Issue #160: da query --remote against query_mode='remote' BQ rows whose
underlying entity is a VIEW or MATERIALIZED_VIEW returned a DuckDB catalog
error because the extractor (with legacy_wrap_views=False default since
the v2 fetch primitives release) skipped master-view creation for those
entity types — but kept inserting the _meta row, leaving operators with a
registered name that resolves to nothing.
Always create a master view for entity types we have proven runtime support
for in this codebase:
BASE TABLE → bq."<dataset>"."<source_table>"
(Storage Read API path; predicate pushdown)
VIEW / MAT_VIEW → bigquery_query('<project>', 'SELECT * FROM `proj.ds.tbl`')
(jobs API path; no pushdown — the upcoming /api/query
cost guardrail bounds the scan; was the legacy
legacy_wrap_views=True branch SQL form, just always-on)
For other entity types (EXTERNAL, SNAPSHOT, CLONE, future), log a warning
and SKIP both the master view AND the _meta row. The registry row remains
intact so /api/v2/scan still works for `da fetch`; we just don't expose a
stale _meta entry that the orchestrator would later strand.
The legacy_wrap_views config knob is still readable in this commit (read
returns the value, which is then ignored). Removal across the rest of
the codebase happens in the follow-up REFACTOR commit.
tests/test_bigquery_extractor.py:
- Add 3 RED tests covering the new always-wrap behavior:
test_view_creates_wrap_view_with_default_config,
test_materialized_view_creates_wrap_view_with_default_config,
test_unsupported_entity_type_skips_meta_and_view.
- Fix pre-existing flakiness in test_main_exits_when_project_missing
by resetting app.instance_config cache before the no-project mock —
the prior test populates the cache with a project, and removing the
legacy_wrap_views get_value() call surfaced this latent ordering bug.
Spec for the upcoming fix: when query_mode='remote' BigQuery rows have a
VIEW or MATERIALIZED_VIEW entity, da query --remote currently fails with
DuckDB catalog error because the extractor (with legacy_wrap_views=False
default) skips master view creation for those entity types.
Plan:
- always create master view (Storage Read API for BASE TABLE; jobs API
via bigquery_query() for VIEW/MATERIALIZED_VIEW); remove the
legacy_wrap_views config knob entirely
- add server-side cost guardrail on /api/query (5 GiB default cap,
per-user daily-byte + concurrent-slot quota shared with /api/v2/scan)
- close pre-existing RBAC hole on direct bq."ds"."tbl" references
(registry-gated; admin must register first)
- add bigquery_query() to SQL blocklist (closes function-call backdoor)
- shared CLI structured-error renderer (cli/error_render.py) so typed
BqAccessError details render readably instead of raw JSON dumps
- /admin/server-config: BQ "Test connection" button + placeholder for
billing_project showing the resolved fallback to data project
TDD plan in 6 phases / 11 commits — see spec section 6.
- _list_tables now accepts a user param and delegates to
get_accessible_tables: admins see all, non-admins see only tables
covered by their resource_grants. Fixes silent leak of table names
to unauthorised analysts.
- today derived from now.date() (UTC) instead of date.today()
(server-local TZ), so today and now are always consistent.
- Updated test_render_override_tables_list to seed an admin user so
RBAC filtering doesn't hide the table; added three new tests covering
per-user table isolation, admin sees-all, and no-grants-empty.
- CHANGELOG.md: add Agent Workspace Prompt bullets under [Unreleased]; remove
stale BREAKING (CLI) and BREAKING (API) bullets about CLAUDE.md removal and
GET /api/welcome deletion — both behaviors are restored in this PR; replace
with a neutral Changed bullet describing da analyst setup writing CLAUDE.md
- docs/agent-workspace-prompt.md: operator reference for the feature (when
written, editing via UI/API, template language, full placeholder table,
Jinja2 examples, reset to default)
Finding #1: _build_context now routes through render_agent_prompt_banner when
a DB connection is available, so both /setup and the /dashboard clipboard CTA
always reflect the admin override (or the live default when no override is set).
Previously _build_context unconditionally used resolve_lines(), ignoring the
welcome_template override for the dashboard JS array.
Finding #2: PUT /api/admin/welcome-template now performs a second render pass
with user=None (anonymous stub) after the authenticated-user pass. Templates
that reference user.* fields without an {% if user %} guard are rejected with
a clear 400 error explaining the anon-visitor breakage.
- Fix#1: _detect_existing_project now checks .claude/settings.json for
"da sync" marker instead of deleted CLAUDE.md; update tests accordingly.
- Fix#2: preview endpoint uses autoescape=False to match /setup rendering;
align render_agent_prompt_banner in welcome_template.py to the same.
- Fix#3: apply _sanitize_banner_html to override render path in setup_page
so all render paths sanitize consistently.
- Fix#4: move .setup-link-banner into the existing-user branch where
account_details.last_sync_display is reachable; remove dead copy from
new-user branch.
The /admin/agent-prompt editor now pre-fills with the full bash bootstrap
script from setup_instructions.resolve_lines() instead of being empty.
When an admin saves an override it replaces the default everywhere — the
/setup page display and the dashboard clipboard CTA — rather than adding a
banner above the auto-generated commands.
GET /api/admin/welcome-template now returns a `default` field with the live
computed script so the editor always shows meaningful starting content.
{server_url} and {token} single-brace placeholders survive Jinja2 rendering
and are substituted by JavaScript at clipboard-copy time as before.
Preview pane switches to textContent (not innerHTML) since content is bash.
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
