Commit Graph

798 Commits

Author SHA1 Message Date
chihlasm
0107d2d896 fix: use resolutionflow_admin for Alembic migrations (avoid postgres superuser)
DATABASE_URL_SYNC uses the postgres superuser whose password is unavailable
in Railway after Phase 1 switched runtime to the app role. resolutionflow_admin
(BYPASSRLS) is the correct role for migrations. Derive a psycopg2 sync URL from
ADMIN_DATABASE_URL; fall back to DATABASE_URL_SYNC for local dev environments
where ADMIN_DATABASE_URL is not set separately.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-11 03:23:32 +00:00
chihlasm
79ae34108a fix: add Alembic migrations step + RLS env vars to CI
- Run alembic upgrade head before tests so DB roles and RLS policies exist
- Set TEST_DB_NAME=resolutionflow_test so test_rls_isolation.py connects to
  the correct database (was defaulting to patherly_test which doesn't exist in CI)
- Set DB_APP_ROLE_PASSWORD so create_db_roles migration creates resolutionflow_app
  with a known password that the RLS isolation tests can connect with

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 19:55:10 +00:00
chihlasm
bd29f590a2 fix: set account_id on all Session constructors; fix 3 ESLint errors in CI
Backend: start_session, prepare_session, batch_launch_sessions all missing
account_id=current_user.account_id — Phase 1 NOT NULL constraint made these
500 in test suite (test_ratings.py fixture couldn't create sessions).

Frontend ESLint:
- TaskLane.tsx: suppress react-refresh/only-export-components for clearTaskState
- TeamSummary.tsx: init loading from isAccountOwner to avoid sync setState in effect
- ScriptBodyEditor.tsx: move lastValueRef.current assignment into useEffect

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 14:41:42 +00:00
chihlasm
ce4cfc3240 fix: set account_id on PsaPostLog in psa_post_to_ticket (missed third write path); fix get_admin_db docstring
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 07:12:45 +00:00
chihlasm
82ee177d9b fix: harden Phase 2 RLS tests — try/finally cleanup, assert guards, seed B-data for isolation checks
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 07:07:26 +00:00
chihlasm
ed8de92c52 test: add Phase 2 RLS isolation tests for 11 session tables (incl. step_library visibility regression)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 07:00:09 +00:00
chihlasm
5bd331ca92 fix: clarify step_library RLS comment; remove unused sqlalchemy import
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 06:57:41 +00:00
chihlasm
87fac02e9b feat: migration — enable RLS on 11 Phase 2 session tables (tenant-only + step_library visibility policy)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 06:55:25 +00:00
chihlasm
4f4bc435da docs: broaden admin_database docstring to cover non-admin BYPASSRLS use cases
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 06:51:53 +00:00
chihlasm
ac2b193909 fix: use get_admin_db in access_share to handle cross-tenant session reads (public shares)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 06:50:00 +00:00
chihlasm
b641ac6c55 fix: set account_id on session_supporting_data, session_resolution_outputs, maintenance_schedules, psa_post_log constructors
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 06:44:17 +00:00
chihlasm
8292e6ec65 fix: handle non-default, no-team trees in global content migration
Migration 019 only backfills trees with team_id IS NOT NULL.
Migration 3a40fe11b427 only covered is_default=TRUE trees.
Trees with team_id=NULL and is_default=FALSE (e.g. inactive test trees,
pre-team-system content) fell through both passes and triggered the NULL
guard.

Add two new UPDATE steps after the is_default pass:
1. Assign remaining trees to their author's account (if author has one)
2. Final fallback to PLATFORM_ACCOUNT_ID for any still-NULL rows

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 05:21:26 +00:00
chihlasm
20bd428d83 Merge pull request #133 from resolutionflow/feat/tenant-isolation-phase-1
feat: Phase 1 tenant isolation — add account_id to all tenant tables
2026-04-10 00:57:53 -04:00
chihlasm
b9da0e7107 chore: resolve merge conflicts with main
- deps.py: keep require_tenant_context + require_admin_db (RLS deps);
  drop unused get_tenant_context stub from Phase 0
- categories.py: keep both PLATFORM_ACCOUNT_ID and tenant_filter imports
  (body uses both)
- tenant-isolation spec: keep main's resolved TargetList/teams audit answers

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 04:57:39 +00:00
chihlasm
8f044849d4 fix: get_tree returns 404 (not 403) for inaccessible trees — don't leak resource existence
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 04:17:31 +00:00
chihlasm
14304be383 fix: correct RLS test fixtures — tree_structure NOT NULL, tree_tags schema, session-scoped set_config
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 04:15:41 +00:00
chihlasm
a5c5eb6cc3 fix: convert DATABASE_URL_SYNC from property to overridable field for Alembic superuser URL
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 04:03:32 +00:00
chihlasm
c4f919f3a5 feat: migration — enable RLS on trees, tags, categories, psa_connections, flow_proposals
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 04:02:10 +00:00
chihlasm
8de6ee7aa4 feat: migration — create resolutionflow_app and resolutionflow_admin DB roles
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 03:59:28 +00:00
chihlasm
83ad2e0661 feat: migrate admin endpoints to get_admin_db (BYPASSRLS) before RLS switch
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 03:57:18 +00:00
chihlasm
ce4056c6b9 test: add failing RLS isolation tests (green after Task 10 migration + Task 11 URL switch)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 03:54:42 +00:00
chihlasm
9d60b9a244 feat: apply require_tenant_context to all user-facing routers
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 03:52:52 +00:00
chihlasm
df9ecf2d29 feat: add require_tenant_context and require_admin_db dependencies
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 03:50:59 +00:00
chihlasm
b0e5f12897 feat: register RLS transaction-begin listener on app engine at startup
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 03:49:49 +00:00
chihlasm
b4f8694f6b feat: add tenant_context module — ContextVar, transaction listener, tenant_filter
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 03:48:34 +00:00
chihlasm
6f1becf21f feat: add admin_engine and get_admin_db for BYPASSRLS admin endpoints
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 03:46:29 +00:00
chihlasm
acbfb3fb37 feat: add ADMIN_DATABASE_URL setting with fallback to DATABASE_URL
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 03:45:52 +00:00
chihlasm
a394a1d464 fix: replace account_id=None with PLATFORM_ACCOUNT_ID for global content
After migration 174f442795b7 enforces NOT NULL on account_id, all
platform/global content must use the sentinel platform account instead
of NULL. Three categories of fixes:

1. trees.py: is_default trees now get PLATFORM_ACCOUNT_ID (not None)
2. admin_categories.py: global category CRUD now uses PLATFORM_ACCOUNT_ID
3. categories.py, tags.py, step_categories.py: creation endpoints coerce
   None → PLATFORM_ACCOUNT_ID; IS NULL filter queries updated to
   == PLATFORM_ACCOUNT_ID (IS NULL queries returned empty after migration
   backfilled all global rows to the platform account)

Defines PLATFORM_ACCOUNT_ID constant in app/core/service_account.py.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-09 18:35:52 +00:00
chihlasm
d2ebc4f182 fix: correct tree tags subquery in template_trees migration
The INSERT into template_trees incorrectly referenced `tags` as a column
on the `trees` table. Tags are a relationship via the `tree_tag_assignments`
join table — there is no direct column. Migration was failing with:

  UndefinedColumn: column "tags" does not exist ... FROM trees

Fixed by replacing COALESCE(tags, '[]') with a correlated subquery that
aggregates tag names from tree_tag_assignments → tree_tags.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-09 17:30:05 +00:00
chihlasm
8bcf08ae06 fix: persist account ownership for script templates and generations 2026-04-09 17:18:38 +00:00
Claude
85575839f2 docs: update CHANGELOG with tenant isolation Phase 0 and security fixes
- Add Tenant Isolation Phase 0 (#132) — app-layer filtering, cross-tenant audit, UUID isolation
- Document CRITICAL copilot tree query isolation fix (#131)
- Add AI session search, analytics, category, PSA retry, and task lane fixes
- Note 404 (not 403) responses for cross-tenant access to avoid confirming resource existence

https://claude.ai/code/session_014EUBLi2jHrnzJupcetmdwV
2026-04-09 10:41:21 +00:00
chihlasm
478205c208 fix: platform account fallback for script_templates seeded without team/user
Migration 057 inserts 6 AD script templates with NULL team_id and NULL
created_by. Neither backfill path (created_by→users, team_id→team admin)
could attribute them to an account, causing the verify check to fail.

Fix: pre-create the platform sentinel account (ON CONFLICT DO NOTHING,
safe since 3a40fe11b427 also creates it idempotently) and add a final
fallback UPDATE assigning any remaining NULL script_templates to it.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-09 06:41:00 +00:00
chihlasm
0f33feb6d6 fix: use correlated subquery in psa_post_log backfill to avoid invalid FROM-clause reference
PostgreSQL UPDATE...FROM does not allow the updated table to be
referenced inside the FROM clause's JOIN conditions. Replace the
LEFT JOIN psa_connections with a correlated subquery.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-09 06:31:17 +00:00
chihlasm
034b858fc9 fix: add depends_on 067 to cc214c63aa30 to fix fresh-DB migration order
session_resolution_outputs is created in migration 067 (sequential branch
from 064). On fresh databases, Alembic could run cc214c63aa30 before 067,
causing "table does not exist" errors. depends_on ensures 067 always runs
first regardless of branch traversal order.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-09 06:20:00 +00:00
chihlasm
b937cb41e4 fix: merge Phase 1 account_id chain with main head to resolve multiple-heads error
Combines the Phase 1 tenant isolation chain (064 → ... → 174f442795b7)
with the main sequential chain (064 → ... → 070) into a single Alembic
head (a9f3b2c1d4e5) so `alembic upgrade head` in the Dockerfile works
without ambiguity.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-09 06:14:04 +00:00
chihlasm
0d475c71ed fix: correct Phase 1 down_revision — chain from 064 not b8d2f4a6c091
b8d2f4a6c091 was NOT the production head. The true head was 064
(064_normalize_script_builder_messages) via the chain:
b8d2f4a6c091 → f0aad74ea51b → 062 → 063 → 064

This caused 'multiple head revisions' on Railway deployment.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-09 06:04:10 +00:00
chihlasm
417fa562ce fix: Task 9 migration — include tags in template_trees INSERT
The tags column was accidentally omitted from the is_default tree copy.
Now uses COALESCE(tags, '[]'::jsonb) to preserve source tree tags.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-09 05:34:59 +00:00
chihlasm
42937b24a4 feat: Phase 1 Group 9 — enforce NOT NULL on all account_id columns
All previously-nullable account_id columns are now NOT NULL.
tree_embeddings and feedback backfilled before constraint applied.
Global content assigned to platform sentinel account (00000000-...-0001)
in preceding migration.

Tables updated: users, trees, tree_categories, tree_tags,
step_categories, step_library, tree_embeddings, feedback

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-09 05:34:32 +00:00
chihlasm
b4b8c67d3b feat: Phase 1 Group 10 — create global content tables and platform account
Creates template_trees and platform_steps (no account_id, no RLS).
Migrates is_default=TRUE trees and public steps into them.
Creates sentinel platform account (00000000-...-0001) for global
tree_categories, tree_tags, step_categories, step_library, and
is_default trees — clearing all NULL account_id rows in those tables
as prerequisite for Group 9 SET NOT NULL.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-09 05:31:33 +00:00
chihlasm
d24da77604 feat: Phase 1 Group 8 — add account_id to target_lists (keep team_id)
Zero rows in production — this is a schema-only migration in practice.
team_id kept for app code compatibility. Drop deferred to later cleanup.
Backfill: team_id → team admin user → account_id; fallback: created_by.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-09 05:25:24 +00:00
chihlasm
857e782d14 feat: Phase 1 Group 7 — add account_id to script tables (keep team_id)
team_id is kept in all three tables — drop deferred until app code
is fully migrated off team_id references.

Tables: script_builder_sessions, script_templates, script_generations
Backfill: user_id/created_by → users.account_id

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-09 05:23:35 +00:00
chihlasm
086c4580f1 feat: Phase 1 Group 6 — add account_id to maintenance_schedules
Primary backfill: tree_id → trees.account_id
Fallback: created_by → users.account_id (for is_default tree rows)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-09 05:20:56 +00:00
chihlasm
0d69474128 feat: Phase 1 Group 5 — add account_id to PSA and notification tables
psa_post_log: backfill via psa_connection, fallback to posted_by user
psa_member_mappings: backfill via psa_connection
notification_logs: backfill via notification_config

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-09 05:19:12 +00:00
chihlasm
b5fdb488b3 feat: Phase 1 Group 4 — add account_id to user_folders and user_pinned_trees
Backfill: user_id → users.account_id

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-09 05:16:50 +00:00
chihlasm
de5ecf4fb2 feat: Phase 1 Group 3 — add account_id to step_ratings and step_usage_log
Backfill from rater/user's account_id (not the step's account_id).
This is an explicit design decision — step rating data is attributed
to the account that performed the rating.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-09 05:15:10 +00:00
chihlasm
2779a41b94 feat: Phase 1 Group 2 — add account_id to AI branching tables
Tables: session_branches, session_handoffs, fork_points,
        ai_session_steps, ai_suggestions
Backfill: session_id → ai_sessions.account_id (all except
ai_suggestions which uses user_id → users.account_id)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-09 05:12:18 +00:00
chihlasm
4666c4f6d2 feat: Phase 1 Group 1 — add account_id to core session tables
Migration sequence: add nullable → backfill via user_id/ai_session chain
→ verify zero NULLs → SET NOT NULL → CREATE INDEX.

Tables: sessions, attachments, session_supporting_data,
        session_resolution_outputs

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-09 05:09:14 +00:00
chihlasm
2837c6e4cf docs: add Phase 1 tenant isolation schema migrations implementation plan
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-09 04:58:24 +00:00
chihlasm
b3dba57bc5 feat: tenant isolation Phase 0 — app-layer filters, UUID audit, CI gate (#132)
* docs: add tenant data isolation design spec

Complete architecture plan for multi-tenant data isolation across
all layers (PostgreSQL RLS, application-layer filtering, schema
migration, testing strategy, and phased rollout checklist).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* docs: add background job isolation policy to tenant isolation spec

Documents policy for all 5 existing background jobs:
- Knowledge Flywheel and PSA Retry flagged for account_id threading
- Chat Retention already follows correct pattern (model for others)
- Maintenance Schedule Firing needs account_id in queries + Session creation
- AI Conversation Expiry approved as cross-tenant with justification

Adds approved cross-tenant query registry and Phase 2 checklist items.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* docs: add tenant isolation Phase 0 implementation plan

8 tasks covering: CRITICAL copilot hotfix, tenant_filter() helper,
get_tenant_context dependency, analytics/category/AI session gap fixes,
full UUID endpoint audit, TargetList dead code audit, teams orphan
check, and CI grep check for missing tenant filters.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat: add tenant_filter() helper and get_tenant_context dependency

tenant_filter(model, account_id) is the canonical app-layer tenant
scoping expression. Every query on a tenant table must use it.
build_tree_access_filter and build_step_visibility_filter updated
to call tenant_filter() internally for the account_id match.

get_tenant_context is a FastAPI dependency that returns account_id
or raises 403 if the user has no account — prevents raw access to
current_user.account_id and centralises the null check.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: scope analytics/flows/{tree_id} to requesting account

Any authenticated user could read flow analytics (session counts,
completion rates, CSAT) for any tree UUID. Now returns 404 if the
tree doesn't belong to the requesting account.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: scope category tree_count to requesting account

tree_count on GET /categories/{id} was including trees from all
accounts, leaking cross-tenant row counts.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: restrict AI session search to current user only

Search endpoint used OR(user_id, account_id), exposing other users'
problem_summary and problem_domain within the same account. Sessions
are user-scoped only — cross-user access requires explicit escalation
or sharing. List and search endpoints now behave consistently.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: add ownership check and 404 responses to ai-sessions endpoints

Cross-tenant isolation audit found:
- retry-psa-push had NO ownership check (CRITICAL) — any user could retry any session's PSA push
- save_task_lane used db.get() without ownership filter, returned 403 revealing existence
- get_session returned 403 instead of 404 for unauthorized access
- stream_documentation returned 403 instead of 404

All now use query-level user_id filtering and return 404 to avoid revealing existence.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: return 404 instead of 403 for cross-tenant session access

All session endpoints (get, update, complete, scratchpad, variables, export,
ticket-link) now return 404 instead of 403 when a user tries to access
another user's session. This prevents confirming existence of resources
across tenant boundaries.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: return 404 instead of 403 for cross-tenant tree access

get_tree and update_tree now return 404 when a user cannot access a tree
(private tree from another account). Prevents confirming resource existence
across tenant boundaries.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: return 404 instead of 403 for cross-tenant step access

get_step_or_404 now returns 404 when can_view_step or can_edit_step fails,
preventing confirmation of step existence across tenant boundaries.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: return 404 instead of 403 for cross-tenant upload access

get_upload_url and delete_upload now return 404 when the upload belongs to
a different account/user, preventing resource existence confirmation.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: return 404 instead of 403 for cross-tenant share access

revoke_share and create_share now return 404 when the caller is not the
owner, preventing resource existence confirmation across users.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: return 404 instead of 403 for cross-team tree access in maintenance schedules

_get_tree_or_403 now returns 404 when the user's team does not match,
preventing confirmation of tree existence across teams.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: return 404 instead of 403 for cross-account tag access

get_tag now returns 404 for account-specific tags that belong to another
account, preventing resource existence confirmation.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: return 404 instead of 403 for cross-account step category access

get_step_category now returns 404 for account-specific categories that
belong to another account, preventing resource existence confirmation.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* test: add cross-tenant isolation tests for Task 6 UUID audit

Tests cover:
- Tree GET/PUT returns 404 for cross-account access
- Session GET returns 404 for cross-user access
- AI session GET returns 404 for cross-user access
- AI session retry-psa-push requires ownership
- Upload URL returns 404 for cross-account access
- Share revoke returns 404 for cross-user access

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: return 404 (not 403) for get_documentation cross-user access; add missing Task 6 tests

get_documentation was revealing session existence via 403. Added pre-check
query filtering by session_id AND user_id before calling the engine.

Also add cross-tenant isolation tests for steps, tags, step_categories,
and maintenance_schedules endpoints fixed in Task 6 (TDD was skipped).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: address Task 6 quality review — rename helper, restore 403 for intra-account, add docs test

- Rename _get_tree_or_403 → _get_tree_or_404 in maintenance_schedules.py
  (function now raises 404, old name was misleading)
- Restore HTTP 403 for intra-account permission failures in update_tree:
  same-account users who can see a tree but can't edit it got 404 (wrong);
  only cross-account lookups should return 404 to avoid confirming existence
- Apply same 403/404 distinction to update_tree_visibility
- Add test: get_documentation must return 404 for cross-user session access
- Add comment documenting owner-only design for documentation endpoints

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* chore: Task 7+8 — TargetList audit, CI tenant-filter grep check

Task 7: TargetList dead code audit
- Found active code references in 12+ files across backend and frontend
  (full CRUD API + frontend page + MaintenanceScheduleSection + BatchLaunchModal)
- Decision: migrate to account_id in Phase 1 (cannot drop)
- DB row count not available from code-server — must verify from VPS SSH
  before Phase 1 migration
- Teams orphan check query documented; must run from VPS SSH before Phase 1
- Results documented in spec Section 9

Task 8: CI tenant-filter enforcement check (warn mode)
- Create backend/scripts/check_tenant_filters.py
  Scans endpoint and service files for select() on tenant tables without
  tenant_filter/account_id/user_id in surrounding context. Currently
  reports 109 warnings (Phase 1 backlog). Exits 0 (warn mode).
- Add Check tenant filter enforcement step to backend CI job
  Add --fail flag after Phase 1 backlog clears to make it blocking.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* docs: record Phase 0 audit results — 0 orphaned teams, 0 target_list rows

Both checks confirmed 2026-04-09 from production DB.
Phase 1 migration is safe to proceed.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-09 00:42:19 -04:00
chihlasm
29a9573d6e fix: CRITICAL — scope copilot tree query to current account (#131)
* docs: add tenant data isolation design spec

Complete architecture plan for multi-tenant data isolation across
all layers (PostgreSQL RLS, application-layer filtering, schema
migration, testing strategy, and phased rollout checklist).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* docs: add background job isolation policy to tenant isolation spec

Documents policy for all 5 existing background jobs:
- Knowledge Flywheel and PSA Retry flagged for account_id threading
- Chat Retention already follows correct pattern (model for others)
- Maintenance Schedule Firing needs account_id in queries + Session creation
- AI Conversation Expiry approved as cross-tenant with justification

Adds approved cross-tenant query registry and Phase 2 checklist items.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* docs: add tenant isolation Phase 0 implementation plan

8 tasks covering: CRITICAL copilot hotfix, tenant_filter() helper,
get_tenant_context dependency, analytics/category/AI session gap fixes,
full UUID endpoint audit, TargetList dead code audit, teams orphan
check, and CI grep check for missing tenant filters.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: CRITICAL — scope copilot tree query to current account

A user who knew another account's tree UUID could start a copilot
conversation, causing the tree's full node structure, names, and
descriptions to be sent to the AI as part of the system prompt.

Fix: add account_id (or is_default / visibility='public') filter to
the tree SELECT in copilot_service.start_conversation(). Returns 404
for inaccessible trees. Test added in test_tenant_isolation_p0.py.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-09 00:41:30 -04:00