agnes-the-ai-analyst/cli/lib/pull_sync.py
ZdenekSrotyr 64cf78860d
feat(stack): unified Browse + My Stack for Data Packages and Memory (v49 schema) (#333)
* feat(unified-stack): Browse + My Stack + Recipes + RBAC matrix (v49–v55)

Squash of 94 commits spanning the v49 → v55 unified-stack rewrite.
Full per-feature breakdown lives in CHANGELOG.md under [Unreleased].
Major buckets:

* v49 schema — first-class user_groups + user_group_members +
  resource_grants; admin can CRUD groups and grants; Google
  Workspace nightly sync writes into the new tables.
* v49 data_packages — admin-curated bundles of tables, RBAC-gated,
  first-class section on /catalog Browse + My Stack.
* v49 memory_domains — row-backed (replaces hardcoded VALID_DOMAINS
  enum); admin can CRUD; grants follow the same shape as tables and
  packages.
* v50 cover_image_url + admin sidebar collapsibles + per-row Mode
  tooltip + admin queue domain badges + admin "+ New Item" seed flow.
* v51 lifecycle status (prod/poc/coming-soon/draft) + category +
  palette swatches on admin modals.
* v52 per-table detail page /catalog/t/<id>.
* v53 Recipes — admin-curated SQL templates as a second tab on
  /catalog with full Edit/Delete admin affordances.
* v54 soft-delete (deleted_at) + Undo toast for packages, memory
  domains, and recipes; hard_delete() retained as escape hatch.
* v55 Recipes RBAC — ResourceType.RECIPE registered, inline Group
  Access matrix on Create + Edit Recipe modals (mirrors the Memory
  Domain pattern).
* Activity Center per-resource filter (resource_prefix LIKE-anchored
  on audit_log.resource); admin nav g+letter keyboard shortcuts;
  loadAdminTablesLayout N+1 → single endpoint; /api/memory 30s
  page-level cache.
* CI hardening — Keboola legacy tests pytest.importorskip; perf-
  smoke threshold widened to stop cold-cache flake.

5002 tests passing, 35 skipped.

* feat(p2 backlog): Cmd-K palette + suggest-a-domain + nightly E2E + v55 schema

10-item P2 sweep on top of the unified-stack squash. New behaviour:

* Cmd-K admin command palette (base.html) — fuzzy-search overlay over
  admin + user-facing routes. Arrows/Enter to navigate, Esc to close.
* Stack-tabs digit shortcuts — 1/2/3 switch Browse / My Stack /
  Recipes on /catalog + /corporate-memory.
* Friendlier non-admin empty state on /corporate-memory, plus a
  "Suggest a domain" CTA → POST /api/memory-domain-suggestions, admin
  queue with approve/reject. Backed by a new memory_domain_suggestions
  table (schema v55).
* /admin/corporate-memory 7-tab strip grouped under Moderation /
  Catalog parent labels.
* Bulk-assign table → package dropdown annotates each option with
  "(N of M tables already in)" so the existing distribution is visible
  before picking a target.
* GET /api/memory + /tree accept is_required filter; admin status
  dropdowns route the "Required" sentinel onto it (status no longer
  holds 'mandatory' post-v49, so the old dropdown returned nothing).
* chip-input.js is now opt-in per template via {% block extra_scripts %}
  instead of loaded globally on every page from base.html.
* Edit-modal close helpers consolidated onto _closeEditModalById();
  docs the per-source-type modal architecture decision.
* New .github/workflows/e2e-nightly.yml runs agent-browser smoke
  scripts (scripts/e2e/smoke_*.sh) against a docker-compose stack
  nightly at 04:30 UTC; failures open an agent-browser-nightly issue.

5012 tests passing, 35 skipped.

* fix(visual audit): 6 page regressions on memory + data-package surfaces

agent-browser walkthrough of every memory + data-package page in the PR
turned up 6 real bugs. Fixes:

1. Admin memory modals were dead. Duplicate `let _cmdNewDomainId`
   declarations from the deprecated step-2 RBAC stubs in
   admin_corporate_memory.html collided with the live state vars
   declared earlier in the same <script> → SyntaxError on parse →
   the entire second script block silently failed → every inline
   onclick= handler defined there (`+ New Memory Domain`, Edit, etc.)
   was a no-op. Removed the duplicate stubs.

2. /catalog/t/<table_id> + /catalog/r/<slug> rendered unstyled.
   Both templates injected their CSS via {% block head %} but
   base.html exposes {% block head_extra %} — wrong block name
   meant <style> rules never reached the rendered HTML. Renamed
   to head_extra. Hero card, section cards, dark SQL block, proper
   full-width inputs all now render as designed.

3. L49 leak — "MANDATORY" KPI label + "Make Mandatory" row buttons
   on /admin/corporate-memory still used the old word. Renamed to
   "Required" / "Mark as Required" so UI matches the data model
   (v49 split moved the Required tier onto the orthogonal
   is_required boolean; status no longer holds 'mandatory').

4. Activity Center Resource dropdown didn't know the v55
   `memory_domain_suggestion:` namespace — added it.

5. Tab strip on /admin/corporate-memory wrapped text 2× per button
   on narrow viewports after the L50 MODERATION/CATALOG group
   labels pushed total width past most viewports. Switched the
   strip to flex-wrap:nowrap + overflow-x:auto with
   white-space:nowrap + flex-shrink:0 on every direct child so the
   tabs stay one row and slide horizontally when they overflow.

5012 tests passing, 35 skipped.

* rebase-cleanup: align with main's 0.54.25-27 API design + comment fix

Three follow-on fixes after rebasing onto origin/main (0.54.27):

* admin_tables.html: dropped a stray nested ``{% if data_source_type
  == 'keboola' %}`` around ``prefillFromKeboolaTable`` (main never had
  it; the outer Phase F2 guard already covers it) and reworded a JS
  comment that contained literal ``{% %}`` tokens which Jinja was
  parsing as a real tag → unbalanced if/endif → 30 template render
  failures across the suite.
* /api/stack/subscription/{type}/{id}: DELETE now returns 204 instead
  of 200 per the 0.54.26 design rules. CLI client + parity tests
  updated to accept 2xx / assert 204.
* Memory-domain suggestion approve/reject paths added to
  ``_VERB_PATH_ALLOWLIST`` — they are pending → approved/rejected
  state-machine transitions (approve also creates the real
  memory_domains row as a side effect), so the RPC shape is
  intentional rather than a missed PATCH refactor.

5035 tests passing, 35 skipped.

* fix(catalog_table_detail): real polish pass — hero glyph, dedup pills, rows/size meta, scoped sync CTA

The previous fix only got the block-name typo so the existing CSS rendered.
The actual layout was still wireframe-tier on close inspection:

* No cover glyph in the hero (a flat white card with title + meta line);
  data-package + memory-domain detail pages both have a colored icon
  square. Restored parity — table.icon emoji if set, otherwise initials
  on a colored square using table.color.
* "INTERNAL" pill rendered twice for agnes_audit etc. — the mode pill
  and the source-type pill happened to be identical strings. Now skip
  the source pill when it matches the mode (`internal == internal`).
* Bucket / source_table code chip showed `Agnes Internal.audit_log` for
  internal rows — meaningless to a user. Hidden when source_type is
  internal.
* `pairs_well_with` admin input was a comma-separated `<input>` always
  visible. Wrapped all 4 sections in an Edit-on-demand toggle: read-
  only display by default, "+ Add" / "Edit" button on the right edge
  of each section header reveals the inline form, Cancel hides it.
* "Trigger sync now" was a cramped link squashed into the empty-state
  flex row (visible as `Tr…` overflow before). Promoted to a proper
  btn-primary button under the empty-state copy. Hidden entirely for
  internal tables (which are server-managed — no upstream to pull).
* Hero meta now surfaces row count + payload size (when sync_state has
  them) + last sync timestamp on a single line — was missing from the
  original.
* Mode pills colored by tier (local=green, remote=amber, materialized=
  blue, internal=gray) so the basic fact about a table reads at a
  glance, not from upper-cased ALL-CAPS text alone.

* tests(v56): TDD baseline for extended data-packages content + per-table docs

68 failing tests across 8 files spec the v56 surface before any
implementation lands:

* test_schema_v55_to_v56_migration.py — schema bump, additive ALTERs
  on data_packages + table_registry, idempotency, sequential-upgrade
  preservation
* test_data_packages_repo_v56.py — repo create/update/get/list for
  owner_name, owner_team, tags, long_description, when_to_use,
  when_not_to_use, example_questions (JSON list round-trip, empty
  defaults, partial-update preservation)
* test_table_registry_v56_docs.py — update_docs for grain, platforms,
  partition_col, history, gotchas; preserves v52 docs columns
* test_api_data_packages_v56.py — PUT/POST/GET for all new fields,
  field-level validation (tag count, bullet length, description size),
  virtual badge derivation (curated/new)
* test_api_registry_docs_v56.py — PATCH /api/admin/registry/{id}/docs
  for v56 fields, validation, RBAC unchanged
* test_web_catalog_package_detail_v56.py — /catalog/p/<slug> rewrite
  asserts on rendered owner line, tag pills, badges, What it is,
  Use it when, Skip it when, Example questions, per-table extended
  detail in collapsible row, key-gotcha distinctness, admin-only Edit
* test_web_stack_card_v56_metadata.py — Browse-grid card additions
  (owner chip, tag chips, badges) without breaking back-compat for
  rows missing the new fields
* test_data_packages_no_vendor_content.py — CI guard: scans app/ +
  src/ + cli/ + config/ + scripts/ for Groupon-specific tokens from
  the colleague's spec MD; fails if any leak into OSS surfaces
* test_db_schema_version.py — bumped 55 → 56 with rationale

Plus updates schema-version assertion to 56. Implementation lands in
subsequent commits (schema migration → repo → API → templates).

* feat(v56): schema + repo for extended data-packages content

Schema additions (ALTER ADD COLUMN IF NOT EXISTS — additive + idempotent):

* data_packages: owner_name, owner_team, tags, long_description,
  when_to_use, when_not_to_use, example_questions (JSON-as-VARCHAR for
  the lists)
* table_registry: grain, platforms, partition_col, history, gotchas
  (extends the v52 sample_questions / things_to_know / pairs_well_with
  docs surface with structured per-table content)

Repo extensions:

* DataPackagesRepository.create + update accept the new fields with
  the same Optional-is-no-op contract as v51 (pass an empty list to
  clear a JSON column)
* _decode_row decodes the new JSON-list columns to Python lists; NULL
  rounds back to [] so callers don't branch
* TableRegistryRepository.update_docs grew the v56 fields alongside
  the existing v52 ones — single PATCH can write either tier
  atomically
* TableRegistryRepository._decode_row picks up platforms + gotchas in
  the same NULL-tolerant decoder

22 repo + migration tests passing. API + UI land in subsequent commits.

* feat(v56): API surface for extended data-packages + per-table docs

CreateDataPackageRequest + UpdateDataPackageRequest grew the v56 fields
(owner_name, owner_team, tags, long_description, when_to_use,
when_not_to_use, example_questions) with per-field validators that
match the Foundry spec checklist:

  * tags: ≤8 entries × ≤30 chars
  * long_description: ≤4000 chars
  * use/skip: ≤8 bullets × ≤200 chars
  * example_questions: ≤12 × ≤200 chars

_serialize emits all v56 fields plus a virtual ``badges`` list derived
server-side at render time (no DB column needed): "curated" when the
creator is in the Admin group, "new" within 30 days of created_at.
Backdating created_at or admin-status changes pick up automatically.

PATCH /api/admin/registry/{id}/docs extended with v56 structured
per-table fields (grain, platforms, partition_col, history, gotchas).
gotchas: list of {key: bool, body: str} Pydantic models with the same
≤8 cap; first key=true entry becomes the Key gotcha on the rendered
package detail page. PATCH echoes the fresh state so callers can
re-render without a second GET.

26 API tests passing (16 data-packages + 10 registry-docs).

* feat(v56): /catalog/p/<slug> rewrite + Browse-grid card augmentation

The third (and final) v56 commit lights up the UI surfaces backed by
the schema + API commits earlier in this PR:

* /catalog/p/<slug> template rebuilt around the Foundry spec's
  section ladder — hero (icon + name + badges + owner + tags +
  description + meta + Add-to-stack), "What it is" markdown body,
  paired "Use it when / Skip it when" panels, "Tables in this
  package" with collapsible per-table extended detail (grain /
  platforms / partition_col / history / gotchas + sample questions),
  and an "Example questions you can ask Claude" prompt panel. Each
  section guarded by ``{% if pkg.<field> %}`` — empty content fields
  hide the section entirely (no "No X yet" placeholder noise on the
  public-facing drilldown).
* router catalog_package_detail hydrates per-table v56 fields onto
  the tables list + derives the virtual badges (curated / new)
  server-side from creator-in-Admin + 30-day created_at.
* StackResolver.ResourceEntry grew owner_name / owner_team / tags /
  badges; _fetch_entries pulls the v56 columns + computes badges
  once per fetch using a single Admin-group SELECT.
* _data_package_entry_dict adapter passes the new fields through to
  the macro; tags are merged source-type pills + admin-authored
  category tags per the spec convention.
* _stack_card.html renders the v56 badges (top-left, data-badge=
  hooks) + the owner chip (data-card-owner hook) without breaking
  back-compat — pre-v56 rows render unchanged.
* Admin PUT handler strips the v56 docs fields from the
  read-modify-write merged dict so register() doesn't blow up
  with the now-larger row shape (same pattern as the v52 docs
  fields stripping).

5115 tests passing (+98 v56 + 18 fixed regressions from the merged-
register PUT path), 35 skipped.

* fix(rbac): Edit-on-package + Group-access 'required' persistence + CI vendor guard

Three related bugs reported on the merged-with-main branch:

1. Clicking Edit on a Data Package card landed on /admin/tables with
   a `#<pkg.id>` hash that nothing listened to — admin saw the global
   table listing, not the editor for that specific package. Added a
   `?edit_package=<pkg_id>` query-param handler in admin_tables.html
   (analog to the existing `?edit=<table_id>` and `?assign_to=<pkg_id>`
   patterns) that calls openEditDataPackageModal on DOMContentLoaded
   after a 250ms layout settle. Updated the package-detail Edit link
   to use the new query param.

2. Setting Group Access to 'required' didn't persist — re-opening
   the modal showed 'available'. Root cause was the v49
   ``resource_grants.requirement`` enum existing in the DB but the
   POST /api/admin/grants endpoint not surfacing it: ``CreateGrantRequest``
   declared only group_id + resource_type + resource_id, so Pydantic
   silently dropped the matrix's ``requirement: 'required'`` payload
   and the new row landed at the DB column default ('available').
   Plumbed ``requirement`` through ``CreateGrantRequest`` →
   ``ResourceGrantsRepository.create`` so the value persists in one
   round-trip. Plus a UNIQUE-constraint race in the matrix
   diff-apply: DELETE-old + POST-new ran in parallel via
   ``Promise.allSettled``, so POST could fire first and trip the
   unique check before DELETE freed the slot. Switched to sequential
   (await all deletes; then await all writes) across all three
   matrices (Edit Data Package, Edit Memory Domain, Edit Recipe).

3. CI vendor-content guard ``test_no_groupon_specific_strings_in_oss``
   tripped on two of my own docstrings: a "Foundry Data team" mention
   in two src/db.py comments + an ``s1_session_landings`` example in
   cli/skills/agnes-table-registration.md. Rephrased the comments to
   "extended-descriptions admin spec" and replaced the example with
   a generic ``events_daily`` table name.

5164 tests passing, 35 skipped (+4 regression tests pinning the POST
/api/admin/grants requirement contract). Vendor guard back to green.

* fix(catalog): admin Browse path drops v58 card fields

The /catalog and /memory admin god-mode branch built ResourceEntry
instances inline from pkg_repo.list() / domains_repo.list() and skipped
owner_name, owner_team, tags, and derived badges (curated/new). Visible
symptom: a package with an owner + tags rendered with the v56 chrome
for non-admin viewers but as a bare card for admins.

Adds StackResolver.browse_admin(user_id, resource_type) — admin god-mode
Browse that walks the full table but routes through the same
_fetch_entries enrichment pass as browse(), so admin + non-admin Browse
stay visually consistent. Both /catalog and /corporate-memory routes
switch to it.

Regression test in tests/test_stack_resolver_browse_admin.py covers:
owner/tags propagation, new/curated badge derivation, in_stack from
admin subscriptions, all-packages-regardless-of-grants, and the
ValueError for unsupported resource types.

* fix(catalog): three /catalog tab-strip UX bugs

1. Required Remove → red toast
   browse_admin passed empty required_ids to _fetch_entries, so the
   admin's own required grants surfaced as 'available' and the macro
   rendered an actionable Remove button that POST /unsubscribe 400'd
   on. Now derives required_ids from the admin's own groups so
   Required packages render with the disabled "In stack (required)"
   button. Regression test in test_stack_resolver_browse_admin.py.

2. Remove green-toasts but card stays until refresh
   The My-Stack empty-state placeholder was only emitted server-side
   when stack_entries was empty at render time. Removing the last
   card left the tab completely blank — users read that as "Remove
   didn't work, let me refresh". Both grid + empty-state are now
   always rendered with one of them initially hidden; the JS swaps
   visibility on add/remove instead of injecting DOM. Same fix in
   /corporate-memory.

3. "What are Recipes?" + ambiguous (admin) suffix
   Recipes tab now carries its own curator-block explainer (the
   shared one was moved inside Browse view so it doesn't bleed
   across tabs). The grey "(admin)" suffix becomes a yellow
   .admin-only-hint chip with a title tooltip — visibility hint is
   now unambiguous: yellow chip = "only you see this", non-admins
   don't see the affordance at all.

* schema: renumber v51..v58 → v52..v59 to make room for main's v51

Main 0.54.29 introduced a NEW v51 (table_registry.bq_fqn — issue #343)
that releases ahead of this branch. The unified-stack chain v51..v58
shifts up by one so main's v51 stays as the released schema and ours
become v52..v59. Function names, internal version bumps, dispatch
ladder thresholds, and the migration-test references all move
together. Subsequent merge with main lands the bq_fqn column at the
freed v51 slot.

* fix(seed): seed admin lands in BOTH Admin AND Everyone groups

The LOCAL_DEV_MODE / SEED_ADMIN_EMAIL bootstrap only added the seed
user to Admin. Everyone-scoped grants — the canonical "every-user-
sees-this" pattern for Required onboarding — didn't surface for the
seed admin's own /catalog because they weren't in Everyone. Symptom:
admin grants a Required-tier package to Everyone, then sees it on
/catalog still rendered with an "Add to stack" button (because the
admin's resolved required_ids was empty for that package).

The dual-membership keeps Admin (authorization) and Everyone
(default-grant target) intentionally separate per the design comment
on UserRepository.create — every membership remains traceable to a
concrete row, just now with a system_seed row in Everyone too. Both
INSERTs go through UserGroupMembersRepository.add_member which is
idempotent on (user_id, group_id), so re-fires on every lifespan
startup don't duplicate rows.

Regression test in test_main_seed_admin_everyone.py.

* style: unify admin-only hints across marketplace + memory detail pages

Replaces three stale ``(admin)`` parentheticals with the same yellow
``admin-only`` chip introduced for /catalog tab actions. Same tooltip
copy ("Visible only to admins — analysts won't see this …") so the
visibility hint is unmistakable wherever it appears:

- Hard delete on marketplace_plugin_detail (admin-only destructive
  action — same gating as the original suffix conveyed).
- Hard delete on marketplace_item_detail (same).
- Edit link on memory_domain_detail (title-attr only before; now a
  visible chip too).

Non-admin viewers never saw these affordances — the gates are
unchanged. Pure styling pass for consistency.

* fix(catalog): exclude soft-deleted data packages + memory domains from Browse

``StackResolver._fetch_entries`` and ``browse_admin`` were querying
data_packages / memory_domains without a ``deleted_at IS NULL`` guard.
A package soft-deleted via /admin/* (v54 soft-delete contract) stayed
visible on /catalog and /memory until either an Undo or a hard delete
— directly contradicting the soft-delete UX which is supposed to
remove the affordance immediately and only retain the row for the
Undo window.

The repository accessors (DataPackagesRepository.list,
MemoryDomainsRepository.list, list_packages_of_table, etc.) already
filter deleted rows; this commit brings the resolver's direct SQL in
line with that contract.

Regression test in test_stack_resolver_browse_admin.py.

* fix(catalog): Add/Remove updates full card chrome, not just button

The previous _applyStackChange flipped only the footer button label —
the card border (.is-in-stack class), top-right "In stack" badge, and
button color class (--add / --remove) stayed at their server-rendered
state. After Add the user saw the button checkmark but the rest of
the card still looked like "available, not in stack". They read this
as "the change didn't take — let me refresh".

This commit makes the optimistic update mirror what the server-side
macro renders for the new state:

* ``c.classList.toggle('is-in-stack', becameInStack)`` — flips the
  border + visual state class.
* Top-right ``.stack-card__req-badge--instack`` badge is injected on
  Add, removed on Remove (skipped when ``data-requirement='required'``
  — that slot is owned by the Required badge).
* Button text is "Remove" / "+ Add to stack" matching the macro
  (was "✓ In stack" which was visually nice but inconsistent).
* Button color class --add / --remove swaps so the destructive Remove
  tint kicks in immediately.

The clone-into-My-Stack path applies the same updates so the new card
in My Stack reads identically to a server-rendered in_stack card.
Mirrored in /corporate-memory.

* fix(memory): four Devin-review bugs on /memory drill-down + manifest

PR #333 Devin review surfaced four real bugs that ship a broken
/memory experience even though the unit tests passed.

1. Manifest md5 omits is_required + content (app/api/sync.py:836-840)
   _build_memory_domains_section hashed only (id|title|status) per
   item. _build_per_domain_markdown routes items between "## Required"
   and "## Approved" by is_required and embeds full content — so an
   admin edit of either dimension left the manifest md5 unchanged,
   `agnes pull` skipped the re-fetch, and the analyst kept a stale
   bundle.md. Now both fields participate in the hash.

2. required_count always 0 (src/repositories/memory_domains.py)
   list_items_of_domain only SELECTed (id, title, status) so the
   `it.get("is_required")` in the manifest builder always evaluated
   to None → required_count = 0 regardless of actual state. The
   manifest builder advertised a count it could never compute. Now
   projects is_required + content too (required by fix 1 anyway).

3. Vote URL 404 (memory_domain_detail.html:289-290)
   Constructed `/api/memory/items/{id}/vote` but the route is
   `/api/memory/{id}/vote`. Every upvote/downvote button was a
   silent no-op.

4. Dismiss/undismiss URL + method both wrong (memory_domain_detail.html:296-305)
   Constructed `/api/memory/items/{id}/dismiss` (extra /items/) and
   /undismiss (no such route — undismiss is DELETE on /dismiss).
   Both buttons silently 404'd. Now POST + DELETE on
   `/api/memory/{id}/dismiss` per app/api/memory.py:635/675.

* fix: multi-agent reviewer findings — vendor-token scrubs + manifest md5 predicate + soft-delete filter

Three reviewer findings from the multi-agent review on PR #333,
fixed in-place per CLAUDE.md issue-economy rule.

Reviewer-rules (Important — vendor-agnostic OSS):
- app/main.py:218 comment: replaced 'foundryai-prod' with generic
  'a customer prod instance' phrasing. Public OSS repo must not
  carry customer-specific tokens (CLAUDE.md § Project conventions).
- tests/test_table_registry_v56_docs.py:70 fixture string:
  replaced "user_brand_affiliation = 'groupon'" with 'acme' on
  the same rule.

Reviewer-architecture (closes still-unresolved Devin 🚩 ANALYSIS):
- app/api/sync.py _build_memory_domains_section: md5 hash loop now
  filters items to the SAME predicate the bundle renderer uses
  (is_required OR status='approved'). Pre-fix the hash iterated ALL
  items but _build_per_domain_markdown only rendered the union of
  required items + approved-non-required items — so an admin edit
  to a pending/rejected non-required item flipped the md5 against
  an identical-bytes bundle, triggering a wasteful re-fetch on
  every analyst's next 'agnes pull'. The earlier commit fixed the
  hash-input fields (is_required + content); this closes the
  set-of-items asymmetry Devin separately flagged.

Reviewer-RBAC (minor cleanup):
- app/resource_types.py _data_package_blocks and _memory_domain_blocks
  now filter 'WHERE deleted_at IS NULL' (v54 soft-delete column) so
  the /admin/access UI doesn't surface soft-deleted entities as
  grantable. Mirrors the existing filter on _recipe_blocks. No
  security leak pre-fix (resolver double-filters and re-checks at
  serve time), just UI cleanliness.
- app/services/stack_resolver.py add_to_stack: docstring note
  added explaining that authorization is enforced at the API layer
  (app/api/stack.py can_access gate), not at the resolver. The
  initial review suggested adding a defensive 403 here, but that
  broke 5 existing tests that legitimately call add_to_stack
  directly without setting up grants first; the docstring captures
  the contract instead. stack() already intersects subscriptions
  with current available_ids on every read, so a 'zombie' row from
  a misuse never leaks into the user-facing manifest.

* release: 0.55.0 — unified Browse + My Stack (Data Packages + Memory), schema v48→v59, 3 BREAKING
2026-05-19 15:00:15 +02:00

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"""Per-type sync engine for the v49 unified stack (Phase 7, Task 7.5).
Implements the sync semantics from Section 5 of the unified-stack design:
- Per-type loop over ``data_packages`` / ``memory_domains`` /
``direct_tables`` parsed from the extended ``/api/sync/manifest``.
- Reference-counted parquet store at ``<local_dir>/data/_shared/`` with
symlink-style "references" under per-package and ``_direct/`` dirs.
- Windows-friendly fallback hierarchy: ``os.symlink`` → ``os.link``
(hardlink) → ``shutil.copy2``. Per-file ``strategy`` is recorded in
``sync_state.json`` so the reverse delete uses the right unlink.
- Memory bundles materialized as ``<local_dir>/memory/<slug>/bundle.md``
via the per-domain ``/api/memory/bundle?domain=<slug>`` endpoint.
- Invariant audit + auto-heal at the end of every pull.
This module is intentionally decoupled from the legacy
``cli/lib/pull.py:run_pull`` flow (which still writes the
``server/parquet/`` workspace tree consumed by older readers). The new
per-type sync targets ``<local_dir>/data/`` and is invoked from
``run_pull`` after the legacy flow completes.
Layout::
<local_dir>/
├── data/
│ ├── _shared/<table_id>.parquet # canonical, ref-counted
│ ├── _direct/<table_name>.parquet # → _shared/<id>.parquet
│ ├── <package_slug>/<table_name>.parquet
│ └── …
└── memory/
└── <domain_slug>/bundle.md
"""
from __future__ import annotations
import hashlib
import logging
import os
import re
import shutil
import time
from dataclasses import dataclass, field
from pathlib import Path
from typing import Any, Callable, Dict, Iterable, List, Optional, Tuple
logger = logging.getLogger(__name__)
# Reserved subdirs of ``<local_dir>/data/`` that are NOT package slugs.
_SHARED_DIRNAME = "_shared"
_DIRECT_DIRNAME = "_direct"
_RESERVED_DATA_DIRS = frozenset({_SHARED_DIRNAME, _DIRECT_DIRNAME})
_SAFE_SEGMENT_RE = re.compile(r"^[A-Za-z0-9_.\-]+$")
@dataclass
class TypeReport:
"""Per-type sync outcome — what landed, what changed, what was removed."""
added: int = 0
updated: int = 0
removed: int = 0
errors: list = field(default_factory=list)
@dataclass
class SyncReport:
"""Aggregate sync outcome the CLI surface uses for the status line."""
direct_tables: TypeReport = field(default_factory=TypeReport)
data_packages: TypeReport = field(default_factory=TypeReport)
memory_domains: TypeReport = field(default_factory=TypeReport)
invariant_violations: list = field(default_factory=list)
def total_changes(self) -> int:
return sum(
r.added + r.updated + r.removed
for r in (self.direct_tables, self.data_packages, self.memory_domains)
)
# ---------------------------------------------------------------------------
# Reference store (symlink/hardlink/copy with strategy tracking)
# ---------------------------------------------------------------------------
def _safe_segment(name: str) -> str:
"""Return ``name`` if it's safe to use as a path segment, else raise.
Manifest slugs and table ids come from server-controlled rows but the
sync layer is the last line of defense before they hit the local
filesystem — guard against traversal/control chars/empty.
"""
if not name or not _SAFE_SEGMENT_RE.match(name):
raise ValueError(f"unsafe path segment: {name!r}")
return name
def _shared_path(local_data_dir: Path, table_id: str) -> Path:
return local_data_dir / _SHARED_DIRNAME / f"{_safe_segment(table_id)}.parquet"
def _link_or_copy(
src: Path, dst: Path,
) -> str:
"""Create a reference from ``dst`` → ``src``.
Tries ``os.symlink`` first (cheap, observable, works on POSIX +
modern Windows with developer mode). Falls back to ``os.link``
(hardlink — same volume only) on OSError, then ``shutil.copy2``
(dedup lost, function preserved).
Returns the strategy used so the sync_state row records it and the
reverse delete picks the right unlink path.
"""
dst.parent.mkdir(parents=True, exist_ok=True)
# Atomic-ish: if a stale reference exists, drop it first so the create
# below doesn't trip over FileExistsError on POSIX symlink.
if dst.exists() or dst.is_symlink():
try:
dst.unlink()
except OSError:
logger.warning("link/copy: pre-existing %s could not be removed", dst)
try:
os.symlink(src, dst)
return "symlink"
except OSError:
pass
try:
os.link(src, dst)
return "hardlink"
except OSError:
pass
shutil.copy2(src, dst)
logger.warning(
"fallback to copy for %s — dedup will be lost for this entry",
dst.name,
)
return "copy"
def _remove_reference(ref: Path, strategy: Optional[str]) -> None:
"""Reverse of ``_link_or_copy``. ``strategy`` selects the right unlink
semantics; ``None`` falls back to a best-effort ``unlink`` (handles
pre-strategy-tracking state files)."""
if not ref.exists() and not ref.is_symlink():
return
# symlink / hardlink / copy all unlink the same way at the local node
# — the difference is in inode bookkeeping. shutil.copy2's target is
# an independent file and must be `unlink`'d, same as the others.
try:
ref.unlink()
except OSError:
logger.warning("could not unlink reference %s", ref)
def _count_references(shared_path: Path, local_data_dir: Path) -> int:
"""Count how many references in ``local_data_dir`` point at
``shared_path``. A reference is a symlink whose resolved target is
the shared file, OR a hardlink (same inode), OR a copy of the
canonical file (same byte content — best-effort heuristic).
For symlinks we use ``Path.resolve()`` and compare; for hardlinks we
compare ``st_ino``; for copies we don't track them per-shared (the
fallback path explicitly logs that dedup is lost).
"""
if not shared_path.exists():
return 0
try:
shared_stat = shared_path.stat()
except OSError:
return 0
count = 0
for sub in local_data_dir.iterdir():
if sub.name == _SHARED_DIRNAME or not sub.is_dir():
continue
for ref in sub.iterdir():
if not ref.exists() and not ref.is_symlink():
continue
if ref.is_symlink():
try:
target = ref.resolve(strict=False)
except OSError:
continue
if target == shared_path.resolve(strict=False):
count += 1
continue
try:
ref_stat = ref.stat()
except OSError:
continue
if (
ref_stat.st_dev == shared_stat.st_dev
and ref_stat.st_ino == shared_stat.st_ino
):
count += 1
return count
# ---------------------------------------------------------------------------
# Local-state I/O (sync_state.json under <local_dir>)
# ---------------------------------------------------------------------------
def _read_sync_state(local_dir: Path) -> Dict[str, Any]:
import json
p = local_dir / "sync_state.json"
if not p.exists():
return {}
try:
return json.loads(p.read_text(encoding="utf-8"))
except Exception:
logger.warning("sync_state.json unreadable; treating as empty")
return {}
def _write_sync_state(local_dir: Path, state: Dict[str, Any]) -> None:
import json
local_dir.mkdir(parents=True, exist_ok=True)
p = local_dir / "sync_state.json"
p.write_text(json.dumps(state, indent=2, sort_keys=True), encoding="utf-8")
# ---------------------------------------------------------------------------
# Manifest parsing helpers
# ---------------------------------------------------------------------------
def _server_table_md5(t: dict) -> str:
"""Server-side md5 lives on different keys depending on connector —
legacy ``tables[]`` uses ``hash``, new ``data_packages[].tables[]``
uses ``md5``. Accept both."""
return t.get("md5") or t.get("hash") or ""
def _server_table_url(t: dict) -> str:
"""Download URL. New manifest carries ``parquet_url`` per table;
legacy code uses ``/api/data/{id}/download`` derived from the id."""
url = t.get("parquet_url")
if url:
return url
tid = t.get("id")
if tid:
return f"/api/data/{tid}/download"
return ""
def _server_table_skip(t: dict) -> bool:
"""Remote-mode tables have no parquet — skip them in the per-type
sync (the master DuckDB ATTACH still resolves them on demand)."""
return (t.get("query_mode") or "").lower() == "remote"
# ---------------------------------------------------------------------------
# Per-type sync
# ---------------------------------------------------------------------------
def _sync_table_into(
*,
table: dict,
dest: Path,
local_data_dir: Path,
table_state: dict,
fetcher: Callable[[str, Path], None],
md5_of: Callable[[Path], str],
) -> Tuple[Optional[dict], bool]:
"""Materialize one server-side table into ``dest`` (a reference
inside a package or ``_direct/``). Returns ``(state_entry, did_fetch)``.
The canonical parquet lives in ``_shared/<id>.parquet``. If a
matching file already exists with the right md5 it is reused (no
re-fetch); otherwise it's fetched once and every package that
references it links to it.
Skips remote-mode tables and tables missing both ``id`` and an md5
(defensive — a malformed manifest entry shouldn't crash the pull).
"""
if _server_table_skip(table):
return None, False
tid = table.get("id")
if not tid:
return None, False
expected_md5 = _server_table_md5(table)
shared = _shared_path(local_data_dir, tid)
must_fetch = (
not shared.exists()
or (expected_md5 and md5_of(shared) != expected_md5)
)
fetched = False
if must_fetch:
shared.parent.mkdir(parents=True, exist_ok=True)
url = _server_table_url(table)
if not url:
raise ValueError(f"manifest table {tid} has no parquet_url and no id")
fetcher(url, shared)
fetched = True
if expected_md5:
actual = md5_of(shared)
if actual != expected_md5:
shared.unlink(missing_ok=True)
raise ValueError(
f"md5 mismatch on {tid}: expected {expected_md5[:12]}, got {actual[:12]}"
)
strategy = _link_or_copy(shared, dest)
entry = {
"table_id": tid,
"md5": expected_md5,
"shared_path": str(shared),
"ref_path": str(dest),
"strategy": strategy,
}
return entry, fetched
def _delete_table_reference(
*,
ref_path: Path,
shared_path: Path,
local_data_dir: Path,
strategy: Optional[str],
) -> None:
"""Remove a reference and, if no references remain, the shared
parquet itself. Reference counting walks every NON-``_shared``
subdir under ``data/`` looking for other references."""
_remove_reference(ref_path, strategy)
# Refresh count AFTER our own unlink so we don't count it ourselves.
remaining = _count_references(shared_path, local_data_dir)
if remaining == 0 and shared_path.exists():
try:
shared_path.unlink()
except OSError:
logger.warning("could not unlink orphan shared %s", shared_path)
def sync_direct_tables(
*,
server_tables: List[dict],
local_data_dir: Path,
prev_state: Dict[str, Any],
fetcher: Callable[[str, Path], None],
md5_of: Callable[[Path], str],
) -> Tuple[Dict[str, Any], TypeReport]:
"""Sync the ``direct_tables`` array.
Each table lives under ``data/_direct/<name>.parquet`` linked to
``data/_shared/<id>.parquet``. The state dict key is the table's
``name`` (used as the on-disk filename) so removes can find the
correct reference even when ``id`` rotates server-side.
"""
report = TypeReport()
new_state: Dict[str, Any] = {}
server_names = {_safe_segment(t["name"]): t for t in server_tables if t.get("name")}
prev_names = set(prev_state.keys())
direct_dir = local_data_dir / _DIRECT_DIRNAME
# to_add to_update
for name, table in server_names.items():
if _server_table_skip(table):
continue
dest = direct_dir / f"{name}.parquet"
prev = prev_state.get(name)
is_new = prev is None
try:
entry, fetched = _sync_table_into(
table=table,
dest=dest,
local_data_dir=local_data_dir,
table_state=prev or {},
fetcher=fetcher,
md5_of=md5_of,
)
except Exception as exc:
report.errors.append({"name": name, "error": str(exc)})
continue
if entry is None:
continue
new_state[name] = entry
if is_new:
report.added += 1
elif fetched:
report.updated += 1
# to_delete = previous server
for name in prev_names - set(server_names):
prev = prev_state.get(name) or {}
ref_path = Path(prev.get("ref_path") or (direct_dir / f"{name}.parquet"))
shared = Path(prev.get("shared_path") or "")
if not shared.exists() and prev.get("table_id"):
shared = _shared_path(local_data_dir, prev["table_id"])
_delete_table_reference(
ref_path=ref_path,
shared_path=shared,
local_data_dir=local_data_dir,
strategy=prev.get("strategy"),
)
report.removed += 1
return new_state, report
def sync_data_packages(
*,
server_packages: List[dict],
local_data_dir: Path,
prev_state: Dict[str, Any],
fetcher: Callable[[str, Path], None],
md5_of: Callable[[Path], str],
) -> Tuple[Dict[str, Any], TypeReport]:
"""Sync the ``data_packages`` array.
State is a 2-level dict keyed by ``slug`` → ``{table_name: entry}``.
Tables share the canonical ``_shared`` store across packages.
"""
report = TypeReport()
new_state: Dict[str, Dict[str, Any]] = {}
server_by_slug = {_safe_segment(p["slug"]): p for p in server_packages if p.get("slug")}
prev_slugs = set(prev_state.keys())
for slug, pkg in server_by_slug.items():
pkg_dir = local_data_dir / slug
prev_pkg = prev_state.get(slug) or {}
server_tables = pkg.get("tables") or []
server_table_by_name = {
_safe_segment(t["name"]): t for t in server_tables if t.get("name")
}
new_pkg_state: Dict[str, Any] = {}
for name, table in server_table_by_name.items():
if _server_table_skip(table):
continue
dest = pkg_dir / f"{name}.parquet"
prev = prev_pkg.get(name)
is_new_table = prev is None
try:
entry, fetched = _sync_table_into(
table=table,
dest=dest,
local_data_dir=local_data_dir,
table_state=prev or {},
fetcher=fetcher,
md5_of=md5_of,
)
except Exception as exc:
report.errors.append(
{"package": slug, "name": name, "error": str(exc)}
)
continue
if entry is None:
continue
new_pkg_state[name] = entry
if is_new_table:
report.added += 1
elif fetched:
report.updated += 1
# Tables in prev but not server → drop references
for name in set(prev_pkg) - set(server_table_by_name):
prev = prev_pkg.get(name) or {}
ref_path = Path(prev.get("ref_path") or (pkg_dir / f"{name}.parquet"))
shared = Path(prev.get("shared_path") or "")
if not shared.exists() and prev.get("table_id"):
shared = _shared_path(local_data_dir, prev["table_id"])
_delete_table_reference(
ref_path=ref_path,
shared_path=shared,
local_data_dir=local_data_dir,
strategy=prev.get("strategy"),
)
report.removed += 1
new_state[slug] = new_pkg_state
# Packages in prev but not server → drop the whole package's references
# and the package's directory.
for slug in prev_slugs - set(server_by_slug):
prev_pkg = prev_state.get(slug) or {}
pkg_dir = local_data_dir / slug
for name, prev in prev_pkg.items():
ref_path = Path(prev.get("ref_path") or (pkg_dir / f"{name}.parquet"))
shared = Path(prev.get("shared_path") or "")
if not shared.exists() and prev.get("table_id"):
shared = _shared_path(local_data_dir, prev["table_id"])
_delete_table_reference(
ref_path=ref_path,
shared_path=shared,
local_data_dir=local_data_dir,
strategy=prev.get("strategy"),
)
report.removed += 1
# Drop the (now-empty) package dir.
if pkg_dir.exists():
try:
pkg_dir.rmdir()
except OSError:
# Non-empty (e.g. a stale file we don't track) — leave it
# for the next audit_invariants to surface.
pass
return new_state, report
def sync_memory_domains(
*,
server_domains: List[dict],
local_memory_dir: Path,
prev_state: Dict[str, Any],
bundle_fetcher: Callable[[str], bytes],
) -> Tuple[Dict[str, Any], TypeReport]:
"""Sync the ``memory_domains`` array.
Each domain materializes a single ``<slug>/bundle.md`` written from
``/api/memory/bundle?domain=<slug>``. The state row carries
``md5`` so unchanged bundles aren't re-fetched on idempotent pulls.
"""
report = TypeReport()
new_state: Dict[str, Any] = {}
server_by_slug = {_safe_segment(d["slug"]): d for d in server_domains if d.get("slug")}
prev_slugs = set(prev_state.keys())
for slug, dom in server_by_slug.items():
prev = prev_state.get(slug)
is_new = prev is None
expected_md5 = dom.get("md5") or ""
bundle_path = local_memory_dir / slug / "bundle.md"
must_fetch = (
not bundle_path.exists()
or expected_md5 != (prev or {}).get("md5")
)
if must_fetch:
try:
body = bundle_fetcher(slug)
except Exception as exc:
report.errors.append({"slug": slug, "error": str(exc)})
continue
bundle_path.parent.mkdir(parents=True, exist_ok=True)
bundle_path.write_bytes(body)
if is_new:
report.added += 1
else:
report.updated += 1
new_state[slug] = {
"slug": slug,
"md5": expected_md5,
"path": str(bundle_path),
}
for slug in prev_slugs - set(server_by_slug):
prev = prev_state.get(slug) or {}
bundle_path = Path(prev.get("path") or (local_memory_dir / slug / "bundle.md"))
if bundle_path.exists():
try:
bundle_path.unlink()
except OSError:
pass
# Remove empty dir for hygiene.
if bundle_path.parent.exists():
try:
bundle_path.parent.rmdir()
except OSError:
pass
report.removed += 1
return new_state, report
# ---------------------------------------------------------------------------
# Invariant audit
# ---------------------------------------------------------------------------
def audit_invariants(
local_data_dir: Path, sync_state: Dict[str, Any]
) -> List[str]:
"""Surface drift between disk + sync_state.
Returns a list of human-readable violation strings — emitted as
WARNING and used by the next pull to auto-heal:
- ``orphan _shared parquet`` — file in ``_shared/`` with zero
references → can be deleted next pull (we only WARN here, not
auto-clean, because the file may belong to a future package the
caller hasn't pulled yet; the next full pull will reconcile).
- ``broken reference`` — a state-recorded ref path doesn't exist
on disk → next pull will re-create it via _sync_table_into.
- ``dangling shared`` — state references a shared parquet that
doesn't exist → next pull re-fetches.
"""
violations: List[str] = []
shared_dir = local_data_dir / _SHARED_DIRNAME
if not shared_dir.exists():
return violations
# 1. Walk _shared/* — flag files with no references.
referenced_shared = set()
for type_state in sync_state.values():
if not isinstance(type_state, dict):
continue
# Direct tables: type_state is {name: entry}
for v in type_state.values():
if isinstance(v, dict) and v.get("shared_path"):
referenced_shared.add(Path(v["shared_path"]).resolve(strict=False))
elif isinstance(v, dict):
# Package: v is {name: entry}
for inner in v.values():
if isinstance(inner, dict) and inner.get("shared_path"):
referenced_shared.add(
Path(inner["shared_path"]).resolve(strict=False)
)
for f in shared_dir.iterdir():
if not f.is_file():
continue
if f.resolve(strict=False) not in referenced_shared:
# Independent verification: also scan disk references — a
# _shared parquet referenced only through copy-strategy
# leaves no symlink but is still legitimate.
if _count_references(f, local_data_dir) == 0:
violations.append(f"orphan _shared parquet: {f.name}")
# 2. Verify every reference in sync_state still exists on disk.
def _walk_entries(state):
if isinstance(state, dict):
for v in state.values():
if isinstance(v, dict):
if "ref_path" in v:
yield v
else:
yield from _walk_entries(v)
for entry in _walk_entries(sync_state):
ref = Path(entry.get("ref_path") or "")
if ref and not ref.exists() and not ref.is_symlink():
violations.append(f"broken reference: {ref}")
shared = Path(entry.get("shared_path") or "")
if shared and not shared.exists():
violations.append(f"dangling shared: {shared}")
return violations
# ---------------------------------------------------------------------------
# Top-level orchestrator
# ---------------------------------------------------------------------------
@dataclass
class PullStackOptions:
"""Inputs to ``run_stack_sync``. Kept as a dataclass so callers can
pass in test-friendly fetchers/hashers without piling kwargs."""
manifest: Dict[str, Any]
local_dir: Path
fetcher: Callable[[str, Path], None]
md5_of: Callable[[Path], str]
bundle_fetcher: Callable[[str], bytes]
def run_stack_sync(opts: PullStackOptions) -> SyncReport:
"""Top-level sync entry point.
1. Read prior ``sync_state.json`` under ``<local_dir>/``.
2. Sync ``direct_tables`` → ``<local_dir>/data/_direct/``.
3. Sync ``data_packages`` → ``<local_dir>/data/<slug>/``.
4. Sync ``memory_domains`` → ``<local_dir>/memory/<slug>/``.
5. Persist new sync_state.
6. Audit invariants, log violations.
Steps 2-4 share the canonical ``<local_dir>/data/_shared/`` store
with reference counting.
"""
local_dir = Path(opts.local_dir)
local_data_dir = local_dir / "data"
local_memory_dir = local_dir / "memory"
local_data_dir.mkdir(parents=True, exist_ok=True)
(local_data_dir / _SHARED_DIRNAME).mkdir(parents=True, exist_ok=True)
prev = _read_sync_state(local_dir)
prev_direct = prev.get("direct_tables") or {}
prev_packages = prev.get("data_packages") or {}
prev_memory = prev.get("memory_domains") or {}
direct_state, direct_report = sync_direct_tables(
server_tables=opts.manifest.get("direct_tables") or [],
local_data_dir=local_data_dir,
prev_state=prev_direct,
fetcher=opts.fetcher,
md5_of=opts.md5_of,
)
pkg_state, pkg_report = sync_data_packages(
server_packages=opts.manifest.get("data_packages") or [],
local_data_dir=local_data_dir,
prev_state=prev_packages,
fetcher=opts.fetcher,
md5_of=opts.md5_of,
)
mem_state, mem_report = sync_memory_domains(
server_domains=opts.manifest.get("memory_domains") or [],
local_memory_dir=local_memory_dir,
prev_state=prev_memory,
bundle_fetcher=opts.bundle_fetcher,
)
new_state = {
**prev,
"direct_tables": direct_state,
"data_packages": pkg_state,
"memory_domains": mem_state,
"last_sync_unix": int(time.time()),
}
_write_sync_state(local_dir, new_state)
report = SyncReport(
direct_tables=direct_report,
data_packages=pkg_report,
memory_domains=mem_report,
)
violations = audit_invariants(local_data_dir, new_state)
if violations:
for v in violations:
logger.warning("sync invariant violation: %s", v)
report.invariant_violations = violations
return report