Commit graph

133 commits

Author SHA1 Message Date
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
ZdenekSrotyr
cc1886c97c
release: 0.47.4 — Docker collector skip + FIFO session-pipeline check (#229)
## Summary

Two minimum-viable fixes after today's 0.44.0 → 0.47.3 release train and the production 30-user launch. Devil's advocate review of a 3-PR / 7-item plan cut scope to these 2 — the rest is deferred to a separate "operate-first, instrument-second" backlog item.

### B2 — Docker session_collector log skip

`services/session_collector` was logging `Collection complete: 0 users, 0 files copied` + `WARNING: Group 'data-ops' not found, using default group` every 10 minutes in the Docker layout (where `/home/*/user/sessions/` doesn't exist). New env var `AGNES_SKIP_LEGACY_COLLECTOR=1` set by default in `docker-compose.yml` short-circuits the collector pass.

The bare-VM deployment path (where /home/* IS populated by Claude Code) leaves the env var unset and continues to scan normally — including the data-ops warning, which is load-bearing for catching missing-group mis-deploys.

### O2 — FIFO check in `_check_session_pipeline`

The existing check compares `MAX(processed_at)` to newest jsonl mtime — catches "detector hasn't run lately" but blind to "old file was skipped while newer ones were processed". New code finds the oldest FS jsonl that's NOT in `session_extraction_state.session_file` and flags if its mtime is older than `SESSION_PIPELINE_STUCK_FILE_GRACE_SECONDS` (default 4× the existing grace = 2h).

Severity intentionally starts at `info` so we can collect prod data on false-positive rate before tightening to `warning`. The aggregator already treats `info` as non-promoting (see the severity vocabulary docstring at the top of `app/api/health.py`), so the headline `status` stays at `healthy` even when this fires — the operator sees the entry in the per-check breakdown but no spurious `degraded` overall.

## Test plan

- [x] `pytest tests/test_session_collector.py` — 17 tests pass (existing 9 + new 8 covering env-set/unset, truthy variants, falsy non-skip).
- [x] `pytest tests/test_health_session_pipeline.py` — 8 tests pass (existing 4 + new 4 FIFO tests covering stuck-file, under-threshold, all-processed, env-override).
<!-- devin-review-badge-begin -->

---

<a href="https://app.devin.ai/review/keboola/agnes-the-ai-analyst/pull/229" target="_blank">
  <picture>
    <source media="(prefers-color-scheme: dark)" srcset="https://static.devin.ai/assets/gh-open-in-devin-review-dark.svg?v=1">
    <img src="https://static.devin.ai/assets/gh-open-in-devin-review-light.svg?v=1" alt="Open in Devin Review">
  </picture>
</a>
<!-- devin-review-badge-end -->
2026-05-08 09:38:21 +02:00
ZdenekSrotyr
6fe9135cb5
release: 0.47.3 — self-upgrade ignores 24h cache, always re-probes /cli/latest (#227)
## Summary

`agnes self-upgrade` without `--force` previously short-circuited on the local 24h `update_check.json` cache. After a server-side version bump within that window, the explicit command exited silently as a no-op — empirically observed today when prod 0.47.1 → 0.47.2 didn't propagate.

Fix: always invalidate the cache in `_resolve_info`. The cache still gates the implicit warning loop in the root callback (correctly — that runs on every `agnes <anything>` and can't hammer `/cli/latest`).

## Test plan

- [x] New `test_self_upgrade_bypasses_24h_cache_without_force` — stale cache claims current; mocked server reports newer; assert UpdateInfo carries the newer version, not the cached one.
- [x] Existing self-upgrade tests pass (including `--force` semantics — force is now downstream-only, behavior preserved).
2026-05-07 22:08:21 +02:00
ZdenekSrotyr
917f9aaef0
release: 0.47.2 — restore #218 + #219 fixes silently reverted by #217 (#225)
## Summary

Smoke-testing the just-shipped 0.47.1 against production exposed two regressions:

1. `agnes query --remote "SELECT FROM unit_economics WHERE bad_col=1"` returned `Table "unit_economics" must be qualified` (the OLD error) instead of `Unrecognized name: bad_col` (the #218 fix's intended behavior).
2. `agnes query "DESCRIBE unit_economics"` showed only DuckDB's misleading `Did you mean order_economics?` with no Agnes hint paragraph (the #219 fix is missing).

Root cause: PR #217's squash merge (`506a378c`) carried stale snapshots of `app/api/query.py` and `cli/commands/query.py` from before #218 and #219 merged. The rebase-and-merge auto-merged those files cleanly (no conflict markers) but the result silently reverted both fixes.

Restore the two changes verbatim. Tests for both fixes already on main and continue to pass against the restored code.

## Test plan

- [x] `pytest tests/test_api_query_guardrail.py tests/test_cli_query.py` — clean
- [x] Manual repro against prod after deploy: both flows now surface the intended diagnostic.
<!-- devin-review-badge-begin -->

---

<a href="https://app.devin.ai/review/keboola/agnes-the-ai-analyst/pull/225" target="_blank">
  <picture>
    <source media="(prefers-color-scheme: dark)" srcset="https://static.devin.ai/assets/gh-open-in-devin-review-dark.svg?v=1">
    <img src="https://static.devin.ai/assets/gh-open-in-devin-review-light.svg?v=1" alt="Open in Devin Review">
  </picture>
</a>
<!-- devin-review-badge-end -->
2026-05-07 19:57:18 +02:00
ZdenekSrotyr
506a378c3a
release: 0.47.1 — Keboola connector v27 (incremental, partitioned, where_filters, typed parquet) (#217)
## Summary

Brings the Keboola connector to feature parity with the legacy internal data-analyst's per-table sync strategies. Closes the four documented gaps from the spec branch (`zs/keboola-connector-specs`):

- **Typed parquet** in the legacy SDK extraction path — column types from Keboola Storage metadata (provider cascade `user > ai-metadata-enrichment > keboola.snowflake-transformation`) survive the CSV → parquet roundtrip; invalid date strings (`'0000-00-00'`) and invalid numeric strings (`'Non-Manager'`) become NULL while keeping the column's typed schema. Pre-fix everything was VARCHAR.
- **Incremental sync** via Storage API `changedSince` — opt-in per table; pulls only delta rows, merges into the existing parquet by `primary_key` (drop_duplicates with keep='last'). Cuts daily extraction from O(full table) to O(delta).
- **Partitioned sync** — flat per-partition layout `data/<table>/<key>.parquet` (e.g. `2026_05.parquet`), per-affected-partition merge for daily updates, chunked initial load with 1-day overlap and 2-empty-chunk stop heuristic.
- **`where_filters`** — server-side row filter with date placeholders (`{{today}}`, `{{last_3_months}}`, `{{start_of_3_months_ago}}`, etc.) resolved at sync time. Force the SDK path; reject `incremental + where_filters` combination at API layer (changedSince already filters temporally).

## Architecture

- **Schema migration v25 → v26**: 7 new columns on `table_registry`. Existing `sync_strategy` column reused (pre-v26 it was inert catalog metadata; post-v26 the extractor dispatches off it).
- **Per-table dispatcher** in `extractor.run()` routes to one of `_extract_via_extension` (full_refresh + extension), `_extract_via_legacy` (full_refresh + filters or extension fallback), `extract_incremental`, or `extract_partitioned`.
- **API conflict policy**: `incremental + where_filters` → 422; `partitioned + query_mode='remote'` → 422; `partitioned ⇒ partition_by required`.
- **Admin UI**: third "Direct extract (Storage API)" radio in the Keboola Register / Edit modals, alongside existing "Whole table (extension)" and "Custom SQL". When selected, exposes a v26 sync-strategy panel with conditional fields per strategy.

## Test plan

- [x] **Unit + module** — 134 v26 tests covering migration, repo, parquet_io, where_filters, incremental (compute_changed_since + merge_parquet + extract_incremental E2E), partitioned (key derivation + merge_partition + chunked windows + extract_partitioned E2E), extractor dispatcher, admin API validators, PUT field clearing, registry-shape → dispatcher bridge
- [x] **HTML form structure** — all v26 inputs + visibility classes + JS payload fields verified in rendered template
- [x] **Real Keboola roundtrip** — registered a small test table as `sync_strategy='incremental'` against a test Storage project, triggered two syncs:
  - Sync 1: `changedSince=None` → full pull → 9 rows typed parquet
  - Sync 2: `changedSince=last_sync - 1d window` → 9 delta rows merged with 9 existing → 9 after dedup on primary_key (PK merge confirmed)
- [x] **Browser UX** — agent-browser session against a local uvicorn: login → admin/tables → register modal → switch radios → verify field visibility per strategy → submit → edit existing row → switch to Direct/Incremental → save → confirm DB persistence
- [x] **Regression** — no regressions in the broader 3252-test suite (3 pre-v26 tests updated for the deprecation-marker removal + schema-version bump; 2 pre-existing environment-sensitive test failures unrelated to this change)

## Bugs caught + fixed during E2E

The browser + real-Keboola roundtrip exposed four bugs the unit tests missed:

1. **JS visibility race** — two competing `forEach` loops set `display=''` then `display='none'` on form elements sharing `kb-strategy-incremental kb-strategy-partitioned` classes (window_days + max_history_days are reused across strategies). Fix: single-pass selector with class-based visibility resolver.
2. **PUT cannot clear field** — pre-v26 `updates = {k: v ... if v is not None}` collapsed "omitted from body" and "sent as null" into the same case, so admin couldn't switch a partitioned row back to full_refresh and have stale `partition_by` clear. Fix: `model_dump(exclude_unset=True)`.
3. **Subprocess DB lock conflict** — `_read_last_sync` reopened `system.duckdb` while the parent server held the write lock (subprocess contract at `app/api/sync.py:_run_sync` line 260). Fix: parent injects `__last_sync__` into table_config before subprocess spawn.
4. **Wrong KBC table_id** — `extract_incremental` / `extract_partitioned` built the Storage API table_id from the registry row's slugified `id` (`circle_inc`) instead of `bucket.source_table` (`in.c-finance.circle`), producing 404s. Fix: prefer `bucket+source_table`; fall back to `id` only when bucket empty.

## Operator notes

- Existing tables stay on `full_refresh` after migration; admins opt individual tables in via `agnes admin register-table --sync-strategy ...`, the Keboola Edit modal, or `POST/PUT /api/admin/registry`.
- `merge_parquet` and `merge_partition` use `pd.concat + drop_duplicates`, loading both existing and delta into pandas RAM. For tables in the multi-million-row range this may OOM — switch to `partitioned` strategy for those (per-partition merge keeps memory bounded). Documented in `### Internal` of the changelog entry.
- Date placeholders are resolved at **sync time**, not register time — a typo'd `{{lasst_week}}` is accepted at register and surfaces only when the next sync runs. By design (rolling windows need late-binding).

## Spec source

The four corresponding plans on the `zs/keboola-connector-specs` branch under `docs/superpowers/plans/2026-05-07-0[1-4]-*.md` capture the design rationale and link back to internal repo references for each subsystem.
<!-- devin-review-badge-begin -->

---

<a href="https://app.devin.ai/review/keboola/agnes-the-ai-analyst/pull/217" target="_blank">
  <picture>
    <source media="(prefers-color-scheme: dark)" srcset="https://static.devin.ai/assets/gh-open-in-devin-review-dark.svg?v=1">
    <img src="https://static.devin.ai/assets/gh-open-in-devin-review-light.svg?v=1" alt="Open in Devin Review">
  </picture>
</a>
<!-- devin-review-badge-end -->
2026-05-07 19:01:27 +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)
<!-- devin-review-badge-begin -->

---

<a href="https://app.devin.ai/review/keboola/agnes-the-ai-analyst/pull/223" target="_blank">
  <picture>
    <source media="(prefers-color-scheme: dark)" srcset="https://static.devin.ai/assets/gh-open-in-devin-review-dark.svg?v=1">
    <img src="https://static.devin.ai/assets/gh-open-in-devin-review-light.svg?v=1" alt="Open in Devin Review">
  </picture>
</a>
<!-- devin-review-badge-end -->
2026-05-07 18:33:55 +02:00
ZdenekSrotyr
751cc25327
release: 0.46.5 — agnes describe -n parses, server sanitizes NaN (#224)
## Summary

Two bugs in `agnes describe` surfaced from a real analyst session following the CLAUDE.md agent-rails discovery workflow. Together they break `agnes describe` end-to-end for any analyst (or analyst-AI) who follows the documented form.

### A) CLI parsing

`agnes describe TABLE -n 5` failed with `Missing argument 'TABLE_ID'`. Root cause: the command was registered as a `Typer.Typer` subcommand group via `app.add_typer(describe_app, name="describe")` + `@describe_app.callback(invoke_without_command=True)`, and that pattern mis-parses positional + short-int option in some orderings. Same pattern in `cli/commands/schema.py` works only because schema has no INTEGER short option. Fix: switch to flat `@app.command("describe")`.

### B) Server NaN

`/api/v2/sample/<id>` (called by `agnes describe`) returned HTTP 500 with `ValueError: Out of range float values are not JSON compliant: nan` whenever a row contained NaN. Fix: sanitize NaN/±inf to None before JSON serialization.

## Test plan

- [x] `pytest tests/test_cli_describe*.py` — added regression tests pinning `-n` parsing on either side of the positional.
- [x] `pytest tests/test_api_v2_sample*.py` — added regression test for NaN row → JSON `null` (not 500).
<!-- devin-review-badge-begin -->

---

<a href="https://app.devin.ai/review/keboola/agnes-the-ai-analyst/pull/224" target="_blank">
  <picture>
    <source media="(prefers-color-scheme: dark)" srcset="https://static.devin.ai/assets/gh-open-in-devin-review-dark.svg?v=1">
    <img src="https://static.devin.ai/assets/gh-open-in-devin-review-light.svg?v=1" alt="Open in Devin Review">
  </picture>
</a>
<!-- devin-review-badge-end -->
2026-05-07 18:16:21 +02:00
ZdenekSrotyr
8d0bb43b06
release: 0.46.4 — detach SessionEnd push so it survives claude -p SIGTERM (#222)
## Summary

`claude -p` (headless mode) gives SessionEnd hook subprocesses ~1 second before SIGTERM, regardless of work in progress. `agnes push` for a typical workspace takes 5-30s. The current synchronous SessionEnd hook (`agnes push --quiet 2>/dev/null || true`) was therefore being killed mid-first-upload — `|| true` masks the SIGTERM as exit 0, so this regression was invisible until I traced it via a wrapper script and Claude's `~/.claude/debug/<sid>.txt` log.

Fix: wrap SessionEnd push in `bash -c "( nohup agnes push --quiet </dev/null >/dev/null 2>&1 & ) ; true"`. The subshell exits immediately, orphaning the upload child to init so it survives the hook subprocess kill. Same `bash -c` pattern as the existing `refresh-marketplace` SessionStart entry (for Windows compatibility).

End-to-end verified against production: claude exited in 5s, detached child completed the upload, file `491e3a23-...jsonl` landed on the server within 30s with mtime 14:30 UTC.

## Test plan

- [x] `pytest tests/test_lib_hooks.py` — added `test_session_end_push_is_detached` regression test asserting `nohup`, `&`, `</dev/null` are all present.
- [x] `pytest tests/test_setup_hooks_template.py` — assertions loosened from `==` to `in` where necessary.
- [x] Verified end-to-end against production with the detached wrapper before opening this PR (manual probe).
<!-- devin-review-badge-begin -->

---

<a href="https://app.devin.ai/review/keboola/agnes-the-ai-analyst/pull/222" target="_blank">
  <picture>
    <source media="(prefers-color-scheme: dark)" srcset="https://static.devin.ai/assets/gh-open-in-devin-review-dark.svg?v=1">
    <img src="https://static.devin.ai/assets/gh-open-in-devin-review-light.svg?v=1" alt="Open in Devin Review">
  </picture>
</a>
<!-- devin-review-badge-end -->
2026-05-07 17:59:27 +02:00
ZdenekSrotyr
7fc5365891
release: 0.46.3 — self-heal session pipeline + clearer diagnose (#220)
## Summary

Verified against production: `claude -p` headless mode doesn't fire SessionEnd hooks (proven via `--output-format stream-json --include-hook-events`: zero `SessionEnd` events), so any session JSONLs from `-p` invocations stay orphaned locally and never reach the server. Fix: add `agnes push --quiet` as a third SessionStart entry — symmetric self-heal alongside the existing `agnes pull` entry. Existing workspaces pick this up on their next `agnes init` via the marker-based migration already in `cli/lib/hooks.py`.

Separately: a colleague's fresh install showed `agnes diagnose` warning "uploads are not being processed", which led them to suspect their `agnes push` was broken. The warning is actually about the LLM-based `verification-detector` backlog (uploads themselves were arriving fine — confirmed by 23+3 JSONLs landed on the server while the warning was firing). Reword the warning to "verification-detector backlog" + add `last_processed` to the diagnose dict so operators don't have to grep logs to confirm.

## Test plan

- [x] `pytest tests/test_lib_hooks.py` — updated count + added `agnes push in SessionStart` assertion.
- [x] `pytest tests/test_setup_hooks_template.py` — updated.
- [x] `pytest tests/test_clean_install_integration.py` — updated.
- [x] `pytest tests/test_health_session_pipeline.py` — updated warning text + asserted `last_processed` field.
<!-- devin-review-badge-begin -->

---

<a href="https://app.devin.ai/review/keboola/agnes-the-ai-analyst/pull/220" target="_blank">
  <picture>
    <source media="(prefers-color-scheme: dark)" srcset="https://static.devin.ai/assets/gh-open-in-devin-review-dark.svg?v=1">
    <img src="https://static.devin.ai/assets/gh-open-in-devin-review-light.svg?v=1" alt="Open in Devin Review">
  </picture>
</a>
<!-- devin-review-badge-end -->
2026-05-07 17:41:22 +02:00
ZdenekSrotyr
50d10443d1
release: 0.46.2 — friendlier hint on missing-table errors for remote tables (#219)
## Summary

`agnes query "DESCRIBE unit_economics"` (where `unit_economics` is `query_mode='remote'`) previously returned DuckDB's nearest-name suggestion (`Did you mean "order_economics"`?), sending users down the wrong path. Now appends a friendly hint about remote tables.

Reproduced from a real analyst session — colleague spent ~30s diagnosing what was actually "this is a remote table, not materialized locally".

## Test plan

- [x] New test: `_query_local("DESCRIBE unit_economics", ...)` against an empty local DuckDB triggers the new hint, original DuckDB error still echoed.
- [x] Negative test: a syntax-error query does NOT trigger the hint (regex only matches "Table with name X does not exist").
- [x] `pytest tests/test_cli_query*.py` clean.
<!-- devin-review-badge-begin -->

---

<a href="https://app.devin.ai/review/keboola/agnes-the-ai-analyst/pull/219" target="_blank">
  <picture>
    <source media="(prefers-color-scheme: dark)" srcset="https://static.devin.ai/assets/gh-open-in-devin-review-dark.svg?v=1">
    <img src="https://static.devin.ai/assets/gh-open-in-devin-review-light.svg?v=1" alt="Open in Devin Review">
  </picture>
</a>
<!-- devin-review-badge-end -->
2026-05-07 17:24:10 +02:00
ZdenekSrotyr
378ee40459
release: 0.46.1 — surface real BQ error from remote_estimate_failed retry (#218)
## Summary

When `agnes query --remote` references a column that doesn't exist on the FROM table, users were seeing `Table "<id>" must be qualified with a dataset` instead of the actually-useful `Unrecognized name: <column>` from BigQuery. Surface the first-attempt diagnostic now; keep the second-attempt context as `underlying_original`.

Reproduced against production:
```
$ agnes query --remote "SELECT COUNT(*) FROM unit_economics WHERE authorize_date = DATE '2025-05-06'"
Error: remote_estimate_failed (HTTP 400)
  message: Could not estimate scan size for this query.
  underlying: 400 ... Table "unit_economics" must be qualified with a dataset.
```

(`unit_economics` has `authorize_timestamp`, not `authorize_date`.)

## Test plan

- [x] New `test_remote_estimate_failed_surfaces_first_error_when_attempts_differ` asserts the first-attempt message wins, second-attempt is preserved as `underlying_original`, hint points to `agnes schema`.
- [x] Existing `test_guardrail_returns_400_remote_estimate_failed_on_double_parse_error` still passes (both attempts mocked to identical error).
- [x] `pytest tests/test_api_query_guardrail.py` clean.
<!-- devin-review-badge-begin -->

---

<a href="https://app.devin.ai/review/keboola/agnes-the-ai-analyst/pull/218" target="_blank">
  <picture>
    <source media="(prefers-color-scheme: dark)" srcset="https://static.devin.ai/assets/gh-open-in-devin-review-dark.svg?v=1">
    <img src="https://static.devin.ai/assets/gh-open-in-devin-review-light.svg?v=1" alt="Open in Devin Review">
  </picture>
</a>
<!-- devin-review-badge-end -->
2026-05-07 16:54:45 +02:00
ZdenekSrotyr
f1561a67d8
release: 0.46.0 — Keboola cutover bundle (#216)
Cuts the [Unreleased] section into [0.46.0] in CHANGELOG.md and
bumps pyproject.toml. The user-visible content was already on main
via PR #190 (commit 28430ced); this is the release-cut commit that
should have been the last commit on that PR — splitting it out so
the operator-facing release artifact (tag + GitHub Release) lines up
with what's already deployed at :stable.
2026-05-07 12:39:36 +02:00
ZdenekSrotyr
28430ced09
Keboola cutover: native parquet path + sync correctness + auto-discover protection (#190)
* fix: cutover regressions + parallel Keboola legacy fallback

Bundled fixes from a fresh-deploy run on a Keboola Storage backend with
the block-shared-snowflake-access feature flag — DuckDB Keboola
extension's per-table scan can't access bucket schemas, so the legacy
kbcstorage Storage-API client is the only working path.

CUTOVER REGRESSIONS

- agnes pull hash mismatch on every Keboola local-mode table —
  src/orchestrator.py:_update_sync_state stored md5(mtime+size)[:12]
  while the CLI compares against full 32-char content MD5. Now stores
  the same content MD5 the materialized SQL path already used.

- Trailing-slash sanitization in connectors/keboola/access.py and
  extractor.py — DuckDB Keboola extension's ATTACH fails when the URL
  ends in / (canonical form).

- src/profiler.py:TableInfo.description becomes optional — two call
  sites instantiated without it, crashing the profiler pass.

- scripts/ops/agnes-auto-upgrade.sh: chown on UID change — older images
  ran as root, current runs as agnes (uid 999). Reads target uid:gid
  from /etc/passwd inside the new image and chowns ${STATE_DIR},
  /data/extracts, /data/analytics when the digest moves.

- POST /api/sync/trigger is now singleton per process — two
  near-simultaneous trigger calls each forked an extractor subprocess,
  fought for extract.duckdb's file lock, starved uvicorn, flipped the
  container to unhealthy. Trigger now returns 409
  (sync_already_in_progress) when held; _run_sync acquires non-blocking.

PARALLEL LEGACY FALLBACK

- Process pool fan-out for the _extract_via_legacy queue (default 8
  workers, override via AGNES_KEBOOLA_PARALLELISM). Process pool, not
  thread pool, because connectors/keboola/client.py:export_table does
  os.chdir(temp_dir) — process-global, so threads raced and slice files
  landed in the wrong directory ("[Errno 2] No such file or directory:
  '<job_id>.csv_X_Y_Z.csv'").

- Extractor subprocess timeout 1800s -> 3600s (configurable via
  AGNES_EXTRACTOR_TIMEOUT_SEC). 28+ tables × multi-minute Keboola export
  jobs need the headroom on telemetry-class projects.

- Process group cleanup on timeout — Popen(start_new_session=True) puts
  the extractor in its own group. On timeout the parent SIGTERMs the
  group (10s grace) then SIGKILLs stragglers. Without this, the pool
  workers were reparented to PID 1 and continued holding open Keboola
  Storage export jobs. Inline extractor script also installs a SIGTERM
  -> sys.exit(143) handler so the with ProcessPoolExecutor(...) block
  __exit__ runs cleanly.

Tests: existing tests that patched subprocess.run updated to patch
subprocess.Popen with a _FakePopen stand-in (same exit-code-injection
contract). Two tests that exercised the parallel path forced
AGNES_KEBOOLA_PARALLELISM=1 to keep mocks alive (mocks don't ride into
ProcessPoolExecutor subprocesses).

Squashed onto current main (was 7 commits + multi-commit CHANGELOG +
agnes-auto-upgrade.sh conflicts; squash avoids per-commit conflict
resolution against main's flat-mount STATE_DIR refactor and 0.38.0
release cut).

* feat(keboola): Storage API direct extract path; drop extension data path

The DuckDB Keboola extension's COPY routes through Keboola QueryService,
which is unreliable on linked-bucket projects (extension v0.1.6 fixes
that case but isn't yet in the community CDN, and pre-fix any project
with the block-shared-snowflake-access feature flag couldn't see bucket
schemas at all). Move the extract path off the extension entirely and
talk to the Storage API directly via signed-URL download — works on any
project, regardless of extension state.

connectors/keboola/storage_api.py (NEW)
  Lightweight client built on requests.Session. Three endpoints:
  - POST /v2/storage/tables/{id}/export-async        (kicks off job)
  - GET  /v2/storage/jobs/{id}                        (poll until done)
  - GET  /v2/storage/files/{id}?federationToken=1     (signed URL detail)
  - GET  <signed_url>                                 (download bytes)
  Supports sliced exports (manifest + per-slice signed URLs) and gzipped
  payloads. ExportFilter dataclass mirrors the Keboola filter spec
  (whereFilters / columns / changedSince / limit) and handles JSON
  round-trip with the registry's source_query column. Token redaction
  in error messages. Bounded exponential backoff on job polling.
  No cloud-SDK dependency on the data path; thread-safe.

connectors/keboola/extractor.py
  - materialize_query() rewritten: takes bucket/source_table/source_query
    (JSON filter spec), exports via KeboolaStorageClient, converts CSV
    to parquet via DuckDB, atomic os.replace. Same return shape so
    sync.py downstream code stays uniform with the BQ branch.
  - _extract_via_legacy() also moved to Storage API direct (kept the
    name for caller compatibility with _legacy_worker / the parallel
    batch extractor). Per-call temp directories — no os.chdir, threads
    don't race.

app/api/sync.py
  _run_materialized_pass for source_type='keboola' rows now constructs a
  KeboolaStorageClient (replaces KeboolaAccess) and passes
  bucket/source_table/source_query to materialize_query. Reuses one
  client across rows for HTTP keep-alive. Sources keboola URL from env
  too (KEBOOLA_STACK_URL) when instance.yaml doesn't have stack_url
  configured.

cli/commands/admin.py
  discover-and-register defaults Keboola rows to query_mode='materialized'
  (NULL source_query = full table), matching the v26 migration's
  unification of the local/materialized split for Keboola. BigQuery and
  Jira keep their per-source defaults.

src/db.py
  Schema bump 25 → 26. Migration: UPDATE table_registry SET
  query_mode='materialized' WHERE source_type='keboola' AND
  query_mode='local'. NULL source_query on those rows means "full table
  export" — same effective behavior the local mode provided, but now
  via Storage API instead of the extension.

pyproject.toml
  kbcstorage dep stays (admin-side bucket/table list still uses the
  SDK in app/api/admin.py / connectors/keboola/client.py); only the
  data path is migrated off the SDK. Comment updated to reflect the
  new boundary.

tests
  - test_keboola_storage_api.py (NEW, 19 tests): ExportFilter parsing,
    HTTP client (token redaction, retry logic, polling), download_file
    (single, gzipped, sliced), end-to-end export_table_to_csv.
  - test_keboola_materialize.py rewritten: mocks KeboolaStorageClient
    instead of FakeAccess; same atomic-write + zero-rows + unsafe-id
    contracts.
  - test_sync_trigger_keboola_materialized.py: registry rows now carry
    bucket+source_table+JSON-shape source_query.

114+ Keboola-impacted tests green locally.

* test: schema version assertion bumped to 26 alongside the keboola query_mode migration

* fix(keboola): cutover hot-patches surfaced on agnes-dev

Five small fixes that were applied as in-container hot-patches during
agnes-dev cutover and need to be on the source-of-truth image so a fresh
upgrade does not undo them.

- app/api/sync.py: auto-discover gate considers the WHOLE registry (any
  source, any mode), not just rows where source matches and query_mode
  is local. After the v25→v26 keboola materialized migration an
  instance can have 30 materialized rows and zero local rows; the
  previous gate kept re-firing _discover_and_register_tables every
  scheduler tick, creating duplicate auto-discovered rows with the
  wrong bucket prefix every time.

- app/api/admin.py: _discover_and_register_tables reassembles the
  bucket as <stage>.<bucket-id> (e.g. in.c-finance) instead of
  dropping the stage prefix; default query_mode for keboola is now
  materialized (the v26 contract); validator allows NULL source_query
  for keboola materialized rows (full-table export via Storage API
  export-async, no SQL needed).

- cli/commands/admin.py: register-table mirrors the server validator
  (NULL source_query allowed for source_type=keboola); --bucket help
  text generalized to cover both BQ dataset and Keboola bucket id.

- connectors/keboola/extractor.py: max_line_size=64 MiB on
  read_csv_auto so embedded JSON / SQL cells (kbc_component_configuration
  in particular) do not trip the default 2 MiB ceiling.

- connectors/keboola/storage_api.py: GCP backend support — when the
  Storage API returns a manifest whose slice URLs are gs://
  references with a gcsCredentials block, rewrite to the JSON REST
  download endpoint and authenticate with the issued OAuth bearer
  token; redact tokens in any surfaced error string.

* test: align with new keboola materialized + auto-discover-gate contracts

- test_admin_keboola_materialized: rename
  test_register_keboola_materialized_rejects_missing_source_query →
  test_register_keboola_materialized_accepts_missing_source_query.
  v25→v26 introduced 'keboola materialized with NULL source_query
  means full-table export via Storage API export-async' as the
  default registration shape; the rejection case is no longer the
  contract.

- test_sync_filter: add list_all() to _StubRegistry. The auto-discover
  gate in _run_sync now keys off the WHOLE registry (not just local
  rows) so materialized-only Keboola instances do not re-trigger
  discovery on every tick.

* feat(keboola): native parquet export — skip CSV roundtrip

Storage API export-async accepts fileType={csv,parquet}. Switching the
materialized sync to parquet eliminates the CSV → DuckDB COPY → parquet
roundtrip that pinned a single uvicorn worker over 4 GiB on multi-GB
tables (read_csv with all_varchar + max_line_size=64MB has to
materialize the whole CSV in memory before COPY can stream out a
parquet). Snowflake UNLOAD on Keboola's side already produces typed,
self-contained parquet files; the extractor downloads them and renames
into place.

Two cases:

- **Single-file** export (small table): file_info.url points at one
  signed URL; download_file streams chunks straight to .parquet.tmp
  and we're done. No DuckDB.

- **Sliced** export (Snowflake UNLOAD respects MAX_FILE_SIZE — 16 MiB
  default — so anything larger arrives as N parquet slices): each
  slice is a complete parquet file with its own footer; naive concat
  would corrupt them. download_file_slices keeps the slices as
  separate files in a tempdir, then DuckDB COPY (SELECT * FROM
  read_parquet([slice0, slice1, ...])) merges them into one
  consolidated parquet. DuckDB streams row groups during this — peak
  memory bounded to one row group (~1 MiB) regardless of source size.

The legacy CSV path stays as the explicit opt-in via source_query=
'{"file_type":"csv"}' for projects whose backend can't UNLOAD
parquet (none known today; cheap escape hatch). Backward-compat alias
KeboolaStorageClient.export_table_to_csv kept.

Also fixes a latent bug in download_file's gzip detection: previous
heuristic flagged any unencrypted file as gzipped, which would have
corrupted parquet downloads at gunzip time. Name-suffix-only now.

* fix: tempdir leak cleanup, every 0m schedule, /sync/trigger body shapes

Three small self-contained fixes uncovered during agnes-dev cutover.

- connectors/keboola/extractor.py: tempfile.TemporaryDirectory now uses
  ignore_cleanup_errors=True so a worker death mid-write doesn't leave
  multi-GiB stale slice trees on the boot disk. (12 GiB seen after a
  disk-full crash where TemporaryDirectory's own cleanup also raised
  and got swallowed.)

- src/scheduler.py: is_valid_schedule accepts 'every 0m' (interval=0
  = always due). Force-resync of an errored row no longer requires
  waiting out the default 'every 1h' interval — admin can flip the
  schedule, trigger, then flip back.

- app/api/sync.py: POST /api/sync/trigger accepts both ['table_id']
  (legacy bare-array body) and {'tables': ['table_id']} (matches the
  response payload shape, more discoverable for clients building
  requests by hand). Malformed bodies return 422 with a structured
  detail; null/missing means 'sync everything' as before.

Tests cover: tempdir cleanup on raise (sliced parquet path),
is_valid_schedule + is_table_due 'every 0m' acceptance, and trigger
body parametrized matrix (8 valid shapes + 6 rejection cases).

* fix: targeted-trigger filter in materialized pass + auto-upgrade defer

Two operational gaps observed during agnes-dev cutover, in the same
sync-routing area.

- _run_materialized_pass now takes a 'tables' arg and skips rows not in
  the target set with reason='not_in_target'. POST /api/sync/trigger
  with a body of tables previously only scoped the legacy extractor
  subprocess — the materialized pass kept iterating every due
  materialized row, so an admin asking to re-sync kbc_job re-ran
  every other due materialized row alongside it. Match on registry id
  OR name (admins commonly pass either form). tables=None preserves
  the no-filter behavior.

- New GET /api/sync/status (public, no auth) returns {locked: bool}
  off _sync_lock.locked(). agnes-auto-upgrade.sh probes this before
  docker compose up -d and exits 0 with a 'deferred recreate' log
  line if a sync is in flight — the next 5-min cron tick retries.
  Pre-fix, an auto-upgrade triggered mid-sync would recreate the
  uvicorn worker and kill the in-flight extractor / Snowflake-UNLOAD
  download (observed when kbc_job's first 7-day retry got SIGKILLed).
  Connection failures in the probe fall through to the upgrade —
  being stuck on a wedged image is worse than interrupting a
  hypothetical sync.

* fix: auto-discover protects admin overrides + surfaces drift

Two real-world incidents on agnes-dev drove this:

1. kbc_job was registered manually with the correct
   (in.c-kbc_telemetry, kbc_job) coordinates. A naive auto-discover
   re-run would have inserted a SECOND kbc_job row at the slugified
   id 'in_c-keboola-storage_kbc_job' (where Keboola's discovery
   places it) — and that row's Storage API export-async 404s.

2. An earlier auto-discover bug stripped the stage prefix from
   bucket ids ('c-finance' instead of 'in.c-finance'), inserting
   137 rows whose syncs all failed.

Fix:

- _discover_and_register_tables now builds a plan first
  (_build_keboola_discovery_plan) classifying each discovered table
  into one of new / existing_match / existing_drift / invalid, then
  executes only the 'new' bucket. Drift rows are reported with both
  sides of the disagreement plus drift_kind:
  - same_id_diff_coords: registry has the same id but different
    bucket / source_table (admin migrated coords inline).
  - name_collision: discovery's slugified id differs from any
    registry id, but the discovered .name matches an existing row's
    .name (case-insensitive). Catches the kbc_job case.

- Bucket detection now prefers the API's authoritative bucket_id
  field (separate field on the Keboola tables.list response,
  normalised by KeboolaClient.discover_all_tables). Falls back to
  id-string parsing only when bucket_id is missing (older fallback
  path inside discover_all_tables).

- Endpoint POST /api/admin/discover-and-register?dry_run=true
  returns the plan without writing — would_register, drift,
  invalid lists. Lets an operator audit before merging discovery
  with a registry that has admin overrides.

Removed 'every 0m' from test_register_request_rejects_malformed_sync_schedule
— the runtime started accepting it in the previous commit (force-resync
override) and the validator follows suit.

* feat(keboola): AGNES_TEMP_DIR routes tempfiles off overlayfs /tmp

The container's /tmp lives on the boot disk's overlayfs (29 GiB on
agnes-dev, shared with /var). Snowflake UNLOAD of a wide table writes
slices into per-call /tmp tempdirs that fill multi-GiB / many-slice
exports long before the dedicated data disk fills. agnes-dev hit
100% boot-disk while the 20 GiB data disk had 15 GiB free.

connectors.keboola.storage_api.get_temp_root() reads AGNES_TEMP_DIR;
mkdirs the target on first use; unset / empty / unwritable falls
back to None (system tempdir, OSS-pre-fix behaviour). Both
materialize_query (parquet path) and _extract_via_legacy (CSV
fallback) and the sliced-CSV concat path in storage_api use the
helper now.

docker-compose.yml defaults AGNES_TEMP_DIR=/data/tmp on app, scheduler,
and extract services. The data volume is the dedicated disk in
production layouts and a plain docker volume in single-disk
dev/laptop setups — same blast radius as the previous /tmp default
on the latter, no regression.
2026-05-07 12:12:14 +02:00
ZdenekSrotyr
c97fd504c5 release: 0.45.0 — easy-wins bundle (#84 #164 #177 #178 #203 #204)
Operator-and-analyst quality bundle: a security fix for the optional
Telegram bot, two CLI gaps closed, and three rounds of UX polish on
`agnes diagnose` and `agnes pull` so non-TTY consumers (CI runners,
Claude Code SessionStart hooks, sub-agent watchdogs) get readable,
actionable signal.

- Pairing-code RNG: random.choices -> secrets.choice (CSPRNG).
- Telegram script runner: refuse out-of-shape usernames before sudo -u.

CLAUDE.md.bak.<ISO-timestamp> before regenerating.

- agnes admin unregister-table <id> -> DELETE /api/admin/registry/{id}
- agnes admin update-table <id> --field=value ...  -> PUT /api/admin/registry/{id}

response but never promotes the headline. BQ billing-equals-data check
downgraded warning -> info.

default (5 s / 1 MiB vs 30 s / 10%) so sub-agent watchdogs don't kill
the pull as a hung process. New env knobs:
AGNES_PULL_PROGRESS_INTERVAL_{SECONDS,BYTES}.

--include-schema (or ?include=schema) to opt back in.

Tests: 120 passed across the touched modules, including new tests for
each fix. Pre-existing failures on main (DB migration v1->v9, binary
rename) are unrelated and not introduced here.
2026-05-07 11:43:16 +02:00
ZdenekSrotyr
cb55374a66 release: 0.44.1 — admin-user-detail empty-group-dropdown hint
Patch release: pure UX fix on /admin/users/{id} (frontend-only, no API,
no DB, no schema). See CHANGELOG.md for the full entry.
2026-05-07 09:09:45 +02:00
dependabot[bot]
970067e6c3 chore(deps): bump python-multipart from 0.0.26 to 0.0.27
Bumps [python-multipart](https://github.com/Kludex/python-multipart) from 0.0.26 to 0.0.27.
- [Release notes](https://github.com/Kludex/python-multipart/releases)
- [Changelog](https://github.com/Kludex/python-multipart/blob/main/CHANGELOG.md)
- [Commits](https://github.com/Kludex/python-multipart/compare/0.0.26...0.0.27)

---
updated-dependencies:
- dependency-name: python-multipart
  dependency-version: 0.0.27
  dependency-type: direct:production
...

Signed-off-by: dependabot[bot] <support@github.com>
2026-05-07 09:09:45 +02:00
ZdenekSrotyr
bb36a69b1e release: 0.44.0 2026-05-07 07:00:00 +02:00
ZdenekSrotyr
e1ac7d41f1 release: 0.43.0 — server-pinned CLI auto-upgrade
See CHANGELOG.md for the full entry. (Bumped from 0.42.0 to 0.43.0 since
0.42.0 was taken by PR #208's backtick-rewriter fix during this branch's
review cycle.)
2026-05-06 23:24:44 +02:00
ZdenekSrotyr
09958c9d87 release: 0.42.0 2026-05-06 18:04:39 +02:00
ZdenekSrotyr
dfb7f25e76 release: 0.41.0 — orchestrator filesystem fallback for missing _meta materialized rows
0.40.0 added _persist_materialized_inner_view in materialize_query, which
tried to open extract.duckdb from a fresh DuckDB handle to write the _meta
row + inner view. In production this conflicts with the same uvicorn
process's existing read-only ATTACH (orchestrator's analytics conn holds
extract.duckdb ATTACHed as <source_name> alias), and DuckDB single-process
file-handle uniqueness rejects with:

  Binder Error: Unique file handle conflict: Cannot attach "extract"
  — already attached by database "<source>"

The helper logs WARNING fail-soft, parquet stays canonical, but the
master view never appears via the meta path.

Fix: at the end of _attach_and_create_views, scan
<extract_dir>/data/*.parquet and CREATE OR REPLACE VIEW <id> AS
SELECT * FROM read_parquet('<path>') for any parquet whose <id> is not
already in the per-source tables list (= meta path didn't pick it up).

Decoupled from materialize_query open-handle race. Honors the same
view_ownership cross-connector collision rules as the meta path
(first-come-first-served via view_repo.claim).

Tests:
- filesystem-fallback fires when _meta row missing
- skipped when meta path already created the view (no shadow)
- skips invalid identifiers (e.g. parquet stem starting with a digit)
- doesn't crash when source has no data/ subdir
2026-05-06 16:58:18 +02:00
ZdenekSrotyr
b5b16e98a0 release: 0.40.0 — materialize_query writes _meta + inner view so master views appear
Pre-fix flow:
1. extractor subprocess writes _meta with N remote rows + creates N inner
   views in extract.duckdb (rebuild_from_registry skips materialized rows
   per design — explicit `continue` at line 389)
2. _run_materialized_pass calls materialize_query, which writes parquet
   atomically + returns stats — but never updates _meta
3. orchestrator.rebuild scans _meta, finds only the N remote rows, creates
   master views only for them. Materialized parquet is on disk but
   invisible to /api/query → 400 'not yet materialized'

Symptom appears after every container recreate (the previous run's _meta
state is wiped because docker compose down nukes the named volume that
backs extract.duckdb on some compose layouts; even on volumes that
persist, the next extractor pass calls _create_meta_table which DROPs
+ CREATEs _meta cleanly).

Fix: after os.replace(tmp_path, parquet_path) in materialize_query, open
extract.duckdb (read-write), DELETE existing _meta row for table_id,
INSERT new one with query_mode='materialized', and CREATE OR REPLACE
VIEW <table_id> AS SELECT * FROM read_parquet(<path>). All inside a
single transaction so concurrent reads see either old or new state, not
torn rows. Fail-soft on lock contention or schema drift — parquet
remains canonical, next sync pass recovers.

Tests: 3 new in test_bq_materialize.py covering:
- meta + inner view registered after materialize, alongside existing
  remote rows
- re-run replaces (not duplicates) the meta row
- skips inner-view registration when extract.duckdb doesn't exist yet
  (fresh BQ-only deployment edge case)
2026-05-06 16:04:58 +02:00
ZdenekSrotyr
3b9f6b447d release: 0.39.0 — perf bundle (BQ query rewrite + session pool + chunked download + HTTP/2) 2026-05-06 13:18:19 +02:00
ZdenekSrotyr
830d1a38f6 merge: CLI perf (chunked DL + HTTP/2 + persistent client + progress)
# Conflicts:
#	CHANGELOG.md
2026-05-06 13:16:31 +02:00
ZdenekSrotyr
bd1b5ad444 perf(cli): persistent HTTP/2 client across pull invocation
Pool the httpx.Client used by `stream_download` so N parquet downloads
share a single TLS handshake instead of one handshake each. With the
optional `h2` package installed, HTTP/2 multiplexing further lets all
chunk Range requests share a single TCP connection — synergizes with
the range-chunked download path added in the previous commit.

The shared client is created lazily on first stream-download call, kept
alive for the duration of the process via a module-level slot, and
closed at exit via `atexit.register`. Construction wraps in a
try/except: when `h2` is unavailable (slim install), httpx raises
ImportError on `http2=True` and we transparently fall back to an
HTTP/1.1 client — pooling alone still amortizes TLS handshakes.

`agnes pull` must never crash on a missing optional package, so the
fallback path is non-negotiable. `h2>=4.1.0` is added to the core
dependency set; downstream slim installs that drop it lose the HTTP/2
benefit but keep correctness.
2026-05-06 13:06:36 +02:00
ZdenekSrotyr
226eb71592 Merge remote-tracking branch 'origin/main' into pr198-review
# Conflicts:
#	CHANGELOG.md
2026-05-06 11:35:45 +02:00
ZdenekSrotyr
d68c3c5fa2 release: 0.38.2 — bq_query_timeout_ms applied on every BQ attach + surfaced silent failures 2026-05-06 09:48:12 +02:00
ZdenekSrotyr
a7d19206d7 release: 0.38.1 — docs(marketplace) two-step fallback 2026-05-06 09:27:42 +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
ZdenekSrotyr
fdc6cd7fb4 release: 0.37.0 — STATE_DIR + flat-mount overlay; host-mount direct-bind fix 2026-05-06 06:53:48 +02:00
ZdenekSrotyr
f33475cec3 release: 0.36.0 — perf + analyst-clarity bundle
Renames the [Unreleased] section to [0.36.0] in CHANGELOG, adds the
top-level summary, drops a fresh empty [Unreleased] above, and bumps
pyproject from 0.35.1.

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

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

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

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

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

3. config/claude_md_template.txt: explicit one-line snippet pointing
   at `agnes catalog --json | jq '.tables[] | select(.id=="<id>")'`
   for per-table descriptions + restated invariant: "the description
   field on each catalog row is the authoritative business-rules
   text — re-read live, never copy into this file." Resolves the
   regression-or-feature debate between Pavel (wants annotations)
   and the user feedback that landed in the prior commit (don't
   embed table-specific content; tables change). Catalog command
   stays the source of truth.
2026-05-05 18:11:59 +02:00
ZdenekSrotyr
4751094e1c
fix(keboola): per-table fallback to legacy Storage-API client (#183)
* fix(keboola): per-table fallback to legacy Storage-API client

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

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

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

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

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

- Mock _extract_via_legacy alongside _extract_via_extension in
  test_network_timeout_during_extraction +
  test_partial_failure_continues +
  test_all_tables_fail_returns_full_failure_stats so the assertion
  observes the final propagated error from the fallback chain.
- Add test_extension_per_table_failure_falls_back_to_legacy that
  exercises the new behavior directly: extension scan fails with the
  QueryService schema-not-authorized message
  (keboola/duckdb-extension#17), legacy succeeds, parquet ends up
  queryable.
2026-05-05 15:47:44 +02:00
ZdenekSrotyr
a220955640 release: 0.35.1 — CLI --remote query timeout fix
Patch release bundling the only Unreleased change: bump httpx client
timeout for agnes query --remote from 30s to 300s (configurable via
AGNES_QUERY_TIMEOUT). Renames CHANGELOG [Unreleased] section to
[0.35.1] and bumps pyproject version to match.
2026-05-05 15:01:37 +02:00
ZdenekSrotyr
3d63965a67 Merge remote-tracking branch 'origin/main' into pr180-review
# Conflicts:
#	CHANGELOG.md
#	app/web/templates/_app_header.html
2026-05-05 12:05:50 +02:00
ZdenekSrotyr
78cad8b235 release: 0.35.0 — /store + /my-ai-stack + security fixes + CLI 2026-05-05 08:18:16 +02:00
ZdenekSrotyr
567385d046 release: 0.35.0 — session pipeline fix (BREAKING) (#176)
Five compounding defects on default `docker compose up` deploys made the
session pipeline silently broken: sessions uploaded by analysts via
`agnes push` landed on /data/user_sessions/<user>/*.jsonl but nothing
ever processed them. Fix is one PR: promote anthropic + openai to core
deps, wire all three LLM-pipeline jobs into scheduler-v2 with offset
cadences (10m/15m/17m), drop the side-car services from compose, seed a
default ai: block on first-time setup with an env-var fallback in code,
surface the pending review queue to admins, and expose a health check
that warns when uploaded jsonls aren't being processed.

**BREAKING** for operators on COMPOSE_PROFILES=full or with custom
Compose overrides referencing the corporate-memory or session-collector
service stanzas — drop them. The scheduler is now the sole driver.
2026-05-05 00:46:27 +02:00
ZdenekSrotyr
d2104555c6 fix(deps): promote anthropic + openai to core dependencies (#176)
LLM provider SDKs are imported by services/corporate_memory and
services/verification_detector — both production code paths. Listing
them only in [project.optional-dependencies].dev caused the scheduler
container to boot-loop with ModuleNotFoundError on default
`docker compose up` deploys, because the Dockerfile installs core
deps only (`uv pip install --system --no-cache .`).

Adds tests/test_packaging.py to lock the contract: anthropic + openai
must live in [project].dependencies, not in dev extras.
2026-05-04 23:52:30 +02:00
ZdenekSrotyr
0430c0de00 release: 0.34.0 — clean analyst bootstrap (BREAKING) + bundled fixes
Headlines:

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

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

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

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

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

Open follow-ups (separate issues):
- #175 sync architecture redesign (full-extract Keboola, full-file
  downloads, user-global sync_state)
- #177 admin CLI: missing unregister-table / update-table commands
- #178 agnes diagnose: introduce "info" severity tier
2026-05-04 23:13:23 +02:00
ZdenekSrotyr
e438170ade merge: pull #174 (BQ materialize view fix + concurrency, 0.33.0) into bootstrap branch
Brings in zs/materialize-sync-fix (PR #174):
- BigQuery view materialize works (wrap admin SQL in bigquery_query())
- Per-table mutex + fcntl.flock for concurrent COPY corruption
- Cost guardrail dry-run engages on materialized rows
- Schema v23 -> v24 migration: rewrite source_query to BQ-native
- Server-generated trivial source_query from bucket+source_table
- Validator backtick relaxation for materialized rows
- 0.33.0 release cut

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

Verified: 79/79 across CLI bootstrap suite + materialize suite +
schema v24 migration tests pass locally on Python 3.13/macOS.
2026-05-04 20:53:00 +02:00
ZdenekSrotyr
cd3293b994 release: 0.33.0 — BQ materialize view fix + concurrency control 2026-05-04 20:30:50 +02:00
ZdenekSrotyr
8c8cdf6a6a feat(cli): rename binary from da to agnes (BREAKING) 2026-05-04 16:05:14 +02:00
ZdenekSrotyr
cf8930b593 chore(release): cut 0.32.0 — #160 da query --remote on VIEW + 4 reinforcing fixes
CHANGELOG: rename [Unreleased] → [0.32.0] — 2026-05-04, prepend a new
empty [Unreleased] for next-PR landing zone.
pyproject.toml: version 0.31.0 → 0.32.0.

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

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

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

14 issues caught and addressed across 6 iterations of Devin Review.
E2E verified on agnes-zsrotyr.groupondev.com (commit 7f743d03):
  - VIEW path resolves (count=23 from active_inventory_view)
  - VIEW aggregate parity vs filtered BASE TABLE
  - cost guardrail rejects with structured 400 detail
  - bq_path_not_registered 403 (incl. quoted "bq" variant)
  - bigquery_query() blocklist 400
  - test-connection endpoint 200 with elapsed_ms
2026-05-04 14:37:52 +02:00
ZdenekSrotyr
26dc367037 release(0.31.0): cut Agent Setup Prompt + BREAKING CLI/API removals 2026-05-03 21:03:57 +02:00
ZdenekSrotyr
91caefaca9
security(auth): per-IP rate limit + last-admin guard (#165)
* security(auth): per-IP rate limit on auth endpoints + generalize last-admin guard

Closes #45 and #151.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* chore(release): cut 0.30.1 — auth security hardening (rate limit + last-admin guard)
2026-05-02 21:08:33 +02:00
ZdenekSrotyr
7052a23552 release(0.30.0): per-connector tab UI + Keboola materialized parity + /admin/server-config full exposure
Highlights (full prose in CHANGELOG.md [0.30.0]):

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

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

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

* chore(release): cut 0.29.0

---------

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

Closes #153.

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

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

## Changes

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

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

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

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

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

### CHANGELOG.md

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

## Tested

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

## Out of scope

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

* chore(release): cut 0.28.0

---------

Co-authored-by: ZdenekSrotyr <zdenek.srotyr@keboola.com>
2026-05-01 12:06:41 +02:00
minasarustamyan
d4ac84dd46
feat(rbac): drop dataset_permissions + users.role + is_public; v19 migration (#150)
* feat(rbac): drop dataset_permissions + access_requests + users.role + is_public; v19 migration

BREAKING. Sjednocení datové RBAC vrstvy do per-group resource_grants modelu.
Před PR byla legacy data RBAC vrstva (dataset_permissions + is_public bypass)
de-facto neaktivní — is_public neměl API/UI/CLI surface, default true znamenal
že can_access_table vždycky bypassl. Dnes každý non-admin přístup vyžaduje
explicitní resource_grants(group, "table", id) řádek.

Schema v18 → v19 (src/db.py:_v18_to_v19_finalize):
- DROP TABLE dataset_permissions, access_requests
- DROP COLUMN users.role (NULL artifact since v13)
- DROP COLUMN table_registry.is_public
- Drops přes table-rebuild idiom (rename → create new → INSERT … SELECT
  → drop old) kvůli DuckDB ALTER DROP COLUMN limitacím na tabulkách
  s historic FK constraints. INSERT picks intersection sloupců, takže
  test fixtures s minimal pre-v19 schemou migrate cleanly.

Runtime:
- src/rbac.py:can_access_table → deleguje na app.auth.access.can_access
- DatasetPermissionRepository, AccessRequestRepository smazány
- AGNES_ENABLE_TABLE_GRANTS env-gate v app/resource_types.py odstraněn
  (TABLE je unconditionally enabled)

API drop:
- app/api/permissions.py, app/api/access_requests.py celé soubory
- /admin/permissions web route + admin_permissions.html
- "Request Access" modal v catalog.html + locked-row UI
- ~10 if user.get("role") != "admin" checků nahrazeno (admin shortcut
  je uvnitř can_access_table)
- /api/settings: drop permissions field z GET; PUT /api/settings/dataset
  gate přepnut na can_access(user_id, "table", dataset, conn)

Auth:
- app/auth/jwt.py:create_access_token: drop role parametr (claim zmizí
  z nově vydávaných JWT; staré tokeny zůstávají valid, claim ignored)
- app/api/users.py: drop role z CreateUserRequest / UpdateUserRequest
  (admin promotion = explicit add to Admin group via memberships API)
- src/repositories/users.py: drop role z create() / update()

CLI:
- da admin set-role smazán → hard-fail s replacement command
- da admin add-user --role flag pryč
- da auth import-token --role flag pryč
- da auth whoami: drop "Role:" výpis
- cli/config.py:save_token: role parametr now optional, no longer written
  (back-compat se starými token.json soubory zachována — pole se ignoruje)

Tests:
- DELETE: test_permissions.py, test_permissions_api.py, test_access_requests_api.py
- REWRITE: test_access_control.py (resource_grants flow), test_rbac.py
  (can_access_table over resource_grants), test_journey_rbac.py
  (drop access-request flow), test_resource_types.py (drop env-gate
  tests, drop is_public from helpers), test_v2_*.py (drop role-based
  user dicts in favor of id-based + Admin group membership),
  test_settings_api.py (no permissions field, can_access gate)
- TRIVIAL: ~30 souborů — drop role="admin" arg z UserRepository.create
  a 3rd positional role z create_access_token
- NEW: test_v18_to_v19 migration test (test_db.py),
  test_can_access_table_no_implicit_public (test_rbac.py),
  test_admin_set_role_returns_hardfail (test_cli_admin.py)
- OpenAPI snapshot regenerated

Docs:
- CHANGELOG: BREAKING entry pod [Unreleased]
- CLAUDE.md: schema v18 → v19
- docs/architecture.md: schema table + RBAC sekce přepsána
- docs/auth-google-oauth.md: admin promotion přes da admin break-glass
- cli/skills/security.md: kompletně přepsáno na group-based model
- docs/TODO-rbac-data-enforcement.md: smazáno (TODO splněn)

Test results: 2363 passed, 19 failed. Zbývající failures jsou pre-existing
Windows-specific issues (fcntl, charset) nesouvisející s tímto PR —
ověřeno git stash pop.

Plan: ~/.claude/plans/floofy-coalescing-parnas.md

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* chore(release): cut 0.27.0

---------

Co-authored-by: Minas Arustamyan <arustamyan.minas@gmail.com>
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-authored-by: ZdenekSrotyr <zdenek.srotyr@keboola.com>
2026-04-30 22:02:16 +02:00
Vojtech
2447da7bb1
refactor(ops): bake all host artifacts into image, drop every curl-from-main (#149)
* refactor(ops): bake all host artifacts into image, drop every curl-from-main

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

## Motivation

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

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

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

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

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

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

## Changes

### Dockerfile (+19 -8)

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

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

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

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

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

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

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

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

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

### CHANGELOG.md

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

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

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

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

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

## Tested

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

## Compatibility

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

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

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

Devin ANALYSIS_0004 on PR #149.

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

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

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

Devin BUG_0001 + WARN_0001 on PR #149.

* chore(release): cut 0.26.0

---------

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

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

## Why an app-side guard

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

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

## Behavior

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

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

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

## Tested

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

## Rollout

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

* chore: vendor-agnostic comment + changelog text

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

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

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

Devin BUG_0001 on PR #146.

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

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

Devin BUG_0001 on PR #146.

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

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

Devin ANALYSIS_0001 on PR #146.

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

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

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

Devin BUG_0001 + ANALYSIS_0001 on PR #146.

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

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

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

Devin BUG_0001 on PR #146.

* chore(release): cut 0.25.0

---------

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

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

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

See CHANGELOG [0.24.0] for full notes.
2026-04-30 15:16:04 +02:00
ZdenekSrotyr
70672204fe
feat(memory): admin Edit + MEMORY_DOMAIN RBAC + ai-section UI (#141)
Cuts release 0.23.0.

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

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

See CHANGELOG [0.23.0] for full notes.
2026-04-30 11:04:41 +02:00
ZdenekSrotyr
83adf01bde
fix(v2): #134 BigQuery cross-project errors return structured 502/400 + BqAccess facade (#138)
* docs(spec): #134 unify BigQuery access behind BqAccess facade

Brainstorm output for issue #134. Captures:
- root cause (incl. correction of the issue's hypothesis about commit 33a9964)
- BqAccess facade API + project resolution rules
- error contract — typed BqAccessError mapped to HTTP 502 for upstream
  BQ failures, 500 for deployment/config bugs
- migration plan for v2_scan, v2_sample, RemoteQueryEngine
- test rewrite eliminating _bq_client_factory injection point
- E2E verification protocol on agnes-development as success criterion

* docs(spec): #134 revise after first review

Incorporates code-reviewer findings:

Must-fix:
- Add v2_schema (2 copies of INSTALL/LOAD/SECRET dance) to migration scope.
- Reframe v2_scan headline: missing try/except around BQ calls is the
  actual cause of bare 500s, not project resolution (which 33a9964 fixed).
- List two more deferred call sites (extractor.py, register_bq_table)
  with explicit rationale.

Important:
- Drop billing != data clause from cross_project_forbidden heuristic;
  rely only on 'serviceusage' substring. billing != data is normal
  for cross-project setup, was over-classifying.
- Split bq_bad_request into _user (400) and _server (502) variants;
  add sql_origin parameter to translate_bq_error so call sites declare
  whether SQL contains user input.
- Add @functools.cache to BqAccess.from_config; document tests bypass
  via dependency_overrides.
- Replace monkey-patched-classmethod test pattern with
  BqAccess(client_factory=...) injection at construction time. Cleaner
  than today's _bq_client_factory and 1:1 migration shape.
- Keep BqProjects.data (reviewer assumed registry has source_project;
  it doesn't). Multi-project explicitly listed as non-goal with note.

Nice-to-have:
- Add 'Implementation strategy' section: 2 staged commits (bug fix
  alone is revertable; refactor follows).
- Extend E2E protocol to cover all three endpoints, not just /sample.
- Note removal of stale docstring at src/remote_query.py:204.

* docs(spec): #134 revision 3 — incorporates second-round review

Must-fix from second review:
- v2_schema split into two migration cases: _fetch_bq_schema translates
  errors via translate_bq_error; _fetch_bq_table_options preserves its
  swallow-all 'except Exception → return {}' so /schema doesn't 502 on
  partition-info failures.
- RemoteQueryEngine.__init__ now resolves BqAccess lazily (in
  _get_bq_client, not in __init__). Without this, ~7 DuckDB-only tests
  in test_remote_query.py would suddenly fail with not_configured.
- translate_bq_error pass-through for BqAccessError is now load-bearing
  (clause 1, before any Google-API branch). bq.client() raises BqAccessError
  for bq_lib_missing/auth_failed; without explicit pass-through those
  fall to 'unknown' and re-raise as bare 500.
- Commit 1 now emits the SAME structured response shape as commit 2 to
  avoid contract churn between commits.
- BIGQUERY_PROJECT env-var precedence is BREAKING for env-only deployments
  — flagged in CHANGELOG ### Changed.

Editorial:
- sql_origin renamed to bad_request_status with values 'client_error' /
  'upstream_error' (clearer about what the parameter actually decides).
  bq_bad_request_user/_server kinds collapsed to bq_bad_request (400)
  and bq_upstream_error (502).
- CLI (cli/commands/query.py) noted as external RemoteQueryEngine caller;
  unaffected because new bq_access kwarg has default None.
- Added unit/integration tests for the new contracts:
  test_translate_passes_through_BqAccessError,
  test_v2_scan_returns_500_on_bq_lib_missing,
  test_v2_schema_returns_200_with_empty_partition_on_bq_failure,
  test_resolve_succeeds_after_config_set.
- E2E protocol now covers /schema as the fourth endpoint.
- Documented functools.cache-doesn't-cache-exceptions semantics and
  fixture nullcontext-doesn't-close caveat for nested sessions.

* docs(spec): #134 revision 4 — incorporates third-round review

Third reviewer verdict: 'implementation-ready with two trivial edits';
explicitly noted prior rounds did the heavy lifting.

Edits:
1. get_bq_access() module-level function instead of @classmethod
   @functools.cache from_config. Removes the classmethod-cache stacking
   footgun (different Python versions wrap differently) and gives FastAPI's
   dependency introspection a clean function signature. Drops the
   'Do not subclass BqAccess' caveat that no longer applies.

2. Commit 1 strategy explicitly: wrap _fetch_bq_sample (v2_sample),
   _bq_dry_run_bytes + _run_bq_scan (v2_scan), and _fetch_bq_schema
   (v2_schema strict block). Do NOT touch _fetch_bq_table_options swallow-all
   in commit 1 — preserved as-is, then migrated (still preserved) in commit 2.
   All three endpoints emit the same structured body shape so client parsers
   see one consistent contract throughout the staged rollout. No more
   half-rolled-out window where /sample is bare 500 while /scan is
   structured 502.

* docs(plan): #134 implementation plan — Phase 1 (atomic bug fix) + Phase 2 (BqAccess refactor) + Phase 3 (verification)

Bite-sized TDD tasks. 3 phases, 16 tasks total:

Phase 1 (Commit 1) — atomic bug fix across all four v2 endpoints:
  Tasks 1.1-1.5 wrap _fetch_bq_sample, _bq_dry_run_bytes, _run_bq_scan,
  _fetch_bq_schema with structured 502/400 try/except. _fetch_bq_table_options
  preserved untouched. CHANGELOG Fixed entries.

Phase 2 (Commit 2) — BqAccess facade extraction + migration:
  Tasks 2.1-2.5 build connectors/bigquery/access.py bottom-up
  (BqProjects, BqAccessError, translate_bq_error, default factories,
  BqAccess class, get_bq_access module-level cached). Task 2.6 adds
  conftest.py fixture. Tasks 2.7-2.9 migrate v2_scan, v2_sample, v2_schema
  to BqAccess. Tasks 2.10-2.11 migrate RemoteQueryEngine + tests
  (lazy bq_access, drop _bq_client_factory). Task 2.12 CHANGELOG
  Changed BREAKING + Internal.

Phase 3 — Verification:
  3.1 full pytest. 3.2 squash into two PR-shape commits. 3.3 manual
  E2E on agnes-development per spec protocol → close #134.

Self-review table maps spec sections to implementing tasks; no gaps.

* fix(v2): #134 structured 502/400 on BQ errors across /scan, /scan/estimate, /sample, /schema

Wraps the BigQuery call sites in v2_scan, v2_sample, and v2_schema (strict
block only) with try/except for google.api_core exceptions, translating to
HTTPException with a structured body shape: {error, message, details}.

Fixes Pavel's report (#134) where these endpoints returned bare HTTP 500
with no body when the SA on agnes-development hit cross-project Forbidden
on serviceusage.services.use.

Also fixes /sample's missing billing_project fallback (the bug 33a9964
fixed for /scan never landed here).

Status code split:
  - /scan, /scan/estimate: BadRequest -> 400 (bq_bad_request) since SQL is
    user-derived from req.select/where/order_by.
  - /sample, /schema: BadRequest -> 502 (bq_upstream_error) since SQL is
    server-constructed from validated identifiers.
  - All Forbidden -> 502 with cross_project_forbidden if 'serviceusage' in
    error message (with hint pointing at data_source.bigquery.billing_project),
    else bq_forbidden.

Body shape matches what the upcoming BqAccess refactor (next commit) will
produce, so client-side parsers see one consistent contract throughout
the staged rollout.

_fetch_bq_table_options preserved exactly as-is — its swallow-all-and-return-empty
contract is intentional and survives into the refactor; /schema continues to
return 200 with empty partition info when partition queries fail.

Outer wraps in scan_endpoint, scan_estimate_endpoint, sample, and schema
endpoints exist only to make the test pattern (monkeypatching whole
_fetch_* functions) work, and are tagged TODO(#134 Phase 2) for removal
once BqAccess centralizes translation.

* refactor(bq): #134 BqAccess facade — unify v2_scan, v2_sample, v2_schema, RemoteQueryEngine

Extracts the duplicated BigQuery-access pattern (project resolution +
client construction + DuckDB-extension session + Google-API error
translation) into connectors/bigquery/access.py. Migrates four
call sites to use it:

- app/api/v2_scan.py — _bq_dry_run_bytes, _run_bq_scan
- app/api/v2_sample.py — _fetch_bq_sample
- app/api/v2_schema.py — _fetch_bq_schema (strict translation),
  _fetch_bq_table_options (preserves swallow-all best-effort contract)
- src/remote_query.py — RemoteQueryEngine, lazy bq_access kwarg

The new module exposes:
- BqProjects (frozen dataclass: billing + data project IDs)
- BqAccessError (typed exception with HTTP_STATUS class mapping)
- BqAccess (facade with injectable client_factory/duckdb_session_factory
  for tests; defaults call the real google-cloud-bigquery + DuckDB extension)
- get_bq_access (module-level @functools.cache; FastAPI Depends target)
- translate_bq_error (Google API exception → BqAccessError mapper, with
  BqAccessError pass-through, 'serviceusage'-substring heuristic for
  cross_project_forbidden, and bad_request_status param distinguishing
  user-derived (400) from server-constructed (502) SQL)
- _default_client_factory, _default_duckdb_session_factory

RemoteQueryEngine.__init__ no longer accepts _bq_client_factory; tests
migrate to bq_access=BqAccess(projects, client_factory=...). DuckDB-only
RemoteQueryEngine tests need no changes — bq_access defaults to None and
get_bq_access() is only invoked on first BQ call (lazy resolution).
BqAccessError raised internally is translated to RemoteQueryError(
error_type="bq_error") in _get_bq_client to preserve the engine's
existing public contract — CLI and /api/query/hybrid callers see no change.

Endpoint tests (test_v2_scan, test_v2_scan_estimate, test_v2_sample,
test_v2_schema) migrate from monkey-patching whole _fetch_* functions
to using the new bq_access fixture in tests/conftest.py — which
exercises the REAL translation path through BqAccess + translate_bq_error,
closing the test gap flagged in Task 1.1's review.

Side-effect behavior change: v2_sample's FROM clause now uses the data
project (instance.yaml data_source.bigquery.project), not the conflated
billing_project from Phase 1. Documented in CHANGELOG ### Internal.

BREAKING for deployments combining BIGQUERY_PROJECT env var with
data_source.bigquery.project in instance.yaml — env var now overrides
data project too. See CHANGELOG ### Changed.

Two known-duplicate BQ-access sites (connectors/bigquery/extractor.py,
scripts/duckdb_manager.register_bq_table) explicitly out of scope;
tracked as follow-up.

Removed stale docstring at the previous src/remote_query.py:204
that referenced scripts.duckdb_manager._create_bq_client as the default
BQ client factory (RemoteQueryEngine never actually used that function).

Test counts: tests/test_bq_access.py +27 (new), tests/test_v2_*.py +
tests/test_remote_query.py migrated to bq_access fixture (counts unchanged
or +1-2 per file). Full suite: 2086 passed, 8 pre-existing failures
(DB migration tests with unrelated internal_roles DependencyException —
not introduced by this PR).

* fix(bq_access): translate DefaultCredentialsError to BqAccessError(auth_failed)

CI on PR #138 caught: bigquery.Client(...) resolves Application Default
Credentials at construction time; without ADC (CI without SA key, dev
laptop without 'gcloud auth application-default login') it raises
google.auth.exceptions.DefaultCredentialsError synchronously.

Pre-fix _default_client_factory only caught ImportError, so DefaultCredentialsError
propagated as raw exception — and from production endpoints would surface
as bare 500 (the exact failure mode #134 sets out to fix).

Now translates to BqAccessError(kind='auth_failed', details.hint='Run
gcloud auth application-default login...'). Endpoint catch chain returns
HTTP 502 with structured body. Adds unit test
test_raises_auth_failed_on_default_credentials_error.

Third-round spec review flagged this case in passing; the fix didn't land.
CI's auth-less environment surfaced it.

* fix(bq_access): get_bq_access() returns sentinel instead of raising when not configured

Devin BUG_0001 on PR #138 review: 'get_bq_access() as FastAPI Depends
breaks all v2 endpoints for non-BigQuery instances'.

Pre-fix: get_bq_access() raised BqAccessError(not_configured) when
neither BIGQUERY_PROJECT env nor data_source.bigquery.project was set.
Because FastAPI resolves Depends() BEFORE the endpoint body runs, this
exception fires during dep-injection — the endpoint's try/except
BqAccessError clause never gets a chance to catch it. Result: every
v2 request on Keboola-only or CSV-only instances returned bare HTTP
500, even for local-source tables that never touch BigQuery.

Fix: get_bq_access() now returns a sentinel BqAccess with empty
BqProjects and factories that raise BqAccessError(not_configured)
on actual use. Construction succeeds, FastAPI's dep-injection cleanly
yields the sentinel, the endpoint runs. The local-source code path
in build_sample / build_schema / etc. never calls bq.client() or
bq.duckdb_session() (it reads parquet directly), so non-BQ tables
return 200 as before. Only when an endpoint actually tries to query
BQ (source_type == 'bigquery') does the sentinel raise — and the
endpoint's existing except BqAccessError catches it normally,
returning structured 502 with hint.

Test get_bq_access::test_raises_not_configured_when_neither_set
renamed and rewritten to test_returns_sentinel_when_neither_set:
asserts BqAccess is returned, then asserts client() and
duckdb_session() each raise BqAccessError(not_configured) on call.

Test test_does_not_cache_exceptions removed (no longer applicable)
and replaced with test_sentinel_is_cached_per_process documenting
the operator-restart-on-config-change contract.

* docs(spec+plan): #134 genericize customer-specific tokens (CLAUDE.md OSS rule)

Devin BUG_0001/0002 round 3 on PR #138: spec and plan docs contained
customer-specific deployment hostnames, deployment names, and a GCP
project ID that violated CLAUDE.md's vendor-agnostic OSS rule
('Nothing customer-specific belongs in code, configuration defaults,
comments, docs, commit messages, PR titles, or PR bodies').

Replacements:
  agnes-development.groupondev.com -> <your-agnes-host>
  agnes-development                -> <your-dev-instance>
  prj-grp-dataview-prod-1ff9       -> <your-data-project>
  s1_session_landings              -> <bq_table_id>

E2E verification semantics unchanged — operators still run the same
four curls + config flip + retry, just substituting their own host /
deployment name / project / table.

* fix(bq_access): hook get_bq_access.cache_clear into instance_config.reset_cache

Devin ANALYSIS_0004 on PR #138: get_bq_access is @functools.cache'd at
process level, so it captures BigQuery project IDs at first call and
ignores subsequent instance.yaml changes. Pre-Phase-2 the v2 endpoints
re-read get_value() on every request, so admin /api/admin/server-config
saves (which call instance_config.reset_cache()) hot-reloaded the BQ
project. Without this fix, my refactor silently regresses that contract
— operators editing instance.yaml via the admin UI would see no effect
on v2 endpoints until container restart.

instance_config.reset_cache() now also calls
connectors.bigquery.access.get_bq_access.cache_clear() (lazy import,
swallowed if connectors module isn't loaded — keeps instance_config
usable in isolated unit tests).

Adds test_instance_config_reset_cache_invalidates_get_bq_access as
regression guard. Updates CHANGELOG Internal entry to mention the
hot-reload contract + the not-configured sentinel behavior (round-3
fix from Devin BUG_0001 was previously only in commit message).

* fix(bq_access): surface not_configured before identifier validation + plan path genericize

Devin BUG_0001 + BUG_0002 round 5 on PR #138.

BUG_0001 (plan doc): personal filesystem path violated CLAUDE.md
vendor-agnostic rule. Replaced with '<worktree-root>' placeholder.

BUG_0002 (sentinel error path): when get_bq_access() returns the sentinel
BqAccess (BQ not configured), the empty bq.projects.data was reaching
validate_quoted_identifier first and raising ValueError -> endpoint
mapped to HTTP 400 'unsafe_identifier' instead of structured 500
'not_configured' with hint.

Each fetch helper now checks 'if not bq.projects.data: bq.client()' as
the first step, which triggers the sentinel's BqAccessError(not_configured).
Endpoint catches the typed error and returns HTTP 500 with hint pointing
at data_source.bigquery.project. Best-effort _fetch_bq_table_options
returns {} silently in this case (preserves the swallow-all contract).

* fix(bq_access): classify DuckDB-native exceptions from bigquery_query() via string match

Devin ANALYSIS on PR #138 review (latest round). The DuckDB bigquery
extension is a C++ plugin making its own HTTP calls — when BQ returns
403, it throws duckdb.IOException with the BQ error embedded as text,
not gax.Forbidden. translate_bq_error's isinstance checks would miss
these, falling to case 7 → bare 500 in production for v2_scan, v2_sample,
and v2_schema (the bigquery_query() paths).

Fix: last-resort string-match heuristic before the re-raise. 'Forbidden'
/ '403' / 'Bad Request' / '400' in the lowercased message classifies via
the same kind hierarchy. The 'serviceusage' substring still distinguishes
cross_project_forbidden from bq_forbidden. Specific enough that random
exceptions without HTTP-error keywords still re-raise.

Adds 4 unit tests covering the new heuristic + the 'don't swallow random
exceptions' invariant.

* chore(release): cut 0.22.0

PR #138 contains issue #134 user-visible behavior changes:
- BREAKING: BIGQUERY_PROJECT env var now overrides instance.yaml
  data_source.bigquery.project for v2 endpoints (previously
  RemoteQueryEngine billing only).
- Fixed: structured 502/400 on /api/v2/sample, /scan, /scan/estimate,
  /schema when BigQuery raises Forbidden/BadRequest (was bare 500).
- Internal: BqAccess facade refactor unifying four duplicate BQ-access
  call sites; instance_config.reset_cache() now invalidates BqAccess
  cache too so admin server-config saves hot-reload BQ project IDs.

Bumps to 0.22.0 because PR #137 merged first and took 0.21.0.
2026-04-30 10:11:20 +02:00
minasarustamyan
4ec5ff44dd
feat(setup): cross-platform TLS bootstrap + marketplace plugin install (#137)
Bootstraps the Agnes Claude Code marketplace + RBAC-allowed plugins from
the dashboard CTA, and inlines the server's TLS cert when the chain isn't
publicly trusted (self-signed / private CA). Cross-platform setup prompt
covers Windows Git Bash, macOS, Linux. Includes Bun-compiled `claude` fix
(macOS goes via git-clone fallback, same as Windows), PAT stripping after
clone, explicit error handling, and four rounds of Devin Review fixes
(phantom step references, $PLATFORM re-detection, heredoc/awk line-count
sync). Cuts 0.21.0.

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

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

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

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

Cuts release 0.19.0. See CHANGELOG for full notes incl. Known Limitations.
2026-04-29 22:06:30 +02:00
ZdenekSrotyr
514fe2c8b6
chore(release): cut 0.18.0
Bundles #119 (BigQuery register-table M1), #126 (memory tree+duplicates+bulk-edit), #131 (Google groups prefix filter, BREAKING — auto-Everyone removed).
2026-04-29 14:34:58 +02:00
ZdenekSrotyr
995e4cd366
fix(scheduler): HTTP marketplaces job + SCHEDULER_API_TOKEN shared secret (#127)
* fix(scheduler): HTTP marketplaces job + SCHEDULER_API_TOKEN shared secret

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Co-Authored-By: Devin <158243242+devin-ai-integration[bot]@users.noreply.github.com>
2026-04-29 09:18:55 +02:00
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
ZdenekSrotyr
2e1dfb7553
feat(v2): claude-driven fetch primitives + 0.14.0 (#102)
Replaces the BigQuery wrap-view pattern with a discovery + scoped-fetch toolkit driven by the analyst's Claude session. Adds /api/v2/{catalog,schema,sample,scan,scan/estimate}, da catalog/schema/describe/fetch/snapshot/disk-info CLI commands, sqlglot-backed WHERE validator, process-local quota tracker, agent rails skill (cli/skills/agnes-data-querying.md). BREAKING: BQ wrap views off by default — set data_source.bigquery.legacy_wrap_views=true for one cycle. Backward-compat field_validator on primary_key. Catalog cache now matches documented 300s TTL with RBAC fresh per request. Cuts release v0.14.0.
2026-04-29 01:07:19 +02:00
ZdenekSrotyr
a222f92e70
feat(admin): server configuration editor + 0.13.0 (#107)
Adds /admin/server-config UI for editing instance.yaml from the web. Hardening: SSRF gate on data_source URLs, narrow-overlay write strategy, atomic writes, audit log with secret masking on shape changes, threading lock on read-modify-write, corrupt-overlay refusal on write side + louder log on read side, modal Promise resolution on backdrop dismiss, sentinel scrub on save (defense-in-depth client+server). Bundles Windows PowerShell wrapper from #80. Cuts release v0.13.0.
2026-04-29 00:47:23 +02:00
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
5c54320f75 chore(release): cut 0.12.0
Pre-1.0 SemVer convention: BREAKING changes land in MINOR. This release is
heavy on those — RBAC v13 schema rewrite, schema v14 FK constraints,
marketplace admin god-mode drop, internal_roles/group_mappings/user_role_grants
tables removed, exit code 2 from Keboola extractor (partial fail), Script API
admin-only, scripts/grpn/ → scripts/ops/.

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

Tag the merge commit as v0.12.0 + push the tag after merge to main.
2026-04-28 14:25:13 +02:00
Vojtech Rysanek
7147bac079 feat(rbac+marketplace): schema v14 FK + AGNES_ENABLE_TABLE_GRANTS + break-glass CLI
Follow-up to the RBAC v13 + marketplace work in the parent commit. Addresses
deferred Devin findings, gemini-flagged blockers, and adds three guard rails.

== Schema v14 — FK constraints on user_group_members + resource_grants ==
Adds DuckDB foreign-key constraints so cascade deletes can no longer leave
orphaned member / grant rows pointing at a deleted group_id (which were
relying on application-level cascades up to v13). Migration is RENAME →
CREATE-with-FK → INSERT → DROP, wrapped in BEGIN TRANSACTION so a partial
failure rolls back without leaving the DB at a half-applied schema.

== AGNES_ENABLE_TABLE_GRANTS feature flag (default off) ==
ResourceType.TABLE was shipped in the parent commit as listing-only — admins
can record grants but runtime enforcement still flows through legacy
dataset_permissions. To avoid the misleading-UX surface area, the chip is
hidden from /admin/access and POST /api/admin/grants returns 422 with the
env-var name in detail until the operator opts in. Existing TABLE rows in
resource_grants stay listable + deletable so cleanup is never blocked.

Helpers: is_resource_type_enabled(rt), enabled_resource_types().

== Break-glass admin CLI ==
`da admin break-glass <user>` adds the user to the Admin user_group with
source='system_seed' regardless of RBAC state. Bypasses authentication —
relies on filesystem access to ${DATA_DIR}/state/system.duckdb implying
host-level trust. Recovery path when the operator has locked themselves
out of /admin/access.

== Devin round-2 fixes (deferred on b4ec4c4) ==
- src/repositories/user_groups.py — narrow update() guard from blocking any
  mutation on system groups to blocking name change only. Description edits
  now pass through. Endpoint pre-check stays as defense-in-depth. Prior
  behavior surfaced as a misleading 409 'Cannot rename a system group' on
  description-only PATCH.
- app/api/access.py:delete_group — wrap cascade DELETEs + repo.delete in
  BEGIN TRANSACTION / COMMIT / ROLLBACK. Prevents orphan rows if any
  DELETE fails after the user_groups row is gone.
- app/marketplace_server/{packager,router}.py — split compute_etag_for_user()
  from build_zip(); router resolves etag first and 304-shorts before any
  file read or ZIP_DEFLATED. In-process cachetools.TTLCache (default 120s,
  env-tunable via AGNES_MARKETPLACE_ETAG_TTL, set 0 to disable).
  invalidate_etag_cache() called by sync to force re-hash on content drift.

== Tests ==
- TestTableGrantsFeatureFlag (4 cases) — endpoint exclude/include, grant
  rejection/acceptance under the flag.
- test_v12_to_v13_finalize_rollback_on_failure — destructive: monkeypatches
  _seed_system_groups to raise mid-transaction, asserts schema_version stays
  at 12, legacy tables intact, new tables empty (rollback fired). Then
  restores the real function and asserts the retry succeeds.
- test_update_system_group_description_allowed,
  test_update_system_group_same_name_no_op — repo-level coverage of the
  narrowed guard.
2026-04-28 14:25:13 +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
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
2099bb816e
release(0.11.1): hotfix the missed CADDY_TLS passthrough + changelog discipline (#67)
Patch release containing the two follow-up changes from 0.11.0:

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

The discipline rule itself caused this release to exist: writing the
[Unreleased] entry made the missed fix obvious, which is exactly the
feedback loop the rule is supposed to create.
2026-04-26 01:52:08 +02:00
Petr Simecek
598f186eb1
release(0.11.0): reset to pre-1.0 semver + first changelog (#58)
The version = "2.x" strings in earlier pyproject.toml snapshots were
arbitrary placeholders from the initial scaffold (cookiecutter default),
not a reflection of API maturity. Resetting to 0.11.0 to signal pre-1.0
status: public surface (CLI flags, REST endpoints, instance.yaml schema,
extract.duckdb contract) may still shift between minor versions.

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

CHANGELOG.md replaces the old CalVer draft format with Keep a Changelog
+ semver. The 0.11.0 entry curates everything currently in main:
- Auth: Workspace groups, password reset, PAT, magic-link, seed admin pwd
- Deploy: keboola-deploy workflow, Caddy/LE/cert-file TLS, dev_instances
  TLS, optional Google OAuth from SM, LOCAL_DEV_MODE, /setup wizard
- CLI: wheel distribution, auto-update, --version, --dry-run, gzip
- Data: remote query (BQ+DuckDB), business metrics, OpenAPI snapshot test
- Security: padak-security.md audit batch + urllib3 + argon2-cffi
- Two BREAKING items called out (Caddy profile rename, Caddyfile default
  cert mode flipped to cert-file)
2026-04-26 01:05:55 +02:00
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
dependabot[bot]
6e93461918
chore(deps): bump python-multipart from 0.0.24 to 0.0.26
Bumps [python-multipart](https://github.com/Kludex/python-multipart) from 0.0.24 to 0.0.26.
- [Release notes](https://github.com/Kludex/python-multipart/releases)
- [Changelog](https://github.com/Kludex/python-multipart/blob/master/CHANGELOG.md)
- [Commits](https://github.com/Kludex/python-multipart/compare/0.0.24...0.0.26)

---
updated-dependencies:
- dependency-name: python-multipart
  dependency-version: 0.0.26
  dependency-type: direct:production
...

Signed-off-by: dependabot[bot] <support@github.com>
2026-04-21 13:26:19 +00:00
dependabot[bot]
043ae4b378 chore(deps): bump authlib from 1.6.9 to 1.6.11
Bumps [authlib](https://github.com/authlib/authlib) from 1.6.9 to 1.6.11.
- [Release notes](https://github.com/authlib/authlib/releases)
- [Changelog](https://github.com/authlib/authlib/blob/v1.6.11/docs/changelog.rst)
- [Commits](https://github.com/authlib/authlib/compare/v1.6.9...v1.6.11)

---
updated-dependencies:
- dependency-name: authlib
  dependency-version: 1.6.11
  dependency-type: direct:production
...

Signed-off-by: dependabot[bot] <support@github.com>
2026-04-17 00:41:27 +00:00
ZdenekSrotyr
510608813c test: add shared test infrastructure (fixtures, factories, assertions, mocks)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-12 11:05:35 +02:00
ZdenekSrotyr
86fe4b411d fix: upgrade urllib3 1.26→2.6.3 — resolves all 4 Dependabot security alerts
Removed kbcstorage from all dependency groups (optional + dev) so urllib3
is no longer pinned to <2.0. Legacy Keboola client is available via
manual install: pip install kbcstorage
2026-04-09 14:53:30 +02:00
ZdenekSrotyr
809448e02b fix: move kbcstorage to optional dep — unblocks urllib3 security updates
kbcstorage pins urllib3<2.0.0 which blocks Dependabot security patches.
Moved to [project.optional-dependencies] keboola-legacy since the primary
extraction path uses the DuckDB Keboola extension, not kbcstorage.
Legacy fallback uses lazy import — app works without it installed.
2026-04-09 14:46:50 +02:00
ZdenekSrotyr
0279cc06fa refactor: consolidate deps into pyproject.toml, remove requirements.txt
- All dependencies now in pyproject.toml [project.dependencies]
- Dev/test deps in [project.optional-dependencies] dev and [tool.uv]
- Dockerfile uses uv pip install . from pyproject.toml
- CI uses uv pip install ".[dev]"
- Deleted requirements.txt and requirements-dev.txt
- Updated README, CLAUDE.md install instructions
- Enhanced .dockerignore (exclude tests, docs, infra from image)
2026-04-09 13:17:59 +02:00
ZdenekSrotyr
224635b88d security: fix auth (argon2, cookie, JWT), CORS, session middleware, pyproject.toml 2026-04-08 12:08:52 +02:00
ZdenekSrotyr
5ee12d78e7 refactor: final cleanup — delete legacy auth, clean deps, fix hash, migrate to uv
- Delete root auth/ directory (legacy Flask providers, orphaned)
- Clean requirements.txt: remove Flask, gunicorn, authlib, sendgrid,
  anthropic, openai, argon2-cffi (9 unused deps)
- Fix hash computation in orchestrator: MD5 of parquet mtime+size
  (CLI sync now skips unchanged tables correctly)
- Migrate pip → uv in CLAUDE.md, scripts/init.sh, pyproject.toml
- Sync pyproject.toml dependencies with requirements.txt

578 tests passing.
2026-03-31 19:18:30 +02:00
ZdenekSrotyr
3701130a11 feat: add Docker, CLI tool, scheduler, and agent skills
- Dockerfile (uv-based) + docker-compose.yml (3 services)
- CLI tool 'da' with commands: auth, sync, query, status, admin, diagnose, skills
- Scheduler sidecar service (replaces systemd timers)
- pyproject.toml for uv distribution
- Built-in skills (setup, troubleshoot) for AI agents
- 17 CLI tests, 75 total tests passing
2026-03-27 15:30:03 +01:00