Update [Unreleased] to reflect the actual shipped behavior:
- banner on /setup replaces CLAUDE.md generation
- BREAKING: da analyst setup no longer writes CLAUDE.md
- BREAKING: GET /api/welcome removed
- schema v21/v22 notes corrected
- drop sync_interval bullet (not part of this feature set)
- admin_welcome.html: update subtitle, description, placeholder cheatsheet
(drop tables/metrics/marketplaces/sync_interval; add user-null note and
security note). Textarea initial value is now empty (no default template
to show). Preview pane uses innerHTML (HTML output). refreshStatus sets
editor to empty when no override. Preview pane styled as light surface.
Reset modal copy updated (no banner shown, not "OSS-shipped template").
- config/claude_md_template.txt: deleted (markdown template is gone;
default is now no banner).
- docs/agent-setup-prompt.md: rewritten for variant C — describes the
/setup banner, smaller placeholder table, security/sanitization notes,
anonymous-user guard, example HTML snippet.
- src/welcome_template.py: rewrite as HTML banner renderer
(render_agent_prompt_banner); drop _list_tables, _metrics_summary,
_marketplaces_for_user, render_welcome, _load_default_template.
build_context now exposes only instance/server/user/now/today.
_sanitize_banner_html strips script/iframe/on*/javascript: post-render.
- app/api/welcome.py: drop get_welcome handler, WelcomeResponse, old
_VALIDATION_STUB_CONTEXT. Admin endpoints stay at same URLs; validation
stub updated to match new slim context. Preview now uses autoescape=True.
- app/web/router.py: setup_page calls render_agent_prompt_banner and passes
banner_html to install.html; admin_agent_prompt_page drops _load_default_template.
- app/web/templates/install.html: add .setup-banner CSS + banner block above hero.
- cli/commands/analyst.py: replace _generate_claude_md with _init_claude_workspace;
no CLAUDE.md written, only .claude/CLAUDE.local.md placeholder + settings.json hooks.
- tests: delete test_cli_analyst_welcome.py (tests deleted endpoint/function);
rewrite TestGenerateClaudeMd → TestInitClaudeWorkspace; update api test to
assert /api/welcome returns 404 and remove welcome-fetch tests.
Rename the welcome prompt editor from /admin/welcome to /admin/agent-prompt
and update all UI labels to "Agent Setup Prompt". API endpoint URLs are
unchanged (PUT/GET/DELETE /api/admin/welcome-template, GET /api/welcome).
- Nav menu: "Welcome prompt" → "Agent Setup Prompt", href updated
- Page title and h2 updated in admin_welcome.html
- Error message hint in app/api/welcome.py updated to /admin/agent-prompt
- Dashboard: replace inline <details> preview of _claude_setup_instructions
with a simple link to /setup (Task C)
- docs/welcome-template.md renamed to docs/agent-setup-prompt.md; internal
references to /admin/welcome updated
- OpenAPI snapshot path updated
- Tests updated to reflect new route and removed inline preview
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.
- test_render_marketplaces_filtered_by_rbac: seeds 2 marketplaces, 2 groups,
grants, 2 users; asserts each user's rendered output references only their
group's marketplace/plugins, not the other's (I-3).
- test_validation_stub_matches_build_context_shape in test_welcome_template_api.py:
asserts _VALIDATION_STUB_CONTEXT top-level and nested keys (instance, server,
user) match build_context() output so stub drift is caught in CI (I-4).
- test_validation_stub_matches_build_context_shape in test_setup_banner_api.py:
same shape check against build_setup_banner_context() (I-4).
- Add _sanitize_banner_html() to src/setup_banner.py: strips <script>/
<iframe> blocks, on* event-handler attributes, and javascript:/data:
URI schemes post-render (I-2). Defense-in-depth — /setup is partly
anonymous so malformed admin content must not execute in visitors'
browsers.
- Apply sanitizer in render_setup_banner() before returning rendered HTML.
- Add 3 unit tests: test_render_strips_script_tags,
test_render_strips_event_handlers, test_render_strips_javascript_uri.
- Drop unused Optional import from src/repositories/welcome_template.py
and src/repositories/setup_banner.py (M-6).
- Add integrity= + crossorigin= to all 4 cdnjs tags in admin_welcome.html
and admin_setup_banner.html (I-1)
- Add graceful CDN fallback: when CodeMirror is undefined (SRI mismatch or
CDN down), degrade to styled plain textarea with polyfill editor interface
so save/reset/preview still work (I-1)
- Replace fixed 480px editor height with calc(100vh - 320px) for
viewport-relative sizing; add min-height: 480px to .welcome-editor-col (M-8)
- Change /install redirect from 301 to 302 to prevent indefinite browser
caching (I-5)
- Sanitize Jinja2 error detail in /api/welcome 500 response: log full error
server-side, return generic detail pointing at /admin/welcome (M-7)
- Hoist build_context import to module level in app/api/welcome.py (M-11)
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.
- Add GET /setup serving install.html (CLI + Claude Code setup page)
- Add GET /install → 301 redirect to /setup for backwards compat
- Move first-time setup wizard from /setup to /first-time-setup
- Update nav link: href=/setup, label 'Setup local agent', active on both /setup and /install paths
- Update page <title> to 'Setup local agent — …'
- Update /dashboard and /setup comment in _claude_setup_instructions.jinja
- Update tests and OpenAPI snapshot accordingly
Per Devin review on #166: /api/health returns 'ok' or 'unhealthy';
'healthy' is the detailed endpoint's vocabulary (app/api/health.py:180).
The pre-existing OR-tuple was dead code and inconsistent with the rest
of this PR's alignment work.
`/api/health` is the auth-free LB probe — returns `status` + `db_schema`
only. `version` lives in `/api/version` and the richer
`services.duckdb_state` lives in `/api/health/detailed` (auth-gated).
The two e2e asserts had drifted and broke nightly on main.
* 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)
- Source-mode table: 'Materialized SQL' row now lists both BigQuery AND
Keboola (Keboola gained materialized parity in 0.30.0).
- Two-paragraph operator/analyst overview: admin path through
/admin/tables tabs + RBAC deep-link; analyst path through
da analyst setup hooks.
Detail in CHANGELOG.md [0.30.0] and the GitHub Release prose.
CI on dc03837a showed test_missing_project_returns_error failing with
'ok-project' instead of '' — config-cache leak from the sibling
test_returns_skipped_when_no_bq_rows that ran first under pytest-xdist.
Pre-existing flake (cache lives in app.instance_config; monkeypatch
restores the loader patch but doesn't invalidate the cached return).
Earlier CI runs (a4339ce6) got lucky on test ordering. Adding an
explicit reset_cache() at the top of the test removes the dependency
on ordering.
E2E sub-agent finding: `da query --remote "SELECT * FROM <id>"` against a
materialized table that hasn't yet been rebuilt in the server's
analytics.duckdb returns a confusing DuckDB "Table does not exist"
message even though the table is in the registry. Materialized rows
produce parquets at `${DATA_DIR}/extracts/<source>/data/<id>.parquet`,
but the orchestrator's master-view creation is `_meta`-driven — fresh
instances or pre-tick states have the registry row without a
corresponding view, so analysts hit the bare "does not exist" with no
path forward.
Improve the error rendering in `app/api/query.py:execute_query`. When
DuckDB raises a "table does not exist" error, scan the registry for any
`query_mode='materialized'` row whose id or name appears in the failed
SQL. On a hit, return a 400 whose detail names the table, explains the
materialize state, and offers two concrete next steps:
1. Run `da sync` (or wait for the scheduler tick / hit
POST /api/sync/trigger) to materialize the parquet, OR
2. Query the source directly via the catalog alias when the registry row
carries bucket+source_table (e.g. `bq."dataset"."table"` for BigQuery,
`kbc."bucket"."table"` for Keboola).
Detection is bounded — the registry round-trip only fires when DuckDB's
error mentions a missing table, so happy-path queries pay no cost.
Non-materialized unknowns fall through to DuckDB's raw error.
2 new tests: materialized id surfaces the hint with the bucket+source_table
payload; unknown table falls back to the generic error path with no false
positive on the new hint.
The strict source_type-availability validator from the prior commit
broke ~12 existing tests that register tables on the default test
instance (where `data_source.type` resolves to 'local' since no
instance.yaml is loaded).
The intent of the validator is to catch *explicit* misconfig:
`type=bigquery` instance + `source_type=keboola` payload with no
`data_source.keboola.*` block. The bootstrap workflow — admin sets up
a fresh instance and registers a few tables before pointing at a real
source — should not be gated here.
Loosen the check: when `get_data_source_type()` returns 'local' (the
fallback when no `data_source.type` is set), skip the rejection. The
explicit mismatch case still 422s because that path resolves
`configured_primary` to a real source type.
Also adds an autouse keboola_instance fixture to test_journey_sync_query.py
which exercises Keboola registrations through the full sync→query
flow — the fixture documents the test's data-source assumption rather
than relying on the bootstrap escape hatch.
E2E sub-agent finding: instance configured with `data_source.type='bigquery'`
and no `data_source.keboola.*` block. Admin POSTs `{source_type: 'keboola'}`
to /api/admin/register-table → returns 201, row lands in the registry, but
never syncs because the scheduler has no Keboola URL/token to ATTACH
against. Operator only notices the gap when `da catalog` keeps showing
nothing.
The new `_validate_source_type_configured` helper runs immediately after
the id/view-name collision checks in `register_table`. A source_type is
considered configured when:
- it matches `get_data_source_type()` (the instance's primary), OR
- a non-empty `data_source.<source_type>` block exists in the effective
`instance.yaml` (multi-source instance), OR
- it's in `_SOURCE_TYPES_INDEPENDENT_OF_DATA_SOURCE` (Jira / local — both
get data through paths that don't involve `data_source.*`).
Returns 422 with a message that names the configured primary source and
points at `/admin/server-config` for enabling a secondary one. None /
empty source_type is still tolerated for backward compat with legacy CLI
scripts that don't set the field — the route resolves it later.
5 new tests cover: keboola-on-bq rejected, bq-on-keboola rejected,
matching source_type still works, jira allowed regardless, omitted
source_type passes through.
Existing tests that registered Keboola rows on the unconfigured default
test instance now opt into a `keboola_instance` fixture to satisfy the
new validator (tests/test_admin_bq_register.py + .keboola_materialized
+ .unregister_cleanup; the multi-source PUT test in test_admin_bq_register
adds a `keboola` block to its synthetic config).
Pre-existing test_missing_project_returns_error failure in
TestRebuildFromRegistry is unrelated (config-cache leakage from a
previous test in the same class) — confirmed pre-existing on the prior
commit via `git stash` reproduction.
E2E sub-agent finding: register a materialized BQ row → sync to materialize
the parquet at `/data/extracts/bigquery/data/<id>.parquet` → DELETE the
registry row. The DB row goes away but:
- the parquet file stays on disk forever, AND
- the sync_state row stays, so `/api/sync/manifest` keeps advertising the
dropped table to `da sync`, AND
- the orchestrator's next rebuild can resurrect a master view by picking
up the leftover parquet.
Two-part fix in `unregister_table`:
1. For materialized rows on bigquery/keboola, remove
`${DATA_DIR}/extracts/<source_type>/data/<name>.parquet` (and any stale
`<name>.parquet.tmp` from a crashed prior materialize). Filename is
keyed on `table_registry.name` to match sync_state bookkeeping.
File-removal errors are logged but don't fail the DELETE — the registry
row is already gone, and an orphan parquet won't get a master view at
next rebuild because the orchestrator's _meta-driven scan never picks
up bare parquet files.
2. Always clear `sync_state` + `sync_history` rows for the dropped table_id
so the manifest stops advertising the table — applies to all source
types and modes, not just materialized, since any synced row had a
sync_state entry.
Orchestrator-side defensive guard (Finding 2b) is a no-op in the current
implementation: `_attach_and_create_views` only creates master views from
`_meta` rows in each connector's `extract.duckdb`, so a parquet without a
matching `_meta` entry is already invisible to the rebuild. The new
test `test_orchestrator_skips_orphan_parquet_in_extracts` is kept as a
regression guard for that contract.
5 tests cover: BQ + Keboola materialized DELETE removes parquet, remote
DELETE doesn't error trying to remove a non-existent file, sync_state
cleared on DELETE, orchestrator orphan-skip invariant.
E2E testing showed admin POSTs of materialized BQ rows whose source_query
uses BigQuery-native backtick identifiers (`prj.ds.t`) silently no-op'd at
the next sync tick — the materialize path runs the SQL through the DuckDB
BQ extension's COPY which uses DuckDB's parser; backticks aren't recognized
and the query either parse-errors or matches zero rows. No parquet lands at
the canonical path and no error reaches an operator-visible surface.
Two-part fix:
1. RegisterTableRequest's _check_mode_query_coherence model_validator now
rejects any source_query containing a backtick with a 422 + actionable
message pointing at the DuckDB equivalent (bq."dataset"."table"). Same
check is applied in update_table on the merged record so PATCHes that
flip a stored source_query to backtick form are also caught. Covers BQ
AND Keboola materialized rows since both connectors funnel source_query
through DuckDB's COPY.
2. _run_materialized_pass now persists per-row failures via the new
SyncStateRepository.set_error / clear_error methods (existing
sync_state.error / status columns — no schema migration). GET
/api/admin/registry enriches each row with `last_sync_error` from a
single batched SELECT against sync_state, so the admin UI / da admin
status can show "this table failed last sync because: X" instead of
operators having to trawl scheduler logs. Recovered rows have the
error cleared automatically — update_sync's success path resets
status='ok' / error=NULL on the upsert.
The materialized-path test fixture's _materialized_payload helper is
updated to use DuckDB-flavor SQL (the prior backtick example pre-dated the
fix). 6 new tests cover register/update rejection on BQ + Keboola, the
sync_state error persistence, and the registry response surface.
Devin's second review pass on commit 16938ae7 surfaced 2 more issues:
BUG_pr-review-job-58ae3148_0001 — non-BQ materialized via PUT bypasses source_query check
app/api/admin.py update_table only enforces 'query_mode=materialized
requires source_query' for source_type='bigquery' rows (via the
synthetic RegisterTableRequest at line 2129+). Non-BQ source types
(Keboola) skip the check — admin could PUT {query_mode: materialized}
on a Keboola local row without source_query, persist successfully,
then crash at the next sync tick when kb_materialize_query received
sql=None and DuckDB rejected COPY (None) TO '...'.
Fix: generic coherence guard before the BQ-specific block — for ALL
source types, query_mode='materialized' requires non-empty source_query
in the merged record. Returns 422 with a hint about reverting via
query_mode='local'/'remote'.
ANALYSIS_pr-review-job-642ff90f_0007 — diagnose returns 'ok' on BQ resolution failure
app/api/health.py:_check_bq_billing_project caught get_bq_access()
exceptions and returned status='ok' with a 'could not resolve' detail.
Automated alerting keyed on status != 'ok' would silently miss missing
google-cloud-bigquery, auth failures, or malformed config. Fix: return
status='unknown' on resolution failure — surfaces it on operator
dashboards without promoting the overall health to 'degraded' (which
'warning' does, intentionally for the billing==project case).
Tests:
- test_update_keboola_to_materialized_without_source_query_rejected:
PUT {query_mode: materialized} on a Keboola local row returns 422
with 'source_query' in the detail
- test_diagnose_returns_unknown_status_when_bq_resolution_fails:
when get_bq_access raises, the bq_config service entry surfaces
status='unknown' (not 'ok')
Full sweep: 2507 passed, 25 skipped, 0 failed (+2 from previous sweep
because of the 2 new regression tests; 8 pre-existing internal_roles
schema-migration failures still ignored per task brief).
Devin Review on commit 7052a235 flagged 4 real bugs in the Keboola
materialized path. All four are fixed; 3 new regression tests pin the
behavior so future refactors can't quietly regress.
BUG_pr-review-job-3fbd31c9_0001 — _run_materialized_pass gated behind 'if bq_project:'
app/api/sync.py:444-466 wrapped the entire materialized pass (which
dispatches BOTH BigQuery AND Keboola rows by source_type) in a check
for data_source.bigquery.project being non-empty. On Keboola-only
instances this short-circuited and Keboola materialized rows sat in
table_registry forever without their SQL being evaluated — the feature
CHANGELOG advertised was dead code on the most common deployment shape.
Fix: always run the materialized pass; the BQ branch's per-row try/except
catches the typed BqAccessError(not_configured) the sentinel raises
when no BQ project is set, so non-BQ instances incur a per-row error
for any (hypothetical) BQ-tagged row but the Keboola path runs cleanly.
Log line renamed 'Materialized BQ' → 'Materialized SQL' to match.
BUG_pr-review-job-3fbd31c9_0004 — wrong config key 'url' instead of 'stack_url'
app/api/sync.py:149 read get_value('data_source', 'keboola', 'url'),
but the canonical config key documented in instance.yaml.example:111
and used by app/api/admin.py:1503 + 2359 is 'stack_url'. Production
Keboola instances would always see an empty URL and fail with the
'not configured' error. The pre-existing test patched the wrong key
too, so it passed without catching the mismatch. Fix: use stack_url
in both sync.py and the test fixture.
BUG_pr-review-job-3fbd31c9_0003 — no atomic write in Keboola materialize_query
connectors/keboola/extractor.py wrote COPY directly to the final
'<id>.parquet' path. A mid-COPY failure (network, disk full, extension
crash) left a partial parquet that the orchestrator rebuild would
later pick up and serve to analysts. BQ's materialize_query already
uses a '<id>.parquet.tmp' staging path + os.replace() atomic swap
(connectors/bigquery/extractor.py:370-445); Keboola now mirrors that
pattern with the same try/except cleanup on COPY failure.
BUG_pr-review-job-3fbd31c9_0002 — full file read into memory for MD5
Same file:60-62 used parquet_path.read_bytes() for the MD5 hash.
Multi-GB Keboola materialized results would OOM on memory-constrained
containers. BQ's version uses streaming 8 KiB-chunk hashing
(connectors/bigquery/extractor.py:438-442); Keboola now mirrors it.
Tests:
- test_run_sync_runs_materialized_pass_on_keboola_only_instance —
pins BUG_0001's fix; setting bigquery.project='' must NOT skip
Keboola materialized dispatch
- test_keboola_materialize_atomic_write_on_failure — pins BUG_0003;
a mid-COPY RuntimeError leaves no .parquet AND no .parquet.tmp at
the canonical path
- test_keboola_materialize_uses_tmp_path_during_copy — documents the
atomic-write contract: COPY targets .parquet.tmp, final swap to
.parquet (no .tmp suffix on the result['path'])
- existing test_run_materialized_pass_dispatches_keboola_to_keboola_extractor
fixture updated: stack_url instead of url
Full sweep: 2505 passed, 25 skipped, 0 failed (modulo 8 pre-existing
internal_roles schema-migration failures called out in the task brief).
Diagnostic + operator-facing documentation that closes the loop on the work in this PR.
`da diagnose` (via /api/health/detailed):
- New _check_bq_billing_project() helper. When data_source.type='bigquery' and BqProjects.billing == .data, surface a yellow warning: 'BigQuery billing project equals data project'. Hint includes the YAML field path + the /admin/server-config UI shortcut. Diagnose's overall status promotes warning → degraded so the CLI echoes it.
- Non-BQ instances (Keboola-only, etc.) skip the check.
- Implementation hooks into the existing /api/health/detailed surface — no new endpoint, no CLI changes.
config/instance.yaml.example documentation:
- data_source.bigquery.billing_project: USER_PROJECT_DENIED hint, /admin/server-config UI reference
- data_source.bigquery.legacy_wrap_views: analyst-side discipline note (use `da fetch` / `da query --remote`), issue #101 history, view-heavy deployment guidance
- data_source.bigquery.max_bytes_per_materialize: cost guardrail block (NEW — wasn't documented in .example before)
- ai.base_url: provider list + UI hint
- openmetadata + desktop: 'configurable via /admin/server-config UI' headers
- corporate_memory: leading note that the schema is editable via UI
Other docs:
- CHANGELOG.md: comprehensive Unreleased section
- CLAUDE.md: schema chain → v20 + Materialized SQL connector mode + per-connector tab UI mention
- README.md: mode-first source table summary
- docs/architecture.md: per-connector tab UI mention
- cli/skills/connectors.md: bootstrap rails (parallel to #154)
- docs/superpowers/plans/2026-05-01-admin-tables-form-cleanup.md: implementation plan archive (2515 lines)
- scripts/seed_dummy_tables.py: drop is_public after #150 RBAC migration (column gone)
Tests:
- test_diagnose_billing.py — 3 cases (BQ with billing==data warns, BQ with billing!=data clean, non-BQ skips)
