* 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).
- services/telegram_bot/config.py: NOTIFICATIONS_DIR now uses DATA_DIR fallback
- src/profiler.py: DATA_DIR now uses main DATA_DIR env var instead of PROFILER_DATA_DIR
- services/telegram_bot/dispatch.py: WS_GATEWAY_SOCKET_PATH now uses WS_GATEWAY_SOCKET env var
Add admin curation layer between AI extraction and knowledge distribution.
Admins (km_admin flag in instance.yaml) can approve, reject, mandate, and
revoke knowledge items. Mandatory items distribute to all targeted users
automatically.
Three governance modes (configurable per instance):
- mandatory_only: admin controls everything, no user voting
- admin_curated: admin controls, users vote as feedback signal
- hybrid: mandatory from admin + optional from user voting
Three approval workflows:
- review_queue: nothing published without admin approval
- auto_publish: items go live immediately, admin intervenes retroactively
- threshold: confidence-based auto-publish (Phase 5)
Includes:
- 9 admin action functions (approve/reject/mandate/revoke/edit/batch/...)
- 11 new admin API endpoints under /api/corporate-memory/admin/
- Immutable audit log (audit.jsonl)
- Audience targeting via groups
- Automatic migration of existing items to "approved" status
- km_admin_required auth decorator
- 69 tests covering all governance logic
- Backward compatible: no config = legacy wiki behavior
Replace hardwired Anthropic API calls with a pluggable provider system.
Each deployment configures its AI provider in instance.yaml — switching
between Anthropic, LiteLLM, OpenRouter, or any OpenAI-compatible proxy
is a config change, not a code change.
New connectors/llm/ module:
- StructuredExtractor Protocol with extract_json() interface
- AnthropicExtractor: direct Anthropic SDK with retry + backoff
- OpenAICompatExtractor: any OpenAI-compatible proxy with three-layer
structured output fallback (json_schema -> json_object -> prompt)
- Configurable structured_output policy (strict/json/auto)
- Custom exception hierarchy (auth/rate_limit/timeout/format/refusal)
- Zero secrets in logs: no API keys, prompts, or responses logged
Reviewed by: Google Gemini, Claude Sonnet, OpenAI GPT-5.4.
Security audit passed with all critical findings resolved.
data-refresh.service: use /tmp instead of /tmp/data_analyst_staging in
ReadWritePaths — the subdirectory may not exist at service start, causing
mount namespace setup to fail before any Exec* directive runs.
deploy.sh: fix typo services/corporate-memory -> services/corporate_memory
so the mkdir conditional actually matches the repo directory name.
deploy.sh: add ReadWritePaths validation loop that auto-creates any missing
directories listed in installed .service files before daemon-reload. This
acts as a safety net against future NAMESPACE failures from new services.
- New sync_schedule and profile_after_sync fields in TableConfig
(formats: "every 15m", "every 1h", "daily 05:00")
- New src/scheduler.py with schedule evaluation logic (is_table_due)
- New --scheduled mode in data_sync.py: only syncs tables that are due,
respects profile_after_sync flag, auto-restarts webapp after profiling
- Systemd timer+service for data-refresh (every 15 min)
- Systemd timer+service for catalog-refresh (every 15 min)
- deploy.sh enables new timers automatically
- Complete table config reference in data_description.md.example
- 58 new scheduler tests
Extract 4 self-contained services into services/ module:
- server/telegram_bot/ -> services/telegram_bot/
- server/ws_gateway/ -> services/ws_gateway/
- server/corporate_memory/ -> services/corporate_memory/
- server/session_collector.py -> services/session_collector/
Each service now has its own systemd/ directory with .service and .timer files.
deploy.sh updated to auto-discover service units from services/*/systemd/*.
server/ now contains only deployment infrastructure (deploy.sh, setup scripts,
bin/ management tools, sudoers, nginx config).
All imports updated: webapp/app.py, server/bin/ scripts, systemd ExecStart paths.
