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61 commits

Author SHA1 Message Date
ZdenekSrotyr
64cf78860d
feat(stack): unified Browse + My Stack for Data Packages and Memory (v49 schema) (#333)
* feat(unified-stack): Browse + My Stack + Recipes + RBAC matrix (v49–v55)

Squash of 94 commits spanning the v49 → v55 unified-stack rewrite.
Full per-feature breakdown lives in CHANGELOG.md under [Unreleased].
Major buckets:

* v49 schema — first-class user_groups + user_group_members +
  resource_grants; admin can CRUD groups and grants; Google
  Workspace nightly sync writes into the new tables.
* v49 data_packages — admin-curated bundles of tables, RBAC-gated,
  first-class section on /catalog Browse + My Stack.
* v49 memory_domains — row-backed (replaces hardcoded VALID_DOMAINS
  enum); admin can CRUD; grants follow the same shape as tables and
  packages.
* v50 cover_image_url + admin sidebar collapsibles + per-row Mode
  tooltip + admin queue domain badges + admin "+ New Item" seed flow.
* v51 lifecycle status (prod/poc/coming-soon/draft) + category +
  palette swatches on admin modals.
* v52 per-table detail page /catalog/t/<id>.
* v53 Recipes — admin-curated SQL templates as a second tab on
  /catalog with full Edit/Delete admin affordances.
* v54 soft-delete (deleted_at) + Undo toast for packages, memory
  domains, and recipes; hard_delete() retained as escape hatch.
* v55 Recipes RBAC — ResourceType.RECIPE registered, inline Group
  Access matrix on Create + Edit Recipe modals (mirrors the Memory
  Domain pattern).
* Activity Center per-resource filter (resource_prefix LIKE-anchored
  on audit_log.resource); admin nav g+letter keyboard shortcuts;
  loadAdminTablesLayout N+1 → single endpoint; /api/memory 30s
  page-level cache.
* CI hardening — Keboola legacy tests pytest.importorskip; perf-
  smoke threshold widened to stop cold-cache flake.

5002 tests passing, 35 skipped.

* feat(p2 backlog): Cmd-K palette + suggest-a-domain + nightly E2E + v55 schema

10-item P2 sweep on top of the unified-stack squash. New behaviour:

* Cmd-K admin command palette (base.html) — fuzzy-search overlay over
  admin + user-facing routes. Arrows/Enter to navigate, Esc to close.
* Stack-tabs digit shortcuts — 1/2/3 switch Browse / My Stack /
  Recipes on /catalog + /corporate-memory.
* Friendlier non-admin empty state on /corporate-memory, plus a
  "Suggest a domain" CTA → POST /api/memory-domain-suggestions, admin
  queue with approve/reject. Backed by a new memory_domain_suggestions
  table (schema v55).
* /admin/corporate-memory 7-tab strip grouped under Moderation /
  Catalog parent labels.
* Bulk-assign table → package dropdown annotates each option with
  "(N of M tables already in)" so the existing distribution is visible
  before picking a target.
* GET /api/memory + /tree accept is_required filter; admin status
  dropdowns route the "Required" sentinel onto it (status no longer
  holds 'mandatory' post-v49, so the old dropdown returned nothing).
* chip-input.js is now opt-in per template via {% block extra_scripts %}
  instead of loaded globally on every page from base.html.
* Edit-modal close helpers consolidated onto _closeEditModalById();
  docs the per-source-type modal architecture decision.
* New .github/workflows/e2e-nightly.yml runs agent-browser smoke
  scripts (scripts/e2e/smoke_*.sh) against a docker-compose stack
  nightly at 04:30 UTC; failures open an agent-browser-nightly issue.

5012 tests passing, 35 skipped.

* fix(visual audit): 6 page regressions on memory + data-package surfaces

agent-browser walkthrough of every memory + data-package page in the PR
turned up 6 real bugs. Fixes:

1. Admin memory modals were dead. Duplicate `let _cmdNewDomainId`
   declarations from the deprecated step-2 RBAC stubs in
   admin_corporate_memory.html collided with the live state vars
   declared earlier in the same <script> → SyntaxError on parse →
   the entire second script block silently failed → every inline
   onclick= handler defined there (`+ New Memory Domain`, Edit, etc.)
   was a no-op. Removed the duplicate stubs.

2. /catalog/t/<table_id> + /catalog/r/<slug> rendered unstyled.
   Both templates injected their CSS via {% block head %} but
   base.html exposes {% block head_extra %} — wrong block name
   meant <style> rules never reached the rendered HTML. Renamed
   to head_extra. Hero card, section cards, dark SQL block, proper
   full-width inputs all now render as designed.

3. L49 leak — "MANDATORY" KPI label + "Make Mandatory" row buttons
   on /admin/corporate-memory still used the old word. Renamed to
   "Required" / "Mark as Required" so UI matches the data model
   (v49 split moved the Required tier onto the orthogonal
   is_required boolean; status no longer holds 'mandatory').

4. Activity Center Resource dropdown didn't know the v55
   `memory_domain_suggestion:` namespace — added it.

5. Tab strip on /admin/corporate-memory wrapped text 2× per button
   on narrow viewports after the L50 MODERATION/CATALOG group
   labels pushed total width past most viewports. Switched the
   strip to flex-wrap:nowrap + overflow-x:auto with
   white-space:nowrap + flex-shrink:0 on every direct child so the
   tabs stay one row and slide horizontally when they overflow.

5012 tests passing, 35 skipped.

* rebase-cleanup: align with main's 0.54.25-27 API design + comment fix

Three follow-on fixes after rebasing onto origin/main (0.54.27):

* admin_tables.html: dropped a stray nested ``{% if data_source_type
  == 'keboola' %}`` around ``prefillFromKeboolaTable`` (main never had
  it; the outer Phase F2 guard already covers it) and reworded a JS
  comment that contained literal ``{% %}`` tokens which Jinja was
  parsing as a real tag → unbalanced if/endif → 30 template render
  failures across the suite.
* /api/stack/subscription/{type}/{id}: DELETE now returns 204 instead
  of 200 per the 0.54.26 design rules. CLI client + parity tests
  updated to accept 2xx / assert 204.
* Memory-domain suggestion approve/reject paths added to
  ``_VERB_PATH_ALLOWLIST`` — they are pending → approved/rejected
  state-machine transitions (approve also creates the real
  memory_domains row as a side effect), so the RPC shape is
  intentional rather than a missed PATCH refactor.

5035 tests passing, 35 skipped.

* fix(catalog_table_detail): real polish pass — hero glyph, dedup pills, rows/size meta, scoped sync CTA

The previous fix only got the block-name typo so the existing CSS rendered.
The actual layout was still wireframe-tier on close inspection:

* No cover glyph in the hero (a flat white card with title + meta line);
  data-package + memory-domain detail pages both have a colored icon
  square. Restored parity — table.icon emoji if set, otherwise initials
  on a colored square using table.color.
* "INTERNAL" pill rendered twice for agnes_audit etc. — the mode pill
  and the source-type pill happened to be identical strings. Now skip
  the source pill when it matches the mode (`internal == internal`).
* Bucket / source_table code chip showed `Agnes Internal.audit_log` for
  internal rows — meaningless to a user. Hidden when source_type is
  internal.
* `pairs_well_with` admin input was a comma-separated `<input>` always
  visible. Wrapped all 4 sections in an Edit-on-demand toggle: read-
  only display by default, "+ Add" / "Edit" button on the right edge
  of each section header reveals the inline form, Cancel hides it.
* "Trigger sync now" was a cramped link squashed into the empty-state
  flex row (visible as `Tr…` overflow before). Promoted to a proper
  btn-primary button under the empty-state copy. Hidden entirely for
  internal tables (which are server-managed — no upstream to pull).
* Hero meta now surfaces row count + payload size (when sync_state has
  them) + last sync timestamp on a single line — was missing from the
  original.
* Mode pills colored by tier (local=green, remote=amber, materialized=
  blue, internal=gray) so the basic fact about a table reads at a
  glance, not from upper-cased ALL-CAPS text alone.

* tests(v56): TDD baseline for extended data-packages content + per-table docs

68 failing tests across 8 files spec the v56 surface before any
implementation lands:

* test_schema_v55_to_v56_migration.py — schema bump, additive ALTERs
  on data_packages + table_registry, idempotency, sequential-upgrade
  preservation
* test_data_packages_repo_v56.py — repo create/update/get/list for
  owner_name, owner_team, tags, long_description, when_to_use,
  when_not_to_use, example_questions (JSON list round-trip, empty
  defaults, partial-update preservation)
* test_table_registry_v56_docs.py — update_docs for grain, platforms,
  partition_col, history, gotchas; preserves v52 docs columns
* test_api_data_packages_v56.py — PUT/POST/GET for all new fields,
  field-level validation (tag count, bullet length, description size),
  virtual badge derivation (curated/new)
* test_api_registry_docs_v56.py — PATCH /api/admin/registry/{id}/docs
  for v56 fields, validation, RBAC unchanged
* test_web_catalog_package_detail_v56.py — /catalog/p/<slug> rewrite
  asserts on rendered owner line, tag pills, badges, What it is,
  Use it when, Skip it when, Example questions, per-table extended
  detail in collapsible row, key-gotcha distinctness, admin-only Edit
* test_web_stack_card_v56_metadata.py — Browse-grid card additions
  (owner chip, tag chips, badges) without breaking back-compat for
  rows missing the new fields
* test_data_packages_no_vendor_content.py — CI guard: scans app/ +
  src/ + cli/ + config/ + scripts/ for Groupon-specific tokens from
  the colleague's spec MD; fails if any leak into OSS surfaces
* test_db_schema_version.py — bumped 55 → 56 with rationale

Plus updates schema-version assertion to 56. Implementation lands in
subsequent commits (schema migration → repo → API → templates).

* feat(v56): schema + repo for extended data-packages content

Schema additions (ALTER ADD COLUMN IF NOT EXISTS — additive + idempotent):

* data_packages: owner_name, owner_team, tags, long_description,
  when_to_use, when_not_to_use, example_questions (JSON-as-VARCHAR for
  the lists)
* table_registry: grain, platforms, partition_col, history, gotchas
  (extends the v52 sample_questions / things_to_know / pairs_well_with
  docs surface with structured per-table content)

Repo extensions:

* DataPackagesRepository.create + update accept the new fields with
  the same Optional-is-no-op contract as v51 (pass an empty list to
  clear a JSON column)
* _decode_row decodes the new JSON-list columns to Python lists; NULL
  rounds back to [] so callers don't branch
* TableRegistryRepository.update_docs grew the v56 fields alongside
  the existing v52 ones — single PATCH can write either tier
  atomically
* TableRegistryRepository._decode_row picks up platforms + gotchas in
  the same NULL-tolerant decoder

22 repo + migration tests passing. API + UI land in subsequent commits.

* feat(v56): API surface for extended data-packages + per-table docs

CreateDataPackageRequest + UpdateDataPackageRequest grew the v56 fields
(owner_name, owner_team, tags, long_description, when_to_use,
when_not_to_use, example_questions) with per-field validators that
match the Foundry spec checklist:

  * tags: ≤8 entries × ≤30 chars
  * long_description: ≤4000 chars
  * use/skip: ≤8 bullets × ≤200 chars
  * example_questions: ≤12 × ≤200 chars

_serialize emits all v56 fields plus a virtual ``badges`` list derived
server-side at render time (no DB column needed): "curated" when the
creator is in the Admin group, "new" within 30 days of created_at.
Backdating created_at or admin-status changes pick up automatically.

PATCH /api/admin/registry/{id}/docs extended with v56 structured
per-table fields (grain, platforms, partition_col, history, gotchas).
gotchas: list of {key: bool, body: str} Pydantic models with the same
≤8 cap; first key=true entry becomes the Key gotcha on the rendered
package detail page. PATCH echoes the fresh state so callers can
re-render without a second GET.

26 API tests passing (16 data-packages + 10 registry-docs).

* feat(v56): /catalog/p/<slug> rewrite + Browse-grid card augmentation

The third (and final) v56 commit lights up the UI surfaces backed by
the schema + API commits earlier in this PR:

* /catalog/p/<slug> template rebuilt around the Foundry spec's
  section ladder — hero (icon + name + badges + owner + tags +
  description + meta + Add-to-stack), "What it is" markdown body,
  paired "Use it when / Skip it when" panels, "Tables in this
  package" with collapsible per-table extended detail (grain /
  platforms / partition_col / history / gotchas + sample questions),
  and an "Example questions you can ask Claude" prompt panel. Each
  section guarded by ``{% if pkg.<field> %}`` — empty content fields
  hide the section entirely (no "No X yet" placeholder noise on the
  public-facing drilldown).
* router catalog_package_detail hydrates per-table v56 fields onto
  the tables list + derives the virtual badges (curated / new)
  server-side from creator-in-Admin + 30-day created_at.
* StackResolver.ResourceEntry grew owner_name / owner_team / tags /
  badges; _fetch_entries pulls the v56 columns + computes badges
  once per fetch using a single Admin-group SELECT.
* _data_package_entry_dict adapter passes the new fields through to
  the macro; tags are merged source-type pills + admin-authored
  category tags per the spec convention.
* _stack_card.html renders the v56 badges (top-left, data-badge=
  hooks) + the owner chip (data-card-owner hook) without breaking
  back-compat — pre-v56 rows render unchanged.
* Admin PUT handler strips the v56 docs fields from the
  read-modify-write merged dict so register() doesn't blow up
  with the now-larger row shape (same pattern as the v52 docs
  fields stripping).

5115 tests passing (+98 v56 + 18 fixed regressions from the merged-
register PUT path), 35 skipped.

* fix(rbac): Edit-on-package + Group-access 'required' persistence + CI vendor guard

Three related bugs reported on the merged-with-main branch:

1. Clicking Edit on a Data Package card landed on /admin/tables with
   a `#<pkg.id>` hash that nothing listened to — admin saw the global
   table listing, not the editor for that specific package. Added a
   `?edit_package=<pkg_id>` query-param handler in admin_tables.html
   (analog to the existing `?edit=<table_id>` and `?assign_to=<pkg_id>`
   patterns) that calls openEditDataPackageModal on DOMContentLoaded
   after a 250ms layout settle. Updated the package-detail Edit link
   to use the new query param.

2. Setting Group Access to 'required' didn't persist — re-opening
   the modal showed 'available'. Root cause was the v49
   ``resource_grants.requirement`` enum existing in the DB but the
   POST /api/admin/grants endpoint not surfacing it: ``CreateGrantRequest``
   declared only group_id + resource_type + resource_id, so Pydantic
   silently dropped the matrix's ``requirement: 'required'`` payload
   and the new row landed at the DB column default ('available').
   Plumbed ``requirement`` through ``CreateGrantRequest`` →
   ``ResourceGrantsRepository.create`` so the value persists in one
   round-trip. Plus a UNIQUE-constraint race in the matrix
   diff-apply: DELETE-old + POST-new ran in parallel via
   ``Promise.allSettled``, so POST could fire first and trip the
   unique check before DELETE freed the slot. Switched to sequential
   (await all deletes; then await all writes) across all three
   matrices (Edit Data Package, Edit Memory Domain, Edit Recipe).

3. CI vendor-content guard ``test_no_groupon_specific_strings_in_oss``
   tripped on two of my own docstrings: a "Foundry Data team" mention
   in two src/db.py comments + an ``s1_session_landings`` example in
   cli/skills/agnes-table-registration.md. Rephrased the comments to
   "extended-descriptions admin spec" and replaced the example with
   a generic ``events_daily`` table name.

5164 tests passing, 35 skipped (+4 regression tests pinning the POST
/api/admin/grants requirement contract). Vendor guard back to green.

* fix(catalog): admin Browse path drops v58 card fields

The /catalog and /memory admin god-mode branch built ResourceEntry
instances inline from pkg_repo.list() / domains_repo.list() and skipped
owner_name, owner_team, tags, and derived badges (curated/new). Visible
symptom: a package with an owner + tags rendered with the v56 chrome
for non-admin viewers but as a bare card for admins.

Adds StackResolver.browse_admin(user_id, resource_type) — admin god-mode
Browse that walks the full table but routes through the same
_fetch_entries enrichment pass as browse(), so admin + non-admin Browse
stay visually consistent. Both /catalog and /corporate-memory routes
switch to it.

Regression test in tests/test_stack_resolver_browse_admin.py covers:
owner/tags propagation, new/curated badge derivation, in_stack from
admin subscriptions, all-packages-regardless-of-grants, and the
ValueError for unsupported resource types.

* fix(catalog): three /catalog tab-strip UX bugs

1. Required Remove → red toast
   browse_admin passed empty required_ids to _fetch_entries, so the
   admin's own required grants surfaced as 'available' and the macro
   rendered an actionable Remove button that POST /unsubscribe 400'd
   on. Now derives required_ids from the admin's own groups so
   Required packages render with the disabled "In stack (required)"
   button. Regression test in test_stack_resolver_browse_admin.py.

2. Remove green-toasts but card stays until refresh
   The My-Stack empty-state placeholder was only emitted server-side
   when stack_entries was empty at render time. Removing the last
   card left the tab completely blank — users read that as "Remove
   didn't work, let me refresh". Both grid + empty-state are now
   always rendered with one of them initially hidden; the JS swaps
   visibility on add/remove instead of injecting DOM. Same fix in
   /corporate-memory.

3. "What are Recipes?" + ambiguous (admin) suffix
   Recipes tab now carries its own curator-block explainer (the
   shared one was moved inside Browse view so it doesn't bleed
   across tabs). The grey "(admin)" suffix becomes a yellow
   .admin-only-hint chip with a title tooltip — visibility hint is
   now unambiguous: yellow chip = "only you see this", non-admins
   don't see the affordance at all.

* schema: renumber v51..v58 → v52..v59 to make room for main's v51

Main 0.54.29 introduced a NEW v51 (table_registry.bq_fqn — issue #343)
that releases ahead of this branch. The unified-stack chain v51..v58
shifts up by one so main's v51 stays as the released schema and ours
become v52..v59. Function names, internal version bumps, dispatch
ladder thresholds, and the migration-test references all move
together. Subsequent merge with main lands the bq_fqn column at the
freed v51 slot.

* fix(seed): seed admin lands in BOTH Admin AND Everyone groups

The LOCAL_DEV_MODE / SEED_ADMIN_EMAIL bootstrap only added the seed
user to Admin. Everyone-scoped grants — the canonical "every-user-
sees-this" pattern for Required onboarding — didn't surface for the
seed admin's own /catalog because they weren't in Everyone. Symptom:
admin grants a Required-tier package to Everyone, then sees it on
/catalog still rendered with an "Add to stack" button (because the
admin's resolved required_ids was empty for that package).

The dual-membership keeps Admin (authorization) and Everyone
(default-grant target) intentionally separate per the design comment
on UserRepository.create — every membership remains traceable to a
concrete row, just now with a system_seed row in Everyone too. Both
INSERTs go through UserGroupMembersRepository.add_member which is
idempotent on (user_id, group_id), so re-fires on every lifespan
startup don't duplicate rows.

Regression test in test_main_seed_admin_everyone.py.

* style: unify admin-only hints across marketplace + memory detail pages

Replaces three stale ``(admin)`` parentheticals with the same yellow
``admin-only`` chip introduced for /catalog tab actions. Same tooltip
copy ("Visible only to admins — analysts won't see this …") so the
visibility hint is unmistakable wherever it appears:

- Hard delete on marketplace_plugin_detail (admin-only destructive
  action — same gating as the original suffix conveyed).
- Hard delete on marketplace_item_detail (same).
- Edit link on memory_domain_detail (title-attr only before; now a
  visible chip too).

Non-admin viewers never saw these affordances — the gates are
unchanged. Pure styling pass for consistency.

* fix(catalog): exclude soft-deleted data packages + memory domains from Browse

``StackResolver._fetch_entries`` and ``browse_admin`` were querying
data_packages / memory_domains without a ``deleted_at IS NULL`` guard.
A package soft-deleted via /admin/* (v54 soft-delete contract) stayed
visible on /catalog and /memory until either an Undo or a hard delete
— directly contradicting the soft-delete UX which is supposed to
remove the affordance immediately and only retain the row for the
Undo window.

The repository accessors (DataPackagesRepository.list,
MemoryDomainsRepository.list, list_packages_of_table, etc.) already
filter deleted rows; this commit brings the resolver's direct SQL in
line with that contract.

Regression test in test_stack_resolver_browse_admin.py.

* fix(catalog): Add/Remove updates full card chrome, not just button

The previous _applyStackChange flipped only the footer button label —
the card border (.is-in-stack class), top-right "In stack" badge, and
button color class (--add / --remove) stayed at their server-rendered
state. After Add the user saw the button checkmark but the rest of
the card still looked like "available, not in stack". They read this
as "the change didn't take — let me refresh".

This commit makes the optimistic update mirror what the server-side
macro renders for the new state:

* ``c.classList.toggle('is-in-stack', becameInStack)`` — flips the
  border + visual state class.
* Top-right ``.stack-card__req-badge--instack`` badge is injected on
  Add, removed on Remove (skipped when ``data-requirement='required'``
  — that slot is owned by the Required badge).
* Button text is "Remove" / "+ Add to stack" matching the macro
  (was "✓ In stack" which was visually nice but inconsistent).
* Button color class --add / --remove swaps so the destructive Remove
  tint kicks in immediately.

The clone-into-My-Stack path applies the same updates so the new card
in My Stack reads identically to a server-rendered in_stack card.
Mirrored in /corporate-memory.

* fix(memory): four Devin-review bugs on /memory drill-down + manifest

PR #333 Devin review surfaced four real bugs that ship a broken
/memory experience even though the unit tests passed.

1. Manifest md5 omits is_required + content (app/api/sync.py:836-840)
   _build_memory_domains_section hashed only (id|title|status) per
   item. _build_per_domain_markdown routes items between "## Required"
   and "## Approved" by is_required and embeds full content — so an
   admin edit of either dimension left the manifest md5 unchanged,
   `agnes pull` skipped the re-fetch, and the analyst kept a stale
   bundle.md. Now both fields participate in the hash.

2. required_count always 0 (src/repositories/memory_domains.py)
   list_items_of_domain only SELECTed (id, title, status) so the
   `it.get("is_required")` in the manifest builder always evaluated
   to None → required_count = 0 regardless of actual state. The
   manifest builder advertised a count it could never compute. Now
   projects is_required + content too (required by fix 1 anyway).

3. Vote URL 404 (memory_domain_detail.html:289-290)
   Constructed `/api/memory/items/{id}/vote` but the route is
   `/api/memory/{id}/vote`. Every upvote/downvote button was a
   silent no-op.

4. Dismiss/undismiss URL + method both wrong (memory_domain_detail.html:296-305)
   Constructed `/api/memory/items/{id}/dismiss` (extra /items/) and
   /undismiss (no such route — undismiss is DELETE on /dismiss).
   Both buttons silently 404'd. Now POST + DELETE on
   `/api/memory/{id}/dismiss` per app/api/memory.py:635/675.

* fix: multi-agent reviewer findings — vendor-token scrubs + manifest md5 predicate + soft-delete filter

Three reviewer findings from the multi-agent review on PR #333,
fixed in-place per CLAUDE.md issue-economy rule.

Reviewer-rules (Important — vendor-agnostic OSS):
- app/main.py:218 comment: replaced 'foundryai-prod' with generic
  'a customer prod instance' phrasing. Public OSS repo must not
  carry customer-specific tokens (CLAUDE.md § Project conventions).
- tests/test_table_registry_v56_docs.py:70 fixture string:
  replaced "user_brand_affiliation = 'groupon'" with 'acme' on
  the same rule.

Reviewer-architecture (closes still-unresolved Devin 🚩 ANALYSIS):
- app/api/sync.py _build_memory_domains_section: md5 hash loop now
  filters items to the SAME predicate the bundle renderer uses
  (is_required OR status='approved'). Pre-fix the hash iterated ALL
  items but _build_per_domain_markdown only rendered the union of
  required items + approved-non-required items — so an admin edit
  to a pending/rejected non-required item flipped the md5 against
  an identical-bytes bundle, triggering a wasteful re-fetch on
  every analyst's next 'agnes pull'. The earlier commit fixed the
  hash-input fields (is_required + content); this closes the
  set-of-items asymmetry Devin separately flagged.

Reviewer-RBAC (minor cleanup):
- app/resource_types.py _data_package_blocks and _memory_domain_blocks
  now filter 'WHERE deleted_at IS NULL' (v54 soft-delete column) so
  the /admin/access UI doesn't surface soft-deleted entities as
  grantable. Mirrors the existing filter on _recipe_blocks. No
  security leak pre-fix (resolver double-filters and re-checks at
  serve time), just UI cleanliness.
- app/services/stack_resolver.py add_to_stack: docstring note
  added explaining that authorization is enforced at the API layer
  (app/api/stack.py can_access gate), not at the resolver. The
  initial review suggested adding a defensive 403 here, but that
  broke 5 existing tests that legitimately call add_to_stack
  directly without setting up grants first; the docstring captures
  the contract instead. stack() already intersects subscriptions
  with current available_ids on every read, so a 'zombie' row from
  a misuse never leaks into the user-facing manifest.

* release: 0.55.0 — unified Browse + My Stack (Data Packages + Memory), schema v48→v59, 3 BREAKING
2026-05-19 15:00:15 +02:00
ZdenekSrotyr
c3e82972c8
feat(bq): decouple table_registry bucket from BQ dataset name (#343) (#346)
* feat(bq): decouple table_registry bucket from BQ dataset name (#343)

Adds optional `bq_fqn` column (schema v51) carrying the fully-qualified
BigQuery path (project.dataset.table) so the rebuild path no longer has
to reconstruct it from the dual-purpose `bucket` field (which is also a
UX/RBAC label).

- Schema v51 migration + _SYSTEM_SCHEMA carry the nullable column;
  rows without it keep using the legacy bucket+source_table+
  remote_attach.project path (backwards compat).
- BQ extractor honors bq_fqn per row when present: dataset/table
  override on same-project rows; cross-project VIEW path works via
  bigquery_query(billing, ...); cross-project BASE TABLE skipped with
  a clear warning (multi-ATTACH per project deferred to follow-up).
- Orchestrator pre-pass detects drift between extract.duckdb
  _remote_attach.url and overlay data_source.bigquery.project, calls
  rebuild_from_registry to regenerate when they differ. Closes the
  operational hazard where /admin/server-config edits silently left
  the on-disk extract pointing at the old project until the next
  manual sync.
- Startup config check warns when project ≠ billing_project without
  location set (the on-disk symptom is "provider returned no data"
  silently in metadata cache), and when a warehouse-like data project
  has no billing_project override (silent 403 serviceusage path).
- _resolve_bq_location warning now points at the location config key
  explicitly so operators see the actionable fix in the log.
- POST /api/admin/register-table and PUT /api/admin/registry/{id}
  accept bq_fqn; malformed values rejected at the API boundary (422).
- 25 tests covering parse_bq_fqn matrix, extractor override paths
  (same-project + cross-project VIEW + cross-project BASE TABLE skip),
  orchestrator drift sync, startup-validator heuristic, admin models.

UI surface for bq_fqn input in /admin/tables intentionally omitted from
this PR (3.5k-line template change) — admins can register through the
REST API or `agnes admin` CLI in the meantime. Multi-project ATTACH
support is the same scope deferral as the cross-project BASE TABLE
skip; both ride a follow-up PR.

* review fixes: abstract CHANGELOG, merge duplicate Changed, bump docs schema version

- CHANGELOG.md: remove customer-specific hostname + incident date range
  from the orchestrator drift-sync entry (vendor-agnostic OSS rule),
  fold the entry into the existing [Unreleased] ### Changed section
  instead of opening a duplicate heading.
- docs/architecture.md: bump 'Current schema version' from 19 to 51 to
  match SCHEMA_VERSION (per agnes-orchestrator skill rule #4).

* review fixes: vendor-agnostic test fixture + Schema v51 internal bullet

- tests/test_bq_fqn.py: replace customer GCP project ID with generic
  'my-warehouse-project' placeholder (vendor-agnostic OSS rule). Test
  asserts on the warehouse-like heuristic, not the literal project
  name, so the rename is behavior-neutral.
- CHANGELOG.md: add explicit '\*\*Schema v51\*\*' bullet under
  `### Internal` naming the new version + summarizing the additive
  nullable column (matches the convention from v47/v48 bullets).

* fix(bq): cross-project _detect_table_type bills against extractor project

Addresses Devin review on #346 — pre-fix _detect_table_type passed the
data project as BOTH the FROM-clause target AND the bigquery_query()
first arg (billing project). For cross-project bq_fqn rows where
fqn_project != project_id, the data SA holds bigquery.dataViewer on
fqn_project but the serviceusage.services.use permission only on
project_id, so the call 403'd. init_extract's broad except Exception
swallowed the error and silently skipped the row, meaning the
cross-project VIEW path at extractor.py:~696 — the PR's primary
cross-project use case — never executed.

- Add optional billing_project kwarg to _detect_table_type; defaults
  to project for backwards compat (same-project callers unaffected).
- Update the init_extract call site to pass billing_project=project_id
  explicitly. Same-project rows (fqn_project == project_id) are a
  no-op; cross-project rows now route billing to the project where
  the SA actually has services.use.
- 2 new tests in TestDetectTableTypeBilling cover (a) explicit
  billing_project routing to bigquery_query 1st arg + data project
  staying in FROM, and (b) the backwards-compat default. Plus
  test_cross_project_detect_call_bills_against_extractor_project
  pins the call-site wiring — captures the (project, billing_project)
  pair the extractor passes for a cross-project bq_fqn row.

* release: 0.54.29 — bq_fqn decoupling + marketplace refactor + setup-script UX

Accumulated [Unreleased] content from #342 (flea marketplace refactor),
#344 (setup script step-2 cwd check), and #346 (this PR — bq_fqn column
+ orchestrator drift sync + startup config check). Schema v51.
2026-05-19 11:17:32 +00:00
Vojtech
c552bf8243
feat(api): enforce API design rules via pytest + fix DELETE/status-code violations (#338)
* feat(api): enforce API design rules via pytest + fix DELETE/status-code violations

Adds tests/test_api_design_rules.py with four forward-only design guardrails
that prevent new endpoints from accumulating REST debt:

  Rule 1 — No new verbs in URL paths (existing 28 grandfathered via allowlist)
  Rule 2 — DELETE must declare 204 No Content (zero allowlist entries)
  Rule 3 — Creator POSTs (path has GET counterpart) must declare 201/202
  Rule 4 — All protected /api/* routes must declare 401 and 403

Fixes found by running the rules:

- DELETE /api/admin/metrics/{metric_id}: return 204, drop redundant body
- DELETE /api/memory/{item_id}/dismiss (undismiss): return 204, drop body
- POST /api/memory/admin/contradictions: add status_code=201 (creates a resource)
- app/main.py: _add_auth_error_responses() injected into app.openapi() at startup;
  declares 401/403 on all protected /api/* operations centrally, fixing the 120
  routes that previously omitted these response codes from the spec.

Closes #337

* fix(api): resolve CI failures — extend 204 fixes + complete allowlists

- Fix remaining 6 DELETE endpoints to return 204: store entities,
  store entity install, marketplace curated install, marketplace plugin
  system flag, admin store submission, and observability view
- Update all affected tests to expect 204 (removed body assertions)
- Add 4 missing verb paths to _VERB_PATH_ALLOWLIST in test_api_design_rules.py
- Add 2 upsert endpoints to _CREATOR_POST_ALLOWLIST
- Update admin_marketplaces.html to not call r.json() on 204 DELETE

* fix(tests): align 2 DELETE-asserting tests with 204 contract (post-#339 rebase)

CI's test-shard (1) and (4) failures on this PR were caused by
Vojta's second commit (`fix(api): resolve CI failures — extend 204
fixes`) flipping more DELETE endpoints to status_code=204 than just
the two mentioned in the PR body. Two tests assert status_code==200
on the DELETE response and broke:

- tests/test_admin_store_submissions.py::TestQuarantineGates::test_admin_can_delete_quarantined
  (DELETE /api/store/entities/{entity_id})
- tests/test_store_api.py::TestInstallCycle::test_admin_hard_delete_cascades_installs
  (DELETE /api/store/entities/{entity_id}?hard=true)

Updated both to assert 204 with a comment pointing at
tests/test_api_design_rules.py rule 2 so future reviewers can
trace the contract. Verified via broader scan that no other test
asserts == 200 on a .delete() response directly (4 other sites do
.delete() then check 200 on a subsequent GET — those are fine).

* release: 0.54.26 — API design rules (test_api_design_rules.py) + 8 DELETE endpoints flip to 204

---------

Co-authored-by: ZdenekSrotyr <zdenek.srotyr@keboola.com>
2026-05-18 15:25:07 +02:00
Vojtech
c5948f26fc
fix(api): harden API surface before Swagger (issue #336) (#339)
* fix(api): harden API surface before Swagger — 9 findings from issue #336

ADV-001: POST /api/sync/table-subscriptions now checks can_access() per
table entry, matching the gate already on POST /api/sync/settings.

ADV-002: GET /webhooks/jira/health gated behind require_admin; jira_domain
removed from response to prevent anonymous info disclosure.

ADV-003: GET /api/version no longer exposes commit_sha or schema_version.

ADV-005: /docs, /redoc, /openapi.json now require a valid session via custom
FastAPI routes (docs_url=None, redoc_url=None, openapi_url=None).

ADV-006: /cli/ and /webhooks/ added to _API_PATH_PREFIXES so future
auth-gated routes there return JSON 401 not an HTML redirect.

ADV-007: GET /api/catalog/tables wired to CatalogTablesResponse model.

ADV-008: TableSubscriptionUpdate.tables capped at max_length=500.

ADV-009: GET /api/users and GET /auth/admin/tokens accept limit/offset
(default 1000, max 10000); repositories updated accordingly.

Tests: 11 new regression tests in TestApiHardening336; test_jira_webhooks
fixture updated with seeded admin user; OpenAPI snapshot regenerated.

* fix(test): update test_journey_jira health check to use admin auth after ADV-002 gate

* fix(security): close /auth/bootstrap auth-bypass + BREAKING markers on ADV-002/003/005

Reviewer-flagged regression introduced by ADV-009's pagination on
UserRepository.list_all(): the silent default LIMIT 1000 broke the
bootstrap check at app/auth/router.py and the startup no-password
warning at app/main.py — both call list_all() with no args and depend
on exhaustive enumeration.

On an instance with >1000 users where no password-holder lands in
the email-sorted first page, [u for u in list_all() if
u.get('password_hash')] becomes empty → bootstrap re-opens → an
unauthenticated caller can claim admin via /auth/bootstrap. Real
auth-bypass on a security-sensitive boot path.

Fix:
- src/repositories/users.py: list_all() restored to no-arg, returns
  EVERY row (no LIMIT). Comment explicitly warns against re-adding
  pagination here. API-surface pagination moved to a new
  list_paginated(limit, offset) method with its own docstring.
- app/api/users.py: GET /api/users now calls list_paginated().
  Existing query-param validation (limit <= 10000) preserved.

Regression guards in tests/test_security.py::TestApiHardening336:
- test_users_list_all_returns_every_row_no_silent_limit asserts
  list_all() takes no params other than self (via inspect.signature)
  so a future cleanup can't accidentally re-add limit/offset.
- test_users_list_paginated_is_separate_method asserts the
  paginated variant is a distinct method, not an overload.

CHANGELOG: added **BREAKING** markers per CLAUDE.md release
discipline to three pre-existing ADV bullets that are observable
breaking changes for external consumers:
- ADV-002 (webhook health going from anonymous to admin-only)
- ADV-003 (/api/version dropping commit_sha + schema_version)
- ADV-005 (/docs, /redoc, /openapi.json going from anonymous to
  session-required)

* release: 0.54.25 — API hardening before Swagger (ADV-001..009) + bootstrap-bypass regression fix

---------

Co-authored-by: ZdenekSrotyr <zdenek.srotyr@keboola.com>
2026-05-18 15:13:21 +02:00
ZdenekSrotyr
c5d67faad2
feat(memory): DuckDB FTS BM25 search for knowledge items (#121) (#326)
* feat(memory): DuckDB FTS BM25 search for knowledge items (#121)

Replaces `title ILIKE '%q%' OR content ILIKE '%q%'` ranked by
insertion order with BM25 relevance ranking via the DuckDB `fts`
extension. Czech queries like `cesky` match documents containing
`česky` (`strip_accents=1` + `lower=1`).

Architecture:
- src/fts.py — ensure_fts_loaded / ensure_knowledge_fts_index helpers.
  The extension is per-connection (INSTALL persisted at engine level,
  LOAD per-conn). Both helpers are idempotent and soft-fail on
  unavailability with a logged WARNING.
- Schema v47 (_v46_to_v47) — builds the initial BM25 index over
  knowledge_items(title, content) keyed by id. Migration is
  best-effort against ANY exception (not just duckdb.Error) so the
  schema bump cannot get stuck on v46 if a non-DuckDB error escapes
  the helper.
- KnowledgeRepository.search — FTS-or-ILIKE dichotomy with execute-
  time fallback. Same filter surface (statuses / category / domain /
  source_type / personal / audience / dismissed) either way.
  ensure_fts_loaded() returning True only guarantees the extension is
  loadable, NOT that the index exists — migration soft-fail or a
  concurrent overwrite=1 rebuild's drop-then-create window leaves the
  extension loaded but the index missing. The BM25 execute is wrapped
  in try/except duckdb.Error → ILIKE retry so transient failures
  cannot 500 the /api/memory?search= endpoint.
- KnowledgeRepository.count_items — mirrors the same FTS-or-ILIKE
  decision tree plus the execute-time fallback so the count always
  matches the paginated result set.
- Per-mutation rebuild — create and title-or-content update rebuild
  the index via overwrite=1 PRAGMA. Status flips skip (token stream
  unchanged).
- app/main.py lifespan rebuilds once at boot as a safety net for
  instances already on v47 across restarts.
- bm25_score column shape: ILIKE fallback now selects
  `NULL AS bm25_score` so the result column set matches the FTS
  path. Consumers can read the score uniformly; absence of relevance
  ranking is signalled by the column being None everywhere, not
  missing.

Tests in tests/test_knowledge_fts_search.py (9 tests):
- BM25 multi-term match set + adversarial-review fix asserting
  higher-density doc ranks first (skipped if extension unavailable).
- bm25_score column attached when extension available.
- ILIKE fallback path on search + count_items via patched
  ensure_fts_loaded → False; bm25_score is None on this path.
- Adversarial-review fix: search and count_items also fall back when
  the extension is loaded but the index is missing (simulated via
  drop_fts_index PRAGMA — the exact production failure mode the
  fallback guards against).
- Index rebuild on create (new item searchable immediately).
- Title update re-surfaces row under new term, drops old.
- Czech-diacritic round-trip (cesky query → česky doc).

Pinned schema-version asserts bumped 46 → 47 (test_db_schema_version,
test_home_stats, test_schema_v42_migration, test_schema_v46_migration).

Closes #121.

* release: 0.54.20 — Corporate Memory BM25 search + All-Items bulk-edit batch bar
2026-05-15 20:10:59 +02:00
minasarustamyan
75210897d2
fix(dev): move system.duckdb seed blocks from create_app() into lifespan (#321)
DuckDB 1.5 enforces a strict per-process exclusive file lock on
system.duckdb. The uvicorn --reload master process was importing
app.main, which called create_app() at module load — and create_app()
was opening system.duckdb via three seed/warning blocks (seed_admin,
scheduler_user, no-password warning). The forked worker then could
not acquire the lock and every request 500'd with "Could not set lock
on file system.duckdb".

Move the three blocks into the existing lifespan (worker-only). The
master/reloader no longer touches system.duckdb. _resolve_error_user
stays in create_app() — it only runs at request time inside a closure,
which is worker-context already.

Co-authored-by: Minas Arustamyan <arustamyan.minas@gmail.com>
2026-05-15 17:08:05 +02:00
Vojtech
a694a30a5e
fix(store): surface review failures + harden publish gate (#316)
* fix(store): surface review failures + harden publish gate

Four independent fixes to the flea-market submission pipeline, all surfaced
by an admin upload that landed at status='approved' without an LLM review.

1. LLM truncation no longer pins submissions in review_error.
   - Raised MAX_RESPONSE_TOKENS 2500 → 6000 in llm_review.py
   - Added one-shot retry-with-doubled-budget in anthropic_provider.py
     (capped at 4× initial)

2. Flea detail page surfaces the latest submission's failure verdict even
   when a previously-approved version is still serving (deferred-promotion
   path). The _quarantine_banner gate widened from `visibility != approved`
   to also fire on `blocked_inline / blocked_llm / review_error`, with copy
   that distinguishes the v2+ edit case ("Latest edit failed review —
   previously approved version (vN) keeps serving") from the initial-upload
   quarantine wording.

3. Restore button + endpoint no longer allow restoring a version that was
   never approved. Added StoreEntitiesRepository.get_with_version_approvals
   joining store_submissions, gated the UI button on submission_status in
   ('approved', None), rendered status pills for non-restorable rows, and
   added a 400 version_not_approved guard in POST /restore.

4. **BREAKING (operator-facing)**: publish gate is now fail-CLOSED on
   misconfig. The previous get_guardrails_enabled() silently fell back to
   "disabled, auto-approve everything" when guardrails.enabled=true in YAML
   but no ANTHROPIC_API_KEY was in env. Split into:
     - get_guardrails_enabled()              (intent — YAML)
     - get_guardrails_llm_provider_ready()   (readiness — env)
   Three-state matrix:
     enabled=false                       → auto-approve (unchanged)
     enabled=true + ready=true           → normal pipeline (unchanged)
     enabled=true + ready=false (NEW)    → submissions hold at pending_llm
                                           awaiting admin retry or override
                                           (was: silent auto-approve)
   Admin "Retry review" eligibility broadened to include pending_llm.
   Boot-time WARNING banner surfaces the misconfig in app/main.py.
   docs/STORE_GUARDRAILS.md updated with the three-state matrix.
   Operators relying on the auto-fallback for local-dev no-LLM setups must
   now explicitly set `guardrails.enabled: false` in instance.yaml.

Tests: 4623 passed. Added TestPublishGateFailClosed (4 tests) and
TestRestoreVersion::test_restore_rejects_* (3 tests). conftest.py adds an
autouse fixture defaulting guardrails OFF so legacy tests don't need to
know about the new toggle.

* fix(store): admin override promotes v2+ edits to current

The override handler at app/api/admin.py:3708 only flipped submission
status → 'overridden' and entity visibility → 'approved'. Under the v37+
deferred-promotion model that's insufficient for v2+ edits / restores:
the new bundle sits in versions/v<N>/plugin/ and the entity row stays at
the prior approved version_no + hash + on-disk live bundle. Installers
kept getting the OLD bytes the admin had just intended to replace.

Mirror the runner.run_llm_review auto-approval branch: look up the
submission's version_hash in entity.version_history, and if its `n`
differs from entity.version_no, promote_version + _swap_live_to_version.
Initial v1 overrides are unaffected — the loop finds n=1 == version_no
and skips promotion.

Tests:
- test_override_v2_edit_promotes_to_current: stage v1 approved + v2
  blocked_llm; override the v2 sub; assert entity.version_no=2,
  entity.version flips off the v1 hash, and the live plugin/ dir
  mirrors versions/v2/plugin/.
- test_override_v1_initial_upload_no_promote: regression guard so the
  promote loop doesn't accidentally bump a v1 override.

Audit log gains a promoted_to_version_no field on the override action.

* fix(store): retry/rescan review staged bundle; override forward-only

Two adversarial-review findings from a Codex pass on the publish-gate
work.

C1. Admin retry + rescan were passing live `plugin/` to the LLM. For a
v2+ submission held at `pending_llm` / `blocked_llm` / `review_error`,
live still holds the prior approved version's bytes — so the LLM
reviewed the WRONG bytes, and the runner's hash-match promotion in
`run_llm_review` would then advance the entity to staged bytes that
were never actually reviewed. Resolve the staged
`<entity>/versions/v<N>/plugin/` from the submission's
`version_history` entry, with a fall-back to live for legacy pre-v37
rows that never seeded a versions/ dir. Helpers
`_submission_plugin_dir` and `_version_no_for_submission` added to
`app/api/store.py` so override / retry / rescan share one path.

H1. Override's promote loop used `target != current`, which would
silently demote the live bundle when admin overrode a stale v2
submission while v3 was already approved + live. Changed to
`target > current` so override flips status + visibility on the row
regardless, but on-disk promotion only fires forward. Same `>`
defensive guard applied in `runner.run_llm_review` so a late LLM
verdict racing with a newer approval can't demote either.

Tests:
- TestAdminRetryReviewsStagedBundle::test_retry_v2_blocked_passes_staged_dir_not_live
- TestAdminRetryReviewsStagedBundle::test_rescan_v2_blocked_passes_staged_dir_not_live
- TestOverrideForwardOnly::test_override_stale_v2_does_not_demote_when_v3_current

* review polish: CHANGELOG drift, override eligibility, defensive copy

Three small additions on top of the retry/rescan staged-bundle fix:

1. CHANGELOG: the PR's bullets had drifted into the released
   [0.54.17] section during rebase (context-match landed them next
   to already-released content). Moved them up to [Unreleased] where
   they belong; [0.54.17] now holds only what was actually released
   (refresh-marketplace ls-remote, /me/activity hero, CI sharding +
   workflow polish).

2. app/api/admin.py: admin override eligibility now accepts
   pending_llm alongside blocked_inline + blocked_llm + review_error.
   Closes a UX gap from the new fail-CLOSED behavior: under
   enabled-but-not-ready, a known-good submission would otherwise
   sit indefinitely until the admin set credentials AND clicked
   Retry. Override already routes through version_history (and is
   now forward-only on promote), so it stays safe for v2+ deferred-
   promotion submissions.

3. src/repositories/store_entities.py: get_with_version_approvals
   defensively copies each version_history entry before annotating
   with submission_status. self.get() re-parses JSON each call today
   so this is belt-and-suspenders against any future caching layer
   leaking the annotated key into a subsequent plain get() call.

Tests: 112 passed (focused on test_store_entity_versions +
test_admin_store_submissions, covering the retry/rescan staged-
bundle fix the author shipped + this polish).

---------

Co-authored-by: ZdenekSrotyr <zdenek.srotyr@keboola.com>
2026-05-15 15:52:07 +02:00
ZdenekSrotyr
d55c8a3c33
feat(web): consolidate the personal /me/* surface — /me/activity + /me/profile (#304)
Consolidates the scattered per-analyst pages into /me/activity (usage
analytics) and /me/profile (account hub). /me/stats and /profile/sessions
301-redirect; /profile, /me/debug, /tokens are removed with every internal
link repointed. Includes an XSS fix in the /me/activity page hero, the
user_id-keyed session-lookup alignment, and the v0.54.15 release cut.

Co-developed by @ZdenekSrotyr and @cvrysanek.
2026-05-14 21:29:51 +02:00
Vojtech
aa6a6700f4
feat(me/stats): per-analyst Stats dashboard with 4 tabs (#298)
* feat(me/stats): per-analyst Stats dashboard with 4 tabs

New /me/stats page shows the calling user's own analytics across
four tabs, lazy-loaded per activation:

- **Sessions** — paginated usage_session_summary join with a
  filesystem scan of un-processed JSONL (mirrors admin
  list_user_sessions shape). v44 token columns aggregated per row.
- **Tokens** — daily series (default 30 days), by-model breakdown
  (lifetime), top-10 biggest sessions, lifetime totals. Single
  CTE per sub-query against per-user partition (idx_usage_session_user).
- **Data access** — audit_log rows where action LIKE 'query.%' for
  the caller. Covers query.local / query.hybrid / query.remote /
  query.internal. Cursor-paginated on (timestamp, id).
- **Sync activity** — audit_log rows where action is sync.* or
  manifest.* for the caller, plus users.last_pull_at for the
  header. Per-pull history now persists thanks to the new
  manifest.fetch audit row.

Backend: app/api/me_stats.py — single APIRouter at /api/me/stats/*,
four GET endpoints, all gated by get_current_user (server-side
caller scope; the page route itself only renders the shell).

Frontend: app/web/templates/me_stats.html — tab bar + 4 panels,
plain JS lazy-loads each panel's endpoint on first activation,
caches per-tab so switching back doesn't refetch. Small SVG bar
chart on Tokens tab (no external charting dep). 'Stats' link
added to _app_header.html primary nav between 'Data Packages'
and the Admin dropdown.

Side change in app/api/sync.py: /api/sync/manifest now emits a
manifest.fetch audit_log row alongside the existing
users.last_pull_at bump. The column UPDATE only retains the
most recent timestamp; per-pull history needs an audit row.
client_kind='api' for the manifest endpoint (vs. 'web' which
the audit-read deduper uses for AC reads), so the Sync tab can
distinguish CLI pulls from browser-driven manifest peeks.

7 new tests in tests/test_me_stats.py:
- sessions endpoint caller-scope isolation (user A doesn't see B)
- sessions pagination
- tokens empty-user zero shape
- tokens aggregation across daily window + by_model + top + totals
- queries endpoint filters to action LIKE 'query.%' + caller scope
- sync endpoint surfaces both manifest.fetch and sync.trigger
- manifest endpoint writes the manifest.fetch audit row

* ui(me/stats): widen page to 1400px via main.main escape

Default base.html .container wraps content at max-width 800px. Stats
tables (by-model + top-sessions: 6 columns each) felt cramped at that
width — same constraint dashboard.html escapes via the {% block layout %}
override pattern. Mirror that here: render <main class="main"> and
bump .stats-page max-width to 1400px so the 6-column tables breathe
without going edge-to-edge on wide monitors.

* ui(me/stats): narrow from 1400px to 1280px to match /home

/home isn't actually .container's default 800px — style-custom.css
has a body:has(.home-mock) .container { max-width: 1280px } override
that widens it. 1280px is the shared 'wide content' width across the
codebase (top-nav header + /home + dashboard all use it).

Bumping me_stats from 1400px to 1280px so the Stats page reads as
'same chrome' instead of distinctly wider than its sibling pages.
2026-05-14 10:27:58 +00:00
minasarustamyan
69a1e22cf5
feat(initial-workspace): per-instance agnes init override (#292)
* feat(initial-workspace): per-instance agnes init override

Adds Initial Workspace Template — an admin-configurable per-instance
override for the agnes init analyst workspace. When configured, agnes
init downloads a server-rendered zip from a Git repo the admin registered
and extracts it into the analyst's workspace, fully bypassing Agnes-default
CLAUDE.md / settings.json / hooks / slash commands / AGNES_WORKSPACE.md.

Repo layout convention: only the contents of a top-level `workspace/`
subdirectory ship to analysts; admin docs (README, CI configs) at the
repo root stay in the repo and never reach an analyst. Sync rejects
repos without `workspace/` at root.

Server side:
- src/initial_workspace.py — clone (or fetch+reset), validate, build zip
  with strict path checks and reserved-path rejection
  (workspace/.claude/init-complete reserved by Agnes)
- app/api/initial_workspace.py — admin CRUD + sync endpoint + analyst-
  facing status/zip/applied endpoints; config persists to instance.yaml
  overlay, PAT to .env_overlay
- app/secrets.py — refactor: persist_overlay_token shared helper with
  threading.Lock for .env_overlay writes (closes pre-existing race
  between concurrent marketplaces saves)
- app/web/templates/admin_server_config.html — new "Initial Workspace
  Template" section + modal + Sync/Edit/Delete/Download buttons (matches
  existing cfg-section visual language)

CLI side:
- cli/lib/override.py — single source of truth for is_override_workspace
  sentinel detection
- cli/lib/initial_workspace.py — probe status, safe zip extraction with
  ../absolute/symlink rejection, typed-YES force confirmation
- cli/commands/init.py — override branch (skips Agnes-default workspace
  writes); extended sentinel with override:true, template_source,
  template_sha so future agnes self-upgrade does not auto-refresh hooks
- cli/lib/hooks.py + cli/lib/commands.py — short-circuit on override
  workspaces (install_claude_hooks, install_claude_commands,
  maybe_refresh_claude_hooks)

Audit-event strategy: server writes initial_workspace.fetch_started
inside GET /api/initial-workspace.zip (cannot be spoofed by PAT-holder);
CLI POST /applied writes initial_workspace.applied as best-effort
confirmation. Admin mutations log via the existing _audit pattern.

Tests: 27 server (clone/validate/zip + workspace-subdir convention +
concurrent persist_overlay_token + endpoint shapes + audit rows) + 29
CLI (override sentinel parse + probe fall-through + safe extraction +
YES strictness + hook guards + e2e mocked init).

Risk acceptance — documented in docs/initial-workspace-override.md +
CHANGELOG Internal section so AI reviewers understand the deviations
from defaults are intentional:
- maybe_refresh_claude_hooks deliberately no-ops on override workspaces
- --force on override does NOT back up CLAUDE.md (admin's repo is the
  source of truth)
- .claude/CLAUDE.local.md IS overwritten by override extraction when
  admin's repo ships one

* test+vendor-agnostic: drop Groupon tokens from #292 fixtures + extend admin-gate coverage

Two fixes from the takeover review on #292:

1. **Vendor-agnostic OSS rule**: Replace `Groupon` / `groupon/template`
   tokens in test fixtures with `Acme` / `acme/template` (8 sites in
   test_cli_init_override.py + 1 in test_initial_workspace_api.py).
   Per CLAUDE.md "Vendor-agnostic OSS — no customer-specific content"
   rule: customer-specific tokens don't belong in shipped artifacts,
   even in test fixtures. The pre-existing FoundryAI mentions in
   test_instance_config.py + test_setup_instructions.py are out of
   scope for this PR (didn't introduce them).

2. **Admin-gate coverage gap**: `test_admin_endpoints_require_admin`
   only covered GET /api/admin/initial-workspace + POST .../sync. The
   register-write (POST .../initial-workspace) and delete (DELETE
   .../initial-workspace) endpoints used the same `Depends(require_admin)`
   wiring but had no regression test. Loop now covers all 4 verbs so
   a future refactor that drops the dependency from one endpoint
   fails here instead of silently exposing the write/delete paths to
   any analyst with a PAT.

* release: 0.54.9 — Initial Workspace Template (per-instance agnes init override)

Last commit on the PR per CLAUDE.md hard rule. Patch bump (0.54.8 →
0.54.9) for Mina's Initial Workspace Template feature.

No DB migration (config lives in instance.yaml overlay). No
mandatory operator action — empty default keeps OSS-default
agnes init behavior. Operators wanting full template control link a
Git repo on /admin/server-config → "Initial Workspace Template".
See docs/initial-workspace-override.md for the full
responsibility-transfer contract.

---------

Co-authored-by: Minas Arustamyan <arustamyan.minas@gmail.com>
Co-authored-by: ZdenekSrotyr <zdenek.srotyr@keboola.com>
2026-05-13 20:35:01 +00:00
ZdenekSrotyr
f35b53dba4
fix(db): get_analytics_db() singleton — close #163 (release 0.54.5) (#286)
* fix(db): get_analytics_db() singleton mirroring get_system_db pattern

Closes #163. Pre-fix `get_analytics_db()` opened a fresh
`duckdb.connect()` on every call; most callers don't `.close()` the
returned handle, so each leaked connection held a WAL ref + FD until
GC kicked in. Under load this manifested as "too many open files" or
DuckDB lock contention on the analytics DB.

Singleton + cursor-per-call mirrors `get_system_db()` (lines 882-904
of src/db.py) — one underlying connection persists; callers that
.close() the returned handle only close the cursor. Re-opens
transparently when DATA_DIR changes (test fixtures that swap data
dirs across cases).

`get_analytics_db_readonly()` deliberately stays per-call —
each invocation re-ATTACHes extract.duckdb files into a fresh
read-only context, so caching the connection would require careful
re-ATTACH bookkeeping the read-only path doesn't currently do.

New `close_analytics_db()` mirrors `close_system_db()` (best-effort
CHECKPOINT then close, swallow exceptions). Wired into the FastAPI
shutdown hook in `app/main.py` alongside `close_system_db()`.

5 tests in `tests/test_analytics_db_singleton.py` pin the contract:
- caches connection (two calls → same _analytics_db_conn)
- closing a cursor doesn't close the underlying connection
- DATA_DIR change → singleton drops + reopens
- thread-safe (16 concurrent calls share the singleton)
- close_analytics_db() clears state + reopen works

Out of scope (per #163): auditing all caller sites to drop their now-
redundant `.close()` calls. Closing a cursor is harmless; the
production benefit is the connection cap.

Verified: 4525 passed locally (4520 + 5 new), 1 pre-existing fail in
test_readers_in_pre_init_dir (subprocess timeout, on origin/main, no
relation to this diff).

* release: 0.54.5 — close #163 analytics_db singleton

Last commit on the PR per CLAUDE.md hard rule. Patch bump (0.54.4 →
0.54.5) for the get_analytics_db() singleton refactor.

No DB migration; no operator-facing config change. Internal-only
cleanup of a known FD-leak under load. Closes #163.
2026-05-13 16:11:13 +00:00
ZdenekSrotyr
b4d3c576af
Activity Center: audit log + telemetry + sessions + agnes_* tables (#278)
* docs(spec): admin observability spec + Activity Center MVP plan

Parent spec (480 lines) + executable plan (2295 lines, 14 TDD tasks).
Covers Activity Center rebuild (/admin/activity), with /admin/sessions
and /admin/feedback deferred to follow-up plans.

Already incorporates reviewer-pass revisions across three angles
(security, production resilience, code architecture):
- _get_db import path corrected to app.auth.dependencies
- Test fixtures aligned with seeded_app / admin_user / get_system_db
- All new audit writes wrapped in try/except + logger.exception
- Filename sanitization on session uploads
- DuckDB DESC index behavior documented; upgrade window flagged
- Migration idempotency + evolved-DB test cases
- reveal_raw + shared-cache multi-worker explicitly deferred

Targets schema v40 (audit_log gains params_before, client_ip,
client_kind, correlation_id + 3 indices).

* feat(db): schema v40 — audit_log gains params_before, client_ip, client_kind, correlation_id + 3 indices

* chore(test): clean up Task 1 — drop unused import, rename stale test

* feat(audit): AuditRepository.log() accepts params_before/client_ip/client_kind/correlation_id

* test(audit): strengthen params_before assertion to round-trip JSON content

* feat(audit): AuditRepository.query() rich filters + keyset cursor pagination

* feat(sync): SyncStateRepository.list_recent() cross-table feed

* feat(audit): POST /api/sync/trigger writes audit_log row

* feat(audit): POST /api/scripts/run-due writes audit_log row

* feat(audit): POST /api/upload/sessions writes audit_log row + sanitizes filename

* feat(audit): GET /api/data/{table_id}/download writes audit_log row

* feat(activity): /api/admin/activity timeline + /health + /sync endpoints

* feat(ui): /admin/activity rebuilt — health pulse, timeline, sync grid; /activity-center → 308 redirect

BREAKING: removed demo executive-pulse / maturity-roadmap content from activity_center.html.
The page now reflects real audit_log + sync_history data.

* feat(ui): admin nav + dashboard widget point at /admin/activity

* feat(activity): recursive-audit suppression for AC read endpoints (60s window per actor+filter)

* feat(activity): emit PostHog events when integration enabled (no-op default)

* fix(audit): move v40 indices out of _SYSTEM_SCHEMA + update test_repositories to unpack query() tuple

_SYSTEM_SCHEMA CREATE INDEX on audit_log(timestamp) failed when migration
tests hand-roll a bare audit_log (id, action) without the timestamp column.
Fix: remove indices from _SYSTEM_SCHEMA; add ADD COLUMN IF NOT EXISTS guards
for timestamp and other pre-v40 columns in _v39_to_v40() so the upgrade path
is safe on any hand-rolled schema; call _v39_to_v40 explicitly in the
fresh-install (current==0) path to restore index creation there.

Also unpack the (rows, next_cursor) tuple from AuditRepository.query() in
the three TestAuditRepository tests that still treated it as a list.

* docs: CHANGELOG entry for Activity Center MVP

* chore: refresh stale module docstring in app/api/activity.py

* feat(cli): agnes admin activity — terminal access to Activity Center (timeline + health + sync)

* fix(db): _v39_to_v40 — add IF NOT EXISTS guard for 'action' column

The v39→v40 ladder step adds defensive ADD COLUMN IF NOT EXISTS for
every audit_log column so a hand-rolled bare audit_log (id only) is
safe through the ladder. 'action' was missing from the guard list,
causing CREATE INDEX idx_audit_action_time to fail on tests that
stub audit_log with only an id column (tests/test_e2e_extract.py::
TestSchemaMigration::test_migration_preserves_and_extends).

Local 6/6 schema tests + the previously-failing CI test pass.

* docs(spec): platform telemetry epic — Boss directive + Activity Monitoring plan rebased onto v40 (stacked on zs/spec-activity-center)

* feat(db): schema v41 — 7 usage_* tables for telemetry (events, summary, rollups, attribution)

* chore(db): tighten v41 — usage_session_summary.session_id NOT NULL + upgrade test asserts all 7 tables

* feat(usage): UsageAttributionRepository — replace/delete/lookup over usage_attribution_* tables

* refactor(marketplace): extract list_inner_skills/agents/commands to src/marketplace_listing.py for reuse

* feat(usage): explode plugin attribution on marketplace sync + store entity write; backfill script

* refactor(marketplace): finish src/marketplace_listing.py extraction — drop duplicate _list_inner_* + _parse_frontmatter from app/api/marketplace.py

* feat(usage): promote attribution helpers to src/usage_attribution_helpers.py; hook update_entity rename + bundle-swap; clarify best-effort semantics

* feat(usage): UsageProcessor real extraction + rollup rebuild + 10 fixture-driven tests

* fix(usage): include tool_id in event hash + executemany + rollup transaction (critical multi-tool-turn drop fix)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat(marketplace): popularity stats — invocations_30d + trend + sort=most_used|trending + Most Popular section

* feat(admin): /admin/users/<id> Sessions section — list + single-file + bulk-zip downloads (audit-logged)

* feat(usage): admin export endpoint + CLI — csv/json/parquet streaming, filters, audit-logged

* feat(usage): agnes admin ask — LLM Text-to-SQL over usage_events with SELECT-only validator (audit-logged)

* feat(usage): reprocess + prune endpoints + scheduler daily prune job + CLI

* docs: PLATFORM_SETUP.md operator playbook + HOWTO/ cookbook (5 guides + index)

Adds docs/PLATFORM_SETUP.md as a consolidated operator playbook covering
bootstrap, TLS, marketplaces (curated + flea), scheduler env vars, telemetry
extraction/export/ask/prune, privacy posture, and daily routine.

Adds docs/HOWTO/ with 5 analyst cookbook guides: first query, snapshots for
remote tables, private sessions, feedback + admin ask, and customizing skills.

Existing setup docs (QUICKSTART, DEPLOYMENT, ONBOARDING, HEADLESS_USAGE)
get a one-line cross-reference at the top pointing to PLATFORM_SETUP.md.

* docs(changelog): platform telemetry epic — usage_* foundation + surfaces + admin access + docs

Comprehensive [Unreleased] entry covering: usage_events/session_summary/
tool_daily/plugin_daily tables (v41), attribution lookup tables, backfill
script, marketplace Most Popular + invocation chips + sort, admin Sessions
section, export/ask/reprocess/prune endpoints + CLI mirrors, Activity Center
(v40), PLATFORM_SETUP.md + HOWTO/ docs, and operations notes for v41 upgrade.

* fix(security): block DuckDB read_*/http_*/glob functions in usage_ask validator + symlink escape guard in session zip + clarify mark-private semantics

* fix(admin): parquet export tempfile cleanup on COPY failure + correct processed-first sort on /admin/users/<id>/sessions

* feat(audit): close 8 production audit gaps — query (local/remote/hybrid), catalog/schema/sample, snapshot estimate/create, check-access

* feat(ui): /admin/usage summary dashboard + per-user activity tab on /admin/users/<id>

* fix(audit): cap error messages at 200 chars + audit user_activity reads + recursion guard on usage.summary

* fix(audit): catalog.list audits on error path + clean up deferred json import

* fix(ux): client_kind=cli for PAT auth + timeline empty state + email-instead-of-uuid + nav reorder + help text + loading indicators + ask doc

* feat(observability): unify /admin/activity into single page with saved views

- KPI cards (events, users, error rate, p95) clickable as quick-filters
- Faceted filter dropdowns populated from audit_log in the current window
- Sortable audit table, cursor pagination, per-row JSON side panel
- Saved views (schema v43: user_observability_views) — per-user state
- Top bar: window selector + 30s Live toggle + saved views dropdown
- /admin/scheduler-runs → 308 redirect (source=scheduler filter)
- New endpoints: /api/admin/observability/{facets,kpis,views}

* test: update activity + scheduler-runs tests for unified page

- test_admin_activity_page_renders asserts new structural anchors
- test_admin_scheduler_runs_page_admin_only asserts 308 redirect

* fix(observability): respect [hidden] on modal + side panel

CSS `display: flex` on .obs-modal beat the [hidden] attribute's UA
display:none, so the save-view modal rendered on page load and Cancel
clicks couldn't dismiss it. Gate the modal's flex layout on
:not([hidden]); add the same display:none guard prophylactically to
.obs-panel and .obs-views-panel.

* feat(observability): user enrichment in audit + interactive /admin/usage

Activity:
- /api/admin/activity now joins users for user_email + user_name per row
- User column renders "name (id-prefix)" or "email (id-prefix)" instead
  of an opaque truncated UUID; falls back to id when the user record is
  missing

Usage:
- /admin/usage rewritten as the same filter/group-by/search pattern as
  /admin/activity. Faceted dropdowns (User / Tool / Source / Event type)
  populated from usage_events; debounced free-text search across
  tool_name / skill_name / subagent_type / command_name
- New endpoints /api/admin/usage/{facets,kpis,query}; the query endpoint
  supports group_by in {day, username, tool_name, source, ref_id} with
  sort + offset pagination, plus an ungrouped raw-events mode
- 4 KPI cards (events, distinct users, distinct tools, error rate) are
  clickable quick-filters; clicking a grouped row applies the bucket as
  a filter
- Old static `?window=7d|30d|all` server preload removed; all state is
  client-side via since_minutes + group_by + filters in the URL

* fix(observability): clearer labels, all-column sort, drop saved views UI

- Rename page titles: "Activity" → "Server activity", "Usage" → "Tool usage"
  with a one-line subtitle on each explaining what the page covers and
  linking the other one. The two pages source different data (audit_log
  vs usage_events) and the previous labels conflated them.
- Drop the saved-views dropdown + save modal from /admin/activity. The
  modal pop-open bug was the trigger; the value wasn't there yet. The
  /api/admin/observability/views CRUD + DuckDB table stay in place.
- Rename "Live (30s)" to "Auto-refresh (30s)" with a tooltip clarifying
  that it's the re-fetch rate, not the time range. Time range now
  labeled "Time range" instead of "Window".
- All audit-table columns are sortable (User, Source, Action, Resource,
  Result added); sort is page-local with a Jinja comment explaining the
  trade-off. Same for raw usage rows.
- Fix duplicate sort-arrow bug — the literal "▼" in the Time th HTML was
  rendering alongside the CSS ::before arrow. Removed the literal; CSS
  is the single source of truth.

* feat(observability): global Sessions browser + transcript viewer + CLI

Web:
- /admin/sessions — list every collected session JSONL across all users
  with time-range, user, model, errors-only and free-text filters. Default
  sort surfaces error-heavy sessions first. KPI cards (sessions, distinct
  users, sessions w/ errors, tool error rate) clickable as quick-filters.
- /admin/sessions/<username>/<file> — transcript viewer rendering the
  JSONL chronologically: user prompts, assistant text, tool calls (with
  JSON input) and tool results (with flattened output). Errors get a red
  border + chip and a "Next error" navigation button at the top.
- Admin dropdown gains a "Sessions" link.

API:
- GET /api/admin/sessions/{list,kpis,facets} — filtered cross-user reads
  off usage_session_summary
- GET /api/admin/sessions/{username}/{file}/transcript — parses JSONL via
  the existing services.session_pipeline.lib, returns chronological events
- GET /api/admin/sessions/{username}/{file}/download — JSONL stream, same
  path-safety guards as the per-user endpoint, audit-logged

CLI:
- `agnes admin sessions list [--user X] [--errors] [--since 7d]` — table
  output with `!` prefix on rows that hit a tool error
- `agnes admin sessions show <username> <file>` — transcript dump, with
  `--errors` to print only the failed tool_result blocks
- `agnes admin sessions download <username> <file> [-o path]`
- `agnes admin sessions kpis` — top-level numbers

* feat(internal): expose telemetry tables to agnes query with row-level RBAC

Three new registered tables backed by system.duckdb, queryable through
the same /api/query plumbing analysts use for Keboola / BigQuery /
local sources:

  agnes_sessions  → usage_session_summary  (filter: username)
  agnes_usage     → usage_events           (filter: username)
  agnes_audit     → audit_log              (filter: user_id)

RBAC is per-row, not per-table: admins see every user's rows; non-admins
see only their own. The filter is built server-side from the auth user
dict; non-admin filter values are regex-validated before SQL interpolation.

Implementation:
- new connector connectors/internal/ with access (filter+exec) + registry
  (idempotent table_registry seed at startup)
- /api/query detects internal table refs and short-circuits to a CTE
  wrapper that prepends "WITH agnes_x AS (SELECT * FROM <src> WHERE …),
  …" then "SELECT * FROM (<user_sql>) AS _q". DuckDB cursor on the
  shared system.duckdb handle — opening parallel handles / ATTACH on the
  same file is blocked process-wide.
- mixing internal + BQ / registered local tables in one SELECT is
  rejected (v1 limitation)
- src.rbac.can_access_table waves internal tables through for all
  authenticated users; row scoping is the actual security control
- /api/v2/schema and /api/v2/sample gained internal branches; sample
  intentionally skips its cache because rows are RBAC-scoped per caller
- audit row written as action='query.internal' with is_admin flag

Tests: connectors/internal/access — RBAC, filter clause, schema, CTE
wrapper coexistence with user-supplied aggregations, unsafe-username
rejection. 16/16 passing.

Motivating queries this enables:
  SELECT tool_name, COUNT(*) FROM agnes_usage
   WHERE is_error GROUP BY 1 ORDER BY 2 DESC
   -- analyst self-introspection: which tools fail for me?

  SELECT user_id, COUNT(*) FROM agnes_audit
   WHERE action = 'session.transcript_view' GROUP BY 1
   -- admin: who's been looking at whose session transcripts?

* feat(admin): group dropdown into 5 named sections + internal tables in /catalog

Admin dropdown gains section headers so admins can land on the right
page without re-reading the full menu:

  Activity Center      Server activity / Tool usage / Sessions
  Users & Access       Users / Groups / Resource access / Tokens
  Data                 Tables
  Agent Experience     Curated Marketplaces / Flea Submissions /
                       Agent Setup Prompt / Agent Workspace Prompt
  Server               Server config

"Agent Experience" frames the curated content + prompts as one cluster
— it's all admin-controlled material that shapes what an analyst's AI
agent encounters. "Configuration" → "Server" since only one item lives
there now.

Renamed the section's first two items:
  "Activity" → "Server activity" (matches page H1)
  "Usage"    → "Tool usage"

Also fixes /catalog visibility of the internal tables (agnes_sessions /
_usage / _audit) for non-admin users: ``app.auth.access.can_access``
short-circuits to True for resource_type='table' + an internal-table id.
Without this, non-admins saw the tables in /api/v2/catalog (which uses
the same RBAC bypass) but not on the /catalog HTML page (which calls
can_access directly, requiring a resource_grants row internal tables
don't have).

CSS for `.app-nav-menu-section`: small caps, muted, non-clickable; first
section trims top padding so the panel doesn't open with an awkward gap.

* refactor(admin): move corporate memory into Admin > Agent Experience

Memory link was the only admin-only entry in the primary nav (gated by
session.user.is_admin). Moves it into the Admin dropdown under Agent
Experience, alongside Curated Marketplaces / Flea Submissions / Prompts
— all admin-curated content that shapes what an analyst's AI agent
encounters.

Renamed the nav label to "Shared Knowledge" to match what the page
actually is (admin-curated organisational knowledge from session
verification, surfaced to agents). URL stays at /corporate-memory; the
route still gates on require_admin per the existing comment.

Side effect: primary nav (Home / Marketplace / Data Packages) is now
uniform for every authenticated user — no conditional admin-only entry.

* ui: rename admin entries to Curated Knowledge / Init Prompt / Workspace Prompt

- "Shared Knowledge" → "Curated Knowledge" (parallel with "Curated
  Marketplaces" in the same Agent Experience section; "curated" tells
  the admin what they do there — review + approve)
- "Agent Setup Prompt" → "Init Prompt" (matches the `agnes init` flow
  it actually drives)
- "Agent Workspace Prompt" → "Workspace Prompt" (the "Agent" prefix
  was redundant — every item in the section is agent-facing)

Renames page titles + H1s on /admin/agent-prompt and
/admin/workspace-prompt to match.

* refactor: rename Usage → Telemetry across user-facing surfaces

External surfaces all switch; internal Python module / file names and the
physical DB tables (usage_events, usage_session_summary, usage_tool_daily,
usage_plugin_daily) stay — renaming them would force a schema migration
+ a redo of the LLM Text-to-SQL prompt for no analyst-visible win.

Changes:
- Admin dropdown: "Tool usage" → "Telemetry"
- Page H1 / <title>: same
- URL: /admin/usage → /admin/telemetry; old URL 308-redirects
- API prefix: /api/admin/usage/* → /api/admin/telemetry/*
- CLI: primary command `agnes admin telemetry …`; `agnes admin usage` kept
  as a deprecated alias so existing operator scripts keep working
- Internal data-source table id: agnes_usage → agnes_telemetry. The
  registry seed now evicts any stale internal-source row whose id no
  longer matches INTERNAL_TABLES, so the old `agnes_usage` row is
  removed from table_registry on next app boot
- All tests + JS endpoint paths updated

* test(rbac): include auto-appended internal tables in expectations

get_accessible_tables now appends agnes_sessions / agnes_telemetry /
agnes_audit to every authenticated user's accessible-tables list so the
internal data source shows up in /catalog. The two existing rbac tests
asserted hardcoded list shapes that pre-dated the change.

Rewritten to assert "granted tables + the canonical internal-table set"
instead of literal lists, so the test stays correct if the internal
table roster changes again later.

* ui: visual dividers between admin-dropdown sections

Adds a 1px top border + 6px top margin to every section header except
the first, so the five named groups (Activity Center, Users & Access,
Data, Agent Experience, Server) read as visually separated clusters.
The header itself stays small-caps + muted as before — the border is
additive.

* ui(memory): match obs-topbar visual on /corporate-memory

The Curated Knowledge page (linked from the admin dropdown's Agent
Experience section) opened straight into the stats bar — no title,
no subtitle, no shared chrome with the other admin pages. Adds an
obs-topbar-style header at the top of .container-memory:

  - H1 "Curated Knowledge"
  - subtitle explaining what the page is + how AI agents pull from it

The `.ck-*` class set duplicates the inline obs-* styles from
/admin/activity etc. for this one page; promoting the obs-* class set
to style-custom.css for shared reuse is the obvious next step (4 pages
already inline the same CSS), tracked as a follow-up.

Page <title> also renamed from "Corporate Memory" → "Curated Knowledge".

* ui(tables): list Agnes internal tables in /admin/tables + group in /catalog

/admin/tables previously rendered three per-source-type listings
(BQ / Keboola / Jira) and dropped any row whose source_type didn't
match — so the agnes_sessions / agnes_telemetry / agnes_audit rows
seeded into table_registry were invisible. Adds a fourth read-only
section "Agnes internal tables" that filters source_type === 'internal'
and renders the same registry-table layout the other sections use,
with two changes:

  - no Register button (these rows are seeded on every app boot from
    connectors/internal/registry.py)
  - Edit + Delete actions hidden (any change would be reverted on the
    next start). Manage access stays so admins can still inspect.

Mode badge picks up a new mode-internal CSS class (teal accent) so the
display doesn't lie and call it "local".

In /catalog, internal tables now group under an "agnes" accordion
section (bucket="agnes" on seed) instead of falling into the catch-all
"default". Single source of truth for which tables exist; admins find
them where they expect.

* ui(tables): Agnes internal as a 4th tab next to BQ/Keboola/Jira

Previous iteration mounted the internal-table listing as a separate
standalone card under the tab strip. Reshapes it to a proper
tab-content section so admins switch between data sources via one
consistent nav (BigQuery / Keboola / Jira / Agnes internal).

- New tab button "Agnes internal" in the tab-nav.
- The listing card becomes <section id="tab-content-internal"
  class="tab-content">; switchTab() already routes by id so no JS
  change beyond extending the hash allowlist for direct #internal
  links.
- Tab content keeps the read-only treatment from the previous commit
  (no Register button, no Edit / Delete in renderRegistryListing).

* ui: rename Curated Knowledge → Curated Memory

Settles the naming back on "Curated Memory" — parallel structure with
"Curated Marketplaces" in the same Agent Experience section, and zero
rename ripple: URL (/corporate-memory), API (/api/memory/*), CLI
(agnes admin memory), and Python modules all stay on "memory" so the
admin label finally lines up with the underlying surfaces.

The "Curated" prefix still tells admins what they do on the page
(review pending → approve / mandate / reject) and reads as a sibling
of "Curated Marketplaces" right next to it in the dropdown.

Touches: admin dropdown label, page <title>, page H1. DB tables stay
on knowledge_* (already the canonical naming for the data shape).

* ui: rename "Server activity" → "Audit log"

"Audit log" is what the page actually is — server-side audit_log table
rendered with KPI cards + filter bar + sortable table. The "Server
activity" label confused the term with Claude Code session telemetry
(Telemetry page) and didn't make the source/concept clear.

Touches:
- Admin dropdown nav label
- /admin/activity page H1 + subtitle
- /admin/telemetry subtitle cross-link
- test_activity_api page-renders assertion

URL (/admin/activity) and API (/api/admin/activity/*) stay — the
"activity" name has stuck at the route layer for a year; rerouting
those would churn dashboards/bookmarks for zero analyst-visible win.

* ui(admin-nav): gray band on each section header for clearer separation

Previous iteration used a 1px top border between section labels — the
labels still blended into the items above/below at a glance. Switches
to a light gray background band per section header, extended edge-to-
edge inside the panel via negative horizontal margins. Bolder
font-weight (700) reinforces the separation; bumping the font color
isn't needed because the band itself does the work.

First section's header tucks into the panel's top border-radius so the
band reaches the corners without a gap.

* ui(catalog): rename internal-table category to "Agnes Internal"

`bucket` is what /catalog renders as the accordion category header
verbatim — "agnes" lowercase didn't read as a real category name and
got confused with a system identifier. Bumps to "Agnes Internal".
Seed re-applies on every app boot so existing rows pick up the new
bucket value via `ON CONFLICT (id) DO UPDATE`.

* ui(catalog): split Agnes Internal into its own card on /catalog

Previously the three internal tables landed inside the "Core Business
Data" card under an "Agnes Internal" accordion alongside Keboola / BQ
buckets — readers conflated system telemetry with business datasets,
and the data_stats header counter ("3 tables · ~X rows total") only
ever counted synced rows so internal tables looked invisible.

Split the catalog page into two cards:
- Core Business Data: only non-internal source_types (Keboola, BQ,
  Jira). Accordions group by bucket as before. Stats counter reflects
  this card's tables.
- Agnes Internal: a dedicated card with its own visual treatment
  (teal accent matching the mode-internal badge in /admin/tables).
  Flat list (no accordion — only 3 rows, never grows here), each
  row carries the canonical `agnes query` snippet. Read-only — no
  profiler click, no In-stack toggle, no sync metadata.

Route adds `internal_card` context object; template renders the new
card only when it's non-None.

* fix(rbac): hide internal tables from /admin/access + drop "my" framing

Two related cleanups for the Agnes-internal tables:

1. /admin/access (resource grants) no longer lists them. The
   `can_access` check has a hardcoded internal-table bypass — security
   is row-level (per-request view filter), so a table-grain
   `resource_grants` row would do nothing. Surfacing them in the UI
   let admins set up grants that silently no-op. Filter at the
   `_table_blocks` projection so the UI tree never sees them.

2. Display names drop the analyst-perspective "my" framing:
     "Agnes — my sessions"          → "Agnes sessions"
     "Agnes — my telemetry events"  → "Agnes telemetry events"
     "Agnes — my audit log"         → "Agnes audit log"
   The "my" only makes sense from the querying analyst's seat
   (`SELECT … FROM agnes_sessions` returns *their* rows); on /admin/*
   pages where admin sees / configures them across users, the
   pronoun was misleading. Description text now spells out the
   row-level RBAC contract explicitly.

Display names update via TableRegistryRepository.register's ON CONFLICT
UPDATE on next app boot; no manual cleanup needed.

* ui: subtitle notes about agnes_* tables on each Activity Center page

The recursive observability story — Agnes serves its own audit /
telemetry / session data through the same `agnes query` plumbing
analysts use for business data — wasn't surfaced anywhere on the
admin pages that show that data. Three pages get a one-liner with
the canonical `agnes query` snippet + the RBAC contract (analysts
see their own rows, admin sees all):

- /admin/activity (Audit log)   → agnes_audit
- /admin/telemetry (Tool usage) → agnes_telemetry
- /admin/sessions               → agnes_sessions

Sets up the discovery moment for admins: they're reading the page,
they see "you can query this from Claude Code", they remember it
when an analyst asks "how do I find my own failed tool calls?".

* ui(tables): explain "Show log" empty-state on /admin/tables

Cache warmup log <pre> renders with a dark background and is only
populated by the SSE stream during a Re-warm all run. Opening the
page cold + clicking Show log just revealed a black bar with no
context — admins couldn't tell what they were looking at.

Adds an inline paragraph above the <pre> explaining what the log is,
the row format, when it fills in, and where to find the historical
audit trail (/admin/activity). The actual <pre> stays empty until
SSE events arrive, but the surrounding copy carries the meaning.

* ui(tables): auto-open cache-warmup log on Re-warm all click

A Re-warm all run takes ~24s per remote BQ row. With the <details>
collapsed by default, operators saw the button disable, watched a
quiet ~24s pass, and assumed nothing had happened — the streaming
log was hidden behind a closed disclosure.

Two small JS tweaks:
- cacheWarmupRun() opens the details on click, so streamed lines
  appear without an extra interaction
- cacheWarmupOnStart() hides the inline hint paragraph the moment
  real log content lands, so the dark log block isn't competing
  with redundant context

Hint paragraph also clarifies that only `query_mode='remote'` BQ
rows are warmed — operators with only materialized/internal tables
would see total=0 and the page would "do nothing" by spec.

* ui: trim Agnes internal copy across surfaces

Descriptions had grown to explain the extraction pipeline ("parsed
out of session JSONLs"), the underlying table ("Backed by
usage_session_summary"), the RBAC mechanic ("row-level RBAC at query
time — analysts see their own; admin sees all"), and the SQL snippet.
Every implementation detail meant another rewrite on the next iter.

Strips to one stable line per surface: what the data is, plus
"Also available locally for analysis". Mechanics live in code +
docs; the page copy says what the user needs to know.

Touched:
- connectors/internal/access.py: INTERNAL_TABLES descriptions
- activity_center.html / admin_usage.html / admin_sessions.html
  subtitles
- catalog.html Agnes Internal card description + row strip
- admin_tables.html "Agnes internal" tab hint

* fix(internal): is_user_admin arity bugs + + saved-view payload cap

Round-1 code review (PR #278) caught two blocking bugs and three nits.

Blocking — both `is_user_admin(user)` (single dict arg) calls raised
TypeError. is_user_admin signature is `(user_id, conn)`. Affected:

- app/api/query.py:_run_internal_query — every POST /api/query that
  references agnes_sessions / agnes_telemetry / agnes_audit blew up
  with a 500. The headline analyst-facing feature of this PR was
  unusable through the API.
- app/api/v2_sample.py — same shape; `GET /api/v2/sample/agnes_*`
  returned 500.

Both fixed to call `is_user_admin(user.get("id"), conn)`. Added two
FastAPI-level tests in test_internal_data_source.py that go through
the TestClient — the existing unit tests on `execute_internal_query`
and `build_filter_clause` skipped the request-handler layer where the
bugs lived, which is why this landed.

Nits also closed:
- connectors/internal/access.py: `+` allowed in _USERNAME_RE /
  _USER_ID_RE so RFC 5321 email local-parts (alice+test@x) resolve
  correctly without hitting InternalAccessError.
- app/api/observability.py: saved-view payload capped at 64 KiB to
  prevent an admin from bloating system.duckdb with a malformed save.

* fix(security): close non-admin data-leak via underlying-table refs

PR #278 R2 review surfaced a non-admin-exploitable bypass: SQL whose
string literal contains 'agnes_sessions' routed into the privileged
internal-query path, then queried the underlying physical table
(usage_session_summary / usage_events / audit_log) directly, escaping
the CTE wrapper's row filter. Two reinforcing defenses:

1. find_internal_refs() now strips single-quoted string literals
   before scanning for alias names — a literal alone no longer
   routes the request into the privileged code path.

2. execute_internal_query() rejects non-admin SQL that references
   the underlying physical tables (usage_*, audit_log). The CTE
   wrapper only scopes the agnes_* aliases; a direct FROM on the
   base table — or a shadowing inner WITH that still has to read
   the base table — bypasses RBAC. Block before execution with an
   actionable error pointing to the agnes_* alias. Admins are
   unaffected (god-mode short-circuit on the filter clause).

3. tests/test_internal_data_source.py — three new negative tests
   covering literal-only matches, direct-table refs, and CTE
   shadow attempts.

Also tightens usage_ask.py's SELECT-only validator: pragma_table_info,
pragma_storage_info, pragma_database_*, and duckdb_tables / columns /
views / indexes / schemas are reflection functions that leak metadata
the analyst question shouldn't reach. \bPRAGMA\b in _FORBIDDEN never
matched the function-call form (word-boundary between `A` and `_`).

* fix(security): dynamic denylist for non-admin internal queries

R3 review (PR #278) caught a wider data-leak than R2: the underlying-
physical-table guard listed only the 7 usage_* + audit_log tables,
but system.duckdb has 30+ other sensitive tables — users (emails +
ids), personal_access_tokens, resource_grants, user_groups,
user_observability_views, store_*, marketplace_*, knowledge_*, etc.
A non-admin SQL like

    SELECT * FROM agnes_sessions
    UNION ALL SELECT email, id, … FROM users LIMIT 1

would leak every user's row.

Replaces the hardcoded denylist with a **dynamic allowlist** —
non-admin SQL may reference ONLY the registered agnes_* aliases.
Every other table in `information_schema.tables` (main schema) is
rejected. Future migrations that add a new sensitive table are
automatically covered without re-editing this module.

Also strips SQL comments (`/* */` and `--`) before the identifier
scan so a comment-wrapped table name (`/**/users/**/`) can't slip
past the regex.

Four new negative tests pin: `users`, `personal_access_tokens`,
block-comment wrap, line-comment wrap.

Plus: per-user view-count cap (100) on /api/admin/observability/views
so an admin can't fill system.duckdb with thousands of saved views.

* release: 0.54.0 — Activity Center + Telemetry + Sessions + internal datasource

Cuts the work shipped across this PR (Activity Center build, recursive
internal data source) into a versioned release. Bumps pyproject.toml
to 0.54.0; renames the top of CHANGELOG.md from [Unreleased] to
[0.54.0] — 2026-05-12 with a header summary; opens a fresh
[Unreleased] section for the next round.

---------

Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-12 22:41:19 +02:00
ZdenekSrotyr
12db59127b
release: 0.53.0 — close Tier B trackers (#259-#261) + admin UI fix (#265) (#267)
* release: 0.53.0 — Tier B trackers + admin UI bugfix

Closes #259 (init resume sentinel), #260 (startup parquet-lock sweep),
#261 (materialized schema uses local parquet, not BQ), #265 (admin
tables apostrophe → HTML-entity escape).

Tracker notes: #262 closed as obsolete (pre-empted by 0.51.0 changes),
#266 left open pending UX clarification.

* fix(init): move resume sentinel from .agnes/ to .claude/

The clean-install integration test (test_clean_install_integration.py)
forbids creating .agnes/ in the workspace root via its
forbidden_unconditional list — that path is reserved for ~/.agnes/ in
the user's HOME (marketplace clone, CA bundle).

.claude/ is already created by agnes init for settings.json + hooks,
so dropping init-complete next to those keeps the resume sentinel
consistent with the rest of Claude Code's workspace surface and lets
the clean-install assertions pass.

Issue #259.

* docs(changelog): point #259 entry at new .claude/init-complete path

Follows the sentinel move from .agnes/ → .claude/ to keep the changelog
in sync with what 0.53.0 actually ships.
2026-05-12 16:28:41 +02:00
ZdenekSrotyr
b3841f5b6c release: 0.50.0 — persistent BQ metadata cache + scheduled refresh; catalog never blocks on BigQuery
Since 0.47.0 GET /api/v2/catalog enriched each remote BigQuery row by
fetching INFORMATION_SCHEMA.TABLE_STORAGE + COLUMNS through the DuckDB
BigQuery extension *inside the request*. On cold caches that fanned out
to O(N) sequential BQ jobs-API roundtrips — easily 90 s+ on partitioned
/ view-backed tables — and reliably blew the CLI's 30 s httpx
ReadTimeout. Reproduced with py-spy: three AnyIO worker threads stuck
inside connectors/bigquery/metadata._fetch_via_legacy_tables.

Refactor: enrichment is read exclusively from a new persistent
bq_metadata_cache DuckDB table (schema v40), populated by a scheduler-
driven refresh job at SCHEDULER_BQ_METADATA_REFRESH_INTERVAL (default
4 h). Cold catalog response on a fresh container is now tens of
milliseconds with metadata_freshness=never_fetched for unwarmed rows.

New surface:
  - POST /api/admin/run-bq-metadata-refresh (scheduler-driven, full)
  - POST /api/v2/metadata-cache/refresh?table=<id> (admin, single)
  - GET  /api/v2/metadata-cache/status (auth, non-admin)
  - metadata_freshness field per catalog row

Removed (internal API): v2_catalog._size_hint_for_row,
_resolve_remote_metadata, _metadata_provider_for,
_build_metadata_request, _materialized_size_hint, in-memory
_metadata_cache. Response shape unchanged for external consumers.

991 tests passing; 2 pre-existing failures (test_db v3→v4 ladder,
test_cli_binary_rename) unrelated to this change.
2026-05-11 20:37:17 +02:00
Vojtech
2e2e1a1eca
feat(home): state-aware /home + /setup-advanced + schema v26 (#228)
* feat(home+news): state-aware /home + /news + admin-edited news section

Squash of the vr/home-page feature work for clean rebase onto main.
Original 18-commit history preserved in branch backup/vr-home-page-pre-rebase.

What's in this PR:

**State-aware /home page**
- New `/home` route with hero + auto-mode + connectors (Asana / GWS /
  Atlassian) + lookarounds. Onboarded vs not-onboarded state-machine
  branches a single template (`home_not_onboarded.html`); the install
  steps, "Setup a new Claude Code" CTA (90-day PAT mint), and per-
  connector setup prompts hide once `users.onboarded=TRUE`. A
  completion badge replaces them.
- "Mark me as offboarded" button reverses the flag without an SQL UPDATE.
- `users.onboarded BOOLEAN` column added; default FALSE; flipped by the
  CLI's `agnes init` post-success POST and the `/admin/users` API.
- Connector setup prompts pre-check whether the tool is already
  installed/connected before re-running setup.
- GWS scope set widened to include Google Chat (`chat.spaces`,
  `chat.messages`).

**Single template + design tokens**
- `dashboard.html` now extends `base.html` via the new
  `{% block layout %}` opt-out (full-width pages skip the 800px
  `.container`). Net: every page shares one shell.
- `style-custom.css` `:root` extended with `--space-{7,9,10,12}`,
  `--radius-2xl`, `--shadow-{card,elevated}`, `--text-{muted,disabled}`,
  `--focus-ring`, `--transition-*`, `--width-{narrow,app,wide}` so
  inline page styles can migrate incrementally.

**Auth redirects honor AGNES_HOME_ROUTE**
- `safe_next_path` resolves the configured home route when no `default=`
  is passed; OAuth callbacks, magic-link clicks, password form, and
  LOCAL_DEV_MODE shortcuts now land on `/home` (or whatever the operator
  picked) instead of always /dashboard.

**News section + /news permalink + /admin/news editor**
- Schema-bumped `news_template` table (single versioned entity, draft +
  publish gate). `published BOOLEAN` distinguishes draft from public;
  monotonically-increasing `version` per save; rows >30d pruned on
  save except the currently-displayed published version.
- `/home` bottom-of-page renders the latest published intro with a
  "Read more →" link to `/news` (which renders the full body).
- `/admin/news` editor with sandboxed live preview, versions table,
  per-row Unpublish, Format-help cheatsheet.
- `agnes admin news show / draft / edit / publish / unpublish /
  versions / export` (CLI). Talks to the live server via the
  `/api/admin/news/*` endpoints (PAT-authed) — no direct DB access
  so it coexists with a running uvicorn.
- **Optimistic-lock guard**: `agnes admin news publish --version N` and
  PUT/PATCH endpoints accept `expected_version` and 409 with structured
  `{error: "version_conflict", expected, actual, actual_by}` when a
  concurrent admin replaced the draft. Edit refuses to overwrite a
  draft authored by someone else without `--force` or
  `--expect-version`.
- nh3 (Rust-backed ammonia) HTML sanitizer; iframe pre-pass strips
  any iframe whose src is not on the YouTube/Vimeo/Loom allowlist;
  javascript:/data: schemes blocked everywhere.
- Author CSS vocabulary: `.news-hero` (blue gradient hero block),
  `.callout`/`.callout-{info,warn,success,danger}`,
  `.video-embed`, `.news-section`, `.news-grid-{2,3}`, `.news-cta` —
  all consolidated in `style-custom.css` under "News content
  vocabulary (shared)" so /home perex, /news body, and /admin/news
  preview share one source of styling.
- Code-inside-`<pre>` contrast fix (was unreadable amber-on-silver).
- `.news-content` table styling (border, header band, row-hover).

**`scripts/dev/run-local.sh`** — local uvicorn launcher. Pulls Google
OAuth client id/secret from GCP Secret Manager
(`AGNES_OAUTH_GCP_PROJECT`-driven, no vendor defaults), points
`AGNES_CLI_DIST_DIR` at `./dist` so the wheel endpoint resolves, and
`--dev` flips `LOCAL_DEV_MODE=1` + `AGNES_HOME_ROUTE=/home` for one-
command iteration. `LOCAL_DEV_MODE=1` also enables the FastAPI debug
toolbar.

**CLAUDE.md "Run tests before every push" section** codifies
`pytest tests/ -n auto -q` as non-negotiable before each push.

**Tests**: 51 + 14 + 8 = 73 new tests across news-template repo,
sanitizer, API, web, CLI; plus updated home/auth/template tests for
the new shared-shell architecture.

Origin docs (gitignored, customer-fork content):
docs/brainstorms/home-page-requirements.md,
docs/plans/2026-05-07-001-feat-home-page-plan.md.

* feat(cli): agnes onboarded {on,off,status} — self-scoped flag toggle

User-facing equivalent of the in-page "Mark me as (off)boarded" button
on /home. POSTs /api/me/onboarded with {onboarded, source}; --source
overrides the audit-log marker so flips made from the CLI vs the web
button vs agnes init automation stay distinguishable.

`status` reads via /api/me/profile (when present); falls back to a
quick body-marker scan of /home so the read path doesn't write an
audit_log row. PAT-authed via cli.client.api_post — same convention
as agnes admin news / agnes admin add-user etc.

Tests: 5 covering on/off/status round-trip, idempotency, and
audit-log source recording. Full suite holds at 12 pre-existing
failures (same set as before).

* ui(nav+home): primary nav reorg + green What's new band + /marketplace link fix

Primary nav (post-rebase audit + per-user feedback):

- Items: Home → Marketplace → Data Packages → Memory. Admin dropdown
  for admins only. The "Dashboard" label was renamed Home — point still
  resolves through `home_route` so customer instances on /dashboard
  still land there.
- Activity Center moved into the Admin dropdown. Per-team adoption
  analytics is admin-consumed in practice; the route still allows
  any authed user for direct deep-links so existing /home tile +
  bookmarks keep working.
- Memory link added (→ /corporate-memory) — was previously buried in
  the /home "Look around" tiles.
- Setup local agent + My Stack dropped from main nav. Setup is the
  /home install flow's home now; My Stack lives as a tab inside
  /marketplace.

/home tweaks:

- Plugin marketplace tile now points at /marketplace (was /store —
  legacy from before the marketplace rebrand landed in #230).
- "What's new" section header gets a green band (success-flavored
  D1FAE5 background, A7F3D0 border, darker green title) so the
  bottom-of-page news block visibly distinguishes from the blue
  install-hero at the top. Header strip only — body stays white.

Test fix: test_home_route_resolution renamed `dashboard_link_uses_home_route`
→ `home_link_uses_home_route` and asserts `href="/home">Home` instead
of `href="/home">Dashboard` after the label change.

* fix(home): decouple Step 3 + Connect-tools collapse from server onboarded flag

The server-side `users.onboarded` flip happens through two paths:

1. Explicit user click on "Mark me as onboarded" or `agnes onboarded on`.
2. Implicit `agnes init` POST → /api/me/onboarded on success.

Path 2 produced a UX surprise: an analyst running `agnes init` mid-flow
reloaded /home and saw Step 3 (auto-mode) + Connect-your-tools auto-
collapse to summary bars. They were actively working through those
sections — the install POST never signalled "I'm done with the rest
of setup", just "Agnes itself is installed".

Decouple the section-collapse decision from the server flag:

- Step 1 + Step 2 install blocks: still hidden on `onboarded=TRUE`
  (their completion is a hard server signal — Agnes IS installed).
- Step 3 + Connect-your-tools: render flat by default in BOTH states.
  Wrapped in `<details class="setup-collapsible" open>` so the
  browser's native disclosure handles per-section toggle without JS,
  but the `<summary>` is CSS-hidden until the page-level
  `data-setup-minimized="1"` attribute is set on `.home-mock`.
- New "Minimize setup view" toggle inside the blue install-hero,
  rendered only when onboarded. Click flips the data-attr on
  `.home-mock` AND removes the `open` attribute from each
  `<details>`. State persists in `localStorage["agnes_home_setup_minimized"]`
  so the choice survives reloads but is per-device.
- "Show full setup view" (the same button when minimized) re-opens
  both `<details>` and clears localStorage.

When minimized, each `<details>` still has its own native expand/
collapse — click the gray summary bar to peek at one section without
toggling the page-level minimize off.

Tests:
- test_step3_and_connectors_render_flat_when_onboarded_by_default —
  asserts `<details class="setup-collapsible" ... open>` for both
  sections post-onboarding and the absence of any server-rendered
  `data-setup-minimized` attribute on the `.home-mock` root.
- test_minimize_toggle_visible_only_when_onboarded — toggle button
  rendered only when onboarded.

Full pytest holds at 12 pre-existing failures (same set).
2026-05-08 18:28:47 +02:00
Vojtech
107195730d
feat(observability): optional PostHog integration (#231)
* feat(observability): optional PostHog integration (errors, LLM traces, replay, flags)

Off by default. Activates when POSTHOG_API_KEY is set in env. Defaults
to PostHog Cloud EU; override host for US Cloud or self-hosted.

Coverage:
  - FastAPI 500 handler captures unhandled exceptions
  - src/orchestrator.py rebuild + rebuild_source failures
  - services/scheduler/ HTTP-job failures
  - cli/main.py uncaught CLI errors (Typer.Exit/SystemExit/KeyboardInterrupt
    skipped; flushes before re-raise so short-lived CLI invocations don't
    drop events)
  - connectors/llm/anthropic_provider.py + openai_compat.py emit
    $ai_generation events with provider, model, latency, token counts
    (prompt/completion bodies stay off unless POSTHOG_LLM_PAYLOADS=1
    because LLM prompts here routinely include customer SQL/data)
  - Browser snippet injected into every text/html response by
    PosthogInjectionMiddleware — registered inside the GZip layer so it
    sees uncompressed HTML before compression. Many templates are
    standalone (their own DOCTYPE) and never extend base.html, so a
    per-template include would miss them.
  - Frontend: $pageview, $pageleave, JS error capture via window.error
    and unhandledrejection handlers, masked session replay
    (maskAllInputs: true plus CSS-selector mask for known data surfaces),
    feature flags (browser posthog.isFeatureEnabled + server-side
    feature_enabled with fallback for older SDKs).

Identification mode operator-configurable: none / id / email / full.
Default email ships user.id + email but never name. CLI entry point
moves from cli.main:app to cli.main:main (Typer wrapper).

Files:
  - src/observability/posthog_client.py — lazy singleton, no network
    when disabled, single-process flush on shutdown
  - src/observability/llm_tracing.py — trace_generation context manager
  - app/middleware/posthog_inject.py — HTML rewrite middleware
  - app/web/templates/_posthog.html — browser snippet template
  - docs/observability.md — operator guide
  - config/.env.template — documented POSTHOG_* knobs
  - tests/test_posthog_disabled.py + tests/test_posthog_client.py +
    tests/test_llm_tracing.py — 18 tests covering disabled state,
    identify-mode payloads, $ai_generation shape, error variant.

CHANGELOG entry under [Unreleased] Added.

* feat(observability): tag every PostHog event with environment + release

Splits PostHog dashboards cleanly between localhost / dev / staging /
production without manual tagging on every capture call.

- POSTHOG_ENVIRONMENT explicit override; auto-resolves to "local" when
  LOCAL_DEV_MODE=1, else RELEASE_CHANNEL, else AGNES_DEPLOYMENT_ENV,
  else "unknown".
- AGNES_VERSION → RELEASE_CHANNEL fallback feeds the `release` property
  for "is this error new in this release?" cohorting.
- Backend gets both via the PostHog SDK's super_properties constructor
  arg (every captured event picks them up automatically).
- Browser snippet calls posthog.register({environment, release}) inside
  the loaded callback so $pageview, $exception, autocapture, etc. all
  carry the same labels.
- request.state.user now populated by auth dependencies so the snippet
  can actually call posthog.identify(user_id, {email}) for logged-in
  users (previously the user block always resolved to None because
  nothing wrote to request.state.user).

4 new tests cover env resolution: explicit > LOCAL_DEV_MODE > channel
> unknown, plus super-properties forwarding into the SDK constructor.

* feat(observability): inline user attrs on every PostHog event + debug throw route

PostHog's UI shows person properties on the Person profile page, not
inline on each event — so a reviewer triaging an exception couldn't tell
which user hit the bug without clicking through. Fix it on both sides.

- Backend capture_exception merges user_id / user_email / user_name into
  the event properties (gated by POSTHOG_IDENTIFY_PII: none/id/email/full).
  Backed by a new _user_props_for_event helper on PosthogClient.
- Browser snippet registers user_id + user_email + user_name as super-
  properties via posthog.register({...}) so every $exception, $pageview,
  and custom event coming from posthog.captureException() carries them
  inline. Mirrors the backend so cross-referencing client/server events
  doesn't require a person-profile lookup.
- /api/debug/throw — debug-only endpoint gated by DEBUG=1 (404 in prod).
  Runs Depends(get_current_user) first so request.state.user is set when
  the unhandled-exception handler captures the event. Lets operators
  exercise the full observability path end-to-end without hand-rolling
  a TestClient script. Configurable via ?kind=ValueError&msg=...

7 new tests cover: backend user-attr merge across identify modes,
anonymous request fall-through, browser snippet super-prop emission for
logged-in / anonymous / id-only / full-name cases.

* fix(observability): address minasarustamyan PR #231 review

Two bugs caught in review.

1. PosthogInjectionMiddleware dropped Response.background on every
   return path. BaseHTTPMiddleware materialises the body and asks
   subclasses to return a fresh Response — three paths in dispatch()
   omitted background=, silently cancelling any BackgroundTask /
   BackgroundTasks the route attached (audit logging, async webhooks,
   email sends) with no log line. Fix: route every return through a
   _passthrough() helper that forwards background.

   Also adds a _MAX_BUFFER_BYTES (4 MB) cap so a streamed-HTML response
   can't balloon RSS during buffering. Bigger bodies short-circuit
   through with a warning rather than being injected.

   Regression tests in tests/test_posthog_inject_middleware.py exercise
   four return paths (snippet present, render-fail, double-injection
   guard, non-HTML passthrough) plus the streaming-guard short-circuit.

2. $ai_input / $ai_output_choices were emitted without truncation, so
   POSTHOG_LLM_PAYLOADS=1 silently dropped events past PostHog's ~32 KB
   per-event ingest limit — exactly the calls (large prompts with
   schemas / sample rows / SQL) an operator would want to inspect.
   Fix: clip both at POSTHOG_LLM_PAYLOAD_MAX_CHARS (default 30000) with
   an explicit "…[truncated N chars]" marker so readers don't mistake
   truncated captures for complete ones. Metadata (provider, model,
   tokens, latency, error) flows regardless. Three new tests cover
   default-cap clipping, env-override, and pass-through under the cap.

37 PostHog tests pass.
2026-05-08 17:57:10 +04:00
minasarustamyan
4fb2818a19
Add /marketplace browse page + Model B opt-in stack composition (#230)
* Add /marketplace browse page + Model B opt-in stack composition

New /marketplace browse surface unifies the curated marketplaces
(admin-managed git mirrors) and the community Flea Market behind
three tabs — Curated / Flea / My Stack — with per-tab category
filter, search across both sources with scope checkboxes, and
numeric pagination, all driven by URL query state. Plugin detail
at /marketplace/curated/<slug>/<plugin> and /marketplace/flea/<id>;
nested skill / agent detail at /marketplace/curated/<slug>/<plugin>/
{skill,agent}/<name> and the flea-side single-page detail.

Model B opt-in: an RBAC grant on a curated plugin is now only
*eligibility*. The user must click "Add to my stack" for it to
enter their served Claude Code marketplace. Composition flips
from (rbac ∖ opt_outs) ∪ store_installs to
(rbac ∩ subscriptions) ∪ store_installs. The legacy
user_plugin_optouts table is renamed user_curated_subscriptions
(schema v27) — same table shape, inverted semantic, repository
methods become subscribe / unsubscribe / is_subscribed.

UX vocabulary: Install → Add to my stack, Installed → In your
stack, card "Installed" badge → "In stack" (amber pill), tab
"My Subscriptions" → "My Stack". Bridges the two-step model
(server-side bookmark vs. on-laptop install) the previous label
hid. Click triggers an inline post-add hint panel under the
description with the agnes refresh-marketplace recipe + Copy
chip, dismissible per-browser via localStorage.

Per-tab info blocks above the filter row:
- Curated: trust signal — "Each plugin here has a named curator
  accountable for it." (blue accent + See-all-curators link)
- Flea: open-shelf signal — "Anyone in the company can upload
  here." (purple accent + Tips-for-sharing link)
- My Stack: personal-shelf orientation — "Your AI stack —
  everything you've added." (slate accent, no link)

Tabs carry per-tab Heroicons (shield-check / building-storefront
/ rectangle-stack) tinted to match each tab's accent; flips white
when the tab is active for contrast.

Hero illustration anchored to the right of the blue hero panel
(absolute, 47% wide, behind the search row content). Hidden
under 900px viewport.

Action-row CTAs realigned to publication intent: curated
"How to add new content" → "Submit a plugin" (links to the
guide page); flea button removed since +Upload sits next to it.
Empty-state CTAs match. /marketplace/guide/{curated,flea}
routes now host publication-flow guide pages with placeholder
ledes — full copy to be authored separately.

Categories: Heroicons-based icons mapped per category in
src/category_icons.py (zero new dependencies; SVG path strings
inlined). Marketplace cards, filter pills, and detail pages
read from the same source.

API endpoints under /api/marketplace:
- GET /items per-tab listing (curated / flea / my)
- GET /categories per-tab non-zero counts
- GET /curated/{slug}/{plugin} plugin detail
- POST/DELETE /curated/{slug}/{plugin}/install subscribe toggle
- GET /curated/{slug}/{plugin}/{skill,agent}/{name} inner item
The tab=my branch reads directly from
user_curated_subscriptions ∪ user_store_installs (not
resolve_user_marketplace, which bundles flea skills/agents into
a single store-bundle synthetic entry useful for serving the
Claude Code marketplace ZIP/git but wrong for browsing where
each item should appear as its own card).

Detail pages: plugin detail surfaces inner skills/agents as
clickable nested cards; commands/hooks/MCPs render as plain
name lists. Skill/agent detail mirrors the plugin layout with
kind-tinted accents (skill = green, agent = purple), Description
+ Details sidebar, Files + Docs sections, and the "How to call
it" copy-able invocation chip showing /<plugin>:<inner-name>
exactly as Claude Code namespaces it post-install. Curated
nested has no install button — links back to the parent plugin.

Navbar: standalone "My AI Stack" relabelled "My Stack" and
points at /marketplace?tab=my; "Store" link removed (Store
flow is reachable via the Flea Market tab's +Upload button).
The standalone /my-ai-stack and /store routes still work for
old bookmarks.

Tests cover the new browse / categories / install / RBAC paths
under tests/test_marketplace_api.py; existing marketplace and
store tests updated for Model B (explicit subscribe in fixtures).
Schema bumped v26 → v27 with idempotent migration that wipes
existing user_plugin_optouts rows on flip and adds
marketplace_plugins.created_at with registered_at backfill.

* Fix v28 migration + post-rebase test fallout

v28 ALTER TABLE marketplace_plugins ADD COLUMN created_at conflicted with
_SYSTEM_SCHEMA's earlier CREATE that already includes the column on fresh
installs (test fixtures starting at any pre-v28 version trip on it).
Switch to ADD COLUMN IF NOT EXISTS — same idiom as the upstream v27
Keboola sync-strategy migration on the same ladder.

Two test patches needed after the rebase bumped SCHEMA_VERSION 27 → 28:
- test_keboola_v27_migration.py: test_schema_version_constant_is_27 was
  pinning ==27. Loosened to >=27 (the test's purpose is to verify the
  v27 Keboola migration, not to pin the current SCHEMA_VERSION).
- test_setup_page_unified.py: was monkeypatching resolve_allowed_plugins
  but compute_default_agent_prompt now reads from resolve_user_marketplace
  (Model B-aware). Stub the right function so the test exercises the
  v28 served-set path.

* Harden curated skill/agent inner endpoints against path traversal

`_read_inner`, the `skill_dir` walk in `curated_skill_detail`, and the
`agent_path.stat` in `curated_agent_detail` joined URL path-params onto
`plugin_root` without verifying the resolved candidate stayed inside it.
Starlette's `[^/]+` on `{skill_name}` / `{agent_name}` blocks the direct
URL exploit (encoded `/` 404s before the handler), but a curator-planted
symlink inside a curated marketplace's git mirror could still dereference
outside the plugin tree on read.

Adds `_safe_join(plugin_root, *parts)` doing
`Path.resolve(strict=True)` + `relative_to(plugin_root.resolve())`, used
by all three call sites so the boundary is enforced once and consistently.
Tests cover the helper directly (normal path resolves, escaping `..`
returns None, escaping symlink returns None, missing file returns None)
plus an end-to-end check that the symlink case actually 404s on the
HTTP endpoint. Symlink tests skip on Windows where symlink creation
needs elevated permissions; they run on Linux CI.

---------

Co-authored-by: Minas Arustamyan <arustamyan.minas@gmail.com>
2026-05-08 14:22:19 +02:00
ZdenekSrotyr
aa5921da67
release: 0.47.0 — source-agnostic catalog metadata + cache discipline (#223)
## Summary

- Catalog enrichment for `query_mode='remote'` rows: `rows`, `size_bytes`, `partition_by`, `clustered_by` per table (BQ + Keboola providers).
- `/api/v2/schema/{id}` cache miss: 2 BQ jobs → 1 (-50%) via shared `fetch_bq_columns_full`.
- All four catalog/schema/sample/metadata caches flush on registry change; single-row re-warm scheduled.
- Automatic cache warmup at server startup (bounded concurrency, opt-out via `AGNES_SKIP_CACHE_WARMUP=1`).
- SSE-driven freshness toolbar on `/admin/tables` with progress bar, log, and per-row badge.
- New admin doc `docs/admin/query-modes.md` — single source of truth on `local` / `remote` / `materialized` choice.

Closes #155.
Closes #156.

## Test plan

- [x] 65+ targeted tests pass across 11 new test modules + 3 modified ones.
- [x] No DB migration; no wire-break; `MIN_COMPAT_CLI_VERSION` unchanged.
- [ ] Reviewer: register a remote BQ table via `/admin/tables`, observe the toolbar populates within ~2 s and the per-row badge transitions warming → fresh.
- [ ] Reviewer: trigger `Re-warm all`, verify SSE log scrolls and `cacheWarmupBar` progresses.
- [ ] Reviewer: edit a registered row's bucket, verify `agnes schema <id>` returns updated columns immediately (no 1-hour staleness).
- [ ] Reviewer: confirm `agnes admin register-table --query-mode remote` prints the new IAM-smoke-check hint.

## Notable design decisions

- BigQuery `INFORMATION_SCHEMA.TABLE_STORAGE` is the only valid scope for size+rows (verified live 2026-05-07; dataset-scoped doesn't exist). Region resolved from `instance.yaml.data_source.bigquery.location` → `bq.client().get_dataset(...)` → fall back to legacy `__TABLES__`.
- VIEW handling: TABLE_STORAGE returns no rows for views, fall through to `__TABLES__` (also empty) → `TableMetadata(rows=None, size_bytes=None, partition_by=..., clustered_by=...)`. Null size signals analyst Claude to apply existing CLAUDE.md guidance.
- `size_bytes` is `active_logical_bytes + long_term_logical_bytes` — full BQ scan reads both; reporting only active undercounts aged partitioned tables.
- Source-agnostic provider seam: per-source `connectors/<source>/metadata.py:fetch(MetadataRequest)`; dispatcher in `app/api/v2_catalog.py:_metadata_provider_for` lazily imports per source_type so a Keboola-only deployment doesn't pay the BQ-extension import cost.
- Warmup non-blocking: FastAPI `lifespan` schedules `asyncio.create_task(_warm_catalog_caches_bg)` before `yield`. Per-row failures isolated.

## Out of scope

- Profile / column histograms / dimension cardinality for remote tables (separate issue).
- Onboarding nudge ("you have 0 remote tables, consider registering some BQ ones") — separate UX call.
- Provider plug-in registration via entry-points (the dispatch table is a hardcoded if-tree today; one line per future source).

## Release

Bumps `pyproject.toml` 0.46.1 → 0.47.0 (main shipped 0.46.0 + 0.46.1 during this PR — see commit `d98976ec`). New CHANGELOG section under `## [0.47.0] — 2026-05-07`.

🤖 Generated with [Claude Code](https://claude.com/claude-code)
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2026-05-07 18:33:55 +02:00
ZdenekSrotyr
af2b866961 docs(version): clarify APP_VERSION scope + middleware /api prefix rationale 2026-05-06 23:23:23 +02:00
ZdenekSrotyr
57170bc556 feat(server): expose APP_VERSION + MIN_COMPAT_CLI_VERSION on /api/* response headers
Adds X-Agnes-Latest-Version and X-Agnes-Min-Version headers to every
/api/* response. CLI consumes these to hard-stop on incompatible drift.
MIN_COMPAT_CLI_VERSION ships at 0.0.0 — no enforcement until a deliberate
wire-protocol break bumps it.

Also dedupes app version logic: app/main.py:_app_version() helper deleted,
replaced by app/version.py:APP_VERSION as the single source of truth.
test_app_version.py rewritten to target app.version.
2026-05-06 23:23:23 +02:00
ZdenekSrotyr
6c94d2cbce Merge remote-tracking branch 'origin/main' into pr180-review
# Conflicts:
#	CHANGELOG.md
#	pyproject.toml
2026-05-06 07:27:25 +02:00
Vojtech Rysanek
a303de0372 feat: STATE_DIR env var + flat-mount overlay (parallel disks)
Introduces STATE_DIR as the single source of truth for the writable
state directory path, with backward-compatible default of
${DATA_DIR}/state. Pairs with a new docker-compose.flat-mount.yml
overlay that mounts the state disk in PARALLEL to the data disk
(rather than nested under it).

Why
---
The default deployment topology nests state under data: sdb at /data,
sdc at /data/state. That layout has known fragility documented in
docs/state-dir.md — bind-propagation gotchas, two-writer collisions
on the same prefix, mount-order coupling. The 2026-05-05 incident in
the Groupon FoundryAI deployment was a manifestation of the
propagation gotcha.

The flat layout (sdb at /data, sdc at /data-state — parallel, not
nested) eliminates the nested-mount class entirely. Each disk is its
own bind mount, recursive by default in modern Docker. No volume
options to forget. No two-writer collision (host scripts and
container app share /data-state at the same path, single namespace).

What changes
------------
App code (Python):
- src/db.py:        new _get_state_dir() helper. get_system_db() and
                    schema migration snapshot use it.
- app/secrets.py:   new _state_dir() helper. _load_or_generate() uses
                    it for .session_secret and .jwt_secret.
- app/main.py:      .env_overlay loaded from _state_dir().

Host scripts:
- scripts/ops/agnes-auto-upgrade.sh: STATE_DIR drives mount-sanity
  check and cert detection. Defaults preserve existing behavior.
- scripts/ops/agnes-tls-rotate.sh:   STATE_DIR drives CERT_DIR.

New compose overlay:
- docker-compose.flat-mount.yml: parallel /data and /data-state binds
  per service. Mutually exclusive with docker-compose.host-mount.yml;
  pick one based on disk topology.

Documentation:
- docs/state-dir.md: layout choice (A nested vs B flat), pros/cons,
  migration steps, and which code paths read STATE_DIR.

Backward compatibility
----------------------
STATE_DIR defaults to ${DATA_DIR}/state — current behavior. Existing
deployers that don't set the var see no behavior change. Migration
to flat layout is opt-in per the runbook in docs/state-dir.md.

Validation
----------
- bash -n on both host scripts: pass
- docker compose config -f docker-compose.flat-mount.yml: resolves
  cleanly with all 6 services binding /data and /data-state directly
- python3 import + helper exercise: STATE_DIR override works,
  default falls back to ${DATA_DIR}/state

Companion to PR #191 (drop named-volume driver_opts in host-mount.yml).
That PR fixes the immutability footgun for Layout A; this PR offers
Layout B as the architectural alternative.
2026-05-05 19:28:07 +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
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
39bdc1ff45 feat(admin): #160 BQ test-connection endpoint + billing_project placeholder UI
Closes the operator-side half of the reporter's loop. The CLI fix in
the previous commit makes USER_PROJECT_DENIED errors readable to
analysts; this commit lets admins verify reachability proactively
from /admin/server-config without waiting for analyst reports.

New endpoint POST /api/admin/bigquery/test-connection
(app/api/admin_bigquery_test.py, ~110 LOC):
- Depends(require_admin); registered in app/main.py.
- Builds BqAccess via existing get_bq_access(), runs `SELECT 1 AS ok`
  with a 10s polling timeout.
- 200 with {ok, billing_project, data_project, elapsed_ms} on success.
- 400 for `BqAccessError(not_configured)` (operator config issue).
- 502 for any other typed BqAccessError or unknown upstream exception.
- 504 for concurrent.futures.TimeoutError; best-effort cancel_job
  invoked (BQ-side cancel may still run; documented caveat).

Server-config placeholder (app/api/admin.py + admin_server_config.html):
- `data_source.bigquery.billing_project` field-spec gains
  `placeholder_from: ["data_source", "bigquery", "project"]`.
- renderLeafInput's text branch reads `opts.spec.placeholder_from`,
  walks the loaded `original` config dict, injects
  `placeholder="(defaults to <project>)"` into the input HTML at
  construction time. Admin sees the access.py:339-340 fallback rule
  visible directly in the UI without reading source.

UI button:
- "Test BigQuery connection" button next to data_source's Save button.
- onTestBigQuery() POSTs to the endpoint, renders structured result
  inline (green check + elapsed_ms on success; red kind + hint on
  failure).

Tests: 6 endpoint cases + 1 placeholder payload test = 7 GREEN. 62
total across the affected admin server-config test files.
2026-05-04 10:31:35 +02:00
ZdenekSrotyr
955b56608d feat(api,web,cli): /admin/workspace-prompt + /api/welcome restored + da analyst writes CLAUDE.md
- app/api/claude_md.py: GET /api/welcome (analyst, auth required); GET/PUT/DELETE
  /api/admin/workspace-prompt-template; POST …/preview; two-pass Jinja2 validation
  on PUT; validation stub mirrors build_claude_md_context() shape
- app/main.py: register claude_md_router
- app/web/router.py: GET /admin/workspace-prompt → admin_workspace_prompt.html
- app/web/templates/admin_workspace_prompt.html: CodeMirror editor + live preview +
  status chip + reset modal; mirrors admin_welcome.html for Agent Setup Prompt
- app/web/templates/_app_header.html: add "Agent Workspace Prompt" nav item next to
  "Agent Setup Prompt"; extend _admin_active to cover /admin/workspace-prompt
- cli/commands/analyst.py: _init_claude_workspace now accepts server_url + token;
  _write_claude_md fetches GET /api/welcome, writes CLAUDE.md, graceful 404/5xx;
  setup command adds --no-claude-md flag to opt out; default = write CLAUDE.md
- tests: test_claude_md_api.py (16 tests); test_analyst_bootstrap.py updated with
  4 new CLAUDE.md bootstrap tests; test_welcome_template_api.py: update stale
  assertion about /api/welcome being removed (endpoint restored)
- tests/snapshots/openapi.json: regenerated
2026-05-03 22:44:14 +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
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
0d1ecd235d feat(api): /api/welcome + /api/admin/welcome-template endpoints 2026-05-03 16:10:48 +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
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
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
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
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
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
ZdenekSrotyr
e9d7af3cce feat(rbac+marketplace): RBAC v13 + Claude Code marketplace + #81/#83/#44 hardening
This squashes 13 commits from ma/staging plus a small docstring translation
into a single coherent unit. Three workstreams.

== RBAC v13 redesign ==
- Drops core.viewer/analyst/km_admin/admin hierarchy and the
  internal_roles / group_mappings / user_role_grants / plugin_access tables.
- Replaced by user_group_members + resource_grants. Atomic v12→v13 backfill
  wrapped in BEGIN/COMMIT; ROLLBACK leaves schema_version at 12 for retry.
- Two authorization primitives in app.auth.access:
    require_admin                        — Admin-group god-mode
    require_resource_access(rt, "{path}") — entity-scoped grants
  Single DB lookup per request; no session cache; no implies BFS.
- /admin/access UI (single page) replaces /admin/role-mapping +
  /admin/plugin-access. CLI `da admin group/grant *` replaces
  `da admin role/mapping/grant-role/revoke-role/effective-roles`.
- ResourceType.TABLE listing-only — admins can record table grants,
  runtime enforcement still flows through legacy dataset_permissions
  (migration plan in docs/TODO-rbac-data-enforcement.md).

== Claude Code marketplace ==
- Aggregated /marketplace.zip + /marketplace.git/* (PAT-gated,
  RBAC-filtered, content-addressed cache via dulwich).
- Admin god-mode dropped on the marketplace surface — admins curate
  their own view via grants like everyone else.
- Bare-repo cache materializes per RBAC-filtered ETag; stale entries
  not pruned in this iteration (disclaimed in git_backend.py docstring).

== #81 #83 #44 security/ops hardening ==
- #81 Group A — orchestrator ATTACH allow-listing (extension/url/alias).
- #81 Group B — Keboola extractor 3-state exit codes:
    0 success / 1 total fail / 2 PARTIAL fail
  Sync API logs PARTIAL FAILURE alert on exit 2. Operators with binary
  alerting must teach it the new partial signal.
- #81 Group C — schema v10 view_ownership; rejects silent overwrite
  of a prior connector's view name on collision.
- #81 Group D — extractor-side identifier validation.
- #83 — Jira webhook fail-closed when JIRA_WEBHOOK_SECRET unset
  + path-traversal fix.
- #44 — entire /api/scripts/* surface is admin-only (planted-script +
  sandbox-bypass risk closed).

== Web UI polish + deploy fix ==
- /admin/access: live grant-count badges (no stale snapshot revert),
  shared-header CSS link added to /catalog and /admin/{tables,permissions},
  per-resource-type colored stripes.
- docker-compose.host-mount.yml: bind,rbind so dual-disk hosts don't
  silently shadow sub-mounts and write state to the wrong disk.

== OSS vendor-neutralization (waves 1+2) ==
- scripts/grpn/ → scripts/ops/. Customer-specific identifiers
  (project IDs, internal hostnames, dev/prod VM IPs, brand names)
  replaced with placeholders across code, docs, Terraform, Caddyfile,
  OAuth probe, and planning docs. Downstream infra repos that copied
  scripts/grpn/agnes-tls-rotate.sh or agnes-auto-upgrade.sh must
  update the path.

== Translation ==
- src/repositories/user_groups.py::ensure_system docstring translated
  from Czech to English for codebase consistency.

Co-authored-by: Mina Rustamyan <mina@keboola.com>
2026-04-28 14:25:04 +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
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
1bbbe58ea0
release(2.1.0): durable sync, CLI auto-update, versioned wheel URL, version unification (#43)
* fix(cli): versioned wheel URL in setup instructions; drop broken /cli/agnes.whl alias (#36)

* fix(cli): inline PEP 427 wheel filename in setup instructions

`uv tool install <server>/cli/agnes.whl` fails with

    error: The wheel filename "agnes.whl" is invalid: Must have a version

because uv validates the filename in the URL path *before* fetching — so
the server-side Content-Disposition header (which has the real versioned
filename) is never consulted, and an HTTP redirect does not help either:
uv resolves the filename from the initial URL.

Fix the root cause by inlining the real PEP 427 filename into the setup
snippet the dashboard copies to the clipboard. The wheel filename is
resolved server-side via `_find_wheel()` and substituted into the lines
returned from `setup_instructions.resolve_lines()`, so both the read-only
HTML preview and the JS clipboard renderer get byte-identical output.

Also added `/cli/wheel/{filename}` to serve wheels at their PEP 427 path,
and kept `/cli/agnes.whl` as a 302 redirect for manual/legacy callers —
though that redirect alone is NOT sufficient for `uv tool install` (uv
validates before following redirects) and is there only as defense-in-depth.

Verified locally:
- `uv tool install <server>/cli/wheel/agnes_the_ai_analyst-2.0.0-py3-none-any.whl` succeeds
- `/install` HTML now renders the versioned URL; `/cli/agnes.whl` no longer appears in the rendered snippet

* fix(cli): remove /cli/agnes.whl alias entirely — it only confused users

The bareword alias was never actually usable:

- `uv tool install <server>/cli/agnes.whl` fails at filename validation
  before any HTTP fetch, so neither the Content-Disposition header nor a
  302 redirect rescued it.
- The 302-to-versioned-path fallback left a visibly "working" URL in
  browser / curl -L contexts, which is exactly how the original bug got
  reported in the first place ("the URL loads, why doesn't install work?").

Remove the endpoint and scrub all remaining references. The only CLI wheel
URL is now `/cli/wheel/{filename}` with the real PEP 427 filename, which
the setup-instructions template already generates server-side.

Existing tests that referenced /cli/agnes.whl become negative tests
("must not appear") so we don't regress.

* feat(cli): --version flag; sync --dry-run + progress indicator (#38)

* feat(cli): add --version / -V flag

Prints `da <version>` from package metadata (importlib.metadata). Falls
back to "unknown" when the package is not installed (e.g. running from a
source checkout without `uv pip install -e .`), instead of crashing.

Eager typer callback, so `da --version` exits before subcommand
resolution and does not require any auth/config.

* feat(cli): da sync --dry-run + X/N progress indicator

--dry-run reports what would be downloaded/uploaded without hitting the
API or writing local state. Supports the full flag set (--table, --json,
--upload-only); JSON shape is {"dry_run": true, "would_download": [...],
"summary": {...}}.

Progress bar now shows "[X/N] Downloading <table>..." with a Rich
BarColumn + TaskProgressColumn + TimeElapsedColumn instead of a bare
spinner — makes long syncs visible.

* feat(cli): durable sync + server gzip + auto-update check (#41)

* fix(sync): atomic writes + manifest hash verification + retry on transient errors

Three durability hooks around stream_download and the sync command:

1. Atomic writes. stream_download now streams into `<target>.tmp` and
   calls os.replace() on success, so the real target file never exists
   in a half-written state. On failure the tmp is unlinked — no cleanup
   leftovers, no guard needed at read time.

2. Retry with backoff. Transient errors (ConnectError, ReadError,
   WriteError, RemoteProtocolError, TimeoutException, 5xx) are retried
   up to 3× with 0.3s / 1s / 3s backoff. 4xx (auth, 404) surfaces
   immediately — retrying those is pointless.

3. Manifest-hash verification. After download, sync.py computes MD5 of
   the target (same 8KiB chunking as app/api/sync.py:_file_hash) and
   compares against `server_tables[tid]["hash"]`. Mismatch ⇒ unlink,
   record error, skip state commit. The PAR1 structural check survives
   as a fallback for legacy manifests without a hash.

Also makes _rebuild_duckdb_views tolerant: single broken parquet is
skipped with a stderr warning instead of killing the whole rebuild.

Supersedes #40 — this commit is a strict super-set (hash check + PAR1
fallback + atomic write + retry). #40 can be closed without merging.

* perf(server): enable GZipMiddleware for JSON / HTML responses

GZipMiddleware at minimum_size=1024 shaves bandwidth on manifest-style
JSON endpoints (/api/sync/manifest, /api/version, …) and the /install
HTML preview. Parquet file downloads are already columnar-compressed so
the middleware sees limited benefit there — but it doesn't hurt, httpx
on the client side decompresses transparently.

Placed after session middleware so gzip wraps the session-Set-Cookie
response too, and before CORSMiddleware so compression is applied to
both cross-origin and same-origin responses.

* feat(cli): auto-check for newer CLI version on startup

Server side
- GET /cli/latest returns {version, wheel_filename, download_url_path}
  for whatever wheel is currently in AGNES_CLI_DIST_DIR. Public,
  cacheable, no secrets — consumed by the CLI auto-update probe.

Client side
- New cli/update_check.py: reads /cli/latest with a 3s timeout, caches
  the result in $DA_CONFIG_DIR/update_check.json for 24h. Cache is
  invalidated when the installed version changes (e.g. after a fresh
  `uv tool install`) so stale "you're behind" warnings don't linger.
- Root typer callback fires the probe before subcommand dispatch; any
  failure is swallowed so a bad network never blocks a working command.
- Outdated → one-line stderr warning:
    [update] da 2.0.0 is out of date — latest on this server is 2.1.0.
    Upgrade: uv tool install --force <server>/cli/wheel/<…>.whl
- Disable with DA_NO_UPDATE_CHECK=1.

* fix(pr-review): None-guard the upgrade line + skip gzip on parquet paths

Two follow-ups from Devin review on #41.

1. format_outdated_notice(UpdateInfo(download_url=None)) emitted literal
   "uv tool install --force None" — copy-pasting that fails. Drop the
   upgrade snippet when the URL is absent and keep only the version line.

2. GZipMiddleware compressed everything over 1024 bytes, including the
   parquet FileResponses served by /api/data/{tid}/download,
   /cli/wheel/{name}, and /cli/download. Parquet is already columnar-
   compressed — gzip there is pure CPU + latency with no size win, and
   /api/data bodies can reach hundreds of MB. Wrap GZipMiddleware in a
   small _SelectiveGZipMiddleware that skips those path prefixes and
   delegates the rest to the stock middleware. JSON / HTML endpoints
   (manifest, /install, /api/version, …) still get compressed.

* release: bump to 2.1.0 — unify AGNES_VERSION with pyproject.toml version (#42)

Before: two independent version systems. pyproject.toml carried semver
(2.0.0 → wheel filename → `da --version`) while release.yml injected
CalVer into AGNES_VERSION (e.g. 2026.04.155 → /api/version). Users saw
different strings in the CLI vs. the /install page, and the CLI auto-
update check couldn't tell "new deploy, same package version" apart
from "new package version".

Make pyproject.toml [project].version the single product-version source
of truth. release.yml extracts it and feeds AGNES_VERSION, so every
surface (/api/version, /api/health, /cli/latest, `da --version`) agrees
on one number. The CalVer tag keeps doing what CalVer is for: release
identity on the git tag and Docker image tag (versioned_tag).

Also wires AGNES_TAG through the build: release.yml → Dockerfile ARG →
env, so /api/version.image_tag finally reports the actual image tag
instead of the "unknown" fallback.

Bump to 2.1.0 to reflect the PRs shipped on ps/wheel-name-fix: durable
sync (atomic writes + manifest MD5 + retry), server GZip, CLI auto-
update probe, setup snippet PEP 427 URL.

* fix(pr-review): directional version compare in is_outdated()

UpdateInfo.is_outdated() used `self.latest != self.installed`, which
fires in both directions. If the server is rolled back or the user
connects to an older deployment, the CLI would warn "out of date"
and — worse — the formatted notice would prompt

    uv tool install --force <older-version>.whl

i.e. an unintended downgrade.

Compare with packaging.version.Version (PEP 440 aware, handles pre-
release tags). Fall back to dotted-int tuple compare if packaging is
somehow missing, and return False on unparseable strings — better to
miss an upgrade hint than to silently suggest a downgrade.

Adds 4 test cases: installed older (True), installed newer (False),
10.0.0 vs 2.1.0 lexical-compare trap (correct), unparseable strings
(False).

Addresses Devin review on #43.

* fix(pr-review): read FastAPI app version from package metadata

app/main.py:80 hardcoded `version="2.0.0"` in the FastAPI constructor.
After #42 bumped pyproject.toml to 2.1.0, /api/version, /cli/latest,
and `da --version` all reported 2.1.0 while /openapi.json and the
/docs UI still advertised 2.0.0.

Read `agnes-the-ai-analyst` version via importlib.metadata (same
pattern cli/main.py:_cli_version already uses), with a `"dev"`
fallback when the package is not installed (source checkout). This
way pyproject.toml stays the single source of truth across every
version surface — /openapi.json now tracks the bump automatically.

Adds a dedicated test file to pin this behavior so a future
regression to a hardcoded literal fails at CI.

Addresses second Devin finding on #43.

* fix(pr-review): _fmt_bytes PiB label + negative cache in update_check

Two more follow-ups from Devin review on #43.

1. _fmt_bytes off-by-unit. The old loop exited at TiB but the fallback
   labelled PiB, so 1 PiB rendered as "1024.0 PiB". Restructure: put
   every unit inside the loop (KiB through EiB) so the division count
   always matches the label. Covers up to 1 ZiB cleanly; anything
   beyond renders as "<big>.0 EiB" rather than crashing.

2. Negative cache for failed /cli/latest probes. On a corporate
   firewall / VPN that silently drops packets, the 3s HTTP timeout
   fired on *every* `da` invocation. Writing a `latest=None` cache
   entry with a 5-minute TTL caps that at one probe per 5min. Successful
   probes still use the 24h TTL. Reading logic branches on whether the
   cached `latest` is None.

Adds TestFmtBytes (2 cases: small/medium sizes and the PiB/EiB fallback
regression), plus two TestSync update-check cases covering negative-
cache reuse and TTL expiry.
2026-04-22 21:18:18 +02:00
Petr Simecek
9b5214ea6f
feat(dev): LOCAL_DEV_MODE for one-command local dev + magic-link fixes (#32)
* feat(dev): add LOCAL_DEV_MODE for one-command local dev

When LOCAL_DEV_MODE=1, every protected route auto-authenticates as a seeded
admin user (default dev@localhost) — no login screen, no Google OAuth config,
no magic-link roundtrip. Startup logs a loud warning to make misuse obvious.

Also fixes two preexisting bugs in the magic-link flow that surfaced while
wiring up the dev fallback:

- /auth/email/verify only accepted POST, but the URL embedded in emails is
  a GET link — clicking from any mail client returned 405. Added a GET
  variant that consumes the token, sets the auth cookie, and redirects to
  /dashboard.
- Token expiry check compared an offset-aware datetime.now(timezone.utc)
  against an offset-naive value from DuckDB, raising TypeError on every
  valid link. Normalize the stored timestamp to UTC before subtracting.

Dev-only fallback (scoped strictly to LOCAL_DEV_MODE to keep test and
production behavior identical): send-link logs the magic link to stderr
and returns it as dev_link in the JSON response when no SMTP is configured.

Usage:
  ./scripts/run-local-dev.sh
  open http://localhost:8000  # lands on /dashboard as admin

* fix(dev): URL-encode magic-link email + avoid /login redirect loop

Two issues surfaced by Devin review on PR #32.

1. _build_magic_link interpolated email into the URL unescaped. For addresses
   with '+' (e.g. user+tag@gmail.com) Starlette's query parser decoded '+'
   as a space on the GET /verify side, so repo.get_by_email returned None
   and every click yielded 401 "Invalid link". quote(email, safe='') fixes
   both the email transport and the dev_link fallback.

2. /login in LOCAL_DEV_MODE unconditionally redirected to /dashboard. If
   dev-user seeding failed at startup (main.py wraps seed in try/except),
   /dashboard 401'd, the HTML redirect handler bounced to /login, and the
   loop repeated until the browser aborted. Now /login checks the dev user
   actually exists before short-circuiting; otherwise it falls through to
   the normal login form so the missing seed is visible.
2026-04-22 14:47:33 +02:00
ZdenekSrotyr
d2c76cb221
User management + PAT + CLI distribution + HTML auth redirect (#9 #10 #11 #12) (#28)
* fix: redirect unauthenticated HTML routes to /login (#10)

* docs(plan): user mgmt + PAT + CLI distribution implementation plan (#9 #10 #11 #12)

* build(docker): produce wheel artifact for /cli/download (#9)

* feat(db): schema v5 — users.active + deactivated_at/by (#11)

* feat(api): /cli/download wheel + /cli/install.sh with baked server URL (#9)

* feat(users): repository supports active flag + count_admins (#11)

* feat(ui): /install page with per-deployment install instructions (#9)

* feat(api): user PATCH/reset-password/set-password/activate/deactivate (#11)

* fix(cli): da login prompts for password and sends it in body (#9)

* test(api): safeguard tests for self-deactivate and last admin (#11)

* feat(auth): reject requests from deactivated users (#11)

* fixup(#10): propagate next through /login buttons + lock down sanitizer tests

* feat(cli): da admin set-role/activate/deactivate/reset-password/set-password (#11)

* feat(ui): /admin/users management page (#11)

* feat(db): schema v6 — personal_access_tokens (#12)

* feat(users): access_tokens repository (#12)

* feat(auth): JWT carries typ (session|pat) and explicit jti (#12)

* feat(auth): reject revoked/expired PATs; update last_used_at (#12)

* feat(api): /auth/tokens CRUD + admin revoke; session-only guard (#12)

* feat(cli): da auth token create/list/revoke (#12)

* feat(ui): /profile page with PAT create/list/revoke (#12)

* docs: PAT usage and session/PAT TTL clarification (#12)

* feat(auth): PAT first-use-from-new-IP audit + last_used_ip (schema v7) (#12)

Closes remaining acceptance gap from issue #12: audit_log entry on first use
of a PAT from an IP that differs from the recorded last_used_ip.

- schema v7: personal_access_tokens.last_used_ip column
- AccessTokenRepository.mark_used now stores the client IP
- get_current_user extracts client IP (X-Forwarded-For first hop, fallback
  to request.client.host) and emits a token.first_use_new_ip audit when the
  IP changes on a subsequent use (not the very first use)
- tests: new-ip audit, same-ip no-op, first-ever-use no-op, schema v7 column

* fix: address Devin review findings on PR #28

- app/main.py: exclude /auth/* from HTML redirect handler so JSON
  endpoints under /auth/ (PAT CRUD used by `da auth token` CLI) keep
  their 401 JSON contract (Devin #1, bug)
- app/api/tokens.py: reject expires_in_days <= 0 explicitly; use
  `is not None` so 0 no longer silently creates a non-expiring token
  (Devin #2)
- app/api/users.py: validate role against Role enum in create_user
  to match update_user and prevent 500 on role-protected requests
  later (Devin #3)
- app/web/templates/admin_users.html: escape user-supplied strings
  before innerHTML; move onclick handlers to addEventListener via
  data attributes so emails with quotes / HTML no longer break the UI
  or enable stored XSS (Devin #4)
- app/auth/router.py, app/auth/providers/{password,google}.py:
  reject deactivated users at login instead of issuing a JWT that
  would then fail on the next request — removes the confusing
  redirect loop (Devin #5)
- CLAUDE.md: document schema v7 instead of stale v4 (Devin #6)
- tests/test_web_ui.py: regression test for the /auth/* JSON 401

* feat(web): add /profile and /admin/users links to dashboard nav

* feat(web): point setup banner at /install page

* chore(web): drop unused setup_instructions context

* fix: address Devin review round 2 on PR #28

- app/api/tokens.py: when expires_in_days is None (the "never" option),
  use a ~100-year JWT expiry so the token doesn't silently die in 24h
  via the session-default fallback in create_access_token. The real
  expiry enforcement stays in verify_token's DB-level check (Devin 🔴)
- app/web/templates/profile.html: escape t.name and other user-supplied
  strings via esc() helper before innerHTML, same pattern as
  admin_users.html. Move revoke onclick to data-attribute +
  addEventListener (Devin 🟡)
- app/api/cli_artifacts.py: use `mktemp -d` with X's at end of template
  for GNU/BSD portability, place wheel inside the temp dir and
  clean up with rm -rf (Devin 🚩)

* feat(web): redesign /install page; make curl one-liner primary, collapse manual

Rebuild the public /install page using the dashboard visual language
(shared header, card layout, gradient hero, design tokens from
style-custom.css). The page is now anchored on the one-liner install
path: curl -fsSL <server>/cli/install.sh | bash is rendered as the
primary, prominent step 1, while the old manual wheel-download flow
is tucked behind a closed-by-default <details> block for users in
restricted/offline environments.

Information architecture:
  hero (server URL + version)
  -> step 1: quick install (one-liner, big Copy button)
  -> step 2: create PAT on /profile + export DA_TOKEN / da auth whoami
  -> step 3: Claude Code / MCP via ~/.config/da/token.json
  -> collapsed "Manual install" details for download-wheel flow
  -> footer link to docs/HEADLESS_USAGE.md

Every shell snippet has a vanilla-JS "Copy" button that confirms
visually ("Copied!" for 1.5s) and falls back to textarea+execCommand
on non-secure contexts. No new dependencies, no bundler.

The route now also pulls an optional user so the header shows the
same nav (Dashboard / Profile / Logout) as dashboard.html when a
session exists, while staying fully public when signed out.

* fix(cli): use real wheel filename in install.sh (broken pip/uv install)

The installer wrote the downloaded wheel as agnes_cli.whl, which lacks a
PEP-427 version component — both pip and uv tool install reject it and
abort the one-liner.

Use curl -OJ so Content-Disposition determines the on-disk filename, then
resolve it via glob. Install an EXIT trap to remove the tmpdir even when
install fails.

* fix(web): correct manual install wheel glob and add PEP 668 / PATH hints

- Wheel glob is agnes_the_ai_analyst-*.whl (not agnes-*.whl) — the old
  pattern never matched the real artefact name from the build.
- Add — or — separator between uv tool install and pip install.
- Warn that pip install --user is blocked on macOS Homebrew / modern
  Debian (PEP 668) and recommend uv tool install as the default path.
- Both flows now show the ~/.local/bin PATH hint so a fresh shell can
  find the da binary after install.

* fix(web): consistent session.user reference in install header

The avatar-letter fallback inside {% if session.user %} was reading
user.name / user.email directly, but the route dependency can pass
user=None — those references resolved to an empty FlexDict and produced
an empty avatar circle. Read everything through session.user to match
the guard and the dashboard pattern.

* fix(web): point headless usage link at GitHub source

/docs/HEADLESS_USAGE.md 404s — no static route serves repo docs. Point
the footer link at the rendered markdown on GitHub instead of adding a
dedicated docs serving route just for one file.

* feat(web): /install hero size, anon sign-in banner, step 2 copy polish

- Bump hero h1 from 26px to 30px to match dashboard primary scale.
- Anonymous visitors see a small sign-in banner above Step 2 (creating
  a token requires auth; without the banner the flow appears stuck).
- Add an 'After generating your token' section label inside Step 2 so
  the /profile CTA button no longer looks wedged mid-sentence between
  adjacent paragraphs.

* chore(web): /install a11y + version pill polish

- aria-live='polite' on copy buttons so screen readers announce the
  'Copied!' state change.
- Replace redundant INSTANCE_NAME eyebrow (already in the header logo)
  with 'Getting started'.
- Hide the version pill when AGNES_VERSION is unset/'dev' — avoids the
  misleading 'vdev' label in local/unbuilt runs.
- Manual summary focus-visible outline-offset +2px (was -2px which
  clipped inside the card), and mark the chevron as decorative.

* fix(web): use session.user in dashboard avatar fallback

Inside {% if session.user %} guard, the avatar fallback referenced
(user.name or user.email). If user is None the block crashes when
the profile picture is absent. Align with the guard variable.

* fix: address Devin review round 3 on PR #28

- app/api/users.py: stop auto-sending email from reset_password. The
  magic-link sender would deliver a "Login Link" that — when clicked —
  consumes the reset_token via verify_magic_link and logs the user in
  WITHOUT prompting for a new password. Admins now share the raw
  reset_token from the API response manually, or use set-password
  directly. email_sent is always False. Documented inline. (Devin 🟡)
- app/api/cli_artifacts.py: harden /cli/install.sh generation against
  shell injection via Host header or AGNES_VERSION. base_url is
  validated against a strict scheme+host+port regex; version against
  an alnum + dot/dash/underscore allowlist. Both values are also
  piped through shlex.quote() as defense in depth. (Devin 🟡)

The shared users.reset_token column between magic-link and password-
reset flows (Devin 🚩) remains an architectural gap; splitting into
separate columns needs schema v8 and is tracked for a follow-up PR.

* docs, chore(grpn): manual-deploy helpers + hackathon deploy learnings

Adds scripts/grpn/ — Makefile + agnes-auto-upgrade.sh + README for
operating Agnes on GRPN's existing foundryai-development VM when the
full Terraform flow is blocked by org policies:

- iam.disableServiceAccountKeyCreation (org constraint) forbids SA
  JSON keys, so GCP_SA_KEY-based CI is unavailable
- No projectIamAdmin delegation → bootstrap-gcp.sh can't grant roles
- Secret Manager IAM bindings require setIamPolicy which editor lacks

Helper targets: deploy, deploy-tag, recreate, restart, stop, start,
status, version, logs, ps, env, ssh, tunnel, open, bootstrap-admin,
set-data-source, install-cron, uninstall-cron.

docs/superpowers/plans/2026-04-22-grpn-deploy-learnings.md — running
log of all org-policy constraints hit during the hackathon deploy,
with workarounds and derived follow-ups (WIF support, external_ip
variable, customer onboarding IAM checklist).

Not a replacement for the TF flow — stopgap until WIF lands.

* fix(web): make header logos clickable links to home

* feat(web): one-click "Setup a new Claude Code" button

Adds a single-button flow on the dashboard and /install page that
generates a fresh personal access token via POST /auth/tokens and
copies a complete, paste-ready setup script (server URL, token,
install/verify commands) to the clipboard. Falls back to a modal
textarea when the clipboard is blocked; redirects to /login on 401;
surfaces backend errors inline.

- dashboard.html: replaces the top "Set up your local environment"
  anchor with a real button wired to setupNewClaude(). Removes the
  duplicate bottom setup banner to keep a single entry point.
- install.html: for signed-in users, Step 1 leads with the one-click
  button and demotes the curl one-liner into a collapsible "Or run
  manually" aside. Anonymous visitors still see the curl flow plus a
  sign-in hint.
- No new deps. Vanilla JS. Token lives in memory/clipboard only —
  never rendered into persistent DOM.

* feat(cli): add "da auth import-token" for non-interactive PAT login

Writes a provided JWT into ~/.config/da/token.json using the canonical
{access_token, email, role} shape expected by save_token(). Decodes the
token locally to pull email/role claims, verifies it against the server
via GET /api/catalog/tables, and refuses to overwrite an existing token
file if the server returns 401. --email / --role overrides exist for
tokens missing those claims; --skip-verify bypasses the server round-trip
for offline / CI scenarios.

* test(cli): cover da auth import-token success + 401 + claim-fallback paths

Three new tests in TestAuthImportToken:
- valid JWT + 200 -> canonical token.json written
- 401 from /api/catalog/tables -> exit 1, existing token file untouched
- JWT without email/role claims -> refused without overrides, accepted
  with --email / --role flags

* feat(web): update one-click Claude setup instructions — explicit uv install, import-token, skills question

Replaces the fragile `cat > token.json <<EOF` clipboard payload with an
explicit, auditable sequence:

  1. `curl -fsSL /cli/download` + `uv tool install --force` (no opaque
     `curl | bash`).
  2. `da auth import-token --token ...` instead of hand-written JSON.
  3. Explicit PATH persistence for zsh/bash.
  4. A required question to the user about whether to copy the bundled
     skills into ~/.claude/skills/agnes/ or pull them on-demand via
     `da skills show`.
  5. A final confirmation step with whoami + version output.

Factored both pages to include a shared partial
(app/web/templates/_claude_setup_instructions.jinja) so dashboard.html
and install.html can never drift apart again. {server_url} and {token}
stay as runtime placeholders substituted by renderSetupInstructions().

* feat(ui): modernize /admin/users + unify header nav across pages

- New shared partial app/web/templates/_app_header.html — single source
  of truth for the top navigation. Used by base.html and dashboard.html
  (which doesn't extend base.html). Active page highlighted via
  request.url.path. Admin "Users" link gated by session.user.role.
- style-custom.css: add .app-header / .app-nav-link / .app-btn-logout /
  .app-avatar styles (mirrors dashboard's previous inline copy under
  app-* prefix). Mobile-friendly fallback at <720px.
- base.html: include the new partial so every page extending base
  (admin_users, profile, login_email, error, …) gets the same chrome
  the dashboard has.
- dashboard.html: replace its inline <header class="header"> markup
  with the shared partial. Inline .header CSS left in place as
  harmless dead code (separate cleanup PR).
- admin_users.html: rewritten with avatars, role pills (color-coded
  per role), toggle switch for active, search/filter input, toast
  notifications, modal dialogs replacing alert/confirm/prompt,
  one-click copy for the reset token, empty / loading states.
  All XSS-safe via the existing esc() helper + data-attribute
  event delegation.
- tests/test_web_ui.py: smoke test that /admin/users renders the new
  shared header chrome and the modernized markup.

* feat(api): serve CLI wheel at /cli/agnes.whl for direct uv install

uv tool install inspects the URL path suffix to recognise a wheel, so
/cli/download (which has no .whl suffix) cannot be installed directly.
Expose a stable /cli/agnes.whl alias over the same wheel lookup so users
can run: uv tool install --force https://<server>/cli/agnes.whl

* test(cli): cover da auth import-token --server persisting to config.yaml

The server persistence was already implemented in the import-token command
(save_config({server}) call) but not covered by tests. Add an explicit test
so the one-step setup contract — single import-token call writes both token
and server — cannot regress.

* feat(web): simpler Claude setup — single uv install URL, single import-token call

User feedback: the prior clipboard payload repeated the server URL and
token across multiple steps (curl + tmpfile + install + rm + separate
seed-config + import-token). Collapse to:

 1. uv tool install --force {server_url}/cli/agnes.whl  (single URL, direct)
 2. da auth import-token --token ... --server ...        (one call, persists both)
 3. da auth whoami
 4. skills (ask user first)
 5. confirm

uv accepts HTTPS URLs that end in .whl and installs them directly, so
the tmpfile dance is unnecessary. import-token --server already persists
the server to config.yaml, so no separate printf > config.yaml step.

* fix(tests): update admin users heading assertion after template rename

The admin_users.html template now uses <h2 class="users-title">Users</h2>
instead of <h2>User management</h2>. Update the assertion to match.

* feat(ui): unify header across remaining 7 standalone pages

These 7 pages render their own full <html> and don't extend base.html,
so the previous unification commit only covered base + dashboard. Each
had its own ad-hoc <header> markup with inconsistent classes
(.top-header / .header / .page-header), inconsistent nav-link sets,
and inconsistent avatar/email styling.

Replace each inline <header>...</header> block with the shared
{% include '_app_header.html' %} so /activity-center, /admin/permissions,
/admin/tables, /catalog, /corporate-memory, /corporate-memory/admin,
and /install all show the same chrome (Dashboard / Install CLI /
Profile / Users / email + avatar / Logout) with the active page
highlighted via request.url.path.

Old inline header CSS (.header, .top-header, .page-header, .nav-link,
etc.) is left in place as harmless dead code; it can be cleaned up in
a follow-up sweep.

* feat(web): add readable preview of Claude setup payload on dashboard + /install

Move the line-by-line setup instructions into app/web/setup_instructions.py
as the single source of truth, then render them in two modes from the
existing _claude_setup_instructions.jinja partial:

- preview_mode=True  → visible, read-only <pre><code> block with the real
  server URL and a clearly-styled placeholder token (never a real one).
- preview_mode=False → the JS SETUP_INSTRUCTIONS_TEMPLATE used by the
  one-click flow (unchanged behaviour).

Both /dashboard (env-setup-cta card) and /install (Step 1 card) now show
the preview directly under the 'Setup a new Claude Code' button so users
can see exactly what will land in their clipboard before they click.

* feat(web): update setup instructions — `da diagnose` step, explicit section titles

Rework the Claude Code setup payload to:

- Give every numbered step an unambiguous verb header ("1) Install the CLI",
  "2) Log in", "3) Verify the login", "4) Run diagnostics", "5) Skills (ask
  the user first)", "6) Confirm").
- Add step 4 `da diagnose` as the post-login health check. The CLI already
  ships this command (cli/commands/diagnose.py); it prints "Overall:
  healthy" and a list of green checks that map cleanly to next actions.
- Ask the skills copy-vs-on-demand question verbatim so Claude Code always
  prompts the user the same way.
- Replace the terse "Confirm" line with a 4-bullet summary (version,
  whoami, skills choice, diagnose status) so the return message is
  structured and comparable across setups.

* chore(web): remove stale MCP card from /install (no MCP server today)

The 'Use with Claude Code / MCP' card (Step 3 on /install) referenced an
MCP integration Agnes does not ship. Remove the whole card. The one-click
'Setup a new Claude Code' flow in Step 1 already covers the long-lived
client use case and is less confusing than dangling persistence tips for
a non-existent integration.

* feat(api): include user_email + last_used_ip + user_id in admin tokens list response

Adds AdminTokenItem response model (superset of TokenListItem) and
AccessTokenRepository.list_all_with_user() joining personal_access_tokens
with users to denormalize user_email. Needed for /admin/tokens UI where
admins triage tokens across all users.

* feat(web): /admin/tokens page — list, filter, search, revoke across all users

Adds a new admin-only page with client-side filtering (status, user email,
last-used window), column sorting, counts bar (active/revoked/expired),
and an inline revoke action. Mirrors the /admin/users visual language.

* feat(web): add Tokens nav link for admins + deep-link from admin/users row

Admin-only nav entry to /admin/tokens, and a per-row Tokens button on
/admin/users that prefills the token page's user filter via ?user=<email>.

* test(admin): cover /admin/tokens rendering, filter state, non-admin denial, revoke

Verifies admin can render the page (title + JS hooks present), a non-admin
is blocked, unauthenticated users are redirected, the admin list response
includes user_email / user_id / last_used_ip, and admin can revoke another
user's token.

* feat(web): modern redesign of /admin/tokens — hero, stat strip, refined table, responsive cards, a11y

* feat(web): ditch the table — /admin/tokens as a card stack, modern GitHub-style list

Replaces the table-based layout with a stack of self-contained token cards
inside a <ul role=list>. Each card is a flex row: avatar + name/meta on the
left, last-used block in the middle, status pill + outlined 'Revoke' button
on the right. Status and sort controls are pill-shaped toggle chips; user
email search has an inline search icon. No <table>/<tr>/<th>/<td> anywhere.
Responsive below 720px (card stacks vertically) and 480px (stat chips 2x2).
Preserves filter IDs (flt-status, flt-user, flt-last-used) and data-revoke
for existing tests.

* feat(web): add /tokens (role-aware) — single page for both user PAT CRUD and admin overview

- Rename admin_tokens.html -> tokens.html with a new is_admin context flag.
- New route GET /tokens: renders the same card-stack UI for everyone.
  * Admins: loads /auth/admin/tokens, shows owner column + stat strip, keeps
    the owner-email search box and sort-by-owner chip.
  * Non-admins: loads /auth/tokens (own tokens only), hides owner column +
    stat chips, adds a 'New token' CTA in the hero that opens a modal
    (name + expires_in_days) calling POST /auth/tokens. The raw token is
    revealed once in a dismissable banner and cleared from the DOM on Hide.
- GET /admin/tokens now 302-redirects to /tokens, preserving query string
  (so the /admin/users deep-link ?user=foo still works).

* feat(web): /tokens full-bleed layout to match dashboard width

The hero, toolbar, and card list used to sit inside base.html's .container
(max-width 800px). Break out with negative horizontal margins so the page
spans the viewport like /dashboard does, capped at 1440px for readability
on very wide screens with a 24px gutter on each side.

- No change to base.html itself. The override is scoped to .tokens-page.
- body { overflow-x: hidden; } guards against rare horizontal scrollbars.
- < 808px viewport: reset to natural flow (mobile already narrower).
- ≥ 1488px viewport: cap to 1440px and re-center.

* chore(web): remove /profile template + nav link (redirect /profile -> /tokens)

The old /profile PAT CRUD page is now redundant — the modern /tokens page
covers both user and admin flows. Delete the template; the router's
/profile handler already 302-redirects to /tokens.

Nav cleanup:
- Remove the 'Profile' link.
- Show a single 'Tokens' link to every signed-in user (previously only
  admins saw it).
- Active-state matches /tokens, /admin/tokens, and /profile so the
  highlight survives the redirect chain.

/install CTA now points at /tokens instead of /profile.

* test: cover /tokens for admin + non-admin flows, /profile redirect, nav update

tests/test_admin_tokens_ui.py
- Point admin rendering test at /tokens directly and tighten assertions
  (admin-only stat strip + owner search, non-admin CTA absent).
- Add test_non_admin_can_render_tokens_page: personal body, New-token CTA,
  create-modal, reveal banner; stat strip + owner search absent.
- Add test_admin_tokens_redirects_to_tokens: 302 to /tokens, query string
  (?user=...) preserved for the /admin/users deep-link.
- Add test_profile_redirects_to_tokens: 302 to /tokens.
- Add test_non_admin_can_create_pat_via_tokens_page_api: exercises the
  POST /auth/tokens call that the non-admin create-modal submits.

tests/test_pat.py
- test_profile_page_renders -> test_profile_page_redirects_to_tokens:
  assert the 302 + that /tokens lands on the unified non-admin body.

tests/test_web_ui.py
- admin_users nav assertion: 'Tokens' link present, 'Profile' link absent.
- Add test_nav_shows_tokens_link_for_non_admin: non-admins see the same
  'Tokens' link (previously only admins did).
- Add test_profile_redirects_to_tokens back-compat check.

* feat(web): collapse 'What Claude Code will receive' by default

The preview block on /dashboard and /install now uses <details>/<summary>
so it is hidden by default. Click the chevron/title to expand and review
the clipboard payload. Markup stays in the DOM so existing tests that
assert on content continue to pass.

* fix(web): /tokens width — override .container to 1280px like dashboard

The negative-margin full-bleed trick was fragile and pushed content past
the right edge on deployed viewports. Replace with a simple max-width
override of base.html's .container on this page only, matching
/dashboard's 1280px center-column layout.

* feat(web): split role-aware /tokens into my_tokens.html + admin_tokens.html

* feat(web): router — separate handlers for /tokens (own) and /admin/tokens (all)

* feat(web): nav — show Tokens for all, add All tokens for admins

* test: cover split token pages (own vs all) + admin access gating

* feat(web): move 'My tokens' into a user dropdown menu

Replaces the separate Tokens/email/Logout nav trio with a rounded
avatar trigger that opens a dropdown containing the user's email,
role, a 'My tokens' link, and Logout. Admin-only 'All tokens' stays
as a top-level nav item since it's an admin function, not a personal
one. Click-outside and Escape close the panel; chevron rotates on
open.

* fix(api): allow PATs to list/get/revoke their own tokens (CLI flow)

The documented 'da auth token list/revoke' CLI flow in
docs/HEADLESS_USAGE.md uses a PAT, but the previous dependency
(require_session_token) returned 403. Only create_token must be
session-only to prevent PAT-spawning-PAT chains; listing and
revoking your own tokens is safe with a PAT.

* fix(api): cap expires_in_days at 3650 to avoid datetime overflow (500 to 400)

Values above ~11 million days overflowed datetime.max in
datetime.now(utc) + timedelta(days=...) and surfaced as an
unhandled OverflowError → 500. Cap at 10 years with a clear
400 instead; the no-expiry code path is unaffected.

* fix(api): relax _SAFE_URL_RE to allow path prefixes, underscores, and IPv6

The previous regex rejected legitimate reverse-proxy base_url values
(https://host/agnes/), underscores in Docker Compose hostnames, and
IPv6 literals (http://[::1]:8000). Widen the charset and allow an
optional trailing path. shlex.quote continues to provide
defense-in-depth against any metacharacter that slips through.

* fix(web): /login/email and Google OAuth propagate next_path

Previously, /login/email silently dropped the ?next=<path> query
param so the hidden form field rendered empty and login always
landed on /dashboard. Google's button was hard-coded to
/auth/google/login, ignoring next entirely.

- /login page now appends ?next to the Google button URL
- /login/email reads + sanitizes next, passes as template context
- google_login stashes sanitized next_path in session['login_next']
- google_callback pops + re-sanitizes and redirects there

Sanitization factored into app/auth/_common.safe_next_path.

* fix(auth): differentiate argon2 VerifyMismatchError from internal errors in web login

The previous except (VerifyMismatchError, Exception) collapsed both
cases into the generic 'invalid credentials' redirect, silently
hiding corrupted-hash / library errors from ops. Split the two:
bad password still gets ?error=invalid; anything else logs via
logger.exception and redirects with ?err=auth_internal so ops have
a visible signal and users don't retry forever against a broken
password_hash column.

* docs: correct CLAUDE.md table name (personal_access_tokens)

v7 note referenced 'access_tokens.last_used_ip' but the real table
is personal_access_tokens (as mentioned two tokens earlier in the
same bullet). Same-file consistency fix.

* chore(web): clarify admin user-reset UI — encourage Set password over the unused reset_token

POST /api/users/{id}/reset-password stores and returns a token
but no endpoint consumes it — the magic-link sender would log the
user in without prompting for a new password, defeating the reset.
- Drop the 'Reset' row action from admin_users so admins aren't
  pointed at a dead end.
- Rewrite the reveal-modal copy to tell admins to use Set password
  and explicitly note that the magic-link flow isn't available
  for reset tokens in this build.
The API endpoint stays for API-level future use.

* test: cover PAT CLI flow, expires_in_days overflow, proxy base_url, next propagation

- tests/test_pat.py: PAT can list own tokens (200, was 403);
  PAT can revoke own tokens (204); create_token returns 400 for
  expires_in_days > 3650 (was 500 via datetime overflow).
- tests/test_cli_artifacts.py: _SAFE_URL_RE accepts reverse-proxy
  path prefixes, underscores, and IPv6 literals; end-to-end check
  of cli_install_script with a stubbed base_url that includes
  a path prefix (Agnes behind /agnes/).
- tests/test_web_ui.py: /login propagates ?next to the Google
  button URL; /login/email renders next in the hidden form field
  and strips hostile values; unit coverage of safe_next_path.

* fix(security): use \Z instead of $ in URL/version allowlists (trailing-\n bypass)

Python regex `$` also matches just before a trailing newline, so a Host
header or AGNES_VERSION value like "good.example.com\n$(rm -rf /)"
would slip past the allowlist. `\Z` anchors to strict end-of-string.

shlex.quote downstream remains as defense-in-depth, but the allowlist
is now the tight gate it claims to be.

* fix(auth): PAT with null expiry omits JWT exp claim (DB is the source of truth)

Previously a PAT created with `expires_in_days=null` (user-requested
"never expires") set the DB `expires_at` to NULL (correct) but still
baked a ~100y `exp` claim into the JWT. That is misleading: the PAT
silently did expire eventually, despite the UI and API promising
"no expiry".

`create_access_token` now accepts `omit_exp=True` to skip the `exp`
claim entirely. `app/api/tokens.py` passes that when `expires_in_days
is None`. The authoritative expiry check lives in
`app/auth/dependencies.py`, which reads `expires_at` from the DB row —
unchanged. PyJWT accepts claim-less JWTs indefinitely.

* test: cover trailing-newline regex bypass + no-exp JWT for unbounded PAT

- test_safe_url_re_rejects_trailing_newline_bypass: asserts both
  `_SAFE_URL_RE` and `_SAFE_VERSION_RE` reject values with a trailing
  `\n` (previously accepted because Python `$` matches before `\n`).
- test_pat_null_expiry_jwt_has_no_exp_claim: POST /auth/tokens with
  `expires_in_days=null`, decode the returned JWT, assert `exp` is
  absent while `typ=pat`, `sub`, and `jti` are still present.
- test_pat_with_null_expiry_is_accepted_by_verify_token: verify_token
  round-trips a claim-less JWT without ExpiredSignatureError.
- test_pat_null_expiry_end_to_end_allows_authenticated_request: use
  the null-expiry PAT against /auth/tokens and confirm it authenticates.

* docs(auth): document X-Forwarded-For trust model in _client_ip

Deployment runs behind Caddy which strips incoming X-Forwarded-For
and sets its own, so the leftmost hop is trustworthy. Clarify that
the stored last_used_ip is audit-only and never used for access
control — if the app is ever exposed directly, this value becomes
client-settable.

* docs: /profile → /tokens in install.sh next-steps, CLI error, HEADLESS_USAGE, security skill

After splitting PAT management to /tokens (with /profile as a back-compat
302), stale references remained in user-facing text. Update them to the
canonical /tokens URL so shell scripts, CLI error hints, docs, and the
bundled security skill are all consistent.
2026-04-22 14:24:28 +02:00
ZdenekSrotyr
e2eb51f657
ci(release): build image for all branches, not just feature/** (#19)
* dryrun: intentional failing test (will be reverted)

* feat(auth): optional SEED_ADMIN_PASSWORD to pre-hash seed admin (dev helper)

Terraform gains enable_seed_password + seed_admin_password (sensitive) vars
on the customer-instance module; when enabled the password is piped via
startup-script into /opt/agnes/.env as SEED_ADMIN_PASSWORD. On first boot
app/main.py argon2-hashes it onto the seed user so the admin can log in
immediately without going through /auth/bootstrap. Never overwrites an
existing password_hash — safe against accidental reset on terraform apply.

* ci(release): build :dev-<slug> on any branch, not just feature/**

Before: only 'feature/**' branches triggered release.yml, so pushing
'zs/my-edit' or 'fix/bug' did not publish an image. dev_instances entry
pinning image_tag = 'dev-zs-my-edit' then crashed VM startup with
'image not found'.

Now: any branch push (except main, which produces :stable) publishes
:dev-<slug>. Slug strips a leading 'feature/' and replaces non-[a-z0-9-]
with '-', keeping existing feature/** behavior identical.

* Revert "dryrun: intentional failing test (will be reverted)"

This reverts commit cf9cc06a7884bb401ff29fc5cb6d8baf84dc3daa.
2026-04-21 21:33:57 +02:00
ZdenekSrotyr
ed43feb4e6 feat: add POST /api/query/hybrid endpoint for two-phase BQ+DuckDB queries 2026-04-11 11:09:42 +02:00
ZdenekSrotyr
d0cdfcf8c1 feat: add column metadata API with Keboola push support 2026-04-10 19:44:03 +02:00
ZdenekSrotyr
5cf0df77fc feat: add Metrics API endpoints (GET/POST/DELETE) with admin auth
- New app/api/metrics.py: GET /api/metrics, GET /api/metrics/{id:path},
  POST /api/admin/metrics (201), DELETE /api/admin/metrics/{id:path}
- Add require_admin dependency to app/auth/dependencies.py
- Register metrics_router in app/main.py before web_router
- Deprecate GET /api/catalog/metrics/{path} with 301 redirect to new endpoint
- 7 new tests in TestMetricsAPI covering CRUD, 404, RBAC, category filter
2026-04-10 19:32:13 +02:00