agnes-the-ai-analyst/cli/skills/agnes-table-registration.md
ZdenekSrotyr b2d54126dc docs(query): #160 align CLAUDE.md/skills/CHANGELOG with new --remote behavior + cost guardrail
Fixes the rails docs that PR #154 over-promised. The reporter (#160)
tried `da query --remote` against a VIEW row and saw a catalog error;
the previous version of the docs said this would work as a one-shot
server-side execution. Now it actually does (see prior commits), but
the docs also need to acknowledge the new cost guardrail and the
registry-gated direct-bq path.

Touched files:

- **CLAUDE.md** (root, "Querying Agnes data — agent rails"): the
  `da query --remote` bullet under "Choose the right tool" now spells
  out the BASE TABLE vs VIEW/MATERIALIZED_VIEW pushdown asymmetry +
  the 5 GiB scan cap + the registry-gating of direct bq.* paths.
  "When NOT to use `da fetch`" decision matrix updated with a separate
  row for VIEW aggregates so analysts see why the cap might trip.
- **config/claude_md_template.txt** (PR #154's analyst CLAUDE.md):
  three-patterns table caveat for the cost guardrail.
- **cli/skills/agnes-data-querying.md**: `When NOT to use da fetch`
  matrix updated with the same VIEW caveat + registry-gating note.
- **cli/skills/agnes-table-registration.md:121**: replaced the
  example that suggested raw `bq."<project>.<dataset>.<table>"` syntax
  (now blocked by the RBAC patch) with the registered-name form.
- **CHANGELOG.md**: full Unreleased entry with Added (Test Connection
  endpoint + cost-cap server-config knob + placeholder UI), Fixed (the
  five #160-class fixes: VIEW resolution, RBAC patch, blocklist,
  bigquery_query() blocking, CLI render, hybrid endpoint detail
  flattening), Changed (BREAKING legacy_wrap_views removal + quota
  relocation).

140 tests pass across the issue-affected files.
2026-05-04 10:33:06 +02:00

135 lines
6.3 KiB
Markdown

---
name: agnes-table-registration
description: Use when adding tables to the Agnes catalog so analysts can query them — single registration, bulk discovery, updates, and removals. Admin role required.
---
# Registering tables in Agnes
`da catalog` lists tables from `system.duckdb::table_registry`. A table you can `da fetch` exists in that registry. This skill is the protocol for getting tables into and out of it.
**Auth:** every command here requires admin role. The CLI sends the active PAT (`da auth import-token`); REST examples use `Authorization: Bearer $PAT` against the configured server.
## Decision flow — single vs. bulk vs. update
```
user wants to add tables
├── one specific table they named → register-table (single)
├── "everything from <source>" → discover-and-register
├── existing entry, change a field → PUT /api/admin/registry/{id}
└── remove a table from catalog → DELETE /api/admin/registry/{id}
```
## Before you register — verify the source exists
Registering a table that does NOT exist at the source is silent: the row lands in the registry, but every later `da fetch` / `da query` against it 404s or 500s with an opaque message. Always verify first.
For BigQuery (`source-type=bigquery`):
```bash
# 1. confirm the dataset and table exist (uses the analyst's BQ creds, not the server's)
bq show --project_id=<billing-project> <data-project>:<dataset>.<table>
```
For Keboola (`source-type=keboola`):
```bash
# the discover-and-register dry-run is the lowest-friction probe
da admin discover-and-register --source-type=keboola --dry-run
```
If the source can't confirm the table exists, **stop and ask the user to verify** rather than registering speculatively.
## Single-table registration
```bash
da admin register-table <name> \
--source-type=<keboola|bigquery|jira> \
--bucket=<dataset_or_bucket> \
--source-table=<source_object_name> \
--query-mode=<local|remote> \
--description="<short purpose, 1 line>"
```
Field meanings:
| Flag | Meaning | Example |
|---|---|---|
| `<name>` | Display name; the slugged form (`lower`, spaces→`_`) becomes the table id | `User Sessions` → id `user_sessions` |
| `--source-type` | Connector identity | `bigquery`, `keboola`, `jira` |
| `--bucket` | BQ dataset / Keboola bucket / Jira board | `product_analytics` |
| `--source-table` | Object name at the source (case-sensitive for BQ) | `s1_session_landings` |
| `--query-mode` | `local` = synced parquet / `remote` = on-demand BQ | `remote` for BQ views |
| `--description` | One sentence shown in `da catalog` | `"Per-session landing-page rows."` |
**Idempotence:** the API returns `409 Conflict` if the slugged id already exists. Always run `da admin list-tables --json` first and only register when the id is missing.
## Bulk discovery
When the user says "register everything from <source>", let the connector enumerate:
```bash
# 1. preview without writing anything
da admin discover-and-register --source-type=bigquery --dry-run --json
# 2. review output, then commit
da admin discover-and-register --source-type=bigquery
```
`discover-and-register` is **safe on re-run**: existing tables are skipped (not overwritten), new ones added. The `--dry-run` output lists what *would* change.
For Keboola, pass `--token` and `--url` if not already in `instance.yaml`:
```bash
da admin discover-and-register --source-type=keboola \
--token="$KEBOOLA_TOKEN" --url=https://connection.keboola.com --dry-run
```
## Update an existing entry
No CLI command for this — use REST directly:
```bash
# change description, source-table, or query-mode on a registered entry
curl -sS -X PUT \
-H "Authorization: Bearer $PAT" \
-H "Content-Type: application/json" \
-d '{"description": "Updated copy", "query_mode": "remote"}' \
"$AGNES_SERVER_URL/api/admin/registry/<table_id>"
```
Only fields you include in the JSON body are updated — unspecified fields keep prior values.
## Remove a table
```bash
curl -sS -X DELETE \
-H "Authorization: Bearer $PAT" \
"$AGNES_SERVER_URL/api/admin/registry/<table_id>"
```
Returns `204 No Content` on success, `404` if the id doesn't exist. **The underlying source data is NOT touched** — only the catalog entry. Local snapshots created via `da fetch` also remain on the analyst's laptop until they `da snapshot drop` them.
## Heuristics
- **Slug, not display name.** When a later command asks for `table_id`, use the lower-snake_case form, not the original `--name`. `da admin list-tables` shows both columns.
- **One descriptive line.** `--description` shows up in `da catalog --json` and in agent rails reasoning. Make it count: "What's in this table?" not "Imported 2026-01-15."
- **`local` vs `remote` is permanent until you re-register.** Switching modes mid-life requires PUT-ing `query_mode`; that doesn't move data, just changes how it's served.
- **Don't register joins or views you'd rather compute on-the-fly.** A registered table is a long-term contract — analysts will write to its name. For one-off computations prefer `da query --remote`.
## When NOT to register
- The user wants to inspect a table once, doesn't intend to share it: register the row once with `query_mode='remote'` (admin-only, ~30s) and query it via `da query --remote "SELECT … FROM <registered_id>"`. Direct `bq."<dataset>"."<table>"` syntax is now registry-gated — unregistered paths return 403 `bq_path_not_registered` (closes the pre-existing RBAC + cost-cap bypass).
- The data lives in a third source not yet supported by a connector: implement the connector first (see `connectors.md` skill), then register.
- The dataset already has a registered "parent" view that exposes the rows you want: register-table is for distinct catalog entities, not for slicing existing ones — slice with `da fetch --where`.
## Confirmation flow
After registration, sanity-check:
```bash
da admin list-tables --json | jq '.[] | select(.id == "<table_id>")'
da catalog --json | jq '.tables[] | select(.id == "<table_id>")'
da schema <table_id> # forces a real source-side schema fetch — fails fast if source is wrong
```
If `da schema` 500s on a freshly registered remote BQ table, the most common causes (in order): wrong `--source-table` (typo), wrong `--bucket` (dataset), missing `data_source.bigquery.billing_project` when reading cross-project, missing `serviceusage.services.use` IAM on the billing project.