Commit graph

168 commits

Author SHA1 Message Date
ZdenekSrotyr
a92c624dba feat(admin): yellow banner for legacy CLI verbs in workspace-prompt override 2026-05-04 17:46:50 +02:00
ZdenekSrotyr
8091620d33 fix(setup): role-aware clipboard render + JSON-escape ROLE injection
Two Task 4 review fixes for app/web/templates/install.html:

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

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

Tests: analyst clipboard contains `agnes init` + `agnes catalog` and
NOT `agnes auth import-token` / `agnes skills`; admin clipboard is the
inverse. Plus an explicit assertion that ROLE is rendered via tojson.
2026-05-04 17:43:46 +02:00
ZdenekSrotyr
7965f8021d fix(setup): role-aware PAT scope+TTL in setupNewClaude JS (Task 4 spec fix) 2026-05-04 17:34:30 +02:00
ZdenekSrotyr
f731ee7897 feat(setup): /setup?role=analyst|admin branching with role tiles 2026-05-04 17:28:47 +02:00
ZdenekSrotyr
54f83c281c test(setup): I1+I2 review fixes — AGNES_WORKSPACE.md alignment + step-number pin 2026-05-04 17:23:15 +02:00
ZdenekSrotyr
ae00945cbf fix(setup): clean stale 'da' refs in setup_instructions.py (Task 0.5 missed sweep) 2026-05-04 17:19:55 +02:00
ZdenekSrotyr
29e28ccbd3 feat(setup): add analyst role to install-prompt renderer 2026-05-04 17:17:59 +02:00
ZdenekSrotyr
59324f9361 feat(admin): scan CLAUDE.md override for legacy strings 2026-05-04 17:10:58 +02:00
ZdenekSrotyr
4ee7323436 feat(tokens): add scope + ttl_seconds fields with bootstrap-analyst clamp 2026-05-04 17:00:54 +02:00
ZdenekSrotyr
1563b05f2e refactor(cli): hard-cutover env vars + config dir to AGNES_*
Task 0.5 of clean-analyst-bootstrap. Greenfield rewrite — no fallback,
no aliases. Existing dev environments lose their cached PAT and must
re-authenticate.

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

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

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

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

Test results: 2675 passed, 25 skipped (full pytest run, excluding 9
pre-existing test_db.py / test_user_management.py / test_e2e_extract.py
/ test_cli_binary_rename.py failures unrelated to this rename).
2026-05-04 16:35:44 +02:00
ZdenekSrotyr
4bd1919f77 fix(query): #168 review iter 5 — forbidden-table check uses registry IDs
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.
2026-05-04 14:18:43 +02:00
ZdenekSrotyr
28aba4c1f9 fix(query): #168 review iter 3 — RBAC name-vs-id, placeholder dead code
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.
2026-05-04 13:51:36 +02:00
ZdenekSrotyr
5eaa449fcc fix(query): #168 review iter 2 — quota user_id parity + concurrent-slot 429
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.
2026-05-04 13:38:31 +02:00
ZdenekSrotyr
1263b80726 fix(query): #168 review — concurrent-slot wraps execute, doc/JS fixes
Devin Review on PR #168 found 5 issues — all real, all addressed.

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

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

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

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

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

All 95 #160-affected tests pass after the changes.
2026-05-04 13:28:03 +02:00
ZdenekSrotyr
6423888d02 fix(query): #160 move bq_max_scan_bytes to data_source.bigquery (UI editable)
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.
2026-05-04 12:46:38 +02:00
ZdenekSrotyr
39bdc1ff45 feat(admin): #160 BQ test-connection endpoint + billing_project placeholder UI
Closes the operator-side half of the reporter's loop. The CLI fix in
the previous commit makes USER_PROJECT_DENIED errors readable to
analysts; this commit lets admins verify reachability proactively
from /admin/server-config without waiting for analyst reports.

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

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

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

Tests: 6 endpoint cases + 1 placeholder payload test = 7 GREEN. 62
total across the affected admin server-config test files.
2026-05-04 10:31:35 +02:00
ZdenekSrotyr
77cdb65f76 sec(query): #160 BQ_PATH catches quoted "bq" catalog token (Phase 3 review)
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.
2026-05-04 10:31:35 +02:00
ZdenekSrotyr
896c43c7a2 feat(query): #160 cost guardrail + bq.* RBAC + quota integration on /api/query
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.
2026-05-04 10:31:35 +02:00
ZdenekSrotyr
e44d2280e5 refactor(quota): #160 relocate _build_quota_tracker to v2_quota.py
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.
2026-05-04 10:31:35 +02:00
ZdenekSrotyr
9d0e4e687d refactor(bq): #160 remove legacy_wrap_views config knob (always-wrap)
Now that VIEW/MATERIALIZED_VIEW always wrap via bigquery_query() (the
prior `legacy_wrap_views=True` branch behavior, made unconditional in
the previous commit), the toggle has no semantic meaning and is removed
across the codebase.

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

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

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

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

Finding #2: PUT /api/admin/welcome-template now performs a second render pass
with user=None (anonymous stub) after the authenticated-user pass. Templates
that reference user.* fields without an {% if user %} guard are rejected with
a clear 400 error explaining the anon-visitor breakage.
2026-05-03 21:45:32 +02:00
ZdenekSrotyr
d18bc4c8f7 fix(api): align PUT validation autoescape with runtime (False); docs match 2026-05-03 21:30:24 +02:00
ZdenekSrotyr
61ef0d0eed fix(devin-review): address 4 findings on PR #167
- Fix #1: _detect_existing_project now checks .claude/settings.json for
  "da sync" marker instead of deleted CLAUDE.md; update tests accordingly.
- Fix #2: preview endpoint uses autoescape=False to match /setup rendering;
  align render_agent_prompt_banner in welcome_template.py to the same.
- Fix #3: apply _sanitize_banner_html to override render path in setup_page
  so all render paths sanitize consistently.
- Fix #4: move .setup-link-banner into the existing-user branch where
  account_details.last_sync_display is reachable; remove dead copy from
  new-user branch.
2026-05-03 21:15:01 +02:00
ZdenekSrotyr
bcb62ff4e2 fix(ui): tighten dashboard token row gap; lift editor/preview labels above panes 2026-05-03 19:51:34 +02:00
ZdenekSrotyr
05f12b416d fix(ui): dashboard token row alignment + match editor/preview heights 2026-05-03 19:23:50 +02:00
ZdenekSrotyr
dc931a6556 feat(admin-prompt): default = live setup script; override replaces /setup content
The /admin/agent-prompt editor now pre-fills with the full bash bootstrap
script from setup_instructions.resolve_lines() instead of being empty.
When an admin saves an override it replaces the default everywhere — the
/setup page display and the dashboard clipboard CTA — rather than adding a
banner above the auto-generated commands.

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

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

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

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

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

Schema v22: setup_banner singleton table, auto-migration v21→v22.
2026-05-03 16:12:13 +02:00
ZdenekSrotyr
40d221f20a feat(admin-welcome): CodeMirror editor + live preview pane 2026-05-03 16:12:13 +02:00
ZdenekSrotyr
4bcdc4e7d7 feat(dashboard): link Claude Code setup CTA to /setup page 2026-05-03 16:12:13 +02:00
ZdenekSrotyr
85967e14ca feat(web): rename /install → /setup; nav label 'Setup local agent'
- Add GET /setup serving install.html (CLI + Claude Code setup page)
- Add GET /install → 301 redirect to /setup for backwards compat
- Move first-time setup wizard from /setup to /first-time-setup
- Update nav link: href=/setup, label 'Setup local agent', active on both /setup and /install paths
- Update page <title> to 'Setup local agent — …'
- Update /dashboard and /setup comment in _claude_setup_instructions.jinja
- Update tests and OpenAPI snapshot accordingly
2026-05-03 16:12:13 +02:00
ZdenekSrotyr
92fd78cfb4 fix(admin-welcome): redesign with peer chrome, toast, btn-copy 2026-05-03 16:12:13 +02:00
ZdenekSrotyr
ecaa113c68 fix(admin-welcome): credentials: include, real-content preview, refresh after mutate 2026-05-03 16:10:48 +02:00
ZdenekSrotyr
2b3048f77f feat(web): /admin/welcome editor page 2026-05-03 16:10:48 +02:00
ZdenekSrotyr
93b713900b fix(api): validate template render on PUT; broaden render-time catch 2026-05-03 16:10:48 +02:00
ZdenekSrotyr
0d1ecd235d feat(api): /api/welcome + /api/admin/welcome-template endpoints 2026-05-03 16:10:48 +02:00
ZdenekSrotyr
d055417377 feat(config): default welcome template in jinja2 + sync_interval 2026-05-03 16:10:48 +02:00
ZdenekSrotyr
91caefaca9
security(auth): per-IP rate limit + last-admin guard (#165)
* security(auth): per-IP rate limit on auth endpoints + generalize last-admin guard

Closes #45 and #151.

#45 — every auth endpoint was unthrottled (login, magic-link, token,
bootstrap), leaving us open to password brute-force and SMTP
email-bombing. Wires slowapi (new dep) into the middleware chain with
per-route limits: 10/min on login + token, 5/min on send-link, 3/min on
bootstrap. Returns 429 with Retry-After: 60 once exceeded. Per-IP key
respects the leftmost X-Forwarded-For hop (Caddy in front of the app
strips client-supplied XFF). Operator escape hatch:
AGNES_AUTH_RATELIMIT_ENABLED=0. Test suite disables the limiter via
autouse conftest fixture so existing auth tests that hammer endpoints
in tight loops are unaffected.

#151 — DELETE /api/admin/users/{id}/memberships/{group_id} and the
mirror DELETE /api/admin/groups/{group_id}/members/{user_id} only
guarded against self-removal as last admin. Generalizes to refuse
removing anyone from the seeded Admin group when they are the only
remaining active admin (mirrors the existing
count_admins(active_only=True) <= 1 check on delete_user / update_user).
Recovery from zero admins requires direct DB access, so this closes
a path where a scheduler/bootstrap actor that bypasses normal admin
checks could otherwise empty the group.

* security(auth): throttle remaining email-bombing + token-confirm endpoints

Address code-review gap on PR #165 — the first commit covered /send-link
but missed two endpoints with the IDENTICAL email-bombing surface:

- POST /auth/password/reset       — sends reset mail, anti-enum response
- POST /auth/password/setup/request — sends setup mail, anti-enum response

Both now share the 5/min limit with /send-link.

Also add 10/min to the token-confirm surfaces — high-entropy tokens but
partial leaks via logs / referer have surfaced before, and unbounded
guess rate would let an attacker exhaust the keyspace adjacent to a
leaked prefix:

- POST /auth/email/verify
- GET  /auth/email/verify         — closes the click-through bypass
- POST /auth/password/reset/confirm
- POST /auth/password/setup/confirm

Doc fix: rate_limit.py module docstring + CHANGELOG entry no longer
claim "disable without a redeploy" (misleading). The Limiter constructor
freezes `enabled` from env at import time, matching every other Agnes
env knob — operators set the flag and bounce the container.

Tests: 4 new cases in test_auth_rate_limit.py covering
/reset, /setup/request, /reset/confirm, GET /verify. Full suite:
2583 passed, 32 skipped, 0 failed.

* security(auth): throttle JSON /auth/password/setup — closes form-throttle bypass

Second code-review pass on PR #165 caught a fifth gap: POST /auth/password/setup
(JSON variant, kept for backward compat) consumes the same setup_token as
the web form /setup/confirm but was unthrottled — an attacker brute-forcing
the token just switches from the form path to the JSON path and resumes
at unbounded RPS. Apply the same 10/min limit and signature shape used
on /setup/confirm.

Also extend CHANGELOG note about the JSON-variant bypass for future
operators reading the security entry.

Test: 1 new case (test_password_setup_json_rate_limited_after_10_requests),
9 rate-limit tests + 28 password-flow tests + 41 auth-provider tests pass,
no regressions.

* chore(release): cut 0.30.1 — auth security hardening (rate limit + last-admin guard)
2026-05-02 21:08:33 +02:00
ZdenekSrotyr
dc03837a7b feat(query-api): better error message when --remote query references a materialized-but-not-rebuilt id
E2E sub-agent finding: `da query --remote "SELECT * FROM <id>"` against a
materialized table that hasn't yet been rebuilt in the server's
analytics.duckdb returns a confusing DuckDB "Table does not exist"
message even though the table is in the registry. Materialized rows
produce parquets at `${DATA_DIR}/extracts/<source>/data/<id>.parquet`,
but the orchestrator's master-view creation is `_meta`-driven — fresh
instances or pre-tick states have the registry row without a
corresponding view, so analysts hit the bare "does not exist" with no
path forward.

Improve the error rendering in `app/api/query.py:execute_query`. When
DuckDB raises a "table does not exist" error, scan the registry for any
`query_mode='materialized'` row whose id or name appears in the failed
SQL. On a hit, return a 400 whose detail names the table, explains the
materialize state, and offers two concrete next steps:

1. Run `da sync` (or wait for the scheduler tick / hit
   POST /api/sync/trigger) to materialize the parquet, OR
2. Query the source directly via the catalog alias when the registry row
   carries bucket+source_table (e.g. `bq."dataset"."table"` for BigQuery,
   `kbc."bucket"."table"` for Keboola).

Detection is bounded — the registry round-trip only fires when DuckDB's
error mentions a missing table, so happy-path queries pay no cost.
Non-materialized unknowns fall through to DuckDB's raw error.

2 new tests: materialized id surfaces the hint with the bucket+source_table
payload; unknown table falls back to the generic error path with no false
positive on the new hint.
2026-05-01 23:09:52 +02:00
ZdenekSrotyr
8030a867ec fix(admin-api): keep source_type validator permissive when primary is 'local' (bootstrap)
The strict source_type-availability validator from the prior commit
broke ~12 existing tests that register tables on the default test
instance (where `data_source.type` resolves to 'local' since no
instance.yaml is loaded).

The intent of the validator is to catch *explicit* misconfig:
`type=bigquery` instance + `source_type=keboola` payload with no
`data_source.keboola.*` block. The bootstrap workflow — admin sets up
a fresh instance and registers a few tables before pointing at a real
source — should not be gated here.

Loosen the check: when `get_data_source_type()` returns 'local' (the
fallback when no `data_source.type` is set), skip the rejection. The
explicit mismatch case still 422s because that path resolves
`configured_primary` to a real source type.

Also adds an autouse keboola_instance fixture to test_journey_sync_query.py
which exercises Keboola registrations through the full sync→query
flow — the fixture documents the test's data-source assumption rather
than relying on the bootstrap escape hatch.
2026-05-01 23:09:15 +02:00
ZdenekSrotyr
bc3ba0d43d feat(admin-api): reject register-table for source_type not configured on instance
E2E sub-agent finding: instance configured with `data_source.type='bigquery'`
and no `data_source.keboola.*` block. Admin POSTs `{source_type: 'keboola'}`
to /api/admin/register-table → returns 201, row lands in the registry, but
never syncs because the scheduler has no Keboola URL/token to ATTACH
against. Operator only notices the gap when `da catalog` keeps showing
nothing.

The new `_validate_source_type_configured` helper runs immediately after
the id/view-name collision checks in `register_table`. A source_type is
considered configured when:

- it matches `get_data_source_type()` (the instance's primary), OR
- a non-empty `data_source.<source_type>` block exists in the effective
  `instance.yaml` (multi-source instance), OR
- it's in `_SOURCE_TYPES_INDEPENDENT_OF_DATA_SOURCE` (Jira / local — both
  get data through paths that don't involve `data_source.*`).

Returns 422 with a message that names the configured primary source and
points at `/admin/server-config` for enabling a secondary one. None /
empty source_type is still tolerated for backward compat with legacy CLI
scripts that don't set the field — the route resolves it later.

5 new tests cover: keboola-on-bq rejected, bq-on-keboola rejected,
matching source_type still works, jira allowed regardless, omitted
source_type passes through.

Existing tests that registered Keboola rows on the unconfigured default
test instance now opt into a `keboola_instance` fixture to satisfy the
new validator (tests/test_admin_bq_register.py + .keboola_materialized
+ .unregister_cleanup; the multi-source PUT test in test_admin_bq_register
adds a `keboola` block to its synthetic config).

Pre-existing test_missing_project_returns_error failure in
TestRebuildFromRegistry is unrelated (config-cache leakage from a
previous test in the same class) — confirmed pre-existing on the prior
commit via `git stash` reproduction.
2026-05-01 23:04:51 +02:00
ZdenekSrotyr
dd46461c6c fix(admin+orchestrator): DELETE registry drops parquet + sync_state; rebuild skips orphan parquets
E2E sub-agent finding: register a materialized BQ row → sync to materialize
the parquet at `/data/extracts/bigquery/data/<id>.parquet` → DELETE the
registry row. The DB row goes away but:

- the parquet file stays on disk forever, AND
- the sync_state row stays, so `/api/sync/manifest` keeps advertising the
  dropped table to `da sync`, AND
- the orchestrator's next rebuild can resurrect a master view by picking
  up the leftover parquet.

Two-part fix in `unregister_table`:

1. For materialized rows on bigquery/keboola, remove
   `${DATA_DIR}/extracts/<source_type>/data/<name>.parquet` (and any stale
   `<name>.parquet.tmp` from a crashed prior materialize). Filename is
   keyed on `table_registry.name` to match sync_state bookkeeping.
   File-removal errors are logged but don't fail the DELETE — the registry
   row is already gone, and an orphan parquet won't get a master view at
   next rebuild because the orchestrator's _meta-driven scan never picks
   up bare parquet files.

2. Always clear `sync_state` + `sync_history` rows for the dropped table_id
   so the manifest stops advertising the table — applies to all source
   types and modes, not just materialized, since any synced row had a
   sync_state entry.

Orchestrator-side defensive guard (Finding 2b) is a no-op in the current
implementation: `_attach_and_create_views` only creates master views from
`_meta` rows in each connector's `extract.duckdb`, so a parquet without a
matching `_meta` entry is already invisible to the rebuild. The new
test `test_orchestrator_skips_orphan_parquet_in_extracts` is kept as a
regression guard for that contract.

5 tests cover: BQ + Keboola materialized DELETE removes parquet, remote
DELETE doesn't error trying to remove a non-existent file, sync_state
cleared on DELETE, orchestrator orphan-skip invariant.
2026-05-01 22:54:11 +02:00
ZdenekSrotyr
f0979f997a fix(admin-api): reject backtick BQ-native source_query at register; surface materialize errors per-row
E2E testing showed admin POSTs of materialized BQ rows whose source_query
uses BigQuery-native backtick identifiers (`prj.ds.t`) silently no-op'd at
the next sync tick — the materialize path runs the SQL through the DuckDB
BQ extension's COPY which uses DuckDB's parser; backticks aren't recognized
and the query either parse-errors or matches zero rows. No parquet lands at
the canonical path and no error reaches an operator-visible surface.

Two-part fix:

1. RegisterTableRequest's _check_mode_query_coherence model_validator now
   rejects any source_query containing a backtick with a 422 + actionable
   message pointing at the DuckDB equivalent (bq."dataset"."table"). Same
   check is applied in update_table on the merged record so PATCHes that
   flip a stored source_query to backtick form are also caught. Covers BQ
   AND Keboola materialized rows since both connectors funnel source_query
   through DuckDB's COPY.

2. _run_materialized_pass now persists per-row failures via the new
   SyncStateRepository.set_error / clear_error methods (existing
   sync_state.error / status columns — no schema migration). GET
   /api/admin/registry enriches each row with `last_sync_error` from a
   single batched SELECT against sync_state, so the admin UI / da admin
   status can show "this table failed last sync because: X" instead of
   operators having to trawl scheduler logs. Recovered rows have the
   error cleared automatically — update_sync's success path resets
   status='ok' / error=NULL on the upsert.

The materialized-path test fixture's _materialized_payload helper is
updated to use DuckDB-flavor SQL (the prior backtick example pre-dated the
fix). 6 new tests cover register/update rejection on BQ + Keboola, the
sync_state error persistence, and the registry response surface.
2026-05-01 22:51:02 +02:00
ZdenekSrotyr
a4339ce679 fix(admin+diagnose): address 2 additional Devin Review findings on PR #152
Devin's second review pass on commit 16938ae7 surfaced 2 more issues:

BUG_pr-review-job-58ae3148_0001 — non-BQ materialized via PUT bypasses source_query check
  app/api/admin.py update_table only enforces 'query_mode=materialized
  requires source_query' for source_type='bigquery' rows (via the
  synthetic RegisterTableRequest at line 2129+). Non-BQ source types
  (Keboola) skip the check — admin could PUT {query_mode: materialized}
  on a Keboola local row without source_query, persist successfully,
  then crash at the next sync tick when kb_materialize_query received
  sql=None and DuckDB rejected COPY (None) TO '...'.
  Fix: generic coherence guard before the BQ-specific block — for ALL
  source types, query_mode='materialized' requires non-empty source_query
  in the merged record. Returns 422 with a hint about reverting via
  query_mode='local'/'remote'.

ANALYSIS_pr-review-job-642ff90f_0007 — diagnose returns 'ok' on BQ resolution failure
  app/api/health.py:_check_bq_billing_project caught get_bq_access()
  exceptions and returned status='ok' with a 'could not resolve' detail.
  Automated alerting keyed on status != 'ok' would silently miss missing
  google-cloud-bigquery, auth failures, or malformed config. Fix: return
  status='unknown' on resolution failure — surfaces it on operator
  dashboards without promoting the overall health to 'degraded' (which
  'warning' does, intentionally for the billing==project case).

Tests:
  - test_update_keboola_to_materialized_without_source_query_rejected:
    PUT {query_mode: materialized} on a Keboola local row returns 422
    with 'source_query' in the detail
  - test_diagnose_returns_unknown_status_when_bq_resolution_fails:
    when get_bq_access raises, the bq_config service entry surfaces
    status='unknown' (not 'ok')

Full sweep: 2507 passed, 25 skipped, 0 failed (+2 from previous sweep
because of the 2 new regression tests; 8 pre-existing internal_roles
schema-migration failures still ignored per task brief).
2026-05-01 21:21:23 +02:00