agnes-the-ai-analyst/CLAUDE.md

AI Data Analyst

Open-source data distribution platform for AI analytical systems. Extracts data from sources into DuckDB, serves via FastAPI, and distributes parquets to analysts who use Claude Code for local analysis.

First-Time Setup

When a user opens this project for the first time, guide them through interactive setup:

Step 1: Gather Information

Ask the user for:

1. Company domain (e.g., "acme.com") - used for Google OAuth
2. Data source type: keboola / bigquery / csv
3. Instance name (e.g., "Acme Data Analyst")

Step 2: Generate Configuration

1. Copy config/instance.yaml.example to config/instance.yaml
2. Fill in values from Step 1
3. If Keboola: ask for Storage API token, stack URL, project ID
4. Create .env from config/.env.template

Step 3: Register Tables

1. Use the FastAPI admin API (POST /api/admin/tables/{id}) or webapp UI to register tables
2. Tables are stored in DuckDB table_registry with source_type, bucket, source_table, query_mode
3. For migration from old format: python scripts/migrate_registry_to_duckdb.py

Step 4: Docker Deployment

docker compose up          # Start app + scheduler
docker compose --profile full up  # Include telegram bot

# HTTPS mode — Caddy + corporate-CA certs at /data/state/certs
docker compose -f docker-compose.yml -f docker-compose.prod.yml -f docker-compose.tls.yml \
    --profile tls up -d

See docs/DEPLOYMENT.md → TLS for cert provisioning + scripts/grpn/agnes-tls-rotate.sh (daily refetch from TLS_FULLCHAIN_URL, SIGUSR1 reload on diff, no-op when unchanged). The infra repo's startup.sh installs this as a systemd timer automatically.

Project Structure

├── src/                    # Core engine
│   ├── db.py               # DuckDB schema (system.duckdb, analytics.duckdb)
│   ├── orchestrator.py     # SyncOrchestrator — ATTACHes extract.duckdb files
│   ├── repositories/       # DuckDB-backed CRUD (sync_state, table_registry, users, etc.)
│   ├── profiler.py         # Data profiling
│   └── catalog_export.py   # OpenMetadata catalog export
├── app/                    # FastAPI application
│   ├── main.py             # App setup, router registration
│   ├── api/                # REST API (sync, data, catalog, admin, auth)
│   └── web/                # HTML dashboard routes
├── connectors/             # Data source connectors (extract.duckdb contract)
│   ├── keboola/            # Keboola: extractor.py (DuckDB extension) + client.py (fallback)
│   ├── bigquery/           # BigQuery: extractor.py (remote-only via DuckDB BQ extension)
│   └── jira/               # Jira: webhook + incremental parquet → extract.duckdb
├── cli/                    # CLI tool (`da sync`, `da query`, `da admin`)
├── app/auth/               # Authentication (FastAPI-based providers)
├── services/               # Standalone services (scheduler, telegram_bot, ws_gateway, etc.)
├── server/                 # Legacy deployment infrastructure
├── scripts/                # Utility + migration scripts
├── config/                 # Configuration templates (instance.yaml.example)
├── docs/                   # Documentation + metric YAML definitions
└── tests/                  # Test suite (633 tests)

Architecture: extract.duckdb Contract

Every data source produces the same output:

/data/extracts/{source_name}/
├── extract.duckdb          ← _meta table + views
└── data/                   ← parquet files (local sources only)

Remote table support (_remote_attach)

Extractors with remote/passthrough tables (query_mode='remote') include a _remote_attach table in extract.duckdb so the orchestrator can re-ATTACH the external DuckDB extension at query time:

CREATE TABLE _remote_attach (
    alias     VARCHAR,  -- DuckDB alias used in views, e.g. 'kbc'
    extension VARCHAR,  -- Extension name, e.g. 'keboola'
    url       VARCHAR,  -- Connection URL
    token_env VARCHAR   -- Env-var name holding the auth token (NOT the token itself)
);

The orchestrator reads this table, installs/loads the extension, reads the token from the environment, and ATTACHes the external source. Views referencing kbc."bucket"."table" then resolve correctly. This mechanism is generic — any connector can use it.

The SyncOrchestrator scans /data/extracts/*/extract.duckdb, ATTACHes each into master analytics.duckdb, and creates views.

┌──────────────┐  ┌──────────────┐  ┌──────────────┐
│   Keboola    │  │   BigQuery   │  │   Jira       │
│  extractor   │  │  extractor   │  │  webhooks    │
│ (DuckDB ext) │  │ (remote BQ)  │  │ (incremental)│
└──────┬───────┘  └──────┬───────┘  └──────┬───────┘
       │                 │                 │
       ▼                 ▼                 ▼
   extract.duckdb    extract.duckdb    extract.duckdb
   + data/*.parquet  (views → BQ)      + data/*.parquet
       │                 │                 │
       └─────────────────┼─────────────────┘
                         ▼
              SyncOrchestrator.rebuild()
              ATTACH → master views in analytics.duckdb
                         │
              ┌──────────┼──────────┐
              ▼          ▼          ▼
          FastAPI      CLI
          (serve)    (da sync)

Three source types:

• Batch pull (Keboola): DuckDB extension downloads to parquet, scheduled
• Remote attach (BigQuery): DuckDB BQ extension, no download, queries go to BQ
• Real-time push (Jira): Webhooks update parquets incrementally

Configuration

Instance-specific config: config/instance.yaml (see example). Environment variables: .env (never committed). Table definitions: DuckDB table_registry table in system.duckdb.

Development

# Setup
python3 -m venv .venv && source .venv/bin/activate
uv pip install ".[dev]"

# Run FastAPI locally
uvicorn app.main:app --reload

# Run tests
pytest tests/ -v

# Trigger sync manually
curl -X POST http://localhost:8000/api/sync/trigger

# Docker
docker compose up

Business Metrics

Standardized metric definitions live in DuckDB (metric_definitions table). Import starter pack:

da metrics import docs/metrics/

For AI agents analyzing data:

Before computing any business metric, look up the canonical definition:

1. da metrics list — find the relevant metric
2. da metrics show revenue/mrr — read the SQL and business rules
3. Use the SQL from the metric definition, adapt to the specific question

Never invent metric calculations — always use the canonical definitions.

Hybrid Queries (BigQuery + Local)

For tables too large to sync locally, use hybrid queries that JOIN local data with on-demand BigQuery results:

da query --sql "SELECT o.*, t.views FROM orders o JOIN traffic t ON o.date = t.date" \
         --register-bq "traffic=SELECT date, SUM(views) as views FROM dataset.web WHERE date > '2026-01-01' GROUP BY 1"

The --register-bq flag executes a BigQuery subquery, loads the result into memory, and makes it available as a DuckDB view for the final SQL. Multiple --register-bq flags can be used for multiple BQ sources.

For complex SQL, use stdin mode:

echo '{"register_bq": {"traffic": "SELECT ..."}, "sql": "SELECT ..."}' | da query --stdin

Extensibility

Data Sources (extract.duckdb contract)

New connector = connectors/<name>/extractor.py producing extract.duckdb + data/. Must create _meta table with columns: table_name, description, rows, size_bytes, extracted_at, query_mode. Orchestrator ATTACHes it automatically.

Authentication

Auth providers in app/auth/ (FastAPI-based):

• Google: OAuth via Google (Workspace group memberships pulled at sign-in — see docs/auth-groups.md for the GCP setup checklist + the security label gotcha)
• Email: Email magic link (itsdangerous token)
• Desktop: JWT for API

RBAC (role-based access control)

Three-layer model: external Cloud Identity groups → admin-curated group_mappings → internal roles (internal_roles table) → resolved into session["internal_roles"] at sign-in OR fetched from user_role_grants per request for PAT/headless callers. core.* roles (viewer/analyst/km_admin/admin) carry the legacy hierarchy via implies JSON; module authors register their own keys (e.g. corporate_memory.curator) at import time and gate endpoints with Depends(require_internal_role("<key>")).

Contributors building a new module or capability — read docs/RBAC.md before adding endpoints. It covers: picking a role key (naming convention, namespace), register_internal_role lifecycle, gating with require_internal_role vs. the require_admin / require_role(Role.X) thin wrappers, declaring implies hierarchies inside your module, the _hydrate_legacy_role shim that keeps user["role"] reads working, and the admin workflows (UI / CLI / REST) for binding groups and granting roles. Quickstart sections by audience: operator, end-user, module author.

Release & deploy workflows

Two separate release.yml-style workflows produce GHCR images. Pick the one that matches what you're shipping.

release.yml — auto-build on every push

Runs on every push to every branch.

• Push to main → :stable, :stable-YYYY.MM.N (CalVer).
• Push to non-main <prefix>/<branch> → :dev, :dev-YYYY.MM.N, :dev-<branch-slug>, and (when prefix isn't a Git Flow convention) :dev-<prefix>-latest alias.

VMs that pin to a floating tag (:dev, :dev-<prefix>-latest) auto-upgrade within ~5 min via the cron in agnes-auto-upgrade.sh. Convenient for per-developer dev VMs; footgun for shared dev VMs (last pusher wins, regardless of who).

keboola-deploy.yml — tag-triggered, explicit deploy only

Runs only on git tags matching keboola-deploy-*. Publishes:

• :keboola-deploy-<git-tag-suffix> — immutable, tied to the exact commit
• :keboola-deploy-latest — floating alias the consumer pins to

Operator workflow:

git checkout <commit-or-branch>
git tag keboola-deploy-<descriptive-name>
git push origin keboola-deploy-<descriptive-name>
# → workflow builds + publishes both tags
# → VM cron picks up :keboola-deploy-latest within ~5 min
# → manual cron trigger (skip the wait): sudo /usr/local/bin/agnes-auto-upgrade.sh on the VM

Use this when the consumer (e.g. a customer dev VM) needs deploy-when-I-decide semantics — no surprise rollouts from upstream branch pushes by other contributors. The infra repo pins image_tag = "keboola-deploy-latest" on the relevant VM.

Module versioning

The customer-instance Terraform module under infra/modules/customer-instance/ is published as infra-vMAJOR.MINOR.PATCH git tags (separate from app CalVer tags). Bump on any module-API change; downstream infra repos pin to the tag in their source = "github.com/keboola/agnes-the-ai-analyst//infra/modules/customer-instance?ref=infra-v1.X.Y".

After merging a module change to main:

git tag infra-vX.Y.Z origin/main
git push origin infra-vX.Y.Z

Replacing a VM after a startup-script change

Module sets lifecycle { ignore_changes = [metadata_startup_script] } on google_compute_instance.vm so normal terraform apply doesn't churn running VMs. To propagate a startup-script update, trigger the consumer's apply workflow manually with the VM resource address — typical workflow_dispatch input is recreate_targets='module.agnes.google_compute_instance.vm["<vm-name>"]'.

Key Implementation Details

DuckDB Schema (src/db.py)

• Schema v9 with auto-migration v1→…→v9 (v5 adds users.active, v6 adds personal_access_tokens, v7 adds personal_access_tokens.last_used_ip, v8 adds internal_roles + group_mappings, v9 adds user_role_grants + internal_roles.implies/is_core and seeds core.* hierarchy from legacy users.role)
• table_registry: id, name, source_type, bucket, source_table, query_mode, sync_schedule, etc.
• sync_state, sync_history: track extraction progress
• users, dataset_permissions, audit_log: auth + RBAC
• System DB at {DATA_DIR}/state/system.duckdb
• Analytics DB at {DATA_DIR}/analytics/server.duckdb

SyncOrchestrator (src/orchestrator.py)

• rebuild(): scans extracts dir, ATTACHes all, creates master views, updates sync_state
• rebuild_source(name): single source (used after Jira webhooks)
• Thread-safe via _rebuild_lock

Connector Pattern

• Keboola: connectors/keboola/extractor.py uses DuckDB Keboola extension, fallback to client.py
• BigQuery: connectors/bigquery/extractor.py uses DuckDB BQ extension (remote-only, no download)
• Jira: connectors/jira/webhook.py → incremental_transform.py → extract_init.py updates _meta
• connectors/keboola/client.py: legacy Keboola Storage API wrapper (kept as fallback)

Config Loading

1. config/loader.py loads instance.yaml
2. app/instance_config.py exposes get_data_source_type(), get_value()
3. Table config lives in DuckDB table_registry (not markdown files)

Files NOT to modify (stable infrastructure)

• connectors/jira/file_lock.py - Advisory file locking
• connectors/jira/transform.py - Core Jira transform logic
• services/ws_gateway/ - WebSocket notification gateway

Vendor-agnostic OSS — no customer-specific content

This repo is the public OSS distribution. Nothing customer-specific belongs in code, configuration defaults, comments, docs, commit messages, PR titles, or PR bodies. That includes:

• Specific deployments or brands (private VM names, internal product brands, organization names that aren't already public sponsors).
• Cloud project IDs, internal hostnames, runbook paths from a particular install (/opt/<deployment>, <host>.<internal-domain>, prj-<org>-…, internal SA emails).
• Cross-references to private repos (<private-org>/<private-repo>#NN). Describe the integration in generic terms or link to public examples instead.

When you motivate a change, frame it abstractly ("behind a TLS-terminating reverse proxy", "in containerized deploys") rather than naming a specific operator. When you show examples, use placeholders (example.com, <your-host>, <install-dir>). When config has reasonable defaults pulled from one deployment's habits, generalize them or surface them as documented examples — not hard-coded assumptions.

Customer-specific automation, hostnames, and identities live in private infra repos that consume this OSS. The OSS describes capabilities, defaults, and configuration knobs — not how a specific operator wired them up.

Changelog discipline — non-negotiable

Every PR that adds, removes, or changes user-visible behavior MUST update CHANGELOG.md in the same PR. No exceptions, no follow-ups, no "I'll do it after merge". User-visible = anything an operator, end-user, or downstream integrator can observe: CLI flags / output / exit codes, REST endpoints / payloads / status codes, web UI, instance.yaml schema, env vars, extract.duckdb contract, Docker / compose / Caddyfile knobs, default behaviors, breaking changes, security fixes.

How:

• Add a bullet under the topmost ## [Unreleased] heading (create one if missing — it sits above the latest released version).
• Group by ### Added / ### Changed / ### Fixed / ### Removed / ### Internal (Keep-a-Changelog sections).
• Mark breaking changes with **BREAKING** at the start of the bullet — operators grep for that string before bumping the pin.
• Reference the relevant doc/runbook if one exists (e.g. see docs/auth-groups.md), don't restate it.
• Internal-only changes (refactors, test additions, dependency bumps without behavior change) go under ### Internal — still log them, just keep them terse.

When you cut a release:

• Rename ## [Unreleased] → ## [X.Y.Z] — YYYY-MM-DD.
• Append a new empty ## [Unreleased] section at the top so the next PR has somewhere to land.
• Bump version in pyproject.toml to match X.Y.Z.
• Tag the merge commit as vX.Y.Z and push the tag.

If you find yourself opening a PR without a CHANGELOG entry, stop and add one before requesting review. Reviewers should bounce PRs that touch user-visible behavior without a changelog update — same way they'd bounce a PR with no test changes for new logic.

Git Commits & Pull Requests

• Keep commit messages clean and concise
• Do not include AI attribution in commits or PRs
• Before opening a PR, scan the diff and the PR body for the customer-specific tokens listed above (grep -niE '<token1>|<token2>|...'). If anything matches, generalize or remove it.