Commit graph

301 commits

Author SHA1 Message Date
ZdenekSrotyr
42e108ae5e test: reader smoke matrix on zero-grants workspace 2026-05-04 19:15:39 +02:00
ZdenekSrotyr
a47c2be282 test: clean-bootstrap fixtures (fastapi_test_server, test_pat, zero_grants_workspace)
Task 20: reusable pytest fixtures for the clean-bootstrap test suite.
Tasks 21 and 22 (reader smoke matrix + init smoke matrix) consume them.

- fastapi_test_server boots a real uvicorn subprocess against a tmp DATA_DIR,
  pre-seeded with admin@example.com (Admin group), analyst@example.com
  (Everyone group), and three tables (one per query_mode: local /
  materialized / remote).
- web_session: cookie-authenticated httpx.Client for the admin user.
- test_pat: minted JWT for the analyst with table grants on local +
  materialized.
- test_pat_no_grants: same shape, zero resource_grants.
- zero_grants_workspace: subprocess invocation of `agnes init` against the
  no-grants PAT; returns the bootstrapped workspace path.
- NONEXISTENT_TABLE: module-level sentinel for the upcoming reader matrix.

Subprocess uvicorn (mirrors tests/test_e2e_corporate_memory.py) instead of
in-thread so DATA_DIR + module-level singletons in src.db don't bleed
across tests. agnes CLI invoked via `python -m cli.main` instead of the
.venv/bin/agnes shim, which depends on .pth file visibility that iCloud
Drive intermittently re-hides on macOS.
2026-05-04 19:11:54 +02:00
ZdenekSrotyr
7e1dd1adba refactor(cli): drop sync/fetch/analyst/metrics; register init/pull/push (BREAKING) 2026-05-04 18:59:51 +02:00
ZdenekSrotyr
6c0846fd17 feat(config): expose materialize.lock_ttl_seconds in server-config
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.
2026-05-04 18:52:54 +02:00
ZdenekSrotyr
ff5da0af90 feat(cli): agnes admin metrics {import,export,validate} 2026-05-04 18:39:05 +02:00
ZdenekSrotyr
3871d5320a feat(admin): server-generate materialized source_query, allow BQ backticks
When admin registers a materialized BQ row with bucket+source_table but
no source_query, the server generates 'SELECT * FROM `<project>.<ds>.<tbl>`'
from instance.yaml's configured BQ project. Same fallback fires on PUT
when flipping to materialized. The backtick rejection guard, which was
appropriate for DuckDB-flavor source_query, is relaxed for materialized
rows since the new wrapping path (Task 2) runs admin SQL through BQ
jobs API which uses BQ-native syntax (backticks for dashed identifiers).
2026-05-04 18:37:27 +02:00
ZdenekSrotyr
42b8d0309b feat(cli): agnes catalog --metrics replaces da metrics list/show 2026-05-04 18:33:17 +02:00
ZdenekSrotyr
8309141705 feat(cli): agnes snapshot create (folded from da fetch); friendly exit if no DuckDB 2026-05-04 18:32:30 +02:00
ZdenekSrotyr
5e1e8c4e14 feat(cli): agnes status = workspace state; old health check moves to agnes diagnose system 2026-05-04 18:29:15 +02:00
ZdenekSrotyr
b799aa534a fix(cli): I1+I2 review — surface manifest_unauthorized + add 3 typed-error tests 2026-05-04 18:19:35 +02:00
ZdenekSrotyr
9b70ca3069 feat(cli): agnes init orchestrator + AGNES_WORKSPACE.md template 2026-05-04 18:15:08 +02:00
ZdenekSrotyr
c7c42de0f0 feat(sync): treat MaterializeInFlightError as 'skipped, in_flight'
_run_materialized_pass distinguishes due-check skips from in-flight
skips and never calls state.set_error for either. summary['skipped']
becomes a list of {table, reason} dicts; the end-of-pass log line
breaks out the in_flight subcount.

Hoists is_table_due to module-level import so test monkeypatching of
the symbol intercepts the call (the previous local import made
patches a no-op).
2026-05-04 18:11:38 +02:00
ZdenekSrotyr
60b6fbed97 feat(cli): agnes push command (extracted from sync --upload-only) 2026-05-04 18:09:57 +02:00
ZdenekSrotyr
7f89e1d594 feat(cli): agnes pull command (Typer wrapper around lib.pull.run_pull) 2026-05-04 18:07:28 +02:00
ZdenekSrotyr
15004126de fix(cli-lib): I1+I2+I3 review fixes — token-precedence note, sync-state TODO, dry-run hermeticity test 2026-05-04 18:04:56 +02:00
ZdenekSrotyr
37da602060 feat(cli-lib): cli/lib/pull.py:run_pull primitive with lazy mkdir 2026-05-04 18:00:57 +02:00
ZdenekSrotyr
dc7e27082d fix(bq-materialize): code-review follow-ups for 16eaf7a3
- extractor._try_acquire_file_lock: close fd and re-raise on non-
  BlockingIOError from fcntl.flock (read-only fs, unsupported flock,
  fd exhaustion). Pre-fix the fd leaked silently and the underlying
  OSError still propagated past the caller.
- extractor: reorder module-level layout so logger is bound before
  the new lock-related helpers reference it. Deferred import of
  app.instance_config inside _get_lock_ttl_seconds documented inline.
- extractor: comment _table_locks unbounded-by-design rationale.
- tests: docstring + monkeypatch-target rationale for the two
  concurrency tests where the contract isn't obvious from the body.
2026-05-04 17:59:21 +02:00
ZdenekSrotyr
5aebeabf23 feat(cli-lib): cli/lib/hooks.py:install_claude_hooks 2026-05-04 17:53:20 +02:00
ZdenekSrotyr
a92c624dba feat(admin): yellow banner for legacy CLI verbs in workspace-prompt override 2026-05-04 17:46:50 +02:00
ZdenekSrotyr
8091620d33 fix(setup): role-aware clipboard render + JSON-escape ROLE injection
Two Task 4 review fixes for app/web/templates/install.html:

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

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

Tests: analyst clipboard contains `agnes init` + `agnes catalog` and
NOT `agnes auth import-token` / `agnes skills`; admin clipboard is the
inverse. Plus an explicit assertion that ROLE is rendered via tojson.
2026-05-04 17:43:46 +02:00
ZdenekSrotyr
16eaf7a399 feat(bq-materialize): per-table mutex + file lock with TTL reclaim
Two layers of concurrency control. Layer 1 is a per-table_id
threading.Lock keyed on table_id; Layer 2 is fcntl.flock on a sibling
<id>.parquet.lock file. Overlapping calls for the same id raise
MaterializeInFlightError, which the caller treats as 'skipped,
in_flight' instead of a hard error. Stale file locks (mtime older
than materialize.lock_ttl_seconds, default 86400) are reclaimed on
the next attempt — covers the rare case where a holder was hard-killed
before kernel-level flock release.

Pre-fix, when a materialize ran longer than the scheduler tick interval
(15 min), the next tick called materialize_query for the same id, hit
the unconditional tmp_path.unlink() at function entry, and started a
second COPY against the same path. Both writers interleaved bytes;
the original COPY's read_parquet validation then failed with
'No magic bytes found at end of file'.
2026-05-04 17:40:21 +02:00
ZdenekSrotyr
44234ba3ae test(setup): add mutation-resistant ternary-direction assertion (Task 4 polish) 2026-05-04 17:37:54 +02:00
ZdenekSrotyr
7965f8021d fix(setup): role-aware PAT scope+TTL in setupNewClaude JS (Task 4 spec fix) 2026-05-04 17:34:30 +02:00
ZdenekSrotyr
f731ee7897 feat(setup): /setup?role=analyst|admin branching with role tiles 2026-05-04 17:28:47 +02:00
ZdenekSrotyr
54f83c281c test(setup): I1+I2 review fixes — AGNES_WORKSPACE.md alignment + step-number pin 2026-05-04 17:23:15 +02:00
ZdenekSrotyr
29e28ccbd3 feat(setup): add analyst role to install-prompt renderer 2026-05-04 17:17:59 +02:00
ZdenekSrotyr
59324f9361 feat(admin): scan CLAUDE.md override for legacy strings 2026-05-04 17:10:58 +02:00
ZdenekSrotyr
68639e54cf test(tokens): tighten scope-default + add precedence + audit + reserved-key tests 2026-05-04 17:07:02 +02:00
ZdenekSrotyr
4ee7323436 feat(tokens): add scope + ttl_seconds fields with bootstrap-analyst clamp 2026-05-04 17:00:54 +02:00
ZdenekSrotyr
8fbf4c7873 refactor: Task 0.5 amendments — README/ARCHITECTURE sweep + main.py install hint + drop dead AGNES_SERVER_URL 2026-05-04 16:55:55 +02:00
ZdenekSrotyr
a2afcfe59a fix(bq-materialize): code-review follow-ups for d8a22996
- tests/test_bq_cost_guardrail.py: assert fail-open warning is logged
  (test previously only proved fail-open doesn't crash; review note:
  warning is the only operator-visible signal of the silent failure).
- extractor._wrap_admin_sql_for_jobs_api: docstring no longer claims
  DuckDB-flavor SQL is rejected — the function performs no inner-SQL
  validation; the v24 migration + register-time validator are the
  real enforcement points.
- extractor.materialize_query: safe_path uses _escape_sql_string_literal
  instead of inline replace, for one-place-to-update consistency.
- extractor: import hashlib hoisted to module-level imports.
2026-05-04 16:52:18 +02:00
ZdenekSrotyr
d8a2299633 fix(bq-materialize): wrap admin SQL in bigquery_query() so views work
Pre-fix, materialize ran the admin source_query as 'COPY (sql) TO parquet'
through the DuckDB BQ extension session. The extension defaults to the
BQ Storage Read API for bq.<ds>.<tbl> references, which rejects views
('non-table entities cannot be read with the storage API'). The fix
always wraps admin SQL into bigquery_query('<billing>', '<inner>') so
COPY uses the BQ jobs API uniformly for tables and views.

Cost guardrail dry-run now operates on the inner SQL (BQ-native), so
the BQ Python client parses it and the cap engages — pre-fix the dry-run
hit 'Table-valued function not found: bigquery_query' and fail-opened.
2026-05-04 16:40:40 +02:00
ZdenekSrotyr
1563b05f2e refactor(cli): hard-cutover env vars + config dir to AGNES_*
Task 0.5 of clean-analyst-bootstrap. Greenfield rewrite — no fallback,
no aliases. Existing dev environments lose their cached PAT and must
re-authenticate.

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

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

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

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

Test results: 2675 passed, 25 skipped (full pytest run, excluding 9
pre-existing test_db.py / test_user_management.py / test_e2e_extract.py
/ test_cli_binary_rename.py failures unrelated to this rename).
2026-05-04 16:35:44 +02:00
ZdenekSrotyr
aa622f2af4 refactor(tests): lift bq_instance + stub_bq_extractor fixtures to conftest
Pre-fix the fixtures lived inside tests/test_api_admin_materialized.py.
Upcoming test files in this branch need them too; conftest is the
canonical home so they resolve via pytest's auto-discovery.
2026-05-04 16:23:57 +02:00
ZdenekSrotyr
8c8cdf6a6a feat(cli): rename binary from da to agnes (BREAKING) 2026-05-04 16:05:14 +02:00
ZdenekSrotyr
7f743d0392 fix(cli): #168 review iter 6 — render empty-string diagnostics
Devin Review iter #6 found 2 issues.

🟡 BUG: cli/error_render.py filtered out empty-string values via
`detail[key] not in (None, "")` and `value not in (None, "")` before
they could reach `_kv_line`. But `_kv_line` was specifically designed
to render empty strings as `(empty)` — the filter shadowed that
branch. The hidden field happens to be the most operator-actionable
one in `cross_project_forbidden`: `billing_project: ""` is the exact
diagnostic confirming WHY USER_PROJECT_DENIED fires.

Change filter to `is not None`. Empty strings now flow through
`_kv_line` and render as `billing_project: (empty)`.

📝 ANALYSIS: CHANGELOG wording for the test-connection endpoint said
"the saved data_source.bigquery config", which Devin flagged as
slightly misleading because `get_bq_access` is `@functools.cache`d —
"Test connection" tests the config in the running process, not the
just-saved YAML overlay. The save flow already returns
`restart_required: True` and the UI shows a banner, so the behavior
is documented; only the CHANGELOG wording was loose. Tightened to
"the **process-cached** BqAccess... Tests the config active in the
running process — after a save the response includes restart_required;
click Test AFTER restart to validate the freshly-saved values."

New test: test_renders_empty_string_as_empty_marker locks in the
empty-string-as-(empty) rendering for the cross_project_forbidden
case so a future filter change won't silently drop the diagnostic
again. 9 affected render tests pass.
2026-05-04 14:30:43 +02:00
ZdenekSrotyr
28aba4c1f9 fix(query): #168 review iter 3 — RBAC name-vs-id, placeholder dead code
Devin Review iter #3 found 3 new real bugs after iter #2's fixes landed.

🔴 RBAC check at app/api/query.py:362 used `row["name"]` against
`accessible_set`, but `accessible_set` is keyed by registry IDs
(`get_accessible_tables` returns `resource_grants.resource_id` —
table IDs, not display names). Confirmed by `_table_blocks` projection
at `app/resource_types.py:157-158`. When `id != name` (e.g.
`id="bq.finance.ue", name="ue"`), non-admin users with valid grants
got 403 `bq_path_access_denied`. Switch to `row["id"]`.

🚩 Bare-name pass at app/api/query.py:332 had the same name-vs-id
mismatch (different impact): legitimate accessible rows were skipped
from `dry_run_set`, so the cost guardrail under-counted scan bytes
for non-admin users. Could let an over-cap query through and
under-bill quota. Switch to `row_id` comparison.

🟡 `placeholder_from` for billing_project was dead code.
`_BQ_OPTIONAL_FIELD_DEFAULTS["billing_project"] = ""` seeded an empty
string into every GET payload via `_ensure_bq_optional_fields`. JS
`isUnset = (value === undefined)` evaluated False, so the
`(defaults to <project>)` placeholder NEVER rendered. Drop the seed —
field stays in `known_fields` (UI sees it) but routes through the
unset rendering path on GET, where placeholder_from fires.

Tests: test_get_surfaces_bq_fields_even_when_unset assertion flipped
from "billing_project IS present" to "billing_project NOT auto-seeded"
to lock in the new shape. 67 affected tests pass.
2026-05-04 13:51:36 +02:00
ZdenekSrotyr
5eaa449fcc fix(query): #168 review iter 2 — quota user_id parity + concurrent-slot 429
Devin Review iter #2 found 2 new issues (after iter #1's 5 fixes
landed). Both real, both addressed.

🔴 Quota user_id key mismatch defeated shared daily budget. /api/query
computed `user.get("id") or user.get("email")` while /api/v2/scan uses
`user.get("email") or "anon"` (app/api/v2_scan.py:327). Same user → two
different keys in the singleton QuotaTracker. BQ bytes consumed via
/api/query were tracked under UUID; via /api/v2/scan under email; the
`check_daily_budget` pre-flight on either endpoint never saw the
other's recorded bytes — per-user cap was effectively doubled. Match
v2/scan's email-first ordering.

🟡 QuotaExceededError(KIND_CONCURRENT) → 400 instead of 429.
`quota.acquire(user_id)` raises this from __enter__ when the per-user
concurrent-scan slot is at cap. The exception propagated through the
@contextlib.contextmanager generator, the caller's `with guard:`
block, and was caught by execute_query's generic `except Exception`
handler → mapped to 400 with a flattened "Query error: concurrent_scans:
N/M" string, dropping the typed retry_after_seconds field. Wrap the
`with quota.acquire(...)` in a try/except QuotaExceededError that maps
to 429 with the same typed-detail shape used for the daily-budget
rejection — consistent with /api/v2/scan:392-402.

Tests: test_api_query_quota.py user_id strings updated to
"admin@test.com" (the seeded_app admin's email) to match the new
email-first ordering. 40 affected tests pass.
2026-05-04 13:38:31 +02:00
ZdenekSrotyr
9ecbfd2a21 test(conftest): #160 reset module-level caches between tests (xdist hardening)
CI failures on PR #168 after rebasing onto main + PR #169/#170:
gw2 worker bucket reproducibly fails test_admin_can_list_registry +
test_three_sources_catalog_count with `assert "X" in set()` — the
register-table POST landed but list/catalog endpoints returned empty.

Root cause: pre-existing module-level cache leak across tests on the
same xdist worker process. `app.instance_config._instance_config`,
`connectors.bigquery.access.get_bq_access` (functools.cache), and
`app.api.v2_quota._quota_singleton` all survive across function-scoped
fixtures, so a prior test that read instance.yaml against an old
DATA_DIR poisons the next test's env even after `monkeypatch.setenv`
resets DATA_DIR.

Pre-existing on main — surfaced now because #160's new tests changed
the xdist test bucket distribution and dropped a different mix of
tests onto gw2 that hit the leak. Direct cause is unchanged; my T1a
fix in test_main_exits_when_project_missing addressed one symptom of
the same pollution but didn't generalize.

Add an autouse fixture in conftest.py that resets all three caches
before every test. Generic fix; helps any future test that reads
instance.yaml or BqAccess and would otherwise be order-dependent on
the worker.
2026-05-04 12:17:45 +02:00
ZdenekSrotyr
f0494ef356 test(admin): #160 RED tests for BQ test-connection + server-config placeholder
Two new test files driving the next commit's admin UI work.

tests/test_admin_bigquery_test_connection.py — POST
/api/admin/bigquery/test-connection (admin-only health probe). 6 cases:
- success → 200 with ok=true + resolved billing_project / data_project
  / elapsed_ms
- not_configured → 400 with the typed BqAccessError detail surface
- cross_project_forbidden (USER_PROJECT_DENIED simulation) → 502
- 10s timeout → 504 with kind="timeout" (best-effort cancel_job)
- non-admin caller → 403
- unauthenticated → 401

The endpoint matters for the operator side of the reporter's loop —
admin saves data_source.bigquery in /admin/server-config, clicks
"Test connection", gets typed structured feedback BEFORE any analyst
hits a query failure.

tests/test_admin_server_config_placeholder.py — `billing_project`
field-spec must carry `placeholder_from: ["data_source", "bigquery",
"project"]` so the JS template can resolve and inject
"(defaults to <project>)" greyed under the input when the operator
hasn't set billing_project explicitly. This makes the existing
"billing falls back to data" rule (connectors/bigquery/access.py:
339-340) visible in the UI.

7 RED on the current branch (endpoint and placeholder_from key both
absent). GREEN landing in the next commit.
2026-05-04 10:31:35 +02:00
ZdenekSrotyr
57482be263 feat(cli): #160 shared structured error renderer for BQ-typed responses
The reporter (#160) saw `USER_PROJECT_DENIED` raw in the CLI because
all three CLI error-rendering paths flatten typed BqAccessError /
guardrail / RBAC dicts to a truncated single-line string, hiding the
structured `hint` field that explains how to fix the misconfig.

Fix: shared `cli/error_render.py:render_error(status_code, body)` that
recognizes the canonical typed shapes and pretty-prints them. Falls
back to truncated-and-flattened form for unrecognized bodies, so the
renderer never makes worse-than-status-quo output.

Recognized shapes:
- {detail: {kind: ..., hint?, billing_project?, data_project?}}
  — typed BqAccessError responses from /api/v2/scan, /sample, /schema,
  /api/query (when /api/query escalates a BQ failure)
- {detail: {reason: 'remote_scan_too_large', scan_bytes, limit_bytes,
  tables, suggestion}} — new /api/query cost-guardrail rejection
- {detail: {reason: 'bq_path_not_registered'/'bq_path_access_denied',
  path, hint?, registered_as?}} — new /api/query RBAC patch
- {detail: '...'} — string detail (legacy endpoints)

Wired through 3 CLI paths:
- cli/v2_client.py: V2ClientError.__str__ delegates to render_error;
  pre-truncation removed from V2ClientError.message (was hiding hints
  past 200 chars).
- cli/commands/query.py:_query_remote: parse JSON body, call renderer
  on error.
- cli/commands/query.py:_query_hybrid: catch RemoteQueryError, build
  synthetic `{detail: {kind: error_type, **details}}` payload, render.

tests/test_cli_query.py:test_remote_query_failure: assertion updated
from `"Query failed"` (no longer printed) to `HTTP 400` + `bad SQL`
(what the renderer surfaces for string detail).

Sample output for cross_project_forbidden:

  Error: cross_project_forbidden (HTTP 502)
    billing_project: (empty)
    data_project: prj-example-data-001
    message: USER_PROJECT_DENIED on bigquery.googleapis.com
    hint: Set data_source.bigquery.billing_project in
        /admin/server-config to a project where the SA has
        serviceusage.services.use, or grant the SA that role on the
        data project.

19 tests pass — 10 from T4a now GREEN + 3 prior cli_query tests still
green + 6 ancillary.
2026-05-04 10:31:35 +02:00
ZdenekSrotyr
77cdb65f76 sec(query): #160 BQ_PATH catches quoted "bq" catalog token (Phase 3 review)
Phase 3 review identified an RBAC + cost-cap bypass: `SELECT * FROM
"bq"."ds"."tbl"` (catalog token quoted as a DuckDB identifier) was NOT
matched by the BQ_PATH regex, so direct quoted-form references skipped
both the registry check and the cost-cap dry-run. DuckDB resolves
`"bq"` to the same ATTACHed BQ catalog, so the bypass is real.

Widen the catalog-token alternation: `(?:"bq"|bq)` matches both forms.
Negative lookbehind `(?<![\w.])` still rejects look-alike prefixes
(`other_bq`, `my_bq`); the new "my_bq".ds.tbl negative test locks that
in alongside `other_bq.ds.tbl`.

Tests:
- 2 new positive cases in tests/test_query_bq_regex.py for the quoted
  form (`"bq"."finance"."ue"` and uppercase `"BQ"."ds"."tbl"`).
- 1 new negative case rejecting `"my_bq".ds.tbl` so the quoted-form
  widening doesn't open a different evasion.
- 1 new RBAC test in tests/test_api_query_rbac_bq_path.py: admin
  hitting an unregistered quoted path returns the same
  bq_path_not_registered 403 as the unquoted form.

All 33 Phase 3 tests pass after the fix.
2026-05-04 10:31:35 +02:00
ZdenekSrotyr
eddb0d2c58 test(cli): #160 RED tests for shared BQ error renderer
3 new test files that drive the upcoming cli/error_render.py module
and the V2ClientError refactor.

tests/test_cli_error_render.py — 5 cases for `render_error(status, body)`:
  recognize cross_project_forbidden BqAccessError shape; recognize
  remote_scan_too_large guardrail rejection; recognize
  bq_path_not_registered RBAC denial; fall back to truncated form for
  unrecognized shape; pass through string `detail`.

tests/test_cli_query_render.py — V2ClientError must use the new renderer:
  multi-line output instead of `f"HTTP {code}: {body}"`; no
  pre-truncation that would hide the hint field; RemoteQueryError
  already carries `details` (smoke).

tests/test_remote_query_error_details.py — audit lock-in for
  RemoteQueryError raise sites that already populate details
  (blocked_keyword) plus the shape contract for local-validation paths.

Run: 5 errors (cli.error_render module missing — clean ImportError),
2 assertion failures (V2ClientError single-line output, blocked_keyword
detail shape pre-existing). 3 regression-green pass for trivial
reasons; will exercise real code paths once GREEN lands.
2026-05-04 10:31:35 +02:00
ZdenekSrotyr
896c43c7a2 feat(query): #160 cost guardrail + bq.* RBAC + quota integration on /api/query
The headline implementation for issue #160. POST /api/query now gates
direct `bq."<dataset>"."<source_table>"` references behind the registry
and bounds the BQ scan cost behind a configurable cap. Wired through
the same singleton QuotaTracker as /api/v2/scan so daily-byte budgets
are shared across both BQ-touching paths.

Changes in app/api/query.py:

- Add module-level `BQ_PATH` regex matching the 16 syntax variants
  verified empirically (fully-quoted, unquoted, mixed quoting,
  case-insensitive, inside CTE bodies, multi-path, …).
- Add `bigquery_query` to the SQL keyword blocklist. Closes the
  pre-existing function-call backdoor where a user could run an
  arbitrary BQ jobs API call against any reachable dataset, bypassing
  the registry and RBAC. Wrap views internal to the BQ extractor still
  use bigquery_query() — but those run via DuckDB view resolution at
  query time, not via user-submitted SQL, so the blocklist doesn't
  break them.
- Add `_bq_guardrail_inputs` helper: walks user SQL twice — once for
  bare-name matches against accessible registered remote-BQ names
  (contributes to dry_run_set), once for direct `bq.X.Y` matches
  (gated against `find_by_bq_path` lookups, returns 403 with
  structured detail on miss or grant violation).
- Add `_enforce_remote_bq_quota_and_cap` helper: pre-flight
  `check_daily_budget` (over-cap → 429), then `with quota.acquire(...)`
  wraps a per-path BQ dry-run, sums bytes, raises 400
  `remote_scan_too_large` when total > cap.
- Cap default 5 GiB; configurable via `api.query.bq_max_scan_bytes`
  in /admin/server-config (next phase wires the UI).
- Post-flight `record_bytes` against the user's daily counter.
- Module-level imports of `_bq_dry_run_bytes`, `_build_quota_tracker`,
  `get_bq_access` so tests can monkeypatch via `app.api.query.<name>`.

Tests:
- All 23 RED tests from the previous commit now pass (regex matrix,
  blocklist with detail-string assertion, RBAC unregistered/admin-bypass,
  guardrail dry-run-called/over-cap-rejected, quota pre-flight 429).
- mock_dry_run fixture stubs both `_bq_dry_run_bytes` and `get_bq_access`
  so guardrail tests don't require a live BQ project.
- Quota test uses `admin1` (the seeded_app fixture's actual user id, not
  `admin`).

Smoke: 887 passed across query/bq/admin/extractor/registry/quota
domains. No regressions.
2026-05-04 10:31:35 +02:00
ZdenekSrotyr
875e50a504 test(query): #160 RED tests for guardrail+quota+RBAC+blocklist
5 new test files for the upcoming /api/query pre-flight block (next
commit). All failing for the right reason on the current codebase:

tests/test_query_bq_regex.py (8 + 1 + 7 + 1 = 17 cases)
  Pure unit test of `BQ_PATH` regex constant (not yet imported from
  app.api.query). Verifies the 16-case matrix from spec §4.3.1:
  positive matches for fully-quoted / unquoted / mixed quoting / case
  variants / inside CTE bodies / multiple paths in one statement;
  negative for bare registered names / 2-part bq.col / prefix that
  contains bq / middle-component bq / quoted bare names; documented
  string-literal false-positive accepted.

tests/test_query_bigquery_query_blocked.py (3 cases)
  POST /api/query with bigquery_query() function call must hit the
  canonical blocklist rejection ("Only single SELECT queries are
  allowed"). Today the blocklist passes all 3 — confirmed RED via
  detail-string assertion.

tests/test_api_query_rbac_bq_path.py (4 cases)
  Direct bq."<ds>"."<tbl>" references must be registry-gated:
  unregistered → 403 bq_path_not_registered; registered + admin →
  bypass per-name grant; case-insensitive lookup; string-literal
  containing bq.X.Y → 403 (strict-deny).

tests/test_api_query_guardrail.py (3 cases)
  Cost guardrail: SQL referencing a registered remote BQ row invokes
  _bq_dry_run_bytes (verified via call-counter side effect); over-cap
  dry-run returns 400 remote_scan_too_large with bytes/tables/suggestion
  in detail; non-BQ queries skip the dry-run entirely.

tests/test_api_query_quota.py (3 cases)
  Daily-byte quota check_daily_budget pre-flight (over-cap → 429
  before dry-run); record_bytes post-flight on the shared singleton
  v2_quota tracker; non-BQ queries leave the counter alone.

RED breakdown: 16 ImportError (BQ_PATH not yet defined) + 7 assertion
failures = 23 fully-RED. 6 tests pass for regression-green reasons
(use `if r.status_code == 403:` patterns where current code returns
400 for unrelated reasons). They serve as anti-regression guards once
the implementation lands and remain green throughout — documented per
spec §6 Phase 1 RED-discipline notes.
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
10d7bd62f8 fix(bq): #160 wrap views via bigquery_query() for VIEW/MATERIALIZED_VIEW
Issue #160: da query --remote against query_mode='remote' BQ rows whose
underlying entity is a VIEW or MATERIALIZED_VIEW returned a DuckDB catalog
error because the extractor (with legacy_wrap_views=False default since
the v2 fetch primitives release) skipped master-view creation for those
entity types — but kept inserting the _meta row, leaving operators with a
registered name that resolves to nothing.

Always create a master view for entity types we have proven runtime support
for in this codebase:

  BASE TABLE          → bq."<dataset>"."<source_table>"
                        (Storage Read API path; predicate pushdown)
  VIEW / MAT_VIEW     → bigquery_query('<project>', 'SELECT * FROM `proj.ds.tbl`')
                        (jobs API path; no pushdown — the upcoming /api/query
                        cost guardrail bounds the scan; was the legacy
                        legacy_wrap_views=True branch SQL form, just always-on)

For other entity types (EXTERNAL, SNAPSHOT, CLONE, future), log a warning
and SKIP both the master view AND the _meta row. The registry row remains
intact so /api/v2/scan still works for `da fetch`; we just don't expose a
stale _meta entry that the orchestrator would later strand.

The legacy_wrap_views config knob is still readable in this commit (read
returns the value, which is then ignored). Removal across the rest of
the codebase happens in the follow-up REFACTOR commit.

tests/test_bigquery_extractor.py:
- Add 3 RED tests covering the new always-wrap behavior:
  test_view_creates_wrap_view_with_default_config,
  test_materialized_view_creates_wrap_view_with_default_config,
  test_unsupported_entity_type_skips_meta_and_view.
- Fix pre-existing flakiness in test_main_exits_when_project_missing
  by resetting app.instance_config cache before the no-project mock —
  the prior test populates the cache with a project, and removing the
  legacy_wrap_views get_value() call surfaced this latent ordering bug.
2026-05-04 10:31:35 +02:00
ZdenekSrotyr
297d07f2a1 fix(cli): setup summary reflects actual CLAUDE.md write outcome (True/False return) 2026-05-04 07:17:37 +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
955b56608d feat(api,web,cli): /admin/workspace-prompt + /api/welcome restored + da analyst writes CLAUDE.md
- app/api/claude_md.py: GET /api/welcome (analyst, auth required); GET/PUT/DELETE
  /api/admin/workspace-prompt-template; POST …/preview; two-pass Jinja2 validation
  on PUT; validation stub mirrors build_claude_md_context() shape
- app/main.py: register claude_md_router
- app/web/router.py: GET /admin/workspace-prompt → admin_workspace_prompt.html
- app/web/templates/admin_workspace_prompt.html: CodeMirror editor + live preview +
  status chip + reset modal; mirrors admin_welcome.html for Agent Setup Prompt
- app/web/templates/_app_header.html: add "Agent Workspace Prompt" nav item next to
  "Agent Setup Prompt"; extend _admin_active to cover /admin/workspace-prompt
- cli/commands/analyst.py: _init_claude_workspace now accepts server_url + token;
  _write_claude_md fetches GET /api/welcome, writes CLAUDE.md, graceful 404/5xx;
  setup command adds --no-claude-md flag to opt out; default = write CLAUDE.md
- tests: test_claude_md_api.py (16 tests); test_analyst_bootstrap.py updated with
  4 new CLAUDE.md bootstrap tests; test_welcome_template_api.py: update stale
  assertion about /api/welcome being removed (endpoint restored)
- tests/snapshots/openapi.json: regenerated
2026-05-03 22:44:14 +02:00
ZdenekSrotyr
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
9ad7856f72 fix(devin-review): dashboard CTA respects override; PUT validates anon path
Finding #1: _build_context now routes through render_agent_prompt_banner when
a DB connection is available, so both /setup and the /dashboard clipboard CTA
always reflect the admin override (or the live default when no override is set).
Previously _build_context unconditionally used resolve_lines(), ignoring the
welcome_template override for the dashboard JS array.

Finding #2: PUT /api/admin/welcome-template now performs a second render pass
with user=None (anonymous stub) after the authenticated-user pass. Templates
that reference user.* fields without an {% if user %} guard are rejected with
a clear 400 error explaining the anon-visitor breakage.
2026-05-03 21:45:32 +02:00
ZdenekSrotyr
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
97e72c3f1c test(web-ui): update dashboard CTA link assertion after copy edit 2026-05-03 19:35:59 +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
d7705b5aa3 chore(openapi): regenerate snapshot after /api/welcome removal 2026-05-03 16:12:13 +02:00
ZdenekSrotyr
8db4c1645b feat(admin-prompt): variant C — banner on /setup, drop CLAUDE.md generation
- src/welcome_template.py: rewrite as HTML banner renderer
  (render_agent_prompt_banner); drop _list_tables, _metrics_summary,
  _marketplaces_for_user, render_welcome, _load_default_template.
  build_context now exposes only instance/server/user/now/today.
  _sanitize_banner_html strips script/iframe/on*/javascript: post-render.
- app/api/welcome.py: drop get_welcome handler, WelcomeResponse, old
  _VALIDATION_STUB_CONTEXT. Admin endpoints stay at same URLs; validation
  stub updated to match new slim context. Preview now uses autoescape=True.
- app/web/router.py: setup_page calls render_agent_prompt_banner and passes
  banner_html to install.html; admin_agent_prompt_page drops _load_default_template.
- app/web/templates/install.html: add .setup-banner CSS + banner block above hero.
- cli/commands/analyst.py: replace _generate_claude_md with _init_claude_workspace;
  no CLAUDE.md written, only .claude/CLAUDE.local.md placeholder + settings.json hooks.
- tests: delete test_cli_analyst_welcome.py (tests deleted endpoint/function);
  rewrite TestGenerateClaudeMd → TestInitClaudeWorkspace; update api test to
  assert /api/welcome returns 404 and remove welcome-fetch tests.
2026-05-03 16:12:13 +02:00
ZdenekSrotyr
60386b9c3c polish: drop dead CSS, fix docstring drift, add agent-prompt route test 2026-05-03 16:12:13 +02:00
ZdenekSrotyr
ecb6c35ad5 feat(admin): rename /admin/welcome to /admin/agent-prompt (Agent Setup Prompt)
Rename the welcome prompt editor from /admin/welcome to /admin/agent-prompt
and update all UI labels to "Agent Setup Prompt". API endpoint URLs are
unchanged (PUT/GET/DELETE /api/admin/welcome-template, GET /api/welcome).

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

CHANGELOG updated: setup_banner bullets removed; Agent Setup Prompt
(welcome-template feature) now stands alone as the single editable prompt.
2026-05-03 16:12:13 +02:00
ZdenekSrotyr
0ee22f8fb0 docs: add setup-banner.md + rename migration test to test_db_schema_version.py
- Add docs/setup-banner.md: placeholder table, autoescape semantics, security
  note on post-render stripping, diff table vs welcome-template (M-9).
- Update CHANGELOG.md to reference docs/setup-banner.md.
- Rename tests/test_db_migration_v20.py → tests/test_db_schema_version.py
  (file tested SCHEMA_VERSION==22, not just the v20 step; clearer name) (M-10).
2026-05-03 16:12:13 +02:00
ZdenekSrotyr
5bfd8997ea test: RBAC marketplace render test + validation stub drift detectors
- test_render_marketplaces_filtered_by_rbac: seeds 2 marketplaces, 2 groups,
  grants, 2 users; asserts each user's rendered output references only their
  group's marketplace/plugins, not the other's (I-3).
- test_validation_stub_matches_build_context_shape in test_welcome_template_api.py:
  asserts _VALIDATION_STUB_CONTEXT top-level and nested keys (instance, server,
  user) match build_context() output so stub drift is caught in CI (I-4).
- test_validation_stub_matches_build_context_shape in test_setup_banner_api.py:
  same shape check against build_setup_banner_context() (I-4).
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
8ec194cbe4 test(db): bump v20 migration test assertions to v22 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
85967e14ca feat(web): rename /install → /setup; nav label 'Setup local agent'
- Add GET /setup serving install.html (CLI + Claude Code setup page)
- Add GET /install → 301 redirect to /setup for backwards compat
- Move first-time setup wizard from /setup to /first-time-setup
- Update nav link: href=/setup, label 'Setup local agent', active on both /setup and /install paths
- Update page <title> to 'Setup local agent — …'
- Update /dashboard and /setup comment in _claude_setup_instructions.jinja
- Update tests and OpenAPI snapshot accordingly
2026-05-03 16:12:13 +02:00
ZdenekSrotyr
1eb03405c7 test(db): bump v20 migration test assertions to v21 2026-05-03 16:12:13 +02:00
ZdenekSrotyr
517e63d217 fix(cli): warn on welcome-fetch failures; expand test coverage 2026-05-03 16:10:48 +02:00
ZdenekSrotyr
c604dad9cf feat(cli): da analyst setup fetches rendered welcome from /api/welcome 2026-05-03 16:10:48 +02:00
ZdenekSrotyr
ecaa113c68 fix(admin-welcome): credentials: include, real-content preview, refresh after mutate 2026-05-03 16:10:48 +02:00
ZdenekSrotyr
93b713900b fix(api): validate template render on PUT; broaden render-time catch 2026-05-03 16:10:48 +02:00
ZdenekSrotyr
0d1ecd235d feat(api): /api/welcome + /api/admin/welcome-template endpoints 2026-05-03 16:10:48 +02:00
ZdenekSrotyr
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
13ab464ac5
Merge branch 'main' into zs/fix-health-e2e-tests 2026-05-03 15:55:02 +02:00
ZdenekSrotyr
c54917fc50 fix(tests): drop stale 'healthy' from /api/health status assert
Per Devin review on #166: /api/health returns 'ok' or 'unhealthy';
'healthy' is the detailed endpoint's vocabulary (app/api/health.py:180).
The pre-existing OR-tuple was dead code and inconsistent with the rest
of this PR's alignment work.
2026-05-03 15:40:41 +02:00
ZdenekSrotyr
f348296685 fix(tests): align docker-e2e health asserts with current /api/health shape
`/api/health` is the auth-free LB probe — returns `status` + `db_schema`
only. `version` lives in `/api/version` and the richer
`services.duckdb_state` lives in `/api/health/detailed` (auth-gated).
The two e2e asserts had drifted and broke nightly on main.
2026-05-03 11:21:19 +02:00
ZdenekSrotyr
91caefaca9
security(auth): per-IP rate limit + last-admin guard (#165)
* security(auth): per-IP rate limit on auth endpoints + generalize last-admin guard

Closes #45 and #151.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* chore(release): cut 0.30.1 — auth security hardening (rate limit + last-admin guard)
2026-05-02 21:08:33 +02:00
ZdenekSrotyr
07c7bd4c8b fix(test): reset instance_config cache in TestRebuildFromRegistry leakage repair
CI on dc03837a showed test_missing_project_returns_error failing with
'ok-project' instead of '' — config-cache leak from the sibling
test_returns_skipped_when_no_bq_rows that ran first under pytest-xdist.

Pre-existing flake (cache lives in app.instance_config; monkeypatch
restores the loader patch but doesn't invalidate the cached return).
Earlier CI runs (a4339ce6) got lucky on test ordering. Adding an
explicit reset_cache() at the top of the test removes the dependency
on ordering.
2026-05-01 23:27:59 +02:00
ZdenekSrotyr
dc03837a7b feat(query-api): better error message when --remote query references a materialized-but-not-rebuilt id
E2E sub-agent finding: `da query --remote "SELECT * FROM <id>"` against a
materialized table that hasn't yet been rebuilt in the server's
analytics.duckdb returns a confusing DuckDB "Table does not exist"
message even though the table is in the registry. Materialized rows
produce parquets at `${DATA_DIR}/extracts/<source>/data/<id>.parquet`,
but the orchestrator's master-view creation is `_meta`-driven — fresh
instances or pre-tick states have the registry row without a
corresponding view, so analysts hit the bare "does not exist" with no
path forward.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Two-part fix in `unregister_table`:

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

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

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

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

Two-part fix:

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

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

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

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

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

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

Full sweep: 2507 passed, 25 skipped, 0 failed (+2 from previous sweep
because of the 2 new regression tests; 8 pre-existing internal_roles
schema-migration failures still ignored per task brief).
2026-05-01 21:21:23 +02:00
ZdenekSrotyr
16938ae7cb fix(materialized): address 4 Devin Review findings on PR #152
Devin Review on commit 7052a235 flagged 4 real bugs in the Keboola
materialized path. All four are fixed; 3 new regression tests pin the
behavior so future refactors can't quietly regress.

BUG_pr-review-job-3fbd31c9_0001 — _run_materialized_pass gated behind 'if bq_project:'
  app/api/sync.py:444-466 wrapped the entire materialized pass (which
  dispatches BOTH BigQuery AND Keboola rows by source_type) in a check
  for data_source.bigquery.project being non-empty. On Keboola-only
  instances this short-circuited and Keboola materialized rows sat in
  table_registry forever without their SQL being evaluated — the feature
  CHANGELOG advertised was dead code on the most common deployment shape.
  Fix: always run the materialized pass; the BQ branch's per-row try/except
  catches the typed BqAccessError(not_configured) the sentinel raises
  when no BQ project is set, so non-BQ instances incur a per-row error
  for any (hypothetical) BQ-tagged row but the Keboola path runs cleanly.
  Log line renamed 'Materialized BQ' → 'Materialized SQL' to match.

BUG_pr-review-job-3fbd31c9_0004 — wrong config key 'url' instead of 'stack_url'
  app/api/sync.py:149 read get_value('data_source', 'keboola', 'url'),
  but the canonical config key documented in instance.yaml.example:111
  and used by app/api/admin.py:1503 + 2359 is 'stack_url'. Production
  Keboola instances would always see an empty URL and fail with the
  'not configured' error. The pre-existing test patched the wrong key
  too, so it passed without catching the mismatch. Fix: use stack_url
  in both sync.py and the test fixture.

BUG_pr-review-job-3fbd31c9_0003 — no atomic write in Keboola materialize_query
  connectors/keboola/extractor.py wrote COPY directly to the final
  '<id>.parquet' path. A mid-COPY failure (network, disk full, extension
  crash) left a partial parquet that the orchestrator rebuild would
  later pick up and serve to analysts. BQ's materialize_query already
  uses a '<id>.parquet.tmp' staging path + os.replace() atomic swap
  (connectors/bigquery/extractor.py:370-445); Keboola now mirrors that
  pattern with the same try/except cleanup on COPY failure.

BUG_pr-review-job-3fbd31c9_0002 — full file read into memory for MD5
  Same file:60-62 used parquet_path.read_bytes() for the MD5 hash.
  Multi-GB Keboola materialized results would OOM on memory-constrained
  containers. BQ's version uses streaming 8 KiB-chunk hashing
  (connectors/bigquery/extractor.py:438-442); Keboola now mirrors it.

Tests:
  - test_run_sync_runs_materialized_pass_on_keboola_only_instance —
    pins BUG_0001's fix; setting bigquery.project='' must NOT skip
    Keboola materialized dispatch
  - test_keboola_materialize_atomic_write_on_failure — pins BUG_0003;
    a mid-COPY RuntimeError leaves no .parquet AND no .parquet.tmp at
    the canonical path
  - test_keboola_materialize_uses_tmp_path_during_copy — documents the
    atomic-write contract: COPY targets .parquet.tmp, final swap to
    .parquet (no .tmp suffix on the result['path'])
  - existing test_run_materialized_pass_dispatches_keboola_to_keboola_extractor
    fixture updated: stack_url instead of url

Full sweep: 2505 passed, 25 skipped, 0 failed (modulo 8 pre-existing
internal_roles schema-migration failures called out in the task brief).
2026-05-01 20:58:17 +02:00
ZdenekSrotyr
b627de8344 feat(diagnose) + docs: warn on USER_PROJECT_DENIED footgun + document all newly-exposed knobs
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)
2026-05-01 20:27:24 +02:00
ZdenekSrotyr
df7f5b1d9a feat(admin-ui): /admin/server-config known-fields registry + structured nested editor
Today /admin/server-config renders fields by iterating Object.keys(payload) on the YAML value — if a key isn't in instance.yaml, the operator can't see it. They have to know to type it via the JSON-patch textarea (which only renders for empty sections) or SSH and edit YAML.

Adds a known-fields registry (`_KNOWN_FIELDS` in app/api/admin.py) the UI consumes alongside the YAML payload. Renderer shows BOTH:
  - existing fields (from YAML) with current value
  - known-but-unset fields with dashed-border placeholder + hint, ready to fill in

Renderer (`renderField`, `renderSection`, `collectSection`):
  - kind="string"|"secret"|"bool"|"int"|"select"|"object"|"array"|"map" — picks input type
  - kind="object" with `fields` — recursive structured form, arbitrary depth (corporate_memory needs 3-4 levels)
  - kind="array" with `item_kind` — vertical stack of typed inputs + add/remove buttons
  - kind="map" with `key_kind` + `value_kind` — key:value rows + add/remove (used for confidence.base, domain_owners, entity_resolution.entities)
  - data-path encoded as JSON segment array so map keys with embedded dots (e.g. 'user_verification.correction') survive collect → patch round-trip
  - .cfg-field.is-unset CSS — dashed border, muted label, italic hint

Sections newly exposed (added to _EDITABLE_SECTIONS):
  - openmetadata: url, token (secret), cache_ttl_seconds, verify_ssl
  - desktop: jwt_issuer, jwt_secret (secret), url_scheme

Known fields populated for existing sections:
  - data_source.bigquery: billing_project (the cause of the 403 USER_PROJECT_DENIED footgun when SA can read but not bill the data project), legacy_wrap_views (bigquery_query() wrap for VIEWs — issue #101 default off, ON for view-heavy deployments), max_bytes_per_materialize (cost guardrail)
  - data_source.keboola: stack_url, project_id (hints; values already populated)
  - ai: base_url (required for openai_compat), structured_output (select)
  - corporate_memory: full schema from instance.yaml.example — distribution_mode, approval_mode, review_period_months, notify_on_new_items, sources.{claude_local_md,session_transcripts}, extraction.{model,sensitivity_check,contradiction_check}, confidence.{base,modifiers,decay.{mode,half_life_months,decay_rate_monthly,floor}}, contradiction_detection.{enabled,max_candidates}, entity_resolution.{enabled,entities}, domain_owners, domains
  - Known partial: confidence.modifiers is map<string, map<string, float>> — falls through to JSON-textarea with TODO; structured editor for that one shape needs more renderer work

Tests:
  - test_admin_server_config_known_fields — registry envelope shape, smoke fixture
  - test_admin_server_config_renderer_depth — 4-level nested objects, arrays of strings, maps of floats, dotted-key safety
  - test_admin_server_config_corp_memory — full corporate_memory schema, 12 fields incl. nested
  - test_admin_server_config — existing tests adjusted for new shape
2026-05-01 20:27:01 +02:00
ZdenekSrotyr
c63f54d643 feat(admin-ui): /admin/tables per-connector tabs + Keboola materialized parity + form cleanup + Manage access deep link
Replaces the single mixed Jinja-branched form at /admin/tables with a per-connector tab interface and brings Keboola to capability parity with BigQuery.

Tab structure:
  - BigQuery tab: Register modal with two-question radio model (Q1 Live | Synced × Q2 Whole | Custom SQL), Discover datasets / List tables / Use-table-as-base autocomplete buttons, table-vs-view auto-detection hint, per-tab listing filter
  - Keboola tab: same two-question radio (Q2 only — no Live mode for Keboola), Custom SQL textarea against kbc."bucket"."table" for materialized rows
  - Jira tab: read-only listing (Jira is webhook-driven; no Register form)
  - Active tab persists in window.location.hash so refresh keeps the operator in place

Form cleanup (within tabs):
  - Drops the misleading 'Sync Strategy' dropdown — runtime never read it (only profiler.is_partitioned() consumes the value for parquet-layout detection); kept in DB for back-compat (Pydantic deprecated)
  - Adds Sync Schedule input to Keboola Register/Edit (was missing — scheduler honored per-table cron via is_table_due() for every source but the Keboola UI had no surface)
  - Hides Primary Key under <details>Advanced with clarifying hint that it's catalog-metadata only (Agnes does not perform upsert/dedup; every sync is a full overwrite)
  - Drops the Strategy column from the registry listing (every Keboola row defaulted to full_refresh after Strategy was hidden — column was noise)
  - Removes the legacy out-of-tab #registerModal + the legacy global Discovery panel; each tab now owns its own header + Register button + listing div

Edit modal:
  - BigQuery Edit modal physically relocated into <section id="tab-content-bigquery"> (mirrors Phase E Register placement)
  - Keboola Edit modal mirrors Register (same Q2 radio, Discover/List buttons via parameterized helpers)
  - openEditModal(table) dispatches by source_type to the right modal — fixes a quiet bug where Phase F's openEditKeboolaModal was never wired up and Keboola edits silently used the legacy modal

Per-row Manage access deep link:
  - Each row in the per-tab listing has a lock-icon button between Edit and Delete that navigates to /admin/access#table:<table_id>
  - admin_access.html bootstrap reads window.location.hash and pre-fills the resource filter, mirroring the existing ?group=<id> deep-link pattern

Tests:
  - test_admin_tables_tab_ui.py — tab nav, hash persistence, register-button-per-tab, listing partition by source_type, Manage access deep link
  - test_admin_tables_ui_materialized.py — two-question radio (BQ + Keboola), Discover/List/Use-as-base buttons, Edit modal parity, Jira read-only
2026-05-01 20:26:29 +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
ZdenekSrotyr
d0b7e122d6 feat(cli): smart local sync — Claude Code SessionStart/SessionEnd hooks + da sync --quiet
The analyst flow becomes a closed loop with the server-curated table catalog:

  - `da analyst setup` writes `<workspace>/.claude/settings.json` with two hooks:
      SessionStart → `da sync --quiet || true`        — pulls fresh RBAC-filtered parquets at session start
      SessionEnd   → `da sync --upload-only --quiet || true` — uploads session jsonl + CLAUDE.local.md
  - `|| true` keeps Claude Code unblocked when the server is down.
  - Workspace-level (not user-home) so the hooks fire only when Claude Code opens this analyst workspace.
  - `da sync --quiet` rewrites the CLI output for hook consumption — 0 stdout on success, single-line error on failure.
  - Existing settings.json is patched (deep-merged), not overwritten; malformed JSON is reported, not silently overwritten.

Tests cover: workspace bootstrap, hook insertion, malformed-json safety, quiet-mode output shape.
2026-05-01 20:25:27 +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
minasarustamyan
4ec5ff44dd
feat(setup): cross-platform TLS bootstrap + marketplace plugin install (#137)
Bootstraps the Agnes Claude Code marketplace + RBAC-allowed plugins from
the dashboard CTA, and inlines the server's TLS cert when the chain isn't
publicly trusted (self-signed / private CA). Cross-platform setup prompt
covers Windows Git Bash, macOS, Linux. Includes Bun-compiled `claude` fix
(macOS goes via git-clone fallback, same as Windows), PAT stripping after
clone, explicit error handling, and four rounds of Devin Review fixes
(phantom step references, $PLATFORM re-detection, heredoc/awk line-count
sync). Cuts 0.21.0.

See CHANGELOG.md [0.21.0] section for details.
2026-04-30 08:56:45 +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