
forgot to expose CADDY_TLS to the caddy service in docker-compose.yml.
Result: Caddyfile substitution falls back to the default
(`tls /certs/fullchain.pem /certs/privkey.pem`) regardless of what the
operator wrote into .env, and Caddy crash-loops with "open
/certs/fullchain.pem: no such file or directory" on any LE / internal
deployment.

Compose `- CADDY_TLS` (no `=value`) is the bare-form passthrough — Compose
reads the value from .env (or the host shell) at up time. No-op when
CADDY_TLS is unset (Caddyfile default kicks in), exact behavior preserved
for cert-file deployments.

Caught by Keboola's first agnes-dev recreate (kids-ai-data-analysis project,
agnes-dev.keboola.com) — VM came up with .env containing
CADDY_TLS="tls petr@keboola.com" but Caddy ignored it and tried to load
the corp PKI cert file.

* docs(changelog): document the CADDY_TLS passthrough fix per discipline rule
2026-04-26 01:46:42 +02:00
Petr Simecek
d7bd710ca2
docs(claude): non-negotiable CHANGELOG.md update rule + [Unreleased] skeleton (#59)
CLAUDE.md gains a "Changelog discipline — non-negotiable" section above
"Git Commits & Pull Requests". Codifies the rule that every PR touching
user-visible behavior must update CHANGELOG.md under [Unreleased] in
the same PR — with concrete instructions for which sections to use,
how to mark breaking changes, and what counts as user-visible.

CHANGELOG.md gets an [Unreleased] skeleton above [0.11.0] so the next
PR has somewhere obvious to land its bullet, plus the inaugural
[Unreleased] entry documenting this very rule (eats its own dog food).

The rule is intentionally strict ("no exceptions, no follow-ups") —
soft "should" rules erode under pressure; binding rules survive PR
churn. Reviewers should bounce PRs that violate it, same as they'd
bounce a PR with no test changes for new logic.
2026-04-26 01:10:32 +02:00
Petr Simecek
598f186eb1
release(0.11.0): reset to pre-1.0 semver + first changelog (#58)
The version = "2.x" strings in earlier pyproject.toml snapshots were
arbitrary placeholders from the initial scaffold (cookiecutter default),
not a reflection of API maturity. Resetting to 0.11.0 to signal pre-1.0
status: public surface (CLI flags, REST endpoints, instance.yaml schema,
extract.duckdb contract) may still shift between minor versions.

CalVer image tags (stable-YYYY.MM.N, dev-YYYY.MM.N) continue from CI;
semver tags (v0.X.Y) are cut at release boundaries and reference the
same commit as a stable-* tag from the same day.

CHANGELOG.md replaces the old CalVer draft format with Keep a Changelog
+ semver. The 0.11.0 entry curates everything currently in main:
- Auth: Workspace groups, password reset, PAT, magic-link, seed admin pwd
- Deploy: keboola-deploy workflow, Caddy/LE/cert-file TLS, dev_instances
  TLS, optional Google OAuth from SM, LOCAL_DEV_MODE, /setup wizard
- CLI: wheel distribution, auto-update, --version, --dry-run, gzip
- Data: remote query (BQ+DuckDB), business metrics, OpenAPI snapshot test
- Security: padak-security.md audit batch + urllib3 + argon2-cffi
- Two BREAKING items called out (Caddy profile rename, Caddyfile default
  cert mode flipped to cert-file)
2026-04-26 01:05:55 +02:00
ZdenekSrotyr
6c53082295 feat: multi-instance deployment — all 14 must-have items from spec
CalVer CI (release.yml) with stable/dev channels, health endpoint
with version/channel/schema_version, JWT secret auto-generation with
file persistence, smoke test script + Docker-in-CI, pre-migration
snapshot, /api/admin/configure for headless setup, /api/admin/
discover-and-register, /setup wizard, OpenAPI snapshot test, custom
connector mount support, CHANGELOG, migration safety tests, startup
banner.

663 tests pass (6 new migration safety + 3 OpenAPI snapshot + 1
updated JWT test).
2026-04-10 11:57:42 +02:00