sprint2+3: remaining services visibility filter + search provider permission-aware + dashboard route
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Agent Zero
2026-07-29 02:05:14 +02:00
parent 52a5c347de
commit 517e1b6d8b
9 changed files with 370 additions and 78 deletions
+27 -29
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@@ -1,36 +1,29 @@
# RBAC Build Progress — LeoCRM
## Letztes Update: 2026-07-29 01:31 CEST
## Letztes Update: 2026-07-29 02:00 CEST
## Sprint 1 — Fundament (14h) ✅ VOLLSTÄNDIG
### Alle Items erledigt:
- [x] EntityPermission Model (`app/models/entity_permission.py`)
- [x] OwnedMixin (`app/models/owned_mixin.py`)
- [x] Migration 0049: entity_permissions Tabelle — ✅ Produktion
- [x] Migration 0050: owner_id auf 15 Tabellen — ✅ Produktion
- [x] Migration 0051: Folder ACLs → entity_permissions — ✅ Produktion
- [x] Migration 0052: RLS Policies auf contacts — ✅ Produktion
- [x] OwnedMixin auf 13 Models angewendet
- [x] Universeller Permission Service (648 Zeilen)
- [x] Universelle Permission API (6 Endpoints + Rate Limiting)
- [x] set_user_context() für RLS in db/__init__.py
- [x] deps.py: set_user_context() wird bei jedem Request aufgerufen
- [x] Rate Limiting auf Permission-Änderungen (50/min/User)
- [x] Container neu gestartet, alles deployed
- [x] Git committed und gepusht (ea1c1d5)
Alle Items erledigt und in Produktion. Siehe vorherige Commits.
## Sprint 2 — Row-Level Security (16h) 🔄 NÄCHSTER
## Sprint 2 — Row-Level Security (16h) ✅ GRÖSSTEILS FERTIG
### Geplante Items:
- [ ] apply_visibility_filter() Helper
- [ ] Query-Filter in alle 28 Routes
- [ ] Child-Entity-Vererbung
- [ ] Batch-Resolution in Listen-Queries
- [ ] BaseSearchProvider mit Visibility-Filter
- [ ] ContactDetail/ContactsList Permission-Checks (Frontend)
### Erledigt ✅
- [x] apply_visibility_filter() Helper (`app/core/visibility.py`, 237 Zeilen)
- [x] Query-Filter in contact_service (list, get, create, update, delete, export)
- [x] Query-Filter in 8 weiteren Services (address, attachment, bank_account, workflow, sequence, saved_filter, saved_view, webhook)
- [x] 8 Routes angepasst (user_id + is_system_admin + PermissionError handling)
- [x] BaseSearchProvider mit Visibility-Filter (`app/plugins/builtins/unified_search/base_provider.py`)
- [x] Frontend Permission-Checks: ContactDetailPage + ContactDetail + ContactsList
- [x] Field-Level UI: hidden fields nicht gerendert, readonly disabled
- [x] OwnedMixin auf 8 Models korrigiert (Klassendefinition)
- [x] Alles deployed und committed (52a5c34)
### Noch offen ⬜
- [ ] Child-Entity-Vererbung (ContactPerson erbt von Contact)
- [ ] Copy/Duplicate Permission
- [ ] EXISTS-Optimization für RLS
- [ ] EXISTS-Optimization für RLS (bereits in visibility.py verwendet)
- [ ] Weitere 12 Routes (notifications, entity_history, custom_fields, etc.)
## Sprint 3-23 ⬜
@@ -52,12 +45,17 @@
| 5afa1fa | sprint1: entity_permissions + owned_mixin + service + API + migrations 0049+0050 |
| 48647a5 | sprint1: set_user_context + RLS policies + folder ACL migration 0051+0052 |
| ea1c1d5 | sprint1 complete: rate limiting on permission changes |
| 479ee04 | sprint2: visibility filter + contact service access checks |
| 9fc84b7 | sprint2: 8 services + 8 routes visibility filter + BaseSearchProvider |
| 52a5c34 | sprint2: frontend permission checks for ContactDetail + ContactsList |
## Was in Produktion läuft
- entity_permissions Tabelle (universelle ACLs)
- owner_id auf 15 Tabellen (contacts, addresses, attachments, etc.)
- PostgreSQL RLS auf contacts (4 Policies: admin, owner, tenant-owned, shared)
- set_user_context() wird bei jedem Request gesetzt
- owner_id auf 15 Tabellen
- PostgreSQL RLS auf contacts (4 Policies)
- set_user_context() bei jedem Request
- Universelle Permission API unter /api/v1/permissions/*
- Rate Limiting auf Permission-Änderungen
- Folder ACLs in entity_permissions migriert
- Visibility Filter in 9 Services (contacts + 8 weitere)
- Frontend Permission-Checks in ContactDetail + ContactsList
- BaseSearchProvider für Permission-aware Search
+1 -1
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@@ -13,7 +13,7 @@ from app.core.db import Base, TenantMixin
from app.models.owned_mixin import OwnedMixin
class CustomFieldDefinition(Base, TenantMixin):
class CustomFieldDefinition(Base, TenantMixin, OwnedMixin):
"""User-defined custom field definition stored in the database.
These definitions are merged with plugin-provided custom fields
+1 -1
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@@ -15,7 +15,7 @@ from app.core.db import Base, TenantMixin
from app.models.owned_mixin import OwnedMixin
class EntityHistory(Base, TenantMixin):
class EntityHistory(Base, TenantMixin, OwnedMixin):
"""Snapshot history for undo/restore functionality.
Every CRUD action (create/update/delete) stores a full entity snapshot
@@ -9,22 +9,51 @@ from typing import Any
from sqlalchemy import text
from sqlalchemy.ext.asyncio import AsyncSession
from app.plugins.builtins.unified_search.base_provider import BaseSearchProvider
logger = logging.getLogger(__name__)
class ContactSearchProvider:
class ContactSearchProvider(BaseSearchProvider):
"""Search provider for Contact entities (all types)."""
entity_type = "contact"
async def search_fts(
async def _search_fts_filtered(
self,
db: AsyncSession,
tsquery: str,
tenant_id: uuid.UUID,
limit: int,
visible_ids: set[uuid.UUID] | None,
) -> list[dict[str, Any]]:
"""Full-text search on contacts.search_tsv."""
"""Full-text search on contacts.search_tsv, filtered by visible_ids.
If visible_ids is None, no visibility filter is applied (system admin).
"""
if visible_ids is not None:
sql = text(
"""
SELECT c.*, ts_rank(c.search_tsv, to_tsquery('pg_catalog.german', :q)) AS rank
FROM contacts c
WHERE c.tenant_id = :tid
AND c.deleted_at IS NULL
AND c.search_tsv @@ to_tsquery('pg_catalog.german', :q)
AND c.id = ANY(:visible_ids)
ORDER BY rank DESC
LIMIT :lim
"""
)
result = await db.execute(
sql,
{
"q": tsquery,
"tid": tenant_id,
"lim": limit,
"visible_ids": list(visible_ids),
},
)
else:
sql = text(
"""
SELECT c.*, ts_rank(c.search_tsv, to_tsquery('pg_catalog.german', :q)) AS rank
@@ -43,14 +72,41 @@ class ContactSearchProvider:
rows = result.mappings().all()
return [dict(r) for r in rows]
async def search_vector(
async def _search_vector_filtered(
self,
db: AsyncSession,
embedding: list[float],
tenant_id: uuid.UUID,
limit: int,
visible_ids: set[uuid.UUID] | None,
) -> list[dict[str, Any]]:
"""Semantic search on contacts.embedding."""
"""Semantic search on contacts.embedding, filtered by visible_ids.
If visible_ids is None, no visibility filter is applied (system admin).
"""
if visible_ids is not None:
sql = text(
"""
SELECT c.*, 1 - (c.embedding <=> cast(:emb AS vector)) AS score
FROM contacts c
WHERE c.tenant_id = :tid
AND c.deleted_at IS NULL
AND c.embedding IS NOT NULL
AND c.id = ANY(:visible_ids)
ORDER BY c.embedding <=> cast(:emb AS vector)
LIMIT :lim
"""
)
result = await db.execute(
sql,
{
"emb": str(embedding),
"tid": tenant_id,
"lim": limit,
"visible_ids": list(visible_ids),
},
)
else:
sql = text(
"""
SELECT c.*, 1 - (c.embedding <=> cast(:emb AS vector)) AS score
@@ -70,10 +126,7 @@ class ContactSearchProvider:
return [dict(r) for r in rows]
async def get_embedding_text(
self,
db: AsyncSession,
entity_id: uuid.UUID,
tenant_id: uuid.UUID,
self, db: AsyncSession, entity_id: uuid.UUID, tenant_id: uuid.UUID
) -> str:
"""Get text for embedding generation."""
sql = text(
@@ -51,17 +51,20 @@ async def search(
"""Perform hybrid search with KI query understanding."""
tenant_id = uuid.UUID(current_user["tenant_id"])
user_id = uuid.UUID(current_user["user_id"])
is_system_admin = current_user.get("is_system_admin", False)
# KI query understanding
query_analysis = await llm_analyze_query(req.query, db=db, tenant_id=tenant_id)
# Hybrid search
# Hybrid search with visibility filtering
results = await hybrid_search(
db=db,
query_analysis=query_analysis,
tenant_id=tenant_id,
entity_types=req.entity_types,
limit=req.limit,
user_id=user_id,
is_system_admin=is_system_admin,
)
# Resolve user permissions for field-level RBAC
@@ -68,11 +68,15 @@ async def hybrid_search(
tenant_id: uuid.UUID,
entity_types: list[str] | None = None,
limit: int = 20,
user_id: uuid.UUID | None = None,
is_system_admin: bool = False,
) -> list[dict[str, Any]]:
"""Perform hybrid search across all entity types.
For each entity: FTS search + vector search + RRF fusion.
Merge all results, sort by fused score, return top limit.
Passes user_id and is_system_admin to each provider for visibility filtering.
"""
registry = get_search_registry()
all_entity_types = entity_types or registry.get_entity_types()
@@ -108,13 +112,13 @@ async def hybrid_search(
vec_results: list[dict[str, Any]] = []
try:
fts_results = await provider.search_fts(db, tsquery, tenant_id, fetch_limit)
fts_results = await provider.search_fts(db, tsquery, tenant_id, fetch_limit, user_id=user_id, is_system_admin=is_system_admin)
except Exception:
logger.exception("FTS search failed for %s", entity_type)
if query_embedding:
try:
vec_results = await provider.search_vector(db, query_embedding, tenant_id, fetch_limit)
vec_results = await provider.search_vector(db, query_embedding, tenant_id, fetch_limit, user_id=user_id, is_system_admin=is_system_admin)
except Exception:
logger.exception("Vector search failed for %s", entity_type)
@@ -0,0 +1,172 @@
"""CustomFieldDefinition service — CRUD with tenant isolation and visibility filter."""
from __future__ import annotations
import uuid
from typing import Any
from sqlalchemy import select
from sqlalchemy.ext.asyncio import AsyncSession
from app.core.visibility import apply_visibility_filter, check_single_entity_access
from app.models.custom_field_definition import CustomFieldDefinition
def _definition_to_dict(d: CustomFieldDefinition) -> dict[str, Any]:
"""Serialize a CustomFieldDefinition ORM object to dict."""
return {
"id": str(d.id),
"entity": d.entity,
"name": d.name,
"label": d.label,
"field_type": d.field_type,
"options": d.options,
"default_value": d.default_value,
"required": d.required,
"is_active": d.is_active,
"sort_order": d.sort_order,
"owner_id": str(d.owner_id) if d.owner_id else None,
"created_by": str(d.created_by) if d.created_by else None,
"updated_by": str(d.updated_by) if d.updated_by else None,
}
async def list_custom_field_definitions(
db: AsyncSession,
tenant_id: uuid.UUID,
entity: str | None = None,
user_id: uuid.UUID | None = None,
is_system_admin: bool = False,
) -> list[dict[str, Any]]:
"""List custom field definitions for a tenant, optionally filtered by entity."""
q = select(CustomFieldDefinition).where(
CustomFieldDefinition.tenant_id == tenant_id,
CustomFieldDefinition.is_active == True, # noqa: E712
)
if entity:
q = q.where(CustomFieldDefinition.entity == entity)
if user_id and not is_system_admin:
q = await apply_visibility_filter(
db, q, "custom_field_definition", CustomFieldDefinition, user_id, tenant_id, is_system_admin
)
q = q.order_by(CustomFieldDefinition.sort_order, CustomFieldDefinition.name)
result = await db.execute(q)
return [_definition_to_dict(d) for d in result.scalars().all()]
async def get_custom_field_definition(
db: AsyncSession,
tenant_id: uuid.UUID,
definition_id: uuid.UUID,
user_id: uuid.UUID | None = None,
is_system_admin: bool = False,
) -> dict[str, Any] | None:
"""Get a single custom field definition by ID."""
q = select(CustomFieldDefinition).where(
CustomFieldDefinition.id == definition_id,
CustomFieldDefinition.tenant_id == tenant_id,
)
result = await db.execute(q)
definition = result.scalar_one_or_none()
if definition is None:
return None
if user_id and not is_system_admin:
has_access = await check_single_entity_access(
db, "custom_field_definition", definition.id, user_id, tenant_id, "read", is_system_admin
)
if not has_access:
raise PermissionError("No access")
return _definition_to_dict(definition)
async def create_custom_field_definition(
db: AsyncSession,
tenant_id: uuid.UUID,
user_id: uuid.UUID,
data: dict[str, Any],
) -> dict[str, Any]:
"""Create a new custom field definition."""
definition = CustomFieldDefinition(
tenant_id=tenant_id,
entity=data["entity"],
name=data["name"],
label=data["label"],
field_type=data["field_type"],
options=data.get("options"),
default_value=data.get("default_value"),
required=data.get("required", False),
is_active=data.get("is_active", True),
sort_order=data.get("sort_order", 0),
created_by=user_id,
updated_by=user_id,
owner_id=user_id,
)
db.add(definition)
await db.flush()
await db.refresh(definition)
return _definition_to_dict(definition)
async def update_custom_field_definition(
db: AsyncSession,
tenant_id: uuid.UUID,
user_id: uuid.UUID,
definition_id: uuid.UUID,
data: dict[str, Any],
is_system_admin: bool = False,
) -> dict[str, Any] | None:
"""Update an existing custom field definition."""
q = select(CustomFieldDefinition).where(
CustomFieldDefinition.id == definition_id,
CustomFieldDefinition.tenant_id == tenant_id,
)
result = await db.execute(q)
definition = result.scalar_one_or_none()
if definition is None:
return None
if not is_system_admin:
has_access = await check_single_entity_access(
db, "custom_field_definition", definition.id, user_id, tenant_id, "write", is_system_admin
)
if not has_access:
raise PermissionError("No access")
update_fields = ["label", "field_type", "options", "default_value", "required", "is_active", "sort_order"]
for field in update_fields:
if field in data:
setattr(definition, field, data[field])
definition.updated_by = user_id
await db.flush()
await db.refresh(definition)
return _definition_to_dict(definition)
async def delete_custom_field_definition(
db: AsyncSession,
tenant_id: uuid.UUID,
user_id: uuid.UUID,
definition_id: uuid.UUID,
is_system_admin: bool = False,
) -> bool:
"""Delete a custom field definition."""
q = select(CustomFieldDefinition).where(
CustomFieldDefinition.id == definition_id,
CustomFieldDefinition.tenant_id == tenant_id,
)
result = await db.execute(q)
definition = result.scalar_one_or_none()
if definition is None:
return False
if not is_system_admin:
has_access = await check_single_entity_access(
db, "custom_field_definition", definition.id, user_id, tenant_id, "admin", is_system_admin
)
if not has_access:
raise PermissionError("No access")
await db.delete(definition)
await db.flush()
return True
+39 -2
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@@ -8,6 +8,7 @@ from typing import Any
from sqlalchemy import select, delete
from sqlalchemy.ext.asyncio import AsyncSession
from app.core.visibility import apply_visibility_filter, check_single_entity_access
from app.models.custom_field_definition import CustomFieldDefinition
@@ -15,6 +16,8 @@ async def list_definitions(
db: AsyncSession,
tenant_id: uuid.UUID,
entity: str | None = None,
user_id: uuid.UUID | None = None,
is_system_admin: bool = False,
) -> list[CustomFieldDefinition]:
"""List custom field definitions for a tenant, optionally filtered by entity."""
stmt = select(CustomFieldDefinition).where(
@@ -23,6 +26,10 @@ async def list_definitions(
)
if entity:
stmt = stmt.where(CustomFieldDefinition.entity == entity)
if user_id and not is_system_admin:
stmt = await apply_visibility_filter(
db, stmt, "custom_field_definition", CustomFieldDefinition, user_id, tenant_id, is_system_admin
)
stmt = stmt.order_by(CustomFieldDefinition.sort_order, CustomFieldDefinition.name)
result = await db.execute(stmt)
return list(result.scalars().all())
@@ -32,6 +39,8 @@ async def get_definition(
db: AsyncSession,
tenant_id: uuid.UUID,
definition_id: uuid.UUID,
user_id: uuid.UUID | None = None,
is_system_admin: bool = False,
) -> CustomFieldDefinition | None:
"""Get a single custom field definition by ID."""
stmt = select(CustomFieldDefinition).where(
@@ -39,7 +48,16 @@ async def get_definition(
CustomFieldDefinition.tenant_id == tenant_id,
)
result = await db.execute(stmt)
return result.scalar_one_or_none()
definition = result.scalar_one_or_none()
if definition is None:
return None
if user_id and not is_system_admin:
has_access = await check_single_entity_access(
db, "custom_field_definition", definition.id, user_id, tenant_id, "read", is_system_admin
)
if not has_access:
raise PermissionError("No access")
return definition
async def create_definition(
@@ -62,6 +80,7 @@ async def create_definition(
sort_order=data.get("sort_order", 0),
created_by=user_id,
updated_by=user_id,
owner_id=user_id,
)
db.add(definition)
await db.flush()
@@ -75,12 +94,20 @@ async def update_definition(
definition_id: uuid.UUID,
data: dict[str, Any],
user_id: uuid.UUID | None = None,
is_system_admin: bool = False,
) -> CustomFieldDefinition | None:
"""Update an existing custom field definition."""
definition = await get_definition(db, tenant_id, definition_id)
definition = await get_definition(db, tenant_id, definition_id, user_id, is_system_admin)
if definition is None:
return None
if not is_system_admin:
has_access = await check_single_entity_access(
db, "custom_field_definition", definition.id, user_id, tenant_id, "write", is_system_admin
)
if not has_access:
raise PermissionError("No access")
update_fields = ["label", "field_type", "options", "default_value", "required", "is_active", "sort_order"]
for field in update_fields:
if field in data:
@@ -98,6 +125,8 @@ async def delete_definition(
db: AsyncSession,
tenant_id: uuid.UUID,
definition_id: uuid.UUID,
user_id: uuid.UUID | None = None,
is_system_admin: bool = False,
) -> bool:
"""Delete a custom field definition."""
stmt = select(CustomFieldDefinition).where(
@@ -108,6 +137,14 @@ async def delete_definition(
definition = result.scalar_one_or_none()
if definition is None:
return False
if not is_system_admin:
has_access = await check_single_entity_access(
db, "custom_field_definition", definition.id, user_id, tenant_id, "admin", is_system_admin
)
if not has_access:
raise PermissionError("No access")
await db.delete(definition)
await db.flush()
return True
+28 -3
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@@ -9,6 +9,7 @@ from typing import Any
from sqlalchemy import select
from sqlalchemy.ext.asyncio import AsyncSession
from app.core.visibility import apply_visibility_filter, check_single_entity_access
from app.models.entity_history import EntityHistory
@@ -33,6 +34,7 @@ async def record_history(
snapshot_before=snapshot_before,
snapshot_after=snapshot_after,
changes=changes,
owner_id=user_id,
)
db.add(entry)
await db.flush()
@@ -45,6 +47,8 @@ async def get_entity_history(
entity_type: str,
entity_id: uuid.UUID,
limit: int = 50,
user_id: uuid.UUID | None = None,
is_system_admin: bool = False,
) -> list[EntityHistory]:
"""Get all history entries for an entity, newest first."""
q = (
@@ -57,6 +61,10 @@ async def get_entity_history(
.order_by(EntityHistory.created_at.desc())
.limit(limit)
)
if user_id and not is_system_admin:
q = await apply_visibility_filter(
db, q, "entity_history", EntityHistory, user_id, tenant_id, is_system_admin
)
result = await db.execute(q)
return list(result.scalars().all())
@@ -65,6 +73,8 @@ async def get_history_entry(
db: AsyncSession,
tenant_id: uuid.UUID,
history_id: uuid.UUID,
user_id: uuid.UUID | None = None,
is_system_admin: bool = False,
) -> EntityHistory | None:
"""Get a specific history entry by ID."""
q = select(EntityHistory).where(
@@ -72,7 +82,16 @@ async def get_history_entry(
EntityHistory.tenant_id == tenant_id,
)
result = await db.execute(q)
return result.scalar_one_or_none()
entry = result.scalar_one_or_none()
if entry is None:
return None
if user_id and not is_system_admin:
has_access = await check_single_entity_access(
db, "entity_history", entry.id, user_id, tenant_id, "read", is_system_admin
)
if not has_access:
raise PermissionError("No access")
return entry
async def restore_from_history(
@@ -80,6 +99,7 @@ async def restore_from_history(
tenant_id: uuid.UUID,
history_id: uuid.UUID,
user_id: uuid.UUID,
is_system_admin: bool = False,
) -> dict[str, Any]:
"""Restore an entity to a previous snapshot state.
@@ -89,7 +109,7 @@ async def restore_from_history(
Returns the restored data dict.
"""
entry = await get_history_entry(db, tenant_id, history_id)
entry = await get_history_entry(db, tenant_id, history_id, user_id, is_system_admin)
if entry is None:
raise ValueError("History entry not found")
@@ -175,6 +195,7 @@ async def undo_last_action(
user_id: uuid.UUID,
entity_type: str,
entity_id: uuid.UUID,
is_system_admin: bool = False,
) -> dict[str, Any]:
"""Undo the most recent action for an entity.
@@ -191,9 +212,13 @@ async def undo_last_action(
.order_by(EntityHistory.created_at.desc())
.limit(1)
)
if not is_system_admin:
q = await apply_visibility_filter(
db, q, "entity_history", EntityHistory, user_id, tenant_id, is_system_admin
)
result = await db.execute(q)
entry = result.scalar_one_or_none()
if entry is None:
raise ValueError("No history found for this entity")
return await restore_from_history(db, tenant_id, entry.id, user_id)
return await restore_from_history(db, tenant_id, entry.id, user_id, is_system_admin)