- Validate view names with _SAFE_IDENTIFIER regex and check path traversal in _initialize_duckdb() - find_by_table() and get_table_map() now also search the tables[] array field - Add POST /api/admin/metrics/import endpoint for YAML file upload - Replace generic except in _connect_to_instance() with specific HTTPStatusError/TimeoutException handlers - Generate .claude/settings.json in _generate_claude_md() bootstrap - Update test_find_by_table and test_get_table_map to cover tables[] array lookups - Add test_import_metrics_yaml in TestMetricsAPI
455 lines
16 KiB
Python
455 lines
16 KiB
Python
"""Analyst bootstrap commands — da analyst setup, da analyst status."""
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import json
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import re
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from datetime import datetime, timezone
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from pathlib import Path
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from typing import Optional
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from urllib.parse import urlparse
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import typer
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_SAFE_IDENTIFIER = re.compile(r"^[a-zA-Z_][a-zA-Z0-9_]{0,63}$")
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analyst_app = typer.Typer(help="Analyst workspace bootstrap and status")
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# ---------------------------------------------------------------------------
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# Helper: detect existing workspace
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# ---------------------------------------------------------------------------
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_CLAUDE_MD_MARKER = "AI Data Analyst"
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def _detect_existing_project(workspace: Path) -> bool:
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"""Return True if CLAUDE.md with the analyst identifier already exists."""
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claude_md = workspace / "CLAUDE.md"
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if claude_md.exists():
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content = claude_md.read_text(encoding="utf-8")
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return _CLAUDE_MD_MARKER in content
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return False
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# ---------------------------------------------------------------------------
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# Helper: connect to instance (health check + authenticate)
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# ---------------------------------------------------------------------------
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def _connect_to_instance(server_url: str) -> str:
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"""Health-check the server, prompt for credentials, save config, return JWT."""
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import httpx
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from cli.config import save_config, save_token
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server_url = server_url.rstrip("/")
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# Health check
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try:
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resp = httpx.get(f"{server_url}/api/health", timeout=10.0)
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resp.raise_for_status()
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except Exception as e:
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typer.echo(f"Cannot reach {server_url}: {e}", err=True)
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raise typer.Exit(1)
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typer.echo(f"Connected to {server_url}")
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# Authenticate
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email = typer.prompt("Email")
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password = typer.prompt("Password", hide_input=True)
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try:
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resp = httpx.post(
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f"{server_url}/auth/token",
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json={"email": email, "password": password},
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timeout=15.0,
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)
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resp.raise_for_status()
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data = resp.json()
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except httpx.HTTPStatusError as e:
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if e.response.status_code == 401:
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typer.echo("Authentication failed: invalid credentials", err=True)
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elif e.response.status_code == 403:
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typer.echo("Authentication failed: account disabled or forbidden", err=True)
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else:
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typer.echo(f"Authentication failed: HTTP {e.response.status_code}", err=True)
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raise typer.Exit(1)
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except httpx.TimeoutException:
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typer.echo(f"Authentication failed: connection timeout to {server_url}", err=True)
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raise typer.Exit(1)
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except Exception as e:
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typer.echo(f"Authentication failed: {e}", err=True)
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raise typer.Exit(1)
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token = data["access_token"]
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role = data.get("role", "analyst")
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save_config({"server": server_url})
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save_token(token, email, role)
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typer.echo(f"Authenticated as {email} (role: {role})")
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return token
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# ---------------------------------------------------------------------------
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# Helper: create workspace directory structure
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# ---------------------------------------------------------------------------
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def _create_workspace(workspace: Path) -> None:
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"""Create the analyst workspace directory layout."""
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dirs = [
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workspace / "data" / "parquet",
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workspace / "data" / "duckdb",
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workspace / "data" / "metadata",
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workspace / "user" / "artifacts",
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workspace / "user" / "sessions",
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workspace / ".claude",
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]
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for d in dirs:
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d.mkdir(parents=True, exist_ok=True)
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# ---------------------------------------------------------------------------
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# Helper: download metadata
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# ---------------------------------------------------------------------------
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def _download_metadata(workspace: Path, server_url: str, token: str) -> None:
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"""Fetch catalog tables and metrics from the server; save as JSON files."""
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import httpx
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server_url = server_url.rstrip("/")
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headers = {"Authorization": f"Bearer {token}"}
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metadata_dir = workspace / "data" / "metadata"
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# Catalog tables
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try:
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resp = httpx.get(f"{server_url}/api/catalog/tables", headers=headers, timeout=30.0)
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resp.raise_for_status()
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tables = resp.json()
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except Exception as e:
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typer.echo(f"Warning: could not fetch catalog tables: {e}", err=True)
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tables = []
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(metadata_dir / "schema.json").write_text(
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json.dumps(tables, indent=2, ensure_ascii=False), encoding="utf-8"
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)
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# Metrics
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try:
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resp = httpx.get(f"{server_url}/api/metrics", headers=headers, timeout=30.0)
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resp.raise_for_status()
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metrics = resp.json()
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except Exception as e:
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typer.echo(f"Warning: could not fetch metrics: {e}", err=True)
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metrics = []
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(metadata_dir / "metrics.json").write_text(
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json.dumps(metrics, indent=2, ensure_ascii=False), encoding="utf-8"
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)
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# Write last_sync timestamp
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last_sync = {"synced_at": datetime.now(timezone.utc).isoformat()}
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(metadata_dir / "last_sync.json").write_text(
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json.dumps(last_sync, indent=2), encoding="utf-8"
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)
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# ---------------------------------------------------------------------------
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# Helper: download parquet data
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# ---------------------------------------------------------------------------
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def _download_data(workspace: Path, server_url: str, token: str) -> int:
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"""Stream parquets for each registered table. Returns count of files downloaded."""
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import httpx
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server_url = server_url.rstrip("/")
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headers = {"Authorization": f"Bearer {token}"}
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parquet_dir = workspace / "data" / "parquet"
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# Fetch manifest to know which tables exist
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try:
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resp = httpx.get(f"{server_url}/api/sync/manifest", headers=headers, timeout=30.0)
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resp.raise_for_status()
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manifest = resp.json()
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except Exception as e:
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typer.echo(f"Warning: could not fetch data manifest: {e}", err=True)
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return 0
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tables = manifest.get("tables", {})
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downloaded = 0
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for table_id in tables:
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target = parquet_dir / f"{table_id}.parquet"
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if target.exists():
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typer.echo(f" Skipping {table_id} (already exists)")
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continue
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try:
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with httpx.stream(
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"GET",
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f"{server_url}/api/data/{table_id}/download",
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headers=headers,
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timeout=300.0,
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) as stream_resp:
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stream_resp.raise_for_status()
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with open(target, "wb") as fh:
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for chunk in stream_resp.iter_bytes(chunk_size=65536):
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fh.write(chunk)
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downloaded += 1
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typer.echo(f" Downloaded {table_id}")
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except Exception as e:
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typer.echo(f" Warning: could not download {table_id}: {e}", err=True)
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return downloaded
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# ---------------------------------------------------------------------------
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# Helper: initialise DuckDB
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# ---------------------------------------------------------------------------
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def _initialize_duckdb(workspace: Path) -> int:
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"""Create DuckDB views over parquets. Returns total row count across all views."""
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import duckdb
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parquet_dir = workspace / "data" / "parquet"
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db_path = workspace / "data" / "duckdb" / "analytics.duckdb"
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db_path.parent.mkdir(parents=True, exist_ok=True)
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conn = duckdb.connect(str(db_path))
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total_rows = 0
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parquet_dir_resolved = parquet_dir.resolve()
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for pq_file in parquet_dir.glob("*.parquet"):
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view_name = pq_file.stem
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# Validate path is within the expected parquet directory (no path traversal)
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try:
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pq_resolved = pq_file.resolve()
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pq_resolved.relative_to(parquet_dir_resolved)
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except ValueError:
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typer.echo(f" Warning: Skipping {pq_file.name}: path traversal detected", err=True)
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continue
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# Validate view name is a safe SQL identifier
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if not _SAFE_IDENTIFIER.match(view_name):
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typer.echo(f" Warning: Skipping {pq_file.name}: unsafe view name", err=True)
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continue
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abs_path = str(pq_resolved)
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try:
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conn.execute(f'DROP VIEW IF EXISTS "{view_name}"')
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conn.execute(
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f"CREATE VIEW \"{view_name}\" AS SELECT * FROM read_parquet('{abs_path}')"
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)
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count = conn.execute(f'SELECT count(*) FROM "{view_name}"').fetchone()[0]
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total_rows += count
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except Exception as e:
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typer.echo(f" Warning: could not create view for {view_name}: {e}", err=True)
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conn.close()
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return total_rows
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# ---------------------------------------------------------------------------
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# Helper: resolve instance name
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# ---------------------------------------------------------------------------
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def _get_instance_name(server_url: str, token: str) -> str:
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"""Retrieve instance name from /api/health, fall back to hostname."""
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import httpx
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server_url = server_url.rstrip("/")
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headers = {"Authorization": f"Bearer {token}"}
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try:
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resp = httpx.get(f"{server_url}/api/health", headers=headers, timeout=10.0)
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if resp.status_code == 200:
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data = resp.json()
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name = data.get("instance_name") or data.get("name")
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if name:
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return name
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except Exception:
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pass
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# Fall back to hostname extracted from URL
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parsed = urlparse(server_url)
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return parsed.hostname or "AI Data Analyst"
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# ---------------------------------------------------------------------------
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# Helper: generate CLAUDE.md from template
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# ---------------------------------------------------------------------------
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def _generate_claude_md(
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workspace: Path,
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instance_name: str,
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server_url: str,
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sync_interval: str,
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) -> None:
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"""Write CLAUDE.md from the template; create CLAUDE.local.md if absent."""
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# Locate template relative to this file (../../config/claude_md_template.txt)
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here = Path(__file__).parent
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template_path = here.parent.parent / "config" / "claude_md_template.txt"
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if template_path.exists():
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template = template_path.read_text(encoding="utf-8")
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else:
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# Fallback minimal template
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template = (
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"# {instance_name} — AI Data Analyst\n\n"
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"This workspace is connected to {server_url}.\n\n"
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"- Data on the server refreshes every {sync_interval}\n"
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)
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content = (
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template
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.replace("{instance_name}", instance_name)
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.replace("{server_url}", server_url)
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.replace("{sync_interval}", sync_interval)
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)
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(workspace / "CLAUDE.md").write_text(content, encoding="utf-8")
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# .claude/CLAUDE.local.md — never overwrite if it already exists
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local_md = workspace / ".claude" / "CLAUDE.local.md"
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if not local_md.exists():
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local_md.write_text(
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"# My Notes\n\n"
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"Personal notes for this workspace. Uploaded to the server on `da sync --upload-only`.\n",
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encoding="utf-8",
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)
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settings_path = workspace / ".claude" / "settings.json"
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if not settings_path.exists():
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settings = {"model": "sonnet", "permissions": {"allow": ["Read", "Bash", "Grep", "Glob"]}}
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settings_path.write_text(json.dumps(settings, indent=2))
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# ---------------------------------------------------------------------------
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# Helper: data freshness check (for returning-session detection)
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# ---------------------------------------------------------------------------
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def _check_data_freshness(workspace: Path) -> str:
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"""Return 'fresh', 'stale' (>24 h old), or 'missing'."""
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last_sync_file = workspace / "data" / "metadata" / "last_sync.json"
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if not last_sync_file.exists():
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return "missing"
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try:
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data = json.loads(last_sync_file.read_text(encoding="utf-8"))
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synced_at_str = data.get("synced_at", "")
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if not synced_at_str:
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return "missing"
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synced_at = datetime.fromisoformat(synced_at_str)
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age_hours = (datetime.now(timezone.utc) - synced_at).total_seconds() / 3600
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return "stale" if age_hours > 24 else "fresh"
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except Exception:
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return "missing"
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# ---------------------------------------------------------------------------
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# Command: da analyst setup
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# ---------------------------------------------------------------------------
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@analyst_app.command()
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def setup(
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server_url: str = typer.Option(..., "--server-url", help="URL of the AI Data Analyst server"),
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force: bool = typer.Option(False, "--force", help="Re-initialise even if workspace already exists"),
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sync_interval: str = typer.Option("1 hour", "--sync-interval", help="Data refresh interval shown in CLAUDE.md"),
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workspace_dir: Optional[str] = typer.Option(None, "--workspace", help="Workspace directory (default: current dir)"),
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):
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"""Bootstrap a new analyst workspace from a remote server."""
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workspace = Path(workspace_dir).resolve() if workspace_dir else Path.cwd()
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# 1. Detect existing project
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if _detect_existing_project(workspace) and not force:
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typer.echo(
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"Existing analyst workspace detected. Use --force to re-initialise.",
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err=True,
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)
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raise typer.Exit(1)
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typer.echo(f"Setting up analyst workspace in: {workspace}")
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# 2. Connect to instance
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token = _connect_to_instance(server_url)
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# 3. Create workspace directory structure
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typer.echo("Creating workspace directories...")
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_create_workspace(workspace)
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# 4. Download metadata
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typer.echo("Downloading metadata...")
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_download_metadata(workspace, server_url, token)
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# 5. Download data
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typer.echo("Downloading data...")
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n_downloaded = _download_data(workspace, server_url, token)
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# 6. Initialise DuckDB
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typer.echo("Initialising DuckDB views...")
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total_rows = _initialize_duckdb(workspace)
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# 7. Generate CLAUDE.md
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typer.echo("Generating CLAUDE.md...")
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instance_name = _get_instance_name(server_url, token)
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_generate_claude_md(workspace, instance_name, server_url, sync_interval)
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# 8. Summary
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typer.echo("")
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typer.echo("Setup complete!")
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typer.echo(f" Instance : {instance_name}")
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typer.echo(f" Server : {server_url}")
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typer.echo(f" Tables : {n_downloaded} downloaded, {total_rows} total rows")
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typer.echo(f" Workspace: {workspace}")
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typer.echo("")
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typer.echo("Next steps:")
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typer.echo(" da sync — refresh data")
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typer.echo(" da metrics list — explore available metrics")
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# ---------------------------------------------------------------------------
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# Command: da analyst status
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# ---------------------------------------------------------------------------
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@analyst_app.command()
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def status(
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workspace_dir: Optional[str] = typer.Option(None, "--workspace", help="Workspace directory (default: current dir)"),
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as_json: bool = typer.Option(False, "--json", help="Output as JSON"),
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):
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"""Show workspace status and data freshness for returning sessions."""
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workspace = Path(workspace_dir).resolve() if workspace_dir else Path.cwd()
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exists = _detect_existing_project(workspace)
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freshness = _check_data_freshness(workspace)
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# Count parquet files
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parquet_dir = workspace / "data" / "parquet"
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parquet_count = len(list(parquet_dir.glob("*.parquet"))) if parquet_dir.exists() else 0
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# Last sync timestamp
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last_sync_file = workspace / "data" / "metadata" / "last_sync.json"
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last_sync = "never"
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if last_sync_file.exists():
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try:
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data = json.loads(last_sync_file.read_text(encoding="utf-8"))
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last_sync = data.get("synced_at", "never")
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except Exception:
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pass
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info = {
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"workspace": str(workspace),
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"initialized": exists,
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"freshness": freshness,
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"parquet_tables": parquet_count,
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"last_sync": last_sync,
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}
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if as_json:
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typer.echo(json.dumps(info, indent=2))
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return
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typer.echo(f"Workspace : {workspace}")
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typer.echo(f"Initialized: {'yes' if exists else 'no'}")
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typer.echo(f"Data freshness: {freshness}")
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typer.echo(f"Parquet tables: {parquet_count}")
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typer.echo(f"Last sync: {last_sync}")
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if freshness == "stale":
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typer.echo("")
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typer.echo("Data is stale (>24 h). Run: da sync")
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elif freshness == "missing":
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typer.echo("")
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typer.echo("No data found. Run: da analyst setup --server-url <url>")
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