* feat: implement hierarchical configuration (system, tenant, bank) * feat: implement hierarchical configuration (system, tenant, bank) * docs: add instructions for hierarchical config in CLAUDE.md * feat: add ENABLE_BANK_CONFIG_API flag (disabled by default) - Add HINDSIGHT_API_ENABLE_BANK_CONFIG_API env var (default: false) - Return 403 Forbidden from bank config endpoints when disabled - Update tests to enable the flag - Update CLAUDE.md documentation This provides security control over the bank configuration API, ensuring it's only accessible when explicitly enabled. * docs: add hierarchical configuration section * feat(cli): add bank config commands (config, set-config, reset-config) - Add 'hindsight bank config' to view bank configuration - Add 'hindsight bank set-config' to update LLM settings per bank - Add 'hindsight bank reset-config' to reset to defaults - Implements client API calls to new bank config endpoints * fix(cli): fix compilation errors in bank config commands - Fix type signature: use ApiClient instead of api::Client - Fix confirmation: use ui::prompt_confirmation instead of ui::confirm - Fix error handling: use anyhow! macro instead of errors::Error - Fix type conversion: convert HashMap to serde_json::Map for API call * feat: implement type-safe hierarchical config with bank overrides Implements a production-ready hierarchical configuration system that prevents accidentally using global defaults when bank-specific overrides exist. - Created StaticConfigProxy that wraps HindsightConfig - get_config() now returns proxy that blocks access to bank-configurable fields - Raises ConfigFieldAccessError with clear message when accessing configurable fields - Added _get_raw_config() for internal use only - Forces developers to use resolve_full_config(bank_id, context) for bank settings - Added resolve_full_config() method that returns complete HindsightConfig - Resolves hierarchy: Global (env) → Tenant → Bank - No caching to support multi-server deployments (always fresh from DB) - LLM provider pooling handles expensive operations separately - Updated entire retain pipeline to pass resolved config through call chain - memory_engine.py: Resolves config at top level where bank_id/context available - orchestrator.py: Accepts and passes config to fact_extraction - fact_extraction.py: Uses passed config instead of get_config() - utils.py: Added optional config param for backward compatibility - consolidator.py: Uses resolve_full_config() for enable_observations check - memory_engine.py: Resolves config before triggering consolidation - Renamed "Memory Bank" to "Bank Configuration" with tabs - Combined Stats and Operations into "General" tab - Consolidated Profile and Configuration into "Configuration" tab - Moved Actions dropdown to page level (outside tabs) - Created new component for managing bank-specific config - Displays configurable fields: retain_chunk_size, retain_extraction_mode, etc. - Edit via dialog with form validation - Reset to defaults via AlertDialog confirmation - Shows field IDs in monospace for clarity - Visual separation with borders and hover effects - Removed inline edit mode, switched to dialog-based editing - Separate dialogs for Disposition and Mission editing - Read-only display with clear edit buttons - Removed duplicate stats cards and operations - bank-stats-view.tsx: Overview statistics (memories, links, documents, pending ops) - bank-operations-view.tsx: Background operations table with filtering **Problem**: Consolidation always used global enable_observations, ignoring bank overrides **Root Cause**: consolidator.py called get_config() instead of resolving bank-specific config **Solution**: Pass resolved config through the entire pipeline **Problem**: asyncpg returning JSONB as JSON string instead of parsed dict **Solution**: Explicit JSON parsing in config_resolver.py with type checking - All 19 API integration tests pass - All 10 hierarchical config tests pass - Retain operations work correctly with bank-specific config - Consolidation respects bank-specific enable_observations setting - Updated developer/configuration.md with type-safe config access pattern - Added examples showing correct usage patterns - Documented ConfigFieldAccessError and resolution methods - get_config() now returns StaticConfigProxy (blocks configurable field access) - Code accessing bank-configurable fields must use resolve_full_config() - Clear migration path with helpful error messages Fixes hierarchical configuration to be production-ready with proper type safety. * refactor: remove LLM client pool and simplify config resolver Since LLM config (provider, model, api_key) is now static and not bank-configurable, the LLMClientPool is no longer needed. Changes: - Remove hindsight_api/llm_client_pool.py (no longer needed) - Remove memory_engine._get_bank_llm_config() (dead code, never called) - Simplify config_resolver.py by eliminating duplication between resolve_full_config() and get_bank_config() - get_bank_config() now calls resolve_full_config() and filters results - Remove outdated "LLM provider pooling" comments from docstrings All tests pass (10 hierarchical config tests, 19 API integration tests) * fix: update tests to use _get_raw_config() for configurable fields Fixed test fixtures that were accessing configurable fields (like enable_observations) from get_config(), which now raises ConfigFieldAccessError due to type-safe config access. Changes: - test_consolidation.py: Changed enable_observations fixture to use _get_raw_config() instead of get_config() - test_consolidation.py: Updated test_consolidation_returns_disabled_status to set bank config instead of mocking get_config() - test_link_expansion_retrieval.py: Changed fixture to use _get_raw_config() - test_observations.py: Changed disable_observations fixture to use _get_raw_config() - Regenerated OpenAPI spec and clients All 39 previously failing tests now pass. * fix: add missing config parameter to test calls of extract_facts_from_text() Fixed 45 test failures where tests were calling extract_facts_from_text() without the new required config parameter. Changes: - Added config=_get_raw_config() to all extract_facts_from_text() calls - Fixed test_main_module.py to patch _get_raw_config instead of get_config - Updated 6 test files with 37 function call sites All tests should now pass. * fix: add missing config parameter to test_skip_podcast_meta_commentary One more test was missing the config parameter for extract_facts_from_text().
274 lines
12 KiB
Python
274 lines
12 KiB
Python
"""
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Configuration resolution with hierarchical overrides.
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Resolves config values through the hierarchy:
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Global (env vars) → Tenant config (via extension) → Bank config (database)
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Config values are resolved on every request to ensure consistency across
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multiple API servers.
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"""
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import json
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import logging
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from dataclasses import asdict
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from typing import Any
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import asyncpg
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from hindsight_api.config import HindsightConfig, _get_raw_config, normalize_config_dict
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from hindsight_api.extensions.tenant import TenantExtension
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from hindsight_api.models import RequestContext
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logger = logging.getLogger(__name__)
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class ConfigResolver:
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"""Resolves hierarchical configuration with tenant/bank overrides."""
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def __init__(self, pool: asyncpg.Pool, tenant_extension: TenantExtension | None = None):
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"""
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Initialize config resolver.
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Args:
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pool: Database connection pool
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tenant_extension: Optional tenant extension for tenant-level config and permissions
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"""
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self.pool = pool
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self.tenant_extension = tenant_extension
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self._global_config = _get_raw_config()
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self._configurable_fields = HindsightConfig.get_configurable_fields()
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self._credential_fields = HindsightConfig.get_credential_fields()
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async def resolve_full_config(self, bank_id: str, context: RequestContext | None = None) -> HindsightConfig:
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"""
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Resolve full HindsightConfig for a bank with hierarchical overrides applied.
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This is for INTERNAL USE ONLY. Returns the complete config object with all fields
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including credentials and static fields. Use get_bank_config() for API responses.
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Resolution order:
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1. Global config (from environment variables)
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2. Tenant config overrides (from TenantExtension.get_tenant_config())
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3. Bank config overrides (from banks.config JSONB)
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Args:
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bank_id: Bank identifier
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context: Request context for tenant config resolution
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Returns:
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Complete HindsightConfig with hierarchical overrides applied
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"""
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# Start with global config (all fields)
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config_dict = asdict(self._global_config)
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# Load tenant config overrides (if tenant extension available)
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if self.tenant_extension and context:
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try:
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tenant_overrides = await self.tenant_extension.get_tenant_config(context)
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if tenant_overrides:
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# Normalize keys and filter to configurable fields only
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normalized_tenant = normalize_config_dict(tenant_overrides)
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configurable_tenant = {k: v for k, v in normalized_tenant.items() if k in self._configurable_fields}
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config_dict.update(configurable_tenant)
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logger.debug(
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f"Applied tenant config overrides for bank {bank_id}: {list(configurable_tenant.keys())}"
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)
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except Exception as e:
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logger.warning(f"Failed to load tenant config for bank {bank_id}: {e}")
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# Load bank config overrides
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bank_overrides = await self._load_bank_config(bank_id)
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if bank_overrides:
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config_dict.update(bank_overrides)
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logger.debug(f"Applied bank config overrides for bank {bank_id}: {list(bank_overrides.keys())}")
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# Return full config object (dataclass doesn't have __init__ that accepts kwargs, so we update the object)
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# Create a new config instance by copying the global config and updating fields
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resolved_config = HindsightConfig(**config_dict)
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return resolved_config
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async def get_bank_config(self, bank_id: str, context: RequestContext | None = None) -> dict[str, Any]:
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"""
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Get fully resolved config for a bank (filtered by permissions).
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Resolution order:
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1. Global config (from environment variables)
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2. Tenant config overrides (from TenantExtension.get_tenant_config())
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3. Bank config overrides (from banks.config JSONB)
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Note: Config is resolved on every call (not cached) to ensure consistency
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across multiple API servers.
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SECURITY:
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- Only returns configurable fields (excludes static/infrastructure fields)
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- Filters out ALL credential fields (API keys, base URLs, etc.)
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- Further filtered by tenant/bank permissions if extension provides them
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Args:
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bank_id: Bank identifier
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context: Request context for tenant config resolution and permissions
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Returns:
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Dict of allowed configurable fields only (never includes credentials or static fields)
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"""
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# Resolve full config with all hierarchical overrides
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resolved_config = await self.resolve_full_config(bank_id, context)
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config_dict = asdict(resolved_config)
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# SECURITY: Filter to only configurable fields (exclude static/infrastructure)
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filtered = {k: v for k, v in config_dict.items() if k in self._configurable_fields}
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# SECURITY: Remove ALL credential fields (API keys, base URLs, etc.)
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filtered = {k: v for k, v in filtered.items() if k not in self._credential_fields}
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# PERMISSIONS: Further filter based on tenant/bank permissions
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if self.tenant_extension and context:
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try:
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allowed_fields = await self.tenant_extension.get_allowed_config_fields(context, bank_id)
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if allowed_fields is not None: # None means "allow all"
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filtered = {k: v for k, v in filtered.items() if k in allowed_fields}
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logger.debug(
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f"Applied permission filter for bank {bank_id}: allowed={len(allowed_fields)} fields, "
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f"returned={len(filtered)} fields"
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)
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except Exception as e:
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logger.warning(f"Failed to load permissions for bank {bank_id}: {e}")
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return filtered
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async def _load_bank_config(self, bank_id: str) -> dict[str, Any]:
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"""
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Load bank config overrides from banks.config JSONB column.
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Args:
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bank_id: Bank identifier
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Returns:
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Dict of config overrides (only configurable fields, normalized keys)
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"""
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try:
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async with self.pool.acquire() as conn:
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row = await conn.fetchrow(
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"""
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SELECT config FROM banks WHERE bank_id = $1
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""",
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bank_id,
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)
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if row and row["config"]:
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config_data = row["config"]
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# Handle case where JSONB is returned as JSON string
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if isinstance(config_data, str):
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config_data = json.loads(config_data)
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# Normalize keys (handle both env var format and Python field format)
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normalized = normalize_config_dict(config_data)
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# Only return overrides for configurable fields
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return {k: v for k, v in normalized.items() if k in self._configurable_fields}
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except Exception as e:
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logger.error(f"Failed to load bank config for {bank_id}: {e}")
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return {}
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async def update_bank_config(
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self, bank_id: str, updates: dict[str, Any], context: RequestContext | None = None
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) -> None:
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"""
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Update bank configuration overrides (with permission checking).
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Args:
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bank_id: Bank identifier
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updates: Dict of config field names to new values.
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Keys can be in env var format (HINDSIGHT_API_LLM_PROVIDER)
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or Python field format (llm_provider).
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Only configurable fields are allowed.
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context: Request context for permission checking
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Raises:
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ValueError: If attempting to override invalid/disallowed fields
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"""
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# Normalize keys
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normalized_updates = normalize_config_dict(updates)
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# SECURITY: Reject credential fields explicitly
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credential_attempts = set(normalized_updates.keys()) & self._credential_fields
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if credential_attempts:
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raise ValueError(
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f"Cannot set credential fields via API: {sorted(credential_attempts)}. "
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f"Credentials (API keys, base URLs) must be set at server level only."
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)
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# Validate all fields are configurable
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invalid_fields = set(normalized_updates.keys()) - self._configurable_fields
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if invalid_fields:
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static_fields = HindsightConfig.get_static_fields()
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invalid_static = invalid_fields & static_fields
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if invalid_static:
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raise ValueError(
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f"Cannot override static (server-level) fields: {sorted(invalid_static)}. "
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f"Only configurable fields can be overridden per-bank. "
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f"Configurable fields include: {sorted(list(self._configurable_fields)[:10])}... "
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f"(total: {len(self._configurable_fields)} fields)"
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)
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else:
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raise ValueError(
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f"Unknown configuration fields: {sorted(invalid_fields)}. "
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f"Valid configurable fields: {sorted(list(self._configurable_fields)[:10])}..."
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)
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# PERMISSIONS: Check tenant/bank permissions
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if self.tenant_extension and context:
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try:
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allowed_fields = await self.tenant_extension.get_allowed_config_fields(context, bank_id)
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if allowed_fields is not None: # None means "allow all"
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disallowed = set(normalized_updates.keys()) - allowed_fields
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if disallowed:
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raise ValueError(
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f"Not allowed to modify fields: {sorted(disallowed)}. "
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f"Your permissions allow: {sorted(list(allowed_fields)[:10])}..."
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if allowed_fields
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else "Not allowed to modify fields: {sorted(disallowed)}. "
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"Your permissions do not allow any config modifications."
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)
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except ValueError:
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raise # Re-raise permission errors
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except Exception as e:
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logger.warning(f"Failed to check permissions for bank {bank_id}: {e}")
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# Continue without permission check (fail open for backward compatibility)
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# Merge with existing config (JSONB || operator)
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async with self.pool.acquire() as conn:
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await conn.execute(
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"""
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UPDATE banks
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SET config = config || $1::jsonb,
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updated_at = now()
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WHERE bank_id = $2
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""",
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json.dumps(normalized_updates),
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bank_id,
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)
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logger.info(f"Updated bank config for {bank_id}: {list(normalized_updates.keys())}")
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async def reset_bank_config(self, bank_id: str) -> None:
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"""
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Reset bank configuration to defaults (remove all overrides).
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Args:
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bank_id: Bank identifier
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"""
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async with self.pool.acquire() as conn:
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await conn.execute(
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"""
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UPDATE banks
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SET config = '{}'::jsonb,
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updated_at = now()
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WHERE bank_id = $1
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""",
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bank_id,
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)
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logger.info(f"Reset bank config for {bank_id} to defaults")
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