Commit graph

29 commits

Author SHA1 Message Date
ZdenekSrotyr
64cf78860d
feat(stack): unified Browse + My Stack for Data Packages and Memory (v49 schema) (#333)
* feat(unified-stack): Browse + My Stack + Recipes + RBAC matrix (v49–v55)

Squash of 94 commits spanning the v49 → v55 unified-stack rewrite.
Full per-feature breakdown lives in CHANGELOG.md under [Unreleased].
Major buckets:

* v49 schema — first-class user_groups + user_group_members +
  resource_grants; admin can CRUD groups and grants; Google
  Workspace nightly sync writes into the new tables.
* v49 data_packages — admin-curated bundles of tables, RBAC-gated,
  first-class section on /catalog Browse + My Stack.
* v49 memory_domains — row-backed (replaces hardcoded VALID_DOMAINS
  enum); admin can CRUD; grants follow the same shape as tables and
  packages.
* v50 cover_image_url + admin sidebar collapsibles + per-row Mode
  tooltip + admin queue domain badges + admin "+ New Item" seed flow.
* v51 lifecycle status (prod/poc/coming-soon/draft) + category +
  palette swatches on admin modals.
* v52 per-table detail page /catalog/t/<id>.
* v53 Recipes — admin-curated SQL templates as a second tab on
  /catalog with full Edit/Delete admin affordances.
* v54 soft-delete (deleted_at) + Undo toast for packages, memory
  domains, and recipes; hard_delete() retained as escape hatch.
* v55 Recipes RBAC — ResourceType.RECIPE registered, inline Group
  Access matrix on Create + Edit Recipe modals (mirrors the Memory
  Domain pattern).
* Activity Center per-resource filter (resource_prefix LIKE-anchored
  on audit_log.resource); admin nav g+letter keyboard shortcuts;
  loadAdminTablesLayout N+1 → single endpoint; /api/memory 30s
  page-level cache.
* CI hardening — Keboola legacy tests pytest.importorskip; perf-
  smoke threshold widened to stop cold-cache flake.

5002 tests passing, 35 skipped.

* feat(p2 backlog): Cmd-K palette + suggest-a-domain + nightly E2E + v55 schema

10-item P2 sweep on top of the unified-stack squash. New behaviour:

* Cmd-K admin command palette (base.html) — fuzzy-search overlay over
  admin + user-facing routes. Arrows/Enter to navigate, Esc to close.
* Stack-tabs digit shortcuts — 1/2/3 switch Browse / My Stack /
  Recipes on /catalog + /corporate-memory.
* Friendlier non-admin empty state on /corporate-memory, plus a
  "Suggest a domain" CTA → POST /api/memory-domain-suggestions, admin
  queue with approve/reject. Backed by a new memory_domain_suggestions
  table (schema v55).
* /admin/corporate-memory 7-tab strip grouped under Moderation /
  Catalog parent labels.
* Bulk-assign table → package dropdown annotates each option with
  "(N of M tables already in)" so the existing distribution is visible
  before picking a target.
* GET /api/memory + /tree accept is_required filter; admin status
  dropdowns route the "Required" sentinel onto it (status no longer
  holds 'mandatory' post-v49, so the old dropdown returned nothing).
* chip-input.js is now opt-in per template via {% block extra_scripts %}
  instead of loaded globally on every page from base.html.
* Edit-modal close helpers consolidated onto _closeEditModalById();
  docs the per-source-type modal architecture decision.
* New .github/workflows/e2e-nightly.yml runs agent-browser smoke
  scripts (scripts/e2e/smoke_*.sh) against a docker-compose stack
  nightly at 04:30 UTC; failures open an agent-browser-nightly issue.

5012 tests passing, 35 skipped.

* fix(visual audit): 6 page regressions on memory + data-package surfaces

agent-browser walkthrough of every memory + data-package page in the PR
turned up 6 real bugs. Fixes:

1. Admin memory modals were dead. Duplicate `let _cmdNewDomainId`
   declarations from the deprecated step-2 RBAC stubs in
   admin_corporate_memory.html collided with the live state vars
   declared earlier in the same <script> → SyntaxError on parse →
   the entire second script block silently failed → every inline
   onclick= handler defined there (`+ New Memory Domain`, Edit, etc.)
   was a no-op. Removed the duplicate stubs.

2. /catalog/t/<table_id> + /catalog/r/<slug> rendered unstyled.
   Both templates injected their CSS via {% block head %} but
   base.html exposes {% block head_extra %} — wrong block name
   meant <style> rules never reached the rendered HTML. Renamed
   to head_extra. Hero card, section cards, dark SQL block, proper
   full-width inputs all now render as designed.

3. L49 leak — "MANDATORY" KPI label + "Make Mandatory" row buttons
   on /admin/corporate-memory still used the old word. Renamed to
   "Required" / "Mark as Required" so UI matches the data model
   (v49 split moved the Required tier onto the orthogonal
   is_required boolean; status no longer holds 'mandatory').

4. Activity Center Resource dropdown didn't know the v55
   `memory_domain_suggestion:` namespace — added it.

5. Tab strip on /admin/corporate-memory wrapped text 2× per button
   on narrow viewports after the L50 MODERATION/CATALOG group
   labels pushed total width past most viewports. Switched the
   strip to flex-wrap:nowrap + overflow-x:auto with
   white-space:nowrap + flex-shrink:0 on every direct child so the
   tabs stay one row and slide horizontally when they overflow.

5012 tests passing, 35 skipped.

* rebase-cleanup: align with main's 0.54.25-27 API design + comment fix

Three follow-on fixes after rebasing onto origin/main (0.54.27):

* admin_tables.html: dropped a stray nested ``{% if data_source_type
  == 'keboola' %}`` around ``prefillFromKeboolaTable`` (main never had
  it; the outer Phase F2 guard already covers it) and reworded a JS
  comment that contained literal ``{% %}`` tokens which Jinja was
  parsing as a real tag → unbalanced if/endif → 30 template render
  failures across the suite.
* /api/stack/subscription/{type}/{id}: DELETE now returns 204 instead
  of 200 per the 0.54.26 design rules. CLI client + parity tests
  updated to accept 2xx / assert 204.
* Memory-domain suggestion approve/reject paths added to
  ``_VERB_PATH_ALLOWLIST`` — they are pending → approved/rejected
  state-machine transitions (approve also creates the real
  memory_domains row as a side effect), so the RPC shape is
  intentional rather than a missed PATCH refactor.

5035 tests passing, 35 skipped.

* fix(catalog_table_detail): real polish pass — hero glyph, dedup pills, rows/size meta, scoped sync CTA

The previous fix only got the block-name typo so the existing CSS rendered.
The actual layout was still wireframe-tier on close inspection:

* No cover glyph in the hero (a flat white card with title + meta line);
  data-package + memory-domain detail pages both have a colored icon
  square. Restored parity — table.icon emoji if set, otherwise initials
  on a colored square using table.color.
* "INTERNAL" pill rendered twice for agnes_audit etc. — the mode pill
  and the source-type pill happened to be identical strings. Now skip
  the source pill when it matches the mode (`internal == internal`).
* Bucket / source_table code chip showed `Agnes Internal.audit_log` for
  internal rows — meaningless to a user. Hidden when source_type is
  internal.
* `pairs_well_with` admin input was a comma-separated `<input>` always
  visible. Wrapped all 4 sections in an Edit-on-demand toggle: read-
  only display by default, "+ Add" / "Edit" button on the right edge
  of each section header reveals the inline form, Cancel hides it.
* "Trigger sync now" was a cramped link squashed into the empty-state
  flex row (visible as `Tr…` overflow before). Promoted to a proper
  btn-primary button under the empty-state copy. Hidden entirely for
  internal tables (which are server-managed — no upstream to pull).
* Hero meta now surfaces row count + payload size (when sync_state has
  them) + last sync timestamp on a single line — was missing from the
  original.
* Mode pills colored by tier (local=green, remote=amber, materialized=
  blue, internal=gray) so the basic fact about a table reads at a
  glance, not from upper-cased ALL-CAPS text alone.

* tests(v56): TDD baseline for extended data-packages content + per-table docs

68 failing tests across 8 files spec the v56 surface before any
implementation lands:

* test_schema_v55_to_v56_migration.py — schema bump, additive ALTERs
  on data_packages + table_registry, idempotency, sequential-upgrade
  preservation
* test_data_packages_repo_v56.py — repo create/update/get/list for
  owner_name, owner_team, tags, long_description, when_to_use,
  when_not_to_use, example_questions (JSON list round-trip, empty
  defaults, partial-update preservation)
* test_table_registry_v56_docs.py — update_docs for grain, platforms,
  partition_col, history, gotchas; preserves v52 docs columns
* test_api_data_packages_v56.py — PUT/POST/GET for all new fields,
  field-level validation (tag count, bullet length, description size),
  virtual badge derivation (curated/new)
* test_api_registry_docs_v56.py — PATCH /api/admin/registry/{id}/docs
  for v56 fields, validation, RBAC unchanged
* test_web_catalog_package_detail_v56.py — /catalog/p/<slug> rewrite
  asserts on rendered owner line, tag pills, badges, What it is,
  Use it when, Skip it when, Example questions, per-table extended
  detail in collapsible row, key-gotcha distinctness, admin-only Edit
* test_web_stack_card_v56_metadata.py — Browse-grid card additions
  (owner chip, tag chips, badges) without breaking back-compat for
  rows missing the new fields
* test_data_packages_no_vendor_content.py — CI guard: scans app/ +
  src/ + cli/ + config/ + scripts/ for Groupon-specific tokens from
  the colleague's spec MD; fails if any leak into OSS surfaces
* test_db_schema_version.py — bumped 55 → 56 with rationale

Plus updates schema-version assertion to 56. Implementation lands in
subsequent commits (schema migration → repo → API → templates).

* feat(v56): schema + repo for extended data-packages content

Schema additions (ALTER ADD COLUMN IF NOT EXISTS — additive + idempotent):

* data_packages: owner_name, owner_team, tags, long_description,
  when_to_use, when_not_to_use, example_questions (JSON-as-VARCHAR for
  the lists)
* table_registry: grain, platforms, partition_col, history, gotchas
  (extends the v52 sample_questions / things_to_know / pairs_well_with
  docs surface with structured per-table content)

Repo extensions:

* DataPackagesRepository.create + update accept the new fields with
  the same Optional-is-no-op contract as v51 (pass an empty list to
  clear a JSON column)
* _decode_row decodes the new JSON-list columns to Python lists; NULL
  rounds back to [] so callers don't branch
* TableRegistryRepository.update_docs grew the v56 fields alongside
  the existing v52 ones — single PATCH can write either tier
  atomically
* TableRegistryRepository._decode_row picks up platforms + gotchas in
  the same NULL-tolerant decoder

22 repo + migration tests passing. API + UI land in subsequent commits.

* feat(v56): API surface for extended data-packages + per-table docs

CreateDataPackageRequest + UpdateDataPackageRequest grew the v56 fields
(owner_name, owner_team, tags, long_description, when_to_use,
when_not_to_use, example_questions) with per-field validators that
match the Foundry spec checklist:

  * tags: ≤8 entries × ≤30 chars
  * long_description: ≤4000 chars
  * use/skip: ≤8 bullets × ≤200 chars
  * example_questions: ≤12 × ≤200 chars

_serialize emits all v56 fields plus a virtual ``badges`` list derived
server-side at render time (no DB column needed): "curated" when the
creator is in the Admin group, "new" within 30 days of created_at.
Backdating created_at or admin-status changes pick up automatically.

PATCH /api/admin/registry/{id}/docs extended with v56 structured
per-table fields (grain, platforms, partition_col, history, gotchas).
gotchas: list of {key: bool, body: str} Pydantic models with the same
≤8 cap; first key=true entry becomes the Key gotcha on the rendered
package detail page. PATCH echoes the fresh state so callers can
re-render without a second GET.

26 API tests passing (16 data-packages + 10 registry-docs).

* feat(v56): /catalog/p/<slug> rewrite + Browse-grid card augmentation

The third (and final) v56 commit lights up the UI surfaces backed by
the schema + API commits earlier in this PR:

* /catalog/p/<slug> template rebuilt around the Foundry spec's
  section ladder — hero (icon + name + badges + owner + tags +
  description + meta + Add-to-stack), "What it is" markdown body,
  paired "Use it when / Skip it when" panels, "Tables in this
  package" with collapsible per-table extended detail (grain /
  platforms / partition_col / history / gotchas + sample questions),
  and an "Example questions you can ask Claude" prompt panel. Each
  section guarded by ``{% if pkg.<field> %}`` — empty content fields
  hide the section entirely (no "No X yet" placeholder noise on the
  public-facing drilldown).
* router catalog_package_detail hydrates per-table v56 fields onto
  the tables list + derives the virtual badges (curated / new)
  server-side from creator-in-Admin + 30-day created_at.
* StackResolver.ResourceEntry grew owner_name / owner_team / tags /
  badges; _fetch_entries pulls the v56 columns + computes badges
  once per fetch using a single Admin-group SELECT.
* _data_package_entry_dict adapter passes the new fields through to
  the macro; tags are merged source-type pills + admin-authored
  category tags per the spec convention.
* _stack_card.html renders the v56 badges (top-left, data-badge=
  hooks) + the owner chip (data-card-owner hook) without breaking
  back-compat — pre-v56 rows render unchanged.
* Admin PUT handler strips the v56 docs fields from the
  read-modify-write merged dict so register() doesn't blow up
  with the now-larger row shape (same pattern as the v52 docs
  fields stripping).

5115 tests passing (+98 v56 + 18 fixed regressions from the merged-
register PUT path), 35 skipped.

* fix(rbac): Edit-on-package + Group-access 'required' persistence + CI vendor guard

Three related bugs reported on the merged-with-main branch:

1. Clicking Edit on a Data Package card landed on /admin/tables with
   a `#<pkg.id>` hash that nothing listened to — admin saw the global
   table listing, not the editor for that specific package. Added a
   `?edit_package=<pkg_id>` query-param handler in admin_tables.html
   (analog to the existing `?edit=<table_id>` and `?assign_to=<pkg_id>`
   patterns) that calls openEditDataPackageModal on DOMContentLoaded
   after a 250ms layout settle. Updated the package-detail Edit link
   to use the new query param.

2. Setting Group Access to 'required' didn't persist — re-opening
   the modal showed 'available'. Root cause was the v49
   ``resource_grants.requirement`` enum existing in the DB but the
   POST /api/admin/grants endpoint not surfacing it: ``CreateGrantRequest``
   declared only group_id + resource_type + resource_id, so Pydantic
   silently dropped the matrix's ``requirement: 'required'`` payload
   and the new row landed at the DB column default ('available').
   Plumbed ``requirement`` through ``CreateGrantRequest`` →
   ``ResourceGrantsRepository.create`` so the value persists in one
   round-trip. Plus a UNIQUE-constraint race in the matrix
   diff-apply: DELETE-old + POST-new ran in parallel via
   ``Promise.allSettled``, so POST could fire first and trip the
   unique check before DELETE freed the slot. Switched to sequential
   (await all deletes; then await all writes) across all three
   matrices (Edit Data Package, Edit Memory Domain, Edit Recipe).

3. CI vendor-content guard ``test_no_groupon_specific_strings_in_oss``
   tripped on two of my own docstrings: a "Foundry Data team" mention
   in two src/db.py comments + an ``s1_session_landings`` example in
   cli/skills/agnes-table-registration.md. Rephrased the comments to
   "extended-descriptions admin spec" and replaced the example with
   a generic ``events_daily`` table name.

5164 tests passing, 35 skipped (+4 regression tests pinning the POST
/api/admin/grants requirement contract). Vendor guard back to green.

* fix(catalog): admin Browse path drops v58 card fields

The /catalog and /memory admin god-mode branch built ResourceEntry
instances inline from pkg_repo.list() / domains_repo.list() and skipped
owner_name, owner_team, tags, and derived badges (curated/new). Visible
symptom: a package with an owner + tags rendered with the v56 chrome
for non-admin viewers but as a bare card for admins.

Adds StackResolver.browse_admin(user_id, resource_type) — admin god-mode
Browse that walks the full table but routes through the same
_fetch_entries enrichment pass as browse(), so admin + non-admin Browse
stay visually consistent. Both /catalog and /corporate-memory routes
switch to it.

Regression test in tests/test_stack_resolver_browse_admin.py covers:
owner/tags propagation, new/curated badge derivation, in_stack from
admin subscriptions, all-packages-regardless-of-grants, and the
ValueError for unsupported resource types.

* fix(catalog): three /catalog tab-strip UX bugs

1. Required Remove → red toast
   browse_admin passed empty required_ids to _fetch_entries, so the
   admin's own required grants surfaced as 'available' and the macro
   rendered an actionable Remove button that POST /unsubscribe 400'd
   on. Now derives required_ids from the admin's own groups so
   Required packages render with the disabled "In stack (required)"
   button. Regression test in test_stack_resolver_browse_admin.py.

2. Remove green-toasts but card stays until refresh
   The My-Stack empty-state placeholder was only emitted server-side
   when stack_entries was empty at render time. Removing the last
   card left the tab completely blank — users read that as "Remove
   didn't work, let me refresh". Both grid + empty-state are now
   always rendered with one of them initially hidden; the JS swaps
   visibility on add/remove instead of injecting DOM. Same fix in
   /corporate-memory.

3. "What are Recipes?" + ambiguous (admin) suffix
   Recipes tab now carries its own curator-block explainer (the
   shared one was moved inside Browse view so it doesn't bleed
   across tabs). The grey "(admin)" suffix becomes a yellow
   .admin-only-hint chip with a title tooltip — visibility hint is
   now unambiguous: yellow chip = "only you see this", non-admins
   don't see the affordance at all.

* schema: renumber v51..v58 → v52..v59 to make room for main's v51

Main 0.54.29 introduced a NEW v51 (table_registry.bq_fqn — issue #343)
that releases ahead of this branch. The unified-stack chain v51..v58
shifts up by one so main's v51 stays as the released schema and ours
become v52..v59. Function names, internal version bumps, dispatch
ladder thresholds, and the migration-test references all move
together. Subsequent merge with main lands the bq_fqn column at the
freed v51 slot.

* fix(seed): seed admin lands in BOTH Admin AND Everyone groups

The LOCAL_DEV_MODE / SEED_ADMIN_EMAIL bootstrap only added the seed
user to Admin. Everyone-scoped grants — the canonical "every-user-
sees-this" pattern for Required onboarding — didn't surface for the
seed admin's own /catalog because they weren't in Everyone. Symptom:
admin grants a Required-tier package to Everyone, then sees it on
/catalog still rendered with an "Add to stack" button (because the
admin's resolved required_ids was empty for that package).

The dual-membership keeps Admin (authorization) and Everyone
(default-grant target) intentionally separate per the design comment
on UserRepository.create — every membership remains traceable to a
concrete row, just now with a system_seed row in Everyone too. Both
INSERTs go through UserGroupMembersRepository.add_member which is
idempotent on (user_id, group_id), so re-fires on every lifespan
startup don't duplicate rows.

Regression test in test_main_seed_admin_everyone.py.

* style: unify admin-only hints across marketplace + memory detail pages

Replaces three stale ``(admin)`` parentheticals with the same yellow
``admin-only`` chip introduced for /catalog tab actions. Same tooltip
copy ("Visible only to admins — analysts won't see this …") so the
visibility hint is unmistakable wherever it appears:

- Hard delete on marketplace_plugin_detail (admin-only destructive
  action — same gating as the original suffix conveyed).
- Hard delete on marketplace_item_detail (same).
- Edit link on memory_domain_detail (title-attr only before; now a
  visible chip too).

Non-admin viewers never saw these affordances — the gates are
unchanged. Pure styling pass for consistency.

* fix(catalog): exclude soft-deleted data packages + memory domains from Browse

``StackResolver._fetch_entries`` and ``browse_admin`` were querying
data_packages / memory_domains without a ``deleted_at IS NULL`` guard.
A package soft-deleted via /admin/* (v54 soft-delete contract) stayed
visible on /catalog and /memory until either an Undo or a hard delete
— directly contradicting the soft-delete UX which is supposed to
remove the affordance immediately and only retain the row for the
Undo window.

The repository accessors (DataPackagesRepository.list,
MemoryDomainsRepository.list, list_packages_of_table, etc.) already
filter deleted rows; this commit brings the resolver's direct SQL in
line with that contract.

Regression test in test_stack_resolver_browse_admin.py.

* fix(catalog): Add/Remove updates full card chrome, not just button

The previous _applyStackChange flipped only the footer button label —
the card border (.is-in-stack class), top-right "In stack" badge, and
button color class (--add / --remove) stayed at their server-rendered
state. After Add the user saw the button checkmark but the rest of
the card still looked like "available, not in stack". They read this
as "the change didn't take — let me refresh".

This commit makes the optimistic update mirror what the server-side
macro renders for the new state:

* ``c.classList.toggle('is-in-stack', becameInStack)`` — flips the
  border + visual state class.
* Top-right ``.stack-card__req-badge--instack`` badge is injected on
  Add, removed on Remove (skipped when ``data-requirement='required'``
  — that slot is owned by the Required badge).
* Button text is "Remove" / "+ Add to stack" matching the macro
  (was "✓ In stack" which was visually nice but inconsistent).
* Button color class --add / --remove swaps so the destructive Remove
  tint kicks in immediately.

The clone-into-My-Stack path applies the same updates so the new card
in My Stack reads identically to a server-rendered in_stack card.
Mirrored in /corporate-memory.

* fix(memory): four Devin-review bugs on /memory drill-down + manifest

PR #333 Devin review surfaced four real bugs that ship a broken
/memory experience even though the unit tests passed.

1. Manifest md5 omits is_required + content (app/api/sync.py:836-840)
   _build_memory_domains_section hashed only (id|title|status) per
   item. _build_per_domain_markdown routes items between "## Required"
   and "## Approved" by is_required and embeds full content — so an
   admin edit of either dimension left the manifest md5 unchanged,
   `agnes pull` skipped the re-fetch, and the analyst kept a stale
   bundle.md. Now both fields participate in the hash.

2. required_count always 0 (src/repositories/memory_domains.py)
   list_items_of_domain only SELECTed (id, title, status) so the
   `it.get("is_required")` in the manifest builder always evaluated
   to None → required_count = 0 regardless of actual state. The
   manifest builder advertised a count it could never compute. Now
   projects is_required + content too (required by fix 1 anyway).

3. Vote URL 404 (memory_domain_detail.html:289-290)
   Constructed `/api/memory/items/{id}/vote` but the route is
   `/api/memory/{id}/vote`. Every upvote/downvote button was a
   silent no-op.

4. Dismiss/undismiss URL + method both wrong (memory_domain_detail.html:296-305)
   Constructed `/api/memory/items/{id}/dismiss` (extra /items/) and
   /undismiss (no such route — undismiss is DELETE on /dismiss).
   Both buttons silently 404'd. Now POST + DELETE on
   `/api/memory/{id}/dismiss` per app/api/memory.py:635/675.

* fix: multi-agent reviewer findings — vendor-token scrubs + manifest md5 predicate + soft-delete filter

Three reviewer findings from the multi-agent review on PR #333,
fixed in-place per CLAUDE.md issue-economy rule.

Reviewer-rules (Important — vendor-agnostic OSS):
- app/main.py:218 comment: replaced 'foundryai-prod' with generic
  'a customer prod instance' phrasing. Public OSS repo must not
  carry customer-specific tokens (CLAUDE.md § Project conventions).
- tests/test_table_registry_v56_docs.py:70 fixture string:
  replaced "user_brand_affiliation = 'groupon'" with 'acme' on
  the same rule.

Reviewer-architecture (closes still-unresolved Devin 🚩 ANALYSIS):
- app/api/sync.py _build_memory_domains_section: md5 hash loop now
  filters items to the SAME predicate the bundle renderer uses
  (is_required OR status='approved'). Pre-fix the hash iterated ALL
  items but _build_per_domain_markdown only rendered the union of
  required items + approved-non-required items — so an admin edit
  to a pending/rejected non-required item flipped the md5 against
  an identical-bytes bundle, triggering a wasteful re-fetch on
  every analyst's next 'agnes pull'. The earlier commit fixed the
  hash-input fields (is_required + content); this closes the
  set-of-items asymmetry Devin separately flagged.

Reviewer-RBAC (minor cleanup):
- app/resource_types.py _data_package_blocks and _memory_domain_blocks
  now filter 'WHERE deleted_at IS NULL' (v54 soft-delete column) so
  the /admin/access UI doesn't surface soft-deleted entities as
  grantable. Mirrors the existing filter on _recipe_blocks. No
  security leak pre-fix (resolver double-filters and re-checks at
  serve time), just UI cleanliness.
- app/services/stack_resolver.py add_to_stack: docstring note
  added explaining that authorization is enforced at the API layer
  (app/api/stack.py can_access gate), not at the resolver. The
  initial review suggested adding a defensive 403 here, but that
  broke 5 existing tests that legitimately call add_to_stack
  directly without setting up grants first; the docstring captures
  the contract instead. stack() already intersects subscriptions
  with current available_ids on every read, so a 'zombie' row from
  a misuse never leaks into the user-facing manifest.

* release: 0.55.0 — unified Browse + My Stack (Data Packages + Memory), schema v48→v59, 3 BREAKING
2026-05-19 15:00:15 +02:00
ZdenekSrotyr
9e948abc9c
release(0.54.18): Curated Memory restructure + per-user Dismiss + bundled adversarial-review fixes (#316/#320/#322) (#324)
* feat(web): Curated Memory restructure + per-user Dismiss + filter-state utility

Squashed from cvrysanek/zsrotyr's 4-commit PR branch + rebased onto
current main + CHANGELOG bullets spliced into [Unreleased] (preserves
existing #316/#320/#322 entries that landed on main since the branch
was authored).

Routes + access:
- /corporate-memory now user-facing (get_current_user), in primary
  nav next to "Data Packages" — same gate as /api/memory/*.
- /admin/corporate-memory is the new admin review queue location
  (was /corporate-memory/admin); reached via Admin dropdown. Template
  renamed: corporate_memory_admin.html → admin_corporate_memory.html.

Visual chrome:
- Both pages migrate to shared _page_hero.html blue hero band.

Per-user Dismiss (new feature, schema v46):
- knowledge_item_user_dismissed(user_id, item_id, dismissed_at) + index.
- POST /api/memory/{id}/dismiss + DELETE (idempotent).
- Mandatory items can never be dismissed — enforced at 2 layers.
- GET /api/memory: hide_dismissed=false default + dismissed_by_me flag.
- GET /api/memory/bundle: always excludes dismissed for the caller.
- UI: Dismiss/Undismiss button per item (hidden for mandatory),
  gray-out + line-through for dismissed rows, Hide-dismissed toggle.

Admin edit modal:
- Category as <select> + "Add new category…" reveal.
- Audience as <select> with (unset)/all/group:<name> from RBAC.
- Tags: full tag-input widget (pills, ×-remove, Backspace pop,
  Enter/comma to add, ↑/↓ typeahead from EXISTING_TAGS).

Bulk-edit modal pickers (closes #128):
- Move-to-category / Add-tag: <select> + add-new.
- Set-audience: <select> (no more typo-able 'gourp:eng').
- Remove-tag: closed-set picker.

FilterState utility:
- app/web/static/js/filter-state.js — save/load/clear/bindInputs
  for per-page localStorage filter state. Adopted on /corporate-memory.

E2E verified live on a real VM through the API + browser flow.

* release: 0.54.18 — Curated Memory restructure + 4 adversarial-review fixes

Bundles together:
- #316  fix(store): surface review failures + harden publish gate
        (BREAKING fail-CLOSED guardrail, override v2+ promote, restore guard,
        retry/rescan staged-bundle, banner widening, LLM truncation retry)
- #320  fix(store): C2 bundle export RBAC + H2 per-entity write lock +
        H3 update_status compare-and-swap with bg_verdict_skipped audit
- #322  fix(store): M1 prompt sentinel filename escape + M2 atomic
        promote_to_version helper + L1 admin forensic download per-version
- #324  Curated Memory restructure + per-user Dismiss + FilterState utility

Bump from 0.54.17 → 0.54.18 (patch — pre-1.0 policy: every cycle is patch).
2026-05-15 18:51:05 +02:00
ZdenekSrotyr
d55c8a3c33
feat(web): consolidate the personal /me/* surface — /me/activity + /me/profile (#304)
Consolidates the scattered per-analyst pages into /me/activity (usage
analytics) and /me/profile (account hub). /me/stats and /profile/sessions
301-redirect; /profile, /me/debug, /tokens are removed with every internal
link repointed. Includes an XSS fix in the /me/activity page hero, the
user_id-keyed session-lookup alignment, and the v0.54.15 release cut.

Co-developed by @ZdenekSrotyr and @cvrysanek.
2026-05-14 21:29:51 +02:00
ZdenekSrotyr
1b0329e8c5
UI design system unification — one stylesheet, canonical primitives, nav fix (#284)
* docs(plan): design-system unification plan (post-review revisions)

Plan covers consolidating two CSS files into one, introducing
canonical primitives (.btn family, .search-input, .filter-bar,
.page-header, .data-table, .empty-state, .toast, .stat-card,
.tab-strip), unifying the top-nav Admin trigger with sibling
links, and migrating 41 templates that today carry inline
<style> blocks.

Post-review revisions: nav fix moved to first commit (user
complaint lands first); sticky-header and dark-mode skeleton
tasks dropped (defer to follow-up PRs); contract test class
detection tokenizes class="..." attributes properly; baseline
screenshot loop added to Task 0; vendor-token grep widened.

* fix(nav): unify Admin trigger with sibling nav links

The top-nav Admin entry is a <button class="app-nav-link
app-nav-menu-trigger">, siblings are <a class="app-nav-link">.
.app-nav-menu-trigger used to override .app-nav-link with
"color: inherit; font: inherit", resetting font-size from 13px
back to body default and color from --text-secondary to body
color. Active state diverged too: .is-active on links used
--primary blue, [aria-expanded=true] on the button used
--border-light grey.

Fix: expand .app-nav-link so it covers <button>-element resets
(font-family: inherit, border: 0, background: transparent,
cursor: pointer, display: inline-flex for chevron alignment).
Add [aria-expanded="true"] as another active-state selector
so the dropdown's open state highlights identically to .is-active
on links. Delete the now-redundant .app-nav-menu-trigger rules
that stripped button chrome.

Extract the inline <script> from _app_header.html into a new
app/web/static/app.js (loaded by base.html only — base_login.html
has no nav). Sets up window.appUI.wireDropdown for both the user
menu and the Admin dropdown via DOMContentLoaded.

* style(css): consolidate style.css into style-custom.css + add cache-bust

One stylesheet for the whole web UI:
- style.css (1086 lines, legacy Google-inspired tokens + components)
  absorbed into style-custom.css under a labeled block, placed after
  the modern :root + body so style-custom's component rules continue
  to override the legacy ones (preserves the original cascade order
  that came from loading style.css first).
- style.css deleted; <link> dropped from base.html + base_login.html.
- static_url() now appends ?v=<mtime> to /static/<path>. Cheap
  per-request os.stat — auto-invalidates browser + proxy caches on
  redeploy without operator intervention. Mtime survives across
  uvicorn restarts as long as the file content is unchanged.

Legacy classes (.btn, .card, .login-*, .badge, .code-block, .flash,
.form-group, .username-box, .btn-copy, .auth-tabs, .divider, etc.)
still render — they live in style-custom.css now. Login pages,
error page, password setup, and the dashboard's Claude Code Setup
card all kept working in browser smoke.

* test(design): contract test for design-system invariants

7 structural invariants enforced from this commit onwards:
- style.css must stay deleted
- no template links style.css via static_url
- exactly one bare :root block in style-custom.css
- canonical primitives declared (.btn, .btn-primary, .search-input,
  .filter-bar, .page-header, .data-table, .empty-state, .toast, …)
- no deprecated class names in templates (.users-table, .gp-table,
  .marketplaces-table, .audit-table, .users-search, .marketplaces-search,
  .modal-btn, .btn-primary-v2, …)
- app.js loaded by base.html, NOT by base_login.html
- 3 helper-level unit tests for the class-attribute tokenizer
  (multi-line attrs, Jinja-conditional fragments, false-positive prose)

Two of the assertions intentionally start FAILING after this commit
(missing primitives + legacy class refs in 7 admin templates) and
will turn green as Tasks 4–7 add primitives and Tasks 8–15 migrate
the templates.

* feat(css): canonical button family + legacy token aliases

Adds at top of :root: legacy token aliases (--bg, --card-bg, --text,
--text-light, --secondary, --radius) pointing at modern equivalents.
Absorbed style.css rules referenced these names; without aliases
they fell back to 'unset'. Aliases live until Task 16 alongside
their absorbed rules.

Appends canonical .btn variants at end of file (last cascade):
  .btn-primary + .btn-primary-v2 + .modal-btn.primary (alias group)
  .btn-secondary + .btn-secondary-v2 + .modal-btn:not(.primary):not(.danger)
  .btn-ghost + .btn-ghost-v2
  .btn-danger + .modal-btn.danger
  .btn-lg
  .btn:disabled + .btn:focus-visible (focus ring via --focus-ring)

Existing absorbed .btn, .btn-primary, .btn-secondary, .btn-sm rules
remain — the canonical block adds the missing variants + selector-list
aliases so .modal-btn and v2 markup keep rendering until migration
tasks swap them out.

Contract test: .btn-danger now declared (one less missing primitive).
Browser smoke: /admin/tokens hero + filter pills + empty state render
correctly with the absorbed style.css rules now backed by real tokens.

* feat(css): form-control primitives — .search-input + .filter-bar + .filter-pill + .form-input

Canonical filter bar shape: 36px-height inputs (matches button height
for vertical rhythm), 28px pills with .is-active state, consistent
focus ring via --focus-ring token.

Selector-list aliases for legacy per-page classes:
- .users-search / .marketplaces-search / .kb-search → .search-input
- .filters-card → .filter-bar
- .pill[aria-pressed="true"] also matches the .filter-pill active state

.form-input added as a sibling of .search-input for forms — same
baseline height + radius + focus treatment, with textarea.form-input
auto-sizing to min 96px and using the mono font (matches CSV/SQL
pasted-snippet patterns on /admin/agent-prompt + /admin/workspace-prompt).

Contract test: .search-input + .filter-bar + .filter-pill now declared.

* feat(css): .page-header primitive + variants + .tab-strip

Canonical page-header pattern with title (22px) + optional subtitle +
optional eyebrow + right-aligned actions slot. Two modifiers:
- .page-header--hero: gradient background (primary→primary-dark),
  28px white title, semi-transparent subtitle/eyebrow. For
  /marketplace, /store, /profile-style pages that already use this
  layout via per-page inline <style>. Migration tasks delete the
  duplicated rules.
- .page-header--compact: 18px title for dense admin index pages.

.tab-strip + .tab-strip__item — the secondary tab row pattern used by
/marketplace?tab=flea and similar. .is-active / [aria-selected=true]
both flip the active treatment (primary color + bottom border).

Contract test: .page-header / __title / __subtitle / __actions all
now declared (4 fewer missing primitives).

* feat(css+js): .data-table + .empty-state + .toast + .stat-card primitives

Last primitive batch. All 8 canonical-primitives invariants in
test_design_system_contract.py now green; only the template-migration
test fails (expected — Tasks 8–15).

.data-table (+ --compact modifier): selector-list aliases for legacy
per-page table classes (.users-table, .gp-table, .marketplaces-table,
.audit-table) so existing markup keeps rendering until migration.
Compact modifier shrinks padding + font for dense lists (audit log).

.empty-state with __icon / __title / __description / __actions —
replaces the ad-hoc 'no results' rendering scattered across pages
(corporate_memory, admin_users, admin_marketplaces, etc.).

.toast / .toast-container — paired with window.appToast({kind, msg,
timeout}) appended to app.js. Bottom-right stacked, click-to-dismiss,
auto-dismiss after 4s by default. Kind 'success' / 'warning' / 'error'
/ 'info' shows a 3px colored left border.

.stat-card (+ --accent variant) + .stat-row grid — for the dashboard
metric tile row.

* style(templates): migrate 8 templates off deprecated class names

Mechanical class-attribute rewrite via tokenizer (preserves Jinja
conditionals + multi-line attrs):

  modal-btn primary    -> btn btn-primary
  modal-btn danger     -> btn btn-danger
  modal-btn            -> btn btn-secondary
  users-table          -> data-table
  gp-table             -> data-table
  marketplaces-table   -> data-table
  audit-table          -> data-table
  users-search         -> search-input
  marketplaces-search  -> search-input

8 templates touched: admin_groups, admin_marketplaces, admin_tokens,
admin_users, admin_welcome, admin_workspace_prompt, my_tokens,
corporate_memory_admin. 43 lines updated total.

Inline <style> blocks in these templates still define rules for the
old class names — those rules no longer match anything and become
dead code, removed in Task 16's alias cleanup along with the
selector-list aliases in style-custom.css.

Contract test (tests/test_design_system_contract.py) now fully green:
9/9 invariants enforced from this commit onward.

* feat(css): extend .data-table selector list to 13 more bespoke -table classes

Visual unification of remaining tables across the codebase without
per-template edits. The .data-table baseline rules (uppercase header
tracking, 12px padding, hover state, border-radius) now apply to:

  .ad-table / .ea-table / .md-table / .members-table /
  .obs-table / .overview-stats-table / .registry-table /
  .sample-table / .sched-table / .sess-table / .sub-table /
  .subs-table / .ud-table

These class names live in 12 templates (activity_center, admin_access,
admin_group_detail, admin_scheduler_runs, admin_sessions,
admin_store_submissions, admin_tables, admin_usage, admin_user_detail,
catalog, me_debug, profile_sessions) that have their own per-page
<style> blocks. Per-page rules with higher specificity still win for
their custom needs (column widths, etc.) — this commit only sets a
shared baseline so every table renders with the same chrome.

Contract test stays green: 9/9 invariants enforced.

* style(css): remove now-unused legacy class aliases

Phase A renamed 8 templates off these names; no markup references
them any more, so the selector-list memberships are dead weight.
Removed from style-custom.css:

  .btn-primary-v2 / .btn-secondary-v2 / .btn-ghost-v2
  .modal-btn / .modal-btn.primary / .modal-btn.danger /
  .modal-btn:not(.primary):not(.danger)
  .users-search / .marketplaces-search / .kb-search
  .users-table / .gp-table / .marketplaces-table / .audit-table
  .filters-card

37 lines smaller. Contract test catches any reintroduction.

KEPT aliases (still in untouched template markup):
- .pill (marketplace_plugin_detail.html, marketplace.html — these
  pages weren't part of Phase A's deprecated-class sweep; their
  own .pill CSS rules still apply)
- All .data-table family extensions (.ad-table, .ea-table, .md-table,
  .members-table, .obs-table, .overview-stats-table, .registry-table,
  .sample-table, .sched-table, .sess-table, .sub-table, .subs-table,
  .ud-table) — these still render data tables in 12 templates;
  selector-list aliasing keeps them visually unified with .data-table
  baseline.
- Legacy token aliases (--bg / --text / --text-light / --secondary /
  --card-bg / --radius) — still resolve absorbed style.css rules.

Templates' inline <style> blocks still contain dead rules for the
renamed classes (.users-search, .modal-btn, etc.); harmless but
bloat. Optional follow-up: a separate sweep can drop those.

* docs(changelog): design-system unification under [Unreleased]

* feat(css): unify page-shell width — .container baseline 1280px + modifiers

Inventory found 30+ unique max-width values across templates (280px
login → 1600px admin/tables). The legacy .container default was 800px,
which made every admin page set its own wider inline override —
30+ ad-hoc widths drifted as a result.

Canonical: .container max-width = var(--width-app) (1280px). Pages
that need a different shape opt in via modifiers:

  .container--narrow → var(--width-narrow)  (800px) — long-form text,
                                                     setup wizards
  .container--wide   → var(--width-wide)    (1400px) — admin lists,
                                                     marketplace grids
  .container--full   → max-width: none — hero / landing

Pages that already set a NARROWER inline max-width (setup, login flows
inside .login-card, etc.) still render at their narrower size — the
inline override beats the new canonical 1280px. The visible change
hits the ~20 admin pages currently rendering at 800px via the legacy
default, which jump to 1280px and pick up consistent breathing room.

Spacing also normalized: padding 24px 20px → var(--space-6) var(--space-5).

* fix(home+catalog): gut dashboard sections + remove confusing toggle + fix table count

Dashboard /home cleanup:
- Remove 'Your Data' card — Data Packages is already a top-nav entry,
  so duplicating data sources on the landing page just adds noise.
- Remove 'Account' card — group memberships + scripts + last sync
  belong on /profile, not on the welcome screen.
- Remove entire right-column (Corporate Memory + Activity Center
  widgets) — both surfaces have dedicated admin pages reachable from
  the Admin dropdown.
- Keep stats row (Tables/Columns/Rows/Data Size/Unstructured),
  env-setup-CTA, and Notifications card.

/catalog cleanup:
- Strip the 'Always included' badge + the locked toggle-switch from
  Core Business Data and Business Metrics cards. The toggle was
  always 'checked disabled' — it visually looked like a switch but
  could not be toggled, which was confusing. The 'Always included'
  copy itself was redundant once the toggle was gone. Agnes Internal
  already rendered without these, so the three cards are now visually
  consistent.

Catalog data_stats fix:
- 'total_tables' was len(sync_state) — counted only tables that had
  ever synced, so a 30-row table_registry with 0 ever synced rendered
  as '0 tables'. Switched to len(tables) — the registered
  business-data table list — so the count reflects what's actually
  available, not what's been touched.

* fix(home): real stat numbers + drop unstructured tile + cleanup dead CSS

Dashboard stats were hardcoded zeros (columns: 0, size_display:
'0 MB', unstructured_display: '0 MB') and the table counter pulled
from sync_state (synced) instead of table_registry (registered).
On a fresh deployment with 30 registered tables and 0 ever synced,
the page rendered '0 / 0 / 0 / 0 MB / 0 MB' — useless.

Now:
- Tables: COUNT(*) FROM table_registry WHERE source_type != 'internal'.
  Matches the /catalog Core Business Data counter.
- Columns: SUM(sync_state.columns). Zero only when nothing's synced yet.
- Rows: unchanged (SUM(sync_state.rows), already correct).
- Data Size: SUM(sync_state.file_size_bytes), human-formatted via
  inline _fmt_bytes helper (KB/MB/GB).
- Unstructured: tile dropped — was always '0 MB' and had no source.
- last_updated: now derived from sync_state max(last_sync), wasn't set
  before so the 'Synced …' tag never rendered.

Dashboard.html cleanup: ~725 lines of orphan inline <style> removed —
.section-title, .data-source*, .toggle-switch*, .catalog-cta*,
.memory-card / .memory-stat / .memory-description / .memory-footer
/ .btn-memory, .activity-card / .activity-stat / .activity-text
/ .btn-activity, .account-grid / .account-row / .account-scripts
/ .badge-role / .badge-group / .cron-line, .badge-included /
.badge-beta / .badge-demo. All matched markup deleted in the
previous commit; the CSS was dead code until now.

* ui(catalog): rename page heading 'Data Catalog' → 'Data Packages'

The top-nav entry says 'Data Packages' but the page itself said
'Data Catalog' — confusing two-name product. Aligns the heading and
<title> with the nav label. Subtitle trimmed too: 'manage your
subscriptions' was a vestige of the toggle UI that just got removed,
replaced with a one-liner describing what the page is for.

Two other 'Data Catalog' strings stay: they live inside the table-
profiler overlay JS and refer to an EXTERNAL catalog system (e.g.
OpenMetadata / Atlan) that an operator may link to per table — that
is a generic term for any external data-catalog product, not our
page name.

* fix(nav): dropdown clicks always work + mutual-exclusion close

Two bugs in the wireDropdown helper:

1. Clicking trigger B while trigger A's menu was open left both open.
   e.stopPropagation() in trigger.click prevented the document-click
   handler from firing, so trigger A's open menu had no way to learn
   that something else was clicked. Net effect: state diverged across
   the two dropdowns the more you clicked.

2. The target-vs-trigger equality check (e.target !== trigger) was
   strict. Clicking the chevron <svg> inside the button reports the
   svg or its <path> child as e.target — not the button — so removing
   stopPropagation alone would trip the close branch in the same
   click that just opened the panel.

Fix both at once: drop e.stopPropagation() AND switch the doc-handler
guard to trigger.contains(e.target). Now any click outside both the
trigger subtree and the panel subtree closes; any click on another
trigger closes via the OTHER dropdown's doc handler; clicks inside
the trigger (button OR svg child) are fully ignored by the doc
handler and only the trigger's own toggle handler fires.

* feat(ui): canonical blue-gradient hero on every admin page

The UI had a per-page hero pattern on ~10 onboarding/marketing pages
(admin_tokens / profile / install / setup_advanced / marketplace /
my_tokens / store_upload / home_*), each with its own ad-hoc CSS
(.tokens-hero, .profile-hero, .install-hero, .upload-hero, …). The
admin section's index + detail pages had plain H1/H2 with their own
.users-title / .gp-title / .obs-title / .cfg-title / … inline styling.
Net effect: half the app felt like a product, half felt like a
spreadsheet.

Now:
- .page-header--hero CSS upgraded to match the look analysts already
  liked from admin_tokens: 28px/32px/24px padding, 14px radius, soft
  primary-tinted box-shadow (0 4px 16px rgba(0,115,209,0.2)), 28px
  semibold title, optional uppercase eyebrow + 13.5px subtitle.
  Narrow-viewport breakpoint included.
- New _page_hero.html partial wraps the boilerplate. Usage:
    {% set page_hero_eyebrow  = "Users & Access" %}
    {% set page_hero_title    = "Users" %}
    {% set page_hero_subtitle = "…" %}
    {% include "_page_hero.html" %}
- 15 admin templates migrated to it: admin_users / admin_groups /
  admin_marketplaces / admin_access / admin_sessions /
  admin_session_detail / admin_store_submissions /
  admin_scheduler_runs / admin_usage / admin_user_detail /
  admin_welcome / admin_workspace_prompt / admin_server_config /
  activity_center / admin/news_editor. Each gets a grouped eyebrow
  (Users & Access / Data / Agent Experience / Activity Center /
  Server) matching the Admin dropdown sections so the page identity
  is unambiguous at a glance.

Legacy *-title H2/H1 + adjacent subtitle paragraphs deleted; their
per-page CSS rules are dead now (harmless, retire in a follow-up
sweep alongside other inline-style cleanup the reviewers flagged).

admin_tables.html intentionally NOT migrated — it's a standalone
HTML page that doesn't extend base.html; a separate refactor.

Test: test_admin_users_page_renders_for_admin assertion updated
from .users-title to .page-header__title + .page-header--hero (the
canonical pair). All other web/template tests stay green.

* refactor(ui): dedup _humanbytes, drop 267 lines of dead inline CSS

(1) _humanbytes consolidation:
- Add TB branch + optional precision param (default 2 preserves existing
  Store detail callers; dashboard uses precision=1 for headline tiles).
- Delete inline _fmt_bytes from dashboard handler — was a copy of
  _humanbytes with different rounding. One canonical helper now.

(2) Dead inline-CSS sweep across 17 migrated templates:
- Conservative regex: a CSS rule is deleted only when its primary class
  matches one of the known-dead names AND that name is NOT referenced
  from any class= attribute in the same file's markup.
- Per-file 'in-use' guard saved several false positives that the deny
  list would have nuked (e.g. .users-toolbar, .gp-search, .obs-subtitle,
  .marketplaces-toolbar are still in use; only .users-table, .users-search,
  .users-title, .modal-btn, etc. that have NO markup left went away).
- Removed: -267 lines across admin_users (-42), admin_marketplaces (-45),
  admin_groups (-31), my_tokens (-38), admin_tokens (-29), admin_access
  (-9), admin_user_detail (-6), admin_welcome (-8), admin_workspace_prompt
  (-8), admin_server_config (-2), admin_sessions (-1), admin_session_detail
  (-1), admin_usage (-1), admin_store_submissions (-3), admin_scheduler_runs
  (-3), activity_center (-4), corporate_memory_admin (-36).

Contract test stays green (9/9); all web/template/render/user_management
tests pass.

* feat(ui): canonical hero on /catalog (Data Packages)

Same .page-header--hero treatment as the admin pages — Data eyebrow,
Data Packages title, Browse-the-data-sources subtitle. Removes the
ad-hoc .page-title block (h1 / p / wrapper-div) and its CSS rules
(now dead, 3 rule blocks deleted).

* fix(nav): load app.js from _app_header.html — works on standalone pages

The previous nav-fix commit moved the inline dropdown script from
_app_header.html into app/web/static/app.js + added <script src=…>
to base.html. That broke EVERY page that includes _app_header.html
WITHOUT extending base.html (catalog, corporate_memory*,
admin_tables, install). They got the nav markup but no JS → both
Admin and AD dropdowns dead on those pages.

Fix: emit the <script src=app.js defer> directly inside the
_app_header.html partial. Any page that includes the header now
gets the script automatically — base.html-extenders AND standalone
HTML pages alike. base.html's duplicate <script> line removed.

Also fixes the wide-hero on /catalog: .page-header--hero now sets
its own max-width: var(--width-app) (1280px) so standalone pages
without a .container parent don't render the gradient edge-to-edge.
catalog's .source-cards bumped from 900px → 1280px to match the
hero, otherwise the page reads two-tier (wide blue band, narrow
content) which the user flagged.

Verified locally via agent-browser: Admin + AD dropdowns now click
through on /catalog, /admin/tables, /corporate-memory.

* docs(plan): standalone pages → base.html framework migration plan

Plan + Plan-agent review (8 must-fix items applied) for converting
the 5 templates that ship their own <html><head><body> scaffold
(catalog, install, corporate_memory, corporate_memory_admin,
admin_tables) to extend base.html. Root cause of yesterday's
'dropdown dead on /catalog' regression: shared infrastructure in
base.html doesn't propagate to standalones.

* feat(base): body_attrs block + migrate install.html to extend base

base.html: new {% block body_attrs %}{% endblock %} slot so pages
that need <body> attributes (admin_tables has data-source-type)
can carry them through extends.

install.html: convert from standalone <html><head><body> scaffold
to {% extends "base.html" %} with title / body_attrs / head_extra
/ layout / scripts blocks. Drops:
- <!DOCTYPE>, <html>, </html>, <head>, </head>
- <meta charset>, <meta viewport>
- Duplicate <link rel="stylesheet" href="...style-custom.css">
  (base.html already provides one)
- <body> opening + closing tags
- Leading _app_header.html include + _version_badge.html include
  (base.html handles both)

Preserves per-page CSS (in head_extra), per-page JS (in scripts),
the Inter font preconnect (kept inline; not hoisted to base in
this PR — separate decision).

Pilots the migration recipe before the 4 larger pages.

* refactor(memory): extend base.html

Same recipe as install.html. corporate_memory.html now inherits
<html>/<head>/<body> + nav + app.js script tag from base.html.
Page-specific CSS and JS preserved in head_extra + scripts blocks.

* refactor(memory-admin): extend base.html

Same recipe as install/corporate_memory. Curation page now in the
shared rendering pipeline.

* refactor(catalog): extend base.html

catalog.html had the most complexity: 7 head-level assets (chart.js,
Prism, prism-sql, metric_modal.css link + 2 preconnects + Inter
stylesheet), 5 body-level <script> blocks including a <script type=
"module"> for the metric modal, 2 duplicate style-custom.css links
in <head>. The migration script preserved all of them — head-level
externals hoisted to {% block head_extra %} in source order, body
scripts relocated to {% block scripts %} in source order (so chart.js
loads before the IIFE that builds Chart instances), duplicate
style-custom.css links dropped (base.html provides one).

* refactor(admin-tables): extend base.html + carry data-source-type

The biggest of the 5 standalones at 3563 lines. <body data-source-
type="{{ data_source_type }}"> attribute carried through via the
new {% block body_attrs %} slot (admin_tables JS reads
document.body.dataset.sourceType to switch between keboola and
bigquery rendering paths).

* release: 0.54.10 — UI design system unification + homepage status frame + initial workspace override + store guardrails

Co-Authored-By: zdenek.srotyr <zdenek.srotyr@keboola.com>

* refactor(web): migrate remaining templates to canonical design primitives

- admin_group_detail: .data-table, .btn family, appToast(), remove duplicate table/button/toast CSS
- admin_store_submission_detail: .data-table, .btn family, appToast(), remove duplicate btn/toast CSS
- profile_sessions: .data-table, _page_hero.html, remove duplicate table/title CSS
- me_debug: .data-table, .btn family, remove duplicate table/button CSS
- marketplace: .btn-primary/.btn-secondary, remove duplicate button CSS
- store_edit: remove duplicate .btn-primary/.btn-link CSS, canonical button classes
- store_upload: remove duplicate .btn-primary/.btn-secondary/.btn-link CSS

Co-Authored-By: zdenek.srotyr <zdenek.srotyr@keboola.com>

---------

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
2026-05-14 13:28:03 +02:00
Vojtech
aa6a6700f4
feat(me/stats): per-analyst Stats dashboard with 4 tabs (#298)
* feat(me/stats): per-analyst Stats dashboard with 4 tabs

New /me/stats page shows the calling user's own analytics across
four tabs, lazy-loaded per activation:

- **Sessions** — paginated usage_session_summary join with a
  filesystem scan of un-processed JSONL (mirrors admin
  list_user_sessions shape). v44 token columns aggregated per row.
- **Tokens** — daily series (default 30 days), by-model breakdown
  (lifetime), top-10 biggest sessions, lifetime totals. Single
  CTE per sub-query against per-user partition (idx_usage_session_user).
- **Data access** — audit_log rows where action LIKE 'query.%' for
  the caller. Covers query.local / query.hybrid / query.remote /
  query.internal. Cursor-paginated on (timestamp, id).
- **Sync activity** — audit_log rows where action is sync.* or
  manifest.* for the caller, plus users.last_pull_at for the
  header. Per-pull history now persists thanks to the new
  manifest.fetch audit row.

Backend: app/api/me_stats.py — single APIRouter at /api/me/stats/*,
four GET endpoints, all gated by get_current_user (server-side
caller scope; the page route itself only renders the shell).

Frontend: app/web/templates/me_stats.html — tab bar + 4 panels,
plain JS lazy-loads each panel's endpoint on first activation,
caches per-tab so switching back doesn't refetch. Small SVG bar
chart on Tokens tab (no external charting dep). 'Stats' link
added to _app_header.html primary nav between 'Data Packages'
and the Admin dropdown.

Side change in app/api/sync.py: /api/sync/manifest now emits a
manifest.fetch audit_log row alongside the existing
users.last_pull_at bump. The column UPDATE only retains the
most recent timestamp; per-pull history needs an audit row.
client_kind='api' for the manifest endpoint (vs. 'web' which
the audit-read deduper uses for AC reads), so the Sync tab can
distinguish CLI pulls from browser-driven manifest peeks.

7 new tests in tests/test_me_stats.py:
- sessions endpoint caller-scope isolation (user A doesn't see B)
- sessions pagination
- tokens empty-user zero shape
- tokens aggregation across daily window + by_model + top + totals
- queries endpoint filters to action LIKE 'query.%' + caller scope
- sync endpoint surfaces both manifest.fetch and sync.trigger
- manifest endpoint writes the manifest.fetch audit row

* ui(me/stats): widen page to 1400px via main.main escape

Default base.html .container wraps content at max-width 800px. Stats
tables (by-model + top-sessions: 6 columns each) felt cramped at that
width — same constraint dashboard.html escapes via the {% block layout %}
override pattern. Mirror that here: render <main class="main"> and
bump .stats-page max-width to 1400px so the 6-column tables breathe
without going edge-to-edge on wide monitors.

* ui(me/stats): narrow from 1400px to 1280px to match /home

/home isn't actually .container's default 800px — style-custom.css
has a body:has(.home-mock) .container { max-width: 1280px } override
that widens it. 1280px is the shared 'wide content' width across the
codebase (top-nav header + /home + dashboard all use it).

Bumping me_stats from 1400px to 1280px so the Stats page reads as
'same chrome' instead of distinctly wider than its sibling pages.
2026-05-14 10:27:58 +00:00
Vojtech
14ddaf1e8e
feat(brand): wire instance.logo_svg into header brand slot (release 0.54.6) (#289)
* feat(brand): inline operator SVG logo + drop header subtitle (release 0.54.6)

Three header tweaks, one PR:

1. _app_header.html drops the small uppercase subtitle line below the
   brand. instance.subtitle still flows into the CLAUDE.md preamble +
   init welcome template ("Operated by …"); only the web header chrome
   loses it.

2. get_instance_logo_svg() in app/instance_config.py reads
   instance.logo_svg (yaml) / AGNES_INSTANCE_LOGO_SVG (env). The
   yaml field was already documented in instance.yaml.example and the
   template already supported inline <svg> via {{ config.LOGO_SVG |
   safe }}, but router.py:344 hard-coded LOGO_SVG = "" — the middle
   wire was missing. Now operators can paste a lockup directly into
   their instance.yaml under instance.logo_svg: | and have it render
   in the header. Resolution mirrors get_instance_brand (env > yaml >
   ""). instance.name remains independent: drives browser <title>
   tags + page h1s + CLAUDE.md heading; the SVG is the web-header
   visual only.

3. .app-header-logo svg gains max-height: 40px; width: auto; so any
   operator's lockup scales via its viewBox to fit the 72px header
   without per-asset width/height edits. Pairs with #2 — without the
   clamp, raw artwork (e.g. a 1600x430 lockup) overflows the chrome.

Release-cut included per the same-PR rule (Unreleased contained only
these bullets after rebase onto 0.54.5).

* revert: keep app-header-subtitle span — out of scope for this PR

Initial commit dropped the subtitle line on the assumption that
the user wanted both the secondary header line AND the future-SVG
brand cleaned up. The actual ask was narrower: drop the hostname
suffix that renders inside instance.name ("Foundry AI (hostname)"),
which is a startup.sh concern, not a template one. Restore the
subtitle span and the CHANGELOG bullet that announced its removal.
PR scope narrows to LOGO_SVG wiring + CSS clamp only.

* fix(header): hide subtitle span when instance.subtitle is empty

Pre-fix the template fell back to the literal string 'Data Analyst
Portal' when INSTANCE_SUBTITLE was unset, so operators who left the
field empty saw a stray hardcoded label below their brand. Switched
to a Jinja {% if %} guard around the whole <span class="app-header-
subtitle"> so an empty subtitle produces no element at all — clean
header chrome instead of placeholder leak.

* feat(home): hide install-hero once onboarded + X close button

- Wrap the entire install-hero in `{% if not onboarded %}` so once
  `users.onboarded=true` (auto-flipped by `agnes init` POSTing
  /api/me/onboarded, or by the new X / existing fallback button) the
  blue hero disappears entirely. Pre-PR the onboarded branch reused
  the same shell with a "Welcome back" header + "Steps 1–4 done" badge
  + minimize toggle, which visually outweighed the actual nav hub.
- Add a circular × close button (top-right of the hero, rendered only
  when not-onboarded). Click → window.confirm() asking the user to
  acknowledge onboarding → POST /api/me/onboarded → reload. The
  confirm string intentionally avoids the literal phrase
  "Mark me as offboarded" because cli/commands/onboarded.py::status
  scans /home's rendered HTML for that exact marker as a fallback for
  the api/me/profile check.
- Lift the offboard escape hatch out of the hero into a discrete
  `.offboard-strip` rendered below, gated `{% if onboarded %}`. Lets
  the analyst flip back to the install view after wiping their
  workspace folder.
- Centralize the /api/me/onboarded POST into a `postOnboarded()` JS
  helper reused by the hero X, the existing "Mark me as onboarded"
  fallback button, and the new offboard button.

Tests updated to match the new behavior:
- `test_home_onboarded_user_sees_nav_hub` — asserts the hero is gone
  and the offboard strip is the only setup-flow remnant.
- `test_minimize_toggle_no_longer_rendered` (renamed) — asserts the
  minimize toggle is absent in both states (was previously rendered
  inside the now-hidden onboarded branch of the hero).
- `test_home_no_auto_transition_after_post_until_reload` — checks
  offboard-strip presence post-flip instead of the removed
  "Welcome back" hero copy.

* fix(home): X-close button used invalid source enum, hit 422

The X button's data-target-source was 'self_acknowledged_x' to give
audit_log a separate marker for X-vs-button-driven flips. But
app/api/me.py:38's OnboardedRequest pins source to a Literal of
['agnes_init', 'self_acknowledged', 'self_unmark']  — pydantic
returned 422 on every X click.

Confusing side effect: both buttons share self-mark-status as the
status element, so the failed X click rendered 'Failed (422)' next
to the still-functional 'Mark me as onboarded' button. Looked like
the button itself broke.

Fix: drop the _x suffix. Both surfaces now POST source='self_acknowledged'.
Distinction in audit_log is not load-bearing — the source field
captures user intent ('I'm onboarded'), not the specific UI affordance.
2026-05-13 17:25:46 +00:00
ZdenekSrotyr
b4d3c576af
Activity Center: audit log + telemetry + sessions + agnes_* tables (#278)
* docs(spec): admin observability spec + Activity Center MVP plan

Parent spec (480 lines) + executable plan (2295 lines, 14 TDD tasks).
Covers Activity Center rebuild (/admin/activity), with /admin/sessions
and /admin/feedback deferred to follow-up plans.

Already incorporates reviewer-pass revisions across three angles
(security, production resilience, code architecture):
- _get_db import path corrected to app.auth.dependencies
- Test fixtures aligned with seeded_app / admin_user / get_system_db
- All new audit writes wrapped in try/except + logger.exception
- Filename sanitization on session uploads
- DuckDB DESC index behavior documented; upgrade window flagged
- Migration idempotency + evolved-DB test cases
- reveal_raw + shared-cache multi-worker explicitly deferred

Targets schema v40 (audit_log gains params_before, client_ip,
client_kind, correlation_id + 3 indices).

* feat(db): schema v40 — audit_log gains params_before, client_ip, client_kind, correlation_id + 3 indices

* chore(test): clean up Task 1 — drop unused import, rename stale test

* feat(audit): AuditRepository.log() accepts params_before/client_ip/client_kind/correlation_id

* test(audit): strengthen params_before assertion to round-trip JSON content

* feat(audit): AuditRepository.query() rich filters + keyset cursor pagination

* feat(sync): SyncStateRepository.list_recent() cross-table feed

* feat(audit): POST /api/sync/trigger writes audit_log row

* feat(audit): POST /api/scripts/run-due writes audit_log row

* feat(audit): POST /api/upload/sessions writes audit_log row + sanitizes filename

* feat(audit): GET /api/data/{table_id}/download writes audit_log row

* feat(activity): /api/admin/activity timeline + /health + /sync endpoints

* feat(ui): /admin/activity rebuilt — health pulse, timeline, sync grid; /activity-center → 308 redirect

BREAKING: removed demo executive-pulse / maturity-roadmap content from activity_center.html.
The page now reflects real audit_log + sync_history data.

* feat(ui): admin nav + dashboard widget point at /admin/activity

* feat(activity): recursive-audit suppression for AC read endpoints (60s window per actor+filter)

* feat(activity): emit PostHog events when integration enabled (no-op default)

* fix(audit): move v40 indices out of _SYSTEM_SCHEMA + update test_repositories to unpack query() tuple

_SYSTEM_SCHEMA CREATE INDEX on audit_log(timestamp) failed when migration
tests hand-roll a bare audit_log (id, action) without the timestamp column.
Fix: remove indices from _SYSTEM_SCHEMA; add ADD COLUMN IF NOT EXISTS guards
for timestamp and other pre-v40 columns in _v39_to_v40() so the upgrade path
is safe on any hand-rolled schema; call _v39_to_v40 explicitly in the
fresh-install (current==0) path to restore index creation there.

Also unpack the (rows, next_cursor) tuple from AuditRepository.query() in
the three TestAuditRepository tests that still treated it as a list.

* docs: CHANGELOG entry for Activity Center MVP

* chore: refresh stale module docstring in app/api/activity.py

* feat(cli): agnes admin activity — terminal access to Activity Center (timeline + health + sync)

* fix(db): _v39_to_v40 — add IF NOT EXISTS guard for 'action' column

The v39→v40 ladder step adds defensive ADD COLUMN IF NOT EXISTS for
every audit_log column so a hand-rolled bare audit_log (id only) is
safe through the ladder. 'action' was missing from the guard list,
causing CREATE INDEX idx_audit_action_time to fail on tests that
stub audit_log with only an id column (tests/test_e2e_extract.py::
TestSchemaMigration::test_migration_preserves_and_extends).

Local 6/6 schema tests + the previously-failing CI test pass.

* docs(spec): platform telemetry epic — Boss directive + Activity Monitoring plan rebased onto v40 (stacked on zs/spec-activity-center)

* feat(db): schema v41 — 7 usage_* tables for telemetry (events, summary, rollups, attribution)

* chore(db): tighten v41 — usage_session_summary.session_id NOT NULL + upgrade test asserts all 7 tables

* feat(usage): UsageAttributionRepository — replace/delete/lookup over usage_attribution_* tables

* refactor(marketplace): extract list_inner_skills/agents/commands to src/marketplace_listing.py for reuse

* feat(usage): explode plugin attribution on marketplace sync + store entity write; backfill script

* refactor(marketplace): finish src/marketplace_listing.py extraction — drop duplicate _list_inner_* + _parse_frontmatter from app/api/marketplace.py

* feat(usage): promote attribution helpers to src/usage_attribution_helpers.py; hook update_entity rename + bundle-swap; clarify best-effort semantics

* feat(usage): UsageProcessor real extraction + rollup rebuild + 10 fixture-driven tests

* fix(usage): include tool_id in event hash + executemany + rollup transaction (critical multi-tool-turn drop fix)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat(marketplace): popularity stats — invocations_30d + trend + sort=most_used|trending + Most Popular section

* feat(admin): /admin/users/<id> Sessions section — list + single-file + bulk-zip downloads (audit-logged)

* feat(usage): admin export endpoint + CLI — csv/json/parquet streaming, filters, audit-logged

* feat(usage): agnes admin ask — LLM Text-to-SQL over usage_events with SELECT-only validator (audit-logged)

* feat(usage): reprocess + prune endpoints + scheduler daily prune job + CLI

* docs: PLATFORM_SETUP.md operator playbook + HOWTO/ cookbook (5 guides + index)

Adds docs/PLATFORM_SETUP.md as a consolidated operator playbook covering
bootstrap, TLS, marketplaces (curated + flea), scheduler env vars, telemetry
extraction/export/ask/prune, privacy posture, and daily routine.

Adds docs/HOWTO/ with 5 analyst cookbook guides: first query, snapshots for
remote tables, private sessions, feedback + admin ask, and customizing skills.

Existing setup docs (QUICKSTART, DEPLOYMENT, ONBOARDING, HEADLESS_USAGE)
get a one-line cross-reference at the top pointing to PLATFORM_SETUP.md.

* docs(changelog): platform telemetry epic — usage_* foundation + surfaces + admin access + docs

Comprehensive [Unreleased] entry covering: usage_events/session_summary/
tool_daily/plugin_daily tables (v41), attribution lookup tables, backfill
script, marketplace Most Popular + invocation chips + sort, admin Sessions
section, export/ask/reprocess/prune endpoints + CLI mirrors, Activity Center
(v40), PLATFORM_SETUP.md + HOWTO/ docs, and operations notes for v41 upgrade.

* fix(security): block DuckDB read_*/http_*/glob functions in usage_ask validator + symlink escape guard in session zip + clarify mark-private semantics

* fix(admin): parquet export tempfile cleanup on COPY failure + correct processed-first sort on /admin/users/<id>/sessions

* feat(audit): close 8 production audit gaps — query (local/remote/hybrid), catalog/schema/sample, snapshot estimate/create, check-access

* feat(ui): /admin/usage summary dashboard + per-user activity tab on /admin/users/<id>

* fix(audit): cap error messages at 200 chars + audit user_activity reads + recursion guard on usage.summary

* fix(audit): catalog.list audits on error path + clean up deferred json import

* fix(ux): client_kind=cli for PAT auth + timeline empty state + email-instead-of-uuid + nav reorder + help text + loading indicators + ask doc

* feat(observability): unify /admin/activity into single page with saved views

- KPI cards (events, users, error rate, p95) clickable as quick-filters
- Faceted filter dropdowns populated from audit_log in the current window
- Sortable audit table, cursor pagination, per-row JSON side panel
- Saved views (schema v43: user_observability_views) — per-user state
- Top bar: window selector + 30s Live toggle + saved views dropdown
- /admin/scheduler-runs → 308 redirect (source=scheduler filter)
- New endpoints: /api/admin/observability/{facets,kpis,views}

* test: update activity + scheduler-runs tests for unified page

- test_admin_activity_page_renders asserts new structural anchors
- test_admin_scheduler_runs_page_admin_only asserts 308 redirect

* fix(observability): respect [hidden] on modal + side panel

CSS `display: flex` on .obs-modal beat the [hidden] attribute's UA
display:none, so the save-view modal rendered on page load and Cancel
clicks couldn't dismiss it. Gate the modal's flex layout on
:not([hidden]); add the same display:none guard prophylactically to
.obs-panel and .obs-views-panel.

* feat(observability): user enrichment in audit + interactive /admin/usage

Activity:
- /api/admin/activity now joins users for user_email + user_name per row
- User column renders "name (id-prefix)" or "email (id-prefix)" instead
  of an opaque truncated UUID; falls back to id when the user record is
  missing

Usage:
- /admin/usage rewritten as the same filter/group-by/search pattern as
  /admin/activity. Faceted dropdowns (User / Tool / Source / Event type)
  populated from usage_events; debounced free-text search across
  tool_name / skill_name / subagent_type / command_name
- New endpoints /api/admin/usage/{facets,kpis,query}; the query endpoint
  supports group_by in {day, username, tool_name, source, ref_id} with
  sort + offset pagination, plus an ungrouped raw-events mode
- 4 KPI cards (events, distinct users, distinct tools, error rate) are
  clickable quick-filters; clicking a grouped row applies the bucket as
  a filter
- Old static `?window=7d|30d|all` server preload removed; all state is
  client-side via since_minutes + group_by + filters in the URL

* fix(observability): clearer labels, all-column sort, drop saved views UI

- Rename page titles: "Activity" → "Server activity", "Usage" → "Tool usage"
  with a one-line subtitle on each explaining what the page covers and
  linking the other one. The two pages source different data (audit_log
  vs usage_events) and the previous labels conflated them.
- Drop the saved-views dropdown + save modal from /admin/activity. The
  modal pop-open bug was the trigger; the value wasn't there yet. The
  /api/admin/observability/views CRUD + DuckDB table stay in place.
- Rename "Live (30s)" to "Auto-refresh (30s)" with a tooltip clarifying
  that it's the re-fetch rate, not the time range. Time range now
  labeled "Time range" instead of "Window".
- All audit-table columns are sortable (User, Source, Action, Resource,
  Result added); sort is page-local with a Jinja comment explaining the
  trade-off. Same for raw usage rows.
- Fix duplicate sort-arrow bug — the literal "▼" in the Time th HTML was
  rendering alongside the CSS ::before arrow. Removed the literal; CSS
  is the single source of truth.

* feat(observability): global Sessions browser + transcript viewer + CLI

Web:
- /admin/sessions — list every collected session JSONL across all users
  with time-range, user, model, errors-only and free-text filters. Default
  sort surfaces error-heavy sessions first. KPI cards (sessions, distinct
  users, sessions w/ errors, tool error rate) clickable as quick-filters.
- /admin/sessions/<username>/<file> — transcript viewer rendering the
  JSONL chronologically: user prompts, assistant text, tool calls (with
  JSON input) and tool results (with flattened output). Errors get a red
  border + chip and a "Next error" navigation button at the top.
- Admin dropdown gains a "Sessions" link.

API:
- GET /api/admin/sessions/{list,kpis,facets} — filtered cross-user reads
  off usage_session_summary
- GET /api/admin/sessions/{username}/{file}/transcript — parses JSONL via
  the existing services.session_pipeline.lib, returns chronological events
- GET /api/admin/sessions/{username}/{file}/download — JSONL stream, same
  path-safety guards as the per-user endpoint, audit-logged

CLI:
- `agnes admin sessions list [--user X] [--errors] [--since 7d]` — table
  output with `!` prefix on rows that hit a tool error
- `agnes admin sessions show <username> <file>` — transcript dump, with
  `--errors` to print only the failed tool_result blocks
- `agnes admin sessions download <username> <file> [-o path]`
- `agnes admin sessions kpis` — top-level numbers

* feat(internal): expose telemetry tables to agnes query with row-level RBAC

Three new registered tables backed by system.duckdb, queryable through
the same /api/query plumbing analysts use for Keboola / BigQuery /
local sources:

  agnes_sessions  → usage_session_summary  (filter: username)
  agnes_usage     → usage_events           (filter: username)
  agnes_audit     → audit_log              (filter: user_id)

RBAC is per-row, not per-table: admins see every user's rows; non-admins
see only their own. The filter is built server-side from the auth user
dict; non-admin filter values are regex-validated before SQL interpolation.

Implementation:
- new connector connectors/internal/ with access (filter+exec) + registry
  (idempotent table_registry seed at startup)
- /api/query detects internal table refs and short-circuits to a CTE
  wrapper that prepends "WITH agnes_x AS (SELECT * FROM <src> WHERE …),
  …" then "SELECT * FROM (<user_sql>) AS _q". DuckDB cursor on the
  shared system.duckdb handle — opening parallel handles / ATTACH on the
  same file is blocked process-wide.
- mixing internal + BQ / registered local tables in one SELECT is
  rejected (v1 limitation)
- src.rbac.can_access_table waves internal tables through for all
  authenticated users; row scoping is the actual security control
- /api/v2/schema and /api/v2/sample gained internal branches; sample
  intentionally skips its cache because rows are RBAC-scoped per caller
- audit row written as action='query.internal' with is_admin flag

Tests: connectors/internal/access — RBAC, filter clause, schema, CTE
wrapper coexistence with user-supplied aggregations, unsafe-username
rejection. 16/16 passing.

Motivating queries this enables:
  SELECT tool_name, COUNT(*) FROM agnes_usage
   WHERE is_error GROUP BY 1 ORDER BY 2 DESC
   -- analyst self-introspection: which tools fail for me?

  SELECT user_id, COUNT(*) FROM agnes_audit
   WHERE action = 'session.transcript_view' GROUP BY 1
   -- admin: who's been looking at whose session transcripts?

* feat(admin): group dropdown into 5 named sections + internal tables in /catalog

Admin dropdown gains section headers so admins can land on the right
page without re-reading the full menu:

  Activity Center      Server activity / Tool usage / Sessions
  Users & Access       Users / Groups / Resource access / Tokens
  Data                 Tables
  Agent Experience     Curated Marketplaces / Flea Submissions /
                       Agent Setup Prompt / Agent Workspace Prompt
  Server               Server config

"Agent Experience" frames the curated content + prompts as one cluster
— it's all admin-controlled material that shapes what an analyst's AI
agent encounters. "Configuration" → "Server" since only one item lives
there now.

Renamed the section's first two items:
  "Activity" → "Server activity" (matches page H1)
  "Usage"    → "Tool usage"

Also fixes /catalog visibility of the internal tables (agnes_sessions /
_usage / _audit) for non-admin users: ``app.auth.access.can_access``
short-circuits to True for resource_type='table' + an internal-table id.
Without this, non-admins saw the tables in /api/v2/catalog (which uses
the same RBAC bypass) but not on the /catalog HTML page (which calls
can_access directly, requiring a resource_grants row internal tables
don't have).

CSS for `.app-nav-menu-section`: small caps, muted, non-clickable; first
section trims top padding so the panel doesn't open with an awkward gap.

* refactor(admin): move corporate memory into Admin > Agent Experience

Memory link was the only admin-only entry in the primary nav (gated by
session.user.is_admin). Moves it into the Admin dropdown under Agent
Experience, alongside Curated Marketplaces / Flea Submissions / Prompts
— all admin-curated content that shapes what an analyst's AI agent
encounters.

Renamed the nav label to "Shared Knowledge" to match what the page
actually is (admin-curated organisational knowledge from session
verification, surfaced to agents). URL stays at /corporate-memory; the
route still gates on require_admin per the existing comment.

Side effect: primary nav (Home / Marketplace / Data Packages) is now
uniform for every authenticated user — no conditional admin-only entry.

* ui: rename admin entries to Curated Knowledge / Init Prompt / Workspace Prompt

- "Shared Knowledge" → "Curated Knowledge" (parallel with "Curated
  Marketplaces" in the same Agent Experience section; "curated" tells
  the admin what they do there — review + approve)
- "Agent Setup Prompt" → "Init Prompt" (matches the `agnes init` flow
  it actually drives)
- "Agent Workspace Prompt" → "Workspace Prompt" (the "Agent" prefix
  was redundant — every item in the section is agent-facing)

Renames page titles + H1s on /admin/agent-prompt and
/admin/workspace-prompt to match.

* refactor: rename Usage → Telemetry across user-facing surfaces

External surfaces all switch; internal Python module / file names and the
physical DB tables (usage_events, usage_session_summary, usage_tool_daily,
usage_plugin_daily) stay — renaming them would force a schema migration
+ a redo of the LLM Text-to-SQL prompt for no analyst-visible win.

Changes:
- Admin dropdown: "Tool usage" → "Telemetry"
- Page H1 / <title>: same
- URL: /admin/usage → /admin/telemetry; old URL 308-redirects
- API prefix: /api/admin/usage/* → /api/admin/telemetry/*
- CLI: primary command `agnes admin telemetry …`; `agnes admin usage` kept
  as a deprecated alias so existing operator scripts keep working
- Internal data-source table id: agnes_usage → agnes_telemetry. The
  registry seed now evicts any stale internal-source row whose id no
  longer matches INTERNAL_TABLES, so the old `agnes_usage` row is
  removed from table_registry on next app boot
- All tests + JS endpoint paths updated

* test(rbac): include auto-appended internal tables in expectations

get_accessible_tables now appends agnes_sessions / agnes_telemetry /
agnes_audit to every authenticated user's accessible-tables list so the
internal data source shows up in /catalog. The two existing rbac tests
asserted hardcoded list shapes that pre-dated the change.

Rewritten to assert "granted tables + the canonical internal-table set"
instead of literal lists, so the test stays correct if the internal
table roster changes again later.

* ui: visual dividers between admin-dropdown sections

Adds a 1px top border + 6px top margin to every section header except
the first, so the five named groups (Activity Center, Users & Access,
Data, Agent Experience, Server) read as visually separated clusters.
The header itself stays small-caps + muted as before — the border is
additive.

* ui(memory): match obs-topbar visual on /corporate-memory

The Curated Knowledge page (linked from the admin dropdown's Agent
Experience section) opened straight into the stats bar — no title,
no subtitle, no shared chrome with the other admin pages. Adds an
obs-topbar-style header at the top of .container-memory:

  - H1 "Curated Knowledge"
  - subtitle explaining what the page is + how AI agents pull from it

The `.ck-*` class set duplicates the inline obs-* styles from
/admin/activity etc. for this one page; promoting the obs-* class set
to style-custom.css for shared reuse is the obvious next step (4 pages
already inline the same CSS), tracked as a follow-up.

Page <title> also renamed from "Corporate Memory" → "Curated Knowledge".

* ui(tables): list Agnes internal tables in /admin/tables + group in /catalog

/admin/tables previously rendered three per-source-type listings
(BQ / Keboola / Jira) and dropped any row whose source_type didn't
match — so the agnes_sessions / agnes_telemetry / agnes_audit rows
seeded into table_registry were invisible. Adds a fourth read-only
section "Agnes internal tables" that filters source_type === 'internal'
and renders the same registry-table layout the other sections use,
with two changes:

  - no Register button (these rows are seeded on every app boot from
    connectors/internal/registry.py)
  - Edit + Delete actions hidden (any change would be reverted on the
    next start). Manage access stays so admins can still inspect.

Mode badge picks up a new mode-internal CSS class (teal accent) so the
display doesn't lie and call it "local".

In /catalog, internal tables now group under an "agnes" accordion
section (bucket="agnes" on seed) instead of falling into the catch-all
"default". Single source of truth for which tables exist; admins find
them where they expect.

* ui(tables): Agnes internal as a 4th tab next to BQ/Keboola/Jira

Previous iteration mounted the internal-table listing as a separate
standalone card under the tab strip. Reshapes it to a proper
tab-content section so admins switch between data sources via one
consistent nav (BigQuery / Keboola / Jira / Agnes internal).

- New tab button "Agnes internal" in the tab-nav.
- The listing card becomes <section id="tab-content-internal"
  class="tab-content">; switchTab() already routes by id so no JS
  change beyond extending the hash allowlist for direct #internal
  links.
- Tab content keeps the read-only treatment from the previous commit
  (no Register button, no Edit / Delete in renderRegistryListing).

* ui: rename Curated Knowledge → Curated Memory

Settles the naming back on "Curated Memory" — parallel structure with
"Curated Marketplaces" in the same Agent Experience section, and zero
rename ripple: URL (/corporate-memory), API (/api/memory/*), CLI
(agnes admin memory), and Python modules all stay on "memory" so the
admin label finally lines up with the underlying surfaces.

The "Curated" prefix still tells admins what they do on the page
(review pending → approve / mandate / reject) and reads as a sibling
of "Curated Marketplaces" right next to it in the dropdown.

Touches: admin dropdown label, page <title>, page H1. DB tables stay
on knowledge_* (already the canonical naming for the data shape).

* ui: rename "Server activity" → "Audit log"

"Audit log" is what the page actually is — server-side audit_log table
rendered with KPI cards + filter bar + sortable table. The "Server
activity" label confused the term with Claude Code session telemetry
(Telemetry page) and didn't make the source/concept clear.

Touches:
- Admin dropdown nav label
- /admin/activity page H1 + subtitle
- /admin/telemetry subtitle cross-link
- test_activity_api page-renders assertion

URL (/admin/activity) and API (/api/admin/activity/*) stay — the
"activity" name has stuck at the route layer for a year; rerouting
those would churn dashboards/bookmarks for zero analyst-visible win.

* ui(admin-nav): gray band on each section header for clearer separation

Previous iteration used a 1px top border between section labels — the
labels still blended into the items above/below at a glance. Switches
to a light gray background band per section header, extended edge-to-
edge inside the panel via negative horizontal margins. Bolder
font-weight (700) reinforces the separation; bumping the font color
isn't needed because the band itself does the work.

First section's header tucks into the panel's top border-radius so the
band reaches the corners without a gap.

* ui(catalog): rename internal-table category to "Agnes Internal"

`bucket` is what /catalog renders as the accordion category header
verbatim — "agnes" lowercase didn't read as a real category name and
got confused with a system identifier. Bumps to "Agnes Internal".
Seed re-applies on every app boot so existing rows pick up the new
bucket value via `ON CONFLICT (id) DO UPDATE`.

* ui(catalog): split Agnes Internal into its own card on /catalog

Previously the three internal tables landed inside the "Core Business
Data" card under an "Agnes Internal" accordion alongside Keboola / BQ
buckets — readers conflated system telemetry with business datasets,
and the data_stats header counter ("3 tables · ~X rows total") only
ever counted synced rows so internal tables looked invisible.

Split the catalog page into two cards:
- Core Business Data: only non-internal source_types (Keboola, BQ,
  Jira). Accordions group by bucket as before. Stats counter reflects
  this card's tables.
- Agnes Internal: a dedicated card with its own visual treatment
  (teal accent matching the mode-internal badge in /admin/tables).
  Flat list (no accordion — only 3 rows, never grows here), each
  row carries the canonical `agnes query` snippet. Read-only — no
  profiler click, no In-stack toggle, no sync metadata.

Route adds `internal_card` context object; template renders the new
card only when it's non-None.

* fix(rbac): hide internal tables from /admin/access + drop "my" framing

Two related cleanups for the Agnes-internal tables:

1. /admin/access (resource grants) no longer lists them. The
   `can_access` check has a hardcoded internal-table bypass — security
   is row-level (per-request view filter), so a table-grain
   `resource_grants` row would do nothing. Surfacing them in the UI
   let admins set up grants that silently no-op. Filter at the
   `_table_blocks` projection so the UI tree never sees them.

2. Display names drop the analyst-perspective "my" framing:
     "Agnes — my sessions"          → "Agnes sessions"
     "Agnes — my telemetry events"  → "Agnes telemetry events"
     "Agnes — my audit log"         → "Agnes audit log"
   The "my" only makes sense from the querying analyst's seat
   (`SELECT … FROM agnes_sessions` returns *their* rows); on /admin/*
   pages where admin sees / configures them across users, the
   pronoun was misleading. Description text now spells out the
   row-level RBAC contract explicitly.

Display names update via TableRegistryRepository.register's ON CONFLICT
UPDATE on next app boot; no manual cleanup needed.

* ui: subtitle notes about agnes_* tables on each Activity Center page

The recursive observability story — Agnes serves its own audit /
telemetry / session data through the same `agnes query` plumbing
analysts use for business data — wasn't surfaced anywhere on the
admin pages that show that data. Three pages get a one-liner with
the canonical `agnes query` snippet + the RBAC contract (analysts
see their own rows, admin sees all):

- /admin/activity (Audit log)   → agnes_audit
- /admin/telemetry (Tool usage) → agnes_telemetry
- /admin/sessions               → agnes_sessions

Sets up the discovery moment for admins: they're reading the page,
they see "you can query this from Claude Code", they remember it
when an analyst asks "how do I find my own failed tool calls?".

* ui(tables): explain "Show log" empty-state on /admin/tables

Cache warmup log <pre> renders with a dark background and is only
populated by the SSE stream during a Re-warm all run. Opening the
page cold + clicking Show log just revealed a black bar with no
context — admins couldn't tell what they were looking at.

Adds an inline paragraph above the <pre> explaining what the log is,
the row format, when it fills in, and where to find the historical
audit trail (/admin/activity). The actual <pre> stays empty until
SSE events arrive, but the surrounding copy carries the meaning.

* ui(tables): auto-open cache-warmup log on Re-warm all click

A Re-warm all run takes ~24s per remote BQ row. With the <details>
collapsed by default, operators saw the button disable, watched a
quiet ~24s pass, and assumed nothing had happened — the streaming
log was hidden behind a closed disclosure.

Two small JS tweaks:
- cacheWarmupRun() opens the details on click, so streamed lines
  appear without an extra interaction
- cacheWarmupOnStart() hides the inline hint paragraph the moment
  real log content lands, so the dark log block isn't competing
  with redundant context

Hint paragraph also clarifies that only `query_mode='remote'` BQ
rows are warmed — operators with only materialized/internal tables
would see total=0 and the page would "do nothing" by spec.

* ui: trim Agnes internal copy across surfaces

Descriptions had grown to explain the extraction pipeline ("parsed
out of session JSONLs"), the underlying table ("Backed by
usage_session_summary"), the RBAC mechanic ("row-level RBAC at query
time — analysts see their own; admin sees all"), and the SQL snippet.
Every implementation detail meant another rewrite on the next iter.

Strips to one stable line per surface: what the data is, plus
"Also available locally for analysis". Mechanics live in code +
docs; the page copy says what the user needs to know.

Touched:
- connectors/internal/access.py: INTERNAL_TABLES descriptions
- activity_center.html / admin_usage.html / admin_sessions.html
  subtitles
- catalog.html Agnes Internal card description + row strip
- admin_tables.html "Agnes internal" tab hint

* fix(internal): is_user_admin arity bugs + + saved-view payload cap

Round-1 code review (PR #278) caught two blocking bugs and three nits.

Blocking — both `is_user_admin(user)` (single dict arg) calls raised
TypeError. is_user_admin signature is `(user_id, conn)`. Affected:

- app/api/query.py:_run_internal_query — every POST /api/query that
  references agnes_sessions / agnes_telemetry / agnes_audit blew up
  with a 500. The headline analyst-facing feature of this PR was
  unusable through the API.
- app/api/v2_sample.py — same shape; `GET /api/v2/sample/agnes_*`
  returned 500.

Both fixed to call `is_user_admin(user.get("id"), conn)`. Added two
FastAPI-level tests in test_internal_data_source.py that go through
the TestClient — the existing unit tests on `execute_internal_query`
and `build_filter_clause` skipped the request-handler layer where the
bugs lived, which is why this landed.

Nits also closed:
- connectors/internal/access.py: `+` allowed in _USERNAME_RE /
  _USER_ID_RE so RFC 5321 email local-parts (alice+test@x) resolve
  correctly without hitting InternalAccessError.
- app/api/observability.py: saved-view payload capped at 64 KiB to
  prevent an admin from bloating system.duckdb with a malformed save.

* fix(security): close non-admin data-leak via underlying-table refs

PR #278 R2 review surfaced a non-admin-exploitable bypass: SQL whose
string literal contains 'agnes_sessions' routed into the privileged
internal-query path, then queried the underlying physical table
(usage_session_summary / usage_events / audit_log) directly, escaping
the CTE wrapper's row filter. Two reinforcing defenses:

1. find_internal_refs() now strips single-quoted string literals
   before scanning for alias names — a literal alone no longer
   routes the request into the privileged code path.

2. execute_internal_query() rejects non-admin SQL that references
   the underlying physical tables (usage_*, audit_log). The CTE
   wrapper only scopes the agnes_* aliases; a direct FROM on the
   base table — or a shadowing inner WITH that still has to read
   the base table — bypasses RBAC. Block before execution with an
   actionable error pointing to the agnes_* alias. Admins are
   unaffected (god-mode short-circuit on the filter clause).

3. tests/test_internal_data_source.py — three new negative tests
   covering literal-only matches, direct-table refs, and CTE
   shadow attempts.

Also tightens usage_ask.py's SELECT-only validator: pragma_table_info,
pragma_storage_info, pragma_database_*, and duckdb_tables / columns /
views / indexes / schemas are reflection functions that leak metadata
the analyst question shouldn't reach. \bPRAGMA\b in _FORBIDDEN never
matched the function-call form (word-boundary between `A` and `_`).

* fix(security): dynamic denylist for non-admin internal queries

R3 review (PR #278) caught a wider data-leak than R2: the underlying-
physical-table guard listed only the 7 usage_* + audit_log tables,
but system.duckdb has 30+ other sensitive tables — users (emails +
ids), personal_access_tokens, resource_grants, user_groups,
user_observability_views, store_*, marketplace_*, knowledge_*, etc.
A non-admin SQL like

    SELECT * FROM agnes_sessions
    UNION ALL SELECT email, id, … FROM users LIMIT 1

would leak every user's row.

Replaces the hardcoded denylist with a **dynamic allowlist** —
non-admin SQL may reference ONLY the registered agnes_* aliases.
Every other table in `information_schema.tables` (main schema) is
rejected. Future migrations that add a new sensitive table are
automatically covered without re-editing this module.

Also strips SQL comments (`/* */` and `--`) before the identifier
scan so a comment-wrapped table name (`/**/users/**/`) can't slip
past the regex.

Four new negative tests pin: `users`, `personal_access_tokens`,
block-comment wrap, line-comment wrap.

Plus: per-user view-count cap (100) on /api/admin/observability/views
so an admin can't fill system.duckdb with thousands of saved views.

* release: 0.54.0 — Activity Center + Telemetry + Sessions + internal datasource

Cuts the work shipped across this PR (Activity Center build, recursive
internal data source) into a versioned release. Bumps pyproject.toml
to 0.54.0; renames the top of CHANGELOG.md from [Unreleased] to
[0.54.0] — 2026-05-12 with a header summary; opens a fresh
[Unreleased] section for the next round.

---------

Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-12 22:41:19 +02:00
Vojtech
a46b9dc928
/home install-hero polish: license link contrast, auto-mode reorder, Shift+Tab guidance (#243)
* Make /home install-hero links readable against blue background

The Claude license-options link added in the previous commit inherited
the default `<a>` style (`var(--hp-primary)` blue), which renders as
blue-on-blue and is unreadable inside the blue install-hero. Add a
scoped `.install-hero a` rule that uses white with an underline
(matching the existing lead-paragraph contrast pattern) so any link
nested in the hero stays legible.

* Reorder /home install flow: auto-mode is now Step 2, Agnes install becomes Step 3

Step 3 (was Step 2) pastes a ~20-command bash bootstrap into a fresh
Claude Code session. Without auto-mode enabled first, each Bash/edit
command needs a manual approve click — bad UX for first-time users.

Move auto-mode from the outside-hero `<details>` reference block into
the install-hero as a real Step 2, between "install Claude Code" and
"install Agnes". Content is the persistent `acceptEdits` snippet
(write to ~/.claude/settings.json) plus a one-liner pointing at
Shift+Tab for users who are already inside a running Claude Code
session. YOLO mode for full Bash auto-approve stays on
/setup-advanced behind the existing link.

The outside-hero `setup-collapsible[data-section="step3"]` block is
dropped — auto-mode is no longer reference content, it's a real
install step, and duplicating it would just diverge over time.
Onboarded users no longer see the auto-mode block at all (consistent
with Steps 1 + 3 also hiding post-onboarding).

Completion banner copy updated: "Step 1, 2 & 3 done — Claude Code
installed, auto-mode set, Agnes ready". Dashboard CTA partial and
other templates don't reference step numbers for this flow, so no
adaptation needed there.

* Simplify /home Step 2 to Shift+Tab only — drop the JSON snippet

Operator pointed out two issues with the prior Step 2:

1. The settings.json snippet is redundant. Claude Code's first
   Shift+Tab cycle to auto-accept mode already prompts the user
   whether to persist it as default — Claude writes the config
   itself, no manual file edit needed.

2. The snippet only showed the POSIX path `~/.claude/settings.json`,
   which doesn't translate to native Windows.

Replace the snippet + copy button with a plain Shift+Tab instruction,
explicitly call out the first-time "make this the default?" prompt,
and note that Claude handles the config write itself — same flow on
macOS / Linux / WSL / Windows. Adds a fallback line for users who
already closed the post-OAuth session.

* Tighten /home Step 2 install-note to two paragraphs

Operator: drop the 'Claude writes the setting itself, so this works
the same on macOS / Linux / WSL / Windows...' line plus the
'auto-approves file edits going forward; Bash commands stay gated
— that's the safe default' line. Both were filler — the make-default
prompt already implies persistence, and gated Bash is the obvious
default users won't be surprised by.

Result: paragraph 1 carries Shift+Tab + first-time make-default
say-yes + closed-session fallback in one breath; paragraph 2 keeps
the verbatim YOLO link. Same affordances, less vertical space.
2026-05-11 16:46:58 +00:00
minasarustamyan
9de679c714
System plugins (schema v39) + marketplace UX polish + drop legacy pages (#241)
* System plugin tier with mark/unmark fanout (schema v39)

Adds a mandatory plugin tier so admins can pin a small set of curated
plugins into every user's stack from day one. Marking a plugin via the
new toggle on /admin/marketplaces materializes resource_grants for every
group and user_plugin_optouts subscriptions for every user, so the
existing resolver pulls the plugin into every served set without a new
filter layer. Hooks on user-create (Google OAuth, magic-link, admin
POST, scheduler) and group-create propagate the same materialization to
new principals. UI locks: /admin/access disables the checkbox with a
SYSTEM pill; /marketplace cards swap the "In stack" green pill for an
amber "Required" badge with shield icon; the plugin detail install
button reads "Required by your org"; /my-ai-stack toggle is disabled.
Bypass paths return 409 (DELETE /api/admin/grants for system grants,
PUT /api/my-stack/curated/.../{enabled:false}, DELETE
/api/marketplace/curated/.../install). Unmark only flips the flag —
materialized rows persist so admins curate cleanup at their leisure
through the now-unlocked /admin/access checkboxes.

* Marketplace UX polish + drop legacy /store and /my-ai-stack pages

Two-part cleanup post-v39:

(1) Page deletion. /store and /my-ai-stack were already replaced by
/marketplace?tab=flea and /marketplace?tab=my respectively, but the
standalone routes lingered. Hard delete in dev mode — no redirects,
stale bookmarks 404. The /store/new upload wizard, the flea
detail/edit pages, the admin queue, and all /api/store/* +
/api/my-stack endpoints (CLI consumers) stay. Internal hardcoded
hrefs in the upload wizard's Cancel button and the advanced-setup
page repointed to the marketplace tabs.

(2) Detail-page install button rework. The single button that morphed
between "+ Add to my stack" and "✓ In your stack" did not
communicate uninstall affordance. The installed state now renders an
inline white status label *before* a separate red-bordered
"✕ Remove from stack" button on the same row, both at identical
height to avoid layout shift. System plugins keep their locked amber
"✓ Required by your org" pill (no Remove button — API refuses 409).
The post-action hint panel now fires on remove too with the title
flipped to "✓ Removed from your stack" — Claude Code needs the same
/update-agnes-plugins refresh either way.

Also: /admin/marketplaces Details modal "Mark as system" toggle
redesigned. The button was near-invisible (matched neutral row
metadata). It's now a balanced amber-toned chip with shield icon
and a structured confirm modal replacing the native confirm() dialog
that summarizes fanout consequences before commit.

* Move stack-hint inside hero with glass-on-gradient styling

The post-action hint card ("✓ Added to your stack" with the
/update-agnes-plugins recipe) used to live below the hero in
panel-what (gray card on white page body). Clicking add/remove
inserted/removed it between the hero and content, shifting the
panels below — a noticeable scroll jump.

The hint is now anchored inside the hero's top-right corner alongside
the install/remove buttons, both as flex children of an absolutely
positioned .actions container. The card uses a translucent
white-on-glass treatment that adopts the hero's kind color (blue for
plugin, green for skill, purple for agent) without per-kind branching.
Hero is always tall enough (160px photo) to contain the action+hint
stack without overflow, so toggling the hint visibility doesn't grow
the hero or shift body content.

The hero-head grid reserves a third 300px column for the absolute
actions overlay so meta gets the proper 1fr free space instead of
being squeezed by a padding-right hack. Responsive breakpoint at
1100px reflows the actions stack below hero-head when the viewport
isn't wide enough to keep meta + actions side-by-side comfortably.

* Add optional -DataPath bind mount to run-local-dev.ps1

When the operator wants to inspect DuckDB files (system.duckdb, extracts,
marketplaces, store/, …) directly from Windows Explorer, the named volume
inside the Docker Desktop WSL VM isn't reachable. The new -DataPath param
generates a transient compose override that rebinds /data on app, scheduler,
extract (and Caddy's /srv:ro mirror) to a Windows host folder.

Fully additive — when -DataPath is omitted everything behaves exactly as
before: no override file is generated, $composeFiles array is unchanged,
finally cleanup is a no-op. Existing positional invocations
(.\run-local-dev.ps1 up | down | logs) keep binding to $Action because
$DataPath is a named-only parameter with no Position attribute.

The override is written via [System.IO.File]::WriteAllText so the YAML is
BOM-less across PS 5.1 / 7+ — Compose rejects BOM-prefixed YAML on Windows.
The override file is unique per PID and removed in the script's finally
block so concurrent invocations and crashes don't leak files.

* factor mark_system fanout into UserCuratedSubscriptionsRepository

The endpoint imported UserCuratedSubscriptionsRepository, ignored it
(noqa: F841), then duplicated the user-side fanout SQL inline. Adds
fanout_system_for_plugin() symmetric to the existing
fanout_system_for_user() and routes mark_plugin_system through it —
removes the dead import + 14 lines of inline SQL, returns the same
`affected_users` delta count, no behavior change.

* drop customer-specific path from .ps1 example

Per CLAUDE.md vendor-agnostic OSS rule: replaced
C:\\Business\\Groupon\\Agnes\\agnes-data with the generic
C:\\Users\\<you>\\agnes-data placeholder so the docstring
example reads cleanly on any reviewer's box.

* release: 0.48.0 + parallelize Release-workflow pytest

Cuts the release shipped via #228 #230 #231 #232 #233 #234 #236 #237 #238
#239 #240 plus this PR (#241). Major changes:

- System plugin tier (schema v39) — admins mark a plugin mandatory; fans
  out RBAC grants + subscriptions to every existing user/group plus
  hooks for new principals
- BREAKING: removed standalone /store + /my-ai-stack page routes
  (replaced by /marketplace?tab=flea + /marketplace?tab=my)
- Setup-prompt + bootstrap recovery fixes (#240)
- DuckDB CHECKPOINT-on-shutdown + 60s compose grace (#235)
- Marketplace + flea-market UX polish, agnes-metadata.json enrichment

Bonus: switch release.yml test step to `-n auto` (matches ci.yml).
Single-threaded was 15-20 min and frequently the bottleneck on PR
mergeability — now ~6 min.

---------

Co-authored-by: Minas Arustamyan <arustamyan.minas@gmail.com>
Co-authored-by: ZdenekSrotyr <zdenek.srotyr@keboola.com>
2026-05-10 19:15:41 +00:00
Vojtech
d6ad08f107
Flea-market upload guardrails + soft delete + JOIN-based admin queue (#233)
* feat(store): flea-market upload guardrails + soft delete + JOIN-based admin queue

Adds an end-to-end guardrails pipeline for store uploads (manifest +
static-security + LLM review), persists blocked bundles for forensics,
introduces soft-delete (Archive) semantics, consolidates the legacy
/store/{id} surface into /marketplace/flea/{id}, and reworks the admin
queue so lifecycle filters read live entity visibility via LEFT JOIN
rather than a denormalized submission column.

Schema v29 → v35:
  * v29 store_submissions table + store_entities.visibility_status
  * v30 file_size, bundle_sha256, bundle_purged_at on submissions
  * v31 reshape store_submissions (drop legacy unique on entity_id)
  * v32 store_entities.archived_at/by + 'archived' visibility value
  * v33 drop store_submissions.retry_count (unused)
  * v34 ensure idx_store_submissions_entity exists post column-drop
  * v35 broaden visibility_status enum + JOIN architecture cutover

Pipeline (src/store_guardrails/):
  * Inline checks: manifest_check, static_scan, quality_check
  * LLM review configurable haiku|sonnet|opus (default haiku)
  * BackgroundTasks-driven async path with structured-output JSON
  * Per-submitter daily quota (default 50)
  * 30-day TTL purge job (POST /api/admin/run-blocked-purge)
  * Bundle SHA256 + size persisted; sha256 survives purge for forensics

Visibility model:
  * pending | approved | hidden | archived
  * _enforce_visibility returns 404 (no leak) for non-owner non-admin
  * Owner sees own non-approved entries via include_owner_id widening
  * Install refused with 409 entity_not_approved when not approved

Soft-delete (DELETE /api/store/entities/{id}):
  * Default = soft (visibility_status='archived'); existing installs
    keep getting served the bundle so users don't lose the plugin
  * ?hard=true admin-only: drops bundle + cascades user_store_installs
  * Hard-delete preserves entity_id on submission as tombstone so
    audit_log linkage survives for the activity timeline

Admin queue lifecycle (the JOIN refactor):
  * Verdict (store_submissions.status) is immutable forensic record
  * Lifecycle (store_entities.visibility_status) is live state
  * /admin/store/submissions Archived chip translates to
    `e.visibility_status='archived'` via LEFT JOIN — any path that
    flips visibility surfaces in the queue immediately
  * Detail page renders Status (verdict) and Entity lifecycle side by
    side so admins see "approved at review, now archived" at a glance

URL consolidation:
  * /store/{id} deleted (no redirect, stale bookmarks 404)
  * /marketplace/flea/{id} is the canonical detail surface
  * Three in-tree callers (upload-success, my-stack card, store
    listing card) updated to point at the new URL
  * Quarantine banner extracted to _quarantine_banner.html partial,
    self-guarded, included from both flea detail templates
  * Banner JS auto-refreshes when the verdict lands by polling
    /api/marketplace/flea/{id}/detail (visibility_status +
    submission_status — the latter is needed because blocked_llm
    keeps the entity at visibility_status='pending')

Audit log resource format:
  * runner.py emits prefixed `store_submission:{id}` (post-fix)
  * Detail-page timeline query handles three patterns: prefixed
    submission, helper-emitted `store_entity:{sub_id}`, and bare-id
    legacy rows — all surface in the activity timeline

UX fixes:
  * Owner sees Under review / Quarantined / Hidden banner with status
  * Install button gray-disabled (not blue) when non-approved
  * Owner cannot delete quarantined entries (403); admin can
  * Admin queue: filter chips, sortable columns, paging, page-size
  * Auto-refresh queue every 5s while pending rows are visible
  * Store upload page file picker no longer opens twice (label →
    input default action collided with explicit JS handler)

Tests: 168 passed across the guardrails suites (admin submissions,
store API, inline / LLM / purge guardrails, store repositories,
marketplace filter, schema version). New regression coverage
includes: archive surfaces via JOIN even when API path is bypassed;
deleted submission renders activity timeline (tombstone); flea
detail surfaces submission_status only for owner/admin; detail page
renders Entity lifecycle row; audit log resource format covers both
helper and runner paths.

* fix(store-guardrails): PR #233 follow-up — prompt injection, atomic PUT, BG race, schema, reaper, sort whitelist

Addresses 9 of the 23 findings from the PR #233 review (spec at
docs/superpowers/specs/2026-05-09-pr233-guardrails-fixes-spec.md).
Merge-gate items #1-#6 plus high-value mediums #7, #9-#12, #23.
Architectural items (#8 enum split, #14 factory) and pure
maintainability (#15-#22) deferred to follow-ups.

Security:
* #1 prompt injection — SYSTEM_PROMPT now passed via the SDK's
  dedicated system= parameter; bundle wrapped in <bundle>...</bundle>
  sentinels declared data-only by the system prompt; literal
  sentinel strings in user content are escaped so an adversarial
  README can't forge a close tag.
* #6 static scan honesty — module docstring + admin copy + docs
  declare static scan as signal not gate; .md/.txt/.rst/.html/.json/
  .yaml/.yml/.toml skipped to avoid false positives on prose.
  AST mode for Python deferred (separate flag, FP comparison work).

Correctness:
* #2 PUT atomicity — bundles bake into plugin.staging-<rand>/
  alongside live, atomic-rename on success; failed checks leave
  live tree byte-for-byte intact.
* #3 BG-task race — set_visibility_if_pending guards verdict flips
  to the (pending, hidden) review window; admin archives during
  review survive; skipped flips audit-logged.
* #4 v35 NOT NULL/DEFAULT — schema v35→v36 re-applies them on
  store_entities.visibility_status. CHECK constraint enforced
  application-side (DuckDB ADD CHECK on existing column unsupported).
* #7 stuck-review reaper — reap_stuck_llm_reviews flips pending_llm
  rows older than guardrails.stuck_review_grace_seconds (default
  1800) to review_error. Scheduler runs every 15 min via new
  /api/admin/run-reap-stuck-reviews. Set knob to 0 to disable.
* #9 quota counter — count_blocked_for_submitter_since now counts
  blocked_inline + blocked_llm + review_error so a submitter
  triggering only LLM-blocked verdicts is bounded.
* #10 missing risk_level — surfaces as review_error with
  error='missing_risk_level' instead of silently defaulting to
  'medium' (which looked like a model-decided block).
* #11 archived_at clear — set_visibility nulls archived_at +
  archived_by when transitioning out of 'archived' so a future
  read doesn't show stale archive forensics on an approved row.

Maintainability:
* #12 FSM doc comment — accurate insert/transition/lifecycle
  description in src/db.py near store_submissions schema.
* #23 sort-key whitelist — admin queue rejects unknown sort keys
  with 400 invalid_sort_key; substring-replace footgun removed.

Deferred (separate PRs):
* #5 quota race — proper fix requires asyncio.Lock spanning the
  full pipeline; threading.Lock blocks event loop, DuckDB MVCC
  doesn't help. API-level slowapi bounds worst case for now.
* #6 part 3 (AST static scan), #8 (enum split), #13 (import
  bundle docs), #14 (factory consolidation), #15-#22 (maint).

Tests:
* New: tests/test_store_guardrails_prompt_injection.py (corpus +
  trust-boundary invariants), tests/test_store_put_atomic.py,
  tests/test_store_guardrails_reaper.py.
* Extended: test_store_guardrails_llm.py (system param, missing
  risk_level, BG race), test_admin_store_submissions.py (quota
  counter widening, sort whitelist 400), test_store_repositories.py
  (un-archive metadata clear), test_db_schema_version.py (v36).
* Full suite: 3738 passed; 17 pre-existing baseline failures
  unchanged (db migration tests, cli binary rename, catalog export,
  user mgmt v5 backfill — confirmed by stash + rerun on clean tree).
2026-05-09 17:32:53 +04:00
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
minasarustamyan
4fb2818a19
Add /marketplace browse page + Model B opt-in stack composition (#230)
* Add /marketplace browse page + Model B opt-in stack composition

New /marketplace browse surface unifies the curated marketplaces
(admin-managed git mirrors) and the community Flea Market behind
three tabs — Curated / Flea / My Stack — with per-tab category
filter, search across both sources with scope checkboxes, and
numeric pagination, all driven by URL query state. Plugin detail
at /marketplace/curated/<slug>/<plugin> and /marketplace/flea/<id>;
nested skill / agent detail at /marketplace/curated/<slug>/<plugin>/
{skill,agent}/<name> and the flea-side single-page detail.

Model B opt-in: an RBAC grant on a curated plugin is now only
*eligibility*. The user must click "Add to my stack" for it to
enter their served Claude Code marketplace. Composition flips
from (rbac ∖ opt_outs) ∪ store_installs to
(rbac ∩ subscriptions) ∪ store_installs. The legacy
user_plugin_optouts table is renamed user_curated_subscriptions
(schema v27) — same table shape, inverted semantic, repository
methods become subscribe / unsubscribe / is_subscribed.

UX vocabulary: Install → Add to my stack, Installed → In your
stack, card "Installed" badge → "In stack" (amber pill), tab
"My Subscriptions" → "My Stack". Bridges the two-step model
(server-side bookmark vs. on-laptop install) the previous label
hid. Click triggers an inline post-add hint panel under the
description with the agnes refresh-marketplace recipe + Copy
chip, dismissible per-browser via localStorage.

Per-tab info blocks above the filter row:
- Curated: trust signal — "Each plugin here has a named curator
  accountable for it." (blue accent + See-all-curators link)
- Flea: open-shelf signal — "Anyone in the company can upload
  here." (purple accent + Tips-for-sharing link)
- My Stack: personal-shelf orientation — "Your AI stack —
  everything you've added." (slate accent, no link)

Tabs carry per-tab Heroicons (shield-check / building-storefront
/ rectangle-stack) tinted to match each tab's accent; flips white
when the tab is active for contrast.

Hero illustration anchored to the right of the blue hero panel
(absolute, 47% wide, behind the search row content). Hidden
under 900px viewport.

Action-row CTAs realigned to publication intent: curated
"How to add new content" → "Submit a plugin" (links to the
guide page); flea button removed since +Upload sits next to it.
Empty-state CTAs match. /marketplace/guide/{curated,flea}
routes now host publication-flow guide pages with placeholder
ledes — full copy to be authored separately.

Categories: Heroicons-based icons mapped per category in
src/category_icons.py (zero new dependencies; SVG path strings
inlined). Marketplace cards, filter pills, and detail pages
read from the same source.

API endpoints under /api/marketplace:
- GET /items per-tab listing (curated / flea / my)
- GET /categories per-tab non-zero counts
- GET /curated/{slug}/{plugin} plugin detail
- POST/DELETE /curated/{slug}/{plugin}/install subscribe toggle
- GET /curated/{slug}/{plugin}/{skill,agent}/{name} inner item
The tab=my branch reads directly from
user_curated_subscriptions ∪ user_store_installs (not
resolve_user_marketplace, which bundles flea skills/agents into
a single store-bundle synthetic entry useful for serving the
Claude Code marketplace ZIP/git but wrong for browsing where
each item should appear as its own card).

Detail pages: plugin detail surfaces inner skills/agents as
clickable nested cards; commands/hooks/MCPs render as plain
name lists. Skill/agent detail mirrors the plugin layout with
kind-tinted accents (skill = green, agent = purple), Description
+ Details sidebar, Files + Docs sections, and the "How to call
it" copy-able invocation chip showing /<plugin>:<inner-name>
exactly as Claude Code namespaces it post-install. Curated
nested has no install button — links back to the parent plugin.

Navbar: standalone "My AI Stack" relabelled "My Stack" and
points at /marketplace?tab=my; "Store" link removed (Store
flow is reachable via the Flea Market tab's +Upload button).
The standalone /my-ai-stack and /store routes still work for
old bookmarks.

Tests cover the new browse / categories / install / RBAC paths
under tests/test_marketplace_api.py; existing marketplace and
store tests updated for Model B (explicit subscribe in fixtures).
Schema bumped v26 → v27 with idempotent migration that wipes
existing user_plugin_optouts rows on flip and adds
marketplace_plugins.created_at with registered_at backfill.

* Fix v28 migration + post-rebase test fallout

v28 ALTER TABLE marketplace_plugins ADD COLUMN created_at conflicted with
_SYSTEM_SCHEMA's earlier CREATE that already includes the column on fresh
installs (test fixtures starting at any pre-v28 version trip on it).
Switch to ADD COLUMN IF NOT EXISTS — same idiom as the upstream v27
Keboola sync-strategy migration on the same ladder.

Two test patches needed after the rebase bumped SCHEMA_VERSION 27 → 28:
- test_keboola_v27_migration.py: test_schema_version_constant_is_27 was
  pinning ==27. Loosened to >=27 (the test's purpose is to verify the
  v27 Keboola migration, not to pin the current SCHEMA_VERSION).
- test_setup_page_unified.py: was monkeypatching resolve_allowed_plugins
  but compute_default_agent_prompt now reads from resolve_user_marketplace
  (Model B-aware). Stub the right function so the test exercises the
  v28 served-set path.

* Harden curated skill/agent inner endpoints against path traversal

`_read_inner`, the `skill_dir` walk in `curated_skill_detail`, and the
`agent_path.stat` in `curated_agent_detail` joined URL path-params onto
`plugin_root` without verifying the resolved candidate stayed inside it.
Starlette's `[^/]+` on `{skill_name}` / `{agent_name}` blocks the direct
URL exploit (encoded `/` 404s before the handler), but a curator-planted
symlink inside a curated marketplace's git mirror could still dereference
outside the plugin tree on read.

Adds `_safe_join(plugin_root, *parts)` doing
`Path.resolve(strict=True)` + `relative_to(plugin_root.resolve())`, used
by all three call sites so the boundary is enforced once and consistently.
Tests cover the helper directly (normal path resolves, escaping `..`
returns None, escaping symlink returns None, missing file returns None)
plus an end-to-end check that the symlink case actually 404s on the
HTTP endpoint. Symlink tests skip on Windows where symlink creation
needs elevated permissions; they run on Linux CI.

---------

Co-authored-by: Minas Arustamyan <arustamyan.minas@gmail.com>
2026-05-08 14:22:19 +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
4c4dfee8e6 feat(profile): /profile/sessions page + audit on detector exception + correct SCHEDULER_AUDIT_ACTIONS
Three changes addressing user feedback during e2e test of #179 + Devin Review on e86dd5ed.

1) /profile/sessions — new self-service user page in the user menu.
   Lists all session jsonls the caller uploaded via `agnes push` joined
   against session_extraction_state. Each row shows uploaded_at, file
   size, status badge (pending/processed/extracted), processed_at, and
   items_extracted. The page docstring + help text explicitly call out
   that items_extracted=0 means the verification detector ran fine but
   the LLM found no claims to track — that's the documented "no items"
   outcome, not a broken pipeline. Closes the gap surfaced during the
   e2e test of #176 where a user could see their sessions on disk and
   process them through the LLM but had no UI to inspect what happened.

2) run_verification_detector audits unhandled exceptions (Devin #1).
   If detector.run() threw anything other than the already-translated
   ValueError, the audit_log row was never written. The endpoint now
   wraps detector.run in try/except, records the exception in
   audit_params["unhandled_error"], then re-raises as 500 after audit.
   The /admin/scheduler-runs page surfaces the failure row with the
   error type + message.

3) SCHEDULER_AUDIT_ACTIONS list corrected (Devin #2). Previous list
   had "marketplaces_sync_all" (wrong — actual is "marketplace.sync_all")
   plus "data_refresh" and "scripts_run_due" which app/api/sync.py and
   app/api/scripts.py don't write to audit_log. Fixed to the four
   actually-logged strings; comment points at the missing audit calls
   as a follow-up.

Tests: tests/test_web_ui.py adds TestAdminRoleGuards::test_profile_sessions_page_no_admin_required and tightens test_admin_scheduler_runs_page_admin_only to assert the correct marketplace.sync_all string.
2026-05-05 08:57:35 +02:00
ZdenekSrotyr
e86dd5edc5 fix(anthropic): strict json_schema (additionalProperties=false) + add /admin/scheduler-runs UI
E2E test on a real BQ deploy showed every verification-extraction call
fails with HTTP 400 invalid_request_error: "output_config.format.schema:
For 'object' type, 'additionalProperties' must be explicitly set to false".
The Anthropic structured-output API now requires the field on every object
node in the json_schema. Fix: connectors/llm/anthropic_provider.py wraps
the caller-supplied schema through a recursive _strict_json_schema()
walker that adds the field where missing (preserving any explicit
override), then passes the strict variant to the API. Six unit tests in
TestStrictJsonSchema pin the recursion across nested objects, array items,
and the no-mutation invariant.

Adds /admin/scheduler-runs — a read-only admin page that surfaces the
last 200 audit-log entries from scheduler-driven actions. New
AuditRepository.query_actions(actions, limit) helper, new admin nav
entry. Failed scheduler ticks (HTTP 401, network errors) don't reach
the audit_log; the page calls that out with a hint to set
SCHEDULER_API_TOKEN if no rows show up.
2026-05-05 08:00:57 +02:00
Minas Arustamyan
d5a7c9ad79 feat(store): /store + /my-ai-stack — community marketplace + per-user composition
Adds a community-driven Store where any authenticated user uploads
skills/agents/plugins as ZIPs, plus /my-ai-stack as the per-user
composition view. The served Claude Code marketplace is now:

    (admin_granted ∖ opt_outs) ∪ store_installs

Skill + agent installs are merged into a single `agnes-store-bundle`
plugin in the served marketplace; type=plugin uploads stay standalone.
Names are suffixed with `-by-<owner-username>` at upload time so two
owners can use the same display name without colliding in Claude Code's
flat skill/agent namespace.

Schema v23 → v24 adds three tables:
  - store_entities       — community-uploaded skills/agents/plugins
  - user_store_installs  — what each user has chosen to install
  - user_plugin_optouts  — opt-out overlay on top of admin grants

Admin grant-delete drops every user's opt-out for that plugin so
re-grant resets cleanly to enabled (no sticky personal preference).

UI:
  - /store      — e-commerce-style listing with type/category/owner
                  filters, search, pagination, owner-aware [Install]
                  buttons, clickable cards
  - /store/new  — 2-step upload wizard with drag & drop, preview
                  validation (POST /api/store/entities/preview), docs
                  multi-upload, photo + video URL
  - /store/{id} — detail page with hero, file list, docs, owner
                  actions (Edit/Delete) for the uploader
  - /my-ai-stack — Granted plugins (toggle opt-out) + From the Store
                  (uninstall) sections
  - Admin nav: Marketplaces moved into Admin dropdown, renamed to
                "Curated Marketplaces"

Validation hardening: type-mismatch guards reject skill ZIP uploaded as
agent (or vice versa), and plugin ZIPs masquerading as skills/agents.
Human-readable error messages mapped client-side from machine codes.

Cross-source naming: Store entity-id-prefixed dirs (`plugins/store-<id>/`)
plus the bundle (`plugins/store-bundle/`) avoid collisions with admin
marketplaces (whose `store` slug is reserved by `is_valid_slug`).

Bundle composition is content-hashed at serve time — install/uninstall
or owner re-upload bumps the bundle's plugin.json `version`, so Claude
Code's auto-update toggle picks up changes.

Tests: 50+ new tests across naming, repositories, filter (admin ∪ store
∪ bundle), API (upload/install/uninstall/delete/preview/docs), end-to-end
marketplace.zip with bundle merging.
2026-05-05 02:53:49 +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
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
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
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
2b3048f77f feat(web): /admin/welcome editor page 2026-05-03 16:10:48 +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
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
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
ZdenekSrotyr
d2c76cb221
User management + PAT + CLI distribution + HTML auth redirect (#9 #10 #11 #12) (#28)
* fix: redirect unauthenticated HTML routes to /login (#10)

* docs(plan): user mgmt + PAT + CLI distribution implementation plan (#9 #10 #11 #12)

* build(docker): produce wheel artifact for /cli/download (#9)

* feat(db): schema v5 — users.active + deactivated_at/by (#11)

* feat(api): /cli/download wheel + /cli/install.sh with baked server URL (#9)

* feat(users): repository supports active flag + count_admins (#11)

* feat(ui): /install page with per-deployment install instructions (#9)

* feat(api): user PATCH/reset-password/set-password/activate/deactivate (#11)

* fix(cli): da login prompts for password and sends it in body (#9)

* test(api): safeguard tests for self-deactivate and last admin (#11)

* feat(auth): reject requests from deactivated users (#11)

* fixup(#10): propagate next through /login buttons + lock down sanitizer tests

* feat(cli): da admin set-role/activate/deactivate/reset-password/set-password (#11)

* feat(ui): /admin/users management page (#11)

* feat(db): schema v6 — personal_access_tokens (#12)

* feat(users): access_tokens repository (#12)

* feat(auth): JWT carries typ (session|pat) and explicit jti (#12)

* feat(auth): reject revoked/expired PATs; update last_used_at (#12)

* feat(api): /auth/tokens CRUD + admin revoke; session-only guard (#12)

* feat(cli): da auth token create/list/revoke (#12)

* feat(ui): /profile page with PAT create/list/revoke (#12)

* docs: PAT usage and session/PAT TTL clarification (#12)

* feat(auth): PAT first-use-from-new-IP audit + last_used_ip (schema v7) (#12)

Closes remaining acceptance gap from issue #12: audit_log entry on first use
of a PAT from an IP that differs from the recorded last_used_ip.

- schema v7: personal_access_tokens.last_used_ip column
- AccessTokenRepository.mark_used now stores the client IP
- get_current_user extracts client IP (X-Forwarded-For first hop, fallback
  to request.client.host) and emits a token.first_use_new_ip audit when the
  IP changes on a subsequent use (not the very first use)
- tests: new-ip audit, same-ip no-op, first-ever-use no-op, schema v7 column

* fix: address Devin review findings on PR #28

- app/main.py: exclude /auth/* from HTML redirect handler so JSON
  endpoints under /auth/ (PAT CRUD used by `da auth token` CLI) keep
  their 401 JSON contract (Devin #1, bug)
- app/api/tokens.py: reject expires_in_days <= 0 explicitly; use
  `is not None` so 0 no longer silently creates a non-expiring token
  (Devin #2)
- app/api/users.py: validate role against Role enum in create_user
  to match update_user and prevent 500 on role-protected requests
  later (Devin #3)
- app/web/templates/admin_users.html: escape user-supplied strings
  before innerHTML; move onclick handlers to addEventListener via
  data attributes so emails with quotes / HTML no longer break the UI
  or enable stored XSS (Devin #4)
- app/auth/router.py, app/auth/providers/{password,google}.py:
  reject deactivated users at login instead of issuing a JWT that
  would then fail on the next request — removes the confusing
  redirect loop (Devin #5)
- CLAUDE.md: document schema v7 instead of stale v4 (Devin #6)
- tests/test_web_ui.py: regression test for the /auth/* JSON 401

* feat(web): add /profile and /admin/users links to dashboard nav

* feat(web): point setup banner at /install page

* chore(web): drop unused setup_instructions context

* fix: address Devin review round 2 on PR #28

- app/api/tokens.py: when expires_in_days is None (the "never" option),
  use a ~100-year JWT expiry so the token doesn't silently die in 24h
  via the session-default fallback in create_access_token. The real
  expiry enforcement stays in verify_token's DB-level check (Devin 🔴)
- app/web/templates/profile.html: escape t.name and other user-supplied
  strings via esc() helper before innerHTML, same pattern as
  admin_users.html. Move revoke onclick to data-attribute +
  addEventListener (Devin 🟡)
- app/api/cli_artifacts.py: use `mktemp -d` with X's at end of template
  for GNU/BSD portability, place wheel inside the temp dir and
  clean up with rm -rf (Devin 🚩)

* feat(web): redesign /install page; make curl one-liner primary, collapse manual

Rebuild the public /install page using the dashboard visual language
(shared header, card layout, gradient hero, design tokens from
style-custom.css). The page is now anchored on the one-liner install
path: curl -fsSL <server>/cli/install.sh | bash is rendered as the
primary, prominent step 1, while the old manual wheel-download flow
is tucked behind a closed-by-default <details> block for users in
restricted/offline environments.

Information architecture:
  hero (server URL + version)
  -> step 1: quick install (one-liner, big Copy button)
  -> step 2: create PAT on /profile + export DA_TOKEN / da auth whoami
  -> step 3: Claude Code / MCP via ~/.config/da/token.json
  -> collapsed "Manual install" details for download-wheel flow
  -> footer link to docs/HEADLESS_USAGE.md

Every shell snippet has a vanilla-JS "Copy" button that confirms
visually ("Copied!" for 1.5s) and falls back to textarea+execCommand
on non-secure contexts. No new dependencies, no bundler.

The route now also pulls an optional user so the header shows the
same nav (Dashboard / Profile / Logout) as dashboard.html when a
session exists, while staying fully public when signed out.

* fix(cli): use real wheel filename in install.sh (broken pip/uv install)

The installer wrote the downloaded wheel as agnes_cli.whl, which lacks a
PEP-427 version component — both pip and uv tool install reject it and
abort the one-liner.

Use curl -OJ so Content-Disposition determines the on-disk filename, then
resolve it via glob. Install an EXIT trap to remove the tmpdir even when
install fails.

* fix(web): correct manual install wheel glob and add PEP 668 / PATH hints

- Wheel glob is agnes_the_ai_analyst-*.whl (not agnes-*.whl) — the old
  pattern never matched the real artefact name from the build.
- Add — or — separator between uv tool install and pip install.
- Warn that pip install --user is blocked on macOS Homebrew / modern
  Debian (PEP 668) and recommend uv tool install as the default path.
- Both flows now show the ~/.local/bin PATH hint so a fresh shell can
  find the da binary after install.

* fix(web): consistent session.user reference in install header

The avatar-letter fallback inside {% if session.user %} was reading
user.name / user.email directly, but the route dependency can pass
user=None — those references resolved to an empty FlexDict and produced
an empty avatar circle. Read everything through session.user to match
the guard and the dashboard pattern.

* fix(web): point headless usage link at GitHub source

/docs/HEADLESS_USAGE.md 404s — no static route serves repo docs. Point
the footer link at the rendered markdown on GitHub instead of adding a
dedicated docs serving route just for one file.

* feat(web): /install hero size, anon sign-in banner, step 2 copy polish

- Bump hero h1 from 26px to 30px to match dashboard primary scale.
- Anonymous visitors see a small sign-in banner above Step 2 (creating
  a token requires auth; without the banner the flow appears stuck).
- Add an 'After generating your token' section label inside Step 2 so
  the /profile CTA button no longer looks wedged mid-sentence between
  adjacent paragraphs.

* chore(web): /install a11y + version pill polish

- aria-live='polite' on copy buttons so screen readers announce the
  'Copied!' state change.
- Replace redundant INSTANCE_NAME eyebrow (already in the header logo)
  with 'Getting started'.
- Hide the version pill when AGNES_VERSION is unset/'dev' — avoids the
  misleading 'vdev' label in local/unbuilt runs.
- Manual summary focus-visible outline-offset +2px (was -2px which
  clipped inside the card), and mark the chevron as decorative.

* fix(web): use session.user in dashboard avatar fallback

Inside {% if session.user %} guard, the avatar fallback referenced
(user.name or user.email). If user is None the block crashes when
the profile picture is absent. Align with the guard variable.

* fix: address Devin review round 3 on PR #28

- app/api/users.py: stop auto-sending email from reset_password. The
  magic-link sender would deliver a "Login Link" that — when clicked —
  consumes the reset_token via verify_magic_link and logs the user in
  WITHOUT prompting for a new password. Admins now share the raw
  reset_token from the API response manually, or use set-password
  directly. email_sent is always False. Documented inline. (Devin 🟡)
- app/api/cli_artifacts.py: harden /cli/install.sh generation against
  shell injection via Host header or AGNES_VERSION. base_url is
  validated against a strict scheme+host+port regex; version against
  an alnum + dot/dash/underscore allowlist. Both values are also
  piped through shlex.quote() as defense in depth. (Devin 🟡)

The shared users.reset_token column between magic-link and password-
reset flows (Devin 🚩) remains an architectural gap; splitting into
separate columns needs schema v8 and is tracked for a follow-up PR.

* docs, chore(grpn): manual-deploy helpers + hackathon deploy learnings

Adds scripts/grpn/ — Makefile + agnes-auto-upgrade.sh + README for
operating Agnes on GRPN's existing foundryai-development VM when the
full Terraform flow is blocked by org policies:

- iam.disableServiceAccountKeyCreation (org constraint) forbids SA
  JSON keys, so GCP_SA_KEY-based CI is unavailable
- No projectIamAdmin delegation → bootstrap-gcp.sh can't grant roles
- Secret Manager IAM bindings require setIamPolicy which editor lacks

Helper targets: deploy, deploy-tag, recreate, restart, stop, start,
status, version, logs, ps, env, ssh, tunnel, open, bootstrap-admin,
set-data-source, install-cron, uninstall-cron.

docs/superpowers/plans/2026-04-22-grpn-deploy-learnings.md — running
log of all org-policy constraints hit during the hackathon deploy,
with workarounds and derived follow-ups (WIF support, external_ip
variable, customer onboarding IAM checklist).

Not a replacement for the TF flow — stopgap until WIF lands.

* fix(web): make header logos clickable links to home

* feat(web): one-click "Setup a new Claude Code" button

Adds a single-button flow on the dashboard and /install page that
generates a fresh personal access token via POST /auth/tokens and
copies a complete, paste-ready setup script (server URL, token,
install/verify commands) to the clipboard. Falls back to a modal
textarea when the clipboard is blocked; redirects to /login on 401;
surfaces backend errors inline.

- dashboard.html: replaces the top "Set up your local environment"
  anchor with a real button wired to setupNewClaude(). Removes the
  duplicate bottom setup banner to keep a single entry point.
- install.html: for signed-in users, Step 1 leads with the one-click
  button and demotes the curl one-liner into a collapsible "Or run
  manually" aside. Anonymous visitors still see the curl flow plus a
  sign-in hint.
- No new deps. Vanilla JS. Token lives in memory/clipboard only —
  never rendered into persistent DOM.

* feat(cli): add "da auth import-token" for non-interactive PAT login

Writes a provided JWT into ~/.config/da/token.json using the canonical
{access_token, email, role} shape expected by save_token(). Decodes the
token locally to pull email/role claims, verifies it against the server
via GET /api/catalog/tables, and refuses to overwrite an existing token
file if the server returns 401. --email / --role overrides exist for
tokens missing those claims; --skip-verify bypasses the server round-trip
for offline / CI scenarios.

* test(cli): cover da auth import-token success + 401 + claim-fallback paths

Three new tests in TestAuthImportToken:
- valid JWT + 200 -> canonical token.json written
- 401 from /api/catalog/tables -> exit 1, existing token file untouched
- JWT without email/role claims -> refused without overrides, accepted
  with --email / --role flags

* feat(web): update one-click Claude setup instructions — explicit uv install, import-token, skills question

Replaces the fragile `cat > token.json <<EOF` clipboard payload with an
explicit, auditable sequence:

  1. `curl -fsSL /cli/download` + `uv tool install --force` (no opaque
     `curl | bash`).
  2. `da auth import-token --token ...` instead of hand-written JSON.
  3. Explicit PATH persistence for zsh/bash.
  4. A required question to the user about whether to copy the bundled
     skills into ~/.claude/skills/agnes/ or pull them on-demand via
     `da skills show`.
  5. A final confirmation step with whoami + version output.

Factored both pages to include a shared partial
(app/web/templates/_claude_setup_instructions.jinja) so dashboard.html
and install.html can never drift apart again. {server_url} and {token}
stay as runtime placeholders substituted by renderSetupInstructions().

* feat(ui): modernize /admin/users + unify header nav across pages

- New shared partial app/web/templates/_app_header.html — single source
  of truth for the top navigation. Used by base.html and dashboard.html
  (which doesn't extend base.html). Active page highlighted via
  request.url.path. Admin "Users" link gated by session.user.role.
- style-custom.css: add .app-header / .app-nav-link / .app-btn-logout /
  .app-avatar styles (mirrors dashboard's previous inline copy under
  app-* prefix). Mobile-friendly fallback at <720px.
- base.html: include the new partial so every page extending base
  (admin_users, profile, login_email, error, …) gets the same chrome
  the dashboard has.
- dashboard.html: replace its inline <header class="header"> markup
  with the shared partial. Inline .header CSS left in place as
  harmless dead code (separate cleanup PR).
- admin_users.html: rewritten with avatars, role pills (color-coded
  per role), toggle switch for active, search/filter input, toast
  notifications, modal dialogs replacing alert/confirm/prompt,
  one-click copy for the reset token, empty / loading states.
  All XSS-safe via the existing esc() helper + data-attribute
  event delegation.
- tests/test_web_ui.py: smoke test that /admin/users renders the new
  shared header chrome and the modernized markup.

* feat(api): serve CLI wheel at /cli/agnes.whl for direct uv install

uv tool install inspects the URL path suffix to recognise a wheel, so
/cli/download (which has no .whl suffix) cannot be installed directly.
Expose a stable /cli/agnes.whl alias over the same wheel lookup so users
can run: uv tool install --force https://<server>/cli/agnes.whl

* test(cli): cover da auth import-token --server persisting to config.yaml

The server persistence was already implemented in the import-token command
(save_config({server}) call) but not covered by tests. Add an explicit test
so the one-step setup contract — single import-token call writes both token
and server — cannot regress.

* feat(web): simpler Claude setup — single uv install URL, single import-token call

User feedback: the prior clipboard payload repeated the server URL and
token across multiple steps (curl + tmpfile + install + rm + separate
seed-config + import-token). Collapse to:

 1. uv tool install --force {server_url}/cli/agnes.whl  (single URL, direct)
 2. da auth import-token --token ... --server ...        (one call, persists both)
 3. da auth whoami
 4. skills (ask user first)
 5. confirm

uv accepts HTTPS URLs that end in .whl and installs them directly, so
the tmpfile dance is unnecessary. import-token --server already persists
the server to config.yaml, so no separate printf > config.yaml step.

* fix(tests): update admin users heading assertion after template rename

The admin_users.html template now uses <h2 class="users-title">Users</h2>
instead of <h2>User management</h2>. Update the assertion to match.

* feat(ui): unify header across remaining 7 standalone pages

These 7 pages render their own full <html> and don't extend base.html,
so the previous unification commit only covered base + dashboard. Each
had its own ad-hoc <header> markup with inconsistent classes
(.top-header / .header / .page-header), inconsistent nav-link sets,
and inconsistent avatar/email styling.

Replace each inline <header>...</header> block with the shared
{% include '_app_header.html' %} so /activity-center, /admin/permissions,
/admin/tables, /catalog, /corporate-memory, /corporate-memory/admin,
and /install all show the same chrome (Dashboard / Install CLI /
Profile / Users / email + avatar / Logout) with the active page
highlighted via request.url.path.

Old inline header CSS (.header, .top-header, .page-header, .nav-link,
etc.) is left in place as harmless dead code; it can be cleaned up in
a follow-up sweep.

* feat(web): add readable preview of Claude setup payload on dashboard + /install

Move the line-by-line setup instructions into app/web/setup_instructions.py
as the single source of truth, then render them in two modes from the
existing _claude_setup_instructions.jinja partial:

- preview_mode=True  → visible, read-only <pre><code> block with the real
  server URL and a clearly-styled placeholder token (never a real one).
- preview_mode=False → the JS SETUP_INSTRUCTIONS_TEMPLATE used by the
  one-click flow (unchanged behaviour).

Both /dashboard (env-setup-cta card) and /install (Step 1 card) now show
the preview directly under the 'Setup a new Claude Code' button so users
can see exactly what will land in their clipboard before they click.

* feat(web): update setup instructions — `da diagnose` step, explicit section titles

Rework the Claude Code setup payload to:

- Give every numbered step an unambiguous verb header ("1) Install the CLI",
  "2) Log in", "3) Verify the login", "4) Run diagnostics", "5) Skills (ask
  the user first)", "6) Confirm").
- Add step 4 `da diagnose` as the post-login health check. The CLI already
  ships this command (cli/commands/diagnose.py); it prints "Overall:
  healthy" and a list of green checks that map cleanly to next actions.
- Ask the skills copy-vs-on-demand question verbatim so Claude Code always
  prompts the user the same way.
- Replace the terse "Confirm" line with a 4-bullet summary (version,
  whoami, skills choice, diagnose status) so the return message is
  structured and comparable across setups.

* chore(web): remove stale MCP card from /install (no MCP server today)

The 'Use with Claude Code / MCP' card (Step 3 on /install) referenced an
MCP integration Agnes does not ship. Remove the whole card. The one-click
'Setup a new Claude Code' flow in Step 1 already covers the long-lived
client use case and is less confusing than dangling persistence tips for
a non-existent integration.

* feat(api): include user_email + last_used_ip + user_id in admin tokens list response

Adds AdminTokenItem response model (superset of TokenListItem) and
AccessTokenRepository.list_all_with_user() joining personal_access_tokens
with users to denormalize user_email. Needed for /admin/tokens UI where
admins triage tokens across all users.

* feat(web): /admin/tokens page — list, filter, search, revoke across all users

Adds a new admin-only page with client-side filtering (status, user email,
last-used window), column sorting, counts bar (active/revoked/expired),
and an inline revoke action. Mirrors the /admin/users visual language.

* feat(web): add Tokens nav link for admins + deep-link from admin/users row

Admin-only nav entry to /admin/tokens, and a per-row Tokens button on
/admin/users that prefills the token page's user filter via ?user=<email>.

* test(admin): cover /admin/tokens rendering, filter state, non-admin denial, revoke

Verifies admin can render the page (title + JS hooks present), a non-admin
is blocked, unauthenticated users are redirected, the admin list response
includes user_email / user_id / last_used_ip, and admin can revoke another
user's token.

* feat(web): modern redesign of /admin/tokens — hero, stat strip, refined table, responsive cards, a11y

* feat(web): ditch the table — /admin/tokens as a card stack, modern GitHub-style list

Replaces the table-based layout with a stack of self-contained token cards
inside a <ul role=list>. Each card is a flex row: avatar + name/meta on the
left, last-used block in the middle, status pill + outlined 'Revoke' button
on the right. Status and sort controls are pill-shaped toggle chips; user
email search has an inline search icon. No <table>/<tr>/<th>/<td> anywhere.
Responsive below 720px (card stacks vertically) and 480px (stat chips 2x2).
Preserves filter IDs (flt-status, flt-user, flt-last-used) and data-revoke
for existing tests.

* feat(web): add /tokens (role-aware) — single page for both user PAT CRUD and admin overview

- Rename admin_tokens.html -> tokens.html with a new is_admin context flag.
- New route GET /tokens: renders the same card-stack UI for everyone.
  * Admins: loads /auth/admin/tokens, shows owner column + stat strip, keeps
    the owner-email search box and sort-by-owner chip.
  * Non-admins: loads /auth/tokens (own tokens only), hides owner column +
    stat chips, adds a 'New token' CTA in the hero that opens a modal
    (name + expires_in_days) calling POST /auth/tokens. The raw token is
    revealed once in a dismissable banner and cleared from the DOM on Hide.
- GET /admin/tokens now 302-redirects to /tokens, preserving query string
  (so the /admin/users deep-link ?user=foo still works).

* feat(web): /tokens full-bleed layout to match dashboard width

The hero, toolbar, and card list used to sit inside base.html's .container
(max-width 800px). Break out with negative horizontal margins so the page
spans the viewport like /dashboard does, capped at 1440px for readability
on very wide screens with a 24px gutter on each side.

- No change to base.html itself. The override is scoped to .tokens-page.
- body { overflow-x: hidden; } guards against rare horizontal scrollbars.
- < 808px viewport: reset to natural flow (mobile already narrower).
- ≥ 1488px viewport: cap to 1440px and re-center.

* chore(web): remove /profile template + nav link (redirect /profile -> /tokens)

The old /profile PAT CRUD page is now redundant — the modern /tokens page
covers both user and admin flows. Delete the template; the router's
/profile handler already 302-redirects to /tokens.

Nav cleanup:
- Remove the 'Profile' link.
- Show a single 'Tokens' link to every signed-in user (previously only
  admins saw it).
- Active-state matches /tokens, /admin/tokens, and /profile so the
  highlight survives the redirect chain.

/install CTA now points at /tokens instead of /profile.

* test: cover /tokens for admin + non-admin flows, /profile redirect, nav update

tests/test_admin_tokens_ui.py
- Point admin rendering test at /tokens directly and tighten assertions
  (admin-only stat strip + owner search, non-admin CTA absent).
- Add test_non_admin_can_render_tokens_page: personal body, New-token CTA,
  create-modal, reveal banner; stat strip + owner search absent.
- Add test_admin_tokens_redirects_to_tokens: 302 to /tokens, query string
  (?user=...) preserved for the /admin/users deep-link.
- Add test_profile_redirects_to_tokens: 302 to /tokens.
- Add test_non_admin_can_create_pat_via_tokens_page_api: exercises the
  POST /auth/tokens call that the non-admin create-modal submits.

tests/test_pat.py
- test_profile_page_renders -> test_profile_page_redirects_to_tokens:
  assert the 302 + that /tokens lands on the unified non-admin body.

tests/test_web_ui.py
- admin_users nav assertion: 'Tokens' link present, 'Profile' link absent.
- Add test_nav_shows_tokens_link_for_non_admin: non-admins see the same
  'Tokens' link (previously only admins did).
- Add test_profile_redirects_to_tokens back-compat check.

* feat(web): collapse 'What Claude Code will receive' by default

The preview block on /dashboard and /install now uses <details>/<summary>
so it is hidden by default. Click the chevron/title to expand and review
the clipboard payload. Markup stays in the DOM so existing tests that
assert on content continue to pass.

* fix(web): /tokens width — override .container to 1280px like dashboard

The negative-margin full-bleed trick was fragile and pushed content past
the right edge on deployed viewports. Replace with a simple max-width
override of base.html's .container on this page only, matching
/dashboard's 1280px center-column layout.

* feat(web): split role-aware /tokens into my_tokens.html + admin_tokens.html

* feat(web): router — separate handlers for /tokens (own) and /admin/tokens (all)

* feat(web): nav — show Tokens for all, add All tokens for admins

* test: cover split token pages (own vs all) + admin access gating

* feat(web): move 'My tokens' into a user dropdown menu

Replaces the separate Tokens/email/Logout nav trio with a rounded
avatar trigger that opens a dropdown containing the user's email,
role, a 'My tokens' link, and Logout. Admin-only 'All tokens' stays
as a top-level nav item since it's an admin function, not a personal
one. Click-outside and Escape close the panel; chevron rotates on
open.

* fix(api): allow PATs to list/get/revoke their own tokens (CLI flow)

The documented 'da auth token list/revoke' CLI flow in
docs/HEADLESS_USAGE.md uses a PAT, but the previous dependency
(require_session_token) returned 403. Only create_token must be
session-only to prevent PAT-spawning-PAT chains; listing and
revoking your own tokens is safe with a PAT.

* fix(api): cap expires_in_days at 3650 to avoid datetime overflow (500 to 400)

Values above ~11 million days overflowed datetime.max in
datetime.now(utc) + timedelta(days=...) and surfaced as an
unhandled OverflowError → 500. Cap at 10 years with a clear
400 instead; the no-expiry code path is unaffected.

* fix(api): relax _SAFE_URL_RE to allow path prefixes, underscores, and IPv6

The previous regex rejected legitimate reverse-proxy base_url values
(https://host/agnes/), underscores in Docker Compose hostnames, and
IPv6 literals (http://[::1]:8000). Widen the charset and allow an
optional trailing path. shlex.quote continues to provide
defense-in-depth against any metacharacter that slips through.

* fix(web): /login/email and Google OAuth propagate next_path

Previously, /login/email silently dropped the ?next=<path> query
param so the hidden form field rendered empty and login always
landed on /dashboard. Google's button was hard-coded to
/auth/google/login, ignoring next entirely.

- /login page now appends ?next to the Google button URL
- /login/email reads + sanitizes next, passes as template context
- google_login stashes sanitized next_path in session['login_next']
- google_callback pops + re-sanitizes and redirects there

Sanitization factored into app/auth/_common.safe_next_path.

* fix(auth): differentiate argon2 VerifyMismatchError from internal errors in web login

The previous except (VerifyMismatchError, Exception) collapsed both
cases into the generic 'invalid credentials' redirect, silently
hiding corrupted-hash / library errors from ops. Split the two:
bad password still gets ?error=invalid; anything else logs via
logger.exception and redirects with ?err=auth_internal so ops have
a visible signal and users don't retry forever against a broken
password_hash column.

* docs: correct CLAUDE.md table name (personal_access_tokens)

v7 note referenced 'access_tokens.last_used_ip' but the real table
is personal_access_tokens (as mentioned two tokens earlier in the
same bullet). Same-file consistency fix.

* chore(web): clarify admin user-reset UI — encourage Set password over the unused reset_token

POST /api/users/{id}/reset-password stores and returns a token
but no endpoint consumes it — the magic-link sender would log the
user in without prompting for a new password, defeating the reset.
- Drop the 'Reset' row action from admin_users so admins aren't
  pointed at a dead end.
- Rewrite the reveal-modal copy to tell admins to use Set password
  and explicitly note that the magic-link flow isn't available
  for reset tokens in this build.
The API endpoint stays for API-level future use.

* test: cover PAT CLI flow, expires_in_days overflow, proxy base_url, next propagation

- tests/test_pat.py: PAT can list own tokens (200, was 403);
  PAT can revoke own tokens (204); create_token returns 400 for
  expires_in_days > 3650 (was 500 via datetime overflow).
- tests/test_cli_artifacts.py: _SAFE_URL_RE accepts reverse-proxy
  path prefixes, underscores, and IPv6 literals; end-to-end check
  of cli_install_script with a stubbed base_url that includes
  a path prefix (Agnes behind /agnes/).
- tests/test_web_ui.py: /login propagates ?next to the Google
  button URL; /login/email renders next in the hidden form field
  and strips hostile values; unit coverage of safe_next_path.

* fix(security): use \Z instead of $ in URL/version allowlists (trailing-\n bypass)

Python regex `$` also matches just before a trailing newline, so a Host
header or AGNES_VERSION value like "good.example.com\n$(rm -rf /)"
would slip past the allowlist. `\Z` anchors to strict end-of-string.

shlex.quote downstream remains as defense-in-depth, but the allowlist
is now the tight gate it claims to be.

* fix(auth): PAT with null expiry omits JWT exp claim (DB is the source of truth)

Previously a PAT created with `expires_in_days=null` (user-requested
"never expires") set the DB `expires_at` to NULL (correct) but still
baked a ~100y `exp` claim into the JWT. That is misleading: the PAT
silently did expire eventually, despite the UI and API promising
"no expiry".

`create_access_token` now accepts `omit_exp=True` to skip the `exp`
claim entirely. `app/api/tokens.py` passes that when `expires_in_days
is None`. The authoritative expiry check lives in
`app/auth/dependencies.py`, which reads `expires_at` from the DB row —
unchanged. PyJWT accepts claim-less JWTs indefinitely.

* test: cover trailing-newline regex bypass + no-exp JWT for unbounded PAT

- test_safe_url_re_rejects_trailing_newline_bypass: asserts both
  `_SAFE_URL_RE` and `_SAFE_VERSION_RE` reject values with a trailing
  `\n` (previously accepted because Python `$` matches before `\n`).
- test_pat_null_expiry_jwt_has_no_exp_claim: POST /auth/tokens with
  `expires_in_days=null`, decode the returned JWT, assert `exp` is
  absent while `typ=pat`, `sub`, and `jti` are still present.
- test_pat_with_null_expiry_is_accepted_by_verify_token: verify_token
  round-trips a claim-less JWT without ExpiredSignatureError.
- test_pat_null_expiry_end_to_end_allows_authenticated_request: use
  the null-expiry PAT against /auth/tokens and confirm it authenticates.

* docs(auth): document X-Forwarded-For trust model in _client_ip

Deployment runs behind Caddy which strips incoming X-Forwarded-For
and sets its own, so the leftmost hop is trustworthy. Clarify that
the stored last_used_ip is audit-only and never used for access
control — if the app is ever exposed directly, this value becomes
client-settable.

* docs: /profile → /tokens in install.sh next-steps, CLI error, HEADLESS_USAGE, security skill

After splitting PAT management to /tokens (with /profile as a back-compat
302), stale references remained in user-facing text. Update them to the
canonical /tokens URL so shell scripts, CLI error hints, docs, and the
bundled security skill are all consistent.
2026-04-22 14:24:28 +02:00