Commit Graph

5 Commits

Author SHA1 Message Date
Patrick Buckley 7492816ab2 feat: governance — RBAC, tool policies, prompt templates, usage track… (#39)
* feat: governance — RBAC, tool policies, prompt templates, usage tracking, audit logging

Add comprehensive governance layer for the admin console:

- RBAC with 15 granular permissions, 3 builtin roles (admin, operator, viewer),
  custom role CRUD, user-role assignment with privilege escalation prevention
- Tool policies with glob pattern matching, priority-ordered evaluation
  (allow/deny/ask), enforced before auto-approve in WebUI.approve_tools()
- Prompt templates with variable substitution, categories, default flag
- Usage tracking: per-LLM-request token/tool metrics, aggregated queries
  (group by day/model/user), automatic 90-day pruning via scheduler
- Audit logging: append-only event trail for all admin mutations,
  filterable/paginated queries, automatic 365-day pruning, X-Forwarded-For
  aware IP extraction
- require_permission() enforced on all 35+ admin endpoints (users, tokens,
  channels, schedules, watches, roles, orgs, policies, templates, usage, audit)
- Field allowlists on storage update methods prevent mass-assignment bugs
- Self-deletion guard on admin_delete_user, delete_user cascades user_roles
- _row_to_dict helper eliminates ~400 lines of fragile positional row mapping
- _audit_context helper deduplicates 18 instances of audit boilerplate
- Migration 008: 7 new tables, 3 builtin roles, org_id on users
- Console admin panel: 5 new tabs (Roles, Policies, Templates, Usage, Audit)
  with permission-gated visibility, 7 modal dialogs, full keyboard accessibility
- Python + TypeScript SDK methods for all governance endpoints
- 120+ new tests (1554 total)

* fix: address PR #39 review feedback

- Rebuild serialized items after policy evaluation so denied/allowed
  verdicts are reflected in tool_info/approve_request SSE payloads
- Make `since` query param optional in usage OpenAPI spec (handler
  already defaults to last 7 days)
- Add response_model=StatusResponse to DELETE role/policy/template
  and POST/DELETE role assignment endpoints in OpenAPI spec
- Add missing org_id/created/updated fields to UserRoleInfo schema
- Add missing created field to AuditEventInfo schema
- Show "no permissions" empty state instead of loading inaccessible
  tab when all admin tabs are permission-gated
- Fix "13 permissions" → "15 permissions" in architecture.md and
  security.md
- Fix import sorting in test_audit.py and test_tool_policy.py

* fix: address PR #39 round 2 review feedback

- Clear stale permissions from sessionStorage on config-token login
  (auth.js _storePermissions)
- Only trust X-Forwarded-For when behind a proxy that sets
  X-Forwarded-Proto (conditional on is_secure_request trust model)
- Thread user_id from auth into WebUI.on_status for usage events
- Add created field to TS AuditEventInfo type
- Return typed Pydantic models from all SDK governance methods instead
  of dict[str, Any] — both async and sync clients
- Validate group_by param against allowed enum in admin_usage handler
- Add deterministic secondary sort (event_id DESC) to
  list_audit_events in both SQLite and PostgreSQL backends
2026-03-10 19:32:37 -07:00
Patrick Buckley fb190f8977 Normalize session_id into ws_id as sole persistent identity (#29)
* Normalize session_id into ws_id as sole persistent identity

Eliminate the separate session_id concept. The workstream ID (ws_id) is
now the single identity used for both real-time routing and conversation
persistence, removing a layer of indirection that was 1:1 in practice
and buggy on resume (stale pointers, orphaned rows).

Schema changes (migration 006):
- Drop sessions table; add alias/title columns to workstreams
- Rename conversations.session_id → ws_id
- Rename session_config table → workstream_config (ws_id column)
- Data migration remaps existing conversations to ws_id

Storage/API renames:
- register_session → register_workstream (already existed, merged)
- save_message/load_messages now keyed by ws_id
- resolve_session → resolve_workstream
- ChatSession.session_id property → ws_id
- ChatSession.resume_session() → resume()
- resume_session field → resume_ws
- SessionResumedEvent → WorkstreamResumedEvent
- /api/sessions → /api/workstreams/saved
- /sessions slash command → /workstreams
- --session-retention-days → --retention-days

Channel eviction recovery simplified: reuses old ws_id directly
instead of get_session_id_by_ws() reverse lookup.

* Fix Copilot review feedback: stale session wording in docs, regenerate OpenAPI spec

- docs/channels.md: "resumes the session" → "resumes the workstream",
  "Session resumed:" → "Resumed:", "old session was pruned" → "old
  workstream was pruned"
- docs/api-reference.md: "Each session object" → "Each saved workstream
  object", field descriptions updated, removed stale node_id field
- sdk/typescript/openapi-server.json: fully regenerated from Python
  models — removes all stale session_id properties from WorkstreamInfo,
  DashboardWorkstream, CreateWorkstreamResponse schemas
2026-03-07 12:49:07 -08:00
Patrick Buckley e7fe8fca9d Add channel notification tool with security hardening (#27)
* Add channel notification tool with security hardening

Implements the `notify` tool allowing the LLM to send notifications to
Discord channels/users via the channel gateway. Includes fixes for 11
review findings: JWT auth on the gateway endpoint, first-healthy gateway
delivery with retry+backoff, rate limiting only on success, SSRF URL
scheme validation, Discord mention sanitization, SQLite ON CONFLICT
upsert preserving created timestamps, advertise URL resolution for
0.0.0.0 bind, randomized service IDs, generic error messages to prevent
internal state leakage, and partial direct-target validation.

Service registry with heartbeat-based health filtering (migration 005).
Channel gateway registers on startup, heartbeats every 30s, deregisters
on shutdown. 70 new tests covering tool prepare/execute, HTTP endpoint
auth (static + JWT), storage CRUD, and retry behavior.

* Add notify documentation, diagrams, and review fixes

Documentation:
- New sequence diagram 17-notify-flow.puml showing end-to-end delivery
- Updated 16-channel-architecture.puml with services table, notify HTTP
  path, and Notification Flow note
- channels.md: Notifications section (targeting, delivery flow, service
  registry, security) and new config table entries
- tools.md: notify tool reference, updated counts/tables (14→15 tools)
- security.md: channel gateway row in service-to-service auth table
- architecture.md: notification subsystem paragraph

Review fixes (copilot):
- _http.py: fail closed when auth unconfigured (401 instead of pass-
  through), strip whitespace on message/title, generic error messages
  for user-not-found vs no-linked-channels
- session.py: parse gateway response JSON and require at least one
  result with status=="sent" before counting as success
- _postgresql.py: use index_elements instead of constraint for upsert
2026-03-05 17:24:00 -08:00
Patrick Buckley 77c0a7736b Bump version to 0.4.0 and update security docs
- Version bump in __init__.py, pyproject.toml, api-reference.md
- security.md: document JWT aud/iss claims, login rate limiting,
  secure cookie defaults (24h, Secure flag), CORS restriction,
  service JWT auto-rotation, secret strength validation, and
  proxy auth forwarding via service tokens (not user JWT forwarding)
2026-03-04 20:45:00 -08:00
Patrick Buckley 047680d669 Add user identity, JWT auth, and admin console UI (#23)
* Add user identity, JWT auth, and admin console UI (#23)

JWT-based authentication with three token types: config-file (hmac,
backward-compat), API tokens (ts_ prefix, SHA-256 hashed), and JWTs
(HS256, 24h expiry). Username:password login via bcrypt. Hierarchical
scopes: read < write < approve.

New tables: users (username, password_hash), api_tokens (token_hash,
scopes, expires), channel_users (future channel integrations). user_id
column added to sessions and workstreams for attribution.

Console owns admin CRUD (6 endpoints under /api/admin/). Server
validates JWTs locally with shared signing secret. Public /api/auth/setup
endpoint for first-time admin creation (atomic, only works with zero
users). turnstone-admin CLI for user/token management.

Admin console UI: Users and Tokens tabs with full CRUD modals, scope
badges, token show-once with clipboard copy, keyboard accessibility
(focus traps, Escape, arrow key tabs, ARIA roles).

Login UI redesigned: username:password primary, token toggle for legacy,
setup wizard auto-detected via /api/auth/status. Python + TypeScript
SDKs updated with login(username, password), authStatus(), setup().

New docs/security.md + diagram 15-auth-architecture.puml. All existing
docs updated. OpenAPI specs include all new endpoints. 64 new tests
(1023 total). Dependencies: PyJWT, bcrypt.

* Fix auth bugs, XSS vector, and doc inaccuracies from PR #23 review

Address Copilot review feedback: escape double quotes in escapeHtml()
to prevent XSS in HTML attributes, add JWT validation fallback so
config tokens containing dots still work, add user_id to
AuthLoginResponse schema, return created field from admin_create_user,
and correct five documentation files to match actual API behavior.
2026-03-04 09:12:18 -08:00