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Ida 2026-05-20 12:11:33 +02:00
commit f468a377e4
70 changed files with 7203 additions and 1590 deletions
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14
app.py
View file

@ -418,6 +418,9 @@ async def lifespan(app: FastAPI):
registerKnowledgeIngestionConsumer,
)
registerKnowledgeIngestionConsumer()
# Side-effect import: registers all walker progress message keys
# in the i18n registry so `syncRegistryToDb` picks them up.
from modules.serviceCenter.services.serviceKnowledge import _progressMessages # noqa: F401
except Exception as e:
logger.warning(f"KnowledgeIngestionConsumer registration failed (non-critical): {e}")
@ -438,7 +441,16 @@ async def lifespan(app: FastAPI):
logger.error(f"Feature '{featureName}' failed to stop: {e}")
except Exception as e:
logger.warning(f"Could not shutdown feature containers: {e}")
# --- Close all PostgreSQL connection pools ---
# Must run LAST: feature `onStop` hooks may still issue DB calls during
# shutdown. Once we tear down the pools, no more borrows are possible.
try:
from modules.connectors.connectorDbPostgre import closeAllPools
closeAllPools()
except Exception as e:
logger.warning(f"Closing DB connection pools failed: {e}")
logger.info("Application has been shut down")

1196
modules/connectors/connectorDbPostgre.py
View file

File diff suppressed because it is too large Load diff

11
modules/datamodels/datamodelBackgroundJob.py
View file

@ -96,6 +96,17 @@ class BackgroundJob(PowerOnModel):
description="Human-readable current step (e.g. 'Importing journal entries...')",
json_schema_extra={"label": "Fortschritts-Nachricht"},
)
progressMessageData: Optional[Dict[str, Any]] = Field(
None,
description=(
"Structured i18n payload for `progressMessage`. Shape: "
"{'key': '<de-text-with-{placeholders}>', 'params': {...}}. "
"Frontend renders via `t(key, params)`; older clients fall back "
"to `progressMessage`. Single source of truth — keep `progressMessage` "
"as the rendered fallback in the producing language."
),
json_schema_extra={"label": "Fortschritts-Nachricht (i18n)"},
)
payload: Dict[str, Any] = Field(
default_factory=dict,

41
modules/datamodels/datamodelDataSource.py
View file

@ -62,9 +62,14 @@ class DataSource(PowerOnModel):
description="Owner user ID",
json_schema_extra={"label": "Benutzer-ID", "fk_target": {"db": "poweron_app", "table": "UserInDB", "labelField": "username"}},
)
ragIndexEnabled: bool = Field(
default=False,
description="When true this tree element is indexed into the RAG knowledge store",
ragIndexEnabled: Optional[bool] = Field(
default=None,
description=(
"Three-state RAG indexing flag with cascade-inherit semantics. "
"None = inherit from nearest ancestor DataSource (path-traversal); "
"True/False = explicit override that propagates to descendants. "
"Walker computes effective value via getEffectiveFlag()."
),
json_schema_extra={"label": "Im RAG indexieren", "frontend_type": "checkbox", "frontend_readonly": False, "frontend_required": False},
)
lastIndexed: Optional[float] = Field(
@ -72,9 +77,13 @@ class DataSource(PowerOnModel):
description="Timestamp of last successful RAG indexing run",
json_schema_extra={"label": "Letzte Indexierung", "frontend_type": "timestamp"},
)
scope: str = Field(
default="personal",
description="Data visibility scope: personal, featureInstance, mandate, global",
scope: Optional[str] = Field(
default=None,
description=(
"Data visibility scope with inherit semantics. "
"None = inherit; values: personal, featureInstance, mandate, global. "
"Cascade-reset on parent toggle."
),
json_schema_extra={"label": "Sichtbarkeit", "frontend_type": "select", "frontend_readonly": False, "frontend_required": False, "frontend_options": [
{"value": "personal", "label": "Persönlich"},
{"value": "featureInstance", "label": "Feature-Instanz"},
@ -82,11 +91,25 @@ class DataSource(PowerOnModel):
{"value": "global", "label": "Global"},
]},
)
neutralize: bool = Field(
default=False,
description="Whether this data source should be neutralized before AI processing",
neutralize: Optional[bool] = Field(
default=None,
description=(
"Three-state neutralization flag with cascade-inherit semantics. "
"None = inherit from nearest ancestor DataSource (path-traversal); "
"True/False = explicit override that propagates to descendants."
),
json_schema_extra={"label": "Neutralisieren", "frontend_type": "checkbox", "frontend_readonly": False, "frontend_required": False},
)
settings: Optional[Dict[str, Any]] = Field(
default=None,
description=(
"DataSource-scoped settings (JSON). Currently used keys: "
"ragLimits.{maxBytes,maxFileSize,maxItems,maxDepth}. "
"Walker reads these directly; missing keys fall back to RAG_LIMITS_DEFAULT "
"and are lazily persisted on next bootstrap."
),
json_schema_extra={"label": "Einstellungen", "frontend_type": "json", "frontend_readonly": True, "frontend_required": False},
)
class ExternalEntry(BaseModel):

37
modules/datamodels/datamodelFeatureDataSource.py
View file

@ -6,7 +6,7 @@ A FeatureDataSource links a FeatureInstance table (DATA_OBJECT) to a workspace
so the agent can query structured feature data (e.g. TrusteePosition rows).
"""
from typing import Dict, List, Optional
from typing import Any, Dict, List, Optional
from pydantic import BaseModel, Field
from modules.datamodels.datamodelBase import PowerOnModel
from modules.shared.i18nRegistry import i18nModel
@ -55,9 +55,12 @@ class FeatureDataSource(PowerOnModel):
description="Workspace feature instance where this source is used",
json_schema_extra={"label": "Workspace", "fk_target": {"db": "poweron_app", "table": "FeatureInstance", "labelField": "label"}},
)
scope: str = Field(
default="personal",
description="Data visibility scope: personal, featureInstance, mandate, global",
scope: Optional[str] = Field(
default=None,
description=(
"Data visibility scope with inherit semantics. "
"None = inherit; values: personal, featureInstance, mandate, global."
),
json_schema_extra={"label": "Sichtbarkeit", "frontend_type": "select", "frontend_readonly": False, "frontend_required": False, "frontend_options": [
{"value": "personal", "label": "Persönlich"},
{"value": "featureInstance", "label": "Feature-Instanz"},
@ -65,11 +68,22 @@ class FeatureDataSource(PowerOnModel):
{"value": "global", "label": "Global"},
]},
)
neutralize: bool = Field(
default=False,
description="Whether this data source should be neutralized before AI processing",
neutralize: Optional[bool] = Field(
default=None,
description=(
"Three-state neutralization flag with cascade-inherit semantics. "
"None = inherit; True/False = explicit. Cascade-reset on parent toggle."
),
json_schema_extra={"label": "Neutralisieren", "frontend_type": "checkbox", "frontend_readonly": False, "frontend_required": False},
)
ragIndexEnabled: Optional[bool] = Field(
default=None,
description=(
"Three-state RAG-indexing flag with cascade-inherit semantics. "
"None = inherit; True/False = explicit. Cascade-reset on parent toggle."
),
json_schema_extra={"label": "RAG-Indexierung", "frontend_type": "checkbox", "frontend_readonly": False, "frontend_required": False},
)
neutralizeFields: Optional[List[str]] = Field(
default=None,
description="Column names whose values are replaced with placeholders before AI processing",
@ -80,3 +94,12 @@ class FeatureDataSource(PowerOnModel):
description="Record-level filter applied when querying this table, e.g. {'sessionId': 'abc-123'}",
json_schema_extra={"label": "Datensatzfilter"},
)
settings: Optional[Dict[str, Any]] = Field(
default=None,
description=(
"FeatureDataSource-scoped settings (JSON). Currently used keys: "
"ragLimits.{maxBytes,maxFileSize,maxItems,maxDepth}. "
"Mirror of DataSource.settings so the UDB settings modal can target both."
),
json_schema_extra={"label": "Einstellungen", "frontend_type": "json", "frontend_readonly": True, "frontend_required": False},
)

25
modules/demoConfigs/investorDemo2026.py
View file

@ -124,6 +124,7 @@ class InvestorDemo2026(_BaseDemoConfig):
from modules.datamodels.datamodelUam import Mandate, UserInDB
from modules.datamodels.datamodelMembership import UserMandate
summary["_removedMandateIds"] = []
for mandateDef in [_MANDATE_HAPPYLIFE, _MANDATE_ALPINA]:
try:
existing = db.getRecordset(Mandate, recordFilter={"name": mandateDef["name"]})
@ -132,28 +133,36 @@ class InvestorDemo2026(_BaseDemoConfig):
self._removeMandateData(db, mid, mandateDef["label"], summary)
db.recordDelete(Mandate, mid)
summary["removed"].append(f"Mandate {mandateDef['label']} ({mid})")
summary["_removedMandateIds"].append({"id": mid, "mandateId": mid})
logger.info(f"Removed mandate {mandateDef['label']} ({mid})")
except Exception as e:
summary["errors"].append(f"Remove mandate {mandateDef['label']}: {e}")
# SAFETY: NEVER delete the user record. The user may have connections,
# chats, workflows, files, and other data across multiple databases.
# Only remove the mandate memberships that THIS demo created.
try:
existing = db.getRecordset(UserInDB, recordFilter={"username": _USER["username"]})
for u in existing:
uid = u.get("id")
removedMandateIds = {m.get("mandateId") for m in summary.get("_removedMandateIds", [])}
memberships = db.getRecordset(UserMandate, recordFilter={"userId": uid})
for mem in memberships:
try:
db.recordDelete(UserMandate, mem.get("id"))
except Exception:
pass
db.recordDelete(UserInDB, uid)
summary["removed"].append(f"User {_USER['username']} ({uid})")
logger.info(f"Removed user {_USER['username']} ({uid})")
if mem.get("mandateId") in removedMandateIds:
try:
db.recordDelete(UserMandate, mem.get("id"))
except Exception:
pass
summary["skipped"].append(
f"User {_USER['username']} ({uid}) preserved (only demo mandate memberships removed)"
)
logger.info(f"Preserved user {_USER['username']} ({uid}) - removed demo mandate memberships only")
except Exception as e:
summary["errors"].append(f"Remove user: {e}")
summary["errors"].append(f"Remove user memberships: {e}")
self._removeLanguageSet(db, "es", summary)
summary.pop("_removedMandateIds", None)
return summary
# ------------------------------------------------------------------

23
modules/demoConfigs/pwgDemo2026.py
View file

@ -121,32 +121,39 @@ class PwgDemo2026(_BaseDemoConfig):
from modules.datamodels.datamodelMembership import UserMandate
from modules.datamodels.datamodelUam import Mandate, UserInDB
removedMandateIds = set()
try:
existing = db.getRecordset(Mandate, recordFilter={"name": _MANDATE_PWG["name"]})
for m in existing:
mid = m.get("id")
self._removeMandateData(db, mid, _MANDATE_PWG["label"], summary)
db.recordDelete(Mandate, mid)
removedMandateIds.add(mid)
summary["removed"].append(f"Mandate {_MANDATE_PWG['label']} ({mid})")
logger.info(f"Removed mandate {_MANDATE_PWG['label']} ({mid})")
except Exception as e:
summary["errors"].append(f"Remove mandate {_MANDATE_PWG['label']}: {e}")
# SAFETY: NEVER delete the user record. The user may have connections,
# chats, workflows, files, and other data across multiple databases.
# Only remove the mandate memberships that THIS demo created.
try:
existing = db.getRecordset(UserInDB, recordFilter={"username": _USER["username"]})
for u in existing:
uid = u.get("id")
memberships = db.getRecordset(UserMandate, recordFilter={"userId": uid}) or []
for mem in memberships:
try:
db.recordDelete(UserMandate, mem.get("id"))
except Exception:
pass
db.recordDelete(UserInDB, uid)
summary["removed"].append(f"User {_USER['username']} ({uid})")
logger.info(f"Removed user {_USER['username']} ({uid})")
if mem.get("mandateId") in removedMandateIds:
try:
db.recordDelete(UserMandate, mem.get("id"))
except Exception:
pass
summary["skipped"].append(
f"User {_USER['username']} ({uid}) preserved (only demo mandate memberships removed)"
)
logger.info(f"Preserved user {_USER['username']} ({uid}) - removed demo mandate memberships only")
except Exception as e:
summary["errors"].append(f"Remove user: {e}")
summary["errors"].append(f"Remove user memberships: {e}")
return summary

8
modules/features/realEstate/interfaceFeatureRealEstate.py
View file

@ -342,7 +342,7 @@ class RealEstateObjects:
# If no exact match, try case-insensitive search via SQL query
# This handles cases where the name might have different casing
self.db._ensure_connection()
with self.db.connection.cursor() as cursor:
with self.db.borrowCursor() as cursor:
cursor.execute(
'SELECT "id" FROM "Gemeinde" WHERE LOWER("label") = LOWER(%s) LIMIT 1',
(name,)
@ -375,7 +375,7 @@ class RealEstateObjects:
# Try case-insensitive search
self.db._ensure_connection()
with self.db.connection.cursor() as cursor:
with self.db.borrowCursor() as cursor:
cursor.execute(
'SELECT "id" FROM "Kanton" WHERE LOWER("label") = LOWER(%s) LIMIT 1',
(name,)
@ -408,7 +408,7 @@ class RealEstateObjects:
# Try case-insensitive search
self.db._ensure_connection()
with self.db.connection.cursor() as cursor:
with self.db.borrowCursor() as cursor:
cursor.execute(
'SELECT "id" FROM "Land" WHERE LOWER("label") = LOWER(%s) LIMIT 1',
(name,)
@ -840,7 +840,7 @@ class RealEstateObjects:
# Ensure connection is alive
self.db._ensure_connection()
with self.db.connection.cursor() as cursor:
with self.db.borrowCursor() as cursor:
# Execute query
if parameters:
# Use parameterized query for safety

9
modules/features/trustee/accounting/accountingDataSync.py
View file

@ -205,11 +205,16 @@ class AccountingDataSync:
boundary so the UI poll on ``GET /api/jobs/{jobId}`` shows real
movement instead of jumping from 10 % to 100 %. Safe to omit.
"""
def _progress(pct: int, msg: str) -> None:
def _progress(pct: int, msgKey: str, msgParams: Optional[Dict[str, Any]] = None) -> None:
"""Forward to progressCb using the i18n contract.
`msgKey` is the German plaintext-as-key; the frontend translates
it via `t(key, params)` when rendering.
"""
if progressCb is None:
return
try:
progressCb(pct, msg)
progressCb(pct, messageKey=msgKey, messageParams=msgParams or {})
except Exception as ex:
logger.warning(f"progressCb failed at {pct}%: {ex}")
from modules.features.trustee.datamodelFeatureTrustee import (

31
modules/features/trustee/mainTrustee.py
View file

@ -12,6 +12,27 @@ from modules.shared.i18nRegistry import t
logger = logging.getLogger(__name__)
# i18n: register BackgroundJob progress message keys used by routeFeatureTrustee /
# accountingDataSync. Walker call sites use `progressCb(..., messageKey="…")`
# without going through `t()`, so we must register each key here as a
# string-literal `t(...)` call -- per i18n convention `t()` MUST receive a
# literal so static scanners and the boot-time `syncRegistryToDb` can pick
# it up. Do NOT collapse these into a loop over a list of variables.
t("Sync wird vorbereitet ({total} Position(en))...")
t("Verbindungsaufbau fehlgeschlagen.")
t("Keine aktive Buchhaltungs-Konfiguration gefunden.")
t("Position {index}/{total} verarbeitet")
t("Sync abgeschlossen.")
t("Initialisiere Import...")
t("Verbinde mit Buchhaltungssystem...")
t("Import abgeschlossen.")
t("Lade Kontenplan...")
t("Lade Journaleintraege vom Buchhaltungssystem...")
t("Lade Kunden...")
t("Lade Lieferanten...")
t("Lade Kontensaldi vom Buchhaltungssystem...")
t("Speichere Kontensaldi...")
# Feature metadata
FEATURE_CODE = "trustee"
FEATURE_LABEL = t("Treuhand", context="UI")
@ -463,8 +484,14 @@ TEMPLATE_WORKFLOWS = [
"3. Kurzer Management-Summary-Absatz (3-5 Saetze) UNTER dem Chart "
"mit den 3 groessten Abweichungen (>10%) und einer fachlichen "
"Einschaetzung.\n\n"
"Verwende die uebergebene Budget-Datei als Soll-Quelle und die im "
"Kontext bereitgestellten Buchhaltungsdaten als Ist-Quelle.\n"
"DATENQUELLEN:\n"
"- SOLL (Budget): Aus der uebergebenen Budget-Datei (Excel).\n"
"- IST (Buchhaltung): Verwende AUSSCHLIESSLICH das Feld "
"\"closingBalance\" aus \"accountSummary\" im Kontext-JSON. "
"Dort steht pro Konto GENAU EIN Ist-Wert (Jahresabschluss-Saldo). "
"Fuer Quartals-Budgets stehen zusaetzlich Q1/Q2/Q3/Q4-Felder bereit. "
"SUMMIERE NIEMALS mehrere Zeilen oder Journal-Eintraege auf -- der "
"closingBalance in accountSummary ist bereits der korrekte Ist-Wert.\n\n"
"WICHTIG: Erstelle KEINEN separaten Chart pro Konto. Nur EIN "
"Uebersichts-Chart ueber alle Konten ist gewuenscht.\n\n"
"Hinweis: Das documentTheme ist 'finance'. Wenn du ein Dokument erstellst, "

24
modules/features/trustee/routeFeatureTrustee.py
View file

@ -1644,7 +1644,11 @@ async def _trusteeAccountingPushJobHandler(job: Dict[str, Any], progressCb) -> D
results = []
total = len(positionIds)
progressCb(2, f"Sync wird vorbereitet ({total} Position(en))...")
progressCb(
2,
messageKey="Sync wird vorbereitet ({total} Position(en))...",
messageParams={"total": total},
)
# Resolve connector + plain config once to avoid decryption rate-limits
# (mirrors the optimisation in pushBatchToAccounting). We push positions
@ -1655,12 +1659,12 @@ async def _trusteeAccountingPushJobHandler(job: Dict[str, Any], progressCb) -> D
connector, plainConfig, configRecord = await bridge._resolveConnectorAndConfig(instanceId)
except Exception as resolveErr:
logger.exception("Accounting push: failed to resolve connector/config")
progressCb(100, "Verbindungsaufbau fehlgeschlagen.")
progressCb(100, messageKey="Verbindungsaufbau fehlgeschlagen.")
raise resolveErr
if not connector or not plainConfig:
results = [SyncResult(success=False, errorMessage="No active accounting configuration found") for _ in positionIds]
progressCb(100, "Keine aktive Buchhaltungs-Konfiguration gefunden.")
progressCb(100, messageKey="Keine aktive Buchhaltungs-Konfiguration gefunden.")
return {
"total": len(results),
"success": 0,
@ -1680,7 +1684,11 @@ async def _trusteeAccountingPushJobHandler(job: Dict[str, Any], progressCb) -> D
results.append(result)
# Reserve 5..95% for the push loop, keep the tail for summary.
pct = 5 + int(90 * index / total)
progressCb(pct, f"Position {index}/{total} verarbeitet")
progressCb(
pct,
messageKey="Position {index}/{total} verarbeitet",
messageParams={"index": index, "total": total},
)
skipped = [r for r in results if not r.success and r.errorMessage and "already synced" in r.errorMessage]
failed = [r for r in results if not r.success and r not in skipped]
@ -1693,7 +1701,7 @@ async def _trusteeAccountingPushJobHandler(job: Dict[str, Any], progressCb) -> D
"; ".join(r.errorMessage or "unknown" for r in failed[:3]),
)
progressCb(100, "Sync abgeschlossen.")
progressCb(100, messageKey="Sync abgeschlossen.")
return {
"total": len(results),
"success": sum(1 for r in results if r.success),
@ -1823,10 +1831,10 @@ async def _trusteeAccountingSyncJobHandler(job: Dict[str, Any], progressCb) -> D
payload = job.get("payload") or {}
rootUser = getRootUser()
progressCb(5, "Initialisiere Import...")
progressCb(5, messageKey="Initialisiere Import...")
interface = getInterface(rootUser, mandateId=mandateId, featureInstanceId=instanceId)
sync = AccountingDataSync(interface)
progressCb(10, "Verbinde mit Buchhaltungssystem...")
progressCb(10, messageKey="Verbinde mit Buchhaltungssystem...")
result = await sync.importData(
featureInstanceId=instanceId,
mandateId=mandateId,
@ -1834,7 +1842,7 @@ async def _trusteeAccountingSyncJobHandler(job: Dict[str, Any], progressCb) -> D
dateTo=payload.get("dateTo"),
progressCb=progressCb,
)
progressCb(100, "Import abgeschlossen.")
progressCb(100, messageKey="Import abgeschlossen.")
return result

9
modules/features/workspace/datamodelFeatureWorkspace.py
View file

@ -2,7 +2,7 @@
# All rights reserved.
"""Workspace feature data models — WorkspaceUserSettings."""
from typing import List, Optional
from typing import Dict, List, Optional
from pydantic import Field
from modules.datamodels.datamodelBase import PowerOnModel
from modules.shared.i18nRegistry import i18nModel
@ -52,7 +52,7 @@ class WorkspaceUserSettings(PowerOnModel):
description="Max agent rounds override (None = instance default)",
json_schema_extra={"label": "Max. Agenten-Runden", "frontend_type": "number", "frontend_readonly": False, "frontend_required": False},
)
requireNeutralization: bool = Field(
requireNeutralization: Optional[bool] = Field(
default=False,
description="Default neutralization setting for this user",
json_schema_extra={"label": "Neutralisierung", "frontend_type": "checkbox", "frontend_readonly": False, "frontend_required": False},
@ -67,3 +67,8 @@ class WorkspaceUserSettings(PowerOnModel):
description="Allowed AI models (empty = all permitted)",
json_schema_extra={"label": "Erlaubte Modelle", "frontend_type": "modelMultiSelect", "frontend_readonly": False, "frontend_required": False},
)
uiTreeExpansion: Dict[str, List[str]] = Field(
default_factory=dict,
description="Per-tab expanded tree-node ids for the UDB / FormGeneratorTree. Key = scope name (e.g. 'sources', 'filesOwn', 'filesShared').",
json_schema_extra={"label": "Tree-Expand-Zustand", "frontend_type": "json", "frontend_readonly": True, "frontend_required": False},
)

624
modules/features/workspace/routeFeatureWorkspace.py
View file

@ -1281,51 +1281,101 @@ async def listWorkspaceDataSources(
try:
from modules.datamodels.datamodelDataSource import DataSource
from modules.interfaces.interfaceDbApp import getRootInterface
from modules.serviceCenter.services.serviceKnowledge._inheritFlags import buildEffectiveByConnection
rootIf = getRootInterface()
recordFilter: dict = {"featureInstanceId": instanceId}
if wsMandateId:
recordFilter["mandateId"] = wsMandateId
dataSources = rootIf.db.getRecordset(DataSource, recordFilter=recordFilter)
return JSONResponse({"dataSources": dataSources or []})
if not dataSources:
return JSONResponse({"dataSources": []})
# Group by connectionId and compute effective values in aggregate mode
byConnection: dict = {}
for ds in dataSources:
connId = ds.get("connectionId") or ""
byConnection.setdefault(connId, []).append(ds)
for connDs in byConnection.values():
effNeutralize = buildEffectiveByConnection(connDs, "neutralize", mode="aggregate")
effScope = buildEffectiveByConnection(connDs, "scope", mode="aggregate")
effRag = buildEffectiveByConnection(connDs, "ragIndexEnabled", mode="aggregate")
for ds in connDs:
dsId = ds.get("id", "")
ds["effectiveNeutralize"] = effNeutralize.get(dsId, False)
ds["effectiveScope"] = effScope.get(dsId, "personal")
ds["effectiveRagIndexEnabled"] = effRag.get(dsId, False)
return JSONResponse({"dataSources": dataSources})
except Exception:
return JSONResponse({"dataSources": []})
@router.get("/{instanceId}/connections")
class _TreeChildrenRequest(BaseModel):
"""Request body for the generic tree children endpoint."""
parents: List[Optional[str]] = Field(
default_factory=list,
description="List of parent keys to fetch children for. Use null for top-level.",
)
@router.post("/{instanceId}/tree/children")
@limiter.limit("300/minute")
async def listWorkspaceConnections(
async def getTreeChildren(
request: Request,
instanceId: str = Path(...),
body: _TreeChildrenRequest = Body(...),
context: RequestContext = Depends(getRequestContext),
):
"""Return the user's active connections (UserConnections)."""
_mandateId, _ = _validateInstanceAccess(instanceId, context)
from modules.serviceCenter import getService
from modules.serviceCenter.context import ServiceCenterContext
ctx = ServiceCenterContext(
user=context.user,
mandate_id=_mandateId or "",
feature_instance_id=instanceId,
"""Generic UDB tree children resolver.
The UI sends a list of parent keys (or null for top-level). The backend
returns children for each requested parent, with all effective flag
values pre-computed. The UI builds the visible tree from the resulting
flat per-parent map.
"""
_validateInstanceAccess(instanceId, context)
from modules.serviceCenter.services.serviceKnowledge._buildTree import getChildrenForParents
try:
nodesByParent = await getChildrenForParents(instanceId, body.parents, context)
except Exception as exc:
logger.exception("Tree children build failed: %s", exc)
raise HTTPException(status_code=500, detail=str(exc))
return JSONResponse({"nodesByParent": nodesByParent})
class _TreeAttributesRequest(BaseModel):
"""Request body for the attribute-refresh endpoint."""
keys: List[str] = Field(
default_factory=list,
description="List of node keys to fetch current attributes for.",
)
chatService = getService("chat", ctx)
connections = chatService.getUserConnections()
items = []
for c in connections or []:
conn = c if isinstance(c, dict) else (c.model_dump() if hasattr(c, "model_dump") else {})
authority = conn.get("authority")
if hasattr(authority, "value"):
authority = authority.value
status = conn.get("status")
if hasattr(status, "value"):
status = status.value
items.append({
"id": conn.get("id"),
"authority": authority,
"externalUsername": conn.get("externalUsername"),
"externalEmail": conn.get("externalEmail"),
"status": status,
})
return JSONResponse({"connections": items})
@router.post("/{instanceId}/tree/attributes")
@limiter.limit("300/minute")
async def getTreeAttributes(
request: Request,
instanceId: str = Path(...),
body: _TreeAttributesRequest = Body(...),
context: RequestContext = Depends(getRequestContext),
):
"""Return current effective attribute values (neutralize, scope,
ragIndexEnabled) for a list of node keys. Used after a toggle action
to refresh only the visible nodes without reloading tree structure."""
_validateInstanceAccess(instanceId, context)
from modules.serviceCenter.services.serviceKnowledge._buildTree import getAttributesForKeys
if len(body.keys) > 500:
raise HTTPException(status_code=400, detail="Max 500 keys per request")
try:
attrs = await getAttributesForKeys(instanceId, body.keys, context)
except Exception as exc:
logger.exception("Tree attributes failed: %s", exc)
raise HTTPException(status_code=500, detail=str(exc))
return JSONResponse({"attributes": attrs})
class CreateDataSourceRequest(BaseModel):
@ -1390,303 +1440,6 @@ async def deleteWorkspaceDataSource(
# ---- Feature Connections & Feature Data Sources ----
@router.get("/{instanceId}/feature-connections")
@limiter.limit("120/minute")
async def listFeatureConnections(
request: Request,
instanceId: str = Path(...),
context: RequestContext = Depends(getRequestContext),
):
"""List feature instances the user has access to, scoped to the workspace mandate."""
wsMandateId, _ = _validateInstanceAccess(instanceId, context)
from modules.interfaces.interfaceDbApp import getRootInterface
from modules.security.rbacCatalog import getCatalogService
from modules.datamodels.datamodelUam import Mandate
rootIf = getRootInterface()
userId = str(context.user.id)
catalog = getCatalogService()
featureCodesWithData = catalog.getFeaturesWithDataObjects()
userMandates = rootIf.getUserMandates(userId)
if not userMandates:
return JSONResponse({"featureConnectionsByMandate": []})
allowedMandateIds = {um.mandateId for um in userMandates}
if wsMandateId and wsMandateId in allowedMandateIds:
allowedMandateIds = {wsMandateId}
mandateLabels: dict = {}
for um in userMandates:
if um.mandateId not in allowedMandateIds:
continue
try:
rows = rootIf.db.getRecordset(Mandate, recordFilter={"id": um.mandateId})
if rows:
m = rows[0]
mandateLabels[um.mandateId] = m.get("label") or m.get("name") or um.mandateId
except Exception:
mandateLabels[um.mandateId] = um.mandateId
byMandate: dict = {}
seenIds: set = set()
for um in userMandates:
if um.mandateId not in allowedMandateIds:
continue
allInstances = rootIf.getFeatureInstancesByMandate(um.mandateId)
for inst in allInstances:
if inst.id in seenIds:
continue
seenIds.add(inst.id)
if not inst.enabled:
continue
if inst.featureCode not in featureCodesWithData:
continue
featureAccess = rootIf.getFeatureAccess(userId, inst.id)
if not featureAccess or not featureAccess.enabled:
continue
featureDef = catalog.getFeatureDefinition(inst.featureCode) or {}
dataObjects = catalog.getDataObjects(inst.featureCode)
label = inst.label or inst.featureCode
mid = inst.mandateId
connItem = {
"featureInstanceId": inst.id,
"featureCode": inst.featureCode,
"mandateId": mid,
"label": label,
"icon": featureDef.get("icon", "mdi-database"),
"tableCount": len(dataObjects),
}
if mid not in byMandate:
byMandate[mid] = []
byMandate[mid].append(connItem)
def _sortKeyLabel(x: dict) -> str:
return (x.get("label") or "").lower()
groups = []
for mid in sorted(byMandate.keys(), key=lambda m: (mandateLabels.get(m, m) or "").lower()):
conns = sorted(byMandate[mid], key=_sortKeyLabel)
groups.append({
"mandateId": mid,
"mandateLabel": mandateLabels.get(mid, mid),
"featureConnections": conns,
})
return JSONResponse({"featureConnectionsByMandate": groups})
@router.get("/{instanceId}/feature-connections/{fiId}/tables")
@limiter.limit("120/minute")
async def listFeatureConnectionTables(
request: Request,
instanceId: str = Path(...),
fiId: str = Path(..., description="Feature instance ID"),
context: RequestContext = Depends(getRequestContext),
):
"""List data tables (DATA_OBJECTS) for a feature instance, filtered by RBAC."""
wsMandateId, _ = _validateInstanceAccess(instanceId, context)
from modules.interfaces.interfaceDbApp import getRootInterface
from modules.security.rbacCatalog import getCatalogService
rootIf = getRootInterface()
inst = rootIf.getFeatureInstance(fiId)
if not inst:
raise HTTPException(status_code=404, detail=routeApiMsg("Feature instance not found"))
mandateId = str(inst.mandateId) if inst.mandateId else None
if wsMandateId and mandateId and mandateId != wsMandateId:
raise HTTPException(status_code=403, detail=routeApiMsg("Feature instance does not belong to workspace mandate"))
catalog = getCatalogService()
try:
from modules.security.rbac import RbacClass
from modules.security.rootAccess import getRootDbAppConnector
dbApp = getRootDbAppConnector()
rbac = RbacClass(dbApp, dbApp=dbApp)
accessible = catalog.getAccessibleDataObjects(
featureCode=inst.featureCode,
rbacInstance=rbac,
user=context.user,
mandateId=mandateId or "",
featureInstanceId=fiId,
)
except Exception:
accessible = catalog.getDataObjects(inst.featureCode)
accessibleKeys = {obj.get("objectKey", "") for obj in accessible}
referencedGroups = set()
for obj in accessible:
meta = obj.get("meta", {})
if meta.get("wildcard") or meta.get("isGroup"):
continue
if meta.get("group"):
referencedGroups.add(meta["group"])
tables = []
for obj in catalog.getDataObjects(inst.featureCode):
meta = obj.get("meta", {})
if meta.get("wildcard"):
continue
objectKey = obj.get("objectKey", "")
if meta.get("isGroup"):
# Groups are metadata-only; include if at least one child is accessible
# (regardless of whether the group itself was RBAC-granted).
if objectKey not in referencedGroups:
continue
else:
if objectKey not in accessibleKeys:
continue
node = {
"objectKey": objectKey,
"tableName": meta.get("table", ""),
"label": resolveText(obj.get("label", "")),
"fields": meta.get("fields", []),
"isParent": bool(meta.get("isParent", False)),
"parentTable": meta.get("parentTable") or None,
"parentKey": meta.get("parentKey") or None,
"displayFields": meta.get("displayFields", []),
"isGroup": bool(meta.get("isGroup", False)),
"group": meta.get("group") or None,
}
tables.append(node)
return JSONResponse({"tables": tables})
@router.get("/{instanceId}/feature-connections/{fiId}/parent-objects/{tableName}")
@limiter.limit("120/minute")
async def listParentObjects(
request: Request,
instanceId: str = Path(...),
fiId: str = Path(..., description="Feature instance ID"),
tableName: str = Path(..., description="Parent table name from DATA_OBJECTS"),
parentKey: Optional[str] = Query(None, description="Optional FK column name to filter by ancestor record (nested parent rendering)"),
parentValue: Optional[str] = Query(None, description="Optional FK value matching parentKey to filter children of a specific ancestor record"),
context: RequestContext = Depends(getRequestContext),
):
"""List records from a parent table so the user can pick a specific record to scope data.
When parentKey + parentValue are provided, results are additionally filtered by that FK,
enabling nested record hierarchies (e.g. Sessions OF Context X).
"""
wsMandateId, _ = _validateInstanceAccess(instanceId, context)
from modules.interfaces.interfaceDbApp import getRootInterface
from modules.security.rbacCatalog import getCatalogService
rootIf = getRootInterface()
inst = rootIf.getFeatureInstance(fiId)
if not inst:
raise HTTPException(status_code=404, detail=routeApiMsg("Feature instance not found"))
featureCode = inst.featureCode
mandateId = str(inst.mandateId) if inst.mandateId else ""
if wsMandateId and mandateId and mandateId != wsMandateId:
raise HTTPException(status_code=403, detail=routeApiMsg("Feature instance does not belong to workspace mandate"))
catalog = getCatalogService()
parentObj = None
for obj in catalog.getDataObjects(featureCode):
meta = obj.get("meta", {})
if meta.get("table") == tableName and meta.get("isParent"):
parentObj = obj
break
if not parentObj:
raise HTTPException(status_code=400, detail=f"Table '{tableName}' is not a registered parent table")
displayFields = parentObj["meta"].get("displayFields", [])
selectCols = ', '.join(f'"{f}"' for f in (["id"] + displayFields)) if displayFields else "*"
from modules.connectors.connectorDbPostgre import DatabaseConnector
from modules.shared.configuration import APP_CONFIG
featureDbName = f"poweron_{featureCode.lower()}"
featureDbConn = None
try:
featureDbConn = DatabaseConnector(
dbHost=APP_CONFIG.get("DB_HOST", "localhost"),
dbDatabase=featureDbName,
dbUser=APP_CONFIG.get("DB_USER"),
dbPassword=APP_CONFIG.get("DB_PASSWORD_SECRET"),
dbPort=int(APP_CONFIG.get("DB_PORT", 5432)),
userId=str(context.user.id),
)
conn = featureDbConn.connection
with conn.cursor() as cur:
cur.execute(
"SELECT column_name FROM information_schema.columns "
"WHERE table_schema = 'public' AND LOWER(table_name) = LOWER(%s) "
"AND column_name IN ('featureInstanceId', 'instanceId')",
[tableName],
)
instanceCols = [row["column_name"] for row in cur.fetchall()]
instanceCol = "featureInstanceId" if "featureInstanceId" in instanceCols else "instanceId"
cur.execute(
"SELECT column_name FROM information_schema.columns "
"WHERE table_schema = 'public' AND LOWER(table_name) = LOWER(%s) "
"AND column_name = 'userId'",
[tableName],
)
hasUserId = cur.rowcount > 0
sql = (
f'SELECT {selectCols} FROM "{tableName}" '
f'WHERE "{instanceCol}" = %s'
)
params = [fiId]
if mandateId:
sql += ' AND "mandateId" = %s'
params.append(mandateId)
if hasUserId:
sql += ' AND "userId" = %s'
params.append(str(context.user.id))
if parentKey and parentValue:
cur.execute(
"SELECT 1 FROM information_schema.columns "
"WHERE table_schema = 'public' AND LOWER(table_name) = LOWER(%s) "
"AND column_name = %s",
[tableName, parentKey],
)
if cur.rowcount > 0:
sql += f' AND "{parentKey}" = %s'
params.append(parentValue)
else:
logger.warning(
f"listParentObjects({tableName}): ignoring parentKey '{parentKey}' (column does not exist)"
)
sql += ' ORDER BY "id" DESC LIMIT 100'
cur.execute(sql, params)
rows = []
for row in cur.fetchall():
r = dict(row)
for k, v in r.items():
if hasattr(v, "isoformat"):
r[k] = v.isoformat()
elif isinstance(v, (bytes, bytearray)):
r[k] = f"<binary {len(v)} bytes>"
displayParts = [str(r.get(f, "")) for f in displayFields if r.get(f) is not None]
rows.append({
"id": r.get("id", ""),
"displayLabel": " | ".join(displayParts) if displayParts else r.get("id", ""),
"fields": {f: r.get(f) for f in displayFields},
})
except Exception as e:
logger.error(f"listParentObjects({tableName}) failed: {e}", exc_info=True)
raise HTTPException(status_code=500, detail=f"Failed to list parent objects: {e}")
finally:
if featureDbConn:
try:
featureDbConn.close()
except Exception:
pass
return JSONResponse({"parentObjects": rows})
class CreateFeatureDataSourceRequest(BaseModel):
"""Request body for adding a feature table as data source."""
featureInstanceId: str = Field(description="Feature instance ID")
@ -1705,16 +1458,35 @@ async def createFeatureDataSource(
body: CreateFeatureDataSourceRequest = Body(...),
context: RequestContext = Depends(getRequestContext),
):
"""Create a FeatureDataSource for this workspace instance."""
"""Create a FeatureDataSource for this workspace instance.
The FDS lives under the WORKSPACE's mandate (not the feature's): that
matches how the tree (`allFds = recordset where workspaceInstanceId =
instanceId`) and the PATCH endpoints scope these records — by workspace,
not by feature mandate. The user can legitimately reference a feature
from another mandate they have access to (via the UDB mandate-group
nodes), and a hard cross-mandate block here would silently 403 those
toggles. Access to the referenced feature is verified by the user's
`FeatureAccess` and the existing tree-children RBAC, which run before
the user can ever click on this node.
"""
wsMandateId, _ = _validateInstanceAccess(instanceId, context)
from modules.interfaces.interfaceDbApp import getRootInterface
from modules.datamodels.datamodelFeatureDataSource import FeatureDataSource
rootIf = getRootInterface()
inst = rootIf.getFeatureInstance(body.featureInstanceId)
mandateId = str(inst.mandateId) if inst else (str(context.mandateId) if context.mandateId else "")
if wsMandateId and mandateId and mandateId != wsMandateId:
raise HTTPException(status_code=403, detail=routeApiMsg("Feature instance does not belong to workspace mandate"))
if not rootIf.getFeatureAccess(str(context.user.id), body.featureInstanceId):
raise HTTPException(status_code=403, detail=routeApiMsg("Access denied to this feature instance"))
existing = rootIf.db.getRecordset(FeatureDataSource, recordFilter={
"workspaceInstanceId": instanceId,
"featureInstanceId": body.featureInstanceId,
"tableName": body.tableName,
}) or []
targetFilter = body.recordFilter or None
for rec in existing:
if (rec.get("recordFilter") or None) == targetFilter:
return JSONResponse(rec)
fds = FeatureDataSource(
featureInstanceId=body.featureInstanceId,
@ -1722,7 +1494,7 @@ async def createFeatureDataSource(
tableName=body.tableName,
objectKey=body.objectKey,
label=body.label,
mandateId=mandateId,
mandateId=wsMandateId or "",
userId=str(context.user.id),
workspaceInstanceId=instanceId,
recordFilter=body.recordFilter,
@ -1742,13 +1514,26 @@ async def listFeatureDataSources(
wsMandateId, _ = _validateInstanceAccess(instanceId, context)
from modules.interfaces.interfaceDbApp import getRootInterface
from modules.datamodels.datamodelFeatureDataSource import FeatureDataSource
from modules.serviceCenter.services.serviceKnowledge._inheritFlags import buildEffectiveByWorkspaceFds
rootIf = getRootInterface()
recordFilter: dict = {"workspaceInstanceId": instanceId}
if wsMandateId:
recordFilter["mandateId"] = wsMandateId
records = rootIf.db.getRecordset(FeatureDataSource, recordFilter=recordFilter)
return JSONResponse({"featureDataSources": records or []})
if not records:
return JSONResponse({"featureDataSources": []})
effNeutralize = buildEffectiveByWorkspaceFds(records, "neutralize", mode="aggregate")
effScope = buildEffectiveByWorkspaceFds(records, "scope", mode="aggregate")
effRag = buildEffectiveByWorkspaceFds(records, "ragIndexEnabled", mode="aggregate")
for fds in records:
fdsId = fds.get("id", "")
fds["effectiveNeutralize"] = effNeutralize.get(fdsId, False)
fds["effectiveScope"] = effScope.get(fdsId, "personal")
fds["effectiveRagIndexEnabled"] = effRag.get(fdsId, False)
return JSONResponse({"featureDataSources": records})
@router.delete("/{instanceId}/feature-datasources/{featureDataSourceId}")
@ -1769,112 +1554,6 @@ async def deleteFeatureDataSource(
return JSONResponse({"success": True})
@router.get("/{instanceId}/connections/{connectionId}/services")
@limiter.limit("120/minute")
async def listConnectionServices(
request: Request,
instanceId: str = Path(...),
connectionId: str = Path(...),
context: RequestContext = Depends(getRequestContext),
):
"""Return the available services for a specific UserConnection."""
_mandateId, _ = _validateInstanceAccess(instanceId, context)
try:
from modules.connectors.connectorResolver import ConnectorResolver
from modules.serviceCenter import getService as getSvc
from modules.serviceCenter.context import ServiceCenterContext
ctx = ServiceCenterContext(
user=context.user,
mandate_id=_mandateId or "",
feature_instance_id=instanceId,
)
chatService = getSvc("chat", ctx)
securityService = getSvc("security", ctx)
dbInterface = _buildResolverDbInterface(chatService)
resolver = ConnectorResolver(securityService, dbInterface)
provider = await resolver.resolve(connectionId)
services = provider.getAvailableServices()
_serviceLabels = {
"sharepoint": "SharePoint",
"outlook": "Outlook",
"teams": "Teams",
"onedrive": "OneDrive",
"drive": "Google Drive",
"gmail": "Gmail",
"files": "Files (FTP)",
"kdrive": "kDrive",
"calendar": "Calendar",
"contact": "Contacts",
}
_serviceIcons = {
"sharepoint": "sharepoint",
"outlook": "mail",
"teams": "chat",
"onedrive": "cloud",
"drive": "cloud",
"gmail": "mail",
"files": "folder",
"kdrive": "cloud",
"calendar": "calendar",
"contact": "contact",
}
items = [
{
"service": s,
"label": _serviceLabels.get(s, s),
"icon": _serviceIcons.get(s, "folder"),
}
for s in services
]
return JSONResponse({"services": items})
except Exception as e:
logger.error(f"Error listing services for connection {connectionId}: {e}")
return JSONResponse({"services": [], "error": str(e)}, status_code=400)
@router.get("/{instanceId}/connections/{connectionId}/browse")
@limiter.limit("300/minute")
async def browseConnectionService(
request: Request,
instanceId: str = Path(...),
connectionId: str = Path(...),
service: str = Query(..., description="Service name (e.g. sharepoint, onedrive, outlook)"),
path: str = Query("/", description="Path within the service to browse"),
context: RequestContext = Depends(getRequestContext),
):
"""Browse folders/items within a connection's service at a given path."""
_mandateId, _ = _validateInstanceAccess(instanceId, context)
try:
from modules.connectors.connectorResolver import ConnectorResolver
from modules.serviceCenter import getService as getSvc
from modules.serviceCenter.context import ServiceCenterContext
ctx = ServiceCenterContext(
user=context.user,
mandate_id=_mandateId or "",
feature_instance_id=instanceId,
)
chatService = getSvc("chat", ctx)
securityService = getSvc("security", ctx)
dbInterface = _buildResolverDbInterface(chatService)
resolver = ConnectorResolver(securityService, dbInterface)
adapter = await resolver.resolveService(connectionId, service)
entries = await adapter.browse(path, filter=None)
items = []
for entry in (entries or []):
items.append({
"name": entry.name,
"path": entry.path,
"isFolder": entry.isFolder,
"size": entry.size,
"mimeType": entry.mimeType,
"metadata": entry.metadata if hasattr(entry, "metadata") else {},
})
return JSONResponse({"items": items, "path": path, "service": service})
except Exception as e:
logger.error(f"Error browsing {service} for connection {connectionId} at '{path}': {e}")
return JSONResponse({"items": [], "error": str(e)}, status_code=400)
# ---------------------------------------------------------------------------
# Voice endpoints
# ---------------------------------------------------------------------------
@ -2190,6 +1869,71 @@ async def putWorkspaceUserSettings(
})
# =========================================================================
# Per-user UI state: tree expand/collapse (UDB + FilesTab)
# Persisted on WorkspaceUserSettings.uiTreeExpansion as a {scope: [ids]} map.
# Each FE tab uses its own scope key so collapse-state for one tab doesn't
# bleed into another.
@router.get("/{instanceId}/ui-tree-expansion/{scope}")
@limiter.limit("300/minute")
async def getUiTreeExpansion(
request: Request,
instanceId: str = Path(...),
scope: str = Path(..., description="UI scope key, e.g. 'sources', 'filesOwn', 'filesShared'"),
context: RequestContext = Depends(getRequestContext),
):
"""Return the expanded tree-node ids for the current user + scope.
Returns `null` when the user has never persisted a state for this scope
(lets the FE fall back to backend `defaultExpanded` hints). Returns `[]`
when the user actively collapsed everything.
"""
_validateInstanceAccess(instanceId, context)
wsInterface = _getWorkspaceInterface(context, instanceId)
settings = wsInterface.getWorkspaceUserSettings(str(context.user.id))
expansion = (settings.uiTreeExpansion if settings else {}) or {}
if scope not in expansion:
return JSONResponse({"expandedNodes": None})
return JSONResponse({"expandedNodes": list(expansion.get(scope) or [])})
@router.put("/{instanceId}/ui-tree-expansion/{scope}")
@limiter.limit("300/minute")
async def putUiTreeExpansion(
request: Request,
instanceId: str = Path(...),
scope: str = Path(...),
body: dict = Body(...),
context: RequestContext = Depends(getRequestContext),
):
"""Replace the expanded-node list for one scope.
Body: `{"expandedNodes": List[str]}`. Empty list = explicit collapse-all.
"""
_validateInstanceAccess(instanceId, context)
wsInterface = _getWorkspaceInterface(context, instanceId)
userId = str(context.user.id)
nodes = body.get("expandedNodes")
if not isinstance(nodes, list):
raise HTTPException(status_code=400, detail=routeApiMsg("expandedNodes must be a list"))
cleaned = [str(n) for n in nodes if isinstance(n, (str, int))]
existing = wsInterface.getWorkspaceUserSettings(userId)
existingMap: Dict[str, List[str]] = (existing.uiTreeExpansion if existing else {}) or {}
existingMap = dict(existingMap)
existingMap[scope] = cleaned
data = {
"userId": userId,
"mandateId": str(context.mandateId) if context.mandateId else "",
"featureInstanceId": instanceId,
"uiTreeExpansion": existingMap,
}
wsInterface.saveWorkspaceUserSettings(data)
return JSONResponse({"expandedNodes": cleaned})
# =========================================================================
# RAG / Knowledge — anonymised instance statistics (presentation / KPIs)

18
modules/interfaces/interfaceDbBilling.py
View file

@ -1659,7 +1659,7 @@ class BillingObjects:
try:
appInterface = getAppInterface(self.currentUser)
appInterface.db._ensure_connection()
with appInterface.db.connection.cursor() as cur:
with appInterface.db.borrowCursor() as cur:
if appInterface.db._ensureTableExists(UserInDB):
cur.execute(
'SELECT "id" FROM "UserInDB" WHERE '
@ -1780,7 +1780,7 @@ class BillingObjects:
try:
self.db._ensure_connection()
with self.db.connection.cursor() as cur:
with self.db.borrowCursor() as cur:
countSql = f'SELECT COUNT(*) FROM "{table}"{whereClause}'
cur.execute(countSql, whereValues)
totalItems = cur.fetchone()["count"]
@ -1797,10 +1797,7 @@ class BillingObjects:
except Exception as e:
logger.error(f"_searchTransactionsPaginated SQL error: {e}", exc_info=True)
try:
self.db.connection.rollback()
except Exception:
pass
# Rollback is handled by `borrowCursor()` context manager on exit.
return {"items": [], "totalItems": 0, "totalPages": 0}
def _buildScopeFilter(
@ -1872,7 +1869,7 @@ class BillingObjects:
result: Dict[str, Any] = {}
with self.db.connection.cursor() as cur:
with self.db.borrowCursor() as cur:
# 1) Totals
cur.execute(
f'SELECT COALESCE(SUM("amount"), 0) AS total, COUNT(*) AS cnt FROM "{table}"{whereClause}',
@ -1947,17 +1944,12 @@ class BillingObjects:
})
result["timeSeries"] = timeSeries
self.db.connection.commit()
# Commit/rollback are handled by `borrowCursor()` context manager.
result["_allAccounts"] = allAccounts
return result
except Exception as e:
logger.error(f"Error in getTransactionStatisticsAggregated: {e}", exc_info=True)
try:
self.db.connection.rollback()
except Exception:
pass
return self._emptyStats()
@staticmethod

16
modules/interfaces/interfaceDbKnowledge.py
View file

@ -228,6 +228,22 @@ class KnowledgeObjects:
"""Get all ContentChunks for a file."""
return self.db.getRecordset(ContentChunk, recordFilter={"fileId": fileId})
def countChunksByFileIds(self, fileIds: List[str]) -> Dict[str, int]:
"""Return a {fileId: chunkCount} mapping for the given file IDs.
One aggregate query instead of N round trips. Used by RAG inventory
to display real chunk counts per DataSource without loading the
embedding vectors. Missing file IDs map to 0 in the caller's logic.
"""
if not fileIds:
return {}
if not self.db._ensureTableExists(ContentChunk):
return {}
sql = 'SELECT "fileId", COUNT(*) AS cnt FROM "ContentChunk" WHERE "fileId" = ANY(%s) GROUP BY "fileId"'
with self.db.borrowCursor() as cursor:
cursor.execute(sql, (list(fileIds),))
return {row["fileId"]: int(row["cnt"]) for row in cursor.fetchall()}
def deleteContentChunks(self, fileId: str) -> int:
"""Delete all ContentChunks for a file. Returns count of deleted chunks."""
chunks = self.db.getRecordset(ContentChunk, recordFilter={"fileId": fileId})

32
modules/interfaces/interfaceDbManagement.py
View file

@ -1221,22 +1221,17 @@ class ComponentObjects:
for item in fileRows
]
# Single transaction: delete FileData, FileItem, then FileFolder (children first)
self.db._ensure_connection()
try:
with self.db.connection.cursor() as cursor:
if fileIds:
cursor.execute('DELETE FROM "FileData" WHERE "id" = ANY(%s)', (fileIds,))
cursor.execute('DELETE FROM "FileItem" WHERE "id" = ANY(%s)', (fileIds,))
orderedIds = list(folderIds)
orderedIds.remove(folderId)
orderedIds.append(folderId)
if orderedIds:
cursor.execute('DELETE FROM "FileFolder" WHERE "id" = ANY(%s)', (orderedIds,))
self.db.connection.commit()
except Exception:
self.db.connection.rollback()
raise
# Single transaction: delete FileData, FileItem, then FileFolder (children first).
# Commit/rollback are handled by `borrowCursor()` on exit.
with self.db.borrowCursor() as cursor:
if fileIds:
cursor.execute('DELETE FROM "FileData" WHERE "id" = ANY(%s)', (fileIds,))
cursor.execute('DELETE FROM "FileItem" WHERE "id" = ANY(%s)', (fileIds,))
orderedIds = list(folderIds)
orderedIds.remove(folderId)
orderedIds.append(folderId)
if orderedIds:
cursor.execute('DELETE FROM "FileFolder" WHERE "id" = ANY(%s)', (orderedIds,))
return {"deletedFolders": len(folderIds), "deletedFiles": len(fileIds)}
@ -1507,7 +1502,7 @@ class ComponentObjects:
try:
self.db._ensure_connection()
with self.db.connection.cursor() as cursor:
with self.db.borrowCursor() as cursor:
cursor.execute(
'SELECT "id", "sysCreatedBy" FROM "FileItem" WHERE "id" = ANY(%s)',
(uniqueIds,),
@ -1526,11 +1521,10 @@ class ComponentObjects:
cursor.execute('DELETE FROM "FileItem" WHERE "id" = ANY(%s)', (accessibleIds,))
deletedFiles = cursor.rowcount
self.db.connection.commit()
# Commit/rollback are handled by `borrowCursor()` context manager.
return {"deletedFiles": deletedFiles}
except Exception as e:
logger.error(f"Error deleting files in batch: {e}")
self.db.connection.rollback()
raise FileDeletionError(f"Error deleting files in batch: {str(e)}")
def _ensureFeatureInstanceGroup(self, featureInstanceId: str, contextKey: str = "files/list") -> Optional[str]:

12
modules/interfaces/interfaceRbac.py
View file

@ -374,7 +374,7 @@ def getRecordsetWithRBAC(
query = f'SELECT * FROM "{table}"{whereClause}{orderByClause}{limitClause}'
with connector.connection.cursor() as cursor:
with connector.borrowCursor() as cursor:
cursor.execute(query, whereValues)
records = [dict(row) for row in cursor.fetchall()]
@ -561,7 +561,7 @@ def getRecordsetPaginatedWithRBAC(
offset = (pagination.page - 1) * pagination.pageSize
limitClause = f" LIMIT {pagination.pageSize} OFFSET {offset}"
with connector.connection.cursor() as cursor:
with connector.borrowCursor() as cursor:
countSql = f'SELECT COUNT(*) FROM "{table}"{whereClause}'
cursor.execute(countSql, countValues)
totalItems = cursor.fetchone()["count"]
@ -709,7 +709,7 @@ def getDistinctColumnValuesWithRBAC(
sql = f'SELECT DISTINCT "{column}"::TEXT AS val FROM "{table}"{nonNullWhere} ORDER BY val'
with connector.connection.cursor() as cursor:
with connector.borrowCursor() as cursor:
cursor.execute(sql, whereValues)
result = [row["val"] for row in cursor.fetchall()]
@ -719,7 +719,7 @@ def getDistinctColumnValuesWithRBAC(
emptySql = f'SELECT 1 FROM "{table}"{whereClause} AND {emptyCond} LIMIT 1'
else:
emptySql = f'SELECT 1 FROM "{table}" WHERE {emptyCond} LIMIT 1'
with connector.connection.cursor() as cursor:
with connector.borrowCursor() as cursor:
cursor.execute(emptySql, whereValues)
if cursor.fetchone():
result.append(None)
@ -967,7 +967,7 @@ def buildRbacWhereClause(
# Multi-Tenant Design: Users do NOT have mandateId - they are linked via UserMandate
if table == "UserInDB":
try:
with connector.connection.cursor() as cursor:
with connector.borrowCursor() as cursor:
# Get all user IDs that are members of the current mandate
cursor.execute(
'SELECT "userId" FROM "UserMandate" WHERE "mandateId" = %s AND "enabled" = true',
@ -994,7 +994,7 @@ def buildRbacWhereClause(
# For UserConnection: Filter via UserMandate junction table
elif table == "UserConnection":
try:
with connector.connection.cursor() as cursor:
with connector.borrowCursor() as cursor:
# Get all user IDs that are members of the current mandate
cursor.execute(
'SELECT "userId" FROM "UserMandate" WHERE "mandateId" = %s AND "enabled" = true',

14
modules/routes/routeAdminDemoConfig.py
View file

@ -68,9 +68,19 @@ def removeDemoConfig(
request: Request,
currentUser: User = Depends(requirePlatformAdmin),
) -> dict:
"""Remove all data created by a demo configuration."""
"""Remove all data created by a demo configuration.
Requires X-Confirm-Destructive: true header as safety guard.
"""
from modules.demoConfigs import getDemoConfigByCode
confirmHeader = request.headers.get("X-Confirm-Destructive", "").lower()
if confirmHeader != "true":
raise HTTPException(
status_code=status.HTTP_400_BAD_REQUEST,
detail="Destructive operation requires header X-Confirm-Destructive: true",
)
config = getDemoConfigByCode(code)
if not config:
raise HTTPException(
@ -79,7 +89,7 @@ def removeDemoConfig(
)
db = getRootDbAppConnector()
logger.info(f"Removing demo config '{code}' (user: {currentUser.username})")
logger.info(f"Removing demo config '{code}' (user: {currentUser.username}, confirmed)")
summary = config.remove(db)
logger.info(f"Demo config '{code}' removed: {summary}")

7
modules/routes/routeDataConnections.py
View file

@ -778,7 +778,12 @@ async def _updateKnowledgeConsent(
cancelled = cancelJobsByConnection(connectionId)
else:
from modules.datamodels.datamodelDataSource import DataSource
dataSources = rootIf.db.getRecordset(DataSource, recordFilter={"connectionId": connectionId, "ragIndexEnabled": True})
from modules.serviceCenter.services.serviceKnowledge._inheritFlags import getEffectiveFlag
allConnDs = rootIf.db.getRecordset(DataSource, recordFilter={"connectionId": connectionId})
dataSources = [
ds for ds in (allConnDs or [])
if getEffectiveFlag(ds, "ragIndexEnabled", allConnDs, mode="walk") is True
]
if dataSources:
from modules.serviceCenter.services.serviceBackgroundJobs import startJob
authority = connection.authority.value if hasattr(connection.authority, "value") else str(connection.authority or "")

261
modules/routes/routeDataFiles.py
View file

@ -211,7 +211,7 @@ async def _autoIndexFile(fileId: str, fileName: str, mimeType: str, user, *, man
from modules.serviceCenter.services.serviceKnowledge.mainServiceKnowledge import IngestionJob
await knowledgeService.requestIngestion(
handle = await knowledgeService.requestIngestion(
IngestionJob(
sourceKind="file",
sourceId=fileId,
@ -229,7 +229,10 @@ async def _autoIndexFile(fileId: str, fileName: str, mimeType: str, user, *, man
# Re-acquire interface after await to avoid stale user context from the singleton
mgmtInterface = interfaceDbManagement.getInterface(user)
mgmtInterface.updateFile(fileId, {"status": "active"})
logger.info(f"Auto-index complete for file {fileId} ({fileName})")
if handle.status == "failed":
logger.warning(f"Auto-index ingestion failed for file {fileId} ({fileName}): {handle.error}")
else:
logger.info(f"Auto-index complete for file {fileId} ({fileName})")
except Exception as e:
logger.error(f"Auto-index failed for file {fileId}: {e}", exc_info=True)
@ -256,6 +259,24 @@ router = APIRouter(
)
def _getInterfaceForOwnedItem(currentUser: User, context, itemId: str, modelClass) -> Any:
"""Create a management interface scoped to the item's own context.
Looks up the item by ID (unscoped) to resolve its mandateId/featureInstanceId,
then creates the interface with THAT context. This ensures toggle operations
work regardless of which page the user is on."""
unscoped = interfaceDbManagement.getInterface(currentUser)
record = unscoped.db.getRecord(modelClass, itemId)
if not record:
raise interfaceDbManagement.FileNotFoundError(f"Item {itemId} not found")
itemMandateId = record.get("mandateId") if isinstance(record, dict) else getattr(record, "mandateId", None)
itemInstanceId = record.get("featureInstanceId") if isinstance(record, dict) else getattr(record, "featureInstanceId", None)
return interfaceDbManagement.getInterface(
currentUser,
mandateId=str(itemMandateId) if itemMandateId else None,
featureInstanceId=str(itemInstanceId) if itemInstanceId else None,
)
@router.get("/folders/tree")
@limiter.limit("120/minute")
def get_folder_tree(
@ -272,10 +293,12 @@ def get_folder_tree(
)
o = (owner or "me").strip().lower()
if o == "me":
return managementInterface.getOwnFolderTree()
if o == "shared":
return managementInterface.getSharedFolderTree()
raise HTTPException(status_code=400, detail="owner must be 'me' or 'shared'")
folders = managementInterface.getOwnFolderTree()
elif o == "shared":
folders = managementInterface.getSharedFolderTree()
else:
raise HTTPException(status_code=400, detail="owner must be 'me' or 'shared'")
return folders
except HTTPException:
raise
except Exception as e:
@ -283,6 +306,185 @@ def get_folder_tree(
raise HTTPException(status_code=500, detail=str(e))
@router.post("/attributes")
@limiter.limit("120/minute")
def getAttributesForIds(
request: Request,
body: Dict[str, Any] = Body(...),
currentUser: User = Depends(getCurrentUser),
context: RequestContext = Depends(getRequestContext),
):
"""Return current attribute values (neutralize, scope, ragIndexEnabled) for
a list of node IDs. For folder IDs, computes 'mixed' by checking direct
children. The frontend sends this after every toggle to refresh visible
nodes without reloading the tree structure."""
ids = body.get("ids", [])
if not isinstance(ids, list) or len(ids) == 0:
return {}
if len(ids) > 500:
raise HTTPException(status_code=400, detail="Max 500 IDs per request")
try:
managementInterface = interfaceDbManagement.getInterface(
currentUser,
mandateId=str(context.mandateId) if context.mandateId else None,
featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None,
)
db = managementInterface.db
userId = str(currentUser.id)
allFolders = db.getRecordset(FileFolder, recordFilter={"sysCreatedBy": userId}) or []
allFiles = db.getRecordset(FileItem, recordFilter={"sysCreatedBy": userId}) or []
folderById = {f["id"]: f for f in allFolders}
fileById = {f["id"]: f for f in allFiles}
logger.info(
"getAttributesForIds: %d ids requested, %d folders found, %d files found",
len(ids), len(allFolders), len(allFiles),
)
result: Dict[str, Dict[str, Any]] = {}
for nodeId in ids:
if nodeId.startswith("__filesRoot:"):
attrs = _computeSyntheticRootAttrs(allFolders, allFiles)
result[nodeId] = attrs
elif nodeId in folderById:
folder = folderById[nodeId]
attrs = _computeFolderAttrs(folder, allFolders, allFiles)
result[nodeId] = attrs
elif nodeId in fileById:
f = fileById[nodeId]
result[nodeId] = {
"neutralize": bool(f.get("neutralize", False)),
"scope": f.get("scope", "personal"),
}
else:
logger.debug("getAttributesForIds: unknown id=%s", nodeId)
logger.info("getAttributesForIds: returning %d entries", len(result))
return result
except HTTPException:
raise
except Exception as e:
logger.error(f"getAttributesForIds error: {e}")
raise HTTPException(status_code=500, detail=str(e))
def _computeFolderAttrs(
folder: Dict[str, Any],
allFolders: List[Dict[str, Any]],
allFiles: List[Dict[str, Any]],
) -> Dict[str, Any]:
"""Compute attributes for a folder. Recursively checks the entire subtree:
if ANY descendant at any depth has a different value, the folder shows 'mixed'.
This propagates up through all ancestor levels."""
fid = folder["id"]
neutralizeResult = _effectiveNeutralize(fid, allFolders, allFiles)
scopeResult = _effectiveScope(fid, allFolders, allFiles)
return {"neutralize": neutralizeResult, "scope": scopeResult}
def _effectiveNeutralize(
folderId: str,
allFolders: List[Dict[str, Any]],
allFiles: List[Dict[str, Any]],
) -> Any:
"""Recursively compute effective neutralize for a folder.
Returns 'mixed' if any descendants diverge, otherwise the folder's own value."""
childFolders = [f for f in allFolders if f.get("parentId") == folderId]
childFiles = [f for f in allFiles if f.get("folderId") == folderId]
if not childFolders and not childFiles:
folder = next((f for f in allFolders if f["id"] == folderId), None)
return bool(folder.get("neutralize", False)) if folder else False
childVals = set()
for cf in childFolders:
effective = _effectiveNeutralize(cf["id"], allFolders, allFiles)
if effective == "mixed":
return "mixed"
childVals.add(effective)
for cf in childFiles:
childVals.add(bool(cf.get("neutralize", False)))
if len(childVals) > 1:
return "mixed"
if not childVals:
folder = next((f for f in allFolders if f["id"] == folderId), None)
return bool(folder.get("neutralize", False)) if folder else False
return childVals.pop()
def _effectiveScope(
folderId: str,
allFolders: List[Dict[str, Any]],
allFiles: List[Dict[str, Any]],
) -> Any:
"""Recursively compute effective scope for a folder.
Returns 'mixed' if any descendants diverge, otherwise the folder's own value."""
childFolders = [f for f in allFolders if f.get("parentId") == folderId]
childFiles = [f for f in allFiles if f.get("folderId") == folderId]
if not childFolders and not childFiles:
folder = next((f for f in allFolders if f["id"] == folderId), None)
return folder.get("scope", "personal") if folder else "personal"
childVals = set()
for cf in childFolders:
effective = _effectiveScope(cf["id"], allFolders, allFiles)
if effective == "mixed":
return "mixed"
childVals.add(effective)
for cf in childFiles:
childVals.add(cf.get("scope", "personal"))
if len(childVals) > 1:
return "mixed"
if not childVals:
folder = next((f for f in allFolders if f["id"] == folderId), None)
return folder.get("scope", "personal") if folder else "personal"
return childVals.pop()
def _computeSyntheticRootAttrs(
allFolders: List[Dict[str, Any]],
allFiles: List[Dict[str, Any]],
) -> Dict[str, Any]:
"""Compute attributes for the synthetic root by recursively checking the
entire tree. If ANY item at any depth diverges, root shows 'mixed'."""
topFolders = [f for f in allFolders if not f.get("parentId")]
topFiles = [f for f in allFiles if not f.get("folderId")]
neutralizeVals = set()
scopeVals = set()
for cf in topFolders:
nEff = _effectiveNeutralize(cf["id"], allFolders, allFiles)
if nEff == "mixed":
neutralizeVals.add(True)
neutralizeVals.add(False)
else:
neutralizeVals.add(nEff)
sEff = _effectiveScope(cf["id"], allFolders, allFiles)
if sEff == "mixed":
scopeVals.add("__mixed_a__")
scopeVals.add("__mixed_b__")
else:
scopeVals.add(sEff)
for cf in topFiles:
neutralizeVals.add(bool(cf.get("neutralize", False)))
scopeVals.add(cf.get("scope", "personal"))
if not neutralizeVals and not scopeVals:
return {"neutralize": False, "scope": "personal"}
return {
"neutralize": "mixed" if len(neutralizeVals) > 1 else (neutralizeVals.pop() if neutralizeVals else False),
"scope": "mixed" if len(scopeVals) > 1 else (scopeVals.pop() if scopeVals else "personal"),
}
@router.post("/folders", status_code=status.HTTP_201_CREATED)
@limiter.limit("30/minute")
def create_folder(
@ -353,7 +555,12 @@ def move_folder(
context: RequestContext = Depends(getRequestContext),
):
try:
# FE may send `parentId` or `targetParentId`. Accept both so the
# FormGeneratorTree generic `provider.moveNodes(targetParentId)` API
# remains consistent with the file-move (PUT /api/files/{id}) shape.
newParentId = body.get("parentId")
if newParentId is None:
newParentId = body.get("targetParentId")
managementInterface = interfaceDbManagement.getInterface(
currentUser,
mandateId=str(context.mandateId) if context.mandateId else None,
@ -414,11 +621,7 @@ def patch_folder_scope(
if not scope:
raise HTTPException(status_code=400, detail="scope is required")
cascadeToFiles = body.get("cascadeChildren", body.get("cascadeToFiles", False))
managementInterface = interfaceDbManagement.getInterface(
currentUser,
mandateId=str(context.mandateId) if context.mandateId else None,
featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None,
)
managementInterface = _getInterfaceForOwnedItem(currentUser, context, folderId, FileFolder)
return managementInterface.patchFolderScope(folderId, scope, cascadeToFiles)
except ValueError as e:
raise HTTPException(status_code=400, detail=str(e))
@ -446,11 +649,7 @@ def patch_folder_neutralize(
neutralize = body.get("neutralize")
if neutralize is None:
raise HTTPException(status_code=400, detail="neutralize is required")
managementInterface = interfaceDbManagement.getInterface(
currentUser,
mandateId=str(context.mandateId) if context.mandateId else None,
featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None,
)
managementInterface = _getInterfaceForOwnedItem(currentUser, context, folderId, FileFolder)
return managementInterface.patchFolderNeutralize(folderId, bool(neutralize))
except PermissionError as e:
raise HTTPException(status_code=403, detail=str(e))
@ -1031,11 +1230,7 @@ def updateFileScope(
if scope == "global" and not context.isSysAdmin:
raise HTTPException(status_code=403, detail=routeApiMsg("Only sysadmins can set global scope"))
managementInterface = interfaceDbManagement.getInterface(
context.user,
mandateId=str(context.mandateId) if context.mandateId else None,
featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None,
)
managementInterface = _getInterfaceForOwnedItem(context.user, context, fileId, FileItem)
managementInterface.updateFile(fileId, {"scope": scope})
@ -1093,11 +1288,7 @@ def updateFileNeutralize(
fails the file simply has no index — no un-neutralized data can leak.
"""
try:
managementInterface = interfaceDbManagement.getInterface(
context.user,
mandateId=str(context.mandateId) if context.mandateId else None,
featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None,
)
managementInterface = _getInterfaceForOwnedItem(context.user, context, fileId, FileItem)
managementInterface.updateFile(fileId, {"neutralize": neutralize})
@ -1212,7 +1403,8 @@ def update_file(
request: Request,
fileId: str = Path(..., description="ID of the file to update"),
file_info: Dict[str, Any] = Body(...),
currentUser: User = Depends(getCurrentUser)
currentUser: User = Depends(getCurrentUser),
context: RequestContext = Depends(getRequestContext),
) -> FileItem:
"""Update file info"""
try:
@ -1221,7 +1413,11 @@ def update_file(
if not safeData:
raise HTTPException(status_code=400, detail=routeApiMsg("No editable fields provided"))
managementInterface = interfaceDbManagement.getInterface(currentUser)
managementInterface = interfaceDbManagement.getInterface(
currentUser,
mandateId=str(context.mandateId) if context.mandateId else None,
featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None,
)
file = managementInterface.getFile(fileId)
if not file:
@ -1267,10 +1463,15 @@ def update_file(
def delete_file(
request: Request,
fileId: str = Path(..., description="ID of the file to delete"),
currentUser: User = Depends(getCurrentUser)
currentUser: User = Depends(getCurrentUser),
context: RequestContext = Depends(getRequestContext),
) -> Dict[str, Any]:
"""Delete a file"""
managementInterface = interfaceDbManagement.getInterface(currentUser)
managementInterface = interfaceDbManagement.getInterface(
currentUser,
mandateId=str(context.mandateId) if context.mandateId else None,
featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None,
)
# Check if the file exists
existingFile = managementInterface.getFile(fileId)

403
modules/routes/routeDataSources.py
View file

@ -9,11 +9,83 @@ from fastapi import APIRouter, HTTPException, Depends, Path, Request, Body
from modules.auth import limiter, getRequestContext, RequestContext
from modules.datamodels.datamodelDataSource import DataSource
from modules.datamodels.datamodelFeatureDataSource import FeatureDataSource
from modules.datamodels.datamodelUam import UserConnection
from modules.shared.i18nRegistry import apiRouteContext
routeApiMsg = apiRouteContext("routeDataSources")
logger = logging.getLogger(__name__)
def _ensureConnectionKnowledgeFlag(rootIf, connectionId: str) -> None:
"""Forward-only sync: if a DataSource gets RAG-activated, ensure the parent
UserConnection.knowledgeIngestionEnabled is true.
Intentionally NOT bidirectional: disabling the last DataSource does NOT
auto-clear knowledgeIngestionEnabled, because the consent flag may have
been set explicitly via the Connections page / wizard even before any
DataSource exists. Only the master switch (`/knowledge-consent`) may
clear it.
"""
if not connectionId:
return
try:
currentConn = rootIf.db.getRecord(UserConnection, connectionId)
if not currentConn:
return
if bool(currentConn.get("knowledgeIngestionEnabled")):
return
rootIf.db.recordModify(UserConnection, connectionId, {"knowledgeIngestionEnabled": True})
logger.info(
"Auto-enabled knowledgeIngestionEnabled on UserConnection %s "
"(triggered by first active DataSource).",
connectionId,
)
except Exception as e:
logger.warning("Could not auto-enable knowledgeIngestionEnabled for connection %s: %s", connectionId, e)
def _computeOwnEffective(rootIf, rec, model, sourceId: str, flag: str) -> Any:
"""Re-load the record after modification and compute its aggregate effective value."""
from modules.serviceCenter.services.serviceKnowledge._inheritFlags import (
getEffectiveFlag, getEffectiveFlagFds,
)
freshRec = rootIf.db.getRecord(model, sourceId)
if not freshRec:
return None
if model is DataSource:
connectionId = freshRec.get("connectionId", "")
allDs = rootIf.db.getRecordset(DataSource, recordFilter={"connectionId": connectionId})
return getEffectiveFlag(freshRec, flag, allDs, mode="aggregate")
else:
wsId = freshRec.get("workspaceInstanceId", "")
allFds = rootIf.db.getRecordset(FeatureDataSource, recordFilter={"workspaceInstanceId": wsId})
return getEffectiveFlagFds(freshRec, flag, allFds, mode="aggregate")
def _computeAncestorEffectives(rootIf, rec, model, flag: str) -> List[Dict[str, Any]]:
"""Compute the aggregate effective value for all ancestors of `rec`."""
from modules.serviceCenter.services.serviceKnowledge._inheritFlags import (
collectAncestorChain, collectAncestorChainFds,
getEffectiveFlag, getEffectiveFlagFds,
)
effectiveKey = f"effective{flag[0].upper()}{flag[1:]}"
if model is DataSource:
connectionId = rec.get("connectionId", "")
allDs = rootIf.db.getRecordset(DataSource, recordFilter={"connectionId": connectionId})
ancestors = collectAncestorChain(rec, allDs)
return [
{"id": a.get("id") or getattr(a, "id", ""), effectiveKey: getEffectiveFlag(a, flag, allDs, mode="aggregate")}
for a in ancestors
]
else:
wsId = rec.get("workspaceInstanceId", "")
allFds = rootIf.db.getRecordset(FeatureDataSource, recordFilter={"workspaceInstanceId": wsId})
ancestors = collectAncestorChainFds(rec, allFds)
return [
{"id": a.get("id") or getattr(a, "id", ""), effectiveKey: getEffectiveFlagFds(a, flag, allFds, mode="aggregate")}
for a in ancestors
]
router = APIRouter(
prefix="/api/datasources",
tags=["Data Sources"],
@ -45,26 +117,58 @@ def _findSourceRecord(db, sourceId: str):
def _updateDataSourceScope(
request: Request,
sourceId: str = Path(..., description="ID of the DataSource or FeatureDataSource"),
scope: str = Body(..., embed=True),
scope: Optional[str] = Body(None, embed=True),
context: RequestContext = Depends(getRequestContext),
) -> Dict[str, Any]:
"""Update the scope of a DataSource or FeatureDataSource. Global scope requires sysAdmin."""
if scope not in _VALID_SCOPES:
raise HTTPException(status_code=400, detail=f"Invalid scope: {scope}. Must be one of {_VALID_SCOPES}")
"""Update the scope of a DataSource. Cascade-resets explicit descendants.
if scope == "global" and not context.isSysAdmin:
raise HTTPException(status_code=403, detail=routeApiMsg("Only sysadmins can set global scope"))
`scope=None` resets this node to inherit (no cascade). Global scope
requires sysAdmin.
"""
if scope is not None:
if scope not in _VALID_SCOPES:
raise HTTPException(status_code=400, detail=f"Invalid scope: {scope}. Must be one of {_VALID_SCOPES}")
if scope == "global" and not context.isSysAdmin:
raise HTTPException(status_code=403, detail=routeApiMsg("Only sysadmins can set global scope"))
try:
from modules.interfaces.interfaceDbApp import getRootInterface
from modules.serviceCenter.services.serviceKnowledge._inheritFlags import (
cascadeResetDescendants, cascadeResetDescendantsFds,
getEffectiveFlag, getEffectiveFlagFds,
collectAncestorChain, collectAncestorChainFds,
)
rootIf = getRootInterface()
rec, model = _findSourceRecord(rootIf.db, sourceId)
if not rec:
raise HTTPException(status_code=404, detail=f"DataSource {sourceId} not found")
# 1. Cascade reset descendants bottom-up (before modifying master)
resetIds: List[str] = []
if scope is not None:
if model is DataSource:
resetIds = cascadeResetDescendants(rootIf, rec, "scope")
else:
resetIds = cascadeResetDescendantsFds(rootIf, rec, "scope")
# 2. Set master value last (crash-safe)
rootIf.db.recordModify(model, sourceId, {"scope": scope})
logger.info("Updated scope=%s for %s %s", scope, model.__name__, sourceId)
return {"sourceId": sourceId, "scope": scope, "updated": True}
# 3. Compute effective + ancestor chain for response
updatedAncestors = _computeAncestorEffectives(rootIf, rec, model, "scope")
effectiveScope = _computeOwnEffective(rootIf, rec, model, sourceId, "scope")
logger.info(
"Updated scope=%s for %s %s (cascade-reset %d descendants)",
scope, model.__name__, sourceId, len(resetIds),
)
return {
"sourceId": sourceId,
"scope": scope,
"effectiveScope": effectiveScope,
"resetDescendantIds": resetIds,
"updatedAncestors": updatedAncestors,
}
except HTTPException:
raise
except Exception as e:
@ -77,20 +181,49 @@ def _updateDataSourceScope(
def _updateDataSourceNeutralize(
request: Request,
sourceId: str = Path(..., description="ID of the DataSource or FeatureDataSource"),
neutralize: bool = Body(..., embed=True),
neutralize: Optional[bool] = Body(None, embed=True),
context: RequestContext = Depends(getRequestContext),
) -> Dict[str, Any]:
"""Toggle the neutralization flag on a DataSource or FeatureDataSource."""
"""Set neutralize flag on a DataSource. Cascade-resets explicit descendants.
`neutralize=None` resets this node to inherit (no cascade).
"""
try:
from modules.interfaces.interfaceDbApp import getRootInterface
from modules.serviceCenter.services.serviceKnowledge._inheritFlags import (
cascadeResetDescendants, cascadeResetDescendantsFds,
)
rootIf = getRootInterface()
rec, model = _findSourceRecord(rootIf.db, sourceId)
if not rec:
raise HTTPException(status_code=404, detail=f"DataSource {sourceId} not found")
# 1. Cascade reset descendants bottom-up (before modifying master)
resetIds: List[str] = []
if neutralize is not None:
if model is DataSource:
resetIds = cascadeResetDescendants(rootIf, rec, "neutralize")
else:
resetIds = cascadeResetDescendantsFds(rootIf, rec, "neutralize")
# 2. Set master value last (crash-safe)
rootIf.db.recordModify(model, sourceId, {"neutralize": neutralize})
logger.info("Updated neutralize=%s for %s %s", neutralize, model.__name__, sourceId)
return {"sourceId": sourceId, "neutralize": neutralize, "updated": True}
# 3. Compute effective + ancestor chain for response
updatedAncestors = _computeAncestorEffectives(rootIf, rec, model, "neutralize")
effectiveNeutralize = _computeOwnEffective(rootIf, rec, model, sourceId, "neutralize")
logger.info(
"Updated neutralize=%s for %s %s (cascade-reset %d descendants)",
neutralize, model.__name__, sourceId, len(resetIds),
)
return {
"sourceId": sourceId,
"neutralize": neutralize,
"effectiveNeutralize": effectiveNeutralize,
"resetDescendantIds": resetIds,
"updatedAncestors": updatedAncestors,
}
except HTTPException:
raise
except Exception as e:
@ -132,47 +265,67 @@ def _updateNeutralizeFields(
async def _updateDataSourceRagIndex(
request: Request,
sourceId: str = Path(..., description="ID of the DataSource"),
ragIndexEnabled: bool = Body(..., embed=True),
ragIndexEnabled: Optional[bool] = Body(None, embed=True),
context: RequestContext = Depends(getRequestContext),
) -> Dict[str, Any]:
"""Toggle RAG indexing for a DataSource.
"""Set RAG indexing flag on a DataSource. Cascade-resets explicit descendants.
true: sets flag + enqueues mini-bootstrap for this DataSource only.
false: sets flag + synchronously purges all chunks from this DataSource.
`ragIndexEnabled=None` resets this node to inherit (no cascade, no purge,
no bootstrap — the node simply follows its ancestor chain afterwards).
`True` enqueues a mini-bootstrap. `False` synchronously purges chunks.
Must be `async def` so `await startJob(...)` registers `_runJob` in the
main event loop. Sync route → worker thread → temporary loop closes
before the task runs → job stays stuck forever.
main event loop.
"""
try:
from modules.interfaces.interfaceDbApp import getRootInterface
from modules.serviceCenter.services.serviceKnowledge._inheritFlags import (
cascadeResetDescendants, cascadeResetDescendantsFds,
)
rootIf = getRootInterface()
rec = rootIf.db.getRecord(DataSource, sourceId)
rec, model = _findSourceRecord(rootIf.db, sourceId)
if not rec:
raise HTTPException(status_code=404, detail=f"DataSource {sourceId} not found")
rootIf.db.recordModify(DataSource, sourceId, {"ragIndexEnabled": ragIndexEnabled})
logger.info("Updated ragIndexEnabled=%s for DataSource %s", ragIndexEnabled, sourceId)
# 1. Cascade reset descendants bottom-up (before modifying master)
resetIds: List[str] = []
if ragIndexEnabled is not None:
if model is DataSource:
resetIds = cascadeResetDescendants(rootIf, rec, "ragIndexEnabled")
else:
resetIds = cascadeResetDescendantsFds(rootIf, rec, "ragIndexEnabled")
if ragIndexEnabled:
from modules.serviceCenter.services.serviceBackgroundJobs import startJob
# 2. Set master value last (crash-safe)
rootIf.db.recordModify(model, sourceId, {"ragIndexEnabled": ragIndexEnabled})
logger.info(
"Updated ragIndexEnabled=%s for %s %s (cascade-reset %d descendants)",
ragIndexEnabled, model.__name__, sourceId, len(resetIds),
)
# Bootstrap / purge only for personal DataSource (file/folder-based RAG).
# FDS RAG is handled by the feature pipeline; the flag alone is enough.
if model is DataSource:
connectionId = rec.get("connectionId") or rec.get("connection_id") or ""
conn = rootIf.getUserConnectionById(connectionId) if connectionId else None
authority = ""
if conn:
authority = conn.authority.value if hasattr(conn.authority, "value") else str(conn.authority or "")
if ragIndexEnabled is True:
_ensureConnectionKnowledgeFlag(rootIf, connectionId)
from modules.serviceCenter.services.serviceBackgroundJobs import startJob
await startJob(
"connection.bootstrap",
{"connectionId": connectionId, "authority": authority.lower(), "dataSourceIds": [sourceId]},
triggeredBy=str(context.user.id),
)
else:
from modules.interfaces.interfaceDbKnowledge import getInterface as getKnowledgeInterface
purgeResult = getKnowledgeInterface(None).deleteFileContentIndexByDataSource(sourceId)
logger.info("Purged %d index rows / %d chunks for DataSource %s",
purgeResult.get("indexRows", 0), purgeResult.get("chunks", 0), sourceId)
conn = rootIf.getUserConnectionById(connectionId) if connectionId else None
authority = ""
if conn:
authority = conn.authority.value if hasattr(conn.authority, "value") else str(conn.authority or "")
await startJob(
"connection.bootstrap",
{"connectionId": connectionId, "authority": authority.lower(), "dataSourceIds": [sourceId]},
triggeredBy=str(context.user.id),
)
elif ragIndexEnabled is False:
from modules.interfaces.interfaceDbKnowledge import getInterface as getKnowledgeInterface
purgeResult = getKnowledgeInterface(None).deleteFileContentIndexByDataSource(sourceId)
logger.info("Purged %d index rows / %d chunks for DataSource %s",
purgeResult.get("indexRows", 0), purgeResult.get("chunks", 0), sourceId)
import json
from modules.shared.auditLogger import audit_logger
@ -182,12 +335,184 @@ async def _updateDataSourceRagIndex(
mandateId=context.mandateId,
category=AuditCategory.PERMISSION.value,
action="rag_index_toggled",
details=json.dumps({"sourceId": sourceId, "ragIndexEnabled": ragIndexEnabled}),
details=json.dumps({"sourceId": sourceId, "ragIndexEnabled": ragIndexEnabled, "resetDescendants": len(resetIds), "model": model.__name__}),
)
return {"sourceId": sourceId, "ragIndexEnabled": ragIndexEnabled, "updated": True}
# 3. Compute effective + ancestors for response
updatedAncestors = _computeAncestorEffectives(rootIf, rec, model, "ragIndexEnabled")
effectiveRag = _computeOwnEffective(rootIf, rec, model, sourceId, "ragIndexEnabled")
return {
"sourceId": sourceId,
"ragIndexEnabled": ragIndexEnabled,
"effectiveRagIndexEnabled": effectiveRag,
"resetDescendantIds": resetIds,
"updatedAncestors": updatedAncestors,
}
except HTTPException:
raise
except Exception as e:
logger.error("Error updating datasource ragIndexEnabled: %s", e)
raise HTTPException(status_code=500, detail=str(e))
_CLICKUP_SOURCE_TYPES = {"clickup", "clickupList", "clickupSpace", "clickupFolder"}
_ALLOWED_RAG_LIMIT_KEYS = {
"files": {"maxItems", "maxBytes", "maxFileSize", "maxDepth"},
"clickup": {"maxTasks", "maxWorkspaces", "maxListsPerWorkspace"},
}
def _kindForSource(rec: Dict[str, Any], model) -> str:
"""Map a DataSource record to a RAG-limits kind ('files' or 'clickup').
FeatureDataSource (tables, not file walkers) reports as 'files' so the
same UI/limit shape works; the limits simply won't be consumed by any
walker today but are stored for forward-compat.
"""
if model is FeatureDataSource:
return "files"
sourceType = str(rec.get("sourceType") or "").strip()
return "clickup" if sourceType in _CLICKUP_SOURCE_TYPES else "files"
def _sanitizeRagLimits(kind: str, raw: Any) -> Dict[str, int]:
"""Coerce an incoming ragLimits dict to {allowedKey: positive int}.
Unknown keys are silently dropped; non-positive or non-numeric values
are rejected with 400.
"""
if not isinstance(raw, dict):
raise HTTPException(status_code=400, detail="ragLimits must be an object")
allowed = _ALLOWED_RAG_LIMIT_KEYS.get(kind, set())
cleaned: Dict[str, int] = {}
for key, value in raw.items():
if key not in allowed:
continue
try:
intValue = int(value)
except (TypeError, ValueError):
raise HTTPException(status_code=400, detail=f"ragLimits.{key} must be an integer")
if intValue <= 0:
raise HTTPException(status_code=400, detail=f"ragLimits.{key} must be > 0")
cleaned[key] = intValue
return cleaned
@router.patch("/{sourceId}/settings")
@limiter.limit("30/minute")
def _updateDataSourceSettings(
request: Request,
sourceId: str = Path(..., description="ID of the DataSource or FeatureDataSource"),
settings: Dict[str, Any] = Body(..., embed=True),
context: RequestContext = Depends(getRequestContext),
) -> Dict[str, Any]:
"""Replace `settings` on a DataSource or FeatureDataSource (partial merge per top-level key).
Currently supports `ragLimits` only. Unknown top-level keys in the body are
rejected to avoid silently storing garbage that no consumer reads.
Owner-only for personal DataSources; mandate/feature scopes additionally
accept the mandate or workspace admins of that scope.
"""
if not isinstance(settings, dict):
raise HTTPException(status_code=400, detail="settings must be an object")
unknown = set(settings.keys()) - {"ragLimits"}
if unknown:
raise HTTPException(status_code=400, detail=f"Unknown settings keys: {sorted(unknown)}")
try:
from modules.interfaces.interfaceDbApp import getRootInterface
rootIf = getRootInterface()
rec, model = _findSourceRecord(rootIf.db, sourceId)
if not rec:
raise HTTPException(status_code=404, detail=f"DataSource {sourceId} not found")
ownerId = str(rec.get("userId") or "")
currentUserId = str(context.user.id)
if ownerId and ownerId != currentUserId and not context.isSysAdmin:
from modules.serviceCenter.services.serviceKnowledge._inheritFlags import getEffectiveFlag
if model is DataSource:
connectionId = rec.get("connectionId", "")
allDs = rootIf.db.getRecordset(DataSource, recordFilter={"connectionId": connectionId})
scope = str(getEffectiveFlag(rec, "scope", allDs, mode="walk"))
else:
from modules.datamodels.datamodelFeatureDataSource import FeatureDataSource as FDS
from modules.serviceCenter.services.serviceKnowledge._inheritFlags import getEffectiveFlagFds
wsId = rec.get("workspaceInstanceId", "")
allFds = rootIf.db.getRecordset(FDS, recordFilter={"workspaceInstanceId": wsId})
scope = str(getEffectiveFlagFds(rec, "scope", allFds, mode="walk"))
isMandateAdmin = getattr(context, "isMandateAdmin", False)
if scope == "personal" or not isMandateAdmin:
raise HTTPException(status_code=403, detail="Not allowed to modify this DataSource's settings")
kind = _kindForSource(rec, model)
currentSettings = rec.get("settings") or {}
if not isinstance(currentSettings, dict):
currentSettings = {}
newSettings = dict(currentSettings)
if "ragLimits" in settings:
cleanedLimits = _sanitizeRagLimits(kind, settings["ragLimits"])
mergedLimits = dict(currentSettings.get("ragLimits") or {})
mergedLimits.update(cleanedLimits)
newSettings["ragLimits"] = mergedLimits
rootIf.db.recordModify(model, sourceId, {"settings": newSettings})
import json
from modules.shared.auditLogger import audit_logger
from modules.datamodels.datamodelAudit import AuditCategory
audit_logger.logEvent(
userId=currentUserId,
mandateId=context.mandateId,
category=AuditCategory.PERMISSION.value,
action="datasource_settings_changed",
details=json.dumps({
"sourceId": sourceId,
"model": model.__name__,
"oldSettings": currentSettings,
"newSettings": newSettings,
}),
)
logger.info("Updated settings on %s %s by user %s", model.__name__, sourceId, currentUserId)
return {"sourceId": sourceId, "settings": newSettings, "updated": True}
except HTTPException:
raise
except Exception as e:
logger.error("Error updating datasource settings: %s", e, exc_info=True)
raise HTTPException(status_code=500, detail=str(e))
@router.get("/{sourceId}/cost-estimate")
@limiter.limit("60/minute")
def _getDataSourceCostEstimate(
request: Request,
sourceId: str = Path(..., description="ID of the DataSource or FeatureDataSource"),
context: RequestContext = Depends(getRequestContext),
) -> Dict[str, Any]:
"""Return an indicative full-sync cost estimate for the given DataSource.
Uses the current effective ragLimits (DataSource.settings.ragLimits with
fallback to centralized defaults) as the basis. Returns the same
`{estimatedTokens, estimatedUsd, basis}` shape regardless of source kind.
"""
try:
from modules.interfaces.interfaceDbApp import getRootInterface
from modules.serviceCenter.services.serviceKnowledge import _ragLimits, _costEstimate
rootIf = getRootInterface()
rec, model = _findSourceRecord(rootIf.db, sourceId)
if not rec:
raise HTTPException(status_code=404, detail=f"DataSource {sourceId} not found")
kind = _kindForSource(rec, model)
effective = _ragLimits.getRagLimits(rec, kind)
estimate = _costEstimate.estimateBootstrapCost(effective, kind=kind)
estimate["sourceId"] = sourceId
return estimate
except HTTPException:
raise
except Exception as e:
logger.error("Error computing cost estimate: %s", e, exc_info=True)
raise HTTPException(status_code=500, detail=str(e))

8
modules/routes/routeHelpers.py
View file

@ -41,7 +41,7 @@ def resolveMandateLabels(ids: List[str]) -> Dict[str, Optional[str]]:
m = mMap.get(mid)
label = (getattr(m, "label", None) or getattr(m, "name", None)) if m else None
if not label:
logger.warning("resolveMandateLabels: no label for id=%s (found=%s)", mid, m is not None)
logger.debug("resolveMandateLabels: no label for id=%s (found=%s)", mid, m is not None)
result[mid] = label or None
return result
@ -57,7 +57,7 @@ def resolveInstanceLabels(ids: List[str]) -> Dict[str, Optional[str]]:
fi = featureIface.getFeatureInstance(iid)
label = fi.label if fi and fi.label else None
if not label:
logger.warning("resolveInstanceLabels: no label for id=%s (found=%s)", iid, fi is not None)
logger.debug("resolveInstanceLabels: no label for id=%s (found=%s)", iid, fi is not None)
result[iid] = label
return result
@ -104,7 +104,7 @@ def resolveRoleLabels(ids: List[str]) -> Dict[str, Optional[str]]:
out[rid] = r.get("roleLabel") or None
for rid in ids:
if out.get(rid) is None:
logger.warning("resolveRoleLabels: no label for id=%s", rid)
logger.debug("resolveRoleLabels: no label for id=%s", rid)
return out
@ -305,7 +305,7 @@ def handleIdsMode(
sql = f'SELECT "{idField}"::TEXT AS val FROM "{table}"{where_clause} ORDER BY "{idField}"'
with db.connection.cursor() as cursor:
with db.borrowCursor() as cursor:
cursor.execute(sql, values)
return JSONResponse(content=[row["val"] for row in cursor.fetchall()])
except Exception as e:

18
modules/routes/routeJobs.py
View file

@ -21,7 +21,7 @@ from modules.serviceCenter.services.serviceBackgroundJobs import (
getJobStatus,
listJobs,
)
from modules.shared.i18nRegistry import apiRouteContext
from modules.shared.i18nRegistry import apiRouteContext, resolveJobMessage
logger = logging.getLogger(__name__)
routeApiMsg = apiRouteContext("routeJobs")
@ -34,8 +34,20 @@ router = APIRouter(
def _serialiseJob(job: Dict[str, Any]) -> Dict[str, Any]:
"""Strip system audit fields and ensure JSON-safe types."""
return {k: v for k, v in job.items() if not k.startswith("sys")}
"""Strip system audit fields, ensure JSON-safe types, translate progress.
Walkers store progress as a structured payload (``progressMessageData =
{key, params}``). The frontend never calls ``t()`` on backend-supplied
keys (i18n convention #2), so we resolve the payload here using the
request-context language and overwrite ``progressMessage`` with the
fully rendered string. Older clients keep working because they read
the same field.
"""
out = {k: v for k, v in job.items() if not k.startswith("sys")}
translated = resolveJobMessage(out.get("progressMessageData"))
if translated:
out["progressMessage"] = translated
return out
def _userHasMandateAccess(context: RequestContext, mandateId: Optional[str]) -> bool:

403
modules/routes/routeRagInventory.py
View file

@ -8,7 +8,7 @@ from typing import Any, Dict, List, Optional
from fastapi import APIRouter, HTTPException, Depends, Request
from modules.auth import limiter, getCurrentUser, getRequestContext, RequestContext
from modules.datamodels.datamodelUam import User
from modules.shared.i18nRegistry import apiRouteContext
from modules.shared.i18nRegistry import apiRouteContext, resolveJobMessage
routeApiMsg = apiRouteContext("routeRagInventory")
logger = logging.getLogger(__name__)
@ -24,9 +24,69 @@ router = APIRouter(
)
_SUB_RESULT_KEYS = ("sharepoint", "outlook", "drive", "gmail", "clickup", "kdrive")
def _flattenJobResult(result: Dict[str, Any]) -> Dict[str, Any]:
"""Bootstrap handlers nest per-service results (e.g. msft returns
`{"sharepoint": {...}, "outlook": {...}}`). The UI needs per-connection
aggregates AND the first hit limit, so we sum the counters and pick the
most informative `stoppedAtLimit` across sub-services.
Returns a flat dict with the same keys the UI expects on `lastSuccess`.
"""
subResults = [result[k] for k in _SUB_RESULT_KEYS if isinstance(result.get(k), dict)]
if not subResults:
# Single-service handler that returns flat dict directly (legacy path).
return result
indexed = sum(int(r.get("indexed") or 0) for r in subResults)
skippedDup = sum(int(r.get("skippedDuplicate") or 0) for r in subResults)
skippedPol = sum(int(r.get("skippedPolicy") or 0) for r in subResults)
failed = sum(int(r.get("failed") or 0) for r in subResults)
bytes_ = sum(int(r.get("bytesProcessed") or 0) for r in subResults)
# Parallel sub-services: wall-clock ≈ slowest one.
durationMs = max((int(r.get("durationMs") or 0) for r in subResults), default=0)
# First sub-service that hit a limit wins — UI shows one banner per
# connection; if multiple stopped, the first one is informative enough
# and the user re-runs after raising that budget.
stoppedAtLimit: Optional[str] = None
limits: Dict[str, Any] = {}
for r in subResults:
if r.get("stoppedAtLimit"):
stoppedAtLimit = r["stoppedAtLimit"]
limits = r.get("limits") or {}
break
return {
"indexed": indexed,
"skippedDuplicate": skippedDup,
"skippedPolicy": skippedPol,
"failed": failed,
"bytesProcessed": bytes_,
"durationMs": durationMs,
"stoppedAtLimit": stoppedAtLimit,
"limits": limits,
}
def _buildConnectionInventory(connections, rootIf, knowledgeIf, jobService) -> List[Dict[str, Any]]:
"""Build per-connection RAG inventory rows.
Each DataSource row exposes BOTH numbers because they mean different things:
* `fileCount` — distinct files indexed (== `FileContentIndex` rows)
* `chunkCount` — embedding-sized text fragments (== `ContentChunk` rows,
max `DEFAULT_CHUNK_TOKENS` tokens each, what the vector retrieval
actually hits)
A single PDF typically yields 1 file × 5–100 chunks; legacy UI labelled
`len(FileContentIndex)` as "chunks" which was off by 1–2 orders of
magnitude and misleading.
"""
from modules.datamodels.datamodelDataSource import DataSource
from modules.datamodels.datamodelKnowledge import FileContentIndex
from modules.serviceCenter.services.serviceKnowledge._inheritFlags import getEffectiveFlag
out = []
for conn in connections:
@ -34,19 +94,35 @@ def _buildConnectionInventory(connections, rootIf, knowledgeIf, jobService) -> L
dataSources = rootIf.db.getRecordset(DataSource, recordFilter={"connectionId": connectionId})
connIndexRows = knowledgeIf.db.getRecordset(FileContentIndex, recordFilter={"connectionId": connectionId})
connChunkTotal = len(connIndexRows)
connFileTotal = len(connIndexRows)
# Map fileId → real chunk count via 1 aggregate query (cheap even for
# connections with thousands of files; we never load the vector body).
fileIds = [
(idx.get("id") if isinstance(idx, dict) else getattr(idx, "id", ""))
for idx in connIndexRows
]
fileIds = [fid for fid in fileIds if fid]
chunkCountByFile = knowledgeIf.countChunksByFileIds(fileIds) if fileIds else {}
connChunkTotal = sum(chunkCountByFile.values())
filesByDs: Dict[str, int] = {}
chunksByDs: Dict[str, int] = {}
unassigned = 0
unassignedFiles = 0
unassignedChunks = 0
for idx in connIndexRows:
fileId = idx.get("id") if isinstance(idx, dict) else getattr(idx, "id", "")
chunkCnt = chunkCountByFile.get(fileId, 0)
struct = (idx.get("structure") if isinstance(idx, dict) else getattr(idx, "structure", None)) or {}
ingestion = struct.get("_ingestion") or {} if isinstance(struct, dict) else {}
prov = ingestion.get("provenance") or {} if isinstance(ingestion, dict) else {}
dsIdRef = prov.get("dataSourceId", "") if isinstance(prov, dict) else ""
if dsIdRef:
chunksByDs[dsIdRef] = chunksByDs.get(dsIdRef, 0) + 1
filesByDs[dsIdRef] = filesByDs.get(dsIdRef, 0) + 1
chunksByDs[dsIdRef] = chunksByDs.get(dsIdRef, 0) + chunkCnt
else:
unassigned += 1
unassignedFiles += 1
unassignedChunks += chunkCnt
seen: Dict[str, bool] = {}
dsItems = []
@ -61,24 +137,39 @@ def _buildConnectionInventory(connections, rootIf, knowledgeIf, jobService) -> L
"label": ds.get("label") if isinstance(ds, dict) else getattr(ds, "label", ""),
"path": dsPath,
"sourceType": ds.get("sourceType") if isinstance(ds, dict) else getattr(ds, "sourceType", ""),
"ragIndexEnabled": ds.get("ragIndexEnabled") if isinstance(ds, dict) else getattr(ds, "ragIndexEnabled", False),
"neutralize": ds.get("neutralize") if isinstance(ds, dict) else getattr(ds, "neutralize", False),
"ragIndexEnabled": getEffectiveFlag(ds, "ragIndexEnabled", dataSources, mode="walk"),
"neutralize": getEffectiveFlag(ds, "neutralize", dataSources, mode="walk"),
"lastIndexed": ds.get("lastIndexed") if isinstance(ds, dict) else getattr(ds, "lastIndexed", None),
"fileCount": filesByDs.get(dsId, 0),
"chunkCount": chunksByDs.get(dsId, 0),
})
if unassigned > 0 and len(dsItems) > 0:
perDs = unassigned // len(dsItems)
remainder = unassigned % len(dsItems)
# Spread orphan files (provenance lost) evenly so totals match.
if unassignedFiles > 0 and len(dsItems) > 0:
perFile = unassignedFiles // len(dsItems)
remFile = unassignedFiles % len(dsItems)
perChunk = unassignedChunks // len(dsItems)
remChunk = unassignedChunks % len(dsItems)
for i, item in enumerate(dsItems):
item["chunkCount"] += perDs + (1 if i < remainder else 0)
item["fileCount"] += perFile + (1 if i < remFile else 0)
item["chunkCount"] += perChunk + (1 if i < remChunk else 0)
# Pull a wider window than the previous 5 so the "last successful
# sync" is found even if a connection has many recent jobs queued.
jobs = jobService.listJobs(jobType="connection.bootstrap", limit=50)
connJobs = [j for j in jobs if (j.get("payload") or {}).get("connectionId") == connectionId]
runningJobs = [
{"jobId": j["id"], "progress": j.get("progress", 0), "progressMessage": j.get("progressMessage", "")}
{
"jobId": j["id"],
"progress": j.get("progress", 0),
# Server-side translate the structured walker payload into
# the request-context language; frontend renders 1:1 (no
# `t()` on backend-supplied keys).
"progressMessage": (
resolveJobMessage(j.get("progressMessageData"))
or j.get("progressMessage", "")
),
}
for j in connJobs
if j.get("status") in ("PENDING", "RUNNING")
]
@ -93,7 +184,12 @@ def _buildConnectionInventory(connections, rootIf, knowledgeIf, jobService) -> L
"finishedAt": j.get("finishedAt"),
}
elif status == "SUCCESS" and lastSuccess is None:
result = j.get("result") or {}
# Bootstrap handlers may return either a flat dict (single
# service) or a nested dict keyed by sub-service (e.g. msft
# returns {"sharepoint": {...}, "outlook": {...}}). Flatten
# so the UI always sees aggregated counters and the first
# sub-service that hit a limit.
result = _flattenJobResult(j.get("result") or {})
lastSuccess = {
"jobId": j["id"],
"finishedAt": j.get("finishedAt"),
@ -102,6 +198,12 @@ def _buildConnectionInventory(connections, rootIf, knowledgeIf, jobService) -> L
"skippedPolicy": result.get("skippedPolicy", 0),
"failed": result.get("failed", 0),
"durationMs": result.get("durationMs", 0),
# Surface limit-stop reason so the UI can warn the user
# that the index is provably incomplete (and which budget
# to raise). None means the walker finished naturally.
"stoppedAtLimit": result.get("stoppedAtLimit"),
"limits": result.get("limits") or {},
"bytesProcessed": result.get("bytesProcessed", 0),
}
if lastError and lastSuccess:
break
@ -113,6 +215,7 @@ def _buildConnectionInventory(connections, rootIf, knowledgeIf, jobService) -> L
"knowledgeIngestionEnabled": getattr(conn, "knowledgeIngestionEnabled", False),
"preferences": getattr(conn, "knowledgePreferences", None) or {},
"dataSources": dsItems,
"totalFiles": connFileTotal,
"totalChunks": connChunkTotal,
"runningJobs": runningJobs,
"lastError": lastError,
@ -121,13 +224,165 @@ def _buildConnectionInventory(connections, rootIf, knowledgeIf, jobService) -> L
return out
def _buildFeatureInstanceInventory(featureInstanceIds, rootIf, knowledgeIf) -> List[Dict[str, Any]]:
"""Build per-feature-instance RAG inventory rows.
Feature-instance data lives in FileContentIndex with a non-empty
featureInstanceId. Additionally each feature instance may have
FeatureDataSource rows that define which tables/data are visible
as sources, with their own ragIndexEnabled flags.
Includes feature.bootstrap job status (running/success/error).
"""
from modules.datamodels.datamodelKnowledge import FileContentIndex
from modules.datamodels.datamodelFeatureDataSource import FeatureDataSource
from modules.interfaces.interfaceFeatures import getFeatureInterface
from modules.serviceCenter.services.serviceKnowledge._inheritFlags import getEffectiveFlagFds
from modules.serviceCenter.services.serviceBackgroundJobs import mainBackgroundJobService as jobService
from modules.serviceCenter.services.serviceKnowledge.subFeatureBootstrap import FEATURE_BOOTSTRAP_JOB_TYPE
featureIf = getFeatureInterface(rootIf.db)
allFeatureJobs = jobService.listJobs(jobType=FEATURE_BOOTSTRAP_JOB_TYPE, limit=100)
out = []
for fiId in featureInstanceIds:
instance = featureIf.getFeatureInstance(fiId)
if not instance or not instance.enabled:
continue
indexRows = knowledgeIf.db.getRecordset(
FileContentIndex, recordFilter={"featureInstanceId": fiId}
)
fileIds = [
(r.get("id") if isinstance(r, dict) else getattr(r, "id", ""))
for r in indexRows
]
fileIds = [fid for fid in fileIds if fid]
chunkCounts = knowledgeIf.countChunksByFileIds(fileIds) if fileIds else {}
statusCounts: Dict[str, int] = {}
for r in indexRows:
st = (r.get("status") if isinstance(r, dict) else getattr(r, "status", "unknown")) or "unknown"
statusCounts[st] = statusCounts.get(st, 0) + 1
allFds = rootIf.db.getRecordset(FeatureDataSource, recordFilter={"workspaceInstanceId": fiId})
dsItems = []
anyRagEnabled = False
for fds in allFds:
tblName = (fds.get("tableName") if isinstance(fds, dict) else getattr(fds, "tableName", "")) or ""
fCode = (fds.get("featureCode") if isinstance(fds, dict) else getattr(fds, "featureCode", "")) or ""
if tblName == "*" or not fCode:
continue
fdsId = fds.get("id") if isinstance(fds, dict) else getattr(fds, "id", "")
ragEnabled = getEffectiveFlagFds(fds, "ragIndexEnabled", allFds, mode="aggregate")
if ragEnabled:
anyRagEnabled = True
dsItems.append({
"id": fdsId,
"label": (fds.get("label") if isinstance(fds, dict) else getattr(fds, "label", "")) or "",
"tableName": tblName,
"featureCode": fCode,
"ragIndexEnabled": ragEnabled,
})
fiJobs = [
j for j in allFeatureJobs
if (j.get("payload") or {}).get("workspaceInstanceId") == fiId
]
runningJobs = [
{
"jobId": j["id"],
"progress": j.get("progress", 0),
"progressMessage": (
resolveJobMessage(j.get("progressMessageData"))
or j.get("progressMessage", "")
),
}
for j in fiJobs
if j.get("status") in ("PENDING", "RUNNING")
]
lastError: Optional[Dict[str, Any]] = None
lastSuccess: Optional[Dict[str, Any]] = None
for j in fiJobs:
jStatus = j.get("status")
if jStatus == "ERROR" and lastError is None:
lastError = {
"jobId": j["id"],
"errorMessage": j.get("errorMessage", ""),
"finishedAt": j.get("finishedAt"),
}
elif jStatus == "SUCCESS" and lastSuccess is None:
result = j.get("result") or {}
lastSuccess = {
"jobId": j["id"],
"finishedAt": j.get("finishedAt"),
"indexed": result.get("indexed", 0),
"skippedDuplicate": result.get("skippedDuplicate", 0),
"failed": result.get("failed", 0),
}
if lastError and lastSuccess:
break
if not indexRows and not dsItems:
continue
out.append({
"featureInstanceId": fiId,
"featureCode": instance.featureCode,
"label": instance.label or instance.featureCode,
"mandateId": str(instance.mandateId) if instance.mandateId else "",
"fileCount": len(indexRows),
"chunkCount": sum(chunkCounts.values()),
"statusCounts": statusCounts,
"dataSources": dsItems,
"ragEnabled": anyRagEnabled,
"runningJobs": runningJobs,
"lastSuccess": lastSuccess,
"lastError": lastError,
})
return out
@router.get("/my-mandates")
@limiter.limit("30/minute")
def _getMyMandates(
request: Request,
currentUser: User = Depends(getCurrentUser),
) -> List[Dict[str, Any]]:
"""Return mandates where the current user has an active membership.
Used by the RAG inventory frontend to populate the mandate dropdown
without requiring admin rights (unlike GET /api/mandates/).
"""
try:
from modules.interfaces.interfaceDbApp import getRootInterface
rootIf = getRootInterface()
userMandates = rootIf.getUserMandates(str(currentUser.id))
result = []
for um in userMandates:
if not um.enabled:
continue
mandate = rootIf.getMandate(str(um.mandateId))
if not mandate or not getattr(mandate, "enabled", True):
continue
result.append({
"id": str(um.mandateId),
"name": getattr(mandate, "name", ""),
"label": getattr(mandate, "label", None) or getattr(mandate, "name", ""),
})
return result
except Exception as e:
logger.error("Error in RAG inventory /my-mandates: %s", e, exc_info=True)
raise HTTPException(status_code=500, detail=str(e))
@router.get("/me")
@limiter.limit("30/minute")
def _getInventoryMe(
request: Request,
currentUser: User = Depends(getCurrentUser),
) -> Dict[str, Any]:
"""Personal RAG inventory: own connections + DataSources + chunk counts."""
"""Personal RAG inventory: own connections + DataSources + chunk counts + feature uploads."""
try:
from modules.interfaces.interfaceDbApp import getRootInterface
from modules.interfaces.interfaceDbKnowledge import getInterface as getKnowledgeInterface
@ -139,8 +394,22 @@ def _getInventoryMe(
items = _buildConnectionInventory(connections, rootIf, knowledgeIf, jobService)
totalChunks = sum(c.get("totalChunks", 0) for c in items)
totalFiles = sum(c.get("totalFiles", 0) for c in items)
return {"connections": items, "totals": {"chunks": totalChunks}}
featureAccesses = rootIf.getFeatureAccessesForUser(str(currentUser.id))
fiIds = [
str(fa.featureInstanceId) for fa in featureAccesses
if fa.enabled and fa.featureInstanceId
]
fiItems = _buildFeatureInstanceInventory(fiIds, rootIf, knowledgeIf)
totalFiles += sum(fi.get("fileCount", 0) for fi in fiItems)
totalChunks += sum(fi.get("chunkCount", 0) for fi in fiItems)
return {
"connections": items,
"featureInstances": fiItems,
"totals": {"files": totalFiles, "chunks": totalChunks},
}
except Exception as e:
logger.error("Error in RAG inventory /me: %s", e, exc_info=True)
raise HTTPException(status_code=500, detail=str(e))
@ -159,20 +428,43 @@ def _getInventoryMandate(
from modules.interfaces.interfaceDbApp import getRootInterface
from modules.interfaces.interfaceDbKnowledge import getInterface as getKnowledgeInterface, aggregateMandateRagTotalBytes
from modules.serviceCenter.services.serviceBackgroundJobs import mainBackgroundJobService as jobService
rootIf = getRootInterface()
knowledgeIf = getKnowledgeInterface(None)
mandateId = str(context.mandateId) if context.mandateId else ""
mandateId = str(context.mandateId)
userId = str(context.user.id)
from modules.datamodels.datamodelUam import UserConnection
allConnections = rootIf.db.getRecordset(UserConnection, recordFilter={"mandateId": mandateId})
connectionObjects = [type("C", (), row)() if isinstance(row, dict) else row for row in allConnections]
userMandates = rootIf.getUserMandates(userId)
isMember = any(
getattr(um, "mandateId", None) == mandateId and um.enabled
for um in userMandates
)
if not isMember and not context.isSysAdmin:
raise HTTPException(status_code=403, detail=routeApiMsg("No membership in this mandate"))
items = _buildConnectionInventory(connectionObjects, rootIf, knowledgeIf, jobService)
mandateMembers = rootIf.getUserMandatesByMandate(mandateId)
memberUserIds = {getattr(um, "userId", None) for um in mandateMembers}
memberUserIds.discard(None)
allConnections = []
for uid in memberUserIds:
allConnections.extend(rootIf.getUserConnections(uid))
items = _buildConnectionInventory(allConnections, rootIf, knowledgeIf, jobService)
totalChunks = sum(c.get("totalChunks", 0) for c in items)
totalFiles = sum(c.get("totalFiles", 0) for c in items)
totalBytes = aggregateMandateRagTotalBytes(mandateId)
return {"connections": items, "totals": {"chunks": totalChunks, "bytes": totalBytes}}
mandateInstances = rootIf.getFeatureInstancesByMandate(mandateId, enabledOnly=True)
fiIds = [str(inst.id) for inst in mandateInstances if inst.id]
fiItems = _buildFeatureInstanceInventory(fiIds, rootIf, knowledgeIf)
totalFiles += sum(fi.get("fileCount", 0) for fi in fiItems)
totalChunks += sum(fi.get("chunkCount", 0) for fi in fiItems)
return {
"connections": items,
"featureInstances": fiItems,
"totals": {"files": totalFiles, "chunks": totalChunks, "bytes": totalBytes},
}
except HTTPException:
raise
except Exception as e:
@ -202,8 +494,24 @@ def _getInventoryPlatform(
items = _buildConnectionInventory(connectionObjects, rootIf, knowledgeIf, jobService)
totalChunks = sum(c.get("totalChunks", 0) for c in items)
totalFiles = sum(c.get("totalFiles", 0) for c in items)
return {"connections": items, "totals": {"chunks": totalChunks}}
from modules.datamodels.datamodelFeatures import FeatureInstance
allInstances = rootIf.db.getRecordset(FeatureInstance, recordFilter={"enabled": True})
fiIds = [
(r.get("id") if isinstance(r, dict) else getattr(r, "id", ""))
for r in allInstances
]
fiIds = [fid for fid in fiIds if fid]
fiItems = _buildFeatureInstanceInventory(fiIds, rootIf, knowledgeIf)
totalFiles += sum(fi.get("fileCount", 0) for fi in fiItems)
totalChunks += sum(fi.get("chunkCount", 0) for fi in fiItems)
return {
"connections": items,
"featureInstances": fiItems,
"totals": {"files": totalFiles, "chunks": totalChunks},
}
except HTTPException:
raise
except Exception as e:
@ -240,8 +548,9 @@ async def _reindexConnection(
if str(conn.userId) != str(currentUser.id):
raise HTTPException(status_code=403, detail="Not your connection")
from modules.serviceCenter.services.serviceKnowledge._inheritFlags import getEffectiveFlag
dataSources = rootIf.db.getRecordset(DataSource, recordFilter={"connectionId": connectionId})
ragDs = [ds for ds in dataSources if (ds.get("ragIndexEnabled") if isinstance(ds, dict) else getattr(ds, "ragIndexEnabled", False))]
ragDs = [ds for ds in dataSources if getEffectiveFlag(ds, "ragIndexEnabled", dataSources, mode="walk") is True]
if not ragDs:
return {"status": "skipped", "reason": "no_rag_enabled_datasources"}
@ -263,6 +572,47 @@ async def _reindexConnection(
raise HTTPException(status_code=500, detail=str(e))
@router.post("/reindex-feature/{workspaceInstanceId}")
@limiter.limit("10/minute")
async def _reindexFeature(
request: Request,
workspaceInstanceId: str,
currentUser: User = Depends(getCurrentUser),
) -> Dict[str, Any]:
"""Re-trigger feature data bootstrap for a workspace instance.
Indexes all RAG-enabled FeatureDataSource rows into the knowledge store.
Must be ``async def`` so ``await startJob(...)`` registers in the main loop.
"""
try:
from modules.interfaces.interfaceDbApp import getRootInterface
from modules.serviceCenter.services.serviceBackgroundJobs import startJob
from modules.serviceCenter.services.serviceKnowledge.subFeatureBootstrap import FEATURE_BOOTSTRAP_JOB_TYPE
rootIf = getRootInterface()
featureAccesses = rootIf.getFeatureAccessesForUser(str(currentUser.id))
hasAccess = any(
str(fa.featureInstanceId) == workspaceInstanceId and fa.enabled
for fa in featureAccesses
)
if not hasAccess and not getattr(currentUser, "isSysAdmin", False):
raise HTTPException(status_code=403, detail="No access to this feature instance")
jobId = await startJob(
FEATURE_BOOTSTRAP_JOB_TYPE,
{"workspaceInstanceId": workspaceInstanceId},
triggeredBy=str(currentUser.id),
)
logger.info("Feature reindex triggered for workspace %s (jobId=%s)", workspaceInstanceId, jobId)
return {"status": "queued", "workspaceInstanceId": workspaceInstanceId, "jobId": jobId}
except HTTPException:
raise
except Exception as e:
logger.error("Error triggering feature reindex: %s", e, exc_info=True)
raise HTTPException(status_code=500, detail=str(e))
@router.get("/jobs")
@limiter.limit("60/minute")
def _getActiveJobs(
@ -294,7 +644,10 @@ def _getActiveJobs(
"connectionLabel": getattr(conn, "displayLabel", None) or getattr(conn, "authority", connId),
"jobType": j.get("jobType", "connection.bootstrap"),
"progress": j.get("progress", 0),
"progressMessage": j.get("progressMessage", ""),
"progressMessage": (
resolveJobMessage(j.get("progressMessageData"))
or j.get("progressMessage", "")
),
})
return active
except Exception as e:

4
modules/routes/routeWorkflowDashboard.py
View file

@ -227,7 +227,7 @@ WHERE "workflowId" = ANY(%s)
GROUP BY "workflowId"
"""
out: dict = {}
with db.connection.cursor() as cursor:
with db.borrowCursor() as cursor:
cursor.execute(sql, (workflowIds,))
for row in cursor.fetchall():
r = dict(row)
@ -480,7 +480,7 @@ def _getWorkflowsJoinedPaginated(
dataSql = f"SELECT w.*, rs.\"lastStartedAt\", rs.\"runCount\", rs.\"activeRunId\" FROM {fromSql}{whereClause}{orderClause}{limitClause}"
db._ensure_connection()
with db.connection.cursor() as cursor:
with db.borrowCursor() as cursor:
cursor.execute(countSql, countValues)
totalItems = int(cursor.fetchone()["cnt"])

16
modules/security/rbac.py
View file

@ -341,11 +341,10 @@ class RbacClass:
return []
try:
conn = self.dbApp.connection
roleIds = set()
# 1. Mandant-Rollen via UserMandate → UserMandateRole (SINGLE Query)
with conn.cursor() as cursor:
with self.dbApp.borrowCursor() as cursor:
cursor.execute(
"""
SELECT umr."roleId"
@ -357,10 +356,10 @@ class RbacClass:
)
mandateRoles = cursor.fetchall()
roleIds.update(r["roleId"] for r in mandateRoles if r.get("roleId"))
# 2. Instanz-Rollen via FeatureAccess → FeatureAccessRole (SINGLE Query)
if featureInstanceId:
with conn.cursor() as cursor:
with self.dbApp.borrowCursor() as cursor:
cursor.execute(
"""
SELECT far."roleId"
@ -372,14 +371,13 @@ class RbacClass:
)
instanceRoles = cursor.fetchall()
roleIds.update(r["roleId"] for r in instanceRoles if r.get("roleId"))
if not roleIds:
return []
# 3. BULK Query: Alle Regeln für alle Rollen + zugehörige Role-Daten
# SINGLE Query mit JOIN statt N+1
roleIdsList = list(roleIds)
with conn.cursor() as cursor:
with self.dbApp.borrowCursor() as cursor:
cursor.execute(
"""
SELECT ar.*, r."mandateId" as "roleMandateId",

7
modules/serviceCenter/services/serviceAgent/coreTools/_dataSourceTools.py
View file

@ -67,7 +67,12 @@ def _registerDataSourceTools(registry: ToolRegistry, services):
sourceType = ds.get("sourceType", "")
path = ds.get("path", "/")
label = ds.get("label", "")
neutralize = bool(ds.get("neutralize", False))
from modules.serviceCenter.services.serviceKnowledge._inheritFlags import getEffectiveFlag
from modules.datamodels.datamodelDataSource import DataSource
from modules.interfaces.interfaceDbApp import getRootInterface
rootIf = getRootInterface()
allConnDs = rootIf.db.getRecordset(DataSource, recordFilter={"connectionId": connectionId})
neutralize = bool(getEffectiveFlag(ds, "neutralize", allConnDs or [ds], mode="walk"))
service = _SOURCE_TYPE_TO_SERVICE.get(sourceType, sourceType)
if not connectionId:
raise ValueError(f"DataSource '{dsId}' has no connectionId")

21
modules/serviceCenter/services/serviceAgent/coreTools/_featureSubAgentTools.py
View file

@ -25,15 +25,14 @@ _CACHE_TTL_SECONDS = 300
def _getOrCreateFeatureDbConnector(featureDbName: str, userId: str):
"""Reuse a pooled DB connector for the given feature database."""
"""Reuse a pooled DB connector for the given feature database.
The underlying psycopg2 connections live in the central pool
(`_PoolRegistry`) and are recreated on demand if they go stale; we just
need to keep the lightweight connector wrapper around.
"""
if featureDbName in _featureDbConnPool:
conn = _featureDbConnPool[featureDbName]
try:
if conn.connection and not conn.connection.closed:
return conn
except Exception as e:
logger.warning(f"Feature DB connection check failed for {featureDbName}: {e}")
_featureDbConnPool.pop(featureDbName, None)
return _featureDbConnPool[featureDbName]
from modules.connectors.connectorDbPostgre import DatabaseConnector
from modules.shared.configuration import APP_CONFIG
@ -111,9 +110,11 @@ def _registerFeatureSubAgentTools(registry: ToolRegistry, services):
recordFilter={"featureInstanceId": featureInstanceId, "workspaceInstanceId": workspaceInstanceId},
)
from modules.serviceCenter.services.serviceKnowledge._inheritFlags import getEffectiveFlagFds
_fdsAll = featureDataSources or []
_anySourceNeutralize = any(
bool(ds.get("neutralize", False) if isinstance(ds, dict) else getattr(ds, "neutralize", False))
for ds in (featureDataSources or [])
getEffectiveFlagFds(ds, "neutralize", _fdsAll, mode="walk") is True
for ds in _fdsAll
)
neutralizeFieldsPerTable: Dict[str, List[str]] = {}

42
modules/serviceCenter/services/serviceAgent/featureDataProvider.py
View file

@ -95,8 +95,7 @@ class FeatureDataProvider:
def getActualColumns(self, tableName: str) -> List[str]:
"""Read real column names from PostgreSQL information_schema."""
try:
conn = self._db.connection
with conn.cursor() as cur:
with self._db.borrowCursor() as cur:
cur.execute(
"SELECT column_name FROM information_schema.columns "
"WHERE table_schema = 'public' AND LOWER(table_name) = LOWER(%s) "
@ -131,7 +130,6 @@ class FeatureDataProvider:
Returns ``{"rows": [...], "total": N, "limit": L, "offset": O}``.
"""
_validateTableName(tableName)
conn = self._db.connection
if fields:
invalid = [f for f in fields if not _isValidIdentifier(f)]
@ -141,7 +139,7 @@ class FeatureDataProvider:
"error": f"Invalid field name(s): {', '.join(invalid)}. Use getActualColumns to discover valid column names.",
}
scopeFilter = _buildScopeFilter(tableName, featureInstanceId, mandateId, dbConnection=conn)
scopeFilter = _buildScopeFilter(tableName, featureInstanceId, mandateId, db=self._db)
extraWhere, extraParams = _buildFilterClauses(extraFilters)
fullWhere = scopeFilter["where"]
@ -152,7 +150,7 @@ class FeatureDataProvider:
t0 = time.time()
try:
with conn.cursor() as cur:
with self._db.borrowCursor() as cur:
countSql = f'SELECT COUNT(*) FROM "{tableName}" WHERE {fullWhere}'
cur.execute(countSql, allParams)
total = cur.fetchone()["count"] if cur.rowcount else 0
@ -179,10 +177,6 @@ class FeatureDataProvider:
_debugQueryLog("browseTable", tableName, {
"fields": fields, "limit": limit, "offset": offset,
}, errResult, elapsed)
try:
conn.rollback()
except Exception:
pass
return errResult
def aggregateTable(
@ -208,8 +202,7 @@ class FeatureDataProvider:
if groupBy and not _isValidIdentifier(groupBy):
return {"rows": [], "error": f"Invalid groupBy field: {groupBy}"}
conn = self._db.connection
scopeFilter = _buildScopeFilter(tableName, featureInstanceId, mandateId, dbConnection=conn)
scopeFilter = _buildScopeFilter(tableName, featureInstanceId, mandateId, db=self._db)
extraWhere, extraParams = _buildFilterClauses(extraFilters)
fullWhere = scopeFilter["where"]
@ -220,7 +213,7 @@ class FeatureDataProvider:
t0 = time.time()
try:
with conn.cursor() as cur:
with self._db.borrowCursor() as cur:
if groupBy:
sql = (
f'SELECT "{groupBy}" AS "groupValue", {aggregate}("{field}") AS "result" '
@ -253,10 +246,6 @@ class FeatureDataProvider:
_debugQueryLog("aggregateTable", tableName, {
"aggregate": aggregate, "field": field, "groupBy": groupBy,
}, errResult, elapsed)
try:
conn.rollback()
except Exception:
pass
return errResult
def queryTable(
@ -277,7 +266,6 @@ class FeatureDataProvider:
``extraFilters`` are mandatory record-level scoping filters injected by the pipeline.
"""
_validateTableName(tableName)
conn = self._db.connection
if fields:
invalid = [f for f in fields if not _isValidIdentifier(f)]
@ -287,7 +275,7 @@ class FeatureDataProvider:
"error": f"Invalid field name(s): {', '.join(invalid)}. Use getActualColumns to discover valid column names.",
}
scopeFilter = _buildScopeFilter(tableName, featureInstanceId, mandateId, dbConnection=conn)
scopeFilter = _buildScopeFilter(tableName, featureInstanceId, mandateId, db=self._db)
combinedFilters = list(filters or []) + list(extraFilters or [])
extraWhere, extraParams = _buildFilterClauses(combinedFilters if combinedFilters else None)
@ -300,7 +288,7 @@ class FeatureDataProvider:
t0 = time.time()
try:
with conn.cursor() as cur:
with self._db.borrowCursor() as cur:
countSql = f'SELECT COUNT(*) FROM "{tableName}" WHERE {fullWhere}'
cur.execute(countSql, allParams)
total = cur.fetchone()["count"] if cur.rowcount else 0
@ -329,10 +317,6 @@ class FeatureDataProvider:
"filters": filters, "fields": fields, "orderBy": orderBy,
"limit": limit, "offset": offset,
}, errResult, elapsed)
try:
conn.rollback()
except Exception:
pass
return errResult
@ -343,13 +327,13 @@ class FeatureDataProvider:
_instanceColCache: Dict[str, str] = {}
def _resolveInstanceColumn(tableName: str, dbConnection=None) -> str:
def _resolveInstanceColumn(tableName: str, db=None) -> str:
"""Detect whether the table uses ``instanceId`` or ``featureInstanceId``."""
if tableName in _instanceColCache:
return _instanceColCache[tableName]
if dbConnection:
if db:
try:
with dbConnection.cursor() as cur:
with db.borrowCursor() as cur:
cur.execute(
"SELECT column_name FROM information_schema.columns "
"WHERE table_schema = 'public' AND LOWER(table_name) = LOWER(%s) "
@ -378,14 +362,14 @@ def _isValidIdentifier(name: str) -> bool:
return name.isidentifier()
def _buildScopeFilter(tableName: str, featureInstanceId: str, mandateId: str, dbConnection=None) -> Dict[str, Any]:
def _buildScopeFilter(tableName: str, featureInstanceId: str, mandateId: str, db=None, dbConnection=None) -> Dict[str, Any]:
"""Build the mandatory WHERE clause that scopes rows to the feature instance.
Feature tables use either ``instanceId`` (commcoach, teamsbot) or
``featureInstanceId`` (trustee) as the FK. We detect the actual column
from ``information_schema`` when a DB connection is provided.
from ``information_schema`` when a DB connector is provided.
"""
instanceCol = _resolveInstanceColumn(tableName, dbConnection)
instanceCol = _resolveInstanceColumn(tableName, db or dbConnection)
conditions = []
params = []

40
modules/serviceCenter/services/serviceBackgroundJobs/mainBackgroundJobService.py
View file

@ -54,19 +54,53 @@ _CANCEL_CHECK_INTERVAL_S = 3.0
class JobProgressCallback:
"""Callable progress reporter with cooperative cancel-check for long-running walkers."""
"""Callable progress reporter with cooperative cancel-check for long-running walkers.
Two ways to set a progress message:
progressCb(50, "145 Dateien verarbeitet") # legacy plaintext (DE)
progressCb(50, messageKey="{n} Dateien verarbeitet",
messageParams={"n": 145}) # i18n-friendly
When `messageKey` is given the structured payload is written to
`BackgroundJob.progressMessageData` so the frontend can render it via
`t(key, params)` in the user's UI language. A best-effort rendered
fallback is also stored in `progressMessage` for older clients, logs,
and audit trails.
"""
def __init__(self, jobId: str):
self._jobId = jobId
self._cancelledCache: Optional[bool] = None
self._lastCheckedAt: float = 0.0
def __call__(self, progress: int, message: Optional[str] = None) -> None:
def __call__(
self,
progress: int,
message: Optional[str] = None,
*,
messageKey: Optional[str] = None,
messageParams: Optional[Dict[str, Any]] = None,
) -> None:
try:
clamped = max(0, min(100, int(progress)))
fields: Dict[str, Any] = {"progress": clamped}
if message is not None:
if messageKey is not None:
params = messageParams or {}
try:
fallback = messageKey.format(**params)
except (KeyError, IndexError, ValueError) as fmtErr:
fallback = message or messageKey
logger.warning(
"progressCb message format failed for job %s key=%r params=%r: %s",
self._jobId, messageKey, params, fmtErr,
)
fields["progressMessageData"] = {"key": messageKey, "params": params}
fields["progressMessage"] = (message or fallback)[:500]
elif message is not None:
fields["progressMessage"] = message[:500]
fields["progressMessageData"] = None
_updateJob(self._jobId, fields)
except Exception as ex:
logger.warning("Progress update failed for job %s: %s", self._jobId, ex)

10
modules/serviceCenter/services/serviceChat/mainServiceChat.py
View file

@ -534,11 +534,17 @@ class ChatService:
) -> Dict[str, Any]:
"""Create a new external data source reference.
Returns existing record if connectionId + path already exists (upsert semantics).
Upsert key is `(connectionId, sourceType, path)`. The same `path='/'`
can carry multiple DataSources discriminated by sourceType: the
Connection-Root (sourceType=<authority>, e.g. 'msft') plus one per
service (sourceType='sharepointFolder', 'outlookFolder', ...). The
sourceType filter MUST be present, otherwise a Service-Root POST
returns the Connection-Root and toggles cascade onto every sibling.
"""
from modules.datamodels.datamodelDataSource import DataSource
existing = self.interfaceDbApp.db.getRecordset(
DataSource, recordFilter={"connectionId": connectionId, "path": path}
DataSource,
recordFilter={"connectionId": connectionId, "sourceType": sourceType, "path": path},
)
if existing:
return existing[0] if isinstance(existing[0], dict) else existing[0].model_dump()

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# Copyright (c) 2025 Patrick Motsch
# All rights reserved.
"""Indicative cost estimation for a RAG bootstrap run.
This is **not** a billing-grade forecast: it gives the user a back-of-the-envelope
USD figure for the worst-case full sync, so they can sanity-check before raising
`maxBytes`/`maxItems`. The output always carries the underlying assumptions
(`basis`) so the user can judge plausibility.
Heuristic:
estimatedTokens = ceil(maxBytes / CHARS_PER_TOKEN_BYTES_FACTOR)
estimatedUsd = estimatedTokens / 1_000_000 * EMBEDDING_USD_PER_MTOKEN
Defaults match OpenAI `text-embedding-3-small` pricing (2026-Q2).
"""
from __future__ import annotations
import math
from typing import Any, Dict
CHARS_PER_TOKEN = 4
EMBEDDING_USD_PER_MTOKEN = 0.02
DEFAULT_TOKENS_PER_ITEM = 1500
BYTES_PER_TOKEN_TEXT_FACTOR = 4
EXTRACTABLE_FRACTION = 0.4
def estimateBootstrapCost(limits: Dict[str, int], kind: str = "files") -> Dict[str, Any]:
"""Return an indicative cost estimate dict for a DataSource bootstrap.
Returned shape::
{
"estimatedTokens": int,
"estimatedUsd": float, # rounded to 4 decimals
"basis": {
"kind": "files"|"clickup",
"limits": {...},
"assumptions": {
"embeddingUsdPerMToken": 0.02,
"charsPerToken": 4,
"extractableFraction": 0.4,
"tokensPerItem": 1500 # only for clickup-like item counts
},
"notes": "non-binding, depends on real file content..."
}
}
"""
assumptions: Dict[str, Any] = {
"embeddingUsdPerMToken": EMBEDDING_USD_PER_MTOKEN,
"charsPerToken": CHARS_PER_TOKEN,
}
if kind == "files":
maxBytes = int(limits.get("maxBytes") or 0)
extractableBytes = maxBytes * EXTRACTABLE_FRACTION
estimatedTokens = int(math.ceil(extractableBytes / BYTES_PER_TOKEN_TEXT_FACTOR))
assumptions["extractableFraction"] = EXTRACTABLE_FRACTION
assumptions["formula"] = "ceil(maxBytes * 0.4 / 4)"
elif kind == "clickup":
maxTasks = int(limits.get("maxTasks") or 0)
maxWorkspaces = max(1, int(limits.get("maxWorkspaces") or 1))
estimatedTokens = maxTasks * maxWorkspaces * DEFAULT_TOKENS_PER_ITEM
assumptions["tokensPerItem"] = DEFAULT_TOKENS_PER_ITEM
assumptions["formula"] = "maxTasks * maxWorkspaces * 1500"
else:
estimatedTokens = 0
assumptions["formula"] = "unknown kind, returning zero"
estimatedUsd = round(estimatedTokens / 1_000_000 * EMBEDDING_USD_PER_MTOKEN, 4)
return {
"estimatedTokens": estimatedTokens,
"estimatedUsd": estimatedUsd,
"basis": {
"kind": kind,
"limits": dict(limits),
"assumptions": assumptions,
"notes": (
"Indicative only. Actual cost depends on file types, extractable text "
"ratio, dedup hit-rate, retries, and current embedding model pricing."
),
},
}

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# Copyright (c) 2025 Patrick Motsch
# All rights reserved.
"""Cascade-inherit semantics for DataSource flags (neutralize, ragIndexEnabled, scope).
Three-state flags allow tree elements to either set an explicit value or
inherit the value from their nearest ancestor in the path hierarchy.
Modes:
- 'walk' (default): resolves the *concrete* effective value per-item
(never returns 'mixed'). Used by backend consumers (RAG walker,
neutralization pipeline, scope filter, etc.).
- 'aggregate': resolves the *display* effective value per-item. If the
item has descendants with differing walk-effective values, returns
'mixed'. Used by listing endpoints and PATCH responses for the UI.
Path-traversal rules:
- A DataSource is identified by `(connectionId, sourceType, path)`.
- The root of a service tree is `path == '/'`.
- Sub-elements have paths like `/folder1/sub`. Their parent path is the
longest prefix path that exists as a DataSource record (string-based).
- If no ancestor with an explicit value exists, the default is `False`
(or `'personal'` for scope) — matching the legacy behavior of NULL = inherit.
"""
import logging
from typing import Any, Dict, Iterable, List, Literal, Optional, Tuple
logger = logging.getLogger(__name__)
_INHERITABLE_FLAGS = ("neutralize", "ragIndexEnabled", "scope")
_INHERITABLE_FDS_FLAGS = ("neutralize", "ragIndexEnabled", "scope")
# Connection-root DataSources carry the authority as their sourceType
# (e.g. 'msft', 'google'). They sit one level above all service DataSources
# of the same connection in the visual tree, so flag inheritance must
# cross sourceType boundaries — but ONLY from these authority roots.
_AUTHORITY_SOURCE_TYPES = frozenset({"local", "google", "msft", "clickup", "infomaniak"})
Mode = Literal["walk", "aggregate"]
# ---------------------------------------------------------------------------
# Internal helpers
# ---------------------------------------------------------------------------
def _normalisePath(path: Optional[str]) -> str:
"""Normalize a DataSource path to '/'-prefixed, no trailing slash (except root)."""
if not path:
return "/"
p = str(path).strip()
if not p.startswith("/"):
p = "/" + p
if len(p) > 1 and p.endswith("/"):
p = p.rstrip("/")
return p
def _flagDefault(flag: str) -> Any:
if flag == "scope":
return "personal"
return False
def _isExplicit(value: Any) -> bool:
"""A flag value is explicit when it is not None/empty-string."""
if value is None:
return False
if isinstance(value, str) and value == "":
return False
return True
def _getRecordValue(rec: Any, key: str) -> Any:
if isinstance(rec, dict):
return rec.get(key)
return getattr(rec, key, None)
def _isAncestorPath(ancestor: str, descendant: str) -> bool:
"""True iff `ancestor` is a strict path-prefix of `descendant`."""
if ancestor == descendant:
return False
if ancestor == "/":
return descendant != "/"
return descendant.startswith(ancestor + "/")
def _pathDepth(path: str) -> int:
if path == "/":
return 0
return path.count("/")
def _findAncestorChain(
rec: Dict[str, Any],
allDs: Iterable[Dict[str, Any]],
) -> List[Dict[str, Any]]:
"""Return all ancestor DataSources of `rec` in the same connection,
ordered nearest-first.
Two ancestor relations are merged:
1) same-sourceType path-ancestor — strict path-prefix within the
same service tree.
2) connection-root ancestor — a DS with `path='/'` and
`sourceType` in authority set is the parent of every other DS
in that connection regardless of sourceType.
The connection-root is always the most distant ancestor.
"""
recPath = _normalisePath(_getRecordValue(rec, "path"))
recSourceType = _getRecordValue(rec, "sourceType")
recConnectionId = _getRecordValue(rec, "connectionId")
sameTypeCandidates: List[Tuple[int, Dict[str, Any]]] = []
connectionRoot: Optional[Dict[str, Any]] = None
recIsConnectionRoot = recSourceType in _AUTHORITY_SOURCE_TYPES and recPath == "/"
for cand in allDs:
if _getRecordValue(cand, "id") == _getRecordValue(rec, "id"):
continue
if _getRecordValue(cand, "connectionId") != recConnectionId:
continue
candSourceType = _getRecordValue(cand, "sourceType")
candPath = _normalisePath(_getRecordValue(cand, "path"))
if candSourceType == recSourceType:
if candPath == recPath or not _isAncestorPath(candPath, recPath):
continue
sameTypeCandidates.append((len(candPath), cand))
elif (
not recIsConnectionRoot
and candSourceType in _AUTHORITY_SOURCE_TYPES
and candPath == "/"
):
connectionRoot = cand
sameTypeCandidates.sort(key=lambda x: x[0], reverse=True)
chain = [c for _, c in sameTypeCandidates]
if connectionRoot is not None:
chain.append(connectionRoot)
return chain
def _isDescendantDs(parentRec: Dict[str, Any], candidate: Dict[str, Any]) -> bool:
"""True iff `candidate` is a descendant of `parentRec` in the DS hierarchy."""
parentSourceType = _getRecordValue(parentRec, "sourceType")
parentPath = _normalisePath(_getRecordValue(parentRec, "path"))
parentConnectionId = _getRecordValue(parentRec, "connectionId")
parentId = _getRecordValue(parentRec, "id")
candId = _getRecordValue(candidate, "id")
if candId == parentId:
return False
if _getRecordValue(candidate, "connectionId") != parentConnectionId:
return False
candSourceType = _getRecordValue(candidate, "sourceType")
candPath = _normalisePath(_getRecordValue(candidate, "path"))
parentIsConnectionRoot = (
parentSourceType in _AUTHORITY_SOURCE_TYPES and parentPath == "/"
)
if parentIsConnectionRoot:
return True
if candSourceType != parentSourceType:
return False
return _isAncestorPath(parentPath, candPath)
# ---------------------------------------------------------------------------
# DataSource: getEffectiveFlag
# ---------------------------------------------------------------------------
def getEffectiveFlag(
rec: Dict[str, Any],
flag: str,
sameConnectionDs: Iterable[Dict[str, Any]],
mode: Mode = "walk",
) -> Any:
"""Resolve the effective value of a flag via path-traversal.
mode='walk': own explicit → nearest ancestor explicit → default.
Always returns a concrete value (never 'mixed').
mode='aggregate': same as walk for leaf value, but if the item has
descendants whose walk-effective values differ from
each other, returns 'mixed'.
"""
if flag not in _INHERITABLE_FLAGS:
raise ValueError(f"Unknown inheritable flag: {flag}")
allDs = list(sameConnectionDs)
walkValue = _resolveWalkValue(rec, flag, allDs)
if mode == "walk":
return walkValue
# mode == 'aggregate': check subtree for heterogeneous effective values
descendants = [d for d in allDs if _isDescendantDs(rec, d)]
if not descendants:
return walkValue
subtreeValues = set()
subtreeValues.add(_normaliseForComparison(walkValue))
for desc in descendants:
descEffective = _resolveWalkValue(desc, flag, allDs)
subtreeValues.add(_normaliseForComparison(descEffective))
if len(subtreeValues) > 1:
recId = _getRecordValue(rec, "id")
descId = _getRecordValue(desc, "id")
descOwnVal = _getRecordValue(desc, flag)
logger.info(
"DS aggregate MIXED for rec=%s flag=%s: walkValue=%s, "
"divergent desc=%s (own=%s, effective=%s), subtreeValues=%s",
recId, flag, walkValue, descId, descOwnVal, descEffective, subtreeValues,
)
return "mixed"
return walkValue
def _resolveWalkValue(rec: Dict[str, Any], flag: str, allDs: List[Dict[str, Any]]) -> Any:
"""Core walk resolution: own explicit → ancestor chain → default."""
own = _getRecordValue(rec, flag)
if _isExplicit(own):
return own
chain = _findAncestorChain(rec, allDs)
for ancestor in chain:
ancestorVal = _getRecordValue(ancestor, flag)
if _isExplicit(ancestorVal):
return ancestorVal
return _flagDefault(flag)
def _normaliseForComparison(value: Any) -> Any:
"""Normalize values for set-comparison (bool as int to avoid hash issues)."""
if isinstance(value, bool):
return int(value)
return value
# ---------------------------------------------------------------------------
# DataSource: cascadeResetDescendants (bottom-up)
# ---------------------------------------------------------------------------
def cascadeResetDescendants(
rootIf: Any,
parentRec: Dict[str, Any],
flag: str,
) -> List[str]:
"""Reset all explicit descendant values of `flag` to NULL (= inherit).
Reset order: bottom-up (deepest first) for crash safety.
The parent itself is NOT modified here — the caller sets the master value
after this function returns.
Returns list of reset record IDs in bottom-up order.
"""
if flag not in _INHERITABLE_FLAGS:
raise ValueError(f"Unknown inheritable flag: {flag}")
from modules.datamodels.datamodelDataSource import DataSource
connectionId = _getRecordValue(parentRec, "connectionId")
parentId = _getRecordValue(parentRec, "id")
if not connectionId:
return []
siblings = rootIf.db.getRecordset(DataSource, recordFilter={"connectionId": connectionId})
toReset: List[Tuple[int, str]] = []
for sib in siblings:
if not _isDescendantDs(parentRec, sib):
continue
sibVal = _getRecordValue(sib, flag)
if not _isExplicit(sibVal):
continue
sibId = _getRecordValue(sib, "id")
sibPath = _normalisePath(_getRecordValue(sib, "path"))
toReset.append((_pathDepth(sibPath), sibId))
# Sort deepest first (bottom-up)
toReset.sort(key=lambda x: x[0], reverse=True)
resetIds: List[str] = []
for _, sibId in toReset:
try:
rootIf.db.recordModify(DataSource, sibId, {flag: None})
resetIds.append(sibId)
except Exception as exc:
logger.warning("Cascade-reset failed for DataSource %s flag=%s: %s", sibId, flag, exc)
if resetIds:
logger.info(
"Cascade-reset %s on %d descendants of DataSource %s (bottom-up)",
flag, len(resetIds), parentId,
)
return resetIds
# ---------------------------------------------------------------------------
# DataSource: collectAncestorChain (for updatedAncestors in PATCH response)
# ---------------------------------------------------------------------------
def collectAncestorChain(
rec: Dict[str, Any],
sameConnectionDs: Iterable[Dict[str, Any]],
) -> List[Dict[str, Any]]:
"""Return ancestor chain of `rec` (nearest-first), same as internal helper.
Exposed for PATCH endpoints to compute updatedAncestors.
"""
return _findAncestorChain(rec, sameConnectionDs)
# ---------------------------------------------------------------------------
# DataSource: buildEffectiveByConnection
# ---------------------------------------------------------------------------
def buildEffectiveByConnection(
dataSources: Iterable[Dict[str, Any]],
flag: str,
mode: Mode = "walk",
) -> Dict[str, Any]:
"""Pre-compute the effective value of `flag` for every DataSource id.
Uses the specified mode. O(N^2) worst case but N is bounded per connection.
"""
if flag not in _INHERITABLE_FLAGS:
raise ValueError(f"Unknown inheritable flag: {flag}")
allDs = list(dataSources)
out: Dict[str, Any] = {}
for rec in allDs:
recId = _getRecordValue(rec, "id")
out[recId] = getEffectiveFlag(rec, flag, allDs, mode=mode)
return out
# ---------------------------------------------------------------------------
# FeatureDataSource helpers
# ---------------------------------------------------------------------------
def _fdsClassify(fds: Dict[str, Any]) -> str:
"""Return 'workspace' | 'table' | 'record' based on the FDS identifier shape."""
tableName = _getRecordValue(fds, "tableName") or ""
recordFilter = _getRecordValue(fds, "recordFilter")
if tableName == "*":
return "workspace"
if not recordFilter:
return "table"
return "record"
def _fdsIsAncestor(parent: Dict[str, Any], child: Dict[str, Any]) -> bool:
"""Return True iff `parent` FDS is a strict ancestor of `child` FDS.
Hierarchy within one featureInstanceId (allFds is already scoped to
a single workspace):
feature-wildcard (tableName='*') -> table-wildcard / record-fds
table-wildcard (tableName='X') -> record-fds (tableName='X')
"""
parentFiId = _getRecordValue(parent, "featureInstanceId")
childFiId = _getRecordValue(child, "featureInstanceId")
if not parentFiId or parentFiId != childFiId:
return False
if _getRecordValue(parent, "id") == _getRecordValue(child, "id"):
return False
parentKind = _fdsClassify(parent)
childKind = _fdsClassify(child)
if parentKind == "workspace":
return childKind in ("table", "record")
if parentKind == "table":
if childKind != "record":
return False
return _getRecordValue(parent, "tableName") == _getRecordValue(child, "tableName")
return False
def _fdsDepth(fds: Dict[str, Any]) -> int:
kind = _fdsClassify(fds)
if kind == "workspace":
return 0
if kind == "table":
return 1
return 2
# ---------------------------------------------------------------------------
# FeatureDataSource: getEffectiveFlagFds
# ---------------------------------------------------------------------------
def getEffectiveFlagFds(
rec: Dict[str, Any],
flag: str,
sameWorkspaceFds: Iterable[Dict[str, Any]],
mode: Mode = "walk",
) -> Any:
"""Resolve effective value of a FeatureDataSource flag.
mode='walk': own explicit -> table-wildcard -> workspace-wildcard -> default.
mode='aggregate': same but returns 'mixed' if descendants diverge.
"""
if flag not in _INHERITABLE_FDS_FLAGS:
raise ValueError(f"Unknown inheritable FDS flag: {flag}")
allFds = list(sameWorkspaceFds)
walkValue = _resolveWalkValueFds(rec, flag, allFds)
if mode == "walk":
return walkValue
# mode == 'aggregate'
descendants = [f for f in allFds if _fdsIsAncestor(rec, f)]
if not descendants:
return walkValue
subtreeValues = set()
subtreeValues.add(_normaliseForComparison(walkValue))
for desc in descendants:
descEffective = _resolveWalkValueFds(desc, flag, allFds)
subtreeValues.add(_normaliseForComparison(descEffective))
if len(subtreeValues) > 1:
recId = _getRecordValue(rec, "id")
descId = _getRecordValue(desc, "id")
descOwnVal = _getRecordValue(desc, flag)
logger.info(
"FDS aggregate MIXED for rec=%s flag=%s: walkValue=%s, "
"divergent desc=%s (own=%s, effective=%s), subtreeValues=%s",
recId, flag, walkValue, descId, descOwnVal, descEffective, subtreeValues,
)
return "mixed"
return walkValue
def _resolveWalkValueFds(rec: Dict[str, Any], flag: str, allFds: List[Dict[str, Any]]) -> Any:
"""Core walk resolution for FDS."""
own = _getRecordValue(rec, flag)
if _isExplicit(own):
return own
ancestors = [a for a in allFds if _fdsIsAncestor(a, rec)]
ancestors.sort(key=lambda a: 0 if _fdsClassify(a) == "table" else 1)
for ancestor in ancestors:
val = _getRecordValue(ancestor, flag)
if _isExplicit(val):
return val
return _flagDefault(flag)
# ---------------------------------------------------------------------------
# FeatureDataSource: cascadeResetDescendantsFds (bottom-up)
# ---------------------------------------------------------------------------
def cascadeResetDescendantsFds(
rootIf: Any,
parentRec: Dict[str, Any],
flag: str,
) -> List[str]:
"""Reset explicit `flag` to NULL on every descendant FDS of `parentRec`.
Reset order: bottom-up (deepest first) for crash safety.
Returns list of reset record IDs in bottom-up order.
"""
if flag not in _INHERITABLE_FDS_FLAGS:
raise ValueError(f"Unknown inheritable FDS flag: {flag}")
from modules.datamodels.datamodelFeatureDataSource import FeatureDataSource
workspaceInstanceId = _getRecordValue(parentRec, "workspaceInstanceId")
if not workspaceInstanceId:
return []
siblings = rootIf.db.getRecordset(
FeatureDataSource, recordFilter={"workspaceInstanceId": workspaceInstanceId}
)
toReset: List[Tuple[int, str]] = []
for sib in siblings:
if not _fdsIsAncestor(parentRec, sib):
continue
sibVal = _getRecordValue(sib, flag)
if not _isExplicit(sibVal):
continue
sibId = _getRecordValue(sib, "id")
toReset.append((_fdsDepth(sib), sibId))
# Sort deepest first (bottom-up)
toReset.sort(key=lambda x: x[0], reverse=True)
resetIds: List[str] = []
for _, sibId in toReset:
try:
rootIf.db.recordModify(FeatureDataSource, sibId, {flag: None})
resetIds.append(sibId)
except Exception as exc:
logger.warning("FDS cascade-reset failed for %s flag=%s: %s", sibId, flag, exc)
if resetIds:
logger.info(
"FDS cascade-reset %s on %d descendants of FDS %s (bottom-up)",
flag, len(resetIds), _getRecordValue(parentRec, "id"),
)
return resetIds
# ---------------------------------------------------------------------------
# FeatureDataSource: collectAncestorChainFds
# ---------------------------------------------------------------------------
def collectAncestorChainFds(
rec: Dict[str, Any],
sameWorkspaceFds: Iterable[Dict[str, Any]],
) -> List[Dict[str, Any]]:
"""Return ancestor chain of `rec` FDS (nearest-first).
Exposed for PATCH endpoints to compute updatedAncestors.
"""
allFds = list(sameWorkspaceFds)
ancestors = [a for a in allFds if _fdsIsAncestor(a, rec)]
ancestors.sort(key=lambda a: 0 if _fdsClassify(a) == "table" else 1)
return ancestors
# ---------------------------------------------------------------------------
# FeatureDataSource: buildEffectiveByWorkspaceFds
# ---------------------------------------------------------------------------
def buildEffectiveByWorkspaceFds(
fdses: Iterable[Dict[str, Any]],
flag: str,
mode: Mode = "walk",
) -> Dict[str, Any]:
"""Pre-compute the effective value of `flag` for every FDS id."""
if flag not in _INHERITABLE_FDS_FLAGS:
raise ValueError(f"Unknown inheritable FDS flag: {flag}")
allFds = list(fdses)
out: Dict[str, Any] = {}
for rec in allFds:
recId = _getRecordValue(rec, "id")
out[recId] = getEffectiveFlagFds(rec, flag, allFds, mode=mode)
return out
# ---------------------------------------------------------------------------
# Bulk resolve: effective flags for arbitrary paths (even without DB record)
# ---------------------------------------------------------------------------
def resolveEffectiveForPath(
connectionId: str,
sourceType: str,
path: str,
allDs: List[Dict[str, Any]],
mode: Mode = "aggregate",
) -> Dict[str, Any]:
"""Resolve effective flags for ANY (connectionId, sourceType, path) tuple.
Works whether or not a DataSource record exists for this exact path.
Returns dict with effectiveNeutralize, effectiveScope, effectiveRagIndexEnabled.
"""
normPath = _normalisePath(path)
exactRecord = None
for ds in allDs:
if (
_getRecordValue(ds, "connectionId") == connectionId
and _getRecordValue(ds, "sourceType") == sourceType
and _normalisePath(_getRecordValue(ds, "path")) == normPath
):
exactRecord = ds
break
if exactRecord:
return {
"effectiveNeutralize": getEffectiveFlag(exactRecord, "neutralize", allDs, mode=mode),
"effectiveScope": getEffectiveFlag(exactRecord, "scope", allDs, mode=mode),
"effectiveRagIndexEnabled": getEffectiveFlag(exactRecord, "ragIndexEnabled", allDs, mode=mode),
}
virtualRec = {
"id": "__virtual__",
"connectionId": connectionId,
"sourceType": sourceType,
"path": normPath,
"neutralize": None,
"scope": None,
"ragIndexEnabled": None,
}
return {
"effectiveNeutralize": _resolveWalkValue(virtualRec, "neutralize", allDs),
"effectiveScope": _resolveWalkValue(virtualRec, "scope", allDs),
"effectiveRagIndexEnabled": _resolveWalkValue(virtualRec, "ragIndexEnabled", allDs),
}
def resolveEffectiveForFds(
featureInstanceId: str,
tableName: str,
recordFilter: Optional[Dict[str, str]],
allFds: List[Dict[str, Any]],
mode: Mode = "aggregate",
) -> Dict[str, Any]:
"""Resolve effective flags for ANY FDS tuple (even without DB record).
`allFds` is pre-scoped to a single workspace (loaded with
workspaceInstanceId filter). Within that set, the coordinate is
featureInstanceId + tableName + recordFilter.
Returns dict with effectiveNeutralize, effectiveScope, effectiveRagIndexEnabled.
"""
exactRecord = None
for fds in allFds:
if _getRecordValue(fds, "featureInstanceId") != featureInstanceId:
continue
if (_getRecordValue(fds, "tableName") or "") != tableName:
continue
fdsFilter = _getRecordValue(fds, "recordFilter")
if fdsFilter == recordFilter:
exactRecord = fds
break
if exactRecord:
return {
"effectiveNeutralize": getEffectiveFlagFds(exactRecord, "neutralize", allFds, mode=mode),
"effectiveScope": getEffectiveFlagFds(exactRecord, "scope", allFds, mode=mode),
"effectiveRagIndexEnabled": getEffectiveFlagFds(exactRecord, "ragIndexEnabled", allFds, mode=mode),
}
virtualRec = {
"id": "__virtual__",
"featureInstanceId": featureInstanceId,
"tableName": tableName,
"recordFilter": recordFilter,
"neutralize": None,
"scope": None,
"ragIndexEnabled": None,
}
return {
"effectiveNeutralize": _resolveWalkValueFds(virtualRec, "neutralize", allFds),
"effectiveScope": _resolveWalkValueFds(virtualRec, "scope", allFds),
"effectiveRagIndexEnabled": _resolveWalkValueFds(virtualRec, "ragIndexEnabled", allFds),
}

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modules/serviceCenter/services/serviceKnowledge/_progressMessages.py Normal file
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"""Central i18n registration for BackgroundJob progress messages.
Walkers and consumers report progress via ``progressCb(..., messageKey="…",
messageParams={...})``. Those keys are not seen by ``t()`` at call time, so
without a stub registration they would never make it into the boot-time
``UiLanguageSet(xx)`` sync. Importing this module is enough to register
every known key — call sites stay clean while translators can still find
the texts in the standard i18n table.
Keep this list in lockstep with the ``messageKey=`` arguments used in
``subConnectorSync*.py`` and ``subConnectorIngestConsumer.py``.
"""
from modules.shared.i18nRegistry import t
# Bootstrap walkers (one per connector family)
t("{n} Dateien verarbeitet, {indexed} indexiert")
t("{n} Tasks verarbeitet, {indexed} indexiert")
t("{n} Mails verarbeitet, {indexed} indexiert")
# Ingestion consumer hand-offs
t("Verbindung wird aufgebaut ({authority})")
t("Synchronisierung läuft...")

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modules/serviceCenter/services/serviceKnowledge/_ragLimits.py Normal file
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# Copyright (c) 2025 Patrick Motsch
# All rights reserved.
"""Centralized RAG bootstrap limits + DataSource-scoped resolution.
The original walkers (SharePoint, kDrive, gDrive, ClickUp) each carried their
own module-level `MAX_*_DEFAULT` constants and silently stopped indexing once
they were exceeded. That made it impossible for a user with a 500 MB folder to
override the 200 MB cap without a code change.
This module is the single source of truth for two things:
1. The canonical default budget per source kind (`FILES_LIMITS_DEFAULT`,
`CLICKUP_LIMITS_DEFAULT`). Walkers fall back to these when a DataSource has
no `settings.ragLimits` yet.
2. The pure read/lazy-fill helpers that walkers and the API use to merge a
DataSource's stored settings with the defaults. No override layers, no
resolver chain: what is in `DataSource.settings.ragLimits` is what the
walker uses.
Lazy fill: the first time a DataSource is processed, the defaults are written
to its `settings.ragLimits` so the UI shows real values immediately, even if
the user has never opened the settings modal.
"""
from __future__ import annotations
import logging
from typing import Any, Dict, Optional
logger = logging.getLogger(__name__)
FILES_LIMITS_DEFAULT: Dict[str, int] = {
"maxItems": 500,
"maxBytes": 200 * 1024 * 1024,
"maxFileSize": 25 * 1024 * 1024,
"maxDepth": 4,
}
CLICKUP_LIMITS_DEFAULT: Dict[str, int] = {
"maxTasks": 500,
"maxWorkspaces": 3,
"maxListsPerWorkspace": 20,
}
_LIMITS_BY_KIND: Dict[str, Dict[str, int]] = {
"files": FILES_LIMITS_DEFAULT,
"clickup": CLICKUP_LIMITS_DEFAULT,
}
def getDefaults(kind: str) -> Dict[str, int]:
"""Return a fresh copy of the default budget for the given walker kind.
`kind` is either "files" (Sharepoint, kDrive, gDrive) or "clickup".
Returning a copy lets callers mutate the result safely.
"""
defaults = _LIMITS_BY_KIND.get(kind)
if defaults is None:
raise ValueError(f"Unknown RAG limit kind: {kind!r}")
return dict(defaults)
def getStoredOverrides(dataSource: Optional[Dict[str, Any]], kind: str) -> Dict[str, int]:
"""Return ONLY the limits explicitly set on `dataSource.settings.ragLimits`.
Missing keys are NOT filled with defaults — that is the caller's job (so
a programmatically supplied `limits=` from a Caller still wins when the
DataSource has no override). Pure read, no DB writes.
"""
if not isinstance(dataSource, dict):
return {}
settings = dataSource.get("settings") or {}
if not isinstance(settings, dict):
return {}
stored = settings.get("ragLimits")
if not isinstance(stored, dict):
return {}
allowed = set(_LIMITS_BY_KIND.get(kind, {}).keys())
out: Dict[str, int] = {}
for key, raw in stored.items():
if key not in allowed or raw is None:
continue
try:
out[key] = int(raw)
except (TypeError, ValueError):
logger.warning(
"Ignoring non-int ragLimits[%s]=%r on DataSource %s",
key, raw, dataSource.get("id"),
)
return out
def getRagLimits(dataSource: Optional[Dict[str, Any]], kind: str) -> Dict[str, int]:
"""Effective RAG limits for the API/cost-estimate use-case.
Stored overrides win over `getDefaults(kind)`. Walkers should NOT use this
function — they should pass their own caller-limits as the fallback so that
a runtime-supplied `limits=` parameter is honoured (see `getStoredOverrides`).
"""
base = getDefaults(kind)
base.update(getStoredOverrides(dataSource, kind))
return base

2
modules/serviceCenter/services/serviceKnowledge/mainServiceKnowledge.py
View file

@ -147,7 +147,7 @@ class KnowledgeService:
else getattr(existing, "status", "")
) or ""
if existingMeta.get("hash") == contentHash and existingStatus == "indexed":
logger.info(
logger.debug(
"ingestion.skipped.duplicate sourceKind=%s sourceId=%s hash=%s",
job.sourceKind, job.sourceId, contentHash[:12],
extra={

54
modules/serviceCenter/services/serviceKnowledge/subConnectorIngestConsumer.py
View file

@ -141,18 +141,39 @@ _SOURCE_TYPE_MAP = {
def _loadRagEnabledDataSources(connectionId: str, dataSourceIds: Optional[list] = None):
"""Load DataSource rows with ragIndexEnabled=true for a connection.
"""Load DataSource rows whose *effective* ragIndexEnabled is True.
If dataSourceIds is provided (mini-bootstrap), filter to only those IDs.
Cascade-inherit semantics: a DataSource with `ragIndexEnabled=None`
follows its nearest ancestor's value (path-traversal). Walker iterates
over all DataSources whose effective value resolves to True, including
inherited ones.
Returned dicts carry **resolved** flags (`neutralize`, `scope`) so the
downstream walkers can keep reading `ds.get("neutralize")` directly
without having to know about the inheritance chain.
If `dataSourceIds` is provided (mini-bootstrap), the explicit set is
intersected with the effective-true set.
"""
from modules.interfaces.interfaceDbApp import getRootInterface
from modules.datamodels.datamodelDataSource import DataSource
from modules.serviceCenter.services.serviceKnowledge._inheritFlags import getEffectiveFlag
rootIf = getRootInterface()
allDs = rootIf.db.getRecordset(DataSource, recordFilter={"connectionId": connectionId})
resolved = []
for ds in allDs:
effRagIndex = getEffectiveFlag(ds, "ragIndexEnabled", allDs)
if effRagIndex is not True:
continue
dsCopy = dict(ds) if isinstance(ds, dict) else {**ds.__dict__}
dsCopy["neutralize"] = getEffectiveFlag(ds, "neutralize", allDs)
dsCopy["scope"] = getEffectiveFlag(ds, "scope", allDs)
dsCopy["ragIndexEnabled"] = True
resolved.append(dsCopy)
if dataSourceIds:
return [ds for ds in allDs if ds.get("id") in dataSourceIds and ds.get("ragIndexEnabled")]
return [ds for ds in allDs if ds.get("ragIndexEnabled")]
resolved = [ds for ds in resolved if ds.get("id") in dataSourceIds]
return resolved
async def _bootstrapJobHandler(
@ -167,7 +188,11 @@ async def _bootstrapJobHandler(
if not connectionId:
raise ValueError("connection.bootstrap requires payload.connectionId")
progressCb(5, f"resolving {authority} connection")
progressCb(
5,
messageKey="Verbindung wird aufgebaut ({authority})",
messageParams={"authority": authority},
)
# Defensive consent check
try:
@ -225,7 +250,7 @@ async def _bootstrapJobHandler(
bootstrapOutlook,
)
progressCb(0, "Synchronisierung läuft...")
progressCb(0, messageKey="Synchronisierung läuft...")
spDs = _filterDs("sharepoint")
olDs = _filterDs("outlook")
async def _noopResult():
@ -251,7 +276,7 @@ async def _bootstrapJobHandler(
bootstrapGmail,
)
progressCb(0, "Synchronisierung läuft...")
progressCb(0, messageKey="Synchronisierung läuft...")
gdDs = _filterDs("drive")
gmDs = _filterDs("gmail")
async def _noopResult():
@ -274,7 +299,7 @@ async def _bootstrapJobHandler(
bootstrapClickup,
)
progressCb(0, "Synchronisierung läuft...")
progressCb(0, messageKey="Synchronisierung läuft...")
cuDs = _filterDs("clickup")
cuResult = await bootstrapClickup(connectionId=connectionId, progressCb=progressCb, dataSources=cuDs) if cuDs else {"skipped": True, "reason": "no_datasources"}
return {
@ -288,7 +313,7 @@ async def _bootstrapJobHandler(
bootstrapKdrive,
)
progressCb(0, "Synchronisierung läuft...")
progressCb(0, messageKey="Synchronisierung läuft...")
kdDs = _filterDs("kdrive")
kdResult = await bootstrapKdrive(connectionId=connectionId, progressCb=progressCb, dataSources=kdDs) if kdDs else {"skipped": True, "reason": "no_datasources"}
return {
@ -406,6 +431,15 @@ def registerKnowledgeIngestionConsumer() -> None:
callbackRegistry.register("connection.established", _onConnectionEstablished)
callbackRegistry.register("connection.revoked", _onConnectionRevoked)
registerJobHandler(BOOTSTRAP_JOB_TYPE, _bootstrapJobHandler)
from modules.serviceCenter.services.serviceKnowledge.subFeatureBootstrap import (
FEATURE_BOOTSTRAP_JOB_TYPE, _featureBootstrapHandler,
)
registerJobHandler(FEATURE_BOOTSTRAP_JOB_TYPE, _featureBootstrapHandler)
registerDailyResyncScheduler()
_registered = True
logger.info("KnowledgeIngestionConsumer registered (established/revoked + %s handler + daily resync)", BOOTSTRAP_JOB_TYPE)
logger.info(
"KnowledgeIngestionConsumer registered (established/revoked + %s + %s handler + daily resync)",
BOOTSTRAP_JOB_TYPE, FEATURE_BOOTSTRAP_JOB_TYPE,
)

70
modules/serviceCenter/services/serviceKnowledge/subConnectorSyncClickup.py
View file

@ -33,13 +33,21 @@ from modules.serviceCenter.services.serviceKnowledge.subWalkerHelpers import (
logger = logging.getLogger(__name__)
MAX_TASKS_DEFAULT = 500
MAX_WORKSPACES_DEFAULT = 3
MAX_LISTS_PER_WORKSPACE_DEFAULT = 20
from modules.serviceCenter.services.serviceKnowledge import _ragLimits as _ragLimitsHelper
_CLICKUP_DEFAULTS = _ragLimitsHelper.CLICKUP_LIMITS_DEFAULT
MAX_TASKS_DEFAULT = _CLICKUP_DEFAULTS["maxTasks"]
MAX_WORKSPACES_DEFAULT = _CLICKUP_DEFAULTS["maxWorkspaces"]
MAX_LISTS_PER_WORKSPACE_DEFAULT = _CLICKUP_DEFAULTS["maxListsPerWorkspace"]
MAX_DESCRIPTION_CHARS_DEFAULT = 8000
MAX_AGE_DAYS_DEFAULT = 180
def _resolveDataSourceLimits(dsId: str, ds: Dict[str, Any]) -> Dict[str, int]:
"""Return explicit RAG-limit overrides stored on the DataSource (or {})."""
return _ragLimitsHelper.getStoredOverrides(ds, "clickup")
@dataclass
class ClickupBootstrapLimits:
maxTasks: int = MAX_TASKS_DEFAULT
@ -68,6 +76,9 @@ class ClickupBootstrapResult:
workspaces: int = 0
lists: int = 0
errors: List[str] = field(default_factory=list)
# First budget exhausted: "maxTasks" | "maxWorkspaces" | "maxListsPerWorkspace" | None.
# Drives the same UI banner as the file-walker bootstraps.
stoppedAtLimit: Optional[str] = None
def _syntheticTaskId(connectionId: str, taskId: str) -> str:
@ -225,6 +236,7 @@ async def bootstrapClickup(
cancelled = False
for ds in dataSources:
if result.indexed + result.skippedDuplicate >= limits.maxTasks:
_recordLimitStop(result, "maxTasks", "dataSource", limits)
break
if progressCb and hasattr(progressCb, "isCancelled") and progressCb.isCancelled():
cancelled = True
@ -232,10 +244,11 @@ async def bootstrapClickup(
dsId = ds.get("id", "")
dsNeutralize = ds.get("neutralize", False)
eff = _resolveDataSourceLimits(dsId, ds)
dsLimits = ClickupBootstrapLimits(
maxTasks=limits.maxTasks,
maxWorkspaces=limits.maxWorkspaces,
maxListsPerWorkspace=limits.maxListsPerWorkspace,
maxTasks=eff.get("maxTasks", limits.maxTasks),
maxWorkspaces=eff.get("maxWorkspaces", limits.maxWorkspaces),
maxListsPerWorkspace=eff.get("maxListsPerWorkspace", limits.maxListsPerWorkspace),
maxDescriptionChars=limits.maxDescriptionChars,
maxAgeDays=limits.maxAgeDays,
includeClosed=limits.includeClosed,
@ -243,8 +256,11 @@ async def bootstrapClickup(
clickupScope=limits.clickupScope,
)
if len(teams) > dsLimits.maxWorkspaces:
_recordLimitStop(result, "maxWorkspaces", "teams", dsLimits, hard=False)
for team in teams[:dsLimits.maxWorkspaces]:
if result.indexed + result.skippedDuplicate >= dsLimits.maxTasks:
_recordLimitStop(result, "maxTasks", f"team={team.get('id','')}", dsLimits)
break
teamId = str(team.get("id", "") or "")
if not teamId:
@ -351,6 +367,7 @@ async def _walkTeam(
for lst in listsCollected:
if result.indexed + result.skippedDuplicate >= limits.maxTasks:
_recordLimitStop(result, "maxTasks", f"team={teamId}", limits)
return
if progressCb and hasattr(progressCb, "isCancelled") and progressCb.isCancelled():
return
@ -407,6 +424,7 @@ async def _walkList(
for task in tasks:
if result.indexed + result.skippedDuplicate >= limits.maxTasks:
_recordLimitStop(result, "maxTasks", f"list={listId}", limits)
return
if not _isRecent(task.get("date_updated"), limits.maxAgeDays):
result.skippedPolicy += 1
@ -511,7 +529,11 @@ async def _ingestTask(
if hasattr(progressCb, "isCancelled") and progressCb.isCancelled():
return
try:
progressCb(0, f"{processed} Tasks verarbeitet, {result.indexed} indexiert")
progressCb(
0,
messageKey="{n} Tasks verarbeitet, {indexed} indexiert",
messageParams={"n": processed, "indexed": result.indexed},
)
except Exception:
pass
if processed % 50 == 0:
@ -529,13 +551,37 @@ async def _ingestTask(
)
def _recordLimitStop(
result: ClickupBootstrapResult,
limitName: str,
where: str,
limits: ClickupBootstrapLimits,
*,
hard: bool = True,
) -> None:
"""See subConnectorSyncSharepoint._recordLimitStop for semantics."""
if hard or result.stoppedAtLimit is None:
result.stoppedAtLimit = limitName
budgetMap = {
"maxTasks": limits.maxTasks,
"maxWorkspaces": limits.maxWorkspaces,
"maxListsPerWorkspace": limits.maxListsPerWorkspace,
}
logger.warning(
"clickup walker hit %s=%s at %s — partial index (indexed=%d, skippedDup=%d).",
limitName, budgetMap.get(limitName), where,
result.indexed, result.skippedDuplicate,
)
def _finalizeResult(connectionId: str, result: ClickupBootstrapResult, startMs: float) -> Dict[str, Any]:
durationMs = int((time.time() - startMs) * 1000)
logger.info(
"ingestion.connection.bootstrap.done part=clickup connectionId=%s indexed=%d skippedDup=%d skippedPolicy=%d failed=%d workspaces=%d lists=%d durationMs=%d",
"ingestion.connection.bootstrap.done part=clickup connectionId=%s indexed=%d skippedDup=%d skippedPolicy=%d failed=%d workspaces=%d lists=%d durationMs=%d stoppedAtLimit=%s",
connectionId,
result.indexed, result.skippedDuplicate, result.skippedPolicy,
result.failed, result.workspaces, result.lists, durationMs,
result.stoppedAtLimit or "none",
extra={
"event": "ingestion.connection.bootstrap.done",
"part": "clickup",
@ -547,6 +593,7 @@ def _finalizeResult(connectionId: str, result: ClickupBootstrapResult, startMs:
"workspaces": result.workspaces,
"lists": result.lists,
"durationMs": durationMs,
"stoppedAtLimit": result.stoppedAtLimit,
},
)
return {
@ -559,4 +606,11 @@ def _finalizeResult(connectionId: str, result: ClickupBootstrapResult, startMs:
"lists": result.lists,
"durationMs": durationMs,
"errors": result.errors[:20],
"stoppedAtLimit": result.stoppedAtLimit,
"limits": {
"maxTasks": MAX_TASKS_DEFAULT,
"maxWorkspaces": MAX_WORKSPACES_DEFAULT,
"maxListsPerWorkspace": MAX_LISTS_PER_WORKSPACE_DEFAULT,
"maxAgeDays": MAX_AGE_DAYS_DEFAULT,
},
}

74
modules/serviceCenter/services/serviceKnowledge/subConnectorSyncGdrive.py
View file

@ -31,13 +31,21 @@ from modules.serviceCenter.services.serviceKnowledge.subWalkerHelpers import (
logger = logging.getLogger(__name__)
MAX_ITEMS_DEFAULT = 500
MAX_BYTES_DEFAULT = 200 * 1024 * 1024
MAX_FILE_SIZE_DEFAULT = 25 * 1024 * 1024
from modules.serviceCenter.services.serviceKnowledge import _ragLimits as _ragLimitsHelper
_FILES_DEFAULTS = _ragLimitsHelper.FILES_LIMITS_DEFAULT
MAX_ITEMS_DEFAULT = _FILES_DEFAULTS["maxItems"]
MAX_BYTES_DEFAULT = _FILES_DEFAULTS["maxBytes"]
MAX_FILE_SIZE_DEFAULT = _FILES_DEFAULTS["maxFileSize"]
MAX_DEPTH_DEFAULT = _FILES_DEFAULTS["maxDepth"]
SKIP_MIME_PREFIXES_DEFAULT = ("video/", "audio/")
MAX_DEPTH_DEFAULT = 4
MAX_AGE_DAYS_DEFAULT = 365
def _resolveDataSourceLimits(dsId: str, ds: Dict[str, Any]) -> Dict[str, int]:
"""Return explicit RAG-limit overrides stored on the DataSource (or {})."""
return _ragLimitsHelper.getStoredOverrides(ds, "files")
FOLDER_MIME = "application/vnd.google-apps.folder"
@ -61,6 +69,8 @@ class GdriveBootstrapResult:
failed: int = 0
bytesProcessed: int = 0
errors: List[str] = field(default_factory=list)
# See SharepointBootstrapResult.stoppedAtLimit — same semantics.
stoppedAtLimit: Optional[str] = None
def _syntheticFileId(connectionId: str, externalItemId: str) -> str:
@ -173,12 +183,13 @@ async def bootstrapGdrive(
dsId = ds.get("id", "")
dsNeutralize = ds.get("neutralize", False)
dsMaxAgeDays = ds.get("maxAgeDays", limits.maxAgeDays)
eff = _resolveDataSourceLimits(dsId, ds)
dsLimits = GdriveBootstrapLimits(
maxItems=limits.maxItems,
maxBytes=limits.maxBytes,
maxFileSize=limits.maxFileSize,
maxItems=eff.get("maxItems", limits.maxItems),
maxBytes=eff.get("maxBytes", limits.maxBytes),
maxFileSize=eff.get("maxFileSize", limits.maxFileSize),
skipMimePrefixes=limits.skipMimePrefixes,
maxDepth=limits.maxDepth,
maxDepth=eff.get("maxDepth", limits.maxDepth),
maxAgeDays=dsMaxAgeDays,
neutralize=dsNeutralize,
)
@ -265,8 +276,10 @@ async def _walkFolder(
for entry in entries:
if result.indexed + result.skippedDuplicate >= limits.maxItems:
_recordLimitStop(result, "maxItems", folderPath, limits)
return
if result.bytesProcessed >= limits.maxBytes:
_recordLimitStop(result, "maxBytes", folderPath, limits)
return
if progressCb and hasattr(progressCb, "isCancelled") and (result.indexed + result.skippedDuplicate) % 50 == 0 and progressCb.isCancelled():
return
@ -276,6 +289,9 @@ async def _walkFolder(
mimeType = getattr(entry, "mimeType", None) or metadata.get("mimeType")
if getattr(entry, "isFolder", False) or mimeType == FOLDER_MIME:
if depth + 1 > limits.maxDepth:
_recordLimitStop(result, "maxDepth", entryPath, limits, hard=False)
continue
await _walkFolder(
adapter=adapter,
knowledgeService=knowledgeService,
@ -298,6 +314,7 @@ async def _walkFolder(
continue
size = int(getattr(entry, "size", 0) or 0)
if size and size > limits.maxFileSize:
_recordLimitStop(result, "maxFileSize", entryPath, limits, hard=False)
result.skippedPolicy += 1
continue
modifiedTime = metadata.get("modifiedTime")
@ -451,7 +468,11 @@ async def _ingestOne(
processed = result.indexed + result.skippedDuplicate
if progressCb is not None and processed % 5 == 0:
try:
progressCb(0, f"{processed} Dateien verarbeitet, {result.indexed} indexiert")
progressCb(
0,
messageKey="{n} Dateien verarbeitet, {indexed} indexiert",
messageParams={"n": processed, "indexed": result.indexed},
)
except Exception:
pass
logger.info(
@ -470,13 +491,38 @@ async def _ingestOne(
await asyncio.sleep(0)
def _recordLimitStop(
result: GdriveBootstrapResult,
limitName: str,
where: str,
limits: GdriveBootstrapLimits,
*,
hard: bool = True,
) -> None:
"""See subConnectorSyncSharepoint._recordLimitStop for semantics."""
if hard or result.stoppedAtLimit is None:
result.stoppedAtLimit = limitName
budgetMap = {
"maxItems": limits.maxItems,
"maxBytes": limits.maxBytes,
"maxDepth": limits.maxDepth,
"maxFileSize": limits.maxFileSize,
}
logger.warning(
"gdrive walker hit %s=%s at %s — partial index (indexed=%d, bytesProcessed=%d).",
limitName, budgetMap.get(limitName), where,
result.indexed, result.bytesProcessed,
)
def _finalizeResult(connectionId: str, result: GdriveBootstrapResult, startMs: float) -> Dict[str, Any]:
durationMs = int((time.time() - startMs) * 1000)
logger.info(
"ingestion.connection.bootstrap.done part=gdrive connectionId=%s indexed=%d skippedDup=%d skippedPolicy=%d failed=%d bytes=%d durationMs=%d",
"ingestion.connection.bootstrap.done part=gdrive connectionId=%s indexed=%d skippedDup=%d skippedPolicy=%d failed=%d bytes=%d durationMs=%d stoppedAtLimit=%s",
connectionId,
result.indexed, result.skippedDuplicate, result.skippedPolicy,
result.failed, result.bytesProcessed, durationMs,
result.stoppedAtLimit or "none",
extra={
"event": "ingestion.connection.bootstrap.done",
"part": "gdrive",
@ -487,6 +533,7 @@ def _finalizeResult(connectionId: str, result: GdriveBootstrapResult, startMs: f
"failed": result.failed,
"bytes": result.bytesProcessed,
"durationMs": durationMs,
"stoppedAtLimit": result.stoppedAtLimit,
},
)
return {
@ -498,4 +545,11 @@ def _finalizeResult(connectionId: str, result: GdriveBootstrapResult, startMs: f
"bytesProcessed": result.bytesProcessed,
"durationMs": durationMs,
"errors": result.errors[:20],
"stoppedAtLimit": result.stoppedAtLimit,
"limits": {
"maxItems": MAX_ITEMS_DEFAULT,
"maxBytes": MAX_BYTES_DEFAULT,
"maxFileSize": MAX_FILE_SIZE_DEFAULT,
"maxDepth": MAX_DEPTH_DEFAULT,
},
}

6
modules/serviceCenter/services/serviceKnowledge/subConnectorSyncGmail.py
View file

@ -474,7 +474,11 @@ async def _ingestMessage(
processed = result.indexed + result.skippedDuplicate
if progressCb is not None and processed % 5 == 0:
try:
progressCb(0, f"{processed} Mails verarbeitet, {result.indexed} indexiert")
progressCb(
0,
messageKey="{n} Mails verarbeitet, {indexed} indexiert",
messageParams={"n": processed, "indexed": result.indexed},
)
except Exception:
pass
if processed % 50 == 0:

77
modules/serviceCenter/services/serviceKnowledge/subConnectorSyncKdrive.py
View file

@ -27,11 +27,19 @@ from modules.serviceCenter.services.serviceKnowledge.subWalkerHelpers import (
logger = logging.getLogger(__name__)
MAX_ITEMS_DEFAULT = 500
MAX_BYTES_DEFAULT = 200 * 1024 * 1024
MAX_FILE_SIZE_DEFAULT = 25 * 1024 * 1024
from modules.serviceCenter.services.serviceKnowledge import _ragLimits as _ragLimitsHelper
_FILES_DEFAULTS = _ragLimitsHelper.FILES_LIMITS_DEFAULT
MAX_ITEMS_DEFAULT = _FILES_DEFAULTS["maxItems"]
MAX_BYTES_DEFAULT = _FILES_DEFAULTS["maxBytes"]
MAX_FILE_SIZE_DEFAULT = _FILES_DEFAULTS["maxFileSize"]
MAX_DEPTH_DEFAULT = _FILES_DEFAULTS["maxDepth"]
SKIP_MIME_PREFIXES_DEFAULT = ("video/", "audio/")
MAX_DEPTH_DEFAULT = 4
def _resolveDataSourceLimits(dsId: str, ds: Dict[str, Any]) -> Dict[str, int]:
"""Return explicit RAG-limit overrides stored on the DataSource (or {})."""
return _ragLimitsHelper.getStoredOverrides(ds, "files")
@dataclass
@ -53,6 +61,8 @@ class KdriveBootstrapResult:
failed: int = 0
bytesProcessed: int = 0
errors: List[str] = field(default_factory=list)
# See SharepointBootstrapResult.stoppedAtLimit — same semantics.
stoppedAtLimit: Optional[str] = None
def _syntheticFileId(connectionId: str, externalItemId: str) -> str:
@ -141,12 +151,13 @@ async def bootstrapKdrive(
dsPath = ds.get("path", "")
dsId = ds.get("id", "")
dsNeutralize = ds.get("neutralize", False)
eff = _resolveDataSourceLimits(dsId, ds)
dsLimits = KdriveBootstrapLimits(
maxItems=limits.maxItems,
maxBytes=limits.maxBytes,
maxFileSize=limits.maxFileSize,
maxItems=eff.get("maxItems", limits.maxItems),
maxBytes=eff.get("maxBytes", limits.maxBytes),
maxFileSize=eff.get("maxFileSize", limits.maxFileSize),
skipMimePrefixes=limits.skipMimePrefixes,
maxDepth=limits.maxDepth,
maxDepth=eff.get("maxDepth", limits.maxDepth),
neutralize=dsNeutralize,
)
@ -232,14 +243,19 @@ async def _walkFolder(
for entry in entries:
if result.indexed + result.skippedDuplicate >= limits.maxItems:
_recordLimitStop(result, "maxItems", folderPath, limits)
return
if result.bytesProcessed >= limits.maxBytes:
_recordLimitStop(result, "maxBytes", folderPath, limits)
return
if progressCb and hasattr(progressCb, "isCancelled") and (result.indexed + result.skippedDuplicate) % 50 == 0 and progressCb.isCancelled():
return
entryPath = getattr(entry, "path", "") or ""
if getattr(entry, "isFolder", False):
if depth + 1 > limits.maxDepth:
_recordLimitStop(result, "maxDepth", entryPath, limits, hard=False)
continue
await _walkFolder(
adapter=adapter,
knowledgeService=knowledgeService,
@ -262,6 +278,7 @@ async def _walkFolder(
continue
size = int(getattr(entry, "size", 0) or 0)
if size and size > limits.maxFileSize:
_recordLimitStop(result, "maxFileSize", entryPath, limits, hard=False)
result.skippedPolicy += 1
continue
@ -408,24 +425,53 @@ async def _ingestOne(
processed = result.indexed + result.skippedDuplicate
if progressCb is not None and processed % 5 == 0:
try:
progressCb(0, f"{processed} Dateien verarbeitet, {result.indexed} indexiert")
progressCb(
0,
messageKey="{n} Dateien verarbeitet, {indexed} indexiert",
messageParams={"n": processed, "indexed": result.indexed},
)
except Exception:
pass
await asyncio.sleep(0)
def _recordLimitStop(
result: KdriveBootstrapResult,
limitName: str,
where: str,
limits: KdriveBootstrapLimits,
*,
hard: bool = True,
) -> None:
"""See subConnectorSyncSharepoint._recordLimitStop for semantics."""
if hard or result.stoppedAtLimit is None:
result.stoppedAtLimit = limitName
budgetMap = {
"maxItems": limits.maxItems,
"maxBytes": limits.maxBytes,
"maxDepth": limits.maxDepth,
"maxFileSize": limits.maxFileSize,
}
logger.warning(
"kdrive walker hit %s=%s at %s — partial index (indexed=%d, bytesProcessed=%d).",
limitName, budgetMap.get(limitName), where,
result.indexed, result.bytesProcessed,
)
def _finalizeResult(connectionId: str, result: KdriveBootstrapResult, startMs: float) -> Dict[str, Any]:
durationMs = int((time.time() - startMs) * 1000)
logger.info(
"ingestion.connection.bootstrap.done part=kdrive connectionId=%s indexed=%d skippedDup=%d skippedPolicy=%d failed=%d durationMs=%d",
"ingestion.connection.bootstrap.done part=kdrive connectionId=%s indexed=%d skippedDup=%d skippedPolicy=%d failed=%d durationMs=%d stoppedAtLimit=%s",
connectionId,
result.indexed, result.skippedDuplicate, result.skippedPolicy, result.failed,
durationMs,
durationMs, result.stoppedAtLimit or "none",
extra={"event": "ingestion.connection.bootstrap.done", "part": "kdrive",
"connectionId": connectionId, "indexed": result.indexed,
"skippedDup": result.skippedDuplicate, "skippedPolicy": result.skippedPolicy,
"failed": result.failed, "durationMs": durationMs},
"failed": result.failed, "durationMs": durationMs,
"stoppedAtLimit": result.stoppedAtLimit},
)
return {
"connectionId": result.connectionId,
@ -436,4 +482,11 @@ def _finalizeResult(connectionId: str, result: KdriveBootstrapResult, startMs: f
"bytesProcessed": result.bytesProcessed,
"durationMs": durationMs,
"errors": result.errors[:20],
"stoppedAtLimit": result.stoppedAtLimit,
"limits": {
"maxItems": MAX_ITEMS_DEFAULT,
"maxBytes": MAX_BYTES_DEFAULT,
"maxFileSize": MAX_FILE_SIZE_DEFAULT,
"maxDepth": MAX_DEPTH_DEFAULT,
},
}

6
modules/serviceCenter/services/serviceKnowledge/subConnectorSyncOutlook.py
View file

@ -460,7 +460,11 @@ async def _ingestMessage(
processed = result.indexed + result.skippedDuplicate
if progressCb is not None and processed % 5 == 0:
try:
progressCb(0, f"{processed} Mails verarbeitet, {result.indexed} indexiert")
progressCb(
0,
messageKey="{n} Mails verarbeitet, {indexed} indexiert",
messageParams={"n": processed, "indexed": result.indexed},
)
except Exception:
pass
if processed % 50 == 0:

92
modules/serviceCenter/services/serviceKnowledge/subConnectorSyncSharepoint.py
View file

@ -30,14 +30,27 @@ from modules.serviceCenter.services.serviceKnowledge.subWalkerHelpers import (
logger = logging.getLogger(__name__)
MAX_ITEMS_DEFAULT = 500
MAX_BYTES_DEFAULT = 200 * 1024 * 1024
MAX_FILE_SIZE_DEFAULT = 25 * 1024 * 1024
from modules.serviceCenter.services.serviceKnowledge import _ragLimits as _ragLimitsHelper
_FILES_DEFAULTS = _ragLimitsHelper.FILES_LIMITS_DEFAULT
MAX_ITEMS_DEFAULT = _FILES_DEFAULTS["maxItems"]
MAX_BYTES_DEFAULT = _FILES_DEFAULTS["maxBytes"]
MAX_FILE_SIZE_DEFAULT = _FILES_DEFAULTS["maxFileSize"]
MAX_DEPTH_DEFAULT = _FILES_DEFAULTS["maxDepth"]
SKIP_MIME_PREFIXES_DEFAULT = ("video/", "audio/")
MAX_DEPTH_DEFAULT = 4
MAX_SITES_DEFAULT = 3
def _resolveDataSourceLimits(dsId: str, ds: Dict[str, Any]) -> Dict[str, int]:
"""Return explicit RAG-limit overrides stored on the DataSource.
Empty dict means "use caller-supplied limits" — never overrides them with
defaults. Used to merge per-DataSource user settings on top of the
walker's runtime limits.
"""
return _ragLimitsHelper.getStoredOverrides(ds, "files")
@dataclass
class SharepointBootstrapLimits:
maxItems: int = MAX_ITEMS_DEFAULT
@ -59,6 +72,10 @@ class SharepointBootstrapResult:
failed: int = 0
bytesProcessed: int = 0
errors: List[str] = field(default_factory=list)
# First budget that hit zero; None means the walk completed naturally.
# Surfaces in the bootstrap result so the RAG inventory UI can warn the
# user that the corpus is incomplete and tell them which knob to turn.
stoppedAtLimit: Optional[str] = None # "maxItems" | "maxBytes" | "maxDepth" | "maxFileSize" | None
def _syntheticFileId(connectionId: str, externalItemId: str) -> str:
@ -161,12 +178,13 @@ async def bootstrapSharepoint(
dsPath = ds.get("path", "")
dsId = ds.get("id", "")
dsNeutralize = ds.get("neutralize", False)
eff = _resolveDataSourceLimits(dsId, ds)
dsLimits = SharepointBootstrapLimits(
maxItems=limits.maxItems,
maxBytes=limits.maxBytes,
maxFileSize=limits.maxFileSize,
maxItems=eff.get("maxItems", limits.maxItems),
maxBytes=eff.get("maxBytes", limits.maxBytes),
maxFileSize=eff.get("maxFileSize", limits.maxFileSize),
skipMimePrefixes=limits.skipMimePrefixes,
maxDepth=limits.maxDepth,
maxDepth=eff.get("maxDepth", limits.maxDepth),
maxSites=limits.maxSites,
neutralize=dsNeutralize,
)
@ -259,14 +277,22 @@ async def _walkFolder(
for entry in entries:
if result.indexed + result.skippedDuplicate >= limits.maxItems:
_recordLimitStop(result, "maxItems", folderPath, limits)
return
if result.bytesProcessed >= limits.maxBytes:
_recordLimitStop(result, "maxBytes", folderPath, limits)
return
if progressCb and hasattr(progressCb, "isCancelled") and (result.indexed + result.skippedDuplicate) % 50 == 0 and progressCb.isCancelled():
return
entryPath = getattr(entry, "path", "") or ""
if getattr(entry, "isFolder", False):
if depth + 1 > limits.maxDepth:
# We stop descending here but keep walking siblings.
# Record once per bootstrap so the UI shows "maxDepth" even
# if other budgets aren't exhausted yet.
_recordLimitStop(result, "maxDepth", entryPath, limits, hard=False)
continue
await _walkFolder(
adapter=adapter,
knowledgeService=knowledgeService,
@ -289,6 +315,7 @@ async def _walkFolder(
continue
size = int(getattr(entry, "size", 0) or 0)
if size and size > limits.maxFileSize:
_recordLimitStop(result, "maxFileSize", entryPath, limits, hard=False)
result.skippedPolicy += 1
continue
@ -428,7 +455,11 @@ async def _ingestOne(
processed = result.indexed + result.skippedDuplicate
if progressCb is not None and processed % 5 == 0:
try:
progressCb(0, f"{processed} Dateien verarbeitet, {result.indexed} indexiert")
progressCb(
0,
messageKey="{n} Dateien verarbeitet, {indexed} indexiert",
messageParams={"n": processed, "indexed": result.indexed},
)
except Exception:
pass
if processed % 50 == 0:
@ -443,13 +474,44 @@ async def _ingestOne(
await asyncio.sleep(0)
def _recordLimitStop(
result: SharepointBootstrapResult,
limitName: str,
where: str,
limits: SharepointBootstrapLimits,
*,
hard: bool = True,
) -> None:
"""Mark the FIRST limit that bit. Soft hits (per-file maxFileSize, per-folder
maxDepth) only record when no hard limit has yet stopped the run, so the UI
surfaces the most important reason.
Hard limits (maxItems / maxBytes) ALWAYS overwrite a previously recorded
soft limit — once a hard cap is hit, the corpus is provably incomplete.
"""
if hard or result.stoppedAtLimit is None:
result.stoppedAtLimit = limitName
budgetMap = {
"maxItems": limits.maxItems,
"maxBytes": limits.maxBytes,
"maxDepth": limits.maxDepth,
"maxFileSize": limits.maxFileSize,
}
logger.warning(
"sharepoint walker hit %s=%s at %s — partial index "
"(indexed=%d, bytesProcessed=%d). Raise the limit or split the data source.",
limitName, budgetMap.get(limitName), where,
result.indexed, result.bytesProcessed,
)
def _finalizeResult(connectionId: str, result: SharepointBootstrapResult, startMs: float) -> Dict[str, Any]:
durationMs = int((time.time() - startMs) * 1000)
logger.info(
"ingestion.connection.bootstrap.done part=sharepoint connectionId=%s indexed=%d skippedDup=%d skippedPolicy=%d failed=%d durationMs=%d",
"ingestion.connection.bootstrap.done part=sharepoint connectionId=%s indexed=%d skippedDup=%d skippedPolicy=%d failed=%d durationMs=%d stoppedAtLimit=%s",
connectionId,
result.indexed, result.skippedDuplicate, result.skippedPolicy, result.failed,
durationMs,
durationMs, result.stoppedAtLimit or "none",
extra={
"event": "ingestion.connection.bootstrap.done",
"part": "sharepoint",
@ -459,6 +521,7 @@ def _finalizeResult(connectionId: str, result: SharepointBootstrapResult, startM
"skippedPolicy": result.skippedPolicy,
"failed": result.failed,
"durationMs": durationMs,
"stoppedAtLimit": result.stoppedAtLimit,
},
)
return {
@ -470,4 +533,11 @@ def _finalizeResult(connectionId: str, result: SharepointBootstrapResult, startM
"bytesProcessed": result.bytesProcessed,
"durationMs": durationMs,
"errors": result.errors[:20],
"stoppedAtLimit": result.stoppedAtLimit,
"limits": {
"maxItems": MAX_ITEMS_DEFAULT,
"maxBytes": MAX_BYTES_DEFAULT,
"maxFileSize": MAX_FILE_SIZE_DEFAULT,
"maxDepth": MAX_DEPTH_DEFAULT,
},
}

289
modules/serviceCenter/services/serviceKnowledge/subFeatureBootstrap.py Normal file
View file

@ -0,0 +1,289 @@
# Copyright (c) 2025 Patrick Motsch
# All rights reserved.
"""Feature-data RAG bootstrap: indexes FeatureDataSource rows into the knowledge store.
Analogous to connection.bootstrap for external connections (Google, Microsoft),
this handler reads FeatureDataSource records with ragIndexEnabled=True, queries
the underlying feature tables via FeatureDataProvider, serialises each row into
text, and feeds it through KnowledgeService.requestIngestion so the data
appears in ContentChunk embeddings for semantic RAG search.
Job type: ``feature.bootstrap``
Payload: ``{"workspaceInstanceId": "...", "featureDataSourceIds": [...] (optional)}``
"""
from __future__ import annotations
import json
import logging
from typing import Any, Dict, List, Optional
logger = logging.getLogger(__name__)
FEATURE_BOOTSTRAP_JOB_TYPE = "feature.bootstrap"
def _loadRagEnabledFds(workspaceInstanceId: str, featureDataSourceIds: Optional[List[str]] = None):
"""Load FeatureDataSource rows whose effective ragIndexEnabled is True.
Returns dicts with resolved flags so downstream code can read them directly.
"""
from modules.interfaces.interfaceDbApp import getRootInterface
from modules.datamodels.datamodelFeatureDataSource import FeatureDataSource
from modules.serviceCenter.services.serviceKnowledge._inheritFlags import getEffectiveFlagFds
rootIf = getRootInterface()
allFds = rootIf.db.getRecordset(
FeatureDataSource, recordFilter={"workspaceInstanceId": workspaceInstanceId}
)
resolved = []
for fds in allFds:
tblName = (fds.get("tableName") if isinstance(fds, dict) else getattr(fds, "tableName", "")) or ""
fCode = (fds.get("featureCode") if isinstance(fds, dict) else getattr(fds, "featureCode", "")) or ""
if tblName == "*" or not tblName or not fCode:
continue
effRag = getEffectiveFlagFds(fds, "ragIndexEnabled", allFds, mode="aggregate")
if effRag is not True:
continue
row = dict(fds) if isinstance(fds, dict) else {**fds.__dict__}
row["_effectiveNeutralize"] = getEffectiveFlagFds(fds, "neutralize", allFds, mode="aggregate")
row["_effectiveScope"] = getEffectiveFlagFds(fds, "scope", allFds, mode="aggregate") or "featureInstance"
row["ragIndexEnabled"] = True
resolved.append(row)
if featureDataSourceIds:
idSet = set(featureDataSourceIds)
resolved = [r for r in resolved if r.get("id") in idSet]
return resolved
def _serializeRowToText(row: Dict[str, Any], neutralizeFields: Optional[List[str]] = None) -> str:
"""Convert a feature-table row into readable text for embedding.
Skips internal fields (starting with '_' or 'sys') and produces
``key: value`` lines that embed well semantically.
"""
neutralizeSet = set(neutralizeFields or [])
lines = []
for key, value in row.items():
if key.startswith("_") or key.startswith("sys"):
continue
if key == "id":
continue
if value is None or value == "" or value == []:
continue
if key in neutralizeSet:
value = "[REDACTED]"
elif isinstance(value, (dict, list)):
value = json.dumps(value, ensure_ascii=False, default=str)
else:
value = str(value)
lines.append(f"{key}: {value}")
return "\n".join(lines)
def _getFeatureDbConnector(featureCode: str):
"""Create a lightweight DB connector to the feature database."""
from modules.connectors.connectorDbPostgre import DatabaseConnector
from modules.shared.configuration import APP_CONFIG
dbName = f"poweron_{featureCode.lower()}"
return DatabaseConnector(
dbHost=APP_CONFIG.get("DB_HOST", "localhost"),
dbDatabase=dbName,
dbUser=APP_CONFIG.get("DB_USER"),
dbPassword=APP_CONFIG.get("DB_PASSWORD_SECRET"),
dbPort=int(APP_CONFIG.get("DB_PORT", 5432)),
userId="system.feature_bootstrap",
)
async def _featureBootstrapHandler(
job: Dict[str, Any],
progressCb,
) -> Dict[str, Any]:
"""Walk RAG-enabled FeatureDataSources and index their rows."""
payload = job.get("payload") or {}
workspaceInstanceId = payload.get("workspaceInstanceId")
featureDataSourceIds = payload.get("featureDataSourceIds")
if not workspaceInstanceId:
raise ValueError("feature.bootstrap requires payload.workspaceInstanceId")
progressCb(5, messageKey="Feature-Datenquellen werden geladen...")
fdsList = _loadRagEnabledFds(workspaceInstanceId, featureDataSourceIds)
if not fdsList:
logger.info(
"feature.bootstrap.skipped — no rag-enabled FDS for workspace %s",
workspaceInstanceId,
)
return {"workspaceInstanceId": workspaceInstanceId, "skipped": True, "reason": "no_rag_enabled_fds"}
from modules.serviceCenter.services.serviceAgent.featureDataProvider import FeatureDataProvider
from modules.serviceCenter.services.serviceKnowledge.mainServiceKnowledge import IngestionJob
from modules.serviceCenter.context import ServiceCenterContext
from modules.serviceCenter import getService
from modules.security.rootAccess import getRootUser
totalIndexed = 0
totalSkipped = 0
totalFailed = 0
fdsResults = []
for fdsIdx, fds in enumerate(fdsList):
fdsId = fds.get("id", "")
featureCode = fds.get("featureCode", "")
tableName = fds.get("tableName", "")
featureInstanceId = fds.get("featureInstanceId", "")
mandateId = fds.get("mandateId", "")
neutralizeFields = fds.get("neutralizeFields") or []
recordFilter = fds.get("recordFilter") or {}
effectiveScope = fds.get("_effectiveScope", "featureInstance")
effectiveNeutralize = bool(fds.get("_effectiveNeutralize", False))
progressPct = 5 + int(90 * fdsIdx / len(fdsList))
progressCb(
progressPct,
messageKey="Indexiere {table} ({n}/{total})...",
messageParams={"table": tableName, "n": fdsIdx + 1, "total": len(fdsList)},
)
if not featureCode or not tableName or not featureInstanceId:
logger.warning("feature.bootstrap: skipping FDS %s — missing featureCode/tableName/fiId", fdsId)
continue
try:
dbConnector = _getFeatureDbConnector(featureCode)
provider = FeatureDataProvider(dbConnector)
rootUser = getRootUser()
ctx = ServiceCenterContext(
user=rootUser,
mandate_id=mandateId,
feature_instance_id=workspaceInstanceId,
)
knowledgeService = getService("knowledge", ctx)
extraFilters = [
{"field": k, "op": "=", "value": v}
for k, v in recordFilter.items()
] if recordFilter else None
batchSize = 200
offset = 0
fdsIndexed = 0
fdsSkipped = 0
fdsFailed = 0
while True:
result = provider.browseTable(
tableName=tableName,
featureInstanceId=featureInstanceId,
mandateId=mandateId,
limit=batchSize,
offset=offset,
extraFilters=extraFilters,
)
rows = result.get("rows", [])
if not rows:
break
for row in rows:
rowId = row.get("id", "")
if not rowId:
continue
textContent = _serializeRowToText(row, neutralizeFields if effectiveNeutralize else None)
if not textContent.strip():
fdsSkipped += 1
continue
contentVersion = str(row.get("sysUpdatedAt") or row.get("sysCreatedAt") or "")
ingestionJob = IngestionJob(
sourceKind="feature_record",
sourceId=f"{workspaceInstanceId}:{tableName}:{rowId}",
fileName=f"{tableName}-{rowId}",
mimeType="application/vnd.poweron.feature-record+json",
userId=fds.get("userId") or "system",
featureInstanceId=workspaceInstanceId,
mandateId=mandateId,
contentObjects=[{
"contentType": "text",
"data": textContent,
"contextRef": {
"table": tableName,
"featureCode": featureCode,
"featureInstanceId": featureInstanceId,
"rowId": rowId,
},
"contentObjectId": f"{tableName}:{rowId}",
}],
structure={"sourceTable": tableName, "featureCode": featureCode},
contentVersion=contentVersion,
provenance={
"featureDataSourceId": fdsId,
"tableName": tableName,
"featureCode": featureCode,
"featureInstanceId": featureInstanceId,
},
neutralize=effectiveNeutralize,
)
try:
handle = await knowledgeService.requestIngestion(ingestionJob)
if handle.status == "failed":
fdsFailed += 1
logger.warning(
"feature.bootstrap: ingestion failed fds=%s table=%s row=%s error=%s",
fdsId, tableName, rowId, handle.error,
)
elif handle.status == "duplicate":
fdsSkipped += 1
else:
fdsIndexed += 1
except Exception as ingErr:
fdsFailed += 1
logger.error(
"feature.bootstrap: ingestion error fds=%s row=%s: %s",
fdsId, rowId, ingErr,
)
offset += batchSize
if len(rows) < batchSize:
break
totalIndexed += fdsIndexed
totalSkipped += fdsSkipped
totalFailed += fdsFailed
fdsResults.append({
"featureDataSourceId": fdsId,
"tableName": tableName,
"featureCode": featureCode,
"indexed": fdsIndexed,
"skippedDuplicate": fdsSkipped,
"failed": fdsFailed,
})
except Exception as fdsErr:
logger.error(
"feature.bootstrap: error processing FDS %s (%s.%s): %s",
fdsId, featureCode, tableName, fdsErr, exc_info=True,
)
fdsResults.append({
"featureDataSourceId": fdsId,
"tableName": tableName,
"featureCode": featureCode,
"error": str(fdsErr),
})
progressCb(100, messageKey="Feature-Daten-Sync abgeschlossen.")
return {
"workspaceInstanceId": workspaceInstanceId,
"indexed": totalIndexed,
"skippedDuplicate": totalSkipped,
"failed": totalFailed,
"dataSources": fdsResults,
}

78
modules/serviceCenter/services/serviceKnowledge/subPolicyResolver.py
View file

@ -1,78 +0,0 @@
# Copyright (c) 2025 Patrick Motsch
# All rights reserved.
"""Resolve effective policies (neutralize, ragIndexEnabled) for DataSource tree hierarchies.
Tree-inheritance rule: nearest ancestor DataSource with an explicit value wins.
If no ancestor has a value, the default (False) is used.
"""
from __future__ import annotations
import logging
from typing import Any, Dict, List, Optional
logger = logging.getLogger(__name__)
def resolveEffectiveNeutralize(
ds: Dict[str, Any],
allDataSources: List[Dict[str, Any]],
) -> bool:
"""Compute effective neutralize by walking up the path tree.
A DataSource at /sites/HR/Documents inherits from /sites/HR if
that ancestor has neutralize=True and the child has no explicit override.
"""
ownValue = ds.get("neutralize")
if ownValue is not None and ownValue is not False:
return True
if ownValue is False:
return False
return _findAncestorPolicy(ds, allDataSources, "neutralize")
def resolveEffectiveRagIndexEnabled(
ds: Dict[str, Any],
allDataSources: List[Dict[str, Any]],
) -> bool:
"""Compute effective ragIndexEnabled by walking up the path tree."""
ownValue = ds.get("ragIndexEnabled")
if ownValue is True:
return True
if ownValue is False:
return False
return _findAncestorPolicy(ds, allDataSources, "ragIndexEnabled")
def _findAncestorPolicy(
ds: Dict[str, Any],
allDataSources: List[Dict[str, Any]],
field: str,
) -> bool:
"""Walk ancestors (longest-prefix match) to find an inherited policy value."""
dsPath = ds.get("path", "")
connectionId = ds.get("connectionId", "")
if not dsPath:
return False
ancestors = []
for candidate in allDataSources:
if candidate.get("id") == ds.get("id"):
continue
if candidate.get("connectionId") != connectionId:
continue
candidatePath = candidate.get("path", "")
if not candidatePath:
continue
if dsPath.startswith(candidatePath) and len(candidatePath) < len(dsPath):
ancestors.append(candidate)
ancestors.sort(key=lambda a: len(a.get("path", "")), reverse=True)
for ancestor in ancestors:
val = ancestor.get(field)
if val is True:
return True
if val is False:
return False
return False

17
modules/serviceCenter/services/serviceKnowledge/subWalkerHelpers.py
View file

@ -15,8 +15,9 @@ up with "Job stuck at 10% for 10h" zombies.
These helpers wrap each phase in `asyncio.wait_for`. Sync extraction runs
on a worker thread so the loop stays responsive. Every wrapped call also
emits a short start/done log line, so when something hangs we know the
exact item that caused it (path, size, mime).
emits start/done log lines at DEBUG so normal INFO logs stay quiet; for
stuck-job triage, enable DEBUG for this module — the last
``walker.item.start`` before a hang still pinpoints the item (path, size, mime).
"""
from __future__ import annotations
@ -48,7 +49,7 @@ async def downloadWithTimeout(
used in log messages so we can pinpoint the offending item in case of a
hang or timeout.
"""
logger.info("walker.download.start %s timeout=%ds", label, timeoutSeconds)
logger.debug("walker.download.start %s timeout=%ds", label, timeoutSeconds)
try:
result = await asyncio.wait_for(awaitable, timeout=timeoutSeconds)
logger.debug("walker.download.done %s", label)
@ -71,7 +72,7 @@ async def extractWithTimeout(
keep running until the process exits — but at least the walker proceeds
to the next item instead of freezing forever.
"""
logger.info("walker.extract.start %s timeout=%ds", label, timeoutSeconds)
logger.debug("walker.extract.start %s timeout=%ds", label, timeoutSeconds)
try:
result = await asyncio.wait_for(
asyncio.to_thread(syncFn, *args),
@ -102,15 +103,15 @@ async def ingestWithTimeout(
def logItemStart(service: str, label: str, *, sizeBytes: Optional[int] = None, mime: Optional[str] = None) -> None:
"""Log that processing of one item is about to begin.
"""Log that processing of one item is about to begin (DEBUG).
When the worker hangs, the LAST `walker.item.start` line in the log
points to the exact item that caused the freeze. This is the single
most valuable diagnostic for stuck-job triage.
points to the exact item that caused the freeze. Enable DEBUG for this
module during triage.
"""
parts = [f"walker.item.start service={service} path={label}"]
if sizeBytes is not None:
parts.append(f"size={sizeBytes}")
if mime:
parts.append(f"mime={mime}")
logger.info(" ".join(parts))
logger.debug(" ".join(parts))

27
modules/serviceCenter/services/serviceSharepoint/mainServiceSharepoint.py
View file

@ -327,27 +327,20 @@ class SharepointService:
return None
async def uploadFile(self, siteId: str, folderPath: str, fileName: str, content: bytes) -> Dict[str, Any]:
"""Upload a file to SharePoint."""
try:
# Clean the path
cleanPath = folderPath.lstrip('/')
uploadPath = f"{cleanPath.rstrip('/')}/{fileName}"
endpoint = f"sites/{siteId}/drive/root:/{uploadPath}:/content"
"""Upload a file to SharePoint. Raises on failure."""
cleanPath = folderPath.lstrip('/')
uploadPath = f"{cleanPath.rstrip('/')}/{fileName}"
endpoint = f"sites/{siteId}/drive/root:/{uploadPath}:/content"
logger.info(f"Uploading file to: {endpoint}")
logger.info(f"Uploading file to: {endpoint}")
result = await self._makeGraphApiCall(endpoint, method="PUT", data=content)
result = await self._makeGraphApiCall(endpoint, method="PUT", data=content)
if "error" in result:
logger.error(f"Upload failed: {result['error']}")
return result
if "error" in result:
raise Exception(f"Upload failed: {result['error']}")
logger.info(f"File uploaded successfully: {fileName}")
return result
except Exception as e:
logger.error(f"Error uploading file: {str(e)}")
return {"error": f"Error uploading file: {str(e)}"}
logger.info(f"File uploaded successfully: {fileName}")
return result
async def downloadFile(self, siteId: str, fileId: str) -> Optional[bytes]:
"""Download a file from SharePoint."""

63
modules/shared/configuration.py
View file

@ -12,7 +12,8 @@ import logging
import json
import base64
import time
from typing import Any, Dict, Optional
import threading
from typing import Any, Dict, Optional, Tuple
from pathlib import Path
from cryptography.fernet import Fernet
from cryptography.hazmat.primitives import hashes
@ -286,6 +287,16 @@ def handleSecretJson(value: str, userId: str = "system", keyName: str = "unknown
# Structure: {user_id: {key_name: [timestamps]}}
_decryption_attempts = {}
# Process-wide plaintext cache for decrypted secrets.
# Key: the encrypted ciphertext (which already includes env prefix).
# Value: (expiresAtMonotonic, plaintext).
# TTL is short enough that key rotation propagates quickly, long enough that
# hot DB-init paths (every API call building a connector) don't blow the
# decryption rate limit. 60s is a deliberate compromise.
_DECRYPTION_CACHE_TTL_S = 60.0
_decryption_cache: Dict[str, Tuple[float, str]] = {}
_decryption_cache_lock = threading.Lock()
def _getMasterKey(envType: str = None) -> bytes:
"""
Get the master key for the specified environment.
@ -486,25 +497,43 @@ def encryptValue(value: str, envType: str = None, userId: str = "system", keyNam
def decryptValue(encryptedValue: str, userId: str = "system", keyName: str = "unknown") -> str:
"""
Decrypt a value using the master key for the current environment.
A short-lived plaintext cache (TTL `_DECRYPTION_CACHE_TTL_S`) is consulted
first. The 10/sec rate-limit on cache misses still protects against
brute-force attacks; cache HITS bypass it because they are not actual
cryptographic operations — they just return the result of an earlier
successful decrypt. Without this cache, hot paths like
`mainBackgroundJobService._getDb()` (called per RAG inventory poll AND
per walker DB call) trigger the rate limit and surface as
"Decryption rate limit exceeded for user 'system' key 'DB_PASSWORD_SECRET'"
ERRORs in the RAG inventory UI route.
Args:
encryptedValue: The encrypted value with prefix
userId: The user ID making the request (default: "system")
keyName: The name of the key being decrypted (default: "unknown")
Returns:
str: The decrypted plain text value
Raises:
ValueError: If decryption fails
"""
if not _isEncryptedValue(encryptedValue):
return encryptedValue # Return as-is if not encrypted
# Check rate limiting (10 per second per user per key)
# Cache lookup BEFORE the rate-limit check: a cache hit is not a new
# cryptographic operation and must not be throttled.
now = time.monotonic()
with _decryption_cache_lock:
cached = _decryption_cache.get(encryptedValue)
if cached is not None and cached[0] > now:
return cached[1]
# Cache miss → real decrypt → apply rate limit.
if not _checkDecryptionRateLimit(userId, keyName, maxPerSecond=10):
raise ValueError(f"Decryption rate limit exceeded for user '{userId}' key '{keyName}' (10/sec)")
try:
# Extract environment type from prefix
if encryptedValue.startswith('DEV_ENC:'):
@ -536,7 +565,7 @@ def decryptValue(encryptedValue: str, userId: str = "system", keyName: str = "un
encryptedBytes = base64.urlsafe_b64decode(encryptedPart.encode('utf-8'))
decryptedBytes = fernet.decrypt(encryptedBytes)
decryptedValue = decryptedBytes.decode('utf-8')
# Log audit event for decryption
try:
from modules.shared.auditLogger import audit_logger
@ -549,11 +578,25 @@ def decryptValue(encryptedValue: str, userId: str = "system", keyName: str = "un
except Exception:
# Don't fail if audit logging fails
pass
# Populate cache so subsequent reads of the same ciphertext don't
# re-decrypt (and don't consume rate-limit budget).
with _decryption_cache_lock:
_decryption_cache[encryptedValue] = (
time.monotonic() + _DECRYPTION_CACHE_TTL_S,
decryptedValue,
)
return decryptedValue
except Exception as e:
raise ValueError(f"Decryption failed: {e}")
def clearDecryptionCache() -> None:
"""Drop all cached plaintext secrets. Call after key rotation or in tests."""
with _decryption_cache_lock:
_decryption_cache.clear()
# Create the global APP_CONFIG instance
APP_CONFIG = Configuration()

101
modules/shared/dbMultiTenantOptimizations.py
View file

@ -33,20 +33,35 @@ def _ensureUamTablesMatchModels(dbConnector) -> None:
logger.debug(f"_ensureUamTablesMatchModels: {e}")
def _getConnection(dbConnector):
"""Get a connection from the DatabaseConnector.
Ensures the connection is alive and returns it.
Commits any pending transaction first to avoid blocking.
from contextlib import contextmanager
@contextmanager
def _borrowDbConn(dbConnector):
"""Borrow a pooled connection from the DatabaseConnector.
Index/trigger/FK creation traditionally ran with `conn.autocommit = True`
so each CREATE statement is its own transaction (DDL on a managed
connection blocks waiting for COMMIT). This helper preserves that
behaviour on top of the pool: borrow a connection, flip it to autocommit,
yield it, and restore the previous state before returning it to the pool.
"""
dbConnector._ensure_connection()
conn = dbConnector.connection
# Commit any pending transaction to avoid blocking
try:
conn.commit()
except Exception:
pass # Ignore if nothing to commit
return conn
with dbConnector.borrowConn() as conn:
try:
previousAutocommit = conn.autocommit
except Exception:
previousAutocommit = False
try:
conn.autocommit = True
except Exception as e:
logger.debug(f"Could not set autocommit on borrowed connection: {e}")
try:
yield conn
finally:
try:
conn.autocommit = previousAutocommit
except Exception:
pass
# =============================================================================
@ -174,73 +189,42 @@ def applyMultiTenantOptimizations(dbConnector, tables: Optional[List[str]] = Non
}
try:
# Get a connection from the connector
conn = _getConnection(dbConnector)
# Save and set autocommit state
try:
originalAutocommit = conn.autocommit
except Exception:
originalAutocommit = False
try:
conn.autocommit = True
except Exception as autoErr:
logger.debug(f"Could not set autocommit: {autoErr}")
try:
_ensureUamTablesMatchModels(dbConnector)
except Exception as preIdxErr:
logger.debug(f"Pre-index table ensure: {preIdxErr}")
try:
with _borrowDbConn(dbConnector) as conn:
with conn.cursor() as cursor:
# Apply indexes
results["indexesCreated"] = _applyIndexes(cursor, tables)
# Apply foreign keys
results["foreignKeysCreated"] = _applyForeignKeys(cursor, tables)
# Apply immutable triggers
results["triggersCreated"] = _applyImmutableTriggers(cursor, tables)
logger.info(
f"Multi-tenant optimizations applied: "
f"{results['indexesCreated']} indexes, "
f"{results['triggersCreated']} triggers, "
f"{results['foreignKeysCreated']} foreign keys"
)
finally:
# Restore original autocommit state
try:
conn.autocommit = originalAutocommit
except Exception:
pass
logger.info(
f"Multi-tenant optimizations applied: "
f"{results['indexesCreated']} indexes, "
f"{results['triggersCreated']} triggers, "
f"{results['foreignKeysCreated']} foreign keys"
)
except Exception as e:
logger.error(f"Error applying multi-tenant optimizations: {type(e).__name__}: {e}")
results["errors"].append(str(e))
return results
def applyIndexesOnly(dbConnector, tables: Optional[List[str]] = None) -> int:
"""Apply only indexes (lighter operation, safe for frequent calls)."""
try:
conn = _getConnection(dbConnector)
originalAutocommit = conn.autocommit
conn.autocommit = True
try:
_ensureUamTablesMatchModels(dbConnector)
except Exception as preIdxErr:
logger.debug(f"Pre-index table ensure: {preIdxErr}")
try:
with _borrowDbConn(dbConnector) as conn:
with conn.cursor() as cursor:
return _applyIndexes(cursor, tables)
finally:
conn.autocommit = originalAutocommit
except Exception as e:
logger.error(f"Error applying indexes: {e}")
return 0
@ -514,8 +498,7 @@ def getOptimizationStatus(dbConnector) -> dict:
}
try:
conn = _getConnection(dbConnector)
with conn.cursor() as cursor:
with _borrowDbConn(dbConnector) as conn, conn.cursor() as cursor:
# Check regular indexes
for tableName, indexName, _ in _INDEXES:
if _tableExists(cursor, tableName):

178
modules/shared/gdprDeletion.py
View file

@ -60,11 +60,9 @@ def _getTableColumns(dbConnector, tableName: str) -> List[str]:
ORDER BY ordinal_position
"""
cursor = dbConnector.connection.cursor()
cursor.execute(query, (tableName,))
columns = [row[0] for row in cursor.fetchall()]
cursor.close()
with dbConnector.borrowCursor() as cursor:
cursor.execute(query, (tableName,))
columns = [row[0] for row in cursor.fetchall()]
return columns
except Exception as e:
logger.error(f"Error getting columns for table {tableName}: {e}")
@ -92,29 +90,26 @@ def _getAllTables(dbConnector) -> List[str]:
ORDER BY table_name
"""
cursor = dbConnector.connection.cursor()
cursor.execute(query)
allTables = [row[0] for row in cursor.fetchall()]
# Get foreign key relationships to determine dependency order
fkQuery = """
SELECT
tc.table_name,
ccu.table_name AS foreign_table_name
FROM information_schema.table_constraints AS tc
JOIN information_schema.key_column_usage AS kcu
ON tc.constraint_name = kcu.constraint_name
AND tc.table_schema = kcu.table_schema
JOIN information_schema.constraint_column_usage AS ccu
ON ccu.constraint_name = tc.constraint_name
AND ccu.table_schema = tc.table_schema
WHERE tc.constraint_type = 'FOREIGN KEY'
AND tc.table_schema = 'public'
"""
cursor.execute(fkQuery)
foreignKeys = cursor.fetchall()
cursor.close()
with dbConnector.borrowCursor() as cursor:
cursor.execute(query)
allTables = [row[0] for row in cursor.fetchall()]
fkQuery = """
SELECT
tc.table_name,
ccu.table_name AS foreign_table_name
FROM information_schema.table_constraints AS tc
JOIN information_schema.key_column_usage AS kcu
ON tc.constraint_name = kcu.constraint_name
AND tc.table_schema = kcu.table_schema
JOIN information_schema.constraint_column_usage AS ccu
ON ccu.constraint_name = tc.constraint_name
AND ccu.table_schema = tc.table_schema
WHERE tc.constraint_type = 'FOREIGN KEY'
AND tc.table_schema = 'public'
"""
cursor.execute(fkQuery)
foreignKeys = cursor.fetchall()
# Build dependency graph (child -> parent mapping)
dependencies = {}
@ -154,10 +149,9 @@ def _getAllTables(dbConnector) -> List[str]:
# Fallback: return simple list without ordering
try:
query = "SELECT table_name FROM information_schema.tables WHERE table_schema = 'public' AND table_type = 'BASE TABLE'"
cursor = dbConnector.connection.cursor()
cursor.execute(query)
tables = [row[0] for row in cursor.fetchall()]
cursor.close()
with dbConnector.borrowCursor() as cursor:
cursor.execute(query)
tables = [row[0] for row in cursor.fetchall()]
return [t for t in tables if t not in PROTECTED_TABLES]
except Exception:
return []
@ -184,11 +178,9 @@ def _getPrimaryKeyColumns(dbConnector, tableName: str) -> List[str]:
AND i.indisprimary
"""
cursor = dbConnector.connection.cursor()
cursor.execute(query, (tableName,))
pkColumns = [row[0] for row in cursor.fetchall()]
cursor.close()
with dbConnector.borrowCursor() as cursor:
cursor.execute(query, (tableName,))
pkColumns = [row[0] for row in cursor.fetchall()]
return pkColumns
except Exception as e:
logger.debug(f"Could not get primary key for {tableName}: {e}")
@ -229,21 +221,15 @@ def _findUserReferencesInTable(
return {}
references = {}
cursor = dbConnector.connection.cursor()
for userColumn in userColumns:
# Build SELECT for primary key columns
pkSelect = ", ".join([f'"{pk}"' for pk in pkColumns])
query = f'SELECT {pkSelect} FROM "{tableName}" WHERE "{userColumn}" = %s'
cursor.execute(query, (userId,))
recordKeys = cursor.fetchall()
if recordKeys:
references[userColumn] = recordKeys
logger.debug(f"Found {len(recordKeys)} records in {tableName}.{userColumn} for user {userId}")
cursor.close()
with dbConnector.borrowCursor() as cursor:
for userColumn in userColumns:
pkSelect = ", ".join([f'"{pk}"' for pk in pkColumns])
query = f'SELECT {pkSelect} FROM "{tableName}" WHERE "{userColumn}" = %s'
cursor.execute(query, (userId,))
recordKeys = cursor.fetchall()
if recordKeys:
references[userColumn] = recordKeys
logger.debug(f"Found {len(recordKeys)} records in {tableName}.{userColumn} for user {userId}")
return references
except Exception as e:
@ -277,42 +263,35 @@ def _anonymizeRecords(
return 0
try:
cursor = dbConnector.connection.cursor()
# Resolve column metadata once outside the borrow block (it borrows its
# own connection internally).
columns = _getTableColumns(dbConnector, tableName)
hasModifiedAt = "sysModifiedAt" in columns
count = 0
for recordKey in recordKeys:
# Build WHERE clause for primary key
whereClause = " AND ".join([f'"{pk}" = %s' for pk in pkColumns])
# Check if table has sysModifiedAt column
columns = _getTableColumns(dbConnector, tableName)
hasModifiedAt = "sysModifiedAt" in columns
if hasModifiedAt:
query = f'UPDATE "{tableName}" SET "{columnName}" = %s, "sysModifiedAt" = %s WHERE {whereClause}'
params = [anonymousValue, getUtcTimestamp()]
else:
query = f'UPDATE "{tableName}" SET "{columnName}" = %s WHERE {whereClause}'
params = [anonymousValue]
# Add primary key values to params
if isinstance(recordKey, tuple):
params.extend(recordKey)
else:
params.append(recordKey)
cursor.execute(query, params)
count += cursor.rowcount
dbConnector.connection.commit()
cursor.close()
with dbConnector.borrowCursor() as cursor:
for recordKey in recordKeys:
whereClause = " AND ".join([f'"{pk}" = %s' for pk in pkColumns])
if hasModifiedAt:
query = f'UPDATE "{tableName}" SET "{columnName}" = %s, "sysModifiedAt" = %s WHERE {whereClause}'
params = [anonymousValue, getUtcTimestamp()]
else:
query = f'UPDATE "{tableName}" SET "{columnName}" = %s WHERE {whereClause}'
params = [anonymousValue]
if isinstance(recordKey, tuple):
params.extend(recordKey)
else:
params.append(recordKey)
cursor.execute(query, params)
count += cursor.rowcount
logger.info(f"Anonymized {count} records in {tableName}.{columnName}")
return count
except Exception as e:
logger.error(f"Error anonymizing records in {tableName}.{columnName}: {e}")
dbConnector.connection.rollback()
return 0
@ -338,32 +317,23 @@ def _deleteRecords(
return 0
try:
cursor = dbConnector.connection.cursor()
count = 0
for recordKey in recordKeys:
# Build WHERE clause for primary key
whereClause = " AND ".join([f'"{pk}" = %s' for pk in pkColumns])
query = f'DELETE FROM "{tableName}" WHERE {whereClause}'
# Prepare params
if isinstance(recordKey, tuple):
params = list(recordKey)
else:
params = [recordKey]
cursor.execute(query, params)
count += cursor.rowcount
dbConnector.connection.commit()
cursor.close()
with dbConnector.borrowCursor() as cursor:
for recordKey in recordKeys:
whereClause = " AND ".join([f'"{pk}" = %s' for pk in pkColumns])
query = f'DELETE FROM "{tableName}" WHERE {whereClause}'
if isinstance(recordKey, tuple):
params = list(recordKey)
else:
params = [recordKey]
cursor.execute(query, params)
count += cursor.rowcount
logger.info(f"Deleted {count} records from {tableName}")
return count
except Exception as e:
logger.error(f"Error deleting records from {tableName}: {e}")
dbConnector.connection.rollback()
return 0

42
modules/shared/i18nRegistry.py
View file

@ -124,6 +124,48 @@ def t(key: str, context: str = "api", value: str = "") -> str:
return _CACHE.get(lang, {}).get(key, f"[{key}]")
def resolveJobMessage(messageData: Optional[Dict[str, Any]], lang: Optional[str] = None) -> Optional[str]:
"""Translate a structured BackgroundJob progress payload.
``messageData`` shape (written by ``JobProgressCallback`` when callers
pass ``messageKey`` / ``messageParams``)::
{"key": "{n} Dateien verarbeitet, {indexed} indexiert",
"params": {"n": 145, "indexed": 106}}
The walker call sites use a string-literal ``messageKey=``; the matching
``t("…")`` literal lives in the feature's progress-key registration
module (e.g. ``serviceKnowledge/_progressMessages.py``,
``features/trustee/mainTrustee.py``) so the boot sync picks it up.
This helper is the **server-side** translation hop so route handlers can
deliver a fully rendered ``progressMessage`` string to the frontend --
the frontend never calls ``t()`` on backend-supplied keys.
"""
if not messageData or not isinstance(messageData, dict):
return None
key = messageData.get("key")
if not isinstance(key, str) or not key:
return None
params = messageData.get("params") or {}
if lang is not None:
token = _CURRENT_LANGUAGE.set(lang)
try:
template = t(key)
finally:
_CURRENT_LANGUAGE.reset(token)
else:
template = t(key)
if isinstance(params, dict) and params:
try:
return template.format(**params)
except (KeyError, IndexError, ValueError):
return template
return template
def resolveText(value: Any, lang: Optional[str] = None) -> str:
"""Resolve any value to a translated string for the current request language.

21
modules/workflows/methods/methodTrustee/actions/processDocuments.py
View file

@ -247,16 +247,29 @@ def _resolveDocumentList(documentListParam, services) -> List[tuple]:
if isinstance(first, dict) and ("documentData" in first or "documentName" in first):
for doc in documentListParam:
rawData = doc.get("documentData")
logger.debug("_resolveDocumentList: doc keys=%s documentData type=%s documentData truthy=%s", list(doc.keys()), type(rawData).__name__, bool(rawData))
fileId = (doc.get("validationMetadata") or {}).get("fileId") or doc.get("fileId", "")
fileName = doc.get("documentName") or doc.get("fileName") or "document"
mimeType = doc.get("mimeType") or doc.get("documentMimeType") or "application/json"
# When documentData was persisted as binary (_hasBinaryData), read it
# back from file storage via the chat service.
if not rawData and doc.get("_hasBinaryData") and fileId:
chatService = getattr(services, "chat", None)
if chatService:
try:
rawBytes = chatService.getFileData(fileId)
if rawBytes:
rawData = rawBytes.decode("utf-8") if isinstance(rawBytes, bytes) else rawBytes
except Exception as e:
logger.debug("_resolveDocumentList: failed to read binary for fileId=%s: %s", fileId, e)
logger.debug("_resolveDocumentList: doc keys=%s documentData type=%s documentData truthy=%s", list(doc.keys()), type(rawData).__name__ if rawData else "NoneType", bool(rawData))
if not rawData:
continue
try:
data = json.loads(rawData) if isinstance(rawData, str) else rawData
except (json.JSONDecodeError, TypeError):
continue
fileId = (doc.get("validationMetadata") or {}).get("fileId") or doc.get("fileId", "")
fileName = doc.get("documentName") or doc.get("fileName") or "document"
mimeType = doc.get("mimeType") or doc.get("documentMimeType") or "application/json"
results.append((data, fileId, fileName, mimeType))
if results:
return results

83
modules/workflows/methods/methodTrustee/actions/refreshAccountingData.py
View file

@ -38,6 +38,52 @@ def _tsToIso(ts) -> Optional[str]:
_SYNC_THRESHOLD_SECONDS = 3600
def _buildAccountSummary(accountMap: Dict[str, dict], balances: list, year: int) -> list:
"""Aggregate balance records into one row per account for *year*.
For each account the annual balance record (``periodMonth == 0``) of
*year* is preferred. If that row is missing, we also check the
previous year's annual record so that YTD carry-forwards are visible.
Additionally, quarterly closing balances (Q1-Q4) are derived from the
monthly records so the AI can compare against quarterly budgets.
"""
bestClosing: Dict[str, float] = {}
quarterClosing: Dict[str, Dict[str, float]] = {}
for b in balances:
acct = b.get("accountNumber", "")
bYear = b.get("periodYear", 0)
bMonth = b.get("periodMonth", 0)
closing = b.get("closingBalance", 0) or 0
if bYear == year and bMonth == 0:
bestClosing[acct] = closing
if bYear == year and bMonth in (3, 6, 9, 12):
qLabel = f"Q{bMonth // 3}"
quarterClosing.setdefault(acct, {})[qLabel] = closing
if acct not in bestClosing and bYear == year - 1 and bMonth == 0:
bestClosing[acct] = closing
summary = []
for nr in sorted(accountMap.keys()):
info = accountMap[nr]
row = {
"account": nr,
"label": info.get("label", ""),
"type": info.get("type", ""),
"group": info.get("group", ""),
"closingBalance": round(bestClosing.get(nr, 0), 2),
}
qData = quarterClosing.get(nr, {})
for q in ("Q1", "Q2", "Q3", "Q4"):
if q in qData:
row[q] = round(qData[q], 2)
summary.append(row)
return summary
async def refreshAccountingData(self, parameters: Dict[str, Any]) -> ActionResult:
"""Import/refresh accounting data from the configured external system.
@ -133,7 +179,13 @@ async def refreshAccountingData(self, parameters: Dict[str, Any]) -> ActionResul
def _exportAccountingData(trusteeInterface, featureInstanceId: str, dateFrom: str = None, dateTo: str = None) -> str:
"""Export accounting data (accounts, balances, journal entries+lines) as compact JSON for downstream AI nodes."""
"""Export accounting data as compact JSON for downstream AI nodes.
Produces a pre-aggregated ``accountSummary`` (one row per account with
a single *Ist* value) so the AI does not have to navigate thousands of
raw balance records. Raw per-month balances are deliberately omitted to
avoid confusion and reduce payload size.
"""
from modules.features.trustee.datamodelFeatureTrustee import (
TrusteeDataAccount,
TrusteeDataJournalEntry,
@ -155,17 +207,9 @@ def _exportAccountingData(trusteeInterface, featureInstanceId: str, dateFrom: st
}
balances = trusteeInterface.db.getRecordset(TrusteeDataAccountBalance, recordFilter=baseFilter) or []
balanceList = []
for b in balances:
balanceList.append({
"account": b.get("accountNumber", ""),
"year": b.get("periodYear", 0),
"month": b.get("periodMonth", 0),
"opening": b.get("openingBalance", 0),
"debit": b.get("debitTotal", 0),
"credit": b.get("creditTotal", 0),
"closing": b.get("closingBalance", 0),
})
currentYear = _dt.now(tz=_tz.utc).year
accountSummary = _buildAccountSummary(accountMap, balances, currentYear)
entries = trusteeInterface.db.getRecordset(TrusteeDataJournalEntry, recordFilter=baseFilter) or []
fromTs = _isoToTs(dateFrom)
@ -205,21 +249,26 @@ def _exportAccountingData(trusteeInterface, featureInstanceId: str, dateFrom: st
})
export = {
"accounts": list(accountMap.values()),
"balances": balanceList,
"accountSummary": accountSummary,
"journalLines": lineList,
"meta": {
"accountCount": len(accountMap),
"entryCount": len(entryMap),
"lineCount": len(lineList),
"balanceCount": len(balanceList),
"summaryYear": currentYear,
"dateFrom": dateFrom,
"dateTo": dateTo,
"hint": (
"accountSummary contains ONE row per account with the "
"current-year closing balance (Ist). Use this for "
"budget comparisons. journalLines lists individual "
"bookings for drill-down."
),
},
}
result = json.dumps(export, ensure_ascii=False, default=str)
logger.info("Exported accounting data: %d accounts, %d entries, %d lines, %d balances (%d bytes)",
len(accountMap), len(entryMap), len(lineList), len(balanceList), len(result))
logger.info("Exported accounting data: %d accounts (summary), %d entries, %d lines (%d bytes)",
len(accountSummary), len(entryMap), len(lineList), len(result))
return result
except Exception as e:
logger.warning("Could not export accounting data: %s", e)

70
scripts/debug_rag_job_result.py Normal file
View file

@ -0,0 +1,70 @@
"""Diagnose: read a connection.bootstrap job result and print its keys.
Usage (from repo root):
python gateway\scripts\debug_rag_job_result.py
Prints the most recent SUCCESS connection.bootstrap job per UserConnection so
we can see whether the `stoppedAtLimit` key actually landed in the JSONB
`result` column. If it is missing here, the bug is in the writer (handler or
_markSuccess); if it is present here but absent in the HTTP response, the bug
is in routeRagInventory.
"""
from __future__ import annotations
import os
import sys
import json
from pathlib import Path
_HERE = Path(__file__).resolve()
sys.path.insert(0, str(_HERE.parent.parent)) # gateway/
os.chdir(_HERE.parent.parent)
from modules.shared.configuration import APP_CONFIG # noqa: E402
from modules.connectors.connectorDbPostgre import getCachedConnector # noqa: E402
from modules.datamodels.datamodelBackgroundJob import BackgroundJob # noqa: E402
from modules.routes.routeRagInventory import _flattenJobResult # noqa: E402
def _main() -> None:
db = getCachedConnector(
dbDatabase=APP_CONFIG.get("DB_DATABASE", "poweron_app"),
dbHost=APP_CONFIG.get("DB_HOST", "localhost"),
dbPort=int(APP_CONFIG.get("DB_PORT", "5432")),
dbUser=APP_CONFIG.get("DB_USER"),
dbPassword=APP_CONFIG.get("DB_PASSWORD_SECRET"),
)
rows = db.getRecordset(BackgroundJob)
rows = [r for r in rows if r.get("jobType") == "connection.bootstrap"]
rows = [r for r in rows if r.get("status") == "SUCCESS"]
rows.sort(key=lambda r: r.get("createdAt") or 0, reverse=True)
if not rows:
print("No SUCCESS connection.bootstrap jobs found.")
return
seenConnections: set[str] = set()
for j in rows:
connId = (j.get("payload") or {}).get("connectionId", "<unknown>")
if connId in seenConnections:
continue
seenConnections.add(connId)
result = j.get("result") or {}
flat = _flattenJobResult(result) if isinstance(result, dict) else {}
print("=" * 80)
print(f"jobId = {j.get('id')}")
print(f"connectionId = {connId}")
print(f"finishedAt = {j.get('finishedAt')}")
print(f"raw keys = {sorted(result.keys()) if isinstance(result, dict) else 'N/A'}")
print("--- flattened (what the API will return now) ---")
print(f" indexed = {flat.get('indexed')}")
print(f" skippedDuplicate= {flat.get('skippedDuplicate')}")
print(f" skippedPolicy = {flat.get('skippedPolicy')}")
print(f" stoppedAtLimit = {flat.get('stoppedAtLimit')!r} <-- KEY CHECK")
print(f" limits = {flat.get('limits')}")
print(f" bytesProcessed = {flat.get('bytesProcessed')}")
if __name__ == "__main__":
_main()

97
scripts/script_db_migrate_backgroundjob_progress_data.py Normal file
View file

@ -0,0 +1,97 @@
#!/usr/bin/env python3
"""Migration: Add `progressMessageData` JSONB column to BackgroundJob.
Carries the structured i18n payload that lets the frontend translate
walker progress messages (e.g. "{n} Dateien verarbeitet, {indexed}
indexiert") into the user's UI language. `progressMessage` stays around
as the rendered fallback for older clients and audit logs.
Safe to run multiple times (checks column existence before acting).
Usage:
python scripts/script_db_migrate_backgroundjob_progress_data.py [--dry-run]
"""
import os
import sys
import argparse
import logging
from pathlib import Path
scriptPath = Path(__file__).resolve()
gatewayPath = scriptPath.parent.parent
sys.path.insert(0, str(gatewayPath))
os.chdir(str(gatewayPath))
logging.basicConfig(level=logging.INFO, format="%(asctime)s - %(levelname)s - %(message)s", force=True)
logger = logging.getLogger(__name__)
import psycopg2
from modules.shared.configuration import APP_CONFIG
def _getConnection():
return psycopg2.connect(
host=APP_CONFIG.get("DB_HOST", "localhost"),
port=int(APP_CONFIG.get("DB_PORT", "5432")),
database=APP_CONFIG.get("DB_DATABASE", "poweron_app"),
user=APP_CONFIG.get("DB_USER"),
password=APP_CONFIG.get("DB_PASSWORD_SECRET"),
)
def _columnExists(cur, table: str, column: str) -> bool:
cur.execute(
"""SELECT 1 FROM information_schema.columns
WHERE table_schema = 'public' AND table_name = %s AND column_name = %s""",
(table, column),
)
return cur.fetchone() is not None
def _tableExists(cur, table: str) -> bool:
cur.execute(
"""SELECT 1 FROM information_schema.tables
WHERE table_schema = 'public' AND table_name = %s""",
(table,),
)
return cur.fetchone() is not None
def migrate(dryRun: bool = False):
conn = _getConnection()
conn.autocommit = False
cur = conn.cursor()
table, column = "BackgroundJob", "progressMessageData"
executed = []
if not _tableExists(cur, table):
logger.warning("SKIP: table %s does not exist yet (will be created on next ORM init)", table)
elif _columnExists(cur, table, column):
logger.info("SKIP: %s.%s already exists", table, column)
else:
sql = f'ALTER TABLE public."{table}" ADD COLUMN "{column}" JSONB DEFAULT NULL;'
logger.info("EXEC: %s", sql)
if not dryRun:
cur.execute(sql)
executed.append(sql)
if not dryRun and executed:
conn.commit()
logger.info("Migration committed (%d statements)", len(executed))
elif dryRun and executed:
conn.rollback()
logger.info("DRY RUN -- would execute %d statements", len(executed))
else:
logger.info("Nothing to do -- schema already up to date")
cur.close()
conn.close()
if __name__ == "__main__":
parser = argparse.ArgumentParser(description=__doc__)
parser.add_argument("--dry-run", action="store_true", help="Print SQL without executing")
args = parser.parse_args()
migrate(dryRun=args.dry_run)

110
scripts/script_db_migrate_datasource_inherit.py Normal file
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@ -0,0 +1,110 @@
#!/usr/bin/env python3
"""Migration: Drop NOT NULL on DataSource/FeatureDataSource cascade-inherit flags.
Switches three-valued semantics (NULL = inherit, True/False = explicit) for:
- DataSource.neutralize, ragIndexEnabled, scope
- FeatureDataSource.neutralize, scope
Existing rows keep their explicit values; only new records (or explicit reset
via cascade) start with NULL. Migration is non-destructive and idempotent.
Safe to run multiple times.
Usage:
python scripts/script_db_migrate_datasource_inherit.py [--dry-run]
"""
import os
import sys
import argparse
import logging
from pathlib import Path
scriptPath = Path(__file__).resolve()
gatewayPath = scriptPath.parent.parent
sys.path.insert(0, str(gatewayPath))
os.chdir(str(gatewayPath))
logging.basicConfig(level=logging.INFO, format="%(asctime)s - %(levelname)s - %(message)s", force=True)
logger = logging.getLogger(__name__)
import psycopg2
from modules.shared.configuration import APP_CONFIG
def _getConnection():
return psycopg2.connect(
host=APP_CONFIG.get("DB_HOST", "localhost"),
port=int(APP_CONFIG.get("DB_PORT", "5432")),
database=APP_CONFIG.get("DB_DATABASE", "poweron_app"),
user=APP_CONFIG.get("DB_USER"),
password=APP_CONFIG.get("DB_PASSWORD_SECRET"),
)
def _tableExists(cur, table: str) -> bool:
cur.execute(
"""SELECT 1 FROM information_schema.tables
WHERE table_schema = 'public' AND table_name = %s""",
(table,),
)
return cur.fetchone() is not None
def _columnIsNullable(cur, table: str, column: str) -> bool:
cur.execute(
"""SELECT is_nullable FROM information_schema.columns
WHERE table_schema = 'public' AND table_name = %s AND column_name = %s""",
(table, column),
)
row = cur.fetchone()
if not row:
return False
return row[0] == "YES"
def migrate(dryRun: bool = False):
conn = _getConnection()
conn.autocommit = False
cur = conn.cursor()
targets = [
("DataSource", "neutralize"),
("DataSource", "ragIndexEnabled"),
("DataSource", "scope"),
("FeatureDataSource", "neutralize"),
("FeatureDataSource", "scope"),
]
executed = []
for table, column in targets:
if not _tableExists(cur, table):
logger.warning("SKIP: table %s does not exist yet", table)
continue
if _columnIsNullable(cur, table, column):
logger.info("SKIP: %s.%s already nullable", table, column)
continue
sql = f'ALTER TABLE public."{table}" ALTER COLUMN "{column}" DROP NOT NULL;'
logger.info("EXEC: %s", sql)
if not dryRun:
cur.execute(sql)
executed.append(sql)
if not dryRun and executed:
conn.commit()
logger.info("Migration committed (%d statements)", len(executed))
elif dryRun and executed:
conn.rollback()
logger.info("DRY RUN -- would execute %d statements", len(executed))
else:
logger.info("Nothing to do -- schema already nullable")
cur.close()
conn.close()
if __name__ == "__main__":
parser = argparse.ArgumentParser(description=__doc__)
parser.add_argument("--dry-run", action="store_true", help="Print SQL without executing")
args = parser.parse_args()
migrate(dryRun=args.dry_run)

102
scripts/script_db_migrate_datasource_settings.py Normal file
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@ -0,0 +1,102 @@
#!/usr/bin/env python3
"""Migration: Add `settings` JSONB column to DataSource and FeatureDataSource.
This is a one-off migration for the UDB DataSource Settings (Settings-Icon)
feature: walkers read RAG limits (maxBytes, maxFileSize, maxItems, maxDepth)
from this JSON blob, the UI edits them. Existing rows get NULL until the
next bootstrap lazy-fills sensible defaults from `_ragLimits.RAG_LIMITS_DEFAULT`.
Safe to run multiple times (checks column existence before acting).
Usage:
python scripts/script_db_migrate_datasource_settings.py [--dry-run]
"""
import os
import sys
import argparse
import logging
from pathlib import Path
scriptPath = Path(__file__).resolve()
gatewayPath = scriptPath.parent.parent
sys.path.insert(0, str(gatewayPath))
os.chdir(str(gatewayPath))
logging.basicConfig(level=logging.INFO, format="%(asctime)s - %(levelname)s - %(message)s", force=True)
logger = logging.getLogger(__name__)
import psycopg2
from modules.shared.configuration import APP_CONFIG
def _getConnection():
return psycopg2.connect(
host=APP_CONFIG.get("DB_HOST", "localhost"),
port=int(APP_CONFIG.get("DB_PORT", "5432")),
database=APP_CONFIG.get("DB_DATABASE", "poweron_app"),
user=APP_CONFIG.get("DB_USER"),
password=APP_CONFIG.get("DB_PASSWORD_SECRET"),
)
def _columnExists(cur, table: str, column: str) -> bool:
cur.execute(
"""SELECT 1 FROM information_schema.columns
WHERE table_schema = 'public' AND table_name = %s AND column_name = %s""",
(table, column),
)
return cur.fetchone() is not None
def _tableExists(cur, table: str) -> bool:
cur.execute(
"""SELECT 1 FROM information_schema.tables
WHERE table_schema = 'public' AND table_name = %s""",
(table,),
)
return cur.fetchone() is not None
def migrate(dryRun: bool = False):
conn = _getConnection()
conn.autocommit = False
cur = conn.cursor()
targets = [
("DataSource", "settings"),
("FeatureDataSource", "settings"),
]
executed = []
for table, column in targets:
if not _tableExists(cur, table):
logger.warning("SKIP: table %s does not exist yet (will be created on next ORM init)", table)
continue
if _columnExists(cur, table, column):
logger.info("SKIP: %s.%s already exists", table, column)
continue
sql = f'ALTER TABLE public."{table}" ADD COLUMN "{column}" JSONB DEFAULT NULL;'
logger.info("EXEC: %s", sql)
if not dryRun:
cur.execute(sql)
executed.append(sql)
if not dryRun and executed:
conn.commit()
logger.info("Migration committed (%d statements)", len(executed))
elif dryRun and executed:
conn.rollback()
logger.info("DRY RUN -- would execute %d statements", len(executed))
else:
logger.info("Nothing to do -- schema already up to date")
cur.close()
conn.close()
if __name__ == "__main__":
parser = argparse.ArgumentParser(description=__doc__)
parser.add_argument("--dry-run", action="store_true", help="Print SQL without executing")
args = parser.parse_args()
migrate(dryRun=args.dry_run)

274
scripts/script_migrate_user_uid.py Normal file
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@ -0,0 +1,274 @@
#!/usr/bin/env python3
"""One-time migration: Reassign all DB references from an old user UID to a new UID.
When a user is re-created in PORTA (same username, new UUID), all existing records
still reference the old UUID. This script scans ALL registered databases and tables
for VARCHAR columns containing the old UID and updates them to the new UID.
Affected columns include:
- sysCreatedBy / sysModifiedBy (on every table via PowerOnModel)
- userId, revokedBy, createdByUserId, publishedBy, triggeredBy, assignedTo, etc.
The script auto-detects the new UID from the UserInDB table by username.
Usage:
# Dry-run (default) — shows what would change, no writes:
python scripts/script_migrate_user_uid.py --username patrick.helvetia --old-uid <OLD_UUID>
# Execute for real:
python scripts/script_migrate_user_uid.py --username patrick.helvetia --old-uid <OLD_UUID> --execute
"""
import argparse
import logging
import os
import sys
from pathlib import Path
from typing import List, Optional, Tuple
scriptPath = Path(__file__).resolve()
gatewayPath = scriptPath.parent.parent
sys.path.insert(0, str(gatewayPath))
os.chdir(str(gatewayPath))
logging.basicConfig(level=logging.INFO, format="%(asctime)s - %(levelname)s - %(message)s", force=True)
logger = logging.getLogger(__name__)
import psycopg2
import psycopg2.extras
from modules.shared.configuration import APP_CONFIG
ALL_DATABASES = [
"poweron_app",
"poweron_chat",
"poweron_management",
"poweron_knowledge",
"poweron_billing",
"poweron_workspace",
"poweron_graphicaleditor",
"poweron_chatbot",
"poweron_trustee",
"poweron_commcoach",
"poweron_neutralization",
"poweron_realestate",
"poweron_teamsbot",
]
def _getConnection(dbName: str):
return psycopg2.connect(
host=APP_CONFIG.get("DB_HOST", "localhost"),
port=int(APP_CONFIG.get("DB_PORT", "5432")),
database=dbName,
user=APP_CONFIG.get("DB_USER"),
password=APP_CONFIG.get("DB_PASSWORD_SECRET"),
client_encoding="utf8",
)
def _getTablesInDb(conn) -> List[str]:
with conn.cursor() as cur:
cur.execute("""
SELECT table_name FROM information_schema.tables
WHERE table_schema = 'public'
AND table_type = 'BASE TABLE'
AND table_name NOT LIKE '\\_%%'
ORDER BY table_name
""")
return [row[0] for row in cur.fetchall()]
def _getVarcharColumns(conn, tableName: str) -> List[str]:
"""Get all VARCHAR/TEXT columns for a table (potential user-ID carriers)."""
with conn.cursor() as cur:
cur.execute("""
SELECT column_name FROM information_schema.columns
WHERE table_schema = 'public'
AND table_name = %s
AND data_type IN ('character varying', 'text')
ORDER BY ordinal_position
""", (tableName,))
return [row[0] for row in cur.fetchall()]
def _countMatches(conn, tableName: str, columnName: str, oldUid: str) -> int:
with conn.cursor() as cur:
cur.execute(
f'SELECT COUNT(*) FROM "{tableName}" WHERE "{columnName}" = %s',
(oldUid,),
)
return cur.fetchone()[0]
def _updateColumn(conn, tableName: str, columnName: str, oldUid: str, newUid: str) -> int:
with conn.cursor() as cur:
cur.execute(
f'UPDATE "{tableName}" SET "{columnName}" = %s WHERE "{columnName}" = %s',
(newUid, oldUid),
)
return cur.rowcount
def _lookupNewUid(username: str) -> Optional[str]:
"""Find the current UID for a username in poweron_app.UserInDB."""
conn = _getConnection("poweron_app")
try:
with conn.cursor() as cur:
cur.execute(
'SELECT "id" FROM "UserInDB" WHERE "username" = %s',
(username,),
)
row = cur.fetchone()
return row[0] if row else None
finally:
conn.close()
def _scanJsonbForUid(conn, tableName: str, columnName: str, oldUid: str) -> int:
"""Count JSONB fields that contain the old UID as a text value anywhere."""
with conn.cursor() as cur:
cur.execute(
f"""SELECT COUNT(*) FROM "{tableName}"
WHERE "{columnName}"::text LIKE %s""",
(f"%{oldUid}%",),
)
return cur.fetchone()[0]
def _updateJsonbColumn(conn, tableName: str, columnName: str, oldUid: str, newUid: str) -> int:
"""Replace old UID inside JSONB columns using text replacement."""
with conn.cursor() as cur:
cur.execute(
f"""UPDATE "{tableName}"
SET "{columnName}" = REPLACE("{columnName}"::text, %s, %s)::jsonb
WHERE "{columnName}"::text LIKE %s""",
(oldUid, newUid, f"%{oldUid}%"),
)
return cur.rowcount
def _getJsonbColumns(conn, tableName: str) -> List[str]:
"""Get all JSONB columns for a table."""
with conn.cursor() as cur:
cur.execute("""
SELECT column_name FROM information_schema.columns
WHERE table_schema = 'public'
AND table_name = %s
AND data_type = 'jsonb'
ORDER BY ordinal_position
""", (tableName,))
return [row[0] for row in cur.fetchall()]
def migrate(username: str, oldUid: str, execute: bool = False):
newUid = _lookupNewUid(username)
if not newUid:
logger.error(f"User '{username}' not found in UserInDB. Cannot determine new UID.")
sys.exit(1)
if newUid == oldUid:
logger.error(f"Old UID and new UID are identical ({oldUid}). Nothing to migrate.")
sys.exit(1)
logger.info(f"Migration: user '{username}'")
logger.info(f" Old UID: {oldUid}")
logger.info(f" New UID: {newUid}")
logger.info(f" Mode: {'EXECUTE' if execute else 'DRY-RUN'}")
logger.info("")
totalUpdated = 0
findings: List[Tuple[str, str, str, int]] = []
for dbName in ALL_DATABASES:
try:
conn = _getConnection(dbName)
except Exception as e:
logger.warning(f" Cannot connect to {dbName}: {e}")
continue
try:
conn.autocommit = False
tables = _getTablesInDb(conn)
for tableName in tables:
varcharCols = _getVarcharColumns(conn, tableName)
for col in varcharCols:
count = _countMatches(conn, tableName, col, oldUid)
if count > 0:
findings.append((dbName, tableName, col, count))
if execute:
updated = _updateColumn(conn, tableName, col, oldUid, newUid)
totalUpdated += updated
logger.info(f" [UPDATED] {dbName}.{tableName}.{col}: {updated} rows")
else:
logger.info(f" [DRY-RUN] {dbName}.{tableName}.{col}: {count} rows would be updated")
jsonbCols = _getJsonbColumns(conn, tableName)
for col in jsonbCols:
count = _scanJsonbForUid(conn, tableName, col, oldUid)
if count > 0:
findings.append((dbName, tableName, f"{col} (JSONB)", count))
if execute:
_updateJsonbColumn(conn, tableName, col, oldUid, newUid)
totalUpdated += count
logger.info(f" [UPDATED] {dbName}.{tableName}.{col} (JSONB): {count} rows")
else:
logger.info(f" [DRY-RUN] {dbName}.{tableName}.{col} (JSONB): {count} rows would be updated")
if execute:
conn.commit()
else:
conn.rollback()
except Exception as e:
conn.rollback()
logger.error(f" Error processing {dbName}: {e}")
finally:
conn.close()
logger.info("")
logger.info("=" * 70)
logger.info("SUMMARY")
logger.info("=" * 70)
if not findings:
logger.info(" No references to old UID found in any database.")
else:
logger.info(f" Found {len(findings)} column(s) with references to old UID:")
for dbName, tableName, col, count in findings:
logger.info(f" {dbName}.{tableName}.{col}: {count} rows")
logger.info("")
if execute:
logger.info(f" Total rows updated: {totalUpdated}")
else:
logger.info(f" Total rows that would be updated: {sum(c for _, _, _, c in findings)}")
logger.info("")
logger.info(" To apply changes, re-run with --execute")
def main():
parser = argparse.ArgumentParser(
description="Migrate all DB references from old user UID to new UID."
)
parser.add_argument(
"--username",
required=True,
help="Username to migrate (e.g. 'patrick.helvetia'). Used to look up the new UID.",
)
parser.add_argument(
"--old-uid",
required=True,
help="The old UUID that is orphaned in the database.",
)
parser.add_argument(
"--execute",
action="store_true",
default=False,
help="Actually perform the migration. Without this flag, only a dry-run is done.",
)
args = parser.parse_args()
migrate(username=args.username, oldUid=args.old_uid, execute=args.execute)
if __name__ == "__main__":
main()

2
scripts/stage0_filefolder_schema_check.py
View file

@ -25,7 +25,7 @@ if not c or not c.connection:
print("STAGE0: DB_CONNECTION=none (check config.ini / .env)")
raise SystemExit(2)
cur = c.connection.cursor()
cur = c.borrowCursor()
def _scalar(cur):

86
tests/unit/connectors/test_connectorDbPostgre_failLoud.py
View file

@ -12,11 +12,16 @@ broken query into "no rows found". That hid bugs like:
These tests pin the new contract: empty result sets still return ``[]`` /
``None`` (normal), but any exception inside the query path propagates as
``DatabaseQueryError`` with the table name attached. The transaction is
rolled back so the connection is usable for subsequent queries.
``DatabaseQueryError`` with the table name attached.
Since the 2026-05-17 pool refactor (`c-work/2-build/2026-05-postgres-connection-pool.md`)
the connector borrows a connection from `_PoolRegistry` on every call via the
`borrowConn()` context manager. The tests mock that context manager so the
fast-fail contract is exercised without requiring a live Postgres server.
"""
from __future__ import annotations
from contextlib import contextmanager
from unittest.mock import MagicMock
import pytest
@ -25,7 +30,7 @@ import psycopg2.errors
from modules.connectors.connectorDbPostgre import (
DatabaseConnector,
DatabaseQueryError,
_rollbackQuietly,
_stripNulBytesFromStr,
)
@ -39,26 +44,44 @@ class DummyTable:
def _makeConnector(cursorBehavior):
"""Build a ``DatabaseConnector`` skeleton with mocked connection/cursor.
"""Build a ``DatabaseConnector`` skeleton with a mocked pool borrow.
``cursorBehavior`` is a callable invoked with the cursor mock so the test
can configure ``execute``/``fetchall``/``fetchone`` per scenario.
Returns ``(connector, conn, cursor)``:
* ``conn`` exposes ``commit`` / ``rollback`` MagicMocks so tests can
assert that the borrow lifecycle did the right thing.
* ``cursor`` is the per-test cursor mock.
"""
connector = DatabaseConnector.__new__(DatabaseConnector)
cursor = MagicMock()
cursorBehavior(cursor)
cursorContext = MagicMock()
cursorContext.__enter__ = MagicMock(return_value=cursor)
cursorContext.__exit__ = MagicMock(return_value=False)
connection = MagicMock()
connection.cursor.return_value = cursorContext
connector.connection = connection
conn = MagicMock()
conn.cursor.return_value = cursorContext
@contextmanager
def fakeBorrow():
try:
yield conn
except Exception:
conn.rollback()
raise
else:
conn.commit()
connector.borrowConn = fakeBorrow
connector._ensureTableExists = MagicMock(return_value=True)
connector._systemTableName = "_system"
cursorBehavior(cursor)
return connector, connection, cursor
return connector, conn, cursor
class TestGetRecordsetFailLoud:
@ -67,11 +90,12 @@ class TestGetRecordsetFailLoud:
def behavior(cursor):
cursor.execute.return_value = None
cursor.fetchall.return_value = []
connector, connection, _ = _makeConnector(behavior)
connector, conn, _ = _makeConnector(behavior)
result = connector.getRecordset(DummyTable)
assert result == []
connection.rollback.assert_not_called()
conn.rollback.assert_not_called()
conn.commit.assert_called_once()
def test_dictAdaptErrorRaisesDatabaseQueryError(self):
"""Reproduces the Trustee bug: passing a dict in WHERE → can't adapt → raise."""
@ -79,7 +103,7 @@ class TestGetRecordsetFailLoud:
cursor.execute.side_effect = psycopg2.ProgrammingError(
"can't adapt type 'dict'"
)
connector, connection, _ = _makeConnector(behavior)
connector, conn, _ = _makeConnector(behavior)
with pytest.raises(DatabaseQueryError) as excinfo:
connector.getRecordset(
@ -90,30 +114,30 @@ class TestGetRecordsetFailLoud:
assert excinfo.value.table == "DummyTable"
assert "can't adapt type 'dict'" in str(excinfo.value)
assert isinstance(excinfo.value.original, psycopg2.ProgrammingError)
connection.rollback.assert_called_once()
conn.rollback.assert_called_once()
def test_missingColumnRaisesDatabaseQueryError(self):
def behavior(cursor):
cursor.execute.side_effect = psycopg2.errors.UndefinedColumn(
'column "wat" does not exist'
)
connector, connection, _ = _makeConnector(behavior)
connector, conn, _ = _makeConnector(behavior)
with pytest.raises(DatabaseQueryError) as excinfo:
connector.getRecordset(DummyTable, recordFilter={"wat": "x"})
assert "wat" in str(excinfo.value)
connection.rollback.assert_called_once()
conn.rollback.assert_called_once()
def test_operationalErrorRaisesDatabaseQueryError(self):
"""Connection lost mid-query is also a real failure that must propagate."""
def behavior(cursor):
cursor.execute.side_effect = psycopg2.OperationalError("connection lost")
connector, connection, _ = _makeConnector(behavior)
connector, conn, _ = _makeConnector(behavior)
with pytest.raises(DatabaseQueryError):
connector.getRecordset(DummyTable)
connection.rollback.assert_called_once()
conn.rollback.assert_called_once()
class TestGetRecordFailLoud:
@ -122,37 +146,31 @@ class TestGetRecordFailLoud:
def behavior(cursor):
cursor.execute.return_value = None
cursor.fetchone.return_value = None
connector, connection, _ = _makeConnector(behavior)
connector, conn, _ = _makeConnector(behavior)
result = connector.getRecord(DummyTable, "missing-id")
assert result is None
connection.rollback.assert_not_called()
conn.rollback.assert_not_called()
conn.commit.assert_called_once()
def test_queryErrorRaisesDatabaseQueryError(self):
def behavior(cursor):
cursor.execute.side_effect = psycopg2.errors.UndefinedTable(
'relation "DummyTable" does not exist'
)
connector, connection, _ = _makeConnector(behavior)
connector, conn, _ = _makeConnector(behavior)
with pytest.raises(DatabaseQueryError) as excinfo:
connector.getRecord(DummyTable, "any-id")
assert excinfo.value.table == "DummyTable"
connection.rollback.assert_called_once()
conn.rollback.assert_called_once()
class TestRollbackQuietly:
def test_rollsBackOnLiveConnection(self):
connection = MagicMock()
_rollbackQuietly(connection)
connection.rollback.assert_called_once()
class TestStripNulBytesFromStr:
def test_removesNul(self):
assert _stripNulBytesFromStr("a\x00b") == "ab"
def test_swallowsRollbackError(self):
"""Rollback failure must not mask the original query error."""
connection = MagicMock()
connection.rollback.side_effect = RuntimeError("rollback failed")
_rollbackQuietly(connection)
def test_noopOnNoneConnection(self):
_rollbackQuietly(None)
def test_passthroughNonStr(self):
assert _stripNulBytesFromStr(None) is None
assert _stripNulBytesFromStr(7) == 7

304
tests/unit/connectors/test_connectorDbPostgre_pool.py Normal file
View file

@ -0,0 +1,304 @@
# Copyright (c) 2026 Patrick Motsch
# All rights reserved.
"""Concurrency tests for the PostgreSQL connection pool.
These tests pin the contract that the `c-work/2-build/2026-05-postgres-connection-pool.md`
refactor delivered:
* T1 — 50 threads × 100 calls in parallel produce 0 `OperationalError`s and
every call completes within reasonable time (p99 < 2 s).
* T2 — Two threads `_loadRecord` + `_saveRecord` against the same connector
do not corrupt each other's cursors.
* T3 — `statement_timeout` aborts a runaway `pg_sleep(60)` after ~30 s and
releases the connection back into the pool cleanly.
The tests need a real PostgreSQL server because the bug they guard against
only materialises with real psycopg2 sockets — a mocked connection never
hangs in `recv()`. They read DB credentials from `APP_CONFIG` (which loads
`.env`) and are auto-skipped when the connection fails (no local Postgres,
wrong creds, etc.) so `pytest` keeps working in CI-only environments.
To run them locally:
pytest gateway/tests/unit/connectors/test_connectorDbPostgre_pool.py -v
They use a throwaway database name (`poweron_pool_test_<uuid>`) and drop it
in fixture teardown so they leave nothing behind.
"""
from __future__ import annotations
import time
import uuid
import threading
from concurrent.futures import ThreadPoolExecutor, as_completed
import psycopg2
import psycopg2.errors
import pytest
from pydantic import Field
from modules.connectors.connectorDbPostgre import (
DatabaseConnector,
_PoolRegistry,
closeAllPools,
)
from modules.datamodels.datamodelBase import PowerOnModel
from modules.shared.configuration import APP_CONFIG
def _dbConfig():
"""Read DB connection params from APP_CONFIG (`.env`).
Returns ``None`` when host/user/password are not all present so the
test module can skip cleanly instead of blowing up at import time.
"""
host = APP_CONFIG.get("DB_HOST")
user = APP_CONFIG.get("DB_USER")
password = APP_CONFIG.get("DB_PASSWORD_SECRET")
port = APP_CONFIG.get("DB_PORT", 5432)
if not host or not user or password is None:
return None
return {"host": host, "user": user, "password": password, "port": int(port)}
def _canReachPostgres(cfg) -> bool:
"""Try a quick connect to the admin DB so we can skip on connection failures."""
try:
conn = psycopg2.connect(
host=cfg["host"], port=cfg["port"], database="postgres",
user=cfg["user"], password=cfg["password"], connect_timeout=2,
)
conn.close()
return True
except Exception: # noqa: BLE001
return False
_DB_CFG = _dbConfig()
pytestmark = pytest.mark.skipif(
_DB_CFG is None or not _canReachPostgres(_DB_CFG),
reason="No reachable PostgreSQL — skipping live-Postgres pool tests",
)
class PoolTestRow(PowerOnModel):
"""Tiny model used to exercise the pool — one ID + one payload field."""
payload: str = Field(default="", description="Test payload")
@pytest.fixture
def liveConnector():
"""Spin up a throwaway database, yield a `DatabaseConnector` against it,
drop the database afterwards.
The pool registry is wiped before and after each test so state from one
test cannot mask a bug in another.
"""
cfg = _DB_CFG
host = cfg["host"]
user = cfg["user"]
password = cfg["password"]
port = cfg["port"]
dbName = f"poweron_pool_test_{uuid.uuid4().hex[:8]}"
# Pre-clean: drop any orphan test DB with the same name (shouldn't happen
# because we use a unique uuid, but be defensive).
adminConn = psycopg2.connect(
host=host, port=port, database="postgres", user=user, password=password
)
adminConn.autocommit = True
try:
with adminConn.cursor() as cur:
cur.execute(f'DROP DATABASE IF EXISTS "{dbName}"')
finally:
adminConn.close()
closeAllPools()
connector = DatabaseConnector(
dbHost=host,
dbDatabase=dbName,
dbUser=user,
dbPassword=password,
dbPort=port,
)
# Seed exactly one row so every concurrent read has a stable target.
connector.recordCreate(PoolTestRow, {"id": "seed", "payload": "hello"})
yield connector
# Teardown: tear pools down, then drop the DB.
closeAllPools()
adminConn = psycopg2.connect(
host=host, port=port, database="postgres", user=user, password=password
)
adminConn.autocommit = True
try:
with adminConn.cursor() as cur:
cur.execute(
'SELECT pg_terminate_backend(pid) FROM pg_stat_activity WHERE datname = %s',
(dbName,),
)
cur.execute(f'DROP DATABASE IF EXISTS "{dbName}"')
finally:
adminConn.close()
class TestPoolConcurrency:
def _runWorkers(self, liveConnector, *, threadCount: int, callsPerThread: int):
"""Run N worker threads, each issuing M reads. Return (errors, latencies)."""
errors: list = []
latencies: list = []
lock = threading.Lock()
def worker():
for _ in range(callsPerThread):
t0 = time.perf_counter()
try:
rows = liveConnector.getRecordset(PoolTestRow)
assert any(r["id"] == "seed" for r in rows)
except Exception as e: # noqa: BLE001 — we want every failure mode
with lock:
errors.append(e)
finally:
with lock:
latencies.append(time.perf_counter() - t0)
with ThreadPoolExecutor(max_workers=threadCount) as ex:
futures = [ex.submit(worker) for _ in range(threadCount)]
for f in as_completed(futures):
f.result()
latencies.sort()
return errors, latencies
def test_50_threads_x_20_reads_no_errors(self, liveConnector):
"""T1a — STRESS: 50 threads × 20 reads each → 0 errors.
Pre-pool, this scenario produced either
`OperationalError: another command is already in progress` or a
deadlock in `recv()` because the threadpool shared one psycopg2
socket. With the pool plus `borrowConn`'s bounded wait, every
thread eventually gets a connection and completes — even with 30
threads queued waiting at any moment (pool max=20).
"""
errors, _ = self._runWorkers(liveConnector, threadCount=50, callsPerThread=20)
assert not errors, f"got {len(errors)} errors; first: {errors[0]!r}"
def test_20_threads_x_50_reads_latency_budget(self, liveConnector):
"""T1b — DESIGN CAPACITY: 20 threads × 50 reads, p99 < 5 s.
20 threads matches the pool's `max=20` so there is no queueing —
every borrow returns immediately. This pins a sanity-level per-call
latency budget; pre-pool it was unbounded (recv() never returned).
The 5 s ceiling is generous on purpose: `getRecordset` calls
`_ensureTableExists` which runs two `information_schema` queries
for column-additive migration, and under 20-way concurrency on a
single Postgres instance that produces a long tail. The hard
assertion is `not errors` — the latency check just guarantees
nothing hangs indefinitely.
"""
errors, latencies = self._runWorkers(
liveConnector, threadCount=20, callsPerThread=50
)
assert not errors, f"got {len(errors)} errors; first: {errors[0]!r}"
p99 = latencies[int(len(latencies) * 0.99)]
assert p99 < 5.0, f"p99 latency {p99:.2f}s exceeds 5s budget"
def test_interleaved_load_and_save_no_collision(self, liveConnector):
"""T2: parallel reads + writes on the same connector → no cursor mix-up.
Pre-pool the reader could observe a row in mid-write or vice versa
because both shared the same cursor. With one connection per borrow,
the database's own row-locking is the only contention, and we just
need to assert no exceptions.
"""
stopFlag = threading.Event()
errors: list = []
lock = threading.Lock()
def reader():
while not stopFlag.is_set():
try:
liveConnector.getRecord(PoolTestRow, "seed")
except Exception as e: # noqa: BLE001
with lock:
errors.append(("read", e))
def writer():
i = 0
while not stopFlag.is_set():
try:
liveConnector.recordModify(
PoolTestRow,
"seed",
{"id": "seed", "payload": f"v{i}"},
)
i += 1
except Exception as e: # noqa: BLE001
with lock:
errors.append(("write", e))
threads = [
threading.Thread(target=reader, daemon=True),
threading.Thread(target=reader, daemon=True),
threading.Thread(target=writer, daemon=True),
threading.Thread(target=writer, daemon=True),
]
for t in threads:
t.start()
time.sleep(2.0)
stopFlag.set()
for t in threads:
t.join(timeout=3.0)
assert not errors, f"got {len(errors)} errors; first: {errors[0]!r}"
def test_statement_timeout_releases_connection(self, liveConnector):
"""T3: `pg_sleep` past statement_timeout → QueryCanceled, pool intact.
The bug we are guarding against: a runaway query with no timeout
hung `recv()` forever, the psycopg2 connection was poisoned, and the
whole backend became unresponsive once that connection was reused.
With `statement_timeout=30000` configured at pool construction the
query is cancelled by the server, the borrow context manager rolls
back, and the connection returns to the pool — proven by the fact
that a follow-up call still succeeds quickly.
"""
# Use a short timeout to keep the test fast — override the pool's
# session statement_timeout for one borrow via SET LOCAL.
with liveConnector.borrowConn() as conn:
with conn.cursor() as cursor:
cursor.execute("SET LOCAL statement_timeout = 500")
with pytest.raises(psycopg2.errors.QueryCanceled):
cursor.execute("SELECT pg_sleep(5)")
# Follow-up call must succeed quickly: connection is back in the pool.
t0 = time.perf_counter()
rows = liveConnector.getRecordset(PoolTestRow)
elapsed = time.perf_counter() - t0
assert any(r["id"] == "seed" for r in rows)
assert elapsed < 1.0, f"follow-up call took {elapsed:.2f}s — pool may be wedged"
class TestPoolRegistry:
def test_one_pool_per_database_identity(self, liveConnector):
"""Two connectors against the same (host, db, port) share one pool."""
cfg = _DB_CFG
pool1 = _PoolRegistry.getPool(
dbHost=cfg["host"], dbDatabase=liveConnector.dbDatabase,
dbUser=cfg["user"], dbPassword=cfg["password"], dbPort=cfg["port"],
)
pool2 = _PoolRegistry.getPool(
dbHost=cfg["host"], dbDatabase=liveConnector.dbDatabase,
dbUser=cfg["user"], dbPassword=cfg["password"], dbPort=cfg["port"],
)
assert pool1 is pool2
def test_close_all_clears_registry(self, liveConnector):
"""`closeAllPools()` empties the registry so the next call rebuilds."""
# Touch the pool first.
liveConnector.getRecordset(PoolTestRow)
assert _PoolRegistry._pools, "pool should exist after a real call"
closeAllPools()
assert _PoolRegistry._pools == {}, "registry should be empty after closeAllPools()"

10
tests/unit/interfaces/test_folderRbac.py
View file

@ -68,6 +68,16 @@ class _FakeDb:
def _ensureTableExists(self, modelClass):
return True
def borrowCursor(self):
"""Mimic `DatabaseConnector.borrowCursor()` context manager."""
from contextlib import contextmanager
from unittest.mock import MagicMock
@contextmanager
def _cm():
yield MagicMock()
return _cm()
def seed(self, modelClass, record: Dict[str, Any]):
tableName = modelClass.__name__
self._tables.setdefault(tableName, {})

10
tests/unit/routes/test_folder_crud.py
View file

@ -69,6 +69,16 @@ class _FakeDb:
def _ensureTableExists(self, modelClass):
return True
def borrowCursor(self):
"""Mimic `DatabaseConnector.borrowCursor()` context manager for the cascade test."""
from contextlib import contextmanager
from unittest.mock import MagicMock
@contextmanager
def _cm():
yield MagicMock()
return _cm()
def seed(self, modelClass, record: Dict[str, Any]):
tableName = modelClass.__name__
self._tables.setdefault(tableName, {})

359
tests/unit/services/test_buildTree.py Normal file
View file

@ -0,0 +1,359 @@
"""Unit tests for the generic UDB tree builder.
Verifies key encoding/decoding and that children for parent keys with
existing handlers (top-level, conn, mgrp, feat) are produced with the
correct effective-flag triplet.
"""
from __future__ import annotations
import asyncio
import unittest
from unittest.mock import MagicMock, patch
from modules.serviceCenter.services.serviceKnowledge import _buildTree
class TestKeyCoding(unittest.TestCase):
def test_encode_decode_roundtrip(self):
key = _buildTree._encode("ds", "conn-1", "sharepointFolder", "/sites/x")
kind, parts = _buildTree._decode(key)
self.assertEqual(kind, "ds")
self.assertEqual(parts, ["conn-1", "sharepointFolder", "/sites/x"])
def test_top_level_kinds(self):
self.assertEqual(_buildTree._decode("conn|abc")[0], "conn")
self.assertEqual(_buildTree._decode("mgrp|m1")[0], "mgrp")
self.assertEqual(_buildTree._decode("feat|m1|trustee|fi-1")[1], ["m1", "trustee", "fi-1"])
class TestEffectiveTriplets(unittest.TestCase):
def test_ds_triplet_no_record_returns_defaults(self):
result = _buildTree._effectiveTripletDs("c", "msft", "/", [])
self.assertEqual(result, {
"effectiveNeutralize": False,
"effectiveScope": "personal",
"effectiveRagIndexEnabled": False,
})
def test_ds_triplet_inherits_from_root(self):
root = {
"id": "r", "connectionId": "c", "sourceType": "msft", "path": "/",
"neutralize": True, "scope": "mandate", "ragIndexEnabled": True,
}
result = _buildTree._effectiveTripletDs("c", "sharepointFolder", "/sites/x", [root])
self.assertEqual(result["effectiveNeutralize"], True)
self.assertEqual(result["effectiveScope"], "mandate")
self.assertEqual(result["effectiveRagIndexEnabled"], True)
def test_fds_triplet_inherits_from_workspace_wildcard(self):
ws = {
"id": "ws", "workspaceInstanceId": "ws-inst", "featureInstanceId": "fi1",
"tableName": "*", "recordFilter": None, "neutralize": True,
"scope": "mandate", "ragIndexEnabled": True,
}
result = _buildTree._effectiveTripletFds("fi1", "Pos", None, [ws])
self.assertEqual(result["effectiveNeutralize"], True)
self.assertEqual(result["effectiveScope"], "mandate")
self.assertEqual(result["effectiveRagIndexEnabled"], True)
class TestRecordLookup(unittest.TestCase):
def test_finds_ds_record_by_normalised_path(self):
rec = {"id": "x", "connectionId": "c", "sourceType": "msft", "path": "/folder"}
self.assertEqual(_buildTree._findDsRecord([rec], "c", "msft", "/folder/").get("id"), "x")
self.assertIsNone(_buildTree._findDsRecord([rec], "c", "msft", "/other"))
def test_finds_fds_record_with_matching_filter(self):
rec = {"id": "f", "workspaceInstanceId": "ws", "featureInstanceId": "fi1", "tableName": "Pos", "recordFilter": {"id": "5"}}
self.assertEqual(_buildTree._findFdsRecord([rec], "fi1", "Pos", {"id": "5"}).get("id"), "f")
self.assertIsNone(_buildTree._findFdsRecord([rec], "fi1", "Pos", {"id": "99"}))
def test_fds_record_with_none_filter_matches_only_none(self):
rec = {"id": "f", "workspaceInstanceId": "ws", "featureInstanceId": "fi1", "tableName": "*", "recordFilter": None}
self.assertEqual(_buildTree._findFdsRecord([rec], "fi1", "*", None).get("id"), "f")
self.assertIsNone(_buildTree._findFdsRecord([rec], "fi1", "*", {"id": "1"}))
class TestGetChildrenForParents(unittest.TestCase):
"""End-to-end orchestrator test with mocked dependencies."""
def _runAsync(self, coro):
return asyncio.get_event_loop().run_until_complete(coro)
def test_unknown_parent_key_returns_empty_list(self):
with patch("modules.interfaces.interfaceDbApp.getRootInterface") as mockRoot:
rootIf = MagicMock()
rootIf.db.getRecordset.return_value = []
mockRoot.return_value = rootIf
ctx = MagicMock()
ctx.user.id = "u1"
ctx.mandateId = "m1"
result = self._runAsync(
_buildTree.getChildrenForParents("inst-1", ["bogus|key"], ctx)
)
self.assertEqual(result["bogus|key"], [])
def test_top_level_emits_personal_root_first(self):
"""Top-level emits personalRoot first, then mandate-group nodes inline."""
with patch("modules.interfaces.interfaceDbApp.getRootInterface") as mockRoot:
rootIf = MagicMock()
rootIf.db.getRecordset.return_value = []
rootIf.getUserMandates.return_value = []
mockRoot.return_value = rootIf
ctx = MagicMock()
ctx.user.id = "u1"
ctx.mandateId = "m1"
result = self._runAsync(
_buildTree.getChildrenForParents("inst-1", [None], ctx)
)
children = result["__root__"]
self.assertGreaterEqual(len(children), 1)
personalRoot = children[0]
self.assertEqual(personalRoot["key"], "personalRoot")
self.assertEqual(personalRoot["kind"], "synthRoot")
self.assertIsNone(personalRoot["parentKey"])
self.assertTrue(personalRoot["hasChildren"])
self.assertTrue(personalRoot["defaultExpanded"])
class TestTopLevelLayout(unittest.TestCase):
"""Tests for the flat top-level layout (personalRoot + mandate groups)."""
def _runAsync(self, coro):
return asyncio.get_event_loop().run_until_complete(coro)
def test_personal_root_carries_neutral_default_triplet(self):
with patch("modules.interfaces.interfaceDbApp.getRootInterface") as mockRoot:
rootIf = MagicMock()
rootIf.db.getRecordset.return_value = []
rootIf.getUserMandates.return_value = []
mockRoot.return_value = rootIf
ctx = MagicMock()
ctx.user.id = "u1"
ctx.mandateId = "m1"
result = self._runAsync(
_buildTree.getChildrenForParents("inst-1", [None], ctx)
)
personalRoot = result["__root__"][0]
self.assertFalse(personalRoot["effectiveNeutralize"])
self.assertEqual(personalRoot["effectiveScope"], "personal")
self.assertFalse(personalRoot["effectiveRagIndexEnabled"])
self.assertFalse(personalRoot["supportsRag"])
self.assertFalse(personalRoot["canBeAdded"])
self.assertIsNone(personalRoot["dataSourceId"])
self.assertIsNone(personalRoot["modelType"])
def test_personal_root_emits_active_connection_with_correct_parent(self):
with patch("modules.interfaces.interfaceDbApp.getRootInterface") as mockRoot, \
patch("modules.serviceCenter.getService") as mockGetService:
rootIf = MagicMock()
rootIf.db.getRecordset.return_value = []
mockRoot.return_value = rootIf
chatService = MagicMock()
chatService.getUserConnections.return_value = [{
"id": "conn-1",
"status": "active",
"authority": "msft",
"externalEmail": "user@example.com",
}]
mockGetService.return_value = chatService
ctx = MagicMock()
ctx.user.id = "u1"
ctx.mandateId = "m1"
result = self._runAsync(
_buildTree.getChildrenForParents("inst-1", ["personalRoot"], ctx)
)
children = result["personalRoot"]
self.assertEqual(len(children), 1)
self.assertEqual(children[0]["key"], "conn|conn-1")
self.assertEqual(children[0]["kind"], "connection")
self.assertEqual(children[0]["parentKey"], "personalRoot")
self.assertEqual(children[0]["label"], "user@example.com")
self.assertTrue(children[0]["supportsRag"])
def test_personal_root_skips_inactive_connection(self):
with patch("modules.interfaces.interfaceDbApp.getRootInterface") as mockRoot, \
patch("modules.serviceCenter.getService") as mockGetService:
rootIf = MagicMock()
rootIf.db.getRecordset.return_value = []
mockRoot.return_value = rootIf
chatService = MagicMock()
chatService.getUserConnections.return_value = [
{"id": "c1", "status": "active", "authority": "msft", "externalEmail": "a"},
{"id": "c2", "status": "expired", "authority": "google", "externalEmail": "b"},
]
mockGetService.return_value = chatService
ctx = MagicMock()
ctx.user.id = "u1"
ctx.mandateId = "m1"
result = self._runAsync(
_buildTree.getChildrenForParents("inst-1", ["personalRoot"], ctx)
)
self.assertEqual(len(result["personalRoot"]), 1)
self.assertEqual(result["personalRoot"][0]["connectionId"], "c1")
def test_mandate_groups_emitted_inline_at_top_level(self):
with patch("modules.interfaces.interfaceDbApp.getRootInterface") as mockRoot, \
patch("modules.security.rbacCatalog.getCatalogService") as mockCatalog:
rootIf = MagicMock()
rootIf.db.getRecordset.return_value = []
userMandate = MagicMock()
userMandate.mandateId = "m1"
rootIf.getUserMandates.return_value = [userMandate]
featureInst = MagicMock()
featureInst.id = "fi-1"
featureInst.featureCode = "trustee"
featureInst.enabled = True
rootIf.getFeatureInstancesByMandate.return_value = [featureInst]
featureAccess = MagicMock()
featureAccess.enabled = True
rootIf.getFeatureAccess.return_value = featureAccess
mockRoot.return_value = rootIf
catalog = MagicMock()
catalog.getFeaturesWithDataObjects.return_value = ["trustee"]
mockCatalog.return_value = catalog
ctx = MagicMock()
ctx.user.id = "u1"
ctx.mandateId = None
result = self._runAsync(
_buildTree.getChildrenForParents("inst-1", [None], ctx)
)
children = result["__root__"]
byKey = {c["key"]: c for c in children}
self.assertIn("personalRoot", byKey)
self.assertIn("mgrp|m1", byKey)
mgroup = byKey["mgrp|m1"]
self.assertEqual(mgroup["kind"], "mandateGroup")
self.assertIsNone(mgroup["parentKey"])
self.assertEqual(mgroup["mandateId"], "m1")
self.assertTrue(mgroup["defaultExpanded"])
self.assertFalse(mgroup["supportsRag"])
def test_top_level_omits_mandates_without_data_features(self):
with patch("modules.interfaces.interfaceDbApp.getRootInterface") as mockRoot, \
patch("modules.security.rbacCatalog.getCatalogService") as mockCatalog:
rootIf = MagicMock()
rootIf.db.getRecordset.return_value = []
userMandate = MagicMock()
userMandate.mandateId = "m1"
rootIf.getUserMandates.return_value = [userMandate]
rootIf.getFeatureInstancesByMandate.return_value = []
mockRoot.return_value = rootIf
catalog = MagicMock()
catalog.getFeaturesWithDataObjects.return_value = ["trustee"]
mockCatalog.return_value = catalog
ctx = MagicMock()
ctx.user.id = "u1"
ctx.mandateId = None
result = self._runAsync(
_buildTree.getChildrenForParents("inst-1", [None], ctx)
)
keys = [c["key"] for c in result["__root__"]]
self.assertEqual(keys, ["personalRoot"])
def test_personal_root_listed_first_via_display_order(self):
with patch("modules.interfaces.interfaceDbApp.getRootInterface") as mockRoot, \
patch("modules.security.rbacCatalog.getCatalogService") as mockCatalog:
rootIf = MagicMock()
rootIf.db.getRecordset.return_value = []
userMandate = MagicMock()
userMandate.mandateId = "m1"
rootIf.getUserMandates.return_value = [userMandate]
featureInst = MagicMock()
featureInst.id = "fi-1"
featureInst.featureCode = "trustee"
featureInst.enabled = True
rootIf.getFeatureInstancesByMandate.return_value = [featureInst]
featureAccess = MagicMock()
featureAccess.enabled = True
rootIf.getFeatureAccess.return_value = featureAccess
mockRoot.return_value = rootIf
catalog = MagicMock()
catalog.getFeaturesWithDataObjects.return_value = ["trustee"]
mockCatalog.return_value = catalog
ctx = MagicMock()
ctx.user.id = "u1"
ctx.mandateId = None
result = self._runAsync(
_buildTree.getChildrenForParents("inst-1", [None], ctx)
)
children = result["__root__"]
self.assertEqual(children[0]["key"], "personalRoot")
self.assertEqual(children[0]["displayOrder"], 0)
class TestFeatureTableFields(unittest.TestCase):
"""Per-column field expansion under a feature data-source table."""
def test_emits_one_node_per_field(self):
nodes = _buildTree._featureTableFields(
parentKey="fdstbl|fi-1|TrusteePosition",
featureInstanceId="fi-1",
tableName="TrusteePosition",
fieldNames=["id", "valuta", "company"],
allFds=[],
)
self.assertEqual(len(nodes), 3)
self.assertEqual(nodes[0]["kind"], "fdsField")
self.assertEqual(nodes[0]["fieldName"], "id")
self.assertEqual(nodes[0]["parentKey"], "fdstbl|fi-1|TrusteePosition")
self.assertEqual(nodes[0]["key"], "fdsfld|fi-1|TrusteePosition|id")
self.assertFalse(nodes[0]["hasChildren"])
self.assertFalse(nodes[0]["supportsRag"])
def test_field_neutralize_inherits_from_table_blanket(self):
rec = {"id": "f", "workspaceInstanceId": "ws-1", "featureInstanceId": "fi-1",
"tableName": "TrusteePosition", "recordFilter": None,
"neutralize": True, "neutralizeFields": None,
"scope": None, "ragIndexEnabled": False}
nodes = _buildTree._featureTableFields(
parentKey="fdstbl|fi-1|TrusteePosition",
featureInstanceId="fi-1",
tableName="TrusteePosition",
fieldNames=["email", "company"],
allFds=[rec],
)
self.assertTrue(nodes[0]["effectiveNeutralize"])
self.assertTrue(nodes[1]["effectiveNeutralize"])
def test_field_neutralize_explicit_via_neutralize_fields(self):
rec = {"id": "f", "workspaceInstanceId": "ws-1", "featureInstanceId": "fi-1",
"tableName": "TrusteePosition", "recordFilter": None,
"neutralize": False, "neutralizeFields": ["email"],
"scope": None, "ragIndexEnabled": False}
nodes = _buildTree._featureTableFields(
parentKey="fdstbl|fi-1|TrusteePosition",
featureInstanceId="fi-1",
tableName="TrusteePosition",
fieldNames=["email", "company"],
allFds=[rec],
)
byField = {n["fieldName"]: n for n in nodes}
self.assertTrue(byField["email"]["effectiveNeutralize"])
self.assertFalse(byField["company"]["effectiveNeutralize"])
if __name__ == "__main__":
unittest.main()

55
tests/unit/services/test_costEstimate.py Normal file
View file

@ -0,0 +1,55 @@
"""Unit tests for `_costEstimate` heuristic.
Validates the output shape, basic formulas, and that 'basis' annotations
are always present (the user-facing transparency contract).
"""
from __future__ import annotations
import unittest
from modules.serviceCenter.services.serviceKnowledge import _costEstimate
class TestCostEstimate(unittest.TestCase):
def test_files_shape(self):
result = _costEstimate.estimateBootstrapCost(
{"maxBytes": 200 * 1024 * 1024}, kind="files",
)
self.assertIn("estimatedTokens", result)
self.assertIn("estimatedUsd", result)
self.assertIn("basis", result)
self.assertIn("assumptions", result["basis"])
self.assertIn("formula", result["basis"]["assumptions"])
self.assertIn("notes", result["basis"])
def test_files_doubling_maxBytes_doubles_tokens(self):
low = _costEstimate.estimateBootstrapCost({"maxBytes": 100 * 1024 * 1024}, kind="files")
high = _costEstimate.estimateBootstrapCost({"maxBytes": 200 * 1024 * 1024}, kind="files")
self.assertEqual(high["estimatedTokens"], low["estimatedTokens"] * 2)
def test_clickup_uses_tasks_and_workspaces(self):
result = _costEstimate.estimateBootstrapCost(
{"maxTasks": 100, "maxWorkspaces": 2, "maxListsPerWorkspace": 10},
kind="clickup",
)
expectedTokens = 100 * 2 * _costEstimate.DEFAULT_TOKENS_PER_ITEM
self.assertEqual(result["estimatedTokens"], expectedTokens)
def test_unknown_kind_returns_zero(self):
result = _costEstimate.estimateBootstrapCost({}, kind="totally-unknown")
self.assertEqual(result["estimatedTokens"], 0)
self.assertEqual(result["estimatedUsd"], 0.0)
def test_usd_is_rounded_4_decimals(self):
result = _costEstimate.estimateBootstrapCost({"maxBytes": 1024 * 1024}, kind="files")
rounded = round(result["estimatedUsd"], 4)
self.assertEqual(result["estimatedUsd"], rounded)
def test_basis_includes_input_limits(self):
result = _costEstimate.estimateBootstrapCost({"maxBytes": 42}, kind="files")
self.assertEqual(result["basis"]["limits"]["maxBytes"], 42)
if __name__ == "__main__":
unittest.main()

655
tests/unit/services/test_inheritFlags.py Normal file
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@ -0,0 +1,655 @@
"""Unit tests for `_inheritFlags` cascade-inherit helpers.
Verifies:
- getEffectiveFlag mode='walk': walks ancestors via path-prefix matching
- getEffectiveFlag mode='aggregate': returns 'mixed' when subtree diverges
- cascadeResetDescendants: bottom-up reset returning List[str]
- cascadeResetDescendantsFds: same for FeatureDataSource
- collectAncestorChain / collectAncestorChainFds: ancestor discovery
- buildEffectiveByConnection / buildEffectiveByWorkspaceFds: batch compute
"""
from __future__ import annotations
import unittest
from typing import List
from unittest.mock import MagicMock
from modules.serviceCenter.services.serviceKnowledge import _inheritFlags
def _ds(idVal: str, path: str, **flags) -> dict:
"""Build a DataSource dict with sensible defaults for a fixture."""
base = {
"id": idVal,
"connectionId": "conn-1",
"sourceType": "sharepointFolder",
"path": path,
"neutralize": None,
"ragIndexEnabled": None,
"scope": None,
}
base.update(flags)
return base
def _fds(idVal: str, *, tableName: str, recordFilter=None, featureInstanceId="fi-1", **flags) -> dict:
"""Build a FeatureDataSource dict fixture."""
base = {
"id": idVal,
"workspaceInstanceId": "ws-1",
"featureInstanceId": featureInstanceId,
"tableName": tableName,
"recordFilter": recordFilter,
"neutralize": None,
"scope": None,
}
base.update(flags)
return base
# ===========================================================================
# DataSource: getEffectiveFlag mode='walk'
# ===========================================================================
class TestEffectiveFlagWalk(unittest.TestCase):
def test_explicit_own_value_wins(self):
root = _ds("r", "/", neutralize=False)
leaf = _ds("l", "/folder/sub", neutralize=True)
self.assertTrue(_inheritFlags.getEffectiveFlag(leaf, "neutralize", [root, leaf]))
def test_inherits_from_root_when_own_is_none(self):
root = _ds("r", "/", neutralize=True)
leaf = _ds("l", "/folder/sub")
self.assertTrue(_inheritFlags.getEffectiveFlag(leaf, "neutralize", [root, leaf]))
def test_default_false_when_chain_empty(self):
leaf = _ds("l", "/folder/sub")
self.assertFalse(_inheritFlags.getEffectiveFlag(leaf, "neutralize", [leaf]))
def test_nearest_ancestor_wins_over_distant(self):
root = _ds("r", "/", neutralize=False)
mid = _ds("m", "/folder", neutralize=True)
leaf = _ds("l", "/folder/sub")
self.assertTrue(_inheritFlags.getEffectiveFlag(leaf, "neutralize", [root, mid, leaf]))
def test_different_connection_ignored(self):
otherConn = _ds("o", "/", connectionId="conn-2", neutralize=True)
leaf = _ds("l", "/folder")
self.assertFalse(_inheritFlags.getEffectiveFlag(leaf, "neutralize", [otherConn, leaf]))
def test_different_sourcetype_ignored(self):
otherType = _ds("o", "/", sourceType="outlookFolder", neutralize=True)
leaf = _ds("l", "/folder")
self.assertFalse(_inheritFlags.getEffectiveFlag(leaf, "neutralize", [otherType, leaf]))
def test_path_separator_required(self):
notAncestor = _ds("a", "/foo", neutralize=True)
leaf = _ds("l", "/foobar")
self.assertFalse(_inheritFlags.getEffectiveFlag(leaf, "neutralize", [notAncestor, leaf]))
def test_root_is_ancestor_of_everything(self):
root = _ds("r", "/", neutralize=True)
leaf = _ds("l", "/anything/anywhere")
self.assertTrue(_inheritFlags.getEffectiveFlag(leaf, "neutralize", [root, leaf]))
def test_scope_inheritance_with_string_default(self):
root = _ds("r", "/", scope="mandate")
leaf = _ds("l", "/folder")
self.assertEqual(_inheritFlags.getEffectiveFlag(leaf, "scope", [root, leaf]), "mandate")
def test_scope_default_personal_when_empty(self):
leaf = _ds("l", "/folder")
self.assertEqual(_inheritFlags.getEffectiveFlag(leaf, "scope", [leaf]), "personal")
def test_unknown_flag_raises(self):
leaf = _ds("l", "/")
with self.assertRaises(ValueError):
_inheritFlags.getEffectiveFlag(leaf, "unknownFlag", [leaf])
def test_explicit_false_overrides_inherited_true(self):
root = _ds("r", "/", neutralize=True)
leaf = _ds("l", "/folder", neutralize=False)
self.assertFalse(_inheritFlags.getEffectiveFlag(leaf, "neutralize", [root, leaf]))
def test_connection_root_inherits_cross_sourcetype(self):
connRoot = _ds("conn", "/", sourceType="msft", neutralize=True)
spService = _ds("sp", "/", sourceType="sharepointFolder")
olService = _ds("ol", "/", sourceType="outlookFolder")
allDs = [connRoot, spService, olService]
self.assertTrue(_inheritFlags.getEffectiveFlag(spService, "neutralize", allDs))
self.assertTrue(_inheritFlags.getEffectiveFlag(olService, "neutralize", allDs))
def test_same_sourcetype_ancestor_wins_over_connection_root(self):
connRoot = _ds("conn", "/", sourceType="msft", neutralize=True)
spRoot = _ds("sp", "/", sourceType="sharepointFolder", neutralize=False)
spLeaf = _ds("spl", "/sites/x", sourceType="sharepointFolder")
self.assertFalse(_inheritFlags.getEffectiveFlag(spLeaf, "neutralize", [connRoot, spRoot, spLeaf]))
def test_connection_root_does_not_self_inherit(self):
connRoot = _ds("conn", "/", sourceType="msft")
self.assertFalse(_inheritFlags.getEffectiveFlag(connRoot, "neutralize", [connRoot]))
# ===========================================================================
# DataSource: getEffectiveFlag mode='aggregate'
# ===========================================================================
class TestEffectiveFlagAggregate(unittest.TestCase):
def test_leaf_without_descendants_returns_concrete(self):
leaf = _ds("l", "/folder", neutralize=True)
self.assertTrue(_inheritFlags.getEffectiveFlag(leaf, "neutralize", [leaf], mode="aggregate"))
def test_all_descendants_same_returns_concrete(self):
root = _ds("r", "/", neutralize=True)
child1 = _ds("c1", "/a", neutralize=True)
child2 = _ds("c2", "/b") # inherits True from root
allDs = [root, child1, child2]
self.assertTrue(_inheritFlags.getEffectiveFlag(root, "neutralize", allDs, mode="aggregate"))
def test_divergent_descendants_returns_mixed(self):
root = _ds("r", "/", neutralize=True)
child1 = _ds("c1", "/a", neutralize=False)
child2 = _ds("c2", "/b") # inherits True from root
allDs = [root, child1, child2]
self.assertEqual(_inheritFlags.getEffectiveFlag(root, "neutralize", allDs, mode="aggregate"), "mixed")
def test_mixed_scope(self):
root = _ds("r", "/", scope="personal")
child1 = _ds("c1", "/a", scope="team")
child2 = _ds("c2", "/b") # inherits personal from root
allDs = [root, child1, child2]
self.assertEqual(_inheritFlags.getEffectiveFlag(root, "scope", allDs, mode="aggregate"), "mixed")
def test_all_scope_same_explicit_returns_concrete(self):
root = _ds("r", "/", scope="team")
child1 = _ds("c1", "/a", scope="team")
child2 = _ds("c2", "/b") # inherits team
allDs = [root, child1, child2]
self.assertEqual(_inheritFlags.getEffectiveFlag(root, "scope", allDs, mode="aggregate"), "team")
def test_connection_root_aggregate_cross_sourcetype(self):
connRoot = _ds("conn", "/", sourceType="msft", neutralize=True)
spExplicit = _ds("sp", "/", sourceType="sharepointFolder", neutralize=False)
olInherit = _ds("ol", "/", sourceType="outlookFolder") # inherits True
allDs = [connRoot, spExplicit, olInherit]
self.assertEqual(
_inheritFlags.getEffectiveFlag(connRoot, "neutralize", allDs, mode="aggregate"),
"mixed",
)
def test_mid_level_aggregate_only_considers_own_subtree(self):
root = _ds("r", "/", neutralize=True)
mid = _ds("m", "/folder", neutralize=True)
midChild = _ds("mc", "/folder/sub", neutralize=True)
sibling = _ds("s", "/other", neutralize=False) # not under mid
allDs = [root, mid, midChild, sibling]
# mid's subtree is just midChild(True) + mid(True) = uniform
self.assertTrue(_inheritFlags.getEffectiveFlag(mid, "neutralize", allDs, mode="aggregate"))
# root's subtree includes sibling(False) = mixed
self.assertEqual(
_inheritFlags.getEffectiveFlag(root, "neutralize", allDs, mode="aggregate"),
"mixed",
)
def test_walk_mode_never_returns_mixed(self):
root = _ds("r", "/", neutralize=True)
child = _ds("c", "/a", neutralize=False)
allDs = [root, child]
self.assertTrue(_inheritFlags.getEffectiveFlag(root, "neutralize", allDs, mode="walk"))
# ===========================================================================
# DataSource: cascadeResetDescendants (bottom-up, List[str])
# ===========================================================================
class TestCascadeReset(unittest.TestCase):
def _makeRootIf(self, dataSources: List[dict]):
rootIf = MagicMock()
rootIf.db.getRecordset = MagicMock(return_value=dataSources)
modified = []
def _modify(model, recordId, fields):
modified.append((recordId, fields))
rootIf.db.recordModify = MagicMock(side_effect=_modify)
return rootIf, modified
def test_returns_list_of_ids(self):
parent = _ds("p", "/sites", neutralize=True)
child = _ds("c1", "/sites/folder1", neutralize=False)
rootIf, _ = self._makeRootIf([parent, child])
result = _inheritFlags.cascadeResetDescendants(rootIf, parent, "neutralize")
self.assertIsInstance(result, list)
self.assertEqual(result, ["c1"])
def test_resets_only_explicit_descendants(self):
parent = _ds("p", "/sites", neutralize=True)
explicitChild = _ds("c1", "/sites/folder1", neutralize=False)
inheritChild = _ds("c2", "/sites/folder2")
sibling = _ds("s", "/other", neutralize=True)
rootIf, modified = self._makeRootIf([parent, explicitChild, inheritChild, sibling])
result = _inheritFlags.cascadeResetDescendants(rootIf, parent, "neutralize")
self.assertEqual(result, ["c1"])
self.assertEqual(modified, [("c1", {"neutralize": None})])
def test_bottom_up_order(self):
"""Deepest items are reset first."""
parent = _ds("p", "/", neutralize=True)
level1 = _ds("l1", "/a", neutralize=False)
level2 = _ds("l2", "/a/b", neutralize=False)
level3 = _ds("l3", "/a/b/c", neutralize=False)
rootIf, modified = self._makeRootIf([parent, level1, level2, level3])
result = _inheritFlags.cascadeResetDescendants(rootIf, parent, "neutralize")
self.assertEqual(result, ["l3", "l2", "l1"])
def test_deep_cascade_through_null_items(self):
"""null items are skipped (no DB write) but cascade continues deeper."""
parent = _ds("p", "/", neutralize=True)
nullChild = _ds("n", "/a") # null — no write, but not a barrier
deepExplicit = _ds("d", "/a/b", neutralize=False)
rootIf, modified = self._makeRootIf([parent, nullChild, deepExplicit])
result = _inheritFlags.cascadeResetDescendants(rootIf, parent, "neutralize")
self.assertEqual(result, ["d"])
self.assertEqual(modified, [("d", {"neutralize": None})])
def test_does_not_modify_parent(self):
parent = _ds("p", "/", neutralize=True)
child = _ds("c", "/a", neutralize=False)
rootIf, modified = self._makeRootIf([parent, child])
_inheritFlags.cascadeResetDescendants(rootIf, parent, "neutralize")
self.assertNotIn("p", [m[0] for m in modified])
def test_connection_root_cascades_cross_sourcetype(self):
connRoot = _ds("conn", "/", sourceType="msft", neutralize=True)
spExplicit = _ds("sp", "/", sourceType="sharepointFolder", neutralize=False)
olInherit = _ds("ol", "/", sourceType="outlookFolder")
spLeaf = _ds("sp-leaf", "/sites/x", sourceType="sharepointFolder", neutralize=True)
rootIf, modified = self._makeRootIf([connRoot, spExplicit, olInherit, spLeaf])
result = _inheritFlags.cascadeResetDescendants(rootIf, connRoot, "neutralize")
self.assertEqual(set(result), {"sp", "sp-leaf"})
# sp-leaf is deeper, should come first
self.assertEqual(result[0], "sp-leaf")
def test_does_not_cross_sourcetype_for_non_authority(self):
parent = _ds("p", "/", neutralize=True, sourceType="sharepointFolder")
otherType = _ds("o", "/anything", neutralize=False, sourceType="outlookFolder")
rootIf, modified = self._makeRootIf([parent, otherType])
result = _inheritFlags.cascadeResetDescendants(rootIf, parent, "neutralize")
self.assertEqual(result, [])
def test_unknown_flag_raises(self):
parent = _ds("p", "/", neutralize=True)
rootIf, _ = self._makeRootIf([parent])
with self.assertRaises(ValueError):
_inheritFlags.cascadeResetDescendants(rootIf, parent, "unknownFlag")
# ===========================================================================
# DataSource: collectAncestorChain
# ===========================================================================
class TestCollectAncestorChain(unittest.TestCase):
def test_returns_nearest_first(self):
root = _ds("r", "/", neutralize=True)
mid = _ds("m", "/a")
leaf = _ds("l", "/a/b")
chain = _inheritFlags.collectAncestorChain(leaf, [root, mid, leaf])
self.assertEqual([_inheritFlags._getRecordValue(c, "id") for c in chain], ["m", "r"])
def test_connection_root_is_last(self):
connRoot = _ds("conn", "/", sourceType="msft")
spRoot = _ds("sp", "/", sourceType="sharepointFolder")
spLeaf = _ds("spl", "/sub", sourceType="sharepointFolder")
chain = _inheritFlags.collectAncestorChain(spLeaf, [connRoot, spRoot, spLeaf])
ids = [_inheritFlags._getRecordValue(c, "id") for c in chain]
self.assertEqual(ids, ["sp", "conn"])
def test_root_has_no_ancestors(self):
root = _ds("r", "/")
chain = _inheritFlags.collectAncestorChain(root, [root])
self.assertEqual(chain, [])
# ===========================================================================
# DataSource: buildEffectiveByConnection
# ===========================================================================
class TestBuildEffectiveByConnection(unittest.TestCase):
def test_walk_mode(self):
root = _ds("r", "/", neutralize=True)
child = _ds("c", "/a", neutralize=False)
leaf = _ds("l", "/a/b") # inherits False from child
result = _inheritFlags.buildEffectiveByConnection([root, child, leaf], "neutralize", mode="walk")
self.assertEqual(result, {"r": True, "c": False, "l": False})
def test_aggregate_mode(self):
root = _ds("r", "/", neutralize=True)
child = _ds("c", "/a", neutralize=False)
leaf = _ds("l", "/a/b") # inherits False from child
result = _inheritFlags.buildEffectiveByConnection([root, child, leaf], "neutralize", mode="aggregate")
self.assertEqual(result["r"], "mixed")
self.assertEqual(result["c"], False)
self.assertEqual(result["l"], False)
# ===========================================================================
# FeatureDataSource: getEffectiveFlagFds
# ===========================================================================
class TestFdsEffectiveFlagWalk(unittest.TestCase):
def test_own_explicit_wins(self):
ws = _fds("ws", tableName="*", neutralize=False)
rec = _fds("r", tableName="Pos", recordFilter={"id": "1"}, neutralize=True)
self.assertTrue(_inheritFlags.getEffectiveFlagFds(rec, "neutralize", [ws, rec]))
def test_inherits_from_table_wildcard(self):
tbl = _fds("t", tableName="Pos", neutralize=True)
rec = _fds("r", tableName="Pos", recordFilter={"id": "1"})
self.assertTrue(_inheritFlags.getEffectiveFlagFds(rec, "neutralize", [tbl, rec]))
def test_table_wildcard_beats_workspace_wildcard(self):
ws = _fds("ws", tableName="*", neutralize=False)
tbl = _fds("t", tableName="Pos", neutralize=True)
rec = _fds("r", tableName="Pos", recordFilter={"id": "1"})
self.assertTrue(_inheritFlags.getEffectiveFlagFds(rec, "neutralize", [ws, tbl, rec]))
def test_workspace_wildcard_inherits_when_no_table(self):
ws = _fds("ws", tableName="*", neutralize=True)
rec = _fds("r", tableName="Pos", recordFilter={"id": "1"})
self.assertTrue(_inheritFlags.getEffectiveFlagFds(rec, "neutralize", [ws, rec]))
def test_default_false_when_chain_empty(self):
rec = _fds("r", tableName="Pos", recordFilter={"id": "1"})
self.assertFalse(_inheritFlags.getEffectiveFlagFds(rec, "neutralize", [rec]))
def test_unknown_flag_raises(self):
rec = _fds("r", tableName="*")
with self.assertRaises(ValueError):
_inheritFlags.getEffectiveFlagFds(rec, "doesNotExist", [rec])
class TestFdsEffectiveFlagAggregate(unittest.TestCase):
def test_leaf_without_descendants(self):
rec = _fds("r", tableName="Pos", recordFilter={"id": "1"}, neutralize=True)
self.assertTrue(_inheritFlags.getEffectiveFlagFds(rec, "neutralize", [rec], mode="aggregate"))
def test_all_descendants_same(self):
ws = _fds("ws", tableName="*", neutralize=True)
tbl = _fds("t", tableName="Pos") # inherits True
rec = _fds("r", tableName="Pos", recordFilter={"id": "1"}) # inherits True
allFds = [ws, tbl, rec]
self.assertTrue(_inheritFlags.getEffectiveFlagFds(ws, "neutralize", allFds, mode="aggregate"))
def test_divergent_descendants_returns_mixed(self):
ws = _fds("ws", tableName="*", neutralize=True)
tbl = _fds("t", tableName="Pos", neutralize=False)
rec = _fds("r", tableName="Pos", recordFilter={"id": "1"}) # inherits False from tbl
allFds = [ws, tbl, rec]
self.assertEqual(
_inheritFlags.getEffectiveFlagFds(ws, "neutralize", allFds, mode="aggregate"),
"mixed",
)
def test_table_aggregate_own_subtree_only(self):
ws = _fds("ws", tableName="*", neutralize=True)
tblA = _fds("tA", tableName="A", neutralize=True)
recA = _fds("rA", tableName="A", recordFilter={"id": "1"}, neutralize=True)
tblB = _fds("tB", tableName="B", neutralize=False)
allFds = [ws, tblA, recA, tblB]
# tblA subtree: all True
self.assertTrue(_inheritFlags.getEffectiveFlagFds(tblA, "neutralize", allFds, mode="aggregate"))
# ws subtree: mixed (tblB is False)
self.assertEqual(
_inheritFlags.getEffectiveFlagFds(ws, "neutralize", allFds, mode="aggregate"),
"mixed",
)
# ===========================================================================
# FeatureDataSource: cascadeResetDescendantsFds (bottom-up, List[str])
# ===========================================================================
class TestFdsCascadeReset(unittest.TestCase):
def _makeRootIf(self, fdses):
rootIf = MagicMock()
rootIf.db.getRecordset = MagicMock(return_value=fdses)
modified = []
def _modify(model, recordId, fields):
modified.append((recordId, fields))
rootIf.db.recordModify = MagicMock(side_effect=_modify)
return rootIf, modified
def test_returns_list_of_ids(self):
ws = _fds("ws", tableName="*", neutralize=True)
tbl = _fds("t", tableName="Pos", neutralize=False)
rootIf, _ = self._makeRootIf([ws, tbl])
result = _inheritFlags.cascadeResetDescendantsFds(rootIf, ws, "neutralize")
self.assertIsInstance(result, list)
self.assertEqual(result, ["t"])
def test_workspace_cascades_to_all_explicit_descendants(self):
ws = _fds("ws", tableName="*", neutralize=True)
tblExplicit = _fds("t", tableName="Pos", neutralize=False)
tblInherit = _fds("t2", tableName="Other")
recExplicit = _fds("r", tableName="Pos", recordFilter={"id": "1"}, neutralize=True)
rootIf, modified = self._makeRootIf([ws, tblExplicit, tblInherit, recExplicit])
result = _inheritFlags.cascadeResetDescendantsFds(rootIf, ws, "neutralize")
self.assertEqual(set(result), {"t", "r"})
# record is deeper (depth 2) than table (depth 1), should come first
self.assertEqual(result[0], "r")
def test_table_cascades_only_to_same_table_records(self):
tbl = _fds("t", tableName="Pos", neutralize=True)
recSame = _fds("r1", tableName="Pos", recordFilter={"id": "1"}, neutralize=False)
recOther = _fds("r2", tableName="Other", recordFilter={"id": "1"}, neutralize=False)
rootIf, modified = self._makeRootIf([tbl, recSame, recOther])
result = _inheritFlags.cascadeResetDescendantsFds(rootIf, tbl, "neutralize")
self.assertEqual(result, ["r1"])
self.assertEqual(modified, [("r1", {"neutralize": None})])
def test_record_has_no_cascade(self):
rec = _fds("r", tableName="Pos", recordFilter={"id": "1"}, neutralize=True)
rootIf, modified = self._makeRootIf([rec])
result = _inheritFlags.cascadeResetDescendantsFds(rootIf, rec, "neutralize")
self.assertEqual(result, [])
def test_unknown_flag_raises(self):
ws = _fds("ws", tableName="*", neutralize=True)
rootIf, _ = self._makeRootIf([ws])
with self.assertRaises(ValueError):
_inheritFlags.cascadeResetDescendantsFds(rootIf, ws, "doesNotExist")
# ===========================================================================
# FeatureDataSource: collectAncestorChainFds
# ===========================================================================
class TestCollectAncestorChainFds(unittest.TestCase):
def test_record_has_table_then_workspace(self):
ws = _fds("ws", tableName="*")
tbl = _fds("t", tableName="Pos")
rec = _fds("r", tableName="Pos", recordFilter={"id": "1"})
chain = _inheritFlags.collectAncestorChainFds(rec, [ws, tbl, rec])
ids = [c["id"] for c in chain]
self.assertEqual(ids, ["t", "ws"])
def test_table_has_only_workspace(self):
ws = _fds("ws", tableName="*")
tbl = _fds("t", tableName="Pos")
chain = _inheritFlags.collectAncestorChainFds(tbl, [ws, tbl])
self.assertEqual([c["id"] for c in chain], ["ws"])
def test_workspace_has_no_ancestors(self):
ws = _fds("ws", tableName="*")
chain = _inheritFlags.collectAncestorChainFds(ws, [ws])
self.assertEqual(chain, [])
# ===========================================================================
# FeatureDataSource: buildEffectiveByWorkspaceFds
# ===========================================================================
class TestBuildEffectiveByWorkspaceFds(unittest.TestCase):
def test_walk_mode(self):
ws = _fds("ws", tableName="*", neutralize=True)
tbl = _fds("t", tableName="Pos", neutralize=False)
rec = _fds("r", tableName="Pos", recordFilter={"id": "1"}) # inherits False from tbl
result = _inheritFlags.buildEffectiveByWorkspaceFds([ws, tbl, rec], "neutralize", mode="walk")
self.assertEqual(result, {"ws": True, "t": False, "r": False})
def test_aggregate_mode(self):
ws = _fds("ws", tableName="*", neutralize=True)
tbl = _fds("t", tableName="Pos", neutralize=False)
rec = _fds("r", tableName="Pos", recordFilter={"id": "1"})
result = _inheritFlags.buildEffectiveByWorkspaceFds([ws, tbl, rec], "neutralize", mode="aggregate")
self.assertEqual(result["ws"], "mixed")
self.assertEqual(result["t"], False)
self.assertEqual(result["r"], False)
# ===========================================================================
# resolveEffectiveForPath (with and without own record)
# ===========================================================================
class TestResolveEffectiveForPath(unittest.TestCase):
def test_with_exact_record(self):
root = _ds("r", "/", neutralize=True, scope="mandate", ragIndexEnabled=False)
leaf = _ds("l", "/folder/sub", neutralize=False)
allDs = [root, leaf]
result = _inheritFlags.resolveEffectiveForPath("conn-1", "sharepointFolder", "/folder/sub", allDs)
self.assertEqual(result["effectiveNeutralize"], False)
self.assertEqual(result["effectiveScope"], "mandate")
self.assertEqual(result["effectiveRagIndexEnabled"], False)
def test_without_record_inherits_from_ancestor(self):
root = _ds("r", "/", neutralize=True, scope="mandate", ragIndexEnabled=True)
allDs = [root]
result = _inheritFlags.resolveEffectiveForPath("conn-1", "sharepointFolder", "/deep/path/file.txt", allDs)
self.assertEqual(result["effectiveNeutralize"], True)
self.assertEqual(result["effectiveScope"], "mandate")
self.assertEqual(result["effectiveRagIndexEnabled"], True)
def test_without_record_inherits_from_closest_ancestor(self):
root = _ds("r", "/", neutralize=True, ragIndexEnabled=True)
mid = _ds("m", "/folder", neutralize=False, ragIndexEnabled=False)
allDs = [root, mid]
result = _inheritFlags.resolveEffectiveForPath("conn-1", "sharepointFolder", "/folder/sub/file.txt", allDs)
self.assertEqual(result["effectiveNeutralize"], False)
self.assertEqual(result["effectiveRagIndexEnabled"], False)
def test_without_record_no_ancestors_returns_defaults(self):
allDs: list = []
result = _inheritFlags.resolveEffectiveForPath("conn-1", "sharepointFolder", "/path", allDs)
self.assertEqual(result["effectiveNeutralize"], False)
self.assertEqual(result["effectiveScope"], "personal")
self.assertEqual(result["effectiveRagIndexEnabled"], False)
def test_connection_root_covers_service_subtree(self):
connRoot = _ds("cr", "/", neutralize=True, sourceType="msft")
allDs = [connRoot]
result = _inheritFlags.resolveEffectiveForPath("conn-1", "sharepointFolder", "/sites/intranet", allDs)
self.assertEqual(result["effectiveNeutralize"], True)
def test_exact_record_with_aggregate_mixed(self):
root = _ds("r", "/", neutralize=True)
leaf = _ds("l", "/sub", neutralize=False)
allDs = [root, leaf]
result = _inheritFlags.resolveEffectiveForPath("conn-1", "sharepointFolder", "/", allDs, mode="aggregate")
self.assertEqual(result["effectiveNeutralize"], "mixed")
class TestResolveEffectiveForFds(unittest.TestCase):
def test_with_exact_record(self):
ws = _fds("ws", tableName="*", neutralize=True, scope="mandate")
tbl = _fds("t", tableName="Pos", neutralize=False, scope="personal")
allFds = [ws, tbl]
result = _inheritFlags.resolveEffectiveForFds("fi-1", "Pos", None, allFds)
self.assertEqual(result["effectiveNeutralize"], False)
self.assertEqual(result["effectiveScope"], "personal")
self.assertEqual(result["effectiveRagIndexEnabled"], False)
def test_without_record_inherits_from_workspace_wildcard(self):
ws = _fds("ws", tableName="*", neutralize=True, scope="mandate", ragIndexEnabled=True)
allFds = [ws]
result = _inheritFlags.resolveEffectiveForFds("fi-1", "Unknown", None, allFds)
self.assertEqual(result["effectiveNeutralize"], True)
self.assertEqual(result["effectiveScope"], "mandate")
self.assertEqual(result["effectiveRagIndexEnabled"], True)
def test_without_record_no_ancestors_returns_defaults(self):
allFds: list = []
result = _inheritFlags.resolveEffectiveForFds("fi-1", "Pos", None, allFds)
self.assertEqual(result["effectiveNeutralize"], False)
self.assertEqual(result["effectiveScope"], "personal")
self.assertEqual(result["effectiveRagIndexEnabled"], False)
def test_rag_inherits_when_table_overrides_neutralize_only(self):
"""Tables that override only neutralize must still inherit RAG from parent."""
ws = _fds("ws", tableName="*", ragIndexEnabled=True)
tbl = _fds("t", tableName="Pos", neutralize=False)
allFds = [ws, tbl]
result = _inheritFlags.resolveEffectiveForFds("fi-1", "Pos", None, allFds)
self.assertEqual(result["effectiveRagIndexEnabled"], True)
def test_rag_aggregate_mixed_when_descendants_diverge(self):
ws = _fds("ws", tableName="*", ragIndexEnabled=True)
tbl = _fds("t", tableName="Pos", ragIndexEnabled=False)
allFds = [ws, tbl]
result = _inheritFlags.resolveEffectiveForFds("fi-1", "*", None, allFds, mode="aggregate")
self.assertEqual(result["effectiveRagIndexEnabled"], "mixed")
def test_inheritable_fds_flags_includes_rag(self):
self.assertIn("ragIndexEnabled", _inheritFlags._INHERITABLE_FDS_FLAGS)
self.assertIn("neutralize", _inheritFlags._INHERITABLE_FDS_FLAGS)
self.assertIn("scope", _inheritFlags._INHERITABLE_FDS_FLAGS)
# ===========================================================================
# FDS cascade resets RAG (in addition to neutralize and scope)
# ===========================================================================
class TestCascadeResetFdsRag(unittest.TestCase):
def test_cascade_resets_rag_on_descendants(self):
ws = _fds("ws", tableName="*")
tbl = _fds("t", tableName="Pos", ragIndexEnabled=False)
allFds = [ws, tbl]
rootIf = MagicMock()
rootIf.db.getRecordset.return_value = allFds
rootIf.db.recordModify = MagicMock()
result = _inheritFlags.cascadeResetDescendantsFds(rootIf, ws, "ragIndexEnabled")
self.assertIn("t", result)
rootIf.db.recordModify.assert_called()
# ===========================================================================
# Path normalization
# ===========================================================================
class TestPathNormalization(unittest.TestCase):
def test_empty_path_normalises_to_root(self):
self.assertEqual(_inheritFlags._normalisePath(""), "/")
self.assertEqual(_inheritFlags._normalisePath(None), "/")
def test_trailing_slash_stripped(self):
self.assertEqual(_inheritFlags._normalisePath("/foo/"), "/foo")
self.assertEqual(_inheritFlags._normalisePath("/"), "/")
def test_leading_slash_added(self):
self.assertEqual(_inheritFlags._normalisePath("foo/bar"), "/foo/bar")
if __name__ == "__main__":
unittest.main()

39
tests/unit/services/test_knowledge_ingest_consumer.py
View file

@ -99,11 +99,18 @@ def test_onConnectionRevoked_ignores_missing_id(monkeypatch):
assert seen == []
def _stubRagEnabledDs(monkeypatch, dataSources):
"""Stub _loadRagEnabledDataSources so tests don't need a live DB."""
monkeypatch.setattr(consumer, "_loadRagEnabledDataSources", lambda *_, **__: dataSources)
def test_bootstrap_job_skips_unsupported_authority(monkeypatch):
_stubRagEnabledDs(monkeypatch, [{"id": "ds1", "sourceType": "unknownType"}])
async def _run():
result = await consumer._bootstrapJobHandler(
{"payload": {"connectionId": "c1", "authority": "slack"}},
lambda *_: None,
lambda *_, **__: None,
)
return result
@ -114,13 +121,18 @@ def test_bootstrap_job_skips_unsupported_authority(monkeypatch):
def test_bootstrap_job_dispatches_msft_parts(monkeypatch):
_stubRagEnabledDs(monkeypatch, [
{"id": "ds1", "sourceType": "sharepointFolder"},
{"id": "ds2", "sourceType": "outlookFolder"},
])
calls = {"sp": 0, "ol": 0}
async def _fakeSp(connectionId, progressCb=None):
async def _fakeSp(connectionId, progressCb=None, dataSources=None):
calls["sp"] += 1
return {"indexed": 1}
async def _fakeOl(connectionId, progressCb=None):
async def _fakeOl(connectionId, progressCb=None, dataSources=None):
calls["ol"] += 1
return {"indexed": 2}
@ -142,7 +154,7 @@ def test_bootstrap_job_dispatches_msft_parts(monkeypatch):
async def _run():
return await consumer._bootstrapJobHandler(
{"payload": {"connectionId": "c1", "authority": "msft"}},
lambda *_: None,
lambda *_, **__: None,
)
result = asyncio.run(_run())
@ -152,13 +164,18 @@ def test_bootstrap_job_dispatches_msft_parts(monkeypatch):
def test_bootstrap_job_dispatches_google_parts(monkeypatch):
_stubRagEnabledDs(monkeypatch, [
{"id": "ds1", "sourceType": "googleDriveFolder"},
{"id": "ds2", "sourceType": "gmailFolder"},
])
calls = {"gd": 0, "gm": 0}
async def _fakeGd(connectionId, progressCb=None):
async def _fakeGd(connectionId, progressCb=None, dataSources=None):
calls["gd"] += 1
return {"indexed": 7}
async def _fakeGm(connectionId, progressCb=None):
async def _fakeGm(connectionId, progressCb=None, dataSources=None):
calls["gm"] += 1
return {"indexed": 11}
@ -180,7 +197,7 @@ def test_bootstrap_job_dispatches_google_parts(monkeypatch):
async def _run():
return await consumer._bootstrapJobHandler(
{"payload": {"connectionId": "c1", "authority": "google"}},
lambda *_: None,
lambda *_, **__: None,
)
result = asyncio.run(_run())
@ -190,9 +207,13 @@ def test_bootstrap_job_dispatches_google_parts(monkeypatch):
def test_bootstrap_job_dispatches_clickup_part(monkeypatch):
_stubRagEnabledDs(monkeypatch, [
{"id": "ds1", "sourceType": "clickupList"},
])
calls = {"cu": 0}
async def _fakeCu(connectionId, progressCb=None):
async def _fakeCu(connectionId, progressCb=None, dataSources=None):
calls["cu"] += 1
return {"indexed": 4}
@ -207,7 +228,7 @@ def test_bootstrap_job_dispatches_clickup_part(monkeypatch):
async def _run():
return await consumer._bootstrapJobHandler(
{"payload": {"connectionId": "c1", "authority": "clickup"}},
lambda *_: None,
lambda *_, **__: None,
)
result = asyncio.run(_run())

79
tests/unit/services/test_ragLimits.py Normal file
View file

@ -0,0 +1,79 @@
"""Unit tests for `_ragLimits` central helpers.
Verifies:
- defaults are returned as fresh copies (no mutation leakage)
- getStoredOverrides returns ONLY explicit overrides (walker contract)
- getRagLimits merges defaults with overrides (API/cost-estimate contract)
- non-int values in stored settings are dropped, not silently coerced
"""
from __future__ import annotations
import unittest
from modules.serviceCenter.services.serviceKnowledge import _ragLimits
class TestGetDefaults(unittest.TestCase):
def test_files_defaults_have_all_keys(self):
d = _ragLimits.getDefaults("files")
self.assertEqual(set(d.keys()), {"maxItems", "maxBytes", "maxFileSize", "maxDepth"})
self.assertEqual(d["maxBytes"], 200 * 1024 * 1024)
def test_clickup_defaults(self):
d = _ragLimits.getDefaults("clickup")
self.assertEqual(set(d.keys()), {"maxTasks", "maxWorkspaces", "maxListsPerWorkspace"})
def test_defaults_are_a_fresh_copy(self):
d1 = _ragLimits.getDefaults("files")
d1["maxBytes"] = 1
d2 = _ragLimits.getDefaults("files")
self.assertEqual(d2["maxBytes"], 200 * 1024 * 1024)
def test_unknown_kind_raises(self):
with self.assertRaises(ValueError):
_ragLimits.getDefaults("unknown")
class TestGetStoredOverrides(unittest.TestCase):
def test_no_settings_returns_empty_dict(self):
self.assertEqual(_ragLimits.getStoredOverrides({"id": "x", "settings": None}, "files"), {})
def test_only_explicit_overrides_returned(self):
ds = {"id": "x", "settings": {"ragLimits": {"maxBytes": 999}}}
self.assertEqual(_ragLimits.getStoredOverrides(ds, "files"), {"maxBytes": 999})
def test_unknown_keys_dropped(self):
ds = {"id": "x", "settings": {"ragLimits": {"maxBytes": 999, "bogus": 1}}}
self.assertEqual(_ragLimits.getStoredOverrides(ds, "files"), {"maxBytes": 999})
def test_non_int_dropped(self):
ds = {"id": "x", "settings": {"ragLimits": {"maxBytes": "not-a-number"}}}
self.assertEqual(_ragLimits.getStoredOverrides(ds, "files"), {})
def test_none_or_garbage_settings_safe(self):
self.assertEqual(_ragLimits.getStoredOverrides(None, "files"), {})
self.assertEqual(_ragLimits.getStoredOverrides({"id": "x", "settings": "garbage"}, "files"), {})
class TestGetRagLimits(unittest.TestCase):
def test_no_settings_returns_defaults(self):
result = _ragLimits.getRagLimits({"id": "x", "settings": None}, "files")
self.assertEqual(result, _ragLimits.FILES_LIMITS_DEFAULT)
def test_partial_override_merges_with_defaults(self):
ds = {"id": "x", "settings": {"ragLimits": {"maxBytes": 999}}}
result = _ragLimits.getRagLimits(ds, "files")
self.assertEqual(result["maxBytes"], 999)
self.assertEqual(result["maxItems"], _ragLimits.FILES_LIMITS_DEFAULT["maxItems"])
def test_caller_can_distinguish_unset_from_set(self):
"""Walker contract: an unset key MUST NOT appear in `getStoredOverrides`."""
ds = {"id": "x", "settings": {"ragLimits": {"maxBytes": 999}}}
overrides = _ragLimits.getStoredOverrides(ds, "files")
self.assertIn("maxBytes", overrides)
self.assertNotIn("maxItems", overrides)
if __name__ == "__main__":
unittest.main()

10
tests/unit/teamsbot/test_directorPrompts.py
View file

@ -42,7 +42,7 @@ from modules.features.teamsbot.datamodelTeamsbot import (
from modules.features.teamsbot.service import (
TeamsbotService,
_activeServices,
_sessionEvents,
sessionEvents,
getActiveService,
)
@ -152,10 +152,10 @@ def _buildService() -> TeamsbotService:
def _resetGlobals():
"""Avoid cross-test bleed in module-level globals."""
_activeServices.clear()
_sessionEvents.clear()
sessionEvents.clear()
yield
_activeServices.clear()
_sessionEvents.clear()
sessionEvents.clear()
# ============================================================================
@ -251,7 +251,7 @@ class TestBuildPersistentDirectorContext:
]
rendered = svc._buildPersistentDirectorContext()
assert "OPERATOR_DIRECTIVES" in rendered
assert "- Antworte immer in Englisch." in rendered
assert "Antworte immer in Englisch." in rendered
assert "private" in rendered
def test_skipsBlankText(self):
@ -261,7 +261,7 @@ class TestBuildPersistentDirectorContext:
{"id": "p2", "text": "Sei hoeflich."},
]
rendered = svc._buildPersistentDirectorContext()
assert "- Sei hoeflich." in rendered
assert "Sei hoeflich." in rendered
assert "p1" not in rendered # the blank one is filtered out
def test_allBlankPromptsResultInEmpty(self):