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120 commits

Author SHA1 Message Date
ZdenekSrotyr
df2c33147c fix: Devin Review on #194 round 2 — 3 BUG-class findings
1. instance.yaml overlay path now matches read site under STATE_DIR.
   Three sites updated:
     - app/api/admin.py:1005 (server-config endpoint writer)
     - app/api/admin.py:2610 (configure endpoint writer)
     - app/instance_config.py:106 (overlay reader)
   All three now go through _state_dir() so under flat-mount layout
   (STATE_DIR=/data-state) the irreplaceable instance.yaml overlay
   lands on the state disk (sdc) instead of the regenerable data
   disk (sdb). Without this fix, .env_overlay correctly went to the
   state disk while instance.yaml went to the data disk — config
   would be lost if an operator wiped sdb.

2. Strip customer-specific tokens from OSS repo per CLAUDE.md
   vendor-agnostic rule:
     - docker-compose.host-mount.yml: 'a deployer (Groupon FoundryAI)'
       → 'a deployer in production'
     - docker-compose.flat-mount.yml: 'caused 2026-05-05 in the
       Groupon FoundryAI deployment' → generic 'production failure
       mode'
     - docs/state-dir.md: rewrote the incident reference to describe
       the failure mode abstractly without naming the deployment;
       updated the recommendation table to say 'shadow-mount class'
       instead of dating the specific incident.

3. Updated docs/state-dir.md 'What reads STATE_DIR' to list all
   read/write sites including the three migrated in this round
   (admin.py, instance_config.py, marketplaces.py).

ANALYSIS finding (tls-rotate.sh hardcoded host-mount.yml) deferred
— same operator-side class as auto-upgrade.sh hardcoded host-mount,
documented limitation per the PR body.
2026-05-05 20:02:50 +02:00
Vojtech Rysanek
a303de0372 feat: STATE_DIR env var + flat-mount overlay (parallel disks)
Introduces STATE_DIR as the single source of truth for the writable
state directory path, with backward-compatible default of
${DATA_DIR}/state. Pairs with a new docker-compose.flat-mount.yml
overlay that mounts the state disk in PARALLEL to the data disk
(rather than nested under it).

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

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

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

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

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

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

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

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

Companion to PR #191 (drop named-volume driver_opts in host-mount.yml).
That PR fixes the immutability footgun for Layout A; this PR offers
Layout B as the architectural alternative.
2026-05-05 19:28:07 +02:00
ZdenekSrotyr
c3df03beb3 fix(compose): drop corporate-memory + session-collector services (#176)
**BREAKING** for operators using `COMPOSE_PROFILES=full` or custom
Compose overrides that referenced these stanzas — they're gone in
docker-compose.yml and docker-compose.prod.yml. The scheduler-v2 model
(previous commit) is now the sole driver: every cadence is a job in
services/scheduler/__main__.py:JOBS hitting an admin HTTP endpoint.

Why drop instead of keep behind `profiles: [full]`:
- The previous stanzas were tight `restart: unless-stopped` boot loops.
  When the scheduled run ended (every cycle), Docker re-spawned the
  container, defeating any cadence the service intended.
- The whole point of #176 is that there's now exactly one driver. Two
  drivers (scheduler HTTP + standalone container loop) would race on
  the same /data/user_sessions and knowledge_items writes.
- Removing the stanzas is a louder signal than commenting them out —
  operators upgrading get a clean failure mode (no stale containers),
  not a silently double-driven pipeline.

The Python entry points (services/{corporate_memory, session_collector,
verification_detector}/__main__.py) stay — they're still callable from
the CLI for manual one-shot runs and from the new admin endpoints.

docs/architecture.md updated to reflect the new schedule table.
tests/test_docker_compose.py pins the contract: the two services must
not reappear under either Compose file.
2026-05-04 23:59:44 +02:00
ZdenekSrotyr
9334beed15 refactor(setup-instructions): drop role param; collapse analyst/admin into one layout
Removes the `role: Literal["analyst", "admin"]` parameter from
`resolve_lines` / `render_setup_instructions` and deletes the
`_resolve_analyst_lines`, `_analyst_init_lines`, `_analyst_finale_lines`
helpers. The unified flow now always emits `agnes init` (the
workspace-rails delivery mechanism) in place of the legacy
`agnes auth import-token` + `agnes auth whoami` pair, and uses
`agnes catalog` as the smoke-verify step.

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

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

Plan: docs/superpowers/plans/2026-05-04-unified-setup-prompt.md task 1.
2026-05-04 22:08:48 +02:00
ZdenekSrotyr
8233c3e3f9 chore(docs): replace stale da verbs and vendor-specific install paths
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.
2026-05-04 21:22:19 +02:00
ZdenekSrotyr
8890b6f09b fix(post-merge): clean up stale da verbs introduced via #174 merge
Four call sites where #174 (branched from main before the agnes rename
fully landed in some files) emitted or referenced `da fetch`. None are
operator-visible runtime crashes — but `extractor.py` logs a stale
verb to the operator log and `DATA_SOURCES.md` is current docs:

- connectors/bigquery/extractor.py:431,434 (operator-facing log line on
  unverified BQ entity_type — was suggesting `da fetch`).
- docs/DATA_SOURCES.md:77,85 (current public docs, two refs to
  `da fetch` in the workflow + the BQ scope description).
- tests/test_cli_query_render.py:7 (module docstring listed
  `da fetch / agnes schema / etc.` — now `agnes snapshot create / agnes
  schema / etc.`).
- tests/test_cli_snapshot_create.py:1 (docstring referenced `(folded
  from `da fetch`)` — historical, removed; no value once the rename
  landed).

Pre-existing stale `da` references elsewhere in the branch (templates,
operator runbooks, internal comments) are not touched by this commit —
they live outside the merge surface and are a separate cleanup task.

Verified: 10/10 across the affected test files pass.
2026-05-04 20:57:36 +02:00
ZdenekSrotyr
d8dc7c7799 fix: update legacy-string assertions in tests + onboarding template
Caught by my own broader test scope after Devin fixes — three test files
asserted on user-visible strings that were renamed by the bootstrap PR
but the assertions weren't updated:

- tests/test_api_query_guardrail.py:110 — asserted `da fetch in suggestion`
  on /api/query 400 response. Renamed to `agnes snapshot create`.
- tests/test_query_materialized_error_message.py:56 — asserted `da sync`
  in materialized-not-yet error detail. Renamed to `agnes pull`.
- tests/test_cli_error_render.py:71 — fixture data + assertion both
  carried `da fetch`. Updated to `agnes snapshot create`.

Plus an actual content miss: docs/setup/claude_settings.json (a template
shipped to operators) still installed `da sync` / `da sync --upload-only`
hooks. The companion test file (tests/test_setup_hooks_template.py) was
asserting that legacy state. Updated both:
- Template hooks: `agnes pull --quiet` / `agnes push --quiet`
- Test assertions + function name match the new commands
2026-05-04 20:08:07 +02:00
ZdenekSrotyr
cd8dd9508c docs(testing): add coverage honesty + prerequisites to E2E plan
Adds three sections to the E2E plan:
- "Coverage honesty" — explicit list of what the plan reveals () and
  what it does NOT (, with reasoning per gap)
- "Recommended additional coverage layers" — Tier 1/2/3 with realistic
  coverage estimates (~70 %  / ~80 %  / ~95 %  / ~98 %)
- "Prerequisites" table — what's needed on the VM, with fallback
  behavior per missing item

The plan is intentionally not exhaustive. Goal is to surface the worst
contract violations fast, not to prove correctness across all real-world
environments. Documenting the gap explicitly so operators don't ship
on a false sense of "tests passed = production-ready."
2026-05-04 19:59:47 +02:00
ZdenekSrotyr
d311b07d5d docs(testing): E2E verification plan for clean-analyst-bootstrap (PR #173) 2026-05-04 19:41:50 +02:00
ZdenekSrotyr
cc84222216 docs: clean-install manual protocol in release checklist 2026-05-04 19:23:01 +02:00
ZdenekSrotyr
ed371c84d1 refactor(docs): sweep DA_* env vars + surviving da-verbs in docs/*.md (Task 0.5 fix) 2026-05-04 16:43:15 +02:00
ZdenekSrotyr
841dcc8447 docs(spec+plan): round-4 review fixes — rename hygiene
5 must-fixes from rename-hygiene review:

- B1: test command arrays ["da", ...] -> ["agnes", ...] in spec lines
  433-446, 466, 502 and plan reader smoke matrix + clean-install
  integration tests + readers-in-pre-init test (39 occurrences)
- B2: ~/.local/bin/da -> ~/.local/bin/agnes (binary path string in
  spec data flow + plan AGNES_WORKSPACE.md uninstall table)
- B3: CHANGELOG missing BREAKING bullet for binary rename — added in
  both spec and plan CHANGELOG drafts
- B4: plan CHANGELOG typo "previous agnes status" -> "previous da
  status" (server-health overview was historically da status)
- B5: spec Components table missing row for the binary rename — added
  Client-side row mapping pyproject.toml + cli/main.py changes to
  plan Task 0
2026-05-04 15:57:07 +02:00
ZdenekSrotyr
5e7fa418d1 docs(spec+plan): rename CLI binary from da to agnes (BREAKING)
- Spec rev 5: branding consistency. New CLI verbs use agnes prefix
  (agnes init, agnes pull, agnes push, agnes catalog, agnes status,
  agnes snapshot create, agnes admin, …).
- Plan: add Phase 0 / Task 0 — pyproject.toml [project.scripts] entry
  rename to "agnes = cli.main:app" + Typer(name="agnes") in cli/main.py.
- Legacy command references (da sync, da fetch, da analyst setup,
  da metrics) keep their da prefix throughout — they're historical
  artifacts being removed (preserved in CHANGELOG Removed section,
  _LEGACY_STRINGS constant for admin override scan, etc.).

Bulk rename via Python regex with verb whitelist: 286 verb refs
rewritten in plan, 265 in spec; 104+72 legacy refs restored to "da"
post-pass (false positives where the doc was describing the legacy
flow being replaced).
2026-05-04 15:50:44 +02:00
ZdenekSrotyr
fb8f55c335 docs(plan): clean-analyst-bootstrap implementation plan
25 tasks across 6 phases:
- Phase 1: server-side foundation (PAT scope/TTL, legacy-strings scan,
  /setup?role= branching, claude_md_template)
- Phase 2: cli/lib/ shared-library tree (hooks.py, pull.py)
- Phase 3: new commands (init, pull, push, status, diagnose system,
  snapshot create, catalog --metrics, admin metrics)
- Phase 4: wiring + delete obsolete (sync, fetch, analyst, metrics)
- Phase 5: test fixtures + reader smoke matrix + clean-install integration
- Phase 6: CHANGELOG + final verification

TDD discipline throughout: test → fail → implement → pass → commit per task.
2026-05-04 15:22:10 +02:00
ZdenekSrotyr
b2cc6517aa docs(spec): rev 4 — round-3 review fixes; cleared for implementation
Round-3 review (2 load-bearing + 5 quality-of-life):
- web_session fixture endpoint: POST /auth/password/login/web (form),
  not POST /auth/token (which doesn't exist); PAT mint requires session
  cookie via require_session_token
- Renderer wording: "adopt" not "reuse" — da init/da pull are first-time
  adopters; synthetic {"detail": {"kind": ..., "hint": ...}} pattern
  documented (cli/commands/query.py:152, 165)
- cli/lib/__init__.py mention for Hatchling wheel inclusion
- _LEGACY_STRINGS constant + _scan_legacy_strings helper home named in
  app/api/claude_md.py
- /api/welcome?server_url= query param explicit in data flow
- ttl_seconds upper bound 315_360_000 (matches existing 3650 d cap)
- Conftest line range 50-82 -> 50-83
2026-05-04 15:10:40 +02:00
ZdenekSrotyr
b52a37b680 docs(spec): rev 3 — round-2 review fixes + main-sync (post-0.32.0)
Round-2 review (N1-N10):
- N1 Token CLI keeps current `da auth token` location (not top-level)
- N2 `da catalog --metrics --show <id>` decided in Components, dropped
  from Open questions
- N3 `_install_claude_hooks` migrated to new `cli/lib/hooks.py` module
- N4 Test sentinel `__nonexistent__` documented in fixtures
- N5 `web_session` fixture uses real `POST /auth/token` with seeded password
- N6 `AGNES_WORKSPACE.md` content asserts (PAT not leaked, placeholders
  substituted) added to clean-install integration test
- N7 Admin UI legacy-strings banner concretized: `legacy_strings_detected`
  field + yellow banner in `/admin/workspace-prompt` editor
- N8 `da metrics export/validate` relocate to `da admin metrics …`
  alongside `import`
- N9 Bootstrap PAT verify endpoint switched from `/api/health` (unauth)
  to `/api/catalog/tables` (PAT-validating, matches `da auth import-token`)
- N10 New `cli/lib/pull.py` and `cli/lib/hooks.py` modules inventoried

Main-sync (rebased on 0.32.0 / #160):
- Reconsidered: keep `da skills list / show` as analyst-side discovery
  (skill content was strengthened by #160 cost-guardrail/registry rails)
- Bigger CLAUDE.md (repo-root) rewrite scope acknowledges new sections
- `cli/error_render.py` (added in 0.32.0) reused by `da init` and
  `da pull` for consistent typed-error UX
- Test fixtures piggyback on autouse `_reset_module_caches` from
  tests/conftest.py:50-82 (added in 0.32.0)
2026-05-04 15:05:44 +02:00
ZdenekSrotyr
973e96e6af docs(spec): apply round-1 review — orphan/wiring fixes
11 minimum edits + minor cleanups from first review pass:

- TTL field: add `ttl_seconds` alongside existing `expires_in_days` in
  PAT request, force-clamp to 1h for scope=bootstrap-analyst
- Drop layered per-workspace config (no defined producer; multi-instance
  is edge case) — moved to Open questions
- CLAUDE.md producer: explicit `GET /api/welcome` flow, address admin
  DB-override migration
- URL: `/install` → `/setup?role=...` (matches existing routing; legacy
  `/install` keeps 302 redirect)
- `da metrics import` → relocated under `da admin metrics import`
- Repo-root CLAUDE.md added to rewritten files list
- CLI surface: enumerate `da explore`, `da disk-info`, `da snapshot
  refresh/prune`, full `da snapshot create` flag list, `da push` flags
- Test fixtures section: contracts for `fastapi_test_server`, `test_pat`,
  `test_pat_no_grants`, `zero_grants_workspace`, `web_session`, `client`
- Cleanups: line ref for `_install_claude_hooks`, admin-namespace
  disclaimer, `da init`-doesn't-call-`da auth login` note, audit-log
  consumer note for PAT scope, `{workspace_path}` placeholder usage
2026-05-04 14:59:40 +02:00
ZdenekSrotyr
8cbf0aa818 docs(spec): clean analyst bootstrap — greenfield redesign
Single-paste web→Claude Code workspace bootstrap. PAT-only auth,
non-interactive `da init`, slim CLI surface (init/pull/push/snapshot),
lazy-mkdir contract for empty-folder discipline, AGNES_WORKSPACE.md
human docs, layered per-workspace config, comprehensive clean-install
verification protocol.

Greenfield rewrite — drops `da analyst setup`, `da sync`, `da fetch`,
`da metrics`, `da skills`. Removes legacy `data/{parquet,duckdb,metadata}/`
and `user/artifacts/` workspace dirs.
2026-05-04 14:59:40 +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
4aa96f2546 docs(specs): #160 implementation spec for da query --remote VIEW fix
Spec for the upcoming fix: when query_mode='remote' BigQuery rows have a
VIEW or MATERIALIZED_VIEW entity, da query --remote currently fails with
DuckDB catalog error because the extractor (with legacy_wrap_views=False
default) skips master view creation for those entity types.

Plan:
- always create master view (Storage Read API for BASE TABLE; jobs API
  via bigquery_query() for VIEW/MATERIALIZED_VIEW); remove the
  legacy_wrap_views config knob entirely
- add server-side cost guardrail on /api/query (5 GiB default cap,
  per-user daily-byte + concurrent-slot quota shared with /api/v2/scan)
- close pre-existing RBAC hole on direct bq."ds"."tbl" references
  (registry-gated; admin must register first)
- add bigquery_query() to SQL blocklist (closes function-call backdoor)
- shared CLI structured-error renderer (cli/error_render.py) so typed
  BqAccessError details render readably instead of raw JSON dumps
- /admin/server-config: BQ "Test connection" button + placeholder for
  billing_project showing the resolved fallback to data project

TDD plan in 6 phases / 11 commits — see spec section 6.
2026-05-04 10:31:35 +02:00
ZdenekSrotyr
65e39a087d docs+tests: Agent Workspace Prompt + drop stale BREAKING markers
- CHANGELOG.md: add Agent Workspace Prompt bullets under [Unreleased]; remove
  stale BREAKING (CLI) and BREAKING (API) bullets about CLAUDE.md removal and
  GET /api/welcome deletion — both behaviors are restored in this PR; replace
  with a neutral Changed bullet describing da analyst setup writing CLAUDE.md
- docs/agent-workspace-prompt.md: operator reference for the feature (when
  written, editing via UI/API, template language, full placeholder table,
  Jinja2 examples, reset to default)
2026-05-03 22:44:22 +02:00
ZdenekSrotyr
d18bc4c8f7 fix(api): align PUT validation autoescape with runtime (False); docs match 2026-05-03 21:30:24 +02:00
ZdenekSrotyr
c4d23cf235 feat(admin-prompt): update editor UX + docs for banner context
- admin_welcome.html: update subtitle, description, placeholder cheatsheet
  (drop tables/metrics/marketplaces/sync_interval; add user-null note and
  security note). Textarea initial value is now empty (no default template
  to show). Preview pane uses innerHTML (HTML output). refreshStatus sets
  editor to empty when no override. Preview pane styled as light surface.
  Reset modal copy updated (no banner shown, not "OSS-shipped template").
- config/claude_md_template.txt: deleted (markdown template is gone;
  default is now no banner).
- docs/agent-setup-prompt.md: rewritten for variant C — describes the
  /setup banner, smaller placeholder table, security/sanitization notes,
  anonymous-user guard, example HTML snippet.
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
1c07977d84 docs: welcome-template customization reference 2026-05-03 16:10:48 +02:00
ZdenekSrotyr
96281f884c docs: implementation plan for customizable welcome prompt 2026-05-03 16:10:48 +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
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
Vojtech
bd7b8c3233
fix(analyst): document BigQuery remote-query capability in bootstrap CLAUDE.md template (#154)
* 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>
2026-05-01 12:06:41 +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
ZdenekSrotyr
83adf01bde
fix(v2): #134 BigQuery cross-project errors return structured 502/400 + BqAccess facade (#138)
* docs(spec): #134 unify BigQuery access behind BqAccess facade

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

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

Incorporates code-reviewer findings:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Devin BUG_0001 + BUG_0002 round 5 on PR #138.

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

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

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

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

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

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

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

* chore(release): cut 0.22.0

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

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

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

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

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

Cuts release 0.19.0. See CHANGELOG for full notes incl. Known Limitations.
2026-04-29 22:06:30 +02:00
minasarustamyan
c940593a90
feat(auth): Google Workspace group prefix filter + system mapping (#131)
Three new env vars wire the Google OAuth callback to a configurable Workspace prefix and route admin/everyone Workspace groups onto the seeded system rows: AGNES_GOOGLE_GROUP_PREFIX, AGNES_GROUP_ADMIN_EMAIL, AGNES_GROUP_EVERYONE_EMAIL. Login gate redirects users with no prefix-matching group to /login?error=not_in_allowed_group. BREAKING: auto-Everyone membership for new users removed. Admin UI/API are read-only on Google-managed groups. See docs/auth-groups.md.
2026-04-29 14:08:04 +02:00
ZdenekSrotyr
1824b9dd9c
feat(admin): #108 M1 — BigQuery table registration in UI + CLI (#119)
Issue #108 Milestone 1. Adds BigQuery table registration via /admin/tables UI and `da admin register-table` CLI without hand-editing table_registry. POST /api/admin/register-table/precheck for round-trip validation. --dry-run flag on CLI. Audit-log entries on register/update/unregister. PUT /api/admin/registry/{id} now preserves registered_at (closes #130).
2026-04-29 13:18:31 +02:00
ZdenekSrotyr
61f6b8d2d5
feat(ci+tests): deploy safety audit — linting, rollback, smoke tests, 50+ new tests (#120)
Comprehensive deploy safety audit implementing 19 improvements across CI/CD pipeline, test coverage, and source code.

### CI/CD Pipeline
- ruff + mypy added to both release.yml and keboola-deploy.yml (continue-on-error)
- Smoke test added to keboola-deploy.yml (was missing)
- Automatic rollback on smoke test failure in release.yml
- Expanded smoke-test.sh with catalog, admin/tables, marketplace.zip, metrics
- Required status checks via .github/settings.yml
- Dependabot + CODEOWNERS + pre-commit hooks + ruff config

### Source Code
- DB schema version check in /api/health (db_schema: ok/mismatch/unhealthy)
- Config versioning (config_version: 1 in instance.yaml, non-blocking validation)
- BigQuery extractor ATTACH error handling (try/except around INSTALL+ATTACH)
- Post-deploy smoke test script for prod VM validation

### Test Coverage (~50 new tests)
- v13->v14 migration, Email magic link TTL, PAT, Marketplace ZIP/Git,
  Jira webhooks, Hybrid Query BQ, Keboola/BQ extractor failure modes,
  Orchestrator failure modes

Co-Authored-By: Devin <158243242+devin-ai-integration[bot]@users.noreply.github.com>
2026-04-29 09:18:55 +02:00
PavelDo
e1108b6112
feat(memory): corporate memory v1+v1.5 + 0.15.0 (#72)
Adds corporate memory v1 (verification flywheel + contradiction detection + confidence scoring) and v1.5 (audience-based distribution + per-item privacy + admin curation). Server: GET /api/memory/bundle returns mandatory + ranked-approved items within a token budget; POST /api/memory/admin/mandate accepts an audience field gated against user_group_members; /api/memory/stats uses SQL aggregation. CLI: da sync writes received items to .claude/rules/km_*.md. Verification detector extracts knowledge candidates from session JSONL files. Auto-tagging via Haiku when ai: is configured. Adapted from the v9-era branch onto v13/v14 RBAC: _is_privileged_viewer + _effective_groups now query user_group_members JOIN user_groups; require_role(Role.KM_ADMIN) replaced with require_admin (km_admin collapsed into admin). Schema v15: knowledge_items context-engineering columns + knowledge_contradictions + session_extraction_state. Schema v16: verification_evidence. Cuts release v0.15.0 (also bundles #116 /me/debug page).
2026-04-29 07:16:22 +02:00
ZdenekSrotyr
2e1dfb7553
feat(v2): claude-driven fetch primitives + 0.14.0 (#102)
Replaces the BigQuery wrap-view pattern with a discovery + scoped-fetch toolkit driven by the analyst's Claude session. Adds /api/v2/{catalog,schema,sample,scan,scan/estimate}, da catalog/schema/describe/fetch/snapshot/disk-info CLI commands, sqlglot-backed WHERE validator, process-local quota tracker, agent rails skill (cli/skills/agnes-data-querying.md). BREAKING: BQ wrap views off by default — set data_source.bigquery.legacy_wrap_views=true for one cycle. Backward-compat field_validator on primary_key. Catalog cache now matches documented 300s TTL with RBAC fresh per request. Cuts release v0.14.0.
2026-04-29 01:07:19 +02:00
David Rybar
cfe5771856
feat(dev): add Windows PowerShell wrapper for local development (#80)
Adds `scripts/run-local-dev.ps1` as a sibling of the bash script for Windows operators. Same compose stack (`docker-compose.yml` + `.dev.yml` + `.local-dev.yml`), same up/down/logs subcommands, same LOCAL_DEV_GROUPS default seeding. Restores caller's working directory and LOCAL_DEV_GROUPS on every exit path (success, error, Ctrl+C). Avoids advanced-script promotion so `up -d` / `down -v` reach docker compose instead of being eaten by -Debug/-Verbose.
2026-04-28 23:59:11 +02:00
ZdenekSrotyr
5f6bb7a4b2
fix(security+ops) + release(0.12.1): #82 #85 #87 hardening + cut 0.12.1 (#104)
* fix(security+ops): #82 #85 #87 — auth hardening, API validation, deploy posture

Security and operational hardening across three issue groups:

- M23: docker-compose.override.yml → docker-compose.dev.yml (BREAKING, prod foot-gun)
- C13: Container runs as non-root user 'agnes' (USER directive in Dockerfile)
- M21: Docker resource limits (mem_limit, cpus) on app + scheduler
- M22: Caddyfile security headers (X-Frame-Options, X-Content-Type-Options, Referrer-Policy, -Server)
- M17: /api/health split into minimal (unauth) + /api/health/detailed (auth) (BREAKING)
- M26: release.yml restricts build-and-push to main + workflow_dispatch; paths-ignore for docs

- C2: table_id traversal validation on /api/data/{table_id}/download
- M4: Upload streaming (chunk-read + temp file) instead of full-buffer; /local-md hashed filename

- C5: reset_token removed from POST /api/users/{id}/reset-password response
- C8: Startup WARNING when no user has password_hash (bootstrap window visible)
- M9: Audit log on failed web form login (mirrors /auth/token endpoint)
- M10: Atomic magic-link consume via compare-and-swap (CONSUMED: marker + DuckDB conflict catch)

Also: SSRF protection on /api/admin/configure (#46), memory stats SQL aggregation (#90)

Generated with [Devin](https://cli.devin.ai/docs)

Co-Authored-By: Devin <158243242+devin-ai-integration[bot]@users.noreply.github.com>

* fix(review): SSRF 169.254.x.x + IPv6 multicast; M10 marker cleanup safety

Review fixes:
- Add 169.254.0.0/16 (link-local, cloud metadata) to SSRF regex — was
  missing, allowing requests to AWS/GCP/Azure metadata endpoints
- Add ff[0-9a-f]{2}: (IPv6 multicast) to SSRF regex
- M10: wrap Step 3 (CONSUMED marker cleanup) in try-except with
  warning log — prevents unhandled exception if DB write fails after
  successful token consumption
- Add test for 169.254.169.254 SSRF rejection

Generated with [Devin](https://cli.devin.ai/docs)

Co-Authored-By: Devin <158243242+devin-ai-integration[bot]@users.noreply.github.com>

* fix(review): SSRF IPv6 bypass, CLI health endpoint, upload FD leak

Address Devin Review findings on PR #104:

1. SSRF IPv6 bypass: Replace hostname regex with DNS resolution +
   ipaddress module checks. The old regex patterns like `fe80:` only
   matched up to the first colon, missing real IPv6 addresses like
   `fe80::1`, `fc00::1`, `ff02::1`. The new approach resolves the
   hostname via getaddrinfo and checks each resulting IP against
   ipaddress.is_private/is_loopback/is_link_local/is_reserved/is_multicast.

2. CLI commands broken: `da setup test-connection`, `da setup verify`,
   `da diagnose`, `da status` all called /api/health expecting the old
   format (status=="healthy", services dict). Now they call
   /api/health/detailed for service-level checks (with graceful fallback
   to the minimal endpoint when auth is not configured).

3. Temp file handle leak: _stream_to_temp returns an open
   NamedTemporaryFile; callers now close it before shutil.move() to
   prevent FD leaks until GC.

Also adds IPv6 SSRF test cases (loopback, link-local, unique-local,
multicast) with mocked DNS resolution for test environment independence.

Generated with [Devin](https://cli.devin.ai/docs)

Co-Authored-By: Devin <158243242+devin-ai-integration[bot]@users.noreply.github.com>

* fix(review): download regex blocks hyphenated IDs; document health split

Address Devin Review round-3 findings on PR #104:

1. _SAFE_IDENTIFIER regex blocked hyphenated table IDs: The download
   endpoint used the strict SQL-identifier regex which does not allow
   dots or hyphens, but Keboola table IDs like in.c-crm.orders
   contain both. Switched to _SAFE_QUOTED_IDENTIFIER which allows dots
   and hyphens while still blocking path-traversal chars (/, .., \)
   and quote/control characters. Added test for hyphenated/dotted IDs.

2. Documented health endpoint split in DEPLOYMENT.md: Added Health
   checks & external monitoring section explaining both endpoints
   (minimal unauth /api/health vs authenticated /api/health/detailed)
   and how to wire external monitoring tools to the detailed endpoint
   with a PAT.

Generated with [Devin](https://cli.devin.ai/docs)

Co-Authored-By: Devin <158243242+devin-ai-integration[bot]@users.noreply.github.com>

* release(0.12.1): cut hotfix for snapshot integrity + #82/#85/#87 hardening

* fix(security): apply CAS pattern to password reset confirm (#82/M10 follow-up)

Devin review on the rebased PR flagged the asymmetry: magic-link verify
got the atomic compare-and-swap pattern in the original M10 fix, but
password reset confirm at /auth/password/reset/confirm was still using
read-validate-clear. Two concurrent POSTs with the same valid reset
token could both succeed in setting different new passwords (last-write-
wins). Lower severity than the magic-link race because the attacker
would need the reset token AND to race the legitimate user, but the
asymmetry was a polish gap.

Mirrors app/auth/providers/email.py::_consume_token CAS exactly: write
unique CONSUMED:<random> marker via UPDATE...WHERE token=old_token, then
SELECT to verify our marker won, then proceed. Only the winner clears
the marker and applies the password change.

New regression test_concurrent_reset_only_one_wins in
tests/test_password_flows.py::TestResetConfirm pins the contract: two
ThreadPoolExecutor workers + Barrier hit /reset/confirm with the same
token; exactly one gets 302 (password applied), the other gets 200 with
'Invalid or expired'. Sanity-checked against the pre-CAS code — both
POSTs got 302 (race confirmed).

---------

Co-authored-by: Devin <158243242+devin-ai-integration[bot]@users.noreply.github.com>
2026-04-28 19:57:30 +02:00
ZdenekSrotyr
e9d7af3cce feat(rbac+marketplace): RBAC v13 + Claude Code marketplace + #81/#83/#44 hardening
This squashes 13 commits from ma/staging plus a small docstring translation
into a single coherent unit. Three workstreams.

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

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

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

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

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

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

Co-authored-by: Mina Rustamyan <mina@keboola.com>
2026-04-28 14:25:04 +02:00
ZdenekSrotyr
4e4d2a39e6
chore(oss): isolate customer-specific deploy bits from scripts/grpn/ (#88, wave 1) (#94)
* chore(oss): isolate customer-specific deploy bits from scripts/grpn/ (#88)

Vendor-neutralization step before public release. The directory mixed
two concerns: (1) generic ops scripts referenced from mainline OSS
infrastructure (TLS rotation, auto-upgrade cron) and (2) one operator's
hackathon manual-deploy helper with hardcoded GCP project IDs, VM names,
and admin emails. Splitting them per concern.

Moved (still in OSS, just under a vendor-neutral name):
- scripts/grpn/agnes-tls-rotate.sh   → scripts/ops/agnes-tls-rotate.sh
- scripts/grpn/agnes-auto-upgrade.sh → scripts/ops/agnes-auto-upgrade.sh

Removed (belongs in private consumer infra repos, not upstream OSS):
- scripts/grpn/Makefile (hardcoded prj-grp-foundryai-dev-7c37, foundryai-development VM name, e_zsrotyr@groupon.com bootstrap email)
- scripts/grpn/README.md (GRPN hackathon deploy walkthrough)
- docs/superpowers/plans/2026-04-22-grpn-deploy-learnings.md (org-specific deploy log)

Cross-refs updated in README.md, CLAUDE.md, docs/DEPLOYMENT.md,
docker-compose.yml. CHANGELOG entry flags BREAKING (ops) for any
consumer infra repo that installs these scripts via path-based systemd
timers.

This is the first wave of #88 — the remaining leaks (test data with
prj-grp-dataview-prod-1ff9, AIAgent.FoundryAI tags in OpenMetadata test
fixtures, docstrings in connectors/openmetadata/enricher.py) will be a
separate, smaller PR.

Refs #88.

* chore(oss): comprehensive vendor-neutralization (#88 wave 2 + review fixes)

PR #94 review found that the original wave-1 grep was scoped wrong and
many leaks survived. This commit closes wave 1 properly AND folds in all
wave-2 anonymization in a single pass — easier to review than two PRs.

Wave-1 review-fix corrections:
- Caddyfile: scripts/grpn/agnes-tls-rotate.sh → scripts/ops/ (the original
  wave-1 grep filter excluded extensionless files like Caddyfile).
- CHANGELOG bullet rewritten — original wording implied an in-repo migration
  for infra/modules/customer-instance/, which is wrong (the TF module embeds
  the script inline via heredoc, never sourced from scripts/grpn/). Now
  flags downstream consumer infra repos only.
- infra/modules/customer-instance/variables.tf: Czech docstring with `grpn`
  example → English description with `acme, example` placeholders.

Wave-2 anonymization:
- Code docstrings (connectors/openmetadata/{client,transformer,enricher}.py,
  src/catalog_export.py, scripts/duckdb_manager.py): prj-grp-… →
  my-bq-project / prj-example-1234, AIAgent.FoundryAI → AIAgent.MyAgent,
  FoundryAIDataModel → AnalyticsDataModel.
- Test fixtures (4 files): same set of replacements — 157 tests still pass.
- .github/workflows/keboola-deploy.yml: "Groupon-side dev VMs" comment →
  generic "per-developer dev VMs".
- docs/auth-groups.md + scripts/debug/probe_google_groups.py:
  kids-ai-data-analysis project name → acme-internal-prod placeholder.
- 5 planning/spec docs under docs/superpowers/{plans,specs}/2026-04-21-*:
  hardcoded IPs (34.77.94.14, 34.77.102.61) → <dev-vm-ip>/<prod-vm-ip>;
  GRPN/Groupon → Acme/another-customer; prj-grp-… → prj-example-….
- scripts/switch-dev-vm.sh deleted — hackathon-era helper hardcoded to a
  specific shared dev VM. Per-developer dev VMs are the supported pattern.

Final grep `groupon|grpn|foundryai|prj-grp|groupondev|34\.77\.(94|102)\.…|kids-ai-data`
returns zero hits (excluding CHANGELOG.md historical entries).

CHANGELOG entry expanded to document both waves under one bullet, with
the BREAKING (ops) clarification about the TF module being unaffected.

Refs review of #94, closes #88.

* fix(oss): close remaining #94 review-2 findings (Czech, padak refs, CHANGELOG)

Reviewer of PR #94 round 2 caught 4 remaining items the wave-2 pass missed:

1. infra/modules/customer-instance/variables.tf had Czech descriptions on
   8 more variables. Previous review only flagged line 19; this round
   audited the rest. Translated lines 2, 28, 42-46 (heredoc), 60, 65, 71,
   78, 84 to English. Same review concern: a Terraform module that is
   the customer-facing API surface in Czech is unfit for OSS distribution.

2. infra/modules/customer-instance/outputs.tf had Czech descriptions on
   four outputs. Same fix.

3. docs/padak-security.md referenced a private repo (padak/keboola_agent_cli#206)
   in two places. Replaced with generic 'tracked upstream in the auth-CLI repo'
   per CLAUDE.md vendor-agnostic rule (no cross-refs to private repos).

4. scripts/fetch-env-from-secrets.sh:41 had a Czech comment.
   Translated.

5. CHANGELOG cosmetic: bullet said 'AIAgent.FoundryAI -> AIAgent.MyAgent'
   but the actual code uses both MyAgent (in docstrings) and Example
   (in test fixtures). Reworded to mention both targets.

Final grep across all shipping file types (.md, .py, .yml, .yaml, .sh,
Makefile, .json, .tf, .tpl, Caddyfile, .toml) for groupon|grpn|foundryai|
prj-grp|groupondev|34.77.94.14|34.77.102.61|kids-ai-data|padak/keboola_agent_cli
returns ZERO hits (excluding CHANGELOG.md). Czech-diacritic grep across
.tf/.toml/Caddyfile/Makefile/.yml returns ZERO hits.

157/157 OpenMetadata + DuckDB tests still pass.

* fix(oss): close #94 round-3 leaks (env.template, instance.yaml.example, padak typo)

Round-3 reviewer caught two MUST-FIX leaks the round-2 grep missed
(grep was scoped to extensions that did not include .template / .example
suffixes — the audit was right, the previous grep was not paranoid enough):

1. config/instance.yaml.example:114 — '(optional - Groupon-specific)' brand
   leak in a shipping config example. Replaced with '(optional)'.

2. config/.env.template:68 — stale path 'scripts/grpn/agnes-tls-rotate.sh'
   in operator-facing env-template comment. The script lives at
   scripts/ops/ now (commit 16a85cc); this comment had been pointing
   operators at a non-existent path.

3. docs/padak-security.md:188 — phrase duplication 'tracked in tracked
   upstream' from a sloppy substitution in round-2. Trivial wording fix.

Final paranoid grep across .md/.py/.yml/.yaml/.sh/Makefile/.json/.tf/.tpl/
Caddyfile/.toml/.template/.example/.env* with the full token set
(groupon|grpn|foundryai|prj-grp|groupondev|34\.77\.94\.14|34\.77\.102\.61|
kids-ai-data|padak/keboola_agent_cli) returns ZERO hits, excluding
CHANGELOG.md historical entries.

* fix(oss): #94 round-4 — QUICKSTART.md + rename padak-security.md

Devin Review caught two findings on the latest round-3 commit:

1. docs/QUICKSTART.md:67 still pointed users at the deleted
   scripts/switch-dev-vm.sh. A Quickstart user following step-by-step
   would hit a missing-file error at the final step. Replaced with the
   inline gcloud-ssh equivalent that the Removed bullet documents.

2. docs/padak-security.md filename retains the personal identifier
   'padak'. The PR fixed the body content (replaced
   padak/keboola_agent_cli#206 references with generic wording) but
   missed the filename. Renamed to docs/security-audit-2026-04.md
   (date-anchored, vendor-neutral). Updated the historical CHANGELOG
   link to point at the new path with an inline note about the rename.

* fix(oss): redact remaining hardcoded IPs from planning docs + remove default email

Devin Review caught two more leaks:
1. scripts/fetch-env-from-secrets.sh line 16 had a hardcoded
   personal-email default (zdenek.srotyr@keboola.com). Replaced with
   ':?' bash error so SEED_ADMIN_EMAIL must be explicitly set —
   safer than carrying any specific identity.
2. Planning docs still had 35.195.96.98 and 34.62.223.189 (legacy
   prod/dev IPs) that the round-1 IP-replace pattern missed (it only
   targeted 34.77.x.x). Generic regex redaction across all five
   planning docs replaces every public IP with <redacted-ip>,
   preserving private/loopback/IAP ranges.
2026-04-27 20:24:34 +02:00
Petr Simecek
83ced81966
feat(auth): unified role management — UI + REST API + CLI + schema v9 (v0.11.4) (#73)
* feat(auth): v9 schema — unified role management foundation (WIP)

Tasks 1-5, 10 of the role-management-complete plan. Foundation only,
follow-up commits add REST API, CLI, UI, and tests.

Schema v9:
- user_role_grants table: direct user → internal_role mapping
  (complementary to group_mappings). Drives PAT/headless auth and
  persists across sessions. Source field tracks 'direct' vs auto-seed.
- internal_roles.implies (JSON): transitive role hierarchy. core.admin
  implies core.km_admin → core.analyst → core.viewer. Resolver does BFS
  expand at lookup time.
- internal_roles.is_core (BOOL): distinguishes seeded core.* hierarchy
  from module-registered roles. UI renders them differently.
- v8→v9 migration: ADD COLUMN, CREATE TABLE, _seed_core_roles +
  _backfill_users_role_to_grants, then NULL legacy users.role values.
  DuckDB FK constraint blocks DROP COLUMN — sloupec zůstává jako
  deprecated artifact (UserRepository ignoruje), fyzický drop deferred.

Resolver:
- Regex extended to allow dotted namespace (core.admin,
  context_engineering.admin), max 64 chars total.
- expand_implies(role_keys, conn): BFS over implies JSON column.
- resolve_internal_roles signature gains optional user_id parameter;
  unions group-mapping resolution with user_role_grants direct grants
  before implies expansion.

require_internal_role:
- Two-path resolution: session cache (OAuth) → DB grants (PAT/headless
  fallback). PAT clients now legitimately satisfy gates without the
  OAuth round-trip, fixing the v8 limitation where every PAT-callable
  admin endpoint needed require_role(Role.ADMIN) instead of
  require_internal_role(...).

Backward-compat:
- require_role(Role.X) and require_admin become thin wrappers over
  require_internal_role(f"core.{role}"). Implies hierarchy preserves the
  legacy "at least this level" semantics automatically — no per-level
  comparison code needed.
- src/rbac.py helpers (is_admin, has_role, get_user_role,
  set_user_role, can_access_table, get_accessible_tables) all read from
  the resolver via _get_internal_role_keys.
- UserRepository.create() and update() now mirror role changes into
  user_role_grants via _grant_core_role helper. Preserves API while
  making the new table the source of truth.
- UserRepository.delete() pre-deletes user_role_grants rows
  (FK cascade — DuckDB doesn't auto-cascade).
- count_admins() reads user_role_grants ⨝ internal_roles instead of the
  now-NULL users.role column.

First consumer:
- app/api/admin.py module-level docstring documents the v9 pattern for
  future module authors. Existing require_role(Role.ADMIN) callsites
  flow through the wrapper; no behavior change for OAuth callers, and
  PAT callers gain access via direct grants.

Tests: full suite green (1396 passed, 6 skipped). Existing tests
exercise the new pathway transparently because UserRepository.create
auto-grants. New test_pat_caller_with_direct_grant_passes pins the
PAT-aware contract.

Schema: v9 (was v8). pyproject.toml + CHANGELOG bump deferred to the
final PR-prep commit.

* feat(auth): role management complete — REST API + CLI + UI + docs (v0.11.4)

Sjednocuje legacy users.role enum s v8 internal-roles foundation pod jeden
model s implies hierarchií, dodává admin UI + REST API + CLI pro správu
group mappings i přímých user grants, a dělá require_internal_role
PAT-aware tak, aby admin endpointy fungovaly uniformly napříč OAuth
i headless callery.

REST API (app/api/role_management.py, +496 LOC):
- 8 endpointů pod /api/admin: internal-roles list, group-mappings CRUD,
  users/{id}/role-grants CRUD, users/{id}/effective-roles debug.
- Všechny gated require_internal_role("core.admin"). Audit-log na každé
  mutaci (role_mapping.created/deleted, role_grant.created/deleted).
- Last-admin protection: refuse to delete the final core.admin grant
  (mirrors users.py:count_admins protection).
- Nový UserRoleGrantsRepository v src/repositories/user_role_grants.py.

CLI (cli/commands/admin.py extension, +258 LOC):
- da admin role list / show <key>
- da admin mapping list / create <group-id> <role-key> / delete <id>
- da admin grant-role <email> <role-key>
- da admin revoke-role <email> <role-key>
- da admin effective-roles <email>
- Všechno přes typer + PAT auth, --json flag, response-shape tolerantní.

UI (admin_role_mapping.html + admin_user_detail.html + nav + user list):
- Nová stránka /admin/role-mapping: internal_roles read-only table +
  group_mappings table with create/delete forms.
- Nová stránka /admin/users/{id}: core role single-select + capabilities
  multi-checkbox + effective-roles debug (direct + group + expanded).
- Existing user list dostává "Detail" link na novou stránku.
- Nav link na /admin/role-mapping.

Tests: +85 nových testů přes 4 nové soubory:
- test_schema_v9_migration.py (8) — fresh install + v8→v9 backfill +
  legacy column NULL semantics + unknown-role fallback + invariants.
- test_api_role_management.py (33) — všech 8 endpointů, happy + error
  paths, audit-log assertions, last-admin protection.
- test_cli_admin_role.py (25 + 1 conditional) — typer subcommands,
  text + json output, PAT integration smoke.
- test_admin_role_mapping_ui.py (9) + test_admin_user_capabilities_ui.py (10)
  — page rendering, auth gating, form contracts, JS hooks.
Full suite: 1482 passed, 6 skipped (was 1396 → +86, žádné regrese).

Docs:
- docs/internal-roles.md kompletní rewrite — odstranil "no UI yet",
  přidal hierarchy diagram, dual-path resolution, dotted-namespace
  convention, admin workflow přes UI/CLI/REST, refresh semantics
  for group mappings vs direct grants, migration notes.
- CLAUDE.md schema v8 → v9.
- CHANGELOG.md [0.11.4] s BREAKING marker pro users.role NULL
  semantics + complete Added/Changed/Removed/Internal sekce.
- pyproject.toml: 0.11.3 → 0.11.4.

Sequencing: po mergi tohoto PR Pabu rebasuje pabu/local-dev (PR #72)
na main, jeho schema migrations se posouvají z v9/v10/v11 na v10/v11/v12.

Implementation breakdown:
- Sequential (já): foundation tasks — schema v9, resolver, PAT-aware
  require_internal_role, backward-compat wrappers, rbac refactor,
  UserRepository auto-grant.
- Parallel sub-agents (3 worktrees, ~10 min): REST API, CLI, UI.
- Sequential (já): integrace, docs/CHANGELOG/version, schema tests,
  fullsuite verification.

* fix(auth): address Devin review on PR #73 — three regressions

Three concrete bugs caught in Devin's PR review, all fixed in this commit.

1. **users.role hydration on read** (the big one):
   v8→v9 migration NULLs users.role for every existing user, but a long
   tail of read sites still inspect user["role"] directly:
   - app/web/templates/_app_header.html:15 — admin nav gate
   - app/web/templates/_app_header.html:36-37 — role badge in dropdown
   - app/web/router.py:319-321 — UserInfo.is_admin/is_analyst/is_privileged
   - app/web/router.py:489 — corporate memory is_km_admin
   - app/api/catalog.py:54 — admin "see all tables" bypass
   - app/api/sync.py:215 — admin "see all sync states" bypass

   Without a fix, every existing admin loses the entire admin nav (and
   API admin bypasses) immediately after upgrade — a serious regression.

   Fix: new helper _hydrate_legacy_role() in app/auth/dependencies.py
   maps the highest-level core.* grant back into user["role"] as the
   legacy enum string. Called from get_current_user() on both auth paths
   (LOCAL_DEV_MODE + JWT/PAT). Idempotent — skips when role is already
   populated. Net effect: every pre-v9 callsite keeps working transparently
   for both OAuth and PAT callers, with one extra DB round-trip per
   authenticated request (same cost as the existing PAT-aware
   require_internal_role fallback).

   3 regression tests in tests/test_schema_v9_migration.py:
   - test_hydration_recovers_role_from_user_role_grants
   - test_hydration_returns_highest_grant (multi-grant → highest wins)
   - test_hydration_falls_back_to_viewer_when_no_grants (safe fallback)

2. **CLI effective-roles TypeError**:
   API returns direct/group as List[Dict] (RoleGrantResponse-shaped),
   but the CLI did ', '.join(direct) which raises TypeError on dicts.
   Tests masked it because mocks used bare string lists. Replaced
   raw .join() with a _names() helper that extracts role_key from
   each item, falling back to str() for legacy mock shapes.

3. **UI template field-name mismatch**:
   admin_user_detail.html JS reads data.groups but the API serializes
   the field as group (singular, per EffectiveRolesResponse pydantic).
   Currently benign because the API always returns group:[], but the
   field would silently disappear once the group-derived view is wired
   up. Added data.group as the primary lookup, kept the legacy aliases
   for shape-drift tolerance.

Full suite: 1485 passed (was 1482, +3 hydration tests), 6 skipped, no
regressions.

* fix(auth): Devin review #2 + UX self-service + RBAC docs rename

Three threads landed in one commit because they share the same
auth/role surface and CHANGELOG entry.

Devin review #73 second round (2 actionable findings):

- _hydrate_legacy_role no longer short-circuits on truthy users.role.
  The role-management endpoints (POST/DELETE /api/admin/users/{id}/
  role-grants + the changeCoreRole UI flow) only mutate
  user_role_grants — they don't update the legacy column. The early
  return trusted that stale value, so a user downgraded via the new
  REST/UI kept role="admin" in their dict on subsequent requests,
  which fooled _is_admin_user_dict (src/rbac.py) and the catalog/sync
  admin-bypass short-circuits into retaining elevated table access
  even though require_internal_role correctly denied the API gates.
  Always re-resolves now, making user_role_grants the single source
  of truth on every authenticated request. Cost: one DB round-trip
  per request — same as the existing PAT-aware fallback. Pinned by
  test_hydration_ignores_stale_legacy_role_after_grant_revoke.

- Dev-bypass (app/auth/dependencies.py) and OAuth callback
  (app/auth/providers/google.py) now pass user_id to
  resolve_internal_roles so direct grants land in
  session["internal_roles"] alongside group-mapped roles. Pre-fix,
  every admin-gated request fell through to the per-request DB
  fallback inside require_internal_role and the dev-bypass log line
  read "resolved 0 internal role(s)" for an obviously-admin user.
  test_session_internal_roles_populated updated to assert union.

User-visible UX (also addresses local-test feedback):

- HTTP 500 on /admin/users post-v8→v9 migration — UserResponse.role
  is required str, but legacy users.role was NULL-ed by the
  migration. _to_response in app/api/users.py now routes every dict
  through _hydrate_legacy_role; same fix lifts the silent no-op of
  last-admin protection in update_user/delete_user (the role-equality
  short-circuits would skip the count_admins guard for migrated
  admins). Three regression tests under TestAPIUsersPostMigration.

- /profile is now a real self-service detail page for *every*
  signed-in user (not just admins). Three new server-side sections:
  Effective roles (resolver output as chip cloud), Direct grants
  (rows in user_role_grants with source label), Roles via groups
  (which Cloud Identity / dev group grants which role for the
  current user). Non-admins finally see *why* a feature is or isn't
  accessible. Admins additionally see a deep-link to
  /admin/users/{id} for editing their own grants.

- /admin/role-mapping group-id picker. New "Known groups" panel
  above the create form: clickable chips for the calling admin's
  own session.google_groups (tagged "your group") merged with
  external_group_ids already used in existing mappings (tagged
  "already mapped"). Click a chip → fills the form. Empty-state
  copy points operators at LOCAL_DEV_GROUPS / Google sign-in
  instead of leaving them to guess Cloud Identity opaque IDs from
  memory.

Operational fixes:

- Scheduler log-noise: every cron tick produced a
  POST /auth/token 401 because the auto-fetch fallback called the
  endpoint with just an email (no password) and silently fell
  through. Removed the broken path entirely. Operators set
  SCHEDULER_API_TOKEN (long-lived PAT) in production; in
  LOCAL_DEV_MODE the dev-bypass auto-authenticates the un-tokenized
  request, so jobs continue to work.

Docs:

- docs/internal-roles.md → docs/RBAC.md (git mv preserves history).
  Standard industry term, more discoverable for engineers grepping
  for RBAC in a new repo. Restructured: Quickstart-by-role
  (operator / end-user / module author), step-by-step
  Module-author workflow with code examples (register key, gate
  endpoint, declare implies, write contract test), naming pitfalls,
  refresh semantics. CLAUDE.md gets a new
  "Extensibility → RBAC" section pointing contributors at the doc
  before they add gated endpoints. Cross-refs in app/api/admin.py
  + tests/test_role_resolver.py updated.

Tests: 293 in the auth/role/scheduler/UI test set passed, 0 regressions.

* fix(auth): Devin review #3 — login flows + RBAC docs

Two new findings on commit 7d1c048, both real and addressed.

Finding 1 (BUG, HTTP 500): every auth login flow loaded users via
UserRepository.get_by_email and passed user["role"] straight to
create_access_token, Pydantic response models, and _set_login_cookie
without going through _hydrate_legacy_role. Post-v9 the legacy column
is NULL for migrated users, and TokenResponse.role is a required str —
so POST /auth/token raised ValidationError → HTTP 500 for any v8-admin
trying to log in via password. Same root cause produced non-crashing
but semantically wrong JWTs (role: null) from Google OAuth, password
web flows, and email magic-link verification.

Fix: hydrate inline in every login flow before reading user["role"]:
- app/auth/router.py — POST /auth/token (the crash site)
- app/auth/providers/google.py — OAuth callback (was just stale JWT)
- app/auth/providers/password.py — 5 flows: JSON login, web login,
  JSON setup, web reset confirm, web setup confirm
- app/auth/providers/email.py — centralized in _consume_token,
  covers both /verify endpoints

New regression class TestAuthLoginFlowsPostMigration pins both the
no-crash and the correct-role contracts for all four legacy levels
(viewer/analyst/km_admin/admin) on POST /auth/token.

Finding 2 (DOCS): docs/RBAC.md showed register_internal_role() being
called with implies=[...], but the function signature is (key, *,
display_name, description, owner_module). A module author copying the
example would TypeError at import time. The implies field on
internal_roles IS honored at runtime by expand_implies, but the
registry-side write path (register_internal_role + InternalRoleSpec +
sync_registered_roles_to_db) doesn't exist yet — implies is currently
seeded only for the core.* hierarchy via _seed_core_roles in src/db.py.

Rewrote the Implies hierarchy and Module-author workflow sections to
document what's actually supported in 0.11.4 and what a future change
would need to add. The "for cross-module hierarchies, register each
level + grant both" pattern works today.

Tests: 322 in the auth/role/scheduler/UI/password test set passed,
0 regressions.

* fix(db): _seed_core_roles actually runs on every connect (Devin review #4)

Devin flagged that the docstring on `_seed_core_roles` promised per-connect
execution as a safety net for accidental DELETEs and in-code seed changes,
but the only call sites lived inside `if current < SCHEMA_VERSION:` — so
once a DB was on v9 the function never ran again, and the docstring lied.

Picked option (b) from the review (actually call it on every startup) over
option (a) (fix the docstring) because the safety net is genuinely useful:
- recovery from accidental admin DELETE on internal_roles,
- in-code _CORE_ROLES_SEED tweaks (display_name/description/implies)
  ship without a manual SQL deploy,
- fresh installs and migrations stop needing their own seed call sites.

Tail call gated by `get_schema_version(conn) <= SCHEMA_VERSION` so the
future-version-is-noop rollback contract still holds — a v9 binary won't
touch a DB that's been upgraded past v9.

Test coverage: new TestSeedCoreRolesSafetyNet class (3 tests) pins the
three contracts — deleted row re-seeds, mutated display_name re-syncs
from in-code seed, applied_at on schema_version doesn't churn on
already-current DBs. Existing TestMigrationSafety::test_future_version_is_noop
still passes (verified against the gating logic).
2026-04-27 02:23:01 +02:00
Petr Simecek
6c36b26979
release(0.11.3): internal roles + external→internal group mapping (foundation) (#71)
* feat(auth): internal roles + external→internal group mapping (foundation)

Two-layer authorization model: external Cloud Identity groups (org-managed)
get mapped onto internal Agnes-defined capabilities (app-managed) via an
admin-curated many-to-many table. Per-request permission checks read off
the session — no DB hit. Refresh requires re-login.

Schema v8 — new tables:
- internal_roles (id, key UNIQUE, display_name, description, owner_module, …)
  — app-defined capabilities like 'context_admin'. Modules self-register at
  import; the startup hook syncs the registry into this table (idempotent).
- group_mappings (id, external_group_id, internal_role_id FK, …)
  — admin-managed bindings, UNIQUE(external_group_id, internal_role_id).

app/auth/role_resolver.py — new module:
- register_internal_role(key, display_name, description, owner_module)
  Module-author entry point. lower_snake_case key, immutable, validated.
  Same key + same fields = no-op (re-import safe); same key + different
  fields = ValueError so two modules can't silently overwrite each other.
- sync_registered_roles_to_db(conn) — startup reconciliation. Inserts new
  keys, updates drifted metadata, never deletes (preserves mappings).
- resolve_internal_roles(external_groups, conn) — joins group_mappings.
  Sorted, deduplicated role-key list. Plugged into google_callback +
  dev-bypass branch in get_current_user.
- require_internal_role('key') — FastAPI dependency factory; reads
  session.internal_roles; 403 with explicit message when missing.

Resolution runs at sign-in only (Google callback + LOCAL_DEV_GROUPS change
in dev-bypass) — same semantics as session.google_groups. No admin UI yet;
mappings created via repository directly until follow-up PR ships UI.

21 new tests in tests/test_role_resolver.py: register/list, idempotency,
collision detection, key-format validation; sync insert/update/no-delete;
resolve empty/single/many-to-many/malformed-input; e2e via
LOCAL_DEV_GROUPS — gated endpoint allowed/denied + direct session-cookie
inspection. Full sweep: 178/178 passed across auth + db + repo tests.
(Two pre-existing test_catalog_export.py failures verified unrelated.)

* fix(auth): polish review feedback — first-request dev populate + PAT doc

Two follow-ups from a code-reviewer pass on the foundation commit before
opening the PR:

- Dev-bypass populates session["internal_roles"] on the first request
  after sign-in, not just when external groups change. The previous
  guard only resolved when groups_changed=True, which left a hole for
  the LOCAL_DEV_GROUPS=`""` (explicit empty) flow: target=[],
  current=None, neither write branch fires, internal_roles stays
  unset, and require_internal_role then 403s with no roles to check
  against. The OAuth callback writes session["internal_roles"]
  unconditionally on sign-in (even []); dev-bypass now matches that
  semantics. Adds a single-pass populate gated on the key being
  absent from the session, so subsequent same-state requests still
  no-op (cheap session lookup, no resolver call).

- Document that internal roles are session-scoped and PAT/headless
  clients will get 403 from any require_internal_role(...) endpoint.
  Same constraint already applies to session.google_groups (PAT JWTs
  deliberately don't snapshot group memberships — they could change
  after issuance with no way to re-sign), but the doc didn't surface
  this — an operator pointing a CLI at a role-gated endpoint would
  see 403 with no clue why. New "PAT and headless requests" section
  spells out the constraint, the rationale, and the three escape
  valves (use users.role for the gate; route through OAuth; wait for
  the planned `da admin grant-role` CLI helper).

54 auth tests still pass locally (21 role-resolver + 33 existing
auth-provider).

* release(0.11.3): cut release for the internal-roles foundation

Bumps pyproject.toml 0.11.2 → 0.11.3 and renames CHANGELOG's
[Unreleased] section to [0.11.3] — 2026-04-26 (with a fresh
empty [Unreleased] skeleton appended). Adds the matching
[0.11.3] link reference at the bottom of CHANGELOG so the
section heading renders as a hyperlink to the GitHub release
page once the tag lands.

The bullet itself is unchanged content; the rephrasing of
"dev-bypass when external groups change" → "dev-bypass —
populates on first request and whenever external groups
change, mirroring the OAuth callback's always-write
semantics" reflects the polish committed in d590579, plus
the appended PAT/headless caveat pointing at the doc
section that landed in the same polish pass.

* fix(auth): address review feedback from Pavel — PAT-specific 403, audit logs, hardening

Round-2 polish over the internal-roles foundation, addressing Pavel's review
on PR #71. No behavior change for the happy path; tightens the safety rails
and makes the failure modes self-explanatory.

User-visible:
- require_internal_role now distinguishes "no session" (Bearer/PAT caller)
  from "signed in but missing role" and surfaces a PAT-specific 403 detail
  in the first case ("This endpoint needs an interactive (OAuth) session
  — Bearer/PAT tokens do not carry session-resolved roles by design").
- docs/internal-roles.md documents deactivate+reactivate as the supported
  "force re-resolve now" lever for users that can't be made to log out.

Internal hardening:
- INFO-level audit log on every successful resolve (OAuth callback +
  dev-bypass) so a wrong-role complaint is debuggable from the log alone.
- Startup warning when SESSION_SECRET is shorter than 32 chars, matching
  the existing JWT_SECRET_KEY gate — both HMAC surfaces sign trust-laden
  state (session.internal_roles, session.google_groups, JWTs).
- _clear_registry_for_tests() now refuses to run unless TESTING=1 so a
  stray import path in production can't drop the registered capabilities.

Tests:
- 4 new tests in tests/test_role_resolver.py covering: stale-session
  contract after a mid-session mapping revoke (pin the documented
  limitation), PAT 403 detail wording, OAuth pipeline data flow from
  external groups to internal_roles, and the dev-bypass empty-list
  fallback when the resolver raises.

CHANGELOG.md updated under [0.11.3] (### Changed + ### Internal).
CLAUDE.md schema doc bumped from v7 to v8.

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-04-26 23:49:10 +02:00
Petr Simecek
1c18cdf15f
release(0.11.2): LOCAL_DEV_GROUPS dev mock + Makefile defaults + docs/local-development.md (#70)
* feat(auth): mock session.google_groups in LOCAL_DEV_MODE via LOCAL_DEV_GROUPS

LOCAL_DEV_MODE auto-logged-in the dev user but left session.google_groups
empty, so group-aware UI/code paths can't be exercised on localhost without
a real Google OAuth round-trip. New LOCAL_DEV_GROUPS env var (JSON array
matching the production {id, name} shape) populates the session on every
dev-bypass request — same structure the OAuth callback writes, so mock and
prod stay in lockstep. Compare-then-write avoids spurious Set-Cookie noise
on PAT/CLI requests; malformed input falls back to [] with a WARNING so
the dev mock never breaks the dev flow.

* refactor(auth): fail-fast LOCAL_DEV_GROUPS at startup + cache + no-mutate

Three small follow-ups on the same dev-mock vector before merge:

- Validate LOCAL_DEV_GROUPS at app startup and report the parsed group IDs
  in the LOCAL_DEV_MODE banner. A malformed value now warns loudly at boot
  instead of silently logging on the first authenticated request, where
  it's easy to miss.
- Cache the parsed result single-slot, keyed by the raw env-string. Avoids
  re-parsing JSON on every authenticated request without test-isolation
  surprises — when the env value changes, the key changes and the cache
  transparently rebuilds.
- Stop mutating the parsed-input dicts (item.setdefault → spread-merge)
  so the cached list stays a fresh value on every rebuild.
- Replace the try/except guard around request.session with hasattr —
  SessionMiddleware is always registered, the silent except was paranoid.

Tests grow by a direct session-cookie inspection (decoupled from the
profile template) and three startup-banner log assertions.

* fix(auth): drop fragile session-decoder test + actually skip empty-target write

Two follow-ups on the LOCAL_DEV_GROUPS feature before merge:

- Drop test_session_holds_mocked_groups_directly. It manually decoded the
  signed session cookie via TimestampSigner + base64, hardcoding both the
  Starlette session-cookie format and the 14-day max_age. Starlette has
  changed its session encoding before (URLSafeTimedSerializer pre-0.20)
  and would do so again silently — the test would fail with a cryptic
  BadSignature, not a clear "mock is broken" signal. The remaining
  test_dev_user_sees_mocked_groups_on_profile already covers the same
  observable signal (mocked groups in /profile body) without coupling to
  Starlette internals.

- Actually skip the session write when target_groups is empty. The previous
  comment claimed compare-then-write avoided spurious Set-Cookie noise on
  PAT/CLI requests, but on those requests session.get("google_groups") is
  None and target is [], so None != [] always evaluates True and the write
  fired anyway, marking the session dirty and re-issuing Set-Cookie on
  every request. Adding `target_groups and ...` to the guard makes the
  comment honest: empty mock now genuinely no-ops, stable browser sessions
  still skip via value-equality, and the only remaining write is the one
  that actually changes state.

33 auth tests still pass locally.

* fix(auth): match production's always-write semantics for stale dev groups

Devin code-review finding on PR #70: my earlier `target_groups and ...`
short-circuit silently diverged from the production OAuth callback. In
app/auth/providers/google.py:189-194 the callback always writes
session.google_groups on each login — including [] on failure or empty
token — so the session always reflects authoritative current state. The
mock should match.

Failure mode the previous guard left open: a developer sets
LOCAL_DEV_GROUPS=[{...}] for a session, the groups land in the signed
cookie, then the developer unsets the env var and reloads. target → [],
session.get → [{...}], `if target_groups and ...` is False, no write,
stale groups stay in the browser session indefinitely. Mock now lies
about state until logout.

Fix splits the guard:
- target_groups truthy + value-changed → write the new mock (existing path)
- target_groups falsy + non-empty stored → write [] to clear stale state
- otherwise no-op (target [] + stored None/[]: no transition to record)

PAT/CLI requests with no prior session still take the no-op path
(target=[], session.get → None which is falsy), so the original goal of
suppressing spurious Set-Cookie noise on token traffic is preserved.

Tests already cover the populated and unset paths; the new clear-stale
branch is correct by construction (production has the same shape) and
the rare manual reset workflow.

* release(0.11.2): default mocked groups in make local-dev + docs/local-development.md

Cuts 0.11.2 around the LOCAL_DEV_GROUPS work plus a small dev-experience
follow-up: every `make local-dev` now boots with two sensible default
mocked groups (Local Dev Engineers + Local Dev Admins on example.com),
so /profile and group-aware code paths render something realistic
without the operator having to discover and set LOCAL_DEV_GROUPS.

Layered so the default lives in the workflow, not the contract:

- scripts/run-local-dev.sh seeds LOCAL_DEV_GROUPS via shell ":="
  syntax — only sets the var when the operator hasn't already.
  Override: LOCAL_DEV_GROUPS='[...]' make local-dev. Disable:
  LOCAL_DEV_GROUPS= make local-dev.
- docker-compose.local-dev.yml swaps the commented JSON example for
  a bare `- LOCAL_DEV_GROUPS` passthrough — the value comes from the
  shell, the compose file just propagates it. Operators running
  `docker compose up` directly without the wrapper script get an
  empty mock (correct: they didn't opt into the make-driven defaults).
- Makefile help line mentions the mocked groups so the behavior is
  visible without grepping.

New docs/local-development.md consolidates dev-onboarding instructions
that were previously scattered across docker-compose.local-dev.yml
inline comments, docs/auth-groups.md "Local-dev mock" section, the
Makefile help text, and CLAUDE.md "First-Time Setup". Single page now
covers TL;DR, what LOCAL_DEV_MODE actually bypasses, group mocking
controls + verification, what is *not* mocked (Cloud Identity, real
OAuth, admin Workspace permissions), and the safety rails that keep
the dev shortcuts off production.

Version bump 0.11.1 → 0.11.2 in pyproject.toml, CHANGELOG cuts
[Unreleased] → [0.11.2] — 2026-04-26 with a fresh empty [Unreleased]
skeleton.

* fix(local-dev): default LOCAL_DEV_GROUPS truncated by shell parameter expansion

Reported by an operator running `make local-dev` against the freshly
released 0.11.2 — the LOCAL_DEV_MODE banner showed:

    LOCAL_DEV_GROUPS is not valid JSON, ignoring:
    Expecting ',' delimiter: line 1 column 70 (char 69)
    LOCAL_DEV_GROUPS is set but produced no valid groups —
    check the WARNING above for the parse error.

Cause: the default value lived inside `${LOCAL_DEV_GROUPS:=…}` parameter
expansion. Bash matches `}` to close the expansion at the *first* `}`
encountered in the body, regardless of context — even one inside a
nested JSON object literal. The two-element JSON array was therefore
truncated to the first group's closing brace, leaving an unparseable
fragment:

    [{"id":"local-dev-engineers@example.com","name":"Local Dev Engineers"

There is no escaping syntax for `}` inside parameter expansion (the
backslash escapes I had only escaped the quotes — `}` reaches bash
literally). Fix: hold the default in a single-quoted variable and
reference it through `${LOCAL_DEV_GROUPS:-$DEFAULT_LOCAL_DEV_GROUPS}`.
The variable's value is opaque to the expansion — no `}` matching
inside it — so the JSON survives intact. Verified with `python -m json`:

    parsed OK: 2 groups: ['local-dev-engineers@example.com',
                          'local-dev-admins@example.com']

Operators on a running 0.11.2 stack: `make local-dev-down && make
local-dev` to pick up the corrected default.

* fix(local-dev): respect LOCAL_DEV_GROUPS= disable path + add 0.11.2 changelog link

Two follow-ups from a Devin code-review pass on PR #70:

- run-local-dev.sh: switch ${LOCAL_DEV_GROUPS:-$DEFAULT} to
  ${LOCAL_DEV_GROUPS-$DEFAULT} (no leading colon). The :- form
  substitutes the default when the variable is unset OR set-but-empty,
  silently overwriting the documented disable knob. Three places
  promise this works — docs/local-development.md, the CHANGELOG entry,
  and the script's own comment — so the bug was an operator-facing
  lie, not just an implementation detail. The bare - form only
  substitutes on unset, so `LOCAL_DEV_GROUPS= make local-dev` now
  reaches the Python parser as "" and short-circuits to []. Verified
  with both empty and unset shells.

- CHANGELOG.md: add the [0.11.2] link reference at the bottom.
  Keep-a-Changelog convention is to mirror every version heading
  with a release-tag link in the footer; the 0.11.2 heading was
  missing its counterpart, breaking the Markdown link rendering on
  GitHub.

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-04-26 16:48:55 +02:00
Petr Simecek
c25fd41bf7
feat(auth): Google Workspace groups on /profile + tag-triggered Keboola deploy workflow (#56)
* feat(auth): display Google Workspace groups on /profile

- Request cloud-identity.groups.readonly scope in Google OAuth
- Fetch groups via Cloud Identity API after callback; tolerate 4xx
  (non-Workspace tenants) and network errors — never break login
- Store result in Starlette session as google_groups
- Replace /profile redirect with a real profile page rendering
  account details (email, name, role) and the group list; show a
  friendly empty state when no groups are available
- Tests: helper parsing + 403 + exception paths; profile page
  smoke test; updated the old redirect test

* test: remove stale /profile redirect tests

Cherry-pick of Zdeněk's 4f7e4cd ("display Google Workspace groups on
/profile") replaces the /profile redirect with a real profile page —
but only updated one of three tests that expected the old behaviour.

These two tests in test_admin_tokens_ui.py and test_pat.py were left
asserting `/profile → 302 /tokens`, which now returns
`/profile → 302 /login?next=%2Fprofile` for unauth users (the standard
auth guard) or `/profile → 200 HTML` for authenticated users.

Removed both rather than patched — coverage for the new behaviour
already exists in tests/test_auth_providers.py (added by the same
commit). The /tokens render assertions in the deleted test_pat.py case
are redundant with test_admin_tokens_ui.py's own /tokens UI tests.

* fix(auth): Google groups search query needs parent + labels predicates

Cloud Identity Groups Search API returns 400 INVALID_ARGUMENT when the
CEL query lacks the required `parent == 'customers/<id>'` predicate AND
a `'<label>' in labels` membership predicate. Zdeněk's original 4f7e4cd
query had only `member_key_id == '<email>'` — every fetch silently
returned [] and the /profile groups list was always empty.

Fix: build the query with all three required pieces:
  parent == 'customers/my_customer'   (alias = caller's own Workspace
                                       org; no need to look up customer ID)
  member_key_id == '<email>'           (filter to this user's memberships)
  'cloudidentity.googleapis.com/groups.discussion_forum' in labels
                                       (Workspace mailing-list groups —
                                       the common case; security-group
                                       coverage is a follow-up)

Also: log the full error body (not truncated to 200 chars) and the
query string so the next time Google rejects something we can diagnose
in one log line instead of a re-deploy.

Caught when first agnes-dev login completed normally (HTTP 302) but app
log showed `Google groups fetch returned 400 for petr@keboola.com:
{"error":{"code":400,"message":"Request contains an invalid argument."}}`
on the same VM (kids-ai-data-analysis / agnes-dev.keboola.com).

Reference: https://cloud.google.com/identity/docs/reference/rest/v1/groups/search

* feat(web): add Profile link to user dropdown menu

The /profile page (Zdeněk's 4f7e4cd cherry-pick) renders a real profile
view including Google Workspace groups, but had no entry point in the
UI — users could only reach it by typing the URL manually. Add a
"Profile" menu item between the user header (email + role) and
"My tokens" so the page is discoverable.

Side effect: cleaned up the leftover `or _path.startswith('/profile')`
condition on the "My tokens" active class, which dated from the old
/profile → /tokens redirect (removed in c789617). Now each menu item
owns its own active state.

* fix: profile-link tests + .env quoting for CADDY_TLS

Two issues caught by Keboola's first agnes-dev deploy + agnes-auto-upgrade
cron run:

1. tests/test_web_ui.py — two negative assertions ("href=/profile" NOT in
   body) date from when /profile was a redirect-only stub. Now /profile
   is a real page (groups display) AND has a dropdown menu link, so the
   negative assertions flip to positive. Same for ">Profile<" text in
   the non-admin nav test.

2. startup-script.sh.tpl — CADDY_TLS line must be QUOTED in .env, because
   agnes-auto-upgrade.sh sources .env via `set -a; . .env; set +a` and
   bash treats `KEY=value with spaces` as `KEY=value` followed by `with`
   and `spaces` exec attempts. Symptom: cron log spam
   `/opt/agnes/.env: line 14: petr@keboola.com: command not found`,
   the cron exits non-zero, and no auto-upgrade ever happens. Caddy
   itself reads the value fine because docker-compose env_file=.env
   parses key=value properly without shell-evaluating the rest.

   Fix: emit `CADDY_TLS="tls <email>"` instead of `CADDY_TLS=tls <email>`.
   Both the cron source and docker-compose env_file accept the quoted
   form; cron stops failing.

* fix(auth): use searchTransitiveGroups + security label for non-admin user

Three bugs in the original cherry-pick + my prior fix attempt, all caught
by a stdlib probe script (scripts/debug/probe_google_groups.py) run
locally with a Playground-issued OAuth token:

1. Wrong endpoint. `groups:search` is the admin "find groups in org"
   endpoint and 400s for non-admin users regardless of query. Switched
   to `groups/-/memberships:searchTransitiveGroups` which is the
   user-perspective "what groups am I in" endpoint.

2. Wrong label. Querying with `cloudidentity.googleapis.com/groups.discussion_forum`
   returns 403 "Insufficient permissions to retrieve memberships" even
   on the new endpoint — Workspace policy denies non-admin reads of
   discussion-forum groups. Switching to `groups.security` returns 200
   with the actual membership list. Empirically every Workspace group
   at Keboola carries BOTH labels, so the security filter sees the full
   set anyway. Confirmed with the probe script.

3. Wrong response shape. `searchTransitiveGroups` returns
   {"memberships": [...]}, not {"groups": [...]}. Parser updated
   accordingly.

Also adds scripts/debug/probe_google_groups.py — stdlib-only standalone
probe that hits 6 candidate endpoints with a user OAuth token. Saved a
deploy cycle (~10 min) per query iteration; future API-syntax debugging
should start there.

Verified end-to-end: petr@keboola.com login on agnes-dev returns 5
groups (LIC-1PASSWORD, ROLE_ATLASSIAN_*, etc.) via the probe; once
deployed, the same will populate session["google_groups"] and render
on /profile.

* test(auth): update Google groups parser fixture to match searchTransitiveGroups shape

Mock payload was `{"groups": [...]}` (the shape `groups:search` returns).
After switching to `groups/-/memberships:searchTransitiveGroups` in the
prior commit, the actual response is `{"memberships": [...]}` and the
parser iterates that key. Test now mirrors the real shape.

The per-item structure (groupKey.id + displayName) is unchanged, so the
expected output dict stays the same: [{"id": "...", "name": "..."}].

* docs(auth): add docs/auth-groups.md — Google Workspace groups runbook

Captures the non-obvious bits: the GCP-side setup checklist (Cloud
Identity API + scope on consent screen + Internal user type), the
`security` vs `discussion_forum` label trap (the latter 403s for
non-admins, the former 200s — one of those is a 4-iteration debug
session and shouldn't have to be repeated), where groups are stored
(session, not DB) and how to refresh (re-login), plus how to use the
probe script for future API-syntax issues.

Deliberately stops short of explaining "what is Cloud Identity" or
"what is OAuth scope" — those belong in Google's own docs, not ours.

* docs(claude): document release workflows + module versioning + recreate trick

New "Release & deploy workflows" section in CLAUDE.md covers what didn't
exist anywhere in the repo before:

- Distinction between release.yml (auto-build per push) vs the new
  keboola-deploy.yml (tag-triggered, explicit deploy only) — plus when
  to use which (per-developer convenience vs shared dev VM safety)
- Module versioning (infra-vX.Y.Z) and the bump-after-merge dance
- The lifecycle.ignore_changes [metadata_startup_script] gotcha and how
  to force a recreate via workflow_dispatch's recreate_targets input

All generic — no customer hostnames, project IDs, IPs. Customer-specific
deploy steps belong in the consuming infra repo's README.

Also: cross-reference docs/auth-groups.md from the Authentication
section so future Claude sessions find the Workspace-groups runbook
without grepping.

---------

Co-authored-by: ZdenekSrotyr <zdenek.srotyr@keboola.com>
2026-04-26 00:56:44 +02:00
Vojtech
0bbbf3e40b
feat(tls): corporate-CA HTTPS with URL-driven rotation, on-VM CSR gen, self-signed fallback (#51)
Replaces the implicit Let's Encrypt flow with a general corporate-CA HTTPS path:

- Caddy switches to cert-file mode (`tls /certs/fullchain.pem /certs/privkey.pem`) with HSTS + TLS 1.2/1.3 floor
- New `docker-compose.tls.yml` overlay closes host `:8000` when Caddy fronts (no TLS bypass)
- New `scripts/tls-fetch.sh` — generic URL fetcher for `sm://`, `gs://`, `https://`, `file://` with redirect refusal + PEM validation
- New `scripts/grpn/agnes-tls-rotate.sh` — daily rotation, self-signed fallback against same key (zero key churn), on-VM RSA-2048 + CSR auto-gen, atomic swap, SIGUSR1 reload
- `scripts/grpn/agnes-auto-upgrade.sh` becomes cert-aware (auto-enables tls overlay when certs present)
- Compose profile `production` renamed to `tls` (aligns with DEPLOYMENT.md and infra startup)

Pairs with FoundryAI/agnes-the-ai-analyst-infra#27 (merged) which wires per-VM `local.vm_tls`, writes `TLS_*` env vars into `.env`, auto-creates Secret Manager containers for `sm://` privkey URLs, and installs `agnes-tls-rotate.{service,timer}` for daily polling.

Includes hardening + docs follow-ups from code review:
- `TLS_CSR_SUBJECT` env-var parametrisation applied to both CSR and self-signed cert paths
- curl `--max-redirs 0 --proto '=https'` + post-fetch PEM validation in `tls-fetch.sh`
- `ulimit -c 0` + array-form `COMPOSE_FILES` (POSIX-safe, bash 3.2 compatible)
- TLS section added to `config/.env.template`
- Historical-note headers in `docs/superpowers/{plans,specs}/2026-04-09-*.md` flagging the profile rename
2026-04-25 19:51:25 +00:00
ZdenekSrotyr
1381770057
fix(auth): uvicorn --proxy-headers + Google OAuth doc + vendor-agnostic OSS rule in CLAUDE.md (#39)
* fix(compose): pass --proxy-headers to uvicorn so OAuth callbacks resolve to https

When the app runs behind a reverse proxy (Caddy, nginx, Cloudflare Tunnel),
uvicorn's default policy of trusting X-Forwarded-* only from 127.0.0.1 means
the request the container sees still looks like http://localhost:8000/...,
even when the user is on https://. The OAuth provider then sends Google a
callback URL Google has never seen — Error 400: redirect_uri_mismatch.

--proxy-headers + --forwarded-allow-ips '*' tell uvicorn to honor those
headers from any source. The container only ever sees its own docker network
anyway; trusting it everywhere is safe in this deployment shape.

Adds docs/auth-google-oauth.md with the full operator gotcha list — env
vars that have to be set, instance.yaml fields that silently fall back to
defaults, and the DB workaround for ad-hoc role promotion when
SEED_ADMIN_EMAIL was missed on first boot.

* docs(claude): codify vendor-agnostic OSS rule for AI agents and humans

Adds a "Vendor-agnostic OSS" section to CLAUDE.md spelling out what cannot
land in this repo (specific deployments, internal hostnames/projects, cross-
references to private repos, customer-specific paths) and how to phrase
abstractions instead. Plus a pre-PR grep checklist in the existing "Git
Commits & Pull Requests" section.

This trips up agents and humans alike — the previous version of #39 had
private-deployment references in the body and a customer domain in a doc
example. Surfacing the rule once in the file every Claude/Cursor/Aider
session reads should prevent that on the next PR.

* docs(oauth): cover DOMAIN + SERVER_URL env vars introduced by PR #48

PR #48 (merged) added DOMAIN-gated Secure cookie in google.py and
documented SERVER_URL in .env.template, but this operator doc was
drafted before that merge and didn't reference either variable.
Adding both to the env table and extending the common-failure-modes
table with a sticky-cookie / redirect-URI-mismatch entry that
references SERVER_URL as the host-header-independent fix. Also
aligns the compose command snippet with the `='*'` syntax that
actually ships on main post-PR #48.

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

---------

Co-authored-by: Vojtech Rysanek <vrysanek@groupon.com>
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 07:07:33 +00:00