Commit Graph

955 Commits

Author SHA1 Message Date
chihlasm
e05472615b feat: tenant isolation Phase 3 — audit_logs, tree_shares, remaining RLS
P3-A: Add account_id to audit_logs model + migration (backfill via user_id →
  users.account_id). log_audit() gains optional account_id param with fallback
  SELECT to avoid churn across 40 call sites.

P3-B: Add account_id to tree_shares model + migration (backfill via created_by
  → users.account_id). TreeShare constructor updated in trees.py.

P3-C: Enable RLS on 6 remaining tables: step_ratings, step_usage_log,
  target_lists, session_shares, audit_logs, tree_shares.

P3-D: Drop team_id from target_lists — endpoint, schema, and model now use
  account_id as the sole isolation key.

P3-E: Append Phase 3 RLS isolation tests for all 6 tables.

test_target_lists.py: fix cross-account test to use Account model (not Team)
and set account_id on new User.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-11 07:02:35 +00:00
chihlasm
00fdd663bc Merge pull request #134 from resolutionflow/feat/tenant-isolation-phase-2
feat: Phase 2 tenant isolation — RLS on 11 session tables
2026-04-11 03:02:25 -04:00
chihlasm
8cf58add22 fix: use valid confidence_tier value in RLS test ai_sessions INSERT
'medium' is not a valid value for ck_ai_sessions_confidence_tier.
Valid values are 'guided' | 'exploring' | 'discovery'.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-11 05:28:52 +00:00
chihlasm
6c231ef1c6 fix: use started_at (not created_at) in RLS test session INSERT
sessions table has started_at as the timestamp column, not created_at.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-11 04:53:35 +00:00
chihlasm
758cd61621 fix: propagate account_id through all write paths missing NOT NULL coverage
Service layer (production code):
- branch_manager: set account_id on SessionBranch (root + fork) and ForkPoint
  from session.account_id; load session in create_fork for this purpose
- handoff_manager: set account_id on SessionHandoff from session.account_id
- ai_suggestions endpoint: set account_id on AISuggestion from current_user
- steps endpoint (/feedback): set account_id on StepRating from current_user
- ratings endpoint: set account_id on StepRating from current_user

Test infrastructure:
- conftest.py: seed PLATFORM_ACCOUNT_ID (00000000-...-0001) account after
  Base.metadata.create_all so global categories and gallery items have a valid FK
- test_rls_isolation: add _ensure_rls_schema fixture that runs
  'alembic upgrade head' before module tests — previous function-scoped
  test_db fixtures drop the schema, leaving the RLS tests with no tables
- test_branding: create Account before User in helper functions
- test_admin_gallery: set account_id=PLATFORM_ACCOUNT_ID on Tree/ScriptTemplate
- test_public_templates: set account_id=PLATFORM_ACCOUNT_ID on Tree,
  ScriptTemplate, TreeCategory
- test_resolution_outputs: set account_id=session.account_id on
  SessionResolutionOutput
- test_analytics_phase5: set account_id on PsaPostLog
- test_draft_trees: replace account_id=None with PLATFORM_ACCOUNT_ID in
  migration default test (NOT NULL now enforced)
- test_maintenance_schedules: set account_id on other_tree
- test_save_session_as_tree: set account_id on all 5 Session() constructors

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-11 04:24:36 +00:00
chihlasm
b9fcdd5d73 fix: use DATABASE_URL_SYNC (Railway reference var) as primary Alembic URL
DATABASE_URL_SYNC is now set as a Railway reference variable pointing to
${{pgvector.DATABASE_URL}}, which resolves to the correct postgres superuser
credentials per environment (production, PR preview, fresh DBs). This handles
the bootstrap case where resolutionflow_admin doesn't exist yet.

Falls back to ADMIN_DATABASE_URL (sync-converted) for local dev only.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-11 03:42:07 +00:00
chihlasm
4273ed0e5c fix: use Railway native PG env vars for Alembic migrations
Prior approach (ADMIN_DATABASE_URL first) broke PR preview environments: fresh
Railway PostgreSQL instances have no resolutionflow_admin role yet, so the admin
URL fails before the create_db_roles migration can run (bootstrap deadlock).

New priority order in _alembic_sync_url():
1. PGHOST/PGUSER/PGPASSWORD/PGDATABASE — Railway auto-links these from the
   PostgreSQL service per-environment, giving correct superuser creds for every
   env including fresh PR preview DBs where no custom roles exist yet.
2. ADMIN_DATABASE_URL (resolutionflow_admin, BYPASSRLS, asyncpg→sync) — local
   dev and stable envs where the role already exists.
3. DATABASE_URL_SYNC — legacy fallback.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-11 03:35:04 +00:00
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