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.
`/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.
* 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)
- Source-mode table: 'Materialized SQL' row now lists both BigQuery AND
Keboola (Keboola gained materialized parity in 0.30.0).
- Two-paragraph operator/analyst overview: admin path through
/admin/tables tabs + RBAC deep-link; analyst path through
da analyst setup hooks.
Detail in CHANGELOG.md [0.30.0] and the GitHub Release prose.
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.
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.
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.
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.
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.
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.
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).
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).
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)
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
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
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.
* fix(tls-rotate): self-signed fallback sets basicConstraints=critical,CA:FALSE
OpenSSL's default '[v3_ca]' config marks CA:TRUE on 'req -x509', which
causes strict TLS stacks (rustls / webpki, used by uv, cargo, and
future versions of pip) to reject the cert with
'invalid peer certificate: CaUsedAsEndEntity' per RFC 5280 §4.2.1.9.
Browsers, curl, and OpenSSL-based clients tolerated the violation,
hiding the bug until a uv user hit it.
Affects every VM running on the self-signed fallback while the corp
PKI hasn't published the real chain yet. Fix lands on the next
agnes-tls-rotate.timer tick (or 'systemctl start
agnes-tls-rotate.service' for an immediate refresh). Existing CSR /
real-cert paths unaffected; only the bring-up fallback regenerates.
* chore(release): cut 0.29.0
---------
Co-authored-by: ZdenekSrotyr <zdenek.srotyr@keboola.com>
* fix(analyst): document BigQuery remote-query capability in bootstrap CLAUDE.md template
Closes#153.
The CLAUDE.md template generated by `da analyst bootstrap` (config/claude_md_template.txt)
covered metrics, sync, corporate memory, and directory layout — but had ZERO
mention of query_mode: "remote", da fetch, da query --remote, or --register-bq.
Result: the AI analyst running in a freshly-bootstrapped workspace had no
idea BigQuery-backed tables existed, no path to fetch unsynced data, and no
fallback for tables not in the catalog.
Validated against /Users/<user>/foundry-ai/foundryai-data-analyst/CLAUDE.md
on 2026-05-01: section confirmed missing. Workspace-level (parent-dir)
CLAUDE.md carried legacy SSH-heredoc instructions but the analyst-level
file (which Claude reads as primary project context) had nothing.
## Changes
### config/claude_md_template.txt (+83)
Added a `## Remote Queries (BigQuery)` section covering:
- Discovery first — `da catalog --json | jq '...'` to see all tables
with their query_mode, then `da schema` and `da describe` for shape.
- Three query patterns:
- `da fetch` (preferred) — materialize a filtered subset locally,
query the snapshot, drop when done.
- `da query --remote` — one-shot server-side execution (cheap probes).
- `da query --register-bq` — hybrid joins between local + ad-hoc BQ.
- `da fetch` estimate-first discipline — rules of thumb on
--select / --where / --estimate / snapshot reuse.
- BigQuery SQL flavor cheat sheet for `--where` (DATE literal,
DATE_SUB, REGEXP_CONTAINS, CAST AS INT64).
- Unknown-table fallback: when a table isn't in `da catalog` at all,
use ad-hoc `--register-bq` if the agnes server SA has BQ access, or
ask admin to register with `query_mode: "remote"` for ongoing use.
- Pointer to `da skills show agnes-data-querying` for deeper guidance.
### docs/setup/claude_md_template.txt (deleted)
Stale 359-line template that documented the deprecated SSH-heredoc
remote_query.sh protocol. No code references it (verified via grep
across .py / .sh / .yml / .md). Removing eliminates two failure
modes:
1. A future refactor accidentally pulling it into a workspace and
shipping deprecated guidance to analyst Claude sessions.
2. Reviewer confusion over which template is canonical.
### CHANGELOG.md
`### Fixed` and `### Removed` entries under [Unreleased].
## Tested
- Manually walked the diff against `da skills show agnes-data-querying`
output on a live VM (foundryai-development) — patterns + flags
match the modern CLI exactly.
- Re-bootstrap test deferred: requires network round-trip; pattern
is identical to existing template substitution path so render is
not at risk.
## Out of scope
- The companion gap that data_description.md often only enumerates
query_mode: "local" tables (no signal that other modes exist) —
separate concern, fix likely belongs in the metadata generator
on the server side, not in the analyst template.
- Encouraging admins to register frequently-queried BQ tables as
`query_mode: "remote"` in the registry — workflow improvement, not
a code bug.
* chore(release): cut 0.28.0
---------
Co-authored-by: ZdenekSrotyr <zdenek.srotyr@keboola.com>
* 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>
* refactor(ops): bake all host artifacts into image, drop every curl-from-main
Replaces the curl-from-main pattern (originally introduced in 0.25.0 for
agnes-auto-upgrade.sh; older for the compose files + Caddyfile) with image-
bundled host artifacts. Same-tag delivery for everything the host runs,
version-pinned by AGNES_TAG, atomically rolled back by reverting the image.
## Motivation
The customer-instance startup template was curling 6 files from
raw.githubusercontent.com on every VM boot:
docker-compose.yml
docker-compose.prod.yml
docker-compose.host-mount.yml
docker-compose.tls.yml
Caddyfile
scripts/ops/agnes-auto-upgrade.sh (added in 0.25.0)
Every one of them already lives inside the image (`COPY . .` copies the
whole repo to /app/). Curling them from the public internet duplicates
content the image already carries and introduces three problems:
1. **Split-brain version pinning.** image_tag pins the docker image to an
immutable digest. The compose files + script bypassed that pinning by
tracking `main` (or the rarely-set compose_ref). A customer pinned to
stable-2026.04.516 could wake up tomorrow with their host artifacts
floating on whatever shipped to main overnight — even though they're
explicitly pinned for stability.
2. **No rollback knob.** Reverting a bad host artifact meant reverting
the upstream PR globally — affects every customer that reboots after
the bad commit. No "rollback for me only" path; tag-pinning gave no
protection.
3. **Public-internet dependency on every boot.** The image is already
pulled from a private registry on the same boot. Reusing that channel
is strictly cheaper than adding a second one. Customers with restricted
egress (no raw.githubusercontent.com reachability) silently broke on
every boot.
## Changes
### Dockerfile (+19 -8)
After `COPY . .` and before the wheel build, an explicit `cp` lifts every
host-side artifact into a stable contract path /opt/agnes-host/:
agnes-auto-upgrade.sh (mode 0755 — host cron driver)
docker-compose.{yml,prod,host-mount,tls}.yml
Caddyfile (mode 0644)
Why a copy instead of pointing at /app directly: /app is owned by uid 999
(USER agnes); /opt/agnes-host is root-owned, mode 0755 across the board,
stable path that won't shift if /app structure refactors.
### infra/modules/customer-instance/startup-script.sh.tpl (+22 -36)
Replaced six curls and the standalone agnes-auto-upgrade.sh extract block
(introduced earlier in this PR) with one extract sequence in section 3:
docker pull "$${IMAGE_REPO}:$${IMAGE_TAG}"
EXTRACT_CONTAINER=$(docker create "$${IMAGE_REPO}:$${IMAGE_TAG}")
trap "docker rm '$EXTRACT_CONTAINER' >/dev/null 2>&1 || true" EXIT
docker cp "$EXTRACT_CONTAINER:/opt/agnes-host/." "$APP_DIR/"
docker cp "$EXTRACT_CONTAINER:/opt/agnes-host/agnes-auto-upgrade.sh" /usr/local/bin/agnes-auto-upgrade.sh
chmod +x /usr/local/bin/agnes-auto-upgrade.sh
The auto-upgrade section (#6) is now a no-op — script is already in place.
### infra/modules/customer-instance/variables.tf (+1 -1)
`compose_ref` marked DEPRECATED in description. Default unchanged for
one release cycle to avoid breaking existing terraform plans. Will be
removed in a future major bump.
### CHANGELOG.md
`### Changed` entry under [Unreleased] — supersedes the narrower entry
this PR previously had (which only covered the script).
## Out of scope (filed as follow-ups)
1. **agnes-the-ai-analyst-infra/startup.sh (operator deploy)** still
curls the same artifacts from main. Symmetric fix needed there.
Will file as a separate PR against the infra repo.
2. **Self-update inside agnes-auto-upgrade.sh** after a successful
`docker compose pull` of a new digest. Otherwise the running cron
keeps using the OLD baked-in script for one tick after image upgrade.
~10 LOC. Deferred to keep this PR scoped.
3. **scripts/ops/agnes-tls-rotate.sh** has the same shape — host-side
bash currently sourced via the infra repo. Should follow the same
bake-into-image pattern.
## Tested
- Local: `docker build .` succeeds with the new RUN block.
- `docker create` + `docker cp /opt/agnes-host/.` round-trips all 6
artifacts; sha matches each source file.
- Not yet tested on a live VM bring-up — that requires a CI image with
this Dockerfile change. **Recommend reviewer trigger CI build, then
do a single VM-recreate against a dev VM (e.g. foundryai-development)
to confirm the extract path works end-to-end before merge.**
## Compatibility
- Existing VMs running 0.25.0 are unaffected — they have host artifacts
in place from `curl from main` already; this PR doesn't touch them.
They pick up the new pattern only on next VM recreate.
- VMs pinned to an image_tag *older* than this PR (no /opt/agnes-host
in the image) would FAIL the docker cp. Current diff fails-loud (no
fallback). Recommend operators upgrade to a fresh-enough image_tag
alongside the template upgrade — same coupling as any compose-flag bump.
* docs(infra): document image_tag >= v0.26.0 minimum on prod/dev_instances
The new startup script extracts host artifacts from /opt/agnes-host/
inside the image — a directory added in this PR (will ship as v0.26.0).
Pinning image_tag to an older tag would fail-loud at first boot with
'docker cp: No such file or directory'. Existing VMs are unaffected
because the module ignores metadata_startup_script changes.
Devin ANALYSIS_0004 on PR #149.
* fix(changelog): mark BREAKING + drop private-repo reference
Per CLAUDE.md, breaking changes start with **BREAKING** so operators
can grep before bumping the pin. The image_tag minimum constraint
introduced here qualifies — older tags fail-loud at first boot.
Also drop the explicit 'agnes-the-ai-analyst-infra' name from the
entry; the OSS distribution shouldn't reference operator-side
deploy templates by their private-repo names. Generic 'consumer-
side deploy templates' wording instead.
Devin BUG_0001 + WARN_0001 on PR #149.
* chore(release): cut 0.26.0
---------
Co-authored-by: ZdenekSrotyr <zdenek.srotyr@keboola.com>
* fix(ops): fail-fast guard in agnes-auto-upgrade — refuse to start containers if config disk not mounted
Companion to keboola/agnes-the-ai-analyst-infra#62. Same incident:
foundryai-development 2026-04-30, marketplaces / DuckDB / session secret
written to /data (sdb) instead of the config disk (sdc), wiped on next
container recreate.
## Why an app-side guard
agnes-auto-upgrade.sh fires every 5 min on every VM. If `/data/state` is
not on the config disk (because of the propagation regression fixed by the
infra PR, or the boot-time udev race fixed by infra #58, or any future
mount-loss path), this script previously ran `docker compose up -d`
anyway — and the app silently wrote state onto the wrong disk. Next
recreate, that state was gone.
The boot-time fixes in infra are preventive. This is the runtime backstop.
## Behavior
Before the existing pull/up logic, when /dev/disk/by-id/google-config-disk
exists on the VM:
1. Up to 3 mount-and-verify attempts with backoff (2s, 4s, 6s).
- Mount the config disk if /data/state is not a mountpoint.
- Detect mismatch: if /data/state is mounted from the wrong source,
umount and retry.
2. After the loop, assert findmnt source matches the config disk.
- On mismatch: `logger -t agnes-auto-upgrade FATAL` + exit 1. systemd
marks the service failed; no docker compose action runs; existing
containers (if any) keep running on stale state, but no new write
lands on the wrong disk.
3. Once verified mounted: re-apply `mount --make-rprivate /data /data/state`
on every run. Idempotent. Guards against propagation regressions
sneaking back in via future docker / kernel changes.
VMs without a config disk (foundryai-poc, single-disk legacy) skip the
whole block — the `if [ -e $CONFIG_DEVICE ]` guard.
## Tested
Patched script installed on foundryai-development as a hotfix; manual run
post-migration was a no-op (digest unchanged); /data/state stayed on sdc
across a full `docker compose down + up -d` cycle.
## Rollout
- This file is fetched by infra startup.sh from
raw.githubusercontent.com/keboola/agnes-the-ai-analyst/main on every
boot. Once merged to main, all VMs pick up the new script on their
next boot — no infra recreate needed.
- For immediate rollout to running VMs without waiting for next boot:
`scp scripts/ops/agnes-auto-upgrade.sh <vm>:/tmp/ &&
ssh <vm> sudo install -m755 -o root -g root /tmp/agnes-auto-upgrade.sh
/usr/local/bin/agnes-auto-upgrade.sh` (already done on
foundryai-development).
* chore: vendor-agnostic comment + changelog text
Drop customer-specific VM names from the script comment and
CHANGELOG entry. The OSS distribution should not name a particular
operator's hosts; the technical description already conveys why
the guard exists.
* fix(ops): suppress mount stderr in retry loop
Match the rest of the script's error-tolerant idiom (2>/dev/null).
Mount failures in the cold-boot udev race the loop is designed
to handle gracefully should not flow to stdout — cron would mail
on every transient retry.
Devin BUG_0001 on PR #146.
* fix(changelog): move auto-upgrade entry to [Unreleased]
Entry landed under v0.20.0 because that section was [Unreleased]
when this branch first opened — releases v0.21–v0.24 cut in the
meantime stranded it inside an already-released section. Move it
back where new entries belong.
Devin BUG_0001 on PR #146.
* fix(infra): single-source agnes-auto-upgrade.sh via curl from main
Replace the inline heredoc copy of the auto-upgrade script in the
customer-instance Terraform startup template with a curl fetch from
raw.githubusercontent.com on every boot. The inline copy had drifted
several iterations behind canonical scripts/ops/agnes-auto-upgrade.sh
(missing TLS overlay detection, array-form COMPOSE_FILES, and now
the config-disk fail-fast guard from this PR).
Devin ANALYSIS_0001 on PR #146.
* fix(infra): fetch docker-compose.tls.yml unconditionally + document coupling
The canonical agnes-auto-upgrade.sh from main detects TLS at runtime
via cert files on disk, regardless of the TLS_MODE Terraform variable.
Certs can appear after boot via agnes-tls-rotate.sh or manual
provisioning, and the cron job would then fail every 5 min under
'set -euo pipefail' because docker-compose.tls.yml was never fetched.
Also document the main-vs-COMPOSE_REF coupling: when the canonical
script references a new compose file, the fetch list above must be
updated to match — pinned-ref VMs would otherwise break.
Devin BUG_0001 + ANALYSIS_0001 on PR #146.
* fix(ops,infra): unconditional Caddyfile + skip tls overlay if missing
Caddyfile fetch now matches docker-compose.tls.yml: unconditional in
startup-script.sh.tpl. Without it, Docker would auto-create an empty
directory at the bind-mount target and Caddy would crash-loop while
the tls overlay has already closed :8000 — making the app
unreachable on any non-caddy VM where certs land via rotate or
manual provisioning.
Defensive layer: agnes-auto-upgrade.sh now also requires Caddyfile
to exist (size > 0) before activating the tls profile, with a
WARN log if it's missing. Belt-and-suspenders so the failure mode
is contained even when the script is deployed by some other path
(not just the customer-instance TF module).
Devin BUG_0001 on PR #146.
* chore(release): cut 0.25.0
---------
Co-authored-by: ZdenekSrotyr <zdenek.srotyr@keboola.com>
The script's `mkdir -p` left ownership of `/data/state/certs/` to whichever
process won the create race — root when systemd's timer fired before the
app container's first volume init, UID 999 when the container ran first.
With mode 700, a root-owned dir blocks the UID-999 agnes container from
reading its own fullchain.pem; `_read_agnes_ca_pem()` returns None, and
the cross-platform TLS trust block (Step 0 from PR #137) silently
disappears from the /install setup prompt. Operators on the unlucky-race
VMs got a setup prompt that couldn't bootstrap client trust against the
self-signed host. Existing VMs self-heal on next timer tick.
* 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.
Three CI fixes triggered by the failed PR #137 deploy:
1. scripts/smoke-test.sh: assertion 8 was hitting /api/admin/tables (renamed to /api/admin/registry long ago). The 404 was treated as deployment regression and triggered the auto-rollback. Same stale URL also fixed in CLAUDE.md, README.md, dev_docs/server.md.
2. .github/workflows/release.yml smoke-test job: added Log in to GHCR step. The auto-rollback's docker push :stable was failing with 'unauthenticated' because the smoke-test job had no GHCR login of its own — leaving :stable pointing at the broken image.
3. Rollback step gained GH_TOKEN env, AND the workflow's permissions block gained issues:write. Both were needed for gh issue create to actually create the alert issue (was silently swallowed by the || echo fallback).
Manual cleanup outside this PR: :stable currently points at the broken PR #137 image — needs manual retag back to stable-2026.04.505.
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.
