Commit graph

74 commits

Author SHA1 Message Date
ZdenekSrotyr
92d477e422 fix(setup): default /setup to analyst, hide admin tile from non-admins
Three coupled UX fixes for the analyst-onboarding flow:

1. Dashboard "Setup a new Claude Code" CTA was rendering admin paste
   prompt for everyone (analysts couldn't actually execute the marketplace
   plugin install / skills setup steps). render_agent_prompt_banner now
   picks role based on user.is_admin — analysts get the analyst flow.

2. /setup default role changed from admin to analyst. Most visitors are
   analysts; admin layout is opt-in via the admin tile or ?role=admin.

3. Admin tile is admin-only on the role-tile nav. Non-admins see only
   the analyst tile. Server-side: non-admin requesting ?role=admin is
   silently downgraded to analyst (otherwise they'd see admin paste
   prompt despite no tile).

Tests:
- New: test_setup_page_admin_tile_hidden_for_non_admin (anonymous client
  can't see "Admin CLI" or role=admin link)
- New: test_setup_page_admin_role_downgraded_for_non_admin (anonymous
  ?role=admin → analyst layout, no marketplace step in clipboard)
- New: test_install_preview_default_role_is_analyst (admin signing in to
  bare /setup gets analyst clipboard by default)
- Renamed: test_setup_page_default_role_is_admin → ..._is_analyst
- Updated: test_setup_page_admin_clipboard_renders_admin_layout uses
  FastAPI dependency_overrides to inject admin user (admin layout is
  now admin-gated)
- Updated: test_install_preview_visible_for_signed_in_user explicitly
  passes ?role=admin to exercise admin layout
2026-05-04 20:20:37 +02:00
ZdenekSrotyr
a92c624dba feat(admin): yellow banner for legacy CLI verbs in workspace-prompt override 2026-05-04 17:46:50 +02:00
ZdenekSrotyr
8091620d33 fix(setup): role-aware clipboard render + JSON-escape ROLE injection
Two Task 4 review fixes for app/web/templates/install.html:

1. JSON-escape `ROLE` JS const via `{{ role | tojson }}` (defense in
   depth — removes the dependency on Jinja autoescape semantics for JS
   contexts; FastAPI's Literal validator already constrains role values).

2. Verify the analyst tile's clipboard payload is the analyst layout.
   The pre-existing role-aware plumbing (compute_default_agent_prompt
   threading role into setup_instructions_lines, picked up by the JS
   SETUP_INSTRUCTIONS_TEMPLATE array) was correct; adding regression tests
   that pin to the JS clipboard block specifically so a future inversion
   would fail loudly.

Tests: analyst clipboard contains `agnes init` + `agnes catalog` and
NOT `agnes auth import-token` / `agnes skills`; admin clipboard is the
inverse. Plus an explicit assertion that ROLE is rendered via tojson.
2026-05-04 17:43:46 +02:00
ZdenekSrotyr
7965f8021d fix(setup): role-aware PAT scope+TTL in setupNewClaude JS (Task 4 spec fix) 2026-05-04 17:34:30 +02:00
ZdenekSrotyr
f731ee7897 feat(setup): /setup?role=analyst|admin branching with role tiles 2026-05-04 17:28:47 +02:00
ZdenekSrotyr
54f83c281c test(setup): I1+I2 review fixes — AGNES_WORKSPACE.md alignment + step-number pin 2026-05-04 17:23:15 +02:00
ZdenekSrotyr
ae00945cbf fix(setup): clean stale 'da' refs in setup_instructions.py (Task 0.5 missed sweep) 2026-05-04 17:19:55 +02:00
ZdenekSrotyr
29e28ccbd3 feat(setup): add analyst role to install-prompt renderer 2026-05-04 17:17:59 +02:00
ZdenekSrotyr
1563b05f2e refactor(cli): hard-cutover env vars + config dir to AGNES_*
Task 0.5 of clean-analyst-bootstrap. Greenfield rewrite — no fallback,
no aliases. Existing dev environments lose their cached PAT and must
re-authenticate.

Env var renames (hard cutover):
- DA_CONFIG_DIR    -> AGNES_CONFIG_DIR
- DA_SERVER        -> AGNES_SERVER
- DA_SERVER_URL    -> AGNES_SERVER_URL  (test-only stale ref, not in spec)
- DA_NO_UPDATE_CHECK -> AGNES_NO_UPDATE_CHECK
- DA_LOCAL_DIR     -> AGNES_LOCAL_DIR
- DA_TOKEN         -> AGNES_TOKEN
- DA_STREAM_RETRIES -> AGNES_STREAM_RETRIES

Config dir rename: ~/.config/da/ -> ~/.config/agnes/ (across code,
comments, docstrings, error messages, install templates, dev scripts).

Stale `da X` references in CLI source (and adjacent app/, tests/):
swept docstrings, comments, help text, and error messages where the
verb survives the rewrite (init, pull, push, catalog, status, diagnose,
auth, admin, skills, query, schema, describe, explore, disk-info,
snapshot, login, logout, whoami, server, setup) and replaced `da X`
with `agnes X`. Intentionally kept `da sync`, `da fetch`, `da analyst`,
`da metrics` — those verbs are removed in later tasks; the legacy
strings will be detected by `_LEGACY_STRINGS` (added in Task 2).

Test fixes:
- TestCLIVersion now asserts output starts with `agnes ` (was `da `).

Test results: 2675 passed, 25 skipped (full pytest run, excluding 9
pre-existing test_db.py / test_user_management.py / test_e2e_extract.py
/ test_cli_binary_rename.py failures unrelated to this rename).
2026-05-04 16:35:44 +02:00
ZdenekSrotyr
1263b80726 fix(query): #168 review — concurrent-slot wraps execute, doc/JS fixes
Devin Review on PR #168 found 5 issues — all real, all addressed.

🚩 ANALYSIS_001 (architectural): concurrent-slot guard didn't protect
actual BQ query execution. Earlier `_enforce_remote_bq_quota_and_cap`
ran dry-run + cap check inside `with quota.acquire(user_id):`, then
returned — releasing the slot BEFORE `analytics.execute(...)` ran. Spec
§4.3.3 explicitly designs the slot to wrap execute so the per-user
concurrent cap limits BQ scans, not just dry-runs.

Refactor to a context manager `_bq_quota_and_cap_guard`. Caller's `with`
block now holds the slot through dry-run, cap check, the actual
`analytics.execute(...)` (which is what triggers the BQ scan when DuckDB
resolves the master view), AND the post-flight record_bytes. Slot
released only when caller's `with` body exits.

🟡 BUG_001: placeholder JS walked `original` (full GET payload root)
instead of `original.sections`. `placeholder_from: ["data_source",
"bigquery", "project"]` is a section-relative path, so billing_project
placeholder NEVER rendered. Fix: walk `original.sections` (with fallback
to `original` for safety).

🟡 BUG_002 + BUG_003: admin_tables.html register and edit modals'
operator help text referenced `max_bytes_per_remote_query` (the old
name from the spec) but the actual config key is `bq_max_scan_bytes`
after the fix-up commit `6423888d` moved it. Replace both occurrences.

🟡 BUG_004: CHANGELOG entry said `api.query.bq_max_scan_bytes` (the
old path) but the read at app/api/query.py:53 is
`get_value("data_source", "bigquery", "bq_max_scan_bytes", ...)`. An
operator who set it under `api.query` in their yaml would have no
effect. Correct path in CHANGELOG.

All 95 #160-affected tests pass after the changes.
2026-05-04 13:28:03 +02:00
ZdenekSrotyr
39bdc1ff45 feat(admin): #160 BQ test-connection endpoint + billing_project placeholder UI
Closes the operator-side half of the reporter's loop. The CLI fix in
the previous commit makes USER_PROJECT_DENIED errors readable to
analysts; this commit lets admins verify reachability proactively
from /admin/server-config without waiting for analyst reports.

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

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

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

Tests: 6 endpoint cases + 1 placeholder payload test = 7 GREEN. 62
total across the affected admin server-config test files.
2026-05-04 10:31:35 +02:00
ZdenekSrotyr
9d0e4e687d refactor(bq): #160 remove legacy_wrap_views config knob (always-wrap)
Now that VIEW/MATERIALIZED_VIEW always wrap via bigquery_query() (the
prior `legacy_wrap_views=True` branch behavior, made unconditional in
the previous commit), the toggle has no semantic meaning and is removed
across the codebase.

Production code:
- app/api/admin.py: drop the field from _OPTIONAL_FIELDS["data_source"]
  ["bigquery"]["fields"] and from _BQ_OPTIONAL_FIELD_DEFAULTS, plus the
  comment block above the defaults dict.
- config/instance.yaml.example: drop the example snippet.
- src/orchestrator.py: update the inner-objects skip-branch comment to
  reflect the new BQ behavior (the skip itself stays — keboola
  use_extension=False still inserts _meta rows without inner views).
- app/web/templates/admin_tables.html: rewrite operator copy in the
  register and edit forms to reflect always-wrap.

Tests:
- tests/test_admin_server_config.py (TestServerConfigBigQueryFields):
  flip assertions from "field IS present" to "field NOT present" on
  legacy_wrap_views. Drop the test_post_persists_legacy_wrap_views test
  since the field no longer exists.
- tests/test_admin_server_config_known_fields.py: same flip on the
  known-fields registry assertion.
- tests/test_bigquery_extractor.py: drop the obsolete
  test_view_entity_does_not_create_master_view_by_default (asserted the
  bug we fixed) and test_legacy_wrap_views_toggle_restores_old_behavior
  (toggle no longer meaningful). Update remaining test docstrings.

Operators with `legacy_wrap_views: true` set in their overlay get the
new (equivalent) behavior automatically — the unrecognized key is
silently ignored by the YAML loader. Operators with `false` get the
issue-#160 fix as a behavior change, not a regression.

Spec gate updated: production code grep gate
  grep -rn 'legacy_wrap_views' connectors app src config cli
must return zero. tests/ excluded — historical "removed in #160"
breadcrumbs and `assert "X" not in fields` regression guards retained
as anti-regression signals.
2026-05-04 10:31:35 +02:00
ZdenekSrotyr
955b56608d feat(api,web,cli): /admin/workspace-prompt + /api/welcome restored + da analyst writes CLAUDE.md
- app/api/claude_md.py: GET /api/welcome (analyst, auth required); GET/PUT/DELETE
  /api/admin/workspace-prompt-template; POST …/preview; two-pass Jinja2 validation
  on PUT; validation stub mirrors build_claude_md_context() shape
- app/main.py: register claude_md_router
- app/web/router.py: GET /admin/workspace-prompt → admin_workspace_prompt.html
- app/web/templates/admin_workspace_prompt.html: CodeMirror editor + live preview +
  status chip + reset modal; mirrors admin_welcome.html for Agent Setup Prompt
- app/web/templates/_app_header.html: add "Agent Workspace Prompt" nav item next to
  "Agent Setup Prompt"; extend _admin_active to cover /admin/workspace-prompt
- cli/commands/analyst.py: _init_claude_workspace now accepts server_url + token;
  _write_claude_md fetches GET /api/welcome, writes CLAUDE.md, graceful 404/5xx;
  setup command adds --no-claude-md flag to opt out; default = write CLAUDE.md
- tests: test_claude_md_api.py (16 tests); test_analyst_bootstrap.py updated with
  4 new CLAUDE.md bootstrap tests; test_welcome_template_api.py: update stale
  assertion about /api/welcome being removed (endpoint restored)
- tests/snapshots/openapi.json: regenerated
2026-05-03 22:44:14 +02:00
ZdenekSrotyr
9ad7856f72 fix(devin-review): dashboard CTA respects override; PUT validates anon path
Finding #1: _build_context now routes through render_agent_prompt_banner when
a DB connection is available, so both /setup and the /dashboard clipboard CTA
always reflect the admin override (or the live default when no override is set).
Previously _build_context unconditionally used resolve_lines(), ignoring the
welcome_template override for the dashboard JS array.

Finding #2: PUT /api/admin/welcome-template now performs a second render pass
with user=None (anonymous stub) after the authenticated-user pass. Templates
that reference user.* fields without an {% if user %} guard are rejected with
a clear 400 error explaining the anon-visitor breakage.
2026-05-03 21:45:32 +02:00
ZdenekSrotyr
61ef0d0eed fix(devin-review): address 4 findings on PR #167
- Fix #1: _detect_existing_project now checks .claude/settings.json for
  "da sync" marker instead of deleted CLAUDE.md; update tests accordingly.
- Fix #2: preview endpoint uses autoescape=False to match /setup rendering;
  align render_agent_prompt_banner in welcome_template.py to the same.
- Fix #3: apply _sanitize_banner_html to override render path in setup_page
  so all render paths sanitize consistently.
- Fix #4: move .setup-link-banner into the existing-user branch where
  account_details.last_sync_display is reachable; remove dead copy from
  new-user branch.
2026-05-03 21:15:01 +02:00
ZdenekSrotyr
bcb62ff4e2 fix(ui): tighten dashboard token row gap; lift editor/preview labels above panes 2026-05-03 19:51:34 +02:00
ZdenekSrotyr
05f12b416d fix(ui): dashboard token row alignment + match editor/preview heights 2026-05-03 19:23:50 +02:00
ZdenekSrotyr
dc931a6556 feat(admin-prompt): default = live setup script; override replaces /setup content
The /admin/agent-prompt editor now pre-fills with the full bash bootstrap
script from setup_instructions.resolve_lines() instead of being empty.
When an admin saves an override it replaces the default everywhere — the
/setup page display and the dashboard clipboard CTA — rather than adding a
banner above the auto-generated commands.

GET /api/admin/welcome-template now returns a `default` field with the live
computed script so the editor always shows meaningful starting content.

{server_url} and {token} single-brace placeholders survive Jinja2 rendering
and are substituted by JavaScript at clipboard-copy time as before.

Preview pane switches to textContent (not innerHTML) since content is bash.
2026-05-03 16:31:35 +02:00
ZdenekSrotyr
c4d23cf235 feat(admin-prompt): update editor UX + docs for banner context
- admin_welcome.html: update subtitle, description, placeholder cheatsheet
  (drop tables/metrics/marketplaces/sync_interval; add user-null note and
  security note). Textarea initial value is now empty (no default template
  to show). Preview pane uses innerHTML (HTML output). refreshStatus sets
  editor to empty when no override. Preview pane styled as light surface.
  Reset modal copy updated (no banner shown, not "OSS-shipped template").
- config/claude_md_template.txt: deleted (markdown template is gone;
  default is now no banner).
- docs/agent-setup-prompt.md: rewritten for variant C — describes the
  /setup banner, smaller placeholder table, security/sanitization notes,
  anonymous-user guard, example HTML snippet.
2026-05-03 16:12:13 +02:00
ZdenekSrotyr
8db4c1645b feat(admin-prompt): variant C — banner on /setup, drop CLAUDE.md generation
- src/welcome_template.py: rewrite as HTML banner renderer
  (render_agent_prompt_banner); drop _list_tables, _metrics_summary,
  _marketplaces_for_user, render_welcome, _load_default_template.
  build_context now exposes only instance/server/user/now/today.
  _sanitize_banner_html strips script/iframe/on*/javascript: post-render.
- app/api/welcome.py: drop get_welcome handler, WelcomeResponse, old
  _VALIDATION_STUB_CONTEXT. Admin endpoints stay at same URLs; validation
  stub updated to match new slim context. Preview now uses autoescape=True.
- app/web/router.py: setup_page calls render_agent_prompt_banner and passes
  banner_html to install.html; admin_agent_prompt_page drops _load_default_template.
- app/web/templates/install.html: add .setup-banner CSS + banner block above hero.
- cli/commands/analyst.py: replace _generate_claude_md with _init_claude_workspace;
  no CLAUDE.md written, only .claude/CLAUDE.local.md placeholder + settings.json hooks.
- tests: delete test_cli_analyst_welcome.py (tests deleted endpoint/function);
  rewrite TestGenerateClaudeMd → TestInitClaudeWorkspace; update api test to
  assert /api/welcome returns 404 and remove welcome-fetch tests.
2026-05-03 16:12:13 +02:00
ZdenekSrotyr
60386b9c3c polish: drop dead CSS, fix docstring drift, add agent-prompt route test 2026-05-03 16:12:13 +02:00
ZdenekSrotyr
ecb6c35ad5 feat(admin): rename /admin/welcome to /admin/agent-prompt (Agent Setup Prompt)
Rename the welcome prompt editor from /admin/welcome to /admin/agent-prompt
and update all UI labels to "Agent Setup Prompt". API endpoint URLs are
unchanged (PUT/GET/DELETE /api/admin/welcome-template, GET /api/welcome).

- Nav menu: "Welcome prompt" → "Agent Setup Prompt", href updated
- Page title and h2 updated in admin_welcome.html
- Error message hint in app/api/welcome.py updated to /admin/agent-prompt
- Dashboard: replace inline <details> preview of _claude_setup_instructions
  with a simple link to /setup (Task C)
- docs/welcome-template.md renamed to docs/agent-setup-prompt.md; internal
  references to /admin/welcome updated
- OpenAPI snapshot path updated
- Tests updated to reflect new route and removed inline preview
2026-05-03 16:12:13 +02:00
ZdenekSrotyr
c7b14fb120 feat(admin): drop setup_banner feature; consolidate into single editor
Remove the setup_banner feature (admin-editable /setup page banner) and
all associated code: API router, repository, renderer, admin template,
tests, and docs. The setup_page handler no longer calls render_setup_banner;
the install.html template no longer renders banner_html. The setup_banner
DuckDB table (v22) is kept intact for forward-compat with already-migrated
instances — only the application code is removed.

CHANGELOG updated: setup_banner bullets removed; Agent Setup Prompt
(welcome-template feature) now stands alone as the single editable prompt.
2026-05-03 16:12:13 +02:00
ZdenekSrotyr
b0ec842804 feat(admin-ui): SRI + CDN fallback for CodeMirror, 301→302 on /install, error sanitization
- Add integrity= + crossorigin= to all 4 cdnjs tags in admin_welcome.html
  and admin_setup_banner.html (I-1)
- Add graceful CDN fallback: when CodeMirror is undefined (SRI mismatch or
  CDN down), degrade to styled plain textarea with polyfill editor interface
  so save/reset/preview still work (I-1)
- Replace fixed 480px editor height with calc(100vh - 320px) for
  viewport-relative sizing; add min-height: 480px to .welcome-editor-col (M-8)
- Change /install redirect from 301 to 302 to prevent indefinite browser
  caching (I-5)
- Sanitize Jinja2 error detail in /api/welcome 500 response: log full error
  server-side, return generic detail pointing at /admin/welcome (M-7)
- Hoist build_context import to module level in app/api/welcome.py (M-11)
2026-05-03 16:12:13 +02:00
ZdenekSrotyr
39146288e1 feat: admin-editable setup_banner on /setup page (schema v22)
Adds an optional Jinja2/HTML banner displayed above the bootstrap
commands on /setup. Empty by default; admin authors it at
/admin/setup-banner. autoescape=True — safe for HTML context.
Render failures return "" so a broken banner never breaks /setup.

Schema v22: setup_banner singleton table, auto-migration v21→v22.
2026-05-03 16:12:13 +02:00
ZdenekSrotyr
40d221f20a feat(admin-welcome): CodeMirror editor + live preview pane 2026-05-03 16:12:13 +02:00
ZdenekSrotyr
4bcdc4e7d7 feat(dashboard): link Claude Code setup CTA to /setup page 2026-05-03 16:12:13 +02:00
ZdenekSrotyr
85967e14ca feat(web): rename /install → /setup; nav label 'Setup local agent'
- Add GET /setup serving install.html (CLI + Claude Code setup page)
- Add GET /install → 301 redirect to /setup for backwards compat
- Move first-time setup wizard from /setup to /first-time-setup
- Update nav link: href=/setup, label 'Setup local agent', active on both /setup and /install paths
- Update page <title> to 'Setup local agent — …'
- Update /dashboard and /setup comment in _claude_setup_instructions.jinja
- Update tests and OpenAPI snapshot accordingly
2026-05-03 16:12:13 +02:00
ZdenekSrotyr
92fd78cfb4 fix(admin-welcome): redesign with peer chrome, toast, btn-copy 2026-05-03 16:12:13 +02:00
ZdenekSrotyr
ecaa113c68 fix(admin-welcome): credentials: include, real-content preview, refresh after mutate 2026-05-03 16:10:48 +02:00
ZdenekSrotyr
2b3048f77f feat(web): /admin/welcome editor page 2026-05-03 16:10:48 +02:00
ZdenekSrotyr
df7f5b1d9a feat(admin-ui): /admin/server-config known-fields registry + structured nested editor
Today /admin/server-config renders fields by iterating Object.keys(payload) on the YAML value — if a key isn't in instance.yaml, the operator can't see it. They have to know to type it via the JSON-patch textarea (which only renders for empty sections) or SSH and edit YAML.

Adds a known-fields registry (`_KNOWN_FIELDS` in app/api/admin.py) the UI consumes alongside the YAML payload. Renderer shows BOTH:
  - existing fields (from YAML) with current value
  - known-but-unset fields with dashed-border placeholder + hint, ready to fill in

Renderer (`renderField`, `renderSection`, `collectSection`):
  - kind="string"|"secret"|"bool"|"int"|"select"|"object"|"array"|"map" — picks input type
  - kind="object" with `fields` — recursive structured form, arbitrary depth (corporate_memory needs 3-4 levels)
  - kind="array" with `item_kind` — vertical stack of typed inputs + add/remove buttons
  - kind="map" with `key_kind` + `value_kind` — key:value rows + add/remove (used for confidence.base, domain_owners, entity_resolution.entities)
  - data-path encoded as JSON segment array so map keys with embedded dots (e.g. 'user_verification.correction') survive collect → patch round-trip
  - .cfg-field.is-unset CSS — dashed border, muted label, italic hint

Sections newly exposed (added to _EDITABLE_SECTIONS):
  - openmetadata: url, token (secret), cache_ttl_seconds, verify_ssl
  - desktop: jwt_issuer, jwt_secret (secret), url_scheme

Known fields populated for existing sections:
  - data_source.bigquery: billing_project (the cause of the 403 USER_PROJECT_DENIED footgun when SA can read but not bill the data project), legacy_wrap_views (bigquery_query() wrap for VIEWs — issue #101 default off, ON for view-heavy deployments), max_bytes_per_materialize (cost guardrail)
  - data_source.keboola: stack_url, project_id (hints; values already populated)
  - ai: base_url (required for openai_compat), structured_output (select)
  - corporate_memory: full schema from instance.yaml.example — distribution_mode, approval_mode, review_period_months, notify_on_new_items, sources.{claude_local_md,session_transcripts}, extraction.{model,sensitivity_check,contradiction_check}, confidence.{base,modifiers,decay.{mode,half_life_months,decay_rate_monthly,floor}}, contradiction_detection.{enabled,max_candidates}, entity_resolution.{enabled,entities}, domain_owners, domains
  - Known partial: confidence.modifiers is map<string, map<string, float>> — falls through to JSON-textarea with TODO; structured editor for that one shape needs more renderer work

Tests:
  - test_admin_server_config_known_fields — registry envelope shape, smoke fixture
  - test_admin_server_config_renderer_depth — 4-level nested objects, arrays of strings, maps of floats, dotted-key safety
  - test_admin_server_config_corp_memory — full corporate_memory schema, 12 fields incl. nested
  - test_admin_server_config — existing tests adjusted for new shape
2026-05-01 20:27:01 +02:00
ZdenekSrotyr
c63f54d643 feat(admin-ui): /admin/tables per-connector tabs + Keboola materialized parity + form cleanup + Manage access deep link
Replaces the single mixed Jinja-branched form at /admin/tables with a per-connector tab interface and brings Keboola to capability parity with BigQuery.

Tab structure:
  - BigQuery tab: Register modal with two-question radio model (Q1 Live | Synced × Q2 Whole | Custom SQL), Discover datasets / List tables / Use-table-as-base autocomplete buttons, table-vs-view auto-detection hint, per-tab listing filter
  - Keboola tab: same two-question radio (Q2 only — no Live mode for Keboola), Custom SQL textarea against kbc."bucket"."table" for materialized rows
  - Jira tab: read-only listing (Jira is webhook-driven; no Register form)
  - Active tab persists in window.location.hash so refresh keeps the operator in place

Form cleanup (within tabs):
  - Drops the misleading 'Sync Strategy' dropdown — runtime never read it (only profiler.is_partitioned() consumes the value for parquet-layout detection); kept in DB for back-compat (Pydantic deprecated)
  - Adds Sync Schedule input to Keboola Register/Edit (was missing — scheduler honored per-table cron via is_table_due() for every source but the Keboola UI had no surface)
  - Hides Primary Key under <details>Advanced with clarifying hint that it's catalog-metadata only (Agnes does not perform upsert/dedup; every sync is a full overwrite)
  - Drops the Strategy column from the registry listing (every Keboola row defaulted to full_refresh after Strategy was hidden — column was noise)
  - Removes the legacy out-of-tab #registerModal + the legacy global Discovery panel; each tab now owns its own header + Register button + listing div

Edit modal:
  - BigQuery Edit modal physically relocated into <section id="tab-content-bigquery"> (mirrors Phase E Register placement)
  - Keboola Edit modal mirrors Register (same Q2 radio, Discover/List buttons via parameterized helpers)
  - openEditModal(table) dispatches by source_type to the right modal — fixes a quiet bug where Phase F's openEditKeboolaModal was never wired up and Keboola edits silently used the legacy modal

Per-row Manage access deep link:
  - Each row in the per-tab listing has a lock-icon button between Edit and Delete that navigates to /admin/access#table:<table_id>
  - admin_access.html bootstrap reads window.location.hash and pre-fills the resource filter, mirroring the existing ?group=<id> deep-link pattern

Tests:
  - test_admin_tables_tab_ui.py — tab nav, hash persistence, register-button-per-tab, listing partition by source_type, Manage access deep link
  - test_admin_tables_ui_materialized.py — two-question radio (BQ + Keboola), Discover/List/Use-as-base buttons, Edit modal parity, Jira read-only
2026-05-01 20:26:29 +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
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
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
minasarustamyan
c940593a90
feat(auth): Google Workspace group prefix filter + system mapping (#131)
Three new env vars wire the Google OAuth callback to a configurable Workspace prefix and route admin/everyone Workspace groups onto the seeded system rows: AGNES_GOOGLE_GROUP_PREFIX, AGNES_GROUP_ADMIN_EMAIL, AGNES_GROUP_EVERYONE_EMAIL. Login gate redirects users with no prefix-matching group to /login?error=not_in_allowed_group. BREAKING: auto-Everyone membership for new users removed. Admin UI/API are read-only on Google-managed groups. See docs/auth-groups.md.
2026-04-29 14:08:04 +02:00
ZdenekSrotyr
82c5d71d63
feat(memory): #62 — duplicate hints + tree-view + bulk-edit (#126)
Issue #62. Tree view with cross-axis filtering, duplicate-candidate hints (Jaccard score on entity overlap), bulk-edit endpoints (PATCH /api/memory/admin/{id} + POST /api/memory/admin/bulk-update), schema v17 (knowledge_item_relations), full CLI parity (da admin memory tree/edit/bulk-edit/duplicates list/resolve).
2026-04-29 13:55:15 +02:00
ZdenekSrotyr
1824b9dd9c
feat(admin): #108 M1 — BigQuery table registration in UI + CLI (#119)
Issue #108 Milestone 1. Adds BigQuery table registration via /admin/tables UI and `da admin register-table` CLI without hand-editing table_registry. POST /api/admin/register-table/precheck for round-trip validation. --dry-run flag on CLI. Audit-log entries on register/update/unregister. PUT /api/admin/registry/{id} now preserves registered_at (closes #130).
2026-04-29 13:18:31 +02:00
ZdenekSrotyr
6752c4a53e
fix(web): restore admin nav menu items (#122)
v13 RBAC migration nulled users.role and moved admin authority onto user_group_members. Header still gated on session.user.role == 'admin', so admin menu was hidden for everyone. Inject user['is_admin'] via is_user_admin in get_current_user; header reads session.user.is_admin.
2026-04-29 09:09:23 +02:00
ZdenekSrotyr
1baadd172e
fix(ui): render shared header full-width on corporate memory pages (#117)
Move {% include '_app_header.html' %} out of .container-memory (max-width: 1000px)
in corporate_memory.html and corporate_memory_admin.html so the header spans the
viewport, matching dashboard.html. Page content stays constrained by the container.
2026-04-29 07:45:56 +02:00
PavelDo
e1108b6112
feat(memory): corporate memory v1+v1.5 + 0.15.0 (#72)
Adds corporate memory v1 (verification flywheel + contradiction detection + confidence scoring) and v1.5 (audience-based distribution + per-item privacy + admin curation). Server: GET /api/memory/bundle returns mandatory + ranked-approved items within a token budget; POST /api/memory/admin/mandate accepts an audience field gated against user_group_members; /api/memory/stats uses SQL aggregation. CLI: da sync writes received items to .claude/rules/km_*.md. Verification detector extracts knowledge candidates from session JSONL files. Auto-tagging via Haiku when ai: is configured. Adapted from the v9-era branch onto v13/v14 RBAC: _is_privileged_viewer + _effective_groups now query user_group_members JOIN user_groups; require_role(Role.KM_ADMIN) replaced with require_admin (km_admin collapsed into admin). Schema v15: knowledge_items context-engineering columns + knowledge_contradictions + session_extraction_state. Schema v16: verification_evidence. Cuts release v0.15.0 (also bundles #116 /me/debug page).
2026-04-29 07:16:22 +02:00
minasarustamyan
7a06f1a585
feat(auth): /me/debug self-only auth diagnostic page (#116)
Adds /me/debug HTML page rendering the logged-in user's own session state — decoded JWT claims (no raw token, sha256[:12] fingerprint for log correlation), group memberships with sources and bound external_id when present, resource grants effective via those memberships, and a Refetch from Google (dry-run) button that diffs a fresh fetch_user_groups call against the cached user_group_members snapshot. Gated by AGNES_DEBUG_AUTH env var (default off → 404, route existence undetectable in production). Self-only by construction: user_id is read from the validated session, never echoes raw JWT / password hash / full PAT. Tolerates v13 + v14 schemas via information_schema check on users.external_id.
2026-04-29 06:36:28 +02:00
ZdenekSrotyr
2e1dfb7553
feat(v2): claude-driven fetch primitives + 0.14.0 (#102)
Replaces the BigQuery wrap-view pattern with a discovery + scoped-fetch toolkit driven by the analyst's Claude session. Adds /api/v2/{catalog,schema,sample,scan,scan/estimate}, da catalog/schema/describe/fetch/snapshot/disk-info CLI commands, sqlglot-backed WHERE validator, process-local quota tracker, agent rails skill (cli/skills/agnes-data-querying.md). BREAKING: BQ wrap views off by default — set data_source.bigquery.legacy_wrap_views=true for one cycle. Backward-compat field_validator on primary_key. Catalog cache now matches documented 300s TTL with RBAC fresh per request. Cuts release v0.14.0.
2026-04-29 01:07:19 +02:00
ZdenekSrotyr
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
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
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
c25fd41bf7
feat(auth): Google Workspace groups on /profile + tag-triggered Keboola deploy workflow (#56)
* feat(auth): display Google Workspace groups on /profile

- Request cloud-identity.groups.readonly scope in Google OAuth
- Fetch groups via Cloud Identity API after callback; tolerate 4xx
  (non-Workspace tenants) and network errors — never break login
- Store result in Starlette session as google_groups
- Replace /profile redirect with a real profile page rendering
  account details (email, name, role) and the group list; show a
  friendly empty state when no groups are available
- Tests: helper parsing + 403 + exception paths; profile page
  smoke test; updated the old redirect test

* test: remove stale /profile redirect tests

Cherry-pick of Zdeněk's 4f7e4cd ("display Google Workspace groups on
/profile") replaces the /profile redirect with a real profile page —
but only updated one of three tests that expected the old behaviour.

These two tests in test_admin_tokens_ui.py and test_pat.py were left
asserting `/profile → 302 /tokens`, which now returns
`/profile → 302 /login?next=%2Fprofile` for unauth users (the standard
auth guard) or `/profile → 200 HTML` for authenticated users.

Removed both rather than patched — coverage for the new behaviour
already exists in tests/test_auth_providers.py (added by the same
commit). The /tokens render assertions in the deleted test_pat.py case
are redundant with test_admin_tokens_ui.py's own /tokens UI tests.

* fix(auth): Google groups search query needs parent + labels predicates

Cloud Identity Groups Search API returns 400 INVALID_ARGUMENT when the
CEL query lacks the required `parent == 'customers/<id>'` predicate AND
a `'<label>' in labels` membership predicate. Zdeněk's original 4f7e4cd
query had only `member_key_id == '<email>'` — every fetch silently
returned [] and the /profile groups list was always empty.

Fix: build the query with all three required pieces:
  parent == 'customers/my_customer'   (alias = caller's own Workspace
                                       org; no need to look up customer ID)
  member_key_id == '<email>'           (filter to this user's memberships)
  'cloudidentity.googleapis.com/groups.discussion_forum' in labels
                                       (Workspace mailing-list groups —
                                       the common case; security-group
                                       coverage is a follow-up)

Also: log the full error body (not truncated to 200 chars) and the
query string so the next time Google rejects something we can diagnose
in one log line instead of a re-deploy.

Caught when first agnes-dev login completed normally (HTTP 302) but app
log showed `Google groups fetch returned 400 for petr@keboola.com:
{"error":{"code":400,"message":"Request contains an invalid argument."}}`
on the same VM (kids-ai-data-analysis / agnes-dev.keboola.com).

Reference: https://cloud.google.com/identity/docs/reference/rest/v1/groups/search

* feat(web): add Profile link to user dropdown menu

The /profile page (Zdeněk's 4f7e4cd cherry-pick) renders a real profile
view including Google Workspace groups, but had no entry point in the
UI — users could only reach it by typing the URL manually. Add a
"Profile" menu item between the user header (email + role) and
"My tokens" so the page is discoverable.

Side effect: cleaned up the leftover `or _path.startswith('/profile')`
condition on the "My tokens" active class, which dated from the old
/profile → /tokens redirect (removed in c789617). Now each menu item
owns its own active state.

* fix: profile-link tests + .env quoting for CADDY_TLS

Two issues caught by Keboola's first agnes-dev deploy + agnes-auto-upgrade
cron run:

1. tests/test_web_ui.py — two negative assertions ("href=/profile" NOT in
   body) date from when /profile was a redirect-only stub. Now /profile
   is a real page (groups display) AND has a dropdown menu link, so the
   negative assertions flip to positive. Same for ">Profile<" text in
   the non-admin nav test.

2. startup-script.sh.tpl — CADDY_TLS line must be QUOTED in .env, because
   agnes-auto-upgrade.sh sources .env via `set -a; . .env; set +a` and
   bash treats `KEY=value with spaces` as `KEY=value` followed by `with`
   and `spaces` exec attempts. Symptom: cron log spam
   `/opt/agnes/.env: line 14: petr@keboola.com: command not found`,
   the cron exits non-zero, and no auto-upgrade ever happens. Caddy
   itself reads the value fine because docker-compose env_file=.env
   parses key=value properly without shell-evaluating the rest.

   Fix: emit `CADDY_TLS="tls <email>"` instead of `CADDY_TLS=tls <email>`.
   Both the cron source and docker-compose env_file accept the quoted
   form; cron stops failing.

* fix(auth): use searchTransitiveGroups + security label for non-admin user

Three bugs in the original cherry-pick + my prior fix attempt, all caught
by a stdlib probe script (scripts/debug/probe_google_groups.py) run
locally with a Playground-issued OAuth token:

1. Wrong endpoint. `groups:search` is the admin "find groups in org"
   endpoint and 400s for non-admin users regardless of query. Switched
   to `groups/-/memberships:searchTransitiveGroups` which is the
   user-perspective "what groups am I in" endpoint.

2. Wrong label. Querying with `cloudidentity.googleapis.com/groups.discussion_forum`
   returns 403 "Insufficient permissions to retrieve memberships" even
   on the new endpoint — Workspace policy denies non-admin reads of
   discussion-forum groups. Switching to `groups.security` returns 200
   with the actual membership list. Empirically every Workspace group
   at Keboola carries BOTH labels, so the security filter sees the full
   set anyway. Confirmed with the probe script.

3. Wrong response shape. `searchTransitiveGroups` returns
   {"memberships": [...]}, not {"groups": [...]}. Parser updated
   accordingly.

Also adds scripts/debug/probe_google_groups.py — stdlib-only standalone
probe that hits 6 candidate endpoints with a user OAuth token. Saved a
deploy cycle (~10 min) per query iteration; future API-syntax debugging
should start there.

Verified end-to-end: petr@keboola.com login on agnes-dev returns 5
groups (LIC-1PASSWORD, ROLE_ATLASSIAN_*, etc.) via the probe; once
deployed, the same will populate session["google_groups"] and render
on /profile.

* test(auth): update Google groups parser fixture to match searchTransitiveGroups shape

Mock payload was `{"groups": [...]}` (the shape `groups:search` returns).
After switching to `groups/-/memberships:searchTransitiveGroups` in the
prior commit, the actual response is `{"memberships": [...]}` and the
parser iterates that key. Test now mirrors the real shape.

The per-item structure (groupKey.id + displayName) is unchanged, so the
expected output dict stays the same: [{"id": "...", "name": "..."}].

* docs(auth): add docs/auth-groups.md — Google Workspace groups runbook

Captures the non-obvious bits: the GCP-side setup checklist (Cloud
Identity API + scope on consent screen + Internal user type), the
`security` vs `discussion_forum` label trap (the latter 403s for
non-admins, the former 200s — one of those is a 4-iteration debug
session and shouldn't have to be repeated), where groups are stored
(session, not DB) and how to refresh (re-login), plus how to use the
probe script for future API-syntax issues.

Deliberately stops short of explaining "what is Cloud Identity" or
"what is OAuth scope" — those belong in Google's own docs, not ours.

* docs(claude): document release workflows + module versioning + recreate trick

New "Release & deploy workflows" section in CLAUDE.md covers what didn't
exist anywhere in the repo before:

- Distinction between release.yml (auto-build per push) vs the new
  keboola-deploy.yml (tag-triggered, explicit deploy only) — plus when
  to use which (per-developer convenience vs shared dev VM safety)
- Module versioning (infra-vX.Y.Z) and the bump-after-merge dance
- The lifecycle.ignore_changes [metadata_startup_script] gotcha and how
  to force a recreate via workflow_dispatch's recreate_targets input

All generic — no customer hostnames, project IDs, IPs. Customer-specific
deploy steps belong in the consuming infra repo's README.

Also: cross-reference docs/auth-groups.md from the Authentication
section so future Claude sessions find the Workspace-groups runbook
without grepping.

---------

Co-authored-by: ZdenekSrotyr <zdenek.srotyr@keboola.com>
2026-04-26 00:56:44 +02:00