run_session_collector called collector.main() which did argparse.parse_args()
on uvicorn's sys.argv (['app.main:app', '--host', ...]) → sys.exit(2) →
SystemExit(2), which inherits from BaseException, escapes FastAPI handlers,
and propagates through the thread pool. Every scheduler tick that fired the
endpoint either 500-ed or risked killing the uvicorn worker.
services/session_collector/collector.py now exposes run(dry_run, verbose)
that returns (rc, stats); main() is a thin CLI shim that parses argv and
delegates. The admin endpoint calls run() directly and audit-logs the
per-run stats (users_processed, files_copied, files_skipped) instead of
just the rc. Three regression tests in TestRunHelper.
Closes Devin Review finding on app/api/admin.py:2819 (#179).
Devin BUG: /api/admin/configure seeds an ai: block to the writable
overlay at DATA_DIR/state/instance.yaml, but the three LLM consumers
imported from config.loader.load_instance_config — which reads the
static config dir only. Even if they had read the overlay, the loader
ran yaml.safe_load directly without passing through _resolve_env_refs,
so '${ANTHROPIC_API_KEY}' would have stayed a literal placeholder. The
pipeline appeared to work because the factory falls back to the env
var directly, but the overlay path itself was dead code.
Two fixes, both required:
1. Switched the three LLM consumers to app.instance_config.load_instance_config:
- services/corporate_memory/collector.py:collect_all
- services/verification_detector/__main__.py:main
- app/api/admin.py:run_verification_detector
2. app/instance_config.py runs the loaded overlay through
config.loader._resolve_env_refs *before* the deep-merge, so
'${ANTHROPIC_API_KEY}' resolves at config-load time.
New regression suite tests/test_instance_config_overlay.py pins:
- env-ref resolution against the overlay (resolved when env set,
empty when env missing — never the literal placeholder)
- deep-merge still preserves static-only sections
- the three consumers reach app.instance_config (inspected via
inspect.getsource so a future refactor that reverts the import
fails the test)
- end-to-end: a seeded overlay + ANTHROPIC_API_KEY env reaches the
factory with a resolved api_key
The PR rewrote collect_all() to call the new
create_extractor_from_env_or_config() helper, but the existing tests
still mocked the old direct create_extractor() symbol and the old
silent-skip-on-missing-config behavior. Five tests in
TestCorporateMemoryCollector and one in TestCollectorExtractorIntegration
were red on the PR branch.
Changes:
- Tests now mock connectors.llm.create_extractor_from_env_or_config
(the symbol the collector imports lazily).
- Renamed test_collect_all_no_ai_config_skips ->
test_collect_all_no_ai_config_or_env_raises and
test_collector_handles_invalid_config -> test_collector_raises_on_invalid_config.
Both assert pytest.raises(ValueError) — the explicit fail-fast
semantics defect 5 of #176 was supposed to enforce.
- collect_all() no longer swallows the factory's ValueError into
stats["errors"]; it propagates so the scheduler / admin endpoint
surface the actionable misconfiguration message instead of
pretending the run was a no-op.
- /api/admin/run-corporate-memory translates the propagated ValueError
into a 500 with the factory's message, matching
/api/admin/run-verification-detector.
GET /api/health/detailed now returns a session_pipeline service entry.
Heuristic:
max(mtime of /data/user_sessions/**/*.jsonl) <=
max(processed_at in session_extraction_state) + grace_seconds
grace_seconds = 2 × verification-detector cadence (default 30 min;
configurable via SCHEDULER_VERIFICATION_DETECTOR_INTERVAL).
When the assert fails, status='warning' (never 'error') with an
actionable detail pointing at the verification-detector scheduler job.
A warning bubbles up to the existing overall='degraded' aggregation —
operators querying /api/health/detailed (or /agnes diagnose system)
get a clear breadcrumb instead of a silently-broken pipeline.
Cold-start case (no session files, or files newer than the grace
window with empty state table) is handled explicitly to avoid noise
on a fresh deploy.
Tests: tests/test_health_session_pipeline.py.
The /corporate-memory page filters status IN ('approved','mandatory')
and showed no hint that pending items exist. With approval_mode set to
'review_queue' (the default in instance.yaml.example), every collection
run would silently funnel new items into the pending bucket where no
operator ever saw them.
For admins (is_km_admin), the page now renders a banner above the
stats bar:
N pending items awaiting review — review them at /corporate-memory/admin
Non-admins see no change (the route zeroes the count server-side
before passing to the template, so the hint is never leaked).
Tests: tests/test_corporate_memory_page.py.
The session-collector, verification-detector, and corporate-memory
services now run on the same scheduler-v2 model that already drives
data-refresh, health-check, script-runner, and marketplaces:
- New admin endpoints in app/api/admin.py:
POST /api/admin/run-session-collector
POST /api/admin/run-verification-detector
POST /api/admin/run-corporate-memory
All admin-gated, sync-def (FastAPI thread pool), with one audit row
per invocation. Same single-writer-of-system.duckdb pattern as the
existing /api/marketplaces/sync-all job.
- services/scheduler/__main__.py JOBS gains three entries with offset
cadences (10m / 15m / 17m, all coprime modulo the 30s tick) so the
three LLM-backed jobs don't fire on the same tick and stack their
API + DB load.
- The verification-detector endpoint surfaces the LLM factory's
fail-fast ValueError as HTTP 500 with the actionable message,
preserving the no-silent-skip contract from the previous commit.
Tests:
- tests/test_admin_run_endpoints.py covers admin gating + scheduler
registration + endpoint contract.
- tests/test_scheduler_sidecar.py existing tests continue to pass.
POST /api/admin/configure now writes a default ai: block into the
instance.yaml overlay when the request leaves it untouched and either
ANTHROPIC_API_KEY or LLM_API_KEY is set in the environment. The block
references the env var via ${VAR} syntax — secrets never land in YAML.
connectors.llm.factory grows create_extractor_from_env_or_config which
falls back to ANTHROPIC_API_KEY / LLM_API_KEY when ai_config is empty
and raises a clear ValueError when neither is available. Both
services/corporate_memory and services/verification_detector switch to
the new helper, replacing the old 'silently skip when ai: missing'
path that was the silent-failure root cause.
Tests:
- tests/test_setup_ai_block.py — overlay seeding contract.
- tests/test_llm_provider_env_fallback.py — fallback + fail-fast.
The iterative bare-name rewriter (one re.sub per name, longest-first)
was vulnerable to cross-contamination when the GCP project ID contained
a registered table name as a hyphen-delimited word.
Concrete repro:
project = 'my-ue-project'
registered = ['orders', 'ue']
user SQL = 'SELECT * FROM orders JOIN ue ON ...'
iter 1 (orders): produces 'FROM `my-ue-project.fin.orders` JOIN ue ...'
iter 2 (ue): '\bue\b' matches 'ue' INSIDE 'my-ue-project' (hyphen
creates word boundary on both sides) — corrupts
the iter-1 path
Fallback at query.py:576 caught the resulting BQ parse error and fell
back to per-table SELECT * estimate, so impact was over-estimation,
not fail-open — but the #171 partition-pruning fix silently degraded
to pre-fix behavior whenever a project name shared a hyphen-segment
with a registered table.
Fix: single re.sub call with an alternation regex sorted longest-first.
Single-pass means each source position is processed exactly once, so
freshly-inserted backticked text from one match isn't re-scanned by
later names in the alternation.
Regression test
test_rewrite_helper_does_not_corrupt_when_project_id_contains_registered_name
covers the exact Devin repro.
Drops the `<nav class="role-tiles">` block (Analyst / Admin tiles),
the `_show_admin_tile` flag, the `const ROLE = {{ role | tojson }};`
JS line, and the role-aware PAT-mint ternary. The setupNewClaude
button now mints a uniform PAT for everyone:
{ name: defaultTokenName(), expires_in_days: 90 }
…against the existing `POST /auth/tokens` endpoint. No new endpoint,
no role-locked TTL clamp. The `bootstrap-analyst` 1-hour scope is no
longer used from /setup (it broke the install flow anyway — saved PATs
expired before the user opened Claude Code; tracked as a separate
cleanup issue).
Also removes the now-unused `.role-tiles` / `.role-tile` CSS rules so
the stylesheet doesn't carry dead selectors.
Plan: docs/superpowers/plans/2026-05-04-unified-setup-prompt.md task 6.
The `/setup` route no longer accepts `?role=analyst|admin`. The route
signature drops the `Literal[...] = Query(...)` parameter and the
silent admin-downgrade block (`if role == "admin" and not is_admin:
role = "analyst"`). The `role` ctx variable threaded into install.html
also goes away — Task 6 cleans up the template's role-tile UI and the
JS PAT-mint ternary.
`?role=` is silently ignored by FastAPI for unknown query params, so
existing bookmarks (none in production — the param was added in this
PR and never shipped) just degrade to the unified layout. No
RedirectResponse shim needed.
Tests: drop the entire `tests/test_setup_page_roles.py` file (eight
role-branching tests that no longer apply) and add
`tests/test_setup_page_unified.py` with three tests:
- `test_setup_page_renders_unified_layout`
- `test_setup_page_ignores_role_query_param`
- `test_setup_page_renders_marketplace_for_user_with_grants`
- `test_install_legacy_path_redirects_to_setup`
Also replace the role-aware `test_install_preview_*` tests in
test_web_ui.py with unified-layout assertions.
Plan: docs/superpowers/plans/2026-05-04-unified-setup-prompt.md task 5.
Removes the `role: Literal["analyst", "admin"] = "admin"` parameter from
`compute_default_agent_prompt`. The same RBAC pass
(`marketplace_filter.resolve_allowed_plugins`) now runs for every user —
admin or not. Users with no `resource_grants` rows get the
no-marketplace layout; users with grants get the marketplace block
inserted. Admin-vs-analyst is no longer a layout branch.
`render_agent_prompt_banner` no longer derives a `role` from
`user.is_admin`; it just delegates to `compute_default_agent_prompt`.
Two `compute_default_agent_prompt(...role=role)` call sites in
`app/web/router.py::setup_page` are updated to drop the keyword so the
route keeps rendering — Task 5 will remove the `?role=` query
parameter and the silent admin-downgrade block from the route signature
itself.
Tests: drop role-aware assertions from test_welcome_template_renderer
and test_welcome_template_api. Both files now assert the unified
default contains `agnes init` + `uv tool install` and bans the legacy
`agnes auth import-token` / `agnes auth whoami` verbs.
Plan: docs/superpowers/plans/2026-05-04-unified-setup-prompt.md task 4.
Renames `_git_check_block` to `_preflight_block` and adds a
`claude --version` check beside `git --version`. Both binaries are
required by the marketplace step — git for the clone fallback,
claude for `claude plugin marketplace add` / `claude plugin install` —
so checking them together gives one clear failure instead of two
confusing downstream errors.
Install hints: `npm i -g @anthropic-ai/claude-code` for Linux / WSL
plus a doc URL (https://docs.claude.com/claude-code) for the native
macOS / Windows installers. We don't try to one-line a native
installer; the canonical instructions live upstream.
Plan: docs/superpowers/plans/2026-05-04-unified-setup-prompt.md task 3.
Adds `_step_numbers(*, has_marketplace, has_skills)` so step numbering
lives in one place instead of being split across three branches in
`resolve_lines`. Pins the unified layout in the tests:
No plugins: 1 install, 2 init, 3 catalog, 4 diagnose, 5 skills, 6 confirm
With plugins: 1, 2, 3, 4 preflight, 5 marketplace, 6 diagnose, 7 skills, 8 confirm
`agnes auth import-token` / `agnes auth whoami` are now banned from the
rendered prompt — `agnes init` subsumes them. The renamed
`test_resolve_lines_no_plugins_unified_six_step_layout` asserts those
strings are absent and that the new step headers (`Bootstrap your Agnes
workspace`, `Verify the data is queryable`) are present.
Plan: docs/superpowers/plans/2026-05-04-unified-setup-prompt.md task 2.
Removes the `role: Literal["analyst", "admin"]` parameter from
`resolve_lines` / `render_setup_instructions` and deletes the
`_resolve_analyst_lines`, `_analyst_init_lines`, `_analyst_finale_lines`
helpers. The unified flow now always emits `agnes init` (the
workspace-rails delivery mechanism) in place of the legacy
`agnes auth import-token` + `agnes auth whoami` pair, and uses
`agnes catalog` as the smoke-verify step.
`agnes init` already verifies the PAT internally, and `agnes catalog`
doubles as a data-plane smoke check, so dropping `agnes auth whoami`
costs no signal.
Drops the now-redundant `tests/test_setup_instructions_analyst.py` and
patches the one ordering test in `tests/test_setup_instructions.py` that
referenced the old "Log in" / "Verify the login" headers. Also strips
the `role=role` kwarg from `compute_default_agent_prompt`'s call into
`resolve_lines` so the welcome-template render path keeps working;
welcome_template.py's own role param is removed in a follow-up task.
Plan: docs/superpowers/plans/2026-05-04-unified-setup-prompt.md task 1.
Bring admin UI, audit-log messages, code comments, and analyst-facing
skill docs in line with the post-bootstrap CLI surface (`agnes pull`,
`agnes push`, `agnes init`, `agnes snapshot create`). The legacy
`_LEGACY_STRINGS` detection tuple in `app/api/claude_md.py` and the hook
upgrade markers in `cli/lib/hooks.py` are intentionally left as-is —
they exist precisely to flag pre-rewrite content for re-authoring.
Strip "(folded from `da metrics list`)" / "(lifted from `da metrics
show`)" / "Replaces the old `da analyst status`" docstring noise — the
rename history is in CHANGELOG.md, not in module docstrings.
Closes#171. The /api/query cost guardrail used to dry-run a synthetic
`SELECT * FROM <table>` for each registered remote-BQ row referenced
by the user SQL — which made BigQuery estimate a full table scan, with
column projection, predicate pushdown, and partition pruning all
disabled. Narrow queries on big partitioned/clustered tables (the
documented happy path for `agnes query --remote`) hit ~30,000×
over-estimates and got rejected with 400 `remote_scan_too_large` even
when BQ's own dry-run reported single-digit MB.
Pavel's report on #171 traced the root cause and proposed the fix:
rewrite the user SQL to BQ-native syntax and dry-run it as a single
job, exactly the way `bq query --dry_run` works.
Implementation:
- New helper _rewrite_user_sql_for_bq_dry_run rewrites bare registered
names (word-boundary, case-insensitive, longest-first to avoid prefix
collisions) + bq."<ds>"."<tbl>" forms to backticked
`<project>.<ds>.<tbl>` paths.
- _bq_quota_and_cap_guard runs ONE dry-run on the rewritten SQL. Cap
check uses the real estimate.
- Fallback path: if BQ rejects with bq_bad_request (e.g. DuckDB-only
syntax like ::INT casts), the guard falls back to the pre-fix
per-table SELECT * approach so non-portable queries still get a
(loose) cap estimate instead of fail-opening. Non-parse BQ errors
(forbidden, upstream) still propagate as 502.
- _bq_guardrail_inputs now also returns name_lookups so the rewriter
has the (registered_name, bucket, source_table) mapping it needs.
- Per-table breakdown is unavailable from a composite dry-run; total
bytes are pinned to dry_run_set[0] for the post-flight
record_bytes(sum(...)) call to keep returning the right total.
Tests (7 new, 3 existing still pass):
- dry-run receives rewritten user SQL with WHERE clause intact (the
load-bearing assertion for #171)
- single dry-run per request even with multiple registered tables
(JOIN, UNION) referenced
- fallback to per-table SELECT * on bq_bad_request
- non-parse BQ errors (forbidden) still 502
- rewriter unit tests: bare + bq.path in same SQL, longest-name-wins
on prefix collision, case-insensitive bare-name match
Three coupled UX fixes for the analyst-onboarding flow:
1. Dashboard "Setup a new Claude Code" CTA was rendering admin paste
prompt for everyone (analysts couldn't actually execute the marketplace
plugin install / skills setup steps). render_agent_prompt_banner now
picks role based on user.is_admin — analysts get the analyst flow.
2. /setup default role changed from admin to analyst. Most visitors are
analysts; admin layout is opt-in via the admin tile or ?role=admin.
3. Admin tile is admin-only on the role-tile nav. Non-admins see only
the analyst tile. Server-side: non-admin requesting ?role=admin is
silently downgraded to analyst (otherwise they'd see admin paste
prompt despite no tile).
Tests:
- New: test_setup_page_admin_tile_hidden_for_non_admin (anonymous client
can't see "Admin CLI" or role=admin link)
- New: test_setup_page_admin_role_downgraded_for_non_admin (anonymous
?role=admin → analyst layout, no marketplace step in clipboard)
- New: test_install_preview_default_role_is_analyst (admin signing in to
bare /setup gets analyst clipboard by default)
- Renamed: test_setup_page_default_role_is_admin → ..._is_analyst
- Updated: test_setup_page_admin_clipboard_renders_admin_layout uses
FastAPI dependency_overrides to inject admin user (admin layout is
now admin-gated)
- Updated: test_install_preview_visible_for_signed_in_user explicitly
passes ?role=admin to exercise admin layout
13 Devin findings across 10 files:
🔴 Critical:
- app/api/v2_catalog.py:42 — `_fetch_hint` returns `da fetch` in /api/v2/catalog
responses (user-visible in every catalog list)
- cli/skills/agnes-data-querying.md — 11 stale `da fetch`/`da sync` refs in the
bundled skill markdown
- config/claude_md_template.txt:38 — referenced `agnes pull --docs-only` flag
that does NOT exist in agnes pull (removed; spec only ships --quiet/--json/
--dry-run)
🟡 Important:
- app/api/admin.py:252 — `da fetch` in bq_max_scan_bytes hint
- cli/commands/auth.py:119 — `da sync` in import-token docstring (--help text)
- cli/commands/tokens.py:48 — "Export it so `da` can use it" prose
- ARCHITECTURE.md — 4 stale rows in CLI commands table
- README.md — stale paragraphs for analysts (da sync, da analyst setup)
🚩 Substantive observations addressed:
- app/api/query.py:249,302,489 — server-side error/help strings still said
`da sync`/`da fetch` (returned in API responses to clients)
- cli/commands/snapshot.py:235-241 — DuckDB existence guard incorrectly
blocked `--estimate` (server-side dry-run that never opens local DB).
Added test ensuring estimate path skips the guard.
Skipped (intentionally historical):
- app/api/admin.py:2377,2429,2437 — historical comments describing past
manifest-vs-sync_state bug; past tense, accurate to keep as `da sync`.
New top-level 'materialize' section, single field (lock_ttl_seconds).
Default 86400 (24h). Backs the file-lock TTL reclaim added in the
per-table-mutex change. Editable via PUT /api/admin/server-config and
the /admin/server-config UI.
When admin registers a materialized BQ row with bucket+source_table but
no source_query, the server generates 'SELECT * FROM `<project>.<ds>.<tbl>`'
from instance.yaml's configured BQ project. Same fallback fires on PUT
when flipping to materialized. The backtick rejection guard, which was
appropriate for DuckDB-flavor source_query, is relaxed for materialized
rows since the new wrapping path (Task 2) runs admin SQL through BQ
jobs API which uses BQ-native syntax (backticks for dashed identifiers).
_run_materialized_pass distinguishes due-check skips from in-flight
skips and never calls state.set_error for either. summary['skipped']
becomes a list of {table, reason} dicts; the end-of-pass log line
breaks out the in_flight subcount.
Hoists is_table_due to module-level import so test monkeypatching of
the symbol intercepts the call (the previous local import made
patches a no-op).
Two Task 4 review fixes for app/web/templates/install.html:
1. JSON-escape `ROLE` JS const via `{{ role | tojson }}` (defense in
depth — removes the dependency on Jinja autoescape semantics for JS
contexts; FastAPI's Literal validator already constrains role values).
2. Verify the analyst tile's clipboard payload is the analyst layout.
The pre-existing role-aware plumbing (compute_default_agent_prompt
threading role into setup_instructions_lines, picked up by the JS
SETUP_INSTRUCTIONS_TEMPLATE array) was correct; adding regression tests
that pin to the JS clipboard block specifically so a future inversion
would fail loudly.
Tests: analyst clipboard contains `agnes init` + `agnes catalog` and
NOT `agnes auth import-token` / `agnes skills`; admin clipboard is the
inverse. Plus an explicit assertion that ROLE is rendered via tojson.
Devin Review iter #5 flagged a pre-existing class of name/id mismatch
in app/api/query.py:131-136 — the SAME root cause as the bq.* RBAC
issue I fixed in iter #3 (line 332/362). Devin called it out as
"NOT introduced by this PR" / "might merit follow-up", but it's
exactly the same security-boundary pattern this PR is hardening, so
fixing here keeps the RBAC story consistent across the handler.
The `forbidden = all_views - set(allowed)` comparison mixed types:
- `all_views` carries DuckDB master view names (= registry display
`name` from the orchestrator's CREATE VIEW)
- `set(allowed)` carries registry IDs (resource_grants.resource_id)
When `id != name` (e.g. id="bq.finance.ue", name="ue"), authorized
users got spurious 403s — the view name landed in `forbidden` even
though the caller had a valid grant on the registry id.
Build a name->id map from the registry, then the forbidden check
compares apples to apples:
allowed_view_names = {r["name"] for r in registry_rows
if r.get("name") and r.get("id") in allowed_ids}
forbidden = all_views - allowed_view_names
107 affected tests pass; 487 pass in wider RBAC/query/access/admin
domain — no regressions.
Devin Review iter #3 found 3 new real bugs after iter #2's fixes landed.
🔴 RBAC check at app/api/query.py:362 used `row["name"]` against
`accessible_set`, but `accessible_set` is keyed by registry IDs
(`get_accessible_tables` returns `resource_grants.resource_id` —
table IDs, not display names). Confirmed by `_table_blocks` projection
at `app/resource_types.py:157-158`. When `id != name` (e.g.
`id="bq.finance.ue", name="ue"`), non-admin users with valid grants
got 403 `bq_path_access_denied`. Switch to `row["id"]`.
🚩 Bare-name pass at app/api/query.py:332 had the same name-vs-id
mismatch (different impact): legitimate accessible rows were skipped
from `dry_run_set`, so the cost guardrail under-counted scan bytes
for non-admin users. Could let an over-cap query through and
under-bill quota. Switch to `row_id` comparison.
🟡 `placeholder_from` for billing_project was dead code.
`_BQ_OPTIONAL_FIELD_DEFAULTS["billing_project"] = ""` seeded an empty
string into every GET payload via `_ensure_bq_optional_fields`. JS
`isUnset = (value === undefined)` evaluated False, so the
`(defaults to <project>)` placeholder NEVER rendered. Drop the seed —
field stays in `known_fields` (UI sees it) but routes through the
unset rendering path on GET, where placeholder_from fires.
Tests: test_get_surfaces_bq_fields_even_when_unset assertion flipped
from "billing_project IS present" to "billing_project NOT auto-seeded"
to lock in the new shape. 67 affected tests pass.
Devin Review iter #2 found 2 new issues (after iter #1's 5 fixes
landed). Both real, both addressed.
🔴 Quota user_id key mismatch defeated shared daily budget. /api/query
computed `user.get("id") or user.get("email")` while /api/v2/scan uses
`user.get("email") or "anon"` (app/api/v2_scan.py:327). Same user → two
different keys in the singleton QuotaTracker. BQ bytes consumed via
/api/query were tracked under UUID; via /api/v2/scan under email; the
`check_daily_budget` pre-flight on either endpoint never saw the
other's recorded bytes — per-user cap was effectively doubled. Match
v2/scan's email-first ordering.
🟡 QuotaExceededError(KIND_CONCURRENT) → 400 instead of 429.
`quota.acquire(user_id)` raises this from __enter__ when the per-user
concurrent-scan slot is at cap. The exception propagated through the
@contextlib.contextmanager generator, the caller's `with guard:`
block, and was caught by execute_query's generic `except Exception`
handler → mapped to 400 with a flattened "Query error: concurrent_scans:
N/M" string, dropping the typed retry_after_seconds field. Wrap the
`with quota.acquire(...)` in a try/except QuotaExceededError that maps
to 429 with the same typed-detail shape used for the daily-budget
rejection — consistent with /api/v2/scan:392-402.
Tests: test_api_query_quota.py user_id strings updated to
"admin@test.com" (the seeded_app admin's email) to match the new
email-first ordering. 40 affected tests pass.
Devin Review on PR #168 found 5 issues — all real, all addressed.
🚩 ANALYSIS_001 (architectural): concurrent-slot guard didn't protect
actual BQ query execution. Earlier `_enforce_remote_bq_quota_and_cap`
ran dry-run + cap check inside `with quota.acquire(user_id):`, then
returned — releasing the slot BEFORE `analytics.execute(...)` ran. Spec
§4.3.3 explicitly designs the slot to wrap execute so the per-user
concurrent cap limits BQ scans, not just dry-runs.
Refactor to a context manager `_bq_quota_and_cap_guard`. Caller's `with`
block now holds the slot through dry-run, cap check, the actual
`analytics.execute(...)` (which is what triggers the BQ scan when DuckDB
resolves the master view), AND the post-flight record_bytes. Slot
released only when caller's `with` body exits.
🟡 BUG_001: placeholder JS walked `original` (full GET payload root)
instead of `original.sections`. `placeholder_from: ["data_source",
"bigquery", "project"]` is a section-relative path, so billing_project
placeholder NEVER rendered. Fix: walk `original.sections` (with fallback
to `original` for safety).
🟡 BUG_002 + BUG_003: admin_tables.html register and edit modals'
operator help text referenced `max_bytes_per_remote_query` (the old
name from the spec) but the actual config key is `bq_max_scan_bytes`
after the fix-up commit `6423888d` moved it. Replace both occurrences.
🟡 BUG_004: CHANGELOG entry said `api.query.bq_max_scan_bytes` (the
old path) but the read at app/api/query.py:53 is
`get_value("data_source", "bigquery", "bq_max_scan_bytes", ...)`. An
operator who set it under `api.query` in their yaml would have no
effect. Correct path in CHANGELOG.
All 95 #160-affected tests pass after the changes.
E2E test on dev VM revealed: spec said "configurable via /admin/server-config"
for the cost guardrail cap, but the underlying read path was
`api.query.bq_max_scan_bytes` and `api` is NOT in `_EDITABLE_SECTIONS`. POST
to /admin/server-config rejected `{"sections":{"api":...}}` as "unknown
section(s): api" — the cap was only adjustable via direct YAML edit.
Move to `data_source.bigquery.bq_max_scan_bytes`:
- `_default_remote_query_cap_bytes()` reads from the new path.
- Add to `_OPTIONAL_FIELDS["data_source"]["bigquery"]["fields"]` with the
same shape as `max_bytes_per_materialize` (kind=int, default 5 GiB, hint).
- Add to `_BQ_OPTIONAL_FIELD_DEFAULTS` so it surfaces in the GET payload
even when YAML omits it.
Convention now mirrors `max_bytes_per_materialize` — both BQ cost
guardrails live under `data_source.bigquery`, both editable in the UI.
Closes the operator-side half of the reporter's loop. The CLI fix in
the previous commit makes USER_PROJECT_DENIED errors readable to
analysts; this commit lets admins verify reachability proactively
from /admin/server-config without waiting for analyst reports.
New endpoint POST /api/admin/bigquery/test-connection
(app/api/admin_bigquery_test.py, ~110 LOC):
- Depends(require_admin); registered in app/main.py.
- Builds BqAccess via existing get_bq_access(), runs `SELECT 1 AS ok`
with a 10s polling timeout.
- 200 with {ok, billing_project, data_project, elapsed_ms} on success.
- 400 for `BqAccessError(not_configured)` (operator config issue).
- 502 for any other typed BqAccessError or unknown upstream exception.
- 504 for concurrent.futures.TimeoutError; best-effort cancel_job
invoked (BQ-side cancel may still run; documented caveat).
Server-config placeholder (app/api/admin.py + admin_server_config.html):
- `data_source.bigquery.billing_project` field-spec gains
`placeholder_from: ["data_source", "bigquery", "project"]`.
- renderLeafInput's text branch reads `opts.spec.placeholder_from`,
walks the loaded `original` config dict, injects
`placeholder="(defaults to <project>)"` into the input HTML at
construction time. Admin sees the access.py:339-340 fallback rule
visible directly in the UI without reading source.
UI button:
- "Test BigQuery connection" button next to data_source's Save button.
- onTestBigQuery() POSTs to the endpoint, renders structured result
inline (green check + elapsed_ms on success; red kind + hint on
failure).
Tests: 6 endpoint cases + 1 placeholder payload test = 7 GREEN. 62
total across the affected admin server-config test files.
Phase 3 review identified an RBAC + cost-cap bypass: `SELECT * FROM
"bq"."ds"."tbl"` (catalog token quoted as a DuckDB identifier) was NOT
matched by the BQ_PATH regex, so direct quoted-form references skipped
both the registry check and the cost-cap dry-run. DuckDB resolves
`"bq"` to the same ATTACHed BQ catalog, so the bypass is real.
Widen the catalog-token alternation: `(?:"bq"|bq)` matches both forms.
Negative lookbehind `(?<![\w.])` still rejects look-alike prefixes
(`other_bq`, `my_bq`); the new "my_bq".ds.tbl negative test locks that
in alongside `other_bq.ds.tbl`.
Tests:
- 2 new positive cases in tests/test_query_bq_regex.py for the quoted
form (`"bq"."finance"."ue"` and uppercase `"BQ"."ds"."tbl"`).
- 1 new negative case rejecting `"my_bq".ds.tbl` so the quoted-form
widening doesn't open a different evasion.
- 1 new RBAC test in tests/test_api_query_rbac_bq_path.py: admin
hitting an unregistered quoted path returns the same
bq_path_not_registered 403 as the unquoted form.
All 33 Phase 3 tests pass after the fix.
The headline implementation for issue #160. POST /api/query now gates
direct `bq."<dataset>"."<source_table>"` references behind the registry
and bounds the BQ scan cost behind a configurable cap. Wired through
the same singleton QuotaTracker as /api/v2/scan so daily-byte budgets
are shared across both BQ-touching paths.
Changes in app/api/query.py:
- Add module-level `BQ_PATH` regex matching the 16 syntax variants
verified empirically (fully-quoted, unquoted, mixed quoting,
case-insensitive, inside CTE bodies, multi-path, …).
- Add `bigquery_query` to the SQL keyword blocklist. Closes the
pre-existing function-call backdoor where a user could run an
arbitrary BQ jobs API call against any reachable dataset, bypassing
the registry and RBAC. Wrap views internal to the BQ extractor still
use bigquery_query() — but those run via DuckDB view resolution at
query time, not via user-submitted SQL, so the blocklist doesn't
break them.
- Add `_bq_guardrail_inputs` helper: walks user SQL twice — once for
bare-name matches against accessible registered remote-BQ names
(contributes to dry_run_set), once for direct `bq.X.Y` matches
(gated against `find_by_bq_path` lookups, returns 403 with
structured detail on miss or grant violation).
- Add `_enforce_remote_bq_quota_and_cap` helper: pre-flight
`check_daily_budget` (over-cap → 429), then `with quota.acquire(...)`
wraps a per-path BQ dry-run, sums bytes, raises 400
`remote_scan_too_large` when total > cap.
- Cap default 5 GiB; configurable via `api.query.bq_max_scan_bytes`
in /admin/server-config (next phase wires the UI).
- Post-flight `record_bytes` against the user's daily counter.
- Module-level imports of `_bq_dry_run_bytes`, `_build_quota_tracker`,
`get_bq_access` so tests can monkeypatch via `app.api.query.<name>`.
Tests:
- All 23 RED tests from the previous commit now pass (regex matrix,
blocklist with detail-string assertion, RBAC unregistered/admin-bypass,
guardrail dry-run-called/over-cap-rejected, quota pre-flight 429).
- mock_dry_run fixture stubs both `_bq_dry_run_bytes` and `get_bq_access`
so guardrail tests don't require a live BQ project.
- Quota test uses `admin1` (the seeded_app fixture's actual user id, not
`admin`).
Smoke: 887 passed across query/bq/admin/extractor/registry/quota
domains. No regressions.
The /api/query cost guardrail (next phase) needs the same singleton
QuotaTracker so its daily-byte and concurrent-slot caps accumulate
across both /api/v2/scan and /api/query BQ-touching paths.
Move `_build_quota_tracker`, `_quota_singleton`, and `_quota_init_lock`
from app/api/v2_scan.py to app/api/v2_quota.py (the natural home; the
factory uses QuotaTracker which already lives there). Re-export the
function from v2_scan.py so the 7 test sites at tests/test_v2_scan.py
(lines 77, 118, 143, 160, 186, 208, 250) keep working without edits.
Crucially do NOT re-export `_quota_singleton` from v2_scan.py — Python
`from X import var` copies the binding at import time, so a re-exported
singleton would freeze at the initial None and never observe the
in-place mutation done inside `_build_quota_tracker()`. Re-export only
the function (which always reads the live module-global through `global`).
Mechanical refactor; no behavior change. 30 quota-related tests pass.
Now that VIEW/MATERIALIZED_VIEW always wrap via bigquery_query() (the
prior `legacy_wrap_views=True` branch behavior, made unconditional in
the previous commit), the toggle has no semantic meaning and is removed
across the codebase.
Production code:
- app/api/admin.py: drop the field from _OPTIONAL_FIELDS["data_source"]
["bigquery"]["fields"] and from _BQ_OPTIONAL_FIELD_DEFAULTS, plus the
comment block above the defaults dict.
- config/instance.yaml.example: drop the example snippet.
- src/orchestrator.py: update the inner-objects skip-branch comment to
reflect the new BQ behavior (the skip itself stays — keboola
use_extension=False still inserts _meta rows without inner views).
- app/web/templates/admin_tables.html: rewrite operator copy in the
register and edit forms to reflect always-wrap.
Tests:
- tests/test_admin_server_config.py (TestServerConfigBigQueryFields):
flip assertions from "field IS present" to "field NOT present" on
legacy_wrap_views. Drop the test_post_persists_legacy_wrap_views test
since the field no longer exists.
- tests/test_admin_server_config_known_fields.py: same flip on the
known-fields registry assertion.
- tests/test_bigquery_extractor.py: drop the obsolete
test_view_entity_does_not_create_master_view_by_default (asserted the
bug we fixed) and test_legacy_wrap_views_toggle_restores_old_behavior
(toggle no longer meaningful). Update remaining test docstrings.
Operators with `legacy_wrap_views: true` set in their overlay get the
new (equivalent) behavior automatically — the unrecognized key is
silently ignored by the YAML loader. Operators with `false` get the
issue-#160 fix as a behavior change, not a regression.
Spec gate updated: production code grep gate
grep -rn 'legacy_wrap_views' connectors app src config cli
must return zero. tests/ excluded — historical "removed in #160"
breadcrumbs and `assert "X" not in fields` regression guards retained
as anti-regression signals.
Finding #1: _build_context now routes through render_agent_prompt_banner when
a DB connection is available, so both /setup and the /dashboard clipboard CTA
always reflect the admin override (or the live default when no override is set).
Previously _build_context unconditionally used resolve_lines(), ignoring the
welcome_template override for the dashboard JS array.
Finding #2: PUT /api/admin/welcome-template now performs a second render pass
with user=None (anonymous stub) after the authenticated-user pass. Templates
that reference user.* fields without an {% if user %} guard are rejected with
a clear 400 error explaining the anon-visitor breakage.
- Fix#1: _detect_existing_project now checks .claude/settings.json for
"da sync" marker instead of deleted CLAUDE.md; update tests accordingly.
- Fix#2: preview endpoint uses autoescape=False to match /setup rendering;
align render_agent_prompt_banner in welcome_template.py to the same.
- Fix#3: apply _sanitize_banner_html to override render path in setup_page
so all render paths sanitize consistently.
- Fix#4: move .setup-link-banner into the existing-user branch where
account_details.last_sync_display is reachable; remove dead copy from
new-user branch.
The /admin/agent-prompt editor now pre-fills with the full bash bootstrap
script from setup_instructions.resolve_lines() instead of being empty.
When an admin saves an override it replaces the default everywhere — the
/setup page display and the dashboard clipboard CTA — rather than adding a
banner above the auto-generated commands.
GET /api/admin/welcome-template now returns a `default` field with the live
computed script so the editor always shows meaningful starting content.
{server_url} and {token} single-brace placeholders survive Jinja2 rendering
and are substituted by JavaScript at clipboard-copy time as before.
Preview pane switches to textContent (not innerHTML) since content is bash.