51 Commits
Author SHA1 Message Date
arc53-machine db9eb2b1c3 Correct what the agent sharing docs say about accounts, sponsors and switches
The table adds tools with saved credentials, says API and widget users
get the owner's account on a tool each person connects, that a sponsored
item runs as the owner again once the owner can use it, and that a
teammate's name shows only to people who share a team with them. The
editor switches are named per resource type, public-link users are said
to be asked only for writes that need approval, the allowlist is said to
cover sponsored and workflow node tools, and the badge names and the new
resource_states fields match the app.
2026-09-29 17:50:42 +01:00
arc53-machine da75845fcf Document sharing agents and whose access what they use runs with
A new "Sharing agents and what they use" section covers viewers and
editors, whose access each tool, source and prompt runs with as the share
dialog labels it, sponsors, stopped resources, what API, widget and
public-link users can't do without the write allowlist, the wiki switch
and research steps. The sharing rules now mention the editor switches and
member-mode tools, the guardrails page no longer says editors can't
change guardrails, the connector guide uses the new tool share labels,
and related pages link to the section.
2026-09-29 17:35:17 +01:00
arc53-machine ff10fcca0f Say the wiki switch covers API keys and widgets, not public links
Public-link visitors edit only wikis they can edit themselves and approve
each edit. The docs also note that with authentication off every caller
is the owner's local user, so the switch has no effect there.
2026-09-29 16:37:58 +01:00
arc53-machine d4b30f4838 Document who can edit a wiki from the API, widget and public links 2026-09-29 16:12:42 +01:00
arc53-machine 33a73bc442 Note that older API-key schedules keep the old rules until they run out
Schedules an API or widget chat set before schedules recorded their
origin run as the owner's own until they fire or expire.
2026-09-29 15:55:50 +01:00
arc53-machine 51f88144c5 Run webhooks with the owner's rules again
The owner sets a webhook up and its URL is a secret, and a webhook run
already refuses every action that needs approval, so holding it to the
API write allowlist only broke the owner's own automations. Webhook runs
no longer count as external callers; schedules keep their caller rules.
The allowlist copy no longer names webhooks.
2026-09-29 15:55:36 +01:00
arc53-machine 080b75c81e Gate an API tool action only when it sends the owner's saved values
Every API tool counted as holding the owner's credentials, so outside
callers were refused any write on one even when it sends nothing the
owner stored. Now an action counts only when its headers or query
parameters carry a saved value (sealed or legacy plaintext) or the tool
stores credentials; the allowlist lists just those writes.
2026-09-29 15:54:30 +01:00
arc53-machine daf6af57ae Keep outside callers' write limits in scheduled and webhook runs
A scheduled or webhook run acts as the agent's owner with no one to
approve, so a public-link user or API-key caller could have the agent
schedule a write and have it run on the owner's accounts. Runs now keep
the caller's rules: a schedule set by someone who reaches the agent only
by its public link runs as a public-link caller, one set through the API
(recorded as created_via 'api', migration 0042) and every webhook run as
an external caller, each with the agent's API write allowlist.
2026-09-29 15:44:24 +01:00
arc53-machine 3dc5080058 Refuse public-link writes on the owner's account unless allowlisted
Someone who reaches an agent only through its public link was offered the
approval card for writes on the owner's connected accounts, so a stranger
could approve for the owner. Those writes are now refused with a tool
result, like an API-key caller's, unless the owner allowed the action in
the agent's Access details. Team members keep the card, and a tool on the
caller's own account (member mode) is unaffected. The flag survives a
resume, and workflow nodes now follow the run's caller rules (scheduled,
API-key and public-link) instead of starting from none.
2026-09-29 15:12:46 +01:00
arc53-machine a3484cb567 Use the default connector callback URL in the integration guides 2026-09-29 15:07:14 +01:00
arc53-machine f6f9ae670c Document the Sync into Knowledge choice when connecting 2026-09-29 12:17:33 +01:00
arc53-machine 5d7502631f Document syncing Linear into Knowledge 2026-09-29 11:32:40 +01:00
arc53-machine bcfa8b349b Document GitHub write access and the permissions it needs
Explains the opt-in switch, the full endpoint it uses, how write actions
default to asking first, the admin's Write access switch, and which
fine-grained token or GitHub App permissions changes need.
2026-09-29 11:22:01 +01:00
arc53-machine e0e83b5492 Document account names, fixed values and the Telegram default chat 2026-09-29 10:42:03 +01:00
arc53-machine 84230409c6 Document the GitHub connector
How members connect with a fine-grained token or Sign in with GitHub, how
an admin registers the GitHub App (callback URL, permissions, requesting
authorization during installation, settings), and that
GITHUB_ACCESS_TOKEN now reads public repositories only.
2026-09-29 10:41:03 +01:00
arc53-machine 79fd2ac6cd A connector's page is the one home for its account, knowledge and tools
- Tools from a connection turn on and off on the connector's page (a
  real switch, not a badge), next to their action permissions.
- Knowledge synced from a connection lists its sync state there, with
  Sync now (connector sources and S3/Reddit sources each through their
  own endpoint).
- On the Tools and Knowledge pages, anything from a connection has
  "Manage connection" in its menu, which opens that page; the tool
  editor with its second credentials form is no longer offered for them.
- A link to a part (Jira & Confluence) opens its parent's page.
2026-09-28 22:38:49 +01:00
arc53-machine 3b1288097d One vocabulary: Knowledge, tools, and connectors in plain words
- Sources (the collection) are called Knowledge: the settings page (now
  /settings/knowledge; /settings/sources redirects), the composer and
  agent pickers, Add knowledge, and "syncs into Knowledge" on connectors.
  Citations keep "sources". All seven locales.
- Connector cards describe what they do ("Syncs into Knowledge", "Looks
  things up", "Takes actions") and drop publisher labels ("Built in",
  "Preset"). Filters read "Files & storage" and "Docs & wikis" so
  "knowledge" means one thing.
- Custom tools are tools: "Add custom tool". The agent picker no longer
  splits built-in tools into "Built-in" and "Default".
- Confluence is one card: syncing pages into Knowledge and the Jira &
  Confluence MCP actions (part_of on the preset) share a page. The part
  shows on its own when Confluence sync is not set up.
2026-09-28 22:31:26 +01:00
arc53-machine df70869dc7 Simplify Admin > Connectors
- One control for members' own MCP servers: the custom MCP server row's
  switch (it sets both the policy and the instance switch); the separate
  top-level switch is gone.
- Connectors that only sync content show "No tools" instead of a
  sharing policy, and the policies read "The sharer decides per share",
  "Always the sharer's account", "Always each person's own account".
- A connector that needs server settings can't be switched on until they
  exist; a tooltip says why.
- On phones the table becomes a list ("On · 2 connections · …") and each
  connector's controls open in a sheet.
2026-09-28 21:52:18 +01:00
arc53-machine bfcc4a9773 Sign in to MCP presets from the connect wizard
Notion, Linear, Atlassian, Sentry, Asana and Stripe no longer open the
MCP server form. The wizard shows one "Sign in to Notion" button: the
pop-up opens inside the click (so browsers allow it), follows the
worker's mcp.oauth events to the provider, and the tool is saved on
success with its actions on the done step. Reconnecting a preset uses
the same flow, as do the chat bar and the health toast.

Saving an OAuth MCP server without a new handshake now uses the stored
sign-in instead of failing, and the custom MCP form keeps scopes and
timeout under Show advanced.
2026-09-28 21:42:50 +01:00
arc53-machine a23ace3491 Refuse writes on the owner's accounts from API-key callers unless allowed
An agent called with its API key (widget, API) runs as its owner, and
nobody can approve an action there, so a write set to Always allow ran
on the owner's account for anyone holding the key. A caller is external
when the request carries the key and is not signed in as the owner (an
owner previewing their agent keeps full access).

For external callers, write actions on connection-backed tools are
refused unless listed in the agent config's new api_write_allowlist
(tool_id:action), and a missing connection is refused instead of pausing
on a Connect card the widget cannot show. The flag and list survive a
paused-and-resumed stream. Owners pick the allowed actions under Access
details; a team editor's update keeps the stored list.
2026-09-28 21:33:41 +01:00
arc53-machine a564dea401 Hide connectors that need admin setup; they start turned off
A connector's enabled switch is now optional: unset means on when the
connector has the server settings it needs, so Google Drive, SharePoint
and Confluence start off until their OAuth settings are present, and an
admin's explicit switch always wins. Changing only the sharing mode no
longer switches a connector on.

Members only see connectors they can use. The catalog, Add Source tiles
and Add Tool leave out anything turned off or still needing setup, except
a connector a member already has a connection to, which stays listed as
turned off so it can be managed or removed.
2026-09-28 20:16:40 +01:00
arc53-machine 8f00118afc Document connectors and the upgrade to encrypted connections
- Guides > Connectors: using connections, sharing modes, attribution,
  and admin setup (encryption key and rotation, redirect URIs, Google
  Drive, SharePoint, Confluence, S3, MCP presets).
- Integration pages register CONNECTOR_REDIRECT_BASE_URI as-is; the
  ?provider= suffix never matched what the backend sends.
  VITE_GOOGLE_CLIENT_ID is optional.
- Upgrading: set ENCRYPTION_SECRET_KEY before migrating multi-user installs.
2026-09-28 17:59:36 +01:00
arc53-machine c17b23378e refactor(settings): split Settings into per-domain modules
docsgpt/core/settings.py had grown to 258 fields in one 600-line class,
touched by about two commits a week, with related settings scattered
(GitHub ingest caps inside the embeddings block, API keys in four places,
the OpenAI Responses knobs 100 lines from the other OpenAI fields).

It is now a package: one module per domain (auth, llm, embeddings,
retrieval, vectorstores, database, workers, ingestion, ocr, storage,
connectors, server, events, agents, guardrails, scheduler, sandbox,
speech), each a SettingsGroup owning its fields and validators, composed
by multiple inheritance into the same flat Settings class. Every
attribute name, type, default, alias and constraint is unchanged, so
settings.NAME reads, .env files and test monkeypatches all keep working;
the import path docsgpt.core.settings is the package. Settings.normalize_api_key
is kept as a classmethod for callers that reuse it.

The comment above or beside each field became its Field(description=...),
so the definitions are visible to tooling; the next commit generates the
docs reference from them.

Pitfall recorded for future groups: pydantic collects validators by
method name across the MRO, so two groups naming a validator the same
would silently keep only one. Each group's validator has a unique name.
2026-09-17 11:04:01 +01:00
Alex 08e8de7370 fix: mini connector fixes 2026-09-14 22:29:26 +01:00
Alex 41b3afed14 fix: stop leaking connector OAuth session tokens to other origins
The connector OAuth popup posted the session token to window.opener with
a '*' target origin, so any page that opened the popup received it. An
attacker with an account on a multi-user deployment could start a flow for
their own pending session, get a victim to finish the provider consent, and
receive a token backed by the victim's Drive/SharePoint/Confluence tokens.

- Post popup results only to allowed frontend origins: the callback origin,
  OIDC_FRONTEND_URL, the new CONNECTOR_ALLOWED_ORIGINS, and localhost:5173
  when the callback runs on a loopback host.
- Render the success page from the callback itself so the token never
  appears in a URL; callback-status ignores session_token/user_email params.
- ConnectorAuth accepts messages only from the popup it opened, on the
  callback origin reported by /api/connectors/auth.
- /api/connectors/disconnect requires auth and only deletes the caller's
  session.
- /api/connectors/sync and /api/remote reject session tokens the caller
  does not own.

Fixes #2766
2026-09-14 21:46:09 +01:00
Alex ad201f8318 fix: refuse oversized TIFF/BMP attachments before converting them
A deflate-compressed TIFF under 1 MB can declare 144 million pixels and
take 1.2 GB to convert to PNG, and Pillow only warns below 179 million.
Read the dimensions from the header and refuse images over 40 million
pixels before any pixel data is decoded. Pillow's DecompressionBombError
is now raised as DocumentParseError, so the upload fails once instead of
being retried.
2026-09-14 17:45:43 +01:00
Alex 3030aba39d fix: handle non text uploads more carefully 2026-09-14 17:27:13 +01:00
Alex 54b540ea42 feat(api): serve long-lived streams on the event loop
Move GET /api/events, the remote-device command stream and artifact
downloads from Flask to Starlette routes mounted ahead of the Flask
catch-all. On Flask each held an a2wsgi threadpool slot for as long as
its response stayed open, and because uvicorn drops writes after a
client disconnects, a closed tab never released it.

- asgi_auth: one JWT/OIDC gate for Starlette routes; the chat reconnect
  reader uses it too
- ClosingStreamingResponse closes the body iterator and releases the
  SSE slot or file handle even when the client leaves before the first
  frame
- AsyncTopic liveness probe replaces the sync client's socket_timeout
  guard against half-open pub/sub sockets
- ASYNC_REDIS_MAX_CONNECTIONS sizes the async Redis pool; every open
  stream holds a connection and redis-py defaults to 100
2026-09-14 08:33:46 +01:00
Alex 7c280e15e0 feat: revamp architecture docs 2026-09-09 17:42:44 +01:00
Alex 574f96341e refactor: rename the application package to docsgpt
The backend import package is now docsgpt, the name it will carry on PyPI;
application was far too generic to install into anyone's site-packages.
git mv plus a mechanical rewrite of every import, dotted string and path
reference: 734 Python files, the compose files, Dockerfile, workflows, docs,
setup scripts, devcontainer, k8s manifests, vscode config, pytest and coverage
config, .gitignore. Behaviour is unchanged.

Kept for one release:
- A top-level application package whose meta-path finder resolves
  application.x.y to the already-imported docsgpt.x.y object, so old imports
  and entry points (celery -A application.app.celery,
  uvicorn application.asgi:asgi_app) keep working with a FutureWarning.
- Celery registers every application.* task name as an alias of its
  docsgpt.* task on start-up, so messages queued by the previous release still
  run. The redbeat key prefix moves to redbeat:docsgpt:v2: so schedule entries
  the previous release wrote are left unread instead of firing twice.

The backend image builds from the repository root (docker build -f
docsgpt/Dockerfile .) so it can ship the alias package; a root .dockerignore
allow-lists docsgpt/ and application/ and keeps caches, local data, .env
files, the sample index files and the Dockerfile out. Compose and the image
workflows point at the new context.
2026-09-07 10:20:43 +01:00
Alex 6860a21541 fix: address review on the slim-image branch
- The frontend image ran the Vite dev server in development mode, so
  .env.development supplied its defaults (notification banner, Google client
  id, local API host). The static build only loads .env.production, so the
  build stage now copies .env.development in as the baseline and the compose
  files pass every VITE_* the app reads through from .env; the runtime script
  skips empty values so a blank passthrough keeps the build-time default.
  .dockerignore kept only the .local variants out.
- VITE_DISABLE_SOURCE_FE disables sources only when it is the string true.
- DoclingParser: find_spec raises when docling itself is absent; the install
  hint now covers that path, with a regression test.
- verify_offline: direct tests for verify(); the PR image check builds and
  verifies the -docling variant as well as slim.
- Workflows this branch adds or rewrites pin actions by commit, pass the
  release tag through env instead of template expansion, and do not persist
  checkout credentials.
- OCR guide no longer claims pre-built images never include docling.
2026-09-06 21:44:34 +01:00
Alex aecb596e99 build(docker): slim backend image, static frontend image, -docling variant
Backend (arc53/docsgpt): 4.5 GB compressed -> 0.9 GB with both embedding
models and tiktoken baked in.
- torch/transformers gone from the default install (docling extra only).
- Ubuntu 24.04 ships python3.12: no deadsnakes PPA, no software-properties-
  common; every pin is a wheel, so no gcc/g++/rust in the builder.
- COPY --chown and a prefetch that runs as the process user replace the
  trailing chown -R, which duplicated the 600 MB model layer.
- .dockerignore keeps __pycache__, .coverage, local indexes and .env out.
- EXTRAS build arg (INSTALL_DOCLING kept as an alias); the docling variant
  also bakes docling's layout/table/RapidOCR models (DOCLING_ARTIFACTS_PATH)
  and tesseract, and drops only the discovery documents of Google APIs the
  app never builds.
- FLASK_DEBUG env removed (unused); OCI labels added.

Frontend (arc53/docsgpt-fe): 302 MB Vite dev server -> 25 MB static build
behind nginx. VITE_* variables are injected at container start into
/config.js and read through src/env.ts, so the image no longer needs a
rebuild per deployment; docker-compose.yaml keeps hot reload via the dev
target.

Publishing: every release and develop build now pushes a slim tag and a
-docling tag (docling engine + models + tesseract). docker-compose-hub.yaml
takes DOCSGPT_IMAGE_TAG / DOCSGPT_IMAGE_VARIANT; docker-compose-standalone.yaml
runs the stack from pre-built images without a checkout and is attached to
each release. setup.sh selects the -docling variant for OCR instead of
requiring a local build. A new workflow builds the image on PRs that touch
it and runs verify_offline under --network none; lint checks the exported
requirements match uv.lock.
2026-09-05 15:50:21 +01:00
Alex 2a9a02427f fix(setup,docs): write INSTALL_TESSERACT from setup.ps1, correct the OCR upgrade note
setup.ps1 wrote OCR_ENABLED=true but never INSTALL_TESSERACT=true, so a
Windows user answering yes to the OCR question ended up with OCR on and no
engine in the image; it also claimed tesseract was "shipped in the Docker
image", which this change makes false, and offered OCR for the pre-built
Docker Hub images that cannot include it. Mirror setup.sh: skip the question
for hub images (naming all three settings the DeepSeek path needs), and bake
tesseract in for locally built ones.

The upgrade callout said earlier images always included tesseract. They never
did -- they included docling, and OCR ran on the RapidOCR engine bundled with
it, needing no system package. It also covered only OCR_ENABLED, missing
OCR_ATTACHMENTS_ENABLED, which is a separate switch onto the same native OCR
path.
2026-09-04 15:13:23 +01:00
Pavel 6276158d0d Small fixes 3 2026-09-04 17:45:38 +04:00
Pavel 4e14a79923 Fixes batch 2 2026-09-04 13:38:29 +04:00
Pavel ed0892b39b Batch fixes 2 2026-09-03 00:30:59 +04:00
Pavel 47eb92fc42 Fixes batch 1 2026-09-02 23:42:35 +04:00
Pavel 96b878217d standalone OCR 2026-09-02 23:12:36 +04:00
Pavel d4e92be0ab ocr update 2026-08-27 23:46:12 +04:00
Pavel d7a7d4d084 docling separation 2026-08-27 17:36:38 +04:00
Pavel e101c0a7f1 Implement anydoc with docling 2026-08-27 13:51:09 +04:00
Alex ca53a3ac4b chore: bump docling 2026-08-12 09:05:00 +01:00
Alex 72652814c0 feat: update docs 2026-08-08 11:27:50 +01:00
Alex a7fd6d7c02 feat: update docs 2026-07-15 10:31:43 +01:00
Pavel 5c19d972d2 Docs revamp 2026-06-26 11:56:20 +04:00
81b6ee5daa Pg 4 (#2390)
* feat: postgres tests

* feat: mongo cutoff

* feat: mongo cutoff

* feat: adjust docs and compose files

* fix: mini code mongo removals

* fix: tests and k8s mongo stuff

* feat: test fixes

* fix: ruff

* fix: vale

* Potential fix for pull request finding 'CodeQL / Clear-text logging of sensitive information'

Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>

* fix: mini suggestions

* vale lint fix 2

* fix: codeql columns thing

* fix: test mongo

* fix: tests coverage

* feat: better tests 4

* feat: more tests

* feat: decent coverage

* fix: ruff fixes

* fix: remove mongo mock

* feat: enhance workflow engine and API routes; add document retrieval and source handling

* feat: e2e tests

* fix: mcp, mongo and more

* fix: mini codeql warning

* fix: agent chunk view

* fix: mini issues

* fix: more pg fixes

* feat: postgres prep on start

* feat: qa tests

* fix: mini improvements

* fix: tests

---------

Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: Siddhant Rai <siddhant.rai.5686@gmail.com>
2026-04-18 13:13:57 +01:00
Alex 502819ae52 feat: pg migration, more tables 2026-04-12 12:15:59 +01:00
Alex 6192767451 fix: sanitize attachment filenames, drop dateutil dep, add connector docs 2026-04-12 11:32:24 +01:00
Alex 1c0adde380 chore: docs update 2026-03-28 17:04:06 +00:00
Alex 3c56bd0d0b docs: fix conflicts 2026-03-28 16:16:15 +00:00