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125 commits

Author SHA1 Message Date
Vojtech Rysanek
a303de0372 feat: STATE_DIR env var + flat-mount overlay (parallel disks)
Introduces STATE_DIR as the single source of truth for the writable
state directory path, with backward-compatible default of
${DATA_DIR}/state. Pairs with a new docker-compose.flat-mount.yml
overlay that mounts the state disk in PARALLEL to the data disk
(rather than nested under it).

Why
---
The default deployment topology nests state under data: sdb at /data,
sdc at /data/state. That layout has known fragility documented in
docs/state-dir.md — bind-propagation gotchas, two-writer collisions
on the same prefix, mount-order coupling. The 2026-05-05 incident in
the Groupon FoundryAI deployment was a manifestation of the
propagation gotcha.

The flat layout (sdb at /data, sdc at /data-state — parallel, not
nested) eliminates the nested-mount class entirely. Each disk is its
own bind mount, recursive by default in modern Docker. No volume
options to forget. No two-writer collision (host scripts and
container app share /data-state at the same path, single namespace).

What changes
------------
App code (Python):
- src/db.py:        new _get_state_dir() helper. get_system_db() and
                    schema migration snapshot use it.
- app/secrets.py:   new _state_dir() helper. _load_or_generate() uses
                    it for .session_secret and .jwt_secret.
- app/main.py:      .env_overlay loaded from _state_dir().

Host scripts:
- scripts/ops/agnes-auto-upgrade.sh: STATE_DIR drives mount-sanity
  check and cert detection. Defaults preserve existing behavior.
- scripts/ops/agnes-tls-rotate.sh:   STATE_DIR drives CERT_DIR.

New compose overlay:
- docker-compose.flat-mount.yml: parallel /data and /data-state binds
  per service. Mutually exclusive with docker-compose.host-mount.yml;
  pick one based on disk topology.

Documentation:
- docs/state-dir.md: layout choice (A nested vs B flat), pros/cons,
  migration steps, and which code paths read STATE_DIR.

Backward compatibility
----------------------
STATE_DIR defaults to ${DATA_DIR}/state — current behavior. Existing
deployers that don't set the var see no behavior change. Migration
to flat layout is opt-in per the runbook in docs/state-dir.md.

Validation
----------
- bash -n on both host scripts: pass
- docker compose config -f docker-compose.flat-mount.yml: resolves
  cleanly with all 6 services binding /data and /data-state directly
- python3 import + helper exercise: STATE_DIR override works,
  default falls back to ${DATA_DIR}/state

Companion to PR #191 (drop named-volume driver_opts in host-mount.yml).
That PR fixes the immutability footgun for Layout A; this PR offers
Layout B as the architectural alternative.
2026-05-05 19:28:07 +02:00
ZdenekSrotyr
025a2b5c0e fix(db): apply bq_query_timeout_ms to read-only reattach path
Devin Review on PR #181: caught that the original PR plumbed the new
SET into the orchestrator's _remote_attach (rebuild path), the BqAccess
factory (materialize path), and the standalone extractor — but missed
the actual primary `agnes query --remote` request path: every read-only
analytics-DB connection runs `_reattach_remote_extensions` in `src/db.py`
on open, and that LOAD bigquery + ATTACH cycle was unconfigured.

Without this commit, the very flow the PR was meant to fix — analyst
queries hitting BQ views > 90s — would still 400 with the same Binder
Error / Job ID wording, because the runtime LOAD bigquery happens here
not in the orchestrator's rebuild path.

Apply apply_bq_session_settings(conn) right after the BQ secret is
created and before ATTACH, mirroring what every other PR site does.
2026-05-05 16:40:40 +02:00
ZdenekSrotyr
4f04235502 feat(bigquery): bq_query_timeout_ms knob; default 600s (was 90s)
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.
2026-05-05 16:40:40 +02:00
ZdenekSrotyr
e86dd5edc5 fix(anthropic): strict json_schema (additionalProperties=false) + add /admin/scheduler-runs UI
E2E test on a real BQ deploy showed every verification-extraction call
fails with HTTP 400 invalid_request_error: "output_config.format.schema:
For 'object' type, 'additionalProperties' must be explicitly set to false".
The Anthropic structured-output API now requires the field on every object
node in the json_schema. Fix: connectors/llm/anthropic_provider.py wraps
the caller-supplied schema through a recursive _strict_json_schema()
walker that adds the field where missing (preserving any explicit
override), then passes the strict variant to the API. Six unit tests in
TestStrictJsonSchema pin the recursion across nested objects, array items,
and the no-mutation invariant.

Adds /admin/scheduler-runs — a read-only admin page that surfaces the
last 200 audit-log entries from scheduler-driven actions. New
AuditRepository.query_actions(actions, limit) helper, new admin nav
entry. Failed scheduler ticks (HTTP 401, network errors) don't reach
the audit_log; the page calls that out with a hint to set
SCHEDULER_API_TOKEN if no rows show up.
2026-05-05 08:00:57 +02:00
ZdenekSrotyr
0612c1e1a1 fix(schema-v24): raise on deferred migration so retry path actually runs (Devin Review on db.py:1757)
Pre-fix: when v24 migration found rows to migrate but
data_source.bigquery.project was empty, it logged a warning per row
and returned normally. Schema_version then bumped to 24 unconditionally
→ next start's 'if current < 24:' gate skipped _v23_to_v24_finalize
forever, leaving rows in DuckDB-flavor SQL that the new
_wrap_admin_sql_for_jobs_api wrapping path rejects.

Devin escalated this from advisory ("idempotent retry") to critical
on rescan after my reply. The reply was wrong — the LIKE filter inside
the function gives idempotency IF the function is called again, but
the schema-version gate prevents that call from happening.

Fix (Devin's recommended Approach 1): raise RuntimeError BEFORE the
schema-version bump when rows need migration but project_id is empty.
The schema_version stays at 23, so on next start the 'if current < 24:'
gate fires and the migration runs again — this time with project_id
configured.

Side effect: a BQ-using deployment that hasn't set the project blocks
startup until they do. That's the right call for a config error that
would otherwise silently break all materialized tables. The error
message points at the right knob (data_source.bigquery.project +
restart).

No-rows-no-block invariant preserved: the early 'if not rows: return'
at the top of _v23_to_v24_finalize means non-BQ deployments are
unaffected.

Tests:
- test_v24_raises_when_project_not_configured_and_rows_need_migration:
  asserts raise + schema_version stays at 23 (the load-bearing
  invariant for retry-on-next-start to work)
- test_v24_skips_clean_when_no_rows_match_even_without_project:
  asserts non-BQ deployments don't block startup
- Existing 3 tests still pass
2026-05-04 23:11:34 +02:00
ZdenekSrotyr
291079b1d2 refactor(welcome-template): drop role param; resolve plugins per-user unconditionally
Removes the `role: Literal["analyst", "admin"] = "admin"` parameter from
`compute_default_agent_prompt`. The same RBAC pass
(`marketplace_filter.resolve_allowed_plugins`) now runs for every user —
admin or not. Users with no `resource_grants` rows get the
no-marketplace layout; users with grants get the marketplace block
inserted. Admin-vs-analyst is no longer a layout branch.

`render_agent_prompt_banner` no longer derives a `role` from
`user.is_admin`; it just delegates to `compute_default_agent_prompt`.
Two `compute_default_agent_prompt(...role=role)` call sites in
`app/web/router.py::setup_page` are updated to drop the keyword so the
route keeps rendering — Task 5 will remove the `?role=` query
parameter and the silent admin-downgrade block from the route signature
itself.

Tests: drop role-aware assertions from test_welcome_template_renderer
and test_welcome_template_api. Both files now assert the unified
default contains `agnes init` + `uv tool install` and bans the legacy
`agnes auth import-token` / `agnes auth whoami` verbs.

Plan: docs/superpowers/plans/2026-05-04-unified-setup-prompt.md task 4.
2026-05-04 22:13:46 +02:00
ZdenekSrotyr
9334beed15 refactor(setup-instructions): drop role param; collapse analyst/admin into one layout
Removes the `role: Literal["analyst", "admin"]` parameter from
`resolve_lines` / `render_setup_instructions` and deletes the
`_resolve_analyst_lines`, `_analyst_init_lines`, `_analyst_finale_lines`
helpers. The unified flow now always emits `agnes init` (the
workspace-rails delivery mechanism) in place of the legacy
`agnes auth import-token` + `agnes auth whoami` pair, and uses
`agnes catalog` as the smoke-verify step.

`agnes init` already verifies the PAT internally, and `agnes catalog`
doubles as a data-plane smoke check, so dropping `agnes auth whoami`
costs no signal.

Drops the now-redundant `tests/test_setup_instructions_analyst.py` and
patches the one ordering test in `tests/test_setup_instructions.py` that
referenced the old "Log in" / "Verify the login" headers. Also strips
the `role=role` kwarg from `compute_default_agent_prompt`'s call into
`resolve_lines` so the welcome-template render path keeps working;
welcome_template.py's own role param is removed in a follow-up task.

Plan: docs/superpowers/plans/2026-05-04-unified-setup-prompt.md task 1.
2026-05-04 22:08:48 +02:00
ZdenekSrotyr
103efb69f0 chore(cli-rename): replace stale da verbs in active code paths
Bring admin UI, audit-log messages, code comments, and analyst-facing
skill docs in line with the post-bootstrap CLI surface (`agnes pull`,
`agnes push`, `agnes init`, `agnes snapshot create`). The legacy
`_LEGACY_STRINGS` detection tuple in `app/api/claude_md.py` and the hook
upgrade markers in `cli/lib/hooks.py` are intentionally left as-is —
they exist precisely to flag pre-rewrite content for re-authoring.

Strip "(folded from `da metrics list`)" / "(lifted from `da metrics
show`)" / "Replaces the old `da analyst status`" docstring noise — the
rename history is in CHANGELOG.md, not in module docstrings.
2026-05-04 21:10:43 +02:00
ZdenekSrotyr
e438170ade merge: pull #174 (BQ materialize view fix + concurrency, 0.33.0) into bootstrap branch
Brings in zs/materialize-sync-fix (PR #174):
- BigQuery view materialize works (wrap admin SQL in bigquery_query())
- Per-table mutex + fcntl.flock for concurrent COPY corruption
- Cost guardrail dry-run engages on materialized rows
- Schema v23 -> v24 migration: rewrite source_query to BQ-native
- Server-generated trivial source_query from bucket+source_table
- Validator backtick relaxation for materialized rows
- 0.33.0 release cut

Conflict resolution:
- CHANGELOG.md: keep our [Unreleased] (bootstrap rewrite content) ABOVE
  the new [0.33.0] section from #174. The bootstrap rewrite remains
  unreleased; it'll cut 0.34.0 (or later) when this PR merges to main.
- tests/conftest.py: union — keep our analyst-bootstrap fixture
  re-export AND #174's bq_instance / stub_bq_extractor fixtures.
- pyproject.toml auto-merged to 0.33.0 (matches the cut), correct.
- src/db.py auto-merged: SCHEMA_VERSION = 24, _v23_to_v24_finalize
  added — no overlap with our work which left schema at v23.
- CLAUDE.md auto-merged: schema-history paragraph extended with v24.

Verified: 79/79 across CLI bootstrap suite + materialize suite +
schema v24 migration tests pass locally on Python 3.13/macOS.
2026-05-04 20:53:00 +02:00
ZdenekSrotyr
92d477e422 fix(setup): default /setup to analyst, hide admin tile from non-admins
Three coupled UX fixes for the analyst-onboarding flow:

1. Dashboard "Setup a new Claude Code" CTA was rendering admin paste
   prompt for everyone (analysts couldn't actually execute the marketplace
   plugin install / skills setup steps). render_agent_prompt_banner now
   picks role based on user.is_admin — analysts get the analyst flow.

2. /setup default role changed from admin to analyst. Most visitors are
   analysts; admin layout is opt-in via the admin tile or ?role=admin.

3. Admin tile is admin-only on the role-tile nav. Non-admins see only
   the analyst tile. Server-side: non-admin requesting ?role=admin is
   silently downgraded to analyst (otherwise they'd see admin paste
   prompt despite no tile).

Tests:
- New: test_setup_page_admin_tile_hidden_for_non_admin (anonymous client
  can't see "Admin CLI" or role=admin link)
- New: test_setup_page_admin_role_downgraded_for_non_admin (anonymous
  ?role=admin → analyst layout, no marketplace step in clipboard)
- New: test_install_preview_default_role_is_analyst (admin signing in to
  bare /setup gets analyst clipboard by default)
- Renamed: test_setup_page_default_role_is_admin → ..._is_analyst
- Updated: test_setup_page_admin_clipboard_renders_admin_layout uses
  FastAPI dependency_overrides to inject admin user (admin layout is
  now admin-gated)
- Updated: test_install_preview_visible_for_signed_in_user explicitly
  passes ?role=admin to exercise admin layout
2026-05-04 20:20:37 +02:00
ZdenekSrotyr
ce108d4c6d fix(schema): code-review follow-ups for fac10b29
- _v23_to_v24_finalize: wrap row-update loop in BEGIN/COMMIT/ROLLBACK
  to match the project's transactional-finalizer pattern (compare
  _v12_to_v13_finalize, _v17_to_v18_finalize, _v18_to_v19_finalize).
  Pre-fix a process crash mid-loop left the schema_version unchanged
  but partially-converted rows persisted across restart — idempotent
  overall but inconsistent with project convention.
- _v23_to_v24_finalize: re.sub replacement now uses a function-form
  (lambda) instead of an f-string, so any future project_id with a
  backslash sequence isn't misinterpreted as a group reference.
- tests: add a Keboola-source materialized row case asserting the
  SELECT's source_type filter prevents non-BQ rewrites.
2026-05-04 19:32:24 +02:00
ZdenekSrotyr
fac10b29e4 feat(schema): v24 — rewrite materialized BQ source_query to BQ-native
Materialize now wraps admin SQL into bigquery_query('<billing>', '<inner>')
which requires the inner SQL to be BigQuery-flavor (backticked
identifiers, native function syntax). v24 migrates existing rows from
DuckDB-flavor (bq."ds"."tbl") to (`<project>.ds.tbl`) using the
configured BQ project. Idempotent on already-converted rows; logs a
warning and skips when the project isn't configured (operator can
configure + restart for retry).
2026-05-04 19:15:54 +02:00
ZdenekSrotyr
f731ee7897 feat(setup): /setup?role=analyst|admin branching with role tiles 2026-05-04 17:28:47 +02:00
ZdenekSrotyr
74c4047567 docs(orchestrator): #160 reviewer-flagged comment polish on _meta-without-inner-object path 2026-05-04 10:31:35 +02:00
ZdenekSrotyr
91aaeb9194 feat(repo): #160 add find_by_bq_path lookup for direct bq.* RBAC enforcement
The upcoming /api/query RBAC patch (next phase) gates direct
`bq."<dataset>"."<source_table>"` references in user SQL — every such path
must point at a registered query_mode='remote' BigQuery row, otherwise the
caller has stepped around the registry and around RBAC.

Add `TableRegistryRepository.find_by_bq_path(bucket, source_table)` to
support that lookup. Returns None if no row matches, the row dict if
exactly one matches, or the oldest-by-`registered_at` row when 2+ match
(no UNIQUE constraint on `(source_type, bucket, source_table)` — admins
can in principle register a BQ table twice with different ids/names).

Match is case-insensitive on bucket+source_table so user SQL `SELECT FROM
bq.Finance.UE` resolves to a `(finance, ue)` registry row. NULL values in
either column are excluded so a legacy NULL-bucket row never masks a
legitimate non-NULL lookup.

5 RED tests cover: empty registry, non-BQ source rejected, single match,
oldest-of-many tie-breaker, case-insensitive match, NULL-column exclusion.
All initially failed with AttributeError; pass after the ~30 LOC method
addition.
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
8cb6fdc546 fix(claude_md): load default via importlib.resources — survives /app/config bind-mount 2026-05-04 06:53:47 +02:00
ZdenekSrotyr
93fdea3461 fix(claude_md): RBAC-filter tables; align today with now (UTC)
- _list_tables now accepts a user param and delegates to
  get_accessible_tables: admins see all, non-admins see only tables
  covered by their resource_grants. Fixes silent leak of table names
  to unauthorised analysts.
- today derived from now.date() (UTC) instead of date.today()
  (server-local TZ), so today and now are always consistent.
- Updated test_render_override_tables_list to seed an admin user so
  RBAC filtering doesn't hide the table; added three new tests covering
  per-user table isolation, admin sees-all, and no-grants-empty.
2026-05-04 05:57:22 +02:00
ZdenekSrotyr
f01eb4143d feat(db,repo,renderer): schema v23 + claude_md_template + ClaudeMd renderer
- Bump SCHEMA_VERSION 22 → 23; add claude_md_template singleton table to
  _SYSTEM_SCHEMA and _V22_TO_V23_MIGRATIONS; wire migration + fresh-install seed
- src/repositories/claude_md_template.py: ClaudeMdTemplateRepository (get/set/reset)
  mirroring WelcomeTemplateRepository; defensive re-seed in get()
- src/claude_md.py: compute_default_claude_md / render_claude_md /
  build_claude_md_context — rich renderer with RBAC-filtered tables, metrics,
  and marketplaces; reads override from claude_md_template or falls back to
  config/claude_md_template.txt; raises TemplateError on broken override
- config/claude_md_template.txt: default Jinja2 markdown template restored from
  PR #167 history (tables, metrics, marketplaces, BQ guidance, corporate memory,
  directory structure, per-user footer)
2026-05-03 22:43:56 +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
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
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
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
b3ffc98e9f fix(security): XSS hardening for setup banner + cleanup unused imports
- Add _sanitize_banner_html() to src/setup_banner.py: strips <script>/
  <iframe> blocks, on* event-handler attributes, and javascript:/data:
  URI schemes post-render (I-2). Defense-in-depth — /setup is partly
  anonymous so malformed admin content must not execute in visitors'
  browsers.
- Apply sanitizer in render_setup_banner() before returning rendered HTML.
- Add 3 unit tests: test_render_strips_script_tags,
  test_render_strips_event_handlers, test_render_strips_javascript_uri.
- Drop unused Optional import from src/repositories/welcome_template.py
  and src/repositories/setup_banner.py (M-6).
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
4449623af8 fix(renderer): tolerate missing optional tables; document tzinfo 2026-05-03 16:10:48 +02:00
ZdenekSrotyr
51f287a81a feat: server-side jinja2 renderer for welcome prompt 2026-05-03 16:10:48 +02:00
ZdenekSrotyr
19f1795350 feat(repo): WelcomeTemplateRepository singleton CRUD 2026-05-03 16:10:48 +02:00
ZdenekSrotyr
33e7107637 feat(db): schema v15 — welcome_template singleton table 2026-05-03 16:10:48 +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
85d3810535 feat(materialized): query_mode='materialized' for BigQuery + Keboola — admin SELECT → parquet → analyst
Closes the 'admin pre-stages a curated table/view for analysts' use case end-to-end across both supported source connectors.

Backend (BigQuery + Keboola, schema v20):
  - schema v20 adds source_query TEXT to table_registry (renumbered from v19 after main's #150 RBAC migration also bumped to v19)
  - connectors/bigquery/extractor.py adds materialize_query(table_id, sql, *, bq, output_dir, max_bytes=...) — BqAccess session, dry-run cost guardrail (default 10 GiB, configurable via data_source.bigquery.max_bytes_per_materialize), idempotent ATTACH, rows/bytes/md5 metadata for sync_state
  - connectors/keboola/access.py — new KeboolaAccess facade (parallel of BqAccess) wrapping ATTACH 'keboola://...' AS kbc
  - connectors/keboola/extractor.py adds materialize_query — same shape, no dry-run analog (Keboola Storage API has different cost model); legacy bucket-download path skips query_mode='materialized' rows
  - app/api/sync.py:_run_materialized_pass dispatches by source_type to the right materialize_query
  - app/api/admin.py: RegisterTableRequest accepts source_query; model_validator coheres mode↔source_query↔bucket; PUT preserves omitted fields; deprecation marks (Field(deprecated=True)) on sync_strategy + profile_after_sync (no extractor reads them; profile_after_sync becomes inert — bug from earlier work where /api/sync/trigger never honored the flag); _BQ_OPTIONAL_FIELD_DEFAULTS injects defaults into GET /server-config payload

Operator + CLI surface:
  - da admin register-table --query / --query-mode materialized
  - scripts/smoke-test-materialized-bq.sh — end-to-end smoke for operators

Tests (incl. spike + integration + regression):
  - test_db_migration_v20, test_table_registry_source_query
  - test_bq_materialize, test_bq_cost_guardrail, test_bq_init_extract_skips
  - test_keboola_access, test_keboola_extension_query_passthrough (lock-in for the DuckDB extension capability), test_keboola_materialize, test_keboola_init_extract_skips, test_keboola_materialized_e2e (skipped without KBC_TEST_* creds)
  - test_sync_trigger_materialized, test_sync_trigger_keboola_materialized
  - test_api_admin_materialized, test_cli_admin_materialized
  - test_admin_bq_register, test_admin_discover_bigquery, test_admin_keboola_materialized, test_admin_phase_c_deprecation, test_admin_put_preservation, test_materialized_e2e

Cost: BQ uses bigquery_query() (jobs API, view-aware) — works on tables, views, materialized views uniformly. Keboola uses ATTACH+COPY parquet through the DuckDB extension.
2026-05-01 20:25:56 +02:00
minasarustamyan
d4ac84dd46
feat(rbac): drop dataset_permissions + users.role + is_public; v19 migration (#150)
* feat(rbac): drop dataset_permissions + access_requests + users.role + is_public; v19 migration

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

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

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

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

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

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

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

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

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

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

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

* chore(release): cut 0.27.0

---------

Co-authored-by: Minas Arustamyan <arustamyan.minas@gmail.com>
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-authored-by: ZdenekSrotyr <zdenek.srotyr@keboola.com>
2026-04-30 22:02:16 +02:00
minasarustamyan
fb1573766a
feat(admin): users/groups UI polish + SSO lock + v18 migration (#142)
Cuts release 0.24.0.

## Highlights
- SSO-managed accounts read-only for password / delete operations (UI + API). New `is_sso_user` flag derived from group memberships.
- Admin/Everyone system rows show `google_sync` chip + Workspace email subtitle when env-mapped.
- Origin pill vocabulary unified across `/admin/groups`, `/admin/access`, `/admin/users`, `/admin/users/{id}`, `/profile` (Admin yellow, Everyone gray, google_sync green, custom purple).
- Effective-access readout no longer short-circuits for admin users — always renders per-resource breakdown.
- Schema migration v18 drops stranded non-google memberships in env-mapped Admin/Everyone groups (cleans up v13's blanket Everyone backfill).

## Devin findings addressed
- _is_sso_user requires source='google_sync' on system-group branches (so v13 system_seed memberships in env-mapped Everyone don't lock out the admin).
- POST add-to-group returns correct origin via _derive_origin (matching GET).
- 8 customer-specific token instances (groupon.com / foundryai) replaced with vendor-neutral placeholders across templates, tests, and CHANGELOG.
- deriveDisplayName name-skip for canonical "Admin"/"Everyone" so an overlapping AGNES_GOOGLE_GROUP_PREFIX doesn't mangle the chip text.

See CHANGELOG [0.24.0] for full notes.
2026-04-30 15:16:04 +02:00
ZdenekSrotyr
70672204fe
feat(memory): admin Edit + MEMORY_DOMAIN RBAC + ai-section UI (#141)
Cuts release 0.23.0.

## Highlights
- Single-item Edit button on every memory item card (modal hits PATCH /api/memory/admin/{id}).
- MEMORY_DOMAIN RBAC resource type — admins grant user_groups access to specific domains via /admin/access. Composes with existing audience filter (OR semantics, no-op when no grants).
- ai: section editable in /admin/server-config — admins can set ANTHROPIC_API_KEY / model / provider / base_url for the corporate-memory extractor without editing instance.yaml directly. api_key auto-masked.

## Devin findings addressed
- Modal NULL→empty fix (audience visibility wouldn't break).
- Stats endpoint granted_domains parity with list endpoint.
- Documented intentional MEMORY_DOMAIN→audience bypass.
- Documented conscious ai.base_url SSRF exclusion (legit internal LiteLLM/vLLM proxies).

See CHANGELOG [0.23.0] for full notes.
2026-04-30 11:04:41 +02:00
ZdenekSrotyr
83adf01bde
fix(v2): #134 BigQuery cross-project errors return structured 502/400 + BqAccess facade (#138)
* docs(spec): #134 unify BigQuery access behind BqAccess facade

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

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

Incorporates code-reviewer findings:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Devin BUG_0001 + BUG_0002 round 5 on PR #138.

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

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

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

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

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

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

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

* chore(release): cut 0.22.0

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

Bumps to 0.22.0 because PR #137 merged first and took 0.21.0.
2026-04-30 10:11:20 +02:00
Vojtech
38f6b639d2
feat(observability): request_id end-to-end + dev debug toolbar + centralized logging (#136)
Cuts release 0.20.0.

## Highlights
- X-Request-ID header on every response + sanitized to [A-Za-z0-9_-] (CRLF log-forging mitigation)
- Error pages (HTML + JSON 500) surface request_id for support tickets
- Dev debug toolbar gated by DEBUG=1 — fastapi-debug-toolbar with custom DuckDBPanel
- Centralized app.logging_config.setup_logging() replaces 23 scattered basicConfig calls
- Telegram bot drops bot.log file — stdout only (BREAKING)

## Devin findings addressed
- BUG_0001: .env.template no longer claims FastAPI debug=True
- BUG_0002: subprocess extractor logs INFO to stderr again
- ANALYSIS_0003: _wants_html no longer matches Accept: */* (curl gets JSON as before)
- BUG on b1c6ee9: HTML 500 page no longer leaks str(exc) in production
- BUG on b13d2fe: 2 CLAUDE.md compliance flags (transform.py + ws_gateway) accepted as scope-limited logging refactor — follow-up to update CLAUDE.md if needed

See CHANGELOG [0.20.0] for full notes.
2026-04-29 22:54:21 +02:00
ZdenekSrotyr
b7a1795834
feat(scheduler): re-wire sync_schedule + script.schedule; tune via env; OpenMetadata TLS (#135)
Bundles 4 issues:
- #79 — table_registry.sync_schedule honored at runtime (API-side filter + Pydantic validators)
- #78 — script_registry.schedule honored via new POST /api/scripts/run-due (atomic claim, BackgroundTask exec, deploy-time safety validation)
- #77 — sidecar JOBS env-driven (SCHEDULER_DATA_REFRESH_INTERVAL/HEALTH_CHECK_INTERVAL/SCRIPT_RUN_INTERVAL/TICK_SECONDS)
- #89 — OpenMetadataClient verify=True default (BREAKING for self-signed)

Cuts release 0.19.0. See CHANGELOG for full notes incl. Known Limitations.
2026-04-29 22:06:30 +02:00
minasarustamyan
953bd9d250
fix(marketplace): use plugin.json name in synth marketplace.json (#133)
Closes the /plugin UI 'Plugin <X> not found in marketplace' bug. Synth marketplace.json catalog 'name' now reads from <plugin_dir>/.claude-plugin/plugin.json (with fallback to upstream marketplace.json name). On-disk plugins/<slug>-<plugin>/ layout preserved so cross-marketplace files don't collide. /marketplace/info exposes both name and prefixed_name (BREAKING — downstream tooling parsing 'name' for the slug-prefixed form must switch to prefixed_name).
2026-04-29 19:25:57 +02:00
minasarustamyan
c940593a90
feat(auth): Google Workspace group prefix filter + system mapping (#131)
Three new env vars wire the Google OAuth callback to a configurable Workspace prefix and route admin/everyone Workspace groups onto the seeded system rows: AGNES_GOOGLE_GROUP_PREFIX, AGNES_GROUP_ADMIN_EMAIL, AGNES_GROUP_EVERYONE_EMAIL. Login gate redirects users with no prefix-matching group to /login?error=not_in_allowed_group. BREAKING: auto-Everyone membership for new users removed. Admin UI/API are read-only on Google-managed groups. See docs/auth-groups.md.
2026-04-29 14:08:04 +02:00
ZdenekSrotyr
82c5d71d63
feat(memory): #62 — duplicate hints + tree-view + bulk-edit (#126)
Issue #62. Tree view with cross-axis filtering, duplicate-candidate hints (Jaccard score on entity overlap), bulk-edit endpoints (PATCH /api/memory/admin/{id} + POST /api/memory/admin/bulk-update), schema v17 (knowledge_item_relations), full CLI parity (da admin memory tree/edit/bulk-edit/duplicates list/resolve).
2026-04-29 13:55:15 +02:00
ZdenekSrotyr
1824b9dd9c
feat(admin): #108 M1 — BigQuery table registration in UI + CLI (#119)
Issue #108 Milestone 1. Adds BigQuery table registration via /admin/tables UI and `da admin register-table` CLI without hand-editing table_registry. POST /api/admin/register-table/precheck for round-trip validation. --dry-run flag on CLI. Audit-log entries on register/update/unregister. PUT /api/admin/registry/{id} now preserves registered_at (closes #130).
2026-04-29 13:18:31 +02:00
PavelDo
e1108b6112
feat(memory): corporate memory v1+v1.5 + 0.15.0 (#72)
Adds corporate memory v1 (verification flywheel + contradiction detection + confidence scoring) and v1.5 (audience-based distribution + per-item privacy + admin curation). Server: GET /api/memory/bundle returns mandatory + ranked-approved items within a token budget; POST /api/memory/admin/mandate accepts an audience field gated against user_group_members; /api/memory/stats uses SQL aggregation. CLI: da sync writes received items to .claude/rules/km_*.md. Verification detector extracts knowledge candidates from session JSONL files. Auto-tagging via Haiku when ai: is configured. Adapted from the v9-era branch onto v13/v14 RBAC: _is_privileged_viewer + _effective_groups now query user_group_members JOIN user_groups; require_role(Role.KM_ADMIN) replaced with require_admin (km_admin collapsed into admin). Schema v15: knowledge_items context-engineering columns + knowledge_contradictions + session_extraction_state. Schema v16: verification_evidence. Cuts release v0.15.0 (also bundles #116 /me/debug page).
2026-04-29 07:16:22 +02:00
ZdenekSrotyr
2e1dfb7553
feat(v2): claude-driven fetch primitives + 0.14.0 (#102)
Replaces the BigQuery wrap-view pattern with a discovery + scoped-fetch toolkit driven by the analyst's Claude session. Adds /api/v2/{catalog,schema,sample,scan,scan/estimate}, da catalog/schema/describe/fetch/snapshot/disk-info CLI commands, sqlglot-backed WHERE validator, process-local quota tracker, agent rails skill (cli/skills/agnes-data-querying.md). BREAKING: BQ wrap views off by default — set data_source.bigquery.legacy_wrap_views=true for one cycle. Backward-compat field_validator on primary_key. Catalog cache now matches documented 300s TTL with RBAC fresh per request. Cuts release v0.14.0.
2026-04-29 01:07:19 +02:00
Petr Simecek
3047f310b9
fix(db): self-heal missing tables on future-version DBs (agnes-dev incident) (#75)
Discovered when 0.11.5 deployed onto agnes-dev whose system DB had been
bumped to schema_version=10 during local experimentation with a parallel
WIP branch (PR #72-style Context Engineering work). The lab v10 migration
laid down its own table set without including v9's role tables — so the
v9 binary saw `current=10 > SCHEMA_VERSION=9`, correctly treated it as a
future-version-rollback and skipped its migration ladder, but ALSO
skipped the table-creation step. Every query against user_role_grants
(`_hydrate_legacy_role`, /profile, require_internal_role's DB fallback,
every admin-gated request) then crashed with `_duckdb.CatalogException:
Table with name user_role_grants does not exist`. Symptom on agnes-dev:
HTTP 500 on /profile, admin nav vanished, /admin/* returned 403.

Fix: hoist `conn.execute(_SYSTEM_SCHEMA)` to the TOP of _ensure_schema,
unconditional. _SYSTEM_SCHEMA is all `CREATE TABLE IF NOT EXISTS`, so
existing tables stay untouched (columns + data preserved); missing
tables get created. Idempotent, near-zero cost (a few dozen no-op DDLs
per process start). The migration block below still calls
_SYSTEM_SCHEMA when migrating; that's now the redundant-but-cheap
follow-up — left in place so the migration ladder reads chronologically.

Concrete coverage of the rebase scenario the user asked about — a
contributor switching FROM a lab future-schema branch BACK to a
released binary now boots cleanly:

- Forward rebase (older → current): unchanged, ladder runs as before.
- Same-version rebase: unchanged, _seed_core_roles tail call still
  drives doc-tweak refresh.
- Backward "lab" rebase (this fix): tables get re-materialized; if the
  DB is still on a future schema_version, _seed_core_roles tail call
  remains gated so we don't accidentally write data into a schema
  shape this binary doesn't understand. Operator can drop the v9
  schema_version manually to trigger a clean ladder re-run if they
  want the full v8→v9 backfill (what we did to recover agnes-dev).

Test: new test_split_brain_future_version_with_missing_tables_self_heals
in tests/test_db.py::TestMigrationSafety. Synthesizes a v99 DB whose
only existing table is schema_version, runs _ensure_schema, asserts
both user_role_grants AND internal_roles AND group_mappings AND users
exist after the call, and that the schema_version row stays at 99
(future-version contract). test_future_version_is_noop docstring
updated to reflect the new self-heal pass — its only assertion (the
version-row contract) still holds unchanged.

pyproject.toml: 0.11.5 → 0.11.6.
CHANGELOG.md: new [0.11.6] section under [Unreleased] skeleton.
2026-04-28 15:51:33 +02:00
Vojtech Rysanek
7147bac079 feat(rbac+marketplace): schema v14 FK + AGNES_ENABLE_TABLE_GRANTS + break-glass CLI
Follow-up to the RBAC v13 + marketplace work in the parent commit. Addresses
deferred Devin findings, gemini-flagged blockers, and adds three guard rails.

== Schema v14 — FK constraints on user_group_members + resource_grants ==
Adds DuckDB foreign-key constraints so cascade deletes can no longer leave
orphaned member / grant rows pointing at a deleted group_id (which were
relying on application-level cascades up to v13). Migration is RENAME →
CREATE-with-FK → INSERT → DROP, wrapped in BEGIN TRANSACTION so a partial
failure rolls back without leaving the DB at a half-applied schema.

== AGNES_ENABLE_TABLE_GRANTS feature flag (default off) ==
ResourceType.TABLE was shipped in the parent commit as listing-only — admins
can record grants but runtime enforcement still flows through legacy
dataset_permissions. To avoid the misleading-UX surface area, the chip is
hidden from /admin/access and POST /api/admin/grants returns 422 with the
env-var name in detail until the operator opts in. Existing TABLE rows in
resource_grants stay listable + deletable so cleanup is never blocked.

Helpers: is_resource_type_enabled(rt), enabled_resource_types().

== Break-glass admin CLI ==
`da admin break-glass <user>` adds the user to the Admin user_group with
source='system_seed' regardless of RBAC state. Bypasses authentication —
relies on filesystem access to ${DATA_DIR}/state/system.duckdb implying
host-level trust. Recovery path when the operator has locked themselves
out of /admin/access.

== Devin round-2 fixes (deferred on b4ec4c4) ==
- src/repositories/user_groups.py — narrow update() guard from blocking any
  mutation on system groups to blocking name change only. Description edits
  now pass through. Endpoint pre-check stays as defense-in-depth. Prior
  behavior surfaced as a misleading 409 'Cannot rename a system group' on
  description-only PATCH.
- app/api/access.py:delete_group — wrap cascade DELETEs + repo.delete in
  BEGIN TRANSACTION / COMMIT / ROLLBACK. Prevents orphan rows if any
  DELETE fails after the user_groups row is gone.
- app/marketplace_server/{packager,router}.py — split compute_etag_for_user()
  from build_zip(); router resolves etag first and 304-shorts before any
  file read or ZIP_DEFLATED. In-process cachetools.TTLCache (default 120s,
  env-tunable via AGNES_MARKETPLACE_ETAG_TTL, set 0 to disable).
  invalidate_etag_cache() called by sync to force re-hash on content drift.

== Tests ==
- TestTableGrantsFeatureFlag (4 cases) — endpoint exclude/include, grant
  rejection/acceptance under the flag.
- test_v12_to_v13_finalize_rollback_on_failure — destructive: monkeypatches
  _seed_system_groups to raise mid-transaction, asserts schema_version stays
  at 12, legacy tables intact, new tables empty (rollback fired). Then
  restores the real function and asserts the retry succeeds.
- test_update_system_group_description_allowed,
  test_update_system_group_same_name_no_op — repo-level coverage of the
  narrowed guard.
2026-04-28 14:25:13 +02:00
ZdenekSrotyr
e9d7af3cce feat(rbac+marketplace): RBAC v13 + Claude Code marketplace + #81/#83/#44 hardening
This squashes 13 commits from ma/staging plus a small docstring translation
into a single coherent unit. Three workstreams.

== RBAC v13 redesign ==
- Drops core.viewer/analyst/km_admin/admin hierarchy and the
  internal_roles / group_mappings / user_role_grants / plugin_access tables.
- Replaced by user_group_members + resource_grants. Atomic v12→v13 backfill
  wrapped in BEGIN/COMMIT; ROLLBACK leaves schema_version at 12 for retry.
- Two authorization primitives in app.auth.access:
    require_admin                        — Admin-group god-mode
    require_resource_access(rt, "{path}") — entity-scoped grants
  Single DB lookup per request; no session cache; no implies BFS.
- /admin/access UI (single page) replaces /admin/role-mapping +
  /admin/plugin-access. CLI `da admin group/grant *` replaces
  `da admin role/mapping/grant-role/revoke-role/effective-roles`.
- ResourceType.TABLE listing-only — admins can record table grants,
  runtime enforcement still flows through legacy dataset_permissions
  (migration plan in docs/TODO-rbac-data-enforcement.md).

== Claude Code marketplace ==
- Aggregated /marketplace.zip + /marketplace.git/* (PAT-gated,
  RBAC-filtered, content-addressed cache via dulwich).
- Admin god-mode dropped on the marketplace surface — admins curate
  their own view via grants like everyone else.
- Bare-repo cache materializes per RBAC-filtered ETag; stale entries
  not pruned in this iteration (disclaimed in git_backend.py docstring).

== #81 #83 #44 security/ops hardening ==
- #81 Group A — orchestrator ATTACH allow-listing (extension/url/alias).
- #81 Group B — Keboola extractor 3-state exit codes:
    0 success / 1 total fail / 2 PARTIAL fail
  Sync API logs PARTIAL FAILURE alert on exit 2. Operators with binary
  alerting must teach it the new partial signal.
- #81 Group C — schema v10 view_ownership; rejects silent overwrite
  of a prior connector's view name on collision.
- #81 Group D — extractor-side identifier validation.
- #83 — Jira webhook fail-closed when JIRA_WEBHOOK_SECRET unset
  + path-traversal fix.
- #44 — entire /api/scripts/* surface is admin-only (planted-script +
  sandbox-bypass risk closed).

== Web UI polish + deploy fix ==
- /admin/access: live grant-count badges (no stale snapshot revert),
  shared-header CSS link added to /catalog and /admin/{tables,permissions},
  per-resource-type colored stripes.
- docker-compose.host-mount.yml: bind,rbind so dual-disk hosts don't
  silently shadow sub-mounts and write state to the wrong disk.

== OSS vendor-neutralization (waves 1+2) ==
- scripts/grpn/ → scripts/ops/. Customer-specific identifiers
  (project IDs, internal hostnames, dev/prod VM IPs, brand names)
  replaced with placeholders across code, docs, Terraform, Caddyfile,
  OAuth probe, and planning docs. Downstream infra repos that copied
  scripts/grpn/agnes-tls-rotate.sh or agnes-auto-upgrade.sh must
  update the path.

== Translation ==
- src/repositories/user_groups.py::ensure_system docstring translated
  from Czech to English for codebase consistency.

Co-authored-by: Mina Rustamyan <mina@keboola.com>
2026-04-28 14:25:04 +02:00
ZdenekSrotyr
72230c3b51
fix: #81 Group C — view-name collision detection (schema v10, squashed) (#100)
Schema v10 + view_ownership table. Cross-connector view name
collisions are detected and refused with an actionable ERROR rather
than silently last-write-wins. Pre-scan reconcile releases stale
ownerships in the same rebuild as a rename — but only when ALL
sources' pre-scans succeed (transient-IO defense; partial pre-scan
skips reconcile to avoid silently stealing a name).

26/26 view collision + orchestrator tests pass.
Refs #81 Group C.
2026-04-27 22:09:49 +02:00
ZdenekSrotyr
569cd90d75
fix(security): #81 Group D — extractor-side identifier validation (squashed) (#97)
Closes M15 from issue #81 — SQL injection via attacker-controlled
identifiers in connectors/keboola/extractor.py and
connectors/bigquery/extractor.py.

Lifted _validate_identifier from src/orchestrator.py into a new
src/identifier_validation.py shared module (single source of truth for
both layers). Two validator policies:

- validate_identifier (strict, ^[a-zA-Z_][a-zA-Z0-9_]{0,63}$) for
  table_name — matches the orchestrator's rebuild-time check, so dashed
  names fail fast at extraction rather than being silently dropped.
- validate_quoted_identifier (relaxed, accepts dashes/dots) for
  bucket/dataset/source_table — Keboola in.c-foo and BigQuery
  my-dataset are legitimate, just need to be safe inside `"..."`.

Both extractors skip-and-continue on unsafe rows (logged + counted in
failure stats); _extract_via_extension re-validates as defense-in-depth.

71/71 extractor + orchestrator tests pass.
Refs #81 Group D.
2026-04-27 21:46:17 +02:00
ZdenekSrotyr
23be8ad46f
fix(security): #81 Group A — orchestrator attach hardening (squashed) (#95)
Closes the C1 findings from issue #81 plus the round-3/4 follow-ups
on the read-only query path.

Both _attach_remote_extensions (rebuild path) and
_reattach_remote_extensions (query path) now apply the same hard
allowlists for extensions and token-env names, single-quote-escape
the URL, and split built-in vs community install. The CHANGELOG bullet
documents the full scope including the table_schema → table_catalog
fix that made the rebuild path a silent no-op for every connector.

New module src/orchestrator_security.py centralises the policy. Tests
in tests/test_orchestrator_remote_attach_security.py — 28/28 pass.

Refs #81.
2026-04-27 21:34:04 +02:00