* feat(store): flea-market upload guardrails + soft delete + JOIN-based admin queue
Adds an end-to-end guardrails pipeline for store uploads (manifest +
static-security + LLM review), persists blocked bundles for forensics,
introduces soft-delete (Archive) semantics, consolidates the legacy
/store/{id} surface into /marketplace/flea/{id}, and reworks the admin
queue so lifecycle filters read live entity visibility via LEFT JOIN
rather than a denormalized submission column.
Schema v29 → v35:
* v29 store_submissions table + store_entities.visibility_status
* v30 file_size, bundle_sha256, bundle_purged_at on submissions
* v31 reshape store_submissions (drop legacy unique on entity_id)
* v32 store_entities.archived_at/by + 'archived' visibility value
* v33 drop store_submissions.retry_count (unused)
* v34 ensure idx_store_submissions_entity exists post column-drop
* v35 broaden visibility_status enum + JOIN architecture cutover
Pipeline (src/store_guardrails/):
* Inline checks: manifest_check, static_scan, quality_check
* LLM review configurable haiku|sonnet|opus (default haiku)
* BackgroundTasks-driven async path with structured-output JSON
* Per-submitter daily quota (default 50)
* 30-day TTL purge job (POST /api/admin/run-blocked-purge)
* Bundle SHA256 + size persisted; sha256 survives purge for forensics
Visibility model:
* pending | approved | hidden | archived
* _enforce_visibility returns 404 (no leak) for non-owner non-admin
* Owner sees own non-approved entries via include_owner_id widening
* Install refused with 409 entity_not_approved when not approved
Soft-delete (DELETE /api/store/entities/{id}):
* Default = soft (visibility_status='archived'); existing installs
keep getting served the bundle so users don't lose the plugin
* ?hard=true admin-only: drops bundle + cascades user_store_installs
* Hard-delete preserves entity_id on submission as tombstone so
audit_log linkage survives for the activity timeline
Admin queue lifecycle (the JOIN refactor):
* Verdict (store_submissions.status) is immutable forensic record
* Lifecycle (store_entities.visibility_status) is live state
* /admin/store/submissions Archived chip translates to
`e.visibility_status='archived'` via LEFT JOIN — any path that
flips visibility surfaces in the queue immediately
* Detail page renders Status (verdict) and Entity lifecycle side by
side so admins see "approved at review, now archived" at a glance
URL consolidation:
* /store/{id} deleted (no redirect, stale bookmarks 404)
* /marketplace/flea/{id} is the canonical detail surface
* Three in-tree callers (upload-success, my-stack card, store
listing card) updated to point at the new URL
* Quarantine banner extracted to _quarantine_banner.html partial,
self-guarded, included from both flea detail templates
* Banner JS auto-refreshes when the verdict lands by polling
/api/marketplace/flea/{id}/detail (visibility_status +
submission_status — the latter is needed because blocked_llm
keeps the entity at visibility_status='pending')
Audit log resource format:
* runner.py emits prefixed `store_submission:{id}` (post-fix)
* Detail-page timeline query handles three patterns: prefixed
submission, helper-emitted `store_entity:{sub_id}`, and bare-id
legacy rows — all surface in the activity timeline
UX fixes:
* Owner sees Under review / Quarantined / Hidden banner with status
* Install button gray-disabled (not blue) when non-approved
* Owner cannot delete quarantined entries (403); admin can
* Admin queue: filter chips, sortable columns, paging, page-size
* Auto-refresh queue every 5s while pending rows are visible
* Store upload page file picker no longer opens twice (label →
input default action collided with explicit JS handler)
Tests: 168 passed across the guardrails suites (admin submissions,
store API, inline / LLM / purge guardrails, store repositories,
marketplace filter, schema version). New regression coverage
includes: archive surfaces via JOIN even when API path is bypassed;
deleted submission renders activity timeline (tombstone); flea
detail surfaces submission_status only for owner/admin; detail page
renders Entity lifecycle row; audit log resource format covers both
helper and runner paths.
* fix(store-guardrails): PR #233 follow-up — prompt injection, atomic PUT, BG race, schema, reaper, sort whitelist
Addresses 9 of the 23 findings from the PR #233 review (spec at
docs/superpowers/specs/2026-05-09-pr233-guardrails-fixes-spec.md).
Merge-gate items #1-#6 plus high-value mediums #7, #9-#12, #23.
Architectural items (#8 enum split, #14 factory) and pure
maintainability (#15-#22) deferred to follow-ups.
Security:
* #1 prompt injection — SYSTEM_PROMPT now passed via the SDK's
dedicated system= parameter; bundle wrapped in <bundle>...</bundle>
sentinels declared data-only by the system prompt; literal
sentinel strings in user content are escaped so an adversarial
README can't forge a close tag.
* #6 static scan honesty — module docstring + admin copy + docs
declare static scan as signal not gate; .md/.txt/.rst/.html/.json/
.yaml/.yml/.toml skipped to avoid false positives on prose.
AST mode for Python deferred (separate flag, FP comparison work).
Correctness:
* #2 PUT atomicity — bundles bake into plugin.staging-<rand>/
alongside live, atomic-rename on success; failed checks leave
live tree byte-for-byte intact.
* #3 BG-task race — set_visibility_if_pending guards verdict flips
to the (pending, hidden) review window; admin archives during
review survive; skipped flips audit-logged.
* #4 v35 NOT NULL/DEFAULT — schema v35→v36 re-applies them on
store_entities.visibility_status. CHECK constraint enforced
application-side (DuckDB ADD CHECK on existing column unsupported).
* #7 stuck-review reaper — reap_stuck_llm_reviews flips pending_llm
rows older than guardrails.stuck_review_grace_seconds (default
1800) to review_error. Scheduler runs every 15 min via new
/api/admin/run-reap-stuck-reviews. Set knob to 0 to disable.
* #9 quota counter — count_blocked_for_submitter_since now counts
blocked_inline + blocked_llm + review_error so a submitter
triggering only LLM-blocked verdicts is bounded.
* #10 missing risk_level — surfaces as review_error with
error='missing_risk_level' instead of silently defaulting to
'medium' (which looked like a model-decided block).
* #11 archived_at clear — set_visibility nulls archived_at +
archived_by when transitioning out of 'archived' so a future
read doesn't show stale archive forensics on an approved row.
Maintainability:
* #12 FSM doc comment — accurate insert/transition/lifecycle
description in src/db.py near store_submissions schema.
* #23 sort-key whitelist — admin queue rejects unknown sort keys
with 400 invalid_sort_key; substring-replace footgun removed.
Deferred (separate PRs):
* #5 quota race — proper fix requires asyncio.Lock spanning the
full pipeline; threading.Lock blocks event loop, DuckDB MVCC
doesn't help. API-level slowapi bounds worst case for now.
* #6 part 3 (AST static scan), #8 (enum split), #13 (import
bundle docs), #14 (factory consolidation), #15-#22 (maint).
Tests:
* New: tests/test_store_guardrails_prompt_injection.py (corpus +
trust-boundary invariants), tests/test_store_put_atomic.py,
tests/test_store_guardrails_reaper.py.
* Extended: test_store_guardrails_llm.py (system param, missing
risk_level, BG race), test_admin_store_submissions.py (quota
counter widening, sort whitelist 400), test_store_repositories.py
(un-archive metadata clear), test_db_schema_version.py (v36).
* Full suite: 3738 passed; 17 pre-existing baseline failures
unchanged (db migration tests, cli binary rename, catalog export,
user mgmt v5 backfill — confirmed by stash + rerun on clean tree).
* feat(observability): optional PostHog integration (errors, LLM traces, replay, flags)
Off by default. Activates when POSTHOG_API_KEY is set in env. Defaults
to PostHog Cloud EU; override host for US Cloud or self-hosted.
Coverage:
- FastAPI 500 handler captures unhandled exceptions
- src/orchestrator.py rebuild + rebuild_source failures
- services/scheduler/ HTTP-job failures
- cli/main.py uncaught CLI errors (Typer.Exit/SystemExit/KeyboardInterrupt
skipped; flushes before re-raise so short-lived CLI invocations don't
drop events)
- connectors/llm/anthropic_provider.py + openai_compat.py emit
$ai_generation events with provider, model, latency, token counts
(prompt/completion bodies stay off unless POSTHOG_LLM_PAYLOADS=1
because LLM prompts here routinely include customer SQL/data)
- Browser snippet injected into every text/html response by
PosthogInjectionMiddleware — registered inside the GZip layer so it
sees uncompressed HTML before compression. Many templates are
standalone (their own DOCTYPE) and never extend base.html, so a
per-template include would miss them.
- Frontend: $pageview, $pageleave, JS error capture via window.error
and unhandledrejection handlers, masked session replay
(maskAllInputs: true plus CSS-selector mask for known data surfaces),
feature flags (browser posthog.isFeatureEnabled + server-side
feature_enabled with fallback for older SDKs).
Identification mode operator-configurable: none / id / email / full.
Default email ships user.id + email but never name. CLI entry point
moves from cli.main:app to cli.main:main (Typer wrapper).
Files:
- src/observability/posthog_client.py — lazy singleton, no network
when disabled, single-process flush on shutdown
- src/observability/llm_tracing.py — trace_generation context manager
- app/middleware/posthog_inject.py — HTML rewrite middleware
- app/web/templates/_posthog.html — browser snippet template
- docs/observability.md — operator guide
- config/.env.template — documented POSTHOG_* knobs
- tests/test_posthog_disabled.py + tests/test_posthog_client.py +
tests/test_llm_tracing.py — 18 tests covering disabled state,
identify-mode payloads, $ai_generation shape, error variant.
CHANGELOG entry under [Unreleased] Added.
* feat(observability): tag every PostHog event with environment + release
Splits PostHog dashboards cleanly between localhost / dev / staging /
production without manual tagging on every capture call.
- POSTHOG_ENVIRONMENT explicit override; auto-resolves to "local" when
LOCAL_DEV_MODE=1, else RELEASE_CHANNEL, else AGNES_DEPLOYMENT_ENV,
else "unknown".
- AGNES_VERSION → RELEASE_CHANNEL fallback feeds the `release` property
for "is this error new in this release?" cohorting.
- Backend gets both via the PostHog SDK's super_properties constructor
arg (every captured event picks them up automatically).
- Browser snippet calls posthog.register({environment, release}) inside
the loaded callback so $pageview, $exception, autocapture, etc. all
carry the same labels.
- request.state.user now populated by auth dependencies so the snippet
can actually call posthog.identify(user_id, {email}) for logged-in
users (previously the user block always resolved to None because
nothing wrote to request.state.user).
4 new tests cover env resolution: explicit > LOCAL_DEV_MODE > channel
> unknown, plus super-properties forwarding into the SDK constructor.
* feat(observability): inline user attrs on every PostHog event + debug throw route
PostHog's UI shows person properties on the Person profile page, not
inline on each event — so a reviewer triaging an exception couldn't tell
which user hit the bug without clicking through. Fix it on both sides.
- Backend capture_exception merges user_id / user_email / user_name into
the event properties (gated by POSTHOG_IDENTIFY_PII: none/id/email/full).
Backed by a new _user_props_for_event helper on PosthogClient.
- Browser snippet registers user_id + user_email + user_name as super-
properties via posthog.register({...}) so every $exception, $pageview,
and custom event coming from posthog.captureException() carries them
inline. Mirrors the backend so cross-referencing client/server events
doesn't require a person-profile lookup.
- /api/debug/throw — debug-only endpoint gated by DEBUG=1 (404 in prod).
Runs Depends(get_current_user) first so request.state.user is set when
the unhandled-exception handler captures the event. Lets operators
exercise the full observability path end-to-end without hand-rolling
a TestClient script. Configurable via ?kind=ValueError&msg=...
7 new tests cover: backend user-attr merge across identify modes,
anonymous request fall-through, browser snippet super-prop emission for
logged-in / anonymous / id-only / full-name cases.
* fix(observability): address minasarustamyan PR #231 review
Two bugs caught in review.
1. PosthogInjectionMiddleware dropped Response.background on every
return path. BaseHTTPMiddleware materialises the body and asks
subclasses to return a fresh Response — three paths in dispatch()
omitted background=, silently cancelling any BackgroundTask /
BackgroundTasks the route attached (audit logging, async webhooks,
email sends) with no log line. Fix: route every return through a
_passthrough() helper that forwards background.
Also adds a _MAX_BUFFER_BYTES (4 MB) cap so a streamed-HTML response
can't balloon RSS during buffering. Bigger bodies short-circuit
through with a warning rather than being injected.
Regression tests in tests/test_posthog_inject_middleware.py exercise
four return paths (snippet present, render-fail, double-injection
guard, non-HTML passthrough) plus the streaming-guard short-circuit.
2. $ai_input / $ai_output_choices were emitted without truncation, so
POSTHOG_LLM_PAYLOADS=1 silently dropped events past PostHog's ~32 KB
per-event ingest limit — exactly the calls (large prompts with
schemas / sample rows / SQL) an operator would want to inspect.
Fix: clip both at POSTHOG_LLM_PAYLOAD_MAX_CHARS (default 30000) with
an explicit "…[truncated N chars]" marker so readers don't mistake
truncated captures for complete ones. Metadata (provider, model,
tokens, latency, error) flows regardless. Three new tests cover
default-cap clipping, env-override, and pass-through under the cap.
37 PostHog tests pass.
Each BqAccess.duckdb_session() acquire previously created a fresh
in-memory DuckDB conn and ran INSTALL bigquery; LOAD bigquery;
CREATE SECRET; ATTACH on it -- costing ~0.5 s per request even before
any BQ work. Add a process-local pool (deque + lock) of pre-warmed
sessions; acquire reuses a warm entry when available, refreshing the
auth SECRET so a long-lived pool entry doesn't keep a stale GCE
metadata token past its TTL. Liveness probe (cheap SELECT 1) drops
broken entries before handing them to callers.
On exception inside the with-block the conn is closed instead of
returned to pool (session may carry dirty state). Pool size is
data_source.bigquery.session_pool_size (default 4; sentinel 0
disables pooling). Process-cached, not fork-safe (single uvicorn
worker is the supported deployment shape per CLAUDE.md).
All call sites get faster automatically: /api/query, /api/v2/{scan,
sample,schema}, materialize, the orchestrator's remote-attach, and
the BQ dry-run cap-guard.
Three first-try-failure-surface fixes from Pavel's #185 trace + the
template guidance question, all under PR #188's umbrella so they land
together with the file_server / parallel pull / Tier 1 work.
1. CLI clean-error wrapper — new AgnesTransportError raised by the
api_*/stream_download helpers when httpx times out / drops /
refuses, plus a top-level Typer wrapper (cli/main.py) that prints
one-line "Error: …" + actionable hint and exits non-zero. Full
traceback goes to ~/.config/agnes/last-error.log for support
forwarding. Unhandled Exceptions are caught at the same boundary
so no Python traceback ever leaks to the analyst's terminal.
Pavel's #185 Phase 3B: a 30-frame httpx traceback from a slow BQ
--remote query made it look like a CLI bug. Now: clean message +
hint pointing at `agnes snapshot create` / partition-column
guidance.
Entry point in pyproject.toml flipped from `cli.main:app` →
`cli.main:_run_with_clean_errors` so the wrapper actually runs
under the installed `agnes` binary.
2. agnes init / agnes pull --skip-materialize + progress bar.
--skip-materialize omits query_mode='materialized' rows from the
download set so a first init doesn't spend 44 minutes silently
pulling a single 6 GB parquet (Pavel's #185 Phase 1). Rich-driven
per-file progress bar with label/bytes/rate/ETA renders to stderr
when not --quiet and not --json. Aggregates across the parallel
ThreadPoolExecutor workers added earlier in this PR.
3. config/claude_md_template.txt: explicit one-line snippet pointing
at `agnes catalog --json | jq '.tables[] | select(.id=="<id>")'`
for per-table descriptions + restated invariant: "the description
field on each catalog row is the authoritative business-rules
text — re-read live, never copy into this file." Resolves the
regression-or-feature debate between Pavel (wants annotations)
and the user feedback that landed in the prior commit (don't
embed table-specific content; tables change). Catalog command
stays the source of truth.
Two bugs Devin caught:
1. Caddy `try_files A B C` rewrites the URI to its LAST entry when no
file matches (per Caddy docs). Without an explicit "back to original
URI" fallback, a parquet missing from all three known static paths
would get rewritten to `/jira/data/<id>.parquet`, and the
reverse_proxy below would forward THAT rewritten URI to app:8000 →
404. The PR's documented "missed → falls through to app handler"
promise didn't actually hold for legacy / future connectors. Append
`/api/data/<id>/download` as the final try_files entry so the
reverse_proxy receives the analyst-facing URI.
2. agnes-auto-upgrade.sh's TLS-overlay decision (which checks Caddyfile
existence) ran BEFORE the config re-fetch loop. If a tick's fetch
added a previously-missing Caddyfile, this tick's docker compose
would still omit `--profile tls` until the next 5-min tick — a
window where the recreate uses the wrong overlay set. Move the
COMPOSE_FILES tls extension AFTER the fetch.
Also strip the workspace prompt of table-list / metric-count
enumerations (per user feedback): those are dynamic snapshots that go
stale; replace with explicit "use `agnes catalog` / `agnes schema` /
`agnes describe` to discover" guidance plus a note about
`rough_size_hint` semantics. The Available Datasets `{% for t in tables %}`
loop is gone — analysts use the live CLI instead.
Three concrete changes addressing the "analyst Claude misuses the CLI"
class of bugs (image.png table — issues #3, #5, plus the recurrent
"how big is this table" guesswork):
1. config/claude_md_template.txt — the template agnes init writes to
<workspace>/CLAUDE.md. Surfaces every catalog-row field with a why,
adds a query_mode-based decision tree, explicit --estimate scoping
(snapshot create ONLY — was the #1 first-try error), an agnes fetch
→ agnes snapshot create rename note, and a 6-row failure-mode table
that maps each common error wording to its right next step.
2. app/api/v2_catalog.py — populate rough_size_hint for local +
materialized rows from the on-disk parquet size, bucketed
small/medium/large/very_large. Was hardcoded null with a TODO; AI
couldn't tell "is this 6.8 GB" without a failed --remote round-trip.
3. cli/update_check.py — the [update] banner survived the da→agnes
rename and printed "[update] da X is out of date" on every command,
training analysts to associate the binary with the old name.
Verified by rendering the template against representative contexts
(33/33 tests pass) and running every use case from the original
screenshot through the real CLI against a dev VM.
DuckDB BigQuery extension defaults `bq_query_timeout_ms` to 90 s, which
is too tight for analyst-scale queries against view-backed BQ datasets.
`agnes query --remote` HTTP 400'd with `Binder Error: Query execution
exceeded the timeout. Job ID: ...` whenever the underlying BQ job ran
longer than 90 s, even though the job itself was healthy.
Add `data_source.bigquery.query_timeout_ms` (default 600 000 ms = 10 min,
sentinel 0 falls through to the extension default). Applied via
`SET bq_query_timeout_ms` after every `LOAD bigquery` on every BQ-touching
DuckDB session: orchestrator's `_remote_attach` ATTACH path, BqAccess
session factory, and the standalone extractor. Configurable via
`/admin/server-config` UI.
Fail-soft: extension versions that don't recognise the setting silently
keep the default rather than poisoning the session.
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`.
Spec-review note on 6c0846fd: every other section in the example file
with a default appears as live YAML, not commented. Match that
convention so operators see the documented default rendered.
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.
- Verb renames (da X -> agnes X for surviving verbs; legacy verbs already
absent from this default template — admin overrides with legacy verbs are
caught by Task 2's _LEGACY_STRINGS scan + Task 5's admin banner).
- Path renames: data/parquet/ -> server/parquet/, data/duckdb/ ->
user/duckdb/, data/metadata/ removed entirely (no longer exists per spec).
- Drop user/artifacts/ from directory structure (spec workspace layout
drops it; surviving paths: server/parquet/, user/duckdb/, user/snapshots/,
user/sessions/).
- Add AGNES_WORKSPACE.md pointer near top-of-template so analysts know
where to find human-readable docs.
Cleans Task 0.5's missed sweep on this file (was not in cli/ tree but is
user-visible via /api/welcome).
81 claude_md/welcome_template 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.
- 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.
Diagnostic + operator-facing documentation that closes the loop on the work in this PR.
`da diagnose` (via /api/health/detailed):
- New _check_bq_billing_project() helper. When data_source.type='bigquery' and BqProjects.billing == .data, surface a yellow warning: 'BigQuery billing project equals data project'. Hint includes the YAML field path + the /admin/server-config UI shortcut. Diagnose's overall status promotes warning → degraded so the CLI echoes it.
- Non-BQ instances (Keboola-only, etc.) skip the check.
- Implementation hooks into the existing /api/health/detailed surface — no new endpoint, no CLI changes.
config/instance.yaml.example documentation:
- data_source.bigquery.billing_project: USER_PROJECT_DENIED hint, /admin/server-config UI reference
- data_source.bigquery.legacy_wrap_views: analyst-side discipline note (use `da fetch` / `da query --remote`), issue #101 history, view-heavy deployment guidance
- data_source.bigquery.max_bytes_per_materialize: cost guardrail block (NEW — wasn't documented in .example before)
- ai.base_url: provider list + UI hint
- openmetadata + desktop: 'configurable via /admin/server-config UI' headers
- corporate_memory: leading note that the schema is editable via UI
Other docs:
- CHANGELOG.md: comprehensive Unreleased section
- CLAUDE.md: schema chain → v20 + Materialized SQL connector mode + per-connector tab UI mention
- README.md: mode-first source table summary
- docs/architecture.md: per-connector tab UI mention
- cli/skills/connectors.md: bootstrap rails (parallel to #154)
- docs/superpowers/plans/2026-05-01-admin-tables-form-cleanup.md: implementation plan archive (2515 lines)
- scripts/seed_dummy_tables.py: drop is_public after #150 RBAC migration (column gone)
Tests:
- test_diagnose_billing.py — 3 cases (BQ with billing==data warns, BQ with billing!=data clean, non-BQ skips)
* fix(analyst): document BigQuery remote-query capability in bootstrap CLAUDE.md template
Closes#153.
The CLAUDE.md template generated by `da analyst bootstrap` (config/claude_md_template.txt)
covered metrics, sync, corporate memory, and directory layout — but had ZERO
mention of query_mode: "remote", da fetch, da query --remote, or --register-bq.
Result: the AI analyst running in a freshly-bootstrapped workspace had no
idea BigQuery-backed tables existed, no path to fetch unsynced data, and no
fallback for tables not in the catalog.
Validated against /Users/<user>/foundry-ai/foundryai-data-analyst/CLAUDE.md
on 2026-05-01: section confirmed missing. Workspace-level (parent-dir)
CLAUDE.md carried legacy SSH-heredoc instructions but the analyst-level
file (which Claude reads as primary project context) had nothing.
## Changes
### config/claude_md_template.txt (+83)
Added a `## Remote Queries (BigQuery)` section covering:
- Discovery first — `da catalog --json | jq '...'` to see all tables
with their query_mode, then `da schema` and `da describe` for shape.
- Three query patterns:
- `da fetch` (preferred) — materialize a filtered subset locally,
query the snapshot, drop when done.
- `da query --remote` — one-shot server-side execution (cheap probes).
- `da query --register-bq` — hybrid joins between local + ad-hoc BQ.
- `da fetch` estimate-first discipline — rules of thumb on
--select / --where / --estimate / snapshot reuse.
- BigQuery SQL flavor cheat sheet for `--where` (DATE literal,
DATE_SUB, REGEXP_CONTAINS, CAST AS INT64).
- Unknown-table fallback: when a table isn't in `da catalog` at all,
use ad-hoc `--register-bq` if the agnes server SA has BQ access, or
ask admin to register with `query_mode: "remote"` for ongoing use.
- Pointer to `da skills show agnes-data-querying` for deeper guidance.
### docs/setup/claude_md_template.txt (deleted)
Stale 359-line template that documented the deprecated SSH-heredoc
remote_query.sh protocol. No code references it (verified via grep
across .py / .sh / .yml / .md). Removing eliminates two failure
modes:
1. A future refactor accidentally pulling it into a workspace and
shipping deprecated guidance to analyst Claude sessions.
2. Reviewer confusion over which template is canonical.
### CHANGELOG.md
`### Fixed` and `### Removed` entries under [Unreleased].
## Tested
- Manually walked the diff against `da skills show agnes-data-querying`
output on a live VM (foundryai-development) — patterns + flags
match the modern CLI exactly.
- Re-bootstrap test deferred: requires network round-trip; pattern
is identical to existing template substitution path so render is
not at risk.
## Out of scope
- The companion gap that data_description.md often only enumerates
query_mode: "local" tables (no signal that other modes exist) —
separate concern, fix likely belongs in the metadata generator
on the server side, not in the analyst template.
- Encouraging admins to register frequently-queried BQ tables as
`query_mode: "remote"` in the registry — workflow improvement, not
a code bug.
* chore(release): cut 0.28.0
---------
Co-authored-by: ZdenekSrotyr <zdenek.srotyr@keboola.com>
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.
* chore(oss): isolate customer-specific deploy bits from scripts/grpn/ (#88)
Vendor-neutralization step before public release. The directory mixed
two concerns: (1) generic ops scripts referenced from mainline OSS
infrastructure (TLS rotation, auto-upgrade cron) and (2) one operator's
hackathon manual-deploy helper with hardcoded GCP project IDs, VM names,
and admin emails. Splitting them per concern.
Moved (still in OSS, just under a vendor-neutral name):
- scripts/grpn/agnes-tls-rotate.sh → scripts/ops/agnes-tls-rotate.sh
- scripts/grpn/agnes-auto-upgrade.sh → scripts/ops/agnes-auto-upgrade.sh
Removed (belongs in private consumer infra repos, not upstream OSS):
- scripts/grpn/Makefile (hardcoded prj-grp-foundryai-dev-7c37, foundryai-development VM name, e_zsrotyr@groupon.com bootstrap email)
- scripts/grpn/README.md (GRPN hackathon deploy walkthrough)
- docs/superpowers/plans/2026-04-22-grpn-deploy-learnings.md (org-specific deploy log)
Cross-refs updated in README.md, CLAUDE.md, docs/DEPLOYMENT.md,
docker-compose.yml. CHANGELOG entry flags BREAKING (ops) for any
consumer infra repo that installs these scripts via path-based systemd
timers.
This is the first wave of #88 — the remaining leaks (test data with
prj-grp-dataview-prod-1ff9, AIAgent.FoundryAI tags in OpenMetadata test
fixtures, docstrings in connectors/openmetadata/enricher.py) will be a
separate, smaller PR.
Refs #88.
* chore(oss): comprehensive vendor-neutralization (#88 wave 2 + review fixes)
PR #94 review found that the original wave-1 grep was scoped wrong and
many leaks survived. This commit closes wave 1 properly AND folds in all
wave-2 anonymization in a single pass — easier to review than two PRs.
Wave-1 review-fix corrections:
- Caddyfile: scripts/grpn/agnes-tls-rotate.sh → scripts/ops/ (the original
wave-1 grep filter excluded extensionless files like Caddyfile).
- CHANGELOG bullet rewritten — original wording implied an in-repo migration
for infra/modules/customer-instance/, which is wrong (the TF module embeds
the script inline via heredoc, never sourced from scripts/grpn/). Now
flags downstream consumer infra repos only.
- infra/modules/customer-instance/variables.tf: Czech docstring with `grpn`
example → English description with `acme, example` placeholders.
Wave-2 anonymization:
- Code docstrings (connectors/openmetadata/{client,transformer,enricher}.py,
src/catalog_export.py, scripts/duckdb_manager.py): prj-grp-… →
my-bq-project / prj-example-1234, AIAgent.FoundryAI → AIAgent.MyAgent,
FoundryAIDataModel → AnalyticsDataModel.
- Test fixtures (4 files): same set of replacements — 157 tests still pass.
- .github/workflows/keboola-deploy.yml: "Groupon-side dev VMs" comment →
generic "per-developer dev VMs".
- docs/auth-groups.md + scripts/debug/probe_google_groups.py:
kids-ai-data-analysis project name → acme-internal-prod placeholder.
- 5 planning/spec docs under docs/superpowers/{plans,specs}/2026-04-21-*:
hardcoded IPs (34.77.94.14, 34.77.102.61) → <dev-vm-ip>/<prod-vm-ip>;
GRPN/Groupon → Acme/another-customer; prj-grp-… → prj-example-….
- scripts/switch-dev-vm.sh deleted — hackathon-era helper hardcoded to a
specific shared dev VM. Per-developer dev VMs are the supported pattern.
Final grep `groupon|grpn|foundryai|prj-grp|groupondev|34\.77\.(94|102)\.…|kids-ai-data`
returns zero hits (excluding CHANGELOG.md historical entries).
CHANGELOG entry expanded to document both waves under one bullet, with
the BREAKING (ops) clarification about the TF module being unaffected.
Refs review of #94, closes#88.
* fix(oss): close remaining #94 review-2 findings (Czech, padak refs, CHANGELOG)
Reviewer of PR #94 round 2 caught 4 remaining items the wave-2 pass missed:
1. infra/modules/customer-instance/variables.tf had Czech descriptions on
8 more variables. Previous review only flagged line 19; this round
audited the rest. Translated lines 2, 28, 42-46 (heredoc), 60, 65, 71,
78, 84 to English. Same review concern: a Terraform module that is
the customer-facing API surface in Czech is unfit for OSS distribution.
2. infra/modules/customer-instance/outputs.tf had Czech descriptions on
four outputs. Same fix.
3. docs/padak-security.md referenced a private repo (padak/keboola_agent_cli#206)
in two places. Replaced with generic 'tracked upstream in the auth-CLI repo'
per CLAUDE.md vendor-agnostic rule (no cross-refs to private repos).
4. scripts/fetch-env-from-secrets.sh:41 had a Czech comment.
Translated.
5. CHANGELOG cosmetic: bullet said 'AIAgent.FoundryAI -> AIAgent.MyAgent'
but the actual code uses both MyAgent (in docstrings) and Example
(in test fixtures). Reworded to mention both targets.
Final grep across all shipping file types (.md, .py, .yml, .yaml, .sh,
Makefile, .json, .tf, .tpl, Caddyfile, .toml) for groupon|grpn|foundryai|
prj-grp|groupondev|34.77.94.14|34.77.102.61|kids-ai-data|padak/keboola_agent_cli
returns ZERO hits (excluding CHANGELOG.md). Czech-diacritic grep across
.tf/.toml/Caddyfile/Makefile/.yml returns ZERO hits.
157/157 OpenMetadata + DuckDB tests still pass.
* fix(oss): close#94 round-3 leaks (env.template, instance.yaml.example, padak typo)
Round-3 reviewer caught two MUST-FIX leaks the round-2 grep missed
(grep was scoped to extensions that did not include .template / .example
suffixes — the audit was right, the previous grep was not paranoid enough):
1. config/instance.yaml.example:114 — '(optional - Groupon-specific)' brand
leak in a shipping config example. Replaced with '(optional)'.
2. config/.env.template:68 — stale path 'scripts/grpn/agnes-tls-rotate.sh'
in operator-facing env-template comment. The script lives at
scripts/ops/ now (commit 16a85cc); this comment had been pointing
operators at a non-existent path.
3. docs/padak-security.md:188 — phrase duplication 'tracked in tracked
upstream' from a sloppy substitution in round-2. Trivial wording fix.
Final paranoid grep across .md/.py/.yml/.yaml/.sh/Makefile/.json/.tf/.tpl/
Caddyfile/.toml/.template/.example/.env* with the full token set
(groupon|grpn|foundryai|prj-grp|groupondev|34\.77\.94\.14|34\.77\.102\.61|
kids-ai-data|padak/keboola_agent_cli) returns ZERO hits, excluding
CHANGELOG.md historical entries.
* fix(oss): #94 round-4 — QUICKSTART.md + rename padak-security.md
Devin Review caught two findings on the latest round-3 commit:
1. docs/QUICKSTART.md:67 still pointed users at the deleted
scripts/switch-dev-vm.sh. A Quickstart user following step-by-step
would hit a missing-file error at the final step. Replaced with the
inline gcloud-ssh equivalent that the Removed bullet documents.
2. docs/padak-security.md filename retains the personal identifier
'padak'. The PR fixed the body content (replaced
padak/keboola_agent_cli#206 references with generic wording) but
missed the filename. Renamed to docs/security-audit-2026-04.md
(date-anchored, vendor-neutral). Updated the historical CHANGELOG
link to point at the new path with an inline note about the rename.
* fix(oss): redact remaining hardcoded IPs from planning docs + remove default email
Devin Review caught two more leaks:
1. scripts/fetch-env-from-secrets.sh line 16 had a hardcoded
personal-email default (zdenek.srotyr@keboola.com). Replaced with
':?' bash error so SEED_ADMIN_EMAIL must be explicitly set —
safer than carrying any specific identity.
2. Planning docs still had 35.195.96.98 and 34.62.223.189 (legacy
prod/dev IPs) that the round-1 IP-replace pattern missed (it only
targeted 34.77.x.x). Generic regex redaction across all five
planning docs replaces every public IP with <redacted-ip>,
preserving private/loopback/IAP ranges.
* chore(deploy): trust proxy headers + document HTTPS env vars
- uvicorn: add --proxy-headers --forwarded-allow-ips='*' so the app honors
X-Forwarded-Proto/Host from a TLS-terminating reverse proxy (Caddy,
Cloudflare Tunnel, nginx, LB). Without this the app saw every request as
plain HTTP and built redirect/OAuth URLs from the raw Host, which is
fragile behind a proxy.
- .env.template: document DOMAIN (enables Secure cookie flag) and new
SERVER_URL (deterministic base URL for OAuth callbacks and external
links). Grouped under a dedicated HTTPS / REVERSE PROXY section.
* chore(deploy): add proxy header flags to Dockerfile CMD and Kamal config
Matches the docker-compose changes so non-compose deployments (docker run,
Kubernetes, ECS, Kamal) also trust X-Forwarded-Proto/X-Forwarded-For.
* fix(auth): align Google OAuth cookie Secure flag with password/email providers
Google OAuth set the access_token cookie Secure flag based on the TESTING env
var, while password and email providers use DOMAIN. This meant the DOMAIN
env var (now documented in config/.env.template) did not actually control
Secure for Google cookies. Align all three providers on DOMAIN so the
documented behavior holds consistently.
* dryrun: intentional failing test (will be reverted)
* feat(auth): optional SEED_ADMIN_PASSWORD to pre-hash seed admin (dev helper)
Terraform gains enable_seed_password + seed_admin_password (sensitive) vars
on the customer-instance module; when enabled the password is piped via
startup-script into /opt/agnes/.env as SEED_ADMIN_PASSWORD. On first boot
app/main.py argon2-hashes it onto the seed user so the admin can log in
immediately without going through /auth/bootstrap. Never overwrites an
existing password_hash — safe against accidental reset on terraform apply.
* ci(release): build :dev-<slug> on any branch, not just feature/**
Before: only 'feature/**' branches triggered release.yml, so pushing
'zs/my-edit' or 'fix/bug' did not publish an image. dev_instances entry
pinning image_tag = 'dev-zs-my-edit' then crashed VM startup with
'image not found'.
Now: any branch push (except main, which produces :stable) publishes
:dev-<slug>. Slug strips a leading 'feature/' and replaces non-[a-z0-9-]
with '-', keeping existing feature/** behavior identical.
* Revert "dryrun: intentional failing test (will be reverted)"
This reverts commit cf9cc06a7884bb401ff29fc5cb6d8baf84dc3daa.
- SyncSettingsRepository + DatasetPermissionRepository with RBAC
- Script deploy/run/undeploy API with import sandboxing
- User sync settings API with permission checks
- 4 CLI skills (connectors, security, notifications, corporate-memory)
- Kamal production + staging configs
- GitHub Actions CI + deploy workflows
- 91 total tests passing
Add admin curation layer between AI extraction and knowledge distribution.
Admins (km_admin flag in instance.yaml) can approve, reject, mandate, and
revoke knowledge items. Mandatory items distribute to all targeted users
automatically.
Three governance modes (configurable per instance):
- mandatory_only: admin controls everything, no user voting
- admin_curated: admin controls, users vote as feedback signal
- hybrid: mandatory from admin + optional from user voting
Three approval workflows:
- review_queue: nothing published without admin approval
- auto_publish: items go live immediately, admin intervenes retroactively
- threshold: confidence-based auto-publish (Phase 5)
Includes:
- 9 admin action functions (approve/reject/mandate/revoke/edit/batch/...)
- 11 new admin API endpoints under /api/corporate-memory/admin/
- Immutable audit log (audit.jsonl)
- Audience targeting via groups
- Automatic migration of existing items to "approved" status
- km_admin_required auth decorator
- 69 tests covering all governance logic
- Backward compatible: no config = legacy wiki behavior
Replace hardwired Anthropic API calls with a pluggable provider system.
Each deployment configures its AI provider in instance.yaml — switching
between Anthropic, LiteLLM, OpenRouter, or any OpenAI-compatible proxy
is a config change, not a code change.
New connectors/llm/ module:
- StructuredExtractor Protocol with extract_json() interface
- AnthropicExtractor: direct Anthropic SDK with retry + backoff
- OpenAICompatExtractor: any OpenAI-compatible proxy with three-layer
structured output fallback (json_schema -> json_object -> prompt)
- Configurable structured_output policy (strict/json/auto)
- Custom exception hierarchy (auth/rate_limit/timeout/format/refusal)
- Zero secrets in logs: no API keys, prompts, or responses logged
Reviewed by: Google Gemini, Claude Sonnet, OpenAI GPT-5.4.
Security audit passed with all critical findings resolved.
Add src/remote_query.py CLI module enabling the AI agent to run SQL
queries spanning local Parquet tables and remote BigQuery tables in a
single DuckDB session on the server. Two-phase protocol: BQ sub-queries
(--register-bq) fetch filtered/aggregated data, then DuckDB SQL (--sql)
joins everything.
Safety: COUNT(*) pre-check, memory estimation (2GB cap), row limits
(500K per BQ sub-query, 100K final result).
Changes:
- New src/remote_query.py with CLI, BQ registration, output formatting
- Add bq_entity_type field to TableConfig (view vs table routing)
- Extract create_local_views() from duckdb_manager.py for reuse
- Update claude_md_template.txt with remote query agent instructions
- Update example configs with remote_query section and docs
- 52 new tests (42 remote_query + 10 bq_entity_type), all passing
- New sync_schedule and profile_after_sync fields in TableConfig
(formats: "every 15m", "every 1h", "daily 05:00")
- New src/scheduler.py with schedule evaluation logic (is_table_due)
- New --scheduled mode in data_sync.py: only syncs tables that are due,
respects profile_after_sync flag, auto-restarts webapp after profiling
- Systemd timer+service for data-refresh (every 15 min)
- Systemd timer+service for catalog-refresh (every 15 min)
- deploy.sh enables new timers automatically
- Complete table config reference in data_description.md.example
- 58 new scheduler tests
Instead of hardcoded Python constants, load profiler settings from config:
- instance.yaml: profiler section with all parameters
- Defaults: fallback to sensible defaults if config not found
- Centralized: all profiler tuning in one place, no code changes needed
Add OpenMetadata REST API connector and enricher to merge table/column metadata
from OpenMetadata catalog at sync and query time.
Changes:
- connectors/openmetadata/client.py: HTTP client for OM API
- connectors/openmetadata/enricher.py: Data enrichment with TTL cache
- tests/test_openmetadata_*: Unit tests for client and enricher
- src/config.py: Add catalog_fqn field to TableConfig
- src/data_sync.py: Use enricher in _generate_schema_yaml (catalog > BQ API > data_description.md)
- webapp/app.py: Initialize enricher, enrich catalog data with tags/tier/owners/url
- config/instance.yaml.example: Document openmetadata section
Features:
- FQN auto-derivation: bigquery.{table.id}
- TTL cache (default 1h) to avoid repeated API calls
- Graceful degradation: disabled if token missing, silent on HTTP errors
- Column description priority: catalog > BQ API > (none)
- Table description priority: catalog > data_description.md
BigQuery connector that syncs BQ tables to local Parquet files via PyArrow
(no CSV intermediate step). Supports full refresh, timestamp-based
incremental (via incremental_column), and partition-based sync strategies.
- connectors/bigquery/client.py: BQ API wrapper with ADC auth, parameterized
queries, metadata cache, cross-project support (job project != data project)
- connectors/bigquery/adapter.py: DataSource implementation with merge/dedup
- src/config.py: Add incremental_column field to TableConfig
- 72 unit tests (mocked, no GCP SDK required)
Move hardcoded Keboola SVG logo from 4 templates into config.
Templates now use {{ config.LOGO_SVG | safe }}.
Default falls back to Keboola logo when not configured.
- Support comma-separated domains in auth.allowed_domain config
- Use full email as system username (user@domain.com -> user_domain_com)
to avoid collisions with reserved names and across domains
- Update both auth providers (google, email) for multi-domain display
- Add tests for username generation and update email auth tests
New pluggable auth provider that sends passwordless sign-in links.
Works with domain restriction (same as Google OAuth). Falls back to
showing the link in browser when SMTP is not configured (dev mode).
H1 - Sanitize dev_docs/ for public release:
- Replace all real employee names with generic placeholders
(padak->admin1, matejkys->admin2, dasa->admin3, petr->john, etc.)
- Replace GCP project ID (kids-ai-data-analysis -> your-gcp-project)
- Replace server hostname (data-broker-for-claude -> your-server)
- Replace real IP address (34.88.8.46 -> YOUR_SERVER_IP)
- Replace internal FQDN with placeholder
- Covers: security.md, server.md, disaster-recovery.md, desktop-app.md,
session_explore.md, plan-rsync-fix.md, draft/*.md
H3 - webapp-setup.sh: validate sudoers syntax BEFORE copying to /etc/sudoers.d
- Prevents broken sudo if syntax is invalid
- Uses install -m 440 for atomic copy with correct permissions
M1 - setup.sh: deploy user created with /usr/sbin/nologin instead of /bin/bash
- CI/CD service account does not need interactive shell
M2 - config/loader.py: warn on missing env vars, validate webapp_secret_key
- _resolve_env_refs now logs warnings for unset ${ENV_VAR} references
- _validate_config checks auth.webapp_secret_key is non-empty
- Prevents Flask signing sessions with empty secret key
All 118 tests pass.
Phase 1 - Internal reference cleanup:
- Delete dev_docs/meetings/ (internal meeting notes/transcripts)
- Replace hardcoded usernames (padak/matejkys/dasa) with deploy/generic
- Replace "Internal AI Data Analyst" with "AI Data Analyst"
- Replace keboola/internal_ai_data_analyst URLs with your-org/ai-data-analyst
- Replace /tmp/keboola_load/ with /tmp/data_analyst_staging/ in dev_docs
Phase 2 - Deployment hardening:
- Tighten sudoers wildcards to explicit paths (visudo, sudoers cp)
- setup.sh creates all groups (data-ops, dataread, data-private) and deploy user
- webapp-setup.sh copies sudoers-webapp from repo instead of inline definition
- deploy.sh conditional copy for data_description.md (not in git for OSS)
- deploy.sh ownership changed to deploy:data-ops for /data/{scripts,docs,examples}
Phase 3 - Config and misc:
- Add ${ENV_VAR} interpolation to config/loader.py
- Expand config/instance.yaml.example with all sections (admins, deployment, auth, etc.)
- Create config/.env.template for secret values
- Add MIT LICENSE
- Fix .gitignore: add .venv/, docs/data_description.md
- Fix README.md: CSV status Planned, remove metrics/, update license text
- Translate Czech comments in requirements.txt to English
- Fix test_account_service.py: mock username mapping instead of relying on instance config
All 118 tests pass.
Open-source AI data analyst platform extracted from internal repo.
Includes data sync engine, Keboola adapter, Flask web portal,
server deployment scripts, and configuration templates.
