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8 commits

Author SHA1 Message Date
ZdenekSrotyr
62336bfd32
fix(rbac): stack-gated analyst access + first-demo polish (#333 follow-up) (#356)
* fix(rbac): stack-gate analyst table access via data_packages exclusively

Previously analysts could see a table in ``agnes catalog`` /
``/api/sync/manifest`` either by:
  1. being in a group with ``resource_grants(group, 'table', id)``, or
  2. being in a group with ``resource_grants(group, 'data_package', …)``
     for a package containing the table.

Path 1 leaked: admins who minted a per-table grant without ever
wrapping the table in a data_package still shipped the table to
analysts — directly contradicting the unified-stack mental model
("the stack is the unit of access"). User report:
"i když to admin nedal do data package tak to by default uživatelé
dostali to by se nemělo stát".

New policy: analyst visibility is strictly stack-gated. A table is
visible iff at least one data_package containing it is in the
analyst's stack (required ∪ subscribed). Admin god-mode and the three
internal data-source tables (agnes_sessions / _telemetry / _audit
with row-level RBAC) keep their existing carve-outs.

Touched surfaces:
* ``src/rbac.can_access_table`` + ``get_accessible_tables`` —
  routed through ``StackResolver.stack(user, DATA_PACKAGE)`` +
  ``data_package_tables`` join instead of ``resource_grants(table)``.
* ``app/api/sync._build_direct_tables_section`` — always returns
  ``[]`` (key kept for older CLI destructuring); per-table grants
  no longer manifest.
* Standardised 403 detail across ``/api/data/*``, ``/api/query``,
  ``/api/v2/sample``, ``/api/v2/scan``, ``/api/v2/schema``:
  ``Table 'X' is not in your stack. Ask an admin to add it to a
  Data Package you have access to (Required or in your stack),
  then run `agnes pull` to refresh.`` Single source of truth lives
  in ``src.rbac.table_not_in_stack_message`` so the wording stays
  consistent across CLI surfaces.

UX side: ``/catalog/t/<id>`` (table detail page) dropped the four
editorial sections (Sample questions, What's inside, Things to know,
Pairs well with) per user feedback — the page's job is now
"what is this table, where do I find it" (hero + parent packages).

Tests:
* ``tests/conftest.grant_table_via_package`` / ``revoke_table_via_package``
  — shared helpers that wrap a table in an auto-named data_package +
  grant the package required to a custom group. Replaces the legacy
  per-test ``_grant_table_to_analyst`` table-grant pattern.
* All 17 previously-failing legacy tests (test_access_control,
  test_journey_rbac, test_audit_gap_*, test_rbac, …) migrated to use
  the new helper; logic stays the same.
* ``tests/fixtures/analyst_bootstrap._grant_table_access`` updated
  to wrap via data_package so the ``test_pat`` fixture's "two table
  grants" semantics still ship parquets through ``agnes init``.
* New ``tests/test_table_not_in_stack_message.py`` locks in the
  standardised 403 detail across the data + check-access endpoints.

5204 tests passing (added 1).

* fix(catalog): first-demo UX feedback — required-first grouping + longer card description

Two minor polish items from the 2026-05-19 stakeholder demo:

1. Required packages cluster at the top of the Browse grid instead of
   being interleaved by ``created_at``. Sort key
   ``(requirement != 'required', name)`` runs before the adapter
   call in both /catalog (data_packages) and /corporate-memory
   (memory_domains) so the required block is visible without
   scrolling. Regression test pins the order via
   ``data-id="…"`` position in rendered HTML.

2. ``.stack-card__desc`` line clamp bumped 2 → 4 lines. Two-line clamp
   trailed almost every admin-authored description off in "…" before
   the second clause, forcing a click-through to read it. The detail
   page (/catalog/p/<slug>) keeps the unclamped body for longer
   content.

* release: 0.55.3 — stack-gated analyst RBAC (BREAKING) + first-demo UX polish + #345 A/B/C/D + #347 UI consistency
2026-05-19 17:01:14 +02:00
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
ZdenekSrotyr
12db59127b
release: 0.53.0 — close Tier B trackers (#259-#261) + admin UI fix (#265) (#267)
* release: 0.53.0 — Tier B trackers + admin UI bugfix

Closes #259 (init resume sentinel), #260 (startup parquet-lock sweep),
#261 (materialized schema uses local parquet, not BQ), #265 (admin
tables apostrophe → HTML-entity escape).

Tracker notes: #262 closed as obsolete (pre-empted by 0.51.0 changes),
#266 left open pending UX clarification.

* fix(init): move resume sentinel from .agnes/ to .claude/

The clean-install integration test (test_clean_install_integration.py)
forbids creating .agnes/ in the workspace root via its
forbidden_unconditional list — that path is reserved for ~/.agnes/ in
the user's HOME (marketplace clone, CA bundle).

.claude/ is already created by agnes init for settings.json + hooks,
so dropping init-complete next to those keeps the resume sentinel
consistent with the rest of Claude Code's workspace surface and lets
the clean-install assertions pass.

Issue #259.

* docs(changelog): point #259 entry at new .claude/init-complete path

Follows the sentinel move from .agnes/ → .claude/ to keep the changelog
in sync with what 0.53.0 actually ships.
2026-05-12 16:28:41 +02:00
ZdenekSrotyr
aa5921da67
release: 0.47.0 — source-agnostic catalog metadata + cache discipline (#223)
## Summary

- Catalog enrichment for `query_mode='remote'` rows: `rows`, `size_bytes`, `partition_by`, `clustered_by` per table (BQ + Keboola providers).
- `/api/v2/schema/{id}` cache miss: 2 BQ jobs → 1 (-50%) via shared `fetch_bq_columns_full`.
- All four catalog/schema/sample/metadata caches flush on registry change; single-row re-warm scheduled.
- Automatic cache warmup at server startup (bounded concurrency, opt-out via `AGNES_SKIP_CACHE_WARMUP=1`).
- SSE-driven freshness toolbar on `/admin/tables` with progress bar, log, and per-row badge.
- New admin doc `docs/admin/query-modes.md` — single source of truth on `local` / `remote` / `materialized` choice.

Closes #155.
Closes #156.

## Test plan

- [x] 65+ targeted tests pass across 11 new test modules + 3 modified ones.
- [x] No DB migration; no wire-break; `MIN_COMPAT_CLI_VERSION` unchanged.
- [ ] Reviewer: register a remote BQ table via `/admin/tables`, observe the toolbar populates within ~2 s and the per-row badge transitions warming → fresh.
- [ ] Reviewer: trigger `Re-warm all`, verify SSE log scrolls and `cacheWarmupBar` progresses.
- [ ] Reviewer: edit a registered row's bucket, verify `agnes schema <id>` returns updated columns immediately (no 1-hour staleness).
- [ ] Reviewer: confirm `agnes admin register-table --query-mode remote` prints the new IAM-smoke-check hint.

## Notable design decisions

- BigQuery `INFORMATION_SCHEMA.TABLE_STORAGE` is the only valid scope for size+rows (verified live 2026-05-07; dataset-scoped doesn't exist). Region resolved from `instance.yaml.data_source.bigquery.location` → `bq.client().get_dataset(...)` → fall back to legacy `__TABLES__`.
- VIEW handling: TABLE_STORAGE returns no rows for views, fall through to `__TABLES__` (also empty) → `TableMetadata(rows=None, size_bytes=None, partition_by=..., clustered_by=...)`. Null size signals analyst Claude to apply existing CLAUDE.md guidance.
- `size_bytes` is `active_logical_bytes + long_term_logical_bytes` — full BQ scan reads both; reporting only active undercounts aged partitioned tables.
- Source-agnostic provider seam: per-source `connectors/<source>/metadata.py:fetch(MetadataRequest)`; dispatcher in `app/api/v2_catalog.py:_metadata_provider_for` lazily imports per source_type so a Keboola-only deployment doesn't pay the BQ-extension import cost.
- Warmup non-blocking: FastAPI `lifespan` schedules `asyncio.create_task(_warm_catalog_caches_bg)` before `yield`. Per-row failures isolated.

## Out of scope

- Profile / column histograms / dimension cardinality for remote tables (separate issue).
- Onboarding nudge ("you have 0 remote tables, consider registering some BQ ones") — separate UX call.
- Provider plug-in registration via entry-points (the dispatch table is a hardcoded if-tree today; one line per future source).

## Release

Bumps `pyproject.toml` 0.46.1 → 0.47.0 (main shipped 0.46.0 + 0.46.1 during this PR — see commit `d98976ec`). New CHANGELOG section under `## [0.47.0] — 2026-05-07`.

🤖 Generated with [Claude Code](https://claude.com/claude-code)
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2026-05-07 18:33:55 +02:00
ZdenekSrotyr
e5fb913cec perf: Tier 1 event-loop unblocking — async def → def on BQ-bound handlers
Five hottest BQ-touching endpoints were `async def` but invoked synchronous
DuckDB / BQ-extension calls inside the body. Under uvicorn's single event
loop that meant a single heavy `agnes query --remote` (waiting up to
~200 s for BQ's jobs.query) froze EVERY other request — /api/health,
dashboard, auth, even another query — for the full BQ wait. Operators
saw "VM idle, app frozen" during PR #188's testing.

Convert to plain `def` so FastAPI auto-offloads the body to the anyio
thread pool. Event loop stays free for non-BQ requests.

- app/api/query.py:execute_query
- app/api/v2_scan.py:scan_estimate_endpoint, scan_endpoint
- app/api/v2_sample.py:sample
- app/api/v2_schema.py:schema

Audit: 0 `await` statements in any converted handler (verified file-by-
file), so the rename is safe. Tests in tests/test_v2_*.py called the
handlers via `asyncio.run(...)` which now fails on a non-coroutine return;
swapped for direct calls (asyncio.run( -> ( ) — keeps paren balance).

Plus AGNES_THREADPOOL_SIZE env var (default 200, was anyio's stock 40)
in app/main.py:lifespan. Set via
anyio.to_thread.current_default_thread_limiter().total_tokens. 200 is
comfortable headroom for <50 concurrent analysts; bump for more.

480/480 impacted tests pass (the 2 remaining errors are a pre-existing
fixture setup issue in test_reader_smoke_matrix.py unrelated to this
change).
2026-05-05 17:44:08 +02:00
minasarustamyan
d4ac84dd46
feat(rbac): drop dataset_permissions + users.role + is_public; v19 migration (#150)
* feat(rbac): drop dataset_permissions + access_requests + users.role + is_public; v19 migration

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

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

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

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

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

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

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

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

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

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

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

* chore(release): cut 0.27.0

---------

Co-authored-by: Minas Arustamyan <arustamyan.minas@gmail.com>
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-authored-by: ZdenekSrotyr <zdenek.srotyr@keboola.com>
2026-04-30 22:02:16 +02:00
ZdenekSrotyr
83adf01bde
fix(v2): #134 BigQuery cross-project errors return structured 502/400 + BqAccess facade (#138)
* docs(spec): #134 unify BigQuery access behind BqAccess facade

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

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

Incorporates code-reviewer findings:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Devin BUG_0001 + BUG_0002 round 5 on PR #138.

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

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

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

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

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

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

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

* chore(release): cut 0.22.0

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

Bumps to 0.22.0 because PR #137 merged first and took 0.21.0.
2026-04-30 10:11:20 +02:00
ZdenekSrotyr
2e1dfb7553
feat(v2): claude-driven fetch primitives + 0.14.0 (#102)
Replaces the BigQuery wrap-view pattern with a discovery + scoped-fetch toolkit driven by the analyst's Claude session. Adds /api/v2/{catalog,schema,sample,scan,scan/estimate}, da catalog/schema/describe/fetch/snapshot/disk-info CLI commands, sqlglot-backed WHERE validator, process-local quota tracker, agent rails skill (cli/skills/agnes-data-querying.md). BREAKING: BQ wrap views off by default — set data_source.bigquery.legacy_wrap_views=true for one cycle. Backward-compat field_validator on primary_key. Catalog cache now matches documented 300s TTL with RBAC fresh per request. Cuts release v0.14.0.
2026-04-29 01:07:19 +02:00