* feat(home+news): state-aware /home + /news + admin-edited news section
Squash of the vr/home-page feature work for clean rebase onto main.
Original 18-commit history preserved in branch backup/vr-home-page-pre-rebase.
What's in this PR:
**State-aware /home page**
- New `/home` route with hero + auto-mode + connectors (Asana / GWS /
Atlassian) + lookarounds. Onboarded vs not-onboarded state-machine
branches a single template (`home_not_onboarded.html`); the install
steps, "Setup a new Claude Code" CTA (90-day PAT mint), and per-
connector setup prompts hide once `users.onboarded=TRUE`. A
completion badge replaces them.
- "Mark me as offboarded" button reverses the flag without an SQL UPDATE.
- `users.onboarded BOOLEAN` column added; default FALSE; flipped by the
CLI's `agnes init` post-success POST and the `/admin/users` API.
- Connector setup prompts pre-check whether the tool is already
installed/connected before re-running setup.
- GWS scope set widened to include Google Chat (`chat.spaces`,
`chat.messages`).
**Single template + design tokens**
- `dashboard.html` now extends `base.html` via the new
`{% block layout %}` opt-out (full-width pages skip the 800px
`.container`). Net: every page shares one shell.
- `style-custom.css` `:root` extended with `--space-{7,9,10,12}`,
`--radius-2xl`, `--shadow-{card,elevated}`, `--text-{muted,disabled}`,
`--focus-ring`, `--transition-*`, `--width-{narrow,app,wide}` so
inline page styles can migrate incrementally.
**Auth redirects honor AGNES_HOME_ROUTE**
- `safe_next_path` resolves the configured home route when no `default=`
is passed; OAuth callbacks, magic-link clicks, password form, and
LOCAL_DEV_MODE shortcuts now land on `/home` (or whatever the operator
picked) instead of always /dashboard.
**News section + /news permalink + /admin/news editor**
- Schema-bumped `news_template` table (single versioned entity, draft +
publish gate). `published BOOLEAN` distinguishes draft from public;
monotonically-increasing `version` per save; rows >30d pruned on
save except the currently-displayed published version.
- `/home` bottom-of-page renders the latest published intro with a
"Read more →" link to `/news` (which renders the full body).
- `/admin/news` editor with sandboxed live preview, versions table,
per-row Unpublish, Format-help cheatsheet.
- `agnes admin news show / draft / edit / publish / unpublish /
versions / export` (CLI). Talks to the live server via the
`/api/admin/news/*` endpoints (PAT-authed) — no direct DB access
so it coexists with a running uvicorn.
- **Optimistic-lock guard**: `agnes admin news publish --version N` and
PUT/PATCH endpoints accept `expected_version` and 409 with structured
`{error: "version_conflict", expected, actual, actual_by}` when a
concurrent admin replaced the draft. Edit refuses to overwrite a
draft authored by someone else without `--force` or
`--expect-version`.
- nh3 (Rust-backed ammonia) HTML sanitizer; iframe pre-pass strips
any iframe whose src is not on the YouTube/Vimeo/Loom allowlist;
javascript:/data: schemes blocked everywhere.
- Author CSS vocabulary: `.news-hero` (blue gradient hero block),
`.callout`/`.callout-{info,warn,success,danger}`,
`.video-embed`, `.news-section`, `.news-grid-{2,3}`, `.news-cta` —
all consolidated in `style-custom.css` under "News content
vocabulary (shared)" so /home perex, /news body, and /admin/news
preview share one source of styling.
- Code-inside-`<pre>` contrast fix (was unreadable amber-on-silver).
- `.news-content` table styling (border, header band, row-hover).
**`scripts/dev/run-local.sh`** — local uvicorn launcher. Pulls Google
OAuth client id/secret from GCP Secret Manager
(`AGNES_OAUTH_GCP_PROJECT`-driven, no vendor defaults), points
`AGNES_CLI_DIST_DIR` at `./dist` so the wheel endpoint resolves, and
`--dev` flips `LOCAL_DEV_MODE=1` + `AGNES_HOME_ROUTE=/home` for one-
command iteration. `LOCAL_DEV_MODE=1` also enables the FastAPI debug
toolbar.
**CLAUDE.md "Run tests before every push" section** codifies
`pytest tests/ -n auto -q` as non-negotiable before each push.
**Tests**: 51 + 14 + 8 = 73 new tests across news-template repo,
sanitizer, API, web, CLI; plus updated home/auth/template tests for
the new shared-shell architecture.
Origin docs (gitignored, customer-fork content):
docs/brainstorms/home-page-requirements.md,
docs/plans/2026-05-07-001-feat-home-page-plan.md.
* feat(cli): agnes onboarded {on,off,status} — self-scoped flag toggle
User-facing equivalent of the in-page "Mark me as (off)boarded" button
on /home. POSTs /api/me/onboarded with {onboarded, source}; --source
overrides the audit-log marker so flips made from the CLI vs the web
button vs agnes init automation stay distinguishable.
`status` reads via /api/me/profile (when present); falls back to a
quick body-marker scan of /home so the read path doesn't write an
audit_log row. PAT-authed via cli.client.api_post — same convention
as agnes admin news / agnes admin add-user etc.
Tests: 5 covering on/off/status round-trip, idempotency, and
audit-log source recording. Full suite holds at 12 pre-existing
failures (same set as before).
* ui(nav+home): primary nav reorg + green What's new band + /marketplace link fix
Primary nav (post-rebase audit + per-user feedback):
- Items: Home → Marketplace → Data Packages → Memory. Admin dropdown
for admins only. The "Dashboard" label was renamed Home — point still
resolves through `home_route` so customer instances on /dashboard
still land there.
- Activity Center moved into the Admin dropdown. Per-team adoption
analytics is admin-consumed in practice; the route still allows
any authed user for direct deep-links so existing /home tile +
bookmarks keep working.
- Memory link added (→ /corporate-memory) — was previously buried in
the /home "Look around" tiles.
- Setup local agent + My Stack dropped from main nav. Setup is the
/home install flow's home now; My Stack lives as a tab inside
/marketplace.
/home tweaks:
- Plugin marketplace tile now points at /marketplace (was /store —
legacy from before the marketplace rebrand landed in #230).
- "What's new" section header gets a green band (success-flavored
D1FAE5 background, A7F3D0 border, darker green title) so the
bottom-of-page news block visibly distinguishes from the blue
install-hero at the top. Header strip only — body stays white.
Test fix: test_home_route_resolution renamed `dashboard_link_uses_home_route`
→ `home_link_uses_home_route` and asserts `href="/home">Home` instead
of `href="/home">Dashboard` after the label change.
* fix(home): decouple Step 3 + Connect-tools collapse from server onboarded flag
The server-side `users.onboarded` flip happens through two paths:
1. Explicit user click on "Mark me as onboarded" or `agnes onboarded on`.
2. Implicit `agnes init` POST → /api/me/onboarded on success.
Path 2 produced a UX surprise: an analyst running `agnes init` mid-flow
reloaded /home and saw Step 3 (auto-mode) + Connect-your-tools auto-
collapse to summary bars. They were actively working through those
sections — the install POST never signalled "I'm done with the rest
of setup", just "Agnes itself is installed".
Decouple the section-collapse decision from the server flag:
- Step 1 + Step 2 install blocks: still hidden on `onboarded=TRUE`
(their completion is a hard server signal — Agnes IS installed).
- Step 3 + Connect-your-tools: render flat by default in BOTH states.
Wrapped in `<details class="setup-collapsible" open>` so the
browser's native disclosure handles per-section toggle without JS,
but the `<summary>` is CSS-hidden until the page-level
`data-setup-minimized="1"` attribute is set on `.home-mock`.
- New "Minimize setup view" toggle inside the blue install-hero,
rendered only when onboarded. Click flips the data-attr on
`.home-mock` AND removes the `open` attribute from each
`<details>`. State persists in `localStorage["agnes_home_setup_minimized"]`
so the choice survives reloads but is per-device.
- "Show full setup view" (the same button when minimized) re-opens
both `<details>` and clears localStorage.
When minimized, each `<details>` still has its own native expand/
collapse — click the gray summary bar to peek at one section without
toggling the page-level minimize off.
Tests:
- test_step3_and_connectors_render_flat_when_onboarded_by_default —
asserts `<details class="setup-collapsible" ... open>` for both
sections post-onboarding and the absence of any server-rendered
`data-setup-minimized` attribute on the `.home-mock` root.
- test_minimize_toggle_visible_only_when_onboarded — toggle button
rendered only when onboarded.
Full pytest holds at 12 pre-existing failures (same set).
|
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|---|---|---|
| .github | ||
| app | ||
| cli | ||
| config | ||
| connectors | ||
| dev_docs | ||
| docs | ||
| infra | ||
| scripts | ||
| services | ||
| src | ||
| tests | ||
| .dockerignore | ||
| .gitignore | ||
| .pre-commit-config.yaml | ||
| ARCHITECTURE.md | ||
| Caddyfile | ||
| CHANGELOG.md | ||
| CLAUDE.md | ||
| docker-compose.ci.yml | ||
| docker-compose.dev.yml | ||
| docker-compose.flat-mount.yml | ||
| docker-compose.host-mount.yml | ||
| docker-compose.local-dev.yml | ||
| docker-compose.prod.yml | ||
| docker-compose.test.yml | ||
| docker-compose.tls.yml | ||
| docker-compose.yml | ||
| Dockerfile | ||
| LICENSE | ||
| Makefile | ||
| pyproject.toml | ||
| pytest.ini | ||
| README.md | ||
| uv.lock | ||
Agnes — AI Data Analyst
Agnes is an open-source data distribution platform for AI analytical systems. It extracts data from configured sources into DuckDB, serves it via a FastAPI backend, and distributes Parquet files to analysts who query them locally using Claude Code and DuckDB.
Each data source produces a self-describing extract.duckdb file. The SyncOrchestrator attaches all extract databases into a master analytics.duckdb, making every table available through a unified view layer without copying data unnecessarily.
Architecture: extract.duckdb Contract
Every connector produces the same output structure:
/data/extracts/{source_name}/
├── extract.duckdb ← _meta table + views
└── data/ ← parquet files (local sources only)
The orchestrator scans /data/extracts/*/extract.duckdb, attaches each into analytics.duckdb, and creates master 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) (agnes pull)
Supported Data Sources
| Mode | Distribution | Sources | Use when |
|---|---|---|---|
Batch pull (local) |
Parquet on disk, scheduled | Keboola | Source has a native bulk-export and the table fits on disk |
Materialized SQL (materialized) |
Parquet on disk, scheduled query | BigQuery, Keboola | Source table is too large to mirror as-is; you want a curated subset / aggregate on disk |
Remote attach (remote) |
View only, no download | BigQuery | Table is too large to materialize; latency cost of remote query is acceptable |
| Real-time push | Incremental parquet | Jira | Source is event-driven and you need sub-minute freshness |
The first three modes are what agnes pull distributes to analysts. The fourth is server-side only — analysts query Jira data through the same agnes pull-distributed parquets.
Admins manage per-source registrations through the /admin/tables UI (per-connector tabs for BigQuery / Keboola / Jira) or the agnes admin register-table CLI; per-row "Manage access" deep-links to /admin/access for granting tables to user groups via resource_grants(group, ResourceType.TABLE, table_id).
Analysts get a closed loop with Claude Code: agnes init writes <workspace>/.claude/settings.json with SessionStart (agnes pull --quiet) and SessionEnd (agnes push --quiet) hooks so every Claude Code session starts with fresh RBAC-filtered parquets and ends with the session log uploaded back.
Adding a new source means creating connectors/<name>/extractor.py that produces extract.duckdb with a _meta table (table_name, description, rows, size_bytes, extracted_at, query_mode). The orchestrator attaches it automatically.
Quick Start with Docker
# Clone the repository
git clone https://github.com/keboola/agnes-the-ai-analyst.git
cd agnes-the-ai-analyst
# Copy and edit configuration
cp config/instance.yaml.example config/instance.yaml
cp config/.env.template .env
# Edit both files for your environment
# Start the app and scheduler
docker compose up
# Start with all optional services (Telegram bot, etc.)
docker compose --profile full up
# Start with TLS (Caddy on :443 with corporate-CA certs from /data/state/certs)
docker compose -f docker-compose.yml -f docker-compose.prod.yml -f docker-compose.tls.yml \
--profile tls up -d
Once running, the FastAPI app is available at http://localhost:8000 (or https://$DOMAIN in TLS mode). See docs/DEPLOYMENT.md for cert provisioning + auto-rotation via scripts/ops/agnes-tls-rotate.sh. Trigger a manual sync:
curl -X POST http://localhost:8000/api/sync/trigger
Local sync & auto-update
Analysts run Claude Code against a local DuckDB built from RBAC-filtered parquets pulled from the server. agnes pull is the distribution path:
agnes pull # delta-pull: manifest → MD5 compare → download changed → rebuild views
agnes pull --quiet # same, no progress output (for hooks/cron)
agnes push # push session jsonl + CLAUDE.local.md back to the server
agnes init writes Claude Code lifecycle hooks into <workspace>/.claude/settings.json:
SessionStart→agnes pull --quiet— fresh data on every sessionSessionEnd→agnes push --quiet— uploads notes and session log
Hooks live at workspace level so they only fire in this analyst workspace, not in unrelated Claude Code sessions on the same machine.
Admin: which tables auto-sync to whom
The auto-sync set per analyst is the intersection of:
- Tables with
query_mode IN ('local', 'materialized')— these have parquets on disk and end up in the manifest - Tables granted to one of the analyst's groups via
resource_grants(group, ResourceType.TABLE, table_id)(seedocs/RBAC.md)
To enroll a new table for auto-sync, register it (or update its query_mode) and grant it to the relevant groups in /admin/access. New analysts get the same set on their next agnes pull.
For BigQuery, register a query_mode='materialized' table with a SQL body:
agnes admin register-table orders_90d \
--source-type bigquery \
--query-mode materialized \
--query @docs/queries/orders_90d.sql \
--schedule "every 6h"
The scheduler runs the query through the DuckDB BigQuery extension on each tick that's due, writes the result as a parquet, and the analyst picks it up on the next agnes pull. Cost guardrail: data_source.bigquery.max_bytes_per_materialize (default 10 GiB) — operations exceeding the BQ dry-run estimate are skipped.
Development Setup
# Create and activate virtual environment
python3 -m venv .venv && source .venv/bin/activate
# Install dependencies
uv pip install ".[dev]"
# Run FastAPI locally with hot reload
uvicorn app.main:app --reload
# Run the test suite
pytest tests/ -v
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)
│ ├── auth/ # Auth providers (Google OAuth, email magic link, desktop JWT)
│ └── 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 (`agnes pull`, `agnes query`, `agnes admin`)
├── services/ # Standalone services (scheduler, telegram_bot, ws_gateway, etc.)
├── scripts/ # Utility + migration scripts
├── config/ # Configuration templates (instance.yaml.example)
├── docs/ # Documentation + metric YAML definitions
└── tests/ # Test suite (633 tests)
Configuration
| File | Purpose |
|---|---|
config/instance.yaml |
Instance-specific settings: branding, data source type, auth provider, Google domain |
.env |
Secrets and environment variables — never committed |
system.duckdb table_registry table |
Table definitions managed via POST /api/admin/register-table (or PUT /api/admin/registry/{id} to update) or the web UI |
Copy the example to get started:
cp config/instance.yaml.example config/instance.yaml
See config/instance.yaml.example for all available options.
Documentation
- Hackathon TL;DR — condensed deploy + dev playbooks (for both humans and AI agents)
- Onboarding Guide — end-to-end Terraform deployment into a GCP project (recommended for production)
- Deployment Guide — chooses between Terraform and Docker Compose; covers OSS self-host
- Configuration Reference —
instance.yaml, env vars, per-instance options - Architecture — orchestrator, extractors, DB layout
- Quickstart — local development
Contributing
- Fork the repository and create a feature branch.
- Run
pytest tests/ -vto verify all tests pass before opening a pull request. - Keep commits focused and messages concise.
- Open a pull request against
mainwith a clear description of the change.
For bugs and feature requests, open a GitHub issue.
License
This project is licensed under the MIT License.