Sweep operator runbooks (docs/QUICKSTART, docs/HEADLESS_USAGE,
docs/architecture, docs/sample-data, docs/agent-workspace-prompt,
docs/metrics/metrics.yml, dev_docs/server, dev_docs/disaster-recovery),
the corporate-memory service README, the jira connector README + backfill
scripts, the deploy skill, and test docstrings. Replaces `da sync` →
`agnes pull`, `da analyst setup` → `agnes init`, `da metrics ...` →
`agnes catalog --metrics` / `agnes admin metrics ...`, `da fetch` →
`agnes snapshot create`, plus the matching docker-compose admin
invocations.
Vendor-specific `/opt/data-analyst/` install paths in jira backfill /
consistency scripts and operator docs are replaced with the
placeholder `<install-dir>` and a new `AGNES_ENV_FILE` env-var override
that lets a deployment inject its actual install path without a code
change. Aligns with the OSS vendor-agnostic policy in CLAUDE.md.
CHANGELOG `### Internal` entry summarizes the audit and reaffirms the
intentional stale-marker tuples (`_LEGACY_STRINGS`, `_OUR_COMMAND_MARKERS`)
that must keep referencing `da sync` / `da fetch` / etc. for hook upgrade
and override-detection logic.
- CONFIGURATION.md: remove Flask/SendGrid/WEBAPP_SECRET_KEY references,
update env vars to JWT_SECRET_KEY and SESSION_SECRET, point to
config/.env.template and config/instance.yaml.example
- disaster-recovery.md: rewrite for Docker volumes; cover GCP disk
snapshot backup/restore and full VM rebuild; drop systemd/nginx/SSH
- server.md: strip rsync, systemd, nginx, Linux group, and sudo
sections; keep Docker Compose operations, log viewing, health checks,
sync/admin CLI, and Jira webhook procedures
- Replace padak/tmp_oss → keboola/agnes-the-ai-analyst in all docs, infra, CLI
- Replace your-org/ai-data-analyst → keboola/agnes-the-ai-analyst in README, Jira docs
- Remove real GCP project ID from terraform.tfvars.example
- Delete internal draft documents (dev_docs/draft/)
- Update infra/main.tf to clone from main branch
H1 - Sanitize dev_docs/ for public release:
- Replace all real employee names with generic placeholders
(padak->admin1, matejkys->admin2, dasa->admin3, petr->john, etc.)
- Replace GCP project ID (kids-ai-data-analysis -> your-gcp-project)
- Replace server hostname (data-broker-for-claude -> your-server)
- Replace real IP address (34.88.8.46 -> YOUR_SERVER_IP)
- Replace internal FQDN with placeholder
- Covers: security.md, server.md, disaster-recovery.md, desktop-app.md,
session_explore.md, plan-rsync-fix.md, draft/*.md
H3 - webapp-setup.sh: validate sudoers syntax BEFORE copying to /etc/sudoers.d
- Prevents broken sudo if syntax is invalid
- Uses install -m 440 for atomic copy with correct permissions
M1 - setup.sh: deploy user created with /usr/sbin/nologin instead of /bin/bash
- CI/CD service account does not need interactive shell
M2 - config/loader.py: warn on missing env vars, validate webapp_secret_key
- _resolve_env_refs now logs warnings for unset ${ENV_VAR} references
- _validate_config checks auth.webapp_secret_key is non-empty
- Prevents Flask signing sessions with empty secret key
All 118 tests pass.
Phase 1 - Internal reference cleanup:
- Delete dev_docs/meetings/ (internal meeting notes/transcripts)
- Replace hardcoded usernames (padak/matejkys/dasa) with deploy/generic
- Replace "Internal AI Data Analyst" with "AI Data Analyst"
- Replace keboola/internal_ai_data_analyst URLs with your-org/ai-data-analyst
- Replace /tmp/keboola_load/ with /tmp/data_analyst_staging/ in dev_docs
Phase 2 - Deployment hardening:
- Tighten sudoers wildcards to explicit paths (visudo, sudoers cp)
- setup.sh creates all groups (data-ops, dataread, data-private) and deploy user
- webapp-setup.sh copies sudoers-webapp from repo instead of inline definition
- deploy.sh conditional copy for data_description.md (not in git for OSS)
- deploy.sh ownership changed to deploy:data-ops for /data/{scripts,docs,examples}
Phase 3 - Config and misc:
- Add ${ENV_VAR} interpolation to config/loader.py
- Expand config/instance.yaml.example with all sections (admins, deployment, auth, etc.)
- Create config/.env.template for secret values
- Add MIT LICENSE
- Fix .gitignore: add .venv/, docs/data_description.md
- Fix README.md: CSV status Planned, remove metrics/, update license text
- Translate Czech comments in requirements.txt to English
- Fix test_account_service.py: mock username mapping instead of relying on instance config
All 118 tests pass.
Open-source AI data analyst platform extracted from internal repo.
Includes data sync engine, Keboola adapter, Flask web portal,
server deployment scripts, and configuration templates.
